RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,685 shares; 2025Q1: 9,131 shares; 2025Q2: 9,736 shares; 2025Q3: 10,435 shares; 2025Q4: 11,029 shares; 2026Q1: 10,105 shares 10,105 $2.27M 0.01% -924 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,787 shares; 2024Q4: 108,787 shares; 2025Q1: 114,155 shares; 2025Q2: 107,281 shares; 2025Q3: 122,209 shares; 2025Q4: 125,109 shares; 2026Q1: 132,383 shares 132,383 $2.26M 0.01% +7,274 Timeline BIZD 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: 80,734 shares; 2024Q4: 90,660 shares; 2025Q1: 113,571 shares; 2025Q2: 90,453 shares; 2025Q3: 144,374 shares; 2025Q4: 167,931 shares; 2026Q1: 176,763 shares 176,763 $2.26M 0.01% +8,832 Timeline FHYS 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: 47,503 shares; 2025Q1: 65,401 shares; 2025Q2: 60,519 shares; 2025Q3: 45,633 shares; 2025Q4: 75,837 shares; 2026Q1: 98,193 shares 98,193 $2.25M 0.01% +22,356 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,996 shares; 2024Q4: 24,945 shares; 2025Q1: 25,035 shares; 2025Q2: 27,246 shares; 2025Q3: 28,490 shares; 2025Q4: 28,871 shares; 2026Q1: 27,474 shares 27,474 $2.25M 0.01% -1,397 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 53,824 shares; 2025Q1: 49,607 shares; 2025Q2: 52,719 shares; 2025Q3: 52,682 shares; 2025Q4: 52,142 shares; 2026Q1: 45,193 shares 45,193 $2.25M 0.01% -6,949 Timeline BBEU 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: 14,989 shares; 2024Q4: 13,752 shares; 2025Q1: 16,884 shares; 2025Q2: 19,199 shares; 2025Q3: 20,443 shares; 2025Q4: 26,243 shares; 2026Q1: 30,995 shares 30,995 $2.24M 0.01% +4,752 Timeline BIBL 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: 85,689 shares; 2024Q4: 64,968 shares; 2025Q1: 68,778 shares; 2025Q2: 59,459 shares; 2025Q3: 53,589 shares; 2025Q4: 48,589 shares; 2026Q1: 47,468 shares 47,468 $2.24M 0.01% -1,121 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 27,631 shares; 2025Q4: 50,197 shares; 2026Q1: 58,833 shares 58,833 $2.24M 0.01% +8,636 Timeline CANQ 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: 27,780 shares; 2025Q2: 81,980 shares; 2025Q3: 83,349 shares; 2025Q4: 82,757 shares; 2026Q1: 80,182 shares 80,182 $2.23M 0.01% -2,575 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,549 shares; 2024Q4: 48,289 shares; 2025Q1: 46,020 shares; 2025Q2: 44,444 shares; 2025Q3: 54,800 shares; 2025Q4: 64,458 shares; 2026Q1: 69,095 shares 69,095 $2.23M 0.01% +4,637 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921,373 shares; 2024Q4: 1,106,287 shares; 2025Q1: 956,263 shares; 2025Q2: 902,704 shares; 2025Q3: 737,745 shares; 2025Q4: 753,507 shares; 2026Q1: 760,808 shares 760,808 $2.22M 0.01% +7,301 Timeline PEY 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: 97,217 shares; 2024Q4: 79,844 shares; 2025Q1: 113,226 shares; 2025Q2: 112,294 shares; 2025Q3: 118,893 shares; 2025Q4: 106,621 shares; 2026Q1: 103,701 shares 103,701 $2.22M 0.01% -2,920 Timeline PSCE 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: 36,412 shares 36,412 $2.22M 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,819 shares; 2024Q4: 131,772 shares; 2025Q1: 106,732 shares; 2025Q2: 112,146 shares; 2025Q3: 123,266 shares; 2025Q4: 111,093 shares; 2026Q1: 46,557 shares 46,557 $2.22M 0.01% -64,536 Timeline BUL 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: 15,071 shares; 2024Q4: 25,782 shares; 2025Q1: 25,583 shares; 2025Q2: 24,470 shares; 2025Q3: 37,016 shares; 2025Q4: 40,825 shares; 2026Q1: 40,991 shares 40,991 $2.22M 0.01% +166 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,388 shares; 2024Q4: 93,971 shares; 2025Q1: 55,371 shares; 2025Q2: 55,625 shares; 2025Q3: 53,228 shares; 2025Q4: 52,788 shares; 2026Q1: 50,531 shares 50,531 $2.2M 0.01% -2,257 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,719 shares; 2024Q4: 22,505 shares; 2025Q1: 22,591 shares; 2025Q2: 22,359 shares; 2025Q3: 22,732 shares; 2025Q4: 24,204 shares; 2026Q1: 23,845 shares 23,845 $2.2M 0.01% -359 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,624 shares; 2024Q4: 75,946 shares; 2025Q1: 59,919 shares; 2025Q2: 52,554 shares; 2025Q3: 50,707 shares; 2025Q4: 51,629 shares; 2026Q1: 56,249 shares 56,249 $2.2M 0.01% +4,620 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,961 shares; 2024Q4: 299,775 shares; 2025Q1: 306,880 shares; 2025Q2: 285,457 shares; 2025Q3: 296,735 shares; 2025Q4: 261,327 shares; 2026Q1: 196,954 shares 196,954 $2.19M 0.01% -64,373 Timeline RFV 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: 21,367 shares; 2024Q4: 23,456 shares; 2025Q1: 22,565 shares; 2025Q2: 20,939 shares; 2025Q3: 20,742 shares; 2025Q4: 19,761 shares; 2026Q1: 16,848 shares 16,848 $2.19M 0.01% -2,913 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 16,137 shares; 2025Q1: 14,228 shares; 2025Q2: 15,971 shares; 2025Q3: 15,302 shares; 2025Q4: 15,011 shares; 2026Q1: 16,237 shares 16,237 $2.19M 0.01% +1,226 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: not reported; 2025Q1: 17,950 shares; 2025Q2: 20,950 shares; 2025Q3: 70,290 shares; 2025Q4: 290,577 shares; 2026Q1: 284,704 shares 284,704 $2.18M 0.01% -5,873 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 44,869 shares; 2025Q1: 48,495 shares; 2025Q2: 51,325 shares; 2025Q3: 52,268 shares; 2025Q4: 57,807 shares; 2026Q1: 59,387 shares 59,387 $2.18M 0.01% +1,580 Timeline WWJD 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: 98,955 shares; 2024Q4: 61,808 shares; 2025Q1: 50,475 shares; 2025Q2: 53,589 shares; 2025Q3: 56,211 shares; 2025Q4: 56,830 shares; 2026Q1: 58,188 shares 58,188 $2.18M 0.01% +1,358 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,241 shares; 2024Q4: 426,138 shares; 2025Q1: 423,222 shares; 2025Q2: 397,194 shares; 2025Q3: 388,647 shares; 2025Q4: 376,564 shares; 2026Q1: 388,328 shares 388,328 $2.17M 0.01% +11,764 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 11,534 shares; 2025Q1: 11,570 shares; 2025Q2: 12,247 shares; 2025Q3: 11,431 shares; 2025Q4: 10,431 shares; 2026Q1: 18,030 shares 18,030 $2.17M 0.01% +7,599 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,087 shares; 2025Q2: 73,323 shares; 2025Q3: 66,431 shares; 2025Q4: 74,691 shares; 2026Q1: 85,291 shares 85,291 $2.17M 0.01% +10,600 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,625 shares; 2024Q4: 68,011 shares; 2025Q1: 59,402 shares; 2025Q2: 59,829 shares; 2025Q3: 61,744 shares; 2025Q4: 54,079 shares; 2026Q1: 57,835 shares 57,835 $2.17M 0.01% +3,756 Timeline SRVR 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: 126,040 shares; 2024Q4: 79,644 shares; 2025Q1: 95,459 shares; 2025Q2: 72,179 shares; 2025Q3: 91,739 shares; 2025Q4: 99,979 shares; 2026Q1: 69,341 shares 69,341 $2.17M 0.01% -30,638 Timeline SYLD 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: 72,522 shares; 2024Q4: 74,775 shares; 2025Q1: 73,215 shares; 2025Q2: 62,138 shares; 2025Q3: 60,064 shares; 2025Q4: 56,837 shares; 2026Q1: 28,698 shares 28,698 $2.16M 0.01% -28,139 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 14,927 shares; 2025Q1: 9,683 shares; 2025Q2: 7,374 shares; 2025Q3: 19,215 shares; 2025Q4: 7,669 shares; 2026Q1: 8,133 shares 8,133 $2.16M 0.01% +464 Timeline IAT 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: 31,092 shares; 2024Q4: 30,859 shares; 2025Q1: 29,232 shares; 2025Q2: 29,691 shares; 2025Q3: 30,316 shares; 2025Q4: 15,480 shares; 2026Q1: 40,126 shares 40,126 $2.16M 0.01% +24,646 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,263 shares; 2024Q4: 23,805 shares; 2025Q1: 30,802 shares; 2025Q2: 42,087 shares; 2025Q3: 47,656 shares; 2025Q4: 44,810 shares; 2026Q1: 29,059 shares 29,059 $2.16M 0.01% -15,751 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,850 shares; 2025Q1: 3,309 shares; 2025Q2: 4,096 shares; 2025Q3: 4,284 shares; 2025Q4: 3,900 shares; 2026Q1: 3,961 shares 3,961 $2.16M 0.01% +61 Timeline QCLN 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: 79,727 shares; 2024Q4: 69,184 shares; 2025Q1: 53,160 shares; 2025Q2: 38,359 shares; 2025Q3: 66,354 shares; 2025Q4: 50,821 shares; 2026Q1: 46,162 shares 46,162 $2.15M 0.01% -4,659 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 25,407 shares; 2025Q1: 27,701 shares; 2025Q2: 27,054 shares; 2025Q3: 32,182 shares; 2025Q4: 32,519 shares; 2026Q1: 24,915 shares 24,915 $2.15M 0.01% -7,604 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558,407 shares; 2024Q4: 540,815 shares; 2025Q1: 514,815 shares; 2025Q2: 524,646 shares; 2025Q3: 519,971 shares; 2025Q4: 476,455 shares; 2026Q1: 459,137 shares 459,137 $2.14M 0.01% -17,318 Timeline PZA 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: 10,899 shares; 2024Q4: 11,099 shares; 2025Q1: 15,119 shares; 2025Q2: 30,771 shares; 2025Q3: 51,570 shares; 2025Q4: 62,407 shares; 2026Q1: 93,216 shares 93,216 $2.14M 0.01% +30,809 Timeline RWK 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: 8,563 shares; 2024Q4: 8,274 shares; 2025Q1: 10,145 shares; 2025Q2: 9,216 shares; 2025Q3: 13,173 shares; 2025Q4: 13,297 shares; 2026Q1: 16,703 shares 16,703 $2.14M 0.01% +3,406 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,065 shares; 2025Q2: 30,053 shares; 2025Q3: 32,409 shares; 2025Q4: 37,145 shares; 2026Q1: 45,802 shares 45,802 $2.14M 0.01% +8,657 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,434 shares; 2025Q2: 65,076 shares; 2025Q3: 46,334 shares; 2025Q4: 46,820 shares; 2026Q1: 52,344 shares 52,344 $2.13M 0.01% +5,524 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 4,042 shares; 2025Q1: not reported; 2025Q2: 8,893 shares; 2025Q3: 13,847 shares; 2025Q4: 14,275 shares; 2026Q1: 14,635 shares 14,635 $2.13M 0.01% +360 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,705 shares; 2024Q4: 160,730 shares; 2025Q1: 154,013 shares; 2025Q2: 135,503 shares; 2025Q3: 166,448 shares; 2025Q4: 188,495 shares; 2026Q1: 221,150 shares 221,150 $2.13M 0.01% +32,655 Timeline PAMC 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: 30,783 shares; 2024Q4: 30,008 shares; 2025Q1: 35,741 shares; 2025Q2: 35,621 shares; 2025Q3: 47,987 shares; 2025Q4: 46,577 shares; 2026Q1: 44,450 shares 44,450 $2.13M 0.01% -2,127 Timeline NUSA 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: 88,291 shares; 2024Q4: 85,737 shares; 2025Q1: 84,358 shares; 2025Q2: 84,619 shares; 2025Q3: 84,851 shares; 2025Q4: 88,123 shares; 2026Q1: 90,675 shares 90,675 $2.11M 0.01% +2,552 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,887 shares; 2024Q4: 24,057 shares; 2025Q1: 27,586 shares; 2025Q2: 53,992 shares; 2025Q3: 54,125 shares; 2025Q4: 45,489 shares; 2026Q1: 31,493 shares 31,493 $2.11M 0.01% -13,996 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 11,353 shares; 2025Q1: 11,409 shares; 2025Q2: 10,227 shares; 2025Q3: 10,046 shares; 2025Q4: 11,218 shares; 2026Q1: 10,234 shares 10,234 $2.11M 0.01% -984 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,697 shares; 2024Q4: 18,476 shares; 2025Q1: 32,192 shares; 2025Q2: not reported; 2025Q3: 24,562 shares; 2025Q4: 31,488 shares; 2026Q1: 112,746 shares 112,746 $2.11M 0.01% +81,258 Timeline PWV 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: 35,173 shares; 2024Q4: 65,580 shares; 2025Q1: 58,178 shares; 2025Q2: 77,601 shares; 2025Q3: 29,160 shares; 2025Q4: 28,883 shares; 2026Q1: 30,240 shares 30,240 $2.11M 0.01% +1,357 Timeline TGRT 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: 8,102 shares; 2025Q1: 15,579 shares; 2025Q2: 51,907 shares; 2025Q3: 54,797 shares; 2025Q4: 55,930 shares; 2026Q1: 53,532 shares 53,532 $2.1M 0.01% -2,398 Timeline GOVI 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: 25,507 shares; 2025Q1: 34,328 shares; 2025Q2: 80,561 shares; 2025Q3: 176,687 shares; 2025Q4: 146,486 shares; 2026Q1: 77,134 shares 77,134 $2.1M 0.01% -69,352 Timeline GCC 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: 306,419 shares; 2024Q4: 96,570 shares; 2025Q1: 107,532 shares; 2025Q2: 100,981 shares; 2025Q3: 97,761 shares; 2025Q4: 80,837 shares; 2026Q1: 87,840 shares 87,840 $2.1M 0.01% +7,003 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,264 shares; 2025Q1: 3,269 shares; 2025Q2: 3,293 shares; 2025Q3: 3,770 shares; 2025Q4: 3,940 shares; 2026Q1: 4,283 shares 4,283 $2.1M 0.01% +343 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 7,888 shares; 2025Q1: 8,014 shares; 2025Q2: 6,944 shares; 2025Q3: 6,281 shares; 2025Q4: 6,599 shares; 2026Q1: 8,382 shares 8,382 $2.1M 0.01% +1,783 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,174 shares; 2024Q4: 48,043 shares; 2025Q1: 58,208 shares; 2025Q2: 58,737 shares; 2025Q3: 60,497 shares; 2025Q4: 62,414 shares; 2026Q1: 62,911 shares 62,911 $2.1M 0.01% +497 Timeline CARZ 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: 24,823 shares; 2025Q1: 25,026 shares; 2025Q2: 24,487 shares; 2025Q3: 24,385 shares; 2025Q4: 24,143 shares; 2026Q1: 25,924 shares 25,924 $2.1M 0.01% +1,781 Timeline STXF 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: 104,581 shares; 2024Q4: 137,578 shares; 2025Q1: 148,775 shares; 2025Q2: 120,032 shares; 2025Q3: 94,695 shares; 2025Q4: 46,110 shares; 2026Q1: 49,894 shares 49,894 $2.09M 0.01% +3,784 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 12,709 shares; 2025Q2: 12,784 shares; 2025Q3: 82,767 shares; 2025Q4: 60,237 shares; 2026Q1: 65,411 shares 65,411 $2.09M 0.01% +5,174 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,096 shares; 2024Q4: 31,458 shares; 2025Q1: 29,480 shares; 2025Q2: 26,212 shares; 2025Q3: 32,026 shares; 2025Q4: 33,000 shares; 2026Q1: 32,598 shares 32,598 $2.09M 0.01% -402 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,204 shares; 2024Q4: 61,955 shares; 2025Q1: 92,318 shares; 2025Q2: 75,197 shares; 2025Q3: 80,763 shares; 2025Q4: 139,901 shares; 2026Q1: 147,625 shares 147,625 $2.08M 0.01% +7,724 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,588 shares; 2024Q4: 28,918 shares; 2025Q1: 25,313 shares; 2025Q2: 30,871 shares; 2025Q3: 30,255 shares; 2025Q4: 31,585 shares; 2026Q1: 35,236 shares 35,236 $2.08M 0.01% +3,651 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 89,646 shares; 2025Q1: 59,886 shares; 2025Q2: 68,524 shares; 2025Q3: 69,797 shares; 2025Q4: 72,944 shares; 2026Q1: 69,714 shares 69,714 $2.07M 0.01% -3,230 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 6,431 shares; 2025Q1: 7,577 shares; 2025Q2: 9,703 shares; 2025Q3: 13,582 shares; 2025Q4: 14,240 shares; 2026Q1: 14,062 shares 14,062 $2.07M 0.01% -178 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,321 shares; 2024Q4: 40,478 shares; 2025Q1: 22,611 shares; 2025Q2: 24,811 shares; 2025Q3: 32,803 shares; 2025Q4: 31,472 shares; 2026Q1: 31,606 shares 31,606 $2.07M 0.01% +134 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,501 shares; 2024Q4: 448,362 shares; 2025Q1: 644,809 shares; 2025Q2: 236,170 shares; 2025Q3: 291,622 shares; 2025Q4: 154,281 shares; 2026Q1: 187,367 shares 187,367 $2.06M 0.01% +33,086 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,873 shares; 2024Q4: 35,583 shares; 2025Q1: 36,371 shares; 2025Q2: 39,072 shares; 2025Q3: 45,803 shares; 2025Q4: 53,968 shares; 2026Q1: 60,864 shares 60,864 $2.06M 0.01% +6,896 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,945 shares; 2024Q4: 42,258 shares; 2025Q1: 40,549 shares; 2025Q2: 40,263 shares; 2025Q3: 38,053 shares; 2025Q4: 28,632 shares; 2026Q1: 16,370 shares 16,370 $2.06M 0.01% -12,262 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 12,475 shares; 2025Q1: 13,096 shares; 2025Q2: 11,606 shares; 2025Q3: 10,891 shares; 2025Q4: 10,542 shares; 2026Q1: 10,460 shares 10,460 $2.06M 0.01% -82 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 18,729 shares; 2025Q1: 42,184 shares; 2025Q2: 47,234 shares; 2025Q3: 62,878 shares; 2025Q4: 81,787 shares; 2026Q1: 85,860 shares 85,860 $2.06M 0.01% +4,073 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,881 shares; 2024Q4: 75,634 shares; 2025Q1: 57,473 shares; 2025Q2: 52,610 shares; 2025Q3: 46,560 shares; 2025Q4: 55,723 shares; 2026Q1: 64,917 shares 64,917 $2.06M 0.01% +9,194 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,416 shares; 2024Q4: 26,351 shares; 2025Q1: 23,307 shares; 2025Q2: 24,465 shares; 2025Q3: 23,517 shares; 2025Q4: 54,157 shares; 2026Q1: 48,631 shares 48,631 $2.05M 0.01% -5,526 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,779 shares; 2025Q1: 5,934 shares; 2025Q2: 5,524 shares; 2025Q3: 5,423 shares; 2025Q4: 5,261 shares; 2026Q1: 34,625 shares 34,625 $2.05M 0.01% +29,364 Timeline HUSV 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: 602,781 shares; 2024Q4: 569,424 shares; 2025Q1: 550,074 shares; 2025Q2: 385,513 shares; 2025Q3: 460,842 shares; 2025Q4: 453,093 shares; 2026Q1: 53,304 shares 53,304 $2.04M 0.01% -399,789 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,452 shares; 2024Q4: 33,070 shares; 2025Q1: 34,243 shares; 2025Q2: 28,824 shares; 2025Q3: 26,976 shares; 2025Q4: 28,152 shares; 2026Q1: 27,912 shares 27,912 $2.04M 0.01% -240 Timeline LRGC 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: not reported; 2024Q4: 20,828 shares; 2025Q1: 23,247 shares; 2025Q2: 28,299 shares; 2025Q3: 29,172 shares; 2025Q4: 30,152 shares; 2026Q1: 27,664 shares 27,664 $2.03M 0.01% -2,488 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,095 shares; 2024Q4: 19,362 shares; 2025Q1: 25,864 shares; 2025Q2: 30,224 shares; 2025Q3: 30,367 shares; 2025Q4: 28,442 shares; 2026Q1: 22,974 shares 22,974 $2.03M 0.01% -5,468 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,779 shares; 2024Q4: 50,263 shares; 2025Q1: 47,315 shares; 2025Q2: 40,709 shares; 2025Q3: 42,240 shares; 2025Q4: 43,141 shares; 2026Q1: 43,440 shares 43,440 $2.03M 0.01% +299 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 79,979 shares; 2025Q1: 84,874 shares; 2025Q2: 84,735 shares; 2025Q3: 86,785 shares; 2025Q4: 87,434 shares; 2026Q1: 117,514 shares 117,514 $2.03M 0.01% +30,080 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,694 shares; 2024Q4: 55,158 shares; 2025Q1: 53,756 shares; 2025Q2: 48,226 shares; 2025Q3: 54,394 shares; 2025Q4: 50,879 shares; 2026Q1: 48,544 shares 48,544 $2.02M 0.01% -2,335 Timeline JETS 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: 41,029 shares; 2024Q4: 45,403 shares; 2025Q1: 50,220 shares; 2025Q2: 36,417 shares; 2025Q3: 33,293 shares; 2025Q4: 36,136 shares; 2026Q1: 81,984 shares 81,984 $2.02M 0.01% +45,848 Timeline EBND 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: 105,632 shares; 2024Q4: 114,806 shares; 2025Q1: 77,770 shares; 2025Q2: 85,140 shares; 2025Q3: 75,899 shares; 2025Q4: 74,937 shares; 2026Q1: 97,742 shares 97,742 $2.02M 0.01% +22,805 Timeline FOCT 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: 30,654 shares; 2024Q4: 46,341 shares; 2025Q1: 45,656 shares; 2025Q2: 42,137 shares; 2025Q3: 36,386 shares; 2025Q4: 45,339 shares; 2026Q1: 42,253 shares 42,253 $2.02M 0.01% -3,086 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,696 shares; 2024Q4: 112,940 shares; 2025Q1: 124,160 shares; 2025Q2: 144,727 shares; 2025Q3: 161,240 shares; 2025Q4: 181,085 shares; 2026Q1: 187,283 shares 187,283 $2.01M 0.01% +6,198 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,210 shares; 2024Q4: 81,560 shares; 2025Q1: 82,366 shares; 2025Q2: 74,311 shares; 2025Q3: 90,415 shares; 2025Q4: 71,519 shares; 2026Q1: 80,012 shares 80,012 $2.01M 0.01% +8,493 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,849 shares; 2024Q4: 34,348 shares; 2025Q1: 33,655 shares; 2025Q2: 26,113 shares; 2025Q3: 32,966 shares; 2025Q4: 32,134 shares; 2026Q1: 50,952 shares 50,952 $2.01M 0.01% +18,818 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 13,377 shares; 2025Q1: 13,814 shares; 2025Q2: 29,343 shares; 2025Q3: 16,223 shares; 2025Q4: 17,402 shares; 2026Q1: 42,962 shares 42,962 $2.01M 0.01% +25,560 Timeline FLQS 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: 49,562 shares; 2024Q4: 56,474 shares; 2025Q1: 66,218 shares; 2025Q2: 68,074 shares; 2025Q3: 48,639 shares; 2025Q4: 46,931 shares; 2026Q1: 46,925 shares 46,925 $2M 0.01% -6 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,605 shares; 2024Q4: 18,691 shares; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 28,686 shares; 2025Q4: 32,164 shares; 2026Q1: 40,446 shares 40,446 $2M 0.01% +8,282 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 6,119 shares; 2025Q1: 10,091 shares; 2025Q2: 7,819 shares; 2025Q3: 8,444 shares; 2025Q4: 9,750 shares; 2026Q1: 41,601 shares 41,601 $2M 0.01% +31,851 Timeline PEXL 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: 83,339 shares; 2024Q4: 84,103 shares; 2025Q1: 83,631 shares; 2025Q2: 49,925 shares; 2025Q3: 38,486 shares; 2025Q4: 33,306 shares; 2026Q1: 34,031 shares 34,031 $2M 0.01% +725 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,503 shares; 2024Q4: 121,347 shares; 2025Q1: 124,521 shares; 2025Q2: 121,530 shares; 2025Q3: 129,789 shares; 2025Q4: 119,872 shares; 2026Q1: 120,196 shares 120,196 $2M 0.01% +324 Timeline XT 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: 31,179 shares; 2024Q4: 30,238 shares; 2025Q1: 26,178 shares; 2025Q2: 29,180 shares; 2025Q3: 30,128 shares; 2025Q4: 30,993 shares; 2026Q1: 29,109 shares 29,109 $1.98M 0.01% -1,884 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,659 shares; 2024Q4: 141,631 shares; 2025Q1: 135,980 shares; 2025Q2: 135,593 shares; 2025Q3: 131,716 shares; 2025Q4: 129,410 shares; 2026Q1: 116,663 shares 116,663 $1.98M 0.01% -12,747 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,737 shares; 2024Q4: 38,085 shares; 2025Q1: 38,788 shares; 2025Q2: 37,930 shares; 2025Q3: 43,190 shares; 2025Q4: 37,033 shares; 2026Q1: 26,578 shares 26,578 $1.98M 0.01% -10,455 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 16,353 shares; 2025Q1: 17,086 shares; 2025Q2: 16,685 shares; 2025Q3: 17,477 shares; 2025Q4: 15,303 shares; 2026Q1: 18,054 shares 18,054 $1.98M 0.01% +2,751 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 8,762 shares; 2025Q1: 8,258 shares; 2025Q2: 8,311 shares; 2025Q3: 11,741 shares; 2025Q4: 13,604 shares; 2026Q1: 14,013 shares 14,013 $1.98M 0.01% +409 Timeline INCE 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: 15,568 shares; 2024Q4: 21,990 shares; 2025Q1: 21,636 shares; 2025Q2: 21,653 shares; 2025Q3: 21,015 shares; 2025Q4: 21,212 shares; 2026Q1: 30,560 shares 30,560 $1.98M 0.01% +9,348 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 6,861 shares; 2025Q1: 5,874 shares; 2025Q2: 5,363 shares; 2025Q3: 5,133 shares; 2025Q4: 5,157 shares; 2026Q1: 6,996 shares 6,996 $1.98M 0.01% +1,839 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,964 shares; 2024Q4: 76,110 shares; 2025Q1: 55,052 shares; 2025Q2: 51,884 shares; 2025Q3: 57,054 shares; 2025Q4: 59,027 shares; 2026Q1: 73,051 shares 73,051 $1.97M 0.01% +14,024 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 58,336 shares; 2025Q1: 75,344 shares; 2025Q2: 76,713 shares; 2025Q3: 74,707 shares; 2025Q4: 81,177 shares; 2026Q1: 90,598 shares 90,598 $1.97M 0.01% +9,421 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,168 shares; 2025Q1: 91,756 shares; 2025Q2: 87,559 shares; 2025Q3: 87,122 shares; 2025Q4: 78,970 shares; 2026Q1: 76,517 shares 76,517 $1.97M 0.01% -2,453 Timeline PRN 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: 30,333 shares; 2024Q4: 28,667 shares; 2025Q1: 28,229 shares; 2025Q2: 21,214 shares; 2025Q3: 12,401 shares; 2025Q4: 9,849 shares; 2026Q1: 10,095 shares 10,095 $1.96M 0.01% +246 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,649 shares; 2025Q3: 12,377 shares; 2025Q4: 23,168 shares; 2026Q1: 53,059 shares 53,059 $1.96M 0.01% +29,891 Timeline NXTG 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: 20,445 shares; 2024Q4: 19,157 shares; 2025Q1: 18,376 shares; 2025Q2: 17,620 shares; 2025Q3: 17,357 shares; 2025Q4: 16,736 shares; 2026Q1: 17,516 shares 17,516 $1.96M 0.01% +780 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 28,850 shares; 2025Q1: 36,125 shares; 2025Q2: 54,230 shares; 2025Q3: 62,460 shares; 2025Q4: 51,685 shares; 2026Q1: 49,670 shares 49,670 $1.96M 0.01% -2,015 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,928 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,643 shares 37,643 $1.96M 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,850 shares; 2025Q1: 1,371 shares; 2025Q2: 1,661 shares; 2025Q3: 1,350 shares; 2025Q4: 3,218 shares; 2026Q1: 4,116 shares 4,116 $1.95M 0.01% +898 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 20,039 shares; 2025Q1: 31,229 shares; 2025Q2: 44,299 shares; 2025Q3: 55,962 shares; 2025Q4: 60,518 shares; 2026Q1: 84,265 shares 84,265 $1.95M 0.01% +23,747 Timeline CHGX 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: 58,734 shares; 2025Q3: 57,568 shares; 2025Q4: 68,161 shares; 2026Q1: 72,707 shares 72,707 $1.95M 0.01% +4,546 Timeline SIXO 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: 37,541 shares; 2024Q4: 46,160 shares; 2025Q1: 45,236 shares; 2025Q2: 40,589 shares; 2025Q3: 61,298 shares; 2025Q4: 65,015 shares; 2026Q1: 57,715 shares 57,715 $1.95M 0.01% -7,300 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,861 shares; 2024Q4: 229,283 shares; 2025Q1: 290,878 shares; 2025Q2: 278,027 shares; 2025Q3: 280,102 shares; 2025Q4: 224,796 shares; 2026Q1: 228,340 shares 228,340 $1.95M 0.01% +3,544 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,438 shares; 2024Q4: 49,083 shares; 2025Q1: 48,901 shares; 2025Q2: 47,826 shares; 2025Q3: 48,756 shares; 2025Q4: 51,824 shares; 2026Q1: 53,943 shares 53,943 $1.94M <0.01% +2,119 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,892 shares; 2024Q4: 172,642 shares; 2025Q1: 233,356 shares; 2025Q2: 203,808 shares; 2025Q3: 247,185 shares; 2025Q4: 219,710 shares; 2026Q1: 228,794 shares 228,794 $1.93M <0.01% +9,084 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,081 shares; 2024Q4: 59,581 shares; 2025Q1: 79,784 shares; 2025Q2: 83,117 shares; 2025Q3: 91,661 shares; 2025Q4: 82,654 shares; 2026Q1: 89,065 shares 89,065 $1.93M <0.01% +6,411 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,507 shares; 2024Q4: 27,441 shares; 2025Q1: 24,368 shares; 2025Q2: 17,936 shares; 2025Q3: 16,187 shares; 2025Q4: 40,747 shares; 2026Q1: 46,543 shares 46,543 $1.93M <0.01% +5,796 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,334 shares; 2024Q4: 37,793 shares; 2025Q1: 38,679 shares; 2025Q2: 37,943 shares; 2025Q3: 48,787 shares; 2025Q4: 37,733 shares; 2026Q1: 36,952 shares 36,952 $1.92M <0.01% -781 Timeline DUKQ 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: not reported; 2024Q4: 31,541 shares; 2025Q1: 123,549 shares; 2025Q2: 148,781 shares; 2025Q3: 158,728 shares; 2025Q4: 112,502 shares; 2026Q1: 70,519 shares 70,519 $1.91M <0.01% -41,983 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,607 shares; 2026Q1: 244,971 shares 244,971 $1.91M <0.01% +5,364 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 40,390 shares; 2025Q1: 70,092 shares; 2025Q2: 66,875 shares; 2025Q3: 80,182 shares; 2025Q4: 113,670 shares; 2026Q1: 115,599 shares 115,599 $1.9M <0.01% +1,929 Timeline SNOV 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: 102,920 shares; 2024Q4: 165,740 shares; 2025Q1: 157,200 shares; 2025Q2: 130,441 shares; 2025Q3: 107,219 shares; 2025Q4: 100,940 shares; 2026Q1: 76,617 shares 76,617 $1.9M <0.01% -24,323 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,976 shares; 2025Q1: 20,702 shares; 2025Q2: 20,534 shares; 2025Q3: 22,007 shares; 2025Q4: 21,257 shares; 2026Q1: 24,172 shares 24,172 $1.9M <0.01% +2,915 Timeline BITO 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: 46,436 shares; 2024Q4: 82,055 shares; 2025Q1: 99,392 shares; 2025Q2: 172,958 shares; 2025Q3: 250,789 shares; 2025Q4: 211,425 shares; 2026Q1: 203,493 shares 203,493 $1.9M <0.01% -7,932 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 14,170 shares; 2025Q3: 16,734 shares; 2025Q4: 21,318 shares; 2026Q1: 112,097 shares 112,097 $1.89M <0.01% +90,779 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,036 shares; 2025Q4: 7,197 shares; 2026Q1: 33,430 shares 33,430 $1.89M <0.01% +26,233 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,787 shares; 2024Q4: 20,707 shares; 2025Q1: 21,385 shares; 2025Q2: 22,158 shares; 2025Q3: 25,149 shares; 2025Q4: 31,221 shares; 2026Q1: 37,356 shares 37,356 $1.89M <0.01% +6,135 Timeline SMOT 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: 98,842 shares; 2024Q4: 113,254 shares; 2025Q1: 84,297 shares; 2025Q2: 87,938 shares; 2025Q3: 61,444 shares; 2025Q4: 53,004 shares; 2026Q1: 53,773 shares 53,773 $1.89M <0.01% +769 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 7,877 shares; 2025Q1: 7,654 shares; 2025Q2: 10,861 shares; 2025Q3: 16,660 shares; 2025Q4: 45,228 shares; 2026Q1: 47,863 shares 47,863 $1.89M <0.01% +2,635 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 39,109 shares; 2026Q1: 45,938 shares 45,938 $1.88M <0.01% +6,829 Timeline QEFA 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: 10,399 shares; 2024Q4: 12,624 shares; 2025Q1: 20,789 shares; 2025Q2: 20,421 shares; 2025Q3: 20,382 shares; 2025Q4: 19,445 shares; 2026Q1: 20,174 shares 20,174 $1.88M <0.01% +729 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,954 shares; 2024Q4: 9,816 shares; 2025Q1: 9,450 shares; 2025Q2: 9,223 shares; 2025Q3: 8,796 shares; 2025Q4: 9,756 shares; 2026Q1: 9,666 shares 9,666 $1.88M <0.01% -90 Timeline QWLD 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: 12,644 shares; 2024Q4: 12,700 shares; 2025Q1: 12,425 shares; 2025Q2: 12,405 shares; 2025Q3: 12,419 shares; 2025Q4: 12,805 shares; 2026Q1: 13,120 shares 13,120 $1.88M <0.01% +315 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,547 shares; 2025Q1: 19,737 shares; 2025Q2: 27,730 shares; 2025Q3: 14,642 shares; 2025Q4: 14,191 shares; 2026Q1: 15,891 shares 15,891 $1.88M <0.01% +1,700 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,777 shares 21,777 $1.88M <0.01% new Timeline OACP 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: 95,044 shares; 2024Q4: 90,665 shares; 2025Q1: 90,940 shares; 2025Q2: 86,843 shares; 2025Q3: 76,178 shares; 2025Q4: 82,481 shares; 2026Q1: 82,401 shares 82,401 $1.87M <0.01% -80 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 13,390 shares; 2025Q3: 40,864 shares; 2025Q4: 46,520 shares; 2026Q1: 51,558 shares 51,558 $1.87M <0.01% +5,038 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,682 shares; 2024Q4: 95,378 shares; 2025Q1: 90,808 shares; 2025Q2: 88,721 shares; 2025Q3: 83,175 shares; 2025Q4: 83,545 shares; 2026Q1: 80,040 shares 80,040 $1.87M <0.01% -3,505 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 19,571 shares; 2025Q1: 12,847 shares; 2025Q2: 10,213 shares; 2025Q3: 9,542 shares; 2025Q4: 10,041 shares; 2026Q1: 19,165 shares 19,165 $1.87M <0.01% +9,124 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 33,898 shares; 2025Q1: 26,566 shares; 2025Q2: 10,938 shares; 2025Q3: 58,019 shares; 2025Q4: 80,003 shares; 2026Q1: 88,043 shares 88,043 $1.87M <0.01% +8,040 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 18,224 shares; 2025Q1: 16,825 shares; 2025Q2: 15,584 shares; 2025Q3: 17,513 shares; 2025Q4: 28,224 shares; 2026Q1: 29,857 shares 29,857 $1.86M <0.01% +1,633 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,710 shares; 2024Q4: 19,353 shares; 2025Q1: 24,514 shares; 2025Q2: 23,085 shares; 2025Q3: 24,080 shares; 2025Q4: 30,156 shares; 2026Q1: 85,313 shares 85,313 $1.86M <0.01% +55,157 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,945 shares; 2024Q4: 28,035 shares; 2025Q1: 24,494 shares; 2025Q2: 27,429 shares; 2025Q3: 32,255 shares; 2025Q4: 30,087 shares; 2026Q1: 28,090 shares 28,090 $1.86M <0.01% -1,997 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,440 shares; 2024Q4: 93,732 shares; 2025Q1: 89,002 shares; 2025Q2: 70,641 shares; 2025Q3: 70,684 shares; 2025Q4: 75,025 shares; 2026Q1: 75,763 shares 75,763 $1.86M <0.01% +738 Timeline KNOV 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: 76,927 shares; 2025Q1: 74,927 shares; 2025Q2: 69,527 shares; 2025Q3: 67,996 shares; 2025Q4: 68,826 shares; 2026Q1: 64,826 shares 64,826 $1.86M <0.01% -4,000 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 25,611 shares; 2025Q1: 24,783 shares; 2025Q2: 25,941 shares; 2025Q3: 32,753 shares; 2025Q4: 37,113 shares; 2026Q1: 37,782 shares 37,782 $1.86M <0.01% +669 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 18,522 shares; 2025Q1: 14,006 shares; 2025Q2: 19,083 shares; 2025Q3: 193,713 shares; 2025Q4: 172,383 shares; 2026Q1: 244,918 shares 244,918 $1.85M <0.01% +72,535 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 19,604 shares; 2025Q1: 23,738 shares; 2025Q2: 21,328 shares; 2025Q3: 18,533 shares; 2025Q4: 13,658 shares; 2026Q1: 18,198 shares 18,198 $1.85M <0.01% +4,540 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,662 shares; 2024Q4: 33,676 shares; 2025Q1: 32,898 shares; 2025Q2: 75,838 shares; 2025Q3: 90,154 shares; 2025Q4: 94,764 shares; 2026Q1: 92,148 shares 92,148 $1.85M <0.01% -2,616 Timeline GMMA 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: 24,001 shares; 2025Q1: 26,276 shares; 2025Q2: 58,867 shares; 2025Q3: 71,785 shares; 2025Q4: 80,347 shares; 2026Q1: 89,980 shares 89,980 $1.85M <0.01% +9,633 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,537 shares; 2025Q1: 15,388 shares; 2025Q2: 20,622 shares; 2025Q3: 42,827 shares; 2025Q4: 50,094 shares; 2026Q1: 51,080 shares 51,080 $1.85M <0.01% +986 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 13,326 shares; 2025Q1: 13,826 shares; 2025Q2: 14,055 shares; 2025Q3: 23,702 shares; 2025Q4: 22,012 shares; 2026Q1: 21,835 shares 21,835 $1.85M <0.01% -177 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 12,020 shares; 2025Q1: 19,363 shares; 2025Q2: 19,278 shares; 2025Q3: 23,334 shares; 2025Q4: 19,250 shares; 2026Q1: 16,746 shares 16,746 $1.85M <0.01% -2,504 Timeline RSPG 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: 9,009 shares; 2024Q4: 9,508 shares; 2025Q1: 16,484 shares; 2025Q2: 19,451 shares; 2025Q3: 18,875 shares; 2025Q4: 17,197 shares; 2026Q1: 16,849 shares 16,849 $1.84M <0.01% -348 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,545 shares; 2024Q4: 43,165 shares; 2025Q1: 39,502 shares; 2025Q2: 38,837 shares; 2025Q3: 37,415 shares; 2025Q4: 39,459 shares; 2026Q1: 43,325 shares 43,325 $1.84M <0.01% +3,866 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,657 shares; 2025Q2: 23,214 shares; 2025Q3: 17,435 shares; 2025Q4: 20,991 shares; 2026Q1: 29,771 shares 29,771 $1.84M <0.01% +8,780 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 22,287 shares; 2025Q1: 31,442 shares; 2025Q2: 39,350 shares; 2025Q3: 40,139 shares; 2025Q4: 42,423 shares; 2026Q1: 48,111 shares 48,111 $1.84M <0.01% +5,688 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,603 shares; 2024Q4: 331,943 shares; 2025Q1: 342,128 shares; 2025Q2: 357,175 shares; 2025Q3: 359,010 shares; 2025Q4: 359,581 shares; 2026Q1: 367,023 shares 367,023 $1.83M <0.01% +7,442 Timeline YSEP 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: 70,062 shares; 2024Q4: 68,519 shares; 2025Q1: 75,732 shares; 2025Q2: 61,872 shares; 2025Q3: 43,534 shares; 2025Q4: 61,821 shares; 2026Q1: 69,917 shares 69,917 $1.83M <0.01% +8,096 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,512 shares; 2024Q4: 238,637 shares; 2025Q1: 379,637 shares; 2025Q2: 553,437 shares; 2025Q3: 661,437 shares; 2025Q4: 484,437 shares; 2026Q1: 415,864 shares 415,864 $1.83M <0.01% -68,573 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,807 shares; 2024Q4: 14,000 shares; 2025Q1: 14,278 shares; 2025Q2: 13,863 shares; 2025Q3: 44,693 shares; 2025Q4: 122,371 shares; 2026Q1: 139,196 shares 139,196 $1.82M <0.01% +16,825 Timeline FNDA 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: 32,265 shares; 2024Q4: 63,400 shares; 2025Q1: 65,824 shares; 2025Q2: 53,094 shares; 2025Q3: 54,882 shares; 2025Q4: 52,548 shares; 2026Q1: 56,196 shares 56,196 $1.82M <0.01% +3,648 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 71,760 shares; 2025Q4: 101,529 shares; 2026Q1: 92,080 shares 92,080 $1.82M <0.01% -9,449 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,227 shares; 2024Q4: 88,759 shares; 2025Q1: 86,245 shares; 2025Q2: 89,517 shares; 2025Q3: 89,792 shares; 2025Q4: 94,061 shares; 2026Q1: 90,714 shares 90,714 $1.82M <0.01% -3,347 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,364 shares; 2024Q4: 81,415 shares; 2025Q1: 76,468 shares; 2025Q2: 70,651 shares; 2025Q3: 65,277 shares; 2025Q4: 62,317 shares; 2026Q1: 59,718 shares 59,718 $1.82M <0.01% -2,599 Timeline DIVB 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: 47,559 shares; 2024Q4: 62,304 shares; 2025Q1: 70,207 shares; 2025Q2: 38,529 shares; 2025Q3: 39,514 shares; 2025Q4: 37,533 shares; 2026Q1: 33,720 shares 33,720 $1.82M <0.01% -3,813 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,503 shares; 2024Q4: 30,394 shares; 2025Q1: 21,581 shares; 2025Q2: 33,895 shares; 2025Q3: 51,478 shares; 2025Q4: 68,284 shares; 2026Q1: 73,131 shares 73,131 $1.81M <0.01% +4,847 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,930 shares; 2024Q4: 51,459 shares; 2025Q1: 66,160 shares; 2025Q2: 78,508 shares; 2025Q3: 87,370 shares; 2025Q4: 88,746 shares; 2026Q1: 87,501 shares 87,501 $1.81M <0.01% -1,245 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,038 shares; 2024Q4: 30,941 shares; 2025Q1: 30,672 shares; 2025Q2: 31,726 shares; 2025Q3: 35,693 shares; 2025Q4: 37,008 shares; 2026Q1: 45,422 shares 45,422 $1.81M <0.01% +8,414 Timeline KBWB 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: 13,462 shares; 2024Q4: 15,843 shares; 2025Q1: 25,740 shares; 2025Q2: 23,713 shares; 2025Q3: 23,144 shares; 2025Q4: 25,666 shares; 2026Q1: 22,905 shares 22,905 $1.81M <0.01% -2,761 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,015 shares; 2024Q4: 108,109 shares; 2025Q1: 105,994 shares; 2025Q2: 105,994 shares; 2025Q3: 103,452 shares; 2025Q4: 92,891 shares; 2026Q1: 92,986 shares 92,986 $1.81M <0.01% +95 Timeline OAIM 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: 61,465 shares; 2024Q4: 87,967 shares; 2025Q1: 94,292 shares; 2025Q2: 100,711 shares; 2025Q3: 39,932 shares; 2025Q4: 42,092 shares; 2026Q1: 41,965 shares 41,965 $1.81M <0.01% -127 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,022 shares; 2024Q4: 44,280 shares; 2025Q1: 27,542 shares; 2025Q2: 23,758 shares; 2025Q3: 20,388 shares; 2025Q4: 21,921 shares; 2026Q1: 19,631 shares 19,631 $1.81M <0.01% -2,290 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,302 shares; 2024Q4: 34,275 shares; 2025Q1: 39,189 shares; 2025Q2: 45,467 shares; 2025Q3: 46,587 shares; 2025Q4: 44,408 shares; 2026Q1: 37,992 shares 37,992 $1.81M <0.01% -6,416 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,593 shares; 2024Q4: 161,363 shares; 2025Q1: 172,735 shares; 2025Q2: 159,442 shares; 2025Q3: 119,390 shares; 2025Q4: 120,612 shares; 2026Q1: 133,613 shares 133,613 $1.8M <0.01% +13,001 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,439 shares; 2024Q4: 94,200 shares; 2025Q1: 73,290 shares; 2025Q2: 67,984 shares; 2025Q3: 72,593 shares; 2025Q4: 73,092 shares; 2026Q1: 71,774 shares 71,774 $1.8M <0.01% -1,318 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,938 shares; 2024Q4: 19,953 shares; 2025Q1: 24,322 shares; 2025Q2: 26,408 shares; 2025Q3: 29,922 shares; 2025Q4: 31,173 shares; 2026Q1: 31,321 shares 31,321 $1.8M <0.01% +148 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 16,528 shares; 2025Q1: 10,123 shares; 2025Q2: 20,397 shares; 2025Q3: 38,623 shares; 2025Q4: 38,393 shares; 2026Q1: 33,760 shares 33,760 $1.79M <0.01% -4,633 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 16,426 shares; 2025Q1: 19,435 shares; 2025Q2: 21,811 shares; 2025Q3: 24,206 shares; 2025Q4: 25,583 shares; 2026Q1: 25,198 shares 25,198 $1.79M <0.01% -385 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,321 shares; 2024Q4: 22,295 shares; 2025Q1: 12,567 shares; 2025Q2: 12,594 shares; 2025Q3: 17,657 shares; 2025Q4: 17,306 shares; 2026Q1: 18,101 shares 18,101 $1.79M <0.01% +795 Timeline OCTW 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: 29,599 shares; 2024Q4: 32,190 shares; 2025Q1: 52,313 shares; 2025Q2: 42,321 shares; 2025Q3: 42,813 shares; 2025Q4: 48,977 shares; 2026Q1: 46,378 shares 46,378 $1.78M <0.01% -2,599 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337,901 shares; 2025Q1: 153,367 shares; 2025Q2: 141,148 shares; 2025Q3: 141,347 shares; 2025Q4: 71,295 shares; 2026Q1: 69,502 shares 69,502 $1.77M <0.01% -1,793 Timeline KAPR 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: 91,824 shares; 2024Q4: 82,844 shares; 2025Q1: 71,259 shares; 2025Q2: 56,207 shares; 2025Q3: 55,821 shares; 2025Q4: 54,165 shares; 2026Q1: 48,866 shares 48,866 $1.77M <0.01% -5,299 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 6,970 shares; 2025Q1: 6,637 shares; 2025Q2: 7,333 shares; 2025Q3: 4,550 shares; 2025Q4: 4,651 shares; 2026Q1: 8,638 shares 8,638 $1.77M <0.01% +3,987 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 34,175 shares; 2025Q1: 62,998 shares; 2025Q2: 274,557 shares; 2025Q3: 312,277 shares; 2025Q4: 401,316 shares; 2026Q1: 428,706 shares 428,706 $1.77M <0.01% +27,390 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,778 shares; 2024Q4: 25,125 shares; 2025Q1: 23,414 shares; 2025Q2: 24,632 shares; 2025Q3: 30,580 shares; 2025Q4: 35,047 shares; 2026Q1: 32,739 shares 32,739 $1.76M <0.01% -2,308 Timeline JANW 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: 49,504 shares; 2024Q4: 45,179 shares; 2025Q1: 47,588 shares; 2025Q2: 42,628 shares; 2025Q3: 40,982 shares; 2025Q4: 38,232 shares; 2026Q1: 48,344 shares 48,344 $1.76M <0.01% +10,112 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 15,709 shares; 2025Q1: 23,751 shares; 2025Q2: 33,923 shares; 2025Q3: 38,347 shares; 2025Q4: 67,950 shares; 2026Q1: 84,211 shares 84,211 $1.76M <0.01% +16,261 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 75,539 shares; 2025Q1: 77,020 shares; 2025Q2: 72,851 shares; 2025Q3: 74,195 shares; 2025Q4: 76,389 shares; 2026Q1: 77,397 shares 77,397 $1.76M <0.01% +1,008 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,745 shares; 2025Q1: 2,182 shares; 2025Q2: 3,225 shares; 2025Q3: 3,647 shares; 2025Q4: 9,421 shares; 2026Q1: 3,663 shares 3,663 $1.76M <0.01% -5,758 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,280 shares; 2024Q4: 32,472 shares; 2025Q1: 34,674 shares; 2025Q2: 33,720 shares; 2025Q3: 40,237 shares; 2025Q4: 48,565 shares; 2026Q1: 46,164 shares 46,164 $1.76M <0.01% -2,401 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,854 shares; 2024Q4: 17,605 shares; 2025Q1: 31,723 shares; 2025Q2: 36,621 shares; 2025Q3: 35,791 shares; 2025Q4: 34,007 shares; 2026Q1: 40,145 shares 40,145 $1.76M <0.01% +6,138 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 24,974 shares; 2025Q1: 26,359 shares; 2025Q2: 26,247 shares; 2025Q3: 28,231 shares; 2025Q4: 25,275 shares; 2026Q1: 19,022 shares 19,022 $1.76M <0.01% -6,253 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,138 shares 44,138 $1.75M <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,129 shares; 2024Q4: 159,532 shares; 2025Q1: 160,071 shares; 2025Q2: 182,487 shares; 2025Q3: 190,796 shares; 2025Q4: 191,966 shares; 2026Q1: 190,399 shares 190,399 $1.75M <0.01% -1,567 Timeline INTF 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: 42,611 shares; 2024Q4: 58,838 shares; 2025Q1: 67,447 shares; 2025Q2: 88,910 shares; 2025Q3: 27,888 shares; 2025Q4: 32,555 shares; 2026Q1: 44,975 shares 44,975 $1.75M <0.01% +12,420 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 5,953 shares; 2025Q1: 6,302 shares; 2025Q2: 6,236 shares; 2025Q3: 7,797 shares; 2025Q4: 8,190 shares; 2026Q1: 9,543 shares 9,543 $1.75M <0.01% +1,353 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,786 shares; 2024Q4: 57,812 shares; 2025Q1: 55,772 shares; 2025Q2: 45,681 shares; 2025Q3: 24,450 shares; 2025Q4: 23,511 shares; 2026Q1: 23,229 shares 23,229 $1.75M <0.01% -282 Timeline STXV 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: 194,856 shares; 2024Q4: 198,077 shares; 2025Q1: 202,665 shares; 2025Q2: 52,405 shares; 2025Q3: 49,678 shares; 2025Q4: 49,227 shares; 2026Q1: 49,726 shares 49,726 $1.75M <0.01% +499 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 9,306 shares; 2025Q1: 9,124 shares; 2025Q2: 8,679 shares; 2025Q3: 8,769 shares; 2025Q4: 9,070 shares; 2026Q1: 6,413 shares 6,413 $1.75M <0.01% -2,657 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,643 shares; 2025Q4: 5,136 shares; 2026Q1: 8,504 shares 8,504 $1.75M <0.01% +3,368 Timeline BOCT 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: 41,613 shares; 2024Q4: 44,728 shares; 2025Q1: 43,605 shares; 2025Q2: 37,836 shares; 2025Q3: 31,283 shares; 2025Q4: 35,346 shares; 2026Q1: 36,333 shares 36,333 $1.74M <0.01% +987 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,367 shares; 2024Q4: 457,872 shares; 2025Q1: 430,181 shares; 2025Q2: 454,215 shares; 2025Q3: 430,043 shares; 2025Q4: 382,825 shares; 2026Q1: 376,159 shares 376,159 $1.74M <0.01% -6,666 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,364 shares; 2024Q4: 33,558 shares; 2025Q1: 43,970 shares; 2025Q2: 49,629 shares; 2025Q3: 56,973 shares; 2025Q4: 46,373 shares; 2026Q1: 77,848 shares 77,848 $1.74M <0.01% +31,475 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,713 shares; 2025Q2: 33,006 shares; 2025Q3: 29,939 shares; 2025Q4: 40,663 shares; 2026Q1: 36,165 shares 36,165 $1.74M <0.01% -4,498 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 7,049 shares; 2025Q1: 11,692 shares; 2025Q2: 15,128 shares; 2025Q3: 16,605 shares; 2025Q4: 17,669 shares; 2026Q1: 17,445 shares 17,445 $1.73M <0.01% -224 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 77,179 shares; 2025Q1: 21,883 shares; 2025Q2: 23,175 shares; 2025Q3: 32,630 shares; 2025Q4: 14,733 shares; 2026Q1: 13,504 shares 13,504 $1.73M <0.01% -1,229 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 7,891 shares; 2026Q1: 12,618 shares 12,618 $1.73M <0.01% +4,727 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 21,039 shares; 2025Q1: 19,572 shares; 2025Q2: 19,116 shares; 2025Q3: 19,239 shares; 2025Q4: 17,381 shares; 2026Q1: 17,944 shares 17,944 $1.73M <0.01% +563 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,899 shares; 2024Q4: 38,083 shares; 2025Q1: 37,479 shares; 2025Q2: 38,018 shares; 2025Q3: 40,237 shares; 2025Q4: 44,185 shares; 2026Q1: 48,212 shares 48,212 $1.73M <0.01% +4,027 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,316 shares; 2024Q4: 148,833 shares; 2025Q1: 69,141 shares; 2025Q2: 132,587 shares; 2025Q3: 134,204 shares; 2025Q4: 152,143 shares; 2026Q1: 36,867 shares 36,867 $1.73M <0.01% -115,276 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,119 shares; 2025Q2: 25,781 shares; 2025Q3: 34,278 shares; 2025Q4: 28,252 shares; 2026Q1: 38,153 shares 38,153 $1.73M <0.01% +9,901 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 45,889 shares 45,889 $1.73M <0.01% new Timeline EEMV 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: 36,933 shares; 2024Q4: 30,284 shares; 2025Q1: 27,663 shares; 2025Q2: 27,676 shares; 2025Q3: 31,401 shares; 2025Q4: 30,580 shares; 2026Q1: 26,627 shares 26,627 $1.72M <0.01% -3,953 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 29,457 shares; 2026Q1: 74,982 shares 74,982 $1.72M <0.01% +45,525 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 19,766 shares; 2025Q1: 12,005 shares; 2025Q2: 10,272 shares; 2025Q3: 14,943 shares; 2025Q4: 33,745 shares; 2026Q1: 42,754 shares 42,754 $1.72M <0.01% +9,009 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,065 shares; 2024Q4: 37,643 shares; 2025Q1: 35,778 shares; 2025Q2: 35,431 shares; 2025Q3: 34,718 shares; 2025Q4: 34,557 shares; 2026Q1: 32,826 shares 32,826 $1.72M <0.01% -1,731 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 30,055 shares; 2025Q1: 31,025 shares; 2025Q2: 28,667 shares; 2025Q3: 23,785 shares; 2025Q4: 19,283 shares; 2026Q1: 21,845 shares 21,845 $1.72M <0.01% +2,562 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,169 shares; 2024Q4: 85,142 shares; 2025Q1: 111,757 shares; 2025Q2: 86,152 shares; 2025Q3: 86,542 shares; 2025Q4: 78,793 shares; 2026Q1: 85,674 shares 85,674 $1.72M <0.01% +6,881 Timeline DNOV 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: 43,719 shares; 2024Q4: 49,388 shares; 2025Q1: 48,945 shares; 2025Q2: 48,433 shares; 2025Q3: 46,747 shares; 2025Q4: 36,925 shares; 2026Q1: 35,870 shares 35,870 $1.72M <0.01% -1,055 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,387 shares; 2024Q4: 85,760 shares; 2025Q1: 99,620 shares; 2025Q2: 114,180 shares; 2025Q3: 156,335 shares; 2025Q4: 99,444 shares; 2026Q1: 94,060 shares 94,060 $1.72M <0.01% -5,384 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,033 shares; 2024Q4: 96,305 shares; 2025Q1: 89,680 shares; 2025Q2: 76,398 shares; 2025Q3: 74,165 shares; 2025Q4: 60,513 shares; 2026Q1: 59,314 shares 59,314 $1.72M <0.01% -1,199 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,127 shares; 2024Q4: 9,600 shares; 2025Q1: 8,651 shares; 2025Q2: 8,198 shares; 2025Q3: 10,710 shares; 2025Q4: 33,666 shares; 2026Q1: 31,591 shares 31,591 $1.71M <0.01% -2,075 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,147 shares; 2026Q1: 38,986 shares 38,986 $1.71M <0.01% +22,839 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,450 shares; 2025Q1: 7,748 shares; 2025Q2: 7,781 shares; 2025Q3: 7,014 shares; 2025Q4: 7,304 shares; 2026Q1: 6,975 shares 6,975 $1.71M <0.01% -329 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 17,216 shares; 2025Q1: 17,926 shares; 2025Q2: 18,164 shares; 2025Q3: 18,413 shares; 2025Q4: 13,722 shares; 2026Q1: 13,416 shares 13,416 $1.71M <0.01% -306 Timeline EUFN 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: 34,189 shares; 2025Q2: 60,844 shares; 2025Q3: 46,840 shares; 2025Q4: 45,997 shares; 2026Q1: 48,954 shares 48,954 $1.71M <0.01% +2,957 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,741 shares; 2024Q4: 24,088 shares; 2025Q1: 25,232 shares; 2025Q2: 24,423 shares; 2025Q3: 26,412 shares; 2025Q4: 27,469 shares; 2026Q1: 26,238 shares 26,238 $1.71M <0.01% -1,231 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,663 shares; 2025Q2: 3,174 shares; 2025Q3: 27,509 shares; 2025Q4: 26,813 shares; 2026Q1: 23,379 shares 23,379 $1.7M <0.01% -3,434 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 13,704 shares; 2025Q1: 13,711 shares; 2025Q2: 6,968 shares; 2025Q3: 7,370 shares; 2025Q4: 8,371 shares; 2026Q1: 38,167 shares 38,167 $1.7M <0.01% +29,796 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,015 shares; 2024Q4: 106,807 shares; 2025Q1: 105,577 shares; 2025Q2: 119,862 shares; 2025Q3: 128,853 shares; 2025Q4: 136,958 shares; 2026Q1: 155,607 shares 155,607 $1.7M <0.01% +18,649 Timeline CLOA 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: 6,592 shares; 2024Q4: 6,875 shares; 2025Q1: 13,829 shares; 2025Q2: 18,139 shares; 2025Q3: 23,564 shares; 2025Q4: 31,828 shares; 2026Q1: 32,656 shares 32,656 $1.69M <0.01% +828 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,463 shares; 2026Q1: 89,118 shares 89,118 $1.69M <0.01% -3,345 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,364 shares; 2025Q4: 117,149 shares; 2026Q1: 127,224 shares 127,224 $1.69M <0.01% +10,075 Timeline ALAI 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: 10,278 shares; 2025Q1: 14,949 shares; 2025Q2: 23,523 shares; 2025Q3: 39,022 shares; 2025Q4: 48,899 shares; 2026Q1: 50,976 shares 50,976 $1.68M <0.01% +2,077 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,320 shares; 2024Q4: 90,939 shares; 2025Q1: 97,812 shares; 2025Q2: 116,362 shares; 2025Q3: 100,958 shares; 2025Q4: 70,146 shares; 2026Q1: 63,684 shares 63,684 $1.68M <0.01% -6,462 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,242 shares 33,242 $1.68M <0.01% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,088 shares; 2025Q1: 4,802 shares; 2025Q2: 5,158 shares; 2025Q3: 5,319 shares; 2025Q4: 6,023 shares; 2026Q1: 7,492 shares 7,492 $1.67M <0.01% +1,469 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 306 shares; 2025Q1: 350 shares; 2025Q2: 310 shares; 2025Q3: 434 shares; 2025Q4: 290 shares; 2026Q1: 253 shares 253 $1.67M <0.01% -37 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 26,059 shares; 2025Q1: 28,139 shares; 2025Q2: 26,085 shares; 2025Q3: 23,953 shares; 2025Q4: 22,610 shares; 2026Q1: 21,486 shares 21,486 $1.67M <0.01% -1,124 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,665 shares; 2025Q3: 36,901 shares; 2025Q4: 71,286 shares; 2026Q1: 74,554 shares 74,554 $1.67M <0.01% +3,268 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,824 shares; 2025Q2: 32,728 shares; 2025Q3: 33,353 shares; 2025Q4: 33,537 shares; 2026Q1: 33,170 shares 33,170 $1.67M <0.01% -367 Timeline XLSR 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: 29,431 shares; 2024Q4: 32,908 shares; 2025Q1: 33,947 shares; 2025Q2: 33,869 shares; 2025Q3: 30,798 shares; 2025Q4: 30,128 shares; 2026Q1: 28,799 shares 28,799 $1.66M <0.01% -1,329 Timeline DSEP 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: 43,407 shares; 2024Q4: 51,651 shares; 2025Q1: 43,730 shares; 2025Q2: 39,434 shares; 2025Q3: 41,669 shares; 2025Q4: 34,733 shares; 2026Q1: 37,786 shares 37,786 $1.66M <0.01% +3,053 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,551 shares; 2024Q4: 30,214 shares; 2025Q1: 30,905 shares; 2025Q2: 29,662 shares; 2025Q3: 29,894 shares; 2025Q4: 28,597 shares; 2026Q1: 29,385 shares 29,385 $1.66M <0.01% +788 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 13,215 shares; 2025Q1: 12,583 shares; 2025Q2: 11,466 shares; 2025Q3: 30,560 shares; 2025Q4: 27,912 shares; 2026Q1: 27,441 shares 27,441 $1.66M <0.01% -471 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,204 shares; 2025Q4: 38,766 shares; 2026Q1: 71,869 shares 71,869 $1.66M <0.01% +33,103 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,342 shares; 2024Q4: 19,354 shares; 2025Q1: 18,235 shares; 2025Q2: 16,267 shares; 2025Q3: 16,434 shares; 2025Q4: 15,838 shares; 2026Q1: 16,115 shares 16,115 $1.66M <0.01% +277 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,234 shares; 2024Q4: 228,706 shares; 2025Q1: 255,786 shares; 2025Q2: 139,519 shares; 2025Q3: 139,506 shares; 2025Q4: 140,894 shares; 2026Q1: 115,771 shares 115,771 $1.65M <0.01% -25,123 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 9,092 shares; 2025Q1: 6,573 shares; 2025Q2: 3,948 shares; 2025Q3: 4,251 shares; 2025Q4: 5,428 shares; 2026Q1: 5,876 shares 5,876 $1.65M <0.01% +448 Timeline IBHG 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: 42,745 shares; 2024Q4: 50,203 shares; 2025Q1: 59,052 shares; 2025Q2: 62,926 shares; 2025Q3: 63,862 shares; 2025Q4: 66,793 shares; 2026Q1: 74,575 shares 74,575 $1.65M <0.01% +7,782 Timeline GMMF 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: 16,407 shares 16,407 $1.65M <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 10,930 shares; 2025Q1: 39,232 shares; 2025Q2: 52,668 shares; 2025Q3: 51,778 shares; 2025Q4: 49,212 shares; 2026Q1: 47,796 shares 47,796 $1.65M <0.01% -1,416 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,504 shares; 2024Q4: 28,476 shares; 2025Q1: 28,459 shares; 2025Q2: 27,231 shares; 2025Q3: 26,653 shares; 2025Q4: 38,699 shares; 2026Q1: 42,580 shares 42,580 $1.65M <0.01% +3,881 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,505 shares; 2025Q2: 15,540 shares; 2025Q3: 15,118 shares; 2025Q4: 21,125 shares; 2026Q1: 32,215 shares 32,215 $1.64M <0.01% +11,090 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,953 shares; 2024Q4: 33,464 shares; 2025Q1: 37,723 shares; 2025Q2: 34,948 shares; 2025Q3: 35,077 shares; 2025Q4: 39,600 shares; 2026Q1: 48,551 shares 48,551 $1.64M <0.01% +8,951 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,950 shares; 2024Q4: 67,152 shares; 2025Q1: 64,713 shares; 2025Q2: 46,043 shares; 2025Q3: 44,639 shares; 2025Q4: 42,657 shares; 2026Q1: 45,179 shares 45,179 $1.64M <0.01% +2,522 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 90,707 shares; 2025Q1: 87,265 shares; 2025Q2: 144,297 shares; 2025Q3: 277,771 shares; 2025Q4: 292,611 shares; 2026Q1: 317,333 shares 317,333 $1.64M <0.01% +24,722 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 13,415 shares; 2025Q1: 12,422 shares; 2025Q2: 13,483 shares; 2025Q3: 14,165 shares; 2025Q4: 14,168 shares; 2026Q1: 14,931 shares 14,931 $1.64M <0.01% +763 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 10,029 shares; 2025Q1: 5,248 shares; 2025Q2: 7,195 shares; 2025Q3: 5,440 shares; 2025Q4: 6,431 shares; 2026Q1: 5,208 shares 5,208 $1.64M <0.01% -1,223 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 16,606 shares; 2025Q1: 21,919 shares; 2025Q2: 30,434 shares; 2025Q3: 28,717 shares; 2025Q4: 23,180 shares; 2026Q1: 26,727 shares 26,727 $1.63M <0.01% +3,547 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 31,636 shares; 2025Q1: 27,485 shares; 2025Q2: 25,177 shares; 2025Q3: 41,202 shares; 2025Q4: 25,707 shares; 2026Q1: 18,778 shares 18,778 $1.63M <0.01% -6,929 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 48,875 shares; 2025Q1: 56,168 shares; 2025Q2: 54,499 shares; 2025Q3: 54,909 shares; 2025Q4: 57,903 shares; 2026Q1: 60,080 shares 60,080 $1.63M <0.01% +2,177 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,656 shares; 2024Q4: 51,527 shares; 2025Q1: 49,662 shares; 2025Q2: 46,244 shares; 2025Q3: 34,592 shares; 2025Q4: 36,249 shares; 2026Q1: 33,938 shares 33,938 $1.63M <0.01% -2,311 Timeline TAFI 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: 79,124 shares; 2024Q4: 78,512 shares; 2025Q1: 78,218 shares; 2025Q2: 69,445 shares; 2025Q3: 67,820 shares; 2025Q4: 65,603 shares; 2026Q1: 64,641 shares 64,641 $1.63M <0.01% -962 Timeline GOAU 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: 23,517 shares; 2024Q4: 23,811 shares; 2025Q1: 46,019 shares; 2025Q2: 53,284 shares; 2025Q3: 51,821 shares; 2025Q4: 5,188 shares; 2026Q1: 36,679 shares 36,679 $1.63M <0.01% +31,491 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 11,501 shares; 2026Q1: 57,920 shares 57,920 $1.63M <0.01% +46,419 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,320 shares; 2025Q1: 3,465 shares; 2025Q2: 9,578 shares; 2025Q3: 9,782 shares; 2025Q4: 7,154 shares; 2026Q1: 9,092 shares 9,092 $1.62M <0.01% +1,938 Timeline DRLL 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: 80,984 shares; 2024Q4: 77,430 shares; 2025Q1: 96,212 shares; 2025Q2: 55,426 shares; 2025Q3: 52,366 shares; 2025Q4: 44,806 shares; 2026Q1: 40,983 shares 40,983 $1.62M <0.01% -3,823 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 5,690 shares; 2025Q1: 5,917 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 8,791 shares; 2026Q1: 24,382 shares 24,382 $1.62M <0.01% +15,591 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,799 shares; 2024Q4: 40,624 shares; 2025Q1: 40,420 shares; 2025Q2: 40,229 shares; 2025Q3: 47,343 shares; 2025Q4: 47,225 shares; 2026Q1: 44,802 shares 44,802 $1.62M <0.01% -2,423 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 8,637 shares; 2025Q1: 6,891 shares; 2025Q2: 7,285 shares; 2025Q3: 6,404 shares; 2025Q4: 26,028 shares; 2026Q1: 25,560 shares 25,560 $1.61M <0.01% -468 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,850 shares; 2024Q4: 120,819 shares; 2025Q1: 99,444 shares; 2025Q2: 102,618 shares; 2025Q3: 111,198 shares; 2025Q4: 119,790 shares; 2026Q1: 141,989 shares 141,989 $1.61M <0.01% +22,199 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 12,091 shares; 2025Q1: 12,802 shares; 2025Q2: 13,653 shares; 2025Q3: 13,814 shares; 2025Q4: 12,403 shares; 2026Q1: 11,536 shares 11,536 $1.61M <0.01% -867 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,592 shares; 2024Q4: 221,141 shares; 2025Q1: 207,157 shares; 2025Q2: 217,821 shares; 2025Q3: 232,938 shares; 2025Q4: 205,362 shares; 2026Q1: 195,336 shares 195,336 $1.61M <0.01% -10,026 Timeline DMXF 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: 36,170 shares; 2024Q4: 39,985 shares; 2025Q1: 28,401 shares; 2025Q2: 29,143 shares; 2025Q3: 10,476 shares; 2025Q4: 8,789 shares; 2026Q1: 21,190 shares 21,190 $1.6M <0.01% +12,401 Timeline APUE 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: 9,034 shares; 2024Q4: 11,666 shares; 2025Q1: 23,362 shares; 2025Q2: 34,304 shares; 2025Q3: 36,525 shares; 2025Q4: 39,856 shares; 2026Q1: 39,906 shares 39,906 $1.6M <0.01% +50 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,630 shares; 2024Q4: 217,391 shares; 2025Q1: 77,421 shares; 2025Q2: 60,625 shares; 2025Q3: 58,653 shares; 2025Q4: 57,972 shares; 2026Q1: 61,417 shares 61,417 $1.6M <0.01% +3,445 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,012 shares; 2024Q4: 26,340 shares; 2025Q1: 25,547 shares; 2025Q2: 25,682 shares; 2025Q3: 25,023 shares; 2025Q4: 25,935 shares; 2026Q1: 25,551 shares 25,551 $1.6M <0.01% -384 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,931 shares; 2024Q4: 49,013 shares; 2025Q1: 39,503 shares; 2025Q2: 42,048 shares; 2025Q3: 33,027 shares; 2025Q4: 31,739 shares; 2026Q1: 32,633 shares 32,633 $1.6M <0.01% +894 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,425 shares 16,425 $1.6M <0.01% new Timeline APRT 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: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 15,108 shares; 2025Q3: 14,648 shares; 2025Q4: 12,067 shares; 2026Q1: 37,574 shares 37,574 $1.6M <0.01% +25,507 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,021 shares; 2024Q4: 204,784 shares; 2025Q1: 163,498 shares; 2025Q2: 143,290 shares; 2025Q3: 148,537 shares; 2025Q4: 127,647 shares; 2026Q1: 129,486 shares 129,486 $1.6M <0.01% +1,839 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,344 shares; 2024Q4: 14,787 shares; 2025Q1: 15,505 shares; 2025Q2: 16,172 shares; 2025Q3: 24,752 shares; 2025Q4: 28,734 shares; 2026Q1: 33,344 shares 33,344 $1.59M <0.01% +4,610 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 7,905 shares; 2026Q1: 5,870 shares 5,870 $1.59M <0.01% -2,035 Timeline ETW 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: 420,994 shares; 2024Q4: 410,853 shares; 2025Q1: 336,599 shares; 2025Q2: 293,571 shares; 2025Q3: 186,328 shares; 2025Q4: 180,884 shares; 2026Q1: 180,799 shares 180,799 $1.59M <0.01% -85 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,123 shares; 2026Q1: 203,508 shares 203,508 $1.59M <0.01% +14,385 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,116 shares; 2025Q1: 4,317 shares; 2025Q2: 4,073 shares; 2025Q3: 4,641 shares; 2025Q4: 7,747 shares; 2026Q1: 7,584 shares 7,584 $1.59M <0.01% -163 Timeline QDEF 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: 8,234 shares; 2024Q4: 8,251 shares; 2025Q1: 8,058 shares; 2025Q2: 8,038 shares; 2025Q3: 9,044 shares; 2025Q4: 15,558 shares; 2026Q1: 19,865 shares 19,865 $1.59M <0.01% +4,307 Timeline DGRE 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: 40,256 shares; 2024Q4: 47,802 shares; 2025Q1: 48,010 shares; 2025Q2: 47,983 shares; 2025Q3: 48,244 shares; 2025Q4: 46,369 shares; 2026Q1: 47,894 shares 47,894 $1.59M <0.01% +1,525 Timeline KBWD 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: 113,648 shares; 2024Q4: 119,616 shares; 2025Q1: 106,372 shares; 2025Q2: 110,874 shares; 2025Q3: 115,309 shares; 2025Q4: 133,570 shares; 2026Q1: 126,365 shares 126,365 $1.58M <0.01% -7,205 Timeline CNTY CENTURY CASINOS INC More: the full row for CENTURY CASINOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,275 shares; 2024Q4: 628,100 shares; 2025Q1: 760,800 shares; 2025Q2: 1,062,400 shares; 2025Q3: 1,084,955 shares; 2025Q4: 1,126,950 shares; 2026Q1: 1,140,300 shares 1,140,300 $1.58M <0.01% +13,350 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,308 shares 86,308 $1.58M <0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 19,168 shares; 2025Q1: 14,644 shares; 2025Q2: 15,816 shares; 2025Q3: 17,365 shares; 2025Q4: 18,714 shares; 2026Q1: 20,980 shares 20,980 $1.58M <0.01% +2,266 Timeline APRW 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: 49,347 shares; 2024Q4: 45,557 shares; 2025Q1: 42,552 shares; 2025Q2: 49,898 shares; 2025Q3: 49,989 shares; 2025Q4: 48,281 shares; 2026Q1: 44,691 shares 44,691 $1.58M <0.01% -3,590 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 8,667 shares; 2025Q1: 9,110 shares; 2025Q2: 9,310 shares; 2025Q3: 7,595 shares; 2025Q4: 7,521 shares; 2026Q1: 8,078 shares 8,078 $1.58M <0.01% +557 Timeline FDV 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: 16,506 shares; 2025Q2: 35,231 shares; 2025Q3: 43,016 shares; 2025Q4: 51,042 shares; 2026Q1: 51,219 shares 51,219 $1.58M <0.01% +177 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,281 shares; 2024Q4: 269,989 shares; 2025Q1: 268,775 shares; 2025Q2: 285,852 shares; 2025Q3: 237,023 shares; 2025Q4: 202,068 shares; 2026Q1: 75,518 shares 75,518 $1.58M <0.01% -126,550 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,078 shares; 2024Q4: 41,747 shares; 2025Q1: 43,356 shares; 2025Q2: 33,156 shares; 2025Q3: 31,283 shares; 2025Q4: 46,450 shares; 2026Q1: 64,850 shares 64,850 $1.57M <0.01% +18,400 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,923 shares 34,923 $1.57M <0.01% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 11,924 shares; 2025Q1: 20,570 shares; 2025Q2: 49,083 shares; 2025Q3: 59,689 shares; 2025Q4: 71,879 shares; 2026Q1: 31,390 shares 31,390 $1.57M <0.01% -40,489 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,209 shares; 2025Q1: 1,306 shares; 2025Q2: 1,269 shares; 2025Q3: 1,234 shares; 2025Q4: 1,313 shares; 2026Q1: 1,318 shares 1,318 $1.57M <0.01% +5 GDMN 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: 11,652 shares; 2025Q1: 82,559 shares; 2025Q2: 16,751 shares; 2025Q3: 43,082 shares; 2025Q4: 38,600 shares; 2026Q1: 15,504 shares 15,504 $1.57M <0.01% -23,096 Timeline DDFO 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: 73,182 shares; 2026Q1: 73,087 shares 73,087 $1.57M <0.01% -95 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,795 shares; 2024Q4: 41,063 shares; 2025Q1: 28,609 shares; 2025Q2: 29,731 shares; 2025Q3: 34,156 shares; 2025Q4: 33,909 shares; 2026Q1: 37,229 shares 37,229 $1.56M <0.01% +3,320 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,275 shares; 2024Q4: 120,328 shares; 2025Q1: 122,814 shares; 2025Q2: 125,393 shares; 2025Q3: 110,572 shares; 2025Q4: 49,455 shares; 2026Q1: 50,643 shares 50,643 $1.56M <0.01% +1,188 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,732 shares; 2024Q4: 196,088 shares; 2025Q1: 198,106 shares; 2025Q2: 181,450 shares; 2025Q3: 180,001 shares; 2025Q4: 185,731 shares; 2026Q1: 190,940 shares 190,940 $1.56M <0.01% +5,209 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,721 shares; 2024Q4: 30,410 shares; 2025Q1: 29,796 shares; 2025Q2: 40,712 shares; 2025Q3: 58,903 shares; 2025Q4: 58,598 shares; 2026Q1: 69,388 shares 69,388 $1.56M <0.01% +10,790 Timeline SPIP 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: 43,559 shares; 2024Q4: 39,801 shares; 2025Q1: 36,464 shares; 2025Q2: 28,926 shares; 2025Q3: 28,843 shares; 2025Q4: 29,752 shares; 2026Q1: 59,911 shares 59,911 $1.56M <0.01% +30,159 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,023 shares; 2025Q1: 8,683 shares; 2025Q2: 10,478 shares; 2025Q3: 22,984 shares; 2025Q4: 25,671 shares; 2026Q1: 19,635 shares 19,635 $1.55M <0.01% -6,036 Timeline RSPS 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: 119,980 shares; 2024Q4: 89,015 shares; 2025Q1: 72,293 shares; 2025Q2: 67,408 shares; 2025Q3: 59,678 shares; 2025Q4: 57,351 shares; 2026Q1: 52,693 shares 52,693 $1.55M <0.01% -4,658 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: 8,846 shares; 2026Q1: 30,714 shares 30,714 $1.55M <0.01% +21,868 Timeline IBHI 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: 8,458 shares; 2024Q4: 201,185 shares; 2025Q1: 25,110 shares; 2025Q2: 54,782 shares; 2025Q3: 57,921 shares; 2025Q4: 47,529 shares; 2026Q1: 66,494 shares 66,494 $1.55M <0.01% +18,965 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,238 shares; 2025Q1: 4,216 shares; 2025Q2: 5,473 shares; 2025Q3: 5,494 shares; 2025Q4: 4,778 shares; 2026Q1: 4,615 shares 4,615 $1.55M <0.01% -163 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,637 shares; 2024Q4: 70,202 shares; 2025Q1: 69,740 shares; 2025Q2: 69,265 shares; 2025Q3: 64,607 shares; 2025Q4: 62,992 shares; 2026Q1: 64,797 shares 64,797 $1.55M <0.01% +1,805 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 12,867 shares; 2025Q1: 12,867 shares; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,867 shares; 2026Q1: 88,119 shares 88,119 $1.54M <0.01% +75,252 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,003 shares; 2025Q1: 79,240 shares; 2025Q2: 78,004 shares; 2025Q3: 77,501 shares; 2025Q4: 74,962 shares; 2026Q1: 70,370 shares 70,370 $1.54M <0.01% -4,592 Timeline EPI 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: 74,170 shares; 2024Q4: 67,938 shares; 2025Q1: 69,873 shares; 2025Q2: 69,024 shares; 2025Q3: 72,041 shares; 2025Q4: 36,192 shares; 2026Q1: 37,748 shares 37,748 $1.54M <0.01% +1,556 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,728 shares; 2024Q4: 137,390 shares; 2025Q1: 143,043 shares; 2025Q2: 150,237 shares; 2025Q3: 149,368 shares; 2025Q4: 136,796 shares; 2026Q1: 113,737 shares 113,737 $1.54M <0.01% -23,059 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,614 shares; 2024Q4: 13,457 shares; 2025Q1: 11,603 shares; 2025Q2: 8,598 shares; 2025Q3: 18,846 shares; 2025Q4: 11,169 shares; 2026Q1: 13,432 shares 13,432 $1.53M <0.01% +2,263 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,850 shares; 2024Q4: 57,369 shares; 2025Q1: 72,083 shares; 2025Q2: 58,989 shares; 2025Q3: 60,416 shares; 2025Q4: 32,372 shares; 2026Q1: 32,845 shares 32,845 $1.53M <0.01% +473 Timeline FIDU 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: 21,799 shares; 2024Q4: 19,507 shares; 2025Q1: 19,033 shares; 2025Q2: 17,980 shares; 2025Q3: 20,135 shares; 2025Q4: 16,506 shares; 2026Q1: 17,686 shares 17,686 $1.53M <0.01% +1,180 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,502 shares; 2024Q4: 15,003 shares; 2025Q1: 13,924 shares; 2025Q2: 13,300 shares; 2025Q3: 13,637 shares; 2025Q4: 12,717 shares; 2026Q1: 12,569 shares 12,569 $1.53M <0.01% -148 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,405 shares; 2024Q4: 52,762 shares; 2025Q1: 51,617 shares; 2025Q2: 47,101 shares; 2025Q3: 46,945 shares; 2025Q4: 48,532 shares; 2026Q1: 48,350 shares 48,350 $1.53M <0.01% -182 Timeline XSOE 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: 49,009 shares; 2024Q4: 45,891 shares; 2025Q1: 45,520 shares; 2025Q2: 40,609 shares; 2025Q3: 38,303 shares; 2025Q4: 38,080 shares; 2026Q1: 38,058 shares 38,058 $1.53M <0.01% -22 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,239 shares; 2025Q1: 11,550 shares; 2025Q2: 11,499 shares; 2025Q3: 12,600 shares; 2025Q4: 34,689 shares; 2026Q1: 36,084 shares 36,084 $1.52M <0.01% +1,395 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,423 shares; 2024Q4: 26,397 shares; 2025Q1: 24,800 shares; 2025Q2: 24,740 shares; 2025Q3: 25,457 shares; 2025Q4: 30,552 shares; 2026Q1: 30,939 shares 30,939 $1.52M <0.01% +387 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,761 shares; 2025Q1: 6,421 shares; 2025Q2: 11,644 shares; 2025Q3: 15,980 shares; 2025Q4: 10,490 shares; 2026Q1: 9,634 shares 9,634 $1.52M <0.01% -856 Timeline EVTR 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: 13,464 shares; 2024Q4: 13,018 shares; 2025Q1: 22,549 shares; 2025Q2: 19,070 shares; 2025Q3: 24,600 shares; 2025Q4: 26,468 shares; 2026Q1: 29,982 shares 29,982 $1.52M <0.01% +3,514 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,895 shares; 2024Q4: 30,456 shares; 2025Q1: 28,799 shares; 2025Q2: 35,057 shares; 2025Q3: 30,365 shares; 2025Q4: 33,381 shares; 2026Q1: 30,930 shares 30,930 $1.52M <0.01% -2,451 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,127 shares; 2024Q4: 9,894 shares; 2025Q1: 10,549 shares; 2025Q2: 22,930 shares; 2025Q3: 26,891 shares; 2025Q4: 30,654 shares; 2026Q1: 42,550 shares 42,550 $1.52M <0.01% +11,896 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 8,025 shares; 2025Q1: 9,731 shares; 2025Q2: 11,476 shares; 2025Q3: 13,767 shares; 2025Q4: 16,964 shares; 2026Q1: 16,713 shares 16,713 $1.52M <0.01% -251 Timeline SMAY 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: 39,663 shares; 2024Q4: 40,497 shares; 2025Q1: 40,295 shares; 2025Q2: 81,107 shares; 2025Q3: 70,665 shares; 2025Q4: 60,609 shares; 2026Q1: 57,501 shares 57,501 $1.51M <0.01% -3,108 Timeline TBLL 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: 6,446 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,234 shares; 2025Q3: 11,542 shares; 2025Q4: 15,007 shares; 2026Q1: 14,320 shares 14,320 $1.51M <0.01% -687 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,894 shares; 2025Q4: 36,828 shares; 2026Q1: 37,144 shares 37,144 $1.51M <0.01% +316 Timeline EMHY 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: 35,077 shares; 2024Q4: 38,364 shares; 2025Q1: 33,290 shares; 2025Q2: 45,889 shares; 2025Q3: 42,756 shares; 2025Q4: 46,717 shares; 2026Q1: 38,169 shares 38,169 $1.5M <0.01% -8,548 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 16,879 shares; 2025Q1: 20,010 shares; 2025Q2: 19,988 shares; 2025Q3: 25,045 shares; 2025Q4: 23,398 shares; 2026Q1: 18,239 shares 18,239 $1.5M <0.01% -5,159 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,822 shares; 2025Q2: 80,113 shares; 2025Q3: 84,318 shares; 2025Q4: 105,455 shares; 2026Q1: 139,845 shares 139,845 $1.5M <0.01% +34,390 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,117 shares; 2024Q4: 61,847 shares; 2025Q1: 60,265 shares; 2025Q2: 58,847 shares; 2025Q3: 73,859 shares; 2025Q4: 73,769 shares; 2026Q1: 76,201 shares 76,201 $1.5M <0.01% +2,432 Timeline CVIE 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: 10,570 shares; 2025Q2: 14,170 shares; 2025Q3: 17,820 shares; 2025Q4: 17,238 shares; 2026Q1: 20,609 shares 20,609 $1.5M <0.01% +3,371 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 1,399 shares; 2025Q3: 1,621 shares; 2025Q4: 10,747 shares; 2026Q1: 11,852 shares 11,852 $1.49M <0.01% +1,105 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 18,862 shares; 2025Q1: 15,459 shares; 2025Q2: 15,580 shares; 2025Q3: 16,545 shares; 2025Q4: 20,419 shares; 2026Q1: 21,931 shares 21,931 $1.49M <0.01% +1,512 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,437 shares; 2024Q4: 35,890 shares; 2025Q1: 38,131 shares; 2025Q2: 36,282 shares; 2025Q3: 37,838 shares; 2025Q4: 37,851 shares; 2026Q1: 36,831 shares 36,831 $1.49M <0.01% -1,020 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,879 shares; 2025Q2: 13,709 shares; 2025Q3: 14,779 shares; 2025Q4: 16,525 shares; 2026Q1: 21,868 shares 21,868 $1.49M <0.01% +5,343 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,205 shares; 2024Q4: 95,996 shares; 2025Q1: 93,824 shares; 2025Q2: 92,849 shares; 2025Q3: 98,233 shares; 2025Q4: 113,007 shares; 2026Q1: 115,207 shares 115,207 $1.48M <0.01% +2,200 Timeline TEQI 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: 29,928 shares; 2024Q4: 29,989 shares; 2025Q1: 28,917 shares; 2025Q2: 30,303 shares; 2025Q3: 30,390 shares; 2025Q4: 32,005 shares; 2026Q1: 32,915 shares 32,915 $1.48M <0.01% +910 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,186 shares; 2025Q3: 78,093 shares; 2025Q4: 77,373 shares; 2026Q1: 59,368 shares 59,368 $1.48M <0.01% -18,005 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 2,360 shares; 2025Q1: 2,614 shares; 2025Q2: 2,541 shares; 2025Q3: 2,344 shares; 2025Q4: 1,933 shares; 2026Q1: 4,306 shares 4,306 $1.47M <0.01% +2,373 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,168 shares; 2024Q4: 70,628 shares; 2025Q1: 83,775 shares; 2025Q2: 78,836 shares; 2025Q3: 80,705 shares; 2025Q4: 79,517 shares; 2026Q1: 82,651 shares 82,651 $1.47M <0.01% +3,134 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,513 shares 45,513 $1.47M <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,582 shares; 2025Q1: 3,431 shares; 2025Q2: 3,709 shares; 2025Q3: 3,532 shares; 2025Q4: 4,106 shares; 2026Q1: 4,016 shares 4,016 $1.46M <0.01% -90 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,068 shares; 2025Q1: 8,786 shares; 2025Q2: 8,963 shares; 2025Q3: 8,407 shares; 2025Q4: 8,529 shares; 2026Q1: 8,713 shares 8,713 $1.46M <0.01% +184 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,006 shares; 2024Q4: 54,227 shares; 2025Q1: 58,961 shares; 2025Q2: 100,806 shares; 2025Q3: 141,589 shares; 2025Q4: 144,831 shares; 2026Q1: 124,952 shares 124,952 $1.45M <0.01% -19,879 Timeline HTUS 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: 31,534 shares; 2024Q4: 37,999 shares; 2025Q1: 45,934 shares; 2025Q2: 42,206 shares; 2025Q3: 36,549 shares; 2025Q4: 39,288 shares; 2026Q1: 38,088 shares 38,088 $1.45M <0.01% -1,200 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,117 shares; 2024Q4: 22,938 shares; 2025Q1: 23,611 shares; 2025Q2: 25,926 shares; 2025Q3: 27,876 shares; 2025Q4: 30,624 shares; 2026Q1: 31,196 shares 31,196 $1.45M <0.01% +572 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,487 shares 25,487 $1.45M <0.01% new Timeline JHCP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,682 shares 57,682 $1.45M <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 10,855 shares; 2025Q1: 10,344 shares; 2025Q2: 10,624 shares; 2025Q3: 10,428 shares; 2025Q4: 10,530 shares; 2026Q1: 10,697 shares 10,697 $1.45M <0.01% +167 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,965 shares; 2024Q4: 10,200 shares; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 20,286 shares; 2025Q4: 30,475 shares; 2026Q1: 17,106 shares 17,106 $1.45M <0.01% -13,369 Timeline BBIN 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: 101,700 shares; 2024Q4: 81,423 shares; 2025Q1: 99,347 shares; 2025Q2: 117,693 shares; 2025Q3: 9,393 shares; 2025Q4: 14,875 shares; 2026Q1: 19,792 shares 19,792 $1.45M <0.01% +4,917 Timeline CSM 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: 48,917 shares; 2024Q4: 40,231 shares; 2025Q1: 38,910 shares; 2025Q2: 45,730 shares; 2025Q3: 20,609 shares; 2025Q4: 21,022 shares; 2026Q1: 19,329 shares 19,329 $1.45M <0.01% -1,693 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,984 shares; 2025Q2: 5,865 shares; 2025Q3: 4,906 shares; 2025Q4: 7,161 shares; 2026Q1: 11,712 shares 11,712 $1.44M <0.01% +4,551 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,347 shares; 2024Q4: 19,100 shares; 2025Q1: 20,811 shares; 2025Q2: 24,242 shares; 2025Q3: 40,112 shares; 2025Q4: 40,695 shares; 2026Q1: 39,173 shares 39,173 $1.44M <0.01% -1,522 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,599 shares; 2024Q4: 38,967 shares; 2025Q1: 38,193 shares; 2025Q2: 51,136 shares; 2025Q3: 49,054 shares; 2025Q4: 44,059 shares; 2026Q1: 127,592 shares 127,592 $1.44M <0.01% +83,533 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,776 shares; 2024Q4: 125,670 shares; 2025Q1: 117,620 shares; 2025Q2: 141,075 shares; 2025Q3: 102,988 shares; 2025Q4: 70,860 shares; 2026Q1: 63,355 shares 63,355 $1.44M <0.01% -7,505 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,566 shares; 2024Q4: 40,126 shares; 2025Q1: 36,872 shares; 2025Q2: 19,009 shares; 2025Q3: 37,909 shares; 2025Q4: 34,488 shares; 2026Q1: 33,780 shares 33,780 $1.44M <0.01% -708 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,192 shares; 2025Q1: 6,997 shares; 2025Q2: 13,102 shares; 2025Q3: 18,774 shares; 2025Q4: 17,021 shares; 2026Q1: 16,682 shares 16,682 $1.44M <0.01% -339 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,388 shares 17,388 $1.43M <0.01% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,024 shares; 2025Q1: 1,025 shares; 2025Q2: 1,059 shares; 2025Q3: 1,226 shares; 2025Q4: 3,988 shares; 2026Q1: 4,318 shares 4,318 $1.43M <0.01% +330 Timeline HISF 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: 9,379 shares; 2024Q4: 9,999 shares; 2025Q1: 9,441 shares; 2025Q2: 8,953 shares; 2025Q3: 8,960 shares; 2025Q4: 31,994 shares; 2026Q1: 32,209 shares 32,209 $1.43M <0.01% +215 Timeline TRND 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: 45,066 shares; 2024Q4: 44,658 shares; 2025Q1: 42,815 shares; 2025Q2: 43,206 shares; 2025Q3: 43,567 shares; 2025Q4: 43,336 shares; 2026Q1: 43,188 shares 43,188 $1.43M <0.01% -148 Timeline FEMB 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: 8,133 shares; 2024Q4: 20,546 shares; 2025Q1: 21,277 shares; 2025Q2: 44,417 shares; 2025Q3: 45,709 shares; 2025Q4: 43,575 shares; 2026Q1: 49,637 shares 49,637 $1.43M <0.01% +6,062 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 180,628 shares; 2025Q1: 41,704 shares; 2025Q2: 33,421 shares; 2025Q3: 34,904 shares; 2025Q4: 36,382 shares; 2026Q1: 39,690 shares 39,690 $1.43M <0.01% +3,308 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,264 shares; 2025Q1: 7,699 shares; 2025Q2: 8,981 shares; 2025Q3: 13,238 shares; 2025Q4: 13,287 shares; 2026Q1: 12,848 shares 12,848 $1.42M <0.01% -439 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,252 shares; 2024Q4: 11,365 shares; 2025Q1: 10,896 shares; 2025Q2: 10,647 shares; 2025Q3: 10,591 shares; 2025Q4: 10,342 shares; 2026Q1: 13,896 shares 13,896 $1.42M <0.01% +3,554 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 5,853 shares; 2025Q1: 1,858 shares; 2025Q2: 1,562 shares; 2025Q3: 1,551 shares; 2025Q4: 1,633 shares; 2026Q1: 1,228 shares 1,228 $1.42M <0.01% -405 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 28,664 shares; 2026Q1: 94,053 shares 94,053 $1.42M <0.01% +65,389 Timeline CMCT CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,309,356 shares 2,309,356 $1.42M <0.01% new Timeline STXK 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: 31,311 shares; 2024Q4: 20,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,295 shares; 2026Q1: 42,446 shares 42,446 $1.42M <0.01% -3,849 Timeline JPIN 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: 7,123 shares; 2024Q4: 7,352 shares; 2025Q1: 7,167 shares; 2025Q2: 7,365 shares; 2025Q3: 17,229 shares; 2025Q4: 20,664 shares; 2026Q1: 19,867 shares 19,867 $1.42M <0.01% -797 Timeline DEM 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: 38,300 shares; 2024Q4: 30,297 shares; 2025Q1: 26,406 shares; 2025Q2: 27,154 shares; 2025Q3: 27,115 shares; 2025Q4: 28,764 shares; 2026Q1: 28,451 shares 28,451 $1.41M <0.01% -313 Timeline CPNJ 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: 277,825 shares; 2024Q4: 260,273 shares; 2025Q1: 153,113 shares; 2025Q2: 221,108 shares; 2025Q3: 130,839 shares; 2025Q4: 53,703 shares; 2026Q1: 52,355 shares 52,355 $1.41M <0.01% -1,348 Timeline HEDJ 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: 58,036 shares; 2024Q4: 42,364 shares; 2025Q1: 53,758 shares; 2025Q2: 47,553 shares; 2025Q3: 28,778 shares; 2025Q4: 27,969 shares; 2026Q1: 26,971 shares 26,971 $1.41M <0.01% -998 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 11,349 shares; 2025Q1: 16,222 shares; 2025Q2: 19,550 shares; 2025Q3: 24,272 shares; 2025Q4: 26,201 shares; 2026Q1: 27,355 shares 27,355 $1.41M <0.01% +1,154 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 13,659 shares; 2025Q4: 16,395 shares; 2026Q1: 22,199 shares 22,199 $1.41M <0.01% +5,804 Timeline EES 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: 15,674 shares; 2024Q4: 19,972 shares; 2025Q1: 19,335 shares; 2025Q2: 18,553 shares; 2025Q3: 18,282 shares; 2025Q4: 23,022 shares; 2026Q1: 24,264 shares 24,264 $1.41M <0.01% +1,242 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,831 shares; 2025Q1: 14,599 shares; 2025Q2: 13,282 shares; 2025Q3: 13,381 shares; 2025Q4: 15,918 shares; 2026Q1: 18,317 shares 18,317 $1.41M <0.01% +2,399 Timeline SDOG 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: 31,037 shares; 2024Q4: 29,380 shares; 2025Q1: 26,830 shares; 2025Q2: 26,678 shares; 2025Q3: 27,500 shares; 2025Q4: 22,502 shares; 2026Q1: 21,638 shares 21,638 $1.41M <0.01% -864 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 9,672 shares; 2025Q1: 9,770 shares; 2025Q2: 9,121 shares; 2025Q3: 10,870 shares; 2025Q4: 11,194 shares; 2026Q1: 11,110 shares 11,110 $1.41M <0.01% -84 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 14,658 shares; 2025Q1: 9,520 shares; 2025Q2: 14,150 shares; 2025Q3: 13,603 shares; 2025Q4: 11,221 shares; 2026Q1: 9,175 shares 9,175 $1.41M <0.01% -2,046 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 7,513 shares; 2025Q1: 7,580 shares; 2025Q2: 7,064 shares; 2025Q3: 7,395 shares; 2025Q4: 7,327 shares; 2026Q1: 7,159 shares 7,159 $1.4M <0.01% -168 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 19,788 shares; 2025Q1: 18,893 shares; 2025Q2: 18,090 shares; 2025Q3: 18,462 shares; 2025Q4: 18,578 shares; 2026Q1: 21,381 shares 21,381 $1.4M <0.01% +2,803 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 5,983 shares; 2025Q1: 10,187 shares; 2025Q2: 11,602 shares; 2025Q3: 9,998 shares; 2025Q4: 8,703 shares; 2026Q1: 7,736 shares 7,736 $1.39M <0.01% -967 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 7,462 shares; 2025Q1: 7,555 shares; 2025Q2: 8,136 shares; 2025Q3: 9,147 shares; 2025Q4: 10,346 shares; 2026Q1: 10,308 shares 10,308 $1.39M <0.01% -38 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,750 shares; 2024Q4: 166,889 shares; 2025Q1: 187,789 shares; 2025Q2: 432,820 shares; 2025Q3: 284,350 shares; 2025Q4: 303,482 shares; 2026Q1: 219,481 shares 219,481 $1.39M <0.01% -84,001 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,122 shares 70,122 $1.39M <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 5,102 shares; 2025Q1: 5,133 shares; 2025Q2: 5,045 shares; 2025Q3: 5,229 shares; 2025Q4: 4,769 shares; 2026Q1: 4,043 shares 4,043 $1.38M <0.01% -726 Timeline AIS 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: not reported; 2025Q4: not reported; 2026Q1: 32,847 shares 32,847 $1.38M <0.01% new Timeline PFFD 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: 129,806 shares; 2024Q4: 169,511 shares; 2025Q1: 155,630 shares; 2025Q2: 150,010 shares; 2025Q3: 150,124 shares; 2025Q4: 113,085 shares; 2026Q1: 74,851 shares 74,851 $1.38M <0.01% -38,234 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,371 shares; 2025Q4: 27,081 shares; 2026Q1: 29,293 shares 29,293 $1.38M <0.01% +2,212 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,683 shares; 2026Q1: 72,974 shares 72,974 $1.38M <0.01% +27,291 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,193 shares; 2025Q1: 4,943 shares; 2025Q2: 4,490 shares; 2025Q3: 4,622 shares; 2025Q4: 4,139 shares; 2026Q1: 14,962 shares 14,962 $1.37M <0.01% +10,823 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,919 shares; 2025Q3: 25,084 shares; 2025Q4: 25,171 shares; 2026Q1: 40,803 shares 40,803 $1.37M <0.01% +15,632 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 14,308 shares; 2026Q1: 37,788 shares 37,788 $1.37M <0.01% +23,480 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,910 shares; 2024Q4: 49,891 shares; 2025Q1: 55,997 shares; 2025Q2: 61,615 shares; 2025Q3: 62,120 shares; 2025Q4: 42,875 shares; 2026Q1: 23,096 shares 23,096 $1.36M <0.01% -19,779 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 5,114 shares; 2025Q1: 4,657 shares; 2025Q2: 4,816 shares; 2025Q3: 4,574 shares; 2025Q4: 4,652 shares; 2026Q1: 4,512 shares 4,512 $1.36M <0.01% -140 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,208 shares; 2024Q4: 30,971 shares; 2025Q1: 31,230 shares; 2025Q2: 31,470 shares; 2025Q3: 31,737 shares; 2025Q4: 33,267 shares; 2026Q1: 32,356 shares 32,356 $1.36M <0.01% -911 Timeline EWI 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: 19,199 shares; 2024Q4: 20,835 shares; 2025Q1: 21,011 shares; 2025Q2: 21,047 shares; 2025Q3: 7,019 shares; 2025Q4: 24,057 shares; 2026Q1: 25,501 shares 25,501 $1.36M <0.01% +1,444 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29,908 shares; 2025Q1: 30,198 shares; 2025Q2: 29,829 shares; 2025Q3: 48,135 shares; 2025Q4: 48,414 shares; 2026Q1: 48,806 shares 48,806 $1.36M <0.01% +392 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 104,235 shares; 2025Q4: not reported; 2026Q1: 71,973 shares 71,973 $1.36M <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 33,689 shares; 2025Q1: 34,115 shares; 2025Q2: 31,586 shares; 2025Q3: 30,358 shares; 2025Q4: 30,572 shares; 2026Q1: 27,883 shares 27,883 $1.36M <0.01% -2,689 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,401 shares; 2024Q4: 27,077 shares; 2025Q1: 17,699 shares; 2025Q2: 11,736 shares; 2025Q3: 14,038 shares; 2025Q4: 35,913 shares; 2026Q1: 45,705 shares 45,705 $1.36M <0.01% +9,792 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,781 shares; 2025Q3: 17,732 shares; 2025Q4: 20,769 shares; 2026Q1: 154,748 shares 154,748 $1.36M <0.01% +133,979 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,659 shares; 2026Q1: 51,068 shares 51,068 $1.36M <0.01% -3,591 Timeline CPSM 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: 89,418 shares; 2024Q4: 79,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,915 shares 46,915 $1.35M <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,590 shares; 2025Q1: 6,100 shares; 2025Q2: 5,844 shares; 2025Q3: 5,939 shares; 2025Q4: 5,657 shares; 2026Q1: 5,447 shares 5,447 $1.35M <0.01% -210 Timeline UAUG 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: 45,669 shares; 2024Q4: 41,831 shares; 2025Q1: 36,022 shares; 2025Q2: 34,272 shares; 2025Q3: 39,646 shares; 2025Q4: 34,939 shares; 2026Q1: 34,397 shares 34,397 $1.35M <0.01% -542 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 14,026 shares; 2025Q1: 14,199 shares; 2025Q2: 13,903 shares; 2025Q3: 14,261 shares; 2025Q4: 13,707 shares; 2026Q1: 14,465 shares 14,465 $1.35M <0.01% +758 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,823 shares; 2024Q4: 76,912 shares; 2025Q1: 75,654 shares; 2025Q2: 82,014 shares; 2025Q3: 101,689 shares; 2025Q4: 101,108 shares; 2026Q1: 129,611 shares 129,611 $1.35M <0.01% +28,503 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,175 shares; 2024Q4: 226,561 shares; 2025Q1: 229,657 shares; 2025Q2: 240,692 shares; 2025Q3: 251,871 shares; 2025Q4: 264,373 shares; 2026Q1: 264,145 shares 264,145 $1.35M <0.01% -228 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,375 shares; 2024Q4: 55,036 shares; 2025Q1: 46,927 shares; 2025Q2: 35,716 shares; 2025Q3: 36,579 shares; 2025Q4: 36,646 shares; 2026Q1: 122,699 shares 122,699 $1.35M <0.01% +86,053 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,413 shares; 2024Q4: 32,655 shares; 2025Q1: 15,957 shares; 2025Q2: 15,374 shares; 2025Q3: 15,506 shares; 2025Q4: 15,648 shares; 2026Q1: 16,170 shares 16,170 $1.35M <0.01% +522 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,703 shares; 2024Q4: 37,384 shares; 2025Q1: 31,159 shares; 2025Q2: 32,214 shares; 2025Q3: 38,856 shares; 2025Q4: 35,831 shares; 2026Q1: 34,714 shares 34,714 $1.34M <0.01% -1,117 Timeline SEIQ 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: 21,279 shares; 2024Q4: 21,986 shares; 2025Q1: 21,180 shares; 2025Q2: 24,494 shares; 2025Q3: 29,782 shares; 2025Q4: 30,533 shares; 2026Q1: 36,933 shares 36,933 $1.34M <0.01% +6,400 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,680 shares; 2025Q1: 5,118 shares; 2025Q2: 6,563 shares; 2025Q3: 11,651 shares; 2025Q4: 7,852 shares; 2026Q1: 6,786 shares 6,786 $1.34M <0.01% -1,066 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 11,332 shares; 2025Q1: 11,795 shares; 2025Q2: 27,820 shares; 2025Q3: 29,213 shares; 2025Q4: 33,717 shares; 2026Q1: 28,821 shares 28,821 $1.34M <0.01% -4,896 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,196 shares; 2025Q1: not reported; 2025Q2: 6,706 shares; 2025Q3: 9,549 shares; 2025Q4: 9,558 shares; 2026Q1: 9,935 shares 9,935 $1.34M <0.01% +377 Timeline BAUG 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: 58,180 shares; 2024Q4: 58,400 shares; 2025Q1: 55,754 shares; 2025Q2: 31,816 shares; 2025Q3: 31,184 shares; 2025Q4: 30,851 shares; 2026Q1: 27,368 shares 27,368 $1.34M <0.01% -3,483 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,361 shares; 2025Q1: 10,011 shares; 2025Q2: 9,899 shares; 2025Q3: 10,703 shares; 2025Q4: 11,670 shares; 2026Q1: 11,116 shares 11,116 $1.33M <0.01% -554 Timeline FEMS 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: 52,325 shares; 2024Q4: 48,204 shares; 2025Q1: 69,494 shares; 2025Q2: 63,452 shares; 2025Q3: 68,439 shares; 2025Q4: 19,980 shares; 2026Q1: 29,270 shares 29,270 $1.33M <0.01% +9,290 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 34,102 shares; 2025Q1: 35,634 shares; 2025Q2: 33,954 shares; 2025Q3: 42,910 shares; 2025Q4: 43,552 shares; 2026Q1: 59,722 shares 59,722 $1.33M <0.01% +16,170 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 10,610 shares; 2025Q1: 7,608 shares; 2025Q2: 12,909 shares; 2025Q3: 7,004 shares; 2025Q4: 7,030 shares; 2026Q1: 13,170 shares 13,170 $1.33M <0.01% +6,140 Timeline SEPW 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: 37,556 shares; 2024Q4: 36,769 shares; 2025Q1: 33,314 shares; 2025Q2: 40,995 shares; 2025Q3: 89,486 shares; 2025Q4: 43,488 shares; 2026Q1: 42,081 shares 42,081 $1.33M <0.01% -1,407 Timeline EIPX 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: 14,791 shares; 2025Q1: 14,695 shares; 2025Q2: 14,609 shares; 2025Q3: 17,196 shares; 2025Q4: 17,312 shares; 2026Q1: 41,330 shares 41,330 $1.33M <0.01% +24,018 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,210 shares; 2024Q4: 41,341 shares; 2025Q1: 56,284 shares; 2025Q2: 61,521 shares; 2025Q3: 38,357 shares; 2025Q4: 45,679 shares; 2026Q1: 51,958 shares 51,958 $1.32M <0.01% +6,279 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,135 shares; 2025Q4: 41,622 shares; 2026Q1: 44,954 shares 44,954 $1.32M <0.01% +3,332 Timeline MARW 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: 29,657 shares; 2024Q4: 24,473 shares; 2025Q1: 31,771 shares; 2025Q2: 34,086 shares; 2025Q3: 34,315 shares; 2025Q4: 35,407 shares; 2026Q1: 38,775 shares 38,775 $1.32M <0.01% +3,368 Timeline CXSE 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: 140,107 shares; 2024Q4: 135,537 shares; 2025Q1: 8,515 shares; 2025Q2: 8,613 shares; 2025Q3: 32,353 shares; 2025Q4: 35,448 shares; 2026Q1: 34,921 shares 34,921 $1.32M <0.01% -527 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 36,041 shares; 2025Q1: 36,439 shares; 2025Q2: 26,817 shares; 2025Q3: 28,105 shares; 2025Q4: 38,145 shares; 2026Q1: 54,172 shares 54,172 $1.32M <0.01% +16,027 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,700 shares; 2024Q4: 19,804 shares; 2025Q1: 18,769 shares; 2025Q2: 18,689 shares; 2025Q3: 22,073 shares; 2025Q4: 23,721 shares; 2026Q1: 45,241 shares 45,241 $1.31M <0.01% +21,520 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,653 shares; 2024Q4: 115,427 shares; 2025Q1: 117,436 shares; 2025Q2: 115,510 shares; 2025Q3: 22,154 shares; 2025Q4: 26,850 shares; 2026Q1: 24,559 shares 24,559 $1.31M <0.01% -2,291 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,576 shares; 2025Q1: 7,361 shares; 2025Q2: 7,535 shares; 2025Q3: 8,397 shares; 2025Q4: 8,016 shares; 2026Q1: 7,771 shares 7,771 $1.31M <0.01% -245 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,008 shares 27,008 $1.31M <0.01% new Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,660 shares; 2024Q4: 25,376 shares; 2025Q1: 30,396 shares; 2025Q2: 35,124 shares; 2025Q3: 34,997 shares; 2025Q4: 28,461 shares; 2026Q1: 27,717 shares 27,717 $1.3M <0.01% -744 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,501 shares; 2025Q1: 11,277 shares; 2025Q2: 10,959 shares; 2025Q3: 10,342 shares; 2025Q4: 13,828 shares; 2026Q1: 14,471 shares 14,471 $1.3M <0.01% +643 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,904 shares; 2025Q3: 20,408 shares; 2025Q4: 32,655 shares; 2026Q1: 58,236 shares 58,236 $1.3M <0.01% +25,581 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 3,985 shares; 2025Q4: 4,371 shares; 2026Q1: 4,479 shares 4,479 $1.3M <0.01% +108 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 16,270 shares; 2025Q1: 16,625 shares; 2025Q2: 16,285 shares; 2025Q3: 16,326 shares; 2025Q4: 15,784 shares; 2026Q1: 17,251 shares 17,251 $1.3M <0.01% +1,467 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 18,752 shares; 2025Q1: 14,452 shares; 2025Q2: 18,359 shares; 2025Q3: 15,768 shares; 2025Q4: 16,831 shares; 2026Q1: 17,399 shares 17,399 $1.3M <0.01% +568 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,240 shares; 2026Q1: 57,902 shares 57,902 $1.3M <0.01% +40,662 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,851 shares; 2025Q1: 10,680 shares; 2025Q2: 11,132 shares; 2025Q3: 12,143 shares; 2025Q4: 6,896 shares; 2026Q1: 6,333 shares 6,333 $1.29M <0.01% -563 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,290 shares; 2024Q4: 32,958 shares; 2025Q1: 22,059 shares; 2025Q2: 22,600 shares; 2025Q3: 21,805 shares; 2025Q4: 25,159 shares; 2026Q1: 24,842 shares 24,842 $1.29M <0.01% -317 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,192 shares; 2025Q3: 79,222 shares; 2025Q4: 24,895 shares; 2026Q1: 24,761 shares 24,761 $1.29M <0.01% -134 Timeline RFG 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: 26,184 shares; 2024Q4: 30,188 shares; 2025Q1: 27,226 shares; 2025Q2: 24,450 shares; 2025Q3: 25,492 shares; 2025Q4: 24,320 shares; 2026Q1: 23,460 shares 23,460 $1.29M <0.01% -860 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,075 shares; 2024Q4: 846,848 shares; 2025Q1: 807,887 shares; 2025Q2: 591,707 shares; 2025Q3: 962,548 shares; 2025Q4: 109,091 shares; 2026Q1: 118,573 shares 118,573 $1.28M <0.01% +9,482 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 29,231 shares; 2025Q1: 27,428 shares; 2025Q2: 48,394 shares; 2025Q3: 36,149 shares; 2025Q4: 50,646 shares; 2026Q1: 61,872 shares 61,872 $1.28M <0.01% +11,226 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,027 shares; 2024Q4: 13,959 shares; 2025Q1: 15,155 shares; 2025Q2: 15,138 shares; 2025Q3: 15,564 shares; 2025Q4: 23,476 shares; 2026Q1: 24,303 shares 24,303 $1.28M <0.01% +827 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,398 shares; 2025Q1: 6,894 shares; 2025Q2: 7,497 shares; 2025Q3: 9,514 shares; 2025Q4: 9,898 shares; 2026Q1: 10,023 shares 10,023 $1.28M <0.01% +125 Timeline SIXJ 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: 12,907 shares; 2024Q4: 12,938 shares; 2025Q1: 53,369 shares; 2025Q2: 23,003 shares; 2025Q3: 42,275 shares; 2025Q4: 42,625 shares; 2026Q1: 38,060 shares 38,060 $1.28M <0.01% -4,565 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,972 shares; 2024Q4: 46,335 shares; 2025Q1: 25,982 shares; 2025Q2: 19,658 shares; 2025Q3: 13,462 shares; 2025Q4: 14,452 shares; 2026Q1: 24,569 shares 24,569 $1.28M <0.01% +10,117 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,593 shares; 2025Q2: 6,761 shares; 2025Q3: 6,414 shares; 2025Q4: 9,555 shares; 2026Q1: 8,930 shares 8,930 $1.27M <0.01% -625 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 22,199 shares; 2025Q1: 25,921 shares; 2025Q2: 24,583 shares; 2025Q3: 30,167 shares; 2025Q4: 34,758 shares; 2026Q1: 39,045 shares 39,045 $1.27M <0.01% +4,287 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 10,711 shares; 2025Q3: 11,035 shares; 2025Q4: 10,785 shares; 2026Q1: 9,341 shares 9,341 $1.26M <0.01% -1,444 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 5,524 shares; 2025Q1: 6,001 shares; 2025Q2: 5,286 shares; 2025Q3: 5,618 shares; 2025Q4: 6,701 shares; 2026Q1: 6,668 shares 6,668 $1.26M <0.01% -33 Timeline DUSB 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: 4,790 shares; 2025Q1: 20,469 shares; 2025Q2: 31,138 shares; 2025Q3: 27,824 shares; 2025Q4: 38,248 shares; 2026Q1: 24,940 shares 24,940 $1.26M <0.01% -13,308 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,624 shares 58,624 $1.26M <0.01% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS 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: 26,082 shares; 2026Q1: 24,643 shares 24,643 $1.26M <0.01% -1,439 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,956 shares; 2025Q4: 34,137 shares; 2026Q1: 30,371 shares 30,371 $1.26M <0.01% -3,766 Timeline FCEF 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: 70,121 shares; 2024Q4: 79,228 shares; 2025Q1: 93,413 shares; 2025Q2: 93,569 shares; 2025Q3: 95,708 shares; 2025Q4: 75,855 shares; 2026Q1: 55,861 shares 55,861 $1.26M <0.01% -19,994 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,875 shares; 2024Q4: 76,815 shares; 2025Q1: 70,265 shares; 2025Q2: 67,499 shares; 2025Q3: 65,709 shares; 2025Q4: 65,206 shares; 2026Q1: 58,811 shares 58,811 $1.26M <0.01% -6,395 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 9,691 shares; 2025Q1: 9,678 shares; 2025Q2: 11,940 shares; 2025Q3: 12,668 shares; 2025Q4: 12,487 shares; 2026Q1: 12,460 shares 12,460 $1.25M <0.01% -27 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,349 shares; 2024Q4: 33,793 shares; 2025Q1: 33,930 shares; 2025Q2: 37,523 shares; 2025Q3: 42,191 shares; 2025Q4: 46,082 shares; 2026Q1: 47,963 shares 47,963 $1.25M <0.01% +1,881 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 29,987 shares; 2025Q1: 28,107 shares; 2025Q2: 31,276 shares; 2025Q3: 33,817 shares; 2025Q4: 33,772 shares; 2026Q1: 21,085 shares 21,085 $1.25M <0.01% -12,687 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 25,376 shares; 2025Q1: 24,042 shares; 2025Q2: 23,704 shares; 2025Q3: 25,270 shares; 2025Q4: 33,370 shares; 2026Q1: 32,321 shares 32,321 $1.25M <0.01% -1,049 Timeline IBUF 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: 39,799 shares; 2025Q4: 42,017 shares; 2026Q1: 42,307 shares 42,307 $1.25M <0.01% +290 Timeline IXJ 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: 63,036 shares; 2024Q4: 21,124 shares; 2025Q1: 17,125 shares; 2025Q2: 21,154 shares; 2025Q3: 20,728 shares; 2025Q4: 18,207 shares; 2026Q1: 13,327 shares 13,327 $1.25M <0.01% -4,880 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 18,252 shares; 2025Q1: 18,814 shares; 2025Q2: 22,545 shares; 2025Q3: 19,454 shares; 2025Q4: 23,043 shares; 2026Q1: 26,926 shares 26,926 $1.25M <0.01% +3,883 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 38,816 shares; 2025Q1: 37,222 shares; 2025Q2: 35,033 shares; 2025Q3: 35,623 shares; 2025Q4: 35,433 shares; 2026Q1: 27,868 shares 27,868 $1.25M <0.01% -7,565 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,459 shares; 2024Q4: 64,056 shares; 2025Q1: 71,663 shares; 2025Q2: 98,217 shares; 2025Q3: 140,664 shares; 2025Q4: 149,559 shares; 2026Q1: 150,675 shares 150,675 $1.25M <0.01% +1,116 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 11,841 shares; 2025Q1: 12,772 shares; 2025Q2: 13,295 shares; 2025Q3: 12,892 shares; 2025Q4: 14,148 shares; 2026Q1: 13,289 shares 13,289 $1.24M <0.01% -859 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,523 shares; 2024Q4: 218,318 shares; 2025Q1: 241,110 shares; 2025Q2: 236,866 shares; 2025Q3: 236,334 shares; 2025Q4: 190,349 shares; 2026Q1: 165,262 shares 165,262 $1.24M <0.01% -25,087 Timeline FCA 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: 36,100 shares; 2024Q4: 36,234 shares; 2025Q1: 36,722 shares; 2025Q2: 36,722 shares; 2025Q3: 115,586 shares; 2025Q4: 88,054 shares; 2026Q1: 39,642 shares 39,642 $1.24M <0.01% -48,412 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,108 shares; 2024Q4: 9,009 shares; 2025Q1: 8,064 shares; 2025Q2: 7,919 shares; 2025Q3: 7,178 shares; 2025Q4: 7,214 shares; 2026Q1: 9,550 shares 9,550 $1.24M <0.01% +2,336 Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,630 shares; 2026Q1: 45,691 shares 45,691 $1.24M <0.01% +30,061 Timeline TDTF 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: not reported; 2024Q4: 15,142 shares; 2025Q1: 13,343 shares; 2025Q2: 27,280 shares; 2025Q3: 28,401 shares; 2025Q4: 40,433 shares; 2026Q1: 51,320 shares 51,320 $1.24M <0.01% +10,887 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,300 shares; 2024Q4: 33,307 shares; 2025Q1: 32,481 shares; 2025Q2: 28,528 shares; 2025Q3: 33,762 shares; 2025Q4: 38,079 shares; 2026Q1: 55,815 shares 55,815 $1.24M <0.01% +17,736 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,746 shares; 2024Q4: 24,111 shares; 2025Q1: 23,820 shares; 2025Q2: 26,529 shares; 2025Q3: 30,500 shares; 2025Q4: 29,106 shares; 2026Q1: 25,480 shares 25,480 $1.23M <0.01% -3,626 Timeline WTMF 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: 8,329 shares; 2025Q2: 14,278 shares; 2025Q3: 17,478 shares; 2025Q4: 21,449 shares; 2026Q1: 30,901 shares 30,901 $1.23M <0.01% +9,452 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,995 shares; 2024Q4: 114,597 shares; 2025Q1: 118,474 shares; 2025Q2: 94,781 shares; 2025Q3: 140,834 shares; 2025Q4: 111,870 shares; 2026Q1: 111,203 shares 111,203 $1.22M <0.01% -667 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,470 shares; 2025Q1: 6,548 shares; 2025Q2: 7,266 shares; 2025Q3: 10,557 shares; 2025Q4: 10,814 shares; 2026Q1: 11,084 shares 11,084 $1.22M <0.01% +270 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 4,144 shares; 2025Q1: 4,789 shares; 2025Q2: 5,222 shares; 2025Q3: 5,809 shares; 2025Q4: 6,105 shares; 2026Q1: 5,979 shares 5,979 $1.22M <0.01% -126 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 22,607 shares; 2025Q1: 23,693 shares; 2025Q2: 26,878 shares; 2025Q3: 25,680 shares; 2025Q4: 26,206 shares; 2026Q1: 26,551 shares 26,551 $1.22M <0.01% +345 Timeline INDS 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: 101,134 shares; 2024Q4: 61,102 shares; 2025Q1: 60,881 shares; 2025Q2: 63,768 shares; 2025Q3: 67,090 shares; 2025Q4: 74,611 shares; 2026Q1: 33,144 shares 33,144 $1.22M <0.01% -41,467 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 3,072 shares; 2025Q1: 3,134 shares; 2025Q2: 16,013 shares; 2025Q3: 16,874 shares; 2025Q4: 17,521 shares; 2026Q1: 18,132 shares 18,132 $1.22M <0.01% +611 Timeline JPRE 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: 84,246 shares; 2024Q4: 17,973 shares; 2025Q1: 18,696 shares; 2025Q2: 21,066 shares; 2025Q3: 22,473 shares; 2025Q4: 23,137 shares; 2026Q1: 25,242 shares 25,242 $1.21M <0.01% +2,105 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,704 shares; 2024Q4: 397,377 shares; 2025Q1: 382,861 shares; 2025Q2: 392,502 shares; 2025Q3: 66,689 shares; 2025Q4: 79,102 shares; 2026Q1: 84,359 shares 84,359 $1.21M <0.01% +5,257 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,466 shares; 2025Q1: 4,665 shares; 2025Q2: 4,992 shares; 2025Q3: 5,021 shares; 2025Q4: 5,789 shares; 2026Q1: 14,343 shares 14,343 $1.21M <0.01% +8,554 Timeline FTXN 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: 40,311 shares; 2024Q4: 53,791 shares; 2025Q1: 48,389 shares; 2025Q2: 23,726 shares; 2025Q3: 17,941 shares; 2025Q4: 17,191 shares; 2026Q1: 31,405 shares 31,405 $1.21M <0.01% +14,214 Timeline JANI 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: not reported; 2026Q1: 49,381 shares 49,381 $1.21M <0.01% new Timeline AFGR 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: 46,419 shares; 2024Q4: 38,658 shares; 2025Q1: 33,971 shares; 2025Q2: 30,605 shares; 2025Q3: 34,020 shares; 2025Q4: 38,051 shares; 2026Q1: 38,543 shares 38,543 $1.21M <0.01% +492 Timeline FIGB 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: 39,025 shares; 2024Q4: 24,929 shares; 2025Q1: 23,408 shares; 2025Q2: 23,613 shares; 2025Q3: 25,606 shares; 2025Q4: 28,866 shares; 2026Q1: 28,078 shares 28,078 $1.21M <0.01% -788 Timeline