SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,158 shares; 2024Q4: 87,158 shares; 2025Q1: 87,158 shares; 2025Q2: 87,162 shares; 2025Q3: 87,161 shares; 2025Q4: 87,161 shares; 2026Q1: 87,161 shares 87,161 $700K <0.01% 0 Timeline JPEM 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: 6,632 shares; 2024Q4: 5,021 shares; 2025Q1: 4,683 shares; 2025Q2: 4,367 shares; 2025Q3: 8,790 shares; 2025Q4: 10,708 shares; 2026Q1: 11,243 shares 11,243 $699K <0.01% +535 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 10,782 shares; 2025Q1: 10,782 shares; 2025Q2: 10,435 shares; 2025Q3: 10,810 shares; 2025Q4: 10,754 shares; 2026Q1: 10,754 shares 10,754 $699K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 7,435 shares; 2025Q1: 7,318 shares; 2025Q2: 7,503 shares; 2025Q3: 8,001 shares; 2025Q4: 9,177 shares; 2026Q1: 9,212 shares 9,212 $697K <0.01% +35 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 29,310 shares; 2025Q1: 29,062 shares; 2025Q2: 53,635 shares; 2025Q3: 28,874 shares; 2025Q4: 34,428 shares; 2026Q1: 35,338 shares 35,338 $697K <0.01% +910 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,173 shares; 2024Q4: 27,517 shares; 2025Q1: 27,526 shares; 2025Q2: 16,014 shares; 2025Q3: 16,052 shares; 2025Q4: 14,287 shares; 2026Q1: 11,018 shares 11,018 $696K <0.01% -3,269 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: 13,080 shares; 2025Q3: 13,080 shares; 2025Q4: 13,080 shares; 2026Q1: 13,080 shares 13,080 $696K <0.01% 0 Timeline OPPJ 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: 21,762 shares; 2024Q4: 22,541 shares; 2025Q1: 11,578 shares; 2025Q2: 11,903 shares; 2025Q3: 12,060 shares; 2025Q4: 12,091 shares; 2026Q1: 12,794 shares 12,794 $695K <0.01% +703 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,273 shares; 2024Q4: 16,874 shares; 2025Q1: 6,875 shares; 2025Q2: 19,853 shares; 2025Q3: 21,062 shares; 2025Q4: 15,507 shares; 2026Q1: 13,545 shares 13,545 $695K <0.01% -1,962 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,559 shares 27,559 $693K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,251 shares; 2024Q4: 17,501 shares; 2025Q1: 8,989 shares; 2025Q2: 9,706 shares; 2025Q3: 9,688 shares; 2025Q4: 8,475 shares; 2026Q1: 8,620 shares 8,620 $691K <0.01% +145 Timeline INMU 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: 29,211 shares; 2024Q4: 29,211 shares; 2025Q1: 29,211 shares; 2025Q2: 34,955 shares; 2025Q3: 36,511 shares; 2025Q4: 37,741 shares; 2026Q1: 28,853 shares 28,853 $690K <0.01% -8,888 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,863 shares; 2026Q1: 4,292 shares 4,292 $688K <0.01% +429 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,736 shares; 2024Q4: 121,095 shares; 2025Q1: 57,633 shares; 2025Q2: 50,900 shares; 2025Q3: 46,943 shares; 2025Q4: 46,899 shares; 2026Q1: 44,794 shares 44,794 $688K <0.01% -2,105 Timeline FLGB 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: 27,332 shares; 2024Q4: 20,757 shares; 2025Q1: 20,838 shares; 2025Q2: 18,852 shares; 2025Q3: 20,309 shares; 2025Q4: 20,872 shares; 2026Q1: 19,806 shares 19,806 $688K <0.01% -1,066 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 28,567 shares; 2025Q1: 15,856 shares; 2025Q2: 15,187 shares; 2025Q3: 17,431 shares; 2025Q4: 16,293 shares; 2026Q1: 15,901 shares 15,901 $685K <0.01% -392 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,092 shares; 2024Q4: 50,218 shares; 2025Q1: 59,048 shares; 2025Q2: 78,176 shares; 2025Q3: 76,173 shares; 2025Q4: 81,314 shares; 2026Q1: 85,245 shares 85,245 $685K <0.01% +3,931 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,034 shares; 2024Q4: 31,033 shares; 2025Q1: 31,033 shares; 2025Q2: 31,036 shares; 2025Q3: 30,834 shares; 2025Q4: 31,149 shares; 2026Q1: 31,183 shares 31,183 $684K <0.01% +34 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,161 shares; 2024Q4: 20,914 shares; 2025Q1: 30,275 shares; 2025Q2: 29,065 shares; 2025Q3: 30,775 shares; 2025Q4: 25,994 shares; 2026Q1: 19,845 shares 19,845 $682K <0.01% -6,149 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,957 shares; 2024Q4: 8,924 shares; 2025Q1: 8,642 shares; 2025Q2: 8,142 shares; 2025Q3: 8,142 shares; 2025Q4: 7,942 shares; 2026Q1: 7,758 shares 7,758 $681K <0.01% -184 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 3,653 shares; 2025Q4: 4,087 shares; 2026Q1: 3,983 shares 3,983 $681K <0.01% -104 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,950 shares; 2025Q3: 27,443 shares; 2025Q4: 27,949 shares; 2026Q1: 19,617 shares 19,617 $681K <0.01% -8,332 Timeline BSJV 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: 12,052 shares; 2025Q2: 10,154 shares; 2025Q3: 10,201 shares; 2025Q4: 24,120 shares; 2026Q1: 26,211 shares 26,211 $681K <0.01% +2,091 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,574 shares; 2024Q4: 89,831 shares; 2025Q1: 85,211 shares; 2025Q2: 44,805 shares; 2025Q3: 44,959 shares; 2025Q4: 45,851 shares; 2026Q1: 45,480 shares 45,480 $680K <0.01% -371 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,759 shares; 2024Q4: 17,409 shares; 2025Q1: 18,385 shares; 2025Q2: 18,762 shares; 2025Q3: 20,431 shares; 2025Q4: 29,862 shares; 2026Q1: 26,555 shares 26,555 $680K <0.01% -3,307 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273 shares; 2025Q3: 6,273 shares; 2025Q4: 6,273 shares; 2026Q1: 8,703 shares 8,703 $678K <0.01% +2,430 Timeline FTRB 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: 178,935 shares; 2024Q4: 190,996 shares; 2025Q1: 184,404 shares; 2025Q2: 154,910 shares; 2025Q3: 52,416 shares; 2025Q4: 31,910 shares; 2026Q1: 26,974 shares 26,974 $678K <0.01% -4,936 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 2,188 shares; 2025Q1: 2,181 shares; 2025Q2: 2,290 shares; 2025Q3: 2,282 shares; 2025Q4: 2,313 shares; 2026Q1: 2,417 shares 2,417 $677K <0.01% +104 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,264 shares; 2024Q4: 91,690 shares; 2025Q1: 108,616 shares; 2025Q2: 99,933 shares; 2025Q3: 118,950 shares; 2025Q4: 117,318 shares; 2026Q1: 111,537 shares 111,537 $676K <0.01% -5,781 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,669 shares; 2024Q4: 143,394 shares; 2025Q1: 143,111 shares; 2025Q2: 155,504 shares; 2025Q3: 125,750 shares; 2025Q4: 87,188 shares; 2026Q1: 87,152 shares 87,152 $676K <0.01% -36 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,072 shares; 2024Q4: 32,299 shares; 2025Q1: 31,351 shares; 2025Q2: 34,646 shares; 2025Q3: 35,403 shares; 2025Q4: 52,597 shares; 2026Q1: 52,489 shares 52,489 $676K <0.01% -108 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 7,224 shares; 2025Q1: not reported; 2025Q2: 10,502 shares; 2025Q3: 4,751 shares; 2025Q4: 14,760 shares; 2026Q1: 12,706 shares 12,706 $675K <0.01% -2,054 Timeline DECW 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: 28,690 shares; 2024Q4: 25,462 shares; 2025Q1: 26,048 shares; 2025Q2: 21,325 shares; 2025Q3: 18,606 shares; 2025Q4: 23,866 shares; 2026Q1: 20,203 shares 20,203 $675K <0.01% -3,663 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 6,405 shares; 2025Q1: 6,914 shares; 2025Q2: 6,806 shares; 2025Q3: 6,051 shares; 2025Q4: 6,482 shares; 2026Q1: 6,054 shares 6,054 $674K <0.01% -428 Timeline EWX 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: 22,973 shares; 2024Q4: 23,730 shares; 2025Q1: 7,527 shares; 2025Q2: 7,918 shares; 2025Q3: 10,137 shares; 2025Q4: 10,117 shares; 2026Q1: 10,198 shares 10,198 $674K <0.01% +81 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,070 shares; 2024Q4: 37,508 shares; 2025Q1: 45,517 shares; 2025Q2: 45,117 shares; 2025Q3: 46,557 shares; 2025Q4: 18,139 shares; 2026Q1: 18,979 shares 18,979 $673K <0.01% +840 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 6,737 shares; 2025Q1: 6,369 shares; 2025Q2: 5,266 shares; 2025Q3: 5,941 shares; 2025Q4: 11,884 shares; 2026Q1: 11,843 shares 11,843 $673K <0.01% -41 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,546 shares; 2024Q4: 61,140 shares; 2025Q1: 67,337 shares; 2025Q2: 62,492 shares; 2025Q3: 27,203 shares; 2025Q4: 14,770 shares; 2026Q1: 15,866 shares 15,866 $673K <0.01% +1,096 Timeline USMF 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: 11,711 shares; 2024Q4: 15,033 shares; 2025Q1: 33,984 shares; 2025Q2: 38,224 shares; 2025Q3: 32,989 shares; 2025Q4: 14,376 shares; 2026Q1: 13,638 shares 13,638 $673K <0.01% -738 Timeline SPXN 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: 11,561 shares; 2024Q4: 11,993 shares; 2025Q1: 12,233 shares; 2025Q2: 10,919 shares; 2025Q3: 10,009 shares; 2025Q4: 9,798 shares; 2026Q1: 9,503 shares 9,503 $673K <0.01% -295 Timeline SAUG 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: 39,814 shares; 2024Q4: 45,270 shares; 2025Q1: 44,264 shares; 2025Q2: 41,484 shares; 2025Q3: 33,875 shares; 2025Q4: 32,580 shares; 2026Q1: 26,141 shares 26,141 $673K <0.01% -6,439 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 9,320 shares; 2026Q1: 11,885 shares 11,885 $672K <0.01% +2,565 Timeline TLTD 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: 6,944 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,982 shares; 2025Q4: 6,937 shares; 2026Q1: 7,147 shares 7,147 $672K <0.01% +210 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 23,656 shares; 2025Q1: 25,147 shares; 2025Q2: 29,233 shares; 2025Q3: 52,614 shares; 2025Q4: 53,905 shares; 2026Q1: 54,229 shares 54,229 $672K <0.01% +324 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,057 shares; 2025Q2: 30,265 shares; 2025Q3: 30,232 shares; 2025Q4: 28,198 shares; 2026Q1: 26,319 shares 26,319 $672K <0.01% -1,879 Timeline FTXH 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: 13,904 shares; 2025Q1: 16,567 shares; 2025Q2: 16,986 shares; 2025Q3: 15,273 shares; 2025Q4: 15,616 shares; 2026Q1: 19,540 shares 19,540 $671K <0.01% +3,924 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,544 shares; 2025Q4: not reported; 2026Q1: 39,689 shares 39,689 $669K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,072 shares; 2025Q1: 3,367 shares; 2025Q2: 3,521 shares; 2025Q3: 3,574 shares; 2025Q4: 4,477 shares; 2026Q1: 4,474 shares 4,474 $669K <0.01% -3 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,545 shares; 2024Q4: 42,288 shares; 2025Q1: 51,020 shares; 2025Q2: 25,025 shares; 2025Q3: 27,313 shares; 2025Q4: 24,208 shares; 2026Q1: 23,601 shares 23,601 $669K <0.01% -607 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,537 shares; 2025Q1: 2,547 shares; 2025Q2: 2,497 shares; 2025Q3: 2,447 shares; 2025Q4: 5,484 shares; 2026Q1: 4,820 shares 4,820 $668K <0.01% -664 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 19,041 shares; 2025Q1: 19,797 shares; 2025Q2: 23,030 shares; 2025Q3: 24,964 shares; 2025Q4: 21,494 shares; 2026Q1: 23,010 shares 23,010 $668K <0.01% +1,516 Timeline RTH 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: 1,937 shares; 2024Q4: 2,223 shares; 2025Q1: 2,068 shares; 2025Q2: 2,047 shares; 2025Q3: 2,271 shares; 2025Q4: 2,448 shares; 2026Q1: 2,663 shares 2,663 $668K <0.01% +215 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,058 shares; 2024Q4: 90,641 shares; 2025Q1: 120,264 shares; 2025Q2: 61,798 shares; 2025Q3: 61,851 shares; 2025Q4: 59,915 shares; 2026Q1: 58,747 shares 58,747 $666K <0.01% -1,168 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,378 shares; 2024Q4: 56,101 shares; 2025Q1: 48,456 shares; 2025Q2: 44,267 shares; 2025Q3: 41,167 shares; 2025Q4: 35,736 shares; 2026Q1: 35,428 shares 35,428 $663K <0.01% -308 Timeline AIVL 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: 5,243 shares; 2024Q4: 5,143 shares; 2025Q1: 5,068 shares; 2025Q2: 4,712 shares; 2025Q3: 5,648 shares; 2025Q4: 5,622 shares; 2026Q1: 5,730 shares 5,730 $663K <0.01% +108 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,893 shares 64,893 $663K <0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,824 shares; 2025Q1: 2,138 shares; 2025Q2: 1,082 shares; 2025Q3: 2,201 shares; 2025Q4: 2,253 shares; 2026Q1: 2,175 shares 2,175 $662K <0.01% -78 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,340 shares 19,340 $662K <0.01% new Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 9,281 shares; 2025Q1: 10,225 shares; 2025Q2: 10,093 shares; 2025Q3: 8,059 shares; 2025Q4: 9,953 shares; 2026Q1: 14,213 shares 14,213 $662K <0.01% +4,260 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,163 shares 25,163 $662K <0.01% new Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,666 shares; 2024Q4: 177,000 shares; 2025Q1: 58,547 shares; 2025Q2: 67,519 shares; 2025Q3: 67,986 shares; 2025Q4: 65,997 shares; 2026Q1: 61,697 shares 61,697 $660K <0.01% -4,300 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 7,880 shares; 2025Q1: 7,828 shares; 2025Q2: 7,220 shares; 2025Q3: 7,443 shares; 2025Q4: 7,319 shares; 2026Q1: 6,947 shares 6,947 $658K <0.01% -372 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,870 shares; 2025Q3: 26,841 shares; 2025Q4: 26,848 shares; 2026Q1: 25,971 shares 25,971 $658K <0.01% -877 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,848 shares 7,848 $657K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 2,415 shares; 2025Q3: 5,967 shares; 2025Q4: 5,814 shares; 2026Q1: 3,477 shares 3,477 $656K <0.01% -2,337 Timeline BKCH 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: 17,950 shares; 2024Q4: 15,399 shares; 2025Q1: 15,138 shares; 2025Q2: 7,814 shares; 2025Q3: 8,570 shares; 2025Q4: 10,675 shares; 2026Q1: 11,740 shares 11,740 $656K <0.01% +1,065 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 64,675 shares; 2025Q3: 68,090 shares; 2025Q4: 39,182 shares; 2026Q1: 35,450 shares 35,450 $656K <0.01% -3,732 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,459 shares 75,459 $654K <0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 14,733 shares; 2025Q1: 12,152 shares; 2025Q2: 12,192 shares; 2025Q3: 50,536 shares; 2025Q4: 15,004 shares; 2026Q1: 18,081 shares 18,081 $653K <0.01% +3,077 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 25,363 shares; 2025Q1: 27,152 shares; 2025Q2: 24,379 shares; 2025Q3: 26,513 shares; 2025Q4: 21,963 shares; 2026Q1: 21,936 shares 21,936 $652K <0.01% -27 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,844 shares; 2025Q1: 12,912 shares; 2025Q2: 30,321 shares; 2025Q3: 30,172 shares; 2025Q4: 31,942 shares; 2026Q1: 30,337 shares 30,337 $650K <0.01% -1,605 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,728 shares; 2025Q2: 47,426 shares; 2025Q3: 29,385 shares; 2025Q4: 29,121 shares; 2026Q1: 28,976 shares 28,976 $650K <0.01% -145 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,677 shares; 2024Q4: 39,380 shares; 2025Q1: 88,172 shares; 2025Q2: 52,310 shares; 2025Q3: 48,545 shares; 2025Q4: 39,991 shares; 2026Q1: 43,751 shares 43,751 $649K <0.01% +3,760 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 11,525 shares; 2025Q4: 13,786 shares; 2026Q1: 25,600 shares 25,600 $649K <0.01% +11,814 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,094 shares; 2025Q4: 6,025 shares; 2026Q1: 10,722 shares 10,722 $648K <0.01% +4,697 Timeline IPAC 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: 6,162 shares; 2024Q4: 6,825 shares; 2025Q1: 6,858 shares; 2025Q2: 8,558 shares; 2025Q3: 8,470 shares; 2025Q4: 8,772 shares; 2026Q1: 8,475 shares 8,475 $648K <0.01% -297 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,321 shares; 2024Q4: 71,711 shares; 2025Q1: 76,460 shares; 2025Q2: 76,135 shares; 2025Q3: 80,922 shares; 2025Q4: 75,503 shares; 2026Q1: 72,016 shares 72,016 $647K <0.01% -3,487 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 6,336 shares; 2025Q3: not reported; 2025Q4: 6,347 shares; 2026Q1: 8,394 shares 8,394 $645K <0.01% +2,047 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,761 shares; 2024Q4: 103,046 shares; 2025Q1: 81,347 shares; 2025Q2: 82,310 shares; 2025Q3: 82,973 shares; 2025Q4: 77,777 shares; 2026Q1: 51,042 shares 51,042 $644K <0.01% -26,735 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 16,230 shares; 2025Q1: 53,800 shares; 2025Q2: 27,490 shares; 2025Q3: 62,873 shares; 2025Q4: 54,624 shares; 2026Q1: 54,470 shares 54,470 $644K <0.01% -154 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 9,482 shares; 2026Q1: 13,639 shares 13,639 $644K <0.01% +4,157 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,226 shares; 2024Q4: 10,639 shares; 2025Q1: 8,509 shares; 2025Q2: 8,011 shares; 2025Q3: 8,853 shares; 2025Q4: 11,043 shares; 2026Q1: 12,810 shares 12,810 $643K <0.01% +1,767 Timeline FLJH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,008 shares 16,008 $642K <0.01% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,838 shares; 2025Q1: 32,203 shares; 2025Q2: 30,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,888 shares 16,888 $641K <0.01% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,686 shares; 2024Q4: 51,325 shares; 2025Q1: 13,612 shares; 2025Q2: 10,842 shares; 2025Q3: 14,096 shares; 2025Q4: 13,889 shares; 2026Q1: 16,288 shares 16,288 $640K <0.01% +2,399 Timeline EUSA 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: 2,832 shares; 2024Q4: 3,994 shares; 2025Q1: 4,755 shares; 2025Q2: 4,160 shares; 2025Q3: 5,122 shares; 2025Q4: 6,472 shares; 2026Q1: 6,267 shares 6,267 $638K <0.01% -205 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 1,384 shares; 2025Q3: 3,180 shares; 2025Q4: 3,032 shares; 2026Q1: 1,927 shares 1,927 $638K <0.01% -1,105 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,677 shares; 2025Q1: 4,042 shares; 2025Q2: 5,006 shares; 2025Q3: 5,155 shares; 2025Q4: 5,047 shares; 2026Q1: 5,032 shares 5,032 $634K <0.01% -15 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 22,423 shares; 2025Q1: 18,631 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares; 2025Q4: 13,663 shares; 2026Q1: 14,239 shares 14,239 $632K <0.01% +576 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,403 shares; 2024Q4: 108,299 shares; 2025Q1: 80,810 shares; 2025Q2: 38,061 shares; 2025Q3: 11,832 shares; 2025Q4: 14,788 shares; 2026Q1: 14,546 shares 14,546 $632K <0.01% -242 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 11,258 shares; 2025Q1: 8,599 shares; 2025Q2: 9,145 shares; 2025Q3: 8,407 shares; 2025Q4: 8,186 shares; 2026Q1: 8,543 shares 8,543 $631K <0.01% +357 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,023 shares; 2025Q1: 3,544 shares; 2025Q2: 2,493 shares; 2025Q3: 3,981 shares; 2025Q4: 4,124 shares; 2026Q1: 2,758 shares 2,758 $630K <0.01% -1,366 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,081 shares; 2024Q4: 24,046 shares; 2025Q1: 23,328 shares; 2025Q2: 24,168 shares; 2025Q3: 26,837 shares; 2025Q4: 34,528 shares; 2026Q1: 24,165 shares 24,165 $630K <0.01% -10,363 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 5,658 shares; 2025Q1: 7,960 shares; 2025Q2: 10,699 shares; 2025Q3: 8,761 shares; 2025Q4: 8,615 shares; 2026Q1: 5,777 shares 5,777 $630K <0.01% -2,838 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,979 shares; 2024Q4: 50,991 shares; 2025Q1: 48,189 shares; 2025Q2: 47,970 shares; 2025Q3: 49,034 shares; 2025Q4: 49,274 shares; 2026Q1: 49,968 shares 49,968 $630K <0.01% +694 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,918 shares; 2024Q4: 23,204 shares; 2025Q1: 21,398 shares; 2025Q2: 17,732 shares; 2025Q3: 16,782 shares; 2025Q4: 16,754 shares; 2026Q1: 17,410 shares 17,410 $630K <0.01% +656 Timeline GRVY GRAVITY CO LTD More: the full row for GRAVITY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,097 shares; 2025Q1: 6,742 shares; 2025Q2: 6,742 shares; 2025Q3: 6,970 shares; 2025Q4: 8,984 shares; 2026Q1: 10,171 shares 10,171 $630K <0.01% +1,187 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,192 shares; 2025Q1: 11,625 shares; 2025Q2: 10,028 shares; 2025Q3: 9,683 shares; 2025Q4: 4,049 shares; 2026Q1: 8,474 shares 8,474 $629K <0.01% +4,425 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,991 shares; 2024Q4: 24,418 shares; 2025Q1: 24,070 shares; 2025Q2: 21,303 shares; 2025Q3: 18,709 shares; 2025Q4: 17,551 shares; 2026Q1: 16,008 shares 16,008 $628K <0.01% -1,543 Timeline USD 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: 3,320 shares; 2024Q4: 6,486 shares; 2025Q1: 7,096 shares; 2025Q2: 6,734 shares; 2025Q3: 6,576 shares; 2025Q4: 58,213 shares; 2026Q1: 13,107 shares 13,107 $628K <0.01% -45,106 Timeline LCTD 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: 16,289 shares; 2024Q4: 17,501 shares; 2025Q1: 16,315 shares; 2025Q2: 16,472 shares; 2025Q3: 16,230 shares; 2025Q4: 12,254 shares; 2026Q1: 11,340 shares 11,340 $627K <0.01% -914 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: 12,041 shares; 2025Q1: 10,828 shares; 2025Q2: 10,955 shares; 2025Q3: 11,661 shares; 2025Q4: 10,912 shares; 2026Q1: 10,436 shares 10,436 $626K <0.01% -476 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 3,390 shares 3,390 $625K <0.01% +645 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,164 shares; 2024Q4: 48,930 shares; 2025Q1: 54,548 shares; 2025Q2: 54,527 shares; 2025Q3: 55,527 shares; 2025Q4: 50,616 shares; 2026Q1: 50,416 shares 50,416 $625K <0.01% -200 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,513 shares; 2025Q3: 10,402 shares; 2025Q4: 9,631 shares; 2026Q1: 12,758 shares 12,758 $625K <0.01% +3,127 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,116 shares; 2024Q4: 57,021 shares; 2025Q1: 39,376 shares; 2025Q2: 22,123 shares; 2025Q3: 22,465 shares; 2025Q4: 45,481 shares; 2026Q1: 40,345 shares 40,345 $625K <0.01% -5,136 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,266 shares; 2024Q4: 106,880 shares; 2025Q1: 105,249 shares; 2025Q2: 256,504 shares; 2025Q3: 97,984 shares; 2025Q4: 196,624 shares; 2026Q1: 103,539 shares 103,539 $624K <0.01% -93,085 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,076 shares; 2025Q1: 40,634 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,528 shares 21,528 $624K <0.01% new Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,765 shares; 2025Q3: 18,591 shares; 2025Q4: 37,193 shares; 2026Q1: 24,637 shares 24,637 $623K <0.01% -12,556 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,382 shares; 2024Q4: 51,261 shares; 2025Q1: 56,420 shares; 2025Q2: 22,487 shares; 2025Q3: 26,303 shares; 2025Q4: 27,035 shares; 2026Q1: 27,620 shares 27,620 $622K <0.01% +585 Timeline AIVI 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: 11,125 shares; 2025Q2: 11,125 shares; 2025Q3: 11,195 shares; 2025Q4: 11,195 shares; 2026Q1: 11,495 shares 11,495 $622K <0.01% +300 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,393 shares; 2026Q1: 13,921 shares 13,921 $621K <0.01% +3,528 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,666 shares; 2024Q4: 126,935 shares; 2025Q1: 122,553 shares; 2025Q2: 127,565 shares; 2025Q3: 123,072 shares; 2025Q4: 119,781 shares; 2026Q1: 123,176 shares 123,176 $620K <0.01% +3,395 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 19,423 shares 19,423 $620K <0.01% new Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,862 shares; 2025Q4: 13,471 shares; 2026Q1: 16,998 shares 16,998 $619K <0.01% +3,527 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 7,504 shares; 2025Q1: 7,790 shares; 2025Q2: 7,626 shares; 2025Q3: 7,983 shares; 2025Q4: 6,493 shares; 2026Q1: 7,274 shares 7,274 $617K <0.01% +781 Timeline ZJAN 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: 16,704 shares; 2025Q2: 25,444 shares; 2025Q3: 25,817 shares; 2025Q4: 19,097 shares; 2026Q1: 22,586 shares 22,586 $616K <0.01% +3,489 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 13,416 shares; 2025Q1: 12,723 shares; 2025Q2: 12,101 shares; 2025Q3: 13,022 shares; 2025Q4: 7,746 shares; 2026Q1: 4,724 shares 4,724 $614K <0.01% -3,022 Timeline EZU 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: 25,594 shares; 2024Q4: 24,436 shares; 2025Q1: 12,601 shares; 2025Q2: 14,976 shares; 2025Q3: 15,019 shares; 2025Q4: 15,286 shares; 2026Q1: 9,795 shares 9,795 $614K <0.01% -5,491 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 7,079 shares; 2025Q1: 6,475 shares; 2025Q2: 5,470 shares; 2025Q3: 5,442 shares; 2025Q4: 5,435 shares; 2026Q1: 5,529 shares 5,529 $614K <0.01% +94 Timeline MORT 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: 400,797 shares; 2024Q4: 404,121 shares; 2025Q1: 415,300 shares; 2025Q2: 44,858 shares; 2025Q3: 67,810 shares; 2025Q4: 47,381 shares; 2026Q1: 59,841 shares 59,841 $614K <0.01% +12,460 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS 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: 4,438 shares; 2025Q3: 8,899 shares; 2025Q4: 11,089 shares; 2026Q1: 11,071 shares 11,071 $614K <0.01% -18 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,941 shares; 2025Q3: 15,334 shares; 2025Q4: 17,269 shares; 2026Q1: 23,489 shares 23,489 $613K <0.01% +6,220 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,533 shares; 2025Q2: 104,152 shares; 2025Q3: 14,770 shares; 2025Q4: 25,649 shares; 2026Q1: 32,503 shares 32,503 $612K <0.01% +6,854 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 50,014 shares; 2025Q1: 77,846 shares; 2025Q2: 46,553 shares; 2025Q3: 38,995 shares; 2025Q4: 38,933 shares; 2026Q1: 34,787 shares 34,787 $611K <0.01% -4,146 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 7,035 shares; 2025Q1: 6,097 shares; 2025Q2: 5,854 shares; 2025Q3: 6,009 shares; 2025Q4: 6,062 shares; 2026Q1: 5,048 shares 5,048 $611K <0.01% -1,014 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,686 shares; 2025Q4: 6,592 shares; 2026Q1: 12,889 shares 12,889 $611K <0.01% +6,297 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,785 shares; 2024Q4: 38,670 shares; 2025Q1: 47,227 shares; 2025Q2: 56,067 shares; 2025Q3: 50,759 shares; 2025Q4: 53,361 shares; 2026Q1: 59,928 shares 59,928 $611K <0.01% +6,567 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 870 shares; 2025Q4: 1,659 shares; 2026Q1: 1,767 shares 1,767 $610K <0.01% +108 Timeline VFQY 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: 16,885 shares; 2024Q4: 19,555 shares; 2025Q1: 4,099 shares; 2025Q2: 3,838 shares; 2025Q3: 3,820 shares; 2025Q4: 4,063 shares; 2026Q1: 4,079 shares 4,079 $609K <0.01% +16 Timeline LEGR 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: 9,447 shares; 2024Q4: 8,490 shares; 2025Q1: 7,996 shares; 2025Q2: 7,452 shares; 2025Q3: 7,777 shares; 2025Q4: 7,904 shares; 2026Q1: 10,530 shares 10,530 $608K <0.01% +2,626 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,482 shares; 2024Q4: 76,955 shares; 2025Q1: 69,389 shares; 2025Q2: 65,942 shares; 2025Q3: 64,334 shares; 2025Q4: 63,117 shares; 2026Q1: 67,311 shares 67,311 $608K <0.01% +4,194 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,121 shares; 2024Q4: 66,934 shares; 2025Q1: 66,755 shares; 2025Q2: 67,510 shares; 2025Q3: 90,607 shares; 2025Q4: 85,821 shares; 2026Q1: 88,081 shares 88,081 $607K <0.01% +2,260 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 7,273 shares; 2025Q1: 7,333 shares; 2025Q2: 7,445 shares; 2025Q3: 7,511 shares; 2025Q4: 8,802 shares; 2026Q1: 8,874 shares 8,874 $606K <0.01% +72 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 17,626 shares; 2025Q1: 15,639 shares; 2025Q2: 13,529 shares; 2025Q3: 13,782 shares; 2025Q4: 8,585 shares; 2026Q1: 11,687 shares 11,687 $605K <0.01% +3,102 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,770 shares; 2024Q4: 14,908 shares; 2025Q1: 14,409 shares; 2025Q2: 14,476 shares; 2025Q3: 13,967 shares; 2025Q4: 13,189 shares; 2026Q1: 15,052 shares 15,052 $603K <0.01% +1,863 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225,026 shares; 2025Q1: 46,775 shares; 2025Q2: 21,387 shares; 2025Q3: 21,481 shares; 2025Q4: 27,890 shares; 2026Q1: 22,508 shares 22,508 $602K <0.01% -5,382 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,774 shares; 2025Q1: 2,895 shares; 2025Q2: 3,390 shares; 2025Q3: 3,520 shares; 2025Q4: 3,854 shares; 2026Q1: 5,230 shares 5,230 $601K <0.01% +1,376 Timeline DVOL 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: 5,847 shares; 2025Q2: 6,333 shares; 2025Q3: 15,817 shares; 2025Q4: 17,452 shares; 2026Q1: 17,352 shares 17,352 $600K <0.01% -100 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 7,772 shares; 2025Q1: 6,860 shares; 2025Q2: 8,475 shares; 2025Q3: 4,900 shares; 2025Q4: 4,245 shares; 2026Q1: 3,657 shares 3,657 $599K <0.01% -588 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,135 shares; 2024Q4: 59,027 shares; 2025Q1: 47,994 shares; 2025Q2: 47,610 shares; 2025Q3: 24,972 shares; 2025Q4: 24,624 shares; 2026Q1: 26,673 shares 26,673 $597K <0.01% +2,049 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,877 shares; 2024Q4: 40,641 shares; 2025Q1: 39,827 shares; 2025Q2: 37,345 shares; 2025Q3: 76,090 shares; 2025Q4: 55,955 shares; 2026Q1: 56,534 shares 56,534 $597K <0.01% +579 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 21,346 shares; 2025Q1: 28,238 shares; 2025Q2: 30,847 shares; 2025Q3: 36,240 shares; 2025Q4: 43,566 shares; 2026Q1: 50,295 shares 50,295 $596K <0.01% +6,729 Timeline MMIN 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: 189,335 shares; 2024Q4: 40,448 shares; 2025Q1: 31,173 shares; 2025Q2: 20,728 shares; 2025Q3: 26,548 shares; 2025Q4: 20,706 shares; 2026Q1: 25,104 shares 25,104 $595K <0.01% +4,398 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,640 shares; 2025Q1: 1,359 shares; 2025Q2: 1,529 shares; 2025Q3: 1,968 shares; 2025Q4: 1,920 shares; 2026Q1: 2,369 shares 2,369 $594K <0.01% +449 Timeline TWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,195 shares 19,195 $594K <0.01% new Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,869 shares; 2024Q4: 40,640 shares; 2025Q1: 45,877 shares; 2025Q2: 46,949 shares; 2025Q3: 55,257 shares; 2025Q4: 37,893 shares; 2026Q1: 168,869 shares 168,869 $593K <0.01% +130,976 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,360 shares; 2024Q4: 81,096 shares; 2025Q1: 82,626 shares; 2025Q2: 106,665 shares; 2025Q3: 164,883 shares; 2025Q4: 173,100 shares; 2026Q1: 168,152 shares 168,152 $592K <0.01% -4,948 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,186 shares; 2025Q1: 5,443 shares; 2025Q2: 5,985 shares; 2025Q3: 7,521 shares; 2025Q4: 6,690 shares; 2026Q1: 5,250 shares 5,250 $591K <0.01% -1,440 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,007 shares; 2025Q4: 71,125 shares; 2026Q1: 74,360 shares 74,360 $590K <0.01% +3,235 Timeline POWA 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: 7,569 shares; 2024Q4: 6,096 shares; 2025Q1: 5,921 shares; 2025Q2: 6,331 shares; 2025Q3: 6,456 shares; 2025Q4: 6,470 shares; 2026Q1: 6,845 shares 6,845 $590K <0.01% +375 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,001 shares; 2024Q4: 18,732 shares; 2025Q1: 17,203 shares; 2025Q2: 15,614 shares; 2025Q3: 19,216 shares; 2025Q4: 19,432 shares; 2026Q1: 21,444 shares 21,444 $588K <0.01% +2,012 Timeline TAFM 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: not reported; 2025Q1: not reported; 2025Q2: 20,603 shares; 2025Q3: 22,670 shares; 2025Q4: 22,870 shares; 2026Q1: 23,247 shares 23,247 $588K <0.01% +377 Timeline QMAG 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: 24,689 shares; 2025Q4: 28,284 shares; 2026Q1: 25,386 shares 25,386 $588K <0.01% -2,898 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,855 shares; 2025Q1: 1,771 shares; 2025Q2: 1,347 shares; 2025Q3: 806 shares; 2025Q4: 662 shares; 2026Q1: 549 shares 549 $586K <0.01% -113 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 36,938 shares; 2025Q1: 37,538 shares; 2025Q2: 37,061 shares; 2025Q3: 37,849 shares; 2025Q4: 37,877 shares; 2026Q1: 37,356 shares 37,356 $586K <0.01% -521 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 4,463 shares; 2025Q1: 4,608 shares; 2025Q2: 4,585 shares; 2025Q3: 5,025 shares; 2025Q4: 4,121 shares; 2026Q1: 3,367 shares 3,367 $584K <0.01% -754 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 8,119 shares; 2025Q1: 7,857 shares; 2025Q2: 6,884 shares; 2025Q3: 7,461 shares; 2025Q4: 7,437 shares; 2026Q1: 7,731 shares 7,731 $583K <0.01% +294 Timeline IEDI 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: 12,519 shares; 2024Q4: 12,992 shares; 2025Q1: 10,640 shares; 2025Q2: 10,641 shares; 2025Q3: 10,808 shares; 2025Q4: 10,370 shares; 2026Q1: 10,760 shares 10,760 $582K <0.01% +390 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 11,647 shares; 2025Q1: 10,936 shares; 2025Q2: 9,571 shares; 2025Q3: 9,260 shares; 2025Q4: 8,961 shares; 2026Q1: 7,509 shares 7,509 $581K <0.01% -1,452 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,834 shares; 2024Q4: 22,422 shares; 2025Q1: 21,010 shares; 2025Q2: 21,175 shares; 2025Q3: 21,052 shares; 2025Q4: 20,958 shares; 2026Q1: 21,077 shares 21,077 $580K <0.01% +119 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,104 shares; 2024Q4: 39,235 shares; 2025Q1: 51,167 shares; 2025Q2: 49,881 shares; 2025Q3: 52,883 shares; 2025Q4: 48,856 shares; 2026Q1: 47,939 shares 47,939 $578K <0.01% -917 Timeline QMMY 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: 68,178 shares; 2024Q4: 30,777 shares; 2025Q1: 29,728 shares; 2025Q2: 37,628 shares; 2025Q3: 37,965 shares; 2025Q4: 30,291 shares; 2026Q1: 23,160 shares 23,160 $575K <0.01% -7,131 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,774 shares; 2024Q4: 89,494 shares; 2025Q1: 96,135 shares; 2025Q2: 99,657 shares; 2025Q3: 102,661 shares; 2025Q4: 44,597 shares; 2026Q1: 41,815 shares 41,815 $575K <0.01% -2,782 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,318 shares; 2025Q1: 4,372 shares; 2025Q2: 4,405 shares; 2025Q3: 6,369 shares; 2025Q4: 6,702 shares; 2026Q1: 6,643 shares 6,643 $574K <0.01% -59 Timeline QVAL 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: 14,228 shares; 2024Q4: 15,450 shares; 2025Q1: 16,217 shares; 2025Q2: 4,955 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,007 shares 11,007 $574K <0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,706 shares; 2024Q4: 68,469 shares; 2025Q1: 42,049 shares; 2025Q2: 97,236 shares; 2025Q3: 113,014 shares; 2025Q4: 117,525 shares; 2026Q1: 106,335 shares 106,335 $573K <0.01% -11,190 Timeline TTEQ 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: 8,508 shares; 2025Q3: 12,296 shares; 2025Q4: 18,689 shares; 2026Q1: 18,934 shares 18,934 $573K <0.01% +245 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,439 shares; 2025Q1: 3,828 shares; 2025Q2: 3,432 shares; 2025Q3: 4,341 shares; 2025Q4: 7,819 shares; 2026Q1: 3,113 shares 3,113 $571K <0.01% -4,706 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,896 shares; 2025Q3: 4,993 shares; 2025Q4: 4,975 shares; 2026Q1: 10,377 shares 10,377 $570K <0.01% +5,402 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,633 shares; 2025Q1: 13,641 shares; 2025Q2: 13,895 shares; 2025Q3: 14,193 shares; 2025Q4: 14,570 shares; 2026Q1: 14,578 shares 14,578 $570K <0.01% +8 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 9,410 shares; 2025Q1: 8,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,239 shares 18,239 $569K <0.01% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,138 shares; 2025Q3: 2,249 shares; 2025Q4: 2,253 shares; 2026Q1: 2,231 shares 2,231 $569K <0.01% -22 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,571 shares; 2024Q4: 97,512 shares; 2025Q1: 91,642 shares; 2025Q2: 90,423 shares; 2025Q3: 90,781 shares; 2025Q4: 87,995 shares; 2026Q1: 82,000 shares 82,000 $569K <0.01% -5,995 Timeline EJAN 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: 13,158 shares; 2024Q4: 13,176 shares; 2025Q1: 11,758 shares; 2025Q2: 12,425 shares; 2025Q3: 9,710 shares; 2025Q4: 10,118 shares; 2026Q1: 16,749 shares 16,749 $568K <0.01% +6,631 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,865 shares; 2026Q1: 6,519 shares 6,519 $565K <0.01% +3,654 Timeline CVLC 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: 17,938 shares; 2024Q4: 8,252 shares; 2025Q1: 8,000 shares; 2025Q2: 7,697 shares; 2025Q3: 8,223 shares; 2025Q4: 8,244 shares; 2026Q1: 7,049 shares 7,049 $564K <0.01% -1,195 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 18,580 shares; 2025Q1: 19,487 shares; 2025Q2: 21,176 shares; 2025Q3: 3,630 shares; 2025Q4: 3,161 shares; 2026Q1: 2,725 shares 2,725 $563K <0.01% -436 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,162 shares; 2025Q1: 1,579 shares; 2025Q2: 1,848 shares; 2025Q3: 2,064 shares; 2025Q4: 2,415 shares; 2026Q1: 2,156 shares 2,156 $562K <0.01% -259 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,525 shares; 2024Q4: 20,527 shares; 2025Q1: 44,524 shares; 2025Q2: 20,728 shares; 2025Q3: 15,295 shares; 2025Q4: 13,884 shares; 2026Q1: 15,115 shares 15,115 $562K <0.01% +1,231 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 4,847 shares; 2025Q1: 4,886 shares; 2025Q2: 4,821 shares; 2025Q3: 4,619 shares; 2025Q4: 4,693 shares; 2026Q1: 5,112 shares 5,112 $561K <0.01% +419 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,388 shares; 2026Q1: 37,646 shares 37,646 $561K <0.01% +20,258 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 10,919 shares; 2025Q1: 2,378 shares; 2025Q2: 2,972 shares; 2025Q3: 2,847 shares; 2025Q4: 1,997 shares; 2026Q1: 3,876 shares 3,876 $561K <0.01% +1,879 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,954 shares; 2025Q1: 2,047 shares; 2025Q2: 2,092 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 1,994 shares 1,994 $561K <0.01% -83 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,132 shares; 2026Q1: 9,866 shares 9,866 $561K <0.01% +3,734 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,792 shares; 2025Q1: 14,199 shares; 2025Q2: 18,240 shares; 2025Q3: 26,567 shares; 2025Q4: 22,954 shares; 2026Q1: 61,374 shares 61,374 $560K <0.01% +38,420 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 9,246 shares; 2026Q1: 10,310 shares 10,310 $560K <0.01% +1,064 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,350 shares; 2025Q1: 4,651 shares; 2025Q2: 4,652 shares; 2025Q3: 4,653 shares; 2025Q4: 4,673 shares; 2026Q1: 4,674 shares 4,674 $559K <0.01% +1 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,110 shares; 2025Q4: 137,851 shares; 2026Q1: 107,242 shares 107,242 $558K <0.01% -30,609 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 4,802 shares; 2025Q1: 4,263 shares; 2025Q2: 3,981 shares; 2025Q3: 4,574 shares; 2025Q4: 4,710 shares; 2026Q1: 4,981 shares 4,981 $558K <0.01% +271 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,430 shares; 2025Q1: 6,339 shares; 2025Q2: 6,396 shares; 2025Q3: 12,987 shares; 2025Q4: 18,709 shares; 2026Q1: 9,400 shares 9,400 $558K <0.01% -9,309 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,940 shares; 2024Q4: 32,512 shares; 2025Q1: 32,388 shares; 2025Q2: 33,660 shares; 2025Q3: 26,807 shares; 2025Q4: 66,525 shares; 2026Q1: 66,796 shares 66,796 $558K <0.01% +271 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,807 shares; 2024Q4: 71,217 shares; 2025Q1: 17,508 shares; 2025Q2: 10,367 shares; 2025Q3: 20,269 shares; 2025Q4: 21,043 shares; 2026Q1: 20,968 shares 20,968 $558K <0.01% -75 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,679 shares 229,679 $556K <0.01% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 5,907 shares; 2025Q1: 30,499 shares; 2025Q2: 13,054 shares; 2025Q3: 15,990 shares; 2025Q4: 14,344 shares; 2026Q1: 15,096 shares 15,096 $555K <0.01% +752 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,919 shares; 2024Q4: 302,833 shares; 2025Q1: 369,449 shares; 2025Q2: 373,422 shares; 2025Q3: 424,028 shares; 2025Q4: 414,487 shares; 2026Q1: 371,526 shares 371,526 $554K <0.01% -42,961 Timeline GEM 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: 12,735 shares; 2024Q4: 11,290 shares; 2025Q1: 9,917 shares; 2025Q2: 9,714 shares; 2025Q3: 13,163 shares; 2025Q4: 13,113 shares; 2026Q1: 12,774 shares 12,774 $552K <0.01% -339 Timeline FTMH 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: 45,928 shares; 2026Q1: 47,872 shares 47,872 $552K <0.01% +1,944 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,828 shares; 2025Q1: 33,984 shares; 2025Q2: 32,468 shares; 2025Q3: 32,591 shares; 2025Q4: 15,147 shares; 2026Q1: 11,391 shares 11,391 $551K <0.01% -3,756 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,114 shares; 2024Q4: 54,939 shares; 2025Q1: 26,265 shares; 2025Q2: 20,547 shares; 2025Q3: 16,513 shares; 2025Q4: 16,081 shares; 2026Q1: 16,056 shares 16,056 $551K <0.01% -25 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,470 shares; 2025Q4: 8,238 shares; 2026Q1: 11,560 shares 11,560 $550K <0.01% +3,322 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,423 shares; 2024Q4: 24,643 shares; 2025Q1: 23,999 shares; 2025Q2: 21,447 shares; 2025Q3: 19,704 shares; 2025Q4: 19,179 shares; 2026Q1: 27,351 shares 27,351 $550K <0.01% +8,172 Timeline KBR KBR INC More: the full row for KBR 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: 14,921 shares 14,921 $550K <0.01% new Timeline ESGG 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: 2,158 shares; 2024Q4: 3,066 shares; 2025Q1: 3,206 shares; 2025Q2: 3,473 shares; 2025Q3: 3,184 shares; 2025Q4: 2,872 shares; 2026Q1: 2,750 shares 2,750 $550K <0.01% -122 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 2,008 shares; 2025Q1: 3,574 shares; 2025Q2: 4,116 shares; 2025Q3: 3,554 shares; 2025Q4: 5,685 shares; 2026Q1: 5,576 shares 5,576 $549K <0.01% -109 Timeline USAI 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: 49,861 shares; 2024Q4: 77,937 shares; 2025Q1: 107,603 shares; 2025Q2: 68,640 shares; 2025Q3: 47,129 shares; 2025Q4: 48,669 shares; 2026Q1: 11,676 shares 11,676 $549K <0.01% -36,993 Timeline GRNB 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: 23,716 shares; 2024Q4: 22,189 shares; 2025Q1: 20,682 shares; 2025Q2: 19,196 shares; 2025Q3: 22,320 shares; 2025Q4: 25,344 shares; 2026Q1: 22,896 shares 22,896 $549K <0.01% -2,448 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 30,510 shares; 2025Q1: 28,662 shares; 2025Q2: 27,241 shares; 2025Q3: 25,301 shares; 2025Q4: 23,257 shares; 2026Q1: 21,778 shares 21,778 $548K <0.01% -1,479 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,216 shares; 2024Q4: 40,216 shares; 2025Q1: 46,242 shares; 2025Q2: 54,469 shares; 2025Q3: 53,728 shares; 2025Q4: 53,828 shares; 2026Q1: 56,834 shares 56,834 $548K <0.01% +3,006 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,836 shares; 2025Q1: 6,574 shares; 2025Q2: 15,748 shares; 2025Q3: 15,733 shares; 2025Q4: 15,496 shares; 2026Q1: 15,307 shares 15,307 $547K <0.01% -189 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares; 2026Q1: 9,291 shares 9,291 $547K <0.01% -1,256 Timeline AMRC AMERESCO INC More: the full row for AMERESCO 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: 20,326 shares; 2025Q4: 16,490 shares; 2026Q1: 21,466 shares 21,466 $547K <0.01% +4,976 Timeline JUNW 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: 7,113 shares; 2025Q1: 7,088 shares; 2025Q2: 15,607 shares; 2025Q3: 15,429 shares; 2025Q4: 15,429 shares; 2026Q1: 16,408 shares 16,408 $547K <0.01% +979 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,798 shares; 2024Q4: 57,423 shares; 2025Q1: 51,771 shares; 2025Q2: 46,060 shares; 2025Q3: 54,007 shares; 2025Q4: 55,058 shares; 2026Q1: 54,545 shares 54,545 $546K <0.01% -513 Timeline GMTL GUARDIAN METAL RES PLC More: the full row for GUARDIAN METAL RES 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: 31,256 shares 31,256 $546K <0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,868 shares; 2026Q1: 5,794 shares 5,794 $545K <0.01% -3,074 Timeline PTBD 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: 41,493 shares; 2024Q4: 35,930 shares; 2025Q1: 34,771 shares; 2025Q2: 20,345 shares; 2025Q3: 33,669 shares; 2025Q4: 28,687 shares; 2026Q1: 28,703 shares 28,703 $545K <0.01% +16 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: 1,691 shares; 2025Q2: 3,910 shares; 2025Q3: 2,282 shares; 2025Q4: 2,269 shares; 2026Q1: 2,719 shares 2,719 $544K <0.01% +450 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,799 shares; 2024Q4: 26,190 shares; 2025Q1: 27,406 shares; 2025Q2: 5,702 shares; 2025Q3: 29,676 shares; 2025Q4: 30,775 shares; 2026Q1: 13,705 shares 13,705 $544K <0.01% -17,070 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,529 shares; 2025Q4: 4,182 shares; 2026Q1: 3,793 shares 3,793 $544K <0.01% -389 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,014 shares; 2025Q1: 9,014 shares; 2025Q2: 9,025 shares; 2025Q3: 9,074 shares; 2025Q4: 6,498 shares; 2026Q1: 6,527 shares 6,527 $544K <0.01% +29 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: 11,796 shares; 2025Q1: 12,080 shares; 2025Q2: 9,363 shares; 2025Q3: 9,576 shares; 2025Q4: 8,811 shares; 2026Q1: 10,059 shares 10,059 $542K <0.01% +1,248 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 25,675 shares; 2025Q1: 25,868 shares; 2025Q2: 37,889 shares; 2025Q3: 39,903 shares; 2025Q4: 40,073 shares; 2026Q1: 55,506 shares 55,506 $542K <0.01% +15,433 Timeline LDSF 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: 131,825 shares; 2024Q4: 125,785 shares; 2025Q1: 77,093 shares; 2025Q2: 74,805 shares; 2025Q3: 74,062 shares; 2025Q4: 73,466 shares; 2026Q1: 28,670 shares 28,670 $542K <0.01% -44,796 Timeline AOCT 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: 29,353 shares; 2025Q1: 27,790 shares; 2025Q2: 27,995 shares; 2025Q3: 29,372 shares; 2025Q4: 25,474 shares; 2026Q1: 20,452 shares 20,452 $541K <0.01% -5,022 Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,877 shares; 2024Q4: 11,344 shares; 2025Q1: 11,419 shares; 2025Q2: 14,129 shares; 2025Q3: 10,952 shares; 2025Q4: not reported; 2026Q1: 399,695 shares 399,695 $540K <0.01% new Timeline GLRY 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: 30,417 shares; 2024Q4: 33,080 shares; 2025Q1: 36,509 shares; 2025Q2: 44,971 shares; 2025Q3: 40,023 shares; 2025Q4: 15,061 shares; 2026Q1: 14,557 shares 14,557 $540K <0.01% -504 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,174 shares; 2026Q1: 44,297 shares 44,297 $540K <0.01% -13,877 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,484 shares; 2024Q4: 15,228 shares; 2025Q1: 16,328 shares; 2025Q2: 19,327 shares; 2025Q3: 15,912 shares; 2025Q4: 17,183 shares; 2026Q1: 16,950 shares 16,950 $538K <0.01% -233 Timeline NVA NOVA MINERALS LTD More: the full row for NOVA MINERALS 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: 23,256 shares; 2025Q3: 43,624 shares; 2025Q4: 99,167 shares; 2026Q1: 91,658 shares 91,658 $538K <0.01% -7,509 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 15,297 shares; 2026Q1: 20,118 shares 20,118 $538K <0.01% +4,821 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 25,398 shares; 2025Q1: 25,555 shares; 2025Q2: 25,634 shares; 2025Q3: 25,872 shares; 2025Q4: 26,251 shares; 2026Q1: 26,297 shares 26,297 $536K <0.01% +46 Timeline PSDM 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: 9,769 shares; 2025Q4: 9,810 shares; 2026Q1: 10,520 shares 10,520 $536K <0.01% +710 Timeline MBSD 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: not reported; 2025Q1: not reported; 2025Q2: 14,840 shares; 2025Q3: 15,908 shares; 2025Q4: 20,263 shares; 2026Q1: 25,909 shares 25,909 $536K <0.01% +5,646 Timeline IYLD 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: 26,400 shares; 2024Q4: 25,746 shares; 2025Q1: 25,762 shares; 2025Q2: 25,772 shares; 2025Q3: 22,640 shares; 2025Q4: 24,660 shares; 2026Q1: 24,665 shares 24,665 $536K <0.01% +5 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 18,960 shares; 2025Q3: 20,638 shares; 2025Q4: 23,741 shares; 2026Q1: 19,106 shares 19,106 $535K <0.01% -4,635 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,288 shares; 2024Q4: 43,736 shares; 2025Q1: 49,765 shares; 2025Q2: 47,951 shares; 2025Q3: 46,322 shares; 2025Q4: 51,911 shares; 2026Q1: 52,533 shares 52,533 $534K <0.01% +622 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,145 shares; 2026Q1: 9,102 shares 9,102 $534K <0.01% +957 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,729 shares; 2025Q3: 15,548 shares; 2025Q4: 23,003 shares; 2026Q1: 25,366 shares 25,366 $534K <0.01% +2,363 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,397 shares; 2024Q4: 30,163 shares; 2025Q1: 32,081 shares; 2025Q2: 31,256 shares; 2025Q3: 28,644 shares; 2025Q4: 28,390 shares; 2026Q1: 23,486 shares 23,486 $533K <0.01% -4,904 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,311 shares; 2024Q4: 10,590 shares; 2025Q1: 10,309 shares; 2025Q2: 13,515 shares; 2025Q3: 16,386 shares; 2025Q4: 25,093 shares; 2026Q1: 25,182 shares 25,182 $533K <0.01% +89 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,261 shares; 2025Q1: 2,426 shares; 2025Q2: 2,114 shares; 2025Q3: 3,674 shares; 2025Q4: 3,869 shares; 2026Q1: 3,840 shares 3,840 $533K <0.01% -29 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,784 shares; 2025Q1: 12,061 shares; 2025Q2: 12,161 shares; 2025Q3: 15,061 shares; 2025Q4: 25,061 shares; 2026Q1: 59,184 shares 59,184 $533K <0.01% +34,123 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 3,238 shares; 2025Q4: 3,543 shares; 2026Q1: 7,045 shares 7,045 $529K <0.01% +3,502 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,060 shares; 2025Q4: 2,905 shares; 2026Q1: 3,786 shares 3,786 $529K <0.01% +881 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,525 shares 6,525 $528K <0.01% new Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,779 shares; 2025Q3: 22,293 shares; 2025Q4: 14,927 shares; 2026Q1: 13,949 shares 13,949 $528K <0.01% -978 Timeline AAA 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: 72,284 shares; 2024Q4: 56,989 shares; 2025Q1: 48,242 shares; 2025Q2: 38,110 shares; 2025Q3: 32,237 shares; 2025Q4: 27,669 shares; 2026Q1: 21,185 shares 21,185 $528K <0.01% -6,484 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,892 shares; 2025Q4: 5,692 shares; 2026Q1: 5,495 shares 5,495 $527K <0.01% -197 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,996 shares; 2025Q2: 16,996 shares; 2025Q3: 18,210 shares; 2025Q4: 17,612 shares; 2026Q1: 17,902 shares 17,902 $527K <0.01% +290 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,448 shares; 2024Q4: 31,444 shares; 2025Q1: 30,850 shares; 2025Q2: 18,077 shares; 2025Q3: 18,334 shares; 2025Q4: 19,528 shares; 2026Q1: 19,781 shares 19,781 $527K <0.01% +253 Timeline FLIN 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: 89,130 shares; 2024Q4: 28,095 shares; 2025Q1: 14,011 shares; 2025Q2: 13,431 shares; 2025Q3: 15,592 shares; 2025Q4: 16,014 shares; 2026Q1: 15,856 shares 15,856 $527K <0.01% -158 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,997 shares; 2024Q4: 22,480 shares; 2025Q1: 23,733 shares; 2025Q2: 19,720 shares; 2025Q3: 21,803 shares; 2025Q4: 20,714 shares; 2026Q1: 12,149 shares 12,149 $526K <0.01% -8,565 Timeline XSEP 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: 19,700 shares; 2024Q4: 25,649 shares; 2025Q1: 16,564 shares; 2025Q2: 16,146 shares; 2025Q3: 14,826 shares; 2025Q4: 14,007 shares; 2026Q1: 12,545 shares 12,545 $525K <0.01% -1,462 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 12,670 shares; 2025Q1: 15,315 shares; 2025Q2: 12,422 shares; 2025Q3: 12,342 shares; 2025Q4: 9,159 shares; 2026Q1: 16,277 shares 16,277 $525K <0.01% +7,118 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,259 shares; 2025Q2: 11,351 shares; 2025Q3: 21,265 shares; 2025Q4: 27,394 shares; 2026Q1: 20,477 shares 20,477 $525K <0.01% -6,917 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 19,552 shares; 2025Q1: 30,721 shares; 2025Q2: 22,705 shares; 2025Q3: 22,219 shares; 2025Q4: 21,019 shares; 2026Q1: 21,153 shares 21,153 $524K <0.01% +134 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,700 shares; 2025Q2: 16,324 shares; 2025Q3: 27,114 shares; 2025Q4: 18,950 shares; 2026Q1: 23,976 shares 23,976 $524K <0.01% +5,026 Timeline NVDY 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: 22,683 shares; 2024Q4: 24,793 shares; 2025Q1: 37,873 shares; 2025Q2: 29,756 shares; 2025Q3: 35,300 shares; 2025Q4: 43,844 shares; 2026Q1: 40,359 shares 40,359 $524K <0.01% -3,485 Timeline TMFS RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,232 shares; 2024Q4: 39,460 shares; 2025Q1: 39,039 shares; 2025Q2: 41,705 shares; 2025Q3: 44,290 shares; 2025Q4: 15,385 shares; 2026Q1: 16,382 shares 16,382 $524K <0.01% +997 Timeline BUFT 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: 40,846 shares; 2024Q4: 39,065 shares; 2025Q1: 28,005 shares; 2025Q2: 27,866 shares; 2025Q3: 28,165 shares; 2025Q4: 25,959 shares; 2026Q1: 21,139 shares 21,139 $524K <0.01% -4,820 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,957 shares; 2025Q1: 3,979 shares; 2025Q2: 3,640 shares; 2025Q3: 4,487 shares; 2025Q4: 1,216 shares; 2026Q1: 2,410 shares 2,410 $523K <0.01% +1,194 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,001 shares; 2024Q4: 98,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,750 shares; 2025Q4: 21,500 shares; 2026Q1: 35,550 shares 35,550 $523K <0.01% +14,050 Timeline CPSJ 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: 168,143 shares; 2024Q4: 158,334 shares; 2025Q1: 158,693 shares; 2025Q2: 137,647 shares; 2025Q3: 49,418 shares; 2025Q4: 20,914 shares; 2026Q1: 19,461 shares 19,461 $523K <0.01% -1,453 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,905 shares; 2024Q4: 184,226 shares; 2025Q1: 58,700 shares; 2025Q2: 31,715 shares; 2025Q3: 33,190 shares; 2025Q4: 31,258 shares; 2026Q1: 26,812 shares 26,812 $523K <0.01% -4,446 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,225 shares; 2024Q4: 12,591 shares; 2025Q1: 13,420 shares; 2025Q2: 11,711 shares; 2025Q3: 11,115 shares; 2025Q4: 10,568 shares; 2026Q1: 9,743 shares 9,743 $522K <0.01% -825 Timeline NDEC 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: 21,061 shares; 2025Q1: 21,061 shares; 2025Q2: 20,375 shares; 2025Q3: 18,882 shares; 2025Q4: 20,862 shares; 2026Q1: 19,374 shares 19,374 $522K <0.01% -1,488 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,712 shares; 2025Q3: not reported; 2025Q4: 18,829 shares; 2026Q1: 16,243 shares 16,243 $522K <0.01% -2,586 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD 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: 203,166 shares; 2025Q3: 285,778 shares; 2025Q4: 304,495 shares; 2026Q1: 280,069 shares 280,069 $522K <0.01% -24,426 Timeline SNSR 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: 25,837 shares; 2024Q4: 25,202 shares; 2025Q1: 20,148 shares; 2025Q2: 20,147 shares; 2025Q3: 13,993 shares; 2025Q4: 13,527 shares; 2026Q1: 13,998 shares 13,998 $522K <0.01% +471 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 1,948 shares; 2025Q3: 1,971 shares; 2025Q4: 1,911 shares; 2026Q1: 1,863 shares 1,863 $522K <0.01% -48 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,882 shares; 2024Q4: 21,442 shares; 2025Q1: 22,955 shares; 2025Q2: 25,652 shares; 2025Q3: 23,686 shares; 2025Q4: 25,353 shares; 2026Q1: 57,304 shares 57,304 $521K <0.01% +31,951 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,305 shares; 2025Q4: 12,589 shares; 2026Q1: 15,413 shares 15,413 $521K <0.01% +2,824 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 11,809 shares; 2025Q1: 12,027 shares; 2025Q2: 16,437 shares; 2025Q3: 14,736 shares; 2025Q4: 15,883 shares; 2026Q1: 17,399 shares 17,399 $520K <0.01% +1,516 Timeline NUMG 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: 13,518 shares; 2024Q4: 13,085 shares; 2025Q1: 14,643 shares; 2025Q2: 13,844 shares; 2025Q3: 13,720 shares; 2025Q4: 12,960 shares; 2026Q1: 12,633 shares 12,633 $519K <0.01% -327 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,899 shares; 2026Q1: 10,409 shares 10,409 $518K <0.01% -4,490 Timeline RCTR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,874 shares 14,874 $518K <0.01% new Timeline HYGV 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: 14,256 shares; 2024Q4: 15,675 shares; 2025Q1: 15,722 shares; 2025Q2: 15,328 shares; 2025Q3: 14,407 shares; 2025Q4: 12,562 shares; 2026Q1: 12,907 shares 12,907 $517K <0.01% +345 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: not reported; 2025Q1: 5,150 shares; 2025Q2: 7,222 shares; 2025Q3: 13,162 shares; 2025Q4: 6,144 shares; 2026Q1: 6,860 shares 6,860 $516K <0.01% +716 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 12,355 shares; 2025Q4: 21,786 shares; 2026Q1: 24,177 shares 24,177 $516K <0.01% +2,391 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,440 shares; 2025Q1: 12,815 shares; 2025Q2: 14,187 shares; 2025Q3: 16,488 shares; 2025Q4: 21,696 shares; 2026Q1: 21,398 shares 21,398 $516K <0.01% -298 FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 557 shares; 2026Q1: 987 shares 987 $515K <0.01% +430 Timeline FCTE 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: 9,802 shares; 2025Q2: 10,988 shares; 2025Q3: 10,560 shares; 2025Q4: 11,365 shares; 2026Q1: 20,879 shares 20,879 $515K <0.01% +9,514 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,766 shares; 2025Q4: 11,543 shares; 2026Q1: 12,495 shares 12,495 $515K <0.01% +952 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,145 shares; 2025Q3: 4,493 shares; 2025Q4: 5,847 shares; 2026Q1: 6,840 shares 6,840 $514K <0.01% +993 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 2,203 shares; 2025Q3: 2,404 shares; 2025Q4: 2,490 shares; 2026Q1: 4,629 shares 4,629 $514K <0.01% +2,139 Timeline UCO PROSHARES TR II More: the full row for PROSHARES 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: 13,054 shares 13,054 $513K <0.01% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,134 shares; 2024Q4: 23,884 shares; 2025Q1: 15,440 shares; 2025Q2: 20,388 shares; 2025Q3: 24,475 shares; 2025Q4: 25,177 shares; 2026Q1: 17,599 shares 17,599 $512K <0.01% -7,578 Timeline MAYW 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: 26,748 shares; 2024Q4: 19,895 shares; 2025Q1: 18,448 shares; 2025Q2: 16,761 shares; 2025Q3: 15,820 shares; 2025Q4: 15,860 shares; 2026Q1: 15,134 shares 15,134 $511K <0.01% -726 Timeline FSCC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,895 shares; 2026Q1: 17,220 shares 17,220 $511K <0.01% +5,325 Timeline OASC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,591 shares; 2025Q4: 17,550 shares; 2026Q1: 17,156 shares 17,156 $511K <0.01% -394 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,395 shares; 2024Q4: 396,279 shares; 2025Q1: 61,807 shares; 2025Q2: 30,625 shares; 2025Q3: 29,097 shares; 2025Q4: 29,626 shares; 2026Q1: 29,865 shares 29,865 $509K <0.01% +239 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,827 shares; 2025Q1: 3,735 shares; 2025Q2: 3,913 shares; 2025Q3: 4,095 shares; 2025Q4: 4,038 shares; 2026Q1: 5,063 shares 5,063 $509K <0.01% +1,025 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,274 shares; 2024Q4: 106,565 shares; 2025Q1: 33,584 shares; 2025Q2: 24,011 shares; 2025Q3: 27,720 shares; 2025Q4: 26,558 shares; 2026Q1: 24,864 shares 24,864 $508K <0.01% -1,694 Timeline FAI 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: 7,044 shares; 2025Q4: 10,974 shares; 2026Q1: 13,623 shares 13,623 $507K <0.01% +2,649 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 2,881 shares; 2025Q1: 2,765 shares; 2025Q2: 2,639 shares; 2025Q3: 3,481 shares; 2025Q4: 3,550 shares; 2026Q1: 3,308 shares 3,308 $505K <0.01% -242 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,278 shares; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 3,249 shares; 2025Q4: 5,791 shares; 2026Q1: 5,821 shares 5,821 $503K <0.01% +30 Timeline CHPS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,493 shares 9,493 $503K <0.01% new Timeline FLJJ 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: 57,663 shares; 2024Q4: 44,067 shares; 2025Q1: 56,286 shares; 2025Q2: 21,160 shares; 2025Q3: 19,658 shares; 2025Q4: 19,124 shares; 2026Q1: 16,013 shares 16,013 $503K <0.01% -3,111 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,124 shares; 2025Q1: 4,593 shares; 2025Q2: 4,095 shares; 2025Q3: 3,544 shares; 2025Q4: 3,478 shares; 2026Q1: 5,864 shares 5,864 $502K <0.01% +2,386 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,245 shares; 2024Q4: 29,164 shares; 2025Q1: 41,728 shares; 2025Q2: 47,357 shares; 2025Q3: 52,521 shares; 2025Q4: 5,764 shares; 2026Q1: 5,372 shares 5,372 $502K <0.01% -392 Timeline RSPM 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: 16,994 shares; 2024Q4: 15,292 shares; 2025Q1: 16,943 shares; 2025Q2: 13,757 shares; 2025Q3: 16,857 shares; 2025Q4: 13,421 shares; 2026Q1: 12,975 shares 12,975 $502K <0.01% -446 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 4,237 shares; 2025Q1: 3,688 shares; 2025Q2: 3,760 shares; 2025Q3: 2,056 shares; 2025Q4: 5,737 shares; 2026Q1: 2,366 shares 2,366 $501K <0.01% -3,371 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 17,136 shares; 2025Q1: 15,187 shares; 2025Q2: 18,179 shares; 2025Q3: 17,662 shares; 2025Q4: 17,306 shares; 2026Q1: 19,229 shares 19,229 $501K <0.01% +1,923 Timeline HSLV HIGHLANDER SILVER CORP More: the full row for HIGHLANDER SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,983 shares 85,983 $501K <0.01% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,031 shares; 2025Q2: 11,167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,042 shares 18,042 $500K <0.01% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,067 shares; 2025Q3: 13,879 shares; 2025Q4: 13,286 shares; 2026Q1: 19,209 shares 19,209 $499K <0.01% +5,923 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,214 shares; 2024Q4: 80,214 shares; 2025Q1: 83,031 shares; 2025Q2: 77,960 shares; 2025Q3: 69,527 shares; 2025Q4: 67,991 shares; 2026Q1: 68,225 shares 68,225 $499K <0.01% +234 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,820 shares; 2026Q1: 20,289 shares 20,289 $499K <0.01% +1,469 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 7,720 shares; 2025Q1: 8,328 shares; 2025Q2: 8,062 shares; 2025Q3: 8,538 shares; 2025Q4: 4,219 shares; 2026Q1: 4,078 shares 4,078 $498K <0.01% -141 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,126 shares; 2024Q4: 28,048 shares; 2025Q1: 28,048 shares; 2025Q2: 14,338 shares; 2025Q3: 14,223 shares; 2025Q4: 11,423 shares; 2026Q1: 11,092 shares 11,092 $498K <0.01% -331 Timeline PSP 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: 20,346 shares; 2024Q4: 20,422 shares; 2025Q1: 11,243 shares; 2025Q2: 18,447 shares; 2025Q3: 16,069 shares; 2025Q4: 9,999 shares; 2026Q1: 8,758 shares 8,758 $495K <0.01% -1,241 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,276 shares 13,276 $495K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,960 shares; 2024Q4: 71,326 shares; 2025Q1: 73,111 shares; 2025Q2: 68,569 shares; 2025Q3: 63,078 shares; 2025Q4: 59,867 shares; 2026Q1: 61,453 shares 61,453 $494K <0.01% +1,586 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,985 shares 9,985 $494K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 7,915 shares; 2025Q1: 7,642 shares; 2025Q2: 10,245 shares; 2025Q3: 10,158 shares; 2025Q4: 8,229 shares; 2026Q1: 8,123 shares 8,123 $494K <0.01% -106 Timeline FISR 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: 9,359 shares; 2024Q4: 13,898 shares; 2025Q1: 18,264 shares; 2025Q2: 18,524 shares; 2025Q3: 18,216 shares; 2025Q4: 17,513 shares; 2026Q1: 19,223 shares 19,223 $494K <0.01% +1,710 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,499 shares; 2025Q1: 6,079 shares; 2025Q2: 5,600 shares; 2025Q3: 6,000 shares; 2025Q4: 6,066 shares; 2026Q1: 6,072 shares 6,072 $493K <0.01% +6 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,971 shares; 2024Q4: 42,944 shares; 2025Q1: 34,018 shares; 2025Q2: 31,845 shares; 2025Q3: 34,387 shares; 2025Q4: 37,684 shares; 2026Q1: 36,291 shares 36,291 $492K <0.01% -1,393 Timeline FLN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,272 shares 19,272 $492K <0.01% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,380 shares; 2024Q4: 44,725 shares; 2025Q1: 45,228 shares; 2025Q2: 45,838 shares; 2025Q3: 42,514 shares; 2025Q4: 37,483 shares; 2026Q1: 37,447 shares 37,447 $491K <0.01% -36 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,350 shares; 2025Q1: 8,359 shares; 2025Q2: 7,904 shares; 2025Q3: 9,207 shares; 2025Q4: 9,956 shares; 2026Q1: 9,278 shares 9,278 $490K <0.01% -678 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,502 shares; 2025Q2: 6,173 shares; 2025Q3: 7,919 shares; 2025Q4: 9,056 shares; 2026Q1: 5,544 shares 5,544 $489K <0.01% -3,512 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,993 shares; 2025Q1: 33,724 shares; 2025Q2: 41,117 shares; 2025Q3: 71,156 shares; 2025Q4: 78,838 shares; 2026Q1: 71,319 shares 71,319 $489K <0.01% -7,519 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,817 shares; 2025Q1: 6,830 shares; 2025Q2: 5,657 shares; 2025Q3: 6,409 shares; 2025Q4: 6,811 shares; 2026Q1: 6,809 shares 6,809 $486K <0.01% -2 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,434 shares; 2025Q3: 10,535 shares; 2025Q4: 14,154 shares; 2026Q1: 13,983 shares 13,983 $485K <0.01% -171 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,450 shares; 2024Q4: 590,591 shares; 2025Q1: 461,107 shares; 2025Q2: 320,881 shares; 2025Q3: 46,696 shares; 2025Q4: 47,887 shares; 2026Q1: 46,036 shares 46,036 $485K <0.01% -1,851 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 10,378 shares; 2025Q1: 9,666 shares; 2025Q2: 9,231 shares; 2025Q3: 9,354 shares; 2025Q4: 9,232 shares; 2026Q1: 9,907 shares 9,907 $485K <0.01% +675 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,448 shares; 2026Q1: 20,527 shares 20,527 $485K <0.01% -921 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,215 shares; 2026Q1: 9,574 shares 9,574 $485K <0.01% +1,359 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,281 shares; 2025Q4: 3,424 shares; 2026Q1: 6,379 shares 6,379 $485K <0.01% +2,955 Timeline RIET 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: 12,707 shares; 2024Q4: 15,392 shares; 2025Q1: 21,195 shares; 2025Q2: 26,683 shares; 2025Q3: 53,811 shares; 2025Q4: 70,589 shares; 2026Q1: 53,930 shares 53,930 $485K <0.01% -16,659 Timeline PCY 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: 25,885 shares; 2024Q4: 27,294 shares; 2025Q1: 22,195 shares; 2025Q2: 21,884 shares; 2025Q3: 21,359 shares; 2025Q4: 41,651 shares; 2026Q1: 23,169 shares 23,169 $484K <0.01% -18,482 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 3,033 shares; 2025Q1: 2,638 shares; 2025Q2: 3,043 shares; 2025Q3: 5,145 shares; 2025Q4: 4,787 shares; 2026Q1: 3,131 shares 3,131 $484K <0.01% -1,656 Timeline JULT 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: 9,986 shares; 2024Q4: 9,736 shares; 2025Q1: 6,574 shares; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 6,096 shares; 2026Q1: 11,004 shares 11,004 $484K <0.01% +4,908 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,100 shares; 2025Q3: 29,100 shares; 2025Q4: 38,459 shares; 2026Q1: 57,074 shares 57,074 $483K <0.01% +18,615 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 44,856 shares; 2025Q1: 84,475 shares; 2025Q2: 62,931 shares; 2025Q3: 52,163 shares; 2025Q4: 54,930 shares; 2026Q1: 69,439 shares 69,439 $483K <0.01% +14,509 Timeline FNDC 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: 5,411 shares; 2024Q4: 7,090 shares; 2025Q1: 8,399 shares; 2025Q2: 9,820 shares; 2025Q3: 8,557 shares; 2025Q4: 8,039 shares; 2026Q1: 10,402 shares 10,402 $482K <0.01% +2,363 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,322 shares; 2025Q3: 6,693 shares; 2025Q4: 8,292 shares; 2026Q1: 4,515 shares 4,515 $482K <0.01% -3,777 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 4,425 shares; 2025Q3: 4,434 shares; 2025Q4: 6,603 shares; 2026Q1: 6,423 shares 6,423 $481K <0.01% -180 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,349 shares; 2026Q1: 57,618 shares 57,618 $481K <0.01% -19,731 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 5,052 shares; 2025Q1: 4,640 shares; 2025Q2: 5,052 shares; 2025Q3: 5,049 shares; 2025Q4: 4,855 shares; 2026Q1: 4,855 shares 4,855 $480K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 10,474 shares 10,474 $480K <0.01% new Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,811 shares; 2024Q4: 63,992 shares; 2025Q1: 68,252 shares; 2025Q2: 36,997 shares; 2025Q3: 160,520 shares; 2025Q4: 135,764 shares; 2026Q1: 131,438 shares 131,438 $480K <0.01% -4,326 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 10,646 shares; 2025Q4: 18,673 shares; 2026Q1: 17,752 shares 17,752 $478K <0.01% -921 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 8,039 shares; 2025Q1: 8,419 shares; 2025Q2: 8,419 shares; 2025Q3: 8,419 shares; 2025Q4: 10,878 shares; 2026Q1: 10,878 shares 10,878 $477K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 19,650 shares; 2025Q3: not reported; 2025Q4: 15,275 shares; 2026Q1: 52,707 shares 52,707 $476K <0.01% +37,432 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,815 shares; 2024Q4: 19,984 shares; 2025Q1: 20,653 shares; 2025Q2: 21,739 shares; 2025Q3: 22,658 shares; 2025Q4: 23,037 shares; 2026Q1: 25,306 shares 25,306 $476K <0.01% +2,269 Timeline JHSC 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: 11,388 shares; 2024Q4: 11,203 shares; 2025Q1: 8,375 shares; 2025Q2: 11,420 shares; 2025Q3: 11,535 shares; 2025Q4: 11,345 shares; 2026Q1: 11,065 shares 11,065 $475K <0.01% -280 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,214 shares; 2024Q4: 23,678 shares; 2025Q1: 23,900 shares; 2025Q2: 24,114 shares; 2025Q3: 24,322 shares; 2025Q4: 31,874 shares; 2026Q1: 32,276 shares 32,276 $474K <0.01% +402 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 14,473 shares; 2025Q1: 13,043 shares; 2025Q2: 11,936 shares; 2025Q3: 11,764 shares; 2025Q4: 11,289 shares; 2026Q1: 11,312 shares 11,312 $473K <0.01% +23 Timeline NUMV 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: 9,027 shares; 2024Q4: 9,704 shares; 2025Q1: 11,733 shares; 2025Q2: 11,615 shares; 2025Q3: 11,527 shares; 2025Q4: 12,030 shares; 2026Q1: 12,163 shares 12,163 $472K <0.01% +133 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,384 shares; 2026Q1: 14,832 shares 14,832 $472K <0.01% +4,448 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,757 shares; 2025Q1: 5,135 shares; 2025Q2: 53,850 shares; 2025Q3: 166,325 shares; 2025Q4: 198,580 shares; 2026Q1: 6,845 shares 6,845 $472K <0.01% -191,735 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 10,961 shares; 2025Q1: 5,667 shares; 2025Q2: 5,810 shares; 2025Q3: 5,485 shares; 2025Q4: 5,830 shares; 2026Q1: 5,473 shares 5,473 $471K <0.01% -357 Timeline IMAR 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: 11,549 shares; 2025Q2: 11,549 shares; 2025Q3: 11,349 shares; 2025Q4: 11,349 shares; 2026Q1: 16,227 shares 16,227 $471K <0.01% +4,878 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,528 shares; 2025Q1: 8,437 shares; 2025Q2: 8,240 shares; 2025Q3: 8,069 shares; 2025Q4: 6,955 shares; 2026Q1: 5,719 shares 5,719 $470K <0.01% -1,236 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,104 shares; 2025Q1: 7,725 shares; 2025Q2: 9,163 shares; 2025Q3: 11,001 shares; 2025Q4: 11,207 shares; 2026Q1: 8,138 shares 8,138 $470K <0.01% -3,069 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 5,958 shares; 2025Q2: 9,343 shares; 2025Q3: 9,301 shares; 2025Q4: 10,158 shares; 2026Q1: 11,705 shares 11,705 $470K <0.01% +1,547 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,838 shares; 2025Q1: 48,103 shares; 2025Q2: 36,191 shares; 2025Q3: 35,818 shares; 2025Q4: 25,716 shares; 2026Q1: 17,726 shares 17,726 $470K <0.01% -7,990 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,282 shares; 2024Q4: 31,528 shares; 2025Q1: 32,056 shares; 2025Q2: 31,722 shares; 2025Q3: 29,911 shares; 2025Q4: 7,212 shares; 2026Q1: 6,203 shares 6,203 $469K <0.01% -1,009 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,793 shares; 2025Q1: 3,968 shares; 2025Q2: 3,364 shares; 2025Q3: 3,402 shares; 2025Q4: 3,291 shares; 2026Q1: 3,493 shares 3,493 $469K <0.01% +202 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD 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: 168,800 shares; 2025Q3: 361,057 shares; 2025Q4: 363,702 shares; 2026Q1: 310,001 shares 310,001 $469K <0.01% -53,701 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,993 shares; 2025Q1: 4,243 shares; 2025Q2: 4,493 shares; 2025Q3: 4,479 shares; 2025Q4: 3,188 shares; 2026Q1: 3,207 shares 3,207 $466K <0.01% +19 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,852 shares; 2025Q3: not reported; 2025Q4: 9,373 shares; 2026Q1: 9,567 shares 9,567 $466K <0.01% +194 Timeline SPDV 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: 14,025 shares; 2024Q4: 14,013 shares; 2025Q1: 14,423 shares; 2025Q2: 14,047 shares; 2025Q3: 14,010 shares; 2025Q4: 14,149 shares; 2026Q1: 12,510 shares 12,510 $466K <0.01% -1,639 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,009 shares; 2025Q4: 8,791 shares; 2026Q1: 4,441 shares 4,441 $465K <0.01% -4,350 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,627 shares; 2025Q1: 19,951 shares; 2025Q2: 18,697 shares; 2025Q3: 16,511 shares; 2025Q4: 18,103 shares; 2026Q1: 18,103 shares 18,103 $464K <0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,758 shares; 2024Q4: 30,225 shares; 2025Q1: 25,555 shares; 2025Q2: 30,157 shares; 2025Q3: 24,058 shares; 2025Q4: 35,322 shares; 2026Q1: 36,120 shares 36,120 $463K <0.01% +798 Timeline XISE 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: 15,269 shares; 2024Q4: 16,684 shares; 2025Q1: 16,469 shares; 2025Q2: 17,755 shares; 2025Q3: 17,755 shares; 2025Q4: 16,019 shares; 2026Q1: 15,459 shares 15,459 $463K <0.01% -560 Timeline FLEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,328 shares 14,328 $463K <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 10,227 shares; 2025Q1: 12,872 shares; 2025Q2: 11,321 shares; 2025Q3: 11,404 shares; 2025Q4: 29,328 shares; 2026Q1: 26,842 shares 26,842 $462K <0.01% -2,486 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 6,248 shares; 2025Q1: 6,738 shares; 2025Q2: 8,322 shares; 2025Q3: 6,597 shares; 2025Q4: 6,973 shares; 2026Q1: 7,078 shares 7,078 $462K <0.01% +105 Timeline ALNT ALLIENT INC More: the full row for ALLIENT 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: 7,182 shares; 2026Q1: 7,820 shares 7,820 $462K <0.01% +638 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,975 shares; 2024Q4: 57,533 shares; 2025Q1: 59,300 shares; 2025Q2: 74,350 shares; 2025Q3: 78,542 shares; 2025Q4: 89,116 shares; 2026Q1: 82,149 shares 82,149 $461K <0.01% -6,967 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,011 shares; 2025Q1: 4,972 shares; 2025Q2: 5,002 shares; 2025Q3: 5,258 shares; 2025Q4: 5,123 shares; 2026Q1: 5,086 shares 5,086 $461K <0.01% -37 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 21,629 shares; 2025Q1: 22,626 shares; 2025Q2: 23,926 shares; 2025Q3: 24,141 shares; 2025Q4: 22,073 shares; 2026Q1: 25,489 shares 25,489 $461K <0.01% +3,416 Timeline SCHJ 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: 64,665 shares; 2024Q4: 47,187 shares; 2025Q1: 68,197 shares; 2025Q2: 62,613 shares; 2025Q3: 66,326 shares; 2025Q4: 59,866 shares; 2026Q1: 18,607 shares 18,607 $460K <0.01% -41,259 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,681 shares; 2026Q1: 5,438 shares 5,438 $460K <0.01% +1,757 Timeline CNRG 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: 6,002 shares; 2024Q4: 5,716 shares; 2025Q1: 5,848 shares; 2025Q2: 5,752 shares; 2025Q3: 5,613 shares; 2025Q4: 5,687 shares; 2026Q1: 5,083 shares 5,083 $459K <0.01% -604 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to 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: 15,330 shares; 2026Q1: 15,395 shares 15,395 $458K <0.01% +65 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,729 shares; 2026Q1: 2,712 shares 2,712 $458K <0.01% -17 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,064 shares; 2024Q4: 119,353 shares; 2025Q1: 188,530 shares; 2025Q2: 132,075 shares; 2025Q3: 152,101 shares; 2025Q4: 106,002 shares; 2026Q1: 101,221 shares 101,221 $458K <0.01% -4,781 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,069 shares; 2024Q4: 12,596 shares; 2025Q1: 11,777 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,557 shares 43,557 $458K <0.01% new Timeline CPBI CENTRAL PLAINS BANCSHARES IN More: the full row for CENTRAL PLAINS BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 23,903 shares; 2025Q1: 23,903 shares; 2025Q2: 24,703 shares; 2025Q3: 24,810 shares; 2025Q4: 25,930 shares; 2026Q1: 26,731 shares 26,731 $457K <0.01% +801 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 562 shares; 2025Q3: 719 shares; 2025Q4: 2,963 shares; 2026Q1: 4,617 shares 4,617 $455K <0.01% +1,654 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 20,707 shares; 2025Q1: 14,816 shares; 2025Q2: 14,269 shares; 2025Q3: 14,401 shares; 2025Q4: 9,957 shares; 2026Q1: 9,904 shares 9,904 $455K <0.01% -53 Timeline HOLA 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: 4,689 shares; 2025Q4: 5,015 shares; 2026Q1: 8,659 shares 8,659 $455K <0.01% +3,644 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 12,369 shares; 2025Q1: 13,744 shares; 2025Q2: 13,665 shares; 2025Q3: 6,416 shares; 2025Q4: 6,317 shares; 2026Q1: 6,318 shares 6,318 $454K <0.01% +1 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,090 shares; 2024Q4: 29,731 shares; 2025Q1: 10,168 shares; 2025Q2: 12,750 shares; 2025Q3: 11,876 shares; 2025Q4: 49,984 shares; 2026Q1: 65,835 shares 65,835 $454K <0.01% +15,851 Timeline JHPI 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: 16,975 shares; 2025Q2: 17,975 shares; 2025Q3: 19,086 shares; 2025Q4: 19,103 shares; 2026Q1: 20,124 shares 20,124 $454K <0.01% +1,021 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,538 shares; 2025Q1: 2,547 shares; 2025Q2: 2,812 shares; 2025Q3: 3,134 shares; 2025Q4: 3,263 shares; 2026Q1: 2,614 shares 2,614 $451K <0.01% -649 Timeline CPRJ 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: 142,563 shares; 2024Q4: 132,799 shares; 2025Q1: 132,848 shares; 2025Q2: 120,676 shares; 2025Q3: 43,181 shares; 2025Q4: 17,966 shares; 2026Q1: 16,747 shares 16,747 $451K <0.01% -1,219 Timeline PBD 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: 31,659 shares; 2026Q1: 25,177 shares 25,177 $451K <0.01% -6,482 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,104 shares; 2026Q1: 17,845 shares 17,845 $451K <0.01% +3,741 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,158 shares 12,158 $450K <0.01% new Timeline TPG TPG INC More: the full row for TPG 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: 9,490 shares; 2025Q3: 10,974 shares; 2025Q4: 11,252 shares; 2026Q1: 11,098 shares 11,098 $450K <0.01% -154 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,366 shares; 2024Q4: 43,465 shares; 2025Q1: 33,239 shares; 2025Q2: 33,281 shares; 2025Q3: 42,165 shares; 2025Q4: 42,678 shares; 2026Q1: 40,797 shares 40,797 $450K <0.01% -1,881 Timeline KFEB 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: 17,987 shares; 2025Q2: 18,822 shares; 2025Q3: 16,403 shares; 2025Q4: 13,165 shares; 2026Q1: 16,033 shares 16,033 $450K <0.01% +2,868 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,894 shares; 2024Q4: 22,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,669 shares; 2025Q4: 7,924 shares; 2026Q1: 11,093 shares 11,093 $450K <0.01% +3,169 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,227 shares; 2026Q1: 14,938 shares 14,938 $450K <0.01% +7,711 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,670 shares; 2024Q4: 9,214 shares; 2025Q1: 8,973 shares; 2025Q2: 8,958 shares; 2025Q3: 8,959 shares; 2025Q4: 8,893 shares; 2026Q1: 8,897 shares 8,897 $448K <0.01% +4 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 963 shares; 2025Q1: 703 shares; 2025Q2: 629 shares; 2025Q3: 815 shares; 2025Q4: 814 shares; 2026Q1: 740 shares 740 $448K <0.01% -74 Timeline FLBR 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: 12,359 shares; 2024Q4: 13,525 shares; 2025Q1: 14,207 shares; 2025Q2: 43,062 shares; 2025Q3: 43,166 shares; 2025Q4: 16,226 shares; 2026Q1: 18,739 shares 18,739 $448K <0.01% +2,513 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,899 shares 3,899 $447K <0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 944 shares; 2025Q1: 842 shares; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 2,126 shares; 2026Q1: 1,370 shares 1,370 $446K <0.01% -756 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 3,337 shares; 2025Q3: 3,887 shares; 2025Q4: 4,200 shares; 2026Q1: 6,027 shares 6,027 $446K <0.01% +1,827 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,835 shares; 2026Q1: 13,780 shares 13,780 $446K <0.01% +6,945 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 3,391 shares; 2026Q1: 2,719 shares 2,719 $445K <0.01% -672 Timeline FFOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,004 shares; 2025Q3: 10,644 shares; 2025Q4: 10,687 shares; 2026Q1: 10,839 shares 10,839 $445K <0.01% +152 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 14,025 shares; 2025Q1: 3,043 shares; 2025Q2: 2,890 shares; 2025Q3: 2,891 shares; 2025Q4: 2,720 shares; 2026Q1: 2,886 shares 2,886 $444K <0.01% +166 Timeline SHYD 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: 28,159 shares; 2024Q4: 24,757 shares; 2025Q1: 24,181 shares; 2025Q2: 30,018 shares; 2025Q3: 16,119 shares; 2025Q4: 17,930 shares; 2026Q1: 19,583 shares 19,583 $444K <0.01% +1,653 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,507 shares; 2024Q4: 50,502 shares; 2025Q1: 50,219 shares; 2025Q2: 38,411 shares; 2025Q3: 38,924 shares; 2025Q4: 39,642 shares; 2026Q1: 39,192 shares 39,192 $443K <0.01% -450 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,356 shares; 2024Q4: 55,039 shares; 2025Q1: 55,039 shares; 2025Q2: 51,367 shares; 2025Q3: 53,331 shares; 2025Q4: 55,905 shares; 2026Q1: 53,851 shares 53,851 $443K <0.01% -2,054 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,421 shares; 2024Q4: 86,347 shares; 2025Q1: 85,716 shares; 2025Q2: 176,604 shares; 2025Q3: 178,389 shares; 2025Q4: 181,587 shares; 2026Q1: 178,483 shares 178,483 $441K <0.01% -3,104 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,711 shares; 2024Q4: 6,972 shares; 2025Q1: 7,016 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 7,382 shares; 2026Q1: 7,539 shares 7,539 $441K <0.01% +157 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 22,016 shares; 2025Q1: 12,605 shares; 2025Q2: 11,825 shares; 2025Q3: 12,021 shares; 2025Q4: 12,388 shares; 2026Q1: 12,400 shares 12,400 $440K <0.01% +12 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 11,323 shares; 2025Q1: 11,323 shares; 2025Q2: 11,323 shares; 2025Q3: 11,323 shares; 2025Q4: 11,326 shares; 2026Q1: 11,330 shares 11,330 $440K <0.01% +4 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,442 shares; 2024Q4: 45,787 shares; 2025Q1: 46,673 shares; 2025Q2: 68,075 shares; 2025Q3: 61,485 shares; 2025Q4: 59,325 shares; 2026Q1: 59,592 shares 59,592 $440K <0.01% +267 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 13,118 shares; 2025Q1: 18,188 shares; 2025Q2: 10,319 shares; 2025Q3: 10,979 shares; 2025Q4: 11,906 shares; 2026Q1: 11,600 shares 11,600 $439K <0.01% -306 Timeline JFLX 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: 5,731 shares; 2025Q4: 8,069 shares; 2026Q1: 8,847 shares 8,847 $439K <0.01% +778 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,764 shares; 2025Q4: 12,107 shares; 2026Q1: 9,345 shares 9,345 $438K <0.01% -2,762 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,288 shares; 2024Q4: 28,988 shares; 2025Q1: 28,988 shares; 2025Q2: 37,388 shares; 2025Q3: 37,888 shares; 2025Q4: 42,468 shares; 2026Q1: 42,530 shares 42,530 $438K <0.01% +62 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,372 shares; 2025Q1: 1,241 shares; 2025Q2: 1,362 shares; 2025Q3: 1,699 shares; 2025Q4: 1,299 shares; 2026Q1: 1,505 shares 1,505 $437K <0.01% +206 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,385 shares; 2024Q4: 86,898 shares; 2025Q1: 99,315 shares; 2025Q2: 89,174 shares; 2025Q3: 89,179 shares; 2025Q4: 83,920 shares; 2026Q1: 51,370 shares 51,370 $437K <0.01% -32,550 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,533 shares; 2025Q1: 8,793 shares; 2025Q2: 21,273 shares; 2025Q3: 11,270 shares; 2025Q4: 13,944 shares; 2026Q1: 11,140 shares 11,140 $437K <0.01% -2,804 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,398 shares; 2024Q4: 15,655 shares; 2025Q1: 22,741 shares; 2025Q2: 23,102 shares; 2025Q3: 26,315 shares; 2025Q4: 24,330 shares; 2026Q1: 34,346 shares 34,346 $436K <0.01% +10,016 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 12,296 shares; 2026Q1: 22,745 shares 22,745 $436K <0.01% +10,449 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,109 shares; 2024Q4: 472,049 shares; 2025Q1: 499,202 shares; 2025Q2: 141,340 shares; 2025Q3: 111,454 shares; 2025Q4: 87,762 shares; 2026Q1: 56,496 shares 56,496 $436K <0.01% -31,266 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 14,858 shares; 2025Q1: 14,548 shares; 2025Q2: 13,234 shares; 2025Q3: 11,023 shares; 2025Q4: 9,502 shares; 2026Q1: 4,729 shares 4,729 $436K <0.01% -4,773 Timeline EGAN EGAIN CORP More: the full row for EGAIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,001 shares; 2026Q1: 55,224 shares 55,224 $436K <0.01% -39,777 Timeline GEMI GEMINI SPACE STA INC More: the full row for GEMINI SPACE STA 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: 10,108 shares; 2025Q4: 77,783 shares; 2026Q1: 98,733 shares 98,733 $436K <0.01% +20,950 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,133 shares; 2025Q4: 13,120 shares; 2026Q1: 13,096 shares 13,096 $435K <0.01% -24 Timeline HYFI 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: 8,783 shares; 2024Q4: 9,420 shares; 2025Q1: 9,500 shares; 2025Q2: 11,525 shares; 2025Q3: 12,400 shares; 2025Q4: 11,921 shares; 2026Q1: 11,688 shares 11,688 $435K <0.01% -233 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,881 shares; 2024Q4: 284,606 shares; 2025Q1: 303,305 shares; 2025Q2: 295,657 shares; 2025Q3: 23,865 shares; 2025Q4: 23,556 shares; 2026Q1: 15,820 shares 15,820 $435K <0.01% -7,736 Timeline PSH 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: 8,267 shares; 2025Q4: 8,457 shares; 2026Q1: 8,760 shares 8,760 $434K <0.01% +303 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,471 shares; 2025Q1: 6,202 shares; 2025Q2: 6,945 shares; 2025Q3: 7,656 shares; 2025Q4: 7,468 shares; 2026Q1: 7,005 shares 7,005 $433K <0.01% -463 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,613 shares; 2026Q1: 5,586 shares 5,586 $433K <0.01% -27 Timeline EPP 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: 148,537 shares; 2024Q4: 132,144 shares; 2025Q1: 36,570 shares; 2025Q2: 10,246 shares; 2025Q3: 7,543 shares; 2025Q4: 7,313 shares; 2026Q1: 8,126 shares 8,126 $432K <0.01% +813 Timeline TMVE THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,720 shares; 2026Q1: 27,545 shares 27,545 $432K <0.01% -1,175 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,938 shares; 2024Q4: 31,379 shares; 2025Q1: 26,547 shares; 2025Q2: 26,462 shares; 2025Q3: 27,059 shares; 2025Q4: 11,061 shares; 2026Q1: 10,948 shares 10,948 $431K <0.01% -113 Timeline IPAY 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: 20,162 shares; 2024Q4: 19,301 shares; 2025Q1: 19,576 shares; 2025Q2: 19,435 shares; 2025Q3: 19,777 shares; 2025Q4: 16,228 shares; 2026Q1: 10,062 shares 10,062 $431K <0.01% -6,166 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,609 shares; 2024Q4: 24,995 shares; 2025Q1: 26,869 shares; 2025Q2: 35,175 shares; 2025Q3: 35,597 shares; 2025Q4: 36,346 shares; 2026Q1: 40,757 shares 40,757 $428K <0.01% +4,411 Timeline PZT 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: 17,747 shares; 2025Q4: 18,573 shares; 2026Q1: 19,375 shares 19,375 $428K <0.01% +802 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,363 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 13,460 shares; 2025Q4: 13,530 shares; 2026Q1: 13,530 shares 13,530 $428K <0.01% 0 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,861 shares; 2025Q1: not reported; 2025Q2: 41,993 shares; 2025Q3: 64,304 shares; 2025Q4: 39,108 shares; 2026Q1: 34,656 shares 34,656 $427K <0.01% -4,452 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 1,947 shares; 2025Q1: 1,885 shares; 2025Q2: 1,445 shares; 2025Q3: 1,753 shares; 2025Q4: 1,529 shares; 2026Q1: 1,703 shares 1,703 $427K <0.01% +174 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 15,604 shares; 2025Q1: 14,614 shares; 2025Q2: 12,913 shares; 2025Q3: 12,992 shares; 2025Q4: 11,515 shares; 2026Q1: 10,920 shares 10,920 $426K <0.01% -595 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 8,645 shares; 2025Q1: 15,951 shares; 2025Q2: 14,441 shares; 2025Q3: 8,645 shares; 2025Q4: 8,727 shares; 2026Q1: 9,132 shares 9,132 $426K <0.01% +405 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,040 shares 27,040 $426K <0.01% new Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,944 shares; 2025Q2: 11,949 shares; 2025Q3: 9,146 shares; 2025Q4: 8,299 shares; 2026Q1: 11,456 shares 11,456 $426K <0.01% +3,157 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 7,279 shares; 2026Q1: 10,521 shares 10,521 $425K <0.01% +3,242 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,340 shares; 2024Q4: 27,890 shares; 2025Q1: 27,890 shares; 2025Q2: 27,899 shares; 2025Q3: 29,027 shares; 2025Q4: 29,018 shares; 2026Q1: 29,018 shares 29,018 $424K <0.01% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES 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: 12,705 shares; 2026Q1: 12,647 shares 12,647 $424K <0.01% -58 Timeline QQWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,643 shares; 2025Q4: 13,525 shares; 2026Q1: 16,099 shares 16,099 $424K <0.01% +2,574 Timeline RWM 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: 73,736 shares; 2024Q4: 72,656 shares; 2025Q1: 79,337 shares; 2025Q2: 35,411 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,117 shares 26,117 $424K <0.01% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 24,257 shares; 2025Q1: 23,067 shares; 2025Q2: 19,236 shares; 2025Q3: 19,449 shares; 2025Q4: 19,983 shares; 2026Q1: 12,470 shares 12,470 $422K <0.01% -7,513 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,413 shares; 2024Q4: 39,427 shares; 2025Q1: 14,227 shares; 2025Q2: 8,103 shares; 2025Q3: 7,982 shares; 2025Q4: 19,328 shares; 2026Q1: 14,552 shares 14,552 $422K <0.01% -4,776 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,816 shares; 2026Q1: 1,592 shares 1,592 $422K <0.01% -224 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,828 shares; 2026Q1: 5,468 shares 5,468 $422K <0.01% +640 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 3,460 shares 3,460 $422K <0.01% +285 Timeline MSML 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: 8,609 shares; 2024Q4: 7,922 shares; 2025Q1: 7,975 shares; 2025Q2: 8,765 shares; 2025Q3: 8,111 shares; 2025Q4: 6,201 shares; 2026Q1: 6,478 shares 6,478 $422K <0.01% +277 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 24,242 shares; 2025Q1: 24,382 shares; 2025Q2: 22,610 shares; 2025Q3: 22,704 shares; 2025Q4: 22,234 shares; 2026Q1: 22,270 shares 22,270 $421K <0.01% +36 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,454 shares; 2024Q4: 45,397 shares; 2025Q1: 42,833 shares; 2025Q2: 42,755 shares; 2025Q3: 38,541 shares; 2025Q4: 34,574 shares; 2026Q1: 31,865 shares 31,865 $420K <0.01% -2,709 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares; 2025Q4: 8,078 shares; 2026Q1: 10,879 shares 10,879 $420K <0.01% +2,801 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,562 shares; 2024Q4: 100,129 shares; 2025Q1: 91,497 shares; 2025Q2: 91,353 shares; 2025Q3: 91,226 shares; 2025Q4: 90,801 shares; 2026Q1: 118,412 shares 118,412 $420K <0.01% +27,611 Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,973 shares; 2025Q4: 86,954 shares; 2026Q1: 57,482 shares 57,482 $420K <0.01% -29,472 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,772 shares; 2024Q4: 30,563 shares; 2025Q1: 26,922 shares; 2025Q2: 26,890 shares; 2025Q3: 26,757 shares; 2025Q4: 27,363 shares; 2026Q1: 25,333 shares 25,333 $420K <0.01% -2,030 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,784 shares; 2025Q1: 4,263 shares; 2025Q2: 5,807 shares; 2025Q3: 5,808 shares; 2025Q4: 6,919 shares; 2026Q1: 6,320 shares 6,320 $419K <0.01% -599 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,391 shares; 2025Q4: 19,947 shares; 2026Q1: 18,557 shares 18,557 $419K <0.01% -1,390 Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,974 shares 8,974 $419K <0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,630 shares; 2025Q3: 4,620 shares; 2025Q4: 4,755 shares; 2026Q1: 4,875 shares 4,875 $418K <0.01% +120 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,794 shares; 2025Q1: 1,691 shares; 2025Q2: 1,938 shares; 2025Q3: 1,782 shares; 2025Q4: 2,077 shares; 2026Q1: 2,619 shares 2,619 $418K <0.01% +542 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,267 shares; 2024Q4: 175,675 shares; 2025Q1: 175,447 shares; 2025Q2: 175,447 shares; 2025Q3: 201,399 shares; 2025Q4: 210,833 shares; 2026Q1: 214,108 shares 214,108 $418K <0.01% +3,275 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,176 shares; 2025Q2: 30,093 shares; 2025Q3: 29,091 shares; 2025Q4: 28,121 shares; 2026Q1: 28,006 shares 28,006 $417K <0.01% -115 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,907 shares; 2025Q1: 3,278 shares; 2025Q2: 3,150 shares; 2025Q3: 3,842 shares; 2025Q4: 4,019 shares; 2026Q1: 4,081 shares 4,081 $416K <0.01% +62 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: 38,666 shares; 2025Q4: 3,796 shares; 2026Q1: 5,154 shares 5,154 $416K <0.01% +1,358 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 3,214 shares; 2025Q3: 3,238 shares; 2025Q4: 549 shares; 2026Q1: 568 shares 568 $415K <0.01% +19 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,000 shares; 2025Q2: 40,000 shares; 2025Q3: 48,023 shares; 2025Q4: 56,031 shares; 2026Q1: 52,279 shares 52,279 $415K <0.01% -3,752 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,101 shares; 2024Q4: 61,776 shares; 2025Q1: 61,373 shares; 2025Q2: 61,267 shares; 2025Q3: 5,527 shares; 2025Q4: not reported; 2026Q1: 10,682 shares 10,682 $414K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,627 shares; 2025Q1: not reported; 2025Q2: 6,126 shares; 2025Q3: 8,442 shares; 2025Q4: 11,321 shares; 2026Q1: 9,043 shares 9,043 $414K <0.01% -2,278 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 10,913 shares; 2025Q1: 10,484 shares; 2025Q2: 13,179 shares; 2025Q3: 13,068 shares; 2025Q4: 11,475 shares; 2026Q1: 9,813 shares 9,813 $413K <0.01% -1,662 Timeline MGOV 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: 99,537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,432 shares; 2025Q4: 17,039 shares; 2026Q1: 20,301 shares 20,301 $412K <0.01% +3,262 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,258 shares; 2024Q4: 12,234 shares; 2025Q1: 12,382 shares; 2025Q2: 13,899 shares; 2025Q3: 21,229 shares; 2025Q4: 23,887 shares; 2026Q1: 26,461 shares 26,461 $411K <0.01% +2,574 Timeline BSCY 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: 11,081 shares; 2025Q3: 10,479 shares; 2025Q4: 12,661 shares; 2026Q1: 19,874 shares 19,874 $411K <0.01% +7,213 Timeline IONR IONEER LTD More: the full row for IONEER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,547 shares 96,547 $411K <0.01% new Timeline KAUG 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: 21,717 shares; 2024Q4: 21,667 shares; 2025Q1: 13,485 shares; 2025Q2: 11,418 shares; 2025Q3: 17,792 shares; 2025Q4: 18,070 shares; 2026Q1: 15,333 shares 15,333 $411K <0.01% -2,737 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,180 shares; 2025Q1: 3,181 shares; 2025Q2: 9,776 shares; 2025Q3: 3,147 shares; 2025Q4: 3,479 shares; 2026Q1: 4,039 shares 4,039 $410K <0.01% +560 Timeline IBTK 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: 16,764 shares; 2025Q2: 11,958 shares; 2025Q3: 15,567 shares; 2025Q4: 16,070 shares; 2026Q1: 20,750 shares 20,750 $409K <0.01% +4,680 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 47,085 shares; 2025Q1: 49,336 shares; 2025Q2: 49,258 shares; 2025Q3: 49,559 shares; 2025Q4: 42,279 shares; 2026Q1: 41,748 shares 41,748 $408K <0.01% -531 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,687 shares; 2025Q4: not reported; 2026Q1: 3,482 shares 3,482 $408K <0.01% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 6,927 shares; 2025Q1: 7,916 shares; 2025Q2: 7,881 shares; 2025Q3: 6,940 shares; 2025Q4: 8,566 shares; 2026Q1: 11,239 shares 11,239 $408K <0.01% +2,673 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,156 shares 9,156 $407K <0.01% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 23,264 shares; 2025Q1: 22,234 shares; 2025Q2: 22,235 shares; 2025Q3: 22,235 shares; 2025Q4: 22,236 shares; 2026Q1: 20,008 shares 20,008 $407K <0.01% -2,228 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,416 shares 11,416 $407K <0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 18,966 shares; 2025Q2: 41,649 shares; 2025Q3: 72,172 shares; 2025Q4: 57,666 shares; 2026Q1: 48,146 shares 48,146 $406K <0.01% -9,520 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,197 shares; 2024Q4: 52,244 shares; 2025Q1: 49,686 shares; 2025Q2: 51,013 shares; 2025Q3: 48,270 shares; 2025Q4: 42,805 shares; 2026Q1: 42,605 shares 42,605 $406K <0.01% -200 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 6,405 shares; 2025Q1: not reported; 2025Q2: 5,645 shares; 2025Q3: 6,668 shares; 2025Q4: 10,659 shares; 2026Q1: 10,614 shares 10,614 $406K <0.01% -45 Timeline NFEB 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: 8,749 shares; 2025Q2: 8,834 shares; 2025Q3: 8,699 shares; 2025Q4: 8,699 shares; 2026Q1: 14,793 shares 14,793 $405K <0.01% +6,094 Timeline GNR 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: 12,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,411 shares; 2026Q1: 5,406 shares 5,406 $404K <0.01% +995 Timeline