FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,595 shares; 2025Q1: 8,575 shares; 2025Q2: 8,318 shares; 2025Q3: 9,953 shares; 2025Q4: 16,646 shares; 2026Q1: 15,969 shares 15,969 $404K <0.01% -677 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,300 shares; 2024Q4: 557,056 shares; 2025Q1: 536,356 shares; 2025Q2: 104,138 shares; 2025Q3: 105,709 shares; 2025Q4: 107,250 shares; 2026Q1: 108,795 shares 108,795 $404K <0.01% +1,545 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 9,453 shares 9,453 $403K <0.01% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,608 shares; 2024Q4: 9,284 shares; 2025Q1: 12,635 shares; 2025Q2: 14,091 shares; 2025Q3: 21,509 shares; 2025Q4: 24,182 shares; 2026Q1: 16,560 shares 16,560 $403K <0.01% -7,622 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,499 shares; 2025Q3: 9,099 shares; 2025Q4: 11,010 shares; 2026Q1: 13,272 shares 13,272 $402K <0.01% +2,262 Timeline SPFF 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: 33,212 shares; 2024Q4: 33,908 shares; 2025Q1: 28,959 shares; 2025Q2: 29,574 shares; 2025Q3: 27,686 shares; 2025Q4: 44,019 shares; 2026Q1: 45,112 shares 45,112 $401K <0.01% +1,093 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,748 shares; 2025Q3: not reported; 2025Q4: 4,968 shares; 2026Q1: 5,488 shares 5,488 $400K <0.01% +520 Timeline ALTL 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: 25,151 shares; 2024Q4: 20,294 shares; 2025Q1: 16,844 shares; 2025Q2: 15,241 shares; 2025Q3: 12,390 shares; 2025Q4: 10,952 shares; 2026Q1: 9,106 shares 9,106 $400K <0.01% -1,846 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 6,012 shares; 2025Q4: 6,122 shares; 2026Q1: 8,850 shares 8,850 $399K <0.01% +2,728 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 20,748 shares; 2025Q1: 20,648 shares; 2025Q2: 20,471 shares; 2025Q3: 34,464 shares; 2025Q4: 24,750 shares; 2026Q1: 23,519 shares 23,519 $399K <0.01% -1,231 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 24,681 shares; 2026Q1: 27,498 shares 27,498 $398K <0.01% +2,817 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL 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: 22,195 shares; 2025Q4: not reported; 2026Q1: 6,633 shares 6,633 $397K <0.01% new Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,204 shares; 2026Q1: 13,589 shares 13,589 $397K <0.01% +1,385 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 7,790 shares; 2025Q1: 7,792 shares; 2025Q2: 8,062 shares; 2025Q3: 7,492 shares; 2025Q4: 5,927 shares; 2026Q1: 6,760 shares 6,760 $397K <0.01% +833 Timeline IDOG 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: 16,107 shares; 2024Q4: 13,923 shares; 2025Q1: 10,154 shares; 2025Q2: 9,668 shares; 2025Q3: 9,773 shares; 2025Q4: 8,915 shares; 2026Q1: 9,528 shares 9,528 $397K <0.01% +613 Timeline FFTY 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: 21,310 shares; 2024Q4: 30,196 shares; 2025Q1: 13,913 shares; 2025Q2: 13,657 shares; 2025Q3: 13,643 shares; 2025Q4: 12,304 shares; 2026Q1: 11,891 shares 11,891 $397K <0.01% -413 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,957 shares; 2025Q1: 2,617 shares; 2025Q2: 1,944 shares; 2025Q3: 1,610 shares; 2025Q4: 1,323 shares; 2026Q1: 1,211 shares 1,211 $396K <0.01% -112 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 17,386 shares; 2025Q1: 18,581 shares; 2025Q2: 13,596 shares; 2025Q3: 6,800 shares; 2025Q4: 7,752 shares; 2026Q1: 5,522 shares 5,522 $396K <0.01% -2,230 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 2,736 shares; 2025Q1: 9,390 shares; 2025Q2: 7,699 shares; 2025Q3: 2,795 shares; 2025Q4: 2,460 shares; 2026Q1: 2,339 shares 2,339 $396K <0.01% -121 Timeline USSG 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: 4,808 shares; 2024Q4: 7,633 shares; 2025Q1: 7,745 shares; 2025Q2: 7,732 shares; 2025Q3: 7,668 shares; 2025Q4: 7,188 shares; 2026Q1: 6,635 shares 6,635 $396K <0.01% -553 Timeline FEPI 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: 16,346 shares; 2024Q4: 24,200 shares; 2025Q1: 25,343 shares; 2025Q2: 4,548 shares; 2025Q3: 6,446 shares; 2025Q4: 9,592 shares; 2026Q1: 9,975 shares 9,975 $396K <0.01% +383 Timeline LVDS 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: 12,323 shares; 2025Q4: 8,963 shares; 2026Q1: 7,844 shares 7,844 $396K <0.01% -1,119 Timeline DDTL 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: 13,092 shares; 2025Q4: 15,677 shares; 2026Q1: 19,145 shares 19,145 $396K <0.01% +3,468 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,047 shares; 2024Q4: 50,627 shares; 2025Q1: 49,089 shares; 2025Q2: 463,758 shares; 2025Q3: 448,028 shares; 2025Q4: 445,728 shares; 2026Q1: 238,599 shares 238,599 $396K <0.01% -207,129 Timeline DEED 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: 17,567 shares; 2024Q4: 18,280 shares; 2025Q1: 19,098 shares; 2025Q2: 19,948 shares; 2025Q3: 20,466 shares; 2025Q4: 18,386 shares; 2026Q1: 18,571 shares 18,571 $396K <0.01% +185 Timeline STXT 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: 424,790 shares; 2024Q4: 431,123 shares; 2025Q1: 439,581 shares; 2025Q2: 70,212 shares; 2025Q3: 23,587 shares; 2025Q4: 23,106 shares; 2026Q1: 19,868 shares 19,868 $396K <0.01% -3,238 Timeline ISCG 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: 27,781 shares; 2024Q4: 11,593 shares; 2025Q1: 11,409 shares; 2025Q2: 11,149 shares; 2025Q3: 10,065 shares; 2025Q4: 9,526 shares; 2026Q1: 7,185 shares 7,185 $394K <0.01% -2,341 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly 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: 10,627 shares 10,627 $394K <0.01% new Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 43,165 shares 43,165 $394K <0.01% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,939 shares; 2024Q4: 16,165 shares; 2025Q1: 16,208 shares; 2025Q2: 14,717 shares; 2025Q3: 13,666 shares; 2025Q4: 13,191 shares; 2026Q1: 14,420 shares 14,420 $394K <0.01% +1,229 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,584 shares; 2025Q2: 13,978 shares; 2025Q3: 15,072 shares; 2025Q4: 22,443 shares; 2026Q1: 23,354 shares 23,354 $390K <0.01% +911 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,893 shares 12,893 $390K <0.01% new Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,494 shares; 2024Q4: 20,508 shares; 2025Q1: 20,508 shares; 2025Q2: 39,062 shares; 2025Q3: 37,481 shares; 2025Q4: 37,307 shares; 2026Q1: 36,301 shares 36,301 $390K <0.01% -1,006 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,290 shares; 2024Q4: 22,290 shares; 2025Q1: 13,430 shares; 2025Q2: not reported; 2025Q3: 13,476 shares; 2025Q4: 13,476 shares; 2026Q1: 13,476 shares 13,476 $390K <0.01% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 6,117 shares; 2025Q3: 10,158 shares; 2025Q4: 12,934 shares; 2026Q1: 10,788 shares 10,788 $389K <0.01% -2,146 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 13,838 shares; 2025Q1: 14,234 shares; 2025Q2: 18,302 shares; 2025Q3: 8,844 shares; 2025Q4: 8,378 shares; 2026Q1: 7,126 shares 7,126 $388K <0.01% -1,252 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,424 shares; 2025Q1: 2,894 shares; 2025Q2: 3,816 shares; 2025Q3: 6,735 shares; 2025Q4: 5,352 shares; 2026Q1: 5,423 shares 5,423 $388K <0.01% +71 Timeline MG MISTRAS GROUP INC More: the full row for MISTRAS 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: 22,999 shares; 2026Q1: 26,221 shares 26,221 $388K <0.01% +3,222 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,127 shares; 2024Q4: 29,542 shares; 2025Q1: 30,510 shares; 2025Q2: 30,376 shares; 2025Q3: 32,774 shares; 2025Q4: 34,604 shares; 2026Q1: 32,641 shares 32,641 $388K <0.01% -1,963 Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS 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: 34,353 shares 34,353 $388K <0.01% new Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 14,455 shares; 2026Q1: 15,218 shares 15,218 $388K <0.01% +763 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 21,303 shares; 2025Q1: 20,762 shares; 2025Q2: 15,950 shares; 2025Q3: 13,831 shares; 2025Q4: 12,708 shares; 2026Q1: 13,426 shares 13,426 $387K <0.01% +718 Timeline IBTO 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: 9,244 shares; 2025Q2: 13,496 shares; 2025Q3: 13,057 shares; 2025Q4: 14,037 shares; 2026Q1: 15,861 shares 15,861 $387K <0.01% +1,824 Timeline PMFB 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: 10,500 shares; 2026Q1: 14,600 shares 14,600 $387K <0.01% +4,100 Timeline MLPI 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: not reported; 2026Q1: 6,842 shares 6,842 $387K <0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,389 shares; 2024Q4: 60,058 shares; 2025Q1: 57,981 shares; 2025Q2: 59,845 shares; 2025Q3: 57,536 shares; 2025Q4: 40,981 shares; 2026Q1: 35,843 shares 35,843 $385K <0.01% -5,138 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,586 shares; 2024Q4: 37,901 shares; 2025Q1: 37,363 shares; 2025Q2: 26,577 shares; 2025Q3: 26,572 shares; 2025Q4: 26,701 shares; 2026Q1: 26,701 shares 26,701 $385K <0.01% 0 Timeline MINN 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: 13,248 shares; 2024Q4: 16,398 shares; 2025Q1: 18,898 shares; 2025Q2: 17,548 shares; 2025Q3: 16,807 shares; 2025Q4: 16,393 shares; 2026Q1: 17,393 shares 17,393 $385K <0.01% +1,000 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 33,210 shares; 2025Q1: 34,830 shares; 2025Q2: 34,830 shares; 2025Q3: 34,830 shares; 2025Q4: 27,492 shares; 2026Q1: 25,991 shares 25,991 $384K <0.01% -1,501 Timeline FMET 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: 45,437 shares; 2025Q3: 45,044 shares; 2025Q4: 12,565 shares; 2026Q1: 12,220 shares 12,220 $384K <0.01% -345 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,777 shares; 2025Q2: 9,710 shares; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 1,166 shares 1,166 $383K <0.01% +109 Timeline PXE 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: 27,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,781 shares 9,781 $383K <0.01% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,708 shares; 2024Q4: 23,838 shares; 2025Q1: 21,414 shares; 2025Q2: 26,285 shares; 2025Q3: 26,790 shares; 2025Q4: 27,550 shares; 2026Q1: 37,193 shares 37,193 $382K <0.01% +9,643 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 10,574 shares; 2025Q1: 10,672 shares; 2025Q2: 10,774 shares; 2025Q3: 10,868 shares; 2025Q4: 10,980 shares; 2026Q1: 11,304 shares 11,304 $382K <0.01% +324 Timeline TJAN 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: 14,568 shares; 2025Q2: 15,157 shares; 2025Q3: 15,157 shares; 2025Q4: 14,176 shares; 2026Q1: 14,101 shares 14,101 $382K <0.01% -75 Timeline OGIG 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: 11,740 shares; 2024Q4: 11,352 shares; 2025Q1: 11,070 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,823 shares; 2026Q1: 9,333 shares 9,333 $381K <0.01% -490 Timeline HYBX 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: 16,557 shares; 2025Q1: 16,181 shares; 2025Q2: 16,206 shares; 2025Q3: 13,824 shares; 2025Q4: 13,643 shares; 2026Q1: 12,854 shares 12,854 $381K <0.01% -789 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,547 shares; 2025Q3: 18,547 shares; 2025Q4: 18,547 shares; 2026Q1: 10,067 shares 10,067 $380K <0.01% -8,480 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,999 shares; 2024Q4: 37,462 shares; 2025Q1: 43,102 shares; 2025Q2: 33,215 shares; 2025Q3: 21,296 shares; 2025Q4: 18,142 shares; 2026Q1: 16,544 shares 16,544 $380K <0.01% -1,598 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 13,939 shares; 2025Q1: 12,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,676 shares 35,676 $379K <0.01% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,191 shares; 2024Q4: 24,209 shares; 2025Q1: 19,943 shares; 2025Q2: 13,212 shares; 2025Q3: 10,638 shares; 2025Q4: 17,781 shares; 2026Q1: 12,046 shares 12,046 $379K <0.01% -5,735 Timeline FLCH 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: 14,480 shares; 2024Q4: 12,929 shares; 2025Q1: 12,656 shares; 2025Q2: 14,756 shares; 2025Q3: 14,921 shares; 2025Q4: 15,457 shares; 2026Q1: 16,908 shares 16,908 $379K <0.01% +1,451 Timeline AJUL 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: 12,784 shares; 2024Q4: 12,784 shares; 2025Q1: 11,984 shares; 2025Q2: 12,884 shares; 2025Q3: 13,063 shares; 2025Q4: 13,063 shares; 2026Q1: 13,063 shares 13,063 $379K <0.01% 0 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,272 shares; 2025Q4: 9,272 shares; 2026Q1: 9,272 shares 9,272 $379K <0.01% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,669 shares; 2024Q4: 25,242 shares; 2025Q1: 10,818 shares; 2025Q2: not reported; 2025Q3: 8,802 shares; 2025Q4: 8,800 shares; 2026Q1: 8,330 shares 8,330 $378K <0.01% -470 Timeline VMET VERSAMET ROYALTIES CORP More: the full row for VERSAMET ROYALTIES 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: 39,931 shares 39,931 $378K <0.01% new Timeline VTEI 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: 2,226 shares; 2025Q4: 3,776 shares; 2026Q1: 3,776 shares 3,776 $377K <0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 8,522 shares; 2025Q1: 8,524 shares; 2025Q2: 8,136 shares; 2025Q3: 8,275 shares; 2025Q4: 7,691 shares; 2026Q1: 7,610 shares 7,610 $377K <0.01% -81 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares; 2026Q1: 3,290 shares 3,290 $376K <0.01% +30 Timeline EEMA 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: 3,552 shares; 2025Q4: 3,981 shares; 2026Q1: 3,930 shares 3,930 $376K <0.01% -51 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 8,877 shares; 2025Q1: 8,741 shares; 2025Q2: 7,326 shares; 2025Q3: 7,700 shares; 2025Q4: 7,821 shares; 2026Q1: 7,623 shares 7,623 $376K <0.01% -198 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,898 shares; 2024Q4: 19,148 shares; 2025Q1: 29,707 shares; 2025Q2: 32,157 shares; 2025Q3: 39,974 shares; 2025Q4: 33,812 shares; 2026Q1: 33,262 shares 33,262 $375K <0.01% -550 Timeline PPH 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: 44,213 shares; 2024Q4: 3,421 shares; 2025Q1: 3,389 shares; 2025Q2: 3,153 shares; 2025Q3: 3,374 shares; 2025Q4: 3,164 shares; 2026Q1: 3,608 shares 3,608 $375K <0.01% +444 Timeline OILK 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: 15,337 shares; 2025Q3: 5,574 shares; 2025Q4: not reported; 2026Q1: 6,910 shares 6,910 $374K <0.01% new Timeline XMPT 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: 15,029 shares; 2024Q4: 13,403 shares; 2025Q1: 12,415 shares; 2025Q2: 10,833 shares; 2025Q3: 10,276 shares; 2025Q4: 10,997 shares; 2026Q1: 17,388 shares 17,388 $374K <0.01% +6,391 Timeline ARMY 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: 14,753 shares 14,753 $374K <0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 25,880 shares; 2025Q1: 8,443 shares; 2025Q2: 21,457 shares; 2025Q3: 15,188 shares; 2025Q4: 7,614 shares; 2026Q1: 8,758 shares 8,758 $372K <0.01% +1,144 Timeline CQQQ 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: 5,495 shares; 2025Q2: 8,276 shares; 2025Q3: 9,280 shares; 2025Q4: 11,387 shares; 2026Q1: 8,077 shares 8,077 $372K <0.01% -3,310 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,715 shares; 2025Q1: 2,629 shares; 2025Q2: 3,793 shares; 2025Q3: 5,488 shares; 2025Q4: 4,596 shares; 2026Q1: 4,326 shares 4,326 $371K <0.01% -270 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 8,066 shares; 2025Q1: 7,935 shares; 2025Q2: 10,161 shares; 2025Q3: 25,707 shares; 2025Q4: 11,286 shares; 2026Q1: 11,338 shares 11,338 $371K <0.01% +52 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,999 shares; 2024Q4: 49,320 shares; 2025Q1: 57,580 shares; 2025Q2: 52,594 shares; 2025Q3: 51,683 shares; 2025Q4: 50,447 shares; 2026Q1: 37,587 shares 37,587 $371K <0.01% -12,860 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 4,697 shares 4,697 $371K <0.01% new Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,050 shares 32,050 $371K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 5,437 shares; 2025Q1: 7,504 shares; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,426 shares; 2026Q1: 1,958 shares 1,958 $370K <0.01% +532 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 13,610 shares; 2025Q1: 13,462 shares; 2025Q2: 8,362 shares; 2025Q3: 9,771 shares; 2025Q4: 8,488 shares; 2026Q1: 8,307 shares 8,307 $370K <0.01% -181 Timeline JHML 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: 9,158 shares; 2024Q4: 13,489 shares; 2025Q1: 11,507 shares; 2025Q2: 10,263 shares; 2025Q3: 9,907 shares; 2025Q4: 6,552 shares; 2026Q1: 4,724 shares 4,724 $370K <0.01% -1,828 Timeline XPAY ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 7,588 shares 7,588 $370K <0.01% new Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,717 shares; 2025Q1: 12,814 shares; 2025Q2: 21,131 shares; 2025Q3: 21,165 shares; 2025Q4: 20,725 shares; 2026Q1: 30,891 shares 30,891 $369K <0.01% +10,166 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,591 shares; 2026Q1: 1,601 shares 1,601 $368K <0.01% +10 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,227 shares; 2025Q1: not reported; 2025Q2: 6,497 shares; 2025Q3: 6,743 shares; 2025Q4: 6,773 shares; 2026Q1: 6,596 shares 6,596 $368K <0.01% -177 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,700 shares; 2024Q4: 56,700 shares; 2025Q1: 57,425 shares; 2025Q2: 62,550 shares; 2025Q3: 63,061 shares; 2025Q4: 65,211 shares; 2026Q1: 29,463 shares 29,463 $368K <0.01% -35,748 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 12,079 shares; 2025Q1: 14,182 shares; 2025Q2: 13,863 shares; 2025Q3: 13,222 shares; 2025Q4: 13,126 shares; 2026Q1: 11,408 shares 11,408 $368K <0.01% -1,718 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,349 shares; 2024Q4: 41,123 shares; 2025Q1: 40,828 shares; 2025Q2: 24,584 shares; 2025Q3: 44,372 shares; 2025Q4: 37,435 shares; 2026Q1: 28,987 shares 28,987 $367K <0.01% -8,448 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: 10,488 shares; 2025Q3: 10,877 shares; 2025Q4: 11,396 shares; 2026Q1: 23,003 shares 23,003 $366K <0.01% +11,607 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS 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: 16,545 shares; 2026Q1: 18,938 shares 18,938 $366K <0.01% +2,393 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP 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: not reported; 2026Q1: 5,551 shares 5,551 $366K <0.01% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 7,031 shares; 2025Q1: 6,876 shares; 2025Q2: 7,007 shares; 2025Q3: 7,050 shares; 2025Q4: 7,416 shares; 2026Q1: 5,653 shares 5,653 $365K <0.01% -1,763 Timeline GIGB 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: 8,855 shares; 2024Q4: 7,979 shares; 2025Q1: 7,760 shares; 2025Q2: 12,915 shares; 2025Q3: 10,645 shares; 2025Q4: 7,994 shares; 2026Q1: 7,965 shares 7,965 $365K <0.01% -29 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 10,223 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,302 shares 17,302 $365K <0.01% new Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,302 shares 8,302 $364K <0.01% new Timeline XITK 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: 2,769 shares; 2025Q1: 3,280 shares; 2025Q2: 3,179 shares; 2025Q3: 3,229 shares; 2025Q4: 2,554 shares; 2026Q1: 2,486 shares 2,486 $364K <0.01% -68 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,754 shares; 2025Q1: 1,791 shares; 2025Q2: 1,776 shares; 2025Q3: 1,791 shares; 2025Q4: 1,713 shares; 2026Q1: 1,445 shares 1,445 $363K <0.01% -268 Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 25,768 shares 25,768 $363K <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,698 shares; 2024Q4: 26,605 shares; 2025Q1: 24,114 shares; 2025Q2: 20,731 shares; 2025Q3: 19,882 shares; 2025Q4: 18,731 shares; 2026Q1: 19,185 shares 19,185 $362K <0.01% +454 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 2,000 shares; 2025Q4: 2,954 shares; 2026Q1: 2,695 shares 2,695 $362K <0.01% -259 Timeline STEX STREAMEX CORP More: the full row for STREAMEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,988 shares; 2025Q1: 266,435 shares; 2025Q2: 134,097 shares; 2025Q3: 301,383 shares; 2025Q4: 318,203 shares; 2026Q1: 320,144 shares 320,144 $362K <0.01% +1,941 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,350 shares; 2024Q4: 48,350 shares; 2025Q1: 52,100 shares; 2025Q2: 52,415 shares; 2025Q3: 57,100 shares; 2025Q4: 26,150 shares; 2026Q1: 63,370 shares 63,370 $362K <0.01% +37,220 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,972 shares; 2025Q1: 1,939 shares; 2025Q2: 1,875 shares; 2025Q3: 1,905 shares; 2025Q4: 2,055 shares; 2026Q1: 2,082 shares 2,082 $361K <0.01% +27 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 4,858 shares; 2025Q3: 5,546 shares; 2025Q4: 5,888 shares; 2026Q1: 4,363 shares 4,363 $361K <0.01% -1,525 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,157 shares; 2026Q1: 17,047 shares 17,047 $361K <0.01% +1,890 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,004 shares; 2025Q1: 3,820 shares; 2025Q2: 3,969 shares; 2025Q3: 3,725 shares; 2025Q4: 1,511 shares; 2026Q1: 1,781 shares 1,781 $360K <0.01% +270 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,145 shares; 2025Q1: 5,963 shares; 2025Q2: 6,730 shares; 2025Q3: 6,747 shares; 2025Q4: 6,852 shares; 2026Q1: 6,446 shares 6,446 $360K <0.01% -406 Timeline FLJP 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: 7,349 shares; 2025Q1: 7,429 shares; 2025Q2: 6,358 shares; 2025Q3: 9,234 shares; 2025Q4: 9,758 shares; 2026Q1: 9,946 shares 9,946 $360K <0.01% +188 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 7,653 shares; 2025Q1: 7,288 shares; 2025Q2: 6,995 shares; 2025Q3: 7,009 shares; 2025Q4: 6,601 shares; 2026Q1: 5,338 shares 5,338 $360K <0.01% -1,263 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 3,278 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,528 shares; 2025Q4: 3,084 shares; 2026Q1: 3,324 shares 3,324 $359K <0.01% +240 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE 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: 38,994 shares 38,994 $359K <0.01% new Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,720 shares; 2024Q4: 118,585 shares; 2025Q1: 118,585 shares; 2025Q2: 121,315 shares; 2025Q3: 121,204 shares; 2025Q4: 126,019 shares; 2026Q1: 128,648 shares 128,648 $359K <0.01% +2,629 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 14,928 shares; 2026Q1: 10,680 shares 10,680 $359K <0.01% -4,248 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 15,113 shares; 2025Q1: 21,376 shares; 2025Q2: 20,483 shares; 2025Q3: 20,034 shares; 2025Q4: 14,952 shares; 2026Q1: 14,045 shares 14,045 $358K <0.01% -907 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 9,834 shares; 2026Q1: 10,792 shares 10,792 $358K <0.01% +958 Timeline NURE 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: 35,916 shares; 2024Q4: 36,617 shares; 2025Q1: 36,257 shares; 2025Q2: 23,658 shares; 2025Q3: 21,963 shares; 2025Q4: 15,096 shares; 2026Q1: 13,168 shares 13,168 $358K <0.01% -1,928 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 949 shares; 2025Q1: 689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares 1,017 $357K <0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 163 shares; 2025Q1: 190 shares; 2025Q2: 205 shares; 2025Q3: 185 shares; 2025Q4: 188 shares; 2026Q1: 189 shares 189 $356K <0.01% +1 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL 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: 15,970 shares; 2025Q4: 16,221 shares; 2026Q1: 31,133 shares 31,133 $356K <0.01% +14,912 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,959 shares; 2024Q4: 30,595 shares; 2025Q1: 26,278 shares; 2025Q2: 25,389 shares; 2025Q3: 25,824 shares; 2025Q4: 27,367 shares; 2026Q1: 22,331 shares 22,331 $356K <0.01% -5,036 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,494 shares; 2024Q4: 30,699 shares; 2025Q1: 31,265 shares; 2025Q2: 33,279 shares; 2025Q3: 37,118 shares; 2025Q4: 32,962 shares; 2026Q1: 33,700 shares 33,700 $355K <0.01% +738 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,273 shares 13,273 $355K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,260 shares; 2024Q4: 18,488 shares; 2025Q1: 18,774 shares; 2025Q2: 17,979 shares; 2025Q3: 15,732 shares; 2025Q4: 14,362 shares; 2026Q1: 12,063 shares 12,063 $354K <0.01% -2,299 Timeline RZV 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: 3,055 shares; 2024Q4: 3,784 shares; 2025Q1: 3,538 shares; 2025Q2: 3,508 shares; 2025Q3: 2,847 shares; 2025Q4: 2,847 shares; 2026Q1: 2,847 shares 2,847 $354K <0.01% 0 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO 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: 50,089 shares 50,089 $353K <0.01% new Timeline EWO 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: not reported; 2025Q4: 6,952 shares; 2026Q1: 9,963 shares 9,963 $353K <0.01% +3,011 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 12,114 shares; 2026Q1: 15,133 shares 15,133 $353K <0.01% +3,019 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,806 shares; 2024Q4: 14,488 shares; 2025Q1: 13,496 shares; 2025Q2: 13,247 shares; 2025Q3: 13,164 shares; 2025Q4: 11,674 shares; 2026Q1: 12,030 shares 12,030 $352K <0.01% +356 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 8,324 shares; 2025Q1: 8,034 shares; 2025Q2: 10,053 shares; 2025Q3: 10,360 shares; 2025Q4: 9,712 shares; 2026Q1: 9,265 shares 9,265 $352K <0.01% -447 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,389 shares; 2024Q4: 13,419 shares; 2025Q1: 29,721 shares; 2025Q2: 13,566 shares; 2025Q3: 12,616 shares; 2025Q4: 11,143 shares; 2026Q1: 10,803 shares 10,803 $352K <0.01% -340 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,520 shares; 2024Q4: 22,649 shares; 2025Q1: 21,733 shares; 2025Q2: 24,994 shares; 2025Q3: 25,122 shares; 2025Q4: 24,502 shares; 2026Q1: 24,590 shares 24,590 $352K <0.01% +88 Timeline DDIV 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: 9,789 shares; 2024Q4: 12,073 shares; 2025Q1: 13,718 shares; 2025Q2: 11,239 shares; 2025Q3: 10,523 shares; 2025Q4: 8,829 shares; 2026Q1: 8,713 shares 8,713 $352K <0.01% -116 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,263 shares 6,263 $351K <0.01% new Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,185 shares; 2024Q4: 45,798 shares; 2025Q1: 44,806 shares; 2025Q2: 44,338 shares; 2025Q3: 37,503 shares; 2025Q4: 30,145 shares; 2026Q1: 27,819 shares 27,819 $350K <0.01% -2,326 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,489 shares; 2025Q4: 18,781 shares; 2026Q1: 13,622 shares 13,622 $350K <0.01% -5,159 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,728 shares; 2024Q4: 69,453 shares; 2025Q1: 58,204 shares; 2025Q2: 54,759 shares; 2025Q3: 63,010 shares; 2025Q4: 64,070 shares; 2026Q1: 65,522 shares 65,522 $349K <0.01% +1,452 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly 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: 2,263 shares; 2026Q1: 2,732 shares 2,732 $349K <0.01% +469 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,011 shares; 2024Q4: 36,090 shares; 2025Q1: 45,799 shares; 2025Q2: 47,237 shares; 2025Q3: 47,861 shares; 2025Q4: 46,782 shares; 2026Q1: 47,169 shares 47,169 $349K <0.01% +387 Timeline EBUF 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: 11,817 shares; 2026Q1: 11,817 shares 11,817 $349K <0.01% 0 Timeline DDTO 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: 16,745 shares; 2026Q1: 16,445 shares 16,445 $349K <0.01% -300 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,574 shares; 2025Q1: 3,827 shares; 2025Q2: 3,948 shares; 2025Q3: 4,198 shares; 2025Q4: 5,148 shares; 2026Q1: 5,336 shares 5,336 $348K <0.01% +188 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,441 shares; 2024Q4: 978,184 shares; 2025Q1: 1,114,528 shares; 2025Q2: 111,678 shares; 2025Q3: 113,651 shares; 2025Q4: 116,200 shares; 2026Q1: 118,319 shares 118,319 $348K <0.01% +2,119 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS 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: 27,711 shares; 2026Q1: 31,972 shares 31,972 $348K <0.01% +4,261 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,607 shares; 2025Q1: 12,818 shares; 2025Q2: 13,249 shares; 2025Q3: 14,049 shares; 2025Q4: 16,009 shares; 2026Q1: 19,950 shares 19,950 $347K <0.01% +3,941 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS 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: 2,470 shares; 2025Q4: 2,564 shares; 2026Q1: 2,293 shares 2,293 $347K <0.01% -271 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,692 shares; 2024Q4: 28,215 shares; 2025Q1: 27,842 shares; 2025Q2: 42,469 shares; 2025Q3: 39,752 shares; 2025Q4: 39,657 shares; 2026Q1: 38,496 shares 38,496 $347K <0.01% -1,161 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,141 shares; 2024Q4: 120,955 shares; 2025Q1: 168,009 shares; 2025Q2: 94,813 shares; 2025Q3: 99,653 shares; 2025Q4: 58,173 shares; 2026Q1: 52,331 shares 52,331 $347K <0.01% -5,842 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 6,733 shares; 2025Q1: 6,056 shares; 2025Q2: 6,418 shares; 2025Q3: 5,719 shares; 2025Q4: 5,027 shares; 2026Q1: 4,260 shares 4,260 $346K <0.01% -767 Timeline SMRI 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: 9,813 shares; 2026Q1: 9,779 shares 9,779 $346K <0.01% -34 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 12,013 shares; 2025Q1: 11,831 shares; 2025Q2: not reported; 2025Q3: 11,828 shares; 2025Q4: 11,207 shares; 2026Q1: 11,207 shares 11,207 $346K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,881 shares; 2024Q4: 40,501 shares; 2025Q1: 41,031 shares; 2025Q2: 42,614 shares; 2025Q3: 40,142 shares; 2025Q4: 36,423 shares; 2026Q1: 37,154 shares 37,154 $345K <0.01% +731 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 9,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 2,458 shares; 2026Q1: 2,273 shares 2,273 $345K <0.01% -185 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,939 shares; 2025Q3: not reported; 2025Q4: 9,232 shares; 2026Q1: 14,297 shares 14,297 $345K <0.01% +5,065 Timeline QINT 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: not reported; 2026Q1: 5,274 shares 5,274 $345K <0.01% new Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,011 shares 7,011 $345K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 572 shares; 2025Q4: 617 shares; 2026Q1: 633 shares 633 $344K <0.01% +16 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 6,901 shares; 2026Q1: 6,165 shares 6,165 $343K <0.01% -736 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,734 shares 24,734 $343K <0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS 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: 8,369 shares; 2025Q4: 8,964 shares; 2026Q1: 11,218 shares 11,218 $342K <0.01% +2,254 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,244 shares; 2025Q2: 16,096 shares; 2025Q3: 16,264 shares; 2025Q4: 16,439 shares; 2026Q1: 13,522 shares 13,522 $342K <0.01% -2,917 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,907 shares; 2026Q1: 11,061 shares 11,061 $341K <0.01% -846 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,315 shares; 2025Q1: 5,957 shares; 2025Q2: 7,331 shares; 2025Q3: 7,488 shares; 2025Q4: 7,145 shares; 2026Q1: 3,860 shares 3,860 $341K <0.01% -3,285 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 16,889 shares; 2025Q1: 17,276 shares; 2025Q2: 18,231 shares; 2025Q3: 19,201 shares; 2025Q4: 19,926 shares; 2026Q1: 21,315 shares 21,315 $341K <0.01% +1,389 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 4,361 shares; 2025Q1: 4,347 shares; 2025Q2: 4,237 shares; 2025Q3: 3,770 shares; 2025Q4: 3,822 shares; 2026Q1: 3,825 shares 3,825 $340K <0.01% +3 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,070 shares; 2025Q1: 10,409 shares; 2025Q2: 8,767 shares; 2025Q3: 9,081 shares; 2025Q4: 11,872 shares; 2026Q1: 11,206 shares 11,206 $340K <0.01% -666 Timeline EIS 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: 7,169 shares; 2025Q3: 2,062 shares; 2025Q4: 2,192 shares; 2026Q1: 2,930 shares 2,930 $340K <0.01% +738 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,493 shares; 2024Q4: 46,795 shares; 2025Q1: 47,885 shares; 2025Q2: 39,567 shares; 2025Q3: 34,778 shares; 2025Q4: 32,466 shares; 2026Q1: 32,830 shares 32,830 $338K <0.01% +364 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS 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: 9,938 shares; 2025Q3: 12,257 shares; 2025Q4: 12,485 shares; 2026Q1: 12,834 shares 12,834 $337K <0.01% +349 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,657 shares 11,657 $337K <0.01% new Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,051 shares; 2024Q4: 29,051 shares; 2025Q1: 28,367 shares; 2025Q2: 28,367 shares; 2025Q3: 28,677 shares; 2025Q4: 28,367 shares; 2026Q1: 28,367 shares 28,367 $337K <0.01% 0 Timeline RSSE 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: 11,822 shares; 2025Q1: 13,312 shares; 2025Q2: 11,162 shares; 2025Q3: 10,167 shares; 2025Q4: 13,417 shares; 2026Q1: 15,641 shares 15,641 $337K <0.01% +2,224 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,628 shares; 2025Q1: 5,089 shares; 2025Q2: 4,952 shares; 2025Q3: 5,338 shares; 2025Q4: 6,496 shares; 2026Q1: 7,895 shares 7,895 $335K <0.01% +1,399 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,615 shares; 2025Q1: 3,986 shares; 2025Q2: 5,101 shares; 2025Q3: 5,662 shares; 2025Q4: 1,599 shares; 2026Q1: 2,395 shares 2,395 $335K <0.01% +796 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 6,146 shares; 2026Q1: 5,039 shares 5,039 $335K <0.01% -1,107 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 4,965 shares; 2025Q1: 4,547 shares; 2025Q2: 4,479 shares; 2025Q3: 4,456 shares; 2025Q4: 4,377 shares; 2026Q1: 4,434 shares 4,434 $334K <0.01% +57 Timeline FDM 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: 2,546 shares; 2026Q1: 4,073 shares 4,073 $334K <0.01% +1,527 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,989 shares; 2025Q1: 29,070 shares; 2025Q2: 27,296 shares; 2025Q3: 13,681 shares; 2025Q4: 13,213 shares; 2026Q1: 11,743 shares 11,743 $334K <0.01% -1,470 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 16,587 shares; 2025Q1: 5,483 shares; 2025Q2: 6,338 shares; 2025Q3: 7,205 shares; 2025Q4: 6,953 shares; 2026Q1: 7,272 shares 7,272 $333K <0.01% +319 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,427 shares; 2024Q4: 39,105 shares; 2025Q1: 33,143 shares; 2025Q2: 34,226 shares; 2025Q3: 17,843 shares; 2025Q4: 26,801 shares; 2026Q1: 23,051 shares 23,051 $333K <0.01% -3,750 Timeline SGVT 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: not reported; 2025Q3: not reported; 2025Q4: 7,487 shares; 2026Q1: 3,308 shares 3,308 $333K <0.01% -4,179 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,128 shares; 2025Q1: 6,027 shares; 2025Q2: 5,734 shares; 2025Q3: not reported; 2025Q4: 9,733 shares; 2026Q1: 9,569 shares 9,569 $333K <0.01% -164 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 18,068 shares; 2025Q1: 18,921 shares; 2025Q2: 17,558 shares; 2025Q3: 15,892 shares; 2025Q4: 14,523 shares; 2026Q1: 17,281 shares 17,281 $332K <0.01% +2,758 Timeline BBEM 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: 4,167 shares; 2025Q3: 4,398 shares; 2025Q4: 4,909 shares; 2026Q1: 5,044 shares 5,044 $332K <0.01% +135 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,828 shares; 2025Q1: 2,160 shares; 2025Q2: 1,373 shares; 2025Q3: 1,344 shares; 2025Q4: 1,167 shares; 2026Q1: 1,108 shares 1,108 $331K <0.01% -59 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS 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: not reported; 2025Q4: not reported; 2026Q1: 6,529 shares 6,529 $331K <0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,337 shares; 2025Q3: 2,539 shares; 2025Q4: 2,508 shares; 2026Q1: 2,648 shares 2,648 $331K <0.01% +140 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,467 shares; 2024Q4: 43,512 shares; 2025Q1: 39,340 shares; 2025Q2: 39,348 shares; 2025Q3: 163,668 shares; 2025Q4: 41,191 shares; 2026Q1: 40,741 shares 40,741 $331K <0.01% -450 Timeline INOV 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: 9,544 shares; 2026Q1: 9,544 shares 9,544 $331K <0.01% 0 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS 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: 27,134 shares; 2025Q4: 27,136 shares; 2026Q1: 27,137 shares 27,137 $331K <0.01% +1 Timeline PXI 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: 5,525 shares; 2024Q4: 5,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,555 shares 5,555 $331K <0.01% new Timeline UTWO 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: 9,093 shares; 2024Q4: 8,630 shares; 2025Q1: 7,873 shares; 2025Q2: 6,919 shares; 2025Q3: 6,815 shares; 2025Q4: 6,749 shares; 2026Q1: 6,851 shares 6,851 $331K <0.01% +102 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,552 shares; 2025Q1: 20,250 shares; 2025Q2: 25,129 shares; 2025Q3: 26,404 shares; 2025Q4: 27,718 shares; 2026Q1: 28,430 shares 28,430 $331K <0.01% +712 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly 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: 6,382 shares; 2025Q4: 10,077 shares; 2026Q1: 9,226 shares 9,226 $330K <0.01% -851 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,456 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares; 2026Q1: 1,873 shares 1,873 $329K <0.01% +13 Timeline HYZD 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: 12,299 shares; 2024Q4: 12,306 shares; 2025Q1: 11,522 shares; 2025Q2: 12,778 shares; 2025Q3: 11,760 shares; 2025Q4: 12,514 shares; 2026Q1: 14,969 shares 14,969 $329K <0.01% +2,455 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 13,004 shares; 2025Q1: 19,726 shares; 2025Q2: 23,172 shares; 2025Q3: 21,938 shares; 2025Q4: 24,172 shares; 2026Q1: 25,702 shares 25,702 $329K <0.01% +1,530 Timeline CBOY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,883 shares; 2025Q4: 13,990 shares; 2026Q1: 13,515 shares 13,515 $329K <0.01% -475 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 9,595 shares; 2025Q1: 9,149 shares; 2025Q2: 7,573 shares; 2025Q3: 6,681 shares; 2025Q4: 6,855 shares; 2026Q1: 5,985 shares 5,985 $329K <0.01% -870 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,521 shares; 2024Q4: 11,433 shares; 2025Q1: 11,272 shares; 2025Q2: 14,176 shares; 2025Q3: 9,440 shares; 2025Q4: 9,826 shares; 2026Q1: 10,572 shares 10,572 $328K <0.01% +746 Timeline FTPA 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: 37,016 shares; 2026Q1: 38,156 shares 38,156 $328K <0.01% +1,140 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: not reported; 2025Q1: 11,156 shares; 2025Q2: 10,569 shares; 2025Q3: 22,454 shares; 2025Q4: 13,969 shares; 2026Q1: 11,706 shares 11,706 $327K <0.01% -2,263 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,533 shares; 2026Q1: 12,597 shares 12,597 $326K <0.01% +2,064 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE 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: 7,304 shares; 2025Q4: 5,466 shares; 2026Q1: 5,491 shares 5,491 $326K <0.01% +25 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 2,271 shares; 2025Q4: 2,299 shares; 2026Q1: 2,828 shares 2,828 $326K <0.01% +529 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 1,260 shares; 2025Q1: 1,129 shares; 2025Q2: 1,064 shares; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,977 shares 1,977 $326K <0.01% +350 Timeline VNM 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: 70,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,849 shares 18,849 $326K <0.01% new Timeline FAN 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: 13,995 shares; 2024Q4: 15,402 shares; 2025Q1: 14,121 shares; 2025Q2: 13,136 shares; 2025Q3: 14,097 shares; 2025Q4: 14,617 shares; 2026Q1: 13,176 shares 13,176 $326K <0.01% -1,441 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,094 shares; 2024Q4: 52,736 shares; 2025Q1: 38,095 shares; 2025Q2: 53,958 shares; 2025Q3: 69,367 shares; 2025Q4: 137,392 shares; 2026Q1: 38,617 shares 38,617 $325K <0.01% -98,775 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,296 shares; 2025Q1: 3,499 shares; 2025Q2: 2,852 shares; 2025Q3: 3,342 shares; 2025Q4: 3,480 shares; 2026Q1: 3,477 shares 3,477 $325K <0.01% -3 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,751 shares; 2025Q3: 28,939 shares; 2025Q4: 23,981 shares; 2026Q1: 38,263 shares 38,263 $325K <0.01% +14,282 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly 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: 6,692 shares; 2025Q4: 6,350 shares; 2026Q1: 10,406 shares 10,406 $325K <0.01% +4,056 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,159 shares; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 3,054 shares; 2025Q4: 2,996 shares; 2026Q1: 3,049 shares 3,049 $324K <0.01% +53 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 13,221 shares; 2025Q1: 18,496 shares; 2025Q2: 30,738 shares; 2025Q3: 10,753 shares; 2025Q4: 30,156 shares; 2026Q1: 10,741 shares 10,741 $324K <0.01% -19,415 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,608 shares; 2024Q4: 28,930 shares; 2025Q1: 34,107 shares; 2025Q2: 40,825 shares; 2025Q3: 46,869 shares; 2025Q4: 39,880 shares; 2026Q1: 42,880 shares 42,880 $324K <0.01% +3,000 Timeline ISPY 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: 5,647 shares; 2025Q4: 8,154 shares; 2026Q1: 7,444 shares 7,444 $323K <0.01% -710 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly 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: 10,832 shares; 2025Q4: 37,586 shares; 2026Q1: 34,470 shares 34,470 $323K <0.01% -3,116 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,454 shares; 2025Q2: 7,454 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares; 2026Q1: 8,625 shares 8,625 $323K <0.01% +1,908 Timeline KOKU 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: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $323K <0.01% 0 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,683 shares; 2025Q2: 24,105 shares; 2025Q3: 18,571 shares; 2025Q4: 18,612 shares; 2026Q1: 11,379 shares 11,379 $322K <0.01% -7,233 Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,053 shares; 2025Q4: 15,114 shares; 2026Q1: 14,654 shares 14,654 $322K <0.01% -460 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,787 shares; 2024Q4: 26,208 shares; 2025Q1: 19,335 shares; 2025Q2: 20,643 shares; 2025Q3: 26,558 shares; 2025Q4: 21,479 shares; 2026Q1: 18,810 shares 18,810 $320K <0.01% -2,669 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,217 shares; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares; 2026Q1: 4,387 shares 4,387 $320K <0.01% +170 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,243 shares; 2024Q4: 35,445 shares; 2025Q1: 13,478 shares; 2025Q2: 14,786 shares; 2025Q3: 9,018 shares; 2025Q4: 9,975 shares; 2026Q1: 8,952 shares 8,952 $320K <0.01% -1,023 Timeline OOSP SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,632 shares; 2026Q1: 31,647 shares 31,647 $319K <0.01% +19,015 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,386 shares; 2025Q1: 2,421 shares; 2025Q2: 1,531 shares; 2025Q3: 3,448 shares; 2025Q4: 1,317 shares; 2026Q1: 1,272 shares 1,272 $318K <0.01% -45 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,223 shares; 2025Q2: 39,725 shares; 2025Q3: 9,200 shares; 2025Q4: 10,853 shares; 2026Q1: 7,729 shares 7,729 $318K <0.01% -3,124 Timeline JANT 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: 6,798 shares; 2024Q4: 6,798 shares; 2025Q1: 8,472 shares; 2025Q2: not reported; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares; 2026Q1: 7,917 shares 7,917 $318K <0.01% +2,677 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 17,929 shares; 2025Q1: 18,372 shares; 2025Q2: not reported; 2025Q3: 13,112 shares; 2025Q4: 22,964 shares; 2026Q1: 21,842 shares 21,842 $316K <0.01% -1,122 Timeline PEX 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: 8,343 shares; 2025Q3: 10,055 shares; 2025Q4: 10,277 shares; 2026Q1: 14,865 shares 14,865 $316K <0.01% +4,588 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,410 shares; 2025Q3: 8,640 shares; 2025Q4: 9,128 shares; 2026Q1: 9,301 shares 9,301 $316K <0.01% +173 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 15,865 shares; 2025Q1: 18,957 shares; 2025Q2: 16,934 shares; 2025Q3: 15,325 shares; 2025Q4: 9,481 shares; 2026Q1: 9,515 shares 9,515 $315K <0.01% +34 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 3,613 shares; 2025Q2: 3,624 shares; 2025Q3: 2,288 shares; 2025Q4: 2,303 shares; 2026Q1: 2,195 shares 2,195 $315K <0.01% -108 Timeline HNI HNI CORP More: the full row for HNI 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: 6,622 shares; 2025Q3: 6,392 shares; 2025Q4: 9,152 shares; 2026Q1: 9,428 shares 9,428 $315K <0.01% +276 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 12,283 shares; 2025Q1: 11,514 shares; 2025Q2: 10,010 shares; 2025Q3: 8,876 shares; 2025Q4: 8,673 shares; 2026Q1: 10,352 shares 10,352 $315K <0.01% +1,679 Timeline OBIL 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: not reported; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: not reported; 2025Q3: 6,835 shares; 2025Q4: 6,383 shares; 2026Q1: 6,282 shares 6,282 $315K <0.01% -101 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,337 shares; 2025Q1: 2,813 shares; 2025Q2: 4,453 shares; 2025Q3: 4,266 shares; 2025Q4: 2,626 shares; 2026Q1: 2,940 shares 2,940 $314K <0.01% +314 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,717 shares; 2024Q4: 51,605 shares; 2025Q1: 47,858 shares; 2025Q2: 44,662 shares; 2025Q3: 58,385 shares; 2025Q4: 45,439 shares; 2026Q1: 36,584 shares 36,584 $314K <0.01% -8,855 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,162 shares; 2025Q4: 1,097 shares; 2026Q1: 1,107 shares 1,107 $313K <0.01% +10 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 2,484 shares; 2025Q2: 2,977 shares; 2025Q3: 3,069 shares; 2025Q4: 3,178 shares; 2026Q1: 3,454 shares 3,454 $313K <0.01% +276 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,846 shares; 2025Q2: 25,337 shares; 2025Q3: 23,720 shares; 2025Q4: 23,715 shares; 2026Q1: 23,308 shares 23,308 $313K <0.01% -407 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,476 shares; 2026Q1: 11,513 shares 11,513 $313K <0.01% -963 Timeline PBQQ 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: 11,066 shares 11,066 $313K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 7,329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 5,766 shares; 2026Q1: 6,361 shares 6,361 $312K <0.01% +595 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares 2,618 $312K <0.01% 0 Timeline SDG 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: 5,652 shares; 2024Q4: 5,038 shares; 2025Q1: 4,424 shares; 2025Q2: 3,948 shares; 2025Q3: 4,529 shares; 2025Q4: 3,620 shares; 2026Q1: 3,719 shares 3,719 $312K <0.01% +99 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,396 shares; 2024Q4: 9,384 shares; 2025Q1: 9,385 shares; 2025Q2: 18,907 shares; 2025Q3: 19,124 shares; 2025Q4: 17,119 shares; 2026Q1: 17,130 shares 17,130 $311K <0.01% +11 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION 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: 7,160 shares 7,160 $311K <0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 1,983 shares; 2025Q1: 2,093 shares; 2025Q2: 2,046 shares; 2025Q3: 2,068 shares; 2025Q4: 2,028 shares; 2026Q1: 2,153 shares 2,153 $310K <0.01% +125 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,056 shares; 2025Q3: 13,760 shares; 2025Q4: 13,402 shares; 2026Q1: 16,456 shares 16,456 $310K <0.01% +3,054 Timeline AUGM 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: 9,274 shares; 2024Q4: 8,926 shares; 2025Q1: 8,358 shares; 2025Q2: 7,708 shares; 2025Q3: 9,846 shares; 2025Q4: 9,795 shares; 2026Q1: 9,153 shares 9,153 $310K <0.01% -642 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,868 shares; 2024Q4: 5,041 shares; 2025Q1: 4,764 shares; 2025Q2: 5,771 shares; 2025Q3: 5,107 shares; 2025Q4: 4,963 shares; 2026Q1: 5,196 shares 5,196 $310K <0.01% +233 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,965 shares; 2025Q1: 12,405 shares; 2025Q2: 6,818 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,751 shares 2,751 $309K <0.01% new Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,263 shares; 2024Q4: 58,001 shares; 2025Q1: 60,501 shares; 2025Q2: 58,388 shares; 2025Q3: 60,432 shares; 2025Q4: 60,195 shares; 2026Q1: 53,027 shares 53,027 $309K <0.01% -7,168 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 4,031 shares 4,031 $309K <0.01% +10 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,258 shares; 2024Q4: 92,651 shares; 2025Q1: 91,239 shares; 2025Q2: 24,111 shares; 2025Q3: 24,936 shares; 2025Q4: 24,948 shares; 2026Q1: 26,509 shares 26,509 $309K <0.01% +1,561 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,989 shares; 2026Q1: 11,385 shares 11,385 $307K <0.01% -604 Timeline CPSA 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: 70,223 shares; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 9,404 shares; 2025Q3: 21,465 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares 11,430 $307K <0.01% 0 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,895 shares; 2025Q1: 14,529 shares; 2025Q2: 12,405 shares; 2025Q3: 10,371 shares; 2025Q4: 10,661 shares; 2026Q1: 11,143 shares 11,143 $307K <0.01% +482 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,647 shares; 2026Q1: 14,749 shares 14,749 $306K <0.01% +102 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,791 shares; 2024Q4: 39,455 shares; 2025Q1: 19,848 shares; 2025Q2: 42,292 shares; 2025Q3: 36,145 shares; 2025Q4: 22,858 shares; 2026Q1: 11,897 shares 11,897 $305K <0.01% -10,961 Timeline NVEC NVE CORP More: the full row for NVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 5,009 shares; 2025Q3: 4,671 shares; 2025Q4: 4,651 shares; 2026Q1: 4,651 shares 4,651 $305K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,837 shares; 2024Q4: 23,290 shares; 2025Q1: 22,336 shares; 2025Q2: 22,520 shares; 2025Q3: 16,650 shares; 2025Q4: 12,039 shares; 2026Q1: 14,053 shares 14,053 $305K <0.01% +2,014 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,714 shares; 2025Q2: 21,984 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,562 shares 18,562 $305K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,263 shares; 2025Q1: 1,101 shares; 2025Q2: 1,093 shares; 2025Q3: 1,562 shares; 2025Q4: 1,448 shares; 2026Q1: 1,444 shares 1,444 $305K <0.01% -4 Timeline BWX 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: 20,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,756 shares; 2025Q3: 37,734 shares; 2025Q4: 29,063 shares; 2026Q1: 13,907 shares 13,907 $305K <0.01% -15,156 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 4,110 shares; 2026Q1: 4,205 shares 4,205 $305K <0.01% +95 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 11,679 shares; 2025Q4: not reported; 2026Q1: 23,202 shares 23,202 $305K <0.01% new Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS 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: 4,076 shares; 2025Q4: 4,936 shares; 2026Q1: 4,981 shares 4,981 $305K <0.01% +45 Timeline STXD 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: 29,642 shares; 2024Q4: 31,084 shares; 2025Q1: 45,350 shares; 2025Q2: 8,685 shares; 2025Q3: 8,399 shares; 2025Q4: 8,528 shares; 2026Q1: 8,604 shares 8,604 $305K <0.01% +76 Timeline MADE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,144 shares 9,144 $305K <0.01% new Timeline QLC 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: 3,622 shares; 2024Q4: 3,622 shares; 2025Q1: 3,497 shares; 2025Q2: 3,259 shares; 2025Q3: 3,274 shares; 2025Q4: 3,624 shares; 2026Q1: 3,884 shares 3,884 $304K <0.01% +260 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 2,108 shares; 2025Q1: 2,075 shares; 2025Q2: 2,343 shares; 2025Q3: 2,300 shares; 2025Q4: 2,239 shares; 2026Q1: 2,129 shares 2,129 $303K <0.01% -110 Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 16,525 shares; 2025Q4: 13,755 shares; 2026Q1: 31,650 shares 31,650 $302K <0.01% +17,895 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,807 shares; 2024Q4: 12,335 shares; 2025Q1: 7,339 shares; 2025Q2: 11,472 shares; 2025Q3: 6,949 shares; 2025Q4: 6,784 shares; 2026Q1: 6,761 shares 6,761 $302K <0.01% -23 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,115 shares; 2026Q1: 1,322 shares 1,322 $302K <0.01% +207 Timeline IAPR 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: 43,027 shares; 2025Q1: 42,956 shares; 2025Q2: 8,363 shares; 2025Q3: 8,580 shares; 2025Q4: 8,489 shares; 2026Q1: 9,526 shares 9,526 $302K <0.01% +1,037 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 3,874 shares; 2025Q1: 3,553 shares; 2025Q2: 3,364 shares; 2025Q3: 3,415 shares; 2025Q4: 3,174 shares; 2026Q1: 3,170 shares 3,170 $302K <0.01% -4 Timeline TAGG 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: 5,475 shares; 2025Q1: 4,697 shares; 2025Q2: 4,812 shares; 2025Q3: 4,878 shares; 2025Q4: 6,022 shares; 2026Q1: 7,095 shares 7,095 $302K <0.01% +1,073 Timeline FIDI 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: 10,943 shares 10,943 $302K <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,995 shares; 2024Q4: 26,256 shares; 2025Q1: 25,166 shares; 2025Q2: 23,642 shares; 2025Q3: 26,118 shares; 2025Q4: 19,563 shares; 2026Q1: 12,760 shares 12,760 $301K <0.01% -6,803 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,282 shares 5,282 $301K <0.01% new Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 5,969 shares; 2026Q1: 3,842 shares 3,842 $301K <0.01% -2,127 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares; 2026Q1: 7,782 shares 7,782 $301K <0.01% +1,252 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,478 shares; 2026Q1: 10,014 shares 10,014 $300K <0.01% -2,464 Timeline BSMV 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: not reported; 2025Q3: not reported; 2025Q4: 14,292 shares; 2026Q1: 14,345 shares 14,345 $300K <0.01% +53 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,665 shares; 2025Q4: not reported; 2026Q1: 11,226 shares 11,226 $300K <0.01% new Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 3,921 shares; 2025Q1: 3,461 shares; 2025Q2: 3,541 shares; 2025Q3: 3,389 shares; 2025Q4: 3,374 shares; 2026Q1: 3,235 shares 3,235 $300K <0.01% -139 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,781 shares; 2024Q4: 7,020 shares; 2025Q1: not reported; 2025Q2: 10,557 shares; 2025Q3: not reported; 2025Q4: 6,503 shares; 2026Q1: 7,255 shares 7,255 $299K <0.01% +752 Timeline EWA 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: 9,609 shares; 2024Q4: 9,874 shares; 2025Q1: 8,872 shares; 2025Q2: 10,751 shares; 2025Q3: 14,369 shares; 2025Q4: 13,532 shares; 2026Q1: 10,769 shares 10,769 $299K <0.01% -2,763 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: not reported; 2026Q1: 15,569 shares 15,569 $298K <0.01% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 6,071 shares 6,071 $298K <0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,034 shares; 2025Q2: 10,220 shares; 2025Q3: 10,124 shares; 2025Q4: 10,452 shares; 2026Q1: 10,488 shares 10,488 $298K <0.01% +36 Timeline AGEM ABRDN FDS More: the full row for ABRDN 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: 6,383 shares; 2026Q1: 7,358 shares 7,358 $298K <0.01% +975 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,726 shares; 2024Q4: 15,397 shares; 2025Q1: 15,100 shares; 2025Q2: 15,095 shares; 2025Q3: 20,871 shares; 2025Q4: 21,134 shares; 2026Q1: 19,958 shares 19,958 $298K <0.01% -1,176 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,059 shares; 2025Q4: 1,964 shares; 2026Q1: 2,048 shares 2,048 $298K <0.01% +84 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $298K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,922 shares; 2024Q4: 58,945 shares; 2025Q1: 56,520 shares; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 13,035 shares; 2026Q1: 13,392 shares 13,392 $297K <0.01% +357 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 10,043 shares; 2025Q1: 9,969 shares; 2025Q2: 10,066 shares; 2025Q3: 11,121 shares; 2025Q4: 11,445 shares; 2026Q1: 11,478 shares 11,478 $297K <0.01% +33 Timeline DBEZ 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: 4,050 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $297K <0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,965 shares; 2024Q4: 71,347 shares; 2025Q1: 71,163 shares; 2025Q2: 67,847 shares; 2025Q3: 65,177 shares; 2025Q4: 62,477 shares; 2026Q1: 61,702 shares 61,702 $296K <0.01% -775 Timeline NANC 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: not reported; 2024Q4: 7,550 shares; 2025Q1: 7,745 shares; 2025Q2: 7,953 shares; 2025Q3: 7,788 shares; 2025Q4: 7,968 shares; 2026Q1: 7,018 shares 7,018 $296K <0.01% -950 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,265 shares; 2026Q1: 5,217 shares 5,217 $295K <0.01% -48 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,354 shares; 2025Q1: 15,778 shares; 2025Q2: 12,891 shares; 2025Q3: 14,971 shares; 2025Q4: 37,292 shares; 2026Q1: 6,702 shares 6,702 $295K <0.01% -30,590 Timeline AMZY 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: 20,633 shares; 2024Q4: 20,911 shares; 2025Q1: 22,803 shares; 2025Q2: not reported; 2025Q3: 11,256 shares; 2025Q4: 28,847 shares; 2026Q1: 26,689 shares 26,689 $294K <0.01% -2,158 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,061 shares 6,061 $293K <0.01% new Timeline XBIL 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: 7,346 shares; 2024Q4: 7,828 shares; 2025Q1: 7,496 shares; 2025Q2: 6,955 shares; 2025Q3: 4,480 shares; 2025Q4: 5,873 shares; 2026Q1: 5,837 shares 5,837 $292K <0.01% -36 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH 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: 7,150 shares; 2025Q3: 5,644 shares; 2025Q4: 6,960 shares; 2026Q1: 21,734 shares 21,734 $291K <0.01% +14,774 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: 6,142 shares; 2026Q1: 6,064 shares 6,064 $291K <0.01% -78 Timeline CLOX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,333 shares 11,333 $290K <0.01% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 7,206 shares; 2026Q1: 6,272 shares 6,272 $290K <0.01% -934 Timeline CLOU 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: 24,159 shares; 2024Q4: 26,419 shares; 2025Q1: 19,410 shares; 2025Q2: 18,719 shares; 2025Q3: 18,294 shares; 2025Q4: 38,373 shares; 2026Q1: 14,877 shares 14,877 $290K <0.01% -23,496 Timeline PQDI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,725 shares; 2026Q1: 15,075 shares 15,075 $290K <0.01% +4,350 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 6,187 shares; 2025Q1: 5,836 shares; 2025Q2: 5,908 shares; 2025Q3: 6,302 shares; 2025Q4: 4,319 shares; 2026Q1: 4,437 shares 4,437 $289K <0.01% +118 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,114 shares 12,114 $289K <0.01% new Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,209 shares; 2026Q1: 8,209 shares 8,209 $289K <0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472,784 shares; 2024Q4: 1,612,129 shares; 2025Q1: 1,656,304 shares; 2025Q2: 1,310,485 shares; 2025Q3: 79,143 shares; 2025Q4: 82,511 shares; 2026Q1: 89,292 shares 89,292 $288K <0.01% +6,781 Timeline AAXJ 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: 5,212 shares; 2024Q4: 4,511 shares; 2025Q1: 4,445 shares; 2025Q2: 4,295 shares; 2025Q3: 3,034 shares; 2025Q4: 2,811 shares; 2026Q1: 2,995 shares 2,995 $288K <0.01% +184 Timeline FLMB 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: 12,180 shares; 2024Q4: 12,180 shares; 2025Q1: 12,180 shares; 2025Q2: 12,180 shares; 2025Q3: 12,180 shares; 2025Q4: 12,180 shares; 2026Q1: 12,180 shares 12,180 $288K <0.01% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,973 shares; 2025Q2: 9,563 shares; 2025Q3: 9,572 shares; 2025Q4: 7,147 shares; 2026Q1: 6,880 shares 6,880 $287K <0.01% -267 Timeline VC VISTEON CORP More: the full row for VISTEON 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: 8,806 shares; 2025Q4: not reported; 2026Q1: 3,153 shares 3,153 $287K <0.01% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 8,503 shares; 2025Q4: 8,073 shares; 2026Q1: 7,701 shares 7,701 $287K <0.01% -372 Timeline NULC 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: 5,773 shares; 2024Q4: 5,880 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 6,348 shares; 2026Q1: 6,201 shares 6,201 $287K <0.01% -147 Timeline MID 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: 3,552 shares; 2025Q4: 3,575 shares; 2026Q1: 4,691 shares 4,691 $287K <0.01% +1,116 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly 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: 3,280 shares; 2025Q4: 3,867 shares; 2026Q1: 4,229 shares 4,229 $286K <0.01% +362 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,728 shares; 2025Q3: not reported; 2025Q4: 5,874 shares; 2026Q1: 6,741 shares 6,741 $286K <0.01% +867 Timeline AWAY 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: 13,816 shares; 2024Q4: 13,922 shares; 2025Q1: 13,743 shares; 2025Q2: 14,340 shares; 2025Q3: 15,000 shares; 2025Q4: 15,867 shares; 2026Q1: 17,707 shares 17,707 $285K <0.01% +1,840 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,610 shares; 2025Q3: 6,055 shares; 2025Q4: 4,719 shares; 2026Q1: 5,622 shares 5,622 $284K <0.01% +903 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP 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: not reported; 2026Q1: 5,588 shares 5,588 $284K <0.01% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,290 shares; 2025Q2: 14,503 shares; 2025Q3: 15,131 shares; 2025Q4: 11,758 shares; 2026Q1: 15,365 shares 15,365 $284K <0.01% +3,607 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,419 shares; 2025Q4: 7,319 shares; 2026Q1: 8,153 shares 8,153 $284K <0.01% +834 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,066 shares; 2025Q1: 2,343 shares; 2025Q2: 2,476 shares; 2025Q3: 2,848 shares; 2025Q4: 3,141 shares; 2026Q1: 3,079 shares 3,079 $283K <0.01% -62 Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 13,996 shares; 2025Q1: 16,081 shares; 2025Q2: 23,105 shares; 2025Q3: 27,218 shares; 2025Q4: 16,852 shares; 2026Q1: 15,847 shares 15,847 $283K <0.01% -1,005 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,152 shares; 2024Q4: 47,768 shares; 2025Q1: 46,027 shares; 2025Q2: 15,900 shares; 2025Q3: 11,904 shares; 2025Q4: 12,752 shares; 2026Q1: 10,171 shares 10,171 $282K <0.01% -2,581 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: not reported; 2025Q1: 6,030 shares; 2025Q2: 97,980 shares; 2025Q3: 10,677 shares; 2025Q4: 17,994 shares; 2026Q1: 9,552 shares 9,552 $282K <0.01% -8,442 Timeline BTCI 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: 6,202 shares; 2026Q1: 8,604 shares 8,604 $282K <0.01% +2,402 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,778 shares; 2025Q1: 4,648 shares; 2025Q2: 4,648 shares; 2025Q3: 5,209 shares; 2025Q4: 4,823 shares; 2026Q1: 4,723 shares 4,723 $282K <0.01% -100 Timeline ALTY 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: 14,900 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,456 shares; 2025Q3: 12,320 shares; 2025Q4: 13,612 shares; 2026Q1: 23,433 shares 23,433 $282K <0.01% +9,821 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,649 shares; 2025Q4: 5,612 shares; 2026Q1: 5,947 shares 5,947 $282K <0.01% +335 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,623 shares; 2025Q4: 3,833 shares; 2026Q1: 3,721 shares 3,721 $281K <0.01% -112 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 7,674 shares; 2025Q2: 9,789 shares; 2025Q3: 9,947 shares; 2025Q4: 10,050 shares; 2026Q1: 8,728 shares 8,728 $281K <0.01% -1,322 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 6,640 shares; 2025Q3: 8,586 shares; 2025Q4: 9,240 shares; 2026Q1: 10,815 shares 10,815 $280K <0.01% +1,575 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,854 shares; 2025Q1: 4,037 shares; 2025Q2: 4,118 shares; 2025Q3: 3,922 shares; 2025Q4: 3,929 shares; 2026Q1: 3,854 shares 3,854 $280K <0.01% -75 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 5,917 shares; 2025Q1: 6,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,173 shares; 2026Q1: 4,035 shares 4,035 $280K <0.01% -138 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,562 shares 9,562 $280K <0.01% new Timeline PSCI 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: 4,046 shares; 2024Q4: 7,228 shares; 2025Q1: 4,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares 1,809 $280K <0.01% new Timeline DECM 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: 8,273 shares; 2025Q1: 8,495 shares; 2025Q2: 8,559 shares; 2025Q3: 10,559 shares; 2025Q4: 9,580 shares; 2026Q1: 8,580 shares 8,580 $280K <0.01% -1,000 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE 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: 6,213 shares 6,213 $280K <0.01% new KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 3,872 shares; 2025Q1: 3,763 shares; 2025Q2: 5,465 shares; 2025Q3: 4,335 shares; 2025Q4: 3,224 shares; 2026Q1: 2,801 shares 2,801 $279K <0.01% -423 Timeline SNPE 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: 9,977 shares; 2024Q4: 9,157 shares; 2025Q1: 9,022 shares; 2025Q2: 9,543 shares; 2025Q3: 8,696 shares; 2025Q4: 5,184 shares; 2026Q1: 4,694 shares 4,694 $279K <0.01% -490 Timeline MTBA 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: 10,158 shares; 2024Q4: 10,418 shares; 2025Q1: 10,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,640 shares 5,640 $279K <0.01% new Timeline HERO 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: 9,752 shares; 2024Q4: 10,793 shares; 2025Q1: 12,492 shares; 2025Q2: 20,104 shares; 2025Q3: 11,903 shares; 2025Q4: 11,949 shares; 2026Q1: 10,860 shares 10,860 $279K <0.01% -1,089 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,830 shares; 2024Q4: 22,932 shares; 2025Q1: 21,035 shares; 2025Q2: 23,173 shares; 2025Q3: 21,312 shares; 2025Q4: 18,225 shares; 2026Q1: 24,684 shares 24,684 $278K <0.01% +6,459 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 8,710 shares; 2025Q1: 7,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares; 2026Q1: 3,694 shares 3,694 $278K <0.01% -152 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,858 shares; 2025Q4: 9,952 shares; 2026Q1: 8,718 shares 8,718 $278K <0.01% -1,234 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,068 shares; 2025Q1: 1,112 shares; 2025Q2: 1,058 shares; 2025Q3: 763 shares; 2025Q4: 642 shares; 2026Q1: 596 shares 596 $277K <0.01% -46 Timeline WDIV 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: 5,357 shares; 2024Q4: 5,257 shares; 2025Q1: 4,919 shares; 2025Q2: 4,903 shares; 2025Q3: 4,909 shares; 2025Q4: 3,571 shares; 2026Q1: 3,590 shares 3,590 $277K <0.01% +19 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,498 shares; 2024Q4: 45,660 shares; 2025Q1: 45,488 shares; 2025Q2: 54,980 shares; 2025Q3: 45,993 shares; 2025Q4: 20,314 shares; 2026Q1: 19,252 shares 19,252 $277K <0.01% -1,062 Timeline SHYL 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: 8,786 shares; 2024Q4: 8,504 shares; 2025Q1: 9,757 shares; 2025Q2: 7,123 shares; 2025Q3: 6,121 shares; 2025Q4: 6,431 shares; 2026Q1: 6,229 shares 6,229 $277K <0.01% -202 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 23,217 shares; 2025Q1: 13,195 shares; 2025Q2: 25,978 shares; 2025Q3: 12,177 shares; 2025Q4: 12,090 shares; 2026Q1: 12,157 shares 12,157 $276K <0.01% +67 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,570 shares; 2026Q1: 3,606 shares 3,606 $275K <0.01% +36 Timeline EPS 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: 3,464 shares; 2025Q1: 3,561 shares; 2025Q2: 3,777 shares; 2025Q3: 34,464 shares; 2025Q4: 3,798 shares; 2026Q1: 4,041 shares 4,041 $275K <0.01% +243 Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 30,671 shares 30,671 $275K <0.01% new Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,590 shares; 2025Q1: not reported; 2025Q2: 13,828 shares; 2025Q3: 29,541 shares; 2025Q4: 32,944 shares; 2026Q1: 35,638 shares 35,638 $275K <0.01% +2,694 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,155 shares; 2024Q4: 10,949 shares; 2025Q1: 10,711 shares; 2025Q2: 10,952 shares; 2025Q3: 10,573 shares; 2025Q4: 13,591 shares; 2026Q1: 14,372 shares 14,372 $275K <0.01% +781 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,704 shares; 2024Q4: 11,879 shares; 2025Q1: 9,936 shares; 2025Q2: 7,503 shares; 2025Q3: 6,500 shares; 2025Q4: 3,186 shares; 2026Q1: 3,866 shares 3,866 $275K <0.01% +680 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,419 shares; 2025Q1: 26,014 shares; 2025Q2: 29,614 shares; 2025Q3: 4,584 shares; 2025Q4: 6,880 shares; 2026Q1: 7,414 shares 7,414 $274K <0.01% +534 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,839 shares; 2024Q4: 11,800 shares; 2025Q1: 12,780 shares; 2025Q2: 12,355 shares; 2025Q3: 12,355 shares; 2025Q4: 10,355 shares; 2026Q1: 25,042 shares 25,042 $274K <0.01% +14,687 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,578 shares; 2025Q4: 1,589 shares; 2026Q1: 1,596 shares 1,596 $274K <0.01% +7 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED 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: 4,810 shares 4,810 $274K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,479 shares; 2025Q1: 10,553 shares; 2025Q2: 10,366 shares; 2025Q3: 9,676 shares; 2025Q4: 6,718 shares; 2026Q1: 4,767 shares 4,767 $274K <0.01% -1,951 Timeline QARP 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: 4,681 shares; 2025Q1: 5,356 shares; 2025Q2: 5,107 shares; 2025Q3: 5,471 shares; 2025Q4: 5,493 shares; 2026Q1: 4,637 shares 4,637 $274K <0.01% -856 Timeline FPWR 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: 7,350 shares 7,350 $274K <0.01% new Timeline PCLO VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,002 shares; 2026Q1: 11,019 shares 11,019 $274K <0.01% +17 Timeline XMAR 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: 52,366 shares; 2024Q4: 50,340 shares; 2025Q1: 15,096 shares; 2025Q2: 13,841 shares; 2025Q3: 13,070 shares; 2025Q4: 9,785 shares; 2026Q1: 6,753 shares 6,753 $273K <0.01% -3,032 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,284 shares; 2026Q1: 5,219 shares 5,219 $273K <0.01% -65 Timeline IFLN 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: 27,098 shares; 2024Q4: 26,516 shares; 2025Q1: 22,548 shares; 2025Q2: 22,943 shares; 2025Q3: 22,022 shares; 2025Q4: 15,148 shares; 2026Q1: 15,210 shares 15,210 $273K <0.01% +62 Timeline QQQG 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: 12,001 shares; 2026Q1: 12,041 shares 12,041 $272K <0.01% +40 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,264 shares; 2024Q4: 54,164 shares; 2025Q1: 54,143 shares; 2025Q2: 52,563 shares; 2025Q3: 53,323 shares; 2025Q4: 60,007 shares; 2026Q1: 61,683 shares 61,683 $271K <0.01% +1,676 Timeline TMFE 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: not reported; 2024Q4: not reported; 2025Q1: 10,333 shares; 2025Q2: 16,389 shares; 2025Q3: 11,813 shares; 2025Q4: 11,950 shares; 2026Q1: 9,955 shares 9,955 $271K <0.01% -1,995 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,796 shares; 2025Q1: 7,181 shares; 2025Q2: 5,208 shares; 2025Q3: 5,186 shares; 2025Q4: 5,365 shares; 2026Q1: 4,382 shares 4,382 $271K <0.01% -983 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,485 shares; 2025Q1: 3,065 shares; 2025Q2: 3,645 shares; 2025Q3: 2,676 shares; 2025Q4: 2,761 shares; 2026Q1: 1,635 shares 1,635 $270K <0.01% -1,126 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 9,187 shares; 2025Q1: 4,140 shares; 2025Q2: 5,373 shares; 2025Q3: 5,627 shares; 2025Q4: 6,107 shares; 2026Q1: 6,545 shares 6,545 $270K <0.01% +438 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,212 shares; 2025Q3: 8,788 shares; 2025Q4: 8,848 shares; 2026Q1: 10,955 shares 10,955 $270K <0.01% +2,107 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 971 shares; 2025Q1: 1,188 shares; 2025Q2: 1,259 shares; 2025Q3: 1,152 shares; 2025Q4: 1,142 shares; 2026Q1: 1,235 shares 1,235 $269K <0.01% +93 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,174 shares; 2025Q1: 7,401 shares; 2025Q2: 6,648 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,744 shares 5,744 $269K <0.01% new Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,877 shares; 2025Q1: 13,278 shares; 2025Q2: 10,682 shares; 2025Q3: 11,013 shares; 2025Q4: 10,747 shares; 2026Q1: 10,426 shares 10,426 $269K <0.01% -321 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 339 shares 339 $268K <0.01% new Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 13,219 shares; 2025Q1: 17,958 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,858 shares; 2026Q1: 9,782 shares 9,782 $268K <0.01% +2,924 Timeline INDY 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: 6,164 shares; 2024Q4: 5,798 shares; 2025Q1: 5,807 shares; 2025Q2: 5,864 shares; 2025Q3: 5,892 shares; 2025Q4: 6,111 shares; 2026Q1: 6,337 shares 6,337 $268K <0.01% +226 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 23,174 shares; 2025Q4: 23,174 shares; 2026Q1: 34,143 shares 34,143 $268K <0.01% +10,969 Timeline AHYB 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: 8,006 shares; 2024Q4: 8,006 shares; 2025Q1: 8,006 shares; 2025Q2: 8,006 shares; 2025Q3: 6,209 shares; 2025Q4: 5,595 shares; 2026Q1: 5,826 shares 5,826 $268K <0.01% +231 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,289 shares; 2025Q1: 3,501 shares; 2025Q2: not reported; 2025Q3: 3,927 shares; 2025Q4: 2,713 shares; 2026Q1: 3,842 shares 3,842 $267K <0.01% +1,129 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,087 shares; 2024Q4: 23,923 shares; 2025Q1: 26,841 shares; 2025Q2: 19,168 shares; 2025Q3: 15,122 shares; 2025Q4: 29,825 shares; 2026Q1: 57,784 shares 57,784 $266K <0.01% +27,959 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET 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: 1,395 shares; 2025Q3: 2,018 shares; 2025Q4: 1,834 shares; 2026Q1: 1,821 shares 1,821 $266K <0.01% -13 Timeline IFEB 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: 6,851 shares; 2025Q4: 6,851 shares; 2026Q1: 8,926 shares 8,926 $266K <0.01% +2,075 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 12,034 shares; 2025Q4: 13,712 shares; 2026Q1: 17,542 shares 17,542 $263K <0.01% +3,830 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 2,314 shares; 2025Q1: 2,096 shares; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 7,285 shares; 2026Q1: 2,574 shares 2,574 $263K <0.01% -4,711 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,603 shares; 2024Q4: 14,060 shares; 2025Q1: 12,891 shares; 2025Q2: 12,928 shares; 2025Q3: 11,157 shares; 2025Q4: 9,570 shares; 2026Q1: 7,781 shares 7,781 $263K <0.01% -1,789 Timeline SRET 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: 12,414 shares 12,414 $263K <0.01% new Timeline PUI 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: 6,133 shares; 2024Q4: 6,065 shares; 2025Q1: 5,401 shares; 2025Q2: 41,986 shares; 2025Q3: 5,669 shares; 2025Q4: 5,594 shares; 2026Q1: 5,586 shares 5,586 $263K <0.01% -8 Timeline DFE 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: 5,945 shares; 2024Q4: 5,304 shares; 2025Q1: 4,773 shares; 2025Q2: 3,788 shares; 2025Q3: 3,788 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares 3,661 $263K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,282 shares; 2025Q1: 11,942 shares; 2025Q2: 22,610 shares; 2025Q3: 31,442 shares; 2025Q4: 28,677 shares; 2026Q1: 22,829 shares 22,829 $262K <0.01% -5,848 Timeline KQQQ KURV ETF TR More: the full row for KURV 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: 10,824 shares 10,824 $262K <0.01% new Timeline STXG 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: 27,896 shares; 2025Q3: 29,706 shares; 2025Q4: 64,983 shares; 2026Q1: 5,573 shares 5,573 $261K <0.01% -59,410 Timeline NAUG 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: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 9,002 shares 9,002 $261K <0.01% -2,078 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,222 shares; 2024Q4: 20,006 shares; 2025Q1: 19,756 shares; 2025Q2: 10,547 shares; 2025Q3: 10,551 shares; 2025Q4: 10,685 shares; 2026Q1: 9,737 shares 9,737 $260K <0.01% -948 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,998 shares; 2025Q2: 3,753 shares; 2025Q3: 3,829 shares; 2025Q4: 3,840 shares; 2026Q1: 3,796 shares 3,796 $259K <0.01% -44 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,653 shares; 2025Q1: 4,451 shares; 2025Q2: 4,518 shares; 2025Q3: 4,433 shares; 2025Q4: 5,570 shares; 2026Q1: 4,382 shares 4,382 $259K <0.01% -1,188 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,462 shares; 2025Q1: 2,459 shares; 2025Q2: 3,190 shares; 2025Q3: 2,558 shares; 2025Q4: 2,670 shares; 2026Q1: 1,526 shares 1,526 $259K <0.01% -1,144 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,966 shares; 2025Q1: 13,646 shares; 2025Q2: 15,631 shares; 2025Q3: 19,667 shares; 2025Q4: 22,417 shares; 2026Q1: 25,530 shares 25,530 $259K <0.01% +3,113 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,502 shares; 2025Q4: 9,862 shares; 2026Q1: 10,131 shares 10,131 $259K <0.01% +269 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,765 shares; 2025Q3: 22,815 shares; 2025Q4: 22,215 shares; 2026Q1: 22,115 shares 22,115 $259K <0.01% -100 Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 2,056 shares; 2026Q1: 2,181 shares 2,181 $258K <0.01% +125 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,590 shares 8,590 $258K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,141 shares; 2024Q4: 18,190 shares; 2025Q1: 21,958 shares; 2025Q2: 18,733 shares; 2025Q3: 17,978 shares; 2025Q4: 20,000 shares; 2026Q1: 23,341 shares 23,341 $257K <0.01% +3,341 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 4,781 shares; 2025Q1: 4,968 shares; 2025Q2: 4,958 shares; 2025Q3: 6,036 shares; 2025Q4: 6,036 shares; 2026Q1: 6,037 shares 6,037 $257K <0.01% +1 Timeline BUFH 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: 14,822 shares; 2025Q4: 12,322 shares; 2026Q1: 12,322 shares 12,322 $257K <0.01% 0 Timeline EFAS 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: 12,342 shares; 2025Q4: 16,456 shares; 2026Q1: 12,113 shares 12,113 $257K <0.01% -4,343 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,667 shares; 2025Q1: 13,791 shares; 2025Q2: 15,623 shares; 2025Q3: 18,525 shares; 2025Q4: 14,533 shares; 2026Q1: 15,088 shares 15,088 $256K <0.01% +555 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,810 shares; 2026Q1: 14,810 shares 14,810 $256K <0.01% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 2,430 shares; 2026Q1: 2,661 shares 2,661 $256K <0.01% +231 Timeline UTEN 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: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,868 shares 5,868 $256K <0.01% +218 Timeline MILK 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: 10,031 shares; 2025Q4: 10,505 shares; 2026Q1: 10,599 shares 10,599 $256K <0.01% +94 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,449 shares; 2025Q1: 3,901 shares; 2025Q2: 3,768 shares; 2025Q3: 1,775 shares; 2025Q4: 1,468 shares; 2026Q1: 1,247 shares 1,247 $255K <0.01% -221 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,136 shares 7,136 $255K <0.01% new Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 45,982 shares; 2025Q1: 40,275 shares; 2025Q2: 41,226 shares; 2025Q3: 41,386 shares; 2025Q4: 47,596 shares; 2026Q1: 38,772 shares 38,772 $255K <0.01% -8,824 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,383 shares; 2025Q1: 3,202 shares; 2025Q2: 3,200 shares; 2025Q3: 3,363 shares; 2025Q4: 2,579 shares; 2026Q1: 2,539 shares 2,539 $254K <0.01% -40 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST 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: 1,855 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,880 shares 1,880 $254K <0.01% +7 Timeline ZAP 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: 7,900 shares 7,900 $254K <0.01% new Timeline MFLX 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: 21,268 shares; 2024Q4: 20,866 shares; 2025Q1: 14,968 shares; 2025Q2: 14,883 shares; 2025Q3: 14,883 shares; 2025Q4: 15,143 shares; 2026Q1: 15,146 shares 15,146 $254K <0.01% +3 Timeline PSCC 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: 51,157 shares; 2024Q4: 46,265 shares; 2025Q1: 45,000 shares; 2025Q2: 42,416 shares; 2025Q3: 28,106 shares; 2025Q4: 9,149 shares; 2026Q1: 8,074 shares 8,074 $254K <0.01% -1,075 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,493 shares; 2024Q4: 55,493 shares; 2025Q1: 57,948 shares; 2025Q2: 57,948 shares; 2025Q3: 58,427 shares; 2025Q4: 56,727 shares; 2026Q1: 59,053 shares 59,053 $253K <0.01% +2,326 Timeline ONLN 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: 6,492 shares; 2024Q4: 6,323 shares; 2025Q1: 6,236 shares; 2025Q2: 5,146 shares; 2025Q3: 21,742 shares; 2025Q4: 5,427 shares; 2026Q1: 4,756 shares 4,756 $253K <0.01% -671 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 15,405 shares; 2025Q1: 14,231 shares; 2025Q2: 14,115 shares; 2025Q3: 16,278 shares; 2025Q4: 14,751 shares; 2026Q1: 14,188 shares 14,188 $252K <0.01% -563 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,797 shares; 2025Q1: 1,731 shares; 2025Q2: 1,906 shares; 2025Q3: 1,986 shares; 2025Q4: 2,035 shares; 2026Q1: 1,408 shares 1,408 $252K <0.01% -627 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 4,774 shares 4,774 $252K <0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 12,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,608 shares; 2025Q4: 27,677 shares; 2026Q1: 7,992 shares 7,992 $252K <0.01% -19,685 Timeline MOTI 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: 15,874 shares; 2024Q4: 18,407 shares; 2025Q1: 122,420 shares; 2025Q2: 47,149 shares; 2025Q3: 47,348 shares; 2025Q4: 43,981 shares; 2026Q1: 7,387 shares 7,387 $252K <0.01% -36,594 Timeline SOMN SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares 4,900 $252K <0.01% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,318 shares 4,318 $251K <0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,880 shares; 2025Q1: 2,684 shares; 2025Q2: not reported; 2025Q3: 3,587 shares; 2025Q4: 4,022 shares; 2026Q1: 3,246 shares 3,246 $251K <0.01% -776 Timeline RVNU 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: 34,181 shares; 2024Q4: 22,404 shares; 2025Q1: 21,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,477 shares; 2026Q1: 10,192 shares 10,192 $251K <0.01% -285 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,635 shares; 2025Q4: 7,092 shares; 2026Q1: 5,595 shares 5,595 $251K <0.01% -1,497 Timeline TAXE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,950 shares 4,950 $251K <0.01% new Timeline FAAA FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,029 shares 5,029 $251K <0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 8,958 shares; 2025Q1: 8,546 shares; 2025Q2: 5,605 shares; 2025Q3: 3,745 shares; 2025Q4: 3,303 shares; 2026Q1: 3,061 shares 3,061 $250K <0.01% -242 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,671 shares; 2024Q4: 20,706 shares; 2025Q1: 17,969 shares; 2025Q2: 23,464 shares; 2025Q3: 18,145 shares; 2025Q4: 16,795 shares; 2026Q1: 16,828 shares 16,828 $250K <0.01% +33 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,459 shares; 2025Q2: 3,300 shares; 2025Q3: 2,841 shares; 2025Q4: 2,720 shares; 2026Q1: 2,848 shares 2,848 $250K <0.01% +128 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 7,487 shares 7,487 $249K <0.01% new Timeline CEMB 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: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,501 shares 5,501 $249K <0.01% +250 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY 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: 67,547 shares; 2026Q1: 47,594 shares 47,594 $249K <0.01% -19,953 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,140 shares 10,140 $249K <0.01% new Timeline FTMN 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: 28,539 shares; 2026Q1: 28,539 shares 28,539 $249K <0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 11,869 shares; 2025Q2: 32,401 shares; 2025Q3: 32,401 shares; 2025Q4: 32,401 shares; 2026Q1: 29,847 shares 29,847 $249K <0.01% -2,554 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 22,100 shares; 2025Q4: 47,626 shares; 2026Q1: 5,456 shares 5,456 $248K <0.01% -42,170 Timeline RXI 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: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,388 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares 1,329 $248K <0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,095 shares; 2024Q4: 14,818 shares; 2025Q1: 13,331 shares; 2025Q2: 13,425 shares; 2025Q3: 13,805 shares; 2025Q4: 14,935 shares; 2026Q1: 14,095 shares 14,095 $248K <0.01% -840 Timeline OUSA 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: 13,294 shares; 2024Q4: 11,363 shares; 2025Q1: 9,036 shares; 2025Q2: 6,382 shares; 2025Q3: 5,405 shares; 2025Q4: 4,619 shares; 2026Q1: 4,452 shares 4,452 $248K <0.01% -167 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,465 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,665 shares 3,665 $247K <0.01% +161 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 19,697 shares; 2025Q1: 23,591 shares; 2025Q2: 23,626 shares; 2025Q3: 22,116 shares; 2025Q4: 20,227 shares; 2026Q1: 18,846 shares 18,846 $247K <0.01% -1,381 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,654 shares; 2025Q1: 4,656 shares; 2025Q2: 4,658 shares; 2025Q3: 9,898 shares; 2025Q4: 10,375 shares; 2026Q1: 4,738 shares 4,738 $247K <0.01% -5,637 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,787 shares 9,787 $247K <0.01% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,776 shares 8,776 $247K <0.01% new Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,644 shares; 2024Q4: 31,656 shares; 2025Q1: 31,839 shares; 2025Q2: 24,458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,937 shares 8,937 $246K <0.01% new Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 14,848 shares; 2025Q1: 18,876 shares; 2025Q2: not reported; 2025Q3: 4,893 shares; 2025Q4: 5,559 shares; 2026Q1: 6,699 shares 6,699 $246K <0.01% +1,140 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 9,493 shares; 2025Q4: 9,938 shares; 2026Q1: 9,917 shares 9,917 $246K <0.01% -21 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,390 shares; 2025Q1: 1,281 shares; 2025Q2: 1,333 shares; 2025Q3: 3,122 shares; 2025Q4: not reported; 2026Q1: 1,005 shares 1,005 $245K <0.01% new Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 18,339 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,495 shares 5,495 $245K <0.01% new Timeline ELVA ELECTROVAYA INC More: the full row for ELECTROVAYA 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: 31,276 shares 31,276 $245K <0.01% new Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,884 shares; 2024Q4: 43,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,022 shares; 2025Q4: not reported; 2026Q1: 11,137 shares 11,137 $245K <0.01% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,528 shares; 2025Q2: 34,027 shares; 2025Q3: 16,249 shares; 2025Q4: not reported; 2026Q1: 7,396 shares 7,396 $244K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 32,104 shares; 2025Q1: 10,347 shares; 2025Q2: 17,359 shares; 2025Q3: 12,197 shares; 2025Q4: 12,685 shares; 2026Q1: 12,918 shares 12,918 $243K <0.01% +233 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,225 shares; 2025Q1: 2,731 shares; 2025Q2: 3,459 shares; 2025Q3: 2,746 shares; 2025Q4: 2,886 shares; 2026Q1: 1,593 shares 1,593 $243K <0.01% -1,293 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 5,073 shares 5,073 $243K <0.01% new Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439,721 shares; 2025Q2: 30,884 shares; 2025Q3: 33,508 shares; 2025Q4: 33,980 shares; 2026Q1: 35,329 shares 35,329 $243K <0.01% +1,349 Timeline ISEP 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: 7,884 shares; 2024Q4: 7,884 shares; 2025Q1: 7,334 shares; 2025Q2: 7,007 shares; 2025Q3: 7,026 shares; 2025Q4: 7,402 shares; 2026Q1: 7,402 shares 7,402 $243K <0.01% 0 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS 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: 3,632 shares 3,632 $243K <0.01% new Timeline CCEF 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: 50,772 shares; 2024Q4: 57,770 shares; 2025Q1: 15,931 shares; 2025Q2: 8,223 shares; 2025Q3: 8,424 shares; 2025Q4: 8,506 shares; 2026Q1: 8,607 shares 8,607 $243K <0.01% +101 Timeline JANM 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: 7,179 shares; 2025Q3: 6,499 shares; 2025Q4: 6,450 shares; 2026Q1: 7,408 shares 7,408 $243K <0.01% +958 Timeline ACKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,957 shares 13,957 $243K <0.01% new Timeline EFAD 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: 5,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,939 shares 5,939 $243K <0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,968 shares; 2025Q2: 9,615 shares; 2025Q3: 10,785 shares; 2025Q4: 11,461 shares; 2026Q1: 9,761 shares 9,761 $242K <0.01% -1,700 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 18,141 shares; 2025Q1: 18,410 shares; 2025Q2: 18,205 shares; 2025Q3: 18,614 shares; 2025Q4: 19,820 shares; 2026Q1: 24,191 shares 24,191 $242K <0.01% +4,371 Timeline PAYR 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: 6,000 shares; 2026Q1: 4,517 shares 4,517 $242K <0.01% -1,483 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 24,708 shares; 2025Q1: 39,738 shares; 2025Q2: 21,865 shares; 2025Q3: 42,390 shares; 2025Q4: 34,374 shares; 2026Q1: 44,183 shares 44,183 $241K <0.01% +9,809 Timeline BBCA 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: 10,019 shares; 2024Q4: 9,407 shares; 2025Q1: 2,832 shares; 2025Q2: 2,538 shares; 2025Q3: 3,047 shares; 2025Q4: 3,095 shares; 2026Q1: 2,559 shares 2,559 $241K <0.01% -536 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,035 shares; 2024Q4: 31,788 shares; 2025Q1: 28,017 shares; 2025Q2: 27,003 shares; 2025Q3: 25,638 shares; 2025Q4: 25,601 shares; 2026Q1: 28,418 shares 28,418 $241K <0.01% +2,817 Timeline QCAP 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: 9,870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,872 shares; 2025Q3: 9,872 shares; 2025Q4: 9,872 shares; 2026Q1: 10,036 shares 10,036 $241K <0.01% +164 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 11,042 shares; 2025Q1: not reported; 2025Q2: 10,310 shares; 2025Q3: not reported; 2025Q4: 26,636 shares; 2026Q1: 17,772 shares 17,772 $240K <0.01% -8,864 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 12,371 shares; 2026Q1: 12,166 shares 12,166 $240K <0.01% -205 Timeline BSMU 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: not reported; 2025Q3: not reported; 2025Q4: 11,403 shares; 2026Q1: 11,001 shares 11,001 $240K <0.01% -402 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,735 shares; 2025Q1: 1,349 shares; 2025Q2: 1,389 shares; 2025Q3: 1,587 shares; 2025Q4: 1,588 shares; 2026Q1: 1,387 shares 1,387 $239K <0.01% -201 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: not reported; 2025Q1: 5,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,441 shares 6,441 $239K <0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,308 shares; 2024Q4: 8,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,674 shares; 2025Q4: 4,367 shares; 2026Q1: 4,647 shares 4,647 $239K <0.01% +280 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,086 shares; 2025Q1: 3,482 shares; 2025Q2: 3,559 shares; 2025Q3: 3,425 shares; 2025Q4: 3,328 shares; 2026Q1: 3,285 shares 3,285 $239K <0.01% -43 Timeline