OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 9,318 shares; 2025Q4: 11,413 shares; 2026Q1: 11,351 shares 11,351 $563K 0.03% -62 Timeline ULST 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: 7,970 shares; 2024Q4: 10,746 shares; 2025Q1: 11,624 shares; 2025Q2: 8,960 shares; 2025Q3: 13,761 shares; 2025Q4: 13,806 shares; 2026Q1: 13,769 shares 13,769 $558K 0.03% -37 Timeline UAPR 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: 19,048 shares; 2024Q4: 18,890 shares; 2025Q1: 18,645 shares; 2025Q2: 18,278 shares; 2025Q3: 18,110 shares; 2025Q4: 17,893 shares; 2026Q1: 16,603 shares 16,603 $554K 0.03% -1,290 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,568 shares; 2025Q1: 106,463 shares; 2025Q2: 356,600 shares; 2025Q3: 374,078 shares; 2025Q4: 79,973 shares; 2026Q1: 80,127 shares 80,127 $552K 0.03% +154 Timeline XBAP 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: 64,118 shares; 2024Q4: 63,653 shares; 2025Q1: 21,576 shares; 2025Q2: 14,949 shares; 2025Q3: 14,382 shares; 2025Q4: 16,225 shares; 2026Q1: 14,075 shares 14,075 $551K 0.03% -2,150 Timeline UJUL 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: 18,405 shares; 2024Q4: 18,395 shares; 2025Q1: 18,363 shares; 2025Q2: 14,884 shares; 2025Q3: 14,696 shares; 2025Q4: 14,687 shares; 2026Q1: 14,373 shares 14,373 $550K 0.03% -314 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 9,969 shares; 2025Q1: 11,477 shares; 2025Q2: 11,231 shares; 2025Q3: 18,184 shares; 2025Q4: 14,754 shares; 2026Q1: 13,207 shares 13,207 $549K 0.03% -1,547 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 5,594 shares; 2025Q1: 7,501 shares; 2025Q2: 7,559 shares; 2025Q3: 11,448 shares; 2025Q4: 8,179 shares; 2026Q1: 7,354 shares 7,354 $547K 0.03% -825 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 3,049 shares; 2025Q1: 3,350 shares; 2025Q2: 3,881 shares; 2025Q3: 4,090 shares; 2025Q4: 4,515 shares; 2026Q1: 4,541 shares 4,541 $538K 0.03% +26 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,987 shares; 2025Q1: 5,195 shares; 2025Q2: 5,249 shares; 2025Q3: 5,023 shares; 2025Q4: 5,576 shares; 2026Q1: 5,760 shares 5,760 $537K 0.03% +184 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,555 shares; 2024Q4: 45,856 shares; 2025Q1: 50,747 shares; 2025Q2: 42,758 shares; 2025Q3: 42,794 shares; 2025Q4: 42,240 shares; 2026Q1: 36,013 shares 36,013 $536K 0.03% -6,227 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 2,462 shares; 2025Q1: 2,628 shares; 2025Q2: 2,772 shares; 2025Q3: 3,494 shares; 2025Q4: 1,822 shares; 2026Q1: 1,693 shares 1,693 $532K 0.03% -129 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,877 shares; 2024Q4: 29,202 shares; 2025Q1: 26,132 shares; 2025Q2: 28,118 shares; 2025Q3: 30,510 shares; 2025Q4: 29,881 shares; 2026Q1: 28,892 shares 28,892 $532K 0.03% -989 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 5,004 shares; 2025Q1: 4,954 shares; 2025Q2: 89,455 shares; 2025Q3: 83,707 shares; 2025Q4: 78,125 shares; 2026Q1: 9,268 shares 9,268 $526K 0.02% -68,857 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,764 shares; 2025Q1: 3,792 shares; 2025Q2: 3,476 shares; 2025Q3: 3,700 shares; 2025Q4: 3,853 shares; 2026Q1: 3,853 shares 3,853 $523K 0.02% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,974 shares; 2026Q1: 20,809 shares 20,809 $523K 0.02% +1,835 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,614 shares; 2025Q1: 2,645 shares; 2025Q2: 2,308 shares; 2025Q3: 2,339 shares; 2025Q4: 2,234 shares; 2026Q1: 2,204 shares 2,204 $521K 0.02% -30 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,955 shares; 2025Q1: 12,717 shares; 2025Q2: 12,717 shares; 2025Q3: 12,717 shares; 2025Q4: 16,561 shares; 2026Q1: 16,461 shares 16,461 $518K 0.02% -100 Timeline CEVA CEVA INC More: the full row for CEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,083 shares; 2024Q4: 19,158 shares; 2025Q1: 19,438 shares; 2025Q2: 21,355 shares; 2025Q3: 21,905 shares; 2025Q4: 26,845 shares; 2026Q1: 27,645 shares 27,645 $516K 0.02% +800 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,974 shares; 2025Q1: 1,612 shares; 2025Q2: 1,547 shares; 2025Q3: 1,580 shares; 2025Q4: 1,685 shares; 2026Q1: 1,793 shares 1,793 $515K 0.02% +108 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 1,947 shares; 2025Q1: 2,124 shares; 2025Q2: 2,142 shares; 2025Q3: 2,170 shares; 2025Q4: 2,165 shares; 2026Q1: 1,919 shares 1,919 $512K 0.02% -246 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,387 shares; 2025Q1: 2,362 shares; 2025Q2: 2,338 shares; 2025Q3: 2,503 shares; 2025Q4: 2,685 shares; 2026Q1: 2,690 shares 2,690 $510K 0.02% +5 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: 8,705 shares; 2025Q3: 6,700 shares; 2025Q4: 5,478 shares; 2026Q1: 5,248 shares 5,248 $509K 0.02% -230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,999 shares; 2025Q4: 14,999 shares; 2026Q1: 14,999 shares 14,999 $508K 0.02% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,999 shares 9,999 $506K 0.02% new Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,050 shares; 2026Q1: 18,100 shares 18,100 $504K 0.02% +2,050 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,144 shares; 2025Q1: 17,722 shares; 2025Q2: 17,043 shares; 2025Q3: 17,226 shares; 2025Q4: 16,733 shares; 2026Q1: 15,045 shares 15,045 $503K 0.02% -1,688 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,605 shares; 2025Q1: 1,438 shares; 2025Q2: 1,719 shares; 2025Q3: 1,724 shares; 2025Q4: 1,715 shares; 2026Q1: 1,661 shares 1,661 $502K 0.02% -54 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 1,932 shares; 2025Q1: 1,998 shares; 2025Q2: 2,762 shares; 2025Q3: 6,671 shares; 2025Q4: 7,187 shares; 2026Q1: 6,621 shares 6,621 $502K 0.02% -566 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 10,571 shares; 2025Q1: 10,409 shares; 2025Q2: 10,995 shares; 2025Q3: 8,106 shares; 2025Q4: 9,125 shares; 2026Q1: 9,485 shares 9,485 $500K 0.02% +360 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,107 shares; 2025Q1: 9,717 shares; 2025Q2: 9,717 shares; 2025Q3: 9,557 shares; 2025Q4: 9,522 shares; 2026Q1: 9,412 shares 9,412 $497K 0.02% -110 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 11,872 shares; 2025Q1: 8,567 shares; 2025Q2: 8,797 shares; 2025Q3: 8,847 shares; 2025Q4: 9,552 shares; 2026Q1: 10,311 shares 10,311 $488K 0.02% +759 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,566 shares; 2024Q4: 14,674 shares; 2025Q1: 15,841 shares; 2025Q2: 15,515 shares; 2025Q3: 27,409 shares; 2025Q4: 18,302 shares; 2026Q1: 16,969 shares 16,969 $487K 0.02% -1,333 Timeline STIP 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: 28,090 shares; 2024Q4: 6,880 shares; 2025Q1: 6,390 shares; 2025Q2: 6,140 shares; 2025Q3: 6,095 shares; 2025Q4: 4,752 shares; 2026Q1: 4,709 shares 4,709 $487K 0.02% -43 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,440 shares; 2025Q1: 2,138 shares; 2025Q2: 2,184 shares; 2025Q3: 1,697 shares; 2025Q4: 1,683 shares; 2026Q1: 1,658 shares 1,658 $484K 0.02% -25 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 1,276 shares; 2025Q2: 1,405 shares; 2025Q3: 2,040 shares; 2025Q4: 5,405 shares; 2026Q1: 3,146 shares 3,146 $482K 0.02% -2,259 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,395 shares; 2024Q4: 26,826 shares; 2025Q1: 30,705 shares; 2025Q2: 74,055 shares; 2025Q3: 70,239 shares; 2025Q4: 48,033 shares; 2026Q1: 48,033 shares 48,033 $482K 0.02% 0 Timeline SPMO 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: 1,192 shares; 2025Q2: 1,301 shares; 2025Q3: 4,634 shares; 2025Q4: 3,918 shares; 2026Q1: 4,233 shares 4,233 $475K 0.02% +315 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,641 shares; 2025Q1: 4,224 shares; 2025Q2: 3,414 shares; 2025Q3: 3,486 shares; 2025Q4: 3,158 shares; 2026Q1: 3,384 shares 3,384 $475K 0.02% +226 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,092 shares; 2025Q4: 7,562 shares; 2026Q1: 7,627 shares 7,627 $475K 0.02% +65 Timeline CALF 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: 56,645 shares; 2024Q4: 61,400 shares; 2025Q1: 66,914 shares; 2025Q2: 74,595 shares; 2025Q3: 74,745 shares; 2025Q4: 77,063 shares; 2026Q1: 10,573 shares 10,573 $474K 0.02% -66,490 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 11,714 shares; 2025Q1: 14,838 shares; 2025Q2: 15,165 shares; 2025Q3: 5,701 shares; 2025Q4: 3,723 shares; 2026Q1: 3,469 shares 3,469 $472K 0.02% -254 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,257 shares; 2026Q1: 24,557 shares 24,557 $472K 0.02% +300 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 14,061 shares; 2025Q1: 24,111 shares; 2025Q2: 10,448 shares; 2025Q3: 14,801 shares; 2025Q4: 9,816 shares; 2026Q1: 10,255 shares 10,255 $471K 0.02% +439 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,743 shares; 2025Q3: 17,743 shares; 2025Q4: 17,743 shares; 2026Q1: 17,357 shares 17,357 $469K 0.02% -386 Timeline TOPW 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: 14,000 shares; 2026Q1: 14,000 shares 14,000 $465K 0.02% 0 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,689 shares; 2024Q4: 16,729 shares; 2025Q1: 17,182 shares; 2025Q2: 18,382 shares; 2025Q3: 17,477 shares; 2025Q4: 13,097 shares; 2026Q1: 13,297 shares 13,297 $463K 0.02% +200 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,339 shares; 2025Q1: 16,414 shares; 2025Q2: 16,894 shares; 2025Q3: 16,973 shares; 2025Q4: 17,055 shares; 2026Q1: 41,805 shares 41,805 $461K 0.02% +24,750 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,230 shares; 2025Q1: 2,274 shares; 2025Q2: 3,184 shares; 2025Q3: 3,209 shares; 2025Q4: 3,509 shares; 2026Q1: 3,548 shares 3,548 $455K 0.02% +39 Timeline TBIL 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: 6,463 shares; 2024Q4: 6,463 shares; 2025Q1: 8,473 shares; 2025Q2: 11,776 shares; 2025Q3: 11,905 shares; 2025Q4: 9,126 shares; 2026Q1: 9,097 shares 9,097 $454K 0.02% -29 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,616 shares; 2025Q1: 2,620 shares; 2025Q2: 2,699 shares; 2025Q3: 2,719 shares; 2025Q4: 2,643 shares; 2026Q1: 1,998 shares 1,998 $452K 0.02% -645 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 15,247 shares; 2025Q1: 15,796 shares; 2025Q2: 17,264 shares; 2025Q3: 17,447 shares; 2025Q4: 17,483 shares; 2026Q1: 17,571 shares 17,571 $451K 0.02% +88 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,968 shares; 2024Q4: 15,871 shares; 2025Q1: 17,589 shares; 2025Q2: 17,819 shares; 2025Q3: 19,990 shares; 2025Q4: 21,873 shares; 2026Q1: 16,788 shares 16,788 $451K 0.02% -5,085 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,682 shares; 2025Q1: 5,682 shares; 2025Q2: 14,004 shares; 2025Q3: 14,004 shares; 2025Q4: 16,129 shares; 2026Q1: 19,501 shares 19,501 $448K 0.02% +3,372 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,062 shares; 2025Q1: 2,444 shares; 2025Q2: 4,287 shares; 2025Q3: 4,396 shares; 2025Q4: 2,028 shares; 2026Q1: 1,370 shares 1,370 $447K 0.02% -658 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,261 shares; 2025Q1: 5,028 shares; 2025Q2: 5,187 shares; 2025Q3: 5,155 shares; 2025Q4: 5,585 shares; 2026Q1: 4,626 shares 4,626 $446K 0.02% -959 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 15,614 shares; 2025Q3: 18,614 shares; 2025Q4: 22,250 shares; 2026Q1: 22,250 shares 22,250 $443K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 483 shares; 2025Q2: 476 shares; 2025Q3: 691 shares; 2025Q4: 462 shares; 2026Q1: 458 shares 458 $440K 0.02% -4 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,868 shares; 2025Q1: 4,773 shares; 2025Q2: 6,500 shares; 2025Q3: 5,992 shares; 2025Q4: 5,004 shares; 2026Q1: 4,900 shares 4,900 $440K 0.02% -104 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 13,388 shares; 2025Q1: 12,794 shares; 2025Q2: 12,835 shares; 2025Q3: 14,276 shares; 2025Q4: 14,359 shares; 2026Q1: 13,099 shares 13,099 $439K 0.02% -1,260 Timeline AOR 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: 6,800 shares; 2024Q4: 6,580 shares; 2025Q1: 7,590 shares; 2025Q2: 7,945 shares; 2025Q3: 7,890 shares; 2025Q4: 8,398 shares; 2026Q1: 6,780 shares 6,780 $436K 0.02% -1,618 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 365 shares 365 $434K 0.02% +1 DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,175 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $430K 0.02% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,639 shares; 2025Q1: 3,353 shares; 2025Q2: 3,222 shares; 2025Q3: 2,804 shares; 2025Q4: 2,653 shares; 2026Q1: 2,367 shares 2,367 $430K 0.02% -286 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 7,769 shares; 2025Q1: 7,269 shares; 2025Q2: 7,410 shares; 2025Q3: 7,319 shares; 2025Q4: 7,397 shares; 2026Q1: 6,927 shares 6,927 $429K 0.02% -470 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 8,575 shares; 2025Q4: 8,575 shares; 2026Q1: 8,276 shares 8,276 $429K 0.02% -299 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,332 shares; 2024Q4: 19,973 shares; 2025Q1: 20,052 shares; 2025Q2: 20,263 shares; 2025Q3: 22,176 shares; 2025Q4: 24,105 shares; 2026Q1: 17,287 shares 17,287 $429K 0.02% -6,818 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,372 shares; 2024Q4: 7,254 shares; 2025Q1: 10,211 shares; 2025Q2: 26,770 shares; 2025Q3: 8,497 shares; 2025Q4: 8,063 shares; 2026Q1: 7,491 shares 7,491 $428K 0.02% -572 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,334 shares; 2025Q1: 1,473 shares; 2025Q2: 1,458 shares; 2025Q3: 2,260 shares; 2025Q4: 1,667 shares; 2026Q1: 1,605 shares 1,605 $427K 0.02% -62 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $426K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,844 shares; 2025Q1: 3,920 shares; 2025Q2: 3,855 shares; 2025Q3: 3,964 shares; 2025Q4: 4,161 shares; 2026Q1: 4,124 shares 4,124 $423K 0.02% -37 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,339 shares; 2025Q1: 2,345 shares; 2025Q2: 2,587 shares; 2025Q3: 3,154 shares; 2025Q4: 2,233 shares; 2026Q1: 2,180 shares 2,180 $423K 0.02% -53 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,657 shares 14,657 $421K 0.02% new Timeline FTSM 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: 2,521 shares; 2024Q4: 8,336 shares; 2025Q1: 10,086 shares; 2025Q2: 10,627 shares; 2025Q3: 10,770 shares; 2025Q4: 8,487 shares; 2026Q1: 7,050 shares 7,050 $421K 0.02% -1,437 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,438 shares; 2025Q1: 1,602 shares; 2025Q2: 1,563 shares; 2025Q3: 3,332 shares; 2025Q4: 1,638 shares; 2026Q1: 1,439 shares 1,439 $418K 0.02% -199 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,997 shares; 2025Q1: 3,997 shares; 2025Q2: 3,998 shares; 2025Q3: 3,998 shares; 2025Q4: 3,998 shares; 2026Q1: 3,495 shares 3,495 $418K 0.02% -503 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,364 shares; 2025Q4: 4,621 shares; 2026Q1: 4,399 shares 4,399 $417K 0.02% -222 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 19,017 shares; 2025Q1: 14,329 shares; 2025Q2: 11,030 shares; 2025Q3: 11,840 shares; 2025Q4: 19,752 shares; 2026Q1: 23,461 shares 23,461 $416K 0.02% +3,709 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 1,739 shares 1,739 $414K 0.02% +732 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,307 shares; 2024Q4: 45,660 shares; 2025Q1: 45,582 shares; 2025Q2: 44,725 shares; 2025Q3: 45,503 shares; 2025Q4: 48,022 shares; 2026Q1: 47,129 shares 47,129 $414K 0.02% -893 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 5,124 shares; 2025Q2: 10,484 shares; 2025Q3: 10,484 shares; 2025Q4: 10,484 shares; 2026Q1: 10,484 shares 10,484 $413K 0.02% 0 Timeline VCSH 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: 3,530 shares; 2024Q4: 7,079 shares; 2025Q1: 5,939 shares; 2025Q2: 5,052 shares; 2025Q3: 5,103 shares; 2025Q4: 5,076 shares; 2026Q1: 5,191 shares 5,191 $411K 0.02% +115 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,587 shares; 2024Q4: 6,329 shares; 2025Q1: 6,248 shares; 2025Q2: 6,221 shares; 2025Q3: 4,710 shares; 2025Q4: 4,979 shares; 2026Q1: 4,980 shares 4,980 $409K 0.02% +1 Timeline QYLD 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: 245,986 shares; 2024Q4: 27,830 shares; 2025Q1: 32,781 shares; 2025Q2: 31,715 shares; 2025Q3: 29,003 shares; 2025Q4: 28,947 shares; 2026Q1: 22,888 shares 22,888 $408K 0.02% -6,059 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 280 shares; 2025Q1: 908 shares; 2025Q2: 754 shares; 2025Q3: 730 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $407K 0.02% 0 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: 8,719 shares; 2025Q2: 8,719 shares; 2025Q3: 18,666 shares; 2025Q4: 13,786 shares; 2026Q1: 13,786 shares 13,786 $407K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,606 shares; 2025Q1: 4,484 shares; 2025Q2: 5,954 shares; 2025Q3: 7,019 shares; 2025Q4: 4,170 shares; 2026Q1: 5,174 shares 5,174 $406K 0.02% +1,004 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 2,249 shares; 2025Q1: 2,380 shares; 2025Q2: 2,067 shares; 2025Q3: 3,416 shares; 2025Q4: 1,700 shares; 2026Q1: 1,378 shares 1,378 $403K 0.02% -322 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,620 shares; 2025Q1: 2,632 shares; 2025Q2: 2,546 shares; 2025Q3: 2,551 shares; 2025Q4: 2,549 shares; 2026Q1: 2,917 shares 2,917 $403K 0.02% +368 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 6,134 shares; 2025Q3: 4,885 shares; 2025Q4: 3,846 shares; 2026Q1: 4,042 shares 4,042 $402K 0.02% +196 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 11,914 shares; 2025Q1: 11,914 shares; 2025Q2: 12,869 shares; 2025Q3: 12,869 shares; 2025Q4: 12,869 shares; 2026Q1: 12,869 shares 12,869 $402K 0.02% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,457 shares; 2025Q1: 2,586 shares; 2025Q2: 2,713 shares; 2025Q3: 2,962 shares; 2025Q4: 3,067 shares; 2026Q1: 2,493 shares 2,493 $400K 0.02% -574 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,585 shares; 2025Q1: 1,809 shares; 2025Q2: 1,774 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 2,882 shares 2,882 $400K 0.02% +1,492 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 3,388 shares; 2025Q1: 1,692 shares; 2025Q2: 5,124 shares; 2025Q3: 6,027 shares; 2025Q4: 6,180 shares; 2026Q1: 3,581 shares 3,581 $399K 0.02% -2,599 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 7,154 shares; 2025Q1: 7,768 shares; 2025Q2: 7,877 shares; 2025Q3: 7,853 shares; 2025Q4: 8,120 shares; 2026Q1: 7,106 shares 7,106 $399K 0.02% -1,014 Timeline USFR 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: 14,973 shares; 2024Q4: 20,298 shares; 2025Q1: 51,324 shares; 2025Q2: 19,119 shares; 2025Q3: 19,642 shares; 2025Q4: 8,331 shares; 2026Q1: 7,935 shares 7,935 $399K 0.02% -396 Timeline GCOR 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: 70,235 shares; 2024Q4: 71,956 shares; 2025Q1: 74,516 shares; 2025Q2: 76,689 shares; 2025Q3: 76,568 shares; 2025Q4: 9,637 shares; 2026Q1: 9,637 shares 9,637 $398K 0.02% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,694 shares; 2024Q4: 129,440 shares; 2025Q1: 129,079 shares; 2025Q2: 129,962 shares; 2025Q3: 136,641 shares; 2025Q4: 30,792 shares; 2026Q1: 30,792 shares 30,792 $396K 0.02% 0 Timeline SEPU 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: 13,989 shares; 2025Q2: 13,989 shares; 2025Q3: 13,989 shares; 2025Q4: 13,989 shares; 2026Q1: 13,989 shares 13,989 $392K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,963 shares; 2025Q1: 2,122 shares; 2025Q2: 1,584 shares; 2025Q3: 1,581 shares; 2025Q4: 1,467 shares; 2026Q1: 1,499 shares 1,499 $386K 0.02% +32 Timeline OEF 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: 534 shares; 2024Q4: 532 shares; 2025Q1: 1,452 shares; 2025Q2: 1,360 shares; 2025Q3: 1,439 shares; 2025Q4: 1,162 shares; 2026Q1: 1,207 shares 1,207 $384K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,489 shares; 2026Q1: 14,003 shares 14,003 $384K 0.02% +2,514 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 3,777 shares; 2025Q1: 4,229 shares; 2025Q2: 3,897 shares; 2025Q3: 4,986 shares; 2025Q4: 3,041 shares; 2026Q1: 2,683 shares 2,683 $383K 0.02% -358 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,962 shares; 2025Q1: 5,817 shares; 2025Q2: 5,770 shares; 2025Q3: 5,774 shares; 2025Q4: 5,612 shares; 2026Q1: 5,616 shares 5,616 $382K 0.02% +4 Timeline HOOW 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: 1,425 shares; 2025Q4: 4,621 shares; 2026Q1: 17,096 shares 17,096 $382K 0.02% +12,475 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,542 shares; 2025Q1: 4,517 shares; 2025Q2: 4,412 shares; 2025Q3: 4,593 shares; 2025Q4: 5,296 shares; 2026Q1: 5,114 shares 5,114 $380K 0.02% -182 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,962 shares; 2025Q4: 4,754 shares; 2026Q1: 5,891 shares 5,891 $378K 0.02% +1,137 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,186 shares; 2024Q4: 9,061 shares; 2025Q1: 9,170 shares; 2025Q2: 8,793 shares; 2025Q3: 11,032 shares; 2025Q4: 8,361 shares; 2026Q1: 8,148 shares 8,148 $376K 0.02% -213 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 9,086 shares; 2025Q1: 9,086 shares; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares; 2025Q4: 9,086 shares; 2026Q1: 9,086 shares 9,086 $373K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 4,042 shares; 2025Q1: 3,929 shares; 2025Q2: 3,855 shares; 2025Q3: 3,783 shares; 2025Q4: 4,023 shares; 2026Q1: 3,918 shares 3,918 $372K 0.02% -105 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 675 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $371K 0.02% 0 Timeline CPNM 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: 5,917 shares; 2025Q2: 5,917 shares; 2025Q3: 5,917 shares; 2025Q4: 5,917 shares; 2026Q1: 14,229 shares 14,229 $371K 0.02% +8,312 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,304 shares; 2025Q2: 1,296 shares; 2025Q3: 2,083 shares; 2025Q4: 1,698 shares; 2026Q1: 1,780 shares 1,780 $367K 0.02% +82 Timeline IEI 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: 1,679 shares; 2024Q4: 1,624 shares; 2025Q1: 1,761 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,746 shares; 2026Q1: 3,057 shares 3,057 $363K 0.02% +1,311 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,680 shares; 2026Q1: 6,360 shares 6,360 $362K 0.02% -3,320 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,971 shares; 2024Q4: 10,607 shares; 2025Q1: 3,120 shares; 2025Q2: 2,197 shares; 2025Q3: 15,411 shares; 2025Q4: 32,104 shares; 2026Q1: 3,326 shares 3,326 $362K 0.02% -28,778 Timeline DBEM 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: 16,381 shares; 2024Q4: 11,464 shares; 2025Q1: 10,658 shares; 2025Q2: 10,525 shares; 2025Q3: 10,525 shares; 2025Q4: 10,663 shares; 2026Q1: 10,581 shares 10,581 $361K 0.02% -82 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,212 shares; 2025Q3: 25,319 shares; 2025Q4: 24,325 shares; 2026Q1: 24,294 shares 24,294 $361K 0.02% -31 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,600 shares; 2025Q1: 3,000 shares; 2025Q2: 2,900 shares; 2025Q3: 3,709 shares; 2025Q4: 3,705 shares; 2026Q1: 3,694 shares 3,694 $357K 0.02% -11 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,635 shares; 2024Q4: 16,635 shares; 2025Q1: 9,085 shares; 2025Q2: 9,085 shares; 2025Q3: 7,448 shares; 2025Q4: 7,448 shares; 2026Q1: 7,448 shares 7,448 $357K 0.02% 0 Timeline XBJL 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: 63,864 shares; 2024Q4: 60,877 shares; 2025Q1: 58,113 shares; 2025Q2: 10,645 shares; 2025Q3: 9,381 shares; 2025Q4: 9,381 shares; 2026Q1: 9,381 shares 9,381 $357K 0.02% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,407 shares; 2026Q1: 13,407 shares 13,407 $356K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,177 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $355K 0.02% 0 Timeline SPHQ 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: 3,198 shares; 2024Q4: 3,202 shares; 2025Q1: 3,205 shares; 2025Q2: 3,208 shares; 2025Q3: 4,582 shares; 2025Q4: 4,716 shares; 2026Q1: 4,721 shares 4,721 $355K 0.02% +5 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,941 shares; 2025Q3: 6,133 shares; 2025Q4: 9,508 shares; 2026Q1: 8,428 shares 8,428 $354K 0.02% -1,080 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,820 shares 11,820 $354K 0.02% new Timeline CPSU 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: 13,646 shares; 2025Q3: 13,646 shares; 2025Q4: 12,946 shares; 2026Q1: 12,946 shares 12,946 $352K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: 1,368 shares; 2026Q1: 1,771 shares 1,771 $351K 0.02% +403 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,246 shares; 2025Q1: 946 shares; 2025Q2: 1,041 shares; 2025Q3: 1,092 shares; 2025Q4: 1,096 shares; 2026Q1: 1,068 shares 1,068 $351K 0.02% -28 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: 4,529 shares; 2025Q4: 5,366 shares; 2026Q1: 5,132 shares 5,132 $351K 0.02% -234 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,218 shares 6,218 $347K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,411 shares; 2026Q1: 16,929 shares 16,929 $346K 0.02% +4,518 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,799 shares; 2025Q1: 47,798 shares; 2025Q2: 12,486 shares; 2025Q3: 11,328 shares; 2025Q4: 10,285 shares; 2026Q1: 12,013 shares 12,013 $345K 0.02% +1,728 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,258 shares; 2025Q1: 3,062 shares; 2025Q2: 3,084 shares; 2025Q3: 3,633 shares; 2025Q4: 3,655 shares; 2026Q1: 6,498 shares 6,498 $343K 0.02% +2,843 Timeline AUGW 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: 13,340 shares; 2024Q4: 13,340 shares; 2025Q1: 10,629 shares; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares; 2026Q1: 10,629 shares 10,629 $342K 0.02% 0 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,541 shares 9,541 $342K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,779 shares; 2024Q4: 16,524 shares; 2025Q1: 18,756 shares; 2025Q2: 16,479 shares; 2025Q3: 16,877 shares; 2025Q4: 14,567 shares; 2026Q1: 14,622 shares 14,622 $340K 0.02% +55 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 8,964 shares; 2025Q1: 8,881 shares; 2025Q2: 8,207 shares; 2025Q3: 9,184 shares; 2025Q4: 1,790 shares; 2026Q1: 1,705 shares 1,705 $337K 0.02% -85 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,726 shares; 2025Q1: 1,655 shares; 2025Q2: 1,695 shares; 2025Q3: 1,769 shares; 2025Q4: 1,741 shares; 2026Q1: 1,644 shares 1,644 $335K 0.02% -97 Timeline SCHV 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: 2,776 shares; 2024Q4: 9,675 shares; 2025Q1: 10,527 shares; 2025Q2: 11,543 shares; 2025Q3: 11,558 shares; 2025Q4: 10,953 shares; 2026Q1: 10,957 shares 10,957 $334K 0.02% +4 Timeline CPNS 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: 37,603 shares; 2025Q1: 37,603 shares; 2025Q2: not reported; 2025Q3: 19,422 shares; 2025Q4: 12,303 shares; 2026Q1: 12,303 shares 12,303 $334K 0.02% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 6,081 shares; 2025Q1: 8,069 shares; 2025Q2: 8,156 shares; 2025Q3: 5,393 shares; 2025Q4: 4,273 shares; 2026Q1: 3,893 shares 3,893 $333K 0.02% -380 Timeline CPSF 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: 10,112 shares; 2025Q2: 10,112 shares; 2025Q3: 10,112 shares; 2025Q4: 10,112 shares; 2026Q1: 13,023 shares 13,023 $333K 0.02% +2,911 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: 2,105 shares; 2025Q3: 2,123 shares; 2025Q4: 2,151 shares; 2026Q1: 240 shares 240 $331K 0.02% -1,911 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,444 shares; 2025Q1: 1,657 shares; 2025Q2: 1,745 shares; 2025Q3: 3,767 shares; 2025Q4: 1,897 shares; 2026Q1: 2,100 shares 2,100 $330K 0.02% +203 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 7,564 shares; 2025Q2: 5,658 shares; 2025Q3: 5,672 shares; 2025Q4: 4,690 shares; 2026Q1: 4,697 shares 4,697 $330K 0.02% +7 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 925 shares; 2025Q1: 1,025 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,098 shares 1,098 $328K 0.02% +5 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,968 shares; 2024Q4: 8,557 shares; 2025Q1: 8,528 shares; 2025Q2: 7,729 shares; 2025Q3: 7,698 shares; 2025Q4: 7,690 shares; 2026Q1: 7,025 shares 7,025 $328K 0.02% -665 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 5,348 shares; 2025Q1: 2,686 shares; 2025Q2: 3,026 shares; 2025Q3: 2,992 shares; 2025Q4: 3,325 shares; 2026Q1: 3,285 shares 3,285 $326K 0.02% -40 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 7,730 shares; 2025Q1: 7,731 shares; 2025Q2: 7,732 shares; 2025Q3: 7,869 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares 7,909 $325K 0.02% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,920 shares; 2025Q1: 2,223 shares; 2025Q2: 2,234 shares; 2025Q3: 2,549 shares; 2025Q4: 2,601 shares; 2026Q1: 2,093 shares 2,093 $325K 0.02% -508 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares 5,275 $324K 0.02% 0 Timeline DMAR 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: 7,978 shares; 2025Q2: 7,978 shares; 2025Q3: 7,978 shares; 2025Q4: 8,208 shares; 2026Q1: 7,652 shares 7,652 $324K 0.02% -556 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,675 shares; 2025Q3: 8,702 shares; 2025Q4: 6,557 shares; 2026Q1: 6,568 shares 6,568 $324K 0.02% +11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 13,527 shares; 2025Q1: 10,911 shares; 2025Q2: 10,858 shares; 2025Q3: 10,607 shares; 2025Q4: 9,609 shares; 2026Q1: 9,616 shares 9,616 $322K 0.02% +7 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,036 shares; 2025Q1: 5,073 shares; 2025Q2: 5,367 shares; 2025Q3: 8,034 shares; 2025Q4: 7,015 shares; 2026Q1: 6,689 shares 6,689 $322K 0.02% -326 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 8,409 shares; 2025Q1: 2,835 shares; 2025Q2: 3,079 shares; 2025Q3: 2,994 shares; 2025Q4: 2,936 shares; 2026Q1: 2,451 shares 2,451 $321K 0.02% -485 Timeline ZJUN 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: 12,284 shares; 2025Q3: 12,284 shares; 2025Q4: 12,284 shares; 2026Q1: 11,897 shares 11,897 $320K 0.02% -387 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,467 shares; 2025Q4: 9,420 shares; 2026Q1: 9,600 shares 9,600 $320K 0.02% +180 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,647 shares; 2025Q1: 3,572 shares; 2025Q2: 4,724 shares; 2025Q3: 4,742 shares; 2025Q4: 3,378 shares; 2026Q1: 3,991 shares 3,991 $319K 0.02% +613 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: 842 shares; 2024Q4: 773 shares; 2025Q1: 732 shares; 2025Q2: 730 shares; 2025Q3: 708 shares; 2025Q4: 705 shares; 2026Q1: 688 shares 688 $319K 0.02% -17 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,458 shares 4,458 $319K 0.02% new Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,285 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares 8,285 $318K 0.02% 0 Timeline BJAN 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: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 25,458 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 5,289 shares; 2026Q1: 5,928 shares 5,928 $316K 0.02% +639 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,125 shares 9,125 $316K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 1,992 shares; 2025Q4: 2,131 shares; 2026Q1: 3,569 shares 3,569 $315K 0.01% +1,438 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 5,200 shares 5,200 $315K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641 shares; 2025Q1: 715 shares; 2025Q2: 762 shares; 2025Q3: 783 shares; 2025Q4: 777 shares; 2026Q1: 757 shares 757 $315K 0.01% -20 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,482 shares; 2025Q1: 2,543 shares; 2025Q2: 2,535 shares; 2025Q3: 4,628 shares; 2025Q4: 5,256 shares; 2026Q1: 4,781 shares 4,781 $314K 0.01% -475 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,599 shares; 2025Q1: 52,222 shares; 2025Q2: 58,184 shares; 2025Q3: 60,612 shares; 2025Q4: 40,178 shares; 2026Q1: 9,481 shares 9,481 $314K 0.01% -30,697 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,027 shares; 2024Q4: 9,238 shares; 2025Q1: 8,944 shares; 2025Q2: 8,635 shares; 2025Q3: 8,242 shares; 2025Q4: 8,457 shares; 2026Q1: 8,801 shares 8,801 $314K 0.01% +344 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,736 shares; 2025Q1: 3,017 shares; 2025Q2: 3,121 shares; 2025Q3: 3,364 shares; 2025Q4: 3,427 shares; 2026Q1: 4,391 shares 4,391 $313K 0.01% +964 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 3,120 shares; 2026Q1: 3,136 shares 3,136 $311K 0.01% +16 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,707 shares; 2024Q4: 21,116 shares; 2025Q1: 19,902 shares; 2025Q2: 16,483 shares; 2025Q3: 15,583 shares; 2025Q4: 15,583 shares; 2026Q1: 15,483 shares 15,483 $311K 0.01% -100 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 180 shares; 2025Q4: not reported; 2026Q1: 716 shares 716 $310K 0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,582 shares; 2025Q4: 1,599 shares; 2026Q1: 2,872 shares 2,872 $310K 0.01% +1,273 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,429 shares; 2025Q1: 1,578 shares; 2025Q2: 1,449 shares; 2025Q3: 1,447 shares; 2025Q4: 1,446 shares; 2026Q1: 454 shares 454 $310K 0.01% -992 Timeline QDPL 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: 7,560 shares; 2024Q4: 7,743 shares; 2025Q1: 7,920 shares; 2025Q2: 7,612 shares; 2025Q3: 7,678 shares; 2025Q4: 7,705 shares; 2026Q1: 7,729 shares 7,729 $310K 0.01% +24 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,901 shares; 2025Q1: 7,971 shares; 2025Q2: 2,706 shares; 2025Q3: 2,535 shares; 2025Q4: 2,580 shares; 2026Q1: 2,131 shares 2,131 $309K 0.01% -449 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: 5,041 shares; 2025Q1: 4,961 shares; 2025Q2: 4,966 shares; 2025Q3: 4,192 shares; 2025Q4: 4,167 shares; 2026Q1: 4,196 shares 4,196 $306K 0.01% +29 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,405 shares; 2025Q3: 18,405 shares; 2025Q4: 7,885 shares; 2026Q1: 7,885 shares 7,885 $306K 0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 1,444 shares; 2025Q1: 1,382 shares; 2025Q2: 1,802 shares; 2025Q3: 1,835 shares; 2025Q4: 1,885 shares; 2026Q1: 1,865 shares 1,865 $306K 0.01% -20 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 3,887 shares; 2025Q1: 4,249 shares; 2025Q2: 4,063 shares; 2025Q3: 7,070 shares; 2025Q4: 2,111 shares; 2026Q1: 1,779 shares 1,779 $303K 0.01% -332 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,450 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,680 shares; 2025Q4: 3,000 shares; 2026Q1: 3,405 shares 3,405 $301K 0.01% +405 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,573 shares; 2024Q4: 22,108 shares; 2025Q1: 22,333 shares; 2025Q2: 22,574 shares; 2025Q3: 22,821 shares; 2025Q4: 23,079 shares; 2026Q1: 24,977 shares 24,977 $301K 0.01% +1,898 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,003 shares 11,003 $300K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,180 shares; 2025Q1: 1,052 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,024 shares; 2026Q1: 1,225 shares 1,225 $299K 0.01% +201 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 4,793 shares; 2025Q1: 6,547 shares; 2025Q2: 6,327 shares; 2025Q3: 5,982 shares; 2025Q4: 6,012 shares; 2026Q1: 7,926 shares 7,926 $298K 0.01% +1,914 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,304 shares; 2024Q4: 16,468 shares; 2025Q1: 15,802 shares; 2025Q2: 10,101 shares; 2025Q3: 10,511 shares; 2025Q4: 10,972 shares; 2026Q1: 13,769 shares 13,769 $298K 0.01% +2,797 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,543 shares; 2026Q1: 14,568 shares 14,568 $298K 0.01% +25 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 184 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 169 shares; 2026Q1: 172 shares 172 $297K 0.01% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,743 shares; 2025Q1: 2,657 shares; 2025Q2: 2,502 shares; 2025Q3: 2,506 shares; 2025Q4: 2,562 shares; 2026Q1: 2,507 shares 2,507 $296K 0.01% -55 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,151 shares; 2024Q4: 10,151 shares; 2025Q1: 10,151 shares; 2025Q2: 10,751 shares; 2025Q3: 11,107 shares; 2025Q4: 11,107 shares; 2026Q1: 11,107 shares 11,107 $296K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464 $295K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 368 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 328 shares; 2025Q4: 307 shares; 2026Q1: 276 shares 276 $295K 0.01% -31 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 2,165 shares 2,165 $293K 0.01% +644 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 577 shares; 2025Q1: 718 shares; 2025Q2: 1,139 shares; 2025Q3: 2,143 shares; 2025Q4: 2,025 shares; 2026Q1: 1,680 shares 1,680 $293K 0.01% -345 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: 3,003 shares; 2025Q4: 3,296 shares; 2026Q1: 6,543 shares 6,543 $293K 0.01% +3,247 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,115 shares; 2025Q1: 9,641 shares; 2025Q2: 10,310 shares; 2025Q3: 9,794 shares; 2025Q4: 11,397 shares; 2026Q1: 7,601 shares 7,601 $293K 0.01% -3,796 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,504 shares; 2025Q4: 3,591 shares; 2026Q1: 3,623 shares 3,623 $292K 0.01% +32 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,840 shares; 2025Q1: 1,894 shares; 2025Q2: 2,267 shares; 2025Q3: 1,753 shares; 2025Q4: 1,384 shares; 2026Q1: 1,429 shares 1,429 $292K 0.01% +45 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,197 shares; 2025Q1: 6,394 shares; 2025Q2: 6,394 shares; 2025Q3: 7,172 shares; 2025Q4: 7,751 shares; 2026Q1: 7,751 shares 7,751 $291K 0.01% 0 Timeline TDIV 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: 1,395 shares; 2024Q4: 2,516 shares; 2025Q1: 2,517 shares; 2025Q2: 2,518 shares; 2025Q3: 2,658 shares; 2025Q4: 2,545 shares; 2026Q1: 3,112 shares 3,112 $291K 0.01% +567 Timeline ET 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: 18,995 shares; 2024Q4: 18,955 shares; 2025Q1: 20,792 shares; 2025Q2: 17,785 shares; 2025Q3: 11,984 shares; 2025Q4: 13,928 shares; 2026Q1: 14,880 shares 14,880 $287K 0.01% +952 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 8,877 shares; 2025Q1: 5,482 shares; 2025Q2: 11,949 shares; 2025Q3: 12,815 shares; 2025Q4: 4,550 shares; 2026Q1: 4,234 shares 4,234 $286K 0.01% -316 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,522 shares; 2025Q1: 2,337 shares; 2025Q2: 1,656 shares; 2025Q3: 1,660 shares; 2025Q4: 1,574 shares; 2026Q1: 1,564 shares 1,564 $285K 0.01% -10 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559 $285K 0.01% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,100 shares; 2025Q1: 3,300 shares; 2025Q2: 2,225 shares; 2025Q3: 1,725 shares; 2025Q4: 3,925 shares; 2026Q1: 3,925 shares 3,925 $285K 0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,161 shares; 2024Q4: 14,433 shares; 2025Q1: 14,513 shares; 2025Q2: 14,243 shares; 2025Q3: 14,645 shares; 2025Q4: 14,728 shares; 2026Q1: 14,810 shares 14,810 $284K 0.01% +82 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 8,324 shares 8,324 $280K 0.01% +4,319 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,693 shares; 2025Q1: 4,348 shares; 2025Q2: 5,157 shares; 2025Q3: 5,503 shares; 2025Q4: 5,647 shares; 2026Q1: 5,913 shares 5,913 $279K 0.01% +266 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,860 shares; 2025Q1: 4,171 shares; 2025Q2: 3,250 shares; 2025Q3: 2,745 shares; 2025Q4: 3,114 shares; 2026Q1: 3,053 shares 3,053 $279K 0.01% -61 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 3,879 shares; 2025Q1: 3,882 shares; 2025Q2: 3,941 shares; 2025Q3: 3,961 shares; 2025Q4: 3,967 shares; 2026Q1: 3,357 shares 3,357 $278K 0.01% -610 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,350 shares; 2025Q1: 1,398 shares; 2025Q2: 1,398 shares; 2025Q3: 1,400 shares; 2025Q4: 1,388 shares; 2026Q1: 1,360 shares 1,360 $276K 0.01% -28 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 1,778 shares; 2025Q1: 1,750 shares; 2025Q2: 1,619 shares; 2025Q3: 1,326 shares; 2025Q4: 1,411 shares; 2026Q1: 2,405 shares 2,405 $276K 0.01% +994 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,624 shares; 2025Q1: 4,433 shares; 2025Q2: 4,258 shares; 2025Q3: 4,225 shares; 2025Q4: 4,150 shares; 2026Q1: 4,231 shares 4,231 $276K 0.01% +81 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,776 shares; 2025Q3: 1,797 shares; 2025Q4: 2,468 shares; 2026Q1: 2,151 shares 2,151 $276K 0.01% -317 Timeline IWY 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: 544 shares; 2024Q4: 533 shares; 2025Q1: 702 shares; 2025Q2: 683 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $275K 0.01% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15,884 shares; 2025Q1: 15,884 shares; 2025Q2: 15,884 shares; 2025Q3: 15,884 shares; 2025Q4: 15,884 shares; 2026Q1: 15,884 shares 15,884 $275K 0.01% 0 Timeline SCHM 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: 3,582 shares; 2024Q4: 10,742 shares; 2025Q1: 10,929 shares; 2025Q2: 10,702 shares; 2025Q3: 9,059 shares; 2025Q4: 8,841 shares; 2026Q1: 8,835 shares 8,835 $274K 0.01% -6 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,396 shares; 2025Q1: 951 shares; 2025Q2: 1,702 shares; 2025Q3: 1,794 shares; 2025Q4: 1,715 shares; 2026Q1: 1,718 shares 1,718 $274K 0.01% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 807 shares; 2025Q1: 2,691 shares; 2025Q2: 480 shares; 2025Q3: 496 shares; 2025Q4: 477 shares; 2026Q1: 508 shares 508 $274K 0.01% +31 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,533 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares 3,429 $274K 0.01% 0 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,341 shares 7,341 $274K 0.01% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,422 shares; 2025Q1: 36,779 shares; 2025Q2: 87,207 shares; 2025Q3: 98,935 shares; 2025Q4: 30,590 shares; 2026Q1: 8,031 shares 8,031 $272K 0.01% -22,559 Timeline SPLV 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: 4,826 shares; 2024Q4: 3,636 shares; 2025Q1: 15,435 shares; 2025Q2: 3,548 shares; 2025Q3: 3,277 shares; 2025Q4: 3,344 shares; 2026Q1: 3,693 shares 3,693 $270K 0.01% +349 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $270K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 3,133 shares; 2025Q1: 4,750 shares; 2025Q2: 5,266 shares; 2025Q3: 4,337 shares; 2025Q4: 5,832 shares; 2026Q1: 6,598 shares 6,598 $269K 0.01% +766 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 3,074 shares; 2025Q1: 3,808 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 6,535 shares 6,535 $269K 0.01% +2,827 Timeline XDSQ 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 6,371 shares; 2025Q2: 7,162 shares; 2025Q3: 11,045 shares; 2025Q4: 6,757 shares; 2026Q1: 6,757 shares 6,757 $267K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,910 shares; 2025Q1: 3,916 shares; 2025Q2: 5,385 shares; 2025Q3: 4,638 shares; 2025Q4: 4,591 shares; 2026Q1: 4,614 shares 4,614 $266K 0.01% +23 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: not reported; 2025Q1: 3,299 shares; 2025Q2: 4,045 shares; 2025Q3: 4,406 shares; 2025Q4: 4,827 shares; 2026Q1: 6,988 shares 6,988 $264K 0.01% +2,161 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 9,847 shares; 2025Q1: 9,848 shares; 2025Q2: 10,230 shares; 2025Q3: 10,151 shares; 2025Q4: 9,831 shares; 2026Q1: 10,117 shares 10,117 $264K 0.01% +286 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: 5,046 shares; 2024Q4: 4,810 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 5,985 shares; 2025Q4: 5,823 shares; 2026Q1: 5,823 shares 5,823 $264K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 787 shares; 2025Q1: 750 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 751 shares; 2026Q1: 1,147 shares 1,147 $263K 0.01% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,843 shares; 2026Q1: 3,480 shares 3,480 $262K 0.01% -10,363 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,976 shares; 2026Q1: 2,533 shares 2,533 $261K 0.01% +557 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,389 shares; 2025Q1: 6,389 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares; 2025Q4: 6,389 shares; 2026Q1: 6,389 shares 6,389 $261K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,491 shares; 2024Q4: 97,343 shares; 2025Q1: 92,068 shares; 2025Q2: 73,133 shares; 2025Q3: 69,689 shares; 2025Q4: 32,666 shares; 2026Q1: 8,131 shares 8,131 $260K 0.01% -24,535 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,018 shares 23,018 $260K 0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,237 shares; 2025Q1: 13,237 shares; 2025Q2: 13,119 shares; 2025Q3: 5,220 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares 5,462 $260K 0.01% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 6,991 shares; 2025Q1: 6,624 shares; 2025Q2: 6,622 shares; 2025Q3: 7,126 shares; 2025Q4: 7,080 shares; 2026Q1: 7,088 shares 7,088 $257K 0.01% +8 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,626 shares; 2025Q1: 11,698 shares; 2025Q2: 10,152 shares; 2025Q3: 10,719 shares; 2025Q4: 11,271 shares; 2026Q1: 10,332 shares 10,332 $256K 0.01% -939 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,341 shares; 2024Q4: 23,680 shares; 2025Q1: 22,970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $256K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 728 shares; 2025Q1: 715 shares; 2025Q2: 693 shares; 2025Q3: 695 shares; 2025Q4: 618 shares; 2026Q1: 917 shares 917 $255K 0.01% +299 Timeline SHLD 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: 3,605 shares 3,605 $255K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,267 shares; 2025Q1: 2,539 shares; 2025Q2: 2,551 shares; 2025Q3: 2,571 shares; 2025Q4: 2,380 shares; 2026Q1: 2,154 shares 2,154 $253K 0.01% -226 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,235 shares 9,235 $253K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,714 shares; 2025Q3: 6,714 shares; 2025Q4: 6,884 shares; 2026Q1: 7,110 shares 7,110 $252K 0.01% +226 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,571 shares; 2025Q4: 9,737 shares; 2026Q1: 14,099 shares 14,099 $247K 0.01% +4,362 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,339 shares; 2025Q1: 4,888 shares; 2025Q2: 5,185 shares; 2025Q3: 5,102 shares; 2025Q4: 8,106 shares; 2026Q1: 2,664 shares 2,664 $247K 0.01% -5,442 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 5,485 shares 5,485 $246K 0.01% +3,139 Timeline PBMY 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: 8,119 shares; 2025Q3: 8,119 shares; 2025Q4: 8,119 shares; 2026Q1: 8,119 shares 8,119 $246K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $245K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,079 shares; 2025Q1: 6,044 shares; 2025Q2: 6,092 shares; 2025Q3: 6,350 shares; 2025Q4: 6,103 shares; 2026Q1: 879 shares 879 $242K 0.01% -5,224 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,648 shares; 2025Q1: 4,200 shares; 2025Q2: 4,153 shares; 2025Q3: 4,209 shares; 2025Q4: 4,136 shares; 2026Q1: 4,186 shares 4,186 $241K 0.01% +50 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: 9,776 shares; 2024Q4: 9,776 shares; 2025Q1: 9,776 shares; 2025Q2: 9,776 shares; 2025Q3: 9,776 shares; 2025Q4: 9,776 shares; 2026Q1: 9,776 shares 9,776 $241K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,999 shares; 2025Q1: 2,408 shares; 2025Q2: 1,756 shares; 2025Q3: 1,906 shares; 2025Q4: 1,956 shares; 2026Q1: 2,320 shares 2,320 $240K 0.01% +364 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,506 shares; 2025Q1: 4,568 shares; 2025Q2: 5,131 shares; 2025Q3: 4,876 shares; 2025Q4: 4,887 shares; 2026Q1: 3,320 shares 3,320 $240K 0.01% -1,567 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,410 shares; 2025Q3: 5,445 shares; 2025Q4: 119,487 shares; 2026Q1: 8,143 shares 8,143 $240K 0.01% -111,344 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,800 shares 11,800 $240K 0.01% new Timeline SFLR 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: 5,186 shares; 2024Q4: 14,099 shares; 2025Q1: 15,838 shares; 2025Q2: 6,855 shares; 2025Q3: 6,919 shares; 2025Q4: 6,991 shares; 2026Q1: 6,766 shares 6,766 $240K 0.01% -225 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,802 shares; 2025Q3: 2,803 shares; 2025Q4: 2,769 shares; 2026Q1: 2,770 shares 2,770 $239K 0.01% +1 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,441 shares; 2025Q1: 4,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,653 shares; 2026Q1: 5,430 shares 5,430 $239K 0.01% +777 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $238K 0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,798 shares; 2025Q2: 176,162 shares; 2025Q3: 205,682 shares; 2025Q4: 11,913 shares; 2026Q1: 10,615 shares 10,615 $237K 0.01% -1,298 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: not reported; 2025Q1: 1,804 shares; 2025Q2: 1,774 shares; 2025Q3: 3,278 shares; 2025Q4: 3,527 shares; 2026Q1: 3,049 shares 3,049 $235K 0.01% -478 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 10,431 shares; 2025Q4: 10,414 shares; 2026Q1: 10,414 shares 10,414 $235K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,414 shares; 2025Q1: 3,447 shares; 2025Q2: 3,494 shares; 2025Q3: 3,759 shares; 2025Q4: 4,939 shares; 2026Q1: 4,834 shares 4,834 $234K 0.01% -105 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,039 shares; 2025Q1: 2,614 shares; 2025Q2: 2,574 shares; 2025Q3: 6,879 shares; 2025Q4: 2,705 shares; 2026Q1: 3,100 shares 3,100 $233K 0.01% +395 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 4,960 shares; 2025Q4: 5,324 shares; 2026Q1: 5,362 shares 5,362 $233K 0.01% +38 Timeline DDNQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,974 shares 11,974 $233K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,160 shares; 2026Q1: 9,518 shares 9,518 $232K 0.01% +1,358 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,049 shares; 2025Q1: 1,525 shares; 2025Q2: 1,214 shares; 2025Q3: 1,181 shares; 2025Q4: 1,569 shares; 2026Q1: 2,061 shares 2,061 $232K 0.01% +492 Timeline HYG 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: 1,706 shares; 2024Q4: 13,837 shares; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,699 shares; 2025Q4: 3,048 shares; 2026Q1: 2,880 shares 2,880 $229K 0.01% -168 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 901 shares; 2025Q1: 845 shares; 2025Q2: 791 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 646 shares 646 $229K 0.01% -12 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,591 shares; 2025Q1: 19,875 shares; 2025Q2: 19,358 shares; 2025Q3: 3,075 shares; 2025Q4: 3,242 shares; 2026Q1: 3,437 shares 3,437 $228K 0.01% +195 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,466 shares; 2025Q1: 6,166 shares; 2025Q2: 5,608 shares; 2025Q3: 5,710 shares; 2025Q4: 4,835 shares; 2026Q1: 4,420 shares 4,420 $228K 0.01% -415 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,287 shares; 2025Q1: 6,212 shares; 2025Q2: 6,177 shares; 2025Q3: 16,184 shares; 2025Q4: 10,177 shares; 2026Q1: 4,477 shares 4,477 $227K 0.01% -5,700 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,637 shares; 2024Q4: 15,647 shares; 2025Q1: 14,952 shares; 2025Q2: 5,394 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares; 2026Q1: 4,148 shares 4,148 $227K 0.01% -1,007 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 3,746 shares; 2025Q1: 3,580 shares; 2025Q2: 3,619 shares; 2025Q3: 3,383 shares; 2025Q4: 3,824 shares; 2026Q1: 3,862 shares 3,862 $226K 0.01% +38 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 2,927 shares; 2025Q1: 2,957 shares; 2025Q2: 2,957 shares; 2025Q3: 2,457 shares; 2025Q4: 2,726 shares; 2026Q1: 2,630 shares 2,630 $224K 0.01% -96 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 7,218 shares; 2025Q1: 7,296 shares; 2025Q2: 10,909 shares; 2025Q3: 11,329 shares; 2025Q4: 12,157 shares; 2026Q1: 11,136 shares 11,136 $223K 0.01% -1,021 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,690 shares; 2025Q1: 1,938 shares; 2025Q2: 1,914 shares; 2025Q3: 2,706 shares; 2025Q4: 3,079 shares; 2026Q1: 2,365 shares 2,365 $222K 0.01% -714 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,598 shares; 2025Q1: 2,476 shares; 2025Q2: 831 shares; 2025Q3: 686 shares; 2025Q4: 684 shares; 2026Q1: 550 shares 550 $222K 0.01% -134 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253,223 shares; 2024Q4: 1,266,376 shares; 2025Q1: 1,322,154 shares; 2025Q2: 1,362,668 shares; 2025Q3: 1,334,949 shares; 2025Q4: 1,335,468 shares; 2026Q1: 10,650 shares 10,650 $222K 0.01% -1,324,818 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,496 shares; 2025Q1: 1,492 shares; 2025Q2: 1,868 shares; 2025Q3: 2,842 shares; 2025Q4: 2,131 shares; 2026Q1: 1,847 shares 1,847 $219K 0.01% -284 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 869 shares; 2025Q1: 945 shares; 2025Q2: 886 shares; 2025Q3: 893 shares; 2025Q4: 655 shares; 2026Q1: 610 shares 610 $217K 0.01% -45 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,125 shares; 2025Q1: 5,801 shares; 2025Q2: 5,271 shares; 2025Q3: 5,390 shares; 2025Q4: 5,215 shares; 2026Q1: 5,218 shares 5,218 $217K 0.01% +3 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 6,382 shares; 2025Q4: 7,247 shares; 2026Q1: 8,033 shares 8,033 $217K 0.01% +786 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 2,103 shares; 2025Q4: 2,261 shares; 2026Q1: 2,516 shares 2,516 $216K 0.01% +255 Timeline SHY 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: 2,138 shares; 2025Q4: 2,439 shares; 2026Q1: 2,604 shares 2,604 $215K 0.01% +165 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,426 shares; 2024Q4: 15,751 shares; 2025Q1: 15,591 shares; 2025Q2: 15,623 shares; 2025Q3: 15,654 shares; 2025Q4: 15,684 shares; 2026Q1: 15,716 shares 15,716 $215K 0.01% +32 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,283 shares; 2025Q2: 7,432 shares; 2025Q3: 9,896 shares; 2025Q4: 9,988 shares; 2026Q1: 5,774 shares 5,774 $215K 0.01% -4,214 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,223 shares; 2024Q4: 32,830 shares; 2025Q1: 29,580 shares; 2025Q2: 31,150 shares; 2025Q3: 31,482 shares; 2025Q4: 6,714 shares; 2026Q1: 6,245 shares 6,245 $214K 0.01% -469 Timeline BTGD 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: 4,550 shares; 2026Q1: 7,809 shares 7,809 $214K 0.01% +3,259 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,896 shares; 2026Q1: 8,906 shares 8,906 $213K 0.01% +3,010 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,273 shares; 2026Q1: 2,273 shares 2,273 $212K 0.01% 0 Timeline IUSG 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,379 shares; 2026Q1: 1,367 shares 1,367 $212K 0.01% -12 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 12,873 shares; 2025Q1: 12,873 shares; 2025Q2: 12,873 shares; 2025Q3: 12,873 shares; 2025Q4: 10,335 shares; 2026Q1: 10,335 shares 10,335 $212K 0.01% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,752 shares; 2024Q4: 42,673 shares; 2025Q1: 4,642 shares; 2025Q2: 4,642 shares; 2025Q3: 5,602 shares; 2025Q4: 6,223 shares; 2026Q1: 5,963 shares 5,963 $211K 0.01% -260 Timeline GRID 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: 895 shares; 2025Q2: 865 shares; 2025Q3: 812 shares; 2025Q4: 932 shares; 2026Q1: 1,289 shares 1,289 $211K 0.01% +357 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: 18,796 shares; 2024Q4: 19,278 shares; 2025Q1: 24,118 shares; 2025Q2: 17,147 shares; 2025Q3: 17,999 shares; 2025Q4: 18,364 shares; 2026Q1: 14,609 shares 14,609 $211K 0.01% -3,755 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,136 shares; 2025Q1: 536 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 740 shares; 2026Q1: 639 shares 639 $210K 0.01% -101 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,870 shares; 2026Q1: 4,870 shares 4,870 $208K 0.01% 0 Timeline QQQH 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: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,916 shares; 2025Q4: 4,377 shares; 2026Q1: 4,046 shares 4,046 $207K 0.01% -331 Timeline CPSP 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: 7,840 shares; 2025Q3: 7,840 shares; 2025Q4: 7,840 shares; 2026Q1: 7,840 shares 7,840 $207K 0.01% 0 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,880 shares; 2025Q1: 10,880 shares; 2025Q2: 10,880 shares; 2025Q3: 10,880 shares; 2025Q4: 10,880 shares; 2026Q1: 10,880 shares 10,880 $207K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares; 2026Q1: 4,421 shares 4,421 $206K 0.01% -325 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,392 shares; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,904 shares 4,904 $206K 0.01% +512 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares; 2026Q1: 7,879 shares 7,879 $206K 0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,924 shares; 2025Q4: 8,818 shares; 2026Q1: 8,934 shares 8,934 $205K 0.01% +116 Timeline CPRA 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: 7,621 shares; 2025Q3: 7,621 shares; 2025Q4: 7,621 shares; 2026Q1: 7,621 shares 7,621 $205K 0.01% 0 Timeline IGSB 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: 6,726 shares; 2024Q4: 6,446 shares; 2025Q1: 6,084 shares; 2025Q2: 6,084 shares; 2025Q3: 4,664 shares; 2025Q4: 4,664 shares; 2026Q1: 3,877 shares 3,877 $204K 0.01% -787 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 5,125 shares; 2025Q1: 5,858 shares; 2025Q2: 5,347 shares; 2025Q3: 5,547 shares; 2025Q4: 5,506 shares; 2026Q1: 5,518 shares 5,518 $204K 0.01% +12 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 867 shares; 2025Q1: 959 shares; 2025Q2: 1,124 shares; 2025Q3: 783 shares; 2025Q4: 1,033 shares; 2026Q1: 1,089 shares 1,089 $203K 0.01% +56 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,530 shares; 2025Q2: 40,028 shares; 2025Q3: 80,191 shares; 2025Q4: 48,477 shares; 2026Q1: 11,017 shares 11,017 $202K 0.01% -37,460 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,732 shares; 2025Q1: 4,736 shares; 2025Q2: 4,739 shares; 2025Q3: 4,743 shares; 2025Q4: 4,736 shares; 2026Q1: 4,989 shares 4,989 $201K 0.01% +253 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 1,145 shares; 2025Q1: 1,146 shares; 2025Q2: 1,168 shares; 2025Q3: 1,118 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $201K 0.01% 0 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS 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: 2,389 shares; 2025Q4: 2,389 shares; 2026Q1: 2,314 shares 2,314 $201K 0.01% -75 Timeline BLDG 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: not reported; 2025Q3: 6,858 shares; 2025Q4: 8,007 shares; 2026Q1: 8,382 shares 8,382 $201K 0.01% +375 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 3,245 shares; 2025Q3: 3,870 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $199K 0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares 3,448 $196K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 10,925 shares; 2025Q1: 10,460 shares; 2025Q2: 10,807 shares; 2025Q3: 19,744 shares; 2025Q4: 11,896 shares; 2026Q1: 11,785 shares 11,785 $194K 0.01% -111 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,864 shares; 2024Q4: 12,761 shares; 2025Q1: 32,819 shares; 2025Q2: 39,259 shares; 2025Q3: 5,329 shares; 2025Q4: 20,168 shares; 2026Q1: 4,149 shares 4,149 $194K 0.01% -16,019 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 738 shares; 2025Q1: 695 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 696 shares; 2026Q1: 602 shares 602 $193K 0.01% -94 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,793 shares; 2025Q1: 1,815 shares; 2025Q2: 1,842 shares; 2025Q3: 3,510 shares; 2025Q4: 1,894 shares; 2026Q1: 1,824 shares 1,824 $193K 0.01% -70 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,000 shares; 2026Q1: 3,000 shares 3,000 $193K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 103 shares; 2025Q1: 99 shares; 2025Q2: 1,650 shares; 2025Q3: 1,746 shares; 2025Q4: 1,936 shares; 2026Q1: 2,081 shares 2,081 $192K 0.01% +145 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: not reported; 2025Q3: 3,837 shares; 2025Q4: 3,837 shares; 2026Q1: 3,837 shares 3,837 $191K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 3,149 shares; 2025Q1: 3,564 shares; 2025Q2: 4,534 shares; 2025Q3: 3,732 shares; 2025Q4: 3,814 shares; 2026Q1: 2,174 shares 2,174 $189K 0.01% -1,640 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,549 shares; 2025Q1: 1,530 shares; 2025Q2: 1,560 shares; 2025Q3: 1,190 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares 1,196 $189K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares 2,652 $188K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares 2,067 $188K 0.01% new Timeline HDV 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: 1,486 shares; 2024Q4: 1,481 shares; 2025Q1: 1,471 shares; 2025Q2: 1,496 shares; 2025Q3: 1,333 shares; 2025Q4: 1,012 shares; 2026Q1: 1,387 shares 1,387 $188K 0.01% +375 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,277 shares 1,277 $186K 0.01% +27 Timeline PWB 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: 1,666 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,570 shares; 2025Q3: 1,528 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $186K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: not reported; 2025Q1: 1,673 shares; 2025Q2: 2,024 shares; 2025Q3: 2,109 shares; 2025Q4: 1,825 shares; 2026Q1: 2,625 shares 2,625 $185K 0.01% +800 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750 $185K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,548 shares; 2024Q4: 22,357 shares; 2025Q1: 22,264 shares; 2025Q2: 19,044 shares; 2025Q3: 21,247 shares; 2025Q4: 20,480 shares; 2026Q1: 19,655 shares 19,655 $184K 0.01% -825 Timeline THRO 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: 4,164 shares; 2026Q1: 5,058 shares 5,058 $183K 0.01% +894 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,036 shares; 2024Q4: 32,637 shares; 2025Q1: 3,867 shares; 2025Q2: 4,439 shares; 2025Q3: 4,181 shares; 2025Q4: 4,183 shares; 2026Q1: 3,731 shares 3,731 $183K 0.01% -452 Timeline VMBS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: not reported; 2026Q1: 3,875 shares 3,875 $182K 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: 2,817 shares; 2024Q4: 3,267 shares; 2025Q1: 3,718 shares; 2025Q2: 4,021 shares; 2025Q3: 4,008 shares; 2025Q4: 4,010 shares; 2026Q1: 3,712 shares 3,712 $182K 0.01% -298 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 694 shares; 2025Q2: 799 shares; 2025Q3: 805 shares; 2025Q4: 1,013 shares; 2026Q1: 869 shares 869 $181K 0.01% -144 Timeline JANU 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: 17,118 shares; 2025Q2: 17,118 shares; 2025Q3: 17,470 shares; 2025Q4: 6,625 shares; 2026Q1: 6,625 shares 6,625 $181K 0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,613 shares; 2026Q1: 1,767 shares 1,767 $180K 0.01% +154 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,827 shares; 2025Q2: 12,827 shares; 2025Q3: 21,709 shares; 2025Q4: 21,822 shares; 2026Q1: 21,822 shares 21,822 $180K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: not reported; 2026Q1: 1,933 shares 1,933 $180K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $179K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 338 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 413 shares; 2025Q4: 416 shares; 2026Q1: 413 shares 413 $179K 0.01% -3 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: 9,535 shares; 2024Q4: 7,740 shares; 2025Q1: 7,777 shares; 2025Q2: 7,674 shares; 2025Q3: 7,824 shares; 2025Q4: 7,149 shares; 2026Q1: 7,249 shares 7,249 $179K 0.01% +100 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 5,808 shares; 2025Q1: 5,769 shares; 2025Q2: 5,374 shares; 2025Q3: 5,374 shares; 2025Q4: 4,499 shares; 2026Q1: 4,451 shares 4,451 $179K 0.01% -48 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,287 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,356 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares 2,369 $178K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 2,360 shares; 2025Q1: 2,402 shares; 2025Q2: 2,297 shares; 2025Q3: 1,723 shares; 2025Q4: 1,709 shares; 2026Q1: 1,358 shares 1,358 $178K 0.01% -351 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 3,872 shares; 2025Q1: 3,997 shares; 2025Q2: 3,997 shares; 2025Q3: 4,393 shares; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares 4,775 $178K 0.01% 0 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,682 shares; 2025Q3: 3,718 shares; 2025Q4: 4,005 shares; 2026Q1: 4,030 shares 4,030 $178K 0.01% +25 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,392 shares; 2024Q4: 287,704 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,865 shares 13,865 $177K 0.01% new Timeline GNOM 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: 4,227 shares; 2025Q4: 4,025 shares; 2026Q1: 4,051 shares 4,051 $177K 0.01% +26 Timeline IXN 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: 1,721 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,702 shares; 2025Q3: 1,692 shares; 2025Q4: 1,619 shares; 2026Q1: 1,759 shares 1,759 $176K 0.01% +140 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 3,262 shares; 2025Q4: 3,296 shares; 2026Q1: 3,313 shares 3,313 $176K 0.01% +17 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,918 shares; 2024Q4: 11,853 shares; 2025Q1: 11,818 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,837 shares; 2026Q1: 3,898 shares 3,898 $175K 0.01% -9,939 Timeline LGOV 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: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 4,870 shares; 2025Q4: 9,252 shares; 2026Q1: 8,124 shares 8,124 $175K 0.01% -1,128 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,394 shares; 2025Q3: 3,418 shares; 2025Q4: 3,443 shares; 2026Q1: 3,467 shares 3,467 $175K 0.01% +24 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,580 shares; 2025Q1: 2,830 shares; 2025Q2: 3,085 shares; 2025Q3: 3,715 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares 3,330 $174K 0.01% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $173K 0.01% 0 Timeline OCTU 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: 28,932 shares; 2025Q2: 19,002 shares; 2025Q3: 19,002 shares; 2025Q4: 9,237 shares; 2026Q1: 6,241 shares 6,241 $172K 0.01% -2,996 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,456 shares; 2025Q1: 6,434 shares; 2025Q2: 8,160 shares; 2025Q3: 7,386 shares; 2025Q4: 8,703 shares; 2026Q1: 1,841 shares 1,841 $170K 0.01% -6,862 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $170K 0.01% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,938 shares; 2025Q4: 1,492 shares; 2026Q1: 1,943 shares 1,943 $169K 0.01% +451 Timeline UNOV 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: 4,525 shares; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares 4,525 $169K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 890 shares; 2025Q4: 1,124 shares; 2026Q1: 1,423 shares 1,423 $168K 0.01% +299 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 6,436 shares; 2025Q1: 6,099 shares; 2025Q2: 6,099 shares; 2025Q3: 5,975 shares; 2025Q4: 8,952 shares; 2026Q1: 8,887 shares 8,887 $168K 0.01% -65 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,628 shares; 2025Q1: 2,448 shares; 2025Q2: 2,290 shares; 2025Q3: 1,657 shares; 2025Q4: 1,648 shares; 2026Q1: 1,646 shares 1,646 $167K 0.01% -2 Timeline BAI 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: 3,977 shares; 2026Q1: 5,078 shares 5,078 $167K 0.01% +1,101 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,257 shares 1,257 $166K 0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 4,000 shares 4,000 $166K 0.01% new Timeline XUSP 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: 3,940 shares; 2025Q4: 3,940 shares; 2026Q1: 3,762 shares 3,762 $166K 0.01% -178 Timeline IWD 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: 940 shares; 2024Q4: 871 shares; 2025Q1: 938 shares; 2025Q2: 812 shares; 2025Q3: 813 shares; 2025Q4: 751 shares; 2026Q1: 772 shares 772 $165K 0.01% +21 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 674 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 796 shares; 2025Q4: 794 shares; 2026Q1: 794 shares 794 $165K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,567 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,490 shares; 2026Q1: 1,641 shares 1,641 $164K 0.01% +151 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 4,200 shares; 2025Q3: 4,000 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $164K 0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 3,190 shares; 2025Q4: 3,381 shares; 2026Q1: 3,096 shares 3,096 $164K 0.01% -285 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,490 shares; 2025Q1: 5,676 shares; 2025Q2: 5,798 shares; 2025Q3: 6,188 shares; 2025Q4: 6,446 shares; 2026Q1: 6,478 shares 6,478 $163K 0.01% +32 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,087 shares; 2026Q1: 12,992 shares 12,992 $163K 0.01% -2,095 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,233 shares; 2025Q2: 763 shares; 2025Q3: 962 shares; 2025Q4: 893 shares; 2026Q1: 890 shares 890 $162K 0.01% -3 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,493 shares; 2025Q1: 1,345 shares; 2025Q2: 1,251 shares; 2025Q3: 2,075 shares; 2025Q4: 1,201 shares; 2026Q1: 916 shares 916 $161K 0.01% -285 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,126 shares; 2026Q1: 1,254 shares 1,254 $160K 0.01% +128 Timeline CPSY 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: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: not reported; 2026Q1: 6,393 shares 6,393 $160K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,010 shares; 2025Q1: 980 shares; 2025Q2: 966 shares; 2025Q3: 2,080 shares; 2025Q4: 936 shares; 2026Q1: 922 shares 922 $159K 0.01% -14 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,350 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares 3,414 $159K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 5,354 shares; 2025Q1: 5,386 shares; 2025Q2: 5,491 shares; 2025Q3: 721 shares; 2025Q4: 444 shares; 2026Q1: 422 shares 422 $159K 0.01% -22 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,012 shares; 2025Q3: 5,056 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares 5,012 $158K 0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,188 shares; 2024Q4: 30,119 shares; 2025Q1: 29,639 shares; 2025Q2: 29,704 shares; 2025Q3: 27,732 shares; 2025Q4: 27,732 shares; 2026Q1: 28,037 shares 28,037 $157K 0.01% +305 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: not reported; 2026Q1: 723 shares 723 $157K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,672 shares; 2026Q1: 2,973 shares 2,973 $157K 0.01% +1,301 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,155 shares; 2025Q1: 9,519 shares; 2025Q2: 10,375 shares; 2025Q3: 11,056 shares; 2025Q4: 11,357 shares; 2026Q1: 11,746 shares 11,746 $157K 0.01% +389 Timeline XDQQ 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: 6,973 shares; 2025Q2: 6,812 shares; 2025Q3: 8,642 shares; 2025Q4: 4,236 shares; 2026Q1: 4,236 shares 4,236 $157K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,875 shares 5,875 $156K 0.01% new Timeline FMAT 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: 2,705 shares 2,705 $156K 0.01% new 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: 9,625 shares; 2024Q4: 1,948 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,645 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $156K 0.01% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,257 shares 3,257 $156K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 2,437 shares; 2025Q3: 3,262 shares; 2025Q4: 2,992 shares; 2026Q1: 2,985 shares 2,985 $155K 0.01% -7 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,753 shares 6,753 $155K 0.01% new Timeline FNDX 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: 1,767 shares; 2024Q4: 5,603 shares; 2025Q1: 6,697 shares; 2025Q2: 5,518 shares; 2025Q3: 5,797 shares; 2025Q4: 5,866 shares; 2026Q1: 5,537 shares 5,537 $154K 0.01% -329 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 15,459 shares; 2026Q1: 6,377 shares 6,377 $153K 0.01% -9,082 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,262 shares; 2025Q1: 1,264 shares; 2025Q2: 11,063 shares; 2025Q3: not reported; 2025Q4: 1,574 shares; 2026Q1: 1,607 shares 1,607 $153K 0.01% +33 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 1,631 shares; 2025Q1: 1,913 shares; 2025Q2: 1,662 shares; 2025Q3: 2,713 shares; 2025Q4: 1,883 shares; 2026Q1: 1,503 shares 1,503 $153K 0.01% -380 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares 903 $152K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 196 shares; 2025Q1: 194 shares; 2025Q2: 202 shares; 2025Q3: 211 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $151K 0.01% 0 Timeline KOLD PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,944 shares 6,944 $151K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,434 shares; 2025Q1: 1,449 shares; 2025Q2: 1,579 shares; 2025Q3: 1,240 shares; 2025Q4: 1,263 shares; 2026Q1: 834 shares 834 $150K 0.01% -429 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,667 shares; 2026Q1: 12,467 shares 12,467 $150K 0.01% -200 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 1,736 shares; 2026Q1: 2,814 shares 2,814 $150K 0.01% +1,078 Timeline XRT 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: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 1,861 shares 1,861 $150K 0.01% +282 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,311 shares; 2025Q4: 4,007 shares; 2026Q1: 4,007 shares 4,007 $149K 0.01% 0 Timeline XAUG 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: 3,996 shares; 2024Q4: 3,996 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares 3,996 $148K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,970 shares; 2025Q1: 4,380 shares; 2025Q2: 4,381 shares; 2025Q3: 12,032 shares; 2025Q4: 13,232 shares; 2026Q1: 1,557 shares 1,557 $147K 0.01% -11,675 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 502 shares; 2026Q1: 372 shares 372 $146K 0.01% -130 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,888 shares; 2025Q1: 2,288 shares; 2025Q2: 2,267 shares; 2025Q3: 1,827 shares; 2025Q4: 1,795 shares; 2026Q1: 1,896 shares 1,896 $146K 0.01% +101 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,802 shares; 2025Q4: 1,753 shares; 2026Q1: 1,831 shares 1,831 $146K 0.01% +78 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 13,043 shares; 2025Q1: 13,043 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares; 2026Q1: 13,043 shares 13,043 $146K 0.01% 0 Timeline RNIN 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: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,983 shares 4,983 $145K 0.01% +8 Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,763 shares 7,763 $145K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,576 shares; 2025Q3: 1,581 shares; 2025Q4: 1,919 shares; 2026Q1: 1,909 shares 1,909 $143K 0.01% -10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,043 shares; 2025Q2: 2,124 shares; 2025Q3: 4,052 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares 2,068 $143K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,018 shares; 2025Q2: 9,719 shares; 2025Q3: 24,205 shares; 2025Q4: 29,734 shares; 2026Q1: 5,215 shares 5,215 $143K 0.01% -24,519 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,725 shares; 2025Q1: not reported; 2025Q2: 3,454 shares; 2025Q3: 3,629 shares; 2025Q4: 3,609 shares; 2026Q1: 3,499 shares 3,499 $143K 0.01% -110 Timeline IDVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,542 shares 3,542 $143K 0.01% new 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: 38,291 shares; 2024Q4: 34,246 shares; 2025Q1: 21,906 shares; 2025Q2: 15,173 shares; 2025Q3: 17,518 shares; 2025Q4: 16,829 shares; 2026Q1: 16,829 shares 16,829 $143K 0.01% 0 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: 562 shares; 2024Q4: 540 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 462 shares; 2025Q4: 439 shares; 2026Q1: 433 shares 433 $142K 0.01% -6 Timeline HEI 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: 731 shares; 2024Q4: 683 shares; 2025Q1: 661 shares; 2025Q2: 521 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 514 shares 514 $141K 0.01% -5 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 1,700 shares; 2025Q1: 2,180 shares; 2025Q2: 3,255 shares; 2025Q3: 3,605 shares; 2025Q4: 1,330 shares; 2026Q1: 1,630 shares 1,630 $141K 0.01% +300 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,708 shares; 2025Q2: 10,591 shares; 2025Q3: 10,591 shares; 2025Q4: 4,777 shares; 2026Q1: 4,777 shares 4,777 $141K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,422 shares; 2025Q1: 1,434 shares; 2025Q2: 1,430 shares; 2025Q3: 3,018 shares; 2025Q4: 1,210 shares; 2026Q1: 1,212 shares 1,212 $140K 0.01% +2 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,893 shares 2,893 $140K 0.01% +477 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,150 shares; 2025Q1: 3,231 shares; 2025Q2: 3,094 shares; 2025Q3: 9,449 shares; 2025Q4: 2,506 shares; 2026Q1: 2,512 shares 2,512 $139K 0.01% +6 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 475 shares 475 $138K 0.01% -205 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,202 shares; 2026Q1: 2,934 shares 2,934 $138K 0.01% +732 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390 $138K 0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,275 shares 4,275 $138K 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 1,203 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 726 shares; 2025Q4: not reported; 2026Q1: 703 shares 703 $137K 0.01% new Timeline COIW 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: 2,600 shares; 2025Q4: 11,190 shares; 2026Q1: 11,190 shares 11,190 $137K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,549 shares 1,549 $136K 0.01% new Timeline ECH 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: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares 3,429 $136K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 3,704 shares; 2025Q1: 2,773 shares; 2025Q2: 2,534 shares; 2025Q3: 2,287 shares; 2025Q4: 1,953 shares; 2026Q1: 1,884 shares 1,884 $135K 0.01% -69 Timeline MNA 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,613 shares; 2025Q4: 3,701 shares; 2026Q1: 3,725 shares 3,725 $135K 0.01% +24 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares 1,234 $135K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,210 shares; 2025Q4: 7,115 shares; 2026Q1: 2,160 shares 2,160 $133K 0.01% -4,955 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,160 shares; 2026Q1: 3,160 shares 3,160 $133K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8,045 shares; 2025Q1: 6,745 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 5,855 shares; 2026Q1: 5,855 shares 5,855 $132K 0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,282 shares; 2025Q1: 2,138 shares; 2025Q2: 2,062 shares; 2025Q3: 2,061 shares; 2025Q4: 1,943 shares; 2026Q1: 1,822 shares 1,822 $132K 0.01% -121 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,066 shares 12,066 $132K 0.01% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 928 shares; 2025Q3: 975 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $132K 0.01% 0 Timeline PBMR 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: 10,857 shares; 2025Q2: 10,857 shares; 2025Q3: 10,857 shares; 2025Q4: 4,334 shares; 2026Q1: 4,334 shares 4,334 $131K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 184 shares; 2025Q3: 168 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $130K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 4,183 shares; 2025Q4: 935 shares; 2026Q1: 890 shares 890 $130K 0.01% -45 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 8,467 shares; 2025Q1: 8,469 shares; 2025Q2: 8,471 shares; 2025Q3: 8,473 shares; 2025Q4: 7,657 shares; 2026Q1: 7,589 shares 7,589 $130K 0.01% -68 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,450 shares; 2025Q1: 2,546 shares; 2025Q2: 3,411 shares; 2025Q3: 3,078 shares; 2025Q4: 1,836 shares; 2026Q1: 1,877 shares 1,877 $129K 0.01% +41 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,732 shares; 2025Q1: 8,169 shares; 2025Q2: 5,141 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares; 2026Q1: 3,847 shares 3,847 $129K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 6,486 shares; 2025Q1: 5,659 shares; 2025Q2: 6,092 shares; 2025Q3: 5,772 shares; 2025Q4: 8,176 shares; 2026Q1: 5,645 shares 5,645 $128K 0.01% -2,531 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 2,252 shares; 2026Q1: 2,397 shares 2,397 $128K 0.01% +145 Timeline LQD 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: 1,054 shares; 2026Q1: 1,170 shares 1,170 $127K 0.01% +116 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,824 shares; 2026Q1: 1,333 shares 1,333 $125K 0.01% -491 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,750 shares; 2025Q1: 7,132 shares; 2025Q2: 8,212 shares; 2025Q3: 4,974 shares; 2025Q4: 30,387 shares; 2026Q1: 5,487 shares 5,487 $125K 0.01% -24,900 Timeline SDVY 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: 3,055 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,533 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares 3,137 $124K 0.01% 0 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,158 shares; 2024Q4: 30,350 shares; 2025Q1: 34,266 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: not reported; 2026Q1: 2,328 shares 2,328 $124K 0.01% new Timeline JULU 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: 4,341 shares; 2025Q4: 4,341 shares; 2026Q1: 4,341 shares 4,341 $124K 0.01% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares 1,457 $123K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,701 shares; 2024Q4: 15,348 shares; 2025Q1: 8,621 shares; 2025Q2: 24,001 shares; 2025Q3: 23,771 shares; 2025Q4: 12,039 shares; 2026Q1: 12,039 shares 12,039 $123K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 876 shares; 2025Q1: 843 shares; 2025Q2: 845 shares; 2025Q3: 846 shares; 2025Q4: 847 shares; 2026Q1: 588 shares 588 $122K 0.01% -259 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 4,438 shares; 2025Q4: 1,791 shares; 2026Q1: 1,476 shares 1,476 $122K 0.01% -315 Timeline MUB 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: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares 1,152 $122K 0.01% new Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares; 2026Q1: 2,063 shares 2,063 $122K 0.01% +46 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,343 shares; 2025Q1: 2,331 shares; 2025Q2: 2,337 shares; 2025Q3: 1,477 shares; 2025Q4: 1,483 shares; 2026Q1: 1,489 shares 1,489 $121K 0.01% +6 Timeline TLH 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: 1,313 shares; 2025Q3: 1,388 shares; 2025Q4: 1,215 shares; 2026Q1: 1,204 shares 1,204 $121K 0.01% -11 Timeline HELO 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: 2,724 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $120K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,588 shares; 2025Q1: 6,688 shares; 2025Q2: 8,348 shares; 2025Q3: 7,742 shares; 2025Q4: 8,131 shares; 2026Q1: 3,181 shares 3,181 $120K 0.01% -4,950 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,222 shares; 2024Q4: 25,183 shares; 2025Q1: 25,183 shares; 2025Q2: 18,446 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 15,519 shares 15,519 $119K 0.01% -2,481 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 22,639 shares; 2025Q1: 23,471 shares; 2025Q2: 23,134 shares; 2025Q3: 22,953 shares; 2025Q4: 22,764 shares; 2026Q1: 22,773 shares 22,773 $118K 0.01% +9 Timeline CPSD 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: 4,789 shares; 2026Q1: 4,558 shares 4,558 $118K 0.01% -231 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 2,343 shares; 2025Q4: 2,339 shares; 2026Q1: 2,342 shares 2,342 $117K 0.01% +3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 269 shares; 2025Q3: 287 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $116K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,303 shares; 2025Q4: 1,471 shares; 2026Q1: 1,472 shares 1,472 $116K 0.01% +1 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,718 shares; 2025Q1: 1,620 shares; 2025Q2: 1,621 shares; 2025Q3: 1,895 shares; 2025Q4: 1,615 shares; 2026Q1: 1,259 shares 1,259 $116K 0.01% -356 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,812 shares; 2025Q1: 13,515 shares; 2025Q2: 3,671 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares; 2026Q1: 3,489 shares 3,489 $116K 0.01% -245 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 400 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $114K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 2,411 shares; 2026Q1: 2,164 shares 2,164 $113K 0.01% -247 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,596 shares 2,596 $113K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 857 shares; 2025Q4: not reported; 2026Q1: 484 shares 484 $112K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,236 shares; 2025Q2: 37,088 shares; 2025Q3: 37,184 shares; 2025Q4: 37,578 shares; 2026Q1: 1,620 shares 1,620 $112K 0.01% -35,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,144 shares; 2026Q1: 3,864 shares 3,864 $112K 0.01% -280 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $111K 0.01% 0 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,139 shares 3,139 $111K 0.01% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 10,630 shares; 2025Q1: 10,710 shares; 2025Q2: 10,640 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares 3,335 $110K 0.01% 0 Timeline PMNV 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: 4,394 shares; 2026Q1: 4,394 shares 4,394 $110K 0.01% 0 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 5,947 shares; 2025Q4: 5,947 shares; 2026Q1: 5,947 shares 5,947 $110K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 5,254 shares; 2025Q4: 5,279 shares; 2026Q1: 5,279 shares 5,279 $109K 0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 1,738 shares 1,738 $109K 0.01% new Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,531 shares; 2025Q1: 5,530 shares; 2025Q2: 5,019 shares; 2025Q3: 5,161 shares; 2025Q4: 5,305 shares; 2026Q1: 5,085 shares 5,085 $109K 0.01% -220 Timeline