EFAV 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: 282,783 shares; 2024Q4: 197,917 shares; 2025Q1: 186,725 shares; 2025Q2: 235,123 shares; 2025Q3: 364,435 shares; 2025Q4: 348,098 shares; 2026Q1: 356,879 shares 356,879 $32.6M 0.03% +8,781 Timeline DDWM 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: 246,570 shares; 2024Q4: 258,574 shares; 2025Q1: 264,846 shares; 2025Q2: 276,351 shares; 2025Q3: 309,485 shares; 2025Q4: 709,217 shares; 2026Q1: 738,583 shares 738,583 $32.6M 0.03% +29,366 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,629 shares; 2024Q4: 53,957 shares; 2025Q1: 64,774 shares; 2025Q2: 60,196 shares; 2025Q3: 77,714 shares; 2025Q4: 75,013 shares; 2026Q1: 72,633 shares 72,633 $32.4M 0.03% -2,380 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,480 shares; 2024Q4: 333,397 shares; 2025Q1: 363,041 shares; 2025Q2: 378,895 shares; 2025Q3: 423,668 shares; 2025Q4: 672,268 shares; 2026Q1: 799,536 shares 799,536 $32.3M 0.03% +127,268 Timeline CFO 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: 380,922 shares; 2024Q4: 386,409 shares; 2025Q1: 392,761 shares; 2025Q2: 404,518 shares; 2025Q3: 413,297 shares; 2025Q4: 429,810 shares; 2026Q1: 435,532 shares 435,532 $32.3M 0.03% +5,722 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: 359,582 shares; 2024Q4: 379,656 shares; 2025Q1: 305,873 shares; 2025Q2: 599,039 shares; 2025Q3: 482,341 shares; 2025Q4: 468,380 shares; 2026Q1: 441,308 shares 441,308 $32.3M 0.03% -27,072 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: 520,819 shares; 2024Q4: 584,519 shares; 2025Q1: 766,329 shares; 2025Q2: 681,268 shares; 2025Q3: 735,625 shares; 2025Q4: 695,625 shares; 2026Q1: 639,743 shares 639,743 $32.3M 0.03% -55,882 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 60,237 shares; 2025Q1: 70,395 shares; 2025Q2: 72,335 shares; 2025Q3: 88,271 shares; 2025Q4: 93,852 shares; 2026Q1: 98,168 shares 98,168 $32.1M 0.03% +4,316 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,731 shares; 2024Q4: 320,226 shares; 2025Q1: 320,743 shares; 2025Q2: 372,901 shares; 2025Q3: 424,673 shares; 2025Q4: 456,564 shares; 2026Q1: 447,728 shares 447,728 $31.9M 0.03% -8,836 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: 291,449 shares; 2024Q4: 289,713 shares; 2025Q1: 299,756 shares; 2025Q2: 292,810 shares; 2025Q3: 342,252 shares; 2025Q4: 343,490 shares; 2026Q1: 345,175 shares 345,175 $31.9M 0.03% +1,685 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: 178,936 shares; 2024Q4: 179,376 shares; 2025Q1: 155,782 shares; 2025Q2: 175,023 shares; 2025Q3: 229,886 shares; 2025Q4: 254,118 shares; 2026Q1: 329,700 shares 329,700 $31.8M 0.03% +75,582 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: 308,353 shares; 2026Q1: 342,564 shares 342,564 $31.7M 0.03% +34,211 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,415 shares; 2024Q4: 90,314 shares; 2025Q1: 91,099 shares; 2025Q2: 91,896 shares; 2025Q3: 89,476 shares; 2025Q4: 81,873 shares; 2026Q1: 74,162 shares 74,162 $31.5M 0.03% -7,711 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,464 shares; 2024Q4: 229,150 shares; 2025Q1: 399,064 shares; 2025Q2: 605,862 shares; 2025Q3: 878,127 shares; 2025Q4: 1,167,848 shares; 2026Q1: 1,383,323 shares 1,383,323 $31.3M 0.03% +215,475 Timeline VIS 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: 128,677 shares; 2024Q4: 127,728 shares; 2025Q1: 134,969 shares; 2025Q2: 99,294 shares; 2025Q3: 105,676 shares; 2025Q4: 104,544 shares; 2026Q1: 99,976 shares 99,976 $31.2M 0.03% -4,568 Timeline BUFF 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: 315,142 shares; 2024Q4: 332,071 shares; 2025Q1: 382,582 shares; 2025Q2: 400,966 shares; 2025Q3: 562,459 shares; 2025Q4: 612,919 shares; 2026Q1: 631,312 shares 631,312 $31.2M 0.03% +18,393 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,885 shares; 2024Q4: 125,831 shares; 2025Q1: 126,528 shares; 2025Q2: 147,261 shares; 2025Q3: 179,827 shares; 2025Q4: 178,949 shares; 2026Q1: 203,045 shares 203,045 $31M 0.03% +24,096 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,306 shares; 2024Q4: 483,093 shares; 2025Q1: 446,776 shares; 2025Q2: 399,916 shares; 2025Q3: 399,255 shares; 2025Q4: 399,183 shares; 2026Q1: 403,499 shares 403,499 $30.9M 0.03% +4,316 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,284 shares; 2025Q2: 349,845 shares; 2025Q3: 607,279 shares; 2025Q4: 682,264 shares; 2026Q1: 753,355 shares 753,355 $30.8M 0.03% +71,091 Timeline FJAN 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: 143,229 shares; 2024Q4: 120,563 shares; 2025Q1: 446,757 shares; 2025Q2: 466,395 shares; 2025Q3: 473,470 shares; 2025Q4: 262,853 shares; 2026Q1: 608,364 shares 608,364 $30.7M 0.03% +345,511 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: 192,322 shares; 2024Q4: 182,382 shares; 2025Q1: 202,816 shares; 2025Q2: 204,789 shares; 2025Q3: 240,081 shares; 2025Q4: 244,204 shares; 2026Q1: 210,662 shares 210,662 $30.6M 0.03% -33,542 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,489 shares; 2024Q4: 211,071 shares; 2025Q1: 160,388 shares; 2025Q2: 254,647 shares; 2025Q3: 315,489 shares; 2025Q4: 447,457 shares; 2026Q1: 587,388 shares 587,388 $30.4M 0.03% +139,931 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,675 shares; 2024Q4: 28,431 shares; 2025Q1: 30,303 shares; 2025Q2: 45,112 shares; 2025Q3: 72,722 shares; 2025Q4: 94,554 shares; 2026Q1: 112,415 shares 112,415 $30.4M 0.03% +17,861 Timeline JNK 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: 288,050 shares; 2024Q4: 296,944 shares; 2025Q1: 311,120 shares; 2025Q2: 300,667 shares; 2025Q3: 334,577 shares; 2025Q4: 327,377 shares; 2026Q1: 317,286 shares 317,286 $30.4M 0.03% -10,091 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,067 shares; 2025Q1: 60,048 shares; 2025Q2: 138,396 shares; 2025Q3: 130,914 shares; 2025Q4: 178,520 shares; 2026Q1: 292,669 shares 292,669 $30.4M 0.03% +114,149 Timeline VSS 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: 260,928 shares; 2024Q4: 229,804 shares; 2025Q1: 235,330 shares; 2025Q2: 197,055 shares; 2025Q3: 204,878 shares; 2025Q4: 222,097 shares; 2026Q1: 208,276 shares 208,276 $30.4M 0.03% -13,821 Timeline VOOG 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: 75,623 shares; 2024Q4: 75,498 shares; 2025Q1: 53,510 shares; 2025Q2: 52,619 shares; 2025Q3: 64,425 shares; 2025Q4: 72,506 shares; 2026Q1: 73,900 shares 73,900 $30.1M 0.03% +1,394 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,133 shares; 2024Q4: 416,053 shares; 2025Q1: 388,630 shares; 2025Q2: 382,493 shares; 2025Q3: 667,211 shares; 2025Q4: 604,457 shares; 2026Q1: 605,458 shares 605,458 $30.1M 0.03% +1,001 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,444 shares; 2024Q4: 138,874 shares; 2025Q1: 145,174 shares; 2025Q2: 429,967 shares; 2025Q3: 474,925 shares; 2025Q4: 520,617 shares; 2026Q1: 555,621 shares 555,621 $30M 0.03% +35,004 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: 150,777 shares; 2024Q4: 147,466 shares; 2025Q1: 155,135 shares; 2025Q2: 137,114 shares; 2025Q3: 217,638 shares; 2025Q4: 229,473 shares; 2026Q1: 257,158 shares 257,158 $29.8M 0.03% +27,685 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,372 shares; 2024Q4: 319,161 shares; 2025Q1: 334,733 shares; 2025Q2: 348,145 shares; 2025Q3: 442,150 shares; 2025Q4: 450,143 shares; 2026Q1: 473,400 shares 473,400 $29.7M 0.03% +23,257 Timeline IJS 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: 90,995 shares; 2024Q4: 94,029 shares; 2025Q1: 179,124 shares; 2025Q2: 96,518 shares; 2025Q3: 227,909 shares; 2025Q4: 227,872 shares; 2026Q1: 250,385 shares 250,385 $29.7M 0.03% +22,513 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,625 shares; 2025Q4: 1,089,136 shares; 2026Q1: 1,399,940 shares 1,399,940 $29.6M 0.03% +310,804 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018,001 shares; 2024Q4: 1,043,412 shares; 2025Q1: 1,032,953 shares; 2025Q2: 1,092,128 shares; 2025Q3: 1,204,532 shares; 2025Q4: 1,280,028 shares; 2026Q1: 1,396,384 shares 1,396,384 $29.5M 0.03% +116,356 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 23,635 shares; 2025Q1: 25,586 shares; 2025Q2: 33,543 shares; 2025Q3: 136,122 shares; 2025Q4: 628,370 shares; 2026Q1: 961,269 shares 961,269 $29.5M 0.03% +332,899 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,998 shares; 2024Q4: 503,551 shares; 2025Q1: 581,434 shares; 2025Q2: 636,711 shares; 2025Q3: 880,532 shares; 2025Q4: 735,598 shares; 2026Q1: 741,503 shares 741,503 $29.5M 0.03% +5,905 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: 159,354 shares; 2024Q4: 166,383 shares; 2025Q1: 181,165 shares; 2025Q2: 198,865 shares; 2025Q3: 205,294 shares; 2025Q4: 211,294 shares; 2026Q1: 225,168 shares 225,168 $29.5M 0.03% +13,874 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,328 shares; 2024Q4: 214,587 shares; 2025Q1: 305,867 shares; 2025Q2: 300,557 shares; 2025Q3: 423,770 shares; 2025Q4: 393,074 shares; 2026Q1: 573,290 shares 573,290 $29.5M 0.03% +180,216 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: not reported; 2024Q4: not reported; 2025Q1: 70,504 shares; 2025Q2: 64,831 shares; 2025Q3: 84,097 shares; 2025Q4: 81,767 shares; 2026Q1: 93,627 shares 93,627 $29.4M 0.03% +11,860 Timeline NTSX 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: 564,453 shares; 2024Q4: 571,718 shares; 2025Q1: 560,882 shares; 2025Q2: 560,794 shares; 2025Q3: 557,938 shares; 2025Q4: 561,943 shares; 2026Q1: 563,758 shares 563,758 $29.4M 0.03% +1,815 Timeline IJT 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: 117,002 shares; 2024Q4: 120,381 shares; 2025Q1: 123,018 shares; 2025Q2: 57,432 shares; 2025Q3: 168,013 shares; 2025Q4: 171,777 shares; 2026Q1: 203,028 shares 203,028 $29.4M 0.03% +31,251 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: 273,940 shares; 2024Q4: 279,557 shares; 2025Q1: 282,711 shares; 2025Q2: 246,390 shares; 2025Q3: 286,087 shares; 2025Q4: 307,707 shares; 2026Q1: 312,240 shares 312,240 $29.3M 0.03% +4,533 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,084 shares; 2024Q4: 134,273 shares; 2025Q1: 101,471 shares; 2025Q2: 109,731 shares; 2025Q3: 164,862 shares; 2025Q4: 162,780 shares; 2026Q1: 154,227 shares 154,227 $29.2M 0.03% -8,553 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: 924,365 shares; 2024Q4: 1,057,469 shares; 2025Q1: 1,191,474 shares; 2025Q2: 1,236,188 shares; 2025Q3: 1,522,573 shares; 2025Q4: 1,597,409 shares; 2026Q1: 1,708,064 shares 1,708,064 $29.2M 0.03% +110,655 Timeline VONE 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: 53,836 shares; 2024Q4: 54,726 shares; 2025Q1: 54,439 shares; 2025Q2: 65,437 shares; 2025Q3: 93,087 shares; 2025Q4: 94,150 shares; 2026Q1: 98,852 shares 98,852 $29.2M 0.03% +4,702 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,871 shares; 2024Q4: 33,877 shares; 2025Q1: 40,196 shares; 2025Q2: 41,630 shares; 2025Q3: 64,466 shares; 2025Q4: 81,606 shares; 2026Q1: 98,770 shares 98,770 $29.2M 0.03% +17,164 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162,265 shares; 2024Q4: 1,247,030 shares; 2025Q1: 1,398,691 shares; 2025Q2: 1,353,088 shares; 2025Q3: 1,562,285 shares; 2025Q4: 1,198,512 shares; 2026Q1: 1,256,808 shares 1,256,808 $29.1M 0.03% +58,296 Timeline DFAX 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: 321,196 shares; 2024Q4: 334,041 shares; 2025Q1: 461,320 shares; 2025Q2: 622,109 shares; 2025Q3: 843,934 shares; 2025Q4: 886,961 shares; 2026Q1: 855,795 shares 855,795 $29.1M 0.03% -31,166 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,811 shares; 2024Q4: 126,403 shares; 2025Q1: 172,525 shares; 2025Q2: 193,941 shares; 2025Q3: 240,103 shares; 2025Q4: 225,861 shares; 2026Q1: 192,694 shares 192,694 $29M 0.03% -33,167 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: 64,198 shares; 2024Q4: 72,771 shares; 2025Q1: 80,629 shares; 2025Q2: 83,699 shares; 2025Q3: 96,568 shares; 2025Q4: 113,700 shares; 2026Q1: 125,572 shares 125,572 $28.9M 0.03% +11,872 Timeline SCHR 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: 280,322 shares; 2024Q4: 591,037 shares; 2025Q1: 604,190 shares; 2025Q2: 640,429 shares; 2025Q3: 802,764 shares; 2025Q4: 915,996 shares; 2026Q1: 1,151,786 shares 1,151,786 $28.7M 0.03% +235,790 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: 58,681 shares; 2024Q4: 59,216 shares; 2025Q1: 61,133 shares; 2025Q2: 62,751 shares; 2025Q3: 107,665 shares; 2025Q4: 111,822 shares; 2026Q1: 138,323 shares 138,323 $28.7M 0.03% +26,501 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,494 shares; 2024Q4: 205,829 shares; 2025Q1: 169,660 shares; 2025Q2: 152,575 shares; 2025Q3: 171,844 shares; 2025Q4: 214,010 shares; 2026Q1: 174,083 shares 174,083 $28.6M 0.03% -39,927 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: 55,208 shares; 2024Q4: 58,990 shares; 2025Q1: 68,866 shares; 2025Q2: 65,194 shares; 2025Q3: 80,774 shares; 2025Q4: 78,150 shares; 2026Q1: 68,561 shares 68,561 $28.6M 0.03% -9,589 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: 28,721 shares; 2024Q4: 29,350 shares; 2025Q1: 28,081 shares; 2025Q2: 31,007 shares; 2025Q3: 37,485 shares; 2025Q4: 39,124 shares; 2026Q1: 39,211 shares 39,211 $28.6M 0.03% +87 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: 54,194 shares; 2024Q4: 50,141 shares; 2025Q1: 59,996 shares; 2025Q2: 63,434 shares; 2025Q3: 78,205 shares; 2025Q4: 80,956 shares; 2026Q1: 97,014 shares 97,014 $28.4M 0.03% +16,058 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,423 shares; 2024Q4: 358,013 shares; 2025Q1: 380,860 shares; 2025Q2: 384,548 shares; 2025Q3: 510,915 shares; 2025Q4: 509,451 shares; 2026Q1: 600,701 shares 600,701 $28.2M 0.03% +91,250 Timeline FYC 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: 85,852 shares; 2024Q4: 109,730 shares; 2025Q1: 154,934 shares; 2025Q2: 191,383 shares; 2025Q3: 224,472 shares; 2025Q4: 255,008 shares; 2026Q1: 289,684 shares 289,684 $28.1M 0.03% +34,676 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,858 shares; 2024Q4: 173,352 shares; 2025Q1: 305,563 shares; 2025Q2: 388,804 shares; 2025Q3: 342,363 shares; 2025Q4: 375,405 shares; 2026Q1: 383,821 shares 383,821 $28.1M 0.03% +8,416 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,169 shares; 2024Q4: 224,519 shares; 2025Q1: 260,496 shares; 2025Q2: 215,321 shares; 2025Q3: 304,054 shares; 2025Q4: 271,337 shares; 2026Q1: 248,690 shares 248,690 $27.9M 0.03% -22,647 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,369 shares; 2024Q4: 33,966 shares; 2025Q1: 49,116 shares; 2025Q2: 59,696 shares; 2025Q3: 74,958 shares; 2025Q4: 74,545 shares; 2026Q1: 70,193 shares 70,193 $27.9M 0.03% -4,352 Timeline SCHE 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: 653,625 shares; 2024Q4: 663,405 shares; 2025Q1: 750,607 shares; 2025Q2: 777,501 shares; 2025Q3: 826,069 shares; 2025Q4: 836,196 shares; 2026Q1: 847,101 shares 847,101 $27.9M 0.03% +10,905 Timeline GBIL 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: 175,305 shares; 2024Q4: 137,029 shares; 2025Q1: 153,453 shares; 2025Q2: 192,699 shares; 2025Q3: 152,039 shares; 2025Q4: 214,999 shares; 2026Q1: 278,409 shares 278,409 $27.9M 0.03% +63,410 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,286 shares; 2024Q4: 359,807 shares; 2025Q1: 355,245 shares; 2025Q2: 404,772 shares; 2025Q3: 506,873 shares; 2025Q4: 492,027 shares; 2026Q1: 525,634 shares 525,634 $27.7M 0.03% +33,607 Timeline VLUE 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: 77,365 shares; 2024Q4: 77,215 shares; 2025Q1: 74,892 shares; 2025Q2: 54,813 shares; 2025Q3: 92,796 shares; 2025Q4: 103,562 shares; 2026Q1: 194,434 shares 194,434 $27.6M 0.03% +90,872 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,132 shares; 2024Q4: 806,014 shares; 2025Q1: 514,416 shares; 2025Q2: 763,457 shares; 2025Q3: 341,392 shares; 2025Q4: 547,574 shares; 2026Q1: 513,728 shares 513,728 $27.4M 0.03% -33,846 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: not reported; 2025Q1: 13,754 shares; 2025Q2: 77,409 shares; 2025Q3: 160,918 shares; 2025Q4: 572,235 shares; 2026Q1: 827,453 shares 827,453 $27.4M 0.03% +255,218 Timeline ICOW 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: 611,992 shares; 2024Q4: 513,526 shares; 2025Q1: 525,769 shares; 2025Q2: 545,541 shares; 2025Q3: 648,621 shares; 2025Q4: 694,661 shares; 2026Q1: 643,112 shares 643,112 $27.3M 0.03% -51,549 Timeline CLIP 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: 29,037 shares; 2024Q4: 25,166 shares; 2025Q1: 66,724 shares; 2025Q2: 70,339 shares; 2025Q3: 49,735 shares; 2025Q4: 68,056 shares; 2026Q1: 271,222 shares 271,222 $27.2M 0.03% +203,166 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: 396,332 shares; 2024Q4: 407,245 shares; 2025Q1: 447,236 shares; 2025Q2: 429,456 shares; 2025Q3: 593,566 shares; 2025Q4: 629,238 shares; 2026Q1: 658,998 shares 658,998 $27.1M 0.03% +29,760 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,921 shares; 2024Q4: 598,113 shares; 2025Q1: 441,588 shares; 2025Q2: 527,388 shares; 2025Q3: 720,058 shares; 2025Q4: 704,469 shares; 2026Q1: 1,176,652 shares 1,176,652 $27M 0.03% +472,183 Timeline BILS 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: 179,133 shares; 2024Q4: 354,128 shares; 2025Q1: 427,265 shares; 2025Q2: 458,535 shares; 2025Q3: 422,010 shares; 2025Q4: 303,720 shares; 2026Q1: 268,069 shares 268,069 $26.7M 0.03% -35,651 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: 399,421 shares; 2024Q4: 801,275 shares; 2025Q1: 911,597 shares; 2025Q2: 1,008,043 shares; 2025Q3: 1,115,448 shares; 2025Q4: 1,148,207 shares; 2026Q1: 1,001,032 shares 1,001,032 $26.6M 0.03% -147,175 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 155,245 shares; 2025Q2: 204,172 shares; 2025Q3: 413,616 shares; 2025Q4: 792,326 shares; 2026Q1: 892,128 shares 892,128 $26.6M 0.03% +99,802 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,080 shares; 2024Q4: 153,035 shares; 2025Q1: 168,743 shares; 2025Q2: 169,452 shares; 2025Q3: 254,352 shares; 2025Q4: 248,597 shares; 2026Q1: 260,039 shares 260,039 $26.6M 0.03% +11,442 Timeline BUFZ 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: 263,072 shares; 2024Q4: 316,907 shares; 2025Q1: 260,360 shares; 2025Q2: 461,221 shares; 2025Q3: 511,903 shares; 2025Q4: 827,695 shares; 2026Q1: 1,008,923 shares 1,008,923 $26.5M 0.03% +181,228 Timeline SPYI 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: 52,403 shares; 2024Q4: 103,548 shares; 2025Q1: 118,632 shares; 2025Q2: 143,390 shares; 2025Q3: 275,218 shares; 2025Q4: 392,858 shares; 2026Q1: 536,814 shares 536,814 $26.5M 0.03% +143,956 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 15,395 shares; 2025Q1: 15,633 shares; 2025Q2: 16,121 shares; 2025Q3: 20,732 shares; 2025Q4: 20,720 shares; 2026Q1: 24,205 shares 24,205 $26.4M 0.03% +3,485 Timeline SYSB 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: 6,384 shares; 2024Q4: 5,799 shares; 2025Q1: not reported; 2025Q2: 4,244 shares; 2025Q3: 5,648 shares; 2025Q4: 257,588 shares; 2026Q1: 296,642 shares 296,642 $26.4M 0.03% +39,054 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: 307,433 shares; 2024Q4: 309,425 shares; 2025Q1: 263,825 shares; 2025Q2: 267,732 shares; 2025Q3: 286,998 shares; 2025Q4: 282,069 shares; 2026Q1: 282,670 shares 282,670 $26.4M 0.03% +601 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,271 shares; 2024Q4: 368,528 shares; 2025Q1: 405,669 shares; 2025Q2: 568,642 shares; 2025Q3: 713,097 shares; 2025Q4: 743,409 shares; 2026Q1: 583,130 shares 583,130 $26.3M 0.03% -160,279 Timeline CGSM 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: 326,325 shares; 2025Q1: 377,767 shares; 2025Q2: 410,680 shares; 2025Q3: 558,323 shares; 2025Q4: 701,012 shares; 2026Q1: 989,257 shares 989,257 $26M 0.03% +288,245 Timeline FSMD 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: 172,933 shares; 2024Q4: 240,203 shares; 2025Q1: 375,075 shares; 2025Q2: 407,073 shares; 2025Q3: 570,405 shares; 2025Q4: 604,170 shares; 2026Q1: 581,286 shares 581,286 $26M 0.03% -22,884 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,323 shares; 2025Q1: 21,718 shares; 2025Q2: 38,434 shares; 2025Q3: 44,568 shares; 2025Q4: 50,563 shares; 2026Q1: 63,743 shares 63,743 $26M 0.03% +13,180 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: 5,263 shares; 2024Q4: 5,476 shares; 2025Q1: 6,134 shares; 2025Q2: 6,951 shares; 2025Q3: 12,314 shares; 2025Q4: 12,596 shares; 2026Q1: 15,002 shares 15,002 $25.9M 0.03% +2,406 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,386 shares; 2024Q4: 140,219 shares; 2025Q1: 397,589 shares; 2025Q2: 414,325 shares; 2025Q3: 523,083 shares; 2025Q4: 487,045 shares; 2026Q1: 553,657 shares 553,657 $25.9M 0.03% +66,612 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: 316,757 shares; 2024Q4: 337,411 shares; 2025Q1: 266,018 shares; 2025Q2: 261,839 shares; 2025Q3: 263,764 shares; 2025Q4: 239,315 shares; 2026Q1: 224,498 shares 224,498 $25.8M 0.03% -14,817 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888,887 shares; 2024Q4: 1,036,690 shares; 2025Q1: 1,124,794 shares; 2025Q2: 1,118,033 shares; 2025Q3: 1,390,431 shares; 2025Q4: 1,473,064 shares; 2026Q1: 1,424,860 shares 1,424,860 $25.7M 0.03% -48,204 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: 71,448 shares; 2024Q4: 75,665 shares; 2025Q1: 76,283 shares; 2025Q2: 97,414 shares; 2025Q3: 130,571 shares; 2025Q4: 134,136 shares; 2026Q1: 129,027 shares 129,027 $25.6M 0.03% -5,109 Timeline MEAR 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: 58,691 shares; 2024Q4: 60,603 shares; 2025Q1: 100,412 shares; 2025Q2: 152,532 shares; 2025Q3: 203,778 shares; 2025Q4: 485,302 shares; 2026Q1: 506,011 shares 506,011 $25.5M 0.03% +20,709 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,098 shares; 2024Q4: 560,322 shares; 2025Q1: 633,796 shares; 2025Q2: 672,221 shares; 2025Q3: 813,442 shares; 2025Q4: 589,331 shares; 2026Q1: 534,512 shares 534,512 $25.4M 0.03% -54,819 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: 165,610 shares; 2024Q4: 169,285 shares; 2025Q1: 170,443 shares; 2025Q2: 169,323 shares; 2025Q3: 197,204 shares; 2025Q4: 195,814 shares; 2026Q1: 198,133 shares 198,133 $25.4M 0.03% +2,319 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,793 shares; 2025Q3: 729,807 shares; 2025Q4: 782,121 shares; 2026Q1: 866,125 shares 866,125 $25.2M 0.03% +84,004 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,623 shares; 2024Q4: 92,520 shares; 2025Q1: 104,188 shares; 2025Q2: 108,347 shares; 2025Q3: 137,330 shares; 2025Q4: 140,844 shares; 2026Q1: 144,505 shares 144,505 $25.1M 0.03% +3,661 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: 88,819 shares; 2024Q4: 84,747 shares; 2025Q1: 82,626 shares; 2025Q2: 84,570 shares; 2025Q3: 104,704 shares; 2025Q4: 101,136 shares; 2026Q1: 102,621 shares 102,621 $25.1M 0.03% +1,485 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: 2,137 shares; 2025Q2: 225,420 shares; 2025Q3: 240,782 shares; 2025Q4: 273,492 shares; 2026Q1: 252,836 shares 252,836 $25.1M 0.03% -20,656 Timeline EAGG 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: 307,239 shares; 2024Q4: 325,591 shares; 2025Q1: 426,651 shares; 2025Q2: 443,208 shares; 2025Q3: 484,314 shares; 2025Q4: 478,608 shares; 2026Q1: 526,625 shares 526,625 $25M 0.03% +48,017 Timeline ICSH 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: 447,754 shares; 2024Q4: 435,699 shares; 2025Q1: 480,070 shares; 2025Q2: 457,674 shares; 2025Q3: 485,946 shares; 2025Q4: 488,275 shares; 2026Q1: 494,588 shares 494,588 $25M 0.03% +6,313 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: 185,838 shares; 2024Q4: 284,828 shares; 2025Q1: 269,678 shares; 2025Q2: 355,574 shares; 2025Q3: 299,016 shares; 2025Q4: 268,639 shares; 2026Q1: 311,848 shares 311,848 $25M 0.03% +43,209 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,105 shares; 2024Q4: 140,829 shares; 2025Q1: 144,156 shares; 2025Q2: 149,707 shares; 2025Q3: 184,182 shares; 2025Q4: 195,028 shares; 2026Q1: 269,833 shares 269,833 $24.9M 0.03% +74,805 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,244 shares; 2024Q4: 457,277 shares; 2025Q1: 460,861 shares; 2025Q2: 408,851 shares; 2025Q3: 566,239 shares; 2025Q4: 580,336 shares; 2026Q1: 556,675 shares 556,675 $24.8M 0.03% -23,661 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 29,171 shares; 2025Q1: 32,168 shares; 2025Q2: 32,379 shares; 2025Q3: 57,104 shares; 2025Q4: 51,932 shares; 2026Q1: 52,477 shares 52,477 $24.8M 0.03% +545 Timeline DSI 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: 144,581 shares; 2024Q4: 139,912 shares; 2025Q1: 160,478 shares; 2025Q2: 177,917 shares; 2025Q3: 215,209 shares; 2025Q4: 215,498 shares; 2026Q1: 203,543 shares 203,543 $24.7M 0.03% -11,955 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: 142,940 shares; 2024Q4: 155,616 shares; 2025Q1: 178,087 shares; 2025Q2: 172,136 shares; 2025Q3: 261,720 shares; 2025Q4: 268,826 shares; 2026Q1: 283,400 shares 283,400 $24.6M 0.03% +14,574 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,205 shares; 2024Q4: 286,666 shares; 2025Q1: 273,958 shares; 2025Q2: 260,396 shares; 2025Q3: 312,485 shares; 2025Q4: 298,673 shares; 2026Q1: 330,063 shares 330,063 $24.6M 0.03% +31,390 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851,939 shares; 2024Q4: 777,242 shares; 2025Q1: 729,613 shares; 2025Q2: 697,499 shares; 2025Q3: 787,077 shares; 2025Q4: 752,530 shares; 2026Q1: 657,017 shares 657,017 $24.6M 0.03% -95,513 Timeline DON 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: 521,022 shares; 2024Q4: 515,904 shares; 2025Q1: 533,612 shares; 2025Q2: 529,675 shares; 2025Q3: 547,008 shares; 2025Q4: 549,466 shares; 2026Q1: 466,862 shares 466,862 $24.5M 0.03% -82,604 Timeline FV 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: 430,310 shares; 2024Q4: 523,758 shares; 2025Q1: 529,761 shares; 2025Q2: 541,755 shares; 2025Q3: 494,913 shares; 2025Q4: 399,891 shares; 2026Q1: 403,640 shares 403,640 $24.4M 0.03% +3,749 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: not reported; 2024Q4: not reported; 2025Q1: 54,905 shares; 2025Q2: 55,663 shares; 2025Q3: 83,749 shares; 2025Q4: 83,729 shares; 2026Q1: 82,518 shares 82,518 $24.1M 0.03% -1,211 Timeline IQDG 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: 390,305 shares; 2024Q4: 617,155 shares; 2025Q1: 589,165 shares; 2025Q2: 579,120 shares; 2025Q3: 577,364 shares; 2025Q4: 593,998 shares; 2026Q1: 599,309 shares 599,309 $24.1M 0.03% +5,311 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: 31,504 shares; 2024Q4: 90,309 shares; 2025Q1: 132,209 shares; 2025Q2: 135,400 shares; 2025Q3: 246,300 shares; 2025Q4: 314,521 shares; 2026Q1: 407,064 shares 407,064 $24M 0.03% +92,543 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,184 shares; 2024Q4: 114,610 shares; 2025Q1: 118,019 shares; 2025Q2: 132,577 shares; 2025Q3: 149,095 shares; 2025Q4: 140,557 shares; 2026Q1: 141,760 shares 141,760 $24M 0.03% +1,203 Timeline SPTS 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: 776,301 shares; 2024Q4: 703,388 shares; 2025Q1: 759,763 shares; 2025Q2: 692,836 shares; 2025Q3: 891,541 shares; 2025Q4: 911,216 shares; 2026Q1: 816,596 shares 816,596 $23.8M 0.03% -94,620 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,145 shares; 2025Q2: 77,065 shares; 2025Q3: 344,700 shares; 2025Q4: 611,626 shares; 2026Q1: 685,396 shares 685,396 $23.7M 0.03% +73,770 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,162 shares; 2025Q1: 4,312 shares; 2025Q2: 4,377 shares; 2025Q3: 7,062 shares; 2025Q4: 7,013 shares; 2026Q1: 6,947 shares 6,947 $23.5M 0.02% -66 Timeline GVI 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: 393,978 shares; 2024Q4: 120,776 shares; 2025Q1: 151,900 shares; 2025Q2: 152,807 shares; 2025Q3: 210,632 shares; 2025Q4: 208,368 shares; 2026Q1: 219,335 shares 219,335 $23.4M 0.02% +10,967 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: 155,014 shares; 2024Q4: 172,943 shares; 2025Q1: 191,846 shares; 2025Q2: 226,791 shares; 2025Q3: 400,650 shares; 2025Q4: 382,936 shares; 2026Q1: 326,591 shares 326,591 $23.4M 0.02% -56,345 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 46,601 shares; 2025Q1: 46,718 shares; 2025Q2: 48,700 shares; 2025Q3: 65,394 shares; 2025Q4: 71,200 shares; 2026Q1: 86,334 shares 86,334 $23.4M 0.02% +15,134 Timeline IJK 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: 382,926 shares; 2024Q4: 263,965 shares; 2025Q1: 260,381 shares; 2025Q2: 181,753 shares; 2025Q3: 204,988 shares; 2025Q4: 226,667 shares; 2026Q1: 231,726 shares 231,726 $23.3M 0.02% +5,059 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: 9,320 shares; 2025Q1: 9,496 shares; 2025Q2: 11,294 shares; 2025Q3: 23,871 shares; 2025Q4: 23,818 shares; 2026Q1: 23,740 shares 23,740 $23.3M 0.02% -78 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 506,074 shares; 2025Q1: 530,052 shares; 2025Q2: 523,940 shares; 2025Q3: 528,023 shares; 2025Q4: 548,620 shares; 2026Q1: 550,392 shares 550,392 $23.2M 0.02% +1,772 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: 51,153 shares; 2024Q4: 56,986 shares; 2025Q1: 66,804 shares; 2025Q2: 64,239 shares; 2025Q3: 78,252 shares; 2025Q4: 79,229 shares; 2026Q1: 80,483 shares 80,483 $23.1M 0.02% +1,254 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: 660,737 shares; 2024Q4: 728,485 shares; 2025Q1: 953,135 shares; 2025Q2: 1,072,979 shares; 2025Q3: 590,552 shares; 2025Q4: 1,071,447 shares; 2026Q1: 1,254,426 shares 1,254,426 $23.1M 0.02% +182,979 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: 213,489 shares; 2024Q4: 175,381 shares; 2025Q1: 200,589 shares; 2025Q2: 290,114 shares; 2025Q3: 357,295 shares; 2025Q4: 378,856 shares; 2026Q1: 392,344 shares 392,344 $22.9M 0.02% +13,488 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774,751 shares; 2024Q4: 1,446,222 shares; 2025Q1: 1,722,869 shares; 2025Q2: 1,627,120 shares; 2025Q3: 1,998,309 shares; 2025Q4: 2,014,804 shares; 2026Q1: 1,983,852 shares 1,983,852 $22.9M 0.02% -30,952 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: 358,770 shares; 2024Q4: 253,479 shares; 2025Q1: 286,043 shares; 2025Q2: 277,660 shares; 2025Q3: 354,722 shares; 2025Q4: 349,914 shares; 2026Q1: 335,880 shares 335,880 $22.8M 0.02% -14,034 Timeline VFLO 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: 88,959 shares; 2024Q4: 224,208 shares; 2025Q1: 259,504 shares; 2025Q2: 253,161 shares; 2025Q3: 272,614 shares; 2025Q4: 593,636 shares; 2026Q1: 575,489 shares 575,489 $22.7M 0.02% -18,147 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,312 shares; 2025Q4: 46,635 shares; 2026Q1: 481,646 shares 481,646 $22.6M 0.02% +435,011 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 31,145 shares; 2025Q1: 31,501 shares; 2025Q2: 41,695 shares; 2025Q3: 396,963 shares; 2025Q4: 404,010 shares; 2026Q1: 412,639 shares 412,639 $22.6M 0.02% +8,629 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: 130,931 shares; 2024Q4: 202,175 shares; 2025Q1: 276,977 shares; 2025Q2: 311,729 shares; 2025Q3: 344,106 shares; 2025Q4: 377,306 shares; 2026Q1: 311,154 shares 311,154 $22.5M 0.02% -66,152 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,495 shares; 2024Q4: 173,854 shares; 2025Q1: 192,699 shares; 2025Q2: 207,033 shares; 2025Q3: 308,454 shares; 2025Q4: 326,912 shares; 2026Q1: 361,632 shares 361,632 $22.4M 0.02% +34,720 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: 64,601 shares; 2024Q4: 64,094 shares; 2025Q1: 72,087 shares; 2025Q2: 73,405 shares; 2025Q3: 80,988 shares; 2025Q4: 73,034 shares; 2026Q1: 83,442 shares 83,442 $22.3M 0.02% +10,408 Timeline IWX 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: 440,282 shares; 2024Q4: 67,686 shares; 2025Q1: 344,708 shares; 2025Q2: 43,862 shares; 2025Q3: 52,638 shares; 2025Q4: 263,019 shares; 2026Q1: 239,314 shares 239,314 $22.2M 0.02% -23,705 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: 176,655 shares; 2024Q4: 171,417 shares; 2025Q1: 159,746 shares; 2025Q2: 147,926 shares; 2025Q3: 219,569 shares; 2025Q4: 219,660 shares; 2026Q1: 221,199 shares 221,199 $22.2M 0.02% +1,539 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: 514,301 shares; 2024Q4: 413,694 shares; 2025Q1: 398,007 shares; 2025Q2: 393,444 shares; 2025Q3: 398,888 shares; 2025Q4: 409,700 shares; 2026Q1: 444,339 shares 444,339 $22.2M 0.02% +34,639 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: 398,418 shares; 2024Q4: 226,651 shares; 2025Q1: 451,613 shares; 2025Q2: 465,275 shares; 2025Q3: 447,897 shares; 2025Q4: 269,985 shares; 2026Q1: 396,679 shares 396,679 $22.2M 0.02% +126,694 Timeline DFUV 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: 428,690 shares; 2024Q4: 523,458 shares; 2025Q1: 373,818 shares; 2025Q2: 362,103 shares; 2025Q3: 392,716 shares; 2025Q4: 447,732 shares; 2026Q1: 456,868 shares 456,868 $22.1M 0.02% +9,136 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 30,569 shares; 2025Q1: 121,573 shares; 2025Q2: 127,873 shares; 2025Q3: 221,841 shares; 2025Q4: 291,819 shares; 2026Q1: 435,824 shares 435,824 $22.1M 0.02% +144,005 Timeline BBLU 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: 170,331 shares; 2024Q4: 247,241 shares; 2025Q1: 439,307 shares; 2025Q2: 767,499 shares; 2025Q3: 906,750 shares; 2025Q4: 1,194,896 shares; 2026Q1: 1,496,579 shares 1,496,579 $22.1M 0.02% +301,683 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,654 shares; 2024Q4: 168,400 shares; 2025Q1: 189,314 shares; 2025Q2: 192,858 shares; 2025Q3: 221,501 shares; 2025Q4: 218,857 shares; 2026Q1: 225,939 shares 225,939 $22.1M 0.02% +7,082 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: 86,547 shares; 2024Q4: 71,350 shares; 2025Q1: 76,391 shares; 2025Q2: 78,035 shares; 2025Q3: 112,492 shares; 2025Q4: 117,463 shares; 2026Q1: 105,982 shares 105,982 $22M 0.02% -11,481 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,123 shares; 2024Q4: 352,275 shares; 2025Q1: 379,528 shares; 2025Q2: 430,947 shares; 2025Q3: 446,290 shares; 2025Q4: 414,299 shares; 2026Q1: 410,860 shares 410,860 $21.9M 0.02% -3,439 Timeline IGEB 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: 567,005 shares; 2024Q4: 159,975 shares; 2025Q1: 152,333 shares; 2025Q2: 243,872 shares; 2025Q3: 450,061 shares; 2025Q4: 505,292 shares; 2026Q1: 486,928 shares 486,928 $21.9M 0.02% -18,364 Timeline JMHI 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: 82,714 shares; 2024Q4: 187,365 shares; 2025Q1: 240,066 shares; 2025Q2: 277,619 shares; 2025Q3: 345,019 shares; 2025Q4: 421,177 shares; 2026Q1: 438,873 shares 438,873 $21.9M 0.02% +17,696 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,777 shares; 2024Q4: 130,433 shares; 2025Q1: 175,509 shares; 2025Q2: 195,253 shares; 2025Q3: 235,031 shares; 2025Q4: 229,634 shares; 2026Q1: 223,731 shares 223,731 $21.7M 0.02% -5,903 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: 80,048 shares; 2024Q4: 65,305 shares; 2025Q1: 62,921 shares; 2025Q2: 61,454 shares; 2025Q3: 60,648 shares; 2025Q4: 117,536 shares; 2026Q1: 128,530 shares 128,530 $21.7M 0.02% +10,994 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 19,714 shares; 2025Q1: 20,839 shares; 2025Q2: 17,058 shares; 2025Q3: 269,438 shares; 2025Q4: 280,330 shares; 2026Q1: 288,496 shares 288,496 $21.7M 0.02% +8,166 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,310 shares; 2024Q4: 87,554 shares; 2025Q1: 96,998 shares; 2025Q2: 99,324 shares; 2025Q3: 117,867 shares; 2025Q4: 119,506 shares; 2026Q1: 98,384 shares 98,384 $21.5M 0.02% -21,122 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 27 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $21.5M 0.02% 0 Timeline SUSC 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: 618,252 shares; 2024Q4: 593,512 shares; 2025Q1: 646,028 shares; 2025Q2: 757,729 shares; 2025Q3: 884,962 shares; 2025Q4: 921,972 shares; 2026Q1: 928,326 shares 928,326 $21.5M 0.02% +6,354 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,542 shares; 2024Q4: 137,144 shares; 2025Q1: 130,436 shares; 2025Q2: 157,823 shares; 2025Q3: 361,349 shares; 2025Q4: 388,004 shares; 2026Q1: 354,706 shares 354,706 $21.4M 0.02% -33,298 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,253 shares; 2024Q4: 70,380 shares; 2025Q1: 76,544 shares; 2025Q2: 74,491 shares; 2025Q3: 110,785 shares; 2025Q4: 123,559 shares; 2026Q1: 135,015 shares 135,015 $21.2M 0.02% +11,456 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 162,712 shares; 2025Q1: 173,196 shares; 2025Q2: 151,033 shares; 2025Q3: 183,004 shares; 2025Q4: 157,919 shares; 2026Q1: 195,213 shares 195,213 $21.2M 0.02% +37,294 Timeline FMB 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: 233,494 shares; 2024Q4: 226,322 shares; 2025Q1: 223,022 shares; 2025Q2: 256,842 shares; 2025Q3: 399,269 shares; 2025Q4: 409,517 shares; 2026Q1: 418,100 shares 418,100 $21.2M 0.02% +8,583 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,388 shares; 2024Q4: 49,649 shares; 2025Q1: 62,145 shares; 2025Q2: 64,979 shares; 2025Q3: 68,307 shares; 2025Q4: 68,677 shares; 2026Q1: 281,874 shares 281,874 $21M 0.02% +213,197 Timeline JMST 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: 179,548 shares; 2024Q4: 146,609 shares; 2025Q1: 249,764 shares; 2025Q2: 213,902 shares; 2025Q3: 269,661 shares; 2025Q4: 392,805 shares; 2026Q1: 412,268 shares 412,268 $21M 0.02% +19,463 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,812 shares; 2024Q4: 319,934 shares; 2025Q1: 318,979 shares; 2025Q2: 313,673 shares; 2025Q3: 366,232 shares; 2025Q4: 376,996 shares; 2026Q1: 361,609 shares 361,609 $21M 0.02% -15,387 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: 199,225 shares; 2024Q4: 220,407 shares; 2025Q1: 232,961 shares; 2025Q2: 219,757 shares; 2025Q3: 317,739 shares; 2025Q4: 378,057 shares; 2026Q1: 368,508 shares 368,508 $21M 0.02% -9,549 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: 272,338 shares; 2024Q4: 262,599 shares; 2025Q1: 286,547 shares; 2025Q2: 368,456 shares; 2025Q3: 480,182 shares; 2025Q4: 462,441 shares; 2026Q1: 378,190 shares 378,190 $20.9M 0.02% -84,251 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: 57,113 shares; 2024Q4: 63,548 shares; 2025Q1: 63,304 shares; 2025Q2: 81,936 shares; 2025Q3: 85,755 shares; 2025Q4: 371,378 shares; 2026Q1: 390,626 shares 390,626 $20.9M 0.02% +19,248 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: 67,035 shares; 2024Q4: 65,720 shares; 2025Q1: 64,777 shares; 2025Q2: 64,964 shares; 2025Q3: 76,839 shares; 2025Q4: 78,563 shares; 2026Q1: 78,449 shares 78,449 $20.9M 0.02% -114 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: 594,094 shares; 2024Q4: 653,023 shares; 2025Q1: 459,605 shares; 2025Q2: 509,963 shares; 2025Q3: 503,316 shares; 2025Q4: 434,636 shares; 2026Q1: 429,891 shares 429,891 $20.8M 0.02% -4,745 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: 152,391 shares; 2024Q4: 148,726 shares; 2025Q1: 154,330 shares; 2025Q2: 157,722 shares; 2025Q3: 153,649 shares; 2025Q4: 163,181 shares; 2026Q1: 162,254 shares 162,254 $20.7M 0.02% -927 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,036 shares; 2024Q4: 109,346 shares; 2025Q1: 130,249 shares; 2025Q2: 129,138 shares; 2025Q3: 216,026 shares; 2025Q4: 158,081 shares; 2026Q1: 142,939 shares 142,939 $20.7M 0.02% -15,142 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,470 shares; 2024Q4: 267,447 shares; 2025Q1: 264,942 shares; 2025Q2: 284,846 shares; 2025Q3: 296,712 shares; 2025Q4: 345,252 shares; 2026Q1: 415,959 shares 415,959 $20.6M 0.02% +70,707 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: 124,619 shares; 2024Q4: 125,226 shares; 2025Q1: 144,014 shares; 2025Q2: 148,363 shares; 2025Q3: 250,531 shares; 2025Q4: 256,687 shares; 2026Q1: 254,562 shares 254,562 $20.6M 0.02% -2,125 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,865 shares; 2024Q4: 255,663 shares; 2025Q1: 289,001 shares; 2025Q2: 303,697 shares; 2025Q3: 323,886 shares; 2025Q4: 321,364 shares; 2026Q1: 292,289 shares 292,289 $20.5M 0.02% -29,075 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471,786 shares; 2025Q4: 614,485 shares; 2026Q1: 688,365 shares 688,365 $20.5M 0.02% +73,880 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: 72,918 shares; 2024Q4: 64,157 shares; 2025Q1: 72,681 shares; 2025Q2: 100,093 shares; 2025Q3: 112,334 shares; 2025Q4: 112,429 shares; 2026Q1: 119,946 shares 119,946 $20.5M 0.02% +7,517 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: 19,886 shares; 2024Q4: 23,842 shares; 2025Q1: 30,977 shares; 2025Q2: 61,582 shares; 2025Q3: 80,444 shares; 2025Q4: 88,243 shares; 2026Q1: 150,972 shares 150,972 $20.5M 0.02% +62,729 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,193 shares; 2024Q4: 87,722 shares; 2025Q1: 108,121 shares; 2025Q2: 93,650 shares; 2025Q3: 74,320 shares; 2025Q4: 179,865 shares; 2026Q1: 241,709 shares 241,709 $20.4M 0.02% +61,844 Timeline SRLN 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: 250,274 shares; 2024Q4: 312,453 shares; 2025Q1: 376,793 shares; 2025Q2: 372,096 shares; 2025Q3: 388,246 shares; 2025Q4: 311,345 shares; 2026Q1: 507,278 shares 507,278 $20.4M 0.02% +195,933 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: 39,036 shares; 2024Q4: 86,683 shares; 2025Q1: 110,161 shares; 2025Q2: 170,332 shares; 2025Q3: 216,954 shares; 2025Q4: 248,401 shares; 2026Q1: 243,580 shares 243,580 $20.2M 0.02% -4,821 Timeline PAAA 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: 252,676 shares; 2025Q4: 385,178 shares; 2026Q1: 394,066 shares 394,066 $20.2M 0.02% +8,888 Timeline FTEC 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: 89,196 shares; 2024Q4: 92,457 shares; 2025Q1: 95,184 shares; 2025Q2: 89,474 shares; 2025Q3: 106,127 shares; 2025Q4: 110,076 shares; 2026Q1: 96,937 shares 96,937 $20.2M 0.02% -13,139 Timeline VAW 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: 102,570 shares; 2024Q4: 85,871 shares; 2025Q1: 91,493 shares; 2025Q2: 89,558 shares; 2025Q3: 115,742 shares; 2025Q4: 121,618 shares; 2026Q1: 89,211 shares 89,211 $20.1M 0.02% -32,407 Timeline IMCB 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: 172,074 shares; 2024Q4: 184,243 shares; 2025Q1: 180,316 shares; 2025Q2: 181,928 shares; 2025Q3: 280,361 shares; 2025Q4: 237,483 shares; 2026Q1: 240,763 shares 240,763 $20.1M 0.02% +3,280 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,807 shares; 2025Q2: 286,815 shares; 2025Q3: 658,845 shares; 2025Q4: 726,557 shares; 2026Q1: 417,944 shares 417,944 $20.1M 0.02% -308,613 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: 120,946 shares; 2024Q4: 124,343 shares; 2025Q1: 133,513 shares; 2025Q2: 132,412 shares; 2025Q3: 206,694 shares; 2025Q4: 194,206 shares; 2026Q1: 194,132 shares 194,132 $20M 0.02% -74 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,240 shares; 2024Q4: 18,194 shares; 2025Q1: 16,193 shares; 2025Q2: 17,014 shares; 2025Q3: 228,389 shares; 2025Q4: 247,217 shares; 2026Q1: 255,102 shares 255,102 $20M 0.02% +7,885 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 17,604 shares; 2025Q1: 17,523 shares; 2025Q2: 20,576 shares; 2025Q3: 24,053 shares; 2025Q4: 24,431 shares; 2026Q1: 27,429 shares 27,429 $20M 0.02% +2,998 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: 322,621 shares; 2026Q1: 349,916 shares 349,916 $19.9M 0.02% +27,295 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,386 shares; 2024Q4: 77,075 shares; 2025Q1: 91,002 shares; 2025Q2: 107,869 shares; 2025Q3: 130,385 shares; 2025Q4: 123,784 shares; 2026Q1: 132,108 shares 132,108 $19.9M 0.02% +8,324 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,590 shares; 2024Q4: 166,662 shares; 2025Q1: 178,462 shares; 2025Q2: 195,699 shares; 2025Q3: 433,429 shares; 2025Q4: 541,666 shares; 2026Q1: 565,154 shares 565,154 $19.9M 0.02% +23,488 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: 129,793 shares; 2024Q4: 129,429 shares; 2025Q1: 131,034 shares; 2025Q2: 137,937 shares; 2025Q3: 187,186 shares; 2025Q4: 263,105 shares; 2026Q1: 263,434 shares 263,434 $19.8M 0.02% +329 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 2,724 shares; 2025Q1: 75,763 shares; 2025Q2: 168,957 shares; 2025Q3: 175,275 shares; 2025Q4: 187,165 shares; 2026Q1: 198,090 shares 198,090 $19.8M 0.02% +10,925 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,879 shares; 2024Q4: 576,084 shares; 2025Q1: 543,972 shares; 2025Q2: 607,867 shares; 2025Q3: 731,950 shares; 2025Q4: 789,264 shares; 2026Q1: 867,200 shares 867,200 $19.8M 0.02% +77,936 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,130 shares; 2025Q1: 262,582 shares; 2025Q2: 449,832 shares; 2025Q3: 526,391 shares; 2025Q4: 586,133 shares; 2026Q1: 639,187 shares 639,187 $19.7M 0.02% +53,054 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,145 shares; 2024Q4: 48,009 shares; 2025Q1: 43,944 shares; 2025Q2: 45,275 shares; 2025Q3: 197,200 shares; 2025Q4: 208,351 shares; 2026Q1: 218,649 shares 218,649 $19.6M 0.02% +10,298 Timeline FTSL 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: 287,715 shares; 2024Q4: 265,088 shares; 2025Q1: 424,613 shares; 2025Q2: 376,411 shares; 2025Q3: 329,012 shares; 2025Q4: 437,181 shares; 2026Q1: 436,318 shares 436,318 $19.5M 0.02% -863 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,873 shares; 2024Q4: 117,328 shares; 2025Q1: 164,881 shares; 2025Q2: 177,883 shares; 2025Q3: 234,009 shares; 2025Q4: 257,168 shares; 2026Q1: 281,544 shares 281,544 $19.5M 0.02% +24,376 Timeline SCHO 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: 377,817 shares; 2024Q4: 800,303 shares; 2025Q1: 1,097,789 shares; 2025Q2: 1,045,800 shares; 2025Q3: 986,161 shares; 2025Q4: 1,054,472 shares; 2026Q1: 804,911 shares 804,911 $19.5M 0.02% -249,561 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 20,596 shares; 2025Q1: 23,513 shares; 2025Q2: 26,209 shares; 2025Q3: 38,012 shares; 2025Q4: 36,811 shares; 2026Q1: 40,231 shares 40,231 $19.5M 0.02% +3,420 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,214 shares; 2024Q4: 44,764 shares; 2025Q1: 48,685 shares; 2025Q2: 46,346 shares; 2025Q3: 52,224 shares; 2025Q4: 53,639 shares; 2026Q1: 53,677 shares 53,677 $19.5M 0.02% +38 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: 103,700 shares; 2024Q4: 115,960 shares; 2025Q1: 126,912 shares; 2025Q2: 142,165 shares; 2025Q3: 563,825 shares; 2025Q4: 563,502 shares; 2026Q1: 445,484 shares 445,484 $19.4M 0.02% -118,018 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,155 shares; 2024Q4: 51,313 shares; 2025Q1: 158,323 shares; 2025Q2: 123,392 shares; 2025Q3: 63,893 shares; 2025Q4: 156,234 shares; 2026Q1: 310,456 shares 310,456 $19.4M 0.02% +154,222 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,079 shares; 2024Q4: 191,244 shares; 2025Q1: 259,205 shares; 2025Q2: 286,504 shares; 2025Q3: 430,895 shares; 2025Q4: 376,890 shares; 2026Q1: 418,038 shares 418,038 $19.4M 0.02% +41,148 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: 228,938 shares; 2024Q4: 195,444 shares; 2025Q1: 201,850 shares; 2025Q2: 250,803 shares; 2025Q3: 313,615 shares; 2025Q4: 357,187 shares; 2026Q1: 366,501 shares 366,501 $19.4M 0.02% +9,314 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: 53,506 shares; 2024Q4: 66,353 shares; 2025Q1: 78,838 shares; 2025Q2: 83,538 shares; 2025Q3: 114,838 shares; 2025Q4: 109,152 shares; 2026Q1: 123,121 shares 123,121 $19.4M 0.02% +13,969 Timeline FDN 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: 69,592 shares; 2025Q2: 67,303 shares; 2025Q3: 74,628 shares; 2025Q4: 82,576 shares; 2026Q1: 82,399 shares 82,399 $19.3M 0.02% -177 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,177 shares; 2024Q4: 156,752 shares; 2025Q1: 174,847 shares; 2025Q2: 333,892 shares; 2025Q3: 467,578 shares; 2025Q4: 450,611 shares; 2026Q1: 412,917 shares 412,917 $19.2M 0.02% -37,694 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: 218,581 shares; 2024Q4: 211,071 shares; 2025Q1: 183,146 shares; 2025Q2: 183,894 shares; 2025Q3: 246,973 shares; 2025Q4: 236,584 shares; 2026Q1: 288,067 shares 288,067 $19.2M 0.02% +51,483 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,317 shares; 2025Q1: 101,407 shares; 2025Q2: 105,395 shares; 2025Q3: 198,000 shares; 2025Q4: 220,052 shares; 2026Q1: 383,782 shares 383,782 $19.1M 0.02% +163,730 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,323 shares; 2024Q4: 117,433 shares; 2025Q1: 128,585 shares; 2025Q2: 132,333 shares; 2025Q3: 164,575 shares; 2025Q4: 212,207 shares; 2026Q1: 228,580 shares 228,580 $19.1M 0.02% +16,373 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,819 shares; 2024Q4: 217,798 shares; 2025Q1: 224,022 shares; 2025Q2: 154,333 shares; 2025Q3: 175,333 shares; 2025Q4: 137,818 shares; 2026Q1: 106,012 shares 106,012 $19.1M 0.02% -31,806 Timeline TFI 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: 211,130 shares; 2024Q4: 220,490 shares; 2025Q1: 289,995 shares; 2025Q2: 285,047 shares; 2025Q3: 340,906 shares; 2025Q4: 366,128 shares; 2026Q1: 419,191 shares 419,191 $19M 0.02% +53,063 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,184 shares; 2024Q4: 189,333 shares; 2025Q1: 220,540 shares; 2025Q2: 225,662 shares; 2025Q3: 272,222 shares; 2025Q4: 270,936 shares; 2026Q1: 268,492 shares 268,492 $19M 0.02% -2,444 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,754 shares; 2024Q4: 149,602 shares; 2025Q1: 159,055 shares; 2025Q2: 513,384 shares; 2025Q3: 556,525 shares; 2025Q4: 521,833 shares; 2026Q1: 523,738 shares 523,738 $19M 0.02% +1,905 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 64,262 shares; 2025Q1: 66,951 shares; 2025Q2: 68,049 shares; 2025Q3: 76,685 shares; 2025Q4: 77,728 shares; 2026Q1: 79,224 shares 79,224 $19M 0.02% +1,496 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,800 shares; 2025Q4: 10,643 shares; 2026Q1: 375,461 shares 375,461 $18.9M 0.02% +364,818 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,705 shares; 2024Q4: 164,419 shares; 2025Q1: 160,511 shares; 2025Q2: 157,916 shares; 2025Q3: 240,841 shares; 2025Q4: 238,800 shares; 2026Q1: 250,789 shares 250,789 $18.9M 0.02% +11,989 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: 206,254 shares; 2024Q4: 279,693 shares; 2025Q1: 308,204 shares; 2025Q2: 310,564 shares; 2025Q3: 407,674 shares; 2025Q4: 445,092 shares; 2026Q1: 762,408 shares 762,408 $18.9M 0.02% +317,316 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 18,799 shares; 2025Q1: 27,896 shares; 2025Q2: 34,097 shares; 2025Q3: 93,670 shares; 2025Q4: 97,758 shares; 2026Q1: 102,024 shares 102,024 $18.8M 0.02% +4,266 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,789 shares; 2025Q2: 197,849 shares; 2025Q3: 453,179 shares; 2025Q4: 544,539 shares; 2026Q1: 530,767 shares 530,767 $18.8M 0.02% -13,772 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,497 shares; 2024Q4: 66,165 shares; 2025Q1: 73,638 shares; 2025Q2: 112,460 shares; 2025Q3: 148,394 shares; 2025Q4: 140,174 shares; 2026Q1: 148,123 shares 148,123 $18.7M 0.02% +7,949 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 25,803 shares; 2025Q1: 34,260 shares; 2025Q2: 40,574 shares; 2025Q3: 67,407 shares; 2025Q4: 58,401 shares; 2026Q1: 66,458 shares 66,458 $18.7M 0.02% +8,057 Timeline XYLD 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: 324,615 shares; 2024Q4: 325,493 shares; 2025Q1: 322,373 shares; 2025Q2: 340,230 shares; 2025Q3: 490,396 shares; 2025Q4: 469,181 shares; 2026Q1: 476,548 shares 476,548 $18.6M 0.02% +7,367 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: 84,806 shares; 2024Q4: 97,188 shares; 2025Q1: 113,127 shares; 2025Q2: 198,424 shares; 2025Q3: 248,544 shares; 2025Q4: 258,985 shares; 2026Q1: 268,855 shares 268,855 $18.6M 0.02% +9,870 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 27,221 shares; 2025Q1: 35,991 shares; 2025Q2: 57,298 shares; 2025Q3: 178,924 shares; 2025Q4: 187,917 shares; 2026Q1: 218,632 shares 218,632 $18.6M 0.02% +30,715 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,661 shares; 2024Q4: 113,618 shares; 2025Q1: 190,909 shares; 2025Q2: 176,297 shares; 2025Q3: 182,652 shares; 2025Q4: 194,844 shares; 2026Q1: 382,322 shares 382,322 $18.5M 0.02% +187,478 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,967 shares; 2024Q4: 219,891 shares; 2025Q1: 232,569 shares; 2025Q2: 343,462 shares; 2025Q3: 387,209 shares; 2025Q4: 428,410 shares; 2026Q1: 767,882 shares 767,882 $18.5M 0.02% +339,472 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,846 shares; 2024Q4: 275,938 shares; 2025Q1: 108,923 shares; 2025Q2: 340,663 shares; 2025Q3: 412,385 shares; 2025Q4: 381,335 shares; 2026Q1: 368,071 shares 368,071 $18.5M 0.02% -13,264 Timeline VCR 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: 83,152 shares; 2024Q4: 83,731 shares; 2025Q1: 69,391 shares; 2025Q2: 55,601 shares; 2025Q3: 56,929 shares; 2025Q4: 58,684 shares; 2026Q1: 51,321 shares 51,321 $18.4M 0.02% -7,363 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 42,273 shares; 2025Q1: 47,364 shares; 2025Q2: 52,792 shares; 2025Q3: 57,787 shares; 2025Q4: 64,620 shares; 2026Q1: 65,442 shares 65,442 $18.4M 0.02% +822 Timeline ILCV 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: 55,748 shares; 2024Q4: 52,902 shares; 2025Q1: 55,255 shares; 2025Q2: 59,733 shares; 2025Q3: 193,161 shares; 2025Q4: 183,832 shares; 2026Q1: 197,023 shares 197,023 $18.4M 0.02% +13,191 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,794 shares; 2025Q2: 164,728 shares; 2025Q3: 187,876 shares; 2025Q4: 183,117 shares; 2026Q1: 224,350 shares 224,350 $18.3M 0.02% +41,233 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 28,548 shares; 2025Q1: 34,734 shares; 2025Q2: 43,346 shares; 2025Q3: 48,094 shares; 2025Q4: 47,284 shares; 2026Q1: 46,216 shares 46,216 $18.3M 0.02% -1,068 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: 57,167 shares; 2024Q4: 61,937 shares; 2025Q1: 73,566 shares; 2025Q2: 69,359 shares; 2025Q3: 73,090 shares; 2025Q4: 68,495 shares; 2026Q1: 66,417 shares 66,417 $18.3M 0.02% -2,078 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,774 shares; 2024Q4: 95,698 shares; 2025Q1: 92,408 shares; 2025Q2: 92,249 shares; 2025Q3: 93,752 shares; 2025Q4: 99,187 shares; 2026Q1: 109,938 shares 109,938 $18.3M 0.02% +10,751 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: 72,917 shares; 2024Q4: 70,148 shares; 2025Q1: 89,109 shares; 2025Q2: 89,701 shares; 2025Q3: 99,552 shares; 2025Q4: 63,093 shares; 2026Q1: 64,338 shares 64,338 $18.3M 0.02% +1,245 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,774 shares; 2024Q4: 290,894 shares; 2025Q1: 302,101 shares; 2025Q2: 314,272 shares; 2025Q3: 496,264 shares; 2025Q4: 435,126 shares; 2026Q1: 438,090 shares 438,090 $18.1M 0.02% +2,964 Timeline FMF 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: 101,656 shares; 2024Q4: 121,144 shares; 2025Q1: 137,269 shares; 2025Q2: 136,317 shares; 2025Q3: 183,784 shares; 2025Q4: 330,595 shares; 2026Q1: 356,838 shares 356,838 $18.1M 0.02% +26,243 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: 133,146 shares; 2024Q4: 167,228 shares; 2025Q1: 178,106 shares; 2025Q2: 178,067 shares; 2025Q3: 206,125 shares; 2025Q4: 218,207 shares; 2026Q1: 273,929 shares 273,929 $18M 0.02% +55,722 Timeline JGLO 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: 128,989 shares; 2024Q4: 155,647 shares; 2025Q1: 204,139 shares; 2025Q2: 230,949 shares; 2025Q3: 223,742 shares; 2025Q4: 245,392 shares; 2026Q1: 274,866 shares 274,866 $17.9M 0.02% +29,474 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: 16,393 shares; 2024Q4: 16,180 shares; 2025Q1: 17,366 shares; 2025Q2: 17,686 shares; 2025Q3: 18,170 shares; 2025Q4: 170,142 shares; 2026Q1: 176,282 shares 176,282 $17.9M 0.02% +6,140 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: 55,219 shares; 2024Q4: 75,614 shares; 2025Q1: 121,489 shares; 2025Q2: 147,961 shares; 2025Q3: 229,469 shares; 2025Q4: 193,817 shares; 2026Q1: 151,371 shares 151,371 $17.9M 0.02% -42,446 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,404 shares; 2024Q4: 262,702 shares; 2025Q1: 318,184 shares; 2025Q2: 428,152 shares; 2025Q3: 532,323 shares; 2025Q4: 576,384 shares; 2026Q1: 621,105 shares 621,105 $17.9M 0.02% +44,721 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 31,659 shares; 2025Q1: 34,291 shares; 2025Q2: 30,936 shares; 2025Q3: 42,545 shares; 2025Q4: 48,420 shares; 2026Q1: 58,708 shares 58,708 $17.9M 0.02% +10,288 Timeline FDEC 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: 121,259 shares; 2024Q4: 301,113 shares; 2025Q1: 348,584 shares; 2025Q2: 372,072 shares; 2025Q3: 365,073 shares; 2025Q4: 374,354 shares; 2026Q1: 359,028 shares 359,028 $17.9M 0.02% -15,326 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,839 shares; 2024Q4: 405,452 shares; 2025Q1: 430,806 shares; 2025Q2: 521,593 shares; 2025Q3: 583,607 shares; 2025Q4: 788,209 shares; 2026Q1: 713,936 shares 713,936 $17.8M 0.02% -74,273 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,084 shares; 2024Q4: 142,897 shares; 2025Q1: 175,603 shares; 2025Q2: 175,535 shares; 2025Q3: 200,638 shares; 2025Q4: 244,608 shares; 2026Q1: 272,998 shares 272,998 $17.8M 0.02% +28,390 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969,869 shares; 2025Q2: 1,037,577 shares; 2025Q3: 1,250,995 shares; 2025Q4: 931,712 shares; 2026Q1: 647,324 shares 647,324 $17.7M 0.02% -284,388 Timeline QTEC 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: 61,010 shares; 2024Q4: 71,946 shares; 2025Q1: 68,115 shares; 2025Q2: 71,225 shares; 2025Q3: 85,220 shares; 2025Q4: 84,390 shares; 2026Q1: 81,628 shares 81,628 $17.6M 0.02% -2,762 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: 64,485 shares; 2024Q4: 71,302 shares; 2025Q1: 92,592 shares; 2025Q2: 96,881 shares; 2025Q3: 112,661 shares; 2025Q4: 115,651 shares; 2026Q1: 120,553 shares 120,553 $17.6M 0.02% +4,902 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,540 shares; 2025Q1: 9,039 shares; 2025Q2: 197,039 shares; 2025Q3: 265,444 shares; 2025Q4: 270,042 shares; 2026Q1: 270,252 shares 270,252 $17.6M 0.02% +210 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,300 shares; 2024Q4: 22,412 shares; 2025Q1: 195,453 shares; 2025Q2: 207,094 shares; 2025Q3: 197,604 shares; 2025Q4: 181,381 shares; 2026Q1: 185,677 shares 185,677 $17.5M 0.02% +4,296 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: 189,320 shares; 2024Q4: 199,138 shares; 2025Q1: 225,079 shares; 2025Q2: 242,039 shares; 2025Q3: 303,785 shares; 2025Q4: 318,426 shares; 2026Q1: 361,561 shares 361,561 $17.4M 0.02% +43,135 Timeline TOTL 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: 363,382 shares; 2024Q4: 376,061 shares; 2025Q1: 375,650 shares; 2025Q2: 374,053 shares; 2025Q3: 431,724 shares; 2025Q4: 476,648 shares; 2026Q1: 437,046 shares 437,046 $17.4M 0.02% -39,602 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,750 shares; 2024Q4: 360,135 shares; 2025Q1: 374,434 shares; 2025Q2: 389,422 shares; 2025Q3: 311,932 shares; 2025Q4: 314,557 shares; 2026Q1: 321,927 shares 321,927 $17.3M 0.02% +7,370 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,880 shares; 2024Q4: 35,323 shares; 2025Q1: 29,105 shares; 2025Q2: 27,649 shares; 2025Q3: 96,261 shares; 2025Q4: 94,699 shares; 2026Q1: 108,219 shares 108,219 $17.3M 0.02% +13,520 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,193 shares; 2024Q4: 32,840 shares; 2025Q1: 38,781 shares; 2025Q2: 41,875 shares; 2025Q3: 83,640 shares; 2025Q4: 86,360 shares; 2026Q1: 84,798 shares 84,798 $17.2M 0.02% -1,562 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,377 shares; 2025Q3: 481,978 shares; 2025Q4: 511,326 shares; 2026Q1: 558,480 shares 558,480 $17.2M 0.02% +47,154 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,847 shares; 2024Q4: 483,410 shares; 2025Q1: 472,969 shares; 2025Q2: 471,694 shares; 2025Q3: 520,738 shares; 2025Q4: 550,798 shares; 2026Q1: 768,195 shares 768,195 $17.2M 0.02% +217,397 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,249 shares; 2024Q4: 32,229 shares; 2025Q1: 38,117 shares; 2025Q2: 50,489 shares; 2025Q3: 49,998 shares; 2025Q4: 54,198 shares; 2026Q1: 45,225 shares 45,225 $17.2M 0.02% -8,973 Timeline FLRN 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: 359,036 shares; 2024Q4: 245,693 shares; 2025Q1: 253,840 shares; 2025Q2: 262,312 shares; 2025Q3: 316,364 shares; 2025Q4: 337,606 shares; 2026Q1: 555,484 shares 555,484 $17.1M 0.02% +217,878 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: 131,395 shares; 2024Q4: 167,944 shares; 2025Q1: 136,967 shares; 2025Q2: 162,049 shares; 2025Q3: 160,767 shares; 2025Q4: 149,204 shares; 2026Q1: 145,255 shares 145,255 $17.1M 0.02% -3,949 Timeline FMHI 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: 168,686 shares; 2024Q4: 190,730 shares; 2025Q1: 203,823 shares; 2025Q2: 202,682 shares; 2025Q3: 244,793 shares; 2025Q4: 277,945 shares; 2026Q1: 359,142 shares 359,142 $17.1M 0.02% +81,197 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,357 shares; 2024Q4: 166,854 shares; 2025Q1: 176,077 shares; 2025Q2: 211,508 shares; 2025Q3: 300,640 shares; 2025Q4: 292,929 shares; 2026Q1: 301,980 shares 301,980 $17M 0.02% +9,051 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,408 shares; 2024Q4: 71,818 shares; 2025Q1: 76,650 shares; 2025Q2: 79,411 shares; 2025Q3: 171,978 shares; 2025Q4: 173,633 shares; 2026Q1: 181,852 shares 181,852 $17M 0.02% +8,219 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: 126,011 shares; 2024Q4: 124,327 shares; 2025Q1: 148,986 shares; 2025Q2: 149,234 shares; 2025Q3: 168,925 shares; 2025Q4: 167,943 shares; 2026Q1: 169,052 shares 169,052 $16.9M 0.02% +1,109 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,856 shares; 2024Q4: 88,275 shares; 2025Q1: 93,556 shares; 2025Q2: 97,050 shares; 2025Q3: 125,441 shares; 2025Q4: 140,233 shares; 2026Q1: 149,267 shares 149,267 $16.9M 0.02% +9,034 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,807 shares; 2025Q3: 15,884 shares; 2025Q4: 341,761 shares; 2026Q1: 385,166 shares 385,166 $16.9M 0.02% +43,405 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: 76,157 shares; 2024Q4: 455,252 shares; 2025Q1: 340,067 shares; 2025Q2: 484,491 shares; 2025Q3: 246,375 shares; 2025Q4: 373,788 shares; 2026Q1: 353,252 shares 353,252 $16.8M 0.02% -20,536 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,763 shares; 2024Q4: 409,378 shares; 2025Q1: 405,792 shares; 2025Q2: 405,828 shares; 2025Q3: 410,284 shares; 2025Q4: 433,743 shares; 2026Q1: 439,242 shares 439,242 $16.8M 0.02% +5,499 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,779 shares; 2024Q4: 246,460 shares; 2025Q1: 279,775 shares; 2025Q2: 264,941 shares; 2025Q3: 332,007 shares; 2025Q4: 324,238 shares; 2026Q1: 334,138 shares 334,138 $16.8M 0.02% +9,900 Timeline VCLT 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: 190,335 shares; 2024Q4: 234,675 shares; 2025Q1: 263,911 shares; 2025Q2: 154,519 shares; 2025Q3: 193,857 shares; 2025Q4: 208,100 shares; 2026Q1: 224,815 shares 224,815 $16.8M 0.02% +16,715 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,303 shares; 2024Q4: 76,724 shares; 2025Q1: 85,239 shares; 2025Q2: 80,980 shares; 2025Q3: 90,836 shares; 2025Q4: 110,430 shares; 2026Q1: 128,077 shares 128,077 $16.8M 0.02% +17,647 Timeline FXU 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: 68,665 shares; 2024Q4: 56,626 shares; 2025Q1: 83,523 shares; 2025Q2: 141,357 shares; 2025Q3: 179,857 shares; 2025Q4: 296,097 shares; 2026Q1: 335,969 shares 335,969 $16.7M 0.02% +39,872 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,188 shares; 2024Q4: 31,714 shares; 2025Q1: 29,805 shares; 2025Q2: 27,314 shares; 2025Q3: 75,127 shares; 2025Q4: 76,487 shares; 2026Q1: 80,509 shares 80,509 $16.6M 0.02% +4,022 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: 35,540 shares; 2024Q4: 37,705 shares; 2025Q1: 68,274 shares; 2025Q2: 54,004 shares; 2025Q3: 102,759 shares; 2025Q4: 110,045 shares; 2026Q1: 95,306 shares 95,306 $16.6M 0.02% -14,739 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,596 shares; 2024Q4: 149,203 shares; 2025Q1: 167,186 shares; 2025Q2: 260,954 shares; 2025Q3: 282,424 shares; 2025Q4: 347,293 shares; 2026Q1: 412,528 shares 412,528 $16.6M 0.02% +65,235 Timeline ESGE 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: 208,403 shares; 2024Q4: 206,618 shares; 2025Q1: 229,684 shares; 2025Q2: 229,588 shares; 2025Q3: 326,929 shares; 2025Q4: 379,777 shares; 2026Q1: 364,413 shares 364,413 $16.6M 0.02% -15,364 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,922 shares; 2024Q4: 145,301 shares; 2025Q1: 167,954 shares; 2025Q2: 172,247 shares; 2025Q3: 202,006 shares; 2025Q4: 241,166 shares; 2026Q1: 256,501 shares 256,501 $16.6M 0.02% +15,335 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: 363,849 shares; 2024Q4: 389,155 shares; 2025Q1: 424,856 shares; 2025Q2: 308,692 shares; 2025Q3: 426,799 shares; 2025Q4: 559,085 shares; 2026Q1: 767,082 shares 767,082 $16.5M 0.02% +207,997 Timeline HYDW 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: 330,335 shares; 2024Q4: 370,925 shares; 2025Q1: 397,555 shares; 2025Q2: 410,213 shares; 2025Q3: 440,714 shares; 2025Q4: 447,945 shares; 2026Q1: 354,661 shares 354,661 $16.5M 0.02% -93,284 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,944 shares; 2024Q4: 54,998 shares; 2025Q1: 130,352 shares; 2025Q2: 123,476 shares; 2025Q3: 186,259 shares; 2025Q4: 214,205 shares; 2026Q1: 1,523,925 shares 1,523,925 $16.5M 0.02% +1,309,720 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,256 shares; 2024Q4: 157,193 shares; 2025Q1: 162,934 shares; 2025Q2: 163,597 shares; 2025Q3: 211,838 shares; 2025Q4: 216,406 shares; 2026Q1: 207,766 shares 207,766 $16.5M 0.02% -8,640 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,153 shares; 2024Q4: 93,096 shares; 2025Q1: 270,193 shares; 2025Q2: 288,073 shares; 2025Q3: 350,442 shares; 2025Q4: 359,358 shares; 2026Q1: 375,965 shares 375,965 $16.5M 0.02% +16,607 Timeline FDMO 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: 88,806 shares; 2024Q4: 95,937 shares; 2025Q1: 132,685 shares; 2025Q2: 141,318 shares; 2025Q3: 175,834 shares; 2025Q4: 195,063 shares; 2026Q1: 205,666 shares 205,666 $16.5M 0.02% +10,603 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: 685,311 shares; 2024Q4: 693,690 shares; 2025Q1: 680,286 shares; 2025Q2: 674,383 shares; 2025Q3: 819,788 shares; 2025Q4: 845,272 shares; 2026Q1: 869,667 shares 869,667 $16.5M 0.02% +24,395 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,529 shares; 2024Q4: 238,312 shares; 2025Q1: 245,785 shares; 2025Q2: 233,817 shares; 2025Q3: 319,147 shares; 2025Q4: 339,642 shares; 2026Q1: 335,487 shares 335,487 $16.4M 0.02% -4,155 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 165,344 shares; 2025Q1: 111,201 shares; 2025Q2: 97,637 shares; 2025Q3: 220,474 shares; 2025Q4: 214,894 shares; 2026Q1: 253,805 shares 253,805 $16.4M 0.02% +38,911 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,615 shares; 2024Q4: 374,362 shares; 2025Q1: 473,610 shares; 2025Q2: 423,448 shares; 2025Q3: 465,602 shares; 2025Q4: 582,696 shares; 2026Q1: 755,566 shares 755,566 $16.4M 0.02% +172,870 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: 322,303 shares; 2024Q4: 383,811 shares; 2025Q1: 281,120 shares; 2025Q2: 210,123 shares; 2025Q3: 255,923 shares; 2025Q4: 262,659 shares; 2026Q1: 241,598 shares 241,598 $16.3M 0.02% -21,061 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: 74,685 shares; 2024Q4: 79,203 shares; 2025Q1: 79,097 shares; 2025Q2: 92,239 shares; 2025Q3: 88,419 shares; 2025Q4: 82,413 shares; 2026Q1: 79,056 shares 79,056 $16.3M 0.02% -3,357 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534,251 shares; 2025Q4: 547,364 shares; 2026Q1: 608,353 shares 608,353 $16.3M 0.02% +60,989 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,759 shares; 2024Q4: 113,170 shares; 2025Q1: 150,096 shares; 2025Q2: 106,394 shares; 2025Q3: 158,549 shares; 2025Q4: 135,354 shares; 2026Q1: 129,802 shares 129,802 $16.3M 0.02% -5,552 Timeline EDV 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: 125,329 shares; 2024Q4: 160,231 shares; 2025Q1: 170,826 shares; 2025Q2: 183,931 shares; 2025Q3: 172,177 shares; 2025Q4: 224,216 shares; 2026Q1: 250,703 shares 250,703 $16.3M 0.02% +26,487 Timeline SPMD 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: 264,713 shares; 2024Q4: 248,406 shares; 2025Q1: 274,401 shares; 2025Q2: 289,056 shares; 2025Q3: 326,538 shares; 2025Q4: 266,755 shares; 2026Q1: 274,600 shares 274,600 $16.3M 0.02% +7,845 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,773 shares; 2024Q4: 23,009 shares; 2025Q1: 22,510 shares; 2025Q2: 33,469 shares; 2025Q3: 38,918 shares; 2025Q4: 39,680 shares; 2026Q1: 38,234 shares 38,234 $16.2M 0.02% -1,446 Timeline SKYY 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: 84,687 shares; 2024Q4: 122,596 shares; 2025Q1: 89,129 shares; 2025Q2: 94,458 shares; 2025Q3: 153,478 shares; 2025Q4: 136,150 shares; 2026Q1: 148,215 shares 148,215 $16.2M 0.02% +12,065 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,616 shares; 2024Q4: 46,774 shares; 2025Q1: 44,217 shares; 2025Q2: 53,940 shares; 2025Q3: 75,932 shares; 2025Q4: 77,374 shares; 2026Q1: 77,467 shares 77,467 $16.2M 0.02% +93 Timeline CEF 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: 360,293 shares; 2024Q4: 358,110 shares; 2025Q1: 359,294 shares; 2025Q2: 374,478 shares; 2025Q3: 415,021 shares; 2025Q4: 371,611 shares; 2026Q1: 338,427 shares 338,427 $16.1M 0.02% -33,184 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: 52,019 shares; 2024Q4: 46,001 shares; 2025Q1: 47,459 shares; 2025Q2: 47,409 shares; 2025Q3: 60,486 shares; 2025Q4: 59,725 shares; 2026Q1: 57,877 shares 57,877 $16.1M 0.02% -1,848 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,106 shares; 2024Q4: 233,934 shares; 2025Q1: 262,744 shares; 2025Q2: 310,193 shares; 2025Q3: 399,539 shares; 2025Q4: 406,386 shares; 2026Q1: 411,682 shares 411,682 $16.1M 0.02% +5,296 Timeline FNY 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: 41,040 shares; 2024Q4: 51,121 shares; 2025Q1: 57,710 shares; 2025Q2: 62,506 shares; 2025Q3: 76,586 shares; 2025Q4: 92,688 shares; 2026Q1: 177,035 shares 177,035 $16M 0.02% +84,347 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,717 shares; 2024Q4: 160,625 shares; 2025Q1: 156,412 shares; 2025Q2: 159,643 shares; 2025Q3: 242,266 shares; 2025Q4: 252,116 shares; 2026Q1: 246,357 shares 246,357 $15.9M 0.02% -5,759 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: 156,158 shares; 2024Q4: 231,531 shares; 2025Q1: 203,737 shares; 2025Q2: 154,692 shares; 2025Q3: 200,981 shares; 2025Q4: 239,386 shares; 2026Q1: 156,337 shares 156,337 $15.9M 0.02% -83,049 Timeline BSCR 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: 114,686 shares; 2024Q4: 430,249 shares; 2025Q1: 192,823 shares; 2025Q2: 227,043 shares; 2025Q3: 376,477 shares; 2025Q4: 453,395 shares; 2026Q1: 803,989 shares 803,989 $15.8M 0.02% +350,594 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196,754 shares; 2024Q4: 1,262,888 shares; 2025Q1: 1,377,023 shares; 2025Q2: 1,440,398 shares; 2025Q3: 1,480,371 shares; 2025Q4: 1,511,405 shares; 2026Q1: 1,530,527 shares 1,530,527 $15.8M 0.02% +19,122 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,016 shares; 2024Q4: 243,423 shares; 2025Q1: 210,516 shares; 2025Q2: 253,826 shares; 2025Q3: 384,126 shares; 2025Q4: 443,914 shares; 2026Q1: 272,871 shares 272,871 $15.7M 0.02% -171,043 Timeline FLRT 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: 134,869 shares; 2024Q4: 201,629 shares; 2025Q1: 228,821 shares; 2025Q2: 194,662 shares; 2025Q3: 335,459 shares; 2025Q4: 316,119 shares; 2026Q1: 338,561 shares 338,561 $15.7M 0.02% +22,442 Timeline RING 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: 32,815 shares; 2024Q4: 152,203 shares; 2025Q1: 201,250 shares; 2025Q2: 205,089 shares; 2025Q3: 225,434 shares; 2025Q4: 207,857 shares; 2026Q1: 198,360 shares 198,360 $15.7M 0.02% -9,497 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 16,718 shares; 2025Q1: 19,637 shares; 2025Q2: 19,402 shares; 2025Q3: 23,009 shares; 2025Q4: 22,813 shares; 2026Q1: 22,996 shares 22,996 $15.7M 0.02% +183 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,314 shares; 2025Q2: 80,307 shares; 2025Q3: 130,593 shares; 2025Q4: 139,643 shares; 2026Q1: 160,330 shares 160,330 $15.6M 0.02% +20,687 Timeline HACK 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: 53,915 shares; 2024Q4: 57,940 shares; 2025Q1: 192,448 shares; 2025Q2: 203,440 shares; 2025Q3: 141,535 shares; 2025Q4: 149,850 shares; 2026Q1: 207,321 shares 207,321 $15.6M 0.02% +57,471 Timeline SPYD 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: 169,247 shares; 2024Q4: 173,692 shares; 2025Q1: 190,733 shares; 2025Q2: 188,969 shares; 2025Q3: 270,904 shares; 2025Q4: 313,358 shares; 2026Q1: 341,655 shares 341,655 $15.6M 0.02% +28,297 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 50,296 shares; 2025Q1: 51,196 shares; 2025Q2: 38,205 shares; 2025Q3: 190,057 shares; 2025Q4: 207,917 shares; 2026Q1: 213,351 shares 213,351 $15.5M 0.02% +5,434 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,267 shares; 2024Q4: 137,134 shares; 2025Q1: 78,619 shares; 2025Q2: 76,814 shares; 2025Q3: 86,010 shares; 2025Q4: 221,076 shares; 2026Q1: 341,701 shares 341,701 $15.5M 0.02% +120,625 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,353 shares; 2024Q4: 81,528 shares; 2025Q1: 87,547 shares; 2025Q2: 96,244 shares; 2025Q3: 173,042 shares; 2025Q4: 184,108 shares; 2026Q1: 210,994 shares 210,994 $15.4M 0.02% +26,886 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: 31,783 shares; 2024Q4: 31,497 shares; 2025Q1: 35,251 shares; 2025Q2: 39,717 shares; 2025Q3: 71,451 shares; 2025Q4: 81,217 shares; 2026Q1: 85,609 shares 85,609 $15.4M 0.02% +4,392 Timeline ACWI 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: 73,880 shares; 2024Q4: 75,370 shares; 2025Q1: 85,209 shares; 2025Q2: 86,103 shares; 2025Q3: 106,048 shares; 2025Q4: 105,046 shares; 2026Q1: 111,218 shares 111,218 $15.4M 0.02% +6,172 Timeline FYX 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: 96,690 shares; 2024Q4: 97,743 shares; 2025Q1: 139,804 shares; 2025Q2: 133,400 shares; 2025Q3: 142,553 shares; 2025Q4: 131,196 shares; 2026Q1: 128,909 shares 128,909 $15.4M 0.02% -2,287 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: 263,214 shares; 2024Q4: 308,505 shares; 2025Q1: 345,842 shares; 2025Q2: 350,522 shares; 2025Q3: 354,702 shares; 2025Q4: 359,079 shares; 2026Q1: 355,318 shares 355,318 $15.3M 0.02% -3,761 Timeline PTMC 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: 372,156 shares; 2024Q4: 377,512 shares; 2025Q1: 378,574 shares; 2025Q2: 389,600 shares; 2025Q3: 432,447 shares; 2025Q4: 444,102 shares; 2026Q1: 419,672 shares 419,672 $15.3M 0.02% -24,430 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,556 shares; 2024Q4: 95,057 shares; 2025Q1: 92,278 shares; 2025Q2: 92,743 shares; 2025Q3: 377,936 shares; 2025Q4: 381,447 shares; 2026Q1: 388,444 shares 388,444 $15.3M 0.02% +6,997 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 8,938 shares; 2025Q1: 9,464 shares; 2025Q2: 8,938 shares; 2025Q3: 12,565 shares; 2025Q4: 12,794 shares; 2026Q1: 13,952 shares 13,952 $15.3M 0.02% +1,158 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,527 shares; 2024Q4: 66,111 shares; 2025Q1: 75,679 shares; 2025Q2: 77,753 shares; 2025Q3: 106,425 shares; 2025Q4: 90,383 shares; 2026Q1: 70,403 shares 70,403 $15.2M 0.02% -19,980 Timeline SDVD 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: 21,674 shares; 2024Q4: 232,749 shares; 2025Q1: 300,641 shares; 2025Q2: 332,060 shares; 2025Q3: 422,218 shares; 2025Q4: 505,289 shares; 2026Q1: 701,260 shares 701,260 $15.2M 0.02% +195,971 Timeline LDUR 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: 14,101 shares; 2024Q4: 11,624 shares; 2025Q1: 14,105 shares; 2025Q2: 17,903 shares; 2025Q3: 26,438 shares; 2025Q4: 27,231 shares; 2026Q1: 158,558 shares 158,558 $15.2M 0.02% +131,327 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: 189,237 shares; 2024Q4: 181,490 shares; 2025Q1: 186,594 shares; 2025Q2: 170,524 shares; 2025Q3: 187,855 shares; 2025Q4: 206,260 shares; 2026Q1: 215,250 shares 215,250 $15.1M 0.02% +8,990 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,658 shares; 2024Q4: 59,585 shares; 2025Q1: 72,604 shares; 2025Q2: 71,217 shares; 2025Q3: 96,452 shares; 2025Q4: 133,046 shares; 2026Q1: 137,054 shares 137,054 $15.1M 0.02% +4,008 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 57,321 shares; 2025Q3: 151,133 shares; 2025Q4: 257,745 shares; 2026Q1: 194,391 shares 194,391 $15.1M 0.02% -63,354 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 23,370 shares; 2025Q1: 38,523 shares; 2025Q2: 93,222 shares; 2025Q3: 150,421 shares; 2025Q4: 172,178 shares; 2026Q1: 140,286 shares 140,286 $15.1M 0.02% -31,892 Timeline XJUN 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: 432,732 shares; 2024Q4: 352,256 shares; 2025Q1: 351,352 shares; 2025Q2: 263,488 shares; 2025Q3: 276,909 shares; 2025Q4: 260,255 shares; 2026Q1: 349,887 shares 349,887 $15M 0.02% +89,632 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: 443,947 shares; 2024Q4: 437,036 shares; 2025Q1: 485,683 shares; 2025Q2: 466,528 shares; 2025Q3: 1,349,479 shares; 2025Q4: 463,332 shares; 2026Q1: 477,545 shares 477,545 $15M 0.02% +14,213 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: 40,993 shares; 2024Q4: 49,214 shares; 2025Q1: 137,614 shares; 2025Q2: 157,438 shares; 2025Q3: 203,476 shares; 2025Q4: 260,652 shares; 2026Q1: 187,722 shares 187,722 $15M 0.02% -72,930 Timeline VUSB 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: 97,593 shares; 2024Q4: 94,043 shares; 2025Q1: 127,293 shares; 2025Q2: 149,041 shares; 2025Q3: 167,857 shares; 2025Q4: 216,893 shares; 2026Q1: 301,213 shares 301,213 $15M 0.02% +84,320 Timeline IYK 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: 125,178 shares; 2024Q4: 144,900 shares; 2025Q1: 158,754 shares; 2025Q2: 172,194 shares; 2025Q3: 207,881 shares; 2025Q4: 211,172 shares; 2026Q1: 214,107 shares 214,107 $15M 0.02% +2,935 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,138 shares; 2024Q4: 187,109 shares; 2025Q1: 188,640 shares; 2025Q2: 191,210 shares; 2025Q3: 283,918 shares; 2025Q4: 293,204 shares; 2026Q1: 296,574 shares 296,574 $15M 0.02% +3,370 Timeline VFMO 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: 5,720 shares; 2024Q4: 270,390 shares; 2025Q1: 289,868 shares; 2025Q2: 311,015 shares; 2025Q3: 83,136 shares; 2025Q4: 85,311 shares; 2026Q1: 75,468 shares 75,468 $14.9M 0.02% -9,843 Timeline AFLG 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: 9,758 shares; 2024Q4: 131,361 shares; 2025Q1: 214,460 shares; 2025Q2: 302,560 shares; 2025Q3: 318,688 shares; 2025Q4: 299,829 shares; 2026Q1: 385,153 shares 385,153 $14.9M 0.02% +85,324 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,541 shares; 2024Q4: 66,967 shares; 2025Q1: 69,995 shares; 2025Q2: 61,560 shares; 2025Q3: 77,980 shares; 2025Q4: 71,249 shares; 2026Q1: 75,406 shares 75,406 $14.8M 0.02% +4,157 Timeline PHO 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: 231,470 shares; 2024Q4: 218,498 shares; 2025Q1: 210,967 shares; 2025Q2: 218,838 shares; 2025Q3: 229,843 shares; 2025Q4: 234,026 shares; 2026Q1: 221,756 shares 221,756 $14.8M 0.02% -12,270 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: 71,599 shares; 2024Q4: 70,692 shares; 2025Q1: 74,069 shares; 2025Q2: 84,190 shares; 2025Q3: 138,549 shares; 2025Q4: 508,651 shares; 2026Q1: 590,063 shares 590,063 $14.8M 0.02% +81,412 Timeline FUTY 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: 44,958 shares; 2024Q4: 34,913 shares; 2025Q1: 39,592 shares; 2025Q2: 45,142 shares; 2025Q3: 97,112 shares; 2025Q4: 192,970 shares; 2026Q1: 250,627 shares 250,627 $14.8M 0.02% +57,657 Timeline BOTZ 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: 349,603 shares; 2024Q4: 357,770 shares; 2025Q1: 344,581 shares; 2025Q2: 343,383 shares; 2025Q3: 433,511 shares; 2025Q4: 442,347 shares; 2026Q1: 445,202 shares 445,202 $14.8M 0.02% +2,855 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: 219,955 shares; 2024Q4: 267,104 shares; 2025Q1: 337,573 shares; 2025Q2: 350,546 shares; 2025Q3: 434,773 shares; 2025Q4: 388,795 shares; 2026Q1: 354,855 shares 354,855 $14.8M 0.02% -33,940 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 22,482 shares; 2025Q1: 24,334 shares; 2025Q2: 26,348 shares; 2025Q3: 57,377 shares; 2025Q4: 69,586 shares; 2026Q1: 71,628 shares 71,628 $14.8M 0.02% +2,042 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,766 shares; 2025Q3: 114,110 shares; 2025Q4: 223,720 shares; 2026Q1: 294,924 shares 294,924 $14.8M 0.02% +71,204 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: 109,259 shares; 2024Q4: 88,134 shares; 2025Q1: 102,412 shares; 2025Q2: 139,779 shares; 2025Q3: 297,086 shares; 2025Q4: 389,731 shares; 2026Q1: 366,440 shares 366,440 $14.7M 0.02% -23,291 Timeline PJAN 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: 437,886 shares; 2024Q4: 451,323 shares; 2025Q1: 248,951 shares; 2025Q2: 257,903 shares; 2025Q3: 264,301 shares; 2025Q4: 275,053 shares; 2026Q1: 317,958 shares 317,958 $14.7M 0.02% +42,905 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,890 shares; 2024Q4: 165,472 shares; 2025Q1: 175,879 shares; 2025Q2: 169,234 shares; 2025Q3: 208,231 shares; 2025Q4: 154,677 shares; 2026Q1: 161,089 shares 161,089 $14.7M 0.02% +6,412 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,418 shares; 2024Q4: 136,991 shares; 2025Q1: 84,027 shares; 2025Q2: 425,794 shares; 2025Q3: 307,755 shares; 2025Q4: 330,985 shares; 2026Q1: 428,397 shares 428,397 $14.6M 0.02% +97,412 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,328 shares; 2024Q4: 250,482 shares; 2025Q1: 296,651 shares; 2025Q2: 267,714 shares; 2025Q3: 330,618 shares; 2025Q4: 286,371 shares; 2026Q1: 396,557 shares 396,557 $14.6M 0.02% +110,186 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: 81,737 shares; 2024Q4: 75,922 shares; 2025Q1: 72,689 shares; 2025Q2: 78,709 shares; 2025Q3: 99,456 shares; 2025Q4: 96,581 shares; 2026Q1: 94,527 shares 94,527 $14.6M 0.02% -2,054 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426,002 shares; 2025Q2: 539,431 shares; 2025Q3: 611,783 shares; 2025Q4: 663,633 shares; 2026Q1: 795,584 shares 795,584 $14.5M 0.02% +131,951 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: 24,809 shares; 2024Q4: 35,864 shares; 2025Q1: 78,827 shares; 2025Q2: 74,235 shares; 2025Q3: 76,117 shares; 2025Q4: 87,796 shares; 2026Q1: 80,446 shares 80,446 $14.5M 0.02% -7,350 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,729 shares; 2025Q1: 158,067 shares; 2025Q2: 199,954 shares; 2025Q3: 250,561 shares; 2025Q4: 263,309 shares; 2026Q1: 285,170 shares 285,170 $14.4M 0.02% +21,861 Timeline FJUN 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: 313,733 shares; 2024Q4: 292,277 shares; 2025Q1: 317,533 shares; 2025Q2: 163,286 shares; 2025Q3: 189,940 shares; 2025Q4: 205,789 shares; 2026Q1: 255,390 shares 255,390 $14.4M 0.02% +49,601 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,171 shares; 2024Q4: 29,626 shares; 2025Q1: 27,859 shares; 2025Q2: 28,555 shares; 2025Q3: 36,341 shares; 2025Q4: 38,326 shares; 2026Q1: 40,208 shares 40,208 $14.4M 0.02% +1,882 Timeline FEX 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: 90,013 shares; 2024Q4: 89,109 shares; 2025Q1: 88,033 shares; 2025Q2: 109,398 shares; 2025Q3: 114,678 shares; 2025Q4: 114,669 shares; 2026Q1: 118,123 shares 118,123 $14.4M 0.02% +3,454 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,350 shares; 2024Q4: 155,139 shares; 2025Q1: 160,284 shares; 2025Q2: 174,831 shares; 2025Q3: 187,463 shares; 2025Q4: 195,956 shares; 2026Q1: 200,413 shares 200,413 $14.4M 0.02% +4,457 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: 396,522 shares; 2024Q4: 455,770 shares; 2025Q1: 393,511 shares; 2025Q2: 383,795 shares; 2025Q3: 416,940 shares; 2025Q4: 399,591 shares; 2026Q1: 447,941 shares 447,941 $14.3M 0.02% +48,350 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: 55,313 shares; 2024Q4: 47,952 shares; 2025Q1: 62,036 shares; 2025Q2: 60,193 shares; 2025Q3: 70,579 shares; 2025Q4: 70,781 shares; 2026Q1: 72,436 shares 72,436 $14.3M 0.02% +1,655 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: 320,345 shares; 2024Q4: 279,781 shares; 2025Q1: 259,023 shares; 2025Q2: 283,808 shares; 2025Q3: 285,978 shares; 2025Q4: 267,334 shares; 2026Q1: 360,800 shares 360,800 $14.2M 0.02% +93,466 Timeline JHCP JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,467 shares; 2025Q4: 523,307 shares; 2026Q1: 564,742 shares 564,742 $14.2M 0.02% +41,435 Timeline FRI 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: 410,739 shares; 2024Q4: 572,588 shares; 2025Q1: 524,368 shares; 2025Q2: 482,629 shares; 2025Q3: 517,463 shares; 2025Q4: 495,468 shares; 2026Q1: 497,818 shares 497,818 $14.2M 0.02% +2,350 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: 36,030 shares; 2024Q4: 36,595 shares; 2025Q1: 38,275 shares; 2025Q2: 36,719 shares; 2025Q3: 39,767 shares; 2025Q4: 41,691 shares; 2026Q1: 31,823 shares 31,823 $14.1M 0.02% -9,868 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: 212,340 shares; 2024Q4: 245,041 shares; 2025Q1: 264,225 shares; 2025Q2: 219,244 shares; 2025Q3: 224,134 shares; 2025Q4: 356,898 shares; 2026Q1: 345,949 shares 345,949 $14.1M 0.02% -10,949 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711,902 shares; 2026Q1: 1,618,331 shares 1,618,331 $14.1M 0.02% -93,571 Timeline IGLD 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: 137,165 shares; 2024Q4: 98,631 shares; 2025Q1: 193,029 shares; 2025Q2: 180,264 shares; 2025Q3: 380,464 shares; 2025Q4: 461,088 shares; 2026Q1: 552,819 shares 552,819 $14.1M 0.02% +91,731 Timeline FALN 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: 657,852 shares; 2024Q4: 485,264 shares; 2025Q1: 532,642 shares; 2025Q2: 469,714 shares; 2025Q3: 239,423 shares; 2025Q4: 532,933 shares; 2026Q1: 525,443 shares 525,443 $14M 0.01% -7,490 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,167 shares; 2024Q4: 44,492 shares; 2025Q1: 39,322 shares; 2025Q2: 154,242 shares; 2025Q3: 171,589 shares; 2025Q4: 160,868 shares; 2026Q1: 209,311 shares 209,311 $14M 0.01% +48,443 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,776 shares; 2024Q4: 97,745 shares; 2025Q1: 167,159 shares; 2025Q2: 171,590 shares; 2025Q3: 196,842 shares; 2025Q4: 208,758 shares; 2026Q1: 200,829 shares 200,829 $14M 0.01% -7,929 Timeline BSCQ 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: 88,298 shares; 2024Q4: 143,362 shares; 2025Q1: 303,781 shares; 2025Q2: 365,691 shares; 2025Q3: 511,003 shares; 2025Q4: 616,188 shares; 2026Q1: 716,112 shares 716,112 $14M 0.01% +99,924 Timeline MLPX 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: 228,351 shares; 2024Q4: 242,349 shares; 2025Q1: 250,246 shares; 2025Q2: 258,139 shares; 2025Q3: 247,701 shares; 2025Q4: 205,042 shares; 2026Q1: 189,050 shares 189,050 $14M 0.01% -15,992 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: 26,060 shares; 2024Q4: 40,471 shares; 2025Q1: 62,794 shares; 2025Q2: 134,328 shares; 2025Q3: 279,316 shares; 2025Q4: 306,720 shares; 2026Q1: 329,838 shares 329,838 $13.9M 0.01% +23,118 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: 914,434 shares; 2024Q4: 910,415 shares; 2025Q1: 1,439,621 shares; 2025Q2: 1,466,153 shares; 2025Q3: 1,079,547 shares; 2025Q4: 1,120,420 shares; 2026Q1: 1,153,947 shares 1,153,947 $13.9M 0.01% +33,527 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,226 shares; 2024Q4: 340,451 shares; 2025Q1: 363,492 shares; 2025Q2: 338,427 shares; 2025Q3: 313,852 shares; 2025Q4: 308,096 shares; 2026Q1: 301,484 shares 301,484 $13.9M 0.01% -6,612 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,744 shares; 2024Q4: 286,196 shares; 2025Q1: 293,736 shares; 2025Q2: 223,326 shares; 2025Q3: 360,316 shares; 2025Q4: 401,411 shares; 2026Q1: 300,572 shares 300,572 $13.9M 0.01% -100,839 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,112 shares; 2024Q4: 115,527 shares; 2025Q1: 124,242 shares; 2025Q2: 128,210 shares; 2025Q3: 137,270 shares; 2025Q4: 135,694 shares; 2026Q1: 116,750 shares 116,750 $13.9M 0.01% -18,944 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: 10,804 shares; 2024Q4: 14,998 shares; 2025Q1: 22,431 shares; 2025Q2: 31,214 shares; 2025Q3: 102,046 shares; 2025Q4: 136,524 shares; 2026Q1: 222,418 shares 222,418 $13.8M 0.01% +85,894 Timeline AFDM 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: 35,186 shares; 2024Q4: 51,388 shares; 2025Q1: 79,138 shares; 2025Q2: 93,760 shares; 2025Q3: 115,613 shares; 2025Q4: 138,746 shares; 2026Q1: 168,550 shares 168,550 $13.8M 0.01% +29,804 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,152 shares; 2024Q4: 381,933 shares; 2025Q1: 373,443 shares; 2025Q2: 379,214 shares; 2025Q3: 434,193 shares; 2025Q4: 438,456 shares; 2026Q1: 425,543 shares 425,543 $13.8M 0.01% -12,913 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 44,652 shares; 2025Q1: 51,410 shares; 2025Q2: 56,276 shares; 2025Q3: 71,795 shares; 2025Q4: 71,820 shares; 2026Q1: 70,471 shares 70,471 $13.8M 0.01% -1,349 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,469 shares; 2024Q4: 206,377 shares; 2025Q1: 229,680 shares; 2025Q2: 248,619 shares; 2025Q3: 261,733 shares; 2025Q4: 217,390 shares; 2026Q1: 252,867 shares 252,867 $13.8M 0.01% +35,477 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: 480,072 shares; 2024Q4: 475,128 shares; 2025Q1: 504,008 shares; 2025Q2: 229,940 shares; 2025Q3: 354,762 shares; 2025Q4: 444,187 shares; 2026Q1: 480,849 shares 480,849 $13.8M 0.01% +36,662 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,244 shares; 2024Q4: 416,116 shares; 2025Q1: 606,509 shares; 2025Q2: 679,066 shares; 2025Q3: 1,203,938 shares; 2025Q4: 1,261,043 shares; 2026Q1: 1,251,299 shares 1,251,299 $13.8M 0.01% -9,744 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,678 shares; 2024Q4: 130,326 shares; 2025Q1: 135,029 shares; 2025Q2: 154,336 shares; 2025Q3: 244,194 shares; 2025Q4: 274,839 shares; 2026Q1: 308,853 shares 308,853 $13.8M 0.01% +34,014 Timeline FPX 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: 102,437 shares; 2024Q4: 101,309 shares; 2025Q1: 98,619 shares; 2025Q2: 88,347 shares; 2025Q3: 91,795 shares; 2025Q4: 83,663 shares; 2026Q1: 86,687 shares 86,687 $13.8M 0.01% +3,024 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 22,344 shares; 2025Q1: 28,425 shares; 2025Q2: 33,116 shares; 2025Q3: 37,501 shares; 2025Q4: 32,474 shares; 2026Q1: 31,537 shares 31,537 $13.8M 0.01% -937 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,725 shares; 2025Q4: 273,145 shares; 2026Q1: 276,524 shares 276,524 $13.7M 0.01% +3,379 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,595 shares; 2024Q4: 277,531 shares; 2025Q1: 287,605 shares; 2025Q2: 316,187 shares; 2025Q3: 692,029 shares; 2025Q4: 1,140,937 shares; 2026Q1: 1,447,552 shares 1,447,552 $13.7M 0.01% +306,615 Timeline IJJ 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: 107,895 shares; 2024Q4: 106,498 shares; 2025Q1: 164,884 shares; 2025Q2: 80,724 shares; 2025Q3: 95,894 shares; 2025Q4: 95,150 shares; 2026Q1: 103,300 shares 103,300 $13.7M 0.01% +8,150 Timeline XIMR 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: 429,602 shares; 2024Q4: 482,570 shares; 2025Q1: 567,465 shares; 2025Q2: 717,907 shares; 2025Q3: 779,458 shares; 2025Q4: 526,595 shares; 2026Q1: 441,171 shares 441,171 $13.6M 0.01% -85,424 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,868 shares; 2024Q4: 179,808 shares; 2025Q1: 275,934 shares; 2025Q2: 284,397 shares; 2025Q3: 347,726 shares; 2025Q4: 341,683 shares; 2026Q1: 356,872 shares 356,872 $13.6M 0.01% +15,189 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: 308,022 shares; 2024Q4: 290,311 shares; 2025Q1: 266,814 shares; 2025Q2: 260,763 shares; 2025Q3: 354,852 shares; 2025Q4: 335,419 shares; 2026Q1: 318,614 shares 318,614 $13.6M 0.01% -16,805 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,815 shares; 2024Q4: 321,261 shares; 2025Q1: 569,677 shares; 2025Q2: 576,615 shares; 2025Q3: 608,039 shares; 2025Q4: 434,931 shares; 2026Q1: 543,151 shares 543,151 $13.6M 0.01% +108,220 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: 102,686 shares; 2024Q4: 125,716 shares; 2025Q1: 132,098 shares; 2025Q2: 136,472 shares; 2025Q3: 161,434 shares; 2025Q4: 146,801 shares; 2026Q1: 146,922 shares 146,922 $13.6M 0.01% +121 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,860 shares; 2025Q2: 217,403 shares; 2025Q3: 236,257 shares; 2025Q4: 293,431 shares; 2026Q1: 338,970 shares 338,970 $13.6M 0.01% +45,539 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,451 shares; 2024Q4: 248,425 shares; 2025Q1: 462,561 shares; 2025Q2: 468,535 shares; 2025Q3: 529,704 shares; 2025Q4: 551,056 shares; 2026Q1: 631,659 shares 631,659 $13.6M 0.01% +80,603 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: 375,266 shares; 2024Q4: 330,986 shares; 2025Q1: 363,227 shares; 2025Q2: 379,476 shares; 2025Q3: 438,859 shares; 2025Q4: 426,066 shares; 2026Q1: 472,312 shares 472,312 $13.6M 0.01% +46,246 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: 70,053 shares; 2024Q4: 103,459 shares; 2025Q1: 175,043 shares; 2025Q2: 194,041 shares; 2025Q3: 236,133 shares; 2025Q4: 286,692 shares; 2026Q1: 382,879 shares 382,879 $13.6M 0.01% +96,187 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718,246 shares; 2024Q4: 703,415 shares; 2025Q1: 710,814 shares; 2025Q2: 692,694 shares; 2025Q3: 798,040 shares; 2025Q4: 785,133 shares; 2026Q1: 866,240 shares 866,240 $13.6M 0.01% +81,107 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,898 shares; 2024Q4: 77,278 shares; 2025Q1: 130,075 shares; 2025Q2: 46,637 shares; 2025Q3: 107,626 shares; 2025Q4: 113,379 shares; 2026Q1: 141,139 shares 141,139 $13.5M 0.01% +27,760 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: 19,835 shares; 2024Q4: 17,994 shares; 2025Q1: 19,420 shares; 2025Q2: 20,643 shares; 2025Q3: 22,434 shares; 2025Q4: 24,854 shares; 2026Q1: 24,073 shares 24,073 $13.5M 0.01% -781 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,907 shares; 2025Q3: 240,022 shares; 2025Q4: 251,756 shares; 2026Q1: 331,723 shares 331,723 $13.5M 0.01% +79,967 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,924 shares; 2024Q4: 167,925 shares; 2025Q1: 189,447 shares; 2025Q2: 213,696 shares; 2025Q3: 268,821 shares; 2025Q4: 133,918 shares; 2026Q1: 149,572 shares 149,572 $13.5M 0.01% +15,654 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,597 shares; 2024Q4: 52,404 shares; 2025Q1: 52,102 shares; 2025Q2: 51,336 shares; 2025Q3: 67,625 shares; 2025Q4: 74,584 shares; 2026Q1: 86,617 shares 86,617 $13.5M 0.01% +12,033 Timeline HYDB 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: 308,247 shares; 2024Q4: 442,491 shares; 2025Q1: 437,594 shares; 2025Q2: 301,795 shares; 2025Q3: 342,304 shares; 2025Q4: 301,802 shares; 2026Q1: 288,508 shares 288,508 $13.4M 0.01% -13,294 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,207 shares; 2024Q4: 675,484 shares; 2025Q1: 686,307 shares; 2025Q2: 685,328 shares; 2025Q3: 761,379 shares; 2025Q4: 754,787 shares; 2026Q1: 782,626 shares 782,626 $13.4M 0.01% +27,839 Timeline IVOO 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: 147,820 shares; 2024Q4: 143,705 shares; 2025Q1: 112,955 shares; 2025Q2: 112,893 shares; 2025Q3: 122,432 shares; 2025Q4: 119,683 shares; 2026Q1: 116,460 shares 116,460 $13.3M 0.01% -3,223 Timeline FBT 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: 43,286 shares; 2025Q2: 45,416 shares; 2025Q3: 52,806 shares; 2025Q4: 62,870 shares; 2026Q1: 66,297 shares 66,297 $13.3M 0.01% +3,427 Timeline IHI 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: 250,169 shares; 2024Q4: 248,992 shares; 2025Q1: 259,602 shares; 2025Q2: 300,387 shares; 2025Q3: 331,491 shares; 2025Q4: 325,151 shares; 2026Q1: 249,409 shares 249,409 $13.3M 0.01% -75,742 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: 20,696 shares; 2024Q4: 19,861 shares; 2025Q1: 20,606 shares; 2025Q2: 20,852 shares; 2025Q3: 59,798 shares; 2025Q4: 99,108 shares; 2026Q1: 118,264 shares 118,264 $13.3M 0.01% +19,156 Timeline GNOV 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: 135,490 shares; 2024Q4: 314,135 shares; 2025Q1: 312,192 shares; 2025Q2: 316,421 shares; 2025Q3: 330,500 shares; 2025Q4: 342,205 shares; 2026Q1: 340,216 shares 340,216 $13.2M 0.01% -1,989 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,650 shares; 2024Q4: 169,836 shares; 2025Q1: 189,083 shares; 2025Q2: 187,870 shares; 2025Q3: 194,725 shares; 2025Q4: 185,654 shares; 2026Q1: 181,582 shares 181,582 $13.2M 0.01% -4,072 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: 61,652 shares; 2024Q4: 43,107 shares; 2025Q1: 45,776 shares; 2025Q2: 56,932 shares; 2025Q3: 74,425 shares; 2025Q4: 73,900 shares; 2026Q1: 70,728 shares 70,728 $13.2M 0.01% -3,172 Timeline SPHD 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: 204,411 shares; 2024Q4: 214,473 shares; 2025Q1: 212,384 shares; 2025Q2: 222,212 shares; 2025Q3: 264,764 shares; 2025Q4: 258,679 shares; 2026Q1: 265,749 shares 265,749 $13.2M 0.01% +7,070 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 13,639 shares; 2025Q1: 27,846 shares; 2025Q2: 27,099 shares; 2025Q3: 37,688 shares; 2025Q4: 58,035 shares; 2026Q1: 60,242 shares 60,242 $13.2M 0.01% +2,207 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,035 shares; 2024Q4: 466,607 shares; 2025Q1: 472,908 shares; 2025Q2: 533,193 shares; 2025Q3: 595,239 shares; 2025Q4: 603,908 shares; 2026Q1: 764,957 shares 764,957 $13.2M 0.01% +161,049 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: 183,470 shares; 2026Q1: 377,707 shares 377,707 $13.1M 0.01% +194,237 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 24,116 shares; 2025Q1: 23,595 shares; 2025Q2: 17,823 shares; 2025Q3: 232,397 shares; 2025Q4: 236,262 shares; 2026Q1: 210,347 shares 210,347 $13.1M 0.01% -25,915 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,965 shares; 2024Q4: 130,007 shares; 2025Q1: 151,113 shares; 2025Q2: 170,283 shares; 2025Q3: 215,169 shares; 2025Q4: 275,312 shares; 2026Q1: 315,497 shares 315,497 $13M 0.01% +40,185 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: 7,517 shares; 2025Q2: 5,648 shares; 2025Q3: 8,702 shares; 2025Q4: 9,895 shares; 2026Q1: 20,381 shares 20,381 $12.9M 0.01% +10,486 Timeline FXL 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: 65,857 shares; 2024Q4: 68,529 shares; 2025Q1: 69,073 shares; 2025Q2: 70,515 shares; 2025Q3: 90,556 shares; 2025Q4: 84,877 shares; 2026Q1: 81,370 shares 81,370 $12.9M 0.01% -3,507 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: 54,952 shares; 2024Q4: 64,609 shares; 2025Q1: 73,818 shares; 2025Q2: 73,802 shares; 2025Q3: 88,337 shares; 2025Q4: 96,339 shares; 2026Q1: 116,007 shares 116,007 $12.9M 0.01% +19,668 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 11,245 shares; 2025Q1: 24,061 shares; 2025Q2: 28,131 shares; 2025Q3: 125,263 shares; 2025Q4: 183,830 shares; 2026Q1: 196,278 shares 196,278 $12.9M 0.01% +12,448 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 12,048 shares; 2025Q1: 16,475 shares; 2025Q2: 19,722 shares; 2025Q3: 36,929 shares; 2025Q4: 30,834 shares; 2026Q1: 32,582 shares 32,582 $12.8M 0.01% +1,748 Timeline SPGP 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: 109,944 shares; 2024Q4: 63,427 shares; 2025Q1: 59,734 shares; 2025Q2: 47,688 shares; 2025Q3: 151,551 shares; 2025Q4: 133,109 shares; 2026Q1: 119,234 shares 119,234 $12.8M 0.01% -13,875 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,536 shares; 2024Q4: 277,383 shares; 2025Q1: 312,204 shares; 2025Q2: 239,475 shares; 2025Q3: 218,487 shares; 2025Q4: 228,586 shares; 2026Q1: 232,254 shares 232,254 $12.8M 0.01% +3,668 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,547 shares; 2024Q4: 255,051 shares; 2025Q1: 253,590 shares; 2025Q2: 286,169 shares; 2025Q3: 350,269 shares; 2025Q4: 366,609 shares; 2026Q1: 319,498 shares 319,498 $12.8M 0.01% -47,111 Timeline SUSA 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: 52,266 shares; 2024Q4: 53,810 shares; 2025Q1: 51,858 shares; 2025Q2: 65,079 shares; 2025Q3: 93,749 shares; 2025Q4: 96,203 shares; 2026Q1: 96,974 shares 96,974 $12.8M 0.01% +771 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,421 shares; 2024Q4: 661,475 shares; 2025Q1: 764,902 shares; 2025Q2: 704,006 shares; 2025Q3: 680,269 shares; 2025Q4: 732,076 shares; 2026Q1: 673,855 shares 673,855 $12.8M 0.01% -58,221 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,361 shares; 2024Q4: 95,803 shares; 2025Q1: 118,366 shares; 2025Q2: 117,252 shares; 2025Q3: 139,958 shares; 2025Q4: 147,723 shares; 2026Q1: 150,752 shares 150,752 $12.8M 0.01% +3,029 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: 250,724 shares; 2024Q4: 167,936 shares; 2025Q1: 224,914 shares; 2025Q2: 215,659 shares; 2025Q3: 233,847 shares; 2025Q4: 228,997 shares; 2026Q1: 304,235 shares 304,235 $12.8M 0.01% +75,238 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: 150,066 shares; 2024Q4: 153,612 shares; 2025Q1: 187,098 shares; 2025Q2: 165,639 shares; 2025Q3: 167,172 shares; 2025Q4: 194,036 shares; 2026Q1: 206,074 shares 206,074 $12.7M 0.01% +12,038 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,284 shares; 2024Q4: 71,930 shares; 2025Q1: 102,975 shares; 2025Q2: 378,358 shares; 2025Q3: 199,524 shares; 2025Q4: 253,019 shares; 2026Q1: 240,360 shares 240,360 $12.7M 0.01% -12,659 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: 102,169 shares; 2024Q4: 98,026 shares; 2025Q1: 93,414 shares; 2025Q2: 91,984 shares; 2025Q3: 104,730 shares; 2025Q4: 105,253 shares; 2026Q1: 107,776 shares 107,776 $12.7M 0.01% +2,523 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: 79,308 shares; 2024Q4: 198,051 shares; 2025Q1: 196,500 shares; 2025Q2: 174,413 shares; 2025Q3: 216,046 shares; 2025Q4: 248,674 shares; 2026Q1: 268,749 shares 268,749 $12.7M 0.01% +20,075 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,666 shares; 2024Q4: 50,603 shares; 2025Q1: 43,357 shares; 2025Q2: 40,395 shares; 2025Q3: 48,681 shares; 2025Q4: 63,824 shares; 2026Q1: 89,678 shares 89,678 $12.7M 0.01% +25,854 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: 71,054 shares; 2024Q4: 55,684 shares; 2025Q1: 94,413 shares; 2025Q2: 96,774 shares; 2025Q3: 248,900 shares; 2025Q4: 262,311 shares; 2026Q1: 271,079 shares 271,079 $12.6M 0.01% +8,768 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,309 shares; 2024Q4: 112,131 shares; 2025Q1: 101,083 shares; 2025Q2: 99,794 shares; 2025Q3: 145,134 shares; 2025Q4: 157,318 shares; 2026Q1: 154,899 shares 154,899 $12.6M 0.01% -2,419 Timeline PDEC 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: 180,632 shares; 2024Q4: 215,831 shares; 2025Q1: 273,827 shares; 2025Q2: 275,901 shares; 2025Q3: 292,054 shares; 2025Q4: 348,330 shares; 2026Q1: 295,846 shares 295,846 $12.6M 0.01% -52,484 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,980 shares; 2026Q1: 504,471 shares 504,471 $12.6M 0.01% +487,491 Timeline PJUL 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: 253,642 shares; 2024Q4: 230,367 shares; 2025Q1: 247,794 shares; 2025Q2: 245,934 shares; 2025Q3: 314,961 shares; 2025Q4: 317,260 shares; 2026Q1: 272,674 shares 272,674 $12.5M 0.01% -44,586 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: 929,536 shares; 2024Q4: 925,051 shares; 2025Q1: 969,138 shares; 2025Q2: 998,576 shares; 2025Q3: 1,315,651 shares; 2025Q4: 1,266,842 shares; 2026Q1: 1,231,205 shares 1,231,205 $12.5M 0.01% -35,637 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: 78,073 shares; 2024Q4: 76,594 shares; 2025Q1: 77,370 shares; 2025Q2: 76,126 shares; 2025Q3: 85,417 shares; 2025Q4: 83,508 shares; 2026Q1: 71,329 shares 71,329 $12.5M 0.01% -12,179 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: 34,920 shares; 2024Q4: 40,583 shares; 2025Q1: 44,605 shares; 2025Q2: 53,817 shares; 2025Q3: 68,694 shares; 2025Q4: 69,380 shares; 2026Q1: 77,412 shares 77,412 $12.5M 0.01% +8,032 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: 202,109 shares; 2024Q4: 210,649 shares; 2025Q1: 236,282 shares; 2025Q2: 232,361 shares; 2025Q3: 305,363 shares; 2025Q4: 316,535 shares; 2026Q1: 336,007 shares 336,007 $12.5M 0.01% +19,472 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,444 shares; 2025Q4: 60,120 shares; 2026Q1: 424,412 shares 424,412 $12.5M 0.01% +364,292 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 17,779 shares; 2025Q1: 22,757 shares; 2025Q2: 156,018 shares; 2025Q3: 231,828 shares; 2025Q4: 249,460 shares; 2026Q1: 258,002 shares 258,002 $12.5M 0.01% +8,542 Timeline PSCX PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409,112 shares 409,112 $12.5M 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 19,804 shares; 2025Q1: 19,874 shares; 2025Q2: 24,772 shares; 2025Q3: 24,910 shares; 2025Q4: 31,995 shares; 2026Q1: 32,043 shares 32,043 $12.4M 0.01% +48 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,501 shares; 2025Q1: 7,522 shares; 2025Q2: 7,117 shares; 2025Q3: 60,654 shares; 2025Q4: 62,062 shares; 2026Q1: 127,427 shares 127,427 $12.4M 0.01% +65,365 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: 69,094 shares; 2024Q4: 76,807 shares; 2025Q1: 108,352 shares; 2025Q2: 115,368 shares; 2025Q3: 147,378 shares; 2025Q4: 166,482 shares; 2026Q1: 171,126 shares 171,126 $12.4M 0.01% +4,644 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: 329,182 shares; 2024Q4: 344,978 shares; 2025Q1: 353,269 shares; 2025Q2: 353,057 shares; 2025Q3: 158,431 shares; 2025Q4: 142,540 shares; 2026Q1: 143,467 shares 143,467 $12.4M 0.01% +927 Timeline FELC 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: 12,001 shares; 2024Q4: 11,963 shares; 2025Q1: 45,578 shares; 2025Q2: 57,143 shares; 2025Q3: 441,063 shares; 2025Q4: 343,482 shares; 2026Q1: 341,372 shares 341,372 $12.4M 0.01% -2,110 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: 8,745 shares; 2024Q4: 9,239 shares; 2025Q1: 10,575 shares; 2025Q2: 9,754 shares; 2025Q3: 16,049 shares; 2025Q4: 15,808 shares; 2026Q1: 16,006 shares 16,006 $12.4M 0.01% +198 Timeline ESGD 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: 58,619 shares; 2024Q4: 64,603 shares; 2025Q1: 61,057 shares; 2025Q2: 86,769 shares; 2025Q3: 116,774 shares; 2025Q4: 125,295 shares; 2026Q1: 129,155 shares 129,155 $12.3M 0.01% +3,860 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,666 shares; 2025Q1: 79,787 shares; 2025Q2: 128,629 shares; 2025Q3: 175,825 shares; 2025Q4: 220,033 shares; 2026Q1: 245,133 shares 245,133 $12.3M 0.01% +25,100 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 36,501 shares; 2025Q1: 44,035 shares; 2025Q2: 36,935 shares; 2025Q3: 48,558 shares; 2025Q4: 49,993 shares; 2026Q1: 46,289 shares 46,289 $12.3M 0.01% -3,704 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,295 shares; 2024Q4: 76,870 shares; 2025Q1: 75,509 shares; 2025Q2: 91,356 shares; 2025Q3: 136,578 shares; 2025Q4: 136,728 shares; 2026Q1: 183,126 shares 183,126 $12.3M 0.01% +46,398 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: 423,849 shares; 2024Q4: 424,047 shares; 2025Q1: 388,504 shares; 2025Q2: 370,792 shares; 2025Q3: 327,967 shares; 2025Q4: 326,422 shares; 2026Q1: 313,123 shares 313,123 $12.3M 0.01% -13,299 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 42,118 shares; 2025Q1: 123,455 shares; 2025Q2: 117,720 shares; 2025Q3: 223,974 shares; 2025Q4: 285,764 shares; 2026Q1: 253,938 shares 253,938 $12.3M 0.01% -31,826 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,486 shares; 2024Q4: 132,903 shares; 2025Q1: 177,641 shares; 2025Q2: 167,241 shares; 2025Q3: 193,228 shares; 2025Q4: 398,548 shares; 2026Q1: 580,655 shares 580,655 $12.2M 0.01% +182,107 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,608 shares; 2024Q4: 79,920 shares; 2025Q1: 79,017 shares; 2025Q2: 73,928 shares; 2025Q3: 142,253 shares; 2025Q4: 139,170 shares; 2026Q1: 167,706 shares 167,706 $12.2M 0.01% +28,536 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,097 shares; 2024Q4: 73,375 shares; 2025Q1: 66,984 shares; 2025Q2: 95,789 shares; 2025Q3: 169,007 shares; 2025Q4: 298,568 shares; 2026Q1: 380,543 shares 380,543 $12.2M 0.01% +81,975 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: 49,517 shares; 2024Q4: 61,603 shares; 2025Q1: 78,899 shares; 2025Q2: 76,895 shares; 2025Q3: 95,873 shares; 2025Q4: 98,469 shares; 2026Q1: 102,845 shares 102,845 $12.1M 0.01% +4,376 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,528 shares; 2024Q4: 17,062 shares; 2025Q1: 18,547 shares; 2025Q2: 18,913 shares; 2025Q3: 34,505 shares; 2025Q4: 50,203 shares; 2026Q1: 40,848 shares 40,848 $12.1M 0.01% -9,355 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,579 shares; 2024Q4: 63,789 shares; 2025Q1: 62,984 shares; 2025Q2: 65,093 shares; 2025Q3: 95,994 shares; 2025Q4: 97,155 shares; 2026Q1: 95,499 shares 95,499 $12.1M 0.01% -1,656 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,064 shares; 2026Q1: 228,670 shares 228,670 $12.1M 0.01% -46,394 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: 273,890 shares; 2024Q4: 292,379 shares; 2025Q1: 365,190 shares; 2025Q2: 387,309 shares; 2025Q3: 466,013 shares; 2025Q4: 482,426 shares; 2026Q1: 462,596 shares 462,596 $12.1M 0.01% -19,830 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: 359,266 shares; 2024Q4: 315,678 shares; 2025Q1: 316,280 shares; 2025Q2: 322,938 shares; 2025Q3: 305,635 shares; 2025Q4: 260,256 shares; 2026Q1: 293,400 shares 293,400 $12.1M 0.01% +33,144 Timeline DGT 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: 39,577 shares; 2025Q4: 59,202 shares; 2026Q1: 70,882 shares 70,882 $12M 0.01% +11,680 Timeline ITM 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: 175,694 shares; 2024Q4: 192,829 shares; 2025Q1: 192,175 shares; 2025Q2: 173,888 shares; 2025Q3: 239,879 shares; 2025Q4: 264,833 shares; 2026Q1: 256,904 shares 256,904 $11.9M 0.01% -7,929 Timeline JIG 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: 8,436 shares; 2024Q4: 17,457 shares; 2025Q1: 25,711 shares; 2025Q2: 41,173 shares; 2025Q3: 111,109 shares; 2025Q4: 129,260 shares; 2026Q1: 160,485 shares 160,485 $11.9M 0.01% +31,225 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,356 shares; 2024Q4: 56,103 shares; 2025Q1: 61,564 shares; 2025Q2: 62,059 shares; 2025Q3: 82,104 shares; 2025Q4: 109,729 shares; 2026Q1: 131,728 shares 131,728 $11.9M 0.01% +21,999 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,179 shares; 2024Q4: 128,118 shares; 2025Q1: 125,719 shares; 2025Q2: 128,296 shares; 2025Q3: 179,405 shares; 2025Q4: 195,441 shares; 2026Q1: 303,860 shares 303,860 $11.8M 0.01% +108,419 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: 695,178 shares; 2024Q4: 881,036 shares; 2025Q1: 937,730 shares; 2025Q2: 678,079 shares; 2025Q3: 762,312 shares; 2025Q4: 704,984 shares; 2026Q1: 579,089 shares 579,089 $11.8M 0.01% -125,895 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,310 shares; 2024Q4: 188,868 shares; 2025Q1: 192,399 shares; 2025Q2: 172,639 shares; 2025Q3: 181,027 shares; 2025Q4: 197,043 shares; 2026Q1: 235,246 shares 235,246 $11.8M 0.01% +38,203 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 25,991 shares; 2025Q1: 24,248 shares; 2025Q2: 20,803 shares; 2025Q3: 27,162 shares; 2025Q4: 27,494 shares; 2026Q1: 36,423 shares 36,423 $11.8M 0.01% +8,929 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 65,808 shares; 2025Q1: 63,500 shares; 2025Q2: 69,956 shares; 2025Q3: 146,679 shares; 2025Q4: 121,020 shares; 2026Q1: 111,763 shares 111,763 $11.7M 0.01% -9,257 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,355 shares; 2024Q4: 41,879 shares; 2025Q1: 329,731 shares; 2025Q2: 251,891 shares; 2025Q3: 283,100 shares; 2025Q4: 497,042 shares; 2026Q1: 372,644 shares 372,644 $11.7M 0.01% -124,398 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: 127,507 shares; 2024Q4: 144,984 shares; 2025Q1: 454,611 shares; 2025Q2: 398,077 shares; 2025Q3: 471,410 shares; 2025Q4: 419,861 shares; 2026Q1: 487,877 shares 487,877 $11.7M 0.01% +68,016 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,129 shares; 2024Q4: 102,565 shares; 2025Q1: 102,022 shares; 2025Q2: 103,978 shares; 2025Q3: 121,246 shares; 2025Q4: 131,892 shares; 2026Q1: 137,528 shares 137,528 $11.7M 0.01% +5,636 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: 423,387 shares; 2024Q4: 442,868 shares; 2025Q1: 453,969 shares; 2025Q2: 354,263 shares; 2025Q3: 440,076 shares; 2025Q4: 443,303 shares; 2026Q1: 438,155 shares 438,155 $11.7M 0.01% -5,148 Timeline VTES 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: 28,131 shares; 2024Q4: 26,666 shares; 2025Q1: 69,712 shares; 2025Q2: 103,246 shares; 2025Q3: 117,920 shares; 2025Q4: 116,241 shares; 2026Q1: 115,283 shares 115,283 $11.7M 0.01% -958 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,185 shares; 2024Q4: 33,180 shares; 2025Q1: 35,592 shares; 2025Q2: 34,164 shares; 2025Q3: 48,272 shares; 2025Q4: 63,767 shares; 2026Q1: 67,724 shares 67,724 $11.7M 0.01% +3,957 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: 76,040 shares; 2025Q3: 190,850 shares; 2025Q4: 164,330 shares; 2026Q1: 181,414 shares 181,414 $11.7M 0.01% +17,084 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: 378,669 shares; 2024Q4: 463,699 shares; 2025Q1: 630,800 shares; 2025Q2: 772,691 shares; 2025Q3: 934,737 shares; 2025Q4: 932,282 shares; 2026Q1: 1,157,316 shares 1,157,316 $11.6M 0.01% +225,034 Timeline PMAR 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: 260,529 shares; 2024Q4: 244,292 shares; 2025Q1: 246,508 shares; 2025Q2: 272,471 shares; 2025Q3: 270,496 shares; 2025Q4: 256,136 shares; 2026Q1: 259,671 shares 259,671 $11.6M 0.01% +3,535 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770,218 shares; 2024Q4: 2,547,828 shares; 2025Q1: 2,540,845 shares; 2025Q2: 2,508,234 shares; 2025Q3: 4,175,914 shares; 2025Q4: 2,908,952 shares; 2026Q1: 2,264,663 shares 2,264,663 $11.5M 0.01% -644,289 Timeline SPLB 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: 34,457 shares; 2024Q4: 41,797 shares; 2025Q1: 108,084 shares; 2025Q2: 128,289 shares; 2025Q3: 85,944 shares; 2025Q4: 128,761 shares; 2026Q1: 518,888 shares 518,888 $11.5M 0.01% +390,127 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,205 shares; 2024Q4: 129,481 shares; 2025Q1: 135,781 shares; 2025Q2: 143,009 shares; 2025Q3: 154,715 shares; 2025Q4: 155,860 shares; 2026Q1: 145,619 shares 145,619 $11.5M 0.01% -10,241 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,758 shares; 2024Q4: 244,318 shares; 2025Q1: 245,788 shares; 2025Q2: 260,063 shares; 2025Q3: 320,024 shares; 2025Q4: 319,248 shares; 2026Q1: 320,538 shares 320,538 $11.5M 0.01% +1,290 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 35,400 shares; 2025Q1: 40,714 shares; 2025Q2: 37,000 shares; 2025Q3: 40,511 shares; 2025Q4: 42,143 shares; 2026Q1: 45,864 shares 45,864 $11.5M 0.01% +3,721 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,796 shares; 2024Q4: 362,311 shares; 2025Q1: 381,847 shares; 2025Q2: 377,086 shares; 2025Q3: 458,171 shares; 2025Q4: 453,542 shares; 2026Q1: 663,382 shares 663,382 $11.5M 0.01% +209,840 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,495 shares; 2024Q4: 48,451 shares; 2025Q1: 171,642 shares; 2025Q2: 169,845 shares; 2025Q3: 261,447 shares; 2025Q4: 267,533 shares; 2026Q1: 320,635 shares 320,635 $11.5M 0.01% +53,102 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,593 shares; 2024Q4: 72,567 shares; 2025Q1: 72,100 shares; 2025Q2: 70,535 shares; 2025Q3: 206,077 shares; 2025Q4: 269,048 shares; 2026Q1: 294,952 shares 294,952 $11.4M 0.01% +25,904 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,257 shares; 2024Q4: 67,950 shares; 2025Q1: 49,359 shares; 2025Q2: 46,844 shares; 2025Q3: 66,373 shares; 2025Q4: 75,182 shares; 2026Q1: 83,097 shares 83,097 $11.4M 0.01% +7,915 Timeline POCT 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: 153,502 shares; 2024Q4: 162,203 shares; 2025Q1: 161,379 shares; 2025Q2: 163,454 shares; 2025Q3: 199,763 shares; 2025Q4: 268,853 shares; 2026Q1: 263,887 shares 263,887 $11.4M 0.01% -4,966 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: 256,159 shares; 2024Q4: 250,037 shares; 2025Q1: 326,475 shares; 2025Q2: 296,511 shares; 2025Q3: 325,759 shares; 2025Q4: 324,374 shares; 2026Q1: 338,327 shares 338,327 $11.4M 0.01% +13,953 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,539 shares; 2024Q4: 162,113 shares; 2025Q1: 168,184 shares; 2025Q2: 187,629 shares; 2025Q3: 224,060 shares; 2025Q4: 200,517 shares; 2026Q1: 199,111 shares 199,111 $11.4M 0.01% -1,406 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,053 shares; 2024Q4: 278,419 shares; 2025Q1: 220,249 shares; 2025Q2: 213,204 shares; 2025Q3: 229,389 shares; 2025Q4: 238,985 shares; 2026Q1: 242,596 shares 242,596 $11.3M 0.01% +3,611 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,363 shares; 2024Q4: 54,735 shares; 2025Q1: 62,049 shares; 2025Q2: 59,876 shares; 2025Q3: 76,407 shares; 2025Q4: 74,400 shares; 2026Q1: 83,441 shares 83,441 $11.3M 0.01% +9,041 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,296 shares; 2024Q4: 520,044 shares; 2025Q1: 538,257 shares; 2025Q2: 581,225 shares; 2025Q3: 600,400 shares; 2025Q4: 668,729 shares; 2026Q1: 710,496 shares 710,496 $11.3M 0.01% +41,767 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,469 shares; 2024Q4: 51,409 shares; 2025Q1: 43,424 shares; 2025Q2: 60,924 shares; 2025Q3: 76,750 shares; 2025Q4: 88,699 shares; 2026Q1: 95,134 shares 95,134 $11.3M 0.01% +6,435 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: 62,611 shares; 2024Q4: 63,528 shares; 2025Q1: 64,396 shares; 2025Q2: 52,427 shares; 2025Q3: 70,440 shares; 2025Q4: 85,672 shares; 2026Q1: 78,727 shares 78,727 $11.2M 0.01% -6,945 Timeline