FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,698 shares; 2024Q4: 11,844 shares; 2025Q1: 13,212 shares; 2025Q2: 12,614 shares; 2025Q3: 14,959 shares; 2025Q4: 14,328 shares; 2026Q1: 21,474 shares 21,474 $11.2M 0.01% +7,146 Timeline USRT 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: 142,166 shares; 2024Q4: 168,528 shares; 2025Q1: 135,091 shares; 2025Q2: 147,716 shares; 2025Q3: 160,543 shares; 2025Q4: 198,559 shares; 2026Q1: 189,146 shares 189,146 $11.2M 0.01% -9,413 Timeline QQEW 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: 96,449 shares; 2024Q4: 102,425 shares; 2025Q1: 110,051 shares; 2025Q2: 110,063 shares; 2025Q3: 128,327 shares; 2025Q4: 128,149 shares; 2026Q1: 87,970 shares 87,970 $11.2M 0.01% -40,179 Timeline FEP 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: 108,651 shares; 2024Q4: 112,038 shares; 2025Q1: 143,411 shares; 2025Q2: 173,440 shares; 2025Q3: 200,922 shares; 2025Q4: 199,664 shares; 2026Q1: 204,533 shares 204,533 $11.2M 0.01% +4,869 Timeline PSEP 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: 158,266 shares; 2024Q4: 155,605 shares; 2025Q1: 157,473 shares; 2025Q2: 162,016 shares; 2025Q3: 274,427 shares; 2025Q4: 264,885 shares; 2026Q1: 259,255 shares 259,255 $11.2M 0.01% -5,630 Timeline CGW 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: 159,532 shares; 2025Q2: 161,095 shares; 2025Q3: 164,148 shares; 2025Q4: 169,181 shares; 2026Q1: 174,565 shares 174,565 $11.2M 0.01% +5,384 Timeline FLBL 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: 254,776 shares; 2024Q4: 244,647 shares; 2025Q1: 447,172 shares; 2025Q2: 351,097 shares; 2025Q3: 390,570 shares; 2025Q4: 525,407 shares; 2026Q1: 484,630 shares 484,630 $11.1M 0.01% -40,777 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 258,303 shares; 2025Q1: 253,416 shares; 2025Q2: 247,686 shares; 2025Q3: 267,897 shares; 2025Q4: 231,232 shares; 2026Q1: 171,397 shares 171,397 $11.1M 0.01% -59,835 Timeline FCOR 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: 8,340 shares; 2025Q2: 18,978 shares; 2025Q3: 25,805 shares; 2025Q4: 204,731 shares; 2026Q1: 236,088 shares 236,088 $11.1M 0.01% +31,357 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,393 shares; 2024Q4: 1,591,896 shares; 2025Q1: 1,587,390 shares; 2025Q2: 1,557,744 shares; 2025Q3: 1,600,721 shares; 2025Q4: 1,434,849 shares; 2026Q1: 121,412 shares 121,412 $11.1M 0.01% -1,313,437 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,397 shares; 2025Q1: 56,938 shares; 2025Q2: 55,437 shares; 2025Q3: 203,977 shares; 2025Q4: 181,889 shares; 2026Q1: 222,999 shares 222,999 $11M 0.01% +41,110 Timeline PFEB 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: 192,593 shares; 2024Q4: 172,319 shares; 2025Q1: 250,362 shares; 2025Q2: 252,398 shares; 2025Q3: 250,263 shares; 2025Q4: 202,818 shares; 2026Q1: 275,252 shares 275,252 $11M 0.01% +72,434 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,980 shares; 2024Q4: 418,831 shares; 2025Q1: 438,849 shares; 2025Q2: 426,838 shares; 2025Q3: 406,138 shares; 2025Q4: 412,001 shares; 2026Q1: 410,503 shares 410,503 $11M 0.01% -1,498 Timeline FSMB 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: 198,677 shares; 2024Q4: 161,483 shares; 2025Q1: 159,226 shares; 2025Q2: 190,924 shares; 2025Q3: 206,195 shares; 2025Q4: 214,530 shares; 2026Q1: 551,996 shares 551,996 $11M 0.01% +337,466 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,346 shares; 2024Q4: 415,080 shares; 2025Q1: 448,898 shares; 2025Q2: 494,410 shares; 2025Q3: 557,946 shares; 2025Q4: 593,881 shares; 2026Q1: 598,348 shares 598,348 $11M 0.01% +4,467 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,291 shares; 2024Q4: 20,443 shares; 2025Q1: 27,713 shares; 2025Q2: 30,351 shares; 2025Q3: 50,031 shares; 2025Q4: 51,499 shares; 2026Q1: 51,739 shares 51,739 $11M 0.01% +240 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,146 shares; 2024Q4: 56,692 shares; 2025Q1: 84,738 shares; 2025Q2: 78,432 shares; 2025Q3: 86,128 shares; 2025Q4: 73,165 shares; 2026Q1: 105,704 shares 105,704 $11M 0.01% +32,539 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,493 shares; 2024Q4: 231,559 shares; 2025Q1: 260,251 shares; 2025Q2: 251,955 shares; 2025Q3: 286,063 shares; 2025Q4: 292,020 shares; 2026Q1: 365,701 shares 365,701 $11M 0.01% +73,681 Timeline PAPR 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: 349,162 shares; 2024Q4: 195,215 shares; 2025Q1: 232,650 shares; 2025Q2: 275,595 shares; 2025Q3: 286,518 shares; 2025Q4: 283,177 shares; 2026Q1: 274,942 shares 274,942 $10.9M 0.01% -8,235 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,910 shares; 2024Q4: 133,910 shares; 2025Q1: 134,251 shares; 2025Q2: 126,249 shares; 2025Q3: 157,561 shares; 2025Q4: 151,490 shares; 2026Q1: 103,390 shares 103,390 $10.9M 0.01% -48,100 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,256 shares; 2024Q4: 63,635 shares; 2025Q1: 57,186 shares; 2025Q2: 76,489 shares; 2025Q3: 73,525 shares; 2025Q4: 72,345 shares; 2026Q1: 69,916 shares 69,916 $10.9M 0.01% -2,429 Timeline XBJA 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: 545,562 shares; 2024Q4: 465,334 shares; 2025Q1: 396,763 shares; 2025Q2: 360,162 shares; 2025Q3: 346,785 shares; 2025Q4: 348,979 shares; 2026Q1: 346,654 shares 346,654 $10.8M 0.01% -2,325 Timeline HDEF 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: 305,338 shares; 2024Q4: 324,140 shares; 2025Q1: 322,360 shares; 2025Q2: 321,048 shares; 2025Q3: 344,734 shares; 2025Q4: 334,070 shares; 2026Q1: 333,795 shares 333,795 $10.8M 0.01% -275 Timeline ONOF 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: 269,681 shares; 2024Q4: 279,811 shares; 2025Q1: 279,240 shares; 2025Q2: 274,288 shares; 2025Q3: 279,359 shares; 2025Q4: 293,739 shares; 2026Q1: 297,246 shares 297,246 $10.8M 0.01% +3,507 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,795 shares; 2024Q4: 33,665 shares; 2025Q1: 42,483 shares; 2025Q2: 42,590 shares; 2025Q3: 47,361 shares; 2025Q4: 45,917 shares; 2026Q1: 50,157 shares 50,157 $10.8M 0.01% +4,240 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,789 shares; 2024Q4: 43,146 shares; 2025Q1: 56,418 shares; 2025Q2: 59,031 shares; 2025Q3: 91,470 shares; 2025Q4: 106,718 shares; 2026Q1: 111,278 shares 111,278 $10.7M 0.01% +4,560 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 55,485 shares; 2025Q1: 86,482 shares; 2025Q2: 87,984 shares; 2025Q3: 80,722 shares; 2025Q4: 262,733 shares; 2026Q1: 269,132 shares 269,132 $10.7M 0.01% +6,399 Timeline FLTR 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: 164,934 shares; 2024Q4: 120,068 shares; 2025Q1: 316,822 shares; 2025Q2: 189,931 shares; 2025Q3: 333,445 shares; 2025Q4: 372,783 shares; 2026Q1: 419,095 shares 419,095 $10.7M 0.01% +46,312 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,710 shares; 2025Q1: 20,537 shares; 2025Q2: 23,972 shares; 2025Q3: 29,103 shares; 2025Q4: 29,801 shares; 2026Q1: 46,206 shares 46,206 $10.7M 0.01% +16,405 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,124 shares; 2024Q4: 97,300 shares; 2025Q1: 122,068 shares; 2025Q2: 99,654 shares; 2025Q3: 112,436 shares; 2025Q4: 90,385 shares; 2026Q1: 132,272 shares 132,272 $10.7M 0.01% +41,887 Timeline IVOG 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: 15,753 shares; 2024Q4: 57,430 shares; 2025Q1: 64,778 shares; 2025Q2: 71,953 shares; 2025Q3: 78,754 shares; 2025Q4: 78,891 shares; 2026Q1: 85,050 shares 85,050 $10.6M 0.01% +6,159 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,399 shares; 2024Q4: 53,535 shares; 2025Q1: 60,150 shares; 2025Q2: 63,065 shares; 2025Q3: 72,307 shares; 2025Q4: 88,806 shares; 2026Q1: 87,049 shares 87,049 $10.6M 0.01% -1,757 Timeline DFEB 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: 98,988 shares; 2024Q4: 90,126 shares; 2025Q1: 103,273 shares; 2025Q2: 129,124 shares; 2025Q3: 163,223 shares; 2025Q4: 166,280 shares; 2026Q1: 223,714 shares 223,714 $10.6M 0.01% +57,434 Timeline EWC 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: 110,117 shares; 2024Q4: 90,333 shares; 2025Q1: 68,234 shares; 2025Q2: 76,053 shares; 2025Q3: 126,025 shares; 2025Q4: 160,125 shares; 2026Q1: 192,819 shares 192,819 $10.6M 0.01% +32,694 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,178 shares; 2024Q4: 41,561 shares; 2025Q1: 34,641 shares; 2025Q2: 36,914 shares; 2025Q3: 48,364 shares; 2025Q4: 63,842 shares; 2026Q1: 70,364 shares 70,364 $10.6M 0.01% +6,522 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 14,800 shares; 2025Q1: 47,148 shares; 2025Q2: 63,406 shares; 2025Q3: 50,631 shares; 2025Q4: 69,886 shares; 2026Q1: 99,732 shares 99,732 $10.5M 0.01% +29,846 Timeline ICLO 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: not reported; 2025Q1: 39,749 shares; 2025Q2: 43,574 shares; 2025Q3: 65,907 shares; 2025Q4: 47,118 shares; 2026Q1: 412,542 shares 412,542 $10.5M 0.01% +365,424 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,212 shares; 2024Q4: 37,859 shares; 2025Q1: 45,249 shares; 2025Q2: 48,939 shares; 2025Q3: 29,788 shares; 2025Q4: 32,682 shares; 2026Q1: 32,269 shares 32,269 $10.5M 0.01% -413 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,881 shares; 2024Q4: 26,460 shares; 2025Q1: 42,550 shares; 2025Q2: 42,528 shares; 2025Q3: 47,639 shares; 2025Q4: 47,841 shares; 2026Q1: 42,085 shares 42,085 $10.5M 0.01% -5,756 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290,553 shares; 2025Q4: 45,383 shares; 2026Q1: 559,822 shares 559,822 $10.5M 0.01% +514,439 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 44,076 shares; 2025Q1: 48,200 shares; 2025Q2: 78,510 shares; 2025Q3: 106,206 shares; 2025Q4: 105,643 shares; 2026Q1: 96,839 shares 96,839 $10.5M 0.01% -8,804 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,101 shares; 2024Q4: 92,244 shares; 2025Q1: 113,194 shares; 2025Q2: 137,575 shares; 2025Q3: 153,867 shares; 2025Q4: 164,364 shares; 2026Q1: 181,016 shares 181,016 $10.5M 0.01% +16,652 Timeline GSSC 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: 118,331 shares; 2024Q4: 119,386 shares; 2025Q1: 117,441 shares; 2025Q2: 121,886 shares; 2025Q3: 123,635 shares; 2025Q4: 135,372 shares; 2026Q1: 140,009 shares 140,009 $10.4M 0.01% +4,637 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,244 shares; 2024Q4: 63,322 shares; 2025Q1: 122,471 shares; 2025Q2: 161,789 shares; 2025Q3: 227,366 shares; 2025Q4: 260,989 shares; 2026Q1: 313,317 shares 313,317 $10.4M 0.01% +52,328 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,226 shares; 2024Q4: 197,207 shares; 2025Q1: 249,204 shares; 2025Q2: 205,380 shares; 2025Q3: 206,045 shares; 2025Q4: 215,000 shares; 2026Q1: 227,321 shares 227,321 $10.4M 0.01% +12,321 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,479 shares; 2024Q4: 42,689 shares; 2025Q1: 32,389 shares; 2025Q2: 33,301 shares; 2025Q3: 97,803 shares; 2025Q4: 144,729 shares; 2026Q1: 161,173 shares 161,173 $10.4M 0.01% +16,444 Timeline FLGV 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: 53,052 shares; 2024Q4: 78,768 shares; 2025Q1: 286,060 shares; 2025Q2: 308,850 shares; 2025Q3: 345,634 shares; 2025Q4: 516,521 shares; 2026Q1: 507,236 shares 507,236 $10.4M 0.01% -9,285 Timeline FTXL 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: 26,078 shares; 2024Q4: 51,419 shares; 2025Q1: 36,888 shares; 2025Q2: 43,762 shares; 2025Q3: 86,363 shares; 2025Q4: 77,609 shares; 2026Q1: 70,125 shares 70,125 $10.3M 0.01% -7,484 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,121 shares; 2024Q4: 66,681 shares; 2025Q1: 71,107 shares; 2025Q2: 79,807 shares; 2025Q3: 96,126 shares; 2025Q4: 91,893 shares; 2026Q1: 110,654 shares 110,654 $10.3M 0.01% +18,761 Timeline RSPA 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: 9,720 shares; 2025Q1: 13,875 shares; 2025Q2: 20,092 shares; 2025Q3: 48,080 shares; 2025Q4: 123,929 shares; 2026Q1: 206,517 shares 206,517 $10.3M 0.01% +82,588 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,287 shares; 2024Q4: 43,426 shares; 2025Q1: 42,983 shares; 2025Q2: 27,365 shares; 2025Q3: 42,843 shares; 2025Q4: 45,451 shares; 2026Q1: 47,651 shares 47,651 $10.3M 0.01% +2,200 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,953 shares; 2025Q4: 234,106 shares; 2026Q1: 300,029 shares 300,029 $10.3M 0.01% +65,923 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,795 shares; 2024Q4: 66,536 shares; 2025Q1: 66,249 shares; 2025Q2: 63,677 shares; 2025Q3: 130,904 shares; 2025Q4: 131,254 shares; 2026Q1: 125,332 shares 125,332 $10.3M 0.01% -5,922 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,873 shares; 2024Q4: 93,929 shares; 2025Q1: 154,705 shares; 2025Q2: 165,931 shares; 2025Q3: 196,485 shares; 2025Q4: 218,395 shares; 2026Q1: 215,782 shares 215,782 $10.2M 0.01% -2,613 Timeline BBAG 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: 196,994 shares; 2024Q4: 221,760 shares; 2025Q1: 273,205 shares; 2025Q2: 378,289 shares; 2025Q3: 430,484 shares; 2025Q4: 224,794 shares; 2026Q1: 221,323 shares 221,323 $10.2M 0.01% -3,471 Timeline FREL 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: 15,756 shares; 2024Q4: 14,559 shares; 2025Q1: 192,178 shares; 2025Q2: 42,412 shares; 2025Q3: 409,441 shares; 2025Q4: 431,015 shares; 2026Q1: 377,838 shares 377,838 $10.2M 0.01% -53,177 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,635 shares; 2024Q4: 195,802 shares; 2025Q1: 116,501 shares; 2025Q2: 130,356 shares; 2025Q3: 135,172 shares; 2025Q4: 146,761 shares; 2026Q1: 184,215 shares 184,215 $10.2M 0.01% +37,454 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,512 shares 192,512 $10.1M 0.01% new Timeline IVLU 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: 178,653 shares; 2024Q4: 139,096 shares; 2025Q1: 137,192 shares; 2025Q2: 138,344 shares; 2025Q3: 202,355 shares; 2025Q4: 238,770 shares; 2026Q1: 253,774 shares 253,774 $10.1M 0.01% +15,004 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,941 shares; 2024Q4: 10,452 shares; 2025Q1: 7,870 shares; 2025Q2: 8,630 shares; 2025Q3: 27,835 shares; 2025Q4: 29,827 shares; 2026Q1: 43,134 shares 43,134 $10.1M 0.01% +13,307 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,969 shares; 2024Q4: 44,772 shares; 2025Q1: 47,737 shares; 2025Q2: 53,691 shares; 2025Q3: 225,602 shares; 2025Q4: 241,422 shares; 2026Q1: 249,090 shares 249,090 $10M 0.01% +7,668 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,201 shares; 2024Q4: 53,524 shares; 2025Q1: 71,944 shares; 2025Q2: 361,722 shares; 2025Q3: 409,967 shares; 2025Q4: 424,631 shares; 2026Q1: 452,698 shares 452,698 $10M 0.01% +28,067 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,518 shares; 2024Q4: 301,529 shares; 2025Q1: 328,669 shares; 2025Q2: 318,692 shares; 2025Q3: 324,414 shares; 2025Q4: 320,124 shares; 2026Q1: 318,309 shares 318,309 $9.95M 0.01% -1,815 Timeline FNDE 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: 95,678 shares; 2024Q4: 95,843 shares; 2025Q1: 114,090 shares; 2025Q2: 183,487 shares; 2025Q3: 232,388 shares; 2025Q4: 257,393 shares; 2026Q1: 259,210 shares 259,210 $9.92M 0.01% +1,817 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,483 shares; 2024Q4: 83,039 shares; 2025Q1: 112,945 shares; 2025Q2: 118,268 shares; 2025Q3: 101,204 shares; 2025Q4: 115,557 shares; 2026Q1: 162,380 shares 162,380 $9.91M 0.01% +46,823 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238,689 shares; 2024Q4: 1,238,520 shares; 2025Q1: 1,129,738 shares; 2025Q2: 1,148,280 shares; 2025Q3: 1,850,274 shares; 2025Q4: 1,798,065 shares; 2026Q1: 1,970,659 shares 1,970,659 $9.91M 0.01% +172,594 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 37,498 shares; 2025Q1: 33,583 shares; 2025Q2: 33,301 shares; 2025Q3: 59,705 shares; 2025Q4: 67,522 shares; 2026Q1: 57,722 shares 57,722 $9.88M 0.01% -9,800 Timeline DJAN 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: 55,617 shares; 2024Q4: 51,277 shares; 2025Q1: 63,336 shares; 2025Q2: 126,099 shares; 2025Q3: 145,847 shares; 2025Q4: 175,167 shares; 2026Q1: 232,030 shares 232,030 $9.87M 0.01% +56,863 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,803 shares; 2024Q4: 279,306 shares; 2025Q1: 505,121 shares; 2025Q2: 610,585 shares; 2025Q3: 1,067,083 shares; 2025Q4: 1,200,246 shares; 2026Q1: 1,355,378 shares 1,355,378 $9.87M 0.01% +155,132 Timeline IHDG 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: 326,590 shares; 2024Q4: 314,603 shares; 2025Q1: 226,213 shares; 2025Q2: 195,286 shares; 2025Q3: 195,536 shares; 2025Q4: 196,754 shares; 2026Q1: 204,681 shares 204,681 $9.86M 0.01% +7,927 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,827 shares; 2025Q2: 351,146 shares; 2025Q3: 390,884 shares; 2025Q4: 395,943 shares; 2026Q1: 403,310 shares 403,310 $9.84M 0.01% +7,367 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,674 shares; 2024Q4: 252,731 shares; 2025Q1: 262,856 shares; 2025Q2: 263,901 shares; 2025Q3: 380,990 shares; 2025Q4: 395,139 shares; 2026Q1: 379,464 shares 379,464 $9.82M 0.01% -15,675 Timeline ZALT 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: 61,104 shares; 2024Q4: 63,506 shares; 2025Q1: 100,806 shares; 2025Q2: 112,606 shares; 2025Q3: 197,375 shares; 2025Q4: 300,258 shares; 2026Q1: 302,531 shares 302,531 $9.82M 0.01% +2,273 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,401 shares; 2024Q4: 311,315 shares; 2025Q1: 355,399 shares; 2025Q2: 173,466 shares; 2025Q3: 413,348 shares; 2025Q4: 355,713 shares; 2026Q1: 189,071 shares 189,071 $9.79M 0.01% -166,642 Timeline UFOX 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: 123,068 shares; 2024Q4: 124,789 shares; 2025Q1: 138,561 shares; 2025Q2: 131,836 shares; 2025Q3: 134,539 shares; 2025Q4: 136,381 shares; 2026Q1: 142,744 shares 142,744 $9.73M 0.01% +6,363 Timeline WCMI 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: 87,161 shares; 2025Q2: 325,178 shares; 2025Q3: 517,433 shares; 2025Q4: 597,984 shares; 2026Q1: 579,294 shares 579,294 $9.71M 0.01% -18,690 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 92,303 shares; 2025Q1: 124,566 shares; 2025Q2: 141,786 shares; 2025Q3: 167,681 shares; 2025Q4: 285,828 shares; 2026Q1: 215,949 shares 215,949 $9.7M 0.01% -69,879 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,927 shares; 2024Q4: 50,758 shares; 2025Q1: 57,383 shares; 2025Q2: 59,159 shares; 2025Q3: 60,098 shares; 2025Q4: 61,977 shares; 2026Q1: 61,041 shares 61,041 $9.67M 0.01% -936 Timeline HERD 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: 161,750 shares; 2024Q4: 435,767 shares; 2025Q1: 399,393 shares; 2025Q2: 385,468 shares; 2025Q3: 413,062 shares; 2025Q4: 214,314 shares; 2026Q1: 211,089 shares 211,089 $9.66M 0.01% -3,225 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,797 shares; 2024Q4: 513,373 shares; 2025Q1: 671,895 shares; 2025Q2: 618,856 shares; 2025Q3: 617,044 shares; 2025Q4: 646,741 shares; 2026Q1: 642,866 shares 642,866 $9.66M 0.01% -3,875 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,392 shares; 2024Q4: 181,644 shares; 2025Q1: 245,202 shares; 2025Q2: 202,263 shares; 2025Q3: 242,611 shares; 2025Q4: 237,546 shares; 2026Q1: 236,272 shares 236,272 $9.63M 0.01% -1,274 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,251 shares; 2024Q4: 52,380 shares; 2025Q1: 69,037 shares; 2025Q2: 74,893 shares; 2025Q3: 83,127 shares; 2025Q4: 101,247 shares; 2026Q1: 102,898 shares 102,898 $9.63M 0.01% +1,651 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,487 shares; 2025Q1: 7,245 shares; 2025Q2: 8,696 shares; 2025Q3: 60,832 shares; 2025Q4: 62,839 shares; 2026Q1: 68,948 shares 68,948 $9.62M 0.01% +6,109 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,413 shares; 2024Q4: 342,482 shares; 2025Q1: 330,732 shares; 2025Q2: 311,546 shares; 2025Q3: 334,977 shares; 2025Q4: 386,165 shares; 2026Q1: 388,794 shares 388,794 $9.61M 0.01% +2,629 Timeline IBHF 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: 72,085 shares; 2024Q4: 78,474 shares; 2025Q1: 91,645 shares; 2025Q2: 93,990 shares; 2025Q3: 361,193 shares; 2025Q4: 420,477 shares; 2026Q1: 418,238 shares 418,238 $9.6M 0.01% -2,239 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,777 shares; 2024Q4: 41,298 shares; 2025Q1: 56,999 shares; 2025Q2: 69,925 shares; 2025Q3: 92,131 shares; 2025Q4: 94,362 shares; 2026Q1: 104,101 shares 104,101 $9.58M 0.01% +9,739 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,607 shares; 2025Q3: 147,192 shares; 2025Q4: 447,115 shares; 2026Q1: 316,180 shares 316,180 $9.57M 0.01% -130,935 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,493 shares; 2024Q4: 24,300 shares; 2025Q1: 21,850 shares; 2025Q2: 25,770 shares; 2025Q3: 32,201 shares; 2025Q4: 30,360 shares; 2026Q1: 30,425 shares 30,425 $9.57M 0.01% +65 Timeline FJUL 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: 316,291 shares; 2024Q4: 313,280 shares; 2025Q1: 342,168 shares; 2025Q2: 153,062 shares; 2025Q3: 388,538 shares; 2025Q4: 327,435 shares; 2026Q1: 174,461 shares 174,461 $9.55M 0.01% -152,974 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,595 shares; 2024Q4: 155,418 shares; 2025Q1: 120,004 shares; 2025Q2: 115,861 shares; 2025Q3: 161,438 shares; 2025Q4: 164,524 shares; 2026Q1: 159,144 shares 159,144 $9.54M 0.01% -5,380 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,906 shares; 2024Q4: 109,460 shares; 2025Q1: 115,248 shares; 2025Q2: 116,714 shares; 2025Q3: 121,355 shares; 2025Q4: 89,804 shares; 2026Q1: 80,566 shares 80,566 $9.52M 0.01% -9,238 Timeline GDEC 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: 209,924 shares; 2024Q4: 141,950 shares; 2025Q1: 163,266 shares; 2025Q2: 163,201 shares; 2025Q3: 169,719 shares; 2025Q4: 406,591 shares; 2026Q1: 257,158 shares 257,158 $9.52M 0.01% -149,433 Timeline TMFC 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: 41,459 shares; 2024Q4: 41,661 shares; 2025Q1: 49,868 shares; 2025Q2: 64,953 shares; 2025Q3: 70,978 shares; 2025Q4: 81,830 shares; 2026Q1: 144,179 shares 144,179 $9.51M 0.01% +62,349 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,993 shares; 2024Q4: 11,848 shares; 2025Q1: 11,715 shares; 2025Q2: 13,220 shares; 2025Q3: 13,079 shares; 2025Q4: 14,118 shares; 2026Q1: 109,471 shares 109,471 $9.49M 0.01% +95,353 Timeline VGK 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: 41,017 shares; 2024Q4: 107,995 shares; 2025Q1: 71,163 shares; 2025Q2: 69,434 shares; 2025Q3: 128,472 shares; 2025Q4: 123,378 shares; 2026Q1: 114,877 shares 114,877 $9.47M 0.01% -8,501 Timeline HYLS 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: 212,117 shares; 2024Q4: 258,056 shares; 2025Q1: 295,046 shares; 2025Q2: 221,658 shares; 2025Q3: 251,269 shares; 2025Q4: 228,710 shares; 2026Q1: 233,205 shares 233,205 $9.46M 0.01% +4,495 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,786 shares; 2024Q4: 239,038 shares; 2025Q1: 256,117 shares; 2025Q2: 271,903 shares; 2025Q3: 265,354 shares; 2025Q4: 231,375 shares; 2026Q1: 259,194 shares 259,194 $9.46M 0.01% +27,819 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,387 shares; 2024Q4: 303,421 shares; 2025Q1: 335,498 shares; 2025Q2: 370,335 shares; 2025Q3: 451,936 shares; 2025Q4: 523,659 shares; 2026Q1: 542,315 shares 542,315 $9.45M 0.01% +18,656 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,141 shares; 2024Q4: 386,143 shares; 2025Q1: 348,827 shares; 2025Q2: 330,758 shares; 2025Q3: 256,356 shares; 2025Q4: 254,503 shares; 2026Q1: 247,207 shares 247,207 $9.4M 0.01% -7,296 Timeline HYGW 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: 21,802 shares; 2024Q4: 378,356 shares; 2025Q1: 421,312 shares; 2025Q2: 477,264 shares; 2025Q3: 504,393 shares; 2025Q4: 558,381 shares; 2026Q1: 317,675 shares 317,675 $9.37M 0.01% -240,706 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,233 shares; 2024Q4: 45,550 shares; 2025Q1: 62,772 shares; 2025Q2: 65,508 shares; 2025Q3: 66,053 shares; 2025Q4: 62,411 shares; 2026Q1: 68,547 shares 68,547 $9.33M 0.01% +6,136 Timeline PJUN 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: 215,391 shares; 2024Q4: 201,353 shares; 2025Q1: 199,568 shares; 2025Q2: 212,948 shares; 2025Q3: 254,502 shares; 2025Q4: 237,620 shares; 2026Q1: 222,950 shares 222,950 $9.33M 0.01% -14,670 Timeline IMCV 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: 21,346 shares; 2024Q4: 21,746 shares; 2025Q1: 22,155 shares; 2025Q2: 47,852 shares; 2025Q3: 103,241 shares; 2025Q4: 96,430 shares; 2026Q1: 109,815 shares 109,815 $9.31M 0.01% +13,385 Timeline PMAY 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: 274,072 shares; 2024Q4: 235,735 shares; 2025Q1: 233,175 shares; 2025Q2: 258,367 shares; 2025Q3: 243,186 shares; 2025Q4: 239,592 shares; 2026Q1: 232,615 shares 232,615 $9.29M 0.01% -6,977 Timeline QHY 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: 165,464 shares; 2024Q4: 170,153 shares; 2025Q1: 176,183 shares; 2025Q2: 189,207 shares; 2025Q3: 198,046 shares; 2025Q4: 197,600 shares; 2026Q1: 203,070 shares 203,070 $9.25M 0.01% +5,470 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,414 shares; 2024Q4: 97,921 shares; 2025Q1: 110,358 shares; 2025Q2: 107,587 shares; 2025Q3: 124,582 shares; 2025Q4: 87,504 shares; 2026Q1: 165,723 shares 165,723 $9.25M 0.01% +78,219 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,678 shares; 2024Q4: 518,776 shares; 2025Q1: 491,263 shares; 2025Q2: 508,947 shares; 2025Q3: 531,244 shares; 2025Q4: 540,874 shares; 2026Q1: 598,667 shares 598,667 $9.25M 0.01% +57,793 Timeline PCEF 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: 226,470 shares; 2024Q4: 251,864 shares; 2025Q1: 418,075 shares; 2025Q2: 498,833 shares; 2025Q3: 556,410 shares; 2025Q4: 547,607 shares; 2026Q1: 490,702 shares 490,702 $9.24M 0.01% -56,905 Timeline BSCS 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: 57,469 shares; 2024Q4: 73,627 shares; 2025Q1: 91,932 shares; 2025Q2: 147,848 shares; 2025Q3: 292,429 shares; 2025Q4: 381,273 shares; 2026Q1: 451,567 shares 451,567 $9.22M 0.01% +70,294 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,458 shares; 2024Q4: 221,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,757 shares; 2025Q4: 184,976 shares; 2026Q1: 174,477 shares 174,477 $9.21M 0.01% -10,499 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,608 shares; 2024Q4: 177,353 shares; 2025Q1: 168,646 shares; 2025Q2: 188,236 shares; 2025Q3: 218,454 shares; 2025Q4: 241,532 shares; 2026Q1: 296,771 shares 296,771 $9.2M 0.01% +55,239 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,588 shares; 2024Q4: 401,004 shares; 2025Q1: 394,714 shares; 2025Q2: 414,376 shares; 2025Q3: 420,131 shares; 2025Q4: 351,402 shares; 2026Q1: 226,872 shares 226,872 $9.19M 0.01% -124,530 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,691 shares; 2025Q4: 207,403 shares; 2026Q1: 469,083 shares 469,083 $9.18M 0.01% +261,680 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,802 shares; 2024Q4: 103,324 shares; 2025Q1: 107,761 shares; 2025Q2: 116,714 shares; 2025Q3: 126,965 shares; 2025Q4: 139,383 shares; 2026Q1: 146,992 shares 146,992 $9.18M 0.01% +7,609 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,621 shares; 2024Q4: 273,911 shares; 2025Q1: 266,556 shares; 2025Q2: 262,211 shares; 2025Q3: 389,430 shares; 2025Q4: 238,543 shares; 2026Q1: 227,758 shares 227,758 $9.18M 0.01% -10,785 Timeline SCHB 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: 171,156 shares; 2024Q4: 560,605 shares; 2025Q1: 587,930 shares; 2025Q2: 635,212 shares; 2025Q3: 755,916 shares; 2025Q4: 768,449 shares; 2026Q1: 365,023 shares 365,023 $9.16M 0.01% -403,426 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,697 shares; 2024Q4: 64,819 shares; 2025Q1: 81,354 shares; 2025Q2: 92,081 shares; 2025Q3: 86,955 shares; 2025Q4: 110,917 shares; 2026Q1: 100,723 shares 100,723 $9.16M 0.01% -10,194 Timeline RUSC 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: 133,930 shares; 2025Q3: 242,127 shares; 2025Q4: 256,508 shares; 2026Q1: 285,435 shares 285,435 $9.13M 0.01% +28,927 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,679 shares; 2025Q1: 14,681 shares; 2025Q2: 13,816 shares; 2025Q3: 13,535 shares; 2025Q4: 13,430 shares; 2026Q1: 12,969 shares 12,969 $9.11M 0.01% -461 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,633 shares; 2024Q4: 197,762 shares; 2025Q1: 200,877 shares; 2025Q2: 408,453 shares; 2025Q3: 291,173 shares; 2025Q4: 263,448 shares; 2026Q1: 221,607 shares 221,607 $9.1M 0.01% -41,841 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,810 shares; 2024Q4: 61,837 shares; 2025Q1: 105,878 shares; 2025Q2: 95,641 shares; 2025Q3: 101,134 shares; 2025Q4: 151,530 shares; 2026Q1: 209,397 shares 209,397 $9.1M 0.01% +57,867 Timeline RYLD 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: 307,722 shares; 2024Q4: 334,089 shares; 2025Q1: 353,572 shares; 2025Q2: 367,863 shares; 2025Q3: 523,715 shares; 2025Q4: 763,458 shares; 2026Q1: 608,105 shares 608,105 $9.09M 0.01% -155,353 Timeline PXH 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: 13,033 shares; 2025Q2: 15,580 shares; 2025Q3: 90,225 shares; 2025Q4: 259,172 shares; 2026Q1: 336,805 shares 336,805 $9.06M 0.01% +77,633 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,701 shares; 2026Q1: 362,592 shares 362,592 $9.05M 0.01% +206,891 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,206 shares; 2024Q4: 56,960 shares; 2025Q1: 71,364 shares; 2025Q2: 89,722 shares; 2025Q3: 109,760 shares; 2025Q4: 119,426 shares; 2026Q1: 124,329 shares 124,329 $9.03M 0.01% +4,903 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 98,145 shares; 2025Q3: 365,766 shares; 2025Q4: 306,295 shares; 2026Q1: 569,924 shares 569,924 $9.02M 0.01% +263,629 Timeline IGRO 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: 211,877 shares; 2024Q4: 419,953 shares; 2025Q1: 435,455 shares; 2025Q2: 440,569 shares; 2025Q3: 455,622 shares; 2025Q4: 104,108 shares; 2026Q1: 107,424 shares 107,424 $9M 0.01% +3,316 Timeline QSPT 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: 204,518 shares; 2024Q4: 231,621 shares; 2025Q1: 242,276 shares; 2025Q2: 229,383 shares; 2025Q3: 264,703 shares; 2025Q4: 291,540 shares; 2026Q1: 292,221 shares 292,221 $8.95M 0.01% +681 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,510 shares; 2024Q4: 49,242 shares; 2025Q1: 57,163 shares; 2025Q2: 54,237 shares; 2025Q3: 76,544 shares; 2025Q4: 81,537 shares; 2026Q1: 107,366 shares 107,366 $8.89M 0.01% +25,829 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 9,282 shares; 2025Q1: 11,854 shares; 2025Q2: 12,029 shares; 2025Q3: 14,106 shares; 2025Q4: 14,662 shares; 2026Q1: 15,078 shares 15,078 $8.88M 0.01% +416 Timeline GRPM 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: 81,634 shares; 2024Q4: 87,595 shares; 2025Q1: 101,441 shares; 2025Q2: 56,033 shares; 2025Q3: 69,398 shares; 2025Q4: 73,331 shares; 2026Q1: 75,046 shares 75,046 $8.87M 0.01% +1,715 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,461 shares; 2024Q4: 43,589 shares; 2025Q1: 63,443 shares; 2025Q2: 180,060 shares; 2025Q3: 201,048 shares; 2025Q4: 204,773 shares; 2026Q1: 206,774 shares 206,774 $8.87M 0.01% +2,001 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,093 shares; 2024Q4: 233,103 shares; 2025Q1: 275,716 shares; 2025Q2: 292,957 shares; 2025Q3: 349,614 shares; 2025Q4: 229,887 shares; 2026Q1: 228,448 shares 228,448 $8.87M 0.01% -1,439 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,651 shares; 2024Q4: 119,395 shares; 2025Q1: 127,728 shares; 2025Q2: 134,102 shares; 2025Q3: 145,983 shares; 2025Q4: 154,087 shares; 2026Q1: 166,549 shares 166,549 $8.85M 0.01% +12,462 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,089 shares; 2024Q4: 407,172 shares; 2025Q1: 405,110 shares; 2025Q2: 425,523 shares; 2025Q3: 456,953 shares; 2025Q4: 442,486 shares; 2026Q1: 412,546 shares 412,546 $8.84M 0.01% -29,940 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,135 shares; 2024Q4: 576,144 shares; 2025Q1: 597,625 shares; 2025Q2: 627,418 shares; 2025Q3: 713,976 shares; 2025Q4: 810,950 shares; 2026Q1: 933,420 shares 933,420 $8.82M 0.01% +122,470 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,730 shares; 2024Q4: 374,802 shares; 2025Q1: 359,242 shares; 2025Q2: 350,884 shares; 2025Q3: 325,064 shares; 2025Q4: 337,320 shares; 2026Q1: 391,747 shares 391,747 $8.81M 0.01% +54,427 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,157 shares; 2024Q4: 134,890 shares; 2025Q1: 137,897 shares; 2025Q2: 135,754 shares; 2025Q3: 178,412 shares; 2025Q4: 178,648 shares; 2026Q1: 181,760 shares 181,760 $8.81M 0.01% +3,112 Timeline DDLS 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: 183,281 shares; 2024Q4: 186,845 shares; 2025Q1: 189,612 shares; 2025Q2: 187,496 shares; 2025Q3: 201,874 shares; 2025Q4: 201,027 shares; 2026Q1: 202,637 shares 202,637 $8.81M 0.01% +1,610 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,799 shares; 2024Q4: 228,069 shares; 2025Q1: 233,784 shares; 2025Q2: 220,754 shares; 2025Q3: 303,241 shares; 2025Q4: 412,484 shares; 2026Q1: 424,385 shares 424,385 $8.78M 0.01% +11,901 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,699 shares; 2024Q4: 28,118 shares; 2025Q1: 28,247 shares; 2025Q2: 27,982 shares; 2025Q3: 95,435 shares; 2025Q4: 83,001 shares; 2026Q1: 78,486 shares 78,486 $8.78M 0.01% -4,515 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,691 shares; 2024Q4: 21,403 shares; 2025Q1: 32,435 shares; 2025Q2: 40,351 shares; 2025Q3: 44,296 shares; 2025Q4: 43,294 shares; 2026Q1: 36,856 shares 36,856 $8.78M 0.01% -6,438 Timeline REET 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: 315,989 shares; 2024Q4: 299,247 shares; 2025Q1: 312,438 shares; 2025Q2: 304,892 shares; 2025Q3: 315,615 shares; 2025Q4: 327,960 shares; 2026Q1: 348,928 shares 348,928 $8.78M 0.01% +20,968 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,532 shares; 2024Q4: 15,856 shares; 2025Q1: 16,987 shares; 2025Q2: 15,771 shares; 2025Q3: 25,177 shares; 2025Q4: 27,985 shares; 2026Q1: 31,074 shares 31,074 $8.77M 0.01% +3,089 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 43,242 shares; 2025Q1: 54,399 shares; 2025Q2: 56,685 shares; 2025Q3: 65,618 shares; 2025Q4: 66,526 shares; 2026Q1: 69,921 shares 69,921 $8.73M 0.01% +3,395 Timeline VTWG 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: 136,731 shares; 2024Q4: 21,407 shares; 2025Q1: 22,702 shares; 2025Q2: 23,439 shares; 2025Q3: 38,182 shares; 2025Q4: 37,520 shares; 2026Q1: 38,082 shares 38,082 $8.72M 0.01% +562 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,315 shares; 2024Q4: 25,496 shares; 2025Q1: 28,256 shares; 2025Q2: 27,485 shares; 2025Q3: 55,543 shares; 2025Q4: 176,135 shares; 2026Q1: 185,607 shares 185,607 $8.72M 0.01% +9,472 Timeline XSVM 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: 99,738 shares; 2024Q4: 103,503 shares; 2025Q1: 73,391 shares; 2025Q2: 68,059 shares; 2025Q3: 159,801 shares; 2025Q4: 143,049 shares; 2026Q1: 144,598 shares 144,598 $8.71M 0.01% +1,549 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,677 shares; 2024Q4: 61,624 shares; 2025Q1: 63,776 shares; 2025Q2: 65,353 shares; 2025Q3: 72,760 shares; 2025Q4: 85,323 shares; 2026Q1: 82,420 shares 82,420 $8.71M 0.01% -2,903 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,895 shares; 2024Q4: 43,034 shares; 2025Q1: 40,811 shares; 2025Q2: 68,633 shares; 2025Q3: 82,484 shares; 2025Q4: 89,873 shares; 2026Q1: 93,187 shares 93,187 $8.7M 0.01% +3,314 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,367 shares; 2024Q4: 105,283 shares; 2025Q1: 148,551 shares; 2025Q2: 166,456 shares; 2025Q3: 153,662 shares; 2025Q4: 136,019 shares; 2026Q1: 162,348 shares 162,348 $8.66M 0.01% +26,329 Timeline DFSD 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: 29,211 shares; 2024Q4: 37,265 shares; 2025Q1: 51,752 shares; 2025Q2: 52,429 shares; 2025Q3: 76,644 shares; 2025Q4: 167,314 shares; 2026Q1: 180,230 shares 180,230 $8.63M 0.01% +12,916 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,824 shares; 2024Q4: 157,212 shares; 2025Q1: 158,607 shares; 2025Q2: 199,414 shares; 2025Q3: 214,391 shares; 2025Q4: 246,435 shares; 2026Q1: 286,203 shares 286,203 $8.63M 0.01% +39,768 Timeline SLYV 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: 69,738 shares; 2024Q4: 71,541 shares; 2025Q1: 86,011 shares; 2025Q2: 82,294 shares; 2025Q3: 92,004 shares; 2025Q4: 92,296 shares; 2026Q1: 91,209 shares 91,209 $8.63M 0.01% -1,087 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,800 shares; 2024Q4: 327,732 shares; 2025Q1: 326,699 shares; 2025Q2: 312,600 shares; 2025Q3: 283,608 shares; 2025Q4: 277,422 shares; 2026Q1: 255,469 shares 255,469 $8.59M 0.01% -21,953 Timeline FELV 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: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 15,420 shares; 2025Q2: 141,229 shares; 2025Q3: 202,848 shares; 2025Q4: 232,327 shares; 2026Q1: 246,013 shares 246,013 $8.59M 0.01% +13,686 Timeline IBDR 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: 153,926 shares; 2024Q4: 205,376 shares; 2025Q1: 236,411 shares; 2025Q2: 234,015 shares; 2025Q3: 288,627 shares; 2025Q4: 315,386 shares; 2026Q1: 354,257 shares 354,257 $8.59M 0.01% +38,871 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,262 shares; 2024Q4: 48,454 shares; 2025Q1: 55,174 shares; 2025Q2: 55,233 shares; 2025Q3: 58,684 shares; 2025Q4: 65,442 shares; 2026Q1: 109,561 shares 109,561 $8.56M 0.01% +44,119 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,688 shares; 2024Q4: 199,173 shares; 2025Q1: 220,614 shares; 2025Q2: 246,008 shares; 2025Q3: 346,881 shares; 2025Q4: 344,528 shares; 2026Q1: 313,419 shares 313,419 $8.56M 0.01% -31,109 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,267 shares; 2024Q4: 60,647 shares; 2025Q1: 43,094 shares; 2025Q2: 30,704 shares; 2025Q3: 11,574 shares; 2025Q4: 12,606 shares; 2026Q1: 21,094 shares 21,094 $8.53M 0.01% +8,488 Timeline BSCT 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: 64,292 shares; 2024Q4: 293,982 shares; 2025Q1: 276,433 shares; 2025Q2: 314,164 shares; 2025Q3: 412,448 shares; 2025Q4: 345,532 shares; 2026Q1: 456,357 shares 456,357 $8.52M 0.01% +110,825 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,237 shares; 2024Q4: 18,308 shares; 2025Q1: 20,957 shares; 2025Q2: 21,800 shares; 2025Q3: 44,549 shares; 2025Q4: 43,609 shares; 2026Q1: 47,298 shares 47,298 $8.51M 0.01% +3,689 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,446 shares; 2024Q4: 205,919 shares; 2025Q1: 222,327 shares; 2025Q2: 284,872 shares; 2025Q3: 346,380 shares; 2025Q4: 424,810 shares; 2026Q1: 392,141 shares 392,141 $8.49M 0.01% -32,669 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 27,120 shares; 2025Q1: 27,256 shares; 2025Q2: 27,711 shares; 2025Q3: 36,733 shares; 2025Q4: 38,762 shares; 2026Q1: 40,687 shares 40,687 $8.48M 0.01% +1,925 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 11,956 shares; 2025Q1: 37,495 shares; 2025Q2: 46,151 shares; 2025Q3: 56,872 shares; 2025Q4: 67,953 shares; 2026Q1: 89,562 shares 89,562 $8.41M 0.01% +21,609 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,323 shares; 2024Q4: 141,221 shares; 2025Q1: 107,098 shares; 2025Q2: 120,821 shares; 2025Q3: 39,321 shares; 2025Q4: 40,072 shares; 2026Q1: 111,097 shares 111,097 $8.38M 0.01% +71,025 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,070 shares; 2024Q4: 21,134 shares; 2025Q1: 25,908 shares; 2025Q2: 47,778 shares; 2025Q3: 51,966 shares; 2025Q4: 54,023 shares; 2026Q1: 66,501 shares 66,501 $8.37M 0.01% +12,478 Timeline FAAR 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: 118,193 shares; 2024Q4: 137,629 shares; 2025Q1: 168,533 shares; 2025Q2: 160,640 shares; 2025Q3: 205,440 shares; 2025Q4: 226,857 shares; 2026Q1: 247,593 shares 247,593 $8.36M 0.01% +20,736 Timeline TDVI 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: 60,687 shares; 2024Q4: 68,018 shares; 2025Q1: 276,295 shares; 2025Q2: 309,496 shares; 2025Q3: 435,435 shares; 2025Q4: 325,875 shares; 2026Q1: 313,888 shares 313,888 $8.34M 0.01% -11,987 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 9,217 shares; 2025Q1: 9,714 shares; 2025Q2: 9,155 shares; 2025Q3: 13,393 shares; 2025Q4: 13,179 shares; 2026Q1: 13,764 shares 13,764 $8.33M 0.01% +585 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,574 shares; 2024Q4: 207,298 shares; 2025Q1: 239,959 shares; 2025Q2: 232,855 shares; 2025Q3: 405,430 shares; 2025Q4: 435,120 shares; 2026Q1: 506,049 shares 506,049 $8.31M 0.01% +70,929 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 114,015 shares; 2025Q1: 114,317 shares; 2025Q2: 132,193 shares; 2025Q3: 417,142 shares; 2025Q4: 209,936 shares; 2026Q1: 217,632 shares 217,632 $8.29M 0.01% +7,696 Timeline IHF 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: 122,221 shares; 2024Q4: 119,598 shares; 2025Q1: 125,474 shares; 2025Q2: 128,741 shares; 2025Q3: 227,467 shares; 2025Q4: 211,730 shares; 2026Q1: 198,112 shares 198,112 $8.29M 0.01% -13,618 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 57,577 shares; 2025Q1: 66,536 shares; 2025Q2: 93,008 shares; 2025Q3: 107,743 shares; 2025Q4: 113,998 shares; 2026Q1: 196,147 shares 196,147 $8.29M 0.01% +82,149 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,287 shares; 2024Q4: 75,835 shares; 2025Q1: 79,879 shares; 2025Q2: 238,109 shares; 2025Q3: 236,674 shares; 2025Q4: 190,956 shares; 2026Q1: 174,009 shares 174,009 $8.28M 0.01% -16,947 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,342 shares; 2024Q4: 261,544 shares; 2025Q1: 282,588 shares; 2025Q2: 214,258 shares; 2025Q3: 456,448 shares; 2025Q4: 434,723 shares; 2026Q1: 398,372 shares 398,372 $8.27M 0.01% -36,351 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,656 shares; 2024Q4: 32,272 shares; 2025Q1: 30,039 shares; 2025Q2: 29,945 shares; 2025Q3: 37,381 shares; 2025Q4: 46,726 shares; 2026Q1: 394,670 shares 394,670 $8.25M 0.01% +347,944 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,040 shares; 2024Q4: 217,959 shares; 2025Q1: 251,327 shares; 2025Q2: 254,187 shares; 2025Q3: 308,262 shares; 2025Q4: 333,740 shares; 2026Q1: 171,737 shares 171,737 $8.21M 0.01% -162,003 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,066 shares; 2024Q4: 77,139 shares; 2025Q1: 46,044 shares; 2025Q2: 50,237 shares; 2025Q3: 52,186 shares; 2025Q4: 64,882 shares; 2026Q1: 60,836 shares 60,836 $8.19M 0.01% -4,046 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,446 shares; 2024Q4: 95,195 shares; 2025Q1: 100,429 shares; 2025Q2: 108,887 shares; 2025Q3: 127,673 shares; 2025Q4: 123,775 shares; 2026Q1: 128,257 shares 128,257 $8.16M 0.01% +4,482 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,585 shares; 2024Q4: 58,817 shares; 2025Q1: 67,223 shares; 2025Q2: 73,177 shares; 2025Q3: 76,521 shares; 2025Q4: 62,628 shares; 2026Q1: 79,707 shares 79,707 $8.16M 0.01% +17,079 Timeline CORP 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: 43,239 shares; 2024Q4: 45,876 shares; 2025Q1: 42,815 shares; 2025Q2: 38,722 shares; 2025Q3: 64,998 shares; 2025Q4: 76,631 shares; 2026Q1: 84,292 shares 84,292 $8.16M 0.01% +7,661 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,511 shares; 2024Q4: 69,593 shares; 2025Q1: 73,840 shares; 2025Q2: 70,971 shares; 2025Q3: 80,311 shares; 2025Q4: 51,787 shares; 2026Q1: 42,921 shares 42,921 $8.14M 0.01% -8,866 Timeline ILDR 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: 106,954 shares; 2024Q4: 51,467 shares; 2025Q1: 54,767 shares; 2025Q2: 43,957 shares; 2025Q3: 103,298 shares; 2025Q4: 112,771 shares; 2026Q1: 272,975 shares 272,975 $8.13M 0.01% +160,204 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 15,379 shares; 2025Q1: 14,392 shares; 2025Q2: 37,475 shares; 2025Q3: 99,439 shares; 2025Q4: 129,409 shares; 2026Q1: 115,274 shares 115,274 $8.13M 0.01% -14,135 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,151 shares; 2024Q4: 16,453 shares; 2025Q1: 19,916 shares; 2025Q2: 19,648 shares; 2025Q3: 23,859 shares; 2025Q4: 28,466 shares; 2026Q1: 30,425 shares 30,425 $8.12M 0.01% +1,959 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,473 shares; 2024Q4: 21,019 shares; 2025Q1: 28,820 shares; 2025Q2: 28,924 shares; 2025Q3: 31,434 shares; 2025Q4: 46,680 shares; 2026Q1: 42,991 shares 42,991 $8.11M 0.01% -3,689 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,325 shares; 2024Q4: 202,054 shares; 2025Q1: 211,125 shares; 2025Q2: 176,294 shares; 2025Q3: 238,098 shares; 2025Q4: 213,272 shares; 2026Q1: 179,314 shares 179,314 $8.11M 0.01% -33,958 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,716 shares; 2025Q1: 9,120 shares; 2025Q2: 8,962 shares; 2025Q3: 9,582 shares; 2025Q4: 9,394 shares; 2026Q1: 9,698 shares 9,698 $8.11M 0.01% +304 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 12,032 shares; 2025Q1: 12,014 shares; 2025Q2: 12,337 shares; 2025Q3: 15,421 shares; 2025Q4: 20,070 shares; 2026Q1: 16,881 shares 16,881 $8.11M 0.01% -3,189 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,797 shares; 2024Q4: 72,182 shares; 2025Q1: 78,879 shares; 2025Q2: 66,785 shares; 2025Q3: 76,079 shares; 2025Q4: 120,923 shares; 2026Q1: 128,775 shares 128,775 $8.09M 0.01% +7,852 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,561 shares; 2024Q4: 43,023 shares; 2025Q1: 43,293 shares; 2025Q2: 41,815 shares; 2025Q3: 53,984 shares; 2025Q4: 56,025 shares; 2026Q1: 63,882 shares 63,882 $8.08M 0.01% +7,857 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,808 shares; 2024Q4: 58,308 shares; 2025Q1: 188,855 shares; 2025Q2: 186,280 shares; 2025Q3: 186,352 shares; 2025Q4: 182,515 shares; 2026Q1: 130,114 shares 130,114 $8.07M 0.01% -52,401 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214,250 shares; 2026Q1: 242,410 shares 242,410 $8.07M 0.01% +28,160 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 157,914 shares; 2025Q1: 170,220 shares; 2025Q2: 149,761 shares; 2025Q3: 192,201 shares; 2025Q4: 185,450 shares; 2026Q1: 178,095 shares 178,095 $8.07M 0.01% -7,355 Timeline EFAA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,517 shares; 2025Q4: 96,604 shares; 2026Q1: 152,789 shares 152,789 $8.06M 0.01% +56,185 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,191 shares; 2024Q4: 58,012 shares; 2025Q1: 96,197 shares; 2025Q2: 202,692 shares; 2025Q3: 254,537 shares; 2025Q4: 272,253 shares; 2026Q1: 336,813 shares 336,813 $8.05M 0.01% +64,560 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,107 shares; 2024Q4: 191,654 shares; 2025Q1: 205,425 shares; 2025Q2: 336,127 shares; 2025Q3: 397,693 shares; 2025Q4: 335,535 shares; 2026Q1: 339,422 shares 339,422 $8.04M 0.01% +3,887 Timeline IQM 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: 3,594 shares; 2024Q4: not reported; 2025Q1: 9,135 shares; 2025Q2: 15,239 shares; 2025Q3: 25,267 shares; 2025Q4: 41,996 shares; 2026Q1: 90,839 shares 90,839 $8.03M 0.01% +48,843 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,055 shares; 2024Q4: 27,967 shares; 2025Q1: 30,073 shares; 2025Q2: 30,318 shares; 2025Q3: 39,060 shares; 2025Q4: 39,886 shares; 2026Q1: 29,297 shares 29,297 $8.03M 0.01% -10,589 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 27,975 shares; 2025Q1: 28,166 shares; 2025Q2: 27,498 shares; 2025Q3: 35,968 shares; 2025Q4: 57,610 shares; 2026Q1: 61,132 shares 61,132 $8.02M 0.01% +3,522 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,185 shares 201,185 $8M 0.01% new Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,762 shares; 2025Q2: not reported; 2025Q3: 10,375 shares; 2025Q4: 11,191 shares; 2026Q1: 387,475 shares 387,475 $7.99M 0.01% +376,284 Timeline AOK 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: 53,378 shares; 2024Q4: 495,555 shares; 2025Q1: 74,049 shares; 2025Q2: 71,090 shares; 2025Q3: 102,323 shares; 2025Q4: 197,767 shares; 2026Q1: 200,198 shares 200,198 $7.99M 0.01% +2,431 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,639 shares; 2024Q4: 84,787 shares; 2025Q1: 86,369 shares; 2025Q2: 96,390 shares; 2025Q3: 137,545 shares; 2025Q4: 169,179 shares; 2026Q1: 163,820 shares 163,820 $7.98M 0.01% -5,359 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 30,023 shares; 2025Q1: 33,856 shares; 2025Q2: 38,400 shares; 2025Q3: 138,232 shares; 2025Q4: 135,363 shares; 2026Q1: 131,943 shares 131,943 $7.97M 0.01% -3,420 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,679 shares; 2025Q3: 68,823 shares; 2025Q4: 93,054 shares; 2026Q1: 102,705 shares 102,705 $7.95M 0.01% +9,651 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,568 shares; 2024Q4: 112,706 shares; 2025Q1: 112,326 shares; 2025Q2: 312,463 shares; 2025Q3: 611,145 shares; 2025Q4: 644,694 shares; 2026Q1: 703,998 shares 703,998 $7.94M 0.01% +59,304 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,283 shares; 2025Q1: 8,895 shares; 2025Q2: 49,582 shares; 2025Q3: 73,855 shares; 2025Q4: 81,220 shares; 2026Q1: 64,525 shares 64,525 $7.94M 0.01% -16,695 Timeline FXZ 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: 92,991 shares; 2024Q4: 87,531 shares; 2025Q1: 90,061 shares; 2025Q2: 92,316 shares; 2025Q3: 145,192 shares; 2025Q4: 107,581 shares; 2026Q1: 104,066 shares 104,066 $7.93M 0.01% -3,515 Timeline IDU 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: 29,051 shares; 2024Q4: 64,802 shares; 2025Q1: 33,990 shares; 2025Q2: 40,104 shares; 2025Q3: 62,132 shares; 2025Q4: 61,583 shares; 2026Q1: 68,169 shares 68,169 $7.92M 0.01% +6,586 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,146 shares; 2024Q4: 48,467 shares; 2025Q1: 11,539 shares; 2025Q2: 14,940 shares; 2025Q3: 11,147 shares; 2025Q4: 16,809 shares; 2026Q1: 62,170 shares 62,170 $7.91M 0.01% +45,361 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,646 shares; 2024Q4: 27,199 shares; 2025Q1: 32,468 shares; 2025Q2: 26,349 shares; 2025Q3: 50,130 shares; 2025Q4: 43,021 shares; 2026Q1: 44,038 shares 44,038 $7.91M 0.01% +1,017 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,113 shares; 2026Q1: 352,175 shares 352,175 $7.89M 0.01% +120,062 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 13,033 shares; 2025Q1: 20,069 shares; 2025Q2: 21,324 shares; 2025Q3: 23,212 shares; 2025Q4: 20,178 shares; 2026Q1: 22,206 shares 22,206 $7.86M 0.01% +2,028 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,736 shares; 2024Q4: 23,942 shares; 2025Q1: 28,699 shares; 2025Q2: 31,566 shares; 2025Q3: 53,571 shares; 2025Q4: 53,027 shares; 2026Q1: 54,241 shares 54,241 $7.85M 0.01% +1,214 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,033 shares; 2024Q4: 71,058 shares; 2025Q1: 73,139 shares; 2025Q2: 78,840 shares; 2025Q3: 110,659 shares; 2025Q4: 113,746 shares; 2026Q1: 122,318 shares 122,318 $7.85M 0.01% +8,572 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,880 shares; 2024Q4: 82,054 shares; 2025Q1: 87,106 shares; 2025Q2: 90,904 shares; 2025Q3: 107,659 shares; 2025Q4: 128,821 shares; 2026Q1: 158,831 shares 158,831 $7.84M 0.01% +30,010 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,128 shares; 2024Q4: 206,596 shares; 2025Q1: 203,133 shares; 2025Q2: 208,447 shares; 2025Q3: 223,546 shares; 2025Q4: 228,429 shares; 2026Q1: 220,887 shares 220,887 $7.81M 0.01% -7,542 Timeline GGUS 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: 60,142 shares; 2025Q2: 59,328 shares; 2025Q3: 122,207 shares; 2025Q4: 127,446 shares; 2026Q1: 134,681 shares 134,681 $7.81M 0.01% +7,235 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,662 shares; 2024Q4: 57,583 shares; 2025Q1: 59,956 shares; 2025Q2: 59,481 shares; 2025Q3: 66,705 shares; 2025Q4: 67,821 shares; 2026Q1: 71,432 shares 71,432 $7.79M 0.01% +3,611 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,052 shares; 2024Q4: 50,710 shares; 2025Q1: 60,692 shares; 2025Q2: 66,307 shares; 2025Q3: 72,861 shares; 2025Q4: 98,661 shares; 2026Q1: 121,547 shares 121,547 $7.79M 0.01% +22,886 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,416 shares; 2024Q4: 30,038 shares; 2025Q1: 45,481 shares; 2025Q2: 46,306 shares; 2025Q3: 56,505 shares; 2025Q4: 45,988 shares; 2026Q1: 53,218 shares 53,218 $7.78M 0.01% +7,230 Timeline FFLG 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: 160,328 shares; 2024Q4: 171,789 shares; 2025Q1: 175,170 shares; 2025Q2: 191,379 shares; 2025Q3: 303,196 shares; 2025Q4: 286,351 shares; 2026Q1: 279,791 shares 279,791 $7.78M 0.01% -6,560 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,472 shares; 2024Q4: 459,360 shares; 2025Q1: 507,748 shares; 2025Q2: 528,118 shares; 2025Q3: 602,620 shares; 2025Q4: 647,154 shares; 2026Q1: 675,745 shares 675,745 $7.77M 0.01% +28,591 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 61,578 shares; 2025Q1: 60,698 shares; 2025Q2: 206,175 shares; 2025Q3: 84,692 shares; 2025Q4: 169,902 shares; 2026Q1: 161,722 shares 161,722 $7.77M 0.01% -8,180 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,335 shares; 2025Q4: 216,080 shares; 2026Q1: 220,201 shares 220,201 $7.75M 0.01% +4,121 Timeline IYR 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: 38,091 shares; 2024Q4: 189,999 shares; 2025Q1: 37,253 shares; 2025Q2: 75,654 shares; 2025Q3: 56,432 shares; 2025Q4: 57,564 shares; 2026Q1: 81,813 shares 81,813 $7.74M 0.01% +24,249 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 8,317 shares; 2025Q1: 9,314 shares; 2025Q2: 9,010 shares; 2025Q3: 39,095 shares; 2025Q4: 54,038 shares; 2026Q1: 53,876 shares 53,876 $7.73M 0.01% -162 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,677 shares; 2025Q1: 257,659 shares; 2025Q2: 234,558 shares; 2025Q3: 306,379 shares; 2025Q4: 332,505 shares; 2026Q1: 339,041 shares 339,041 $7.72M 0.01% +6,536 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 87,284 shares; 2025Q3: 192,784 shares; 2025Q4: 200,942 shares; 2026Q1: 152,862 shares 152,862 $7.69M 0.01% -48,080 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,434 shares; 2024Q4: 31,326 shares; 2025Q1: 49,544 shares; 2025Q2: 59,497 shares; 2025Q3: 80,418 shares; 2025Q4: 75,723 shares; 2026Q1: 88,408 shares 88,408 $7.68M 0.01% +12,685 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 4,770 shares; 2025Q1: 8,017 shares; 2025Q2: 9,888 shares; 2025Q3: 14,523 shares; 2025Q4: 17,549 shares; 2026Q1: 23,173 shares 23,173 $7.67M 0.01% +5,624 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,146 shares; 2025Q4: 204,980 shares; 2026Q1: 320,730 shares 320,730 $7.66M 0.01% +115,750 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 61,158 shares; 2025Q1: 40,990 shares; 2025Q2: 34,463 shares; 2025Q3: 199,049 shares; 2025Q4: 197,821 shares; 2026Q1: 197,283 shares 197,283 $7.63M 0.01% -538 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,702 shares; 2024Q4: 435,875 shares; 2025Q1: 407,829 shares; 2025Q2: 383,165 shares; 2025Q3: 390,636 shares; 2025Q4: 366,363 shares; 2026Q1: 277,468 shares 277,468 $7.62M 0.01% -88,895 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 25,763 shares; 2025Q1: 21,841 shares; 2025Q2: 21,756 shares; 2025Q3: 23,750 shares; 2025Q4: 27,331 shares; 2026Q1: 37,238 shares 37,238 $7.61M 0.01% +9,907 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 24,139 shares; 2025Q1: 28,284 shares; 2025Q2: 29,712 shares; 2025Q3: 36,247 shares; 2025Q4: 42,050 shares; 2026Q1: 37,749 shares 37,749 $7.61M 0.01% -4,301 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,849 shares; 2024Q4: 152,980 shares; 2025Q1: 130,943 shares; 2025Q2: 127,675 shares; 2025Q3: 172,095 shares; 2025Q4: 189,251 shares; 2026Q1: 167,164 shares 167,164 $7.61M 0.01% -22,087 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,911 shares; 2024Q4: 125,271 shares; 2025Q1: 151,484 shares; 2025Q2: 147,806 shares; 2025Q3: 137,432 shares; 2025Q4: 133,317 shares; 2026Q1: 142,534 shares 142,534 $7.6M 0.01% +9,217 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,515 shares; 2026Q1: 172,546 shares 172,546 $7.58M 0.01% +4,031 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 27,328 shares; 2025Q1: 37,090 shares; 2025Q2: 39,386 shares; 2025Q3: 67,984 shares; 2025Q4: 104,683 shares; 2026Q1: 109,657 shares 109,657 $7.58M 0.01% +4,974 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,644 shares; 2024Q4: 335,540 shares; 2025Q1: 331,779 shares; 2025Q2: 324,685 shares; 2025Q3: 185,458 shares; 2025Q4: 196,666 shares; 2026Q1: 197,002 shares 197,002 $7.58M 0.01% +336 Timeline YJUN 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: 106,825 shares; 2024Q4: 120,891 shares; 2025Q1: 568,973 shares; 2025Q2: 672,134 shares; 2025Q3: 301,752 shares; 2025Q4: 299,914 shares; 2026Q1: 294,275 shares 294,275 $7.58M 0.01% -5,639 Timeline OMFL 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: 178,734 shares; 2024Q4: 101,063 shares; 2025Q1: 96,641 shares; 2025Q2: 100,781 shares; 2025Q3: 145,833 shares; 2025Q4: 153,323 shares; 2026Q1: 126,038 shares 126,038 $7.58M 0.01% -27,285 Timeline JVAL 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: 138,339 shares; 2024Q4: 139,347 shares; 2025Q1: 166,347 shares; 2025Q2: 167,694 shares; 2025Q3: 169,608 shares; 2025Q4: 169,545 shares; 2026Q1: 154,443 shares 154,443 $7.55M 0.01% -15,102 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,019 shares; 2024Q4: 63,123 shares; 2025Q1: 66,406 shares; 2025Q2: 61,001 shares; 2025Q3: 162,238 shares; 2025Q4: 158,249 shares; 2026Q1: 185,808 shares 185,808 $7.53M 0.01% +27,559 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,870 shares; 2024Q4: 177,437 shares; 2025Q1: 186,369 shares; 2025Q2: 171,892 shares; 2025Q3: 155,828 shares; 2025Q4: 150,884 shares; 2026Q1: 156,613 shares 156,613 $7.52M 0.01% +5,729 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375,896 shares; 2026Q1: 398,453 shares 398,453 $7.51M 0.01% +22,557 Timeline ISCF 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: 44,431 shares; 2024Q4: 48,438 shares; 2025Q1: 51,375 shares; 2025Q2: 65,505 shares; 2025Q3: 96,692 shares; 2025Q4: 150,232 shares; 2026Q1: 179,253 shares 179,253 $7.49M 0.01% +29,021 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,976 shares; 2026Q1: 167,958 shares 167,958 $7.48M 0.01% +103,982 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 12,482 shares; 2025Q1: 17,483 shares; 2025Q2: 23,556 shares; 2025Q3: 69,054 shares; 2025Q4: 132,780 shares; 2026Q1: 153,411 shares 153,411 $7.48M 0.01% +20,631 Timeline GMAR 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: 191,186 shares; 2024Q4: 203,733 shares; 2025Q1: 274,053 shares; 2025Q2: 273,253 shares; 2025Q3: 251,653 shares; 2025Q4: 232,322 shares; 2026Q1: 179,080 shares 179,080 $7.47M 0.01% -53,242 Timeline PSCT 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: 6,611 shares; 2025Q2: 6,587 shares; 2025Q3: 32,977 shares; 2025Q4: 37,402 shares; 2026Q1: 124,215 shares 124,215 $7.46M 0.01% +86,813 Timeline GSID 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,309 shares 106,309 $7.43M 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 13,234 shares; 2025Q1: 15,080 shares; 2025Q2: 38,891 shares; 2025Q3: 41,727 shares; 2025Q4: 42,450 shares; 2026Q1: 40,715 shares 40,715 $7.42M 0.01% -1,735 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,290 shares; 2024Q4: 128,080 shares; 2025Q1: 141,984 shares; 2025Q2: 145,345 shares; 2025Q3: 377,639 shares; 2025Q4: 384,783 shares; 2026Q1: 437,318 shares 437,318 $7.42M 0.01% +52,535 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 31,871 shares; 2025Q1: 42,666 shares; 2025Q2: 39,318 shares; 2025Q3: 51,468 shares; 2025Q4: 53,191 shares; 2026Q1: 54,633 shares 54,633 $7.4M 0.01% +1,442 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 18,159 shares; 2025Q1: 21,421 shares; 2025Q2: 22,235 shares; 2025Q3: 27,270 shares; 2025Q4: 29,346 shares; 2026Q1: 29,664 shares 29,664 $7.39M 0.01% +318 Timeline KBWP 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: 15,123 shares; 2024Q4: 18,181 shares; 2025Q1: 20,389 shares; 2025Q2: 20,307 shares; 2025Q3: 39,048 shares; 2025Q4: 53,717 shares; 2026Q1: 62,098 shares 62,098 $7.39M 0.01% +8,381 Timeline BLOK 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: 119,811 shares; 2024Q4: 158,781 shares; 2025Q1: 156,695 shares; 2025Q2: 144,442 shares; 2025Q3: 145,018 shares; 2025Q4: 153,619 shares; 2026Q1: 148,255 shares 148,255 $7.38M 0.01% -5,364 Timeline VTHR 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: 25,938 shares; 2024Q4: 24,935 shares; 2025Q1: 17,993 shares; 2025Q2: 18,502 shares; 2025Q3: 25,157 shares; 2025Q4: 24,423 shares; 2026Q1: 25,446 shares 25,446 $7.32M 0.01% +1,023 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,520 shares; 2024Q4: 39,809 shares; 2025Q1: 89,321 shares; 2025Q2: 88,977 shares; 2025Q3: 115,996 shares; 2025Q4: 144,591 shares; 2026Q1: 157,217 shares 157,217 $7.32M 0.01% +12,626 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,905 shares; 2025Q1: 80,039 shares; 2025Q2: 97,591 shares; 2025Q3: 103,057 shares; 2025Q4: 150,030 shares; 2026Q1: 159,335 shares 159,335 $7.31M 0.01% +9,305 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 18,399 shares; 2025Q1: 23,006 shares; 2025Q2: 23,841 shares; 2025Q3: 29,303 shares; 2025Q4: 28,912 shares; 2026Q1: 37,274 shares 37,274 $7.3M 0.01% +8,362 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,354 shares; 2024Q4: 116,674 shares; 2025Q1: 118,599 shares; 2025Q2: 134,939 shares; 2025Q3: 163,086 shares; 2025Q4: 144,694 shares; 2026Q1: 169,881 shares 169,881 $7.29M 0.01% +25,187 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,619 shares; 2024Q4: 40,639 shares; 2025Q1: 273,156 shares; 2025Q2: 57,165 shares; 2025Q3: 64,674 shares; 2025Q4: 72,122 shares; 2026Q1: 154,776 shares 154,776 $7.28M 0.01% +82,654 Timeline QSML 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: 148,900 shares; 2024Q4: 198,208 shares; 2025Q1: 215,410 shares; 2025Q2: 229,954 shares; 2025Q3: 237,483 shares; 2025Q4: 253,973 shares; 2026Q1: 260,896 shares 260,896 $7.28M 0.01% +6,923 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,551 shares; 2024Q4: 33,991 shares; 2025Q1: 36,741 shares; 2025Q2: 36,596 shares; 2025Q3: 64,256 shares; 2025Q4: 84,308 shares; 2026Q1: 93,777 shares 93,777 $7.28M 0.01% +9,469 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,933 shares; 2024Q4: 148,560 shares; 2025Q1: 155,432 shares; 2025Q2: 158,282 shares; 2025Q3: 202,410 shares; 2025Q4: 199,266 shares; 2026Q1: 211,074 shares 211,074 $7.27M 0.01% +11,808 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,838 shares; 2024Q4: 106,172 shares; 2025Q1: 208,656 shares; 2025Q2: 27,953 shares; 2025Q3: 238,287 shares; 2025Q4: 443,672 shares; 2026Q1: 145,253 shares 145,253 $7.27M 0.01% -298,419 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,551 shares; 2024Q4: 191,088 shares; 2025Q1: 188,179 shares; 2025Q2: 186,597 shares; 2025Q3: 250,393 shares; 2025Q4: 247,774 shares; 2026Q1: 250,997 shares 250,997 $7.27M 0.01% +3,223 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,820 shares; 2025Q2: 18,551 shares; 2025Q3: 24,834 shares; 2025Q4: 36,647 shares; 2026Q1: 946,709 shares 946,709 $7.26M 0.01% +910,062 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,485 shares; 2024Q4: 62,019 shares; 2025Q1: 58,982 shares; 2025Q2: 62,078 shares; 2025Q3: 132,763 shares; 2025Q4: 136,967 shares; 2026Q1: 154,740 shares 154,740 $7.26M 0.01% +17,773 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,493 shares; 2024Q4: 107,372 shares; 2025Q1: 128,811 shares; 2025Q2: 151,960 shares; 2025Q3: 290,501 shares; 2025Q4: 312,306 shares; 2026Q1: 364,351 shares 364,351 $7.26M 0.01% +52,045 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,434 shares; 2025Q1: 11,772 shares; 2025Q2: 10,068 shares; 2025Q3: 12,270 shares; 2025Q4: 11,934 shares; 2026Q1: 13,853 shares 13,853 $7.24M 0.01% +1,919 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,353 shares; 2025Q3: 32,474 shares; 2025Q4: 74,414 shares; 2026Q1: 146,141 shares 146,141 $7.24M 0.01% +71,727 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,582 shares 178,582 $7.22M 0.01% new Timeline REMX 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: 7,900 shares; 2024Q4: 6,483 shares; 2025Q1: 19,429 shares; 2025Q2: 22,679 shares; 2025Q3: 113,446 shares; 2025Q4: 62,359 shares; 2026Q1: 81,410 shares 81,410 $7.16M 0.01% +19,051 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,595 shares; 2025Q2: 177,790 shares; 2025Q3: 233,623 shares; 2025Q4: 199,550 shares; 2026Q1: 201,579 shares 201,579 $7.16M 0.01% +2,029 Timeline ACWV 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: 60,367 shares; 2024Q4: 62,381 shares; 2025Q1: 54,971 shares; 2025Q2: 54,852 shares; 2025Q3: 57,738 shares; 2025Q4: 58,921 shares; 2026Q1: 59,773 shares 59,773 $7.14M 0.01% +852 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,956 shares; 2024Q4: 90,209 shares; 2025Q1: 107,948 shares; 2025Q2: 111,896 shares; 2025Q3: 181,483 shares; 2025Q4: 203,411 shares; 2026Q1: 220,032 shares 220,032 $7.14M 0.01% +16,621 Timeline ISCV 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: 41,177 shares; 2024Q4: 41,557 shares; 2025Q1: 46,677 shares; 2025Q2: 47,268 shares; 2025Q3: 97,530 shares; 2025Q4: 99,281 shares; 2026Q1: 102,633 shares 102,633 $7.13M 0.01% +3,352 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 19,764 shares; 2025Q1: 28,986 shares; 2025Q2: 28,488 shares; 2025Q3: 44,522 shares; 2025Q4: 45,949 shares; 2026Q1: 45,311 shares 45,311 $7.13M 0.01% -638 Timeline IBDS 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: 107,318 shares; 2024Q4: 163,536 shares; 2025Q1: 214,316 shares; 2025Q2: 224,270 shares; 2025Q3: 267,382 shares; 2025Q4: 285,025 shares; 2026Q1: 293,757 shares 293,757 $7.12M 0.01% +8,732 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 57,620 shares; 2025Q1: 99,237 shares; 2025Q2: 111,822 shares; 2025Q3: 117,121 shares; 2025Q4: 128,583 shares; 2026Q1: 143,299 shares 143,299 $7.11M 0.01% +14,716 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,726 shares; 2024Q4: 13,498 shares; 2025Q1: 18,197 shares; 2025Q2: 26,425 shares; 2025Q3: 37,676 shares; 2025Q4: 38,558 shares; 2026Q1: 47,282 shares 47,282 $7.1M 0.01% +8,724 Timeline ONEY 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: 33,302 shares; 2024Q4: 36,452 shares; 2025Q1: 25,653 shares; 2025Q2: 24,528 shares; 2025Q3: 36,346 shares; 2025Q4: 38,491 shares; 2026Q1: 58,981 shares 58,981 $7.08M 0.01% +20,490 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 7,258 shares; 2025Q1: 18,607 shares; 2025Q2: 14,139 shares; 2025Q3: 27,552 shares; 2025Q4: 48,607 shares; 2026Q1: 52,499 shares 52,499 $7.07M 0.01% +3,892 Timeline VNLA 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: 666,245 shares; 2024Q4: 714,445 shares; 2025Q1: 756,609 shares; 2025Q2: 1,021,010 shares; 2025Q3: 1,097,653 shares; 2025Q4: 125,667 shares; 2026Q1: 144,542 shares 144,542 $7.06M 0.01% +18,875 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,671 shares; 2024Q4: 434,258 shares; 2025Q1: 475,056 shares; 2025Q2: 522,340 shares; 2025Q3: 538,602 shares; 2025Q4: 563,066 shares; 2026Q1: 623,652 shares 623,652 $7.06M 0.01% +60,586 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,905 shares; 2024Q4: 359,092 shares; 2025Q1: 355,110 shares; 2025Q2: 347,371 shares; 2025Q3: 324,292 shares; 2025Q4: 324,099 shares; 2026Q1: 321,487 shares 321,487 $7.06M 0.01% -2,612 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 19,379 shares; 2025Q1: 18,164 shares; 2025Q2: 22,287 shares; 2025Q3: 33,967 shares; 2025Q4: 36,445 shares; 2026Q1: 35,670 shares 35,670 $7.04M 0.01% -775 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,986 shares; 2024Q4: 36,273 shares; 2025Q1: 35,709 shares; 2025Q2: 36,918 shares; 2025Q3: 88,578 shares; 2025Q4: 89,411 shares; 2026Q1: 85,788 shares 85,788 $7.02M 0.01% -3,623 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664,191 shares; 2026Q1: 560,748 shares 560,748 $7.01M 0.01% -103,443 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,722 shares; 2026Q1: 1,201,098 shares 1,201,098 $7.01M 0.01% +1,165,376 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,285 shares; 2024Q4: 118,442 shares; 2025Q1: 432,970 shares; 2025Q2: 153,508 shares; 2025Q3: 164,708 shares; 2025Q4: 147,575 shares; 2026Q1: 167,247 shares 167,247 $6.98M 0.01% +19,672 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,761 shares; 2025Q1: 7,944 shares; 2025Q2: 27,243 shares; 2025Q3: 28,094 shares; 2025Q4: 28,397 shares; 2026Q1: 28,837 shares 28,837 $6.96M 0.01% +440 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,655 shares; 2024Q4: 44,075 shares; 2025Q1: 47,027 shares; 2025Q2: 48,282 shares; 2025Q3: 73,623 shares; 2025Q4: 73,141 shares; 2026Q1: 60,259 shares 60,259 $6.96M 0.01% -12,882 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,604 shares; 2025Q4: 83,915 shares; 2026Q1: 140,611 shares 140,611 $6.96M 0.01% +56,696 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,728 shares; 2024Q4: 57,596 shares; 2025Q1: 63,786 shares; 2025Q2: 57,009 shares; 2025Q3: 205,103 shares; 2025Q4: 216,904 shares; 2026Q1: 326,249 shares 326,249 $6.96M 0.01% +109,345 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,733 shares; 2024Q4: 89,370 shares; 2025Q1: 91,219 shares; 2025Q2: 97,569 shares; 2025Q3: 139,206 shares; 2025Q4: 148,449 shares; 2026Q1: 137,165 shares 137,165 $6.95M 0.01% -11,284 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,353 shares; 2024Q4: 92,181 shares; 2025Q1: 101,766 shares; 2025Q2: 103,992 shares; 2025Q3: 137,206 shares; 2025Q4: 155,253 shares; 2026Q1: 160,888 shares 160,888 $6.94M 0.01% +5,635 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,805 shares; 2026Q1: 59,846 shares 59,846 $6.91M 0.01% +12,041 Timeline NFTY 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: 20,749 shares; 2024Q4: 77,514 shares; 2025Q1: 81,327 shares; 2025Q2: 103,517 shares; 2025Q3: 150,178 shares; 2025Q4: 147,685 shares; 2026Q1: 133,934 shares 133,934 $6.9M 0.01% -13,751 Timeline DXJ 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: 25,844 shares; 2024Q4: 26,176 shares; 2025Q1: 25,996 shares; 2025Q2: 26,368 shares; 2025Q3: 33,745 shares; 2025Q4: 32,839 shares; 2026Q1: 43,255 shares 43,255 $6.86M 0.01% +10,416 Timeline FXH 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: 91,615 shares; 2024Q4: 69,520 shares; 2025Q1: 64,113 shares; 2025Q2: 54,803 shares; 2025Q3: 59,160 shares; 2025Q4: 69,351 shares; 2026Q1: 62,310 shares 62,310 $6.84M 0.01% -7,041 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,032 shares; 2024Q4: 72,378 shares; 2025Q1: 71,759 shares; 2025Q2: 72,305 shares; 2025Q3: 69,921 shares; 2025Q4: 202,342 shares; 2026Q1: 205,340 shares 205,340 $6.83M 0.01% +2,998 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,828 shares; 2024Q4: 120,980 shares; 2025Q1: 196,349 shares; 2025Q2: 201,480 shares; 2025Q3: 108,200 shares; 2025Q4: 104,938 shares; 2026Q1: 162,906 shares 162,906 $6.82M 0.01% +57,968 Timeline ESGV 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: 64,416 shares; 2024Q4: 60,604 shares; 2025Q1: 59,435 shares; 2025Q2: 51,621 shares; 2025Q3: 54,734 shares; 2025Q4: 59,994 shares; 2026Q1: 60,627 shares 60,627 $6.81M 0.01% +633 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,976 shares; 2024Q4: 59,639 shares; 2025Q1: 66,054 shares; 2025Q2: 71,493 shares; 2025Q3: 98,908 shares; 2025Q4: 163,341 shares; 2026Q1: 159,398 shares 159,398 $6.76M 0.01% -3,943 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,739 shares; 2024Q4: 55,434 shares; 2025Q1: 48,034 shares; 2025Q2: 40,095 shares; 2025Q3: 86,371 shares; 2025Q4: 87,145 shares; 2026Q1: 106,742 shares 106,742 $6.74M 0.01% +19,597 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,502 shares; 2025Q2: 55,854 shares; 2025Q3: 69,118 shares; 2025Q4: 73,999 shares; 2026Q1: 83,953 shares 83,953 $6.72M 0.01% +9,954 Timeline RWJ 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: 139,813 shares; 2024Q4: 59,675 shares; 2025Q1: 177,033 shares; 2025Q2: 184,564 shares; 2025Q3: 131,336 shares; 2025Q4: 134,032 shares; 2026Q1: 133,119 shares 133,119 $6.72M 0.01% -913 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,039 shares; 2024Q4: 123,382 shares; 2025Q1: 119,237 shares; 2025Q2: 130,924 shares; 2025Q3: 169,470 shares; 2025Q4: 141,986 shares; 2026Q1: 102,528 shares 102,528 $6.71M 0.01% -39,458 Timeline HSMV 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: 143,394 shares; 2024Q4: 146,750 shares; 2025Q1: 147,218 shares; 2025Q2: 155,405 shares; 2025Q3: 171,066 shares; 2025Q4: 175,477 shares; 2026Q1: 184,609 shares 184,609 $6.68M 0.01% +9,132 Timeline IYE 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: 167,231 shares; 2024Q4: 171,355 shares; 2025Q1: 185,521 shares; 2025Q2: 135,404 shares; 2025Q3: 114,263 shares; 2025Q4: 103,707 shares; 2026Q1: 102,779 shares 102,779 $6.66M 0.01% -928 Timeline PSK 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: 94,320 shares; 2024Q4: 102,777 shares; 2025Q1: 101,819 shares; 2025Q2: 98,114 shares; 2025Q3: 93,021 shares; 2025Q4: 112,681 shares; 2026Q1: 214,758 shares 214,758 $6.62M 0.01% +102,077 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,300 shares; 2025Q1: 3,160 shares; 2025Q2: 2,914 shares; 2025Q3: 24,316 shares; 2025Q4: 22,551 shares; 2026Q1: 20,507 shares 20,507 $6.62M 0.01% -2,044 Timeline XMLV 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: 64,107 shares; 2025Q2: 64,683 shares; 2025Q3: 72,397 shares; 2025Q4: 88,281 shares; 2026Q1: 105,074 shares 105,074 $6.62M 0.01% +16,793 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,162 shares; 2024Q4: 460,698 shares; 2025Q1: 475,214 shares; 2025Q2: 513,512 shares; 2025Q3: 562,737 shares; 2025Q4: 532,929 shares; 2026Q1: 542,746 shares 542,746 $6.61M 0.01% +9,817 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,474 shares; 2024Q4: 103,463 shares; 2025Q1: 127,157 shares; 2025Q2: 172,879 shares; 2025Q3: 187,404 shares; 2025Q4: 174,778 shares; 2026Q1: 177,271 shares 177,271 $6.6M 0.01% +2,493 Timeline IBDT 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: 84,771 shares; 2024Q4: 127,245 shares; 2025Q1: 188,628 shares; 2025Q2: 206,648 shares; 2025Q3: 231,929 shares; 2025Q4: 263,683 shares; 2026Q1: 260,291 shares 260,291 $6.59M 0.01% -3,392 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 17,819 shares; 2025Q1: 19,745 shares; 2025Q2: 23,708 shares; 2025Q3: 31,996 shares; 2025Q4: 31,286 shares; 2026Q1: 40,354 shares 40,354 $6.59M 0.01% +9,068 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 55,745 shares; 2025Q1: 55,872 shares; 2025Q2: 42,680 shares; 2025Q3: 50,923 shares; 2025Q4: 51,967 shares; 2026Q1: 48,668 shares 48,668 $6.59M 0.01% -3,299 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,331 shares; 2024Q4: 106,398 shares; 2025Q1: 122,303 shares; 2025Q2: 133,100 shares; 2025Q3: 163,602 shares; 2025Q4: 171,759 shares; 2026Q1: 175,125 shares 175,125 $6.58M 0.01% +3,366 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,310 shares; 2024Q4: 14,449 shares; 2025Q1: 15,024 shares; 2025Q2: 14,391 shares; 2025Q3: 235,327 shares; 2025Q4: 245,593 shares; 2026Q1: 272,295 shares 272,295 $6.57M 0.01% +26,702 Timeline FEZ 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: 43,259 shares; 2024Q4: 45,047 shares; 2025Q1: 99,250 shares; 2025Q2: 600,664 shares; 2025Q3: 156,169 shares; 2025Q4: 148,588 shares; 2026Q1: 105,426 shares 105,426 $6.54M 0.01% -43,162 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,423 shares; 2025Q1: 154,947 shares; 2025Q2: 146,659 shares; 2025Q3: 208,077 shares; 2025Q4: 231,242 shares; 2026Q1: 282,865 shares 282,865 $6.52M 0.01% +51,623 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 5,921 shares; 2025Q1: 14,445 shares; 2025Q2: 15,904 shares; 2025Q3: 18,098 shares; 2025Q4: 18,290 shares; 2026Q1: 20,273 shares 20,273 $6.52M 0.01% +1,983 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,275 shares; 2024Q4: 144,331 shares; 2025Q1: 149,311 shares; 2025Q2: 150,407 shares; 2025Q3: 179,565 shares; 2025Q4: 168,570 shares; 2026Q1: 165,248 shares 165,248 $6.49M 0.01% -3,322 Timeline YDEC 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: 158,508 shares; 2024Q4: 163,712 shares; 2025Q1: 195,212 shares; 2025Q2: 186,119 shares; 2025Q3: 232,360 shares; 2025Q4: 222,338 shares; 2026Q1: 246,622 shares 246,622 $6.49M 0.01% +24,284 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,498 shares; 2024Q4: 723,840 shares; 2025Q1: 721,364 shares; 2025Q2: 705,406 shares; 2025Q3: 714,066 shares; 2025Q4: 722,540 shares; 2026Q1: 764,615 shares 764,615 $6.48M 0.01% +42,075 Timeline ARKF 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: 122,996 shares; 2024Q4: 115,766 shares; 2025Q1: 127,479 shares; 2025Q2: 96,554 shares; 2025Q3: 115,209 shares; 2025Q4: 196,379 shares; 2026Q1: 169,750 shares 169,750 $6.45M 0.01% -26,629 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,188 shares; 2024Q4: 90,152 shares; 2025Q1: 90,036 shares; 2025Q2: 92,739 shares; 2025Q3: 104,026 shares; 2025Q4: 114,471 shares; 2026Q1: 97,079 shares 97,079 $6.42M 0.01% -17,392 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,358 shares; 2024Q4: 196,840 shares; 2025Q1: 208,579 shares; 2025Q2: 209,045 shares; 2025Q3: 227,459 shares; 2025Q4: 258,328 shares; 2026Q1: 282,903 shares 282,903 $6.42M 0.01% +24,575 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,542 shares; 2026Q1: 707,486 shares 707,486 $6.4M 0.01% +521,944 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 27,575 shares; 2025Q1: 32,000 shares; 2025Q2: 32,743 shares; 2025Q3: 36,316 shares; 2025Q4: 29,124 shares; 2026Q1: 27,535 shares 27,535 $6.39M 0.01% -1,589 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,160 shares; 2025Q4: 209,164 shares; 2026Q1: 204,646 shares 204,646 $6.38M 0.01% -4,518 Timeline FTMS 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: 591,322 shares; 2026Q1: 643,952 shares 643,952 $6.38M 0.01% +52,630 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,373 shares; 2024Q4: 126,706 shares; 2025Q1: 110,575 shares; 2025Q2: 131,837 shares; 2025Q3: 142,862 shares; 2025Q4: 141,788 shares; 2026Q1: 192,559 shares 192,559 $6.38M 0.01% +50,771 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,131 shares; 2024Q4: 64,776 shares; 2025Q1: 61,685 shares; 2025Q2: 60,592 shares; 2025Q3: 74,041 shares; 2025Q4: 99,021 shares; 2026Q1: 113,008 shares 113,008 $6.37M 0.01% +13,987 Timeline VSGX 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: 66,106 shares; 2024Q4: 65,881 shares; 2025Q1: 67,204 shares; 2025Q2: 73,695 shares; 2025Q3: 80,025 shares; 2025Q4: 100,877 shares; 2026Q1: 88,739 shares 88,739 $6.37M 0.01% -12,138 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 13,753 shares; 2025Q1: 16,368 shares; 2025Q2: 15,069 shares; 2025Q3: 28,784 shares; 2025Q4: 32,290 shares; 2026Q1: 95,609 shares 95,609 $6.34M 0.01% +63,319 Timeline GAPR 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: 140,209 shares; 2024Q4: 209,617 shares; 2025Q1: 130,037 shares; 2025Q2: 278,137 shares; 2025Q3: 281,364 shares; 2025Q4: 255,293 shares; 2026Q1: 156,526 shares 156,526 $6.33M 0.01% -98,767 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,116 shares; 2024Q4: 282,898 shares; 2025Q1: 283,075 shares; 2025Q2: 284,319 shares; 2025Q3: 295,821 shares; 2025Q4: 298,086 shares; 2026Q1: 298,549 shares 298,549 $6.32M 0.01% +463 Timeline JEMA 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: 20,820 shares; 2024Q4: 28,080 shares; 2025Q1: 39,688 shares; 2025Q2: 43,827 shares; 2025Q3: 75,372 shares; 2025Q4: 106,846 shares; 2026Q1: 121,155 shares 121,155 $6.3M 0.01% +14,309 Timeline JPLD 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: 18,728 shares; 2024Q4: 24,729 shares; 2025Q1: 33,822 shares; 2025Q2: 44,386 shares; 2025Q3: 108,649 shares; 2025Q4: 140,121 shares; 2026Q1: 120,550 shares 120,550 $6.29M 0.01% -19,571 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,581 shares; 2024Q4: 204,565 shares; 2025Q1: 242,554 shares; 2025Q2: 253,494 shares; 2025Q3: 262,525 shares; 2025Q4: 278,812 shares; 2026Q1: 318,637 shares 318,637 $6.28M 0.01% +39,825 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 4,767 shares; 2025Q1: 5,009 shares; 2025Q2: 6,662 shares; 2025Q3: 8,180 shares; 2025Q4: 9,488 shares; 2026Q1: 14,332 shares 14,332 $6.22M 0.01% +4,844 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,835 shares; 2025Q4: 216,258 shares; 2026Q1: 194,564 shares 194,564 $6.19M 0.01% -21,694 Timeline DDEC 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: 122,966 shares; 2024Q4: 64,197 shares; 2025Q1: 92,945 shares; 2025Q2: 102,992 shares; 2025Q3: 104,964 shares; 2025Q4: 131,437 shares; 2026Q1: 139,788 shares 139,788 $6.19M 0.01% +8,351 Timeline MLN 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: 50,508 shares; 2024Q4: 46,771 shares; 2025Q1: 53,810 shares; 2025Q2: 194,521 shares; 2025Q3: 281,780 shares; 2025Q4: 327,027 shares; 2026Q1: 354,706 shares 354,706 $6.19M 0.01% +27,679 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,650 shares; 2025Q2: 143,741 shares; 2025Q3: 160,725 shares; 2025Q4: 190,100 shares; 2026Q1: 209,782 shares 209,782 $6.18M 0.01% +19,682 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 7,225 shares; 2025Q1: 6,232 shares; 2025Q2: 6,057 shares; 2025Q3: 44,399 shares; 2025Q4: 42,515 shares; 2026Q1: 46,038 shares 46,038 $6.18M 0.01% +3,523 Timeline JMTG 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: 11,172 shares; 2025Q3: 90,606 shares; 2025Q4: 116,747 shares; 2026Q1: 121,019 shares 121,019 $6.17M 0.01% +4,272 Timeline XBOC 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: 428,199 shares; 2024Q4: 277,927 shares; 2025Q1: 230,303 shares; 2025Q2: 219,576 shares; 2025Q3: 197,294 shares; 2025Q4: 188,033 shares; 2026Q1: 187,611 shares 187,611 $6.17M 0.01% -422 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 126,615 shares; 2025Q1: 134,832 shares; 2025Q2: 149,502 shares; 2025Q3: 169,878 shares; 2025Q4: 141,671 shares; 2026Q1: 157,303 shares 157,303 $6.16M 0.01% +15,632 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,547 shares; 2024Q4: 86,181 shares; 2025Q1: 144,349 shares; 2025Q2: 157,638 shares; 2025Q3: 188,471 shares; 2025Q4: 189,636 shares; 2026Q1: 189,028 shares 189,028 $6.15M 0.01% -608 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,398 shares; 2024Q4: 38,950 shares; 2025Q1: 38,677 shares; 2025Q2: 37,298 shares; 2025Q3: 63,774 shares; 2025Q4: 69,501 shares; 2026Q1: 74,492 shares 74,492 $6.14M 0.01% +4,991 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,411 shares; 2024Q4: 10,033 shares; 2025Q1: 10,197 shares; 2025Q2: 11,153 shares; 2025Q3: 70,203 shares; 2025Q4: 198,063 shares; 2026Q1: 272,348 shares 272,348 $6.14M 0.01% +74,285 Timeline BSCU 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: 25,523 shares; 2024Q4: 31,549 shares; 2025Q1: 54,965 shares; 2025Q2: 79,831 shares; 2025Q3: 172,650 shares; 2025Q4: 257,479 shares; 2026Q1: 366,431 shares 366,431 $6.13M 0.01% +108,952 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 44,996 shares; 2025Q1: 50,750 shares; 2025Q2: 42,560 shares; 2025Q3: 64,498 shares; 2025Q4: 59,902 shares; 2026Q1: 59,543 shares 59,543 $6.12M 0.01% -359 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,300 shares; 2024Q4: 79,544 shares; 2025Q1: 80,168 shares; 2025Q2: 79,654 shares; 2025Q3: 86,526 shares; 2025Q4: 85,481 shares; 2026Q1: 85,908 shares 85,908 $6.11M 0.01% +427 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 3,117 shares; 2025Q1: 2,632 shares; 2025Q2: 3,402 shares; 2025Q3: 5,553 shares; 2025Q4: 28,883 shares; 2026Q1: 48,365 shares 48,365 $6.09M 0.01% +19,482 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 23,439 shares; 2025Q1: 25,599 shares; 2025Q2: 24,367 shares; 2025Q3: 26,483 shares; 2025Q4: 27,051 shares; 2026Q1: 26,512 shares 26,512 $6.09M 0.01% -539 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 15,790 shares; 2025Q1: 19,663 shares; 2025Q2: 27,598 shares; 2025Q3: 38,658 shares; 2025Q4: 38,734 shares; 2026Q1: 43,822 shares 43,822 $6.09M 0.01% +5,088 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,406 shares; 2024Q4: 310,880 shares; 2025Q1: 306,685 shares; 2025Q2: 322,983 shares; 2025Q3: 388,679 shares; 2025Q4: 523,166 shares; 2026Q1: 541,993 shares 541,993 $6.09M 0.01% +18,827 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 19,552 shares; 2025Q1: 20,885 shares; 2025Q2: 20,692 shares; 2025Q3: 26,920 shares; 2025Q4: 40,195 shares; 2026Q1: 38,499 shares 38,499 $6.08M 0.01% -1,696 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,775 shares; 2024Q4: 88,405 shares; 2025Q1: 77,972 shares; 2025Q2: 83,919 shares; 2025Q3: 103,762 shares; 2025Q4: 91,668 shares; 2026Q1: 101,000 shares 101,000 $6.08M 0.01% +9,332 Timeline VGLT 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: 68,564 shares; 2024Q4: 67,081 shares; 2025Q1: 69,090 shares; 2025Q2: 64,011 shares; 2025Q3: 133,696 shares; 2025Q4: 142,040 shares; 2026Q1: 109,798 shares 109,798 $6.08M 0.01% -32,242 Timeline ARKW 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: 45,428 shares; 2024Q4: 57,194 shares; 2025Q1: 49,328 shares; 2025Q2: 51,016 shares; 2025Q3: 65,337 shares; 2025Q4: 57,965 shares; 2026Q1: 50,376 shares 50,376 $6.08M 0.01% -7,589 Timeline JTEK 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: 50,996 shares; 2025Q2: 57,695 shares; 2025Q3: 97,269 shares; 2025Q4: 125,187 shares; 2026Q1: 76,387 shares 76,387 $6.08M 0.01% -48,800 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,254 shares; 2024Q4: 173,170 shares; 2025Q1: 185,648 shares; 2025Q2: 200,422 shares; 2025Q3: 232,885 shares; 2025Q4: 253,817 shares; 2026Q1: 268,853 shares 268,853 $6.06M 0.01% +15,036 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,532 shares; 2024Q4: 105,551 shares; 2025Q1: 117,157 shares; 2025Q2: 120,008 shares; 2025Q3: 127,100 shares; 2025Q4: 138,191 shares; 2026Q1: 108,603 shares 108,603 $6.06M 0.01% -29,588 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,235 shares; 2024Q4: 452,375 shares; 2025Q1: 462,470 shares; 2025Q2: 470,523 shares; 2025Q3: 621,071 shares; 2025Q4: 733,307 shares; 2026Q1: 803,340 shares 803,340 $6.06M 0.01% +70,033 Timeline DAUG 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: 150,550 shares; 2024Q4: 129,673 shares; 2025Q1: 118,870 shares; 2025Q2: 118,503 shares; 2025Q3: 132,255 shares; 2025Q4: 137,331 shares; 2026Q1: 138,693 shares 138,693 $6.04M 0.01% +1,362 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,340 shares; 2024Q4: 194,295 shares; 2025Q1: 198,451 shares; 2025Q2: 191,620 shares; 2025Q3: 287,817 shares; 2025Q4: 391,966 shares; 2026Q1: 419,888 shares 419,888 $6.03M 0.01% +27,922 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 28,285 shares; 2025Q1: 31,322 shares; 2025Q2: 30,839 shares; 2025Q3: 41,771 shares; 2025Q4: 37,785 shares; 2026Q1: 37,127 shares 37,127 $6.03M 0.01% -658 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 20,571 shares; 2025Q1: 23,450 shares; 2025Q2: 24,391 shares; 2025Q3: 30,814 shares; 2025Q4: 30,135 shares; 2026Q1: 24,058 shares 24,058 $6.03M 0.01% -6,077 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: 56,434 shares; 2025Q1: 55,614 shares; 2025Q2: 47,344 shares; 2025Q3: 85,021 shares; 2025Q4: 154,282 shares; 2026Q1: 156,085 shares 156,085 $6.03M 0.01% +1,803 Timeline FNK 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: 18,301 shares; 2024Q4: 23,569 shares; 2025Q1: 25,611 shares; 2025Q2: 62,711 shares; 2025Q3: 77,432 shares; 2025Q4: 90,021 shares; 2026Q1: 105,572 shares 105,572 $6.03M 0.01% +15,551 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,521 shares; 2024Q4: 47,222 shares; 2025Q1: 48,777 shares; 2025Q2: 53,977 shares; 2025Q3: 112,922 shares; 2025Q4: 106,262 shares; 2026Q1: 218,025 shares 218,025 $6.01M 0.01% +111,763 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 25,372 shares; 2025Q1: 26,969 shares; 2025Q2: 28,289 shares; 2025Q3: 27,524 shares; 2025Q4: 25,996 shares; 2026Q1: 30,758 shares 30,758 $6.01M 0.01% +4,762 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 17,145 shares; 2025Q1: 19,076 shares; 2025Q2: 17,951 shares; 2025Q3: 18,361 shares; 2025Q4: 21,029 shares; 2026Q1: 23,947 shares 23,947 $6.01M 0.01% +2,918 Timeline KOCT 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: 75,402 shares; 2024Q4: 359,160 shares; 2025Q1: 95,825 shares; 2025Q2: 88,471 shares; 2025Q3: 116,872 shares; 2025Q4: 180,301 shares; 2026Q1: 176,899 shares 176,899 $6M 0.01% -3,402 Timeline WTPI 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: 60,408 shares; 2024Q4: 56,642 shares; 2025Q1: 141,095 shares; 2025Q2: 181,006 shares; 2025Q3: 173,431 shares; 2025Q4: 166,888 shares; 2026Q1: 187,979 shares 187,979 $6M 0.01% +21,091 Timeline BUFB 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: 92,470 shares; 2024Q4: 103,381 shares; 2025Q1: 130,553 shares; 2025Q2: 134,762 shares; 2025Q3: 133,458 shares; 2025Q4: 142,172 shares; 2026Q1: 166,140 shares 166,140 $5.97M 0.01% +23,968 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,873 shares; 2025Q2: 140,950 shares; 2025Q3: 141,647 shares; 2025Q4: 163,624 shares; 2026Q1: 217,557 shares 217,557 $5.97M 0.01% +53,933 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,323 shares; 2024Q4: 390,560 shares; 2025Q1: 418,477 shares; 2025Q2: 448,622 shares; 2025Q3: 448,954 shares; 2025Q4: 357,191 shares; 2026Q1: 277,667 shares 277,667 $5.96M 0.01% -79,524 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,549 shares; 2024Q4: 36,769 shares; 2025Q1: 36,944 shares; 2025Q2: 75,311 shares; 2025Q3: 80,623 shares; 2025Q4: 86,930 shares; 2026Q1: 85,514 shares 85,514 $5.96M 0.01% -1,416 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 14,316 shares; 2025Q1: 19,424 shares; 2025Q2: 18,051 shares; 2025Q3: 14,349 shares; 2025Q4: 19,388 shares; 2026Q1: 24,313 shares 24,313 $5.95M 0.01% +4,925 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,155 shares; 2024Q4: 47,246 shares; 2025Q1: 52,410 shares; 2025Q2: 47,660 shares; 2025Q3: 165,441 shares; 2025Q4: 169,189 shares; 2026Q1: 139,306 shares 139,306 $5.93M 0.01% -29,883 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,278 shares; 2024Q4: 119,155 shares; 2025Q1: 120,378 shares; 2025Q2: 113,918 shares; 2025Q3: 105,572 shares; 2025Q4: 175,768 shares; 2026Q1: 200,974 shares 200,974 $5.93M 0.01% +25,206 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 4,252 shares; 2025Q1: 3,954 shares; 2025Q2: 3,827 shares; 2025Q3: 4,698 shares; 2025Q4: 4,683 shares; 2026Q1: 12,751 shares 12,751 $5.92M 0.01% +8,068 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,333 shares; 2024Q4: 155,454 shares; 2025Q1: 178,470 shares; 2025Q2: 175,126 shares; 2025Q3: 220,070 shares; 2025Q4: 241,314 shares; 2026Q1: 248,196 shares 248,196 $5.91M 0.01% +6,882 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,315 shares; 2024Q4: 225,359 shares; 2025Q1: 207,387 shares; 2025Q2: 198,484 shares; 2025Q3: 304,880 shares; 2025Q4: 303,780 shares; 2026Q1: 294,397 shares 294,397 $5.9M 0.01% -9,383 Timeline ROUS 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: 28,004 shares; 2024Q4: 49,549 shares; 2025Q1: 18,896 shares; 2025Q2: 17,303 shares; 2025Q3: 99,729 shares; 2025Q4: 98,890 shares; 2026Q1: 99,961 shares 99,961 $5.9M 0.01% +1,071 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,781 shares; 2024Q4: 40,975 shares; 2025Q1: 32,515 shares; 2025Q2: 30,654 shares; 2025Q3: 44,767 shares; 2025Q4: 46,399 shares; 2026Q1: 39,008 shares 39,008 $5.9M 0.01% -7,391 Timeline HTAB 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: 225,448 shares; 2024Q4: 232,019 shares; 2025Q1: 273,770 shares; 2025Q2: 327,860 shares; 2025Q3: 304,503 shares; 2025Q4: 299,674 shares; 2026Q1: 310,006 shares 310,006 $5.89M 0.01% +10,332 Timeline DWM 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: 45,320 shares; 2024Q4: 47,716 shares; 2025Q1: 48,842 shares; 2025Q2: 63,652 shares; 2025Q3: 80,921 shares; 2025Q4: 79,524 shares; 2026Q1: 84,255 shares 84,255 $5.89M 0.01% +4,731 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,867 shares; 2024Q4: 125,922 shares; 2025Q1: 142,759 shares; 2025Q2: 136,627 shares; 2025Q3: 133,991 shares; 2025Q4: 117,717 shares; 2026Q1: 104,681 shares 104,681 $5.88M 0.01% -13,036 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 32,661 shares; 2025Q1: 41,646 shares; 2025Q2: 45,954 shares; 2025Q3: 185,386 shares; 2025Q4: 204,742 shares; 2026Q1: 186,605 shares 186,605 $5.87M 0.01% -18,137 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,452 shares; 2024Q4: 14,653 shares; 2025Q1: 18,400 shares; 2025Q2: 19,083 shares; 2025Q3: 18,998 shares; 2025Q4: 18,759 shares; 2026Q1: 19,511 shares 19,511 $5.87M 0.01% +752 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,247 shares; 2024Q4: 133,252 shares; 2025Q1: 130,317 shares; 2025Q2: 126,153 shares; 2025Q3: 159,410 shares; 2025Q4: 151,620 shares; 2026Q1: 156,695 shares 156,695 $5.87M 0.01% +5,075 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,551 shares; 2025Q1: 5,376 shares; 2025Q2: 5,221 shares; 2025Q3: 14,820 shares; 2025Q4: 15,766 shares; 2026Q1: 27,283 shares 27,283 $5.87M 0.01% +11,517 Timeline APIE 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: 110,415 shares; 2025Q2: 124,543 shares; 2025Q3: 119,190 shares; 2025Q4: 149,730 shares; 2026Q1: 166,098 shares 166,098 $5.85M 0.01% +16,368 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,971 shares; 2024Q4: 92,895 shares; 2025Q1: 92,825 shares; 2025Q2: 95,749 shares; 2025Q3: 114,143 shares; 2025Q4: 114,738 shares; 2026Q1: 127,624 shares 127,624 $5.85M 0.01% +12,886 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,555 shares; 2024Q4: 41,045 shares; 2025Q1: 50,694 shares; 2025Q2: 23,912 shares; 2025Q3: 33,668 shares; 2025Q4: 35,268 shares; 2026Q1: 36,383 shares 36,383 $5.84M 0.01% +1,115 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,746 shares; 2024Q4: 70,525 shares; 2025Q1: 74,945 shares; 2025Q2: 69,941 shares; 2025Q3: 191,873 shares; 2025Q4: 260,528 shares; 2026Q1: 263,300 shares 263,300 $5.83M 0.01% +2,772 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,147 shares; 2024Q4: 240,297 shares; 2025Q1: 77,311 shares; 2025Q2: 14,739 shares; 2025Q3: 15,406 shares; 2025Q4: 14,142 shares; 2026Q1: 100,986 shares 100,986 $5.82M 0.01% +86,844 Timeline MISL 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: 47,119 shares; 2024Q4: 49,399 shares; 2025Q1: 50,689 shares; 2025Q2: 42,790 shares; 2025Q3: 64,336 shares; 2025Q4: 76,518 shares; 2026Q1: 130,175 shares 130,175 $5.82M 0.01% +53,657 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,221 shares; 2024Q4: 132,692 shares; 2025Q1: 120,579 shares; 2025Q2: 118,071 shares; 2025Q3: 233,278 shares; 2025Q4: 220,253 shares; 2026Q1: 223,119 shares 223,119 $5.81M 0.01% +2,866 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,473 shares; 2024Q4: 195,435 shares; 2025Q1: 221,452 shares; 2025Q2: 233,984 shares; 2025Q3: 415,972 shares; 2025Q4: 464,445 shares; 2026Q1: 875,719 shares 875,719 $5.81M 0.01% +411,274 Timeline IPKW 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: 61,002 shares; 2024Q4: not reported; 2025Q1: 116,055 shares; 2025Q2: not reported; 2025Q3: 56,372 shares; 2025Q4: 89,120 shares; 2026Q1: 103,006 shares 103,006 $5.8M 0.01% +13,886 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,169 shares; 2024Q4: 46,361 shares; 2025Q1: 54,496 shares; 2025Q2: 64,210 shares; 2025Q3: 72,523 shares; 2025Q4: 135,347 shares; 2026Q1: 137,888 shares 137,888 $5.79M 0.01% +2,541 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,675 shares; 2024Q4: 221,977 shares; 2025Q1: 217,375 shares; 2025Q2: 258,043 shares; 2025Q3: 282,182 shares; 2025Q4: 265,222 shares; 2026Q1: 230,338 shares 230,338 $5.78M 0.01% -34,884 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,359 shares; 2024Q4: 73,268 shares; 2025Q1: 82,146 shares; 2025Q2: 84,773 shares; 2025Q3: 92,758 shares; 2025Q4: 93,083 shares; 2026Q1: 97,677 shares 97,677 $5.77M 0.01% +4,594 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 12,828 shares; 2025Q1: 14,216 shares; 2025Q2: 14,780 shares; 2025Q3: 13,143 shares; 2025Q4: 12,972 shares; 2026Q1: 15,963 shares 15,963 $5.73M 0.01% +2,991 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,512 shares; 2025Q1: 10,923 shares; 2025Q2: 15,317 shares; 2025Q3: 177,334 shares; 2025Q4: 185,359 shares; 2026Q1: 195,862 shares 195,862 $5.72M 0.01% +10,503 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,658 shares; 2024Q4: 20,621 shares; 2025Q1: 20,635 shares; 2025Q2: 20,600 shares; 2025Q3: 85,307 shares; 2025Q4: 85,189 shares; 2026Q1: 82,511 shares 82,511 $5.72M 0.01% -2,678 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,705 shares; 2024Q4: 57,876 shares; 2025Q1: 55,847 shares; 2025Q2: 53,385 shares; 2025Q3: 60,584 shares; 2025Q4: 70,841 shares; 2026Q1: 66,296 shares 66,296 $5.69M 0.01% -4,545 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,974 shares; 2024Q4: 54,316 shares; 2025Q1: 49,388 shares; 2025Q2: 48,821 shares; 2025Q3: 69,205 shares; 2025Q4: 71,278 shares; 2026Q1: 72,359 shares 72,359 $5.68M 0.01% +1,081 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,287 shares; 2024Q4: 59,354 shares; 2025Q1: 62,074 shares; 2025Q2: 63,551 shares; 2025Q3: 74,910 shares; 2025Q4: 79,161 shares; 2026Q1: 70,799 shares 70,799 $5.67M 0.01% -8,362 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 43,085 shares; 2025Q1: 43,707 shares; 2025Q2: 42,405 shares; 2025Q3: 52,447 shares; 2025Q4: 52,331 shares; 2026Q1: 59,733 shares 59,733 $5.65M 0.01% +7,402 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,258 shares; 2026Q1: 113,459 shares 113,459 $5.63M 0.01% +18,201 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,534 shares; 2024Q4: 221,322 shares; 2025Q1: 255,579 shares; 2025Q2: 282,078 shares; 2025Q3: 271,486 shares; 2025Q4: 278,186 shares; 2026Q1: 284,919 shares 284,919 $5.63M 0.01% +6,733 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,643 shares; 2024Q4: 30,364 shares; 2025Q1: 42,058 shares; 2025Q2: 43,576 shares; 2025Q3: 84,309 shares; 2025Q4: 85,148 shares; 2026Q1: 91,688 shares 91,688 $5.63M 0.01% +6,540 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,478 shares; 2025Q3: 61,241 shares; 2025Q4: 123,101 shares; 2026Q1: 207,000 shares 207,000 $5.62M 0.01% +83,899 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,288 shares; 2024Q4: 30,212 shares; 2025Q1: 36,160 shares; 2025Q2: 36,596 shares; 2025Q3: 34,214 shares; 2025Q4: 33,613 shares; 2026Q1: 33,612 shares 33,612 $5.62M 0.01% -1 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,702 shares; 2025Q4: 362,074 shares; 2026Q1: 284,027 shares 284,027 $5.62M 0.01% -78,047 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 10,154 shares; 2025Q1: 20,679 shares; 2025Q2: 31,462 shares; 2025Q3: 41,171 shares; 2025Q4: 38,443 shares; 2026Q1: 34,356 shares 34,356 $5.62M 0.01% -4,087 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,649 shares; 2025Q1: 1,662 shares; 2025Q2: 1,721 shares; 2025Q3: 2,584 shares; 2025Q4: 2,751 shares; 2026Q1: 2,927 shares 2,927 $5.6M 0.01% +176 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,380 shares; 2024Q4: 384,982 shares; 2025Q1: 342,412 shares; 2025Q2: 365,876 shares; 2025Q3: 344,961 shares; 2025Q4: 329,437 shares; 2026Q1: 258,485 shares 258,485 $5.59M 0.01% -70,952 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,167 shares; 2024Q4: 97,143 shares; 2025Q1: 122,891 shares; 2025Q2: 123,498 shares; 2025Q3: 142,314 shares; 2025Q4: 137,980 shares; 2026Q1: 136,652 shares 136,652 $5.58M 0.01% -1,328 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,953 shares; 2024Q4: 87,826 shares; 2025Q1: 94,107 shares; 2025Q2: 90,567 shares; 2025Q3: 99,484 shares; 2025Q4: 116,914 shares; 2026Q1: 126,827 shares 126,827 $5.58M 0.01% +9,913 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,191 shares; 2024Q4: 153,037 shares; 2025Q1: 159,567 shares; 2025Q2: 163,056 shares; 2025Q3: 179,588 shares; 2025Q4: 200,994 shares; 2026Q1: 224,195 shares 224,195 $5.55M 0.01% +23,201 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 8,658 shares; 2025Q1: 8,401 shares; 2025Q2: 9,007 shares; 2025Q3: 10,850 shares; 2025Q4: 11,564 shares; 2026Q1: 11,310 shares 11,310 $5.55M 0.01% -254 Timeline XTL 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: 37,625 shares; 2024Q4: 35,713 shares; 2025Q1: 35,886 shares; 2025Q2: 36,984 shares; 2025Q3: 37,579 shares; 2025Q4: 37,694 shares; 2026Q1: 29,488 shares 29,488 $5.55M 0.01% -8,206 Timeline RSPN 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: 29,109 shares; 2024Q4: 29,403 shares; 2025Q1: 41,175 shares; 2025Q2: 52,266 shares; 2025Q3: 74,664 shares; 2025Q4: 89,963 shares; 2026Q1: 96,296 shares 96,296 $5.54M 0.01% +6,333 Timeline ITB 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: 104,156 shares; 2024Q4: 114,604 shares; 2025Q1: 93,552 shares; 2025Q2: 73,830 shares; 2025Q3: 92,321 shares; 2025Q4: 76,770 shares; 2026Q1: 61,167 shares 61,167 $5.54M 0.01% -15,603 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,177 shares; 2024Q4: 103,125 shares; 2025Q1: 125,496 shares; 2025Q2: 124,980 shares; 2025Q3: 141,822 shares; 2025Q4: 144,711 shares; 2026Q1: 138,802 shares 138,802 $5.54M 0.01% -5,909 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 11,003 shares; 2025Q1: 12,152 shares; 2025Q2: 12,636 shares; 2025Q3: 16,963 shares; 2025Q4: 16,612 shares; 2026Q1: 16,171 shares 16,171 $5.54M 0.01% -441 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,950 shares; 2025Q4: 125,935 shares; 2026Q1: 145,868 shares 145,868 $5.53M 0.01% +19,933 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,917 shares; 2024Q4: 48,865 shares; 2025Q1: 46,697 shares; 2025Q2: 38,837 shares; 2025Q3: 51,906 shares; 2025Q4: 53,202 shares; 2026Q1: 61,369 shares 61,369 $5.53M 0.01% +8,167 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,421 shares; 2026Q1: 123,936 shares 123,936 $5.53M 0.01% +4,515 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 30,457 shares; 2025Q1: 111,991 shares; 2025Q2: 187,410 shares; 2025Q3: 214,700 shares; 2025Q4: 208,523 shares; 2026Q1: 179,067 shares 179,067 $5.52M 0.01% -29,456 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,246 shares; 2024Q4: 129,295 shares; 2025Q1: 143,244 shares; 2025Q2: 139,303 shares; 2025Q3: 162,697 shares; 2025Q4: 151,023 shares; 2026Q1: 136,277 shares 136,277 $5.5M 0.01% -14,746 Timeline RIFR 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: 86,415 shares; 2025Q3: 159,283 shares; 2025Q4: 171,496 shares; 2026Q1: 196,100 shares 196,100 $5.5M 0.01% +24,604 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,353 shares; 2024Q4: 69,830 shares; 2025Q1: 113,982 shares; 2025Q2: 131,901 shares; 2025Q3: 137,539 shares; 2025Q4: 63,713 shares; 2026Q1: 61,971 shares 61,971 $5.48M 0.01% -1,742 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,663 shares; 2025Q3: 173,421 shares; 2025Q4: 155,473 shares; 2026Q1: 173,625 shares 173,625 $5.48M 0.01% +18,152 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,157 shares; 2024Q4: 122,456 shares; 2025Q1: 94,013 shares; 2025Q2: 66,647 shares; 2025Q3: 67,572 shares; 2025Q4: 57,595 shares; 2026Q1: 58,179 shares 58,179 $5.47M 0.01% +584 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,800 shares; 2024Q4: 52,509 shares; 2025Q1: 70,594 shares; 2025Q2: 65,138 shares; 2025Q3: 68,558 shares; 2025Q4: 71,172 shares; 2026Q1: 71,434 shares 71,434 $5.45M 0.01% +262 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,011 shares; 2024Q4: 60,549 shares; 2025Q1: 80,090 shares; 2025Q2: 65,647 shares; 2025Q3: 123,152 shares; 2025Q4: 131,397 shares; 2026Q1: 139,466 shares 139,466 $5.45M 0.01% +8,069 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,854 shares; 2024Q4: 46,797 shares; 2025Q1: 42,700 shares; 2025Q2: 42,621 shares; 2025Q3: 64,507 shares; 2025Q4: 66,353 shares; 2026Q1: 70,682 shares 70,682 $5.45M 0.01% +4,329 Timeline SDIV 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: 50,046 shares; 2024Q4: 73,804 shares; 2025Q1: 87,346 shares; 2025Q2: 103,842 shares; 2025Q3: 166,081 shares; 2025Q4: 245,479 shares; 2026Q1: 215,335 shares 215,335 $5.44M 0.01% -30,144 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 13,977 shares; 2025Q1: 13,284 shares; 2025Q2: 14,622 shares; 2025Q3: 22,331 shares; 2025Q4: 18,741 shares; 2026Q1: 19,972 shares 19,972 $5.44M 0.01% +1,231 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 5,035 shares; 2025Q1: 4,851 shares; 2025Q2: 4,507 shares; 2025Q3: 10,024 shares; 2025Q4: 10,026 shares; 2026Q1: 35,385 shares 35,385 $5.44M 0.01% +25,359 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,698 shares; 2024Q4: 38,518 shares; 2025Q1: 49,492 shares; 2025Q2: 53,958 shares; 2025Q3: 58,659 shares; 2025Q4: 60,772 shares; 2026Q1: 68,010 shares 68,010 $5.43M 0.01% +7,238 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,679 shares; 2024Q4: 43,247 shares; 2025Q1: 31,170 shares; 2025Q2: 31,357 shares; 2025Q3: 366,360 shares; 2025Q4: 494,194 shares; 2026Q1: 588,528 shares 588,528 $5.42M 0.01% +94,334 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 14,308 shares; 2025Q1: 17,565 shares; 2025Q2: 19,655 shares; 2025Q3: 45,091 shares; 2025Q4: 51,475 shares; 2026Q1: 58,028 shares 58,028 $5.37M 0.01% +6,553 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,919 shares; 2024Q4: 45,455 shares; 2025Q1: 48,289 shares; 2025Q2: 54,712 shares; 2025Q3: 73,000 shares; 2025Q4: 72,917 shares; 2026Q1: 119,983 shares 119,983 $5.37M 0.01% +47,066 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,488 shares; 2024Q4: 34,713 shares; 2025Q1: 27,723 shares; 2025Q2: 46,488 shares; 2025Q3: 55,957 shares; 2025Q4: 57,797 shares; 2026Q1: 75,389 shares 75,389 $5.36M 0.01% +17,592 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 22,927 shares; 2025Q1: 25,437 shares; 2025Q2: 24,274 shares; 2025Q3: 29,115 shares; 2025Q4: 28,344 shares; 2026Q1: 27,146 shares 27,146 $5.35M 0.01% -1,198 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,235 shares; 2024Q4: 26,809 shares; 2025Q1: 24,940 shares; 2025Q2: 27,990 shares; 2025Q3: 35,093 shares; 2025Q4: 38,314 shares; 2026Q1: 44,716 shares 44,716 $5.34M 0.01% +6,402 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,512 shares; 2024Q4: 93,602 shares; 2025Q1: 88,449 shares; 2025Q2: 84,202 shares; 2025Q3: 88,536 shares; 2025Q4: 91,895 shares; 2026Q1: 71,800 shares 71,800 $5.34M 0.01% -20,095 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,332 shares; 2024Q4: 82,298 shares; 2025Q1: 63,983 shares; 2025Q2: 65,792 shares; 2025Q3: 85,296 shares; 2025Q4: 102,891 shares; 2026Q1: 111,285 shares 111,285 $5.33M 0.01% +8,394 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,759 shares; 2025Q2: 98,737 shares; 2025Q3: 113,934 shares; 2025Q4: 131,171 shares; 2026Q1: 153,107 shares 153,107 $5.33M 0.01% +21,936 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 8,424 shares; 2025Q1: 8,882 shares; 2025Q2: 9,020 shares; 2025Q3: 10,600 shares; 2025Q4: 12,080 shares; 2026Q1: 15,921 shares 15,921 $5.31M 0.01% +3,841 Timeline ESML 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: 64,747 shares; 2024Q4: 71,576 shares; 2025Q1: 80,804 shares; 2025Q2: 86,248 shares; 2025Q3: 98,098 shares; 2025Q4: 114,249 shares; 2026Q1: 112,794 shares 112,794 $5.3M 0.01% -1,455 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,297 shares; 2024Q4: 42,466 shares; 2025Q1: 26,853 shares; 2025Q2: 26,506 shares; 2025Q3: 29,367 shares; 2025Q4: 34,062 shares; 2026Q1: 37,716 shares 37,716 $5.29M 0.01% +3,654 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,494 shares; 2024Q4: 33,544 shares; 2025Q1: 36,267 shares; 2025Q2: 32,770 shares; 2025Q3: 39,787 shares; 2025Q4: 47,694 shares; 2026Q1: 46,278 shares 46,278 $5.27M 0.01% -1,416 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,131 shares; 2024Q4: 200,010 shares; 2025Q1: 190,934 shares; 2025Q2: 193,994 shares; 2025Q3: 212,857 shares; 2025Q4: 215,544 shares; 2026Q1: 235,820 shares 235,820 $5.27M 0.01% +20,276 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,719 shares; 2024Q4: 56,253 shares; 2025Q1: 56,420 shares; 2025Q2: 61,960 shares; 2025Q3: 77,099 shares; 2025Q4: 78,014 shares; 2026Q1: 79,272 shares 79,272 $5.25M 0.01% +1,258 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,296 shares; 2024Q4: 21,528 shares; 2025Q1: 31,071 shares; 2025Q2: 20,588 shares; 2025Q3: 47,753 shares; 2025Q4: 45,278 shares; 2026Q1: 44,665 shares 44,665 $5.24M 0.01% -613 Timeline YLDE 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: 13,978 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 30,910 shares; 2025Q3: 34,163 shares; 2025Q4: 40,724 shares; 2026Q1: 96,735 shares 96,735 $5.22M 0.01% +56,011 Timeline PSFJ 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: 14,183 shares; 2024Q4: 14,183 shares; 2025Q1: 14,183 shares; 2025Q2: 14,183 shares; 2025Q3: 155,533 shares; 2025Q4: 146,220 shares; 2026Q1: 159,896 shares 159,896 $5.22M 0.01% +13,676 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,079 shares; 2025Q1: 5,995 shares; 2025Q2: 7,139 shares; 2025Q3: 6,241 shares; 2025Q4: 6,513 shares; 2026Q1: 4,889 shares 4,889 $5.22M 0.01% -1,624 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,453 shares; 2024Q4: 279,639 shares; 2025Q1: 293,420 shares; 2025Q2: 318,278 shares; 2025Q3: 388,834 shares; 2025Q4: 376,387 shares; 2026Q1: 385,999 shares 385,999 $5.21M 0.01% +9,612 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,758 shares; 2025Q1: 1,852 shares; 2025Q2: 1,990 shares; 2025Q3: 3,030 shares; 2025Q4: 11,681 shares; 2026Q1: 10,980 shares 10,980 $5.21M 0.01% -701 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,387 shares; 2025Q1: 81,285 shares; 2025Q2: 87,310 shares; 2025Q3: 90,916 shares; 2025Q4: 242,914 shares; 2026Q1: 235,848 shares 235,848 $5.19M 0.01% -7,066 Timeline VNQI 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: 92,990 shares; 2024Q4: 92,425 shares; 2025Q1: 113,765 shares; 2025Q2: 119,205 shares; 2025Q3: 125,805 shares; 2025Q4: 122,095 shares; 2026Q1: 115,993 shares 115,993 $5.16M 0.01% -6,102 Timeline XJUL 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: 41,257 shares; 2024Q4: 40,010 shares; 2025Q1: 134,585 shares; 2025Q2: 37,479 shares; 2025Q3: 39,599 shares; 2025Q4: 39,396 shares; 2026Q1: 132,330 shares 132,330 $5.15M 0.01% +92,934 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,715 shares; 2025Q1: 8,024 shares; 2025Q2: 7,927 shares; 2025Q3: 6,967 shares; 2025Q4: 8,310 shares; 2026Q1: 8,648 shares 8,648 $5.13M 0.01% +338 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,804 shares; 2024Q4: 54,794 shares; 2025Q1: 49,907 shares; 2025Q2: 51,950 shares; 2025Q3: 34,760 shares; 2025Q4: 45,222 shares; 2026Q1: 40,746 shares 40,746 $5.13M 0.01% -4,476 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,528 shares; 2024Q4: 120,183 shares; 2025Q1: 46,855 shares; 2025Q2: 55,815 shares; 2025Q3: 95,601 shares; 2025Q4: 107,643 shares; 2026Q1: 103,732 shares 103,732 $5.12M 0.01% -3,911 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,674 shares; 2025Q1: 8,694 shares; 2025Q2: 8,583 shares; 2025Q3: 11,560 shares; 2025Q4: 10,917 shares; 2026Q1: 10,748 shares 10,748 $5.12M 0.01% -169 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,171 shares; 2024Q4: 34,486 shares; 2025Q1: 43,415 shares; 2025Q2: 36,508 shares; 2025Q3: 45,853 shares; 2025Q4: 35,260 shares; 2026Q1: 47,815 shares 47,815 $5.11M 0.01% +12,555 Timeline IVVW 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: 24,875 shares; 2024Q4: 51,743 shares; 2025Q1: 67,031 shares; 2025Q2: 74,618 shares; 2025Q3: 80,331 shares; 2025Q4: 86,349 shares; 2026Q1: 116,679 shares 116,679 $5.09M 0.01% +30,330 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,219 shares; 2024Q4: 176,000 shares; 2025Q1: 172,545 shares; 2025Q2: 172,451 shares; 2025Q3: 176,281 shares; 2025Q4: 171,627 shares; 2026Q1: 153,402 shares 153,402 $5.09M 0.01% -18,225 Timeline ICLN 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: 310,754 shares; 2024Q4: 293,366 shares; 2025Q1: 262,311 shares; 2025Q2: 212,979 shares; 2025Q3: 222,521 shares; 2025Q4: 237,180 shares; 2026Q1: 277,921 shares 277,921 $5.08M 0.01% +40,741 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,234 shares; 2025Q1: 4,220 shares; 2025Q2: 3,910 shares; 2025Q3: 10,381 shares; 2025Q4: 9,465 shares; 2026Q1: 9,354 shares 9,354 $5.08M 0.01% -111 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,440 shares; 2024Q4: 16,131 shares; 2025Q1: 15,568 shares; 2025Q2: 16,509 shares; 2025Q3: 26,678 shares; 2025Q4: 24,112 shares; 2026Q1: 28,013 shares 28,013 $5.04M 0.01% +3,901 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,552 shares; 2024Q4: 36,938 shares; 2025Q1: 43,442 shares; 2025Q2: 40,062 shares; 2025Q3: 47,903 shares; 2025Q4: 46,815 shares; 2026Q1: 51,244 shares 51,244 $5.04M 0.01% +4,429 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,709 shares; 2025Q3: 149,878 shares; 2025Q4: 174,326 shares; 2026Q1: 224,728 shares 224,728 $5.03M 0.01% +50,402 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,751 shares; 2024Q4: 24,000 shares; 2025Q1: 12,901 shares; 2025Q2: 13,974 shares; 2025Q3: 46,278 shares; 2025Q4: 47,273 shares; 2026Q1: 47,313 shares 47,313 $5.03M 0.01% +40 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,570 shares; 2024Q4: 56,438 shares; 2025Q1: 58,082 shares; 2025Q2: 65,890 shares; 2025Q3: 88,683 shares; 2025Q4: 99,498 shares; 2026Q1: 73,821 shares 73,821 $5.02M 0.01% -25,677 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,692 shares; 2025Q1: 4,695 shares; 2025Q2: 4,962 shares; 2025Q3: 4,912 shares; 2025Q4: 4,769 shares; 2026Q1: 4,325 shares 4,325 $5.01M 0.01% -444 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,190 shares; 2024Q4: 195,945 shares; 2025Q1: 187,175 shares; 2025Q2: 60,228 shares; 2025Q3: 108,508 shares; 2025Q4: 124,865 shares; 2026Q1: 130,673 shares 130,673 $5.01M 0.01% +5,808 Timeline FLDR 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: 29,786 shares; 2024Q4: 28,025 shares; 2025Q1: 35,596 shares; 2025Q2: 54,889 shares; 2025Q3: 65,125 shares; 2025Q4: 65,932 shares; 2026Q1: 99,922 shares 99,922 $5M 0.01% +33,990 Timeline