XHB 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: 92,934 shares; 2024Q4: 66,978 shares; 2025Q1: 66,069 shares; 2025Q2: 62,926 shares; 2025Q3: 82,741 shares; 2025Q4: 57,003 shares; 2026Q1: 50,618 shares 50,618 $5M 0.01% -6,385 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,939 shares; 2024Q4: 30,242 shares; 2025Q1: 39,911 shares; 2025Q2: 40,618 shares; 2025Q3: 49,330 shares; 2025Q4: 53,672 shares; 2026Q1: 67,508 shares 67,508 $4.99M 0.01% +13,836 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 51,695 shares; 2025Q1: 62,856 shares; 2025Q2: 64,370 shares; 2025Q3: 80,219 shares; 2025Q4: 81,155 shares; 2026Q1: 79,584 shares 79,584 $4.98M 0.01% -1,571 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,826 shares; 2024Q4: 56,751 shares; 2025Q1: 151,297 shares; 2025Q2: 18,768 shares; 2025Q3: 52,784 shares; 2025Q4: 51,487 shares; 2026Q1: 133,863 shares 133,863 $4.97M 0.01% +82,376 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,804 shares; 2024Q4: 23,783 shares; 2025Q1: 30,029 shares; 2025Q2: 31,780 shares; 2025Q3: 47,553 shares; 2025Q4: 36,147 shares; 2026Q1: 44,592 shares 44,592 $4.97M 0.01% +8,445 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,019 shares; 2024Q4: 66,301 shares; 2025Q1: 88,028 shares; 2025Q2: 82,097 shares; 2025Q3: 120,400 shares; 2025Q4: 121,813 shares; 2026Q1: 99,966 shares 99,966 $4.97M 0.01% -21,847 Timeline COPX 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: 104,821 shares; 2024Q4: 26,398 shares; 2025Q1: 24,714 shares; 2025Q2: 24,141 shares; 2025Q3: 33,312 shares; 2025Q4: 42,394 shares; 2026Q1: 65,044 shares 65,044 $4.97M 0.01% +22,650 Timeline RPV 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: 8,432 shares; 2024Q4: 9,020 shares; 2025Q1: 9,459 shares; 2025Q2: 9,816 shares; 2025Q3: 17,631 shares; 2025Q4: 63,005 shares; 2026Q1: 46,234 shares 46,234 $4.97M 0.01% -16,771 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 3,856 shares; 2025Q1: 3,800 shares; 2025Q2: 8,309 shares; 2025Q3: 10,316 shares; 2025Q4: 11,450 shares; 2026Q1: 35,482 shares 35,482 $4.96M 0.01% +24,032 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,400 shares; 2025Q4: 172,368 shares; 2026Q1: 178,894 shares 178,894 $4.96M 0.01% +6,526 Timeline SMIG 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: 142,063 shares; 2024Q4: 147,830 shares; 2025Q1: 144,718 shares; 2025Q2: 136,057 shares; 2025Q3: 140,492 shares; 2025Q4: 159,887 shares; 2026Q1: 168,798 shares 168,798 $4.95M 0.01% +8,911 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,330 shares; 2024Q4: 147,579 shares; 2025Q1: 154,681 shares; 2025Q2: 155,837 shares; 2025Q3: 183,897 shares; 2025Q4: 152,046 shares; 2026Q1: 119,045 shares 119,045 $4.95M 0.01% -33,001 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 4,127 shares; 2025Q1: 5,491 shares; 2025Q2: 5,664 shares; 2025Q3: 7,561 shares; 2025Q4: 9,199 shares; 2026Q1: 6,732 shares 6,732 $4.92M 0.01% -2,467 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,207 shares; 2024Q4: 298,885 shares; 2025Q1: 297,613 shares; 2025Q2: 296,938 shares; 2025Q3: 322,836 shares; 2025Q4: 398,966 shares; 2026Q1: 421,366 shares 421,366 $4.91M 0.01% +22,400 Timeline XT 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: 15,104 shares; 2024Q4: 14,548 shares; 2025Q1: 14,020 shares; 2025Q2: 14,691 shares; 2025Q3: 49,254 shares; 2025Q4: 65,711 shares; 2026Q1: 72,000 shares 72,000 $4.91M 0.01% +6,289 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,447 shares; 2024Q4: 23,888 shares; 2025Q1: 29,129 shares; 2025Q2: 29,739 shares; 2025Q3: 35,502 shares; 2025Q4: 35,245 shares; 2026Q1: 50,768 shares 50,768 $4.9M 0.01% +15,523 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 33,035 shares; 2025Q1: 34,779 shares; 2025Q2: 45,735 shares; 2025Q3: 270,117 shares; 2025Q4: 354,337 shares; 2026Q1: 343,341 shares 343,341 $4.89M 0.01% -10,996 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,663 shares; 2024Q4: 48,099 shares; 2025Q1: 33,788 shares; 2025Q2: 36,282 shares; 2025Q3: 93,485 shares; 2025Q4: 130,106 shares; 2026Q1: 294,684 shares 294,684 $4.89M 0.01% +164,578 Timeline REGL 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: 80,907 shares; 2024Q4: 76,382 shares; 2025Q1: 74,956 shares; 2025Q2: 75,968 shares; 2025Q3: 87,816 shares; 2025Q4: 38,534 shares; 2026Q1: 56,401 shares 56,401 $4.87M 0.01% +17,867 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,115 shares; 2024Q4: 28,823 shares; 2025Q1: 92,099 shares; 2025Q2: 111,723 shares; 2025Q3: 133,126 shares; 2025Q4: 223,569 shares; 2026Q1: 239,197 shares 239,197 $4.87M 0.01% +15,628 Timeline IEV 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: 29,253 shares; 2024Q4: 27,794 shares; 2025Q1: 27,714 shares; 2025Q2: 59,531 shares; 2025Q3: 68,785 shares; 2025Q4: 68,678 shares; 2026Q1: 71,607 shares 71,607 $4.86M 0.01% +2,929 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,375 shares; 2024Q4: 276,429 shares; 2025Q1: 225,260 shares; 2025Q2: 209,590 shares; 2025Q3: 210,267 shares; 2025Q4: 207,405 shares; 2026Q1: 204,704 shares 204,704 $4.85M 0.01% -2,701 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,985 shares; 2025Q4: 125,639 shares; 2026Q1: 127,819 shares 127,819 $4.85M 0.01% +2,180 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,973 shares; 2024Q4: 213,805 shares; 2025Q1: 217,179 shares; 2025Q2: 240,329 shares; 2025Q3: 292,044 shares; 2025Q4: 68,768 shares; 2026Q1: 63,969 shares 63,969 $4.83M 0.01% -4,799 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,449 shares; 2024Q4: 37,312 shares; 2025Q1: 41,030 shares; 2025Q2: 40,728 shares; 2025Q3: 44,627 shares; 2025Q4: 42,639 shares; 2026Q1: 64,037 shares 64,037 $4.82M 0.01% +21,398 Timeline VRP 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: 154,493 shares; 2024Q4: 163,073 shares; 2025Q1: 156,662 shares; 2025Q2: 152,778 shares; 2025Q3: 181,242 shares; 2025Q4: 183,908 shares; 2026Q1: 201,026 shares 201,026 $4.82M 0.01% +17,118 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,271 shares; 2024Q4: 12,967 shares; 2025Q1: 13,276 shares; 2025Q2: 13,112 shares; 2025Q3: 15,797 shares; 2025Q4: 15,111 shares; 2026Q1: 14,802 shares 14,802 $4.82M 0.01% -309 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,130 shares; 2025Q2: 673,363 shares; 2025Q3: 34,228 shares; 2025Q4: 88,664 shares; 2026Q1: 117,906 shares 117,906 $4.8M 0.01% +29,242 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,066 shares; 2024Q4: 22,080 shares; 2025Q1: 20,680 shares; 2025Q2: 20,553 shares; 2025Q3: 44,799 shares; 2025Q4: 94,546 shares; 2026Q1: 142,949 shares 142,949 $4.8M 0.01% +48,403 Timeline SIXO 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: 128,819 shares; 2024Q4: 130,787 shares; 2025Q1: 138,453 shares; 2025Q2: 142,904 shares; 2025Q3: 124,137 shares; 2025Q4: 140,504 shares; 2026Q1: 141,479 shares 141,479 $4.78M 0.01% +975 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,230 shares; 2024Q4: 60,227 shares; 2025Q1: 56,500 shares; 2025Q2: 61,129 shares; 2025Q3: 77,130 shares; 2025Q4: 74,088 shares; 2026Q1: 66,907 shares 66,907 $4.78M 0.01% -7,181 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 10,135 shares; 2025Q1: 10,644 shares; 2025Q2: 10,970 shares; 2025Q3: 13,867 shares; 2025Q4: 14,582 shares; 2026Q1: 13,799 shares 13,799 $4.75M 0.01% -783 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,099 shares; 2025Q2: 86,843 shares; 2025Q3: 93,730 shares; 2025Q4: 107,389 shares; 2026Q1: 131,166 shares 131,166 $4.75M 0.01% +23,777 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,495 shares; 2025Q1: 3,488 shares; 2025Q2: 17,720 shares; 2025Q3: 34,417 shares; 2025Q4: 37,292 shares; 2026Q1: 36,512 shares 36,512 $4.75M 0.01% -780 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,096 shares; 2024Q4: 38,380 shares; 2025Q1: 33,958 shares; 2025Q2: 32,020 shares; 2025Q3: 34,223 shares; 2025Q4: 34,226 shares; 2026Q1: 34,694 shares 34,694 $4.73M 0.01% +468 Timeline XMVM 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: 26,152 shares; 2024Q4: 25,738 shares; 2025Q1: 23,938 shares; 2025Q2: 24,350 shares; 2025Q3: 26,158 shares; 2025Q4: 64,763 shares; 2026Q1: 72,698 shares 72,698 $4.73M 0.01% +7,935 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,256 shares; 2024Q4: 89,956 shares; 2025Q1: 116,715 shares; 2025Q2: 130,858 shares; 2025Q3: 200,934 shares; 2025Q4: 229,845 shares; 2026Q1: 215,922 shares 215,922 $4.73M 0.01% -13,923 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,353 shares; 2024Q4: 24,643 shares; 2025Q1: 63,263 shares; 2025Q2: 68,540 shares; 2025Q3: 79,882 shares; 2025Q4: 83,660 shares; 2026Q1: 80,770 shares 80,770 $4.72M 0.01% -2,890 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,991 shares; 2024Q4: 27,890 shares; 2025Q1: 30,671 shares; 2025Q2: 32,022 shares; 2025Q3: 58,391 shares; 2025Q4: 52,149 shares; 2026Q1: 62,562 shares 62,562 $4.72M 0.01% +10,413 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,696 shares; 2024Q4: 62,831 shares; 2025Q1: 63,696 shares; 2025Q2: 87,503 shares; 2025Q3: 109,941 shares; 2025Q4: 113,975 shares; 2026Q1: 97,975 shares 97,975 $4.7M <0.01% -16,000 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 44,014 shares; 2025Q1: 39,307 shares; 2025Q2: 38,024 shares; 2025Q3: 57,046 shares; 2025Q4: 30,720 shares; 2026Q1: 35,830 shares 35,830 $4.7M <0.01% +5,110 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,809 shares; 2024Q4: 95,865 shares; 2025Q1: 129,717 shares; 2025Q2: 143,548 shares; 2025Q3: 136,285 shares; 2025Q4: 137,466 shares; 2026Q1: 119,825 shares 119,825 $4.7M <0.01% -17,641 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,952 shares; 2025Q4: 156,572 shares; 2026Q1: 169,445 shares 169,445 $4.69M <0.01% +12,873 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,151 shares; 2024Q4: 29,248 shares; 2025Q1: 30,444 shares; 2025Q2: 31,849 shares; 2025Q3: 44,697 shares; 2025Q4: 45,895 shares; 2026Q1: 46,570 shares 46,570 $4.69M <0.01% +675 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,628 shares; 2025Q1: 8,114 shares; 2025Q2: 6,954 shares; 2025Q3: 8,358 shares; 2025Q4: 9,095 shares; 2026Q1: 8,699 shares 8,699 $4.69M <0.01% -396 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 23,560 shares; 2025Q1: 33,418 shares; 2025Q2: 27,999 shares; 2025Q3: 30,682 shares; 2025Q4: 27,059 shares; 2026Q1: 23,964 shares 23,964 $4.68M <0.01% -3,095 Timeline XUDV 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: 166,417 shares; 2025Q3: 171,263 shares; 2025Q4: 173,032 shares; 2026Q1: 165,734 shares 165,734 $4.68M <0.01% -7,298 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 10,146 shares; 2025Q1: 11,331 shares; 2025Q2: 12,163 shares; 2025Q3: 17,951 shares; 2025Q4: 14,216 shares; 2026Q1: 13,962 shares 13,962 $4.68M <0.01% -254 Timeline FTXO 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: 19,910 shares; 2024Q4: 111,062 shares; 2025Q1: 132,570 shares; 2025Q2: 148,399 shares; 2025Q3: 169,172 shares; 2025Q4: 144,993 shares; 2026Q1: 129,152 shares 129,152 $4.67M <0.01% -15,841 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 14,384 shares; 2025Q1: 15,201 shares; 2025Q2: 16,282 shares; 2025Q3: 16,908 shares; 2025Q4: 16,823 shares; 2026Q1: 16,291 shares 16,291 $4.67M <0.01% -532 Timeline PFM 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: 76,404 shares; 2024Q4: 76,556 shares; 2025Q1: 77,654 shares; 2025Q2: 53,841 shares; 2025Q3: 93,158 shares; 2025Q4: 93,536 shares; 2026Q1: 91,348 shares 91,348 $4.67M <0.01% -2,188 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 7,929 shares; 2025Q1: 8,432 shares; 2025Q2: 8,710 shares; 2025Q3: 11,452 shares; 2025Q4: 10,546 shares; 2026Q1: 12,822 shares 12,822 $4.66M <0.01% +2,276 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,864 shares; 2024Q4: 17,990 shares; 2025Q1: not reported; 2025Q2: 4,556 shares; 2025Q3: 4,701 shares; 2025Q4: 25,853 shares; 2026Q1: 87,745 shares 87,745 $4.66M <0.01% +61,892 Timeline IBDU 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: 118,381 shares; 2025Q2: 140,458 shares; 2025Q3: 169,760 shares; 2025Q4: 190,062 shares; 2026Q1: 199,905 shares 199,905 $4.65M <0.01% +9,843 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,772 shares; 2024Q4: 97,966 shares; 2025Q1: 102,222 shares; 2025Q2: 93,655 shares; 2025Q3: 114,777 shares; 2025Q4: 120,653 shares; 2026Q1: 340,066 shares 340,066 $4.65M <0.01% +219,413 Timeline RDIV 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: 32,581 shares; 2024Q4: 40,104 shares; 2025Q1: 38,940 shares; 2025Q2: 33,843 shares; 2025Q3: 82,164 shares; 2025Q4: 82,803 shares; 2026Q1: 83,366 shares 83,366 $4.64M <0.01% +563 Timeline RSPH 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: 108,131 shares; 2024Q4: 84,564 shares; 2025Q1: 98,688 shares; 2025Q2: 110,709 shares; 2025Q3: 117,560 shares; 2025Q4: 120,860 shares; 2026Q1: 153,515 shares 153,515 $4.64M <0.01% +32,655 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,850 shares; 2024Q4: 48,473 shares; 2025Q1: 48,906 shares; 2025Q2: 50,661 shares; 2025Q3: 65,703 shares; 2025Q4: 63,060 shares; 2026Q1: 64,832 shares 64,832 $4.63M <0.01% +1,772 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,392 shares; 2024Q4: 8,480 shares; 2025Q1: 17,319 shares; 2025Q2: 15,386 shares; 2025Q3: 21,503 shares; 2025Q4: 22,295 shares; 2026Q1: 21,847 shares 21,847 $4.63M <0.01% -448 Timeline EQIN 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: 32,399 shares; 2025Q4: 73,184 shares; 2026Q1: 94,141 shares 94,141 $4.63M <0.01% +20,957 Timeline PSTP 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: 86,359 shares; 2024Q4: 101,653 shares; 2025Q1: 105,712 shares; 2025Q2: 117,029 shares; 2025Q3: 126,610 shares; 2025Q4: 125,196 shares; 2026Q1: 133,520 shares 133,520 $4.6M <0.01% +8,324 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,321 shares; 2025Q4: 33,001 shares; 2026Q1: 110,790 shares 110,790 $4.6M <0.01% +77,789 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,259 shares; 2024Q4: 53,209 shares; 2025Q1: 68,893 shares; 2025Q2: 70,381 shares; 2025Q3: 93,203 shares; 2025Q4: 95,190 shares; 2026Q1: 61,078 shares 61,078 $4.6M <0.01% -34,112 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,042 shares; 2024Q4: 52,415 shares; 2025Q1: 54,164 shares; 2025Q2: 51,875 shares; 2025Q3: 46,021 shares; 2025Q4: 73,304 shares; 2026Q1: 75,999 shares 75,999 $4.59M <0.01% +2,695 Timeline NUSC 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: 92,943 shares; 2024Q4: 93,699 shares; 2025Q1: 66,453 shares; 2025Q2: 85,630 shares; 2025Q3: 99,519 shares; 2025Q4: 98,076 shares; 2026Q1: 101,769 shares 101,769 $4.59M <0.01% +3,693 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,163 shares; 2025Q1: 51,559 shares; 2025Q2: 82,810 shares; 2025Q3: 74,721 shares; 2025Q4: 72,737 shares; 2026Q1: 61,733 shares 61,733 $4.58M <0.01% -11,004 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,979 shares; 2024Q4: 9,074 shares; 2025Q1: 4,445 shares; 2025Q2: 4,838 shares; 2025Q3: 16,520 shares; 2025Q4: 20,500 shares; 2026Q1: 22,731 shares 22,731 $4.58M <0.01% +2,231 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,627 shares; 2025Q2: 87,845 shares; 2025Q3: 135,257 shares; 2025Q4: 166,420 shares; 2026Q1: 216,261 shares 216,261 $4.58M <0.01% +49,841 Timeline PICK 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: 22,055 shares; 2024Q4: 19,609 shares; 2025Q1: 22,853 shares; 2025Q2: 14,990 shares; 2025Q3: 34,634 shares; 2025Q4: 58,812 shares; 2026Q1: 80,777 shares 80,777 $4.57M <0.01% +21,965 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,462 shares; 2024Q4: 45,830 shares; 2025Q1: 37,042 shares; 2025Q2: 24,017 shares; 2025Q3: 31,413 shares; 2025Q4: 34,195 shares; 2026Q1: 45,627 shares 45,627 $4.57M <0.01% +11,432 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,074 shares; 2026Q1: 168,283 shares 168,283 $4.57M <0.01% +71,209 Timeline DGS 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: 61,684 shares; 2024Q4: 64,131 shares; 2025Q1: 58,858 shares; 2025Q2: 57,337 shares; 2025Q3: 74,245 shares; 2025Q4: 76,158 shares; 2026Q1: 75,817 shares 75,817 $4.56M <0.01% -341 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 6,834 shares; 2025Q1: 9,673 shares; 2025Q2: 11,153 shares; 2025Q3: 56,766 shares; 2025Q4: 57,188 shares; 2026Q1: 49,696 shares 49,696 $4.56M <0.01% -7,492 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 12,056 shares; 2025Q1: 13,444 shares; 2025Q2: 20,153 shares; 2025Q3: 41,389 shares; 2025Q4: 38,127 shares; 2026Q1: 39,499 shares 39,499 $4.54M <0.01% +1,372 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,537 shares; 2024Q4: 218,225 shares; 2025Q1: 249,267 shares; 2025Q2: 251,456 shares; 2025Q3: 478,448 shares; 2025Q4: 576,865 shares; 2026Q1: 597,586 shares 597,586 $4.52M <0.01% +20,721 Timeline FDRR 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: 28,797 shares; 2024Q4: 32,177 shares; 2025Q1: 39,489 shares; 2025Q2: 41,764 shares; 2025Q3: 54,043 shares; 2025Q4: 61,997 shares; 2026Q1: 76,802 shares 76,802 $4.52M <0.01% +14,805 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 24,797 shares; 2025Q1: 18,239 shares; 2025Q2: 23,830 shares; 2025Q3: 33,459 shares; 2025Q4: 41,618 shares; 2026Q1: 31,084 shares 31,084 $4.52M <0.01% -10,534 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,694 shares; 2025Q4: 65,332 shares; 2026Q1: 107,891 shares 107,891 $4.51M <0.01% +42,559 Timeline NUDM 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: 90,928 shares; 2024Q4: 81,865 shares; 2025Q1: 81,457 shares; 2025Q2: 82,540 shares; 2025Q3: 117,297 shares; 2025Q4: 116,317 shares; 2026Q1: 124,800 shares 124,800 $4.51M <0.01% +8,483 Timeline MDIV 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: 207,388 shares; 2024Q4: 223,091 shares; 2025Q1: 255,021 shares; 2025Q2: 269,657 shares; 2025Q3: 335,569 shares; 2025Q4: 308,842 shares; 2026Q1: 278,673 shares 278,673 $4.51M <0.01% -30,169 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,157 shares; 2025Q1: 20,965 shares; 2025Q2: 5,595 shares; 2025Q3: not reported; 2025Q4: 33,335 shares; 2026Q1: 167,973 shares 167,973 $4.5M <0.01% +134,638 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,616 shares; 2025Q1: 13,520 shares; 2025Q2: 15,837 shares; 2025Q3: 16,427 shares; 2025Q4: 19,590 shares; 2026Q1: 20,731 shares 20,731 $4.49M <0.01% +1,141 Timeline FIDU 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: 24,172 shares; 2024Q4: 30,410 shares; 2025Q1: 33,133 shares; 2025Q2: 33,859 shares; 2025Q3: 42,173 shares; 2025Q4: 46,423 shares; 2026Q1: 51,868 shares 51,868 $4.49M <0.01% +5,445 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,846 shares; 2024Q4: 184,774 shares; 2025Q1: 183,644 shares; 2025Q2: 179,290 shares; 2025Q3: 190,513 shares; 2025Q4: 189,366 shares; 2026Q1: 180,651 shares 180,651 $4.48M <0.01% -8,715 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,623 shares 97,623 $4.48M <0.01% new Timeline EWU 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: 9,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,246 shares; 2026Q1: 98,167 shares 98,167 $4.47M <0.01% +65,921 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,517 shares; 2024Q4: 45,693 shares; 2025Q1: 52,166 shares; 2025Q2: 52,920 shares; 2025Q3: 70,397 shares; 2025Q4: 64,132 shares; 2026Q1: 72,177 shares 72,177 $4.47M <0.01% +8,045 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 4,246 shares; 2025Q1: 4,512 shares; 2025Q2: 4,392 shares; 2025Q3: 7,521 shares; 2025Q4: 16,802 shares; 2026Q1: 24,409 shares 24,409 $4.47M <0.01% +7,607 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,509 shares; 2024Q4: 70,319 shares; 2025Q1: 69,029 shares; 2025Q2: 85,961 shares; 2025Q3: 118,940 shares; 2025Q4: 113,245 shares; 2026Q1: 181,913 shares 181,913 $4.44M <0.01% +68,668 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,410 shares; 2024Q4: 32,644 shares; 2025Q1: 63,327 shares; 2025Q2: 67,876 shares; 2025Q3: 86,489 shares; 2025Q4: 80,882 shares; 2026Q1: 197,693 shares 197,693 $4.44M <0.01% +116,811 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 4,245 shares; 2025Q1: 6,035 shares; 2025Q2: 6,034 shares; 2025Q3: 18,183 shares; 2025Q4: 16,990 shares; 2026Q1: 23,621 shares 23,621 $4.44M <0.01% +6,631 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,290 shares; 2026Q1: 173,308 shares 173,308 $4.43M <0.01% +78,018 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,254 shares; 2024Q4: 31,751 shares; 2025Q1: 32,546 shares; 2025Q2: 35,671 shares; 2025Q3: 62,708 shares; 2025Q4: 66,128 shares; 2026Q1: 68,388 shares 68,388 $4.43M <0.01% +2,260 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,668 shares; 2025Q4: 4,731 shares; 2026Q1: 58,352 shares 58,352 $4.41M <0.01% +53,621 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,276 shares; 2024Q4: 75,706 shares; 2025Q1: 85,775 shares; 2025Q2: 82,155 shares; 2025Q3: 86,546 shares; 2025Q4: 89,639 shares; 2026Q1: 94,288 shares 94,288 $4.41M <0.01% +4,649 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,999 shares; 2024Q4: 21,218 shares; 2025Q1: 23,660 shares; 2025Q2: 24,837 shares; 2025Q3: 23,565 shares; 2025Q4: 22,077 shares; 2026Q1: 21,527 shares 21,527 $4.41M <0.01% -550 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,239 shares; 2024Q4: 195,444 shares; 2025Q1: 178,911 shares; 2025Q2: 171,133 shares; 2025Q3: 199,433 shares; 2025Q4: 181,655 shares; 2026Q1: 169,927 shares 169,927 $4.4M <0.01% -11,728 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,602 shares; 2024Q4: 15,566 shares; 2025Q1: 38,296 shares; 2025Q2: 61,656 shares; 2025Q3: 128,111 shares; 2025Q4: 202,662 shares; 2026Q1: 185,019 shares 185,019 $4.39M <0.01% -17,643 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,490 shares; 2024Q4: 285,927 shares; 2025Q1: 287,574 shares; 2025Q2: 292,396 shares; 2025Q3: 297,383 shares; 2025Q4: 295,219 shares; 2026Q1: 302,650 shares 302,650 $4.36M <0.01% +7,431 Timeline PMBS 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: 4,360 shares; 2024Q4: 4,717 shares; 2025Q1: 4,623 shares; 2025Q2: 6,648 shares; 2025Q3: 8,330 shares; 2025Q4: 11,236 shares; 2026Q1: 87,981 shares 87,981 $4.36M <0.01% +76,745 Timeline INEQ 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: not reported; 2025Q4: 64,114 shares; 2026Q1: 111,639 shares 111,639 $4.36M <0.01% +47,525 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,327 shares; 2024Q4: 483,948 shares; 2025Q1: 496,351 shares; 2025Q2: 506,330 shares; 2025Q3: 648,647 shares; 2025Q4: 880,845 shares; 2026Q1: 941,248 shares 941,248 $4.36M <0.01% +60,403 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,688 shares; 2024Q4: 110,956 shares; 2025Q1: 117,072 shares; 2025Q2: 127,204 shares; 2025Q3: 133,665 shares; 2025Q4: 121,879 shares; 2026Q1: 117,734 shares 117,734 $4.36M <0.01% -4,145 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 36,967 shares; 2025Q1: 62,495 shares; 2025Q2: 71,961 shares; 2025Q3: 63,386 shares; 2025Q4: 58,657 shares; 2026Q1: 59,540 shares 59,540 $4.35M <0.01% +883 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,894 shares; 2024Q4: 53,870 shares; 2025Q1: 70,934 shares; 2025Q2: 44,121 shares; 2025Q3: 179,130 shares; 2025Q4: 142,320 shares; 2026Q1: 121,892 shares 121,892 $4.33M <0.01% -20,428 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 36,198 shares; 2025Q1: 37,142 shares; 2025Q2: 43,136 shares; 2025Q3: 124,448 shares; 2025Q4: 124,407 shares; 2026Q1: 148,925 shares 148,925 $4.32M <0.01% +24,518 Timeline BSEP 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: 65,817 shares; 2024Q4: 64,921 shares; 2025Q1: 74,962 shares; 2025Q2: 69,234 shares; 2025Q3: 89,603 shares; 2025Q4: 87,184 shares; 2026Q1: 89,892 shares 89,892 $4.32M <0.01% +2,708 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,750 shares; 2024Q4: 181,299 shares; 2025Q1: 194,723 shares; 2025Q2: 192,203 shares; 2025Q3: 241,289 shares; 2025Q4: 243,184 shares; 2026Q1: 177,888 shares 177,888 $4.32M <0.01% -65,296 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,352 shares; 2024Q4: 68,919 shares; 2025Q1: 64,268 shares; 2025Q2: 83,790 shares; 2025Q3: 86,002 shares; 2025Q4: 84,745 shares; 2026Q1: 79,069 shares 79,069 $4.32M <0.01% -5,676 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 19,243 shares; 2025Q1: 20,775 shares; 2025Q2: 23,941 shares; 2025Q3: 33,850 shares; 2025Q4: 36,413 shares; 2026Q1: 39,239 shares 39,239 $4.31M <0.01% +2,826 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,240 shares; 2025Q2: 24,790 shares; 2025Q3: 34,860 shares; 2025Q4: 65,117 shares; 2026Q1: 72,784 shares 72,784 $4.31M <0.01% +7,667 Timeline HEEM 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: 8,416 shares; 2025Q2: 11,461 shares; 2025Q3: 117,190 shares; 2025Q4: 115,827 shares; 2026Q1: 116,425 shares 116,425 $4.3M <0.01% +598 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 48,800 shares; 2025Q1: 57,576 shares; 2025Q2: 89,419 shares; 2025Q3: 109,841 shares; 2025Q4: 101,004 shares; 2026Q1: 104,295 shares 104,295 $4.29M <0.01% +3,291 Timeline IGPT 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: 46,681 shares; 2024Q4: 48,063 shares; 2025Q1: 47,535 shares; 2025Q2: 47,068 shares; 2025Q3: 77,860 shares; 2025Q4: 82,722 shares; 2026Q1: 73,948 shares 73,948 $4.29M <0.01% -8,774 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,908 shares; 2025Q1: 13,734 shares; 2025Q2: 12,428 shares; 2025Q3: 15,737 shares; 2025Q4: 24,604 shares; 2026Q1: 36,349 shares 36,349 $4.29M <0.01% +11,745 Timeline SPIP 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: 77,146 shares; 2024Q4: 77,644 shares; 2025Q1: 79,673 shares; 2025Q2: 166,920 shares; 2025Q3: 168,774 shares; 2025Q4: 172,547 shares; 2026Q1: 164,957 shares 164,957 $4.29M <0.01% -7,590 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,217 shares; 2024Q4: 249,724 shares; 2025Q1: 174,189 shares; 2025Q2: 141,860 shares; 2025Q3: 211,909 shares; 2025Q4: 187,517 shares; 2026Q1: 189,337 shares 189,337 $4.29M <0.01% +1,820 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,082 shares; 2024Q4: 103,778 shares; 2025Q1: 92,739 shares; 2025Q2: 81,379 shares; 2025Q3: 85,205 shares; 2025Q4: 130,678 shares; 2026Q1: 124,528 shares 124,528 $4.28M <0.01% -6,150 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 14,089 shares; 2025Q1: 14,460 shares; 2025Q2: 15,079 shares; 2025Q3: 20,414 shares; 2025Q4: 52,783 shares; 2026Q1: 56,609 shares 56,609 $4.28M <0.01% +3,826 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 19,961 shares; 2025Q1: 12,052 shares; 2025Q2: 13,992 shares; 2025Q3: 50,968 shares; 2025Q4: 48,724 shares; 2026Q1: 52,800 shares 52,800 $4.27M <0.01% +4,076 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,178 shares; 2024Q4: 49,866 shares; 2025Q1: 62,872 shares; 2025Q2: 98,148 shares; 2025Q3: 101,394 shares; 2025Q4: 99,327 shares; 2026Q1: 91,909 shares 91,909 $4.26M <0.01% -7,418 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,925 shares; 2024Q4: 252,846 shares; 2025Q1: 258,573 shares; 2025Q2: 269,139 shares; 2025Q3: 319,202 shares; 2025Q4: 337,818 shares; 2026Q1: 346,509 shares 346,509 $4.26M <0.01% +8,691 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,460 shares; 2024Q4: 98,277 shares; 2025Q1: 114,245 shares; 2025Q2: 110,649 shares; 2025Q3: 131,672 shares; 2025Q4: 154,269 shares; 2026Q1: 178,643 shares 178,643 $4.26M <0.01% +24,374 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 10,795 shares; 2025Q4: 63,705 shares; 2026Q1: 87,025 shares 87,025 $4.26M <0.01% +23,320 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 17,245 shares; 2025Q1: 15,917 shares; 2025Q2: 13,257 shares; 2025Q3: 13,229 shares; 2025Q4: 14,072 shares; 2026Q1: 26,903 shares 26,903 $4.26M <0.01% +12,831 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,321 shares; 2024Q4: 13,145 shares; 2025Q1: 13,086 shares; 2025Q2: 17,486 shares; 2025Q3: 21,412 shares; 2025Q4: 24,978 shares; 2026Q1: 21,252 shares 21,252 $4.25M <0.01% -3,726 Timeline IBTH 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: 145,694 shares; 2024Q4: 177,667 shares; 2025Q1: 185,105 shares; 2025Q2: 177,646 shares; 2025Q3: 186,399 shares; 2025Q4: 185,751 shares; 2026Q1: 189,208 shares 189,208 $4.24M <0.01% +3,457 Timeline DOL 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: 83,457 shares; 2024Q4: 90,219 shares; 2025Q1: 54,700 shares; 2025Q2: 107,281 shares; 2025Q3: 99,477 shares; 2025Q4: 86,678 shares; 2026Q1: 62,251 shares 62,251 $4.23M <0.01% -24,427 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,151 shares; 2024Q4: 21,411 shares; 2025Q1: 18,592 shares; 2025Q2: 32,069 shares; 2025Q3: 45,375 shares; 2025Q4: 50,428 shares; 2026Q1: 39,632 shares 39,632 $4.23M <0.01% -10,796 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,132 shares; 2024Q4: 174,784 shares; 2025Q1: 209,555 shares; 2025Q2: 241,286 shares; 2025Q3: 260,731 shares; 2025Q4: 258,529 shares; 2026Q1: 306,604 shares 306,604 $4.23M <0.01% +48,075 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,484 shares; 2024Q4: 147,609 shares; 2025Q1: 192,421 shares; 2025Q2: 149,187 shares; 2025Q3: 204,657 shares; 2025Q4: 304,507 shares; 2026Q1: 299,932 shares 299,932 $4.23M <0.01% -4,575 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 45,105 shares; 2025Q1: 45,419 shares; 2025Q2: 43,951 shares; 2025Q3: 49,457 shares; 2025Q4: 49,113 shares; 2026Q1: 51,002 shares 51,002 $4.23M <0.01% +1,889 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 8,036 shares; 2025Q1: 8,625 shares; 2025Q2: 8,260 shares; 2025Q3: 14,673 shares; 2025Q4: 13,924 shares; 2026Q1: 12,361 shares 12,361 $4.22M <0.01% -1,563 Timeline FCAL 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: 46,369 shares; 2024Q4: 52,388 shares; 2025Q1: 56,000 shares; 2025Q2: 65,904 shares; 2025Q3: 74,670 shares; 2025Q4: 79,558 shares; 2026Q1: 86,321 shares 86,321 $4.22M <0.01% +6,763 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 20,637 shares; 2025Q1: 20,933 shares; 2025Q2: 20,198 shares; 2025Q3: 21,485 shares; 2025Q4: 27,427 shares; 2026Q1: 262,227 shares 262,227 $4.21M <0.01% +234,800 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 23,869 shares; 2025Q1: 24,302 shares; 2025Q2: 16,274 shares; 2025Q3: 154,341 shares; 2025Q4: 153,877 shares; 2026Q1: 191,434 shares 191,434 $4.21M <0.01% +37,557 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982,500 shares; 2024Q4: 1,996,900 shares; 2025Q1: 2,080,700 shares; 2025Q2: 2,000,094 shares; 2025Q3: 2,170,000 shares; 2025Q4: 2,165,903 shares; 2026Q1: 2,148,100 shares 2,148,100 $4.21M <0.01% -17,803 Timeline BSCV 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: 11,160 shares; 2024Q4: 56,326 shares; 2025Q1: 25,423 shares; 2025Q2: 39,268 shares; 2025Q3: 137,728 shares; 2025Q4: 211,936 shares; 2026Q1: 255,125 shares 255,125 $4.2M <0.01% +43,189 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 5,182 shares; 2025Q1: 5,906 shares; 2025Q2: 6,692 shares; 2025Q3: 7,643 shares; 2025Q4: 7,880 shares; 2026Q1: 7,704 shares 7,704 $4.19M <0.01% -176 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,977 shares; 2025Q1: 67,918 shares; 2025Q2: 52,190 shares; 2025Q3: 95,506 shares; 2025Q4: 69,641 shares; 2026Q1: 118,818 shares 118,818 $4.19M <0.01% +49,177 Timeline MOO 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: 50,292 shares; 2024Q4: 86,839 shares; 2025Q1: 84,517 shares; 2025Q2: 88,079 shares; 2025Q3: 87,886 shares; 2025Q4: 89,536 shares; 2026Q1: 49,548 shares 49,548 $4.19M <0.01% -39,988 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,527 shares; 2025Q4: 189,957 shares; 2026Q1: 206,115 shares 206,115 $4.18M <0.01% +16,158 Timeline IYJ 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: 40,102 shares; 2024Q4: 40,404 shares; 2025Q1: 46,913 shares; 2025Q2: 47,871 shares; 2025Q3: 53,484 shares; 2025Q4: 55,763 shares; 2026Q1: 28,309 shares 28,309 $4.18M <0.01% -27,454 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,647 shares; 2024Q4: 46,838 shares; 2025Q1: 47,780 shares; 2025Q2: 53,753 shares; 2025Q3: 97,695 shares; 2025Q4: 144,622 shares; 2026Q1: 184,118 shares 184,118 $4.17M <0.01% +39,496 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,908 shares; 2024Q4: 30,333 shares; 2025Q1: 26,300 shares; 2025Q2: 25,973 shares; 2025Q3: 30,398 shares; 2025Q4: 31,529 shares; 2026Q1: 32,102 shares 32,102 $4.17M <0.01% +573 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,514 shares; 2024Q4: 71,982 shares; 2025Q1: 83,272 shares; 2025Q2: 108,633 shares; 2025Q3: 102,879 shares; 2025Q4: 95,932 shares; 2026Q1: 98,575 shares 98,575 $4.16M <0.01% +2,643 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,899 shares; 2024Q4: 741,580 shares; 2025Q1: 812,853 shares; 2025Q2: 867,483 shares; 2025Q3: 770,965 shares; 2025Q4: 320,155 shares; 2026Q1: 241,189 shares 241,189 $4.16M <0.01% -78,966 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,699 shares; 2024Q4: 59,273 shares; 2025Q1: 75,237 shares; 2025Q2: 74,501 shares; 2025Q3: 213,215 shares; 2025Q4: 208,922 shares; 2026Q1: 224,015 shares 224,015 $4.15M <0.01% +15,093 Timeline EZM 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: 94,899 shares; 2024Q4: 75,193 shares; 2025Q1: 65,948 shares; 2025Q2: 55,899 shares; 2025Q3: 71,262 shares; 2025Q4: 64,380 shares; 2026Q1: 61,681 shares 61,681 $4.15M <0.01% -2,699 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 8,047 shares; 2025Q1: 8,219 shares; 2025Q2: 8,398 shares; 2025Q3: 10,022 shares; 2025Q4: 9,897 shares; 2026Q1: 10,369 shares 10,369 $4.14M <0.01% +472 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,920 shares; 2024Q4: 17,978 shares; 2025Q1: 32,187 shares; 2025Q2: 67,624 shares; 2025Q3: 74,154 shares; 2025Q4: 80,945 shares; 2026Q1: 88,606 shares 88,606 $4.14M <0.01% +7,661 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,662 shares; 2024Q4: 40,783 shares; 2025Q1: 49,215 shares; 2025Q2: 62,131 shares; 2025Q3: 72,671 shares; 2025Q4: 63,447 shares; 2026Q1: 81,306 shares 81,306 $4.13M <0.01% +17,859 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,633 shares; 2024Q4: 144,009 shares; 2025Q1: 165,042 shares; 2025Q2: 153,755 shares; 2025Q3: 225,252 shares; 2025Q4: 188,306 shares; 2026Q1: 214,871 shares 214,871 $4.13M <0.01% +26,565 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,428 shares; 2024Q4: 321,708 shares; 2025Q1: 329,795 shares; 2025Q2: 351,167 shares; 2025Q3: 402,060 shares; 2025Q4: 358,987 shares; 2026Q1: 397,625 shares 397,625 $4.13M <0.01% +38,638 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 8,677 shares; 2025Q1: 3,229 shares; 2025Q2: 5,597 shares; 2025Q3: 8,496 shares; 2025Q4: 17,700 shares; 2026Q1: 16,832 shares 16,832 $4.12M <0.01% -868 Timeline IJUL 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: 76,301 shares; 2024Q4: 76,990 shares; 2025Q1: 119,646 shares; 2025Q2: 114,523 shares; 2025Q3: 149,840 shares; 2025Q4: 127,667 shares; 2026Q1: 122,165 shares 122,165 $4.12M <0.01% -5,502 Timeline IYM 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: 17,427 shares; 2024Q4: 16,963 shares; 2025Q1: 16,488 shares; 2025Q2: 16,692 shares; 2025Q3: 16,351 shares; 2025Q4: 16,179 shares; 2026Q1: 23,415 shares 23,415 $4.12M <0.01% +7,236 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 13,269 shares; 2025Q1: 12,608 shares; 2025Q2: 12,888 shares; 2025Q3: 20,888 shares; 2025Q4: 23,503 shares; 2026Q1: 22,444 shares 22,444 $4.11M <0.01% -1,059 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,520 shares; 2024Q4: 57,331 shares; 2025Q1: 58,997 shares; 2025Q2: 53,412 shares; 2025Q3: 56,550 shares; 2025Q4: 56,120 shares; 2026Q1: 59,952 shares 59,952 $4.1M <0.01% +3,832 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,575 shares; 2024Q4: 208,035 shares; 2025Q1: 310,924 shares; 2025Q2: 374,059 shares; 2025Q3: 594,677 shares; 2025Q4: 732,083 shares; 2026Q1: 792,532 shares 792,532 $4.1M <0.01% +60,449 Timeline SCHH 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: 201,022 shares; 2024Q4: 206,170 shares; 2025Q1: 202,202 shares; 2025Q2: 212,355 shares; 2025Q3: 291,748 shares; 2025Q4: 324,764 shares; 2026Q1: 190,278 shares 190,278 $4.09M <0.01% -134,486 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 6,366 shares; 2025Q1: 6,956 shares; 2025Q2: 7,325 shares; 2025Q3: 12,301 shares; 2025Q4: 14,678 shares; 2026Q1: 14,868 shares 14,868 $4.07M <0.01% +190 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 57,250 shares; 2026Q1: 53,403 shares 53,403 $4.07M <0.01% -3,847 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,683 shares; 2024Q4: 33,599 shares; 2025Q1: 33,486 shares; 2025Q2: 35,902 shares; 2025Q3: 51,418 shares; 2025Q4: 54,349 shares; 2026Q1: 62,560 shares 62,560 $4.06M <0.01% +8,211 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,361 shares; 2024Q4: 398,246 shares; 2025Q1: 396,111 shares; 2025Q2: 360,249 shares; 2025Q3: 620,568 shares; 2025Q4: 702,982 shares; 2026Q1: 831,412 shares 831,412 $4.05M <0.01% +128,430 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,535 shares; 2024Q4: 77,493 shares; 2025Q1: 93,070 shares; 2025Q2: 93,344 shares; 2025Q3: 103,748 shares; 2025Q4: 108,669 shares; 2026Q1: 109,322 shares 109,322 $4.04M <0.01% +653 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,763 shares; 2024Q4: 95,006 shares; 2025Q1: 91,750 shares; 2025Q2: 99,482 shares; 2025Q3: 103,275 shares; 2025Q4: 107,356 shares; 2026Q1: 82,465 shares 82,465 $4.04M <0.01% -24,891 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,401 shares; 2024Q4: 191,636 shares; 2025Q1: 174,043 shares; 2025Q2: 168,614 shares; 2025Q3: 182,234 shares; 2025Q4: 213,582 shares; 2026Q1: 256,609 shares 256,609 $4.03M <0.01% +43,027 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,945 shares; 2024Q4: 18,181 shares; 2025Q1: 21,010 shares; 2025Q2: 20,869 shares; 2025Q3: 23,169 shares; 2025Q4: 76,079 shares; 2026Q1: 43,170 shares 43,170 $4.03M <0.01% -32,909 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,182 shares; 2024Q4: 51,874 shares; 2025Q1: 84,664 shares; 2025Q2: 79,089 shares; 2025Q3: 89,568 shares; 2025Q4: 88,788 shares; 2026Q1: 111,096 shares 111,096 $4.03M <0.01% +22,308 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,234 shares; 2024Q4: 48,334 shares; 2025Q1: 48,944 shares; 2025Q2: 52,812 shares; 2025Q3: 58,195 shares; 2025Q4: 48,384 shares; 2026Q1: 30,982 shares 30,982 $4.03M <0.01% -17,402 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,693 shares; 2024Q4: 52,717 shares; 2025Q1: 24,196 shares; 2025Q2: 24,491 shares; 2025Q3: 36,286 shares; 2025Q4: 44,222 shares; 2026Q1: 45,787 shares 45,787 $4.01M <0.01% +1,565 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 16,469 shares; 2025Q1: 14,990 shares; 2025Q2: 12,688 shares; 2025Q3: 15,186 shares; 2025Q4: 15,986 shares; 2026Q1: 15,065 shares 15,065 $4.01M <0.01% -921 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,497 shares; 2024Q4: 28,561 shares; 2025Q1: 97,338 shares; 2025Q2: 98,973 shares; 2025Q3: 100,969 shares; 2025Q4: 71,519 shares; 2026Q1: 64,191 shares 64,191 $4M <0.01% -7,328 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,207 shares; 2024Q4: 60,902 shares; 2025Q1: 95,671 shares; 2025Q2: 101,722 shares; 2025Q3: 113,239 shares; 2025Q4: 107,114 shares; 2026Q1: 144,023 shares 144,023 $4M <0.01% +36,909 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,838 shares; 2024Q4: 129,858 shares; 2025Q1: 78,923 shares; 2025Q2: 52,417 shares; 2025Q3: 13,115 shares; 2025Q4: 17,468 shares; 2026Q1: 21,931 shares 21,931 $3.99M <0.01% +4,463 Timeline DMAY 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: 87,985 shares; 2024Q4: 71,009 shares; 2025Q1: 50,841 shares; 2025Q2: 81,803 shares; 2025Q3: 83,958 shares; 2025Q4: 95,903 shares; 2026Q1: 88,631 shares 88,631 $3.98M <0.01% -7,272 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,407 shares; 2025Q1: 3,831 shares; 2025Q2: 3,737 shares; 2025Q3: 39,052 shares; 2025Q4: 31,896 shares; 2026Q1: 31,490 shares 31,490 $3.98M <0.01% -406 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489,754 shares; 2024Q4: 505,444 shares; 2025Q1: 573,601 shares; 2025Q2: 601,262 shares; 2025Q3: 666,980 shares; 2025Q4: 674,300 shares; 2026Q1: 708,495 shares 708,495 $3.97M <0.01% +34,195 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 7,041 shares; 2025Q1: 7,237 shares; 2025Q2: 7,347 shares; 2025Q3: 9,036 shares; 2025Q4: 12,132 shares; 2026Q1: 13,039 shares 13,039 $3.96M <0.01% +907 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,586 shares; 2024Q4: 211,221 shares; 2025Q1: 194,976 shares; 2025Q2: 192,722 shares; 2025Q3: 389,667 shares; 2025Q4: 460,671 shares; 2026Q1: 456,013 shares 456,013 $3.95M <0.01% -4,658 Timeline REZ 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: 19,261 shares; 2024Q4: 36,023 shares; 2025Q1: 34,520 shares; 2025Q2: 37,573 shares; 2025Q3: 48,134 shares; 2025Q4: 46,042 shares; 2026Q1: 47,441 shares 47,441 $3.95M <0.01% +1,399 Timeline EIPI 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: 41,835 shares; 2024Q4: 40,305 shares; 2025Q1: 38,204 shares; 2025Q2: 39,344 shares; 2025Q3: 163,117 shares; 2025Q4: 163,350 shares; 2026Q1: 175,496 shares 175,496 $3.95M <0.01% +12,146 Timeline PGX 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: 501,311 shares; 2024Q4: 389,970 shares; 2025Q1: 411,582 shares; 2025Q2: 390,385 shares; 2025Q3: 389,731 shares; 2025Q4: 383,145 shares; 2026Q1: 362,745 shares 362,745 $3.95M <0.01% -20,400 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 30,889 shares; 2025Q1: 45,293 shares; 2025Q2: 51,753 shares; 2025Q3: 58,865 shares; 2025Q4: 71,337 shares; 2026Q1: 73,638 shares 73,638 $3.94M <0.01% +2,301 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,308 shares; 2024Q4: 18,251 shares; 2025Q1: 77,159 shares; 2025Q2: 122,659 shares; 2025Q3: 124,980 shares; 2025Q4: 91,002 shares; 2026Q1: 86,529 shares 86,529 $3.93M <0.01% -4,473 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,554 shares; 2024Q4: 44,579 shares; 2025Q1: 47,490 shares; 2025Q2: 47,623 shares; 2025Q3: 72,890 shares; 2025Q4: 80,699 shares; 2026Q1: 82,993 shares 82,993 $3.91M <0.01% +2,294 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,087 shares; 2025Q1: 4,339 shares; 2025Q2: 4,568 shares; 2025Q3: 5,077 shares; 2025Q4: 5,925 shares; 2026Q1: 13,097 shares 13,097 $3.9M <0.01% +7,172 Timeline HSCZ 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: 81,945 shares; 2024Q4: 88,959 shares; 2025Q1: 94,351 shares; 2025Q2: 105,079 shares; 2025Q3: 113,693 shares; 2025Q4: 96,128 shares; 2026Q1: 98,237 shares 98,237 $3.9M <0.01% +2,109 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 15,108 shares; 2025Q1: 20,041 shares; 2025Q2: 19,572 shares; 2025Q3: 23,743 shares; 2025Q4: 28,695 shares; 2026Q1: 24,021 shares 24,021 $3.9M <0.01% -4,674 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,977 shares; 2025Q1: 3,656 shares; 2025Q2: 2,363 shares; 2025Q3: 11,851 shares; 2025Q4: 11,352 shares; 2026Q1: 11,451 shares 11,451 $3.89M <0.01% +99 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,813 shares; 2024Q4: 37,796 shares; 2025Q1: 34,630 shares; 2025Q2: 36,017 shares; 2025Q3: 35,617 shares; 2025Q4: 40,316 shares; 2026Q1: 37,392 shares 37,392 $3.88M <0.01% -2,924 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,758 shares; 2025Q3: 6,770 shares; 2025Q4: 15,183 shares; 2026Q1: 26,675 shares 26,675 $3.88M <0.01% +11,492 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,802 shares; 2024Q4: 75,800 shares; 2025Q1: 85,554 shares; 2025Q2: 113,691 shares; 2025Q3: 299,804 shares; 2025Q4: 286,509 shares; 2026Q1: 259,810 shares 259,810 $3.87M <0.01% -26,699 Timeline RWK 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: 22,185 shares; 2024Q4: 21,072 shares; 2025Q1: 21,348 shares; 2025Q2: 21,694 shares; 2025Q3: 26,204 shares; 2025Q4: 27,490 shares; 2026Q1: 30,137 shares 30,137 $3.87M <0.01% +2,647 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 20,563 shares; 2025Q1: 26,116 shares; 2025Q2: 28,174 shares; 2025Q3: 33,251 shares; 2025Q4: 37,028 shares; 2026Q1: 37,402 shares 37,402 $3.87M <0.01% +374 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,736 shares; 2026Q1: 116,678 shares 116,678 $3.86M <0.01% +15,942 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,390 shares; 2024Q4: 19,864 shares; 2025Q1: 23,375 shares; 2025Q2: 24,907 shares; 2025Q3: 111,244 shares; 2025Q4: 57,669 shares; 2026Q1: 151,195 shares 151,195 $3.86M <0.01% +93,526 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,500 shares; 2024Q4: 41,044 shares; 2025Q1: 69,495 shares; 2025Q2: 74,885 shares; 2025Q3: 84,032 shares; 2025Q4: 79,812 shares; 2026Q1: 78,503 shares 78,503 $3.85M <0.01% -1,309 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,670 shares; 2024Q4: 71,325 shares; 2025Q1: 72,253 shares; 2025Q2: 69,733 shares; 2025Q3: 113,746 shares; 2025Q4: 110,023 shares; 2026Q1: 53,849 shares 53,849 $3.84M <0.01% -56,174 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,047 shares; 2024Q4: 24,325 shares; 2025Q1: 56,590 shares; 2025Q2: 59,149 shares; 2025Q3: 66,672 shares; 2025Q4: 71,113 shares; 2026Q1: 75,255 shares 75,255 $3.84M <0.01% +4,142 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,376 shares; 2024Q4: 179,741 shares; 2025Q1: 232,571 shares; 2025Q2: 259,164 shares; 2025Q3: 139,772 shares; 2025Q4: 168,502 shares; 2026Q1: 145,687 shares 145,687 $3.84M <0.01% -22,815 Timeline BBBI 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: 67,701 shares; 2026Q1: 74,493 shares 74,493 $3.83M <0.01% +6,792 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,213 shares; 2024Q4: 53,092 shares; 2025Q1: 47,554 shares; 2025Q2: 52,075 shares; 2025Q3: 68,244 shares; 2025Q4: 74,630 shares; 2026Q1: 72,310 shares 72,310 $3.83M <0.01% -2,320 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,486 shares; 2024Q4: 79,680 shares; 2025Q1: 73,979 shares; 2025Q2: 117,629 shares; 2025Q3: 131,109 shares; 2025Q4: 116,914 shares; 2026Q1: 124,939 shares 124,939 $3.81M <0.01% +8,025 Timeline JSMD 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: 4,203 shares; 2024Q4: 3,943 shares; 2025Q1: 4,366 shares; 2025Q2: 33,557 shares; 2025Q3: 45,391 shares; 2025Q4: 46,577 shares; 2026Q1: 48,050 shares 48,050 $3.81M <0.01% +1,473 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,747 shares; 2024Q4: 253,621 shares; 2025Q1: 290,936 shares; 2025Q2: 128,377 shares; 2025Q3: 136,830 shares; 2025Q4: 124,170 shares; 2026Q1: 120,349 shares 120,349 $3.81M <0.01% -3,821 Timeline INDS 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: 98,540 shares; 2024Q4: 97,749 shares; 2025Q1: 104,222 shares; 2025Q2: 105,941 shares; 2025Q3: 113,308 shares; 2025Q4: 106,636 shares; 2026Q1: 103,651 shares 103,651 $3.81M <0.01% -2,985 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,036 shares; 2024Q4: 45,085 shares; 2025Q1: 50,878 shares; 2025Q2: 61,721 shares; 2025Q3: 69,448 shares; 2025Q4: 64,957 shares; 2026Q1: 78,647 shares 78,647 $3.81M <0.01% +13,690 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 105,060 shares; 2025Q4: 166,675 shares; 2026Q1: 311,557 shares 311,557 $3.79M <0.01% +144,882 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,118 shares; 2025Q1: 13,549 shares; 2025Q2: 21,188 shares; 2025Q3: 22,042 shares; 2025Q4: 19,017 shares; 2026Q1: 18,603 shares 18,603 $3.79M <0.01% -414 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,156 shares; 2024Q4: 152,573 shares; 2025Q1: 191,097 shares; 2025Q2: 192,823 shares; 2025Q3: 211,342 shares; 2025Q4: 215,036 shares; 2026Q1: 256,621 shares 256,621 $3.79M <0.01% +41,585 Timeline UJAN 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: 31,489 shares; 2024Q4: 28,720 shares; 2025Q1: 28,102 shares; 2025Q2: 49,779 shares; 2025Q3: 55,659 shares; 2025Q4: 72,283 shares; 2026Q1: 89,049 shares 89,049 $3.79M <0.01% +16,766 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,837 shares; 2024Q4: 56,764 shares; 2025Q1: 58,194 shares; 2025Q2: 52,344 shares; 2025Q3: 51,958 shares; 2025Q4: 55,187 shares; 2026Q1: 40,546 shares 40,546 $3.78M <0.01% -14,641 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,121 shares; 2024Q4: 94,033 shares; 2025Q1: 93,026 shares; 2025Q2: 104,057 shares; 2025Q3: 103,944 shares; 2025Q4: 126,355 shares; 2026Q1: 106,570 shares 106,570 $3.78M <0.01% -19,785 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,066 shares; 2024Q4: 255,678 shares; 2025Q1: 273,148 shares; 2025Q2: 297,816 shares; 2025Q3: 299,247 shares; 2025Q4: 317,018 shares; 2026Q1: 321,741 shares 321,741 $3.77M <0.01% +4,723 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 28,583 shares; 2025Q4: 29,655 shares; 2026Q1: 39,382 shares 39,382 $3.75M <0.01% +9,727 Timeline SPEU 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: 16,189 shares; 2024Q4: 17,371 shares; 2025Q1: 53,371 shares; 2025Q2: 52,452 shares; 2025Q3: 59,751 shares; 2025Q4: 64,456 shares; 2026Q1: 73,168 shares 73,168 $3.75M <0.01% +8,712 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203,760 shares; 2025Q4: 245,723 shares; 2026Q1: 265,675 shares 265,675 $3.74M <0.01% +19,952 Timeline IAF ABRDN AUSTRALIA EQUITY FD IN More: the full row for ABRDN AUSTRALIA EQUITY FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263,034 shares; 2026Q1: 308,366 shares 308,366 $3.74M <0.01% +45,332 Timeline FTRI 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: 300,360 shares; 2024Q4: 231,321 shares; 2025Q1: 124,063 shares; 2025Q2: 122,691 shares; 2025Q3: 248,880 shares; 2025Q4: 211,736 shares; 2026Q1: 209,145 shares 209,145 $3.73M <0.01% -2,591 Timeline FYT 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: 12,126 shares; 2024Q4: 17,062 shares; 2025Q1: 23,738 shares; 2025Q2: 33,661 shares; 2025Q3: 50,393 shares; 2025Q4: 56,011 shares; 2026Q1: 60,279 shares 60,279 $3.72M <0.01% +4,268 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,430 shares; 2025Q1: 5,097 shares; 2025Q2: 5,257 shares; 2025Q3: 14,083 shares; 2025Q4: 13,202 shares; 2026Q1: 12,714 shares 12,714 $3.72M <0.01% -488 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,316 shares; 2024Q4: 117,933 shares; 2025Q1: 109,525 shares; 2025Q2: 98,219 shares; 2025Q3: 175,654 shares; 2025Q4: 164,296 shares; 2026Q1: 136,139 shares 136,139 $3.72M <0.01% -28,157 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,835 shares; 2024Q4: 54,128 shares; 2025Q1: 158,171 shares; 2025Q2: 83,528 shares; 2025Q3: 91,231 shares; 2025Q4: 193,888 shares; 2026Q1: 87,561 shares 87,561 $3.71M <0.01% -106,327 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 50,485 shares; 2025Q1: 77,626 shares; 2025Q2: 50,566 shares; 2025Q3: 55,535 shares; 2025Q4: 56,325 shares; 2026Q1: 45,834 shares 45,834 $3.71M <0.01% -10,491 Timeline NUEM 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: 46,338 shares; 2024Q4: 47,900 shares; 2025Q1: 46,494 shares; 2025Q2: 54,495 shares; 2025Q3: 90,076 shares; 2025Q4: 102,652 shares; 2026Q1: 100,913 shares 100,913 $3.71M <0.01% -1,739 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,403 shares; 2024Q4: 104,962 shares; 2025Q1: 120,034 shares; 2025Q2: 123,973 shares; 2025Q3: 148,920 shares; 2025Q4: 150,645 shares; 2026Q1: 150,896 shares 150,896 $3.7M <0.01% +251 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 13,269 shares; 2025Q1: 51,526 shares; 2025Q2: 40,498 shares; 2025Q3: 98,780 shares; 2025Q4: 102,286 shares; 2026Q1: 99,250 shares 99,250 $3.7M <0.01% -3,036 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,973 shares; 2024Q4: 41,664 shares; 2025Q1: 46,775 shares; 2025Q2: 47,308 shares; 2025Q3: 47,441 shares; 2025Q4: 58,022 shares; 2026Q1: 58,127 shares 58,127 $3.7M <0.01% +105 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,060 shares; 2025Q1: 21,090 shares; 2025Q2: 20,203 shares; 2025Q3: 23,576 shares; 2025Q4: 22,790 shares; 2026Q1: 86,958 shares 86,958 $3.69M <0.01% +64,168 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,826 shares; 2025Q2: 9,473 shares; 2025Q3: 72,700 shares; 2025Q4: 71,736 shares; 2026Q1: 76,916 shares 76,916 $3.69M <0.01% +5,180 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 8,274 shares; 2025Q1: 9,868 shares; 2025Q2: 4,682 shares; 2025Q3: 23,204 shares; 2025Q4: 21,982 shares; 2026Q1: 21,140 shares 21,140 $3.67M <0.01% -842 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,847 shares; 2024Q4: 12,858 shares; 2025Q1: 14,369 shares; 2025Q2: 15,481 shares; 2025Q3: 19,509 shares; 2025Q4: 23,510 shares; 2026Q1: 20,509 shares 20,509 $3.67M <0.01% -3,001 Timeline IDGT 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: 16,461 shares; 2025Q1: 22,219 shares; 2025Q2: 27,313 shares; 2025Q3: 29,595 shares; 2025Q4: 32,383 shares; 2026Q1: 37,476 shares 37,476 $3.66M <0.01% +5,093 Timeline SHE 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: 32,987 shares; 2024Q4: 31,300 shares; 2025Q1: 29,385 shares; 2025Q2: 29,387 shares; 2025Q3: 29,785 shares; 2025Q4: 28,972 shares; 2026Q1: 28,652 shares 28,652 $3.66M <0.01% -320 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 8,263 shares; 2025Q1: 16,963 shares; 2025Q2: 6,438 shares; 2025Q3: 33,121 shares; 2025Q4: 38,033 shares; 2026Q1: 42,497 shares 42,497 $3.66M <0.01% +4,464 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,839 shares; 2024Q4: 122,982 shares; 2025Q1: 191,530 shares; 2025Q2: 211,761 shares; 2025Q3: 233,514 shares; 2025Q4: 232,279 shares; 2026Q1: 218,758 shares 218,758 $3.66M <0.01% -13,521 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,141 shares; 2024Q4: 62,422 shares; 2025Q1: 83,988 shares; 2025Q2: 81,931 shares; 2025Q3: 94,217 shares; 2025Q4: 110,908 shares; 2026Q1: 109,287 shares 109,287 $3.65M <0.01% -1,621 Timeline RPG 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: 23,702 shares; 2024Q4: 26,084 shares; 2025Q1: 22,738 shares; 2025Q2: 22,420 shares; 2025Q3: 171,742 shares; 2025Q4: 171,348 shares; 2026Q1: 78,027 shares 78,027 $3.65M <0.01% -93,321 Timeline TOPT 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: 367,743 shares; 2025Q2: 19,443 shares; 2025Q3: 90,814 shares; 2025Q4: 94,377 shares; 2026Q1: 127,111 shares 127,111 $3.64M <0.01% +32,734 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,363 shares; 2024Q4: 46,010 shares; 2025Q1: 47,847 shares; 2025Q2: 48,030 shares; 2025Q3: 73,319 shares; 2025Q4: 61,006 shares; 2026Q1: 61,177 shares 61,177 $3.62M <0.01% +171 Timeline TRFM 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: 20,187 shares; 2024Q4: 21,337 shares; 2025Q1: 21,062 shares; 2025Q2: 21,162 shares; 2025Q3: 25,306 shares; 2025Q4: 44,591 shares; 2026Q1: 77,443 shares 77,443 $3.6M <0.01% +32,852 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,909 shares; 2024Q4: 66,322 shares; 2025Q1: 74,233 shares; 2025Q2: 76,017 shares; 2025Q3: 81,754 shares; 2025Q4: 71,913 shares; 2026Q1: 140,574 shares 140,574 $3.58M <0.01% +68,661 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,541 shares; 2024Q4: 58,936 shares; 2025Q1: 37,651 shares; 2025Q2: 33,134 shares; 2025Q3: 13,806 shares; 2025Q4: 16,456 shares; 2026Q1: 21,810 shares 21,810 $3.58M <0.01% +5,354 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,737 shares; 2024Q4: 24,049 shares; 2025Q1: 24,461 shares; 2025Q2: 23,923 shares; 2025Q3: 32,580 shares; 2025Q4: 48,529 shares; 2026Q1: 50,013 shares 50,013 $3.58M <0.01% +1,484 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,176 shares; 2024Q4: 48,938 shares; 2025Q1: 47,184 shares; 2025Q2: 45,977 shares; 2025Q3: 110,237 shares; 2025Q4: 110,484 shares; 2026Q1: 121,751 shares 121,751 $3.58M <0.01% +11,267 Timeline IGE 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: 18,792 shares; 2024Q4: 19,871 shares; 2025Q1: 26,817 shares; 2025Q2: 28,503 shares; 2025Q3: 54,335 shares; 2025Q4: 56,035 shares; 2026Q1: 56,698 shares 56,698 $3.57M <0.01% +663 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,361 shares; 2024Q4: 270,287 shares; 2025Q1: 267,660 shares; 2025Q2: 272,052 shares; 2025Q3: 249,969 shares; 2025Q4: 234,954 shares; 2026Q1: 239,550 shares 239,550 $3.57M <0.01% +4,596 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,313 shares; 2025Q2: 25,501 shares; 2025Q3: 36,705 shares; 2025Q4: 57,080 shares; 2026Q1: 90,713 shares 90,713 $3.57M <0.01% +33,633 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,699 shares; 2025Q2: 50,419 shares; 2025Q3: 97,038 shares; 2025Q4: 136,319 shares; 2026Q1: 173,202 shares 173,202 $3.57M <0.01% +36,883 Timeline IBHH 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: 25,535 shares; 2024Q4: 41,442 shares; 2025Q1: 59,503 shares; 2025Q2: 61,068 shares; 2025Q3: 62,459 shares; 2025Q4: 151,465 shares; 2026Q1: 151,669 shares 151,669 $3.56M <0.01% +204 Timeline SRVR 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: 82,661 shares; 2024Q4: 95,097 shares; 2025Q1: 91,785 shares; 2025Q2: 88,732 shares; 2025Q3: 126,713 shares; 2025Q4: 124,549 shares; 2026Q1: 113,961 shares 113,961 $3.56M <0.01% -10,588 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,470 shares; 2024Q4: 88,626 shares; 2025Q1: 84,587 shares; 2025Q2: 84,756 shares; 2025Q3: 120,082 shares; 2025Q4: 111,815 shares; 2026Q1: 110,645 shares 110,645 $3.56M <0.01% -1,170 Timeline PDP 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: 28,792 shares; 2024Q4: 25,390 shares; 2025Q1: 26,103 shares; 2025Q2: 26,304 shares; 2025Q3: 28,046 shares; 2025Q4: 28,427 shares; 2026Q1: 29,460 shares 29,460 $3.56M <0.01% +1,033 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,832 shares; 2024Q4: 51,687 shares; 2025Q1: 59,122 shares; 2025Q2: 58,589 shares; 2025Q3: 111,722 shares; 2025Q4: 103,725 shares; 2026Q1: 108,503 shares 108,503 $3.55M <0.01% +4,778 Timeline EELV 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: 115,095 shares; 2025Q2: 107,339 shares; 2025Q3: 137,426 shares; 2025Q4: 125,142 shares; 2026Q1: 126,486 shares 126,486 $3.55M <0.01% +1,344 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,727 shares; 2024Q4: 57,493 shares; 2025Q1: 74,660 shares; 2025Q2: 64,634 shares; 2025Q3: 63,013 shares; 2025Q4: 61,598 shares; 2026Q1: 72,040 shares 72,040 $3.54M <0.01% +10,442 Timeline OCTT 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: 45,306 shares; 2024Q4: 63,567 shares; 2025Q1: 63,166 shares; 2025Q2: 62,937 shares; 2025Q3: 73,301 shares; 2025Q4: 79,821 shares; 2026Q1: 83,681 shares 83,681 $3.54M <0.01% +3,860 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,074 shares; 2024Q4: 24,795 shares; 2025Q1: 28,216 shares; 2025Q2: 29,127 shares; 2025Q3: 19,847 shares; 2025Q4: 17,114 shares; 2026Q1: 17,337 shares 17,337 $3.54M <0.01% +223 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,699 shares; 2024Q4: 145,405 shares; 2025Q1: 154,608 shares; 2025Q2: 192,814 shares; 2025Q3: 196,083 shares; 2025Q4: 151,179 shares; 2026Q1: 153,359 shares 153,359 $3.54M <0.01% +2,180 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 16,509 shares; 2025Q1: 20,440 shares; 2025Q2: 19,730 shares; 2025Q3: 26,449 shares; 2025Q4: 32,733 shares; 2026Q1: 44,621 shares 44,621 $3.53M <0.01% +11,888 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,027 shares; 2024Q4: 78,995 shares; 2025Q1: 85,234 shares; 2025Q2: 80,573 shares; 2025Q3: 125,629 shares; 2025Q4: 132,118 shares; 2026Q1: 145,255 shares 145,255 $3.53M <0.01% +13,137 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,393 shares; 2024Q4: 101,240 shares; 2025Q1: 115,475 shares; 2025Q2: 125,648 shares; 2025Q3: 171,132 shares; 2025Q4: 175,664 shares; 2026Q1: 200,730 shares 200,730 $3.53M <0.01% +25,066 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,350 shares; 2024Q4: 78,830 shares; 2025Q1: 96,702 shares; 2025Q2: 97,860 shares; 2025Q3: 132,935 shares; 2025Q4: 92,214 shares; 2026Q1: 98,789 shares 98,789 $3.53M <0.01% +6,575 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,263 shares; 2024Q4: 54,334 shares; 2025Q1: 50,880 shares; 2025Q2: 48,046 shares; 2025Q3: 58,924 shares; 2025Q4: 56,949 shares; 2026Q1: 39,884 shares 39,884 $3.53M <0.01% -17,065 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,412 shares; 2024Q4: 303,699 shares; 2025Q1: 311,376 shares; 2025Q2: 325,697 shares; 2025Q3: 325,726 shares; 2025Q4: 279,653 shares; 2026Q1: 187,101 shares 187,101 $3.52M <0.01% -92,552 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 12,605 shares; 2025Q1: 12,003 shares; 2025Q2: 11,447 shares; 2025Q3: 15,527 shares; 2025Q4: 15,686 shares; 2026Q1: 15,684 shares 15,684 $3.52M <0.01% -2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,762 shares; 2024Q4: 23,107 shares; 2025Q1: 26,280 shares; 2025Q2: 26,006 shares; 2025Q3: 28,691 shares; 2025Q4: 26,756 shares; 2026Q1: 28,547 shares 28,547 $3.52M <0.01% +1,791 Timeline AFGR 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: 77,964 shares; 2024Q4: 95,601 shares; 2025Q1: 100,447 shares; 2025Q2: 104,875 shares; 2025Q3: 113,521 shares; 2025Q4: 109,111 shares; 2026Q1: 112,186 shares 112,186 $3.52M <0.01% +3,075 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,464 shares; 2024Q4: 129,350 shares; 2025Q1: 210,703 shares; 2025Q2: 250,323 shares; 2025Q3: 352,867 shares; 2025Q4: 347,164 shares; 2026Q1: 316,490 shares 316,490 $3.5M <0.01% -30,674 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: not reported; 2025Q1: 8,018 shares; 2025Q2: 10,488 shares; 2025Q3: 42,033 shares; 2025Q4: 40,980 shares; 2026Q1: 35,954 shares 35,954 $3.49M <0.01% -5,026 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,396 shares; 2024Q4: 209,246 shares; 2025Q1: 211,501 shares; 2025Q2: 218,674 shares; 2025Q3: 230,564 shares; 2025Q4: 233,061 shares; 2026Q1: 241,711 shares 241,711 $3.49M <0.01% +8,650 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 31,928 shares; 2025Q1: 21,785 shares; 2025Q2: 20,595 shares; 2025Q3: 22,154 shares; 2025Q4: 24,849 shares; 2026Q1: 34,308 shares 34,308 $3.48M <0.01% +9,459 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,054 shares; 2024Q4: 42,074 shares; 2025Q1: 45,169 shares; 2025Q2: 45,954 shares; 2025Q3: 60,029 shares; 2025Q4: 55,360 shares; 2026Q1: 53,865 shares 53,865 $3.48M <0.01% -1,495 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,018 shares; 2025Q2: 6,446 shares; 2025Q3: 63,916 shares; 2025Q4: 64,608 shares; 2026Q1: 65,321 shares 65,321 $3.48M <0.01% +713 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 251 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 293 shares; 2025Q4: 278 shares; 2026Q1: 527 shares 527 $3.47M <0.01% +249 Timeline KNOV 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: 25,653 shares; 2025Q1: 24,080 shares; 2025Q2: 28,480 shares; 2025Q3: 29,155 shares; 2025Q4: 118,316 shares; 2026Q1: 120,935 shares 120,935 $3.47M <0.01% +2,619 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 20,727 shares; 2025Q1: 22,438 shares; 2025Q2: 18,562 shares; 2025Q3: 26,089 shares; 2025Q4: 28,733 shares; 2026Q1: 24,095 shares 24,095 $3.46M <0.01% -4,638 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,248 shares; 2024Q4: 99,099 shares; 2025Q1: 121,283 shares; 2025Q2: 132,297 shares; 2025Q3: 155,594 shares; 2025Q4: 111,755 shares; 2026Q1: 46,416 shares 46,416 $3.46M <0.01% -65,339 Timeline IBDW 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: 41,405 shares; 2024Q4: 70,032 shares; 2025Q1: 94,441 shares; 2025Q2: 109,874 shares; 2025Q3: 132,059 shares; 2025Q4: 140,129 shares; 2026Q1: 165,005 shares 165,005 $3.45M <0.01% +24,876 Timeline QVML 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: 138,534 shares; 2024Q4: 128,440 shares; 2025Q1: 126,856 shares; 2025Q2: 124,190 shares; 2025Q3: 143,660 shares; 2025Q4: 139,283 shares; 2026Q1: 90,188 shares 90,188 $3.45M <0.01% -49,095 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,754 shares; 2024Q4: 933,390 shares; 2025Q1: 948,688 shares; 2025Q2: 954,140 shares; 2025Q3: 837,832 shares; 2025Q4: 942,610 shares; 2026Q1: 976,784 shares 976,784 $3.45M <0.01% +34,174 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,941 shares; 2024Q4: 21,621 shares; 2025Q1: 23,937 shares; 2025Q2: 28,876 shares; 2025Q3: 44,766 shares; 2025Q4: 52,217 shares; 2026Q1: 313,561 shares 313,561 $3.44M <0.01% +261,344 Timeline ROBT 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: 41,911 shares; 2024Q4: 41,856 shares; 2025Q1: 49,821 shares; 2025Q2: 57,577 shares; 2025Q3: 64,722 shares; 2025Q4: 75,884 shares; 2026Q1: 74,512 shares 74,512 $3.44M <0.01% -1,372 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,617 shares; 2024Q4: 40,020 shares; 2025Q1: 41,819 shares; 2025Q2: 41,825 shares; 2025Q3: 45,073 shares; 2025Q4: 49,540 shares; 2026Q1: 35,877 shares 35,877 $3.44M <0.01% -13,663 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 7,171 shares; 2025Q1: 10,110 shares; 2025Q2: 10,590 shares; 2025Q3: 12,716 shares; 2025Q4: 13,229 shares; 2026Q1: 13,900 shares 13,900 $3.43M <0.01% +671 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,108 shares; 2024Q4: 19,278 shares; 2025Q1: 38,886 shares; 2025Q2: 57,006 shares; 2025Q3: 71,492 shares; 2025Q4: 84,937 shares; 2026Q1: 115,477 shares 115,477 $3.43M <0.01% +30,540 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,945 shares; 2024Q4: 69,060 shares; 2025Q1: 77,508 shares; 2025Q2: 80,148 shares; 2025Q3: 83,264 shares; 2025Q4: 61,762 shares; 2026Q1: 62,077 shares 62,077 $3.43M <0.01% +315 Timeline SPHB 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: 5,839 shares; 2024Q4: 5,856 shares; 2025Q1: 5,586 shares; 2025Q2: 5,618 shares; 2025Q3: 22,631 shares; 2025Q4: 22,789 shares; 2026Q1: 29,595 shares 29,595 $3.43M <0.01% +6,806 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,753 shares; 2025Q1: 8,522 shares; 2025Q2: 12,319 shares; 2025Q3: 28,657 shares; 2025Q4: 31,356 shares; 2026Q1: 31,429 shares 31,429 $3.43M <0.01% +73 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,850 shares; 2025Q2: 30,120 shares; 2025Q3: 38,887 shares; 2025Q4: 49,748 shares; 2026Q1: 80,487 shares 80,487 $3.43M <0.01% +30,739 Timeline SMLV 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: 2,189 shares; 2024Q4: 3,285 shares; 2025Q1: 5,680 shares; 2025Q2: 8,225 shares; 2025Q3: 21,992 shares; 2025Q4: 25,464 shares; 2026Q1: 24,982 shares 24,982 $3.42M <0.01% -482 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,439 shares; 2024Q4: 122,339 shares; 2025Q1: 139,499 shares; 2025Q2: 151,755 shares; 2025Q3: 282,345 shares; 2025Q4: 254,378 shares; 2026Q1: 277,937 shares 277,937 $3.42M <0.01% +23,559 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,841 shares; 2026Q1: 127,891 shares 127,891 $3.42M <0.01% +26,050 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,047 shares; 2024Q4: 42,556 shares; 2025Q1: 44,471 shares; 2025Q2: 51,587 shares; 2025Q3: 53,220 shares; 2025Q4: 68,594 shares; 2026Q1: 78,645 shares 78,645 $3.42M <0.01% +10,051 Timeline MMSC 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: 14,262 shares; 2024Q4: 25,637 shares; 2025Q1: 36,610 shares; 2025Q2: 31,398 shares; 2025Q3: 24,710 shares; 2025Q4: 73,237 shares; 2026Q1: 143,888 shares 143,888 $3.41M <0.01% +70,651 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,113 shares; 2024Q4: 185,076 shares; 2025Q1: 202,997 shares; 2025Q2: 220,059 shares; 2025Q3: 394,196 shares; 2025Q4: 390,781 shares; 2026Q1: 453,542 shares 453,542 $3.41M <0.01% +62,761 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,527 shares; 2025Q3: 42,912 shares; 2025Q4: 92,936 shares; 2026Q1: 116,219 shares 116,219 $3.4M <0.01% +23,283 Timeline CRAK 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: 16,448 shares; 2024Q4: 88,438 shares; 2025Q1: 99,220 shares; 2025Q2: 116,408 shares; 2025Q3: 106,184 shares; 2025Q4: 103,429 shares; 2026Q1: 68,873 shares 68,873 $3.4M <0.01% -34,556 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,754 shares; 2025Q1: 7,666 shares; 2025Q2: 9,149 shares; 2025Q3: 12,292 shares; 2025Q4: 11,669 shares; 2026Q1: 13,337 shares 13,337 $3.39M <0.01% +1,668 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,294 shares; 2024Q4: 17,822 shares; 2025Q1: 19,679 shares; 2025Q2: 23,058 shares; 2025Q3: 35,828 shares; 2025Q4: 36,868 shares; 2026Q1: 36,080 shares 36,080 $3.39M <0.01% -788 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,425 shares; 2024Q4: 52,869 shares; 2025Q1: 55,281 shares; 2025Q2: 73,088 shares; 2025Q3: 99,161 shares; 2025Q4: 104,278 shares; 2026Q1: 91,616 shares 91,616 $3.39M <0.01% -12,662 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,558 shares; 2024Q4: 39,900 shares; 2025Q1: 49,223 shares; 2025Q2: 43,840 shares; 2025Q3: 50,569 shares; 2025Q4: 49,143 shares; 2026Q1: 41,118 shares 41,118 $3.39M <0.01% -8,025 Timeline FEMS 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: 193,341 shares; 2024Q4: 58,162 shares; 2025Q1: 63,377 shares; 2025Q2: 62,344 shares; 2025Q3: 71,558 shares; 2025Q4: 69,995 shares; 2026Q1: 74,175 shares 74,175 $3.38M <0.01% +4,180 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,344 shares 106,344 $3.38M <0.01% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,421 shares; 2024Q4: 29,815 shares; 2025Q1: 16,682 shares; 2025Q2: 16,626 shares; 2025Q3: 22,380 shares; 2025Q4: 21,361 shares; 2026Q1: 108,019 shares 108,019 $3.37M <0.01% +86,658 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,542 shares; 2025Q2: 60,341 shares; 2025Q3: 57,820 shares; 2025Q4: 57,998 shares; 2026Q1: 350,425 shares 350,425 $3.36M <0.01% +292,427 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 27,307 shares; 2025Q1: 25,299 shares; 2025Q2: 26,483 shares; 2025Q3: 56,162 shares; 2025Q4: 52,383 shares; 2026Q1: 50,983 shares 50,983 $3.36M <0.01% -1,400 Timeline KJUL 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: 95,072 shares; 2024Q4: 93,779 shares; 2025Q1: 102,343 shares; 2025Q2: 94,739 shares; 2025Q3: 128,581 shares; 2025Q4: 108,640 shares; 2026Q1: 104,716 shares 104,716 $3.35M <0.01% -3,924 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,104 shares; 2024Q4: 15,732 shares; 2025Q1: 17,581 shares; 2025Q2: 17,511 shares; 2025Q3: 28,410 shares; 2025Q4: 53,804 shares; 2026Q1: 30,244 shares 30,244 $3.35M <0.01% -23,560 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,738 shares; 2024Q4: 28,002 shares; 2025Q1: 27,133 shares; 2025Q2: 30,421 shares; 2025Q3: 31,391 shares; 2025Q4: 30,193 shares; 2026Q1: 33,863 shares 33,863 $3.35M <0.01% +3,670 Timeline EDOW 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: 52,114 shares; 2024Q4: 56,649 shares; 2025Q1: 57,104 shares; 2025Q2: 57,057 shares; 2025Q3: 57,905 shares; 2025Q4: 56,150 shares; 2026Q1: 82,275 shares 82,275 $3.34M <0.01% +26,125 Timeline JHMD 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: 15,305 shares; 2024Q4: 15,111 shares; 2025Q1: 14,980 shares; 2025Q2: 17,113 shares; 2025Q3: 65,093 shares; 2025Q4: 78,640 shares; 2026Q1: 78,529 shares 78,529 $3.33M <0.01% -111 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 16,052 shares; 2025Q1: 23,213 shares; 2025Q2: 22,690 shares; 2025Q3: 164,125 shares; 2025Q4: 140,247 shares; 2026Q1: 133,659 shares 133,659 $3.33M <0.01% -6,588 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,452 shares; 2024Q4: 405,978 shares; 2025Q1: 382,158 shares; 2025Q2: 326,007 shares; 2025Q3: 279,278 shares; 2025Q4: 275,326 shares; 2026Q1: 257,939 shares 257,939 $3.32M <0.01% -17,387 Timeline DTEC 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: 108,663 shares; 2024Q4: 120,570 shares; 2025Q1: 121,151 shares; 2025Q2: 121,746 shares; 2025Q3: 123,975 shares; 2025Q4: 127,549 shares; 2026Q1: 76,533 shares 76,533 $3.31M <0.01% -51,016 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,685 shares; 2024Q4: 30,887 shares; 2025Q1: 34,183 shares; 2025Q2: 35,811 shares; 2025Q3: 50,582 shares; 2025Q4: 53,348 shares; 2026Q1: 58,470 shares 58,470 $3.31M <0.01% +5,122 Timeline INCE 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: 32,418 shares; 2024Q4: 29,390 shares; 2025Q1: 28,236 shares; 2025Q2: 19,596 shares; 2025Q3: 23,348 shares; 2025Q4: 20,417 shares; 2026Q1: 51,130 shares 51,130 $3.31M <0.01% +30,713 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,687 shares; 2025Q1: 8,951 shares; 2025Q2: 9,970 shares; 2025Q3: 12,429 shares; 2025Q4: 11,526 shares; 2026Q1: 15,586 shares 15,586 $3.29M <0.01% +4,060 Timeline TDV 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: 26,496 shares; 2024Q4: 25,642 shares; 2025Q1: 25,713 shares; 2025Q2: 24,881 shares; 2025Q3: 37,813 shares; 2025Q4: 37,105 shares; 2026Q1: 38,837 shares 38,837 $3.29M <0.01% +1,732 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 19,371 shares; 2025Q1: 22,396 shares; 2025Q2: 27,486 shares; 2025Q3: 39,421 shares; 2025Q4: 37,747 shares; 2026Q1: 41,735 shares 41,735 $3.28M <0.01% +3,988 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,409 shares; 2025Q2: 24,926 shares; 2025Q3: 29,429 shares; 2025Q4: 41,321 shares; 2026Q1: 65,999 shares 65,999 $3.28M <0.01% +24,678 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,256 shares; 2024Q4: 87,250 shares; 2025Q1: 98,138 shares; 2025Q2: 81,032 shares; 2025Q3: 79,266 shares; 2025Q4: 81,992 shares; 2026Q1: 79,864 shares 79,864 $3.28M <0.01% -2,128 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 6,936 shares; 2025Q1: 6,999 shares; 2025Q2: 7,195 shares; 2025Q3: 12,055 shares; 2025Q4: 32,371 shares; 2026Q1: 14,786 shares 14,786 $3.27M <0.01% -17,585 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 26,316 shares; 2025Q1: 27,972 shares; 2025Q2: 34,052 shares; 2025Q3: 36,155 shares; 2025Q4: 43,338 shares; 2026Q1: 49,414 shares 49,414 $3.27M <0.01% +6,076 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 17,567 shares; 2025Q1: 17,155 shares; 2025Q2: 17,000 shares; 2025Q3: 17,020 shares; 2025Q4: 61,370 shares; 2026Q1: 59,906 shares 59,906 $3.26M <0.01% -1,464 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,106 shares; 2024Q4: 36,248 shares; 2025Q1: 33,243 shares; 2025Q2: 36,904 shares; 2025Q3: 72,458 shares; 2025Q4: 70,128 shares; 2026Q1: 64,654 shares 64,654 $3.26M <0.01% -5,474 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 10,896 shares; 2025Q1: 10,904 shares; 2025Q2: 10,138 shares; 2025Q3: 12,088 shares; 2025Q4: 12,173 shares; 2026Q1: 12,263 shares 12,263 $3.26M <0.01% +90 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,817 shares; 2025Q1: 34,567 shares; 2025Q2: 59,033 shares; 2025Q3: 109,222 shares; 2025Q4: 90,873 shares; 2026Q1: 84,964 shares 84,964 $3.25M <0.01% -5,909 Timeline XB 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: 29,039 shares; 2025Q2: 29,318 shares; 2025Q3: 30,421 shares; 2025Q4: 79,015 shares; 2026Q1: 83,257 shares 83,257 $3.24M <0.01% +4,242 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,779 shares; 2025Q1: 4,937 shares; 2025Q2: 5,000 shares; 2025Q3: 7,794 shares; 2025Q4: 6,365 shares; 2026Q1: 5,976 shares 5,976 $3.23M <0.01% -389 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,201 shares; 2024Q4: 30,859 shares; 2025Q1: 47,145 shares; 2025Q2: 34,456 shares; 2025Q3: 128,559 shares; 2025Q4: 118,967 shares; 2026Q1: 119,974 shares 119,974 $3.23M <0.01% +1,007 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,091 shares; 2024Q4: 55,460 shares; 2025Q1: 53,713 shares; 2025Q2: 64,809 shares; 2025Q3: 93,684 shares; 2025Q4: 86,937 shares; 2026Q1: 97,330 shares 97,330 $3.23M <0.01% +10,393 Timeline BNOV 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: 36,838 shares; 2024Q4: 47,089 shares; 2025Q1: 44,668 shares; 2025Q2: 50,193 shares; 2025Q3: 42,384 shares; 2025Q4: 67,719 shares; 2026Q1: 74,710 shares 74,710 $3.21M <0.01% +6,991 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,727 shares; 2025Q1: 17,088 shares; 2025Q2: 15,588 shares; 2025Q3: 15,588 shares; 2025Q4: 103,758 shares; 2026Q1: 115,326 shares 115,326 $3.21M <0.01% +11,568 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,362 shares; 2024Q4: 149,207 shares; 2025Q1: 150,506 shares; 2025Q2: 149,468 shares; 2025Q3: 149,654 shares; 2025Q4: 150,522 shares; 2026Q1: 146,764 shares 146,764 $3.21M <0.01% -3,758 Timeline BBHY 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: 108,941 shares; 2024Q4: 111,881 shares; 2025Q1: 145,839 shares; 2025Q2: 74,491 shares; 2025Q3: 86,453 shares; 2025Q4: 96,543 shares; 2026Q1: 70,015 shares 70,015 $3.21M <0.01% -26,528 Timeline BAB 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: 77,864 shares; 2024Q4: 87,598 shares; 2025Q1: 82,013 shares; 2025Q2: 81,990 shares; 2025Q3: 81,298 shares; 2025Q4: 84,788 shares; 2026Q1: 119,002 shares 119,002 $3.21M <0.01% +34,214 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,664 shares; 2024Q4: 133,693 shares; 2025Q1: 122,118 shares; 2025Q2: 130,120 shares; 2025Q3: 128,943 shares; 2025Q4: 108,154 shares; 2026Q1: 83,068 shares 83,068 $3.21M <0.01% -25,086 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 4,831 shares; 2025Q1: 22,842 shares; 2025Q2: 26,193 shares; 2025Q3: 34,945 shares; 2025Q4: 36,451 shares; 2026Q1: 29,122 shares 29,122 $3.2M <0.01% -7,329 Timeline XRMI 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: 105,713 shares; 2024Q4: 107,685 shares; 2025Q1: 101,992 shares; 2025Q2: 124,524 shares; 2025Q3: 134,908 shares; 2025Q4: 151,052 shares; 2026Q1: 188,730 shares 188,730 $3.19M <0.01% +37,678 Timeline TIPX 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: 85,843 shares; 2024Q4: 93,164 shares; 2025Q1: 119,202 shares; 2025Q2: 126,654 shares; 2025Q3: 145,527 shares; 2025Q4: 152,343 shares; 2026Q1: 166,047 shares 166,047 $3.19M <0.01% +13,704 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 14,290 shares; 2025Q1: 15,694 shares; 2025Q2: 23,590 shares; 2025Q3: 43,400 shares; 2025Q4: 43,495 shares; 2026Q1: 48,844 shares 48,844 $3.19M <0.01% +5,349 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 29,081 shares; 2025Q1: 59,660 shares; 2025Q2: 72,589 shares; 2025Q3: 146,068 shares; 2025Q4: 55,447 shares; 2026Q1: 60,869 shares 60,869 $3.19M <0.01% +5,422 Timeline RWO 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: 41,371 shares; 2024Q4: 43,168 shares; 2025Q1: 41,868 shares; 2025Q2: 42,051 shares; 2025Q3: 65,774 shares; 2025Q4: 68,611 shares; 2026Q1: 69,507 shares 69,507 $3.18M <0.01% +896 Timeline MINO 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: 10,498 shares; 2024Q4: 9,083 shares; 2025Q1: 6,833 shares; 2025Q2: 6,833 shares; 2025Q3: 37,579 shares; 2025Q4: 62,603 shares; 2026Q1: 70,370 shares 70,370 $3.18M <0.01% +7,767 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,168 shares; 2024Q4: 202,230 shares; 2025Q1: 154,848 shares; 2025Q2: 158,637 shares; 2025Q3: 180,423 shares; 2025Q4: 187,665 shares; 2026Q1: 94,107 shares 94,107 $3.18M <0.01% -93,558 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,014 shares; 2024Q4: 11,569 shares; 2025Q1: 14,461 shares; 2025Q2: 12,287 shares; 2025Q3: 22,044 shares; 2025Q4: 57,305 shares; 2026Q1: 57,676 shares 57,676 $3.17M <0.01% +371 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,844 shares; 2024Q4: 123,518 shares; 2025Q1: 133,025 shares; 2025Q2: 135,115 shares; 2025Q3: 141,917 shares; 2025Q4: 144,000 shares; 2026Q1: 137,900 shares 137,900 $3.16M <0.01% -6,100 Timeline DAPR 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: 32,660 shares; 2024Q4: 104,074 shares; 2025Q1: 51,772 shares; 2025Q2: 157,978 shares; 2025Q3: 162,125 shares; 2025Q4: 165,608 shares; 2026Q1: 79,310 shares 79,310 $3.15M <0.01% -86,298 Timeline BIZD 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: 85,335 shares; 2024Q4: 123,606 shares; 2025Q1: 108,427 shares; 2025Q2: 120,429 shares; 2025Q3: 296,171 shares; 2025Q4: 239,859 shares; 2026Q1: 246,334 shares 246,334 $3.15M <0.01% +6,475 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,921 shares; 2024Q4: 396,081 shares; 2025Q1: 104,949 shares; 2025Q2: 107,152 shares; 2025Q3: 157,387 shares; 2025Q4: 153,714 shares; 2026Q1: 163,796 shares 163,796 $3.15M <0.01% +10,082 Timeline FEMB 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: 78,552 shares; 2024Q4: 55,461 shares; 2025Q1: 47,413 shares; 2025Q2: 58,302 shares; 2025Q3: 71,335 shares; 2025Q4: 91,225 shares; 2026Q1: 109,529 shares 109,529 $3.15M <0.01% +18,304 Timeline EMHY 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: 65,109 shares; 2024Q4: 82,933 shares; 2025Q1: 111,921 shares; 2025Q2: 98,380 shares; 2025Q3: 113,273 shares; 2025Q4: 112,413 shares; 2026Q1: 79,866 shares 79,866 $3.15M <0.01% -32,547 Timeline QMNV 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: 17,645 shares; 2025Q1: 56,958 shares; 2025Q2: 58,079 shares; 2025Q3: 63,923 shares; 2025Q4: 126,542 shares; 2026Q1: 137,781 shares 137,781 $3.14M <0.01% +11,239 Timeline MARW 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: 90,090 shares; 2024Q4: 89,984 shares; 2025Q1: 70,927 shares; 2025Q2: 77,673 shares; 2025Q3: 80,364 shares; 2025Q4: 83,038 shares; 2026Q1: 92,049 shares 92,049 $3.14M <0.01% +9,011 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,665 shares; 2024Q4: 47,912 shares; 2025Q1: 59,086 shares; 2025Q2: 65,536 shares; 2025Q3: 109,536 shares; 2025Q4: 195,022 shares; 2026Q1: 168,373 shares 168,373 $3.14M <0.01% -26,649 Timeline XIDV 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: 89,418 shares; 2025Q3: 92,063 shares; 2025Q4: 90,861 shares; 2026Q1: 86,428 shares 86,428 $3.14M <0.01% -4,433 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,694 shares; 2025Q1: 4,033 shares; 2025Q2: 5,127 shares; 2025Q3: 22,123 shares; 2025Q4: 22,295 shares; 2026Q1: 24,187 shares 24,187 $3.14M <0.01% +1,892 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,849 shares; 2024Q4: 61,331 shares; 2025Q1: 62,343 shares; 2025Q2: 69,757 shares; 2025Q3: 59,076 shares; 2025Q4: 54,094 shares; 2026Q1: 54,044 shares 54,044 $3.13M <0.01% -50 Timeline VPL 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: 91,566 shares; 2024Q4: 93,911 shares; 2025Q1: 94,831 shares; 2025Q2: 52,626 shares; 2025Q3: 59,442 shares; 2025Q4: 59,026 shares; 2026Q1: 32,001 shares 32,001 $3.13M <0.01% -27,025 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,271 shares; 2024Q4: 16,437 shares; 2025Q1: 13,986 shares; 2025Q2: 13,862 shares; 2025Q3: 16,080 shares; 2025Q4: 20,786 shares; 2026Q1: 24,568 shares 24,568 $3.13M <0.01% +3,782 Timeline RVI ROBINHOOD VENTURES FD I More: the full row for ROBINHOOD VENTURES FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,583 shares 117,583 $3.12M <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 27,926 shares; 2025Q1: 26,466 shares; 2025Q2: 31,723 shares; 2025Q3: 44,759 shares; 2025Q4: 46,611 shares; 2026Q1: 43,451 shares 43,451 $3.12M <0.01% -3,160 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,116 shares; 2024Q4: 121,965 shares; 2025Q1: 152,210 shares; 2025Q2: 152,306 shares; 2025Q3: 180,627 shares; 2025Q4: 158,762 shares; 2026Q1: 157,517 shares 157,517 $3.11M <0.01% -1,245 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,661 shares; 2024Q4: 45,861 shares; 2025Q1: 31,893 shares; 2025Q2: 36,389 shares; 2025Q3: 116,543 shares; 2025Q4: 106,804 shares; 2026Q1: 107,051 shares 107,051 $3.11M <0.01% +247 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,530 shares; 2024Q4: 98,054 shares; 2025Q1: 96,799 shares; 2025Q2: 100,753 shares; 2025Q3: 92,607 shares; 2025Q4: 89,853 shares; 2026Q1: 180,395 shares 180,395 $3.11M <0.01% +90,542 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,998 shares; 2024Q4: 67,307 shares; 2025Q1: 32,970 shares; 2025Q2: 43,242 shares; 2025Q3: 42,889 shares; 2025Q4: 43,643 shares; 2026Q1: 85,956 shares 85,956 $3.11M <0.01% +42,313 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 34,871 shares; 2025Q1: 37,843 shares; 2025Q2: 36,247 shares; 2025Q3: 56,258 shares; 2025Q4: 56,840 shares; 2026Q1: 54,503 shares 54,503 $3.11M <0.01% -2,337 Timeline FLIA 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: 131,454 shares; 2025Q2: 135,608 shares; 2025Q3: 141,119 shares; 2025Q4: 153,124 shares; 2026Q1: 153,307 shares 153,307 $3.11M <0.01% +183 Timeline XPH 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: 8,347 shares; 2024Q4: 7,629 shares; 2025Q1: 6,629 shares; 2025Q2: 6,589 shares; 2025Q3: 69,295 shares; 2025Q4: 80,978 shares; 2026Q1: 57,323 shares 57,323 $3.1M <0.01% -23,655 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,577 shares; 2025Q4: 50,630 shares; 2026Q1: 95,740 shares 95,740 $3.1M <0.01% +45,110 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,041 shares; 2024Q4: 335,793 shares; 2025Q1: 372,667 shares; 2025Q2: 372,357 shares; 2025Q3: 456,839 shares; 2025Q4: 491,954 shares; 2026Q1: 557,956 shares 557,956 $3.1M <0.01% +66,002 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,899 shares; 2024Q4: 27,155 shares; 2025Q1: 27,524 shares; 2025Q2: 27,792 shares; 2025Q3: 31,486 shares; 2025Q4: 31,918 shares; 2026Q1: 32,581 shares 32,581 $3.09M <0.01% +663 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,107 shares; 2024Q4: 60,595 shares; 2025Q1: 80,424 shares; 2025Q2: 80,772 shares; 2025Q3: 77,503 shares; 2025Q4: 75,014 shares; 2026Q1: 86,909 shares 86,909 $3.09M <0.01% +11,895 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,429 shares; 2024Q4: 272,004 shares; 2025Q1: 277,869 shares; 2025Q2: 268,869 shares; 2025Q3: 245,669 shares; 2025Q4: 243,669 shares; 2026Q1: 250,049 shares 250,049 $3.08M <0.01% +6,380 Timeline DWX 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: 86,824 shares; 2024Q4: 87,752 shares; 2025Q1: 79,040 shares; 2025Q2: 91,850 shares; 2025Q3: 110,375 shares; 2025Q4: 98,687 shares; 2026Q1: 67,595 shares 67,595 $3.08M <0.01% -31,092 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,432 shares; 2025Q1: 30,484 shares; 2025Q2: 66,427 shares; 2025Q3: 42,105 shares; 2025Q4: 54,050 shares; 2026Q1: 45,676 shares 45,676 $3.08M <0.01% -8,374 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,774 shares 123,774 $3.07M <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,387 shares; 2024Q4: 53,248 shares; 2025Q1: 64,995 shares; 2025Q2: 91,295 shares; 2025Q3: 109,582 shares; 2025Q4: 111,156 shares; 2026Q1: 115,791 shares 115,791 $3.07M <0.01% +4,635 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,537 shares; 2026Q1: 137,247 shares 137,247 $3.07M <0.01% +40,710 Timeline DNL 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: 48,269 shares; 2024Q4: 43,564 shares; 2025Q1: 83,207 shares; 2025Q2: 78,512 shares; 2025Q3: 112,293 shares; 2025Q4: 81,016 shares; 2026Q1: 75,910 shares 75,910 $3.06M <0.01% -5,106 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,989 shares; 2024Q4: 68,905 shares; 2025Q1: 72,340 shares; 2025Q2: 56,808 shares; 2025Q3: 64,337 shares; 2025Q4: 32,542 shares; 2026Q1: 51,842 shares 51,842 $3.06M <0.01% +19,300 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: 34,033 shares; 2025Q1: 36,417 shares; 2025Q2: 50,304 shares; 2025Q3: 122,191 shares; 2025Q4: 152,559 shares; 2026Q1: 106,248 shares 106,248 $3.06M <0.01% -46,311 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,856 shares; 2024Q4: 90,204 shares; 2025Q1: 92,316 shares; 2025Q2: 51,807 shares; 2025Q3: 55,267 shares; 2025Q4: 62,806 shares; 2026Q1: 64,283 shares 64,283 $3.05M <0.01% +1,477 Timeline GAUG 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: 70,805 shares; 2024Q4: 57,662 shares; 2025Q1: 56,244 shares; 2025Q2: 63,051 shares; 2025Q3: 77,371 shares; 2025Q4: 77,031 shares; 2026Q1: 78,636 shares 78,636 $3.04M <0.01% +1,605 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,082 shares; 2025Q1: 3,600 shares; 2025Q2: 3,668 shares; 2025Q3: 15,871 shares; 2025Q4: 16,144 shares; 2026Q1: 16,426 shares 16,426 $3.04M <0.01% +282 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,478 shares; 2024Q4: 188,867 shares; 2025Q1: 179,388 shares; 2025Q2: 173,918 shares; 2025Q3: 199,096 shares; 2025Q4: 195,165 shares; 2026Q1: 201,751 shares 201,751 $3.04M <0.01% +6,586 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,610 shares; 2024Q4: 12,519 shares; 2025Q1: 27,226 shares; 2025Q2: 14,459 shares; 2025Q3: 14,017 shares; 2025Q4: 13,271 shares; 2026Q1: 164,961 shares 164,961 $3.04M <0.01% +151,690 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,318 shares; 2025Q4: 10,660 shares; 2026Q1: 54,165 shares 54,165 $3.03M <0.01% +43,505 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,847 shares; 2025Q1: 19,241 shares; 2025Q2: 24,139 shares; 2025Q3: 34,607 shares; 2025Q4: 29,314 shares; 2026Q1: 34,401 shares 34,401 $3.03M <0.01% +5,087 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,174 shares; 2024Q4: 200,951 shares; 2025Q1: 205,868 shares; 2025Q2: 326,071 shares; 2025Q3: 401,952 shares; 2025Q4: 382,669 shares; 2026Q1: 431,038 shares 431,038 $3.03M <0.01% +48,369 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 4,265 shares; 2025Q1: 4,663 shares; 2025Q2: 7,156 shares; 2025Q3: 9,051 shares; 2025Q4: 9,754 shares; 2026Q1: 28,342 shares 28,342 $3.03M <0.01% +18,588 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,433 shares; 2024Q4: 43,032 shares; 2025Q1: 59,434 shares; 2025Q2: 55,508 shares; 2025Q3: 54,957 shares; 2025Q4: 69,909 shares; 2026Q1: 56,103 shares 56,103 $3.02M <0.01% -13,806 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,271 shares; 2025Q3: 25,402 shares; 2025Q4: 43,420 shares; 2026Q1: 59,991 shares 59,991 $3.02M <0.01% +16,571 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,563 shares; 2025Q2: 35,341 shares; 2025Q3: 40,106 shares; 2025Q4: 44,672 shares; 2026Q1: 109,288 shares 109,288 $3.01M <0.01% +64,616 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,487 shares; 2024Q4: 88,511 shares; 2025Q1: 102,089 shares; 2025Q2: 118,201 shares; 2025Q3: 141,943 shares; 2025Q4: 151,630 shares; 2026Q1: 127,630 shares 127,630 $3.01M <0.01% -24,000 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 25,223 shares; 2025Q1: 28,926 shares; 2025Q2: 27,739 shares; 2025Q3: 36,717 shares; 2025Q4: 38,155 shares; 2026Q1: 30,540 shares 30,540 $3.01M <0.01% -7,615 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,021 shares; 2024Q4: 29,224 shares; 2025Q1: 27,561 shares; 2025Q2: 24,067 shares; 2025Q3: 25,103 shares; 2025Q4: 21,697 shares; 2026Q1: 19,654 shares 19,654 $3.01M <0.01% -2,043 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,846 shares; 2024Q4: 110,840 shares; 2025Q1: 115,840 shares; 2025Q2: 94,585 shares; 2025Q3: 106,140 shares; 2025Q4: 107,004 shares; 2026Q1: 109,694 shares 109,694 $3.01M <0.01% +2,690 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,879 shares; 2024Q4: 66,934 shares; 2025Q1: 67,052 shares; 2025Q2: 68,570 shares; 2025Q3: 68,244 shares; 2025Q4: 66,037 shares; 2026Q1: 71,805 shares 71,805 $3.01M <0.01% +5,768 Timeline USDU 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: 216,065 shares; 2024Q4: 32,959 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,123 shares 114,123 $3M <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,525 shares; 2024Q4: 26,482 shares; 2025Q1: 27,269 shares; 2025Q2: 20,302 shares; 2025Q3: 26,674 shares; 2025Q4: 30,357 shares; 2026Q1: 30,206 shares 30,206 $3M <0.01% -151 Timeline EUSB 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: 142,557 shares; 2024Q4: 107,034 shares; 2025Q1: 111,919 shares; 2025Q2: 147,271 shares; 2025Q3: 60,597 shares; 2025Q4: 70,365 shares; 2026Q1: 68,991 shares 68,991 $3M <0.01% -1,374 Timeline KBE 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: 66,495 shares; 2024Q4: 23,042 shares; 2025Q1: 30,959 shares; 2025Q2: 40,972 shares; 2025Q3: 35,653 shares; 2025Q4: 46,746 shares; 2026Q1: 50,312 shares 50,312 $3M <0.01% +3,566 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,324 shares; 2024Q4: 195,509 shares; 2025Q1: 190,226 shares; 2025Q2: 208,391 shares; 2025Q3: 106,361 shares; 2025Q4: 101,522 shares; 2026Q1: 109,213 shares 109,213 $2.99M <0.01% +7,691 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,953 shares; 2024Q4: 34,731 shares; 2025Q1: 34,762 shares; 2025Q2: 37,202 shares; 2025Q3: 44,650 shares; 2025Q4: 43,573 shares; 2026Q1: 45,739 shares 45,739 $2.99M <0.01% +2,166 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 21,549 shares; 2025Q1: 43,091 shares; 2025Q2: 44,788 shares; 2025Q3: 52,244 shares; 2025Q4: 124,476 shares; 2026Q1: 35,198 shares 35,198 $2.99M <0.01% -89,278 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 5,218 shares; 2025Q1: 6,582 shares; 2025Q2: 10,890 shares; 2025Q3: 13,913 shares; 2025Q4: 28,954 shares; 2026Q1: 38,040 shares 38,040 $2.98M <0.01% +9,086 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,906 shares; 2024Q4: 57,793 shares; 2025Q1: 69,885 shares; 2025Q2: 70,548 shares; 2025Q3: 66,639 shares; 2025Q4: 65,070 shares; 2026Q1: 57,598 shares 57,598 $2.98M <0.01% -7,472 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 10,284 shares; 2025Q1: 11,170 shares; 2025Q2: 9,583 shares; 2025Q3: 11,924 shares; 2025Q4: 12,923 shares; 2026Q1: 15,313 shares 15,313 $2.98M <0.01% +2,390 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,594 shares; 2024Q4: 70,827 shares; 2025Q1: 136,380 shares; 2025Q2: 141,498 shares; 2025Q3: 159,800 shares; 2025Q4: 178,562 shares; 2026Q1: 119,958 shares 119,958 $2.98M <0.01% -58,604 Timeline YSEP 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: 27,726 shares; 2024Q4: 44,451 shares; 2025Q1: 70,846 shares; 2025Q2: 80,702 shares; 2025Q3: 97,585 shares; 2025Q4: 113,067 shares; 2026Q1: 113,739 shares 113,739 $2.98M <0.01% +672 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,990 shares; 2024Q4: 16,590 shares; 2025Q1: 24,206 shares; 2025Q2: 26,082 shares; 2025Q3: 32,123 shares; 2025Q4: 37,170 shares; 2026Q1: 36,998 shares 36,998 $2.97M <0.01% -172 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,711 shares; 2024Q4: 26,337 shares; 2025Q1: 27,811 shares; 2025Q2: 24,450 shares; 2025Q3: 105,163 shares; 2025Q4: 86,263 shares; 2026Q1: 89,253 shares 89,253 $2.97M <0.01% +2,990 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,451 shares; 2024Q4: 65,634 shares; 2025Q1: 49,335 shares; 2025Q2: 55,009 shares; 2025Q3: 72,836 shares; 2025Q4: 70,293 shares; 2026Q1: 34,067 shares 34,067 $2.97M <0.01% -36,226 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,204 shares; 2025Q1: 14,253 shares; 2025Q2: 10,323 shares; 2025Q3: 11,312 shares; 2025Q4: 10,671 shares; 2026Q1: 135,508 shares 135,508 $2.96M <0.01% +124,837 Timeline CWI 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: 40,872 shares; 2024Q4: 43,080 shares; 2025Q1: 42,889 shares; 2025Q2: 45,765 shares; 2025Q3: 79,467 shares; 2025Q4: 80,836 shares; 2026Q1: 80,991 shares 80,991 $2.96M <0.01% +155 Timeline BFEB 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: 72,178 shares; 2024Q4: 66,014 shares; 2025Q1: 67,772 shares; 2025Q2: 68,796 shares; 2025Q3: 67,291 shares; 2025Q4: 60,851 shares; 2026Q1: 62,064 shares 62,064 $2.96M <0.01% +1,213 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,696 shares; 2025Q2: 8,010 shares; 2025Q3: 14,812 shares; 2025Q4: 15,531 shares; 2026Q1: 35,403 shares 35,403 $2.96M <0.01% +19,872 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 53,364 shares; 2025Q1: 59,592 shares; 2025Q2: 24,982 shares; 2025Q3: 31,159 shares; 2025Q4: 71,154 shares; 2026Q1: 75,379 shares 75,379 $2.96M <0.01% +4,225 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,230 shares; 2024Q4: 90,543 shares; 2025Q1: 89,342 shares; 2025Q2: 85,332 shares; 2025Q3: 84,034 shares; 2025Q4: 84,034 shares; 2026Q1: 82,467 shares 82,467 $2.95M <0.01% -1,567 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,122 shares; 2024Q4: 27,558 shares; 2025Q1: 29,578 shares; 2025Q2: 29,923 shares; 2025Q3: 203,197 shares; 2025Q4: 193,414 shares; 2026Q1: 135,731 shares 135,731 $2.94M <0.01% -57,683 Timeline SDOG 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: 46,216 shares; 2024Q4: 46,397 shares; 2025Q1: 47,967 shares; 2025Q2: 46,518 shares; 2025Q3: 41,507 shares; 2025Q4: 40,870 shares; 2026Q1: 45,210 shares 45,210 $2.94M <0.01% +4,340 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,047 shares; 2024Q4: 20,162 shares; 2025Q1: 21,201 shares; 2025Q2: 15,720 shares; 2025Q3: 17,369 shares; 2025Q4: 17,015 shares; 2026Q1: 12,865 shares 12,865 $2.94M <0.01% -4,150 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 11,105 shares; 2025Q1: 9,077 shares; 2025Q2: 9,451 shares; 2025Q3: 27,256 shares; 2025Q4: 7,949 shares; 2026Q1: 17,137 shares 17,137 $2.94M <0.01% +9,188 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 14,515 shares; 2025Q1: 15,834 shares; 2025Q2: 23,856 shares; 2025Q3: 35,362 shares; 2025Q4: 30,560 shares; 2026Q1: 30,344 shares 30,344 $2.94M <0.01% -216 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,522 shares; 2025Q1: 4,700 shares; 2025Q2: 5,433 shares; 2025Q3: 8,471 shares; 2025Q4: 7,795 shares; 2026Q1: 8,200 shares 8,200 $2.94M <0.01% +405 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,606 shares; 2025Q2: 3,564 shares; 2025Q3: 17,762 shares; 2025Q4: 18,690 shares; 2026Q1: 22,006 shares 22,006 $2.93M <0.01% +3,316 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,069 shares; 2024Q4: 18,583 shares; 2025Q1: 22,123 shares; 2025Q2: 18,247 shares; 2025Q3: 18,423 shares; 2025Q4: 18,844 shares; 2026Q1: 13,439 shares 13,439 $2.93M <0.01% -5,405 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,644 shares; 2024Q4: 142,577 shares; 2025Q1: 154,103 shares; 2025Q2: 159,058 shares; 2025Q3: 190,617 shares; 2025Q4: 250,144 shares; 2026Q1: 285,155 shares 285,155 $2.93M <0.01% +35,011 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,299 shares; 2024Q4: 15,787 shares; 2025Q1: 16,693 shares; 2025Q2: 19,444 shares; 2025Q3: 49,863 shares; 2025Q4: 59,901 shares; 2026Q1: 62,988 shares 62,988 $2.93M <0.01% +3,087 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,017 shares; 2024Q4: 71,953 shares; 2025Q1: 98,685 shares; 2025Q2: 95,915 shares; 2025Q3: 114,100 shares; 2025Q4: 114,558 shares; 2026Q1: 112,732 shares 112,732 $2.92M <0.01% -1,826 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,609 shares; 2024Q4: 28,018 shares; 2025Q1: 32,121 shares; 2025Q2: 30,245 shares; 2025Q3: 60,566 shares; 2025Q4: 74,663 shares; 2026Q1: 92,028 shares 92,028 $2.92M <0.01% +17,365 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,490 shares; 2025Q1: 505,953 shares; 2025Q2: 502,440 shares; 2025Q3: 598,214 shares; 2025Q4: 165,599 shares; 2026Q1: 102,499 shares 102,499 $2.91M <0.01% -63,100 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,451 shares; 2024Q4: 31,004 shares; 2025Q1: 33,234 shares; 2025Q2: 29,706 shares; 2025Q3: 43,070 shares; 2025Q4: 55,976 shares; 2026Q1: 121,502 shares 121,502 $2.91M <0.01% +65,526 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 7,550 shares; 2025Q1: 9,236 shares; 2025Q2: 7,542 shares; 2025Q3: 9,566 shares; 2025Q4: 9,612 shares; 2026Q1: 10,373 shares 10,373 $2.91M <0.01% +761 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 14,896 shares; 2025Q1: 20,567 shares; 2025Q2: 57,259 shares; 2025Q3: 144,652 shares; 2025Q4: 145,683 shares; 2026Q1: 163,029 shares 163,029 $2.9M <0.01% +17,346 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,234 shares; 2024Q4: 40,297 shares; 2025Q1: 41,026 shares; 2025Q2: 42,697 shares; 2025Q3: 44,442 shares; 2025Q4: 45,549 shares; 2026Q1: 48,457 shares 48,457 $2.89M <0.01% +2,908 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,944 shares; 2025Q1: 22,196 shares; 2025Q2: 25,008 shares; 2025Q3: 41,072 shares; 2025Q4: 41,811 shares; 2026Q1: 72,473 shares 72,473 $2.89M <0.01% +30,662 Timeline PRN 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: 9,064 shares; 2024Q4: 9,912 shares; 2025Q1: 8,800 shares; 2025Q2: 9,361 shares; 2025Q3: 15,220 shares; 2025Q4: 15,252 shares; 2026Q1: 14,839 shares 14,839 $2.89M <0.01% -413 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,530 shares; 2024Q4: 24,821 shares; 2025Q1: 12,251 shares; 2025Q2: 12,510 shares; 2025Q3: 60,943 shares; 2025Q4: 62,749 shares; 2026Q1: 51,784 shares 51,784 $2.88M <0.01% -10,965 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,538 shares; 2024Q4: 14,138 shares; 2025Q1: 13,962 shares; 2025Q2: 9,362 shares; 2025Q3: 14,443 shares; 2025Q4: 11,820 shares; 2026Q1: 14,511 shares 14,511 $2.88M <0.01% +2,691 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,278 shares; 2024Q4: 29,034 shares; 2025Q1: 40,042 shares; 2025Q2: 40,395 shares; 2025Q3: 55,952 shares; 2025Q4: 51,237 shares; 2026Q1: 64,834 shares 64,834 $2.88M <0.01% +13,597 Timeline IBTJ 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: 72,964 shares; 2024Q4: 89,510 shares; 2025Q1: 333,819 shares; 2025Q2: 348,460 shares; 2025Q3: 352,557 shares; 2025Q4: 137,689 shares; 2026Q1: 131,322 shares 131,322 $2.87M <0.01% -6,367 Timeline BBEU 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: 37,342 shares; 2024Q4: 16,619 shares; 2025Q1: 39,033 shares; 2025Q2: 38,751 shares; 2025Q3: 39,790 shares; 2025Q4: 39,369 shares; 2026Q1: 39,540 shares 39,540 $2.86M <0.01% +171 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,706 shares; 2024Q4: 107,346 shares; 2025Q1: 132,527 shares; 2025Q2: 141,061 shares; 2025Q3: 168,865 shares; 2025Q4: 132,425 shares; 2026Q1: 156,798 shares 156,798 $2.86M <0.01% +24,373 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,753 shares; 2024Q4: 17,793 shares; 2025Q1: 19,160 shares; 2025Q2: 18,898 shares; 2025Q3: 63,867 shares; 2025Q4: 58,192 shares; 2026Q1: 46,231 shares 46,231 $2.86M <0.01% -11,961 Timeline CRTC 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: 29,245 shares; 2024Q4: 39,632 shares; 2025Q1: 154,505 shares; 2025Q2: 168,293 shares; 2025Q3: 173,140 shares; 2025Q4: 64,490 shares; 2026Q1: 80,437 shares 80,437 $2.85M <0.01% +15,947 Timeline JMOM 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: 40,347 shares; 2024Q4: 39,536 shares; 2025Q1: 39,151 shares; 2025Q2: 39,249 shares; 2025Q3: 38,858 shares; 2025Q4: 40,077 shares; 2026Q1: 41,980 shares 41,980 $2.85M <0.01% +1,903 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,984 shares; 2025Q1: 9,849 shares; 2025Q2: 11,084 shares; 2025Q3: 33,915 shares; 2025Q4: 33,480 shares; 2026Q1: 33,010 shares 33,010 $2.85M <0.01% -470 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 8,416 shares; 2025Q1: 35,951 shares; 2025Q2: 60,590 shares; 2025Q3: 55,595 shares; 2025Q4: 51,968 shares; 2026Q1: 98,029 shares 98,029 $2.85M <0.01% +46,061 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 4,249 shares; 2025Q1: 4,420 shares; 2025Q2: 4,667 shares; 2025Q3: 8,301 shares; 2025Q4: 9,547 shares; 2026Q1: 9,564 shares 9,564 $2.84M <0.01% +17 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,257 shares; 2024Q4: 38,276 shares; 2025Q1: 55,229 shares; 2025Q2: 64,069 shares; 2025Q3: 228,604 shares; 2025Q4: 284,484 shares; 2026Q1: 343,993 shares 343,993 $2.84M <0.01% +59,509 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,422 shares; 2024Q4: 129,216 shares; 2025Q1: 146,178 shares; 2025Q2: 139,528 shares; 2025Q3: 150,911 shares; 2025Q4: 142,173 shares; 2026Q1: 129,916 shares 129,916 $2.84M <0.01% -12,257 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,324 shares; 2026Q1: 88,221 shares 88,221 $2.84M <0.01% +70,897 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,718 shares; 2024Q4: 59,110 shares; 2025Q1: 76,529 shares; 2025Q2: 51,907 shares; 2025Q3: 54,277 shares; 2025Q4: 51,527 shares; 2026Q1: 40,854 shares 40,854 $2.83M <0.01% -10,673 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,093 shares; 2025Q3: 204,759 shares; 2025Q4: 158,020 shares; 2026Q1: 99,892 shares 99,892 $2.83M <0.01% -58,128 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 22,724 shares; 2025Q1: 22,975 shares; 2025Q2: 25,356 shares; 2025Q3: 28,750 shares; 2025Q4: 43,627 shares; 2026Q1: 47,483 shares 47,483 $2.83M <0.01% +3,856 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,224 shares; 2024Q4: 17,426 shares; 2025Q1: 18,157 shares; 2025Q2: 18,777 shares; 2025Q3: 19,258 shares; 2025Q4: 20,231 shares; 2026Q1: 29,781 shares 29,781 $2.83M <0.01% +9,550 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,473 shares; 2025Q1: 3,419 shares; 2025Q2: 9,131 shares; 2025Q3: 18,358 shares; 2025Q4: 25,286 shares; 2026Q1: 25,715 shares 25,715 $2.82M <0.01% +429 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 29,835 shares; 2025Q1: 57,919 shares; 2025Q2: 48,015 shares; 2025Q3: 63,830 shares; 2025Q4: 63,913 shares; 2026Q1: 59,245 shares 59,245 $2.82M <0.01% -4,668 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,153 shares; 2025Q1: 49,694 shares; 2025Q2: 53,383 shares; 2025Q3: 83,042 shares; 2025Q4: 79,241 shares; 2026Q1: 81,462 shares 81,462 $2.81M <0.01% +2,221 Timeline JPSE 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: 46,423 shares; 2024Q4: 45,044 shares; 2025Q1: 47,377 shares; 2025Q2: 51,050 shares; 2025Q3: 51,599 shares; 2025Q4: 52,370 shares; 2026Q1: 53,556 shares 53,556 $2.81M <0.01% +1,186 Timeline UDIV 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: 25,372 shares; 2024Q4: 25,177 shares; 2025Q1: 25,233 shares; 2025Q2: 26,645 shares; 2025Q3: 48,708 shares; 2025Q4: 52,400 shares; 2026Q1: 54,361 shares 54,361 $2.81M <0.01% +1,961 Timeline JETS 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: 179,837 shares; 2024Q4: 180,216 shares; 2025Q1: 145,155 shares; 2025Q2: 49,101 shares; 2025Q3: 43,492 shares; 2025Q4: 45,634 shares; 2026Q1: 113,904 shares 113,904 $2.81M <0.01% +68,270 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,712 shares; 2024Q4: 64,163 shares; 2025Q1: 60,146 shares; 2025Q2: 57,494 shares; 2025Q3: 88,062 shares; 2025Q4: 96,442 shares; 2026Q1: 134,877 shares 134,877 $2.79M <0.01% +38,435 Timeline XSLV 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: 34,815 shares; 2024Q4: 36,703 shares; 2025Q1: 34,720 shares; 2025Q2: 35,384 shares; 2025Q3: 53,584 shares; 2025Q4: 57,161 shares; 2026Q1: 59,171 shares 59,171 $2.79M <0.01% +2,010 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,036 shares; 2024Q4: 60,315 shares; 2025Q1: 82,210 shares; 2025Q2: 81,527 shares; 2025Q3: 103,585 shares; 2025Q4: 84,834 shares; 2026Q1: 114,819 shares 114,819 $2.79M <0.01% +29,985 Timeline IPOS RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,976 shares 152,976 $2.79M <0.01% new Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY 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: 66,336 shares; 2026Q1: 66,960 shares 66,960 $2.79M <0.01% +624 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: 11,294 shares; 2025Q1: 13,540 shares; 2025Q2: 12,455 shares; 2025Q3: 16,757 shares; 2025Q4: 18,577 shares; 2026Q1: 19,443 shares 19,443 $2.78M <0.01% +866 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,002 shares; 2024Q4: 25,851 shares; 2025Q1: 17,664 shares; 2025Q2: 13,016 shares; 2025Q3: 15,692 shares; 2025Q4: 14,799 shares; 2026Q1: 20,298 shares 20,298 $2.78M <0.01% +5,499 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,168 shares; 2024Q4: 68,826 shares; 2025Q1: 63,568 shares; 2025Q2: 79,233 shares; 2025Q3: 88,608 shares; 2025Q4: 83,453 shares; 2026Q1: 83,484 shares 83,484 $2.78M <0.01% +31 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 10,392 shares; 2025Q1: 11,298 shares; 2025Q2: 12,934 shares; 2025Q3: 27,084 shares; 2025Q4: 26,069 shares; 2026Q1: 38,195 shares 38,195 $2.78M <0.01% +12,126 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,636 shares; 2024Q4: 40,897 shares; 2025Q1: 40,564 shares; 2025Q2: 42,226 shares; 2025Q3: 52,314 shares; 2025Q4: 41,640 shares; 2026Q1: 51,731 shares 51,731 $2.77M <0.01% +10,091 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,386 shares; 2025Q2: 5,344 shares; 2025Q3: 14,136 shares; 2025Q4: 12,684 shares; 2026Q1: 13,833 shares 13,833 $2.77M <0.01% +1,149 Timeline AFSM 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: 56,574 shares; 2025Q1: 60,079 shares; 2025Q2: 61,881 shares; 2025Q3: 86,067 shares; 2025Q4: 88,041 shares; 2026Q1: 84,058 shares 84,058 $2.76M <0.01% -3,983 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,796 shares; 2026Q1: 109,220 shares 109,220 $2.76M <0.01% +44,424 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,293 shares; 2025Q1: 26,282 shares; 2025Q2: 26,038 shares; 2025Q3: 34,331 shares; 2025Q4: 40,253 shares; 2026Q1: 39,736 shares 39,736 $2.76M <0.01% -517 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 9,615 shares; 2025Q1: 9,798 shares; 2025Q2: 9,248 shares; 2025Q3: 97,232 shares; 2025Q4: 101,609 shares; 2026Q1: 105,510 shares 105,510 $2.76M <0.01% +3,901 Timeline NANR 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: 4,003 shares; 2024Q4: 12,162 shares; 2025Q1: 13,149 shares; 2025Q2: 9,868 shares; 2025Q3: 25,502 shares; 2025Q4: 33,696 shares; 2026Q1: 32,808 shares 32,808 $2.76M <0.01% -888 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,576 shares; 2025Q2: 18,305 shares; 2025Q3: 20,390 shares; 2025Q4: 22,800 shares; 2026Q1: 22,860 shares 22,860 $2.76M <0.01% +60 Timeline IBTI 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: 83,920 shares; 2024Q4: 104,853 shares; 2025Q1: 117,309 shares; 2025Q2: 116,601 shares; 2025Q3: 119,935 shares; 2025Q4: 131,470 shares; 2026Q1: 123,637 shares 123,637 $2.75M <0.01% -7,833 Timeline BDEC 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: 68,886 shares; 2024Q4: 70,747 shares; 2025Q1: 66,505 shares; 2025Q2: 67,163 shares; 2025Q3: 62,814 shares; 2025Q4: 69,452 shares; 2026Q1: 57,387 shares 57,387 $2.75M <0.01% -12,065 Timeline SUSB 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: 160,775 shares; 2024Q4: 182,648 shares; 2025Q1: 91,859 shares; 2025Q2: 89,674 shares; 2025Q3: 102,525 shares; 2025Q4: 114,767 shares; 2026Q1: 109,085 shares 109,085 $2.73M <0.01% -5,682 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,940 shares; 2024Q4: 25,738 shares; 2025Q1: 19,894 shares; 2025Q2: 19,969 shares; 2025Q3: 30,788 shares; 2025Q4: 26,844 shares; 2026Q1: 40,601 shares 40,601 $2.73M <0.01% +13,757 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,638 shares; 2025Q2: 146,142 shares; 2025Q3: 139,649 shares; 2025Q4: 169,191 shares; 2026Q1: 173,240 shares 173,240 $2.73M <0.01% +4,049 Timeline NJUN 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: 95,669 shares; 2024Q4: 93,933 shares; 2025Q1: 91,020 shares; 2025Q2: 82,480 shares; 2025Q3: 128,140 shares; 2025Q4: 109,257 shares; 2026Q1: 87,120 shares 87,120 $2.72M <0.01% -22,137 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,438 shares; 2024Q4: 34,480 shares; 2025Q1: 10,221 shares; 2025Q2: 10,213 shares; 2025Q3: 74,247 shares; 2025Q4: 76,192 shares; 2026Q1: 76,663 shares 76,663 $2.72M <0.01% +471 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,840 shares; 2024Q4: 5,263 shares; 2025Q1: 3,779 shares; 2025Q2: 4,017 shares; 2025Q3: 13,445 shares; 2025Q4: 11,473 shares; 2026Q1: 13,266 shares 13,266 $2.72M <0.01% +1,793 Timeline ASEA 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: 80,479 shares; 2024Q4: 85,775 shares; 2025Q1: 113,280 shares; 2025Q2: 116,914 shares; 2025Q3: 127,003 shares; 2025Q4: 136,236 shares; 2026Q1: 139,842 shares 139,842 $2.72M <0.01% +3,606 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,760 shares; 2026Q1: 125,878 shares 125,878 $2.71M <0.01% +103,118 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 5,355 shares; 2025Q1: 9,146 shares; 2025Q2: 11,412 shares; 2025Q3: 20,656 shares; 2025Q4: 19,728 shares; 2026Q1: 20,015 shares 20,015 $2.71M <0.01% +287 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,630 shares; 2024Q4: 161,814 shares; 2025Q1: 153,040 shares; 2025Q2: 172,743 shares; 2025Q3: 198,072 shares; 2025Q4: 192,149 shares; 2026Q1: 219,465 shares 219,465 $2.71M <0.01% +27,316 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,313 shares; 2024Q4: 45,071 shares; 2025Q1: 31,112 shares; 2025Q2: 125,670 shares; 2025Q3: 50,259 shares; 2025Q4: 53,132 shares; 2026Q1: 57,566 shares 57,566 $2.7M <0.01% +4,434 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 17,163 shares; 2025Q1: 17,296 shares; 2025Q2: 16,974 shares; 2025Q3: 18,294 shares; 2025Q4: 18,618 shares; 2026Q1: 238,931 shares 238,931 $2.7M <0.01% +220,313 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 19,438 shares; 2025Q1: 42,833 shares; 2025Q2: 68,628 shares; 2025Q3: 62,793 shares; 2025Q4: 88,477 shares; 2026Q1: 90,482 shares 90,482 $2.69M <0.01% +2,005 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,277 shares; 2024Q4: 15,303 shares; 2025Q1: 15,781 shares; 2025Q2: 16,087 shares; 2025Q3: 17,326 shares; 2025Q4: 17,005 shares; 2026Q1: 18,857 shares 18,857 $2.69M <0.01% +1,852 Timeline