EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 17,865 shares; 2025Q1: 16,059 shares; 2025Q2: 16,579 shares; 2025Q3: 17,848 shares; 2025Q4: 16,980 shares; 2026Q1: 17,508 shares 17,508 $1.4M 0.02% +528 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 15,235 shares; 2025Q1: 12,447 shares; 2025Q2: 12,913 shares; 2025Q3: 13,923 shares; 2025Q4: 14,382 shares; 2026Q1: 15,388 shares 15,388 $1.39M 0.02% +1,006 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,044 shares; 2026Q1: 27,957 shares 27,957 $1.39M 0.02% -87 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,243 shares; 2024Q4: 17,074 shares; 2025Q1: 8,300 shares; 2025Q2: 18,445 shares; 2025Q3: 18,128 shares; 2025Q4: 16,850 shares; 2026Q1: 16,438 shares 16,438 $1.39M 0.02% -412 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,488 shares; 2025Q1: 583 shares; 2025Q2: 1,443 shares; 2025Q3: 1,439 shares; 2025Q4: 1,725 shares; 2026Q1: 2,289 shares 2,289 $1.39M 0.02% +564 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,871 shares; 2025Q1: 5,142 shares; 2025Q2: 5,465 shares; 2025Q3: 5,606 shares; 2025Q4: 5,015 shares; 2026Q1: 4,874 shares 4,874 $1.38M 0.02% -141 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: 85,568 shares; 2024Q4: 79,067 shares; 2025Q1: 77,752 shares; 2025Q2: 65,592 shares; 2025Q3: 65,690 shares; 2025Q4: 67,231 shares; 2026Q1: 64,008 shares 64,008 $1.38M 0.02% -3,223 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,766 shares; 2025Q1: 5,105 shares; 2025Q2: 6,169 shares; 2025Q3: 6,337 shares; 2025Q4: 6,422 shares; 2026Q1: 6,656 shares 6,656 $1.37M 0.02% +234 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,316 shares; 2024Q4: 18,359 shares; 2025Q1: 21,413 shares; 2025Q2: 22,269 shares; 2025Q3: 26,435 shares; 2025Q4: 27,540 shares; 2026Q1: 27,947 shares 27,947 $1.37M 0.02% +407 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 13,200 shares; 2025Q1: 9,958 shares; 2025Q2: 9,137 shares; 2025Q3: 9,141 shares; 2025Q4: 9,135 shares; 2026Q1: 9,033 shares 9,033 $1.37M 0.02% -102 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,989 shares 20,989 $1.37M 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,902 shares; 2025Q1: 2,045 shares; 2025Q2: 2,661 shares; 2025Q3: 3,030 shares; 2025Q4: 6,099 shares; 2026Q1: 5,845 shares 5,845 $1.36M 0.02% -254 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,091 shares; 2024Q4: 41,571 shares; 2025Q1: 50,459 shares; 2025Q2: 51,679 shares; 2025Q3: 52,332 shares; 2025Q4: 53,624 shares; 2026Q1: 35,450 shares 35,450 $1.36M 0.02% -18,174 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,714 shares; 2025Q1: 1,484 shares; 2025Q2: 1,935 shares; 2025Q3: 2,038 shares; 2025Q4: 2,049 shares; 2026Q1: 1,998 shares 1,998 $1.36M 0.02% -51 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 9,302 shares; 2025Q1: 7,134 shares; 2025Q2: 10,129 shares; 2025Q3: 9,256 shares; 2025Q4: 9,727 shares; 2026Q1: 10,009 shares 10,009 $1.36M 0.02% +282 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,401 shares; 2024Q4: 42,850 shares; 2025Q1: 29,158 shares; 2025Q2: 15,336 shares; 2025Q3: 15,323 shares; 2025Q4: 30,158 shares; 2026Q1: 32,821 shares 32,821 $1.35M 0.02% +2,663 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 3,820 shares; 2025Q1: 3,084 shares; 2025Q2: 3,639 shares; 2025Q3: 3,075 shares; 2025Q4: 2,825 shares; 2026Q1: 3,804 shares 3,804 $1.35M 0.02% +979 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,221 shares; 2025Q1: 1,464 shares; 2025Q2: 1,216 shares; 2025Q3: 1,230 shares; 2025Q4: 1,196 shares; 2026Q1: 1,223 shares 1,223 $1.34M 0.02% +27 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,066 shares; 2025Q1: 9,040 shares; 2025Q2: 9,332 shares; 2025Q3: 9,673 shares; 2025Q4: 9,008 shares; 2026Q1: 9,054 shares 9,054 $1.33M 0.02% +46 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 542 shares; 2025Q1: 539 shares; 2025Q2: 342 shares; 2025Q3: 352 shares; 2025Q4: 341 shares; 2026Q1: 393 shares 393 $1.33M 0.02% +52 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 9,971 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,971 shares; 2025Q4: 9,971 shares; 2026Q1: 9,971 shares 9,971 $1.32M 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,165 shares; 2024Q4: 56,728 shares; 2025Q1: 55,190 shares; 2025Q2: 55,313 shares; 2025Q3: 46,089 shares; 2025Q4: 38,502 shares; 2026Q1: 39,557 shares 39,557 $1.31M 0.02% +1,055 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,593 shares; 2025Q1: 6,220 shares; 2025Q2: 4,849 shares; 2025Q3: 4,872 shares; 2025Q4: 5,110 shares; 2026Q1: 5,219 shares 5,219 $1.31M 0.02% +109 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,066 shares; 2025Q1: 13,418 shares; 2025Q2: 14,093 shares; 2025Q3: 13,838 shares; 2025Q4: 11,800 shares; 2026Q1: 12,624 shares 12,624 $1.3M 0.02% +824 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,079 shares; 2024Q4: 20,008 shares; 2025Q1: 20,008 shares; 2025Q2: 17,079 shares; 2025Q3: 17,079 shares; 2025Q4: 17,079 shares; 2026Q1: 17,900 shares 17,900 $1.28M 0.02% +821 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: 18,074 shares; 2024Q4: 18,543 shares; 2025Q1: 21,561 shares; 2025Q2: 15,594 shares; 2025Q3: 20,475 shares; 2025Q4: 51,206 shares; 2026Q1: 68,912 shares 68,912 $1.28M 0.02% +17,706 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,055 shares 50,055 $1.28M 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 11,703 shares; 2025Q1: 11,522 shares; 2025Q2: 10,807 shares; 2025Q3: 10,808 shares; 2025Q4: 10,499 shares; 2026Q1: 10,486 shares 10,486 $1.27M 0.02% -13 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,184 shares; 2025Q4: 53,699 shares; 2026Q1: 101,428 shares 101,428 $1.26M 0.02% +47,729 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,581 shares; 2024Q4: 14,307 shares; 2025Q1: 13,749 shares; 2025Q2: 14,070 shares; 2025Q3: 12,572 shares; 2025Q4: 13,426 shares; 2026Q1: 13,953 shares 13,953 $1.26M 0.02% +527 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,729 shares; 2024Q4: 30,112 shares; 2025Q1: 34,296 shares; 2025Q2: 33,981 shares; 2025Q3: 34,015 shares; 2025Q4: 33,795 shares; 2026Q1: 37,149 shares 37,149 $1.26M 0.02% +3,354 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,393 shares; 2025Q3: 30,660 shares; 2025Q4: 30,825 shares; 2026Q1: 30,901 shares 30,901 $1.26M 0.02% +76 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 14,993 shares; 2025Q4: 13,126 shares; 2026Q1: 19,624 shares 19,624 $1.26M 0.02% +6,498 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,235 shares; 2024Q4: 60,776 shares; 2025Q1: 58,444 shares; 2025Q2: 76,223 shares; 2025Q3: 75,184 shares; 2025Q4: 77,602 shares; 2026Q1: 65,187 shares 65,187 $1.26M 0.02% -12,415 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,669 shares; 2024Q4: 25,669 shares; 2025Q1: 25,669 shares; 2025Q2: 25,669 shares; 2025Q3: 25,669 shares; 2025Q4: 25,669 shares; 2026Q1: 27,416 shares 27,416 $1.25M 0.02% +1,747 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,384 shares; 2024Q4: 442,552 shares; 2025Q1: 363,122 shares; 2025Q2: 211,561 shares; 2025Q3: 221,418 shares; 2025Q4: 230,630 shares; 2026Q1: 217,962 shares 217,962 $1.24M 0.02% -12,668 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,374 shares 8,374 $1.24M 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,964 shares; 2024Q4: 70,788 shares; 2025Q1: 67,477 shares; 2025Q2: 75,961 shares; 2025Q3: 80,076 shares; 2025Q4: 83,108 shares; 2026Q1: 86,555 shares 86,555 $1.24M 0.02% +3,447 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 20,630 shares; 2025Q1: 19,144 shares; 2025Q2: 20,456 shares; 2025Q3: 20,722 shares; 2025Q4: 18,799 shares; 2026Q1: 17,408 shares 17,408 $1.24M 0.02% -1,391 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 11,580 shares; 2025Q1: 11,386 shares; 2025Q2: 16,340 shares; 2025Q3: 15,964 shares; 2025Q4: 15,287 shares; 2026Q1: 11,244 shares 11,244 $1.24M 0.02% -4,043 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 16,318 shares; 2025Q1: 16,357 shares; 2025Q2: 15,067 shares; 2025Q3: 11,668 shares; 2025Q4: 11,917 shares; 2026Q1: 16,756 shares 16,756 $1.24M 0.02% +4,839 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,030 shares; 2025Q1: 3,912 shares; 2025Q2: 3,674 shares; 2025Q3: 4,274 shares; 2025Q4: 3,626 shares; 2026Q1: 3,649 shares 3,649 $1.24M 0.02% +23 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,710 shares; 2025Q2: 25,592 shares; 2025Q3: 40,690 shares; 2025Q4: 35,700 shares; 2026Q1: 34,994 shares 34,994 $1.23M 0.02% -706 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,698 shares; 2025Q1: 3,400 shares; 2025Q2: 4,039 shares; 2025Q3: 1,911 shares; 2025Q4: 1,815 shares; 2026Q1: 4,063 shares 4,063 $1.22M 0.02% +2,248 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,916 shares; 2024Q4: 443,934 shares; 2025Q1: 429,249 shares; 2025Q2: 242,081 shares; 2025Q3: 74,451 shares; 2025Q4: 127,864 shares; 2026Q1: 238,008 shares 238,008 $1.21M 0.01% +110,144 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 34,204 shares; 2025Q1: 34,213 shares; 2025Q2: 26,779 shares; 2025Q3: 29,295 shares; 2025Q4: 29,349 shares; 2026Q1: 26,718 shares 26,718 $1.21M 0.01% -2,631 Timeline ACWX 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: 15,744 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 17,663 shares 17,663 $1.21M 0.01% +2,063 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 17,627 shares; 2025Q1: 18,511 shares; 2025Q2: 18,379 shares; 2025Q3: 15,481 shares; 2025Q4: 15,050 shares; 2026Q1: 15,668 shares 15,668 $1.21M 0.01% +618 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 8,519 shares; 2025Q1: 8,757 shares; 2025Q2: 10,744 shares; 2025Q3: 12,889 shares; 2025Q4: 14,114 shares; 2026Q1: 14,214 shares 14,214 $1.2M 0.01% +100 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,841 shares; 2025Q1: 3,744 shares; 2025Q2: 4,223 shares; 2025Q3: 4,021 shares; 2025Q4: 4,236 shares; 2026Q1: 3,823 shares 3,823 $1.2M 0.01% -413 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,330 shares; 2024Q4: 37,346 shares; 2025Q1: 39,355 shares; 2025Q2: 44,671 shares; 2025Q3: 46,132 shares; 2025Q4: 45,142 shares; 2026Q1: 45,786 shares 45,786 $1.19M 0.01% +644 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 16,260 shares; 2025Q1: 12,968 shares; 2025Q2: 13,347 shares; 2025Q3: 12,888 shares; 2025Q4: 11,025 shares; 2026Q1: 11,932 shares 11,932 $1.18M 0.01% +907 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,482 shares; 2024Q4: 98,361 shares; 2025Q1: 101,081 shares; 2025Q2: 101,673 shares; 2025Q3: 107,231 shares; 2025Q4: 137,902 shares; 2026Q1: 148,710 shares 148,710 $1.18M 0.01% +10,808 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 27,301 shares; 2025Q1: 26,280 shares; 2025Q2: 22,976 shares; 2025Q3: 23,338 shares; 2025Q4: 22,564 shares; 2026Q1: 22,330 shares 22,330 $1.18M 0.01% -234 Timeline SHV 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: 15,056 shares; 2024Q4: 14,505 shares; 2025Q1: 12,980 shares; 2025Q2: 11,799 shares; 2025Q3: 11,316 shares; 2025Q4: 10,967 shares; 2026Q1: 10,657 shares 10,657 $1.18M 0.01% -310 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,428 shares; 2024Q4: 40,342 shares; 2025Q1: 40,504 shares; 2025Q2: 39,709 shares; 2025Q3: 39,483 shares; 2025Q4: 39,237 shares; 2026Q1: 39,723 shares 39,723 $1.17M 0.01% +486 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,076 shares; 2025Q1: 7,753 shares; 2025Q2: 15,337 shares; 2025Q3: 15,295 shares; 2025Q4: 15,134 shares; 2026Q1: 15,199 shares 15,199 $1.17M 0.01% +65 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,120 shares; 2024Q4: 75,380 shares; 2025Q1: 81,411 shares; 2025Q2: 95,440 shares; 2025Q3: 100,185 shares; 2025Q4: 114,061 shares; 2026Q1: 233,198 shares 233,198 $1.17M 0.01% +119,137 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,432 shares; 2024Q4: 13,791 shares; 2025Q1: 13,869 shares; 2025Q2: 13,932 shares; 2025Q3: 14,513 shares; 2025Q4: 13,943 shares; 2026Q1: 24,921 shares 24,921 $1.17M 0.01% +10,978 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,662 shares; 2024Q4: 18,043 shares; 2025Q1: 16,222 shares; 2025Q2: 18,271 shares; 2025Q3: 16,196 shares; 2025Q4: 15,372 shares; 2026Q1: 14,251 shares 14,251 $1.16M 0.01% -1,121 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 2,940 shares; 2025Q1: 2,945 shares; 2025Q2: 2,274 shares; 2025Q3: 2,302 shares; 2025Q4: 2,518 shares; 2026Q1: 2,360 shares 2,360 $1.16M 0.01% -158 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,409 shares; 2024Q4: 28,234 shares; 2025Q1: 28,005 shares; 2025Q2: 28,081 shares; 2025Q3: 26,758 shares; 2025Q4: 27,040 shares; 2026Q1: 28,475 shares 28,475 $1.15M 0.01% +1,435 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: 49,315 shares; 2024Q4: 40,693 shares; 2025Q1: 28,325 shares; 2025Q2: 32,103 shares; 2025Q3: 37,833 shares; 2025Q4: 35,070 shares; 2026Q1: 48,100 shares 48,100 $1.15M 0.01% +13,030 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 16,825 shares; 2025Q1: 15,161 shares; 2025Q2: 19,277 shares; 2025Q3: 18,659 shares; 2025Q4: 19,782 shares; 2026Q1: 18,678 shares 18,678 $1.15M 0.01% -1,104 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 11,780 shares; 2025Q1: 11,703 shares; 2025Q2: 8,999 shares; 2025Q3: 8,906 shares; 2025Q4: 8,867 shares; 2026Q1: 9,672 shares 9,672 $1.15M 0.01% +805 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: 10,450 shares; 2024Q4: 12,436 shares; 2025Q1: 10,576 shares; 2025Q2: 13,072 shares; 2025Q3: 10,060 shares; 2025Q4: 8,059 shares; 2026Q1: 8,815 shares 8,815 $1.15M 0.01% +756 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,480 shares; 2025Q1: 1,544 shares; 2025Q2: 2,687 shares; 2025Q3: 2,666 shares; 2025Q4: 1,994 shares; 2026Q1: 2,030 shares 2,030 $1.14M 0.01% +36 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,553 shares; 2025Q1: 10,618 shares; 2025Q2: 15,021 shares; 2025Q3: 17,533 shares; 2025Q4: 17,805 shares; 2026Q1: 16,450 shares 16,450 $1.14M 0.01% -1,355 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,375 shares; 2025Q1: 6,096 shares; 2025Q2: 6,410 shares; 2025Q3: 6,021 shares; 2025Q4: 5,802 shares; 2026Q1: 5,527 shares 5,527 $1.14M 0.01% -275 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,874 shares; 2024Q4: 16,889 shares; 2025Q1: 15,443 shares; 2025Q2: 14,962 shares; 2025Q3: 14,791 shares; 2025Q4: 17,927 shares; 2026Q1: 12,281 shares 12,281 $1.14M 0.01% -5,646 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 21,046 shares; 2025Q1: 20,357 shares; 2025Q2: 19,863 shares; 2025Q3: 20,191 shares; 2025Q4: 20,761 shares; 2026Q1: 17,821 shares 17,821 $1.13M 0.01% -2,940 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 16,501 shares; 2025Q1: 17,445 shares; 2025Q2: 13,559 shares; 2025Q3: 26,197 shares; 2025Q4: 23,763 shares; 2026Q1: 22,473 shares 22,473 $1.13M 0.01% -1,290 Timeline DLN 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: 21,702 shares; 2024Q4: 21,706 shares; 2025Q1: 21,030 shares; 2025Q2: 12,623 shares; 2025Q3: 12,627 shares; 2025Q4: 12,631 shares; 2026Q1: 12,634 shares 12,634 $1.13M 0.01% +3 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: 7,351 shares; 2024Q4: 8,199 shares; 2025Q1: 6,097 shares; 2025Q2: 6,669 shares; 2025Q3: 7,804 shares; 2025Q4: 6,018 shares; 2026Q1: 8,682 shares 8,682 $1.13M 0.01% +2,664 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,782 shares; 2024Q4: 23,881 shares; 2025Q1: 23,933 shares; 2025Q2: 18,457 shares; 2025Q3: 19,635 shares; 2025Q4: 19,570 shares; 2026Q1: 21,117 shares 21,117 $1.13M 0.01% +1,547 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,941 shares; 2025Q1: 5,523 shares; 2025Q2: 6,023 shares; 2025Q3: 5,983 shares; 2025Q4: 5,975 shares; 2026Q1: 5,689 shares 5,689 $1.12M 0.01% -286 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: 34,387 shares; 2024Q4: 32,819 shares; 2025Q1: 32,150 shares; 2025Q2: 31,443 shares; 2025Q3: 61,568 shares; 2025Q4: 49,097 shares; 2026Q1: 45,091 shares 45,091 $1.12M 0.01% -4,006 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 12,335 shares; 2025Q1: 10,207 shares; 2025Q2: 12,574 shares; 2025Q3: 18,438 shares; 2025Q4: 15,668 shares; 2026Q1: 16,946 shares 16,946 $1.11M 0.01% +1,278 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,983 shares 27,983 $1.11M 0.01% new Timeline SGOV 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: 2,784 shares; 2025Q1: 10,955 shares; 2025Q2: 12,100 shares; 2025Q3: 11,700 shares; 2025Q4: 11,957 shares; 2026Q1: 11,015 shares 11,015 $1.11M 0.01% -942 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 17,462 shares; 2025Q1: 24,968 shares; 2025Q2: 39,736 shares; 2025Q3: 44,769 shares; 2025Q4: 41,766 shares; 2026Q1: 42,775 shares 42,775 $1.11M 0.01% +1,009 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,365 shares; 2024Q4: 14,815 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares; 2025Q3: 13,483 shares; 2025Q4: 20,211 shares; 2026Q1: 20,061 shares 20,061 $1.11M 0.01% -150 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 15,785 shares; 2025Q1: 12,891 shares; 2025Q2: 15,112 shares; 2025Q3: 14,826 shares; 2025Q4: 8,879 shares; 2026Q1: 8,758 shares 8,758 $1.11M 0.01% -121 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 8,504 shares; 2025Q1: 9,546 shares; 2025Q2: 8,700 shares; 2025Q3: 8,075 shares; 2025Q4: 7,986 shares; 2026Q1: 9,730 shares 9,730 $1.09M 0.01% +1,744 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,454 shares; 2025Q1: 4,456 shares; 2025Q2: 5,647 shares; 2025Q3: 6,722 shares; 2025Q4: 7,401 shares; 2026Q1: 6,227 shares 6,227 $1.09M 0.01% -1,174 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: 1,677 shares; 2024Q4: 1,944 shares; 2025Q1: 1,958 shares; 2025Q2: 2,770 shares; 2025Q3: 3,158 shares; 2025Q4: 3,343 shares; 2026Q1: 3,148 shares 3,148 $1.09M 0.01% -195 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: 99,639 shares; 2024Q4: 93,363 shares; 2025Q1: 76,094 shares; 2025Q2: 72,086 shares; 2025Q3: 68,531 shares; 2025Q4: 66,215 shares; 2026Q1: 55,543 shares 55,543 $1.09M 0.01% -10,672 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,458 shares; 2024Q4: 12,259 shares; 2025Q1: 12,664 shares; 2025Q2: 22,515 shares; 2025Q3: 22,780 shares; 2025Q4: 22,923 shares; 2026Q1: 35,612 shares 35,612 $1.08M 0.01% +12,689 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,969 shares; 2024Q4: 23,469 shares; 2025Q1: 23,469 shares; 2025Q2: 23,090 shares; 2025Q3: 17,290 shares; 2025Q4: 14,750 shares; 2026Q1: 14,374 shares 14,374 $1.07M 0.01% -376 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 10,970 shares; 2025Q1: 10,294 shares; 2025Q2: 12,507 shares; 2025Q3: 12,325 shares; 2025Q4: 12,474 shares; 2026Q1: 12,949 shares 12,949 $1.07M 0.01% +475 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 6,701 shares; 2025Q1: 4,903 shares; 2025Q2: 5,164 shares; 2025Q3: 4,795 shares; 2025Q4: 4,712 shares; 2026Q1: 4,962 shares 4,962 $1.07M 0.01% +250 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 13,049 shares; 2025Q1: 11,086 shares; 2025Q2: 13,996 shares; 2025Q3: 14,919 shares; 2025Q4: 12,809 shares; 2026Q1: 10,931 shares 10,931 $1.07M 0.01% -1,878 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,656 shares; 2025Q1: 8,354 shares; 2025Q2: 9,915 shares; 2025Q3: 10,051 shares; 2025Q4: 9,904 shares; 2026Q1: 9,242 shares 9,242 $1.07M 0.01% -662 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: 75,546 shares; 2024Q4: 64,093 shares; 2025Q1: 60,561 shares; 2025Q2: 67,079 shares; 2025Q3: 77,142 shares; 2025Q4: 64,931 shares; 2026Q1: 67,930 shares 67,930 $1.07M 0.01% +2,999 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,536 shares; 2025Q1: 21,657 shares; 2025Q2: 19,935 shares; 2025Q3: 54,129 shares; 2025Q4: 44,576 shares; 2026Q1: 48,158 shares 48,158 $1.06M 0.01% +3,582 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,865 shares; 2024Q4: 26,935 shares; 2025Q1: 26,741 shares; 2025Q2: 14,005 shares; 2025Q3: 14,196 shares; 2025Q4: 13,230 shares; 2026Q1: 10,916 shares 10,916 $1.06M 0.01% -2,314 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 10,034 shares; 2025Q1: 9,625 shares; 2025Q2: 9,800 shares; 2025Q3: 9,822 shares; 2025Q4: 10,009 shares; 2026Q1: 10,013 shares 10,013 $1.06M 0.01% +4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 21,594 shares; 2025Q1: 20,972 shares; 2025Q2: 22,002 shares; 2025Q3: 21,580 shares; 2025Q4: 21,028 shares; 2026Q1: 21,554 shares 21,554 $1.06M 0.01% +526 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,940 shares; 2026Q1: 35,062 shares 35,062 $1.06M 0.01% +25,122 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,350 shares; 2025Q1: 13,695 shares; 2025Q2: 11,280 shares; 2025Q3: 11,832 shares; 2025Q4: 11,869 shares; 2026Q1: 11,427 shares 11,427 $1.05M 0.01% -442 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 10,282 shares; 2025Q4: 20,740 shares; 2026Q1: 20,760 shares 20,760 $1.04M 0.01% +20 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: 46,058 shares; 2024Q4: 46,860 shares; 2025Q1: 40,990 shares; 2025Q2: 47,267 shares; 2025Q3: 47,516 shares; 2025Q4: 49,338 shares; 2026Q1: 48,995 shares 48,995 $1.04M 0.01% -343 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,140 shares; 2024Q4: 26,511 shares; 2025Q1: 24,760 shares; 2025Q2: 18,448 shares; 2025Q3: 22,116 shares; 2025Q4: 18,585 shares; 2026Q1: 19,425 shares 19,425 $1.04M 0.01% +840 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 4,827 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 5,073 shares; 2025Q4: 5,077 shares; 2026Q1: 5,083 shares 5,083 $1.03M 0.01% +6 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: 5,573 shares; 2024Q4: 12,032 shares; 2025Q1: 5,161 shares; 2025Q2: 10,993 shares; 2025Q3: 10,074 shares; 2025Q4: 7,994 shares; 2026Q1: 7,518 shares 7,518 $1.03M 0.01% -476 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,689 shares; 2025Q4: 7,057 shares; 2026Q1: 26,147 shares 26,147 $1.03M 0.01% +19,090 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,708 shares; 2025Q3: 14,013 shares; 2025Q4: 14,058 shares; 2026Q1: 31,899 shares 31,899 $1.03M 0.01% +17,841 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,336 shares; 2025Q1: 5,188 shares; 2025Q2: 5,343 shares; 2025Q3: 4,071 shares; 2025Q4: 5,357 shares; 2026Q1: 4,941 shares 4,941 $1.03M 0.01% -416 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 41,913 shares; 2025Q1: 41,503 shares; 2025Q2: 21,475 shares; 2025Q3: 14,038 shares; 2025Q4: 14,068 shares; 2026Q1: 13,669 shares 13,669 $1.03M 0.01% -399 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: 27,940 shares; 2024Q4: 27,940 shares; 2025Q1: 27,940 shares; 2025Q2: 27,940 shares; 2025Q3: 27,940 shares; 2025Q4: 27,940 shares; 2026Q1: 27,940 shares 27,940 $1.03M 0.01% 0 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: 1,646 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: 1,241 shares; 2025Q3: 1,819 shares; 2025Q4: 3,502 shares; 2026Q1: 3,573 shares 3,573 $1.02M 0.01% +71 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: 1,648 shares; 2024Q4: 1,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,053 shares; 2025Q4: 5,335 shares; 2026Q1: 5,107 shares 5,107 $1.02M 0.01% -228 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,052 shares; 2024Q4: 93,008 shares; 2025Q1: 88,661 shares; 2025Q2: 87,938 shares; 2025Q3: 87,548 shares; 2025Q4: 79,251 shares; 2026Q1: 80,704 shares 80,704 $1.02M 0.01% +1,453 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 6,959 shares; 2025Q1: 6,971 shares; 2025Q2: 9,034 shares; 2025Q3: 7,789 shares; 2025Q4: 7,271 shares; 2026Q1: 7,211 shares 7,211 $1.02M 0.01% -60 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,123 shares; 2025Q1: 8,302 shares; 2025Q2: 8,452 shares; 2025Q3: 7,781 shares; 2025Q4: 6,933 shares; 2026Q1: 6,936 shares 6,936 $1.01M 0.01% +3 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 9,326 shares; 2025Q1: 8,428 shares; 2025Q2: 8,850 shares; 2025Q3: 10,604 shares; 2025Q4: 9,959 shares; 2026Q1: 9,628 shares 9,628 $1.01M 0.01% -331 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,089 shares; 2024Q4: 23,669 shares; 2025Q1: 20,416 shares; 2025Q2: 18,842 shares; 2025Q3: 19,416 shares; 2025Q4: 18,311 shares; 2026Q1: 21,587 shares 21,587 $1.01M 0.01% +3,276 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: 11,260 shares; 2024Q4: 11,683 shares; 2025Q1: 8,501 shares; 2025Q2: 16,137 shares; 2025Q3: 15,995 shares; 2025Q4: 16,011 shares; 2026Q1: 16,265 shares 16,265 $1.01M 0.01% +254 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 10,148 shares; 2025Q1: 12,878 shares; 2025Q2: 16,728 shares; 2025Q3: 19,305 shares; 2025Q4: 18,513 shares; 2026Q1: 18,126 shares 18,126 $1M 0.01% -387 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,086 shares; 2025Q1: 852 shares; 2025Q2: 910 shares; 2025Q3: 1,022 shares; 2025Q4: 1,275 shares; 2026Q1: 1,357 shares 1,357 $1M 0.01% +82 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,461 shares; 2025Q1: 12,829 shares; 2025Q2: 14,714 shares; 2025Q3: 10,649 shares; 2025Q4: 13,493 shares; 2026Q1: 12,958 shares 12,958 $1M 0.01% -535 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,173 shares; 2025Q1: 3,709 shares; 2025Q2: 4,815 shares; 2025Q3: 5,030 shares; 2025Q4: 5,266 shares; 2026Q1: 5,837 shares 5,837 $996K 0.01% +571 Timeline JMUB 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: 17,168 shares; 2024Q4: 17,168 shares; 2025Q1: 17,168 shares; 2025Q2: 17,168 shares; 2025Q3: 13,540 shares; 2025Q4: 13,540 shares; 2026Q1: 19,881 shares 19,881 $994K 0.01% +6,341 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: 4,654 shares; 2024Q4: 4,010 shares; 2025Q1: 3,987 shares; 2025Q2: 4,238 shares; 2025Q3: 4,337 shares; 2025Q4: 4,241 shares; 2026Q1: 4,397 shares 4,397 $987K 0.01% +156 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 7,131 shares; 2025Q1: 6,354 shares; 2025Q2: 7,357 shares; 2025Q3: 7,404 shares; 2025Q4: 7,760 shares; 2026Q1: 7,182 shares 7,182 $977K 0.01% -578 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,384 shares; 2024Q4: 24,230 shares; 2025Q1: 18,209 shares; 2025Q2: 22,395 shares; 2025Q3: 26,551 shares; 2025Q4: 20,564 shares; 2026Q1: 12,942 shares 12,942 $975K 0.01% -7,622 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,582 shares; 2025Q1: 4,519 shares; 2025Q2: 4,987 shares; 2025Q3: 5,037 shares; 2025Q4: 5,131 shares; 2026Q1: 4,810 shares 4,810 $974K 0.01% -321 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: 5,672 shares; 2024Q4: 6,297 shares; 2025Q1: 5,886 shares; 2025Q2: 6,394 shares; 2025Q3: 4,994 shares; 2025Q4: 4,012 shares; 2026Q1: 3,559 shares 3,559 $974K 0.01% -453 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: 5,144 shares; 2025Q3: 18,218 shares; 2025Q4: 11,949 shares; 2026Q1: 17,228 shares 17,228 $965K 0.01% +5,279 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 14,938 shares; 2025Q1: 14,938 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 19,644 shares; 2026Q1: 20,903 shares 20,903 $964K 0.01% +1,259 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,893 shares; 2024Q4: 15,244 shares; 2025Q1: 15,639 shares; 2025Q2: 12,367 shares; 2025Q3: 61,970 shares; 2025Q4: 56,236 shares; 2026Q1: 58,509 shares 58,509 $961K 0.01% +2,273 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: 9,983 shares; 2024Q4: 4,001 shares; 2025Q1: not reported; 2025Q2: 4,613 shares; 2025Q3: 4,211 shares; 2025Q4: 13,267 shares; 2026Q1: 13,267 shares 13,267 $961K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 5,108 shares; 2025Q1: 5,276 shares; 2025Q2: 2,560 shares; 2025Q3: 5,700 shares; 2025Q4: 6,359 shares; 2026Q1: 7,613 shares 7,613 $950K 0.01% +1,254 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: 22,542 shares; 2024Q4: 22,542 shares; 2025Q1: 22,542 shares; 2025Q2: 24,477 shares; 2025Q3: 24,573 shares; 2025Q4: 24,782 shares; 2026Q1: 24,807 shares 24,807 $948K 0.01% +25 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 6,954 shares; 2025Q1: 12,741 shares; 2025Q2: 12,600 shares; 2025Q3: 7,626 shares; 2025Q4: 7,551 shares; 2026Q1: 8,337 shares 8,337 $944K 0.01% +786 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 8,609 shares; 2025Q1: 6,945 shares; 2025Q2: 7,114 shares; 2025Q3: 8,407 shares; 2025Q4: 8,946 shares; 2026Q1: 8,252 shares 8,252 $943K 0.01% -694 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,191 shares; 2025Q1: 8,191 shares; 2025Q2: 8,191 shares; 2025Q3: 8,191 shares; 2025Q4: 8,191 shares; 2026Q1: 8,191 shares 8,191 $938K 0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 30,151 shares; 2025Q1: 30,481 shares; 2025Q2: 30,690 shares; 2025Q3: 27,717 shares; 2025Q4: 25,620 shares; 2026Q1: 19,475 shares 19,475 $931K 0.01% -6,145 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,657 shares; 2025Q1: 3,823 shares; 2025Q2: 3,525 shares; 2025Q3: 3,464 shares; 2025Q4: 3,943 shares; 2026Q1: 4,143 shares 4,143 $931K 0.01% +200 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,219 shares; 2025Q1: 10,554 shares; 2025Q2: 15,299 shares; 2025Q3: 14,981 shares; 2025Q4: 15,920 shares; 2026Q1: 14,254 shares 14,254 $930K 0.01% -1,666 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 27,911 shares; 2025Q1: 27,432 shares; 2025Q2: 27,938 shares; 2025Q3: 19,298 shares; 2025Q4: 19,397 shares; 2026Q1: 17,858 shares 17,858 $927K 0.01% -1,539 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 19,634 shares; 2025Q1: 29,928 shares; 2025Q2: 24,384 shares; 2025Q3: 24,709 shares; 2025Q4: 25,128 shares; 2026Q1: 18,559 shares 18,559 $926K 0.01% -6,569 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 14,100 shares; 2025Q1: 10,473 shares; 2025Q2: 14,523 shares; 2025Q3: 13,877 shares; 2025Q4: 15,028 shares; 2026Q1: 15,616 shares 15,616 $926K 0.01% +588 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,219 shares; 2025Q1: 8,297 shares; 2025Q2: 6,161 shares; 2025Q3: 7,233 shares; 2025Q4: 6,666 shares; 2026Q1: 7,340 shares 7,340 $921K 0.01% +674 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: 2,755 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 4,221 shares; 2025Q4: 3,872 shares; 2026Q1: 4,029 shares 4,029 $921K 0.01% +157 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 2,653 shares; 2025Q1: 2,497 shares; 2025Q2: 3,025 shares; 2025Q3: 5,931 shares; 2025Q4: 7,564 shares; 2026Q1: 7,126 shares 7,126 $920K 0.01% -438 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 10,851 shares; 2025Q1: 14,623 shares; 2025Q2: 25,273 shares; 2025Q3: 26,310 shares; 2025Q4: 26,411 shares; 2026Q1: 25,760 shares 25,760 $920K 0.01% -651 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 7,188 shares; 2025Q1: 7,440 shares; 2025Q2: 7,641 shares; 2025Q3: 7,023 shares; 2025Q4: 3,936 shares; 2026Q1: 4,672 shares 4,672 $913K 0.01% +736 Timeline IDEV 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: 7,788 shares; 2024Q4: 7,694 shares; 2025Q1: 7,720 shares; 2025Q2: 8,911 shares; 2025Q3: 9,790 shares; 2025Q4: 9,959 shares; 2026Q1: 10,924 shares 10,924 $913K 0.01% +965 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,087 shares; 2024Q4: 36,423 shares; 2025Q1: 36,483 shares; 2025Q2: 35,920 shares; 2025Q3: 35,198 shares; 2025Q4: 36,418 shares; 2026Q1: 36,610 shares 36,610 $910K 0.01% +192 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: 19,404 shares; 2024Q4: 20,106 shares; 2025Q1: 19,646 shares; 2025Q2: 21,789 shares; 2025Q3: 21,580 shares; 2025Q4: 20,926 shares; 2026Q1: 27,440 shares 27,440 $910K 0.01% +6,514 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,158 shares; 2025Q1: 5,382 shares; 2025Q2: 4,647 shares; 2025Q3: 3,826 shares; 2025Q4: 3,940 shares; 2026Q1: 4,585 shares 4,585 $908K 0.01% +645 Timeline PULS 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: 10,016 shares; 2024Q4: 10,105 shares; 2025Q1: 9,963 shares; 2025Q2: 9,088 shares; 2025Q3: 8,930 shares; 2025Q4: 23,309 shares; 2026Q1: 18,317 shares 18,317 $907K 0.01% -4,992 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,375 shares; 2025Q1: 16,041 shares; 2025Q2: 11,113 shares; 2025Q3: 10,374 shares; 2025Q4: 8,824 shares; 2026Q1: 8,316 shares 8,316 $906K 0.01% -508 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: 36,927 shares; 2024Q4: 28,170 shares; 2025Q1: 26,762 shares; 2025Q2: 23,846 shares; 2025Q3: 23,996 shares; 2025Q4: 24,571 shares; 2026Q1: 25,383 shares 25,383 $906K 0.01% +812 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 15,559 shares; 2025Q1: 15,104 shares; 2025Q2: 16,396 shares; 2025Q3: 17,612 shares; 2025Q4: 16,744 shares; 2026Q1: 17,110 shares 17,110 $904K 0.01% +366 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,123 shares; 2024Q4: 21,991 shares; 2025Q1: 21,085 shares; 2025Q2: 22,241 shares; 2025Q3: 20,471 shares; 2025Q4: 19,212 shares; 2026Q1: 19,954 shares 19,954 $903K 0.01% +742 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,582 shares; 2024Q4: 31,339 shares; 2025Q1: 29,178 shares; 2025Q2: 15,055 shares; 2025Q3: 15,045 shares; 2025Q4: 15,751 shares; 2026Q1: 13,838 shares 13,838 $902K 0.01% -1,913 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 3,667 shares; 2025Q1: 3,645 shares; 2025Q2: 3,460 shares; 2025Q3: 3,468 shares; 2025Q4: 2,766 shares; 2026Q1: 2,661 shares 2,661 $902K 0.01% -105 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,652 shares; 2025Q1: 4,106 shares; 2025Q2: 3,331 shares; 2025Q3: 4,105 shares; 2025Q4: 4,296 shares; 2026Q1: 4,539 shares 4,539 $899K 0.01% +243 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,748 shares; 2025Q1: 4,182 shares; 2025Q2: 4,403 shares; 2025Q3: 2,764 shares; 2025Q4: 2,575 shares; 2026Q1: 2,711 shares 2,711 $897K 0.01% +136 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 23,722 shares; 2025Q1: 20,812 shares; 2025Q2: 24,314 shares; 2025Q3: 26,946 shares; 2025Q4: 25,403 shares; 2026Q1: 25,259 shares 25,259 $893K 0.01% -144 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,432 shares; 2025Q1: 1,341 shares; 2025Q2: not reported; 2025Q3: 4,995 shares; 2025Q4: 8,183 shares; 2026Q1: 8,074 shares 8,074 $890K 0.01% -109 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,704 shares; 2025Q1: 12,109 shares; 2025Q2: 13,713 shares; 2025Q3: 28,293 shares; 2025Q4: 14,738 shares; 2026Q1: 14,799 shares 14,799 $887K 0.01% +61 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 34,527 shares; 2025Q1: 32,426 shares; 2025Q2: 34,246 shares; 2025Q3: 38,008 shares; 2025Q4: 36,027 shares; 2026Q1: 33,552 shares 33,552 $887K 0.01% -2,475 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,329 shares; 2025Q1: 2,988 shares; 2025Q2: 3,431 shares; 2025Q3: 3,662 shares; 2025Q4: 3,706 shares; 2026Q1: 3,820 shares 3,820 $886K 0.01% +114 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,541 shares; 2025Q1: 16,339 shares; 2025Q2: 38,564 shares; 2025Q3: 17,450 shares; 2025Q4: 17,450 shares; 2026Q1: 19,043 shares 19,043 $884K 0.01% +1,593 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,619 shares; 2024Q4: 19,991 shares; 2025Q1: 19,679 shares; 2025Q2: 19,310 shares; 2025Q3: 18,858 shares; 2025Q4: 22,513 shares; 2026Q1: 20,782 shares 20,782 $878K 0.01% -1,731 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 11,322 shares; 2025Q1: 6,214 shares; 2025Q2: 10,901 shares; 2025Q3: 11,021 shares; 2025Q4: 12,262 shares; 2026Q1: 10,795 shares 10,795 $878K 0.01% -1,467 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 2,698 shares; 2025Q1: 2,903 shares; 2025Q2: 2,839 shares; 2025Q3: 2,977 shares; 2025Q4: 3,043 shares; 2026Q1: 2,960 shares 2,960 $878K 0.01% -83 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 6,629 shares; 2025Q1: 5,031 shares; 2025Q2: 6,017 shares; 2025Q3: 8,111 shares; 2025Q4: 8,276 shares; 2026Q1: 7,430 shares 7,430 $876K 0.01% -846 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 3,205 shares; 2025Q1: 2,087 shares; 2025Q2: 3,992 shares; 2025Q3: 4,079 shares; 2025Q4: 4,062 shares; 2026Q1: 3,294 shares 3,294 $875K 0.01% -768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,754 shares; 2025Q4: 41,331 shares; 2026Q1: 61,401 shares 61,401 $875K 0.01% +20,070 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,163 shares; 2025Q1: 10,237 shares; 2025Q2: 10,480 shares; 2025Q3: 10,690 shares; 2025Q4: 10,636 shares; 2026Q1: 10,677 shares 10,677 $875K 0.01% +41 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 1,244 shares; 2025Q1: not reported; 2025Q2: 2,045 shares; 2025Q3: 1,843 shares; 2025Q4: 1,692 shares; 2026Q1: 1,671 shares 1,671 $872K 0.01% -21 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: 1,299 shares; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,340 shares; 2025Q3: 1,429 shares; 2025Q4: 1,590 shares; 2026Q1: 1,609 shares 1,609 $871K 0.01% +19 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 6,906 shares; 2025Q1: 4,825 shares; 2025Q2: 4,264 shares; 2025Q3: 4,818 shares; 2025Q4: 6,488 shares; 2026Q1: 9,475 shares 9,475 $869K 0.01% +2,987 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,764 shares; 2024Q4: 77,803 shares; 2025Q1: 76,149 shares; 2025Q2: 83,667 shares; 2025Q3: 69,358 shares; 2025Q4: 68,896 shares; 2026Q1: 75,143 shares 75,143 $867K 0.01% +6,247 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 10,267 shares; 2025Q1: 3,284 shares; 2025Q2: 8,506 shares; 2025Q3: 7,904 shares; 2025Q4: 9,017 shares; 2026Q1: 11,382 shares 11,382 $867K 0.01% +2,365 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,632 shares; 2025Q1: 20,052 shares; 2025Q2: 21,373 shares; 2025Q3: 26,832 shares; 2025Q4: 26,070 shares; 2026Q1: 26,119 shares 26,119 $864K 0.01% +49 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 14,183 shares; 2025Q1: 14,599 shares; 2025Q2: 15,011 shares; 2025Q3: 15,594 shares; 2025Q4: 16,449 shares; 2026Q1: 17,326 shares 17,326 $864K 0.01% +877 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,198 shares; 2024Q4: 27,521 shares; 2025Q1: 27,284 shares; 2025Q2: 27,786 shares; 2025Q3: 27,922 shares; 2025Q4: 29,168 shares; 2026Q1: 29,171 shares 29,171 $860K 0.01% +3 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 3,806 shares; 2025Q1: 3,866 shares; 2025Q2: 3,782 shares; 2025Q3: 3,707 shares; 2025Q4: 3,709 shares; 2026Q1: 3,921 shares 3,921 $859K 0.01% +212 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: 17,317 shares; 2024Q4: 10,252 shares; 2025Q1: 10,345 shares; 2025Q2: 10,759 shares; 2025Q3: 11,066 shares; 2025Q4: 10,912 shares; 2026Q1: 13,633 shares 13,633 $851K 0.01% +2,721 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,880 shares; 2024Q4: 18,070 shares; 2025Q1: 17,069 shares; 2025Q2: 12,736 shares; 2025Q3: 12,158 shares; 2025Q4: 9,890 shares; 2026Q1: 9,040 shares 9,040 $849K 0.01% -850 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,863 shares; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 3,877 shares; 2025Q4: 2,340 shares; 2026Q1: 2,185 shares 2,185 $848K 0.01% -155 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 6,410 shares; 2025Q1: 6,466 shares; 2025Q2: 11,049 shares; 2025Q3: 11,727 shares; 2025Q4: 15,052 shares; 2026Q1: 14,956 shares 14,956 $843K 0.01% -96 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,703 shares; 2025Q1: 4,612 shares; 2025Q2: 5,823 shares; 2025Q3: 5,826 shares; 2025Q4: 5,367 shares; 2026Q1: 5,361 shares 5,361 $843K 0.01% -6 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,471 shares; 2025Q1: 6,313 shares; 2025Q2: 5,598 shares; 2025Q3: 5,971 shares; 2025Q4: 4,768 shares; 2026Q1: 5,576 shares 5,576 $838K 0.01% +808 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: 8,126 shares; 2024Q4: 7,454 shares; 2025Q1: 7,521 shares; 2025Q2: 7,022 shares; 2025Q3: 5,131 shares; 2025Q4: 4,990 shares; 2026Q1: 4,824 shares 4,824 $838K 0.01% -166 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,626 shares; 2025Q1: 1,615 shares; 2025Q2: 2,361 shares; 2025Q3: 2,342 shares; 2025Q4: 2,945 shares; 2026Q1: 2,862 shares 2,862 $835K 0.01% -83 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 10,614 shares; 2025Q1: 8,535 shares; 2025Q2: 12,082 shares; 2025Q3: 13,341 shares; 2025Q4: 13,486 shares; 2026Q1: 12,232 shares 12,232 $832K 0.01% -1,254 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,073 shares; 2025Q3: 11,941 shares; 2025Q4: 15,826 shares; 2026Q1: 15,183 shares 15,183 $829K 0.01% -643 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: 15,020 shares; 2024Q4: 14,671 shares; 2025Q1: 14,605 shares; 2025Q2: 14,298 shares; 2025Q3: 13,365 shares; 2025Q4: 13,070 shares; 2026Q1: 12,653 shares 12,653 $826K 0.01% -417 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: 74,300 shares; 2024Q4: 74,562 shares; 2025Q1: 74,078 shares; 2025Q2: 73,822 shares; 2025Q3: 71,045 shares; 2025Q4: 69,768 shares; 2026Q1: 72,251 shares 72,251 $826K 0.01% +2,483 Timeline PRF 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: 22,090 shares; 2024Q4: 22,090 shares; 2025Q1: 22,090 shares; 2025Q2: 17,340 shares; 2025Q3: 17,340 shares; 2025Q4: 17,340 shares; 2026Q1: 17,340 shares 17,340 $824K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 31,845 shares; 2025Q1: 24,187 shares; 2025Q2: 25,091 shares; 2025Q3: 25,070 shares; 2025Q4: 24,944 shares; 2026Q1: 24,544 shares 24,544 $823K 0.01% -400 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 6,733 shares; 2025Q1: 22,363 shares; 2025Q2: 22,399 shares; 2025Q3: 22,834 shares; 2025Q4: 16,279 shares; 2026Q1: 16,309 shares 16,309 $821K 0.01% +30 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,798 shares; 2024Q4: 72,526 shares; 2025Q1: 67,240 shares; 2025Q2: 61,528 shares; 2025Q3: 33,731 shares; 2025Q4: 24,937 shares; 2026Q1: 25,571 shares 25,571 $819K 0.01% +634 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 4,578 shares; 2025Q1: 3,827 shares; 2025Q2: 4,234 shares; 2025Q3: 4,617 shares; 2025Q4: 3,561 shares; 2026Q1: 4,519 shares 4,519 $817K 0.01% +958 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 8,291 shares; 2025Q1: 8,469 shares; 2025Q2: 8,293 shares; 2025Q3: 8,354 shares; 2025Q4: 8,390 shares; 2026Q1: 15,044 shares 15,044 $814K 0.01% +6,654 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 50,039 shares; 2025Q1: 47,508 shares; 2025Q2: 41,864 shares; 2025Q3: 38,323 shares; 2025Q4: 28,748 shares; 2026Q1: 28,053 shares 28,053 $812K 0.01% -695 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: 7,084 shares; 2024Q4: 5,847 shares; 2025Q1: 4,245 shares; 2025Q2: 3,024 shares; 2025Q3: 7,128 shares; 2025Q4: 7,838 shares; 2026Q1: 8,105 shares 8,105 $811K 0.01% +267 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,433 shares; 2025Q3: 20,376 shares; 2025Q4: 18,487 shares; 2026Q1: 18,608 shares 18,608 $811K 0.01% +121 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,894 shares; 2025Q1: 7,932 shares; 2025Q2: 8,147 shares; 2025Q3: 9,057 shares; 2025Q4: 8,648 shares; 2026Q1: 5,398 shares 5,398 $810K 0.01% -3,250 Timeline PFF 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: 18,109 shares; 2024Q4: 34,542 shares; 2025Q1: 14,740 shares; 2025Q2: 25,095 shares; 2025Q3: 28,015 shares; 2025Q4: 24,121 shares; 2026Q1: 26,719 shares 26,719 $810K 0.01% +2,598 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,813 shares; 2026Q1: 4,836 shares 4,836 $806K 0.01% +2,023 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 6,711 shares; 2025Q1: 5,162 shares; 2025Q2: 6,152 shares; 2025Q3: 6,464 shares; 2025Q4: 5,388 shares; 2026Q1: 4,616 shares 4,616 $804K 0.01% -772 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 6,476 shares; 2025Q1: 6,345 shares; 2025Q2: 5,984 shares; 2025Q3: 6,047 shares; 2025Q4: 5,867 shares; 2026Q1: 4,666 shares 4,666 $803K 0.01% -1,201 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 2,243 shares; 2025Q1: 1,649 shares; 2025Q2: 1,708 shares; 2025Q3: 2,266 shares; 2025Q4: 2,029 shares; 2026Q1: 3,858 shares 3,858 $802K 0.01% +1,829 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,318 shares; 2024Q4: 120,978 shares; 2025Q1: 119,724 shares; 2025Q2: 112,322 shares; 2025Q3: 105,919 shares; 2025Q4: 94,766 shares; 2026Q1: 87,002 shares 87,002 $801K 0.01% -7,764 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,562 shares; 2025Q1: 6,007 shares; 2025Q2: 5,931 shares; 2025Q3: 5,178 shares; 2025Q4: 5,028 shares; 2026Q1: 8,546 shares 8,546 $801K 0.01% +3,518 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: 41,432 shares; 2024Q4: 32,224 shares; 2025Q1: 32,773 shares; 2025Q2: 33,225 shares; 2025Q3: 32,283 shares; 2025Q4: 32,032 shares; 2026Q1: 30,837 shares 30,837 $799K 0.01% -1,195 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 19,727 shares; 2025Q1: 19,462 shares; 2025Q2: 16,168 shares; 2025Q3: 14,785 shares; 2025Q4: 13,461 shares; 2026Q1: 12,843 shares 12,843 $792K 0.01% -618 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,263 shares; 2025Q1: 6,932 shares; 2025Q2: 6,707 shares; 2025Q3: 4,601 shares; 2025Q4: 4,678 shares; 2026Q1: 5,088 shares 5,088 $788K 0.01% +410 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,161 shares 22,161 $787K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,529 shares; 2025Q1: 4,993 shares; 2025Q2: 2,630 shares; 2025Q3: 2,406 shares; 2025Q4: 4,874 shares; 2026Q1: 3,726 shares 3,726 $787K 0.01% -1,148 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,953 shares; 2024Q4: 9,310 shares; 2025Q1: 8,243 shares; 2025Q2: 7,533 shares; 2025Q3: 8,541 shares; 2025Q4: 6,721 shares; 2026Q1: 7,242 shares 7,242 $787K 0.01% +521 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,519 shares; 2025Q1: 11,433 shares; 2025Q2: 12,246 shares; 2025Q3: 12,246 shares; 2025Q4: 11,222 shares; 2026Q1: 10,749 shares 10,749 $786K 0.01% -473 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: 3,431 shares; 2024Q4: 4,041 shares; 2025Q1: 3,626 shares; 2025Q2: 4,324 shares; 2025Q3: 3,784 shares; 2025Q4: 3,818 shares; 2026Q1: 3,855 shares 3,855 $786K 0.01% +37 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,486 shares; 2025Q3: 21,763 shares; 2025Q4: 21,850 shares; 2026Q1: 23,192 shares 23,192 $785K 0.01% +1,342 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,153 shares; 2025Q1: 5,972 shares; 2025Q2: 5,727 shares; 2025Q3: 5,521 shares; 2025Q4: 5,499 shares; 2026Q1: 5,386 shares 5,386 $785K 0.01% -113 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 13,642 shares; 2025Q1: 8,731 shares; 2025Q2: 16,919 shares; 2025Q3: 18,350 shares; 2025Q4: 19,317 shares; 2026Q1: 20,132 shares 20,132 $785K 0.01% +815 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,690 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,706 shares; 2025Q4: 6,388 shares; 2026Q1: 6,962 shares 6,962 $784K 0.01% +574 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 7,134 shares; 2025Q1: 6,815 shares; 2025Q2: 7,831 shares; 2025Q3: 7,599 shares; 2025Q4: 8,011 shares; 2026Q1: 8,685 shares 8,685 $783K 0.01% +674 Timeline REM 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: 74,696 shares; 2024Q4: 74,445 shares; 2025Q1: 63,902 shares; 2025Q2: 54,552 shares; 2025Q3: 49,292 shares; 2025Q4: 42,044 shares; 2026Q1: 36,289 shares 36,289 $779K 0.01% -5,755 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,892 shares; 2025Q1: 3,572 shares; 2025Q2: 5,194 shares; 2025Q3: 5,440 shares; 2025Q4: 5,886 shares; 2026Q1: 6,594 shares 6,594 $778K 0.01% +708 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,349 shares; 2025Q1: 79,062 shares; 2025Q2: 85,272 shares; 2025Q3: 83,903 shares; 2025Q4: 77,567 shares; 2026Q1: 70,502 shares 70,502 $776K 0.01% -7,065 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 2,937 shares; 2025Q1: 16,084 shares; 2025Q2: 17,359 shares; 2025Q3: 19,954 shares; 2025Q4: 24,652 shares; 2026Q1: 25,858 shares 25,858 $775K 0.01% +1,206 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,670 shares; 2026Q1: 63,081 shares 63,081 $773K 0.01% +3,411 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 16,418 shares; 2025Q1: 16,130 shares; 2025Q2: 13,058 shares; 2025Q3: 12,742 shares; 2025Q4: 12,917 shares; 2026Q1: 14,354 shares 14,354 $771K 0.01% +1,437 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 14,172 shares; 2025Q1: 11,246 shares; 2025Q2: 10,567 shares; 2025Q3: 10,317 shares; 2025Q4: 9,398 shares; 2026Q1: 8,189 shares 8,189 $771K 0.01% -1,209 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,611 shares; 2025Q1: 5,166 shares; 2025Q2: 2,954 shares; 2025Q3: 3,036 shares; 2025Q4: 2,909 shares; 2026Q1: 2,830 shares 2,830 $771K 0.01% -79 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 5,100 shares; 2025Q4: 4,554 shares; 2026Q1: 6,473 shares 6,473 $769K 0.01% +1,919 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: 86,275 shares; 2024Q4: 104,915 shares; 2025Q1: 178,456 shares; 2025Q2: 160,075 shares; 2025Q3: 154,307 shares; 2025Q4: 156,340 shares; 2026Q1: 101,280 shares 101,280 $768K 0.01% -55,060 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: 19,525 shares; 2024Q4: 18,634 shares; 2025Q1: 17,549 shares; 2025Q2: 20,992 shares; 2025Q3: 20,860 shares; 2025Q4: 19,421 shares; 2026Q1: 24,584 shares 24,584 $767K 0.01% +5,163 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,415 shares; 2025Q1: 4,217 shares; 2025Q2: 5,303 shares; 2025Q3: 4,400 shares; 2025Q4: 3,632 shares; 2026Q1: 4,025 shares 4,025 $764K 0.01% +393 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: 22,985 shares; 2024Q4: 20,033 shares; 2025Q1: 21,262 shares; 2025Q2: 24,801 shares; 2025Q3: 30,414 shares; 2025Q4: 34,610 shares; 2026Q1: 41,213 shares 41,213 $763K 0.01% +6,603 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,395 shares; 2025Q1: 49,751 shares; 2025Q2: 56,291 shares; 2025Q3: 56,262 shares; 2025Q4: 53,402 shares; 2026Q1: 60,615 shares 60,615 $762K 0.01% +7,213 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 176 shares; 2025Q1: 172 shares; 2025Q2: 173 shares; 2025Q3: 396 shares; 2025Q4: 364 shares; 2026Q1: 346 shares 346 $760K 0.01% -18 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: 1,095 shares; 2024Q4: 1,292 shares; 2025Q1: 996 shares; 2025Q2: 1,847 shares; 2025Q3: 1,977 shares; 2025Q4: 1,884 shares; 2026Q1: 1,888 shares 1,888 $756K 0.01% +4 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,356 shares; 2024Q4: 27,155 shares; 2025Q1: 21,180 shares; 2025Q2: 16,732 shares; 2025Q3: 11,709 shares; 2025Q4: 9,684 shares; 2026Q1: 11,678 shares 11,678 $755K 0.01% +1,994 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 6,800 shares; 2025Q1: 8,209 shares; 2025Q2: 9,553 shares; 2025Q3: 7,657 shares; 2025Q4: 8,419 shares; 2026Q1: 10,308 shares 10,308 $754K 0.01% +1,889 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,513 shares; 2025Q1: 5,318 shares; 2025Q2: 5,281 shares; 2025Q3: 5,281 shares; 2025Q4: 5,209 shares; 2026Q1: 5,210 shares 5,210 $754K 0.01% +1 Timeline RDVY 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: 10,697 shares; 2024Q4: 10,649 shares; 2025Q1: 9,853 shares; 2025Q2: 11,026 shares; 2025Q3: 11,135 shares; 2025Q4: 11,004 shares; 2026Q1: 11,007 shares 11,007 $752K 0.01% +3 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,514 shares; 2025Q1: 5,481 shares; 2025Q2: 6,351 shares; 2025Q3: 6,229 shares; 2025Q4: 5,824 shares; 2026Q1: 4,270 shares 4,270 $750K 0.01% -1,554 Timeline PAVE 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: 18,040 shares; 2024Q4: 18,036 shares; 2025Q1: 18,317 shares; 2025Q2: 18,012 shares; 2025Q3: 17,909 shares; 2025Q4: 15,027 shares; 2026Q1: 14,723 shares 14,723 $748K 0.01% -304 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,496 shares; 2024Q4: 27,832 shares; 2025Q1: 20,296 shares; 2025Q2: 24,596 shares; 2025Q3: 22,113 shares; 2025Q4: 20,977 shares; 2026Q1: 21,238 shares 21,238 $746K 0.01% +261 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 11,620 shares; 2025Q1: 11,706 shares; 2025Q2: 9,721 shares; 2025Q3: 12,319 shares; 2025Q4: 10,943 shares; 2026Q1: 10,749 shares 10,749 $746K 0.01% -194 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: 67,657 shares; 2024Q4: 99,707 shares; 2025Q1: 108,375 shares; 2025Q2: 82,008 shares; 2025Q3: 85,678 shares; 2025Q4: 93,072 shares; 2026Q1: 57,767 shares 57,767 $743K 0.01% -35,305 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 7,447 shares; 2025Q1: 6,667 shares; 2025Q2: 6,450 shares; 2025Q3: 11,173 shares; 2025Q4: 6,346 shares; 2026Q1: 6,238 shares 6,238 $740K 0.01% -108 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 2,975 shares; 2025Q1: 4,670 shares; 2025Q2: 4,910 shares; 2025Q3: 6,205 shares; 2025Q4: 7,904 shares; 2026Q1: 7,373 shares 7,373 $739K 0.01% -531 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,389 shares; 2025Q1: 4,050 shares; 2025Q2: 3,829 shares; 2025Q3: 4,187 shares; 2025Q4: 3,317 shares; 2026Q1: 3,571 shares 3,571 $738K 0.01% +254 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,408 shares; 2025Q1: 12,795 shares; 2025Q2: 38,520 shares; 2025Q3: 38,154 shares; 2025Q4: 55,418 shares; 2026Q1: 45,499 shares 45,499 $738K 0.01% -9,919 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: 8,864 shares; 2025Q4: 9,557 shares; 2026Q1: 9,727 shares 9,727 $736K 0.01% +170 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 10,059 shares; 2025Q1: 10,133 shares; 2025Q2: 44,232 shares; 2025Q3: 43,617 shares; 2025Q4: 44,027 shares; 2026Q1: 41,453 shares 41,453 $736K 0.01% -2,574 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 10,690 shares; 2025Q1: 9,534 shares; 2025Q2: 9,377 shares; 2025Q3: 7,947 shares; 2025Q4: 11,914 shares; 2026Q1: 8,665 shares 8,665 $736K 0.01% -3,249 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,021 shares; 2025Q2: 7,279 shares; 2025Q3: 8,285 shares; 2025Q4: 7,355 shares; 2026Q1: 7,865 shares 7,865 $735K 0.01% +510 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,904 shares; 2025Q1: 14,876 shares; 2025Q2: 14,724 shares; 2025Q3: 9,171 shares; 2025Q4: 7,177 shares; 2026Q1: 7,177 shares 7,177 $734K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 2,536 shares; 2025Q3: 2,773 shares; 2025Q4: 3,097 shares; 2026Q1: 2,935 shares 2,935 $734K 0.01% -162 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,548 shares; 2024Q4: 26,377 shares; 2025Q1: 25,570 shares; 2025Q2: 28,726 shares; 2025Q3: 24,800 shares; 2025Q4: 19,725 shares; 2026Q1: 19,712 shares 19,712 $734K 0.01% -13 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,889 shares; 2025Q1: 2,018 shares; 2025Q2: 2,053 shares; 2025Q3: 2,276 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $733K 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,318 shares; 2025Q1: 3,112 shares; 2025Q2: 3,845 shares; 2025Q3: 5,665 shares; 2025Q4: 6,236 shares; 2026Q1: 5,067 shares 5,067 $733K 0.01% -1,169 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: 5,377 shares; 2024Q4: 10,308 shares; 2025Q1: 10,236 shares; 2025Q2: 12,975 shares; 2025Q3: 13,816 shares; 2025Q4: 13,659 shares; 2026Q1: 13,624 shares 13,624 $725K 0.01% -35 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 15,541 shares; 2025Q1: 13,841 shares; 2025Q2: 14,099 shares; 2025Q3: 15,688 shares; 2025Q4: 15,218 shares; 2026Q1: 15,492 shares 15,492 $724K 0.01% +274 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,308 shares; 2024Q4: 57,033 shares; 2025Q1: 69,301 shares; 2025Q2: 69,301 shares; 2025Q3: 69,301 shares; 2025Q4: 57,067 shares; 2026Q1: 65,664 shares 65,664 $724K 0.01% +8,597 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 4,574 shares; 2025Q1: 4,540 shares; 2025Q2: 4,518 shares; 2025Q3: 5,185 shares; 2025Q4: 5,164 shares; 2026Q1: 5,155 shares 5,155 $724K 0.01% -9 Timeline AKO-B EMBOTELLADORA ANDINA S A More: the full row for EMBOTELLADORA ANDINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,570 shares; 2024Q4: 28,570 shares; 2025Q1: 28,570 shares; 2025Q2: 28,570 shares; 2025Q3: 28,570 shares; 2025Q4: 28,570 shares; 2026Q1: 28,570 shares 28,570 $721K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 5,675 shares; 2025Q1: 3,499 shares; 2025Q2: 6,032 shares; 2025Q3: 6,391 shares; 2025Q4: 5,217 shares; 2026Q1: 3,900 shares 3,900 $720K 0.01% -1,317 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,389 shares 28,389 $720K 0.01% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,539 shares; 2025Q1: 3,425 shares; 2025Q2: 6,336 shares; 2025Q3: 8,954 shares; 2025Q4: 7,701 shares; 2026Q1: 7,877 shares 7,877 $720K 0.01% +176 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: 1,982 shares; 2024Q4: 1,644 shares; 2025Q1: 1,123 shares; 2025Q2: 1,342 shares; 2025Q3: 980 shares; 2025Q4: 1,443 shares; 2026Q1: 1,315 shares 1,315 $715K 0.01% -128 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 8,350 shares; 2025Q1: 8,067 shares; 2025Q2: 10,287 shares; 2025Q3: 13,748 shares; 2025Q4: 11,627 shares; 2026Q1: 11,789 shares 11,789 $712K 0.01% +162 Timeline HERZ HERZFELD CARIBBEAN BASIN FD More: the full row for HERZFELD CARIBBEAN BASIN 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: 45,550 shares 45,550 $709K 0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,741 shares; 2025Q1: 5,377 shares; 2025Q2: 5,019 shares; 2025Q3: 5,283 shares; 2025Q4: 4,700 shares; 2026Q1: 5,566 shares 5,566 $708K 0.01% +866 Timeline NOBL 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: 10,107 shares; 2024Q4: 9,570 shares; 2025Q1: 7,270 shares; 2025Q2: 6,774 shares; 2025Q3: 6,792 shares; 2025Q4: 6,792 shares; 2026Q1: 6,670 shares 6,670 $707K 0.01% -122 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: 1,512 shares; 2024Q4: 1,394 shares; 2025Q1: 1,395 shares; 2025Q2: 2,654 shares; 2025Q3: 3,383 shares; 2025Q4: 3,486 shares; 2026Q1: 3,333 shares 3,333 $706K 0.01% -153 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,047 shares; 2025Q1: 12,026 shares; 2025Q2: 11,893 shares; 2025Q3: 11,938 shares; 2025Q4: 11,995 shares; 2026Q1: 12,147 shares 12,147 $697K 0.01% +152 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: 16,457 shares; 2024Q4: 19,359 shares; 2025Q1: 17,321 shares; 2025Q2: 25,780 shares; 2025Q3: 23,638 shares; 2025Q4: 25,395 shares; 2026Q1: 23,399 shares 23,399 $697K 0.01% -1,996 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 7,255 shares; 2025Q1: 7,730 shares; 2025Q2: 7,839 shares; 2025Q3: 7,846 shares; 2025Q4: 7,854 shares; 2026Q1: 6,907 shares 6,907 $695K 0.01% -947 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 6,958 shares; 2025Q1: 4,247 shares; 2025Q2: 8,367 shares; 2025Q3: 7,373 shares; 2025Q4: 6,404 shares; 2026Q1: 6,476 shares 6,476 $692K 0.01% +72 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,756 shares; 2025Q1: 2,066 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $691K 0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 919 shares; 2025Q1: 920 shares; 2025Q2: 894 shares; 2025Q3: 890 shares; 2025Q4: 888 shares; 2026Q1: 872 shares 872 $689K 0.01% -16 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,039 shares; 2025Q1: 5,053 shares; 2025Q2: 5,006 shares; 2025Q3: 8,430 shares; 2025Q4: 6,845 shares; 2026Q1: 6,639 shares 6,639 $688K 0.01% -206 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: 22,550 shares; 2024Q4: 22,550 shares; 2025Q1: 22,780 shares; 2025Q2: 22,780 shares; 2025Q3: 22,780 shares; 2025Q4: 22,780 shares; 2026Q1: 22,780 shares 22,780 $688K 0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 8,815 shares; 2025Q3: 11,024 shares; 2025Q4: 11,143 shares; 2026Q1: 11,942 shares 11,942 $683K 0.01% +799 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,067 shares; 2024Q4: 30,730 shares; 2025Q1: 37,530 shares; 2025Q2: 65,340 shares; 2025Q3: 75,100 shares; 2025Q4: 74,598 shares; 2026Q1: 73,431 shares 73,431 $682K 0.01% -1,167 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 25,381 shares; 2025Q1: 25,252 shares; 2025Q2: 17,627 shares; 2025Q3: 19,575 shares; 2025Q4: 17,684 shares; 2026Q1: 18,609 shares 18,609 $681K 0.01% +925 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,802 shares; 2024Q4: 286,802 shares; 2025Q1: 286,802 shares; 2025Q2: 286,802 shares; 2025Q3: 286,802 shares; 2025Q4: 386,922 shares; 2026Q1: 386,602 shares 386,602 $680K 0.01% -320 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,021 shares; 2024Q4: 35,278 shares; 2025Q1: 36,903 shares; 2025Q2: 38,690 shares; 2025Q3: 33,692 shares; 2025Q4: 34,467 shares; 2026Q1: 27,778 shares 27,778 $679K 0.01% -6,689 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,452 shares; 2025Q1: 4,992 shares; 2025Q2: 5,395 shares; 2025Q3: 5,176 shares; 2025Q4: 5,105 shares; 2026Q1: 4,994 shares 4,994 $678K 0.01% -111 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 4,414 shares; 2025Q1: 3,055 shares; 2025Q2: 3,447 shares; 2025Q3: 5,395 shares; 2025Q4: 5,897 shares; 2026Q1: 5,789 shares 5,789 $678K 0.01% -108 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,192 shares; 2025Q1: 8,859 shares; 2025Q2: 16,826 shares; 2025Q3: 16,826 shares; 2025Q4: 16,312 shares; 2026Q1: 16,673 shares 16,673 $670K 0.01% +361 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,540 shares; 2024Q4: 25,448 shares; 2025Q1: 21,959 shares; 2025Q2: 19,321 shares; 2025Q3: 52,871 shares; 2025Q4: 43,366 shares; 2026Q1: 66,510 shares 66,510 $669K 0.01% +23,144 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,569 shares; 2024Q4: 21,814 shares; 2025Q1: 26,040 shares; 2025Q2: 25,794 shares; 2025Q3: 29,363 shares; 2025Q4: 25,105 shares; 2026Q1: 24,889 shares 24,889 $668K 0.01% -216 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,312 shares; 2024Q4: 25,576 shares; 2025Q1: 22,849 shares; 2025Q2: 34,755 shares; 2025Q3: 34,769 shares; 2025Q4: 35,003 shares; 2026Q1: 23,159 shares 23,159 $667K 0.01% -11,844 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,776 shares; 2025Q1: 2,924 shares; 2025Q2: 3,076 shares; 2025Q3: 2,956 shares; 2025Q4: 3,103 shares; 2026Q1: 2,432 shares 2,432 $667K 0.01% -671 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,571 shares; 2025Q4: 16,801 shares; 2026Q1: 16,330 shares 16,330 $666K 0.01% -471 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,008 shares; 2025Q1: 3,770 shares; 2025Q2: 3,731 shares; 2025Q3: 4,947 shares; 2025Q4: 4,433 shares; 2026Q1: 4,060 shares 4,060 $666K 0.01% -373 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: 32,685 shares; 2024Q4: 29,604 shares; 2025Q1: 31,300 shares; 2025Q2: 33,153 shares; 2025Q3: 33,702 shares; 2025Q4: 42,013 shares; 2026Q1: 44,658 shares 44,658 $665K 0.01% +2,645 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 17,077 shares; 2025Q1: 16,882 shares; 2025Q2: 16,060 shares; 2025Q3: 15,798 shares; 2025Q4: 14,688 shares; 2026Q1: 14,688 shares 14,688 $665K 0.01% 0 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: 8,568 shares; 2024Q4: 9,284 shares; 2025Q1: 5,591 shares; 2025Q2: 8,040 shares; 2025Q3: 7,243 shares; 2025Q4: 7,328 shares; 2026Q1: 7,681 shares 7,681 $660K 0.01% +353 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,254 shares; 2025Q1: 8,584 shares; 2025Q2: 9,021 shares; 2025Q3: 9,079 shares; 2025Q4: 8,540 shares; 2026Q1: 8,510 shares 8,510 $660K 0.01% -30 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: 7,986 shares; 2025Q1: 11,213 shares; 2025Q2: 9,242 shares; 2025Q3: 10,722 shares; 2025Q4: 10,480 shares; 2026Q1: 9,431 shares 9,431 $655K 0.01% -1,049 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,766 shares; 2024Q4: 8,783 shares; 2025Q1: 8,640 shares; 2025Q2: 9,584 shares; 2025Q3: 9,569 shares; 2025Q4: 9,145 shares; 2026Q1: 9,576 shares 9,576 $654K 0.01% +431 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,377 shares; 2025Q4: 11,330 shares; 2026Q1: 11,260 shares 11,260 $651K 0.01% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,321 shares 40,321 $648K 0.01% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 12,057 shares; 2025Q1: 11,502 shares; 2025Q2: 10,030 shares; 2025Q3: 9,971 shares; 2025Q4: 17,110 shares; 2026Q1: 18,604 shares 18,604 $647K 0.01% +1,494 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: not reported; 2024Q4: 11,627 shares; 2025Q1: 8,462 shares; 2025Q2: 11,834 shares; 2025Q3: 11,140 shares; 2025Q4: 11,117 shares; 2026Q1: 9,913 shares 9,913 $647K 0.01% -1,204 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: not reported; 2024Q4: 11,574 shares; 2025Q1: 14,827 shares; 2025Q2: 13,714 shares; 2025Q3: 15,714 shares; 2025Q4: 18,770 shares; 2026Q1: 19,426 shares 19,426 $646K 0.01% +656 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,114 shares; 2024Q4: 13,999 shares; 2025Q1: 14,108 shares; 2025Q2: 15,818 shares; 2025Q3: 13,825 shares; 2025Q4: 13,192 shares; 2026Q1: 7,535 shares 7,535 $646K 0.01% -5,657 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: 13,827 shares; 2024Q4: 12,226 shares; 2025Q1: 11,963 shares; 2025Q2: 10,905 shares; 2025Q3: 10,885 shares; 2025Q4: 10,284 shares; 2026Q1: 10,145 shares 10,145 $645K 0.01% -139 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: not reported; 2024Q4: 11,735 shares; 2025Q1: not reported; 2025Q2: 17,841 shares; 2025Q3: 14,833 shares; 2025Q4: 15,195 shares; 2026Q1: 13,891 shares 13,891 $644K 0.01% -1,304 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,889 shares; 2025Q2: 44,042 shares; 2025Q3: 44,042 shares; 2025Q4: 24,389 shares; 2026Q1: 24,389 shares 24,389 $639K 0.01% 0 Timeline COWZ 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: 17,005 shares; 2024Q4: 16,533 shares; 2025Q1: 15,572 shares; 2025Q2: 14,843 shares; 2025Q3: 14,746 shares; 2025Q4: 6,746 shares; 2026Q1: 10,207 shares 10,207 $639K 0.01% +3,461 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,283 shares; 2025Q1: not reported; 2025Q2: 9,496 shares; 2025Q3: 10,289 shares; 2025Q4: 12,169 shares; 2026Q1: 11,396 shares 11,396 $637K 0.01% -773 Timeline IAGG 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: 42,642 shares; 2024Q4: 48,438 shares; 2025Q1: 38,659 shares; 2025Q2: 24,612 shares; 2025Q3: 22,472 shares; 2025Q4: 20,469 shares; 2026Q1: 12,694 shares 12,694 $635K 0.01% -7,775 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,438 shares; 2025Q3: 95,258 shares; 2025Q4: 137,489 shares; 2026Q1: 94,181 shares 94,181 $635K 0.01% -43,308 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,897 shares; 2024Q4: 37,722 shares; 2025Q1: 33,051 shares; 2025Q2: 35,458 shares; 2025Q3: 34,925 shares; 2025Q4: 36,464 shares; 2026Q1: 40,037 shares 40,037 $635K 0.01% +3,573 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: 4,444 shares; 2024Q4: 3,208 shares; 2025Q1: 3,068 shares; 2025Q2: 3,626 shares; 2025Q3: 4,945 shares; 2025Q4: 5,193 shares; 2026Q1: 4,880 shares 4,880 $633K 0.01% -313 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744 shares; 2025Q4: 1,544 shares; 2026Q1: 1,680 shares 1,680 $631K 0.01% +136 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: 15,778 shares; 2024Q4: 13,523 shares; 2025Q1: 14,846 shares; 2025Q2: 13,227 shares; 2025Q3: 13,630 shares; 2025Q4: 13,154 shares; 2026Q1: 10,788 shares 10,788 $630K 0.01% -2,366 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: 8,643 shares; 2024Q4: 4,595 shares; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 4,352 shares; 2025Q4: 5,043 shares; 2026Q1: 5,084 shares 5,084 $627K 0.01% +41 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 9,641 shares; 2025Q1: 9,641 shares; 2025Q2: 9,708 shares; 2025Q3: 9,708 shares; 2025Q4: 10,025 shares; 2026Q1: 9,330 shares 9,330 $624K 0.01% -695 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 221 shares; 2025Q1: 214 shares; 2025Q2: 315 shares; 2025Q3: 199 shares; 2025Q4: 227 shares; 2026Q1: 331 shares 331 $623K 0.01% +104 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,991 shares; 2024Q4: 10,652 shares; 2025Q1: 11,052 shares; 2025Q2: 11,250 shares; 2025Q3: 22,734 shares; 2025Q4: 22,177 shares; 2026Q1: 25,253 shares 25,253 $622K 0.01% +3,076 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 883 shares; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,309 shares; 2025Q4: 2,034 shares; 2026Q1: 1,856 shares 1,856 $619K 0.01% -178 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,840 shares; 2024Q4: 21,839 shares; 2025Q1: 10,442 shares; 2025Q2: 11,225 shares; 2025Q3: 11,320 shares; 2025Q4: 11,326 shares; 2026Q1: 11,332 shares 11,332 $618K 0.01% +6 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 14,462 shares; 2025Q1: 7,056 shares; 2025Q2: 14,404 shares; 2025Q3: 16,011 shares; 2025Q4: 15,790 shares; 2026Q1: 15,014 shares 15,014 $616K 0.01% -776 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,981 shares; 2025Q1: not reported; 2025Q2: 1,726 shares; 2025Q3: 2,663 shares; 2025Q4: 3,539 shares; 2026Q1: 4,310 shares 4,310 $614K 0.01% +771 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 381 shares; 2025Q1: 410 shares; 2025Q2: 440 shares; 2025Q3: 407 shares; 2025Q4: 1,038 shares; 2026Q1: 1,294 shares 1,294 $614K 0.01% +256 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 8,954 shares; 2025Q1: 10,120 shares; 2025Q2: 8,050 shares; 2025Q3: 8,825 shares; 2025Q4: 7,646 shares; 2026Q1: 7,431 shares 7,431 $612K 0.01% -215 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 12,555 shares; 2025Q1: 11,892 shares; 2025Q2: 14,598 shares; 2025Q3: 11,723 shares; 2025Q4: 13,286 shares; 2026Q1: 15,757 shares 15,757 $611K 0.01% +2,471 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: 6,970 shares; 2024Q4: 4,516 shares; 2025Q1: 4,700 shares; 2025Q2: 4,640 shares; 2025Q3: 4,486 shares; 2025Q4: 4,330 shares; 2026Q1: 3,749 shares 3,749 $609K 0.01% -581 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 11,515 shares; 2025Q1: 10,850 shares; 2025Q2: 13,348 shares; 2025Q3: 13,097 shares; 2025Q4: 12,487 shares; 2026Q1: 11,985 shares 11,985 $607K 0.01% -502 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,325 shares; 2025Q1: 10,633 shares; 2025Q2: 16,416 shares; 2025Q3: 18,947 shares; 2025Q4: 18,362 shares; 2026Q1: 17,781 shares 17,781 $607K 0.01% -581 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,336 shares; 2024Q4: 45,562 shares; 2025Q1: 43,296 shares; 2025Q2: 36,572 shares; 2025Q3: 85,098 shares; 2025Q4: 52,798 shares; 2026Q1: 30,201 shares 30,201 $606K 0.01% -22,597 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 10,369 shares; 2025Q1: 7,000 shares; 2025Q2: 14,738 shares; 2025Q3: 15,352 shares; 2025Q4: 15,093 shares; 2026Q1: 14,426 shares 14,426 $604K 0.01% -667 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: 4,054 shares; 2025Q3: 1,749 shares; 2025Q4: 1,935 shares; 2026Q1: 1,851 shares 1,851 $597K 0.01% -84 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,656 shares; 2024Q4: 20,599 shares; 2025Q1: 18,656 shares; 2025Q2: 18,134 shares; 2025Q3: 18,182 shares; 2025Q4: 18,072 shares; 2026Q1: 17,542 shares 17,542 $597K 0.01% -530 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,218 shares; 2025Q3: 2,214 shares; 2025Q4: 1,579 shares; 2026Q1: 1,898 shares 1,898 $597K 0.01% +319 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: 16,831 shares; 2024Q4: 15,566 shares; 2025Q1: 16,261 shares; 2025Q2: 15,308 shares; 2025Q3: 15,147 shares; 2025Q4: 15,134 shares; 2026Q1: 16,799 shares 16,799 $596K 0.01% +1,665 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,543 shares; 2024Q4: 46,121 shares; 2025Q1: 52,172 shares; 2025Q2: 53,875 shares; 2025Q3: 53,685 shares; 2025Q4: 55,928 shares; 2026Q1: 60,694 shares 60,694 $596K 0.01% +4,766 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: 4,759 shares; 2024Q4: 4,165 shares; 2025Q1: 4,516 shares; 2025Q2: 3,313 shares; 2025Q3: 2,547 shares; 2025Q4: 3,589 shares; 2026Q1: 3,891 shares 3,891 $596K 0.01% +302 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,031 shares 11,031 $596K 0.01% new 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: 3,582 shares; 2024Q4: 4,978 shares; 2025Q1: not reported; 2025Q2: 4,772 shares; 2025Q3: 4,719 shares; 2025Q4: 4,733 shares; 2026Q1: 3,049 shares 3,049 $593K 0.01% -1,684 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 442 shares; 2026Q1: 430 shares 430 $593K 0.01% -12 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,248 shares; 2024Q4: 10,034 shares; 2025Q1: 6,809 shares; 2025Q2: 7,273 shares; 2025Q3: 6,867 shares; 2025Q4: 5,301 shares; 2026Q1: 10,482 shares 10,482 $592K 0.01% +5,181 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 13,263 shares; 2025Q3: 23,045 shares; 2025Q4: 27,055 shares; 2026Q1: 27,885 shares 27,885 $592K 0.01% +830 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: 6,946 shares; 2026Q1: 7,761 shares 7,761 $591K 0.01% +815 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,511 shares; 2025Q1: 3,552 shares; 2025Q2: 3,329 shares; 2025Q3: 7,156 shares; 2025Q4: 6,133 shares; 2026Q1: 4,922 shares 4,922 $591K 0.01% -1,211 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,457 shares; 2026Q1: 11,411 shares 11,411 $590K 0.01% -46 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,618 shares; 2025Q1: 9,618 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 9,559 shares; 2026Q1: 9,348 shares 9,348 $589K 0.01% -211 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,475 shares; 2025Q3: 6,524 shares; 2025Q4: 5,282 shares; 2026Q1: 5,257 shares 5,257 $588K 0.01% -25 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,378 shares; 2025Q1: 4,484 shares; 2025Q2: 4,681 shares; 2025Q3: 4,788 shares; 2025Q4: 4,723 shares; 2026Q1: 4,784 shares 4,784 $588K 0.01% +61 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: 7,782 shares; 2024Q4: 5,677 shares; 2025Q1: 3,018 shares; 2025Q2: 4,860 shares; 2025Q3: 5,799 shares; 2025Q4: 3,752 shares; 2026Q1: 4,289 shares 4,289 $585K 0.01% +537 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 12,313 shares; 2025Q1: 10,774 shares; 2025Q2: 9,553 shares; 2025Q3: 9,623 shares; 2025Q4: 9,715 shares; 2026Q1: 9,828 shares 9,828 $585K 0.01% +113 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 23,321 shares; 2025Q1: 20,039 shares; 2025Q2: 25,930 shares; 2025Q3: 17,850 shares; 2025Q4: 12,682 shares; 2026Q1: 10,935 shares 10,935 $582K 0.01% -1,747 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,300 shares; 2025Q1: 2,495 shares; 2025Q2: 2,724 shares; 2025Q3: 2,851 shares; 2025Q4: 2,025 shares; 2026Q1: 2,136 shares 2,136 $579K 0.01% +111 Timeline SPTM 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: 8,891 shares; 2024Q4: 7,999 shares; 2025Q1: 7,889 shares; 2025Q2: 7,971 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares 7,317 $578K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 15,618 shares; 2025Q3: 7,628 shares; 2025Q4: 9,176 shares; 2026Q1: 8,059 shares 8,059 $577K 0.01% -1,117 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 25,026 shares; 2025Q1: 22,735 shares; 2025Q2: 27,951 shares; 2025Q3: 47,153 shares; 2025Q4: 68,324 shares; 2026Q1: 70,702 shares 70,702 $576K 0.01% +2,378 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 2,163 shares; 2025Q1: 1,486 shares; 2025Q2: 2,315 shares; 2025Q3: 2,590 shares; 2025Q4: 1,816 shares; 2026Q1: 1,990 shares 1,990 $576K 0.01% +174 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,879 shares; 2026Q1: 4,248 shares 4,248 $576K 0.01% +1,369 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 7,026 shares; 2025Q1: 2,195 shares; 2025Q2: 5,948 shares; 2025Q3: 5,436 shares; 2025Q4: 5,038 shares; 2026Q1: 4,193 shares 4,193 $575K 0.01% -845 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 20,630 shares; 2025Q1: 20,221 shares; 2025Q2: 18,061 shares; 2025Q3: 18,603 shares; 2025Q4: 18,276 shares; 2026Q1: 17,214 shares 17,214 $574K 0.01% -1,062 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,293 shares; 2025Q1: 4,062 shares; 2025Q2: 4,060 shares; 2025Q3: 4,076 shares; 2025Q4: 4,037 shares; 2026Q1: 3,601 shares 3,601 $570K 0.01% -436 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: 4,974 shares; 2024Q4: 4,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 5,879 shares 5,879 $570K 0.01% +224 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: 8,494 shares; 2024Q4: 5,542 shares; 2025Q1: 5,092 shares; 2025Q2: 3,296 shares; 2025Q3: 2,727 shares; 2025Q4: 4,296 shares; 2026Q1: 3,910 shares 3,910 $569K 0.01% -386 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 11,837 shares; 2025Q1: 9,818 shares; 2025Q2: 9,320 shares; 2025Q3: 6,696 shares; 2025Q4: 6,511 shares; 2026Q1: 6,578 shares 6,578 $566K 0.01% +67 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 2,754 shares; 2025Q1: 2,671 shares; 2025Q2: 2,621 shares; 2025Q3: 1,992 shares; 2025Q4: 1,857 shares; 2026Q1: 1,893 shares 1,893 $565K 0.01% +36 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 12,079 shares; 2025Q1: 6,347 shares; 2025Q2: 12,773 shares; 2025Q3: 14,332 shares; 2025Q4: 13,762 shares; 2026Q1: 9,806 shares 9,806 $565K 0.01% -3,956 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: 2,145 shares; 2024Q4: 2,610 shares; 2025Q1: 2,674 shares; 2025Q2: 720 shares; 2025Q3: 705 shares; 2025Q4: 998 shares; 2026Q1: 1,890 shares 1,890 $563K 0.01% +892 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,727 shares; 2024Q4: 46,677 shares; 2025Q1: 49,330 shares; 2025Q2: 48,910 shares; 2025Q3: 48,543 shares; 2025Q4: 51,893 shares; 2026Q1: 54,650 shares 54,650 $562K 0.01% +2,757 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 2,954 shares; 2025Q1: 2,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares; 2026Q1: 2,968 shares 2,968 $561K 0.01% +85 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 4,327 shares; 2025Q1: 2,768 shares; 2025Q2: 4,245 shares; 2025Q3: 4,643 shares; 2025Q4: 4,414 shares; 2026Q1: 3,397 shares 3,397 $560K 0.01% -1,017 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: 9,985 shares; 2024Q4: 8,056 shares; 2025Q1: 6,614 shares; 2025Q2: 7,766 shares; 2025Q3: 7,699 shares; 2025Q4: 7,940 shares; 2026Q1: 7,658 shares 7,658 $559K 0.01% -282 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares; 2025Q4: 4,830 shares; 2026Q1: 4,895 shares 4,895 $559K 0.01% +65 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,410 shares; 2025Q1: 8,747 shares; 2025Q2: 8,423 shares; 2025Q3: 7,993 shares; 2025Q4: 7,638 shares; 2026Q1: 7,348 shares 7,348 $557K 0.01% -290 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 14,429 shares; 2025Q1: 16,166 shares; 2025Q2: 15,526 shares; 2025Q3: 8,391 shares; 2025Q4: 9,233 shares; 2026Q1: 9,550 shares 9,550 $557K 0.01% +317 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,405 shares; 2025Q4: 6,533 shares; 2026Q1: 4,809 shares 4,809 $557K 0.01% -1,724 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: not reported; 2024Q4: 3,724 shares; 2025Q1: 5,577 shares; 2025Q2: 5,718 shares; 2025Q3: 9,785 shares; 2025Q4: 10,750 shares; 2026Q1: 6,908 shares 6,908 $555K 0.01% -3,842 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,981 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,903 shares; 2025Q4: 24,475 shares; 2026Q1: 29,484 shares 29,484 $555K 0.01% +5,009 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares; 2026Q1: 3,083 shares 3,083 $555K 0.01% -238 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 6,284 shares; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: not reported; 2025Q4: 10,436 shares; 2026Q1: 13,686 shares 13,686 $555K 0.01% +3,250 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,215 shares; 2025Q1: 5,831 shares; 2025Q2: 5,858 shares; 2025Q3: 6,526 shares; 2025Q4: 7,488 shares; 2026Q1: 7,997 shares 7,997 $554K 0.01% +509 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: 55 shares; 2024Q4: 44 shares; 2025Q1: 60 shares; 2025Q2: 89 shares; 2025Q3: 85 shares; 2025Q4: 92 shares; 2026Q1: 84 shares 84 $554K 0.01% -8 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,840 shares; 2024Q4: 200,876 shares; 2025Q1: 221,213 shares; 2025Q2: 132,389 shares; 2025Q3: 136,314 shares; 2025Q4: 126,366 shares; 2026Q1: 66,333 shares 66,333 $552K 0.01% -60,033 Timeline AIQ 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: 5,262 shares; 2025Q1: 6,899 shares; 2025Q2: 7,628 shares; 2025Q3: 9,565 shares; 2025Q4: 11,380 shares; 2026Q1: 11,824 shares 11,824 $552K 0.01% +444 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,719 shares; 2025Q1: 2,538 shares; 2025Q2: 3,089 shares; 2025Q3: 2,808 shares; 2025Q4: 3,965 shares; 2026Q1: 2,583 shares 2,583 $552K 0.01% -1,382 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,041 shares; 2025Q1: 3,094 shares; 2025Q2: 3,281 shares; 2025Q3: 3,314 shares; 2025Q4: 3,056 shares; 2026Q1: 2,796 shares 2,796 $546K 0.01% -260 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: 2,064 shares; 2026Q1: 2,146 shares 2,146 $545K 0.01% +82 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,158 shares; 2024Q4: 33,469 shares; 2025Q1: 23,808 shares; 2025Q2: 22,805 shares; 2025Q3: 21,436 shares; 2025Q4: 22,400 shares; 2026Q1: 22,514 shares 22,514 $545K 0.01% +114 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 8,500 shares; 2025Q3: 8,795 shares; 2025Q4: 8,715 shares; 2026Q1: 8,575 shares 8,575 $545K 0.01% -140 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,713 shares 15,713 $543K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 10,310 shares; 2025Q1: 9,131 shares; 2025Q2: 9,000 shares; 2025Q3: 7,918 shares; 2025Q4: 8,593 shares; 2026Q1: 8,636 shares 8,636 $542K 0.01% +43 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 2,739 shares; 2026Q1: 5,187 shares 5,187 $538K 0.01% +2,448 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,799 shares; 2025Q1: 4,296 shares; 2025Q2: 4,441 shares; 2025Q3: 4,211 shares; 2025Q4: 3,794 shares; 2026Q1: 3,283 shares 3,283 $537K 0.01% -511 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,946 shares; 2025Q3: 8,461 shares; 2025Q4: 7,619 shares; 2026Q1: 10,804 shares 10,804 $536K 0.01% +3,185 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 4,338 shares; 2025Q1: 2,697 shares; 2025Q2: 3,151 shares; 2025Q3: 3,656 shares; 2025Q4: 3,799 shares; 2026Q1: 3,433 shares 3,433 $534K 0.01% -366 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,912 shares; 2024Q4: 13,998 shares; 2025Q1: 13,430 shares; 2025Q2: 13,519 shares; 2025Q3: 13,705 shares; 2025Q4: 13,795 shares; 2026Q1: 13,851 shares 13,851 $534K 0.01% +56 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: 14,006 shares; 2024Q4: 13,293 shares; 2025Q1: 40,354 shares; 2025Q2: 50,124 shares; 2025Q3: 21,077 shares; 2025Q4: 22,428 shares; 2026Q1: 20,056 shares 20,056 $533K 0.01% -2,372 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,878 shares; 2025Q1: 9,419 shares; 2025Q2: not reported; 2025Q3: 13,053 shares; 2025Q4: not reported; 2026Q1: 11,485 shares 11,485 $531K 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 7,112 shares; 2025Q1: 7,142 shares; 2025Q2: 7,180 shares; 2025Q3: 7,180 shares; 2025Q4: 6,697 shares; 2026Q1: 9,055 shares 9,055 $530K 0.01% +2,358 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,535 shares; 2025Q1: 5,280 shares; 2025Q2: 4,117 shares; 2025Q3: 3,923 shares; 2025Q4: 3,910 shares; 2026Q1: 3,724 shares 3,724 $529K 0.01% -186 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 8,977 shares; 2025Q1: 9,115 shares; 2025Q2: 9,951 shares; 2025Q3: 6,529 shares; 2025Q4: 6,954 shares; 2026Q1: 7,620 shares 7,620 $529K 0.01% +666 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,895 shares; 2025Q1: 2,772 shares; 2025Q2: 2,441 shares; 2025Q3: 2,521 shares; 2025Q4: 3,123 shares; 2026Q1: 2,926 shares 2,926 $528K 0.01% -197 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 8,480 shares; 2025Q1: 8,177 shares; 2025Q2: 7,304 shares; 2025Q3: 4,831 shares; 2025Q4: 4,202 shares; 2026Q1: 6,593 shares 6,593 $528K 0.01% +2,391 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,599 shares; 2025Q1: 24,802 shares; 2025Q2: 28,501 shares; 2025Q3: 31,133 shares; 2025Q4: 34,157 shares; 2026Q1: 34,147 shares 34,147 $527K 0.01% -10 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: 8,769 shares; 2024Q4: 5,548 shares; 2025Q1: 3,650 shares; 2025Q2: 2,790 shares; 2025Q3: 4,003 shares; 2025Q4: 4,979 shares; 2026Q1: 4,754 shares 4,754 $527K 0.01% -225 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,729 shares; 2024Q4: 82,028 shares; 2025Q1: 85,800 shares; 2025Q2: 57,078 shares; 2025Q3: 63,467 shares; 2025Q4: 72,158 shares; 2026Q1: 36,346 shares 36,346 $526K 0.01% -35,812 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 1,886 shares; 2025Q1: 1,898 shares; 2025Q2: 1,769 shares; 2025Q3: 2,073 shares; 2025Q4: 2,022 shares; 2026Q1: 1,742 shares 1,742 $526K 0.01% -280 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,485 shares; 2025Q1: 2,189 shares; 2025Q2: 2,531 shares; 2025Q3: 2,149 shares; 2025Q4: 2,086 shares; 2026Q1: 2,144 shares 2,144 $525K 0.01% +58 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 5,309 shares; 2025Q2: 11,954 shares; 2025Q3: 11,950 shares; 2025Q4: 9,599 shares; 2026Q1: 10,400 shares 10,400 $524K 0.01% +801 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,656 shares 9,656 $523K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,718 shares; 2025Q2: 17,557 shares; 2025Q3: 19,734 shares; 2025Q4: 21,255 shares; 2026Q1: 22,017 shares 22,017 $523K 0.01% +762 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,658 shares; 2026Q1: 9,660 shares 9,660 $523K 0.01% +3,002 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 17,563 shares; 2025Q1: 15,938 shares; 2025Q2: 19,494 shares; 2025Q3: 22,731 shares; 2025Q4: 32,103 shares; 2026Q1: 34,734 shares 34,734 $522K 0.01% +2,631 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 10,413 shares; 2025Q1: 10,500 shares; 2025Q2: 10,442 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares; 2026Q1: 10,541 shares 10,541 $521K 0.01% -103 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,895 shares; 2025Q4: 20,443 shares; 2026Q1: 21,024 shares 21,024 $521K 0.01% +581 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 2,373 shares; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 2,894 shares; 2025Q4: 3,003 shares; 2026Q1: 3,401 shares 3,401 $520K 0.01% +398 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 994 shares; 2026Q1: 1,271 shares 1,271 $518K 0.01% +277 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 4,964 shares; 2025Q1: 6,076 shares; 2025Q2: 8,403 shares; 2025Q3: 10,162 shares; 2025Q4: 8,855 shares; 2026Q1: 10,231 shares 10,231 $514K 0.01% +1,376 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 8,237 shares; 2025Q1: 11,502 shares; 2025Q2: 12,596 shares; 2025Q3: 14,693 shares; 2025Q4: 17,258 shares; 2026Q1: 15,473 shares 15,473 $514K 0.01% -1,785 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 17,714 shares; 2025Q1: 17,275 shares; 2025Q2: 10,097 shares; 2025Q3: 9,665 shares; 2025Q4: 9,194 shares; 2026Q1: 8,985 shares 8,985 $514K 0.01% -209 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 3,086 shares; 2025Q1: 2,778 shares; 2025Q2: 1,858 shares; 2025Q3: 4,055 shares; 2025Q4: 2,592 shares; 2026Q1: 2,544 shares 2,544 $513K 0.01% -48 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: 13,418 shares; 2024Q4: 12,633 shares; 2025Q1: 10,544 shares; 2025Q2: 10,654 shares; 2025Q3: 10,450 shares; 2025Q4: 10,150 shares; 2026Q1: 10,656 shares 10,656 $511K 0.01% +506 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,186 shares; 2026Q1: 22,890 shares 22,890 $510K 0.01% -296 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: 20,669 shares; 2024Q4: 23,401 shares; 2025Q1: 20,991 shares; 2025Q2: 21,950 shares; 2025Q3: 21,298 shares; 2025Q4: 24,454 shares; 2026Q1: 28,741 shares 28,741 $506K 0.01% +4,287 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,785 shares 39,785 $505K 0.01% new 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: 9,208 shares; 2024Q4: 9,032 shares; 2025Q1: 9,404 shares; 2025Q2: 10,583 shares; 2025Q3: 8,903 shares; 2025Q4: 8,895 shares; 2026Q1: 9,109 shares 9,109 $505K 0.01% +214 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 13,120 shares; 2025Q1: 15,320 shares; 2025Q2: 17,828 shares; 2025Q3: 17,599 shares; 2025Q4: 16,218 shares; 2026Q1: 15,300 shares 15,300 $504K 0.01% -918 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,929 shares; 2024Q4: 43,221 shares; 2025Q1: 46,306 shares; 2025Q2: 39,514 shares; 2025Q3: 59,287 shares; 2025Q4: 48,889 shares; 2026Q1: 46,490 shares 46,490 $503K 0.01% -2,399 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 13,426 shares; 2025Q1: 9,810 shares; 2025Q2: 12,937 shares; 2025Q3: 11,122 shares; 2025Q4: 7,378 shares; 2026Q1: 7,105 shares 7,105 $503K 0.01% -273 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 36,123 shares; 2025Q1: 38,459 shares; 2025Q2: 37,287 shares; 2025Q3: 37,054 shares; 2025Q4: 27,644 shares; 2026Q1: 26,895 shares 26,895 $502K 0.01% -749 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,170 shares; 2024Q4: 13,897 shares; 2025Q1: 14,530 shares; 2025Q2: 14,524 shares; 2025Q3: 16,375 shares; 2025Q4: 16,576 shares; 2026Q1: 18,269 shares 18,269 $500K 0.01% +1,693 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 7,295 shares; 2025Q1: 5,110 shares; 2025Q2: 7,120 shares; 2025Q3: 6,187 shares; 2025Q4: 7,838 shares; 2026Q1: 7,534 shares 7,534 $500K 0.01% -304 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 7,534 shares; 2025Q1: 7,353 shares; 2025Q2: 5,475 shares; 2025Q3: 5,579 shares; 2025Q4: 5,567 shares; 2026Q1: 8,284 shares 8,284 $499K 0.01% +2,717 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,491 shares; 2025Q1: 2,816 shares; 2025Q2: 2,902 shares; 2025Q3: 3,101 shares; 2025Q4: 2,944 shares; 2026Q1: 2,927 shares 2,927 $498K 0.01% -17 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 18,839 shares; 2026Q1: 26,506 shares 26,506 $498K 0.01% +7,667 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,075 shares; 2024Q4: 36,925 shares; 2025Q1: 53,046 shares; 2025Q2: 105,806 shares; 2025Q3: 87,575 shares; 2025Q4: 99,169 shares; 2026Q1: 97,423 shares 97,423 $497K 0.01% -1,746 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,511 shares; 2025Q3: 7,045 shares; 2025Q4: 6,188 shares; 2026Q1: 7,751 shares 7,751 $497K 0.01% +1,563 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,369 shares; 2025Q1: 1,566 shares; 2025Q2: 1,760 shares; 2025Q3: 2,024 shares; 2025Q4: 1,902 shares; 2026Q1: 2,030 shares 2,030 $496K 0.01% +128 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,600 shares; 2025Q2: 1,855 shares; 2025Q3: 2,118 shares; 2025Q4: 1,602 shares; 2026Q1: 1,997 shares 1,997 $496K 0.01% +395 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,493 shares; 2025Q2: 1,723 shares; 2025Q3: 1,685 shares; 2025Q4: 1,905 shares; 2026Q1: 2,109 shares 2,109 $494K 0.01% +204 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: 528 shares; 2024Q4: 551 shares; 2025Q1: 541 shares; 2025Q2: 540 shares; 2025Q3: 601 shares; 2025Q4: 724 shares; 2026Q1: 674 shares 674 $492K 0.01% -50 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 6,646 shares; 2025Q1: 3,745 shares; 2025Q2: 3,856 shares; 2025Q3: 4,228 shares; 2025Q4: 7,077 shares; 2026Q1: 6,484 shares 6,484 $490K 0.01% -593 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: 10,984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,775 shares; 2025Q3: 19,474 shares; 2025Q4: 17,717 shares; 2026Q1: 21,811 shares 21,811 $490K 0.01% +4,094 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $490K 0.01% new Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,340 shares; 2025Q3: 7,399 shares; 2025Q4: 6,775 shares; 2026Q1: 6,883 shares 6,883 $488K 0.01% +108 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,802 shares; 2025Q1: 8,459 shares; 2025Q2: 8,533 shares; 2025Q3: 8,404 shares; 2025Q4: 8,470 shares; 2026Q1: 8,596 shares 8,596 $487K 0.01% +126 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,392 shares; 2024Q4: 32,266 shares; 2025Q1: 32,396 shares; 2025Q2: 31,627 shares; 2025Q3: 32,173 shares; 2025Q4: 27,604 shares; 2026Q1: 34,022 shares 34,022 $486K 0.01% +6,418 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: 15,826 shares; 2024Q4: 14,537 shares; 2025Q1: 14,410 shares; 2025Q2: 14,048 shares; 2025Q3: 11,463 shares; 2025Q4: 15,425 shares; 2026Q1: 42,847 shares 42,847 $486K 0.01% +27,422 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,309 shares; 2025Q1: 2,991 shares; 2025Q2: 3,071 shares; 2025Q3: 2,978 shares; 2025Q4: 3,043 shares; 2026Q1: 2,872 shares 2,872 $485K 0.01% -171 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 5,622 shares; 2025Q1: 5,381 shares; 2025Q2: 5,672 shares; 2025Q3: 5,574 shares; 2025Q4: 5,707 shares; 2026Q1: 5,251 shares 5,251 $484K 0.01% -456 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,197 shares; 2025Q3: 5,284 shares; 2025Q4: 5,402 shares; 2026Q1: 5,130 shares 5,130 $484K 0.01% -272 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,890 shares; 2024Q4: 30,999 shares; 2025Q1: 16,414 shares; 2025Q2: 19,527 shares; 2025Q3: 12,101 shares; 2025Q4: 10,548 shares; 2026Q1: 9,657 shares 9,657 $482K 0.01% -891 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 16,260 shares; 2025Q1: 11,775 shares; 2025Q2: 14,843 shares; 2025Q3: 11,319 shares; 2025Q4: 8,888 shares; 2026Q1: 14,303 shares 14,303 $482K 0.01% +5,415 Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 99,500 shares; 2025Q2: 99,500 shares; 2025Q3: 99,500 shares; 2025Q4: 99,500 shares; 2026Q1: 99,500 shares 99,500 $482K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,226 shares; 2024Q4: 18,899 shares; 2025Q1: 12,604 shares; 2025Q2: 11,036 shares; 2025Q3: 11,698 shares; 2025Q4: not reported; 2026Q1: 11,555 shares 11,555 $481K 0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,692 shares; 2025Q4: 4,584 shares; 2026Q1: 3,911 shares 3,911 $481K 0.01% -673 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 20,527 shares; 2025Q1: 14,758 shares; 2025Q2: 17,443 shares; 2025Q3: 13,088 shares; 2025Q4: 12,957 shares; 2026Q1: 14,911 shares 14,911 $481K 0.01% +1,954 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: 46,184 shares; 2024Q4: 43,000 shares; 2025Q1: 29,927 shares; 2025Q2: 28,794 shares; 2025Q3: 28,497 shares; 2025Q4: 26,036 shares; 2026Q1: 31,924 shares 31,924 $480K 0.01% +5,888 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,547 shares; 2024Q4: 31,275 shares; 2025Q1: 25,575 shares; 2025Q2: 25,703 shares; 2025Q3: 22,888 shares; 2025Q4: 17,995 shares; 2026Q1: 39,552 shares 39,552 $480K 0.01% +21,557 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 8,888 shares; 2025Q1: 8,031 shares; 2025Q2: 8,203 shares; 2025Q3: 7,207 shares; 2025Q4: 6,960 shares; 2026Q1: 5,493 shares 5,493 $477K 0.01% -1,467 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 9,130 shares; 2025Q1: 9,648 shares; 2025Q2: 8,612 shares; 2025Q3: 8,440 shares; 2025Q4: 9,524 shares; 2026Q1: 8,926 shares 8,926 $477K 0.01% -598 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,860 shares; 2024Q4: 51,557 shares; 2025Q1: 36,552 shares; 2025Q2: 24,465 shares; 2025Q3: 23,679 shares; 2025Q4: 20,352 shares; 2026Q1: 20,589 shares 20,589 $476K 0.01% +237 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,809 shares; 2024Q4: 55,803 shares; 2025Q1: 38,491 shares; 2025Q2: 46,118 shares; 2025Q3: 40,339 shares; 2025Q4: 35,647 shares; 2026Q1: 60,698 shares 60,698 $476K 0.01% +25,051 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,666 shares; 2025Q1: 6,508 shares; 2025Q2: 7,408 shares; 2025Q3: 12,137 shares; 2025Q4: 10,121 shares; 2026Q1: 13,445 shares 13,445 $475K 0.01% +3,324 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 874 shares 874 $475K 0.01% -100 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 3,081 shares; 2025Q1: not reported; 2025Q2: 4,168 shares; 2025Q3: 8,593 shares; 2025Q4: 7,924 shares; 2026Q1: 4,716 shares 4,716 $474K 0.01% -3,208 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,397 shares; 2025Q2: 12,935 shares; 2025Q3: 12,935 shares; 2025Q4: 12,561 shares; 2026Q1: 20,012 shares 20,012 $472K 0.01% +7,451 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 3,693 shares; 2025Q1: 3,475 shares; 2025Q2: 3,397 shares; 2025Q3: 3,326 shares; 2025Q4: 2,974 shares; 2026Q1: 3,563 shares 3,563 $472K 0.01% +589 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,765 shares; 2025Q1: 2,704 shares; 2025Q2: 4,002 shares; 2025Q3: 3,996 shares; 2025Q4: 3,670 shares; 2026Q1: 3,582 shares 3,582 $472K 0.01% -88 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,421 shares; 2025Q1: 2,146 shares; 2025Q2: 1,364 shares; 2025Q3: 1,520 shares; 2025Q4: 1,542 shares; 2026Q1: 1,510 shares 1,510 $471K 0.01% -32 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 14,329 shares; 2025Q1: 17,776 shares; 2025Q2: 21,648 shares; 2025Q3: 23,709 shares; 2025Q4: 21,667 shares; 2026Q1: 20,832 shares 20,832 $471K 0.01% -835 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,833 shares; 2026Q1: 1,668 shares 1,668 $470K 0.01% -165 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 4,106 shares; 2025Q1: 4,238 shares; 2025Q2: 3,885 shares; 2025Q3: 6,384 shares; 2025Q4: 6,303 shares; 2026Q1: 5,761 shares 5,761 $469K 0.01% -542 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 552 shares 552 $469K 0.01% +44 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,621 shares; 2025Q1: 2,659 shares; 2025Q2: 3,159 shares; 2025Q3: 2,892 shares; 2025Q4: 2,823 shares; 2026Q1: 2,718 shares 2,718 $468K 0.01% -105 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,272 shares; 2025Q1: 33,873 shares; 2025Q2: 34,249 shares; 2025Q3: 34,349 shares; 2025Q4: 33,970 shares; 2026Q1: 32,271 shares 32,271 $468K 0.01% -1,699 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,211 shares; 2025Q4: 25,136 shares; 2026Q1: 45,445 shares 45,445 $467K 0.01% +20,309 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,281 shares; 2025Q2: 34,689 shares; 2025Q3: 14,956 shares; 2025Q4: 15,568 shares; 2026Q1: 16,659 shares 16,659 $466K 0.01% +1,091 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES 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: 19,451 shares; 2025Q4: 13,196 shares; 2026Q1: 13,810 shares 13,810 $466K 0.01% +614 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,689 shares; 2026Q1: 6,703 shares 6,703 $464K 0.01% +14 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 14,974 shares; 2025Q1: 15,875 shares; 2025Q2: 17,106 shares; 2025Q3: 25,418 shares; 2025Q4: 20,352 shares; 2026Q1: 28,159 shares 28,159 $462K 0.01% +7,807 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 20,991 shares; 2025Q1: 21,014 shares; 2025Q2: 18,006 shares; 2025Q3: 13,751 shares; 2025Q4: 12,334 shares; 2026Q1: 11,789 shares 11,789 $461K 0.01% -545 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,204 shares; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 3,745 shares; 2025Q4: 3,540 shares; 2026Q1: 3,601 shares 3,601 $460K 0.01% +61 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,615 shares; 2025Q4: 2,681 shares; 2026Q1: 3,843 shares 3,843 $460K 0.01% +1,162 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: 11,357 shares; 2024Q4: 14,511 shares; 2025Q1: 11,422 shares; 2025Q2: 16,225 shares; 2025Q3: 26,807 shares; 2025Q4: 24,041 shares; 2026Q1: 21,025 shares 21,025 $459K 0.01% -3,016 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: 3,161 shares; 2024Q4: 2,971 shares; 2025Q1: 2,955 shares; 2025Q2: 2,698 shares; 2025Q3: 2,915 shares; 2025Q4: 3,453 shares; 2026Q1: 3,207 shares 3,207 $459K 0.01% -246 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 5,711 shares; 2025Q3: 6,869 shares; 2025Q4: 6,544 shares; 2026Q1: 6,616 shares 6,616 $458K 0.01% +72 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,363 shares; 2025Q1: 5,033 shares; 2025Q2: 5,920 shares; 2025Q3: 3,053 shares; 2025Q4: 3,116 shares; 2026Q1: 3,038 shares 3,038 $456K 0.01% -78 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,778 shares; 2025Q3: 2,824 shares; 2025Q4: 2,912 shares; 2026Q1: 5,271 shares 5,271 $456K 0.01% +2,359 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,468 shares; 2025Q4: 10,168 shares; 2026Q1: 10,195 shares 10,195 $455K 0.01% +27 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,044 shares; 2025Q1: 5,390 shares; 2025Q2: 4,941 shares; 2025Q3: 4,631 shares; 2025Q4: 4,969 shares; 2026Q1: 4,787 shares 4,787 $453K 0.01% -182 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: 3,851 shares; 2024Q4: 3,692 shares; 2025Q1: 3,091 shares; 2025Q2: 3,658 shares; 2025Q3: 3,832 shares; 2025Q4: 4,071 shares; 2026Q1: 4,241 shares 4,241 $453K 0.01% +170 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,132 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 927 shares; 2025Q4: 947 shares; 2026Q1: 762 shares 762 $452K 0.01% -185 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: not reported; 2024Q4: 5,580 shares; 2025Q1: 1,677 shares; 2025Q2: 5,531 shares; 2025Q3: 5,576 shares; 2025Q4: 4,746 shares; 2026Q1: 5,107 shares 5,107 $450K 0.01% +361 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 23,507 shares; 2025Q1: not reported; 2025Q2: 23,953 shares; 2025Q3: 48,681 shares; 2025Q4: 32,945 shares; 2026Q1: 38,794 shares 38,794 $450K 0.01% +5,849 Timeline