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: 306,940 shares; 2024Q4: 351,299 shares; 2025Q1: 413,697 shares; 2025Q2: 434,242 shares; 2025Q3: 386,060 shares; 2025Q4: 437,600 shares; 2026Q1: 485,196 shares 485,196 $24.3M 0.03% +47,596 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 44,222 shares; 2025Q1: 48,148 shares; 2025Q2: 53,892 shares; 2025Q3: 58,538 shares; 2025Q4: 53,081 shares; 2026Q1: 55,886 shares 55,886 $24.3M 0.03% +2,805 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,282 shares; 2024Q4: 326,888 shares; 2025Q1: 370,786 shares; 2025Q2: 383,892 shares; 2025Q3: 386,449 shares; 2025Q4: 410,370 shares; 2026Q1: 410,170 shares 410,170 $24.2M 0.03% -200 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,776 shares; 2024Q4: 739,560 shares; 2025Q1: 741,119 shares; 2025Q2: 706,052 shares; 2025Q3: 670,969 shares; 2025Q4: 681,028 shares; 2026Q1: 677,504 shares 677,504 $24.2M 0.03% -3,524 Timeline DUHP 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: 1,002,269 shares; 2024Q4: 1,041,876 shares; 2025Q1: 1,065,745 shares; 2025Q2: 635,166 shares; 2025Q3: 627,914 shares; 2025Q4: 637,819 shares; 2026Q1: 654,862 shares 654,862 $24.1M 0.03% +17,043 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: 251,853 shares; 2024Q4: 242,715 shares; 2025Q1: 249,927 shares; 2025Q2: 263,722 shares; 2025Q3: 242,754 shares; 2025Q4: 250,063 shares; 2026Q1: 249,477 shares 249,477 $24.1M 0.03% -586 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: 21,435 shares; 2024Q4: 28,024 shares; 2025Q1: 32,281 shares; 2025Q2: 28,010 shares; 2025Q3: 66,636 shares; 2025Q4: 105,675 shares; 2026Q1: 95,952 shares 95,952 $24.1M 0.03% -9,723 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,510 shares; 2024Q4: 253,467 shares; 2025Q1: 214,596 shares; 2025Q2: 199,413 shares; 2025Q3: 178,522 shares; 2025Q4: 168,386 shares; 2026Q1: 156,615 shares 156,615 $23.9M 0.03% -11,771 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,334 shares; 2024Q4: 354,429 shares; 2025Q1: 380,101 shares; 2025Q2: 392,809 shares; 2025Q3: 383,623 shares; 2025Q4: 384,220 shares; 2026Q1: 237,993 shares 237,993 $23.8M 0.03% -146,227 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: 334,048 shares; 2024Q4: 507,011 shares; 2025Q1: 584,587 shares; 2025Q2: 595,930 shares; 2025Q3: 635,265 shares; 2025Q4: 614,300 shares; 2026Q1: 616,819 shares 616,819 $23.7M 0.03% +2,519 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,461 shares; 2024Q4: 434,432 shares; 2025Q1: 448,817 shares; 2025Q2: 479,940 shares; 2025Q3: 508,334 shares; 2025Q4: 515,353 shares; 2026Q1: 337,390 shares 337,390 $23.5M 0.03% -177,963 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,379 shares; 2024Q4: 241,559 shares; 2025Q1: 253,066 shares; 2025Q2: 246,618 shares; 2025Q3: 243,854 shares; 2025Q4: 214,665 shares; 2026Q1: 199,475 shares 199,475 $23.5M 0.03% -15,190 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,894 shares; 2024Q4: 92,373 shares; 2025Q1: 86,177 shares; 2025Q2: 263,086 shares; 2025Q3: 411,581 shares; 2025Q4: 393,122 shares; 2026Q1: 1,021,147 shares 1,021,147 $23.5M 0.03% +628,025 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,153 shares; 2024Q4: 148,578 shares; 2025Q1: 152,811 shares; 2025Q2: 171,083 shares; 2025Q3: 181,551 shares; 2025Q4: 205,871 shares; 2026Q1: 234,760 shares 234,760 $23.5M 0.03% +28,889 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,710 shares; 2024Q4: 555,222 shares; 2025Q1: 777,229 shares; 2025Q2: 849,665 shares; 2025Q3: 859,867 shares; 2025Q4: 649,275 shares; 2026Q1: 887,944 shares 887,944 $23.3M 0.03% +238,669 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: 511,096 shares; 2024Q4: 478,861 shares; 2025Q1: 708,867 shares; 2025Q2: 646,838 shares; 2025Q3: 616,104 shares; 2025Q4: 551,610 shares; 2026Q1: 558,737 shares 558,737 $23.3M 0.03% +7,127 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,382 shares; 2024Q4: 400,300 shares; 2025Q1: 1,136,550 shares; 2025Q2: 1,157,385 shares; 2025Q3: 1,027,261 shares; 2025Q4: 441,631 shares; 2026Q1: 580,198 shares 580,198 $23.3M 0.03% +138,567 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: 337,494 shares; 2024Q4: 357,556 shares; 2025Q1: 364,979 shares; 2025Q2: 336,708 shares; 2025Q3: 343,125 shares; 2025Q4: 323,034 shares; 2026Q1: 256,751 shares 256,751 $23.1M 0.03% -66,283 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,959 shares; 2024Q4: 430,156 shares; 2025Q1: 446,386 shares; 2025Q2: 1,670,634 shares; 2025Q3: 1,577,772 shares; 2025Q4: 1,539,298 shares; 2026Q1: 551,512 shares 551,512 $23.1M 0.03% -987,786 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,398 shares; 2024Q4: 80,829 shares; 2025Q1: 85,909 shares; 2025Q2: 79,946 shares; 2025Q3: 83,713 shares; 2025Q4: 74,189 shares; 2026Q1: 70,432 shares 70,432 $23M 0.03% -3,757 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,931 shares; 2024Q4: 197,852 shares; 2025Q1: 202,990 shares; 2025Q2: 270,105 shares; 2025Q3: 272,231 shares; 2025Q4: 291,826 shares; 2026Q1: 270,624 shares 270,624 $22.9M 0.03% -21,202 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,166 shares; 2025Q1: 95,485 shares; 2025Q2: 73,622 shares; 2025Q3: 85,836 shares; 2025Q4: 922,470 shares; 2026Q1: 854,107 shares 854,107 $22.8M 0.03% -68,363 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795,612 shares; 2024Q4: 868,701 shares; 2025Q1: 853,658 shares; 2025Q2: 474,299 shares; 2025Q3: 568,067 shares; 2025Q4: 597,848 shares; 2026Q1: 646,336 shares 646,336 $22.8M 0.03% +48,488 Timeline DFSV 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: 838,747 shares; 2024Q4: 854,227 shares; 2025Q1: 898,166 shares; 2025Q2: 778,332 shares; 2025Q3: 544,973 shares; 2025Q4: 655,965 shares; 2026Q1: 650,168 shares 650,168 $22.8M 0.03% -5,797 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,506 shares; 2024Q4: 261,638 shares; 2025Q1: 263,492 shares; 2025Q2: 269,037 shares; 2025Q3: 258,205 shares; 2025Q4: 227,472 shares; 2026Q1: 246,975 shares 246,975 $22.8M 0.03% +19,503 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,890 shares; 2024Q4: 277,526 shares; 2025Q1: 293,016 shares; 2025Q2: 279,834 shares; 2025Q3: 258,194 shares; 2025Q4: 234,739 shares; 2026Q1: 231,439 shares 231,439 $22.6M 0.03% -3,300 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,532 shares; 2024Q4: 423,737 shares; 2025Q1: 414,070 shares; 2025Q2: 752,222 shares; 2025Q3: 592,391 shares; 2025Q4: 583,044 shares; 2026Q1: 559,079 shares 559,079 $22.5M 0.03% -23,965 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,926 shares; 2024Q4: 248,068 shares; 2025Q1: 246,762 shares; 2025Q2: 252,292 shares; 2025Q3: 252,313 shares; 2025Q4: 303,431 shares; 2026Q1: 329,373 shares 329,373 $22.4M 0.03% +25,942 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: 180,419 shares; 2024Q4: 173,601 shares; 2025Q1: 194,516 shares; 2025Q2: 180,619 shares; 2025Q3: 139,684 shares; 2025Q4: 147,647 shares; 2026Q1: 132,371 shares 132,371 $22.4M 0.03% -15,276 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,173 shares; 2024Q4: 196,705 shares; 2025Q1: 206,580 shares; 2025Q2: 199,607 shares; 2025Q3: 138,219 shares; 2025Q4: 110,896 shares; 2026Q1: 112,492 shares 112,492 $22.3M 0.03% +1,596 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: 352,682 shares; 2024Q4: 339,725 shares; 2025Q1: 341,582 shares; 2025Q2: 279,755 shares; 2025Q3: 243,333 shares; 2025Q4: 240,027 shares; 2026Q1: 201,684 shares 201,684 $22.3M 0.03% -38,343 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: 299,395 shares; 2024Q4: 271,247 shares; 2025Q1: 268,622 shares; 2025Q2: 365,034 shares; 2025Q3: 325,838 shares; 2025Q4: 385,647 shares; 2026Q1: 442,387 shares 442,387 $22.1M 0.03% +56,740 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,810 shares; 2024Q4: 457,005 shares; 2025Q1: 350,924 shares; 2025Q2: 352,814 shares; 2025Q3: 413,265 shares; 2025Q4: 355,226 shares; 2026Q1: 323,187 shares 323,187 $21.8M 0.03% -32,039 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,176 shares; 2024Q4: 577,562 shares; 2025Q1: 565,990 shares; 2025Q2: 678,963 shares; 2025Q3: 668,047 shares; 2025Q4: 626,941 shares; 2026Q1: 463,497 shares 463,497 $21.8M 0.03% -163,444 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,055 shares; 2024Q4: 234,922 shares; 2025Q1: 234,426 shares; 2025Q2: 232,927 shares; 2025Q3: 221,155 shares; 2025Q4: 216,664 shares; 2026Q1: 226,283 shares 226,283 $21.7M 0.03% +9,619 Timeline XLC 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: 353,346 shares; 2024Q4: 350,386 shares; 2025Q1: 391,656 shares; 2025Q2: 333,168 shares; 2025Q3: 364,333 shares; 2025Q4: 234,753 shares; 2026Q1: 194,824 shares 194,824 $21.6M 0.03% -39,929 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: 388,475 shares; 2024Q4: 474,482 shares; 2025Q1: 506,234 shares; 2025Q2: 474,440 shares; 2025Q3: 464,719 shares; 2025Q4: 369,855 shares; 2026Q1: 350,033 shares 350,033 $21.6M 0.03% -19,822 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: 290,116 shares; 2024Q4: 299,289 shares; 2025Q1: 345,091 shares; 2025Q2: 365,248 shares; 2025Q3: 339,973 shares; 2025Q4: 314,877 shares; 2026Q1: 361,975 shares 361,975 $21.6M 0.03% +47,098 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 109,247 shares 109,247 $21.5M 0.03% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,011 shares; 2024Q4: 460,893 shares; 2025Q1: 524,193 shares; 2025Q2: 889,678 shares; 2025Q3: 525,251 shares; 2025Q4: 565,907 shares; 2026Q1: 588,062 shares 588,062 $21.5M 0.03% +22,155 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: 328,147 shares; 2024Q4: 349,569 shares; 2025Q1: 362,714 shares; 2025Q2: 336,716 shares; 2025Q3: 345,346 shares; 2025Q4: 374,081 shares; 2026Q1: 397,207 shares 397,207 $21.4M 0.03% +23,126 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,565 shares; 2024Q4: 75,444 shares; 2025Q1: 74,246 shares; 2025Q2: 72,223 shares; 2025Q3: 70,674 shares; 2025Q4: 66,749 shares; 2026Q1: 52,507 shares 52,507 $21.4M 0.03% -14,242 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,476 shares; 2024Q4: 410,091 shares; 2025Q1: 435,448 shares; 2025Q2: 422,155 shares; 2025Q3: 386,485 shares; 2025Q4: 403,858 shares; 2026Q1: 408,617 shares 408,617 $21.4M 0.03% +4,759 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 140,599 shares; 2025Q1: 233,237 shares; 2025Q2: 389,010 shares; 2025Q3: 487,599 shares; 2025Q4: 570,040 shares; 2026Q1: 714,017 shares 714,017 $21.3M 0.03% +143,977 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,775 shares; 2024Q4: 681,401 shares; 2025Q1: 657,323 shares; 2025Q2: 594,956 shares; 2025Q3: 602,903 shares; 2025Q4: 628,229 shares; 2026Q1: 624,347 shares 624,347 $21.1M 0.03% -3,882 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 305,622 shares; 2025Q1: 325,623 shares; 2025Q2: 375,074 shares; 2025Q3: 376,972 shares; 2025Q4: 385,586 shares; 2026Q1: 398,998 shares 398,998 $21M 0.03% +13,412 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: 218,026 shares; 2024Q4: 186,515 shares; 2025Q1: 184,526 shares; 2025Q2: 177,455 shares; 2025Q3: 157,765 shares; 2025Q4: 156,511 shares; 2026Q1: 147,971 shares 147,971 $21M 0.03% -8,540 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,473 shares; 2024Q4: 631,301 shares; 2025Q1: 639,780 shares; 2025Q2: 676,805 shares; 2025Q3: 553,157 shares; 2025Q4: 637,920 shares; 2026Q1: 628,119 shares 628,119 $21M 0.03% -9,801 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: 18,662 shares; 2024Q4: 15,059 shares; 2025Q1: 15,101 shares; 2025Q2: 14,958 shares; 2025Q3: 12,653 shares; 2025Q4: 38,392 shares; 2026Q1: 44,121 shares 44,121 $20.9M 0.03% +5,729 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: 534,403 shares; 2024Q4: 552,530 shares; 2025Q1: 567,171 shares; 2025Q2: 567,595 shares; 2025Q3: 577,457 shares; 2025Q4: 594,715 shares; 2026Q1: 598,414 shares 598,414 $20.7M 0.03% +3,699 Timeline JIVE 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: 7,510 shares; 2025Q2: 28,880 shares; 2025Q3: 55,771 shares; 2025Q4: 131,419 shares; 2026Q1: 240,522 shares 240,522 $20.6M 0.03% +109,103 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 479,032 shares; 2025Q1: 494,353 shares; 2025Q2: 503,948 shares; 2025Q3: 473,395 shares; 2025Q4: 468,959 shares; 2026Q1: 461,291 shares 461,291 $20.6M 0.03% -7,668 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,321 shares; 2024Q4: 159,410 shares; 2025Q1: 297,028 shares; 2025Q2: 344,522 shares; 2025Q3: 347,660 shares; 2025Q4: 433,219 shares; 2026Q1: 607,768 shares 607,768 $20.6M 0.03% +174,549 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795,752 shares; 2024Q4: 902,396 shares; 2025Q1: 1,013,961 shares; 2025Q2: 767,257 shares; 2025Q3: 765,069 shares; 2025Q4: 805,431 shares; 2026Q1: 733,134 shares 733,134 $20.5M 0.03% -72,297 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,236 shares; 2024Q4: 393,784 shares; 2025Q1: 371,137 shares; 2025Q2: 359,303 shares; 2025Q3: 222,673 shares; 2025Q4: 205,414 shares; 2026Q1: 190,404 shares 190,404 $20.5M 0.03% -15,010 Timeline DFIV 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: 318,815 shares; 2024Q4: 319,470 shares; 2025Q1: 331,109 shares; 2025Q2: 318,968 shares; 2025Q3: 343,820 shares; 2025Q4: 364,193 shares; 2026Q1: 387,022 shares 387,022 $20.4M 0.03% +22,829 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 53,222 shares; 2025Q1: 69,073 shares; 2025Q2: 85,163 shares; 2025Q3: 86,161 shares; 2025Q4: 99,550 shares; 2026Q1: 127,037 shares 127,037 $20.4M 0.03% +27,487 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,797 shares; 2024Q4: 86,666 shares; 2025Q1: 88,080 shares; 2025Q2: 64,233 shares; 2025Q3: 65,230 shares; 2025Q4: 51,693 shares; 2026Q1: 59,016 shares 59,016 $20.4M 0.03% +7,323 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 67,357 shares; 2025Q1: 79,569 shares; 2025Q2: 75,629 shares; 2025Q3: 71,823 shares; 2025Q4: 72,651 shares; 2026Q1: 68,826 shares 68,826 $20.3M 0.03% -3,825 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,322 shares; 2024Q4: 60,622 shares; 2025Q1: 62,680 shares; 2025Q2: 61,069 shares; 2025Q3: 63,026 shares; 2025Q4: 64,701 shares; 2026Q1: 229,663 shares 229,663 $20.2M 0.03% +164,962 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,003 shares; 2024Q4: 135,427 shares; 2025Q1: 134,676 shares; 2025Q2: 135,647 shares; 2025Q3: 130,149 shares; 2025Q4: 129,777 shares; 2026Q1: 126,222 shares 126,222 $20.1M 0.03% -3,555 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026,552 shares; 2024Q4: 1,048,899 shares; 2025Q1: 939,632 shares; 2025Q2: 860,155 shares; 2025Q3: 658,688 shares; 2025Q4: 547,397 shares; 2026Q1: 459,424 shares 459,424 $20M 0.03% -87,973 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,842 shares; 2024Q4: 438,583 shares; 2025Q1: 483,030 shares; 2025Q2: 497,121 shares; 2025Q3: 483,968 shares; 2025Q4: 305,153 shares; 2026Q1: 242,390 shares 242,390 $20M 0.03% -62,763 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,653 shares; 2024Q4: 457,774 shares; 2025Q1: 452,496 shares; 2025Q2: 430,921 shares; 2025Q3: 387,804 shares; 2025Q4: 355,851 shares; 2026Q1: 345,345 shares 345,345 $19.9M 0.03% -10,506 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 4,379 shares; 2025Q1: 4,380 shares; 2025Q2: 4,925 shares; 2025Q3: 5,084 shares; 2025Q4: 4,860 shares; 2026Q1: 4,725 shares 4,725 $19.9M 0.03% -135 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: 53,101 shares; 2024Q4: 62,095 shares; 2025Q1: 64,033 shares; 2025Q2: 35,290 shares; 2025Q3: 72,113 shares; 2025Q4: 73,375 shares; 2026Q1: 72,917 shares 72,917 $19.9M 0.03% -458 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,686 shares; 2025Q1: 4,332 shares; 2025Q2: 271,409 shares; 2025Q3: 372,341 shares; 2025Q4: 382,975 shares; 2026Q1: 394,198 shares 394,198 $19.6M 0.03% +11,223 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,364 shares; 2025Q4: 493,058 shares; 2026Q1: 820,350 shares 820,350 $19.6M 0.03% +327,292 Timeline BBUS 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: 7,847 shares; 2024Q4: 8,193 shares; 2025Q1: 10,859 shares; 2025Q2: 14,301 shares; 2025Q3: 13,804 shares; 2025Q4: 77,728 shares; 2026Q1: 167,328 shares 167,328 $19.6M 0.03% +89,600 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,999 shares; 2024Q4: 241,942 shares; 2025Q1: 241,683 shares; 2025Q2: 241,942 shares; 2025Q3: 252,425 shares; 2025Q4: 252,152 shares; 2026Q1: 214,145 shares 214,145 $19.6M 0.03% -38,007 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: 373,076 shares; 2025Q4: 380,442 shares; 2026Q1: 392,951 shares 392,951 $19.5M 0.03% +12,509 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: 306,049 shares; 2024Q4: 301,699 shares; 2025Q1: 298,763 shares; 2025Q2: 287,713 shares; 2025Q3: 280,852 shares; 2025Q4: 270,539 shares; 2026Q1: 273,426 shares 273,426 $19.5M 0.03% +2,887 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 61,432 shares; 2025Q1: 325,050 shares; 2025Q2: 344,708 shares; 2025Q3: 383,523 shares; 2025Q4: 467,460 shares; 2026Q1: 469,422 shares 469,422 $19.5M 0.03% +1,962 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,518 shares; 2024Q4: 299,468 shares; 2025Q1: 294,113 shares; 2025Q2: 191,924 shares; 2025Q3: 193,201 shares; 2025Q4: 176,827 shares; 2026Q1: 169,409 shares 169,409 $19.5M 0.03% -7,418 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864,594 shares; 2024Q4: 882,795 shares; 2025Q1: 901,679 shares; 2025Q2: 763,051 shares; 2025Q3: 656,826 shares; 2025Q4: 602,165 shares; 2026Q1: 578,910 shares 578,910 $19.4M 0.03% -23,255 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,872 shares; 2024Q4: 418,259 shares; 2025Q1: 486,456 shares; 2025Q2: 536,722 shares; 2025Q3: 593,600 shares; 2025Q4: 558,400 shares; 2026Q1: 702,741 shares 702,741 $19.4M 0.03% +144,341 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: 2,474,034 shares; 2024Q4: 2,170,537 shares; 2025Q1: 2,182,868 shares; 2025Q2: 2,070,589 shares; 2025Q3: 1,828,587 shares; 2025Q4: 1,712,119 shares; 2026Q1: 1,676,315 shares 1,676,315 $19.3M 0.03% -35,804 Timeline KNG 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: 828,641 shares; 2024Q4: 925,220 shares; 2025Q1: 1,034,132 shares; 2025Q2: 1,063,178 shares; 2025Q3: 435,442 shares; 2025Q4: 408,694 shares; 2026Q1: 397,008 shares 397,008 $19.3M 0.03% -11,686 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,702 shares; 2025Q2: 204,293 shares; 2025Q3: 569,039 shares; 2025Q4: 606,421 shares; 2026Q1: 700,815 shares 700,815 $19.3M 0.03% +94,394 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,176 shares; 2024Q4: 162,376 shares; 2025Q1: 172,529 shares; 2025Q2: 179,757 shares; 2025Q3: 163,909 shares; 2025Q4: 162,244 shares; 2026Q1: 162,439 shares 162,439 $19.3M 0.03% +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: 876,695 shares; 2024Q4: 849,407 shares; 2025Q1: 906,791 shares; 2025Q2: 960,965 shares; 2025Q3: 940,778 shares; 2025Q4: 1,010,842 shares; 2026Q1: 1,000,034 shares 1,000,034 $19.2M 0.03% -10,808 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,490 shares; 2024Q4: 256,034 shares; 2025Q1: 261,739 shares; 2025Q2: 261,973 shares; 2025Q3: 316,714 shares; 2025Q4: 219,678 shares; 2026Q1: 224,903 shares 224,903 $19.2M 0.03% +5,225 Timeline GARP 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: 68,504 shares; 2024Q4: 125,229 shares; 2025Q1: 195,222 shares; 2025Q2: 270,069 shares; 2025Q3: 324,041 shares; 2025Q4: 296,793 shares; 2026Q1: 297,012 shares 297,012 $19M 0.03% +219 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: 192,079 shares; 2024Q4: 210,802 shares; 2025Q1: 226,010 shares; 2025Q2: 243,618 shares; 2025Q3: 246,740 shares; 2025Q4: 275,917 shares; 2026Q1: 323,832 shares 323,832 $19M 0.03% +47,915 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,519 shares; 2024Q4: 757,528 shares; 2025Q1: 768,422 shares; 2025Q2: 724,584 shares; 2025Q3: 655,532 shares; 2025Q4: 712,841 shares; 2026Q1: 658,870 shares 658,870 $18.9M 0.03% -53,971 Timeline FTKI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976,440 shares 976,440 $18.9M 0.03% new 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: 479,595 shares; 2025Q3: 447,336 shares; 2025Q4: 446,806 shares; 2026Q1: 461,864 shares 461,864 $18.8M 0.03% +15,058 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 11,193 shares; 2025Q1: 11,151 shares; 2025Q2: 188,940 shares; 2025Q3: 234,636 shares; 2025Q4: 209,066 shares; 2026Q1: 204,031 shares 204,031 $18.8M 0.03% -5,035 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,201 shares; 2024Q4: 320,725 shares; 2025Q1: 368,604 shares; 2025Q2: 378,667 shares; 2025Q3: 365,492 shares; 2025Q4: 411,962 shares; 2026Q1: 465,651 shares 465,651 $18.7M 0.03% +53,689 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,331 shares; 2024Q4: 102,584 shares; 2025Q1: 103,069 shares; 2025Q2: 96,156 shares; 2025Q3: 90,079 shares; 2025Q4: 90,860 shares; 2026Q1: 90,087 shares 90,087 $18.7M 0.03% -773 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,338 shares; 2024Q4: 68,073 shares; 2025Q1: 78,699 shares; 2025Q2: 98,683 shares; 2025Q3: 181,823 shares; 2025Q4: 196,113 shares; 2026Q1: 196,567 shares 196,567 $18.6M 0.03% +454 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,259 shares; 2024Q4: 119,700 shares; 2025Q1: 123,280 shares; 2025Q2: 92,120 shares; 2025Q3: 82,423 shares; 2025Q4: 74,084 shares; 2026Q1: 69,921 shares 69,921 $18.6M 0.03% -4,163 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,967 shares; 2024Q4: 413,661 shares; 2025Q1: 298,745 shares; 2025Q2: 310,337 shares; 2025Q3: 285,967 shares; 2025Q4: 271,908 shares; 2026Q1: 332,315 shares 332,315 $18.6M 0.03% +60,407 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,348 shares; 2024Q4: 341,720 shares; 2025Q1: 357,747 shares; 2025Q2: 376,025 shares; 2025Q3: 410,888 shares; 2025Q4: 485,461 shares; 2026Q1: 496,581 shares 496,581 $18.5M 0.03% +11,120 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,993 shares; 2024Q4: 171,488 shares; 2025Q1: 168,432 shares; 2025Q2: 173,628 shares; 2025Q3: 168,345 shares; 2025Q4: 196,614 shares; 2026Q1: 175,578 shares 175,578 $18.5M 0.03% -21,036 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: 197,116 shares; 2024Q4: 201,313 shares; 2025Q1: 209,174 shares; 2025Q2: 210,092 shares; 2025Q3: 177,891 shares; 2025Q4: 145,212 shares; 2026Q1: 159,726 shares 159,726 $18.5M 0.03% +14,514 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 7,748 shares; 2025Q1: 11,231 shares; 2025Q2: 27,413 shares; 2025Q3: 134,283 shares; 2025Q4: 298,753 shares; 2026Q1: 372,133 shares 372,133 $18.4M 0.03% +73,380 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,886 shares; 2024Q4: 227,011 shares; 2025Q1: 387,120 shares; 2025Q2: 590,217 shares; 2025Q3: 526,808 shares; 2025Q4: 337,701 shares; 2026Q1: 361,254 shares 361,254 $18.4M 0.03% +23,553 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,800 shares; 2024Q4: 624,260 shares; 2025Q1: 637,639 shares; 2025Q2: 571,374 shares; 2025Q3: 723,252 shares; 2025Q4: 535,200 shares; 2026Q1: 450,424 shares 450,424 $18.4M 0.03% -84,776 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,775 shares; 2024Q4: 280,445 shares; 2025Q1: 252,502 shares; 2025Q2: 265,779 shares; 2025Q3: 295,874 shares; 2025Q4: 297,696 shares; 2026Q1: 269,677 shares 269,677 $18.4M 0.03% -28,019 Timeline IOO 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: 170,155 shares; 2024Q4: 192,495 shares; 2025Q1: 195,970 shares; 2025Q2: 180,405 shares; 2025Q3: 146,538 shares; 2025Q4: 134,795 shares; 2026Q1: 151,733 shares 151,733 $18.4M 0.03% +16,938 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: 62,429 shares; 2024Q4: 155,373 shares; 2025Q1: 185,150 shares; 2025Q2: 220,928 shares; 2025Q3: 213,092 shares; 2025Q4: 199,717 shares; 2026Q1: 154,535 shares 154,535 $18.3M 0.03% -45,182 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,884 shares; 2024Q4: 147,619 shares; 2025Q1: 170,326 shares; 2025Q2: 161,107 shares; 2025Q3: 138,976 shares; 2025Q4: 142,295 shares; 2026Q1: 139,691 shares 139,691 $18.3M 0.03% -2,604 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,422 shares; 2024Q4: 246,498 shares; 2025Q1: 258,802 shares; 2025Q2: 251,558 shares; 2025Q3: 241,528 shares; 2025Q4: 222,980 shares; 2026Q1: 229,916 shares 229,916 $18.3M 0.03% +6,936 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,475 shares; 2024Q4: 588,407 shares; 2025Q1: 637,870 shares; 2025Q2: 648,479 shares; 2025Q3: 614,165 shares; 2025Q4: 891,589 shares; 2026Q1: 835,319 shares 835,319 $18.2M 0.03% -56,270 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,908 shares; 2024Q4: 142,307 shares; 2025Q1: 143,051 shares; 2025Q2: 140,625 shares; 2025Q3: 122,544 shares; 2025Q4: 111,006 shares; 2026Q1: 105,519 shares 105,519 $18.2M 0.03% -5,487 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: 304,127 shares; 2024Q4: 313,540 shares; 2025Q1: 295,183 shares; 2025Q2: 206,077 shares; 2025Q3: 196,821 shares; 2025Q4: 186,690 shares; 2026Q1: 191,988 shares 191,988 $18.2M 0.03% +5,298 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,790 shares; 2024Q4: 215,625 shares; 2025Q1: 210,188 shares; 2025Q2: 207,410 shares; 2025Q3: 207,765 shares; 2025Q4: 206,937 shares; 2026Q1: 230,013 shares 230,013 $18M 0.03% +23,076 Timeline SPTI 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: 183,396 shares; 2024Q4: 210,973 shares; 2025Q1: 329,188 shares; 2025Q2: 438,644 shares; 2025Q3: 484,484 shares; 2025Q4: 511,714 shares; 2026Q1: 626,692 shares 626,692 $18M 0.03% +114,978 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,231 shares; 2024Q4: 474,693 shares; 2025Q1: 462,939 shares; 2025Q2: 446,141 shares; 2025Q3: 408,026 shares; 2025Q4: 496,549 shares; 2026Q1: 437,941 shares 437,941 $17.9M 0.02% -58,608 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: 47,208 shares; 2024Q4: 57,937 shares; 2025Q1: 59,817 shares; 2025Q2: 60,893 shares; 2025Q3: 57,380 shares; 2025Q4: 56,317 shares; 2026Q1: 86,468 shares 86,468 $17.8M 0.02% +30,151 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,646 shares; 2024Q4: 142,115 shares; 2025Q1: 144,868 shares; 2025Q2: 131,205 shares; 2025Q3: 117,335 shares; 2025Q4: 105,134 shares; 2026Q1: 94,052 shares 94,052 $17.8M 0.02% -11,082 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,319 shares; 2024Q4: 76,210 shares; 2025Q1: 88,235 shares; 2025Q2: 79,794 shares; 2025Q3: 76,953 shares; 2025Q4: 86,950 shares; 2026Q1: 89,796 shares 89,796 $17.8M 0.02% +2,846 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,834 shares; 2024Q4: 567,703 shares; 2025Q1: 670,739 shares; 2025Q2: 498,815 shares; 2025Q3: 526,375 shares; 2025Q4: 548,434 shares; 2026Q1: 588,269 shares 588,269 $17.7M 0.02% +39,835 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,616 shares; 2024Q4: 51,480 shares; 2025Q1: 51,833 shares; 2025Q2: 51,008 shares; 2025Q3: 48,457 shares; 2025Q4: 44,780 shares; 2026Q1: 41,698 shares 41,698 $17.7M 0.02% -3,082 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,226 shares; 2024Q4: 309,212 shares; 2025Q1: 384,349 shares; 2025Q2: 389,686 shares; 2025Q3: 380,355 shares; 2025Q4: 350,316 shares; 2026Q1: 348,146 shares 348,146 $17.6M 0.02% -2,170 Timeline MUNI 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: 145,184 shares; 2024Q4: 154,263 shares; 2025Q1: 153,829 shares; 2025Q2: 204,781 shares; 2025Q3: 276,313 shares; 2025Q4: 314,072 shares; 2026Q1: 337,850 shares 337,850 $17.6M 0.02% +23,778 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588,285 shares; 2024Q4: 585,088 shares; 2025Q1: 462,491 shares; 2025Q2: 460,929 shares; 2025Q3: 563,104 shares; 2025Q4: 542,393 shares; 2026Q1: 460,685 shares 460,685 $17.6M 0.02% -81,708 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,242 shares; 2024Q4: 105,589 shares; 2025Q1: 100,621 shares; 2025Q2: 95,334 shares; 2025Q3: 108,127 shares; 2025Q4: 113,913 shares; 2026Q1: 138,873 shares 138,873 $17.5M 0.02% +24,960 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,106 shares; 2024Q4: 299,677 shares; 2025Q1: 341,890 shares; 2025Q2: 379,098 shares; 2025Q3: 384,607 shares; 2025Q4: 359,356 shares; 2026Q1: 296,744 shares 296,744 $17.4M 0.02% -62,612 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: 411,850 shares; 2024Q4: 389,806 shares; 2025Q1: 269,230 shares; 2025Q2: 322,943 shares; 2025Q3: 331,885 shares; 2025Q4: 326,429 shares; 2026Q1: 304,436 shares 304,436 $17.4M 0.02% -21,993 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931,895 shares; 2024Q4: 454,202 shares; 2025Q1: 1,189,172 shares; 2025Q2: 1,236,666 shares; 2025Q3: 474,989 shares; 2025Q4: 514,610 shares; 2026Q1: 521,961 shares 521,961 $17.4M 0.02% +7,351 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,104 shares; 2024Q4: 238,676 shares; 2025Q1: 137,353 shares; 2025Q2: 186,243 shares; 2025Q3: 577,322 shares; 2025Q4: 563,842 shares; 2026Q1: 547,933 shares 547,933 $17.3M 0.02% -15,909 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: 408,629 shares; 2024Q4: 461,529 shares; 2025Q1: 403,670 shares; 2025Q2: 482,525 shares; 2025Q3: 420,303 shares; 2025Q4: 359,751 shares; 2026Q1: 317,124 shares 317,124 $17.3M 0.02% -42,627 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,684 shares; 2024Q4: 230,211 shares; 2025Q1: 195,521 shares; 2025Q2: 155,239 shares; 2025Q3: 175,023 shares; 2025Q4: 158,634 shares; 2026Q1: 153,339 shares 153,339 $17.2M 0.02% -5,295 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,812 shares; 2024Q4: 85,585 shares; 2025Q1: 90,216 shares; 2025Q2: 92,095 shares; 2025Q3: 85,507 shares; 2025Q4: 88,257 shares; 2026Q1: 86,964 shares 86,964 $17.2M 0.02% -1,293 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 156,473 shares; 2025Q1: 209,691 shares; 2025Q2: 149,747 shares; 2025Q3: 149,621 shares; 2025Q4: 148,502 shares; 2026Q1: 165,886 shares 165,886 $17.2M 0.02% +17,384 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,742 shares; 2024Q4: 1,059,577 shares; 2025Q1: 1,045,404 shares; 2025Q2: 1,067,302 shares; 2025Q3: 1,056,221 shares; 2025Q4: 1,046,037 shares; 2026Q1: 1,027,625 shares 1,027,625 $17.1M 0.02% -18,412 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,539 shares; 2026Q1: 300,677 shares 300,677 $17.1M 0.02% -2,862 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720,594 shares; 2024Q4: 683,150 shares; 2025Q1: 693,607 shares; 2025Q2: 683,501 shares; 2025Q3: 608,348 shares; 2025Q4: 587,006 shares; 2026Q1: 582,995 shares 582,995 $17.1M 0.02% -4,011 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: 426,372 shares; 2024Q4: 420,216 shares; 2025Q1: 452,844 shares; 2025Q2: 454,459 shares; 2025Q3: 438,923 shares; 2025Q4: 427,843 shares; 2026Q1: 459,181 shares 459,181 $17.1M 0.02% +31,338 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,674 shares; 2024Q4: 439,156 shares; 2025Q1: 445,728 shares; 2025Q2: 451,600 shares; 2025Q3: 445,079 shares; 2025Q4: 450,713 shares; 2026Q1: 445,553 shares 445,553 $17M 0.02% -5,160 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,001 shares; 2024Q4: 593,826 shares; 2025Q1: 643,967 shares; 2025Q2: 691,716 shares; 2025Q3: 694,202 shares; 2025Q4: 696,254 shares; 2026Q1: 678,938 shares 678,938 $17M 0.02% -17,316 Timeline VDE 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: 129,511 shares; 2024Q4: 138,564 shares; 2025Q1: 145,443 shares; 2025Q2: 185,192 shares; 2025Q3: 131,351 shares; 2025Q4: 118,249 shares; 2026Q1: 98,322 shares 98,322 $17M 0.02% -19,927 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,722 shares; 2024Q4: 271,322 shares; 2025Q1: 278,956 shares; 2025Q2: 267,861 shares; 2025Q3: 249,907 shares; 2025Q4: 217,143 shares; 2026Q1: 209,465 shares 209,465 $17M 0.02% -7,678 Timeline SLYG 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: 284,579 shares; 2024Q4: 293,044 shares; 2025Q1: 261,030 shares; 2025Q2: 243,460 shares; 2025Q3: 237,506 shares; 2025Q4: 171,688 shares; 2026Q1: 175,015 shares 175,015 $16.9M 0.02% +3,327 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,024 shares; 2024Q4: 467,030 shares; 2025Q1: 768,134 shares; 2025Q2: 1,364,101 shares; 2025Q3: 1,291,101 shares; 2025Q4: 1,270,015 shares; 2026Q1: 1,302,121 shares 1,302,121 $16.8M 0.02% +32,106 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,510 shares; 2024Q4: 99,682 shares; 2025Q1: 98,631 shares; 2025Q2: 100,562 shares; 2025Q3: 97,940 shares; 2025Q4: 129,154 shares; 2026Q1: 219,408 shares 219,408 $16.8M 0.02% +90,254 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: 344,590 shares; 2024Q4: 322,483 shares; 2025Q1: 350,979 shares; 2025Q2: 291,220 shares; 2025Q3: 330,524 shares; 2025Q4: 312,108 shares; 2026Q1: 313,680 shares 313,680 $16.7M 0.02% +1,572 Timeline SCZ 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: 257,661 shares; 2024Q4: 260,156 shares; 2025Q1: 258,384 shares; 2025Q2: 251,262 shares; 2025Q3: 218,745 shares; 2025Q4: 213,922 shares; 2026Q1: 213,145 shares 213,145 $16.7M 0.02% -777 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,122 shares; 2024Q4: 446,194 shares; 2025Q1: 489,575 shares; 2025Q2: 509,049 shares; 2025Q3: 508,238 shares; 2025Q4: 530,176 shares; 2026Q1: 424,402 shares 424,402 $16.7M 0.02% -105,774 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: 265,150 shares; 2024Q4: 262,281 shares; 2025Q1: 279,541 shares; 2025Q2: 282,971 shares; 2025Q3: 262,645 shares; 2025Q4: 231,398 shares; 2026Q1: 240,256 shares 240,256 $16.6M 0.02% +8,858 Timeline GCOW 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: 471,076 shares; 2024Q4: 448,409 shares; 2025Q1: 381,230 shares; 2025Q2: 376,531 shares; 2025Q3: 317,707 shares; 2025Q4: 306,332 shares; 2026Q1: 358,582 shares 358,582 $16.6M 0.02% +52,250 Timeline COWG 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: 86,536 shares; 2024Q4: 148,679 shares; 2025Q1: 367,606 shares; 2025Q2: 678,031 shares; 2025Q3: 820,645 shares; 2025Q4: 629,591 shares; 2026Q1: 490,819 shares 490,819 $16.6M 0.02% -138,772 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,585 shares; 2024Q4: 315,604 shares; 2025Q1: 327,438 shares; 2025Q2: 336,752 shares; 2025Q3: 329,858 shares; 2025Q4: 342,417 shares; 2026Q1: 328,373 shares 328,373 $16.5M 0.02% -14,044 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,714 shares; 2024Q4: 319,603 shares; 2025Q1: 327,732 shares; 2025Q2: 309,744 shares; 2025Q3: 305,129 shares; 2025Q4: 289,839 shares; 2026Q1: 281,517 shares 281,517 $16.5M 0.02% -8,322 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,890 shares; 2024Q4: 338,784 shares; 2025Q1: 289,898 shares; 2025Q2: 259,076 shares; 2025Q3: 247,385 shares; 2025Q4: 176,499 shares; 2026Q1: 189,586 shares 189,586 $16.4M 0.02% +13,087 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,191 shares; 2024Q4: 276,543 shares; 2025Q1: 369,942 shares; 2025Q2: 380,834 shares; 2025Q3: 324,380 shares; 2025Q4: 305,570 shares; 2026Q1: 365,511 shares 365,511 $16.3M 0.02% +59,941 Timeline GDXJ 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: 179,568 shares; 2024Q4: 182,673 shares; 2025Q1: 178,547 shares; 2025Q2: 157,063 shares; 2025Q3: 150,829 shares; 2025Q4: 146,622 shares; 2026Q1: 135,662 shares 135,662 $16.3M 0.02% -10,960 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,928 shares; 2024Q4: 46,644 shares; 2025Q1: 54,277 shares; 2025Q2: 104,078 shares; 2025Q3: 204,966 shares; 2025Q4: 175,446 shares; 2026Q1: 228,936 shares 228,936 $16.2M 0.02% +53,490 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,180 shares; 2024Q4: 313,983 shares; 2025Q1: 344,391 shares; 2025Q2: 340,189 shares; 2025Q3: 340,284 shares; 2025Q4: 327,814 shares; 2026Q1: 285,746 shares 285,746 $16.1M 0.02% -42,068 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,799 shares; 2024Q4: 613,920 shares; 2025Q1: 705,991 shares; 2025Q2: 694,818 shares; 2025Q3: 799,964 shares; 2025Q4: 853,136 shares; 2026Q1: 769,745 shares 769,745 $16.1M 0.02% -83,391 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,838 shares; 2024Q4: 460,678 shares; 2025Q1: 445,998 shares; 2025Q2: 425,430 shares; 2025Q3: 408,340 shares; 2025Q4: 385,189 shares; 2026Q1: 369,888 shares 369,888 $16.1M 0.02% -15,301 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: 222,702 shares; 2024Q4: 225,063 shares; 2025Q1: 209,352 shares; 2025Q2: 203,788 shares; 2025Q3: 175,828 shares; 2025Q4: 166,586 shares; 2026Q1: 156,662 shares 156,662 $16M 0.02% -9,924 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,231 shares; 2024Q4: 83,501 shares; 2025Q1: 105,486 shares; 2025Q2: 122,465 shares; 2025Q3: 134,742 shares; 2025Q4: 124,828 shares; 2026Q1: 126,549 shares 126,549 $16M 0.02% +1,721 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,079 shares; 2024Q4: 468,330 shares; 2025Q1: 504,507 shares; 2025Q2: 335,638 shares; 2025Q3: 325,450 shares; 2025Q4: 371,275 shares; 2026Q1: 351,620 shares 351,620 $16M 0.02% -19,655 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,667 shares; 2024Q4: 111,542 shares; 2025Q1: 113,806 shares; 2025Q2: 110,795 shares; 2025Q3: 101,192 shares; 2025Q4: 91,154 shares; 2026Q1: 88,316 shares 88,316 $15.9M 0.02% -2,838 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 170,646 shares; 2025Q1: 198,508 shares; 2025Q2: 188,668 shares; 2025Q3: 277,837 shares; 2025Q4: 355,896 shares; 2026Q1: 313,695 shares 313,695 $15.9M 0.02% -42,201 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,462 shares; 2024Q4: 301,423 shares; 2025Q1: 298,036 shares; 2025Q2: 584,019 shares; 2025Q3: 580,277 shares; 2025Q4: 364,588 shares; 2026Q1: 342,114 shares 342,114 $15.9M 0.02% -22,474 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: 92,151 shares; 2024Q4: 85,420 shares; 2025Q1: 89,964 shares; 2025Q2: 84,938 shares; 2025Q3: 75,862 shares; 2025Q4: 71,417 shares; 2026Q1: 75,999 shares 75,999 $15.8M 0.02% +4,582 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,883 shares; 2024Q4: 118,903 shares; 2025Q1: 118,541 shares; 2025Q2: 115,086 shares; 2025Q3: 111,332 shares; 2025Q4: 100,199 shares; 2026Q1: 99,656 shares 99,656 $15.8M 0.02% -543 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,493 shares; 2024Q4: 52,780 shares; 2025Q1: 107,995 shares; 2025Q2: 160,837 shares; 2025Q3: 152,326 shares; 2025Q4: 268,737 shares; 2026Q1: 253,766 shares 253,766 $15.8M 0.02% -14,971 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098,289 shares; 2024Q4: 1,159,114 shares; 2025Q1: 1,305,391 shares; 2025Q2: 1,384,094 shares; 2025Q3: 1,449,269 shares; 2025Q4: 1,497,243 shares; 2026Q1: 1,527,121 shares 1,527,121 $15.7M 0.02% +29,878 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,968 shares; 2024Q4: 524,198 shares; 2025Q1: 618,457 shares; 2025Q2: 635,948 shares; 2025Q3: 643,107 shares; 2025Q4: 695,875 shares; 2026Q1: 716,488 shares 716,488 $15.7M 0.02% +20,613 Timeline USHY 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: 519,114 shares; 2024Q4: 508,742 shares; 2025Q1: 547,910 shares; 2025Q2: 487,638 shares; 2025Q3: 669,836 shares; 2025Q4: 654,243 shares; 2026Q1: 424,907 shares 424,907 $15.7M 0.02% -229,336 Timeline SPSB 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: 116,631 shares; 2024Q4: 242,106 shares; 2025Q1: 279,147 shares; 2025Q2: 426,120 shares; 2025Q3: 310,664 shares; 2025Q4: 326,295 shares; 2026Q1: 519,116 shares 519,116 $15.6M 0.02% +192,821 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,248 shares; 2024Q4: 128,656 shares; 2025Q1: 116,662 shares; 2025Q2: 360,909 shares; 2025Q3: 470,774 shares; 2025Q4: 436,628 shares; 2026Q1: 487,419 shares 487,419 $15.6M 0.02% +50,791 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,507 shares; 2024Q4: 124,851 shares; 2025Q1: 138,179 shares; 2025Q2: 138,790 shares; 2025Q3: 150,115 shares; 2025Q4: 156,139 shares; 2026Q1: 155,241 shares 155,241 $15.6M 0.02% -898 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,816 shares; 2024Q4: 149,266 shares; 2025Q1: 150,844 shares; 2025Q2: 125,065 shares; 2025Q3: 117,148 shares; 2025Q4: 119,881 shares; 2026Q1: 166,462 shares 166,462 $15.5M 0.02% +46,581 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,231 shares; 2024Q4: 399,742 shares; 2025Q1: 367,534 shares; 2025Q2: 391,512 shares; 2025Q3: 283,055 shares; 2025Q4: 286,524 shares; 2026Q1: 329,737 shares 329,737 $15.5M 0.02% +43,213 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,631 shares; 2025Q4: 175,004 shares; 2026Q1: 616,185 shares 616,185 $15.5M 0.02% +441,181 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442,159 shares; 2026Q1: 571,199 shares 571,199 $15.4M 0.02% +129,040 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,694 shares; 2024Q4: 230,950 shares; 2025Q1: 228,633 shares; 2025Q2: 206,463 shares; 2025Q3: 451,151 shares; 2025Q4: 432,555 shares; 2026Q1: 378,030 shares 378,030 $15.4M 0.02% -54,525 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,473 shares; 2024Q4: 266,624 shares; 2025Q1: 271,969 shares; 2025Q2: 274,555 shares; 2025Q3: 278,046 shares; 2025Q4: 283,048 shares; 2026Q1: 295,915 shares 295,915 $15.4M 0.02% +12,867 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,335 shares; 2024Q4: 327,647 shares; 2025Q1: 524,751 shares; 2025Q2: 493,839 shares; 2025Q3: 225,483 shares; 2025Q4: 294,462 shares; 2026Q1: 309,513 shares 309,513 $15.4M 0.02% +15,051 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: 480,795 shares; 2024Q4: 505,822 shares; 2025Q1: 554,434 shares; 2025Q2: 665,740 shares; 2025Q3: 309,221 shares; 2025Q4: 293,761 shares; 2026Q1: 288,177 shares 288,177 $15.3M 0.02% -5,584 Timeline HEFA 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: 976,273 shares; 2024Q4: 898,414 shares; 2025Q1: 1,181,475 shares; 2025Q2: 621,017 shares; 2025Q3: 581,654 shares; 2025Q4: 435,430 shares; 2026Q1: 359,081 shares 359,081 $15.3M 0.02% -76,349 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,612 shares; 2024Q4: 219,681 shares; 2025Q1: 220,800 shares; 2025Q2: 385,735 shares; 2025Q3: 379,901 shares; 2025Q4: 445,046 shares; 2026Q1: 431,974 shares 431,974 $15.1M 0.02% -13,072 Timeline FTCB 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: 313,082 shares; 2024Q4: 333,943 shares; 2025Q1: 342,130 shares; 2025Q2: 122,226 shares; 2025Q3: 165,400 shares; 2025Q4: 266,923 shares; 2026Q1: 720,043 shares 720,043 $15.1M 0.02% +453,120 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,212 shares; 2024Q4: 44,840 shares; 2025Q1: 51,839 shares; 2025Q2: 83,524 shares; 2025Q3: 74,161 shares; 2025Q4: 153,614 shares; 2026Q1: 188,817 shares 188,817 $15.1M 0.02% +35,203 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,972 shares; 2024Q4: 430,970 shares; 2025Q1: 426,128 shares; 2025Q2: 427,979 shares; 2025Q3: 506,502 shares; 2025Q4: 423,761 shares; 2026Q1: 416,398 shares 416,398 $15M 0.02% -7,363 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: 343,114 shares; 2024Q4: 332,159 shares; 2025Q1: 362,523 shares; 2025Q2: 345,644 shares; 2025Q3: 309,579 shares; 2025Q4: 307,363 shares; 2026Q1: 304,893 shares 304,893 $14.9M 0.02% -2,470 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,303 shares; 2024Q4: 521,398 shares; 2025Q1: 470,147 shares; 2025Q2: 391,367 shares; 2025Q3: 325,869 shares; 2025Q4: 231,714 shares; 2026Q1: 198,114 shares 198,114 $14.9M 0.02% -33,600 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,245 shares; 2024Q4: 566,807 shares; 2025Q1: 579,677 shares; 2025Q2: 515,523 shares; 2025Q3: 508,219 shares; 2025Q4: 532,679 shares; 2026Q1: 552,912 shares 552,912 $14.9M 0.02% +20,233 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,214 shares; 2024Q4: 42,518 shares; 2025Q1: 40,629 shares; 2025Q2: 39,104 shares; 2025Q3: 38,220 shares; 2025Q4: 35,503 shares; 2026Q1: 34,381 shares 34,381 $14.9M 0.02% -1,122 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,252 shares; 2024Q4: 31,131 shares; 2025Q1: 54,661 shares; 2025Q2: 77,473 shares; 2025Q3: 296,920 shares; 2025Q4: 287,326 shares; 2026Q1: 310,728 shares 310,728 $14.9M 0.02% +23,402 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,295 shares; 2024Q4: 907,646 shares; 2025Q1: 853,494 shares; 2025Q2: 830,198 shares; 2025Q3: 255,253 shares; 2025Q4: 238,792 shares; 2026Q1: 213,850 shares 213,850 $14.8M 0.02% -24,942 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,787 shares; 2024Q4: 106,302 shares; 2025Q1: 107,307 shares; 2025Q2: 104,896 shares; 2025Q3: 104,845 shares; 2025Q4: 123,046 shares; 2026Q1: 263,247 shares 263,247 $14.8M 0.02% +140,201 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,368 shares; 2024Q4: 175,112 shares; 2025Q1: 213,407 shares; 2025Q2: 213,723 shares; 2025Q3: 236,645 shares; 2025Q4: 271,080 shares; 2026Q1: 291,880 shares 291,880 $14.8M 0.02% +20,800 Timeline DCOR 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: 10,115 shares; 2024Q4: 35,913 shares; 2025Q1: 76,413 shares; 2025Q2: 136,058 shares; 2025Q3: 168,977 shares; 2025Q4: 191,972 shares; 2026Q1: 205,469 shares 205,469 $14.8M 0.02% +13,497 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,716 shares; 2024Q4: 332,043 shares; 2025Q1: 332,956 shares; 2025Q2: 313,928 shares; 2025Q3: 298,608 shares; 2025Q4: 270,482 shares; 2026Q1: 263,002 shares 263,002 $14.8M 0.02% -7,480 Timeline TFLO 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: 628,759 shares; 2024Q4: 687,900 shares; 2025Q1: 713,678 shares; 2025Q2: 789,698 shares; 2025Q3: 644,102 shares; 2025Q4: 599,479 shares; 2026Q1: 292,273 shares 292,273 $14.8M 0.02% -307,206 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: 53,532 shares; 2024Q4: 59,053 shares; 2025Q1: 84,342 shares; 2025Q2: 93,411 shares; 2025Q3: 91,776 shares; 2025Q4: 83,623 shares; 2026Q1: 74,464 shares 74,464 $14.8M 0.02% -9,159 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,865 shares; 2024Q4: 329,696 shares; 2025Q1: 326,989 shares; 2025Q2: 325,958 shares; 2025Q3: 319,864 shares; 2025Q4: 387,635 shares; 2026Q1: 383,727 shares 383,727 $14.7M 0.02% -3,908 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: 9,336 shares; 2024Q4: 314,043 shares; 2025Q1: 428,266 shares; 2025Q2: 581,595 shares; 2025Q3: 804,934 shares; 2025Q4: 1,158,223 shares; 2026Q1: 1,263,901 shares 1,263,901 $14.7M 0.02% +105,678 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,921 shares; 2024Q4: 367,484 shares; 2025Q1: 398,963 shares; 2025Q2: 382,362 shares; 2025Q3: 185,989 shares; 2025Q4: 179,461 shares; 2026Q1: 175,656 shares 175,656 $14.7M 0.02% -3,805 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,597 shares; 2024Q4: 526,037 shares; 2025Q1: 424,571 shares; 2025Q2: 432,786 shares; 2025Q3: 389,696 shares; 2025Q4: 419,428 shares; 2026Q1: 375,521 shares 375,521 $14.6M 0.02% -43,907 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,944 shares; 2024Q4: 815,920 shares; 2025Q1: 835,210 shares; 2025Q2: 832,782 shares; 2025Q3: 954,723 shares; 2025Q4: 802,869 shares; 2026Q1: 567,728 shares 567,728 $14.6M 0.02% -235,141 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,419 shares; 2024Q4: 1,058,286 shares; 2025Q1: 1,019,540 shares; 2025Q2: 576,136 shares; 2025Q3: 554,908 shares; 2025Q4: 485,323 shares; 2026Q1: 478,886 shares 478,886 $14.6M 0.02% -6,437 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,954 shares; 2024Q4: 290,985 shares; 2025Q1: 304,686 shares; 2025Q2: 302,155 shares; 2025Q3: 317,957 shares; 2025Q4: 333,951 shares; 2026Q1: 381,762 shares 381,762 $14.6M 0.02% +47,811 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,567 shares; 2024Q4: 124,510 shares; 2025Q1: 205,837 shares; 2025Q2: 1,052,741 shares; 2025Q3: 416,169 shares; 2025Q4: 347,058 shares; 2026Q1: 349,553 shares 349,553 $14.6M 0.02% +2,495 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,061 shares; 2024Q4: 148,196 shares; 2025Q1: 149,666 shares; 2025Q2: 149,772 shares; 2025Q3: 148,817 shares; 2025Q4: 140,526 shares; 2026Q1: 126,886 shares 126,886 $14.5M 0.02% -13,640 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: 90,453 shares; 2024Q4: 99,578 shares; 2025Q1: 101,128 shares; 2025Q2: 105,253 shares; 2025Q3: 118,473 shares; 2025Q4: 113,956 shares; 2026Q1: 210,866 shares 210,866 $14.4M 0.02% +96,910 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,194 shares; 2024Q4: 95,633 shares; 2025Q1: 94,996 shares; 2025Q2: 102,707 shares; 2025Q3: 89,774 shares; 2025Q4: 86,190 shares; 2026Q1: 84,890 shares 84,890 $14.4M 0.02% -1,300 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,825 shares; 2024Q4: 651,258 shares; 2025Q1: 683,531 shares; 2025Q2: 697,799 shares; 2025Q3: 39,194 shares; 2025Q4: 378,815 shares; 2026Q1: 561,586 shares 561,586 $14.3M 0.02% +182,771 Timeline XSMO 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: 125,327 shares; 2024Q4: 150,914 shares; 2025Q1: 143,122 shares; 2025Q2: 159,873 shares; 2025Q3: 210,370 shares; 2025Q4: 157,351 shares; 2026Q1: 187,664 shares 187,664 $14.3M 0.02% +30,313 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: 423,832 shares; 2024Q4: 446,589 shares; 2025Q1: 348,440 shares; 2025Q2: 432,000 shares; 2025Q3: 477,042 shares; 2025Q4: 487,497 shares; 2026Q1: 432,414 shares 432,414 $14.2M 0.02% -55,083 Timeline TRND 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: 527,920 shares; 2024Q4: 537,991 shares; 2025Q1: 543,484 shares; 2025Q2: 447,635 shares; 2025Q3: 438,825 shares; 2025Q4: 428,412 shares; 2026Q1: 431,117 shares 431,117 $14.2M 0.02% +2,705 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,995 shares; 2024Q4: 441,714 shares; 2025Q1: 504,628 shares; 2025Q2: 513,271 shares; 2025Q3: 501,187 shares; 2025Q4: 503,015 shares; 2026Q1: 461,691 shares 461,691 $14.2M 0.02% -41,324 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 121,173 shares; 2025Q1: 157,021 shares; 2025Q2: 164,655 shares; 2025Q3: 185,659 shares; 2025Q4: 184,888 shares; 2026Q1: 191,831 shares 191,831 $14.2M 0.02% +6,943 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,103 shares; 2024Q4: 348,385 shares; 2025Q1: 337,918 shares; 2025Q2: 319,198 shares; 2025Q3: 290,081 shares; 2025Q4: 272,473 shares; 2026Q1: 256,515 shares 256,515 $14.2M 0.02% -15,958 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,032 shares; 2024Q4: 343,690 shares; 2025Q1: 345,612 shares; 2025Q2: 375,050 shares; 2025Q3: 295,937 shares; 2025Q4: 281,571 shares; 2026Q1: 267,661 shares 267,661 $14.1M 0.02% -13,910 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,874 shares; 2024Q4: 346,497 shares; 2025Q1: 385,029 shares; 2025Q2: 409,786 shares; 2025Q3: 394,092 shares; 2025Q4: 397,068 shares; 2026Q1: 300,426 shares 300,426 $14.1M 0.02% -96,642 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: 105,730 shares; 2024Q4: 120,680 shares; 2025Q1: 113,834 shares; 2025Q2: 111,350 shares; 2025Q3: 116,928 shares; 2025Q4: 107,871 shares; 2026Q1: 104,118 shares 104,118 $14.1M 0.02% -3,753 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,315 shares; 2024Q4: 45,879 shares; 2025Q1: 49,501 shares; 2025Q2: 50,834 shares; 2025Q3: 43,680 shares; 2025Q4: 32,987 shares; 2026Q1: 31,517 shares 31,517 $14M 0.02% -1,470 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,762 shares; 2024Q4: 130,041 shares; 2025Q1: 550,190 shares; 2025Q2: 654,965 shares; 2025Q3: 271,574 shares; 2025Q4: 254,600 shares; 2026Q1: 262,262 shares 262,262 $14M 0.02% +7,662 Timeline FRDM 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: 19,602 shares; 2024Q4: 24,927 shares; 2025Q1: 68,463 shares; 2025Q2: 72,132 shares; 2025Q3: 71,011 shares; 2025Q4: 118,411 shares; 2026Q1: 254,839 shares 254,839 $13.9M 0.02% +136,428 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,744 shares; 2024Q4: 38,378 shares; 2025Q1: 78,320 shares; 2025Q2: 81,433 shares; 2025Q3: 97,103 shares; 2025Q4: 97,070 shares; 2026Q1: 63,462 shares 63,462 $13.9M 0.02% -33,608 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,946 shares; 2024Q4: 73,507 shares; 2025Q1: 83,115 shares; 2025Q2: 93,407 shares; 2025Q3: 100,670 shares; 2025Q4: 111,608 shares; 2026Q1: 120,041 shares 120,041 $13.8M 0.02% +8,433 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,565 shares; 2024Q4: 720,438 shares; 2025Q1: 1,105,878 shares; 2025Q2: 862,488 shares; 2025Q3: 833,606 shares; 2025Q4: 686,029 shares; 2026Q1: 707,308 shares 707,308 $13.8M 0.02% +21,279 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,764 shares; 2024Q4: 274,644 shares; 2025Q1: 269,302 shares; 2025Q2: 268,219 shares; 2025Q3: 261,672 shares; 2025Q4: 307,563 shares; 2026Q1: 288,263 shares 288,263 $13.8M 0.02% -19,300 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,685 shares; 2024Q4: 179,605 shares; 2025Q1: 182,556 shares; 2025Q2: 383,358 shares; 2025Q3: 798,222 shares; 2025Q4: 796,730 shares; 2026Q1: 812,563 shares 812,563 $13.8M 0.02% +15,833 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 48,175 shares; 2025Q1: 105,633 shares; 2025Q2: 128,282 shares; 2025Q3: 207,005 shares; 2025Q4: 366,484 shares; 2026Q1: 465,101 shares 465,101 $13.7M 0.02% +98,617 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,461 shares; 2025Q2: 68,407 shares; 2025Q3: 132,219 shares; 2025Q4: 284,285 shares; 2026Q1: 546,530 shares 546,530 $13.7M 0.02% +262,245 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,256 shares; 2024Q4: 485,028 shares; 2025Q1: 716,988 shares; 2025Q2: 724,195 shares; 2025Q3: 747,968 shares; 2025Q4: 310,404 shares; 2026Q1: 500,435 shares 500,435 $13.7M 0.02% +190,031 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,745 shares; 2024Q4: 124,963 shares; 2025Q1: 376,443 shares; 2025Q2: 409,766 shares; 2025Q3: 377,687 shares; 2025Q4: 355,540 shares; 2026Q1: 350,793 shares 350,793 $13.6M 0.02% -4,747 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,796 shares; 2024Q4: 634,217 shares; 2025Q1: 660,028 shares; 2025Q2: 400,115 shares; 2025Q3: 418,236 shares; 2025Q4: 486,547 shares; 2026Q1: 543,394 shares 543,394 $13.6M 0.02% +56,847 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,992 shares; 2026Q1: 257,248 shares 257,248 $13.6M 0.02% -60,744 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 21,851 shares; 2025Q1: 22,101 shares; 2025Q2: 21,611 shares; 2025Q3: 27,797 shares; 2025Q4: 21,541 shares; 2026Q1: 19,936 shares 19,936 $13.6M 0.02% -1,605 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,912 shares; 2024Q4: 271,505 shares; 2025Q1: 300,720 shares; 2025Q2: 275,878 shares; 2025Q3: 266,762 shares; 2025Q4: 229,254 shares; 2026Q1: 208,858 shares 208,858 $13.6M 0.02% -20,396 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 135,351 shares; 2025Q1: 161,596 shares; 2025Q2: 184,901 shares; 2025Q3: 215,256 shares; 2025Q4: 222,988 shares; 2026Q1: 218,257 shares 218,257 $13.6M 0.02% -4,731 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,643 shares; 2024Q4: 152,025 shares; 2025Q1: 176,179 shares; 2025Q2: 199,280 shares; 2025Q3: 224,882 shares; 2025Q4: 256,667 shares; 2026Q1: 267,057 shares 267,057 $13.5M 0.02% +10,390 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,527 shares; 2024Q4: 135,948 shares; 2025Q1: 175,826 shares; 2025Q2: 187,364 shares; 2025Q3: 221,820 shares; 2025Q4: 249,273 shares; 2026Q1: 248,750 shares 248,750 $13.4M 0.02% -523 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 213,203 shares; 2025Q1: 104,623 shares; 2025Q2: 189,488 shares; 2025Q3: 128,972 shares; 2025Q4: 204,515 shares; 2026Q1: 258,633 shares 258,633 $13.4M 0.02% +54,118 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 338,563 shares; 2025Q1: 345,975 shares; 2025Q2: 345,989 shares; 2025Q3: 220,903 shares; 2025Q4: 246,237 shares; 2026Q1: 298,853 shares 298,853 $13.4M 0.02% +52,616 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,886 shares; 2025Q2: 7,786 shares; 2025Q3: 232,147 shares; 2025Q4: 250,525 shares; 2026Q1: 269,791 shares 269,791 $13.4M 0.02% +19,266 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,449 shares; 2024Q4: 141,928 shares; 2025Q1: 138,508 shares; 2025Q2: 197,777 shares; 2025Q3: 360,038 shares; 2025Q4: 379,249 shares; 2026Q1: 535,247 shares 535,247 $13.3M 0.02% +155,998 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,295 shares; 2024Q4: 100,495 shares; 2025Q1: 99,756 shares; 2025Q2: 98,043 shares; 2025Q3: 85,140 shares; 2025Q4: 81,244 shares; 2026Q1: 82,351 shares 82,351 $13.3M 0.02% +1,107 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 58,114 shares; 2025Q1: 60,240 shares; 2025Q2: 62,101 shares; 2025Q3: 70,488 shares; 2025Q4: 76,599 shares; 2026Q1: 87,383 shares 87,383 $13.3M 0.02% +10,784 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: 390,394 shares; 2024Q4: 420,657 shares; 2025Q1: 304,715 shares; 2025Q2: 361,339 shares; 2025Q3: 399,179 shares; 2025Q4: 294,594 shares; 2026Q1: 293,155 shares 293,155 $13.3M 0.02% -1,439 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,617 shares; 2024Q4: 349,070 shares; 2025Q1: 351,752 shares; 2025Q2: 363,327 shares; 2025Q3: 439,374 shares; 2025Q4: 471,597 shares; 2026Q1: 487,384 shares 487,384 $13.3M 0.02% +15,787 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,882 shares; 2024Q4: 86,759 shares; 2025Q1: 88,731 shares; 2025Q2: 86,521 shares; 2025Q3: 88,439 shares; 2025Q4: 88,973 shares; 2026Q1: 83,399 shares 83,399 $13.2M 0.02% -5,574 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456,410 shares; 2026Q1: 1,053,015 shares 1,053,015 $13.2M 0.02% -403,395 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,894 shares; 2024Q4: 393,264 shares; 2025Q1: 384,436 shares; 2025Q2: 354,471 shares; 2025Q3: 320,410 shares; 2025Q4: 294,661 shares; 2026Q1: 309,967 shares 309,967 $13.2M 0.02% +15,306 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,120 shares; 2024Q4: 55,547 shares; 2025Q1: 91,203 shares; 2025Q2: 130,661 shares; 2025Q3: 120,526 shares; 2025Q4: 152,035 shares; 2026Q1: 258,546 shares 258,546 $13.1M 0.02% +106,511 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,542 shares; 2025Q2: 39,597 shares; 2025Q3: 54,653 shares; 2025Q4: 430,111 shares; 2026Q1: 483,554 shares 483,554 $13.1M 0.02% +53,443 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,917 shares; 2024Q4: 235,116 shares; 2025Q1: 274,014 shares; 2025Q2: 323,608 shares; 2025Q3: 273,083 shares; 2025Q4: 242,670 shares; 2026Q1: 318,640 shares 318,640 $13.1M 0.02% +75,970 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,398 shares; 2024Q4: 345,356 shares; 2025Q1: 434,545 shares; 2025Q2: 477,748 shares; 2025Q3: 535,617 shares; 2025Q4: 474,940 shares; 2026Q1: 637,763 shares 637,763 $13M 0.02% +162,823 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023,474 shares; 2024Q4: 1,135,609 shares; 2025Q1: 1,259,805 shares; 2025Q2: 1,159,645 shares; 2025Q3: 1,088,018 shares; 2025Q4: 829,974 shares; 2026Q1: 722,561 shares 722,561 $13M 0.02% -107,413 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,311 shares; 2024Q4: 333,542 shares; 2025Q1: 274,185 shares; 2025Q2: 257,818 shares; 2025Q3: 337,430 shares; 2025Q4: 326,883 shares; 2026Q1: 310,718 shares 310,718 $13M 0.02% -16,165 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,755 shares; 2024Q4: 347,667 shares; 2025Q1: 320,989 shares; 2025Q2: 329,635 shares; 2025Q3: 302,997 shares; 2025Q4: 296,747 shares; 2026Q1: 295,241 shares 295,241 $12.9M 0.02% -1,506 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,549 shares; 2024Q4: 83,906 shares; 2025Q1: 82,663 shares; 2025Q2: 75,604 shares; 2025Q3: 69,162 shares; 2025Q4: 61,171 shares; 2026Q1: 59,899 shares 59,899 $12.9M 0.02% -1,272 Timeline EDIV 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: 106,029 shares; 2024Q4: 135,452 shares; 2025Q1: 92,218 shares; 2025Q2: 152,509 shares; 2025Q3: 133,453 shares; 2025Q4: 149,234 shares; 2026Q1: 327,311 shares 327,311 $12.9M 0.02% +178,077 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,956 shares; 2025Q3: 34,269 shares; 2025Q4: 54,767 shares; 2026Q1: 255,803 shares 255,803 $12.9M 0.02% +201,036 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,802 shares; 2024Q4: 56,243 shares; 2025Q1: 48,862 shares; 2025Q2: 55,293 shares; 2025Q3: 427,910 shares; 2025Q4: 394,672 shares; 2026Q1: 375,610 shares 375,610 $12.9M 0.02% -19,062 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,453 shares; 2024Q4: 202,996 shares; 2025Q1: 351,233 shares; 2025Q2: 345,959 shares; 2025Q3: 426,998 shares; 2025Q4: 570,010 shares; 2026Q1: 510,121 shares 510,121 $12.9M 0.02% -59,889 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,825 shares; 2024Q4: 572,936 shares; 2025Q1: 589,810 shares; 2025Q2: 597,469 shares; 2025Q3: 567,125 shares; 2025Q4: 586,790 shares; 2026Q1: 575,054 shares 575,054 $12.8M 0.02% -11,736 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,406 shares; 2024Q4: 42,991 shares; 2025Q1: 39,595 shares; 2025Q2: 353,689 shares; 2025Q3: 359,879 shares; 2025Q4: 389,790 shares; 2026Q1: 400,614 shares 400,614 $12.8M 0.02% +10,824 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,659 shares; 2024Q4: 479,299 shares; 2025Q1: 472,729 shares; 2025Q2: 361,922 shares; 2025Q3: 345,237 shares; 2025Q4: 193,898 shares; 2026Q1: 192,240 shares 192,240 $12.8M 0.02% -1,658 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,456 shares; 2024Q4: 326,212 shares; 2025Q1: 683,387 shares; 2025Q2: 855,367 shares; 2025Q3: 315,146 shares; 2025Q4: 273,168 shares; 2026Q1: 266,245 shares 266,245 $12.8M 0.02% -6,923 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,464 shares; 2024Q4: 432,904 shares; 2025Q1: 608,108 shares; 2025Q2: 619,443 shares; 2025Q3: 449,991 shares; 2025Q4: 323,589 shares; 2026Q1: 268,301 shares 268,301 $12.8M 0.02% -55,288 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,779 shares; 2024Q4: 389,940 shares; 2025Q1: 347,489 shares; 2025Q2: 379,403 shares; 2025Q3: 431,648 shares; 2025Q4: 424,653 shares; 2026Q1: 396,314 shares 396,314 $12.7M 0.02% -28,339 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,014 shares; 2025Q1: 18,419 shares; 2025Q2: 17,755 shares; 2025Q3: 16,134 shares; 2025Q4: 16,122 shares; 2026Q1: 16,385 shares 16,385 $12.7M 0.02% +263 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,238 shares; 2024Q4: 231,703 shares; 2025Q1: 226,208 shares; 2025Q2: 350,294 shares; 2025Q3: 287,948 shares; 2025Q4: 263,216 shares; 2026Q1: 375,868 shares 375,868 $12.6M 0.02% +112,652 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,403 shares; 2025Q1: 8,985 shares; 2025Q2: 9,697 shares; 2025Q3: 9,019 shares; 2025Q4: 8,343 shares; 2026Q1: 7,304 shares 7,304 $12.6M 0.02% -1,039 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,554 shares; 2024Q4: 433,085 shares; 2025Q1: 447,801 shares; 2025Q2: 461,269 shares; 2025Q3: 464,794 shares; 2025Q4: 496,382 shares; 2026Q1: 282,649 shares 282,649 $12.6M 0.02% -213,733 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 27,522 shares; 2025Q1: 162,122 shares; 2025Q2: 236,294 shares; 2025Q3: 114,162 shares; 2025Q4: 130,441 shares; 2026Q1: 253,381 shares 253,381 $12.6M 0.02% +122,940 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,831 shares; 2024Q4: 701,574 shares; 2025Q1: 629,295 shares; 2025Q2: 633,845 shares; 2025Q3: 334,206 shares; 2025Q4: 272,289 shares; 2026Q1: 249,589 shares 249,589 $12.6M 0.02% -22,700 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,540 shares; 2024Q4: 162,011 shares; 2025Q1: 178,035 shares; 2025Q2: 258,971 shares; 2025Q3: 348,301 shares; 2025Q4: 398,202 shares; 2026Q1: 502,463 shares 502,463 $12.6M 0.02% +104,261 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: 151,224 shares; 2024Q4: 165,211 shares; 2025Q1: 173,181 shares; 2025Q2: 201,001 shares; 2025Q3: 164,210 shares; 2025Q4: 148,753 shares; 2026Q1: 103,999 shares 103,999 $12.6M 0.02% -44,754 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 46,491 shares; 2025Q1: 45,681 shares; 2025Q2: 45,136 shares; 2025Q3: 51,135 shares; 2025Q4: 79,640 shares; 2026Q1: 115,631 shares 115,631 $12.5M 0.02% +35,991 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,908 shares; 2024Q4: 275,047 shares; 2025Q1: 242,599 shares; 2025Q2: 222,906 shares; 2025Q3: 208,183 shares; 2025Q4: 198,224 shares; 2026Q1: 191,750 shares 191,750 $12.5M 0.02% -6,474 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179,221 shares; 2024Q4: 1,063,237 shares; 2025Q1: 657,977 shares; 2025Q2: 724,892 shares; 2025Q3: 332,838 shares; 2025Q4: 315,620 shares; 2026Q1: 313,015 shares 313,015 $12.5M 0.02% -2,605 Timeline IBHI 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: 296,081 shares; 2024Q4: 298,704 shares; 2025Q1: 310,446 shares; 2025Q2: 323,834 shares; 2025Q3: 307,101 shares; 2025Q4: 577,204 shares; 2026Q1: 534,862 shares 534,862 $12.5M 0.02% -42,342 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,541 shares; 2025Q1: 199,532 shares; 2025Q2: 178,954 shares; 2025Q3: 166,265 shares; 2025Q4: 496,791 shares; 2026Q1: 447,344 shares 447,344 $12.3M 0.02% -49,447 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: 81,921 shares; 2024Q4: 86,759 shares; 2025Q1: 86,497 shares; 2025Q2: 100,013 shares; 2025Q3: 96,024 shares; 2025Q4: 91,157 shares; 2026Q1: 78,299 shares 78,299 $12.3M 0.02% -12,858 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299,751 shares; 2024Q4: 1,448,097 shares; 2025Q1: 1,421,724 shares; 2025Q2: 1,400,851 shares; 2025Q3: 1,312,229 shares; 2025Q4: 1,235,557 shares; 2026Q1: 1,131,378 shares 1,131,378 $12.3M 0.02% -104,179 Timeline SPAB 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: 285,409 shares; 2024Q4: 299,661 shares; 2025Q1: 281,936 shares; 2025Q2: 96,398 shares; 2025Q3: 76,954 shares; 2025Q4: 147,585 shares; 2026Q1: 479,933 shares 479,933 $12.3M 0.02% +332,348 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: 105,166 shares; 2024Q4: 102,911 shares; 2025Q1: 211,505 shares; 2025Q2: 174,652 shares; 2025Q3: 161,980 shares; 2025Q4: 111,724 shares; 2026Q1: 93,064 shares 93,064 $12.3M 0.02% -18,660 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,434 shares; 2024Q4: 180,705 shares; 2025Q1: 175,615 shares; 2025Q2: 175,329 shares; 2025Q3: 174,008 shares; 2025Q4: 169,134 shares; 2026Q1: 165,672 shares 165,672 $12.3M 0.02% -3,462 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,878 shares; 2024Q4: 79,872 shares; 2025Q1: 84,659 shares; 2025Q2: 78,239 shares; 2025Q3: 55,248 shares; 2025Q4: 58,227 shares; 2026Q1: 44,311 shares 44,311 $12.2M 0.02% -13,916 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: 61,180 shares; 2024Q4: 62,413 shares; 2025Q1: 63,199 shares; 2025Q2: 85,947 shares; 2025Q3: 86,222 shares; 2025Q4: 86,587 shares; 2026Q1: 88,757 shares 88,757 $12.2M 0.02% +2,170 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,219 shares; 2024Q4: 263,848 shares; 2025Q1: 172,724 shares; 2025Q2: 397,461 shares; 2025Q3: 403,371 shares; 2025Q4: 448,292 shares; 2026Q1: 210,862 shares 210,862 $12.1M 0.02% -237,430 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,399 shares; 2024Q4: 307,606 shares; 2025Q1: 303,114 shares; 2025Q2: 360,514 shares; 2025Q3: 513,794 shares; 2025Q4: 569,283 shares; 2026Q1: 396,672 shares 396,672 $12.1M 0.02% -172,611 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,199 shares; 2024Q4: 193,950 shares; 2025Q1: 196,501 shares; 2025Q2: 203,112 shares; 2025Q3: 193,941 shares; 2025Q4: 197,609 shares; 2026Q1: 129,867 shares 129,867 $12.1M 0.02% -67,742 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: 279,147 shares; 2024Q4: 215,744 shares; 2025Q1: 210,611 shares; 2025Q2: 203,337 shares; 2025Q3: 200,978 shares; 2025Q4: 102,266 shares; 2026Q1: 102,506 shares 102,506 $12.1M 0.02% +240 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 48,782 shares; 2025Q1: 50,125 shares; 2025Q2: 45,478 shares; 2025Q3: 36,690 shares; 2025Q4: 35,326 shares; 2026Q1: 33,699 shares 33,699 $12.1M 0.02% -1,627 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,504 shares; 2024Q4: 70,148 shares; 2025Q1: 66,535 shares; 2025Q2: 89,769 shares; 2025Q3: 142,287 shares; 2025Q4: 192,972 shares; 2026Q1: 224,146 shares 224,146 $12.1M 0.02% +31,174 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,134 shares; 2024Q4: 126,330 shares; 2025Q1: 124,310 shares; 2025Q2: 118,937 shares; 2025Q3: 120,060 shares; 2025Q4: 122,270 shares; 2026Q1: 128,452 shares 128,452 $12.1M 0.02% +6,182 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,305 shares; 2024Q4: 200,134 shares; 2025Q1: 234,821 shares; 2025Q2: 242,517 shares; 2025Q3: 218,857 shares; 2025Q4: 222,261 shares; 2026Q1: 214,699 shares 214,699 $12.1M 0.02% -7,562 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,742 shares; 2024Q4: 136,915 shares; 2025Q1: 155,783 shares; 2025Q2: 164,954 shares; 2025Q3: 152,523 shares; 2025Q4: 87,193 shares; 2026Q1: 101,839 shares 101,839 $12M 0.02% +14,646 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: 71,434 shares; 2024Q4: 71,555 shares; 2025Q1: 69,114 shares; 2025Q2: 70,162 shares; 2025Q3: 68,164 shares; 2025Q4: 64,290 shares; 2026Q1: 58,209 shares 58,209 $12M 0.02% -6,081 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: 267,550 shares; 2024Q4: 287,292 shares; 2025Q1: 290,365 shares; 2025Q2: 207,830 shares; 2025Q3: 208,194 shares; 2025Q4: 210,487 shares; 2026Q1: 222,208 shares 222,208 $12M 0.02% +11,721 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,456 shares; 2024Q4: 91,125 shares; 2025Q1: 103,797 shares; 2025Q2: 81,443 shares; 2025Q3: 78,189 shares; 2025Q4: 79,996 shares; 2026Q1: 91,778 shares 91,778 $12M 0.02% +11,782 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,274 shares; 2024Q4: 201,217 shares; 2025Q1: 241,811 shares; 2025Q2: 302,164 shares; 2025Q3: 328,596 shares; 2025Q4: 367,886 shares; 2026Q1: 370,193 shares 370,193 $12M 0.02% +2,307 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,507 shares; 2024Q4: 458,958 shares; 2025Q1: 496,305 shares; 2025Q2: 336,246 shares; 2025Q3: 361,454 shares; 2025Q4: 276,093 shares; 2026Q1: 256,806 shares 256,806 $12M 0.02% -19,287 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,771 shares; 2024Q4: 318,023 shares; 2025Q1: 331,319 shares; 2025Q2: 411,419 shares; 2025Q3: 366,674 shares; 2025Q4: 315,870 shares; 2026Q1: 299,561 shares 299,561 $12M 0.02% -16,309 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,653 shares; 2024Q4: 160,526 shares; 2025Q1: 157,673 shares; 2025Q2: 153,141 shares; 2025Q3: 154,141 shares; 2025Q4: 133,816 shares; 2026Q1: 129,241 shares 129,241 $11.9M 0.02% -4,575 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: 164,109 shares; 2024Q4: 150,073 shares; 2025Q1: 253,679 shares; 2025Q2: 252,340 shares; 2025Q3: 235,696 shares; 2025Q4: 236,632 shares; 2026Q1: 244,588 shares 244,588 $11.9M 0.02% +7,956 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,658 shares; 2024Q4: 211,475 shares; 2025Q1: 177,715 shares; 2025Q2: 178,170 shares; 2025Q3: 166,379 shares; 2025Q4: 162,034 shares; 2026Q1: 163,733 shares 163,733 $11.9M 0.02% +1,699 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: 35,989 shares; 2024Q4: 43,598 shares; 2025Q1: 49,823 shares; 2025Q2: 52,888 shares; 2025Q3: 47,188 shares; 2025Q4: 45,219 shares; 2026Q1: 41,937 shares 41,937 $11.9M 0.02% -3,282 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,292 shares; 2024Q4: 107,788 shares; 2025Q1: 115,773 shares; 2025Q2: 119,589 shares; 2025Q3: 128,607 shares; 2025Q4: 156,287 shares; 2026Q1: 126,898 shares 126,898 $11.8M 0.02% -29,389 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,573 shares; 2024Q4: 296,020 shares; 2025Q1: 419,999 shares; 2025Q2: 285,471 shares; 2025Q3: 275,979 shares; 2025Q4: 247,723 shares; 2026Q1: 238,032 shares 238,032 $11.8M 0.02% -9,691 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,280 shares; 2024Q4: 537,843 shares; 2025Q1: 502,414 shares; 2025Q2: 503,025 shares; 2025Q3: 404,105 shares; 2025Q4: 366,977 shares; 2026Q1: 428,477 shares 428,477 $11.8M 0.02% +61,500 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,197 shares; 2024Q4: 287,397 shares; 2025Q1: 270,764 shares; 2025Q2: 366,346 shares; 2025Q3: 358,374 shares; 2025Q4: 351,605 shares; 2026Q1: 341,100 shares 341,100 $11.8M 0.02% -10,505 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: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 1,841 shares; 2025Q3: 1,859 shares; 2025Q4: 1,865 shares; 2026Q1: 1,784 shares 1,784 $11.8M 0.02% -81 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,516 shares; 2024Q4: 84,994 shares; 2025Q1: 281,113 shares; 2025Q2: 99,762 shares; 2025Q3: 120,189 shares; 2025Q4: 334,716 shares; 2026Q1: 349,596 shares 349,596 $11.7M 0.02% +14,880 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,650 shares; 2024Q4: 161,498 shares; 2025Q1: 158,475 shares; 2025Q2: 157,937 shares; 2025Q3: 157,158 shares; 2025Q4: 178,958 shares; 2026Q1: 271,815 shares 271,815 $11.7M 0.02% +92,857 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,107 shares; 2024Q4: 816,036 shares; 2025Q1: 939,695 shares; 2025Q2: 475,439 shares; 2025Q3: 513,523 shares; 2025Q4: 545,258 shares; 2026Q1: 480,931 shares 480,931 $11.7M 0.02% -64,327 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,846 shares; 2024Q4: 102,279 shares; 2025Q1: 103,319 shares; 2025Q2: 87,200 shares; 2025Q3: 83,004 shares; 2025Q4: 79,209 shares; 2026Q1: 75,379 shares 75,379 $11.7M 0.02% -3,830 Timeline JMEE 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: 129,790 shares; 2024Q4: 138,619 shares; 2025Q1: 174,259 shares; 2025Q2: 210,980 shares; 2025Q3: 198,960 shares; 2025Q4: 204,913 shares; 2026Q1: 174,978 shares 174,978 $11.7M 0.02% -29,935 Timeline DFGR 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: 327,081 shares; 2024Q4: 337,468 shares; 2025Q1: 355,211 shares; 2025Q2: 361,628 shares; 2025Q3: 386,614 shares; 2025Q4: 418,758 shares; 2026Q1: 439,043 shares 439,043 $11.7M 0.02% +20,285 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,537 shares; 2024Q4: 236,822 shares; 2025Q1: 213,079 shares; 2025Q2: 205,154 shares; 2025Q3: 189,024 shares; 2025Q4: 188,015 shares; 2026Q1: 164,878 shares 164,878 $11.7M 0.02% -23,137 Timeline SCHA 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: 300,912 shares; 2024Q4: 609,961 shares; 2025Q1: 599,499 shares; 2025Q2: 585,917 shares; 2025Q3: 458,997 shares; 2025Q4: 402,624 shares; 2026Q1: 399,206 shares 399,206 $11.6M 0.02% -3,418 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,805 shares; 2025Q1: 13,086 shares; 2025Q2: 38,366 shares; 2025Q3: 77,080 shares; 2025Q4: 128,153 shares; 2026Q1: 149,516 shares 149,516 $11.6M 0.02% +21,363 Timeline FTGS 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: 428,193 shares; 2024Q4: 709,039 shares; 2025Q1: 966,121 shares; 2025Q2: 849,381 shares; 2025Q3: 850,249 shares; 2025Q4: 541,126 shares; 2026Q1: 339,974 shares 339,974 $11.6M 0.02% -201,152 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,609 shares; 2024Q4: 222,315 shares; 2025Q1: 272,612 shares; 2025Q2: 506,254 shares; 2025Q3: 395,129 shares; 2025Q4: 371,404 shares; 2026Q1: 367,292 shares 367,292 $11.6M 0.02% -4,112 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,310 shares; 2024Q4: 125,357 shares; 2025Q1: 127,872 shares; 2025Q2: 108,139 shares; 2025Q3: 118,733 shares; 2025Q4: 96,566 shares; 2026Q1: 99,294 shares 99,294 $11.5M 0.02% +2,728 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 13,602 shares; 2025Q1: 13,813 shares; 2025Q2: 16,575 shares; 2025Q3: 15,957 shares; 2025Q4: 15,047 shares; 2026Q1: 15,699 shares 15,699 $11.4M 0.02% +652 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,661 shares; 2024Q4: 140,970 shares; 2025Q1: 140,282 shares; 2025Q2: 143,099 shares; 2025Q3: 144,775 shares; 2025Q4: 137,649 shares; 2026Q1: 136,275 shares 136,275 $11.4M 0.02% -1,374 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,953 shares; 2025Q2: 57,434 shares; 2025Q3: 112,497 shares; 2025Q4: 132,793 shares; 2026Q1: 228,485 shares 228,485 $11.4M 0.02% +95,692 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 26,939 shares; 2025Q1: 25,777 shares; 2025Q2: 24,637 shares; 2025Q3: 36,731 shares; 2025Q4: 40,124 shares; 2026Q1: 40,504 shares 40,504 $11.4M 0.02% +380 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: 92,181 shares; 2024Q4: 83,605 shares; 2025Q1: 85,116 shares; 2025Q2: 83,018 shares; 2025Q3: 75,397 shares; 2025Q4: 76,212 shares; 2026Q1: 73,004 shares 73,004 $11.4M 0.02% -3,208 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,598 shares; 2024Q4: 69,903 shares; 2025Q1: 78,212 shares; 2025Q2: 89,839 shares; 2025Q3: 74,238 shares; 2025Q4: 74,600 shares; 2026Q1: 87,942 shares 87,942 $11.3M 0.02% +13,342 Timeline MTBA 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: 136,452 shares; 2024Q4: 152,311 shares; 2025Q1: 153,697 shares; 2025Q2: 218,226 shares; 2025Q3: 209,935 shares; 2025Q4: 218,029 shares; 2026Q1: 227,652 shares 227,652 $11.3M 0.02% +9,623 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,368 shares; 2024Q4: 118,148 shares; 2025Q1: 117,647 shares; 2025Q2: 117,678 shares; 2025Q3: 105,632 shares; 2025Q4: 102,939 shares; 2026Q1: 93,945 shares 93,945 $11.2M 0.02% -8,994 Timeline DDNQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577,059 shares 577,059 $11.2M 0.02% new 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: 19,332 shares; 2024Q4: 24,735 shares; 2025Q1: 18,372 shares; 2025Q2: 17,630 shares; 2025Q3: 18,842 shares; 2025Q4: 19,627 shares; 2026Q1: 20,706 shares 20,706 $11.2M 0.02% +1,079 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,867 shares; 2024Q4: 518,150 shares; 2025Q1: 508,599 shares; 2025Q2: 410,150 shares; 2025Q3: 577,045 shares; 2025Q4: 551,334 shares; 2026Q1: 288,789 shares 288,789 $11.2M 0.02% -262,545 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,230 shares; 2024Q4: 477,828 shares; 2025Q1: 502,523 shares; 2025Q2: 548,632 shares; 2025Q3: 467,519 shares; 2025Q4: 468,029 shares; 2026Q1: 472,807 shares 472,807 $11.2M 0.02% +4,778 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: 19,765 shares; 2024Q4: 37,723 shares; 2025Q1: 51,854 shares; 2025Q2: 34,404 shares; 2025Q3: 32,520 shares; 2025Q4: 36,627 shares; 2026Q1: 39,622 shares 39,622 $11.2M 0.02% +2,995 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,995 shares; 2024Q4: 67,150 shares; 2025Q1: 91,352 shares; 2025Q2: 111,677 shares; 2025Q3: 92,828 shares; 2025Q4: 75,834 shares; 2026Q1: 73,888 shares 73,888 $11.1M 0.02% -1,946 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,320 shares; 2024Q4: 26,812 shares; 2025Q1: 33,049 shares; 2025Q2: 34,685 shares; 2025Q3: 31,607 shares; 2025Q4: 37,113 shares; 2026Q1: 194,189 shares 194,189 $11.1M 0.02% +157,076 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,152 shares; 2024Q4: 436,618 shares; 2025Q1: 435,162 shares; 2025Q2: 435,469 shares; 2025Q3: 415,615 shares; 2025Q4: 411,713 shares; 2026Q1: 377,611 shares 377,611 $11.1M 0.02% -34,102 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,397 shares; 2024Q4: 177,719 shares; 2025Q1: 245,622 shares; 2025Q2: 230,631 shares; 2025Q3: 205,278 shares; 2025Q4: 168,765 shares; 2026Q1: 220,546 shares 220,546 $11.1M 0.02% +51,781 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,203 shares; 2024Q4: 107,416 shares; 2025Q1: 107,330 shares; 2025Q2: 104,138 shares; 2025Q3: 97,378 shares; 2025Q4: 88,111 shares; 2026Q1: 87,690 shares 87,690 $11.1M 0.02% -421 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,283 shares; 2024Q4: 165,515 shares; 2025Q1: 171,233 shares; 2025Q2: 170,366 shares; 2025Q3: 152,383 shares; 2025Q4: 147,171 shares; 2026Q1: 130,986 shares 130,986 $11.1M 0.02% -16,185 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,468 shares; 2024Q4: 171,394 shares; 2025Q1: 216,588 shares; 2025Q2: 235,828 shares; 2025Q3: 194,069 shares; 2025Q4: 191,520 shares; 2026Q1: 187,793 shares 187,793 $11.1M 0.02% -3,727 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,176 shares; 2024Q4: 107,774 shares; 2025Q1: 146,496 shares; 2025Q2: 161,480 shares; 2025Q3: 141,834 shares; 2025Q4: 113,465 shares; 2026Q1: 264,464 shares 264,464 $11.1M 0.02% +150,999 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,542 shares; 2024Q4: 116,405 shares; 2025Q1: 135,711 shares; 2025Q2: 127,055 shares; 2025Q3: 122,004 shares; 2025Q4: 112,703 shares; 2026Q1: 107,021 shares 107,021 $11.1M 0.02% -5,682 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,788 shares; 2024Q4: 277,452 shares; 2025Q1: 279,762 shares; 2025Q2: 267,436 shares; 2025Q3: 207,642 shares; 2025Q4: 200,142 shares; 2026Q1: 169,683 shares 169,683 $11M 0.02% -30,459 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: 329,601 shares; 2024Q4: 240,781 shares; 2025Q1: 412,021 shares; 2025Q2: 203,949 shares; 2025Q3: 203,048 shares; 2025Q4: 75,651 shares; 2026Q1: 164,173 shares 164,173 $11M 0.02% +88,522 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,236 shares; 2025Q2: 59,618 shares; 2025Q3: 49,350 shares; 2025Q4: 48,498 shares; 2026Q1: 400,376 shares 400,376 $11M 0.02% +351,878 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,136 shares; 2026Q1: 459,125 shares 459,125 $10.9M 0.02% +412,989 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,607 shares; 2024Q4: 239,771 shares; 2025Q1: 232,553 shares; 2025Q2: 229,662 shares; 2025Q3: 270,481 shares; 2025Q4: 212,090 shares; 2026Q1: 221,430 shares 221,430 $10.9M 0.02% +9,340 Timeline IBDY 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: 196,419 shares; 2024Q4: 184,041 shares; 2025Q1: 385,094 shares; 2025Q2: 376,601 shares; 2025Q3: 373,608 shares; 2025Q4: 388,766 shares; 2026Q1: 423,185 shares 423,185 $10.9M 0.02% +34,419 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,920 shares; 2024Q4: 286,190 shares; 2025Q1: 306,688 shares; 2025Q2: 302,655 shares; 2025Q3: 289,519 shares; 2025Q4: 228,010 shares; 2026Q1: 227,093 shares 227,093 $10.9M 0.02% -917 Timeline SPUC 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: 51,185 shares; 2024Q4: 263,264 shares; 2025Q1: 276,728 shares; 2025Q2: 198,666 shares; 2025Q3: 213,093 shares; 2025Q4: 227,107 shares; 2026Q1: 247,063 shares 247,063 $10.9M 0.02% +19,956 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,988 shares; 2024Q4: 193,207 shares; 2025Q1: 171,572 shares; 2025Q2: 159,290 shares; 2025Q3: 186,318 shares; 2025Q4: 92,923 shares; 2026Q1: 85,923 shares 85,923 $10.9M 0.02% -7,000 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,710 shares; 2024Q4: 26,767 shares; 2025Q1: 40,093 shares; 2025Q2: 50,266 shares; 2025Q3: 51,657 shares; 2025Q4: 28,459 shares; 2026Q1: 216,533 shares 216,533 $10.9M 0.02% +188,074 Timeline ICF 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: 184,420 shares; 2024Q4: 193,361 shares; 2025Q1: 203,069 shares; 2025Q2: 197,208 shares; 2025Q3: 176,627 shares; 2025Q4: 173,921 shares; 2026Q1: 176,061 shares 176,061 $10.9M 0.02% +2,140 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,712 shares; 2024Q4: 184,882 shares; 2025Q1: 182,125 shares; 2025Q2: 181,300 shares; 2025Q3: 176,377 shares; 2025Q4: 164,645 shares; 2026Q1: 152,213 shares 152,213 $10.9M 0.02% -12,432 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,953 shares; 2024Q4: 523,321 shares; 2025Q1: 476,084 shares; 2025Q2: 497,407 shares; 2025Q3: 472,307 shares; 2025Q4: 532,095 shares; 2026Q1: 473,377 shares 473,377 $10.8M 0.02% -58,718 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,068 shares; 2024Q4: 154,204 shares; 2025Q1: 140,343 shares; 2025Q2: 139,146 shares; 2025Q3: 132,608 shares; 2025Q4: 128,978 shares; 2026Q1: 120,674 shares 120,674 $10.8M 0.02% -8,304 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: 463,875 shares; 2024Q4: 476,602 shares; 2025Q1: 505,984 shares; 2025Q2: 564,268 shares; 2025Q3: 564,538 shares; 2025Q4: 493,686 shares; 2026Q1: 659,644 shares 659,644 $10.8M 0.02% +165,958 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: 252,167 shares; 2024Q4: 285,293 shares; 2025Q1: 257,549 shares; 2025Q2: 217,510 shares; 2025Q3: 182,672 shares; 2025Q4: 174,148 shares; 2026Q1: 171,967 shares 171,967 $10.8M 0.02% -2,181 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,240 shares; 2024Q4: 152,430 shares; 2025Q1: 137,359 shares; 2025Q2: 123,514 shares; 2025Q3: 123,360 shares; 2025Q4: 166,136 shares; 2026Q1: 84,691 shares 84,691 $10.8M 0.02% -81,445 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,548 shares; 2024Q4: 41,230 shares; 2025Q1: 47,515 shares; 2025Q2: 55,041 shares; 2025Q3: 61,579 shares; 2025Q4: 84,041 shares; 2026Q1: 78,156 shares 78,156 $10.8M 0.02% -5,885 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,487 shares; 2024Q4: 32,100 shares; 2025Q1: 33,243 shares; 2025Q2: 50,534 shares; 2025Q3: 59,644 shares; 2025Q4: 58,862 shares; 2026Q1: 271,315 shares 271,315 $10.8M 0.02% +212,453 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,895 shares; 2024Q4: 62,998 shares; 2025Q1: 64,320 shares; 2025Q2: 62,736 shares; 2025Q3: 60,524 shares; 2025Q4: 59,391 shares; 2026Q1: 57,630 shares 57,630 $10.7M 0.02% -1,761 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: 327,654 shares; 2024Q4: 403,505 shares; 2025Q1: 418,661 shares; 2025Q2: 417,651 shares; 2025Q3: 224,317 shares; 2025Q4: 209,244 shares; 2026Q1: 213,299 shares 213,299 $10.7M 0.01% +4,055 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: 82,511 shares; 2024Q4: 57,460 shares; 2025Q1: 54,717 shares; 2025Q2: 53,577 shares; 2025Q3: 50,070 shares; 2025Q4: 55,458 shares; 2026Q1: 61,018 shares 61,018 $10.7M 0.01% +5,560 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,113 shares; 2024Q4: 492,245 shares; 2025Q1: 580,246 shares; 2025Q2: 613,937 shares; 2025Q3: 652,015 shares; 2025Q4: 507,623 shares; 2026Q1: 542,892 shares 542,892 $10.7M 0.01% +35,269 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 22,857 shares; 2025Q1: 23,870 shares; 2025Q2: 24,853 shares; 2025Q3: 24,754 shares; 2025Q4: 24,222 shares; 2026Q1: 24,314 shares 24,314 $10.6M 0.01% +92 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,240 shares; 2024Q4: 125,024 shares; 2025Q1: 154,712 shares; 2025Q2: 130,892 shares; 2025Q3: 154,275 shares; 2025Q4: 137,296 shares; 2026Q1: 133,264 shares 133,264 $10.6M 0.01% -4,032 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: 88,926 shares; 2024Q4: 96,516 shares; 2025Q1: 191,540 shares; 2025Q2: 140,759 shares; 2025Q3: 132,595 shares; 2025Q4: 139,983 shares; 2026Q1: 114,153 shares 114,153 $10.6M 0.01% -25,830 Timeline SPD 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: 62,243 shares; 2024Q4: 113,758 shares; 2025Q1: 119,276 shares; 2025Q2: 143,982 shares; 2025Q3: 245,555 shares; 2025Q4: 255,478 shares; 2026Q1: 288,992 shares 288,992 $10.5M 0.01% +33,514 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,439 shares; 2024Q4: 717,547 shares; 2025Q1: 858,829 shares; 2025Q2: 934,785 shares; 2025Q3: 597,586 shares; 2025Q4: 603,803 shares; 2026Q1: 612,697 shares 612,697 $10.5M 0.01% +8,894 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,991 shares; 2024Q4: 251,391 shares; 2025Q1: 245,608 shares; 2025Q2: 230,754 shares; 2025Q3: 213,742 shares; 2025Q4: 171,783 shares; 2026Q1: 140,580 shares 140,580 $10.5M 0.01% -31,203 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,546 shares; 2024Q4: 142,769 shares; 2025Q1: 134,213 shares; 2025Q2: 140,745 shares; 2025Q3: 115,899 shares; 2025Q4: 114,039 shares; 2026Q1: 112,437 shares 112,437 $10.5M 0.01% -1,602 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: 86,525 shares; 2024Q4: 109,033 shares; 2025Q1: 134,666 shares; 2025Q2: 201,865 shares; 2025Q3: 245,920 shares; 2025Q4: 140,643 shares; 2026Q1: 150,782 shares 150,782 $10.4M 0.01% +10,139 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,473 shares; 2024Q4: 630,031 shares; 2025Q1: 742,190 shares; 2025Q2: 782,323 shares; 2025Q3: 816,120 shares; 2025Q4: 835,336 shares; 2026Q1: 788,127 shares 788,127 $10.4M 0.01% -47,209 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,811 shares; 2024Q4: 117,491 shares; 2025Q1: 113,589 shares; 2025Q2: 115,637 shares; 2025Q3: 115,255 shares; 2025Q4: 115,125 shares; 2026Q1: 139,975 shares 139,975 $10.3M 0.01% +24,850 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,517 shares; 2024Q4: 296,100 shares; 2025Q1: 286,887 shares; 2025Q2: 277,673 shares; 2025Q3: 269,674 shares; 2025Q4: 258,864 shares; 2026Q1: 240,653 shares 240,653 $10.3M 0.01% -18,211 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,232 shares; 2024Q4: 378,277 shares; 2025Q1: 396,892 shares; 2025Q2: 573,478 shares; 2025Q3: 868,776 shares; 2025Q4: 917,670 shares; 2026Q1: 962,534 shares 962,534 $10.3M 0.01% +44,864 Timeline MDYV 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: 171,357 shares; 2024Q4: 183,727 shares; 2025Q1: 169,428 shares; 2025Q2: 114,111 shares; 2025Q3: 108,513 shares; 2025Q4: 107,980 shares; 2026Q1: 121,119 shares 121,119 $10.3M 0.01% +13,139 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: 45,094 shares; 2024Q4: 44,280 shares; 2025Q1: 47,936 shares; 2025Q2: 48,108 shares; 2025Q3: 41,596 shares; 2025Q4: 38,754 shares; 2026Q1: 37,969 shares 37,969 $10.3M 0.01% -785 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,096 shares; 2025Q1: 27,007 shares; 2025Q2: 112,016 shares; 2025Q3: 201,441 shares; 2025Q4: 222,682 shares; 2026Q1: 345,243 shares 345,243 $10.3M 0.01% +122,561 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,127 shares; 2024Q4: 221,734 shares; 2025Q1: 238,753 shares; 2025Q2: 219,025 shares; 2025Q3: 306,680 shares; 2025Q4: 298,960 shares; 2026Q1: 203,062 shares 203,062 $10.2M 0.01% -95,898 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878,840 shares; 2024Q4: 972,593 shares; 2025Q1: 1,579,894 shares; 2025Q2: 1,455,105 shares; 2025Q3: 1,279,858 shares; 2025Q4: 1,305,185 shares; 2026Q1: 596,293 shares 596,293 $10.2M 0.01% -708,892 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,829 shares; 2024Q4: 75,448 shares; 2025Q1: 121,674 shares; 2025Q2: 93,521 shares; 2025Q3: 114,314 shares; 2025Q4: 123,488 shares; 2026Q1: 144,729 shares 144,729 $10.2M 0.01% +21,241 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: 91,858 shares; 2024Q4: 128,898 shares; 2025Q1: 120,627 shares; 2025Q2: 130,347 shares; 2025Q3: 94,817 shares; 2025Q4: 101,355 shares; 2026Q1: 93,623 shares 93,623 $10.2M 0.01% -7,732 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,911 shares; 2024Q4: 92,185 shares; 2025Q1: 128,315 shares; 2025Q2: 126,673 shares; 2025Q3: 123,488 shares; 2025Q4: 119,377 shares; 2026Q1: 76,890 shares 76,890 $10.2M 0.01% -42,487 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,198 shares; 2024Q4: 304,605 shares; 2025Q1: 306,189 shares; 2025Q2: 311,536 shares; 2025Q3: 317,469 shares; 2025Q4: 334,952 shares; 2026Q1: 390,577 shares 390,577 $10.2M 0.01% +55,625 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,759 shares; 2024Q4: 241,831 shares; 2025Q1: 248,665 shares; 2025Q2: 259,027 shares; 2025Q3: 159,882 shares; 2025Q4: 174,272 shares; 2026Q1: 208,943 shares 208,943 $10.1M 0.01% +34,671 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,048 shares; 2024Q4: 161,398 shares; 2025Q1: 133,317 shares; 2025Q2: 154,455 shares; 2025Q3: 136,725 shares; 2025Q4: 131,875 shares; 2026Q1: 208,370 shares 208,370 $10.1M 0.01% +76,495 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: 52,182 shares; 2024Q4: 272,165 shares; 2025Q1: 291,371 shares; 2025Q2: 266,020 shares; 2025Q3: 256,666 shares; 2025Q4: 240,456 shares; 2026Q1: 222,534 shares 222,534 $10.1M 0.01% -17,922 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,854 shares; 2024Q4: 87,085 shares; 2025Q1: 96,751 shares; 2025Q2: 101,937 shares; 2025Q3: 109,642 shares; 2025Q4: 120,769 shares; 2026Q1: 126,271 shares 126,271 $10M 0.01% +5,502 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,034 shares; 2025Q1: 146,952 shares; 2025Q2: 218,790 shares; 2025Q3: 406,656 shares; 2025Q4: 554,568 shares; 2026Q1: 420,679 shares 420,679 $10M 0.01% -133,889 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,890 shares; 2024Q4: 306,563 shares; 2025Q1: 614,753 shares; 2025Q2: 387,110 shares; 2025Q3: 373,549 shares; 2025Q4: 335,775 shares; 2026Q1: 319,150 shares 319,150 $9.97M 0.01% -16,625 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574,712 shares; 2024Q4: 215,184 shares; 2025Q1: 563,747 shares; 2025Q2: 587,144 shares; 2025Q3: 224,752 shares; 2025Q4: 204,365 shares; 2026Q1: 199,450 shares 199,450 $9.91M 0.01% -4,915 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,206 shares; 2024Q4: 70,913 shares; 2025Q1: 284,458 shares; 2025Q2: 68,554 shares; 2025Q3: 260,660 shares; 2025Q4: 42,074 shares; 2026Q1: 141,381 shares 141,381 $9.9M 0.01% +99,307 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,413 shares; 2024Q4: 178,184 shares; 2025Q1: 307,240 shares; 2025Q2: 243,783 shares; 2025Q3: 320,354 shares; 2025Q4: 255,000 shares; 2026Q1: 246,104 shares 246,104 $9.88M 0.01% -8,896 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,089 shares; 2024Q4: 96,699 shares; 2025Q1: 97,976 shares; 2025Q2: 97,878 shares; 2025Q3: 95,213 shares; 2025Q4: 95,349 shares; 2026Q1: 92,926 shares 92,926 $9.83M 0.01% -2,423 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,942 shares; 2024Q4: 368,827 shares; 2025Q1: 332,255 shares; 2025Q2: 336,327 shares; 2025Q3: 162,078 shares; 2025Q4: 196,186 shares; 2026Q1: 212,530 shares 212,530 $9.82M 0.01% +16,344 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,415 shares; 2024Q4: 231,144 shares; 2025Q1: 245,761 shares; 2025Q2: 239,872 shares; 2025Q3: 229,400 shares; 2025Q4: 200,924 shares; 2026Q1: 200,365 shares 200,365 $9.79M 0.01% -559 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 12,749 shares; 2025Q1: 15,693 shares; 2025Q2: 25,866 shares; 2025Q3: 26,862 shares; 2025Q4: 27,887 shares; 2026Q1: 24,517 shares 24,517 $9.76M 0.01% -3,370 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: 130,914 shares; 2024Q4: 161,336 shares; 2025Q1: 209,810 shares; 2025Q2: 219,399 shares; 2025Q3: 238,393 shares; 2025Q4: 248,126 shares; 2026Q1: 271,684 shares 271,684 $9.7M 0.01% +23,558 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,861 shares; 2024Q4: 227,915 shares; 2025Q1: 253,364 shares; 2025Q2: 237,347 shares; 2025Q3: 229,554 shares; 2025Q4: 212,307 shares; 2026Q1: 154,252 shares 154,252 $9.68M 0.01% -58,055 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,110 shares; 2024Q4: 278,760 shares; 2025Q1: 290,901 shares; 2025Q2: 307,373 shares; 2025Q3: 292,268 shares; 2025Q4: 283,511 shares; 2026Q1: 287,524 shares 287,524 $9.67M 0.01% +4,013 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,986 shares; 2024Q4: 62,961 shares; 2025Q1: 61,677 shares; 2025Q2: 65,181 shares; 2025Q3: 59,155 shares; 2025Q4: 58,043 shares; 2026Q1: 60,837 shares 60,837 $9.67M 0.01% +2,794 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,418 shares; 2024Q4: 153,247 shares; 2025Q1: 159,055 shares; 2025Q2: 154,882 shares; 2025Q3: 143,654 shares; 2025Q4: 154,093 shares; 2026Q1: 191,024 shares 191,024 $9.64M 0.01% +36,931 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,319 shares; 2024Q4: 722,434 shares; 2025Q1: 812,562 shares; 2025Q2: 857,958 shares; 2025Q3: 862,825 shares; 2025Q4: 917,522 shares; 2026Q1: 960,430 shares 960,430 $9.63M 0.01% +42,908 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,645 shares; 2025Q1: 28,488 shares; 2025Q2: 154,667 shares; 2025Q3: 186,388 shares; 2025Q4: 557,321 shares; 2026Q1: 574,253 shares 574,253 $9.63M 0.01% +16,932 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: 299,171 shares; 2024Q4: 321,606 shares; 2025Q1: 290,137 shares; 2025Q2: 252,615 shares; 2025Q3: 233,604 shares; 2025Q4: 214,268 shares; 2026Q1: 212,462 shares 212,462 $9.61M 0.01% -1,806 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: 117,879 shares; 2024Q4: 116,657 shares; 2025Q1: 123,405 shares; 2025Q2: 103,652 shares; 2025Q3: 88,556 shares; 2025Q4: 69,043 shares; 2026Q1: 64,025 shares 64,025 $9.6M 0.01% -5,018 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: 182,331 shares; 2024Q4: 188,900 shares; 2025Q1: 199,057 shares; 2025Q2: 195,186 shares; 2025Q3: 188,820 shares; 2025Q4: 190,833 shares; 2026Q1: 121,172 shares 121,172 $9.58M 0.01% -69,661 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,493 shares; 2024Q4: 227,517 shares; 2025Q1: 342,998 shares; 2025Q2: 256,535 shares; 2025Q3: 267,969 shares; 2025Q4: 268,499 shares; 2026Q1: 234,312 shares 234,312 $9.57M 0.01% -34,187 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,139 shares; 2024Q4: 127,012 shares; 2025Q1: 132,602 shares; 2025Q2: 136,774 shares; 2025Q3: 137,236 shares; 2025Q4: 156,464 shares; 2026Q1: 136,406 shares 136,406 $9.55M 0.01% -20,058 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,479 shares; 2024Q4: 139,704 shares; 2025Q1: 201,743 shares; 2025Q2: 191,712 shares; 2025Q3: 161,376 shares; 2025Q4: 141,105 shares; 2026Q1: 138,806 shares 138,806 $9.55M 0.01% -2,299 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 50,579 shares; 2025Q1: 53,772 shares; 2025Q2: 53,998 shares; 2025Q3: 35,903 shares; 2025Q4: 34,048 shares; 2026Q1: 32,593 shares 32,593 $9.54M 0.01% -1,455 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,690 shares; 2024Q4: 466,783 shares; 2025Q1: 516,060 shares; 2025Q2: 423,201 shares; 2025Q3: 297,824 shares; 2025Q4: 314,803 shares; 2026Q1: 199,331 shares 199,331 $9.51M 0.01% -115,472 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,223 shares; 2024Q4: 202,391 shares; 2025Q1: 195,050 shares; 2025Q2: 174,478 shares; 2025Q3: 236,107 shares; 2025Q4: 230,077 shares; 2026Q1: 173,683 shares 173,683 $9.5M 0.01% -56,394 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190,536 shares; 2025Q1: 251,072 shares; 2025Q2: 440,154 shares; 2025Q3: 286,327 shares; 2025Q4: 290,395 shares; 2026Q1: 308,314 shares 308,314 $9.5M 0.01% +17,919 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,186 shares; 2024Q4: 111,655 shares; 2025Q1: 141,635 shares; 2025Q2: 201,054 shares; 2025Q3: 275,137 shares; 2025Q4: 294,740 shares; 2026Q1: 360,873 shares 360,873 $9.48M 0.01% +66,133 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 97,388 shares; 2025Q1: 286,158 shares; 2025Q2: 230,349 shares; 2025Q3: 226,970 shares; 2025Q4: 218,668 shares; 2026Q1: 353,749 shares 353,749 $9.45M 0.01% +135,081 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,958 shares; 2024Q4: 241,099 shares; 2025Q1: 250,471 shares; 2025Q2: 235,518 shares; 2025Q3: 217,498 shares; 2025Q4: 199,910 shares; 2026Q1: 196,819 shares 196,819 $9.45M 0.01% -3,091 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: 259,441 shares; 2024Q4: 248,820 shares; 2025Q1: 256,572 shares; 2025Q2: 247,459 shares; 2025Q3: 228,517 shares; 2025Q4: 207,463 shares; 2026Q1: 178,803 shares 178,803 $9.43M 0.01% -28,660 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,102 shares; 2024Q4: 348,289 shares; 2025Q1: 407,388 shares; 2025Q2: 252,391 shares; 2025Q3: 275,339 shares; 2025Q4: 227,070 shares; 2026Q1: 183,398 shares 183,398 $9.42M 0.01% -43,672 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,564 shares; 2024Q4: 420,848 shares; 2025Q1: 498,078 shares; 2025Q2: 542,086 shares; 2025Q3: 535,382 shares; 2025Q4: 546,773 shares; 2026Q1: 636,722 shares 636,722 $9.4M 0.01% +89,949 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,917 shares; 2024Q4: 184,535 shares; 2025Q1: 248,296 shares; 2025Q2: 165,753 shares; 2025Q3: 139,223 shares; 2025Q4: 132,853 shares; 2026Q1: 153,199 shares 153,199 $9.35M 0.01% +20,346 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,260 shares; 2024Q4: 19,327 shares; 2025Q1: 17,534 shares; 2025Q2: 17,823 shares; 2025Q3: 50,318 shares; 2025Q4: 53,812 shares; 2026Q1: 58,752 shares 58,752 $9.32M 0.01% +4,940 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,305 shares; 2025Q3: 89,344 shares; 2025Q4: 129,109 shares; 2026Q1: 120,200 shares 120,200 $9.31M 0.01% -8,909 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: 98,258 shares; 2024Q4: 95,143 shares; 2025Q1: 128,404 shares; 2025Q2: 104,019 shares; 2025Q3: 104,248 shares; 2025Q4: 102,686 shares; 2026Q1: 109,527 shares 109,527 $9.3M 0.01% +6,841 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: 132,412 shares; 2024Q4: 202,825 shares; 2025Q1: 158,670 shares; 2025Q2: 163,492 shares; 2025Q3: 127,925 shares; 2025Q4: 106,082 shares; 2026Q1: 112,784 shares 112,784 $9.22M 0.01% +6,702 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193,784 shares; 2024Q4: 2,265,127 shares; 2025Q1: 2,284,391 shares; 2025Q2: 2,366,589 shares; 2025Q3: 1,873,917 shares; 2025Q4: 1,235,664 shares; 2026Q1: 1,221,702 shares 1,221,702 $9.21M 0.01% -13,962 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,333 shares; 2024Q4: 408,836 shares; 2025Q1: 379,271 shares; 2025Q2: 475,027 shares; 2025Q3: 237,978 shares; 2025Q4: 231,460 shares; 2026Q1: 250,569 shares 250,569 $9.21M 0.01% +19,109 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,117 shares; 2024Q4: 243,574 shares; 2025Q1: 246,196 shares; 2025Q2: 240,984 shares; 2025Q3: 213,591 shares; 2025Q4: 195,474 shares; 2026Q1: 199,304 shares 199,304 $9.13M 0.01% +3,830 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,806 shares; 2024Q4: 99,864 shares; 2025Q1: 106,557 shares; 2025Q2: 112,774 shares; 2025Q3: 138,629 shares; 2025Q4: 135,679 shares; 2026Q1: 127,750 shares 127,750 $9.12M 0.01% -7,929 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,484 shares; 2024Q4: 101,401 shares; 2025Q1: 151,288 shares; 2025Q2: 189,066 shares; 2025Q3: 204,037 shares; 2025Q4: 209,660 shares; 2026Q1: 212,578 shares 212,578 $9.12M 0.01% +2,918 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,323 shares; 2024Q4: 71,456 shares; 2025Q1: 78,322 shares; 2025Q2: 59,630 shares; 2025Q3: 47,054 shares; 2025Q4: 40,287 shares; 2026Q1: 44,873 shares 44,873 $9.11M 0.01% +4,586 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,706 shares; 2024Q4: 47,538 shares; 2025Q1: 69,177 shares; 2025Q2: 183,373 shares; 2025Q3: 252,591 shares; 2025Q4: 263,087 shares; 2026Q1: 321,501 shares 321,501 $9.09M 0.01% +58,414 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,452 shares; 2024Q4: 39,921 shares; 2025Q1: 47,892 shares; 2025Q2: 48,124 shares; 2025Q3: 62,348 shares; 2025Q4: 55,036 shares; 2026Q1: 57,791 shares 57,791 $9.09M 0.01% +2,755 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,485 shares; 2024Q4: 95,511 shares; 2025Q1: 97,996 shares; 2025Q2: 94,712 shares; 2025Q3: 69,467 shares; 2025Q4: 64,657 shares; 2026Q1: 52,380 shares 52,380 $9.09M 0.01% -12,277 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840,191 shares; 2025Q1: 845,099 shares; 2025Q2: 858,878 shares; 2025Q3: 616,836 shares; 2025Q4: 356,420 shares; 2026Q1: 319,293 shares 319,293 $9.08M 0.01% -37,127 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,444 shares; 2024Q4: 103,593 shares; 2025Q1: 102,352 shares; 2025Q2: 107,172 shares; 2025Q3: 88,358 shares; 2025Q4: 90,243 shares; 2026Q1: 94,043 shares 94,043 $9.07M 0.01% +3,800 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,526 shares; 2024Q4: 375,875 shares; 2025Q1: 434,843 shares; 2025Q2: 387,064 shares; 2025Q3: 251,802 shares; 2025Q4: 245,269 shares; 2026Q1: 216,854 shares 216,854 $9.05M 0.01% -28,415 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,199 shares; 2024Q4: 132,587 shares; 2025Q1: 193,504 shares; 2025Q2: 203,931 shares; 2025Q3: 173,138 shares; 2025Q4: 197,719 shares; 2026Q1: 217,118 shares 217,118 $9.02M 0.01% +19,399 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: 33,384 shares; 2024Q4: 31,967 shares; 2025Q1: 33,259 shares; 2025Q2: 45,236 shares; 2025Q3: 41,656 shares; 2025Q4: 29,646 shares; 2026Q1: 28,697 shares 28,697 $9.01M 0.01% -949 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 509,751 shares; 2025Q1: 509,483 shares; 2025Q2: 507,312 shares; 2025Q3: 373,355 shares; 2025Q4: 370,695 shares; 2026Q1: 341,771 shares 341,771 $8.99M 0.01% -28,924 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,490 shares; 2024Q4: 101,168 shares; 2025Q1: 102,805 shares; 2025Q2: 107,352 shares; 2025Q3: 252,848 shares; 2025Q4: 110,505 shares; 2026Q1: 120,303 shares 120,303 $8.97M 0.01% +9,798 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: 35,612 shares; 2024Q4: 45,684 shares; 2025Q1: 52,482 shares; 2025Q2: 54,121 shares; 2025Q3: 43,613 shares; 2025Q4: 40,644 shares; 2026Q1: 40,940 shares 40,940 $8.97M 0.01% +296 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,127 shares; 2024Q4: 163,558 shares; 2025Q1: 164,001 shares; 2025Q2: 133,249 shares; 2025Q3: 128,353 shares; 2025Q4: 119,083 shares; 2026Q1: 111,964 shares 111,964 $8.97M 0.01% -7,119 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,270 shares; 2024Q4: 134,495 shares; 2025Q1: 152,410 shares; 2025Q2: 164,776 shares; 2025Q3: 148,374 shares; 2025Q4: 149,569 shares; 2026Q1: 123,470 shares 123,470 $8.96M 0.01% -26,099 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 122,593 shares; 2025Q1: 145,224 shares; 2025Q2: 129,263 shares; 2025Q3: 128,186 shares; 2025Q4: 117,807 shares; 2026Q1: 92,189 shares 92,189 $8.96M 0.01% -25,618 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,897 shares; 2024Q4: 223,225 shares; 2025Q1: 218,985 shares; 2025Q2: 197,152 shares; 2025Q3: 193,177 shares; 2025Q4: 170,727 shares; 2026Q1: 152,092 shares 152,092 $8.94M 0.01% -18,635 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,869 shares; 2024Q4: 343,965 shares; 2025Q1: 392,657 shares; 2025Q2: 432,562 shares; 2025Q3: 298,659 shares; 2025Q4: 299,617 shares; 2026Q1: 307,374 shares 307,374 $8.94M 0.01% +7,757 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,472 shares; 2024Q4: 53,354 shares; 2025Q1: 53,104 shares; 2025Q2: 49,522 shares; 2025Q3: 50,431 shares; 2025Q4: 43,846 shares; 2026Q1: 45,648 shares 45,648 $8.92M 0.01% +1,802 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 30,015 shares; 2025Q1: 51,691 shares; 2025Q2: 121,473 shares; 2025Q3: 82,894 shares; 2025Q4: 119,807 shares; 2026Q1: 83,024 shares 83,024 $8.91M 0.01% -36,783 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: 218,049 shares; 2024Q4: 216,241 shares; 2025Q1: 220,266 shares; 2025Q2: 202,075 shares; 2025Q3: 162,871 shares; 2025Q4: 151,590 shares; 2026Q1: 191,377 shares 191,377 $8.89M 0.01% +39,787 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,662 shares; 2024Q4: 130,492 shares; 2025Q1: 122,386 shares; 2025Q2: 124,310 shares; 2025Q3: 122,510 shares; 2025Q4: 75,458 shares; 2026Q1: 92,503 shares 92,503 $8.88M 0.01% +17,045 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: 31,516 shares; 2024Q4: 30,442 shares; 2025Q1: 32,701 shares; 2025Q2: 33,331 shares; 2025Q3: 63,718 shares; 2025Q4: 41,671 shares; 2026Q1: 33,422 shares 33,422 $8.88M 0.01% -8,249 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: 775,779 shares; 2024Q4: 671,602 shares; 2025Q1: 707,151 shares; 2025Q2: 626,648 shares; 2025Q3: 553,116 shares; 2025Q4: 524,130 shares; 2026Q1: 560,011 shares 560,011 $8.76M 0.01% +35,881 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,275 shares; 2024Q4: 144,328 shares; 2025Q1: 303,455 shares; 2025Q2: 328,417 shares; 2025Q3: 323,760 shares; 2025Q4: 322,168 shares; 2026Q1: 305,216 shares 305,216 $8.76M 0.01% -16,952 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,206 shares; 2024Q4: 229,497 shares; 2025Q1: 309,980 shares; 2025Q2: 274,224 shares; 2025Q3: 265,868 shares; 2025Q4: 250,769 shares; 2026Q1: 241,470 shares 241,470 $8.75M 0.01% -9,299 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,650 shares; 2024Q4: 10,062 shares; 2025Q1: 86,395 shares; 2025Q2: 11,579 shares; 2025Q3: 19,634 shares; 2025Q4: 85,741 shares; 2026Q1: 32,324 shares 32,324 $8.74M 0.01% -53,417 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: 41,083 shares; 2024Q4: 37,883 shares; 2025Q1: 35,184 shares; 2025Q2: 56,428 shares; 2025Q3: 66,586 shares; 2025Q4: 64,201 shares; 2026Q1: 64,489 shares 64,489 $8.74M 0.01% +288 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: 9,002 shares; 2024Q4: 9,947 shares; 2025Q1: 22,947 shares; 2025Q2: 10,568 shares; 2025Q3: 11,926 shares; 2025Q4: 12,472 shares; 2026Q1: 11,826 shares 11,826 $8.73M 0.01% -646 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,878 shares; 2024Q4: 241,041 shares; 2025Q1: 243,967 shares; 2025Q2: 207,742 shares; 2025Q3: 207,908 shares; 2025Q4: 218,899 shares; 2026Q1: 216,563 shares 216,563 $8.72M 0.01% -2,336 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,606 shares; 2024Q4: 107,921 shares; 2025Q1: 88,362 shares; 2025Q2: 74,519 shares; 2025Q3: 62,059 shares; 2025Q4: 59,905 shares; 2026Q1: 60,254 shares 60,254 $8.71M 0.01% +349 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,567 shares; 2024Q4: 19,392 shares; 2025Q1: 20,400 shares; 2025Q2: 16,643 shares; 2025Q3: 18,130 shares; 2025Q4: 18,631 shares; 2026Q1: 18,387 shares 18,387 $8.7M 0.01% -244 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 24,634 shares; 2025Q1: 41,265 shares; 2025Q2: 27,839 shares; 2025Q3: 39,852 shares; 2025Q4: 63,637 shares; 2026Q1: 214,780 shares 214,780 $8.69M 0.01% +151,143 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 18,759 shares; 2025Q1: 35,452 shares; 2025Q2: 34,968 shares; 2025Q3: 31,265 shares; 2025Q4: 87,640 shares; 2026Q1: 85,535 shares 85,535 $8.65M 0.01% -2,105 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 70,307 shares; 2025Q1: 70,327 shares; 2025Q2: 69,240 shares; 2025Q3: 67,910 shares; 2025Q4: 65,715 shares; 2026Q1: 67,449 shares 67,449 $8.65M 0.01% +1,734 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,167 shares; 2024Q4: 44,871 shares; 2025Q1: not reported; 2025Q2: 236,912 shares; 2025Q3: 165,748 shares; 2025Q4: 172,660 shares; 2026Q1: 191,805 shares 191,805 $8.64M 0.01% +19,145 Timeline QEFA 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: 114,860 shares; 2024Q4: 117,355 shares; 2025Q1: 111,175 shares; 2025Q2: 110,418 shares; 2025Q3: 109,649 shares; 2025Q4: 94,969 shares; 2026Q1: 92,633 shares 92,633 $8.64M 0.01% -2,336 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 16,803 shares; 2025Q1: 20,015 shares; 2025Q2: 20,472 shares; 2025Q3: 21,281 shares; 2025Q4: 20,434 shares; 2026Q1: 28,409 shares 28,409 $8.64M 0.01% +7,975 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,601 shares; 2024Q4: 179,733 shares; 2025Q1: 174,745 shares; 2025Q2: 188,579 shares; 2025Q3: 177,370 shares; 2025Q4: 158,734 shares; 2026Q1: 213,324 shares 213,324 $8.64M 0.01% +54,590 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,703 shares; 2024Q4: 341,099 shares; 2025Q1: 346,278 shares; 2025Q2: 335,967 shares; 2025Q3: 333,569 shares; 2025Q4: 245,104 shares; 2026Q1: 240,297 shares 240,297 $8.64M 0.01% -4,807 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,771 shares; 2024Q4: 130,544 shares; 2025Q1: 236,983 shares; 2025Q2: 293,903 shares; 2025Q3: 255,505 shares; 2025Q4: 248,184 shares; 2026Q1: 257,917 shares 257,917 $8.64M 0.01% +9,733 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,515 shares; 2024Q4: 87,893 shares; 2025Q1: 241,497 shares; 2025Q2: 249,345 shares; 2025Q3: 188,961 shares; 2025Q4: 200,778 shares; 2026Q1: 205,724 shares 205,724 $8.63M 0.01% +4,946 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: 216,772 shares 216,772 $8.62M 0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,310 shares; 2024Q4: 58,450 shares; 2025Q1: 64,883 shares; 2025Q2: 65,301 shares; 2025Q3: 59,842 shares; 2025Q4: 55,956 shares; 2026Q1: 61,406 shares 61,406 $8.61M 0.01% +5,450 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,416 shares; 2026Q1: 271,089 shares 271,089 $8.61M 0.01% +249,673 Timeline USIG 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: 59,917 shares; 2024Q4: 58,771 shares; 2025Q1: 56,684 shares; 2025Q2: 87,617 shares; 2025Q3: 110,795 shares; 2025Q4: 138,415 shares; 2026Q1: 167,719 shares 167,719 $8.59M 0.01% +29,304 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821,859 shares; 2024Q4: 822,988 shares; 2025Q1: 1,050,860 shares; 2025Q2: 2,426,579 shares; 2025Q3: 2,616,170 shares; 2025Q4: 632,447 shares; 2026Q1: 459,201 shares 459,201 $8.59M 0.01% -173,246 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,759 shares; 2024Q4: 116,683 shares; 2025Q1: 118,643 shares; 2025Q2: 105,053 shares; 2025Q3: 98,416 shares; 2025Q4: 97,326 shares; 2026Q1: 91,367 shares 91,367 $8.58M 0.01% -5,959 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,796 shares; 2024Q4: 179,102 shares; 2025Q1: 223,143 shares; 2025Q2: 192,412 shares; 2025Q3: 180,959 shares; 2025Q4: 176,640 shares; 2026Q1: 169,971 shares 169,971 $8.58M 0.01% -6,669 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 49,697 shares; 2025Q1: 96,769 shares; 2025Q2: 145,151 shares; 2025Q3: 165,418 shares; 2025Q4: 185,664 shares; 2026Q1: 328,810 shares 328,810 $8.57M 0.01% +143,146 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,528 shares; 2024Q4: 264,737 shares; 2025Q1: 288,208 shares; 2025Q2: 248,950 shares; 2025Q3: 228,459 shares; 2025Q4: 195,840 shares; 2026Q1: 193,281 shares 193,281 $8.56M 0.01% -2,559 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 17,008 shares; 2025Q1: 20,556 shares; 2025Q2: 72,078 shares; 2025Q3: 113,349 shares; 2025Q4: 121,193 shares; 2026Q1: 127,601 shares 127,601 $8.56M 0.01% +6,408 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,700 shares; 2024Q4: 152,402 shares; 2025Q1: 149,521 shares; 2025Q2: 149,798 shares; 2025Q3: 147,375 shares; 2025Q4: 175,181 shares; 2026Q1: 174,998 shares 174,998 $8.55M 0.01% -183 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,231 shares; 2024Q4: 125,971 shares; 2025Q1: 121,840 shares; 2025Q2: 121,161 shares; 2025Q3: 120,013 shares; 2025Q4: 119,884 shares; 2026Q1: 125,485 shares 125,485 $8.53M 0.01% +5,601 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891,197 shares; 2024Q4: 1,903,700 shares; 2025Q1: 1,892,283 shares; 2025Q2: 1,878,662 shares; 2025Q3: 1,487,634 shares; 2025Q4: 1,516,560 shares; 2026Q1: 1,523,158 shares 1,523,158 $8.53M 0.01% +6,598 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,193 shares; 2024Q4: 138,969 shares; 2025Q1: 145,261 shares; 2025Q2: 135,498 shares; 2025Q3: 140,128 shares; 2025Q4: 130,991 shares; 2026Q1: 113,075 shares 113,075 $8.49M 0.01% -17,916 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,189 shares; 2024Q4: 666,298 shares; 2025Q1: 672,177 shares; 2025Q2: 676,091 shares; 2025Q3: 650,339 shares; 2025Q4: 650,442 shares; 2026Q1: 656,529 shares 656,529 $8.49M 0.01% +6,087 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,447 shares; 2024Q4: 53,334 shares; 2025Q1: 48,556 shares; 2025Q2: 50,565 shares; 2025Q3: 94,272 shares; 2025Q4: 92,773 shares; 2026Q1: 94,688 shares 94,688 $8.48M 0.01% +1,915 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,370 shares; 2024Q4: 376,720 shares; 2025Q1: 386,334 shares; 2025Q2: 400,867 shares; 2025Q3: 352,502 shares; 2025Q4: 392,514 shares; 2026Q1: 400,549 shares 400,549 $8.47M 0.01% +8,035 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,881 shares; 2024Q4: 144,516 shares; 2025Q1: 172,225 shares; 2025Q2: 193,626 shares; 2025Q3: 273,904 shares; 2025Q4: 231,832 shares; 2026Q1: 246,079 shares 246,079 $8.46M 0.01% +14,247 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,542 shares; 2024Q4: 126,995 shares; 2025Q1: 408,645 shares; 2025Q2: 417,199 shares; 2025Q3: 437,327 shares; 2025Q4: 483,473 shares; 2026Q1: 416,307 shares 416,307 $8.44M 0.01% -67,166 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: 4,066 shares; 2024Q4: 5,770 shares; 2025Q1: 3,911 shares; 2025Q2: 4,344 shares; 2025Q3: 4,366 shares; 2025Q4: 5,366 shares; 2026Q1: 6,116 shares 6,116 $8.43M 0.01% +750 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,099 shares; 2024Q4: 505,801 shares; 2025Q1: 181,731 shares; 2025Q2: 319,579 shares; 2025Q3: 278,825 shares; 2025Q4: 254,815 shares; 2026Q1: 213,883 shares 213,883 $8.43M 0.01% -40,932 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 9,476 shares; 2025Q1: 5,174 shares; 2025Q2: 4,935 shares; 2025Q3: 41,316 shares; 2025Q4: 149,849 shares; 2026Q1: 299,895 shares 299,895 $8.43M 0.01% +150,046 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,070 shares; 2024Q4: 28,368 shares; 2025Q1: 61,406 shares; 2025Q2: 58,619 shares; 2025Q3: 55,968 shares; 2025Q4: 45,921 shares; 2026Q1: 42,879 shares 42,879 $8.4M 0.01% -3,042 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,020 shares; 2024Q4: 561,606 shares; 2025Q1: 605,855 shares; 2025Q2: 603,607 shares; 2025Q3: 576,849 shares; 2025Q4: 323,082 shares; 2026Q1: 374,080 shares 374,080 $8.39M 0.01% +50,998 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,865 shares; 2024Q4: 456,616 shares; 2025Q1: 480,109 shares; 2025Q2: 488,783 shares; 2025Q3: 489,108 shares; 2025Q4: 468,030 shares; 2026Q1: 476,908 shares 476,908 $8.36M 0.01% +8,878 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: 126,418 shares; 2024Q4: 169,039 shares; 2025Q1: 223,303 shares; 2025Q2: 112,764 shares; 2025Q3: 97,360 shares; 2025Q4: 73,506 shares; 2026Q1: 66,674 shares 66,674 $8.36M 0.01% -6,832 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,949 shares; 2024Q4: 25,689 shares; 2025Q1: 85,996 shares; 2025Q2: 113,448 shares; 2025Q3: 112,758 shares; 2025Q4: 164,841 shares; 2026Q1: 183,957 shares 183,957 $8.31M 0.01% +19,116 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,260 shares; 2024Q4: 668,506 shares; 2025Q1: 697,072 shares; 2025Q2: 383,617 shares; 2025Q3: 364,002 shares; 2025Q4: 290,109 shares; 2026Q1: 267,979 shares 267,979 $8.3M 0.01% -22,130 Timeline SPYX 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: 126,375 shares; 2024Q4: 137,418 shares; 2025Q1: 132,421 shares; 2025Q2: 143,825 shares; 2025Q3: 143,614 shares; 2025Q4: 175,656 shares; 2026Q1: 156,283 shares 156,283 $8.29M 0.01% -19,373 Timeline