EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,732 shares; 2024Q4: 184,130 shares; 2025Q1: 202,238 shares; 2025Q2: 210,145 shares; 2025Q3: 207,154 shares; 2025Q4: 201,535 shares; 2026Q1: 204,014 shares 204,014 $8.28M 0.01% +2,479 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,318 shares; 2024Q4: 284,978 shares; 2025Q1: 267,661 shares; 2025Q2: 346,488 shares; 2025Q3: 265,089 shares; 2025Q4: 263,533 shares; 2026Q1: 258,334 shares 258,334 $8.27M 0.01% -5,199 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,021 shares; 2024Q4: 112,006 shares; 2025Q1: 120,034 shares; 2025Q2: 65,511 shares; 2025Q3: 51,000 shares; 2025Q4: 50,087 shares; 2026Q1: 46,076 shares 46,076 $8.27M 0.01% -4,011 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666,994 shares; 2024Q4: 698,285 shares; 2025Q1: 668,024 shares; 2025Q2: 651,388 shares; 2025Q3: 637,681 shares; 2025Q4: 629,803 shares; 2026Q1: 611,236 shares 611,236 $8.27M 0.01% -18,567 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,412 shares; 2024Q4: 146,912 shares; 2025Q1: 143,511 shares; 2025Q2: 142,380 shares; 2025Q3: 102,301 shares; 2025Q4: 81,585 shares; 2026Q1: 78,102 shares 78,102 $8.26M 0.01% -3,483 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,921 shares; 2025Q2: 45,599 shares; 2025Q3: 158,367 shares; 2025Q4: 262,482 shares; 2026Q1: 277,637 shares 277,637 $8.25M 0.01% +15,155 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,380 shares; 2024Q4: 158,699 shares; 2025Q1: 191,349 shares; 2025Q2: 527,871 shares; 2025Q3: 256,306 shares; 2025Q4: 197,344 shares; 2026Q1: 173,988 shares 173,988 $8.24M 0.01% -23,356 Timeline PSFF 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: 141,661 shares; 2024Q4: 152,082 shares; 2025Q1: 185,525 shares; 2025Q2: 215,263 shares; 2025Q3: 222,671 shares; 2025Q4: 259,670 shares; 2026Q1: 256,789 shares 256,789 $8.23M 0.01% -2,881 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,476 shares; 2024Q4: 20,508 shares; 2025Q1: 21,053 shares; 2025Q2: 546,643 shares; 2025Q3: 538,203 shares; 2025Q4: 532,462 shares; 2026Q1: 261,848 shares 261,848 $8.19M 0.01% -270,614 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,877 shares; 2024Q4: 197,150 shares; 2025Q1: 249,111 shares; 2025Q2: 184,808 shares; 2025Q3: 154,720 shares; 2025Q4: 182,235 shares; 2026Q1: 153,049 shares 153,049 $8.17M 0.01% -29,186 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,461 shares; 2024Q4: 477,385 shares; 2025Q1: 544,277 shares; 2025Q2: 542,158 shares; 2025Q3: 477,880 shares; 2025Q4: 457,752 shares; 2026Q1: 511,571 shares 511,571 $8.12M 0.01% +53,819 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,741 shares; 2024Q4: 89,542 shares; 2025Q1: 105,112 shares; 2025Q2: 112,329 shares; 2025Q3: 119,712 shares; 2025Q4: 129,478 shares; 2026Q1: 128,625 shares 128,625 $8.12M 0.01% -853 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,422 shares; 2025Q4: 146,900 shares; 2026Q1: 160,451 shares 160,451 $8.12M 0.01% +13,551 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,924 shares; 2024Q4: 245,476 shares; 2025Q1: 265,977 shares; 2025Q2: 264,574 shares; 2025Q3: 173,486 shares; 2025Q4: 115,655 shares; 2026Q1: 113,971 shares 113,971 $8.11M 0.01% -1,684 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,979 shares; 2024Q4: 672,304 shares; 2025Q1: 591,040 shares; 2025Q2: 462,221 shares; 2025Q3: 433,422 shares; 2025Q4: 452,119 shares; 2026Q1: 442,549 shares 442,549 $8.09M 0.01% -9,570 Timeline LRGF 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: 340,583 shares; 2024Q4: 298,759 shares; 2025Q1: 175,963 shares; 2025Q2: 129,193 shares; 2025Q3: 128,329 shares; 2025Q4: 126,788 shares; 2026Q1: 122,525 shares 122,525 $8.09M 0.01% -4,263 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,670 shares; 2024Q4: 181,869 shares; 2025Q1: 185,069 shares; 2025Q2: 134,134 shares; 2025Q3: 150,218 shares; 2025Q4: 153,732 shares; 2026Q1: 159,229 shares 159,229 $8.08M 0.01% +5,497 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,794 shares; 2024Q4: 132,203 shares; 2025Q1: 108,051 shares; 2025Q2: 93,865 shares; 2025Q3: 72,507 shares; 2025Q4: 72,996 shares; 2026Q1: 66,892 shares 66,892 $8.07M 0.01% -6,104 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,329 shares; 2024Q4: 184,807 shares; 2025Q1: 224,928 shares; 2025Q2: 226,879 shares; 2025Q3: 187,452 shares; 2025Q4: 180,432 shares; 2026Q1: 189,294 shares 189,294 $8.05M 0.01% +8,862 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,593 shares; 2024Q4: 281,996 shares; 2025Q1: 79,654 shares; 2025Q2: 77,217 shares; 2025Q3: 62,688 shares; 2025Q4: 99,042 shares; 2026Q1: 107,570 shares 107,570 $8.04M 0.01% +8,528 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,941 shares; 2024Q4: 399,623 shares; 2025Q1: 477,590 shares; 2025Q2: 304,017 shares; 2025Q3: 204,486 shares; 2025Q4: 202,990 shares; 2026Q1: 226,112 shares 226,112 $8.03M 0.01% +23,122 Timeline USMC 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: 67,922 shares; 2024Q4: 64,609 shares; 2025Q1: 73,282 shares; 2025Q2: 74,709 shares; 2025Q3: 110,699 shares; 2025Q4: 115,282 shares; 2026Q1: 124,879 shares 124,879 $8.03M 0.01% +9,597 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,960 shares; 2024Q4: 120,903 shares; 2025Q1: 197,653 shares; 2025Q2: 174,616 shares; 2025Q3: 146,112 shares; 2025Q4: 145,513 shares; 2026Q1: 201,687 shares 201,687 $8.03M 0.01% +56,174 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,889 shares; 2024Q4: 133,320 shares; 2025Q1: 201,581 shares; 2025Q2: 284,867 shares; 2025Q3: 232,084 shares; 2025Q4: 216,057 shares; 2026Q1: 235,301 shares 235,301 $8.02M 0.01% +19,244 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 59,639 shares; 2025Q1: 102,041 shares; 2025Q2: 223,276 shares; 2025Q3: 212,463 shares; 2025Q4: 159,589 shares; 2026Q1: 161,741 shares 161,741 $8.02M 0.01% +2,152 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,635 shares; 2025Q3: 240,208 shares; 2025Q4: 187,565 shares; 2026Q1: 189,266 shares 189,266 $8.02M 0.01% +1,701 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,579 shares; 2025Q2: 33,731 shares; 2025Q3: 44,800 shares; 2025Q4: 61,280 shares; 2026Q1: 77,106 shares 77,106 $8M 0.01% +15,826 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,692 shares; 2024Q4: 220,886 shares; 2025Q1: 214,298 shares; 2025Q2: 247,392 shares; 2025Q3: 211,273 shares; 2025Q4: 261,191 shares; 2026Q1: 240,251 shares 240,251 $8M 0.01% -20,940 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,214 shares; 2024Q4: 103,822 shares; 2025Q1: 103,763 shares; 2025Q2: 102,563 shares; 2025Q3: 89,731 shares; 2025Q4: 85,168 shares; 2026Q1: 85,682 shares 85,682 $7.99M 0.01% +514 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,250 shares; 2024Q4: 115,761 shares; 2025Q1: 113,517 shares; 2025Q2: 126,762 shares; 2025Q3: 136,265 shares; 2025Q4: 121,399 shares; 2026Q1: 153,677 shares 153,677 $7.98M 0.01% +32,278 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,562 shares; 2024Q4: 93,862 shares; 2025Q1: 118,026 shares; 2025Q2: 124,598 shares; 2025Q3: 127,330 shares; 2025Q4: 103,673 shares; 2026Q1: 110,473 shares 110,473 $7.93M 0.01% +6,800 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,302 shares; 2024Q4: 115,869 shares; 2025Q1: 121,178 shares; 2025Q2: 112,461 shares; 2025Q3: 94,332 shares; 2025Q4: 90,378 shares; 2026Q1: 156,803 shares 156,803 $7.91M 0.01% +66,425 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,037 shares; 2024Q4: 149,098 shares; 2025Q1: 151,262 shares; 2025Q2: 145,071 shares; 2025Q3: 134,199 shares; 2025Q4: 105,530 shares; 2026Q1: 102,478 shares 102,478 $7.9M 0.01% -3,052 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279,950 shares 279,950 $7.88M 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 174,327 shares; 2025Q1: 188,428 shares; 2025Q2: 179,179 shares; 2025Q3: 243,979 shares; 2025Q4: 258,107 shares; 2026Q1: 317,206 shares 317,206 $7.87M 0.01% +59,099 Timeline IXJ 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: 95,197 shares; 2024Q4: 95,784 shares; 2025Q1: 94,526 shares; 2025Q2: 85,648 shares; 2025Q3: 89,603 shares; 2025Q4: 106,947 shares; 2026Q1: 83,994 shares 83,994 $7.86M 0.01% -22,953 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,897 shares; 2024Q4: 87,977 shares; 2025Q1: 88,682 shares; 2025Q2: 66,937 shares; 2025Q3: 66,604 shares; 2025Q4: 66,641 shares; 2026Q1: 65,760 shares 65,760 $7.85M 0.01% -881 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,351 shares; 2024Q4: 53,918 shares; 2025Q1: 71,480 shares; 2025Q2: 93,761 shares; 2025Q3: 82,878 shares; 2025Q4: 70,533 shares; 2026Q1: 52,156 shares 52,156 $7.84M 0.01% -18,377 Timeline MAYW 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: 224,370 shares; 2024Q4: 214,315 shares; 2025Q1: 202,504 shares; 2025Q2: 303,114 shares; 2025Q3: 260,183 shares; 2025Q4: 246,136 shares; 2026Q1: 231,714 shares 231,714 $7.83M 0.01% -14,422 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,078 shares; 2024Q4: 199,513 shares; 2025Q1: 203,522 shares; 2025Q2: 319,145 shares; 2025Q3: 237,589 shares; 2025Q4: 241,960 shares; 2026Q1: 233,100 shares 233,100 $7.82M 0.01% -8,860 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,204 shares; 2024Q4: 82,149 shares; 2025Q1: 83,876 shares; 2025Q2: 78,839 shares; 2025Q3: 71,967 shares; 2025Q4: 65,122 shares; 2026Q1: 65,365 shares 65,365 $7.81M 0.01% +243 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,774 shares; 2024Q4: 237,969 shares; 2025Q1: 228,317 shares; 2025Q2: 215,472 shares; 2025Q3: 183,820 shares; 2025Q4: 181,320 shares; 2026Q1: 183,531 shares 183,531 $7.81M 0.01% +2,211 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,593 shares; 2024Q4: 468,627 shares; 2025Q1: 491,071 shares; 2025Q2: 475,884 shares; 2025Q3: 441,130 shares; 2025Q4: 406,331 shares; 2026Q1: 193,315 shares 193,315 $7.8M 0.01% -213,016 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,530 shares; 2024Q4: 120,913 shares; 2025Q1: 123,619 shares; 2025Q2: 116,101 shares; 2025Q3: 92,668 shares; 2025Q4: 90,656 shares; 2026Q1: 92,221 shares 92,221 $7.8M 0.01% +1,565 Timeline BLCV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,937 shares 215,937 $7.8M 0.01% new Timeline ISPY 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: 12,485 shares; 2024Q4: 41,326 shares; 2025Q1: 104,440 shares; 2025Q2: 131,263 shares; 2025Q3: 177,897 shares; 2025Q4: 191,455 shares; 2026Q1: 179,730 shares 179,730 $7.79M 0.01% -11,725 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,296 shares; 2024Q4: 46,558 shares; 2025Q1: 44,560 shares; 2025Q2: 45,953 shares; 2025Q3: 38,974 shares; 2025Q4: 26,388 shares; 2026Q1: 24,169 shares 24,169 $7.78M 0.01% -2,219 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,725 shares; 2024Q4: 28,139 shares; 2025Q1: 29,602 shares; 2025Q2: 32,405 shares; 2025Q3: 55,435 shares; 2025Q4: 93,836 shares; 2026Q1: 105,142 shares 105,142 $7.77M 0.01% +11,306 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278,804 shares; 2025Q1: 326,602 shares; 2025Q2: 362,664 shares; 2025Q3: 317,296 shares; 2025Q4: 292,353 shares; 2026Q1: 340,921 shares 340,921 $7.76M 0.01% +48,568 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 16,474 shares; 2025Q1: 16,725 shares; 2025Q2: 18,305 shares; 2025Q3: 17,407 shares; 2025Q4: 13,721 shares; 2026Q1: 13,808 shares 13,808 $7.76M 0.01% +87 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,342 shares; 2024Q4: 78,758 shares; 2025Q1: 78,637 shares; 2025Q2: 71,308 shares; 2025Q3: 66,891 shares; 2025Q4: 57,926 shares; 2026Q1: 53,024 shares 53,024 $7.75M 0.01% -4,902 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,278 shares; 2024Q4: 451,201 shares; 2025Q1: 460,178 shares; 2025Q2: 452,065 shares; 2025Q3: 444,301 shares; 2025Q4: 415,430 shares; 2026Q1: 411,916 shares 411,916 $7.75M 0.01% -3,514 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,592 shares; 2024Q4: 168,838 shares; 2025Q1: 171,763 shares; 2025Q2: 168,208 shares; 2025Q3: 180,153 shares; 2025Q4: 115,317 shares; 2026Q1: 118,788 shares 118,788 $7.75M 0.01% +3,471 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,003 shares; 2024Q4: 33,043 shares; 2025Q1: 35,827 shares; 2025Q2: 37,378 shares; 2025Q3: 40,156 shares; 2025Q4: 36,181 shares; 2026Q1: 35,731 shares 35,731 $7.74M 0.01% -450 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327,391 shares; 2024Q4: 1,558,158 shares; 2025Q1: 1,556,779 shares; 2025Q2: 1,579,641 shares; 2025Q3: 1,521,376 shares; 2025Q4: 1,300,372 shares; 2026Q1: 1,278,764 shares 1,278,764 $7.74M 0.01% -21,608 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 19,626 shares; 2025Q1: 24,252 shares; 2025Q2: 27,794 shares; 2025Q3: 28,384 shares; 2025Q4: 29,439 shares; 2026Q1: 37,803 shares 37,803 $7.73M 0.01% +8,364 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,803 shares; 2024Q4: 273,238 shares; 2025Q1: 291,323 shares; 2025Q2: 296,486 shares; 2025Q3: 283,341 shares; 2025Q4: 274,905 shares; 2026Q1: 265,187 shares 265,187 $7.71M 0.01% -9,718 Timeline BOXX 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: 6,431 shares; 2024Q4: 28,124 shares; 2025Q1: 181,901 shares; 2025Q2: 58,841 shares; 2025Q3: 55,335 shares; 2025Q4: 73,352 shares; 2026Q1: 66,244 shares 66,244 $7.7M 0.01% -7,108 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,493 shares; 2024Q4: 175,517 shares; 2025Q1: 163,980 shares; 2025Q2: 268,610 shares; 2025Q3: 197,210 shares; 2025Q4: 174,161 shares; 2026Q1: 170,792 shares 170,792 $7.67M 0.01% -3,369 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,456 shares; 2024Q4: 129,235 shares; 2025Q1: 124,426 shares; 2025Q2: 107,580 shares; 2025Q3: 93,678 shares; 2025Q4: 182,876 shares; 2026Q1: 153,444 shares 153,444 $7.67M 0.01% -29,432 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,444 shares; 2024Q4: 69,698 shares; 2025Q1: 71,871 shares; 2025Q2: 48,164 shares; 2025Q3: 44,275 shares; 2025Q4: 39,906 shares; 2026Q1: 38,907 shares 38,907 $7.66M 0.01% -999 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,970 shares; 2024Q4: 105,519 shares; 2025Q1: 122,261 shares; 2025Q2: 122,708 shares; 2025Q3: 137,260 shares; 2025Q4: 121,033 shares; 2026Q1: 151,103 shares 151,103 $7.65M 0.01% +30,070 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,064 shares; 2024Q4: 38,156 shares; 2025Q1: 41,627 shares; 2025Q2: 43,410 shares; 2025Q3: 54,833 shares; 2025Q4: 63,299 shares; 2026Q1: 96,456 shares 96,456 $7.65M 0.01% +33,157 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,542 shares; 2024Q4: 90,013 shares; 2025Q1: 90,308 shares; 2025Q2: 74,371 shares; 2025Q3: 74,042 shares; 2025Q4: 56,042 shares; 2026Q1: 56,191 shares 56,191 $7.65M 0.01% +149 Timeline CZA 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: 80,137 shares; 2024Q4: 82,789 shares; 2025Q1: 82,730 shares; 2025Q2: 81,222 shares; 2025Q3: 77,091 shares; 2025Q4: 74,342 shares; 2026Q1: 69,277 shares 69,277 $7.63M 0.01% -5,065 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 259,034 shares; 2025Q1: 266,696 shares; 2025Q2: 287,137 shares; 2025Q3: 244,257 shares; 2025Q4: 180,748 shares; 2026Q1: 186,612 shares 186,612 $7.61M 0.01% +5,864 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 14,522 shares; 2025Q1: 14,727 shares; 2025Q2: 16,644 shares; 2025Q3: 18,676 shares; 2025Q4: 17,016 shares; 2026Q1: 15,686 shares 15,686 $7.61M 0.01% -1,330 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,587 shares; 2024Q4: 98,795 shares; 2025Q1: 95,317 shares; 2025Q2: 93,216 shares; 2025Q3: 82,453 shares; 2025Q4: 79,130 shares; 2026Q1: 69,164 shares 69,164 $7.59M 0.01% -9,966 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,964 shares; 2026Q1: 89,669 shares 89,669 $7.59M 0.01% +8,705 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934,476 shares; 2024Q4: 675,396 shares; 2025Q1: 708,859 shares; 2025Q2: 781,188 shares; 2025Q3: 820,735 shares; 2025Q4: 629,027 shares; 2026Q1: 674,328 shares 674,328 $7.57M 0.01% +45,301 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,519 shares; 2024Q4: 229,186 shares; 2025Q1: 234,493 shares; 2025Q2: 266,359 shares; 2025Q3: 287,889 shares; 2025Q4: 227,025 shares; 2026Q1: 105,732 shares 105,732 $7.57M 0.01% -121,293 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,357 shares; 2024Q4: 374,427 shares; 2025Q1: 451,953 shares; 2025Q2: 490,527 shares; 2025Q3: 541,597 shares; 2025Q4: 542,978 shares; 2026Q1: 337,704 shares 337,704 $7.56M 0.01% -205,274 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,371 shares; 2024Q4: 280,469 shares; 2025Q1: 197,716 shares; 2025Q2: 269,081 shares; 2025Q3: 258,935 shares; 2025Q4: 217,842 shares; 2026Q1: 183,909 shares 183,909 $7.55M 0.01% -33,933 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,654 shares; 2024Q4: 631,724 shares; 2025Q1: 629,296 shares; 2025Q2: 612,786 shares; 2025Q3: 581,324 shares; 2025Q4: 309,225 shares; 2026Q1: 235,753 shares 235,753 $7.55M 0.01% -73,472 Timeline SCIO 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: 25,670 shares; 2025Q3: 27,082 shares; 2025Q4: 53,578 shares; 2026Q1: 365,073 shares 365,073 $7.54M 0.01% +311,495 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 130,956 shares; 2025Q1: 133,430 shares; 2025Q2: 136,281 shares; 2025Q3: 122,420 shares; 2025Q4: 157,189 shares; 2026Q1: 131,972 shares 131,972 $7.53M 0.01% -25,217 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 97,960 shares; 2025Q1: 101,242 shares; 2025Q2: 104,680 shares; 2025Q3: 82,686 shares; 2025Q4: 70,100 shares; 2026Q1: 66,924 shares 66,924 $7.52M 0.01% -3,176 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 10,032 shares; 2025Q1: 10,222 shares; 2025Q2: 12,441 shares; 2025Q3: 25,620 shares; 2025Q4: 20,110 shares; 2026Q1: 18,958 shares 18,958 $7.52M 0.01% -1,152 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,613 shares; 2024Q4: 54,365 shares; 2025Q1: 49,186 shares; 2025Q2: 40,034 shares; 2025Q3: 86,830 shares; 2025Q4: 84,000 shares; 2026Q1: 99,335 shares 99,335 $7.47M 0.01% +15,335 Timeline IVOV 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: 40,941 shares; 2024Q4: 49,613 shares; 2025Q1: 54,409 shares; 2025Q2: 51,568 shares; 2025Q3: 52,566 shares; 2025Q4: 50,342 shares; 2026Q1: 73,193 shares 73,193 $7.46M 0.01% +22,851 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,558 shares; 2025Q3: 179,586 shares; 2025Q4: 125,485 shares; 2026Q1: 116,189 shares 116,189 $7.46M 0.01% -9,296 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,241 shares; 2024Q4: 120,179 shares; 2025Q1: 118,577 shares; 2025Q2: 102,221 shares; 2025Q3: 78,015 shares; 2025Q4: 53,986 shares; 2026Q1: 67,801 shares 67,801 $7.45M 0.01% +13,815 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,261 shares; 2024Q4: 139,217 shares; 2025Q1: 243,569 shares; 2025Q2: 266,264 shares; 2025Q3: 381,659 shares; 2025Q4: 122,016 shares; 2026Q1: 173,762 shares 173,762 $7.45M 0.01% +51,746 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,593 shares; 2024Q4: 166,130 shares; 2025Q1: 215,758 shares; 2025Q2: 178,801 shares; 2025Q3: 171,648 shares; 2025Q4: 152,058 shares; 2026Q1: 190,942 shares 190,942 $7.44M 0.01% +38,884 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,208 shares; 2024Q4: 128,254 shares; 2025Q1: 162,396 shares; 2025Q2: 162,092 shares; 2025Q3: 206,884 shares; 2025Q4: 319,176 shares; 2026Q1: 299,826 shares 299,826 $7.43M 0.01% -19,350 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,187 shares; 2025Q2: 111,417 shares; 2025Q3: 682,343 shares; 2025Q4: 1,066,763 shares; 2026Q1: 1,373,335 shares 1,373,335 $7.42M 0.01% +306,572 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,307 shares; 2024Q4: 311,588 shares; 2025Q1: 299,517 shares; 2025Q2: 288,700 shares; 2025Q3: 262,074 shares; 2025Q4: 250,309 shares; 2026Q1: 234,122 shares 234,122 $7.41M 0.01% -16,187 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 10,098 shares; 2025Q1: 9,987 shares; 2025Q2: 10,508 shares; 2025Q3: 40,614 shares; 2025Q4: 64,260 shares; 2026Q1: 66,955 shares 66,955 $7.38M 0.01% +2,695 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,812 shares; 2024Q4: 145,594 shares; 2025Q1: 139,117 shares; 2025Q2: 141,683 shares; 2025Q3: 145,115 shares; 2025Q4: 145,030 shares; 2026Q1: 155,810 shares 155,810 $7.38M 0.01% +10,780 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,424 shares; 2026Q1: 63,936 shares 63,936 $7.38M 0.01% -4,488 Timeline SMMV 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: 191,956 shares; 2024Q4: 188,402 shares; 2025Q1: 184,971 shares; 2025Q2: 177,992 shares; 2025Q3: 176,529 shares; 2025Q4: 171,766 shares; 2026Q1: 169,126 shares 169,126 $7.38M 0.01% -2,640 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,534 shares; 2025Q2: not reported; 2025Q3: 212,550 shares; 2025Q4: 4,850 shares; 2026Q1: 148,987 shares 148,987 $7.36M 0.01% +144,137 Timeline GSEW 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: 21,769 shares; 2024Q4: 22,919 shares; 2025Q1: 31,065 shares; 2025Q2: 50,262 shares; 2025Q3: 87,852 shares; 2025Q4: 67,035 shares; 2026Q1: 86,749 shares 86,749 $7.34M 0.01% +19,714 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 150,745 shares; 2025Q1: 150,889 shares; 2025Q2: 154,478 shares; 2025Q3: 106,604 shares; 2025Q4: 97,017 shares; 2026Q1: 35,923 shares 35,923 $7.32M 0.01% -61,094 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,725 shares; 2024Q4: 241,933 shares; 2025Q1: 262,279 shares; 2025Q2: 258,240 shares; 2025Q3: 255,992 shares; 2025Q4: 252,193 shares; 2026Q1: 267,092 shares 267,092 $7.31M 0.01% +14,899 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,860 shares; 2025Q2: 81,467 shares; 2025Q3: 176,465 shares; 2025Q4: 263,137 shares; 2026Q1: 268,466 shares 268,466 $7.29M 0.01% +5,329 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,518 shares; 2024Q4: 22,943 shares; 2025Q1: 24,404 shares; 2025Q2: 28,914 shares; 2025Q3: 29,525 shares; 2025Q4: 25,661 shares; 2026Q1: 24,653 shares 24,653 $7.28M 0.01% -1,008 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,294 shares; 2024Q4: 210,766 shares; 2025Q1: 252,981 shares; 2025Q2: 205,393 shares; 2025Q3: 189,484 shares; 2025Q4: 181,750 shares; 2026Q1: 198,809 shares 198,809 $7.27M 0.01% +17,059 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,404 shares; 2024Q4: 162,665 shares; 2025Q1: 171,402 shares; 2025Q2: 171,019 shares; 2025Q3: 179,625 shares; 2025Q4: 174,200 shares; 2026Q1: 162,142 shares 162,142 $7.26M 0.01% -12,058 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,117 shares; 2025Q2: 218,320 shares; 2025Q3: 222,162 shares; 2025Q4: 167,457 shares; 2026Q1: 178,059 shares 178,059 $7.25M 0.01% +10,602 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,213 shares; 2024Q4: 65,585 shares; 2025Q1: 75,650 shares; 2025Q2: 65,861 shares; 2025Q3: 64,632 shares; 2025Q4: 62,315 shares; 2026Q1: 62,776 shares 62,776 $7.25M 0.01% +461 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,972 shares; 2024Q4: 62,622 shares; 2025Q1: 61,751 shares; 2025Q2: 56,364 shares; 2025Q3: 45,572 shares; 2025Q4: 46,150 shares; 2026Q1: 39,641 shares 39,641 $7.23M 0.01% -6,509 Timeline TBJL 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: 752,198 shares; 2025Q3: 685,146 shares; 2025Q4: 499,963 shares; 2026Q1: 363,091 shares 363,091 $7.23M 0.01% -136,872 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,464 shares; 2024Q4: 54,197 shares; 2025Q1: 58,729 shares; 2025Q2: 79,494 shares; 2025Q3: 93,738 shares; 2025Q4: 111,323 shares; 2026Q1: 119,433 shares 119,433 $7.22M 0.01% +8,110 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 45,491 shares; 2025Q1: 47,622 shares; 2025Q2: 47,401 shares; 2025Q3: 47,544 shares; 2025Q4: 40,744 shares; 2026Q1: 39,978 shares 39,978 $7.2M 0.01% -766 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,920 shares; 2024Q4: 166,476 shares; 2025Q1: 159,753 shares; 2025Q2: 151,129 shares; 2025Q3: 116,199 shares; 2025Q4: 124,553 shares; 2026Q1: 126,007 shares 126,007 $7.16M 0.01% +1,454 Timeline PTNQ 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: 182,873 shares; 2024Q4: 192,367 shares; 2025Q1: 197,562 shares; 2025Q2: 179,441 shares; 2025Q3: 106,847 shares; 2025Q4: 98,252 shares; 2026Q1: 98,149 shares 98,149 $7.16M 0.01% -103 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 119,289 shares; 2025Q3: 123,568 shares; 2025Q4: 125,979 shares; 2026Q1: 148,405 shares 148,405 $7.14M 0.01% +22,426 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,640 shares; 2024Q4: 299,677 shares; 2025Q1: 358,112 shares; 2025Q2: 372,149 shares; 2025Q3: 391,183 shares; 2025Q4: 378,143 shares; 2026Q1: 349,044 shares 349,044 $7.14M 0.01% -29,099 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,023 shares; 2024Q4: 40,831 shares; 2025Q1: 226,418 shares; 2025Q2: 139,990 shares; 2025Q3: 138,274 shares; 2025Q4: 165,447 shares; 2026Q1: 74,599 shares 74,599 $7.14M 0.01% -90,848 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,648 shares; 2024Q4: 700,345 shares; 2025Q1: 603,994 shares; 2025Q2: 430,831 shares; 2025Q3: 171,648 shares; 2025Q4: 169,630 shares; 2026Q1: 118,333 shares 118,333 $7.13M 0.01% -51,297 Timeline SMMD 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: 129,811 shares; 2024Q4: 144,461 shares; 2025Q1: 132,164 shares; 2025Q2: 126,877 shares; 2025Q3: 108,489 shares; 2025Q4: 105,684 shares; 2026Q1: 93,234 shares 93,234 $7.12M 0.01% -12,450 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,425 shares; 2024Q4: 162,340 shares; 2025Q1: 160,713 shares; 2025Q2: 145,380 shares; 2025Q3: 129,831 shares; 2025Q4: 161,438 shares; 2026Q1: 148,921 shares 148,921 $7.1M 0.01% -12,517 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,246 shares; 2024Q4: 198,349 shares; 2025Q1: 244,484 shares; 2025Q2: 242,357 shares; 2025Q3: 235,917 shares; 2025Q4: 231,972 shares; 2026Q1: 246,884 shares 246,884 $7.1M 0.01% +14,912 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,314 shares; 2025Q3: 119,695 shares; 2025Q4: 185,434 shares; 2026Q1: 204,526 shares 204,526 $7.06M 0.01% +19,092 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,517 shares; 2024Q4: 107,053 shares; 2025Q1: 103,672 shares; 2025Q2: 117,478 shares; 2025Q3: 94,030 shares; 2025Q4: 94,544 shares; 2026Q1: 96,417 shares 96,417 $7.06M 0.01% +1,873 Timeline SLVP 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: 10,477 shares; 2024Q4: 16,102 shares; 2025Q1: 33,424 shares; 2025Q2: 10,145 shares; 2025Q3: 10,750 shares; 2025Q4: 70,879 shares; 2026Q1: 197,280 shares 197,280 $7M 0.01% +126,401 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,836 shares; 2024Q4: 54,921 shares; 2025Q1: 135,962 shares; 2025Q2: 417,459 shares; 2025Q3: 414,906 shares; 2025Q4: 312,009 shares; 2026Q1: 311,304 shares 311,304 $7M 0.01% -705 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,561 shares; 2024Q4: 173,071 shares; 2025Q1: 170,973 shares; 2025Q2: 150,875 shares; 2025Q3: 146,011 shares; 2025Q4: 165,771 shares; 2026Q1: 180,297 shares 180,297 $6.99M 0.01% +14,526 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 41,332 shares; 2025Q1: 33,905 shares; 2025Q2: 53,356 shares; 2025Q3: 67,714 shares; 2025Q4: 83,352 shares; 2026Q1: 87,191 shares 87,191 $6.98M 0.01% +3,839 Timeline BSJR 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: 38,150 shares; 2024Q4: 87,993 shares; 2025Q1: 200,254 shares; 2025Q2: 238,480 shares; 2025Q3: 259,260 shares; 2025Q4: 294,237 shares; 2026Q1: 311,983 shares 311,983 $6.98M 0.01% +17,746 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,007 shares; 2024Q4: 57,296 shares; 2025Q1: 64,346 shares; 2025Q2: 55,207 shares; 2025Q3: 69,939 shares; 2025Q4: 259,345 shares; 2026Q1: 277,409 shares 277,409 $6.97M 0.01% +18,064 Timeline EWZ 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: 14,976 shares; 2024Q4: 19,688 shares; 2025Q1: 16,050 shares; 2025Q2: 39,317 shares; 2025Q3: 36,983 shares; 2025Q4: 38,089 shares; 2026Q1: 181,104 shares 181,104 $6.95M 0.01% +143,015 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 26,731 shares; 2025Q1: 27,041 shares; 2025Q2: 14,025 shares; 2025Q3: 13,655 shares; 2025Q4: 14,198 shares; 2026Q1: 17,183 shares 17,183 $6.95M 0.01% +2,985 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,046 shares; 2025Q1: 20,756 shares; 2025Q2: 91,331 shares; 2025Q3: 165,527 shares; 2025Q4: 206,284 shares; 2026Q1: 223,107 shares 223,107 $6.94M 0.01% +16,823 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,291 shares; 2024Q4: 166,826 shares; 2025Q1: 165,287 shares; 2025Q2: 161,253 shares; 2025Q3: 155,368 shares; 2025Q4: 166,179 shares; 2026Q1: 161,364 shares 161,364 $6.94M 0.01% -4,815 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,903 shares; 2024Q4: 108,858 shares; 2025Q1: 129,521 shares; 2025Q2: 126,201 shares; 2025Q3: 153,943 shares; 2025Q4: 155,508 shares; 2026Q1: 166,751 shares 166,751 $6.93M 0.01% +11,243 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,008 shares; 2024Q4: 101,361 shares; 2025Q1: 105,967 shares; 2025Q2: 109,195 shares; 2025Q3: 84,537 shares; 2025Q4: 76,504 shares; 2026Q1: 63,168 shares 63,168 $6.91M 0.01% -13,336 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,931 shares; 2024Q4: 137,513 shares; 2025Q1: 134,933 shares; 2025Q2: 122,270 shares; 2025Q3: 129,541 shares; 2025Q4: 120,940 shares; 2026Q1: 116,259 shares 116,259 $6.88M 0.01% -4,681 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 7,322 shares; 2025Q1: 7,120 shares; 2025Q2: 7,209 shares; 2025Q3: 7,025 shares; 2025Q4: 6,934 shares; 2026Q1: 6,449 shares 6,449 $6.88M 0.01% -485 Timeline PBMR 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: 45,479 shares; 2024Q4: 45,081 shares; 2025Q1: 53,564 shares; 2025Q2: 53,856 shares; 2025Q3: 52,900 shares; 2025Q4: 48,694 shares; 2026Q1: 226,658 shares 226,658 $6.87M 0.01% +177,964 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,162 shares; 2024Q4: 78,815 shares; 2025Q1: 131,605 shares; 2025Q2: 129,021 shares; 2025Q3: 78,780 shares; 2025Q4: 80,073 shares; 2026Q1: 82,822 shares 82,822 $6.86M 0.01% +2,749 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,033 shares; 2024Q4: 57,072 shares; 2025Q1: 54,751 shares; 2025Q2: 53,097 shares; 2025Q3: 50,960 shares; 2025Q4: 52,414 shares; 2026Q1: 54,925 shares 54,925 $6.86M 0.01% +2,511 Timeline JHMB 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: 51,448 shares; 2024Q4: 164,851 shares; 2025Q1: 221,614 shares; 2025Q2: 247,150 shares; 2025Q3: 256,749 shares; 2025Q4: 276,147 shares; 2026Q1: 311,621 shares 311,621 $6.86M 0.01% +35,474 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,806 shares; 2026Q1: 273,912 shares 273,912 $6.84M 0.01% +27,106 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 12,292 shares; 2025Q1: 12,240 shares; 2025Q2: 12,124 shares; 2025Q3: 12,088 shares; 2025Q4: 12,526 shares; 2026Q1: 12,566 shares 12,566 $6.83M 0.01% +40 Timeline DDFO 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: 340,754 shares; 2026Q1: 318,500 shares 318,500 $6.83M 0.01% -22,254 Timeline INTF 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: 105,578 shares; 2024Q4: 99,711 shares; 2025Q1: 99,447 shares; 2025Q2: 91,289 shares; 2025Q3: 111,384 shares; 2025Q4: 135,151 shares; 2026Q1: 174,288 shares 174,288 $6.79M 0.01% +39,137 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,615 shares; 2024Q4: 113,727 shares; 2025Q1: 125,809 shares; 2025Q2: 141,243 shares; 2025Q3: 285,105 shares; 2025Q4: 148,514 shares; 2026Q1: 190,592 shares 190,592 $6.77M 0.01% +42,078 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,393 shares; 2024Q4: 106,214 shares; 2025Q1: 104,036 shares; 2025Q2: 105,941 shares; 2025Q3: 105,479 shares; 2025Q4: 103,190 shares; 2026Q1: 97,712 shares 97,712 $6.76M 0.01% -5,478 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,410 shares; 2024Q4: 187,358 shares; 2025Q1: 248,597 shares; 2025Q2: 282,299 shares; 2025Q3: 283,795 shares; 2025Q4: 299,198 shares; 2026Q1: 290,494 shares 290,494 $6.73M 0.01% -8,704 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,790 shares; 2024Q4: 104,075 shares; 2025Q1: 104,543 shares; 2025Q2: 103,063 shares; 2025Q3: 90,506 shares; 2025Q4: 89,506 shares; 2026Q1: 88,951 shares 88,951 $6.7M 0.01% -555 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,668 shares; 2024Q4: 20,809 shares; 2025Q1: 20,661 shares; 2025Q2: 26,870 shares; 2025Q3: 77,827 shares; 2025Q4: 101,847 shares; 2026Q1: 111,747 shares 111,747 $6.69M 0.01% +9,900 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,228 shares; 2025Q4: 158,838 shares; 2026Q1: 337,984 shares 337,984 $6.69M 0.01% +179,146 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 213,999 shares; 2025Q1: 196,651 shares; 2025Q2: 193,801 shares; 2025Q3: 188,123 shares; 2025Q4: 143,635 shares; 2026Q1: 137,647 shares 137,647 $6.67M 0.01% -5,988 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 20,199 shares; 2025Q1: 20,774 shares; 2025Q2: 55,698 shares; 2025Q3: 58,791 shares; 2025Q4: 20,686 shares; 2026Q1: 28,885 shares 28,885 $6.67M 0.01% +8,199 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,928 shares; 2026Q1: 184,176 shares 184,176 $6.67M 0.01% -5,752 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,898 shares; 2024Q4: 51,240 shares; 2025Q1: 51,074 shares; 2025Q2: 48,179 shares; 2025Q3: 48,004 shares; 2025Q4: 54,287 shares; 2026Q1: 59,252 shares 59,252 $6.66M 0.01% +4,965 Timeline OVLH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,704 shares; 2025Q3: 141,407 shares; 2025Q4: 151,124 shares; 2026Q1: 175,914 shares 175,914 $6.66M 0.01% +24,790 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,950 shares; 2024Q4: 147,492 shares; 2025Q1: 193,696 shares; 2025Q2: 177,023 shares; 2025Q3: 139,257 shares; 2025Q4: 125,765 shares; 2026Q1: 102,720 shares 102,720 $6.65M 0.01% -23,045 Timeline MARM 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: 484,781 shares; 2024Q4: 394,842 shares; 2025Q1: 223,373 shares; 2025Q2: 222,820 shares; 2025Q3: 207,088 shares; 2025Q4: 194,477 shares; 2026Q1: 198,582 shares 198,582 $6.65M 0.01% +4,105 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,895 shares; 2024Q4: 314,643 shares; 2025Q1: 358,615 shares; 2025Q2: 346,456 shares; 2025Q3: 375,462 shares; 2025Q4: 259,905 shares; 2026Q1: 356,219 shares 356,219 $6.65M 0.01% +96,314 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,082 shares; 2024Q4: 465,283 shares; 2025Q1: 313,105 shares; 2025Q2: 289,017 shares; 2025Q3: 328,185 shares; 2025Q4: 382,369 shares; 2026Q1: 349,676 shares 349,676 $6.64M 0.01% -32,693 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,322 shares; 2024Q4: 21,943 shares; 2025Q1: 20,649 shares; 2025Q2: 19,887 shares; 2025Q3: 18,654 shares; 2025Q4: 20,408 shares; 2026Q1: 17,088 shares 17,088 $6.63M 0.01% -3,320 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 21,677 shares; 2025Q1: 42,690 shares; 2025Q2: 68,467 shares; 2025Q3: 146,058 shares; 2025Q4: 197,480 shares; 2026Q1: 200,535 shares 200,535 $6.63M 0.01% +3,055 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,007 shares; 2024Q4: 113,118 shares; 2025Q1: 103,503 shares; 2025Q2: 160,405 shares; 2025Q3: 158,260 shares; 2025Q4: 158,356 shares; 2026Q1: 182,617 shares 182,617 $6.63M 0.01% +24,261 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,396 shares; 2024Q4: 92,813 shares; 2025Q1: 94,241 shares; 2025Q2: 111,665 shares; 2025Q3: 88,621 shares; 2025Q4: 72,298 shares; 2026Q1: 74,814 shares 74,814 $6.62M 0.01% +2,516 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,631 shares; 2024Q4: 314,841 shares; 2025Q1: 303,659 shares; 2025Q2: 263,040 shares; 2025Q3: 232,781 shares; 2025Q4: 204,713 shares; 2026Q1: 179,402 shares 179,402 $6.59M 0.01% -25,311 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,558 shares; 2024Q4: 224,399 shares; 2025Q1: 172,983 shares; 2025Q2: 145,806 shares; 2025Q3: 123,762 shares; 2025Q4: 109,717 shares; 2026Q1: 109,448 shares 109,448 $6.58M 0.01% -269 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 22,180 shares; 2025Q1: 39,420 shares; 2025Q2: 44,274 shares; 2025Q3: 39,991 shares; 2025Q4: 34,208 shares; 2026Q1: 17,309 shares 17,309 $6.58M 0.01% -16,899 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,724 shares; 2025Q1: 11,506 shares; 2025Q2: 13,983 shares; 2025Q3: 15,257 shares; 2025Q4: 13,554 shares; 2026Q1: 13,383 shares 13,383 $6.57M 0.01% -171 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,229 shares; 2024Q4: 65,296 shares; 2025Q1: 83,096 shares; 2025Q2: 82,791 shares; 2025Q3: 80,034 shares; 2025Q4: 75,449 shares; 2026Q1: 80,132 shares 80,132 $6.56M 0.01% +4,683 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,214 shares; 2024Q4: 99,583 shares; 2025Q1: 101,757 shares; 2025Q2: 111,296 shares; 2025Q3: 128,523 shares; 2025Q4: 183,697 shares; 2026Q1: 154,267 shares 154,267 $6.54M 0.01% -29,430 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,956 shares; 2024Q4: 106,761 shares; 2025Q1: 108,767 shares; 2025Q2: 106,061 shares; 2025Q3: 103,934 shares; 2025Q4: 106,787 shares; 2026Q1: 109,924 shares 109,924 $6.51M 0.01% +3,137 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,811 shares; 2024Q4: 149,117 shares; 2025Q1: 124,689 shares; 2025Q2: 126,453 shares; 2025Q3: 160,107 shares; 2025Q4: 135,567 shares; 2026Q1: 125,640 shares 125,640 $6.51M 0.01% -9,927 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,059 shares; 2025Q1: 55,701 shares; 2025Q2: 257,777 shares; 2025Q3: 266,812 shares; 2025Q4: 296,334 shares; 2026Q1: 301,831 shares 301,831 $6.5M 0.01% +5,497 Timeline JUNM 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: 242,326 shares; 2024Q4: 228,331 shares; 2025Q1: 216,177 shares; 2025Q2: 217,117 shares; 2025Q3: 205,676 shares; 2025Q4: 199,639 shares; 2026Q1: 189,357 shares 189,357 $6.49M 0.01% -10,282 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,215 shares; 2024Q4: 63,018 shares; 2025Q1: 58,517 shares; 2025Q2: 85,566 shares; 2025Q3: 112,440 shares; 2025Q4: 115,794 shares; 2026Q1: 122,012 shares 122,012 $6.48M 0.01% +6,218 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,182 shares; 2024Q4: 30,465 shares; 2025Q1: 34,708 shares; 2025Q2: 22,957 shares; 2025Q3: 23,402 shares; 2025Q4: 36,579 shares; 2026Q1: 31,412 shares 31,412 $6.47M 0.01% -5,167 Timeline EVSD 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: 12,237 shares; 2024Q4: 12,135 shares; 2025Q1: 14,828 shares; 2025Q2: 16,816 shares; 2025Q3: 19,735 shares; 2025Q4: 41,771 shares; 2026Q1: 126,982 shares 126,982 $6.47M 0.01% +85,211 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,178 shares; 2024Q4: 168,289 shares; 2025Q1: 212,041 shares; 2025Q2: 186,072 shares; 2025Q3: 199,524 shares; 2025Q4: 199,463 shares; 2026Q1: 200,441 shares 200,441 $6.46M 0.01% +978 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,120 shares; 2024Q4: 36,319 shares; 2025Q1: 61,025 shares; 2025Q2: 54,155 shares; 2025Q3: 52,312 shares; 2025Q4: 67,448 shares; 2026Q1: 123,694 shares 123,694 $6.46M 0.01% +56,246 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 40,544 shares; 2025Q1: 50,805 shares; 2025Q2: 44,578 shares; 2025Q3: 47,918 shares; 2025Q4: 43,422 shares; 2026Q1: 32,702 shares 32,702 $6.45M 0.01% -10,720 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603,020 shares; 2024Q4: 513,309 shares; 2025Q1: 474,384 shares; 2025Q2: 36,901 shares; 2025Q3: 582,132 shares; 2025Q4: 536,076 shares; 2026Q1: 181,493 shares 181,493 $6.45M 0.01% -354,583 Timeline ZROZ 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: 116,573 shares; 2024Q4: 114,401 shares; 2025Q1: 111,419 shares; 2025Q2: 142,423 shares; 2025Q3: 141,664 shares; 2025Q4: 115,780 shares; 2026Q1: 100,602 shares 100,602 $6.44M 0.01% -15,178 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,760 shares; 2024Q4: 124,886 shares; 2025Q1: 125,656 shares; 2025Q2: 142,475 shares; 2025Q3: 124,085 shares; 2025Q4: 125,680 shares; 2026Q1: 155,469 shares 155,469 $6.39M 0.01% +29,789 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,890 shares; 2024Q4: 411,532 shares; 2025Q1: 492,182 shares; 2025Q2: 475,926 shares; 2025Q3: 126,759 shares; 2025Q4: 97,469 shares; 2026Q1: 119,106 shares 119,106 $6.36M 0.01% +21,637 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,581 shares; 2024Q4: 54,594 shares; 2025Q1: 76,516 shares; 2025Q2: 95,458 shares; 2025Q3: 189,537 shares; 2025Q4: 269,085 shares; 2026Q1: 293,132 shares 293,132 $6.36M 0.01% +24,047 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,707 shares; 2024Q4: 245,564 shares; 2025Q1: 307,934 shares; 2025Q2: 300,902 shares; 2025Q3: 285,027 shares; 2025Q4: 285,315 shares; 2026Q1: 280,230 shares 280,230 $6.35M 0.01% -5,085 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,788 shares; 2024Q4: 60,803 shares; 2025Q1: 58,505 shares; 2025Q2: 59,079 shares; 2025Q3: 58,418 shares; 2025Q4: 49,129 shares; 2026Q1: 48,368 shares 48,368 $6.35M 0.01% -761 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,477 shares; 2024Q4: 161,454 shares; 2025Q1: 158,382 shares; 2025Q2: 152,969 shares; 2025Q3: 146,087 shares; 2025Q4: 136,063 shares; 2026Q1: 131,654 shares 131,654 $6.34M 0.01% -4,409 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,601 shares; 2024Q4: 116,328 shares; 2025Q1: 115,573 shares; 2025Q2: 120,689 shares; 2025Q3: 124,102 shares; 2025Q4: 516,804 shares; 2026Q1: 500,506 shares 500,506 $6.34M 0.01% -16,298 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,134 shares; 2024Q4: 35,418 shares; 2025Q1: 35,083 shares; 2025Q2: 68,624 shares; 2025Q3: 83,161 shares; 2025Q4: 89,284 shares; 2026Q1: 94,566 shares 94,566 $6.34M 0.01% +5,282 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,601 shares; 2025Q1: 26,498 shares; 2025Q2: 36,665 shares; 2025Q3: 55,546 shares; 2025Q4: 53,643 shares; 2026Q1: 67,433 shares 67,433 $6.33M 0.01% +13,790 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,175 shares; 2025Q3: 87,451 shares; 2025Q4: 94,017 shares; 2026Q1: 106,615 shares 106,615 $6.31M 0.01% +12,598 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,373 shares; 2024Q4: 34,788 shares; 2025Q1: 34,508 shares; 2025Q2: 33,514 shares; 2025Q3: 39,011 shares; 2025Q4: 30,669 shares; 2026Q1: 32,099 shares 32,099 $6.29M 0.01% +1,430 Timeline BMAR 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: 131,160 shares; 2024Q4: 119,804 shares; 2025Q1: 132,014 shares; 2025Q2: 134,891 shares; 2025Q3: 125,879 shares; 2025Q4: 117,050 shares; 2026Q1: 119,853 shares 119,853 $6.29M 0.01% +2,803 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,973 shares; 2024Q4: 67,340 shares; 2025Q1: 64,835 shares; 2025Q2: 62,788 shares; 2025Q3: 59,080 shares; 2025Q4: 56,985 shares; 2026Q1: 58,471 shares 58,471 $6.28M 0.01% +1,486 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,932 shares; 2024Q4: 100,721 shares; 2025Q1: 98,587 shares; 2025Q2: 94,042 shares; 2025Q3: 91,518 shares; 2025Q4: 92,118 shares; 2026Q1: 98,072 shares 98,072 $6.27M 0.01% +5,954 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,832 shares; 2024Q4: 58,894 shares; 2025Q1: 72,723 shares; 2025Q2: 105,648 shares; 2025Q3: 99,852 shares; 2025Q4: 130,785 shares; 2026Q1: 300,752 shares 300,752 $6.24M 0.01% +169,967 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,691 shares; 2024Q4: 75,994 shares; 2025Q1: 72,756 shares; 2025Q2: 75,579 shares; 2025Q3: 70,584 shares; 2025Q4: 113,908 shares; 2026Q1: 112,030 shares 112,030 $6.24M 0.01% -1,878 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,348 shares; 2024Q4: 173,235 shares; 2025Q1: 173,416 shares; 2025Q2: 164,588 shares; 2025Q3: 151,366 shares; 2025Q4: 151,614 shares; 2026Q1: 137,302 shares 137,302 $6.23M 0.01% -14,312 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,862 shares; 2024Q4: 171,798 shares; 2025Q1: 171,050 shares; 2025Q2: 170,171 shares; 2025Q3: 139,902 shares; 2025Q4: 129,301 shares; 2026Q1: 131,919 shares 131,919 $6.22M 0.01% +2,618 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,440 shares; 2024Q4: 172,653 shares; 2025Q1: 191,222 shares; 2025Q2: 187,194 shares; 2025Q3: 181,305 shares; 2025Q4: 154,911 shares; 2026Q1: 155,053 shares 155,053 $6.19M 0.01% +142 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 19,053 shares; 2025Q1: 38,273 shares; 2025Q2: 52,054 shares; 2025Q3: 62,888 shares; 2025Q4: 76,654 shares; 2026Q1: 157,363 shares 157,363 $6.18M 0.01% +80,709 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,218 shares; 2024Q4: 185,846 shares; 2025Q1: 408,449 shares; 2025Q2: 460,926 shares; 2025Q3: 222,633 shares; 2025Q4: 169,155 shares; 2026Q1: 166,423 shares 166,423 $6.16M 0.01% -2,732 Timeline HISF 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: 17,455 shares; 2024Q4: 27,460 shares; 2025Q1: 55,248 shares; 2025Q2: 63,968 shares; 2025Q3: 93,741 shares; 2025Q4: 129,548 shares; 2026Q1: 138,826 shares 138,826 $6.16M 0.01% +9,278 Timeline ACYN 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: 301,687 shares 301,687 $6.15M 0.01% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,661 shares; 2024Q4: 61,808 shares; 2025Q1: 66,862 shares; 2025Q2: 65,006 shares; 2025Q3: 69,214 shares; 2025Q4: 81,662 shares; 2026Q1: 87,755 shares 87,755 $6.13M 0.01% +6,093 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 21,302 shares; 2025Q1: 16,835 shares; 2025Q2: 16,061 shares; 2025Q3: 16,071 shares; 2025Q4: 18,684 shares; 2026Q1: 11,611 shares 11,611 $6.07M 0.01% -7,073 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,592 shares; 2024Q4: 613,757 shares; 2025Q1: 637,601 shares; 2025Q2: 565,861 shares; 2025Q3: 541,626 shares; 2025Q4: 554,988 shares; 2026Q1: 565,059 shares 565,059 $6.07M 0.01% +10,071 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,511 shares; 2024Q4: 24,378 shares; 2025Q1: 24,031 shares; 2025Q2: 24,443 shares; 2025Q3: 27,752 shares; 2025Q4: 26,971 shares; 2026Q1: 25,348 shares 25,348 $6.07M 0.01% -1,623 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,046 shares; 2024Q4: 23,306 shares; 2025Q1: 24,796 shares; 2025Q2: 25,017 shares; 2025Q3: 22,682 shares; 2025Q4: 17,138 shares; 2026Q1: 17,145 shares 17,145 $6.07M 0.01% +7 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,075 shares; 2024Q4: 67,739 shares; 2025Q1: 57,425 shares; 2025Q2: 77,060 shares; 2025Q3: 62,806 shares; 2025Q4: 53,907 shares; 2026Q1: 87,422 shares 87,422 $6.06M 0.01% +33,515 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,481 shares; 2024Q4: 24,191 shares; 2025Q1: 25,681 shares; 2025Q2: 28,354 shares; 2025Q3: 27,633 shares; 2025Q4: 25,088 shares; 2026Q1: 26,137 shares 26,137 $6.06M 0.01% +1,049 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,822 shares; 2024Q4: 175,308 shares; 2025Q1: 131,793 shares; 2025Q2: 135,446 shares; 2025Q3: 136,700 shares; 2025Q4: 127,104 shares; 2026Q1: 134,561 shares 134,561 $6.06M 0.01% +7,457 Timeline UAUG 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: 174,604 shares; 2024Q4: 173,782 shares; 2025Q1: 155,184 shares; 2025Q2: 152,738 shares; 2025Q3: 162,676 shares; 2025Q4: 161,033 shares; 2026Q1: 154,058 shares 154,058 $6.06M 0.01% -6,975 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 23,100 shares; 2025Q1: 24,269 shares; 2025Q2: 20,322 shares; 2025Q3: 18,718 shares; 2025Q4: 18,444 shares; 2026Q1: 21,462 shares 21,462 $6.06M 0.01% +3,018 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,252 shares; 2024Q4: 127,955 shares; 2025Q1: 154,201 shares; 2025Q2: 164,990 shares; 2025Q3: 156,261 shares; 2025Q4: 156,681 shares; 2026Q1: 153,566 shares 153,566 $6.06M 0.01% -3,115 Timeline MEDI 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: 200,783 shares; 2024Q4: 215,374 shares; 2025Q1: 216,781 shares; 2025Q2: 200,834 shares; 2025Q3: 207,933 shares; 2025Q4: 213,093 shares; 2026Q1: 206,037 shares 206,037 $6.04M 0.01% -7,056 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,079 shares; 2024Q4: 68,816 shares; 2025Q1: 139,320 shares; 2025Q2: 141,524 shares; 2025Q3: 114,331 shares; 2025Q4: 110,968 shares; 2026Q1: 166,122 shares 166,122 $6.03M 0.01% +55,154 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,200 shares; 2024Q4: 409,771 shares; 2025Q1: 406,472 shares; 2025Q2: 254,094 shares; 2025Q3: 409,643 shares; 2025Q4: 230,151 shares; 2026Q1: 295,406 shares 295,406 $6.03M 0.01% +65,255 Timeline SILJ 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: 596,267 shares; 2024Q4: 639,669 shares; 2025Q1: 474,920 shares; 2025Q2: 428,902 shares; 2025Q3: 167,902 shares; 2025Q4: 202,261 shares; 2026Q1: 202,794 shares 202,794 $6.03M 0.01% +533 Timeline AVSC 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: 46,260 shares; 2024Q4: 51,329 shares; 2025Q1: 61,250 shares; 2025Q2: 63,155 shares; 2025Q3: 54,126 shares; 2025Q4: 92,826 shares; 2026Q1: 96,688 shares 96,688 $6.02M 0.01% +3,862 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,201 shares; 2024Q4: 168,637 shares; 2025Q1: 163,933 shares; 2025Q2: 189,832 shares; 2025Q3: 183,834 shares; 2025Q4: 170,634 shares; 2026Q1: 151,398 shares 151,398 $6.02M 0.01% -19,236 Timeline SKOR 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: 4,550 shares; 2024Q4: not reported; 2025Q1: 18,076 shares; 2025Q2: 18,390 shares; 2025Q3: 28,057 shares; 2025Q4: 30,189 shares; 2026Q1: 123,771 shares 123,771 $6.02M 0.01% +93,582 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 23,469 shares; 2025Q1: 26,717 shares; 2025Q2: 24,894 shares; 2025Q3: 20,777 shares; 2025Q4: 19,330 shares; 2026Q1: 18,422 shares 18,422 $6.01M 0.01% -908 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,138 shares; 2025Q2: 16,654 shares; 2025Q3: 18,029 shares; 2025Q4: 20,733 shares; 2026Q1: 128,439 shares 128,439 $6M 0.01% +107,706 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,037 shares; 2024Q4: 189,112 shares; 2025Q1: 175,768 shares; 2025Q2: 172,303 shares; 2025Q3: 186,711 shares; 2025Q4: 182,001 shares; 2026Q1: 180,285 shares 180,285 $5.99M 0.01% -1,716 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 27,626 shares; 2025Q1: 29,053 shares; 2025Q2: 28,724 shares; 2025Q3: 27,611 shares; 2025Q4: 23,961 shares; 2026Q1: 28,600 shares 28,600 $5.96M 0.01% +4,639 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,737 shares; 2024Q4: 50,995 shares; 2025Q1: 49,738 shares; 2025Q2: 49,987 shares; 2025Q3: 46,027 shares; 2025Q4: 37,396 shares; 2026Q1: 30,109 shares 30,109 $5.96M 0.01% -7,287 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,477 shares; 2024Q4: 124,662 shares; 2025Q1: 142,272 shares; 2025Q2: 142,861 shares; 2025Q3: 148,050 shares; 2025Q4: 102,248 shares; 2026Q1: 108,303 shares 108,303 $5.95M 0.01% +6,055 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,711 shares; 2024Q4: 59,708 shares; 2025Q1: 63,386 shares; 2025Q2: 61,550 shares; 2025Q3: 62,633 shares; 2025Q4: 63,304 shares; 2026Q1: 53,549 shares 53,549 $5.93M 0.01% -9,755 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 7,341 shares; 2025Q1: 8,668 shares; 2025Q2: 14,301 shares; 2025Q3: 50,040 shares; 2025Q4: 72,565 shares; 2026Q1: 116,987 shares 116,987 $5.93M 0.01% +44,422 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: not reported; 2025Q1: 12,930 shares; 2025Q2: 15,823 shares; 2025Q3: 16,671 shares; 2025Q4: 164,691 shares; 2026Q1: 165,201 shares 165,201 $5.93M 0.01% +510 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,292 shares; 2024Q4: 73,682 shares; 2025Q1: 74,034 shares; 2025Q2: 74,346 shares; 2025Q3: 70,981 shares; 2025Q4: 37,557 shares; 2026Q1: 45,572 shares 45,572 $5.92M 0.01% +8,015 Timeline SUSL 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: 56,743 shares; 2024Q4: 56,574 shares; 2025Q1: 55,455 shares; 2025Q2: 57,611 shares; 2025Q3: 61,099 shares; 2025Q4: 55,787 shares; 2026Q1: 51,996 shares 51,996 $5.91M 0.01% -3,791 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,891 shares; 2024Q4: 437,088 shares; 2025Q1: 459,602 shares; 2025Q2: 407,645 shares; 2025Q3: 344,145 shares; 2025Q4: 249,421 shares; 2026Q1: 262,024 shares 262,024 $5.89M 0.01% +12,603 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,260 shares; 2024Q4: 150,945 shares; 2025Q1: 187,976 shares; 2025Q2: 184,032 shares; 2025Q3: 142,497 shares; 2025Q4: 141,187 shares; 2026Q1: 139,342 shares 139,342 $5.86M 0.01% -1,845 Timeline FUMB 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: 216,820 shares; 2024Q4: 222,274 shares; 2025Q1: 220,737 shares; 2025Q2: 222,217 shares; 2025Q3: 216,128 shares; 2025Q4: 223,399 shares; 2026Q1: 291,453 shares 291,453 $5.84M 0.01% +68,054 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,370 shares; 2024Q4: 407,266 shares; 2025Q1: 281,329 shares; 2025Q2: 315,350 shares; 2025Q3: 272,463 shares; 2025Q4: 280,319 shares; 2026Q1: 284,904 shares 284,904 $5.84M 0.01% +4,585 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 14,650 shares; 2025Q1: 17,455 shares; 2025Q2: 15,850 shares; 2025Q3: 24,417 shares; 2025Q4: 60,748 shares; 2026Q1: 66,269 shares 66,269 $5.83M 0.01% +5,521 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 131,101 shares; 2025Q1: 130,998 shares; 2025Q2: 158,425 shares; 2025Q3: 158,558 shares; 2025Q4: 137,305 shares; 2026Q1: 136,910 shares 136,910 $5.83M 0.01% -395 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,244 shares; 2024Q4: 115,897 shares; 2025Q1: 109,494 shares; 2025Q2: 104,863 shares; 2025Q3: 107,243 shares; 2025Q4: 96,827 shares; 2026Q1: 93,064 shares 93,064 $5.83M 0.01% -3,763 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 74,858 shares; 2025Q1: 82,402 shares; 2025Q2: 88,264 shares; 2025Q3: 102,258 shares; 2025Q4: 114,249 shares; 2026Q1: 140,637 shares 140,637 $5.82M 0.01% +26,388 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,959 shares; 2024Q4: 220,527 shares; 2025Q1: 257,267 shares; 2025Q2: 265,724 shares; 2025Q3: 290,577 shares; 2025Q4: 259,314 shares; 2026Q1: 268,985 shares 268,985 $5.79M 0.01% +9,671 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,370 shares; 2026Q1: 254,753 shares 254,753 $5.79M 0.01% +94,383 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,893 shares; 2024Q4: 31,793 shares; 2025Q1: 32,681 shares; 2025Q2: 36,346 shares; 2025Q3: 35,441 shares; 2025Q4: 33,772 shares; 2026Q1: 32,107 shares 32,107 $5.77M 0.01% -1,665 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,916 shares; 2024Q4: 26,903 shares; 2025Q1: 23,768 shares; 2025Q2: 25,109 shares; 2025Q3: 25,906 shares; 2025Q4: 25,768 shares; 2026Q1: 17,879 shares 17,879 $5.77M 0.01% -7,889 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,974 shares; 2024Q4: 62,177 shares; 2025Q1: 65,453 shares; 2025Q2: 67,102 shares; 2025Q3: 58,652 shares; 2025Q4: 56,612 shares; 2026Q1: 45,403 shares 45,403 $5.73M 0.01% -11,209 Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: 28,596 shares; 2025Q2: 37,688 shares; 2025Q3: 56,338 shares; 2025Q4: 101,252 shares; 2026Q1: 164,391 shares 164,391 $5.71M 0.01% +63,139 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,258 shares; 2025Q1: 56,329 shares; 2025Q2: 94,467 shares; 2025Q3: 130,636 shares; 2025Q4: 138,089 shares; 2026Q1: 139,227 shares 139,227 $5.69M 0.01% +1,138 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,457 shares; 2024Q4: 86,353 shares; 2025Q1: 82,955 shares; 2025Q2: 82,517 shares; 2025Q3: 69,290 shares; 2025Q4: 74,758 shares; 2026Q1: 81,961 shares 81,961 $5.69M 0.01% +7,203 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,346 shares; 2024Q4: 77,260 shares; 2025Q1: 74,536 shares; 2025Q2: 61,925 shares; 2025Q3: 89,871 shares; 2025Q4: 90,311 shares; 2026Q1: 255,232 shares 255,232 $5.68M 0.01% +164,921 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,592 shares; 2025Q2: 79,851 shares; 2025Q3: 66,954 shares; 2025Q4: 68,295 shares; 2026Q1: 80,892 shares 80,892 $5.67M 0.01% +12,597 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 21,784 shares; 2025Q1: 22,262 shares; 2025Q2: 28,283 shares; 2025Q3: 23,714 shares; 2025Q4: 21,196 shares; 2026Q1: 20,420 shares 20,420 $5.67M 0.01% -776 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,377 shares; 2024Q4: 238,980 shares; 2025Q1: 234,532 shares; 2025Q2: 215,827 shares; 2025Q3: 204,138 shares; 2025Q4: 185,326 shares; 2026Q1: 112,803 shares 112,803 $5.64M 0.01% -72,523 Timeline JULT 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: 175,808 shares; 2024Q4: 179,077 shares; 2025Q1: 172,248 shares; 2025Q2: 172,030 shares; 2025Q3: 283,336 shares; 2025Q4: 144,827 shares; 2026Q1: 127,994 shares 127,994 $5.63M 0.01% -16,833 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 126,510 shares; 2025Q1: 116,457 shares; 2025Q2: 111,841 shares; 2025Q3: 104,251 shares; 2025Q4: 170,103 shares; 2026Q1: 145,288 shares 145,288 $5.61M 0.01% -24,815 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,944 shares; 2024Q4: 51,771 shares; 2025Q1: 105,784 shares; 2025Q2: 109,602 shares; 2025Q3: 93,360 shares; 2025Q4: 97,949 shares; 2026Q1: 102,314 shares 102,314 $5.61M 0.01% +4,365 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,085 shares; 2024Q4: 97,830 shares; 2025Q1: 101,849 shares; 2025Q2: 97,299 shares; 2025Q3: 142,288 shares; 2025Q4: 137,518 shares; 2026Q1: 87,317 shares 87,317 $5.61M 0.01% -50,201 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,018 shares; 2025Q1: 1,974 shares; 2025Q2: 2,162 shares; 2025Q3: 1,857 shares; 2025Q4: 1,766 shares; 2026Q1: 1,653 shares 1,653 $5.58M 0.01% -113 Timeline TMSL 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: 36,467 shares; 2024Q4: 57,491 shares; 2025Q1: 74,519 shares; 2025Q2: 106,496 shares; 2025Q3: 104,568 shares; 2025Q4: 130,328 shares; 2026Q1: 152,060 shares 152,060 $5.58M 0.01% +21,732 Timeline DGRS 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: 93,057 shares; 2024Q4: 105,647 shares; 2025Q1: 111,211 shares; 2025Q2: 111,726 shares; 2025Q3: 109,372 shares; 2025Q4: 101,290 shares; 2026Q1: 104,912 shares 104,912 $5.56M 0.01% +3,622 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,013 shares; 2024Q4: 587,666 shares; 2025Q1: 582,368 shares; 2025Q2: 466,935 shares; 2025Q3: 475,563 shares; 2025Q4: 460,457 shares; 2026Q1: 460,069 shares 460,069 $5.54M 0.01% -388 Timeline MAGS 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: 198,945 shares; 2024Q4: 214,396 shares; 2025Q1: 214,483 shares; 2025Q2: 218,880 shares; 2025Q3: 237,227 shares; 2025Q4: 237,341 shares; 2026Q1: 95,585 shares 95,585 $5.54M 0.01% -141,756 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,757 shares; 2024Q4: 106,317 shares; 2025Q1: 101,956 shares; 2025Q2: 87,807 shares; 2025Q3: 131,674 shares; 2025Q4: 136,141 shares; 2026Q1: 136,621 shares 136,621 $5.54M 0.01% +480 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991,746 shares; 2024Q4: 986,916 shares; 2025Q1: 1,082,365 shares; 2025Q2: 932,377 shares; 2025Q3: 643,326 shares; 2025Q4: 496,061 shares; 2026Q1: 458,924 shares 458,924 $5.53M 0.01% -37,137 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703,325 shares; 2026Q1: 557,685 shares 557,685 $5.52M 0.01% -145,640 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 8,139 shares; 2025Q2: 9,252 shares; 2025Q3: 10,510 shares; 2025Q4: 11,167 shares; 2026Q1: 10,126 shares 10,126 $5.51M 0.01% -1,041 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,048 shares; 2024Q4: 77,668 shares; 2025Q1: 65,903 shares; 2025Q2: 65,809 shares; 2025Q3: 63,339 shares; 2025Q4: 63,600 shares; 2026Q1: 61,132 shares 61,132 $5.51M 0.01% -2,468 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 39,400 shares; 2025Q1: 39,488 shares; 2025Q2: 35,769 shares; 2025Q3: 28,458 shares; 2025Q4: 22,417 shares; 2026Q1: 27,386 shares 27,386 $5.5M 0.01% +4,969 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,418 shares; 2024Q4: 125,079 shares; 2025Q1: 124,747 shares; 2025Q2: 98,475 shares; 2025Q3: 85,046 shares; 2025Q4: 87,743 shares; 2026Q1: 75,594 shares 75,594 $5.5M 0.01% -12,149 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,037 shares; 2026Q1: 754,913 shares 754,913 $5.5M 0.01% +659,876 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 72,091 shares; 2025Q1: 74,565 shares; 2025Q2: 60,674 shares; 2025Q3: 45,449 shares; 2025Q4: 33,489 shares; 2026Q1: 34,927 shares 34,927 $5.5M 0.01% +1,438 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,554 shares; 2024Q4: 45,028 shares; 2025Q1: 44,030 shares; 2025Q2: 45,684 shares; 2025Q3: 45,895 shares; 2025Q4: 45,803 shares; 2026Q1: 45,000 shares 45,000 $5.49M 0.01% -803 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,193 shares; 2024Q4: 312,357 shares; 2025Q1: 330,420 shares; 2025Q2: 310,266 shares; 2025Q3: 292,980 shares; 2025Q4: 286,989 shares; 2026Q1: 159,241 shares 159,241 $5.48M 0.01% -127,748 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,876 shares; 2024Q4: 143,987 shares; 2025Q1: 146,500 shares; 2025Q2: 149,589 shares; 2025Q3: 186,308 shares; 2025Q4: 364,201 shares; 2026Q1: 384,826 shares 384,826 $5.48M 0.01% +20,625 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,771 shares; 2024Q4: 101,216 shares; 2025Q1: 90,316 shares; 2025Q2: 87,045 shares; 2025Q3: 122,891 shares; 2025Q4: 199,110 shares; 2026Q1: 273,172 shares 273,172 $5.45M 0.01% +74,062 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,354 shares; 2024Q4: 106,095 shares; 2025Q1: 105,479 shares; 2025Q2: 99,823 shares; 2025Q3: 92,345 shares; 2025Q4: 90,574 shares; 2026Q1: 79,675 shares 79,675 $5.45M 0.01% -10,899 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,270 shares; 2024Q4: 43,437 shares; 2025Q1: 43,088 shares; 2025Q2: 39,178 shares; 2025Q3: 40,380 shares; 2025Q4: 34,899 shares; 2026Q1: 36,941 shares 36,941 $5.45M 0.01% +2,042 Timeline ZFEB 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: 308,258 shares; 2025Q2: 187,165 shares; 2025Q3: 140,150 shares; 2025Q4: 136,257 shares; 2026Q1: 213,775 shares 213,775 $5.43M 0.01% +77,518 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,672 shares; 2024Q4: 140,396 shares; 2025Q1: 120,588 shares; 2025Q2: 132,696 shares; 2025Q3: 102,423 shares; 2025Q4: 99,963 shares; 2026Q1: 99,230 shares 99,230 $5.42M 0.01% -733 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,224 shares; 2025Q4: 3,973 shares; 2026Q1: 103,096 shares 103,096 $5.41M 0.01% +99,123 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,718 shares; 2024Q4: 76,226 shares; 2025Q1: 93,978 shares; 2025Q2: 104,879 shares; 2025Q3: 107,536 shares; 2025Q4: 116,322 shares; 2026Q1: 110,569 shares 110,569 $5.4M 0.01% -5,753 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,590 shares; 2024Q4: 176,446 shares; 2025Q1: 172,477 shares; 2025Q2: 153,001 shares; 2025Q3: 173,878 shares; 2025Q4: 168,803 shares; 2026Q1: 159,878 shares 159,878 $5.4M 0.01% -8,925 Timeline LALT 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: 73,688 shares; 2024Q4: 80,099 shares; 2025Q1: 100,192 shares; 2025Q2: 122,058 shares; 2025Q3: 104,748 shares; 2025Q4: 215,240 shares; 2026Q1: 220,784 shares 220,784 $5.37M 0.01% +5,544 Timeline ZDEK 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: 161,989 shares; 2025Q1: 183,500 shares; 2025Q2: 189,683 shares; 2025Q3: 164,995 shares; 2025Q4: 202,182 shares; 2026Q1: 209,233 shares 209,233 $5.36M 0.01% +7,051 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,580 shares; 2025Q1: 9,969 shares; 2025Q2: 61,768 shares; 2025Q3: 48,103 shares; 2025Q4: 92,080 shares; 2026Q1: 112,435 shares 112,435 $5.32M 0.01% +20,355 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 6,897 shares; 2025Q1: 7,172 shares; 2025Q2: 7,485 shares; 2025Q3: 7,394 shares; 2025Q4: 6,889 shares; 2026Q1: 5,424 shares 5,424 $5.32M 0.01% -1,465 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,503 shares; 2025Q1: 4,386 shares; 2025Q2: 18,912 shares; 2025Q3: 17,678 shares; 2025Q4: 14,600 shares; 2026Q1: 14,844 shares 14,844 $5.31M 0.01% +244 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,968 shares; 2024Q4: 434,734 shares; 2025Q1: 436,252 shares; 2025Q2: 297,363 shares; 2025Q3: 295,087 shares; 2025Q4: 281,080 shares; 2026Q1: 264,799 shares 264,799 $5.31M 0.01% -16,281 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 7,219 shares; 2025Q4: 29,298 shares; 2026Q1: 54,147 shares 54,147 $5.29M 0.01% +24,849 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,894 shares; 2024Q4: 146,766 shares; 2025Q1: 161,894 shares; 2025Q2: 178,056 shares; 2025Q3: 174,178 shares; 2025Q4: 183,067 shares; 2026Q1: 198,543 shares 198,543 $5.29M 0.01% +15,476 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,277 shares; 2026Q1: 58,073 shares 58,073 $5.28M 0.01% -5,204 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,899 shares; 2024Q4: 12,273 shares; 2025Q1: 12,762 shares; 2025Q2: 16,665 shares; 2025Q3: 16,338 shares; 2025Q4: 16,098 shares; 2026Q1: 17,776 shares 17,776 $5.27M 0.01% +1,678 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,101 shares; 2024Q4: 110,312 shares; 2025Q1: 111,738 shares; 2025Q2: 111,935 shares; 2025Q3: 109,376 shares; 2025Q4: 109,129 shares; 2026Q1: 110,973 shares 110,973 $5.27M 0.01% +1,844 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 12,055 shares; 2025Q1: 11,836 shares; 2025Q2: 16,287 shares; 2025Q3: 15,861 shares; 2025Q4: 15,723 shares; 2026Q1: 16,100 shares 16,100 $5.26M 0.01% +377 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,047 shares; 2024Q4: 340,659 shares; 2025Q1: 340,885 shares; 2025Q2: 216,882 shares; 2025Q3: 166,798 shares; 2025Q4: 117,260 shares; 2026Q1: 109,282 shares 109,282 $5.26M 0.01% -7,978 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,489 shares; 2024Q4: 69,591 shares; 2025Q1: 34,487 shares; 2025Q2: 108,394 shares; 2025Q3: 129,256 shares; 2025Q4: 137,674 shares; 2026Q1: 145,093 shares 145,093 $5.25M 0.01% +7,419 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,585 shares; 2024Q4: 138,298 shares; 2025Q1: 136,739 shares; 2025Q2: 135,709 shares; 2025Q3: 92,499 shares; 2025Q4: 81,120 shares; 2026Q1: 78,887 shares 78,887 $5.23M 0.01% -2,233 Timeline JANH 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: 9,609 shares; 2025Q2: 74,884 shares; 2025Q3: 75,409 shares; 2025Q4: 10,713 shares; 2026Q1: 218,000 shares 218,000 $5.23M 0.01% +207,287 Timeline DFAW 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: 47,418 shares; 2024Q4: 49,440 shares; 2025Q1: 53,017 shares; 2025Q2: 61,429 shares; 2025Q3: 66,410 shares; 2025Q4: 66,912 shares; 2026Q1: 70,666 shares 70,666 $5.21M 0.01% +3,754 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,432 shares; 2024Q4: 141,598 shares; 2025Q1: 382,729 shares; 2025Q2: 400,149 shares; 2025Q3: 427,959 shares; 2025Q4: 356,078 shares; 2026Q1: 362,323 shares 362,323 $5.21M 0.01% +6,245 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,997 shares; 2024Q4: 152,736 shares; 2025Q1: 141,385 shares; 2025Q2: 125,234 shares; 2025Q3: 113,337 shares; 2025Q4: 108,060 shares; 2026Q1: 108,560 shares 108,560 $5.21M 0.01% +500 Timeline QBSF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,904 shares; 2025Q4: 44,351 shares; 2026Q1: 198,403 shares 198,403 $5.19M 0.01% +154,052 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,811 shares; 2025Q1: 2,790 shares; 2025Q2: 2,705 shares; 2025Q3: 3,182 shares; 2025Q4: 25,704 shares; 2026Q1: 28,683 shares 28,683 $5.19M 0.01% +2,979 Timeline TAXF 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: 102,192 shares; 2024Q4: 107,308 shares; 2025Q1: 107,300 shares; 2025Q2: 97,590 shares; 2025Q3: 97,596 shares; 2025Q4: 100,529 shares; 2026Q1: 103,684 shares 103,684 $5.19M 0.01% +3,155 Timeline PREF 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: 308,372 shares; 2024Q4: 303,319 shares; 2025Q1: 299,623 shares; 2025Q2: 305,236 shares; 2025Q3: 287,794 shares; 2025Q4: 268,683 shares; 2026Q1: 275,643 shares 275,643 $5.19M 0.01% +6,960 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,080 shares; 2024Q4: 131,018 shares; 2025Q1: 232,431 shares; 2025Q2: 337,570 shares; 2025Q3: 840,468 shares; 2025Q4: 911,520 shares; 2026Q1: 877,668 shares 877,668 $5.19M 0.01% -33,852 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,461 shares; 2024Q4: 241,884 shares; 2025Q1: 251,686 shares; 2025Q2: 255,794 shares; 2025Q3: 188,610 shares; 2025Q4: 219,972 shares; 2026Q1: 198,016 shares 198,016 $5.18M 0.01% -21,956 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 26,104 shares; 2025Q1: 28,716 shares; 2025Q2: 28,724 shares; 2025Q3: 27,100 shares; 2025Q4: 26,169 shares; 2026Q1: 30,380 shares 30,380 $5.18M 0.01% +4,211 Timeline SCHY 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: 60,082 shares; 2024Q4: 60,542 shares; 2025Q1: 66,482 shares; 2025Q2: 162,400 shares; 2025Q3: 126,256 shares; 2025Q4: 133,392 shares; 2026Q1: 163,564 shares 163,564 $5.18M 0.01% +30,172 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 216,625 shares; 2025Q1: 248,887 shares; 2025Q2: 270,274 shares; 2025Q3: 343,036 shares; 2025Q4: 384,040 shares; 2026Q1: 323,172 shares 323,172 $5.18M 0.01% -60,868 Timeline AVSD 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: 55,480 shares; 2024Q4: 57,950 shares; 2025Q1: 57,534 shares; 2025Q2: 58,689 shares; 2025Q3: 58,174 shares; 2025Q4: 57,578 shares; 2026Q1: 70,283 shares 70,283 $5.18M 0.01% +12,705 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,103 shares; 2024Q4: 34,106 shares; 2025Q1: 40,412 shares; 2025Q2: 45,903 shares; 2025Q3: 54,180 shares; 2025Q4: 64,717 shares; 2026Q1: 87,438 shares 87,438 $5.16M 0.01% +22,721 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,397 shares; 2024Q4: 118,804 shares; 2025Q1: 87,876 shares; 2025Q2: 90,871 shares; 2025Q3: 117,719 shares; 2025Q4: 91,365 shares; 2026Q1: 81,116 shares 81,116 $5.16M 0.01% -10,249 Timeline DDTL 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: 237,002 shares; 2025Q4: 249,055 shares; 2026Q1: 249,300 shares 249,300 $5.16M 0.01% +245 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 75,596 shares; 2025Q1: 76,459 shares; 2025Q2: 62,404 shares; 2025Q3: 67,804 shares; 2025Q4: 53,878 shares; 2026Q1: 55,157 shares 55,157 $5.15M 0.01% +1,279 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 55,098 shares; 2025Q1: 58,784 shares; 2025Q2: 58,536 shares; 2025Q3: 57,829 shares; 2025Q4: 40,318 shares; 2026Q1: 37,716 shares 37,716 $5.15M 0.01% -2,602 Timeline PID 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: 195,711 shares; 2024Q4: 222,624 shares; 2025Q1: 246,803 shares; 2025Q2: 231,826 shares; 2025Q3: 223,816 shares; 2025Q4: 229,903 shares; 2026Q1: 231,355 shares 231,355 $5.15M 0.01% +1,452 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,073 shares; 2025Q1: 106,677 shares; 2025Q2: 35,103 shares; 2025Q3: 33,445 shares; 2025Q4: 42,737 shares; 2026Q1: 103,661 shares 103,661 $5.14M 0.01% +60,924 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 10,863 shares; 2025Q1: 10,562 shares; 2025Q2: 10,014 shares; 2025Q3: 8,723 shares; 2025Q4: 8,756 shares; 2026Q1: 17,199 shares 17,199 $5.12M 0.01% +8,443 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,752 shares; 2024Q4: 19,709 shares; 2025Q1: 219,430 shares; 2025Q2: 216,344 shares; 2025Q3: 207,182 shares; 2025Q4: 227,329 shares; 2026Q1: 225,940 shares 225,940 $5.1M 0.01% -1,389 Timeline RAAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,428 shares; 2025Q4: 76,140 shares; 2026Q1: 125,169 shares 125,169 $5.1M 0.01% +49,029 Timeline FLV 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: 66,708 shares; 2024Q4: 66,936 shares; 2025Q1: 67,496 shares; 2025Q2: 64,116 shares; 2025Q3: 63,921 shares; 2025Q4: 66,220 shares; 2026Q1: 66,427 shares 66,427 $5.09M 0.01% +207 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,734 shares; 2025Q1: 129,060 shares; 2025Q2: 136,774 shares; 2025Q3: 103,806 shares; 2025Q4: 100,700 shares; 2026Q1: 92,752 shares 92,752 $5.09M 0.01% -7,948 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,598 shares; 2024Q4: 260,652 shares; 2025Q1: 326,051 shares; 2025Q2: 420,363 shares; 2025Q3: 481,341 shares; 2025Q4: 504,492 shares; 2026Q1: 479,886 shares 479,886 $5.09M 0.01% -24,606 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,573 shares; 2025Q1: 184,547 shares; 2025Q2: 184,813 shares; 2025Q3: 183,597 shares; 2025Q4: 179,650 shares; 2026Q1: 174,954 shares 174,954 $5.06M 0.01% -4,696 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,242 shares; 2024Q4: 212,259 shares; 2025Q1: 251,275 shares; 2025Q2: 253,767 shares; 2025Q3: 220,045 shares; 2025Q4: 214,183 shares; 2026Q1: 193,879 shares 193,879 $5.06M 0.01% -20,304 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,940 shares; 2025Q1: 3,880 shares; 2025Q2: 4,341 shares; 2025Q3: 2,410 shares; 2025Q4: 2,708 shares; 2026Q1: 9,674 shares 9,674 $5.05M 0.01% +6,966 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,570 shares; 2024Q4: 113,680 shares; 2025Q1: 88,902 shares; 2025Q2: 78,126 shares; 2025Q3: 75,266 shares; 2025Q4: 82,732 shares; 2026Q1: 87,480 shares 87,480 $5.04M 0.01% +4,748 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,252 shares; 2024Q4: 238,398 shares; 2025Q1: 290,815 shares; 2025Q2: 238,045 shares; 2025Q3: 245,552 shares; 2025Q4: 276,803 shares; 2026Q1: 175,269 shares 175,269 $5.03M 0.01% -101,534 Timeline DFIS 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: 135,174 shares; 2024Q4: 135,360 shares; 2025Q1: 140,425 shares; 2025Q2: 146,843 shares; 2025Q3: 150,213 shares; 2025Q4: 148,494 shares; 2026Q1: 149,331 shares 149,331 $5.03M 0.01% +837 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,485 shares; 2024Q4: 88,934 shares; 2025Q1: 86,842 shares; 2025Q2: 87,298 shares; 2025Q3: 73,249 shares; 2025Q4: 76,378 shares; 2026Q1: 78,097 shares 78,097 $5.03M 0.01% +1,719 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,875 shares; 2024Q4: 214,525 shares; 2025Q1: 225,988 shares; 2025Q2: 204,639 shares; 2025Q3: 118,542 shares; 2025Q4: 118,126 shares; 2026Q1: 107,599 shares 107,599 $5.02M 0.01% -10,527 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,796 shares; 2024Q4: 29,892 shares; 2025Q1: 32,895 shares; 2025Q2: 28,721 shares; 2025Q3: 26,178 shares; 2025Q4: 24,667 shares; 2026Q1: 22,289 shares 22,289 $5.02M 0.01% -2,378 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,305 shares; 2025Q1: 12,096 shares; 2025Q2: 10,678 shares; 2025Q3: 9,502 shares; 2025Q4: 8,832 shares; 2026Q1: 8,496 shares 8,496 $5M 0.01% -336 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,008 shares; 2024Q4: 94,863 shares; 2025Q1: 97,181 shares; 2025Q2: 139,842 shares; 2025Q3: 135,414 shares; 2025Q4: 141,255 shares; 2026Q1: 53,220 shares 53,220 $5M 0.01% -88,035 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,225 shares; 2024Q4: 127,564 shares; 2025Q1: 117,768 shares; 2025Q2: 116,060 shares; 2025Q3: 112,385 shares; 2025Q4: 116,351 shares; 2026Q1: 116,079 shares 116,079 $5M 0.01% -272 Timeline UAPR 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: 279,313 shares; 2024Q4: 253,260 shares; 2025Q1: 169,265 shares; 2025Q2: 170,960 shares; 2025Q3: 161,762 shares; 2025Q4: 153,187 shares; 2026Q1: 149,711 shares 149,711 $5M 0.01% -3,476 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,635 shares; 2024Q4: 89,141 shares; 2025Q1: 88,583 shares; 2025Q2: 84,560 shares; 2025Q3: 80,565 shares; 2025Q4: 75,279 shares; 2026Q1: 75,566 shares 75,566 $4.98M 0.01% +287 Timeline CFA 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: 49,360 shares; 2024Q4: 52,055 shares; 2025Q1: 50,737 shares; 2025Q2: 50,192 shares; 2025Q3: 50,447 shares; 2025Q4: 52,848 shares; 2026Q1: 54,266 shares 54,266 $4.96M 0.01% +1,418 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 12,970 shares; 2025Q1: 6,280 shares; 2025Q2: 6,996 shares; 2025Q3: 7,249 shares; 2025Q4: 5,727 shares; 2026Q1: 4,536 shares 4,536 $4.96M 0.01% -1,191 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,092 shares; 2025Q1: 142,518 shares; 2025Q2: 146,146 shares; 2025Q3: 152,219 shares; 2025Q4: 172,964 shares; 2026Q1: 193,461 shares 193,461 $4.96M 0.01% +20,497 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,316 shares; 2024Q4: 113,840 shares; 2025Q1: 132,203 shares; 2025Q2: 133,536 shares; 2025Q3: 120,207 shares; 2025Q4: 141,577 shares; 2026Q1: 251,225 shares 251,225 $4.95M 0.01% +109,648 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,008 shares; 2024Q4: 101,686 shares; 2025Q1: 109,328 shares; 2025Q2: 65,412 shares; 2025Q3: 66,351 shares; 2025Q4: 84,070 shares; 2026Q1: 65,713 shares 65,713 $4.94M 0.01% -18,357 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,518 shares; 2024Q4: 205,951 shares; 2025Q1: 209,460 shares; 2025Q2: 180,430 shares; 2025Q3: 171,243 shares; 2025Q4: 152,447 shares; 2026Q1: 151,821 shares 151,821 $4.92M 0.01% -626 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,385 shares; 2024Q4: 52,652 shares; 2025Q1: 64,154 shares; 2025Q2: 64,110 shares; 2025Q3: 59,547 shares; 2025Q4: 59,121 shares; 2026Q1: 52,596 shares 52,596 $4.92M 0.01% -6,525 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,969 shares; 2024Q4: 200,074 shares; 2025Q1: 195,056 shares; 2025Q2: 186,687 shares; 2025Q3: 92,831 shares; 2025Q4: 89,750 shares; 2026Q1: 72,203 shares 72,203 $4.92M 0.01% -17,547 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 21,551 shares; 2025Q1: 25,827 shares; 2025Q2: 32,290 shares; 2025Q3: 33,579 shares; 2025Q4: 26,842 shares; 2026Q1: 37,818 shares 37,818 $4.91M 0.01% +10,976 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,245 shares; 2024Q4: 227,714 shares; 2025Q1: 231,909 shares; 2025Q2: 203,661 shares; 2025Q3: 60,431 shares; 2025Q4: 58,073 shares; 2026Q1: 53,012 shares 53,012 $4.91M 0.01% -5,061 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,719 shares; 2024Q4: 266,842 shares; 2025Q1: 287,619 shares; 2025Q2: 287,621 shares; 2025Q3: 299,033 shares; 2025Q4: 448,226 shares; 2026Q1: 121,151 shares 121,151 $4.9M 0.01% -327,075 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,186 shares; 2025Q1: 5,899 shares; 2025Q2: 6,055 shares; 2025Q3: 5,737 shares; 2025Q4: 5,384 shares; 2026Q1: 92,876 shares 92,876 $4.89M 0.01% +87,492 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,183 shares; 2024Q4: 67,192 shares; 2025Q1: 68,527 shares; 2025Q2: 65,759 shares; 2025Q3: 65,791 shares; 2025Q4: 51,893 shares; 2026Q1: 51,858 shares 51,858 $4.89M 0.01% -35 Timeline BMAY 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: 131,505 shares; 2024Q4: 101,889 shares; 2025Q1: 112,736 shares; 2025Q2: 158,963 shares; 2025Q3: 143,191 shares; 2025Q4: 109,687 shares; 2026Q1: 109,032 shares 109,032 $4.89M 0.01% -655 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,106 shares; 2024Q4: 32,301 shares; 2025Q1: 38,745 shares; 2025Q2: 47,630 shares; 2025Q3: 74,367 shares; 2025Q4: 69,461 shares; 2026Q1: 84,326 shares 84,326 $4.88M 0.01% +14,865 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 20,906 shares; 2025Q1: 22,148 shares; 2025Q2: 23,583 shares; 2025Q3: 25,838 shares; 2025Q4: 27,865 shares; 2026Q1: 28,363 shares 28,363 $4.88M 0.01% +498 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,216 shares; 2024Q4: 52,598 shares; 2025Q1: 57,211 shares; 2025Q2: 55,435 shares; 2025Q3: 57,255 shares; 2025Q4: 58,450 shares; 2026Q1: 59,655 shares 59,655 $4.88M 0.01% +1,205 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,734 shares; 2024Q4: 41,871 shares; 2025Q1: 42,741 shares; 2025Q2: 45,808 shares; 2025Q3: 44,092 shares; 2025Q4: 37,333 shares; 2026Q1: 36,163 shares 36,163 $4.87M 0.01% -1,170 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,560 shares; 2024Q4: 60,964 shares; 2025Q1: 60,862 shares; 2025Q2: 61,081 shares; 2025Q3: 58,706 shares; 2025Q4: 45,587 shares; 2026Q1: 49,897 shares 49,897 $4.86M 0.01% +4,310 Timeline JULU 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: 174,432 shares; 2024Q4: 173,474 shares; 2025Q1: 172,206 shares; 2025Q2: 175,750 shares; 2025Q3: 180,901 shares; 2025Q4: 171,019 shares; 2026Q1: 169,901 shares 169,901 $4.85M 0.01% -1,118 Timeline IYT 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: 103,960 shares; 2024Q4: 98,462 shares; 2025Q1: 93,775 shares; 2025Q2: 86,063 shares; 2025Q3: 80,371 shares; 2025Q4: 70,328 shares; 2026Q1: 64,903 shares 64,903 $4.84M 0.01% -5,425 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,686 shares; 2024Q4: 55,674 shares; 2025Q1: 55,150 shares; 2025Q2: 42,355 shares; 2025Q3: 41,421 shares; 2025Q4: 37,770 shares; 2026Q1: 35,745 shares 35,745 $4.84M 0.01% -2,025 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,884 shares; 2025Q1: 14,859 shares; 2025Q2: 15,410 shares; 2025Q3: 17,654 shares; 2025Q4: 18,989 shares; 2026Q1: 19,308 shares 19,308 $4.84M 0.01% +319 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,802 shares; 2024Q4: 195,127 shares; 2025Q1: 231,596 shares; 2025Q2: 188,160 shares; 2025Q3: 176,085 shares; 2025Q4: 159,902 shares; 2026Q1: 129,278 shares 129,278 $4.84M 0.01% -30,624 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,768 shares; 2024Q4: 61,143 shares; 2025Q1: 63,549 shares; 2025Q2: 58,676 shares; 2025Q3: 54,015 shares; 2025Q4: 42,943 shares; 2026Q1: 45,236 shares 45,236 $4.83M 0.01% +2,293 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,157 shares; 2025Q3: 32,461 shares; 2025Q4: 29,857 shares; 2026Q1: 108,453 shares 108,453 $4.83M 0.01% +78,596 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,974 shares; 2024Q4: 453,929 shares; 2025Q1: 478,923 shares; 2025Q2: 535,325 shares; 2025Q3: 434,493 shares; 2025Q4: 445,132 shares; 2026Q1: 419,700 shares 419,700 $4.83M 0.01% -25,432 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,032 shares; 2024Q4: 350,675 shares; 2025Q1: 270,617 shares; 2025Q2: 265,307 shares; 2025Q3: 250,783 shares; 2025Q4: 245,953 shares; 2026Q1: 132,340 shares 132,340 $4.82M 0.01% -113,613 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,568 shares; 2025Q1: 9,904 shares; 2025Q2: 9,775 shares; 2025Q3: 9,923 shares; 2025Q4: 5,490 shares; 2026Q1: 4,417 shares 4,417 $4.82M 0.01% -1,073 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 31,325 shares; 2025Q1: 37,655 shares; 2025Q2: 42,453 shares; 2025Q3: 42,763 shares; 2025Q4: 41,258 shares; 2026Q1: 35,758 shares 35,758 $4.81M 0.01% -5,500 Timeline BJUN 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: 127,189 shares; 2024Q4: 113,384 shares; 2025Q1: 119,171 shares; 2025Q2: 128,185 shares; 2025Q3: 110,566 shares; 2025Q4: 104,023 shares; 2026Q1: 103,895 shares 103,895 $4.81M 0.01% -128 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,134 shares; 2024Q4: 115,866 shares; 2025Q1: 119,837 shares; 2025Q2: 118,636 shares; 2025Q3: 123,294 shares; 2025Q4: 100,986 shares; 2026Q1: 104,026 shares 104,026 $4.8M 0.01% +3,040 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,029 shares; 2024Q4: 41,288 shares; 2025Q1: 78,112 shares; 2025Q2: 83,959 shares; 2025Q3: 114,083 shares; 2025Q4: 101,052 shares; 2026Q1: 96,511 shares 96,511 $4.79M 0.01% -4,541 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,403 shares; 2024Q4: 111,974 shares; 2025Q1: 112,781 shares; 2025Q2: 111,343 shares; 2025Q3: 107,245 shares; 2025Q4: 98,879 shares; 2026Q1: 102,411 shares 102,411 $4.78M 0.01% +3,532 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,681 shares; 2024Q4: 46,065 shares; 2025Q1: 47,004 shares; 2025Q2: 43,405 shares; 2025Q3: 26,628 shares; 2025Q4: 25,821 shares; 2026Q1: 34,276 shares 34,276 $4.77M 0.01% +8,455 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,288 shares; 2025Q1: 150,685 shares; 2025Q2: 193,350 shares; 2025Q3: 198,445 shares; 2025Q4: 175,813 shares; 2026Q1: 181,974 shares 181,974 $4.76M 0.01% +6,161 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 122,784 shares; 2025Q1: 121,633 shares; 2025Q2: 313,557 shares; 2025Q3: 112,698 shares; 2025Q4: 112,975 shares; 2026Q1: 109,476 shares 109,476 $4.75M 0.01% -3,499 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,917 shares; 2024Q4: 84,039 shares; 2025Q1: 89,513 shares; 2025Q2: 74,159 shares; 2025Q3: 65,068 shares; 2025Q4: 55,380 shares; 2026Q1: 37,247 shares 37,247 $4.74M 0.01% -18,133 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,156 shares; 2024Q4: 45,214 shares; 2025Q1: 47,892 shares; 2025Q2: 49,081 shares; 2025Q3: 34,435 shares; 2025Q4: 34,270 shares; 2026Q1: 34,538 shares 34,538 $4.74M 0.01% +268 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,003 shares; 2024Q4: 472,538 shares; 2025Q1: 470,063 shares; 2025Q2: 482,573 shares; 2025Q3: 128,900 shares; 2025Q4: 140,879 shares; 2026Q1: 140,008 shares 140,008 $4.73M 0.01% -871 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,628 shares; 2024Q4: 79,834 shares; 2025Q1: 85,282 shares; 2025Q2: 82,763 shares; 2025Q3: 76,917 shares; 2025Q4: 73,825 shares; 2026Q1: 73,148 shares 73,148 $4.73M 0.01% -677 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,362 shares; 2024Q4: 75,918 shares; 2025Q1: 103,379 shares; 2025Q2: 118,416 shares; 2025Q3: 108,859 shares; 2025Q4: 119,740 shares; 2026Q1: 113,440 shares 113,440 $4.72M 0.01% -6,300 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,558 shares; 2024Q4: 14,629 shares; 2025Q1: 16,540 shares; 2025Q2: 15,560 shares; 2025Q3: 17,033 shares; 2025Q4: 19,708 shares; 2026Q1: 23,844 shares 23,844 $4.7M 0.01% +4,136 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,806 shares; 2024Q4: 47,540 shares; 2025Q1: 53,824 shares; 2025Q2: 59,466 shares; 2025Q3: 64,460 shares; 2025Q4: 67,634 shares; 2026Q1: 71,176 shares 71,176 $4.69M 0.01% +3,542 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,381 shares; 2025Q1: 2,353 shares; 2025Q2: 25,681 shares; 2025Q3: 24,936 shares; 2025Q4: 23,717 shares; 2026Q1: 24,434 shares 24,434 $4.68M 0.01% +717 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,573 shares; 2025Q4: 31,319 shares; 2026Q1: 209,566 shares 209,566 $4.68M 0.01% +178,247 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,966 shares; 2024Q4: 121,557 shares; 2025Q1: 106,415 shares; 2025Q2: 104,013 shares; 2025Q3: 111,074 shares; 2025Q4: 112,920 shares; 2026Q1: 107,339 shares 107,339 $4.68M 0.01% -5,581 Timeline QQQI 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: 4,927 shares; 2024Q4: 7,755 shares; 2025Q1: 17,536 shares; 2025Q2: 20,194 shares; 2025Q3: 62,560 shares; 2025Q4: 86,663 shares; 2026Q1: 94,095 shares 94,095 $4.68M 0.01% +7,432 Timeline IDOG 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: 132,235 shares; 2024Q4: 135,086 shares; 2025Q1: 121,003 shares; 2025Q2: 111,601 shares; 2025Q3: 113,419 shares; 2025Q4: 114,180 shares; 2026Q1: 111,740 shares 111,740 $4.65M 0.01% -2,440 Timeline FXR 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: 97,177 shares; 2024Q4: 87,749 shares; 2025Q1: 76,406 shares; 2025Q2: 74,136 shares; 2025Q3: 72,561 shares; 2025Q4: 65,326 shares; 2026Q1: 56,957 shares 56,957 $4.65M 0.01% -8,369 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,458 shares; 2024Q4: 142,265 shares; 2025Q1: 109,748 shares; 2025Q2: 86,527 shares; 2025Q3: 67,541 shares; 2025Q4: 76,931 shares; 2026Q1: 83,974 shares 83,974 $4.65M 0.01% +7,043 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 5,603 shares; 2025Q1: 5,740 shares; 2025Q2: 26,107 shares; 2025Q3: 27,212 shares; 2025Q4: 30,476 shares; 2026Q1: 30,112 shares 30,112 $4.63M 0.01% -364 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,616 shares; 2024Q4: 53,853 shares; 2025Q1: 53,944 shares; 2025Q2: 53,832 shares; 2025Q3: 53,448 shares; 2025Q4: 30,991 shares; 2026Q1: 31,932 shares 31,932 $4.62M 0.01% +941 Timeline BSMS 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: 193,678 shares; 2024Q4: 195,457 shares; 2025Q1: 198,482 shares; 2025Q2: 248,437 shares; 2025Q3: 263,906 shares; 2025Q4: 197,624 shares; 2026Q1: 197,532 shares 197,532 $4.62M 0.01% -92 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,987 shares; 2025Q1: 28,081 shares; 2025Q2: 160,763 shares; 2025Q3: 176,537 shares; 2025Q4: 184,620 shares; 2026Q1: 183,591 shares 183,591 $4.62M 0.01% -1,029 Timeline GSY 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: 20,502 shares; 2024Q4: 93,375 shares; 2025Q1: 104,521 shares; 2025Q2: 87,537 shares; 2025Q3: 72,022 shares; 2025Q4: 76,502 shares; 2026Q1: 92,072 shares 92,072 $4.61M 0.01% +15,570 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,054 shares; 2024Q4: 408,627 shares; 2025Q1: 424,798 shares; 2025Q2: 417,171 shares; 2025Q3: 416,230 shares; 2025Q4: 490,708 shares; 2026Q1: 513,250 shares 513,250 $4.61M 0.01% +22,542 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,246 shares; 2024Q4: 33,224 shares; 2025Q1: 30,355 shares; 2025Q2: 30,479 shares; 2025Q3: 31,822 shares; 2025Q4: 29,063 shares; 2026Q1: 26,226 shares 26,226 $4.61M 0.01% -2,837 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,434 shares; 2024Q4: 128,340 shares; 2025Q1: 108,127 shares; 2025Q2: 108,622 shares; 2025Q3: 95,785 shares; 2025Q4: 113,157 shares; 2026Q1: 116,015 shares 116,015 $4.61M 0.01% +2,858 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,320 shares; 2024Q4: 102,391 shares; 2025Q1: 107,739 shares; 2025Q2: 105,373 shares; 2025Q3: 95,954 shares; 2025Q4: 114,901 shares; 2026Q1: 157,935 shares 157,935 $4.61M 0.01% +43,034 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,042 shares; 2024Q4: 199,496 shares; 2025Q1: 212,620 shares; 2025Q2: 229,677 shares; 2025Q3: 134,023 shares; 2025Q4: 118,311 shares; 2026Q1: 117,579 shares 117,579 $4.6M 0.01% -732 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,387 shares; 2025Q4: 106,086 shares; 2026Q1: 138,999 shares 138,999 $4.6M 0.01% +32,913 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 38,549 shares; 2025Q1: 30,422 shares; 2025Q2: 26,018 shares; 2025Q3: 26,050 shares; 2025Q4: 25,676 shares; 2026Q1: 25,497 shares 25,497 $4.59M 0.01% -179 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,552 shares; 2024Q4: 94,734 shares; 2025Q1: 93,623 shares; 2025Q2: 92,669 shares; 2025Q3: 89,228 shares; 2025Q4: 86,310 shares; 2026Q1: 61,623 shares 61,623 $4.59M 0.01% -24,687 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 9,901 shares; 2026Q1: 158,557 shares 158,557 $4.58M 0.01% +148,656 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,071 shares; 2024Q4: 91,515 shares; 2025Q1: 91,415 shares; 2025Q2: 69,750 shares; 2025Q3: 110,164 shares; 2025Q4: 67,146 shares; 2026Q1: 70,230 shares 70,230 $4.57M 0.01% +3,084 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,768 shares; 2026Q1: 59,853 shares 59,853 $4.56M 0.01% -8,915 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,493 shares; 2024Q4: 38,934 shares; 2025Q1: 45,229 shares; 2025Q2: 41,002 shares; 2025Q3: 38,534 shares; 2025Q4: 47,412 shares; 2026Q1: 31,083 shares 31,083 $4.54M 0.01% -16,329 Timeline FDG 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: 12,606 shares; 2024Q4: 13,306 shares; 2025Q1: 15,497 shares; 2025Q2: 15,758 shares; 2025Q3: 16,397 shares; 2025Q4: 19,303 shares; 2026Q1: 39,792 shares 39,792 $4.54M 0.01% +20,489 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,365 shares; 2024Q4: 67,647 shares; 2025Q1: 439,220 shares; 2025Q2: 482,018 shares; 2025Q3: 104,244 shares; 2025Q4: 91,185 shares; 2026Q1: 92,598 shares 92,598 $4.54M 0.01% +1,413 Timeline AUGT 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: 103,085 shares; 2024Q4: 94,523 shares; 2025Q1: 85,094 shares; 2025Q2: 112,286 shares; 2025Q3: 144,752 shares; 2025Q4: 138,217 shares; 2026Q1: 130,059 shares 130,059 $4.53M 0.01% -8,158 Timeline DTH 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: 30,170 shares; 2024Q4: 13,074 shares; 2025Q1: 16,414 shares; 2025Q2: 23,339 shares; 2025Q3: 55,509 shares; 2025Q4: 66,456 shares; 2026Q1: 83,596 shares 83,596 $4.52M 0.01% +17,140 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,898 shares; 2024Q4: 43,323 shares; 2025Q1: 54,088 shares; 2025Q2: 43,837 shares; 2025Q3: 41,316 shares; 2025Q4: 41,540 shares; 2026Q1: 44,765 shares 44,765 $4.51M 0.01% +3,225 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058,725 shares; 2025Q4: 1,019,792 shares; 2026Q1: 1,082,680 shares 1,082,680 $4.49M 0.01% +62,888 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,127 shares; 2024Q4: 111,325 shares; 2025Q1: 214,997 shares; 2025Q2: 214,089 shares; 2025Q3: 189,851 shares; 2025Q4: 144,046 shares; 2026Q1: 105,787 shares 105,787 $4.49M 0.01% -38,259 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,810 shares; 2024Q4: 1,070,553 shares; 2025Q1: 1,096,421 shares; 2025Q2: 1,108,782 shares; 2025Q3: 1,103,057 shares; 2025Q4: 1,137,323 shares; 2026Q1: 225,028 shares 225,028 $4.48M 0.01% -912,295 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,130 shares; 2024Q4: 101,995 shares; 2025Q1: 103,296 shares; 2025Q2: 92,515 shares; 2025Q3: 86,272 shares; 2025Q4: 72,562 shares; 2026Q1: 110,395 shares 110,395 $4.48M 0.01% +37,833 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791,259 shares; 2024Q4: 622,119 shares; 2025Q1: 431,428 shares; 2025Q2: 449,781 shares; 2025Q3: 394,447 shares; 2025Q4: 359,377 shares; 2026Q1: 363,215 shares 363,215 $4.48M 0.01% +3,838 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,280 shares; 2024Q4: 200,671 shares; 2025Q1: 233,883 shares; 2025Q2: 170,183 shares; 2025Q3: 158,988 shares; 2025Q4: 173,841 shares; 2026Q1: 197,553 shares 197,553 $4.47M 0.01% +23,712 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 14,355 shares; 2025Q1: 21,449 shares; 2025Q2: 27,091 shares; 2025Q3: 32,931 shares; 2025Q4: 38,973 shares; 2026Q1: 46,094 shares 46,094 $4.47M 0.01% +7,121 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 11,620 shares; 2025Q1: 13,403 shares; 2025Q2: 66,026 shares; 2025Q3: 76,753 shares; 2025Q4: 77,944 shares; 2026Q1: 93,848 shares 93,848 $4.46M 0.01% +15,904 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4,940 shares; 2025Q1: 4,719 shares; 2025Q2: 6,265 shares; 2025Q3: 22,686 shares; 2025Q4: 25,082 shares; 2026Q1: 27,175 shares 27,175 $4.46M 0.01% +2,093 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 16,915 shares; 2025Q1: 21,776 shares; 2025Q2: 17,726 shares; 2025Q3: 17,837 shares; 2025Q4: 17,177 shares; 2026Q1: 16,600 shares 16,600 $4.43M 0.01% -577 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,309 shares; 2025Q1: 41,794 shares; 2025Q2: 57,568 shares; 2025Q3: 57,267 shares; 2025Q4: 101,124 shares; 2026Q1: 165,289 shares 165,289 $4.42M 0.01% +64,165 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,717 shares; 2024Q4: 66,058 shares; 2025Q1: 70,496 shares; 2025Q2: 73,906 shares; 2025Q3: 79,846 shares; 2025Q4: 119,385 shares; 2026Q1: 124,594 shares 124,594 $4.42M 0.01% +5,209 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,880 shares; 2025Q1: 10,960 shares; 2025Q2: 11,177 shares; 2025Q3: 12,007 shares; 2025Q4: 11,474 shares; 2026Q1: 11,197 shares 11,197 $4.41M 0.01% -277 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,284 shares; 2024Q4: 151,430 shares; 2025Q1: 170,594 shares; 2025Q2: 130,284 shares; 2025Q3: 127,473 shares; 2025Q4: 122,186 shares; 2026Q1: 97,917 shares 97,917 $4.41M 0.01% -24,269 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,351 shares; 2024Q4: 706,386 shares; 2025Q1: 657,641 shares; 2025Q2: 152,128 shares; 2025Q3: 377,293 shares; 2025Q4: 125,635 shares; 2026Q1: 125,316 shares 125,316 $4.4M 0.01% -319 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,698 shares; 2024Q4: 182,368 shares; 2025Q1: 179,713 shares; 2025Q2: 184,347 shares; 2025Q3: 201,270 shares; 2025Q4: 203,701 shares; 2026Q1: 190,279 shares 190,279 $4.4M 0.01% -13,422 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,596 shares; 2024Q4: 158,315 shares; 2025Q1: 165,631 shares; 2025Q2: 163,035 shares; 2025Q3: 285,736 shares; 2025Q4: 151,217 shares; 2026Q1: 146,008 shares 146,008 $4.4M 0.01% -5,209 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: not reported; 2025Q1: 65,865 shares; 2025Q2: 65,826 shares; 2025Q3: 82,943 shares; 2025Q4: 115,553 shares; 2026Q1: 127,991 shares 127,991 $4.39M 0.01% +12,438 Timeline AVIV 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: 20,671 shares; 2024Q4: 24,690 shares; 2025Q1: 29,216 shares; 2025Q2: 33,324 shares; 2025Q3: 25,925 shares; 2025Q4: 40,685 shares; 2026Q1: 58,290 shares 58,290 $4.36M 0.01% +17,605 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,025 shares; 2024Q4: 141,775 shares; 2025Q1: 142,291 shares; 2025Q2: 140,893 shares; 2025Q3: 160,761 shares; 2025Q4: 139,837 shares; 2026Q1: 145,383 shares 145,383 $4.36M 0.01% +5,546 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,514 shares; 2024Q4: 110,467 shares; 2025Q1: 114,610 shares; 2025Q2: 110,971 shares; 2025Q3: 100,727 shares; 2025Q4: 143,369 shares; 2026Q1: 128,540 shares 128,540 $4.36M 0.01% -14,829 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,009 shares; 2025Q2: 210,367 shares; 2025Q3: 130,468 shares; 2025Q4: 124,252 shares; 2026Q1: 157,964 shares 157,964 $4.36M 0.01% +33,712 Timeline DDFL 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: 216,524 shares; 2025Q4: 211,799 shares; 2026Q1: 211,885 shares 211,885 $4.35M 0.01% +86 Timeline NDEC 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: 89,969 shares; 2025Q1: 107,525 shares; 2025Q2: 103,468 shares; 2025Q3: 85,118 shares; 2025Q4: 160,686 shares; 2026Q1: 161,279 shares 161,279 $4.35M 0.01% +593 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,841 shares; 2024Q4: 304,512 shares; 2025Q1: 305,050 shares; 2025Q2: 325,242 shares; 2025Q3: 89,221 shares; 2025Q4: 144,620 shares; 2026Q1: 142,778 shares 142,778 $4.34M 0.01% -1,842 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 67,768 shares; 2025Q1: 68,359 shares; 2025Q2: 57,621 shares; 2025Q3: 56,737 shares; 2025Q4: 57,591 shares; 2026Q1: 56,871 shares 56,871 $4.33M 0.01% -720 Timeline FEBT 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: 46,486 shares; 2024Q4: 45,809 shares; 2025Q1: 76,497 shares; 2025Q2: 112,417 shares; 2025Q3: 106,337 shares; 2025Q4: 104,601 shares; 2026Q1: 115,345 shares 115,345 $4.32M 0.01% +10,744 Timeline IBMP 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: 88,867 shares; 2024Q4: 120,565 shares; 2025Q1: 142,174 shares; 2025Q2: 156,883 shares; 2025Q3: 165,304 shares; 2025Q4: 183,316 shares; 2026Q1: 169,748 shares 169,748 $4.32M 0.01% -13,568 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,311 shares; 2024Q4: 58,305 shares; 2025Q1: 58,850 shares; 2025Q2: 61,401 shares; 2025Q3: 59,243 shares; 2025Q4: 41,964 shares; 2026Q1: 235,416 shares 235,416 $4.32M 0.01% +193,452 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,639 shares; 2024Q4: 111,109 shares; 2025Q1: 142,653 shares; 2025Q2: 166,735 shares; 2025Q3: 195,741 shares; 2025Q4: 208,750 shares; 2026Q1: 392,748 shares 392,748 $4.31M 0.01% +183,998 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,300 shares; 2024Q4: 696,436 shares; 2025Q1: 937,363 shares; 2025Q2: 1,065,231 shares; 2025Q3: 1,049,862 shares; 2025Q4: 558,508 shares; 2026Q1: 389,312 shares 389,312 $4.31M 0.01% -169,196 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,969 shares; 2024Q4: 188,681 shares; 2025Q1: 194,691 shares; 2025Q2: 188,119 shares; 2025Q3: 166,908 shares; 2025Q4: 149,902 shares; 2026Q1: 132,211 shares 132,211 $4.28M 0.01% -17,691 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,475 shares; 2024Q4: 70,045 shares; 2025Q1: 74,915 shares; 2025Q2: 51,914 shares; 2025Q3: 53,912 shares; 2025Q4: 60,921 shares; 2026Q1: 59,652 shares 59,652 $4.28M 0.01% -1,269 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,326 shares; 2024Q4: 277,208 shares; 2025Q1: 325,832 shares; 2025Q2: 314,436 shares; 2025Q3: 261,356 shares; 2025Q4: 242,916 shares; 2026Q1: 247,896 shares 247,896 $4.27M 0.01% +4,980 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,873 shares; 2024Q4: 161,987 shares; 2025Q1: 166,006 shares; 2025Q2: 194,980 shares; 2025Q3: 212,318 shares; 2025Q4: 254,318 shares; 2026Q1: 359,570 shares 359,570 $4.27M 0.01% +105,252 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,194 shares; 2024Q4: 260,223 shares; 2025Q1: 259,954 shares; 2025Q2: 267,685 shares; 2025Q3: 277,343 shares; 2025Q4: 267,872 shares; 2026Q1: 272,195 shares 272,195 $4.27M 0.01% +4,323 Timeline FXG 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: 28,780 shares; 2024Q4: 26,650 shares; 2025Q1: 31,048 shares; 2025Q2: 68,709 shares; 2025Q3: 75,234 shares; 2025Q4: 52,733 shares; 2026Q1: 66,990 shares 66,990 $4.27M 0.01% +14,257 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,020 shares; 2024Q4: 19,180 shares; 2025Q1: 20,383 shares; 2025Q2: 20,366 shares; 2025Q3: 20,328 shares; 2025Q4: 20,188 shares; 2026Q1: 19,651 shares 19,651 $4.26M 0.01% -537 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,553 shares; 2024Q4: 69,402 shares; 2025Q1: 72,614 shares; 2025Q2: 72,869 shares; 2025Q3: 62,461 shares; 2025Q4: 58,231 shares; 2026Q1: 52,332 shares 52,332 $4.26M 0.01% -5,899 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,528 shares; 2024Q4: 106,270 shares; 2025Q1: 170,503 shares; 2025Q2: 167,888 shares; 2025Q3: 104,554 shares; 2025Q4: 132,898 shares; 2026Q1: 179,213 shares 179,213 $4.25M 0.01% +46,315 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,702 shares; 2024Q4: 45,288 shares; 2025Q1: 53,621 shares; 2025Q2: 66,264 shares; 2025Q3: 63,213 shares; 2025Q4: 59,211 shares; 2026Q1: 52,540 shares 52,540 $4.25M 0.01% -6,671 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 43,862 shares; 2025Q1: 44,933 shares; 2025Q2: 38,730 shares; 2025Q3: 35,605 shares; 2025Q4: 40,337 shares; 2026Q1: 37,153 shares 37,153 $4.23M 0.01% -3,184 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,612 shares; 2024Q4: 131,159 shares; 2025Q1: 118,123 shares; 2025Q2: 115,823 shares; 2025Q3: 125,619 shares; 2025Q4: 130,096 shares; 2026Q1: 216,956 shares 216,956 $4.23M 0.01% +86,860 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,085 shares; 2024Q4: 33,306 shares; 2025Q1: 22,591 shares; 2025Q2: 29,167 shares; 2025Q3: 21,681 shares; 2025Q4: 32,076 shares; 2026Q1: 29,939 shares 29,939 $4.22M 0.01% -2,137 Timeline INCO 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: 51,038 shares; 2024Q4: 49,730 shares; 2025Q1: 63,716 shares; 2025Q2: 91,389 shares; 2025Q3: 78,583 shares; 2025Q4: 75,627 shares; 2026Q1: 76,852 shares 76,852 $4.22M 0.01% +1,225 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,233 shares; 2024Q4: 61,570 shares; 2025Q1: 53,318 shares; 2025Q2: 57,398 shares; 2025Q3: 43,808 shares; 2025Q4: 33,529 shares; 2026Q1: 35,914 shares 35,914 $4.22M 0.01% +2,385 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,982 shares; 2024Q4: 43,087 shares; 2025Q1: 44,728 shares; 2025Q2: 37,281 shares; 2025Q3: 27,597 shares; 2025Q4: 23,425 shares; 2026Q1: 24,434 shares 24,434 $4.22M 0.01% +1,009 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 29,863 shares; 2025Q1: 30,665 shares; 2025Q2: 31,155 shares; 2025Q3: 22,650 shares; 2025Q4: 22,130 shares; 2026Q1: 22,082 shares 22,082 $4.21M 0.01% -48 Timeline TRPA 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: 24,426 shares; 2024Q4: 73,049 shares; 2025Q1: 94,387 shares; 2025Q2: 98,947 shares; 2025Q3: 95,993 shares; 2025Q4: 103,075 shares; 2026Q1: 108,543 shares 108,543 $4.21M 0.01% +5,468 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,656 shares; 2024Q4: 188,865 shares; 2025Q1: 192,095 shares; 2025Q2: 195,014 shares; 2025Q3: 209,650 shares; 2025Q4: 194,565 shares; 2026Q1: 93,884 shares 93,884 $4.2M 0.01% -100,681 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,670 shares; 2024Q4: 184,642 shares; 2025Q1: 196,451 shares; 2025Q2: 195,549 shares; 2025Q3: 89,743 shares; 2025Q4: 87,225 shares; 2026Q1: 89,855 shares 89,855 $4.19M 0.01% +2,630 Timeline JANT 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: 167,738 shares; 2024Q4: 175,130 shares; 2025Q1: 192,239 shares; 2025Q2: 434,091 shares; 2025Q3: 108,675 shares; 2025Q4: 81,916 shares; 2026Q1: 104,451 shares 104,451 $4.19M 0.01% +22,535 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,235 shares; 2024Q4: 269,868 shares; 2025Q1: 241,714 shares; 2025Q2: 231,383 shares; 2025Q3: 247,805 shares; 2025Q4: 178,681 shares; 2026Q1: 175,677 shares 175,677 $4.18M 0.01% -3,004 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 17,321 shares; 2025Q1: 16,148 shares; 2025Q2: 16,033 shares; 2025Q3: 15,895 shares; 2025Q4: 15,289 shares; 2026Q1: 14,536 shares 14,536 $4.18M 0.01% -753 Timeline EWS 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: 13,464 shares; 2024Q4: 13,363 shares; 2025Q1: 14,070 shares; 2025Q2: 11,169 shares; 2025Q3: 10,491 shares; 2025Q4: 10,628 shares; 2026Q1: 147,972 shares 147,972 $4.18M 0.01% +137,344 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,669 shares; 2025Q1: 14,123 shares; 2025Q2: 12,848 shares; 2025Q3: 12,981 shares; 2025Q4: 12,708 shares; 2026Q1: 11,478 shares 11,478 $4.18M 0.01% -1,230 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,433 shares; 2024Q4: 240,843 shares; 2025Q1: 250,800 shares; 2025Q2: 239,830 shares; 2025Q3: 384,943 shares; 2025Q4: 220,035 shares; 2026Q1: 167,098 shares 167,098 $4.17M 0.01% -52,937 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,476 shares; 2024Q4: 118,423 shares; 2025Q1: 134,830 shares; 2025Q2: 105,120 shares; 2025Q3: 332,249 shares; 2025Q4: 202,912 shares; 2026Q1: 249,359 shares 249,359 $4.17M 0.01% +46,447 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,396 shares; 2024Q4: 156,504 shares; 2025Q1: 157,946 shares; 2025Q2: 130,101 shares; 2025Q3: 74,594 shares; 2025Q4: 68,335 shares; 2026Q1: 65,070 shares 65,070 $4.17M 0.01% -3,265 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 76,560 shares; 2025Q1: 90,747 shares; 2025Q2: 91,477 shares; 2025Q3: 93,323 shares; 2025Q4: 56,722 shares; 2026Q1: 53,716 shares 53,716 $4.17M 0.01% -3,006 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,538 shares; 2024Q4: 49,639 shares; 2025Q1: 49,483 shares; 2025Q2: 18,396 shares; 2025Q3: 18,457 shares; 2025Q4: 13,449 shares; 2026Q1: 11,466 shares 11,466 $4.16M 0.01% -1,983 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,252 shares; 2024Q4: 59,471 shares; 2025Q1: 56,731 shares; 2025Q2: 56,459 shares; 2025Q3: 55,464 shares; 2025Q4: 48,667 shares; 2026Q1: 42,268 shares 42,268 $4.16M 0.01% -6,399 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,518 shares; 2024Q4: 189,029 shares; 2025Q1: 191,624 shares; 2025Q2: 162,346 shares; 2025Q3: 126,499 shares; 2025Q4: 125,150 shares; 2026Q1: 116,573 shares 116,573 $4.16M 0.01% -8,577 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 5,383 shares; 2025Q1: 5,410 shares; 2025Q2: 5,329 shares; 2025Q3: 5,435 shares; 2025Q4: 3,686 shares; 2026Q1: 3,603 shares 3,603 $4.16M 0.01% -83 FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,540 shares; 2024Q4: 162,433 shares; 2025Q1: 144,895 shares; 2025Q2: 144,514 shares; 2025Q3: 132,880 shares; 2025Q4: 99,617 shares; 2026Q1: 88,599 shares 88,599 $4.16M 0.01% -11,018 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,062 shares; 2024Q4: 428,081 shares; 2025Q1: 426,509 shares; 2025Q2: 417,245 shares; 2025Q3: 95,173 shares; 2025Q4: 79,802 shares; 2026Q1: 83,368 shares 83,368 $4.15M 0.01% +3,566 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 296,152 shares; 2026Q1: 249,743 shares 249,743 $4.15M 0.01% -46,409 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,452 shares; 2024Q4: 87,501 shares; 2025Q1: 68,796 shares; 2025Q2: 63,269 shares; 2025Q3: 60,582 shares; 2025Q4: 34,624 shares; 2026Q1: 91,775 shares 91,775 $4.15M 0.01% +57,151 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,303 shares; 2024Q4: 179,603 shares; 2025Q1: 174,617 shares; 2025Q2: 183,530 shares; 2025Q3: 86,779 shares; 2025Q4: 85,978 shares; 2026Q1: 69,038 shares 69,038 $4.14M 0.01% -16,940 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,027 shares; 2024Q4: 102,958 shares; 2025Q1: 122,724 shares; 2025Q2: 101,742 shares; 2025Q3: 89,204 shares; 2025Q4: 70,682 shares; 2026Q1: 86,791 shares 86,791 $4.14M 0.01% +16,109 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,379 shares; 2024Q4: 129,350 shares; 2025Q1: 128,653 shares; 2025Q2: 128,499 shares; 2025Q3: 133,060 shares; 2025Q4: 130,236 shares; 2026Q1: 125,090 shares 125,090 $4.14M 0.01% -5,146 Timeline HYXF 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: 63,365 shares; 2024Q4: 67,756 shares; 2025Q1: 66,808 shares; 2025Q2: 72,253 shares; 2025Q3: 71,557 shares; 2025Q4: 89,557 shares; 2026Q1: 89,303 shares 89,303 $4.14M 0.01% -254 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,954 shares; 2025Q1: 334,993 shares; 2025Q2: 363,200 shares; 2025Q3: 263,661 shares; 2025Q4: 271,084 shares; 2026Q1: 140,140 shares 140,140 $4.13M 0.01% -130,944 Timeline DHS 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: 27,373 shares; 2024Q4: 30,985 shares; 2025Q1: 35,073 shares; 2025Q2: 37,343 shares; 2025Q3: 34,277 shares; 2025Q4: 35,971 shares; 2026Q1: 37,829 shares 37,829 $4.13M 0.01% +1,858 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,128 shares; 2024Q4: 165,958 shares; 2025Q1: 143,510 shares; 2025Q2: 141,061 shares; 2025Q3: 149,796 shares; 2025Q4: 177,037 shares; 2026Q1: 171,325 shares 171,325 $4.13M 0.01% -5,712 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,117 shares; 2024Q4: 68,593 shares; 2025Q1: 78,511 shares; 2025Q2: 74,636 shares; 2025Q3: 67,752 shares; 2025Q4: 63,691 shares; 2026Q1: 75,226 shares 75,226 $4.11M 0.01% +11,535 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 32,963 shares; 2025Q1: 36,198 shares; 2025Q2: 34,552 shares; 2025Q3: 32,180 shares; 2025Q4: 34,271 shares; 2026Q1: 45,599 shares 45,599 $4.11M 0.01% +11,328 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,381 shares; 2024Q4: 91,070 shares; 2025Q1: 98,127 shares; 2025Q2: 97,278 shares; 2025Q3: 94,337 shares; 2025Q4: 96,616 shares; 2026Q1: 98,278 shares 98,278 $4.11M 0.01% +1,662 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,576 shares; 2025Q3: 31,752 shares; 2025Q4: 63,916 shares; 2026Q1: 142,026 shares 142,026 $4.1M 0.01% +78,110 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,965 shares; 2025Q3: 83,018 shares; 2025Q4: 81,874 shares; 2026Q1: 82,505 shares 82,505 $4.1M 0.01% +631 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 10,176 shares; 2025Q3: 6,000 shares; 2025Q4: 45,035 shares; 2026Q1: 42,863 shares 42,863 $4.09M 0.01% -2,172 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,492 shares; 2024Q4: 40,505 shares; 2025Q1: 41,108 shares; 2025Q2: 38,887 shares; 2025Q3: 38,750 shares; 2025Q4: 29,393 shares; 2026Q1: 29,286 shares 29,286 $4.09M 0.01% -107 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613,694 shares; 2024Q4: 686,444 shares; 2025Q1: 712,723 shares; 2025Q2: 702,944 shares; 2025Q3: 701,094 shares; 2025Q4: 411,449 shares; 2026Q1: 252,727 shares 252,727 $4.09M 0.01% -158,722 Timeline ZSEP 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: 127,455 shares; 2024Q4: 135,325 shares; 2025Q1: 127,706 shares; 2025Q2: 126,865 shares; 2025Q3: 182,187 shares; 2025Q4: 159,572 shares; 2026Q1: 152,052 shares 152,052 $4.06M 0.01% -7,520 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,447 shares; 2024Q4: 217,552 shares; 2025Q1: 209,717 shares; 2025Q2: 240,476 shares; 2025Q3: 85,953 shares; 2025Q4: 96,784 shares; 2026Q1: 95,956 shares 95,956 $4.06M 0.01% -828 Timeline DFSU 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: 71,443 shares; 2024Q4: 76,266 shares; 2025Q1: 78,661 shares; 2025Q2: 82,616 shares; 2025Q3: 86,965 shares; 2025Q4: 96,650 shares; 2026Q1: 98,810 shares 98,810 $4.06M 0.01% +2,160 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,053 shares; 2025Q1: 14,955 shares; 2025Q2: 15,142 shares; 2025Q3: 15,743 shares; 2025Q4: 16,433 shares; 2026Q1: 16,294 shares 16,294 $4.06M 0.01% -139 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,940 shares; 2024Q4: 62,437 shares; 2025Q1: 57,554 shares; 2025Q2: 55,800 shares; 2025Q3: 34,910 shares; 2025Q4: 20,379 shares; 2026Q1: 19,105 shares 19,105 $4.05M 0.01% -1,274 Timeline CDX 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: 169,548 shares; 2024Q4: 175,977 shares; 2025Q1: 178,902 shares; 2025Q2: 368,894 shares; 2025Q3: 373,713 shares; 2025Q4: 386,656 shares; 2026Q1: 189,421 shares 189,421 $4.04M 0.01% -197,235 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,253 shares; 2024Q4: 31,593 shares; 2025Q1: 30,024 shares; 2025Q2: 29,161 shares; 2025Q3: 27,288 shares; 2025Q4: 26,595 shares; 2026Q1: 47,718 shares 47,718 $4.03M 0.01% +21,123 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,981 shares; 2024Q4: 138,054 shares; 2025Q1: 133,979 shares; 2025Q2: 170,452 shares; 2025Q3: 130,214 shares; 2025Q4: 129,259 shares; 2026Q1: 120,344 shares 120,344 $4.01M 0.01% -8,915 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,309 shares; 2026Q1: 154,165 shares 154,165 $4M 0.01% +61,856 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,033 shares; 2024Q4: 94,206 shares; 2025Q1: 89,866 shares; 2025Q2: 85,698 shares; 2025Q3: 83,134 shares; 2025Q4: 82,562 shares; 2026Q1: 78,312 shares 78,312 $4M 0.01% -4,250 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,747 shares; 2024Q4: 18,825 shares; 2025Q1: 19,185 shares; 2025Q2: 30,589 shares; 2025Q3: 28,703 shares; 2025Q4: 17,687 shares; 2026Q1: 19,027 shares 19,027 $3.98M 0.01% +1,340 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,443 shares; 2024Q4: 134,758 shares; 2025Q1: 135,335 shares; 2025Q2: 93,207 shares; 2025Q3: 89,546 shares; 2025Q4: 95,083 shares; 2026Q1: 52,696 shares 52,696 $3.98M 0.01% -42,387 Timeline