TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,632 shares; 2024Q4: 137,771 shares; 2025Q1: 122,991 shares; 2025Q2: 127,809 shares; 2025Q3: 168,793 shares; 2025Q4: 146,667 shares; 2026Q1: 149,679 shares 149,679 $3.97M 0.01% +3,012 Timeline IBMO 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: 129,313 shares; 2024Q4: 140,206 shares; 2025Q1: 153,577 shares; 2025Q2: 149,722 shares; 2025Q3: 156,447 shares; 2025Q4: 172,866 shares; 2026Q1: 154,790 shares 154,790 $3.97M 0.01% -18,076 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,003 shares; 2024Q4: 68,096 shares; 2025Q1: 61,433 shares; 2025Q2: 149,610 shares; 2025Q3: 139,562 shares; 2025Q4: 108,824 shares; 2026Q1: 98,010 shares 98,010 $3.97M 0.01% -10,814 Timeline DDFS 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: 220,348 shares; 2025Q4: 223,788 shares; 2026Q1: 187,475 shares 187,475 $3.96M 0.01% -36,313 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,948 shares; 2024Q4: 146,417 shares; 2025Q1: 139,481 shares; 2025Q2: 140,601 shares; 2025Q3: 128,244 shares; 2025Q4: 117,529 shares; 2026Q1: 106,830 shares 106,830 $3.95M 0.01% -10,699 Timeline APRT 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: 107,252 shares; 2024Q4: 109,741 shares; 2025Q1: 99,946 shares; 2025Q2: 136,911 shares; 2025Q3: 122,272 shares; 2025Q4: 119,338 shares; 2026Q1: 92,970 shares 92,970 $3.95M 0.01% -26,368 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,580 shares; 2024Q4: 79,683 shares; 2025Q1: 113,287 shares; 2025Q2: 95,032 shares; 2025Q3: 96,121 shares; 2025Q4: 87,002 shares; 2026Q1: 84,863 shares 84,863 $3.95M 0.01% -2,139 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,969 shares; 2024Q4: 303,424 shares; 2025Q1: 248,612 shares; 2025Q2: 164,096 shares; 2025Q3: 133,693 shares; 2025Q4: 124,793 shares; 2026Q1: 84,294 shares 84,294 $3.95M 0.01% -40,499 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,609 shares; 2026Q1: 130,324 shares 130,324 $3.95M 0.01% -5,285 Timeline FSIG 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: 370,907 shares; 2024Q4: 377,282 shares; 2025Q1: 132,736 shares; 2025Q2: 144,594 shares; 2025Q3: 145,568 shares; 2025Q4: 134,227 shares; 2026Q1: 208,170 shares 208,170 $3.94M 0.01% +73,943 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,702 shares; 2024Q4: 27,737 shares; 2025Q1: 25,005 shares; 2025Q2: 25,095 shares; 2025Q3: 24,585 shares; 2025Q4: 24,490 shares; 2026Q1: 245,116 shares 245,116 $3.94M 0.01% +220,626 Timeline KBWB 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: 40,647 shares; 2024Q4: 36,352 shares; 2025Q1: 40,509 shares; 2025Q2: 40,215 shares; 2025Q3: 20,801 shares; 2025Q4: 46,822 shares; 2026Q1: 49,750 shares 49,750 $3.94M 0.01% +2,928 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,916 shares; 2024Q4: 52,123 shares; 2025Q1: 64,259 shares; 2025Q2: 55,757 shares; 2025Q3: 46,587 shares; 2025Q4: 37,874 shares; 2026Q1: 35,289 shares 35,289 $3.93M 0.01% -2,585 Timeline JPEM 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: 79,157 shares; 2024Q4: 84,976 shares; 2025Q1: 87,249 shares; 2025Q2: 92,260 shares; 2025Q3: 90,523 shares; 2025Q4: 92,694 shares; 2026Q1: 63,262 shares 63,262 $3.93M 0.01% -29,432 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,526 shares; 2025Q1: 19,790 shares; 2025Q2: 9,588 shares; 2025Q3: 6,097 shares; 2025Q4: 7,293 shares; 2026Q1: 6,625 shares 6,625 $3.93M 0.01% -668 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,666 shares; 2024Q4: 50,904 shares; 2025Q1: 50,444 shares; 2025Q2: 49,992 shares; 2025Q3: 48,221 shares; 2025Q4: 52,175 shares; 2026Q1: 43,048 shares 43,048 $3.92M 0.01% -9,127 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,475 shares; 2025Q2: 54,454 shares; 2025Q3: 54,804 shares; 2025Q4: 72,302 shares; 2026Q1: 110,213 shares 110,213 $3.91M 0.01% +37,911 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,630 shares; 2025Q2: not reported; 2025Q3: 2,914 shares; 2025Q4: 3,378 shares; 2026Q1: 6,158 shares 6,158 $3.91M 0.01% +2,780 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,660 shares; 2024Q4: 70,579 shares; 2025Q1: 66,292 shares; 2025Q2: 58,293 shares; 2025Q3: 51,659 shares; 2025Q4: 37,379 shares; 2026Q1: 84,211 shares 84,211 $3.91M 0.01% +46,832 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 25,336 shares; 2025Q1: 29,831 shares; 2025Q2: 28,824 shares; 2025Q3: 30,360 shares; 2025Q4: 22,301 shares; 2026Q1: 21,116 shares 21,116 $3.9M 0.01% -1,185 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 15,592 shares; 2025Q1: 14,276 shares; 2025Q2: 15,191 shares; 2025Q3: 15,250 shares; 2025Q4: 15,118 shares; 2026Q1: 14,225 shares 14,225 $3.9M 0.01% -893 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,092 shares; 2024Q4: 84,055 shares; 2025Q1: 83,592 shares; 2025Q2: 104,396 shares; 2025Q3: 122,605 shares; 2025Q4: 110,562 shares; 2026Q1: 88,464 shares 88,464 $3.89M 0.01% -22,098 Timeline GSST 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: 25,709 shares; 2024Q4: 28,564 shares; 2025Q1: 30,882 shares; 2025Q2: 39,858 shares; 2025Q3: 41,924 shares; 2025Q4: 49,748 shares; 2026Q1: 76,716 shares 76,716 $3.88M 0.01% +26,968 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,354 shares; 2024Q4: 91,448 shares; 2025Q1: 92,910 shares; 2025Q2: 85,464 shares; 2025Q3: 87,105 shares; 2025Q4: 96,512 shares; 2026Q1: 119,123 shares 119,123 $3.87M 0.01% +22,611 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 75,672 shares; 2025Q1: 64,541 shares; 2025Q2: 60,001 shares; 2025Q3: 55,696 shares; 2025Q4: 50,014 shares; 2026Q1: 40,950 shares 40,950 $3.87M 0.01% -9,064 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,998 shares; 2024Q4: 34,410 shares; 2025Q1: 42,326 shares; 2025Q2: 51,771 shares; 2025Q3: 87,554 shares; 2025Q4: 74,393 shares; 2026Q1: 80,227 shares 80,227 $3.87M 0.01% +5,834 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,832 shares; 2024Q4: 135,154 shares; 2025Q1: 118,659 shares; 2025Q2: 126,227 shares; 2025Q3: 101,459 shares; 2025Q4: 84,847 shares; 2026Q1: 89,409 shares 89,409 $3.86M 0.01% +4,562 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,536 shares; 2024Q4: 20,291 shares; 2025Q1: 21,314 shares; 2025Q2: 21,191 shares; 2025Q3: 20,499 shares; 2025Q4: 19,321 shares; 2026Q1: 17,995 shares 17,995 $3.86M 0.01% -1,326 Timeline NUKZ 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: not reported; 2024Q4: not reported; 2025Q1: 28,464 shares; 2025Q2: 37,290 shares; 2025Q3: 48,782 shares; 2025Q4: 52,461 shares; 2026Q1: 58,577 shares 58,577 $3.85M 0.01% +6,116 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,273 shares; 2024Q4: 278,338 shares; 2025Q1: 155,106 shares; 2025Q2: 136,390 shares; 2025Q3: 280,399 shares; 2025Q4: 270,072 shares; 2026Q1: 215,792 shares 215,792 $3.85M 0.01% -54,280 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,899 shares; 2024Q4: 117,740 shares; 2025Q1: 115,586 shares; 2025Q2: 106,403 shares; 2025Q3: 100,820 shares; 2025Q4: 96,505 shares; 2026Q1: 71,281 shares 71,281 $3.84M 0.01% -25,224 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,733 shares; 2024Q4: 203,304 shares; 2025Q1: 206,481 shares; 2025Q2: 200,747 shares; 2025Q3: 175,723 shares; 2025Q4: 174,396 shares; 2026Q1: 194,570 shares 194,570 $3.83M 0.01% +20,174 Timeline OCTP 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: not reported; 2024Q4: not reported; 2025Q1: 12,296 shares; 2025Q2: 13,071 shares; 2025Q3: 12,376 shares; 2025Q4: 131,902 shares; 2026Q1: 129,002 shares 129,002 $3.82M 0.01% -2,900 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,521 shares; 2024Q4: 243,351 shares; 2025Q1: 359,608 shares; 2025Q2: 231,842 shares; 2025Q3: 205,221 shares; 2025Q4: 63,636 shares; 2026Q1: 63,278 shares 63,278 $3.81M 0.01% -358 Timeline SOXL 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: 33,343 shares; 2024Q4: 32,497 shares; 2025Q1: 34,048 shares; 2025Q2: 62,842 shares; 2025Q3: 64,915 shares; 2025Q4: 99,847 shares; 2026Q1: 79,442 shares 79,442 $3.81M 0.01% -20,405 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 15,364 shares; 2025Q1: 13,501 shares; 2025Q2: 36,501 shares; 2025Q3: 40,097 shares; 2025Q4: 15,701 shares; 2026Q1: 46,134 shares 46,134 $3.8M 0.01% +30,433 Timeline EUSA 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: 51,536 shares; 2024Q4: 54,723 shares; 2025Q1: 48,016 shares; 2025Q2: 49,430 shares; 2025Q3: 50,404 shares; 2025Q4: 32,094 shares; 2026Q1: 37,248 shares 37,248 $3.79M 0.01% +5,154 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,867 shares; 2024Q4: 145,579 shares; 2025Q1: 143,955 shares; 2025Q2: 137,708 shares; 2025Q3: 95,831 shares; 2025Q4: 112,854 shares; 2026Q1: 46,985 shares 46,985 $3.79M 0.01% -65,869 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,550 shares; 2024Q4: 48,714 shares; 2025Q1: 44,743 shares; 2025Q2: 38,599 shares; 2025Q3: 41,763 shares; 2025Q4: 61,220 shares; 2026Q1: 68,619 shares 68,619 $3.79M 0.01% +7,399 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,195 shares; 2024Q4: 82,150 shares; 2025Q1: 92,635 shares; 2025Q2: 85,781 shares; 2025Q3: 75,467 shares; 2025Q4: 60,433 shares; 2026Q1: 57,001 shares 57,001 $3.78M 0.01% -3,432 Timeline AVLC 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: 8,037 shares; 2024Q4: 8,280 shares; 2025Q1: 8,441 shares; 2025Q2: 8,424 shares; 2025Q3: 9,785 shares; 2025Q4: 34,687 shares; 2026Q1: 48,621 shares 48,621 $3.77M 0.01% +13,934 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,469 shares; 2024Q4: 36,576 shares; 2025Q1: 38,819 shares; 2025Q2: 35,204 shares; 2025Q3: 42,428 shares; 2025Q4: 42,811 shares; 2026Q1: 35,839 shares 35,839 $3.77M 0.01% -6,972 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 5,679 shares; 2025Q4: 89,991 shares; 2026Q1: 89,354 shares 89,354 $3.77M 0.01% -637 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,356 shares; 2025Q3: 88,658 shares; 2025Q4: 88,305 shares; 2026Q1: 73,821 shares 73,821 $3.76M 0.01% -14,484 Timeline UMAR 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: 75,322 shares; 2024Q4: 69,421 shares; 2025Q1: 83,824 shares; 2025Q2: 92,856 shares; 2025Q3: 85,751 shares; 2025Q4: 83,089 shares; 2026Q1: 94,286 shares 94,286 $3.75M 0.01% +11,197 Timeline KOMP 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: 63,686 shares; 2024Q4: 61,992 shares; 2025Q1: 111,112 shares; 2025Q2: 62,700 shares; 2025Q3: 60,293 shares; 2025Q4: 69,575 shares; 2026Q1: 64,026 shares 64,026 $3.74M 0.01% -5,549 Timeline PRFZ 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: 265,559 shares; 2024Q4: 257,630 shares; 2025Q1: 253,774 shares; 2025Q2: 258,427 shares; 2025Q3: 256,915 shares; 2025Q4: 258,696 shares; 2026Q1: 81,466 shares 81,466 $3.74M 0.01% -177,230 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,408 shares; 2024Q4: 68,614 shares; 2025Q1: 74,882 shares; 2025Q2: 62,574 shares; 2025Q3: 69,097 shares; 2025Q4: 78,113 shares; 2026Q1: 78,488 shares 78,488 $3.73M 0.01% +375 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 14,206 shares; 2025Q1: 23,781 shares; 2025Q2: 36,051 shares; 2025Q3: 37,427 shares; 2025Q4: 38,316 shares; 2026Q1: 53,989 shares 53,989 $3.73M 0.01% +15,673 Timeline AVMU 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: 76,796 shares; 2024Q4: 82,291 shares; 2025Q1: 85,161 shares; 2025Q2: 88,607 shares; 2025Q3: 84,405 shares; 2025Q4: 81,116 shares; 2026Q1: 81,258 shares 81,258 $3.72M 0.01% +142 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,645 shares; 2025Q2: 24,249 shares; 2025Q3: 76,671 shares; 2025Q4: 81,146 shares; 2026Q1: 147,171 shares 147,171 $3.72M 0.01% +66,025 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,804 shares 81,804 $3.69M 0.01% new Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,955 shares; 2025Q4: 272,605 shares; 2026Q1: 73,201 shares 73,201 $3.68M 0.01% -199,404 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,281 shares; 2024Q4: 107,268 shares; 2025Q1: 119,089 shares; 2025Q2: 118,253 shares; 2025Q3: 74,550 shares; 2025Q4: 70,823 shares; 2026Q1: 69,522 shares 69,522 $3.68M 0.01% -1,301 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,994 shares; 2025Q1: 4,063 shares; 2025Q2: 4,117 shares; 2025Q3: 4,498 shares; 2025Q4: 3,703 shares; 2026Q1: 1,921 shares 1,921 $3.68M 0.01% -1,782 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,179 shares; 2024Q4: 267,496 shares; 2025Q1: 269,714 shares; 2025Q2: 295,488 shares; 2025Q3: 307,157 shares; 2025Q4: 303,749 shares; 2026Q1: 299,364 shares 299,364 $3.68M 0.01% -4,385 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,786 shares; 2024Q4: 47,066 shares; 2025Q1: 45,646 shares; 2025Q2: 35,071 shares; 2025Q3: 33,349 shares; 2025Q4: 32,894 shares; 2026Q1: 35,744 shares 35,744 $3.67M 0.01% +2,850 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 25,397 shares; 2025Q1: 27,515 shares; 2025Q2: 23,665 shares; 2025Q3: 46,192 shares; 2025Q4: 23,265 shares; 2026Q1: 20,907 shares 20,907 $3.67M 0.01% -2,358 Timeline QUS 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: 29,438 shares; 2024Q4: 30,059 shares; 2025Q1: 28,148 shares; 2025Q2: 28,312 shares; 2025Q3: 28,154 shares; 2025Q4: 21,462 shares; 2026Q1: 21,395 shares 21,395 $3.67M 0.01% -67 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,763 shares; 2024Q4: 218,162 shares; 2025Q1: 208,636 shares; 2025Q2: 233,308 shares; 2025Q3: 215,252 shares; 2025Q4: 183,138 shares; 2026Q1: 161,842 shares 161,842 $3.67M 0.01% -21,296 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 52,503 shares; 2025Q1: 59,268 shares; 2025Q2: 58,193 shares; 2025Q3: 51,974 shares; 2025Q4: 48,121 shares; 2026Q1: 39,880 shares 39,880 $3.67M 0.01% -8,241 Timeline GCOR 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: 120,861 shares; 2024Q4: 107,131 shares; 2025Q1: 100,339 shares; 2025Q2: 109,309 shares; 2025Q3: 88,424 shares; 2025Q4: 88,919 shares; 2026Q1: 88,789 shares 88,789 $3.67M 0.01% -130 Timeline DDFN 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: 206,152 shares; 2026Q1: 192,760 shares 192,760 $3.66M 0.01% -13,392 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,646 shares; 2024Q4: 51,341 shares; 2025Q1: 58,540 shares; 2025Q2: 64,928 shares; 2025Q3: 41,194 shares; 2025Q4: 26,786 shares; 2026Q1: 24,187 shares 24,187 $3.66M 0.01% -2,599 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,564 shares; 2024Q4: 108,543 shares; 2025Q1: 114,099 shares; 2025Q2: 98,698 shares; 2025Q3: 116,898 shares; 2025Q4: 87,616 shares; 2026Q1: 65,451 shares 65,451 $3.65M 0.01% -22,165 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,409 shares; 2024Q4: 306,828 shares; 2025Q1: 309,423 shares; 2025Q2: 310,736 shares; 2025Q3: 269,702 shares; 2025Q4: 252,045 shares; 2026Q1: 267,092 shares 267,092 $3.65M 0.01% +15,047 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,078 shares; 2025Q3: 33,952 shares; 2025Q4: 239,223 shares; 2026Q1: 464,653 shares 464,653 $3.64M 0.01% +225,430 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,974 shares; 2024Q4: 266,518 shares; 2025Q1: 376,469 shares; 2025Q2: 335,061 shares; 2025Q3: 170,194 shares; 2025Q4: 184,462 shares; 2026Q1: 228,892 shares 228,892 $3.64M 0.01% +44,430 Timeline RWR 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: 48,869 shares; 2024Q4: 58,811 shares; 2025Q1: 59,403 shares; 2025Q2: 60,088 shares; 2025Q3: 39,438 shares; 2025Q4: 37,276 shares; 2026Q1: 36,039 shares 36,039 $3.64M 0.01% -1,237 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,292 shares; 2024Q4: 358,574 shares; 2025Q1: 367,368 shares; 2025Q2: 338,631 shares; 2025Q3: 352,146 shares; 2025Q4: 316,575 shares; 2026Q1: 301,394 shares 301,394 $3.63M 0.01% -15,181 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,729 shares; 2024Q4: 292,727 shares; 2025Q1: 274,123 shares; 2025Q2: 275,859 shares; 2025Q3: 2,986,579 shares; 2025Q4: 2,100,825 shares; 2026Q1: 2,593,632 shares 2,593,632 $3.63M 0.01% +492,807 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,893 shares; 2024Q4: 184,225 shares; 2025Q1: 189,803 shares; 2025Q2: 198,252 shares; 2025Q3: 196,787 shares; 2025Q4: 199,548 shares; 2026Q1: 154,511 shares 154,511 $3.63M 0.01% -45,037 Timeline USEP 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: 60,134 shares; 2024Q4: 60,906 shares; 2025Q1: 60,906 shares; 2025Q2: 60,907 shares; 2025Q3: 91,607 shares; 2025Q4: 93,684 shares; 2026Q1: 93,575 shares 93,575 $3.62M 0.01% -109 Timeline GOAU 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: 57,494 shares; 2024Q4: 60,839 shares; 2025Q1: 63,344 shares; 2025Q2: 67,153 shares; 2025Q3: 71,428 shares; 2025Q4: 76,039 shares; 2026Q1: 81,300 shares 81,300 $3.61M 0.01% +5,261 Timeline POWA 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: 49,188 shares; 2024Q4: 46,669 shares; 2025Q1: 46,433 shares; 2025Q2: 44,599 shares; 2025Q3: 44,526 shares; 2025Q4: 43,330 shares; 2026Q1: 41,844 shares 41,844 $3.6M 0.01% -1,486 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 18,644 shares; 2025Q1: 49,318 shares; 2025Q2: 30,861 shares; 2025Q3: 30,648 shares; 2025Q4: 41,216 shares; 2026Q1: 39,602 shares 39,602 $3.59M 0.01% -1,614 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,201 shares; 2025Q1: 46,449 shares; 2025Q2: 30,586 shares; 2025Q3: 26,134 shares; 2025Q4: 163,616 shares; 2026Q1: 128,842 shares 128,842 $3.59M 0.01% -34,774 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,836 shares; 2024Q4: 68,919 shares; 2025Q1: 66,758 shares; 2025Q2: 471,390 shares; 2025Q3: 478,353 shares; 2025Q4: 92,807 shares; 2026Q1: 117,129 shares 117,129 $3.57M <0.01% +24,322 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,136 shares; 2024Q4: 19,065 shares; 2025Q1: 19,041 shares; 2025Q2: 18,720 shares; 2025Q3: 18,824 shares; 2025Q4: 18,648 shares; 2026Q1: 18,938 shares 18,938 $3.56M <0.01% +290 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,509 shares; 2024Q4: 56,295 shares; 2025Q1: 53,791 shares; 2025Q2: 40,384 shares; 2025Q3: 36,604 shares; 2025Q4: 41,145 shares; 2026Q1: 39,382 shares 39,382 $3.56M <0.01% -1,763 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,188 shares; 2024Q4: 24,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,418 shares; 2026Q1: 96,291 shares 96,291 $3.56M <0.01% +23,873 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,457 shares; 2024Q4: 37,357 shares; 2025Q1: 38,558 shares; 2025Q2: 40,506 shares; 2025Q3: 55,624 shares; 2025Q4: 55,143 shares; 2026Q1: 51,107 shares 51,107 $3.55M <0.01% -4,036 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,490 shares 70,490 $3.55M <0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,252 shares; 2024Q4: 117,193 shares; 2025Q1: 115,442 shares; 2025Q2: 198,108 shares; 2025Q3: 211,469 shares; 2025Q4: 244,717 shares; 2026Q1: 174,443 shares 174,443 $3.55M <0.01% -70,274 Timeline LDUR 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: 32,734 shares; 2024Q4: 24,590 shares; 2025Q1: 23,041 shares; 2025Q2: 42,809 shares; 2025Q3: 42,777 shares; 2025Q4: 41,780 shares; 2026Q1: 36,997 shares 36,997 $3.55M <0.01% -4,783 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 7,294 shares; 2025Q1: 7,997 shares; 2025Q2: 14,504 shares; 2025Q3: 14,544 shares; 2025Q4: 12,901 shares; 2026Q1: 53,830 shares 53,830 $3.54M <0.01% +40,929 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 3,396 shares; 2025Q1: 3,389 shares; 2025Q2: 2,485 shares; 2025Q3: 2,933 shares; 2025Q4: 4,582 shares; 2026Q1: 5,032 shares 5,032 $3.54M <0.01% +450 Timeline DDFD 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: 170,171 shares; 2026Q1: 186,476 shares 186,476 $3.53M <0.01% +16,305 Timeline ISCG 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: 77,303 shares; 2024Q4: 78,135 shares; 2025Q1: 83,694 shares; 2025Q2: 83,468 shares; 2025Q3: 83,645 shares; 2025Q4: 66,747 shares; 2026Q1: 64,182 shares 64,182 $3.52M <0.01% -2,565 Timeline DFGX 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: 97,942 shares; 2024Q4: 118,367 shares; 2025Q1: 123,103 shares; 2025Q2: 123,756 shares; 2025Q3: 149,683 shares; 2025Q4: 69,034 shares; 2026Q1: 67,049 shares 67,049 $3.52M <0.01% -1,985 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,061 shares; 2024Q4: 173,223 shares; 2025Q1: 162,960 shares; 2025Q2: 136,022 shares; 2025Q3: 114,267 shares; 2025Q4: 98,945 shares; 2026Q1: 93,313 shares 93,313 $3.51M <0.01% -5,632 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 6,537 shares; 2025Q1: 8,471 shares; 2025Q2: 9,926 shares; 2025Q3: 9,407 shares; 2025Q4: 9,745 shares; 2026Q1: 10,577 shares 10,577 $3.5M <0.01% +832 Timeline QDF 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: 49,168 shares; 2024Q4: 47,064 shares; 2025Q1: 46,712 shares; 2025Q2: 46,083 shares; 2025Q3: 47,894 shares; 2025Q4: 47,728 shares; 2026Q1: 44,212 shares 44,212 $3.5M <0.01% -3,516 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: not reported; 2025Q1: 8,925 shares; 2025Q2: 18,336 shares; 2025Q3: 24,817 shares; 2025Q4: 107,711 shares; 2026Q1: 109,330 shares 109,330 $3.48M <0.01% +1,619 Timeline GVIP 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: 31,179 shares; 2026Q1: 23,877 shares 23,877 $3.48M <0.01% -7,302 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,709 shares; 2024Q4: 50,007 shares; 2025Q1: 51,582 shares; 2025Q2: 52,048 shares; 2025Q3: 52,547 shares; 2025Q4: 53,307 shares; 2026Q1: 52,928 shares 52,928 $3.48M <0.01% -379 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 12,289 shares; 2026Q1: 90,216 shares 90,216 $3.48M <0.01% +77,927 Timeline IAUG 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: 22,569 shares; 2024Q4: 22,569 shares; 2025Q1: 22,274 shares; 2025Q2: 22,274 shares; 2025Q3: 105,765 shares; 2025Q4: 121,755 shares; 2026Q1: 121,311 shares 121,311 $3.48M <0.01% -444 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 34,266 shares; 2025Q1: 33,364 shares; 2025Q2: 58,310 shares; 2025Q3: 65,999 shares; 2025Q4: 55,673 shares; 2026Q1: 55,076 shares 55,076 $3.45M <0.01% -597 Timeline KRE 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: 132,225 shares; 2024Q4: 196,013 shares; 2025Q1: 289,573 shares; 2025Q2: 83,876 shares; 2025Q3: 65,812 shares; 2025Q4: 62,362 shares; 2026Q1: 52,851 shares 52,851 $3.44M <0.01% -9,511 Timeline SIXP 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: 95,456 shares; 2024Q4: 97,780 shares; 2025Q1: 119,732 shares; 2025Q2: 119,732 shares; 2025Q3: 118,412 shares; 2025Q4: 114,192 shares; 2026Q1: 110,082 shares 110,082 $3.44M <0.01% -4,110 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,491 shares; 2024Q4: 43,802 shares; 2025Q1: 44,733 shares; 2025Q2: 42,634 shares; 2025Q3: 39,634 shares; 2025Q4: 37,031 shares; 2026Q1: 47,104 shares 47,104 $3.44M <0.01% +10,073 Timeline AAPR 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: 122,306 shares; 2024Q4: 119,861 shares; 2025Q1: 129,386 shares; 2025Q2: 130,108 shares; 2025Q3: 127,703 shares; 2025Q4: 121,920 shares; 2026Q1: 119,366 shares 119,366 $3.44M <0.01% -2,554 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 18,450 shares; 2025Q1: 28,693 shares; 2025Q2: 18,823 shares; 2025Q3: 16,463 shares; 2025Q4: 14,370 shares; 2026Q1: 13,708 shares 13,708 $3.43M <0.01% -662 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,552 shares; 2024Q4: 238,474 shares; 2025Q1: 261,772 shares; 2025Q2: 249,874 shares; 2025Q3: 229,182 shares; 2025Q4: 253,228 shares; 2026Q1: 227,263 shares 227,263 $3.42M <0.01% -25,965 Timeline BCHP 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: 18,435 shares; 2024Q4: 23,583 shares; 2025Q1: 26,956 shares; 2025Q2: 29,936 shares; 2025Q3: 98,072 shares; 2025Q4: 101,289 shares; 2026Q1: 104,450 shares 104,450 $3.42M <0.01% +3,161 Timeline SCHZ 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: 109,324 shares; 2024Q4: 195,166 shares; 2025Q1: 179,803 shares; 2025Q2: 171,075 shares; 2025Q3: 156,863 shares; 2025Q4: 151,885 shares; 2026Q1: 147,114 shares 147,114 $3.42M <0.01% -4,771 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,811 shares; 2024Q4: 188,898 shares; 2025Q1: 198,678 shares; 2025Q2: 168,508 shares; 2025Q3: 172,898 shares; 2025Q4: 165,608 shares; 2026Q1: 165,742 shares 165,742 $3.41M <0.01% +134 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,288 shares; 2024Q4: 47,345 shares; 2025Q1: 60,313 shares; 2025Q2: 40,337 shares; 2025Q3: 55,368 shares; 2025Q4: 49,724 shares; 2026Q1: 51,430 shares 51,430 $3.4M <0.01% +1,706 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,218 shares; 2024Q4: 61,548 shares; 2025Q1: 62,245 shares; 2025Q2: 63,057 shares; 2025Q3: 63,918 shares; 2025Q4: 62,916 shares; 2026Q1: 40,251 shares 40,251 $3.4M <0.01% -22,665 Timeline XMPT 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: 153,868 shares; 2024Q4: 166,204 shares; 2025Q1: 173,134 shares; 2025Q2: 181,638 shares; 2025Q3: 167,046 shares; 2025Q4: 157,296 shares; 2026Q1: 157,640 shares 157,640 $3.39M <0.01% +344 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,367 shares; 2025Q2: 70,464 shares; 2025Q3: 70,722 shares; 2025Q4: 69,621 shares; 2026Q1: 69,837 shares 69,837 $3.39M <0.01% +216 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,433 shares; 2024Q4: 161,594 shares; 2025Q1: 213,682 shares; 2025Q2: 215,593 shares; 2025Q3: 199,500 shares; 2025Q4: 208,832 shares; 2026Q1: 236,022 shares 236,022 $3.39M <0.01% +27,190 Timeline PBJA 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: not reported; 2024Q4: not reported; 2025Q1: 23,638 shares; 2025Q2: 23,934 shares; 2025Q3: 24,808 shares; 2025Q4: 41,791 shares; 2026Q1: 111,201 shares 111,201 $3.38M <0.01% +69,410 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,457 shares; 2024Q4: 29,457 shares; 2025Q1: 29,457 shares; 2025Q2: 29,461 shares; 2025Q3: 30,052 shares; 2025Q4: 30,084 shares; 2026Q1: 30,091 shares 30,091 $3.38M <0.01% +7 Timeline HMOP 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: 141,901 shares; 2024Q4: 154,839 shares; 2025Q1: 159,373 shares; 2025Q2: 136,533 shares; 2025Q3: 129,009 shares; 2025Q4: 87,536 shares; 2026Q1: 87,100 shares 87,100 $3.37M <0.01% -436 Timeline DIV 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: 186,428 shares; 2024Q4: 191,379 shares; 2025Q1: 186,509 shares; 2025Q2: 191,027 shares; 2025Q3: 196,422 shares; 2025Q4: 167,814 shares; 2026Q1: 178,296 shares 178,296 $3.37M <0.01% +10,482 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,119 shares; 2024Q4: 28,877 shares; 2025Q1: 28,027 shares; 2025Q2: 26,963 shares; 2025Q3: 26,455 shares; 2025Q4: 22,469 shares; 2026Q1: 20,737 shares 20,737 $3.37M <0.01% -1,732 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,931 shares; 2024Q4: 33,154 shares; 2025Q1: 71,942 shares; 2025Q2: 69,194 shares; 2025Q3: 69,283 shares; 2025Q4: 70,519 shares; 2026Q1: 59,037 shares 59,037 $3.37M <0.01% -11,482 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,987 shares; 2024Q4: 316,782 shares; 2025Q1: 483,208 shares; 2025Q2: 529,823 shares; 2025Q3: 300,366 shares; 2025Q4: 352,715 shares; 2026Q1: 385,025 shares 385,025 $3.36M <0.01% +32,310 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L 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: 125,398 shares 125,398 $3.36M <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 135,105 shares; 2025Q1: 143,125 shares; 2025Q2: 137,077 shares; 2025Q3: 161,986 shares; 2025Q4: 151,306 shares; 2026Q1: 161,752 shares 161,752 $3.35M <0.01% +10,446 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,373 shares; 2024Q4: 385,270 shares; 2025Q1: 368,056 shares; 2025Q2: 369,601 shares; 2025Q3: 351,643 shares; 2025Q4: 328,101 shares; 2026Q1: 300,195 shares 300,195 $3.34M <0.01% -27,906 Timeline WTAI 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: 57,067 shares; 2024Q4: 42,487 shares; 2025Q1: 62,281 shares; 2025Q2: 55,741 shares; 2025Q3: 42,864 shares; 2025Q4: 111,618 shares; 2026Q1: 118,215 shares 118,215 $3.34M <0.01% +6,597 Timeline SCHO 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: 100,360 shares; 2024Q4: 217,429 shares; 2025Q1: 300,416 shares; 2025Q2: 309,306 shares; 2025Q3: 175,916 shares; 2025Q4: 147,335 shares; 2026Q1: 137,204 shares 137,204 $3.33M <0.01% -10,131 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,120 shares; 2024Q4: 59,418 shares; 2025Q1: 57,996 shares; 2025Q2: 56,743 shares; 2025Q3: 53,336 shares; 2025Q4: 52,942 shares; 2026Q1: 53,225 shares 53,225 $3.33M <0.01% +283 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,343 shares; 2024Q4: 26,292 shares; 2025Q1: 27,480 shares; 2025Q2: 28,551 shares; 2025Q3: 18,017 shares; 2025Q4: 18,394 shares; 2026Q1: 18,102 shares 18,102 $3.32M <0.01% -292 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,466 shares; 2024Q4: 32,538 shares; 2025Q1: 37,661 shares; 2025Q2: 51,109 shares; 2025Q3: 56,804 shares; 2025Q4: 61,901 shares; 2026Q1: 66,319 shares 66,319 $3.3M <0.01% +4,418 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,084 shares; 2024Q4: 115,363 shares; 2025Q1: 130,656 shares; 2025Q2: 163,013 shares; 2025Q3: 166,455 shares; 2025Q4: 177,999 shares; 2026Q1: 193,994 shares 193,994 $3.29M <0.01% +15,995 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: not reported; 2026Q1: 64,294 shares 64,294 $3.28M <0.01% new Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,746 shares; 2024Q4: 156,963 shares; 2025Q1: 156,647 shares; 2025Q2: 147,983 shares; 2025Q3: 141,585 shares; 2025Q4: 138,930 shares; 2026Q1: 144,155 shares 144,155 $3.28M <0.01% +5,225 Timeline KAUG 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: 100,056 shares; 2024Q4: 89,489 shares; 2025Q1: 92,303 shares; 2025Q2: 93,337 shares; 2025Q3: 124,071 shares; 2025Q4: 124,107 shares; 2026Q1: 122,225 shares 122,225 $3.28M <0.01% -1,882 Timeline WWJD 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: 70,067 shares; 2024Q4: 72,237 shares; 2025Q1: 75,842 shares; 2025Q2: 83,779 shares; 2025Q3: 89,088 shares; 2025Q4: 89,814 shares; 2026Q1: 87,481 shares 87,481 $3.27M <0.01% -2,333 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 11,968 shares; 2025Q1: 11,357 shares; 2025Q2: 13,434 shares; 2025Q3: 12,982 shares; 2025Q4: 11,298 shares; 2026Q1: 9,534 shares 9,534 $3.26M <0.01% -1,764 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 55,851 shares; 2025Q4: 57,106 shares; 2026Q1: 124,202 shares 124,202 $3.26M <0.01% +67,096 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 57,623 shares; 2025Q1: 57,640 shares; 2025Q2: 57,758 shares; 2025Q3: 59,285 shares; 2025Q4: 62,474 shares; 2026Q1: 65,861 shares 65,861 $3.26M <0.01% +3,387 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 24,231 shares; 2025Q1: 24,150 shares; 2025Q2: 24,537 shares; 2025Q3: 24,222 shares; 2025Q4: 22,155 shares; 2026Q1: 37,476 shares 37,476 $3.26M <0.01% +15,321 Timeline FEUS 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: 49,876 shares; 2024Q4: 45,110 shares; 2025Q1: 44,803 shares; 2025Q2: 45,932 shares; 2025Q3: 46,550 shares; 2025Q4: 42,049 shares; 2026Q1: 46,581 shares 46,581 $3.25M <0.01% +4,532 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,055 shares; 2024Q4: 122,162 shares; 2025Q1: 126,720 shares; 2025Q2: 129,608 shares; 2025Q3: 114,935 shares; 2025Q4: 125,720 shares; 2026Q1: 126,905 shares 126,905 $3.25M <0.01% +1,185 Timeline CVSB 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: 26,138 shares; 2024Q4: 38,610 shares; 2025Q1: 51,232 shares; 2025Q2: 66,399 shares; 2025Q3: 56,171 shares; 2025Q4: 62,187 shares; 2026Q1: 63,918 shares 63,918 $3.23M <0.01% +1,731 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,410 shares; 2024Q4: 50,201 shares; 2025Q1: 55,998 shares; 2025Q2: 47,675 shares; 2025Q3: 44,637 shares; 2025Q4: 40,262 shares; 2026Q1: 41,085 shares 41,085 $3.23M <0.01% +823 Timeline AIVL 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: 33,849 shares; 2024Q4: 33,854 shares; 2025Q1: 37,900 shares; 2025Q2: 31,708 shares; 2025Q3: 30,584 shares; 2025Q4: 25,741 shares; 2026Q1: 27,909 shares 27,909 $3.23M <0.01% +2,168 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,143 shares; 2026Q1: 78,309 shares 78,309 $3.23M <0.01% +65,166 Timeline CDL 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: 46,670 shares; 2024Q4: 43,750 shares; 2025Q1: 43,483 shares; 2025Q2: 43,369 shares; 2025Q3: 43,027 shares; 2025Q4: 42,889 shares; 2026Q1: 43,279 shares 43,279 $3.22M <0.01% +390 Timeline JIII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,179 shares; 2026Q1: 65,024 shares 65,024 $3.22M <0.01% +51,845 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,944 shares; 2026Q1: 171,613 shares 171,613 $3.22M <0.01% +3,669 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,278 shares; 2024Q4: 80,495 shares; 2025Q1: 80,455 shares; 2025Q2: 74,037 shares; 2025Q3: 66,922 shares; 2025Q4: 193,913 shares; 2026Q1: 69,722 shares 69,722 $3.22M <0.01% -124,191 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,352 shares; 2024Q4: 38,822 shares; 2025Q1: 39,687 shares; 2025Q2: 44,366 shares; 2025Q3: 44,505 shares; 2025Q4: 45,517 shares; 2026Q1: 47,801 shares 47,801 $3.22M <0.01% +2,284 Timeline AAXJ 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: 121,049 shares; 2024Q4: 121,036 shares; 2025Q1: 129,393 shares; 2025Q2: 129,123 shares; 2025Q3: 201,056 shares; 2025Q4: 32,532 shares; 2026Q1: 33,346 shares 33,346 $3.21M <0.01% +814 Timeline ZAUG 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: 99,778 shares; 2024Q4: 89,215 shares; 2025Q1: 91,080 shares; 2025Q2: 84,366 shares; 2025Q3: 130,515 shares; 2025Q4: 125,744 shares; 2026Q1: 120,497 shares 120,497 $3.21M <0.01% -5,247 Timeline KDEC 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: 42,483 shares; 2025Q1: 48,835 shares; 2025Q2: 46,339 shares; 2025Q3: 87,235 shares; 2025Q4: 126,082 shares; 2026Q1: 124,113 shares 124,113 $3.19M <0.01% -1,969 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,008 shares 110,008 $3.19M <0.01% new Timeline USXF 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: 71,672 shares; 2024Q4: 77,049 shares; 2025Q1: 75,381 shares; 2025Q2: 73,893 shares; 2025Q3: 66,035 shares; 2025Q4: 53,468 shares; 2026Q1: 57,618 shares 57,618 $3.18M <0.01% +4,150 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,024 shares; 2024Q4: 37,643 shares; 2025Q1: 36,482 shares; 2025Q2: 37,544 shares; 2025Q3: 38,618 shares; 2025Q4: 38,982 shares; 2026Q1: 38,336 shares 38,336 $3.18M <0.01% -646 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,317 shares; 2024Q4: 307,683 shares; 2025Q1: 315,544 shares; 2025Q2: 319,994 shares; 2025Q3: 320,652 shares; 2025Q4: 303,910 shares; 2026Q1: 307,913 shares 307,913 $3.17M <0.01% +4,003 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,643 shares; 2024Q4: 50,726 shares; 2025Q1: 67,942 shares; 2025Q2: 80,165 shares; 2025Q3: 66,624 shares; 2025Q4: 71,732 shares; 2026Q1: 48,064 shares 48,064 $3.17M <0.01% -23,668 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,908 shares; 2024Q4: 123,367 shares; 2025Q1: 116,855 shares; 2025Q2: 108,515 shares; 2025Q3: 99,532 shares; 2025Q4: 81,557 shares; 2026Q1: 67,363 shares 67,363 $3.17M <0.01% -14,194 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,861 shares; 2024Q4: 54,576 shares; 2025Q1: 53,541 shares; 2025Q2: 81,584 shares; 2025Q3: 82,383 shares; 2025Q4: 86,549 shares; 2026Q1: 85,640 shares 85,640 $3.17M <0.01% -909 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,319 shares; 2024Q4: 424,143 shares; 2025Q1: 320,498 shares; 2025Q2: 240,906 shares; 2025Q3: 259,363 shares; 2025Q4: 29,850 shares; 2026Q1: 32,416 shares 32,416 $3.16M <0.01% +2,566 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,459 shares; 2024Q4: 108,258 shares; 2025Q1: 88,164 shares; 2025Q2: 83,431 shares; 2025Q3: 78,291 shares; 2025Q4: 80,655 shares; 2026Q1: 74,637 shares 74,637 $3.15M <0.01% -6,018 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,476 shares; 2024Q4: 327,372 shares; 2025Q1: 274,413 shares; 2025Q2: 287,158 shares; 2025Q3: 228,669 shares; 2025Q4: 220,042 shares; 2026Q1: 213,346 shares 213,346 $3.15M <0.01% -6,696 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,257 shares; 2024Q4: 54,228 shares; 2025Q1: 61,287 shares; 2025Q2: 62,634 shares; 2025Q3: 66,091 shares; 2025Q4: 46,851 shares; 2026Q1: 46,834 shares 46,834 $3.15M <0.01% -17 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,008 shares; 2024Q4: 67,669 shares; 2025Q1: 62,219 shares; 2025Q2: 58,138 shares; 2025Q3: 54,403 shares; 2025Q4: 48,412 shares; 2026Q1: 42,288 shares 42,288 $3.14M <0.01% -6,124 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,377 shares; 2025Q1: 29,826 shares; 2025Q2: 27,612 shares; 2025Q3: 30,253 shares; 2025Q4: 28,735 shares; 2026Q1: 26,600 shares 26,600 $3.14M <0.01% -2,135 Timeline ZNOV 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: 76,075 shares; 2025Q1: 68,618 shares; 2025Q2: 56,320 shares; 2025Q3: 55,857 shares; 2025Q4: 125,951 shares; 2026Q1: 118,109 shares 118,109 $3.14M <0.01% -7,842 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,203 shares; 2024Q4: 197,965 shares; 2025Q1: 197,542 shares; 2025Q2: 203,309 shares; 2025Q3: 203,769 shares; 2025Q4: 119,555 shares; 2026Q1: 127,491 shares 127,491 $3.13M <0.01% +7,936 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,344 shares; 2024Q4: 133,155 shares; 2025Q1: 134,696 shares; 2025Q2: 133,686 shares; 2025Q3: 145,166 shares; 2025Q4: 154,473 shares; 2026Q1: 140,109 shares 140,109 $3.13M <0.01% -14,364 Timeline NAUG 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: 25,075 shares; 2024Q4: 24,029 shares; 2025Q1: 23,622 shares; 2025Q2: 34,105 shares; 2025Q3: 109,787 shares; 2025Q4: 110,522 shares; 2026Q1: 107,722 shares 107,722 $3.12M <0.01% -2,800 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 20,806 shares; 2025Q1: 31,008 shares; 2025Q2: 27,547 shares; 2025Q3: 24,591 shares; 2025Q4: 29,440 shares; 2026Q1: 42,420 shares 42,420 $3.12M <0.01% +12,980 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,111 shares 166,111 $3.12M <0.01% new Timeline NULC 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: 9,031 shares; 2024Q4: 11,670 shares; 2025Q1: 13,273 shares; 2025Q2: 14,589 shares; 2025Q3: 16,115 shares; 2025Q4: 24,071 shares; 2026Q1: 67,280 shares 67,280 $3.11M <0.01% +43,209 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,934 shares; 2024Q4: 116,844 shares; 2025Q1: 147,367 shares; 2025Q2: 159,514 shares; 2025Q3: 153,186 shares; 2025Q4: 123,604 shares; 2026Q1: 113,612 shares 113,612 $3.1M <0.01% -9,992 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,038 shares; 2024Q4: 429,497 shares; 2025Q1: 420,662 shares; 2025Q2: 434,750 shares; 2025Q3: 398,464 shares; 2025Q4: 395,174 shares; 2026Q1: 327,155 shares 327,155 $3.1M <0.01% -68,019 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,784 shares; 2025Q1: 9,345 shares; 2025Q2: 23,837 shares; 2025Q3: 16,396 shares; 2025Q4: 24,401 shares; 2026Q1: 28,297 shares 28,297 $3.1M <0.01% +3,896 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,597 shares; 2024Q4: 40,355 shares; 2025Q1: 39,760 shares; 2025Q2: 50,578 shares; 2025Q3: 28,915 shares; 2025Q4: 22,750 shares; 2026Q1: 36,394 shares 36,394 $3.09M <0.01% +13,644 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,943 shares; 2024Q4: 44,381 shares; 2025Q1: 47,578 shares; 2025Q2: 33,114 shares; 2025Q3: 27,708 shares; 2025Q4: 31,976 shares; 2026Q1: 49,110 shares 49,110 $3.08M <0.01% +17,134 Timeline EIS 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: 6,420 shares; 2024Q4: 6,510 shares; 2025Q1: 6,898 shares; 2025Q2: 7,656 shares; 2025Q3: 9,056 shares; 2025Q4: 23,244 shares; 2026Q1: 26,568 shares 26,568 $3.08M <0.01% +3,324 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 11,756 shares; 2025Q1: 11,391 shares; 2025Q2: 11,788 shares; 2025Q3: 7,979 shares; 2025Q4: 7,894 shares; 2026Q1: 12,599 shares 12,599 $3.08M <0.01% +4,705 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,016 shares; 2025Q3: 39,220 shares; 2025Q4: 46,639 shares; 2026Q1: 61,515 shares 61,515 $3.08M <0.01% +14,876 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112,712 shares; 2024Q4: 1,132,035 shares; 2025Q1: 1,182,566 shares; 2025Q2: 1,180,610 shares; 2025Q3: 734,998 shares; 2025Q4: 700,350 shares; 2026Q1: 355,091 shares 355,091 $3.08M <0.01% -345,259 Timeline FIGB 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: 30,301 shares; 2024Q4: 56,053 shares; 2025Q1: 71,774 shares; 2025Q2: 67,838 shares; 2025Q3: 80,317 shares; 2025Q4: 70,306 shares; 2026Q1: 71,402 shares 71,402 $3.07M <0.01% +1,096 Timeline FEPI 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: 4,686 shares; 2024Q4: 5,702 shares; 2025Q1: 10,105 shares; 2025Q2: 18,680 shares; 2025Q3: 47,506 shares; 2025Q4: 78,656 shares; 2026Q1: 77,316 shares 77,316 $3.07M <0.01% -1,340 Timeline GOVZ 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: 171,552 shares; 2024Q4: 55,190 shares; 2025Q1: 25,988 shares; 2025Q2: 185,212 shares; 2025Q3: 268,053 shares; 2025Q4: 301,251 shares; 2026Q1: 333,559 shares 333,559 $3.06M <0.01% +32,308 Timeline GBUG 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: 51,734 shares; 2025Q4: 53,372 shares; 2026Q1: 67,082 shares 67,082 $3.05M <0.01% +13,710 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,869 shares; 2024Q4: 109,997 shares; 2025Q1: 124,409 shares; 2025Q2: 142,995 shares; 2025Q3: 137,406 shares; 2025Q4: 139,104 shares; 2026Q1: 158,329 shares 158,329 $3.04M <0.01% +19,225 Timeline QQQJ 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: 45,107 shares; 2024Q4: 42,224 shares; 2025Q1: 43,906 shares; 2025Q2: 55,650 shares; 2025Q3: 55,960 shares; 2025Q4: 77,523 shares; 2026Q1: 83,919 shares 83,919 $3.04M <0.01% +6,396 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,216 shares 160,216 $3.03M <0.01% new Timeline CLIP 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: 16,044 shares; 2024Q4: 28,076 shares; 2025Q1: 47,826 shares; 2025Q2: 86,842 shares; 2025Q3: 84,556 shares; 2025Q4: 37,155 shares; 2026Q1: 30,198 shares 30,198 $3.03M <0.01% -6,957 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 17,025 shares; 2025Q1: 18,968 shares; 2025Q2: 19,900 shares; 2025Q3: 19,021 shares; 2025Q4: 22,585 shares; 2026Q1: 23,274 shares 23,274 $3.03M <0.01% +689 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,221 shares; 2024Q4: 47,058 shares; 2025Q1: 47,451 shares; 2025Q2: 48,653 shares; 2025Q3: 39,351 shares; 2025Q4: 40,412 shares; 2026Q1: 39,146 shares 39,146 $3.03M <0.01% -1,266 Timeline FFLV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,837 shares; 2025Q2: 127,241 shares; 2025Q3: 121,969 shares; 2025Q4: 116,273 shares; 2026Q1: 121,176 shares 121,176 $3.02M <0.01% +4,903 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,520 shares; 2024Q4: 432,834 shares; 2025Q1: 255,032 shares; 2025Q2: 233,194 shares; 2025Q3: 214,527 shares; 2025Q4: 138,435 shares; 2026Q1: 125,808 shares 125,808 $3.02M <0.01% -12,627 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,829 shares; 2024Q4: 57,764 shares; 2025Q1: 60,209 shares; 2025Q2: 55,473 shares; 2025Q3: 42,352 shares; 2025Q4: 37,090 shares; 2026Q1: 35,610 shares 35,610 $3.01M <0.01% -1,480 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,993 shares; 2024Q4: 119,042 shares; 2025Q1: 95,636 shares; 2025Q2: 131,241 shares; 2025Q3: 126,742 shares; 2025Q4: 90,416 shares; 2026Q1: 66,965 shares 66,965 $3.01M <0.01% -23,451 Timeline LGLV 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: 19,755 shares; 2024Q4: 18,984 shares; 2025Q1: 16,752 shares; 2025Q2: 16,447 shares; 2025Q3: 16,042 shares; 2025Q4: 15,962 shares; 2026Q1: 16,887 shares 16,887 $3.01M <0.01% +925 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,568 shares; 2024Q4: 157,905 shares; 2025Q1: 166,565 shares; 2025Q2: 166,698 shares; 2025Q3: 171,730 shares; 2025Q4: 196,666 shares; 2026Q1: 208,188 shares 208,188 $3M <0.01% +11,522 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,399 shares; 2024Q4: 294,828 shares; 2025Q1: 275,483 shares; 2025Q2: 253,816 shares; 2025Q3: 149,582 shares; 2025Q4: 134,046 shares; 2026Q1: 144,602 shares 144,602 $3M <0.01% +10,556 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,548 shares; 2024Q4: 438,641 shares; 2025Q1: 521,365 shares; 2025Q2: 559,202 shares; 2025Q3: 572,860 shares; 2025Q4: 616,370 shares; 2026Q1: 511,927 shares 511,927 $3M <0.01% -104,443 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,866 shares; 2025Q1: 7,303 shares; 2025Q2: 8,215 shares; 2025Q3: 10,006 shares; 2025Q4: 9,887 shares; 2026Q1: 11,591 shares 11,591 $2.99M <0.01% +1,704 Timeline IYC 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: 65,491 shares; 2024Q4: 67,726 shares; 2025Q1: 71,648 shares; 2025Q2: 70,143 shares; 2025Q3: 61,475 shares; 2025Q4: 37,902 shares; 2026Q1: 30,739 shares 30,739 $2.98M <0.01% -7,163 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 37,358 shares; 2025Q1: 37,930 shares; 2025Q2: 35,362 shares; 2025Q3: 36,197 shares; 2025Q4: 35,637 shares; 2026Q1: 34,019 shares 34,019 $2.98M <0.01% -1,618 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,969 shares; 2024Q4: 34,830 shares; 2025Q1: 38,558 shares; 2025Q2: 36,160 shares; 2025Q3: 35,839 shares; 2025Q4: 30,744 shares; 2026Q1: 29,963 shares 29,963 $2.98M <0.01% -781 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,337 shares; 2024Q4: 81,616 shares; 2025Q1: 89,315 shares; 2025Q2: 90,311 shares; 2025Q3: 52,961 shares; 2025Q4: 34,556 shares; 2026Q1: 39,009 shares 39,009 $2.98M <0.01% +4,453 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,697 shares; 2024Q4: 148,911 shares; 2025Q1: 158,817 shares; 2025Q2: 155,236 shares; 2025Q3: 161,683 shares; 2025Q4: 158,550 shares; 2026Q1: 143,463 shares 143,463 $2.97M <0.01% -15,087 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,844 shares; 2024Q4: 61,417 shares; 2025Q1: 70,503 shares; 2025Q2: 57,159 shares; 2025Q3: 59,753 shares; 2025Q4: 58,028 shares; 2026Q1: 66,740 shares 66,740 $2.97M <0.01% +8,712 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,806 shares; 2024Q4: 13,005 shares; 2025Q1: 15,419 shares; 2025Q2: 18,896 shares; 2025Q3: 10,027 shares; 2025Q4: 12,775 shares; 2026Q1: 11,563 shares 11,563 $2.94M <0.01% -1,212 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,026 shares; 2024Q4: 268,998 shares; 2025Q1: 269,679 shares; 2025Q2: 263,265 shares; 2025Q3: 246,098 shares; 2025Q4: 240,728 shares; 2026Q1: 241,437 shares 241,437 $2.94M <0.01% +709 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,738 shares; 2024Q4: 13,069 shares; 2025Q1: 18,971 shares; 2025Q2: 19,592 shares; 2025Q3: 14,578 shares; 2025Q4: 15,449 shares; 2026Q1: 13,655 shares 13,655 $2.94M <0.01% -1,794 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: not reported; 2025Q1: 37,650 shares; 2025Q2: 38,340 shares; 2025Q3: 39,189 shares; 2025Q4: 40,313 shares; 2026Q1: 49,643 shares 49,643 $2.93M <0.01% +9,330 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 8,559 shares; 2025Q1: 9,448 shares; 2025Q2: 8,593 shares; 2025Q3: 13,432 shares; 2025Q4: 13,747 shares; 2026Q1: 16,011 shares 16,011 $2.93M <0.01% +2,264 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,938 shares; 2024Q4: 30,492 shares; 2025Q1: 42,174 shares; 2025Q2: 43,323 shares; 2025Q3: 50,739 shares; 2025Q4: 56,011 shares; 2026Q1: 58,058 shares 58,058 $2.93M <0.01% +2,047 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,782 shares; 2024Q4: 29,934 shares; 2025Q1: 28,399 shares; 2025Q2: 27,816 shares; 2025Q3: 26,887 shares; 2025Q4: 29,534 shares; 2026Q1: 16,099 shares 16,099 $2.93M <0.01% -13,435 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,343 shares; 2024Q4: 190,176 shares; 2025Q1: 187,604 shares; 2025Q2: 240,041 shares; 2025Q3: 247,095 shares; 2025Q4: 222,740 shares; 2026Q1: 188,848 shares 188,848 $2.93M <0.01% -33,892 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,916 shares; 2025Q2: 6,080 shares; 2025Q3: 25,921 shares; 2025Q4: 29,434 shares; 2026Q1: 38,218 shares 38,218 $2.92M <0.01% +8,784 Timeline AVSF 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: 43,525 shares; 2024Q4: 52,498 shares; 2025Q1: 61,341 shares; 2025Q2: 65,191 shares; 2025Q3: 53,994 shares; 2025Q4: 60,784 shares; 2026Q1: 62,229 shares 62,229 $2.91M <0.01% +1,445 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,223 shares; 2024Q4: 61,958 shares; 2025Q1: 44,765 shares; 2025Q2: 50,524 shares; 2025Q3: 47,954 shares; 2025Q4: 39,007 shares; 2026Q1: 38,480 shares 38,480 $2.91M <0.01% -527 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,366 shares; 2024Q4: 52,232 shares; 2025Q1: 52,293 shares; 2025Q2: 50,783 shares; 2025Q3: 48,278 shares; 2025Q4: 45,953 shares; 2026Q1: 45,734 shares 45,734 $2.91M <0.01% -219 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,621 shares; 2024Q4: 191,310 shares; 2025Q1: 170,766 shares; 2025Q2: 44,710 shares; 2025Q3: 45,146 shares; 2025Q4: 40,933 shares; 2026Q1: 40,091 shares 40,091 $2.91M <0.01% -842 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,009 shares; 2024Q4: 57,605 shares; 2025Q1: 56,860 shares; 2025Q2: 57,094 shares; 2025Q3: 57,629 shares; 2025Q4: 60,281 shares; 2026Q1: 63,059 shares 63,059 $2.9M <0.01% +2,778 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,608 shares; 2024Q4: 136,022 shares; 2025Q1: 142,315 shares; 2025Q2: 133,996 shares; 2025Q3: 118,646 shares; 2025Q4: 115,143 shares; 2026Q1: 111,886 shares 111,886 $2.9M <0.01% -3,257 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,538 shares; 2024Q4: 197,928 shares; 2025Q1: 209,418 shares; 2025Q2: 219,939 shares; 2025Q3: 208,556 shares; 2025Q4: 269,172 shares; 2026Q1: 267,093 shares 267,093 $2.9M <0.01% -2,079 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,910 shares; 2024Q4: 22,610 shares; 2025Q1: 23,721 shares; 2025Q2: 409,766 shares; 2025Q3: 408,096 shares; 2025Q4: 404,256 shares; 2026Q1: 209,530 shares 209,530 $2.88M <0.01% -194,726 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 5,894 shares; 2025Q1: 6,991 shares; 2025Q2: 11,131 shares; 2025Q3: 9,108 shares; 2025Q4: 10,056 shares; 2026Q1: 9,560 shares 9,560 $2.88M <0.01% -496 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: 38,817 shares; 2025Q1: 46,607 shares; 2025Q2: 69,158 shares; 2025Q3: 56,363 shares; 2025Q4: 60,257 shares; 2026Q1: 40,916 shares 40,916 $2.88M <0.01% -19,341 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,586 shares; 2024Q4: 232,090 shares; 2025Q1: 190,775 shares; 2025Q2: 182,843 shares; 2025Q3: 169,822 shares; 2025Q4: 130,416 shares; 2026Q1: 134,201 shares 134,201 $2.87M <0.01% +3,785 Timeline GSEE 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: 33,203 shares; 2026Q1: 49,141 shares 49,141 $2.87M <0.01% +15,938 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,507 shares; 2024Q4: 26,187 shares; 2025Q1: 24,390 shares; 2025Q2: 12,546 shares; 2025Q3: 31,013 shares; 2025Q4: 30,359 shares; 2026Q1: 26,159 shares 26,159 $2.87M <0.01% -4,200 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,488 shares; 2024Q4: 151,637 shares; 2025Q1: 136,846 shares; 2025Q2: 213,913 shares; 2025Q3: 199,260 shares; 2025Q4: 172,677 shares; 2026Q1: 181,871 shares 181,871 $2.86M <0.01% +9,194 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 13,312 shares; 2025Q1: 17,118 shares; 2025Q2: 13,971 shares; 2025Q3: 12,681 shares; 2025Q4: 10,912 shares; 2026Q1: 13,955 shares 13,955 $2.86M <0.01% +3,043 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,241 shares; 2024Q4: 122,936 shares; 2025Q1: 155,821 shares; 2025Q2: 157,696 shares; 2025Q3: 185,093 shares; 2025Q4: 191,984 shares; 2026Q1: 271,256 shares 271,256 $2.85M <0.01% +79,272 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 8,532 shares; 2025Q1: 9,788 shares; 2025Q2: 7,275 shares; 2025Q3: 7,595 shares; 2025Q4: 7,336 shares; 2026Q1: 4,707 shares 4,707 $2.85M <0.01% -2,629 Timeline LCTU 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: 45,139 shares; 2024Q4: 48,930 shares; 2025Q1: 48,582 shares; 2025Q2: 47,535 shares; 2025Q3: 46,771 shares; 2025Q4: 45,071 shares; 2026Q1: 40,602 shares 40,602 $2.85M <0.01% -4,469 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,122 shares; 2024Q4: 47,661 shares; 2025Q1: 53,236 shares; 2025Q2: 45,157 shares; 2025Q3: 43,931 shares; 2025Q4: 44,429 shares; 2026Q1: 38,106 shares 38,106 $2.85M <0.01% -6,323 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 16,658 shares; 2025Q1: 26,442 shares; 2025Q2: 17,896 shares; 2025Q3: 15,572 shares; 2025Q4: 15,177 shares; 2026Q1: 16,593 shares 16,593 $2.84M <0.01% +1,416 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,201 shares; 2024Q4: 67,386 shares; 2025Q1: 142,257 shares; 2025Q2: 160,187 shares; 2025Q3: 164,891 shares; 2025Q4: 165,330 shares; 2026Q1: 198,778 shares 198,778 $2.84M <0.01% +33,448 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,208 shares; 2024Q4: 132,337 shares; 2025Q1: 130,349 shares; 2025Q2: 123,872 shares; 2025Q3: 107,662 shares; 2025Q4: 101,352 shares; 2026Q1: 93,165 shares 93,165 $2.84M <0.01% -8,187 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,486 shares; 2024Q4: 88,204 shares; 2025Q1: 111,443 shares; 2025Q2: 98,859 shares; 2025Q3: 77,931 shares; 2025Q4: 71,295 shares; 2026Q1: 97,941 shares 97,941 $2.84M <0.01% +26,646 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,840 shares; 2024Q4: 23,947 shares; 2025Q1: 20,716 shares; 2025Q2: 20,646 shares; 2025Q3: 19,222 shares; 2025Q4: 18,240 shares; 2026Q1: 22,253 shares 22,253 $2.83M <0.01% +4,013 Timeline AJUL 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: 62,162 shares; 2024Q4: 61,162 shares; 2025Q1: 63,955 shares; 2025Q2: 101,924 shares; 2025Q3: 100,924 shares; 2025Q4: 99,565 shares; 2026Q1: 97,336 shares 97,336 $2.82M <0.01% -2,229 Timeline FICS 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: 42,987 shares; 2024Q4: 42,819 shares; 2025Q1: 41,997 shares; 2025Q2: 51,881 shares; 2025Q3: 55,379 shares; 2025Q4: 55,138 shares; 2026Q1: 72,282 shares 72,282 $2.82M <0.01% +17,144 Timeline QCLN 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: 144,788 shares; 2024Q4: 166,779 shares; 2025Q1: 129,428 shares; 2025Q2: 94,092 shares; 2025Q3: 85,659 shares; 2025Q4: 70,289 shares; 2026Q1: 60,680 shares 60,680 $2.82M <0.01% -9,609 Timeline FLQL 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: 35,195 shares; 2024Q4: 37,189 shares; 2025Q1: 35,889 shares; 2025Q2: 37,866 shares; 2025Q3: 38,141 shares; 2025Q4: 38,914 shares; 2026Q1: 41,663 shares 41,663 $2.82M <0.01% +2,749 Timeline ISEP 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: 13,705 shares; 2024Q4: 19,510 shares; 2025Q1: 19,400 shares; 2025Q2: 19,022 shares; 2025Q3: 85,169 shares; 2025Q4: 85,830 shares; 2026Q1: 85,860 shares 85,860 $2.82M <0.01% +30 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,458 shares; 2024Q4: 132,550 shares; 2025Q1: 128,295 shares; 2025Q2: 136,171 shares; 2025Q3: 111,379 shares; 2025Q4: 115,306 shares; 2026Q1: 138,342 shares 138,342 $2.81M <0.01% +23,036 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,515 shares; 2025Q1: 17,336 shares; 2025Q2: 14,490 shares; 2025Q3: 18,131 shares; 2025Q4: 17,873 shares; 2026Q1: 11,488 shares 11,488 $2.81M <0.01% -6,385 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,157 shares; 2024Q4: 16,665 shares; 2025Q1: 18,382 shares; 2025Q2: 17,170 shares; 2025Q3: 13,839 shares; 2025Q4: 14,088 shares; 2026Q1: 13,346 shares 13,346 $2.8M <0.01% -742 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 8,386 shares; 2025Q1: 12,355 shares; 2025Q2: 13,855 shares; 2025Q3: 17,139 shares; 2025Q4: 23,029 shares; 2026Q1: 71,056 shares 71,056 $2.79M <0.01% +48,027 Timeline QGRW 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: 33,836 shares; 2024Q4: 46,029 shares; 2025Q1: 87,326 shares; 2025Q2: 102,101 shares; 2025Q3: 15,340 shares; 2025Q4: 33,975 shares; 2026Q1: 52,277 shares 52,277 $2.79M <0.01% +18,302 Timeline BBIN 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: 9,366 shares; 2024Q4: 14,500 shares; 2025Q1: 17,448 shares; 2025Q2: 23,070 shares; 2025Q3: 26,089 shares; 2025Q4: 28,003 shares; 2026Q1: 38,164 shares 38,164 $2.79M <0.01% +10,161 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,523 shares 148,523 $2.79M <0.01% new Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,875 shares; 2024Q4: 226,978 shares; 2025Q1: 236,304 shares; 2025Q2: 229,255 shares; 2025Q3: 228,615 shares; 2025Q4: 232,735 shares; 2026Q1: 236,935 shares 236,935 $2.77M <0.01% +4,200 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,329 shares; 2024Q4: 157,258 shares; 2025Q1: 101,860 shares; 2025Q2: 105,249 shares; 2025Q3: 95,317 shares; 2025Q4: 90,044 shares; 2026Q1: 83,244 shares 83,244 $2.76M <0.01% -6,800 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,161 shares; 2024Q4: 236,691 shares; 2025Q1: 109,286 shares; 2025Q2: 28,599 shares; 2025Q3: 40,709 shares; 2025Q4: 44,488 shares; 2026Q1: 59,257 shares 59,257 $2.76M <0.01% +14,769 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 48,686 shares; 2025Q1: 48,061 shares; 2025Q2: 49,452 shares; 2025Q3: 35,743 shares; 2025Q4: 35,022 shares; 2026Q1: 31,909 shares 31,909 $2.76M <0.01% -3,113 Timeline AOCT 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: 202,220 shares; 2025Q1: 112,554 shares; 2025Q2: 112,269 shares; 2025Q3: 106,500 shares; 2025Q4: 104,749 shares; 2026Q1: 104,148 shares 104,148 $2.76M <0.01% -601 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 5,778 shares; 2025Q1: 2,264 shares; 2025Q2: 2,515 shares; 2025Q3: 2,598 shares; 2025Q4: 2,641 shares; 2026Q1: 2,377 shares 2,377 $2.75M <0.01% -264 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,144 shares; 2024Q4: 38,141 shares; 2025Q1: 37,548 shares; 2025Q2: 36,905 shares; 2025Q3: 27,134 shares; 2025Q4: 25,770 shares; 2026Q1: 21,889 shares 21,889 $2.75M <0.01% -3,881 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 24,210 shares; 2025Q1: 25,106 shares; 2025Q2: 12,374 shares; 2025Q3: 12,001 shares; 2025Q4: 29,924 shares; 2026Q1: 61,070 shares 61,070 $2.73M <0.01% +31,146 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,171 shares; 2025Q2: 39,341 shares; 2025Q3: 41,491 shares; 2025Q4: 40,926 shares; 2026Q1: 26,069 shares 26,069 $2.73M <0.01% -14,857 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,673 shares; 2025Q1: 10,389 shares; 2025Q2: 20,467 shares; 2025Q3: 189,159 shares; 2025Q4: 185,080 shares; 2026Q1: 147,079 shares 147,079 $2.73M <0.01% -38,001 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,152 shares; 2024Q4: 181,514 shares; 2025Q1: 183,668 shares; 2025Q2: 192,437 shares; 2025Q3: 188,947 shares; 2025Q4: 165,014 shares; 2026Q1: 159,344 shares 159,344 $2.73M <0.01% -5,670 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,011 shares; 2024Q4: 35,660 shares; 2025Q1: 36,862 shares; 2025Q2: 40,779 shares; 2025Q3: 36,413 shares; 2025Q4: 36,046 shares; 2026Q1: 37,944 shares 37,944 $2.72M <0.01% +1,898 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,681 shares; 2024Q4: 10,933 shares; 2025Q1: 15,034 shares; 2025Q2: 13,902 shares; 2025Q3: 18,433 shares; 2025Q4: 17,158 shares; 2026Q1: 17,046 shares 17,046 $2.72M <0.01% -112 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,080 shares; 2024Q4: 73,436 shares; 2025Q1: 74,695 shares; 2025Q2: 75,368 shares; 2025Q3: 60,193 shares; 2025Q4: 55,224 shares; 2026Q1: 56,056 shares 56,056 $2.71M <0.01% +832 Timeline RSPG 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: 136,882 shares; 2024Q4: 150,797 shares; 2025Q1: 76,221 shares; 2025Q2: 66,079 shares; 2025Q3: 23,740 shares; 2025Q4: 23,364 shares; 2026Q1: 24,720 shares 24,720 $2.71M <0.01% +1,356 Timeline SPYC 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: 288,196 shares; 2024Q4: 91,531 shares; 2025Q1: 89,228 shares; 2025Q2: 86,344 shares; 2025Q3: 72,059 shares; 2025Q4: 70,352 shares; 2026Q1: 68,463 shares 68,463 $2.7M <0.01% -1,889 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,548 shares; 2024Q4: 233,281 shares; 2025Q1: 483,096 shares; 2025Q2: 274,631 shares; 2025Q3: 200,484 shares; 2025Q4: 182,100 shares; 2026Q1: 187,253 shares 187,253 $2.7M <0.01% +5,153 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 29,972 shares; 2025Q1: 33,998 shares; 2025Q2: 35,463 shares; 2025Q3: 33,358 shares; 2025Q4: 34,118 shares; 2026Q1: 33,649 shares 33,649 $2.7M <0.01% -469 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,486 shares; 2024Q4: 54,181 shares; 2025Q1: 73,652 shares; 2025Q2: 70,886 shares; 2025Q3: 67,291 shares; 2025Q4: 57,479 shares; 2026Q1: 56,580 shares 56,580 $2.69M <0.01% -899 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,833 shares; 2024Q4: 53,537 shares; 2025Q1: 53,009 shares; 2025Q2: 52,435 shares; 2025Q3: 52,011 shares; 2025Q4: 50,123 shares; 2026Q1: 49,250 shares 49,250 $2.69M <0.01% -873 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,749 shares; 2024Q4: 118,588 shares; 2025Q1: 117,017 shares; 2025Q2: 112,555 shares; 2025Q3: 102,846 shares; 2025Q4: 92,692 shares; 2026Q1: 104,902 shares 104,902 $2.67M <0.01% +12,210 Timeline SPBX 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: 94,991 shares; 2025Q2: 95,618 shares; 2025Q3: 111,069 shares; 2025Q4: 126,421 shares; 2026Q1: 98,991 shares 98,991 $2.67M <0.01% -27,430 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,395 shares; 2024Q4: 223,839 shares; 2025Q1: 233,600 shares; 2025Q2: 233,965 shares; 2025Q3: 210,638 shares; 2025Q4: 208,861 shares; 2026Q1: 208,084 shares 208,084 $2.67M <0.01% -777 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,586 shares; 2024Q4: 37,907 shares; 2025Q1: 37,427 shares; 2025Q2: 16,784 shares; 2025Q3: 16,058 shares; 2025Q4: 16,895 shares; 2026Q1: 19,374 shares 19,374 $2.66M <0.01% +2,479 Timeline BSMQ 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: 302,893 shares; 2024Q4: 314,924 shares; 2025Q1: 308,971 shares; 2025Q2: 291,874 shares; 2025Q3: 291,342 shares; 2025Q4: 110,505 shares; 2026Q1: 112,438 shares 112,438 $2.66M <0.01% +1,933 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 130,797 shares; 2026Q1: 113,697 shares 113,697 $2.65M <0.01% -17,100 Timeline DINT 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: 179,459 shares; 2024Q4: 177,358 shares; 2025Q1: 166,733 shares; 2025Q2: 156,904 shares; 2025Q3: 132,588 shares; 2025Q4: 110,604 shares; 2026Q1: 98,520 shares 98,520 $2.65M <0.01% -12,084 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,039 shares; 2024Q4: 205,479 shares; 2025Q1: 205,629 shares; 2025Q2: 205,826 shares; 2025Q3: 150,078 shares; 2025Q4: 140,461 shares; 2026Q1: 136,100 shares 136,100 $2.65M <0.01% -4,361 Timeline BWZ 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: 100,596 shares; 2024Q4: 101,270 shares; 2025Q1: 100,904 shares; 2025Q2: 101,166 shares; 2025Q3: 98,298 shares; 2025Q4: 95,904 shares; 2026Q1: 98,209 shares 98,209 $2.64M <0.01% +2,305 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,708 shares; 2024Q4: 16,755 shares; 2025Q1: 15,771 shares; 2025Q2: 15,476 shares; 2025Q3: 15,180 shares; 2025Q4: 13,549 shares; 2026Q1: 15,916 shares 15,916 $2.64M <0.01% +2,367 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,716 shares; 2024Q4: 45,738 shares; 2025Q1: 48,381 shares; 2025Q2: 111,920 shares; 2025Q3: 140,697 shares; 2025Q4: 132,869 shares; 2026Q1: 54,968 shares 54,968 $2.64M <0.01% -77,901 Timeline SPYI 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: 50,492 shares; 2024Q4: 66,721 shares; 2025Q1: 89,751 shares; 2025Q2: 84,600 shares; 2025Q3: 63,057 shares; 2025Q4: 208,039 shares; 2026Q1: 53,465 shares 53,465 $2.64M <0.01% -154,574 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,070 shares 82,070 $2.64M <0.01% new Timeline IFEB 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: 14,138 shares; 2025Q2: 13,679 shares; 2025Q3: 13,304 shares; 2025Q4: 13,304 shares; 2026Q1: 88,295 shares 88,295 $2.63M <0.01% +74,991 Timeline NTSX 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: 100,309 shares; 2024Q4: 60,543 shares; 2025Q1: 59,754 shares; 2025Q2: 55,333 shares; 2025Q3: 51,908 shares; 2025Q4: 51,035 shares; 2026Q1: 50,456 shares 50,456 $2.63M <0.01% -579 Timeline AIFD 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: 49,163 shares; 2024Q4: 50,249 shares; 2025Q1: 55,471 shares; 2025Q2: 58,775 shares; 2025Q3: 67,641 shares; 2025Q4: 69,026 shares; 2026Q1: 67,987 shares 67,987 $2.62M <0.01% -1,039 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,705 shares; 2025Q3: 64,399 shares; 2025Q4: 92,793 shares; 2026Q1: 103,732 shares 103,732 $2.62M <0.01% +10,939 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,140 shares; 2024Q4: 198,797 shares; 2025Q1: 209,109 shares; 2025Q2: 213,214 shares; 2025Q3: 203,000 shares; 2025Q4: 259,762 shares; 2026Q1: 284,034 shares 284,034 $2.62M <0.01% +24,272 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 26,249 shares; 2025Q1: 51,743 shares; 2025Q2: 73,034 shares; 2025Q3: 88,514 shares; 2025Q4: 96,054 shares; 2026Q1: 84,568 shares 84,568 $2.6M <0.01% -11,486 Timeline MART 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: 62,891 shares; 2024Q4: 30,087 shares; 2025Q1: 24,948 shares; 2025Q2: 79,925 shares; 2025Q3: 68,379 shares; 2025Q4: 63,393 shares; 2026Q1: 67,881 shares 67,881 $2.6M <0.01% +4,488 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,493 shares; 2024Q4: 136,121 shares; 2025Q1: 124,177 shares; 2025Q2: 114,840 shares; 2025Q3: 126,530 shares; 2025Q4: 86,767 shares; 2026Q1: 86,140 shares 86,140 $2.6M <0.01% -627 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 12,246 shares; 2025Q1: 13,020 shares; 2025Q2: 12,973 shares; 2025Q3: 14,453 shares; 2025Q4: 30,046 shares; 2026Q1: 23,721 shares 23,721 $2.6M <0.01% -6,325 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,412 shares; 2025Q1: 193,090 shares; 2025Q2: 177,576 shares; 2025Q3: 129,140 shares; 2025Q4: 116,034 shares; 2026Q1: 104,672 shares 104,672 $2.6M <0.01% -11,362 Timeline TRFK 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: 24,416 shares; 2024Q4: 38,915 shares; 2025Q1: 63,659 shares; 2025Q2: 35,367 shares; 2025Q3: 41,915 shares; 2025Q4: 45,368 shares; 2026Q1: 41,552 shares 41,552 $2.59M <0.01% -3,816 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,465 shares; 2024Q4: 54,678 shares; 2025Q1: 61,461 shares; 2025Q2: 31,198 shares; 2025Q3: 15,186 shares; 2025Q4: 13,629 shares; 2026Q1: 101,313 shares 101,313 $2.58M <0.01% +87,684 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,724 shares; 2025Q1: 20,508 shares; 2025Q2: 21,404 shares; 2025Q3: 20,886 shares; 2025Q4: 19,326 shares; 2026Q1: 20,397 shares 20,397 $2.58M <0.01% +1,071 Timeline VFMF 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: 9,954 shares; 2024Q4: 11,086 shares; 2025Q1: 11,153 shares; 2025Q2: 9,674 shares; 2025Q3: 9,494 shares; 2025Q4: 10,814 shares; 2026Q1: 16,653 shares 16,653 $2.58M <0.01% +5,839 Timeline VIOV 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: 58,501 shares; 2024Q4: 59,980 shares; 2025Q1: 57,002 shares; 2025Q2: 28,474 shares; 2025Q3: 26,796 shares; 2025Q4: 26,329 shares; 2026Q1: 25,346 shares 25,346 $2.58M <0.01% -983 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,132 shares; 2024Q4: 146,605 shares; 2025Q1: 173,680 shares; 2025Q2: 191,091 shares; 2025Q3: 201,832 shares; 2025Q4: 137,053 shares; 2026Q1: 171,486 shares 171,486 $2.58M <0.01% +34,433 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,589 shares; 2024Q4: 27,407 shares; 2025Q1: 27,103 shares; 2025Q2: 26,300 shares; 2025Q3: 24,983 shares; 2025Q4: 23,455 shares; 2026Q1: 22,991 shares 22,991 $2.57M <0.01% -464 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,636 shares; 2024Q4: 71,383 shares; 2025Q1: 70,006 shares; 2025Q2: 75,132 shares; 2025Q3: 71,207 shares; 2025Q4: 61,550 shares; 2026Q1: 61,443 shares 61,443 $2.57M <0.01% -107 Timeline DDTO 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: 123,091 shares; 2026Q1: 121,181 shares 121,181 $2.57M <0.01% -1,910 Timeline AVSE 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: 40,821 shares; 2024Q4: 43,868 shares; 2025Q1: 38,137 shares; 2025Q2: 40,275 shares; 2025Q3: 42,694 shares; 2025Q4: 43,277 shares; 2026Q1: 38,604 shares 38,604 $2.57M <0.01% -4,673 Timeline FPFD 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: 69,138 shares; 2024Q4: 87,542 shares; 2025Q1: 106,407 shares; 2025Q2: 104,500 shares; 2025Q3: 107,990 shares; 2025Q4: 110,937 shares; 2026Q1: 119,682 shares 119,682 $2.57M <0.01% +8,745 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 22,211 shares; 2025Q1: 20,286 shares; 2025Q2: 40,103 shares; 2025Q3: 46,893 shares; 2025Q4: 47,671 shares; 2026Q1: 97,551 shares 97,551 $2.57M <0.01% +49,880 Timeline VIOG 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: 9,534 shares; 2024Q4: 11,738 shares; 2025Q1: 10,664 shares; 2025Q2: 23,738 shares; 2025Q3: 23,781 shares; 2025Q4: 21,387 shares; 2026Q1: 20,626 shares 20,626 $2.57M <0.01% -761 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,164 shares; 2024Q4: 54,260 shares; 2025Q1: 61,987 shares; 2025Q2: 72,357 shares; 2025Q3: 70,483 shares; 2025Q4: 66,115 shares; 2026Q1: 68,551 shares 68,551 $2.57M <0.01% +2,436 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,026 shares; 2024Q4: 129,323 shares; 2025Q1: 135,774 shares; 2025Q2: 143,670 shares; 2025Q3: 144,180 shares; 2025Q4: 154,299 shares; 2026Q1: 111,089 shares 111,089 $2.55M <0.01% -43,210 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,831 shares; 2024Q4: 331,539 shares; 2025Q1: 350,697 shares; 2025Q2: 364,982 shares; 2025Q3: 128,320 shares; 2025Q4: 79,222 shares; 2026Q1: 69,271 shares 69,271 $2.55M <0.01% -9,951 Timeline BSMT 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: 108,572 shares; 2024Q4: 135,706 shares; 2025Q1: 144,544 shares; 2025Q2: 146,973 shares; 2025Q3: 161,155 shares; 2025Q4: 91,029 shares; 2026Q1: 110,167 shares 110,167 $2.54M <0.01% +19,138 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 10,026 shares; 2025Q1: 10,514 shares; 2025Q2: 18,436 shares; 2025Q3: 35,419 shares; 2025Q4: 29,220 shares; 2026Q1: 16,891 shares 16,891 $2.54M <0.01% -12,329 Timeline PSL 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: 20,387 shares; 2024Q4: 20,081 shares; 2025Q1: 20,212 shares; 2025Q2: 19,507 shares; 2025Q3: 20,729 shares; 2025Q4: 23,072 shares; 2026Q1: 23,283 shares 23,283 $2.53M <0.01% +211 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 12,975 shares; 2025Q4: 108,126 shares; 2026Q1: 220,049 shares 220,049 $2.52M <0.01% +111,923 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,006 shares; 2024Q4: 217,665 shares; 2025Q1: 216,505 shares; 2025Q2: 239,474 shares; 2025Q3: 191,855 shares; 2025Q4: 178,265 shares; 2026Q1: 182,615 shares 182,615 $2.52M <0.01% +4,350 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,992 shares; 2025Q4: 22,242 shares; 2026Q1: 55,293 shares 55,293 $2.52M <0.01% +33,051 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,777 shares; 2024Q4: 363,340 shares; 2025Q1: 371,824 shares; 2025Q2: 332,635 shares; 2025Q3: 313,532 shares; 2025Q4: 306,209 shares; 2026Q1: 295,123 shares 295,123 $2.51M <0.01% -11,086 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,673 shares; 2024Q4: 23,214 shares; 2025Q1: 22,982 shares; 2025Q2: 22,528 shares; 2025Q3: 20,856 shares; 2025Q4: 17,489 shares; 2026Q1: 17,541 shares 17,541 $2.51M <0.01% +52 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,032 shares; 2024Q4: 161,711 shares; 2025Q1: 149,001 shares; 2025Q2: 146,525 shares; 2025Q3: 139,363 shares; 2025Q4: 45,444 shares; 2026Q1: 49,534 shares 49,534 $2.51M <0.01% +4,090 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,959 shares; 2024Q4: 74,363 shares; 2025Q1: 72,659 shares; 2025Q2: 60,815 shares; 2025Q3: 57,392 shares; 2025Q4: 54,865 shares; 2026Q1: 51,398 shares 51,398 $2.51M <0.01% -3,467 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 29,627 shares; 2025Q1: 32,592 shares; 2025Q2: 31,345 shares; 2025Q3: 32,815 shares; 2025Q4: 30,133 shares; 2026Q1: 30,116 shares 30,116 $2.51M <0.01% -17 Timeline JHCB 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: 79,138 shares; 2024Q4: 77,946 shares; 2025Q1: 65,973 shares; 2025Q2: 69,639 shares; 2025Q3: 75,298 shares; 2025Q4: 91,784 shares; 2026Q1: 118,138 shares 118,138 $2.5M <0.01% +26,354 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,922 shares; 2025Q2: 22,437 shares; 2025Q3: 27,327 shares; 2025Q4: 29,717 shares; 2026Q1: 37,569 shares 37,569 $2.5M <0.01% +7,852 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,452 shares; 2025Q3: 17,599 shares; 2025Q4: 25,915 shares; 2026Q1: 47,305 shares 47,305 $2.49M <0.01% +21,390 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,223 shares; 2024Q4: 111,464 shares; 2025Q1: 110,438 shares; 2025Q2: 87,068 shares; 2025Q3: 81,069 shares; 2025Q4: 57,444 shares; 2026Q1: 62,881 shares 62,881 $2.49M <0.01% +5,437 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,440 shares; 2024Q4: 10,171 shares; 2025Q1: 8,685 shares; 2025Q2: 8,742 shares; 2025Q3: 7,748 shares; 2025Q4: 6,958 shares; 2026Q1: 11,279 shares 11,279 $2.49M <0.01% +4,321 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,337 shares; 2025Q1: 3,602 shares; 2025Q2: 3,028 shares; 2025Q3: 2,673 shares; 2025Q4: 2,686 shares; 2026Q1: 23,425 shares 23,425 $2.49M <0.01% +20,739 Timeline BSMR 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: 181,348 shares; 2024Q4: 175,521 shares; 2025Q1: 166,527 shares; 2025Q2: 183,010 shares; 2025Q3: 272,724 shares; 2025Q4: 110,614 shares; 2026Q1: 105,032 shares 105,032 $2.48M <0.01% -5,582 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695,235 shares; 2024Q4: 687,235 shares; 2025Q1: 672,235 shares; 2025Q2: 677,235 shares; 2025Q3: 665,235 shares; 2025Q4: 665,235 shares; 2026Q1: 665,235 shares 665,235 $2.47M <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,175 shares; 2024Q4: 74,520 shares; 2025Q1: 89,258 shares; 2025Q2: 77,505 shares; 2025Q3: 55,407 shares; 2025Q4: 43,624 shares; 2026Q1: 48,540 shares 48,540 $2.47M <0.01% +4,916 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,647 shares; 2024Q4: 224,873 shares; 2025Q1: 223,869 shares; 2025Q2: 229,289 shares; 2025Q3: 197,370 shares; 2025Q4: 128,033 shares; 2026Q1: 122,469 shares 122,469 $2.46M <0.01% -5,564 Timeline SMDV 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: 84,865 shares; 2024Q4: 89,121 shares; 2025Q1: 93,758 shares; 2025Q2: 94,117 shares; 2025Q3: 94,670 shares; 2025Q4: 100,045 shares; 2026Q1: 35,814 shares 35,814 $2.46M <0.01% -64,231 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,499 shares; 2024Q4: 51,377 shares; 2025Q1: 47,915 shares; 2025Q2: 51,785 shares; 2025Q3: 88,317 shares; 2025Q4: 98,171 shares; 2026Q1: 57,955 shares 57,955 $2.46M <0.01% -40,216 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 4,233 shares; 2025Q1: 4,750 shares; 2025Q2: 6,018 shares; 2025Q3: 6,509 shares; 2025Q4: 6,059 shares; 2026Q1: 6,033 shares 6,033 $2.46M <0.01% -26 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,879 shares; 2024Q4: 137,585 shares; 2025Q1: 165,411 shares; 2025Q2: 187,384 shares; 2025Q3: 242,100 shares; 2025Q4: 187,705 shares; 2026Q1: 123,985 shares 123,985 $2.45M <0.01% -63,720 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,893 shares; 2024Q4: 36,006 shares; 2025Q1: 37,204 shares; 2025Q2: 40,313 shares; 2025Q3: 43,033 shares; 2025Q4: 37,150 shares; 2026Q1: 77,150 shares 77,150 $2.45M <0.01% +40,000 Timeline SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387,755 shares; 2025Q4: 311,105 shares; 2026Q1: 198,425 shares 198,425 $2.45M <0.01% -112,680 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 18,926 shares; 2025Q1: 20,237 shares; 2025Q2: 21,882 shares; 2025Q3: 21,665 shares; 2025Q4: 21,257 shares; 2026Q1: 20,869 shares 20,869 $2.45M <0.01% -388 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,034 shares; 2024Q4: 32,225 shares; 2025Q1: 32,538 shares; 2025Q2: 29,923 shares; 2025Q3: 29,297 shares; 2025Q4: 28,538 shares; 2026Q1: 28,029 shares 28,029 $2.44M <0.01% -509 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,853 shares; 2024Q4: 142,924 shares; 2025Q1: 141,461 shares; 2025Q2: 139,699 shares; 2025Q3: 142,393 shares; 2025Q4: 153,017 shares; 2026Q1: 153,242 shares 153,242 $2.44M <0.01% +225 Timeline ILS 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: not reported; 2026Q1: 123,196 shares 123,196 $2.44M <0.01% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,708 shares; 2024Q4: 50,891 shares; 2025Q1: 51,989 shares; 2025Q2: 60,928 shares; 2025Q3: 70,687 shares; 2025Q4: 75,855 shares; 2026Q1: 83,800 shares 83,800 $2.43M <0.01% +7,945 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,055 shares; 2024Q4: 44,201 shares; 2025Q1: 32,427 shares; 2025Q2: 17,612 shares; 2025Q3: 16,047 shares; 2025Q4: 15,443 shares; 2026Q1: 16,433 shares 16,433 $2.42M <0.01% +990 Timeline BSJT 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: 12,399 shares; 2024Q4: 36,166 shares; 2025Q1: 63,086 shares; 2025Q2: 84,700 shares; 2025Q3: 90,429 shares; 2025Q4: 101,731 shares; 2026Q1: 114,892 shares 114,892 $2.42M <0.01% +13,161 Timeline SPHY 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: 59,193 shares; 2024Q4: 100,237 shares; 2025Q1: 117,381 shares; 2025Q2: 131,267 shares; 2025Q3: 284,302 shares; 2025Q4: 249,759 shares; 2026Q1: 103,581 shares 103,581 $2.42M <0.01% -146,178 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,649 shares; 2024Q4: 340,472 shares; 2025Q1: 372,134 shares; 2025Q2: 375,874 shares; 2025Q3: 358,050 shares; 2025Q4: 281,555 shares; 2026Q1: 188,676 shares 188,676 $2.42M <0.01% -92,879 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 19,904 shares; 2025Q1: 19,735 shares; 2025Q2: 445,119 shares; 2025Q3: 427,486 shares; 2025Q4: 256,427 shares; 2026Q1: 110,018 shares 110,018 $2.41M <0.01% -146,409 Timeline UJUL 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: 71,390 shares; 2024Q4: 71,881 shares; 2025Q1: 69,288 shares; 2025Q2: 61,117 shares; 2025Q3: 67,498 shares; 2025Q4: 63,183 shares; 2026Q1: 63,043 shares 63,043 $2.41M <0.01% -140 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,323 shares; 2025Q1: 1,681 shares; 2025Q2: 7,794 shares; 2025Q3: 7,685 shares; 2025Q4: 7,523 shares; 2026Q1: 7,099 shares 7,099 $2.41M <0.01% -424 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 15,502 shares; 2025Q1: 14,413 shares; 2025Q2: 13,800 shares; 2025Q3: 13,038 shares; 2025Q4: 13,013 shares; 2026Q1: 12,376 shares 12,376 $2.41M <0.01% -637 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,425 shares; 2024Q4: 87,956 shares; 2025Q1: 78,374 shares; 2025Q2: 68,696 shares; 2025Q3: 52,157 shares; 2025Q4: 31,652 shares; 2026Q1: 26,570 shares 26,570 $2.41M <0.01% -5,082 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,444 shares; 2025Q1: 51,236 shares; 2025Q2: 43,059 shares; 2025Q3: 38,944 shares; 2025Q4: 104,651 shares; 2026Q1: 105,467 shares 105,467 $2.4M <0.01% +816 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,561 shares; 2024Q4: 527,061 shares; 2025Q1: 585,541 shares; 2025Q2: 663,541 shares; 2025Q3: 663,541 shares; 2025Q4: 663,541 shares; 2026Q1: 649,061 shares 649,061 $2.4M <0.01% -14,480 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,506 shares; 2025Q1: 71,918 shares; 2025Q2: 75,585 shares; 2025Q3: 69,469 shares; 2025Q4: 79,228 shares; 2026Q1: 79,847 shares 79,847 $2.39M <0.01% +619 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 28,021 shares; 2025Q1: 37,086 shares; 2025Q2: 42,323 shares; 2025Q3: 79,695 shares; 2025Q4: 113,474 shares; 2026Q1: 126,241 shares 126,241 $2.39M <0.01% +12,767 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,107 shares 32,107 $2.38M <0.01% new Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,020 shares 96,020 $2.38M <0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,647 shares; 2024Q4: 127,088 shares; 2025Q1: 126,450 shares; 2025Q2: 105,956 shares; 2025Q3: 9,946 shares; 2025Q4: 10,226 shares; 2026Q1: 9,641 shares 9,641 $2.38M <0.01% -585 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,325 shares; 2024Q4: 94,282 shares; 2025Q1: 233,042 shares; 2025Q2: 101,536 shares; 2025Q3: 92,163 shares; 2025Q4: 94,810 shares; 2026Q1: 95,964 shares 95,964 $2.38M <0.01% +1,154 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,441 shares; 2025Q1: 67,649 shares; 2025Q2: 68,821 shares; 2025Q3: 71,037 shares; 2025Q4: 71,693 shares; 2026Q1: 71,417 shares 71,417 $2.38M <0.01% -276 Timeline CATH 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: 28,357 shares; 2024Q4: 30,564 shares; 2025Q1: 32,689 shares; 2025Q2: 32,194 shares; 2025Q3: 28,193 shares; 2025Q4: 25,455 shares; 2026Q1: 30,429 shares 30,429 $2.38M <0.01% +4,974 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,527 shares; 2024Q4: 24,038 shares; 2025Q1: 29,716 shares; 2025Q2: 31,588 shares; 2025Q3: 47,478 shares; 2025Q4: 32,249 shares; 2026Q1: 31,516 shares 31,516 $2.37M <0.01% -733 Timeline RING 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: 52,749 shares; 2024Q4: 54,428 shares; 2025Q1: 59,584 shares; 2025Q2: 61,234 shares; 2025Q3: 56,690 shares; 2025Q4: 52,602 shares; 2026Q1: 30,055 shares 30,055 $2.37M <0.01% -22,547 Timeline UITB 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: 55,314 shares; 2024Q4: 54,838 shares; 2025Q1: 59,956 shares; 2025Q2: 53,862 shares; 2025Q3: 41,472 shares; 2025Q4: 44,225 shares; 2026Q1: 50,418 shares 50,418 $2.37M <0.01% +6,193 Timeline QMAG 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: 34,440 shares; 2024Q4: 36,889 shares; 2025Q1: 34,389 shares; 2025Q2: 36,478 shares; 2025Q3: 125,813 shares; 2025Q4: 121,370 shares; 2026Q1: 102,348 shares 102,348 $2.37M <0.01% -19,022 Timeline CHAT 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: 130,803 shares; 2024Q4: 129,989 shares; 2025Q1: 113,005 shares; 2025Q2: 81,318 shares; 2025Q3: 87,073 shares; 2025Q4: 92,264 shares; 2026Q1: 38,256 shares 38,256 $2.37M <0.01% -54,008 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,019 shares; 2024Q4: 93,778 shares; 2025Q1: 127,149 shares; 2025Q2: 142,414 shares; 2025Q3: 129,595 shares; 2025Q4: 156,787 shares; 2026Q1: 128,732 shares 128,732 $2.37M <0.01% -28,055 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,145 shares; 2024Q4: 90,207 shares; 2025Q1: 80,403 shares; 2025Q2: 79,288 shares; 2025Q3: 71,600 shares; 2025Q4: 42,331 shares; 2026Q1: 41,818 shares 41,818 $2.37M <0.01% -513 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,143 shares; 2024Q4: 19,510 shares; 2025Q1: 20,891 shares; 2025Q2: 22,249 shares; 2025Q3: 28,291 shares; 2025Q4: 23,685 shares; 2026Q1: 26,865 shares 26,865 $2.36M <0.01% +3,180 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,789 shares; 2024Q4: 42,621 shares; 2025Q1: 35,397 shares; 2025Q2: 39,273 shares; 2025Q3: 39,610 shares; 2025Q4: 39,006 shares; 2026Q1: 38,052 shares 38,052 $2.36M <0.01% -954 Timeline DFEV 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: 47,632 shares; 2024Q4: 48,971 shares; 2025Q1: 61,616 shares; 2025Q2: 57,335 shares; 2025Q3: 54,969 shares; 2025Q4: 62,753 shares; 2026Q1: 65,715 shares 65,715 $2.35M <0.01% +2,962 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,520 shares; 2024Q4: 291,654 shares; 2025Q1: 274,086 shares; 2025Q2: 231,314 shares; 2025Q3: 230,714 shares; 2025Q4: 152,611 shares; 2026Q1: 135,508 shares 135,508 $2.35M <0.01% -17,103 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,546 shares; 2024Q4: 18,956 shares; 2025Q1: 31,384 shares; 2025Q2: 29,121 shares; 2025Q3: 31,456 shares; 2025Q4: 33,918 shares; 2026Q1: 78,608 shares 78,608 $2.34M <0.01% +44,690 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,809 shares; 2024Q4: 119,906 shares; 2025Q1: 124,357 shares; 2025Q2: 124,770 shares; 2025Q3: 125,516 shares; 2025Q4: 133,523 shares; 2026Q1: 136,798 shares 136,798 $2.34M <0.01% +3,275 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,204 shares; 2024Q4: 481,916 shares; 2025Q1: 442,941 shares; 2025Q2: 443,659 shares; 2025Q3: 343,185 shares; 2025Q4: 366,511 shares; 2026Q1: 366,907 shares 366,907 $2.34M <0.01% +396 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,069 shares; 2024Q4: 200,594 shares; 2025Q1: 217,410 shares; 2025Q2: 208,366 shares; 2025Q3: 163,775 shares; 2025Q4: 177,857 shares; 2026Q1: 135,628 shares 135,628 $2.34M <0.01% -42,229 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW 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: 42,444 shares; 2025Q3: 50,002 shares; 2025Q4: 52,057 shares; 2026Q1: 73,410 shares 73,410 $2.33M <0.01% +21,353 Timeline DECT 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: 65,420 shares; 2024Q4: 85,187 shares; 2025Q1: 81,434 shares; 2025Q2: 99,142 shares; 2025Q3: 56,271 shares; 2025Q4: 72,652 shares; 2026Q1: 65,472 shares 65,472 $2.33M <0.01% -7,180 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,351 shares; 2024Q4: 17,752 shares; 2025Q1: 17,581 shares; 2025Q2: 20,367 shares; 2025Q3: 15,600 shares; 2025Q4: 14,260 shares; 2026Q1: 27,769 shares 27,769 $2.33M <0.01% +13,509 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,095 shares 72,095 $2.33M <0.01% new Timeline TAN 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: 37,561 shares; 2024Q4: 30,984 shares; 2025Q1: 29,172 shares; 2025Q2: 20,351 shares; 2025Q3: 43,153 shares; 2025Q4: 39,134 shares; 2026Q1: 41,730 shares 41,730 $2.32M <0.01% +2,596 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,767 shares; 2024Q4: 283,277 shares; 2025Q1: 292,714 shares; 2025Q2: 287,612 shares; 2025Q3: 308,920 shares; 2025Q4: 293,285 shares; 2026Q1: 285,977 shares 285,977 $2.32M <0.01% -7,308 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,142 shares; 2024Q4: 40,248 shares; 2025Q1: 36,844 shares; 2025Q2: 32,565 shares; 2025Q3: 29,134 shares; 2025Q4: 26,515 shares; 2026Q1: 26,704 shares 26,704 $2.31M <0.01% +189 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,169 shares; 2024Q4: 21,830 shares; 2025Q1: 17,977 shares; 2025Q2: 16,964 shares; 2025Q3: 15,049 shares; 2025Q4: 12,478 shares; 2026Q1: 11,350 shares 11,350 $2.31M <0.01% -1,128 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,304 shares; 2024Q4: 25,776 shares; 2025Q1: 32,420 shares; 2025Q2: 33,039 shares; 2025Q3: 30,775 shares; 2025Q4: 22,873 shares; 2026Q1: 19,729 shares 19,729 $2.31M <0.01% -3,144 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,683 shares; 2024Q4: 39,807 shares; 2025Q1: 39,473 shares; 2025Q2: 35,250 shares; 2025Q3: 28,422 shares; 2025Q4: 24,089 shares; 2026Q1: 102,489 shares 102,489 $2.31M <0.01% +78,400 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,898 shares; 2024Q4: 141,022 shares; 2025Q1: 153,103 shares; 2025Q2: 158,882 shares; 2025Q3: 138,397 shares; 2025Q4: 134,085 shares; 2026Q1: 137,359 shares 137,359 $2.31M <0.01% +3,274 Timeline XNTK 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: 4,722 shares; 2024Q4: 4,585 shares; 2025Q1: 8,381 shares; 2025Q2: 9,070 shares; 2025Q3: 8,982 shares; 2025Q4: 8,556 shares; 2026Q1: 9,031 shares 9,031 $2.31M <0.01% +475 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,385 shares; 2025Q4: 75,022 shares; 2026Q1: 90,291 shares 90,291 $2.3M <0.01% +15,269 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,538 shares; 2024Q4: 52,031 shares; 2025Q1: 73,393 shares; 2025Q2: 31,095 shares; 2025Q3: 12,993 shares; 2025Q4: 17,631 shares; 2026Q1: 122,583 shares 122,583 $2.3M <0.01% +104,952 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,309 shares; 2024Q4: 51,015 shares; 2025Q1: 52,332 shares; 2025Q2: 56,025 shares; 2025Q3: 17,301 shares; 2025Q4: 20,533 shares; 2026Q1: 21,562 shares 21,562 $2.3M <0.01% +1,029 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 12,884 shares; 2025Q1: 14,207 shares; 2025Q2: 11,308 shares; 2025Q3: 12,118 shares; 2025Q4: 12,887 shares; 2026Q1: 12,131 shares 12,131 $2.29M <0.01% -756 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138,054 shares; 2025Q1: 220,332 shares; 2025Q2: 228,849 shares; 2025Q3: 61,413 shares; 2025Q4: 66,200 shares; 2026Q1: 84,180 shares 84,180 $2.29M <0.01% +17,980 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 13,328 shares; 2025Q1: 39,473 shares; 2025Q2: 56,738 shares; 2025Q3: 56,861 shares; 2025Q4: 53,087 shares; 2026Q1: 90,368 shares 90,368 $2.29M <0.01% +37,281 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,586 shares; 2024Q4: 24,780 shares; 2025Q1: 32,410 shares; 2025Q2: 28,365 shares; 2025Q3: 27,130 shares; 2025Q4: 29,654 shares; 2026Q1: 22,499 shares 22,499 $2.29M <0.01% -7,155 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,120 shares; 2025Q1: 14,288 shares; 2025Q2: 9,653 shares; 2025Q3: 35,814 shares; 2025Q4: 48,150 shares; 2026Q1: 50,676 shares 50,676 $2.29M <0.01% +2,526 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,505 shares; 2025Q1: 17,575 shares; 2025Q2: 17,600 shares; 2025Q3: 17,516 shares; 2025Q4: 7,103 shares; 2026Q1: 6,378 shares 6,378 $2.29M <0.01% -725 Timeline BDYN 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: 225,837 shares; 2025Q4: 236,455 shares; 2026Q1: 94,013 shares 94,013 $2.29M <0.01% -142,442 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,583 shares; 2024Q4: 230,726 shares; 2025Q1: 225,908 shares; 2025Q2: 250,381 shares; 2025Q3: 230,874 shares; 2025Q4: 209,356 shares; 2026Q1: 220,069 shares 220,069 $2.28M <0.01% +10,713 Timeline RFG 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: 50,847 shares; 2024Q4: 52,642 shares; 2025Q1: 51,413 shares; 2025Q2: 50,690 shares; 2025Q3: 45,413 shares; 2025Q4: 42,645 shares; 2026Q1: 41,594 shares 41,594 $2.28M <0.01% -1,051 Timeline FNDB 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: 23,276 shares; 2024Q4: 72,806 shares; 2025Q1: 85,742 shares; 2025Q2: 83,401 shares; 2025Q3: 84,182 shares; 2025Q4: 84,037 shares; 2026Q1: 83,818 shares 83,818 $2.28M <0.01% -219 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 40,231 shares; 2025Q1: 38,737 shares; 2025Q2: 65,954 shares; 2025Q3: 66,515 shares; 2025Q4: 65,775 shares; 2026Q1: 70,675 shares 70,675 $2.28M <0.01% +4,900 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,523 shares; 2024Q4: 165,751 shares; 2025Q1: 161,394 shares; 2025Q2: 147,459 shares; 2025Q3: 130,439 shares; 2025Q4: 120,612 shares; 2026Q1: 105,419 shares 105,419 $2.28M <0.01% -15,193 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,905 shares; 2024Q4: 62,754 shares; 2025Q1: 60,979 shares; 2025Q2: 58,104 shares; 2025Q3: 50,560 shares; 2025Q4: 64,472 shares; 2026Q1: 63,058 shares 63,058 $2.28M <0.01% -1,414 Timeline FEIG 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: 50,551 shares; 2024Q4: 54,327 shares; 2025Q1: 55,079 shares; 2025Q2: 55,748 shares; 2025Q3: 56,031 shares; 2025Q4: 55,383 shares; 2026Q1: 55,627 shares 55,627 $2.28M <0.01% +244 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,022 shares; 2024Q4: 87,024 shares; 2025Q1: 115,905 shares; 2025Q2: 85,752 shares; 2025Q3: 77,595 shares; 2025Q4: 38,802 shares; 2026Q1: 53,497 shares 53,497 $2.28M <0.01% +14,695 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,548 shares; 2024Q4: 67,868 shares; 2025Q1: 69,491 shares; 2025Q2: 67,746 shares; 2025Q3: 62,511 shares; 2025Q4: 63,401 shares; 2026Q1: 60,945 shares 60,945 $2.27M <0.01% -2,456 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,708 shares; 2025Q1: 60,713 shares; 2025Q2: 90,606 shares; 2025Q3: 93,319 shares; 2025Q4: 85,748 shares; 2026Q1: 83,432 shares 83,432 $2.27M <0.01% -2,316 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,709 shares; 2024Q4: 55,063 shares; 2025Q1: 143,391 shares; 2025Q2: 100,802 shares; 2025Q3: 108,464 shares; 2025Q4: 118,628 shares; 2026Q1: 127,015 shares 127,015 $2.26M <0.01% +8,387 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 10,039 shares; 2025Q1: 9,939 shares; 2025Q2: 10,746 shares; 2025Q3: 12,312 shares; 2025Q4: 11,291 shares; 2026Q1: 57,390 shares 57,390 $2.26M <0.01% +46,099 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,787 shares; 2024Q4: 44,596 shares; 2025Q1: 37,731 shares; 2025Q2: 83,590 shares; 2025Q3: 67,083 shares; 2025Q4: 63,311 shares; 2026Q1: 60,868 shares 60,868 $2.25M <0.01% -2,443 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,857 shares; 2024Q4: 22,536 shares; 2025Q1: 33,564 shares; 2025Q2: 52,371 shares; 2025Q3: 45,204 shares; 2025Q4: 44,555 shares; 2026Q1: 45,812 shares 45,812 $2.25M <0.01% +1,257 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,445 shares; 2024Q4: 110,865 shares; 2025Q1: 104,107 shares; 2025Q2: 123,592 shares; 2025Q3: 73,732 shares; 2025Q4: 81,037 shares; 2026Q1: 77,971 shares 77,971 $2.25M <0.01% -3,066 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,773 shares; 2024Q4: 429,022 shares; 2025Q1: 435,693 shares; 2025Q2: 393,471 shares; 2025Q3: 327,688 shares; 2025Q4: 321,751 shares; 2026Q1: 298,104 shares 298,104 $2.24M <0.01% -23,647 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,673 shares; 2024Q4: 43,176 shares; 2025Q1: 43,006 shares; 2025Q2: 41,341 shares; 2025Q3: 41,372 shares; 2025Q4: 40,541 shares; 2026Q1: 36,531 shares 36,531 $2.24M <0.01% -4,010 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 15,867 shares; 2025Q1: 17,582 shares; 2025Q2: 20,258 shares; 2025Q3: 20,703 shares; 2025Q4: 20,590 shares; 2026Q1: 20,950 shares 20,950 $2.24M <0.01% +360 Timeline FDHY 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: 88,181 shares; 2024Q4: 110,057 shares; 2025Q1: 112,109 shares; 2025Q2: 114,510 shares; 2025Q3: 62,113 shares; 2025Q4: 43,392 shares; 2026Q1: 45,988 shares 45,988 $2.23M <0.01% +2,596 Timeline DFAR 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: 378,558 shares; 2024Q4: 395,784 shares; 2025Q1: 392,248 shares; 2025Q2: 178,373 shares; 2025Q3: 151,454 shares; 2025Q4: 106,687 shares; 2026Q1: 94,131 shares 94,131 $2.23M <0.01% -12,556 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,270 shares; 2025Q1: 8,403 shares; 2025Q2: 8,326 shares; 2025Q3: 7,494 shares; 2025Q4: 7,853 shares; 2026Q1: 6,667 shares 6,667 $2.22M <0.01% -1,186 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,642 shares; 2025Q1: 39,212 shares; 2025Q2: 42,308 shares; 2025Q3: 52,014 shares; 2025Q4: 55,321 shares; 2026Q1: 60,214 shares 60,214 $2.22M <0.01% +4,893 Timeline SPTL 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: 172,391 shares; 2024Q4: 171,481 shares; 2025Q1: 92,070 shares; 2025Q2: 87,670 shares; 2025Q3: 78,309 shares; 2025Q4: 81,458 shares; 2026Q1: 84,446 shares 84,446 $2.22M <0.01% +2,988 Timeline EVSM 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: 5,600 shares; 2024Q4: 10,017 shares; 2025Q1: 10,555 shares; 2025Q2: 15,376 shares; 2025Q3: 26,692 shares; 2025Q4: 37,884 shares; 2026Q1: 44,214 shares 44,214 $2.22M <0.01% +6,330 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,593 shares; 2024Q4: 84,563 shares; 2025Q1: 72,564 shares; 2025Q2: 59,853 shares; 2025Q3: 139,369 shares; 2025Q4: 135,709 shares; 2026Q1: 57,038 shares 57,038 $2.22M <0.01% -78,671 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,241 shares; 2024Q4: 362,337 shares; 2025Q1: 354,025 shares; 2025Q2: 343,665 shares; 2025Q3: 313,372 shares; 2025Q4: 326,974 shares; 2026Q1: 287,003 shares 287,003 $2.21M <0.01% -39,971 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,282 shares; 2024Q4: 48,054 shares; 2025Q1: 52,505 shares; 2025Q2: 70,919 shares; 2025Q3: 42,022 shares; 2025Q4: 42,718 shares; 2026Q1: 42,088 shares 42,088 $2.21M <0.01% -630 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,248 shares; 2024Q4: 121,911 shares; 2025Q1: 121,944 shares; 2025Q2: 134,343 shares; 2025Q3: 144,319 shares; 2025Q4: 159,223 shares; 2026Q1: 178,412 shares 178,412 $2.19M <0.01% +19,189 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,053 shares; 2024Q4: 48,672 shares; 2025Q1: 50,486 shares; 2025Q2: 46,019 shares; 2025Q3: 40,675 shares; 2025Q4: 42,783 shares; 2026Q1: 41,244 shares 41,244 $2.19M <0.01% -1,539 Timeline DDTS 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: 104,076 shares; 2025Q4: 105,301 shares; 2026Q1: 104,351 shares 104,351 $2.19M <0.01% -950 Timeline NVBT 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: 13,748 shares; 2024Q4: 53,559 shares; 2025Q1: 45,331 shares; 2025Q2: 74,289 shares; 2025Q3: 45,064 shares; 2025Q4: 63,784 shares; 2026Q1: 61,161 shares 61,161 $2.19M <0.01% -2,623 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 16,191 shares; 2025Q1: 17,801 shares; 2025Q2: 29,905 shares; 2025Q3: 25,241 shares; 2025Q4: 23,475 shares; 2026Q1: 22,074 shares 22,074 $2.19M <0.01% -1,401 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 14,497 shares; 2025Q1: 14,491 shares; 2025Q2: 7,980 shares; 2025Q3: 4,982 shares; 2025Q4: 5,102 shares; 2026Q1: 5,114 shares 5,114 $2.19M <0.01% +12 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,280 shares; 2024Q4: 40,241 shares; 2025Q1: 34,619 shares; 2025Q2: 32,093 shares; 2025Q3: 30,109 shares; 2025Q4: 31,271 shares; 2026Q1: 35,382 shares 35,382 $2.19M <0.01% +4,111 Timeline HEGD 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: 50,098 shares; 2024Q4: 55,033 shares; 2025Q1: 58,936 shares; 2025Q2: 67,411 shares; 2025Q3: 68,379 shares; 2025Q4: 76,168 shares; 2026Q1: 88,302 shares 88,302 $2.18M <0.01% +12,134 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,079 shares; 2024Q4: 140,012 shares; 2025Q1: 137,545 shares; 2025Q2: 134,731 shares; 2025Q3: 154,235 shares; 2025Q4: 120,283 shares; 2026Q1: 131,095 shares 131,095 $2.18M <0.01% +10,812 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 15,229 shares; 2025Q1: 19,446 shares; 2025Q2: 33,988 shares; 2025Q3: 31,455 shares; 2025Q4: 26,890 shares; 2026Q1: 30,856 shares 30,856 $2.18M <0.01% +3,966 Timeline TAFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,922 shares; 2025Q3: 56,587 shares; 2025Q4: 61,217 shares; 2026Q1: 85,963 shares 85,963 $2.17M <0.01% +24,746 Timeline DFSI 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: 36,770 shares; 2024Q4: 38,792 shares; 2025Q1: 43,103 shares; 2025Q2: 45,754 shares; 2025Q3: 54,087 shares; 2025Q4: 47,678 shares; 2026Q1: 51,275 shares 51,275 $2.17M <0.01% +3,597 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,576 shares; 2024Q4: 136,176 shares; 2025Q1: 162,983 shares; 2025Q2: 184,212 shares; 2025Q3: 208,703 shares; 2025Q4: 236,320 shares; 2026Q1: 263,042 shares 263,042 $2.17M <0.01% +26,722 Timeline XBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,419 shares 88,419 $2.17M <0.01% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,606 shares; 2024Q4: 34,964 shares; 2025Q1: 33,052 shares; 2025Q2: 33,340 shares; 2025Q3: 33,546 shares; 2025Q4: 33,359 shares; 2026Q1: 32,333 shares 32,333 $2.17M <0.01% -1,026 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 33,252 shares; 2025Q1: 31,650 shares; 2025Q2: 24,821 shares; 2025Q3: 23,467 shares; 2025Q4: 16,274 shares; 2026Q1: 15,804 shares 15,804 $2.17M <0.01% -470 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 9,993 shares; 2025Q1: 10,745 shares; 2025Q2: 11,924 shares; 2025Q3: 12,256 shares; 2025Q4: 12,594 shares; 2026Q1: 17,402 shares 17,402 $2.16M <0.01% +4,808 Timeline INOV 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: 61,244 shares; 2026Q1: 62,387 shares 62,387 $2.16M <0.01% +1,143 Timeline DDWM 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: 70,485 shares; 2024Q4: 41,468 shares; 2025Q1: 26,826 shares; 2025Q2: 31,562 shares; 2025Q3: 43,670 shares; 2025Q4: 47,744 shares; 2026Q1: 49,014 shares 49,014 $2.16M <0.01% +1,270 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,855 shares; 2024Q4: 350,982 shares; 2025Q1: 355,381 shares; 2025Q2: 358,588 shares; 2025Q3: 359,573 shares; 2025Q4: 355,400 shares; 2026Q1: 359,823 shares 359,823 $2.16M <0.01% +4,423 Timeline DFCA 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: 47,131 shares; 2024Q4: 51,453 shares; 2025Q1: 52,668 shares; 2025Q2: 54,671 shares; 2025Q3: 43,704 shares; 2025Q4: 41,398 shares; 2026Q1: 43,192 shares 43,192 $2.15M <0.01% +1,794 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 30,123 shares; 2025Q1: 60,659 shares; 2025Q2: 62,636 shares; 2025Q3: 68,631 shares; 2025Q4: 104,780 shares; 2026Q1: 84,309 shares 84,309 $2.15M <0.01% -20,471 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 21,084 shares; 2025Q1: 24,008 shares; 2025Q2: 23,815 shares; 2025Q3: 20,416 shares; 2025Q4: 16,960 shares; 2026Q1: 15,031 shares 15,031 $2.15M <0.01% -1,929 Timeline MFSG 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: 30,156 shares; 2025Q1: 69,343 shares; 2025Q2: 74,923 shares; 2025Q3: 65,243 shares; 2025Q4: 80,066 shares; 2026Q1: 83,843 shares 83,843 $2.15M <0.01% +3,777 Timeline AJAN 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: 135,255 shares; 2024Q4: 129,038 shares; 2025Q1: 133,815 shares; 2025Q2: 133,145 shares; 2025Q3: 74,772 shares; 2025Q4: 74,229 shares; 2026Q1: 77,590 shares 77,590 $2.14M <0.01% +3,361 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 29,370 shares; 2025Q1: 29,370 shares; 2025Q2: 32,708 shares; 2025Q3: 32,503 shares; 2025Q4: 30,225 shares; 2026Q1: 28,406 shares 28,406 $2.14M <0.01% -1,819 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,423 shares; 2024Q4: 247,311 shares; 2025Q1: 250,465 shares; 2025Q2: 251,740 shares; 2025Q3: 256,154 shares; 2025Q4: 284,559 shares; 2026Q1: 294,428 shares 294,428 $2.14M <0.01% +9,869 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,228 shares; 2025Q1: 6,617 shares; 2025Q2: 6,220 shares; 2025Q3: 6,185 shares; 2025Q4: 6,143 shares; 2026Q1: 18,187 shares 18,187 $2.14M <0.01% +12,044 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,813 shares; 2024Q4: 44,384 shares; 2025Q1: 53,677 shares; 2025Q2: 36,772 shares; 2025Q3: 39,400 shares; 2025Q4: 41,629 shares; 2026Q1: 40,530 shares 40,530 $2.14M <0.01% -1,099 Timeline PRVS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,886 shares; 2026Q1: 77,520 shares 77,520 $2.14M <0.01% +66,634 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 15,316 shares; 2025Q1: 15,921 shares; 2025Q2: 14,507 shares; 2025Q3: 15,509 shares; 2025Q4: 13,670 shares; 2026Q1: 14,662 shares 14,662 $2.13M <0.01% +992 Timeline PBOC 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: not reported; 2024Q4: not reported; 2025Q1: 11,327 shares; 2025Q2: 11,632 shares; 2025Q3: 25,070 shares; 2025Q4: 89,238 shares; 2026Q1: 74,088 shares 74,088 $2.13M <0.01% -15,150 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,363 shares; 2024Q4: 26,025 shares; 2025Q1: 35,926 shares; 2025Q2: 36,546 shares; 2025Q3: 32,227 shares; 2025Q4: 28,095 shares; 2026Q1: 27,075 shares 27,075 $2.13M <0.01% -1,020 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,730 shares; 2024Q4: 275,992 shares; 2025Q1: 280,308 shares; 2025Q2: 277,860 shares; 2025Q3: 238,396 shares; 2025Q4: 223,542 shares; 2026Q1: 227,569 shares 227,569 $2.13M <0.01% +4,027 Timeline SIXF 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: 78,486 shares; 2024Q4: 68,968 shares; 2025Q1: 65,852 shares; 2025Q2: 63,897 shares; 2025Q3: 65,365 shares; 2025Q4: 65,308 shares; 2026Q1: 67,763 shares 67,763 $2.13M <0.01% +2,455 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,772 shares; 2025Q4: 38,122 shares; 2026Q1: 40,426 shares 40,426 $2.13M <0.01% +2,304 Timeline DDTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,465 shares 114,465 $2.13M <0.01% new Timeline SPMB 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: 78,869 shares; 2024Q4: 86,316 shares; 2025Q1: 77,482 shares; 2025Q2: 81,646 shares; 2025Q3: 81,900 shares; 2025Q4: 96,193 shares; 2026Q1: 94,559 shares 94,559 $2.12M <0.01% -1,634 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,676 shares; 2024Q4: 81,464 shares; 2025Q1: 43,298 shares; 2025Q2: 70,058 shares; 2025Q3: 70,301 shares; 2025Q4: 65,714 shares; 2026Q1: 36,506 shares 36,506 $2.12M <0.01% -29,208 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,572 shares; 2024Q4: 28,941 shares; 2025Q1: 29,621 shares; 2025Q2: 23,322 shares; 2025Q3: 16,890 shares; 2025Q4: 14,848 shares; 2026Q1: 14,355 shares 14,355 $2.11M <0.01% -493 Timeline PFLD 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: 119,368 shares; 2024Q4: 118,088 shares; 2025Q1: 115,655 shares; 2025Q2: 124,848 shares; 2025Q3: 118,000 shares; 2025Q4: 95,785 shares; 2026Q1: 108,854 shares 108,854 $2.11M <0.01% +13,069 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,820 shares; 2024Q4: 41,474 shares; 2025Q1: 39,537 shares; 2025Q2: 46,468 shares; 2025Q3: 44,350 shares; 2025Q4: 42,568 shares; 2026Q1: 43,451 shares 43,451 $2.1M <0.01% +883 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,513 shares; 2024Q4: 17,924 shares; 2025Q1: 25,212 shares; 2025Q2: 23,564 shares; 2025Q3: 30,768 shares; 2025Q4: 34,110 shares; 2026Q1: 32,478 shares 32,478 $2.1M <0.01% -1,632 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,093 shares; 2024Q4: 171,664 shares; 2025Q1: 174,316 shares; 2025Q2: 143,397 shares; 2025Q3: 124,993 shares; 2025Q4: 93,730 shares; 2026Q1: 85,841 shares 85,841 $2.1M <0.01% -7,889 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,249 shares; 2024Q4: 55,417 shares; 2025Q1: 55,645 shares; 2025Q2: 35,316 shares; 2025Q3: 22,903 shares; 2025Q4: 15,296 shares; 2026Q1: 13,696 shares 13,696 $2.1M <0.01% -1,600 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 22,145 shares; 2025Q1: 27,129 shares; 2025Q2: 23,180 shares; 2025Q3: 24,874 shares; 2025Q4: 21,545 shares; 2026Q1: 18,804 shares 18,804 $2.1M <0.01% -2,741 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 11,429 shares; 2025Q1: 11,485 shares; 2025Q2: 9,736 shares; 2025Q3: 9,576 shares; 2025Q4: 10,017 shares; 2026Q1: 16,145 shares 16,145 $2.09M <0.01% +6,128 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,855 shares; 2024Q4: 12,632 shares; 2025Q1: 12,860 shares; 2025Q2: 12,849 shares; 2025Q3: 10,103 shares; 2025Q4: 11,969 shares; 2026Q1: 12,512 shares 12,512 $2.09M <0.01% +543 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,299 shares; 2024Q4: 49,626 shares; 2025Q1: 46,673 shares; 2025Q2: 43,635 shares; 2025Q3: 35,728 shares; 2025Q4: 33,431 shares; 2026Q1: 32,039 shares 32,039 $2.09M <0.01% -1,392 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373,204 shares; 2024Q4: 1,498,346 shares; 2025Q1: 1,508,635 shares; 2025Q2: 1,031,255 shares; 2025Q3: 610,515 shares; 2025Q4: 663,035 shares; 2026Q1: 800,310 shares 800,310 $2.09M <0.01% +137,275 Timeline AVRE 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: 22,082 shares; 2024Q4: 24,774 shares; 2025Q1: 39,110 shares; 2025Q2: 41,341 shares; 2025Q3: 42,736 shares; 2025Q4: 45,124 shares; 2026Q1: 47,372 shares 47,372 $2.09M <0.01% +2,248 Timeline IDHQ 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: 47,880 shares; 2024Q4: 60,210 shares; 2025Q1: 57,697 shares; 2025Q2: 62,149 shares; 2025Q3: 142,976 shares; 2025Q4: 58,339 shares; 2026Q1: 58,956 shares 58,956 $2.09M <0.01% +617 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,522 shares; 2024Q4: 32,909 shares; 2025Q1: 34,197 shares; 2025Q2: 46,876 shares; 2025Q3: 37,815 shares; 2025Q4: 36,277 shares; 2026Q1: 42,336 shares 42,336 $2.08M <0.01% +6,059 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,764 shares; 2024Q4: 275,141 shares; 2025Q1: 268,483 shares; 2025Q2: 215,130 shares; 2025Q3: 210,281 shares; 2025Q4: 197,189 shares; 2026Q1: 194,423 shares 194,423 $2.08M <0.01% -2,766 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 8,752 shares; 2025Q1: 8,437 shares; 2025Q2: 20,994 shares; 2025Q3: 8,806 shares; 2025Q4: 13,353 shares; 2026Q1: 9,808 shares 9,808 $2.08M <0.01% -3,545 Timeline RODM 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: 69,512 shares; 2024Q4: 66,997 shares; 2025Q1: 60,943 shares; 2025Q2: 61,195 shares; 2025Q3: 58,928 shares; 2025Q4: 57,001 shares; 2026Q1: 52,367 shares 52,367 $2.06M <0.01% -4,634 Timeline ROAM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,515 shares 66,515 $2.06M <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,612 shares; 2025Q1: 10,954 shares; 2025Q2: 11,256 shares; 2025Q3: 17,386 shares; 2025Q4: 11,000 shares; 2026Q1: 10,435 shares 10,435 $2.06M <0.01% -565 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,084 shares; 2025Q3: 86,376 shares; 2025Q4: 79,904 shares; 2026Q1: 76,840 shares 76,840 $2.06M <0.01% -3,064 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,858 shares; 2024Q4: 26,808 shares; 2025Q1: 31,834 shares; 2025Q2: 33,750 shares; 2025Q3: 28,255 shares; 2025Q4: 29,521 shares; 2026Q1: 31,651 shares 31,651 $2.06M <0.01% +2,130 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 19,285 shares; 2025Q1: 18,284 shares; 2025Q2: 17,253 shares; 2025Q3: 17,533 shares; 2025Q4: 17,275 shares; 2026Q1: 17,883 shares 17,883 $2.05M <0.01% +608 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,638 shares; 2024Q4: 56,326 shares; 2025Q1: 56,601 shares; 2025Q2: 51,976 shares; 2025Q3: 24,290 shares; 2025Q4: 24,577 shares; 2026Q1: 24,874 shares 24,874 $2.05M <0.01% +297 Timeline MFSB 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: 12,123 shares; 2025Q2: 24,413 shares; 2025Q3: 39,621 shares; 2025Q4: 61,956 shares; 2026Q1: 82,343 shares 82,343 $2.05M <0.01% +20,387 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 25,198 shares; 2025Q1: 27,579 shares; 2025Q2: 36,200 shares; 2025Q3: 23,080 shares; 2025Q4: 23,691 shares; 2026Q1: 17,881 shares 17,881 $2.05M <0.01% -5,810 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,441 shares; 2024Q4: 199,836 shares; 2025Q1: 216,740 shares; 2025Q2: 199,073 shares; 2025Q3: 180,192 shares; 2025Q4: 174,600 shares; 2026Q1: 151,554 shares 151,554 $2.05M <0.01% -23,046 Timeline FXN 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: 214,293 shares; 2024Q4: 215,747 shares; 2025Q1: 127,638 shares; 2025Q2: 113,421 shares; 2025Q3: 98,150 shares; 2025Q4: 85,105 shares; 2026Q1: 91,119 shares 91,119 $2.05M <0.01% +6,014 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,435 shares; 2024Q4: 195,253 shares; 2025Q1: 190,779 shares; 2025Q2: 174,202 shares; 2025Q3: 155,450 shares; 2025Q4: 145,074 shares; 2026Q1: 119,868 shares 119,868 $2.05M <0.01% -25,206 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: 16,534 shares; 2025Q1: 15,347 shares; 2025Q2: 13,411 shares; 2025Q3: 15,026 shares; 2025Q4: 17,106 shares; 2026Q1: 17,641 shares 17,641 $2.05M <0.01% +535 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,481 shares; 2025Q1: 3,287 shares; 2025Q2: 7,147 shares; 2025Q3: 6,965 shares; 2025Q4: 8,602 shares; 2026Q1: 8,768 shares 8,768 $2.05M <0.01% +166 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,977 shares; 2024Q4: 107,290 shares; 2025Q1: 110,836 shares; 2025Q2: 105,774 shares; 2025Q3: 98,909 shares; 2025Q4: 98,629 shares; 2026Q1: 212,694 shares 212,694 $2.04M <0.01% +114,065 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,640 shares; 2025Q4: 42,613 shares; 2026Q1: 76,874 shares 76,874 $2.04M <0.01% +34,261 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,669 shares; 2024Q4: 16,802 shares; 2025Q1: 17,320 shares; 2025Q2: 17,380 shares; 2025Q3: 17,806 shares; 2025Q4: 15,147 shares; 2026Q1: 15,217 shares 15,217 $2.04M <0.01% +70 Timeline HYGV 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: 117,388 shares; 2024Q4: 111,751 shares; 2025Q1: 110,841 shares; 2025Q2: 113,186 shares; 2025Q3: 118,766 shares; 2025Q4: 76,654 shares; 2026Q1: 50,940 shares 50,940 $2.04M <0.01% -25,714 Timeline XFEB 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: 50,875 shares; 2024Q4: 39,704 shares; 2025Q1: 44,407 shares; 2025Q2: 47,192 shares; 2025Q3: 40,406 shares; 2025Q4: 40,156 shares; 2026Q1: 57,895 shares 57,895 $2.04M <0.01% +17,739 Timeline KFEB 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: 36,211 shares; 2025Q2: 25,762 shares; 2025Q3: 36,537 shares; 2025Q4: 32,894 shares; 2026Q1: 72,539 shares 72,539 $2.04M <0.01% +39,645 Timeline PBSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,535 shares; 2025Q3: 81,768 shares; 2025Q4: 71,459 shares; 2026Q1: 69,875 shares 69,875 $2.04M <0.01% -1,584 Timeline