CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,095 shares; 2025Q1: 3,599 shares; 2025Q2: 3,634 shares; 2025Q3: 4,166 shares; 2025Q4: 4,593 shares; 2026Q1: 4,903 shares 4,903 $814K 0.03% +310 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 2,221 shares; 2025Q3: 4,461 shares; 2025Q4: 8,337 shares; 2026Q1: 8,678 shares 8,678 $809K 0.02% +341 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,017 shares; 2024Q4: 20,259 shares; 2025Q1: 19,974 shares; 2025Q2: 20,085 shares; 2025Q3: 19,304 shares; 2025Q4: 17,883 shares; 2026Q1: 21,227 shares 21,227 $807K 0.02% +3,344 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 12,498 shares; 2025Q1: 13,903 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 14,033 shares; 2026Q1: 38,376 shares 38,376 $807K 0.02% +24,343 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,041 shares; 2025Q2: 13,199 shares; 2025Q3: 17,177 shares; 2025Q4: 17,561 shares; 2026Q1: 16,965 shares 16,965 $805K 0.02% -596 Timeline EAGG 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: 6,643 shares; 2025Q2: 7,110 shares; 2025Q3: 17,506 shares; 2025Q4: 16,586 shares; 2026Q1: 16,889 shares 16,889 $803K 0.02% +303 Timeline DFAS 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: 4,766 shares; 2024Q4: 4,867 shares; 2025Q1: 19,406 shares; 2025Q2: 10,952 shares; 2025Q3: 8,128 shares; 2025Q4: 9,761 shares; 2026Q1: 11,277 shares 11,277 $802K 0.02% +1,516 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,805 shares 14,805 $801K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 9,631 shares; 2025Q1: 10,495 shares; 2025Q2: 11,009 shares; 2025Q3: 13,445 shares; 2025Q4: 15,423 shares; 2026Q1: 12,745 shares 12,745 $800K 0.02% -2,678 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 4,442 shares; 2025Q1: 5,006 shares; 2025Q2: 5,469 shares; 2025Q3: 5,603 shares; 2025Q4: 4,697 shares; 2026Q1: 4,727 shares 4,727 $800K 0.02% +30 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 10,257 shares; 2025Q1: 7,552 shares; 2025Q2: 6,734 shares; 2025Q3: 7,975 shares; 2025Q4: 8,339 shares; 2026Q1: 8,218 shares 8,218 $798K 0.02% -121 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 13,479 shares; 2025Q4: 13,608 shares; 2026Q1: 10,945 shares 10,945 $798K 0.02% -2,663 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,590 shares 49,590 $797K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 543 shares; 2025Q1: 599 shares; 2025Q2: 645 shares; 2025Q3: 595 shares; 2025Q4: 668 shares; 2026Q1: 730 shares 730 $797K 0.02% +62 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 744 shares; 2025Q2: 1,081 shares; 2025Q3: 1,092 shares; 2025Q4: 1,051 shares; 2026Q1: 1,160 shares 1,160 $790K 0.02% +109 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,653 shares; 2024Q4: 20,455 shares; 2025Q1: 21,038 shares; 2025Q2: 21,038 shares; 2025Q3: 29,135 shares; 2025Q4: 66,687 shares; 2026Q1: 72,285 shares 72,285 $787K 0.02% +5,598 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 6,035 shares; 2025Q2: 6,026 shares; 2025Q3: 6,579 shares; 2025Q4: 6,315 shares; 2026Q1: 10,953 shares 10,953 $786K 0.02% +4,638 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,746 shares; 2025Q1: 2,859 shares; 2025Q2: 2,748 shares; 2025Q3: 3,166 shares; 2025Q4: 3,216 shares; 2026Q1: 3,791 shares 3,791 $786K 0.02% +575 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,329 shares; 2025Q1: 10,938 shares; 2025Q2: 11,804 shares; 2025Q3: 14,510 shares; 2025Q4: 15,045 shares; 2026Q1: 16,780 shares 16,780 $783K 0.02% +1,735 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: 35,841 shares; 2024Q4: 13,466 shares; 2025Q1: 34,090 shares; 2025Q2: 30,362 shares; 2025Q3: 23,007 shares; 2025Q4: 20,897 shares; 2026Q1: 29,614 shares 29,614 $779K 0.02% +8,717 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,234 shares; 2025Q2: not reported; 2025Q3: 7,521 shares; 2025Q4: 6,390 shares; 2026Q1: 15,476 shares 15,476 $779K 0.02% +9,086 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,881 shares 18,881 $775K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,621 shares; 2025Q1: 1,784 shares; 2025Q2: 1,904 shares; 2025Q3: 1,905 shares; 2025Q4: 2,678 shares; 2026Q1: 2,757 shares 2,757 $775K 0.02% +79 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,719 shares; 2024Q4: 21,749 shares; 2025Q1: 21,830 shares; 2025Q2: 18,998 shares; 2025Q3: 18,824 shares; 2025Q4: 19,347 shares; 2026Q1: 20,679 shares 20,679 $775K 0.02% +1,332 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 10,293 shares; 2025Q1: 11,397 shares; 2025Q2: 12,671 shares; 2025Q3: 11,213 shares; 2025Q4: 11,083 shares; 2026Q1: 10,291 shares 10,291 $774K 0.02% -792 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,473 shares; 2024Q4: 30,264 shares; 2025Q1: 28,163 shares; 2025Q2: 31,123 shares; 2025Q3: 29,380 shares; 2025Q4: 28,687 shares; 2026Q1: 24,105 shares 24,105 $772K 0.02% -4,582 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,732 shares; 2025Q1: 5,925 shares; 2025Q2: 8,501 shares; 2025Q3: 9,669 shares; 2025Q4: 9,905 shares; 2026Q1: 10,612 shares 10,612 $771K 0.02% +707 Timeline AVUS 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 7,665 shares; 2025Q3: 7,269 shares; 2025Q4: 6,933 shares; 2026Q1: 6,933 shares 6,933 $771K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA 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: 10,429 shares; 2025Q4: 15,173 shares; 2026Q1: 18,085 shares 18,085 $768K 0.02% +2,912 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,249 shares; 2025Q2: 3,344 shares; 2025Q3: 3,765 shares; 2025Q4: 4,115 shares; 2026Q1: 4,934 shares 4,934 $767K 0.02% +819 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,755 shares; 2024Q4: 10,823 shares; 2025Q1: 12,534 shares; 2025Q2: 8,864 shares; 2025Q3: 10,755 shares; 2025Q4: 13,003 shares; 2026Q1: 14,881 shares 14,881 $765K 0.02% +1,878 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,187 shares; 2025Q1: 10,711 shares; 2025Q2: 12,552 shares; 2025Q3: 12,842 shares; 2025Q4: 41,705 shares; 2026Q1: 41,609 shares 41,609 $754K 0.02% -96 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,762 shares; 2025Q4: 2,224 shares; 2026Q1: 2,669 shares 2,669 $754K 0.02% +445 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 10,413 shares; 2025Q1: 10,551 shares; 2025Q2: 12,748 shares; 2025Q3: 13,244 shares; 2025Q4: 13,653 shares; 2026Q1: 11,511 shares 11,511 $754K 0.02% -2,142 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,848 shares; 2025Q4: 2,428 shares; 2026Q1: 2,537 shares 2,537 $752K 0.02% +109 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,798 shares; 2024Q4: 37,809 shares; 2025Q1: 37,535 shares; 2025Q2: 53,588 shares; 2025Q3: 55,969 shares; 2025Q4: 67,241 shares; 2026Q1: 52,252 shares 52,252 $751K 0.02% -14,989 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 5,363 shares; 2025Q1: 7,609 shares; 2025Q2: 6,847 shares; 2025Q3: 9,358 shares; 2025Q4: 9,682 shares; 2026Q1: 12,261 shares 12,261 $750K 0.02% +2,579 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: not reported; 2024Q4: 1,480 shares; 2025Q1: 1,783 shares; 2025Q2: 2,300 shares; 2025Q3: 2,768 shares; 2025Q4: 3,397 shares; 2026Q1: 3,671 shares 3,671 $748K 0.02% +274 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,422 shares; 2025Q3: 162,509 shares; 2025Q4: 168,637 shares; 2026Q1: 140,125 shares 140,125 $745K 0.02% -28,512 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 8,538 shares; 2025Q1: 9,212 shares; 2025Q2: 9,465 shares; 2025Q3: 9,991 shares; 2025Q4: 9,767 shares; 2026Q1: 8,908 shares 8,908 $735K 0.02% -859 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,124 shares; 2025Q1: 4,063 shares; 2025Q2: 4,164 shares; 2025Q3: 5,099 shares; 2025Q4: 6,395 shares; 2026Q1: 6,240 shares 6,240 $734K 0.02% -155 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,291 shares; 2025Q1: 3,808 shares; 2025Q2: 3,200 shares; 2025Q3: 3,610 shares; 2025Q4: 2,748 shares; 2026Q1: 4,210 shares 4,210 $730K 0.02% +1,462 Timeline IGM 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: 3,070 shares; 2024Q4: 3,524 shares; 2025Q1: 3,745 shares; 2025Q2: 4,438 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 6,149 shares 6,149 $729K 0.02% +1,144 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,264 shares; 2024Q4: 17,000 shares; 2025Q1: 52,844 shares; 2025Q2: 50,145 shares; 2025Q3: 53,158 shares; 2025Q4: 62,260 shares; 2026Q1: 64,461 shares 64,461 $727K 0.02% +2,201 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,331 shares; 2025Q1: 4,851 shares; 2025Q2: 5,486 shares; 2025Q3: 5,971 shares; 2025Q4: 6,352 shares; 2026Q1: 6,789 shares 6,789 $725K 0.02% +437 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 13,441 shares; 2025Q1: 13,089 shares; 2025Q2: 15,537 shares; 2025Q3: 17,525 shares; 2025Q4: 18,665 shares; 2026Q1: 19,627 shares 19,627 $723K 0.02% +962 Timeline SCHJ 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: 11,844 shares; 2024Q4: 24,283 shares; 2025Q1: 23,938 shares; 2025Q2: 22,861 shares; 2025Q3: 23,570 shares; 2025Q4: 28,436 shares; 2026Q1: 29,097 shares 29,097 $719K 0.02% +661 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 40,535 shares; 2025Q1: 41,762 shares; 2025Q2: 52,670 shares; 2025Q3: 56,212 shares; 2025Q4: 51,747 shares; 2026Q1: 27,703 shares 27,703 $718K 0.02% -24,044 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,860 shares; 2025Q1: 8,932 shares; 2025Q2: 9,267 shares; 2025Q3: 11,462 shares; 2025Q4: 11,621 shares; 2026Q1: 14,656 shares 14,656 $717K 0.02% +3,035 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,526 shares; 2025Q2: 57,642 shares; 2025Q3: 58,095 shares; 2025Q4: 60,336 shares; 2026Q1: 67,534 shares 67,534 $717K 0.02% +7,198 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 8,940 shares; 2025Q1: 9,035 shares; 2025Q2: 9,124 shares; 2025Q3: 11,465 shares; 2025Q4: 11,710 shares; 2026Q1: 11,521 shares 11,521 $712K 0.02% -189 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,143 shares; 2025Q1: 1,088 shares; 2025Q2: 1,225 shares; 2025Q3: 1,384 shares; 2025Q4: 1,242 shares; 2026Q1: 1,631 shares 1,631 $708K 0.02% +389 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 5,963 shares; 2025Q1: 8,276 shares; 2025Q2: 9,536 shares; 2025Q3: 10,235 shares; 2025Q4: 10,527 shares; 2026Q1: 10,415 shares 10,415 $708K 0.02% -112 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 6,541 shares; 2025Q1: 6,878 shares; 2025Q2: 8,022 shares; 2025Q3: 7,432 shares; 2025Q4: 8,716 shares; 2026Q1: 5,992 shares 5,992 $707K 0.02% -2,724 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 3,582 shares; 2026Q1: 3,601 shares 3,601 $706K 0.02% +19 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,179 shares; 2025Q1: 2,441 shares; 2025Q2: 3,366 shares; 2025Q3: 3,365 shares; 2025Q4: 3,328 shares; 2026Q1: 2,943 shares 2,943 $705K 0.02% -385 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,659 shares; 2025Q1: 4,399 shares; 2025Q2: 4,407 shares; 2025Q3: 5,880 shares; 2025Q4: 6,000 shares; 2026Q1: 6,223 shares 6,223 $704K 0.02% +223 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,479 shares; 2025Q2: 1,649 shares; 2025Q3: 1,717 shares; 2025Q4: 1,694 shares; 2026Q1: 1,782 shares 1,782 $702K 0.02% +88 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,212 shares; 2025Q1: 1,456 shares; 2025Q2: 1,519 shares; 2025Q3: 1,485 shares; 2025Q4: 1,284 shares; 2026Q1: 406 shares 406 $702K 0.02% -878 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: 18,807 shares; 2025Q3: 21,167 shares; 2025Q4: 23,748 shares; 2026Q1: 24,661 shares 24,661 $701K 0.02% +913 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 19,430 shares; 2025Q1: 39,845 shares; 2025Q2: 45,871 shares; 2025Q3: 53,099 shares; 2025Q4: 66,938 shares; 2026Q1: 60,543 shares 60,543 $699K 0.02% -6,395 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,289 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,929 shares 13,929 $697K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 2,975 shares; 2025Q1: 3,503 shares; 2025Q2: 3,874 shares; 2025Q3: 2,798 shares; 2025Q4: 3,872 shares; 2026Q1: 5,748 shares 5,748 $697K 0.02% +1,876 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 7,089 shares; 2025Q1: 6,558 shares; 2025Q2: 6,700 shares; 2025Q3: 7,974 shares; 2025Q4: 8,472 shares; 2026Q1: 8,489 shares 8,489 $695K 0.02% +17 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,588 shares; 2025Q1: 15,861 shares; 2025Q2: 15,371 shares; 2025Q3: 16,889 shares; 2025Q4: 18,756 shares; 2026Q1: 23,160 shares 23,160 $695K 0.02% +4,404 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,533 shares; 2025Q1: 4,082 shares; 2025Q2: 4,628 shares; 2025Q3: 5,363 shares; 2025Q4: 5,933 shares; 2026Q1: 5,124 shares 5,124 $694K 0.02% -809 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,882 shares; 2025Q4: 26,363 shares; 2026Q1: 27,174 shares 27,174 $694K 0.02% +811 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: 2,076 shares; 2024Q4: 3,026 shares; 2025Q1: 5,170 shares; 2025Q2: 3,759 shares; 2025Q3: 5,237 shares; 2025Q4: 6,418 shares; 2026Q1: 6,197 shares 6,197 $690K 0.02% -221 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,881 shares; 2025Q1: 4,811 shares; 2025Q2: 4,869 shares; 2025Q3: 7,206 shares; 2025Q4: 8,541 shares; 2026Q1: 8,373 shares 8,373 $690K 0.02% -168 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 181 shares; 2025Q1: 210 shares; 2025Q2: 207 shares; 2025Q3: 226 shares; 2025Q4: 223 shares; 2026Q1: 204 shares 204 $689K 0.02% -19 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,230 shares; 2025Q2: 1,175 shares; 2025Q3: 1,303 shares; 2025Q4: 1,324 shares; 2026Q1: 1,432 shares 1,432 $688K 0.02% +108 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,521 shares; 2025Q4: 17,343 shares; 2026Q1: 17,461 shares 17,461 $686K 0.02% +118 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 5,052 shares; 2025Q1: 8,731 shares; 2025Q2: 8,731 shares; 2025Q3: 9,285 shares; 2025Q4: 8,947 shares; 2026Q1: 9,559 shares 9,559 $686K 0.02% +612 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 613 shares; 2025Q1: 655 shares; 2025Q2: 853 shares; 2025Q3: 1,043 shares; 2025Q4: 998 shares; 2026Q1: 938 shares 938 $684K 0.02% -60 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,907 shares; 2024Q4: 20,523 shares; 2025Q1: 20,889 shares; 2025Q2: 20,395 shares; 2025Q3: 23,914 shares; 2025Q4: 24,680 shares; 2026Q1: 26,315 shares 26,315 $681K 0.02% +1,635 Timeline IDV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,985 shares 15,985 $680K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,569 shares; 2024Q4: 28,232 shares; 2025Q1: 23,197 shares; 2025Q2: 25,632 shares; 2025Q3: 24,578 shares; 2025Q4: 16,633 shares; 2026Q1: 20,470 shares 20,470 $679K 0.02% +3,837 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,614 shares; 2025Q1: 10,156 shares; 2025Q2: 10,726 shares; 2025Q3: 11,161 shares; 2025Q4: 11,552 shares; 2026Q1: 12,146 shares 12,146 $676K 0.02% +594 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: not reported; 2025Q1: 9,689 shares; 2025Q2: 9,808 shares; 2025Q3: 9,943 shares; 2025Q4: 10,667 shares; 2026Q1: 11,915 shares 11,915 $675K 0.02% +1,248 Timeline MTUM 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: 4,683 shares; 2025Q3: 5,056 shares; 2025Q4: 3,324 shares; 2026Q1: 2,809 shares 2,809 $674K 0.02% -515 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,800 shares; 2025Q1: 4,387 shares; 2025Q2: 4,963 shares; 2025Q3: 3,805 shares; 2025Q4: 4,311 shares; 2026Q1: 6,063 shares 6,063 $673K 0.02% +1,752 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: 11,118 shares; 2024Q4: 11,272 shares; 2025Q1: 16,441 shares; 2025Q2: 12,310 shares; 2025Q3: 16,156 shares; 2025Q4: 20,981 shares; 2026Q1: 26,368 shares 26,368 $672K 0.02% +5,387 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 1,094 shares; 2025Q1: 1,191 shares; 2025Q2: 1,378 shares; 2025Q3: 1,476 shares; 2025Q4: 1,427 shares; 2026Q1: 1,246 shares 1,246 $672K 0.02% -181 Timeline IMCG 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: 10,335 shares; 2024Q4: 13,792 shares; 2025Q1: 14,919 shares; 2025Q2: 13,849 shares; 2025Q3: 9,354 shares; 2025Q4: 9,339 shares; 2026Q1: 8,522 shares 8,522 $671K 0.02% -817 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,272 shares; 2025Q1: 1,399 shares; 2025Q2: 1,415 shares; 2025Q3: 1,532 shares; 2025Q4: 1,688 shares; 2026Q1: 2,063 shares 2,063 $671K 0.02% +375 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,274 shares; 2025Q1: 1,545 shares; 2025Q2: 1,607 shares; 2025Q3: 1,686 shares; 2025Q4: 1,825 shares; 2026Q1: 1,949 shares 1,949 $670K 0.02% +124 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO 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: 38,881 shares 38,881 $670K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,673 shares; 2024Q4: 32,146 shares; 2025Q1: 30,170 shares; 2025Q2: 38,730 shares; 2025Q3: 28,043 shares; 2025Q4: 30,337 shares; 2026Q1: 18,137 shares 18,137 $667K 0.02% -12,200 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: 1,483 shares; 2024Q4: 1,879 shares; 2025Q1: 1,797 shares; 2025Q2: 2,381 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: 2,666 shares 2,666 $666K 0.02% +180 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL 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: 45,320 shares; 2025Q4: 52,525 shares; 2026Q1: 49,821 shares 49,821 $666K 0.02% -2,704 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A 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: 44,341 shares 44,341 $665K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,325 shares; 2025Q1: 1,386 shares; 2025Q2: 2,151 shares; 2025Q3: 2,581 shares; 2025Q4: 2,919 shares; 2026Q1: 2,849 shares 2,849 $665K 0.02% -70 Timeline JIRE 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: 16,214 shares; 2025Q3: 12,362 shares; 2025Q4: 8,751 shares; 2026Q1: 8,751 shares 8,751 $663K 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 11,022 shares; 2025Q1: 10,867 shares; 2025Q2: 10,187 shares; 2025Q3: 11,066 shares; 2025Q4: 11,093 shares; 2026Q1: 10,944 shares 10,944 $661K 0.02% -149 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,740 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,294 shares 14,294 $661K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 5,689 shares; 2025Q1: 6,421 shares; 2025Q2: 6,122 shares; 2025Q3: 8,609 shares; 2025Q4: 9,907 shares; 2026Q1: 9,710 shares 9,710 $661K 0.02% -197 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,432 shares 13,432 $659K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 4,977 shares; 2025Q1: 5,281 shares; 2025Q2: 5,771 shares; 2025Q3: 5,797 shares; 2025Q4: 7,888 shares; 2026Q1: 5,687 shares 5,687 $658K 0.02% -2,201 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,677 shares; 2025Q1: 6,653 shares; 2025Q2: 6,914 shares; 2025Q3: 7,215 shares; 2025Q4: 7,940 shares; 2026Q1: 8,188 shares 8,188 $658K 0.02% +248 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: 8,233 shares; 2024Q4: 3,778 shares; 2025Q1: 5,181 shares; 2025Q2: 5,510 shares; 2025Q3: 6,040 shares; 2025Q4: 5,377 shares; 2026Q1: 4,383 shares 4,383 $658K 0.02% -994 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,471 shares; 2024Q4: 44,843 shares; 2025Q1: 44,267 shares; 2025Q2: 25,836 shares; 2025Q3: 30,243 shares; 2025Q4: 33,254 shares; 2026Q1: 32,729 shares 32,729 $656K 0.02% -525 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO 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: 102,601 shares; 2026Q1: 109,127 shares 109,127 $656K 0.02% +6,526 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,695 shares; 2025Q1: 7,086 shares; 2025Q2: 6,591 shares; 2025Q3: 7,935 shares; 2025Q4: 9,467 shares; 2026Q1: 13,876 shares 13,876 $651K 0.02% +4,409 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 11,657 shares; 2025Q1: 11,755 shares; 2025Q2: 11,225 shares; 2025Q3: 11,745 shares; 2025Q4: 12,791 shares; 2026Q1: 14,125 shares 14,125 $647K 0.02% +1,334 Timeline HDV 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: 9,058 shares; 2024Q4: 3,897 shares; 2025Q1: 4,293 shares; 2025Q2: 4,418 shares; 2025Q3: 4,134 shares; 2025Q4: 4,308 shares; 2026Q1: 4,765 shares 4,765 $647K 0.02% +457 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,810 shares; 2024Q4: 40,252 shares; 2025Q1: 41,540 shares; 2025Q2: 37,711 shares; 2025Q3: 37,110 shares; 2025Q4: 45,597 shares; 2026Q1: 57,326 shares 57,326 $646K 0.02% +11,729 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,562 shares; 2025Q1: 1,534 shares; 2025Q2: 1,479 shares; 2025Q3: 1,622 shares; 2025Q4: 1,772 shares; 2026Q1: 1,899 shares 1,899 $644K 0.02% +127 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 512 shares; 2025Q1: 746 shares; 2025Q2: 959 shares; 2025Q3: 1,346 shares; 2025Q4: 1,489 shares; 2026Q1: 1,621 shares 1,621 $643K 0.02% +132 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,932 shares; 2024Q4: 16,767 shares; 2025Q1: 23,011 shares; 2025Q2: 15,829 shares; 2025Q3: 14,446 shares; 2025Q4: 16,680 shares; 2026Q1: 13,299 shares 13,299 $641K 0.02% -3,381 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,660 shares; 2025Q1: 2,515 shares; 2025Q2: 3,237 shares; 2025Q3: 4,158 shares; 2025Q4: 4,372 shares; 2026Q1: 4,692 shares 4,692 $640K 0.02% +320 Timeline DSI 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: 3,751 shares; 2024Q4: 4,213 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,218 shares; 2025Q4: 4,218 shares; 2026Q1: 5,279 shares 5,279 $640K 0.02% +1,061 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 5,964 shares; 2025Q1: 5,889 shares; 2025Q2: 5,882 shares; 2025Q3: 6,114 shares; 2025Q4: 6,374 shares; 2026Q1: 6,539 shares 6,539 $639K 0.02% +165 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,648 shares; 2025Q1: 5,671 shares; 2025Q2: 3,317 shares; 2025Q3: 3,348 shares; 2025Q4: 3,391 shares; 2026Q1: 3,464 shares 3,464 $638K 0.02% +73 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,507 shares 6,507 $638K 0.02% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,382 shares 6,382 $638K 0.02% new Timeline SDY 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: 4,050 shares; 2024Q4: 4,249 shares; 2025Q1: 4,200 shares; 2025Q2: 4,206 shares; 2025Q3: 4,190 shares; 2025Q4: 4,355 shares; 2026Q1: 4,358 shares 4,358 $636K 0.02% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 23,447 shares; 2025Q1: 23,437 shares; 2025Q2: 7,137 shares; 2025Q3: 8,287 shares; 2025Q4: 8,096 shares; 2026Q1: 9,318 shares 9,318 $635K 0.02% +1,222 Timeline IWN 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: 1,262 shares; 2025Q1: 3,364 shares; 2025Q2: 3,984 shares; 2025Q3: 3,985 shares; 2025Q4: 2,602 shares; 2026Q1: 3,337 shares 3,337 $633K 0.02% +735 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,785 shares 13,785 $632K 0.02% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,697 shares; 2025Q3: 6,295 shares; 2025Q4: 6,990 shares; 2026Q1: 9,710 shares 9,710 $632K 0.02% +2,720 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,605 shares; 2025Q1: 5,670 shares; 2025Q2: 6,767 shares; 2025Q3: 5,770 shares; 2025Q4: 5,600 shares; 2026Q1: 6,467 shares 6,467 $631K 0.02% +867 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 12,865 shares; 2025Q1: 14,267 shares; 2025Q2: 5,636 shares; 2025Q3: 6,320 shares; 2025Q4: 7,581 shares; 2026Q1: 13,888 shares 13,888 $630K 0.02% +6,307 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,260 shares; 2025Q1: 1,568 shares; 2025Q2: 1,163 shares; 2025Q3: 1,604 shares; 2025Q4: 2,008 shares; 2026Q1: 2,064 shares 2,064 $628K 0.02% +56 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 12,630 shares; 2025Q1: 16,695 shares; 2025Q2: 16,456 shares; 2025Q3: 12,361 shares; 2025Q4: 12,365 shares; 2026Q1: 12,365 shares 12,365 $624K 0.02% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,502 shares 19,502 $623K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 6,665 shares; 2025Q1: 8,531 shares; 2025Q2: 8,643 shares; 2025Q3: 10,159 shares; 2025Q4: 9,554 shares; 2026Q1: 8,592 shares 8,592 $622K 0.02% -962 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,523 shares; 2024Q4: 50,864 shares; 2025Q1: 67,054 shares; 2025Q2: 79,071 shares; 2025Q3: 83,654 shares; 2025Q4: 84,727 shares; 2026Q1: 15,149 shares 15,149 $619K 0.02% -69,578 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,746 shares 19,746 $616K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,805 shares; 2025Q1: 2,110 shares; 2025Q2: 2,310 shares; 2025Q3: 2,370 shares; 2025Q4: 2,213 shares; 2026Q1: 1,957 shares 1,957 $615K 0.02% -256 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,415 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 5,156 shares; 2025Q4: 5,842 shares; 2026Q1: 5,991 shares 5,991 $613K 0.02% +149 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,266 shares; 2024Q4: 21,220 shares; 2025Q1: 25,664 shares; 2025Q2: 27,552 shares; 2025Q3: 31,388 shares; 2025Q4: 32,480 shares; 2026Q1: 38,597 shares 38,597 $613K 0.02% +6,117 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: 7,317 shares; 2024Q4: 13,564 shares; 2025Q1: 12,553 shares; 2025Q2: 10,500 shares; 2025Q3: 10,502 shares; 2025Q4: 13,277 shares; 2026Q1: 12,535 shares 12,535 $611K 0.02% -742 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 11,339 shares; 2025Q1: 10,342 shares; 2025Q2: 11,073 shares; 2025Q3: 11,801 shares; 2025Q4: 10,204 shares; 2026Q1: 13,478 shares 13,478 $610K 0.02% +3,274 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,159 shares; 2025Q1: 2,296 shares; 2025Q2: 2,437 shares; 2025Q3: 3,163 shares; 2025Q4: 2,522 shares; 2026Q1: 3,091 shares 3,091 $609K 0.02% +569 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 10,571 shares; 2025Q1: 6,350 shares; 2025Q2: not reported; 2025Q3: 5,355 shares; 2025Q4: 6,287 shares; 2026Q1: 13,092 shares 13,092 $608K 0.02% +6,805 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,439 shares; 2026Q1: 5,264 shares 5,264 $607K 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,740 shares; 2025Q3: 1,933 shares; 2025Q4: 2,138 shares; 2026Q1: 2,455 shares 2,455 $607K 0.02% +317 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: not reported; 2025Q1: 5,431 shares; 2025Q2: 5,665 shares; 2025Q3: 5,362 shares; 2025Q4: 8,926 shares; 2026Q1: 10,600 shares 10,600 $602K 0.02% +1,674 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 4,315 shares; 2025Q1: 5,287 shares; 2025Q2: 4,712 shares; 2025Q3: 5,205 shares; 2025Q4: 5,709 shares; 2026Q1: 5,416 shares 5,416 $600K 0.02% -293 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: 1,579 shares 1,579 $600K 0.02% -7 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: not reported; 2024Q4: 3,780 shares; 2025Q1: 3,868 shares; 2025Q2: 3,786 shares; 2025Q3: 3,748 shares; 2025Q4: 3,737 shares; 2026Q1: 3,364 shares 3,364 $599K 0.02% -373 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 7,250 shares; 2025Q3: 7,782 shares; 2025Q4: 8,174 shares; 2026Q1: 8,983 shares 8,983 $598K 0.02% +809 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,028 shares; 2025Q1: 5,070 shares; 2025Q2: 5,220 shares; 2025Q3: 5,200 shares; 2025Q4: 5,199 shares; 2026Q1: 4,604 shares 4,604 $597K 0.02% -595 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 10,228 shares 10,228 $596K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,355 shares; 2025Q1: 1,400 shares; 2025Q2: 1,549 shares; 2025Q3: 1,596 shares; 2025Q4: 1,671 shares; 2026Q1: 1,660 shares 1,660 $594K 0.02% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 2,506 shares; 2026Q1: 3,234 shares 3,234 $592K 0.02% +728 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: 1,908 shares; 2024Q4: 1,971 shares; 2025Q1: not reported; 2025Q2: 2,060 shares; 2025Q3: 2,062 shares; 2025Q4: 2,320 shares; 2026Q1: 3,035 shares 3,035 $590K 0.02% +715 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,681 shares; 2024Q4: 81,547 shares; 2025Q1: 116,930 shares; 2025Q2: 154,903 shares; 2025Q3: 145,906 shares; 2025Q4: 144,236 shares; 2026Q1: 201,752 shares 201,752 $589K 0.02% +57,516 Timeline OEF 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: 808 shares; 2025Q1: 797 shares; 2025Q2: 796 shares; 2025Q3: 1,923 shares; 2025Q4: 1,788 shares; 2026Q1: 1,848 shares 1,848 $588K 0.02% +60 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,505 shares; 2025Q2: 1,548 shares; 2025Q3: 1,718 shares; 2025Q4: 2,131 shares; 2026Q1: 2,543 shares 2,543 $587K 0.02% +412 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,780 shares; 2024Q4: 47,134 shares; 2025Q1: 56,889 shares; 2025Q2: 63,121 shares; 2025Q3: 45,885 shares; 2025Q4: 55,871 shares; 2026Q1: 73,014 shares 73,014 $587K 0.02% +17,143 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,769 shares; 2025Q1: 4,774 shares; 2025Q2: 5,125 shares; 2025Q3: 5,126 shares; 2025Q4: 5,097 shares; 2026Q1: 4,864 shares 4,864 $583K 0.02% -233 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: 20,096 shares; 2024Q4: 25,299 shares; 2025Q1: not reported; 2025Q2: 26,153 shares; 2025Q3: 30,974 shares; 2025Q4: 39,368 shares; 2026Q1: 43,142 shares 43,142 $583K 0.02% +3,774 Timeline FTEC 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: 4,762 shares; 2024Q4: 4,748 shares; 2025Q1: 6,663 shares; 2025Q2: 6,720 shares; 2025Q3: 5,860 shares; 2025Q4: 3,093 shares; 2026Q1: 2,793 shares 2,793 $581K 0.02% -300 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 2,079 shares; 2025Q4: 2,059 shares; 2026Q1: 2,938 shares 2,938 $581K 0.02% +879 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,188 shares; 2024Q4: 49,801 shares; 2025Q1: 112,009 shares; 2025Q2: 130,707 shares; 2025Q3: 144,258 shares; 2025Q4: 155,433 shares; 2026Q1: 158,680 shares 158,680 $579K 0.02% +3,247 Timeline DFUS 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: 5,240 shares; 2024Q4: 5,408 shares; 2025Q1: 5,893 shares; 2025Q2: 8,300 shares; 2025Q3: 8,306 shares; 2025Q4: 8,081 shares; 2026Q1: 8,087 shares 8,087 $573K 0.02% +6 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 5,774 shares; 2025Q1: 9,724 shares; 2025Q2: 11,467 shares; 2025Q3: 11,244 shares; 2025Q4: 7,845 shares; 2026Q1: 9,940 shares 9,940 $573K 0.02% +2,095 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,480 shares; 2025Q1: 10,673 shares; 2025Q2: 10,836 shares; 2025Q3: 9,648 shares; 2025Q4: 9,461 shares; 2026Q1: 8,649 shares 8,649 $572K 0.02% -812 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 20,929 shares 20,929 $570K 0.02% -1,071 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: 3,716 shares; 2024Q4: 3,623 shares; 2025Q1: 4,085 shares; 2025Q2: 4,473 shares; 2025Q3: 4,384 shares; 2025Q4: 4,056 shares; 2026Q1: 3,241 shares 3,241 $569K 0.02% -815 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY 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: 41,231 shares 41,231 $568K 0.02% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 27,830 shares; 2025Q1: 27,937 shares; 2025Q2: 27,679 shares; 2025Q3: 27,385 shares; 2025Q4: 31,703 shares; 2026Q1: 32,907 shares 32,907 $563K 0.02% +1,204 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,618 shares; 2025Q3: 20,526 shares; 2025Q4: 18,853 shares; 2026Q1: 23,573 shares 23,573 $563K 0.02% +4,720 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: 25,609 shares; 2024Q4: 15,336 shares; 2025Q1: 18,314 shares; 2025Q2: 25,301 shares; 2025Q3: 28,965 shares; 2025Q4: 35,020 shares; 2026Q1: 37,426 shares 37,426 $562K 0.02% +2,406 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 11,183 shares; 2025Q1: 11,183 shares; 2025Q2: 11,183 shares; 2025Q3: 11,183 shares; 2025Q4: 11,327 shares; 2026Q1: 11,329 shares 11,329 $562K 0.02% +2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,733 shares; 2025Q1: 1,895 shares; 2025Q2: 2,304 shares; 2025Q3: 2,113 shares; 2025Q4: 2,020 shares; 2026Q1: 2,727 shares 2,727 $561K 0.02% +707 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,227 shares; 2026Q1: 2,287 shares 2,287 $560K 0.02% +60 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,643 shares; 2025Q1: 1,452 shares; 2025Q2: 1,626 shares; 2025Q3: 1,723 shares; 2025Q4: 2,556 shares; 2026Q1: 2,629 shares 2,629 $558K 0.02% +73 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 4,272 shares; 2025Q1: 5,110 shares; 2025Q2: 4,265 shares; 2025Q3: 4,781 shares; 2025Q4: 5,397 shares; 2026Q1: 5,225 shares 5,225 $558K 0.02% -172 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,056 shares; 2025Q1: 1,408 shares; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,887 shares; 2026Q1: 3,536 shares 3,536 $556K 0.02% +649 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,991 shares; 2025Q2: 7,813 shares; 2025Q3: 10,191 shares; 2025Q4: 10,782 shares; 2026Q1: 11,318 shares 11,318 $555K 0.02% +536 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,853 shares; 2024Q4: 50,975 shares; 2025Q1: 51,779 shares; 2025Q2: 51,779 shares; 2025Q3: 58,870 shares; 2025Q4: 79,160 shares; 2026Q1: 80,375 shares 80,375 $554K 0.02% +1,215 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,275 shares; 2024Q4: 19,553 shares; 2025Q1: 35,845 shares; 2025Q2: 50,360 shares; 2025Q3: 44,773 shares; 2025Q4: 53,144 shares; 2026Q1: 61,630 shares 61,630 $553K 0.02% +8,486 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,716 shares; 2025Q1: 5,085 shares; 2025Q2: 4,786 shares; 2025Q3: 4,890 shares; 2025Q4: 4,713 shares; 2026Q1: 5,839 shares 5,839 $552K 0.02% +1,126 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 31,557 shares; 2025Q1: 29,607 shares; 2025Q2: 29,673 shares; 2025Q3: 30,330 shares; 2025Q4: 28,176 shares; 2026Q1: 30,591 shares 30,591 $551K 0.02% +2,415 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 7,690 shares; 2025Q4: 8,627 shares; 2026Q1: 10,141 shares 10,141 $550K 0.02% +1,514 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,838 shares; 2025Q2: 8,048 shares; 2025Q3: 8,722 shares; 2025Q4: 10,618 shares; 2026Q1: 11,446 shares 11,446 $549K 0.02% +828 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,979 shares; 2025Q3: 16,436 shares; 2025Q4: 21,312 shares; 2026Q1: 22,891 shares 22,891 $548K 0.02% +1,579 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,999 shares 18,999 $547K 0.02% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,574 shares; 2025Q1: 7,487 shares; 2025Q2: 7,619 shares; 2025Q3: 7,880 shares; 2025Q4: 8,215 shares; 2026Q1: 8,410 shares 8,410 $544K 0.02% +195 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,097 shares; 2024Q4: 12,525 shares; 2025Q1: 15,801 shares; 2025Q2: 16,260 shares; 2025Q3: 18,044 shares; 2025Q4: 27,926 shares; 2026Q1: 25,636 shares 25,636 $542K 0.02% -2,290 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: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,662 shares; 2025Q3: 1,915 shares; 2025Q4: 2,236 shares; 2026Q1: 2,526 shares 2,526 $542K 0.02% +290 Timeline QDIV 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: 10,280 shares; 2024Q4: 10,455 shares; 2025Q1: 11,926 shares; 2025Q2: 13,324 shares; 2025Q3: 13,553 shares; 2025Q4: 14,183 shares; 2026Q1: 14,586 shares 14,586 $536K 0.02% +403 Timeline PDBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,687 shares 14,687 $536K 0.02% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,164 shares; 2024Q4: 19,624 shares; 2025Q1: 26,568 shares; 2025Q2: 28,398 shares; 2025Q3: 32,054 shares; 2025Q4: 40,245 shares; 2026Q1: 46,764 shares 46,764 $535K 0.02% +6,519 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,651 shares; 2024Q4: 6,533 shares; 2025Q1: 5,891 shares; 2025Q2: 5,844 shares; 2025Q3: 5,444 shares; 2025Q4: 5,179 shares; 2026Q1: 1,897 shares 1,897 $534K 0.02% -3,282 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,836 shares; 2025Q1: 1,914 shares; 2025Q2: 2,282 shares; 2025Q3: 2,153 shares; 2025Q4: 2,524 shares; 2026Q1: 2,656 shares 2,656 $531K 0.02% +132 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: not reported; 2025Q1: 6,744 shares; 2025Q2: 5,793 shares; 2025Q3: 7,147 shares; 2025Q4: 8,247 shares; 2026Q1: 9,066 shares 9,066 $530K 0.02% +819 Timeline QQQM 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: 3,520 shares; 2024Q4: 3,596 shares; 2025Q1: 1,228 shares; 2025Q2: 1,161 shares; 2025Q3: 1,355 shares; 2025Q4: 1,832 shares; 2026Q1: 2,227 shares 2,227 $529K 0.02% +395 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,307 shares; 2025Q1: 1,746 shares; 2025Q2: 1,943 shares; 2025Q3: 1,893 shares; 2025Q4: 1,944 shares; 2026Q1: 1,977 shares 1,977 $527K 0.02% +33 Timeline DDIV 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: 14,039 shares; 2024Q4: 14,285 shares; 2025Q1: 29,542 shares; 2025Q2: 30,955 shares; 2025Q3: 17,838 shares; 2025Q4: 18,437 shares; 2026Q1: 13,004 shares 13,004 $526K 0.02% -5,433 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,898 shares; 2025Q3: 2,160 shares; 2025Q4: 2,335 shares; 2026Q1: 2,754 shares 2,754 $525K 0.02% +419 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,692 shares; 2025Q1: 3,005 shares; 2025Q2: 3,285 shares; 2025Q3: 3,364 shares; 2025Q4: 3,148 shares; 2026Q1: 1,235 shares 1,235 $524K 0.02% -1,913 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 10,065 shares; 2025Q1: 9,963 shares; 2025Q2: 11,820 shares; 2025Q3: 11,285 shares; 2025Q4: 8,664 shares; 2026Q1: 8,958 shares 8,958 $524K 0.02% +294 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,351 shares; 2025Q3: 1,531 shares; 2025Q4: 1,241 shares; 2026Q1: 1,806 shares 1,806 $523K 0.02% +565 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,018 shares; 2025Q1: 2,065 shares; 2025Q2: 2,110 shares; 2025Q3: 2,391 shares; 2025Q4: 2,613 shares; 2026Q1: 2,470 shares 2,470 $522K 0.02% -143 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: 4,094 shares; 2024Q4: 2,667 shares; 2025Q1: 2,271 shares; 2025Q2: 3,976 shares; 2025Q3: 2,948 shares; 2025Q4: 3,595 shares; 2026Q1: 5,054 shares 5,054 $519K 0.02% +1,459 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: 3,588 shares; 2024Q4: 3,837 shares; 2025Q1: 4,559 shares; 2025Q2: 5,461 shares; 2025Q3: 5,951 shares; 2025Q4: 6,378 shares; 2026Q1: 5,891 shares 5,891 $513K 0.02% -487 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,718 shares; 2025Q1: 10,722 shares; 2025Q2: 11,640 shares; 2025Q3: 11,845 shares; 2025Q4: 9,324 shares; 2026Q1: 13,142 shares 13,142 $512K 0.02% +3,818 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,271 shares; 2025Q3: 1,472 shares; 2025Q4: 1,882 shares; 2026Q1: 2,051 shares 2,051 $511K 0.02% +169 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 6,161 shares; 2025Q1: 5,804 shares; 2025Q2: 5,318 shares; 2025Q3: 5,297 shares; 2025Q4: 4,876 shares; 2026Q1: 4,719 shares 4,719 $511K 0.02% -157 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,731 shares; 2025Q3: 12,914 shares; 2025Q4: 12,914 shares; 2026Q1: 8,363 shares 8,363 $505K 0.02% -4,551 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,518 shares; 2024Q4: 33,875 shares; 2025Q1: 33,764 shares; 2025Q2: 35,276 shares; 2025Q3: 33,946 shares; 2025Q4: 34,545 shares; 2026Q1: 50,285 shares 50,285 $503K 0.02% +15,740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 2,742 shares 2,742 $503K 0.02% -536 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 2,059 shares; 2025Q3: 2,135 shares; 2025Q4: 1,745 shares; 2026Q1: 2,290 shares 2,290 $502K 0.02% +545 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,489 shares; 2025Q4: 1,501 shares; 2026Q1: 2,653 shares 2,653 $501K 0.02% +1,152 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: not reported; 2025Q1: 12,430 shares; 2025Q2: 12,491 shares; 2025Q3: 13,882 shares; 2025Q4: 14,827 shares; 2026Q1: 16,386 shares 16,386 $500K 0.02% +1,559 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,122 shares; 2024Q4: 12,094 shares; 2025Q1: 12,468 shares; 2025Q2: 12,693 shares; 2025Q3: 9,050 shares; 2025Q4: 19,209 shares; 2026Q1: 10,833 shares 10,833 $497K 0.02% -8,376 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,357 shares; 2025Q1: 2,367 shares; 2025Q2: 4,996 shares; 2025Q3: 3,134 shares; 2025Q4: 3,094 shares; 2026Q1: 3,304 shares 3,304 $497K 0.02% +210 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: 34,812 shares; 2024Q4: 68,452 shares; 2025Q1: 74,853 shares; 2025Q2: 77,507 shares; 2025Q3: 80,516 shares; 2025Q4: 82,853 shares; 2026Q1: 35,966 shares 35,966 $496K 0.02% -46,887 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,837 shares; 2025Q4: 13,337 shares; 2026Q1: 14,266 shares 14,266 $491K 0.02% +929 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,216 shares; 2025Q2: 2,273 shares; 2025Q3: 2,464 shares; 2025Q4: 3,128 shares; 2026Q1: 3,255 shares 3,255 $491K 0.02% +127 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: not reported; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 5,151 shares; 2025Q3: 5,157 shares; 2025Q4: 5,820 shares; 2026Q1: 7,800 shares 7,800 $488K 0.02% +1,980 Timeline EMLP 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: 7,473 shares; 2024Q4: 11,020 shares; 2025Q1: 11,724 shares; 2025Q2: 10,098 shares; 2025Q3: 10,558 shares; 2025Q4: 10,816 shares; 2026Q1: 11,141 shares 11,141 $486K 0.02% +325 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 8,917 shares; 2025Q1: 10,538 shares; 2025Q2: 9,565 shares; 2025Q3: 10,126 shares; 2025Q4: 10,252 shares; 2026Q1: 8,303 shares 8,303 $485K 0.01% -1,949 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 2,158 shares; 2025Q1: 2,222 shares; 2025Q2: 2,026 shares; 2025Q3: 2,119 shares; 2025Q4: 2,083 shares; 2026Q1: 2,340 shares 2,340 $484K 0.01% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,517 shares 9,517 $483K 0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,692 shares; 2025Q4: 15,108 shares; 2026Q1: 13,599 shares 13,599 $483K 0.01% -1,509 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: 1,874 shares; 2025Q3: 1,965 shares; 2025Q4: 1,682 shares; 2026Q1: 1,818 shares 1,818 $483K 0.01% +136 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628,872 shares; 2025Q4: 26,522 shares; 2026Q1: 22,455 shares 22,455 $483K 0.01% -4,067 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,654 shares; 2025Q1: not reported; 2025Q2: 8,201 shares; 2025Q3: 9,105 shares; 2025Q4: 9,298 shares; 2026Q1: 19,154 shares 19,154 $478K 0.01% +9,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,890 shares; 2025Q4: 4,688 shares; 2026Q1: 5,707 shares 5,707 $478K 0.01% +1,019 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 3,243 shares; 2025Q4: 3,921 shares; 2026Q1: 5,951 shares 5,951 $477K 0.01% +2,030 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,438 shares; 2025Q1: 5,423 shares; 2025Q2: 5,930 shares; 2025Q3: 7,514 shares; 2025Q4: 6,648 shares; 2026Q1: 6,677 shares 6,677 $476K 0.01% +29 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,386 shares; 2025Q2: 1,664 shares; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 2,438 shares 2,438 $476K 0.01% +808 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,629 shares; 2025Q2: 5,219 shares; 2025Q3: 5,023 shares; 2025Q4: 5,371 shares; 2026Q1: 6,310 shares 6,310 $476K 0.01% +939 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,795 shares; 2024Q4: 71,613 shares; 2025Q1: 69,248 shares; 2025Q2: 96,095 shares; 2025Q3: 106,657 shares; 2025Q4: 103,539 shares; 2026Q1: 102,751 shares 102,751 $476K 0.01% -788 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 3,550 shares 3,550 $473K 0.01% +1,721 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,206 shares; 2026Q1: 4,154 shares 4,154 $472K 0.01% -52 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: 11,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,707 shares; 2025Q3: 26,664 shares; 2025Q4: 32,284 shares; 2026Q1: 31,221 shares 31,221 $470K 0.01% -1,063 Timeline ETW 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: 49,278 shares; 2024Q4: 52,768 shares; 2025Q1: 53,492 shares; 2025Q2: 53,492 shares; 2025Q3: 53,492 shares; 2025Q4: 53,492 shares; 2026Q1: 53,492 shares 53,492 $470K 0.01% 0 Timeline SPYG 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: 4,326 shares; 2024Q4: 19,219 shares; 2025Q1: 6,679 shares; 2025Q2: 9,999 shares; 2025Q3: 9,854 shares; 2025Q4: 9,422 shares; 2026Q1: 4,787 shares 4,787 $469K 0.01% -4,635 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 3,445 shares 3,445 $467K 0.01% +38 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: 1,882 shares; 2026Q1: 2,282 shares 2,282 $467K 0.01% +400 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: 1,643 shares; 2024Q4: 1,896 shares; 2025Q1: 2,043 shares; 2025Q2: 2,104 shares; 2025Q3: 1,899 shares; 2025Q4: 1,758 shares; 2026Q1: 1,360 shares 1,360 $466K 0.01% -398 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 7,616 shares; 2025Q1: 8,221 shares; 2025Q2: 9,551 shares; 2025Q3: 9,802 shares; 2025Q4: 10,352 shares; 2026Q1: 10,994 shares 10,994 $464K 0.01% +642 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,336 shares; 2025Q1: 1,607 shares; 2025Q2: 1,027 shares; 2025Q3: 900 shares; 2025Q4: 1,069 shares; 2026Q1: 1,308 shares 1,308 $463K 0.01% +239 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: 116,700 shares; 2024Q4: 168,089 shares; 2025Q1: 192,001 shares; 2025Q2: 208,301 shares; 2025Q3: 219,850 shares; 2025Q4: 16,939 shares; 2026Q1: 9,912 shares 9,912 $461K 0.01% -7,027 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 9,827 shares; 2025Q4: 3,845 shares; 2026Q1: 4,242 shares 4,242 $461K 0.01% +397 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,322 shares; 2024Q4: 242,082 shares; 2025Q1: 266,496 shares; 2025Q2: 271,061 shares; 2025Q3: 33,981 shares; 2025Q4: 9,874 shares; 2026Q1: 13,607 shares 13,607 $460K 0.01% +3,733 Timeline CIBR 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: 6,739 shares; 2024Q4: 6,741 shares; 2025Q1: 6,701 shares; 2025Q2: 7,886 shares; 2025Q3: 12,532 shares; 2025Q4: 7,302 shares; 2026Q1: 7,335 shares 7,335 $460K 0.01% +33 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 7,245 shares; 2025Q4: 7,236 shares; 2026Q1: 11,162 shares 11,162 $456K 0.01% +3,926 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,986 shares; 2025Q1: 2,277 shares; 2025Q2: 2,152 shares; 2025Q3: 2,371 shares; 2025Q4: 2,338 shares; 2026Q1: 2,176 shares 2,176 $454K 0.01% -162 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 14,274 shares; 2025Q1: 14,759 shares; 2025Q2: 12,260 shares; 2025Q3: 13,832 shares; 2025Q4: 15,012 shares; 2026Q1: 20,151 shares 20,151 $453K 0.01% +5,139 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,375 shares; 2025Q1: 7,580 shares; 2025Q2: 7,779 shares; 2025Q3: 6,739 shares; 2025Q4: 6,742 shares; 2026Q1: 6,742 shares 6,742 $452K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 14,192 shares; 2025Q1: 12,611 shares; 2025Q2: 16,346 shares; 2025Q3: 17,800 shares; 2025Q4: 18,505 shares; 2026Q1: 18,951 shares 18,951 $451K 0.01% +446 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 3,688 shares; 2026Q1: 4,767 shares 4,767 $451K 0.01% +1,079 Timeline AIRR 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: 7,893 shares; 2024Q4: 7,206 shares; 2025Q1: not reported; 2025Q2: 5,225 shares; 2025Q3: 3,513 shares; 2025Q4: 3,193 shares; 2026Q1: 4,070 shares 4,070 $451K 0.01% +877 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 789 shares; 2025Q1: 864 shares; 2025Q2: 1,049 shares; 2025Q3: 1,402 shares; 2025Q4: 1,069 shares; 2026Q1: 1,014 shares 1,014 $451K 0.01% -55 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 8,973 shares; 2025Q1: 11,466 shares; 2025Q2: 12,531 shares; 2025Q3: 10,810 shares; 2025Q4: 11,613 shares; 2026Q1: 11,186 shares 11,186 $450K 0.01% -427 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,434 shares; 2024Q4: 55,116 shares; 2025Q1: 53,277 shares; 2025Q2: 53,706 shares; 2025Q3: 55,684 shares; 2025Q4: 60,918 shares; 2026Q1: 64,380 shares 64,380 $447K 0.01% +3,462 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 8,407 shares; 2025Q1: 8,692 shares; 2025Q2: 8,318 shares; 2025Q3: 8,372 shares; 2025Q4: 10,030 shares; 2026Q1: 5,903 shares 5,903 $443K 0.01% -4,127 Timeline QHDG 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: 11,860 shares; 2024Q4: 13,742 shares; 2025Q1: 15,632 shares; 2025Q2: 15,632 shares; 2025Q3: 15,632 shares; 2025Q4: 15,632 shares; 2026Q1: 15,632 shares 15,632 $443K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,929 shares; 2025Q1: 2,252 shares; 2025Q2: 2,226 shares; 2025Q3: 2,374 shares; 2025Q4: 5,522 shares; 2026Q1: 2,459 shares 2,459 $443K 0.01% -3,063 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,321 shares; 2025Q2: 6,150 shares; 2025Q3: 6,628 shares; 2025Q4: 7,034 shares; 2026Q1: 7,438 shares 7,438 $441K 0.01% +404 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,577 shares; 2025Q4: 5,432 shares; 2026Q1: 6,868 shares 6,868 $441K 0.01% +1,436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,757 shares; 2026Q1: 6,641 shares 6,641 $441K 0.01% +884 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 649 shares; 2025Q4: 748 shares; 2026Q1: 809 shares 809 $439K 0.01% +61 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,695 shares; 2025Q1: 5,332 shares; 2025Q2: 4,823 shares; 2025Q3: 5,095 shares; 2025Q4: 5,537 shares; 2026Q1: 5,335 shares 5,335 $436K 0.01% -202 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 15,041 shares; 2025Q4: 15,764 shares; 2026Q1: 16,170 shares 16,170 $435K 0.01% +406 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 6,521 shares; 2025Q1: 5,661 shares; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 6,150 shares; 2026Q1: 7,222 shares 7,222 $433K 0.01% +1,072 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 3,849 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,330 shares; 2025Q4: 3,169 shares; 2026Q1: 3,724 shares 3,724 $433K 0.01% +555 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 527 shares; 2025Q2: 459 shares; 2025Q3: 590 shares; 2025Q4: 1,302 shares; 2026Q1: 593 shares 593 $433K 0.01% -709 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,354 shares 9,354 $432K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 5,925 shares; 2025Q1: 8,631 shares; 2025Q2: 9,517 shares; 2025Q3: 10,883 shares; 2025Q4: 8,314 shares; 2026Q1: 10,674 shares 10,674 $431K 0.01% +2,360 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,335 shares; 2025Q1: 5,956 shares; 2025Q2: 5,585 shares; 2025Q3: 6,130 shares; 2025Q4: 6,081 shares; 2026Q1: 6,215 shares 6,215 $431K 0.01% +134 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,169 shares; 2025Q1: 4,655 shares; 2025Q2: 2,920 shares; 2025Q3: 2,372 shares; 2025Q4: 2,323 shares; 2026Q1: 2,007 shares 2,007 $429K 0.01% -316 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,752 shares; 2025Q3: 3,117 shares; 2025Q4: 3,758 shares; 2026Q1: 4,276 shares 4,276 $429K 0.01% +518 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 29,926 shares; 2025Q3: 11,812 shares; 2025Q4: 10,612 shares; 2026Q1: 9,993 shares 9,993 $425K 0.01% -619 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 10,685 shares; 2025Q1: 10,166 shares; 2025Q2: 10,549 shares; 2025Q3: 10,942 shares; 2025Q4: 10,665 shares; 2026Q1: 11,102 shares 11,102 $424K 0.01% +437 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: not reported; 2024Q4: 1,834 shares; 2025Q1: 2,266 shares; 2025Q2: 3,982 shares; 2025Q3: 4,254 shares; 2025Q4: 4,626 shares; 2026Q1: 3,772 shares 3,772 $420K 0.01% -854 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,620 shares; 2025Q1: 3,624 shares; 2025Q2: 3,979 shares; 2025Q3: 4,620 shares; 2025Q4: 4,915 shares; 2026Q1: 5,736 shares 5,736 $420K 0.01% +821 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,524 shares; 2025Q1: 4,431 shares; 2025Q2: 4,430 shares; 2025Q3: 4,419 shares; 2025Q4: 4,355 shares; 2026Q1: 4,353 shares 4,353 $418K 0.01% -2 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: 3,419 shares; 2024Q4: 3,876 shares; 2025Q1: 4,421 shares; 2025Q2: 4,053 shares; 2025Q3: 4,298 shares; 2025Q4: 5,695 shares; 2026Q1: 6,795 shares 6,795 $417K 0.01% +1,100 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,527 shares; 2026Q1: 8,287 shares 8,287 $417K 0.01% +1,760 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 1,049 shares; 2025Q3: 1,175 shares; 2025Q4: 1,505 shares; 2026Q1: 1,324 shares 1,324 $416K 0.01% -181 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 13,190 shares; 2025Q1: 12,975 shares; 2025Q2: 11,765 shares; 2025Q3: 11,665 shares; 2025Q4: 27,066 shares; 2026Q1: 11,442 shares 11,442 $416K 0.01% -15,624 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,365 shares; 2025Q1: 7,294 shares; 2025Q2: 7,204 shares; 2025Q3: 7,063 shares; 2025Q4: 5,454 shares; 2026Q1: 7,383 shares 7,383 $416K 0.01% +1,929 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 11,795 shares; 2025Q4: 14,777 shares; 2026Q1: 21,693 shares 21,693 $416K 0.01% +6,916 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 660 shares; 2025Q1: 650 shares; 2025Q2: 643 shares; 2025Q3: 688 shares; 2025Q4: 630 shares; 2026Q1: 563 shares 563 $415K 0.01% -67 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,608 shares; 2024Q4: 38,263 shares; 2025Q1: 32,312 shares; 2025Q2: 29,947 shares; 2025Q3: 27,868 shares; 2025Q4: 41,531 shares; 2026Q1: 30,750 shares 30,750 $415K 0.01% -10,781 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,619 shares; 2025Q1: 2,783 shares; 2025Q2: 2,447 shares; 2025Q3: 2,823 shares; 2025Q4: 2,827 shares; 2026Q1: 3,613 shares 3,613 $415K 0.01% +786 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 14,883 shares; 2025Q1: 16,013 shares; 2025Q2: 17,027 shares; 2025Q3: 18,486 shares; 2025Q4: 18,824 shares; 2026Q1: 18,179 shares 18,179 $414K 0.01% -645 Timeline FHLC 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: 9,139 shares; 2024Q4: 8,957 shares; 2025Q1: 7,865 shares; 2025Q2: 7,869 shares; 2025Q3: 7,742 shares; 2025Q4: 6,005 shares; 2026Q1: 5,846 shares 5,846 $411K 0.01% -159 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,463 shares; 2025Q2: 17,055 shares; 2025Q3: 11,041 shares; 2025Q4: 9,279 shares; 2026Q1: 8,092 shares 8,092 $411K 0.01% -1,187 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,602 shares; 2025Q1: 3,617 shares; 2025Q2: 3,577 shares; 2025Q3: 3,586 shares; 2025Q4: 3,905 shares; 2026Q1: 4,070 shares 4,070 $410K 0.01% +165 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,120 shares; 2025Q3: 10,768 shares; 2025Q4: not reported; 2026Q1: 9,713 shares 9,713 $410K 0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC 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: 1,332 shares; 2025Q3: 1,475 shares; 2025Q4: 1,524 shares; 2026Q1: 1,644 shares 1,644 $406K 0.01% +120 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 4,711 shares; 2025Q1: 6,850 shares; 2025Q2: 4,909 shares; 2025Q3: 4,423 shares; 2025Q4: 5,006 shares; 2026Q1: 5,368 shares 5,368 $404K 0.01% +362 Timeline ITA 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: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,677 shares; 2026Q1: 1,846 shares 1,846 $404K 0.01% +169 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,967 shares; 2024Q4: 10,092 shares; 2025Q1: 10,692 shares; 2025Q2: 10,073 shares; 2025Q3: 9,816 shares; 2025Q4: 11,074 shares; 2026Q1: 12,243 shares 12,243 $403K 0.01% +1,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,961 shares 3,961 $403K 0.01% new 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: 196 shares; 2024Q4: 236 shares; 2025Q1: 389 shares; 2025Q2: 338 shares; 2025Q3: 342 shares; 2025Q4: 428 shares; 2026Q1: 347 shares 347 $402K 0.01% -81 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: 43,471 shares; 2024Q4: 45,629 shares; 2025Q1: 46,361 shares; 2025Q2: 46,361 shares; 2025Q3: 46,361 shares; 2025Q4: 46,361 shares; 2026Q1: 46,361 shares 46,361 $401K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,519 shares; 2025Q1: 2,160 shares; 2025Q2: 1,931 shares; 2025Q3: 1,954 shares; 2025Q4: 1,424 shares; 2026Q1: 1,600 shares 1,600 $401K 0.01% +176 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,083 shares; 2024Q4: 179,047 shares; 2025Q1: 173,849 shares; 2025Q2: 162,788 shares; 2025Q3: 102,654 shares; 2025Q4: 86,766 shares; 2026Q1: 85,709 shares 85,709 $401K 0.01% -1,057 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 3,702 shares; 2025Q3: 4,456 shares; 2025Q4: 5,056 shares; 2026Q1: 5,759 shares 5,759 $400K 0.01% +703 Timeline JBND 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: 5,468 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,427 shares 7,427 $399K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,841 shares; 2026Q1: 2,110 shares 2,110 $399K 0.01% +269 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,867 shares; 2024Q4: 23,576 shares; 2025Q1: 25,127 shares; 2025Q2: 28,224 shares; 2025Q3: 30,755 shares; 2025Q4: 39,717 shares; 2026Q1: 39,465 shares 39,465 $396K 0.01% -252 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,027 shares; 2025Q3: 7,160 shares; 2025Q4: 9,566 shares; 2026Q1: 7,345 shares 7,345 $396K 0.01% -2,221 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,340 shares; 2025Q2: 9,329 shares; 2025Q3: 9,195 shares; 2025Q4: 14,486 shares; 2026Q1: 15,047 shares 15,047 $394K 0.01% +561 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: 17,817 shares; 2025Q1: 9,597 shares; 2025Q2: 5,758 shares; 2025Q3: 5,610 shares; 2025Q4: 5,891 shares; 2026Q1: 8,856 shares 8,856 $394K 0.01% +2,965 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 1,847 shares; 2025Q3: 2,412 shares; 2025Q4: 2,445 shares; 2026Q1: 2,933 shares 2,933 $394K 0.01% +488 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,471 shares; 2026Q1: 9,799 shares 9,799 $393K 0.01% +3,328 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: not reported; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 4,468 shares; 2025Q4: 4,905 shares; 2026Q1: 4,269 shares 4,269 $393K 0.01% -636 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: not reported; 2024Q4: 2,185 shares; 2025Q1: 2,305 shares; 2025Q2: 1,500 shares; 2025Q3: 1,569 shares; 2025Q4: not reported; 2026Q1: 2,596 shares 2,596 $393K 0.01% new Timeline PSP 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: 6,938 shares; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,948 shares 6,948 $393K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,672 shares; 2025Q2: 5,167 shares; 2025Q3: 5,983 shares; 2025Q4: 7,010 shares; 2026Q1: 7,344 shares 7,344 $392K 0.01% +334 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,084 shares; 2025Q4: 3,507 shares; 2026Q1: 3,300 shares 3,300 $392K 0.01% -207 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 17,715 shares; 2025Q1: 18,435 shares; 2025Q2: 24,857 shares; 2025Q3: 55,055 shares; 2025Q4: 61,089 shares; 2026Q1: 15,745 shares 15,745 $392K 0.01% -45,344 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,840 shares; 2024Q4: 31,933 shares; 2025Q1: 38,085 shares; 2025Q2: 44,529 shares; 2025Q3: 12,904 shares; 2025Q4: not reported; 2026Q1: 20,295 shares 20,295 $392K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,216 shares; 2025Q3: 1,434 shares; 2025Q4: 1,617 shares; 2026Q1: 1,882 shares 1,882 $391K 0.01% +265 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,050 shares; 2025Q4: 18,452 shares; 2026Q1: 19,242 shares 19,242 $390K 0.01% +790 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 4,294 shares; 2025Q1: not reported; 2025Q2: 6,271 shares; 2025Q3: 7,218 shares; 2025Q4: 8,739 shares; 2026Q1: 9,634 shares 9,634 $384K 0.01% +895 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,075 shares; 2025Q4: 1,091 shares; 2026Q1: 1,335 shares 1,335 $383K 0.01% +244 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,062 shares; 2024Q4: 7,890 shares; 2025Q1: 6,853 shares; 2025Q2: 6,842 shares; 2025Q3: 6,655 shares; 2025Q4: 6,552 shares; 2026Q1: 6,601 shares 6,601 $381K 0.01% +49 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 26,881 shares; 2025Q1: 33,746 shares; 2025Q2: 21,794 shares; 2025Q3: 36,728 shares; 2025Q4: 41,449 shares; 2026Q1: 63,038 shares 63,038 $380K 0.01% +21,589 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,673 shares; 2024Q4: 16,673 shares; 2025Q1: 16,673 shares; 2025Q2: 16,673 shares; 2025Q3: 16,673 shares; 2025Q4: 16,673 shares; 2026Q1: 16,673 shares 16,673 $380K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 1,315 shares; 2025Q4: 1,446 shares; 2026Q1: 1,493 shares 1,493 $380K 0.01% +47 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,575 shares; 2025Q1: 7,134 shares; 2025Q2: 8,072 shares; 2025Q3: 9,022 shares; 2025Q4: 10,067 shares; 2026Q1: 7,606 shares 7,606 $379K 0.01% -2,461 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: 2,506 shares; 2025Q4: 3,705 shares; 2026Q1: 3,319 shares 3,319 $378K 0.01% -386 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: 25,301 shares; 2024Q4: 28,130 shares; 2025Q1: 17,788 shares; 2025Q2: not reported; 2025Q3: 10,516 shares; 2025Q4: 12,196 shares; 2026Q1: 21,820 shares 21,820 $378K 0.01% +9,624 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,224 shares; 2025Q1: 1,384 shares; 2025Q2: 1,389 shares; 2025Q3: 1,420 shares; 2025Q4: 1,621 shares; 2026Q1: 1,733 shares 1,733 $377K 0.01% +112 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,306 shares; 2025Q2: 13,304 shares; 2025Q3: 13,304 shares; 2025Q4: 13,306 shares; 2026Q1: 13,307 shares 13,307 $376K 0.01% +1 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,414 shares 17,414 $374K 0.01% new Timeline VFLO 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: not reported; 2024Q4: 15,874 shares; 2025Q1: 18,130 shares; 2025Q2: 14,392 shares; 2025Q3: 12,850 shares; 2025Q4: 12,201 shares; 2026Q1: 9,462 shares 9,462 $374K 0.01% -2,739 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 7,530 shares; 2025Q3: 7,990 shares; 2025Q4: 5,331 shares; 2026Q1: 5,743 shares 5,743 $373K 0.01% +412 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: 1,999 shares; 2024Q4: 2,040 shares; 2025Q1: 2,893 shares; 2025Q2: 3,058 shares; 2025Q3: 3,187 shares; 2025Q4: 2,930 shares; 2026Q1: 1,890 shares 1,890 $373K 0.01% -1,040 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 12,838 shares; 2026Q1: 15,313 shares 15,313 $372K 0.01% +2,475 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 9,411 shares; 2025Q1: 10,362 shares; 2025Q2: 13,901 shares; 2025Q3: 16,269 shares; 2025Q4: 15,316 shares; 2026Q1: 8,328 shares 8,328 $370K 0.01% -6,988 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,582 shares; 2026Q1: 6,733 shares 6,733 $370K 0.01% +151 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,651 shares 8,651 $368K 0.01% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,902 shares; 2024Q4: 21,286 shares; 2025Q1: 24,642 shares; 2025Q2: 25,760 shares; 2025Q3: 26,673 shares; 2025Q4: 28,314 shares; 2026Q1: 23,895 shares 23,895 $367K 0.01% -4,419 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,138 shares; 2026Q1: 13,635 shares 13,635 $367K 0.01% -10,503 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,318 shares; 2025Q2: 20,131 shares; 2025Q3: 21,601 shares; 2025Q4: 21,672 shares; 2026Q1: 7,048 shares 7,048 $367K 0.01% -14,624 Timeline ARCM ARROW INVTS TR More: the full row for ARROW INVTS 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: 3,662 shares 3,662 $366K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,076 shares; 2025Q1: 1,263 shares; 2025Q2: 1,324 shares; 2025Q3: 1,829 shares; 2025Q4: 1,728 shares; 2026Q1: 1,630 shares 1,630 $366K 0.01% -98 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 6,026 shares; 2025Q1: 5,799 shares; 2025Q2: 4,979 shares; 2025Q3: 5,898 shares; 2025Q4: 5,920 shares; 2026Q1: 6,335 shares 6,335 $365K 0.01% +415 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531 shares; 2025Q4: 638 shares; 2026Q1: 696 shares 696 $364K 0.01% +58 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,193 shares 10,193 $364K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,879 shares; 2025Q3: 2,256 shares; 2025Q4: 2,515 shares; 2026Q1: 2,501 shares 2,501 $363K 0.01% -14 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: 4,261 shares; 2025Q3: 4,725 shares; 2025Q4: 5,473 shares; 2026Q1: 4,887 shares 4,887 $361K 0.01% -586 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 369 shares; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 761 shares 761 $361K 0.01% new Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN 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: 14,315 shares 14,315 $360K 0.01% new 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: 12,317 shares; 2024Q4: 9,183 shares; 2025Q1: 6,837 shares; 2025Q2: 7,997 shares; 2025Q3: 8,218 shares; 2025Q4: 8,418 shares; 2026Q1: 9,722 shares 9,722 $360K 0.01% +1,304 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: 1,672 shares; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 2,331 shares; 2026Q1: 2,508 shares 2,508 $359K 0.01% +177 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 11,874 shares; 2025Q1: 16,204 shares; 2025Q2: 10,630 shares; 2025Q3: 36,890 shares; 2025Q4: 40,690 shares; 2026Q1: 25,495 shares 25,495 $359K 0.01% -15,195 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 5,861 shares; 2025Q1: 7,153 shares; 2025Q2: 6,819 shares; 2025Q3: 7,209 shares; 2025Q4: 6,587 shares; 2026Q1: 7,574 shares 7,574 $359K 0.01% +987 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: 2,938 shares; 2024Q4: 4,104 shares; 2025Q1: 4,780 shares; 2025Q2: 5,844 shares; 2025Q3: 5,997 shares; 2025Q4: 5,569 shares; 2026Q1: 2,208 shares 2,208 $359K 0.01% -3,361 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,861 shares 12,861 $358K 0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 1,990 shares; 2025Q3: 2,555 shares; 2025Q4: 2,420 shares; 2026Q1: 2,652 shares 2,652 $357K 0.01% +232 Timeline GOVT 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: 12,718 shares; 2025Q3: 11,541 shares; 2025Q4: 11,505 shares; 2026Q1: 15,562 shares 15,562 $357K 0.01% +4,057 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,016 shares; 2025Q1: 8,307 shares; 2025Q2: 8,439 shares; 2025Q3: 8,096 shares; 2025Q4: 8,237 shares; 2026Q1: 9,079 shares 9,079 $355K 0.01% +842 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,310 shares; 2025Q2: 1,494 shares; 2025Q3: 1,652 shares; 2025Q4: 1,284 shares; 2026Q1: 1,530 shares 1,530 $355K 0.01% +246 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 10,453 shares; 2025Q4: 11,729 shares; 2026Q1: 13,380 shares 13,380 $355K 0.01% +1,651 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,216 shares; 2025Q4: 3,527 shares; 2026Q1: 3,492 shares 3,492 $355K 0.01% -35 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 989 shares; 2026Q1: 1,102 shares 1,102 $355K 0.01% +113 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: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,375 shares; 2025Q3: 2,675 shares; 2025Q4: 2,744 shares; 2026Q1: 4,188 shares 4,188 $355K 0.01% +1,444 Timeline MNTN MNTN INC More: the full row for MNTN 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: 40,000 shares; 2026Q1: 40,000 shares 40,000 $352K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,122 shares; 2025Q1: 3,370 shares; 2025Q2: 3,453 shares; 2025Q3: 4,078 shares; 2025Q4: 4,654 shares; 2026Q1: 4,431 shares 4,431 $352K 0.01% -223 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,548 shares; 2025Q1: 3,675 shares; 2025Q2: 3,160 shares; 2025Q3: 3,379 shares; 2025Q4: 3,390 shares; 2026Q1: 4,632 shares 4,632 $350K 0.01% +1,242 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 3,485 shares; 2025Q1: 4,657 shares; 2025Q2: 4,812 shares; 2025Q3: 4,366 shares; 2025Q4: 3,605 shares; 2026Q1: 2,156 shares 2,156 $350K 0.01% -1,449 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 12,525 shares; 2025Q1: 10,346 shares; 2025Q2: 11,179 shares; 2025Q3: 12,964 shares; 2025Q4: 16,068 shares; 2026Q1: 19,873 shares 19,873 $349K 0.01% +3,805 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,714 shares; 2025Q1: 8,498 shares; 2025Q2: 8,805 shares; 2025Q3: 8,482 shares; 2025Q4: 8,163 shares; 2026Q1: 8,746 shares 8,746 $349K 0.01% +583 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,896 shares; 2025Q4: 4,228 shares; 2026Q1: 4,062 shares 4,062 $348K 0.01% -166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,058 shares; 2026Q1: 2,378 shares 2,378 $346K 0.01% +320 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares; 2026Q1: 2,016 shares 2,016 $346K 0.01% +555 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares; 2026Q1: 4,341 shares 4,341 $345K 0.01% +1,732 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 983 shares; 2025Q1: 1,015 shares; 2025Q2: 974 shares; 2025Q3: 1,116 shares; 2025Q4: 1,074 shares; 2026Q1: 1,136 shares 1,136 $345K 0.01% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,451 shares; 2026Q1: 1,628 shares 1,628 $345K 0.01% +177 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,657 shares; 2026Q1: 5,987 shares 5,987 $345K 0.01% +1,330 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,343 shares; 2026Q1: 11,418 shares 11,418 $344K 0.01% +1,075 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,384 shares; 2025Q1: 1,671 shares; 2025Q2: 1,631 shares; 2025Q3: 1,552 shares; 2025Q4: 1,306 shares; 2026Q1: 1,588 shares 1,588 $344K 0.01% +282 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,914 shares; 2025Q3: 5,050 shares; 2025Q4: 5,335 shares; 2026Q1: 5,334 shares 5,334 $343K 0.01% -1 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,983 shares 3,983 $343K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,816 shares; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,370 shares; 2025Q4: 2,482 shares; 2026Q1: 2,198 shares 2,198 $342K 0.01% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,327 shares; 2025Q4: 3,031 shares; 2026Q1: 3,117 shares 3,117 $341K 0.01% +86 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: 3,755 shares; 2024Q4: 4,525 shares; 2025Q1: 5,749 shares; 2025Q2: 6,343 shares; 2025Q3: 5,748 shares; 2025Q4: 5,306 shares; 2026Q1: 4,672 shares 4,672 $341K 0.01% -634 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: 1,493 shares; 2025Q4: not reported; 2026Q1: 1,815 shares 1,815 $340K 0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,519 shares; 2025Q4: 2,509 shares; 2026Q1: 2,597 shares 2,597 $340K 0.01% +88 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,936 shares; 2026Q1: 2,011 shares 2,011 $340K 0.01% +75 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,275 shares; 2025Q3: 5,003 shares; 2025Q4: 5,650 shares; 2026Q1: 7,052 shares 7,052 $338K 0.01% +1,402 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,893 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,337 shares; 2025Q4: 948 shares; 2026Q1: 998 shares 998 $338K 0.01% +50 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 2,284 shares; 2025Q2: 3,001 shares; 2025Q3: 13,828 shares; 2025Q4: 8,949 shares; 2026Q1: 3,360 shares 3,360 $337K 0.01% -5,589 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,651 shares; 2025Q4: 9,117 shares; 2026Q1: 11,680 shares 11,680 $336K 0.01% +2,563 Timeline FCPI 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: 4,977 shares; 2024Q4: 5,038 shares; 2025Q1: 6,119 shares; 2025Q2: 6,414 shares; 2025Q3: 6,651 shares; 2025Q4: 6,868 shares; 2026Q1: 6,835 shares 6,835 $336K 0.01% -33 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 1,677 shares; 2025Q3: 1,935 shares; 2025Q4: 2,147 shares; 2026Q1: 2,135 shares 2,135 $336K 0.01% -12 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 5,087 shares; 2026Q1: 6,413 shares 6,413 $333K 0.01% +1,326 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: 154,368 shares; 2024Q4: 232,644 shares; 2025Q1: 293,158 shares; 2025Q2: 298,516 shares; 2025Q3: 14,759 shares; 2025Q4: 10,799 shares; 2026Q1: 8,946 shares 8,946 $329K 0.01% -1,853 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,061 shares; 2025Q2: 6,077 shares; 2025Q3: 5,800 shares; 2025Q4: 5,986 shares; 2026Q1: 7,090 shares 7,090 $329K 0.01% +1,104 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,474 shares; 2025Q4: 12,409 shares; 2026Q1: 9,004 shares 9,004 $328K 0.01% -3,405 Timeline SPSM 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: 10,211 shares; 2024Q4: 8,181 shares; 2025Q1: 18,856 shares; 2025Q2: 12,315 shares; 2025Q3: 8,189 shares; 2025Q4: 7,349 shares; 2026Q1: 6,789 shares 6,789 $328K 0.01% -560 Timeline VTC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,365 shares; 2026Q1: 4,252 shares 4,252 $327K 0.01% -113 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,926 shares; 2026Q1: 2,705 shares 2,705 $326K 0.01% -221 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 734 shares; 2025Q1: 891 shares; 2025Q2: 1,035 shares; 2025Q3: 1,106 shares; 2025Q4: 1,150 shares; 2026Q1: 553 shares 553 $326K 0.01% -597 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,118 shares; 2026Q1: 11,118 shares 11,118 $326K 0.01% -6,000 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 1,625 shares 1,625 $325K 0.01% +67 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,332 shares; 2025Q3: 6,587 shares; 2025Q4: not reported; 2026Q1: 5,470 shares 5,470 $325K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 3,832 shares; 2025Q1: 5,134 shares; 2025Q2: 6,602 shares; 2025Q3: 6,271 shares; 2025Q4: 4,767 shares; 2026Q1: 3,516 shares 3,516 $324K 0.01% -1,251 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 15,346 shares; 2025Q1: 17,022 shares; 2025Q2: 17,986 shares; 2025Q3: 19,526 shares; 2025Q4: 22,299 shares; 2026Q1: 18,929 shares 18,929 $324K 0.01% -3,370 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,887 shares; 2024Q4: 20,019 shares; 2025Q1: 27,506 shares; 2025Q2: 21,296 shares; 2025Q3: 27,869 shares; 2025Q4: 34,629 shares; 2026Q1: 41,005 shares 41,005 $324K 0.01% +6,376 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: 10,437 shares; 2024Q4: 10,516 shares; 2025Q1: 10,384 shares; 2025Q2: 6,968 shares; 2025Q3: 4,767 shares; 2025Q4: 3,185 shares; 2026Q1: 4,235 shares 4,235 $323K 0.01% +1,050 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,281 shares 8,281 $323K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,362 shares; 2024Q4: 100,318 shares; 2025Q1: 101,489 shares; 2025Q2: 100,808 shares; 2025Q3: 94,618 shares; 2025Q4: 74,881 shares; 2026Q1: 73,405 shares 73,405 $322K 0.01% -1,476 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,177 shares; 2025Q4: 1,248 shares; 2026Q1: 1,182 shares 1,182 $322K 0.01% -66 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,537 shares; 2025Q1: 2,848 shares; 2025Q2: 2,799 shares; 2025Q3: 2,619 shares; 2025Q4: 2,106 shares; 2026Q1: 1,783 shares 1,783 $321K 0.01% -323 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,187 shares; 2025Q4: 11,210 shares; 2026Q1: 10,554 shares 10,554 $320K 0.01% -656 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,939 shares; 2025Q1: 2,315 shares; 2025Q2: 2,253 shares; 2025Q3: 2,531 shares; 2025Q4: 5,254 shares; 2026Q1: 3,021 shares 3,021 $320K 0.01% -2,233 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 4,192 shares; 2025Q3: 5,059 shares; 2025Q4: 5,315 shares; 2026Q1: 4,718 shares 4,718 $319K 0.01% -597 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,242 shares; 2025Q4: 2,940 shares; 2026Q1: 3,750 shares 3,750 $318K 0.01% +810 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: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,572 shares; 2025Q3: 1,596 shares; 2025Q4: 1,654 shares; 2026Q1: 1,716 shares 1,716 $317K 0.01% +62 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,874 shares; 2025Q1: 4,809 shares; 2025Q2: 4,841 shares; 2025Q3: 5,186 shares; 2025Q4: 5,067 shares; 2026Q1: 4,764 shares 4,764 $316K 0.01% -303 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,931 shares; 2025Q1: 14,205 shares; 2025Q2: 14,544 shares; 2025Q3: 10,396 shares; 2025Q4: 10,393 shares; 2026Q1: 9,966 shares 9,966 $316K 0.01% -427 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,330 shares; 2025Q1: 1,502 shares; 2025Q2: 1,585 shares; 2025Q3: 1,491 shares; 2025Q4: 1,538 shares; 2026Q1: 1,055 shares 1,055 $314K 0.01% -483 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,463 shares; 2025Q4: 5,175 shares; 2026Q1: 4,935 shares 4,935 $314K 0.01% -240 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,255 shares; 2025Q3: 4,536 shares; 2025Q4: 5,247 shares; 2026Q1: 5,628 shares 5,628 $314K 0.01% +381 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: not reported; 2024Q4: 1,821 shares; 2025Q1: 1,861 shares; 2025Q2: 1,867 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares 1,874 $313K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,540 shares; 2025Q1: 1,485 shares; 2025Q2: 1,592 shares; 2025Q3: 1,636 shares; 2025Q4: 1,593 shares; 2026Q1: 1,712 shares 1,712 $312K 0.01% +119 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,325 shares 3,325 $311K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,688 shares; 2025Q1: 3,274 shares; 2025Q2: 3,898 shares; 2025Q3: 3,931 shares; 2025Q4: 3,669 shares; 2026Q1: 2,072 shares 2,072 $310K 0.01% -1,597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 942 shares; 2025Q4: 907 shares; 2026Q1: 934 shares 934 $309K 0.01% +27 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: not reported; 2025Q4: 3,644 shares; 2026Q1: 4,190 shares 4,190 $309K 0.01% +546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 621 shares; 2026Q1: 519 shares 519 $308K 0.01% -102 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 24,920 shares; 2025Q1: 22,668 shares; 2025Q2: 22,667 shares; 2025Q3: 21,227 shares; 2025Q4: 21,227 shares; 2026Q1: 17,288 shares 17,288 $308K 0.01% -3,939 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: not reported; 2024Q4: 2,497 shares; 2025Q1: not reported; 2025Q2: 2,606 shares; 2025Q3: 2,763 shares; 2025Q4: 3,154 shares; 2026Q1: 3,833 shares 3,833 $307K 0.01% +679 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,943 shares 1,943 $307K 0.01% +289 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,181 shares; 2026Q1: 1,224 shares 1,224 $307K 0.01% +43 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $307K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: 1,407 shares; 2025Q2: 1,344 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,498 shares 1,498 $305K 0.01% +152 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: 11,981 shares; 2024Q4: 13,167 shares; 2025Q1: 9,888 shares; 2025Q2: 9,935 shares; 2025Q3: 10,020 shares; 2025Q4: 9,787 shares; 2026Q1: 6,496 shares 6,496 $304K 0.01% -3,291 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,013 shares; 2024Q4: 27,210 shares; 2025Q1: 27,591 shares; 2025Q2: 27,591 shares; 2025Q3: 27,591 shares; 2025Q4: 27,591 shares; 2026Q1: 27,591 shares 27,591 $304K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,294 shares; 2025Q2: 2,409 shares; 2025Q3: 2,302 shares; 2025Q4: 2,476 shares; 2026Q1: 2,761 shares 2,761 $303K 0.01% +285 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,316 shares; 2025Q2: not reported; 2025Q3: 13,654 shares; 2025Q4: 20,881 shares; 2026Q1: 25,782 shares 25,782 $302K 0.01% +4,901 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 562 shares; 2025Q4: 573 shares; 2026Q1: 614 shares 614 $301K 0.01% +41 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,167 shares; 2025Q4: 2,258 shares; 2026Q1: 2,512 shares 2,512 $300K 0.01% +254 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: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,280 shares; 2025Q2: 2,235 shares; 2025Q3: 2,246 shares; 2025Q4: 2,233 shares; 2026Q1: 2,189 shares 2,189 $300K 0.01% -44 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,890 shares; 2025Q1: not reported; 2025Q2: 16,377 shares; 2025Q3: 20,313 shares; 2025Q4: 23,866 shares; 2026Q1: 24,309 shares 24,309 $299K 0.01% +443 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,949 shares 2,949 $298K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: not reported; 2025Q1: 5,611 shares; 2025Q2: 5,985 shares; 2025Q3: 6,665 shares; 2025Q4: 7,572 shares; 2026Q1: 7,569 shares 7,569 $297K 0.01% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 2,623 shares; 2025Q3: 2,820 shares; 2025Q4: 2,836 shares; 2026Q1: 3,667 shares 3,667 $297K 0.01% +831 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,561 shares; 2026Q1: 5,531 shares 5,531 $296K 0.01% +1,970 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: 822 shares; 2026Q1: 1,110 shares 1,110 $295K 0.01% +288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,555 shares 2,555 $293K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,554 shares; 2026Q1: 4,733 shares 4,733 $293K 0.01% +179 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,074 shares; 2025Q3: 2,270 shares; 2025Q4: 2,499 shares; 2026Q1: 3,248 shares 3,248 $293K 0.01% +749 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: not reported; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,673 shares; 2026Q1: 4,554 shares 4,554 $292K 0.01% +881 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,299 shares; 2025Q1: 2,241 shares; 2025Q2: 2,390 shares; 2025Q3: 2,346 shares; 2025Q4: 2,189 shares; 2026Q1: 2,047 shares 2,047 $292K 0.01% -142 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,448 shares; 2025Q4: 2,856 shares; 2026Q1: 3,951 shares 3,951 $292K 0.01% +1,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979 $291K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 3,851 shares 3,851 $291K 0.01% +658 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,250 shares; 2025Q4: 2,263 shares; 2026Q1: 2,286 shares 2,286 $291K 0.01% +23 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,577 shares; 2025Q1: 10,591 shares; 2025Q2: 12,307 shares; 2025Q3: 12,511 shares; 2025Q4: 9,037 shares; 2026Q1: 7,829 shares 7,829 $291K 0.01% -1,208 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: not reported; 2026Q1: 1,483 shares 1,483 $290K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,343 shares; 2025Q4: 1,121 shares; 2026Q1: 1,413 shares 1,413 $289K 0.01% +292 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 2,076 shares; 2026Q1: 2,109 shares 2,109 $289K 0.01% +33 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,172 shares; 2024Q4: 21,724 shares; 2025Q1: 24,276 shares; 2025Q2: 19,965 shares; 2025Q3: 22,010 shares; 2025Q4: 28,277 shares; 2026Q1: 30,041 shares 30,041 $289K 0.01% +1,764 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: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,817 shares; 2025Q3: 4,524 shares; 2025Q4: 4,288 shares; 2026Q1: 3,406 shares 3,406 $289K 0.01% -882 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,128 shares; 2025Q1: 4,100 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,238 shares; 2026Q1: 4,238 shares 4,238 $289K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,022 shares; 2026Q1: 3,083 shares 3,083 $289K 0.01% +61 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,644 shares; 2025Q4: 2,892 shares; 2026Q1: 2,996 shares 2,996 $288K 0.01% +104 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,467 shares; 2025Q1: 2,056 shares; 2025Q2: 2,785 shares; 2025Q3: 2,223 shares; 2025Q4: not reported; 2026Q1: 2,979 shares 2,979 $287K 0.01% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,644 shares 4,644 $287K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,276 shares; 2025Q3: 1,333 shares; 2025Q4: 1,408 shares; 2026Q1: 1,739 shares 1,739 $287K 0.01% +331 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: 6,963 shares; 2025Q4: 8,069 shares; 2026Q1: 7,848 shares 7,848 $286K 0.01% -221 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,282 shares; 2026Q1: 2,247 shares 2,247 $286K 0.01% -35 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: 5,175 shares; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $285K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,335 shares; 2025Q1: 2,297 shares; 2025Q2: 2,364 shares; 2025Q3: 2,250 shares; 2025Q4: 2,536 shares; 2026Q1: 2,915 shares 2,915 $285K 0.01% +379 Timeline AVGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 2,807 shares; 2026Q1: 3,669 shares 3,669 $285K 0.01% +862 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,638 shares; 2025Q1: 6,394 shares; 2025Q2: 5,223 shares; 2025Q3: 6,005 shares; 2025Q4: 5,812 shares; 2026Q1: 4,020 shares 4,020 $284K 0.01% -1,792 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 803 shares; 2025Q4: 841 shares; 2026Q1: 889 shares 889 $284K 0.01% +48 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 890 shares; 2025Q1: 994 shares; 2025Q2: 888 shares; 2025Q3: 1,234 shares; 2025Q4: 863 shares; 2026Q1: 1,047 shares 1,047 $284K 0.01% +184 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,815 shares; 2025Q1: 3,775 shares; 2025Q2: 7,415 shares; 2025Q3: 5,361 shares; 2025Q4: 6,935 shares; 2026Q1: 6,038 shares 6,038 $283K 0.01% -897 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 1,910 shares; 2025Q2: 1,337 shares; 2025Q3: not reported; 2025Q4: 2,972 shares; 2026Q1: 2,598 shares 2,598 $283K 0.01% -374 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL 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: 200 shares; 2026Q1: 224 shares 224 $283K 0.01% +24 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,560 shares 5,560 $282K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,734 shares; 2025Q1: 1,548 shares; 2025Q2: 1,812 shares; 2025Q3: 2,121 shares; 2025Q4: 2,079 shares; 2026Q1: 2,074 shares 2,074 $282K 0.01% -5 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,221 shares; 2025Q1: 1,291 shares; 2025Q2: 1,064 shares; 2025Q3: 1,342 shares; 2025Q4: 1,301 shares; 2026Q1: 1,423 shares 1,423 $282K 0.01% +122 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 1,338 shares; 2025Q3: not reported; 2025Q4: 1,640 shares; 2026Q1: 1,876 shares 1,876 $281K 0.01% +236 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,688 shares; 2024Q4: 59,447 shares; 2025Q1: 60,746 shares; 2025Q2: 60,746 shares; 2025Q3: 60,746 shares; 2025Q4: 60,746 shares; 2026Q1: 60,746 shares 60,746 $281K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,336 shares; 2025Q4: 6,382 shares; 2026Q1: 5,836 shares 5,836 $280K 0.01% -546 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,091 shares; 2025Q1: 2,895 shares; 2025Q2: 3,079 shares; 2025Q3: 3,091 shares; 2025Q4: 3,836 shares; 2026Q1: 2,858 shares 2,858 $279K 0.01% -978 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,469 shares; 2025Q1: 12,438 shares; 2025Q2: 11,892 shares; 2025Q3: 12,595 shares; 2025Q4: 10,647 shares; 2026Q1: 11,184 shares 11,184 $279K 0.01% +537 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 8,304 shares; 2025Q1: 7,895 shares; 2025Q2: 7,928 shares; 2025Q3: 3,632 shares; 2025Q4: 3,809 shares; 2026Q1: 4,124 shares 4,124 $279K 0.01% +315 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,719 shares; 2025Q1: 1,789 shares; 2025Q2: 1,862 shares; 2025Q3: 1,759 shares; 2025Q4: 1,717 shares; 2026Q1: 1,642 shares 1,642 $278K 0.01% -75 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,614 shares; 2025Q1: 1,879 shares; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 1,668 shares; 2026Q1: 1,610 shares 1,610 $278K 0.01% -58 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,896 shares; 2024Q4: 13,027 shares; 2025Q1: not reported; 2025Q2: 3,460 shares; 2025Q3: 3,561 shares; 2025Q4: 3,579 shares; 2026Q1: 4,064 shares 4,064 $278K 0.01% +485 Timeline XSOE 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: 15,909 shares; 2024Q4: 14,558 shares; 2025Q1: 13,564 shares; 2025Q2: 9,282 shares; 2025Q3: 7,347 shares; 2025Q4: 7,301 shares; 2026Q1: 6,917 shares 6,917 $277K 0.01% -384 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,808 shares; 2026Q1: 3,075 shares 3,075 $277K 0.01% +267 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,515 shares 8,515 $277K 0.01% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,975 shares 2,975 $276K 0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,093 shares; 2026Q1: 6,800 shares 6,800 $276K 0.01% -3,293 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 11,438 shares; 2025Q1: 12,147 shares; 2025Q2: 11,711 shares; 2025Q3: 10,303 shares; 2025Q4: not reported; 2026Q1: 3,034 shares 3,034 $274K 0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS 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: 7,399 shares; 2025Q3: 7,788 shares; 2025Q4: 9,959 shares; 2026Q1: 10,392 shares 10,392 $273K 0.01% +433 Timeline SMLF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,613 shares 3,613 $273K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $271K 0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 2,960 shares; 2025Q4: 3,158 shares; 2026Q1: 3,055 shares 3,055 $270K 0.01% -103 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 1,041 shares; 2025Q4: 1,152 shares; 2026Q1: 905 shares 905 $270K 0.01% -247 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 2,766 shares; 2026Q1: 2,462 shares 2,462 $270K 0.01% -304 Timeline