MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 5,573 shares; 2025Q1: 7,400 shares; 2025Q2: 8,553 shares; 2025Q3: 9,264 shares; 2025Q4: 67,110 shares; 2026Q1: 11,930 shares 11,930 $2.82M 0.03% -55,180 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 12,996 shares 12,996 $2.82M 0.03% +9,867 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: not reported; 2025Q3: 81,917 shares; 2025Q4: 168,646 shares; 2026Q1: 58,460 shares 58,460 $2.8M 0.03% -110,186 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,924 shares; 2025Q2: 3,177 shares; 2025Q3: 3,141 shares; 2025Q4: 20,496 shares; 2026Q1: 31,660 shares 31,660 $2.8M 0.03% +11,164 Timeline CALF 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: 46,416 shares; 2024Q4: 34,384 shares; 2025Q1: 81,683 shares; 2025Q2: 71,454 shares; 2025Q3: 68,609 shares; 2025Q4: 66,210 shares; 2026Q1: 62,175 shares 62,175 $2.79M 0.03% -4,035 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,437 shares; 2024Q4: 126,580 shares; 2025Q1: 124,322 shares; 2025Q2: 118,945 shares; 2025Q3: 113,730 shares; 2025Q4: 113,786 shares; 2026Q1: 107,117 shares 107,117 $2.78M 0.03% -6,669 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: 3,532 shares; 2025Q2: 4,646 shares; 2025Q3: 4,867 shares; 2025Q4: 10,152 shares; 2026Q1: 6,996 shares 6,996 $2.78M 0.03% -3,156 Timeline IGSB 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: 16,473 shares; 2024Q4: 21,467 shares; 2025Q1: 23,010 shares; 2025Q2: 27,477 shares; 2025Q3: 37,069 shares; 2025Q4: 42,377 shares; 2026Q1: 52,972 shares 52,972 $2.78M 0.03% +10,595 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,050 shares; 2025Q1: 2,530 shares; 2025Q2: 2,426 shares; 2025Q3: 2,420 shares; 2025Q4: 3,401 shares; 2026Q1: 4,074 shares 4,074 $2.78M 0.03% +673 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 33,709 shares; 2025Q1: 37,327 shares; 2025Q2: 40,075 shares; 2025Q3: 42,986 shares; 2025Q4: 49,452 shares; 2026Q1: 52,090 shares 52,090 $2.77M 0.03% +2,638 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 15,658 shares; 2025Q1: 12,073 shares; 2025Q2: 14,562 shares; 2025Q3: 11,724 shares; 2025Q4: 11,896 shares; 2026Q1: 13,173 shares 13,173 $2.77M 0.03% +1,277 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 11,883 shares; 2025Q4: 30,567 shares; 2026Q1: 35,667 shares 35,667 $2.76M 0.03% +5,100 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,137 shares; 2025Q3: 50,579 shares; 2025Q4: 46,010 shares; 2026Q1: 123,226 shares 123,226 $2.75M 0.03% +77,216 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,724 shares; 2025Q2: 100,724 shares; 2025Q3: 100,165 shares; 2025Q4: 100,333 shares; 2026Q1: 99,993 shares 99,993 $2.71M 0.03% -340 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: 18,811 shares; 2024Q4: 20,183 shares; 2025Q1: 27,101 shares; 2025Q2: 27,945 shares; 2025Q3: 29,670 shares; 2025Q4: 32,037 shares; 2026Q1: 29,044 shares 29,044 $2.71M 0.03% -2,993 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 7,500 shares; 2025Q4: 17,926 shares; 2026Q1: 296,822 shares 296,822 $2.68M 0.03% +278,896 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 8,920 shares; 2025Q1: 8,470 shares; 2025Q2: 28,948 shares; 2025Q3: 41,008 shares; 2025Q4: 57,913 shares; 2026Q1: 57,583 shares 57,583 $2.67M 0.03% -330 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,677 shares; 2025Q1: 1,776 shares; 2025Q2: 1,987 shares; 2025Q3: 1,939 shares; 2025Q4: 3,158 shares; 2026Q1: 3,083 shares 3,083 $2.67M 0.03% -75 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: 5,320 shares; 2024Q4: 7,282 shares; 2025Q1: 7,095 shares; 2025Q2: 5,283 shares; 2025Q3: 5,313 shares; 2025Q4: 9,113 shares; 2026Q1: 13,469 shares 13,469 $2.66M 0.03% +4,356 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,234 shares; 2024Q4: 16,488 shares; 2025Q1: 15,323 shares; 2025Q2: 15,358 shares; 2025Q3: 15,109 shares; 2025Q4: 25,861 shares; 2026Q1: 26,452 shares 26,452 $2.66M 0.03% +591 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: 11,494 shares; 2024Q4: 11,523 shares; 2025Q1: 18,231 shares; 2025Q2: 29,002 shares; 2025Q3: 28,725 shares; 2025Q4: 29,996 shares; 2026Q1: 31,336 shares 31,336 $2.66M 0.03% +1,340 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,435 shares; 2026Q1: 131,355 shares 131,355 $2.66M 0.03% -80 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,650 shares; 2026Q1: 99,226 shares 99,226 $2.66M 0.03% +87,576 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,620 shares; 2025Q1: 8,899 shares; 2025Q2: 9,365 shares; 2025Q3: 9,307 shares; 2025Q4: 11,563 shares; 2026Q1: 11,983 shares 11,983 $2.65M 0.03% +420 Timeline SCHI 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: 13,596 shares; 2025Q3: 17,550 shares; 2025Q4: 23,666 shares; 2026Q1: 115,936 shares 115,936 $2.63M 0.03% +92,270 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: 12,554 shares; 2024Q4: 13,367 shares; 2025Q1: 13,979 shares; 2025Q2: 14,328 shares; 2025Q3: 14,101 shares; 2025Q4: 24,753 shares; 2026Q1: 24,698 shares 24,698 $2.61M 0.03% -55 Timeline VBK 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: 6,167 shares; 2024Q4: 6,446 shares; 2025Q1: 7,322 shares; 2025Q2: 8,334 shares; 2025Q3: 7,782 shares; 2025Q4: 8,359 shares; 2026Q1: 8,619 shares 8,619 $2.61M 0.03% +260 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: 19,187 shares; 2024Q4: 19,626 shares; 2025Q1: 26,909 shares; 2025Q2: 30,390 shares; 2025Q3: 30,195 shares; 2025Q4: 31,330 shares; 2026Q1: 32,489 shares 32,489 $2.6M 0.03% +1,159 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 6,836 shares; 2025Q1: 7,840 shares; 2025Q2: 7,786 shares; 2025Q3: 7,486 shares; 2025Q4: 11,502 shares; 2026Q1: 11,061 shares 11,061 $2.59M 0.03% -441 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: 6,494 shares; 2024Q4: 10,768 shares; 2025Q1: 13,197 shares; 2025Q2: 16,191 shares; 2025Q3: 10,693 shares; 2025Q4: 14,326 shares; 2026Q1: 15,188 shares 15,188 $2.57M 0.03% +862 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares; 2025Q4: 5,942 shares; 2026Q1: 30,726 shares 30,726 $2.55M 0.03% +24,784 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,813 shares; 2025Q1: 4,513 shares; 2025Q2: 4,960 shares; 2025Q3: 6,626 shares; 2025Q4: 9,159 shares; 2026Q1: 9,549 shares 9,549 $2.54M 0.03% +390 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: 10,475 shares; 2024Q4: 8,779 shares; 2025Q1: 8,407 shares; 2025Q2: 8,890 shares; 2025Q3: 8,345 shares; 2025Q4: 10,320 shares; 2026Q1: 12,013 shares 12,013 $2.54M 0.03% +1,693 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: 167,766 shares; 2024Q4: 165,218 shares; 2025Q1: 207,001 shares; 2025Q2: 220,087 shares; 2025Q3: 249,698 shares; 2025Q4: 269,138 shares; 2026Q1: 257,344 shares 257,344 $2.53M 0.03% -11,794 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,611 shares; 2024Q4: 9,816 shares; 2025Q1: 12,726 shares; 2025Q2: 16,707 shares; 2025Q3: 26,028 shares; 2025Q4: 32,777 shares; 2026Q1: 33,868 shares 33,868 $2.52M 0.03% +1,091 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: 5,298 shares; 2024Q4: 5,288 shares; 2025Q1: 5,280 shares; 2025Q2: 8,362 shares; 2025Q3: 8,049 shares; 2025Q4: 9,525 shares; 2026Q1: 9,258 shares 9,258 $2.52M 0.03% -267 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,687 shares; 2024Q4: 45,275 shares; 2025Q1: 56,905 shares; 2025Q2: 99,007 shares; 2025Q3: 109,059 shares; 2025Q4: 108,463 shares; 2026Q1: 275,478 shares 275,478 $2.52M 0.03% +167,015 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,172 shares; 2024Q4: 72,993 shares; 2025Q1: 63,037 shares; 2025Q2: 63,748 shares; 2025Q3: 85,358 shares; 2025Q4: 71,386 shares; 2026Q1: 57,205 shares 57,205 $2.49M 0.03% -14,181 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,247 shares; 2025Q1: 11,107 shares; 2025Q2: 11,939 shares; 2025Q3: 10,514 shares; 2025Q4: 10,736 shares; 2026Q1: 10,863 shares 10,863 $2.49M 0.03% +127 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: 13,192 shares; 2024Q4: 13,507 shares; 2025Q1: 19,584 shares; 2025Q2: 19,539 shares; 2025Q3: 19,281 shares; 2025Q4: 18,506 shares; 2026Q1: 18,275 shares 18,275 $2.49M 0.03% -231 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,426 shares; 2025Q1: 3,729 shares; 2025Q2: 3,345 shares; 2025Q3: 3,730 shares; 2025Q4: 5,085 shares; 2026Q1: 6,953 shares 6,953 $2.48M 0.03% +1,868 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 7,981 shares; 2025Q1: 7,510 shares; 2025Q2: 7,230 shares; 2025Q3: 7,166 shares; 2025Q4: 7,952 shares; 2026Q1: 7,927 shares 7,927 $2.48M 0.03% -25 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,233 shares; 2024Q4: 69,872 shares; 2025Q1: 67,510 shares; 2025Q2: 85,277 shares; 2025Q3: 84,337 shares; 2025Q4: 82,634 shares; 2026Q1: 80,922 shares 80,922 $2.47M 0.03% -1,712 Timeline FDVV 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: 41,563 shares; 2024Q4: 41,171 shares; 2025Q1: 42,676 shares; 2025Q2: 36,454 shares; 2025Q3: 34,062 shares; 2025Q4: 39,268 shares; 2026Q1: 44,593 shares 44,593 $2.46M 0.03% +5,325 Timeline HAWX 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: 10,434 shares; 2024Q4: 20,975 shares; 2025Q1: 29,484 shares; 2025Q2: 33,180 shares; 2025Q3: 37,954 shares; 2025Q4: 55,038 shares; 2026Q1: 60,161 shares 60,161 $2.46M 0.03% +5,123 Timeline TDIV 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: 16,839 shares; 2024Q4: 20,309 shares; 2025Q1: 17,867 shares; 2025Q2: 17,194 shares; 2025Q3: 22,951 shares; 2025Q4: 17,100 shares; 2026Q1: 26,146 shares 26,146 $2.45M 0.03% +9,046 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,668 shares; 2025Q3: 4,666 shares; 2025Q4: 7,876 shares; 2026Q1: 34,751 shares 34,751 $2.44M 0.03% +26,875 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 11,075 shares; 2025Q1: 10,668 shares; 2025Q2: 10,651 shares; 2025Q3: 10,660 shares; 2025Q4: 18,184 shares; 2026Q1: 18,426 shares 18,426 $2.44M 0.03% +242 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,323 shares; 2025Q1: 31,554 shares; 2025Q2: 31,554 shares; 2025Q3: 31,023 shares; 2025Q4: 40,778 shares; 2026Q1: 62,576 shares 62,576 $2.44M 0.03% +21,798 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 4,846 shares; 2025Q1: 11,456 shares; 2025Q2: 8,013 shares; 2025Q3: 6,927 shares; 2025Q4: 9,503 shares; 2026Q1: 10,539 shares 10,539 $2.43M 0.03% +1,036 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,054 shares; 2025Q1: 6,974 shares; 2025Q2: 8,911 shares; 2025Q3: 9,122 shares; 2025Q4: 14,651 shares; 2026Q1: 17,081 shares 17,081 $2.42M 0.03% +2,430 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: 9,312 shares; 2024Q4: 10,750 shares; 2025Q1: 11,423 shares; 2025Q2: 13,742 shares; 2025Q3: 13,638 shares; 2025Q4: 17,834 shares; 2026Q1: 15,341 shares 15,341 $2.41M 0.03% -2,493 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: 23,463 shares; 2024Q4: 27,819 shares; 2025Q1: 32,630 shares; 2025Q2: 33,654 shares; 2025Q3: 25,813 shares; 2025Q4: 33,982 shares; 2026Q1: 33,643 shares 33,643 $2.4M 0.03% -339 Timeline AXTI AXT INC More: the full row for AXT 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: 41,908 shares 41,908 $2.39M 0.03% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 4,550 shares; 2025Q1: 8,726 shares; 2025Q2: 12,699 shares; 2025Q3: 15,520 shares; 2025Q4: 24,297 shares; 2026Q1: 25,218 shares 25,218 $2.37M 0.03% +921 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: 711 shares; 2024Q4: 753 shares; 2025Q1: 647 shares; 2025Q2: 748 shares; 2025Q3: 535 shares; 2025Q4: 811 shares; 2026Q1: 2,032 shares 2,032 $2.36M 0.03% +1,221 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: 27,389 shares; 2024Q4: 19,220 shares; 2025Q1: 22,590 shares; 2025Q2: 25,387 shares; 2025Q3: 24,952 shares; 2025Q4: 26,955 shares; 2026Q1: 25,516 shares 25,516 $2.35M 0.03% -1,439 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,407 shares; 2025Q2: 78,697 shares; 2025Q3: 98,440 shares; 2025Q4: 98,201 shares; 2026Q1: 117,021 shares 117,021 $2.33M 0.03% +18,820 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: 7,624 shares; 2024Q4: 7,979 shares; 2025Q1: 7,629 shares; 2025Q2: 7,783 shares; 2025Q3: 8,083 shares; 2025Q4: 10,594 shares; 2026Q1: 10,601 shares 10,601 $2.3M 0.03% +7 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: 1,542 shares; 2024Q4: 2,060 shares; 2025Q1: 2,376 shares; 2025Q2: 3,901 shares; 2025Q3: 5,979 shares; 2025Q4: 12,136 shares; 2026Q1: 15,175 shares 15,175 $2.29M 0.02% +3,039 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,539 shares; 2026Q1: 38,585 shares 38,585 $2.28M 0.02% +2,046 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: 209 shares; 2024Q4: 213 shares; 2025Q1: 238 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 564 shares; 2026Q1: 676 shares 676 $2.28M 0.02% +112 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 83,070 shares 83,070 $2.27M 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,143 shares; 2025Q1: 5,795 shares; 2025Q2: 10,663 shares; 2025Q3: 10,848 shares; 2025Q4: 14,815 shares; 2026Q1: 14,833 shares 14,833 $2.27M 0.02% +18 Timeline STPZ 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: 34,117 shares; 2024Q4: 35,364 shares; 2025Q1: 38,515 shares; 2025Q2: 40,636 shares; 2025Q3: 40,424 shares; 2025Q4: 41,369 shares; 2026Q1: 41,581 shares 41,581 $2.25M 0.02% +212 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 30,607 shares; 2025Q1: 48,319 shares; 2025Q2: 46,199 shares; 2025Q3: 45,915 shares; 2025Q4: 45,810 shares; 2026Q1: 45,563 shares 45,563 $2.24M 0.02% -247 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 29,942 shares; 2026Q1: 28,541 shares 28,541 $2.24M 0.02% -1,401 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,530 shares; 2025Q1: 13,883 shares; 2025Q2: 19,655 shares; 2025Q3: 19,320 shares; 2025Q4: 19,361 shares; 2026Q1: 20,524 shares 20,524 $2.24M 0.02% +1,163 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: 5,639 shares; 2024Q4: 5,542 shares; 2025Q1: 5,727 shares; 2025Q2: 6,371 shares; 2025Q3: 6,310 shares; 2025Q4: 8,748 shares; 2026Q1: 12,102 shares 12,102 $2.24M 0.02% +3,354 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,203 shares; 2024Q4: 10,977 shares; 2025Q1: 10,162 shares; 2025Q2: 9,817 shares; 2025Q3: 9,342 shares; 2025Q4: 11,578 shares; 2026Q1: 20,217 shares 20,217 $2.23M 0.02% +8,639 Timeline IWP 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: 9,321 shares; 2024Q4: 9,322 shares; 2025Q1: 9,283 shares; 2025Q2: 11,583 shares; 2025Q3: 12,634 shares; 2025Q4: 16,403 shares; 2026Q1: 17,388 shares 17,388 $2.23M 0.02% +985 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 6,792 shares; 2025Q1: 3,682 shares; 2025Q2: 4,198 shares; 2025Q3: 4,656 shares; 2025Q4: 6,080 shares; 2026Q1: 7,971 shares 7,971 $2.23M 0.02% +1,891 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 19,697 shares; 2025Q3: 9,745 shares; 2025Q4: 19,485 shares; 2026Q1: 28,816 shares 28,816 $2.22M 0.02% +9,331 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 12,996 shares; 2025Q3: 32,525 shares; 2025Q4: 36,959 shares; 2026Q1: 44,509 shares 44,509 $2.21M 0.02% +7,550 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,792 shares 25,792 $2.21M 0.02% new 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: 8,838 shares; 2024Q4: 9,992 shares; 2025Q1: 11,670 shares; 2025Q2: 11,901 shares; 2025Q3: 11,257 shares; 2025Q4: 17,046 shares; 2026Q1: 13,534 shares 13,534 $2.2M 0.02% -3,512 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,954 shares; 2024Q4: 165,925 shares; 2025Q1: 161,551 shares; 2025Q2: 126,199 shares; 2025Q3: 116,158 shares; 2025Q4: 127,758 shares; 2026Q1: 119,634 shares 119,634 $2.19M 0.02% -8,124 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,811 shares; 2024Q4: 47,248 shares; 2025Q1: 13,422 shares; 2025Q2: 16,193 shares; 2025Q3: 17,975 shares; 2025Q4: 21,840 shares; 2026Q1: 30,331 shares 30,331 $2.18M 0.02% +8,491 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,286 shares; 2025Q3: 65,101 shares; 2025Q4: 80,187 shares; 2026Q1: 85,867 shares 85,867 $2.17M 0.02% +5,680 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,602 shares; 2025Q1: 5,305 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 7,569 shares; 2026Q1: 7,436 shares 7,436 $2.17M 0.02% -133 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: not reported; 2025Q1: 5,374 shares; 2025Q2: 2,988 shares; 2025Q3: 2,258 shares; 2025Q4: 5,141 shares; 2026Q1: 5,477 shares 5,477 $2.16M 0.02% +336 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 12,357 shares; 2025Q1: 14,797 shares; 2025Q2: 14,986 shares; 2025Q3: 18,800 shares; 2025Q4: 19,356 shares; 2026Q1: 21,481 shares 21,481 $2.16M 0.02% +2,125 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: 26,178 shares; 2024Q4: 28,091 shares; 2025Q1: 25,231 shares; 2025Q2: 25,370 shares; 2025Q3: 21,453 shares; 2025Q4: 25,985 shares; 2026Q1: 22,118 shares 22,118 $2.15M 0.02% -3,867 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: 8,692 shares; 2024Q4: 9,131 shares; 2025Q1: 3,804 shares; 2025Q2: 28,137 shares; 2025Q3: 29,980 shares; 2025Q4: 32,929 shares; 2026Q1: 33,376 shares 33,376 $2.15M 0.02% +447 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,877 shares; 2024Q4: 43,819 shares; 2025Q1: 62,729 shares; 2025Q2: 70,214 shares; 2025Q3: 66,724 shares; 2025Q4: 76,863 shares; 2026Q1: 43,038 shares 43,038 $2.15M 0.02% -33,825 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,023 shares; 2025Q2: 5,423 shares; 2025Q3: 8,376 shares; 2025Q4: 8,798 shares; 2026Q1: 22,347 shares 22,347 $2.14M 0.02% +13,549 Timeline IWB 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: 934 shares; 2025Q3: 927 shares; 2025Q4: 2,939 shares; 2026Q1: 5,995 shares 5,995 $2.14M 0.02% +3,056 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,504 shares; 2024Q4: 51,117 shares; 2025Q1: 51,214 shares; 2025Q2: 51,233 shares; 2025Q3: 53,080 shares; 2025Q4: 52,894 shares; 2026Q1: 54,048 shares 54,048 $2.13M 0.02% +1,154 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: 12,105 shares; 2024Q4: 10,838 shares; 2025Q1: 10,764 shares; 2025Q2: 12,355 shares; 2025Q3: 12,783 shares; 2025Q4: 20,122 shares; 2026Q1: 21,857 shares 21,857 $2.11M 0.02% +1,735 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,704 shares; 2024Q4: 19,572 shares; 2025Q1: 19,778 shares; 2025Q2: 21,084 shares; 2025Q3: 21,284 shares; 2025Q4: 34,852 shares; 2026Q1: 29,089 shares 29,089 $2.11M 0.02% -5,763 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,381 shares; 2024Q4: 28,478 shares; 2025Q1: 30,020 shares; 2025Q2: 28,551 shares; 2025Q3: 28,551 shares; 2025Q4: 29,840 shares; 2026Q1: 28,733 shares 28,733 $2.1M 0.02% -1,107 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,514 shares; 2025Q1: 7,680 shares; 2025Q2: 9,248 shares; 2025Q3: 8,787 shares; 2025Q4: 11,948 shares; 2026Q1: 12,238 shares 12,238 $2.09M 0.02% +290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311,998 shares; 2026Q1: 301,998 shares 301,998 $2.08M 0.02% -10,000 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 7,703 shares; 2025Q1: 11,497 shares; 2025Q2: 11,691 shares; 2025Q3: 11,868 shares; 2025Q4: 19,745 shares; 2026Q1: 14,371 shares 14,371 $2.08M 0.02% -5,374 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: 13,732 shares; 2024Q4: 20,224 shares; 2025Q1: 22,426 shares; 2025Q2: 17,315 shares; 2025Q3: 19,511 shares; 2025Q4: 31,683 shares; 2026Q1: 40,854 shares 40,854 $2.08M 0.02% +9,171 Timeline AGGY 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: 40,524 shares; 2025Q2: 50,508 shares; 2025Q3: 43,751 shares; 2025Q4: 40,103 shares; 2026Q1: 47,701 shares 47,701 $2.07M 0.02% +7,598 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 7,544 shares; 2025Q1: 7,081 shares; 2025Q2: 6,766 shares; 2025Q3: 6,886 shares; 2025Q4: 7,848 shares; 2026Q1: 8,376 shares 8,376 $2.07M 0.02% +528 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 49,377 shares 49,377 $2.07M 0.02% +44,057 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 6,405 shares; 2026Q1: 10,163 shares 10,163 $2.06M 0.02% +3,758 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: 35,385 shares; 2024Q4: 33,636 shares; 2025Q1: 35,538 shares; 2025Q2: 29,580 shares; 2025Q3: 29,855 shares; 2025Q4: 32,930 shares; 2026Q1: 33,327 shares 33,327 $2.06M 0.02% +397 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,004 shares; 2025Q1: 1,117 shares; 2025Q2: 1,408 shares; 2025Q3: 1,573 shares; 2025Q4: 6,509 shares; 2026Q1: 7,387 shares 7,387 $2.05M 0.02% +878 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: 104,203 shares; 2024Q4: 92,981 shares; 2025Q1: 173,739 shares; 2025Q2: 156,682 shares; 2025Q3: 137,612 shares; 2025Q4: 142,936 shares; 2026Q1: 128,981 shares 128,981 $2.05M 0.02% -13,955 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 14,765 shares; 2025Q1: 17,806 shares; 2025Q2: 20,997 shares; 2025Q3: 19,946 shares; 2025Q4: 16,748 shares; 2026Q1: 17,300 shares 17,300 $2.05M 0.02% +552 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,587 shares 43,587 $2.04M 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,813 shares; 2026Q1: 51,597 shares 51,597 $2.02M 0.02% +9,784 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,116 shares; 2025Q3: 59,065 shares; 2025Q4: 128,850 shares; 2026Q1: 56,996 shares 56,996 $2.02M 0.02% -71,854 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,767 shares; 2024Q4: 44,081 shares; 2025Q1: 53,175 shares; 2025Q2: 53,873 shares; 2025Q3: 30,966 shares; 2025Q4: 47,428 shares; 2026Q1: 49,092 shares 49,092 $2.02M 0.02% +1,664 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: 21,276 shares; 2024Q4: 22,704 shares; 2025Q1: 26,584 shares; 2025Q2: 23,073 shares; 2025Q3: 23,149 shares; 2025Q4: 30,267 shares; 2026Q1: 32,923 shares 32,923 $2.01M 0.02% +2,656 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: 30,519 shares; 2024Q4: 30,455 shares; 2025Q1: 30,458 shares; 2025Q2: 35,735 shares; 2025Q3: 36,868 shares; 2025Q4: 50,068 shares; 2026Q1: 62,989 shares 62,989 $2.01M 0.02% +12,921 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,284 shares; 2026Q1: 18,284 shares 18,284 $2.01M 0.02% +5,000 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,571 shares; 2025Q1: 6,855 shares; 2025Q2: 6,578 shares; 2025Q3: 6,547 shares; 2025Q4: 9,400 shares; 2026Q1: 9,605 shares 9,605 $2M 0.02% +205 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 536 shares; 2025Q1: 523 shares; 2025Q2: 11,431 shares; 2025Q3: 12,573 shares; 2025Q4: 21,050 shares; 2026Q1: 21,599 shares 21,599 $1.99M 0.02% +549 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 126,729 shares; 2025Q3: 296,762 shares; 2025Q4: 24,131 shares; 2026Q1: 125,811 shares 125,811 $1.99M 0.02% +101,680 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: 33,824 shares; 2024Q4: 29,818 shares; 2025Q1: 36,158 shares; 2025Q2: 51,097 shares; 2025Q3: 42,481 shares; 2025Q4: 58,100 shares; 2026Q1: 61,989 shares 61,989 $1.98M 0.02% +3,889 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,242 shares; 2024Q4: 30,375 shares; 2025Q1: 36,238 shares; 2025Q2: 30,302 shares; 2025Q3: 34,061 shares; 2025Q4: 32,496 shares; 2026Q1: 30,898 shares 30,898 $1.97M 0.02% -1,598 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: 9,724 shares; 2024Q4: 9,736 shares; 2025Q1: 13,245 shares; 2025Q2: 15,084 shares; 2025Q3: 15,138 shares; 2025Q4: 29,373 shares; 2026Q1: 31,399 shares 31,399 $1.97M 0.02% +2,026 Timeline PDEC 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: 37,651 shares; 2025Q1: 43,045 shares; 2025Q2: 43,295 shares; 2025Q3: 44,203 shares; 2025Q4: 46,259 shares; 2026Q1: 46,259 shares 46,259 $1.97M 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,228 shares; 2025Q1: 10,483 shares; 2025Q2: 15,432 shares; 2025Q3: 14,270 shares; 2025Q4: 20,547 shares; 2026Q1: 33,004 shares 33,004 $1.97M 0.02% +12,457 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: not reported; 2025Q1: not reported; 2025Q2: 8,857 shares; 2025Q3: 9,813 shares; 2025Q4: 11,502 shares; 2026Q1: 40,073 shares 40,073 $1.96M 0.02% +28,571 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,791 shares; 2025Q3: 73,529 shares; 2025Q4: 84,238 shares; 2026Q1: 92,046 shares 92,046 $1.95M 0.02% +7,808 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,263 shares; 2026Q1: 12,322 shares 12,322 $1.92M 0.02% -1,941 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,673 shares; 2025Q1: 4,117 shares; 2025Q2: 4,464 shares; 2025Q3: 4,666 shares; 2025Q4: 17,832 shares; 2026Q1: 17,836 shares 17,836 $1.91M 0.02% +4 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,785 shares; 2025Q1: 7,785 shares; 2025Q2: 7,785 shares; 2025Q3: 15,145 shares; 2025Q4: 14,460 shares; 2026Q1: 39,415 shares 39,415 $1.91M 0.02% +24,955 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,004 shares; 2025Q3: 50,432 shares; 2025Q4: 93,875 shares; 2026Q1: 53,908 shares 53,908 $1.91M 0.02% -39,967 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: 10,856 shares; 2024Q4: 9,333 shares; 2025Q1: 5,007 shares; 2025Q2: 4,857 shares; 2025Q3: 4,908 shares; 2025Q4: 9,424 shares; 2026Q1: 9,147 shares 9,147 $1.9M 0.02% -277 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: 311 shares; 2024Q4: 344 shares; 2025Q1: 451 shares; 2025Q2: 519 shares; 2025Q3: 708 shares; 2025Q4: 871 shares; 2026Q1: 1,098 shares 1,098 $1.9M 0.02% +227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,048 shares; 2026Q1: 25,908 shares 25,908 $1.9M 0.02% -2,140 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,252 shares; 2025Q1: 7,252 shares; 2025Q2: 7,252 shares; 2025Q3: 8,320 shares; 2025Q4: 9,521 shares; 2026Q1: 33,474 shares 33,474 $1.89M 0.02% +23,953 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,457 shares; 2024Q4: 12,016 shares; 2025Q1: 14,092 shares; 2025Q2: 21,226 shares; 2025Q3: 16,544 shares; 2025Q4: 17,594 shares; 2026Q1: 17,806 shares 17,806 $1.89M 0.02% +212 Timeline GRPM 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: 15,364 shares; 2024Q4: 15,117 shares; 2025Q1: 16,406 shares; 2025Q2: 16,622 shares; 2025Q3: 16,381 shares; 2025Q4: 15,987 shares; 2026Q1: 15,925 shares 15,925 $1.88M 0.02% -62 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,327 shares; 2025Q2: 4,305 shares; 2025Q3: 4,532 shares; 2025Q4: 20,388 shares; 2026Q1: 26,779 shares 26,779 $1.88M 0.02% +6,391 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: 21,538 shares; 2024Q4: 21,952 shares; 2025Q1: 31,514 shares; 2025Q2: 32,632 shares; 2025Q3: 26,719 shares; 2025Q4: 44,265 shares; 2026Q1: 35,144 shares 35,144 $1.88M 0.02% -9,121 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: 17,950 shares; 2024Q4: 19,877 shares; 2025Q1: 31,401 shares; 2025Q2: 31,415 shares; 2025Q3: 25,577 shares; 2025Q4: 25,319 shares; 2026Q1: 25,694 shares 25,694 $1.88M 0.02% +375 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,317 shares; 2024Q4: 52,317 shares; 2025Q1: 52,735 shares; 2025Q2: 52,735 shares; 2025Q3: 52,735 shares; 2025Q4: 52,735 shares; 2026Q1: 52,340 shares 52,340 $1.87M 0.02% -395 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 41,260 shares; 2025Q1: 39,220 shares; 2025Q2: 51,502 shares; 2025Q3: 52,884 shares; 2025Q4: 54,931 shares; 2026Q1: 74,568 shares 74,568 $1.87M 0.02% +19,637 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,853 shares; 2025Q1: 2,031 shares; 2025Q2: 2,339 shares; 2025Q3: 2,479 shares; 2025Q4: 5,408 shares; 2026Q1: 8,912 shares 8,912 $1.86M 0.02% +3,504 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: 549 shares; 2025Q2: 1,331 shares; 2025Q3: 1,703 shares; 2025Q4: 3,137 shares; 2026Q1: 3,560 shares 3,560 $1.86M 0.02% +423 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,873 shares; 2024Q4: 37,996 shares; 2025Q1: 38,133 shares; 2025Q2: 42,120 shares; 2025Q3: 54,409 shares; 2025Q4: 60,338 shares; 2026Q1: 63,884 shares 63,884 $1.86M 0.02% +3,546 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: 1,823 shares; 2025Q4: 5,260 shares; 2026Q1: 6,264 shares 6,264 $1.86M 0.02% +1,004 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,351 shares; 2025Q2: 15,167 shares; 2025Q3: 42,983 shares; 2025Q4: 75,616 shares; 2026Q1: 76,641 shares 76,641 $1.86M 0.02% +1,025 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,186 shares; 2025Q1: 6,236 shares; 2025Q2: 14,668 shares; 2025Q3: 10,727 shares; 2025Q4: 24,035 shares; 2026Q1: 27,643 shares 27,643 $1.85M 0.02% +3,608 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,693 shares; 2024Q4: 70,998 shares; 2025Q1: 96,350 shares; 2025Q2: 107,751 shares; 2025Q3: 118,766 shares; 2025Q4: 127,808 shares; 2026Q1: 125,327 shares 125,327 $1.85M 0.02% -2,481 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,560 shares; 2025Q1: 20,162 shares; 2025Q2: 16,698 shares; 2025Q3: 17,637 shares; 2025Q4: 22,849 shares; 2026Q1: 26,560 shares 26,560 $1.84M 0.02% +3,711 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,467 shares; 2025Q3: 4,464 shares; 2025Q4: not reported; 2026Q1: 23,586 shares 23,586 $1.84M 0.02% new 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: 14,810 shares; 2026Q1: 15,863 shares 15,863 $1.83M 0.02% +1,053 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,256 shares; 2024Q4: 26,832 shares; 2025Q1: 32,496 shares; 2025Q2: 34,156 shares; 2025Q3: 34,172 shares; 2025Q4: 44,912 shares; 2026Q1: 38,668 shares 38,668 $1.82M 0.02% -6,244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,846 shares 104,846 $1.82M 0.02% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,882 shares; 2024Q4: 45,987 shares; 2025Q1: 21,887 shares; 2025Q2: 3,877 shares; 2025Q3: not reported; 2025Q4: 34,004 shares; 2026Q1: 32,294 shares 32,294 $1.81M 0.02% -1,710 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: 20,792 shares 20,792 $1.79M 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,488 shares; 2026Q1: 124,003 shares 124,003 $1.78M 0.02% +3,515 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,950 shares; 2024Q4: 113,601 shares; 2025Q1: 120,668 shares; 2025Q2: 128,114 shares; 2025Q3: 122,544 shares; 2025Q4: 133,708 shares; 2026Q1: 93,840 shares 93,840 $1.78M 0.02% -39,868 Timeline SCUS 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: 83,283 shares; 2025Q4: 81,326 shares; 2026Q1: 70,434 shares 70,434 $1.77M 0.02% -10,892 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares; 2026Q1: 6,012 shares 6,012 $1.77M 0.02% +244 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,642 shares; 2026Q1: 41,976 shares 41,976 $1.77M 0.02% +334 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,772 shares 16,772 $1.77M 0.02% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,614 shares; 2024Q4: 28,211 shares; 2025Q1: 28,424 shares; 2025Q2: 25,355 shares; 2025Q3: 24,750 shares; 2025Q4: 23,772 shares; 2026Q1: 23,481 shares 23,481 $1.76M 0.02% -291 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: not reported; 2025Q1: 1,886 shares; 2025Q2: 2,673 shares; 2025Q3: 5,991 shares; 2025Q4: 11,719 shares; 2026Q1: 12,980 shares 12,980 $1.76M 0.02% +1,261 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: 2,223 shares; 2024Q4: 2,429 shares; 2025Q1: 3,001 shares; 2025Q2: 3,904 shares; 2025Q3: 4,417 shares; 2025Q4: 11,517 shares; 2026Q1: 14,326 shares 14,326 $1.74M 0.02% +2,809 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,578 shares; 2025Q4: 53,111 shares; 2026Q1: 87,363 shares 87,363 $1.73M 0.02% +34,252 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 139 shares; 2025Q1: 245 shares; 2025Q2: 327 shares; 2025Q3: 542 shares; 2025Q4: 832 shares; 2026Q1: 410 shares 410 $1.73M 0.02% -422 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: 15,365 shares; 2024Q4: 16,810 shares; 2025Q1: 31,153 shares; 2025Q2: 32,162 shares; 2025Q3: 31,404 shares; 2025Q4: 34,328 shares; 2026Q1: 37,715 shares 37,715 $1.73M 0.02% +3,387 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,990 shares; 2025Q3: 14,953 shares; 2025Q4: 56,462 shares; 2026Q1: 74,495 shares 74,495 $1.72M 0.02% +18,033 Timeline FMF 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: 14,305 shares; 2025Q4: 34,306 shares; 2026Q1: 34,025 shares 34,025 $1.72M 0.02% -281 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,477 shares; 2025Q1: 8,571 shares; 2025Q2: 8,571 shares; 2025Q3: 8,400 shares; 2025Q4: 9,313 shares; 2026Q1: 8,480 shares 8,480 $1.72M 0.02% -833 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: 3,621 shares; 2024Q4: 4,381 shares; 2025Q1: 8,212 shares; 2025Q2: 6,648 shares; 2025Q3: 6,286 shares; 2025Q4: 16,753 shares; 2026Q1: 14,586 shares 14,586 $1.72M 0.02% -2,167 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: 5,016 shares; 2024Q4: 4,884 shares; 2025Q1: 4,477 shares; 2025Q2: 4,239 shares; 2025Q3: 4,458 shares; 2025Q4: 4,796 shares; 2026Q1: 5,321 shares 5,321 $1.71M 0.02% +525 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,427 shares; 2025Q1: 10,048 shares; 2025Q2: 11,459 shares; 2025Q3: 7,207 shares; 2025Q4: 8,348 shares; 2026Q1: 9,024 shares 9,024 $1.71M 0.02% +676 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 6,722 shares; 2026Q1: 8,509 shares 8,509 $1.7M 0.02% +1,787 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,212 shares 72,212 $1.7M 0.02% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,832 shares; 2024Q4: 144,314 shares; 2025Q1: 52,668 shares; 2025Q2: 43,575 shares; 2025Q3: 51,651 shares; 2025Q4: 67,117 shares; 2026Q1: 77,421 shares 77,421 $1.69M 0.02% +10,304 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,076 shares; 2025Q1: 5,892 shares; 2025Q2: 6,285 shares; 2025Q3: 6,779 shares; 2025Q4: 8,286 shares; 2026Q1: 8,533 shares 8,533 $1.69M 0.02% +247 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 29,487 shares 29,487 $1.67M 0.02% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,599 shares; 2025Q3: 32,834 shares; 2025Q4: 64,721 shares; 2026Q1: 33,790 shares 33,790 $1.67M 0.02% -30,931 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 11,447 shares; 2026Q1: 15,431 shares 15,431 $1.67M 0.02% +3,984 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,260 shares 50,260 $1.66M 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 674 shares; 2025Q3: 685 shares; 2025Q4: 4,736 shares; 2026Q1: 5,113 shares 5,113 $1.65M 0.02% +377 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,072 shares; 2025Q1: 1,461 shares; 2025Q2: 3,636 shares; 2025Q3: 5,280 shares; 2025Q4: 5,345 shares; 2026Q1: 9,440 shares 9,440 $1.65M 0.02% +4,095 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 974 shares; 2025Q1: 962 shares; 2025Q2: 2,232 shares; 2025Q3: 2,363 shares; 2025Q4: 3,811 shares; 2026Q1: 4,560 shares 4,560 $1.64M 0.02% +749 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,313 shares; 2025Q3: 8,008 shares; 2025Q4: 23,024 shares; 2026Q1: 17,149 shares 17,149 $1.64M 0.02% -5,875 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: not reported; 2024Q4: not reported; 2025Q1: 1,258 shares; 2025Q2: 1,339 shares; 2025Q3: 1,249 shares; 2025Q4: 2,493 shares; 2026Q1: 7,902 shares 7,902 $1.63M 0.02% +5,409 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 17,179 shares; 2025Q1: 17,099 shares; 2025Q2: 18,108 shares; 2025Q3: 32,264 shares; 2025Q4: 34,272 shares; 2026Q1: 33,907 shares 33,907 $1.62M 0.02% -365 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: 15,075 shares; 2024Q4: 14,719 shares; 2025Q1: 14,658 shares; 2025Q2: 14,460 shares; 2025Q3: 14,676 shares; 2025Q4: 19,579 shares; 2026Q1: 19,948 shares 19,948 $1.61M 0.02% +369 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: 5,106 shares; 2024Q4: 1,283 shares; 2025Q1: 4,218 shares; 2025Q2: 6,813 shares; 2025Q3: 7,348 shares; 2025Q4: 6,582 shares; 2026Q1: 5,948 shares 5,948 $1.61M 0.02% -634 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 17,792 shares; 2025Q1: 21,844 shares; 2025Q2: 26,254 shares; 2025Q3: 34,467 shares; 2025Q4: 36,224 shares; 2026Q1: 42,776 shares 42,776 $1.61M 0.02% +6,552 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,187 shares; 2026Q1: 12,683 shares 12,683 $1.61M 0.02% -2,504 Timeline IXN 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: 3,078 shares; 2024Q4: 3,086 shares; 2025Q1: 7,458 shares; 2025Q2: 8,483 shares; 2025Q3: 12,959 shares; 2025Q4: 14,545 shares; 2026Q1: 15,928 shares 15,928 $1.59M 0.02% +1,383 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,382 shares; 2025Q2: 18,726 shares; 2025Q3: 23,909 shares; 2025Q4: 31,421 shares; 2026Q1: 36,987 shares 36,987 $1.59M 0.02% +5,566 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,341 shares; 2026Q1: 11,339 shares 11,339 $1.58M 0.02% -3,002 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,623 shares 18,623 $1.58M 0.02% new 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 6,500 shares; 2025Q2: 7,236 shares; 2025Q3: 2,940 shares; 2025Q4: 8,004 shares; 2026Q1: 15,678 shares 15,678 $1.57M 0.02% +7,674 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 6,665 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 8,283 shares; 2025Q4: 11,489 shares; 2026Q1: 30,801 shares 30,801 $1.57M 0.02% +19,312 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,179 shares; 2025Q1: 10,186 shares; 2025Q2: 10,393 shares; 2025Q3: 10,410 shares; 2025Q4: 10,956 shares; 2026Q1: 11,300 shares 11,300 $1.57M 0.02% +344 Timeline SPYD 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: 20,618 shares; 2024Q4: 23,039 shares; 2025Q1: 29,008 shares; 2025Q2: 31,609 shares; 2025Q3: 34,760 shares; 2025Q4: 32,999 shares; 2026Q1: 34,483 shares 34,483 $1.57M 0.02% +1,484 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: 7,267 shares; 2024Q4: 7,110 shares; 2025Q1: 7,158 shares; 2025Q2: 8,011 shares; 2025Q3: 8,061 shares; 2025Q4: 10,334 shares; 2026Q1: 10,070 shares 10,070 $1.57M 0.02% -264 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: 28,663 shares; 2024Q4: 30,858 shares; 2025Q1: 32,348 shares; 2025Q2: 33,440 shares; 2025Q3: 31,357 shares; 2025Q4: 30,695 shares; 2026Q1: 35,717 shares 35,717 $1.56M 0.02% +5,022 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,659 shares; 2024Q4: 59,871 shares; 2025Q1: 34,764 shares; 2025Q2: 35,443 shares; 2025Q3: 38,402 shares; 2025Q4: 44,812 shares; 2026Q1: 49,345 shares 49,345 $1.56M 0.02% +4,533 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,702 shares; 2025Q1: 25,625 shares; 2025Q2: 25,625 shares; 2025Q3: 25,052 shares; 2025Q4: 25,492 shares; 2026Q1: 42,080 shares 42,080 $1.56M 0.02% +16,588 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,208 shares; 2025Q2: 3,811 shares; 2025Q3: 1,947 shares; 2025Q4: 9,227 shares; 2026Q1: 11,026 shares 11,026 $1.56M 0.02% +1,799 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,333 shares; 2024Q4: 18,654 shares; 2025Q1: 35,588 shares; 2025Q2: 38,168 shares; 2025Q3: 42,045 shares; 2025Q4: 78,080 shares; 2026Q1: 36,514 shares 36,514 $1.52M 0.02% -41,566 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 674 shares; 2025Q1: 686 shares; 2025Q2: 1,622 shares; 2025Q3: 1,807 shares; 2025Q4: 2,560 shares; 2026Q1: 1,968 shares 1,968 $1.52M 0.02% -592 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 69,756 shares; 2025Q1: 109,074 shares; 2025Q2: 116,886 shares; 2025Q3: 125,672 shares; 2025Q4: 133,802 shares; 2026Q1: 139,939 shares 139,939 $1.52M 0.02% +6,137 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,307 shares; 2026Q1: 42,937 shares 42,937 $1.51M 0.02% -370 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,661 shares; 2024Q4: 47,934 shares; 2025Q1: 19,576 shares; 2025Q2: 19,241 shares; 2025Q3: 25,171 shares; 2025Q4: 23,692 shares; 2026Q1: 21,074 shares 21,074 $1.51M 0.02% -2,618 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: not reported; 2025Q4: 3,105 shares; 2026Q1: 7,713 shares 7,713 $1.51M 0.02% +4,608 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 17,607 shares; 2025Q1: 18,388 shares; 2025Q2: 57,140 shares; 2025Q3: 115,700 shares; 2025Q4: 80,220 shares; 2026Q1: 195,358 shares 195,358 $1.51M 0.02% +115,138 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 19,809 shares; 2025Q1: 68,613 shares; 2025Q2: 69,127 shares; 2025Q3: 70,640 shares; 2025Q4: 66,627 shares; 2026Q1: 20,524 shares 20,524 $1.5M 0.02% -46,103 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: 22,977 shares; 2024Q4: 13,365 shares; 2025Q1: 14,516 shares; 2025Q2: 13,447 shares; 2025Q3: 13,966 shares; 2025Q4: 16,991 shares; 2026Q1: 15,288 shares 15,288 $1.49M 0.02% -1,703 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: 66,955 shares; 2025Q2: 64,339 shares; 2025Q3: 57,782 shares; 2025Q4: 76,151 shares; 2026Q1: 32,604 shares 32,604 $1.49M 0.02% -43,547 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: 35,257 shares; 2026Q1: 37,041 shares 37,041 $1.49M 0.02% +1,784 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,232 shares; 2025Q1: 2,900 shares; 2025Q2: 2,943 shares; 2025Q3: 3,049 shares; 2025Q4: 4,117 shares; 2026Q1: 4,885 shares 4,885 $1.49M 0.02% +768 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,674 shares; 2025Q4: 21,044 shares; 2026Q1: 32,204 shares 32,204 $1.48M 0.02% +11,160 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 28,372 shares; 2025Q4: 30,919 shares; 2026Q1: 31,327 shares 31,327 $1.47M 0.02% +408 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 3,085 shares; 2025Q1: 3,638 shares; 2025Q2: 3,741 shares; 2025Q3: 3,214 shares; 2025Q4: 5,322 shares; 2026Q1: 11,752 shares 11,752 $1.47M 0.02% +6,430 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,748 shares; 2025Q3: 9,331 shares; 2025Q4: 15,331 shares; 2026Q1: 29,682 shares 29,682 $1.47M 0.02% +14,351 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 26,710 shares; 2025Q1: 29,975 shares; 2025Q2: 30,476 shares; 2025Q3: 34,530 shares; 2025Q4: 36,328 shares; 2026Q1: 53,093 shares 53,093 $1.47M 0.02% +16,765 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: 3,049 shares; 2024Q4: not reported; 2025Q1: 3,834 shares; 2025Q2: 16,287 shares; 2025Q3: 17,111 shares; 2025Q4: 17,218 shares; 2026Q1: 17,711 shares 17,711 $1.46M 0.02% +493 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly 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: 57,574 shares; 2026Q1: 59,051 shares 59,051 $1.46M 0.02% +1,477 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,102 shares; 2025Q1: 7,781 shares; 2025Q2: 6,063 shares; 2025Q3: 5,021 shares; 2025Q4: 5,394 shares; 2026Q1: 5,290 shares 5,290 $1.46M 0.02% -104 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,822 shares; 2025Q4: 25,435 shares; 2026Q1: 26,163 shares 26,163 $1.44M 0.02% +728 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 5,428 shares; 2025Q1: 3,426 shares; 2025Q2: 3,699 shares; 2025Q3: 3,344 shares; 2025Q4: 5,651 shares; 2026Q1: 8,275 shares 8,275 $1.43M 0.02% +2,624 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: not reported; 2024Q4: 12,261 shares; 2025Q1: 20,271 shares; 2025Q2: 31,268 shares; 2025Q3: 30,739 shares; 2025Q4: 38,364 shares; 2026Q1: 43,257 shares 43,257 $1.43M 0.02% +4,893 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,645 shares; 2024Q4: 108,684 shares; 2025Q1: 119,667 shares; 2025Q2: 122,768 shares; 2025Q3: 127,901 shares; 2025Q4: 133,560 shares; 2026Q1: 149,482 shares 149,482 $1.42M 0.02% +15,922 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,993 shares; 2025Q1: 9,274 shares; 2025Q2: 11,445 shares; 2025Q3: 11,535 shares; 2025Q4: 19,551 shares; 2026Q1: 23,542 shares 23,542 $1.42M 0.02% +3,991 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 2,670 shares; 2025Q1: 11,469 shares; 2025Q2: 13,157 shares; 2025Q3: 12,457 shares; 2025Q4: 13,983 shares; 2026Q1: 17,320 shares 17,320 $1.42M 0.02% +3,337 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: 16,419 shares; 2024Q4: 15,115 shares; 2025Q1: 16,528 shares; 2025Q2: 16,470 shares; 2025Q3: 14,893 shares; 2025Q4: 19,086 shares; 2026Q1: 17,656 shares 17,656 $1.4M 0.02% -1,430 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,146 shares; 2026Q1: 28,091 shares 28,091 $1.4M 0.02% +20,945 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 10,290 shares; 2025Q1: 6,487 shares; 2025Q2: 5,832 shares; 2025Q3: 4,740 shares; 2025Q4: 10,627 shares; 2026Q1: 10,230 shares 10,230 $1.4M 0.02% -397 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: 19,718 shares; 2024Q4: 12,073 shares; 2025Q1: 14,841 shares; 2025Q2: 16,954 shares; 2025Q3: 14,604 shares; 2025Q4: 26,020 shares; 2026Q1: 27,252 shares 27,252 $1.4M 0.02% +1,232 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly 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: 49,881 shares 49,881 $1.39M 0.02% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,943 shares; 2025Q2: 92,943 shares; 2025Q3: 46,193 shares; 2025Q4: 38,993 shares; 2026Q1: 47,893 shares 47,893 $1.39M 0.02% +8,900 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: 4,414 shares; 2025Q2: 8,582 shares; 2025Q3: 8,386 shares; 2025Q4: 25,597 shares; 2026Q1: 29,268 shares 29,268 $1.39M 0.02% +3,671 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,332 shares; 2024Q4: 9,251 shares; 2025Q1: 9,034 shares; 2025Q2: 9,006 shares; 2025Q3: 8,965 shares; 2025Q4: 16,349 shares; 2026Q1: 8,337 shares 8,337 $1.38M 0.02% -8,012 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,489 shares; 2025Q1: 2,393 shares; 2025Q2: 2,321 shares; 2025Q3: 2,140 shares; 2025Q4: 3,177 shares; 2026Q1: 3,802 shares 3,802 $1.38M 0.02% +625 Timeline FID 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: 30,056 shares; 2024Q4: 28,310 shares; 2025Q1: 33,079 shares; 2025Q2: 39,440 shares; 2025Q3: 56,950 shares; 2025Q4: 58,993 shares; 2026Q1: 66,003 shares 66,003 $1.38M 0.02% +7,010 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: 32,030 shares; 2024Q4: 11,450 shares; 2025Q1: 12,581 shares; 2025Q2: 11,314 shares; 2025Q3: 9,915 shares; 2025Q4: 30,147 shares; 2026Q1: 33,745 shares 33,745 $1.38M 0.02% +3,598 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,289 shares; 2026Q1: 14,136 shares 14,136 $1.38M 0.02% -5,153 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,016 shares; 2026Q1: 15,073 shares 15,073 $1.37M 0.01% +2,057 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,006 shares; 2025Q1: 41,788 shares; 2025Q2: 35,657 shares; 2025Q3: 15,335 shares; 2025Q4: 17,462 shares; 2026Q1: 14,601 shares 14,601 $1.37M 0.01% -2,861 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 5,203 shares; 2025Q1: 4,984 shares; 2025Q2: 9,161 shares; 2025Q3: 10,649 shares; 2025Q4: 21,372 shares; 2026Q1: 12,488 shares 12,488 $1.37M 0.01% -8,884 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,442 shares; 2025Q1: 3,241 shares; 2025Q2: 3,845 shares; 2025Q3: 4,165 shares; 2025Q4: 7,227 shares; 2026Q1: 7,993 shares 7,993 $1.37M 0.01% +766 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 10,646 shares; 2025Q1: 33,345 shares; 2025Q2: 36,030 shares; 2025Q3: 36,830 shares; 2025Q4: 37,466 shares; 2026Q1: 130,177 shares 130,177 $1.37M 0.01% +92,711 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: 31,485 shares; 2024Q4: 27,439 shares; 2025Q1: 34,021 shares; 2025Q2: 35,524 shares; 2025Q3: 35,373 shares; 2025Q4: 25,559 shares; 2026Q1: 24,281 shares 24,281 $1.37M 0.01% -1,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,440 shares; 2025Q3: 54,263 shares; 2025Q4: 51,668 shares; 2026Q1: 51,938 shares 51,938 $1.37M 0.01% +270 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,852 shares; 2025Q2: 11,467 shares; 2025Q3: 18,987 shares; 2025Q4: 30,024 shares; 2026Q1: 27,056 shares 27,056 $1.37M 0.01% -2,968 Timeline TE T1 ENERGY INC More: the full row for T1 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: 310,975 shares 310,975 $1.37M 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 11,585 shares; 2025Q1: 13,659 shares; 2025Q2: 19,255 shares; 2025Q3: 18,973 shares; 2025Q4: 19,783 shares; 2026Q1: 26,155 shares 26,155 $1.37M 0.01% +6,372 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,920 shares; 2024Q4: 29,214 shares; 2025Q1: 28,729 shares; 2025Q2: 30,853 shares; 2025Q3: 32,947 shares; 2025Q4: 30,472 shares; 2026Q1: 31,126 shares 31,126 $1.36M 0.01% +654 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: not reported; 2025Q1: not reported; 2025Q2: 4,886 shares; 2025Q3: 6,691 shares; 2025Q4: 4,200 shares; 2026Q1: 9,011 shares 9,011 $1.36M 0.01% +4,811 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 590 shares; 2025Q3: 591 shares; 2025Q4: 1,033 shares; 2026Q1: 1,244 shares 1,244 $1.36M 0.01% +211 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 35,213 shares; 2025Q1: 38,623 shares; 2025Q2: 63,136 shares; 2025Q3: 73,335 shares; 2025Q4: 71,915 shares; 2026Q1: 131,587 shares 131,587 $1.36M 0.01% +59,672 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 15,057 shares; 2025Q1: 14,429 shares; 2025Q2: 28,514 shares; 2025Q3: 33,085 shares; 2025Q4: 58,551 shares; 2026Q1: 76,095 shares 76,095 $1.36M 0.01% +17,544 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: 19,786 shares; 2024Q4: 7,377 shares; 2025Q1: 8,011 shares; 2025Q2: 8,335 shares; 2025Q3: 8,788 shares; 2025Q4: 11,797 shares; 2026Q1: 11,944 shares 11,944 $1.35M 0.01% +147 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,133 shares; 2025Q4: 70,640 shares; 2026Q1: 95,534 shares 95,534 $1.34M 0.01% +24,894 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,671 shares; 2025Q3: 104,772 shares; 2025Q4: 109,609 shares; 2026Q1: 79,823 shares 79,823 $1.34M 0.01% -29,786 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,084 shares; 2024Q4: 15,287 shares; 2025Q1: 19,876 shares; 2025Q2: 20,108 shares; 2025Q3: 19,471 shares; 2025Q4: 12,807 shares; 2026Q1: 12,866 shares 12,866 $1.33M 0.01% +59 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,357 shares; 2025Q1: 3,767 shares; 2025Q2: 3,983 shares; 2025Q3: 3,491 shares; 2025Q4: 3,205 shares; 2026Q1: 3,265 shares 3,265 $1.33M 0.01% +60 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 6,138 shares; 2025Q1: 5,815 shares; 2025Q2: 8,169 shares; 2025Q3: 9,631 shares; 2025Q4: 10,377 shares; 2026Q1: 14,074 shares 14,074 $1.33M 0.01% +3,697 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,036 shares; 2025Q1: 2,142 shares; 2025Q2: 2,235 shares; 2025Q3: 2,286 shares; 2025Q4: 2,951 shares; 2026Q1: 2,793 shares 2,793 $1.32M 0.01% -158 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,426 shares; 2025Q1: 5,447 shares; 2025Q2: 5,463 shares; 2025Q3: 5,540 shares; 2025Q4: 6,567 shares; 2026Q1: 6,722 shares 6,722 $1.31M 0.01% +155 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,228 shares; 2025Q4: 7,228 shares; 2026Q1: 31,938 shares 31,938 $1.31M 0.01% +24,710 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 10,172 shares; 2025Q1: 10,412 shares; 2025Q2: 11,046 shares; 2025Q3: 10,656 shares; 2025Q4: 10,932 shares; 2026Q1: 11,662 shares 11,662 $1.31M 0.01% +730 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: 9,920 shares; 2024Q4: 10,879 shares; 2025Q1: 12,771 shares; 2025Q2: 12,536 shares; 2025Q3: 12,314 shares; 2025Q4: 17,149 shares; 2026Q1: 16,460 shares 16,460 $1.31M 0.01% -689 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,091 shares; 2025Q3: 25,652 shares; 2025Q4: 28,820 shares; 2026Q1: 22,446 shares 22,446 $1.3M 0.01% -6,374 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: not reported; 2025Q1: not reported; 2025Q2: 1,852 shares; 2025Q3: 2,802 shares; 2025Q4: 4,361 shares; 2026Q1: 5,632 shares 5,632 $1.3M 0.01% +1,271 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,969 shares; 2026Q1: 67,411 shares 67,411 $1.29M 0.01% +5,442 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,204 shares; 2025Q1: 8,504 shares; 2025Q2: 7,338 shares; 2025Q3: 6,424 shares; 2025Q4: 10,022 shares; 2026Q1: 10,127 shares 10,127 $1.29M 0.01% +105 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,244 shares; 2024Q4: 27,665 shares; 2025Q1: 21,324 shares; 2025Q2: 20,857 shares; 2025Q3: 20,072 shares; 2025Q4: 22,261 shares; 2026Q1: 22,602 shares 22,602 $1.29M 0.01% +341 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,235 shares; 2025Q3: 3,040 shares; 2025Q4: 13,168 shares; 2026Q1: 12,296 shares 12,296 $1.29M 0.01% -872 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: 12,098 shares; 2026Q1: 13,935 shares 13,935 $1.29M 0.01% +1,837 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: not reported; 2024Q4: not reported; 2025Q1: 1,373 shares; 2025Q2: 2,401 shares; 2025Q3: 2,943 shares; 2025Q4: 7,708 shares; 2026Q1: 8,602 shares 8,602 $1.29M 0.01% +894 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,241 shares; 2025Q2: 19,992 shares; 2025Q3: 26,211 shares; 2025Q4: 26,919 shares; 2026Q1: 27,655 shares 27,655 $1.29M 0.01% +736 Timeline DFSD 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: 26,925 shares 26,925 $1.29M 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,199 shares; 2024Q4: 15,229 shares; 2025Q1: 14,575 shares; 2025Q2: 16,460 shares; 2025Q3: 16,032 shares; 2025Q4: 24,337 shares; 2026Q1: 17,287 shares 17,287 $1.29M 0.01% -7,050 Timeline MTGP 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: 25,102 shares; 2025Q2: 31,832 shares; 2025Q3: 25,710 shares; 2025Q4: 25,909 shares; 2026Q1: 28,983 shares 28,983 $1.28M 0.01% +3,074 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 15,193 shares; 2025Q1: 18,655 shares; 2025Q2: 22,320 shares; 2025Q3: 23,679 shares; 2025Q4: 27,258 shares; 2026Q1: 25,247 shares 25,247 $1.28M 0.01% -2,011 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 926 shares 926 $1.28M 0.01% +500 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: 911 shares; 2025Q1: 1,059 shares; 2025Q2: 1,543 shares; 2025Q3: 1,519 shares; 2025Q4: 4,700 shares; 2026Q1: 4,451 shares 4,451 $1.28M 0.01% -249 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 4,292 shares; 2026Q1: 4,770 shares 4,770 $1.27M 0.01% +478 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,050 shares; 2025Q2: 80,892 shares; 2025Q3: 88,675 shares; 2025Q4: 92,725 shares; 2026Q1: 97,775 shares 97,775 $1.26M 0.01% +5,050 Timeline DFAX 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: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 7,423 shares; 2026Q1: 37,163 shares 37,163 $1.26M 0.01% +29,740 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,243 shares; 2025Q1: 4,656 shares; 2025Q2: 9,423 shares; 2025Q3: 5,958 shares; 2025Q4: 13,094 shares; 2026Q1: 5,168 shares 5,168 $1.26M 0.01% -7,926 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: 5,020 shares; 2024Q4: 6,697 shares; 2025Q1: 7,630 shares; 2025Q2: 7,300 shares; 2025Q3: 7,916 shares; 2025Q4: 22,721 shares; 2026Q1: 26,971 shares 26,971 $1.25M 0.01% +4,250 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,254 shares; 2025Q1: not reported; 2025Q2: 4,254 shares; 2025Q3: 7,746 shares; 2025Q4: 7,936 shares; 2026Q1: 23,703 shares 23,703 $1.25M 0.01% +15,767 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,824 shares; 2024Q4: 8,487 shares; 2025Q1: 9,694 shares; 2025Q2: 12,808 shares; 2025Q3: 13,090 shares; 2025Q4: not reported; 2026Q1: 15,520 shares 15,520 $1.25M 0.01% new 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: 1,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,397 shares; 2026Q1: 2,539 shares 2,539 $1.25M 0.01% -858 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,591 shares; 2025Q1: 4,192 shares; 2025Q2: 5,678 shares; 2025Q3: 5,792 shares; 2025Q4: 6,702 shares; 2026Q1: 7,367 shares 7,367 $1.25M 0.01% +665 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,285 shares; 2024Q4: 42,061 shares; 2025Q1: 21,193 shares; 2025Q2: 24,566 shares; 2025Q3: 24,670 shares; 2025Q4: 33,027 shares; 2026Q1: 59,565 shares 59,565 $1.24M 0.01% +26,538 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: 8,820 shares; 2024Q4: 9,135 shares; 2025Q1: 12,338 shares; 2025Q2: 11,705 shares; 2025Q3: 12,386 shares; 2025Q4: 12,844 shares; 2026Q1: 15,171 shares 15,171 $1.24M 0.01% +2,327 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,486 shares; 2025Q1: 10,805 shares; 2025Q2: 9,452 shares; 2025Q3: 21,305 shares; 2025Q4: 37,006 shares; 2026Q1: 42,887 shares 42,887 $1.24M 0.01% +5,881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,922 shares; 2026Q1: 10,471 shares 10,471 $1.24M 0.01% +7,549 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 34,223 shares; 2026Q1: 36,293 shares 36,293 $1.24M 0.01% +2,070 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 3,860 shares; 2025Q1: 4,283 shares; 2025Q2: 4,379 shares; 2025Q3: 4,612 shares; 2025Q4: 5,854 shares; 2026Q1: 9,157 shares 9,157 $1.23M 0.01% +3,303 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: 2,933 shares; 2024Q4: 3,507 shares; 2025Q1: 4,824 shares; 2025Q2: 5,048 shares; 2025Q3: 5,282 shares; 2025Q4: 7,720 shares; 2026Q1: 6,531 shares 6,531 $1.23M 0.01% -1,189 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: 7,472 shares; 2024Q4: 4,833 shares; 2025Q1: 23,730 shares; 2025Q2: 33,074 shares; 2025Q3: 25,806 shares; 2025Q4: 23,693 shares; 2026Q1: 24,835 shares 24,835 $1.23M 0.01% +1,142 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: 15,473 shares; 2024Q4: 15,374 shares; 2025Q1: 20,541 shares; 2025Q2: 18,092 shares; 2025Q3: 16,498 shares; 2025Q4: 15,919 shares; 2026Q1: 16,930 shares 16,930 $1.23M 0.01% +1,011 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: 12,135 shares; 2025Q3: 16,276 shares; 2025Q4: 23,974 shares; 2026Q1: 28,837 shares 28,837 $1.23M 0.01% +4,863 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: not reported; 2024Q4: 2,562 shares; 2025Q1: 10,939 shares; 2025Q2: 13,110 shares; 2025Q3: 14,324 shares; 2025Q4: 14,789 shares; 2026Q1: 16,071 shares 16,071 $1.23M 0.01% +1,282 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 11,929 shares; 2025Q1: 33,623 shares; 2025Q2: 34,308 shares; 2025Q3: 3,470 shares; 2025Q4: 3,598 shares; 2026Q1: 15,284 shares 15,284 $1.22M 0.01% +11,686 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,376 shares; 2025Q3: 5,451 shares; 2025Q4: 7,445 shares; 2026Q1: 8,360 shares 8,360 $1.22M 0.01% +915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,404 shares; 2026Q1: 21,209 shares 21,209 $1.22M 0.01% +805 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: 374 shares; 2024Q4: 404 shares; 2025Q1: 381 shares; 2025Q2: 590 shares; 2025Q3: 576 shares; 2025Q4: 1,000 shares; 2026Q1: 1,117 shares 1,117 $1.22M 0.01% +117 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 22,247 shares; 2026Q1: 43,787 shares 43,787 $1.21M 0.01% +21,540 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,924 shares; 2024Q4: 98,262 shares; 2025Q1: 101,153 shares; 2025Q2: 88,315 shares; 2025Q3: 61,018 shares; 2025Q4: 64,774 shares; 2026Q1: 25,651 shares 25,651 $1.21M 0.01% -39,123 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,476 shares 9,476 $1.21M 0.01% new 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: 3,819 shares; 2024Q4: 3,987 shares; 2025Q1: 4,327 shares; 2025Q2: 4,393 shares; 2025Q3: 4,385 shares; 2025Q4: 4,623 shares; 2026Q1: 3,406 shares 3,406 $1.21M 0.01% -1,217 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: 82,970 shares; 2024Q4: 77,578 shares; 2025Q1: 80,156 shares; 2025Q2: 82,941 shares; 2025Q3: 69,453 shares; 2025Q4: 74,153 shares; 2026Q1: 66,871 shares 66,871 $1.21M 0.01% -7,282 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 23,583 shares; 2025Q1: 35,846 shares; 2025Q2: 27,486 shares; 2025Q3: 25,606 shares; 2025Q4: 29,513 shares; 2026Q1: 24,233 shares 24,233 $1.2M 0.01% -5,280 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,065 shares 31,065 $1.2M 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,689 shares; 2025Q3: 13,565 shares; 2025Q4: 14,169 shares; 2026Q1: 24,022 shares 24,022 $1.2M 0.01% +9,853 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,306 shares; 2025Q3: 17,487 shares; 2025Q4: 19,023 shares; 2026Q1: 24,185 shares 24,185 $1.19M 0.01% +5,162 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,334 shares 45,334 $1.19M 0.01% new 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: 1,744 shares; 2024Q4: 1,854 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares; 2026Q1: 4,640 shares 4,640 $1.18M 0.01% +248 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: 3,475 shares; 2024Q4: 2,681 shares; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: 9,873 shares; 2025Q4: 19,205 shares; 2026Q1: 14,682 shares 14,682 $1.18M 0.01% -4,523 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,707 shares 28,707 $1.16M 0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,897 shares; 2025Q4: 18,837 shares; 2026Q1: 28,829 shares 28,829 $1.16M 0.01% +9,992 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 7,510 shares; 2025Q1: 4,778 shares; 2025Q2: 4,662 shares; 2025Q3: 4,591 shares; 2025Q4: 4,559 shares; 2026Q1: 5,109 shares 5,109 $1.15M 0.01% +550 Timeline PSEP 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: 17,026 shares; 2025Q1: 17,168 shares; 2025Q2: 17,580 shares; 2025Q3: 26,943 shares; 2025Q4: 26,613 shares; 2026Q1: 26,613 shares 26,613 $1.15M 0.01% 0 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,782 shares 22,782 $1.14M 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,837 shares; 2024Q4: 32,111 shares; 2025Q1: 11,265 shares; 2025Q2: not reported; 2025Q3: 49,185 shares; 2025Q4: 48,687 shares; 2026Q1: 53,362 shares 53,362 $1.14M 0.01% +4,675 Timeline FSMD 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: 10,816 shares; 2025Q1: 15,076 shares; 2025Q2: 17,261 shares; 2025Q3: 18,323 shares; 2025Q4: 19,820 shares; 2026Q1: 25,434 shares 25,434 $1.14M 0.01% +5,614 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,257 shares; 2024Q4: 53,257 shares; 2025Q1: 60,763 shares; 2025Q2: 60,783 shares; 2025Q3: 60,723 shares; 2025Q4: 60,723 shares; 2026Q1: 71,585 shares 71,585 $1.13M 0.01% +10,862 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: 1,919 shares; 2024Q4: 1,811 shares; 2025Q1: 2,167 shares; 2025Q2: 2,226 shares; 2025Q3: 2,306 shares; 2025Q4: 3,052 shares; 2026Q1: 5,002 shares 5,002 $1.12M 0.01% +1,950 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,175 shares; 2025Q3: 8,981 shares; 2025Q4: 8,981 shares; 2026Q1: 29,011 shares 29,011 $1.12M 0.01% +20,030 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 4,675 shares; 2025Q1: 2,771 shares; 2025Q2: 6,067 shares; 2025Q3: 7,293 shares; 2025Q4: 10,205 shares; 2026Q1: 10,474 shares 10,474 $1.12M 0.01% +269 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares; 2026Q1: 4,453 shares 4,453 $1.11M 0.01% +519 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares; 2025Q4: 4,053 shares; 2026Q1: 2,039 shares 2,039 $1.1M 0.01% -2,014 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,282 shares; 2025Q2: 34,572 shares; 2025Q3: 33,413 shares; 2025Q4: 25,191 shares; 2026Q1: 22,081 shares 22,081 $1.09M 0.01% -3,110 Timeline WCME 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: 67,071 shares; 2025Q3: 74,731 shares; 2025Q4: 86,065 shares; 2026Q1: 65,105 shares 65,105 $1.09M 0.01% -20,960 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,190 shares 31,190 $1.09M 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,454 shares; 2025Q1: 2,189 shares; 2025Q2: 1,880 shares; 2025Q3: 2,212 shares; 2025Q4: 3,334 shares; 2026Q1: 3,733 shares 3,733 $1.09M 0.01% +399 Timeline STXE 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: 80,536 shares; 2024Q4: 79,043 shares; 2025Q1: 26,670 shares; 2025Q2: 26,090 shares; 2025Q3: 26,280 shares; 2025Q4: 26,671 shares; 2026Q1: 27,930 shares 27,930 $1.09M 0.01% +1,259 Timeline AUSF 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: 72,033 shares; 2024Q4: 75,147 shares; 2025Q1: 77,503 shares; 2025Q2: 73,109 shares; 2025Q3: 38,536 shares; 2025Q4: 53,039 shares; 2026Q1: 22,575 shares 22,575 $1.09M 0.01% -30,464 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 9,895 shares; 2025Q4: 11,371 shares; 2026Q1: 11,783 shares 11,783 $1.09M 0.01% +412 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: 737 shares; 2025Q2: 874 shares; 2025Q3: 957 shares; 2025Q4: 2,275 shares; 2026Q1: 1,833 shares 1,833 $1.09M 0.01% -442 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: 9,782 shares; 2024Q4: 10,287 shares; 2025Q1: 11,720 shares; 2025Q2: 10,403 shares; 2025Q3: 9,326 shares; 2025Q4: 17,724 shares; 2026Q1: 15,012 shares 15,012 $1.09M 0.01% -2,712 Timeline EBIT HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,880 shares 30,880 $1.08M 0.01% new 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: 36,973 shares; 2024Q4: 37,946 shares; 2025Q1: 9,700 shares; 2025Q2: 12,226 shares; 2025Q3: 12,634 shares; 2025Q4: 20,408 shares; 2026Q1: 22,310 shares 22,310 $1.07M 0.01% +1,902 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: 28,526 shares; 2024Q4: 27,859 shares; 2025Q1: 40,559 shares; 2025Q2: 41,523 shares; 2025Q3: 41,669 shares; 2025Q4: 42,594 shares; 2026Q1: 47,674 shares 47,674 $1.07M 0.01% +5,080 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,082 shares; 2026Q1: 5,426 shares 5,426 $1.07M 0.01% -1,656 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 7,792 shares; 2025Q1: 8,123 shares; 2025Q2: 8,884 shares; 2025Q3: 9,092 shares; 2025Q4: 18,716 shares; 2026Q1: 21,010 shares 21,010 $1.06M 0.01% +2,294 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 469 shares; 2025Q1: 394 shares; 2025Q2: 461 shares; 2025Q3: 477 shares; 2025Q4: 527 shares; 2026Q1: 556 shares 556 $1.06M 0.01% +29 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 6,061 shares 6,061 $1.06M 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,948 shares; 2025Q2: 6,958 shares; 2025Q3: 6,905 shares; 2025Q4: 10,745 shares; 2026Q1: 11,338 shares 11,338 $1.06M 0.01% +593 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,473 shares; 2024Q4: 15,305 shares; 2025Q1: 16,775 shares; 2025Q2: 17,001 shares; 2025Q3: 17,790 shares; 2025Q4: 28,634 shares; 2026Q1: 28,545 shares 28,545 $1.06M 0.01% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,137 shares; 2025Q3: 3,287 shares; 2025Q4: 9,486 shares; 2026Q1: 9,076 shares 9,076 $1.06M 0.01% -410 Timeline JULP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,176 shares; 2024Q4: 123,033 shares; 2025Q1: 112,499 shares; 2025Q2: 103,702 shares; 2025Q3: 67,409 shares; 2025Q4: 86,601 shares; 2026Q1: 34,801 shares 34,801 $1.06M 0.01% -51,800 Timeline MNBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,436 shares; 2025Q4: 51,308 shares; 2026Q1: 40,782 shares 40,782 $1.05M 0.01% -10,526 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 22,935 shares; 2026Q1: 17,929 shares 17,929 $1.05M 0.01% -5,006 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,578 shares; 2026Q1: 50,967 shares 50,967 $1.05M 0.01% +3,389 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 6,075 shares; 2025Q3: 7,742 shares; 2025Q4: 14,168 shares; 2026Q1: 12,416 shares 12,416 $1.05M 0.01% -1,752 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,492 shares; 2025Q2: 12,456 shares; 2025Q3: 13,681 shares; 2025Q4: 19,888 shares; 2026Q1: 24,225 shares 24,225 $1.05M 0.01% +4,337 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 98,074 shares; 2025Q1: 61,682 shares; 2025Q2: 29,965 shares; 2025Q3: 28,648 shares; 2025Q4: 29,196 shares; 2026Q1: 31,446 shares 31,446 $1.04M 0.01% +2,250 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: 2,578 shares; 2024Q4: 2,705 shares; 2025Q1: 2,811 shares; 2025Q2: 3,060 shares; 2025Q3: 3,294 shares; 2025Q4: 5,902 shares; 2026Q1: 4,346 shares 4,346 $1.04M 0.01% -1,556 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,485 shares 25,485 $1.04M 0.01% new Timeline IWO 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: 828 shares; 2024Q4: 1,135 shares; 2025Q1: 1,206 shares; 2025Q2: 1,106 shares; 2025Q3: 1,146 shares; 2025Q4: 2,157 shares; 2026Q1: 3,303 shares 3,303 $1.04M 0.01% +1,146 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,620 shares; 2024Q4: 47,704 shares; 2025Q1: 7,312 shares; 2025Q2: 8,715 shares; 2025Q3: 8,974 shares; 2025Q4: 14,608 shares; 2026Q1: 17,555 shares 17,555 $1.03M 0.01% +2,947 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 5,194 shares; 2025Q4: 7,718 shares; 2026Q1: 12,429 shares 12,429 $1.03M 0.01% +4,711 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 1,715 shares; 2025Q1: 3,911 shares; 2025Q2: 4,255 shares; 2025Q3: 3,828 shares; 2025Q4: 4,533 shares; 2026Q1: 5,691 shares 5,691 $1.02M 0.01% +1,158 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: 4,041 shares; 2024Q4: 4,014 shares; 2025Q1: not reported; 2025Q2: 11,337 shares; 2025Q3: 11,435 shares; 2025Q4: 11,671 shares; 2026Q1: 11,543 shares 11,543 $1.02M 0.01% -128 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,722 shares; 2025Q4: 18,302 shares; 2026Q1: 16,492 shares 16,492 $1.02M 0.01% -1,810 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,904 shares; 2025Q1: 34,168 shares; 2025Q2: 37,638 shares; 2025Q3: 37,712 shares; 2025Q4: 8,008 shares; 2026Q1: 8,155 shares 8,155 $1.02M 0.01% +147 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,058 shares; 2025Q1: 5,257 shares; 2025Q2: 5,272 shares; 2025Q3: 5,114 shares; 2025Q4: 5,514 shares; 2026Q1: 5,858 shares 5,858 $1.01M 0.01% +344 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: 7,453 shares; 2024Q4: 7,433 shares; 2025Q1: 7,322 shares; 2025Q2: 7,484 shares; 2025Q3: 7,509 shares; 2025Q4: 7,774 shares; 2026Q1: 13,682 shares 13,682 $1.01M 0.01% +5,908 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,186 shares; 2025Q2: 5,471 shares; 2025Q3: 9,497 shares; 2025Q4: 12,457 shares; 2026Q1: 12,523 shares 12,523 $1.01M 0.01% +66 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,224 shares; 2025Q1: 8,224 shares; 2025Q2: 9,854 shares; 2025Q3: 10,313 shares; 2025Q4: 10,541 shares; 2026Q1: 22,445 shares 22,445 $1.01M 0.01% +11,904 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,341 shares; 2026Q1: 101,341 shares 101,341 $1M 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 4,287 shares; 2025Q1: 57,756 shares; 2025Q2: 66,046 shares; 2025Q3: 56,789 shares; 2025Q4: 54,785 shares; 2026Q1: 10,595 shares 10,595 $1M 0.01% -44,190 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: 2,287 shares; 2024Q4: 2,217 shares; 2025Q1: 2,090 shares; 2025Q2: 2,218 shares; 2025Q3: 2,527 shares; 2025Q4: 4,148 shares; 2026Q1: 5,121 shares 5,121 $1M 0.01% +973 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,504 shares; 2025Q3: 14,480 shares; 2025Q4: 15,360 shares; 2026Q1: 15,360 shares 15,360 $999K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: not reported; 2025Q1: 3,759 shares; 2025Q2: 4,724 shares; 2025Q3: 6,170 shares; 2025Q4: 4,549 shares; 2026Q1: 5,563 shares 5,563 $999K 0.01% +1,014 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,109 shares; 2025Q1: 16,109 shares; 2025Q2: 16,109 shares; 2025Q3: 21,014 shares; 2025Q4: 21,332 shares; 2026Q1: 42,034 shares 42,034 $998K 0.01% +20,702 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,588 shares; 2025Q1: 5,588 shares; 2025Q2: 5,588 shares; 2025Q3: 5,588 shares; 2025Q4: 5,588 shares; 2026Q1: 17,718 shares 17,718 $990K 0.01% +12,130 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: 1,611 shares; 2024Q4: 1,701 shares; 2025Q1: 2,277 shares; 2025Q2: 2,455 shares; 2025Q3: 2,549 shares; 2025Q4: 4,408 shares; 2026Q1: 4,853 shares 4,853 $989K 0.01% +445 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,607 shares; 2024Q4: 24,820 shares; 2025Q1: 25,050 shares; 2025Q2: 19,779 shares; 2025Q3: 19,765 shares; 2025Q4: 20,894 shares; 2026Q1: 20,977 shares 20,977 $989K 0.01% +83 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,125 shares; 2026Q1: 23,224 shares 23,224 $988K 0.01% +17,099 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,311 shares; 2025Q1: 12,770 shares; 2025Q2: 12,961 shares; 2025Q3: 19,914 shares; 2025Q4: 16,744 shares; 2026Q1: 17,712 shares 17,712 $988K 0.01% +968 Timeline FBCG 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: not reported; 2026Q1: 19,696 shares 19,696 $987K 0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,627 shares; 2025Q2: 63,927 shares; 2025Q3: 74,299 shares; 2025Q4: 61,799 shares; 2026Q1: 229,549 shares 229,549 $985K 0.01% +167,750 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 7,258 shares; 2025Q1: 18,737 shares; 2025Q2: 12,468 shares; 2025Q3: 30,501 shares; 2025Q4: 10,643 shares; 2026Q1: 17,344 shares 17,344 $981K 0.01% +6,701 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 21,456 shares; 2025Q1: 18,814 shares; 2025Q2: 43,024 shares; 2025Q3: 42,192 shares; 2025Q4: 43,415 shares; 2026Q1: 40,031 shares 40,031 $972K 0.01% -3,384 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: 10,589 shares; 2024Q4: 12,108 shares; 2025Q1: 14,280 shares; 2025Q2: 113,347 shares; 2025Q3: 125,727 shares; 2025Q4: 126,257 shares; 2026Q1: 14,353 shares 14,353 $970K 0.01% -111,904 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: 657 shares; 2024Q4: 636 shares; 2025Q1: 668 shares; 2025Q2: 1,295 shares; 2025Q3: 1,323 shares; 2025Q4: 2,149 shares; 2026Q1: 2,183 shares 2,183 $970K 0.01% +34 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 4,465 shares; 2025Q1: 5,554 shares; 2025Q2: 9,411 shares; 2025Q3: 6,381 shares; 2025Q4: 9,566 shares; 2026Q1: 7,739 shares 7,739 $966K 0.01% -1,827 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,765 shares 22,765 $961K 0.01% new 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: 1,888 shares; 2024Q4: 1,867 shares; 2025Q1: 2,304 shares; 2025Q2: 2,451 shares; 2025Q3: 2,700 shares; 2025Q4: 3,527 shares; 2026Q1: 4,109 shares 4,109 $953K 0.01% +582 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,926 shares; 2025Q2: 8,200 shares; 2025Q3: 9,103 shares; 2025Q4: 22,658 shares; 2026Q1: 11,095 shares 11,095 $952K 0.01% -11,563 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,609 shares; 2025Q1: 6,089 shares; 2025Q2: 4,854 shares; 2025Q3: 5,304 shares; 2025Q4: 6,809 shares; 2026Q1: 6,469 shares 6,469 $945K 0.01% -340 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,795 shares; 2025Q2: 25,667 shares; 2025Q3: 27,054 shares; 2025Q4: 38,087 shares; 2026Q1: 34,471 shares 34,471 $945K 0.01% -3,616 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 16,028 shares; 2025Q3: 13,022 shares; 2025Q4: not reported; 2026Q1: 18,251 shares 18,251 $943K 0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,569 shares; 2025Q1: 2,478 shares; 2025Q2: 2,505 shares; 2025Q3: 2,491 shares; 2025Q4: 3,549 shares; 2026Q1: 8,898 shares 8,898 $941K 0.01% +5,349 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: 11,203 shares; 2024Q4: 21,039 shares; 2025Q1: 21,404 shares; 2025Q2: 23,254 shares; 2025Q3: 23,926 shares; 2025Q4: 40,294 shares; 2026Q1: 41,167 shares 41,167 $937K 0.01% +873 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,867 shares; 2025Q4: 8,568 shares; 2026Q1: 18,750 shares 18,750 $933K 0.01% +10,182 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 5,681 shares; 2025Q3: 6,219 shares; 2025Q4: 6,546 shares; 2026Q1: 5,860 shares 5,860 $931K 0.01% -686 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,140 shares; 2025Q1: 36,592 shares; 2025Q2: 38,003 shares; 2025Q3: 45,956 shares; 2025Q4: 104,840 shares; 2026Q1: 76,114 shares 76,114 $929K 0.01% -28,726 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: 11,238 shares; 2024Q4: 11,531 shares; 2025Q1: 16,853 shares; 2025Q2: 16,891 shares; 2025Q3: 14,772 shares; 2025Q4: 13,967 shares; 2026Q1: 13,670 shares 13,670 $929K 0.01% -297 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,398 shares; 2025Q1: 4,464 shares; 2025Q2: 4,405 shares; 2025Q3: 4,020 shares; 2025Q4: 4,519 shares; 2026Q1: 11,650 shares 11,650 $921K 0.01% +7,131 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: 1,414 shares; 2025Q2: 1,502 shares; 2025Q3: 1,648 shares; 2025Q4: 3,724 shares; 2026Q1: 3,470 shares 3,470 $921K 0.01% -254 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,218 shares; 2025Q3: 10,415 shares; 2025Q4: 11,406 shares; 2026Q1: 17,354 shares 17,354 $916K 0.01% +5,948 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,683 shares; 2026Q1: 36,683 shares 36,683 $916K 0.01% 0 Timeline ROBT 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: 4,003 shares; 2025Q4: 17,420 shares; 2026Q1: 19,798 shares 19,798 $914K 0.01% +2,378 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,969 shares; 2024Q4: 13,138 shares; 2025Q1: 16,857 shares; 2025Q2: 20,698 shares; 2025Q3: 20,944 shares; 2025Q4: 18,037 shares; 2026Q1: 16,515 shares 16,515 $911K 0.01% -1,522 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: 5,143 shares; 2024Q4: 4,388 shares; 2025Q1: 7,084 shares; 2025Q2: 8,281 shares; 2025Q3: 7,421 shares; 2025Q4: 11,381 shares; 2026Q1: 13,980 shares 13,980 $909K 0.01% +2,599 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: 2,720 shares; 2024Q4: 5,135 shares; 2025Q1: 5,461 shares; 2025Q2: 10,643 shares; 2025Q3: 6,619 shares; 2025Q4: 7,161 shares; 2026Q1: 6,652 shares 6,652 $903K 0.01% -509 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: 4,200 shares; 2024Q4: 4,203 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,235 shares; 2025Q4: 5,510 shares; 2026Q1: 6,203 shares 6,203 $902K 0.01% +693 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: 2,672 shares; 2024Q4: 3,287 shares; 2025Q1: 3,719 shares; 2025Q2: 3,700 shares; 2025Q3: 3,653 shares; 2025Q4: 6,491 shares; 2026Q1: 5,688 shares 5,688 $899K 0.01% -803 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 13,197 shares; 2025Q1: 13,004 shares; 2025Q2: 18,089 shares; 2025Q3: 18,573 shares; 2025Q4: 27,255 shares; 2026Q1: 25,257 shares 25,257 $897K 0.01% -1,998 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 52,340 shares; 2025Q3: 98,655 shares; 2025Q4: 115,376 shares; 2026Q1: 130,523 shares 130,523 $894K 0.01% +15,147 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,389 shares; 2025Q1: 4,181 shares; 2025Q2: 4,260 shares; 2025Q3: 4,194 shares; 2025Q4: 4,103 shares; 2026Q1: 4,510 shares 4,510 $894K 0.01% +407 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,347 shares; 2024Q4: 10,320 shares; 2025Q1: 14,597 shares; 2025Q2: 13,339 shares; 2025Q3: 14,899 shares; 2025Q4: 24,021 shares; 2026Q1: 25,795 shares 25,795 $888K 0.01% +1,774 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,613 shares; 2024Q4: 65,494 shares; 2025Q1: 61,713 shares; 2025Q2: 59,951 shares; 2025Q3: 25,295 shares; 2025Q4: 36,003 shares; 2026Q1: 32,108 shares 32,108 $886K 0.01% -3,895 Timeline EIPX 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: 26,790 shares; 2026Q1: 27,532 shares 27,532 $885K 0.01% +742 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,594 shares; 2025Q1: 147,108 shares; 2025Q2: 155,302 shares; 2025Q3: 20,436 shares; 2025Q4: 21,636 shares; 2026Q1: 21,636 shares 21,636 $884K 0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,270 shares; 2025Q3: 15,110 shares; 2025Q4: 28,142 shares; 2026Q1: 26,400 shares 26,400 $883K 0.01% -1,742 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 3,819 shares; 2026Q1: 3,314 shares 3,314 $882K 0.01% -505 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,922 shares; 2025Q4: 21,560 shares; 2026Q1: 14,334 shares 14,334 $879K 0.01% -7,226 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: not reported; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,596 shares; 2025Q3: 2,994 shares; 2025Q4: 14,754 shares; 2026Q1: 13,261 shares 13,261 $879K 0.01% -1,493 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 6,270 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,346 shares; 2025Q4: 6,416 shares; 2026Q1: 6,976 shares 6,976 $878K 0.01% +560 Timeline SDVD 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: 11,334 shares; 2025Q2: 20,116 shares; 2025Q3: 23,212 shares; 2025Q4: 25,360 shares; 2026Q1: 40,369 shares 40,369 $876K 0.01% +15,009 Timeline SHYG 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: 13,338 shares; 2025Q4: 35,579 shares; 2026Q1: 20,622 shares 20,622 $873K 0.01% -14,957 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: not reported; 2024Q4: not reported; 2025Q1: 1,782 shares; 2025Q2: 5,107 shares; 2025Q3: 2,451 shares; 2025Q4: 3,909 shares; 2026Q1: 4,184 shares 4,184 $872K 0.01% +275 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 2,509 shares; 2025Q3: 2,744 shares; 2025Q4: 3,296 shares; 2026Q1: 3,266 shares 3,266 $872K 0.01% -30 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: 2,758 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,726 shares; 2025Q3: 8,000 shares; 2025Q4: 8,760 shares; 2026Q1: 8,614 shares 8,614 $871K 0.01% -146 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,405 shares; 2026Q1: 11,652 shares 11,652 $869K 0.01% +1,247 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares; 2026Q1: 10,243 shares 10,243 $867K 0.01% +919 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 16,974 shares; 2025Q1: 16,499 shares; 2025Q2: 9,383 shares; 2025Q3: 8,977 shares; 2025Q4: 9,298 shares; 2026Q1: 9,375 shares 9,375 $866K 0.01% +77 Timeline SYSB 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: 9,727 shares 9,727 $866K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 20,512 shares; 2025Q1: 33,537 shares; 2025Q2: 36,658 shares; 2025Q3: 34,145 shares; 2025Q4: 55,134 shares; 2026Q1: 40,826 shares 40,826 $864K 0.01% -14,308 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE 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: not reported; 2025Q3: 4,155 shares; 2025Q4: 9,690 shares; 2026Q1: 22,302 shares 22,302 $860K 0.01% +12,612 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: not reported; 2026Q1: 7,125 shares 7,125 $859K 0.01% new Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,211 shares 17,211 $858K 0.01% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,538 shares; 2025Q2: 8,995 shares; 2025Q3: 9,954 shares; 2025Q4: 22,076 shares; 2026Q1: 15,091 shares 15,091 $857K 0.01% -6,985 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: not reported; 2025Q1: 3,591 shares; 2025Q2: 4,902 shares; 2025Q3: 5,102 shares; 2025Q4: 6,173 shares; 2026Q1: 7,134 shares 7,134 $856K 0.01% +961 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,316 shares; 2024Q4: 15,255 shares; 2025Q1: 15,511 shares; 2025Q2: 15,188 shares; 2025Q3: 20,595 shares; 2025Q4: 40,406 shares; 2026Q1: 41,188 shares 41,188 $856K 0.01% +782 Timeline DGJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,455 shares 28,455 $850K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,531 shares; 2025Q1: 4,663 shares; 2025Q2: 4,729 shares; 2025Q3: 4,612 shares; 2025Q4: 4,492 shares; 2026Q1: 3,764 shares 3,764 $848K 0.01% -728 Timeline RWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares; 2026Q1: 18,464 shares 18,464 $845K 0.01% +1,003 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: 9,280 shares; 2024Q4: 10,743 shares; 2025Q1: 11,986 shares; 2025Q2: 12,246 shares; 2025Q3: 12,077 shares; 2025Q4: 13,183 shares; 2026Q1: 17,201 shares 17,201 $843K 0.01% +4,018 Timeline IWS 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: 1,625 shares; 2024Q4: 1,599 shares; 2025Q1: 1,590 shares; 2025Q2: 2,888 shares; 2025Q3: 3,401 shares; 2025Q4: 5,344 shares; 2026Q1: 5,774 shares 5,774 $842K 0.01% +430 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,263 shares; 2025Q4: 3,930 shares; 2026Q1: 5,141 shares 5,141 $841K 0.01% +1,211 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,719 shares; 2025Q1: 6,563 shares; 2025Q2: 6,774 shares; 2025Q3: 6,792 shares; 2025Q4: 6,912 shares; 2026Q1: 7,341 shares 7,341 $839K 0.01% +429 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 9,718 shares; 2025Q4: 22,258 shares; 2026Q1: 15,386 shares 15,386 $837K 0.01% -6,872 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: 7,466 shares; 2024Q4: 7,563 shares; 2025Q1: 8,641 shares; 2025Q2: 9,511 shares; 2025Q3: 9,502 shares; 2025Q4: 17,367 shares; 2026Q1: 21,890 shares 21,890 $836K 0.01% +4,523 Timeline EEMA 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: 5,895 shares; 2025Q3: 6,402 shares; 2025Q4: 12,468 shares; 2026Q1: 8,734 shares 8,734 $836K 0.01% -3,734 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 5,785 shares; 2025Q1: 9,104 shares; 2025Q2: 5,325 shares; 2025Q3: 8,281 shares; 2025Q4: 14,818 shares; 2026Q1: 7,660 shares 7,660 $836K 0.01% -7,158 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,761 shares 1,761 $835K 0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,238 shares; 2024Q4: 47,318 shares; 2025Q1: 71,670 shares; 2025Q2: 89,363 shares; 2025Q3: 91,163 shares; 2025Q4: 92,663 shares; 2026Q1: 92,663 shares 92,663 $833K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,120 shares; 2026Q1: 15,072 shares 15,072 $832K 0.01% +2,952 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,734 shares; 2025Q1: 4,527 shares; 2025Q2: 4,731 shares; 2025Q3: 3,491 shares; 2025Q4: 6,180 shares; 2026Q1: 6,139 shares 6,139 $832K 0.01% -41 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,585 shares; 2025Q1: 6,626 shares; 2025Q2: 6,767 shares; 2025Q3: 6,732 shares; 2025Q4: 6,067 shares; 2026Q1: 6,578 shares 6,578 $831K 0.01% +511 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,202 shares; 2026Q1: 4,352 shares 4,352 $829K 0.01% +1,150 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,796 shares 26,796 $826K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,035 shares; 2025Q3: 4,614 shares; 2025Q4: 11,040 shares; 2026Q1: 12,575 shares 12,575 $823K 0.01% +1,535 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: 2,794 shares; 2024Q4: 2,889 shares; 2025Q1: 4,055 shares; 2025Q2: 10,154 shares; 2025Q3: 11,595 shares; 2025Q4: 15,575 shares; 2026Q1: 10,912 shares 10,912 $821K 0.01% -4,663 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,264 shares; 2025Q1: 3,447 shares; 2025Q2: 5,912 shares; 2025Q3: 5,647 shares; 2025Q4: 9,631 shares; 2026Q1: 8,784 shares 8,784 $820K 0.01% -847 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 4,731 shares; 2025Q1: 4,779 shares; 2025Q2: 4,874 shares; 2025Q3: 5,501 shares; 2025Q4: 8,242 shares; 2026Q1: 12,137 shares 12,137 $817K 0.01% +3,895 Timeline JPEF 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: 3,024 shares; 2025Q1: 4,965 shares; 2025Q2: 7,136 shares; 2025Q3: 7,317 shares; 2025Q4: 9,613 shares; 2026Q1: 11,274 shares 11,274 $810K 0.01% +1,661 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,988 shares; 2025Q3: 18,931 shares; 2025Q4: 20,086 shares; 2026Q1: 20,316 shares 20,316 $809K 0.01% +230 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,042 shares; 2025Q4: 25,206 shares; 2026Q1: 23,739 shares 23,739 $805K 0.01% -1,467 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: 29,530 shares; 2024Q4: 28,798 shares; 2025Q1: 32,778 shares; 2025Q2: 39,387 shares; 2025Q3: 47,043 shares; 2025Q4: 52,090 shares; 2026Q1: 17,728 shares 17,728 $802K 0.01% -34,362 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 14,747 shares; 2025Q4: 29,677 shares; 2026Q1: 21,857 shares 21,857 $801K 0.01% -7,820 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,179 shares; 2025Q3: 16,485 shares; 2025Q4: 69,704 shares; 2026Q1: 19,631 shares 19,631 $801K 0.01% -50,073 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,116 shares 20,116 $800K 0.01% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,812 shares 15,812 $796K 0.01% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,516 shares; 2025Q3: 14,354 shares; 2025Q4: 14,264 shares; 2026Q1: 14,264 shares 14,264 $794K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares 1,247 $792K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,282 shares; 2024Q4: 13,084 shares; 2025Q1: 13,398 shares; 2025Q2: 13,581 shares; 2025Q3: 13,028 shares; 2025Q4: 21,593 shares; 2026Q1: 13,871 shares 13,871 $792K 0.01% -7,722 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 15,935 shares; 2025Q1: 19,317 shares; 2025Q2: 19,128 shares; 2025Q3: 15,854 shares; 2025Q4: 7,383 shares; 2026Q1: 8,263 shares 8,263 $791K 0.01% +880 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,115 shares; 2025Q2: 9,618 shares; 2025Q3: 10,789 shares; 2025Q4: 24,998 shares; 2026Q1: 17,970 shares 17,970 $790K 0.01% -7,028 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,577 shares; 2025Q2: 21,479 shares; 2025Q3: 10,795 shares; 2025Q4: 10,835 shares; 2026Q1: 11,095 shares 11,095 $790K 0.01% +260 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,716 shares; 2024Q4: 43,468 shares; 2025Q1: 43,090 shares; 2025Q2: 43,090 shares; 2025Q3: 33,590 shares; 2025Q4: 39,530 shares; 2026Q1: 39,530 shares 39,530 $789K 0.01% 0 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: 452 shares; 2024Q4: 484 shares; 2025Q1: 458 shares; 2025Q2: 433 shares; 2025Q3: 448 shares; 2025Q4: 1,480 shares; 2026Q1: 1,461 shares 1,461 $787K 0.01% -19 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: 929 shares; 2024Q4: 908 shares; 2025Q1: 1,495 shares; 2025Q2: 1,691 shares; 2025Q3: 1,573 shares; 2025Q4: 2,033 shares; 2026Q1: 1,983 shares 1,983 $786K 0.01% -50 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 19,139 shares; 2025Q1: 8,008 shares; 2025Q2: 4,157 shares; 2025Q3: 3,873 shares; 2025Q4: 5,356 shares; 2026Q1: 4,945 shares 4,945 $786K 0.01% -411 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,782 shares; 2026Q1: 41,847 shares 41,847 $785K 0.01% -4,935 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,699 shares; 2025Q3: 3,180 shares; 2025Q4: 7,990 shares; 2026Q1: 8,593 shares 8,593 $782K 0.01% +603 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,009 shares 8,009 $780K 0.01% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,327 shares 9,327 $779K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,851 shares; 2026Q1: 10,224 shares 10,224 $779K 0.01% +373 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,830 shares; 2025Q4: 5,083 shares; 2026Q1: 14,572 shares 14,572 $778K 0.01% +9,489 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: not reported; 2024Q4: 2,037 shares; 2025Q1: not reported; 2025Q2: 3,375 shares; 2025Q3: 3,512 shares; 2025Q4: 8,440 shares; 2026Q1: 7,594 shares 7,594 $778K 0.01% -846 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 4,860 shares; 2026Q1: 3,791 shares 3,791 $777K 0.01% -1,069 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,747 shares 27,747 $777K 0.01% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,605 shares 18,605 $776K 0.01% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,548 shares; 2026Q1: 30,771 shares 30,771 $774K 0.01% +12,223 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 9,484 shares; 2025Q1: 9,703 shares; 2025Q2: 9,847 shares; 2025Q3: 9,427 shares; 2025Q4: 17,628 shares; 2026Q1: 21,028 shares 21,028 $773K 0.01% +3,400 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,054 shares; 2024Q4: 13,628 shares; 2025Q1: 55,105 shares; 2025Q2: 60,368 shares; 2025Q3: 51,979 shares; 2025Q4: 50,435 shares; 2026Q1: 70,663 shares 70,663 $769K 0.01% +20,228 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,443 shares; 2024Q4: 27,443 shares; 2025Q1: 28,069 shares; 2025Q2: 28,069 shares; 2025Q3: 27,569 shares; 2025Q4: 15,716 shares; 2026Q1: 70,017 shares 70,017 $769K 0.01% +54,301 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 9,199 shares; 2025Q1: 9,945 shares; 2025Q2: 9,661 shares; 2025Q3: 11,512 shares; 2025Q4: 15,126 shares; 2026Q1: 11,744 shares 11,744 $766K 0.01% -3,382 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,006 shares; 2025Q4: 6,353 shares; 2026Q1: 15,180 shares 15,180 $765K 0.01% +8,827 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: 14,998 shares; 2024Q4: 14,998 shares; 2025Q1: 13,538 shares; 2025Q2: 13,538 shares; 2025Q3: 13,538 shares; 2025Q4: 16,032 shares; 2026Q1: 16,560 shares 16,560 $765K 0.01% +528 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 3,776 shares; 2025Q1: 7,003 shares; 2025Q2: 6,748 shares; 2025Q3: 5,975 shares; 2025Q4: 5,916 shares; 2026Q1: 6,908 shares 6,908 $762K 0.01% +992 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly 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: 34,450 shares 34,450 $760K 0.01% new Timeline PRCH PORCH GROUP INC More: the full row for PORCH 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: not reported; 2025Q4: not reported; 2026Q1: 105,862 shares 105,862 $759K 0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 27,520 shares; 2025Q1: 27,810 shares; 2025Q2: 18,694 shares; 2025Q3: 14,375 shares; 2025Q4: 18,747 shares; 2026Q1: 15,964 shares 15,964 $759K 0.01% -2,783 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,375 shares; 2025Q1: 2,966 shares; 2025Q2: 2,583 shares; 2025Q3: 2,557 shares; 2025Q4: 3,582 shares; 2026Q1: 3,995 shares 3,995 $758K 0.01% +413 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,384 shares; 2025Q2: 2,775 shares; 2025Q3: 2,909 shares; 2025Q4: 3,928 shares; 2026Q1: 4,092 shares 4,092 $757K 0.01% +164 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: 1,812 shares; 2024Q4: 1,787 shares; 2025Q1: 1,768 shares; 2025Q2: 1,835 shares; 2025Q3: 3,561 shares; 2025Q4: 11,969 shares; 2026Q1: 2,846 shares 2,846 $756K 0.01% -9,123 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 3,070 shares; 2025Q3: 3,534 shares; 2025Q4: 8,270 shares; 2026Q1: 8,269 shares 8,269 $756K 0.01% -1 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL 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: 8,354 shares; 2026Q1: 7,880 shares 7,880 $755K 0.01% -474 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,981 shares; 2024Q4: 56,244 shares; 2025Q1: 60,428 shares; 2025Q2: 52,372 shares; 2025Q3: 55,756 shares; 2025Q4: 51,075 shares; 2026Q1: 65,659 shares 65,659 $755K 0.01% +14,584 Timeline