NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,648 shares; 2025Q2: 5,170 shares; 2025Q3: 5,631 shares; 2025Q4: 10,744 shares; 2026Q1: 8,032 shares 8,032 $755K 0.01% -2,712 Timeline FIIG 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: 10,403 shares; 2025Q2: 500,123 shares; 2025Q3: 312,150 shares; 2025Q4: 670,866 shares; 2026Q1: 36,278 shares 36,278 $753K 0.01% -634,588 Timeline EPS 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: 6,584 shares; 2025Q1: 44,774 shares; 2025Q2: 37,643 shares; 2025Q3: 38,303 shares; 2025Q4: 35,461 shares; 2026Q1: 11,036 shares 11,036 $752K 0.01% -24,425 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 5,113 shares; 2025Q3: 5,284 shares; 2025Q4: 11,372 shares; 2026Q1: 12,446 shares 12,446 $751K 0.01% +1,074 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,321 shares; 2025Q2: 7,700 shares; 2025Q3: 8,173 shares; 2025Q4: 9,286 shares; 2026Q1: 11,346 shares 11,346 $749K 0.01% +2,060 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,138 shares; 2025Q2: 6,981 shares; 2025Q3: 5,393 shares; 2025Q4: 18,987 shares; 2026Q1: 14,602 shares 14,602 $744K 0.01% -4,385 Timeline ESGD 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: 3,005 shares; 2025Q3: 2,911 shares; 2025Q4: 4,088 shares; 2026Q1: 7,780 shares 7,780 $744K 0.01% +3,692 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,381 shares; 2025Q1: 9,818 shares; 2025Q2: 10,009 shares; 2025Q3: 9,523 shares; 2025Q4: 16,903 shares; 2026Q1: 16,578 shares 16,578 $744K 0.01% -325 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,911 shares; 2025Q1: 7,059 shares; 2025Q2: 9,654 shares; 2025Q3: 7,471 shares; 2025Q4: 9,766 shares; 2026Q1: 14,731 shares 14,731 $743K 0.01% +4,965 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,688 shares; 2025Q1: 3,717 shares; 2025Q2: 4,494 shares; 2025Q3: 5,599 shares; 2025Q4: 6,117 shares; 2026Q1: 8,799 shares 8,799 $743K 0.01% +2,682 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 2,810 shares; 2025Q1: 10,954 shares; 2025Q2: 4,654 shares; 2025Q3: 4,251 shares; 2025Q4: 4,927 shares; 2026Q1: 8,065 shares 8,065 $743K 0.01% +3,138 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 5,165 shares; 2025Q1: 4,801 shares; 2025Q2: 5,228 shares; 2025Q3: 5,218 shares; 2025Q4: 5,313 shares; 2026Q1: 6,943 shares 6,943 $742K 0.01% +1,630 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,705 shares; 2025Q4: 81,966 shares; 2026Q1: 59,634 shares 59,634 $741K 0.01% -22,332 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,353 shares; 2025Q4: 20,546 shares; 2026Q1: 20,231 shares 20,231 $738K 0.01% -315 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 6,407 shares 6,407 $736K 0.01% +2,118 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,231 shares; 2025Q3: 35,239 shares; 2025Q4: 30,270 shares; 2026Q1: 28,876 shares 28,876 $736K 0.01% -1,394 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 3,523 shares; 2025Q1: 5,990 shares; 2025Q2: 8,123 shares; 2025Q3: 7,242 shares; 2025Q4: 11,096 shares; 2026Q1: 9,350 shares 9,350 $735K 0.01% -1,746 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,987 shares; 2025Q1: 15,758 shares; 2025Q2: 16,918 shares; 2025Q3: 6,258 shares; 2025Q4: 7,248 shares; 2026Q1: 5,881 shares 5,881 $734K 0.01% -1,367 Timeline PPA 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: 2,096 shares; 2024Q4: not reported; 2025Q1: 3,633 shares; 2025Q2: 3,455 shares; 2025Q3: 3,364 shares; 2025Q4: 3,682 shares; 2026Q1: 4,428 shares 4,428 $734K 0.01% +746 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,983 shares; 2025Q4: 16,409 shares; 2026Q1: 16,409 shares 16,409 $732K 0.01% 0 Timeline JGRO 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: 2,913 shares; 2026Q1: 8,579 shares 8,579 $725K 0.01% +5,666 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,511 shares; 2026Q1: 42,101 shares 42,101 $721K 0.01% +1,590 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 41,905 shares; 2025Q1: 62,760 shares; 2025Q2: 73,310 shares; 2025Q3: 22,312 shares; 2025Q4: 25,632 shares; 2026Q1: 26,378 shares 26,378 $721K 0.01% +746 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,831 shares; 2025Q3: 25,897 shares; 2025Q4: 31,919 shares; 2026Q1: 86,863 shares 86,863 $717K 0.01% +54,944 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 2,602 shares; 2025Q4: 11,249 shares; 2026Q1: 9,705 shares 9,705 $717K 0.01% -1,544 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,061 shares; 2025Q1: 6,081 shares; 2025Q2: 6,150 shares; 2025Q3: 6,250 shares; 2025Q4: 9,947 shares; 2026Q1: 17,408 shares 17,408 $717K 0.01% +7,461 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,054 shares; 2024Q4: 7,524 shares; 2025Q1: 8,930 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 14,469 shares; 2026Q1: 15,394 shares 15,394 $716K 0.01% +925 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,407 shares; 2026Q1: 10,407 shares 10,407 $709K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,909 shares; 2026Q1: 13,416 shares 13,416 $708K 0.01% -7,493 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,944 shares; 2025Q1: 7,962 shares; 2025Q2: 8,895 shares; 2025Q3: 9,031 shares; 2025Q4: 9,995 shares; 2026Q1: 10,092 shares 10,092 $707K 0.01% +97 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares 3,627 $706K 0.01% new Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: 5,562 shares; 2025Q3: 6,285 shares; 2025Q4: 14,297 shares; 2026Q1: 10,161 shares 10,161 $705K 0.01% -4,136 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,231 shares; 2025Q3: 12,903 shares; 2025Q4: 13,093 shares; 2026Q1: 9,538 shares 9,538 $705K 0.01% -3,555 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to 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: 39,529 shares; 2026Q1: 51,859 shares 51,859 $704K 0.01% +12,330 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 8,230 shares; 2025Q1: 8,235 shares; 2025Q2: 8,248 shares; 2025Q3: 8,127 shares; 2025Q4: 8,836 shares; 2026Q1: 9,013 shares 9,013 $703K 0.01% +177 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 21,700 shares; 2025Q4: 20,400 shares; 2026Q1: 20,400 shares 20,400 $701K 0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 3,226 shares; 2025Q3: 3,337 shares; 2025Q4: 3,352 shares; 2026Q1: 4,358 shares 4,358 $699K 0.01% +1,006 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,117 shares; 2025Q2: 5,410 shares; 2025Q3: 5,635 shares; 2025Q4: 12,232 shares; 2026Q1: 8,216 shares 8,216 $699K 0.01% -4,016 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,760 shares; 2025Q4: not reported; 2026Q1: 41,102 shares 41,102 $698K 0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,533 shares; 2024Q4: 68,279 shares; 2025Q1: 84,404 shares; 2025Q2: 84,404 shares; 2025Q3: 103,179 shares; 2025Q4: 113,191 shares; 2026Q1: 125,762 shares 125,762 $698K 0.01% +12,571 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,114 shares; 2026Q1: 15,695 shares 15,695 $697K 0.01% -1,419 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,604 shares; 2025Q1: 4,613 shares; 2025Q2: 4,625 shares; 2025Q3: 4,638 shares; 2025Q4: 4,648 shares; 2026Q1: 11,146 shares 11,146 $696K 0.01% +6,498 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,803 shares; 2025Q3: 2,802 shares; 2025Q4: 7,498 shares; 2026Q1: 7,360 shares 7,360 $696K 0.01% -138 Timeline FELC 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: 9,578 shares; 2025Q2: 15,209 shares; 2025Q3: 15,392 shares; 2025Q4: 15,314 shares; 2026Q1: 19,168 shares 19,168 $695K 0.01% +3,854 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,630 shares; 2025Q1: not reported; 2025Q2: 12,229 shares; 2025Q3: 13,123 shares; 2025Q4: 13,836 shares; 2026Q1: 14,657 shares 14,657 $694K 0.01% +821 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 8,003 shares; 2025Q3: 4,674 shares; 2025Q4: 6,124 shares; 2026Q1: 6,928 shares 6,928 $694K 0.01% +804 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,322 shares 23,322 $693K 0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,773 shares; 2025Q4: 5,851 shares; 2026Q1: 5,793 shares 5,793 $692K 0.01% -58 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 5,119 shares; 2025Q4: 12,616 shares; 2026Q1: 9,849 shares 9,849 $692K 0.01% -2,767 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 5,096 shares; 2025Q4: 11,246 shares; 2026Q1: 15,222 shares 15,222 $692K 0.01% +3,976 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 877 shares; 2025Q1: 1,958 shares; 2025Q2: 2,590 shares; 2025Q3: 2,849 shares; 2025Q4: 1,720 shares; 2026Q1: 1,629 shares 1,629 $692K 0.01% -91 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,877 shares; 2025Q2: 7,787 shares; 2025Q3: 8,039 shares; 2025Q4: 15,934 shares; 2026Q1: 20,874 shares 20,874 $692K 0.01% +4,940 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 2,754 shares; 2026Q1: 2,060 shares 2,060 $687K 0.01% -694 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,624 shares; 2024Q4: 21,347 shares; 2025Q1: 20,060 shares; 2025Q2: 12,953 shares; 2025Q3: not reported; 2025Q4: 10,210 shares; 2026Q1: 9,744 shares 9,744 $686K 0.01% -466 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 12,826 shares; 2025Q1: 9,900 shares; 2025Q2: 18,170 shares; 2025Q3: 17,969 shares; 2025Q4: 23,909 shares; 2026Q1: 27,645 shares 27,645 $686K 0.01% +3,736 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 10,707 shares; 2025Q1: 12,106 shares; 2025Q2: 12,100 shares; 2025Q3: 11,287 shares; 2025Q4: 15,811 shares; 2026Q1: 12,815 shares 12,815 $684K 0.01% -2,996 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 6,202 shares; 2025Q1: 6,242 shares; 2025Q2: 5,919 shares; 2025Q3: 5,494 shares; 2025Q4: 5,517 shares; 2026Q1: 4,779 shares 4,779 $683K 0.01% -738 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 13,842 shares; 2025Q1: 13,442 shares; 2025Q2: 8,286 shares; 2025Q3: 8,654 shares; 2025Q4: 14,757 shares; 2026Q1: 6,980 shares 6,980 $682K 0.01% -7,777 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,818 shares; 2024Q4: 25,646 shares; 2025Q1: 26,448 shares; 2025Q2: 23,412 shares; 2025Q3: 21,391 shares; 2025Q4: 132,833 shares; 2026Q1: 24,825 shares 24,825 $682K 0.01% -108,008 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,404 shares; 2026Q1: 12,886 shares 12,886 $681K 0.01% -16,518 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 3,838 shares; 2025Q1: 4,297 shares; 2025Q2: 4,453 shares; 2025Q3: 4,770 shares; 2025Q4: 18,849 shares; 2026Q1: 7,298 shares 7,298 $681K 0.01% -11,551 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 38,615 shares 38,615 $680K 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,609 shares; 2026Q1: 36,451 shares 36,451 $679K 0.01% -25,158 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,448 shares; 2025Q3: 1,456 shares; 2025Q4: 2,197 shares; 2026Q1: 1,996 shares 1,996 $676K 0.01% -201 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,177 shares 13,177 $672K 0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,117 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 2,043 shares; 2026Q1: 2,298 shares 2,298 $668K 0.01% +255 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,393 shares; 2025Q1: 5,934 shares; 2025Q2: 5,457 shares; 2025Q3: 5,522 shares; 2025Q4: 7,411 shares; 2026Q1: 6,504 shares 6,504 $664K 0.01% -907 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,060 shares; 2025Q1: 5,711 shares; 2025Q2: 6,714 shares; 2025Q3: 6,328 shares; 2025Q4: 8,899 shares; 2026Q1: 8,167 shares 8,167 $664K 0.01% -732 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,149 shares; 2025Q2: 10,134 shares; 2025Q3: 11,164 shares; 2025Q4: 15,083 shares; 2026Q1: 16,987 shares 16,987 $664K 0.01% +1,904 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,051 shares; 2025Q3: 939 shares; 2025Q4: 1,640 shares; 2026Q1: 1,428 shares 1,428 $663K 0.01% -212 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 3,836 shares; 2025Q4: 3,797 shares; 2026Q1: 3,815 shares 3,815 $662K 0.01% +18 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 17,083 shares; 2025Q1: 14,920 shares; 2025Q2: 16,776 shares; 2025Q3: 14,031 shares; 2025Q4: 11,838 shares; 2026Q1: 12,496 shares 12,496 $662K 0.01% +658 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,348 shares; 2025Q2: 12,348 shares; 2025Q3: 12,348 shares; 2025Q4: 15,510 shares; 2026Q1: 15,510 shares 15,510 $662K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,842 shares; 2024Q4: 27,863 shares; 2025Q1: 27,839 shares; 2025Q2: 27,664 shares; 2025Q3: 27,859 shares; 2025Q4: 29,431 shares; 2026Q1: 29,615 shares 29,615 $661K 0.01% +184 Timeline FIW 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: 3,054 shares; 2025Q2: 3,488 shares; 2025Q3: 3,906 shares; 2025Q4: 4,962 shares; 2026Q1: 6,361 shares 6,361 $656K 0.01% +1,399 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 2,318 shares; 2025Q4: 8,996 shares; 2026Q1: 7,846 shares 7,846 $656K 0.01% -1,150 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,881 shares; 2025Q2: 14,419 shares; 2025Q3: 16,200 shares; 2025Q4: 43,457 shares; 2026Q1: 29,405 shares 29,405 $655K 0.01% -14,052 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960 shares 960 $654K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,505 shares; 2025Q1: 6,480 shares; 2025Q2: 8,529 shares; 2025Q3: 7,635 shares; 2025Q4: 10,752 shares; 2026Q1: 9,179 shares 9,179 $653K 0.01% -1,573 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,543 shares 14,543 $647K 0.01% new Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 1,806 shares; 2025Q3: not reported; 2025Q4: 5,584 shares; 2026Q1: 4,870 shares 4,870 $647K 0.01% -714 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,952 shares 12,952 $646K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,268 shares; 2025Q3: 16,636 shares; 2025Q4: 25,198 shares; 2026Q1: 29,781 shares 29,781 $645K 0.01% +4,583 Timeline IDEV 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: 4,670 shares; 2025Q2: 3,651 shares; 2025Q3: 3,843 shares; 2025Q4: 8,082 shares; 2026Q1: 7,698 shares 7,698 $643K 0.01% -384 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 2,916 shares; 2025Q1: 2,850 shares; 2025Q2: 2,827 shares; 2025Q3: 2,661 shares; 2025Q4: 4,574 shares; 2026Q1: 4,524 shares 4,524 $643K 0.01% -50 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 17,743 shares; 2026Q1: 18,754 shares 18,754 $643K 0.01% +1,011 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,340 shares; 2026Q1: 6,885 shares 6,885 $642K 0.01% +1,545 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,254 shares; 2025Q4: 7,796 shares; 2026Q1: 5,974 shares 5,974 $633K 0.01% -1,822 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,166 shares; 2025Q4: 5,979 shares; 2026Q1: 12,200 shares 12,200 $632K 0.01% +6,221 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,057 shares; 2025Q2: 7,422 shares; 2025Q3: 8,478 shares; 2025Q4: 18,071 shares; 2026Q1: 13,733 shares 13,733 $630K 0.01% -4,338 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,267 shares; 2025Q1: 5,068 shares; 2025Q2: 4,410 shares; 2025Q3: 4,272 shares; 2025Q4: 6,091 shares; 2026Q1: 6,641 shares 6,641 $628K 0.01% +550 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,460 shares 16,460 $627K 0.01% new Timeline PWS 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: 30,420 shares; 2024Q4: 30,420 shares; 2025Q1: 29,628 shares; 2025Q2: 21,278 shares; 2025Q3: 20,670 shares; 2025Q4: 19,995 shares; 2026Q1: 19,584 shares 19,584 $627K 0.01% -411 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 3,157 shares; 2025Q3: 3,116 shares; 2025Q4: 2,810 shares; 2026Q1: 3,208 shares 3,208 $627K 0.01% +398 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,808 shares; 2025Q1: 5,263 shares; 2025Q2: 9,422 shares; 2025Q3: 7,280 shares; 2025Q4: 7,065 shares; 2026Q1: 11,819 shares 11,819 $624K 0.01% +4,754 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,320 shares; 2025Q3: 10,099 shares; 2025Q4: 11,204 shares; 2026Q1: 24,774 shares 24,774 $622K 0.01% +13,570 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 14,815 shares; 2025Q1: 16,791 shares; 2025Q2: 17,256 shares; 2025Q3: 16,169 shares; 2025Q4: 16,218 shares; 2026Q1: 16,576 shares 16,576 $621K 0.01% +358 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 19,045 shares; 2025Q1: 23,645 shares; 2025Q2: 26,595 shares; 2025Q3: 33,470 shares; 2025Q4: 28,870 shares; 2026Q1: 41,120 shares 41,120 $619K 0.01% +12,250 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 5,724 shares; 2025Q3: not reported; 2025Q4: 20,538 shares; 2026Q1: 20,963 shares 20,963 $616K 0.01% +425 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 10,117 shares; 2025Q1: 11,218 shares; 2025Q2: 27,879 shares; 2025Q3: 32,299 shares; 2025Q4: 33,680 shares; 2026Q1: 37,391 shares 37,391 $614K 0.01% +3,711 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 9,235 shares; 2025Q3: 9,235 shares; 2025Q4: 9,470 shares; 2026Q1: 9,156 shares 9,156 $613K 0.01% -314 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 5,128 shares; 2026Q1: 4,282 shares 4,282 $611K 0.01% -846 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,866 shares; 2025Q1: 4,328 shares; 2025Q2: 3,707 shares; 2025Q3: 4,774 shares; 2025Q4: 9,603 shares; 2026Q1: 9,356 shares 9,356 $610K 0.01% -247 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,494 shares; 2025Q4: 2,883 shares; 2026Q1: 3,766 shares 3,766 $609K 0.01% +883 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 18,250 shares; 2025Q1: 26,518 shares; 2025Q2: 27,062 shares; 2025Q3: 30,247 shares; 2025Q4: 30,224 shares; 2026Q1: 30,269 shares 30,269 $607K 0.01% +45 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 842 shares; 2025Q1: 3,282 shares; 2025Q2: 3,419 shares; 2025Q3: 3,412 shares; 2025Q4: 1,905 shares; 2026Q1: 1,390 shares 1,390 $606K 0.01% -515 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares; 2026Q1: 2,162 shares 2,162 $603K 0.01% -954 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,092 shares; 2026Q1: 5,558 shares 5,558 $601K 0.01% +466 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,436 shares; 2025Q1: 1,820 shares; 2025Q2: 1,811 shares; 2025Q3: 1,728 shares; 2025Q4: 2,073 shares; 2026Q1: 2,908 shares 2,908 $599K 0.01% +835 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,073 shares; 2025Q2: 5,729 shares; 2025Q3: 16,029 shares; 2025Q4: 16,000 shares; 2026Q1: 13,800 shares 13,800 $598K 0.01% -2,200 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,084 shares; 2025Q2: 19,084 shares; 2025Q3: 100,859 shares; 2025Q4: 56,859 shares; 2026Q1: 94,770 shares 94,770 $598K 0.01% +37,911 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,639 shares; 2025Q1: 6,581 shares; 2025Q2: 7,366 shares; 2025Q3: 9,087 shares; 2025Q4: 9,247 shares; 2026Q1: 7,683 shares 7,683 $592K 0.01% -1,564 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,200 shares; 2025Q2: 33,500 shares; 2025Q3: 24,645 shares; 2025Q4: 24,132 shares; 2026Q1: 31,883 shares 31,883 $592K 0.01% +7,751 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 4,670 shares; 2025Q4: 11,431 shares; 2026Q1: 9,321 shares 9,321 $590K 0.01% -2,110 Timeline IPAC 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: 7,279 shares; 2025Q3: 7,705 shares; 2025Q4: 7,705 shares; 2026Q1: 7,705 shares 7,705 $590K 0.01% 0 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,294 shares; 2025Q4: 13,614 shares; 2026Q1: 17,484 shares 17,484 $587K 0.01% +3,870 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $587K 0.01% new Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,381 shares; 2024Q4: 26,550 shares; 2025Q1: 26,609 shares; 2025Q2: 27,942 shares; 2025Q3: 36,307 shares; 2025Q4: 36,477 shares; 2026Q1: 38,421 shares 38,421 $585K 0.01% +1,944 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 32,782 shares; 2026Q1: 27,297 shares 27,297 $584K 0.01% -5,485 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,608 shares 109,608 $583K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 10,835 shares; 2025Q1: 13,755 shares; 2025Q2: 13,911 shares; 2025Q3: 13,277 shares; 2025Q4: 13,477 shares; 2026Q1: 12,098 shares 12,098 $580K 0.01% -1,379 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,976 shares; 2026Q1: 4,548 shares 4,548 $579K 0.01% -428 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,316 shares; 2026Q1: 11,812 shares 11,812 $576K 0.01% +2,496 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 7,109 shares; 2025Q3: 7,053 shares; 2025Q4: 11,022 shares; 2026Q1: 8,292 shares 8,292 $575K 0.01% -2,730 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares; 2026Q1: 5,893 shares 5,893 $572K 0.01% -497 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,136 shares; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,730 shares; 2026Q1: 2,277 shares 2,277 $571K 0.01% +547 Timeline HYD 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: 7,881 shares; 2024Q4: 7,881 shares; 2025Q1: 10,080 shares; 2025Q2: 12,955 shares; 2025Q3: 11,463 shares; 2025Q4: 11,119 shares; 2026Q1: 11,376 shares 11,376 $570K 0.01% +257 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,682 shares; 2025Q3: 9,639 shares; 2025Q4: 14,849 shares; 2026Q1: 13,440 shares 13,440 $570K 0.01% -1,409 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,205 shares; 2025Q2: 18,917 shares; 2025Q3: 21,664 shares; 2025Q4: 52,441 shares; 2026Q1: 38,435 shares 38,435 $570K 0.01% -14,006 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,217 shares; 2025Q2: 3,445 shares; 2025Q3: 3,850 shares; 2025Q4: 9,134 shares; 2026Q1: 6,385 shares 6,385 $570K 0.01% -2,749 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,598 shares; 2026Q1: 8,373 shares 8,373 $570K 0.01% -225 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: not reported; 2025Q1: 4,358 shares; 2025Q2: 5,084 shares; 2025Q3: 4,886 shares; 2025Q4: 6,010 shares; 2026Q1: 8,941 shares 8,941 $569K 0.01% +2,931 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 6,688 shares; 2025Q1: 6,205 shares; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 7,645 shares; 2026Q1: 9,253 shares 9,253 $568K 0.01% +1,608 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,219 shares; 2025Q3: 4,911 shares; 2025Q4: 9,596 shares; 2026Q1: 9,464 shares 9,464 $568K 0.01% -132 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,939 shares 1,939 $567K 0.01% +239 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,231 shares; 2025Q2: 4,078 shares; 2025Q3: 3,804 shares; 2025Q4: 4,043 shares; 2026Q1: 4,125 shares 4,125 $566K 0.01% +82 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,441 shares; 2025Q2: 10,055 shares; 2025Q3: 10,428 shares; 2025Q4: 10,449 shares; 2026Q1: 11,611 shares 11,611 $566K 0.01% +1,162 Timeline PJAN 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: 5,738 shares; 2025Q4: 7,966 shares; 2026Q1: 12,239 shares 12,239 $565K 0.01% +4,273 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,064 shares; 2025Q1: 965 shares; 2025Q2: 982 shares; 2025Q3: 885 shares; 2025Q4: 2,472 shares; 2026Q1: 1,873 shares 1,873 $563K 0.01% -599 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,385 shares; 2024Q4: 33,145 shares; 2025Q1: 38,520 shares; 2025Q2: 42,220 shares; 2025Q3: 45,495 shares; 2025Q4: 22,950 shares; 2026Q1: 44,475 shares 44,475 $563K 0.01% +21,525 Timeline RSPU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: 6,923 shares 6,923 $562K 0.01% +4,016 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,052 shares; 2025Q4: 10,761 shares; 2026Q1: 21,140 shares 21,140 $561K 0.01% +10,379 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 11,896 shares; 2025Q1: 7,204 shares; 2025Q2: 6,232 shares; 2025Q3: 7,690 shares; 2025Q4: 7,609 shares; 2026Q1: 6,197 shares 6,197 $561K 0.01% -1,412 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,607 shares; 2026Q1: 2,609 shares 2,609 $561K 0.01% +2 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,951 shares 23,951 $559K 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,174 shares; 2025Q4: 24,802 shares; 2026Q1: 28,743 shares 28,743 $558K 0.01% +3,941 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,784 shares; 2025Q2: 7,091 shares; 2025Q3: 5,107 shares; 2025Q4: 10,371 shares; 2026Q1: 7,280 shares 7,280 $557K 0.01% -3,091 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,392 shares; 2024Q4: 204,140 shares; 2025Q1: 201,207 shares; 2025Q2: 231,992 shares; 2025Q3: 226,725 shares; 2025Q4: 227,029 shares; 2026Q1: 50,322 shares 50,322 $557K 0.01% -176,707 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,443 shares; 2025Q1: 2,207 shares; 2025Q2: 2,788 shares; 2025Q3: 2,539 shares; 2025Q4: 3,247 shares; 2026Q1: 6,140 shares 6,140 $553K 0.01% +2,893 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,067 shares; 2025Q1: 52,222 shares; 2025Q2: 15,860 shares; 2025Q3: 15,286 shares; 2025Q4: 15,016 shares; 2026Q1: 11,402 shares 11,402 $548K 0.01% -3,614 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,410 shares; 2025Q1: 1,399 shares; 2025Q2: 1,463 shares; 2025Q3: 1,500 shares; 2025Q4: 2,009 shares; 2026Q1: 2,206 shares 2,206 $548K 0.01% +197 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,493 shares 9,493 $547K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 10,056 shares; 2025Q3: 12,385 shares; 2025Q4: 29,342 shares; 2026Q1: 36,646 shares 36,646 $546K 0.01% +7,304 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY 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: 44,626 shares; 2025Q4: 105,270 shares; 2026Q1: 75,432 shares 75,432 $545K 0.01% -29,838 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,476 shares; 2024Q4: 9,348 shares; 2025Q1: 49,475 shares; 2025Q2: 127,579 shares; 2025Q3: 125,362 shares; 2025Q4: 124,600 shares; 2026Q1: 24,247 shares 24,247 $545K 0.01% -100,353 Timeline POCT 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: 8,155 shares; 2025Q4: 11,953 shares; 2026Q1: 12,646 shares 12,646 $545K 0.01% +693 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,261 shares; 2026Q1: 5,817 shares 5,817 $544K 0.01% +556 Timeline DON 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: 5,324 shares; 2024Q4: 6,635 shares; 2025Q1: 30,239 shares; 2025Q2: 30,801 shares; 2025Q3: 32,001 shares; 2025Q4: 37,543 shares; 2026Q1: 10,349 shares 10,349 $544K 0.01% -27,194 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 16,551 shares; 2025Q1: 20,642 shares; 2025Q2: 26,728 shares; 2025Q3: 26,823 shares; 2025Q4: 26,915 shares; 2026Q1: 27,004 shares 27,004 $543K 0.01% +89 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,659 shares 22,659 $543K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 1,602 shares 1,602 $543K 0.01% +520 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,318 shares; 2026Q1: 2,317 shares 2,317 $541K 0.01% -1 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 3,566 shares; 2025Q3: 3,916 shares; 2025Q4: 7,644 shares; 2026Q1: 5,886 shares 5,886 $540K 0.01% -1,758 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,540 shares; 2024Q4: 24,128 shares; 2025Q1: 25,395 shares; 2025Q2: 28,671 shares; 2025Q3: 29,996 shares; 2025Q4: 32,863 shares; 2026Q1: 39,916 shares 39,916 $539K 0.01% +7,053 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,114 shares 13,114 $538K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,115 shares; 2026Q1: 2,714 shares 2,714 $538K 0.01% +599 Timeline GSIE 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: 15,589 shares; 2025Q2: 22,623 shares; 2025Q3: 12,695 shares; 2025Q4: 15,519 shares; 2026Q1: 12,476 shares 12,476 $538K 0.01% -3,043 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: not reported; 2025Q1: 8,599 shares; 2025Q2: 8,887 shares; 2025Q3: 8,839 shares; 2025Q4: 20,335 shares; 2026Q1: 9,847 shares 9,847 $538K 0.01% -10,488 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,458 shares; 2024Q4: 63,481 shares; 2025Q1: 66,604 shares; 2025Q2: 44,456 shares; 2025Q3: 78,855 shares; 2025Q4: 103,052 shares; 2026Q1: 103,850 shares 103,850 $538K 0.01% +798 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,205 shares; 2025Q2: 238,384 shares; 2025Q3: 238,448 shares; 2025Q4: 241,457 shares; 2026Q1: 13,624 shares 13,624 $538K 0.01% -227,833 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 6,965 shares; 2025Q1: 7,394 shares; 2025Q2: 8,194 shares; 2025Q3: 7,986 shares; 2025Q4: 8,736 shares; 2026Q1: 9,026 shares 9,026 $533K 0.01% +290 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,799 shares 10,799 $531K 0.01% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $531K 0.01% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,239 shares 10,239 $531K 0.01% new Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,752 shares; 2026Q1: 14,752 shares 14,752 $528K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,571 shares; 2025Q3: 4,238 shares; 2025Q4: 3,482 shares; 2026Q1: 4,818 shares 4,818 $528K 0.01% +1,336 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,245 shares; 2025Q4: 13,220 shares; 2026Q1: 13,220 shares 13,220 $528K 0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,432 shares; 2026Q1: 9,607 shares 9,607 $526K 0.01% +5,175 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,902 shares; 2026Q1: 23,964 shares 23,964 $526K 0.01% +1,062 Timeline EMHC 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: 20,257 shares; 2026Q1: 21,122 shares 21,122 $524K 0.01% +865 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,492 shares; 2025Q1: 3,595 shares; 2025Q2: 4,123 shares; 2025Q3: 4,125 shares; 2025Q4: 4,203 shares; 2026Q1: 3,998 shares 3,998 $524K 0.01% -205 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 2,095 shares 2,095 $524K 0.01% +420 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,744 shares; 2024Q4: 15,927 shares; 2025Q1: 16,199 shares; 2025Q2: 16,163 shares; 2025Q3: 18,809 shares; 2025Q4: 24,873 shares; 2026Q1: 23,267 shares 23,267 $523K 0.01% -1,606 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 11,788 shares; 2025Q1: 11,788 shares; 2025Q2: 11,788 shares; 2025Q3: not reported; 2025Q4: 26,067 shares; 2026Q1: 26,067 shares 26,067 $523K 0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to 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: 11,796 shares; 2026Q1: 11,727 shares 11,727 $520K 0.01% -69 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,924 shares; 2025Q1: 2,996 shares; 2025Q2: 3,340 shares; 2025Q3: 3,423 shares; 2025Q4: 4,927 shares; 2026Q1: 5,753 shares 5,753 $518K 0.01% +826 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,945 shares; 2025Q2: 33,188 shares; 2025Q3: 37,019 shares; 2025Q4: 147,412 shares; 2026Q1: 11,696 shares 11,696 $516K 0.01% -135,716 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 979 shares; 2025Q4: 1,332 shares; 2026Q1: 875 shares 875 $515K 0.01% -457 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,982 shares; 2025Q1: 11,952 shares; 2025Q2: 21,552 shares; 2025Q3: 11,952 shares; 2025Q4: 11,952 shares; 2026Q1: 11,472 shares 11,472 $512K 0.01% -480 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 16,160 shares; 2025Q1: 16,230 shares; 2025Q2: 17,016 shares; 2025Q3: 17,288 shares; 2025Q4: 17,604 shares; 2026Q1: 19,499 shares 19,499 $512K 0.01% +1,895 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,123 shares; 2026Q1: 1,507 shares 1,507 $511K 0.01% +384 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,951 shares; 2025Q1: 3,071 shares; 2025Q2: 3,296 shares; 2025Q3: 3,493 shares; 2025Q4: 6,238 shares; 2026Q1: 3,569 shares 3,569 $511K 0.01% -2,669 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 861 shares; 2025Q1: 1,370 shares; 2025Q2: 1,489 shares; 2025Q3: 1,636 shares; 2025Q4: 994 shares; 2026Q1: 907 shares 907 $509K 0.01% -87 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 799 shares; 2025Q1: 1,328 shares; 2025Q2: 1,401 shares; 2025Q3: 1,506 shares; 2025Q4: 2,808 shares; 2026Q1: 2,824 shares 2,824 $509K 0.01% +16 Timeline EIPI 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: 18,183 shares; 2025Q3: 15,772 shares; 2025Q4: 17,010 shares; 2026Q1: 22,528 shares 22,528 $507K 0.01% +5,518 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares; 2026Q1: 1,411 shares 1,411 $505K 0.01% +308 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,417 shares; 2025Q2: 5,723 shares; 2025Q3: 5,224 shares; 2025Q4: 5,218 shares; 2026Q1: 5,204 shares 5,204 $504K 0.01% -14 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,067 shares; 2025Q2: 10,650 shares; 2025Q3: 11,182 shares; 2025Q4: 20,228 shares; 2026Q1: 24,182 shares 24,182 $501K 0.01% +3,954 Timeline QSIG 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: 8,991 shares; 2025Q2: 10,827 shares; 2025Q3: 9,001 shares; 2025Q4: 9,583 shares; 2026Q1: 10,313 shares 10,313 $500K 0.01% +730 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: not reported; 2026Q1: 2,250 shares 2,250 $500K 0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,814 shares; 2025Q2: 2,578 shares; 2025Q3: 2,849 shares; 2025Q4: 6,854 shares; 2026Q1: 5,262 shares 5,262 $499K 0.01% -1,592 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,148 shares; 2025Q1: 16,368 shares; 2025Q2: 16,368 shares; 2025Q3: 16,051 shares; 2025Q4: 15,448 shares; 2026Q1: 11,608 shares 11,608 $499K 0.01% -3,840 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,523 shares; 2025Q1: 3,462 shares; 2025Q2: 3,354 shares; 2025Q3: 3,282 shares; 2025Q4: 3,214 shares; 2026Q1: 3,144 shares 3,144 $498K 0.01% -70 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,842 shares; 2025Q3: 2,864 shares; 2025Q4: 3,015 shares; 2026Q1: 3,459 shares 3,459 $496K 0.01% +444 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 7,382 shares; 2026Q1: 1,752 shares 1,752 $494K 0.01% -5,630 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,751 shares; 2025Q4: 5,811 shares; 2026Q1: 5,794 shares 5,794 $493K 0.01% -17 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,519 shares 18,519 $493K 0.01% new Timeline UCON 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: 16,985 shares; 2024Q4: 16,536 shares; 2025Q1: 18,829 shares; 2025Q2: 27,319 shares; 2025Q3: 30,406 shares; 2025Q4: 29,798 shares; 2026Q1: 19,862 shares 19,862 $492K 0.01% -9,936 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,992 shares; 2025Q2: 17,491 shares; 2025Q3: 16,714 shares; 2025Q4: 19,144 shares; 2026Q1: 18,798 shares 18,798 $490K 0.01% -346 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,819 shares; 2025Q4: 4,338 shares; 2026Q1: 3,167 shares 3,167 $490K 0.01% -1,171 Timeline XAR 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: 1,199 shares; 2025Q3: 1,378 shares; 2025Q4: 1,450 shares; 2026Q1: 1,920 shares 1,920 $488K 0.01% +470 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 8,921 shares; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,921 shares; 2025Q4: 17,842 shares; 2026Q1: 8,921 shares 8,921 $487K 0.01% -8,921 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 1,431 shares; 2026Q1: 1,491 shares 1,491 $486K 0.01% +60 Timeline DFAE 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: 7,121 shares; 2025Q4: 12,022 shares; 2026Q1: 14,267 shares 14,267 $483K 0.01% +2,245 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,291 shares; 2026Q1: 3,393 shares 3,393 $482K 0.01% -898 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,930 shares; 2025Q2: 124,271 shares; 2025Q3: 102,575 shares; 2025Q4: 103,321 shares; 2026Q1: 9,026 shares 9,026 $482K 0.01% -94,295 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,680 shares; 2025Q1: 2,277 shares; 2025Q2: 3,144 shares; 2025Q3: 2,895 shares; 2025Q4: 2,812 shares; 2026Q1: 3,054 shares 3,054 $481K 0.01% +242 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,692 shares; 2025Q3: 12,427 shares; 2025Q4: 11,904 shares; 2026Q1: 11,516 shares 11,516 $479K 0.01% -388 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,206 shares; 2025Q3: 24,524 shares; 2025Q4: 24,430 shares; 2026Q1: 11,711 shares 11,711 $478K 0.01% -12,719 Timeline PTMC 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: 12,026 shares; 2024Q4: 12,026 shares; 2025Q1: 11,793 shares; 2025Q2: 11,765 shares; 2025Q3: 11,533 shares; 2025Q4: 13,054 shares; 2026Q1: 13,054 shares 13,054 $477K 0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,884 shares; 2025Q3: 2,145 shares; 2025Q4: 2,275 shares; 2026Q1: 2,419 shares 2,419 $477K 0.01% +144 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,019 shares; 2025Q2: 2,875 shares; 2025Q3: 3,751 shares; 2025Q4: 4,394 shares; 2026Q1: 2,309 shares 2,309 $476K 0.01% -2,085 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,133 shares; 2025Q2: 6,210 shares; 2025Q3: 8,000 shares; 2025Q4: 17,207 shares; 2026Q1: 12,880 shares 12,880 $476K 0.01% -4,327 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to 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: 87,906 shares 87,906 $476K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 222 shares; 2026Q1: 252 shares 252 $475K 0.01% +30 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 13,054 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 26,108 shares; 2026Q1: 13,054 shares 13,054 $473K 0.01% -13,054 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,630 shares; 2025Q3: 10,888 shares; 2025Q4: 10,442 shares; 2026Q1: 10,372 shares 10,372 $472K 0.01% -70 Timeline RYLD 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: 37,600 shares; 2025Q2: 46,912 shares; 2025Q3: 43,381 shares; 2025Q4: 35,959 shares; 2026Q1: 31,513 shares 31,513 $471K 0.01% -4,446 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,150 shares; 2025Q4: 33,150 shares; 2026Q1: 51,650 shares 51,650 $470K 0.01% +18,500 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,026 shares; 2026Q1: 18,326 shares 18,326 $470K 0.01% +3,300 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 5,027 shares; 2025Q1: 5,306 shares; 2025Q2: 5,425 shares; 2025Q3: 5,335 shares; 2025Q4: 5,683 shares; 2026Q1: 2,162 shares 2,162 $469K 0.01% -3,521 Timeline BRTR 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: not reported; 2025Q4: 4,276 shares; 2026Q1: 9,329 shares 9,329 $468K 0.01% +5,053 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,290 shares; 2024Q4: 53,247 shares; 2025Q1: 53,167 shares; 2025Q2: 53,199 shares; 2025Q3: 55,784 shares; 2025Q4: 49,181 shares; 2026Q1: 45,981 shares 45,981 $468K 0.01% -3,200 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,552 shares; 2025Q4: 8,852 shares; 2026Q1: 11,170 shares 11,170 $467K 0.01% +2,318 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,070 shares; 2025Q3: 28,070 shares; 2025Q4: 30,270 shares; 2026Q1: 31,524 shares 31,524 $467K 0.01% +1,254 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,171 shares; 2025Q1: 1,155 shares; 2025Q2: 1,089 shares; 2025Q3: 1,030 shares; 2025Q4: 1,506 shares; 2026Q1: 1,362 shares 1,362 $465K 0.01% -144 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 6,390 shares; 2025Q1: 9,377 shares; 2025Q2: 2,400 shares; 2025Q3: 2,186 shares; 2025Q4: 2,253 shares; 2026Q1: 3,883 shares 3,883 $461K 0.01% +1,630 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,996 shares; 2025Q1: 8,455 shares; 2025Q2: 8,962 shares; 2025Q3: 14,387 shares; 2025Q4: 25,562 shares; 2026Q1: 15,103 shares 15,103 $460K 0.01% -10,459 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares; 2026Q1: 4,296 shares 4,296 $459K 0.01% -334 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 1,399 shares; 2026Q1: 1,579 shares 1,579 $458K 0.01% +180 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 1,874 shares; 2025Q1: 12,502 shares; 2025Q2: 22,253 shares; 2025Q3: 18,899 shares; 2025Q4: 1,692 shares; 2026Q1: 2,887 shares 2,887 $458K 0.01% +1,195 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 51,070 shares; 2025Q1: 51,070 shares; 2025Q2: 51,070 shares; 2025Q3: 51,070 shares; 2025Q4: 51,070 shares; 2026Q1: 52,261 shares 52,261 $457K <0.01% +1,191 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,846 shares; 2025Q2: 4,200 shares; 2025Q3: 4,323 shares; 2025Q4: 4,700 shares; 2026Q1: 5,037 shares 5,037 $457K <0.01% +337 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,024 shares; 2026Q1: 6,436 shares 6,436 $456K <0.01% +2,412 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,751 shares; 2024Q4: 26,337 shares; 2025Q1: 28,238 shares; 2025Q2: 29,124 shares; 2025Q3: 38,039 shares; 2025Q4: 38,039 shares; 2026Q1: 40,874 shares 40,874 $456K <0.01% +2,835 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,328 shares; 2025Q1: 17,784 shares; 2025Q2: 26,549 shares; 2025Q3: 26,549 shares; 2025Q4: 26,549 shares; 2026Q1: 26,549 shares 26,549 $455K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,153 shares; 2025Q1: 3,153 shares; 2025Q2: 3,153 shares; 2025Q3: 3,209 shares; 2025Q4: 3,253 shares; 2026Q1: 3,549 shares 3,549 $454K <0.01% +296 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,116 shares; 2026Q1: 5,206 shares 5,206 $454K <0.01% -910 Timeline XHYI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,982 shares; 2025Q3: 14,449 shares; 2025Q4: 27,380 shares; 2026Q1: 12,120 shares 12,120 $453K <0.01% -15,260 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 26,351 shares; 2025Q1: 27,051 shares; 2025Q2: 31,581 shares; 2025Q3: 31,581 shares; 2025Q4: 31,581 shares; 2026Q1: 31,581 shares 31,581 $453K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,440 shares; 2025Q1: 5,600 shares; 2025Q2: 5,779 shares; 2025Q3: 5,881 shares; 2025Q4: 8,197 shares; 2026Q1: 5,771 shares 5,771 $453K <0.01% -2,426 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 832 shares 832 $452K <0.01% +240 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 10,277 shares; 2025Q3: 6,859 shares; 2025Q4: 8,493 shares; 2026Q1: 3,667 shares 3,667 $452K <0.01% -4,826 Timeline XHYF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,147 shares; 2025Q3: 14,578 shares; 2025Q4: 27,374 shares; 2026Q1: 12,269 shares 12,269 $452K <0.01% -15,105 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,290 shares; 2025Q1: 1,354 shares; 2025Q2: 1,392 shares; 2025Q3: 1,438 shares; 2025Q4: 1,300 shares; 2026Q1: 1,607 shares 1,607 $452K <0.01% +307 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,746 shares; 2025Q3: 1,594 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $449K <0.01% 0 Timeline SCHP 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: 20,967 shares; 2025Q3: 19,967 shares; 2025Q4: 17,628 shares; 2026Q1: 16,869 shares 16,869 $449K <0.01% -759 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,243 shares; 2025Q4: 11,568 shares; 2026Q1: 14,476 shares 14,476 $448K <0.01% +2,908 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 9,431 shares; 2025Q1: 9,355 shares; 2025Q2: 9,851 shares; 2025Q3: 9,870 shares; 2025Q4: 10,388 shares; 2026Q1: 10,257 shares 10,257 $447K <0.01% -131 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,893 shares; 2025Q2: 8,141 shares; 2025Q3: 9,335 shares; 2025Q4: 21,279 shares; 2026Q1: 15,282 shares 15,282 $447K <0.01% -5,997 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,135 shares; 2026Q1: 10,451 shares 10,451 $445K <0.01% +4,316 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,042 shares 13,042 $445K <0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares; 2026Q1: 7,509 shares 7,509 $444K <0.01% +1,900 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,458 shares; 2026Q1: 18,572 shares 18,572 $444K <0.01% +9,114 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 22,270 shares; 2025Q1: 24,348 shares; 2025Q2: 29,552 shares; 2025Q3: 25,729 shares; 2025Q4: 25,729 shares; 2026Q1: 39,467 shares 39,467 $443K <0.01% +13,738 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares 6,321 $441K <0.01% 0 Timeline GPIX 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: 8,137 shares; 2026Q1: 8,784 shares 8,784 $440K <0.01% +647 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,634 shares 8,634 $436K <0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,995 shares; 2025Q4: 5,543 shares; 2026Q1: 5,733 shares 5,733 $434K <0.01% +190 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,823 shares; 2026Q1: 7,331 shares 7,331 $433K <0.01% +2,508 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 4,837 shares; 2026Q1: 6,143 shares 6,143 $433K <0.01% +1,306 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,944 shares; 2026Q1: 9,316 shares 9,316 $433K <0.01% +372 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 973 shares; 2026Q1: 1,255 shares 1,255 $432K <0.01% +282 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 18,736 shares; 2025Q1: 14,967 shares; 2025Q2: 20,254 shares; 2025Q3: 29,723 shares; 2025Q4: 23,555 shares; 2026Q1: 28,671 shares 28,671 $431K <0.01% +5,116 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,394 shares 5,394 $431K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 8,838 shares; 2025Q1: 7,660 shares; 2025Q2: 7,975 shares; 2025Q3: 6,992 shares; 2025Q4: 8,929 shares; 2026Q1: 11,645 shares 11,645 $431K <0.01% +2,716 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,054 shares; 2026Q1: 3,276 shares 3,276 $430K <0.01% +222 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $430K <0.01% 0 Timeline FTXN 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: 8,133 shares; 2026Q1: 11,102 shares 11,102 $429K <0.01% +2,969 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 2,512 shares; 2026Q1: 3,343 shares 3,343 $427K <0.01% +831 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,701 shares 14,701 $426K <0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,373 shares; 2025Q2: 5,001 shares; 2025Q3: 5,371 shares; 2025Q4: 5,461 shares; 2026Q1: 3,522 shares 3,522 $426K <0.01% -1,939 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,125 shares; 2026Q1: 1,556 shares 1,556 $426K <0.01% +431 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,717 shares; 2026Q1: 7,534 shares 7,534 $426K <0.01% +1,817 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 17,054 shares; 2026Q1: 22,464 shares 22,464 $424K <0.01% +5,410 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,249 shares; 2025Q3: 7,734 shares; 2025Q4: 9,145 shares; 2026Q1: 10,369 shares 10,369 $420K <0.01% +1,224 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,309 shares; 2025Q2: 10,004 shares; 2025Q3: 11,172 shares; 2025Q4: 25,957 shares; 2026Q1: 27,112 shares 27,112 $418K <0.01% +1,155 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,588 shares; 2025Q1: 1,756 shares; 2025Q2: 1,373 shares; 2025Q3: 1,206 shares; 2025Q4: 2,327 shares; 2026Q1: 2,201 shares 2,201 $417K <0.01% -126 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 9,468 shares; 2025Q1: 9,246 shares; 2025Q2: 6,257 shares; 2025Q3: 6,127 shares; 2025Q4: 5,887 shares; 2026Q1: 8,246 shares 8,246 $416K <0.01% +2,359 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 4,063 shares; 2025Q4: 5,960 shares; 2026Q1: 6,624 shares 6,624 $416K <0.01% +664 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares; 2026Q1: 5,040 shares 5,040 $416K <0.01% +1,429 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,122 shares; 2025Q2: not reported; 2025Q3: 4,253 shares; 2025Q4: 6,348 shares; 2026Q1: 6,397 shares 6,397 $416K <0.01% +49 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 1,929 shares; 2026Q1: 2,197 shares 2,197 $413K <0.01% +268 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK 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: 14,050 shares; 2026Q1: 14,471 shares 14,471 $413K <0.01% +421 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 42,019 shares; 2025Q4: 40,191 shares; 2026Q1: 43,342 shares 43,342 $413K <0.01% +3,151 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,849 shares; 2026Q1: 6,299 shares 6,299 $411K <0.01% -550 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,256 shares 8,256 $410K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 3,020 shares; 2026Q1: 4,621 shares 4,621 $409K <0.01% +1,601 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,487 shares; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 4,149 shares; 2025Q4: 2,532 shares; 2026Q1: 5,183 shares 5,183 $408K <0.01% +2,651 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 4,376 shares; 2026Q1: 2,222 shares 2,222 $407K <0.01% -2,154 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 13,936 shares; 2026Q1: 30,885 shares 30,885 $404K <0.01% +16,949 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,470 shares 8,470 $404K <0.01% new Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,263 shares; 2025Q3: 6,263 shares; 2025Q4: 5,792 shares; 2026Q1: 9,706 shares 9,706 $402K <0.01% +3,914 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,455 shares 8,455 $402K <0.01% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,285 shares 21,285 $402K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,863 shares; 2026Q1: 4,740 shares 4,740 $402K <0.01% +877 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 4,503 shares; 2025Q3: not reported; 2025Q4: 6,548 shares; 2026Q1: 6,786 shares 6,786 $402K <0.01% +238 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,568 shares; 2025Q1: 5,024 shares; 2025Q2: 3,070 shares; 2025Q3: 2,854 shares; 2025Q4: 3,243 shares; 2026Q1: 3,155 shares 3,155 $401K <0.01% -88 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,890 shares; 2025Q2: 14,932 shares; 2025Q3: 24,169 shares; 2025Q4: 29,253 shares; 2026Q1: 14,410 shares 14,410 $401K <0.01% -14,843 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,341 shares 1,341 $399K <0.01% new Timeline IWY 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: 3,158 shares; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,247 shares; 2025Q4: 1,611 shares; 2026Q1: 1,604 shares 1,604 $399K <0.01% -7 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,542 shares; 2025Q4: 18,322 shares; 2026Q1: 16,097 shares 16,097 $398K <0.01% -2,225 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,249 shares; 2026Q1: 6,356 shares 6,356 $398K <0.01% +2,107 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,058 shares; 2025Q1: 10,889 shares; 2025Q2: 10,714 shares; 2025Q3: 10,755 shares; 2025Q4: 15,016 shares; 2026Q1: 11,024 shares 11,024 $398K <0.01% -3,992 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 4,346 shares; 2025Q4: 4,966 shares; 2026Q1: 5,538 shares 5,538 $398K <0.01% +572 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 920 shares; 2026Q1: 1,245 shares 1,245 $397K <0.01% +325 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 4,633 shares; 2026Q1: 6,709 shares 6,709 $396K <0.01% +2,076 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 1,102 shares; 2026Q1: 1,576 shares 1,576 $395K <0.01% +474 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,286 shares; 2026Q1: 8,541 shares 8,541 $394K <0.01% +2,255 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 2,289 shares 2,289 $394K <0.01% +762 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 7,213 shares; 2026Q1: 7,513 shares 7,513 $393K <0.01% +300 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,480 shares; 2025Q3: 6,594 shares; 2025Q4: 7,498 shares; 2026Q1: 8,114 shares 8,114 $393K <0.01% +616 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN 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: not reported; 2026Q1: 6,313 shares 6,313 $393K <0.01% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,631 shares 4,631 $392K <0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 2,155 shares 2,155 $392K <0.01% +1 Timeline SMTH 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: not reported; 2025Q4: 11,611 shares; 2026Q1: 15,187 shares 15,187 $391K <0.01% +3,576 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,650 shares; 2026Q1: 7,947 shares 7,947 $389K <0.01% +4,297 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,242 shares; 2025Q2: 6,268 shares; 2025Q3: 6,312 shares; 2025Q4: 6,424 shares; 2026Q1: 3,444 shares 3,444 $388K <0.01% -2,980 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,640 shares; 2025Q1: 4,274 shares; 2025Q2: 4,205 shares; 2025Q3: not reported; 2025Q4: 15,251 shares; 2026Q1: 11,676 shares 11,676 $388K <0.01% -3,575 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,253 shares; 2024Q4: 35,107 shares; 2025Q1: 30,040 shares; 2025Q2: 32,540 shares; 2025Q3: 35,557 shares; 2025Q4: 24,981 shares; 2026Q1: 39,594 shares 39,594 $387K <0.01% +14,613 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 4,912 shares; 2026Q1: 5,750 shares 5,750 $386K <0.01% +838 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 6,214 shares; 2026Q1: 6,814 shares 6,814 $385K <0.01% +600 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,568 shares 5,568 $384K <0.01% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,567 shares; 2026Q1: 20,262 shares 20,262 $383K <0.01% +6,695 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 14,369 shares; 2026Q1: 19,378 shares 19,378 $383K <0.01% +5,009 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,494 shares; 2026Q1: 3,492 shares 3,492 $382K <0.01% +998 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,419 shares; 2026Q1: 2,350 shares 2,350 $382K <0.01% -1,069 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,632 shares; 2026Q1: 5,231 shares 5,231 $381K <0.01% -401 Timeline DVOL 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: 7,806 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 7,806 shares; 2025Q3: 7,551 shares; 2025Q4: 10,985 shares; 2026Q1: 10,985 shares 10,985 $380K <0.01% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,213 shares; 2025Q3: 7,714 shares; 2025Q4: 12,153 shares; 2026Q1: 9,914 shares 9,914 $380K <0.01% -2,239 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: 4,828 shares; 2025Q2: 5,657 shares; 2025Q3: 5,703 shares; 2025Q4: 8,318 shares; 2026Q1: 8,357 shares 8,357 $379K <0.01% +39 Timeline EUSB 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: 9,614 shares; 2026Q1: 8,700 shares 8,700 $378K <0.01% -914 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,898 shares; 2026Q1: 1,531 shares 1,531 $378K <0.01% -367 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,913 shares; 2026Q1: 6,108 shares 6,108 $378K <0.01% +1,195 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,190 shares 5,190 $377K <0.01% new Timeline IXUS 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: 4,356 shares 4,356 $377K <0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 1,268 shares; 2025Q3: 1,292 shares; 2025Q4: 1,437 shares; 2026Q1: 1,866 shares 1,866 $376K <0.01% +429 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 3,894 shares; 2026Q1: 3,920 shares 3,920 $376K <0.01% +26 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 5,375 shares; 2026Q1: 5,384 shares 5,384 $376K <0.01% +9 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,239 shares; 2024Q4: 30,929 shares; 2025Q1: 31,829 shares; 2025Q2: 27,154 shares; 2025Q3: 16,570 shares; 2025Q4: 16,570 shares; 2026Q1: 16,570 shares 16,570 $375K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,437 shares; 2025Q2: 10,472 shares; 2025Q3: 11,043 shares; 2025Q4: 18,830 shares; 2026Q1: 13,198 shares 13,198 $375K <0.01% -5,632 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,127 shares; 2026Q1: 8,076 shares 8,076 $375K <0.01% +949 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,253 shares; 2024Q4: 27,501 shares; 2025Q1: 32,590 shares; 2025Q2: 34,531 shares; 2025Q3: 49,216 shares; 2025Q4: 49,695 shares; 2026Q1: 49,680 shares 49,680 $375K <0.01% -15 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,970 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 2,550 shares; 2026Q1: 2,528 shares 2,528 $373K <0.01% -22 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares; 2026Q1: 11,682 shares 11,682 $372K <0.01% +4,532 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares; 2026Q1: 14,556 shares 14,556 $371K <0.01% +3,622 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM 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: 17,100 shares; 2025Q4: 17,100 shares; 2026Q1: 16,300 shares 16,300 $370K <0.01% -800 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,578 shares; 2026Q1: 2,551 shares 2,551 $369K <0.01% -27 Timeline FEX 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: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 2,286 shares; 2025Q3: 2,349 shares; 2025Q4: 2,647 shares; 2026Q1: 3,025 shares 3,025 $369K <0.01% +378 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 2,971 shares; 2026Q1: 3,374 shares 3,374 $369K <0.01% +403 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 11,845 shares; 2026Q1: 8,184 shares 8,184 $367K <0.01% -3,661 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE 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: not reported; 2026Q1: 14,829 shares 14,829 $367K <0.01% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,905 shares; 2026Q1: 13,802 shares 13,802 $366K <0.01% +1,897 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,964 shares 3,964 $366K <0.01% +964 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 40,500 shares; 2026Q1: 20,335 shares 20,335 $366K <0.01% -20,165 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,478 shares; 2025Q3: 6,527 shares; 2025Q4: 11,095 shares; 2026Q1: 1,853 shares 1,853 $366K <0.01% -9,242 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,079 shares; 2026Q1: 13,991 shares 13,991 $364K <0.01% +5,912 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,451 shares; 2024Q4: 26,140 shares; 2025Q1: 39,664 shares; 2025Q2: 25,029 shares; 2025Q3: 31,039 shares; 2025Q4: 33,474 shares; 2026Q1: 38,241 shares 38,241 $364K <0.01% +4,767 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,142 shares; 2025Q4: 10,266 shares; 2026Q1: 10,266 shares 10,266 $363K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 643 shares; 2025Q4: 1,483 shares; 2026Q1: 1,323 shares 1,323 $363K <0.01% -160 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 3,546 shares 3,546 $361K <0.01% +1,220 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,469 shares; 2024Q4: 30,069 shares; 2025Q1: 29,496 shares; 2025Q2: 32,561 shares; 2025Q3: 31,781 shares; 2025Q4: 36,968 shares; 2026Q1: 44,745 shares 44,745 $360K <0.01% +7,777 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,882 shares 24,882 $359K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares 1,990 $358K <0.01% new Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,583 shares; 2025Q3: 4,638 shares; 2025Q4: 4,649 shares; 2026Q1: 4,499 shares 4,499 $358K <0.01% -150 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares; 2026Q1: 2,173 shares 2,173 $356K <0.01% +191 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,096 shares; 2026Q1: 5,931 shares 5,931 $356K <0.01% +835 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,230 shares 10,230 $355K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,299 shares; 2024Q4: 29,615 shares; 2025Q1: 28,597 shares; 2025Q2: 32,993 shares; 2025Q3: 23,101 shares; 2025Q4: 24,410 shares; 2026Q1: 23,836 shares 23,836 $352K <0.01% -574 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,810 shares; 2025Q3: 9,203 shares; 2025Q4: 8,872 shares; 2026Q1: 8,962 shares 8,962 $352K <0.01% +90 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,777 shares; 2024Q4: 3,671 shares; 2025Q1: 4,204 shares; 2025Q2: 4,598 shares; 2025Q3: 5,239 shares; 2025Q4: 6,700 shares; 2026Q1: 6,355 shares 6,355 $352K <0.01% -345 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,611 shares 13,611 $351K <0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,676 shares; 2024Q4: 16,685 shares; 2025Q1: 19,144 shares; 2025Q2: 23,120 shares; 2025Q3: 28,035 shares; 2025Q4: 27,272 shares; 2026Q1: 28,326 shares 28,326 $349K <0.01% +1,054 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,226 shares; 2024Q4: 14,230 shares; 2025Q1: 13,230 shares; 2025Q2: 13,732 shares; 2025Q3: 13,984 shares; 2025Q4: 18,199 shares; 2026Q1: 16,813 shares 16,813 $349K <0.01% -1,386 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,904 shares; 2026Q1: 1,600 shares 1,600 $347K <0.01% -304 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 12,015 shares; 2025Q3: 16,375 shares; 2025Q4: 26,792 shares; 2026Q1: 66,817 shares 66,817 $345K <0.01% +40,025 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,616 shares; 2026Q1: 7,507 shares 7,507 $345K <0.01% -109 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,774 shares; 2026Q1: 5,499 shares 5,499 $343K <0.01% +725 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,244 shares; 2025Q1: 2,241 shares; 2025Q2: 2,416 shares; 2025Q3: 2,651 shares; 2025Q4: 2,740 shares; 2026Q1: 2,597 shares 2,597 $343K <0.01% -143 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,771 shares; 2025Q3: 21,832 shares; 2025Q4: 32,471 shares; 2026Q1: 24,735 shares 24,735 $341K <0.01% -7,736 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 6,061 shares; 2025Q4: 10,145 shares; 2026Q1: 8,022 shares 8,022 $341K <0.01% -2,123 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,598 shares; 2025Q4: 16,037 shares; 2026Q1: 30,206 shares 30,206 $341K <0.01% +14,169 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 2,944 shares 2,944 $340K <0.01% +880 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares 6,357 $340K <0.01% new Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,467 shares; 2025Q1: 37,606 shares; 2025Q2: 35,274 shares; 2025Q3: 57,409 shares; 2025Q4: 18,181 shares; 2026Q1: 51,419 shares 51,419 $339K <0.01% +33,238 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,447 shares; 2026Q1: 1,689 shares 1,689 $338K <0.01% +242 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 4,876 shares; 2026Q1: 5,781 shares 5,781 $338K <0.01% +905 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,364 shares; 2026Q1: 1,670 shares 1,670 $337K <0.01% +306 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR 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: 7,584 shares; 2025Q3: 8,597 shares; 2025Q4: 12,437 shares; 2026Q1: 16,427 shares 16,427 $336K <0.01% +3,990 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,714 shares; 2025Q1: 3,949 shares; 2025Q2: 4,043 shares; 2025Q3: 3,988 shares; 2025Q4: 3,724 shares; 2026Q1: 3,730 shares 3,730 $336K <0.01% +6 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,428 shares; 2025Q4: 3,472 shares; 2026Q1: 2,947 shares 2,947 $336K <0.01% -525 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $335K <0.01% new Timeline USMF 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: 5,693 shares; 2025Q1: 42,508 shares; 2025Q2: 36,870 shares; 2025Q3: 37,656 shares; 2025Q4: 34,665 shares; 2026Q1: 6,785 shares 6,785 $335K <0.01% -27,880 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,331 shares; 2026Q1: 8,760 shares 8,760 $335K <0.01% +429 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,584 shares; 2025Q1: 8,853 shares; 2025Q2: 5,571 shares; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 6,723 shares 6,723 $334K <0.01% +2,361 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,000 shares; 2024Q4: 109,637 shares; 2025Q1: 111,151 shares; 2025Q2: 107,484 shares; 2025Q3: 89,449 shares; 2025Q4: 91,924 shares; 2026Q1: 103,626 shares 103,626 $334K <0.01% +11,702 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 11,513 shares; 2025Q3: 8,684 shares; 2025Q4: 7,866 shares; 2026Q1: 7,840 shares 7,840 $334K <0.01% -26 Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP 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: 65,068 shares; 2026Q1: 37,097 shares 37,097 $333K <0.01% -27,971 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares; 2026Q1: 3,860 shares 3,860 $333K <0.01% +1,132 Timeline PJT PJT PARTNERS INC More: the full row for PJT 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: 2,011 shares; 2026Q1: 2,375 shares 2,375 $332K <0.01% +364 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,560 shares; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,569 shares; 2025Q3: 9,569 shares; 2025Q4: 8,409 shares; 2026Q1: 8,400 shares 8,400 $331K <0.01% -9 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 5,302 shares; 2025Q4: 8,239 shares; 2026Q1: 7,397 shares 7,397 $331K <0.01% -842 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 4,664 shares; 2026Q1: 2,935 shares 2,935 $330K <0.01% -1,729 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,090 shares 12,090 $330K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,855 shares; 2025Q1: 1,787 shares; 2025Q2: 2,895 shares; 2025Q3: 2,970 shares; 2025Q4: 2,973 shares; 2026Q1: 3,315 shares 3,315 $330K <0.01% +342 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,359 shares; 2026Q1: 6,622 shares 6,622 $329K <0.01% +1,263 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,354 shares; 2026Q1: 3,826 shares 3,826 $329K <0.01% +472 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,350 shares; 2025Q4: 6,310 shares; 2026Q1: 7,926 shares 7,926 $329K <0.01% +1,616 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares; 2026Q1: 2,728 shares 2,728 $329K <0.01% +413 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,082 shares; 2025Q3: not reported; 2025Q4: 20,259 shares; 2026Q1: 26,606 shares 26,606 $329K <0.01% +6,347 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,424 shares 12,424 $329K <0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,426 shares; 2025Q2: 5,280 shares; 2025Q3: 4,952 shares; 2025Q4: 5,034 shares; 2026Q1: 5,068 shares 5,068 $328K <0.01% +34 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,828 shares; 2025Q1: 6,244 shares; 2025Q2: 3,977 shares; 2025Q3: not reported; 2025Q4: 4,377 shares; 2026Q1: 4,057 shares 4,057 $328K <0.01% -320 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 2,280 shares 2,280 $328K <0.01% +353 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,088 shares 6,088 $327K <0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares; 2026Q1: 1,981 shares 1,981 $327K <0.01% +598 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 6,175 shares; 2025Q3: 6,531 shares; 2025Q4: 13,845 shares; 2026Q1: 8,100 shares 8,100 $327K <0.01% -5,745 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 20,776 shares; 2025Q1: 22,419 shares; 2025Q2: 22,375 shares; 2025Q3: 30,986 shares; 2025Q4: 31,174 shares; 2026Q1: 32,284 shares 32,284 $326K <0.01% +1,110 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,992 shares; 2025Q4: 9,977 shares; 2026Q1: 13,788 shares 13,788 $326K <0.01% +3,811 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX 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: 36,350 shares; 2026Q1: 47,900 shares 47,900 $325K <0.01% +11,550 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,371 shares; 2025Q2: 7,663 shares; 2025Q3: 6,356 shares; 2025Q4: 6,779 shares; 2026Q1: 7,141 shares 7,141 $325K <0.01% +362 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,461 shares; 2025Q1: 2,795 shares; 2025Q2: 3,116 shares; 2025Q3: 2,833 shares; 2025Q4: 2,671 shares; 2026Q1: 3,013 shares 3,013 $324K <0.01% +342 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,917 shares; 2024Q4: 34,917 shares; 2025Q1: 37,717 shares; 2025Q2: 41,574 shares; 2025Q3: 41,574 shares; 2025Q4: 42,658 shares; 2026Q1: 58,073 shares 58,073 $323K <0.01% +15,415 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,962 shares 10,962 $323K <0.01% new Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 10,223 shares; 2025Q1: 9,757 shares; 2025Q2: 9,757 shares; 2025Q3: 9,512 shares; 2025Q4: 9,917 shares; 2026Q1: 9,917 shares 9,917 $323K <0.01% 0 Timeline PTBD 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: 26,307 shares; 2024Q4: 25,607 shares; 2025Q1: 24,995 shares; 2025Q2: 24,995 shares; 2025Q3: 24,109 shares; 2025Q4: 19,000 shares; 2026Q1: 16,984 shares 16,984 $322K <0.01% -2,016 Timeline GRNJ 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: 15,315 shares; 2026Q1: 12,885 shares 12,885 $322K <0.01% -2,430 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,548 shares; 2025Q2: 9,671 shares; 2025Q3: 10,549 shares; 2025Q4: 13,265 shares; 2026Q1: 13,624 shares 13,624 $322K <0.01% +359 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,382 shares; 2025Q3: 10,499 shares; 2025Q4: not reported; 2026Q1: 13,218 shares 13,218 $321K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,999 shares; 2026Q1: 5,005 shares 5,005 $321K <0.01% +1,006 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,111 shares 6,111 $321K <0.01% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: 33,177 shares; 2026Q1: 27,500 shares 27,500 $320K <0.01% -5,677 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 9,008 shares; 2025Q1: 8,265 shares; 2025Q2: 9,596 shares; 2025Q3: 9,653 shares; 2025Q4: 10,154 shares; 2026Q1: 8,437 shares 8,437 $320K <0.01% -1,717 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,222 shares; 2024Q4: 9,819 shares; 2025Q1: 10,507 shares; 2025Q2: 10,333 shares; 2025Q3: 13,442 shares; 2025Q4: 10,399 shares; 2026Q1: 14,103 shares 14,103 $320K <0.01% +3,704 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,396 shares; 2025Q1: 1,303 shares; 2025Q2: 1,199 shares; 2025Q3: 1,138 shares; 2025Q4: 2,182 shares; 2026Q1: 1,976 shares 1,976 $320K <0.01% -206 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 18,224 shares; 2025Q1: 22,140 shares; 2025Q2: 23,452 shares; 2025Q3: 21,900 shares; 2025Q4: 22,700 shares; 2026Q1: 14,761 shares 14,761 $319K <0.01% -7,939 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 4,672 shares 4,672 $319K <0.01% +958 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 5,754 shares; 2025Q1: 5,984 shares; 2025Q2: 6,032 shares; 2025Q3: 5,208 shares; 2025Q4: 7,549 shares; 2026Q1: 7,529 shares 7,529 $318K <0.01% -20 Timeline APTV APTIV PLC More: the full row for APTIV 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: 5,757 shares; 2026Q1: 4,576 shares 4,576 $318K <0.01% -1,181 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,808 shares; 2025Q2: 8,673 shares; 2025Q3: not reported; 2025Q4: 11,244 shares; 2026Q1: 11,951 shares 11,951 $317K <0.01% +707 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,031 shares; 2025Q2: 11,511 shares; 2025Q3: 12,191 shares; 2025Q4: 12,138 shares; 2026Q1: 12,897 shares 12,897 $317K <0.01% +759 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,190 shares; 2024Q4: 30,165 shares; 2025Q1: 29,013 shares; 2025Q2: 29,527 shares; 2025Q3: 27,700 shares; 2025Q4: 21,944 shares; 2026Q1: 21,924 shares 21,924 $316K <0.01% -20 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,901 shares 3,901 $315K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,201 shares; 2025Q1: 4,233 shares; 2025Q2: 2,880 shares; 2025Q3: 3,481 shares; 2025Q4: 3,663 shares; 2026Q1: 2,419 shares 2,419 $314K <0.01% -1,244 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,823 shares 5,823 $314K <0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,059 shares; 2025Q4: 8,354 shares; 2026Q1: 10,448 shares 10,448 $313K <0.01% +2,094 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to 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: 4,222 shares; 2026Q1: 4,811 shares 4,811 $313K <0.01% +589 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,354 shares; 2025Q2: 20,733 shares; 2025Q3: 18,788 shares; 2025Q4: 17,716 shares; 2026Q1: 18,283 shares 18,283 $313K <0.01% +567 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 945 shares 945 $313K <0.01% +143 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 3,659 shares; 2025Q4: 3,827 shares; 2026Q1: 4,503 shares 4,503 $313K <0.01% +676 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,525 shares; 2024Q4: 46,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares; 2025Q4: 2,646 shares; 2026Q1: 2,653 shares 2,653 $312K <0.01% +7 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,901 shares 7,901 $311K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,960 shares; 2026Q1: 7,690 shares 7,690 $311K <0.01% +1,730 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,420 shares; 2025Q3: 8,513 shares; 2025Q4: 12,272 shares; 2026Q1: 13,093 shares 13,093 $310K <0.01% +821 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 974 shares; 2025Q4: 995 shares; 2026Q1: 1,105 shares 1,105 $310K <0.01% +110 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,737 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,488 shares; 2025Q4: 3,871 shares; 2026Q1: 4,164 shares 4,164 $310K <0.01% +293 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 6,273 shares; 2025Q3: 6,285 shares; 2025Q4: 8,658 shares; 2026Q1: 8,570 shares 8,570 $310K <0.01% -88 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,246 shares 19,246 $309K <0.01% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to 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: 20,427 shares; 2026Q1: 20,427 shares 20,427 $309K <0.01% 0 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,765 shares; 2025Q4: 9,765 shares; 2026Q1: 9,765 shares 9,765 $308K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 975 shares; 2025Q3: 1,575 shares; 2025Q4: 1,665 shares; 2026Q1: 938 shares 938 $308K <0.01% -727 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,775 shares; 2025Q4: 8,904 shares; 2026Q1: 9,197 shares 9,197 $308K <0.01% +293 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,284 shares; 2025Q3: 9,346 shares; 2025Q4: 9,525 shares; 2026Q1: 6,045 shares 6,045 $307K <0.01% -3,480 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 3,352 shares; 2025Q3: 3,531 shares; 2025Q4: 4,002 shares; 2026Q1: 4,115 shares 4,115 $307K <0.01% +113 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,839 shares; 2024Q4: 24,094 shares; 2025Q1: 19,545 shares; 2025Q2: 12,081 shares; 2025Q3: not reported; 2025Q4: 12,969 shares; 2026Q1: 27,613 shares 27,613 $307K <0.01% +14,644 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 320 shares; 2025Q1: 297 shares; 2025Q2: 305 shares; 2025Q3: 260 shares; 2025Q4: 297 shares; 2026Q1: 287 shares 287 $306K <0.01% -10 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,157 shares; 2025Q1: 2,666 shares; 2025Q2: 2,892 shares; 2025Q3: 2,808 shares; 2025Q4: 4,727 shares; 2026Q1: 2,357 shares 2,357 $306K <0.01% -2,370 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,905 shares; 2026Q1: 22,777 shares 22,777 $306K <0.01% +872 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,183 shares; 2025Q1: 1,124 shares; 2025Q2: 891 shares; 2025Q3: 871 shares; 2025Q4: 2,209 shares; 2026Q1: 1,742 shares 1,742 $306K <0.01% -467 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $305K <0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,393 shares 3,393 $305K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,619 shares; 2026Q1: 2,805 shares 2,805 $305K <0.01% -8,814 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: not reported; 2025Q1: 3,654 shares; 2025Q2: 3,639 shares; 2025Q3: 3,662 shares; 2025Q4: 3,658 shares; 2026Q1: 3,532 shares 3,532 $304K <0.01% -126 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,567 shares; 2026Q1: 13,670 shares 13,670 $304K <0.01% +1,103 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,861 shares 26,861 $303K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,382 shares 4,382 $303K <0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,074 shares; 2025Q2: 16,104 shares; 2025Q3: 11,654 shares; 2025Q4: 12,226 shares; 2026Q1: 6,307 shares 6,307 $302K <0.01% -5,919 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,337 shares 9,337 $300K <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,080 shares; 2025Q4: 12,754 shares; 2026Q1: 10,050 shares 10,050 $299K <0.01% -2,704 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,965 shares; 2025Q3: 13,645 shares; 2025Q4: 15,165 shares; 2026Q1: 14,581 shares 14,581 $299K <0.01% -584 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,682 shares; 2026Q1: 3,652 shares 3,652 $299K <0.01% -30 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,405 shares 3,405 $298K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,962 shares; 2026Q1: 6,354 shares 6,354 $298K <0.01% -608 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 8,814 shares; 2025Q1: 10,894 shares; 2025Q2: 21,260 shares; 2025Q3: 22,093 shares; 2025Q4: 15,146 shares; 2026Q1: 15,508 shares 15,508 $298K <0.01% +362 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,178 shares; 2024Q4: 50,178 shares; 2025Q1: 51,667 shares; 2025Q2: 56,021 shares; 2025Q3: 40,153 shares; 2025Q4: 39,528 shares; 2026Q1: 39,582 shares 39,582 $298K <0.01% +54 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,461 shares 15,461 $297K <0.01% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,508 shares; 2025Q2: 16,945 shares; 2025Q3: 14,931 shares; 2025Q4: 14,931 shares; 2026Q1: 24,431 shares 24,431 $297K <0.01% +9,500 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 13,467 shares; 2026Q1: 37,365 shares 37,365 $297K <0.01% +23,898 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 18,025 shares; 2025Q1: 18,408 shares; 2025Q2: 21,408 shares; 2025Q3: 20,408 shares; 2025Q4: 28,914 shares; 2026Q1: 28,846 shares 28,846 $297K <0.01% -68 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to 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: 7,014 shares; 2026Q1: 7,156 shares 7,156 $296K <0.01% +142 Timeline