DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is 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: 14,800 shares 14,800 $404K 0.02% new Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 4,238 shares; 2025Q3: 4,640 shares; 2025Q4: 6,303 shares; 2026Q1: 6,210 shares 6,210 $402K 0.02% -93 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,125 shares; 2026Q1: 7,625 shares 7,625 $401K 0.02% +500 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 11,087 shares; 2025Q1: 11,095 shares; 2025Q2: 11,003 shares; 2025Q3: 5,053 shares; 2025Q4: 7,867 shares; 2026Q1: 7,904 shares 7,904 $399K 0.02% +37 Timeline CRAK 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: not reported; 2026Q1: 8,075 shares 8,075 $399K 0.02% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,255 shares; 2026Q1: 3,707 shares 3,707 $398K 0.02% +1,452 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,016 shares 2,016 $398K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 546 shares 546 $397K 0.02% +84 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,248 shares; 2025Q3: 2,416 shares; 2025Q4: 2,480 shares; 2026Q1: 2,739 shares 2,739 $396K 0.02% +259 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: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,641 shares; 2025Q3: 1,861 shares; 2025Q4: 1,726 shares; 2026Q1: 2,170 shares 2,170 $395K 0.02% +444 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,438 shares; 2025Q4: 8,423 shares; 2026Q1: 8,487 shares 8,487 $389K 0.02% +64 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: 14,894 shares; 2024Q4: 15,995 shares; 2025Q1: 15,926 shares; 2025Q2: 15,378 shares; 2025Q3: 13,129 shares; 2025Q4: 11,543 shares; 2026Q1: 14,149 shares 14,149 $389K 0.02% +2,606 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,743 shares; 2025Q1: 3,552 shares; 2025Q2: 3,402 shares; 2025Q3: 2,930 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares 2,928 $388K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,389 shares; 2025Q1: 2,946 shares; 2025Q2: 2,883 shares; 2025Q3: 3,211 shares; 2025Q4: 3,010 shares; 2026Q1: 3,087 shares 3,087 $387K 0.02% +77 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,687 shares; 2025Q4: 2,631 shares; 2026Q1: 2,556 shares 2,556 $383K 0.02% -75 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,073 shares; 2025Q1: 5,937 shares; 2025Q2: 5,382 shares; 2025Q3: 5,326 shares; 2025Q4: 5,055 shares; 2026Q1: 5,055 shares 5,055 $383K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,513 shares; 2025Q1: 4,486 shares; 2025Q2: 4,577 shares; 2025Q3: 4,653 shares; 2025Q4: 4,392 shares; 2026Q1: 4,257 shares 4,257 $381K 0.02% -135 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 2,193 shares; 2025Q1: 2,031 shares; 2025Q2: 2,292 shares; 2025Q3: 2,037 shares; 2025Q4: 1,902 shares; 2026Q1: 1,915 shares 1,915 $380K 0.02% +13 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,911 shares; 2024Q4: 19,949 shares; 2025Q1: 8,230 shares; 2025Q2: 7,448 shares; 2025Q3: 4,956 shares; 2025Q4: 4,291 shares; 2026Q1: 3,210 shares 3,210 $380K 0.02% -1,081 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 3,367 shares; 2025Q3: 3,766 shares; 2025Q4: 4,105 shares; 2026Q1: 5,090 shares 5,090 $370K 0.02% +985 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares; 2026Q1: 5,732 shares 5,732 $370K 0.02% +73 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,060 shares 6,060 $370K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: 3,873 shares; 2025Q3: 4,142 shares; 2025Q4: 4,053 shares; 2026Q1: 4,185 shares 4,185 $369K 0.02% +132 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 4,028 shares; 2025Q1: 4,400 shares; 2025Q2: 4,402 shares; 2025Q3: 4,405 shares; 2025Q4: 4,195 shares; 2026Q1: 5,095 shares 5,095 $366K 0.02% +900 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 4,689 shares; 2025Q1: 4,572 shares; 2025Q2: 5,717 shares; 2025Q3: 5,733 shares; 2025Q4: 5,751 shares; 2026Q1: 5,435 shares 5,435 $365K 0.02% -316 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,036 shares; 2026Q1: 6,385 shares 6,385 $364K 0.02% +2,349 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 10,977 shares; 2025Q1: 9,461 shares; 2025Q2: 9,461 shares; 2025Q3: 9,544 shares; 2025Q4: 9,461 shares; 2026Q1: 9,461 shares 9,461 $363K 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,908 shares 2,908 $363K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 550 shares; 2025Q1: 621 shares; 2025Q2: 786 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 780 shares 780 $360K 0.02% -31 Timeline DFAU 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: 5,210 shares; 2025Q1: 5,878 shares; 2025Q2: 5,893 shares; 2025Q3: 5,722 shares; 2025Q4: 6,621 shares; 2026Q1: 7,916 shares 7,916 $357K 0.02% +1,295 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,970 shares; 2025Q1: 3,020 shares; 2025Q2: 3,023 shares; 2025Q3: 2,731 shares; 2025Q4: 2,716 shares; 2026Q1: 2,718 shares 2,718 $356K 0.02% +2 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares; 2025Q4: 4,927 shares; 2026Q1: 4,027 shares 4,027 $356K 0.02% -900 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 1,826 shares; 2025Q3: 1,895 shares; 2025Q4: 2,038 shares; 2026Q1: 2,102 shares 2,102 $355K 0.02% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,018 shares 7,018 $352K 0.02% new Timeline SHYM 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: 15,914 shares 15,914 $350K 0.02% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,416 shares; 2025Q1: 8,418 shares; 2025Q2: 8,405 shares; 2025Q3: 7,682 shares; 2025Q4: 6,437 shares; 2026Q1: 6,145 shares 6,145 $349K 0.02% -292 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,774 shares; 2025Q1: 2,784 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 2,888 shares 2,888 $345K 0.02% -15 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: not reported; 2026Q1: 6,181 shares 6,181 $345K 0.02% new Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,588 shares; 2025Q1: 2,537 shares; 2025Q2: 2,518 shares; 2025Q3: 2,424 shares; 2025Q4: 2,404 shares; 2026Q1: 2,050 shares 2,050 $343K 0.02% -354 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,327 shares; 2025Q1: 1,314 shares; 2025Q2: 1,362 shares; 2025Q3: 1,332 shares; 2025Q4: 1,183 shares; 2026Q1: 1,406 shares 1,406 $342K 0.02% +223 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,840 shares; 2024Q4: 14,934 shares; 2025Q1: 16,659 shares; 2025Q2: 16,294 shares; 2025Q3: 16,450 shares; 2025Q4: 15,984 shares; 2026Q1: 15,421 shares 15,421 $340K 0.02% -563 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: not reported; 2025Q2: 13,893 shares; 2025Q3: 16,137 shares; 2025Q4: 17,906 shares; 2026Q1: 27,953 shares 27,953 $340K 0.02% +10,047 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: 5,196 shares; 2024Q4: 5,164 shares; 2025Q1: 5,164 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,489 shares 5,489 $340K 0.02% +50 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $335K 0.02% new Timeline PSCC 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: 6,027 shares; 2025Q2: 7,173 shares; 2025Q3: 7,629 shares; 2025Q4: 10,688 shares; 2026Q1: 10,596 shares 10,596 $334K 0.02% -92 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,906 shares; 2025Q1: 4,602 shares; 2025Q2: 4,102 shares; 2025Q3: 4,078 shares; 2025Q4: 3,936 shares; 2026Q1: 4,030 shares 4,030 $332K 0.02% +94 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: 4,187 shares; 2024Q4: 5,014 shares; 2025Q1: 6,292 shares; 2025Q2: 5,140 shares; 2025Q3: 3,397 shares; 2025Q4: 2,833 shares; 2026Q1: 2,785 shares 2,785 $331K 0.02% -48 Timeline FPE 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: not reported; 2024Q4: 35,520 shares; 2025Q1: 37,084 shares; 2025Q2: 34,150 shares; 2025Q3: 33,667 shares; 2025Q4: 18,594 shares; 2026Q1: 18,630 shares 18,630 $331K 0.02% +36 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 2,128 shares; 2025Q1: 2,131 shares; 2025Q2: 2,135 shares; 2025Q3: 2,154 shares; 2025Q4: 2,157 shares; 2026Q1: 2,115 shares 2,115 $329K 0.02% -42 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,645 shares 3,645 $328K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $327K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 4,082 shares; 2025Q1: 4,840 shares; 2025Q2: 6,214 shares; 2025Q3: 5,034 shares; 2025Q4: 5,467 shares; 2026Q1: 5,329 shares 5,329 $326K 0.02% -138 Timeline PALC 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: 6,791 shares; 2024Q4: 6,510 shares; 2025Q1: 6,446 shares; 2025Q2: 6,450 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,272 shares 6,272 $325K 0.02% +17 Timeline IBDW 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: 15,497 shares; 2026Q1: 15,497 shares 15,497 $324K 0.02% 0 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,421 shares; 2024Q4: 58,066 shares; 2025Q1: 51,980 shares; 2025Q2: 49,853 shares; 2025Q3: 41,090 shares; 2025Q4: 33,319 shares; 2026Q1: 30,311 shares 30,311 $324K 0.02% -3,008 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,463 shares; 2025Q1: 8,688 shares; 2025Q2: 8,988 shares; 2025Q3: 8,168 shares; 2025Q4: 7,618 shares; 2026Q1: 7,538 shares 7,538 $323K 0.02% -80 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 7,470 shares; 2025Q4: 9,354 shares; 2026Q1: 9,354 shares 9,354 $323K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $323K 0.02% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,593 shares; 2026Q1: 13,306 shares 13,306 $323K 0.02% -287 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,449 shares; 2025Q4: 13,334 shares; 2026Q1: 20,134 shares 20,134 $319K 0.02% +6,800 Timeline XME 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: not reported; 2026Q1: 2,942 shares 2,942 $318K 0.02% new Timeline TLT 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: 3,581 shares; 2024Q4: 3,782 shares; 2025Q1: 2,875 shares; 2025Q2: 2,855 shares; 2025Q3: 3,637 shares; 2025Q4: 3,775 shares; 2026Q1: 3,657 shares 3,657 $317K 0.02% -118 Timeline BGIG 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: not reported; 2025Q4: not reported; 2026Q1: 9,467 shares 9,467 $315K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,772 shares; 2025Q3: 5,040 shares; 2025Q4: 5,000 shares; 2026Q1: 4,534 shares 4,534 $314K 0.02% -466 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: 2,298 shares; 2024Q4: 2,310 shares; 2025Q1: 2,385 shares; 2025Q2: 2,471 shares; 2025Q3: 2,673 shares; 2025Q4: 2,666 shares; 2026Q1: 3,468 shares 3,468 $313K 0.02% +802 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,560 shares; 2025Q4: 5,840 shares; 2026Q1: 6,093 shares 6,093 $312K 0.02% +253 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,457 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares 3,211 $311K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 9,282 shares; 2025Q1: 9,098 shares; 2025Q2: not reported; 2025Q3: 8,177 shares; 2025Q4: 7,964 shares; 2026Q1: 7,973 shares 7,973 $311K 0.02% +9 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 3,451 shares; 2025Q1: 3,540 shares; 2025Q2: 3,651 shares; 2025Q3: 3,744 shares; 2025Q4: 3,762 shares; 2026Q1: 3,778 shares 3,778 $310K 0.02% +16 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 4,149 shares; 2026Q1: 4,192 shares 4,192 $305K 0.02% +43 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 1,398 shares; 2026Q1: 1,424 shares 1,424 $304K 0.02% +26 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,303 shares; 2025Q1: 5,316 shares; 2025Q2: 5,333 shares; 2025Q3: 5,348 shares; 2025Q4: 6,667 shares; 2026Q1: 6,682 shares 6,682 $304K 0.02% +15 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 8,334 shares; 2025Q1: 8,367 shares; 2025Q2: 8,414 shares; 2025Q3: 8,456 shares; 2025Q4: 8,502 shares; 2026Q1: 8,550 shares 8,550 $304K 0.02% +48 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares; 2026Q1: 5,192 shares 5,192 $304K 0.02% -110 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 5,877 shares; 2025Q3: 4,651 shares; 2025Q4: 3,916 shares; 2026Q1: 3,888 shares 3,888 $301K 0.02% -28 Timeline JEPI 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: 5,298 shares 5,298 $300K 0.02% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,271 shares; 2025Q3: 15,089 shares; 2025Q4: 17,165 shares; 2026Q1: 30,404 shares 30,404 $300K 0.02% +13,239 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares 1,678 $299K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares; 2026Q1: 4,506 shares 4,506 $299K 0.01% 0 Timeline ITOT 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: 1,923 shares; 2024Q4: 1,928 shares; 2025Q1: 2,008 shares; 2025Q2: 1,920 shares; 2025Q3: 1,812 shares; 2025Q4: 1,937 shares; 2026Q1: 2,086 shares 2,086 $297K 0.01% +149 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,650 shares; 2026Q1: 17,650 shares 17,650 $296K 0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,510 shares; 2025Q3: 14,269 shares; 2025Q4: 15,339 shares; 2026Q1: 30,682 shares 30,682 $295K 0.01% +15,343 Timeline MLRG 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: 3,341 shares; 2024Q4: 3,269 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,273 shares 3,273 $294K 0.01% +3 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,623 shares; 2025Q1: 1,627 shares; 2025Q2: 1,637 shares; 2025Q3: 1,657 shares; 2025Q4: 1,555 shares; 2026Q1: 1,559 shares 1,559 $291K 0.01% +4 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,782 shares; 2025Q4: 6,112 shares; 2026Q1: 3,604 shares 3,604 $290K 0.01% -2,508 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: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares 1,805 $290K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,639 shares; 2025Q1: 1,636 shares; 2025Q2: 1,572 shares; 2025Q3: 1,563 shares; 2025Q4: 1,700 shares; 2026Q1: 1,678 shares 1,678 $290K 0.01% -22 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,451 shares; 2025Q1: 1,746 shares; 2025Q2: 1,267 shares; 2025Q3: 1,126 shares; 2025Q4: 1,096 shares; 2026Q1: 1,097 shares 1,097 $286K 0.01% +1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,038 shares; 2026Q1: 3,042 shares 3,042 $285K 0.01% +4 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,615 shares; 2025Q3: 7,615 shares; 2025Q4: 9,865 shares; 2026Q1: 9,865 shares 9,865 $284K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 905 shares; 2025Q1: 754 shares; 2025Q2: 771 shares; 2025Q3: 760 shares; 2025Q4: 631 shares; 2026Q1: 666 shares 666 $283K 0.01% +35 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,132 shares; 2025Q1: 3,992 shares; 2025Q2: 4,077 shares; 2025Q3: 3,964 shares; 2025Q4: 3,969 shares; 2026Q1: 3,975 shares 3,975 $281K 0.01% +6 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,003 shares 2,003 $281K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,055 shares; 2025Q2: 5,605 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 5,525 shares 5,525 $280K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: not reported; 2025Q4: 2,920 shares; 2026Q1: 3,425 shares 3,425 $280K 0.01% +505 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 948 shares 948 $277K 0.01% +13 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,898 shares; 2026Q1: 1,960 shares 1,960 $277K 0.01% +62 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: 19,873 shares; 2024Q4: 21,441 shares; 2025Q1: 23,470 shares; 2025Q2: 20,440 shares; 2025Q3: 21,176 shares; 2025Q4: 21,050 shares; 2026Q1: 18,632 shares 18,632 $275K 0.01% -2,418 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: 34,385 shares; 2024Q4: 36,217 shares; 2025Q1: 37,793 shares; 2025Q2: 37,128 shares; 2025Q3: 36,792 shares; 2025Q4: 30,236 shares; 2026Q1: 24,833 shares 24,833 $275K 0.01% -5,403 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,566 shares; 2025Q2: 15,672 shares; 2025Q3: 14,278 shares; 2025Q4: 14,282 shares; 2026Q1: 13,670 shares 13,670 $274K 0.01% -612 Timeline PFFD 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: 26,707 shares; 2024Q4: 23,433 shares; 2025Q1: 21,868 shares; 2025Q2: 21,508 shares; 2025Q3: 20,707 shares; 2025Q4: 16,388 shares; 2026Q1: 14,863 shares 14,863 $273K 0.01% -1,525 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 8,673 shares; 2025Q4: 8,673 shares; 2026Q1: 9,733 shares 9,733 $273K 0.01% +1,060 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,528 shares; 2025Q4: 2,701 shares; 2026Q1: 3,156 shares 3,156 $270K 0.01% +455 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,139 shares; 2025Q4: 1,204 shares; 2026Q1: 1,323 shares 1,323 $270K 0.01% +119 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,009 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $269K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968 $268K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,308 shares; 2025Q1: 4,328 shares; 2025Q2: 4,341 shares; 2025Q3: 4,424 shares; 2025Q4: 5,023 shares; 2026Q1: 3,683 shares 3,683 $267K 0.01% -1,340 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,329 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,329 shares; 2025Q4: 7,329 shares; 2026Q1: 4,568 shares 4,568 $266K 0.01% -2,761 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 11,063 shares; 2025Q1: 11,196 shares; 2025Q2: 10,437 shares; 2025Q3: 8,706 shares; 2025Q4: 5,665 shares; 2026Q1: 5,873 shares 5,873 $266K 0.01% +208 Timeline HACK 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: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares; 2026Q1: 3,454 shares 3,454 $259K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 705 shares; 2025Q4: 676 shares; 2026Q1: 829 shares 829 $259K 0.01% +153 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,479 shares; 2025Q1: 3,625 shares; 2025Q2: 3,554 shares; 2025Q3: 3,555 shares; 2025Q4: 3,315 shares; 2026Q1: 3,256 shares 3,256 $258K 0.01% -59 Timeline ELCV 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: 8,674 shares; 2025Q4: 8,690 shares; 2026Q1: 8,764 shares 8,764 $254K 0.01% +74 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 706 shares; 2026Q1: 731 shares 731 $252K 0.01% +25 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,685 shares; 2025Q4: 6,673 shares; 2026Q1: 6,717 shares 6,717 $252K 0.01% +44 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,247 shares; 2025Q1: 15,954 shares; 2025Q2: 18,254 shares; 2025Q3: 16,849 shares; 2025Q4: 16,849 shares; 2026Q1: 15,820 shares 15,820 $252K 0.01% -1,029 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: 2,838 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 2,628 shares; 2025Q3: 2,728 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares 2,658 $252K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 3,533 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,779 shares; 2026Q1: 1,774 shares 1,774 $251K 0.01% -1,005 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares; 2026Q1: 3,157 shares 3,157 $251K 0.01% +2 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,865 shares; 2024Q4: 6,248 shares; 2025Q1: 6,046 shares; 2025Q2: 2,777 shares; 2025Q3: 2,582 shares; 2025Q4: 2,597 shares; 2026Q1: 2,590 shares 2,590 $251K 0.01% -7 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 1,136 shares; 2025Q4: 1,138 shares; 2026Q1: 1,429 shares 1,429 $250K 0.01% +291 Timeline VT 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: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,776 shares; 2025Q4: 1,781 shares; 2026Q1: 1,782 shares 1,782 $247K 0.01% +1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295 shares; 2025Q1: 241 shares; 2025Q2: 230 shares; 2025Q3: 220 shares; 2025Q4: 230 shares; 2026Q1: 255 shares 255 $245K 0.01% +25 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,398 shares 3,398 $243K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,475 shares; 2025Q4: 5,475 shares; 2026Q1: 5,595 shares 5,595 $241K 0.01% +120 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,395 shares; 2026Q1: 6,720 shares 6,720 $241K 0.01% +325 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: 3,568 shares; 2024Q4: 3,122 shares; 2025Q1: 2,995 shares; 2025Q2: 3,174 shares; 2025Q3: 2,987 shares; 2025Q4: 2,839 shares; 2026Q1: 2,824 shares 2,824 $240K 0.01% -15 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 25,024 shares; 2026Q1: 25,024 shares 25,024 $240K 0.01% 0 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: 4,100 shares; 2024Q4: 4,324 shares; 2025Q1: 4,559 shares; 2025Q2: 4,559 shares; 2025Q3: 4,516 shares; 2025Q4: 4,789 shares; 2026Q1: 4,529 shares 4,529 $239K 0.01% -260 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 9,346 shares; 2025Q4: 10,693 shares; 2026Q1: 12,072 shares 12,072 $239K 0.01% +1,379 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,406 shares; 2025Q1: 2,816 shares; 2025Q2: 2,471 shares; 2025Q3: 2,402 shares; 2025Q4: 2,292 shares; 2026Q1: 3,795 shares 3,795 $238K 0.01% +1,503 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,289 shares; 2025Q1: 7,307 shares; 2025Q2: 7,977 shares; 2025Q3: 6,960 shares; 2025Q4: 6,883 shares; 2026Q1: 6,901 shares 6,901 $238K 0.01% +18 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,864 shares; 2025Q1: 3,382 shares; 2025Q2: 3,373 shares; 2025Q3: 3,287 shares; 2025Q4: 3,201 shares; 2026Q1: 2,131 shares 2,131 $237K 0.01% -1,070 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,198 shares; 2025Q1: 4,333 shares; 2025Q2: 4,727 shares; 2025Q3: 3,801 shares; 2025Q4: 3,970 shares; 2026Q1: 4,493 shares 4,493 $237K 0.01% +523 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: not reported; 2024Q4: 438 shares; 2025Q1: 524 shares; 2025Q2: 441 shares; 2025Q3: 398 shares; 2025Q4: 501 shares; 2026Q1: 558 shares 558 $237K 0.01% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,462 shares; 2025Q4: 9,462 shares; 2026Q1: 9,462 shares 9,462 $235K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 745 shares 745 $234K 0.01% +25 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 10,700 shares; 2025Q4: 11,200 shares; 2026Q1: 9,600 shares 9,600 $233K 0.01% -1,600 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 11,505 shares; 2025Q2: 12,975 shares; 2025Q3: 13,227 shares; 2025Q4: 2,173 shares; 2026Q1: 2,022 shares 2,022 $232K 0.01% -151 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,042 shares; 2025Q2: 994 shares; 2025Q3: 1,025 shares; 2025Q4: 2,137 shares; 2026Q1: 2,130 shares 2,130 $232K 0.01% -7 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 300 shares 300 $232K 0.01% -10 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 5,488 shares; 2025Q1: 6,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,550 shares 5,550 $231K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,652 shares 1,652 $231K 0.01% -10 Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,869 shares; 2026Q1: 4,981 shares 4,981 $230K 0.01% +112 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,662 shares; 2025Q2: 3,665 shares; 2025Q3: 3,607 shares; 2025Q4: 3,609 shares; 2026Q1: 3,611 shares 3,611 $230K 0.01% +2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 2,355 shares; 2026Q1: 2,496 shares 2,496 $230K 0.01% +141 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,462 shares; 2025Q1: 6,277 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares; 2025Q4: 7,585 shares; 2026Q1: 7,250 shares 7,250 $230K 0.01% -335 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares 1,998 $229K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,612 shares; 2025Q1: 4,620 shares; 2025Q2: 5,068 shares; 2025Q3: 5,110 shares; 2025Q4: 4,965 shares; 2026Q1: 4,720 shares 4,720 $227K 0.01% -245 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $226K 0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,820 shares; 2025Q1: 9,958 shares; 2025Q2: 9,979 shares; 2025Q3: 10,001 shares; 2025Q4: 8,860 shares; 2026Q1: 7,879 shares 7,879 $226K 0.01% -981 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 1,290 shares 1,290 $224K 0.01% +4 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,310 shares; 2025Q4: 8,647 shares; 2026Q1: 9,013 shares 9,013 $223K 0.01% +366 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $223K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,095 shares; 2026Q1: 1,081 shares 1,081 $223K 0.01% -14 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares 1,313 $222K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,264 shares; 2025Q3: 2,659 shares; 2025Q4: 2,577 shares; 2026Q1: 2,180 shares 2,180 $219K 0.01% -397 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 5,752 shares; 2025Q1: 5,852 shares; 2025Q2: 5,856 shares; 2025Q3: 5,076 shares; 2025Q4: not reported; 2026Q1: 3,886 shares 3,886 $219K 0.01% new Timeline PZA 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: 9,150 shares; 2025Q4: 15,187 shares; 2026Q1: 9,510 shares 9,510 $219K 0.01% -5,677 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB 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: 30,370 shares; 2025Q4: 36,440 shares; 2026Q1: 34,540 shares 34,540 $216K 0.01% -1,900 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 2,440 shares 2,440 $215K 0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is 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: 6,552 shares 6,552 $214K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 435 shares 435 $213K 0.01% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,653 shares; 2026Q1: 5,695 shares 5,695 $213K 0.01% +42 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,168 shares; 2025Q1: 22,564 shares; 2025Q2: 15,614 shares; 2025Q3: 15,478 shares; 2025Q4: 15,348 shares; 2026Q1: 9,324 shares 9,324 $212K 0.01% -6,024 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,080 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 972 shares; 2025Q4: 913 shares; 2026Q1: 667 shares 667 $212K 0.01% -246 Timeline IVE 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: 1,021 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 994 shares 994 $210K 0.01% +1 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,168 shares 1,168 $210K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares 1,009 $209K 0.01% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares; 2026Q1: 583 shares 583 $209K 0.01% +16 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,244 shares 13,244 $208K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,548 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,757 shares 2,757 $208K 0.01% new Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $208K 0.01% new Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $207K 0.01% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,696 shares; 2024Q4: 15,730 shares; 2025Q1: 13,754 shares; 2025Q2: 12,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,655 shares 10,655 $206K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares 238 $206K 0.01% new Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,665 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,400 shares 10,400 $205K 0.01% new Timeline IYH 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: 6,696 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,225 shares; 2025Q3: 5,246 shares; 2025Q4: 4,646 shares; 2026Q1: 3,318 shares 3,318 $205K 0.01% -1,328 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares; 2025Q4: not reported; 2026Q1: 1,728 shares 1,728 $204K 0.01% new 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: 2,568 shares; 2025Q4: 2,743 shares; 2026Q1: 2,886 shares 2,886 $203K 0.01% +143 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,014 shares 5,014 $203K 0.01% new Timeline JAVA 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: 2,803 shares; 2026Q1: 2,803 shares 2,803 $201K 0.01% 0 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,212 shares; 2024Q4: 13,351 shares; 2025Q1: 14,253 shares; 2025Q2: 15,985 shares; 2025Q3: 16,497 shares; 2025Q4: 18,089 shares; 2026Q1: 21,982 shares 21,982 $195K 0.01% +3,893 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,732 shares; 2025Q2: 64,809 shares; 2025Q3: 56,842 shares; 2025Q4: 34,421 shares; 2026Q1: 22,612 shares 22,612 $182K 0.01% -11,809 Timeline DAPP 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: not reported; 2026Q1: 11,496 shares 11,496 $172K 0.01% new Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP 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: not reported; 2025Q3: not reported; 2025Q4: 43,409 shares; 2026Q1: 43,422 shares 43,422 $168K 0.01% +13 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY 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: not reported; 2025Q3: not reported; 2025Q4: 10,295 shares; 2026Q1: 12,522 shares 12,522 $157K 0.01% +2,227 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,585 shares 13,585 $146K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 11,101 shares; 2025Q1: 11,140 shares; 2025Q2: 12,148 shares; 2025Q3: 11,837 shares; 2025Q4: 10,318 shares; 2026Q1: 10,360 shares 10,360 $142K 0.01% +42 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,492 shares; 2024Q4: 22,809 shares; 2025Q1: 22,330 shares; 2025Q2: 21,330 shares; 2025Q3: 20,026 shares; 2025Q4: 16,616 shares; 2026Q1: 13,308 shares 13,308 $135K 0.01% -3,308 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,920 shares; 2024Q4: 10,920 shares; 2025Q1: 10,920 shares; 2025Q2: 10,920 shares; 2025Q3: 10,920 shares; 2025Q4: 10,920 shares; 2026Q1: 10,920 shares 10,920 $130K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,680 shares; 2024Q4: 13,940 shares; 2025Q1: 13,009 shares; 2025Q2: 12,881 shares; 2025Q3: 12,468 shares; 2025Q4: 12,173 shares; 2026Q1: 11,914 shares 11,914 $119K 0.01% -259 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,095 shares; 2026Q1: 15,095 shares 15,095 $118K 0.01% 0 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 16,250 shares 16,250 $110K 0.01% 0 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $109K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,014 shares; 2025Q2: 11,014 shares; 2025Q3: 11,014 shares; 2025Q4: 10,814 shares; 2026Q1: 10,814 shares 10,814 $91.4K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,935 shares; 2025Q1: 17,337 shares; 2025Q2: 18,281 shares; 2025Q3: 18,641 shares; 2025Q4: 12,491 shares; 2026Q1: 12,091 shares 12,091 $84K <0.01% -400 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,984 shares 10,984 $82.9K <0.01% new Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,064 shares; 2025Q1: 11,064 shares; 2025Q2: 11,064 shares; 2025Q3: 11,064 shares; 2025Q4: 11,064 shares; 2026Q1: 11,064 shares 11,064 $67.9K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares 10,008 $63.1K <0.01% new Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 11,192 shares; 2026Q1: 11,342 shares 11,342 $48.7K <0.01% +150 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 13,085 shares; 2025Q4: 13,585 shares; 2026Q1: 13,585 shares 13,585 $47.8K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $46.3K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,578 shares; 2025Q2: 11,178 shares; 2025Q3: 32,002 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares 12,178 $43.2K <0.01% 0 Timeline OLPX OLAPLEX HLDGS INC More: the full row for OLAPLEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 20,950 shares; 2025Q2: 20,950 shares; 2025Q3: 20,950 shares; 2025Q4: 20,950 shares; 2026Q1: 20,950 shares 20,950 $42.5K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $37.7K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY 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: 12,034 shares; 2026Q1: 18,034 shares 18,034 $36.2K <0.01% +6,000 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,305 shares; 2026Q1: 13,055 shares 13,055 $29.5K <0.01% +2,750 Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS 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: 10,186 shares 10,186 $23.8K <0.01% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $21.8K <0.01% 0 Timeline WKSP WORKSPORT LTD More: the full row for WORKSPORT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,025 shares 15,025 $15.8K <0.01% new Timeline