MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 15,433 shares; 2025Q1: 20,953 shares; 2025Q2: 16,936 shares; 2025Q3: 13,692 shares; 2025Q4: 14,960 shares; 2026Q1: 17,545 shares 17,545 $1.21M 0.03% +2,585 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 10,321 shares; 2025Q1: 10,508 shares; 2025Q2: 14,731 shares; 2025Q3: 9,183 shares; 2025Q4: 8,979 shares; 2026Q1: 9,385 shares 9,385 $1.21M 0.03% +406 Timeline DGCB 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: 11,908 shares; 2024Q4: 12,507 shares; 2025Q1: 15,094 shares; 2025Q2: 16,425 shares; 2025Q3: 20,805 shares; 2025Q4: 19,806 shares; 2026Q1: 22,309 shares 22,309 $1.21M 0.03% +2,503 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 5,224 shares; 2025Q1: 9,585 shares; 2025Q2: 11,935 shares; 2025Q3: 7,815 shares; 2025Q4: 9,627 shares; 2026Q1: 9,167 shares 9,167 $1.21M 0.03% -460 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,036 shares; 2025Q1: 6,644 shares; 2025Q2: 6,811 shares; 2025Q3: 8,277 shares; 2025Q4: 9,577 shares; 2026Q1: 5,702 shares 5,702 $1.2M 0.03% -3,875 Timeline EQL 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: 5,989 shares; 2024Q4: 7,315 shares; 2025Q1: 8,446 shares; 2025Q2: 25,973 shares; 2025Q3: 25,049 shares; 2025Q4: 24,495 shares; 2026Q1: 25,325 shares 25,325 $1.2M 0.03% +830 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: 3,920 shares; 2025Q4: 4,022 shares; 2026Q1: 3,489 shares 3,489 $1.2M 0.03% -533 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,269 shares 6,269 $1.19M 0.03% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,893 shares; 2024Q4: 43,695 shares; 2025Q1: 39,659 shares; 2025Q2: 38,931 shares; 2025Q3: 25,702 shares; 2025Q4: 27,886 shares; 2026Q1: 30,168 shares 30,168 $1.19M 0.03% +2,282 Timeline BUFB 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: 7,018 shares; 2025Q1: 61,031 shares; 2025Q2: 26,251 shares; 2025Q3: 30,348 shares; 2025Q4: 33,006 shares; 2026Q1: 33,074 shares 33,074 $1.19M 0.03% +68 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,997 shares; 2025Q1: 4,325 shares; 2025Q2: 4,160 shares; 2025Q3: 4,011 shares; 2025Q4: 6,358 shares; 2026Q1: 6,465 shares 6,465 $1.18M 0.03% +107 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: 23,816 shares; 2024Q4: 25,314 shares; 2025Q1: 30,234 shares; 2025Q2: 35,638 shares; 2025Q3: 32,824 shares; 2025Q4: 38,218 shares; 2026Q1: 61,254 shares 61,254 $1.18M 0.03% +23,036 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,791 shares; 2025Q3: 48,727 shares; 2025Q4: 52,131 shares; 2026Q1: 33,261 shares 33,261 $1.18M 0.03% -18,870 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 8,222 shares; 2025Q1: 8,920 shares; 2025Q2: 9,760 shares; 2025Q3: 12,212 shares; 2025Q4: 10,502 shares; 2026Q1: 11,864 shares 11,864 $1.18M 0.03% +1,362 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 12,126 shares; 2025Q3: 17,680 shares; 2025Q4: 19,299 shares; 2026Q1: 23,548 shares 23,548 $1.17M 0.03% +4,249 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 5,940 shares; 2025Q1: 6,382 shares; 2025Q2: 4,297 shares; 2025Q3: 4,837 shares; 2025Q4: 5,006 shares; 2026Q1: 4,881 shares 4,881 $1.17M 0.03% -125 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,634 shares; 2025Q4: 86,342 shares; 2026Q1: 106,095 shares 106,095 $1.17M 0.03% +19,753 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: 8,780 shares; 2024Q4: 9,101 shares; 2025Q1: 9,177 shares; 2025Q2: 9,339 shares; 2025Q3: 9,397 shares; 2025Q4: 9,618 shares; 2026Q1: 7,493 shares 7,493 $1.16M 0.03% -2,125 Timeline XMLV 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: 17,174 shares; 2024Q4: 16,623 shares; 2025Q1: 16,509 shares; 2025Q2: 16,488 shares; 2025Q3: 17,455 shares; 2025Q4: 18,207 shares; 2026Q1: 18,487 shares 18,487 $1.16M 0.03% +280 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 9,197 shares; 2025Q1: 4,014 shares; 2025Q2: 4,700 shares; 2025Q3: 5,394 shares; 2025Q4: 4,557 shares; 2026Q1: 5,543 shares 5,543 $1.16M 0.03% +986 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,049 shares; 2025Q1: 6,025 shares; 2025Q2: 6,095 shares; 2025Q3: 5,103 shares; 2025Q4: 5,006 shares; 2026Q1: 4,179 shares 4,179 $1.16M 0.03% -827 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: 9,960 shares; 2024Q4: 10,156 shares; 2025Q1: 14,499 shares; 2025Q2: 14,587 shares; 2025Q3: 14,664 shares; 2025Q4: 12,657 shares; 2026Q1: 12,926 shares 12,926 $1.16M 0.03% +269 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,876 shares; 2024Q4: 56,156 shares; 2025Q1: 72,868 shares; 2025Q2: 50,316 shares; 2025Q3: 51,770 shares; 2025Q4: 54,026 shares; 2026Q1: 28,277 shares 28,277 $1.15M 0.03% -25,749 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,953 shares; 2025Q1: 3,881 shares; 2025Q2: 3,723 shares; 2025Q3: 2,232 shares; 2025Q4: 2,131 shares; 2026Q1: 2,141 shares 2,141 $1.15M 0.03% +10 Timeline RDVI 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: 48,173 shares; 2024Q4: 48,230 shares; 2025Q1: 48,833 shares; 2025Q2: 37,076 shares; 2025Q3: 24,344 shares; 2025Q4: 39,317 shares; 2026Q1: 45,124 shares 45,124 $1.15M 0.03% +5,807 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,804 shares; 2026Q1: 22,936 shares 22,936 $1.14M 0.03% +132 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,601 shares; 2024Q4: 18,685 shares; 2025Q1: 35,261 shares; 2025Q2: 44,912 shares; 2025Q3: 50,403 shares; 2025Q4: 55,227 shares; 2026Q1: 52,805 shares 52,805 $1.13M 0.03% -2,422 Timeline MLN 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: 58,148 shares; 2024Q4: 60,383 shares; 2025Q1: 60,995 shares; 2025Q2: 44,676 shares; 2025Q3: 57,653 shares; 2025Q4: 59,115 shares; 2026Q1: 64,877 shares 64,877 $1.13M 0.03% +5,762 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: 6,576 shares; 2024Q4: 8,490 shares; 2025Q1: 7,890 shares; 2025Q2: 7,808 shares; 2025Q3: 44,050 shares; 2025Q4: 45,317 shares; 2026Q1: 50,221 shares 50,221 $1.13M 0.03% +4,904 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 3,835 shares; 2025Q1: 5,532 shares; 2025Q2: 5,343 shares; 2025Q3: 3,576 shares; 2025Q4: 4,321 shares; 2026Q1: 5,366 shares 5,366 $1.13M 0.03% +1,045 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,593 shares; 2024Q4: 23,336 shares; 2025Q1: 22,152 shares; 2025Q2: 21,413 shares; 2025Q3: 19,455 shares; 2025Q4: 23,098 shares; 2026Q1: 21,567 shares 21,567 $1.12M 0.03% -1,531 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: 30,144 shares; 2024Q4: 37,515 shares; 2025Q1: 27,450 shares; 2025Q2: 19,311 shares; 2025Q3: 17,673 shares; 2025Q4: 24,514 shares; 2026Q1: 20,988 shares 20,988 $1.12M 0.03% -3,526 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: 6,390 shares; 2024Q4: 15,375 shares; 2025Q1: 24,077 shares; 2025Q2: 20,316 shares; 2025Q3: 20,487 shares; 2025Q4: 23,263 shares; 2026Q1: 24,195 shares 24,195 $1.12M 0.03% +932 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 966 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,183 shares; 2025Q4: 1,203 shares; 2026Q1: 2,075 shares 2,075 $1.12M 0.03% +872 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,060 shares; 2025Q1: 9,941 shares; 2025Q2: 9,954 shares; 2025Q3: 9,927 shares; 2025Q4: 10,534 shares; 2026Q1: 11,158 shares 11,158 $1.12M 0.03% +624 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 39,799 shares; 2025Q1: 47,080 shares; 2025Q2: 36,809 shares; 2025Q3: 38,558 shares; 2025Q4: 37,247 shares; 2026Q1: 29,407 shares 29,407 $1.11M 0.03% -7,840 Timeline DXUV 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: 18,657 shares; 2026Q1: 18,657 shares 18,657 $1.11M 0.03% 0 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: 55,679 shares; 2026Q1: 46,194 shares 46,194 $1.11M 0.03% -9,485 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,181 shares; 2025Q1: 2,987 shares; 2025Q2: 2,928 shares; 2025Q3: 2,968 shares; 2025Q4: 3,070 shares; 2026Q1: 3,084 shares 3,084 $1.1M 0.03% +14 Timeline DJD 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: not reported; 2026Q1: 18,423 shares 18,423 $1.1M 0.03% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,359 shares 10,359 $1.1M 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,479 shares; 2025Q1: 3,753 shares; 2025Q2: 3,028 shares; 2025Q3: 3,340 shares; 2025Q4: 4,417 shares; 2026Q1: 5,963 shares 5,963 $1.1M 0.03% +1,546 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 64,635 shares 64,635 $1.09M 0.03% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,782 shares; 2024Q4: 24,289 shares; 2025Q1: 20,840 shares; 2025Q2: 20,767 shares; 2025Q3: 20,669 shares; 2025Q4: 26,695 shares; 2026Q1: 26,522 shares 26,522 $1.08M 0.03% -173 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 9,237 shares; 2025Q4: 15,519 shares; 2026Q1: 10,798 shares 10,798 $1.08M 0.03% -4,721 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: 8,336 shares; 2026Q1: 10,062 shares 10,062 $1.08M 0.03% +1,726 Timeline IGEB 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: 124,328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,603 shares; 2025Q3: 24,293 shares; 2025Q4: 23,458 shares; 2026Q1: 23,923 shares 23,923 $1.08M 0.03% +465 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,670 shares; 2024Q4: 22,557 shares; 2025Q1: 24,308 shares; 2025Q2: 24,888 shares; 2025Q3: 17,719 shares; 2025Q4: 17,381 shares; 2026Q1: 18,950 shares 18,950 $1.08M 0.02% +1,569 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,117 shares; 2025Q1: 1,207 shares; 2025Q2: 1,386 shares; 2025Q3: 1,244 shares; 2025Q4: 1,162 shares; 2026Q1: 1,200 shares 1,200 $1.07M 0.02% +38 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,320 shares; 2024Q4: 37,074 shares; 2025Q1: 37,403 shares; 2025Q2: 39,301 shares; 2025Q3: 17,771 shares; 2025Q4: 25,325 shares; 2026Q1: 21,447 shares 21,447 $1.07M 0.02% -3,878 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,225 shares 33,225 $1.07M 0.02% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,039 shares; 2024Q4: 33,840 shares; 2025Q1: 15,292 shares; 2025Q2: 51,447 shares; 2025Q3: 42,490 shares; 2025Q4: 41,175 shares; 2026Q1: 26,392 shares 26,392 $1.07M 0.02% -14,783 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 1,852 shares; 2025Q1: 1,428 shares; 2025Q2: 1,628 shares; 2025Q3: 1,951 shares; 2025Q4: 2,554 shares; 2026Q1: 2,906 shares 2,906 $1.07M 0.02% +352 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: 8,726 shares; 2024Q4: 16,205 shares; 2025Q1: 12,731 shares; 2025Q2: 10,669 shares; 2025Q3: 12,013 shares; 2025Q4: 7,424 shares; 2026Q1: 4,280 shares 4,280 $1.07M 0.02% -3,144 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,059 shares; 2024Q4: 10,723 shares; 2025Q1: 11,828 shares; 2025Q2: 10,474 shares; 2025Q3: 11,675 shares; 2025Q4: 12,194 shares; 2026Q1: 9,669 shares 9,669 $1.06M 0.02% -2,525 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 8,531 shares; 2025Q1: 4,527 shares; 2025Q2: 8,075 shares; 2025Q3: 6,676 shares; 2025Q4: 7,074 shares; 2026Q1: 7,042 shares 7,042 $1.06M 0.02% -32 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 15,949 shares 15,949 $1.05M 0.02% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 13,574 shares; 2025Q1: 12,669 shares; 2025Q2: 19,118 shares; 2025Q3: 18,190 shares; 2025Q4: 21,780 shares; 2026Q1: 26,231 shares 26,231 $1.05M 0.02% +4,451 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 6,073 shares; 2025Q1: 6,591 shares; 2025Q2: 8,707 shares; 2025Q3: 7,018 shares; 2025Q4: 7,413 shares; 2026Q1: 7,950 shares 7,950 $1.05M 0.02% +537 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 4,103 shares; 2025Q3: 2,583 shares; 2025Q4: 5,768 shares; 2026Q1: 6,941 shares 6,941 $1.04M 0.02% +1,173 Timeline SCHF 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: 7,300 shares; 2024Q4: 14,906 shares; 2025Q1: 18,361 shares; 2025Q2: 31,318 shares; 2025Q3: 31,186 shares; 2025Q4: 36,716 shares; 2026Q1: 42,091 shares 42,091 $1.04M 0.02% +5,375 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,633 shares; 2026Q1: 21,305 shares 21,305 $1.04M 0.02% +5,672 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,686 shares; 2025Q1: 4,903 shares; 2025Q2: 6,537 shares; 2025Q3: 7,034 shares; 2025Q4: 7,314 shares; 2026Q1: 5,688 shares 5,688 $1.04M 0.02% -1,626 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 6,395 shares; 2025Q1: 5,980 shares; 2025Q2: 6,912 shares; 2025Q3: 7,184 shares; 2025Q4: 7,449 shares; 2026Q1: 7,109 shares 7,109 $1.04M 0.02% -340 Timeline GRID 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: 1,796 shares; 2024Q4: 1,871 shares; 2025Q1: 1,951 shares; 2025Q2: 3,556 shares; 2025Q3: 3,409 shares; 2025Q4: 4,091 shares; 2026Q1: 6,334 shares 6,334 $1.04M 0.02% +2,243 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares; 2026Q1: 5,992 shares 5,992 $1.03M 0.02% +547 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,123 shares; 2025Q1: 2,387 shares; 2025Q2: 2,716 shares; 2025Q3: 1,776 shares; 2025Q4: 1,683 shares; 2026Q1: 1,880 shares 1,880 $1.03M 0.02% +197 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,984 shares; 2024Q4: 114,548 shares; 2025Q1: 117,176 shares; 2025Q2: 24,137 shares; 2025Q3: 17,714 shares; 2025Q4: 11,349 shares; 2026Q1: 18,190 shares 18,190 $1.03M 0.02% +6,841 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,945 shares; 2025Q2: 9,059 shares; 2025Q3: 6,379 shares; 2025Q4: 6,671 shares; 2026Q1: 5,433 shares 5,433 $1.03M 0.02% -1,238 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,402 shares; 2024Q4: 73,172 shares; 2025Q1: 68,512 shares; 2025Q2: 54,851 shares; 2025Q3: 42,253 shares; 2025Q4: 31,839 shares; 2026Q1: 30,789 shares 30,789 $1.02M 0.02% -1,050 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 9,615 shares; 2025Q1: 7,900 shares; 2025Q2: 10,920 shares; 2025Q3: 8,258 shares; 2025Q4: 8,557 shares; 2026Q1: 9,352 shares 9,352 $1.02M 0.02% +795 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: 19,196 shares; 2024Q4: 20,139 shares; 2025Q1: 34,512 shares; 2025Q2: 31,157 shares; 2025Q3: 28,249 shares; 2025Q4: 29,819 shares; 2026Q1: 35,516 shares 35,516 $1.02M 0.02% +5,697 Timeline DIVB 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: 17,591 shares; 2024Q4: 22,831 shares; 2025Q1: 22,961 shares; 2025Q2: 20,837 shares; 2025Q3: 17,577 shares; 2025Q4: 17,892 shares; 2026Q1: 18,888 shares 18,888 $1.02M 0.02% +996 Timeline XSMO 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: 8,531 shares; 2024Q4: 8,550 shares; 2025Q1: 6,140 shares; 2025Q2: 10,985 shares; 2025Q3: 10,983 shares; 2025Q4: 11,324 shares; 2026Q1: 13,377 shares 13,377 $1.02M 0.02% +2,053 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,780 shares; 2025Q1: 4,302 shares; 2025Q2: 9,808 shares; 2025Q3: 10,355 shares; 2025Q4: 11,512 shares; 2026Q1: 11,154 shares 11,154 $1.02M 0.02% -358 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: 20,914 shares; 2024Q4: 22,717 shares; 2025Q1: 19,299 shares; 2025Q2: 22,015 shares; 2025Q3: 18,261 shares; 2025Q4: 16,761 shares; 2026Q1: 17,375 shares 17,375 $1.01M 0.02% +614 Timeline DDTL 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: 53,010 shares; 2025Q4: 50,874 shares; 2026Q1: 49,001 shares 49,001 $1.01M 0.02% -1,873 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: 5,236 shares; 2024Q4: 5,683 shares; 2025Q1: 5,666 shares; 2025Q2: 5,665 shares; 2025Q3: 5,922 shares; 2025Q4: 6,247 shares; 2026Q1: 7,633 shares 7,633 $1.01M 0.02% +1,386 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: 5,386 shares; 2024Q4: 5,708 shares; 2025Q1: 5,645 shares; 2025Q2: 6,099 shares; 2025Q3: 2,980 shares; 2025Q4: 3,293 shares; 2026Q1: 3,217 shares 3,217 $1.01M 0.02% -76 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 24,443 shares; 2025Q3: 24,315 shares; 2025Q4: 26,625 shares; 2026Q1: 26,125 shares 26,125 $1.01M 0.02% -500 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,868 shares; 2025Q4: 49,775 shares; 2026Q1: 47,956 shares 47,956 $1.01M 0.02% -1,819 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,927 shares; 2025Q1: 3,157 shares; 2025Q2: 2,561 shares; 2025Q3: 2,589 shares; 2025Q4: 2,594 shares; 2026Q1: 2,767 shares 2,767 $1.01M 0.02% +173 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 31,541 shares; 2025Q1: 36,275 shares; 2025Q2: 39,604 shares; 2025Q3: 41,278 shares; 2025Q4: 51,122 shares; 2026Q1: 52,248 shares 52,248 $1M 0.02% +1,126 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,008 shares; 2025Q3: 4,316 shares; 2025Q4: 4,345 shares; 2026Q1: 4,557 shares 4,557 $998K 0.02% +212 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 7,344 shares; 2025Q1: 8,253 shares; 2025Q2: 8,074 shares; 2025Q3: 8,894 shares; 2025Q4: 9,016 shares; 2026Q1: 10,278 shares 10,278 $991K 0.02% +1,262 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,548 shares; 2024Q4: 53,985 shares; 2025Q1: 51,994 shares; 2025Q2: 54,620 shares; 2025Q3: 28,917 shares; 2025Q4: 26,594 shares; 2026Q1: 22,973 shares 22,973 $989K 0.02% -3,621 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 4,215 shares; 2025Q1: 3,810 shares; 2025Q2: 4,016 shares; 2025Q3: 3,629 shares; 2025Q4: 3,438 shares; 2026Q1: 4,041 shares 4,041 $987K 0.02% +603 Timeline COWZ 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: 66,538 shares; 2024Q4: 101,459 shares; 2025Q1: 84,848 shares; 2025Q2: 51,590 shares; 2025Q3: 33,721 shares; 2025Q4: 15,556 shares; 2026Q1: 15,764 shares 15,764 $986K 0.02% +208 Timeline BAUG 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: 16,731 shares; 2024Q4: 24,615 shares; 2025Q1: 24,346 shares; 2025Q2: 23,843 shares; 2025Q3: 20,818 shares; 2025Q4: 20,801 shares; 2026Q1: 20,069 shares 20,069 $980K 0.02% -732 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,721 shares; 2024Q4: 39,733 shares; 2025Q1: 35,847 shares; 2025Q2: 44,257 shares; 2025Q3: 37,852 shares; 2025Q4: 30,875 shares; 2026Q1: 28,948 shares 28,948 $971K 0.02% -1,927 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 3,126 shares; 2025Q1: 2,383 shares; 2025Q2: 1,875 shares; 2025Q3: 2,374 shares; 2025Q4: 2,280 shares; 2026Q1: 3,204 shares 3,204 $968K 0.02% +924 Timeline PBE 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: 27,492 shares; 2024Q4: 22,365 shares; 2025Q1: 17,899 shares; 2025Q2: 15,333 shares; 2025Q3: 11,916 shares; 2025Q4: 11,384 shares; 2026Q1: 12,219 shares 12,219 $968K 0.02% +835 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 3,086 shares; 2025Q1: 3,004 shares; 2025Q2: 3,015 shares; 2025Q3: 2,738 shares; 2025Q4: 2,791 shares; 2026Q1: 2,716 shares 2,716 $967K 0.02% -75 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,251 shares; 2025Q1: 2,272 shares; 2025Q2: 2,283 shares; 2025Q3: 1,910 shares; 2025Q4: 1,834 shares; 2026Q1: 1,321 shares 1,321 $963K 0.02% -513 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: 16,433 shares; 2024Q4: 25,138 shares; 2025Q1: 25,138 shares; 2025Q2: 25,138 shares; 2025Q3: 80,372 shares; 2025Q4: 25,173 shares; 2026Q1: 25,132 shares 25,132 $958K 0.02% -41 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 11,249 shares; 2025Q1: 11,728 shares; 2025Q2: 11,974 shares; 2025Q3: 11,895 shares; 2025Q4: 9,767 shares; 2026Q1: 9,782 shares 9,782 $950K 0.02% +15 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: not reported; 2025Q3: 37,782 shares; 2025Q4: 44,161 shares; 2026Q1: 38,803 shares 38,803 $943K 0.02% -5,358 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,173 shares; 2024Q4: 13,297 shares; 2025Q1: 21,628 shares; 2025Q2: 21,413 shares; 2025Q3: 20,879 shares; 2025Q4: 20,879 shares; 2026Q1: 22,362 shares 22,362 $937K 0.02% +1,483 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 20,624 shares; 2025Q1: 20,196 shares; 2025Q2: 19,819 shares; 2025Q3: 19,218 shares; 2025Q4: 23,382 shares; 2026Q1: 22,034 shares 22,034 $936K 0.02% -1,348 Timeline ESSC 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: 35,647 shares 35,647 $933K 0.02% new Timeline DFEM 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: 18,167 shares; 2024Q4: 19,024 shares; 2025Q1: 20,997 shares; 2025Q2: 23,299 shares; 2025Q3: 26,989 shares; 2025Q4: 23,630 shares; 2026Q1: 26,959 shares 26,959 $931K 0.02% +3,329 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,412 shares; 2024Q4: 23,417 shares; 2025Q1: 21,747 shares; 2025Q2: 21,147 shares; 2025Q3: 21,152 shares; 2025Q4: 22,018 shares; 2026Q1: 22,698 shares 22,698 $926K 0.02% +680 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,775 shares; 2025Q4: 1,285 shares; 2026Q1: 4,426 shares 4,426 $925K 0.02% +3,141 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 20,960 shares; 2025Q1: 19,753 shares; 2025Q2: 15,789 shares; 2025Q3: 15,314 shares; 2025Q4: 22,169 shares; 2026Q1: 20,279 shares 20,279 $925K 0.02% -1,890 Timeline XJUN 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: 14,023 shares; 2025Q1: 19,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,486 shares 21,486 $923K 0.02% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 9,470 shares; 2025Q1: 9,454 shares; 2025Q2: 9,755 shares; 2025Q3: 7,605 shares; 2025Q4: 6,834 shares; 2026Q1: 6,448 shares 6,448 $922K 0.02% -386 Timeline ECOW 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: not reported; 2026Q1: 34,392 shares 34,392 $917K 0.02% new 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: 1,417 shares; 2026Q1: 4,186 shares 4,186 $915K 0.02% +2,769 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 5,521 shares; 2025Q1: 5,550 shares; 2025Q2: 7,350 shares; 2025Q3: 7,448 shares; 2025Q4: 5,600 shares; 2026Q1: 8,241 shares 8,241 $906K 0.02% +2,641 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 13,340 shares; 2025Q1: 13,561 shares; 2025Q2: 16,211 shares; 2025Q3: 15,699 shares; 2025Q4: 15,435 shares; 2026Q1: 15,339 shares 15,339 $902K 0.02% -96 Timeline SGOV 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: 4,098 shares; 2024Q4: 2,777 shares; 2025Q1: 3,553 shares; 2025Q2: 4,743 shares; 2025Q3: 8,385 shares; 2025Q4: 12,237 shares; 2026Q1: 8,936 shares 8,936 $900K 0.02% -3,301 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 2,881 shares; 2026Q1: 3,301 shares 3,301 $893K 0.02% +420 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: 25,544 shares; 2024Q4: 24,488 shares; 2025Q1: 17,711 shares; 2025Q2: 30,655 shares; 2025Q3: 31,241 shares; 2025Q4: 26,878 shares; 2026Q1: 21,337 shares 21,337 $892K 0.02% -5,541 Timeline RWM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000 $892K 0.02% new Timeline JPIB 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: 22,663 shares; 2025Q3: 18,454 shares; 2025Q4: 18,632 shares; 2026Q1: 18,631 shares 18,631 $891K 0.02% -1 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: 8,422 shares; 2024Q4: 10,755 shares; 2025Q1: 15,219 shares; 2025Q2: 16,217 shares; 2025Q3: 18,734 shares; 2025Q4: 16,170 shares; 2026Q1: 16,950 shares 16,950 $889K 0.02% +780 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,492 shares; 2024Q4: 107,572 shares; 2025Q1: 105,982 shares; 2025Q2: 101,799 shares; 2025Q3: 110,646 shares; 2025Q4: 112,167 shares; 2026Q1: 9,459 shares 9,459 $888K 0.02% -102,708 Timeline SPLB 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: 40,517 shares; 2025Q2: 55,498 shares; 2025Q3: not reported; 2025Q4: 11,386 shares; 2026Q1: 39,952 shares 39,952 $888K 0.02% +28,566 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: 6,768 shares; 2025Q3: 8,919 shares; 2025Q4: 13,975 shares; 2026Q1: 22,083 shares 22,083 $888K 0.02% +8,108 Timeline APOC 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: 35,277 shares; 2026Q1: 34,261 shares 34,261 $875K 0.02% -1,016 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 12,147 shares; 2025Q1: 5,612 shares; 2025Q2: 4,313 shares; 2025Q3: 3,907 shares; 2025Q4: 3,925 shares; 2026Q1: 4,197 shares 4,197 $873K 0.02% +272 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: 3,523 shares; 2024Q4: 3,697 shares; 2025Q1: 3,908 shares; 2025Q2: 4,121 shares; 2025Q3: 4,211 shares; 2025Q4: 3,910 shares; 2026Q1: 2,530 shares 2,530 $873K 0.02% -1,380 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: 7,193 shares; 2024Q4: 7,246 shares; 2025Q1: 8,017 shares; 2025Q2: 8,470 shares; 2025Q3: 8,730 shares; 2025Q4: 9,036 shares; 2026Q1: 9,314 shares 9,314 $873K 0.02% +278 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 5,007 shares; 2025Q1: 8,497 shares; 2025Q2: 8,934 shares; 2025Q3: 8,952 shares; 2025Q4: 3,451 shares; 2026Q1: 3,283 shares 3,283 $872K 0.02% -168 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,361 shares; 2025Q1: 8,653 shares; 2025Q2: 8,683 shares; 2025Q3: 8,948 shares; 2025Q4: 8,407 shares; 2026Q1: 7,812 shares 7,812 $870K 0.02% -595 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,530 shares; 2025Q1: 136,525 shares; 2025Q2: 8,859 shares; 2025Q3: 6,442 shares; 2025Q4: 6,127 shares; 2026Q1: 18,487 shares 18,487 $870K 0.02% +12,360 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,087 shares; 2024Q4: 48,399 shares; 2025Q1: 48,417 shares; 2025Q2: 55,656 shares; 2025Q3: 48,195 shares; 2025Q4: 41,657 shares; 2026Q1: 45,021 shares 45,021 $869K 0.02% +3,364 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 1,862 shares; 2025Q1: 1,932 shares; 2025Q2: 2,272 shares; 2025Q3: 1,912 shares; 2025Q4: 3,697 shares; 2026Q1: 4,005 shares 4,005 $868K 0.02% +308 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,326 shares; 2024Q4: 32,071 shares; 2025Q1: 29,261 shares; 2025Q2: 20,781 shares; 2025Q3: 19,386 shares; 2025Q4: 17,932 shares; 2026Q1: 17,284 shares 17,284 $863K 0.02% -648 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,450 shares; 2025Q1: 10,205 shares; 2025Q2: 9,672 shares; 2025Q3: 22,246 shares; 2025Q4: 22,243 shares; 2026Q1: 22,243 shares 22,243 $861K 0.02% 0 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: 1,807 shares; 2025Q4: 1,674 shares; 2026Q1: 6,096 shares 6,096 $860K 0.02% +4,422 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 5,355 shares; 2025Q1: 5,983 shares; 2025Q2: 5,033 shares; 2025Q3: 2,310 shares; 2025Q4: 2,090 shares; 2026Q1: 1,924 shares 1,924 $859K 0.02% -166 Timeline VOOG 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: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 1,282 shares; 2025Q4: 1,756 shares; 2026Q1: 2,100 shares 2,100 $856K 0.02% +344 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,022 shares; 2025Q4: 32,012 shares; 2026Q1: 26,061 shares 26,061 $855K 0.02% -5,951 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,786 shares; 2025Q1: 9,117 shares; 2025Q2: 12,518 shares; 2025Q3: 11,797 shares; 2025Q4: 11,980 shares; 2026Q1: 9,123 shares 9,123 $854K 0.02% -2,857 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: 5,020 shares; 2024Q4: 5,082 shares; 2025Q1: 3,846 shares; 2025Q2: 5,671 shares; 2025Q3: 4,360 shares; 2025Q4: 4,310 shares; 2026Q1: 6,825 shares 6,825 $852K 0.02% +2,515 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,735 shares; 2024Q4: 39,200 shares; 2025Q1: 34,921 shares; 2025Q2: 26,765 shares; 2025Q3: 27,118 shares; 2025Q4: 27,628 shares; 2026Q1: 29,305 shares 29,305 $851K 0.02% +1,677 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 4,264 shares; 2025Q1: 2,647 shares; 2025Q2: 2,683 shares; 2025Q3: 3,166 shares; 2025Q4: 3,258 shares; 2026Q1: 3,042 shares 3,042 $850K 0.02% -216 Timeline XBJA 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: 36,376 shares; 2024Q4: 36,197 shares; 2025Q1: 28,583 shares; 2025Q2: 28,178 shares; 2025Q3: 28,031 shares; 2025Q4: 27,903 shares; 2026Q1: 27,113 shares 27,113 $848K 0.02% -790 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,989 shares; 2025Q1: 3,119 shares; 2025Q2: 3,847 shares; 2025Q3: 3,205 shares; 2025Q4: 3,217 shares; 2026Q1: 2,371 shares 2,371 $845K 0.02% -846 Timeline FVD 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: 11,213 shares; 2024Q4: 10,943 shares; 2025Q1: 15,563 shares; 2025Q2: 18,144 shares; 2025Q3: 18,189 shares; 2025Q4: 18,777 shares; 2026Q1: 17,898 shares 17,898 $842K 0.02% -879 Timeline BUFQ 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: 22,232 shares; 2024Q4: 23,268 shares; 2025Q1: 19,273 shares; 2025Q2: 23,829 shares; 2025Q3: 20,577 shares; 2025Q4: 23,055 shares; 2026Q1: 23,760 shares 23,760 $839K 0.02% +705 Timeline TMSL 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: 7,430 shares; 2025Q1: 8,440 shares; 2025Q2: 8,607 shares; 2025Q3: 8,203 shares; 2025Q4: 7,857 shares; 2026Q1: 22,817 shares 22,817 $837K 0.02% +14,960 Timeline IWR 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: 9,396 shares; 2024Q4: 10,241 shares; 2025Q1: 10,793 shares; 2025Q2: 12,635 shares; 2025Q3: 9,360 shares; 2025Q4: 13,634 shares; 2026Q1: 8,576 shares 8,576 $834K 0.02% -5,058 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,433 shares; 2025Q1: 1,369 shares; 2025Q2: 1,462 shares; 2025Q3: 1,793 shares; 2025Q4: 5,224 shares; 2026Q1: 4,197 shares 4,197 $832K 0.02% -1,027 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,774 shares; 2024Q4: 19,690 shares; 2025Q1: 17,634 shares; 2025Q2: 18,003 shares; 2025Q3: 14,174 shares; 2025Q4: 12,359 shares; 2026Q1: 13,798 shares 13,798 $830K 0.02% +1,439 Timeline ZAPR 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: 15,572 shares; 2025Q3: 31,418 shares; 2025Q4: 29,926 shares; 2026Q1: 31,755 shares 31,755 $829K 0.02% +1,829 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 18,811 shares; 2025Q1: 12,319 shares; 2025Q2: 13,549 shares; 2025Q3: 14,745 shares; 2025Q4: 17,752 shares; 2026Q1: 17,717 shares 17,717 $827K 0.02% -35 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares 6,862 $810K 0.02% new 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: 6,253 shares; 2024Q4: 7,070 shares; 2025Q1: 7,066 shares; 2025Q2: 6,447 shares; 2025Q3: 6,215 shares; 2025Q4: 7,816 shares; 2026Q1: 7,518 shares 7,518 $809K 0.02% -298 Timeline DJUL 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: 6,582 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares 17,300 $809K 0.02% 0 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: 5,285 shares; 2024Q4: 4,942 shares; 2025Q1: 4,637 shares; 2025Q2: 5,014 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,006 shares 15,006 $808K 0.02% new Timeline SCHX 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: 7,522 shares; 2024Q4: 21,908 shares; 2025Q1: 25,129 shares; 2025Q2: 27,340 shares; 2025Q3: 24,095 shares; 2025Q4: 17,217 shares; 2026Q1: 31,447 shares 31,447 $806K 0.02% +14,230 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: 11,579 shares; 2025Q1: 11,931 shares; 2025Q2: 15,060 shares; 2025Q3: 16,820 shares; 2025Q4: 16,761 shares; 2026Q1: 13,590 shares 13,590 $803K 0.02% -3,171 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $801K 0.02% 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: not reported; 2025Q3: 4,150 shares; 2025Q4: 5,335 shares; 2026Q1: 10,069 shares 10,069 $801K 0.02% +4,734 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,647 shares; 2025Q2: 10,947 shares; 2025Q3: 35,168 shares; 2025Q4: 56,560 shares; 2026Q1: 43,575 shares 43,575 $799K 0.02% -12,985 Timeline BITI 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: 23,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,116 shares; 2026Q1: 29,934 shares 29,934 $798K 0.02% -3,182 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: 23,328 shares; 2024Q4: 11,267 shares; 2025Q1: 8,328 shares; 2025Q2: 10,143 shares; 2025Q3: 9,685 shares; 2025Q4: 9,726 shares; 2026Q1: 10,993 shares 10,993 $795K 0.02% +1,267 Timeline XMAR 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: 27,649 shares; 2024Q4: 47,307 shares; 2025Q1: 44,957 shares; 2025Q2: 50,418 shares; 2025Q3: 48,583 shares; 2025Q4: 37,001 shares; 2026Q1: 19,618 shares 19,618 $794K 0.02% -17,383 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: 13,920 shares; 2024Q4: 14,520 shares; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 18,710 shares; 2025Q4: 21,205 shares; 2026Q1: 23,011 shares 23,011 $791K 0.02% +1,806 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,778 shares; 2025Q2: 7,010 shares; 2025Q3: 8,278 shares; 2025Q4: 17,052 shares; 2026Q1: 10,964 shares 10,964 $780K 0.02% -6,088 Timeline TOPT 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: 27,221 shares 27,221 $779K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 4,940 shares; 2025Q1: 7,046 shares; 2025Q2: 6,733 shares; 2025Q3: 5,512 shares; 2025Q4: 5,756 shares; 2026Q1: 6,881 shares 6,881 $779K 0.02% +1,125 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: not reported; 2024Q4: not reported; 2025Q1: 4,165 shares; 2025Q2: 4,168 shares; 2025Q3: 5,095 shares; 2025Q4: 5,232 shares; 2026Q1: 9,203 shares 9,203 $777K 0.02% +3,971 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 4,598 shares; 2025Q3: 4,455 shares; 2025Q4: 6,023 shares; 2026Q1: 12,224 shares 12,224 $766K 0.02% +6,201 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: 14,266 shares; 2024Q4: 34,048 shares; 2025Q1: 35,374 shares; 2025Q2: 35,071 shares; 2025Q3: 10,302 shares; 2025Q4: 4,404 shares; 2026Q1: 4,400 shares 4,400 $763K 0.02% -4 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 11,964 shares; 2025Q1: 5,646 shares; 2025Q2: 6,234 shares; 2025Q3: 5,912 shares; 2025Q4: 4,717 shares; 2026Q1: 3,025 shares 3,025 $748K 0.02% -1,692 Timeline HYGW 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: 49,831 shares; 2025Q1: 48,958 shares; 2025Q2: 54,797 shares; 2025Q3: 55,685 shares; 2025Q4: 59,153 shares; 2026Q1: 25,332 shares 25,332 $747K 0.02% -33,821 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 6,497 shares; 2025Q4: 6,792 shares; 2026Q1: 5,763 shares 5,763 $747K 0.02% -1,029 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,878 shares; 2024Q4: 31,494 shares; 2025Q1: 35,857 shares; 2025Q2: 27,553 shares; 2025Q3: 25,905 shares; 2025Q4: 21,546 shares; 2026Q1: 16,197 shares 16,197 $746K 0.02% -5,349 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: 36,181 shares; 2024Q4: 17,672 shares; 2025Q1: 15,394 shares; 2025Q2: 12,926 shares; 2025Q3: 12,927 shares; 2025Q4: 14,099 shares; 2026Q1: 16,383 shares 16,383 $746K 0.02% +2,284 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,592 shares; 2025Q3: 12,366 shares; 2025Q4: 18,593 shares; 2026Q1: 22,855 shares 22,855 $742K 0.02% +4,262 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,328 shares; 2024Q4: 14,359 shares; 2025Q1: 14,761 shares; 2025Q2: 12,955 shares; 2025Q3: 11,331 shares; 2025Q4: 10,138 shares; 2026Q1: 9,894 shares 9,894 $738K 0.02% -244 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,953 shares; 2025Q2: 10,043 shares; 2025Q3: 9,538 shares; 2025Q4: 9,358 shares; 2026Q1: 9,310 shares 9,310 $737K 0.02% -48 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,815 shares; 2025Q1: 8,578 shares; 2025Q2: 12,711 shares; 2025Q3: 11,436 shares; 2025Q4: 11,652 shares; 2026Q1: 15,771 shares 15,771 $733K 0.02% +4,119 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,106 shares; 2025Q3: 1,178 shares; 2025Q4: 2,184 shares; 2026Q1: 2,298 shares 2,298 $731K 0.02% +114 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 17,512 shares; 2025Q1: 19,361 shares; 2025Q2: 20,558 shares; 2025Q3: 20,855 shares; 2025Q4: 21,228 shares; 2026Q1: 21,386 shares 21,386 $730K 0.02% +158 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: 10,235 shares; 2024Q4: 12,281 shares; 2025Q1: 20,597 shares; 2025Q2: 23,334 shares; 2025Q3: 24,449 shares; 2025Q4: 25,423 shares; 2026Q1: 29,173 shares 29,173 $723K 0.02% +3,750 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,596 shares; 2025Q1: 1,513 shares; 2025Q2: 1,911 shares; 2025Q3: 885 shares; 2025Q4: 899 shares; 2026Q1: 1,491 shares 1,491 $723K 0.02% +592 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: 5,502 shares; 2025Q3: 5,305 shares; 2025Q4: 5,257 shares; 2026Q1: 16,158 shares 16,158 $722K 0.02% +10,901 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,034 shares; 2025Q2: 15,688 shares; 2025Q3: 16,398 shares; 2025Q4: 20,446 shares; 2026Q1: 14,539 shares 14,539 $721K 0.02% -5,907 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 17,776 shares; 2025Q1: 17,810 shares; 2025Q2: 15,598 shares; 2025Q3: 15,278 shares; 2025Q4: 15,033 shares; 2026Q1: 14,094 shares 14,094 $716K 0.02% -939 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,546 shares; 2026Q1: 122,546 shares 122,546 $714K 0.02% 0 Timeline JIG 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: 9,780 shares; 2025Q4: 9,618 shares; 2026Q1: 9,591 shares 9,591 $712K 0.02% -27 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,546 shares; 2025Q2: 11,402 shares; 2025Q3: 9,413 shares; 2025Q4: 9,422 shares; 2026Q1: 10,525 shares 10,525 $711K 0.02% +1,103 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: 7,780 shares; 2024Q4: 6,004 shares; 2025Q1: 5,755 shares; 2025Q2: 5,502 shares; 2025Q3: 4,078 shares; 2025Q4: 3,740 shares; 2026Q1: 3,558 shares 3,558 $711K 0.02% -182 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 12,726 shares; 2025Q1: 13,777 shares; 2025Q2: 14,666 shares; 2025Q3: 13,062 shares; 2025Q4: 12,939 shares; 2026Q1: 12,976 shares 12,976 $711K 0.02% +37 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,718 shares; 2024Q4: 26,550 shares; 2025Q1: 23,270 shares; 2025Q2: 22,453 shares; 2025Q3: 30,449 shares; 2025Q4: 29,104 shares; 2026Q1: 28,769 shares 28,769 $711K 0.02% -335 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,895 shares 12,895 $702K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 12,735 shares; 2025Q1: 12,666 shares; 2025Q2: 11,583 shares; 2025Q3: 11,249 shares; 2025Q4: 11,394 shares; 2026Q1: 9,400 shares 9,400 $700K 0.02% -1,994 Timeline FLRN 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: 40,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,964 shares; 2026Q1: 22,738 shares 22,738 $700K 0.02% -226 Timeline IGOV 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: 19,617 shares; 2025Q3: 17,405 shares; 2025Q4: 16,960 shares; 2026Q1: 17,011 shares 17,011 $698K 0.02% +51 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: 8,959 shares; 2024Q4: 9,454 shares; 2025Q1: 10,663 shares; 2025Q2: 11,551 shares; 2025Q3: 10,021 shares; 2025Q4: 10,156 shares; 2026Q1: 9,843 shares 9,843 $696K 0.02% -313 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,756 shares; 2025Q4: 9,477 shares; 2026Q1: 9,914 shares 9,914 $694K 0.02% +437 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares; 2026Q1: 10,693 shares 10,693 $687K 0.02% +5,947 Timeline QTEC 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: 2,824 shares; 2024Q4: 2,811 shares; 2025Q1: 2,890 shares; 2025Q2: 3,099 shares; 2025Q3: 3,406 shares; 2025Q4: 3,319 shares; 2026Q1: 3,176 shares 3,176 $686K 0.02% -143 Timeline BUG 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: 60,756 shares; 2024Q4: 38,967 shares; 2025Q1: 24,319 shares; 2025Q2: 19,073 shares; 2025Q3: 14,877 shares; 2025Q4: 20,208 shares; 2026Q1: 27,244 shares 27,244 $684K 0.02% +7,036 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,770 shares; 2025Q3: 15,127 shares; 2025Q4: 15,646 shares; 2026Q1: 16,120 shares 16,120 $683K 0.02% +474 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,465 shares; 2025Q3: 32,926 shares; 2025Q4: 27,510 shares; 2026Q1: 31,905 shares 31,905 $681K 0.02% +4,395 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,263 shares; 2025Q1: 1,574 shares; 2025Q2: 1,997 shares; 2025Q3: 2,305 shares; 2025Q4: 2,033 shares; 2026Q1: 2,261 shares 2,261 $676K 0.02% +228 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 12,740 shares; 2025Q1: 14,090 shares; 2025Q2: 13,985 shares; 2025Q3: 13,585 shares; 2025Q4: 13,285 shares; 2026Q1: 13,475 shares 13,475 $672K 0.02% +190 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: 6,645 shares; 2025Q1: 7,474 shares; 2025Q2: 7,849 shares; 2025Q3: 7,805 shares; 2025Q4: 8,324 shares; 2026Q1: 8,421 shares 8,421 $669K 0.02% +97 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,153 shares; 2026Q1: 15,317 shares 15,317 $669K 0.02% +9,164 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 13,067 shares; 2025Q1: 12,211 shares; 2025Q2: 3,075 shares; 2025Q3: 2,459 shares; 2025Q4: 2,612 shares; 2026Q1: 2,824 shares 2,824 $667K 0.02% +212 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,214 shares; 2025Q1: 5,111 shares; 2025Q2: 4,846 shares; 2025Q3: 6,690 shares; 2025Q4: 5,357 shares; 2026Q1: 6,118 shares 6,118 $662K 0.02% +761 Timeline ZFEB 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: 25,922 shares 25,922 $658K 0.02% new Timeline NBTB NBT BANCORP INC More: the full row for NBT 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: 15,232 shares; 2025Q4: 15,239 shares; 2026Q1: 15,388 shares 15,388 $655K 0.02% +149 Timeline AMLP 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: 4,452 shares; 2025Q1: 4,956 shares; 2025Q2: 9,402 shares; 2025Q3: 9,596 shares; 2025Q4: 13,818 shares; 2026Q1: 12,385 shares 12,385 $652K 0.02% -1,433 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 14,501 shares; 2025Q1: 21,368 shares; 2025Q2: 20,510 shares; 2025Q3: 19,549 shares; 2025Q4: 18,727 shares; 2026Q1: 18,360 shares 18,360 $651K 0.02% -367 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,887 shares 9,887 $649K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,358 shares; 2026Q1: 14,721 shares 14,721 $649K 0.02% -3,637 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,837 shares; 2025Q1: 142,938 shares; 2025Q2: 127,595 shares; 2025Q3: 97,848 shares; 2025Q4: 58,427 shares; 2026Q1: 50,423 shares 50,423 $645K 0.01% -8,004 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: 2,911 shares; 2024Q4: 2,859 shares; 2025Q1: 3,071 shares; 2025Q2: 4,819 shares; 2025Q3: 5,671 shares; 2025Q4: 5,999 shares; 2026Q1: 6,251 shares 6,251 $645K 0.01% +252 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: not reported; 2024Q4: 3,992 shares; 2025Q1: 9,372 shares; 2025Q2: 8,512 shares; 2025Q3: 8,757 shares; 2025Q4: 9,453 shares; 2026Q1: 10,291 shares 10,291 $643K 0.01% +838 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares 5,533 $642K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 2,113 shares; 2026Q1: 2,526 shares 2,526 $641K 0.01% +413 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 6,281 shares; 2025Q4: 6,185 shares; 2026Q1: 7,714 shares 7,714 $639K 0.01% +1,529 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 8,049 shares; 2025Q1: 7,779 shares; 2025Q2: 8,528 shares; 2025Q3: 9,338 shares; 2025Q4: 9,522 shares; 2026Q1: 11,798 shares 11,798 $639K 0.01% +2,276 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: 5,263 shares; 2024Q4: 5,862 shares; 2025Q1: 5,963 shares; 2025Q2: 3,859 shares; 2025Q3: 4,227 shares; 2025Q4: 5,932 shares; 2026Q1: 5,394 shares 5,394 $635K 0.01% -538 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: 7,224 shares; 2024Q4: 4,918 shares; 2025Q1: 4,746 shares; 2025Q2: 5,553 shares; 2025Q3: 9,493 shares; 2025Q4: 9,213 shares; 2026Q1: 9,554 shares 9,554 $633K 0.01% +341 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,793 shares; 2025Q1: 1,831 shares; 2025Q2: 1,861 shares; 2025Q3: 1,774 shares; 2025Q4: 1,835 shares; 2026Q1: 1,929 shares 1,929 $631K 0.01% +94 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: not reported; 2025Q4: not reported; 2026Q1: 55,889 shares 55,889 $630K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,120 shares; 2026Q1: 15,711 shares 15,711 $630K 0.01% +1,591 Timeline IOCT 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: 24,757 shares; 2026Q1: 17,957 shares 17,957 $629K 0.01% -6,800 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,153 shares 1,153 $626K 0.01% new Timeline RSPN 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: 10,950 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares 10,875 $626K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,528 shares; 2026Q1: 29,567 shares 29,567 $626K 0.01% -961 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,390 shares; 2025Q1: 2,290 shares; 2025Q2: 2,326 shares; 2025Q3: 2,434 shares; 2025Q4: 2,740 shares; 2026Q1: 3,016 shares 3,016 $621K 0.01% +276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,745 shares 15,745 $620K 0.01% new Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,560 shares 22,560 $614K 0.01% new Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 9,168 shares; 2025Q4: 17,885 shares; 2026Q1: 22,753 shares 22,753 $613K 0.01% +4,868 Timeline FJUL 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: 197,799 shares; 2024Q4: 153,482 shares; 2025Q1: 152,526 shares; 2025Q2: 44,816 shares; 2025Q3: 55,973 shares; 2025Q4: 55,319 shares; 2026Q1: 11,189 shares 11,189 $612K 0.01% -44,130 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,465 shares; 2024Q4: 11,463 shares; 2025Q1: 12,011 shares; 2025Q2: 10,929 shares; 2025Q3: 10,491 shares; 2025Q4: 12,171 shares; 2026Q1: 12,817 shares 12,817 $609K 0.01% +646 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,123 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 16,961 shares; 2025Q4: 17,632 shares; 2026Q1: 18,241 shares 18,241 $609K 0.01% +609 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,613 shares; 2024Q4: 51,170 shares; 2025Q1: 6,994 shares; 2025Q2: 7,547 shares; 2025Q3: 7,505 shares; 2025Q4: 7,699 shares; 2026Q1: 7,255 shares 7,255 $607K 0.01% -444 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,387 shares; 2025Q1: 56,173 shares; 2025Q2: 47,329 shares; 2025Q3: 45,546 shares; 2025Q4: 45,076 shares; 2026Q1: 44,500 shares 44,500 $604K 0.01% -576 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,768 shares; 2025Q3: 20,891 shares; 2025Q4: 18,416 shares; 2026Q1: 19,333 shares 19,333 $600K 0.01% +917 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.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: 6,886 shares; 2025Q3: 5,673 shares; 2025Q4: 5,322 shares; 2026Q1: 5,763 shares 5,763 $598K 0.01% +441 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,910 shares 7,910 $597K 0.01% new Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,638 shares; 2025Q3: 7,020 shares; 2025Q4: 4,550 shares; 2026Q1: 4,358 shares 4,358 $596K 0.01% -192 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 21,512 shares; 2025Q1: 21,680 shares; 2025Q2: 20,557 shares; 2025Q3: 21,750 shares; 2025Q4: 20,806 shares; 2026Q1: 21,231 shares 21,231 $591K 0.01% +425 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 3,169 shares; 2025Q1: 3,294 shares; 2025Q2: 3,496 shares; 2025Q3: 3,340 shares; 2025Q4: 3,234 shares; 2026Q1: 2,827 shares 2,827 $588K 0.01% -407 Timeline LQTI 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: 32,964 shares; 2026Q1: 30,030 shares 30,030 $588K 0.01% -2,934 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 4,956 shares; 2025Q1: 8,073 shares; 2025Q2: 8,182 shares; 2025Q3: 10,729 shares; 2025Q4: 12,295 shares; 2026Q1: 11,652 shares 11,652 $588K 0.01% -643 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: 1,818 shares 1,818 $585K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,144 shares; 2024Q4: 7,037 shares; 2025Q1: 9,740 shares; 2025Q2: 12,050 shares; 2025Q3: 12,031 shares; 2025Q4: 13,628 shares; 2026Q1: 12,410 shares 12,410 $583K 0.01% -1,218 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,973 shares; 2025Q1: 4,923 shares; 2025Q2: 5,034 shares; 2025Q3: 5,437 shares; 2025Q4: 5,677 shares; 2026Q1: 2,597 shares 2,597 $583K 0.01% -3,080 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: 1,410 shares; 2024Q4: 1,476 shares; 2025Q1: 1,771 shares; 2025Q2: 2,045 shares; 2025Q3: 1,814 shares; 2025Q4: 1,624 shares; 2026Q1: 1,370 shares 1,370 $583K 0.01% -254 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 11,767 shares; 2025Q1: 11,291 shares; 2025Q2: 11,009 shares; 2025Q3: 4,206 shares; 2025Q4: 4,198 shares; 2026Q1: 4,311 shares 4,311 $583K 0.01% +113 Timeline ICF 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: 11,217 shares; 2024Q4: 11,102 shares; 2025Q1: 9,995 shares; 2025Q2: 9,652 shares; 2025Q3: 10,608 shares; 2025Q4: 9,756 shares; 2026Q1: 9,405 shares 9,405 $582K 0.01% -351 Timeline XAUG 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: 23,743 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,590 shares 15,590 $579K 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 260 shares; 2025Q2: 225 shares; 2025Q3: 305 shares; 2025Q4: 895 shares; 2026Q1: 1,210 shares 1,210 $574K 0.01% +315 Timeline STN STANTEC INC More: the full row for STANTEC 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: 6,632 shares 6,632 $573K 0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,525 shares; 2025Q1: 2,641 shares; 2025Q2: 3,148 shares; 2025Q3: 3,380 shares; 2025Q4: 2,399 shares; 2026Q1: 2,223 shares 2,223 $572K 0.01% -176 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: 8,261 shares; 2024Q4: 8,611 shares; 2025Q1: 6,725 shares; 2025Q2: 11,094 shares; 2025Q3: 16,800 shares; 2025Q4: 12,998 shares; 2026Q1: 10,833 shares 10,833 $572K 0.01% -2,165 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: 3,351 shares; 2024Q4: 3,368 shares; 2025Q1: 3,443 shares; 2025Q2: 1,561 shares; 2025Q3: 1,641 shares; 2025Q4: 2,465 shares; 2026Q1: 3,857 shares 3,857 $569K 0.01% +1,392 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,463 shares; 2025Q1: 12,384 shares; 2025Q2: 11,976 shares; 2025Q3: 9,834 shares; 2025Q4: 11,584 shares; 2026Q1: 11,928 shares 11,928 $567K 0.01% +344 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,093 shares; 2025Q1: 36,977 shares; 2025Q2: 33,250 shares; 2025Q3: 28,185 shares; 2025Q4: 25,943 shares; 2026Q1: 26,485 shares 26,485 $567K 0.01% +542 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 4,509 shares; 2025Q1: 4,691 shares; 2025Q2: 4,682 shares; 2025Q3: 4,689 shares; 2025Q4: 5,133 shares; 2026Q1: 5,025 shares 5,025 $565K 0.01% -108 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,432 shares; 2025Q1: 4,342 shares; 2025Q2: 4,163 shares; 2025Q3: 3,586 shares; 2025Q4: 3,737 shares; 2026Q1: 3,859 shares 3,859 $564K 0.01% +122 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,352 shares; 2025Q1: 4,091 shares; 2025Q2: 5,410 shares; 2025Q3: 5,445 shares; 2025Q4: 4,689 shares; 2026Q1: 4,856 shares 4,856 $562K 0.01% +167 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,739 shares 2,739 $560K 0.01% +331 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: 2,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,263 shares; 2026Q1: 2,401 shares 2,401 $560K 0.01% +138 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,112 shares; 2025Q3: 69,080 shares; 2025Q4: 76,189 shares; 2026Q1: 76,814 shares 76,814 $559K 0.01% +625 Timeline LAPR 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: 22,434 shares; 2025Q4: 23,112 shares; 2026Q1: 22,205 shares 22,205 $555K 0.01% -907 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: not reported; 2026Q1: 21,282 shares 21,282 $553K 0.01% new Timeline NSEP 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: 21,794 shares; 2025Q4: 21,909 shares; 2026Q1: 19,231 shares 19,231 $553K 0.01% -2,678 Timeline LOCT 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: 24,474 shares; 2025Q4: 24,859 shares; 2026Q1: 23,452 shares 23,452 $553K 0.01% -1,407 Timeline BBCB 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: 8,546 shares; 2024Q4: 9,681 shares; 2025Q1: 9,832 shares; 2025Q2: 10,072 shares; 2025Q3: 11,124 shares; 2025Q4: 12,709 shares; 2026Q1: 12,171 shares 12,171 $552K 0.01% -538 Timeline BJUL 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: 7,859 shares; 2025Q1: 7,497 shares; 2025Q2: 7,459 shares; 2025Q3: 11,909 shares; 2025Q4: 11,860 shares; 2026Q1: 11,084 shares 11,084 $551K 0.01% -776 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,497 shares; 2024Q4: 25,327 shares; 2025Q1: 40,133 shares; 2025Q2: 12,466 shares; 2025Q3: 19,984 shares; 2025Q4: 20,893 shares; 2026Q1: 13,130 shares 13,130 $545K 0.01% -7,763 Timeline FTCS 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: 2,460 shares; 2024Q4: not reported; 2025Q1: 2,721 shares; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 6,794 shares; 2026Q1: 5,869 shares 5,869 $544K 0.01% -925 Timeline TCHP 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: not reported; 2025Q3: not reported; 2025Q4: 17,275 shares; 2026Q1: 12,243 shares 12,243 $541K 0.01% -5,032 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: 186,695 shares; 2024Q4: 156,572 shares; 2025Q1: 160,424 shares; 2025Q2: 48,986 shares; 2025Q3: 59,091 shares; 2025Q4: 59,176 shares; 2026Q1: 10,438 shares 10,438 $541K 0.01% -48,738 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: 11,746 shares; 2026Q1: 28,521 shares 28,521 $539K 0.01% +16,775 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 12,135 shares; 2025Q1: 13,135 shares; 2025Q2: 11,055 shares; 2025Q3: 10,002 shares; 2025Q4: 10,197 shares; 2026Q1: 9,749 shares 9,749 $538K 0.01% -448 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,763 shares; 2026Q1: 14,457 shares 14,457 $538K 0.01% -306 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 6,458 shares; 2025Q1: 6,778 shares; 2025Q2: 7,471 shares; 2025Q3: 6,838 shares; 2025Q4: 8,592 shares; 2026Q1: 7,470 shares 7,470 $536K 0.01% -1,122 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: not reported; 2025Q2: 7,102 shares; 2025Q3: 6,763 shares; 2025Q4: 6,562 shares; 2026Q1: 7,986 shares 7,986 $535K 0.01% +1,424 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,327 shares 25,327 $535K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,715 shares; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: 3,249 shares; 2025Q4: 3,156 shares; 2026Q1: 6,666 shares 6,666 $534K 0.01% +3,510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,942 shares; 2025Q3: 9,020 shares; 2025Q4: 13,559 shares; 2026Q1: 11,933 shares 11,933 $532K 0.01% -1,626 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 15,544 shares; 2025Q1: 16,590 shares; 2025Q2: 16,499 shares; 2025Q3: 16,450 shares; 2025Q4: 17,440 shares; 2026Q1: 19,116 shares 19,116 $530K 0.01% +1,676 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,457 shares; 2025Q3: 2,545 shares; 2025Q4: 3,500 shares; 2026Q1: 3,462 shares 3,462 $529K 0.01% -38 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: 6,880 shares; 2024Q4: 6,774 shares; 2025Q1: 7,458 shares; 2025Q2: 6,402 shares; 2025Q3: 10,662 shares; 2025Q4: 10,352 shares; 2026Q1: 9,912 shares 9,912 $529K 0.01% -440 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,486 shares; 2025Q3: 14,486 shares; 2025Q4: 14,486 shares; 2026Q1: 14,486 shares 14,486 $528K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,681 shares; 2025Q1: 3,388 shares; 2025Q2: 3,835 shares; 2025Q3: 1,584 shares; 2025Q4: 1,290 shares; 2026Q1: 1,331 shares 1,331 $528K 0.01% +41 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,599 shares; 2024Q4: 30,041 shares; 2025Q1: 24,892 shares; 2025Q2: 25,890 shares; 2025Q3: 20,818 shares; 2025Q4: 21,265 shares; 2026Q1: 23,512 shares 23,512 $526K 0.01% +2,247 Timeline QLD 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: 2,556 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 2,563 shares; 2025Q4: 8,599 shares; 2026Q1: 8,601 shares 8,601 $525K 0.01% +2 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 3,915 shares; 2026Q1: 3,854 shares 3,854 $522K 0.01% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 7,156 shares 7,156 $520K 0.01% +2,596 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,491 shares; 2024Q4: 17,037 shares; 2025Q1: 29,983 shares; 2025Q2: 98,603 shares; 2025Q3: 86,310 shares; 2025Q4: 103,636 shares; 2026Q1: 116,521 shares 116,521 $520K 0.01% +12,885 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 8,357 shares; 2025Q1: 8,330 shares; 2025Q2: 8,093 shares; 2025Q3: 6,696 shares; 2025Q4: 6,569 shares; 2026Q1: 6,490 shares 6,490 $519K 0.01% -79 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,899 shares; 2026Q1: 36,316 shares 36,316 $519K 0.01% +23,417 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: 4,886 shares; 2024Q4: 5,832 shares; 2025Q1: 5,399 shares; 2025Q2: 4,519 shares; 2025Q3: 3,356 shares; 2025Q4: 2,727 shares; 2026Q1: 4,126 shares 4,126 $518K 0.01% +1,399 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 14,149 shares; 2025Q1: 14,010 shares; 2025Q2: 10,848 shares; 2025Q3: 11,005 shares; 2025Q4: 10,252 shares; 2026Q1: 10,131 shares 10,131 $516K 0.01% -121 Timeline FTDS 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: 9,778 shares; 2025Q4: 8,860 shares; 2026Q1: 8,550 shares 8,550 $516K 0.01% -310 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $515K 0.01% new Timeline BFEB 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: 7,867 shares; 2025Q1: 8,502 shares; 2025Q2: 8,456 shares; 2025Q3: 8,082 shares; 2025Q4: 8,091 shares; 2026Q1: 10,678 shares 10,678 $509K 0.01% +2,587 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: not reported; 2024Q4: 446 shares; 2025Q1: 520 shares; 2025Q2: 776 shares; 2025Q3: 663 shares; 2025Q4: 782 shares; 2026Q1: 659 shares 659 $509K 0.01% -123 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 3,151 shares; 2026Q1: 3,489 shares 3,489 $508K 0.01% +338 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 7,428 shares; 2025Q1: 10,564 shares; 2025Q2: 11,486 shares; 2025Q3: 13,658 shares; 2025Q4: 13,902 shares; 2026Q1: 11,046 shares 11,046 $508K 0.01% -2,856 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 32,264 shares; 2025Q1: 13,883 shares; 2025Q2: 20,162 shares; 2025Q3: 33,151 shares; 2025Q4: 20,355 shares; 2026Q1: 19,513 shares 19,513 $505K 0.01% -842 Timeline VSS 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: 1,859 shares; 2024Q4: 1,888 shares; 2025Q1: 1,839 shares; 2025Q2: 1,976 shares; 2025Q3: 2,327 shares; 2025Q4: 3,250 shares; 2026Q1: 3,449 shares 3,449 $503K 0.01% +199 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,740 shares; 2024Q4: 62,090 shares; 2025Q1: 19,340 shares; 2025Q2: 17,840 shares; 2025Q3: 56,140 shares; 2025Q4: 49,540 shares; 2026Q1: 42,665 shares 42,665 $500K 0.01% -6,875 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $497K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,911 shares; 2025Q1: 1,895 shares; 2025Q2: 1,673 shares; 2025Q3: 1,693 shares; 2025Q4: 1,831 shares; 2026Q1: 1,633 shares 1,633 $497K 0.01% -198 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,314 shares; 2026Q1: 20,496 shares 20,496 $496K 0.01% +4,182 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,715 shares 12,715 $496K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 20,204 shares; 2025Q1: 27,912 shares; 2025Q2: 28,203 shares; 2025Q3: 28,546 shares; 2025Q4: 47,841 shares; 2026Q1: 48,059 shares 48,059 $495K 0.01% +218 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: 21,978 shares; 2024Q4: 24,533 shares; 2025Q1: 29,247 shares; 2025Q2: 30,659 shares; 2025Q3: 33,122 shares; 2025Q4: 16,131 shares; 2026Q1: 9,369 shares 9,369 $495K 0.01% -6,762 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 13,574 shares; 2025Q1: 15,977 shares; 2025Q2: 14,327 shares; 2025Q3: 12,136 shares; 2025Q4: 13,192 shares; 2026Q1: 14,528 shares 14,528 $494K 0.01% +1,336 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,393 shares; 2025Q4: 7,905 shares; 2026Q1: 8,509 shares 8,509 $493K 0.01% +604 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,249 shares; 2025Q1: 1,328 shares; 2025Q2: 1,503 shares; 2025Q3: 1,569 shares; 2025Q4: 1,747 shares; 2026Q1: 1,676 shares 1,676 $491K 0.01% -71 Timeline XDEC 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: 37,474 shares; 2024Q4: 14,333 shares; 2025Q1: 13,985 shares; 2025Q2: 14,061 shares; 2025Q3: 30,775 shares; 2025Q4: 15,926 shares; 2026Q1: 12,146 shares 12,146 $490K 0.01% -3,780 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,709 shares; 2025Q1: 1,651 shares; 2025Q2: 1,756 shares; 2025Q3: 1,636 shares; 2025Q4: 1,692 shares; 2026Q1: 1,683 shares 1,683 $489K 0.01% -9 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,268 shares; 2025Q1: 8,584 shares; 2025Q2: 8,177 shares; 2025Q3: 7,781 shares; 2025Q4: 7,565 shares; 2026Q1: 7,358 shares 7,358 $486K 0.01% -207 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,389 shares; 2025Q1: 3,395 shares; 2025Q2: 3,399 shares; 2025Q3: 3,307 shares; 2025Q4: 3,003 shares; 2026Q1: 2,800 shares 2,800 $484K 0.01% -203 Timeline IUSG 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: 2,028 shares; 2024Q4: 3,042 shares; 2025Q1: 2,448 shares; 2025Q2: 2,627 shares; 2025Q3: 2,647 shares; 2025Q4: 1,219 shares; 2026Q1: 3,092 shares 3,092 $480K 0.01% +1,873 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: 28,895 shares; 2024Q4: 30,813 shares; 2025Q1: 27,108 shares; 2025Q2: 27,853 shares; 2025Q3: 5,434 shares; 2025Q4: 6,605 shares; 2026Q1: 6,747 shares 6,747 $478K 0.01% +142 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,932 shares 14,932 $477K 0.01% new 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: 8,216 shares; 2025Q1: 12,251 shares; 2025Q2: 16,337 shares; 2025Q3: 16,486 shares; 2025Q4: 16,679 shares; 2026Q1: 18,718 shares 18,718 $477K 0.01% +2,039 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,422 shares; 2025Q1: 102,679 shares; 2025Q2: 85,859 shares; 2025Q3: 41,934 shares; 2025Q4: 30,065 shares; 2026Q1: 27,649 shares 27,649 $476K 0.01% -2,416 Timeline ZOCT 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: 15,945 shares; 2025Q4: 19,026 shares; 2026Q1: 17,692 shares 17,692 $473K 0.01% -1,334 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: 4,478 shares; 2024Q4: 5,642 shares; 2025Q1: 7,679 shares; 2025Q2: 12,667 shares; 2025Q3: 16,515 shares; 2025Q4: 19,274 shares; 2026Q1: 7,476 shares 7,476 $469K 0.01% -11,798 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,120 shares; 2025Q1: 10,422 shares; 2025Q2: 10,781 shares; 2025Q3: 11,079 shares; 2025Q4: 12,833 shares; 2026Q1: 12,268 shares 12,268 $469K 0.01% -565 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: 4,377 shares; 2026Q1: 9,415 shares 9,415 $468K 0.01% +5,038 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 4,739 shares; 2026Q1: 4,934 shares 4,934 $467K 0.01% +195 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,330 shares; 2024Q4: 12,015 shares; 2025Q1: 4,840 shares; 2025Q2: 115,626 shares; 2025Q3: 9,678 shares; 2025Q4: 9,050 shares; 2026Q1: 8,778 shares 8,778 $463K 0.01% -272 Timeline PRN 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: 2,376 shares; 2026Q1: 2,376 shares 2,376 $462K 0.01% 0 Timeline NJUL 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: 15,562 shares; 2025Q1: 10,126 shares; 2025Q2: 7,669 shares; 2025Q3: 7,386 shares; 2025Q4: 7,166 shares; 2026Q1: 6,471 shares 6,471 $462K 0.01% -695 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,019 shares; 2025Q2: 98,874 shares; 2025Q3: 97,033 shares; 2025Q4: 50,840 shares; 2026Q1: 20,830 shares 20,830 $461K 0.01% -30,010 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,926 shares; 2025Q3: 14,926 shares; 2025Q4: 16,926 shares; 2026Q1: 16,926 shares 16,926 $461K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,500 shares; 2025Q1: 49,750 shares; 2025Q2: 49,750 shares; 2025Q3: 43,750 shares; 2025Q4: 35,500 shares; 2026Q1: 35,631 shares 35,631 $461K 0.01% +131 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: 1,991 shares; 2025Q1: 2,430 shares; 2025Q2: 2,503 shares; 2025Q3: 2,532 shares; 2025Q4: 2,586 shares; 2026Q1: 2,283 shares 2,283 $460K 0.01% -303 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,104 shares; 2026Q1: 3,569 shares 3,569 $460K 0.01% -535 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 11,838 shares; 2025Q1: 10,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 6,351 shares 6,351 $460K 0.01% +2,030 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,812 shares; 2025Q3: 28,293 shares; 2025Q4: 20,503 shares; 2026Q1: 21,633 shares 21,633 $458K 0.01% +1,130 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,442 shares; 2025Q1: 6,961 shares; 2025Q2: 7,774 shares; 2025Q3: 4,492 shares; 2025Q4: 4,698 shares; 2026Q1: 3,770 shares 3,770 $457K 0.01% -928 Timeline BJAN 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: 7,086 shares; 2025Q1: 8,631 shares; 2025Q2: 8,584 shares; 2025Q3: 8,247 shares; 2025Q4: 8,256 shares; 2026Q1: 8,497 shares 8,497 $453K 0.01% +241 Timeline FLRG 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: 13,525 shares; 2025Q4: 13,211 shares; 2026Q1: 12,317 shares 12,317 $453K 0.01% -894 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,769 shares; 2025Q1: 8,739 shares; 2025Q2: 8,980 shares; 2025Q3: 8,187 shares; 2025Q4: 8,870 shares; 2026Q1: 9,374 shares 9,374 $452K 0.01% +504 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: 9,767 shares; 2024Q4: 10,439 shares; 2025Q1: 8,186 shares; 2025Q2: 5,738 shares; 2025Q3: 5,490 shares; 2025Q4: 11,187 shares; 2026Q1: 7,319 shares 7,319 $451K 0.01% -3,868 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,171 shares; 2025Q1: 1,169 shares; 2025Q2: 1,745 shares; 2025Q3: 1,548 shares; 2025Q4: 1,648 shares; 2026Q1: 1,690 shares 1,690 $451K 0.01% +42 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,859 shares; 2025Q3: 23,586 shares; 2025Q4: 18,110 shares; 2026Q1: 34,284 shares 34,284 $450K 0.01% +16,174 Timeline DAPR 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: 19,908 shares; 2025Q1: not reported; 2025Q2: 35,084 shares; 2025Q3: 27,716 shares; 2025Q4: 26,226 shares; 2026Q1: 11,299 shares 11,299 $449K 0.01% -14,927 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,396 shares 8,396 $448K 0.01% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM 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: 7,637 shares 7,637 $448K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 12,181 shares; 2025Q1: 11,011 shares; 2025Q2: 24,209 shares; 2025Q3: 34,559 shares; 2025Q4: 43,020 shares; 2026Q1: 28,205 shares 28,205 $448K 0.01% -14,815 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 25,987 shares; 2025Q2: 33,642 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares; 2026Q1: 10,685 shares 10,685 $448K 0.01% +3,041 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,862 shares; 2025Q1: 9,256 shares; 2025Q2: 12,698 shares; 2025Q3: 12,438 shares; 2025Q4: 21,599 shares; 2026Q1: 9,915 shares 9,915 $445K 0.01% -11,684 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 14,350 shares; 2025Q1: 14,895 shares; 2025Q2: 14,818 shares; 2025Q3: 15,490 shares; 2025Q4: 15,047 shares; 2026Q1: 15,289 shares 15,289 $445K 0.01% +242 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 629 shares 629 $442K 0.01% -1,189 Timeline BUFG 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: 9,213 shares; 2024Q4: 11,953 shares; 2025Q1: 12,480 shares; 2025Q2: 12,910 shares; 2025Q3: 15,255 shares; 2025Q4: 16,042 shares; 2026Q1: 16,441 shares 16,441 $442K 0.01% +399 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: 1,088 shares; 2024Q4: 1,084 shares; 2025Q1: 1,161 shares; 2025Q2: 1,488 shares; 2025Q3: 1,056 shares; 2025Q4: 1,183 shares; 2026Q1: 1,228 shares 1,228 $441K 0.01% +45 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,675 shares; 2025Q4: 4,129 shares; 2026Q1: 6,610 shares 6,610 $439K 0.01% +2,481 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: not reported; 2024Q4: not reported; 2025Q1: 2,795 shares; 2025Q2: 3,149 shares; 2025Q3: 4,117 shares; 2025Q4: 2,294 shares; 2026Q1: 3,329 shares 3,329 $436K 0.01% +1,035 Timeline REM 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: 13,150 shares; 2024Q4: 14,490 shares; 2025Q1: 16,130 shares; 2025Q2: 18,098 shares; 2025Q3: 19,361 shares; 2025Q4: 19,342 shares; 2026Q1: 20,250 shares 20,250 $435K 0.01% +908 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,535 shares 8,535 $432K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,790 shares; 2025Q1: 1,755 shares; 2025Q2: 2,432 shares; 2025Q3: 2,022 shares; 2025Q4: 2,017 shares; 2026Q1: 2,274 shares 2,274 $431K 0.01% +257 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 3,273 shares; 2025Q1: 3,490 shares; 2025Q2: 4,771 shares; 2025Q3: 3,256 shares; 2025Q4: 3,183 shares; 2026Q1: 3,290 shares 3,290 $431K 0.01% +107 Timeline DRIV 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: 49,745 shares; 2024Q4: 40,439 shares; 2025Q1: 19,801 shares; 2025Q2: 21,747 shares; 2025Q3: 16,689 shares; 2025Q4: 7,012 shares; 2026Q1: 14,125 shares 14,125 $431K 0.01% +7,113 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,593 shares; 2025Q1: 24,436 shares; 2025Q2: 27,747 shares; 2025Q3: 23,018 shares; 2025Q4: 22,181 shares; 2026Q1: 10,313 shares 10,313 $430K 0.01% -11,868 Timeline BDEC 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: 16,881 shares; 2025Q1: 17,507 shares; 2025Q2: 16,938 shares; 2025Q3: 17,416 shares; 2025Q4: 13,624 shares; 2026Q1: 8,955 shares 8,955 $430K 0.01% -4,669 Timeline FEBU 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: 15,892 shares; 2025Q3: 15,892 shares; 2025Q4: 15,892 shares; 2026Q1: 15,892 shares 15,892 $429K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,135 shares 10,135 $428K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 508 shares; 2025Q1: 550 shares; 2025Q2: 619 shares; 2025Q3: 639 shares; 2025Q4: 524 shares; 2026Q1: 859 shares 859 $426K 0.01% +335 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,958 shares; 2025Q1: 2,209 shares; 2025Q2: 2,912 shares; 2025Q3: 1,985 shares; 2025Q4: 2,065 shares; 2026Q1: 2,609 shares 2,609 $424K 0.01% +544 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,616 shares; 2025Q3: 7,008 shares; 2025Q4: 7,031 shares; 2026Q1: 7,399 shares 7,399 $418K 0.01% +368 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: 8,461 shares; 2025Q1: 8,127 shares; 2025Q2: 8,072 shares; 2025Q3: 9,433 shares; 2025Q4: 9,130 shares; 2026Q1: 8,672 shares 8,672 $417K 0.01% -458 Timeline FMDE 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: 13,354 shares; 2024Q4: 13,356 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,795 shares; 2025Q4: 11,446 shares; 2026Q1: 11,420 shares 11,420 $411K 0.01% -26 Timeline IQLT 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: 7,738 shares; 2026Q1: 8,872 shares 8,872 $410K 0.01% +1,134 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,774 shares; 2024Q4: 235,517 shares; 2025Q1: 11,150 shares; 2025Q2: 10,768 shares; 2025Q3: 10,520 shares; 2025Q4: not reported; 2026Q1: 9,898 shares 9,898 $409K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,905 shares; 2025Q2: 4,293 shares; 2025Q3: 5,328 shares; 2025Q4: 6,791 shares; 2026Q1: 6,554 shares 6,554 $405K 0.01% -237 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $405K 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: 5,834 shares 5,834 $403K 0.01% new Timeline IYM 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: 1,502 shares; 2025Q3: 1,593 shares; 2025Q4: 2,053 shares; 2026Q1: 2,291 shares 2,291 $403K 0.01% +238 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: 2,846 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 3,975 shares; 2025Q3: 3,809 shares; 2025Q4: 4,061 shares; 2026Q1: 3,070 shares 3,070 $399K 0.01% -991 Timeline DMXF 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: 4,577 shares; 2024Q4: 5,852 shares; 2025Q1: 6,022 shares; 2025Q2: 5,865 shares; 2025Q3: 3,734 shares; 2025Q4: 3,749 shares; 2026Q1: 5,240 shares 5,240 $395K 0.01% +1,491 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 20,044 shares; 2025Q1: 6,359 shares; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 5,358 shares; 2026Q1: 10,704 shares 10,704 $393K 0.01% +5,346 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: 23,027 shares; 2025Q1: 31,770 shares; 2025Q2: 26,941 shares; 2025Q3: 23,899 shares; 2025Q4: 18,791 shares; 2026Q1: 17,490 shares 17,490 $393K 0.01% -1,301 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,324 shares 5,324 $389K 0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,378 shares; 2024Q4: 10,587 shares; 2025Q1: 9,015 shares; 2025Q2: 7,549 shares; 2025Q3: 5,807 shares; 2025Q4: 5,953 shares; 2026Q1: 8,244 shares 8,244 $386K 0.01% +2,291 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,852 shares 3,852 $386K 0.01% new Timeline KBWD 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: 16,700 shares; 2024Q4: 26,520 shares; 2025Q1: 29,009 shares; 2025Q2: 14,330 shares; 2025Q3: 25,975 shares; 2025Q4: 32,047 shares; 2026Q1: 30,691 shares 30,691 $385K 0.01% -1,356 Timeline SPAB 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: 18,345 shares; 2024Q4: not reported; 2025Q1: 10,990 shares; 2025Q2: 44,554 shares; 2025Q3: not reported; 2025Q4: 7,855 shares; 2026Q1: 14,916 shares 14,916 $382K 0.01% +7,061 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: 43,369 shares; 2024Q4: 43,365 shares; 2025Q1: 36,426 shares; 2025Q2: 34,762 shares; 2025Q3: 22,402 shares; 2025Q4: 27,404 shares; 2026Q1: 6,786 shares 6,786 $382K 0.01% -20,618 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,355 shares; 2024Q4: 22,689 shares; 2025Q1: 13,591 shares; 2025Q2: 14,832 shares; 2025Q3: 15,334 shares; 2025Q4: 16,300 shares; 2026Q1: 18,497 shares 18,497 $382K 0.01% +2,197 Timeline EWU 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: 6,253 shares; 2025Q2: 8,513 shares; 2025Q3: 8,460 shares; 2025Q4: 8,470 shares; 2026Q1: 8,378 shares 8,378 $382K 0.01% -92 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,795 shares; 2026Q1: 9,795 shares 9,795 $381K 0.01% 0 Timeline UPRO 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: 5,193 shares; 2024Q4: 4,771 shares; 2025Q1: 4,371 shares; 2025Q2: 5,366 shares; 2025Q3: 3,871 shares; 2025Q4: 3,654 shares; 2026Q1: 3,929 shares 3,929 $381K 0.01% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,711 shares; 2026Q1: 9,881 shares 9,881 $380K 0.01% +2,170 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 3,791 shares 3,791 $379K 0.01% +1,142 Timeline BDCZ UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,300 shares; 2024Q4: 26,347 shares; 2025Q1: 29,286 shares; 2025Q2: 21,971 shares; 2025Q3: 23,529 shares; 2025Q4: 23,552 shares; 2026Q1: 25,070 shares 25,070 $378K 0.01% +1,518 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: 3,704 shares; 2025Q4: 3,829 shares; 2026Q1: 3,936 shares 3,936 $378K 0.01% +107 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 5,232 shares; 2025Q3: 6,687 shares; 2025Q4: 7,220 shares; 2026Q1: 6,838 shares 6,838 $377K 0.01% -382 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,001 shares; 2025Q3: 19,090 shares; 2025Q4: 18,300 shares; 2026Q1: 18,160 shares 18,160 $377K 0.01% -140 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 3,442 shares; 2025Q1: 3,634 shares; 2025Q2: 3,209 shares; 2025Q3: 2,945 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares 2,896 $377K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,392 shares; 2025Q1: 6,206 shares; 2025Q2: 7,335 shares; 2025Q3: 7,820 shares; 2025Q4: 7,679 shares; 2026Q1: 7,664 shares 7,664 $376K 0.01% -15 Timeline RWK 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: 5,572 shares; 2024Q4: 6,116 shares; 2025Q1: 5,493 shares; 2025Q2: 4,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,913 shares 2,913 $374K 0.01% new Timeline ZMAR 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: 8,527 shares; 2025Q3: 8,501 shares; 2025Q4: 8,480 shares; 2026Q1: 13,456 shares 13,456 $371K 0.01% +4,976 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,533 shares; 2026Q1: 14,318 shares 14,318 $371K 0.01% +4,785 Timeline BMAR 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: 7,624 shares; 2025Q1: 7,396 shares; 2025Q2: 7,339 shares; 2025Q3: 6,713 shares; 2025Q4: 6,706 shares; 2026Q1: 7,037 shares 7,037 $369K 0.01% +331 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 58,356 shares; 2025Q4: 35,233 shares; 2026Q1: 33,849 shares 33,849 $368K 0.01% -1,384 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,588 shares; 2025Q1: 40,838 shares; 2025Q2: 37,338 shares; 2025Q3: 39,338 shares; 2025Q4: 37,838 shares; 2026Q1: 34,288 shares 34,288 $368K 0.01% -3,550 Timeline BOCT 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: 7,686 shares; 2025Q1: 7,637 shares; 2025Q2: 7,596 shares; 2025Q3: 7,224 shares; 2025Q4: 7,672 shares; 2026Q1: 7,622 shares 7,622 $366K 0.01% -50 Timeline EWY 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: 2,951 shares 2,951 $363K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,583 shares; 2025Q1: 3,776 shares; 2025Q2: 4,586 shares; 2025Q3: 4,372 shares; 2025Q4: 4,672 shares; 2026Q1: 4,403 shares 4,403 $362K 0.01% -269 Timeline ACWX 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: 5,291 shares 5,291 $362K 0.01% new 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: 29,980 shares; 2024Q4: 38,375 shares; 2025Q1: 75,382 shares; 2025Q2: 83,785 shares; 2025Q3: 108,507 shares; 2025Q4: 134,693 shares; 2026Q1: 8,643 shares 8,643 $360K 0.01% -126,050 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 9,198 shares; 2025Q1: 9,336 shares; 2025Q2: 13,713 shares; 2025Q3: 21,248 shares; 2025Q4: 14,620 shares; 2026Q1: 14,330 shares 14,330 $360K 0.01% -290 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 867 shares; 2025Q3: 1,083 shares; 2025Q4: 979 shares; 2026Q1: 1,103 shares 1,103 $360K 0.01% +124 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,732 shares; 2025Q2: 1,788 shares; 2025Q3: 1,846 shares; 2025Q4: 1,875 shares; 2026Q1: 1,252 shares 1,252 $359K 0.01% -623 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,561 shares; 2025Q1: 4,589 shares; 2025Q2: 5,643 shares; 2025Q3: 5,224 shares; 2025Q4: 5,843 shares; 2026Q1: 6,501 shares 6,501 $359K 0.01% +658 Timeline XLG 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: 14,352 shares; 2024Q4: 15,768 shares; 2025Q1: 4,407 shares; 2025Q2: 44,894 shares; 2025Q3: 13,363 shares; 2025Q4: 17,425 shares; 2026Q1: 6,567 shares 6,567 $358K 0.01% -10,858 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 6,137 shares; 2025Q4: 3,204 shares; 2026Q1: 3,293 shares 3,293 $358K 0.01% +89 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,526 shares; 2025Q1: 1,561 shares; 2025Q2: 1,389 shares; 2025Q3: 1,384 shares; 2025Q4: 1,409 shares; 2026Q1: 1,335 shares 1,335 $356K 0.01% -74 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $356K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,693 shares; 2025Q1: 5,516 shares; 2025Q2: 5,881 shares; 2025Q3: 5,590 shares; 2025Q4: 5,198 shares; 2026Q1: 4,394 shares 4,394 $356K 0.01% -804 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,136 shares; 2024Q4: 13,854 shares; 2025Q1: 12,271 shares; 2025Q2: 14,528 shares; 2025Q3: 7,777 shares; 2025Q4: 7,653 shares; 2026Q1: 7,512 shares 7,512 $354K 0.01% -141 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: 4,839 shares; 2024Q4: 5,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,976 shares 5,976 $353K 0.01% new 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: not reported; 2025Q4: 18,183 shares; 2026Q1: 20,647 shares 20,647 $351K 0.01% +2,464 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: 4,216 shares; 2025Q3: 1,857 shares; 2025Q4: 2,313 shares; 2026Q1: 3,193 shares 3,193 $350K 0.01% +880 Timeline XES 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: 3,003 shares 3,003 $349K 0.01% new Timeline BAPR 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: 7,597 shares; 2025Q1: 7,412 shares; 2025Q2: 7,387 shares; 2025Q3: 7,043 shares; 2025Q4: 7,092 shares; 2026Q1: 7,116 shares 7,116 $349K 0.01% +24 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: not reported; 2025Q4: not reported; 2026Q1: 3,094 shares 3,094 $348K 0.01% new Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,085 shares 20,085 $346K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 6,315 shares; 2025Q1: 3,955 shares; 2025Q2: 3,480 shares; 2025Q3: 3,474 shares; 2025Q4: 3,316 shares; 2026Q1: 3,152 shares 3,152 $346K 0.01% -164 Timeline XBAP 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: 10,608 shares; 2024Q4: 10,607 shares; 2025Q1: 9,253 shares; 2025Q2: 9,030 shares; 2025Q3: 8,872 shares; 2025Q4: 8,872 shares; 2026Q1: 8,829 shares 8,829 $346K 0.01% -43 Timeline GEM 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: 13,698 shares; 2024Q4: 12,407 shares; 2025Q1: 11,551 shares; 2025Q2: 11,209 shares; 2025Q3: 9,441 shares; 2025Q4: 8,139 shares; 2026Q1: 7,999 shares 7,999 $346K 0.01% -140 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,615 shares; 2025Q2: 2,647 shares; 2025Q3: 2,290 shares; 2025Q4: 2,105 shares; 2026Q1: 3,712 shares 3,712 $343K 0.01% +1,607 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,222 shares; 2025Q1: 12,204 shares; 2025Q2: 13,392 shares; 2025Q3: 12,057 shares; 2025Q4: 11,495 shares; 2026Q1: 11,309 shares 11,309 $341K 0.01% -186 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,534 shares; 2025Q1: 3,636 shares; 2025Q2: 4,771 shares; 2025Q3: 4,224 shares; 2025Q4: 3,309 shares; 2026Q1: 3,451 shares 3,451 $340K 0.01% +142 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: 3,821 shares; 2024Q4: 6,785 shares; 2025Q1: 6,464 shares; 2025Q2: 6,348 shares; 2025Q3: 3,873 shares; 2025Q4: 3,843 shares; 2026Q1: 4,153 shares 4,153 $340K 0.01% +310 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,763 shares; 2026Q1: 10,749 shares 10,749 $340K 0.01% -14 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares; 2026Q1: 6,832 shares 6,832 $339K 0.01% +994 Timeline WDEF 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: 10,900 shares 10,900 $337K 0.01% new Timeline HERO 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: 104,183 shares; 2024Q4: 84,865 shares; 2025Q1: 58,188 shares; 2025Q2: 57,340 shares; 2025Q3: 43,666 shares; 2025Q4: 25,439 shares; 2026Q1: 13,053 shares 13,053 $336K 0.01% -12,386 Timeline BJUN 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: 8,126 shares; 2025Q1: 7,925 shares; 2025Q2: 8,318 shares; 2025Q3: 7,935 shares; 2025Q4: 7,602 shares; 2026Q1: 7,214 shares 7,214 $334K 0.01% -388 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: 7,934 shares; 2025Q2: 10,219 shares; 2025Q3: 12,870 shares; 2025Q4: 14,710 shares; 2026Q1: 4,803 shares 4,803 $333K 0.01% -9,907 Timeline ZJUL 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: 17,021 shares; 2024Q4: 12,847 shares; 2025Q1: 12,570 shares; 2025Q2: 10,847 shares; 2025Q3: 12,188 shares; 2025Q4: 11,905 shares; 2026Q1: 11,435 shares 11,435 $332K 0.01% -470 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,015 shares; 2025Q1: 1,727 shares; 2025Q2: 1,729 shares; 2025Q3: 1,440 shares; 2025Q4: 1,407 shares; 2026Q1: 1,528 shares 1,528 $331K 0.01% +121 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 4,292 shares; 2025Q4: 4,189 shares; 2026Q1: 4,776 shares 4,776 $331K 0.01% +587 Timeline BMAY 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: 9,553 shares; 2025Q1: 9,294 shares; 2025Q2: 9,230 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares; 2026Q1: 7,353 shares 7,353 $330K 0.01% -392 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: 2,103 shares; 2025Q1: 2,169 shares; 2025Q2: 2,359 shares; 2025Q3: 3,041 shares; 2025Q4: 2,089 shares; 2026Q1: 1,889 shares 1,889 $330K 0.01% -200 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $330K 0.01% 0 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: 14,992 shares; 2025Q1: 17,887 shares; 2025Q2: 17,504 shares; 2025Q3: 9,227 shares; 2025Q4: 10,731 shares; 2026Q1: 14,465 shares 14,465 $329K 0.01% +3,734 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,648 shares; 2025Q4: 2,925 shares; 2026Q1: 1,844 shares 1,844 $329K 0.01% -1,081 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 17,700 shares; 2025Q3: 23,571 shares; 2025Q4: 23,087 shares; 2026Q1: 26,559 shares 26,559 $327K 0.01% +3,472 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,842 shares; 2025Q1: 45,572 shares; 2025Q2: 4,878 shares; 2025Q3: 5,515 shares; 2025Q4: 5,045 shares; 2026Q1: 5,033 shares 5,033 $325K 0.01% -12 Timeline ZJUN 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: 46,907 shares; 2025Q3: 48,726 shares; 2025Q4: 48,158 shares; 2026Q1: 12,074 shares 12,074 $325K 0.01% -36,084 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: 8,522 shares; 2025Q1: 8,400 shares; 2025Q2: 8,352 shares; 2025Q3: 7,943 shares; 2025Q4: 7,980 shares; 2026Q1: 7,547 shares 7,547 $325K 0.01% -433 Timeline DBAW 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: 9,588 shares; 2024Q4: 9,633 shares; 2025Q1: 7,528 shares; 2025Q2: 7,240 shares; 2025Q3: 7,440 shares; 2025Q4: 7,582 shares; 2026Q1: 7,582 shares 7,582 $324K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 35,033 shares; 2025Q1: 22,409 shares; 2025Q2: 7,910 shares; 2025Q3: 7,579 shares; 2025Q4: 8,179 shares; 2026Q1: 5,577 shares 5,577 $321K 0.01% -2,602 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 3,558 shares; 2025Q1: 3,639 shares; 2025Q2: 3,301 shares; 2025Q3: 2,957 shares; 2025Q4: 2,866 shares; 2026Q1: 2,828 shares 2,828 $321K 0.01% -38 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,630 shares; 2025Q1: 2,992 shares; 2025Q2: 2,923 shares; 2025Q3: 2,636 shares; 2025Q4: 2,568 shares; 2026Q1: 2,040 shares 2,040 $321K 0.01% -528 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 11,536 shares; 2026Q1: 11,436 shares 11,436 $320K 0.01% -100 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,692 shares; 2025Q1: 2,642 shares; 2025Q2: 1,686 shares; 2025Q3: 1,639 shares; 2025Q4: 1,768 shares; 2026Q1: 1,613 shares 1,613 $320K 0.01% -155 Timeline BLOK 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: 8,002 shares; 2024Q4: 7,223 shares; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 8,804 shares; 2025Q4: 6,221 shares; 2026Q1: 6,367 shares 6,367 $317K 0.01% +146 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,722 shares; 2025Q4: 4,849 shares; 2026Q1: 5,274 shares 5,274 $316K 0.01% +425 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 6,354 shares; 2025Q3: 7,678 shares; 2025Q4: 6,528 shares; 2026Q1: 6,758 shares 6,758 $315K 0.01% +230 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,308 shares; 2025Q1: 2,278 shares; 2025Q2: 2,598 shares; 2025Q3: 2,476 shares; 2025Q4: 2,343 shares; 2026Q1: 2,492 shares 2,492 $315K 0.01% +149 Timeline IWX 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: 5,577 shares; 2024Q4: 3,271 shares; 2025Q1: 5,294 shares; 2025Q2: 3,232 shares; 2025Q3: 3,390 shares; 2025Q4: 3,514 shares; 2026Q1: 3,395 shares 3,395 $315K 0.01% -119 Timeline EFIV 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: 8,245 shares; 2024Q4: 4,425 shares; 2025Q1: 5,058 shares; 2025Q2: 5,235 shares; 2025Q3: 5,518 shares; 2025Q4: 5,676 shares; 2026Q1: 4,973 shares 4,973 $314K 0.01% -703 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,198 shares; 2025Q1: 2,742 shares; 2025Q2: 3,016 shares; 2025Q3: 1,472 shares; 2025Q4: 1,449 shares; 2026Q1: 1,461 shares 1,461 $313K 0.01% +12 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,530 shares; 2026Q1: 11,217 shares 11,217 $313K 0.01% -2,313 Timeline GDE 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: 4,955 shares 4,955 $312K 0.01% new 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: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,562 shares; 2025Q3: 4,757 shares; 2025Q4: 5,147 shares; 2026Q1: 4,774 shares 4,774 $311K 0.01% -373 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,781 shares; 2025Q4: 2,905 shares; 2026Q1: 2,906 shares 2,906 $309K 0.01% +1 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares; 2026Q1: 6,253 shares 6,253 $309K 0.01% +714 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: 10,436 shares; 2024Q4: 10,542 shares; 2025Q1: 10,603 shares; 2025Q2: 11,060 shares; 2025Q3: 10,072 shares; 2025Q4: 9,327 shares; 2026Q1: 6,597 shares 6,597 $306K 0.01% -2,730 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER 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: 12,165 shares; 2025Q4: 12,165 shares; 2026Q1: 12,165 shares 12,165 $305K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,496 shares; 2025Q1: 2,516 shares; 2025Q2: 2,780 shares; 2025Q3: 2,046 shares; 2025Q4: 2,039 shares; 2026Q1: 2,403 shares 2,403 $304K 0.01% +364 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,938 shares; 2025Q2: 13,431 shares; 2025Q3: 13,931 shares; 2025Q4: 14,431 shares; 2026Q1: 14,431 shares 14,431 $304K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 2,130 shares; 2025Q4: 2,313 shares; 2026Q1: 2,965 shares 2,965 $303K 0.01% +652 Timeline IVLU 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: 8,963 shares; 2024Q4: 11,749 shares; 2025Q1: 13,002 shares; 2025Q2: 13,619 shares; 2025Q3: 7,598 shares; 2025Q4: 7,518 shares; 2026Q1: 7,599 shares 7,599 $302K 0.01% +81 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,791 shares; 2025Q4: 1,955 shares; 2026Q1: 2,060 shares 2,060 $301K 0.01% +105 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,918 shares 11,918 $300K 0.01% new Timeline SPTI 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: 10,392 shares 10,392 $298K 0.01% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 4,981 shares; 2026Q1: 4,747 shares 4,747 $296K 0.01% -234 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,681 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,681 shares; 2026Q1: 11,681 shares 11,681 $295K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,513 shares; 2025Q4: 7,214 shares; 2026Q1: 7,234 shares 7,234 $295K 0.01% +20 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 8,888 shares; 2025Q1: 8,057 shares; 2025Q2: 8,620 shares; 2025Q3: 7,903 shares; 2025Q4: 7,520 shares; 2026Q1: 3,172 shares 3,172 $295K 0.01% -4,348 Timeline IEV 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: 4,893 shares; 2024Q4: 6,443 shares; 2025Q1: 6,791 shares; 2025Q2: 6,458 shares; 2025Q3: 5,254 shares; 2025Q4: 4,961 shares; 2026Q1: 4,315 shares 4,315 $293K 0.01% -646 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 15,987 shares; 2025Q1: 11,987 shares; 2025Q2: 11,987 shares; 2025Q3: 11,687 shares; 2025Q4: 7,527 shares; 2026Q1: 6,127 shares 6,127 $292K 0.01% -1,400 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: 484 shares; 2025Q3: 545 shares; 2025Q4: 546 shares; 2026Q1: 428 shares 428 $292K 0.01% -118 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $291K 0.01% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 33,991 shares; 2025Q1: 22,322 shares; 2025Q2: 18,391 shares; 2025Q3: 18,055 shares; 2025Q4: 4,108 shares; 2026Q1: 3,944 shares 3,944 $288K 0.01% -164 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: 14,408 shares; 2024Q4: 14,732 shares; 2025Q1: 16,053 shares; 2025Q2: 15,814 shares; 2025Q3: 9,723 shares; 2025Q4: 2,303 shares; 2026Q1: 2,428 shares 2,428 $287K 0.01% +125 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 7,667 shares 7,667 $287K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,800 shares; 2024Q4: 22,230 shares; 2025Q1: 21,000 shares; 2025Q2: 19,818 shares; 2025Q3: 16,121 shares; 2025Q4: 17,503 shares; 2026Q1: 8,958 shares 8,958 $287K 0.01% -8,545 Timeline BBAG 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: 26,157 shares; 2024Q4: 18,900 shares; 2025Q1: 14,091 shares; 2025Q2: 10,857 shares; 2025Q3: 6,598 shares; 2025Q4: 6,111 shares; 2026Q1: 6,131 shares 6,131 $283K 0.01% +20 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,770 shares; 2025Q1: 2,765 shares; 2025Q2: 4,392 shares; 2025Q3: 4,369 shares; 2025Q4: 4,508 shares; 2026Q1: 4,323 shares 4,323 $282K 0.01% -185 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: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $282K 0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,045 shares; 2025Q2: 4,509 shares; 2025Q3: 5,329 shares; 2025Q4: 5,407 shares; 2026Q1: 5,484 shares 5,484 $281K 0.01% +77 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 693 shares; 2025Q4: 702 shares; 2026Q1: 703 shares 703 $281K 0.01% +1 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME 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: 12,457 shares; 2025Q3: 12,642 shares; 2025Q4: 11,630 shares; 2026Q1: 10,405 shares 10,405 $280K 0.01% -1,225 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,844 shares; 2025Q4: 4,047 shares; 2026Q1: 4,245 shares 4,245 $279K 0.01% +198 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: 10,521 shares; 2025Q4: 5,106 shares; 2026Q1: 3,263 shares 3,263 $277K 0.01% -1,843 Timeline