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: 8,163 shares; 2024Q4: 6,486 shares; 2025Q1: 6,464 shares; 2025Q2: 6,248 shares; 2025Q3: 5,475 shares; 2025Q4: 5,462 shares; 2026Q1: 5,198 shares 5,198 $380K 0.02% -264 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,635 shares; 2025Q1: 4,387 shares; 2025Q2: 4,461 shares; 2025Q3: 3,076 shares; 2025Q4: 3,057 shares; 2026Q1: 3,069 shares 3,069 $377K 0.02% +12 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 3,962 shares; 2026Q1: 4,044 shares 4,044 $373K 0.02% +82 Timeline DFEB 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: 7,854 shares; 2024Q4: 7,854 shares; 2025Q1: 7,854 shares; 2025Q2: 7,854 shares; 2025Q3: 7,854 shares; 2025Q4: 7,854 shares; 2026Q1: 7,854 shares 7,854 $372K 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,717 shares; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,584 shares; 2025Q4: 1,642 shares; 2026Q1: 1,837 shares 1,837 $370K 0.02% +195 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 948 shares; 2025Q1: 987 shares; 2025Q2: 928 shares; 2025Q3: 915 shares; 2025Q4: 764 shares; 2026Q1: 854 shares 854 $369K 0.02% +90 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 3,406 shares 3,406 $369K 0.02% +458 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: 16,889 shares; 2024Q4: 16,824 shares; 2025Q1: 16,830 shares; 2025Q2: 15,799 shares; 2025Q3: 12,116 shares; 2025Q4: 9,172 shares; 2026Q1: 7,866 shares 7,866 $367K 0.02% -1,306 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 2,218 shares; 2025Q1: 2,271 shares; 2025Q2: 2,023 shares; 2025Q3: 1,633 shares; 2025Q4: 1,819 shares; 2026Q1: 2,283 shares 2,283 $366K 0.02% +464 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: 6,273 shares; 2024Q4: 5,868 shares; 2025Q1: 7,790 shares; 2025Q2: 7,780 shares; 2025Q3: 7,570 shares; 2025Q4: 7,710 shares; 2026Q1: 6,930 shares 6,930 $366K 0.02% -780 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,196 shares; 2025Q1: 1,915 shares; 2025Q2: 1,780 shares; 2025Q3: 2,735 shares; 2025Q4: 3,754 shares; 2026Q1: 1,842 shares 1,842 $365K 0.02% -1,912 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares 2,689 $363K 0.02% 0 Timeline IAK 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: 2,782 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,804 shares 2,804 $360K 0.02% +20 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,711 shares; 2025Q1: 10,959 shares; 2025Q2: 11,233 shares; 2025Q3: 13,107 shares; 2025Q4: 15,350 shares; 2026Q1: 16,353 shares 16,353 $359K 0.02% +1,003 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,908 shares; 2026Q1: 4,437 shares 4,437 $355K 0.02% +529 Timeline TFLR 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: not reported; 2026Q1: 7,013 shares 7,013 $353K 0.02% new 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: 3,210 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,562 shares 1,562 $351K 0.02% +5 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: 23,768 shares; 2024Q4: 25,322 shares; 2025Q1: 22,917 shares; 2025Q2: 19,499 shares; 2025Q3: 9,684 shares; 2025Q4: 9,655 shares; 2026Q1: 7,434 shares 7,434 $351K 0.02% -2,221 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 2,439 shares; 2025Q1: 1,526 shares; 2025Q2: 1,398 shares; 2025Q3: 1,221 shares; 2025Q4: 1,530 shares; 2026Q1: 1,102 shares 1,102 $346K 0.02% -428 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: 1,203 shares; 2024Q4: 1,510 shares; 2025Q1: 1,355 shares; 2025Q2: 1,351 shares; 2025Q3: 1,227 shares; 2025Q4: 1,248 shares; 2026Q1: 1,100 shares 1,100 $345K 0.02% -148 Timeline AVXC 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: 4,103 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,264 shares; 2025Q4: 4,687 shares; 2026Q1: 5,082 shares 5,082 $344K 0.02% +395 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $343K 0.02% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,748 shares; 2026Q1: 10,250 shares 10,250 $343K 0.02% +3,502 Timeline VYM 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,095 shares; 2025Q4: 2,220 shares; 2026Q1: 2,307 shares 2,307 $342K 0.02% +87 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,384 shares; 2025Q4: 1,683 shares; 2026Q1: 1,655 shares 1,655 $341K 0.02% -28 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,479 shares; 2025Q1: 1,373 shares; 2025Q2: 1,240 shares; 2025Q3: 1,189 shares; 2025Q4: 910 shares; 2026Q1: 856 shares 856 $341K 0.02% -54 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: not reported; 2024Q4: not reported; 2025Q1: 13,066 shares; 2025Q2: 14,788 shares; 2025Q3: 14,500 shares; 2025Q4: 16,829 shares; 2026Q1: 17,397 shares 17,397 $336K 0.02% +568 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 5,495 shares; 2025Q1: 5,434 shares; 2025Q2: 5,179 shares; 2025Q3: 1,393 shares; 2025Q4: 1,528 shares; 2026Q1: 1,569 shares 1,569 $335K 0.02% +41 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,226 shares; 2025Q1: 9,940 shares; 2025Q2: 9,749 shares; 2025Q3: 9,874 shares; 2025Q4: 10,572 shares; 2026Q1: 9,004 shares 9,004 $335K 0.02% -1,568 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: 1,358 shares; 2024Q4: 926 shares; 2025Q1: 923 shares; 2025Q2: 950 shares; 2025Q3: 1,008 shares; 2025Q4: 1,013 shares; 2026Q1: 1,022 shares 1,022 $334K 0.02% +9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,839 shares; 2025Q1: 2,459 shares; 2025Q2: 2,422 shares; 2025Q3: 4,013 shares; 2025Q4: 3,512 shares; 2026Q1: 3,462 shares 3,462 $334K 0.02% -50 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 7,606 shares; 2025Q1: 7,521 shares; 2025Q2: 7,767 shares; 2025Q3: 3,762 shares; 2025Q4: 3,776 shares; 2026Q1: 3,022 shares 3,022 $329K 0.02% -754 Timeline VHT 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: 4,270 shares; 2024Q4: 1,399 shares; 2025Q1: 1,378 shares; 2025Q2: 1,425 shares; 2025Q3: 2,760 shares; 2025Q4: 1,242 shares; 2026Q1: 1,208 shares 1,208 $329K 0.02% -34 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,023 shares; 2025Q4: 6,023 shares; 2026Q1: 6,186 shares 6,186 $328K 0.02% +163 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: 1,552 shares; 2025Q3: 1,602 shares; 2025Q4: 1,590 shares; 2026Q1: 1,563 shares 1,563 $327K 0.01% -27 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,594 shares; 2025Q2: 1,520 shares; 2025Q3: 1,388 shares; 2025Q4: 1,505 shares; 2026Q1: 1,761 shares 1,761 $325K 0.01% +256 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,343 shares; 2026Q1: 25,814 shares 25,814 $323K 0.01% -1,529 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 6,430 shares; 2025Q1: 6,456 shares; 2025Q2: 6,456 shares; 2025Q3: 12,796 shares; 2025Q4: 5,313 shares; 2026Q1: 6,073 shares 6,073 $318K 0.01% +760 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 11,121 shares; 2025Q1: 15,424 shares; 2025Q2: 15,225 shares; 2025Q3: 3,311 shares; 2025Q4: 3,165 shares; 2026Q1: 2,877 shares 2,877 $317K 0.01% -288 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares 1,678 $316K 0.01% new Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $316K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,324 shares; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 1,789 shares; 2025Q4: 1,547 shares; 2026Q1: 1,730 shares 1,730 $315K 0.01% +183 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 1,996 shares; 2026Q1: 2,269 shares 2,269 $315K 0.01% +273 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 4,411 shares; 2025Q1: 4,427 shares; 2025Q2: 4,282 shares; 2025Q3: 1,848 shares; 2025Q4: 1,646 shares; 2026Q1: 1,624 shares 1,624 $315K 0.01% -22 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 8,805 shares 8,805 $315K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,694 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 2,907 shares; 2025Q4: 3,697 shares; 2026Q1: 2,819 shares 2,819 $309K 0.01% -878 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,651 shares; 2025Q1: 4,901 shares; 2025Q2: 5,197 shares; 2025Q3: 2,478 shares; 2025Q4: 3,520 shares; 2026Q1: 3,206 shares 3,206 $308K 0.01% -314 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,232 shares; 2025Q3: 2,161 shares; 2025Q4: 2,439 shares; 2026Q1: 2,424 shares 2,424 $306K 0.01% -15 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,445 shares; 2025Q1: 3,593 shares; 2025Q2: 2,862 shares; 2025Q3: 2,940 shares; 2025Q4: 3,071 shares; 2026Q1: 2,990 shares 2,990 $304K 0.01% -81 Timeline ARKG 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: 11,502 shares 11,502 $304K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,977 shares; 2025Q2: not reported; 2025Q3: 6,397 shares; 2025Q4: 6,090 shares; 2026Q1: 8,117 shares 8,117 $302K 0.01% +2,027 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $300K 0.01% new Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,886 shares 13,886 $299K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,575 shares; 2025Q1: 3,530 shares; 2025Q2: 3,468 shares; 2025Q3: 1,733 shares; 2025Q4: 1,859 shares; 2026Q1: 1,009 shares 1,009 $298K 0.01% -850 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $297K 0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,243 shares 6,243 $297K 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: 7,266 shares; 2024Q4: 7,071 shares; 2025Q1: 7,336 shares; 2025Q2: 6,891 shares; 2025Q3: 4,745 shares; 2025Q4: 4,153 shares; 2026Q1: 3,661 shares 3,661 $296K 0.01% -492 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: 1,015 shares; 2024Q4: 975 shares; 2025Q1: 942 shares; 2025Q2: 930 shares; 2025Q3: 727 shares; 2025Q4: 731 shares; 2026Q1: 746 shares 746 $296K 0.01% +15 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,686 shares; 2025Q4: 5,161 shares; 2026Q1: 5,971 shares 5,971 $296K 0.01% +810 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,699 shares; 2025Q4: 23,901 shares; 2026Q1: 5,683 shares 5,683 $295K 0.01% -18,218 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,719 shares 2,719 $294K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,429 shares; 2024Q4: 19,514 shares; 2025Q1: 21,777 shares; 2025Q2: 22,310 shares; 2025Q3: 20,265 shares; 2025Q4: 20,164 shares; 2026Q1: 13,487 shares 13,487 $292K 0.01% -6,677 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: 25,164 shares; 2024Q4: 25,579 shares; 2025Q1: 27,974 shares; 2025Q2: 28,120 shares; 2025Q3: 27,119 shares; 2025Q4: 33,614 shares; 2026Q1: 5,837 shares 5,837 $292K 0.01% -27,777 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 15,078 shares; 2025Q1: 11,237 shares; 2025Q2: 11,453 shares; 2025Q3: 10,897 shares; 2025Q4: 8,511 shares; 2026Q1: 5,733 shares 5,733 $290K 0.01% -2,778 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: 6,197 shares; 2024Q4: 5,474 shares; 2025Q1: 4,801 shares; 2025Q2: 4,519 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,171 shares 6,171 $290K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,444 shares; 2026Q1: 1,336 shares 1,336 $290K 0.01% -108 Timeline GRNY 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: 9,083 shares; 2026Q1: 12,096 shares 12,096 $289K 0.01% +3,013 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,456 shares; 2026Q1: 11,910 shares 11,910 $289K 0.01% +454 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 6,975 shares; 2026Q1: 7,840 shares 7,840 $288K 0.01% +865 Timeline JEPQ 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: 10,153 shares; 2024Q4: 5,773 shares; 2025Q1: 5,712 shares; 2025Q2: 5,738 shares; 2025Q3: 4,956 shares; 2025Q4: 5,176 shares; 2026Q1: 5,188 shares 5,188 $288K 0.01% +12 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,243 shares; 2026Q1: 1,228 shares 1,228 $287K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,963 shares 3,963 $287K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,319 shares; 2025Q1: 4,603 shares; 2025Q2: 4,428 shares; 2025Q3: 1,409 shares; 2025Q4: 1,211 shares; 2026Q1: 1,264 shares 1,264 $286K 0.01% +53 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,592 shares; 2025Q1: 4,568 shares; 2025Q2: 4,591 shares; 2025Q3: 3,351 shares; 2025Q4: 3,332 shares; 2026Q1: 3,167 shares 3,167 $285K 0.01% -165 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,904 shares; 2026Q1: 3,243 shares 3,243 $285K 0.01% -4,661 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,221 shares; 2025Q1: 15,587 shares; 2025Q2: 18,537 shares; 2025Q3: 6,967 shares; 2025Q4: not reported; 2026Q1: 2,755 shares 2,755 $285K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 808 shares; 2025Q1: 728 shares; 2025Q2: 683 shares; 2025Q3: 677 shares; 2025Q4: 2,538 shares; 2026Q1: 2,722 shares 2,722 $285K 0.01% +184 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 1,379 shares; 2025Q3: 1,481 shares; 2025Q4: 1,483 shares; 2026Q1: 1,525 shares 1,525 $285K 0.01% +42 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 3,184 shares 3,184 $284K 0.01% +304 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,959 shares; 2026Q1: 23,191 shares 23,191 $282K 0.01% +9,232 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,082 shares; 2024Q4: 21,342 shares; 2025Q1: 20,551 shares; 2025Q2: 13,983 shares; 2025Q3: 11,753 shares; 2025Q4: 9,774 shares; 2026Q1: 9,835 shares 9,835 $282K 0.01% +61 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 6,759 shares; 2025Q1: 4,494 shares; 2025Q2: 4,500 shares; 2025Q3: 4,631 shares; 2025Q4: 3,820 shares; 2026Q1: 3,859 shares 3,859 $282K 0.01% +39 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 3,430 shares; 2025Q1: 4,370 shares; 2025Q2: 4,274 shares; 2025Q3: 2,987 shares; 2025Q4: 2,987 shares; 2026Q1: 3,752 shares 3,752 $282K 0.01% +765 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 55,338 shares; 2025Q4: 55,217 shares; 2026Q1: 55,217 shares 55,217 $282K 0.01% 0 Timeline JPST 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: 11,020 shares; 2024Q4: 10,950 shares; 2025Q1: 55,010 shares; 2025Q2: 13,344 shares; 2025Q3: 5,085 shares; 2025Q4: 14,931 shares; 2026Q1: 5,564 shares 5,564 $282K 0.01% -9,367 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: 7,141 shares; 2024Q4: 6,581 shares; 2025Q1: 3,976 shares; 2025Q2: 5,360 shares; 2025Q3: 2,267 shares; 2025Q4: 1,819 shares; 2026Q1: 1,931 shares 1,931 $282K 0.01% +112 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,137 shares; 2025Q1: 2,051 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 1,676 shares; 2026Q1: 1,382 shares 1,382 $281K 0.01% -294 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: 4,232 shares; 2024Q4: 4,255 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 3,580 shares; 2025Q4: 3,599 shares; 2026Q1: 2,995 shares 2,995 $281K 0.01% -604 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: 3,358 shares; 2024Q4: 3,893 shares; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 4,137 shares; 2025Q4: 2,909 shares; 2026Q1: 2,834 shares 2,834 $281K 0.01% -75 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 16,939 shares 16,939 $280K 0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares 4,094 $279K 0.01% 0 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: 8,671 shares; 2024Q4: 7,954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,987 shares; 2025Q4: 3,986 shares; 2026Q1: 3,731 shares 3,731 $278K 0.01% -255 Timeline IHE 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: 3,200 shares; 2026Q1: 3,200 shares 3,200 $277K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,585 shares; 2024Q4: 24,270 shares; 2025Q1: 25,173 shares; 2025Q2: 25,120 shares; 2025Q3: 14,965 shares; 2025Q4: 14,799 shares; 2026Q1: 14,016 shares 14,016 $277K 0.01% -783 Timeline IBDS 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: 11,383 shares 11,383 $276K 0.01% new 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: 6,886 shares; 2024Q4: 7,270 shares; 2025Q1: 6,347 shares; 2025Q2: 5,302 shares; 2025Q3: 5,230 shares; 2025Q4: 5,547 shares; 2026Q1: 5,077 shares 5,077 $274K 0.01% -470 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 5,881 shares; 2026Q1: 5,699 shares 5,699 $273K 0.01% -182 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,989 shares; 2025Q4: 4,504 shares; 2026Q1: 3,825 shares 3,825 $273K 0.01% -679 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 3,058 shares 3,058 $272K 0.01% -394 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,105 shares 1,105 $271K 0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,309 shares; 2024Q4: 56,127 shares; 2025Q1: 55,128 shares; 2025Q2: 54,336 shares; 2025Q3: 54,772 shares; 2025Q4: 35,241 shares; 2026Q1: 6,188 shares 6,188 $270K 0.01% -29,053 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: 1,972 shares; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,380 shares 2,380 $269K 0.01% new 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: not reported; 2024Q4: 1,817 shares; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 2,650 shares; 2025Q4: 2,110 shares; 2026Q1: 2,052 shares 2,052 $269K 0.01% -58 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: 2,972 shares; 2024Q4: 2,144 shares; 2025Q1: 2,181 shares; 2025Q2: 2,096 shares; 2025Q3: 1,792 shares; 2025Q4: 1,576 shares; 2026Q1: 601 shares 601 $269K 0.01% -975 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 6,942 shares; 2025Q1: 7,372 shares; 2025Q2: 6,850 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,220 shares 5,220 $268K 0.01% new Timeline MULL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $266K 0.01% new 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: 19,221 shares; 2025Q3: 24,240 shares; 2025Q4: 24,326 shares; 2026Q1: 23,538 shares 23,538 $266K 0.01% -788 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,631 shares; 2026Q1: 5,255 shares 5,255 $264K 0.01% +624 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: not reported; 2026Q1: 9,372 shares 9,372 $262K 0.01% new 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: 6,070 shares; 2024Q4: 5,625 shares; 2025Q1: 3,663 shares; 2025Q2: 3,457 shares; 2025Q3: 2,048 shares; 2025Q4: 1,937 shares; 2026Q1: 1,938 shares 1,938 $262K 0.01% +1 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162 $262K 0.01% 0 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 11,900 shares 11,900 $261K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 2,476 shares; 2025Q4: 2,515 shares; 2026Q1: 2,596 shares 2,596 $261K 0.01% +81 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,867 shares; 2025Q1: 3,912 shares; 2025Q2: 3,976 shares; 2025Q3: 3,654 shares; 2025Q4: 3,644 shares; 2026Q1: 3,713 shares 3,713 $260K 0.01% +69 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: 11,016 shares; 2024Q4: 11,215 shares; 2025Q1: 7,137 shares; 2025Q2: 7,134 shares; 2025Q3: not reported; 2025Q4: 4,517 shares; 2026Q1: 5,017 shares 5,017 $260K 0.01% +500 Timeline FDRR 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: 4,359 shares; 2024Q4: 4,397 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,477 shares; 2025Q4: 4,392 shares; 2026Q1: 4,417 shares 4,417 $260K 0.01% +25 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,492 shares; 2025Q2: 3,514 shares; 2025Q3: 3,176 shares; 2025Q4: 3,164 shares; 2026Q1: 3,050 shares 3,050 $258K 0.01% -114 Timeline EFAV 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: 2,851 shares; 2024Q4: 2,867 shares; 2025Q1: 3,626 shares; 2025Q2: 3,462 shares; 2025Q3: 2,487 shares; 2025Q4: 2,765 shares; 2026Q1: 2,817 shares 2,817 $257K 0.01% +52 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 1,390 shares; 2025Q1: 1,083 shares; 2025Q2: 1,147 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $257K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 3,419 shares; 2025Q1: 3,617 shares; 2025Q2: 3,488 shares; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 2,164 shares 2,164 $257K 0.01% +307 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is 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: 6,549 shares 6,549 $257K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,189 shares; 2026Q1: 2,334 shares 2,334 $257K 0.01% +145 Timeline TQQQ 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: 6,124 shares 6,124 $255K 0.01% new 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: 19,743 shares; 2024Q4: 15,018 shares; 2025Q1: 15,398 shares; 2025Q2: 15,415 shares; 2025Q3: 13,111 shares; 2025Q4: 15,346 shares; 2026Q1: 17,855 shares 17,855 $255K 0.01% +2,509 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 5,393 shares; 2025Q1: 5,355 shares; 2025Q2: 5,729 shares; 2025Q3: 5,697 shares; 2025Q4: 5,606 shares; 2026Q1: 5,311 shares 5,311 $255K 0.01% -295 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,963 shares; 2025Q1: 36,033 shares; 2025Q2: 5,108 shares; 2025Q3: 1,903 shares; 2025Q4: not reported; 2026Q1: 3,163 shares 3,163 $253K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,055 shares; 2025Q3: 746 shares; 2025Q4: 914 shares; 2026Q1: 845 shares 845 $253K 0.01% -69 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 866 shares; 2026Q1: 948 shares 948 $252K 0.01% +82 Timeline TLTW 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: 11,103 shares 11,103 $251K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 892 shares; 2025Q1: 906 shares; 2025Q2: 879 shares; 2025Q3: 707 shares; 2025Q4: 552 shares; 2026Q1: 576 shares 576 $250K 0.01% +24 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: 625 shares; 2025Q1: 3,965 shares; 2025Q2: 2,276 shares; 2025Q3: 1,278 shares; 2025Q4: 1,442 shares; 2026Q1: 611 shares 611 $249K 0.01% -831 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,691 shares; 2025Q4: 2,862 shares; 2026Q1: 2,674 shares 2,674 $248K 0.01% -188 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is 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: 2,156 shares 2,156 $247K 0.01% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,345 shares; 2025Q4: 8,341 shares; 2026Q1: 7,341 shares 7,341 $247K 0.01% -1,000 Timeline VB 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: 4,225 shares; 2024Q4: 7,105 shares; 2025Q1: 4,754 shares; 2025Q2: 2,666 shares; 2025Q3: 1,677 shares; 2025Q4: 987 shares; 2026Q1: 943 shares 943 $247K 0.01% -44 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 723 shares; 2026Q1: 470 shares 470 $245K 0.01% -253 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,566 shares 10,566 $244K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,198 shares; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,783 shares; 2025Q4: 2,342 shares; 2026Q1: 1,899 shares 1,899 $243K 0.01% -443 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares 2,667 $243K 0.01% new Timeline AVDV 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: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,428 shares 2,428 $242K 0.01% +154 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 975 shares; 2025Q1: 885 shares; 2025Q2: 865 shares; 2025Q3: 795 shares; 2025Q4: 777 shares; 2026Q1: 755 shares 755 $242K 0.01% -22 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: 3,192 shares; 2024Q4: 2,527 shares; 2025Q1: 2,196 shares; 2025Q2: 2,063 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $241K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,106 shares; 2025Q1: 2,197 shares; 2025Q2: 1,804 shares; 2025Q3: 1,556 shares; 2025Q4: 1,547 shares; 2026Q1: 1,485 shares 1,485 $240K 0.01% -62 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,234 shares; 2025Q3: 3,287 shares; 2025Q4: 3,326 shares; 2026Q1: 3,346 shares 3,346 $240K 0.01% +20 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: 1,177 shares; 2024Q4: 921 shares; 2025Q1: not reported; 2025Q2: 1,153 shares; 2025Q3: 1,310 shares; 2025Q4: 869 shares; 2026Q1: 835 shares 835 $240K 0.01% -34 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: 3,427 shares; 2024Q4: 3,271 shares; 2025Q1: 3,433 shares; 2025Q2: 3,190 shares; 2025Q3: 1,657 shares; 2025Q4: 1,676 shares; 2026Q1: 1,633 shares 1,633 $239K 0.01% -43 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $238K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,085 shares; 2026Q1: 2,380 shares 2,380 $238K 0.01% +295 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,605 shares 9,605 $238K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,924 shares; 2026Q1: 81,561 shares 81,561 $238K 0.01% -44,363 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $238K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 6,856 shares; 2025Q1: 4,563 shares; 2025Q2: 4,929 shares; 2025Q3: 3,839 shares; 2025Q4: 2,976 shares; 2026Q1: 2,323 shares 2,323 $238K 0.01% -653 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,804 shares; 2026Q1: 17,551 shares 17,551 $237K 0.01% +5,747 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: 4,520 shares; 2024Q4: 6,194 shares; 2025Q1: 6,485 shares; 2025Q2: 6,691 shares; 2025Q3: 4,987 shares; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $237K 0.01% new 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: 1,643 shares; 2024Q4: 1,581 shares; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,545 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares 1,509 $234K 0.01% 0 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: 995 shares; 2024Q4: 873 shares; 2025Q1: 2,599 shares; 2025Q2: 2,995 shares; 2025Q3: 1,264 shares; 2025Q4: 1,153 shares; 2026Q1: 804 shares 804 $233K 0.01% -349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $233K 0.01% new Timeline PRF 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: 5,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 4,886 shares; 2026Q1: 4,903 shares 4,903 $233K 0.01% +17 Timeline BIB 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: 2,856 shares 2,856 $233K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $233K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190 $233K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,578 shares; 2025Q1: 5,832 shares; 2025Q2: 5,818 shares; 2025Q3: 3,920 shares; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $232K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,878 shares; 2026Q1: 4,361 shares 4,361 $232K 0.01% -1,517 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,174 shares; 2025Q4: 7,036 shares; 2026Q1: 7,108 shares 7,108 $232K 0.01% +72 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,588 shares; 2025Q4: 2,632 shares; 2026Q1: 2,629 shares 2,629 $230K 0.01% -3 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,005 shares; 2026Q1: 2,966 shares 2,966 $230K 0.01% -39 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 655 shares; 2025Q4: 666 shares; 2026Q1: 667 shares 667 $230K 0.01% +1 Timeline AGGM 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: 11,851 shares; 2024Q4: 11,762 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,213 shares; 2025Q4: 2,211 shares; 2026Q1: 2,201 shares 2,201 $229K 0.01% -10 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 4,072 shares; 2025Q4: 4,239 shares; 2026Q1: 4,278 shares 4,278 $229K 0.01% +39 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,771 shares 9,771 $227K 0.01% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,968 shares 8,968 $227K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,861 shares; 2026Q1: 14,385 shares 14,385 $226K 0.01% +1,524 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: 4,668 shares; 2024Q4: 4,850 shares; 2025Q1: 5,353 shares; 2025Q2: 4,514 shares; 2025Q3: 6,373 shares; 2025Q4: 1,187 shares; 2026Q1: 1,031 shares 1,031 $226K 0.01% -156 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: 7,623 shares; 2024Q4: 6,602 shares; 2025Q1: 6,619 shares; 2025Q2: 6,619 shares; 2025Q3: 6,661 shares; 2025Q4: 3,868 shares; 2026Q1: 3,658 shares 3,658 $225K 0.01% -210 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,305 shares; 2026Q1: 7,761 shares 7,761 $225K 0.01% -544 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: 2,736 shares; 2024Q4: 1,740 shares; 2025Q1: 1,701 shares; 2025Q2: 1,602 shares; 2025Q3: 3,984 shares; 2025Q4: 4,714 shares; 2026Q1: 808 shares 808 $224K 0.01% -3,906 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,935 shares 4,935 $224K 0.01% new 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: 1,972 shares; 2024Q4: 1,886 shares; 2025Q1: 1,481 shares; 2025Q2: 1,452 shares; 2025Q3: 1,700 shares; 2025Q4: 1,282 shares; 2026Q1: 704 shares 704 $224K 0.01% -578 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,638 shares; 2024Q4: 23,842 shares; 2025Q1: 21,593 shares; 2025Q2: 21,897 shares; 2025Q3: not reported; 2025Q4: 2,943 shares; 2026Q1: 2,947 shares 2,947 $223K 0.01% +4 Timeline JMBS 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: not reported; 2026Q1: 4,928 shares 4,928 $223K 0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,191 shares; 2026Q1: 3,084 shares 3,084 $221K 0.01% -107 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 4,165 shares; 2025Q1: 4,048 shares; 2025Q2: 3,931 shares; 2025Q3: 2,268 shares; 2025Q4: 1,499 shares; 2026Q1: 1,273 shares 1,273 $220K 0.01% -226 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 273 shares; 2025Q4: not reported; 2026Q1: 201 shares 201 $220K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,994 shares; 2026Q1: 1,786 shares 1,786 $216K 0.01% -1,208 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: 2,574 shares; 2024Q4: 2,714 shares; 2025Q1: 2,598 shares; 2025Q2: 2,515 shares; 2025Q3: 2,603 shares; 2025Q4: 1,472 shares; 2026Q1: 999 shares 999 $216K 0.01% -473 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,885 shares 9,885 $216K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 6,910 shares; 2025Q1: 4,651 shares; 2025Q2: 4,626 shares; 2025Q3: 5,585 shares; 2025Q4: 5,571 shares; 2026Q1: 3,738 shares 3,738 $215K 0.01% -1,833 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,373 shares; 2025Q1: 1,288 shares; 2025Q2: 1,318 shares; 2025Q3: 829 shares; 2025Q4: 792 shares; 2026Q1: 774 shares 774 $213K 0.01% -18 Timeline FDIS 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: 2,973 shares; 2025Q1: 2,939 shares; 2025Q2: 2,711 shares; 2025Q3: 2,647 shares; 2025Q4: 2,608 shares; 2026Q1: 2,276 shares 2,276 $212K 0.01% -332 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,372 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares; 2025Q4: not reported; 2026Q1: 4,034 shares 4,034 $212K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,018 shares 10,018 $212K 0.01% new Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,424 shares; 2026Q1: 4,679 shares 4,679 $212K 0.01% +255 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: 5,013 shares; 2024Q4: 5,096 shares; 2025Q1: 4,099 shares; 2025Q2: 3,904 shares; 2025Q3: 1,201 shares; 2025Q4: 3,097 shares; 2026Q1: 1,403 shares 1,403 $211K 0.01% -1,694 Timeline CTA 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: 9,547 shares; 2024Q4: 9,617 shares; 2025Q1: 9,458 shares; 2025Q2: 9,604 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,976 shares 6,976 $211K 0.01% new Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,831 shares; 2026Q1: 4,704 shares 4,704 $211K 0.01% -1,127 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: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares 3,202 $211K 0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 8,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,863 shares; 2025Q4: 30,898 shares; 2026Q1: 8,538 shares 8,538 $210K 0.01% -22,360 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: 7,385 shares; 2024Q4: 7,571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,818 shares 3,818 $209K 0.01% new Timeline BWZ 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: 7,755 shares 7,755 $209K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,506 shares; 2025Q4: 3,471 shares; 2026Q1: 3,240 shares 3,240 $208K 0.01% -231 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: 5,946 shares; 2024Q4: 5,925 shares; 2025Q1: 6,249 shares; 2025Q2: 5,945 shares; 2025Q3: 5,110 shares; 2025Q4: 5,062 shares; 2026Q1: 4,477 shares 4,477 $208K 0.01% -585 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,797 shares 3,797 $208K 0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,220 shares; 2026Q1: 6,055 shares 6,055 $206K 0.01% -165 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,572 shares; 2024Q4: 7,962 shares; 2025Q1: 8,617 shares; 2025Q2: 8,422 shares; 2025Q3: 3,725 shares; 2025Q4: 3,470 shares; 2026Q1: 2,100 shares 2,100 $205K 0.01% -1,370 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,884 shares; 2026Q1: 7,460 shares 7,460 $205K 0.01% -1,424 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,027 shares 4,027 $205K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,547 shares; 2026Q1: 14,234 shares 14,234 $205K 0.01% -1,313 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 8,971 shares 8,971 $205K 0.01% new Timeline UST 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: 4,759 shares 4,759 $204K 0.01% new Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,116 shares; 2025Q4: 5,087 shares; 2026Q1: 5,262 shares 5,262 $204K 0.01% +175 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 950 shares 950 $204K 0.01% -20 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 4,964 shares 4,964 $204K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,111 shares; 2026Q1: 9,846 shares 9,846 $204K 0.01% -265 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,153 shares 2,153 $204K 0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282 $204K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,775 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares 760 $202K 0.01% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $202K 0.01% 0 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 8,630 shares; 2026Q1: 8,557 shares 8,557 $200K 0.01% -73 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 14,118 shares; 2025Q1: 13,327 shares; 2025Q2: 13,327 shares; 2025Q3: 13,915 shares; 2025Q4: 12,913 shares; 2026Q1: 12,913 shares 12,913 $192K 0.01% 0 Timeline BGLD 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: 11,671 shares; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: 10,081 shares; 2025Q3: 10,030 shares; 2025Q4: 10,772 shares; 2026Q1: 10,566 shares 10,566 $181K 0.01% -206 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 20,608 shares 20,608 $180K 0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,400 shares; 2025Q1: 36,100 shares; 2025Q2: 36,100 shares; 2025Q3: 36,100 shares; 2025Q4: 36,100 shares; 2026Q1: 36,100 shares 36,100 $146K 0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is 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: 10,080 shares 10,080 $145K 0.01% new Timeline CRPT 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: 218,062 shares; 2024Q4: 221,335 shares; 2025Q1: 147,999 shares; 2025Q2: 144,658 shares; 2025Q3: 203,994 shares; 2025Q4: 412,014 shares; 2026Q1: 12,285 shares 12,285 $143K 0.01% -399,729 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 18,528 shares; 2025Q1: 16,497 shares; 2025Q2: 16,516 shares; 2025Q3: 11,210 shares; 2025Q4: 14,985 shares; 2026Q1: 17,013 shares 17,013 $142K 0.01% +2,028 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: 26,405 shares; 2024Q4: 26,713 shares; 2025Q1: 29,006 shares; 2025Q2: 28,823 shares; 2025Q3: 35,455 shares; 2025Q4: 17,731 shares; 2026Q1: 12,674 shares 12,674 $138K 0.01% -5,057 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,076 shares; 2025Q2: 16,284 shares; 2025Q3: 16,462 shares; 2025Q4: 11,543 shares; 2026Q1: 11,577 shares 11,577 $130K 0.01% +34 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 25,508 shares; 2025Q1: 30,346 shares; 2025Q2: 30,346 shares; 2025Q3: 20,628 shares; 2025Q4: 31,322 shares; 2026Q1: 41,828 shares 41,828 $123K 0.01% +10,506 Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,772 shares 20,772 $113K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 11,777 shares; 2025Q1: 14,245 shares; 2025Q2: 14,245 shares; 2025Q3: 14,250 shares; 2025Q4: 18,475 shares; 2026Q1: 21,724 shares 21,724 $112K 0.01% +3,249 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,922 shares; 2024Q4: 43,922 shares; 2025Q1: 43,923 shares; 2025Q2: 43,922 shares; 2025Q3: 43,922 shares; 2025Q4: 42,460 shares; 2026Q1: 42,460 shares 42,460 $111K 0.01% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,966 shares; 2024Q4: 16,866 shares; 2025Q1: 15,753 shares; 2025Q2: 15,493 shares; 2025Q3: 18,123 shares; 2025Q4: 15,026 shares; 2026Q1: 15,026 shares 15,026 $98.7K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,749 shares 10,749 $97.2K <0.01% new Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD 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: 13,487 shares 13,487 $94.7K <0.01% new Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,497 shares; 2026Q1: 15,350 shares 15,350 $92.3K <0.01% +3,853 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 11,911 shares 11,911 $81.8K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 12,131 shares; 2025Q1: 12,459 shares; 2025Q2: 12,459 shares; 2025Q3: 13,099 shares; 2025Q4: 13,420 shares; 2026Q1: 13,777 shares 13,777 $77.2K <0.01% +357 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,206 shares; 2025Q3: 65,383 shares; 2025Q4: 64,651 shares; 2026Q1: 18,740 shares 18,740 $66K <0.01% -45,911 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,229 shares 10,229 $56.8K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,350 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $41.2K <0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,739 shares; 2026Q1: 13,747 shares 13,747 $38.4K <0.01% -18,992 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 15,474 shares; 2025Q1: 15,792 shares; 2025Q2: 15,474 shares; 2025Q3: 15,474 shares; 2025Q4: 15,474 shares; 2026Q1: 15,474 shares 15,474 $23.1K <0.01% 0 Timeline PRZO PARAZERO TECHNOLOGIES LTD More: the full row for PARAZERO TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $15.4K <0.01% 0 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $15K <0.01% new Timeline MGRX MANGOCEUTICALS INC More: the full row for MANGOCEUTICALS 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $3.6K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,420 shares 13,420 $94 <0.01% new