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; 2024Q3: restricted; 2024Q4: 51,721 shares; 2025Q1: 3,163 shares; 2025Q2: 2,931 shares; 2025Q3: 3,332 shares; 2025Q4: 4,048 shares; 2026Q1: 4,721 shares; 2026Q2: 4,588 shares 4,588 $445K 0.01% -133 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,824 shares; 2025Q1: 1,929 shares; 2025Q2: 1,898 shares; 2025Q3: 1,803 shares; 2025Q4: 1,942 shares; 2026Q1: 1,954 shares; 2026Q2: 1,874 shares 1,874 $445K 0.01% -80 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 1,638 shares; 2026Q1: 1,643 shares; 2026Q2: 10,585 shares 10,585 $442K 0.01% +8,942 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 811 shares; 2025Q4: 748 shares; 2026Q1: 708 shares; 2026Q2: 764 shares 764 $441K 0.01% +56 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,368 shares; 2025Q1: 6,315 shares; 2025Q2: 7,054 shares; 2025Q3: 7,148 shares; 2025Q4: 7,841 shares; 2026Q1: 8,712 shares; 2026Q2: 8,596 shares 8,596 $440K 0.01% -116 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 6,778 shares; 2025Q3: 4,942 shares; 2025Q4: 6,509 shares; 2026Q1: 7,831 shares; 2026Q2: 5,052 shares 5,052 $438K 0.01% -2,779 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 808 shares; 2025Q3: 800 shares; 2025Q4: 830 shares; 2026Q1: 835 shares; 2026Q2: 882 shares 882 $437K 0.01% +47 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,891 shares; 2025Q1: 4,698 shares; 2025Q2: 4,519 shares; 2025Q3: 4,481 shares; 2025Q4: 4,780 shares; 2026Q1: 5,271 shares; 2026Q2: 5,289 shares 5,289 $437K 0.01% +18 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 4,025 shares; 2025Q4: 3,952 shares; 2026Q1: 3,949 shares; 2026Q2: 3,942 shares 3,942 $436K 0.01% -7 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 1,083 shares; 2025Q3: 4,024 shares; 2025Q4: 9,609 shares; 2026Q1: 9,284 shares; 2026Q2: 8,845 shares 8,845 $436K 0.01% -439 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,983 shares; 2025Q1: 2,265 shares; 2025Q2: 1,941 shares; 2025Q3: 1,874 shares; 2025Q4: 2,219 shares; 2026Q1: 1,087 shares; 2026Q2: 1,279 shares 1,279 $433K 0.01% +192 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,802 shares; 2025Q1: 11,184 shares; 2025Q2: 16,829 shares; 2025Q3: 16,552 shares; 2025Q4: 17,049 shares; 2026Q1: 16,133 shares; 2026Q2: 16,358 shares 16,358 $432K 0.01% +225 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,220 shares; 2025Q1: 1,391 shares; 2025Q2: 1,478 shares; 2025Q3: 1,564 shares; 2025Q4: 1,620 shares; 2026Q1: 1,608 shares; 2026Q2: 1,592 shares 1,592 $429K 0.01% -16 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,821 shares; 2025Q1: 12,860 shares; 2025Q2: 12,791 shares; 2025Q3: 15,467 shares; 2025Q4: 14,413 shares; 2026Q1: 13,614 shares; 2026Q2: 14,063 shares 14,063 $425K 0.01% +449 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,566 shares; 2025Q2: 4,634 shares; 2025Q3: 9,885 shares; 2025Q4: 7,268 shares; 2026Q1: 6,703 shares; 2026Q2: 6,852 shares 6,852 $425K 0.01% +149 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,782 shares; 2025Q1: 2,866 shares; 2025Q2: 3,058 shares; 2025Q3: 3,090 shares; 2025Q4: 3,234 shares; 2026Q1: 3,499 shares; 2026Q2: 4,285 shares 4,285 $416K 0.01% +786 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,845 shares; 2025Q1: 3,172 shares; 2025Q2: 2,827 shares; 2025Q3: 4,909 shares; 2025Q4: 5,040 shares; 2026Q1: 4,778 shares; 2026Q2: 4,216 shares 4,216 $415K 0.01% -562 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,370 shares; 2025Q3: 4,349 shares; 2025Q4: 4,648 shares; 2026Q1: 4,614 shares; 2026Q2: 6,758 shares 6,758 $415K 0.01% +2,144 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,845 shares; 2025Q2: 7,382 shares; 2025Q3: 1,398 shares; 2025Q4: 10,602 shares; 2026Q1: 2,742 shares; 2026Q2: 19,410 shares 19,410 $414K 0.01% +16,668 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 2,038 shares; 2026Q1: 2,666 shares; 2026Q2: 3,364 shares 3,364 $412K 0.01% +698 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 574 shares; 2025Q3: 572 shares; 2025Q4: 615 shares; 2026Q1: 600 shares; 2026Q2: 617 shares 617 $411K 0.01% +17 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,143 shares; 2025Q2: 2,380 shares; 2025Q3: 8,073 shares; 2025Q4: 9,208 shares; 2026Q1: 5,788 shares; 2026Q2: 12,935 shares 12,935 $410K 0.01% +7,147 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 896 shares; 2025Q3: 456 shares; 2025Q4: 1,919 shares; 2026Q1: 2,215 shares; 2026Q2: 2,431 shares 2,431 $410K 0.01% +216 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; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 878 shares; 2025Q2: 844 shares; 2025Q3: 975 shares; 2025Q4: 1,017 shares; 2026Q1: 1,251 shares; 2026Q2: 1,455 shares 1,455 $407K 0.01% +204 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; 2024Q3: restricted; 2024Q4: 7,862 shares; 2025Q1: 2,929 shares; 2025Q2: 2,539 shares; 2025Q3: 2,034 shares; 2025Q4: 1,945 shares; 2026Q1: 1,880 shares; 2026Q2: 1,800 shares 1,800 $406K 0.01% -80 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,987 shares; 2025Q1: 69,784 shares; 2025Q2: 25,308 shares; 2025Q3: 26,573 shares; 2025Q4: 29,151 shares; 2026Q1: 16,907 shares; 2026Q2: 9,362 shares 9,362 $404K 0.01% -7,545 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 1,360 shares; 2026Q1: 2,461 shares; 2026Q2: 3,409 shares 3,409 $403K 0.01% +948 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 372 shares; 2025Q3: 747 shares; 2025Q4: 719 shares; 2026Q1: 2,804 shares; 2026Q2: 2,988 shares 2,988 $401K 0.01% +184 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 17,776 shares; 2025Q3: 17,776 shares; 2025Q4: 19,471 shares; 2026Q1: 19,599 shares; 2026Q2: 19,813 shares 19,813 $400K 0.01% +214 Timeline DIVI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,775 shares; 2025Q2: 23,254 shares; 2025Q3: 23,370 shares; 2025Q4: 20,110 shares; 2026Q1: 11,943 shares; 2026Q2: 9,316 shares 9,316 $398K 0.01% -2,627 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 2,743 shares; 2025Q3: 2,395 shares; 2025Q4: 2,321 shares; 2026Q1: 2,191 shares; 2026Q2: 2,080 shares 2,080 $396K 0.01% -111 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,751 shares; 2025Q2: 2,739 shares; 2025Q3: 3,569 shares; 2025Q4: 3,670 shares; 2026Q1: 3,308 shares; 2026Q2: 5,170 shares 5,170 $396K 0.01% +1,862 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,141 shares; 2025Q1: 13,882 shares; 2025Q2: 13,327 shares; 2025Q3: 12,389 shares; 2025Q4: 12,292 shares; 2026Q1: 12,240 shares; 2026Q2: 9,521 shares 9,521 $394K 0.01% -2,719 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,356 shares; 2025Q2: 1,580 shares; 2025Q3: 1,603 shares; 2025Q4: 1,622 shares; 2026Q1: 1,596 shares; 2026Q2: 1,650 shares 1,650 $393K 0.01% +54 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 928 shares; 2025Q2: 772 shares; 2025Q3: 997 shares; 2025Q4: 1,171 shares; 2026Q1: 932 shares; 2026Q2: 1,500 shares 1,500 $392K 0.01% +568 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 1,964 shares; 2025Q2: 3,322 shares; 2025Q3: 3,332 shares; 2025Q4: 3,605 shares; 2026Q1: 4,046 shares; 2026Q2: 4,204 shares 4,204 $390K 0.01% +158 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,113 shares; 2025Q1: 4,394 shares; 2025Q2: 1,700 shares; 2025Q3: 7,314 shares; 2025Q4: 6,847 shares; 2026Q1: 3,790 shares; 2026Q2: 5,347 shares 5,347 $389K 0.01% +1,557 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,563 shares; 2025Q2: 1,545 shares; 2025Q3: 1,517 shares; 2025Q4: 1,599 shares; 2026Q1: 1,445 shares; 2026Q2: 1,557 shares 1,557 $389K 0.01% +112 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; 2024Q3: restricted; 2024Q4: 19,652 shares; 2025Q1: 20,282 shares; 2025Q2: 20,144 shares; 2025Q3: 20,409 shares; 2025Q4: 9,676 shares; 2026Q1: 8,077 shares; 2026Q2: 6,053 shares 6,053 $388K 0.01% -2,024 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,020 shares; 2025Q4: 1,076 shares; 2026Q1: 832 shares; 2026Q2: 1,459 shares 1,459 $384K 0.01% +627 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,139 shares; 2025Q2: 7,714 shares; 2025Q3: 9,810 shares; 2025Q4: 11,708 shares; 2026Q1: 11,836 shares; 2026Q2: 15,420 shares 15,420 $383K 0.01% +3,584 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,043 shares; 2025Q1: 10,292 shares; 2025Q2: 11,507 shares; 2025Q3: 11,866 shares; 2025Q4: 13,573 shares; 2026Q1: 13,873 shares; 2026Q2: 18,081 shares 18,081 $382K 0.01% +4,208 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 5,381 shares; 2025Q3: 6,365 shares; 2025Q4: 6,872 shares; 2026Q1: 3,827 shares; 2026Q2: 3,575 shares 3,575 $382K 0.01% -252 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; 2024Q3: restricted; 2024Q4: 475,494 shares; 2025Q1: 472,312 shares; 2025Q2: 359,532 shares; 2025Q3: 334,696 shares; 2025Q4: 337,054 shares; 2026Q1: 336,045 shares; 2026Q2: 21,368 shares 21,368 $380K 0.01% -314,677 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,648 shares; 2026Q1: 1,498 shares; 2026Q2: 1,492 shares 1,492 $378K 0.01% -6 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 9,733 shares; 2026Q2: 9,938 shares 9,938 $378K 0.01% +205 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,819 shares 1,819 $376K 0.01% +41 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,052 shares; 2026Q1: 6,052 shares; 2026Q2: 6,052 shares 6,052 $374K 0.01% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,801 shares; 2025Q2: 6,447 shares; 2025Q3: 6,899 shares; 2025Q4: 8,561 shares; 2026Q1: 8,607 shares; 2026Q2: 8,569 shares 8,569 $373K 0.01% -38 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,022 shares; 2025Q1: 8,069 shares; 2025Q2: 8,518 shares; 2025Q3: 7,368 shares; 2025Q4: 4,788 shares; 2026Q1: 3,622 shares; 2026Q2: 3,344 shares 3,344 $372K 0.01% -278 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 4,609 shares; 2025Q3: 6,183 shares; 2025Q4: 6,718 shares; 2026Q1: 7,510 shares; 2026Q2: 7,776 shares 7,776 $370K 0.01% +266 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 5,879 shares; 2025Q3: 5,993 shares; 2025Q4: 5,718 shares; 2026Q1: 5,650 shares; 2026Q2: 5,579 shares 5,579 $370K 0.01% -71 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 5,393 shares; 2025Q4: 5,330 shares; 2026Q1: 5,348 shares; 2026Q2: 4,127 shares 4,127 $370K 0.01% -1,221 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,370 shares; 2025Q3: 1,453 shares; 2025Q4: 1,706 shares; 2026Q1: 1,725 shares; 2026Q2: 1,701 shares 1,701 $368K 0.01% -24 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 14,462 shares; 2025Q4: 8,864 shares; 2026Q1: 8,764 shares; 2026Q2: 9,573 shares 9,573 $367K 0.01% +809 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 4,673 shares; 2025Q3: 5,103 shares; 2025Q4: 5,448 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $364K 0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,640 shares; 2025Q2: 11,442 shares; 2025Q3: 12,363 shares; 2025Q4: 12,942 shares; 2026Q1: 13,566 shares; 2026Q2: 13,276 shares 13,276 $363K 0.01% -290 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 188 shares; 2025Q4: 459 shares; 2026Q1: 176 shares; 2026Q2: 1,958 shares 1,958 $361K 0.01% +1,782 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 4,331 shares; 2026Q1: 4,339 shares; 2026Q2: 9,682 shares 9,682 $361K 0.01% +5,343 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 2,970 shares; 2025Q4: 2,981 shares; 2026Q1: 2,991 shares; 2026Q2: 6,563 shares 6,563 $361K 0.01% +3,572 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 1,283 shares; 2025Q2: 448 shares; 2025Q3: 4,559 shares; 2025Q4: 119 shares; 2026Q1: 101 shares; 2026Q2: 4,120 shares 4,120 $361K 0.01% +4,019 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; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,283 shares; 2025Q2: 1,265 shares; 2025Q3: 1,064 shares; 2025Q4: 1,265 shares; 2026Q1: 1,005 shares; 2026Q2: 2,006 shares 2,006 $360K 0.01% +1,001 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 661 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares; 2026Q1: 2,506 shares; 2026Q2: 2,633 shares 2,633 $359K 0.01% +127 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 4,304 shares; 2025Q3: 4,008 shares; 2025Q4: 4,224 shares; 2026Q1: 4,612 shares; 2026Q2: 4,695 shares 4,695 $359K 0.01% +83 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 6,388 shares; 2025Q3: 6,341 shares; 2025Q4: 6,372 shares; 2026Q1: 6,896 shares; 2026Q2: 6,385 shares 6,385 $359K 0.01% -511 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: 1,564 shares; 2025Q3: 1,506 shares; 2025Q4: 2,116 shares; 2026Q1: 2,958 shares; 2026Q2: 3,697 shares 3,697 $358K 0.01% +739 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,988 shares; 2025Q2: 6,083 shares; 2025Q3: 6,103 shares; 2025Q4: 6,580 shares; 2026Q1: 7,437 shares; 2026Q2: 7,684 shares 7,684 $358K 0.01% +247 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,976 shares; 2025Q2: 10,548 shares; 2025Q3: 10,409 shares; 2025Q4: 10,769 shares; 2026Q1: 3,208 shares; 2026Q2: 3,112 shares 3,112 $358K 0.01% -96 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,342 shares; 2025Q1: 3,078 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares; 2025Q4: 3,153 shares; 2026Q1: 3,180 shares; 2026Q2: 3,710 shares 3,710 $358K 0.01% +530 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 30 shares; 2026Q2: 728 shares 728 $357K 0.01% +698 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 890 shares; 2025Q3: 952 shares; 2025Q4: 1,180 shares; 2026Q1: 1,165 shares; 2026Q2: 1,180 shares 1,180 $356K 0.01% +15 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,909 shares; 2025Q1: 5,049 shares; 2025Q2: 4,751 shares; 2025Q3: 5,511 shares; 2025Q4: 6,871 shares; 2026Q1: 7,073 shares; 2026Q2: 7,516 shares 7,516 $353K 0.01% +443 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,473 shares; 2025Q2: 1,720 shares; 2025Q3: 1,060 shares; 2025Q4: 1,162 shares; 2026Q1: 974 shares; 2026Q2: 883 shares 883 $350K 0.01% -91 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,208 shares; 2025Q3: 680 shares; 2025Q4: 1,762 shares; 2026Q1: 990 shares; 2026Q2: 2,486 shares 2,486 $350K 0.01% +1,496 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 1,770 shares; 2025Q2: 2,071 shares; 2025Q3: 2,047 shares; 2025Q4: 2,102 shares; 2026Q1: 2,065 shares; 2026Q2: 2,574 shares 2,574 $347K 0.01% +509 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 1,851 shares; 2025Q3: 3,323 shares; 2025Q4: 3,751 shares; 2026Q1: 4,409 shares; 2026Q2: 4,644 shares 4,644 $346K 0.01% +235 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 648 shares; 2025Q3: 638 shares; 2025Q4: 670 shares; 2026Q1: 645 shares; 2026Q2: 657 shares 657 $346K 0.01% +12 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,241 shares; 2025Q1: 9,197 shares; 2025Q2: 6,023 shares; 2025Q3: 18,807 shares; 2025Q4: 38,458 shares; 2026Q1: 3,990 shares; 2026Q2: 2,948 shares 2,948 $346K 0.01% -1,042 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 688 shares; 2025Q3: 370 shares; 2025Q4: 912 shares; 2026Q1: 655 shares; 2026Q2: 869 shares 869 $345K 0.01% +214 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,283 shares; 2025Q2: 3,380 shares; 2025Q3: 3,231 shares; 2025Q4: 3,248 shares; 2026Q1: 3,096 shares; 2026Q2: 3,108 shares 3,108 $342K 0.01% +12 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 394 shares; 2025Q3: 765 shares; 2025Q4: 1,890 shares; 2026Q1: 2,160 shares; 2026Q2: 2,450 shares 2,450 $341K 0.01% +290 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 3,071 shares; 2025Q3: 3,189 shares; 2025Q4: 3,995 shares; 2026Q1: 3,950 shares; 2026Q2: 4,807 shares 4,807 $340K 0.01% +857 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,109 shares; 2026Q1: 51,858 shares; 2026Q2: 30,477 shares 30,477 $340K 0.01% -21,381 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 2,673 shares; 2025Q3: 2,649 shares; 2025Q4: 2,756 shares; 2026Q1: 2,617 shares; 2026Q2: 2,798 shares 2,798 $338K 0.01% +181 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; 2024Q3: restricted; 2024Q4: 152,340 shares; 2025Q1: 158,719 shares; 2025Q2: 168,899 shares; 2025Q3: 182,161 shares; 2025Q4: 232,096 shares; 2026Q1: 42,998 shares; 2026Q2: 13,744 shares 13,744 $337K 0.01% -29,254 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,696 shares; 2025Q3: 5,698 shares; 2025Q4: 6,400 shares; 2026Q1: 7,368 shares; 2026Q2: 7,643 shares 7,643 $337K 0.01% +275 Timeline PBW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46,612 shares; 2025Q2: 8,935 shares; 2025Q3: 8,787 shares; 2025Q4: 8,785 shares; 2026Q1: 8,585 shares; 2026Q2: 8,632 shares 8,632 $337K 0.01% +47 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,143 shares; 2025Q2: 5,088 shares; 2025Q3: 5,070 shares; 2025Q4: 5,774 shares; 2026Q1: 6,684 shares; 2026Q2: 7,050 shares 7,050 $335K 0.01% +366 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84,483 shares; 2025Q1: 9,354 shares; 2025Q2: 8,980 shares; 2025Q3: 8,136 shares; 2025Q4: 8,080 shares; 2026Q1: 7,640 shares; 2026Q2: 5,314 shares 5,314 $334K 0.01% -2,326 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 9,143 shares; 2025Q3: 11,881 shares; 2025Q4: 12,183 shares; 2026Q1: 3,547 shares; 2026Q2: 14,119 shares 14,119 $333K 0.01% +10,572 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 6,132 shares; 2025Q3: 2,392 shares; 2025Q4: 15,016 shares; 2026Q1: 16,040 shares; 2026Q2: 17,165 shares 17,165 $328K 0.01% +1,125 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 244 shares; 2026Q2: 636 shares 636 $328K 0.01% +392 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,553 shares; 2025Q1: 6,576 shares; 2025Q2: 7,432 shares; 2025Q3: 7,487 shares; 2025Q4: 7,681 shares; 2026Q1: 7,467 shares; 2026Q2: 7,110 shares 7,110 $328K 0.01% -357 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,257 shares; 2025Q2: 3,248 shares; 2025Q3: 3,981 shares; 2025Q4: 4,346 shares; 2026Q1: 4,003 shares; 2026Q2: 3,692 shares 3,692 $328K 0.01% -311 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,477 shares; 2025Q1: 6,177 shares; 2025Q2: 6,317 shares; 2025Q3: 5,340 shares; 2025Q4: 7,011 shares; 2026Q1: 6,360 shares; 2026Q2: 8,412 shares 8,412 $327K 0.01% +2,052 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 887 shares; 2025Q2: 993 shares; 2025Q3: 1,059 shares; 2025Q4: 1,111 shares; 2026Q1: 853 shares; 2026Q2: 2,132 shares 2,132 $325K 0.01% +1,279 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: 4,122 shares; 2025Q3: 2,722 shares; 2025Q4: 9,343 shares; 2026Q1: 7,046 shares; 2026Q2: 6,194 shares 6,194 $325K 0.01% -852 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,133 shares; 2026Q1: 1,019 shares; 2026Q2: 959 shares 959 $324K 0.01% -60 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; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 2,777 shares; 2025Q2: 3,297 shares; 2025Q3: 3,336 shares; 2025Q4: 3,531 shares; 2026Q1: 3,534 shares; 2026Q2: 3,996 shares 3,996 $324K 0.01% +462 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,969 shares; 2025Q4: 11,717 shares; 2026Q1: 12,943 shares; 2026Q2: 12,631 shares 12,631 $323K 0.01% -312 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,599 shares; 2025Q2: 2,336 shares; 2025Q3: 2,520 shares; 2025Q4: 2,927 shares; 2026Q1: 3,508 shares; 2026Q2: 3,728 shares 3,728 $322K 0.01% +220 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,128 shares; 2025Q4: 4,165 shares; 2026Q1: 3,207 shares; 2026Q2: 2,806 shares 2,806 $322K 0.01% -401 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; 2024Q3: restricted; 2024Q4: 11,394 shares; 2025Q1: 9,144 shares; 2025Q2: 8,633 shares; 2025Q3: 8,405 shares; 2025Q4: 8,438 shares; 2026Q1: 2,014 shares; 2026Q2: 1,863 shares 1,863 $321K 0.01% -151 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 2,317 shares; 2025Q3: 2,423 shares; 2025Q4: 3,146 shares; 2026Q1: 703 shares; 2026Q2: 3,487 shares 3,487 $320K 0.01% +2,784 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; 2024Q3: restricted; 2024Q4: 385,708 shares; 2025Q1: 384,099 shares; 2025Q2: 384,200 shares; 2025Q3: 384,284 shares; 2025Q4: 395,264 shares; 2026Q1: 394,700 shares; 2026Q2: 11,437 shares 11,437 $317K 0.01% -383,263 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 9,465 shares; 2025Q2: 9,510 shares; 2025Q3: 8,948 shares; 2025Q4: 11,408 shares; 2026Q1: 1,681 shares; 2026Q2: 1,210 shares 1,210 $316K 0.01% -471 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 117 shares; 2025Q4: 121 shares; 2026Q1: 176 shares; 2026Q2: 159 shares 159 $316K 0.01% -17 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 7,286 shares; 2026Q2: 7,725 shares 7,725 $316K 0.01% +439 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,119 shares; 2025Q2: 4,351 shares; 2025Q3: 4,324 shares; 2025Q4: 2,342 shares; 2026Q1: 2,285 shares; 2026Q2: 1,384 shares 1,384 $314K 0.01% -901 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,376 shares; 2025Q3: 2,382 shares; 2025Q4: 2,601 shares; 2026Q1: 2,510 shares; 2026Q2: 4,061 shares 4,061 $313K 0.01% +1,551 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 1,802 shares; 2025Q3: 1,975 shares; 2025Q4: 2,299 shares; 2026Q1: 2,738 shares; 2026Q2: 2,759 shares 2,759 $312K 0.01% +21 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 4,140 shares; 2026Q1: 3,865 shares; 2026Q2: 3,865 shares 3,865 $312K 0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,910 shares 8,910 $312K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 708 shares; 2025Q3: 734 shares; 2025Q4: 860 shares; 2026Q1: 767 shares; 2026Q2: 777 shares 777 $312K 0.01% +10 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 1,965 shares; 2025Q2: 1,756 shares; 2025Q3: 1,877 shares; 2025Q4: 2,404 shares; 2026Q1: 90,858 shares; 2026Q2: 2,013 shares 2,013 $311K 0.01% -88,845 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 1,721 shares; 2025Q3: 2,950 shares; 2025Q4: 3,802 shares; 2026Q1: 6,497 shares; 2026Q2: 8,166 shares 8,166 $311K 0.01% +1,669 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 15 shares; 2025Q3: 2,936 shares; 2025Q4: 81 shares; 2026Q1: 239 shares; 2026Q2: 2,680 shares 2,680 $310K 0.01% +2,441 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,787 shares; 2025Q1: 4,183 shares; 2025Q2: 3,845 shares; 2025Q3: 3,895 shares; 2025Q4: 4,417 shares; 2026Q1: 3,890 shares; 2026Q2: 9,783 shares 9,783 $309K 0.01% +5,893 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 141 shares; 2026Q1: 42 shares; 2026Q2: 537 shares 537 $308K 0.01% +495 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,285 shares; 2025Q1: 10,489 shares; 2025Q2: 13,257 shares; 2025Q3: 13,750 shares; 2025Q4: 13,624 shares; 2026Q1: 12,765 shares; 2026Q2: 13,346 shares 13,346 $308K 0.01% +581 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 3,763 shares; 2025Q2: 2,869 shares; 2025Q3: 1,313 shares; 2025Q4: 3,697 shares; 2026Q1: 4,623 shares; 2026Q2: 4,572 shares 4,572 $308K 0.01% -51 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 552 shares; 2025Q3: 473 shares; 2025Q4: 834 shares; 2026Q1: 815 shares; 2026Q2: 919 shares 919 $306K 0.01% +104 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,938 shares; 2025Q1: 1,383 shares; 2025Q2: 1,039 shares; 2025Q3: 1,210 shares; 2025Q4: 1,153 shares; 2026Q1: 20,638 shares; 2026Q2: 1,745 shares 1,745 $306K 0.01% -18,893 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 1,750 shares; 2026Q1: 1,111 shares; 2026Q2: 1,062 shares 1,062 $304K 0.01% -49 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 213 shares; 2025Q2: 210 shares; 2025Q3: 190 shares; 2025Q4: 213 shares; 2026Q1: 145 shares; 2026Q2: 228 shares 228 $304K 0.01% +83 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 1,256 shares; 2025Q3: 2,780 shares; 2025Q4: 2,582 shares; 2026Q1: 2,413 shares; 2026Q2: 2,667 shares 2,667 $303K 0.01% +254 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,623 shares; 2025Q3: 2,818 shares; 2025Q4: 3,023 shares; 2026Q1: 2,756 shares; 2026Q2: 2,808 shares 2,808 $303K 0.01% +52 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,763 shares; 2025Q3: 1,801 shares; 2025Q4: 2,168 shares; 2026Q1: 2,603 shares; 2026Q2: 2,599 shares 2,599 $303K 0.01% -4 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,655 shares; 2025Q1: 4,461 shares; 2025Q2: 4,381 shares; 2025Q3: 4,214 shares; 2025Q4: 5,397 shares; 2026Q1: 5,344 shares; 2026Q2: 5,288 shares 5,288 $303K 0.01% -56 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,895 shares; 2025Q1: 7,270 shares; 2025Q2: 11,193 shares; 2025Q3: 12,146 shares; 2025Q4: 18,659 shares; 2026Q1: 18,626 shares; 2026Q2: 18,979 shares 18,979 $301K 0.01% +353 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 1,308 shares; 2025Q3: 1,278 shares; 2025Q4: 1,381 shares; 2026Q1: 1,468 shares; 2026Q2: 2,140 shares 2,140 $301K 0.01% +672 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,311 shares; 2025Q4: 4,357 shares; 2026Q1: 3,878 shares; 2026Q2: 3,810 shares 3,810 $301K 0.01% -68 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,342 shares; 2025Q1: 13,971 shares; 2025Q2: 2,630 shares; 2025Q3: 12,311 shares; 2025Q4: 14,725 shares; 2026Q1: 15,423 shares; 2026Q2: 17,824 shares 17,824 $300K 0.01% +2,401 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 1,813 shares; 2025Q3: 2,995 shares; 2025Q4: 4,425 shares; 2026Q1: 4,210 shares; 2026Q2: 3,884 shares 3,884 $297K 0.01% -326 Timeline VEU 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; 2024Q3: restricted; 2024Q4: 29,190 shares; 2025Q1: 18,856 shares; 2025Q2: 3,761 shares; 2025Q3: 4,007 shares; 2025Q4: 4,010 shares; 2026Q1: 3,534 shares; 2026Q2: 3,538 shares 3,538 $296K 0.01% +4 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 828 shares; 2025Q4: 808 shares; 2026Q1: 868 shares; 2026Q2: 832 shares 832 $295K 0.01% -36 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 1,600 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,115 shares 1,115 $295K 0.01% -375 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,949 shares; 2025Q2: 6,698 shares; 2025Q3: 8,563 shares; 2025Q4: 10,440 shares; 2026Q1: 21,514 shares; 2026Q2: 21,173 shares 21,173 $294K 0.01% -341 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,589 shares; 2025Q2: 3,397 shares; 2025Q3: 3,693 shares; 2025Q4: 4,710 shares; 2026Q1: 4,772 shares; 2026Q2: 4,789 shares 4,789 $293K 0.01% +17 Timeline RSPT 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; 2024Q3: restricted; 2024Q4: 1,128 shares; 2025Q1: 171 shares; 2025Q2: 177 shares; 2025Q3: 8,477 shares; 2025Q4: 1,533 shares; 2026Q1: 16,539 shares; 2026Q2: 4,525 shares 4,525 $292K 0.01% -12,014 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; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 4,391 shares; 2025Q2: 4,323 shares; 2025Q3: 4,227 shares; 2025Q4: 4,403 shares; 2026Q1: 4,082 shares; 2026Q2: 4,119 shares 4,119 $290K 0.01% +37 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 121 shares; 2025Q3: 366 shares; 2025Q4: 272 shares; 2026Q1: 892 shares; 2026Q2: 1,349 shares 1,349 $290K 0.01% +457 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,229 shares; 2025Q2: 9,264 shares; 2025Q3: 9,344 shares; 2025Q4: 9,937 shares; 2026Q1: 4,588 shares; 2026Q2: 5,725 shares 5,725 $289K 0.01% +1,137 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,071 shares; 2025Q2: 4,133 shares; 2025Q3: 4,258 shares; 2025Q4: 4,193 shares; 2026Q1: 4,445 shares; 2026Q2: 4,213 shares 4,213 $288K 0.01% -232 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 1,273 shares; 2025Q3: 2,115 shares; 2025Q4: 2,555 shares; 2026Q1: 9,960 shares; 2026Q2: 1,757 shares 1,757 $287K 0.01% -8,203 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; 2024Q3: restricted; 2024Q4: 2,979 shares; 2025Q1: 1,840 shares; 2025Q2: 4,044 shares; 2025Q3: 1,732 shares; 2025Q4: 1,721 shares; 2026Q1: 1,558 shares; 2026Q2: 1,256 shares 1,256 $287K 0.01% -302 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,049 shares; 2026Q2: 44,168 shares 44,168 $287K 0.01% +8,119 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 5,484 shares; 2025Q3: 5,177 shares; 2025Q4: 8,872 shares; 2026Q1: 10,470 shares; 2026Q2: 10,506 shares 10,506 $287K 0.01% +36 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,453 shares; 2025Q3: 1,918 shares; 2025Q4: 2,383 shares; 2026Q1: 1,467 shares; 2026Q2: 3,222 shares 3,222 $286K 0.01% +1,755 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,723 shares; 2025Q3: 2,326 shares; 2025Q4: 2,574 shares; 2026Q1: 2,108 shares; 2026Q2: 2,117 shares 2,117 $286K 0.01% +9 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,224 shares; 2025Q1: 13,082 shares; 2025Q2: 11,384 shares; 2025Q3: 11,783 shares; 2025Q4: 13,644 shares; 2026Q1: 13,664 shares; 2026Q2: 10,123 shares 10,123 $285K 0.01% -3,541 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,709 shares; 2025Q3: 2,859 shares; 2025Q4: 3,889 shares; 2026Q1: 4,096 shares; 2026Q2: 6,151 shares 6,151 $285K 0.01% +2,055 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 3,714 shares; 2025Q2: 3,478 shares; 2025Q3: 4,577 shares; 2025Q4: 2,909 shares; 2026Q1: 1,991 shares; 2026Q2: 2,409 shares 2,409 $284K 0.01% +418 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,098 shares; 2025Q3: 1,193 shares; 2025Q4: 1,186 shares; 2026Q1: 1,351 shares; 2026Q2: 1,958 shares 1,958 $284K 0.01% +607 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 450 shares; 2025Q3: 1,071 shares; 2025Q4: 1,198 shares; 2026Q1: 785 shares; 2026Q2: 2,526 shares 2,526 $284K 0.01% +1,741 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,456 shares; 2025Q2: 4,830 shares; 2025Q3: 4,771 shares; 2025Q4: 5,110 shares; 2026Q1: 5,742 shares; 2026Q2: 5,327 shares 5,327 $283K 0.01% -415 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,891 shares; 2026Q2: 10,605 shares 10,605 $283K 0.01% +8,714 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $282K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,367 shares; 2025Q3: 2,529 shares; 2025Q4: 3,063 shares; 2026Q1: 3,032 shares; 2026Q2: 3,070 shares 3,070 $282K 0.01% +38 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 447 shares; 2025Q2: 492 shares; 2025Q3: 506 shares; 2025Q4: 537 shares; 2026Q1: 508 shares; 2026Q2: 500 shares 500 $280K 0.01% -8 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 3,308 shares; 2025Q3: 3,310 shares; 2025Q4: 3,463 shares; 2026Q1: 3,065 shares; 2026Q2: 3,539 shares 3,539 $279K 0.01% +474 Timeline QCLN 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; 2024Q3: restricted; 2024Q4: 278,192 shares; 2025Q1: 52,437 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,904 shares; 2026Q1: 4,863 shares; 2026Q2: 4,544 shares 4,544 $279K 0.01% -319 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,710 shares; 2025Q2: 5,875 shares; 2025Q3: 1,241 shares; 2025Q4: 5,226 shares; 2026Q1: 7,273 shares; 2026Q2: 9,191 shares 9,191 $278K 0.01% +1,918 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 2,187 shares; 2025Q3: 2,688 shares; 2025Q4: 3,243 shares; 2026Q1: 2,760 shares; 2026Q2: 2,956 shares 2,956 $278K 0.01% +196 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,290 shares; 2025Q3: 1,212 shares; 2025Q4: 1,178 shares; 2026Q1: 1,106 shares; 2026Q2: 1,087 shares 1,087 $278K 0.01% -19 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 16,442 shares; 2025Q2: 16,836 shares; 2025Q3: 15,758 shares; 2025Q4: 14,107 shares; 2026Q1: 15,351 shares; 2026Q2: 15,199 shares 15,199 $275K 0.01% -152 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 8,889 shares; 2025Q3: 9,193 shares; 2025Q4: 11,113 shares; 2026Q1: 11,407 shares; 2026Q2: 11,593 shares 11,593 $275K 0.01% +186 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 666 shares; 2025Q3: 786 shares; 2025Q4: 1,069 shares; 2026Q1: 1,008 shares; 2026Q2: 1,025 shares 1,025 $275K 0.01% +17 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,695 shares; 2025Q3: 1,809 shares; 2025Q4: 2,281 shares; 2026Q1: 3,088 shares; 2026Q2: 3,436 shares 3,436 $274K 0.01% +348 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 372 shares; 2025Q3: 421 shares; 2025Q4: 485 shares; 2026Q1: 728 shares; 2026Q2: 1,076 shares 1,076 $274K 0.01% +348 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 6,782 shares; 2025Q3: 6,582 shares; 2025Q4: 5,942 shares; 2026Q1: 8,814 shares; 2026Q2: 10,951 shares 10,951 $272K 0.01% +2,137 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,840 shares; 2025Q2: 4,114 shares; 2025Q3: 12,883 shares; 2025Q4: 13,854 shares; 2026Q1: 18,717 shares; 2026Q2: 18,658 shares 18,658 $271K 0.01% -59 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 1,389 shares; 2025Q3: 1,371 shares; 2025Q4: 1,489 shares; 2026Q1: 1,505 shares; 2026Q2: 1,549 shares 1,549 $269K 0.01% +44 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 3,410 shares; 2025Q3: 1,822 shares; 2025Q4: 3,152 shares; 2026Q1: 3,959 shares; 2026Q2: 4,280 shares 4,280 $267K 0.01% +321 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 861 shares; 2025Q3: 1,076 shares; 2025Q4: 1,373 shares; 2026Q1: 1,371 shares; 2026Q2: 1,402 shares 1,402 $264K 0.01% +31 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 3,512 shares; 2025Q4: 2,483 shares; 2026Q1: 2,238 shares; 2026Q2: 2,138 shares 2,138 $260K 0.01% -100 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 568 shares; 2025Q3: 581 shares; 2025Q4: 580 shares; 2026Q1: 608 shares; 2026Q2: 623 shares 623 $259K 0.01% +15 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,527 shares; 2025Q2: 2,467 shares; 2025Q3: 2,530 shares; 2025Q4: 2,982 shares; 2026Q1: 3,113 shares; 2026Q2: 3,380 shares 3,380 $258K 0.01% +267 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,510 shares; 2025Q2: 1,160 shares; 2025Q3: 1,514 shares; 2025Q4: 2,084 shares; 2026Q1: 1,174 shares; 2026Q2: 2,999 shares 2,999 $258K 0.01% +1,825 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 204 shares; 2025Q3: 1,127 shares; 2025Q4: 1,155 shares; 2026Q1: 1,157 shares; 2026Q2: 1,175 shares 1,175 $258K 0.01% +18 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,966 shares; 2025Q2: 3,065 shares; 2025Q3: 3,615 shares; 2025Q4: 4,195 shares; 2026Q1: 3,863 shares; 2026Q2: 3,127 shares 3,127 $256K 0.01% -736 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,890 shares; 2025Q3: 2,928 shares; 2025Q4: 3,361 shares; 2026Q1: 3,369 shares; 2026Q2: 3,513 shares 3,513 $254K 0.01% +144 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; 2024Q3: restricted; 2024Q4: 1,471 shares; 2025Q1: 1,474 shares; 2025Q2: 1,589 shares; 2025Q3: 1,633 shares; 2025Q4: 1,618 shares; 2026Q1: 1,145 shares; 2026Q2: 1,854 shares 1,854 $254K 0.01% +709 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 1,257 shares; 2025Q3: 663 shares; 2025Q4: 2,150 shares; 2026Q1: 2,733 shares; 2026Q2: 3,198 shares 3,198 $253K 0.01% +465 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 444 shares; 2025Q3: 5,814 shares; 2025Q4: 2,502 shares; 2026Q1: 2,038 shares; 2026Q2: 11,363 shares 11,363 $253K 0.01% +9,325 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 1,060 shares; 2025Q3: 1,070 shares; 2025Q4: 1,179 shares; 2026Q1: 866 shares; 2026Q2: 874 shares 874 $253K 0.01% +8 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,526 shares; 2025Q3: 2,506 shares; 2025Q4: 2,936 shares; 2026Q1: 3,296 shares; 2026Q2: 3,796 shares 3,796 $252K 0.01% +500 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 962 shares; 2025Q3: 1,001 shares; 2025Q4: 1,177 shares; 2026Q1: 1,180 shares; 2026Q2: 1,191 shares 1,191 $251K 0.01% +11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,994 shares; 2025Q1: 1,911 shares; 2025Q2: 3,812 shares; 2025Q3: 916 shares; 2025Q4: 2,003 shares; 2026Q1: 2,034 shares; 2026Q2: 1,918 shares 1,918 $251K 0.01% -116 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,272 shares; 2025Q2: 2,212 shares; 2025Q3: 6,125 shares; 2025Q4: 6,636 shares; 2026Q1: 6,652 shares; 2026Q2: 5,654 shares 5,654 $251K 0.01% -998 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 756 shares; 2025Q3: 939 shares; 2025Q4: 1,129 shares; 2026Q1: 1,132 shares; 2026Q2: 1,682 shares 1,682 $250K 0.01% +550 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 175 shares; 2025Q3: 179 shares; 2025Q4: 197 shares; 2026Q1: 165 shares; 2026Q2: 196 shares 196 $250K 0.01% +31 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares; 2026Q1: 9,624 shares; 2026Q2: 9,624 shares 9,624 $247K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 290 shares; 2025Q3: 347 shares; 2025Q4: 389 shares; 2026Q1: 707 shares; 2026Q2: 658 shares 658 $247K 0.01% -49 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 350 shares; 2025Q3: 305 shares; 2025Q4: 423 shares; 2026Q1: 375 shares; 2026Q2: 840 shares 840 $246K 0.01% +465 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,396 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,550 shares; 2026Q1: 4,115 shares; 2026Q2: 4,154 shares 4,154 $245K 0.01% +39 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,612 shares; 2025Q1: 3,893 shares; 2025Q2: 4,858 shares; 2025Q3: 4,324 shares; 2025Q4: 4,816 shares; 2026Q1: 5,013 shares; 2026Q2: 3,791 shares 3,791 $243K 0.01% -1,222 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,860 shares; 2025Q3: 1,839 shares; 2025Q4: 1,954 shares; 2026Q1: 2,021 shares; 2026Q2: 2,128 shares 2,128 $241K 0.01% +107 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,299 shares; 2025Q3: 1,321 shares; 2025Q4: 1,411 shares; 2026Q1: 1,454 shares; 2026Q2: 1,471 shares 1,471 $240K 0.01% +17 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 280 shares; 2025Q2: 302 shares; 2025Q3: 381 shares; 2025Q4: 374 shares; 2026Q1: 386 shares; 2026Q2: 385 shares 385 $240K 0.01% -1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,054 shares; 2026Q1: 3,210 shares; 2026Q2: 3,242 shares 3,242 $238K 0.01% +32 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,870 shares 2,870 $238K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 3,722 shares; 2025Q4: 3,064 shares; 2026Q1: 2,782 shares; 2026Q2: 2,615 shares 2,615 $237K 0.01% -167 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 294 shares; 2026Q1: 267 shares; 2026Q2: 286 shares 286 $237K 0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 505 shares; 2025Q3: 690 shares; 2025Q4: 779 shares; 2026Q1: 1,718 shares; 2026Q2: 1,623 shares 1,623 $237K 0.01% -95 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,337 shares; 2026Q1: 2,344 shares; 2026Q2: 2,199 shares 2,199 $236K 0.01% -145 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 6,820 shares; 2025Q3: 7,638 shares; 2025Q4: 3,810 shares; 2026Q1: 10,370 shares; 2026Q2: 11,003 shares 11,003 $235K 0.01% +633 Timeline PSCI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,259 shares; 2026Q1: 1,260 shares; 2026Q2: 1,261 shares 1,261 $235K 0.01% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,398 shares; 2025Q1: 59,738 shares; 2025Q2: 46,097 shares; 2025Q3: 59,172 shares; 2025Q4: 90,739 shares; 2026Q1: 2,186 shares; 2026Q2: 4,779 shares 4,779 $234K 0.01% +2,593 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; 2024Q3: restricted; 2024Q4: 7,352 shares; 2025Q1: 8,037 shares; 2025Q2: 8,734 shares; 2025Q3: 7,801 shares; 2025Q4: 8,586 shares; 2026Q1: 6,161 shares; 2026Q2: 6,878 shares 6,878 $234K 0.01% +717 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 827 shares; 2025Q3: 958 shares; 2025Q4: 1,005 shares; 2026Q1: 836 shares; 2026Q2: 2,616 shares 2,616 $234K 0.01% +1,780 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,902 shares; 2025Q2: 2,660 shares; 2025Q3: 7,115 shares; 2025Q4: 8,991 shares; 2026Q1: 3,407 shares; 2026Q2: 3,107 shares 3,107 $233K 0.01% -300 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,210 shares; 2026Q1: 1,219 shares; 2026Q2: 1,308 shares 1,308 $232K 0.01% +89 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,243 shares; 2025Q2: 4,908 shares; 2025Q3: 4,839 shares; 2025Q4: 5,462 shares; 2026Q1: 5,489 shares; 2026Q2: 5,475 shares 5,475 $232K 0.01% -14 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 505 shares; 2025Q3: 496 shares; 2025Q4: 737 shares; 2026Q1: 546 shares; 2026Q2: 965 shares 965 $231K 0.01% +419 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,134 shares; 2025Q4: 6,531 shares; 2026Q1: 8,315 shares; 2026Q2: 8,466 shares 8,466 $231K 0.01% +151 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 1,162 shares; 2025Q4: 1,058 shares; 2026Q1: 890 shares; 2026Q2: 2,156 shares 2,156 $231K 0.01% +1,266 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,153 shares; 2026Q1: 8,153 shares; 2026Q2: 7,072 shares 7,072 $230K 0.01% -1,081 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,219 shares; 2025Q2: 4,172 shares; 2025Q3: 4,610 shares; 2025Q4: 4,716 shares; 2026Q1: 4,574 shares; 2026Q2: 4,388 shares 4,388 $229K 0.01% -186 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 6,072 shares; 2025Q3: 1,237 shares; 2025Q4: 4,836 shares; 2026Q1: 6,631 shares; 2026Q2: 9,568 shares 9,568 $229K 0.01% +2,937 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,939 shares; 2025Q1: 3,896 shares; 2025Q2: 4,747 shares; 2025Q3: 4,919 shares; 2025Q4: 4,803 shares; 2026Q1: 2,901 shares; 2026Q2: 5,987 shares 5,987 $228K 0.01% +3,086 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,787 shares; 2025Q2: 2,661 shares; 2025Q3: 2,581 shares; 2025Q4: 2,539 shares; 2026Q1: 2,475 shares; 2026Q2: 2,420 shares 2,420 $226K 0.01% -55 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,443 shares; 2025Q3: 1,329 shares; 2025Q4: 1,203 shares; 2026Q1: 874 shares; 2026Q2: 946 shares 946 $226K 0.01% +72 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 2,584 shares; 2025Q3: 2,883 shares; 2025Q4: 3,635 shares; 2026Q1: 1,085 shares; 2026Q2: 3,102 shares 3,102 $225K 0.01% +2,017 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 239 shares; 2026Q2: 3,409 shares 3,409 $224K 0.01% +3,170 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,542 shares; 2025Q1: 8,357 shares; 2025Q2: 5,552 shares; 2025Q3: 5,667 shares; 2025Q4: 5,752 shares; 2026Q1: 4,367 shares; 2026Q2: 4,430 shares 4,430 $223K 0.01% +63 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,882 shares; 2025Q1: 36,530 shares; 2025Q2: 6,129 shares; 2025Q3: 5,375 shares; 2025Q4: 5,410 shares; 2026Q1: 5,113 shares; 2026Q2: 3,545 shares 3,545 $221K 0.01% -1,568 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,502 shares; 2025Q2: 11,484 shares; 2025Q3: 12,080 shares; 2025Q4: 14,158 shares; 2026Q1: 14,224 shares; 2026Q2: 14,965 shares 14,965 $219K 0.01% +741 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,080 shares; 2025Q2: 27,080 shares; 2025Q3: 26,080 shares; 2025Q4: 26,080 shares; 2026Q1: 25,080 shares; 2026Q2: 25,080 shares 25,080 $217K 0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170,078 shares; 2025Q1: 14,923 shares; 2025Q2: 14,130 shares; 2025Q3: 13,170 shares; 2025Q4: 13,052 shares; 2026Q1: 12,166 shares; 2026Q2: 7,341 shares 7,341 $217K 0.01% -4,825 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,480 shares; 2025Q4: 7,904 shares; 2026Q1: 7,269 shares; 2026Q2: 5,284 shares 5,284 $215K 0.01% -1,985 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,478 shares; 2025Q2: 10,039 shares; 2025Q3: 5,279 shares; 2025Q4: 20,191 shares; 2026Q1: 1,938 shares; 2026Q2: 4,901 shares 4,901 $212K 0.01% +2,963 IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 419 shares; 2025Q2: 447 shares; 2025Q3: 594 shares; 2025Q4: 879 shares; 2026Q1: 885 shares; 2026Q2: 915 shares 915 $208K 0.01% +30 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; 2024Q3: restricted; 2024Q4: 1,939 shares; 2025Q1: 945 shares; 2025Q2: 1,146 shares; 2025Q3: 701 shares; 2025Q4: 885 shares; 2026Q1: 925 shares; 2026Q2: 955 shares 955 $207K 0.01% +30 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: 2,247 shares; 2026Q1: 2,064 shares; 2026Q2: 2,096 shares 2,096 $206K 0.01% +32 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 546 shares; 2026Q1: 379 shares; 2026Q2: 1,015 shares 1,015 $204K 0.01% +636 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 578 shares; 2025Q4: 776 shares; 2026Q1: 494 shares; 2026Q2: 696 shares 696 $203K 0.01% +202 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 282 shares; 2025Q3: 395 shares; 2025Q4: 540 shares; 2026Q1: 1,292 shares; 2026Q2: 2,316 shares 2,316 $201K 0.01% +1,024 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 177 shares; 2025Q3: 512 shares; 2025Q4: 652 shares; 2026Q1: 559 shares; 2026Q2: 564 shares 564 $201K 0.01% +5 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 3,085 shares; 2025Q3: 3,274 shares; 2025Q4: 3,409 shares; 2026Q1: 2,780 shares; 2026Q2: 2,939 shares 2,939 $200K 0.01% +159 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,628 shares 8,628 $200K 0.01% new 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; 2024Q3: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,473 shares; 2025Q2: 1,671 shares; 2025Q3: 1,731 shares; 2025Q4: 1,969 shares; 2026Q1: 843 shares; 2026Q2: 1,315 shares 1,315 $199K 0.01% +472 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: 2,251 shares; 2025Q3: 1,626 shares; 2025Q4: 1,717 shares; 2026Q1: 1,891 shares; 2026Q2: 2,077 shares 2,077 $199K 0.01% +186 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 1,215 shares; 2025Q3: 1,308 shares; 2025Q4: 1,665 shares; 2026Q1: 1,562 shares; 2026Q2: 1,614 shares 1,614 $199K 0.01% +52 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,396 shares; 2025Q4: 1,760 shares; 2026Q1: 1,821 shares; 2026Q2: 1,864 shares 1,864 $199K 0.01% +43 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,184 shares; 2025Q3: 8,267 shares; 2025Q4: 8,237 shares; 2026Q1: 8,564 shares; 2026Q2: 3,109 shares 3,109 $197K 0.01% -5,455 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,483 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,867 shares 1,867 $196K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $195K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 459 shares; 2025Q2: 630 shares; 2025Q3: 885 shares; 2025Q4: 755 shares; 2026Q1: 754 shares; 2026Q2: 816 shares 816 $195K 0.01% +62 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 363 shares; 2026Q2: 1,720 shares 1,720 $191K 0.01% +1,357 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 344 shares; 2026Q1: 200 shares; 2026Q2: 339 shares 339 $190K 0.01% +139 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,590 shares; 2026Q1: 701 shares; 2026Q2: 4,031 shares 4,031 $190K 0.01% +3,330 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,892 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 12,113 shares; 2026Q1: 12,152 shares; 2026Q2: 6,424 shares 6,424 $189K 0.01% -5,728 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 1,844 shares 1,844 $188K 0.01% -315 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 973 shares; 2025Q3: 1,112 shares; 2025Q4: 1,259 shares; 2026Q1: 546 shares; 2026Q2: 992 shares 992 $187K 0.01% +446 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,861 shares; 2025Q2: 4,786 shares; 2025Q3: 4,870 shares; 2025Q4: 5,305 shares; 2026Q1: 4,810 shares; 2026Q2: 6,669 shares 6,669 $187K 0.01% +1,859 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,964 shares; 2025Q2: 2,868 shares; 2025Q3: 3,676 shares; 2025Q4: 1,724 shares; 2026Q1: 1,866 shares; 2026Q2: 1,948 shares 1,948 $186K 0.01% +82 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; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 392 shares; 2025Q2: 424 shares; 2025Q3: 418 shares; 2025Q4: 435 shares; 2026Q1: 404 shares; 2026Q2: 413 shares 413 $186K 0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,108 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 3,413 shares; 2026Q1: 4,005 shares; 2026Q2: 3,556 shares 3,556 $185K 0.01% -449 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 430 shares; 2025Q4: 1,444 shares; 2026Q1: 1,943 shares; 2026Q2: 7,174 shares 7,174 $182K 0.01% +5,231 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 242 shares; 2025Q3: 350 shares; 2025Q4: 400 shares; 2026Q1: 404 shares; 2026Q2: 447 shares 447 $180K 0.01% +43 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 1,115 shares; 2025Q4: 964 shares; 2026Q1: 917 shares; 2026Q2: 724 shares 724 $180K 0.01% -193 Timeline FLCA 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,605 shares; 2026Q1: 3,603 shares; 2026Q2: 3,496 shares 3,496 $180K 0.01% -107 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 2,008 shares; 2025Q3: 1,570 shares; 2025Q4: 1,722 shares; 2026Q1: 1,575 shares; 2026Q2: 1,562 shares 1,562 $179K 0.01% -13 Timeline FXR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,811 shares; 2025Q2: 4,461 shares; 2025Q3: 6,302 shares; 2025Q4: 861 shares; 2026Q1: 13,949 shares; 2026Q2: 1,957 shares 1,957 $178K 0.01% -11,992 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,955 shares; 2025Q1: 7,809 shares; 2025Q2: 801,463 shares; 2025Q3: 15,801 shares; 2025Q4: 5,500 shares; 2026Q1: 1,924 shares; 2026Q2: 1,926 shares 1,926 $176K 0.01% +2 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: 1,445 shares; 2025Q3: 1,568 shares; 2025Q4: 612 shares; 2026Q1: 1,942 shares; 2026Q2: 3,330 shares 3,330 $176K 0.01% +1,388 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,758 shares; 2025Q1: 12,914 shares; 2025Q2: 3,346 shares; 2025Q3: 2,907 shares; 2025Q4: 2,943 shares; 2026Q1: 1,375 shares; 2026Q2: 1,908 shares 1,908 $173K <0.01% +533 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,023 shares; 2025Q2: 3,314 shares; 2025Q3: 165 shares; 2025Q4: 2,086 shares; 2026Q1: 3,154 shares; 2026Q2: 3,224 shares 3,224 $170K <0.01% +70 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 219 shares; 2025Q3: 236 shares; 2025Q4: 297 shares; 2026Q1: 306 shares; 2026Q2: 325 shares 325 $170K <0.01% +19 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 829 shares; 2025Q3: 871 shares; 2025Q4: 1,178 shares; 2026Q1: 1,111 shares; 2026Q2: 1,336 shares 1,336 $168K <0.01% +225 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares; 2026Q2: 541 shares 541 $168K <0.01% +286 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 9,185 shares; 2025Q4: 8,281 shares; 2026Q1: 8,356 shares; 2026Q2: 8,430 shares 8,430 $168K <0.01% +74 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 382 shares; 2025Q3: 1,299 shares; 2025Q4: 1,077 shares; 2026Q1: 660 shares; 2026Q2: 564 shares 564 $167K <0.01% -96 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,339 shares; 2025Q3: 512 shares; 2025Q4: 2,548 shares; 2026Q1: 2,518 shares; 2026Q2: 2,466 shares 2,466 $165K <0.01% -52 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,041 shares; 2025Q3: 1,135 shares; 2025Q4: 1,485 shares; 2026Q1: 879 shares; 2026Q2: 1,443 shares 1,443 $165K <0.01% +564 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 24 shares 24 $164K <0.01% +19 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 3,379 shares; 2025Q3: 3,482 shares; 2025Q4: 4,403 shares; 2026Q1: 4,494 shares; 2026Q2: 4,920 shares 4,920 $164K <0.01% +426 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 3,546 shares; 2025Q4: 2,357 shares; 2026Q1: 2,211 shares; 2026Q2: 1,366 shares 1,366 $163K <0.01% -845 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 3,028 shares; 2025Q4: 2,746 shares; 2026Q1: 2,624 shares; 2026Q2: 2,672 shares 2,672 $161K <0.01% +48 UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: 3,073 shares; 2025Q3: 1,993 shares; 2025Q4: 3,873 shares; 2026Q1: 2,715 shares; 2026Q2: 3,978 shares 3,978 $159K <0.01% +1,263 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,676 shares; 2025Q3: 1,541 shares; 2025Q4: 4,455 shares; 2026Q1: 3,288 shares; 2026Q2: 2,997 shares 2,997 $159K <0.01% -291 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 8,216 shares; 2025Q3: 8,075 shares; 2025Q4: 7,940 shares; 2026Q1: 7,896 shares; 2026Q2: 7,694 shares 7,694 $159K <0.01% -202 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,906 shares; 2025Q4: 5,725 shares; 2026Q1: 4,527 shares; 2026Q2: 4,312 shares 4,312 $159K <0.01% -215 Timeline RSPH 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 534 shares; 2025Q3: 5,828 shares; 2025Q4: 4,832 shares; 2026Q1: 30,049 shares; 2026Q2: 4,760 shares 4,760 $158K <0.01% -25,289 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 5,417 shares; 2025Q2: 6,243 shares; 2025Q3: 1,197 shares; 2025Q4: 937 shares; 2026Q1: 637 shares; 2026Q2: 420 shares 420 $157K <0.01% -217 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,283 shares; 2025Q4: 6,267 shares; 2026Q1: 5,050 shares; 2026Q2: 4,920 shares 4,920 $157K <0.01% -130 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $156K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 760,497 shares; 2025Q1: 787,564 shares; 2025Q2: 40,974 shares; 2025Q3: 33,807 shares; 2025Q4: 28,485 shares; 2026Q1: 15,859 shares; 2026Q2: 6,521 shares 6,521 $153K <0.01% -9,338 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,344 shares; 2025Q2: 7,431 shares; 2025Q3: 7,430 shares; 2025Q4: 7,304 shares; 2026Q1: 8,947 shares; 2026Q2: 5,741 shares 5,741 $152K <0.01% -3,206 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 1,632 shares; 2026Q1: 1,615 shares; 2026Q2: 1,701 shares 1,701 $151K <0.01% +86 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,607 shares; 2025Q2: 1,067 shares; 2025Q3: 5,454 shares; 2025Q4: 5,206 shares; 2026Q1: 3,026 shares; 2026Q2: 4,338 shares 4,338 $151K <0.01% +1,312 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 238 shares; 2025Q3: 1,208 shares; 2025Q4: 1,286 shares; 2026Q1: 532 shares; 2026Q2: 662 shares 662 $151K <0.01% +130 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,717 shares; 2025Q2: 2,839 shares; 2025Q3: 3,176 shares; 2025Q4: 3,336 shares; 2026Q1: 1,199 shares; 2026Q2: 1,074 shares 1,074 $150K <0.01% -125 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,624 shares; 2025Q4: 3,183 shares; 2026Q1: 3,160 shares; 2026Q2: 1,393 shares 1,393 $150K <0.01% -1,767 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 745 shares; 2026Q2: 746 shares 746 $148K <0.01% +1 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,303 shares; 2025Q3: 1,727 shares; 2025Q4: 1,965 shares; 2026Q1: 1,260 shares; 2026Q2: 1,219 shares 1,219 $148K <0.01% -41 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,335 shares; 2025Q2: 3,242 shares; 2025Q3: 2,336 shares; 2025Q4: 4,220 shares; 2026Q1: 396 shares; 2026Q2: 2,891 shares 2,891 $146K <0.01% +2,495 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $146K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 6,903 shares 6,903 $145K <0.01% +6,173 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 583 shares; 2025Q3: 752 shares; 2025Q4: 903 shares; 2026Q1: 640 shares; 2026Q2: 701 shares 701 $145K <0.01% +61 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 2,020 shares; 2025Q4: 1,980 shares; 2026Q1: 1,949 shares; 2026Q2: 1,684 shares 1,684 $144K <0.01% -265 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 325 shares; 2025Q3: 511 shares; 2025Q4: 555 shares; 2026Q1: 5,656 shares; 2026Q2: 719 shares 719 $144K <0.01% -4,937 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 473 shares; 2025Q3: 1,771 shares; 2025Q4: 455 shares; 2026Q1: 245 shares; 2026Q2: 369 shares 369 $144K <0.01% +124 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 881 shares; 2025Q3: 1,048 shares; 2025Q4: 1,116 shares; 2026Q1: 447 shares; 2026Q2: 1,030 shares 1,030 $143K <0.01% +583 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 493 shares; 2025Q3: 237 shares; 2025Q4: 827 shares; 2026Q1: 354 shares; 2026Q2: 1,481 shares 1,481 $143K <0.01% +1,127 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $143K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 516 shares; 2025Q4: 557 shares; 2026Q1: 558 shares; 2026Q2: 406 shares 406 $139K <0.01% -152 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 1,037 shares; 2025Q3: 1,746 shares; 2025Q4: 1,707 shares; 2026Q1: 1,956 shares; 2026Q2: 1,972 shares 1,972 $136K <0.01% +16 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,926 shares; 2025Q3: 1,728 shares; 2025Q4: 2,681 shares; 2026Q1: 2,388 shares; 2026Q2: 2,502 shares 2,502 $136K <0.01% +114 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 759 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 4,691 shares 4,691 $134K <0.01% +3,935 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 628 shares; 2025Q3: 2,617 shares; 2025Q4: 3,206 shares; 2026Q1: 2,759 shares; 2026Q2: 1,869 shares 1,869 $134K <0.01% -890 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 3,366 shares; 2025Q4: 2,828 shares; 2026Q1: 1,874 shares; 2026Q2: 1,512 shares 1,512 $133K <0.01% -362 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 8,686 shares; 2026Q1: 2,929 shares; 2026Q2: 2,768 shares 2,768 $132K <0.01% -161 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,539 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,296 shares; 2025Q4: 4,812 shares; 2026Q1: 4,203 shares; 2026Q2: 844 shares 844 $132K <0.01% -3,359 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,167 shares; 2026Q1: 892 shares; 2026Q2: 911 shares 911 $131K <0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares; 2026Q1: 2,586 shares; 2026Q2: 2,575 shares 2,575 $130K <0.01% -11 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,193 shares; 2026Q1: 11,193 shares; 2026Q2: 11,193 shares 11,193 $130K <0.01% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,544 shares 2,544 $129K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 180 shares; 2026Q1: 206 shares; 2026Q2: 292 shares 292 $128K <0.01% +86 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,681 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 8,245 shares; 2026Q1: 7,708 shares; 2026Q2: 6,712 shares 6,712 $128K <0.01% -996 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465,582 shares; 2025Q1: 528,487 shares; 2025Q2: 7,261 shares; 2025Q3: 4,083 shares; 2025Q4: 4,537 shares; 2026Q1: 4,624 shares; 2026Q2: 1,429 shares 1,429 $123K <0.01% -3,195 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,209 shares; 2025Q4: 7,698 shares; 2026Q1: 5,001 shares; 2026Q2: 3,056 shares 3,056 $123K <0.01% -1,945 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 877 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $122K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428 shares; 2026Q2: 17,850 shares 17,850 $122K <0.01% +17,422 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 184 shares; 2025Q3: 866 shares; 2025Q4: 868 shares; 2026Q1: 1,099 shares; 2026Q2: 1,101 shares 1,101 $121K <0.01% +2 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,374 shares; 2025Q1: 1,250 shares; 2025Q2: 1,409 shares; 2025Q3: 1,477 shares; 2025Q4: 1,661 shares; 2026Q1: 1,850 shares; 2026Q2: 623 shares 623 $121K <0.01% -1,227 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 1,910 shares; 2025Q3: 197 shares; 2025Q4: 202 shares; 2026Q1: 179 shares; 2026Q2: 187 shares 187 $120K <0.01% +8 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 822 shares; 2026Q1: 970 shares; 2026Q2: 1,943 shares 1,943 $119K <0.01% +973 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 2,623 shares; 2025Q4: 16,241 shares; 2026Q1: 15,223 shares; 2026Q2: 10,327 shares 10,327 $119K <0.01% -4,896 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 4,560 shares; 2025Q3: 7,710 shares; 2025Q4: 8,923 shares; 2026Q1: 3,963 shares; 2026Q2: 3,863 shares 3,863 $117K <0.01% -100 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,525 shares; 2025Q4: 6,500 shares; 2026Q1: 7,237 shares; 2026Q2: 6,745 shares 6,745 $117K <0.01% -492 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 3,618 shares; 2026Q1: 3,231 shares; 2026Q2: 1,617 shares 1,617 $116K <0.01% -1,614 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 780 shares; 2025Q3: 740 shares; 2025Q4: 698 shares; 2026Q1: 508 shares; 2026Q2: 497 shares 497 $116K <0.01% -11 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,116 shares; 2025Q2: 5,174 shares; 2025Q3: 5,792 shares; 2025Q4: 5,494 shares; 2026Q1: 6,146 shares; 2026Q2: 6,606 shares 6,606 $115K <0.01% +460 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,117 shares; 2025Q4: 10,105 shares; 2026Q1: 8,073 shares; 2026Q2: 5,139 shares 5,139 $114K <0.01% -2,934 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,961 shares; 2025Q2: 41,961 shares; 2025Q3: 41,961 shares; 2025Q4: 41,961 shares; 2026Q1: 41,961 shares; 2026Q2: 41,961 shares 41,961 $114K <0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,010 shares; 2025Q1: 8,266 shares; 2025Q2: 7,373 shares; 2025Q3: 7,391 shares; 2025Q4: 9,876 shares; 2026Q1: 14,130 shares; 2026Q2: 2,694 shares 2,694 $114K <0.01% -11,436 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 5,041 shares; 2026Q1: 4,098 shares; 2026Q2: 3,825 shares 3,825 $113K <0.01% -273 Timeline JCPB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,313 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,341 shares; 2026Q1: 2,370 shares; 2026Q2: 2,398 shares 2,398 $113K <0.01% +28 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 1,919 shares; 2026Q1: 1,920 shares; 2026Q2: 1,569 shares 1,569 $113K <0.01% -351 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324 shares; 2026Q2: 1,393 shares 1,393 $112K <0.01% +1,069 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,592 shares; 2026Q1: 1,473 shares; 2026Q2: 1,481 shares 1,481 $112K <0.01% +8 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 406 shares; 2025Q3: 790 shares; 2025Q4: 7,981 shares; 2026Q1: 3,887 shares; 2026Q2: 3,740 shares 3,740 $110K <0.01% -147 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,486 shares 3,486 $110K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 2,011 shares; 2026Q1: 2,019 shares; 2026Q2: 3,218 shares 3,218 $110K <0.01% +1,199 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 1,068 shares; 2026Q2: 1,000 shares 1,000 $109K <0.01% -68 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,189 shares; 2026Q1: 1,319 shares; 2026Q2: 1,376 shares 1,376 $109K <0.01% +57 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,864 shares; 2026Q1: 2,056 shares; 2026Q2: 2,463 shares 2,463 $107K <0.01% +407 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 3,805 shares 3,805 $106K <0.01% +3,694 Timeline EWX 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,422 shares 1,422 $106K <0.01% +9 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,213 shares; 2025Q1: 277 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 324 shares; 2026Q1: 257 shares; 2026Q2: 256 shares 256 $105K <0.01% -1 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 32 shares; 2026Q2: 53 shares 53 $105K <0.01% +21 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 651 shares; 2025Q3: 1,143 shares; 2025Q4: 1,162 shares; 2026Q1: 1,230 shares; 2026Q2: 1,251 shares 1,251 $104K <0.01% +21 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; 2024Q3: restricted; 2024Q4: 3,765 shares; 2025Q1: 4,052 shares; 2025Q2: 2,154 shares; 2025Q3: 1,623 shares; 2025Q4: 1,186 shares; 2026Q1: 1,081 shares; 2026Q2: 1,017 shares 1,017 $102K <0.01% -64 Timeline RSP 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; 2024Q3: restricted; 2024Q4: 87,113 shares; 2025Q1: 86,883 shares; 2025Q2: 86,883 shares; 2025Q3: 87,389 shares; 2025Q4: 88,123 shares; 2026Q1: 88,434 shares; 2026Q2: 480 shares 480 $102K <0.01% -87,954 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,562 shares; 2025Q2: 2,216 shares; 2025Q3: 2,093 shares; 2025Q4: 1,638 shares; 2026Q1: 1,444 shares; 2026Q2: 1,129 shares 1,129 $102K <0.01% -315 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,206 shares; 2025Q3: 1,216 shares; 2025Q4: 1,186 shares; 2026Q1: 1,194 shares; 2026Q2: 1,820 shares 1,820 $102K <0.01% +626 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $100K <0.01% new Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 955 shares; 2025Q3: 263 shares; 2025Q4: 1,260 shares; 2026Q1: 1,508 shares; 2026Q2: 941 shares 941 $100K <0.01% -567 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 879 shares; 2026Q1: 737 shares; 2026Q2: 599 shares 599 $99K <0.01% -138 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 1,860 shares; 2025Q3: 299 shares; 2025Q4: 18,130 shares; 2026Q1: 1,316 shares; 2026Q2: 753 shares 753 $99K <0.01% -563 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,314 shares 2,314 $99K <0.01% new Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,348 shares; 2025Q4: 4,396 shares; 2026Q1: 4,440 shares; 2026Q2: 4,484 shares 4,484 $99K <0.01% +44 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,033 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $98K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 795 shares 795 $98K <0.01% +661 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 743 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 554 shares 554 $98K <0.01% -16 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 355 shares; 2025Q4: 357 shares; 2026Q1: 358 shares; 2026Q2: 355 shares 355 $97K <0.01% -3 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 1,458 shares; 2026Q2: 1,097 shares 1,097 $97K <0.01% -361 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,712 shares; 2026Q1: 1,916 shares; 2026Q2: 1,969 shares 1,969 $96K <0.01% +53 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 9,398 shares; 2026Q1: 2,917 shares; 2026Q2: 2,917 shares 2,917 $96K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,368 shares; 2025Q2: 5,288 shares; 2025Q3: 5,199 shares; 2025Q4: 4,597 shares; 2026Q1: 5,335 shares; 2026Q2: 4,485 shares 4,485 $95K <0.01% -850 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 1,517 shares 1,517 $95K <0.01% +1,359 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,858 shares; 2025Q1: 70 shares; 2025Q2: 707 shares; 2025Q3: 600 shares; 2025Q4: 1,506 shares; 2026Q1: 1,514 shares; 2026Q2: 854 shares 854 $94K <0.01% -660 Timeline RSPS 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; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 3,193 shares; 2025Q2: 1,001 shares; 2025Q3: 14,808 shares; 2025Q4: 3,915 shares; 2026Q1: 11,840 shares; 2026Q2: 3,124 shares 3,124 $94K <0.01% -8,716 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $93K <0.01% 0 Timeline RDVY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 817 shares; 2025Q4: 1,148 shares; 2026Q1: 1,150 shares; 2026Q2: 1,152 shares 1,152 $93K <0.01% +2 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 73,786 shares; 2026Q2: 622 shares 622 $92K <0.01% -73,164 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 772 shares; 2025Q3: 1,386 shares; 2025Q4: 1,409 shares; 2026Q1: 1,413 shares; 2026Q2: 1,417 shares 1,417 $92K <0.01% +4 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,209 shares 1,209 $91K <0.01% +60 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 577 shares; 2025Q3: 859 shares; 2025Q4: 1,631 shares; 2026Q1: 2,613 shares; 2026Q2: 1,067 shares 1,067 $91K <0.01% -1,546 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 186 shares 186 $90K <0.01% +173 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,344 shares; 2026Q2: 2,406 shares 2,406 $90K <0.01% +62 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 709 shares; 2025Q3: 197 shares; 2025Q4: 586 shares; 2026Q1: 205 shares; 2026Q2: 552 shares 552 $90K <0.01% +347 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,956 shares; 2025Q3: 1,802 shares; 2025Q4: 1,717 shares; 2026Q1: 1,171 shares; 2026Q2: 1,205 shares 1,205 $89K <0.01% +34 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,014 shares; 2025Q2: 8,014 shares; 2025Q3: 8,014 shares; 2025Q4: 8,055 shares; 2026Q1: 8,055 shares; 2026Q2: 8,055 shares 8,055 $89K <0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $88K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $88K <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,785 shares; 2026Q2: 13,207 shares 13,207 $88K <0.01% +5,422 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 2,835 shares; 2025Q3: 2,715 shares; 2025Q4: 2,953 shares; 2026Q1: 3,229 shares; 2026Q2: 1,877 shares 1,877 $88K <0.01% -1,352 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares 980 $87K <0.01% new Timeline SPHQ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 280 shares; 2025Q4: 890 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $87K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,405 shares 1,405 $86K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 1,045 shares 1,045 $85K <0.01% +1,008 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 811 shares 811 $84K <0.01% new Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,014 shares; 2026Q1: 1,019 shares; 2026Q2: 1,026 shares 1,026 $84K <0.01% +7 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42,703 shares; 2025Q2: 2,010 shares; 2025Q3: 2,790 shares; 2025Q4: 2,174 shares; 2026Q1: 1,902 shares; 2026Q2: 1,236 shares 1,236 $83K <0.01% -666 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,884 shares; 2026Q1: 6,964 shares; 2026Q2: 7,089 shares 7,089 $83K <0.01% +125 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 15,134 shares; 2025Q2: 670 shares; 2025Q3: 7,541 shares; 2025Q4: 3,737 shares; 2026Q1: 7,327 shares; 2026Q2: 1,323 shares 1,323 $83K <0.01% -6,004 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $82K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,264 shares; 2025Q3: 229 shares; 2025Q4: 660 shares; 2026Q1: 550 shares; 2026Q2: 598 shares 598 $82K <0.01% +48 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,173 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $82K <0.01% 0 LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 1,441 shares; 2025Q3: 1,503 shares; 2025Q4: 1,715 shares; 2026Q1: 1,586 shares; 2026Q2: 786 shares 786 $81K <0.01% -800 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,100 shares; 2025Q4: 3,389 shares; 2026Q1: 3,039 shares; 2026Q2: 1,952 shares 1,952 $81K <0.01% -1,087 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 843 shares; 2025Q3: 765 shares; 2025Q4: 738 shares; 2026Q1: 785 shares; 2026Q2: 816 shares 816 $81K <0.01% +31 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $80K <0.01% 0 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,785 shares 1,785 $80K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,279 shares; 2025Q1: 48 shares; 2025Q2: 165 shares; 2025Q3: 175 shares; 2025Q4: 960 shares; 2026Q1: 1,146 shares; 2026Q2: 780 shares 780 $79K <0.01% -366 Timeline SAUG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares 2,824 $78K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,317 shares; 2025Q4: 4,165 shares; 2026Q1: 4,214 shares; 2026Q2: 3,257 shares 3,257 $76K <0.01% -957 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,501 shares; 2026Q1: 1,507 shares; 2026Q2: 1,518 shares 1,518 $76K <0.01% +11 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 420 shares; 2026Q2: 430 shares 430 $76K <0.01% +10 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 534 shares; 2026Q1: 535 shares; 2026Q2: 536 shares 536 $76K <0.01% +1 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,774 shares 1,774 $75K <0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $75K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $74K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 960 shares 960 $73K <0.01% +10 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 596 shares; 2025Q4: not reported; 2026Q1: 494 shares; 2026Q2: 1,637 shares 1,637 $73K <0.01% +1,143 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $73K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares; 2026Q2: 3,313 shares 3,313 $73K <0.01% +2,793 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 682 shares; 2026Q1: 657 shares; 2026Q2: 607 shares 607 $73K <0.01% -50 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 7,143 shares; 2025Q3: 1,413 shares; 2025Q4: 1,385 shares; 2026Q1: 1,361 shares; 2026Q2: 1,227 shares 1,227 $72K <0.01% -134 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 945 shares; 2025Q4: 897 shares; 2026Q1: 759 shares; 2026Q2: 764 shares 764 $71K <0.01% +5 Timeline RSPD 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 2,899 shares; 2025Q4: 123 shares; 2026Q1: 9,032 shares; 2026Q2: 1,264 shares 1,264 $71K <0.01% -7,768 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 403 shares 403 $70K <0.01% +310 Timeline FXZ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 9 shares; 2025Q3: 2,404 shares; 2025Q4: 1,179 shares; 2026Q1: 1,430 shares; 2026Q2: 869 shares 869 $69K <0.01% -561 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 103 shares 103 $68K <0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 300 shares; 2025Q4: 281 shares; 2026Q1: 282 shares; 2026Q2: 288 shares 288 $68K <0.01% +6 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 715 shares; 2025Q3: 942 shares; 2025Q4: 1,049 shares; 2026Q1: 541 shares; 2026Q2: 595 shares 595 $68K <0.01% +54 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,616 shares; 2025Q4: 1,627 shares; 2026Q1: 1,630 shares; 2026Q2: 1,856 shares 1,856 $68K <0.01% +226 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,480 shares 2,480 $68K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,041 shares; 2025Q3: 388 shares; 2025Q4: 744 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $67K <0.01% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,190 shares; 2025Q4: 8,990 shares; 2026Q1: 8,890 shares; 2026Q2: 8,390 shares 8,390 $67K <0.01% -500 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 428 shares; 2026Q2: 1,213 shares 1,213 $66K <0.01% +785 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 545 shares; 2025Q3: 475 shares; 2025Q4: 1,251 shares; 2026Q1: 1,461 shares; 2026Q2: 667 shares 667 $66K <0.01% -794 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 652 shares; 2026Q1: 653 shares; 2026Q2: 663 shares 663 $65K <0.01% +10 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,126 shares; 2026Q1: 1,125 shares; 2026Q2: 1,133 shares 1,133 $65K <0.01% +8 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: 619 shares; 2025Q3: 777 shares; 2025Q4: 943 shares; 2026Q1: 785 shares; 2026Q2: 1,737 shares 1,737 $65K <0.01% +952 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $65K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,612 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 403 shares; 2026Q1: 406 shares; 2026Q2: 409 shares 409 $64K <0.01% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 61 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $64K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $64K <0.01% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,308 shares; 2025Q2: 1,929 shares; 2025Q3: 2,292 shares; 2025Q4: 2,067 shares; 2026Q1: 1,764 shares; 2026Q2: 1,087 shares 1,087 $64K <0.01% -677 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $63K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 342 shares 342 $62K <0.01% +335 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 575 shares; 2026Q2: 542 shares 542 $62K <0.01% -33 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,496 shares; 2025Q4: 4,570 shares; 2026Q1: 4,402 shares; 2026Q2: 3,022 shares 3,022 $62K <0.01% -1,380 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,188 shares; 2026Q1: 1,195 shares; 2026Q2: 1,206 shares 1,206 $61K <0.01% +11 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,703 shares; 2026Q1: 1,702 shares; 2026Q2: 1,722 shares 1,722 $61K <0.01% +20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,585 shares; 2026Q1: 3,604 shares; 2026Q2: 3,622 shares 3,622 $60K <0.01% +18 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,323 shares; 2025Q1: 9 shares; 2025Q2: 4,846 shares; 2025Q3: 716 shares; 2025Q4: 2,921 shares; 2026Q1: 6,384 shares; 2026Q2: 894 shares 894 $60K <0.01% -5,490 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 271 shares; 2026Q1: 649 shares; 2026Q2: 1,768 shares 1,768 $59K <0.01% +1,119 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $59K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,398 shares 1,398 $59K <0.01% +200 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: 5,595 shares; 2026Q1: 1,239 shares; 2026Q2: 1,239 shares 1,239 $59K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 1,936 shares; 2025Q3: 1,938 shares; 2025Q4: 1,884 shares; 2026Q1: 1,877 shares; 2026Q2: 2,003 shares 2,003 $58K <0.01% +126 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 827 shares; 2025Q2: 1,044 shares; 2025Q3: 1,090 shares; 2025Q4: 1,198 shares; 2026Q1: 1,325 shares; 2026Q2: 1,257 shares 1,257 $58K <0.01% -68 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,282 shares 1,282 $56K <0.01% +297 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $56K <0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares; 2026Q2: 2,347 shares 2,347 $56K <0.01% +44 Timeline AVUV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 439 shares 439 $55K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 207 shares; 2025Q3: 25 shares; 2025Q4: 282 shares; 2026Q1: 136 shares; 2026Q2: 239 shares 239 $55K <0.01% +103 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,927 shares 1,927 $55K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 408 shares; 2025Q3: 9,583 shares; 2025Q4: 12,867 shares; 2026Q1: 448 shares; 2026Q2: 3,988 shares 3,988 $54K <0.01% +3,540 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 531 shares 531 $54K <0.01% +467 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $54K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $54K <0.01% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 495 shares; 2025Q3: 476 shares; 2025Q4: 495 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $54K <0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 656 shares; 2026Q1: 657 shares; 2026Q2: 653 shares 653 $54K <0.01% -4 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,033 shares; 2025Q4: 5,139 shares; 2026Q1: 5,230 shares; 2026Q2: 5,339 shares 5,339 $54K <0.01% +109 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 1,756 shares; 2026Q1: 1,171 shares; 2026Q2: 925 shares 925 $54K <0.01% -246 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 432,009 shares; 2025Q1: 211,077 shares; 2025Q2: 10,148 shares; 2025Q3: 5,915 shares; 2025Q4: 3,034 shares; 2026Q1: 2,509 shares; 2026Q2: 2,597 shares 2,597 $53K <0.01% +88 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 208 shares; 2026Q2: 188 shares 188 $53K <0.01% -20 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 2,109 shares 2,109 $53K <0.01% +939 Timeline RSPC 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 468 shares; 2025Q3: 702 shares; 2025Q4: 822 shares; 2026Q1: 15,218 shares; 2026Q2: 1,493 shares 1,493 $53K <0.01% -13,725 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,130 shares; 2025Q2: 1,068 shares; 2025Q3: 1,254 shares; 2025Q4: 1,515 shares; 2026Q1: 1,574 shares; 2026Q2: 367 shares 367 $52K <0.01% -1,207 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,362 shares; 2025Q2: 1,024 shares; 2025Q3: 768 shares; 2025Q4: 3,448 shares; 2026Q1: 222 shares; 2026Q2: 1,325 shares 1,325 $52K <0.01% +1,103 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 497 shares; 2026Q1: 627 shares; 2026Q2: 524 shares 524 $51K <0.01% -103 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 331 shares; 2026Q2: 332 shares 332 $51K <0.01% +1 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $51K <0.01% new Timeline RSPG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,142 shares; 2025Q2: 226 shares; 2025Q3: 240 shares; 2025Q4: 226 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $51K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 18,626 shares; 2025Q4: 5,637 shares; 2026Q1: 3,550 shares; 2026Q2: 2,685 shares 2,685 $50K <0.01% -865 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 718 shares; 2025Q3: 433 shares; 2025Q4: 1,127 shares; 2026Q1: 1,483 shares; 2026Q2: 745 shares 745 $50K <0.01% -738 Timeline FXD 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,349 shares; 2025Q2: 3,079 shares; 2025Q3: 3,543 shares; 2025Q4: 1,377 shares; 2026Q1: 8,963 shares; 2026Q2: 716 shares 716 $50K <0.01% -8,247 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,445 shares; 2026Q1: 1,448 shares; 2026Q2: 903 shares 903 $49K <0.01% -545 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,385 shares; 2025Q1: 21,133 shares; 2025Q2: 29,278 shares; 2025Q3: 31,628 shares; 2025Q4: 32,950 shares; 2026Q1: 3,019 shares; 2026Q2: 1,289 shares 1,289 $49K <0.01% -1,730 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $49K <0.01% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 184 shares; 2026Q2: 668 shares 668 $48K <0.01% +484 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 308 shares; 2026Q1: 309 shares; 2026Q2: 311 shares 311 $48K <0.01% +2 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $48K <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 877 shares; 2026Q1: 1,354 shares; 2026Q2: 518 shares 518 $47K <0.01% -836 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares; 2026Q2: 532 shares 532 $47K <0.01% +164 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 6 shares; 2026Q1: 271 shares; 2026Q2: 265 shares 265 $47K <0.01% -6 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,524 shares; 2025Q1: 5,115 shares; 2025Q2: 4,035 shares; 2025Q3: 2,988 shares; 2025Q4: 1,420 shares; 2026Q1: 1,374 shares; 2026Q2: 896 shares 896 $47K <0.01% -478 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,299 shares; 2025Q4: 2,315 shares; 2026Q1: 2,331 shares; 2026Q2: 2,347 shares 2,347 $47K <0.01% +16 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,092 shares 1,092 $46K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,993 shares; 2025Q3: 776 shares; 2025Q4: 797 shares; 2026Q1: 782 shares; 2026Q2: 882 shares 882 $46K <0.01% +100 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $46K <0.01% new Timeline IFLN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,503 shares 2,503 $46K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,402 shares; 2025Q4: 13,344 shares; 2026Q1: 3,339 shares; 2026Q2: 4,612 shares 4,612 $45K <0.01% +1,273 Timeline