RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,575 shares; 2025Q4: 65,575 shares; 2026Q1: 65,575 shares 65,575 $3.66M 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,646 shares; 2024Q4: 36,099 shares; 2025Q1: 35,522 shares; 2025Q2: 30,162 shares; 2025Q3: 31,401 shares; 2025Q4: 34,731 shares; 2026Q1: 37,756 shares 37,756 $3.65M 0.02% +3,025 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,305 shares; 2025Q3: 56,958 shares; 2025Q4: 63,400 shares; 2026Q1: 67,081 shares 67,081 $3.63M 0.02% +3,681 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; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,928 shares; 2025Q1: 5,985 shares; 2025Q2: 7,945 shares; 2025Q3: 8,634 shares; 2025Q4: 8,985 shares; 2026Q1: 10,038 shares 10,038 $3.6M 0.02% +1,053 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,110 shares; 2024Q4: 14,179 shares; 2025Q1: 45,348 shares; 2025Q2: 12,297 shares; 2025Q3: 13,219 shares; 2025Q4: 14,716 shares; 2026Q1: 54,282 shares 54,282 $3.6M 0.02% +39,566 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; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 9,964 shares; 2025Q1: 11,016 shares; 2025Q2: 10,879 shares; 2025Q3: 11,002 shares; 2025Q4: 11,007 shares; 2026Q1: 12,673 shares 12,673 $3.6M 0.02% +1,666 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,265 shares; 2024Q4: 158,730 shares; 2025Q1: 163,664 shares; 2025Q2: 157,309 shares; 2025Q3: 142,717 shares; 2025Q4: 50,898 shares; 2026Q1: 64,339 shares 64,339 $3.59M 0.02% +13,441 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,139 shares; 2025Q1: 9,638 shares; 2025Q2: 9,848 shares; 2025Q3: 9,750 shares; 2025Q4: 9,652 shares; 2026Q1: 9,819 shares 9,819 $3.57M 0.02% +167 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,747 shares; 2024Q4: 59,901 shares; 2025Q1: 63,556 shares; 2025Q2: 62,205 shares; 2025Q3: 64,234 shares; 2025Q4: 57,841 shares; 2026Q1: 61,941 shares 61,941 $3.57M 0.02% +4,100 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,648 shares; 2025Q4: 10,360 shares; 2026Q1: 37,875 shares 37,875 $3.57M 0.02% +27,515 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 13,921 shares; 2025Q1: 13,171 shares; 2025Q2: 13,202 shares; 2025Q3: 14,843 shares; 2025Q4: 14,969 shares; 2026Q1: 15,477 shares 15,477 $3.57M 0.02% +508 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,902 shares; 2025Q1: 72,830 shares; 2025Q2: 74,011 shares; 2025Q3: 73,189 shares; 2025Q4: 69,570 shares; 2026Q1: 66,481 shares 66,481 $3.55M 0.02% -3,089 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,137 shares; 2024Q4: 42,134 shares; 2025Q1: 46,187 shares; 2025Q2: 49,658 shares; 2025Q3: 48,552 shares; 2025Q4: 52,408 shares; 2026Q1: 65,230 shares 65,230 $3.55M 0.02% +12,822 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 12,007 shares; 2025Q1: 12,106 shares; 2025Q2: 12,103 shares; 2025Q3: 12,159 shares; 2025Q4: 11,962 shares; 2026Q1: 12,060 shares 12,060 $3.52M 0.02% +98 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,482 shares; 2024Q4: 44,647 shares; 2025Q1: 57,836 shares; 2025Q2: 70,375 shares; 2025Q3: 63,557 shares; 2025Q4: 65,017 shares; 2026Q1: 68,988 shares 68,988 $3.51M 0.02% +3,971 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,388 shares; 2024Q4: 76,071 shares; 2025Q1: 79,471 shares; 2025Q2: 78,949 shares; 2025Q3: 78,624 shares; 2025Q4: 78,712 shares; 2026Q1: 78,253 shares 78,253 $3.51M 0.02% -459 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,139 shares; 2024Q4: 24,215 shares; 2025Q1: 25,110 shares; 2025Q2: 25,668 shares; 2025Q3: 25,261 shares; 2025Q4: 25,691 shares; 2026Q1: 20,736 shares 20,736 $3.51M 0.02% -4,955 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,882 shares; 2025Q1: 20,451 shares; 2025Q2: 20,912 shares; 2025Q3: 18,933 shares; 2025Q4: 24,008 shares; 2026Q1: 28,473 shares 28,473 $3.5M 0.02% +4,465 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 9,029 shares; 2025Q1: 10,130 shares; 2025Q2: 10,279 shares; 2025Q3: 10,674 shares; 2025Q4: 11,571 shares; 2026Q1: 14,590 shares 14,590 $3.47M 0.02% +3,019 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,505 shares; 2024Q4: 36,706 shares; 2025Q1: 38,789 shares; 2025Q2: 38,126 shares; 2025Q3: 38,259 shares; 2025Q4: 37,782 shares; 2026Q1: 37,408 shares 37,408 $3.45M 0.02% -374 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,251 shares; 2025Q3: 72,558 shares; 2025Q4: 75,148 shares; 2026Q1: 78,092 shares 78,092 $3.44M 0.02% +2,944 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,224 shares; 2025Q2: 56,099 shares; 2025Q3: 188,077 shares; 2025Q4: 200,588 shares; 2026Q1: 87,345 shares 87,345 $3.43M 0.02% -113,243 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,192 shares 130,192 $3.43M 0.02% new 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; 2024Q2: restricted; 2024Q3: 22,351 shares; 2024Q4: 20,792 shares; 2025Q1: 21,266 shares; 2025Q2: 23,008 shares; 2025Q3: 22,892 shares; 2025Q4: 23,260 shares; 2026Q1: 25,251 shares 25,251 $3.42M 0.02% +1,991 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; 2024Q2: restricted; 2024Q3: 47,141 shares; 2024Q4: 45,707 shares; 2025Q1: 35,299 shares; 2025Q2: 32,773 shares; 2025Q3: 32,584 shares; 2025Q4: 31,546 shares; 2026Q1: 32,278 shares 32,278 $3.41M 0.02% +732 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,427 shares; 2025Q1: 3,388 shares; 2025Q2: 3,327 shares; 2025Q3: 3,289 shares; 2025Q4: 2,907 shares; 2026Q1: 3,105 shares 3,105 $3.39M 0.02% +198 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,781 shares; 2025Q1: 1,748 shares; 2025Q2: 1,709 shares; 2025Q3: 1,662 shares; 2025Q4: 1,708 shares; 2026Q1: 1,762 shares 1,762 $3.37M 0.02% +54 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,263 shares; 2024Q4: 25,104 shares; 2025Q1: 29,176 shares; 2025Q2: 65,615 shares; 2025Q3: 69,294 shares; 2025Q4: 70,342 shares; 2026Q1: 72,146 shares 72,146 $3.35M 0.02% +1,804 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 21,075 shares; 2025Q1: 20,286 shares; 2025Q2: 20,023 shares; 2025Q3: 17,133 shares; 2025Q4: 16,748 shares; 2026Q1: 16,108 shares 16,108 $3.32M 0.02% -640 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,055 shares; 2024Q4: 31,716 shares; 2025Q1: 51,796 shares; 2025Q2: 71,651 shares; 2025Q3: 59,803 shares; 2025Q4: 61,332 shares; 2026Q1: 46,055 shares 46,055 $3.31M 0.02% -15,277 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,529 shares; 2024Q4: 328,902 shares; 2025Q1: 331,696 shares; 2025Q2: 330,398 shares; 2025Q3: 326,812 shares; 2025Q4: 259,199 shares; 2026Q1: 299,410 shares 299,410 $3.29M 0.02% +40,211 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,764 shares; 2024Q4: 100,429 shares; 2025Q1: 108,808 shares; 2025Q2: 101,604 shares; 2025Q3: 37,626 shares; 2025Q4: 46,379 shares; 2026Q1: 30,415 shares 30,415 $3.29M 0.02% -15,964 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,332 shares; 2025Q1: 56,312 shares; 2025Q2: 56,262 shares; 2025Q3: 138,541 shares; 2025Q4: 68,321 shares; 2026Q1: 70,855 shares 70,855 $3.29M 0.02% +2,534 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 17,719 shares; 2025Q1: 17,545 shares; 2025Q2: 20,209 shares; 2025Q3: 26,093 shares; 2025Q4: 28,879 shares; 2026Q1: 40,408 shares 40,408 $3.29M 0.02% +11,529 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; 2024Q2: restricted; 2024Q3: 57,979 shares; 2024Q4: 42,577 shares; 2025Q1: 93,593 shares; 2025Q2: 37,280 shares; 2025Q3: 20,372 shares; 2025Q4: 69,429 shares; 2026Q1: 67,772 shares 67,772 $3.27M 0.02% -1,657 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,370 shares; 2025Q1: 4,100 shares; 2025Q2: 25,468 shares; 2025Q3: 37,084 shares; 2025Q4: 42,429 shares; 2026Q1: 42,680 shares 42,680 $3.24M 0.02% +251 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,724 shares; 2024Q4: 17,706 shares; 2025Q1: 17,378 shares; 2025Q2: 16,803 shares; 2025Q3: 16,443 shares; 2025Q4: 15,974 shares; 2026Q1: 15,354 shares 15,354 $3.24M 0.02% -620 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,048 shares; 2025Q1: 8,222 shares; 2025Q2: 8,217 shares; 2025Q3: 8,541 shares; 2025Q4: 8,052 shares; 2026Q1: 7,729 shares 7,729 $3.22M 0.02% -323 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,381 shares; 2024Q4: 129,903 shares; 2025Q1: 129,265 shares; 2025Q2: 128,425 shares; 2025Q3: 131,054 shares; 2025Q4: 131,032 shares; 2026Q1: 145,800 shares 145,800 $3.19M 0.02% +14,768 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 6,213 shares; 2025Q1: 6,782 shares; 2025Q2: 12,838 shares; 2025Q3: 12,981 shares; 2025Q4: 19,035 shares; 2026Q1: 19,427 shares 19,427 $3.19M 0.02% +392 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,294 shares; 2024Q4: 23,108 shares; 2025Q1: 27,986 shares; 2025Q2: 29,314 shares; 2025Q3: 30,030 shares; 2025Q4: 52,023 shares; 2026Q1: 45,030 shares 45,030 $3.18M 0.02% -6,993 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,567 shares; 2024Q4: 44,875 shares; 2025Q1: 33,474 shares; 2025Q2: 31,724 shares; 2025Q3: 30,723 shares; 2025Q4: 31,611 shares; 2026Q1: 31,687 shares 31,687 $3.18M 0.02% +76 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,810 shares; 2025Q1: 64,559 shares; 2025Q2: 49,742 shares; 2025Q3: 55,114 shares; 2025Q4: 60,772 shares; 2026Q1: 63,990 shares 63,990 $3.18M 0.02% +3,218 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,471 shares; 2024Q4: 194,693 shares; 2025Q1: 190,442 shares; 2025Q2: 125,450 shares; 2025Q3: 108,520 shares; 2025Q4: 138,238 shares; 2026Q1: 200,325 shares 200,325 $3.15M 0.02% +62,087 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,195 shares; 2024Q4: 17,025 shares; 2025Q1: 14,139 shares; 2025Q2: 7,891 shares; 2025Q3: 9,711 shares; 2025Q4: 7,969 shares; 2026Q1: 23,787 shares 23,787 $3.12M 0.02% +15,818 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,383 shares 48,383 $3.11M 0.02% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,536 shares; 2024Q4: 17,619 shares; 2025Q1: 20,347 shares; 2025Q2: 22,891 shares; 2025Q3: 23,098 shares; 2025Q4: 24,059 shares; 2026Q1: 23,999 shares 23,999 $3.1M 0.02% -60 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 7,283 shares; 2025Q1: 7,719 shares; 2025Q2: 8,582 shares; 2025Q3: 9,713 shares; 2025Q4: 9,645 shares; 2026Q1: 8,962 shares 8,962 $3.09M 0.02% -683 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,473 shares; 2025Q1: 7,860 shares; 2025Q2: 8,160 shares; 2025Q3: 8,572 shares; 2025Q4: 17,005 shares; 2026Q1: 17,102 shares 17,102 $3.08M 0.02% +97 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 6,157 shares; 2025Q1: 9,542 shares; 2025Q2: 9,467 shares; 2025Q3: 9,343 shares; 2025Q4: 9,334 shares; 2026Q1: 9,338 shares 9,338 $3.07M 0.02% +4 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,994 shares; 2025Q1: 11,083 shares; 2025Q2: 20,534 shares; 2025Q3: 54,070 shares; 2025Q4: 104,536 shares; 2026Q1: 112,294 shares 112,294 $3.07M 0.02% +7,758 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; 2024Q2: restricted; 2024Q3: 86,511 shares; 2024Q4: 88,919 shares; 2025Q1: 94,586 shares; 2025Q2: 89,158 shares; 2025Q3: 91,076 shares; 2025Q4: 104,920 shares; 2026Q1: 101,274 shares 101,274 $3.05M 0.02% -3,646 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; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 18,510 shares; 2025Q1: 19,103 shares; 2025Q2: 20,187 shares; 2025Q3: 21,896 shares; 2025Q4: 23,832 shares; 2026Q1: 25,208 shares 25,208 $3.05M 0.02% +1,376 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,234 shares; 2024Q4: 23,185 shares; 2025Q1: 15,660 shares; 2025Q2: 18,716 shares; 2025Q3: 22,307 shares; 2025Q4: 23,529 shares; 2026Q1: 20,658 shares 20,658 $3.03M 0.02% -2,871 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 27,479 shares; 2025Q1: 26,649 shares; 2025Q2: 26,149 shares; 2025Q3: 25,941 shares; 2025Q4: 25,591 shares; 2026Q1: 24,834 shares 24,834 $3.03M 0.02% -757 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 42,214 shares; 2025Q1: 43,346 shares; 2025Q2: 14,878 shares; 2025Q3: 14,950 shares; 2025Q4: 14,751 shares; 2026Q1: 14,009 shares 14,009 $3.03M 0.02% -742 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,618 shares; 2024Q4: 237,235 shares; 2025Q1: 253,492 shares; 2025Q2: 202,673 shares; 2025Q3: 212,852 shares; 2025Q4: 190,610 shares; 2026Q1: 131,584 shares 131,584 $3.02M 0.02% -59,026 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,691 shares; 2024Q4: 29,569 shares; 2025Q1: 29,330 shares; 2025Q2: 29,194 shares; 2025Q3: 30,441 shares; 2025Q4: 32,786 shares; 2026Q1: 32,553 shares 32,553 $3M 0.02% -233 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: 48,306 shares; 2025Q1: 58,099 shares; 2025Q2: 68,044 shares; 2025Q3: 72,452 shares; 2025Q4: 71,881 shares; 2026Q1: 72,449 shares 72,449 $2.98M 0.02% +568 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,450 shares; 2024Q4: 87,455 shares; 2025Q1: 109,925 shares; 2025Q2: 86,930 shares; 2025Q3: 90,985 shares; 2025Q4: 98,559 shares; 2026Q1: 118,774 shares 118,774 $2.94M 0.02% +20,215 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,337 shares; 2024Q4: 39,862 shares; 2025Q1: 39,928 shares; 2025Q2: 36,574 shares; 2025Q3: 35,467 shares; 2025Q4: 35,397 shares; 2026Q1: 35,136 shares 35,136 $2.94M 0.02% -261 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 46,550 shares; 2025Q1: 45,912 shares; 2025Q2: 47,702 shares; 2025Q3: 47,208 shares; 2025Q4: 51,348 shares; 2026Q1: 58,653 shares 58,653 $2.93M 0.02% +7,305 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,835 shares; 2024Q4: 90,109 shares; 2025Q1: 91,015 shares; 2025Q2: 104,775 shares; 2025Q3: 144,054 shares; 2025Q4: 141,269 shares; 2026Q1: 177,481 shares 177,481 $2.92M 0.02% +36,212 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,847 shares; 2025Q3: 97,714 shares; 2025Q4: 106,570 shares; 2026Q1: 71,296 shares 71,296 $2.91M 0.02% -35,274 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,958 shares; 2024Q4: 49,190 shares; 2025Q1: 48,326 shares; 2025Q2: 44,803 shares; 2025Q3: 42,172 shares; 2025Q4: 37,726 shares; 2026Q1: 34,193 shares 34,193 $2.9M 0.02% -3,533 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 34,973 shares; 2025Q1: 33,525 shares; 2025Q2: 34,148 shares; 2025Q3: 35,566 shares; 2025Q4: 34,829 shares; 2026Q1: 35,352 shares 35,352 $2.89M 0.02% +523 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 48,633 shares; 2025Q1: 50,233 shares; 2025Q2: 50,427 shares; 2025Q3: 51,496 shares; 2025Q4: 56,830 shares; 2026Q1: 57,042 shares 57,042 $2.89M 0.02% +212 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,586 shares; 2025Q2: 24,028 shares; 2025Q3: 34,385 shares; 2025Q4: 38,889 shares; 2026Q1: 53,718 shares 53,718 $2.87M 0.02% +14,829 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,759 shares; 2024Q4: 64,621 shares; 2025Q1: 59,428 shares; 2025Q2: 61,380 shares; 2025Q3: 62,168 shares; 2025Q4: 63,854 shares; 2026Q1: 59,576 shares 59,576 $2.87M 0.02% -4,278 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 8,740 shares; 2025Q1: 8,630 shares; 2025Q2: 4,670 shares; 2025Q3: 4,862 shares; 2025Q4: 5,237 shares; 2026Q1: 5,833 shares 5,833 $2.87M 0.02% +596 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,635 shares; 2024Q4: 94,333 shares; 2025Q1: 97,904 shares; 2025Q2: 112,071 shares; 2025Q3: 91,301 shares; 2025Q4: 87,414 shares; 2026Q1: 89,544 shares 89,544 $2.87M 0.02% +2,130 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,684 shares; 2025Q4: 68,092 shares; 2026Q1: 72,585 shares 72,585 $2.85M 0.02% +4,493 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,625 shares; 2024Q4: 42,380 shares; 2025Q1: 23,669 shares; 2025Q2: 39,313 shares; 2025Q3: 15,847 shares; 2025Q4: 17,852 shares; 2026Q1: 30,718 shares 30,718 $2.84M 0.02% +12,866 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 25,995 shares; 2025Q1: 29,230 shares; 2025Q2: 29,130 shares; 2025Q3: 39,722 shares; 2025Q4: 55,168 shares; 2026Q1: 61,780 shares 61,780 $2.83M 0.02% +6,612 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,677 shares; 2024Q4: 19,962 shares; 2025Q1: 15,230 shares; 2025Q2: 14,840 shares; 2025Q3: 14,012 shares; 2025Q4: 14,186 shares; 2026Q1: 16,373 shares 16,373 $2.83M 0.02% +2,187 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,937 shares; 2024Q4: 16,727 shares; 2025Q1: 16,826 shares; 2025Q2: 79,604 shares; 2025Q3: 89,821 shares; 2025Q4: 83,567 shares; 2026Q1: 55,397 shares 55,397 $2.81M 0.02% -28,170 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,139 shares; 2024Q4: 151,870 shares; 2025Q1: 155,414 shares; 2025Q2: 155,380 shares; 2025Q3: 154,125 shares; 2025Q4: 153,171 shares; 2026Q1: 60,680 shares 60,680 $2.81M 0.02% -92,491 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,425 shares; 2024Q4: 17,267 shares; 2025Q1: 16,718 shares; 2025Q2: 16,593 shares; 2025Q3: 15,344 shares; 2025Q4: 14,862 shares; 2026Q1: 13,470 shares 13,470 $2.8M 0.02% -1,392 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,404 shares; 2025Q1: 4,617 shares; 2025Q2: 4,369 shares; 2025Q3: 5,715 shares; 2025Q4: 6,943 shares; 2026Q1: 7,053 shares 7,053 $2.8M 0.02% +110 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,282 shares; 2025Q1: 3,993 shares; 2025Q2: 3,736 shares; 2025Q3: 3,622 shares; 2025Q4: 3,423 shares; 2026Q1: 3,113 shares 3,113 $2.79M 0.02% -310 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 19,497 shares; 2025Q1: 19,806 shares; 2025Q2: 18,878 shares; 2025Q3: 20,257 shares; 2025Q4: 20,410 shares; 2026Q1: 20,590 shares 20,590 $2.78M 0.02% +180 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 8,046 shares; 2025Q1: 7,626 shares; 2025Q2: 7,490 shares; 2025Q3: 8,826 shares; 2025Q4: 8,877 shares; 2026Q1: 8,673 shares 8,673 $2.78M 0.02% -204 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,978 shares; 2025Q4: 28,144 shares; 2026Q1: 31,426 shares 31,426 $2.77M 0.02% +3,282 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,456 shares; 2025Q2: 68,267 shares; 2025Q3: 69,120 shares; 2025Q4: 70,305 shares; 2026Q1: 71,609 shares 71,609 $2.76M 0.02% +1,304 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,352 shares 56,352 $2.76M 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 27,149 shares; 2025Q1: 26,443 shares; 2025Q2: 24,941 shares; 2025Q3: 24,352 shares; 2025Q4: 24,204 shares; 2026Q1: 23,288 shares 23,288 $2.75M 0.02% -916 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,663 shares; 2025Q1: 6,713 shares; 2025Q2: 6,695 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares; 2026Q1: 6,734 shares 6,734 $2.75M 0.02% 0 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,917 shares; 2025Q4: 31,082 shares; 2026Q1: 31,753 shares 31,753 $2.73M 0.02% +671 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,975 shares 85,975 $2.73M 0.02% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 17,101 shares; 2025Q1: 10,371 shares; 2025Q2: 19,363 shares; 2025Q3: 19,708 shares; 2025Q4: 20,824 shares; 2026Q1: 21,385 shares 21,385 $2.72M 0.02% +561 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 19,556 shares; 2025Q1: 19,321 shares; 2025Q2: 30,728 shares; 2025Q3: 44,264 shares; 2025Q4: 51,462 shares; 2026Q1: 61,097 shares 61,097 $2.71M 0.02% +9,635 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,334 shares; 2024Q4: 76,476 shares; 2025Q1: 66,716 shares; 2025Q2: 64,320 shares; 2025Q3: 67,861 shares; 2025Q4: 65,196 shares; 2026Q1: 72,455 shares 72,455 $2.7M 0.02% +7,259 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,562 shares 32,562 $2.69M 0.02% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,652 shares; 2024Q4: 86,103 shares; 2025Q1: 84,917 shares; 2025Q2: 87,851 shares; 2025Q3: 86,789 shares; 2025Q4: 91,531 shares; 2026Q1: 100,726 shares 100,726 $2.69M 0.02% +9,195 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; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 11,907 shares; 2025Q1: 12,510 shares; 2025Q2: 12,225 shares; 2025Q3: 12,125 shares; 2025Q4: 10,923 shares; 2026Q1: 29,520 shares 29,520 $2.67M 0.02% +18,597 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 20,145 shares; 2025Q1: 20,131 shares; 2025Q2: 20,516 shares; 2025Q3: 20,506 shares; 2025Q4: 18,854 shares; 2026Q1: 19,580 shares 19,580 $2.66M 0.02% +726 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,127 shares; 2024Q4: 37,616 shares; 2025Q1: 34,478 shares; 2025Q2: 34,715 shares; 2025Q3: 34,265 shares; 2025Q4: 34,476 shares; 2026Q1: 33,916 shares 33,916 $2.66M 0.02% -560 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,371 shares; 2026Q1: 192,100 shares 192,100 $2.64M 0.02% +9,729 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 12,202 shares; 2025Q1: 12,244 shares; 2025Q2: 12,710 shares; 2025Q3: 12,334 shares; 2025Q4: 12,283 shares; 2026Q1: 11,679 shares 11,679 $2.62M 0.02% -604 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,540 shares; 2026Q1: 228,869 shares 228,869 $2.62M 0.02% +79,329 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 10,082 shares; 2025Q1: 11,740 shares; 2025Q2: 12,481 shares; 2025Q3: 15,124 shares; 2025Q4: 18,373 shares; 2026Q1: 23,532 shares 23,532 $2.62M 0.02% +5,159 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,221 shares; 2026Q1: 157,644 shares 157,644 $2.62M 0.02% +145,423 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,714 shares; 2024Q4: 78,646 shares; 2025Q1: 79,171 shares; 2025Q2: 80,951 shares; 2025Q3: 87,259 shares; 2025Q4: 91,584 shares; 2026Q1: 143,066 shares 143,066 $2.61M 0.02% +51,482 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,060 shares; 2024Q4: 32,005 shares; 2025Q1: 37,615 shares; 2025Q2: 39,730 shares; 2025Q3: 40,305 shares; 2025Q4: 40,305 shares; 2026Q1: 40,400 shares 40,400 $2.61M 0.02% +95 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,418 shares; 2025Q1: 21,519 shares; 2025Q2: 20,969 shares; 2025Q3: 20,378 shares; 2025Q4: 20,511 shares; 2026Q1: 23,442 shares 23,442 $2.61M 0.02% +2,931 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,765 shares; 2024Q4: 81,822 shares; 2025Q1: 61,939 shares; 2025Q2: 55,852 shares; 2025Q3: 56,149 shares; 2025Q4: 26,243 shares; 2026Q1: 25,928 shares 25,928 $2.61M 0.02% -315 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,113 shares; 2025Q1: 3,433 shares; 2025Q2: 6,342 shares; 2025Q3: 8,696 shares; 2025Q4: 9,417 shares; 2026Q1: 9,251 shares 9,251 $2.6M 0.02% -166 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 39,857 shares; 2025Q1: 40,152 shares; 2025Q2: 61,972 shares; 2025Q3: 101,684 shares; 2025Q4: 121,926 shares; 2026Q1: 128,860 shares 128,860 $2.58M 0.02% +6,934 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,001 shares; 2024Q4: 11,251 shares; 2025Q1: 11,831 shares; 2025Q2: 14,828 shares; 2025Q3: 16,525 shares; 2025Q4: 18,762 shares; 2026Q1: 23,532 shares 23,532 $2.57M 0.02% +4,770 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,505 shares; 2024Q4: 79,691 shares; 2025Q1: 103,614 shares; 2025Q2: 87,893 shares; 2025Q3: 88,704 shares; 2025Q4: 63,892 shares; 2026Q1: 57,348 shares 57,348 $2.57M 0.02% -6,544 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,508 shares; 2024Q4: 37,117 shares; 2025Q1: 33,279 shares; 2025Q2: 31,569 shares; 2025Q3: 32,424 shares; 2025Q4: 33,575 shares; 2026Q1: 35,303 shares 35,303 $2.57M 0.02% +1,728 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 3,206 shares; 2025Q1: 3,735 shares; 2025Q2: 4,980 shares; 2025Q3: 5,164 shares; 2025Q4: 6,001 shares; 2026Q1: 5,878 shares 5,878 $2.56M 0.02% -123 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,195 shares 135,195 $2.56M 0.02% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 9,737 shares; 2025Q2: 10,758 shares; 2025Q3: 11,263 shares; 2025Q4: 24,276 shares; 2026Q1: 28,847 shares 28,847 $2.55M 0.02% +4,571 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,814 shares 71,814 $2.55M 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,109 shares; 2024Q4: 94,745 shares; 2025Q1: 40,414 shares; 2025Q2: 38,471 shares; 2025Q3: 38,345 shares; 2025Q4: 28,567 shares; 2026Q1: 27,863 shares 27,863 $2.55M 0.02% -704 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,924 shares; 2024Q4: 26,536 shares; 2025Q1: 72,451 shares; 2025Q2: 91,886 shares; 2025Q3: 121,960 shares; 2025Q4: 151,156 shares; 2026Q1: 162,177 shares 162,177 $2.54M 0.02% +11,021 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; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,409 shares; 2025Q1: 10,505 shares; 2025Q2: 21,399 shares; 2025Q3: 31,855 shares; 2025Q4: 35,327 shares; 2026Q1: 33,720 shares 33,720 $2.54M 0.02% -1,607 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,248 shares; 2024Q4: 38,199 shares; 2025Q1: 31,068 shares; 2025Q2: 29,408 shares; 2025Q3: 28,819 shares; 2025Q4: 32,449 shares; 2026Q1: 32,120 shares 32,120 $2.53M 0.02% -329 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,441 shares 64,441 $2.52M 0.02% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,534 shares; 2025Q1: 6,788 shares; 2025Q2: 7,119 shares; 2025Q3: 10,874 shares; 2025Q4: 7,770 shares; 2026Q1: 44,063 shares 44,063 $2.49M 0.02% +36,293 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 23,076 shares; 2025Q1: 22,938 shares; 2025Q2: 22,508 shares; 2025Q3: 22,264 shares; 2025Q4: 21,048 shares; 2026Q1: 20,497 shares 20,497 $2.47M 0.02% -551 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; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 56,160 shares; 2025Q1: 56,828 shares; 2025Q2: 60,403 shares; 2025Q3: 60,655 shares; 2025Q4: 57,184 shares; 2026Q1: 54,570 shares 54,570 $2.47M 0.01% -2,614 Timeline AMWD AMERICAN WOODMARK CORP More: the full row for AMERICAN WOODMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,679 shares; 2024Q4: 62,459 shares; 2025Q1: 62,459 shares; 2025Q2: 62,459 shares; 2025Q3: 62,459 shares; 2025Q4: 61,884 shares; 2026Q1: 61,984 shares 61,984 $2.47M 0.01% +100 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,153 shares; 2024Q4: 57,838 shares; 2025Q1: 43,193 shares; 2025Q2: 34,167 shares; 2025Q3: 35,463 shares; 2025Q4: 35,433 shares; 2026Q1: 34,653 shares 34,653 $2.46M 0.01% -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; 2024Q2: restricted; 2024Q3: 22,355 shares; 2024Q4: 22,718 shares; 2025Q1: 25,220 shares; 2025Q2: 27,911 shares; 2025Q3: 32,502 shares; 2025Q4: 33,236 shares; 2026Q1: 33,668 shares 33,668 $2.46M 0.01% +432 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,881 shares; 2024Q4: 84,398 shares; 2025Q1: 82,881 shares; 2025Q2: 79,355 shares; 2025Q3: 74,385 shares; 2025Q4: 65,538 shares; 2026Q1: 60,950 shares 60,950 $2.45M 0.01% -4,588 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,984 shares; 2024Q4: 21,888 shares; 2025Q1: 19,802 shares; 2025Q2: 19,259 shares; 2025Q3: 16,163 shares; 2025Q4: 17,939 shares; 2026Q1: 18,641 shares 18,641 $2.44M 0.01% +702 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,238 shares; 2025Q1: 4,777 shares; 2025Q2: 5,144 shares; 2025Q3: 9,670 shares; 2025Q4: 15,654 shares; 2026Q1: 18,326 shares 18,326 $2.44M 0.01% +2,672 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 25,490 shares; 2025Q1: 24,920 shares; 2025Q2: 22,287 shares; 2025Q3: 23,614 shares; 2025Q4: 22,969 shares; 2026Q1: 22,319 shares 22,319 $2.44M 0.01% -650 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,659 shares; 2024Q4: 42,891 shares; 2025Q1: 41,750 shares; 2025Q2: 47,820 shares; 2025Q3: 47,098 shares; 2025Q4: 44,928 shares; 2026Q1: 39,320 shares 39,320 $2.43M 0.01% -5,608 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,885 shares; 2024Q4: 228,530 shares; 2025Q1: 222,315 shares; 2025Q2: 236,902 shares; 2025Q3: 244,589 shares; 2025Q4: 252,303 shares; 2026Q1: 252,296 shares 252,296 $2.43M 0.01% -7 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,076 shares; 2026Q1: 42,687 shares 42,687 $2.43M 0.01% +3,611 Timeline BLV 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; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,672 shares; 2025Q1: 27,568 shares; 2025Q2: 29,809 shares; 2025Q3: 30,453 shares; 2025Q4: 33,864 shares; 2026Q1: 35,183 shares 35,183 $2.42M 0.01% +1,319 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,605 shares; 2024Q4: 100,087 shares; 2025Q1: 103,121 shares; 2025Q2: 102,509 shares; 2025Q3: 103,715 shares; 2025Q4: 102,832 shares; 2026Q1: 105,951 shares 105,951 $2.41M 0.01% +3,119 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 8,425 shares; 2025Q1: 11,223 shares; 2025Q2: 9,051 shares; 2025Q3: 9,285 shares; 2025Q4: 20,744 shares; 2026Q1: 21,985 shares 21,985 $2.4M 0.01% +1,241 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,655 shares; 2025Q3: 5,840 shares; 2025Q4: 7,763 shares; 2026Q1: 21,535 shares 21,535 $2.36M 0.01% +13,772 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,150 shares; 2025Q1: 17,295 shares; 2025Q2: 17,702 shares; 2025Q3: 18,889 shares; 2025Q4: 20,742 shares; 2026Q1: 20,887 shares 20,887 $2.36M 0.01% +145 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,567 shares; 2025Q1: 85,918 shares; 2025Q2: 105,648 shares; 2025Q3: 110,759 shares; 2025Q4: 116,507 shares; 2026Q1: 124,759 shares 124,759 $2.36M 0.01% +8,252 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 44,153 shares; 2025Q1: 41,092 shares; 2025Q2: 44,016 shares; 2025Q3: 43,893 shares; 2025Q4: 46,928 shares; 2026Q1: 49,647 shares 49,647 $2.36M 0.01% +2,719 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,263 shares; 2024Q4: 31,200 shares; 2025Q1: 31,900 shares; 2025Q2: 31,969 shares; 2025Q3: 35,564 shares; 2025Q4: 43,355 shares; 2026Q1: 51,330 shares 51,330 $2.36M 0.01% +7,975 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 37,559 shares; 2025Q1: 40,638 shares; 2025Q2: 37,963 shares; 2025Q3: 36,667 shares; 2025Q4: 29,921 shares; 2026Q1: 50,783 shares 50,783 $2.36M 0.01% +20,862 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,847 shares; 2024Q4: 51,409 shares; 2025Q1: 70,857 shares; 2025Q2: 85,681 shares; 2025Q3: 94,630 shares; 2025Q4: 98,883 shares; 2026Q1: 98,992 shares 98,992 $2.36M 0.01% +109 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,271 shares; 2025Q1: 34,735 shares; 2025Q2: 34,228 shares; 2025Q3: 37,914 shares; 2025Q4: 29,021 shares; 2026Q1: 31,582 shares 31,582 $2.35M 0.01% +2,561 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,188 shares 61,188 $2.35M 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,336 shares; 2024Q4: 136,666 shares; 2025Q1: 134,053 shares; 2025Q2: 124,095 shares; 2025Q3: 100,192 shares; 2025Q4: 60,741 shares; 2026Q1: 56,329 shares 56,329 $2.35M 0.01% -4,412 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,877 shares; 2024Q4: 118,702 shares; 2025Q1: 116,327 shares; 2025Q2: 114,512 shares; 2025Q3: 106,907 shares; 2025Q4: 106,792 shares; 2026Q1: 103,632 shares 103,632 $2.34M 0.01% -3,160 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,929 shares; 2024Q4: 26,877 shares; 2025Q1: 27,191 shares; 2025Q2: 27,869 shares; 2025Q3: 27,522 shares; 2025Q4: 25,315 shares; 2026Q1: 29,472 shares 29,472 $2.34M 0.01% +4,157 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,970 shares; 2026Q1: 13,970 shares 13,970 $2.34M 0.01% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,622 shares; 2025Q3: 82,208 shares; 2025Q4: 89,879 shares; 2026Q1: 95,856 shares 95,856 $2.33M 0.01% +5,977 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,697 shares; 2024Q4: 392,364 shares; 2025Q1: 172,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,915 shares 143,915 $2.32M 0.01% new Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,879 shares; 2025Q4: 73,334 shares; 2026Q1: 70,021 shares 70,021 $2.32M 0.01% -3,313 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,323 shares; 2025Q4: 63,144 shares; 2026Q1: 64,917 shares 64,917 $2.31M 0.01% +1,773 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,380 shares; 2024Q4: 80,628 shares; 2025Q1: 74,999 shares; 2025Q2: 72,715 shares; 2025Q3: 73,911 shares; 2025Q4: 74,143 shares; 2026Q1: 73,108 shares 73,108 $2.31M 0.01% -1,035 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,541 shares; 2024Q4: 377,811 shares; 2025Q1: 396,191 shares; 2025Q2: 406,521 shares; 2025Q3: 419,398 shares; 2025Q4: 237,435 shares; 2026Q1: 207,658 shares 207,658 $2.3M 0.01% -29,777 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,044 shares; 2025Q3: 4,346 shares; 2025Q4: 24,541 shares; 2026Q1: 35,734 shares 35,734 $2.29M 0.01% +11,193 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,154 shares; 2025Q1: 4,805 shares; 2025Q2: 4,856 shares; 2025Q3: 5,097 shares; 2025Q4: 5,251 shares; 2026Q1: 5,139 shares 5,139 $2.29M 0.01% -112 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,331 shares; 2024Q4: 74,626 shares; 2025Q1: 80,062 shares; 2025Q2: 72,170 shares; 2025Q3: 74,076 shares; 2025Q4: 90,883 shares; 2026Q1: 94,472 shares 94,472 $2.29M 0.01% +3,589 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,276 shares; 2024Q4: 69,712 shares; 2025Q1: 71,782 shares; 2025Q2: 74,557 shares; 2025Q3: 76,772 shares; 2025Q4: 84,207 shares; 2026Q1: 86,244 shares 86,244 $2.29M 0.01% +2,037 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,081 shares; 2026Q1: 15,539 shares 15,539 $2.29M 0.01% +458 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,653 shares; 2025Q1: 9,411 shares; 2025Q2: 7,887 shares; 2025Q3: 7,825 shares; 2025Q4: 9,273 shares; 2026Q1: 11,580 shares 11,580 $2.29M 0.01% +2,307 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,789 shares; 2025Q2: 43,647 shares; 2025Q3: 45,306 shares; 2025Q4: 45,394 shares; 2026Q1: 32,228 shares 32,228 $2.27M 0.01% -13,166 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,837 shares; 2025Q4: 30,669 shares; 2026Q1: 42,238 shares 42,238 $2.27M 0.01% +11,569 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 12,422 shares; 2025Q1: 10,373 shares; 2025Q2: 11,621 shares; 2025Q3: 10,961 shares; 2025Q4: 10,174 shares; 2026Q1: 9,505 shares 9,505 $2.26M 0.01% -669 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,505 shares; 2025Q3: 12,447 shares; 2025Q4: 67,762 shares; 2026Q1: 68,094 shares 68,094 $2.26M 0.01% +332 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,871 shares; 2024Q4: 23,935 shares; 2025Q1: 23,947 shares; 2025Q2: 24,414 shares; 2025Q3: 27,643 shares; 2025Q4: 26,972 shares; 2026Q1: 26,580 shares 26,580 $2.26M 0.01% -392 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 6,474 shares; 2025Q1: 5,200 shares; 2025Q2: 4,861 shares; 2025Q3: 19,097 shares; 2025Q4: 30,119 shares; 2026Q1: 35,205 shares 35,205 $2.26M 0.01% +5,086 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 15,914 shares; 2025Q1: 14,972 shares; 2025Q2: 15,386 shares; 2025Q3: 15,402 shares; 2025Q4: 15,445 shares; 2026Q1: 16,271 shares 16,271 $2.25M 0.01% +826 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 22,562 shares; 2025Q1: 19,751 shares; 2025Q2: 20,182 shares; 2025Q3: 21,154 shares; 2025Q4: 22,447 shares; 2026Q1: 23,657 shares 23,657 $2.25M 0.01% +1,210 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 11,123 shares; 2025Q1: 11,174 shares; 2025Q2: 11,169 shares; 2025Q3: 11,135 shares; 2025Q4: 11,476 shares; 2026Q1: 6,291 shares 6,291 $2.24M 0.01% -5,185 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 18,148 shares; 2025Q1: 17,922 shares; 2025Q2: 17,863 shares; 2025Q3: 17,661 shares; 2025Q4: 18,576 shares; 2026Q1: 25,793 shares 25,793 $2.24M 0.01% +7,217 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,918 shares; 2024Q4: 63,997 shares; 2025Q1: 67,217 shares; 2025Q2: 64,213 shares; 2025Q3: 63,102 shares; 2025Q4: 60,587 shares; 2026Q1: 61,936 shares 61,936 $2.23M 0.01% +1,349 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,314 shares; 2025Q1: 11,564 shares; 2025Q2: 11,389 shares; 2025Q3: 11,600 shares; 2025Q4: 9,939 shares; 2026Q1: 6,725 shares 6,725 $2.2M 0.01% -3,214 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,498 shares; 2024Q4: 45,351 shares; 2025Q1: 38,974 shares; 2025Q2: 36,056 shares; 2025Q3: 33,793 shares; 2025Q4: 30,828 shares; 2026Q1: 29,904 shares 29,904 $2.18M 0.01% -924 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,470 shares; 2026Q1: 106,550 shares 106,550 $2.17M 0.01% +76,080 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,380 shares; 2026Q1: 9,380 shares 9,380 $2.15M 0.01% 0 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; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,236 shares; 2025Q1: 20,107 shares; 2025Q2: 20,004 shares; 2025Q3: 20,611 shares; 2025Q4: 18,998 shares; 2026Q1: 20,674 shares 20,674 $2.14M 0.01% +1,676 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,211 shares; 2024Q4: 34,228 shares; 2025Q1: 35,988 shares; 2025Q2: 39,368 shares; 2025Q3: 35,821 shares; 2025Q4: 32,864 shares; 2026Q1: 29,532 shares 29,532 $2.14M 0.01% -3,332 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; 2024Q2: restricted; 2024Q3: 27,342 shares; 2024Q4: 27,863 shares; 2025Q1: 34,175 shares; 2025Q2: 54,107 shares; 2025Q3: 55,104 shares; 2025Q4: 58,078 shares; 2026Q1: 66,723 shares 66,723 $2.13M 0.01% +8,645 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 23,217 shares; 2025Q1: 23,213 shares; 2025Q2: 23,729 shares; 2025Q3: 25,057 shares; 2025Q4: 24,070 shares; 2026Q1: 22,674 shares 22,674 $2.13M 0.01% -1,396 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,291 shares; 2025Q4: 23,936 shares; 2026Q1: 32,976 shares 32,976 $2.13M 0.01% +9,040 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,784 shares; 2026Q1: 57,849 shares 57,849 $2.12M 0.01% +15,065 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,933 shares; 2026Q1: 110,235 shares 110,235 $2.12M 0.01% +3,302 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,084 shares; 2024Q4: 53,683 shares; 2025Q1: 58,650 shares; 2025Q2: 47,611 shares; 2025Q3: 47,205 shares; 2025Q4: 49,019 shares; 2026Q1: 48,308 shares 48,308 $2.11M 0.01% -711 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,107 shares; 2024Q4: 63,974 shares; 2025Q1: 64,895 shares; 2025Q2: 64,288 shares; 2025Q3: 66,087 shares; 2025Q4: 67,962 shares; 2026Q1: 74,933 shares 74,933 $2.08M 0.01% +6,971 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 10,948 shares; 2025Q1: 11,029 shares; 2025Q2: 10,930 shares; 2025Q3: 11,130 shares; 2025Q4: 11,105 shares; 2026Q1: 11,217 shares 11,217 $2.07M 0.01% +112 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,406 shares; 2025Q1: 5,603 shares; 2025Q2: 5,623 shares; 2025Q3: 5,362 shares; 2025Q4: 14,393 shares; 2026Q1: 14,309 shares 14,309 $2.07M 0.01% -84 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 5,381 shares; 2025Q1: 2,840 shares; 2025Q2: 2,745 shares; 2025Q3: 4,389 shares; 2025Q4: 5,111 shares; 2026Q1: 5,287 shares 5,287 $2.07M 0.01% +176 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,439 shares; 2025Q2: 30,221 shares; 2025Q3: 41,898 shares; 2025Q4: 70,014 shares; 2026Q1: 75,408 shares 75,408 $2.06M 0.01% +5,394 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 3,454 shares; 2025Q1: 2,996 shares; 2025Q2: 2,701 shares; 2025Q3: 2,254 shares; 2025Q4: 2,151 shares; 2026Q1: 13,506 shares 13,506 $2.04M 0.01% +11,355 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,000 shares; 2024Q4: 148,000 shares; 2025Q1: 148,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares; 2025Q4: 135,000 shares; 2026Q1: 135,000 shares 135,000 $2.04M 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 19,229 shares; 2025Q1: 18,084 shares; 2025Q2: 19,978 shares; 2025Q3: 20,304 shares; 2025Q4: 20,468 shares; 2026Q1: 19,992 shares 19,992 $2.03M 0.01% -476 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,212 shares; 2024Q4: 32,379 shares; 2025Q1: 26,327 shares; 2025Q2: 40,418 shares; 2025Q3: 40,234 shares; 2025Q4: 45,631 shares; 2026Q1: 55,236 shares 55,236 $2.03M 0.01% +9,605 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,712 shares; 2025Q1: 16,985 shares; 2025Q2: 22,648 shares; 2025Q3: 26,742 shares; 2025Q4: 27,959 shares; 2026Q1: 28,556 shares 28,556 $2.02M 0.01% +597 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,235 shares; 2024Q4: 209,204 shares; 2025Q1: 204,816 shares; 2025Q2: 174,390 shares; 2025Q3: 174,193 shares; 2025Q4: 138,346 shares; 2026Q1: 131,861 shares 131,861 $2.02M 0.01% -6,485 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,699 shares; 2025Q1: 6,794 shares; 2025Q2: 6,451 shares; 2025Q3: 6,512 shares; 2025Q4: 6,273 shares; 2026Q1: 6,473 shares 6,473 $2.02M 0.01% +200 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 14,203 shares; 2025Q1: 14,916 shares; 2025Q2: 22,347 shares; 2025Q3: 26,528 shares; 2025Q4: 28,852 shares; 2026Q1: 33,703 shares 33,703 $2.01M 0.01% +4,851 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,487 shares; 2026Q1: 30,980 shares 30,980 $2M 0.01% +6,493 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,931 shares; 2024Q4: 29,142 shares; 2025Q1: 33,146 shares; 2025Q2: 27,208 shares; 2025Q3: 26,746 shares; 2025Q4: 24,908 shares; 2026Q1: 25,402 shares 25,402 $2M 0.01% +494 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 9,845 shares; 2025Q1: 9,879 shares; 2025Q2: 9,520 shares; 2025Q3: 9,426 shares; 2025Q4: 23,756 shares; 2026Q1: 23,391 shares 23,391 $1.99M 0.01% -365 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; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,375 shares; 2025Q1: 5,343 shares; 2025Q2: 5,342 shares; 2025Q3: 5,378 shares; 2025Q4: 5,371 shares; 2026Q1: 5,462 shares 5,462 $1.98M 0.01% +91 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 23,141 shares; 2025Q1: 22,992 shares; 2025Q2: 21,026 shares; 2025Q3: 21,704 shares; 2025Q4: 25,024 shares; 2026Q1: 24,830 shares 24,830 $1.98M 0.01% -194 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,573 shares; 2025Q4: 45,042 shares; 2026Q1: 62,317 shares 62,317 $1.97M 0.01% +17,275 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,828 shares; 2025Q2: 16,810 shares; 2025Q3: 49,657 shares; 2025Q4: 49,201 shares; 2026Q1: 87,771 shares 87,771 $1.97M 0.01% +38,570 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 61,998 shares; 2025Q1: 78,493 shares; 2025Q2: 42,687 shares; 2025Q3: 37,937 shares; 2025Q4: 35,729 shares; 2026Q1: 36,366 shares 36,366 $1.96M 0.01% +637 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,628 shares; 2025Q3: 40,604 shares; 2025Q4: 56,187 shares; 2026Q1: 74,938 shares 74,938 $1.96M 0.01% +18,751 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 5,749 shares; 2025Q1: 6,872 shares; 2025Q2: 7,765 shares; 2025Q3: 8,731 shares; 2025Q4: 11,327 shares; 2026Q1: 13,011 shares 13,011 $1.96M 0.01% +1,684 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,043 shares; 2024Q4: 49,833 shares; 2025Q1: 46,282 shares; 2025Q2: 42,465 shares; 2025Q3: 41,224 shares; 2025Q4: 39,913 shares; 2026Q1: 46,140 shares 46,140 $1.95M 0.01% +6,227 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,425 shares; 2024Q4: 32,992 shares; 2025Q1: 33,482 shares; 2025Q2: 27,113 shares; 2025Q3: 26,602 shares; 2025Q4: 27,225 shares; 2026Q1: 27,191 shares 27,191 $1.95M 0.01% -34 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,706 shares; 2024Q4: 69,300 shares; 2025Q1: 68,915 shares; 2025Q2: 72,498 shares; 2025Q3: 74,770 shares; 2025Q4: 41,016 shares; 2026Q1: 45,905 shares 45,905 $1.94M 0.01% +4,889 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,842 shares; 2024Q4: 51,712 shares; 2025Q1: 49,072 shares; 2025Q2: 46,347 shares; 2025Q3: 48,452 shares; 2025Q4: 35,155 shares; 2026Q1: 37,926 shares 37,926 $1.92M 0.01% +2,771 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,209 shares; 2024Q4: 20,993 shares; 2025Q1: 45,669 shares; 2025Q2: 51,498 shares; 2025Q3: 46,117 shares; 2025Q4: 49,074 shares; 2026Q1: 46,643 shares 46,643 $1.92M 0.01% -2,431 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,972 shares; 2024Q4: 37,126 shares; 2025Q1: 43,981 shares; 2025Q2: 34,401 shares; 2025Q3: 45,866 shares; 2025Q4: 48,166 shares; 2026Q1: 51,181 shares 51,181 $1.91M 0.01% +3,015 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 33,593 shares; 2025Q1: 37,711 shares; 2025Q2: 36,684 shares; 2025Q3: 36,183 shares; 2025Q4: 47,211 shares; 2026Q1: 72,079 shares 72,079 $1.91M 0.01% +24,868 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; 2024Q2: restricted; 2024Q3: 23,392 shares; 2024Q4: 28,068 shares; 2025Q1: 27,983 shares; 2025Q2: 21,451 shares; 2025Q3: 25,712 shares; 2025Q4: 24,667 shares; 2026Q1: 25,233 shares 25,233 $1.9M 0.01% +566 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; 2024Q2: restricted; 2024Q3: 47,383 shares; 2024Q4: 37,145 shares; 2025Q1: 27,236 shares; 2025Q2: 27,964 shares; 2025Q3: 24,378 shares; 2025Q4: 22,916 shares; 2026Q1: 21,401 shares 21,401 $1.9M 0.01% -1,515 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,607 shares 47,607 $1.89M 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,448 shares; 2025Q1: 179,808 shares; 2025Q2: 31,280 shares; 2025Q3: 34,314 shares; 2025Q4: 39,850 shares; 2026Q1: 38,095 shares 38,095 $1.89M 0.01% -1,755 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 17,298 shares; 2025Q1: 16,834 shares; 2025Q2: 16,074 shares; 2025Q3: 15,974 shares; 2025Q4: 15,435 shares; 2026Q1: 16,194 shares 16,194 $1.88M 0.01% +759 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,881 shares; 2024Q4: 162,854 shares; 2025Q1: 169,060 shares; 2025Q2: 169,018 shares; 2025Q3: 171,087 shares; 2025Q4: 176,847 shares; 2026Q1: 181,879 shares 181,879 $1.87M 0.01% +5,032 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,929 shares; 2024Q4: 100,408 shares; 2025Q1: 34,127 shares; 2025Q2: 32,850 shares; 2025Q3: 31,025 shares; 2025Q4: 28,513 shares; 2026Q1: 27,903 shares 27,903 $1.87M 0.01% -610 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,772 shares; 2024Q4: 37,868 shares; 2025Q1: 38,528 shares; 2025Q2: 35,998 shares; 2025Q3: 35,745 shares; 2025Q4: 34,381 shares; 2026Q1: 35,625 shares 35,625 $1.86M 0.01% +1,244 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,890 shares; 2024Q4: 25,340 shares; 2025Q1: 24,944 shares; 2025Q2: 25,579 shares; 2025Q3: 70,450 shares; 2025Q4: 79,938 shares; 2026Q1: 79,317 shares 79,317 $1.85M 0.01% -621 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,118 shares; 2024Q4: 17,133 shares; 2025Q1: 16,512 shares; 2025Q2: 16,428 shares; 2025Q3: 16,451 shares; 2025Q4: 16,062 shares; 2026Q1: 9,310 shares 9,310 $1.84M 0.01% -6,752 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,310 shares; 2026Q1: 15,953 shares 15,953 $1.84M 0.01% -357 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,798 shares; 2024Q4: 26,520 shares; 2025Q1: 29,161 shares; 2025Q2: 53,593 shares; 2025Q3: 23,541 shares; 2025Q4: 25,288 shares; 2026Q1: 25,087 shares 25,087 $1.82M 0.01% -201 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 12,981 shares; 2025Q1: 12,560 shares; 2025Q2: 11,896 shares; 2025Q3: 12,057 shares; 2025Q4: 17,849 shares; 2026Q1: 12,482 shares 12,482 $1.82M 0.01% -5,367 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,693 shares; 2024Q4: 59,580 shares; 2025Q1: 64,048 shares; 2025Q2: 56,921 shares; 2025Q3: 50,138 shares; 2025Q4: 50,151 shares; 2026Q1: 48,944 shares 48,944 $1.8M 0.01% -1,207 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,308 shares; 2025Q1: 124,168 shares; 2025Q2: 129,742 shares; 2025Q3: 132,373 shares; 2025Q4: 117,218 shares; 2026Q1: 82,440 shares 82,440 $1.8M 0.01% -34,778 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,350 shares; 2026Q1: 28,980 shares 28,980 $1.8M 0.01% +630 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,545 shares; 2025Q1: 8,395 shares; 2025Q2: 8,223 shares; 2025Q3: 7,323 shares; 2025Q4: 6,217 shares; 2026Q1: 5,604 shares 5,604 $1.8M 0.01% -613 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,466 shares; 2025Q4: 17,423 shares; 2026Q1: 21,303 shares 21,303 $1.8M 0.01% +3,880 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,828 shares; 2025Q3: 61,401 shares; 2025Q4: 85,003 shares; 2026Q1: 93,801 shares 93,801 $1.8M 0.01% +8,798 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 13,015 shares; 2025Q4: 17,912 shares; 2026Q1: 19,180 shares 19,180 $1.8M 0.01% +1,268 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,119 shares; 2025Q1: 9,692 shares; 2025Q2: 8,869 shares; 2025Q3: 7,438 shares; 2025Q4: 7,969 shares; 2026Q1: 8,953 shares 8,953 $1.76M 0.01% +984 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 18,879 shares; 2025Q1: 19,377 shares; 2025Q2: 19,340 shares; 2025Q3: 20,277 shares; 2025Q4: 21,049 shares; 2026Q1: 20,150 shares 20,150 $1.76M 0.01% -899 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 41,678 shares; 2025Q1: 43,478 shares; 2025Q2: 25,959 shares; 2025Q3: 51,431 shares; 2025Q4: 60,802 shares; 2026Q1: 43,216 shares 43,216 $1.75M 0.01% -17,586 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,720 shares; 2025Q3: 17,582 shares; 2025Q4: 29,633 shares; 2026Q1: 59,616 shares 59,616 $1.75M 0.01% +29,983 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 12,299 shares; 2025Q1: 55,691 shares; 2025Q2: 49,693 shares; 2025Q3: 49,593 shares; 2025Q4: 48,906 shares; 2026Q1: 48,258 shares 48,258 $1.75M 0.01% -648 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,578 shares; 2024Q4: 24,789 shares; 2025Q1: 26,112 shares; 2025Q2: 29,427 shares; 2025Q3: 31,993 shares; 2025Q4: 28,576 shares; 2026Q1: 27,800 shares 27,800 $1.75M 0.01% -776 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,936 shares; 2024Q4: 25,807 shares; 2025Q1: 24,892 shares; 2025Q2: 23,171 shares; 2025Q3: 19,815 shares; 2025Q4: 20,601 shares; 2026Q1: 20,773 shares 20,773 $1.74M 0.01% +172 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,958 shares; 2026Q1: 68,188 shares 68,188 $1.74M 0.01% +59,230 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,258 shares; 2024Q4: 52,468 shares; 2025Q1: 35,275 shares; 2025Q2: 34,461 shares; 2025Q3: 34,343 shares; 2025Q4: 35,961 shares; 2026Q1: 34,466 shares 34,466 $1.74M 0.01% -1,495 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,260 shares; 2024Q4: 45,825 shares; 2025Q1: 68,284 shares; 2025Q2: 56,414 shares; 2025Q3: 80,095 shares; 2025Q4: 76,524 shares; 2026Q1: 199,015 shares 199,015 $1.74M 0.01% +122,491 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,675 shares; 2025Q4: 18,598 shares; 2026Q1: 18,947 shares 18,947 $1.72M 0.01% +349 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,273 shares; 2025Q1: 15,093 shares; 2025Q2: 15,841 shares; 2025Q3: 15,736 shares; 2025Q4: 16,133 shares; 2026Q1: 18,891 shares 18,891 $1.72M 0.01% +2,758 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,711 shares; 2024Q4: 24,602 shares; 2025Q1: 25,657 shares; 2025Q2: 25,208 shares; 2025Q3: 25,156 shares; 2025Q4: 27,262 shares; 2026Q1: 30,311 shares 30,311 $1.71M 0.01% +3,049 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,534 shares; 2024Q4: 20,982 shares; 2025Q1: 18,634 shares; 2025Q2: 18,645 shares; 2025Q3: 16,825 shares; 2025Q4: 16,720 shares; 2026Q1: 38,750 shares 38,750 $1.7M 0.01% +22,030 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,579 shares; 2025Q4: 21,445 shares; 2026Q1: 21,865 shares 21,865 $1.7M 0.01% +420 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,044 shares 22,044 $1.69M 0.01% new Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,286 shares; 2024Q4: 74,655 shares; 2025Q1: 77,026 shares; 2025Q2: 75,736 shares; 2025Q3: 72,099 shares; 2025Q4: 69,129 shares; 2026Q1: 69,968 shares 69,968 $1.69M 0.01% +839 LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,766 shares; 2026Q1: 36,383 shares 36,383 $1.68M 0.01% +617 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,158 shares; 2024Q4: 46,647 shares; 2025Q1: 45,448 shares; 2025Q2: 49,907 shares; 2025Q3: 68,973 shares; 2025Q4: 73,750 shares; 2026Q1: 36,036 shares 36,036 $1.67M 0.01% -37,714 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,317 shares; 2024Q4: 24,910 shares; 2025Q1: 27,419 shares; 2025Q2: 27,318 shares; 2025Q3: 27,129 shares; 2025Q4: 27,893 shares; 2026Q1: 24,054 shares 24,054 $1.67M 0.01% -3,839 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 3,949 shares; 2025Q1: 13,763 shares; 2025Q2: 13,400 shares; 2025Q3: 13,005 shares; 2025Q4: 12,998 shares; 2026Q1: 13,266 shares 13,266 $1.66M 0.01% +268 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 9,822 shares; 2025Q1: 9,520 shares; 2025Q2: 10,011 shares; 2025Q3: 9,811 shares; 2025Q4: 11,310 shares; 2026Q1: 14,462 shares 14,462 $1.66M 0.01% +3,152 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,478 shares 49,478 $1.65M 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,674 shares; 2025Q1: 1,800 shares; 2025Q2: 1,844 shares; 2025Q3: 1,952 shares; 2025Q4: 2,108 shares; 2026Q1: 2,923 shares 2,923 $1.64M 0.01% +815 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,448 shares; 2025Q1: 11,970 shares; 2025Q2: 13,395 shares; 2025Q3: 30,531 shares; 2025Q4: 29,099 shares; 2026Q1: 44,689 shares 44,689 $1.64M 0.01% +15,590 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,417 shares; 2024Q4: 10,646 shares; 2025Q1: 9,647 shares; 2025Q2: 9,775 shares; 2025Q3: 9,687 shares; 2025Q4: 25,296 shares; 2026Q1: 31,101 shares 31,101 $1.63M 0.01% +5,805 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,148 shares; 2026Q1: 18,816 shares 18,816 $1.63M 0.01% -1,332 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 30,007 shares; 2025Q1: 33,016 shares; 2025Q2: 47,229 shares; 2025Q3: 114,803 shares; 2025Q4: 130,500 shares; 2026Q1: 131,230 shares 131,230 $1.63M 0.01% +730 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 27,862 shares; 2025Q1: 27,157 shares; 2025Q2: 28,900 shares; 2025Q3: 28,502 shares; 2025Q4: 27,847 shares; 2026Q1: 28,501 shares 28,501 $1.63M 0.01% +654 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,337 shares; 2024Q4: 122,335 shares; 2025Q1: 127,348 shares; 2025Q2: 130,410 shares; 2025Q3: 135,190 shares; 2025Q4: 140,898 shares; 2026Q1: 148,012 shares 148,012 $1.62M 0.01% +7,114 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,405 shares; 2024Q4: 81,527 shares; 2025Q1: 89,112 shares; 2025Q2: 88,132 shares; 2025Q3: 84,089 shares; 2025Q4: 81,719 shares; 2026Q1: 85,556 shares 85,556 $1.62M 0.01% +3,837 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 80,852 shares; 2025Q1: 89,040 shares; 2025Q2: 88,747 shares; 2025Q3: 82,432 shares; 2025Q4: 76,879 shares; 2026Q1: 77,537 shares 77,537 $1.61M 0.01% +658 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 19,031 shares; 2025Q1: 19,354 shares; 2025Q2: 19,354 shares; 2025Q3: 19,354 shares; 2025Q4: 19,439 shares; 2026Q1: 19,464 shares 19,464 $1.61M 0.01% +25 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,432 shares; 2025Q4: 32,374 shares; 2026Q1: 40,263 shares 40,263 $1.6M 0.01% +7,889 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,017 shares; 2025Q1: 23,224 shares; 2025Q2: 23,116 shares; 2025Q3: 23,236 shares; 2025Q4: 23,569 shares; 2026Q1: 22,559 shares 22,559 $1.6M 0.01% -1,010 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,804 shares; 2025Q1: 5,849 shares; 2025Q2: 6,228 shares; 2025Q3: 5,275 shares; 2025Q4: 9,325 shares; 2026Q1: 9,256 shares 9,256 $1.6M 0.01% -69 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,979 shares; 2024Q4: 24,680 shares; 2025Q1: 23,095 shares; 2025Q2: 22,143 shares; 2025Q3: 19,680 shares; 2025Q4: 14,302 shares; 2026Q1: 13,442 shares 13,442 $1.59M 0.01% -860 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,199 shares; 2025Q1: 9,210 shares; 2025Q2: 11,815 shares; 2025Q3: 11,972 shares; 2025Q4: 14,503 shares; 2026Q1: 15,061 shares 15,061 $1.58M 0.01% +558 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; 2024Q2: restricted; 2024Q3: 36,108 shares; 2024Q4: 35,055 shares; 2025Q1: 36,138 shares; 2025Q2: 33,814 shares; 2025Q3: 17,866 shares; 2025Q4: 17,629 shares; 2026Q1: 20,590 shares 20,590 $1.57M 0.01% +2,961 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 3,874 shares; 2025Q1: 3,665 shares; 2025Q2: 3,676 shares; 2025Q3: 3,641 shares; 2025Q4: 5,608 shares; 2026Q1: 7,433 shares 7,433 $1.57M 0.01% +1,825 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,759 shares; 2024Q4: 78,591 shares; 2025Q1: 78,782 shares; 2025Q2: 80,925 shares; 2025Q3: 81,106 shares; 2025Q4: 81,938 shares; 2026Q1: 78,850 shares 78,850 $1.57M 0.01% -3,088 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,944 shares; 2025Q1: 13,019 shares; 2025Q2: 12,177 shares; 2025Q3: 12,126 shares; 2025Q4: 12,456 shares; 2026Q1: 12,241 shares 12,241 $1.57M 0.01% -215 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; 2024Q2: restricted; 2024Q3: 122,839 shares; 2024Q4: 31,044 shares; 2025Q1: 33,352 shares; 2025Q2: 50,808 shares; 2025Q3: 47,130 shares; 2025Q4: 48,892 shares; 2026Q1: 50,933 shares 50,933 $1.56M 0.01% +2,041 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,766 shares; 2025Q1: 15,766 shares; 2025Q2: 15,646 shares; 2025Q3: 15,646 shares; 2025Q4: 15,696 shares; 2026Q1: 17,996 shares 17,996 $1.56M 0.01% +2,300 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 38,350 shares; 2025Q1: 36,160 shares; 2025Q2: 33,964 shares; 2025Q3: 34,514 shares; 2025Q4: 34,767 shares; 2026Q1: 33,857 shares 33,857 $1.55M 0.01% -910 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,708 shares 60,708 $1.55M 0.01% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,268 shares; 2025Q1: 18,611 shares; 2025Q2: 19,318 shares; 2025Q3: 20,613 shares; 2025Q4: 21,487 shares; 2026Q1: 22,290 shares 22,290 $1.55M 0.01% +803 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,120 shares; 2024Q4: 36,645 shares; 2025Q1: 39,522 shares; 2025Q2: 39,849 shares; 2025Q3: 40,499 shares; 2025Q4: 40,781 shares; 2026Q1: 42,222 shares 42,222 $1.55M 0.01% +1,441 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,740 shares; 2024Q4: 15,451 shares; 2025Q1: 24,303 shares; 2025Q2: 12,091 shares; 2025Q3: 17,841 shares; 2025Q4: 18,456 shares; 2026Q1: 38,595 shares 38,595 $1.55M 0.01% +20,139 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,816 shares; 2024Q4: 27,321 shares; 2025Q1: 32,348 shares; 2025Q2: 31,011 shares; 2025Q3: 20,127 shares; 2025Q4: 21,025 shares; 2026Q1: 18,906 shares 18,906 $1.54M 0.01% -2,119 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 82 shares; 2025Q1: 130 shares; 2025Q2: 169 shares; 2025Q3: 180 shares; 2025Q4: 200 shares; 2026Q1: 234 shares 234 $1.54M 0.01% +34 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,102 shares; 2024Q4: 70,770 shares; 2025Q1: 74,566 shares; 2025Q2: 74,166 shares; 2025Q3: 76,481 shares; 2025Q4: 81,737 shares; 2026Q1: 87,624 shares 87,624 $1.54M 0.01% +5,887 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 4,942 shares; 2025Q1: 4,668 shares; 2025Q2: 4,568 shares; 2025Q3: 4,504 shares; 2025Q4: 4,551 shares; 2026Q1: 16,889 shares 16,889 $1.53M 0.01% +12,338 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 31,260 shares; 2025Q1: 71,105 shares; 2025Q2: 84,613 shares; 2025Q3: 92,818 shares; 2025Q4: 77,769 shares; 2026Q1: 67,918 shares 67,918 $1.53M 0.01% -9,851 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,575 shares; 2025Q4: 38,798 shares; 2026Q1: 50,376 shares 50,376 $1.51M 0.01% +11,578 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 13,393 shares; 2025Q1: 14,022 shares; 2025Q2: 13,968 shares; 2025Q3: 14,553 shares; 2025Q4: 29,290 shares; 2026Q1: 30,254 shares 30,254 $1.51M 0.01% +964 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,065 shares; 2024Q4: 18,968 shares; 2025Q1: 18,569 shares; 2025Q2: 16,074 shares; 2025Q3: 19,040 shares; 2025Q4: 19,392 shares; 2026Q1: 20,199 shares 20,199 $1.5M 0.01% +807 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,099 shares; 2024Q4: 16,362 shares; 2025Q1: 16,122 shares; 2025Q2: 15,659 shares; 2025Q3: 15,454 shares; 2025Q4: 15,156 shares; 2026Q1: 14,560 shares 14,560 $1.5M 0.01% -596 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,230 shares; 2025Q4: 68,659 shares; 2026Q1: 75,883 shares 75,883 $1.5M 0.01% +7,224 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 14,215 shares; 2025Q1: 13,905 shares; 2025Q2: 38,962 shares; 2025Q3: 33,742 shares; 2025Q4: 39,776 shares; 2026Q1: 31,975 shares 31,975 $1.5M 0.01% -7,801 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,556 shares; 2025Q3: 14,410 shares; 2025Q4: 17,575 shares; 2026Q1: 21,653 shares 21,653 $1.5M 0.01% +4,078 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,969 shares 22,969 $1.5M 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,196 shares; 2025Q1: 7,210 shares; 2025Q2: 6,438 shares; 2025Q3: 6,515 shares; 2025Q4: 6,490 shares; 2026Q1: 7,869 shares 7,869 $1.49M 0.01% +1,379 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 11,482 shares; 2025Q1: 12,924 shares; 2025Q2: 12,405 shares; 2025Q3: 15,251 shares; 2025Q4: 15,334 shares; 2026Q1: 14,971 shares 14,971 $1.49M 0.01% -363 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,623 shares; 2025Q1: 38,547 shares; 2025Q2: 38,278 shares; 2025Q3: 37,361 shares; 2025Q4: 37,415 shares; 2026Q1: 37,507 shares 37,507 $1.48M 0.01% +92 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 19,737 shares; 2025Q1: 19,593 shares; 2025Q2: 19,543 shares; 2025Q3: 19,142 shares; 2025Q4: 19,097 shares; 2026Q1: 18,112 shares 18,112 $1.48M 0.01% -985 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,536 shares 91,536 $1.47M 0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,296 shares; 2025Q4: 30,430 shares; 2026Q1: 37,198 shares 37,198 $1.47M 0.01% +6,768 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,548 shares; 2024Q4: 52,840 shares; 2025Q1: 67,113 shares; 2025Q2: 64,867 shares; 2025Q3: 65,039 shares; 2025Q4: 68,934 shares; 2026Q1: 69,175 shares 69,175 $1.46M 0.01% +241 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; 2024Q2: restricted; 2024Q3: 44,780 shares; 2024Q4: 44,738 shares; 2025Q1: 44,794 shares; 2025Q2: 40,600 shares; 2025Q3: 40,885 shares; 2025Q4: 42,276 shares; 2026Q1: 42,952 shares 42,952 $1.46M 0.01% +676 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,051 shares; 2025Q1: 1,079 shares; 2025Q2: 1,341 shares; 2025Q3: 1,086 shares; 2025Q4: 2,309 shares; 2026Q1: 3,360 shares 3,360 $1.46M 0.01% +1,051 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,814 shares; 2024Q4: 53,442 shares; 2025Q1: 53,442 shares; 2025Q2: 55,614 shares; 2025Q3: 56,646 shares; 2025Q4: 54,868 shares; 2026Q1: 57,812 shares 57,812 $1.45M 0.01% +2,944 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,181 shares; 2025Q1: 13,726 shares; 2025Q2: 12,562 shares; 2025Q3: 24,674 shares; 2025Q4: 23,044 shares; 2026Q1: 26,673 shares 26,673 $1.44M 0.01% +3,629 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,602 shares; 2024Q4: 80,484 shares; 2025Q1: 82,921 shares; 2025Q2: 82,969 shares; 2025Q3: 83,016 shares; 2025Q4: 83,064 shares; 2026Q1: 83,645 shares 83,645 $1.43M 0.01% +581 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 13,195 shares; 2025Q1: 11,595 shares; 2025Q2: 11,689 shares; 2025Q3: 11,350 shares; 2025Q4: 11,338 shares; 2026Q1: 10,041 shares 10,041 $1.43M 0.01% -1,297 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 9,195 shares; 2025Q1: 9,526 shares; 2025Q2: 10,273 shares; 2025Q3: 10,924 shares; 2025Q4: 11,402 shares; 2026Q1: 11,480 shares 11,480 $1.43M 0.01% +78 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,616 shares; 2025Q1: 7,207 shares; 2025Q2: 6,579 shares; 2025Q3: 6,272 shares; 2025Q4: 6,292 shares; 2026Q1: 6,319 shares 6,319 $1.42M 0.01% +27 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,543 shares; 2024Q4: 57,751 shares; 2025Q1: 57,336 shares; 2025Q2: 56,033 shares; 2025Q3: 53,213 shares; 2025Q4: 33,140 shares; 2026Q1: 30,100 shares 30,100 $1.42M 0.01% -3,040 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 2,801 shares; 2025Q4: 3,970 shares; 2026Q1: 12,052 shares 12,052 $1.42M 0.01% +8,082 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,183 shares; 2024Q4: 66,319 shares; 2025Q1: 64,193 shares; 2025Q2: 69,330 shares; 2025Q3: 70,285 shares; 2025Q4: 75,028 shares; 2026Q1: 79,567 shares 79,567 $1.42M 0.01% +4,539 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 14,785 shares; 2025Q1: 14,786 shares; 2025Q2: 14,422 shares; 2025Q3: 13,798 shares; 2025Q4: 14,191 shares; 2026Q1: 14,194 shares 14,194 $1.41M 0.01% +3 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 24,045 shares; 2025Q1: 23,484 shares; 2025Q2: 23,465 shares; 2025Q3: 22,440 shares; 2025Q4: 21,579 shares; 2026Q1: 21,114 shares 21,114 $1.4M 0.01% -465 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,640 shares; 2024Q4: 34,489 shares; 2025Q1: 33,341 shares; 2025Q2: 30,961 shares; 2025Q3: 32,711 shares; 2025Q4: 32,304 shares; 2026Q1: 31,881 shares 31,881 $1.4M 0.01% -423 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,072 shares; 2024Q4: 671,072 shares; 2025Q1: 614,272 shares; 2025Q2: 614,272 shares; 2025Q3: 614,272 shares; 2025Q4: 539,272 shares; 2026Q1: 539,272 shares 539,272 $1.39M 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 15,729 shares; 2025Q1: not reported; 2025Q2: 9,797 shares; 2025Q3: 11,564 shares; 2025Q4: 20,770 shares; 2026Q1: 21,099 shares 21,099 $1.38M 0.01% +329 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,162 shares; 2025Q3: 31,737 shares; 2025Q4: 32,240 shares; 2026Q1: 32,283 shares 32,283 $1.38M 0.01% +43 Timeline VUSB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,261 shares; 2025Q4: 25,966 shares; 2026Q1: 27,608 shares 27,608 $1.37M 0.01% +1,642 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,767 shares; 2025Q1: 8,687 shares; 2025Q2: 8,662 shares; 2025Q3: 7,062 shares; 2025Q4: 7,202 shares; 2026Q1: 9,355 shares 9,355 $1.36M 0.01% +2,153 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,113 shares; 2025Q1: 25,785 shares; 2025Q2: not reported; 2025Q3: 75,306 shares; 2025Q4: 75,500 shares; 2026Q1: 31,904 shares 31,904 $1.35M 0.01% -43,596 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; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,697 shares; 2025Q1: 4,388 shares; 2025Q2: 4,448 shares; 2025Q3: 4,563 shares; 2025Q4: 4,915 shares; 2026Q1: 5,708 shares 5,708 $1.35M 0.01% +793 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 5,769 shares; 2025Q1: 5,119 shares; 2025Q2: 3,726 shares; 2025Q3: 13,131 shares; 2025Q4: 17,585 shares; 2026Q1: 10,607 shares 10,607 $1.35M 0.01% -6,978 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,915 shares; 2025Q1: 3,147 shares; 2025Q2: 3,258 shares; 2025Q3: 3,423 shares; 2025Q4: 4,953 shares; 2026Q1: 4,855 shares 4,855 $1.35M 0.01% -98 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,584 shares; 2024Q4: 13,595 shares; 2025Q1: 13,228 shares; 2025Q2: 13,238 shares; 2025Q3: 13,716 shares; 2025Q4: 14,028 shares; 2026Q1: 14,955 shares 14,955 $1.35M 0.01% +927 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,217 shares; 2025Q1: 9,227 shares; 2025Q2: 6,471 shares; 2025Q3: 8,014 shares; 2025Q4: 11,917 shares; 2026Q1: 12,138 shares 12,138 $1.35M 0.01% +221 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,406 shares 3,406 $1.34M 0.01% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,568 shares; 2024Q4: 42,318 shares; 2025Q1: 43,628 shares; 2025Q2: 46,200 shares; 2025Q3: 47,495 shares; 2025Q4: 49,839 shares; 2026Q1: 55,900 shares 55,900 $1.34M 0.01% +6,061 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,075 shares 19,075 $1.34M 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 11,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,560 shares; 2025Q3: 12,563 shares; 2025Q4: 12,096 shares; 2026Q1: 14,287 shares 14,287 $1.34M 0.01% +2,191 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 11,894 shares; 2025Q1: 16,278 shares; 2025Q2: 12,402 shares; 2025Q3: 12,428 shares; 2025Q4: 11,156 shares; 2026Q1: 12,391 shares 12,391 $1.32M 0.01% +1,235 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,898 shares; 2024Q4: 31,383 shares; 2025Q1: 44,727 shares; 2025Q2: 115,872 shares; 2025Q3: 155,751 shares; 2025Q4: 81,870 shares; 2026Q1: 75,408 shares 75,408 $1.31M 0.01% -6,462 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,516 shares; 2025Q1: 5,469 shares; 2025Q2: 4,857 shares; 2025Q3: 5,389 shares; 2025Q4: 5,620 shares; 2026Q1: 4,481 shares 4,481 $1.31M 0.01% -1,139 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,373 shares; 2024Q4: 125,539 shares; 2025Q1: 134,958 shares; 2025Q2: 153,445 shares; 2025Q3: 152,334 shares; 2025Q4: 64,706 shares; 2026Q1: 69,281 shares 69,281 $1.31M 0.01% +4,575 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 55,151 shares; 2025Q1: 159,265 shares; 2025Q2: 192,129 shares; 2025Q3: 197,780 shares; 2025Q4: 186,949 shares; 2026Q1: 178,869 shares 178,869 $1.3M 0.01% -8,080 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 21,973 shares; 2025Q1: 22,474 shares; 2025Q2: 23,041 shares; 2025Q3: 23,249 shares; 2025Q4: 24,148 shares; 2026Q1: 25,726 shares 25,726 $1.3M 0.01% +1,578 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,262 shares 14,262 $1.3M 0.01% new Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,941 shares; 2024Q4: 60,913 shares; 2025Q1: 59,188 shares; 2025Q2: 45,933 shares; 2025Q3: 45,580 shares; 2025Q4: 39,019 shares; 2026Q1: 36,536 shares 36,536 $1.29M 0.01% -2,483 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198 shares; 2025Q4: 1,299 shares; 2026Q1: 12,439 shares 12,439 $1.28M 0.01% +11,140 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 12,511 shares; 2025Q1: 12,411 shares; 2025Q2: 12,947 shares; 2025Q3: 12,511 shares; 2025Q4: 12,511 shares; 2026Q1: 14,053 shares 14,053 $1.27M 0.01% +1,542 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; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 3,600 shares; 2025Q1: 2,488 shares; 2025Q2: 2,356 shares; 2025Q3: 1,731 shares; 2025Q4: 1,733 shares; 2026Q1: 1,723 shares 1,723 $1.27M 0.01% -10 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,669 shares; 2025Q4: 14,091 shares; 2026Q1: 15,065 shares 15,065 $1.27M 0.01% +974 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; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,442 shares; 2025Q1: 6,621 shares; 2025Q2: 6,224 shares; 2025Q3: 6,506 shares; 2025Q4: 7,480 shares; 2026Q1: 9,331 shares 9,331 $1.26M 0.01% +1,851 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,914 shares; 2024Q4: 28,967 shares; 2025Q1: 33,289 shares; 2025Q2: 34,396 shares; 2025Q3: 34,668 shares; 2025Q4: 33,582 shares; 2026Q1: 31,228 shares 31,228 $1.26M 0.01% -2,354 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 14,016 shares; 2025Q1: 11,874 shares; 2025Q2: 12,126 shares; 2025Q3: 11,912 shares; 2025Q4: 12,416 shares; 2026Q1: 5,377 shares 5,377 $1.26M 0.01% -7,039 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 19,870 shares; 2025Q1: 14,764 shares; 2025Q2: 14,124 shares; 2025Q3: 17,639 shares; 2025Q4: 16,628 shares; 2026Q1: 28,089 shares 28,089 $1.25M 0.01% +11,461 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,290 shares; 2025Q1: 40,790 shares; 2025Q2: 38,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,090 shares 37,090 $1.25M 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,998 shares; 2025Q1: 12,937 shares; 2025Q2: 12,722 shares; 2025Q3: 12,648 shares; 2025Q4: 12,854 shares; 2026Q1: 13,296 shares 13,296 $1.24M 0.01% +442 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; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 11,925 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,250 shares; 2025Q4: 7,350 shares; 2026Q1: 13,495 shares 13,495 $1.24M 0.01% +6,145 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 36,456 shares; 2025Q1: 46,300 shares; 2025Q2: 99,375 shares; 2025Q3: 123,278 shares; 2025Q4: 125,196 shares; 2026Q1: 105,292 shares 105,292 $1.23M 0.01% -19,904 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,289 shares; 2025Q2: 100,169 shares; 2025Q3: 101,702 shares; 2025Q4: 102,899 shares; 2026Q1: 24,718 shares 24,718 $1.23M 0.01% -78,181 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,832 shares 24,832 $1.22M 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,207 shares; 2025Q1: 4,178 shares; 2025Q2: 4,179 shares; 2025Q3: 4,180 shares; 2025Q4: 4,162 shares; 2026Q1: 3,269 shares 3,269 $1.21M 0.01% -893 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,226 shares; 2024Q4: 87,206 shares; 2025Q1: 85,568 shares; 2025Q2: 85,455 shares; 2025Q3: 89,071 shares; 2025Q4: 92,782 shares; 2026Q1: 96,040 shares 96,040 $1.21M 0.01% +3,258 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,226 shares; 2024Q4: 64,728 shares; 2025Q1: 58,055 shares; 2025Q2: 67,571 shares; 2025Q3: 66,536 shares; 2025Q4: 64,285 shares; 2026Q1: 70,364 shares 70,364 $1.21M 0.01% +6,079 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 21,028 shares; 2025Q1: 22,710 shares; 2025Q2: 23,062 shares; 2025Q3: 24,932 shares; 2025Q4: 25,237 shares; 2026Q1: 25,357 shares 25,357 $1.2M 0.01% +120 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,308 shares; 2025Q1: 2,424 shares; 2025Q2: 2,456 shares; 2025Q3: 2,090 shares; 2025Q4: 2,165 shares; 2026Q1: 2,956 shares 2,956 $1.2M 0.01% +791 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,379 shares; 2025Q1: 8,785 shares; 2025Q2: 8,017 shares; 2025Q3: 9,677 shares; 2025Q4: 13,062 shares; 2026Q1: 19,216 shares 19,216 $1.2M 0.01% +6,154 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,875 shares; 2025Q4: 42,854 shares; 2026Q1: 24,923 shares 24,923 $1.2M 0.01% -17,931 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,492 shares; 2025Q4: 7,314 shares; 2026Q1: 13,712 shares 13,712 $1.2M 0.01% +6,398 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,001 shares; 2025Q1: 1,009 shares; 2025Q2: 986 shares; 2025Q3: 1,026 shares; 2025Q4: 1,055 shares; 2026Q1: 1,038 shares 1,038 $1.2M 0.01% -17 NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 14,770 shares; 2025Q1: 26,020 shares; 2025Q2: 54,120 shares; 2025Q3: 64,220 shares; 2025Q4: 84,000 shares; 2026Q1: 93,260 shares 93,260 $1.2M 0.01% +9,260 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,586 shares; 2025Q1: 24,853 shares; 2025Q2: 25,062 shares; 2025Q3: 25,434 shares; 2025Q4: 25,121 shares; 2026Q1: 10,621 shares 10,621 $1.19M 0.01% -14,500 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,233 shares; 2026Q1: 16,893 shares 16,893 $1.19M 0.01% -1,340 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 55,599 shares; 2025Q2: 56,603 shares; 2025Q3: 60,295 shares; 2025Q4: 62,301 shares; 2026Q1: 67,262 shares 67,262 $1.18M 0.01% +4,961 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,253 shares; 2024Q4: 14,455 shares; 2025Q1: 13,555 shares; 2025Q2: 10,448 shares; 2025Q3: 10,361 shares; 2025Q4: 10,222 shares; 2026Q1: 10,138 shares 10,138 $1.18M 0.01% -84 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 25,464 shares; 2025Q1: 25,983 shares; 2025Q2: 26,276 shares; 2025Q3: 25,527 shares; 2025Q4: 23,875 shares; 2026Q1: 23,943 shares 23,943 $1.17M 0.01% +68 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,843 shares; 2025Q3: 26,024 shares; 2025Q4: 31,148 shares; 2026Q1: 41,548 shares 41,548 $1.17M 0.01% +10,400 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,207 shares 10,207 $1.17M 0.01% new Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 215,000 shares; 2025Q3: 220,000 shares; 2025Q4: 220,000 shares; 2026Q1: 354,250 shares 354,250 $1.17M 0.01% +134,250 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,698 shares; 2025Q1: 4,726 shares; 2025Q2: 4,732 shares; 2025Q3: 4,732 shares; 2025Q4: 4,741 shares; 2026Q1: 4,690 shares 4,690 $1.17M 0.01% -51 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,321 shares; 2025Q1: 8,194 shares; 2025Q2: 8,115 shares; 2025Q3: 8,507 shares; 2025Q4: 10,163 shares; 2026Q1: 9,839 shares 9,839 $1.17M 0.01% -324 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,085 shares; 2025Q1: 5,693 shares; 2025Q2: 23,847 shares; 2025Q3: 5,072 shares; 2025Q4: 4,930 shares; 2026Q1: 4,305 shares 4,305 $1.16M 0.01% -625 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,428 shares; 2025Q3: 3,716 shares; 2025Q4: 3,867 shares; 2026Q1: 5,169 shares 5,169 $1.16M 0.01% +1,302 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; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 20,784 shares; 2025Q1: 21,204 shares; 2025Q2: 20,089 shares; 2025Q3: 22,073 shares; 2025Q4: 23,528 shares; 2026Q1: 23,034 shares 23,034 $1.16M 0.01% -494 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 18,362 shares; 2025Q1: 23,277 shares; 2025Q2: 30,034 shares; 2025Q3: 32,367 shares; 2025Q4: 41,460 shares; 2026Q1: 45,400 shares 45,400 $1.16M 0.01% +3,940 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 19,306 shares; 2025Q1: 20,116 shares; 2025Q2: 20,522 shares; 2025Q3: 21,382 shares; 2025Q4: 23,777 shares; 2026Q1: 25,180 shares 25,180 $1.16M 0.01% +1,403 FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,184 shares; 2025Q4: 13,782 shares; 2026Q1: 24,808 shares 24,808 $1.15M 0.01% +11,026 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 13,463 shares; 2025Q1: 12,134 shares; 2025Q2: 9,350 shares; 2025Q3: 12,281 shares; 2025Q4: 15,065 shares; 2026Q1: 14,000 shares 14,000 $1.15M 0.01% -1,065 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,495 shares; 2024Q4: 162,495 shares; 2025Q1: 168,628 shares; 2025Q2: 183,088 shares; 2025Q3: 210,859 shares; 2025Q4: 192,076 shares; 2026Q1: 205,380 shares 205,380 $1.14M 0.01% +13,304 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,659 shares; 2024Q4: 26,455 shares; 2025Q1: 26,558 shares; 2025Q2: 27,291 shares; 2025Q3: 25,704 shares; 2025Q4: 26,307 shares; 2026Q1: 22,804 shares 22,804 $1.13M 0.01% -3,503 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; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,413 shares; 2025Q1: 4,323 shares; 2025Q2: 4,206 shares; 2025Q3: 10,586 shares; 2025Q4: 11,350 shares; 2026Q1: 11,225 shares 11,225 $1.13M 0.01% -125 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 37,660 shares; 2025Q1: 39,261 shares; 2025Q2: 38,991 shares; 2025Q3: 40,588 shares; 2025Q4: 41,965 shares; 2026Q1: 42,239 shares 42,239 $1.13M 0.01% +274 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,877 shares; 2025Q4: 14,877 shares; 2026Q1: 14,877 shares 14,877 $1.13M 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 7,240 shares; 2025Q1: 7,021 shares; 2025Q2: 7,036 shares; 2025Q3: 7,016 shares; 2025Q4: 6,049 shares; 2026Q1: 6,253 shares 6,253 $1.13M 0.01% +204 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 10,408 shares; 2025Q1: 10,158 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares; 2025Q4: 10,096 shares; 2026Q1: 10,025 shares 10,025 $1.12M 0.01% -71 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 17,460 shares; 2025Q1: 17,226 shares; 2025Q2: 17,057 shares; 2025Q3: 17,009 shares; 2025Q4: 14,269 shares; 2026Q1: 15,959 shares 15,959 $1.12M 0.01% +1,690 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,349 shares; 2024Q4: 117,260 shares; 2025Q1: 181,350 shares; 2025Q2: 268,452 shares; 2025Q3: 193,994 shares; 2025Q4: 136,188 shares; 2026Q1: 132,676 shares 132,676 $1.12M 0.01% -3,512 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 22,751 shares; 2025Q1: 21,771 shares; 2025Q2: 20,957 shares; 2025Q3: 23,245 shares; 2025Q4: 24,188 shares; 2026Q1: 24,703 shares 24,703 $1.12M 0.01% +515 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,784 shares; 2025Q1: 5,810 shares; 2025Q2: 6,249 shares; 2025Q3: 12,043 shares; 2025Q4: 5,251 shares; 2026Q1: 4,470 shares 4,470 $1.12M 0.01% -781 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 7,444 shares; 2025Q4: 9,232 shares; 2026Q1: 9,430 shares 9,430 $1.12M 0.01% +198 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,350 shares; 2024Q4: 61,272 shares; 2025Q1: 65,112 shares; 2025Q2: 67,463 shares; 2025Q3: 67,950 shares; 2025Q4: 67,957 shares; 2026Q1: 64,710 shares 64,710 $1.11M 0.01% -3,247 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,190 shares; 2024Q4: 41,398 shares; 2025Q1: 34,683 shares; 2025Q2: 23,152 shares; 2025Q3: 23,027 shares; 2025Q4: 16,648 shares; 2026Q1: 17,006 shares 17,006 $1.11M 0.01% +358 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,089 shares; 2025Q1: 8,601 shares; 2025Q2: 8,598 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares; 2026Q1: 9,092 shares 9,092 $1.1M 0.01% +532 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; 2024Q2: restricted; 2024Q3: 39,670 shares; 2024Q4: 36,203 shares; 2025Q1: 38,343 shares; 2025Q2: 31,816 shares; 2025Q3: 32,095 shares; 2025Q4: 28,824 shares; 2026Q1: 27,408 shares 27,408 $1.1M 0.01% -1,416 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,551 shares; 2024Q4: 117,961 shares; 2025Q1: 151,817 shares; 2025Q2: 45,278 shares; 2025Q3: 35,328 shares; 2025Q4: 36,380 shares; 2026Q1: 20,972 shares 20,972 $1.1M 0.01% -15,408 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,972 shares; 2025Q2: 9,565 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,074 shares 12,074 $1.1M 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 22,777 shares; 2025Q1: 23,546 shares; 2025Q2: 23,281 shares; 2025Q3: 24,129 shares; 2025Q4: 23,448 shares; 2026Q1: 28,783 shares 28,783 $1.1M 0.01% +5,335 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,331 shares; 2025Q2: 17,554 shares; 2025Q3: 29,111 shares; 2025Q4: 30,803 shares; 2026Q1: 23,962 shares 23,962 $1.08M 0.01% -6,841 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 28,072 shares; 2025Q1: 27,272 shares; 2025Q2: 24,872 shares; 2025Q3: 22,132 shares; 2025Q4: 21,632 shares; 2026Q1: 22,318 shares 22,318 $1.08M 0.01% +686 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; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,018 shares; 2025Q1: 2,652 shares; 2025Q2: 3,350 shares; 2025Q3: 3,407 shares; 2025Q4: 3,451 shares; 2026Q1: 3,301 shares 3,301 $1.08M 0.01% -150 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 13,915 shares; 2025Q1: 5,511 shares; 2025Q2: 5,523 shares; 2025Q3: 6,403 shares; 2025Q4: 6,042 shares; 2026Q1: 8,540 shares 8,540 $1.08M 0.01% +2,498 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,051 shares; 2024Q4: 14,817 shares; 2025Q1: 2,595 shares; 2025Q2: 2,474 shares; 2025Q3: 2,416 shares; 2025Q4: 4,133 shares; 2026Q1: 7,455 shares 7,455 $1.08M 0.01% +3,322 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 15,202 shares; 2025Q1: 15,660 shares; 2025Q2: 16,195 shares; 2025Q3: 15,435 shares; 2025Q4: 17,033 shares; 2026Q1: 18,531 shares 18,531 $1.08M 0.01% +1,498 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,501 shares; 2024Q4: 72,738 shares; 2025Q1: 77,630 shares; 2025Q2: 76,101 shares; 2025Q3: 75,101 shares; 2025Q4: 75,101 shares; 2026Q1: 78,203 shares 78,203 $1.08M 0.01% +3,102 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,256 shares; 2024Q4: 100,170 shares; 2025Q1: 90,695 shares; 2025Q2: 90,453 shares; 2025Q3: 216,958 shares; 2025Q4: 220,382 shares; 2026Q1: 231,996 shares 231,996 $1.07M 0.01% +11,614 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,481 shares; 2025Q1: not reported; 2025Q2: 24,314 shares; 2025Q3: 25,858 shares; 2025Q4: 24,262 shares; 2026Q1: 24,293 shares 24,293 $1.07M 0.01% +31 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 4,147 shares; 2025Q4: 4,029 shares; 2026Q1: 4,019 shares 4,019 $1.07M 0.01% -10 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,657 shares; 2025Q3: 35,645 shares; 2025Q4: 36,725 shares; 2026Q1: 36,975 shares 36,975 $1.06M 0.01% +250 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 10,708 shares; 2025Q1: 11,107 shares; 2025Q2: 12,980 shares; 2025Q3: 12,937 shares; 2025Q4: 14,707 shares; 2026Q1: 12,771 shares 12,771 $1.06M 0.01% -1,936 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,166 shares; 2025Q2: 6,154 shares; 2025Q3: 6,000 shares; 2025Q4: 7,279 shares; 2026Q1: 9,535 shares 9,535 $1.06M 0.01% +2,256 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,896 shares; 2024Q4: 91,914 shares; 2025Q1: 90,847 shares; 2025Q2: 76,991 shares; 2025Q3: 77,459 shares; 2025Q4: 76,543 shares; 2026Q1: 73,990 shares 73,990 $1.05M 0.01% -2,553 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 22,084 shares; 2025Q1: 21,987 shares; 2025Q2: 21,987 shares; 2025Q3: 22,113 shares; 2025Q4: 21,613 shares; 2026Q1: 21,491 shares 21,491 $1.05M 0.01% -122 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 8,959 shares; 2025Q1: 8,971 shares; 2025Q2: 5,539 shares; 2025Q3: 14,124 shares; 2025Q4: 14,307 shares; 2026Q1: 14,707 shares 14,707 $1.05M 0.01% +400 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,778 shares; 2025Q1: 3,837 shares; 2025Q2: 4,876 shares; 2025Q3: 13,701 shares; 2025Q4: 5,749 shares; 2026Q1: 6,197 shares 6,197 $1.05M 0.01% +448 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,735 shares 10,735 $1.04M 0.01% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,151 shares; 2024Q4: 76,013 shares; 2025Q1: 97,926 shares; 2025Q2: 114,513 shares; 2025Q3: 111,311 shares; 2025Q4: 109,484 shares; 2026Q1: 105,792 shares 105,792 $1.04M 0.01% -3,692 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 10,274 shares; 2025Q1: 10,089 shares; 2025Q2: 9,689 shares; 2025Q3: 9,033 shares; 2025Q4: 8,552 shares; 2026Q1: 8,128 shares 8,128 $1.04M 0.01% -424 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,484 shares; 2025Q1: 4,772 shares; 2025Q2: 4,460 shares; 2025Q3: 4,514 shares; 2025Q4: 6,036 shares; 2026Q1: 5,975 shares 5,975 $1.04M 0.01% -61 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,230 shares; 2025Q1: 6,755 shares; 2025Q2: 6,655 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,045 shares 6,045 $1.02M 0.01% -135 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,218 shares; 2024Q4: 111,451 shares; 2025Q1: 192,929 shares; 2025Q2: 11,678 shares; 2025Q3: 13,243 shares; 2025Q4: 11,523 shares; 2026Q1: 11,756 shares 11,756 $1.02M 0.01% +233 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,885 shares; 2024Q4: not reported; 2025Q1: 9,479 shares; 2025Q2: 11,711 shares; 2025Q3: 29,730 shares; 2025Q4: 32,128 shares; 2026Q1: 23,951 shares 23,951 $1.02M 0.01% -8,177 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,904 shares; 2024Q4: 14,052 shares; 2025Q1: 16,717 shares; 2025Q2: 16,112 shares; 2025Q3: 14,448 shares; 2025Q4: 14,331 shares; 2026Q1: 10,877 shares 10,877 $1.01M 0.01% -3,454 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,647 shares; 2025Q4: 45,242 shares; 2026Q1: 56,300 shares 56,300 $1.01M 0.01% +11,058 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 11,578 shares; 2025Q1: 10,476 shares; 2025Q2: 7,164 shares; 2025Q3: 8,177 shares; 2025Q4: 9,439 shares; 2026Q1: 9,262 shares 9,262 $1.01M 0.01% -177 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 20,000 shares 20,000 $1.01M 0.01% +15,000 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares; 2026Q1: 4,924 shares 4,924 $1M 0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,236 shares; 2024Q4: 64,223 shares; 2025Q1: 63,952 shares; 2025Q2: 65,663 shares; 2025Q3: 66,462 shares; 2025Q4: 65,164 shares; 2026Q1: 62,963 shares 62,963 $1M 0.01% -2,201 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,950 shares 12,950 $1M 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,283 shares; 2024Q4: 32,257 shares; 2025Q1: 32,213 shares; 2025Q2: 31,317 shares; 2025Q3: 31,864 shares; 2025Q4: 32,937 shares; 2026Q1: 33,395 shares 33,395 $1M 0.01% +458 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,188 shares; 2024Q4: 28,988 shares; 2025Q1: 28,964 shares; 2025Q2: 29,004 shares; 2025Q3: 24,204 shares; 2025Q4: 26,304 shares; 2026Q1: 38,251 shares 38,251 $990K 0.01% +11,947 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 7,644 shares; 2025Q2: 7,669 shares; 2025Q3: 7,645 shares; 2025Q4: 6,882 shares; 2026Q1: 6,994 shares 6,994 $989K 0.01% +112 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,411 shares; 2025Q1: 5,025 shares; 2025Q2: 3,315 shares; 2025Q3: not reported; 2025Q4: 3,623 shares; 2026Q1: 5,503 shares 5,503 $988K 0.01% +1,880 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,565 shares; 2025Q1: 13,310 shares; 2025Q2: 11,052 shares; 2025Q3: 13,506 shares; 2025Q4: 14,001 shares; 2026Q1: 7,609 shares 7,609 $988K 0.01% -6,392 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 9,082 shares; 2025Q1: 6,757 shares; 2025Q2: 5,232 shares; 2025Q3: 5,249 shares; 2025Q4: 4,479 shares; 2026Q1: 5,056 shares 5,056 $988K 0.01% +577 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,156 shares 20,156 $985K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,652 shares; 2025Q2: 3,041 shares; 2025Q3: 3,782 shares; 2025Q4: 6,774 shares; 2026Q1: 11,621 shares 11,621 $983K 0.01% +4,847 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 6,902 shares; 2025Q1: 6,910 shares; 2025Q2: 4,907 shares; 2025Q3: 5,184 shares; 2025Q4: 11,490 shares; 2026Q1: 20,337 shares 20,337 $980K 0.01% +8,847 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,585 shares; 2024Q4: 79,989 shares; 2025Q1: 75,325 shares; 2025Q2: 81,914 shares; 2025Q3: 73,706 shares; 2025Q4: 17,384 shares; 2026Q1: 20,862 shares 20,862 $979K 0.01% +3,478 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; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 21,541 shares; 2025Q1: 21,941 shares; 2025Q2: 20,926 shares; 2025Q3: 20,876 shares; 2025Q4: 19,883 shares; 2026Q1: 18,490 shares 18,490 $976K 0.01% -1,393 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 25,165 shares; 2025Q1: 25,186 shares; 2025Q2: 24,931 shares; 2025Q3: 24,061 shares; 2025Q4: 23,753 shares; 2026Q1: 23,980 shares 23,980 $973K 0.01% +227 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: 11,141 shares; 2025Q1: 13,960 shares; 2025Q2: 22,365 shares; 2025Q3: 24,165 shares; 2025Q4: 27,865 shares; 2026Q1: 28,290 shares 28,290 $973K 0.01% +425 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 29,818 shares; 2025Q1: 29,818 shares; 2025Q2: 30,001 shares; 2025Q3: 29,818 shares; 2025Q4: 29,818 shares; 2026Q1: 31,649 shares 31,649 $965K 0.01% +1,831 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,297 shares; 2026Q1: 18,951 shares 18,951 $960K 0.01% +10,654 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 2,173 shares; 2025Q2: 1,553 shares; 2025Q3: 2,071 shares; 2025Q4: 2,129 shares; 2026Q1: 1,823 shares 1,823 $954K 0.01% -306 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,613 shares 60,613 $950K 0.01% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,190 shares; 2024Q4: 19,190 shares; 2025Q1: 19,755 shares; 2025Q2: 24,555 shares; 2025Q3: 28,420 shares; 2025Q4: 36,071 shares; 2026Q1: 36,045 shares 36,045 $947K 0.01% -26 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,632 shares; 2025Q2: 3,327 shares; 2025Q3: 4,498 shares; 2025Q4: 9,374 shares; 2026Q1: 9,668 shares 9,668 $947K 0.01% +294 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 18,450 shares; 2025Q4: 18,600 shares; 2026Q1: 18,450 shares 18,450 $944K 0.01% -150 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 11,032 shares; 2025Q1: 11,536 shares; 2025Q2: 12,632 shares; 2025Q3: 15,260 shares; 2025Q4: 15,287 shares; 2026Q1: 14,998 shares 14,998 $941K 0.01% -289 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,189 shares; 2025Q2: 34,342 shares; 2025Q3: 41,296 shares; 2025Q4: 11,474 shares; 2026Q1: 11,453 shares 11,453 $927K 0.01% -21 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 34,418 shares; 2025Q1: 36,090 shares; 2025Q2: 35,010 shares; 2025Q3: 35,010 shares; 2025Q4: 35,010 shares; 2026Q1: 34,210 shares 34,210 $921K 0.01% -800 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,362 shares; 2024Q4: 49,362 shares; 2025Q1: 49,362 shares; 2025Q2: 49,362 shares; 2025Q3: 49,362 shares; 2025Q4: 47,362 shares; 2026Q1: 47,362 shares 47,362 $918K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,735 shares; 2025Q2: 35,064 shares; 2025Q3: 44,489 shares; 2025Q4: 43,547 shares; 2026Q1: 40,082 shares 40,082 $918K 0.01% -3,465 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,579 shares; 2026Q1: 54,252 shares 54,252 $916K 0.01% -22,327 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 10,033 shares; 2025Q1: 9,313 shares; 2025Q2: 9,231 shares; 2025Q3: 10,062 shares; 2025Q4: 10,794 shares; 2026Q1: 11,416 shares 11,416 $914K 0.01% +622 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 3,979 shares; 2025Q2: 3,980 shares; 2025Q3: 4,318 shares; 2025Q4: 3,745 shares; 2026Q1: 8,087 shares 8,087 $911K 0.01% +4,342 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 13,110 shares; 2025Q1: 15,308 shares; 2025Q2: 15,240 shares; 2025Q3: 16,123 shares; 2025Q4: 15,327 shares; 2026Q1: 13,067 shares 13,067 $907K 0.01% -2,260 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,493 shares; 2024Q4: 39,878 shares; 2025Q1: 33,660 shares; 2025Q2: 28,665 shares; 2025Q3: 30,465 shares; 2025Q4: 30,345 shares; 2026Q1: 29,980 shares 29,980 $903K 0.01% -365 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,845 shares; 2024Q4: 53,377 shares; 2025Q1: 14,862 shares; 2025Q2: 14,160 shares; 2025Q3: 13,858 shares; 2025Q4: 13,868 shares; 2026Q1: 13,012 shares 13,012 $903K 0.01% -856 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,958 shares 34,958 $902K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 6,100 shares; 2025Q1: 5,164 shares; 2025Q2: 4,669 shares; 2025Q3: 4,393 shares; 2025Q4: 3,470 shares; 2026Q1: 3,066 shares 3,066 $887K 0.01% -404 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 12,258 shares; 2025Q1: 10,258 shares; 2025Q2: 10,258 shares; 2025Q3: 69,538 shares; 2025Q4: 72,538 shares; 2026Q1: 72,538 shares 72,538 $882K 0.01% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,924 shares; 2025Q1: 8,924 shares; 2025Q2: 8,924 shares; 2025Q3: 8,924 shares; 2025Q4: 9,004 shares; 2026Q1: 9,004 shares 9,004 $878K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 17,718 shares; 2025Q1: 17,718 shares; 2025Q2: 16,768 shares; 2025Q3: 16,968 shares; 2025Q4: 17,388 shares; 2026Q1: 17,989 shares 17,989 $872K 0.01% +601 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,097 shares; 2025Q1: 5,093 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 14,491 shares; 2026Q1: 14,481 shares 14,481 $868K 0.01% -10 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,084 shares; 2024Q4: 26,751 shares; 2025Q1: 30,118 shares; 2025Q2: 31,313 shares; 2025Q3: 31,596 shares; 2025Q4: 28,186 shares; 2026Q1: 25,894 shares 25,894 $865K 0.01% -2,292 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; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,323 shares; 2025Q1: 8,818 shares; 2025Q2: 8,887 shares; 2025Q3: 8,867 shares; 2025Q4: 11,155 shares; 2026Q1: 11,400 shares 11,400 $859K 0.01% +245 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 11,277 shares; 2025Q1: 13,808 shares; 2025Q2: 9,568 shares; 2025Q3: 6,787 shares; 2025Q4: 6,176 shares; 2026Q1: 6,223 shares 6,223 $854K 0.01% +47 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 7,833 shares; 2025Q1: 7,854 shares; 2025Q2: 7,846 shares; 2025Q3: 7,660 shares; 2025Q4: 7,649 shares; 2026Q1: 8,349 shares 8,349 $851K 0.01% +700 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 22,392 shares; 2025Q1: 25,391 shares; 2025Q2: 25,213 shares; 2025Q3: 24,090 shares; 2025Q4: 18,728 shares; 2026Q1: 18,503 shares 18,503 $849K 0.01% -225 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 210 shares; 2025Q1: 198 shares; 2025Q2: 188 shares; 2025Q3: 200 shares; 2025Q4: 206 shares; 2026Q1: 201 shares 201 $846K 0.01% -5 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,590 shares; 2024Q4: 57,969 shares; 2025Q1: 60,538 shares; 2025Q2: 39,847 shares; 2025Q3: 24,121 shares; 2025Q4: 25,002 shares; 2026Q1: 37,064 shares 37,064 $841K 0.01% +12,062 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,053 shares; 2025Q2: not reported; 2025Q3: 47,063 shares; 2025Q4: 45,702 shares; 2026Q1: 44,592 shares 44,592 $839K 0.01% -1,110 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 3,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,608 shares; 2025Q4: 5,417 shares; 2026Q1: 5,451 shares 5,451 $837K 0.01% +34 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; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 16,860 shares; 2025Q1: 16,418 shares; 2025Q2: 15,551 shares; 2025Q3: 15,313 shares; 2025Q4: 14,868 shares; 2026Q1: 14,523 shares 14,523 $837K 0.01% -345 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 6,678 shares; 2025Q1: 6,330 shares; 2025Q2: 5,472 shares; 2025Q3: 6,684 shares; 2025Q4: 7,043 shares; 2026Q1: 6,983 shares 6,983 $835K 0.01% -60 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,094 shares; 2025Q1: 1,249 shares; 2025Q2: 1,421 shares; 2025Q3: 1,393 shares; 2025Q4: 1,365 shares; 2026Q1: 1,349 shares 1,349 $832K 0.01% -16 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 812 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 611 shares; 2026Q1: 696 shares 696 $829K 0.01% +85 PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,671 shares; 2025Q1: 163,547 shares; 2025Q2: 129,359 shares; 2025Q3: 123,783 shares; 2025Q4: 121,428 shares; 2026Q1: 115,376 shares 115,376 $827K 0.01% -6,052 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,347 shares; 2024Q4: 89,940 shares; 2025Q1: 90,284 shares; 2025Q2: 89,583 shares; 2025Q3: 90,459 shares; 2025Q4: 95,226 shares; 2026Q1: 95,407 shares 95,407 $826K 0.01% +181 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 75,865 shares; 2025Q1: 73,935 shares; 2025Q2: 70,572 shares; 2025Q3: 73,063 shares; 2025Q4: 70,802 shares; 2026Q1: 75,610 shares 75,610 $823K <0.01% +4,808 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: 23,221 shares; 2025Q1: 22,572 shares; 2025Q2: 20,230 shares; 2025Q3: not reported; 2025Q4: 7,117 shares; 2026Q1: 7,554 shares 7,554 $820K <0.01% +437 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,417 shares; 2025Q1: 10,341 shares; 2025Q2: 17,142 shares; 2025Q3: 16,341 shares; 2025Q4: 16,046 shares; 2026Q1: 16,410 shares 16,410 $819K <0.01% +364 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,569 shares; 2024Q4: 113,049 shares; 2025Q1: 112,941 shares; 2025Q2: 113,240 shares; 2025Q3: 115,951 shares; 2025Q4: 59,256 shares; 2026Q1: 47,146 shares 47,146 $818K <0.01% -12,110 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,711 shares; 2025Q4: 6,357 shares; 2026Q1: 9,408 shares 9,408 $817K <0.01% +3,051 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,534 shares; 2024Q4: 26,077 shares; 2025Q1: 26,077 shares; 2025Q2: 26,077 shares; 2025Q3: 25,777 shares; 2025Q4: 25,777 shares; 2026Q1: 24,153 shares 24,153 $811K <0.01% -1,624 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 2,725 shares; 2025Q1: 3,656 shares; 2025Q2: 2,363 shares; 2025Q3: 2,007 shares; 2025Q4: 2,395 shares; 2026Q1: 1,713 shares 1,713 $811K <0.01% -682 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,849 shares; 2025Q1: 5,027 shares; 2025Q2: 4,995 shares; 2025Q3: 5,106 shares; 2025Q4: 5,151 shares; 2026Q1: 5,661 shares 5,661 $809K <0.01% +510 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 4,704 shares; 2026Q1: 4,704 shares 4,704 $807K <0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares; 2026Q1: 4,018 shares 4,018 $804K <0.01% +1,528 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 23,478 shares; 2025Q1: 24,889 shares; 2025Q2: 33,556 shares; 2025Q3: 33,793 shares; 2025Q4: 35,836 shares; 2026Q1: 36,094 shares 36,094 $802K <0.01% +258 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,961 shares; 2024Q4: 24,009 shares; 2025Q1: 24,400 shares; 2025Q2: 22,637 shares; 2025Q3: 24,357 shares; 2025Q4: 24,046 shares; 2026Q1: 24,366 shares 24,366 $801K <0.01% +320 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,643 shares; 2024Q4: 35,827 shares; 2025Q1: 44,453 shares; 2025Q2: 21,057 shares; 2025Q3: 21,350 shares; 2025Q4: 20,059 shares; 2026Q1: 20,540 shares 20,540 $801K <0.01% +481 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 15,035 shares; 2025Q1: 15,759 shares; 2025Q2: 16,365 shares; 2025Q3: 16,310 shares; 2025Q4: 16,427 shares; 2026Q1: 16,406 shares 16,406 $800K <0.01% -21 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 8,154 shares; 2025Q1: 17,528 shares; 2025Q2: 17,678 shares; 2025Q3: 18,130 shares; 2025Q4: 19,532 shares; 2026Q1: 22,046 shares 22,046 $797K <0.01% +2,514 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,031 shares; 2025Q3: 11,042 shares; 2025Q4: 30,066 shares; 2026Q1: 29,028 shares 29,028 $788K <0.01% -1,038 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,408 shares; 2024Q4: 46,414 shares; 2025Q1: 46,821 shares; 2025Q2: 44,999 shares; 2025Q3: 43,905 shares; 2025Q4: 41,672 shares; 2026Q1: 41,864 shares 41,864 $786K <0.01% +192 Timeline