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: 17,010 shares; 2024Q4: 17,010 shares; 2025Q1: 17,010 shares; 2025Q2: 17,010 shares; 2025Q3: 15,245 shares; 2025Q4: 15,245 shares; 2026Q1: 12,673 shares 12,673 $614K 0.01% -2,572 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 16,965 shares; 2025Q3: 17,105 shares; 2025Q4: 17,535 shares; 2026Q1: 27,345 shares 27,345 $609K 0.01% +9,810 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,398 shares; 2024Q4: 22,758 shares; 2025Q1: 22,352 shares; 2025Q2: 22,122 shares; 2025Q3: 26,013 shares; 2025Q4: 25,424 shares; 2026Q1: 22,156 shares 22,156 $608K 0.01% -3,268 Timeline VSMV 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: not reported; 2025Q4: 10,345 shares; 2026Q1: 10,678 shares 10,678 $604K 0.01% +333 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 6,350 shares 6,350 $601K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,345 shares; 2025Q1: 6,052 shares; 2025Q2: 6,049 shares; 2025Q3: 4,476 shares; 2025Q4: 4,690 shares; 2026Q1: 3,907 shares 3,907 $597K 0.01% -783 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,603 shares; 2025Q4: 19,304 shares; 2026Q1: 21,201 shares 21,201 $594K 0.01% +1,897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 5,921 shares 5,921 $594K 0.01% +21 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,351 shares; 2026Q1: 2,237 shares 2,237 $594K 0.01% -114 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,640 shares; 2025Q1: 1,614 shares; 2025Q2: 1,675 shares; 2025Q3: not reported; 2025Q4: 1,847 shares; 2026Q1: 3,557 shares 3,557 $587K 0.01% +1,710 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,294 shares 9,294 $583K 0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,298 shares; 2025Q1: 3,152 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 3,054 shares; 2026Q1: 2,414 shares 2,414 $579K 0.01% -640 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 60,130 shares 60,130 $577K 0.01% new Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,652 shares; 2024Q4: 146,682 shares; 2025Q1: 152,579 shares; 2025Q2: 152,579 shares; 2025Q3: 161,524 shares; 2025Q4: 156,029 shares; 2026Q1: 141,889 shares 141,889 $575K 0.01% -14,140 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: 10,465 shares; 2025Q4: 12,015 shares; 2026Q1: 12,413 shares 12,413 $574K 0.01% +398 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: 9,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares; 2026Q1: 2,876 shares 2,876 $569K 0.01% -621 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,404 shares; 2026Q1: 5,123 shares 5,123 $568K 0.01% -281 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,399 shares 1,399 $559K 0.01% -46 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,377 shares; 2024Q4: 38,727 shares; 2025Q1: 37,385 shares; 2025Q2: 37,985 shares; 2025Q3: 38,720 shares; 2025Q4: 37,835 shares; 2026Q1: 37,710 shares 37,710 $557K 0.01% -125 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,936 shares 32,936 $552K 0.01% new 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: 1,299 shares; 2024Q4: 1,149 shares; 2025Q1: 1,217 shares; 2025Q2: 1,424 shares; 2025Q3: 1,336 shares; 2025Q4: 1,611 shares; 2026Q1: 1,655 shares 1,655 $544K 0.01% +44 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 20,830 shares; 2025Q1: 19,833 shares; 2025Q2: 79,171 shares; 2025Q3: 19,002 shares; 2025Q4: 19,763 shares; 2026Q1: 7,447 shares 7,447 $542K 0.01% -12,316 Timeline EWC 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: 6,225 shares; 2025Q2: 8,720 shares; 2025Q3: 9,400 shares; 2025Q4: 9,680 shares; 2026Q1: 9,855 shares 9,855 $540K 0.01% +175 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,575 shares; 2026Q1: 10,957 shares 10,957 $539K 0.01% -618 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 12,817 shares; 2025Q1: 12,817 shares; 2025Q2: 12,817 shares; 2025Q3: 12,817 shares; 2025Q4: 12,817 shares; 2026Q1: 12,817 shares 12,817 $536K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,605 shares; 2025Q4: 4,755 shares; 2026Q1: 7,635 shares 7,635 $536K 0.01% +2,880 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: 28,070 shares; 2024Q4: 28,079 shares; 2025Q1: 26,788 shares; 2025Q2: 27,374 shares; 2025Q3: 27,192 shares; 2025Q4: 26,769 shares; 2026Q1: 26,619 shares 26,619 $534K 0.01% -150 Timeline TACH TITAN ACQUISITION CORP More: the full row for TITAN ACQUISITION 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: 30,000 shares; 2025Q4: 53,500 shares; 2026Q1: 51,250 shares 51,250 $527K 0.01% -2,250 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,294 shares; 2025Q4: 12,340 shares; 2026Q1: 8,887 shares 8,887 $525K 0.01% -3,453 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,247 shares; 2024Q4: 12,247 shares; 2025Q1: 12,247 shares; 2025Q2: 12,247 shares; 2025Q3: 53,607 shares; 2025Q4: 12,247 shares; 2026Q1: 12,247 shares 12,247 $523K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,101 shares 13,101 $521K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 38,045 shares; 2025Q1: 37,690 shares; 2025Q2: 41,170 shares; 2025Q3: 41,895 shares; 2025Q4: 34,657 shares; 2026Q1: 32,930 shares 32,930 $518K 0.01% -1,727 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,493 shares; 2024Q4: 6,493 shares; 2025Q1: 6,493 shares; 2025Q2: 6,493 shares; 2025Q3: 11,243 shares; 2025Q4: 11,243 shares; 2026Q1: 11,243 shares 11,243 $517K 0.01% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,871 shares 12,871 $516K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,007 shares; 2024Q4: 25,102 shares; 2025Q1: 25,087 shares; 2025Q2: 27,112 shares; 2025Q3: 25,384 shares; 2025Q4: 25,170 shares; 2026Q1: 26,659 shares 26,659 $512K 0.01% +1,489 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,156 shares; 2025Q1: 2,078 shares; 2025Q2: 2,137 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,407 shares 4,407 $506K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares; 2026Q1: 5,075 shares 5,075 $504K 0.01% -240 Timeline GPAT GP-ACT III ACQUISITION CORP More: the full row for GP-ACT III ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,400 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,400 shares; 2025Q3: 48,400 shares; 2025Q4: 48,400 shares; 2026Q1: 46,400 shares 46,400 $503K 0.01% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,709 shares 11,709 $497K 0.01% new 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: 53,194 shares; 2024Q4: 50,881 shares; 2025Q1: 63,067 shares; 2025Q2: 62,497 shares; 2025Q3: 64,322 shares; 2025Q4: 57,978 shares; 2026Q1: 56,918 shares 56,918 $497K 0.01% -1,060 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: 15,800 shares; 2024Q4: 13,756 shares; 2025Q1: 12,022 shares; 2025Q2: 11,672 shares; 2025Q3: 4,490 shares; 2025Q4: 3,583 shares; 2026Q1: 2,869 shares 2,869 $495K 0.01% -714 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,469 shares; 2024Q4: 37,521 shares; 2025Q1: 37,521 shares; 2025Q2: 32,938 shares; 2025Q3: 28,993 shares; 2025Q4: 28,993 shares; 2026Q1: 19,708 shares 19,708 $495K 0.01% -9,285 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: 59,500 shares; 2024Q4: 59,500 shares; 2025Q1: 59,920 shares; 2025Q2: 64,420 shares; 2025Q3: 62,920 shares; 2025Q4: 63,635 shares; 2026Q1: 67,980 shares 67,980 $494K 0.01% +4,345 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: 69,864 shares; 2024Q4: 62,863 shares; 2025Q1: 55,998 shares; 2025Q2: 48,259 shares; 2025Q3: 45,277 shares; 2025Q4: 45,117 shares; 2026Q1: 44,826 shares 44,826 $491K 0.01% -291 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: 15,975 shares; 2024Q4: 13,266 shares; 2025Q1: 13,299 shares; 2025Q2: 13,609 shares; 2025Q3: 6,236 shares; 2025Q4: 5,603 shares; 2026Q1: 6,233 shares 6,233 $490K 0.01% +630 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,035 shares; 2026Q1: 7,584 shares 7,584 $490K 0.01% -451 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,147 shares; 2025Q3: 5,147 shares; 2025Q4: 10,942 shares; 2026Q1: 11,526 shares 11,526 $490K 0.01% +584 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: 57,795 shares; 2024Q4: 68,019 shares; 2025Q1: 232,965 shares; 2025Q2: 238,666 shares; 2025Q3: 122,602 shares; 2025Q4: 123,244 shares; 2026Q1: 7,705 shares 7,705 $483K 0.01% -115,539 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,019 shares; 2025Q1: 1,804 shares; 2025Q2: 1,802 shares; 2025Q3: 1,379 shares; 2025Q4: 1,333 shares; 2026Q1: 1,344 shares 1,344 $482K 0.01% +11 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,961 shares; 2026Q1: 7,462 shares 7,462 $477K 0.01% -499 Timeline NMP NMP ACQUISITION CORP More: the full row for NMP ACQUISITION 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: 49,600 shares; 2026Q1: 46,900 shares 46,900 $477K 0.01% -2,700 Timeline SCII SC II ACQUISITION CORP More: the full row for SC II ACQUISITION 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: 47,575 shares 47,575 $474K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,450 shares 7,450 $474K 0.01% new Timeline TWLV TWELVE SEAS INVT CO III More: the full row for TWELVE SEAS INVT CO 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: not reported; 2025Q4: not reported; 2026Q1: 47,843 shares 47,843 $472K 0.01% new Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,685 shares; 2026Q1: 13,685 shares 13,685 $469K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO 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: 4,016 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $466K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 827 shares; 2026Q1: 1,394 shares 1,394 $465K 0.01% +567 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,148 shares 7,148 $463K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares 1,365 $462K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,790 shares; 2024Q4: 8,134 shares; 2025Q1: 6,586 shares; 2025Q2: 4,538 shares; 2025Q3: 2,241 shares; 2025Q4: 4,084 shares; 2026Q1: 3,764 shares 3,764 $456K 0.01% -320 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,971 shares; 2025Q1: 5,084 shares; 2025Q2: 5,001 shares; 2025Q3: 2,843 shares; 2025Q4: 3,682 shares; 2026Q1: 3,466 shares 3,466 $454K 0.01% -216 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,030 shares; 2025Q4: 10,845 shares; 2026Q1: 12,491 shares 12,491 $454K 0.01% +1,646 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: 75,210 shares; 2024Q4: 77,230 shares; 2025Q1: 77,260 shares; 2025Q2: 59,525 shares; 2025Q3: 54,085 shares; 2025Q4: 54,085 shares; 2026Q1: 52,160 shares 52,160 $452K 0.01% -1,925 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 6,985 shares; 2025Q1: 6,960 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares; 2025Q4: 6,640 shares; 2026Q1: 6,640 shares 6,640 $451K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 710 shares; 2025Q3: 707 shares; 2025Q4: 705 shares; 2026Q1: 703 shares 703 $450K 0.01% -2 Timeline BBJP 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: 5,685 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 5,715 shares; 2025Q3: 6,415 shares; 2025Q4: 6,570 shares; 2026Q1: 6,505 shares 6,505 $448K 0.01% -65 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,004 shares 10,004 $446K 0.01% new 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: 252 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 237 shares; 2026Q1: 231 shares 231 $442K 0.01% -6 Timeline IJS 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: 3,553 shares; 2024Q4: 3,570 shares; 2025Q1: 3,635 shares; 2025Q2: 3,598 shares; 2025Q3: 3,614 shares; 2025Q4: 3,718 shares; 2026Q1: 3,724 shares 3,724 $441K 0.01% +6 Timeline MNTN MNTN INC More: the full row for MNTN 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: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $440K 0.01% 0 Timeline NYF 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: 8,275 shares; 2026Q1: 8,275 shares 8,275 $440K 0.01% 0 Timeline ETW 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: 51,230 shares; 2024Q4: 51,230 shares; 2025Q1: 51,030 shares; 2025Q2: 51,030 shares; 2025Q3: 51,030 shares; 2025Q4: 50,030 shares; 2026Q1: 50,030 shares 50,030 $439K 0.01% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 30,085 shares; 2025Q4: 35,685 shares; 2026Q1: 50,885 shares 50,885 $437K 0.01% +15,200 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,839 shares; 2024Q4: 35,839 shares; 2025Q1: 29,585 shares; 2025Q2: 13,905 shares; 2025Q3: 11,873 shares; 2025Q4: 14,061 shares; 2026Q1: 16,753 shares 16,753 $434K 0.01% +2,692 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: 6,448 shares; 2024Q4: 6,388 shares; 2025Q1: 6,388 shares; 2025Q2: 5,273 shares; 2025Q3: 4,873 shares; 2025Q4: 4,873 shares; 2026Q1: 4,673 shares 4,673 $428K 0.01% -200 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 5,019 shares; 2025Q1: 18,452 shares; 2025Q2: 40,032 shares; 2025Q3: 4,481 shares; 2025Q4: 3,336 shares; 2026Q1: 2,714 shares 2,714 $427K 0.01% -622 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 276 shares; 2025Q1: 263 shares; 2025Q2: 313 shares; 2025Q3: 180 shares; 2025Q4: 148 shares; 2026Q1: 124 shares 124 $419K 0.01% -24 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,055 shares; 2026Q1: 74,978 shares 74,978 $416K 0.01% +45,923 Timeline OYSE OYSTER ENTERPRISES II ACQUIS More: the full row for OYSTER ENTERPRISES II ACQUIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,700 shares; 2025Q4: 42,500 shares; 2026Q1: 40,900 shares 40,900 $416K 0.01% -1,600 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,471 shares; 2024Q4: 13,931 shares; 2025Q1: 11,931 shares; 2025Q2: 11,931 shares; 2025Q3: 11,931 shares; 2025Q4: 11,922 shares; 2026Q1: 7,862 shares 7,862 $415K 0.01% -4,060 Timeline QGRO 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: 97,095 shares; 2024Q4: 80,937 shares; 2025Q1: 68,883 shares; 2025Q2: 62,890 shares; 2025Q3: 56,680 shares; 2025Q4: 4,476 shares; 2026Q1: 3,946 shares 3,946 $414K 0.01% -530 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,884 shares; 2024Q4: 68,884 shares; 2025Q1: 68,884 shares; 2025Q2: 68,884 shares; 2025Q3: 73,834 shares; 2025Q4: 79,859 shares; 2026Q1: 87,229 shares 87,229 $414K 0.01% +7,370 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: 30,801 shares; 2024Q4: 48,998 shares; 2025Q1: 4,066 shares; 2025Q2: 2,225 shares; 2025Q3: 2,169 shares; 2025Q4: 2,118 shares; 2026Q1: 2,082 shares 2,082 $407K 0.01% -36 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 3,205 shares 3,205 $404K 0.01% new Timeline MACI MELAR ACQUISITION CORP. I More: the full row for MELAR ACQUISITION CORP. I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares 37,500 $404K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,739 shares 4,739 $401K 0.01% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,949 shares 7,949 $398K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,303 shares; 2025Q3: 13,408 shares; 2025Q4: 12,136 shares; 2026Q1: 4,929 shares 4,929 $397K 0.01% -7,207 Timeline CUB LIONHEART HOLDINGS More: the full row for LIONHEART HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 43,425 shares; 2025Q1: 43,425 shares; 2025Q2: 43,425 shares; 2025Q3: 37,425 shares; 2025Q4: 37,425 shares; 2026Q1: 36,500 shares 36,500 $393K 0.01% -925 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares; 2026Q1: 7,046 shares 7,046 $391K 0.01% +910 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 614 shares 614 $390K 0.01% -497 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,286 shares; 2024Q4: 147,715 shares; 2025Q1: 136,853 shares; 2025Q2: 117,695 shares; 2025Q3: 104,330 shares; 2025Q4: 73,425 shares; 2026Q1: 71,785 shares 71,785 $388K 0.01% -1,640 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,048 shares; 2025Q1: 9,559 shares; 2025Q2: 8,669 shares; 2025Q3: 5,437 shares; 2025Q4: 8,687 shares; 2026Q1: 8,580 shares 8,580 $388K 0.01% -107 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955 $386K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,272 shares; 2026Q1: 4,131 shares 4,131 $386K 0.01% -141 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,664 shares; 2026Q1: 6,164 shares 6,164 $386K 0.01% -2,500 Timeline ANSC AGRICULTURE & NAT SOL ACQ CO More: the full row for AGRICULTURE & NAT SOL ACQ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,550 shares; 2024Q4: 43,550 shares; 2025Q1: 43,550 shares; 2025Q2: 42,550 shares; 2025Q3: 38,300 shares; 2025Q4: 38,300 shares; 2026Q1: 34,100 shares 34,100 $385K 0.01% -4,200 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,448 shares; 2026Q1: 14,654 shares 14,654 $385K 0.01% -794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,247 shares 8,247 $383K 0.01% new Timeline DMAA DRUGS MADE IN AMER ACQUTN CO More: the full row for DRUGS MADE IN AMER ACQUTN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,400 shares; 2025Q4: 36,400 shares; 2026Q1: 36,400 shares 36,400 $381K 0.01% 0 Timeline BSAA BEST SPAC I ACQUISITION CORP More: the full row for BEST SPAC I ACQUISITION 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: 28,400 shares; 2025Q4: 37,250 shares; 2026Q1: 37,250 shares 37,250 $381K 0.01% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,387 shares; 2024Q4: 100,187 shares; 2025Q1: 100,187 shares; 2025Q2: 100,187 shares; 2025Q3: 100,187 shares; 2025Q4: 98,497 shares; 2026Q1: 86,093 shares 86,093 $381K 0.01% -12,404 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,929 shares 5,929 $375K 0.01% new 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: 11,430 shares; 2025Q4: 12,140 shares; 2026Q1: 18,824 shares 18,824 $372K 0.01% +6,684 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 6,811 shares; 2025Q1: 6,631 shares; 2025Q2: 7,891 shares; 2025Q3: 7,791 shares; 2025Q4: 7,356 shares; 2026Q1: 6,886 shares 6,886 $371K 0.01% -470 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,620 shares; 2026Q1: 3,621 shares 3,621 $370K 0.01% +1 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,720 shares; 2025Q1: 13,720 shares; 2025Q2: 13,720 shares; 2025Q3: 11,960 shares; 2025Q4: 63,800 shares; 2026Q1: 63,435 shares 63,435 $370K 0.01% -365 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 12,440 shares; 2025Q1: 14,190 shares; 2025Q2: 14,115 shares; 2025Q3: 13,350 shares; 2025Q4: 13,555 shares; 2026Q1: 13,805 shares 13,805 $368K 0.01% +250 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $358K 0.01% new 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $356K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,967 shares 1,967 $353K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,027 shares; 2025Q1: 4,144 shares; 2025Q2: 3,611 shares; 2025Q3: 1,819 shares; 2025Q4: 1,638 shares; 2026Q1: 814 shares 814 $352K 0.01% -824 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,899 shares; 2025Q1: 4,390 shares; 2025Q2: 4,413 shares; 2025Q3: not reported; 2025Q4: 4,002 shares; 2026Q1: 3,790 shares 3,790 $349K 0.01% -212 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: 1,700 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares 1,474 $345K 0.01% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,368 shares; 2026Q1: 7,250 shares 7,250 $345K 0.01% -118 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,934 shares; 2024Q4: 8,714 shares; 2025Q1: 7,700 shares; 2025Q2: 7,419 shares; 2025Q3: 6,107 shares; 2025Q4: 4,019 shares; 2026Q1: 4,020 shares 4,020 $343K 0.01% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,317 shares; 2025Q1: 2,524 shares; 2025Q2: 2,242 shares; 2025Q3: 1,235 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $341K 0.01% 0 Timeline ENHA A PARADISE ACQUISITION CORP More: the full row for A PARADISE ACQUISITION 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: 33,500 shares; 2026Q1: 33,500 shares 33,500 $341K 0.01% 0 Timeline IYC 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: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,604 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares; 2026Q1: 3,515 shares 3,515 $341K 0.01% -89 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 780 shares; 2026Q1: 831 shares 831 $339K 0.01% +51 Timeline QVCAQ QVC GROUP INC More: the full row for QVC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,348 shares; 2025Q3: 164,513 shares; 2025Q4: 154,411 shares; 2026Q1: 155,761 shares 155,761 $338K 0.01% +1,350 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,718 shares; 2025Q1: 5,670 shares; 2025Q2: 5,964 shares; 2025Q3: 5,247 shares; 2025Q4: 5,836 shares; 2026Q1: 3,731 shares 3,731 $338K 0.01% -2,105 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,663 shares; 2024Q4: 43,862 shares; 2025Q1: 37,118 shares; 2025Q2: 27,495 shares; 2025Q3: 21,467 shares; 2025Q4: 15,162 shares; 2026Q1: 24,967 shares 24,967 $337K 0.01% +9,805 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: 9,650 shares; 2024Q4: 9,301 shares; 2025Q1: 12,725 shares; 2025Q2: 10,124 shares; 2025Q3: 7,664 shares; 2025Q4: 6,843 shares; 2026Q1: 6,750 shares 6,750 $337K 0.01% -93 Timeline IUS 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: not reported; 2025Q3: not reported; 2025Q4: 6,413 shares; 2026Q1: 5,774 shares 5,774 $334K 0.01% -639 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,494 shares; 2025Q1: 2,499 shares; 2025Q2: 2,503 shares; 2025Q3: 2,507 shares; 2025Q4: 2,512 shares; 2026Q1: 2,516 shares 2,516 $332K 0.01% +4 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,630 shares; 2025Q2: not reported; 2025Q3: 11,590 shares; 2025Q4: 13,363 shares; 2026Q1: 17,439 shares 17,439 $332K 0.01% +4,076 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,488 shares; 2026Q1: 4,247 shares 4,247 $331K 0.01% -241 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,684 shares; 2026Q1: 7,326 shares 7,326 $330K 0.01% +1,642 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 2,662 shares; 2025Q1: 3,805 shares; 2025Q2: 3,814 shares; 2025Q3: 1,866 shares; 2025Q4: 1,982 shares; 2026Q1: 1,019 shares 1,019 $329K 0.01% -963 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,460 shares; 2026Q1: 2,761 shares 2,761 $325K 0.01% +301 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: 3,155 shares; 2024Q4: 2,754 shares; 2025Q1: 3,151 shares; 2025Q2: 3,152 shares; 2025Q3: 2,751 shares; 2025Q4: 2,678 shares; 2026Q1: 2,668 shares 2,668 $322K 0.01% -10 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,354 shares; 2026Q1: 25,598 shares 25,598 $320K 0.01% -4,756 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,787 shares; 2024Q4: 11,787 shares; 2025Q1: 11,787 shares; 2025Q2: 11,787 shares; 2025Q3: 13,017 shares; 2025Q4: 11,961 shares; 2026Q1: 8,688 shares 8,688 $320K 0.01% -3,273 Timeline CRAC CROWN RESV ACQUISITION CORP More: the full row for CROWN RESV ACQUISITION 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: 31,800 shares; 2026Q1: 31,800 shares 31,800 $318K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 798 shares; 2025Q1: 788 shares; 2025Q2: 734 shares; 2025Q3: 637 shares; 2025Q4: 717 shares; 2026Q1: 710 shares 710 $316K 0.01% -7 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,916 shares; 2024Q4: 9,839 shares; 2025Q1: 8,177 shares; 2025Q2: 6,641 shares; 2025Q3: 3,101 shares; 2025Q4: 2,307 shares; 2026Q1: 2,386 shares 2,386 $315K 0.01% +79 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 578 shares 578 $314K 0.01% -81 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,202 shares 2,202 $313K 0.01% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 6,256 shares; 2025Q1: 6,272 shares; 2025Q2: 6,286 shares; 2025Q3: 6,302 shares; 2025Q4: 6,320 shares; 2026Q1: 6,336 shares 6,336 $312K 0.01% +16 Timeline DES 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: 11,323 shares; 2024Q4: 11,323 shares; 2025Q1: 11,005 shares; 2025Q2: 9,970 shares; 2025Q3: 9,593 shares; 2025Q4: 9,593 shares; 2026Q1: 8,655 shares 8,655 $311K 0.01% -938 Timeline RIBB RIBBON ACQUISITION CORP More: the full row for RIBBON ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,812 shares; 2025Q2: 29,333 shares; 2025Q3: 29,333 shares; 2025Q4: 29,333 shares; 2026Q1: 29,333 shares 29,333 $308K 0.01% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares 3,557 $307K 0.01% 0 Timeline DMII DRUGS MADE IN AMER ACQ II CO More: the full row for DRUGS MADE IN AMER ACQ II CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,825 shares; 2026Q1: 30,650 shares 30,650 $306K 0.01% -6,175 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: 15,058 shares; 2024Q4: 13,353 shares; 2025Q1: 12,031 shares; 2025Q2: 8,342 shares; 2025Q3: 8,172 shares; 2025Q4: 7,188 shares; 2026Q1: 7,521 shares 7,521 $302K 0.01% +333 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares 2,064 $301K 0.01% 0 Timeline EFA 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: 4,639 shares; 2024Q4: 5,293 shares; 2025Q1: 4,644 shares; 2025Q2: 4,644 shares; 2025Q3: 4,644 shares; 2025Q4: 5,134 shares; 2026Q1: 3,080 shares 3,080 $299K 0.01% -2,054 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: 4,262 shares; 2024Q4: 4,272 shares; 2025Q1: 4,123 shares; 2025Q2: 4,087 shares; 2025Q3: 3,365 shares; 2025Q4: 9,442 shares; 2026Q1: 3,484 shares 3,484 $296K 0.01% -5,958 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,587 shares 6,587 $293K 0.01% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 29,119 shares; 2025Q1: 20,202 shares; 2025Q2: 15,496 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,218 shares 13,218 $293K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,196 shares; 2026Q1: 9,665 shares 9,665 $291K 0.01% -531 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 20,351 shares; 2026Q1: 20,409 shares 20,409 $291K 0.01% +58 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,402 shares 1,402 $290K 0.01% -16 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 824 shares 824 $289K 0.01% -41 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares; 2026Q1: 3,657 shares 3,657 $287K 0.01% -201 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,873 shares; 2024Q4: 29,873 shares; 2025Q1: 29,873 shares; 2025Q2: 29,873 shares; 2025Q3: 29,873 shares; 2025Q4: 29,873 shares; 2026Q1: 27,815 shares 27,815 $283K 0.01% -2,058 Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,000 shares 61,000 $283K 0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,320 shares; 2025Q1: 11,095 shares; 2025Q2: 12,988 shares; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 11,414 shares 11,414 $283K 0.01% -4,277 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares; 2026Q1: 4,653 shares 4,653 $281K 0.01% +15 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,267 shares; 2026Q1: 3,351 shares 3,351 $281K 0.01% +84 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,576 shares; 2026Q1: 9,221 shares 9,221 $280K 0.01% -1,355 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,048 shares; 2025Q1: 10,048 shares; 2025Q2: 10,048 shares; 2025Q3: 10,048 shares; 2025Q4: 10,048 shares; 2026Q1: 10,048 shares 10,048 $278K 0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,185 shares; 2026Q1: 2,099 shares 2,099 $277K 0.01% -86 Timeline GIW GIGCAPITAL8 CORP More: the full row for GIGCAPITAL8 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: 27,700 shares 27,700 $276K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,151 shares 4,151 $275K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 7,042 shares; 2025Q1: 6,846 shares; 2025Q2: 7,329 shares; 2025Q3: 2,880 shares; 2025Q4: 2,956 shares; 2026Q1: 1,443 shares 1,443 $274K 0.01% -1,513 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $274K 0.01% new Timeline ICLN 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: 14,727 shares; 2025Q4: 14,727 shares; 2026Q1: 14,727 shares 14,727 $269K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 3,933 shares 3,933 $269K 0.01% -780 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: 3,235 shares; 2024Q4: 3,287 shares; 2025Q1: 289 shares; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $269K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,087 shares; 2026Q1: 3,087 shares 3,087 $267K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,850 shares; 2024Q4: 35,850 shares; 2025Q1: 35,750 shares; 2025Q2: 28,299 shares; 2025Q3: 17,569 shares; 2025Q4: 12,089 shares; 2026Q1: 13,264 shares 13,264 $267K 0.01% +1,175 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares 1,929 $267K 0.01% new Timeline BIV 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: 8,805 shares; 2024Q4: 6,902 shares; 2025Q1: 5,627 shares; 2025Q2: 3,812 shares; 2025Q3: 3,425 shares; 2025Q4: 3,799 shares; 2026Q1: 3,425 shares 3,425 $264K 0.01% -374 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $263K 0.01% 0 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: not reported; 2026Q1: 2,272 shares 2,272 $262K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,967 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $261K 0.01% 0 Timeline COPL COPLEY ACQUISITION CORP More: the full row for COPLEY ACQUISITION 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: 27,125 shares; 2025Q4: 27,125 shares; 2026Q1: 25,125 shares 25,125 $259K 0.01% -2,000 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 3,007 shares; 2025Q3: 5,664 shares; 2025Q4: 3,750 shares; 2026Q1: 2,299 shares 2,299 $258K 0.01% -1,451 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,388 shares; 2025Q4: 4,050 shares; 2026Q1: 3,254 shares 3,254 $258K 0.01% -796 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 596 shares; 2025Q4: 658 shares; 2026Q1: 706 shares 706 $257K 0.01% +48 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350 shares 2,350 $257K 0.01% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,339 shares 12,339 $256K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 19,179 shares; 2025Q3: 19,195 shares; 2025Q4: 20,696 shares; 2026Q1: 30,896 shares 30,896 $255K 0.01% +10,200 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: 11,071 shares; 2024Q4: 2,754 shares; 2025Q1: 2,103 shares; 2025Q2: 1,984 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 2,127 shares 2,127 $254K 0.01% +139 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 2,867 shares 2,867 $254K 0.01% -81 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares; 2026Q1: 8,288 shares 8,288 $251K 0.01% +1,781 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,417 shares; 2026Q1: 15,854 shares 15,854 $251K 0.01% -563 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,256 shares; 2024Q4: 63,256 shares; 2025Q1: 44,435 shares; 2025Q2: 12,942 shares; 2025Q3: 12,895 shares; 2025Q4: 12,895 shares; 2026Q1: 12,895 shares 12,895 $251K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,316 shares; 2025Q1: 7,726 shares; 2025Q2: 7,726 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $248K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,569 shares; 2026Q1: 26,148 shares 26,148 $248K 0.01% +579 Timeline IAF ABRDN AUSTRALIA EQUITY FD IN More: the full row for ABRDN AUSTRALIA EQUITY FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,158 shares 20,158 $244K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 11,343 shares; 2025Q1: 3,014 shares; 2025Q2: 3,413 shares; 2025Q3: 5,917 shares; 2025Q4: 2,575 shares; 2026Q1: 690 shares 690 $244K 0.01% -1,885 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,437 shares 1,437 $244K 0.01% +90 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430 $243K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,186 shares 2,186 $243K 0.01% -357 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,481 shares; 2025Q4: 10,085 shares; 2026Q1: 1,558 shares 1,558 $242K 0.01% -8,527 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares 4,248 $241K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 13,582 shares; 2025Q1: 13,278 shares; 2025Q2: 12,903 shares; 2025Q3: 3,622 shares; 2025Q4: 3,295 shares; 2026Q1: 2,600 shares 2,600 $240K 0.01% -695 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 9,582 shares; 2026Q1: 10,971 shares 10,971 $240K 0.01% +1,389 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 820 shares 820 $238K 0.01% -21 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,043 shares; 2026Q1: 5,104 shares 5,104 $238K 0.01% +61 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 14,638 shares; 2025Q1: 14,570 shares; 2025Q2: 11,607 shares; 2025Q3: 11,205 shares; 2025Q4: 11,247 shares; 2026Q1: 4,575 shares 4,575 $237K 0.01% -6,672 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 3,358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $237K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,471 shares; 2026Q1: 8,018 shares 8,018 $236K 0.01% -453 Timeline LPAA LAUNCH ONE ACQUISITION CORP More: the full row for LAUNCH ONE ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,700 shares; 2024Q4: 23,550 shares; 2025Q1: 24,400 shares; 2025Q2: 24,400 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 22,000 shares 22,000 $235K 0.01% -2,400 Timeline NOEM CO2 ENERGY TRANSITION CORP More: the full row for CO2 ENERGY TRANSITION 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: 25,550 shares; 2025Q3: 25,550 shares; 2025Q4: 28,550 shares; 2026Q1: 22,600 shares 22,600 $234K 0.01% -5,950 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: 6,972 shares 6,972 $232K 0.01% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,808 shares; 2026Q1: 8,558 shares 8,558 $230K <0.01% +1,750 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,072 shares; 2026Q1: 2,902 shares 2,902 $230K <0.01% -170 Timeline SPYX 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: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares 4,336 $230K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,791 shares; 2025Q1: 3,245 shares; 2025Q2: 3,215 shares; 2025Q3: 2,950 shares; 2025Q4: 3,026 shares; 2026Q1: 3,026 shares 3,026 $228K <0.01% 0 Timeline IPEX INFLECTION POINT ACQU CORP V More: the full row for INFLECTION POINT ACQU CORP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 21,900 shares; 2026Q1: 21,900 shares 21,900 $228K <0.01% 0 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: 12,033 shares; 2025Q2: not reported; 2025Q3: 41,679 shares; 2025Q4: 2,620 shares; 2026Q1: 3,271 shares 3,271 $227K <0.01% +651 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $224K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: not reported; 2025Q4: 4,350 shares; 2026Q1: 4,029 shares 4,029 $222K <0.01% -321 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $222K <0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 9,340 shares; 2025Q1: 9,340 shares; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 9,005 shares; 2026Q1: 9,005 shares 9,005 $221K <0.01% 0 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: 2,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,095 shares; 2026Q1: 4,783 shares 4,783 $219K <0.01% -312 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 4,775 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares 4,048 $219K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 5,225 shares; 2025Q2: 3,692 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $218K <0.01% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $215K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 8,235 shares; 2025Q1: 6,205 shares; 2025Q2: 6,257 shares; 2025Q3: not reported; 2025Q4: 3,208 shares; 2026Q1: 3,232 shares 3,232 $215K <0.01% +24 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 5,295 shares; 2026Q1: 5,025 shares 5,025 $214K <0.01% -270 Timeline IEMG 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: 5,232 shares; 2024Q4: 4,733 shares; 2025Q1: 4,735 shares; 2025Q2: 3,728 shares; 2025Q3: 3,508 shares; 2025Q4: 3,522 shares; 2026Q1: 3,058 shares 3,058 $213K <0.01% -464 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,071 shares 3,071 $212K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,498 shares; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 978 shares 978 $212K <0.01% -16 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: 2,229 shares; 2024Q4: 2,228 shares; 2025Q1: 2,304 shares; 2025Q2: 1,977 shares; 2025Q3: 978 shares; 2025Q4: 980 shares; 2026Q1: 993 shares 993 $210K <0.01% +13 Timeline IBTH 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: 9,335 shares; 2026Q1: 9,335 shares 9,335 $209K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,109 shares; 2026Q1: 9,109 shares 9,109 $209K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,149 shares; 2026Q1: 4,149 shares 4,149 $207K <0.01% 0 Timeline TAVI TAVIA ACQUISITION CORP More: the full row for TAVIA ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,300 shares; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500 $206K <0.01% 0 Timeline IEI 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: 1,931 shares; 2025Q1: 2,008 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 4,105 shares; 2026Q1: 1,716 shares 1,716 $204K <0.01% -2,389 Timeline CHEC CHENGHE ACQUISITION III CO More: the full row for CHENGHE ACQUISITION III CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $202K <0.01% 0 Timeline VONE 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: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $201K <0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $200K <0.01% 0 Timeline SVCC STELLAR V CAP CORP More: the full row for STELLAR V CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 18,800 shares; 2026Q1: 18,800 shares 18,800 $196K <0.01% 0 Timeline LEGT LEGATO MERGER CORP III More: the full row for LEGATO MERGER CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,150 shares; 2024Q4: 24,150 shares; 2025Q1: 24,150 shares; 2025Q2: 24,150 shares; 2025Q3: 24,150 shares; 2025Q4: 24,150 shares; 2026Q1: 17,550 shares 17,550 $193K <0.01% -6,600 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,773 shares; 2024Q4: 16,773 shares; 2025Q1: 17,946 shares; 2025Q2: 17,946 shares; 2025Q3: 18,026 shares; 2025Q4: 18,176 shares; 2026Q1: 17,855 shares 17,855 $189K <0.01% -321 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,700 shares; 2024Q4: 71,700 shares; 2025Q1: 65,553 shares; 2025Q2: 65,553 shares; 2025Q3: 60,600 shares; 2025Q4: 60,600 shares; 2026Q1: 72,350 shares 72,350 $182K <0.01% +11,750 Timeline XCAFX MORGAN STANLEY CHINA A SH FD More: the full row for MORGAN STANLEY CHINA A SH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,774 shares; 2024Q4: 20,614 shares; 2025Q1: 20,659 shares; 2025Q2: 20,659 shares; 2025Q3: 19,864 shares; 2025Q4: 17,904 shares; 2026Q1: 10,191 shares 10,191 $178K <0.01% -7,713 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 23,225 shares; 2025Q1: 23,640 shares; 2025Q2: 17,875 shares; 2025Q3: 13,265 shares; 2025Q4: 11,980 shares; 2026Q1: 11,815 shares 11,815 $174K <0.01% -165 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,973 shares; 2026Q1: 13,123 shares 13,123 $168K <0.01% -850 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,433 shares; 2024Q4: 300,060 shares; 2025Q1: 205,841 shares; 2025Q2: 76,313 shares; 2025Q3: 41,261 shares; 2025Q4: 22,790 shares; 2026Q1: 14,923 shares 14,923 $168K <0.01% -7,867 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,500 shares 24,500 $168K <0.01% new Timeline VNME VENDOME ACQUISITION CORP I More: the full row for VENDOME ACQUISITION CORP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,625 shares; 2026Q1: 14,825 shares 14,825 $149K <0.01% -2,800 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is 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: 10,765 shares 10,765 $148K <0.01% new Timeline MKLY MCKINLEY ACQUISITION CORP More: the full row for MCKINLEY ACQUISITION 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: 14,500 shares 14,500 $145K <0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,107 shares; 2024Q4: 28,124 shares; 2025Q1: 21,124 shares; 2025Q2: 15,533 shares; 2025Q3: 10,399 shares; 2025Q4: 12,966 shares; 2026Q1: 15,900 shares 15,900 $143K <0.01% +2,934 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,143 shares; 2026Q1: 11,650 shares 11,650 $134K <0.01% +507 Timeline SPEG SILVER PEGASUS ACQUISITION C More: the full row for SILVER PEGASUS ACQUISITION C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $122K <0.01% 0 Timeline LKSP LAKE SUPERIOR ACQUISITION CO More: the full row for LAKE SUPERIOR ACQUISITION CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $110K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,493 shares; 2025Q4: 12,493 shares; 2026Q1: 12,493 shares 12,493 $106K <0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 14,000 shares 14,000 $98.4K <0.01% +3,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is 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: 12,092 shares 12,092 $91.2K <0.01% new Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,446 shares; 2024Q4: 30,446 shares; 2025Q1: 28,339 shares; 2025Q2: 28,339 shares; 2025Q3: 28,339 shares; 2025Q4: 17,053 shares; 2026Q1: 11,801 shares 11,801 $78.1K <0.01% -5,252 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,200 shares; 2026Q1: 26,000 shares 26,000 $58K <0.01% -200 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $38.7K <0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,434 shares; 2024Q4: 21,434 shares; 2025Q1: 21,434 shares; 2025Q2: 10,728 shares; 2025Q3: 10,728 shares; 2025Q4: 10,728 shares; 2026Q1: 10,728 shares 10,728 $32.2K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,483 shares; 2025Q3: 39,024 shares; 2025Q4: 38,984 shares; 2026Q1: 19,641 shares 19,641 $27.5K <0.01% -19,343 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.9K <0.01% 0 Timeline