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: restricted; 2024Q4: 4,672 shares; 2025Q1: 4,775 shares; 2025Q2: 5,957 shares; 2025Q3: 6,615 shares; 2025Q4: 7,276 shares; 2026Q1: 10,878 shares 10,878 $2.15M 0.01% +3,602 Timeline AIRR 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: restricted; 2024Q4: not reported; 2025Q1: 4,412 shares; 2025Q2: 4,400 shares; 2025Q3: 2,634 shares; 2025Q4: 4,016 shares; 2026Q1: 19,293 shares 19,293 $2.14M 0.01% +15,277 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,150 shares; 2025Q1: 16,852 shares; 2025Q2: 17,469 shares; 2025Q3: 17,848 shares; 2025Q4: 17,281 shares; 2026Q1: 9,860 shares 9,860 $2.14M 0.01% -7,421 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,161 shares; 2025Q1: 28,619 shares; 2025Q2: 28,144 shares; 2025Q3: 27,983 shares; 2025Q4: 27,772 shares; 2026Q1: 27,168 shares 27,168 $2.13M 0.01% -604 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,635 shares; 2025Q1: 68,511 shares; 2025Q2: 69,198 shares; 2025Q3: 66,688 shares; 2025Q4: 67,313 shares; 2026Q1: 53,829 shares 53,829 $2.12M 0.01% -13,484 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,341 shares; 2025Q1: 12,998 shares; 2025Q2: 12,984 shares; 2025Q3: 11,723 shares; 2025Q4: 11,661 shares; 2026Q1: 11,523 shares 11,523 $2.1M 0.01% -138 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,405 shares; 2025Q1: 15,009 shares; 2025Q2: 14,845 shares; 2025Q3: 14,350 shares; 2025Q4: 14,105 shares; 2026Q1: 12,609 shares 12,609 $2.08M 0.01% -1,496 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,377 shares; 2025Q1: 10,407 shares; 2025Q2: 9,673 shares; 2025Q3: 10,768 shares; 2025Q4: 13,355 shares; 2026Q1: 21,962 shares 21,962 $2.07M 0.01% +8,607 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: restricted; 2024Q4: 3,783 shares; 2025Q1: 5,940 shares; 2025Q2: 6,721 shares; 2025Q3: 7,418 shares; 2025Q4: 9,837 shares; 2026Q1: 9,755 shares 9,755 $2.06M 0.01% -82 Timeline EEMA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,149 shares; 2025Q3: 51,470 shares; 2025Q4: 44,052 shares; 2026Q1: 21,307 shares 21,307 $2.04M 0.01% -22,745 Timeline CALF 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: restricted; 2024Q4: 60,749 shares; 2025Q1: 65,383 shares; 2025Q2: 41,599 shares; 2025Q3: 49,683 shares; 2025Q4: 47,362 shares; 2026Q1: 45,397 shares 45,397 $2.04M 0.01% -1,965 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,663 shares; 2025Q1: 19,518 shares; 2025Q2: 14,742 shares; 2025Q3: 14,323 shares; 2025Q4: 14,009 shares; 2026Q1: 14,063 shares 14,063 $2.02M 0.01% +54 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 835 shares; 2025Q1: 933 shares; 2025Q2: 708 shares; 2025Q3: 713 shares; 2025Q4: 614 shares; 2026Q1: 4,346 shares 4,346 $2.02M 0.01% +3,732 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,722 shares; 2025Q1: 154,539 shares; 2025Q2: 135,262 shares; 2025Q3: 135,262 shares; 2025Q4: 137,862 shares; 2026Q1: 139,862 shares 139,862 $1.99M 0.01% +2,000 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,893 shares; 2025Q1: 13,068 shares; 2025Q2: 13,697 shares; 2025Q3: 13,455 shares; 2025Q4: 13,894 shares; 2026Q1: 13,798 shares 13,798 $1.97M 0.01% -96 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,412 shares; 2025Q4: 33,448 shares; 2026Q1: 32,823 shares 32,823 $1.97M 0.01% -625 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,489 shares; 2025Q1: 48,584 shares; 2025Q2: 51,269 shares; 2025Q3: 49,519 shares; 2025Q4: 47,544 shares; 2026Q1: 45,529 shares 45,529 $1.94M 0.01% -2,015 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,136 shares; 2025Q1: 5,082 shares; 2025Q2: 4,630 shares; 2025Q3: 5,145 shares; 2025Q4: 7,076 shares; 2026Q1: 9,069 shares 9,069 $1.94M 0.01% +1,993 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,275 shares; 2025Q2: 1,363 shares; 2025Q3: 1,760 shares; 2025Q4: 1,744 shares; 2026Q1: 11,863 shares 11,863 $1.94M 0.01% +10,119 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: restricted; 2024Q4: 16,643 shares; 2025Q1: 17,367 shares; 2025Q2: 17,064 shares; 2025Q3: 16,708 shares; 2025Q4: 16,617 shares; 2026Q1: 16,390 shares 16,390 $1.93M 0.01% -227 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,466 shares; 2025Q1: 12,150 shares; 2025Q2: 12,282 shares; 2025Q3: 12,231 shares; 2025Q4: 12,093 shares; 2026Q1: 11,869 shares 11,869 $1.92M 0.01% -224 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,826 shares; 2025Q1: 26,826 shares; 2025Q2: 26,826 shares; 2025Q3: 26,826 shares; 2025Q4: 26,826 shares; 2026Q1: 26,826 shares 26,826 $1.91M 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 2,710 shares 2,710 $1.9M 0.01% +1,570 Timeline EFV 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: restricted; 2024Q4: 17,855 shares; 2025Q1: 21,074 shares; 2025Q2: 27,827 shares; 2025Q3: 25,866 shares; 2025Q4: 25,396 shares; 2026Q1: 25,572 shares 25,572 $1.9M 0.01% +176 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,989 shares 2,989 $1.9M 0.01% new Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,545 shares; 2025Q1: 48,215 shares; 2025Q2: 57,620 shares; 2025Q3: 53,120 shares; 2025Q4: 51,700 shares; 2026Q1: 47,390 shares 47,390 $1.9M 0.01% -4,310 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,441 shares; 2025Q1: 5,333 shares; 2025Q2: 5,688 shares; 2025Q3: 5,632 shares; 2025Q4: 5,618 shares; 2026Q1: 5,592 shares 5,592 $1.9M 0.01% -26 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,519 shares; 2025Q2: 1,813 shares; 2025Q3: 2,514 shares; 2025Q4: 2,639 shares; 2026Q1: 2,779 shares 2,779 $1.89M 0.01% +140 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,985 shares 20,985 $1.89M 0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,821 shares; 2025Q1: 50,086 shares; 2025Q2: 40,712 shares; 2025Q3: 49,229 shares; 2025Q4: 52,158 shares; 2026Q1: 46,298 shares 46,298 $1.88M 0.01% -5,860 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,870 shares; 2026Q1: 15,177 shares 15,177 $1.87M 0.01% +3,307 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 86,046 shares; 2025Q3: 6,600 shares; 2025Q4: 4,850 shares; 2026Q1: 10,450 shares 10,450 $1.86M 0.01% +5,600 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,881 shares 123,881 $1.84M 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,999 shares; 2025Q1: 48,345 shares; 2025Q2: 41,295 shares; 2025Q3: 43,180 shares; 2025Q4: 42,947 shares; 2026Q1: 41,754 shares 41,754 $1.84M 0.01% -1,193 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,580 shares; 2025Q1: 7,281 shares; 2025Q2: 7,399 shares; 2025Q3: 7,449 shares; 2025Q4: 7,077 shares; 2026Q1: 6,151 shares 6,151 $1.84M 0.01% -926 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,668 shares; 2025Q1: 11,796 shares; 2025Q2: 13,632 shares; 2025Q3: 13,216 shares; 2025Q4: 13,251 shares; 2026Q1: 12,984 shares 12,984 $1.84M 0.01% -267 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,666 shares; 2025Q1: 35,488 shares; 2025Q2: 35,511 shares; 2025Q3: 35,488 shares; 2025Q4: 33,110 shares; 2026Q1: 32,944 shares 32,944 $1.83M 0.01% -166 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,821 shares; 2025Q2: 15,150 shares; 2025Q3: 21,221 shares; 2025Q4: 30,219 shares; 2026Q1: 16,476 shares 16,476 $1.82M 0.01% -13,743 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: restricted; 2024Q4: 262,100 shares; 2025Q1: 252,285 shares; 2025Q2: 248,714 shares; 2025Q3: 250,423 shares; 2025Q4: 246,620 shares; 2026Q1: 240,022 shares 240,022 $1.81M 0.01% -6,598 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,065 shares; 2025Q1: 7,125 shares; 2025Q2: 6,932 shares; 2025Q3: 6,930 shares; 2025Q4: 8,256 shares; 2026Q1: 8,430 shares 8,430 $1.81M 0.01% +174 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,521 shares; 2025Q1: 45,136 shares; 2025Q2: 69,943 shares; 2025Q3: 84,967 shares; 2025Q4: 28,105 shares; 2026Q1: 28,720 shares 28,720 $1.8M 0.01% +615 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 478 shares; 2025Q4: 553 shares; 2026Q1: 1,305 shares 1,305 $1.8M 0.01% +752 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,798 shares; 2025Q1: 94,334 shares; 2025Q2: 80,750 shares; 2025Q3: 83,502 shares; 2025Q4: 57,834 shares; 2026Q1: 22,997 shares 22,997 $1.79M 0.01% -34,837 Timeline EPU 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: restricted; 2024Q4: 21,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,650 shares; 2025Q4: 21,235 shares; 2026Q1: 22,060 shares 22,060 $1.78M 0.01% +825 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: not reported; 2025Q4: 298,460 shares; 2026Q1: 39,294 shares 39,294 $1.78M 0.01% -259,166 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,014 shares; 2025Q1: 16,510 shares; 2025Q2: 10,900 shares; 2025Q3: 10,068 shares; 2025Q4: 8,075 shares; 2026Q1: 3,244 shares 3,244 $1.76M 0.01% -4,831 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,203 shares; 2025Q1: 32,261 shares; 2025Q2: 33,996 shares; 2025Q3: 37,268 shares; 2025Q4: 38,584 shares; 2026Q1: 42,310 shares 42,310 $1.75M 0.01% +3,726 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,652 shares; 2025Q1: 14,496 shares; 2025Q2: 14,315 shares; 2025Q3: 13,833 shares; 2025Q4: 13,588 shares; 2026Q1: 13,624 shares 13,624 $1.74M 0.01% +36 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: restricted; 2024Q4: 24,809 shares; 2025Q1: 25,172 shares; 2025Q2: 19,557 shares; 2025Q3: 19,204 shares; 2025Q4: 18,839 shares; 2026Q1: 18,820 shares 18,820 $1.74M 0.01% -19 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,913 shares; 2025Q4: 33,512 shares; 2026Q1: 37,175 shares 37,175 $1.73M 0.01% +3,663 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,774 shares; 2025Q2: 5,924 shares; 2025Q3: 6,037 shares; 2025Q4: 6,239 shares; 2026Q1: 6,492 shares 6,492 $1.72M 0.01% +253 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,183 shares; 2025Q1: 37,809 shares; 2025Q2: 37,403 shares; 2025Q3: 36,241 shares; 2025Q4: 35,334 shares; 2026Q1: 31,295 shares 31,295 $1.71M 0.01% -4,039 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34,955 shares; 2025Q2: 44,831 shares; 2025Q3: 51,258 shares; 2025Q4: 41,663 shares; 2026Q1: 33,695 shares 33,695 $1.69M 0.01% -7,968 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,663 shares; 2025Q1: 21,355 shares; 2025Q2: 23,832 shares; 2025Q3: 19,419 shares; 2025Q4: 22,366 shares; 2026Q1: 22,696 shares 22,696 $1.69M 0.01% +330 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,536 shares; 2026Q1: 13,184 shares 13,184 $1.68M 0.01% +2,648 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: restricted; 2024Q4: 12,020 shares; 2025Q1: 14,259 shares; 2025Q2: 15,008 shares; 2025Q3: 15,671 shares; 2025Q4: 11,328 shares; 2026Q1: 10,894 shares 10,894 $1.68M 0.01% -434 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,022 shares; 2025Q1: 36,722 shares; 2025Q2: 37,022 shares; 2025Q3: 38,022 shares; 2025Q4: 37,022 shares; 2026Q1: 44,922 shares 44,922 $1.68M 0.01% +7,900 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,995 shares; 2025Q1: 4,030 shares; 2025Q2: 4,460 shares; 2025Q3: 4,705 shares; 2025Q4: 5,533 shares; 2026Q1: 5,765 shares 5,765 $1.68M 0.01% +232 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,282 shares; 2025Q4: 31,053 shares; 2026Q1: 31,057 shares 31,057 $1.68M 0.01% +4 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,796 shares; 2025Q1: 87,889 shares; 2025Q2: 78,110 shares; 2025Q3: 73,690 shares; 2025Q4: 62,367 shares; 2026Q1: 58,624 shares 58,624 $1.67M 0.01% -3,743 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,009 shares; 2025Q1: 25,089 shares; 2025Q2: 25,608 shares; 2025Q3: 29,788 shares; 2025Q4: 30,043 shares; 2026Q1: 32,939 shares 32,939 $1.66M 0.01% +2,896 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,185 shares; 2025Q1: 25,740 shares; 2025Q2: 25,904 shares; 2025Q3: 25,482 shares; 2025Q4: 26,686 shares; 2026Q1: 26,569 shares 26,569 $1.64M 0.01% -117 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,510 shares; 2025Q1: 22,751 shares; 2025Q2: 22,703 shares; 2025Q3: 23,104 shares; 2025Q4: 23,554 shares; 2026Q1: 21,680 shares 21,680 $1.63M 0.01% -1,874 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: restricted; 2024Q4: 20,777 shares; 2025Q1: 20,762 shares; 2025Q2: 20,787 shares; 2025Q3: 20,806 shares; 2025Q4: 20,744 shares; 2026Q1: 20,797 shares 20,797 $1.63M 0.01% +53 Timeline JMTG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,158 shares; 2025Q3: 32,531 shares; 2025Q4: 33,364 shares; 2026Q1: 31,895 shares 31,895 $1.63M 0.01% -1,469 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,384 shares; 2025Q1: 17,220 shares; 2025Q2: 18,197 shares; 2025Q3: 18,379 shares; 2025Q4: 29,424 shares; 2026Q1: 26,898 shares 26,898 $1.6M 0.01% -2,526 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,052 shares; 2025Q1: 9,928 shares; 2025Q2: 10,281 shares; 2025Q3: 11,528 shares; 2025Q4: 13,217 shares; 2026Q1: 13,389 shares 13,389 $1.59M 0.01% +172 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,584 shares; 2025Q1: 12,539 shares; 2025Q2: 13,776 shares; 2025Q3: 13,899 shares; 2025Q4: 12,853 shares; 2026Q1: 10,725 shares 10,725 $1.58M 0.01% -2,128 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,653 shares; 2025Q1: 6,793 shares; 2025Q2: 6,349 shares; 2025Q3: 5,190 shares; 2025Q4: 3,333 shares; 2026Q1: 2,811 shares 2,811 $1.58M 0.01% -522 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,333 shares; 2025Q1: 11,985 shares; 2025Q2: 11,931 shares; 2025Q3: 9,543 shares; 2025Q4: 5,127 shares; 2026Q1: 3,327 shares 3,327 $1.57M 0.01% -1,800 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,509 shares; 2025Q1: 6,214 shares; 2025Q2: 6,103 shares; 2025Q3: 5,724 shares; 2025Q4: 5,352 shares; 2026Q1: 4,983 shares 4,983 $1.57M 0.01% -369 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,159 shares; 2025Q1: 2,940 shares; 2025Q2: 5,624 shares; 2025Q3: 6,090 shares; 2025Q4: 6,118 shares; 2026Q1: 5,713 shares 5,713 $1.56M 0.01% -405 Timeline ITA 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: restricted; 2024Q4: 7,883 shares; 2025Q1: 6,344 shares; 2025Q2: 6,821 shares; 2025Q3: 8,008 shares; 2025Q4: 7,896 shares; 2026Q1: 7,094 shares 7,094 $1.55M 0.01% -802 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: restricted; 2024Q4: 1,941 shares; 2025Q1: 2,036 shares; 2025Q2: 2,007 shares; 2025Q3: 1,779 shares; 2025Q4: 1,789 shares; 2026Q1: 1,419 shares 1,419 $1.55M 0.01% -370 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,372 shares 55,372 $1.55M 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,723 shares; 2025Q1: 149,424 shares; 2025Q2: 88,556 shares; 2025Q3: 81,956 shares; 2025Q4: 76,852 shares; 2026Q1: 68,777 shares 68,777 $1.55M 0.01% -8,075 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,524 shares; 2025Q1: 15,464 shares; 2025Q2: 20,728 shares; 2025Q3: 22,611 shares; 2025Q4: 21,469 shares; 2026Q1: 26,054 shares 26,054 $1.54M 0.01% +4,585 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: restricted; 2024Q4: 2,394,375 shares; 2025Q1: 2,403,004 shares; 2025Q2: 2,345,074 shares; 2025Q3: 2,311,216 shares; 2025Q4: 76,137 shares; 2026Q1: 79,870 shares 79,870 $1.53M 0.01% +3,733 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,331 shares; 2025Q1: 15,531 shares; 2025Q2: 13,381 shares; 2025Q3: 12,639 shares; 2025Q4: 13,679 shares; 2026Q1: 14,021 shares 14,021 $1.52M 0.01% +342 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,263 shares; 2025Q1: 20,994 shares; 2025Q2: 26,027 shares; 2025Q3: 22,113 shares; 2025Q4: 21,140 shares; 2026Q1: 24,498 shares 24,498 $1.51M 0.01% +3,358 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 59,455 shares; 2025Q2: 59,455 shares; 2025Q3: 59,455 shares; 2025Q4: 59,455 shares; 2026Q1: 59,455 shares 59,455 $1.51M 0.01% 0 Timeline MODL 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: restricted; 2024Q4: 8,891 shares; 2025Q1: 9,756 shares; 2025Q2: 12,198 shares; 2025Q3: 14,454 shares; 2025Q4: 24,250 shares; 2026Q1: 33,590 shares 33,590 $1.5M 0.01% +9,340 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,972 shares; 2025Q1: 24,492 shares; 2025Q2: 23,439 shares; 2025Q3: 23,740 shares; 2025Q4: 23,437 shares; 2026Q1: 23,419 shares 23,419 $1.5M 0.01% -18 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,976 shares; 2026Q1: 35,218 shares 35,218 $1.5M 0.01% +7,242 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,777 shares; 2025Q1: 27,407 shares; 2025Q2: 27,222 shares; 2025Q3: 26,554 shares; 2025Q4: 26,333 shares; 2026Q1: 26,265 shares 26,265 $1.5M 0.01% -68 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,721 shares; 2025Q1: 6,040 shares; 2025Q2: 8,931 shares; 2025Q3: 8,227 shares; 2025Q4: 10,257 shares; 2026Q1: 10,176 shares 10,176 $1.5M 0.01% -81 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,874 shares; 2025Q1: 5,251 shares; 2025Q2: 8,160 shares; 2025Q3: 8,894 shares; 2025Q4: 14,338 shares; 2026Q1: 20,563 shares 20,563 $1.49M 0.01% +6,225 Timeline IYW 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: restricted; 2024Q4: 9,204 shares; 2025Q1: 10,329 shares; 2025Q2: 10,370 shares; 2025Q3: 8,747 shares; 2025Q4: 8,681 shares; 2026Q1: 8,180 shares 8,180 $1.48M 0.01% -501 Timeline EPOL 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: restricted; 2024Q4: 44,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,862 shares; 2025Q4: 38,686 shares; 2026Q1: 40,722 shares 40,722 $1.48M 0.01% +2,036 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,968 shares; 2025Q1: 11,121 shares; 2025Q2: 11,114 shares; 2025Q3: 10,788 shares; 2025Q4: 10,587 shares; 2026Q1: 11,137 shares 11,137 $1.48M 0.01% +550 Timeline EIS 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: restricted; 2024Q4: 12,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 11,390 shares; 2026Q1: 12,755 shares 12,755 $1.48M 0.01% +1,365 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,624 shares; 2025Q1: 6,669 shares; 2025Q2: 6,637 shares; 2025Q3: 6,600 shares; 2025Q4: 6,853 shares; 2026Q1: 6,391 shares 6,391 $1.47M 0.01% -462 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,078 shares; 2025Q1: 43,658 shares; 2025Q2: 43,361 shares; 2025Q3: 35,882 shares; 2025Q4: 17,244 shares; 2026Q1: 12,397 shares 12,397 $1.46M 0.01% -4,847 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,043 shares; 2025Q1: 5,580 shares; 2025Q2: 8,385 shares; 2025Q3: 8,717 shares; 2025Q4: 8,136 shares; 2026Q1: 8,899 shares 8,899 $1.46M 0.01% +763 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,326 shares; 2025Q1: 19,836 shares; 2025Q2: 19,705 shares; 2025Q3: 19,100 shares; 2025Q4: 18,538 shares; 2026Q1: 6,066 shares 6,066 $1.45M 0.01% -12,472 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,218 shares; 2025Q1: 20,218 shares; 2025Q2: 20,208 shares; 2025Q3: 20,208 shares; 2025Q4: 12,209 shares; 2026Q1: 12,200 shares 12,200 $1.43M 0.01% -9 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,101 shares; 2025Q1: 12,319 shares; 2025Q2: 12,091 shares; 2025Q3: 9,909 shares; 2025Q4: 5,178 shares; 2026Q1: 4,932 shares 4,932 $1.43M 0.01% -246 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,911 shares; 2025Q2: 2,904 shares; 2025Q3: 3,078 shares; 2025Q4: 3,515 shares; 2026Q1: 3,634 shares 3,634 $1.42M 0.01% +119 Timeline ILCG 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: restricted; 2024Q4: 31,267 shares; 2025Q1: 18,054 shares; 2025Q2: 18,055 shares; 2025Q3: 16,436 shares; 2025Q4: 15,036 shares; 2026Q1: 14,816 shares 14,816 $1.41M 0.01% -220 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,694 shares; 2025Q1: 23,847 shares; 2025Q2: 24,535 shares; 2025Q3: 23,944 shares; 2025Q4: 17,835 shares; 2026Q1: 11,904 shares 11,904 $1.41M 0.01% -5,931 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,588 shares; 2025Q1: 13,759 shares; 2025Q2: 13,885 shares; 2025Q3: 11,790 shares; 2025Q4: 10,705 shares; 2026Q1: 13,631 shares 13,631 $1.41M 0.01% +2,926 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,750 shares; 2025Q4: 32,527 shares; 2026Q1: 46,228 shares 46,228 $1.41M 0.01% +13,701 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56,082 shares; 2025Q2: 56,082 shares; 2025Q3: 58,149 shares; 2025Q4: 58,174 shares; 2026Q1: 58,149 shares 58,149 $1.41M 0.01% -25 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,218 shares; 2025Q1: 40,187 shares; 2025Q2: 29,735 shares; 2025Q3: 28,906 shares; 2025Q4: 26,043 shares; 2026Q1: 27,951 shares 27,951 $1.41M 0.01% +1,908 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,667 shares; 2025Q1: 180,822 shares; 2025Q2: 178,243 shares; 2025Q3: 171,906 shares; 2025Q4: 167,233 shares; 2026Q1: 168,754 shares 168,754 $1.4M 0.01% +1,521 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,057 shares; 2025Q2: 5,860 shares; 2025Q3: 24,342 shares; 2025Q4: 24,199 shares; 2026Q1: 24,278 shares 24,278 $1.4M 0.01% +79 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,473 shares; 2025Q2: 9,960 shares; 2025Q3: 9,785 shares; 2025Q4: 9,847 shares; 2026Q1: 13,638 shares 13,638 $1.4M 0.01% +3,791 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,793 shares; 2026Q1: 44,253 shares 44,253 $1.4M 0.01% +16,460 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,320 shares; 2025Q1: 90,361 shares; 2025Q2: 88,986 shares; 2025Q3: 8,394 shares; 2025Q4: not reported; 2026Q1: 48,529 shares 48,529 $1.39M 0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,194 shares; 2025Q1: 14,002 shares; 2025Q2: 16,191 shares; 2025Q3: 13,556 shares; 2025Q4: 14,290 shares; 2026Q1: 14,301 shares 14,301 $1.38M 0.01% +11 Timeline PJAN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,914 shares 29,914 $1.38M 0.01% new Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,046 shares; 2025Q1: 3,022 shares; 2025Q2: 3,967 shares; 2025Q3: 4,546 shares; 2025Q4: 5,263 shares; 2026Q1: 5,272 shares 5,272 $1.37M 0.01% +9 Timeline IMCG 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: restricted; 2024Q4: not reported; 2025Q1: 39,474 shares; 2025Q2: 4,454 shares; 2025Q3: 8,072 shares; 2025Q4: 9,587 shares; 2026Q1: 17,395 shares 17,395 $1.37M 0.01% +7,808 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,139 shares; 2025Q1: 9,056 shares; 2025Q2: 8,951 shares; 2025Q3: 8,626 shares; 2025Q4: 8,488 shares; 2026Q1: 8,540 shares 8,540 $1.37M 0.01% +52 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,800 shares; 2026Q1: 38,100 shares 38,100 $1.37M 0.01% +21,300 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,932 shares; 2025Q3: 7,391 shares; 2025Q4: 19,747 shares; 2026Q1: 21,685 shares 21,685 $1.36M 0.01% +1,938 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,444 shares; 2025Q1: 20,675 shares; 2025Q2: 21,458 shares; 2025Q3: 23,604 shares; 2025Q4: 30,218 shares; 2026Q1: 35,350 shares 35,350 $1.36M 0.01% +5,132 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,932 shares; 2025Q1: 22,665 shares; 2025Q2: 24,628 shares; 2025Q3: 25,022 shares; 2025Q4: 24,830 shares; 2026Q1: 18,012 shares 18,012 $1.35M 0.01% -6,818 Timeline HYD 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: restricted; 2024Q4: 11,140 shares; 2025Q1: 11,540 shares; 2025Q2: 14,928 shares; 2025Q3: 13,520 shares; 2025Q4: 19,566 shares; 2026Q1: 26,944 shares 26,944 $1.35M 0.01% +7,378 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,297 shares; 2025Q2: 14,863 shares; 2025Q3: 15,288 shares; 2025Q4: 16,399 shares; 2026Q1: 21,943 shares 21,943 $1.35M 0.01% +5,544 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,150 shares; 2025Q2: 13,771 shares; 2025Q3: 20,317 shares; 2025Q4: 28,417 shares; 2026Q1: 26,266 shares 26,266 $1.34M 0.01% -2,151 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,653 shares; 2025Q1: 45,042 shares; 2025Q2: 44,497 shares; 2025Q3: 36,225 shares; 2025Q4: 34,695 shares; 2026Q1: 42,138 shares 42,138 $1.34M 0.01% +7,443 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,004 shares; 2025Q1: 17,348 shares; 2025Q2: 18,035 shares; 2025Q3: 21,819 shares; 2025Q4: 24,398 shares; 2026Q1: 22,950 shares 22,950 $1.34M 0.01% -1,448 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,443 shares; 2025Q1: 12,086 shares; 2025Q2: 12,054 shares; 2025Q3: 15,348 shares; 2025Q4: 18,719 shares; 2026Q1: 25,619 shares 25,619 $1.33M 0.01% +6,900 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,292 shares; 2025Q2: 4,272 shares; 2025Q3: 4,302 shares; 2025Q4: 4,300 shares; 2026Q1: 4,384 shares 4,384 $1.33M 0.01% +84 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,603 shares; 2025Q1: 38,603 shares; 2025Q2: 45,603 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $1.32M 0.01% 0 Timeline GSST 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: restricted; 2024Q4: 9,908 shares; 2025Q1: 13,447 shares; 2025Q2: 15,418 shares; 2025Q3: 21,645 shares; 2025Q4: 24,645 shares; 2026Q1: 26,135 shares 26,135 $1.32M 0.01% +1,490 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,611 shares; 2025Q1: 20,396 shares; 2025Q2: 22,915 shares; 2025Q3: 21,603 shares; 2025Q4: 19,171 shares; 2026Q1: 19,855 shares 19,855 $1.32M 0.01% +684 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,313 shares; 2025Q1: 11,408 shares; 2025Q2: 10,447 shares; 2025Q3: 10,684 shares; 2025Q4: 13,994 shares; 2026Q1: 13,453 shares 13,453 $1.31M 0.01% -541 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,096 shares; 2025Q1: 122,901 shares; 2025Q2: 120,826 shares; 2025Q3: 122,512 shares; 2025Q4: 125,573 shares; 2026Q1: 126,675 shares 126,675 $1.3M 0.01% +1,102 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,202 shares; 2025Q1: 19,137 shares; 2025Q2: 18,645 shares; 2025Q3: 18,977 shares; 2025Q4: 27,833 shares; 2026Q1: 44,135 shares 44,135 $1.3M 0.01% +16,302 Timeline IDV 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: restricted; 2024Q4: 34,994 shares; 2025Q1: 19,432 shares; 2025Q2: 24,340 shares; 2025Q3: 26,750 shares; 2025Q4: 28,944 shares; 2026Q1: 30,238 shares 30,238 $1.29M 0.01% +1,294 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,073 shares; 2025Q3: 9,988 shares; 2025Q4: 11,539 shares; 2026Q1: 11,492 shares 11,492 $1.29M 0.01% -47 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,698 shares; 2025Q1: 26,613 shares; 2025Q2: 26,924 shares; 2025Q3: 46,822 shares; 2025Q4: 46,178 shares; 2026Q1: 47,174 shares 47,174 $1.28M 0.01% +996 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,574 shares; 2025Q1: 7,738 shares; 2025Q2: 7,895 shares; 2025Q3: 8,452 shares; 2025Q4: 8,333 shares; 2026Q1: 8,099 shares 8,099 $1.28M 0.01% -234 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,676 shares; 2025Q2: 52,676 shares; 2025Q3: 52,676 shares; 2025Q4: 52,696 shares; 2026Q1: 52,676 shares 52,676 $1.28M 0.01% -20 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,117 shares; 2025Q1: 15,549 shares; 2025Q2: 16,029 shares; 2025Q3: 15,515 shares; 2025Q4: 15,302 shares; 2026Q1: 15,872 shares 15,872 $1.27M 0.01% +570 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: restricted; 2024Q4: 11,247 shares; 2025Q1: 11,371 shares; 2025Q2: 7,546 shares; 2025Q3: 6,927 shares; 2025Q4: 5,914 shares; 2026Q1: 13,591 shares 13,591 $1.26M 0.01% +7,677 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,756 shares; 2025Q1: 7,300 shares; 2025Q2: 8,547 shares; 2025Q3: 8,675 shares; 2025Q4: 7,627 shares; 2026Q1: 5,789 shares 5,789 $1.25M 0.01% -1,838 Timeline SUSB 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: restricted; 2024Q4: 43,115 shares; 2025Q1: 43,575 shares; 2025Q2: 46,641 shares; 2025Q3: 46,641 shares; 2025Q4: 47,900 shares; 2026Q1: 49,935 shares 49,935 $1.25M 0.01% +2,035 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,527 shares; 2025Q1: 7,613 shares; 2025Q2: 7,541 shares; 2025Q3: 6,178 shares; 2025Q4: 7,115 shares; 2026Q1: 4,925 shares 4,925 $1.24M 0.01% -2,190 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,575 shares; 2025Q4: 1,737 shares; 2026Q1: 1,676 shares 1,676 $1.24M 0.01% -61 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,474 shares; 2025Q1: 16,022 shares; 2025Q2: 15,737 shares; 2025Q3: 15,206 shares; 2025Q4: 15,614 shares; 2026Q1: 15,444 shares 15,444 $1.24M 0.01% -170 Timeline EWI 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: restricted; 2024Q4: 25,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,050 shares; 2025Q4: 21,620 shares; 2026Q1: 23,080 shares 23,080 $1.23M 0.01% +1,460 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,731 shares; 2026Q1: 16,078 shares 16,078 $1.22M 0.01% +1,347 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,000 shares; 2025Q1: 135,250 shares; 2025Q2: 157,550 shares; 2025Q3: 136,050 shares; 2025Q4: 123,800 shares; 2026Q1: 104,375 shares 104,375 $1.22M 0.01% -19,425 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: restricted; 2024Q4: 58,528 shares; 2025Q1: 22,524 shares; 2025Q2: 18,775 shares; 2025Q3: 18,968 shares; 2025Q4: 20,264 shares; 2026Q1: 20,676 shares 20,676 $1.22M 0.01% +412 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,922 shares; 2025Q1: 5,095 shares; 2025Q2: 5,302 shares; 2025Q3: 5,501 shares; 2025Q4: 5,675 shares; 2026Q1: 5,792 shares 5,792 $1.21M 0.01% +117 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,150 shares; 2025Q1: 31,679 shares; 2025Q2: 33,826 shares; 2025Q3: 33,496 shares; 2025Q4: 44,761 shares; 2026Q1: 44,901 shares 44,901 $1.2M 0.01% +140 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 6,268 shares; 2025Q2: 6,201 shares; 2025Q3: 5,974 shares; 2025Q4: 5,792 shares; 2026Q1: 5,885 shares 5,885 $1.2M 0.01% +93 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: restricted; 2024Q4: 43,473 shares; 2025Q1: 43,264 shares; 2025Q2: 42,763 shares; 2025Q3: 41,147 shares; 2025Q4: 38,815 shares; 2026Q1: 40,526 shares 40,526 $1.19M 0.01% +1,711 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: restricted; 2024Q4: 22,086 shares; 2025Q1: 20,564 shares; 2025Q2: 16,964 shares; 2025Q3: 15,030 shares; 2025Q4: 12,588 shares; 2026Q1: 9,833 shares 9,833 $1.19M 0.01% -2,755 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,912 shares; 2025Q1: 12,615 shares; 2025Q2: 40,207 shares; 2025Q3: 35,474 shares; 2025Q4: 36,783 shares; 2026Q1: 33,966 shares 33,966 $1.19M 0.01% -2,817 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,012 shares; 2025Q1: 11,047 shares; 2025Q2: 11,011 shares; 2025Q3: 12,065 shares; 2025Q4: 11,007 shares; 2026Q1: 10,743 shares 10,743 $1.18M 0.01% -264 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,571 shares; 2026Q1: 56,355 shares 56,355 $1.17M 0.01% +23,784 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,298 shares 14,298 $1.16M 0.01% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,753 shares; 2025Q4: 8,876 shares; 2026Q1: 23,245 shares 23,245 $1.15M 0.01% +14,369 Timeline TLH 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: restricted; 2024Q4: 2,448 shares; 2025Q1: 7,282 shares; 2025Q2: 9,231 shares; 2025Q3: 10,587 shares; 2025Q4: 10,504 shares; 2026Q1: 11,421 shares 11,421 $1.15M 0.01% +917 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,381 shares; 2025Q1: 43,618 shares; 2025Q2: 43,150 shares; 2025Q3: 39,713 shares; 2025Q4: 35,141 shares; 2026Q1: 40,761 shares 40,761 $1.15M 0.01% +5,620 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,776 shares; 2025Q1: 30,880 shares; 2025Q2: 4,480 shares; 2025Q3: 4,515 shares; 2025Q4: 5,715 shares; 2026Q1: 10,230 shares 10,230 $1.15M 0.01% +4,515 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,430 shares; 2025Q1: 9,639 shares; 2025Q2: 7,518 shares; 2025Q3: 3,898 shares; 2025Q4: 4,898 shares; 2026Q1: 6,153 shares 6,153 $1.15M 0.01% +1,255 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: restricted; 2024Q4: 15,192 shares; 2025Q1: 14,043 shares; 2025Q2: 14,004 shares; 2025Q3: 16,479 shares; 2025Q4: 16,954 shares; 2026Q1: 20,090 shares 20,090 $1.14M 0.01% +3,136 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,604 shares; 2025Q1: 2,580 shares; 2025Q2: 3,781 shares; 2025Q3: 4,832 shares; 2025Q4: 6,376 shares; 2026Q1: 7,564 shares 7,564 $1.14M 0.01% +1,188 Timeline FV 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: restricted; 2024Q4: 21,861 shares; 2025Q1: 22,061 shares; 2025Q2: 22,006 shares; 2025Q3: 22,306 shares; 2025Q4: 20,079 shares; 2026Q1: 18,856 shares 18,856 $1.14M 0.01% -1,223 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 2,469 shares; 2025Q4: 2,229 shares; 2026Q1: 2,078 shares 2,078 $1.13M 0.01% -151 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,876 shares; 2025Q3: 16,198 shares; 2025Q4: 16,833 shares; 2026Q1: 16,944 shares 16,944 $1.12M 0.01% +111 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,257 shares; 2025Q1: 11,845 shares; 2025Q2: 13,156 shares; 2025Q3: 14,822 shares; 2025Q4: 28,005 shares; 2026Q1: 24,749 shares 24,749 $1.12M 0.01% -3,256 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,892 shares; 2025Q1: 70,088 shares; 2025Q2: 69,638 shares; 2025Q3: 73,384 shares; 2025Q4: 66,073 shares; 2026Q1: 49,227 shares 49,227 $1.11M 0.01% -16,846 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 3,471 shares; 2026Q1: 6,708 shares 6,708 $1.11M 0.01% +3,237 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,158 shares; 2025Q1: 19,759 shares; 2025Q2: 19,761 shares; 2025Q3: 19,763 shares; 2025Q4: 19,765 shares; 2026Q1: 19,766 shares 19,766 $1.11M 0.01% +1 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: restricted; 2024Q4: 83,042 shares; 2025Q1: 83,042 shares; 2025Q2: 80,106 shares; 2025Q3: 97,506 shares; 2025Q4: 94,516 shares; 2026Q1: 98,816 shares 98,816 $1.11M 0.01% +4,300 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,000 shares; 2025Q1: 69,000 shares; 2025Q2: 109,000 shares; 2025Q3: 104,000 shares; 2025Q4: 107,000 shares; 2026Q1: 82,000 shares 82,000 $1.11M 0.01% -25,000 Timeline VGSH 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: restricted; 2024Q4: not reported; 2025Q1: 10,512 shares; 2025Q2: 10,963 shares; 2025Q3: 14,956 shares; 2025Q4: 17,709 shares; 2026Q1: 18,850 shares 18,850 $1.1M 0.01% +1,141 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,940 shares 37,940 $1.1M 0.01% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,186 shares; 2025Q1: 12,411 shares; 2025Q2: 13,021 shares; 2025Q3: 13,021 shares; 2025Q4: 12,411 shares; 2026Q1: 12,469 shares 12,469 $1.1M 0.01% +58 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 2,933 shares; 2025Q2: 2,870 shares; 2025Q3: 2,569 shares; 2025Q4: 2,508 shares; 2026Q1: 4,389 shares 4,389 $1.1M 0.01% +1,881 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,622 shares; 2025Q1: 36,695 shares; 2025Q2: 40,191 shares; 2025Q3: 35,829 shares; 2025Q4: 35,209 shares; 2026Q1: 9,836 shares 9,836 $1.1M 0.01% -25,373 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,173 shares; 2025Q1: 12,722 shares; 2025Q2: 12,497 shares; 2025Q3: 14,065 shares; 2025Q4: 14,067 shares; 2026Q1: 14,129 shares 14,129 $1.09M 0.01% +62 Timeline COWG 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: restricted; 2024Q4: 14,619 shares; 2025Q1: 20,534 shares; 2025Q2: 27,452 shares; 2025Q3: 29,107 shares; 2025Q4: 30,452 shares; 2026Q1: 32,280 shares 32,280 $1.09M 0.01% +1,828 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,132 shares; 2025Q2: 1,416 shares; 2025Q3: 1,484 shares; 2025Q4: 1,483 shares; 2026Q1: 1,785 shares 1,785 $1.08M 0.01% +302 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,766 shares; 2025Q2: 17,073 shares; 2025Q3: 28,714 shares; 2025Q4: 38,164 shares; 2026Q1: 44,230 shares 44,230 $1.07M 0.01% +6,066 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,310 shares; 2025Q1: 57,247 shares; 2025Q2: 53,497 shares; 2025Q3: 53,386 shares; 2025Q4: 53,386 shares; 2026Q1: 66,309 shares 66,309 $1.07M 0.01% +12,923 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,122 shares; 2025Q1: 3,136 shares; 2025Q2: 2,821 shares; 2025Q3: 2,824 shares; 2025Q4: 2,856 shares; 2026Q1: 2,987 shares 2,987 $1.06M 0.01% +131 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 7,121 shares; 2025Q3: 6,098 shares; 2025Q4: 6,121 shares; 2026Q1: 5,361 shares 5,361 $1.06M 0.01% -760 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,749 shares; 2026Q1: 35,983 shares 35,983 $1.06M 0.01% +19,234 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,460 shares; 2025Q1: 3,856 shares; 2025Q2: 24,168 shares; 2025Q3: 35,513 shares; 2025Q4: 152,174 shares; 2026Q1: 11,268 shares 11,268 $1.06M 0.01% -140,906 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,370 shares; 2025Q1: 9,720 shares; 2025Q2: 9,516 shares; 2025Q3: 9,140 shares; 2025Q4: 10,204 shares; 2026Q1: 9,947 shares 9,947 $1.06M 0.01% -257 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,827 shares; 2025Q1: 25,226 shares; 2025Q2: 25,230 shares; 2025Q3: 25,235 shares; 2025Q4: 25,240 shares; 2026Q1: 25,260 shares 25,260 $1.05M 0.01% +20 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,845 shares; 2025Q4: 10,256 shares; 2026Q1: 9,586 shares 9,586 $1.05M 0.01% -670 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: restricted; 2024Q4: 14,298 shares; 2025Q1: 14,597 shares; 2025Q2: 17,412 shares; 2025Q3: 15,458 shares; 2025Q4: 16,313 shares; 2026Q1: 15,705 shares 15,705 $1.04M 0.01% -608 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares 3,198 $1.03M 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,363 shares; 2025Q1: 20,337 shares; 2025Q2: 115,102 shares; 2025Q3: 125,122 shares; 2025Q4: 64,130 shares; 2026Q1: 31,015 shares 31,015 $1.03M 0.01% -33,115 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,519 shares; 2025Q1: 18,816 shares; 2025Q2: 18,506 shares; 2025Q3: 19,519 shares; 2025Q4: 20,259 shares; 2026Q1: 20,740 shares 20,740 $1.03M 0.01% +481 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,450 shares; 2025Q3: 9,790 shares; 2025Q4: 9,033 shares; 2026Q1: 8,719 shares 8,719 $1.02M 0.01% -314 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,989 shares; 2025Q1: 3,720 shares; 2025Q2: 3,901 shares; 2025Q3: 3,914 shares; 2025Q4: 3,811 shares; 2026Q1: 3,831 shares 3,831 $1.02M 0.01% +20 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,703 shares; 2025Q1: 51,997 shares; 2025Q2: 55,529 shares; 2025Q3: 55,032 shares; 2025Q4: 54,396 shares; 2026Q1: 54,543 shares 54,543 $1.02M 0.01% +147 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 26,397 shares; 2026Q1: 36,847 shares 36,847 $1.02M 0.01% +10,450 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,381 shares; 2025Q1: 54,376 shares; 2025Q2: 43,115 shares; 2025Q3: 50,083 shares; 2025Q4: 45,557 shares; 2026Q1: 37,350 shares 37,350 $1.01M 0.01% -8,207 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,967 shares; 2025Q1: 280,776 shares; 2025Q2: 188,031 shares; 2025Q3: 149,471 shares; 2025Q4: 56,737 shares; 2026Q1: 55,897 shares 55,897 $1.01M 0.01% -840 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,366 shares; 2025Q1: 11,973 shares; 2025Q2: 12,731 shares; 2025Q3: 13,525 shares; 2025Q4: 15,235 shares; 2026Q1: 20,754 shares 20,754 $1M 0.01% +5,519 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 6,000 shares; 2026Q1: 20,000 shares 20,000 $1M 0.01% +14,000 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,399 shares; 2025Q1: 10,307 shares; 2025Q2: 9,754 shares; 2025Q3: 10,845 shares; 2025Q4: 9,289 shares; 2026Q1: 9,583 shares 9,583 $993K 0.01% +294 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,486 shares; 2025Q1: 6,709 shares; 2025Q2: 7,323 shares; 2025Q3: 8,111 shares; 2025Q4: 8,588 shares; 2026Q1: 10,417 shares 10,417 $989K 0.01% +1,829 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,138 shares; 2025Q1: 14,733 shares; 2025Q2: 15,474 shares; 2025Q3: 15,916 shares; 2025Q4: 16,552 shares; 2026Q1: 18,490 shares 18,490 $988K 0.01% +1,938 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,495 shares; 2025Q3: 16,303 shares; 2025Q4: 18,583 shares; 2026Q1: 19,392 shares 19,392 $984K 0.01% +809 Timeline DWM 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: restricted; 2024Q4: 15,231 shares; 2025Q1: 15,231 shares; 2025Q2: 14,414 shares; 2025Q3: 14,901 shares; 2025Q4: 14,180 shares; 2026Q1: 14,039 shares 14,039 $981K 0.01% -141 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 2,824 shares; 2025Q3: 13,320 shares; 2025Q4: 21,169 shares; 2026Q1: 10,595 shares 10,595 $971K 0.01% -10,574 Timeline BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $965K 0.01% 0 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: restricted; 2024Q4: 25,466 shares; 2025Q1: 9,670 shares; 2025Q2: 9,855 shares; 2025Q3: 9,371 shares; 2025Q4: 9,479 shares; 2026Q1: 9,465 shares 9,465 $965K 0.01% -14 Timeline PKB 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: restricted; 2024Q4: 16,667 shares; 2025Q1: 16,744 shares; 2025Q2: 17,265 shares; 2025Q3: 17,241 shares; 2025Q4: 17,094 shares; 2026Q1: 9,832 shares 9,832 $959K 0.01% -7,262 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,754 shares; 2025Q1: 93,868 shares; 2025Q2: 94,273 shares; 2025Q3: 93,123 shares; 2025Q4: 54,922 shares; 2026Q1: 56,436 shares 56,436 $958K 0.01% +1,514 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: restricted; 2024Q4: 57,450 shares; 2025Q1: 72,891 shares; 2025Q2: 79,391 shares; 2025Q3: 79,647 shares; 2025Q4: 91,737 shares; 2026Q1: 100,930 shares 100,930 $957K 0.01% +9,193 Timeline OEF 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: restricted; 2024Q4: 2,239 shares; 2025Q1: 3,562 shares; 2025Q2: 4,064 shares; 2025Q3: 5,373 shares; 2025Q4: 5,672 shares; 2026Q1: 3,002 shares 3,002 $955K 0.01% -2,670 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 2,486 shares; 2025Q2: 3,143 shares; 2025Q3: 3,854 shares; 2025Q4: 3,830 shares; 2026Q1: 4,001 shares 4,001 $951K 0.01% +171 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,208 shares; 2025Q1: 6,297 shares; 2025Q2: 6,577 shares; 2025Q3: 3,713 shares; 2025Q4: 3,080 shares; 2026Q1: 8,529 shares 8,529 $950K 0.01% +5,449 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,258 shares; 2025Q1: 207,655 shares; 2025Q2: 221,377 shares; 2025Q3: 10,363 shares; 2025Q4: 8,232 shares; 2026Q1: 6,324 shares 6,324 $949K 0.01% -1,908 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,465 shares; 2025Q1: 4,482 shares; 2025Q2: 6,485 shares; 2025Q3: 6,539 shares; 2025Q4: 6,446 shares; 2026Q1: 6,489 shares 6,489 $946K 0.01% +43 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,299 shares; 2025Q1: 17,465 shares; 2025Q2: 18,760 shares; 2025Q3: 18,719 shares; 2025Q4: 19,630 shares; 2026Q1: 20,754 shares 20,754 $945K 0.01% +1,124 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,371 shares; 2025Q1: 21,519 shares; 2025Q2: 22,425 shares; 2025Q3: 22,425 shares; 2025Q4: 22,697 shares; 2026Q1: 14,422 shares 14,422 $940K 0.01% -8,275 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,675 shares; 2025Q1: 244,470 shares; 2025Q2: 263,925 shares; 2025Q3: 242,425 shares; 2025Q4: 228,975 shares; 2026Q1: 220,900 shares 220,900 $939K 0.01% -8,075 Timeline AFDM 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: restricted; 2024Q4: 9,687 shares; 2025Q1: 9,664 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,143 shares; 2026Q1: 11,363 shares 11,363 $933K 0.01% +1,220 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 2,705 shares; 2025Q4: 11,079 shares; 2026Q1: 11,314 shares 11,314 $933K 0.01% +235 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,550 shares; 2025Q1: 20,550 shares; 2025Q2: 20,550 shares; 2025Q3: 24,250 shares; 2025Q4: 26,650 shares; 2026Q1: 37,406 shares 37,406 $931K 0.01% +10,756 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,297 shares; 2025Q1: not reported; 2025Q2: 60,442 shares; 2025Q3: 61,113 shares; 2025Q4: 39,453 shares; 2026Q1: 38,991 shares 38,991 $928K 0.01% -462 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: restricted; 2024Q4: 17,324 shares; 2025Q1: 16,656 shares; 2025Q2: 104,068 shares; 2025Q3: 108,641 shares; 2025Q4: 91,211 shares; 2026Q1: 16,779 shares 16,779 $926K 0.01% -74,432 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,243 shares; 2025Q1: 10,646 shares; 2025Q2: 11,290 shares; 2025Q3: 12,627 shares; 2025Q4: 93,363 shares; 2026Q1: 33,842 shares 33,842 $925K 0.01% -59,521 Timeline DFAU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,328 shares; 2026Q1: 20,324 shares 20,324 $917K 0.01% -24,004 Timeline FPE 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: restricted; 2024Q4: 56,574 shares; 2025Q1: 62,085 shares; 2025Q2: 61,338 shares; 2025Q3: 49,510 shares; 2025Q4: 46,704 shares; 2026Q1: 51,464 shares 51,464 $913K 0.01% +4,760 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,415 shares 4,415 $904K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,444 shares; 2025Q1: 81,448 shares; 2025Q2: 41,673 shares; 2025Q3: 27,008 shares; 2025Q4: 22,040 shares; 2026Q1: 21,647 shares 21,647 $902K 0.01% -393 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,877 shares; 2025Q1: 28,643 shares; 2025Q2: 28,323 shares; 2025Q3: 27,300 shares; 2025Q4: 26,201 shares; 2026Q1: 26,727 shares 26,727 $899K <0.01% +526 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,653 shares; 2025Q3: 11,653 shares; 2025Q4: 15,612 shares; 2026Q1: 13,544 shares 13,544 $898K <0.01% -2,068 Timeline EUFN 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: restricted; 2024Q4: not reported; 2025Q1: 8,516 shares; 2025Q2: 9,878 shares; 2025Q3: 9,852 shares; 2025Q4: 26,129 shares; 2026Q1: 25,774 shares 25,774 $898K <0.01% -355 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,095 shares; 2025Q3: 11,095 shares; 2025Q4: 11,372 shares; 2026Q1: 11,335 shares 11,335 $896K <0.01% -37 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,983 shares; 2025Q1: 15,299 shares; 2025Q2: 11,146 shares; 2025Q3: 11,822 shares; 2025Q4: 12,856 shares; 2026Q1: 9,059 shares 9,059 $893K <0.01% -3,797 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,001 shares; 2025Q1: 6,006 shares; 2025Q2: 6,733 shares; 2025Q3: 6,862 shares; 2025Q4: 19,074 shares; 2026Q1: 18,122 shares 18,122 $888K <0.01% -952 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,062 shares; 2025Q1: 1,549 shares; 2025Q2: 1,934 shares; 2025Q3: 1,851 shares; 2025Q4: 2,345 shares; 2026Q1: 2,918 shares 2,918 $887K <0.01% +573 Timeline IEZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,610 shares 30,610 $886K <0.01% new Timeline GDXJ 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: restricted; 2024Q4: 12,567 shares; 2025Q1: 12,332 shares; 2025Q2: 12,267 shares; 2025Q3: 7,085 shares; 2025Q4: 7,397 shares; 2026Q1: 7,343 shares 7,343 $881K <0.01% -54 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,421 shares; 2025Q4: 1,790 shares; 2026Q1: 2,805 shares 2,805 $880K <0.01% +1,015 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 16,347 shares; 2025Q3: 16,347 shares; 2025Q4: 16,347 shares; 2026Q1: 16,347 shares 16,347 $878K <0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,455 shares 5,455 $878K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 2,407 shares; 2025Q3: 3,121 shares; 2025Q4: 3,596 shares; 2026Q1: 3,571 shares 3,571 $875K <0.01% -25 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,931 shares; 2025Q1: 23,608 shares; 2025Q2: 23,253 shares; 2025Q3: 21,123 shares; 2025Q4: 26,830 shares; 2026Q1: 33,567 shares 33,567 $874K <0.01% +6,737 Timeline USMV 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: restricted; 2024Q4: 4,071 shares; 2025Q1: 4,395 shares; 2025Q2: 9,560 shares; 2025Q3: 9,139 shares; 2025Q4: 9,145 shares; 2026Q1: 9,406 shares 9,406 $872K <0.01% +261 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,125 shares; 2025Q1: 4,383 shares; 2025Q2: 5,918 shares; 2025Q3: 6,287 shares; 2025Q4: 6,469 shares; 2026Q1: 6,779 shares 6,779 $869K <0.01% +310 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 13,172 shares; 2026Q1: 13,959 shares 13,959 $867K <0.01% +787 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,435 shares; 2025Q1: 17,604 shares; 2025Q2: 17,073 shares; 2025Q3: 17,073 shares; 2025Q4: 17,502 shares; 2026Q1: 18,144 shares 18,144 $863K <0.01% +642 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: restricted; 2024Q4: 11,780 shares; 2025Q1: 11,594 shares; 2025Q2: 11,355 shares; 2025Q3: 11,075 shares; 2025Q4: 13,431 shares; 2026Q1: 13,276 shares 13,276 $860K <0.01% -155 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,504 shares; 2025Q1: 7,956 shares; 2025Q2: 8,601 shares; 2025Q3: 12,076 shares; 2025Q4: 12,266 shares; 2026Q1: 13,102 shares 13,102 $855K <0.01% +836 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,112 shares; 2025Q1: 20,112 shares; 2025Q2: 20,112 shares; 2025Q3: 24,207 shares; 2025Q4: 25,485 shares; 2026Q1: 27,135 shares 27,135 $851K <0.01% +1,650 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,260 shares; 2025Q1: 4,360 shares; 2025Q2: 4,532 shares; 2025Q3: 4,291 shares; 2025Q4: not reported; 2026Q1: 17,305 shares 17,305 $846K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,732 shares; 2025Q1: 8,060 shares; 2025Q2: 8,714 shares; 2025Q3: 11,854 shares; 2025Q4: 11,409 shares; 2026Q1: 11,200 shares 11,200 $843K <0.01% -209 Timeline SHYD 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: restricted; 2024Q4: 26,999 shares; 2025Q1: 29,552 shares; 2025Q2: 33,278 shares; 2025Q3: 34,055 shares; 2025Q4: 35,880 shares; 2026Q1: 36,908 shares 36,908 $836K <0.01% +1,028 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,535 shares 18,535 $836K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,482 shares; 2025Q1: 4,913 shares; 2025Q2: 1,576 shares; 2025Q3: 1,668 shares; 2025Q4: 2,253 shares; 2026Q1: 2,168 shares 2,168 $831K <0.01% -85 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,589 shares; 2025Q1: 19,194 shares; 2025Q2: 27,309 shares; 2025Q3: 32,627 shares; 2025Q4: 26,418 shares; 2026Q1: 32,818 shares 32,818 $826K <0.01% +6,400 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,653 shares; 2025Q2: 3,456 shares; 2025Q3: 3,235 shares; 2025Q4: 2,795 shares; 2026Q1: 3,091 shares 3,091 $822K <0.01% +296 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 7,201 shares; 2025Q4: 7,455 shares; 2026Q1: 8,157 shares 8,157 $821K <0.01% +702 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,597 shares; 2025Q1: 19,443 shares; 2025Q2: 20,579 shares; 2025Q3: 15,054 shares; 2025Q4: 18,870 shares; 2026Q1: 17,285 shares 17,285 $814K <0.01% -1,585 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,582 shares; 2025Q1: 23,745 shares; 2025Q2: 24,066 shares; 2025Q3: 25,227 shares; 2025Q4: 28,416 shares; 2026Q1: 31,388 shares 31,388 $810K <0.01% +2,972 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,336 shares; 2025Q1: 40,162 shares; 2025Q2: 30,770 shares; 2025Q3: 21,312 shares; 2025Q4: 14,144 shares; 2026Q1: 25,244 shares 25,244 $808K <0.01% +11,100 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 6,000 shares 6,000 $808K <0.01% +4,250 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 12,142 shares; 2025Q3: 16,623 shares; 2025Q4: 18,018 shares; 2026Q1: 21,454 shares 21,454 $801K <0.01% +3,436 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,034 shares; 2025Q1: 17,870 shares; 2025Q2: 18,423 shares; 2025Q3: 16,909 shares; 2025Q4: 17,256 shares; 2026Q1: 17,675 shares 17,675 $801K <0.01% +419 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,269 shares; 2025Q1: 1,211 shares; 2025Q2: 1,406 shares; 2025Q3: 1,706 shares; 2025Q4: 1,581 shares; 2026Q1: 1,631 shares 1,631 $800K <0.01% +50 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,035 shares; 2025Q1: 10,297 shares; 2025Q2: 9,186 shares; 2025Q3: 8,575 shares; 2025Q4: 6,154 shares; 2026Q1: 4,534 shares 4,534 $796K <0.01% -1,620 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,534 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,546 shares 2,546 $795K <0.01% +17 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,320 shares; 2025Q1: 14,965 shares; 2025Q2: 15,997 shares; 2025Q3: 16,397 shares; 2025Q4: 19,923 shares; 2026Q1: 17,913 shares 17,913 $791K <0.01% -2,010 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,085 shares; 2025Q1: 48,187 shares; 2025Q2: 47,717 shares; 2025Q3: 38,107 shares; 2025Q4: 37,414 shares; 2026Q1: 49,617 shares 49,617 $788K <0.01% +12,203 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,596 shares; 2025Q1: 9,185 shares; 2025Q2: 8,953 shares; 2025Q3: 8,784 shares; 2025Q4: 8,688 shares; 2026Q1: 8,735 shares 8,735 $787K <0.01% +47 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,774 shares; 2025Q1: 25,102 shares; 2025Q2: 23,321 shares; 2025Q3: 9,993 shares; 2025Q4: not reported; 2026Q1: 34,328 shares 34,328 $786K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,596 shares; 2025Q1: 46,547 shares; 2025Q2: 40,973 shares; 2025Q3: 41,112 shares; 2025Q4: 36,237 shares; 2026Q1: 36,793 shares 36,793 $779K <0.01% +556 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,528 shares; 2026Q1: 1,258 shares 1,258 $776K <0.01% -270 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,585 shares; 2025Q1: 17,051 shares; 2025Q2: 17,051 shares; 2025Q3: 17,051 shares; 2025Q4: 17,201 shares; 2026Q1: 19,532 shares 19,532 $771K <0.01% +2,331 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,730 shares; 2025Q1: 14,876 shares; 2025Q2: 13,983 shares; 2025Q3: 13,757 shares; 2025Q4: 11,664 shares; 2026Q1: 10,794 shares 10,794 $768K <0.01% -870 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,774 shares; 2025Q1: 6,703 shares; 2025Q2: 8,053 shares; 2025Q3: 7,809 shares; 2025Q4: 7,912 shares; 2026Q1: 7,612 shares 7,612 $762K <0.01% -300 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,713 shares; 2025Q1: 8,847 shares; 2025Q2: 7,991 shares; 2025Q3: 5,601 shares; 2025Q4: 5,844 shares; 2026Q1: 7,513 shares 7,513 $756K <0.01% +1,669 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,165 shares; 2025Q1: 27,834 shares; 2025Q2: 23,722 shares; 2025Q3: 23,241 shares; 2025Q4: 22,363 shares; 2026Q1: 22,181 shares 22,181 $749K <0.01% -182 Timeline NIXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,560 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 29,860 shares; 2026Q1: 27,160 shares 27,160 $747K <0.01% -2,700 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,794 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,214 shares; 2025Q4: 2,814 shares; 2026Q1: 2,964 shares 2,964 $743K <0.01% +150 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,785 shares; 2025Q1: 2,058 shares; 2025Q2: 1,354 shares; 2025Q3: 1,800 shares; 2025Q4: 2,004 shares; 2026Q1: 1,864 shares 1,864 $742K <0.01% -140 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,777 shares; 2025Q1: 8,721 shares; 2025Q2: 9,291 shares; 2025Q3: 9,291 shares; 2025Q4: 9,383 shares; 2026Q1: 11,728 shares 11,728 $735K <0.01% +2,345 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,925 shares; 2025Q1: 24,575 shares; 2025Q2: 25,474 shares; 2025Q3: 18,085 shares; 2025Q4: 18,474 shares; 2026Q1: 15,182 shares 15,182 $733K <0.01% -3,292 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: 3,315 shares; 2025Q3: 3,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,252 shares 5,252 $731K <0.01% +2 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,660 shares; 2025Q1: 20,645 shares; 2025Q2: 20,932 shares; 2025Q3: 21,467 shares; 2025Q4: 21,422 shares; 2026Q1: 29,407 shares 29,407 $728K <0.01% +7,985 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: restricted; 2024Q4: 5,510 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares; 2026Q1: 5,761 shares 5,761 $726K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,536 shares; 2025Q1: 8,715 shares; 2025Q2: 8,830 shares; 2025Q3: 10,033 shares; 2025Q4: 10,299 shares; 2026Q1: 8,861 shares 8,861 $724K <0.01% -1,438 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,343 shares; 2025Q1: 6,497 shares; 2025Q2: 6,422 shares; 2025Q3: 6,623 shares; 2025Q4: 6,581 shares; 2026Q1: 4,999 shares 4,999 $723K <0.01% -1,582 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,586 shares; 2025Q4: 20,786 shares; 2026Q1: 23,411 shares 23,411 $722K <0.01% +2,625 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,060 shares; 2025Q1: 38,953 shares; 2025Q2: 40,108 shares; 2025Q3: 39,991 shares; 2025Q4: 36,892 shares; 2026Q1: 7,968 shares 7,968 $721K <0.01% -28,924 Timeline TMFC 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: restricted; 2024Q4: 21,725 shares; 2025Q1: 15,675 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 14,300 shares; 2026Q1: 10,900 shares 10,900 $719K <0.01% -3,400 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,559 shares; 2025Q1: 9,523 shares; 2025Q2: 10,622 shares; 2025Q3: 11,204 shares; 2025Q4: 11,893 shares; 2026Q1: 16,035 shares 16,035 $719K <0.01% +4,142 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,056 shares; 2025Q1: 9,907 shares; 2025Q2: 9,795 shares; 2025Q3: 10,357 shares; 2025Q4: 9,595 shares; 2026Q1: 7,675 shares 7,675 $719K <0.01% -1,920 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,366 shares; 2025Q1: 13,141 shares; 2025Q2: 17,087 shares; 2025Q3: 17,218 shares; 2025Q4: 18,251 shares; 2026Q1: 18,283 shares 18,283 $718K <0.01% +32 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,910 shares; 2025Q1: 9,738 shares; 2025Q2: 13,601 shares; 2025Q3: 12,584 shares; 2025Q4: 9,895 shares; 2026Q1: 9,773 shares 9,773 $715K <0.01% -122 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,374 shares; 2025Q1: 30,390 shares; 2025Q2: 24,910 shares; 2025Q3: 21,950 shares; 2025Q4: 26,962 shares; 2026Q1: 26,512 shares 26,512 $713K <0.01% -450 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,397 shares; 2025Q4: 18,592 shares; 2026Q1: 18,736 shares 18,736 $712K <0.01% +144 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares; 2026Q1: 3,705 shares 3,705 $710K <0.01% +2,175 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,442 shares; 2026Q1: 9,352 shares 9,352 $708K <0.01% +4,910 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,039 shares; 2025Q1: 25,989 shares; 2025Q2: 23,774 shares; 2025Q3: 23,704 shares; 2025Q4: 12,005 shares; 2026Q1: 10,882 shares 10,882 $707K <0.01% -1,123 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,284 shares; 2025Q3: 16,121 shares; 2025Q4: 19,271 shares; 2026Q1: 21,459 shares 21,459 $707K <0.01% +2,188 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,350 shares; 2025Q2: 5,930 shares; 2025Q3: 10,850 shares; 2025Q4: 14,134 shares; 2026Q1: 14,177 shares 14,177 $704K <0.01% +43 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,641 shares; 2025Q1: 6,038 shares; 2025Q2: 4,745 shares; 2025Q3: 4,904 shares; 2025Q4: 4,566 shares; 2026Q1: 4,062 shares 4,062 $703K <0.01% -504 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,822 shares 33,822 $702K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,300 shares; 2025Q1: 28,204 shares; 2025Q2: 34,276 shares; 2025Q3: 19,536 shares; 2025Q4: 19,597 shares; 2026Q1: 19,658 shares 19,658 $698K <0.01% +61 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,055 shares; 2025Q1: 3,057 shares; 2025Q2: 3,292 shares; 2025Q3: 3,345 shares; 2025Q4: 3,791 shares; 2026Q1: 4,434 shares 4,434 $698K <0.01% +643 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,487 shares; 2025Q1: 3,388 shares; 2025Q2: 3,656 shares; 2025Q3: 3,930 shares; 2025Q4: 4,361 shares; 2026Q1: 3,759 shares 3,759 $694K <0.01% -602 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,600 shares; 2025Q1: 26,939 shares; 2025Q2: 26,403 shares; 2025Q3: 27,862 shares; 2025Q4: 28,061 shares; 2026Q1: 30,240 shares 30,240 $693K <0.01% +2,179 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 2,872 shares; 2025Q2: 2,712 shares; 2025Q3: 2,342 shares; 2025Q4: 1,946 shares; 2026Q1: 1,822 shares 1,822 $692K <0.01% -124 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: restricted; 2024Q4: 2,774 shares; 2025Q1: 2,274 shares; 2025Q2: 5,963 shares; 2025Q3: 6,300 shares; 2025Q4: 6,269 shares; 2026Q1: 5,719 shares 5,719 $691K <0.01% -550 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,206 shares; 2025Q1: 3,715 shares; 2025Q2: 8,164 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares 7,184 $688K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,762 shares; 2025Q1: 1,918 shares; 2025Q2: 2,075 shares; 2025Q3: 2,166 shares; 2025Q4: 2,411 shares; 2026Q1: 2,287 shares 2,287 $688K <0.01% -124 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,175 shares; 2025Q1: 11,275 shares; 2025Q2: 11,475 shares; 2025Q3: 11,075 shares; 2025Q4: 10,458 shares; 2026Q1: 9,450 shares 9,450 $688K <0.01% -1,008 Timeline GPIQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,277 shares; 2025Q4: 11,901 shares; 2026Q1: 13,879 shares 13,879 $687K <0.01% +1,978 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,784 shares; 2025Q1: 16,785 shares; 2025Q2: 16,528 shares; 2025Q3: 18,136 shares; 2025Q4: 9,873 shares; 2026Q1: 5,274 shares 5,274 $685K <0.01% -4,599 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,343 shares; 2025Q2: 1,169 shares; 2025Q3: 1,220 shares; 2025Q4: 1,253 shares; 2026Q1: 935 shares 935 $683K <0.01% -318 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,599 shares; 2025Q2: 2,709 shares; 2025Q3: 2,632 shares; 2025Q4: 2,593 shares; 2026Q1: 2,503 shares 2,503 $678K <0.01% -90 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: restricted; 2024Q4: 14,842 shares; 2025Q1: 12,129 shares; 2025Q2: 14,426 shares; 2025Q3: 14,670 shares; 2025Q4: 14,349 shares; 2026Q1: 6,960 shares 6,960 $675K <0.01% -7,389 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: restricted; 2024Q4: 11,829 shares; 2025Q1: 13,657 shares; 2025Q2: 13,608 shares; 2025Q3: 14,940 shares; 2025Q4: 14,612 shares; 2026Q1: 10,749 shares 10,749 $674K <0.01% -3,863 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,105 shares; 2025Q1: 2,569 shares; 2025Q2: 2,325 shares; 2025Q3: 2,251 shares; 2025Q4: 2,527 shares; 2026Q1: 4,722 shares 4,722 $673K <0.01% +2,195 Timeline HEFA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,517 shares; 2025Q4: 10,500 shares; 2026Q1: 15,809 shares 15,809 $672K <0.01% +5,309 Timeline THEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,660 shares; 2026Q1: 24,288 shares 24,288 $662K <0.01% +11,628 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,658 shares; 2025Q1: 5,610 shares; 2025Q2: 5,450 shares; 2025Q3: 5,143 shares; 2025Q4: 9,744 shares; 2026Q1: 11,009 shares 11,009 $656K <0.01% +1,265 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 304 shares; 2025Q3: 316 shares; 2025Q4: 370 shares; 2026Q1: 343 shares 343 $647K <0.01% -27 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,500 shares; 2025Q3: 19,175 shares; 2025Q4: 15,500 shares; 2026Q1: 17,325 shares 17,325 $644K <0.01% +1,825 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 4,928 shares; 2025Q2: 5,500 shares; 2025Q3: 4,582 shares; 2025Q4: 3,937 shares; 2026Q1: 4,396 shares 4,396 $639K <0.01% +459 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 1,929 shares 1,929 $634K <0.01% +1,103 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: restricted; 2024Q4: 34,552 shares; 2025Q1: 71,832 shares; 2025Q2: 80,340 shares; 2025Q3: 22,042 shares; 2025Q4: 24,887 shares; 2026Q1: 7,892 shares 7,892 $632K <0.01% -16,995 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,817 shares 11,817 $630K <0.01% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 15,375 shares; 2026Q1: 47,283 shares 47,283 $629K <0.01% +31,908 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,528 shares; 2025Q1: 26,528 shares; 2025Q2: 25,528 shares; 2025Q3: 25,528 shares; 2025Q4: 25,528 shares; 2026Q1: 25,528 shares 25,528 $620K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,411 shares; 2025Q1: 11,543 shares; 2025Q2: 12,740 shares; 2025Q3: 12,763 shares; 2025Q4: 13,035 shares; 2026Q1: 14,145 shares 14,145 $620K <0.01% +1,110 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,132 shares; 2025Q1: 8,271 shares; 2025Q2: 8,948 shares; 2025Q3: 8,637 shares; 2025Q4: 8,395 shares; 2026Q1: 8,556 shares 8,556 $619K <0.01% +161 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,190 shares 12,190 $617K <0.01% new Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,195 shares 14,195 $616K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,414 shares; 2025Q1: 7,386 shares; 2025Q2: 6,228 shares; 2025Q3: 5,932 shares; 2025Q4: 7,236 shares; 2026Q1: 12,800 shares 12,800 $615K <0.01% +5,564 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,908 shares; 2025Q1: 19,058 shares; 2025Q2: 22,658 shares; 2025Q3: 25,418 shares; 2025Q4: 30,733 shares; 2026Q1: 31,433 shares 31,433 $612K <0.01% +700 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,155 shares; 2025Q1: 3,502 shares; 2025Q2: 4,107 shares; 2025Q3: 4,352 shares; 2025Q4: 4,866 shares; 2026Q1: 6,543 shares 6,543 $610K <0.01% +1,677 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares; 2026Q1: 1,842 shares 1,842 $609K <0.01% +83 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,566 shares 1,566 $608K <0.01% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 4,356 shares; 2026Q1: 3,709 shares 3,709 $607K <0.01% -647 Timeline TMFS 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: restricted; 2024Q4: 40,050 shares; 2025Q1: 29,800 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 22,300 shares; 2026Q1: 18,950 shares 18,950 $606K <0.01% -3,350 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 9,550 shares; 2025Q2: 11,674 shares; 2025Q3: 11,581 shares; 2025Q4: 11,267 shares; 2026Q1: 13,152 shares 13,152 $606K <0.01% +1,885 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,088 shares; 2025Q1: 17,888 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,488 shares 17,488 $603K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $603K <0.01% 0 Timeline RPG 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: restricted; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 13,345 shares; 2025Q3: 12,863 shares; 2025Q4: 12,863 shares; 2026Q1: 12,863 shares 12,863 $601K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,534 shares; 2025Q1: 41,932 shares; 2025Q2: 41,422 shares; 2025Q3: 41,438 shares; 2025Q4: 43,109 shares; 2026Q1: 40,343 shares 40,343 $601K <0.01% -2,766 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,945 shares; 2025Q1: 14,715 shares; 2025Q2: 14,698 shares; 2025Q3: 14,471 shares; 2025Q4: 14,478 shares; 2026Q1: 14,485 shares 14,485 $600K <0.01% +7 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,200 shares; 2025Q1: 56,200 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 69,200 shares; 2026Q1: 69,200 shares 69,200 $599K <0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,037 shares; 2025Q3: 12,559 shares; 2025Q4: 14,056 shares; 2026Q1: 16,442 shares 16,442 $596K <0.01% +2,386 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: restricted; 2024Q4: 2,637 shares; 2025Q1: 2,640 shares; 2025Q2: 2,657 shares; 2025Q3: 2,251 shares; 2025Q4: 1,880 shares; 2026Q1: 1,682 shares 1,682 $595K <0.01% -198 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 951 shares; 2025Q2: 954 shares; 2025Q3: 876 shares; 2025Q4: 839 shares; 2026Q1: 814 shares 814 $593K <0.01% -25 Timeline DGS 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: restricted; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares; 2025Q4: 9,880 shares; 2026Q1: 9,830 shares 9,830 $591K <0.01% -50 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,950 shares; 2025Q1: 23,847 shares; 2025Q2: 24,042 shares; 2025Q3: 23,319 shares; 2025Q4: 22,680 shares; 2026Q1: 31,020 shares 31,020 $589K <0.01% +8,340 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,990 shares 5,990 $584K <0.01% new Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 769,471 shares; 2025Q1: 748,122 shares; 2025Q2: 685,637 shares; 2025Q3: 485,412 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $581K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,770 shares; 2025Q1: 7,774 shares; 2025Q2: 6,193 shares; 2025Q3: 5,048 shares; 2025Q4: 4,678 shares; 2026Q1: 5,421 shares 5,421 $577K <0.01% +743 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares; 2026Q1: 18,750 shares 18,750 $577K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,850 shares; 2025Q1: 6,431 shares; 2025Q2: 7,441 shares; 2025Q3: 8,687 shares; 2025Q4: 9,399 shares; 2026Q1: 9,728 shares 9,728 $576K <0.01% +329 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,208 shares; 2025Q1: 9,208 shares; 2025Q2: 9,208 shares; 2025Q3: 9,208 shares; 2025Q4: 10,115 shares; 2026Q1: 11,030 shares 11,030 $576K <0.01% +915 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,585 shares; 2025Q1: 5,070 shares; 2025Q2: 5,929 shares; 2025Q3: 6,215 shares; 2025Q4: 5,900 shares; 2026Q1: 5,247 shares 5,247 $572K <0.01% -653 Timeline SIL 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: restricted; 2024Q4: not reported; 2025Q1: 6,265 shares; 2025Q2: 4,365 shares; 2025Q3: 3,765 shares; 2025Q4: 4,222 shares; 2026Q1: 6,347 shares 6,347 $572K <0.01% +2,125 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,485 shares; 2025Q3: 12,727 shares; 2025Q4: 18,727 shares; 2026Q1: 21,189 shares 21,189 $571K <0.01% +2,462 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares 1,910 $569K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,255 shares; 2025Q1: 6,829 shares; 2025Q2: 6,710 shares; 2025Q3: 6,198 shares; 2025Q4: 5,198 shares; 2026Q1: 5,025 shares 5,025 $566K <0.01% -173 Timeline IYK 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: restricted; 2024Q4: 14,949 shares; 2025Q1: 16,335 shares; 2025Q2: 11,780 shares; 2025Q3: 11,507 shares; 2025Q4: 8,089 shares; 2026Q1: 8,066 shares 8,066 $565K <0.01% -23 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,480 shares; 2025Q1: 26,176 shares; 2025Q2: 25,776 shares; 2025Q3: 24,998 shares; 2025Q4: 20,912 shares; 2026Q1: 20,912 shares 20,912 $563K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 5,991 shares 5,991 $559K <0.01% +68 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,728 shares; 2025Q1: 261,380 shares; 2025Q2: 354,726 shares; 2025Q3: 281,886 shares; 2025Q4: 118,243 shares; 2026Q1: 2,861 shares 2,861 $559K <0.01% -115,382 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,955 shares; 2025Q1: 14,254 shares; 2025Q2: 9,243 shares; 2025Q3: 10,863 shares; 2025Q4: 13,429 shares; 2026Q1: 14,243 shares 14,243 $556K <0.01% +814 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,622 shares; 2025Q1: 7,748 shares; 2025Q2: 7,887 shares; 2025Q3: 8,023 shares; 2025Q4: 8,197 shares; 2026Q1: 11,129 shares 11,129 $555K <0.01% +2,932 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares; 2026Q1: 7,602 shares 7,602 $554K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,788 shares; 2025Q1: 16,848 shares; 2025Q2: 16,448 shares; 2025Q3: 16,448 shares; 2025Q4: 20,504 shares; 2026Q1: 20,513 shares 20,513 $552K <0.01% +9 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,457 shares; 2025Q1: 9,021 shares; 2025Q2: 9,164 shares; 2025Q3: 9,111 shares; 2025Q4: 9,802 shares; 2026Q1: 12,308 shares 12,308 $552K <0.01% +2,506 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,462 shares; 2025Q1: 30,862 shares; 2025Q2: 30,737 shares; 2025Q3: 18,450 shares; 2025Q4: 20,300 shares; 2026Q1: 16,200 shares 16,200 $550K <0.01% -4,100 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,017 shares; 2025Q4: 8,241 shares; 2026Q1: 15,955 shares 15,955 $549K <0.01% +7,714 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares; 2026Q1: 7,727 shares 7,727 $548K <0.01% -2,820 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,946 shares; 2025Q1: 3,402 shares; 2025Q2: 3,456 shares; 2025Q3: 3,220 shares; 2025Q4: 1,669 shares; 2026Q1: 1,546 shares 1,546 $543K <0.01% -123 Timeline IAGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 8,101 shares; 2025Q4: 8,822 shares; 2026Q1: 10,834 shares 10,834 $542K <0.01% +2,012 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,425 shares; 2025Q3: 11,425 shares; 2025Q4: 11,425 shares; 2026Q1: 11,425 shares 11,425 $539K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,630 shares; 2025Q1: 31,998 shares; 2025Q2: 32,295 shares; 2025Q3: 33,537 shares; 2025Q4: 27,059 shares; 2026Q1: 23,643 shares 23,643 $538K <0.01% -3,416 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,827 shares; 2025Q1: 11,841 shares; 2025Q2: 10,993 shares; 2025Q3: 10,606 shares; 2025Q4: 7,920 shares; 2026Q1: 6,621 shares 6,621 $538K <0.01% -1,299 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,181 shares; 2025Q1: 11,249 shares; 2025Q2: 11,860 shares; 2025Q3: 14,643 shares; 2025Q4: 23,722 shares; 2026Q1: 15,104 shares 15,104 $536K <0.01% -8,618 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 1,146 shares; 2025Q2: 1,246 shares; 2025Q3: 1,472 shares; 2025Q4: 1,694 shares; 2026Q1: 1,563 shares 1,563 $535K <0.01% -131 Timeline FLV 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: restricted; 2024Q4: 4,233 shares; 2025Q1: 5,685 shares; 2025Q2: 5,821 shares; 2025Q3: 5,829 shares; 2025Q4: 6,112 shares; 2026Q1: 6,971 shares 6,971 $535K <0.01% +859 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,143 shares 6,143 $534K <0.01% new Timeline OFRM ONCE UPON A FARM PBC More: the full row for ONCE UPON A FARM PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,645 shares 32,645 $534K <0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,237 shares; 2025Q1: 36,237 shares; 2025Q2: 36,237 shares; 2025Q3: 35,887 shares; 2025Q4: 35,887 shares; 2026Q1: 30,558 shares 30,558 $532K <0.01% -5,329 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,379 shares; 2025Q1: 20,217 shares; 2025Q2: 20,142 shares; 2025Q3: 19,855 shares; 2025Q4: 19,769 shares; 2026Q1: 20,091 shares 20,091 $531K <0.01% +322 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,338 shares; 2025Q1: 10,523 shares; 2025Q2: 11,104 shares; 2025Q3: 11,082 shares; 2025Q4: 11,592 shares; 2026Q1: 11,592 shares 11,592 $526K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 4,326 shares; 2025Q2: 3,526 shares; 2025Q3: 3,454 shares; 2025Q4: 3,414 shares; 2026Q1: 2,652 shares 2,652 $526K <0.01% -762 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares; 2025Q4: 4,388 shares; 2026Q1: 4,389 shares 4,389 $525K <0.01% +1 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,607 shares; 2026Q1: 27,343 shares 27,343 $524K <0.01% +4,736 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,893 shares; 2025Q4: 5,254 shares; 2026Q1: 6,106 shares 6,106 $523K <0.01% +852 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: restricted; 2024Q4: 4,688 shares; 2025Q1: 1,584 shares; 2025Q2: 2,751 shares; 2025Q3: 11,689 shares; 2025Q4: 9,005 shares; 2026Q1: 2,758 shares 2,758 $523K <0.01% -6,247 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 3,156 shares; 2025Q4: 3,524 shares; 2026Q1: 3,734 shares 3,734 $522K <0.01% +210 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,580 shares; 2025Q4: 25,930 shares; 2026Q1: 26,330 shares 26,330 $521K <0.01% +400 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,198 shares; 2025Q1: 10,260 shares; 2025Q2: 10,373 shares; 2025Q3: 10,667 shares; 2025Q4: 11,036 shares; 2026Q1: 9,187 shares 9,187 $520K <0.01% -1,849 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,363 shares; 2026Q1: 6,274 shares 6,274 $520K <0.01% +911 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,969 shares; 2025Q2: 4,272 shares; 2025Q3: 5,849 shares; 2025Q4: 4,458 shares; 2026Q1: 3,633 shares 3,633 $519K <0.01% -825 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,655 shares; 2025Q1: 3,625 shares; 2025Q2: 3,588 shares; 2025Q3: 3,510 shares; 2025Q4: 3,393 shares; 2026Q1: 3,403 shares 3,403 $518K <0.01% +10 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,808 shares; 2025Q1: 4,872 shares; 2025Q2: 4,858 shares; 2025Q3: 4,864 shares; 2025Q4: 4,746 shares; 2026Q1: 4,824 shares 4,824 $516K <0.01% +78 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,734 shares; 2025Q1: 504,464 shares; 2025Q2: 354,607 shares; 2025Q3: 101,531 shares; 2025Q4: 2,873 shares; 2026Q1: 2,528 shares 2,528 $515K <0.01% -345 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: restricted; 2024Q4: 11,400 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares; 2026Q1: 11,400 shares 11,400 $514K <0.01% -500 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,758 shares; 2025Q1: 7,675 shares; 2025Q2: 7,681 shares; 2025Q3: 6,478 shares; 2025Q4: 7,638 shares; 2026Q1: 8,201 shares 8,201 $512K <0.01% +563 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,148 shares; 2025Q1: 14,364 shares; 2025Q2: 12,420 shares; 2025Q3: 12,613 shares; 2025Q4: 12,306 shares; 2026Q1: 10,555 shares 10,555 $511K <0.01% -1,751 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,354 shares; 2025Q4: 6,354 shares; 2026Q1: 8,204 shares 8,204 $511K <0.01% +1,850 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 4,717 shares; 2025Q2: 4,813 shares; 2025Q3: 4,533 shares; 2025Q4: 4,503 shares; 2026Q1: 4,507 shares 4,507 $510K <0.01% +4 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,312 shares; 2026Q1: 6,305 shares 6,305 $510K <0.01% +1,993 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,382 shares; 2025Q1: 20,547 shares; 2025Q2: 18,203 shares; 2025Q3: 15,310 shares; 2025Q4: 10,339 shares; 2026Q1: 7,874 shares 7,874 $509K <0.01% -2,465 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,001 shares; 2025Q1: 3,187 shares; 2025Q2: 2,804 shares; 2025Q3: 3,640 shares; 2025Q4: 3,692 shares; 2026Q1: 3,651 shares 3,651 $505K <0.01% -41 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: restricted; 2024Q4: 5,586 shares; 2025Q1: 5,665 shares; 2025Q2: 5,202 shares; 2025Q3: 5,437 shares; 2025Q4: 5,457 shares; 2026Q1: 5,707 shares 5,707 $505K <0.01% +250 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,540 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 5,450 shares; 2026Q1: 5,390 shares 5,390 $504K <0.01% -60 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,700 shares; 2025Q4: 50,700 shares; 2026Q1: 50,700 shares 50,700 $503K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $501K <0.01% 0 Timeline SPYV 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: restricted; 2024Q4: 5,278 shares; 2025Q1: 5,317 shares; 2025Q2: 5,278 shares; 2025Q3: 5,345 shares; 2025Q4: 8,798 shares; 2026Q1: 8,848 shares 8,848 $501K <0.01% +50 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,971 shares; 2025Q1: 3,001 shares; 2025Q2: 3,375 shares; 2025Q3: 3,419 shares; 2025Q4: 3,293 shares; 2026Q1: 3,218 shares 3,218 $499K <0.01% -75 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,130 shares; 2025Q1: 20,330 shares; 2025Q2: 20,330 shares; 2025Q3: 20,034 shares; 2025Q4: 22,034 shares; 2026Q1: 23,691 shares 23,691 $498K <0.01% +1,657 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,290 shares; 2025Q1: 16,290 shares; 2025Q2: 13,515 shares; 2025Q3: 13,378 shares; 2025Q4: 14,774 shares; 2026Q1: 14,781 shares 14,781 $498K <0.01% +7 Timeline ESML 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: restricted; 2024Q4: 9,270 shares; 2025Q1: 9,453 shares; 2025Q2: 10,197 shares; 2025Q3: 10,169 shares; 2025Q4: 10,578 shares; 2026Q1: 10,579 shares 10,579 $497K <0.01% +1 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,697 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares; 2026Q1: 13,889 shares 13,889 $492K <0.01% 0 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,837 shares; 2025Q4: 12,078 shares; 2026Q1: 16,561 shares 16,561 $492K <0.01% +4,483 Timeline DGRW 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: restricted; 2024Q4: 4,481 shares; 2025Q1: 5,025 shares; 2025Q2: 4,686 shares; 2025Q3: 4,886 shares; 2025Q4: 5,727 shares; 2026Q1: 5,575 shares 5,575 $490K <0.01% -152 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,014 shares; 2025Q2: 4,525 shares; 2025Q3: 5,211 shares; 2025Q4: 5,659 shares; 2026Q1: 5,982 shares 5,982 $489K <0.01% +323 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 2,212 shares; 2025Q2: 1,855 shares; 2025Q3: 1,959 shares; 2025Q4: 2,190 shares; 2026Q1: 2,696 shares 2,696 $486K <0.01% +506 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 5,018 shares; 2025Q4: 4,907 shares; 2026Q1: 5,607 shares 5,607 $485K <0.01% +700 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,520 shares; 2025Q1: 5,978 shares; 2025Q2: 8,660 shares; 2025Q3: 9,055 shares; 2025Q4: 10,547 shares; 2026Q1: 11,111 shares 11,111 $484K <0.01% +564 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,734 shares; 2025Q3: 17,734 shares; 2025Q4: 17,734 shares; 2026Q1: 19,054 shares 19,054 $484K <0.01% +1,320 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,892 shares; 2025Q1: 3,083 shares; 2025Q2: 2,941 shares; 2025Q3: 3,225 shares; 2025Q4: 3,247 shares; 2026Q1: 2,759 shares 2,759 $482K <0.01% -488 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,066 shares; 2025Q1: 11,900 shares; 2025Q2: 12,000 shares; 2025Q3: 12,617 shares; 2025Q4: 11,585 shares; 2026Q1: 10,837 shares 10,837 $480K <0.01% -748 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 2,761 shares 2,761 $479K <0.01% +41 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: restricted; 2024Q4: 329 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 291 shares; 2025Q4: 267 shares; 2026Q1: 141 shares 141 $475K <0.01% -126 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: not reported; 2025Q3: 14,168 shares; 2025Q4: 19,397 shares; 2026Q1: 20,333 shares 20,333 $474K <0.01% +936 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,338 shares; 2025Q1: 11,172 shares; 2025Q2: 9,786 shares; 2025Q3: 10,065 shares; 2025Q4: 12,709 shares; 2026Q1: 13,095 shares 13,095 $474K <0.01% +386 Timeline IYR 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: restricted; 2024Q4: 6,319 shares; 2025Q1: 4,506 shares; 2025Q2: 4,426 shares; 2025Q3: 4,340 shares; 2025Q4: 5,005 shares; 2026Q1: 4,967 shares 4,967 $470K <0.01% -38 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,698 shares 18,698 $469K <0.01% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,575 shares; 2025Q1: 20,509 shares; 2025Q2: 32,701 shares; 2025Q3: 34,342 shares; 2025Q4: 35,099 shares; 2026Q1: 38,086 shares 38,086 $468K <0.01% +2,987 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: 1,696 shares; 2025Q2: 1,732 shares; 2025Q3: 1,772 shares; 2025Q4: 1,809 shares; 2026Q1: 1,763 shares 1,763 $468K <0.01% -46 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,499 shares; 2025Q1: 3,385 shares; 2025Q2: 3,417 shares; 2025Q3: 3,251 shares; 2025Q4: 3,304 shares; 2026Q1: 4,487 shares 4,487 $467K <0.01% +1,183 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares 17,500 $467K <0.01% 0 Timeline TOTL 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: restricted; 2024Q4: 9,336 shares; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 10,532 shares; 2025Q4: 9,843 shares; 2026Q1: 11,742 shares 11,742 $467K <0.01% +1,899 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 778 shares; 2025Q2: 786 shares; 2025Q3: 550 shares; 2025Q4: 451 shares; 2026Q1: 436 shares 436 $465K <0.01% -15 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,588 shares; 2025Q1: 45,047 shares; 2025Q2: 36,097 shares; 2025Q3: 34,073 shares; 2025Q4: 29,399 shares; 2026Q1: 7,115 shares 7,115 $464K <0.01% -22,284 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: restricted; 2024Q4: 5,351 shares; 2025Q1: 44,813 shares; 2025Q2: 4,823 shares; 2025Q3: 4,771 shares; 2025Q4: 5,096 shares; 2026Q1: 5,912 shares 5,912 $463K <0.01% +816 Timeline IWL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,617 shares; 2025Q4: 2,695 shares; 2026Q1: 2,865 shares 2,865 $460K <0.01% +170 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,614 shares; 2025Q2: 3,399 shares; 2025Q3: 3,895 shares; 2025Q4: 4,442 shares; 2026Q1: 4,771 shares 4,771 $458K <0.01% +329 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: restricted; 2024Q4: 19,779 shares; 2025Q1: 19,699 shares; 2025Q2: 18,899 shares; 2025Q3: 18,899 shares; 2025Q4: 18,899 shares; 2026Q1: 18,599 shares 18,599 $457K <0.01% -300 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares; 2026Q1: 15,300 shares 15,300 $456K <0.01% +5,909 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,318 shares; 2025Q1: 8,238 shares; 2025Q2: 3,163 shares; 2025Q3: 2,199 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $456K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 7,200 shares; 2025Q2: 7,300 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,900 shares 7,900 $455K <0.01% +400 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,983 shares; 2025Q2: 3,342 shares; 2025Q3: 3,406 shares; 2025Q4: 3,879 shares; 2026Q1: 3,365 shares 3,365 $455K <0.01% -514 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,798 shares; 2025Q3: 7,416 shares; 2025Q4: 7,074 shares; 2026Q1: 7,151 shares 7,151 $453K <0.01% +77 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,660 shares 9,660 $451K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,042 shares; 2026Q1: 3,892 shares 3,892 $449K <0.01% -150 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 2,449 shares; 2025Q3: 2,265 shares; 2025Q4: 2,243 shares; 2026Q1: 2,633 shares 2,633 $449K <0.01% +390 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,378 shares; 2025Q4: 5,696 shares; 2026Q1: 6,431 shares 6,431 $449K <0.01% +735 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 7,577 shares 7,577 $448K <0.01% +2,705 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: restricted; 2024Q4: 119,703 shares; 2025Q1: 76,432 shares; 2025Q2: 72,467 shares; 2025Q3: 42,099 shares; 2025Q4: 34,068 shares; 2026Q1: 28,432 shares 28,432 $447K <0.01% -5,636 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,244 shares; 2025Q1: 5,246 shares; 2025Q2: 5,671 shares; 2025Q3: 5,487 shares; 2025Q4: 5,467 shares; 2026Q1: 5,193 shares 5,193 $445K <0.01% -274 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,064 shares; 2025Q1: 19,225 shares; 2025Q2: 13,506 shares; 2025Q3: 18,184 shares; 2025Q4: 17,478 shares; 2026Q1: 17,296 shares 17,296 $443K <0.01% -182 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,637 shares; 2025Q2: 1,758 shares; 2025Q3: 1,698 shares; 2025Q4: 1,592 shares; 2026Q1: 1,606 shares 1,606 $442K <0.01% +14 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,881 shares; 2025Q1: 3,593 shares; 2025Q2: 3,478 shares; 2025Q3: not reported; 2025Q4: 3,015 shares; 2026Q1: 5,977 shares 5,977 $442K <0.01% +2,962 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,463 shares; 2025Q4: 1,453 shares; 2026Q1: 2,160 shares 2,160 $442K <0.01% +707 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,868 shares; 2025Q1: 6,058 shares; 2025Q2: 7,023 shares; 2025Q3: 3,162 shares; 2025Q4: 3,307 shares; 2026Q1: 3,738 shares 3,738 $441K <0.01% +431 Timeline RPV 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: restricted; 2024Q4: not reported; 2025Q1: 5,738 shares; 2025Q2: 5,743 shares; 2025Q3: 3,875 shares; 2025Q4: 3,879 shares; 2026Q1: 4,105 shares 4,105 $441K <0.01% +226 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,764 shares 16,764 $441K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,975 shares; 2025Q1: 30,175 shares; 2025Q2: 30,175 shares; 2025Q3: 28,675 shares; 2025Q4: 27,025 shares; 2026Q1: 25,525 shares 25,525 $440K <0.01% -1,500 Timeline DXJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,771 shares 2,771 $439K <0.01% new 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: restricted; 2024Q4: 6,317 shares; 2025Q1: 6,301 shares; 2025Q2: 6,505 shares; 2025Q3: 6,570 shares; 2025Q4: 6,636 shares; 2026Q1: 7,269 shares 7,269 $439K <0.01% +633 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,303 shares; 2025Q1: 14,548 shares; 2025Q2: 14,764 shares; 2025Q3: 14,626 shares; 2025Q4: 37,420 shares; 2026Q1: 14,235 shares 14,235 $438K <0.01% -23,185 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 990 shares; 2025Q4: 1,051 shares; 2026Q1: 1,393 shares 1,393 $438K <0.01% +342 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,808 shares; 2025Q1: 5,942 shares; 2025Q2: 6,002 shares; 2025Q3: 7,003 shares; 2025Q4: 7,255 shares; 2026Q1: 7,996 shares 7,996 $436K <0.01% +741 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,283 shares; 2025Q1: 20,600 shares; 2025Q2: 18,420 shares; 2025Q3: 18,383 shares; 2025Q4: 5,984 shares; 2026Q1: 5,985 shares 5,985 $435K <0.01% +1 Timeline JGRO 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: restricted; 2024Q4: not reported; 2025Q1: 3,805 shares; 2025Q2: 4,276 shares; 2025Q3: 4,066 shares; 2025Q4: 4,555 shares; 2026Q1: 5,138 shares 5,138 $434K <0.01% +583 Timeline ICOW 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: restricted; 2024Q4: 52,651 shares; 2025Q1: 32,924 shares; 2025Q2: 13,557 shares; 2025Q3: 11,125 shares; 2025Q4: 9,847 shares; 2026Q1: 10,166 shares 10,166 $431K <0.01% +319 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: restricted; 2024Q4: 47,239 shares; 2025Q1: 47,239 shares; 2025Q2: 47,239 shares; 2025Q3: 47,906 shares; 2025Q4: 47,906 shares; 2026Q1: 47,906 shares 47,906 $431K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,306 shares 32,306 $430K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,067 shares; 2025Q1: 25,165 shares; 2025Q2: 25,720 shares; 2025Q3: 3,753 shares; 2025Q4: 3,478 shares; 2026Q1: 4,533 shares 4,533 $430K <0.01% +1,055 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,807 shares; 2025Q1: 35,851 shares; 2025Q2: 32,264 shares; 2025Q3: 18,489 shares; 2025Q4: 12,126 shares; 2026Q1: 11,523 shares 11,523 $429K <0.01% -603 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 1,883 shares; 2025Q3: 1,788 shares; 2025Q4: 2,051 shares; 2026Q1: 2,111 shares 2,111 $428K <0.01% +60 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,053 shares 13,053 $427K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,530 shares; 2025Q1: 22,874 shares; 2025Q2: 21,867 shares; 2025Q3: 19,390 shares; 2025Q4: 14,296 shares; 2026Q1: 1,305 shares 1,305 $427K <0.01% -12,991 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,327 shares; 2025Q1: 3,305 shares; 2025Q2: 3,471 shares; 2025Q3: 3,403 shares; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares 3,181 $421K <0.01% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares; 2026Q1: 6,638 shares 6,638 $421K <0.01% +2,780 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 935 shares; 2026Q1: 1,074 shares 1,074 $421K <0.01% +139 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,357 shares; 2026Q1: 1,307 shares 1,307 $420K <0.01% -50 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,912 shares; 2025Q1: 12,930 shares; 2025Q2: 18,450 shares; 2025Q3: 18,408 shares; 2025Q4: 3,408 shares; 2026Q1: 3,408 shares 3,408 $416K <0.01% 0 Timeline JMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,110 shares; 2025Q4: 8,312 shares; 2026Q1: 8,312 shares 8,312 $416K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,242 shares; 2025Q2: 3,354 shares; 2025Q3: 3,402 shares; 2025Q4: 3,165 shares; 2026Q1: 3,051 shares 3,051 $415K <0.01% -114 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,200 shares 22,200 $415K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,970 shares; 2025Q1: 7,874 shares; 2025Q2: 16,426 shares; 2025Q3: 13,428 shares; 2025Q4: 12,770 shares; 2026Q1: 8,815 shares 8,815 $414K <0.01% -3,955 Timeline HEDJ 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: restricted; 2024Q4: 6,783 shares; 2025Q1: 6,549 shares; 2025Q2: 6,753 shares; 2025Q3: 6,633 shares; 2025Q4: 7,594 shares; 2026Q1: 7,896 shares 7,896 $413K <0.01% +302 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,456 shares; 2025Q1: 26,998 shares; 2025Q2: 9,616 shares; 2025Q3: 9,265 shares; 2025Q4: 9,157 shares; 2026Q1: 6,782 shares 6,782 $412K <0.01% -2,375 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: restricted; 2024Q4: 40,369 shares; 2025Q1: 39,648 shares; 2025Q2: 36,054 shares; 2025Q3: 35,326 shares; 2025Q4: 40,488 shares; 2026Q1: 35,696 shares 35,696 $412K <0.01% -4,792 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,250 shares; 2025Q3: 8,750 shares; 2025Q4: 9,152 shares; 2026Q1: 9,154 shares 9,154 $409K <0.01% +2 Timeline ARGT 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: restricted; 2024Q4: 3,461 shares; 2025Q1: 3,439 shares; 2025Q2: 3,667 shares; 2025Q3: 3,798 shares; 2025Q4: 4,078 shares; 2026Q1: 4,370 shares 4,370 $408K <0.01% +292 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,200 shares; 2025Q3: 11,100 shares; 2025Q4: 13,825 shares; 2026Q1: 14,575 shares 14,575 $407K <0.01% +750 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,754 shares; 2025Q1: 8,359 shares; 2025Q2: 7,739 shares; 2025Q3: 7,750 shares; 2025Q4: 8,328 shares; 2026Q1: 7,929 shares 7,929 $404K <0.01% -399 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 6,499 shares; 2026Q1: 6,399 shares 6,399 $404K <0.01% -100 Timeline