WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,984 shares 9,984 $482K <0.01% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160,140 shares; 2025Q1: 21,700 shares; 2025Q2: 12,100 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 10,600 shares; 2026Q2: 13,600 shares 13,600 $481K <0.01% +3,000 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,060 shares 5,060 $479K <0.01% +35 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,608 shares 8,608 $478K <0.01% +52 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; 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; 2026Q2: 12,101 shares 12,101 $478K <0.01% +359 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,499 shares; 2025Q1: 3,385 shares; 2025Q2: 3,417 shares; 2025Q3: 3,251 shares; 2025Q4: 3,304 shares; 2026Q1: 4,487 shares; 2026Q2: 4,590 shares 4,590 $477K <0.01% +103 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,440 shares; 2026Q2: 18,693 shares 18,693 $476K <0.01% +4,253 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,912 shares; 2025Q1: 12,930 shares; 2025Q2: 18,450 shares; 2025Q3: 18,408 shares; 2025Q4: 3,408 shares; 2026Q1: 3,408 shares; 2026Q2: 3,408 shares 3,408 $474K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,306 shares; 2026Q2: 32,303 shares 32,303 $472K <0.01% -3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,037 shares; 2025Q3: 12,559 shares; 2025Q4: 14,056 shares; 2026Q1: 16,442 shares; 2026Q2: 10,946 shares 10,946 $472K <0.01% -5,496 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 895 shares; 2026Q1: 1,003 shares; 2026Q2: 1,364 shares 1,364 $471K <0.01% +361 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; 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; 2026Q2: 33,856 shares 33,856 $471K <0.01% -1,840 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,149 shares; 2025Q3: 51,470 shares; 2025Q4: 44,052 shares; 2026Q1: 21,307 shares; 2026Q2: 4,019 shares 4,019 $470K <0.01% -17,288 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,283 shares; 2025Q1: 20,600 shares; 2025Q2: 18,420 shares; 2025Q3: 18,383 shares; 2025Q4: 5,984 shares; 2026Q1: 5,985 shares; 2026Q2: 6,152 shares 6,152 $470K <0.01% +167 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,327 shares; 2025Q1: 3,305 shares; 2025Q2: 3,471 shares; 2025Q3: 3,403 shares; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares; 2026Q2: 3,181 shares 3,181 $470K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,438 shares; 2025Q1: 21,513 shares; 2025Q2: 21,347 shares; 2025Q3: 26,347 shares; 2025Q4: 27,647 shares; 2026Q1: 28,647 shares; 2026Q2: 36,647 shares 36,647 $469K <0.01% +8,000 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,200 shares; 2026Q2: 22,200 shares 22,200 $469K <0.01% 0 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,100 shares; 2026Q2: 14,484 shares 14,484 $467K <0.01% -616 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; 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; 2026Q2: 5,093 shares 5,093 $465K <0.01% +723 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,312 shares; 2026Q1: 6,305 shares; 2026Q2: 5,924 shares 5,924 $465K <0.01% -381 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,485 shares 16,485 $462K <0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,437 shares; 2026Q1: 12,491 shares; 2026Q2: 17,533 shares 17,533 $460K <0.01% +5,042 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 291 shares; 2025Q4: 267 shares; 2026Q1: 141 shares; 2026Q2: 144 shares 144 $459K <0.01% +3 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; 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; 2026Q2: 3,485 shares 3,485 $459K <0.01% +434 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; 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; 2026Q2: 4,455 shares 4,455 $456K <0.01% -14,365 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,148 shares; 2025Q1: 14,364 shares; 2025Q2: 12,420 shares; 2025Q3: 12,613 shares; 2025Q4: 12,306 shares; 2026Q1: 10,555 shares; 2026Q2: 10,406 shares 10,406 $455K <0.01% -149 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares; 2026Q1: 6,638 shares; 2026Q2: 6,429 shares 6,429 $455K <0.01% -209 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,997 shares 8,997 $454K <0.01% new 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; 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; 2026Q2: 12,384 shares 12,384 $452K <0.01% -711 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; 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; 2026Q2: 2,299 shares 2,299 $450K <0.01% -3,062 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,822 shares; 2026Q2: 27,771 shares 27,771 $449K <0.01% -6,051 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 3,393 shares 3,393 $449K <0.01% +1,469 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,784 shares; 2025Q1: 16,785 shares; 2025Q2: 16,528 shares; 2025Q3: 18,136 shares; 2025Q4: 9,873 shares; 2026Q1: 5,274 shares; 2026Q2: 3,665 shares 3,665 $449K <0.01% -1,609 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; 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; 2026Q2: 15,154 shares 15,154 $446K <0.01% -2,142 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,099 shares; 2026Q1: 1,125 shares; 2026Q2: 1,659 shares 1,659 $445K <0.01% +534 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,783 shares; 2025Q1: 6,549 shares; 2025Q2: 6,753 shares; 2025Q3: 6,633 shares; 2025Q4: 7,594 shares; 2026Q1: 7,896 shares; 2026Q2: 7,778 shares 7,778 $443K <0.01% -118 Timeline JAPN LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,083 shares; 2025Q4: 10,733 shares; 2026Q1: 13,802 shares; 2026Q2: 19,707 shares 19,707 $443K <0.01% +5,905 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,902 shares; 2026Q2: 11,152 shares 11,152 $443K <0.01% +3,250 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; 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; 2026Q2: 47,906 shares 47,906 $442K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $441K <0.01% new 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; 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; 2026Q2: 10,585 shares 10,585 $441K <0.01% +419 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $441K <0.01% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $441K <0.01% 0 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; 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; 2026Q2: 11,400 shares 11,400 $440K <0.01% 0 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; 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; 2026Q2: 2,268 shares 2,268 $438K <0.01% -365 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 990 shares; 2025Q4: 1,051 shares; 2026Q1: 1,393 shares; 2026Q2: 6,635 shares 6,635 $437K <0.01% +5,242 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,450 shares; 2025Q3: 15,325 shares; 2025Q4: 18,528 shares; 2026Q1: 19,114 shares; 2026Q2: 20,886 shares 20,886 $434K <0.01% +1,772 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,250 shares; 2026Q2: 19,635 shares 19,635 $433K <0.01% +1,385 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,619 shares; 2025Q1: 4,504 shares; 2025Q2: 4,239 shares; 2025Q3: 4,333 shares; 2025Q4: 4,799 shares; 2026Q1: 5,117 shares; 2026Q2: 5,659 shares 5,659 $433K <0.01% +542 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,552 shares; 2025Q1: 8,880 shares; 2025Q2: 4,629 shares; 2025Q3: 4,756 shares; 2025Q4: 4,638 shares; 2026Q1: 2,457 shares; 2026Q2: 2,457 shares 2,457 $431K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,660 shares; 2026Q2: 9,048 shares 9,048 $430K <0.01% -612 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,967 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 4,107 shares; 2026Q1: 4,126 shares; 2026Q2: 4,107 shares 4,107 $429K <0.01% -19 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,945 shares; 2025Q1: 2,777 shares; 2025Q2: 2,765 shares; 2025Q3: 3,019 shares; 2025Q4: 3,020 shares; 2026Q1: 2,936 shares; 2026Q2: 3,102 shares 3,102 $424K <0.01% +166 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,106 shares 16,106 $422K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,463 shares; 2025Q4: 1,453 shares; 2026Q1: 2,160 shares; 2026Q2: 2,163 shares 2,163 $421K <0.01% +3 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,523,428 shares; 2025Q1: 2,461,392 shares; 2025Q2: 38,528 shares; 2025Q3: 34,490 shares; 2025Q4: 21,065 shares; 2026Q1: 13,259 shares; 2026Q2: 12,844 shares 12,844 $420K <0.01% -415 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,239 shares; 2025Q1: 12,487 shares; 2025Q2: 12,873 shares; 2025Q3: 13,306 shares; 2025Q4: 13,056 shares; 2026Q1: 14,769 shares; 2026Q2: 15,294 shares 15,294 $420K <0.01% +525 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,967 shares 7,967 $420K <0.01% new Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,441 shares 9,441 $419K <0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,143 shares; 2026Q2: 4,143 shares 4,143 $418K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 757 shares; 2026Q2: 675 shares 675 $416K <0.01% -82 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,814 shares; 2025Q1: 6,512 shares; 2025Q2: 5,634 shares; 2025Q3: 4,923 shares; 2025Q4: 3,493 shares; 2026Q1: 3,626 shares; 2026Q2: 3,433 shares 3,433 $415K <0.01% -193 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,642 shares; 2025Q1: 4,548 shares; 2025Q2: 7,158 shares; 2025Q3: 7,586 shares; 2025Q4: 6,741 shares; 2026Q1: 6,146 shares; 2026Q2: 6,121 shares 6,121 $415K <0.01% -25 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,245 shares 3,245 $413K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,588 shares; 2025Q1: 45,047 shares; 2025Q2: 36,097 shares; 2025Q3: 34,073 shares; 2025Q4: 29,399 shares; 2026Q1: 7,115 shares; 2026Q2: 6,403 shares 6,403 $411K <0.01% -712 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $406K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,500 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 25,500 shares; 2025Q4: 28,201 shares; 2026Q1: 27,936 shares; 2026Q2: 30,369 shares 30,369 $406K <0.01% +2,433 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,875 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,242 shares; 2025Q4: 8,342 shares; 2026Q1: 8,121 shares; 2026Q2: 9,671 shares 9,671 $406K <0.01% +1,550 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,585 shares; 2025Q1: 5,070 shares; 2025Q2: 5,929 shares; 2025Q3: 6,215 shares; 2025Q4: 5,900 shares; 2026Q1: 5,247 shares; 2026Q2: 3,638 shares 3,638 $405K <0.01% -1,609 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 303,691 shares; 2025Q1: 3,495,915 shares; 2025Q2: 4,196,893 shares; 2025Q3: 4,320,758 shares; 2025Q4: 4,339,172 shares; 2026Q1: 3,991,631 shares; 2026Q2: 13,377 shares 13,377 $404K <0.01% -3,978,254 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 4,059 shares; 2025Q4: 4,309 shares; 2026Q1: 5,199 shares; 2026Q2: 5,239 shares 5,239 $404K <0.01% +40 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,143 shares; 2026Q2: 4,259 shares 4,259 $403K <0.01% -1,884 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,630 shares; 2025Q1: 3,442 shares; 2025Q2: 3,341 shares; 2025Q3: 4,116 shares; 2025Q4: 3,451 shares; 2026Q1: 3,411 shares; 2026Q2: 3,422 shares 3,422 $402K <0.01% +11 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,771 shares; 2026Q2: 2,311 shares 2,311 $401K <0.01% -460 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,003 shares 5,003 $400K <0.01% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares; 2026Q2: 4,012 shares 4,012 $399K <0.01% +961 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,376 shares; 2025Q2: 4,398 shares; 2025Q3: 4,407 shares; 2025Q4: 4,738 shares; 2026Q1: 5,036 shares; 2026Q2: 4,984 shares 4,984 $399K <0.01% -52 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,380 shares; 2026Q2: 10,470 shares 10,470 $394K <0.01% +4,090 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 653 shares; 2025Q2: 638 shares; 2025Q3: 420 shares; 2025Q4: 275 shares; 2026Q1: 290 shares; 2026Q2: 283 shares 283 $391K <0.01% -7 Timeline EMDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,949 shares; 2026Q2: 9,008 shares 9,008 $389K <0.01% +3,059 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,857 shares; 2025Q3: 6,162 shares; 2025Q4: 6,950 shares; 2026Q1: 7,514 shares; 2026Q2: 8,482 shares 8,482 $388K <0.01% +968 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,681 shares; 2025Q1: 10,722 shares; 2025Q2: 13,157 shares; 2025Q3: 13,326 shares; 2025Q4: 9,416 shares; 2026Q1: 9,123 shares; 2026Q2: 10,098 shares 10,098 $385K <0.01% +975 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,657 shares; 2026Q2: 1,626 shares 1,626 $384K <0.01% -31 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,871 shares; 2025Q1: 3,607 shares; 2025Q2: 3,859 shares; 2025Q3: 3,846 shares; 2025Q4: 3,848 shares; 2026Q1: 3,817 shares; 2026Q2: 3,701 shares 3,701 $382K <0.01% -116 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,939 shares; 2025Q3: 1,988 shares; 2025Q4: 1,970 shares; 2026Q1: 2,020 shares; 2026Q2: 2,321 shares 2,321 $378K <0.01% +301 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,049 shares 8,049 $377K <0.01% -1,138 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,860 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $376K <0.01% 0 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 6,111 shares; 2026Q1: 6,386 shares; 2026Q2: 7,380 shares 7,380 $375K <0.01% +994 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $374K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,051 shares 1,051 $373K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639,238 shares; 2026Q2: 10,305 shares 10,305 $371K <0.01% -628,933 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 1,072 shares; 2026Q2: 1,171 shares 1,171 $371K <0.01% +99 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,892 shares; 2025Q1: 3,083 shares; 2025Q2: 2,941 shares; 2025Q3: 3,225 shares; 2025Q4: 3,247 shares; 2026Q1: 2,759 shares; 2026Q2: 2,534 shares 2,534 $371K <0.01% -225 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,583 shares; 2026Q1: 18,683 shares; 2026Q2: 18,683 shares 18,683 $370K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,350 shares; 2025Q1: 30,350 shares; 2025Q2: 29,850 shares; 2025Q3: 31,350 shares; 2025Q4: 31,350 shares; 2026Q1: 28,350 shares; 2026Q2: 27,988 shares 27,988 $370K <0.01% -362 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,567 shares; 2025Q2: 2,584 shares; 2025Q3: 2,505 shares; 2025Q4: 3,334 shares; 2026Q1: 2,473 shares; 2026Q2: 2,606 shares 2,606 $370K <0.01% +133 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,530 shares; 2025Q1: 22,874 shares; 2025Q2: 21,867 shares; 2025Q3: 19,390 shares; 2025Q4: 14,296 shares; 2026Q1: 1,305 shares; 2026Q2: 1,031 shares 1,031 $368K <0.01% -274 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 314 shares; 2026Q1: 351 shares; 2026Q2: 353 shares 353 $368K <0.01% +2 Timeline GGOV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,295 shares 7,295 $367K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $366K <0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,649 shares 3,649 $363K <0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,975 shares; 2025Q3: 12,975 shares; 2025Q4: 13,365 shares; 2026Q1: 13,365 shares; 2026Q2: 12,975 shares 12,975 $362K <0.01% -390 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,156 shares; 2025Q1: 14,167 shares; 2025Q2: 14,143 shares; 2025Q3: 14,143 shares; 2025Q4: 14,143 shares; 2026Q1: 14,143 shares; 2026Q2: 19,485 shares 19,485 $362K <0.01% +5,342 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,988 shares 3,988 $361K <0.01% new Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 4,990 shares; 2026Q1: 5,127 shares; 2026Q2: 5,209 shares 5,209 $361K <0.01% +82 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares; 2026Q2: 1,158 shares 1,158 $359K <0.01% +51 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,185 shares; 2025Q1: 13,185 shares; 2025Q2: 13,185 shares; 2025Q3: 13,185 shares; 2025Q4: 13,185 shares; 2026Q1: 13,185 shares; 2026Q2: 18,273 shares 18,273 $358K <0.01% +5,088 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,695 shares; 2025Q1: 12,695 shares; 2025Q2: 12,695 shares; 2025Q3: 12,695 shares; 2025Q4: 12,695 shares; 2026Q1: 12,695 shares; 2026Q2: 17,590 shares 17,590 $358K <0.01% +4,895 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,678 shares; 2026Q1: 1,803 shares; 2026Q2: 1,805 shares 1,805 $357K <0.01% +2 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $356K <0.01% 0 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,181 shares; 2025Q2: 20,708 shares; 2025Q3: 25,377 shares; 2025Q4: 24,872 shares; 2026Q1: 20,904 shares; 2026Q2: 18,624 shares 18,624 $355K <0.01% -2,280 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,762 shares; 2025Q1: 3,588 shares; 2025Q2: 3,809 shares; 2025Q3: 3,955 shares; 2025Q4: 2,142 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $351K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,858 shares 4,858 $351K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,468 shares; 2025Q1: 6,468 shares; 2025Q2: 5,539 shares; 2025Q3: 5,510 shares; 2025Q4: 5,979 shares; 2026Q1: 5,281 shares; 2026Q2: 5,947 shares 5,947 $350K <0.01% +666 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,346 shares; 2025Q1: 21,346 shares; 2025Q2: 18,346 shares; 2025Q3: 18,346 shares; 2025Q4: 18,346 shares; 2026Q1: 18,346 shares; 2026Q2: 18,346 shares 18,346 $350K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,679 shares; 2025Q4: 26,902 shares; 2026Q1: 14,199 shares; 2026Q2: 22,184 shares 22,184 $349K <0.01% +7,985 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,421 shares; 2025Q2: 3,287 shares; 2025Q3: 1,765 shares; 2025Q4: not reported; 2026Q1: 1,826 shares; 2026Q2: 2,292 shares 2,292 $349K <0.01% +466 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,855 shares 1,855 $348K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares; 2026Q2: 4,664 shares 4,664 $346K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,110 shares; 2025Q4: 8,312 shares; 2026Q1: 8,312 shares; 2026Q2: 6,822 shares 6,822 $346K <0.01% -1,490 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,514 shares; 2025Q1: 5,514 shares; 2025Q2: 6,581 shares; 2025Q3: 6,081 shares; 2025Q4: 6,081 shares; 2026Q1: 6,081 shares; 2026Q2: 6,875 shares 6,875 $345K <0.01% +794 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,171 shares 2,171 $345K <0.01% -525 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,683 shares; 2025Q1: 2,042 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 1,616 shares; 2026Q1: 1,529 shares; 2026Q2: 1,491 shares 1,491 $343K <0.01% -38 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,781 shares; 2026Q1: 2,306 shares; 2026Q2: 2,679 shares 2,679 $342K <0.01% +373 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,396 shares; 2025Q2: 1,379 shares; 2025Q3: 1,332 shares; 2025Q4: 1,418 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $342K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,924 shares; 2025Q1: 5,094 shares; 2025Q2: 3,311 shares; 2025Q3: 2,105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $342K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 3,042 shares; 2025Q2: 3,370 shares; 2025Q3: 3,659 shares; 2025Q4: 3,712 shares; 2026Q1: 3,854 shares; 2026Q2: 3,895 shares 3,895 $340K <0.01% +41 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,939 shares; 2026Q2: 8,939 shares 8,939 $339K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,908 shares; 2025Q1: 8,814 shares; 2025Q2: 8,820 shares; 2025Q3: 8,826 shares; 2025Q4: 7,782 shares; 2026Q1: 7,032 shares; 2026Q2: 7,032 shares 7,032 $339K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 394 shares; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 488 shares; 2026Q2: 543 shares 543 $339K <0.01% +55 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,243 shares; 2025Q1: 16,289 shares; 2025Q2: 13,598 shares; 2025Q3: 11,935 shares; 2025Q4: 8,794 shares; 2026Q1: 7,553 shares; 2026Q2: 7,818 shares 7,818 $338K <0.01% +265 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; 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; 2026Q2: 6,399 shares 6,399 $337K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,149 shares; 2026Q1: 2,569 shares; 2026Q2: 2,958 shares 2,958 $335K <0.01% +389 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,790 shares; 2026Q2: 7,612 shares 7,612 $335K <0.01% -178 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,291 shares; 2025Q1: 34,146 shares; 2025Q2: 34,146 shares; 2025Q3: 33,008 shares; 2025Q4: 33,008 shares; 2026Q1: 33,008 shares; 2026Q2: 34,875 shares 34,875 $334K <0.01% +1,867 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,703 shares; 2025Q1: 76,432 shares; 2025Q2: 72,467 shares; 2025Q3: 42,099 shares; 2025Q4: 34,068 shares; 2026Q1: 28,432 shares; 2026Q2: 24,601 shares 24,601 $331K <0.01% -3,831 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,918 shares; 2026Q2: 12,973 shares 12,973 $331K <0.01% +2,055 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 294,864 shares; 2025Q1: 237,553 shares; 2025Q2: 140,048 shares; 2025Q3: 50,530 shares; 2025Q4: 46,160 shares; 2026Q1: 39,623 shares; 2026Q2: 42,926 shares 42,926 $331K <0.01% +3,303 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,805 shares 2,805 $328K <0.01% +155 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares; 2025Q4: 3,552 shares; 2026Q1: 3,749 shares; 2026Q2: 4,358 shares 4,358 $328K <0.01% +609 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $328K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,339 shares; 2025Q4: 2,508 shares; 2026Q1: 2,191 shares; 2026Q2: 2,270 shares 2,270 $325K <0.01% +79 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,580 shares; 2025Q4: 25,930 shares; 2026Q1: 26,330 shares; 2026Q2: 24,350 shares 24,350 $324K <0.01% -1,980 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,854 shares; 2025Q1: 8,028 shares; 2025Q2: 7,828 shares; 2025Q3: 7,672 shares; 2025Q4: 6,954 shares; 2026Q1: 6,954 shares; 2026Q2: 6,954 shares 6,954 $324K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares 1,319 $323K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 2,974 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,922 shares; 2026Q1: 2,907 shares; 2026Q2: 2,903 shares 2,903 $323K <0.01% -4 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,555 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 6,676 shares; 2025Q4: 6,676 shares; 2026Q1: 6,676 shares; 2026Q2: 6,676 shares 6,676 $322K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,807 shares; 2025Q1: 35,851 shares; 2025Q2: 32,264 shares; 2025Q3: 18,489 shares; 2025Q4: 12,126 shares; 2026Q1: 11,523 shares; 2026Q2: 9,191 shares 9,191 $322K <0.01% -2,332 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,624 shares; 2025Q1: 27,654 shares; 2025Q2: 34,008 shares; 2025Q3: 35,602 shares; 2025Q4: 27,602 shares; 2026Q1: 29,474 shares; 2026Q2: 29,474 shares 29,474 $322K <0.01% 0 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,050 shares 12,050 $322K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,035 shares; 2025Q1: 10,297 shares; 2025Q2: 9,186 shares; 2025Q3: 8,575 shares; 2025Q4: 6,154 shares; 2026Q1: 4,534 shares; 2026Q2: 1,806 shares 1,806 $321K <0.01% -2,728 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,185 shares; 2026Q2: 8,155 shares 8,155 $318K <0.01% -1,030 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,957 shares; 2025Q1: 2,351 shares; 2025Q2: 2,631 shares; 2025Q3: 2,526 shares; 2025Q4: 2,172 shares; 2026Q1: 4,559 shares; 2026Q2: 4,484 shares 4,484 $318K <0.01% -75 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; 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; 2026Q2: 19,300 shares 19,300 $316K <0.01% -6,225 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,159 shares; 2026Q2: 3,159 shares 3,159 $316K <0.01% 0 Timeline FBND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,925 shares 6,925 $315K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,306 shares; 2025Q1: 3,270 shares; 2025Q2: 3,043 shares; 2025Q3: 2,907 shares; 2025Q4: 2,761 shares; 2026Q1: 3,561 shares; 2026Q2: 3,551 shares 3,551 $315K <0.01% -10 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,000 shares; 2025Q1: 27,827 shares; 2025Q2: 27,827 shares; 2025Q3: 27,827 shares; 2025Q4: 27,827 shares; 2026Q1: 27,827 shares; 2026Q2: 27,827 shares 27,827 $314K <0.01% 0 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,035 shares; 2026Q1: 9,855 shares; 2026Q2: 7,460 shares 7,460 $314K <0.01% -2,395 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,338 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares; 2026Q1: 7,284 shares; 2026Q2: 7,284 shares 7,284 $314K <0.01% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,202,279 shares; 2025Q1: 2,369,612 shares; 2025Q2: 1,790,055 shares; 2025Q3: 1,757,102 shares; 2025Q4: 1,409,638 shares; 2026Q1: 33,128 shares; 2026Q2: 32,396 shares 32,396 $314K <0.01% -732 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 1,095 shares 1,095 $311K <0.01% +200 Timeline BRIE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,226 shares 10,226 $310K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,695 shares; 2025Q1: 7,643 shares; 2025Q2: 7,272 shares; 2025Q3: 6,227 shares; 2025Q4: 4,073 shares; 2026Q1: 3,303 shares; 2026Q2: 2,743 shares 2,743 $309K <0.01% -560 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,394 shares; 2025Q4: 1,329 shares; 2026Q1: 1,274 shares; 2026Q2: 1,291 shares 1,291 $309K <0.01% +17 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,200 shares; 2025Q1: 24,006 shares; 2025Q2: 24,006 shares; 2025Q3: 24,327 shares; 2025Q4: 24,363 shares; 2026Q1: 19,498 shares; 2026Q2: 19,234 shares 19,234 $307K <0.01% -264 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,945 shares 2,945 $307K <0.01% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,902 shares; 2026Q2: 13,562 shares 13,562 $303K <0.01% +660 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,749 shares; 2025Q1: 11,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,595 shares 13,595 $303K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 3,170 shares 3,170 $303K <0.01% +200 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $302K <0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,730 shares; 2026Q1: 15,780 shares; 2026Q2: 19,480 shares 19,480 $299K <0.01% +3,700 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,245 shares; 2025Q2: 1,715 shares; 2025Q3: 1,891 shares; 2025Q4: 1,823 shares; 2026Q1: 1,529 shares; 2026Q2: 1,324 shares 1,324 $299K <0.01% -205 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,411 shares 1,411 $298K <0.01% new 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; 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; 2026Q2: 1,044 shares 1,044 $292K <0.01% -778 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,354 shares; 2025Q4: 1,382 shares; 2026Q1: 1,358 shares; 2026Q2: 1,373 shares 1,373 $292K <0.01% +15 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,250 shares; 2026Q2: 1,308 shares 1,308 $292K <0.01% +58 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,866 shares; 2025Q1: 17,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,992 shares; 2026Q2: 3,604 shares 3,604 $291K <0.01% -388 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,925 shares; 2025Q3: 13,991 shares; 2025Q4: 13,991 shares; 2026Q1: 13,983 shares; 2026Q2: 13,983 shares 13,983 $291K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,486 shares; 2025Q1: 17,949 shares; 2025Q2: 19,144 shares; 2025Q3: 19,010 shares; 2025Q4: 20,719 shares; 2026Q1: 4,381 shares; 2026Q2: 4,321 shares 4,321 $290K <0.01% -60 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; 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; 2026Q2: 1,861 shares 1,861 $289K <0.01% -250 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 388,684 shares; 2025Q1: 380,897 shares; 2025Q2: 392,019 shares; 2025Q3: 205,607 shares; 2025Q4: 39,838 shares; 2026Q1: 19,594 shares; 2026Q2: 15,075 shares 15,075 $288K <0.01% -4,519 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,901 shares; 2025Q1: 12,212 shares; 2025Q2: 1,590 shares; 2025Q3: 1,647 shares; 2025Q4: 1,484 shares; 2026Q1: 2,047 shares; 2026Q2: 2,042 shares 2,042 $287K <0.01% -5 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,141 shares; 2025Q1: 39,141 shares; 2025Q2: 35,326 shares; 2025Q3: 35,326 shares; 2025Q4: 35,326 shares; 2026Q1: 35,885 shares; 2026Q2: 35,885 shares 35,885 $286K <0.01% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,433 shares; 2025Q1: 28,734 shares; 2025Q2: 21,634 shares; 2025Q3: 13,818 shares; 2025Q4: 10,483 shares; 2026Q1: 8,538 shares; 2026Q2: 8,538 shares 8,538 $285K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,509 shares 2,509 $285K <0.01% +4 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200,428 shares; 2025Q1: 207,884 shares; 2025Q2: 213,397 shares; 2025Q3: 220,878 shares; 2025Q4: 139,101 shares; 2026Q1: 138,293 shares; 2026Q2: 16,070 shares 16,070 $285K <0.01% -122,223 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,806 shares 3,806 $283K <0.01% +506 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares; 2026Q2: 11,650 shares 11,650 $279K <0.01% +1,600 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,659 shares; 2025Q1: 5,290 shares; 2025Q2: 4,580 shares; 2025Q3: 3,821 shares; 2025Q4: 1,757 shares; 2026Q1: 860 shares; 2026Q2: 745 shares 745 $279K <0.01% -115 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 695 shares 695 $279K <0.01% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,240 shares; 2025Q1: 9,331 shares; 2025Q2: 10,372 shares; 2025Q3: 10,761 shares; 2025Q4: 8,420 shares; 2026Q1: 8,998 shares; 2026Q2: 9,296 shares 9,296 $278K <0.01% +298 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $276K <0.01% 0 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,546 shares 9,546 $275K <0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,774 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $274K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,861 shares 7,861 $274K <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; 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; 2026Q2: 7,004 shares 7,004 $272K <0.01% -1,811 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares; 2026Q2: 2,624 shares 2,624 $272K <0.01% 0 Timeline CCNR RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,292 shares 7,292 $272K <0.01% new 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; 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; 2026Q2: 2,426 shares 2,426 $272K <0.01% -7,406 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,004 shares 1,004 $270K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,411 shares; 2025Q1: 2,381 shares; 2025Q2: 2,231 shares; 2025Q3: 2,277 shares; 2025Q4: 2,662 shares; 2026Q1: 2,439 shares; 2026Q2: 2,461 shares 2,461 $268K <0.01% +22 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,400 shares; 2025Q1: 30,400 shares; 2025Q2: 30,400 shares; 2025Q3: 30,400 shares; 2025Q4: 30,400 shares; 2026Q1: 60,400 shares; 2026Q2: 60,400 shares 60,400 $268K <0.01% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,862 shares; 2025Q4: 38,686 shares; 2026Q1: 40,722 shares; 2026Q2: 6,918 shares 6,918 $267K <0.01% -33,804 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,027 shares; 2025Q1: 15,027 shares; 2025Q2: 15,027 shares; 2025Q3: 15,027 shares; 2025Q4: 15,027 shares; 2026Q1: 13,027 shares; 2026Q2: 13,027 shares 13,027 $267K <0.01% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $266K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,693 shares; 2025Q2: 3,610 shares; 2025Q3: 3,433 shares; 2025Q4: 4,048 shares; 2026Q1: 3,683 shares; 2026Q2: 3,670 shares 3,670 $265K <0.01% -13 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,929 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 6,022 shares; 2026Q1: 5,718 shares; 2026Q2: 5,718 shares 5,718 $264K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 304 shares; 2025Q3: 316 shares; 2025Q4: 370 shares; 2026Q1: 343 shares; 2026Q2: 127 shares 127 $264K <0.01% -216 Timeline CAFG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,915 shares; 2025Q1: 25,922 shares; 2025Q2: 25,922 shares; 2025Q3: 24,715 shares; 2025Q4: 10,195 shares; 2026Q1: 7,919 shares; 2026Q2: 7,747 shares 7,747 $263K <0.01% -172 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,487 shares 6,487 $263K <0.01% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,955 shares; 2025Q1: 9,143 shares; 2025Q2: 8,918 shares; 2025Q3: 8,493 shares; 2025Q4: 8,447 shares; 2026Q1: 7,957 shares; 2026Q2: 6,192 shares 6,192 $263K <0.01% -1,765 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,919 shares 1,919 $262K <0.01% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,544 shares; 2025Q3: 8,544 shares; 2025Q4: 8,544 shares; 2026Q1: 8,544 shares; 2026Q2: 6,738 shares 6,738 $261K <0.01% -1,806 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,019 shares; 2025Q1: 3,239 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,849 shares; 2026Q1: 3,019 shares; 2026Q2: 2,799 shares 2,799 $261K <0.01% -220 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,460 shares 5,460 $261K <0.01% new Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,288 shares 13,288 $260K <0.01% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,142 shares; 2026Q2: 9,897 shares 9,897 $258K <0.01% +755 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 4,237 shares; 2025Q2: 3,957 shares; 2025Q3: 4,019 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,697 shares 4,697 $258K <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,455 shares; 2025Q1: 15,455 shares; 2025Q2: 15,455 shares; 2025Q3: 15,455 shares; 2025Q4: 15,455 shares; 2026Q1: 15,455 shares; 2026Q2: 15,455 shares 15,455 $257K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 740 shares; 2026Q2: 725 shares 725 $257K <0.01% -15 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,993 shares; 2025Q1: 15,593 shares; 2025Q2: 14,329 shares; 2025Q3: 11,356 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,554 shares 7,554 $256K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,331 shares; 2026Q1: 1,281 shares; 2026Q2: 1,282 shares 1,282 $256K <0.01% +1 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,287 shares; 2025Q1: 13,484 shares; 2025Q2: 13,449 shares; 2025Q3: 13,600 shares; 2025Q4: 11,641 shares; 2026Q1: 5,681 shares; 2026Q2: 5,859 shares 5,859 $254K <0.01% +178 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,802 shares; 2025Q1: 5,693 shares; 2025Q2: 5,434 shares; 2025Q3: 5,519 shares; 2025Q4: 5,561 shares; 2026Q1: not reported; 2026Q2: 958 shares 958 $254K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196 shares; 2026Q2: 2,206 shares 2,206 $253K <0.01% +10 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,665 shares; 2025Q1: 9,665 shares; 2025Q2: 9,665 shares; 2025Q3: 9,246 shares; 2025Q4: 9,246 shares; 2026Q1: 9,311 shares; 2026Q2: 9,311 shares 9,311 $250K <0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,499 shares; 2025Q2: 7,397 shares; 2025Q3: 8,457 shares; 2025Q4: 8,303 shares; 2026Q1: 6,297 shares; 2026Q2: 5,748 shares 5,748 $250K <0.01% -549 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 4,439 shares; 2025Q2: 3,311 shares; 2025Q3: 3,255 shares; 2025Q4: 3,203 shares; 2026Q1: 3,235 shares; 2026Q2: 3,221 shares 3,221 $248K <0.01% -14 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,686 shares 2,686 $248K <0.01% new Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 3,193 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 2,355 shares; 2026Q1: not reported; 2026Q2: 1,725 shares 1,725 $247K <0.01% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: not reported; 2025Q4: 5,256 shares; 2026Q1: 6,485 shares; 2026Q2: 6,530 shares 6,530 $247K <0.01% +45 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,855 shares; 2025Q1: 15,095 shares; 2025Q2: 14,669 shares; 2025Q3: 11,650 shares; 2025Q4: 9,995 shares; 2026Q1: 7,405 shares; 2026Q2: 7,405 shares 7,405 $246K <0.01% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $246K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 321,623 shares; 2025Q1: 326,048 shares; 2025Q2: 5,015 shares; 2025Q3: 2,723 shares; 2025Q4: 2,963 shares; 2026Q1: 2,230 shares; 2026Q2: 2,131 shares 2,131 $245K <0.01% -99 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,849 shares 11,849 $245K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,317 shares; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 2,475 shares; 2025Q4: 1,665 shares; 2026Q1: 1,238 shares; 2026Q2: 1,162 shares 1,162 $245K <0.01% -76 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,941 shares; 2025Q1: 20,228 shares; 2025Q2: 20,527 shares; 2025Q3: 20,826 shares; 2025Q4: 21,152 shares; 2026Q1: 21,485 shares; 2026Q2: 21,570 shares 21,570 $244K <0.01% +85 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,034 shares; 2026Q2: 3,083 shares 3,083 $243K <0.01% +49 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,660 shares; 2026Q1: 4,373 shares; 2026Q2: 4,390 shares 4,390 $243K <0.01% +17 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,827 shares 10,827 $243K <0.01% new Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $242K <0.01% 0 Timeline INMU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,201 shares; 2025Q4: 9,556 shares; 2026Q1: 9,806 shares; 2026Q2: 9,895 shares 9,895 $240K <0.01% +89 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,363 shares 1,363 $240K <0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540 $239K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 13,172 shares; 2026Q1: 13,959 shares; 2026Q2: 3,478 shares 3,478 $239K <0.01% -10,481 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,137 shares 7,137 $238K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,215 shares; 2025Q1: 7,294 shares; 2025Q2: 7,317 shares; 2025Q3: 7,343 shares; 2025Q4: 2,405 shares; 2026Q1: 2,616 shares; 2026Q2: 2,582 shares 2,582 $237K <0.01% -34 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,228 shares; 2025Q3: 2,269 shares; 2025Q4: 2,231 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143 $236K <0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,562 shares 2,562 $236K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,410 shares; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $234K <0.01% new Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $233K <0.01% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,253 shares; 2025Q3: 13,782 shares; 2025Q4: 14,175 shares; 2026Q1: 13,113 shares; 2026Q2: 9,241 shares 9,241 $233K <0.01% -3,872 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,670 shares 5,670 $231K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,976 shares; 2025Q4: 4,026 shares; 2026Q1: 5,026 shares; 2026Q2: 3,858 shares 3,858 $230K <0.01% -1,168 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,486 shares 1,486 $230K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,640 shares; 2025Q1: 5,205 shares; 2025Q2: 5,072 shares; 2025Q3: 3,919 shares; 2025Q4: 2,978 shares; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $228K <0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 903 shares; 2025Q1: 883 shares; 2025Q2: 868 shares; 2025Q3: 656 shares; 2025Q4: 633 shares; 2026Q1: 613 shares; 2026Q2: 573 shares 573 $227K <0.01% -40 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,102 shares; 2025Q1: 7,102 shares; 2025Q2: 7,102 shares; 2025Q3: 7,217 shares; 2025Q4: 7,217 shares; 2026Q1: 6,519 shares; 2026Q2: 6,517 shares 6,517 $225K <0.01% -2 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,373 shares; 2025Q4: not reported; 2026Q1: 2,308 shares; 2026Q2: 2,329 shares 2,329 $224K <0.01% +21 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,383 shares 2,383 $224K <0.01% -61 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,049 shares; 2025Q1: 2,266 shares; 2025Q2: 2,566 shares; 2025Q3: 2,682 shares; 2025Q4: 2,512 shares; 2026Q1: 2,940 shares; 2026Q2: 2,897 shares 2,897 $223K <0.01% -43 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,262 shares; 2025Q1: 15,548 shares; 2025Q2: 12,928 shares; 2025Q3: 11,446 shares; 2025Q4: 6,569 shares; 2026Q1: 5,064 shares; 2026Q2: 4,530 shares 4,530 $222K <0.01% -534 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,214 shares; 2025Q2: 3,342 shares; 2025Q3: 3,319 shares; 2025Q4: 4,310 shares; 2026Q1: 4,336 shares; 2026Q2: 3,538 shares 3,538 $222K <0.01% -798 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,216 shares; 2025Q2: 78,381 shares; 2025Q3: 76,389 shares; 2025Q4: 83,764 shares; 2026Q1: 12,000 shares; 2026Q2: 15,000 shares 15,000 $220K <0.01% +3,000 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,334 shares; 2025Q1: 5,012 shares; 2025Q2: 5,388 shares; 2025Q3: 3,799 shares; 2025Q4: 3,761 shares; 2026Q1: 3,622 shares; 2026Q2: 3,487 shares 3,487 $220K <0.01% -135 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,531 shares; 2025Q2: 2,578 shares; 2025Q3: 2,763 shares; 2025Q4: 2,739 shares; 2026Q1: 2,169 shares; 2026Q2: 1,823 shares 1,823 $219K <0.01% -346 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,996 shares; 2025Q1: 2,022 shares; 2025Q2: 1,734 shares; 2025Q3: 2,152 shares; 2025Q4: 1,996 shares; 2026Q1: 1,341 shares; 2026Q2: 1,292 shares 1,292 $218K <0.01% -49 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,102 shares 4,102 $217K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 274,692 shares; 2025Q1: 9,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 745 shares 745 $216K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $215K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 1,146 shares; 2025Q2: 1,246 shares; 2025Q3: 1,472 shares; 2025Q4: 1,694 shares; 2026Q1: 1,563 shares; 2026Q2: 734 shares 734 $215K <0.01% -829 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 780 shares; 2026Q1: not reported; 2026Q2: 838 shares 838 $214K <0.01% new Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,000 shares; 2025Q1: 152,000 shares; 2025Q2: 152,000 shares; 2025Q3: 102,000 shares; 2025Q4: 102,000 shares; 2026Q1: 102,000 shares; 2026Q2: 106,164 shares 106,164 $212K <0.01% +4,164 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,930 shares; 2026Q1: 9,085 shares; 2026Q2: 9,350 shares 9,350 $212K <0.01% +265 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 16,150 shares 16,150 $212K <0.01% +1,150 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,981 shares; 2025Q1: 30,023 shares; 2025Q2: 30,802 shares; 2025Q3: 31,605 shares; 2025Q4: 24,715 shares; 2026Q1: 19,068 shares; 2026Q2: 1,191 shares 1,191 $210K <0.01% -17,877 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,180 shares 4,180 $210K <0.01% new Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,350 shares 5,350 $210K <0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,676 shares; 2025Q1: 15,886 shares; 2025Q2: 16,655 shares; 2025Q3: 10,702 shares; 2025Q4: 11,247 shares; 2026Q1: 10,533 shares; 2026Q2: 10,290 shares 10,290 $210K <0.01% -243 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,937 shares; 2025Q1: 2,992 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,053 shares; 2026Q1: 3,072 shares; 2026Q2: 2,716 shares 2,716 $208K <0.01% -356 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $208K <0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,430 shares; 2025Q1: 13,808 shares; 2025Q2: 13,249 shares; 2025Q3: 13,975 shares; 2025Q4: 11,937 shares; 2026Q1: 9,858 shares; 2026Q2: 8,108 shares 8,108 $207K <0.01% -1,750 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,028 shares; 2025Q1: 3,074 shares; 2025Q2: 3,098 shares; 2025Q3: 2,862 shares; 2025Q4: 2,491 shares; 2026Q1: 1,645 shares; 2026Q2: 1,573 shares 1,573 $207K <0.01% -72 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 2,478 shares; 2025Q2: 2,606 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $206K <0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,001 shares; 2025Q1: 3,020 shares; 2025Q2: 2,626 shares; 2025Q3: 2,523 shares; 2025Q4: 2,577 shares; 2026Q1: not reported; 2026Q2: 2,272 shares 2,272 $206K <0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,708 shares; 2026Q2: 6,708 shares 6,708 $205K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,968 shares 7,968 $204K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares; 2026Q1: 18,750 shares; 2026Q2: 6,608 shares 6,608 $204K <0.01% -12,142 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 20,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $203K <0.01% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,119 shares; 2026Q2: 2,710 shares 2,710 $203K <0.01% -409 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,622 shares; 2025Q1: 6,806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares 3,061 $202K <0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 473 shares 473 $202K <0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,807 shares 8,807 $200K <0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,472 shares; 2025Q1: 10,440 shares; 2025Q2: 10,468 shares; 2025Q3: 10,493 shares; 2025Q4: 10,667 shares; 2026Q1: 10,787 shares; 2026Q2: 10,813 shares 10,813 $200K <0.01% +26 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,461 shares; 2025Q1: 12,499 shares; 2025Q2: 14,310 shares; 2025Q3: 14,351 shares; 2025Q4: 14,394 shares; 2026Q1: 14,435 shares; 2026Q2: 14,152 shares 14,152 $196K <0.01% -283 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000 $194K <0.01% new Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,500 shares; 2025Q1: 20,000 shares; 2025Q2: 50,000 shares; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $182K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,610 shares; 2025Q3: 38,890 shares; 2025Q4: 37,023 shares; 2026Q1: 47,572 shares; 2026Q2: 47,572 shares 47,572 $179K <0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,453 shares; 2025Q1: 36,073 shares; 2025Q2: 30,909 shares; 2025Q3: 30,186 shares; 2025Q4: 27,213 shares; 2026Q1: 23,740 shares; 2026Q2: 13,016 shares 13,016 $177K <0.01% -10,724 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,797 shares; 2025Q1: 19,707 shares; 2025Q2: 19,257 shares; 2025Q3: 19,257 shares; 2025Q4: 18,757 shares; 2026Q1: 18,757 shares; 2026Q2: 18,757 shares 18,757 $177K <0.01% 0 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; 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; 2026Q2: 13,591 shares 13,591 $176K <0.01% -24,495 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,649 shares; 2025Q1: 18,472 shares; 2025Q2: 18,472 shares; 2025Q3: 18,472 shares; 2025Q4: 18,472 shares; 2026Q1: 15,472 shares; 2026Q2: 10,722 shares 10,722 $163K <0.01% -4,750 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,842 shares; 2026Q1: not reported; 2026Q2: 12,736 shares 12,736 $154K <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,778 shares; 2025Q1: 14,778 shares; 2025Q2: 14,778 shares; 2025Q3: 14,778 shares; 2025Q4: 14,778 shares; 2026Q1: 14,778 shares; 2026Q2: 14,778 shares 14,778 $152K <0.01% 0 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,559 shares; 2026Q2: 11,299 shares 11,299 $150K <0.01% -260 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,689 shares 11,689 $146K <0.01% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,685 shares; 2026Q2: 21,685 shares 21,685 $139K <0.01% 0 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,967 shares 23,967 $137K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,573 shares; 2025Q1: 36,035 shares; 2025Q2: 49,495 shares; 2025Q3: 49,054 shares; 2025Q4: 49,722 shares; 2026Q1: 52,495 shares; 2026Q2: 35,706 shares 35,706 $124K <0.01% -16,789 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,004 shares; 2025Q4: 11,925 shares; 2026Q1: 11,925 shares; 2026Q2: 11,925 shares 11,925 $117K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,500 shares; 2025Q2: 45,370 shares; 2025Q3: 23,170 shares; 2025Q4: 38,241 shares; 2026Q1: 38,241 shares; 2026Q2: 22,241 shares 22,241 $105K <0.01% -16,000 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,086 shares; 2026Q2: 11,086 shares 11,086 $105K <0.01% 0 Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,200 shares 10,200 $105K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,027 shares; 2026Q1: 12,027 shares; 2026Q2: 11,527 shares 11,527 $103K <0.01% -500 Timeline LTRN LANTERN PHARMA INC More: the full row for LANTERN PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,814 shares; 2025Q1: 25,814 shares; 2025Q2: 25,814 shares; 2025Q3: 25,814 shares; 2025Q4: 23,814 shares; 2026Q1: 23,814 shares; 2026Q2: 23,814 shares 23,814 $99.3K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,820 shares; 2025Q1: 15,020 shares; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 15,020 shares; 2026Q1: 15,020 shares; 2026Q2: 10,020 shares 10,020 $96.6K <0.01% -5,000 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,773 shares; 2025Q1: 12,773 shares; 2025Q2: 12,773 shares; 2025Q3: 12,773 shares; 2025Q4: 12,773 shares; 2026Q1: 12,773 shares; 2026Q2: 12,773 shares 12,773 $96.6K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,707 shares; 2025Q4: 11,929 shares; 2026Q1: 11,393 shares; 2026Q2: 11,393 shares 11,393 $86.7K <0.01% 0 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,500 shares 10,500 $67K <0.01% new Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 81,157 shares; 2025Q1: 85,972 shares; 2025Q2: 87,272 shares; 2025Q3: 64,572 shares; 2025Q4: 29,999 shares; 2026Q1: 19,024 shares; 2026Q2: 10,400 shares 10,400 $54.8K <0.01% -8,624 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,624 shares 10,624 $50.3K <0.01% new Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,167 shares; 2025Q1: 16,167 shares; 2025Q2: 16,167 shares; 2025Q3: 16,167 shares; 2025Q4: 16,167 shares; 2026Q1: 16,167 shares; 2026Q2: 16,167 shares 16,167 $27.6K <0.01% 0 Timeline INMB INMUNE BIO INC More: the full row for INMUNE BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $16.3K <0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,170,877 shares; 2025Q1: 6,340,895 shares; 2025Q2: 54,329 shares; 2025Q3: 41,024 shares; 2025Q4: 37,216 shares; 2026Q1: 25,516 shares; 2026Q2: 20,772 shares 20,772 $11.6K <0.01% -4,744 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $8.93K <0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $8.81K <0.01% 0 Timeline BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,970 shares; 2025Q1: 83,970 shares; 2025Q2: 83,970 shares; 2025Q3: 83,970 shares; 2025Q4: 83,970 shares; 2026Q1: 83,970 shares; 2026Q2: 83,970 shares 83,970 $7.57K <0.01% 0