QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,989 shares 4,989 $856K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,127 shares; 2025Q3: 5,120 shares; 2025Q4: 5,120 shares; 2026Q1: 12,350 shares 12,350 $846K 0.03% +7,230 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,690 shares; 2025Q1: 8,157 shares; 2025Q2: 8,037 shares; 2025Q3: 7,970 shares; 2025Q4: 22,182 shares; 2026Q1: 22,082 shares 22,082 $839K 0.03% -100 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 11,557 shares; 2025Q3: 21,857 shares; 2025Q4: 17,321 shares; 2026Q1: 16,690 shares 16,690 $835K 0.03% -631 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,457 shares; 2025Q1: 2,533 shares; 2025Q2: 2,378 shares; 2025Q3: 2,468 shares; 2025Q4: 2,463 shares; 2026Q1: 2,782 shares 2,782 $822K 0.03% +319 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 6,043 shares; 2025Q1: 5,782 shares; 2025Q2: 5,827 shares; 2025Q3: 5,080 shares; 2025Q4: 2,285 shares; 2026Q1: 2,303 shares 2,303 $820K 0.03% +18 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,506 shares; 2025Q1: 3,571 shares; 2025Q2: 2,856 shares; 2025Q3: 2,976 shares; 2025Q4: 3,044 shares; 2026Q1: 2,854 shares 2,854 $819K 0.03% -190 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,026 shares; 2025Q1: 10,808 shares; 2025Q2: 10,687 shares; 2025Q3: 10,390 shares; 2025Q4: 10,084 shares; 2026Q1: 9,634 shares 9,634 $818K 0.03% -450 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,110 shares; 2025Q1: 6,838 shares; 2025Q2: 7,123 shares; 2025Q3: 7,378 shares; 2025Q4: 7,253 shares; 2026Q1: 7,100 shares 7,100 $816K 0.03% -153 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: not reported; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares 7,159 $804K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 3,536 shares; 2025Q1: 4,030 shares; 2025Q2: 3,821 shares; 2025Q3: 3,964 shares; 2025Q4: 4,221 shares; 2026Q1: 4,064 shares 4,064 $804K 0.03% -157 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,979 shares; 2026Q1: 32,032 shares 32,032 $803K 0.03% +5,053 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 7,597 shares; 2025Q1: 7,333 shares; 2025Q2: 7,490 shares; 2025Q3: 7,595 shares; 2025Q4: 6,950 shares; 2026Q1: 3,950 shares 3,950 $803K 0.03% -3,000 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 679 shares; 2025Q1: 688 shares; 2025Q2: 751 shares; 2025Q3: 874 shares; 2025Q4: 812 shares; 2026Q1: 818 shares 818 $802K 0.03% +6 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,301 shares; 2025Q1: 16,328 shares; 2025Q2: 16,959 shares; 2025Q3: 15,793 shares; 2025Q4: 15,933 shares; 2026Q1: 16,840 shares 16,840 $799K 0.03% +907 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,069 shares; 2025Q3: 5,596 shares; 2025Q4: 5,550 shares; 2026Q1: 5,996 shares 5,996 $799K 0.03% +446 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,651 shares 49,651 $798K 0.03% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 15,016 shares; 2025Q1: 16,931 shares; 2025Q2: 17,723 shares; 2025Q3: 18,084 shares; 2025Q4: 16,983 shares; 2026Q1: 18,671 shares 18,671 $790K 0.02% +1,688 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,452 shares; 2026Q1: 15,873 shares 15,873 $787K 0.02% -579 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,588 shares; 2024Q4: 19,813 shares; 2025Q1: 19,504 shares; 2025Q2: 19,122 shares; 2025Q3: 17,434 shares; 2025Q4: 13,326 shares; 2026Q1: 13,617 shares 13,617 $785K 0.02% +291 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares 4,117 $784K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,702 shares; 2025Q3: 10,173 shares; 2025Q4: 10,712 shares; 2026Q1: 10,995 shares 10,995 $784K 0.02% +283 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 8,283 shares; 2025Q1: 8,265 shares; 2025Q2: 8,258 shares; 2025Q3: 7,958 shares; 2025Q4: 7,971 shares; 2026Q1: 7,822 shares 7,822 $782K 0.02% -149 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,429 shares; 2024Q4: 5,020 shares; 2025Q1: 5,004 shares; 2025Q2: 5,006 shares; 2025Q3: 4,574 shares; 2025Q4: 2,816 shares; 2026Q1: 2,172 shares 2,172 $774K 0.02% -644 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 8,301 shares; 2025Q3: 7,899 shares; 2025Q4: 7,614 shares; 2026Q1: 8,300 shares 8,300 $769K 0.02% +686 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 18,306 shares; 2025Q1: 16,620 shares; 2025Q2: 13,105 shares; 2025Q3: 12,777 shares; 2025Q4: 11,422 shares; 2026Q1: 12,297 shares 12,297 $769K 0.02% +875 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,442 shares; 2025Q1: 1,535 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares; 2025Q4: 1,783 shares; 2026Q1: 2,448 shares 2,448 $769K 0.02% +665 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,792 shares; 2026Q1: 40,596 shares 40,596 $766K 0.02% +804 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,631 shares; 2025Q3: 37,619 shares; 2025Q4: 26,685 shares; 2026Q1: 27,018 shares 27,018 $763K 0.02% +333 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 12,572 shares; 2025Q1: 9,163 shares; 2025Q2: 11,682 shares; 2025Q3: 11,697 shares; 2025Q4: 11,635 shares; 2026Q1: 16,651 shares 16,651 $763K 0.02% +5,016 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: 4,848 shares; 2025Q2: 5,286 shares; 2025Q3: 5,151 shares; 2025Q4: 4,653 shares; 2026Q1: 4,613 shares 4,613 $760K 0.02% -40 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,369 shares; 2024Q4: 56,126 shares; 2025Q1: 12,735 shares; 2025Q2: 12,089 shares; 2025Q3: 7,943 shares; 2025Q4: 7,608 shares; 2026Q1: 6,842 shares 6,842 $755K 0.02% -766 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,505 shares; 2025Q3: 13,125 shares; 2025Q4: 13,472 shares; 2026Q1: 17,761 shares 17,761 $755K 0.02% +4,289 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,472 shares 134,472 $753K 0.02% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,414 shares; 2024Q4: 17,203 shares; 2025Q1: 19,206 shares; 2025Q2: 17,971 shares; 2025Q3: 18,637 shares; 2025Q4: 17,460 shares; 2026Q1: 13,694 shares 13,694 $752K 0.02% -3,766 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 6,086 shares; 2025Q1: 5,691 shares; 2025Q2: 3,221 shares; 2025Q3: 3,268 shares; 2025Q4: 2,931 shares; 2026Q1: 2,623 shares 2,623 $744K 0.02% -308 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,022 shares; 2024Q4: 39,551 shares; 2025Q1: 40,551 shares; 2025Q2: 56,324 shares; 2025Q3: 56,668 shares; 2025Q4: 28,340 shares; 2026Q1: 28,707 shares 28,707 $740K 0.02% +367 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,526 shares; 2024Q4: 17,310 shares; 2025Q1: 17,767 shares; 2025Q2: 17,886 shares; 2025Q3: 18,569 shares; 2025Q4: 16,545 shares; 2026Q1: 15,612 shares 15,612 $734K 0.02% -933 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,254 shares; 2025Q4: 7,732 shares; 2026Q1: 8,036 shares 8,036 $729K 0.02% +304 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 9,813 shares; 2025Q2: 23,083 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,187 shares 19,187 $728K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 6,846 shares; 2025Q3: 6,774 shares; 2025Q4: 6,669 shares; 2026Q1: 5,540 shares 5,540 $726K 0.02% -1,129 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,580 shares; 2024Q4: 52,680 shares; 2025Q1: 57,719 shares; 2025Q2: 67,755 shares; 2025Q3: 86,932 shares; 2025Q4: 86,187 shares; 2026Q1: 88,077 shares 88,077 $726K 0.02% +1,890 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,576 shares; 2024Q4: 41,002 shares; 2025Q1: 41,199 shares; 2025Q2: 44,759 shares; 2025Q3: 44,202 shares; 2025Q4: 56,707 shares; 2026Q1: 57,610 shares 57,610 $724K 0.02% +903 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: 960 shares; 2025Q2: 1,034 shares; 2025Q3: 1,022 shares; 2025Q4: 992 shares; 2026Q1: 991 shares 991 $722K 0.02% -1 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,794 shares; 2025Q4: 5,724 shares; 2026Q1: 6,954 shares 6,954 $722K 0.02% +1,230 Timeline RSSS RESEARCH SOLUTIONS INC More: the full row for RESEARCH SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,122 shares; 2024Q4: 182,582 shares; 2025Q1: 183,693 shares; 2025Q2: 282,702 shares; 2025Q3: 276,034 shares; 2025Q4: 289,517 shares; 2026Q1: 317,692 shares 317,692 $718K 0.02% +28,175 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,471 shares; 2025Q1: 1,770 shares; 2025Q2: 3,244 shares; 2025Q3: 3,410 shares; 2025Q4: 4,077 shares; 2026Q1: 4,205 shares 4,205 $717K 0.02% +128 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares; 2026Q1: 13,584 shares 13,584 $713K 0.02% +1,043 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 3,917 shares; 2025Q1: 3,362 shares; 2025Q2: 3,169 shares; 2025Q3: 3,076 shares; 2025Q4: 3,342 shares; 2026Q1: 3,363 shares 3,363 $710K 0.02% +21 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,958 shares; 2024Q4: 28,308 shares; 2025Q1: 27,570 shares; 2025Q2: 26,989 shares; 2025Q3: 22,783 shares; 2025Q4: 17,209 shares; 2026Q1: 16,755 shares 16,755 $707K 0.02% -454 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,680 shares; 2025Q1: 4,835 shares; 2025Q2: 3,715 shares; 2025Q3: 3,547 shares; 2025Q4: 2,919 shares; 2026Q1: 2,827 shares 2,827 $704K 0.02% -92 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,237 shares; 2024Q4: 24,480 shares; 2025Q1: 23,838 shares; 2025Q2: 30,758 shares; 2025Q3: 31,089 shares; 2025Q4: 52,856 shares; 2026Q1: 19,136 shares 19,136 $703K 0.02% -33,720 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,913 shares; 2025Q2: 16,337 shares; 2025Q3: 21,500 shares; 2025Q4: 23,007 shares; 2026Q1: 23,417 shares 23,417 $688K 0.02% +410 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; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 12,882 shares; 2025Q1: 18,382 shares; 2025Q2: not reported; 2025Q3: 23,355 shares; 2025Q4: 22,937 shares; 2026Q1: 33,695 shares 33,695 $688K 0.02% +10,758 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,416 shares; 2026Q1: 9,329 shares 9,329 $687K 0.02% -87 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,593 shares; 2024Q4: 40,899 shares; 2025Q1: 37,240 shares; 2025Q2: 22,090 shares; 2025Q3: 30,940 shares; 2025Q4: 44,974 shares; 2026Q1: 45,487 shares 45,487 $680K 0.02% +513 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,477 shares; 2024Q4: not reported; 2025Q1: 11,241 shares; 2025Q2: 11,264 shares; 2025Q3: 12,017 shares; 2025Q4: 12,724 shares; 2026Q1: 2,636 shares 2,636 $678K 0.02% -10,088 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 2,528 shares; 2025Q1: 4,421 shares; 2025Q2: 4,717 shares; 2025Q3: 5,980 shares; 2025Q4: 8,991 shares; 2026Q1: 10,312 shares 10,312 $673K 0.02% +1,321 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 8,167 shares; 2025Q2: 11,946 shares; 2025Q3: 11,727 shares; 2025Q4: 12,561 shares; 2026Q1: 13,187 shares 13,187 $673K 0.02% +626 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares; 2026Q1: 8,087 shares 8,087 $667K 0.02% +346 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,932 shares; 2025Q4: 12,357 shares; 2026Q1: 13,492 shares 13,492 $666K 0.02% +1,135 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; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,749 shares; 2025Q3: 2,610 shares; 2025Q4: 2,631 shares; 2026Q1: 2,620 shares 2,620 $657K 0.02% -11 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 3,502 shares; 2025Q3: 3,509 shares; 2025Q4: 3,429 shares; 2026Q1: 3,556 shares 3,556 $655K 0.02% +127 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,618 shares 13,618 $653K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,891 shares; 2025Q1: 5,987 shares; 2025Q2: 5,180 shares; 2025Q3: 5,799 shares; 2025Q4: 5,810 shares; 2026Q1: 4,967 shares 4,967 $650K 0.02% -843 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,301 shares; 2024Q4: 15,096 shares; 2025Q1: 15,772 shares; 2025Q2: 15,996 shares; 2025Q3: 15,427 shares; 2025Q4: 10,750 shares; 2026Q1: 10,357 shares 10,357 $647K 0.02% -393 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,759 shares; 2026Q1: 17,908 shares 17,908 $647K 0.02% +149 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; 2024Q2: restricted; 2024Q3: 33,148 shares; 2024Q4: 34,133 shares; 2025Q1: 31,243 shares; 2025Q2: 31,852 shares; 2025Q3: 33,641 shares; 2025Q4: 10,428 shares; 2026Q1: 9,540 shares 9,540 $645K 0.02% -888 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: not reported; 2025Q1: 8,348 shares; 2025Q2: 6,787 shares; 2025Q3: 8,065 shares; 2025Q4: 7,405 shares; 2026Q1: 7,192 shares 7,192 $644K 0.02% -213 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,323 shares; 2024Q4: 29,584 shares; 2025Q1: 28,806 shares; 2025Q2: 25,908 shares; 2025Q3: 25,711 shares; 2025Q4: 9,646 shares; 2026Q1: 11,255 shares 11,255 $640K 0.02% +1,609 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,930 shares; 2026Q1: 11,171 shares 11,171 $639K 0.02% +5,241 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,649 shares; 2024Q4: 29,049 shares; 2025Q1: 28,007 shares; 2025Q2: 27,185 shares; 2025Q3: 27,296 shares; 2025Q4: 26,615 shares; 2026Q1: 23,899 shares 23,899 $639K 0.02% -2,716 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 2,456 shares; 2025Q3: 2,359 shares; 2025Q4: 2,134 shares; 2026Q1: 2,579 shares 2,579 $637K 0.02% +445 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: not reported; 2025Q1: 15,481 shares; 2025Q2: 15,917 shares; 2025Q3: 17,408 shares; 2025Q4: 18,007 shares; 2026Q1: 19,615 shares 19,615 $636K 0.02% +1,608 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,260 shares; 2024Q4: 18,623 shares; 2025Q1: 19,180 shares; 2025Q2: 18,075 shares; 2025Q3: 17,339 shares; 2025Q4: 16,616 shares; 2026Q1: 16,032 shares 16,032 $636K 0.02% -584 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,585 shares; 2024Q4: not reported; 2025Q1: 56,864 shares; 2025Q2: 57,369 shares; 2025Q3: 56,972 shares; 2025Q4: 54,328 shares; 2026Q1: 58,976 shares 58,976 $635K 0.02% +4,648 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,734 shares; 2024Q4: 51,844 shares; 2025Q1: 52,541 shares; 2025Q2: 58,801 shares; 2025Q3: 66,452 shares; 2025Q4: 61,003 shares; 2026Q1: 58,488 shares 58,488 $633K 0.02% -2,515 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 5,505 shares; 2025Q3: 5,469 shares; 2025Q4: 5,415 shares; 2026Q1: 5,272 shares 5,272 $630K 0.02% -143 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,236 shares 4,236 $625K 0.02% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 8,033 shares; 2025Q1: 8,037 shares; 2025Q2: 8,060 shares; 2025Q3: 6,719 shares; 2025Q4: 6,883 shares; 2026Q1: 10,935 shares 10,935 $624K 0.02% +4,052 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; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 6,844 shares; 2025Q3: 6,351 shares; 2025Q4: 6,406 shares; 2026Q1: 6,268 shares 6,268 $623K 0.02% -138 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,682 shares; 2026Q1: 18,680 shares 18,680 $621K 0.02% +1,998 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,659 shares; 2025Q3: 3,647 shares; 2025Q4: 4,022 shares; 2026Q1: 3,605 shares 3,605 $617K 0.02% -417 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 7,017 shares; 2025Q1: 6,851 shares; 2025Q2: 7,179 shares; 2025Q3: 6,759 shares; 2025Q4: 5,704 shares; 2026Q1: 5,445 shares 5,445 $616K 0.02% -259 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 7,446 shares; 2025Q1: 7,609 shares; 2025Q2: 7,814 shares; 2025Q3: 7,687 shares; 2025Q4: 7,218 shares; 2026Q1: 6,613 shares 6,613 $612K 0.02% -605 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,569 shares; 2025Q1: 5,145 shares; 2025Q2: 5,190 shares; 2025Q3: 5,813 shares; 2025Q4: 6,077 shares; 2026Q1: 6,610 shares 6,610 $610K 0.02% +533 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,922 shares; 2024Q4: 22,493 shares; 2025Q1: 23,606 shares; 2025Q2: 22,363 shares; 2025Q3: 21,322 shares; 2025Q4: 20,908 shares; 2026Q1: 19,591 shares 19,591 $607K 0.02% -1,317 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,587 shares 13,587 $607K 0.02% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 5,353 shares; 2025Q4: 5,524 shares; 2026Q1: 6,278 shares 6,278 $602K 0.02% +754 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 670 shares; 2025Q1: 198 shares; 2025Q2: 159 shares; 2025Q3: 172 shares; 2025Q4: 179 shares; 2026Q1: 178 shares 178 $601K 0.02% -1 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; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: not reported; 2025Q1: 2,867 shares; 2025Q2: 2,763 shares; 2025Q3: 2,757 shares; 2025Q4: 2,786 shares; 2026Q1: 2,893 shares 2,893 $596K 0.02% +107 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,658 shares; 2026Q1: 8,659 shares 8,659 $596K 0.02% +1 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,071 shares; 2024Q4: 15,233 shares; 2025Q1: 20,453 shares; 2025Q2: 19,340 shares; 2025Q3: 28,272 shares; 2025Q4: 28,489 shares; 2026Q1: 29,537 shares 29,537 $592K 0.02% +1,048 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,426 shares; 2024Q4: 15,289 shares; 2025Q1: 14,240 shares; 2025Q2: 14,233 shares; 2025Q3: 15,252 shares; 2025Q4: 13,849 shares; 2026Q1: 12,786 shares 12,786 $591K 0.02% -1,063 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,443 shares; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares 8,228 $590K 0.02% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: not reported; 2025Q1: 34,774 shares; 2025Q2: 34,789 shares; 2025Q3: 35,101 shares; 2025Q4: 37,155 shares; 2026Q1: 6,553 shares 6,553 $590K 0.02% -30,602 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: 9,597 shares; 2025Q1: 9,121 shares; 2025Q2: 8,692 shares; 2025Q3: 6,967 shares; 2025Q4: 6,105 shares; 2026Q1: 5,695 shares 5,695 $589K 0.02% -410 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 9,353 shares; 2025Q1: 9,069 shares; 2025Q2: 6,535 shares; 2025Q3: 7,717 shares; 2025Q4: 8,491 shares; 2026Q1: 12,471 shares 12,471 $587K 0.02% +3,980 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,772 shares; 2025Q1: 40,772 shares; 2025Q2: 40,772 shares; 2025Q3: 40,772 shares; 2025Q4: 40,772 shares; 2026Q1: 40,772 shares 40,772 $584K 0.02% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,129 shares 12,129 $582K 0.02% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,471 shares; 2026Q1: 10,331 shares 10,331 $580K 0.02% -3,140 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,423 shares; 2025Q1: 9,319 shares; 2025Q2: 14,412 shares; 2025Q3: 12,863 shares; 2025Q4: 12,122 shares; 2026Q1: 17,217 shares 17,217 $577K 0.02% +5,095 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,910 shares; 2026Q1: 25,473 shares 25,473 $577K 0.02% +2,563 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 12,234 shares; 2025Q4: 12,780 shares; 2026Q1: 14,482 shares 14,482 $575K 0.02% +1,702 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 5,554 shares 5,554 $573K 0.02% +399 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,279 shares; 2026Q1: 38,279 shares 38,279 $571K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 989 shares; 2026Q1: 2,744 shares 2,744 $571K 0.02% +1,755 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 3,559 shares; 2025Q1: 3,447 shares; 2025Q2: 3,603 shares; 2025Q3: 3,804 shares; 2025Q4: 3,758 shares; 2026Q1: 3,475 shares 3,475 $570K 0.02% -283 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: not reported; 2025Q1: 18,235 shares; 2025Q2: 18,304 shares; 2025Q3: 18,366 shares; 2025Q4: 18,279 shares; 2026Q1: 20,441 shares 20,441 $569K 0.02% +2,162 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,744 shares 12,744 $569K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 3,453 shares; 2025Q3: 3,420 shares; 2025Q4: 3,874 shares; 2026Q1: 4,111 shares 4,111 $569K 0.02% +237 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,112 shares; 2025Q3: 10,790 shares; 2025Q4: 15,464 shares; 2026Q1: 18,825 shares 18,825 $567K 0.02% +3,361 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,017 shares; 2025Q1: 3,615 shares; 2025Q2: 4,410 shares; 2025Q3: 4,844 shares; 2025Q4: 5,213 shares; 2026Q1: 5,070 shares 5,070 $565K 0.02% -143 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 5,312 shares; 2025Q1: 5,401 shares; 2025Q2: 5,220 shares; 2025Q3: 5,368 shares; 2025Q4: 4,829 shares; 2026Q1: 5,014 shares 5,014 $563K 0.02% +185 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,678 shares; 2025Q1: 6,634 shares; 2025Q2: 6,328 shares; 2025Q3: 5,857 shares; 2025Q4: 5,629 shares; 2026Q1: 5,834 shares 5,834 $563K 0.02% +205 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,570 shares; 2025Q1: 4,367 shares; 2025Q2: 4,255 shares; 2025Q3: 4,206 shares; 2025Q4: 1,037 shares; 2026Q1: 1,348 shares 1,348 $562K 0.02% +311 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: 1,446 shares; 2025Q4: 1,414 shares; 2026Q1: 1,433 shares 1,433 $561K 0.02% +19 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 3,050 shares; 2025Q3: 3,516 shares; 2025Q4: 3,491 shares; 2026Q1: 3,519 shares 3,519 $558K 0.02% +28 Timeline EVTR 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares; 2026Q1: 10,967 shares 10,967 $557K 0.02% +1,507 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 5,254 shares; 2025Q1: 5,784 shares; 2025Q2: 21,486 shares; 2025Q3: 21,539 shares; 2025Q4: 12,971 shares; 2026Q1: 13,012 shares 13,012 $555K 0.02% +41 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 11,231 shares; 2025Q1: 7,215 shares; 2025Q2: 7,738 shares; 2025Q3: 7,049 shares; 2025Q4: 6,839 shares; 2026Q1: 6,499 shares 6,499 $554K 0.02% -340 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,226 shares; 2024Q4: 6,585 shares; 2025Q1: 5,890 shares; 2025Q2: 5,762 shares; 2025Q3: 5,142 shares; 2025Q4: 5,136 shares; 2026Q1: 5,672 shares 5,672 $552K 0.02% +536 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 10,103 shares; 2026Q1: 10,238 shares 10,238 $550K 0.02% +135 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,618 shares; 2024Q4: 54,180 shares; 2025Q1: 51,943 shares; 2025Q2: 55,592 shares; 2025Q3: 54,746 shares; 2025Q4: 13,114 shares; 2026Q1: 5,393 shares 5,393 $549K 0.02% -7,721 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,250 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,600 shares; 2025Q4: 13,600 shares; 2026Q1: 11,000 shares 11,000 $548K 0.02% -2,600 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,131 shares; 2025Q1: 7,715 shares; 2025Q2: 7,840 shares; 2025Q3: 7,892 shares; 2025Q4: 7,924 shares; 2026Q1: 7,947 shares 7,947 $547K 0.02% +23 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,354 shares; 2024Q4: not reported; 2025Q1: 27,854 shares; 2025Q2: 17,274 shares; 2025Q3: 16,141 shares; 2025Q4: 15,953 shares; 2026Q1: 15,889 shares 15,889 $545K 0.02% -64 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,373 shares; 2024Q4: 4,775 shares; 2025Q1: 5,163 shares; 2025Q2: 6,867 shares; 2025Q3: 6,920 shares; 2025Q4: 6,648 shares; 2026Q1: 8,637 shares 8,637 $542K 0.02% +1,989 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 9,533 shares; 2025Q1: 9,614 shares; 2025Q2: 10,157 shares; 2025Q3: 10,458 shares; 2025Q4: 9,091 shares; 2026Q1: 9,242 shares 9,242 $540K 0.02% +151 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,060 shares; 2025Q4: 9,807 shares; 2026Q1: 28,689 shares 28,689 $536K 0.02% +18,882 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,930 shares; 2026Q1: 14,407 shares 14,407 $536K 0.02% +4,477 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,782 shares; 2024Q4: 25,706 shares; 2025Q1: 26,538 shares; 2025Q2: 26,741 shares; 2025Q3: 29,901 shares; 2025Q4: 30,097 shares; 2026Q1: 29,835 shares 29,835 $535K 0.02% -262 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,497 shares; 2024Q4: 51,661 shares; 2025Q1: 31,477 shares; 2025Q2: 26,612 shares; 2025Q3: 24,631 shares; 2025Q4: 10,311 shares; 2026Q1: 6,374 shares 6,374 $535K 0.02% -3,937 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 5,507 shares; 2025Q1: 5,662 shares; 2025Q2: 2,982 shares; 2025Q3: 2,940 shares; 2025Q4: 2,593 shares; 2026Q1: 3,144 shares 3,144 $531K 0.02% +551 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,487 shares; 2026Q1: 21,018 shares 21,018 $530K 0.02% +2,531 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares; 2026Q1: 10,010 shares 10,010 $528K 0.02% +4,309 Timeline PHYD PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,901 shares; 2026Q1: 10,478 shares 10,478 $524K 0.02% +1,577 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,353 shares; 2026Q1: 21,790 shares 21,790 $522K 0.02% +437 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 3,842 shares; 2025Q1: 3,029 shares; 2025Q2: 3,012 shares; 2025Q3: 3,060 shares; 2025Q4: 3,246 shares; 2026Q1: 3,308 shares 3,308 $520K 0.02% +62 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $518K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,397 shares; 2025Q1: 1,559 shares; 2025Q2: 1,506 shares; 2025Q3: 1,869 shares; 2025Q4: 1,229 shares; 2026Q1: 1,499 shares 1,499 $517K 0.02% +270 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,430 shares; 2025Q4: 24,430 shares; 2026Q1: 24,430 shares 24,430 $516K 0.02% 0 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,075 shares; 2025Q4: 25,075 shares; 2026Q1: 25,075 shares 25,075 $515K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 5,796 shares; 2025Q1: 5,482 shares; 2025Q2: 5,581 shares; 2025Q3: 9,753 shares; 2025Q4: 9,715 shares; 2026Q1: 9,758 shares 9,758 $515K 0.02% +43 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 18,101 shares; 2025Q1: 16,602 shares; 2025Q2: 16,748 shares; 2025Q3: 17,700 shares; 2025Q4: 21,620 shares; 2026Q1: 21,467 shares 21,467 $515K 0.02% -153 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,632 shares; 2025Q1: 1,888 shares; 2025Q2: 1,935 shares; 2025Q3: 2,087 shares; 2025Q4: 2,089 shares; 2026Q1: 2,107 shares 2,107 $506K 0.02% +18 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 33,537 shares; 2025Q1: 34,918 shares; 2025Q2: 29,642 shares; 2025Q3: 29,790 shares; 2025Q4: 30,113 shares; 2026Q1: 22,371 shares 22,371 $504K 0.02% -7,742 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; 2024Q2: restricted; 2024Q3: 706,778 shares; 2024Q4: 901,176 shares; 2025Q1: 901,176 shares; 2025Q2: 901,176 shares; 2025Q3: 752,200 shares; 2025Q4: 752,200 shares; 2026Q1: 752,200 shares 752,200 $497K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,714 shares; 2024Q4: 8,389 shares; 2025Q1: 7,290 shares; 2025Q2: 6,934 shares; 2025Q3: 3,431 shares; 2025Q4: 3,507 shares; 2026Q1: 3,306 shares 3,306 $496K 0.02% -201 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 2,221 shares; 2025Q1: 2,421 shares; 2025Q2: 2,249 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 3,273 shares 3,273 $496K 0.02% +1,404 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: not reported; 2025Q1: 4,689 shares; 2025Q2: 5,272 shares; 2025Q3: 5,112 shares; 2025Q4: 4,689 shares; 2026Q1: 5,399 shares 5,399 $495K 0.02% +710 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,031 shares 12,031 $492K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,525 shares; 2024Q4: 11,388 shares; 2025Q1: 11,173 shares; 2025Q2: 11,106 shares; 2025Q3: 10,676 shares; 2025Q4: 10,680 shares; 2026Q1: 9,695 shares 9,695 $489K 0.02% -985 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 3,906 shares; 2025Q1: 3,378 shares; 2025Q2: 3,349 shares; 2025Q3: not reported; 2025Q4: 4,282 shares; 2026Q1: 4,036 shares 4,036 $488K 0.02% -246 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 11,500 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 9,650 shares 9,650 $486K 0.02% -2,600 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 13,004 shares; 2025Q1: 12,325 shares; 2025Q2: 6,428 shares; 2025Q3: 5,888 shares; 2025Q4: 8,500 shares; 2026Q1: 9,631 shares 9,631 $481K 0.02% +1,131 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 13,827 shares; 2025Q1: 13,979 shares; 2025Q2: 13,433 shares; 2025Q3: 7,947 shares; 2025Q4: 7,270 shares; 2026Q1: 7,401 shares 7,401 $481K 0.02% +131 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 1,872 shares; 2025Q3: 1,971 shares; 2025Q4: 1,981 shares; 2026Q1: 2,817 shares 2,817 $476K 0.02% +836 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,349 shares 3,349 $476K 0.02% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: not reported; 2025Q1: 12,331 shares; 2025Q2: 19,032 shares; 2025Q3: 19,741 shares; 2025Q4: 18,023 shares; 2026Q1: 11,788 shares 11,788 $473K 0.01% -6,235 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 4,700 shares; 2025Q4: 6,011 shares; 2026Q1: 6,787 shares 6,787 $470K 0.01% +776 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 5,876 shares; 2025Q1: 4,848 shares; 2025Q2: 5,129 shares; 2025Q3: 5,034 shares; 2025Q4: 5,592 shares; 2026Q1: 4,932 shares 4,932 $468K 0.01% -660 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,848 shares; 2025Q4: 5,894 shares; 2026Q1: 5,848 shares 5,848 $467K 0.01% -46 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,803 shares; 2025Q3: 1,988 shares; 2025Q4: 2,138 shares; 2026Q1: 2,364 shares 2,364 $467K 0.01% +226 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,975 shares; 2025Q4: 37,769 shares; 2026Q1: 35,925 shares 35,925 $466K 0.01% -1,844 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,529 shares; 2024Q4: 101,014 shares; 2025Q1: 66,390 shares; 2025Q2: 54,927 shares; 2025Q3: 52,256 shares; 2025Q4: 15,556 shares; 2026Q1: 10,239 shares 10,239 $461K 0.01% -5,317 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,395 shares; 2026Q1: 3,575 shares 3,575 $457K 0.01% +180 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,242 shares; 2024Q4: not reported; 2025Q1: 93,559 shares; 2025Q2: 94,045 shares; 2025Q3: 96,153 shares; 2025Q4: 93,193 shares; 2026Q1: 95,408 shares 95,408 $456K 0.01% +2,215 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4,754 shares; 2025Q1: 6,890 shares; 2025Q2: 5,952 shares; 2025Q3: 6,230 shares; 2025Q4: 6,529 shares; 2026Q1: 6,663 shares 6,663 $455K 0.01% +134 Timeline QYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,887 shares; 2024Q4: 14,386 shares; 2025Q1: 15,605 shares; 2025Q2: 17,519 shares; 2025Q3: 18,779 shares; 2025Q4: 18,944 shares; 2026Q1: 17,524 shares 17,524 $455K 0.01% -1,420 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,358 shares; 2025Q3: 12,269 shares; 2025Q4: 10,590 shares; 2026Q1: 11,493 shares 11,493 $451K 0.01% +903 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,422 shares; 2025Q1: 4,141 shares; 2025Q2: 4,280 shares; 2025Q3: 4,818 shares; 2025Q4: 4,855 shares; 2026Q1: 4,804 shares 4,804 $451K 0.01% -51 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 21,468 shares; 2025Q1: 21,505 shares; 2025Q2: 21,301 shares; 2025Q3: 21,170 shares; 2025Q4: 20,367 shares; 2026Q1: 19,586 shares 19,586 $450K 0.01% -781 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 3,183 shares; 2025Q1: 3,219 shares; 2025Q2: 3,155 shares; 2025Q3: 2,788 shares; 2025Q4: 1,569 shares; 2026Q1: 1,687 shares 1,687 $450K 0.01% +118 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,815 shares; 2025Q3: 2,699 shares; 2025Q4: 3,594 shares; 2026Q1: 3,804 shares 3,804 $447K 0.01% +210 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,030 shares; 2025Q3: 4,938 shares; 2025Q4: 5,714 shares; 2026Q1: 6,744 shares 6,744 $447K 0.01% +1,030 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 6,658 shares; 2025Q3: 9,275 shares; 2025Q4: 8,380 shares; 2026Q1: 9,469 shares 9,469 $445K 0.01% +1,089 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,944 shares; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 8,044 shares; 2025Q3: 7,219 shares; 2025Q4: 6,748 shares; 2026Q1: 8,547 shares 8,547 $445K 0.01% +1,799 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,024 shares; 2025Q1: not reported; 2025Q2: 2,813 shares; 2025Q3: 3,293 shares; 2025Q4: 3,738 shares; 2026Q1: 3,918 shares 3,918 $441K 0.01% +180 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,691 shares; 2026Q1: 8,702 shares 8,702 $438K 0.01% +11 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 6,817 shares 6,817 $438K 0.01% +1,720 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,379 shares; 2024Q4: 8,951 shares; 2025Q1: 9,284 shares; 2025Q2: 9,241 shares; 2025Q3: 3,468 shares; 2025Q4: 3,479 shares; 2026Q1: 3,912 shares 3,912 $432K 0.01% +433 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: not reported; 2025Q1: 14,088 shares; 2025Q2: 5,313 shares; 2025Q3: 7,187 shares; 2025Q4: 6,281 shares; 2026Q1: 6,349 shares 6,349 $431K 0.01% +68 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: not reported; 2025Q1: 18,136 shares; 2025Q2: 18,183 shares; 2025Q3: 17,991 shares; 2025Q4: 18,050 shares; 2026Q1: 19,610 shares 19,610 $428K 0.01% +1,560 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,097 shares; 2024Q4: 36,736 shares; 2025Q1: 67,571 shares; 2025Q2: 21,651 shares; 2025Q3: 26,165 shares; 2025Q4: 104,218 shares; 2026Q1: 42,680 shares 42,680 $428K 0.01% -61,538 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; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,691 shares; 2025Q1: 10,425 shares; 2025Q2: 10,109 shares; 2025Q3: 9,492 shares; 2025Q4: 8,504 shares; 2026Q1: 7,807 shares 7,807 $427K 0.01% -697 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 970 shares; 2025Q3: 965 shares; 2025Q4: 3,392 shares; 2026Q1: 4,070 shares 4,070 $426K 0.01% +678 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,547 shares; 2025Q3: 1,200 shares; 2025Q4: 981 shares; 2026Q1: 1,072 shares 1,072 $425K 0.01% +91 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,695 shares; 2025Q3: 4,979 shares; 2025Q4: 3,614 shares; 2026Q1: 3,662 shares 3,662 $424K 0.01% +48 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 4,954 shares; 2025Q1: 5,796 shares; 2025Q2: 4,704 shares; 2025Q3: 3,738 shares; 2025Q4: 2,709 shares; 2026Q1: 4,204 shares 4,204 $423K 0.01% +1,495 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,281 shares; 2025Q1: 3,407 shares; 2025Q2: 3,717 shares; 2025Q3: 3,768 shares; 2025Q4: 3,847 shares; 2026Q1: 3,942 shares 3,942 $423K 0.01% +95 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,404 shares; 2025Q4: 10,662 shares; 2026Q1: 9,959 shares 9,959 $423K 0.01% -703 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,294 shares; 2025Q1: 5,297 shares; 2025Q2: 5,905 shares; 2025Q3: 5,910 shares; 2025Q4: 5,773 shares; 2026Q1: 5,776 shares 5,776 $422K 0.01% +3 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,495 shares; 2025Q3: 6,495 shares; 2025Q4: 6,696 shares; 2026Q1: 6,698 shares 6,698 $422K 0.01% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,263 shares; 2024Q4: 8,744 shares; 2025Q1: 8,318 shares; 2025Q2: 7,726 shares; 2025Q3: 16,494 shares; 2025Q4: 8,864 shares; 2026Q1: 7,980 shares 7,980 $421K 0.01% -884 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,876 shares; 2026Q1: 15,786 shares 15,786 $421K 0.01% +2,910 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: not reported; 2025Q1: 1,604 shares; 2025Q2: 1,574 shares; 2025Q3: 1,538 shares; 2025Q4: 1,684 shares; 2026Q1: 1,770 shares 1,770 $418K 0.01% +86 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,505 shares; 2025Q3: 15,610 shares; 2025Q4: 10,227 shares; 2026Q1: 10,223 shares 10,223 $416K 0.01% -4 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,177 shares; 2026Q1: 36,364 shares 36,364 $416K 0.01% +14,187 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 5,875 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares; 2026Q1: 9,596 shares 9,596 $413K 0.01% +3,721 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,064 shares; 2024Q4: 25,456 shares; 2025Q1: 23,447 shares; 2025Q2: 23,181 shares; 2025Q3: 18,646 shares; 2025Q4: 19,216 shares; 2026Q1: 18,883 shares 18,883 $408K 0.01% -333 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,268 shares; 2024Q4: 27,945 shares; 2025Q1: 28,365 shares; 2025Q2: 31,890 shares; 2025Q3: 52,828 shares; 2025Q4: 52,377 shares; 2026Q1: 53,652 shares 53,652 $407K 0.01% +1,275 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,303 shares 50,303 $406K 0.01% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,923 shares; 2026Q1: 25,501 shares 25,501 $406K 0.01% -422 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 2,190 shares; 2025Q1: 2,202 shares; 2025Q2: 2,247 shares; 2025Q3: 2,314 shares; 2025Q4: 2,101 shares; 2026Q1: 2,996 shares 2,996 $405K 0.01% +895 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,944 shares; 2026Q1: 18,172 shares 18,172 $400K 0.01% +2,228 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 11,783 shares; 2025Q1: 12,122 shares; 2025Q2: 13,869 shares; 2025Q3: 14,276 shares; 2025Q4: 15,202 shares; 2026Q1: 16,025 shares 16,025 $400K 0.01% +823 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: not reported; 2025Q1: 5,501 shares; 2025Q2: 8,697 shares; 2025Q3: 8,941 shares; 2025Q4: 7,925 shares; 2026Q1: 7,925 shares 7,925 $399K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,982 shares; 2025Q2: 1,528 shares; 2025Q3: 1,699 shares; 2025Q4: 1,669 shares; 2026Q1: 1,932 shares 1,932 $399K 0.01% +263 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,828 shares; 2024Q4: 17,846 shares; 2025Q1: 20,093 shares; 2025Q2: 17,581 shares; 2025Q3: 17,181 shares; 2025Q4: 17,208 shares; 2026Q1: 17,210 shares 17,210 $398K 0.01% +2 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,229 shares; 2025Q4: 1,949 shares; 2026Q1: 2,004 shares 2,004 $397K 0.01% +55 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,882 shares; 2024Q4: 12,255 shares; 2025Q1: 12,099 shares; 2025Q2: 10,592 shares; 2025Q3: 9,621 shares; 2025Q4: 8,261 shares; 2026Q1: 7,883 shares 7,883 $397K 0.01% -378 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,556 shares; 2024Q4: 9,562 shares; 2025Q1: 10,527 shares; 2025Q2: 12,439 shares; 2025Q3: 11,580 shares; 2025Q4: 9,668 shares; 2026Q1: 9,047 shares 9,047 $396K 0.01% -621 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,022 shares; 2026Q1: 2,418 shares 2,418 $396K 0.01% +396 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 3,222 shares; 2025Q3: 3,084 shares; 2025Q4: 3,164 shares; 2026Q1: 3,324 shares 3,324 $394K 0.01% +160 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,455 shares; 2026Q1: 8,373 shares 8,373 $394K 0.01% -82 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 1,148 shares; 2025Q1: 1,171 shares; 2025Q2: 1,078 shares; 2025Q3: 1,120 shares; 2025Q4: 1,190 shares; 2026Q1: 1,420 shares 1,420 $391K 0.01% +230 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; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,541 shares; 2025Q1: 4,371 shares; 2025Q2: 2,216 shares; 2025Q3: 2,056 shares; 2025Q4: 1,942 shares; 2026Q1: 1,837 shares 1,837 $390K 0.01% -105 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $389K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,107 shares; 2025Q1: 4,313 shares; 2025Q2: 3,680 shares; 2025Q3: 3,656 shares; 2025Q4: 3,559 shares; 2026Q1: 3,925 shares 3,925 $389K 0.01% +366 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,267 shares; 2025Q1: 9,376 shares; 2025Q2: 8,738 shares; 2025Q3: 8,288 shares; 2025Q4: 7,107 shares; 2026Q1: 6,445 shares 6,445 $385K 0.01% -662 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,018 shares; 2025Q3: 7,654 shares; 2025Q4: 8,073 shares; 2026Q1: 8,083 shares 8,083 $384K 0.01% +10 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 20,550 shares; 2025Q4: 20,582 shares; 2026Q1: 21,029 shares 21,029 $384K 0.01% +447 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,756 shares; 2025Q1: 3,565 shares; 2025Q2: 3,309 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 2,621 shares 2,621 $379K 0.01% -693 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,084 shares; 2025Q1: 12,084 shares; 2025Q2: 11,636 shares; 2025Q3: 10,964 shares; 2025Q4: 10,179 shares; 2026Q1: 18,109 shares 18,109 $378K 0.01% +7,930 Timeline QLTI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares; 2026Q1: 15,133 shares 15,133 $378K 0.01% +3,336 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,902 shares; 2025Q1: 5,235 shares; 2025Q2: 5,731 shares; 2025Q3: 5,776 shares; 2025Q4: 5,721 shares; 2026Q1: 5,998 shares 5,998 $377K 0.01% +277 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,631 shares 1,631 $376K 0.01% +265 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,486 shares; 2026Q1: 2,990 shares 2,990 $375K 0.01% +504 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,460 shares; 2026Q1: 6,947 shares 6,947 $375K 0.01% +487 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,189 shares; 2024Q4: 74,879 shares; 2025Q1: 75,288 shares; 2025Q2: 72,016 shares; 2025Q3: 34,920 shares; 2025Q4: 34,882 shares; 2026Q1: 34,366 shares 34,366 $375K 0.01% -516 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,137 shares; 2024Q4: 10,350 shares; 2025Q1: 10,765 shares; 2025Q2: 10,917 shares; 2025Q3: 9,347 shares; 2025Q4: 8,022 shares; 2026Q1: 7,522 shares 7,522 $373K 0.01% -500 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 5,063 shares; 2025Q1: 4,885 shares; 2025Q2: 4,796 shares; 2025Q3: 5,102 shares; 2025Q4: 5,119 shares; 2026Q1: 5,098 shares 5,098 $373K 0.01% -21 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,272 shares; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 9,453 shares; 2025Q3: 8,921 shares; 2025Q4: 9,987 shares; 2026Q1: 12,985 shares 12,985 $373K 0.01% +2,998 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: 8,651 shares; 2025Q1: 9,933 shares; 2025Q2: 11,739 shares; 2025Q3: 10,331 shares; 2025Q4: 9,396 shares; 2026Q1: 7,422 shares 7,422 $370K 0.01% -1,974 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,567 shares; 2025Q1: 1,614 shares; 2025Q2: 1,728 shares; 2025Q3: 1,800 shares; 2025Q4: 1,745 shares; 2026Q1: 1,706 shares 1,706 $370K 0.01% -39 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $368K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 3,347 shares; 2026Q1: 4,755 shares 4,755 $368K 0.01% +1,408 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,305 shares; 2025Q1: 3,135 shares; 2025Q2: 3,164 shares; 2025Q3: 3,025 shares; 2025Q4: 2,676 shares; 2026Q1: 2,698 shares 2,698 $366K 0.01% +22 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares 1,730 $366K 0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,524 shares; 2024Q4: 24,589 shares; 2025Q1: 23,286 shares; 2025Q2: 23,822 shares; 2025Q3: 20,461 shares; 2025Q4: 19,955 shares; 2026Q1: 17,046 shares 17,046 $365K 0.01% -2,909 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 11,898 shares; 2025Q1: 11,755 shares; 2025Q2: 11,604 shares; 2025Q3: 11,268 shares; 2025Q4: 11,776 shares; 2026Q1: 10,843 shares 10,843 $364K 0.01% -933 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,211 shares; 2024Q4: not reported; 2025Q1: 14,283 shares; 2025Q2: 12,043 shares; 2025Q3: 10,086 shares; 2025Q4: 8,550 shares; 2026Q1: 8,436 shares 8,436 $363K 0.01% -114 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,627 shares; 2024Q4: 28,637 shares; 2025Q1: 28,674 shares; 2025Q2: 24,280 shares; 2025Q3: 24,239 shares; 2025Q4: 24,711 shares; 2026Q1: 26,545 shares 26,545 $363K 0.01% +1,834 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 5,339 shares; 2025Q1: 5,506 shares; 2025Q2: 5,834 shares; 2025Q3: 2,181 shares; 2025Q4: 2,179 shares; 2026Q1: 2,734 shares 2,734 $361K 0.01% +555 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: not reported; 2025Q1: 6,641 shares; 2025Q2: 4,011 shares; 2025Q3: 3,628 shares; 2025Q4: 3,340 shares; 2026Q1: 3,067 shares 3,067 $361K 0.01% -273 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,355 shares; 2024Q4: not reported; 2025Q1: 5,948 shares; 2025Q2: 6,919 shares; 2025Q3: 6,920 shares; 2025Q4: 7,281 shares; 2026Q1: 7,717 shares 7,717 $361K 0.01% +436 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,150 shares; 2025Q2: 10,550 shares; 2025Q3: 15,103 shares; 2025Q4: 4,604 shares; 2026Q1: 4,635 shares 4,635 $359K 0.01% +31 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 8,850 shares; 2025Q1: 8,215 shares; 2025Q2: 8,807 shares; 2025Q3: 7,652 shares; 2025Q4: 6,420 shares; 2026Q1: 6,499 shares 6,499 $359K 0.01% +79 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 17,233 shares; 2025Q1: 17,222 shares; 2025Q2: 17,401 shares; 2025Q3: 16,916 shares; 2025Q4: 16,996 shares; 2026Q1: 17,063 shares 17,063 $357K 0.01% +67 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,332 shares; 2024Q4: 9,514 shares; 2025Q1: 9,410 shares; 2025Q2: 9,903 shares; 2025Q3: 9,683 shares; 2025Q4: 6,734 shares; 2026Q1: 6,736 shares 6,736 $356K 0.01% +2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,704 shares 7,704 $355K 0.01% new 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; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 41,749 shares; 2025Q1: 39,442 shares; 2025Q2: 41,545 shares; 2025Q3: 38,947 shares; 2025Q4: 44,746 shares; 2026Q1: 48,798 shares 48,798 $355K 0.01% +4,052 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 3,090 shares; 2025Q4: 4,048 shares; 2026Q1: 4,691 shares 4,691 $354K 0.01% +643 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,109 shares; 2026Q1: 13,918 shares 13,918 $352K 0.01% +809 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,727 shares; 2025Q1: 1,697 shares; 2025Q2: 1,675 shares; 2025Q3: 2,475 shares; 2025Q4: 2,166 shares; 2026Q1: 2,413 shares 2,413 $352K 0.01% +247 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 11,162 shares; 2025Q1: 3,195 shares; 2025Q2: 2,496 shares; 2025Q3: 2,435 shares; 2025Q4: 2,423 shares; 2026Q1: 2,256 shares 2,256 $351K 0.01% -167 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares 4,381 $351K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,747 shares; 2024Q4: 13,780 shares; 2025Q1: 15,394 shares; 2025Q2: 15,803 shares; 2025Q3: 14,140 shares; 2025Q4: 10,305 shares; 2026Q1: 10,752 shares 10,752 $344K 0.01% +447 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 1,709 shares; 2025Q4: 1,945 shares; 2026Q1: 2,258 shares 2,258 $343K 0.01% +313 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,116 shares; 2025Q1: 2,143 shares; 2025Q2: 2,147 shares; 2025Q3: 2,142 shares; 2025Q4: 2,228 shares; 2026Q1: 2,229 shares 2,229 $343K 0.01% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: 1,131 shares; 2025Q2: 1,335 shares; 2025Q3: 1,332 shares; 2025Q4: 1,158 shares; 2026Q1: 2,023 shares 2,023 $342K 0.01% +865 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 3,488 shares; 2025Q1: 3,386 shares; 2025Q2: 3,436 shares; 2025Q3: 3,836 shares; 2025Q4: 3,207 shares; 2026Q1: 3,495 shares 3,495 $342K 0.01% +288 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 4,435 shares; 2025Q1: 4,223 shares; 2025Q2: 4,121 shares; 2025Q3: 3,840 shares; 2025Q4: 3,628 shares; 2026Q1: 2,888 shares 2,888 $342K 0.01% -740 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: not reported; 2025Q1: 14,959 shares; 2025Q2: 17,545 shares; 2025Q3: 14,885 shares; 2025Q4: 19,585 shares; 2026Q1: 21,491 shares 21,491 $341K 0.01% +1,906 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,541 shares 8,541 $341K 0.01% new Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,036 shares; 2025Q3: 1,886 shares; 2025Q4: 1,984 shares; 2026Q1: 2,187 shares 2,187 $339K 0.01% +203 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,888 shares; 2024Q4: 35,000 shares; 2025Q1: 43,036 shares; 2025Q2: 43,003 shares; 2025Q3: 45,137 shares; 2025Q4: 47,049 shares; 2026Q1: 48,266 shares 48,266 $339K 0.01% +1,217 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,556 shares; 2024Q4: not reported; 2025Q1: 7,975 shares; 2025Q2: 7,107 shares; 2025Q3: 7,248 shares; 2025Q4: 4,589 shares; 2026Q1: 4,997 shares 4,997 $338K 0.01% +408 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,325 shares; 2024Q4: 33,342 shares; 2025Q1: 33,376 shares; 2025Q2: 33,498 shares; 2025Q3: 34,188 shares; 2025Q4: 35,213 shares; 2026Q1: 3,660 shares 3,660 $337K 0.01% -31,553 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,437 shares; 2025Q3: 14,573 shares; 2025Q4: 14,873 shares; 2026Q1: 15,033 shares 15,033 $336K 0.01% +160 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,557 shares 5,557 $336K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,054 shares; 2025Q4: 1,056 shares; 2026Q1: 1,319 shares 1,319 $335K 0.01% +263 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: not reported; 2025Q1: 3,903 shares; 2025Q2: 3,783 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 3,474 shares 3,474 $333K 0.01% -19 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 5,326 shares; 2025Q1: 5,473 shares; 2025Q2: 4,853 shares; 2025Q3: 4,687 shares; 2025Q4: 4,889 shares; 2026Q1: 4,970 shares 4,970 $332K 0.01% +81 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,934 shares; 2025Q3: 13,730 shares; 2025Q4: 13,090 shares; 2026Q1: 13,643 shares 13,643 $332K 0.01% +553 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,711 shares; 2026Q1: 4,506 shares 4,506 $331K 0.01% +795 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,659 shares; 2024Q4: 14,139 shares; 2025Q1: 14,161 shares; 2025Q2: 14,317 shares; 2025Q3: 14,339 shares; 2025Q4: 14,142 shares; 2026Q1: 14,938 shares 14,938 $330K 0.01% +796 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,212 shares; 2025Q4: 2,393 shares; 2026Q1: 2,435 shares 2,435 $330K 0.01% +42 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,642 shares 6,642 $328K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 4,583 shares; 2025Q1: 5,281 shares; 2025Q2: 5,569 shares; 2025Q3: 2,267 shares; 2025Q4: 2,249 shares; 2026Q1: 1,663 shares 1,663 $327K 0.01% -586 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,627 shares; 2025Q1: 3,669 shares; 2025Q2: 3,887 shares; 2025Q3: 4,134 shares; 2025Q4: 3,652 shares; 2026Q1: 3,880 shares 3,880 $325K 0.01% +228 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 10,469 shares; 2025Q3: 7,917 shares; 2025Q4: 6,608 shares; 2026Q1: 6,313 shares 6,313 $324K 0.01% -295 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 2,045 shares; 2026Q1: 2,172 shares 2,172 $324K 0.01% +127 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,560 shares; 2025Q1: 3,874 shares; 2025Q2: 3,831 shares; 2025Q3: 3,679 shares; 2025Q4: 3,861 shares; 2026Q1: 4,098 shares 4,098 $323K 0.01% +237 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,864 shares; 2025Q1: not reported; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 7,042 shares; 2026Q1: 9,006 shares 9,006 $322K 0.01% +1,964 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 6,163 shares; 2025Q1: 5,657 shares; 2025Q2: 5,663 shares; 2025Q3: 5,718 shares; 2025Q4: 5,722 shares; 2026Q1: 5,683 shares 5,683 $322K 0.01% -39 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,055 shares; 2025Q1: 2,963 shares; 2025Q2: 2,865 shares; 2025Q3: 2,514 shares; 2025Q4: 2,518 shares; 2026Q1: 2,506 shares 2,506 $321K 0.01% -12 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 8,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares; 2026Q1: 8,202 shares 8,202 $320K 0.01% +769 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 1,753 shares; 2025Q1: 1,857 shares; 2025Q2: 1,745 shares; 2025Q3: 1,779 shares; 2025Q4: 1,702 shares; 2026Q1: 1,843 shares 1,843 $320K 0.01% +141 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 5,052 shares; 2025Q1: 5,063 shares; 2025Q2: 4,992 shares; 2025Q3: 5,328 shares; 2025Q4: 5,415 shares; 2026Q1: 5,643 shares 5,643 $318K 0.01% +228 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 19,623 shares; 2025Q1: 21,515 shares; 2025Q2: 18,122 shares; 2025Q3: 18,177 shares; 2025Q4: 17,344 shares; 2026Q1: 21,084 shares 21,084 $317K 0.01% +3,740 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $316K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,066 shares; 2024Q4: not reported; 2025Q1: 10,430 shares; 2025Q2: 10,443 shares; 2025Q3: 9,197 shares; 2025Q4: 9,213 shares; 2026Q1: 8,777 shares 8,777 $315K 0.01% -436 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,582 shares; 2024Q4: 71,654 shares; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: 9,176 shares; 2025Q4: 8,331 shares; 2026Q1: 8,433 shares 8,433 $314K 0.01% +102 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,969 shares; 2025Q3: 2,036 shares; 2025Q4: 1,474 shares; 2026Q1: 1,514 shares 1,514 $312K 0.01% +40 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: not reported; 2025Q1: 23,261 shares; 2025Q2: 23,319 shares; 2025Q3: 23,140 shares; 2025Q4: 16,788 shares; 2026Q1: 12,335 shares 12,335 $310K 0.01% -4,453 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 674 shares; 2025Q1: 500 shares; 2025Q2: 502 shares; 2025Q3: 523 shares; 2025Q4: 514 shares; 2026Q1: 548 shares 548 $308K 0.01% +34 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: 1,148 shares 1,148 $306K 0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,919 shares; 2024Q4: 83,719 shares; 2025Q1: 93,745 shares; 2025Q2: 84,764 shares; 2025Q3: 84,799 shares; 2025Q4: 13,808 shares; 2026Q1: 10,355 shares 10,355 $305K 0.01% -3,453 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,404 shares 1,404 $304K 0.01% +176 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 12,852 shares; 2025Q3: 13,854 shares; 2025Q4: 14,058 shares; 2026Q1: 13,810 shares 13,810 $304K 0.01% -248 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: not reported; 2025Q1: 4,182 shares; 2025Q2: 3,141 shares; 2025Q3: 2,484 shares; 2025Q4: 2,337 shares; 2026Q1: 2,496 shares 2,496 $302K 0.01% +159 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: not reported; 2025Q1: 12,255 shares; 2025Q2: 9,831 shares; 2025Q3: 8,033 shares; 2025Q4: 7,223 shares; 2026Q1: 4,573 shares 4,573 $297K 0.01% -2,650 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,786 shares; 2024Q4: not reported; 2025Q1: 8,786 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,166 shares; 2026Q1: 8,166 shares 8,166 $297K 0.01% 0 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,955 shares; 2026Q1: 13,955 shares 13,955 $296K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 3,151 shares; 2025Q1: 2,786 shares; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $294K 0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,137 shares; 2025Q3: 5,154 shares; 2025Q4: 5,303 shares; 2026Q1: 5,324 shares 5,324 $294K 0.01% +21 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 1,887 shares; 2025Q3: 2,128 shares; 2025Q4: 2,071 shares; 2026Q1: 1,944 shares 1,944 $293K 0.01% -127 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 4,071 shares; 2025Q1: 4,152 shares; 2025Q2: 4,291 shares; 2025Q3: 4,085 shares; 2025Q4: 3,886 shares; 2026Q1: 3,895 shares 3,895 $293K 0.01% +9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 793 shares; 2025Q4: 795 shares; 2026Q1: 895 shares 895 $293K 0.01% +100 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,099 shares 6,099 $291K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,512 shares; 2024Q4: 3,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares; 2025Q4: 3,488 shares; 2026Q1: 4,364 shares 4,364 $290K 0.01% +876 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares; 2026Q1: 12,416 shares 12,416 $290K 0.01% +2,183 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: not reported; 2025Q1: 1,759 shares; 2025Q2: 1,866 shares; 2025Q3: 1,934 shares; 2025Q4: 1,297 shares; 2026Q1: 1,463 shares 1,463 $289K 0.01% +166 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares; 2026Q1: 3,043 shares 3,043 $288K 0.01% +138 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 5,640 shares; 2025Q1: 5,587 shares; 2025Q2: 5,310 shares; 2025Q3: 4,993 shares; 2025Q4: 4,891 shares; 2026Q1: 4,639 shares 4,639 $286K 0.01% -252 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,104 shares 6,104 $286K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,251 shares; 2025Q4: 8,183 shares; 2026Q1: 8,310 shares 8,310 $285K 0.01% +127 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 973 shares; 2025Q1: 1,203 shares; 2025Q2: 1,224 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares; 2026Q1: 1,281 shares 1,281 $283K 0.01% -24 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 4,482 shares; 2025Q1: 5,255 shares; 2025Q2: 5,288 shares; 2025Q3: 5,611 shares; 2025Q4: 5,596 shares; 2026Q1: 6,026 shares 6,026 $283K 0.01% +430 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,512 shares; 2025Q2: 5,943 shares; 2025Q3: 6,468 shares; 2025Q4: 7,464 shares; 2026Q1: 7,754 shares 7,754 $282K 0.01% +290 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,981 shares 2,981 $282K 0.01% +247 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares 3,875 $282K 0.01% new Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,847 shares; 2025Q3: 10,436 shares; 2025Q4: 10,336 shares; 2026Q1: 10,336 shares 10,336 $281K 0.01% 0 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,240 shares; 2026Q1: 13,210 shares 13,210 $281K 0.01% +5,970 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: not reported; 2025Q1: 4,034 shares; 2025Q2: 4,211 shares; 2025Q3: 4,191 shares; 2025Q4: 4,041 shares; 2026Q1: 3,917 shares 3,917 $280K 0.01% -124 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,340 shares; 2024Q4: 38,498 shares; 2025Q1: 37,019 shares; 2025Q2: 34,607 shares; 2025Q3: 36,797 shares; 2025Q4: 10,142 shares; 2026Q1: 8,215 shares 8,215 $279K 0.01% -1,927 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 12,390 shares; 2025Q1: 10,588 shares; 2025Q2: 10,547 shares; 2025Q3: 11,000 shares; 2025Q4: 10,469 shares; 2026Q1: 10,555 shares 10,555 $279K 0.01% +86 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: not reported; 2025Q1: 9,927 shares; 2025Q2: 10,067 shares; 2025Q3: 10,404 shares; 2025Q4: 9,623 shares; 2026Q1: 10,168 shares 10,168 $278K 0.01% +545 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 8,504 shares; 2025Q1: 7,844 shares; 2025Q2: 8,127 shares; 2025Q3: 7,208 shares; 2025Q4: 6,070 shares; 2026Q1: 6,128 shares 6,128 $277K 0.01% +58 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 9,818 shares; 2025Q3: 10,970 shares; 2025Q4: 8,687 shares; 2026Q1: 8,380 shares 8,380 $276K 0.01% -307 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,698 shares; 2026Q1: 9,979 shares 9,979 $274K 0.01% +1,281 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,472 shares; 2026Q1: 20,813 shares 20,813 $272K 0.01% +8,341 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,829 shares 5,829 $271K 0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,954 shares; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 80,954 shares; 2025Q3: 55,489 shares; 2025Q4: 57,849 shares; 2026Q1: 57,849 shares 57,849 $271K 0.01% 0 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 18,589 shares; 2025Q1: 17,257 shares; 2025Q2: 10,575 shares; 2025Q3: 9,025 shares; 2025Q4: 5,291 shares; 2026Q1: 5,191 shares 5,191 $270K 0.01% -100 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 13,501 shares; 2025Q3: 12,801 shares; 2025Q4: 12,356 shares; 2026Q1: 12,367 shares 12,367 $269K 0.01% +11 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $268K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 1,828 shares; 2025Q1: 2,057 shares; 2025Q2: 1,852 shares; 2025Q3: 1,885 shares; 2025Q4: 1,863 shares; 2026Q1: 1,849 shares 1,849 $268K 0.01% -14 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,994 shares; 2024Q4: 16,754 shares; 2025Q1: 16,746 shares; 2025Q2: 17,120 shares; 2025Q3: 17,091 shares; 2025Q4: 16,097 shares; 2026Q1: 15,621 shares 15,621 $267K 0.01% -476 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,956 shares; 2025Q1: 2,045 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares 2,021 $267K 0.01% 0 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 47,241 shares; 2025Q1: 64,056 shares; 2025Q2: 63,317 shares; 2025Q3: 65,922 shares; 2025Q4: 67,659 shares; 2026Q1: 90,082 shares 90,082 $265K 0.01% +22,423 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 10,415 shares; 2025Q1: 10,415 shares; 2025Q2: 10,890 shares; 2025Q3: 10,840 shares; 2025Q4: 10,865 shares; 2026Q1: 10,765 shares 10,765 $264K 0.01% -100 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 573 shares; 2025Q1: 2,040 shares; 2025Q2: 2,053 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $263K 0.01% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,119 shares 6,119 $263K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,204 shares; 2025Q3: 12,711 shares; 2025Q4: 13,655 shares; 2026Q1: 15,456 shares 15,456 $262K 0.01% +1,801 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,648 shares 2,648 $262K 0.01% +104 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares 1,130 $260K 0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: not reported; 2025Q1: 13,455 shares; 2025Q2: 11,813 shares; 2025Q3: 11,823 shares; 2025Q4: 11,803 shares; 2026Q1: 11,174 shares 11,174 $259K 0.01% -629 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,923 shares 3,923 $259K 0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,621 shares; 2024Q4: 83,710 shares; 2025Q1: 52,196 shares; 2025Q2: 41,661 shares; 2025Q3: 39,524 shares; 2025Q4: 11,023 shares; 2026Q1: 6,688 shares 6,688 $259K 0.01% -4,335 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; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 12,152 shares; 2025Q1: 12,286 shares; 2025Q2: 12,431 shares; 2025Q3: 13,591 shares; 2025Q4: 13,743 shares; 2026Q1: 13,893 shares 13,893 $259K 0.01% +150 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 480 shares; 2025Q4: 453 shares; 2026Q1: 439 shares 439 $258K 0.01% -14 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,806 shares 4,806 $256K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,339 shares; 2026Q1: 2,672 shares 2,672 $255K 0.01% +333 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,121 shares; 2024Q4: not reported; 2025Q1: 224,137 shares; 2025Q2: 227,611 shares; 2025Q3: 227,415 shares; 2025Q4: 2,738 shares; 2026Q1: 2,637 shares 2,637 $255K 0.01% -101 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares 4,735 $253K 0.01% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,245 shares; 2026Q1: 6,370 shares 6,370 $251K 0.01% +125 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,921 shares; 2025Q1: 3,007 shares; 2025Q2: 3,000 shares; 2025Q3: 3,139 shares; 2025Q4: 2,884 shares; 2026Q1: 2,958 shares 2,958 $251K 0.01% +74 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: not reported; 2025Q1: 9,609 shares; 2025Q2: 1,424 shares; 2025Q3: 1,780 shares; 2025Q4: 1,779 shares; 2026Q1: 1,396 shares 1,396 $251K 0.01% -383 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,315 shares; 2025Q3: 5,938 shares; 2025Q4: 5,955 shares; 2026Q1: 6,609 shares 6,609 $251K 0.01% +654 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,031 shares 9,031 $249K 0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,853 shares; 2025Q1: 5,882 shares; 2025Q2: 5,940 shares; 2025Q3: 5,891 shares; 2025Q4: 5,744 shares; 2026Q1: 6,242 shares 6,242 $249K 0.01% +498 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 7,784 shares; 2025Q1: 8,407 shares; 2025Q2: 8,107 shares; 2025Q3: 8,045 shares; 2025Q4: 5,999 shares; 2026Q1: 7,179 shares 7,179 $247K 0.01% +1,180 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,609 shares; 2025Q4: 1,492 shares; 2026Q1: 1,309 shares 1,309 $247K 0.01% -183 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349 shares 349 $245K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,491 shares; 2025Q1: 1,469 shares; 2025Q2: 1,433 shares; 2025Q3: 1,429 shares; 2025Q4: 1,326 shares; 2026Q1: 1,508 shares 1,508 $245K 0.01% +182 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,618 shares; 2025Q1: 1,611 shares; 2025Q2: 1,515 shares; 2025Q3: 1,302 shares; 2025Q4: 1,363 shares; 2026Q1: 1,128 shares 1,128 $243K 0.01% -235 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,481 shares; 2026Q1: 5,415 shares 5,415 $242K 0.01% -66 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 12,875 shares; 2025Q1: 13,025 shares; 2025Q2: 13,186 shares; 2025Q3: 14,354 shares; 2025Q4: 14,519 shares; 2026Q1: 14,683 shares 14,683 $242K 0.01% +164 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares 380 $241K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,910 shares; 2026Q1: 2,912 shares 2,912 $240K 0.01% +2 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares 1,195 $240K 0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,074 shares; 2026Q1: 4,111 shares 4,111 $237K 0.01% +37 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 4,525 shares; 2025Q3: 4,505 shares; 2025Q4: 4,352 shares; 2026Q1: 4,400 shares 4,400 $235K 0.01% +48 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,364 shares; 2026Q1: 5,391 shares 5,391 $234K 0.01% +27 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,507 shares 6,507 $234K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares 4,381 $232K 0.01% new Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 1,901 shares; 2025Q3: 1,779 shares; 2025Q4: not reported; 2026Q1: 1,927 shares 1,927 $231K 0.01% new Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,645 shares; 2024Q4: 44,645 shares; 2025Q1: 44,645 shares; 2025Q2: 44,645 shares; 2025Q3: 44,645 shares; 2025Q4: 44,645 shares; 2026Q1: 44,645 shares 44,645 $229K 0.01% 0 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,570 shares; 2025Q1: 4,771 shares; 2025Q2: 3,972 shares; 2025Q3: 3,877 shares; 2025Q4: 4,202 shares; 2026Q1: 3,936 shares 3,936 $228K 0.01% -266 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,501 shares; 2025Q4: 10,845 shares; 2026Q1: 9,592 shares 9,592 $228K 0.01% -1,253 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,903 shares; 2025Q4: 4,554 shares; 2026Q1: 4,541 shares 4,541 $228K 0.01% -13 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 9,448 shares; 2025Q1: 9,023 shares; 2025Q2: 9,033 shares; 2025Q3: 8,495 shares; 2025Q4: 6,033 shares; 2026Q1: 5,955 shares 5,955 $227K 0.01% -78 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 6,036 shares; 2025Q1: 5,599 shares; 2025Q2: 5,667 shares; 2025Q3: 5,786 shares; 2025Q4: 4,864 shares; 2026Q1: 4,786 shares 4,786 $227K 0.01% -78 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 4,833 shares; 2025Q1: 5,147 shares; 2025Q2: 5,320 shares; 2025Q3: 4,817 shares; 2025Q4: 4,672 shares; 2026Q1: 4,681 shares 4,681 $227K 0.01% +9 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,232 shares 7,232 $225K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 4,886 shares; 2025Q1: 4,585 shares; 2025Q2: 4,636 shares; 2025Q3: 4,421 shares; 2025Q4: 4,249 shares; 2026Q1: 3,970 shares 3,970 $225K 0.01% -279 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 569 shares; 2026Q1: 610 shares 610 $224K 0.01% +41 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,592 shares; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $224K 0.01% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,697 shares; 2025Q3: 6,625 shares; 2025Q4: 6,632 shares; 2026Q1: 6,248 shares 6,248 $221K 0.01% -384 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 21,131 shares; 2025Q1: 21,131 shares; 2025Q2: 18,446 shares; 2025Q3: 18,453 shares; 2025Q4: 18,447 shares; 2026Q1: 17,448 shares 17,448 $221K 0.01% -999 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,580 shares; 2025Q1: 2,549 shares; 2025Q2: 2,233 shares; 2025Q3: 2,250 shares; 2025Q4: 1,980 shares; 2026Q1: 2,251 shares 2,251 $220K 0.01% +271 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,510 shares 7,510 $220K 0.01% new Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,767 shares; 2026Q1: 3,873 shares 3,873 $219K 0.01% +106 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,016 shares; 2024Q4: 14,933 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,181 shares; 2025Q4: not reported; 2026Q1: 996 shares 996 $218K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 6,462 shares; 2025Q1: 6,477 shares; 2025Q2: 5,909 shares; 2025Q3: 2,536 shares; 2025Q4: 1,315 shares; 2026Q1: 1,133 shares 1,133 $215K 0.01% -182 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662 $214K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,493 shares 4,493 $214K 0.01% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $211K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $211K 0.01% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares 5,264 $210K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 743 shares 743 $210K 0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,812 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,232 shares; 2026Q1: 1,321 shares 1,321 $210K 0.01% +89 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: 4,002 shares; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,664 shares; 2026Q1: 3,665 shares 3,665 $209K 0.01% +1 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 117 shares; 2025Q3: 110 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $209K 0.01% +1 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,861 shares; 2026Q1: 2,898 shares 2,898 $208K 0.01% +37 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: not reported; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 7,896 shares; 2026Q1: 4,745 shares 4,745 $206K 0.01% -3,151 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,884 shares; 2024Q4: 15,813 shares; 2025Q1: 16,948 shares; 2025Q2: 17,876 shares; 2025Q3: 18,229 shares; 2025Q4: 18,922 shares; 2026Q1: 19,178 shares 19,178 $206K 0.01% +256 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,042 shares; 2026Q1: 1,871 shares 1,871 $205K 0.01% -171 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,748 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,701 shares 1,701 $205K 0.01% -29 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,829 shares; 2025Q1: 6,022 shares; 2025Q2: 5,856 shares; 2025Q3: 5,543 shares; 2025Q4: 3,449 shares; 2026Q1: 3,314 shares 3,314 $205K 0.01% -135 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,821 shares; 2025Q1: 1,079 shares; 2025Q2: 7,544 shares; 2025Q3: 8,210 shares; 2025Q4: 1,177 shares; 2026Q1: 1,032 shares 1,032 $205K 0.01% -145 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,955 shares; 2024Q4: 44,849 shares; 2025Q1: 28,151 shares; 2025Q2: 22,800 shares; 2025Q3: 21,642 shares; 2025Q4: 7,584 shares; 2026Q1: 4,977 shares 4,977 $204K 0.01% -2,607 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: not reported; 2025Q1: 3,965 shares; 2025Q2: 4,839 shares; 2025Q3: 4,700 shares; 2025Q4: 4,482 shares; 2026Q1: 4,500 shares 4,500 $204K 0.01% +18 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,580 shares 2,580 $204K 0.01% new Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $203K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 2,730 shares; 2026Q1: 2,729 shares 2,729 $203K 0.01% -1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,584 shares; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,414 shares; 2025Q4: 1,395 shares; 2026Q1: 1,306 shares 1,306 $203K 0.01% -89 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,691 shares; 2025Q4: 10,373 shares; 2026Q1: 9,337 shares 9,337 $202K 0.01% -1,036 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,864 shares; 2025Q4: 16,535 shares; 2026Q1: 17,908 shares 17,908 $202K 0.01% +1,373 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: not reported; 2025Q1: 6,279 shares; 2025Q2: 5,453 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 4,431 shares 4,431 $202K 0.01% -586 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $201K 0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 12,962 shares; 2025Q1: 14,282 shares; 2025Q2: not reported; 2025Q3: 10,470 shares; 2025Q4: 10,257 shares; 2026Q1: 9,489 shares 9,489 $201K 0.01% -768 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,287 shares 4,287 $200K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,644 shares; 2025Q1: 4,540 shares; 2025Q2: 1,705 shares; 2025Q3: 1,548 shares; 2025Q4: 1,378 shares; 2026Q1: 1,267 shares 1,267 $200K 0.01% -111 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,407 shares; 2024Q4: 69,073 shares; 2025Q1: 63,779 shares; 2025Q2: 64,132 shares; 2025Q3: 63,938 shares; 2025Q4: 15,927 shares; 2026Q1: 15,779 shares 15,779 $182K 0.01% -148 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 12,163 shares; 2025Q1: 12,172 shares; 2025Q2: 12,429 shares; 2025Q3: 13,406 shares; 2025Q4: 13,942 shares; 2026Q1: 13,948 shares 13,948 $181K 0.01% +6 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,339 shares; 2024Q4: 54,489 shares; 2025Q1: 62,826 shares; 2025Q2: 59,217 shares; 2025Q3: 60,081 shares; 2025Q4: 63,840 shares; 2026Q1: 67,385 shares 67,385 $173K 0.01% +3,545 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,282 shares; 2026Q1: 12,364 shares 12,364 $159K 0.01% +82 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 12,055 shares; 2025Q1: 12,776 shares; 2025Q2: 13,014 shares; 2025Q3: 14,727 shares; 2025Q4: 15,087 shares; 2026Q1: 15,166 shares 15,166 $157K <0.01% +79 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,199 shares; 2025Q2: 13,771 shares; 2025Q3: 12,111 shares; 2025Q4: 12,501 shares; 2026Q1: 12,610 shares 12,610 $153K <0.01% +109 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,711 shares; 2024Q4: 36,627 shares; 2025Q1: 38,324 shares; 2025Q2: 33,621 shares; 2025Q3: 24,770 shares; 2025Q4: 11,244 shares; 2026Q1: 10,486 shares 10,486 $152K <0.01% -758 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,703 shares 10,703 $148K <0.01% new Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,777 shares; 2024Q4: 15,005 shares; 2025Q1: 11,586 shares; 2025Q2: 10,872 shares; 2025Q3: 10,348 shares; 2025Q4: not reported; 2026Q1: 10,209 shares 10,209 $147K <0.01% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,750 shares; 2025Q1: 13,650 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 14,150 shares; 2026Q1: 14,150 shares 14,150 $140K <0.01% 0 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 12,000 shares; 2026Q1: 11,500 shares 11,500 $137K <0.01% -500 Timeline NFLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,887 shares; 2026Q1: 12,063 shares 12,063 $132K <0.01% -824 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,774 shares 12,774 $130K <0.01% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,141 shares; 2024Q4: 29,917 shares; 2025Q1: 31,920 shares; 2025Q2: 31,082 shares; 2025Q3: 30,890 shares; 2025Q4: 28,024 shares; 2026Q1: 33,177 shares 33,177 $118K <0.01% +5,153 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,505 shares; 2025Q2: 15,193 shares; 2025Q3: 15,322 shares; 2025Q4: 17,751 shares; 2026Q1: 19,382 shares 19,382 $117K <0.01% +1,631 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,856 shares 10,856 $112K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,111 shares; 2025Q4: 16,068 shares; 2026Q1: 15,989 shares 15,989 $110K <0.01% -79 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,359 shares; 2024Q4: not reported; 2025Q1: 13,623 shares; 2025Q2: 12,505 shares; 2025Q3: 12,530 shares; 2025Q4: 12,442 shares; 2026Q1: 12,116 shares 12,116 $109K <0.01% -326 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,655 shares; 2026Q1: 12,025 shares 12,025 $108K <0.01% +370 Timeline BOSC BOS BETTER ONLINE SOLUTIONS More: the full row for BOS BETTER ONLINE SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 37,800 shares; 2025Q1: 24,686 shares; 2025Q2: 21,686 shares; 2025Q3: 21,686 shares; 2025Q4: 21,686 shares; 2026Q1: 21,686 shares 21,686 $97.4K <0.01% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,637 shares; 2024Q4: 78,383 shares; 2025Q1: 128,310 shares; 2025Q2: 193,218 shares; 2025Q3: 206,789 shares; 2025Q4: 11,359 shares; 2026Q1: 10,205 shares 10,205 $95K <0.01% -1,154 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,475 shares; 2025Q4: 36,140 shares; 2026Q1: 36,140 shares 36,140 $91.4K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,968 shares; 2024Q4: not reported; 2025Q1: 29,419 shares; 2025Q2: 30,587 shares; 2025Q3: 30,701 shares; 2025Q4: 36,967 shares; 2026Q1: 41,179 shares 41,179 $87.3K <0.01% +4,212 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,908 shares; 2025Q2: 30,183 shares; 2025Q3: 33,729 shares; 2025Q4: 38,904 shares; 2026Q1: 22,156 shares 22,156 $78K <0.01% -16,748 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,183 shares; 2025Q4: 16,999 shares; 2026Q1: 20,799 shares 20,799 $71.3K <0.01% +3,800 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,258 shares; 2024Q4: 11,036 shares; 2025Q1: 11,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,733 shares; 2026Q1: 10,421 shares 10,421 $52.4K <0.01% -312 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,930 shares; 2025Q1: 11,869 shares; 2025Q2: 11,856 shares; 2025Q3: 11,825 shares; 2025Q4: 12,037 shares; 2026Q1: 12,037 shares 12,037 $27.4K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,984 shares; 2024Q4: 32,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,479 shares 10,479 $23.7K <0.01% new Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,205 shares; 2026Q1: 11,630 shares 11,630 $20.6K <0.01% -1,575 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.1K <0.01% 0 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 10,488 shares; 2025Q1: 10,488 shares; 2025Q2: 10,488 shares; 2025Q3: 10,488 shares; 2025Q4: 10,488 shares; 2026Q1: 10,488 shares 10,488 $8.24K <0.01% 0 Timeline NET POWER INC NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $2.81K <0.01% 0 GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,630 shares 121,630 $851 <0.01% new