CGCP 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: 32,093 shares; 2024Q4: 39,793 shares; 2025Q1: 55,949 shares; 2025Q2: 29,837 shares; 2025Q3: 41,036 shares; 2025Q4: 57,617 shares; 2026Q1: 74,116 shares 74,116 $1.66M 0.01% +16,499 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: 27,662 shares; 2024Q4: 27,243 shares; 2025Q1: 22,229 shares; 2025Q2: 15,763 shares; 2025Q3: 15,024 shares; 2025Q4: 15,096 shares; 2026Q1: 19,358 shares 19,358 $1.65M 0.01% +4,262 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 8,008 shares; 2025Q1: 4,120 shares; 2025Q2: 3,849 shares; 2025Q3: 3,464 shares; 2025Q4: 3,236 shares; 2026Q1: 2,404 shares 2,404 $1.64M 0.01% -832 Timeline IGF 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: 4,805 shares; 2024Q4: 4,980 shares; 2025Q1: 4,076 shares; 2025Q2: 22,190 shares; 2025Q3: 22,207 shares; 2025Q4: 25,656 shares; 2026Q1: 24,470 shares 24,470 $1.64M 0.01% -1,186 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: 25,698 shares; 2024Q4: 32,344 shares; 2025Q1: 64,258 shares; 2025Q2: 109,811 shares; 2025Q3: 85,856 shares; 2025Q4: 91,684 shares; 2026Q1: 77,324 shares 77,324 $1.64M 0.01% -14,360 Timeline MLN 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: 31,444 shares; 2025Q3: 46,973 shares; 2025Q4: 71,332 shares; 2026Q1: 93,515 shares 93,515 $1.63M 0.01% +22,183 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,450 shares; 2024Q4: 30,606 shares; 2025Q1: 18,110 shares; 2025Q2: 16,897 shares; 2025Q3: 16,472 shares; 2025Q4: 16,357 shares; 2026Q1: 14,301 shares 14,301 $1.63M 0.01% -2,056 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,625 shares; 2025Q1: 1,811 shares; 2025Q2: 2,230 shares; 2025Q3: 1,625 shares; 2025Q4: 2,985 shares; 2026Q1: 1,519 shares 1,519 $1.62M 0.01% -1,466 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: 26,215 shares; 2024Q4: 29,418 shares; 2025Q1: 31,657 shares; 2025Q2: 14,110 shares; 2025Q3: 15,398 shares; 2025Q4: 15,950 shares; 2026Q1: 15,574 shares 15,574 $1.61M 0.01% -376 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 10,853 shares; 2025Q1: 7,920 shares; 2025Q2: 13,892 shares; 2025Q3: 13,035 shares; 2025Q4: 13,462 shares; 2026Q1: 12,650 shares 12,650 $1.6M 0.01% -812 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 27,175 shares; 2025Q1: 25,202 shares; 2025Q2: 78,604 shares; 2025Q3: 74,036 shares; 2025Q4: 73,150 shares; 2026Q1: 70,120 shares 70,120 $1.6M 0.01% -3,030 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,541 shares; 2025Q1: 2,783 shares; 2025Q2: 6,584 shares; 2025Q3: 6,167 shares; 2025Q4: 5,945 shares; 2026Q1: 5,373 shares 5,373 $1.6M 0.01% -572 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 2,062 shares; 2025Q1: 867 shares; 2025Q2: 1,164 shares; 2025Q3: 1,327 shares; 2025Q4: 4,345 shares; 2026Q1: 4,758 shares 4,758 $1.57M 0.01% +413 Timeline FVAL 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: 16,131 shares; 2024Q4: 22,229 shares; 2025Q1: 26,056 shares; 2025Q2: 29,371 shares; 2025Q3: 16,807 shares; 2025Q4: 20,924 shares; 2026Q1: 22,287 shares 22,287 $1.55M 0.01% +1,363 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 11,119 shares; 2025Q1: 11,603 shares; 2025Q2: 25,363 shares; 2025Q3: 24,949 shares; 2025Q4: 26,300 shares; 2026Q1: 19,616 shares 19,616 $1.54M 0.01% -6,684 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 17,297 shares; 2025Q1: 11,478 shares; 2025Q2: 11,301 shares; 2025Q3: 10,783 shares; 2025Q4: 10,572 shares; 2026Q1: 7,379 shares 7,379 $1.54M 0.01% -3,193 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,673 shares; 2025Q1: 8,698 shares; 2025Q2: 54,783 shares; 2025Q3: 45,113 shares; 2025Q4: 14,193 shares; 2026Q1: 22,929 shares 22,929 $1.54M 0.01% +8,736 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: 27,228 shares; 2024Q4: 27,931 shares; 2025Q1: 21,513 shares; 2025Q2: 25,244 shares; 2025Q3: 20,957 shares; 2025Q4: 20,436 shares; 2026Q1: 18,114 shares 18,114 $1.54M 0.01% -2,322 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,573 shares; 2024Q4: 103,115 shares; 2025Q1: 92,913 shares; 2025Q2: 69,889 shares; 2025Q3: 64,834 shares; 2025Q4: 62,977 shares; 2026Q1: 24,969 shares 24,969 $1.53M 0.01% -38,008 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 29,357 shares; 2025Q1: 18,358 shares; 2025Q2: 17,153 shares; 2025Q3: 16,168 shares; 2025Q4: 14,690 shares; 2026Q1: 9,731 shares 9,731 $1.53M 0.01% -4,959 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,400 shares; 2024Q4: 57,456 shares; 2025Q1: 27,408 shares; 2025Q2: 27,374 shares; 2025Q3: 21,863 shares; 2025Q4: 34,790 shares; 2026Q1: 34,562 shares 34,562 $1.53M 0.01% -228 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: 76,320 shares; 2024Q4: 73,806 shares; 2025Q1: 52,945 shares; 2025Q2: 54,743 shares; 2025Q3: 34,667 shares; 2025Q4: 30,694 shares; 2026Q1: 17,899 shares 17,899 $1.5M 0.01% -12,795 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 11,103 shares; 2025Q1: 23,978 shares; 2025Q2: 25,324 shares; 2025Q3: 25,351 shares; 2025Q4: 60,459 shares; 2026Q1: 60,516 shares 60,516 $1.5M 0.01% +57 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 21,292 shares; 2025Q1: 12,594 shares; 2025Q2: 11,577 shares; 2025Q3: 9,016 shares; 2025Q4: 8,556 shares; 2026Q1: 4,625 shares 4,625 $1.48M 0.01% -3,931 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 14,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,073 shares; 2025Q4: 50,345 shares; 2026Q1: 41,985 shares 41,985 $1.48M 0.01% -8,360 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,573 shares; 2024Q4: 58,871 shares; 2025Q1: 45,596 shares; 2025Q2: 46,344 shares; 2025Q3: 45,115 shares; 2025Q4: 42,782 shares; 2026Q1: 18,563 shares 18,563 $1.47M 0.01% -24,219 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: 38,344 shares; 2024Q4: 37,387 shares; 2025Q1: 48,202 shares; 2025Q2: 46,302 shares; 2025Q3: 36,196 shares; 2025Q4: 37,521 shares; 2026Q1: 4,240 shares 4,240 $1.46M 0.01% -33,281 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to 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: 38,539 shares; 2026Q1: 44,019 shares 44,019 $1.46M 0.01% +5,480 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 4,653 shares; 2025Q1: 2,990 shares; 2025Q2: 11,078 shares; 2025Q3: 11,124 shares; 2025Q4: 11,115 shares; 2026Q1: 10,566 shares 10,566 $1.44M 0.01% -549 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,728 shares 16,728 $1.44M 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 18,889 shares; 2025Q1: 7,669 shares; 2025Q2: 7,504 shares; 2025Q3: 7,210 shares; 2025Q4: 7,452 shares; 2026Q1: 5,738 shares 5,738 $1.43M 0.01% -1,714 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,257 shares; 2025Q1: 5,605 shares; 2025Q2: 16,947 shares; 2025Q3: 16,795 shares; 2025Q4: 17,075 shares; 2026Q1: 16,590 shares 16,590 $1.43M 0.01% -485 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,286 shares; 2025Q1: 3,743 shares; 2025Q2: 7,191 shares; 2025Q3: 6,028 shares; 2025Q4: 5,974 shares; 2026Q1: 5,691 shares 5,691 $1.43M 0.01% -283 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 6,848 shares; 2025Q1: 5,339 shares; 2025Q2: 9,065 shares; 2025Q3: 8,952 shares; 2025Q4: 9,119 shares; 2026Q1: 10,683 shares 10,683 $1.42M 0.01% +1,564 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,934 shares; 2025Q1: 5,430 shares; 2025Q2: 19,298 shares; 2025Q3: 17,796 shares; 2025Q4: 18,043 shares; 2026Q1: 16,923 shares 16,923 $1.42M 0.01% -1,120 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 65,323 shares; 2025Q1: 44,424 shares; 2025Q2: 44,867 shares; 2025Q3: 41,943 shares; 2025Q4: 42,910 shares; 2026Q1: 22,689 shares 22,689 $1.42M 0.01% -20,221 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,006 shares; 2026Q1: 38,759 shares 38,759 $1.41M 0.01% +18,753 Timeline FBCG 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: 15,065 shares; 2026Q1: 27,987 shares 27,987 $1.4M 0.01% +12,922 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 10,112 shares; 2025Q1: 6,601 shares; 2025Q2: 6,004 shares; 2025Q3: 5,092 shares; 2025Q4: 4,452 shares; 2026Q1: 2,863 shares 2,863 $1.39M 0.01% -1,589 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: 31,746 shares; 2024Q4: 33,297 shares; 2025Q1: 26,798 shares; 2025Q2: 27,656 shares; 2025Q3: 24,421 shares; 2025Q4: 25,371 shares; 2026Q1: 19,459 shares 19,459 $1.38M 0.01% -5,912 Timeline JPIE 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: 40,260 shares; 2024Q4: 47,006 shares; 2025Q1: 65,102 shares; 2025Q2: 97,679 shares; 2025Q3: 130,053 shares; 2025Q4: 191,748 shares; 2026Q1: 29,803 shares 29,803 $1.37M 0.01% -161,945 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 39,913 shares; 2025Q1: 28,289 shares; 2025Q2: 24,484 shares; 2025Q3: 7,158 shares; 2025Q4: 7,519 shares; 2026Q1: 5,634 shares 5,634 $1.37M 0.01% -1,885 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 76,856 shares; 2025Q1: 74,283 shares; 2025Q2: 70,418 shares; 2025Q3: 67,123 shares; 2025Q4: 66,331 shares; 2026Q1: 65,332 shares 65,332 $1.37M 0.01% -999 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,675 shares 6,675 $1.36M 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 6,422 shares; 2025Q1: 5,312 shares; 2025Q2: 12,033 shares; 2025Q3: 14,904 shares; 2025Q4: 15,248 shares; 2026Q1: 13,710 shares 13,710 $1.36M 0.01% -1,538 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 4,596 shares; 2025Q1: 3,683 shares; 2025Q2: 4,624 shares; 2025Q3: 3,652 shares; 2025Q4: 3,990 shares; 2026Q1: 2,410 shares 2,410 $1.36M 0.01% -1,580 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 15,366 shares; 2025Q1: 16,124 shares; 2025Q2: 21,131 shares; 2025Q3: 16,074 shares; 2025Q4: 14,033 shares; 2026Q1: 10,329 shares 10,329 $1.35M 0.01% -3,704 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 5,486 shares; 2025Q1: 4,990 shares; 2025Q2: 20,552 shares; 2025Q3: 19,247 shares; 2025Q4: 19,623 shares; 2026Q1: 18,517 shares 18,517 $1.35M 0.01% -1,106 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,370 shares; 2024Q4: 102,219 shares; 2025Q1: 97,982 shares; 2025Q2: 78,819 shares; 2025Q3: 77,738 shares; 2025Q4: 73,723 shares; 2026Q1: 21,063 shares 21,063 $1.35M 0.01% -52,660 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,211 shares; 2025Q1: 2,935 shares; 2025Q2: 4,165 shares; 2025Q3: 3,892 shares; 2025Q4: 4,559 shares; 2026Q1: 4,430 shares 4,430 $1.35M 0.01% -129 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: 7,527 shares; 2024Q4: 8,870 shares; 2025Q1: 6,597 shares; 2025Q2: 8,419 shares; 2025Q3: 6,623 shares; 2025Q4: 7,112 shares; 2026Q1: 6,491 shares 6,491 $1.34M 0.01% -621 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,069 shares; 2024Q4: 76,783 shares; 2025Q1: 78,186 shares; 2025Q2: 100,337 shares; 2025Q3: 22,736 shares; 2025Q4: 22,127 shares; 2026Q1: 17,195 shares 17,195 $1.33M 0.01% -4,932 Timeline FQAL 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: 13,139 shares; 2024Q4: 18,345 shares; 2025Q1: 20,842 shares; 2025Q2: 23,330 shares; 2025Q3: 13,380 shares; 2025Q4: 17,071 shares; 2026Q1: 18,123 shares 18,123 $1.32M 0.01% +1,052 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: 7,921 shares; 2024Q4: 8,226 shares; 2025Q1: 4,824 shares; 2025Q2: 6,280 shares; 2025Q3: 13,392 shares; 2025Q4: 21,390 shares; 2026Q1: 4,767 shares 4,767 $1.31M 0.01% -16,623 Timeline TFI 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: 130,970 shares; 2024Q4: 242,832 shares; 2025Q1: 43,001 shares; 2025Q2: 29,799 shares; 2025Q3: 27,649 shares; 2025Q4: 42,701 shares; 2026Q1: 28,851 shares 28,851 $1.31M 0.01% -13,850 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 14,463 shares; 2025Q1: 6,726 shares; 2025Q2: 2,135 shares; 2025Q3: 4,119 shares; 2025Q4: 5,620 shares; 2026Q1: 5,572 shares 5,572 $1.3M 0.01% -48 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: 17,224 shares; 2024Q4: 18,245 shares; 2025Q1: 10,439 shares; 2025Q2: 8,369 shares; 2025Q3: 5,595 shares; 2025Q4: 5,996 shares; 2026Q1: 4,134 shares 4,134 $1.3M 0.01% -1,862 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 20,484 shares; 2025Q1: 16,762 shares; 2025Q2: 15,860 shares; 2025Q3: 14,783 shares; 2025Q4: 13,706 shares; 2026Q1: 13,869 shares 13,869 $1.29M 0.01% +163 Timeline DFCF 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: 36,789 shares; 2024Q4: 37,288 shares; 2025Q1: 38,208 shares; 2025Q2: 34,041 shares; 2025Q3: 32,692 shares; 2025Q4: 32,781 shares; 2026Q1: 30,651 shares 30,651 $1.29M 0.01% -2,130 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,036 shares; 2026Q1: 50,932 shares 50,932 $1.29M 0.01% -3,104 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,208 shares; 2024Q4: 107,731 shares; 2025Q1: 155,483 shares; 2025Q2: 154,183 shares; 2025Q3: 67,130 shares; 2025Q4: 48,125 shares; 2026Q1: 11,480 shares 11,480 $1.29M 0.01% -36,645 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: 19,269 shares; 2024Q4: 8,292 shares; 2025Q1: 5,720 shares; 2025Q2: 5,103 shares; 2025Q3: 6,406 shares; 2025Q4: 6,281 shares; 2026Q1: 5,199 shares 5,199 $1.28M 0.01% -1,082 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 9,488 shares; 2025Q1: 6,311 shares; 2025Q2: 16,393 shares; 2025Q3: 14,862 shares; 2025Q4: 14,952 shares; 2026Q1: 13,203 shares 13,203 $1.28M 0.01% -1,749 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,133 shares; 2025Q1: 27,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,395 shares 19,395 $1.28M 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,409 shares; 2024Q4: 73,819 shares; 2025Q1: 62,837 shares; 2025Q2: 60,724 shares; 2025Q3: 54,879 shares; 2025Q4: 56,009 shares; 2026Q1: 33,244 shares 33,244 $1.27M 0.01% -22,765 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 11,691 shares; 2025Q1: 8,304 shares; 2025Q2: 8,789 shares; 2025Q3: 5,333 shares; 2025Q4: 5,631 shares; 2026Q1: 4,365 shares 4,365 $1.27M 0.01% -1,266 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,971 shares; 2024Q4: 16,743 shares; 2025Q1: 10,990 shares; 2025Q2: 10,455 shares; 2025Q3: 9,625 shares; 2025Q4: 10,473 shares; 2026Q1: 5,288 shares 5,288 $1.27M 0.01% -5,185 Timeline BWX 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: 132,695 shares; 2024Q4: 183,850 shares; 2025Q1: 114,241 shares; 2025Q2: 62,196 shares; 2025Q3: 75,069 shares; 2025Q4: 102,981 shares; 2026Q1: 56,955 shares 56,955 $1.25M 0.01% -46,026 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,268 shares 20,268 $1.25M 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 29,661 shares; 2025Q1: 18,817 shares; 2025Q2: 17,762 shares; 2025Q3: 14,379 shares; 2025Q4: 13,043 shares; 2026Q1: 2,790 shares 2,790 $1.24M 0.01% -10,253 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 15,623 shares; 2025Q1: 14,280 shares; 2025Q2: 12,443 shares; 2025Q3: 10,741 shares; 2025Q4: 5,234 shares; 2026Q1: 2,620 shares 2,620 $1.24M 0.01% -2,614 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,898 shares; 2024Q4: 20,003 shares; 2025Q1: 14,126 shares; 2025Q2: 22,669 shares; 2025Q3: 20,285 shares; 2025Q4: 19,652 shares; 2026Q1: 12,588 shares 12,588 $1.24M 0.01% -7,064 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,537 shares; 2024Q4: 12,214 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,686 shares 39,686 $1.24M 0.01% new 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: 13,463 shares; 2024Q4: 13,359 shares; 2025Q1: 24,618 shares; 2025Q2: 21,768 shares; 2025Q3: 21,176 shares; 2025Q4: 20,340 shares; 2026Q1: 3,116 shares 3,116 $1.24M 0.01% -17,224 Timeline FNOV 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: 4,503 shares; 2024Q4: 8,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,917 shares; 2026Q1: 23,051 shares 23,051 $1.23M 0.01% +3,134 Timeline FOCT 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: 9,815 shares; 2025Q1: not reported; 2025Q2: 11,709 shares; 2025Q3: 14,378 shares; 2025Q4: 22,091 shares; 2026Q1: 25,584 shares 25,584 $1.22M 0.01% +3,493 Timeline USHY 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: 70,943 shares; 2024Q4: 65,506 shares; 2025Q1: 54,887 shares; 2025Q2: 72,034 shares; 2025Q3: 56,292 shares; 2025Q4: 88,974 shares; 2026Q1: 33,099 shares 33,099 $1.22M 0.01% -55,875 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: 8,798 shares; 2024Q4: 10,108 shares; 2025Q1: 9,998 shares; 2025Q2: 35,762 shares; 2025Q3: 31,565 shares; 2025Q4: 32,460 shares; 2026Q1: 30,412 shares 30,412 $1.21M 0.01% -2,048 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 9,297 shares; 2025Q2: 9,178 shares; 2025Q3: 11,439 shares; 2025Q4: 11,733 shares; 2026Q1: 12,071 shares 12,071 $1.21M 0.01% +338 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: 62,101 shares; 2024Q4: 52,483 shares; 2025Q1: 14,054 shares; 2025Q2: 17,375 shares; 2025Q3: 22,158 shares; 2025Q4: 21,005 shares; 2026Q1: 12,473 shares 12,473 $1.2M 0.01% -8,532 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,901 shares; 2024Q4: 65,401 shares; 2025Q1: 55,170 shares; 2025Q2: 57,330 shares; 2025Q3: 54,399 shares; 2025Q4: 56,854 shares; 2026Q1: 19,658 shares 19,658 $1.2M 0.01% -37,196 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: 8,306 shares; 2024Q4: 9,255 shares; 2025Q1: 8,017 shares; 2025Q2: 7,369 shares; 2025Q3: 8,341 shares; 2025Q4: 10,040 shares; 2026Q1: 7,940 shares 7,940 $1.2M 0.01% -2,100 Timeline ROPE 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: 26,394 shares; 2026Q1: 42,046 shares 42,046 $1.19M 0.01% +15,652 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,154 shares; 2024Q4: 14,114 shares; 2025Q1: 20,312 shares; 2025Q2: 20,226 shares; 2025Q3: 19,072 shares; 2025Q4: 23,800 shares; 2026Q1: 26,718 shares 26,718 $1.19M 0.01% +2,918 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,081 shares; 2024Q4: 73,481 shares; 2025Q1: 69,725 shares; 2025Q2: 52,386 shares; 2025Q3: 20,955 shares; 2025Q4: 37,874 shares; 2026Q1: 12,742 shares 12,742 $1.18M 0.01% -25,132 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,142 shares; 2025Q4: 11,343 shares; 2026Q1: 11,161 shares 11,161 $1.17M 0.01% -182 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,670 shares; 2025Q3: 3,136 shares; 2025Q4: 4,110 shares; 2026Q1: 4,673 shares 4,673 $1.17M 0.01% +563 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,892 shares; 2024Q4: not reported; 2025Q1: 8,754 shares; 2025Q2: 22,972 shares; 2025Q3: 15,210 shares; 2025Q4: 15,926 shares; 2026Q1: 10,781 shares 10,781 $1.17M 0.01% -5,145 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 36,405 shares; 2025Q1: 23,383 shares; 2025Q2: 20,418 shares; 2025Q3: 17,281 shares; 2025Q4: 17,104 shares; 2026Q1: 19,597 shares 19,597 $1.15M 0.01% +2,493 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 22,989 shares; 2025Q1: 6,774 shares; 2025Q2: 20,848 shares; 2025Q3: 19,662 shares; 2025Q4: 19,984 shares; 2026Q1: 17,370 shares 17,370 $1.15M 0.01% -2,614 Timeline BENJ HORIZON FDS More: the full row for HORIZON 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: 26,995 shares; 2025Q3: 26,320 shares; 2025Q4: 28,739 shares; 2026Q1: 21,852 shares 21,852 $1.14M 0.01% -6,887 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 8,895 shares; 2025Q1: not reported; 2025Q2: 11,253 shares; 2025Q3: 10,273 shares; 2025Q4: 10,093 shares; 2026Q1: 9,458 shares 9,458 $1.14M 0.01% -635 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: 236,126 shares; 2024Q4: 254,930 shares; 2025Q1: 206,097 shares; 2025Q2: 112,089 shares; 2025Q3: 112,320 shares; 2025Q4: 105,378 shares; 2026Q1: 22,164 shares 22,164 $1.14M 0.01% -83,214 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: 9,544 shares; 2024Q4: 10,069 shares; 2025Q1: 6,898 shares; 2025Q2: 6,823 shares; 2025Q3: 6,262 shares; 2025Q4: 5,877 shares; 2026Q1: 4,265 shares 4,265 $1.14M 0.01% -1,612 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 13,553 shares; 2025Q1: 12,491 shares; 2025Q2: 12,052 shares; 2025Q3: 11,235 shares; 2025Q4: 10,338 shares; 2026Q1: 8,524 shares 8,524 $1.14M 0.01% -1,814 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,520 shares; 2024Q4: 87,085 shares; 2025Q1: 77,482 shares; 2025Q2: 61,453 shares; 2025Q3: 49,747 shares; 2025Q4: 55,565 shares; 2026Q1: 43,260 shares 43,260 $1.14M 0.01% -12,305 Timeline FJUN 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: 6,306 shares; 2024Q4: 7,856 shares; 2025Q1: 5,422 shares; 2025Q2: 7,846 shares; 2025Q3: 12,044 shares; 2025Q4: 13,838 shares; 2026Q1: 20,008 shares 20,008 $1.13M 0.01% +6,170 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,706 shares; 2025Q1: 6,297 shares; 2025Q2: 5,599 shares; 2025Q3: 3,274 shares; 2025Q4: 3,582 shares; 2026Q1: 2,890 shares 2,890 $1.13M 0.01% -692 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 10,572 shares; 2025Q1: 9,934 shares; 2025Q2: 3,155 shares; 2025Q3: 1,519 shares; 2025Q4: 1,600 shares; 2026Q1: 1,532 shares 1,532 $1.12M 0.01% -68 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,427 shares; 2026Q1: 4,546 shares 4,546 $1.11M 0.01% +3,119 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,612 shares; 2025Q1: 3,685 shares; 2025Q2: 8,248 shares; 2025Q3: 8,146 shares; 2025Q4: 6,022 shares; 2026Q1: 5,600 shares 5,600 $1.11M 0.01% -422 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,457 shares; 2025Q1: 15,578 shares; 2025Q2: 8,314 shares; 2025Q3: 7,366 shares; 2025Q4: 7,249 shares; 2026Q1: 4,158 shares 4,158 $1.1M 0.01% -3,091 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: 22,804 shares; 2024Q4: 19,278 shares; 2025Q1: 8,224 shares; 2025Q2: 9,658 shares; 2025Q3: 9,473 shares; 2025Q4: 7,826 shares; 2026Q1: 7,337 shares 7,337 $1.1M 0.01% -489 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 14,556 shares; 2025Q1: 23,822 shares; 2025Q2: 48,195 shares; 2025Q3: 30,635 shares; 2025Q4: 31,568 shares; 2026Q1: 30,104 shares 30,104 $1.1M 0.01% -1,464 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: 19,864 shares; 2024Q4: 13,213 shares; 2025Q1: 9,559 shares; 2025Q2: 8,782 shares; 2025Q3: 7,839 shares; 2025Q4: 6,677 shares; 2026Q1: 4,954 shares 4,954 $1.1M 0.01% -1,723 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: 21,872 shares; 2024Q4: 29,037 shares; 2025Q1: 28,010 shares; 2025Q2: 31,773 shares; 2025Q3: 31,992 shares; 2025Q4: 31,300 shares; 2026Q1: 21,686 shares 21,686 $1.09M 0.01% -9,614 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,626 shares; 2025Q1: 1,908 shares; 2025Q2: 6,143 shares; 2025Q3: 6,154 shares; 2025Q4: 6,176 shares; 2026Q1: 5,820 shares 5,820 $1.09M 0.01% -356 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: 37,249 shares; 2024Q4: 36,933 shares; 2025Q1: 37,751 shares; 2025Q2: 20,301 shares; 2025Q3: 21,543 shares; 2025Q4: 21,792 shares; 2026Q1: 22,874 shares 22,874 $1.09M 0.01% +1,082 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,799 shares; 2025Q1: 8,554 shares; 2025Q2: 8,581 shares; 2025Q3: 10,274 shares; 2025Q4: 11,073 shares; 2026Q1: 10,649 shares 10,649 $1.08M 0.01% -424 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,506 shares; 2025Q1: 10,355 shares; 2025Q2: 26,779 shares; 2025Q3: 27,582 shares; 2025Q4: 28,753 shares; 2026Q1: 28,858 shares 28,858 $1.07M 0.01% +105 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 22,673 shares; 2025Q1: 17,890 shares; 2025Q2: 15,930 shares; 2025Q3: 14,260 shares; 2025Q4: 14,013 shares; 2026Q1: 8,497 shares 8,497 $1.07M 0.01% -5,516 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: 127,266 shares; 2024Q4: 104,330 shares; 2025Q1: 64,044 shares; 2025Q2: 50,662 shares; 2025Q3: 46,655 shares; 2025Q4: 9,146 shares; 2026Q1: 8,830 shares 8,830 $1.07M 0.01% -316 Timeline FIIG 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: 140,398 shares; 2024Q4: 112,911 shares; 2025Q1: 112,506 shares; 2025Q2: 54,323 shares; 2025Q3: 47,486 shares; 2025Q4: 47,074 shares; 2026Q1: 51,214 shares 51,214 $1.06M 0.01% +4,140 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 4,614 shares; 2025Q1: 4,593 shares; 2025Q2: 4,412 shares; 2025Q3: 2,569 shares; 2025Q4: 2,513 shares; 2026Q1: 2,287 shares 2,287 $1.06M 0.01% -226 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 22,600 shares; 2025Q1: 15,796 shares; 2025Q2: 20,128 shares; 2025Q3: 24,880 shares; 2025Q4: 23,554 shares; 2026Q1: 10,062 shares 10,062 $1.06M 0.01% -13,492 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 3,370 shares; 2025Q1: 2,602 shares; 2025Q2: 1,612 shares; 2025Q3: 1,575 shares; 2025Q4: 1,496 shares; 2026Q1: 969 shares 969 $1.06M 0.01% -527 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: 243,138 shares; 2024Q4: 286,331 shares; 2025Q1: 308,987 shares; 2025Q2: 61,783 shares; 2025Q3: 53,934 shares; 2025Q4: 49,463 shares; 2026Q1: 16,894 shares 16,894 $1.06M 0.01% -32,569 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: 14,051 shares; 2024Q4: 14,493 shares; 2025Q1: 8,262 shares; 2025Q2: 8,236 shares; 2025Q3: 7,846 shares; 2025Q4: 7,653 shares; 2026Q1: 5,332 shares 5,332 $1.05M 0.01% -2,321 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: 17,446 shares; 2024Q4: 16,363 shares; 2025Q1: 15,802 shares; 2025Q2: 15,094 shares; 2025Q3: 10,912 shares; 2025Q4: 11,590 shares; 2026Q1: 9,301 shares 9,301 $1.05M 0.01% -2,289 Timeline BBUS 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: 46,180 shares; 2024Q4: 52,638 shares; 2025Q1: 7,023 shares; 2025Q2: 6,195 shares; 2025Q3: 7,003 shares; 2025Q4: 7,332 shares; 2026Q1: 8,959 shares 8,959 $1.05M 0.01% +1,627 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,544 shares; 2024Q4: 179,595 shares; 2025Q1: 200,450 shares; 2025Q2: 276,065 shares; 2025Q3: 328,182 shares; 2025Q4: 322,466 shares; 2026Q1: 23,221 shares 23,221 $1.05M 0.01% -299,245 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: 120,845 shares; 2024Q4: 123,060 shares; 2025Q1: 98,978 shares; 2025Q2: 104,719 shares; 2025Q3: 117,012 shares; 2025Q4: 111,515 shares; 2026Q1: 104,553 shares 104,553 $1.05M 0.01% -6,962 Timeline MLPX 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: 11,441 shares; 2026Q1: 14,179 shares 14,179 $1.05M 0.01% +2,738 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 136,243 shares; 2025Q1: 30,524 shares; 2025Q2: 29,931 shares; 2025Q3: 26,346 shares; 2025Q4: 24,182 shares; 2026Q1: 20,002 shares 20,002 $1.05M 0.01% -4,180 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: 19,820 shares; 2025Q1: 9,052 shares; 2025Q2: 8,927 shares; 2025Q3: 11,559 shares; 2025Q4: 9,169 shares; 2026Q1: 7,594 shares 7,594 $1.04M 0.01% -1,575 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 12,558 shares; 2025Q1: 11,010 shares; 2025Q2: 10,542 shares; 2025Q3: 9,739 shares; 2025Q4: 9,722 shares; 2026Q1: 6,016 shares 6,016 $1.04M 0.01% -3,706 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,866 shares; 2025Q1: 3,102 shares; 2025Q2: 4,730 shares; 2025Q3: 3,970 shares; 2025Q4: 3,713 shares; 2026Q1: 2,846 shares 2,846 $1.04M 0.01% -867 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,919 shares; 2025Q1: 2,398 shares; 2025Q2: 4,623 shares; 2025Q3: 4,177 shares; 2025Q4: 4,184 shares; 2026Q1: 3,673 shares 3,673 $1.03M 0.01% -511 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 56,583 shares; 2025Q1: 54,278 shares; 2025Q2: 32,969 shares; 2025Q3: 29,586 shares; 2025Q4: 28,127 shares; 2026Q1: 21,457 shares 21,457 $1.03M 0.01% -6,670 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: 13,909 shares; 2024Q4: 14,114 shares; 2025Q1: 11,473 shares; 2025Q2: 5,428 shares; 2025Q3: not reported; 2025Q4: 14,026 shares; 2026Q1: 20,633 shares 20,633 $1.03M 0.01% +6,607 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 11,492 shares; 2025Q1: 12,927 shares; 2025Q2: 28,086 shares; 2025Q3: 26,877 shares; 2025Q4: 35,501 shares; 2026Q1: 28,942 shares 28,942 $1.03M 0.01% -6,559 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 853 shares; 2025Q4: 3,744 shares; 2026Q1: 3,376 shares 3,376 $1.02M 0.01% -368 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,860 shares; 2026Q1: 18,773 shares 18,773 $1.02M 0.01% -1,087 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,361 shares; 2024Q4: 37,641 shares; 2025Q1: 27,567 shares; 2025Q2: 19,928 shares; 2025Q3: 22,859 shares; 2025Q4: 23,658 shares; 2026Q1: 5,765 shares 5,765 $1.01M 0.01% -17,893 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 6,276 shares; 2025Q1: 3,870 shares; 2025Q2: 8,287 shares; 2025Q3: 7,416 shares; 2025Q4: 7,420 shares; 2026Q1: 5,837 shares 5,837 $1.01M 0.01% -1,583 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,682 shares; 2025Q3: 25,533 shares; 2025Q4: 206,895 shares; 2026Q1: 34,921 shares 34,921 $1.01M 0.01% -171,974 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,560 shares; 2025Q1: 48,569 shares; 2025Q2: 44,799 shares; 2025Q3: 37,163 shares; 2025Q4: 37,005 shares; 2026Q1: 34,833 shares 34,833 $988K 0.01% -2,172 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 11,802 shares; 2025Q1: 8,215 shares; 2025Q2: 8,104 shares; 2025Q3: 7,517 shares; 2025Q4: 6,576 shares; 2026Q1: 3,284 shares 3,284 $988K 0.01% -3,292 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 28,840 shares; 2025Q1: 25,858 shares; 2025Q2: 21,240 shares; 2025Q3: 19,709 shares; 2025Q4: 20,707 shares; 2026Q1: 10,748 shares 10,748 $982K 0.01% -9,959 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,103 shares; 2024Q4: 25,556 shares; 2025Q1: 14,984 shares; 2025Q2: 17,964 shares; 2025Q3: 10,291 shares; 2025Q4: 11,466 shares; 2026Q1: 11,524 shares 11,524 $974K 0.01% +58 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,558 shares; 2024Q4: 104,848 shares; 2025Q1: 99,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,211 shares 43,211 $971K 0.01% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,443 shares; 2025Q1: 2,098 shares; 2025Q2: 1,693 shares; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: 8,232 shares 8,232 $970K 0.01% +5,582 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,555 shares; 2025Q3: 6,405 shares; 2025Q4: 7,530 shares; 2026Q1: 12,390 shares 12,390 $970K 0.01% +4,860 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: 52,142 shares; 2024Q4: 45,017 shares; 2025Q1: 16,060 shares; 2025Q2: 70,466 shares; 2025Q3: 71,129 shares; 2025Q4: 64,394 shares; 2026Q1: 17,550 shares 17,550 $969K 0.01% -46,844 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,949 shares 5,949 $962K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 20,626 shares 20,626 $962K 0.01% new Timeline FDLO 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: 10,166 shares; 2024Q4: 14,489 shares; 2025Q1: 13,738 shares; 2025Q2: 15,777 shares; 2025Q3: 11,275 shares; 2025Q4: 14,174 shares; 2026Q1: 14,879 shares 14,879 $961K 0.01% +705 Timeline FJUL 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: 11,129 shares; 2024Q4: 12,359 shares; 2025Q1: 5,021 shares; 2025Q2: not reported; 2025Q3: 16,897 shares; 2025Q4: 18,451 shares; 2026Q1: 17,559 shares 17,559 $961K 0.01% -892 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,245 shares; 2025Q1: 3,170 shares; 2025Q2: 11,542 shares; 2025Q3: 10,705 shares; 2025Q4: 10,837 shares; 2026Q1: 11,007 shares 11,007 $957K 0.01% +170 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,427 shares 22,427 $954K 0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 1,663 shares; 2025Q3: 1,992 shares; 2025Q4: 8,869 shares; 2026Q1: 6,636 shares 6,636 $954K 0.01% -2,233 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,575 shares; 2024Q4: 58,453 shares; 2025Q1: 16,740 shares; 2025Q2: 14,671 shares; 2025Q3: 13,334 shares; 2025Q4: 15,814 shares; 2026Q1: 11,592 shares 11,592 $943K 0.01% -4,222 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,975 shares; 2024Q4: 224,614 shares; 2025Q1: 86,758 shares; 2025Q2: 26,327 shares; 2025Q3: 23,272 shares; 2025Q4: 24,038 shares; 2026Q1: 21,619 shares 21,619 $942K 0.01% -2,419 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: 20,288 shares; 2024Q4: 15,281 shares; 2025Q1: 11,532 shares; 2025Q2: 11,635 shares; 2025Q3: 11,619 shares; 2025Q4: 11,818 shares; 2026Q1: 7,978 shares 7,978 $938K 0.01% -3,840 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 15,839 shares; 2025Q1: 15,983 shares; 2025Q2: 65,975 shares; 2025Q3: 63,932 shares; 2025Q4: 64,993 shares; 2026Q1: 65,126 shares 65,126 $934K 0.01% +133 Timeline TFLO 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: 92,978 shares; 2024Q4: 76,379 shares; 2025Q1: 46,434 shares; 2025Q2: 36,569 shares; 2025Q3: 31,653 shares; 2025Q4: 34,803 shares; 2026Q1: 18,432 shares 18,432 $933K 0.01% -16,371 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,569 shares; 2025Q3: 7,533 shares; 2025Q4: 12,980 shares; 2026Q1: 21,915 shares 21,915 $929K 0.01% +8,935 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 23,359 shares; 2025Q1: 17,897 shares; 2025Q2: 38,055 shares; 2025Q3: 29,800 shares; 2025Q4: 31,827 shares; 2026Q1: 32,083 shares 32,083 $924K 0.01% +256 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,969 shares; 2026Q1: 18,613 shares 18,613 $923K 0.01% +13,644 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,934 shares; 2025Q1: 5,241 shares; 2025Q2: 19,805 shares; 2025Q3: 18,627 shares; 2025Q4: 19,056 shares; 2026Q1: 19,214 shares 19,214 $922K 0.01% +158 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,454 shares; 2025Q4: not reported; 2026Q1: 13,493 shares 13,493 $919K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,761 shares; 2024Q4: 28,774 shares; 2025Q1: 25,671 shares; 2025Q2: 25,551 shares; 2025Q3: 19,230 shares; 2025Q4: 16,364 shares; 2026Q1: 9,400 shares 9,400 $913K 0.01% -6,964 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,753 shares; 2025Q4: 36,377 shares; 2026Q1: 30,486 shares 30,486 $909K 0.01% -5,891 Timeline VO 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: 69,636 shares; 2024Q4: 66,545 shares; 2025Q1: 58,628 shares; 2025Q2: 2,564,980 shares; 2025Q3: 2,659,014 shares; 2025Q4: 2,763,453 shares; 2026Q1: 3,162 shares 3,162 $908K 0.01% -2,760,291 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,101 shares; 2024Q4: 5,918 shares; 2025Q1: 46,265 shares; 2025Q2: 3,974 shares; 2025Q3: 3,827 shares; 2025Q4: 3,776 shares; 2026Q1: 9,027 shares 9,027 $908K 0.01% +5,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,283 shares; 2026Q1: 8,064 shares 8,064 $907K 0.01% +781 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: 32,726 shares; 2024Q4: 33,971 shares; 2025Q1: 60,565 shares; 2025Q2: 55,790 shares; 2025Q3: 53,757 shares; 2025Q4: 52,093 shares; 2026Q1: 16,058 shares 16,058 $904K 0.01% -36,035 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 10,416 shares; 2025Q1: 7,838 shares; 2025Q2: 6,840 shares; 2025Q3: 6,587 shares; 2025Q4: 6,917 shares; 2026Q1: 4,492 shares 4,492 $898K <0.01% -2,425 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,243 shares; 2025Q1: 4,582 shares; 2025Q2: 3,998 shares; 2025Q3: 2,249 shares; 2025Q4: 2,166 shares; 2026Q1: 1,654 shares 1,654 $898K <0.01% -512 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,285 shares; 2024Q4: 29,646 shares; 2025Q1: 21,959 shares; 2025Q2: 23,017 shares; 2025Q3: 23,159 shares; 2025Q4: 21,888 shares; 2026Q1: 16,112 shares 16,112 $897K <0.01% -5,776 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,370 shares; 2024Q4: 24,613 shares; 2025Q1: 18,803 shares; 2025Q2: 16,737 shares; 2025Q3: 19,279 shares; 2025Q4: 17,604 shares; 2026Q1: 11,604 shares 11,604 $894K <0.01% -6,000 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: 93,179 shares; 2024Q4: 105,595 shares; 2025Q1: 107,657 shares; 2025Q2: 100,424 shares; 2025Q3: 176,377 shares; 2025Q4: 299,554 shares; 2026Q1: 27,795 shares 27,795 $890K <0.01% -271,759 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: not reported; 2025Q1: 8,514 shares; 2025Q2: 31,866 shares; 2025Q3: 28,652 shares; 2025Q4: 29,361 shares; 2026Q1: 29,925 shares 29,925 $890K <0.01% +564 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 7,213 shares; 2025Q1: 4,332 shares; 2025Q2: 13,678 shares; 2025Q3: 12,548 shares; 2025Q4: 12,397 shares; 2026Q1: 11,797 shares 11,797 $888K <0.01% -600 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: 52,015 shares; 2024Q4: 50,534 shares; 2025Q1: 44,373 shares; 2025Q2: 49,345 shares; 2025Q3: 47,361 shares; 2025Q4: 45,725 shares; 2026Q1: 32,513 shares 32,513 $888K <0.01% -13,212 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,731 shares; 2025Q1: 11,268 shares; 2025Q2: 30,552 shares; 2025Q3: 25,996 shares; 2025Q4: 27,443 shares; 2026Q1: 25,370 shares 25,370 $883K <0.01% -2,073 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,008 shares; 2025Q1: 2,823 shares; 2025Q2: 5,824 shares; 2025Q3: 5,191 shares; 2025Q4: 5,347 shares; 2026Q1: 4,745 shares 4,745 $878K <0.01% -602 Timeline FLGB 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: 61,290 shares; 2024Q4: 43,883 shares; 2025Q1: 33,646 shares; 2025Q2: 30,259 shares; 2025Q3: 26,081 shares; 2025Q4: 25,382 shares; 2026Q1: 25,096 shares 25,096 $872K <0.01% -286 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,472 shares; 2025Q1: 2,108 shares; 2025Q2: 7,112 shares; 2025Q3: 6,606 shares; 2025Q4: 6,647 shares; 2026Q1: 6,553 shares 6,553 $869K <0.01% -94 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,016 shares; 2025Q1: 6,908 shares; 2025Q2: 22,268 shares; 2025Q3: 20,495 shares; 2025Q4: 20,618 shares; 2026Q1: 20,615 shares 20,615 $868K <0.01% -3 Timeline SPSB 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: 797,471 shares; 2024Q4: 742,623 shares; 2025Q1: 671,775 shares; 2025Q2: 279,006 shares; 2025Q3: 234,207 shares; 2025Q4: 231,164 shares; 2026Q1: 28,860 shares 28,860 $868K <0.01% -202,304 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: 12,913 shares; 2024Q4: 14,861 shares; 2025Q1: 9,976 shares; 2025Q2: 9,504 shares; 2025Q3: 9,568 shares; 2025Q4: 10,056 shares; 2026Q1: 8,862 shares 8,862 $866K <0.01% -1,194 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: 10,786 shares; 2024Q4: 10,697 shares; 2025Q1: 7,500 shares; 2025Q2: 6,075 shares; 2025Q3: 5,506 shares; 2025Q4: 6,057 shares; 2026Q1: 3,984 shares 3,984 $863K <0.01% -2,073 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 6,010 shares; 2025Q1: 5,532 shares; 2025Q2: 10,288 shares; 2025Q3: 9,723 shares; 2025Q4: 9,749 shares; 2026Q1: 7,651 shares 7,651 $863K <0.01% -2,098 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,931 shares; 2024Q4: 45,062 shares; 2025Q1: 17,828 shares; 2025Q2: 17,513 shares; 2025Q3: 13,324 shares; 2025Q4: 15,108 shares; 2026Q1: 9,272 shares 9,272 $862K <0.01% -5,836 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 11,522 shares; 2025Q1: 9,161 shares; 2025Q2: 8,414 shares; 2025Q3: 7,027 shares; 2025Q4: 8,836 shares; 2026Q1: 5,999 shares 5,999 $862K <0.01% -2,837 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,069 shares; 2025Q3: 127,077 shares; 2025Q4: 147,249 shares; 2026Q1: 17,214 shares 17,214 $861K <0.01% -130,035 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 4,359 shares; 2025Q2: 5,072 shares; 2025Q3: 5,023 shares; 2025Q4: 5,232 shares; 2026Q1: 7,826 shares 7,826 $859K <0.01% +2,594 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,433 shares 7,433 $858K <0.01% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,229 shares; 2024Q4: 12,257 shares; 2025Q1: 13,042 shares; 2025Q2: 17,673 shares; 2025Q3: 16,882 shares; 2025Q4: 14,941 shares; 2026Q1: 13,813 shares 13,813 $852K <0.01% -1,128 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 4,247 shares; 2025Q1: 3,240 shares; 2025Q2: 6,495 shares; 2025Q3: 6,040 shares; 2025Q4: 6,014 shares; 2026Q1: 5,300 shares 5,300 $850K <0.01% -714 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,520 shares; 2025Q1: 2,821 shares; 2025Q2: 2,335 shares; 2025Q3: 1,971 shares; 2025Q4: 1,827 shares; 2026Q1: 1,396 shares 1,396 $845K <0.01% -431 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: 15,806 shares; 2024Q4: 19,971 shares; 2025Q1: 9,121 shares; 2025Q2: 20,422 shares; 2025Q3: 24,128 shares; 2025Q4: 26,008 shares; 2026Q1: 36,658 shares 36,658 $842K <0.01% +10,650 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,562 shares; 2024Q4: 24,896 shares; 2025Q1: 17,634 shares; 2025Q2: 28,371 shares; 2025Q3: 23,687 shares; 2025Q4: 15,154 shares; 2026Q1: 12,933 shares 12,933 $840K <0.01% -2,221 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,703 shares 22,703 $839K <0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,014 shares; 2024Q4: 41,612 shares; 2025Q1: 39,808 shares; 2025Q2: 36,671 shares; 2025Q3: 24,526 shares; 2025Q4: 25,801 shares; 2026Q1: 3,881 shares 3,881 $835K <0.01% -21,920 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: 17,494 shares; 2024Q4: 31,396 shares; 2025Q1: 16,211 shares; 2025Q2: 15,817 shares; 2025Q3: 13,841 shares; 2025Q4: 13,186 shares; 2026Q1: 4,874 shares 4,874 $834K <0.01% -8,312 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 7,304 shares; 2025Q1: 5,140 shares; 2025Q2: 12,990 shares; 2025Q3: 11,720 shares; 2025Q4: 11,542 shares; 2026Q1: 10,769 shares 10,769 $831K <0.01% -773 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,710 shares; 2025Q1: 2,959 shares; 2025Q2: 6,833 shares; 2025Q3: 6,373 shares; 2025Q4: 5,850 shares; 2026Q1: 5,841 shares 5,841 $830K <0.01% -9 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,507 shares 18,507 $830K <0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 20,852 shares; 2025Q1: 40,068 shares; 2025Q2: 127,795 shares; 2025Q3: 117,284 shares; 2025Q4: 120,704 shares; 2026Q1: 119,134 shares 119,134 $828K <0.01% -1,570 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: 9,629 shares; 2024Q4: 9,906 shares; 2025Q1: 3,882 shares; 2025Q2: 3,808 shares; 2025Q3: 4,092 shares; 2025Q4: 4,196 shares; 2026Q1: 2,929 shares 2,929 $827K <0.01% -1,267 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,348 shares; 2024Q4: 29,937 shares; 2025Q1: 24,630 shares; 2025Q2: 27,235 shares; 2025Q3: 16,901 shares; 2025Q4: 14,478 shares; 2026Q1: 9,055 shares 9,055 $824K <0.01% -5,423 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,461 shares; 2025Q4: 62,706 shares; 2026Q1: 61,039 shares 61,039 $824K <0.01% -1,667 Timeline FLCB 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: 158,288 shares; 2024Q4: 169,251 shares; 2025Q1: 178,103 shares; 2025Q2: 110,807 shares; 2025Q3: 61,226 shares; 2025Q4: 35,453 shares; 2026Q1: 38,072 shares 38,072 $818K <0.01% +2,619 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,147 shares; 2025Q1: 4,696 shares; 2025Q2: 7,250 shares; 2025Q3: 6,976 shares; 2025Q4: 6,834 shares; 2026Q1: 5,587 shares 5,587 $818K <0.01% -1,247 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: 8,430 shares; 2025Q1: 11,537 shares; 2025Q2: 29,480 shares; 2025Q3: 25,719 shares; 2025Q4: 20,578 shares; 2026Q1: 11,791 shares 11,791 $817K <0.01% -8,787 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: 10,197 shares; 2024Q4: 15,491 shares; 2025Q1: 18,076 shares; 2025Q2: 20,795 shares; 2025Q3: 13,702 shares; 2025Q4: 17,470 shares; 2026Q1: 18,211 shares 18,211 $814K <0.01% +741 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 9,982 shares; 2025Q1: 8,586 shares; 2025Q2: 22,697 shares; 2025Q3: 20,254 shares; 2025Q4: 20,181 shares; 2026Q1: 16,869 shares 16,869 $813K <0.01% -3,312 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735,192 shares; 2024Q4: 3,899,927 shares; 2025Q1: 2,260,417 shares; 2025Q2: 113,980 shares; 2025Q3: 13,371 shares; 2025Q4: 10,198 shares; 2026Q1: 10,311 shares 10,311 $811K <0.01% +113 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,258 shares; 2024Q4: 12,268 shares; 2025Q1: 8,846 shares; 2025Q2: 7,728 shares; 2025Q3: 7,606 shares; 2025Q4: 8,062 shares; 2026Q1: 4,311 shares 4,311 $804K <0.01% -3,751 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,011 shares; 2026Q1: 9,508 shares 9,508 $803K <0.01% +1,497 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,126 shares; 2024Q4: 17,837 shares; 2025Q1: 18,160 shares; 2025Q2: 9,753 shares; 2025Q3: not reported; 2025Q4: 3,511 shares; 2026Q1: 3,559 shares 3,559 $802K <0.01% +48 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,157 shares; 2024Q4: 34,768 shares; 2025Q1: 28,692 shares; 2025Q2: 39,419 shares; 2025Q3: 30,097 shares; 2025Q4: 25,605 shares; 2026Q1: 13,696 shares 13,696 $802K <0.01% -11,909 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: 12,996 shares; 2024Q4: 10,217 shares; 2025Q1: 6,678 shares; 2025Q2: 6,186 shares; 2025Q3: 6,081 shares; 2025Q4: 5,852 shares; 2026Q1: 4,698 shares 4,698 $801K <0.01% -1,154 Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 13,049 shares; 2025Q3: 12,863 shares; 2025Q4: 12,191 shares; 2026Q1: 11,664 shares 11,664 $798K <0.01% -527 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,575 shares; 2024Q4: 36,216 shares; 2025Q1: 34,181 shares; 2025Q2: 22,334 shares; 2025Q3: 18,766 shares; 2025Q4: 18,631 shares; 2026Q1: 18,121 shares 18,121 $791K <0.01% -510 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,523 shares; 2025Q1: 49,463 shares; 2025Q2: 15,719 shares; 2025Q3: 12,292 shares; 2025Q4: 12,911 shares; 2026Q1: 20,433 shares 20,433 $788K <0.01% +7,522 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,968 shares; 2025Q1: 3,988 shares; 2025Q2: 10,142 shares; 2025Q3: 7,969 shares; 2025Q4: 8,229 shares; 2026Q1: 8,100 shares 8,100 $783K <0.01% -129 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: 17,791 shares; 2024Q4: 20,354 shares; 2025Q1: 23,131 shares; 2025Q2: 20,964 shares; 2025Q3: 18,693 shares; 2025Q4: 25,966 shares; 2026Q1: 35,506 shares 35,506 $782K <0.01% +9,540 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 5,452 shares; 2025Q1: 4,635 shares; 2025Q2: 11,470 shares; 2025Q3: 11,551 shares; 2025Q4: 11,407 shares; 2026Q1: 11,654 shares 11,654 $782K <0.01% +247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,590 shares; 2026Q1: 18,516 shares 18,516 $781K <0.01% +9,926 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 9,822 shares; 2025Q1: 8,315 shares; 2025Q2: 17,709 shares; 2025Q3: 17,220 shares; 2025Q4: 17,441 shares; 2026Q1: 20,066 shares 20,066 $779K <0.01% +2,625 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,256 shares; 2025Q1: 8,392 shares; 2025Q2: 8,318 shares; 2025Q3: 7,693 shares; 2025Q4: 6,840 shares; 2026Q1: 5,357 shares 5,357 $778K <0.01% -1,483 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,878 shares; 2025Q2: 20,648 shares; 2025Q3: 18,231 shares; 2025Q4: 23,545 shares; 2026Q1: 21,901 shares 21,901 $778K <0.01% -1,644 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,159 shares; 2024Q4: 22,551 shares; 2025Q1: 15,410 shares; 2025Q2: 15,779 shares; 2025Q3: 14,944 shares; 2025Q4: 15,722 shares; 2026Q1: 9,605 shares 9,605 $777K <0.01% -6,117 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,223 shares 35,223 $776K <0.01% new 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: 88,529 shares; 2024Q4: 97,492 shares; 2025Q1: 82,509 shares; 2025Q2: 62,863 shares; 2025Q3: 60,692 shares; 2025Q4: 26,925 shares; 2026Q1: 16,674 shares 16,674 $775K <0.01% -10,251 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 22,455 shares; 2025Q1: 13,531 shares; 2025Q2: 12,946 shares; 2025Q3: 11,573 shares; 2025Q4: 11,539 shares; 2026Q1: 6,694 shares 6,694 $773K <0.01% -4,845 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,058 shares; 2024Q4: 15,913 shares; 2025Q1: 7,384 shares; 2025Q2: 6,946 shares; 2025Q3: 7,292 shares; 2025Q4: 7,808 shares; 2026Q1: 5,471 shares 5,471 $772K <0.01% -2,337 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,821 shares; 2024Q4: 205,789 shares; 2025Q1: 162,380 shares; 2025Q2: 162,207 shares; 2025Q3: 135,611 shares; 2025Q4: 87,031 shares; 2026Q1: 49,214 shares 49,214 $770K <0.01% -37,817 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,126 shares; 2025Q2: 16,303 shares; 2025Q3: 22,326 shares; 2025Q4: 25,545 shares; 2026Q1: 23,844 shares 23,844 $769K <0.01% -1,701 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,477 shares; 2025Q1: 2,785 shares; 2025Q2: 3,953 shares; 2025Q3: 3,871 shares; 2025Q4: 3,674 shares; 2026Q1: 3,065 shares 3,065 $768K <0.01% -609 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,612 shares; 2025Q1: 17,384 shares; 2025Q2: 17,471 shares; 2025Q3: 17,397 shares; 2025Q4: 13,730 shares; 2026Q1: 5,649 shares 5,649 $765K <0.01% -8,081 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: 22,111 shares; 2024Q4: 21,814 shares; 2025Q1: 10,452 shares; 2025Q2: 8,854 shares; 2025Q3: 8,298 shares; 2025Q4: 8,514 shares; 2026Q1: 4,704 shares 4,704 $764K <0.01% -3,810 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,203 shares; 2025Q1: 3,695 shares; 2025Q2: 9,087 shares; 2025Q3: 8,008 shares; 2025Q4: 6,859 shares; 2026Q1: 5,867 shares 5,867 $761K <0.01% -992 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,541 shares; 2024Q4: 73,610 shares; 2025Q1: 27,795 shares; 2025Q2: 21,819 shares; 2025Q3: 9,246 shares; 2025Q4: 9,356 shares; 2026Q1: 7,136 shares 7,136 $760K <0.01% -2,220 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 5,634 shares; 2025Q3: 5,546 shares; 2025Q4: 5,615 shares; 2026Q1: 4,804 shares 4,804 $758K <0.01% -811 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: 39,997 shares; 2024Q4: 47,548 shares; 2025Q1: 38,907 shares; 2025Q2: 39,755 shares; 2025Q3: 40,838 shares; 2025Q4: 33,851 shares; 2026Q1: 16,739 shares 16,739 $757K <0.01% -17,112 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,875 shares 9,875 $756K <0.01% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,365 shares; 2024Q4: 53,895 shares; 2025Q1: 51,690 shares; 2025Q2: 47,936 shares; 2025Q3: 45,185 shares; 2025Q4: 54,996 shares; 2026Q1: 42,443 shares 42,443 $756K <0.01% -12,553 Timeline SCHR 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: 43,222 shares; 2024Q4: 69,374 shares; 2025Q1: 66,532 shares; 2025Q2: 22,413 shares; 2025Q3: 32,096 shares; 2025Q4: 44,036 shares; 2026Q1: 30,331 shares 30,331 $756K <0.01% -13,705 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,584 shares; 2025Q2: 46,356 shares; 2025Q3: 21,543 shares; 2025Q4: 17,856 shares; 2026Q1: 12,014 shares 12,014 $753K <0.01% -5,842 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,289 shares; 2025Q1: 1,009 shares; 2025Q2: 2,701 shares; 2025Q3: 2,555 shares; 2025Q4: 2,560 shares; 2026Q1: 2,474 shares 2,474 $752K <0.01% -86 Timeline PFFD 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: 25,824 shares; 2024Q4: 30,449 shares; 2025Q1: 31,571 shares; 2025Q2: 36,758 shares; 2025Q3: 36,474 shares; 2025Q4: 40,040 shares; 2026Q1: 40,813 shares 40,813 $751K <0.01% +773 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,290 shares; 2025Q3: 75,631 shares; 2025Q4: 74,468 shares; 2026Q1: 69,864 shares 69,864 $750K <0.01% -4,604 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 17,435 shares; 2025Q1: 11,292 shares; 2025Q2: 16,506 shares; 2025Q3: 13,543 shares; 2025Q4: 14,028 shares; 2026Q1: 11,481 shares 11,481 $742K <0.01% -2,547 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: 21,217 shares; 2024Q4: 19,669 shares; 2025Q1: 18,725 shares; 2025Q2: 15,857 shares; 2025Q3: 15,911 shares; 2025Q4: 16,080 shares; 2026Q1: 5,106 shares 5,106 $739K <0.01% -10,974 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,384 shares; 2024Q4: 100,609 shares; 2025Q1: 100,723 shares; 2025Q2: 94,874 shares; 2025Q3: 99,660 shares; 2025Q4: 96,561 shares; 2026Q1: 8,318 shares 8,318 $731K <0.01% -88,243 Timeline SPIB 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: 186,117 shares; 2024Q4: 223,638 shares; 2025Q1: 363,367 shares; 2025Q2: 363,811 shares; 2025Q3: 286,428 shares; 2025Q4: 82,962 shares; 2026Q1: 21,756 shares 21,756 $730K <0.01% -61,206 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 7,205 shares; 2025Q1: 5,249 shares; 2025Q2: 5,789 shares; 2025Q3: 6,523 shares; 2025Q4: 7,050 shares; 2026Q1: 4,855 shares 4,855 $729K <0.01% -2,195 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,684 shares; 2025Q1: 1,771 shares; 2025Q2: 2,169 shares; 2025Q3: 2,183 shares; 2025Q4: 2,195 shares; 2026Q1: 943 shares 943 $728K <0.01% -1,252 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: 7,860 shares; 2024Q4: 12,269 shares; 2025Q1: 5,838 shares; 2025Q2: 6,074 shares; 2025Q3: 5,882 shares; 2025Q4: 6,018 shares; 2026Q1: 3,413 shares 3,413 $724K <0.01% -2,605 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 15,580 shares; 2025Q1: 11,975 shares; 2025Q2: 12,074 shares; 2025Q3: 11,777 shares; 2025Q4: 11,541 shares; 2026Q1: 5,845 shares 5,845 $720K <0.01% -5,696 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: 59,438 shares; 2024Q4: 87,268 shares; 2025Q1: 56,020 shares; 2025Q2: 24,475 shares; 2025Q3: 15,449 shares; 2025Q4: 16,903 shares; 2026Q1: 6,559 shares 6,559 $719K <0.01% -10,344 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,485 shares; 2025Q1: 7,154 shares; 2025Q2: 24,019 shares; 2025Q3: 22,187 shares; 2025Q4: 22,496 shares; 2026Q1: 22,616 shares 22,616 $718K <0.01% +120 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,475 shares; 2024Q4: 194,863 shares; 2025Q1: 225,340 shares; 2025Q2: 240,141 shares; 2025Q3: 182,699 shares; 2025Q4: 216,764 shares; 2026Q1: 28,884 shares 28,884 $715K <0.01% -187,880 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,719 shares; 2024Q4: 131,168 shares; 2025Q1: 157,561 shares; 2025Q2: 47,188 shares; 2025Q3: 34,255 shares; 2025Q4: 36,692 shares; 2026Q1: 50,293 shares 50,293 $708K <0.01% +13,601 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 17,301 shares; 2025Q1: 18,242 shares; 2025Q2: 18,813 shares; 2025Q3: 16,407 shares; 2025Q4: 14,659 shares; 2026Q1: 18,090 shares 18,090 $708K <0.01% +3,431 Timeline FDCF 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: 16,376 shares 16,376 $705K <0.01% new 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: 21,117 shares; 2024Q4: 7,115 shares; 2025Q1: 9,918 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,173 shares 14,173 $703K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,342 shares; 2024Q4: 49,443 shares; 2025Q1: 48,162 shares; 2025Q2: 29,132 shares; 2025Q3: 26,364 shares; 2025Q4: 15,721 shares; 2026Q1: 2,874 shares 2,874 $702K <0.01% -12,847 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,931 shares 14,931 $702K <0.01% new 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: 8,321 shares; 2024Q4: 8,606 shares; 2025Q1: 2,648 shares; 2025Q2: 2,353 shares; 2025Q3: 2,348 shares; 2025Q4: 2,485 shares; 2026Q1: 2,143 shares 2,143 $701K <0.01% -342 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: 14,389 shares; 2024Q4: 14,657 shares; 2025Q1: 1,749 shares; 2025Q2: 6,405 shares; 2025Q3: 4,783 shares; 2025Q4: 3,337 shares; 2026Q1: 3,347 shares 3,347 $696K <0.01% +10 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 41,269 shares; 2025Q1: 24,113 shares; 2025Q2: 21,823 shares; 2025Q3: 21,136 shares; 2025Q4: 20,578 shares; 2026Q1: 8,397 shares 8,397 $695K <0.01% -12,181 Timeline IVLU 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: 20,936 shares; 2024Q4: 149,663 shares; 2025Q1: 9,046 shares; 2025Q2: 10,253 shares; 2025Q3: 10,212 shares; 2025Q4: 14,664 shares; 2026Q1: 17,404 shares 17,404 $691K <0.01% +2,740 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 13,856 shares; 2025Q1: 12,560 shares; 2025Q2: 10,656 shares; 2025Q3: 10,631 shares; 2025Q4: 19,347 shares; 2026Q1: 9,155 shares 9,155 $689K <0.01% -10,192 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,256 shares; 2024Q4: 46,391 shares; 2025Q1: 46,501 shares; 2025Q2: 17,191 shares; 2025Q3: 16,255 shares; 2025Q4: 17,244 shares; 2026Q1: 7,352 shares 7,352 $689K <0.01% -9,892 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 24,795 shares 24,795 $688K <0.01% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 21,108 shares; 2025Q3: 20,784 shares; 2025Q4: 21,720 shares; 2026Q1: 20,976 shares 20,976 $687K <0.01% -744 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 14,136 shares; 2025Q3: 12,927 shares; 2025Q4: 13,057 shares; 2026Q1: 12,973 shares 12,973 $686K <0.01% -84 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: 80,150 shares; 2024Q4: 45,696 shares; 2025Q1: 20,665 shares; 2025Q2: 17,031 shares; 2025Q3: 16,492 shares; 2025Q4: 15,420 shares; 2026Q1: 9,203 shares 9,203 $686K <0.01% -6,217 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 9,251 shares; 2025Q1: 2,684 shares; 2025Q2: 6,035 shares; 2025Q3: 5,940 shares; 2025Q4: 6,236 shares; 2026Q1: 6,316 shares 6,316 $684K <0.01% +80 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,361 shares; 2024Q4: 23,488 shares; 2025Q1: 15,729 shares; 2025Q2: 30,659 shares; 2025Q3: 19,186 shares; 2025Q4: 19,737 shares; 2026Q1: 14,707 shares 14,707 $682K <0.01% -5,030 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,594 shares; 2024Q4: 29,174 shares; 2025Q1: 27,382 shares; 2025Q2: 9,698 shares; 2025Q3: 7,467 shares; 2025Q4: 7,732 shares; 2026Q1: 7,384 shares 7,384 $682K <0.01% -348 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 8,741 shares; 2025Q1: 7,598 shares; 2025Q2: 14,085 shares; 2025Q3: 13,317 shares; 2025Q4: 12,729 shares; 2026Q1: 8,515 shares 8,515 $680K <0.01% -4,214 Timeline PII POLARIS INC More: the full row for POLARIS 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: 13,706 shares; 2025Q3: 13,630 shares; 2025Q4: 13,490 shares; 2026Q1: 12,465 shares 12,465 $679K <0.01% -1,025 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: 60,030 shares; 2024Q4: 59,306 shares; 2025Q1: 50,611 shares; 2025Q2: 40,436 shares; 2025Q3: 7,044 shares; 2025Q4: 5,795 shares; 2026Q1: 3,762 shares 3,762 $677K <0.01% -2,033 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: not reported; 2025Q1: 8,670 shares; 2025Q2: not reported; 2025Q3: 21,338 shares; 2025Q4: 28,118 shares; 2026Q1: 21,186 shares 21,186 $676K <0.01% -6,932 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,772 shares; 2024Q4: 22,628 shares; 2025Q1: 7,498 shares; 2025Q2: 7,254 shares; 2025Q3: 5,531 shares; 2025Q4: 7,105 shares; 2026Q1: 2,417 shares 2,417 $675K <0.01% -4,688 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 14,253 shares; 2025Q4: 13,823 shares; 2026Q1: 12,679 shares 12,679 $675K <0.01% -1,144 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,098 shares; 2025Q1: 2,842 shares; 2025Q2: 8,117 shares; 2025Q3: 7,539 shares; 2025Q4: 7,843 shares; 2026Q1: 7,305 shares 7,305 $671K <0.01% -538 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 10,209 shares; 2025Q1: 4,703 shares; 2025Q2: 4,577 shares; 2025Q3: 4,277 shares; 2025Q4: 4,551 shares; 2026Q1: 3,405 shares 3,405 $667K <0.01% -1,146 Timeline FTLS 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: 30,300 shares; 2024Q4: 31,368 shares; 2025Q1: 55,658 shares; 2025Q2: 14,441 shares; 2025Q3: 8,453 shares; 2025Q4: 8,788 shares; 2026Q1: 9,513 shares 9,513 $666K <0.01% +725 Timeline FFSM 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: 12,145 shares; 2026Q1: 20,819 shares 20,819 $665K <0.01% +8,674 Timeline FTGS 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: 80,042 shares; 2024Q4: 113,044 shares; 2025Q1: 80,801 shares; 2025Q2: 27,547 shares; 2025Q3: 17,606 shares; 2025Q4: 18,224 shares; 2026Q1: 19,489 shares 19,489 $664K <0.01% +1,265 Timeline SCHP 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: 51,299 shares; 2024Q4: 102,031 shares; 2025Q1: 49,464 shares; 2025Q2: 39,526 shares; 2025Q3: 3,918,443 shares; 2025Q4: 28,456 shares; 2026Q1: 24,640 shares 24,640 $656K <0.01% -3,816 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,789 shares; 2025Q2: 24,353 shares; 2025Q3: 33,132 shares; 2025Q4: 33,540 shares; 2026Q1: 25,309 shares 25,309 $655K <0.01% -8,231 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 18,000 shares; 2025Q1: 25,683 shares; 2025Q2: 78,200 shares; 2025Q3: 64,933 shares; 2025Q4: 64,406 shares; 2026Q1: 59,234 shares 59,234 $655K <0.01% -5,172 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 9,780 shares; 2025Q1: 3,971 shares; 2025Q2: 3,796 shares; 2025Q3: 3,798 shares; 2025Q4: 4,310 shares; 2026Q1: 3,052 shares 3,052 $654K <0.01% -1,258 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 11,634 shares; 2025Q1: 11,271 shares; 2025Q2: 32,078 shares; 2025Q3: 31,184 shares; 2025Q4: 29,700 shares; 2026Q1: 29,746 shares 29,746 $650K <0.01% +46 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,892 shares; 2025Q1: 2,067 shares; 2025Q2: 1,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,048 shares 5,048 $648K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,208 shares; 2024Q4: 11,809 shares; 2025Q1: 9,914 shares; 2025Q2: 15,517 shares; 2025Q3: 14,242 shares; 2025Q4: 12,895 shares; 2026Q1: 10,903 shares 10,903 $644K <0.01% -1,992 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 6,363 shares; 2026Q1: 5,291 shares 5,291 $638K <0.01% -1,072 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,413 shares; 2025Q3: 26,335 shares; 2025Q4: 26,245 shares; 2026Q1: 22,135 shares 22,135 $636K <0.01% -4,110 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,630 shares; 2024Q4: 20,826 shares; 2025Q1: 39,649 shares; 2025Q2: 28,603 shares; 2025Q3: 18,664 shares; 2025Q4: 14,857 shares; 2026Q1: 13,729 shares 13,729 $635K <0.01% -1,128 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 3,445 shares; 2025Q1: 3,634 shares; 2025Q2: 3,402 shares; 2025Q3: 3,263 shares; 2025Q4: 3,337 shares; 2026Q1: 367 shares 367 $635K <0.01% -2,970 Timeline RDVI 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: 20,823 shares; 2024Q4: 17,023 shares; 2025Q1: 25,666 shares; 2025Q2: not reported; 2025Q3: 10,272 shares; 2025Q4: 13,170 shares; 2026Q1: 24,801 shares 24,801 $634K <0.01% +11,631 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 2,959 shares; 2025Q1: 1,785 shares; 2025Q2: 6,599 shares; 2025Q3: 6,285 shares; 2025Q4: 6,377 shares; 2026Q1: 6,672 shares 6,672 $633K <0.01% +295 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,658 shares; 2024Q4: 65,988 shares; 2025Q1: 48,068 shares; 2025Q2: 31,559 shares; 2025Q3: 12,750 shares; 2025Q4: 15,210 shares; 2026Q1: 15,512 shares 15,512 $629K <0.01% +302 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,635 shares; 2025Q1: 2,396 shares; 2025Q2: 4,971 shares; 2025Q3: 3,897 shares; 2025Q4: 3,919 shares; 2026Q1: 4,124 shares 4,124 $628K <0.01% +205 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 65,593 shares; 2025Q1: 35,431 shares; 2025Q2: 28,207 shares; 2025Q3: 30,678 shares; 2025Q4: 31,695 shares; 2026Q1: 29,681 shares 29,681 $628K <0.01% -2,014 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,587 shares; 2025Q1: 10,022 shares; 2025Q2: 22,991 shares; 2025Q3: 21,217 shares; 2025Q4: 21,597 shares; 2026Q1: 17,020 shares 17,020 $624K <0.01% -4,577 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,132 shares; 2025Q1: 3,250 shares; 2025Q2: 3,013 shares; 2025Q3: 2,131 shares; 2025Q4: 2,362 shares; 2026Q1: 3,004 shares 3,004 $621K <0.01% +642 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 12,971 shares; 2025Q1: 7,251 shares; 2025Q2: not reported; 2025Q3: 12,482 shares; 2025Q4: 12,841 shares; 2026Q1: 11,757 shares 11,757 $620K <0.01% -1,084 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 4,899 shares; 2025Q3: 4,675 shares; 2025Q4: 4,601 shares; 2026Q1: 4,273 shares 4,273 $618K <0.01% -328 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: 5,549 shares; 2024Q4: 7,069 shares; 2025Q1: 8,277 shares; 2025Q2: 6,052 shares; 2025Q3: 8,265 shares; 2025Q4: 9,103 shares; 2026Q1: 11,152 shares 11,152 $613K <0.01% +2,049 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: 26,175 shares; 2024Q4: 26,459 shares; 2025Q1: 21,472 shares; 2025Q2: 19,309 shares; 2025Q3: 13,561 shares; 2025Q4: 11,408 shares; 2026Q1: 9,224 shares 9,224 $611K <0.01% -2,184 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: 13,488 shares; 2024Q4: 14,793 shares; 2025Q1: 12,547 shares; 2025Q2: 12,693 shares; 2025Q3: 9,611 shares; 2025Q4: 9,318 shares; 2026Q1: 8,966 shares 8,966 $609K <0.01% -352 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,640 shares 8,640 $609K <0.01% new 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: 7,980 shares; 2024Q4: 24,158 shares; 2025Q1: 18,142 shares; 2025Q2: 20,177 shares; 2025Q3: 20,597 shares; 2025Q4: 21,022 shares; 2026Q1: 21,715 shares 21,715 $605K <0.01% +693 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,031 shares; 2025Q3: 19,294 shares; 2025Q4: 19,193 shares; 2026Q1: 18,721 shares 18,721 $602K <0.01% -472 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: 7,026 shares; 2024Q4: 6,890 shares; 2025Q1: 6,940 shares; 2025Q2: 6,021 shares; 2025Q3: 5,778 shares; 2025Q4: 6,145 shares; 2026Q1: 4,002 shares 4,002 $597K <0.01% -2,143 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,157 shares; 2025Q2: 9,530 shares; 2025Q3: 8,815 shares; 2025Q4: 8,402 shares; 2026Q1: 8,207 shares 8,207 $596K <0.01% -195 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,558 shares; 2024Q4: 23,868 shares; 2025Q1: 19,671 shares; 2025Q2: 12,407 shares; 2025Q3: 9,543 shares; 2025Q4: 9,221 shares; 2026Q1: 5,045 shares 5,045 $596K <0.01% -4,176 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 9,873 shares; 2025Q1: 7,561 shares; 2025Q2: 9,914 shares; 2025Q3: 7,400 shares; 2025Q4: 7,371 shares; 2026Q1: 6,357 shares 6,357 $595K <0.01% -1,014 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,618 shares; 2024Q4: 35,433 shares; 2025Q1: 34,062 shares; 2025Q2: 12,789 shares; 2025Q3: 10,779 shares; 2025Q4: 11,346 shares; 2026Q1: 11,719 shares 11,719 $593K <0.01% +373 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,439 shares 18,439 $593K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 55,144 shares; 2025Q1: 13,417 shares; 2025Q2: 13,136 shares; 2025Q3: 13,906 shares; 2025Q4: 17,658 shares; 2026Q1: 10,439 shares 10,439 $593K <0.01% -7,219 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: 13,300 shares; 2024Q4: 13,352 shares; 2025Q1: 13,584 shares; 2025Q2: 11,931 shares; 2025Q3: 11,405 shares; 2025Q4: 11,436 shares; 2026Q1: 11,295 shares 11,295 $592K <0.01% -141 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,844 shares; 2025Q1: 2,690 shares; 2025Q2: 7,392 shares; 2025Q3: 5,064 shares; 2025Q4: 6,959 shares; 2026Q1: 6,191 shares 6,191 $591K <0.01% -768 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: 16,107 shares; 2024Q4: 14,241 shares; 2025Q1: 9,155 shares; 2025Q2: 7,694 shares; 2025Q3: 9,613 shares; 2025Q4: 13,022 shares; 2026Q1: 7,163 shares 7,163 $591K <0.01% -5,859 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,729 shares; 2024Q4: 42,646 shares; 2025Q1: 14,836 shares; 2025Q2: 5,992 shares; 2025Q3: 6,748 shares; 2025Q4: 6,893 shares; 2026Q1: 7,798 shares 7,798 $591K <0.01% +905 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,853 shares; 2025Q1: 5,559 shares; 2025Q2: 6,273 shares; 2025Q3: 5,975 shares; 2025Q4: 6,123 shares; 2026Q1: 4,037 shares 4,037 $590K <0.01% -2,086 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,159 shares; 2024Q4: 14,143 shares; 2025Q1: 14,115 shares; 2025Q2: 14,163 shares; 2025Q3: 13,679 shares; 2025Q4: 13,055 shares; 2026Q1: 13,061 shares 13,061 $589K <0.01% +6 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 19,731 shares; 2025Q1: 12,609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,507 shares; 2026Q1: 17,016 shares 17,016 $589K <0.01% +5,509 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: 8,652 shares; 2024Q4: 16,765 shares; 2025Q1: 15,962 shares; 2025Q2: 15,443 shares; 2025Q3: 15,370 shares; 2025Q4: 46,242 shares; 2026Q1: 3,590 shares 3,590 $589K <0.01% -42,652 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,631 shares; 2024Q4: 148,867 shares; 2025Q1: 142,246 shares; 2025Q2: 115,767 shares; 2025Q3: 124,505 shares; 2025Q4: 129,284 shares; 2026Q1: 16,760 shares 16,760 $588K <0.01% -112,524 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: 13,217 shares; 2024Q4: 19,017 shares; 2025Q1: 16,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,090 shares; 2026Q1: 8,673 shares 8,673 $586K <0.01% +583 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: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,231 shares; 2025Q4: 2,673 shares; 2026Q1: 1,496 shares 1,496 $586K <0.01% -1,177 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 8,400 shares; 2025Q1: 3,890 shares; 2025Q2: 6,514 shares; 2025Q3: 3,100 shares; 2025Q4: 3,451 shares; 2026Q1: 2,085 shares 2,085 $586K <0.01% -1,366 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: 4,799 shares; 2024Q4: 8,724 shares; 2025Q1: 12,017 shares; 2025Q2: 11,851 shares; 2025Q3: 9,910 shares; 2025Q4: 9,694 shares; 2026Q1: 8,670 shares 8,670 $586K <0.01% -1,024 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,127 shares; 2025Q3: 9,541 shares; 2025Q4: 9,623 shares; 2026Q1: 9,060 shares 9,060 $584K <0.01% -563 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: 5,059 shares; 2024Q4: 5,257 shares; 2025Q1: 9,753 shares; 2025Q2: 6,347 shares; 2025Q3: 3,228 shares; 2025Q4: 3,587 shares; 2026Q1: 2,295 shares 2,295 $583K <0.01% -1,292 Timeline SHM 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: 19,842 shares; 2024Q4: 19,914 shares; 2025Q1: 18,884 shares; 2025Q2: 14,480 shares; 2025Q3: 12,499 shares; 2025Q4: 12,490 shares; 2026Q1: 12,170 shares 12,170 $582K <0.01% -320 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,093 shares; 2024Q4: 47,056 shares; 2025Q1: 24,287 shares; 2025Q2: 19,069 shares; 2025Q3: 18,014 shares; 2025Q4: 12,797 shares; 2026Q1: 9,602 shares 9,602 $580K <0.01% -3,195 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 3,206 shares; 2025Q1: 2,528 shares; 2025Q2: 3,839 shares; 2025Q3: 3,302 shares; 2025Q4: 2,866 shares; 2026Q1: 2,301 shares 2,301 $579K <0.01% -565 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: 29,531 shares; 2024Q4: 47,325 shares; 2025Q1: 37,668 shares; 2025Q2: 10,207 shares; 2025Q3: 7,004 shares; 2025Q4: 8,315 shares; 2026Q1: 5,152 shares 5,152 $579K <0.01% -3,163 Timeline FHLC 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: 13,905 shares; 2025Q2: 9,662 shares; 2025Q3: 8,284 shares; 2025Q4: 8,117 shares; 2026Q1: 8,217 shares 8,217 $578K <0.01% +100 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,387 shares; 2024Q4: 15,746 shares; 2025Q1: 15,387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,060 shares; 2026Q1: 8,446 shares 8,446 $576K <0.01% +386 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 6,551 shares; 2025Q1: 6,716 shares; 2025Q2: 3,173 shares; 2025Q3: 3,643 shares; 2025Q4: 4,023 shares; 2026Q1: 2,474 shares 2,474 $574K <0.01% -1,549 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,467 shares; 2024Q4: 13,013 shares; 2025Q1: 14,235 shares; 2025Q2: 11,551 shares; 2025Q3: 10,262 shares; 2025Q4: 12,863 shares; 2026Q1: 15,297 shares 15,297 $572K <0.01% +2,434 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,712 shares; 2025Q3: 23,009 shares; 2025Q4: 23,035 shares; 2026Q1: 23,120 shares 23,120 $572K <0.01% +85 Timeline VTES 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: 3,761 shares; 2025Q2: 4,477 shares; 2025Q3: 4,931 shares; 2025Q4: 4,946 shares; 2026Q1: 5,618 shares 5,618 $568K <0.01% +672 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,039 shares; 2024Q4: 104,174 shares; 2025Q1: 57,286 shares; 2025Q2: 50,640 shares; 2025Q3: 47,733 shares; 2025Q4: 44,851 shares; 2026Q1: 21,899 shares 21,899 $567K <0.01% -22,952 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 8,547 shares; 2025Q1: 11,050 shares; 2025Q2: 25,785 shares; 2025Q3: 23,188 shares; 2025Q4: 20,383 shares; 2026Q1: 15,571 shares 15,571 $567K <0.01% -4,812 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: 77,114 shares; 2024Q4: 87,074 shares; 2025Q1: 46,807 shares; 2025Q2: 45,682 shares; 2025Q3: 72,630 shares; 2025Q4: 84,198 shares; 2026Q1: 50,203 shares 50,203 $566K <0.01% -33,995 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 8,778 shares; 2025Q1: not reported; 2025Q2: 5,625 shares; 2025Q3: 11,340 shares; 2025Q4: 11,398 shares; 2026Q1: 11,991 shares 11,991 $565K <0.01% +593 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,177 shares; 2025Q1: not reported; 2025Q2: 15,089 shares; 2025Q3: 13,901 shares; 2025Q4: 17,984 shares; 2026Q1: 16,977 shares 16,977 $564K <0.01% -1,007 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 6,858 shares; 2025Q3: 5,685 shares; 2025Q4: 7,749 shares; 2026Q1: 7,112 shares 7,112 $563K <0.01% -637 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 11,307 shares; 2025Q3: 10,800 shares; 2025Q4: 10,731 shares; 2026Q1: 10,266 shares 10,266 $559K <0.01% -465 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: 10,863 shares; 2024Q4: 10,821 shares; 2025Q1: 7,147 shares; 2025Q2: 6,808 shares; 2025Q3: 5,168 shares; 2025Q4: 6,389 shares; 2026Q1: 3,507 shares 3,507 $554K <0.01% -2,882 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,182 shares; 2026Q1: 11,092 shares 11,092 $552K <0.01% +910 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,467 shares; 2024Q4: 165,528 shares; 2025Q1: 73,570 shares; 2025Q2: 60,569 shares; 2025Q3: 46,910 shares; 2025Q4: 51,867 shares; 2026Q1: 26,642 shares 26,642 $551K <0.01% -25,225 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,216 shares; 2024Q4: 611,765 shares; 2025Q1: 80,047 shares; 2025Q2: 54,350 shares; 2025Q3: 50,114 shares; 2025Q4: 41,832 shares; 2026Q1: 21,998 shares 21,998 $551K <0.01% -19,834 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,865 shares; 2024Q4: 40,707 shares; 2025Q1: 35,204 shares; 2025Q2: 30,864 shares; 2025Q3: 28,606 shares; 2025Q4: 19,357 shares; 2026Q1: 2,807 shares 2,807 $550K <0.01% -16,550 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 14,336 shares; 2025Q3: 13,104 shares; 2025Q4: 13,354 shares; 2026Q1: 13,631 shares 13,631 $549K <0.01% +277 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: 104,258 shares; 2024Q4: 91,280 shares; 2025Q1: 69,727 shares; 2025Q2: 78,113 shares; 2025Q3: 18,603 shares; 2025Q4: 16,620 shares; 2026Q1: 10,381 shares 10,381 $548K <0.01% -6,239 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 4,132 shares; 2025Q2: 8,510 shares; 2025Q3: 13,652 shares; 2025Q4: 11,841 shares; 2026Q1: 11,511 shares 11,511 $546K <0.01% -330 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,542 shares; 2024Q4: 16,957 shares; 2025Q1: 11,721 shares; 2025Q2: 10,369 shares; 2025Q3: 11,617 shares; 2025Q4: 13,175 shares; 2026Q1: 9,097 shares 9,097 $546K <0.01% -4,078 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,319 shares; 2025Q1: 2,030 shares; 2025Q2: 1,357 shares; 2025Q3: 753 shares; 2025Q4: 892 shares; 2026Q1: 798 shares 798 $544K <0.01% -94 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: 122,452 shares; 2024Q4: 116,726 shares; 2025Q1: 74,569 shares; 2025Q2: 50,870 shares; 2025Q3: 41,485 shares; 2025Q4: 40,429 shares; 2026Q1: 14,761 shares 14,761 $542K <0.01% -25,668 Timeline LGOV 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: 122,930 shares; 2024Q4: 113,260 shares; 2025Q1: 100,883 shares; 2025Q2: 35,560 shares; 2025Q3: 33,088 shares; 2025Q4: 33,131 shares; 2026Q1: 25,112 shares 25,112 $542K <0.01% -8,019 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 35,266 shares; 2025Q1: 30,720 shares; 2025Q2: 31,335 shares; 2025Q3: 11,649 shares; 2025Q4: 12,729 shares; 2026Q1: 7,831 shares 7,831 $541K <0.01% -4,898 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,525 shares; 2025Q3: 13,302 shares; 2025Q4: 100,491 shares; 2026Q1: 18,459 shares 18,459 $538K <0.01% -82,032 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 15,290 shares; 2025Q1: 7,879 shares; 2025Q2: 5,378 shares; 2025Q3: 4,785 shares; 2025Q4: 3,530 shares; 2026Q1: 2,570 shares 2,570 $537K <0.01% -960 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 7,377 shares; 2025Q1: 5,705 shares; 2025Q2: 8,498 shares; 2025Q3: 9,163 shares; 2025Q4: 9,484 shares; 2026Q1: 6,185 shares 6,185 $537K <0.01% -3,299 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,794 shares; 2024Q4: 38,379 shares; 2025Q1: 28,858 shares; 2025Q2: 22,635 shares; 2025Q3: 15,955 shares; 2025Q4: 15,080 shares; 2026Q1: 4,918 shares 4,918 $537K <0.01% -10,162 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: 8,797 shares; 2024Q4: 9,404 shares; 2025Q1: 4,526 shares; 2025Q2: 4,373 shares; 2025Q3: 3,437 shares; 2025Q4: 3,761 shares; 2026Q1: 3,163 shares 3,163 $535K <0.01% -598 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,518 shares; 2025Q1: 3,655 shares; 2025Q2: 4,218 shares; 2025Q3: 3,662 shares; 2025Q4: 4,462 shares; 2026Q1: 2,737 shares 2,737 $535K <0.01% -1,725 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,228 shares; 2025Q3: 6,000 shares; 2025Q4: 5,800 shares; 2026Q1: 6,561 shares 6,561 $533K <0.01% +761 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 14,103 shares; 2025Q1: 5,346 shares; 2025Q2: 5,001 shares; 2025Q3: 4,816 shares; 2025Q4: 4,905 shares; 2026Q1: 7,200 shares 7,200 $532K <0.01% +2,295 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,154 shares; 2024Q4: 32,336 shares; 2025Q1: 26,924 shares; 2025Q2: 26,381 shares; 2025Q3: 10,060 shares; 2025Q4: 9,258 shares; 2026Q1: 7,418 shares 7,418 $530K <0.01% -1,840 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,884 shares 5,884 $530K <0.01% new Timeline XME 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: 5,161 shares; 2025Q4: not reported; 2026Q1: 4,908 shares 4,908 $530K <0.01% new 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: 5,457 shares; 2024Q4: 9,003 shares; 2025Q1: 5,901 shares; 2025Q2: 5,259 shares; 2025Q3: 3,775 shares; 2025Q4: 3,894 shares; 2026Q1: 1,840 shares 1,840 $528K <0.01% -2,054 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 32,134 shares; 2025Q3: 26,197 shares; 2025Q4: 24,191 shares; 2026Q1: 19,699 shares 19,699 $528K <0.01% -4,492 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,121 shares; 2024Q4: 488,258 shares; 2025Q1: 299,336 shares; 2025Q2: 301,231 shares; 2025Q3: 135,733 shares; 2025Q4: 110,255 shares; 2026Q1: 30,588 shares 30,588 $527K <0.01% -79,667 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 6,792 shares; 2025Q1: 4,271 shares; 2025Q2: 5,284 shares; 2025Q3: 4,155 shares; 2025Q4: 3,757 shares; 2026Q1: 2,476 shares 2,476 $523K <0.01% -1,281 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: 13,718 shares; 2024Q4: 10,157 shares; 2025Q1: 8,156 shares; 2025Q2: 5,495 shares; 2025Q3: 4,983 shares; 2025Q4: 6,182 shares; 2026Q1: 3,584 shares 3,584 $523K <0.01% -2,598 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: not reported; 2025Q1: 3,003 shares; 2025Q2: 6,744 shares; 2025Q3: 6,441 shares; 2025Q4: 6,515 shares; 2026Q1: 5,845 shares 5,845 $522K <0.01% -670 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 19,967 shares; 2025Q1: 15,533 shares; 2025Q2: 16,697 shares; 2025Q3: 26,552 shares; 2025Q4: 22,976 shares; 2026Q1: 19,648 shares 19,648 $521K <0.01% -3,328 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,613 shares; 2025Q2: 48,009 shares; 2025Q3: 44,680 shares; 2025Q4: 45,540 shares; 2026Q1: 43,701 shares 43,701 $520K <0.01% -1,839 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: 12,381 shares; 2024Q4: 16,159 shares; 2025Q1: 12,565 shares; 2025Q2: 11,055 shares; 2025Q3: 8,874 shares; 2025Q4: 10,081 shares; 2026Q1: 8,272 shares 8,272 $519K <0.01% -1,809 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 8,495 shares; 2025Q1: 5,492 shares; 2025Q2: 3,918 shares; 2025Q3: 3,820 shares; 2025Q4: 4,226 shares; 2026Q1: 2,881 shares 2,881 $519K <0.01% -1,345 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,389 shares; 2024Q4: 42,529 shares; 2025Q1: 49,398 shares; 2025Q2: 41,398 shares; 2025Q3: 40,674 shares; 2025Q4: 35,384 shares; 2026Q1: 31,423 shares 31,423 $516K <0.01% -3,961 Timeline XPEL XPEL INC More: the full row for XPEL 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: 13,599 shares; 2025Q3: 11,890 shares; 2025Q4: 12,088 shares; 2026Q1: 11,659 shares 11,659 $516K <0.01% -429 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,717 shares; 2025Q1: 7,033 shares; 2025Q2: 15,741 shares; 2025Q3: 15,092 shares; 2025Q4: 14,661 shares; 2026Q1: 12,034 shares 12,034 $514K <0.01% -2,627 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: 14,214 shares; 2024Q4: 24,593 shares; 2025Q1: 27,044 shares; 2025Q2: 23,863 shares; 2025Q3: 12,208 shares; 2025Q4: 11,576 shares; 2026Q1: 8,562 shares 8,562 $512K <0.01% -3,014 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,757 shares; 2025Q1: 5,103 shares; 2025Q2: 8,455 shares; 2025Q3: 7,848 shares; 2025Q4: 8,571 shares; 2026Q1: 1,582 shares 1,582 $510K <0.01% -6,989 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 2,094 shares; 2025Q1: 1,293 shares; 2025Q2: 978 shares; 2025Q3: 813 shares; 2025Q4: 688 shares; 2026Q1: 1,829 shares 1,829 $510K <0.01% +1,141 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 11,183 shares; 2025Q1: 6,331 shares; 2025Q2: 5,862 shares; 2025Q3: 6,879 shares; 2025Q4: 6,842 shares; 2026Q1: 2,821 shares 2,821 $508K <0.01% -4,021 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,632 shares; 2025Q1: 8,252 shares; 2025Q2: 9,776 shares; 2025Q3: 10,066 shares; 2025Q4: 10,075 shares; 2026Q1: 9,703 shares 9,703 $506K <0.01% -372 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 7,454 shares; 2025Q1: 5,970 shares; 2025Q2: 11,065 shares; 2025Q3: 10,394 shares; 2025Q4: 10,410 shares; 2026Q1: 9,018 shares 9,018 $506K <0.01% -1,392 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,284 shares; 2024Q4: 71,992 shares; 2025Q1: 52,272 shares; 2025Q2: 61,736 shares; 2025Q3: 57,295 shares; 2025Q4: 59,818 shares; 2026Q1: 33,894 shares 33,894 $505K <0.01% -25,924 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,178 shares; 2024Q4: 37,391 shares; 2025Q1: 31,329 shares; 2025Q2: 25,437 shares; 2025Q3: 14,946 shares; 2025Q4: 12,868 shares; 2026Q1: 9,433 shares 9,433 $504K <0.01% -3,435 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 4,372 shares; 2025Q1: 6,671 shares; 2025Q2: 7,076 shares; 2025Q3: 7,815 shares; 2025Q4: 8,412 shares; 2026Q1: 8,502 shares 8,502 $503K <0.01% +90 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS 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: 16,229 shares; 2025Q4: 16,335 shares; 2026Q1: 19,465 shares 19,465 $502K <0.01% +3,130 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: 28,841 shares; 2024Q4: 35,946 shares; 2025Q1: 20,840 shares; 2025Q2: 18,124 shares; 2025Q3: 15,888 shares; 2025Q4: 15,310 shares; 2026Q1: 5,426 shares 5,426 $502K <0.01% -9,884 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,663 shares; 2024Q4: 95,934 shares; 2025Q1: 96,901 shares; 2025Q2: 28,739 shares; 2025Q3: 19,434 shares; 2025Q4: 22,115 shares; 2026Q1: 9,849 shares 9,849 $502K <0.01% -12,266 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,861 shares; 2025Q1: 16,582 shares; 2025Q2: 15,976 shares; 2025Q3: 20,580 shares; 2025Q4: 17,511 shares; 2026Q1: 13,687 shares 13,687 $502K <0.01% -3,824 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,869 shares; 2024Q4: 68,089 shares; 2025Q1: 408,814 shares; 2025Q2: 543,312 shares; 2025Q3: 965,510 shares; 2025Q4: 1,012,343 shares; 2026Q1: 1,575 shares 1,575 $501K <0.01% -1,010,768 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,819 shares; 2025Q1: 2,263 shares; 2025Q2: 1,588 shares; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 2,170 shares 2,170 $501K <0.01% +1,260 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,665 shares; 2025Q1: 2,073 shares; 2025Q2: 1,336 shares; 2025Q3: 1,145 shares; 2025Q4: 993 shares; 2026Q1: 1,075 shares 1,075 $499K <0.01% +82 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,690 shares; 2025Q2: 23,376 shares; 2025Q3: 20,480 shares; 2025Q4: 20,304 shares; 2026Q1: 20,120 shares 20,120 $498K <0.01% -184 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,854 shares; 2024Q4: 40,158 shares; 2025Q1: 36,962 shares; 2025Q2: 14,091 shares; 2025Q3: 10,278 shares; 2025Q4: 10,675 shares; 2026Q1: 16,614 shares 16,614 $498K <0.01% +5,939 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: 15,234 shares; 2024Q4: 14,391 shares; 2025Q1: 7,271 shares; 2025Q2: 7,002 shares; 2025Q3: 7,053 shares; 2025Q4: 5,892 shares; 2026Q1: 507 shares 507 $497K <0.01% -5,385 Timeline FSTA 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: 10,930 shares; 2024Q4: 10,512 shares; 2025Q1: 7,701 shares; 2025Q2: 11,659 shares; 2025Q3: 9,661 shares; 2025Q4: 9,541 shares; 2026Q1: 9,481 shares 9,481 $496K <0.01% -60 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: 1,903 shares; 2024Q4: 1,524 shares; 2025Q1: 824 shares; 2025Q2: 524 shares; 2025Q3: 505 shares; 2025Q4: 523 shares; 2026Q1: 359 shares 359 $495K <0.01% -164 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 8,664 shares; 2025Q1: 2,530 shares; 2025Q2: 1,818 shares; 2025Q3: 1,734 shares; 2025Q4: 1,654 shares; 2026Q1: 1,534 shares 1,534 $495K <0.01% -120 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 15,901 shares; 2025Q1: 11,295 shares; 2025Q2: 15,460 shares; 2025Q3: 10,888 shares; 2025Q4: 44,100 shares; 2026Q1: 42,647 shares 42,647 $495K <0.01% -1,453 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 3,399 shares; 2025Q1: 3,397 shares; 2025Q2: 3,929 shares; 2025Q3: 3,327 shares; 2025Q4: 3,522 shares; 2026Q1: 1,806 shares 1,806 $492K <0.01% -1,716 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 4,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,989 shares 10,989 $491K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,717 shares; 2025Q1: 878 shares; 2025Q2: 729 shares; 2025Q3: 672 shares; 2025Q4: 1,408 shares; 2026Q1: 1,357 shares 1,357 $487K <0.01% -51 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 9,649 shares; 2025Q1: 7,321 shares; 2025Q2: 7,570 shares; 2025Q3: 7,390 shares; 2025Q4: 6,914 shares; 2026Q1: 4,979 shares 4,979 $486K <0.01% -1,935 Timeline KNG 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: 55,346 shares; 2024Q4: 68,680 shares; 2025Q1: 70,495 shares; 2025Q2: 29,501 shares; 2025Q3: 19,368 shares; 2025Q4: 20,512 shares; 2026Q1: 9,961 shares 9,961 $485K <0.01% -10,551 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,904 shares; 2026Q1: 19,002 shares 19,002 $485K <0.01% -1,902 Timeline BBAG 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: 18,962 shares; 2024Q4: 18,370 shares; 2025Q1: 8,368 shares; 2025Q2: 11,082 shares; 2025Q3: 14,632 shares; 2025Q4: 10,552 shares; 2026Q1: 10,496 shares 10,496 $484K <0.01% -56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,554 shares; 2024Q4: 26,056 shares; 2025Q1: 15,803 shares; 2025Q2: 11,724 shares; 2025Q3: 10,784 shares; 2025Q4: 3,227 shares; 2026Q1: 1,857 shares 1,857 $483K <0.01% -1,370 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,764 shares; 2024Q4: 17,904 shares; 2025Q1: 8,723 shares; 2025Q2: 7,096 shares; 2025Q3: 5,777 shares; 2025Q4: 6,575 shares; 2026Q1: 5,024 shares 5,024 $482K <0.01% -1,551 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL 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: 17,822 shares; 2025Q3: 16,980 shares; 2025Q4: 16,587 shares; 2026Q1: 15,033 shares 15,033 $480K <0.01% -1,554 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW 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: 11,809 shares; 2025Q3: 11,113 shares; 2025Q4: 10,848 shares; 2026Q1: 10,217 shares 10,217 $479K <0.01% -631 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,269 shares; 2025Q1: 3,477 shares; 2025Q2: 3,286 shares; 2025Q3: 6,145 shares; 2025Q4: 3,612 shares; 2026Q1: 2,201 shares 2,201 $478K <0.01% -1,411 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY 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: 29,193 shares; 2025Q3: 47,406 shares; 2025Q4: 44,929 shares; 2026Q1: 44,067 shares 44,067 $477K <0.01% -862 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 9,101 shares; 2025Q3: 8,446 shares; 2025Q4: 8,262 shares; 2026Q1: 7,715 shares 7,715 $477K <0.01% -547 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,239 shares; 2024Q4: 92,328 shares; 2025Q1: 48,422 shares; 2025Q2: 47,536 shares; 2025Q3: 32,567 shares; 2025Q4: 34,614 shares; 2026Q1: 21,968 shares 21,968 $476K <0.01% -12,646 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,376 shares; 2025Q1: 4,447 shares; 2025Q2: 3,633 shares; 2025Q3: 3,065 shares; 2025Q4: 2,926 shares; 2026Q1: 1,785 shares 1,785 $475K <0.01% -1,141 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,564 shares; 2024Q4: 34,607 shares; 2025Q1: 32,526 shares; 2025Q2: 11,140 shares; 2025Q3: 7,389 shares; 2025Q4: 7,397 shares; 2026Q1: 5,445 shares 5,445 $473K <0.01% -1,952 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,985 shares; 2025Q3: 18,167 shares; 2025Q4: 18,261 shares; 2026Q1: 16,779 shares 16,779 $470K <0.01% -1,482 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 12,611 shares; 2026Q1: 10,556 shares 10,556 $470K <0.01% -2,055 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: 4,066 shares; 2024Q4: 4,863 shares; 2025Q1: 3,175 shares; 2025Q2: 2,297 shares; 2025Q3: 2,529 shares; 2025Q4: 3,050 shares; 2026Q1: 2,275 shares 2,275 $469K <0.01% -775 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS 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: 21,084 shares; 2026Q1: 35,617 shares 35,617 $467K <0.01% +14,533 Timeline KBWB 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: 14,252 shares; 2025Q1: 23,654 shares; 2025Q2: 55,166 shares; 2025Q3: 43,516 shares; 2025Q4: 51,453 shares; 2026Q1: 5,880 shares 5,880 $465K <0.01% -45,573 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,425 shares; 2024Q4: 54,043 shares; 2025Q1: 62,463 shares; 2025Q2: 33,345 shares; 2025Q3: 20,357 shares; 2025Q4: 19,274 shares; 2026Q1: 19,988 shares 19,988 $464K <0.01% +714 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,116 shares; 2025Q3: 6,805 shares; 2025Q4: 6,714 shares; 2026Q1: 6,643 shares 6,643 $461K <0.01% -71 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,563 shares; 2024Q4: 204,444 shares; 2025Q1: 215,182 shares; 2025Q2: 304,160 shares; 2025Q3: 11,124 shares; 2025Q4: 9,756 shares; 2026Q1: 9,864 shares 9,864 $460K <0.01% +108 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: 20,796 shares; 2024Q4: 20,422 shares; 2025Q1: 6,517 shares; 2025Q2: 5,372 shares; 2025Q3: 5,593 shares; 2025Q4: 6,397 shares; 2026Q1: 1,945 shares 1,945 $460K <0.01% -4,452 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 75,848 shares; 2025Q1: 75,242 shares; 2025Q2: 72,581 shares; 2025Q3: 194,740 shares; 2025Q4: 201,802 shares; 2026Q1: 6,014 shares 6,014 $459K <0.01% -195,788 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,364 shares; 2025Q1: 5,609 shares; 2025Q2: 10,784 shares; 2025Q3: 9,991 shares; 2025Q4: 8,423 shares; 2026Q1: 7,337 shares 7,337 $459K <0.01% -1,086 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 11,451 shares; 2025Q3: not reported; 2025Q4: 9,733 shares; 2026Q1: 22,103 shares 22,103 $459K <0.01% +12,370 Timeline SMB 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: 27,731 shares; 2026Q1: 26,479 shares 26,479 $458K <0.01% -1,252 Timeline SDVD 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: 21,065 shares 21,065 $457K <0.01% new 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: 29,644 shares; 2024Q4: 22,503 shares; 2025Q1: 24,418 shares; 2025Q2: 39,703 shares; 2025Q3: 48,713 shares; 2025Q4: 36,330 shares; 2026Q1: 22,755 shares 22,755 $456K <0.01% -13,575 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,900 shares; 2025Q1: 3,596 shares; 2025Q2: 3,073 shares; 2025Q3: 2,115 shares; 2025Q4: 1,704 shares; 2026Q1: 1,074 shares 1,074 $456K <0.01% -630 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 27,717 shares; 2025Q1: 12,941 shares; 2025Q2: 11,755 shares; 2025Q3: 6,396 shares; 2025Q4: 6,768 shares; 2026Q1: 4,141 shares 4,141 $454K <0.01% -2,627 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,062 shares; 2024Q4: 24,560 shares; 2025Q1: 15,774 shares; 2025Q2: 12,665 shares; 2025Q3: 13,423 shares; 2025Q4: 12,806 shares; 2026Q1: 10,221 shares 10,221 $453K <0.01% -2,585 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: 3,926 shares; 2025Q1: not reported; 2025Q2: 4,151 shares; 2025Q3: 3,980 shares; 2025Q4: 12,251 shares; 2026Q1: 8,420 shares 8,420 $453K <0.01% -3,831 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,532 shares; 2025Q1: 4,626 shares; 2025Q2: 4,208 shares; 2025Q3: 3,942 shares; 2025Q4: 3,808 shares; 2026Q1: 3,258 shares 3,258 $453K <0.01% -550 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,481 shares; 2024Q4: 13,634 shares; 2025Q1: 7,554 shares; 2025Q2: 4,751 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,578 shares 7,578 $448K <0.01% new Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 21,693 shares 21,693 $447K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,926 shares; 2024Q4: 163,326 shares; 2025Q1: 127,538 shares; 2025Q2: 114,772 shares; 2025Q3: 148,771 shares; 2025Q4: 32,398 shares; 2026Q1: 13,465 shares 13,465 $447K <0.01% -18,933 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,105 shares; 2025Q2: 34,075 shares; 2025Q3: 29,170 shares; 2025Q4: 28,567 shares; 2026Q1: 28,365 shares 28,365 $447K <0.01% -202 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,565 shares; 2024Q4: 13,658 shares; 2025Q1: 6,053 shares; 2025Q2: 4,880 shares; 2025Q3: 4,523 shares; 2025Q4: 6,527 shares; 2026Q1: 4,779 shares 4,779 $446K <0.01% -1,748 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 34,860 shares; 2025Q1: 21,779 shares; 2025Q2: 44,648 shares; 2025Q3: 37,932 shares; 2025Q4: 44,289 shares; 2026Q1: 44,831 shares 44,831 $446K <0.01% +542 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 7,991 shares; 2025Q1: 5,682 shares; 2025Q2: 4,434 shares; 2025Q3: 8,324 shares; 2025Q4: 9,487 shares; 2026Q1: 7,802 shares 7,802 $445K <0.01% -1,685 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 6,561 shares; 2025Q1: 5,312 shares; 2025Q2: 3,303 shares; 2025Q3: 3,995 shares; 2025Q4: 2,131 shares; 2026Q1: 1,500 shares 1,500 $445K <0.01% -631 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,910 shares; 2025Q3: 13,844 shares; 2025Q4: 18,685 shares; 2026Q1: 17,212 shares 17,212 $444K <0.01% -1,473 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,138 shares; 2025Q1: not reported; 2025Q2: 8,849 shares; 2025Q3: 8,015 shares; 2025Q4: 8,248 shares; 2026Q1: 6,502 shares 6,502 $444K <0.01% -1,746 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS 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: 8,265 shares; 2025Q3: 8,272 shares; 2025Q4: 11,296 shares; 2026Q1: 10,756 shares 10,756 $443K <0.01% -540 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: 13,978 shares; 2024Q4: 15,719 shares; 2025Q1: 3,110 shares; 2025Q2: 2,671 shares; 2025Q3: 2,399 shares; 2025Q4: 2,371 shares; 2026Q1: 3,681 shares 3,681 $440K <0.01% +1,310 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,230 shares; 2024Q4: 55,537 shares; 2025Q1: 103,130 shares; 2025Q2: 11,496 shares; 2025Q3: 11,029 shares; 2025Q4: 11,630 shares; 2026Q1: 9,817 shares 9,817 $438K <0.01% -1,813 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 8,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,221 shares; 2026Q1: 10,867 shares 10,867 $433K <0.01% +646 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,721 shares; 2025Q1: not reported; 2025Q2: 4,171 shares; 2025Q3: 4,495 shares; 2025Q4: 4,702 shares; 2026Q1: 4,339 shares 4,339 $431K <0.01% -363 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 3,278 shares; 2026Q1: 6,047 shares 6,047 $428K <0.01% +2,769 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: 1,676 shares; 2024Q4: 1,927 shares; 2025Q1: 2,038 shares; 2025Q2: 1,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $427K <0.01% new Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR 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: 14,563 shares; 2025Q3: 25,508 shares; 2025Q4: 25,710 shares; 2026Q1: 25,523 shares 25,523 $426K <0.01% -187 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: 3,616 shares; 2024Q4: 3,967 shares; 2025Q1: 1,868 shares; 2025Q2: 1,541 shares; 2025Q3: 1,276 shares; 2025Q4: 1,591 shares; 2026Q1: 583 shares 583 $425K <0.01% -1,008 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,295 shares; 2024Q4: 25,276 shares; 2025Q1: 20,099 shares; 2025Q2: 21,246 shares; 2025Q3: 17,661 shares; 2025Q4: 16,881 shares; 2026Q1: 5,195 shares 5,195 $425K <0.01% -11,686 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: 3,587 shares; 2024Q4: 3,453 shares; 2025Q1: 3,142 shares; 2025Q2: 2,827 shares; 2025Q3: 2,811 shares; 2025Q4: 3,177 shares; 2026Q1: 3,197 shares 3,197 $422K <0.01% +20 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,901 shares; 2024Q4: 6,968 shares; 2025Q1: 10,288 shares; 2025Q2: 8,997 shares; 2025Q3: 8,997 shares; 2025Q4: 9,092 shares; 2026Q1: 9,622 shares 9,622 $422K <0.01% +530 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,036 shares; 2026Q1: 4,068 shares 4,068 $422K <0.01% +32 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 6,040 shares; 2025Q1: 3,915 shares; 2025Q2: 3,962 shares; 2025Q3: 4,492 shares; 2025Q4: 4,598 shares; 2026Q1: 3,330 shares 3,330 $421K <0.01% -1,268 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,074 shares; 2025Q2: 14,896 shares; 2025Q3: 12,605 shares; 2025Q4: 12,360 shares; 2026Q1: 10,433 shares 10,433 $421K <0.01% -1,927 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 12,009 shares; 2025Q1: 9,743 shares; 2025Q2: 6,832 shares; 2025Q3: 4,694 shares; 2025Q4: 4,469 shares; 2026Q1: 1,677 shares 1,677 $420K <0.01% -2,792 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,193 shares; 2025Q1: 3,575 shares; 2025Q2: 3,277 shares; 2025Q3: 1,792 shares; 2025Q4: 1,817 shares; 2026Q1: 1,222 shares 1,222 $418K <0.01% -595 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 17,143 shares; 2025Q1: 10,995 shares; 2025Q2: 15,099 shares; 2025Q3: 6,833 shares; 2025Q4: 6,801 shares; 2026Q1: 3,022 shares 3,022 $415K <0.01% -3,779 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: 83,120 shares; 2024Q4: 99,673 shares; 2025Q1: 61,140 shares; 2025Q2: 56,227 shares; 2025Q3: 46,712 shares; 2025Q4: 47,748 shares; 2026Q1: 24,398 shares 24,398 $414K <0.01% -23,350 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: 3,989 shares; 2024Q4: 22,057 shares; 2025Q1: 23,258 shares; 2025Q2: 30,237 shares; 2025Q3: 20,013 shares; 2025Q4: 8,107 shares; 2026Q1: 5,115 shares 5,115 $409K <0.01% -2,992 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,818 shares; 2025Q3: 10,313 shares; 2025Q4: 10,386 shares; 2026Q1: 10,393 shares 10,393 $408K <0.01% +7 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 4,610 shares; 2025Q3: 4,350 shares; 2025Q4: 4,170 shares; 2026Q1: 4,135 shares 4,135 $407K <0.01% -35 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 10,630 shares; 2025Q1: 7,212 shares; 2025Q2: 10,782 shares; 2025Q3: 8,455 shares; 2025Q4: 6,844 shares; 2026Q1: 6,698 shares 6,698 $406K <0.01% -146 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,388 shares; 2025Q3: 11,974 shares; 2025Q4: 11,974 shares; 2026Q1: 11,974 shares 11,974 $405K <0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,423 shares; 2025Q1: 3,889 shares; 2025Q2: 8,687 shares; 2025Q3: 8,458 shares; 2025Q4: 8,359 shares; 2026Q1: 10,952 shares 10,952 $405K <0.01% +2,593 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,463 shares; 2025Q4: 8,261 shares; 2026Q1: 7,526 shares 7,526 $404K <0.01% -735 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,091 shares 6,091 $404K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,869 shares; 2025Q1: 3,288 shares; 2025Q2: 38,803 shares; 2025Q3: 36,514 shares; 2025Q4: 12,068 shares; 2026Q1: 24,924 shares 24,924 $401K <0.01% +12,856 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares; 2026Q1: 5,965 shares 5,965 $400K <0.01% +2,136 Timeline FPEI 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: 45,854 shares; 2024Q4: 70,342 shares; 2025Q1: 78,749 shares; 2025Q2: 46,232 shares; 2025Q3: 49,982 shares; 2025Q4: 52,384 shares; 2026Q1: 21,053 shares 21,053 $400K <0.01% -31,331 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,999 shares; 2024Q4: 32,302 shares; 2025Q1: 21,526 shares; 2025Q2: 11,241 shares; 2025Q3: 10,405 shares; 2025Q4: 9,150 shares; 2026Q1: 3,407 shares 3,407 $399K <0.01% -5,743 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 45,807 shares; 2025Q1: 27,743 shares; 2025Q2: 22,776 shares; 2025Q3: 20,421 shares; 2025Q4: 19,695 shares; 2026Q1: 5,361 shares 5,361 $399K <0.01% -14,334 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to 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: 5,093 shares; 2026Q1: 6,797 shares 6,797 $399K <0.01% +1,704 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 4,769 shares; 2025Q1: 11,655 shares; 2025Q2: 6,193 shares; 2025Q3: 6,158 shares; 2025Q4: 6,744 shares; 2026Q1: 2,767 shares 2,767 $396K <0.01% -3,977 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: 6,341 shares; 2025Q1: 11,096 shares; 2025Q2: not reported; 2025Q3: 5,018 shares; 2025Q4: 5,039 shares; 2026Q1: 8,014 shares 8,014 $396K <0.01% +2,975 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: 18,945 shares; 2024Q4: 18,905 shares; 2025Q1: 5,528 shares; 2025Q2: 4,991 shares; 2025Q3: 4,315 shares; 2025Q4: 3,315 shares; 2026Q1: 2,004 shares 2,004 $394K <0.01% -1,311 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,234 shares; 2025Q1: 2,808 shares; 2025Q2: 3,182 shares; 2025Q3: 3,307 shares; 2025Q4: 3,603 shares; 2026Q1: 3,218 shares 3,218 $393K <0.01% -385 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,633 shares; 2025Q3: 3,852 shares; 2025Q4: 6,431 shares; 2026Q1: 4,857 shares 4,857 $393K <0.01% -1,574 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 21,415 shares; 2025Q3: 20,796 shares; 2025Q4: 20,369 shares; 2026Q1: 18,524 shares 18,524 $392K <0.01% -1,845 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,160 shares; 2024Q4: 49,234 shares; 2025Q1: 36,073 shares; 2025Q2: 36,583 shares; 2025Q3: 32,974 shares; 2025Q4: 33,581 shares; 2026Q1: 20,446 shares 20,446 $392K <0.01% -13,135 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA 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: 11,635 shares; 2025Q3: 11,398 shares; 2025Q4: 10,852 shares; 2026Q1: 15,973 shares 15,973 $392K <0.01% +5,121 Timeline