AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,340 shares; 2025Q1: 16,749 shares; 2025Q2: 11,083 shares; 2025Q3: not loaded; 2025Q4: 11,616 shares; 2026Q1: 15,473 shares 15,473 $1.78M 0.01% +3,857 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,456 shares; 2025Q1: 4,229 shares; 2025Q2: 4,256 shares; 2025Q3: not loaded; 2025Q4: 6,166 shares; 2026Q1: 6,106 shares 6,106 $1.78M 0.01% -60 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 11,894 shares; 2025Q1: 17,302 shares; 2025Q2: 29,791 shares; 2025Q3: not loaded; 2025Q4: 66,680 shares; 2026Q1: 64,488 shares 64,488 $1.77M 0.01% -2,192 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 29,577 shares; 2025Q1: 23,136 shares; 2025Q2: 20,221 shares; 2025Q3: not loaded; 2025Q4: 18,457 shares; 2026Q1: 18,646 shares 18,646 $1.76M 0.01% +189 Timeline EQWL 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 4,125 shares; 2025Q3: not loaded; 2025Q4: 2,426 shares; 2026Q1: 15,292 shares 15,292 $1.76M 0.01% +12,866 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,370 shares; 2025Q2: 47,471 shares; 2025Q3: not loaded; 2025Q4: 52,453 shares; 2026Q1: 52,361 shares 52,361 $1.75M 0.01% -92 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,073 shares; 2024Q4: 112,840 shares; 2025Q1: 122,072 shares; 2025Q2: 129,809 shares; 2025Q3: not loaded; 2025Q4: 121,352 shares; 2026Q1: 127,148 shares 127,148 $1.72M 0.01% +5,796 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: 40,686 shares; 2024Q4: 40,993 shares; 2025Q1: 37,346 shares; 2025Q2: 38,962 shares; 2025Q3: not loaded; 2025Q4: 38,776 shares; 2026Q1: 38,165 shares 38,165 $1.69M 0.01% -611 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 12,598 shares; 2025Q1: 15,039 shares; 2025Q2: 17,185 shares; 2025Q3: not loaded; 2025Q4: 17,031 shares; 2026Q1: 16,514 shares 16,514 $1.69M 0.01% -517 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: 17,282 shares; 2024Q4: 18,113 shares; 2025Q1: 18,691 shares; 2025Q2: 25,242 shares; 2025Q3: not loaded; 2025Q4: 19,166 shares; 2026Q1: 20,092 shares 20,092 $1.68M 0.01% +926 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 22,274 shares; 2025Q1: 21,290 shares; 2025Q2: 23,767 shares; 2025Q3: not loaded; 2025Q4: 21,835 shares; 2026Q1: 24,148 shares 24,148 $1.67M 0.01% +2,313 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,800 shares; 2026Q1: 33,415 shares 33,415 $1.67M 0.01% +29,615 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: 65,736 shares; 2024Q4: 51,558 shares; 2025Q1: 33,231 shares; 2025Q2: 28,100 shares; 2025Q3: not loaded; 2025Q4: 27,411 shares; 2026Q1: 25,135 shares 25,135 $1.67M 0.01% -2,276 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,338 shares; 2025Q1: 4,963 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: 9,379 shares; 2026Q1: 7,856 shares 7,856 $1.66M 0.01% -1,523 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,038 shares; 2024Q4: 35,990 shares; 2025Q1: 37,288 shares; 2025Q2: 36,124 shares; 2025Q3: not loaded; 2025Q4: 37,719 shares; 2026Q1: 35,539 shares 35,539 $1.65M 0.01% -2,180 Timeline SPSM 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: 61,022 shares; 2024Q4: 38,287 shares; 2025Q1: 38,145 shares; 2025Q2: 35,377 shares; 2025Q3: not loaded; 2025Q4: 65,774 shares; 2026Q1: 34,105 shares 34,105 $1.65M 0.01% -31,669 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,312 shares; 2025Q1: 2,647 shares; 2025Q2: 2,760 shares; 2025Q3: not loaded; 2025Q4: 3,386 shares; 2026Q1: 3,948 shares 3,948 $1.65M 0.01% +562 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,149 shares; 2026Q1: 2,584 shares 2,584 $1.64M 0.01% -1,565 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: 3,768 shares; 2024Q4: 6,444 shares; 2025Q1: 20,905 shares; 2025Q2: 27,167 shares; 2025Q3: not loaded; 2025Q4: 32,339 shares; 2026Q1: 32,412 shares 32,412 $1.64M 0.01% +73 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: 21,796 shares; 2024Q4: 21,632 shares; 2025Q1: 20,671 shares; 2025Q2: 17,191 shares; 2025Q3: not loaded; 2025Q4: 17,969 shares; 2026Q1: 17,980 shares 17,980 $1.64M 0.01% +11 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: 7,832 shares; 2024Q4: 7,277 shares; 2025Q1: 9,391 shares; 2025Q2: 31,955 shares; 2025Q3: not loaded; 2025Q4: 43,405 shares; 2026Q1: 42,805 shares 42,805 $1.64M 0.01% -600 Timeline DUHP 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: 10,443 shares; 2024Q4: 9,747 shares; 2025Q1: 9,756 shares; 2025Q2: 46,101 shares; 2025Q3: not loaded; 2025Q4: 44,280 shares; 2026Q1: 44,382 shares 44,382 $1.63M 0.01% +102 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,980 shares; 2025Q1: 8,707 shares; 2025Q2: 9,153 shares; 2025Q3: not loaded; 2025Q4: 8,320 shares; 2026Q1: 10,829 shares 10,829 $1.63M 0.01% +2,509 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 2,808 shares; 2025Q1: 3,270 shares; 2025Q2: 5,478 shares; 2025Q3: not loaded; 2025Q4: 6,543 shares; 2026Q1: 7,822 shares 7,822 $1.63M 0.01% +1,279 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,388 shares; 2024Q4: 26,761 shares; 2025Q1: 34,172 shares; 2025Q2: 35,665 shares; 2025Q3: not loaded; 2025Q4: 34,460 shares; 2026Q1: 29,241 shares 29,241 $1.62M 0.01% -5,219 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: not reported; 2025Q3: not loaded; 2025Q4: 16,895 shares; 2026Q1: 16,999 shares 16,999 $1.62M 0.01% +104 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,695 shares; 2024Q4: 30,970 shares; 2025Q1: 31,841 shares; 2025Q2: 39,404 shares; 2025Q3: not loaded; 2025Q4: 38,930 shares; 2026Q1: 34,095 shares 34,095 $1.62M 0.01% -4,835 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,367 shares; 2025Q1: 27,450 shares; 2025Q2: 27,181 shares; 2025Q3: not loaded; 2025Q4: 31,472 shares; 2026Q1: 40,856 shares 40,856 $1.6M 0.01% +9,384 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: 20,812 shares; 2024Q4: 20,496 shares; 2025Q1: 20,692 shares; 2025Q2: 20,679 shares; 2025Q3: not loaded; 2025Q4: 18,384 shares; 2026Q1: 16,541 shares 16,541 $1.6M 0.01% -1,843 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,618 shares; 2024Q4: 18,095 shares; 2025Q1: 16,833 shares; 2025Q2: 17,365 shares; 2025Q3: not loaded; 2025Q4: 15,924 shares; 2026Q1: 15,031 shares 15,031 $1.59M 0.01% -893 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,397 shares; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: not loaded; 2025Q4: 3,780 shares; 2026Q1: 6,680 shares 6,680 $1.59M 0.01% +2,900 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: 18,229 shares; 2024Q4: 11,751 shares; 2025Q1: 10,817 shares; 2025Q2: 10,922 shares; 2025Q3: not loaded; 2025Q4: 10,663 shares; 2026Q1: 10,859 shares 10,859 $1.58M 0.01% +196 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,114 shares; 2024Q4: 47,779 shares; 2025Q1: 28,052 shares; 2025Q2: 12,501 shares; 2025Q3: not loaded; 2025Q4: 16,675 shares; 2026Q1: 16,808 shares 16,808 $1.58M 0.01% +133 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,130 shares; 2025Q3: not loaded; 2025Q4: 16,745 shares; 2026Q1: 14,150 shares 14,150 $1.57M 0.01% -2,595 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 1,309 shares; 2025Q1: 1,237 shares; 2025Q2: 2,618 shares; 2025Q3: not loaded; 2025Q4: 2,202 shares; 2026Q1: 3,588 shares 3,588 $1.57M 0.01% +1,386 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: 5,127 shares; 2024Q4: 5,127 shares; 2025Q1: 4,819 shares; 2025Q2: 4,805 shares; 2025Q3: not loaded; 2025Q4: 7,389 shares; 2026Q1: 6,770 shares 6,770 $1.56M 0.01% -619 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,493 shares; 2024Q4: 53,326 shares; 2025Q1: 52,285 shares; 2025Q2: 59,537 shares; 2025Q3: not loaded; 2025Q4: 139,885 shares; 2026Q1: 80,963 shares 80,963 $1.56M 0.01% -58,922 Timeline PZT 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: 85,500 shares; 2024Q4: 92,500 shares; 2025Q1: 76,370 shares; 2025Q2: 70,770 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 70,770 shares 70,770 $1.56M 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 19,454 shares; 2025Q1: 35,603 shares; 2025Q2: 35,146 shares; 2025Q3: not loaded; 2025Q4: 28,739 shares; 2026Q1: 24,757 shares 24,757 $1.55M 0.01% -3,982 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,266 shares; 2024Q4: 38,851 shares; 2025Q1: 38,890 shares; 2025Q2: 36,772 shares; 2025Q3: not loaded; 2025Q4: 55,665 shares; 2026Q1: 47,858 shares 47,858 $1.55M 0.01% -7,807 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: 18,806 shares; 2024Q4: 16,325 shares; 2025Q1: 16,826 shares; 2025Q2: 15,664 shares; 2025Q3: not loaded; 2025Q4: 15,473 shares; 2026Q1: 12,686 shares 12,686 $1.54M 0.01% -2,787 Timeline SCHO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 64,514 shares; 2026Q1: 63,007 shares 63,007 $1.53M 0.01% -1,507 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,919 shares; 2025Q1: 4,106 shares; 2025Q2: 4,178 shares; 2025Q3: not loaded; 2025Q4: 4,414 shares; 2026Q1: 4,258 shares 4,258 $1.52M 0.01% -156 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,614 shares; 2025Q1: 5,766 shares; 2025Q2: 4,245 shares; 2025Q3: not loaded; 2025Q4: 18,979 shares; 2026Q1: 16,431 shares 16,431 $1.52M 0.01% -2,548 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,220 shares; 2024Q4: 16,728 shares; 2025Q1: 17,919 shares; 2025Q2: 10,859 shares; 2025Q3: not loaded; 2025Q4: 18,422 shares; 2026Q1: 20,723 shares 20,723 $1.52M 0.01% +2,301 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: 2,163 shares; 2024Q4: 2,599 shares; 2025Q1: 2,751 shares; 2025Q2: 3,380 shares; 2025Q3: not loaded; 2025Q4: 3,701 shares; 2026Q1: 3,410 shares 3,410 $1.52M 0.01% -291 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,845 shares; 2024Q4: 22,845 shares; 2025Q1: 22,845 shares; 2025Q2: 22,845 shares; 2025Q3: not loaded; 2025Q4: 22,845 shares; 2026Q1: 22,845 shares 22,845 $1.52M 0.01% 0 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 loaded; 2025Q4: 17,325 shares; 2026Q1: 22,449 shares 22,449 $1.51M 0.01% +5,124 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 66,632 shares; 2025Q1: 66,632 shares; 2025Q2: 67,227 shares; 2025Q3: not loaded; 2025Q4: 74,640 shares; 2026Q1: 73,421 shares 73,421 $1.5M 0.01% -1,219 Timeline FDIS 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: 22,609 shares; 2024Q4: 22,056 shares; 2025Q1: 21,347 shares; 2025Q2: 20,229 shares; 2025Q3: not loaded; 2025Q4: 16,318 shares; 2026Q1: 16,069 shares 16,069 $1.5M 0.01% -249 Timeline DON 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: 30,650 shares; 2024Q4: 31,998 shares; 2025Q1: 28,500 shares; 2025Q2: 28,520 shares; 2025Q3: not loaded; 2025Q4: 26,579 shares; 2026Q1: 28,360 shares 28,360 $1.49M 0.01% +1,781 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 22,868 shares; 2025Q1: 20,804 shares; 2025Q2: 23,500 shares; 2025Q3: not loaded; 2025Q4: 23,258 shares; 2026Q1: 22,810 shares 22,810 $1.48M 0.01% -448 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,397 shares; 2024Q4: 18,892 shares; 2025Q1: 17,802 shares; 2025Q2: 17,149 shares; 2025Q3: not loaded; 2025Q4: 15,191 shares; 2026Q1: 13,347 shares 13,347 $1.47M 0.01% -1,844 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,866 shares; 2024Q4: 76,155 shares; 2025Q1: 68,253 shares; 2025Q2: 57,582 shares; 2025Q3: not loaded; 2025Q4: 61,196 shares; 2026Q1: 32,315 shares 32,315 $1.47M 0.01% -28,881 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: 18,754 shares; 2024Q4: 15,816 shares; 2025Q1: 15,174 shares; 2025Q2: 16,381 shares; 2025Q3: not loaded; 2025Q4: 18,485 shares; 2026Q1: 17,815 shares 17,815 $1.46M 0.01% -670 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,868 shares; 2025Q1: 9,877 shares; 2025Q2: 19,274 shares; 2025Q3: not loaded; 2025Q4: 16,804 shares; 2026Q1: 15,150 shares 15,150 $1.41M 0.01% -1,654 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,449 shares; 2025Q1: 7,289 shares; 2025Q2: 17,009 shares; 2025Q3: not loaded; 2025Q4: 20,552 shares; 2026Q1: 21,929 shares 21,929 $1.41M 0.01% +1,377 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 11,965 shares; 2025Q1: 12,824 shares; 2025Q2: 9,571 shares; 2025Q3: not loaded; 2025Q4: 15,858 shares; 2026Q1: 18,781 shares 18,781 $1.4M 0.01% +2,923 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: 4,523 shares; 2024Q4: 4,326 shares; 2025Q1: 4,761 shares; 2025Q2: 4,892 shares; 2025Q3: not loaded; 2025Q4: 12,903 shares; 2026Q1: 8,259 shares 8,259 $1.4M 0.01% -4,644 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 26,413 shares; 2025Q1: 29,073 shares; 2025Q2: 31,044 shares; 2025Q3: not loaded; 2025Q4: 23,690 shares; 2026Q1: 23,963 shares 23,963 $1.38M 0.01% +273 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,084 shares; 2025Q3: not loaded; 2025Q4: 26,702 shares; 2026Q1: 26,009 shares 26,009 $1.35M 0.01% -693 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 8,420 shares; 2025Q1: 8,506 shares; 2025Q2: 9,577 shares; 2025Q3: not loaded; 2025Q4: 10,518 shares; 2026Q1: 12,279 shares 12,279 $1.33M 0.01% +1,761 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,195 shares; 2024Q4: 60,728 shares; 2025Q1: 57,397 shares; 2025Q2: 68,734 shares; 2025Q3: not loaded; 2025Q4: 94,522 shares; 2026Q1: 113,978 shares 113,978 $1.32M 0.01% +19,456 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,988 shares; 2025Q1: 2,923 shares; 2025Q2: 3,429 shares; 2025Q3: not loaded; 2025Q4: 4,753 shares; 2026Q1: 5,702 shares 5,702 $1.31M 0.01% +949 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: 3,493 shares; 2024Q4: 3,742 shares; 2025Q1: 4,404 shares; 2025Q2: 3,973 shares; 2025Q3: not loaded; 2025Q4: 4,383 shares; 2026Q1: 4,417 shares 4,417 $1.31M 0.01% +34 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: 16,465 shares; 2024Q4: 16,385 shares; 2025Q1: 15,721 shares; 2025Q2: 20,094 shares; 2025Q3: not loaded; 2025Q4: 19,116 shares; 2026Q1: 18,438 shares 18,438 $1.3M 0.01% -678 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 13,383 shares; 2025Q1: 13,270 shares; 2025Q2: 13,094 shares; 2025Q3: not loaded; 2025Q4: 18,195 shares; 2026Q1: 9,606 shares 9,606 $1.3M 0.01% -8,589 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: 4,750 shares; 2024Q4: 10,216 shares; 2025Q1: 11,372 shares; 2025Q2: 10,794 shares; 2025Q3: not loaded; 2025Q4: 13,274 shares; 2026Q1: 11,594 shares 11,594 $1.3M 0.01% -1,680 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,201 shares; 2025Q1: 3,508 shares; 2025Q2: 4,667 shares; 2025Q3: not loaded; 2025Q4: 5,335 shares; 2026Q1: 4,380 shares 4,380 $1.28M 0.01% -955 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 77,943 shares; 2025Q1: 37,163 shares; 2025Q2: 20,305 shares; 2025Q3: not loaded; 2025Q4: 19,153 shares; 2026Q1: 15,047 shares 15,047 $1.28M 0.01% -4,106 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 9,068 shares; 2025Q1: 9,828 shares; 2025Q2: 11,243 shares; 2025Q3: not loaded; 2025Q4: 17,764 shares; 2026Q1: 16,768 shares 16,768 $1.27M 0.01% -996 Timeline FOXA FOX CORP More: the full row for FOX 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: 3,730 shares; 2025Q3: not loaded; 2025Q4: 5,090 shares; 2026Q1: 21,545 shares 21,545 $1.26M 0.01% +16,455 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: 16,863 shares; 2024Q4: 16,447 shares; 2025Q1: 12,232 shares; 2025Q2: 15,779 shares; 2025Q3: not loaded; 2025Q4: 16,548 shares; 2026Q1: 21,395 shares 21,395 $1.26M 0.01% +4,847 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,136 shares; 2024Q4: 22,960 shares; 2025Q1: 32,881 shares; 2025Q2: 25,858 shares; 2025Q3: not loaded; 2025Q4: 27,823 shares; 2026Q1: 24,945 shares 24,945 $1.26M 0.01% -2,878 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 5,803 shares; 2025Q3: not loaded; 2025Q4: 17,294 shares; 2026Q1: 17,278 shares 17,278 $1.25M 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,515 shares; 2026Q1: 11,177 shares 11,177 $1.25M 0.01% +662 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,785 shares; 2024Q4: 15,214 shares; 2025Q1: 20,517 shares; 2025Q2: 19,409 shares; 2025Q3: not loaded; 2025Q4: 16,651 shares; 2026Q1: 17,359 shares 17,359 $1.24M 0.01% +708 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 9,545 shares; 2025Q1: 8,441 shares; 2025Q2: 5,053 shares; 2025Q3: not loaded; 2025Q4: 3,365 shares; 2026Q1: 3,108 shares 3,108 $1.24M 0.01% -257 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,165 shares; 2025Q1: 15,542 shares; 2025Q2: 18,076 shares; 2025Q3: not loaded; 2025Q4: 17,957 shares; 2026Q1: 17,348 shares 17,348 $1.23M 0.01% -609 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: 10,265 shares; 2024Q4: 7,256 shares; 2025Q1: 9,675 shares; 2025Q2: 7,213 shares; 2025Q3: not loaded; 2025Q4: 20,880 shares; 2026Q1: 19,686 shares 19,686 $1.23M 0.01% -1,194 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 19,337 shares; 2025Q1: 19,337 shares; 2025Q2: 18,337 shares; 2025Q3: not loaded; 2025Q4: 32,158 shares; 2026Q1: 34,735 shares 34,735 $1.23M 0.01% +2,577 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,618 shares; 2024Q4: 169,764 shares; 2025Q1: 145,855 shares; 2025Q2: 131,034 shares; 2025Q3: not loaded; 2025Q4: 104,090 shares; 2026Q1: 96,927 shares 96,927 $1.23M 0.01% -7,163 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: 10,222 shares; 2024Q4: 9,822 shares; 2025Q1: 10,931 shares; 2025Q2: 37,149 shares; 2025Q3: not loaded; 2025Q4: 16,042 shares; 2026Q1: 15,586 shares 15,586 $1.23M 0.01% -456 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: 3,865 shares; 2024Q4: 3,831 shares; 2025Q1: 4,121 shares; 2025Q2: 3,633 shares; 2025Q3: not loaded; 2025Q4: 4,720 shares; 2026Q1: 5,275 shares 5,275 $1.22M 0.01% +555 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,342 shares; 2024Q4: 20,342 shares; 2025Q1: 20,018 shares; 2025Q2: 12,203 shares; 2025Q3: not loaded; 2025Q4: 11,407 shares; 2026Q1: 11,053 shares 11,053 $1.22M 0.01% -354 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,122 shares; 2026Q1: 3,135 shares 3,135 $1.22M 0.01% +1,013 Timeline PSCD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 11,357 shares; 2025Q3: not loaded; 2025Q4: 11,745 shares; 2026Q1: 11,839 shares 11,839 $1.22M 0.01% +94 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,364 shares; 2024Q4: 34,699 shares; 2025Q1: 38,265 shares; 2025Q2: 37,625 shares; 2025Q3: not loaded; 2025Q4: 36,350 shares; 2026Q1: 13,084 shares 13,084 $1.21M 0.01% -23,266 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,427 shares; 2024Q4: 32,825 shares; 2025Q1: 30,845 shares; 2025Q2: 13,595 shares; 2025Q3: not loaded; 2025Q4: 16,821 shares; 2026Q1: 18,032 shares 18,032 $1.2M 0.01% +1,211 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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 loaded; 2025Q4: 12,263 shares; 2026Q1: 12,096 shares 12,096 $1.2M 0.01% -167 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: 2,450 shares; 2024Q4: 2,148 shares; 2025Q1: 2,782 shares; 2025Q2: 2,485 shares; 2025Q3: not loaded; 2025Q4: 7,620 shares; 2026Q1: 9,475 shares 9,475 $1.2M 0.01% +1,855 Timeline XNTK 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: 5,379 shares; 2025Q1: 5,066 shares; 2025Q2: 4,646 shares; 2025Q3: not loaded; 2025Q4: 4,671 shares; 2026Q1: 4,676 shares 4,676 $1.19M 0.01% +5 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 17,509 shares; 2025Q1: 19,250 shares; 2025Q2: 20,120 shares; 2025Q3: not loaded; 2025Q4: 25,517 shares; 2026Q1: 26,006 shares 26,006 $1.19M 0.01% +489 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 1,980 shares; 2025Q1: 1,942 shares; 2025Q2: 4,412 shares; 2025Q3: not loaded; 2025Q4: 5,617 shares; 2026Q1: 2,113 shares 2,113 $1.19M 0.01% -3,504 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 10,684 shares; 2025Q1: 11,215 shares; 2025Q2: 10,022 shares; 2025Q3: not loaded; 2025Q4: 8,910 shares; 2026Q1: 9,058 shares 9,058 $1.19M 0.01% +148 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,912 shares; 2025Q1: 4,021 shares; 2025Q2: 4,358 shares; 2025Q3: not loaded; 2025Q4: 4,011 shares; 2026Q1: 3,901 shares 3,901 $1.19M 0.01% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,346 shares 12,346 $1.19M 0.01% new 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: 6,444 shares; 2024Q4: 2,271 shares; 2025Q1: 2,451 shares; 2025Q2: 4,344 shares; 2025Q3: not loaded; 2025Q4: 6,256 shares; 2026Q1: 5,727 shares 5,727 $1.18M 0.01% -529 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 17,889 shares; 2025Q1: 19,359 shares; 2025Q2: 22,129 shares; 2025Q3: not loaded; 2025Q4: 18,357 shares; 2026Q1: 16,171 shares 16,171 $1.18M 0.01% -2,186 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,010 shares; 2024Q4: 44,502 shares; 2025Q1: 49,996 shares; 2025Q2: 52,884 shares; 2025Q3: not loaded; 2025Q4: 53,087 shares; 2026Q1: 45,042 shares 45,042 $1.18M 0.01% -8,045 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 6,345 shares; 2025Q1: 7,840 shares; 2025Q2: 7,939 shares; 2025Q3: not loaded; 2025Q4: 8,001 shares; 2026Q1: 9,059 shares 9,059 $1.18M 0.01% +1,058 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 20,430 shares; 2025Q3: not loaded; 2025Q4: 14,731 shares; 2026Q1: 6,193 shares 6,193 $1.18M 0.01% -8,538 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: 5,216 shares; 2024Q4: 4,675 shares; 2025Q1: 4,782 shares; 2025Q2: 11,043 shares; 2025Q3: not loaded; 2025Q4: 12,486 shares; 2026Q1: 13,518 shares 13,518 $1.17M 0.01% +1,032 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 11,293 shares; 2025Q1: 11,020 shares; 2025Q2: 11,401 shares; 2025Q3: not loaded; 2025Q4: 22,506 shares; 2026Q1: 17,929 shares 17,929 $1.17M 0.01% -4,577 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: 6,864 shares; 2024Q4: 7,003 shares; 2025Q1: 6,898 shares; 2025Q2: 18,115 shares; 2025Q3: not loaded; 2025Q4: 17,210 shares; 2026Q1: 17,211 shares 17,211 $1.16M 0.01% +1 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: 9,571 shares; 2024Q4: 9,516 shares; 2025Q1: 9,448 shares; 2025Q2: 9,903 shares; 2025Q3: not loaded; 2025Q4: 10,716 shares; 2026Q1: 10,197 shares 10,197 $1.16M 0.01% -519 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,191 shares; 2025Q1: 13,636 shares; 2025Q2: 16,246 shares; 2025Q3: not loaded; 2025Q4: 16,492 shares; 2026Q1: 14,797 shares 14,797 $1.16M 0.01% -1,695 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,243 shares; 2025Q1: 2,235 shares; 2025Q2: 2,230 shares; 2025Q3: not loaded; 2025Q4: 2,055 shares; 2026Q1: 2,152 shares 2,152 $1.16M 0.01% +97 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: 2,041 shares; 2024Q4: 2,111 shares; 2025Q1: 2,911 shares; 2025Q2: 2,992 shares; 2025Q3: not loaded; 2025Q4: 3,598 shares; 2026Q1: 2,924 shares 2,924 $1.16M 0.01% -674 Timeline XSD 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: 3,560 shares; 2024Q4: 3,936 shares; 2025Q1: 3,698 shares; 2025Q2: 3,335 shares; 2025Q3: not loaded; 2025Q4: 3,748 shares; 2026Q1: 3,533 shares 3,533 $1.15M 0.01% -215 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: 7,917 shares; 2024Q4: 7,801 shares; 2025Q1: 8,205 shares; 2025Q2: 8,327 shares; 2025Q3: not loaded; 2025Q4: 10,002 shares; 2026Q1: 8,385 shares 8,385 $1.15M 0.01% -1,617 Timeline FENY 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: 29,707 shares; 2024Q4: 29,753 shares; 2025Q1: 29,557 shares; 2025Q2: 29,610 shares; 2025Q3: not loaded; 2025Q4: 34,344 shares; 2026Q1: 33,800 shares 33,800 $1.15M 0.01% -544 Timeline MLPA 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 loaded; 2025Q4: 21,319 shares; 2026Q1: 21,319 shares 21,319 $1.15M 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,920 shares; 2024Q4: 79,099 shares; 2025Q1: 57,707 shares; 2025Q2: 46,107 shares; 2025Q3: not loaded; 2025Q4: 50,071 shares; 2026Q1: 65,232 shares 65,232 $1.15M 0.01% +15,161 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: 160,589 shares; 2024Q4: 153,543 shares; 2025Q1: 166,100 shares; 2025Q2: 167,411 shares; 2025Q3: not loaded; 2025Q4: 18,448 shares; 2026Q1: 9,524 shares 9,524 $1.14M 0.01% -8,924 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: 9,982 shares; 2024Q4: 10,491 shares; 2025Q1: 10,223 shares; 2025Q2: 10,221 shares; 2025Q3: not loaded; 2025Q4: 13,091 shares; 2026Q1: 12,515 shares 12,515 $1.13M 0.01% -576 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,188 shares; 2025Q3: not loaded; 2025Q4: 25,820 shares; 2026Q1: 26,428 shares 26,428 $1.12M 0.01% +608 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 29,351 shares; 2025Q1: 28,143 shares; 2025Q2: 30,045 shares; 2025Q3: not loaded; 2025Q4: 40,500 shares; 2026Q1: 40,774 shares 40,774 $1.12M 0.01% +274 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 9,504 shares; 2025Q1: 9,608 shares; 2025Q2: 10,046 shares; 2025Q3: not loaded; 2025Q4: 10,161 shares; 2026Q1: 10,452 shares 10,452 $1.12M 0.01% +291 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: 1,467 shares; 2024Q4: 1,246 shares; 2025Q1: 1,033 shares; 2025Q2: 2,242 shares; 2025Q3: not loaded; 2025Q4: 1,636 shares; 2026Q1: 1,444 shares 1,444 $1.12M 0.01% -192 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: not loaded; 2025Q4: 34,463 shares; 2026Q1: 33,600 shares 33,600 $1.11M 0.01% -863 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,689 shares; 2025Q1: 8,578 shares; 2025Q2: 8,632 shares; 2025Q3: not loaded; 2025Q4: 9,986 shares; 2026Q1: 5,410 shares 5,410 $1.1M 0.01% -4,576 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,242 shares; 2025Q2: 6,884 shares; 2025Q3: not loaded; 2025Q4: 16,089 shares; 2026Q1: 15,901 shares 15,901 $1.1M 0.01% -188 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: 26,513 shares; 2024Q4: 24,674 shares; 2025Q1: 34,192 shares; 2025Q2: 41,933 shares; 2025Q3: not loaded; 2025Q4: 35,551 shares; 2026Q1: 30,927 shares 30,927 $1.09M 0.01% -4,624 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 23,818 shares; 2025Q1: 19,138 shares; 2025Q2: 18,706 shares; 2025Q3: not loaded; 2025Q4: 17,736 shares; 2026Q1: 19,646 shares 19,646 $1.08M 0.01% +1,910 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 loaded; 2025Q4: not reported; 2026Q1: 33,296 shares 33,296 $1.07M 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,608 shares; 2025Q1: 1,603 shares; 2025Q2: 8,370 shares; 2025Q3: not loaded; 2025Q4: 6,089 shares; 2026Q1: 5,416 shares 5,416 $1.07M 0.01% -673 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,296 shares; 2025Q1: 6,304 shares; 2025Q2: 6,124 shares; 2025Q3: not loaded; 2025Q4: 918 shares; 2026Q1: 911 shares 911 $1.06M 0.01% -7 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: 10,709 shares; 2024Q4: 9,200 shares; 2025Q1: 8,511 shares; 2025Q2: 20,314 shares; 2025Q3: not loaded; 2025Q4: 22,111 shares; 2026Q1: 22,736 shares 22,736 $1.05M 0.01% +625 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 186,497 shares; 2026Q1: 34,218 shares 34,218 $1.05M 0.01% -152,279 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,042 shares; 2025Q1: 1,901 shares; 2025Q2: 2,611 shares; 2025Q3: not loaded; 2025Q4: 1,774 shares; 2026Q1: 2,412 shares 2,412 $1.05M 0.01% +638 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: 16,355 shares; 2024Q4: 16,263 shares; 2025Q1: 16,632 shares; 2025Q2: 15,494 shares; 2025Q3: not loaded; 2025Q4: 20,058 shares; 2026Q1: 16,295 shares 16,295 $1.05M 0.01% -3,763 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: 3,303 shares; 2025Q2: 4,481 shares; 2025Q3: not loaded; 2025Q4: 5,689 shares; 2026Q1: 5,522 shares 5,522 $1.04M 0.01% -167 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: 2,030 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 35,235 shares; 2026Q1: 20,638 shares 20,638 $1.03M 0.01% -14,597 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: 3,150 shares; 2024Q4: 3,172 shares; 2025Q1: 2,824 shares; 2025Q2: 3,700 shares; 2025Q3: not loaded; 2025Q4: 3,612 shares; 2026Q1: 7,022 shares 7,022 $1.03M 0.01% +3,410 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 586 shares; 2025Q1: 589 shares; 2025Q2: 5,628 shares; 2025Q3: not loaded; 2025Q4: 5,560 shares; 2026Q1: 5,329 shares 5,329 $1.02M 0.01% -231 Timeline GEM 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: 29,505 shares; 2024Q4: 27,553 shares; 2025Q1: 22,121 shares; 2025Q2: 22,118 shares; 2025Q3: not loaded; 2025Q4: 24,649 shares; 2026Q1: 23,564 shares 23,564 $1.02M 0.01% -1,085 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,667 shares; 2025Q1: 6,531 shares; 2025Q2: 6,350 shares; 2025Q3: not loaded; 2025Q4: 8,548 shares; 2026Q1: 10,812 shares 10,812 $1.02M 0.01% +2,264 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 24,972 shares; 2026Q1: 13,355 shares 13,355 $1.02M 0.01% -11,617 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: 31,947 shares; 2024Q4: 30,142 shares; 2025Q1: 27,235 shares; 2025Q2: 30,173 shares; 2025Q3: not loaded; 2025Q4: 21,750 shares; 2026Q1: 20,181 shares 20,181 $1.02M <0.01% -1,569 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,301 shares; 2025Q1: 6,322 shares; 2025Q2: 6,618 shares; 2025Q3: not loaded; 2025Q4: 8,201 shares; 2026Q1: 8,508 shares 8,508 $1.01M <0.01% +307 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 6,559 shares; 2025Q1: 6,661 shares; 2025Q2: 9,526 shares; 2025Q3: not loaded; 2025Q4: 9,417 shares; 2026Q1: 8,474 shares 8,474 $1.01M <0.01% -943 Timeline IBHG 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: 4,551 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: not loaded; 2025Q4: 39,324 shares; 2026Q1: 45,390 shares 45,390 $1M <0.01% +6,066 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: 5,279 shares; 2024Q4: 3,163 shares; 2025Q1: 2,957 shares; 2025Q2: 2,307 shares; 2025Q3: not loaded; 2025Q4: 3,854 shares; 2026Q1: 3,185 shares 3,185 $1M <0.01% -669 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,931 shares; 2025Q1: 3,797 shares; 2025Q2: 4,443 shares; 2025Q3: not loaded; 2025Q4: 4,065 shares; 2026Q1: 3,600 shares 3,600 $1M <0.01% -465 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,705 shares; 2025Q1: 9,257 shares; 2025Q2: 9,260 shares; 2025Q3: not loaded; 2025Q4: 11,921 shares; 2026Q1: 11,722 shares 11,722 $995K <0.01% -199 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,185 shares; 2025Q1: 6,693 shares; 2025Q2: 9,698 shares; 2025Q3: not loaded; 2025Q4: 7,165 shares; 2026Q1: 8,538 shares 8,538 $988K <0.01% +1,373 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: not loaded; 2025Q4: 13,862 shares; 2026Q1: 13,625 shares 13,625 $987K <0.01% -237 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 26,028 shares; 2026Q1: 47,047 shares 47,047 $977K <0.01% +21,019 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: 908 shares; 2024Q4: 951 shares; 2025Q1: 964 shares; 2025Q2: 916 shares; 2025Q3: not loaded; 2025Q4: 1,437 shares; 2026Q1: 1,434 shares 1,434 $977K <0.01% -3 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,183 shares; 2025Q3: not loaded; 2025Q4: 27,518 shares; 2026Q1: 26,605 shares 26,605 $964K <0.01% -913 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: 8,549 shares; 2024Q4: 12,637 shares; 2025Q1: 9,499 shares; 2025Q2: 10,080 shares; 2025Q3: not loaded; 2025Q4: 13,149 shares; 2026Q1: 14,090 shares 14,090 $958K <0.01% +941 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 3,758 shares; 2025Q3: not loaded; 2025Q4: 4,308 shares; 2026Q1: 3,940 shares 3,940 $946K <0.01% -368 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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 loaded; 2025Q4: 32,822 shares; 2026Q1: 54,418 shares 54,418 $943K <0.01% +21,596 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: 4,775 shares; 2024Q4: 6,036 shares; 2025Q1: 6,007 shares; 2025Q2: 606,588 shares; 2025Q3: not loaded; 2025Q4: 23,007 shares; 2026Q1: 23,677 shares 23,677 $940K <0.01% +670 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 13,194 shares; 2025Q1: 19,764 shares; 2025Q2: 19,354 shares; 2025Q3: not loaded; 2025Q4: 22,879 shares; 2026Q1: 21,824 shares 21,824 $936K <0.01% -1,055 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 4,031 shares; 2025Q1: 3,622 shares; 2025Q2: 3,237 shares; 2025Q3: not loaded; 2025Q4: 5,616 shares; 2026Q1: 4,157 shares 4,157 $934K <0.01% -1,459 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,797 shares; 2024Q4: 17,416 shares; 2025Q1: 14,936 shares; 2025Q2: 17,146 shares; 2025Q3: not loaded; 2025Q4: 11,863 shares; 2026Q1: 9,113 shares 9,113 $931K <0.01% -2,750 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 3,332 shares; 2025Q1: 5,644 shares; 2025Q2: 5,739 shares; 2025Q3: not loaded; 2025Q4: 6,267 shares; 2026Q1: 6,410 shares 6,410 $927K <0.01% +143 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: 7,942 shares; 2024Q4: 8,502 shares; 2025Q1: 7,939 shares; 2025Q2: 6,643 shares; 2025Q3: not loaded; 2025Q4: 13,261 shares; 2026Q1: 9,291 shares 9,291 $924K <0.01% -3,970 Timeline TCBS TEXAS COMMUNITY BANCSHARES I More: the full row for TEXAS COMMUNITY BANCSHARES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 52,677 shares 52,677 $922K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,248 shares; 2025Q1: 3,055 shares; 2025Q2: 3,591 shares; 2025Q3: not loaded; 2025Q4: 3,683 shares; 2026Q1: 3,403 shares 3,403 $922K <0.01% -280 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 5,432 shares; 2025Q3: not loaded; 2025Q4: 8,554 shares; 2026Q1: 7,755 shares 7,755 $921K <0.01% -799 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,698 shares; 2025Q1: 14,092 shares; 2025Q2: 22,016 shares; 2025Q3: not loaded; 2025Q4: 21,507 shares; 2026Q1: 19,563 shares 19,563 $919K <0.01% -1,944 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,256 shares; 2026Q1: 4,319 shares 4,319 $915K <0.01% +63 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: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,940 shares; 2025Q3: not loaded; 2025Q4: 4,668 shares; 2026Q1: 4,940 shares 4,940 $914K <0.01% +272 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 26,808 shares; 2026Q1: 20,068 shares 20,068 $910K <0.01% -6,740 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 14,246 shares; 2025Q1: 16,626 shares; 2025Q2: 21,769 shares; 2025Q3: not loaded; 2025Q4: 21,844 shares; 2026Q1: 19,487 shares 19,487 $896K <0.01% -2,357 Timeline MDYG 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: 10,948 shares; 2024Q4: 7,711 shares; 2025Q1: 7,576 shares; 2025Q2: 7,573 shares; 2025Q3: not loaded; 2025Q4: 12,420 shares; 2026Q1: 9,295 shares 9,295 $892K <0.01% -3,125 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 9,639 shares; 2025Q1: 9,223 shares; 2025Q2: 9,223 shares; 2025Q3: not loaded; 2025Q4: 9,085 shares; 2026Q1: 9,044 shares 9,044 $891K <0.01% -41 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: 2,887 shares; 2024Q4: 2,746 shares; 2025Q1: 2,906 shares; 2025Q2: 2,974 shares; 2025Q3: not loaded; 2025Q4: 4,413 shares; 2026Q1: 3,707 shares 3,707 $887K <0.01% -706 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: 10,739 shares; 2024Q4: 9,803 shares; 2025Q1: 9,872 shares; 2025Q2: 10,337 shares; 2025Q3: not loaded; 2025Q4: 12,783 shares; 2026Q1: 11,083 shares 11,083 $887K <0.01% -1,700 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,028 shares; 2024Q4: 21,028 shares; 2025Q1: 20,523 shares; 2025Q2: 10,404 shares; 2025Q3: not loaded; 2025Q4: 10,239 shares; 2026Q1: 10,239 shares 10,239 $884K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 11,680 shares; 2025Q1: 18,515 shares; 2025Q2: 12,050 shares; 2025Q3: not loaded; 2025Q4: 22,284 shares; 2026Q1: 22,628 shares 22,628 $882K <0.01% +344 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: not loaded; 2025Q4: 195 shares; 2026Q1: 261 shares 261 $881K <0.01% +66 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 10,294 shares; 2025Q1: 12,226 shares; 2025Q2: 12,181 shares; 2025Q3: not loaded; 2025Q4: 12,085 shares; 2026Q1: 11,386 shares 11,386 $879K <0.01% -699 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,823 shares; 2025Q1: 4,167 shares; 2025Q2: 4,853 shares; 2025Q3: not loaded; 2025Q4: 7,782 shares; 2026Q1: 7,487 shares 7,487 $876K <0.01% -295 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,429 shares; 2025Q1: 1,534 shares; 2025Q2: 3,228 shares; 2025Q3: not loaded; 2025Q4: 3,640 shares; 2026Q1: 4,777 shares 4,777 $871K <0.01% +1,137 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: 5,906 shares; 2024Q4: 5,872 shares; 2025Q1: 6,184 shares; 2025Q2: 7,047 shares; 2025Q3: not loaded; 2025Q4: 7,081 shares; 2026Q1: 6,870 shares 6,870 $870K <0.01% -211 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: 45,313 shares; 2024Q4: 34,082 shares; 2025Q1: 32,815 shares; 2025Q2: 32,415 shares; 2025Q3: not loaded; 2025Q4: 32,622 shares; 2026Q1: 27,128 shares 27,128 $868K <0.01% -5,494 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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 loaded; 2025Q4: 11,110 shares; 2026Q1: 9,535 shares 9,535 $867K <0.01% -1,575 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: 3,758 shares; 2024Q4: 2,550 shares; 2025Q1: 2,265 shares; 2025Q2: 3,707 shares; 2025Q3: not loaded; 2025Q4: 4,221 shares; 2026Q1: 4,936 shares 4,936 $867K <0.01% +715 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: 11,863 shares; 2025Q3: not loaded; 2025Q4: 14,825 shares; 2026Q1: 13,061 shares 13,061 $866K <0.01% -1,764 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,670 shares; 2024Q4: 35,739 shares; 2025Q1: 37,527 shares; 2025Q2: 38,676 shares; 2025Q3: not loaded; 2025Q4: 41,886 shares; 2026Q1: 36,260 shares 36,260 $863K <0.01% -5,626 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: 6,787 shares; 2024Q4: 7,642 shares; 2025Q1: 11,088 shares; 2025Q2: 12,206 shares; 2025Q3: not loaded; 2025Q4: 10,221 shares; 2026Q1: 8,826 shares 8,826 $862K <0.01% -1,395 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 11,133 shares; 2025Q3: not loaded; 2025Q4: 10,278 shares; 2026Q1: 10,452 shares 10,452 $859K <0.01% +174 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 14,871 shares; 2026Q1: 15,043 shares 15,043 $857K <0.01% +172 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 loaded; 2025Q4: 9,944 shares; 2026Q1: 7,426 shares 7,426 $857K <0.01% -2,518 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,951 shares; 2024Q4: 13,425 shares; 2025Q1: 13,081 shares; 2025Q2: 14,022 shares; 2025Q3: not loaded; 2025Q4: 19,386 shares; 2026Q1: 20,383 shares 20,383 $857K <0.01% +997 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 16,723 shares; 2025Q1: 16,731 shares; 2025Q2: 17,736 shares; 2025Q3: not loaded; 2025Q4: 16,401 shares; 2026Q1: 16,127 shares 16,127 $855K <0.01% -274 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: 12,005 shares; 2024Q4: 10,170 shares; 2025Q1: 9,759 shares; 2025Q2: 26,164 shares; 2025Q3: not loaded; 2025Q4: 18,304 shares; 2026Q1: 17,694 shares 17,694 $852K <0.01% -610 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: 75,566 shares; 2024Q4: 58,105 shares; 2025Q1: 46,897 shares; 2025Q2: 47,637 shares; 2025Q3: not loaded; 2025Q4: 37,248 shares; 2026Q1: 23,003 shares 23,003 $845K <0.01% -14,245 Timeline ESGE 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: 75,092 shares; 2024Q4: 46,104 shares; 2025Q1: 38,066 shares; 2025Q2: 21,772 shares; 2025Q3: not loaded; 2025Q4: 18,293 shares; 2026Q1: 18,591 shares 18,591 $845K <0.01% +298 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,646 shares; 2025Q1: 7,649 shares; 2025Q2: 9,628 shares; 2025Q3: not loaded; 2025Q4: 10,136 shares; 2026Q1: 9,041 shares 9,041 $845K <0.01% -1,095 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 7,894 shares; 2025Q3: not loaded; 2025Q4: 8,101 shares; 2026Q1: 11,793 shares 11,793 $844K <0.01% +3,692 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,939 shares; 2025Q1: 2,369 shares; 2025Q2: 2,686 shares; 2025Q3: not loaded; 2025Q4: 4,393 shares; 2026Q1: 4,040 shares 4,040 $844K <0.01% -353 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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 loaded; 2025Q4: 757 shares; 2026Q1: 2,067 shares 2,067 $842K <0.01% +1,310 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: 3,476 shares; 2024Q4: 3,546 shares; 2025Q1: 3,742 shares; 2025Q2: 4,055 shares; 2025Q3: not loaded; 2025Q4: 3,642 shares; 2026Q1: 3,366 shares 3,366 $841K <0.01% -276 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,780 shares; 2025Q2: 2,713 shares; 2025Q3: not loaded; 2025Q4: 3,922 shares; 2026Q1: 4,141 shares 4,141 $841K <0.01% +219 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,360 shares; 2026Q1: 16,970 shares 16,970 $840K <0.01% +8,610 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: 9,225 shares; 2024Q4: 48,873 shares; 2025Q1: 46,112 shares; 2025Q2: 47,521 shares; 2025Q3: not loaded; 2025Q4: 44,842 shares; 2026Q1: 40,457 shares 40,457 $837K <0.01% -4,385 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 8,833 shares; 2025Q1: 14,533 shares; 2025Q2: 13,583 shares; 2025Q3: not loaded; 2025Q4: 13,372 shares; 2026Q1: 14,104 shares 14,104 $837K <0.01% +732 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: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,306 shares; 2025Q3: not loaded; 2025Q4: 2,337 shares; 2026Q1: 4,184 shares 4,184 $837K <0.01% +1,847 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,547 shares; 2025Q1: 1,375 shares; 2025Q2: 1,140 shares; 2025Q3: not loaded; 2025Q4: 6,247 shares; 2026Q1: 6,664 shares 6,664 $834K <0.01% +417 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,104 shares; 2024Q4: 9,489 shares; 2025Q1: 9,416 shares; 2025Q2: 10,114 shares; 2025Q3: not loaded; 2025Q4: 13,793 shares; 2026Q1: 14,407 shares 14,407 $833K <0.01% +614 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,196 shares; 2025Q1: 1,195 shares; 2025Q2: 1,633 shares; 2025Q3: not loaded; 2025Q4: 2,240 shares; 2026Q1: 2,042 shares 2,042 $832K <0.01% -198 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 6,882 shares; 2025Q3: not loaded; 2025Q4: 6,363 shares; 2026Q1: 5,120 shares 5,120 $832K <0.01% -1,243 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,850 shares; 2024Q4: 43,623 shares; 2025Q1: 43,640 shares; 2025Q2: 45,315 shares; 2025Q3: not loaded; 2025Q4: 28,904 shares; 2026Q1: 31,409 shares 31,409 $830K <0.01% +2,505 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 7,633 shares; 2025Q3: not loaded; 2025Q4: 5,059 shares; 2026Q1: 4,908 shares 4,908 $828K <0.01% -151 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,770 shares; 2025Q1: 8,235 shares; 2025Q2: 22,412 shares; 2025Q3: not loaded; 2025Q4: 12,634 shares; 2026Q1: 11,581 shares 11,581 $820K <0.01% -1,053 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 13,510 shares; 2025Q1: 17,905 shares; 2025Q2: 18,955 shares; 2025Q3: not loaded; 2025Q4: 17,765 shares; 2026Q1: 18,648 shares 18,648 $820K <0.01% +883 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: not loaded; 2025Q4: 3,157 shares; 2026Q1: 3,542 shares 3,542 $809K <0.01% +385 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 4,682 shares; 2025Q1: 4,180 shares; 2025Q2: 4,315 shares; 2025Q3: not loaded; 2025Q4: 4,217 shares; 2026Q1: 4,064 shares 4,064 $805K <0.01% -153 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 7,524 shares; 2025Q1: 7,405 shares; 2025Q2: 7,914 shares; 2025Q3: not loaded; 2025Q4: 7,695 shares; 2026Q1: 6,630 shares 6,630 $801K <0.01% -1,065 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,466 shares; 2025Q2: 3,620 shares; 2025Q3: not loaded; 2025Q4: 4,384 shares; 2026Q1: 3,452 shares 3,452 $793K <0.01% -932 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 44,623 shares; 2026Q1: 49,983 shares 49,983 $791K <0.01% +5,360 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,679 shares; 2025Q1: 4,652 shares; 2025Q2: 5,617 shares; 2025Q3: not loaded; 2025Q4: 15,457 shares; 2026Q1: 6,285 shares 6,285 $788K <0.01% -9,172 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,435 shares; 2025Q1: 1,394 shares; 2025Q2: 1,026 shares; 2025Q3: not loaded; 2025Q4: 1,711 shares; 2026Q1: 2,074 shares 2,074 $788K <0.01% +363 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: 6,908 shares; 2024Q4: 7,692 shares; 2025Q1: 7,269 shares; 2025Q2: 6,348 shares; 2025Q3: not loaded; 2025Q4: 9,625 shares; 2026Q1: 10,421 shares 10,421 $785K <0.01% +796 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,583 shares; 2024Q4: 24,583 shares; 2025Q1: 24,222 shares; 2025Q2: 13,764 shares; 2025Q3: not loaded; 2025Q4: 13,514 shares; 2026Q1: 13,514 shares 13,514 $785K <0.01% 0 Timeline SMOT 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: 65,350 shares; 2024Q4: 62,950 shares; 2025Q1: 62,950 shares; 2025Q2: 29,375 shares; 2025Q3: not loaded; 2025Q4: 27,265 shares; 2026Q1: 22,215 shares 22,215 $782K <0.01% -5,050 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,019 shares; 2025Q1: 13,651 shares; 2025Q2: 55,878 shares; 2025Q3: not loaded; 2025Q4: 11,694 shares; 2026Q1: 7,727 shares 7,727 $778K <0.01% -3,967 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,562 shares; 2025Q1: 12,714 shares; 2025Q2: 11,461 shares; 2025Q3: not loaded; 2025Q4: 16,360 shares; 2026Q1: 14,308 shares 14,308 $776K <0.01% -2,052 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: 4,381 shares; 2024Q4: 4,412 shares; 2025Q1: 4,163 shares; 2025Q2: 4,068 shares; 2025Q3: not loaded; 2025Q4: 4,539 shares; 2026Q1: 4,483 shares 4,483 $774K <0.01% -56 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,782 shares; 2025Q2: 4,516 shares; 2025Q3: not loaded; 2025Q4: 3,793 shares; 2026Q1: 3,937 shares 3,937 $769K <0.01% +144 Timeline DRLL 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: 20,103 shares; 2024Q4: 19,082 shares; 2025Q1: 19,082 shares; 2025Q2: 19,251 shares; 2025Q3: not loaded; 2025Q4: 19,082 shares; 2026Q1: 19,391 shares 19,391 $765K <0.01% +309 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: 10,640 shares; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 19,755 shares; 2025Q3: not loaded; 2025Q4: 19,229 shares; 2026Q1: 14,654 shares 14,654 $765K <0.01% -4,575 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: 3,480 shares; 2024Q4: 3,312 shares; 2025Q1: 3,322 shares; 2025Q2: 6,577 shares; 2025Q3: not loaded; 2025Q4: 7,850 shares; 2026Q1: 6,015 shares 6,015 $761K <0.01% -1,835 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: 17,093 shares; 2024Q4: 17,901 shares; 2025Q1: 17,645 shares; 2025Q2: 18,802 shares; 2025Q3: not loaded; 2025Q4: 10,162 shares; 2026Q1: 12,597 shares 12,597 $760K <0.01% +2,435 Timeline PFM 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: 10,515 shares; 2024Q4: 9,071 shares; 2025Q1: 9,071 shares; 2025Q2: 7,631 shares; 2025Q3: not loaded; 2025Q4: 14,996 shares; 2026Q1: 14,832 shares 14,832 $758K <0.01% -164 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 13,677 shares; 2025Q1: 14,118 shares; 2025Q2: 14,070 shares; 2025Q3: not loaded; 2025Q4: 10,329 shares; 2026Q1: 10,839 shares 10,839 $758K <0.01% +510 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,340 shares; 2025Q3: not loaded; 2025Q4: 11,701 shares; 2026Q1: 9,256 shares 9,256 $757K <0.01% -2,445 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,896 shares; 2024Q4: 22,889 shares; 2025Q1: 25,721 shares; 2025Q2: 25,554 shares; 2025Q3: not loaded; 2025Q4: 26,225 shares; 2026Q1: 21,267 shares 21,267 $754K <0.01% -4,958 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,465 shares; 2025Q2: 11,029 shares; 2025Q3: not loaded; 2025Q4: 11,656 shares; 2026Q1: 11,834 shares 11,834 $752K <0.01% +178 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,197 shares; 2025Q2: 9,402 shares; 2025Q3: not loaded; 2025Q4: 9,477 shares; 2026Q1: 44,431 shares 44,431 $752K <0.01% +34,954 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: 2,897 shares; 2024Q4: 2,586 shares; 2025Q1: 2,385 shares; 2025Q2: 2,805 shares; 2025Q3: not loaded; 2025Q4: 3,339 shares; 2026Q1: 3,644 shares 3,644 $751K <0.01% +305 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,219 shares; 2025Q1: 9,219 shares; 2025Q2: 9,110 shares; 2025Q3: not loaded; 2025Q4: 9,893 shares; 2026Q1: 15,840 shares 15,840 $749K <0.01% +5,947 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,190 shares; 2025Q2: 1,312 shares; 2025Q3: not loaded; 2025Q4: 2,349 shares; 2026Q1: 2,605 shares 2,605 $747K <0.01% +256 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,695 shares; 2024Q4: 12,738 shares; 2025Q1: 12,711 shares; 2025Q2: 11,040 shares; 2025Q3: not loaded; 2025Q4: 13,855 shares; 2026Q1: 12,962 shares 12,962 $747K <0.01% -893 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 15,975 shares; 2025Q1: 15,391 shares; 2025Q2: 15,380 shares; 2025Q3: not loaded; 2025Q4: 9,793 shares; 2026Q1: 12,016 shares 12,016 $743K <0.01% +2,223 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: 4,533 shares; 2024Q4: 4,703 shares; 2025Q1: 4,766 shares; 2025Q2: 4,993 shares; 2025Q3: not loaded; 2025Q4: 3,221 shares; 2026Q1: 4,111 shares 4,111 $741K <0.01% +890 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,007 shares; 2025Q1: 42,754 shares; 2025Q2: 42,754 shares; 2025Q3: not loaded; 2025Q4: 48,709 shares; 2026Q1: 39,619 shares 39,619 $739K <0.01% -9,090 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,533 shares; 2025Q1: 5,186 shares; 2025Q2: 5,379 shares; 2025Q3: not loaded; 2025Q4: 6,108 shares; 2026Q1: 5,762 shares 5,762 $736K <0.01% -346 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,304 shares; 2024Q4: 45,304 shares; 2025Q1: 45,304 shares; 2025Q2: 45,304 shares; 2025Q3: not loaded; 2025Q4: 43,632 shares; 2026Q1: 32,304 shares 32,304 $733K <0.01% -11,328 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,618 shares; 2025Q1: 3,644 shares; 2025Q2: 3,985 shares; 2025Q3: not loaded; 2025Q4: 3,961 shares; 2026Q1: 3,961 shares 3,961 $732K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: not loaded; 2025Q4: 1,964 shares; 2026Q1: 1,869 shares 1,869 $732K <0.01% -95 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: 16,070 shares; 2024Q4: 16,141 shares; 2025Q1: 16,010 shares; 2025Q2: 20,223 shares; 2025Q3: not loaded; 2025Q4: 20,026 shares; 2026Q1: 15,731 shares 15,731 $731K <0.01% -4,295 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 15,818 shares; 2025Q1: 15,047 shares; 2025Q2: 7,856 shares; 2025Q3: not loaded; 2025Q4: 7,694 shares; 2026Q1: 7,694 shares 7,694 $726K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,710 shares; 2025Q1: 7,696 shares; 2025Q2: 11,877 shares; 2025Q3: not loaded; 2025Q4: 28,076 shares; 2026Q1: 27,558 shares 27,558 $726K <0.01% -518 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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 loaded; 2025Q4: not reported; 2026Q1: 4,428 shares 4,428 $723K <0.01% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 43,156 shares; 2025Q3: not loaded; 2025Q4: 6,523 shares; 2026Q1: 15,361 shares 15,361 $723K <0.01% +8,838 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 3,394 shares; 2025Q3: not loaded; 2025Q4: 6,950 shares; 2026Q1: 8,393 shares 8,393 $723K <0.01% +1,443 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,288 shares; 2025Q1: 6,557 shares; 2025Q2: 7,883 shares; 2025Q3: not loaded; 2025Q4: 9,772 shares; 2026Q1: 9,603 shares 9,603 $723K <0.01% -169 Timeline STIP 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: 10,083 shares; 2024Q4: 9,495 shares; 2025Q1: 5,639 shares; 2025Q2: 9,805 shares; 2025Q3: not loaded; 2025Q4: 3,834 shares; 2026Q1: 6,980 shares 6,980 $722K <0.01% +3,146 Timeline IDEV 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: 17,248 shares; 2024Q4: 12,925 shares; 2025Q1: 13,383 shares; 2025Q2: 20,046 shares; 2025Q3: not loaded; 2025Q4: 8,862 shares; 2026Q1: 8,628 shares 8,628 $721K <0.01% -234 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,781 shares; 2024Q4: 34,380 shares; 2025Q1: 36,115 shares; 2025Q2: 39,945 shares; 2025Q3: not loaded; 2025Q4: 47,424 shares; 2026Q1: 37,266 shares 37,266 $716K <0.01% -10,158 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: 2,830 shares; 2024Q4: 2,920 shares; 2025Q1: 2,611 shares; 2025Q2: 10,906 shares; 2025Q3: not loaded; 2025Q4: 8,370 shares; 2026Q1: 7,657 shares 7,657 $715K <0.01% -713 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,688 shares; 2025Q2: 2,679 shares; 2025Q3: not loaded; 2025Q4: 2,933 shares; 2026Q1: 3,734 shares 3,734 $711K <0.01% +801 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to 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 loaded; 2025Q4: 31,936 shares; 2026Q1: 43,897 shares 43,897 $709K <0.01% +11,961 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 16,539 shares; 2025Q1: 14,821 shares; 2025Q2: 10,677 shares; 2025Q3: not loaded; 2025Q4: 14,145 shares; 2026Q1: 14,515 shares 14,515 $707K <0.01% +370 Timeline FLTR 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: 33,025 shares; 2024Q4: 26,946 shares; 2025Q1: 25,160 shares; 2025Q2: 24,985 shares; 2025Q3: not loaded; 2025Q4: 24,490 shares; 2026Q1: 27,724 shares 27,724 $706K <0.01% +3,234 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 27,274 shares; 2026Q1: 16,223 shares 16,223 $706K <0.01% -11,051 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: 9,706 shares; 2024Q4: 9,459 shares; 2025Q1: 11,115 shares; 2025Q2: 14,426 shares; 2025Q3: not loaded; 2025Q4: 19,334 shares; 2026Q1: 15,512 shares 15,512 $702K <0.01% -3,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,617 shares; 2026Q1: 4,965 shares 4,965 $701K <0.01% +348 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,719 shares; 2025Q3: not loaded; 2025Q4: 4,742 shares; 2026Q1: 4,743 shares 4,743 $700K <0.01% +1 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,764 shares; 2025Q1: 2,616 shares; 2025Q2: 2,602 shares; 2025Q3: not loaded; 2025Q4: 2,992 shares; 2026Q1: 2,524 shares 2,524 $698K <0.01% -468 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 4,524 shares; 2025Q1: 4,588 shares; 2025Q2: 2,537 shares; 2025Q3: not loaded; 2025Q4: 5,898 shares; 2026Q1: 3,989 shares 3,989 $696K <0.01% -1,909 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not loaded; 2025Q4: 1,881 shares; 2026Q1: 2,222 shares 2,222 $694K <0.01% +341 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: 3,971 shares; 2024Q4: 2,698 shares; 2025Q1: 2,283 shares; 2025Q2: 2,275 shares; 2025Q3: not loaded; 2025Q4: 3,473 shares; 2026Q1: 3,534 shares 3,534 $693K <0.01% +61 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 13,917 shares; 2025Q1: 12,653 shares; 2025Q2: 15,760 shares; 2025Q3: not loaded; 2025Q4: 8,217 shares; 2026Q1: 9,203 shares 9,203 $692K <0.01% +986 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: 1,913 shares; 2024Q4: 2,282 shares; 2025Q1: 2,530 shares; 2025Q2: 2,874 shares; 2025Q3: not loaded; 2025Q4: 2,989 shares; 2026Q1: 2,460 shares 2,460 $691K <0.01% -529 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,559 shares; 2025Q1: 15,517 shares; 2025Q2: 33,929 shares; 2025Q3: not loaded; 2025Q4: 16,872 shares; 2026Q1: 12,375 shares 12,375 $691K <0.01% -4,497 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 8,051 shares; 2025Q1: 8,341 shares; 2025Q2: 7,849 shares; 2025Q3: not loaded; 2025Q4: 6,610 shares; 2026Q1: 7,339 shares 7,339 $690K <0.01% +729 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: 14,099 shares; 2024Q4: 14,433 shares; 2025Q1: 12,170 shares; 2025Q2: 13,412 shares; 2025Q3: not loaded; 2025Q4: 14,265 shares; 2026Q1: 14,713 shares 14,713 $687K <0.01% +448 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 4,997 shares; 2025Q1: 4,972 shares; 2025Q2: 7,084 shares; 2025Q3: not loaded; 2025Q4: 4,421 shares; 2026Q1: 3,486 shares 3,486 $686K <0.01% -935 Timeline USRT 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: 3,421 shares; 2024Q4: 4,324 shares; 2025Q1: 4,280 shares; 2025Q2: 4,351 shares; 2025Q3: not loaded; 2025Q4: 28,309 shares; 2026Q1: 11,570 shares 11,570 $685K <0.01% -16,739 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: 5,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,037 shares; 2025Q3: not loaded; 2025Q4: 19,386 shares; 2026Q1: 14,797 shares 14,797 $684K <0.01% -4,589 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 3,019 shares; 2025Q3: not loaded; 2025Q4: 6,546 shares; 2026Q1: 6,803 shares 6,803 $682K <0.01% +257 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 10,565 shares; 2025Q1: 9,521 shares; 2025Q2: 9,754 shares; 2025Q3: not loaded; 2025Q4: 9,293 shares; 2026Q1: 8,247 shares 8,247 $680K <0.01% -1,046 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: not loaded; 2025Q4: 7,535 shares; 2026Q1: 9,469 shares 9,469 $679K <0.01% +1,934 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: 4,803 shares; 2024Q4: 4,999 shares; 2025Q1: 4,741 shares; 2025Q2: 5,035 shares; 2025Q3: not loaded; 2025Q4: 5,029 shares; 2026Q1: 5,131 shares 5,131 $678K <0.01% +102 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: 9,019 shares; 2024Q4: 9,031 shares; 2025Q1: 9,431 shares; 2025Q2: 9,019 shares; 2025Q3: not loaded; 2025Q4: 9,119 shares; 2026Q1: 9,119 shares 9,119 $674K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,750 shares; 2025Q3: not loaded; 2025Q4: 26,758 shares; 2026Q1: 24,629 shares 24,629 $673K <0.01% -2,129 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,406 shares; 2025Q1: 5,050 shares; 2025Q2: 5,133 shares; 2025Q3: not loaded; 2025Q4: 5,303 shares; 2026Q1: 5,538 shares 5,538 $670K <0.01% +235 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: 311 shares; 2024Q4: 287 shares; 2025Q1: 333 shares; 2025Q2: 601 shares; 2025Q3: not loaded; 2025Q4: 568 shares; 2026Q1: 683 shares 683 $670K <0.01% +115 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,471 shares; 2026Q1: 10,550 shares 10,550 $663K <0.01% +79 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,528 shares; 2025Q1: 34,457 shares; 2025Q2: 32,491 shares; 2025Q3: not loaded; 2025Q4: 33,693 shares; 2026Q1: 35,287 shares 35,287 $662K <0.01% +1,594 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 5,630 shares; 2025Q1: 4,966 shares; 2025Q2: 6,727 shares; 2025Q3: not loaded; 2025Q4: 7,284 shares; 2026Q1: 7,823 shares 7,823 $662K <0.01% +539 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: 36,344 shares; 2024Q4: 35,960 shares; 2025Q1: 34,026 shares; 2025Q2: 34,426 shares; 2025Q3: not loaded; 2025Q4: 33,563 shares; 2026Q1: 34,522 shares 34,522 $661K <0.01% +959 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,086 shares; 2025Q1: 11,876 shares; 2025Q2: 6,855 shares; 2025Q3: not loaded; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares 6,741 $658K <0.01% 0 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: 10,531 shares; 2025Q1: 12,035 shares; 2025Q2: 12,063 shares; 2025Q3: not loaded; 2025Q4: 26,972 shares; 2026Q1: 26,522 shares 26,522 $657K <0.01% -450 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,604 shares; 2025Q2: 10,901 shares; 2025Q3: not loaded; 2025Q4: 10,133 shares; 2026Q1: 10,029 shares 10,029 $657K <0.01% -104 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,466 shares; 2025Q3: not loaded; 2025Q4: 8,655 shares; 2026Q1: 8,341 shares 8,341 $656K <0.01% -314 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 5,733 shares; 2025Q1: 8,761 shares; 2025Q2: 9,245 shares; 2025Q3: not loaded; 2025Q4: 9,519 shares; 2026Q1: 9,447 shares 9,447 $656K <0.01% -72 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,566 shares; 2025Q1: 7,694 shares; 2025Q2: 9,444 shares; 2025Q3: not loaded; 2025Q4: 9,290 shares; 2026Q1: 7,902 shares 7,902 $647K <0.01% -1,388 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,860 shares; 2025Q1: 7,103 shares; 2025Q2: 6,981 shares; 2025Q3: not loaded; 2025Q4: 4,642 shares; 2026Q1: 6,242 shares 6,242 $647K <0.01% +1,600 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,229 shares; 2025Q1: 1,203 shares; 2025Q2: 1,340 shares; 2025Q3: not loaded; 2025Q4: 1,330 shares; 2026Q1: 1,093 shares 1,093 $644K <0.01% -237 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: 14,443 shares; 2024Q4: 16,391 shares; 2025Q1: 17,241 shares; 2025Q2: 16,862 shares; 2025Q3: not loaded; 2025Q4: 18,681 shares; 2026Q1: 17,656 shares 17,656 $643K <0.01% -1,025 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: not reported; 2025Q1: 2,429 shares; 2025Q2: 2,392 shares; 2025Q3: not loaded; 2025Q4: 3,352 shares; 2026Q1: 3,402 shares 3,402 $642K <0.01% +50 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,001 shares; 2024Q4: 45,083 shares; 2025Q1: 45,481 shares; 2025Q2: 80,361 shares; 2025Q3: not loaded; 2025Q4: 52,447 shares; 2026Q1: 24,448 shares 24,448 $642K <0.01% -27,999 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 13,644 shares; 2025Q1: 12,981 shares; 2025Q2: 12,725 shares; 2025Q3: not loaded; 2025Q4: 12,083 shares; 2026Q1: 11,557 shares 11,557 $639K <0.01% -526 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 9,621 shares; 2025Q1: 9,025 shares; 2025Q2: 12,149 shares; 2025Q3: not loaded; 2025Q4: 9,837 shares; 2026Q1: 13,009 shares 13,009 $638K <0.01% +3,172 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 474 shares; 2025Q1: 499 shares; 2025Q2: 516 shares; 2025Q3: not loaded; 2025Q4: 392 shares; 2026Q1: 580 shares 580 $634K <0.01% +188 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,451 shares; 2024Q4: 63,951 shares; 2025Q1: 63,356 shares; 2025Q2: 63,342 shares; 2025Q3: not loaded; 2025Q4: 59,037 shares; 2026Q1: 56,012 shares 56,012 $634K <0.01% -3,025 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: not reported; 2024Q4: not reported; 2025Q1: 13,326 shares; 2025Q2: 15,107 shares; 2025Q3: not loaded; 2025Q4: 16,186 shares; 2026Q1: 17,974 shares 17,974 $633K <0.01% +1,788 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: not reported; 2024Q4: 6,916 shares; 2025Q1: 11,772 shares; 2025Q2: 11,765 shares; 2025Q3: not loaded; 2025Q4: 12,364 shares; 2026Q1: 11,971 shares 11,971 $632K <0.01% -393 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,250 shares; 2024Q4: 25,415 shares; 2025Q1: 15,740 shares; 2025Q2: 5,978 shares; 2025Q3: not loaded; 2025Q4: 24,429 shares; 2026Q1: 19,241 shares 19,241 $630K <0.01% -5,188 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: 7,858 shares; 2024Q4: 8,819 shares; 2025Q1: 9,971 shares; 2025Q2: 12,237 shares; 2025Q3: not loaded; 2025Q4: 16,996 shares; 2026Q1: 16,880 shares 16,880 $629K <0.01% -116 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 4,054 shares; 2025Q1: 4,010 shares; 2025Q2: 5,813 shares; 2025Q3: not loaded; 2025Q4: 5,356 shares; 2026Q1: 4,824 shares 4,824 $627K <0.01% -532 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: not loaded; 2025Q4: 2,028 shares; 2026Q1: 1,943 shares 1,943 $625K <0.01% -85 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 5,948 shares; 2025Q1: 5,888 shares; 2025Q2: 2,478 shares; 2025Q3: not loaded; 2025Q4: 1,859 shares; 2026Q1: 4,276 shares 4,276 $625K <0.01% +2,417 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: not loaded; 2025Q4: 8,129 shares; 2026Q1: 8,586 shares 8,586 $625K <0.01% +457 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 5,004 shares; 2025Q1: 3,304 shares; 2025Q2: 1,922 shares; 2025Q3: not loaded; 2025Q4: 20,047 shares; 2026Q1: 7,829 shares 7,829 $623K <0.01% -12,218 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,113 shares; 2024Q4: 40,897 shares; 2025Q1: 39,606 shares; 2025Q2: 38,973 shares; 2025Q3: not loaded; 2025Q4: 27,985 shares; 2026Q1: 16,685 shares 16,685 $621K <0.01% -11,300 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 178 shares; 2025Q1: 188 shares; 2025Q2: 228 shares; 2025Q3: not loaded; 2025Q4: 249 shares; 2026Q1: 321 shares 321 $614K <0.01% +72 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,063 shares; 2026Q1: 8,860 shares 8,860 $614K <0.01% +4,797 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: 1,019 shares; 2024Q4: 1,184 shares; 2025Q1: 1,166 shares; 2025Q2: 1,346 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,103 shares 6,103 $614K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,685 shares; 2025Q1: 2,184 shares; 2025Q2: 2,298 shares; 2025Q3: not loaded; 2025Q4: 1,212 shares; 2026Q1: 1,034 shares 1,034 $613K <0.01% -178 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 11,980 shares; 2025Q1: 12,025 shares; 2025Q2: 15,803 shares; 2025Q3: not loaded; 2025Q4: 14,438 shares; 2026Q1: 17,744 shares 17,744 $611K <0.01% +3,306 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: not loaded; 2025Q4: 2,963 shares; 2026Q1: 6,495 shares 6,495 $610K <0.01% +3,532 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 41,121 shares; 2026Q1: 20,200 shares 20,200 $607K <0.01% -20,921 Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 60,825 shares; 2025Q1: 60,825 shares; 2025Q2: 60,825 shares; 2025Q3: not loaded; 2025Q4: 63,869 shares; 2026Q1: 63,877 shares 63,877 $606K <0.01% +8 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 loaded; 2025Q4: not reported; 2026Q1: 6,993 shares 6,993 $602K <0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,807 shares; 2024Q4: 9,452 shares; 2025Q1: 8,822 shares; 2025Q2: 8,952 shares; 2025Q3: not loaded; 2025Q4: 9,220 shares; 2026Q1: 11,417 shares 11,417 $602K <0.01% +2,197 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,201 shares; 2025Q1: 2,101 shares; 2025Q2: 2,341 shares; 2025Q3: not loaded; 2025Q4: 7,855 shares; 2026Q1: 2,913 shares 2,913 $601K <0.01% -4,942 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: 4,244 shares; 2024Q4: 4,438 shares; 2025Q1: 12,300 shares; 2025Q2: 9,063 shares; 2025Q3: not loaded; 2025Q4: 8,228 shares; 2026Q1: 8,400 shares 8,400 $601K <0.01% +172 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: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 4,771 shares; 2025Q2: 4,571 shares; 2025Q3: not loaded; 2025Q4: 5,832 shares; 2026Q1: 5,560 shares 5,560 $601K <0.01% -272 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: 2,231 shares; 2024Q4: 2,361 shares; 2025Q1: 4,399 shares; 2025Q2: 5,598 shares; 2025Q3: not loaded; 2025Q4: 5,181 shares; 2026Q1: 5,318 shares 5,318 $600K <0.01% +137 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,417 shares; 2025Q1: 2,300 shares; 2025Q2: 2,643 shares; 2025Q3: not loaded; 2025Q4: 2,354 shares; 2026Q1: 2,662 shares 2,662 $598K <0.01% +308 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,970 shares; 2025Q1: 6,541 shares; 2025Q2: 6,870 shares; 2025Q3: not loaded; 2025Q4: 6,666 shares; 2026Q1: 6,575 shares 6,575 $595K <0.01% -91 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,412 shares; 2025Q1: 580 shares; 2025Q2: 616 shares; 2025Q3: not loaded; 2025Q4: 1,636 shares; 2026Q1: 1,253 shares 1,253 $595K <0.01% -383 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,574 shares; 2026Q1: 22,245 shares 22,245 $594K <0.01% +14,671 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: not reported; 2025Q1: 3,422 shares; 2025Q2: 4,030 shares; 2025Q3: not loaded; 2025Q4: 9,369 shares; 2026Q1: 8,976 shares 8,976 $592K <0.01% -393 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,528 shares; 2025Q1: 7,050 shares; 2025Q2: 7,300 shares; 2025Q3: not loaded; 2025Q4: 8,719 shares; 2026Q1: 8,491 shares 8,491 $589K <0.01% -228 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: not reported; 2024Q4: 12,116 shares; 2025Q1: 11,389 shares; 2025Q2: 23,946 shares; 2025Q3: not loaded; 2025Q4: 55,858 shares; 2026Q1: 52,115 shares 52,115 $588K <0.01% -3,743 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,168 shares; 2025Q1: 1,512 shares; 2025Q2: 1,521 shares; 2025Q3: not loaded; 2025Q4: 1,582 shares; 2026Q1: 1,491 shares 1,491 $588K <0.01% -91 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: 22,873 shares; 2024Q4: 21,992 shares; 2025Q1: 21,248 shares; 2025Q2: 21,642 shares; 2025Q3: not loaded; 2025Q4: 30,533 shares; 2026Q1: 13,133 shares 13,133 $587K <0.01% -17,400 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,083 shares 1,083 $586K <0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,140 shares; 2026Q1: 3,962 shares 3,962 $583K <0.01% +822 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,602 shares; 2025Q1: 8,697 shares; 2025Q2: 8,347 shares; 2025Q3: not loaded; 2025Q4: 8,391 shares; 2026Q1: 8,355 shares 8,355 $581K <0.01% -36 Timeline GNMA 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: 20,877 shares; 2024Q4: 20,253 shares; 2025Q1: 18,137 shares; 2025Q2: 14,415 shares; 2025Q3: not loaded; 2025Q4: 14,443 shares; 2026Q1: 13,088 shares 13,088 $580K <0.01% -1,355 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,314 shares; 2025Q1: 7,035 shares; 2025Q2: 14,634 shares; 2025Q3: not loaded; 2025Q4: 10,517 shares; 2026Q1: 10,636 shares 10,636 $576K <0.01% +119 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 2,998 shares; 2025Q1: 3,293 shares; 2025Q2: 3,875 shares; 2025Q3: not loaded; 2025Q4: 3,636 shares; 2026Q1: 4,246 shares 4,246 $575K <0.01% +610 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 1,957 shares; 2025Q1: 2,071 shares; 2025Q2: 6,369 shares; 2025Q3: not loaded; 2025Q4: 3,219 shares; 2026Q1: 2,652 shares 2,652 $574K <0.01% -567 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: not reported; 2024Q4: 916 shares; 2025Q1: 914 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,044 shares; 2026Q1: 3,185 shares 3,185 $573K <0.01% +141 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,729 shares; 2025Q1: 45,510 shares; 2025Q2: 19,890 shares; 2025Q3: not loaded; 2025Q4: 16,733 shares; 2026Q1: 15,995 shares 15,995 $572K <0.01% -738 Timeline PRFZ 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: 7,257 shares; 2024Q4: 11,256 shares; 2025Q1: 13,481 shares; 2025Q2: 11,199 shares; 2025Q3: not loaded; 2025Q4: 11,931 shares; 2026Q1: 12,477 shares 12,477 $572K <0.01% +546 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 5,555 shares; 2025Q2: 18,088 shares; 2025Q3: not loaded; 2025Q4: 8,331 shares; 2026Q1: 12,532 shares 12,532 $572K <0.01% +4,201 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: 6,407 shares; 2024Q4: 6,625 shares; 2025Q1: 7,419 shares; 2025Q2: 9,619 shares; 2025Q3: not loaded; 2025Q4: 7,275 shares; 2026Q1: 7,403 shares 7,403 $571K <0.01% +128 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,528 shares; 2024Q4: 772,884 shares; 2025Q1: 857,792 shares; 2025Q2: 98,490 shares; 2025Q3: not loaded; 2025Q4: 14,761 shares; 2026Q1: 8,647 shares 8,647 $568K <0.01% -6,114 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,441 shares; 2025Q1: 4,323 shares; 2025Q2: 5,559 shares; 2025Q3: not loaded; 2025Q4: 7,366 shares; 2026Q1: 6,498 shares 6,498 $566K <0.01% -868 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,553 shares; 2025Q1: 37,553 shares; 2025Q2: 37,553 shares; 2025Q3: not loaded; 2025Q4: 44,017 shares; 2026Q1: 33,768 shares 33,768 $565K <0.01% -10,249 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,701 shares; 2025Q1: 3,923 shares; 2025Q2: 3,711 shares; 2025Q3: not loaded; 2025Q4: 5,435 shares; 2026Q1: 5,089 shares 5,089 $564K <0.01% -346 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 7,987 shares; 2025Q1: 15,795 shares; 2025Q2: 15,675 shares; 2025Q3: not loaded; 2025Q4: 16,381 shares; 2026Q1: 16,814 shares 16,814 $563K <0.01% +433 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,951 shares; 2025Q1: 2,221 shares; 2025Q2: 2,423 shares; 2025Q3: not loaded; 2025Q4: 2,386 shares; 2026Q1: 2,198 shares 2,198 $559K <0.01% -188 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,075 shares; 2026Q1: 12,466 shares 12,466 $559K <0.01% +2,391 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,624 shares; 2024Q4: 25,959 shares; 2025Q1: 25,959 shares; 2025Q2: 25,574 shares; 2025Q3: not loaded; 2025Q4: 27,159 shares; 2026Q1: 20,812 shares 20,812 $558K <0.01% -6,347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: not loaded; 2025Q4: 7,825 shares; 2026Q1: 6,753 shares 6,753 $557K <0.01% -1,072 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 522 shares; 2025Q2: 621 shares; 2025Q3: not loaded; 2025Q4: 460 shares; 2026Q1: 920 shares 920 $557K <0.01% +460 Timeline EWD 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: 16,013 shares; 2024Q4: 15,611 shares; 2025Q1: 13,855 shares; 2025Q2: 13,345 shares; 2025Q3: not loaded; 2025Q4: 11,806 shares; 2026Q1: 11,380 shares 11,380 $554K <0.01% -426 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: 6,236 shares; 2024Q4: 6,769 shares; 2025Q1: 8,375 shares; 2025Q2: 8,303 shares; 2025Q3: not loaded; 2025Q4: 8,803 shares; 2026Q1: 8,542 shares 8,542 $552K <0.01% -261 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: 1,640 shares; 2024Q4: 1,983 shares; 2025Q1: 2,074 shares; 2025Q2: 2,759 shares; 2025Q3: not loaded; 2025Q4: 1,753 shares; 2026Q1: 2,003 shares 2,003 $551K <0.01% +250 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,160 shares; 2025Q3: not loaded; 2025Q4: 7,203 shares; 2026Q1: 7,614 shares 7,614 $549K <0.01% +411 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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 loaded; 2025Q4: 5,768 shares; 2026Q1: 10,148 shares 10,148 $547K <0.01% +4,380 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 2,262 shares; 2025Q1: 2,870 shares; 2025Q2: 3,507 shares; 2025Q3: not loaded; 2025Q4: 3,781 shares; 2026Q1: 4,933 shares 4,933 $542K <0.01% +1,152 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 30,164 shares; 2025Q1: 52,904 shares; 2025Q2: 53,726 shares; 2025Q3: not loaded; 2025Q4: 52,642 shares; 2026Q1: 54,798 shares 54,798 $542K <0.01% +2,156 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 12,535 shares; 2025Q1: 12,535 shares; 2025Q2: 9,910 shares; 2025Q3: not loaded; 2025Q4: 9,339 shares; 2026Q1: 10,199 shares 10,199 $542K <0.01% +860 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 3,359 shares; 2025Q1: 3,586 shares; 2025Q2: 3,742 shares; 2025Q3: not loaded; 2025Q4: 4,365 shares; 2026Q1: 4,326 shares 4,326 $540K <0.01% -39 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,269 shares; 2025Q1: 1,246 shares; 2025Q2: 1,201 shares; 2025Q3: not loaded; 2025Q4: 1,292 shares; 2026Q1: 1,890 shares 1,890 $536K <0.01% +598 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 12,263 shares; 2025Q1: 13,846 shares; 2025Q2: 13,646 shares; 2025Q3: not loaded; 2025Q4: 10,667 shares; 2026Q1: 10,570 shares 10,570 $535K <0.01% -97 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,369 shares; 2025Q1: 5,369 shares; 2025Q2: 5,563 shares; 2025Q3: not loaded; 2025Q4: 6,096 shares; 2026Q1: 5,515 shares 5,515 $535K <0.01% -581 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: not loaded; 2025Q4: 3,179 shares; 2026Q1: 2,538 shares 2,538 $531K <0.01% -641 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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 loaded; 2025Q4: 9,361 shares; 2026Q1: 11,713 shares 11,713 $530K <0.01% +2,352 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: not loaded; 2025Q4: 644 shares; 2026Q1: 715 shares 715 $528K <0.01% +71 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: 8,997 shares; 2024Q4: 9,369 shares; 2025Q1: 10,270 shares; 2025Q2: 13,867 shares; 2025Q3: not loaded; 2025Q4: 23,309 shares; 2026Q1: 9,016 shares 9,016 $528K <0.01% -14,293 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: 1,535 shares; 2024Q4: 1,350 shares; 2025Q1: 1,500 shares; 2025Q2: 1,534 shares; 2025Q3: not loaded; 2025Q4: 2,045 shares; 2026Q1: 2,692 shares 2,692 $528K <0.01% +647 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: 2,148 shares; 2024Q4: 2,738 shares; 2025Q1: 2,545 shares; 2025Q2: 2,956 shares; 2025Q3: not loaded; 2025Q4: 3,811 shares; 2026Q1: 3,081 shares 3,081 $528K <0.01% -730 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,814 shares; 2024Q4: 71,814 shares; 2025Q1: 72,121 shares; 2025Q2: 72,121 shares; 2025Q3: not loaded; 2025Q4: 71,931 shares; 2026Q1: 72,397 shares 72,397 $527K <0.01% +466 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,428 shares; 2025Q2: 9,836 shares; 2025Q3: not loaded; 2025Q4: 10,235 shares; 2026Q1: 13,902 shares 13,902 $521K <0.01% +3,667 Timeline FLJP 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: 347,114 shares; 2024Q4: 337,610 shares; 2025Q1: 297,936 shares; 2025Q2: 18,738 shares; 2025Q3: not loaded; 2025Q4: 17,371 shares; 2026Q1: 14,324 shares 14,324 $518K <0.01% -3,047 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: 23,575 shares; 2024Q4: 12,405 shares; 2025Q1: 13,249 shares; 2025Q2: 14,359 shares; 2025Q3: not loaded; 2025Q4: 17,639 shares; 2026Q1: 19,992 shares 19,992 $517K <0.01% +2,353 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,990 shares; 2025Q3: not loaded; 2025Q4: 21,829 shares; 2026Q1: 20,054 shares 20,054 $516K <0.01% -1,775 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,545 shares; 2025Q1: 4,880 shares; 2025Q2: 5,883 shares; 2025Q3: not loaded; 2025Q4: 9,858 shares; 2026Q1: 10,247 shares 10,247 $512K <0.01% +389 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 13,767 shares; 2025Q1: 13,068 shares; 2025Q2: 12,113 shares; 2025Q3: not loaded; 2025Q4: 8,729 shares; 2026Q1: 7,909 shares 7,909 $511K <0.01% -820 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,824 shares; 2024Q4: 30,567 shares; 2025Q1: 39,599 shares; 2025Q2: 40,319 shares; 2025Q3: not loaded; 2025Q4: 40,869 shares; 2026Q1: 39,670 shares 39,670 $510K <0.01% -1,199 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,684 shares; 2025Q1: 6,684 shares; 2025Q2: 6,364 shares; 2025Q3: not loaded; 2025Q4: 7,009 shares; 2026Q1: 6,677 shares 6,677 $510K <0.01% -332 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 3,934 shares; 2025Q1: 4,062 shares; 2025Q2: 3,841 shares; 2025Q3: not loaded; 2025Q4: 4,222 shares; 2026Q1: 3,882 shares 3,882 $509K <0.01% -340 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,228 shares; 2025Q1: 1,304 shares; 2025Q2: 1,147 shares; 2025Q3: not loaded; 2025Q4: 1,293 shares; 2026Q1: 2,101 shares 2,101 $509K <0.01% +808 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,301 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,495 shares 2,495 $508K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares; 2025Q3: not loaded; 2025Q4: 12,162 shares; 2026Q1: 8,687 shares 8,687 $508K <0.01% -3,475 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 7,566 shares; 2025Q3: not loaded; 2025Q4: 6,974 shares; 2026Q1: 6,599 shares 6,599 $507K <0.01% -375 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 14,468 shares; 2025Q1: 16,524 shares; 2025Q2: 17,399 shares; 2025Q3: not loaded; 2025Q4: 18,725 shares; 2026Q1: 22,420 shares 22,420 $507K <0.01% +3,695 Timeline EEMV 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: 8,294 shares; 2024Q4: 9,886 shares; 2025Q1: 8,458 shares; 2025Q2: 8,763 shares; 2025Q3: not loaded; 2025Q4: 7,917 shares; 2026Q1: 7,819 shares 7,819 $506K <0.01% -98 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,637 shares; 2025Q2: 16,488 shares; 2025Q3: not loaded; 2025Q4: 14,987 shares; 2026Q1: 14,985 shares 14,985 $505K <0.01% -2 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,515 shares; 2024Q4: 34,498 shares; 2025Q1: 42,759 shares; 2025Q2: 52,449 shares; 2025Q3: not loaded; 2025Q4: 51,721 shares; 2026Q1: 51,549 shares 51,549 $504K <0.01% -172 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 12,189 shares; 2025Q1: 15,002 shares; 2025Q2: 14,735 shares; 2025Q3: not loaded; 2025Q4: 14,647 shares; 2026Q1: 14,731 shares 14,731 $503K <0.01% +84 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: 4,168 shares; 2024Q4: 4,166 shares; 2025Q1: 4,371 shares; 2025Q2: 26,053 shares; 2025Q3: not loaded; 2025Q4: 6,859 shares; 2026Q1: 8,498 shares 8,498 $502K <0.01% +1,639 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,874 shares; 2025Q2: 17,322 shares; 2025Q3: not loaded; 2025Q4: 17,354 shares; 2026Q1: 18,143 shares 18,143 $501K <0.01% +789 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,546 shares; 2025Q1: 1,453 shares; 2025Q2: 1,442 shares; 2025Q3: not loaded; 2025Q4: 1,698 shares; 2026Q1: 1,676 shares 1,676 $500K <0.01% -22 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,687 shares; 2025Q2: 4,148 shares; 2025Q3: not loaded; 2025Q4: 7,574 shares; 2026Q1: 6,462 shares 6,462 $500K <0.01% -1,112 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,899 shares; 2025Q1: 5,861 shares; 2025Q2: 4,499 shares; 2025Q3: not loaded; 2025Q4: 3,940 shares; 2026Q1: 4,129 shares 4,129 $500K <0.01% +189 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,281 shares; 2025Q1: 5,432 shares; 2025Q2: 4,831 shares; 2025Q3: not loaded; 2025Q4: 7,835 shares; 2026Q1: 7,550 shares 7,550 $493K <0.01% -285 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,623 shares; 2025Q1: 2,287 shares; 2025Q2: 2,755 shares; 2025Q3: not loaded; 2025Q4: 4,829 shares; 2026Q1: 4,795 shares 4,795 $492K <0.01% -34 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,294 shares; 2024Q4: 56,504 shares; 2025Q1: 41,464 shares; 2025Q2: 40,922 shares; 2025Q3: not loaded; 2025Q4: 44,446 shares; 2026Q1: 43,329 shares 43,329 $490K <0.01% -1,117 Timeline LIF LIFE360 INC More: the full row for LIFE360 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 loaded; 2025Q4: 14,345 shares; 2026Q1: 11,960 shares 11,960 $488K <0.01% -2,385 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: 11,383 shares; 2024Q4: 13,457 shares; 2025Q1: 23,874 shares; 2025Q2: 24,997 shares; 2025Q3: not loaded; 2025Q4: 22,877 shares; 2026Q1: 23,060 shares 23,060 $488K <0.01% +183 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,719 shares; 2025Q1: 2,664 shares; 2025Q2: 21,073 shares; 2025Q3: not loaded; 2025Q4: 3,855 shares; 2026Q1: 4,114 shares 4,114 $488K <0.01% +259 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: not loaded; 2025Q4: 190 shares; 2026Q1: 385 shares 385 $486K <0.01% +195 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,455 shares; 2025Q1: 12,347 shares; 2025Q2: 12,171 shares; 2025Q3: not loaded; 2025Q4: 13,237 shares; 2026Q1: 11,808 shares 11,808 $485K <0.01% -1,429 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,494 shares; 2026Q1: 11,060 shares 11,060 $485K <0.01% +3,566 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,916 shares; 2024Q4: 16,710 shares; 2025Q1: 19,303 shares; 2025Q2: 19,508 shares; 2025Q3: not loaded; 2025Q4: 21,100 shares; 2026Q1: 20,225 shares 20,225 $483K <0.01% -875 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: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: not loaded; 2025Q4: 3,051 shares; 2026Q1: 3,525 shares 3,525 $481K <0.01% +474 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,350 shares; 2025Q1: 2,585 shares; 2025Q2: 2,485 shares; 2025Q3: not loaded; 2025Q4: 5,203 shares; 2026Q1: 3,130 shares 3,130 $479K <0.01% -2,073 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: 7,015 shares; 2024Q4: 8,710 shares; 2025Q1: 7,572 shares; 2025Q2: 6,307 shares; 2025Q3: not loaded; 2025Q4: 7,184 shares; 2026Q1: 7,028 shares 7,028 $479K <0.01% -156 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 5,891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,118 shares; 2026Q1: 12,853 shares 12,853 $478K <0.01% +5,735 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: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,683 shares; 2025Q2: 3,950 shares; 2025Q3: not loaded; 2025Q4: 3,923 shares; 2026Q1: 3,681 shares 3,681 $477K <0.01% -242 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: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,589 shares 7,589 $475K <0.01% new 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: 6,641 shares; 2024Q4: 7,427 shares; 2025Q1: 4,826 shares; 2025Q2: 5,442 shares; 2025Q3: not loaded; 2025Q4: 5,504 shares; 2026Q1: 5,090 shares 5,090 $475K <0.01% -414 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,589 shares; 2025Q1: 2,559 shares; 2025Q2: 3,586 shares; 2025Q3: not loaded; 2025Q4: 4,504 shares; 2026Q1: 4,031 shares 4,031 $474K <0.01% -473 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,947 shares; 2025Q2: 34,859 shares; 2025Q3: not loaded; 2025Q4: 48,433 shares; 2026Q1: 47,863 shares 47,863 $473K <0.01% -570 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,213 shares; 2025Q2: 6,235 shares; 2025Q3: not loaded; 2025Q4: 6,463 shares; 2026Q1: 6,202 shares 6,202 $466K <0.01% -261 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,049 shares; 2025Q2: 6,046 shares; 2025Q3: not loaded; 2025Q4: 5,799 shares; 2026Q1: 6,182 shares 6,182 $466K <0.01% +383 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: 11,605 shares; 2024Q4: 9,574 shares; 2025Q1: 7,575 shares; 2025Q2: 7,559 shares; 2025Q3: not loaded; 2025Q4: 10,109 shares; 2026Q1: 8,449 shares 8,449 $466K <0.01% -1,660 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 17,685 shares; 2025Q1: 14,382 shares; 2025Q2: 13,011 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 11,195 shares 11,195 $466K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 9,366 shares; 2025Q1: 9,091 shares; 2025Q2: 9,717 shares; 2025Q3: not loaded; 2025Q4: 8,799 shares; 2026Q1: 7,145 shares 7,145 $466K <0.01% -1,654 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,061 shares; 2026Q1: 3,060 shares 3,060 $464K <0.01% -1 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,785 shares; 2025Q2: 9,314 shares; 2025Q3: not loaded; 2025Q4: 7,190 shares; 2026Q1: 9,665 shares 9,665 $464K <0.01% +2,475 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 6,228 shares; 2025Q1: 4,402 shares; 2025Q2: 2,712 shares; 2025Q3: not loaded; 2025Q4: 6,442 shares; 2026Q1: 4,632 shares 4,632 $464K <0.01% -1,810 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,844 shares; 2025Q1: 7,072 shares; 2025Q2: 7,419 shares; 2025Q3: not loaded; 2025Q4: 7,385 shares; 2026Q1: 7,286 shares 7,286 $463K <0.01% -99 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: 13,061 shares; 2024Q4: 14,817 shares; 2025Q1: 15,020 shares; 2025Q2: 8,827 shares; 2025Q3: not loaded; 2025Q4: 14,724 shares; 2026Q1: 11,611 shares 11,611 $463K <0.01% -3,113 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19,610 shares; 2026Q1: 17,801 shares 17,801 $463K <0.01% -1,809 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,141 shares; 2024Q4: 23,140 shares; 2025Q1: 22,135 shares; 2025Q2: 20,150 shares; 2025Q3: not loaded; 2025Q4: 19,546 shares; 2026Q1: 15,817 shares 15,817 $462K <0.01% -3,729 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 9,406 shares; 2025Q1: 9,038 shares; 2025Q2: 8,862 shares; 2025Q3: not loaded; 2025Q4: 9,382 shares; 2026Q1: 7,514 shares 7,514 $461K <0.01% -1,868 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: 2,476 shares; 2024Q4: 9,372 shares; 2025Q1: 9,296 shares; 2025Q2: 9,386 shares; 2025Q3: not loaded; 2025Q4: 2,529 shares; 2026Q1: 5,039 shares 5,039 $460K <0.01% +2,510 Timeline VTHR 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,624 shares; 2025Q2: 1,372 shares; 2025Q3: not loaded; 2025Q4: 1,325 shares; 2026Q1: 1,600 shares 1,600 $460K <0.01% +275 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,591 shares; 2026Q1: 14,967 shares 14,967 $460K <0.01% +4,376 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,399 shares; 2025Q2: 22,579 shares; 2025Q3: not loaded; 2025Q4: 22,064 shares; 2026Q1: 21,409 shares 21,409 $458K <0.01% -655 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 30,959 shares; 2025Q1: 30,470 shares; 2025Q2: 27,564 shares; 2025Q3: not loaded; 2025Q4: 29,309 shares; 2026Q1: 27,367 shares 27,367 $458K <0.01% -1,942 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 12,847 shares; 2025Q1: 12,965 shares; 2025Q2: 15,215 shares; 2025Q3: not loaded; 2025Q4: 14,371 shares; 2026Q1: 12,719 shares 12,719 $457K <0.01% -1,652 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: 8,740 shares; 2024Q4: 9,127 shares; 2025Q1: 9,103 shares; 2025Q2: 8,892 shares; 2025Q3: not loaded; 2025Q4: 10,727 shares; 2026Q1: 12,465 shares 12,465 $457K <0.01% +1,738 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 9,676 shares; 2025Q1: 8,741 shares; 2025Q2: 9,384 shares; 2025Q3: not loaded; 2025Q4: 8,272 shares; 2026Q1: 7,406 shares 7,406 $457K <0.01% -866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,862 shares; 2026Q1: 17,202 shares 17,202 $456K <0.01% +1,340 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,644 shares; 2025Q1: 1,741 shares; 2025Q2: 13,140 shares; 2025Q3: not loaded; 2025Q4: 1,616 shares; 2026Q1: 1,832 shares 1,832 $456K <0.01% +216 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: 3,482 shares; 2024Q4: 3,426 shares; 2025Q1: 4,652 shares; 2025Q2: 7,009 shares; 2025Q3: not loaded; 2025Q4: 6,362 shares; 2026Q1: 5,606 shares 5,606 $454K <0.01% -756 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,610 shares; 2025Q1: not reported; 2025Q2: 13,566 shares; 2025Q3: not loaded; 2025Q4: 7,719 shares; 2026Q1: 7,299 shares 7,299 $452K <0.01% -420 Timeline QYLD 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: 15,983 shares; 2024Q4: 18,409 shares; 2025Q1: 18,772 shares; 2025Q2: 29,647 shares; 2025Q3: not loaded; 2025Q4: 32,364 shares; 2026Q1: 26,275 shares 26,275 $451K <0.01% -6,089 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,609 shares; 2025Q1: 4,580 shares; 2025Q2: 3,689 shares; 2025Q3: not loaded; 2025Q4: 5,185 shares; 2026Q1: 4,885 shares 4,885 $450K <0.01% -300 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,973 shares; 2025Q3: not loaded; 2025Q4: 3,337 shares; 2026Q1: 4,098 shares 4,098 $449K <0.01% +761 Timeline TWLO TWILIO INC More: the full row for TWILIO 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 loaded; 2025Q4: 1,936 shares; 2026Q1: 3,558 shares 3,558 $448K <0.01% +1,622 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,329 shares; 2025Q1: 1,606 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 2,048 shares; 2026Q1: 1,678 shares 1,678 $448K <0.01% -370 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: not loaded; 2025Q4: 9,373 shares; 2026Q1: 13,192 shares 13,192 $447K <0.01% +3,819 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to 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 loaded; 2025Q4: 17,026 shares; 2026Q1: 18,159 shares 18,159 $446K <0.01% +1,133 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: 2,908 shares; 2024Q4: 2,884 shares; 2025Q1: 2,903 shares; 2025Q2: 3,058 shares; 2025Q3: not loaded; 2025Q4: 2,794 shares; 2026Q1: 2,745 shares 2,745 $444K <0.01% -49 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,455 shares; 2025Q3: not loaded; 2025Q4: 19,152 shares; 2026Q1: 20,274 shares 20,274 $444K <0.01% +1,122 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,927 shares; 2025Q2: 5,903 shares; 2025Q3: not loaded; 2025Q4: 5,914 shares; 2026Q1: 6,052 shares 6,052 $444K <0.01% +138 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: 2,369 shares; 2025Q1: not reported; 2025Q2: 4,450 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10,417 shares 10,417 $443K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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 loaded; 2025Q4: 708 shares; 2026Q1: 1,574 shares 1,574 $443K <0.01% +866 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: not loaded; 2025Q4: 960 shares; 2026Q1: 1,108 shares 1,108 $443K <0.01% +148 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,773 shares; 2026Q1: 6,891 shares 6,891 $443K <0.01% +118 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: 4,796 shares; 2024Q4: 4,795 shares; 2025Q1: 4,625 shares; 2025Q2: 5,092 shares; 2025Q3: not loaded; 2025Q4: 6,405 shares; 2026Q1: 3,168 shares 3,168 $440K <0.01% -3,237 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 8,736 shares; 2025Q3: not loaded; 2025Q4: 7,104 shares; 2026Q1: 7,018 shares 7,018 $440K <0.01% -86 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,168 shares; 2025Q1: 9,097 shares; 2025Q2: 8,530 shares; 2025Q3: not loaded; 2025Q4: 9,871 shares; 2026Q1: 9,555 shares 9,555 $438K <0.01% -316 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 7,028 shares; 2025Q1: 7,698 shares; 2025Q2: 7,818 shares; 2025Q3: not loaded; 2025Q4: 5,936 shares; 2026Q1: 5,611 shares 5,611 $438K <0.01% -325 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to 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 loaded; 2025Q4: 16,261 shares; 2026Q1: 16,814 shares 16,814 $437K <0.01% +553 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,600 shares; 2025Q3: not loaded; 2025Q4: 10,912 shares; 2026Q1: 11,047 shares 11,047 $436K <0.01% +135 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,302 shares; 2025Q2: 12,562 shares; 2025Q3: not loaded; 2025Q4: 13,222 shares; 2026Q1: 12,627 shares 12,627 $436K <0.01% -595 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12,724 shares; 2026Q1: 9,107 shares 9,107 $435K <0.01% -3,617 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,555 shares; 2025Q1: 5,372 shares; 2025Q2: 5,164 shares; 2025Q3: not loaded; 2025Q4: 5,151 shares; 2026Q1: 5,200 shares 5,200 $435K <0.01% +49 Timeline TLT 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: 11,180 shares; 2024Q4: 10,690 shares; 2025Q1: 5,982 shares; 2025Q2: 6,789 shares; 2025Q3: not loaded; 2025Q4: 6,974 shares; 2026Q1: 4,999 shares 4,999 $433K <0.01% -1,975 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,247 shares; 2026Q1: 7,652 shares 7,652 $433K <0.01% +405 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: not loaded; 2025Q4: 745 shares; 2026Q1: 1,453 shares 1,453 $433K <0.01% +708 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,009 shares; 2025Q1: 967 shares; 2025Q2: 1,045 shares; 2025Q3: not loaded; 2025Q4: 2,244 shares; 2026Q1: 1,742 shares 1,742 $433K <0.01% -502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,825 shares 13,825 $431K <0.01% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,929 shares; 2025Q1: 2,935 shares; 2025Q2: 4,632 shares; 2025Q3: not loaded; 2025Q4: 5,970 shares; 2026Q1: 5,694 shares 5,694 $429K <0.01% -276 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,216 shares; 2025Q1: 2,831 shares; 2025Q2: 4,540 shares; 2025Q3: not loaded; 2025Q4: 7,909 shares; 2026Q1: 9,134 shares 9,134 $428K <0.01% +1,225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,498 shares; 2026Q1: 3,472 shares 3,472 $428K <0.01% -1,026 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 1,188 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: not loaded; 2025Q4: 4,680 shares; 2026Q1: 1,450 shares 1,450 $428K <0.01% -3,230 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,721 shares; 2025Q1: 6,551 shares; 2025Q2: 6,435 shares; 2025Q3: not loaded; 2025Q4: 6,625 shares; 2026Q1: 6,715 shares 6,715 $424K <0.01% +90 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: 7,531 shares; 2024Q4: 7,601 shares; 2025Q1: 7,699 shares; 2025Q2: 7,611 shares; 2025Q3: not loaded; 2025Q4: 6,899 shares; 2026Q1: 7,213 shares 7,213 $423K <0.01% +314 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 4,024 shares; 2025Q1: 3,408 shares; 2025Q2: 5,605 shares; 2025Q3: not loaded; 2025Q4: 8,329 shares; 2026Q1: 3,831 shares 3,831 $423K <0.01% -4,498 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,386 shares; 2025Q2: 10,226 shares; 2025Q3: not loaded; 2025Q4: 10,080 shares; 2026Q1: 10,042 shares 10,042 $423K <0.01% -38 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,293 shares; 2024Q4: 107,812 shares; 2025Q1: 84,188 shares; 2025Q2: 79,470 shares; 2025Q3: not loaded; 2025Q4: 46,277 shares; 2026Q1: 41,787 shares 41,787 $422K <0.01% -4,490 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 893 shares; 2025Q3: not loaded; 2025Q4: 737 shares; 2026Q1: 1,265 shares 1,265 $422K <0.01% +528 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 3,055 shares; 2025Q3: not loaded; 2025Q4: 3,358 shares; 2026Q1: 3,031 shares 3,031 $422K <0.01% -327 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: not reported; 2024Q4: 1,537 shares; 2025Q1: 1,465 shares; 2025Q2: 1,362 shares; 2025Q3: not loaded; 2025Q4: 5,717 shares; 2026Q1: 4,499 shares 4,499 $422K <0.01% -1,218 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,158 shares; 2025Q1: 10,044 shares; 2025Q2: 11,676 shares; 2025Q3: not loaded; 2025Q4: 13,326 shares; 2026Q1: 15,896 shares 15,896 $422K <0.01% +2,570 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,257 shares 4,257 $421K <0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,607 shares; 2025Q1: 9,479 shares; 2025Q2: 12,444 shares; 2025Q3: not loaded; 2025Q4: 11,153 shares; 2026Q1: 11,177 shares 11,177 $418K <0.01% +24 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,309 shares; 2025Q1: 4,519 shares; 2025Q2: 4,388 shares; 2025Q3: not loaded; 2025Q4: 4,349 shares; 2026Q1: 4,449 shares 4,449 $416K <0.01% +100 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,334 shares; 2025Q1: 4,427 shares; 2025Q2: 4,504 shares; 2025Q3: not loaded; 2025Q4: 4,550 shares; 2026Q1: 4,148 shares 4,148 $415K <0.01% -402 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 21,458 shares; 2026Q1: 11,255 shares 11,255 $413K <0.01% -10,203 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 8,889 shares; 2025Q1: 9,290 shares; 2025Q2: 9,056 shares; 2025Q3: not loaded; 2025Q4: 5,395 shares; 2026Q1: 4,587 shares 4,587 $413K <0.01% -808 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: not reported; 2025Q3: not loaded; 2025Q4: 1,456 shares; 2026Q1: 1,464 shares 1,464 $413K <0.01% +8 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,684 shares; 2025Q1: 1,076 shares; 2025Q2: 1,034 shares; 2025Q3: not loaded; 2025Q4: 1,291 shares; 2026Q1: 1,136 shares 1,136 $413K <0.01% -155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: not loaded; 2025Q4: 2,982 shares; 2026Q1: 3,111 shares 3,111 $412K <0.01% +129 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: not reported; 2024Q4: 12,505 shares; 2025Q1: 14,777 shares; 2025Q2: 19,896 shares; 2025Q3: not loaded; 2025Q4: 34,565 shares; 2026Q1: 26,164 shares 26,164 $409K <0.01% -8,401 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,134 shares 12,134 $409K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665 $408K <0.01% new 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: 3,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,178 shares; 2026Q1: 2,866 shares 2,866 $408K <0.01% -312 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: 4,469 shares; 2024Q4: 1,738 shares; 2025Q1: 1,771 shares; 2025Q2: 2,285 shares; 2025Q3: not loaded; 2025Q4: 2,359 shares; 2026Q1: 2,263 shares 2,263 $407K <0.01% -96 Timeline