BUFD 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: 45,384 shares; 2024Q4: 70,921 shares; 2025Q1: 75,316 shares; 2025Q2: 80,799 shares; 2025Q3: 124,206 shares; 2025Q4: 135,976 shares; 2026Q1: 147,408 shares 147,408 $4.16M 0.03% +11,432 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: 51,539 shares; 2024Q4: 50,444 shares; 2025Q1: 51,578 shares; 2025Q2: 53,110 shares; 2025Q3: 60,288 shares; 2025Q4: 68,707 shares; 2026Q1: 80,732 shares 80,732 $4.16M 0.03% +12,025 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,093 shares 88,093 $4.16M 0.03% new Timeline BSJS 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: 329,741 shares; 2024Q4: 374,289 shares; 2025Q1: 358,860 shares; 2025Q2: 343,562 shares; 2025Q3: 284,350 shares; 2025Q4: 236,711 shares; 2026Q1: 188,760 shares 188,760 $4.15M 0.03% -47,951 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,759 shares; 2025Q2: 74,503 shares; 2025Q3: 51,130 shares; 2025Q4: 85,019 shares; 2026Q1: 99,304 shares 99,304 $4.13M 0.03% +14,285 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,654 shares; 2024Q4: 172,510 shares; 2025Q1: 152,142 shares; 2025Q2: 174,624 shares; 2025Q3: 169,183 shares; 2025Q4: 149,938 shares; 2026Q1: 150,800 shares 150,800 $4.1M 0.03% +862 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,939 shares 90,939 $4.1M 0.03% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 7,600 shares; 2025Q3: 9,580 shares; 2025Q4: 9,200 shares; 2026Q1: 12,122 shares 12,122 $4.1M 0.03% +2,922 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,735 shares; 2024Q4: 24,883 shares; 2025Q1: 25,583 shares; 2025Q2: 26,024 shares; 2025Q3: 26,484 shares; 2025Q4: 28,048 shares; 2026Q1: 60,865 shares 60,865 $4.09M 0.03% +32,817 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: 11,328 shares; 2024Q4: 12,394 shares; 2025Q1: 13,455 shares; 2025Q2: 15,327 shares; 2025Q3: 17,754 shares; 2025Q4: 21,064 shares; 2026Q1: 72,657 shares 72,657 $4.08M 0.03% +51,593 Timeline ICF 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: 55,626 shares; 2024Q4: 57,120 shares; 2025Q1: 56,705 shares; 2025Q2: 60,287 shares; 2025Q3: 64,803 shares; 2025Q4: 64,292 shares; 2026Q1: 68,180 shares 68,180 $4.07M 0.03% +3,888 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,067 shares; 2024Q4: 70,183 shares; 2025Q1: 74,051 shares; 2025Q2: 98,185 shares; 2025Q3: 115,420 shares; 2025Q4: 133,117 shares; 2026Q1: 142,211 shares 142,211 $4.07M 0.03% +9,094 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 4,527 shares; 2025Q2: 11,572 shares; 2025Q3: 9,916 shares; 2025Q4: 19,286 shares; 2026Q1: 31,241 shares 31,241 $4.05M 0.03% +11,955 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: 35,402 shares; 2024Q4: 38,697 shares; 2025Q1: 36,492 shares; 2025Q2: 41,547 shares; 2025Q3: 41,899 shares; 2025Q4: 43,880 shares; 2026Q1: 43,758 shares 43,758 $4.05M 0.03% -122 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 11,450 shares; 2025Q1: 9,041 shares; 2025Q2: 10,291 shares; 2025Q3: 11,790 shares; 2025Q4: 12,154 shares; 2026Q1: 20,828 shares 20,828 $4.03M 0.03% +8,674 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,986 shares; 2025Q3: 129,543 shares; 2025Q4: 123,728 shares; 2026Q1: 139,087 shares 139,087 $4.01M 0.03% +15,359 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,808 shares; 2025Q1: 50,417 shares; 2025Q2: 52,792 shares; 2025Q3: 75,330 shares; 2025Q4: 57,437 shares; 2026Q1: 50,695 shares 50,695 $4M 0.03% -6,742 Timeline XSOE 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: 48,836 shares; 2024Q4: 48,070 shares; 2025Q1: 49,160 shares; 2025Q2: 49,464 shares; 2025Q3: 55,176 shares; 2025Q4: 99,301 shares; 2026Q1: 102,212 shares 102,212 $3.99M 0.03% +2,911 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,758 shares; 2025Q1: 3,357 shares; 2025Q2: 3,617 shares; 2025Q3: 3,829 shares; 2025Q4: 3,503 shares; 2026Q1: 26,574 shares 26,574 $3.97M 0.03% +23,071 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,211 shares; 2025Q1: 1,035 shares; 2025Q2: 1,159 shares; 2025Q3: 2,162 shares; 2025Q4: 2,824 shares; 2026Q1: 11,910 shares 11,910 $3.95M 0.03% +9,086 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,934 shares; 2025Q3: 7,364 shares; 2025Q4: 5,055 shares; 2026Q1: 36,544 shares 36,544 $3.91M 0.03% +31,489 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,990 shares; 2024Q4: 222,701 shares; 2025Q1: 186,405 shares; 2025Q2: 209,095 shares; 2025Q3: 237,506 shares; 2025Q4: 333,875 shares; 2026Q1: 565,293 shares 565,293 $3.89M 0.03% +231,418 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: 109,330 shares; 2024Q4: 117,266 shares; 2025Q1: 135,201 shares; 2025Q2: 145,136 shares; 2025Q3: 147,529 shares; 2025Q4: 183,066 shares; 2026Q1: 233,235 shares 233,235 $3.88M 0.03% +50,169 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 778 shares; 2025Q2: 759 shares; 2025Q3: 745 shares; 2025Q4: 698 shares; 2026Q1: 3,614 shares 3,614 $3.88M 0.02% +2,916 Timeline EWL 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: 61,648 shares; 2024Q4: 61,758 shares; 2025Q1: 62,233 shares; 2025Q2: 63,180 shares; 2025Q3: 63,703 shares; 2025Q4: 63,232 shares; 2026Q1: 64,732 shares 64,732 $3.88M 0.02% +1,500 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 20,160 shares; 2025Q2: 30,491 shares; 2025Q3: 44,671 shares; 2025Q4: 47,299 shares; 2026Q1: 76,289 shares 76,289 $3.88M 0.02% +28,990 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 105,300 shares; 2025Q1: 122,550 shares; 2025Q2: 181,155 shares; 2025Q3: 213,655 shares; 2025Q4: 220,009 shares; 2026Q1: 218,099 shares 218,099 $3.82M 0.02% -1,910 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,249 shares; 2024Q4: 25,959 shares; 2025Q1: 27,919 shares; 2025Q2: 24,910 shares; 2025Q3: 23,888 shares; 2025Q4: 25,526 shares; 2026Q1: 25,476 shares 25,476 $3.79M 0.02% -50 Timeline LQD 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: 177,992 shares; 2024Q4: 187,688 shares; 2025Q1: 213,977 shares; 2025Q2: 236,539 shares; 2025Q3: 270,991 shares; 2025Q4: 327,646 shares; 2026Q1: 34,285 shares 34,285 $3.78M 0.02% -293,361 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,397 shares; 2025Q1: 1,563 shares; 2025Q2: 2,362 shares; 2025Q3: 2,856 shares; 2025Q4: 2,928 shares; 2026Q1: 4,526 shares 4,526 $3.77M 0.02% +1,598 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 21,514 shares; 2025Q1: 23,174 shares; 2025Q2: 29,423 shares; 2025Q3: 37,452 shares; 2025Q4: 43,408 shares; 2026Q1: 64,194 shares 64,194 $3.77M 0.02% +20,786 Timeline DSI 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: 31,482 shares; 2024Q4: 29,959 shares; 2025Q1: 31,077 shares; 2025Q2: 28,778 shares; 2025Q3: 30,703 shares; 2025Q4: 31,743 shares; 2026Q1: 29,214 shares 29,214 $3.76M 0.02% -2,529 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,534 shares; 2025Q3: 6,938 shares; 2025Q4: 6,481 shares; 2026Q1: 28,715 shares 28,715 $3.75M 0.02% +22,234 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,502 shares; 2025Q4: 104,537 shares; 2026Q1: 154,692 shares 154,692 $3.75M 0.02% +50,155 Timeline MGV 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: 27,703 shares; 2024Q4: 28,075 shares; 2025Q1: 26,958 shares; 2025Q2: 27,832 shares; 2025Q3: 28,782 shares; 2025Q4: 29,194 shares; 2026Q1: 26,529 shares 26,529 $3.75M 0.02% -2,665 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,307 shares; 2026Q1: 67,548 shares 67,548 $3.73M 0.02% +18,241 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,769 shares; 2026Q1: 149,306 shares 149,306 $3.7M 0.02% +106,537 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: 209,461 shares; 2024Q4: 231,275 shares; 2025Q1: 235,686 shares; 2025Q2: 141,217 shares; 2025Q3: 145,226 shares; 2025Q4: 175,425 shares; 2026Q1: 179,210 shares 179,210 $3.69M 0.02% +3,785 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,771 shares; 2025Q4: 17,254 shares; 2026Q1: 71,571 shares 71,571 $3.67M 0.02% +54,317 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 979 shares; 2025Q1: 871 shares; 2025Q2: 997 shares; 2025Q3: 1,019 shares; 2025Q4: 1,268 shares; 2026Q1: 13,837 shares 13,837 $3.67M 0.02% +12,569 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,510 shares 146,510 $3.66M 0.02% new Timeline OMFL 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: 98,781 shares; 2024Q4: 77,987 shares; 2025Q1: 68,286 shares; 2025Q2: 69,803 shares; 2025Q3: 67,713 shares; 2025Q4: 60,469 shares; 2026Q1: 59,659 shares 59,659 $3.65M 0.02% -810 Timeline EFIV 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: 28,018 shares; 2024Q4: 28,507 shares; 2025Q1: 36,133 shares; 2025Q2: 36,610 shares; 2025Q3: 58,113 shares; 2025Q4: 54,890 shares; 2026Q1: 54,825 shares 54,825 $3.63M 0.02% -65 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: 11,449 shares; 2024Q4: 15,147 shares; 2025Q1: 14,811 shares; 2025Q2: 15,159 shares; 2025Q3: 15,235 shares; 2025Q4: 4,770 shares; 2026Q1: 40,042 shares 40,042 $3.63M 0.02% +35,272 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 35,194 shares; 2025Q1: 53,867 shares; 2025Q2: 57,354 shares; 2025Q3: 49,370 shares; 2025Q4: 59,249 shares; 2026Q1: 72,189 shares 72,189 $3.61M 0.02% +12,940 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 19,112 shares; 2025Q1: 23,518 shares; 2025Q2: 10,790 shares; 2025Q3: 27,079 shares; 2025Q4: 29,961 shares; 2026Q1: 30,086 shares 30,086 $3.61M 0.02% +125 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 5,650 shares; 2025Q2: 9,704 shares; 2025Q3: 16,132 shares; 2025Q4: 24,405 shares; 2026Q1: 28,689 shares 28,689 $3.59M 0.02% +4,284 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,921 shares; 2024Q4: 19,921 shares; 2025Q1: 33,310 shares; 2025Q2: 33,480 shares; 2025Q3: 38,058 shares; 2025Q4: 48,777 shares; 2026Q1: 89,691 shares 89,691 $3.58M 0.02% +40,914 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 16,440 shares; 2025Q1: 17,555 shares; 2025Q2: 16,782 shares; 2025Q3: 16,918 shares; 2025Q4: 17,792 shares; 2026Q1: 19,213 shares 19,213 $3.56M 0.02% +1,421 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 48,210 shares; 2025Q1: 51,485 shares; 2025Q2: 77,963 shares; 2025Q3: 80,307 shares; 2025Q4: 78,824 shares; 2026Q1: 74,063 shares 74,063 $3.55M 0.02% -4,761 Timeline IDU 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: 6,962 shares; 2024Q4: 8,500 shares; 2025Q1: 9,760 shares; 2025Q2: 13,975 shares; 2025Q3: 38,852 shares; 2025Q4: 47,658 shares; 2026Q1: 32,381 shares 32,381 $3.51M 0.02% -15,277 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,578 shares; 2024Q4: 71,396 shares; 2025Q1: 68,720 shares; 2025Q2: 70,722 shares; 2025Q3: 72,448 shares; 2025Q4: 76,366 shares; 2026Q1: 90,216 shares 90,216 $3.49M 0.02% +13,850 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,004 shares; 2025Q1: 11,216 shares; 2025Q2: 12,882 shares; 2025Q3: 12,911 shares; 2025Q4: 10,897 shares; 2026Q1: 13,098 shares 13,098 $3.48M 0.02% +2,201 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,359 shares; 2026Q1: 103,807 shares 103,807 $3.47M 0.02% -1,552 Timeline SPGP 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: 62,014 shares; 2024Q4: 58,972 shares; 2025Q1: 51,254 shares; 2025Q2: 36,193 shares; 2025Q3: 32,658 shares; 2025Q4: 33,634 shares; 2026Q1: 30,397 shares 30,397 $3.46M 0.02% -3,237 Timeline EWJ 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: 21,359 shares; 2024Q4: 20,219 shares; 2025Q1: 27,193 shares; 2025Q2: 35,846 shares; 2025Q3: 37,885 shares; 2025Q4: 34,386 shares; 2026Q1: 42,751 shares 42,751 $3.46M 0.02% +8,365 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 9,746 shares; 2025Q3: 43,798 shares; 2025Q4: 86,530 shares; 2026Q1: 87,039 shares 87,039 $3.45M 0.02% +509 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 28,056 shares; 2025Q1: 31,596 shares; 2025Q2: 36,331 shares; 2025Q3: 39,731 shares; 2025Q4: 43,761 shares; 2026Q1: 59,407 shares 59,407 $3.42M 0.02% +15,646 Timeline IMCB 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: 24,122 shares; 2024Q4: 30,636 shares; 2025Q1: 32,324 shares; 2025Q2: 34,725 shares; 2025Q3: 36,000 shares; 2025Q4: 34,802 shares; 2026Q1: 41,024 shares 41,024 $3.39M 0.02% +6,222 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,714 shares; 2024Q4: 18,729 shares; 2025Q1: 18,275 shares; 2025Q2: 18,878 shares; 2025Q3: 19,026 shares; 2025Q4: 20,296 shares; 2026Q1: 23,804 shares 23,804 $3.37M 0.02% +3,508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 2,089 shares; 2025Q4: 2,282 shares; 2026Q1: 5,725 shares 5,725 $3.36M 0.02% +3,443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,586 shares; 2025Q4: 2,811 shares; 2026Q1: 28,890 shares 28,890 $3.36M 0.02% +26,079 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 829 shares; 2025Q1: 1,116 shares; 2025Q2: 1,432 shares; 2025Q3: 1,453 shares; 2025Q4: 1,482 shares; 2026Q1: 1,700 shares 1,700 $3.33M 0.02% +218 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,753 shares; 2025Q2: 89,091 shares; 2025Q3: 102,045 shares; 2025Q4: 112,431 shares; 2026Q1: 132,648 shares 132,648 $3.32M 0.02% +20,217 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: 40,626 shares; 2025Q2: 65,820 shares; 2025Q3: 82,561 shares; 2025Q4: 95,818 shares; 2026Q1: 93,871 shares 93,871 $3.31M 0.02% -1,947 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,709 shares; 2025Q1: 14,841 shares; 2025Q2: 25,717 shares; 2025Q3: 36,805 shares; 2025Q4: 42,667 shares; 2026Q1: 50,463 shares 50,463 $3.3M 0.02% +7,796 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,700 shares; 2025Q2: 12,430 shares; 2025Q3: 30,173 shares; 2025Q4: 35,368 shares; 2026Q1: 80,711 shares 80,711 $3.3M 0.02% +45,343 Timeline GCOW 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: 80,857 shares; 2024Q4: 67,742 shares; 2025Q1: 65,498 shares; 2025Q2: 76,457 shares; 2025Q3: 83,803 shares; 2025Q4: 87,423 shares; 2026Q1: 79,283 shares 79,283 $3.27M 0.02% -8,140 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,436 shares; 2024Q4: 21,511 shares; 2025Q1: 22,342 shares; 2025Q2: 24,787 shares; 2025Q3: 26,726 shares; 2025Q4: 28,113 shares; 2026Q1: 24,861 shares 24,861 $3.25M 0.02% -3,252 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,785 shares; 2024Q4: 50,046 shares; 2025Q1: 48,219 shares; 2025Q2: 47,324 shares; 2025Q3: 49,149 shares; 2025Q4: 43,203 shares; 2026Q1: 43,678 shares 43,678 $3.24M 0.02% +475 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: 48,474 shares; 2024Q4: 47,920 shares; 2025Q1: 52,098 shares; 2025Q2: 60,279 shares; 2025Q3: 73,147 shares; 2025Q4: 69,398 shares; 2026Q1: 65,878 shares 65,878 $3.23M 0.02% -3,520 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 79,883 shares; 2025Q1: 109,197 shares; 2025Q2: 134,833 shares; 2025Q3: 159,460 shares; 2025Q4: 158,198 shares; 2026Q1: 182,465 shares 182,465 $3.23M 0.02% +24,267 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 23,973 shares; 2025Q1: 24,536 shares; 2025Q2: 25,703 shares; 2025Q3: 26,676 shares; 2025Q4: 35,497 shares; 2026Q1: 28,304 shares 28,304 $3.22M 0.02% -7,193 Timeline NULV 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: 39,302 shares; 2024Q4: 33,381 shares; 2025Q1: 33,785 shares; 2025Q2: 35,723 shares; 2025Q3: 56,854 shares; 2025Q4: 73,521 shares; 2026Q1: 71,283 shares 71,283 $3.21M 0.02% -2,238 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,568 shares; 2024Q4: 62,445 shares; 2025Q1: 20,561 shares; 2025Q2: 21,486 shares; 2025Q3: 79,893 shares; 2025Q4: 78,750 shares; 2026Q1: 41,482 shares 41,482 $3.21M 0.02% -37,268 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 5,969 shares; 2025Q2: 17,621 shares; 2025Q3: 17,906 shares; 2025Q4: 18,796 shares; 2026Q1: 18,701 shares 18,701 $3.21M 0.02% -95 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: not reported; 2024Q4: 427 shares; 2025Q1: 537 shares; 2025Q2: 685 shares; 2025Q3: 901 shares; 2025Q4: 854 shares; 2026Q1: 3,060 shares 3,060 $3.19M 0.02% +2,206 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,859 shares; 2025Q1: 5,907 shares; 2025Q2: 5,846 shares; 2025Q3: 7,024 shares; 2025Q4: 7,431 shares; 2026Q1: 7,745 shares 7,745 $3.18M 0.02% +314 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,823 shares 114,823 $3.16M 0.02% new Timeline XSMO 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: 28,272 shares; 2024Q4: 34,083 shares; 2025Q1: 43,155 shares; 2025Q2: 48,374 shares; 2025Q3: 54,134 shares; 2025Q4: 17,999 shares; 2026Q1: 43,785 shares 43,785 $3.16M 0.02% +25,786 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,517 shares; 2025Q1: 42,347 shares; 2025Q2: 59,175 shares; 2025Q3: 59,426 shares; 2025Q4: 64,596 shares; 2026Q1: 70,017 shares 70,017 $3.15M 0.02% +5,421 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,896 shares; 2025Q2: 16,307 shares; 2025Q3: 10,379 shares; 2025Q4: 87,975 shares; 2026Q1: 112,779 shares 112,779 $3.15M 0.02% +24,804 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,549 shares; 2025Q1: 2,999 shares; 2025Q2: 3,495 shares; 2025Q3: 3,786 shares; 2025Q4: 9,573 shares; 2026Q1: 17,091 shares 17,091 $3.15M 0.02% +7,518 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: 11,806 shares; 2024Q4: 13,108 shares; 2025Q1: 4,611 shares; 2025Q2: 6,984 shares; 2025Q3: 7,045 shares; 2025Q4: 9,339 shares; 2026Q1: 20,078 shares 20,078 $3.13M 0.02% +10,739 Timeline HELO 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: 7,098 shares; 2025Q1: 79,413 shares; 2025Q2: 82,689 shares; 2025Q3: 81,603 shares; 2025Q4: 36,037 shares; 2026Q1: 46,612 shares 46,612 $3.1M 0.02% +10,575 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: 20,469 shares; 2024Q4: 20,715 shares; 2025Q1: 21,668 shares; 2025Q2: 22,015 shares; 2025Q3: 23,057 shares; 2025Q4: 26,696 shares; 2026Q1: 29,761 shares 29,761 $3.09M 0.02% +3,065 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: 47,087 shares; 2024Q4: 49,632 shares; 2025Q1: 58,624 shares; 2025Q2: 63,327 shares; 2025Q3: 69,010 shares; 2025Q4: 72,922 shares; 2026Q1: 75,752 shares 75,752 $3.08M 0.02% +2,830 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: 14,998 shares; 2024Q4: 15,243 shares; 2025Q1: 15,029 shares; 2025Q2: 15,070 shares; 2025Q3: 14,072 shares; 2025Q4: 21,768 shares; 2026Q1: 66,138 shares 66,138 $3.06M 0.02% +44,370 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,330 shares; 2024Q4: 19,935 shares; 2025Q1: 19,479 shares; 2025Q2: 19,437 shares; 2025Q3: 19,207 shares; 2025Q4: 19,017 shares; 2026Q1: 19,096 shares 19,096 $3.05M 0.02% +79 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 8,823 shares; 2025Q1: 15,188 shares; 2025Q2: 19,075 shares; 2025Q3: 22,277 shares; 2025Q4: 29,100 shares; 2026Q1: 30,821 shares 30,821 $3.05M 0.02% +1,721 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: 2,351 shares; 2024Q4: 2,155 shares; 2025Q1: 3,574 shares; 2025Q2: 6,526 shares; 2025Q3: 7,621 shares; 2025Q4: 8,853 shares; 2026Q1: 15,056 shares 15,056 $3.05M 0.02% +6,203 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,468 shares; 2025Q1: 3,626 shares; 2025Q2: 4,286 shares; 2025Q3: 4,496 shares; 2025Q4: 5,468 shares; 2026Q1: 10,449 shares 10,449 $3.04M 0.02% +4,981 Timeline BSCQ 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: 275,561 shares; 2024Q4: 288,863 shares; 2025Q1: 210,505 shares; 2025Q2: 141,223 shares; 2025Q3: 114,193 shares; 2025Q4: 159,378 shares; 2026Q1: 155,078 shares 155,078 $3.04M 0.02% -4,300 Timeline XMVM 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: 8,301 shares; 2024Q4: 8,630 shares; 2025Q1: 6,428 shares; 2025Q2: 6,372 shares; 2025Q3: 7,698 shares; 2025Q4: 21,318 shares; 2026Q1: 47,297 shares 47,297 $3.03M 0.02% +25,979 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: 166,919 shares; 2024Q4: 163,037 shares; 2025Q1: 155,512 shares; 2025Q2: 35,723 shares; 2025Q3: 36,917 shares; 2025Q4: 35,230 shares; 2026Q1: 41,423 shares 41,423 $3.01M 0.02% +6,193 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 2,305 shares; 2025Q4: 1,970 shares; 2026Q1: 18,993 shares 18,993 $2.99M 0.02% +17,023 Timeline IGSB 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: 10,175 shares; 2024Q4: 8,195 shares; 2025Q1: 16,015 shares; 2025Q2: 29,326 shares; 2025Q3: 30,376 shares; 2025Q4: 28,014 shares; 2026Q1: 56,610 shares 56,610 $2.99M 0.02% +28,596 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610,032 shares; 2024Q4: 553,318 shares; 2025Q1: 507,835 shares; 2025Q2: 509,448 shares; 2025Q3: 515,677 shares; 2025Q4: 540,043 shares; 2026Q1: 555,162 shares 555,162 $2.99M 0.02% +15,119 Timeline SCHM 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: 26,517 shares; 2024Q4: 83,118 shares; 2025Q1: 83,490 shares; 2025Q2: 90,008 shares; 2025Q3: 100,440 shares; 2025Q4: 93,132 shares; 2026Q1: 99,394 shares 99,394 $2.99M 0.02% +6,262 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: 14,795 shares; 2024Q4: 14,806 shares; 2025Q1: 12,635 shares; 2025Q2: 11,186 shares; 2025Q3: 13,912 shares; 2025Q4: 12,412 shares; 2026Q1: 21,562 shares 21,562 $2.99M 0.02% +9,150 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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 reported; 2025Q4: not reported; 2026Q1: 15,128 shares 15,128 $2.98M 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 7,975 shares; 2025Q1: 9,878 shares; 2025Q2: 9,304 shares; 2025Q3: 10,234 shares; 2025Q4: 10,395 shares; 2026Q1: 23,156 shares 23,156 $2.97M 0.02% +12,761 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 41,910 shares; 2025Q1: 42,162 shares; 2025Q2: 44,339 shares; 2025Q3: 44,737 shares; 2025Q4: 54,670 shares; 2026Q1: 42,476 shares 42,476 $2.96M 0.02% -12,194 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 106,511 shares; 2025Q1: 102,681 shares; 2025Q2: 100,464 shares; 2025Q3: 95,857 shares; 2025Q4: 93,315 shares; 2026Q1: 91,193 shares 91,193 $2.96M 0.02% -2,122 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 124,217 shares; 2025Q1: 25,018 shares; 2025Q2: 31,455 shares; 2025Q3: 39,735 shares; 2025Q4: 49,596 shares; 2026Q1: 57,425 shares 57,425 $2.96M 0.02% +7,829 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: 22,154 shares; 2024Q4: 23,369 shares; 2025Q1: 23,399 shares; 2025Q2: 22,699 shares; 2025Q3: 18,027 shares; 2025Q4: 22,019 shares; 2026Q1: 24,151 shares 24,151 $2.95M 0.02% +2,132 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,373 shares; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 3,179 shares; 2026Q1: 15,570 shares 15,570 $2.93M 0.02% +12,391 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,592 shares; 2025Q1: 8,494 shares; 2025Q2: 38,310 shares; 2025Q3: 38,374 shares; 2025Q4: 36,833 shares; 2026Q1: 39,387 shares 39,387 $2.92M 0.02% +2,554 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 41,058 shares; 2025Q1: 42,168 shares; 2025Q2: 42,557 shares; 2025Q3: 43,571 shares; 2025Q4: 43,986 shares; 2026Q1: 44,382 shares 44,382 $2.91M 0.02% +396 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,754 shares; 2025Q1: 1,809 shares; 2025Q2: 2,119 shares; 2025Q3: 2,244 shares; 2025Q4: 2,242 shares; 2026Q1: 5,674 shares 5,674 $2.91M 0.02% +3,432 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: 35,508 shares; 2024Q4: 35,328 shares; 2025Q1: 33,086 shares; 2025Q2: 37,758 shares; 2025Q3: 40,060 shares; 2025Q4: 43,853 shares; 2026Q1: 51,103 shares 51,103 $2.91M 0.02% +7,250 Timeline PFXF 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: 10,025 shares; 2024Q4: 11,407 shares; 2025Q1: 88,637 shares; 2025Q2: 104,963 shares; 2025Q3: 128,506 shares; 2025Q4: 140,608 shares; 2026Q1: 164,154 shares 164,154 $2.88M 0.02% +23,546 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: 42,548 shares; 2024Q4: 47,167 shares; 2025Q1: 43,881 shares; 2025Q2: 44,127 shares; 2025Q3: 30,376 shares; 2025Q4: 28,139 shares; 2026Q1: 25,493 shares 25,493 $2.87M 0.02% -2,646 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: 84,179 shares; 2024Q4: 81,360 shares; 2025Q1: 74,363 shares; 2025Q2: 68,650 shares; 2025Q3: 54,912 shares; 2025Q4: 52,148 shares; 2026Q1: 50,664 shares 50,664 $2.87M 0.02% -1,484 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,332 shares; 2024Q4: 20,780 shares; 2025Q1: 20,715 shares; 2025Q2: 20,718 shares; 2025Q3: 20,736 shares; 2025Q4: 21,446 shares; 2026Q1: 20,555 shares 20,555 $2.85M 0.02% -891 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 7,836 shares; 2025Q3: 8,267 shares; 2025Q4: 8,469 shares; 2026Q1: 21,276 shares 21,276 $2.85M 0.02% +12,807 Timeline PIZ 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: 33,946 shares; 2025Q3: 51,889 shares; 2025Q4: 54,203 shares; 2026Q1: 57,196 shares 57,196 $2.8M 0.02% +2,993 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,771 shares; 2026Q1: 61,213 shares 61,213 $2.79M 0.02% +15,442 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,404 shares; 2024Q4: 155,614 shares; 2025Q1: 131,911 shares; 2025Q2: 116,103 shares; 2025Q3: 104,159 shares; 2025Q4: 76,739 shares; 2026Q1: 47,273 shares 47,273 $2.78M 0.02% -29,466 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: 33,047 shares; 2024Q4: 32,924 shares; 2025Q1: 26,546 shares; 2025Q2: 27,511 shares; 2025Q3: 28,636 shares; 2025Q4: 28,511 shares; 2026Q1: 29,539 shares 29,539 $2.78M 0.02% +1,028 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,064 shares 24,064 $2.76M 0.02% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,555 shares 52,555 $2.76M 0.02% new 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: 82,430 shares; 2024Q4: 79,516 shares; 2025Q1: 92,045 shares; 2025Q2: 85,288 shares; 2025Q3: 68,336 shares; 2025Q4: 52,099 shares; 2026Q1: 27,954 shares 27,954 $2.72M 0.02% -24,145 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,799 shares; 2025Q1: 8,671 shares; 2025Q2: 9,205 shares; 2025Q3: 9,668 shares; 2025Q4: 10,459 shares; 2026Q1: 24,702 shares 24,702 $2.72M 0.02% +14,243 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,811 shares; 2024Q4: 72,657 shares; 2025Q1: 55,915 shares; 2025Q2: 58,978 shares; 2025Q3: 56,178 shares; 2025Q4: 62,485 shares; 2026Q1: 63,297 shares 63,297 $2.71M 0.02% +812 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 3,605 shares; 2025Q2: 3,592 shares; 2025Q3: 3,689 shares; 2025Q4: 4,252 shares; 2026Q1: 30,310 shares 30,310 $2.69M 0.02% +26,058 Timeline CWB 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: 25,709 shares; 2024Q4: 26,974 shares; 2025Q1: 28,742 shares; 2025Q2: 25,968 shares; 2025Q3: 25,946 shares; 2025Q4: 25,777 shares; 2026Q1: 30,145 shares 30,145 $2.69M 0.02% +4,368 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 965 shares; 2025Q1: 903 shares; 2025Q2: 7,405 shares; 2025Q3: 1,679 shares; 2025Q4: 1,273 shares; 2026Q1: 7,617 shares 7,617 $2.69M 0.02% +6,344 Timeline EWP 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: 82,121 shares; 2024Q4: 82,121 shares; 2025Q1: 82,521 shares; 2025Q2: 65,795 shares; 2025Q3: 60,293 shares; 2025Q4: 52,863 shares; 2026Q1: 49,826 shares 49,826 $2.69M 0.02% -3,037 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares; 2025Q4: 27,359 shares; 2026Q1: 92,520 shares 92,520 $2.67M 0.02% +65,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $2.65M 0.02% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,277 shares; 2024Q4: 60,442 shares; 2025Q1: 63,149 shares; 2025Q2: 67,147 shares; 2025Q3: 74,826 shares; 2025Q4: 75,263 shares; 2026Q1: 87,501 shares 87,501 $2.65M 0.02% +12,238 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 35,343 shares; 2025Q1: 34,592 shares; 2025Q2: 44,033 shares; 2025Q3: 46,214 shares; 2025Q4: 44,194 shares; 2026Q1: 41,968 shares 41,968 $2.64M 0.02% -2,226 Timeline EZM 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: 79,433 shares; 2024Q4: 83,692 shares; 2025Q1: 88,121 shares; 2025Q2: 81,987 shares; 2025Q3: 90,329 shares; 2025Q4: 93,301 shares; 2026Q1: 39,512 shares 39,512 $2.64M 0.02% -53,789 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: 5,179 shares; 2024Q4: 5,492 shares; 2025Q1: 6,370 shares; 2025Q2: 7,191 shares; 2025Q3: 8,037 shares; 2025Q4: 10,085 shares; 2026Q1: 14,173 shares 14,173 $2.64M 0.02% +4,088 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: 12,062 shares; 2024Q4: 9,163 shares; 2025Q1: 11,017 shares; 2025Q2: 14,640 shares; 2025Q3: 17,524 shares; 2025Q4: 15,706 shares; 2026Q1: 22,051 shares 22,051 $2.63M 0.02% +6,345 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: 34,900 shares; 2024Q4: 34,648 shares; 2025Q1: 48,301 shares; 2025Q2: 47,123 shares; 2025Q3: 47,565 shares; 2025Q4: 48,331 shares; 2026Q1: 39,897 shares 39,897 $2.61M 0.02% -8,434 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,222 shares; 2024Q4: 62,503 shares; 2025Q1: 61,444 shares; 2025Q2: 68,887 shares; 2025Q3: 63,534 shares; 2025Q4: 53,427 shares; 2026Q1: 45,536 shares 45,536 $2.56M 0.02% -7,891 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 38,223 shares; 2025Q1: 45,189 shares; 2025Q2: 52,625 shares; 2025Q3: 55,553 shares; 2025Q4: 58,303 shares; 2026Q1: 59,961 shares 59,961 $2.55M 0.02% +1,658 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: 25,980 shares; 2024Q4: 24,993 shares; 2025Q1: 24,705 shares; 2025Q2: 62,086 shares; 2025Q3: 68,095 shares; 2025Q4: 67,789 shares; 2026Q1: 67,001 shares 67,001 $2.55M 0.02% -788 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: 86,336 shares; 2024Q4: 11,722 shares; 2025Q1: 43,906 shares; 2025Q2: 51,316 shares; 2025Q3: 60,521 shares; 2025Q4: 66,371 shares; 2026Q1: 55,570 shares 55,570 $2.55M 0.02% -10,801 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 11,137 shares; 2025Q1: 12,070 shares; 2025Q2: 13,678 shares; 2025Q3: 17,839 shares; 2025Q4: 16,152 shares; 2026Q1: 31,162 shares 31,162 $2.54M 0.02% +15,010 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,039 shares; 2024Q4: 78,630 shares; 2025Q1: 81,030 shares; 2025Q2: 85,403 shares; 2025Q3: 88,480 shares; 2025Q4: 87,055 shares; 2026Q1: 89,028 shares 89,028 $2.54M 0.02% +1,973 Timeline SUSL 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: 16,552 shares; 2025Q1: 16,552 shares; 2025Q2: 16,552 shares; 2025Q3: 16,552 shares; 2025Q4: 17,937 shares; 2026Q1: 20,906 shares 20,906 $2.54M 0.02% +2,969 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: 15,055 shares; 2024Q4: 10,437 shares; 2025Q1: 10,216 shares; 2025Q2: 10,487 shares; 2025Q3: 10,181 shares; 2025Q4: 10,264 shares; 2026Q1: 12,371 shares 12,371 $2.53M 0.02% +2,107 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,307 shares; 2024Q4: 175,616 shares; 2025Q1: 186,215 shares; 2025Q2: 197,848 shares; 2025Q3: 198,246 shares; 2025Q4: 198,410 shares; 2026Q1: 198,599 shares 198,599 $2.5M 0.02% +189 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: 1,430 shares; 2024Q4: 1,591 shares; 2025Q1: 1,730 shares; 2025Q2: 1,697 shares; 2025Q3: 2,195 shares; 2025Q4: 2,777 shares; 2026Q1: 9,349 shares 9,349 $2.5M 0.02% +6,572 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 44,373 shares; 2025Q1: 46,025 shares; 2025Q2: 51,865 shares; 2025Q3: 59,368 shares; 2025Q4: 62,486 shares; 2026Q1: 62,966 shares 62,966 $2.49M 0.02% +480 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,787 shares; 2025Q1: 3,309 shares; 2025Q2: 3,607 shares; 2025Q3: 3,793 shares; 2025Q4: 3,843 shares; 2026Q1: 5,080 shares 5,080 $2.48M 0.02% +1,237 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,674 shares; 2025Q1: 1,466 shares; 2025Q2: 1,686 shares; 2025Q3: 1,776 shares; 2025Q4: 2,188 shares; 2026Q1: 8,548 shares 8,548 $2.46M 0.02% +6,360 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,693 shares; 2024Q4: 36,082 shares; 2025Q1: 23,694 shares; 2025Q2: 21,031 shares; 2025Q3: 27,265 shares; 2025Q4: 30,413 shares; 2026Q1: 32,018 shares 32,018 $2.46M 0.02% +1,605 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: 15,524 shares; 2024Q4: 15,166 shares; 2025Q1: 15,021 shares; 2025Q2: 15,858 shares; 2025Q3: 15,302 shares; 2025Q4: 14,383 shares; 2026Q1: 49,969 shares 49,969 $2.46M 0.02% +35,586 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,501 shares; 2024Q4: 54,176 shares; 2025Q1: 50,300 shares; 2025Q2: 64,470 shares; 2025Q3: 76,570 shares; 2025Q4: 79,529 shares; 2026Q1: 77,857 shares 77,857 $2.43M 0.02% -1,672 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 4,848 shares; 2025Q1: 4,078 shares; 2025Q2: 4,488 shares; 2025Q3: 4,776 shares; 2025Q4: 5,577 shares; 2026Q1: 8,618 shares 8,618 $2.42M 0.02% +3,041 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,586 shares; 2025Q1: 19,376 shares; 2025Q2: 19,246 shares; 2025Q3: 20,056 shares; 2025Q4: 19,359 shares; 2026Q1: 36,528 shares 36,528 $2.42M 0.02% +17,169 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,545 shares; 2025Q1: 1,742 shares; 2025Q2: 1,724 shares; 2025Q3: 1,998 shares; 2025Q4: 2,077 shares; 2026Q1: 4,628 shares 4,628 $2.41M 0.02% +2,551 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,745 shares; 2024Q4: 61,457 shares; 2025Q1: 61,493 shares; 2025Q2: 61,025 shares; 2025Q3: 53,472 shares; 2025Q4: 37,650 shares; 2026Q1: 36,601 shares 36,601 $2.4M 0.02% -1,049 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 15,950 shares; 2025Q1: 16,907 shares; 2025Q2: 17,974 shares; 2025Q3: 16,655 shares; 2025Q4: 15,792 shares; 2026Q1: 19,794 shares 19,794 $2.4M 0.02% +4,002 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: 11,025 shares; 2024Q4: 14,925 shares; 2025Q1: 18,841 shares; 2025Q2: 22,910 shares; 2025Q3: 26,067 shares; 2025Q4: 26,524 shares; 2026Q1: 30,545 shares 30,545 $2.39M 0.02% +4,021 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 21,428 shares; 2025Q1: 17,828 shares; 2025Q2: 15,645 shares; 2025Q3: 14,645 shares; 2025Q4: 13,341 shares; 2026Q1: 10,948 shares 10,948 $2.39M 0.02% -2,393 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 8,616 shares; 2025Q1: 11,249 shares; 2025Q2: 18,312 shares; 2025Q3: 18,287 shares; 2025Q4: 19,105 shares; 2026Q1: 20,199 shares 20,199 $2.38M 0.02% +1,094 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,515 shares; 2024Q4: 94,893 shares; 2025Q1: 102,438 shares; 2025Q2: 107,039 shares; 2025Q3: 121,779 shares; 2025Q4: 127,819 shares; 2026Q1: 142,589 shares 142,589 $2.38M 0.02% +14,770 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,947 shares; 2026Q1: 26,316 shares 26,316 $2.38M 0.02% +23,369 Timeline IMTM 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: 310,878 shares; 2024Q4: 341,604 shares; 2025Q1: 43,683 shares; 2025Q2: 43,185 shares; 2025Q3: 40,586 shares; 2025Q4: 43,681 shares; 2026Q1: 49,487 shares 49,487 $2.37M 0.02% +5,806 Timeline USXF 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: 58,805 shares; 2024Q4: 67,277 shares; 2025Q1: 69,734 shares; 2025Q2: 49,278 shares; 2025Q3: 39,412 shares; 2025Q4: 41,605 shares; 2026Q1: 41,165 shares 41,165 $2.37M 0.02% -440 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,017 shares; 2026Q1: 115,342 shares 115,342 $2.37M 0.02% +37,325 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,857 shares; 2025Q1: 6,250 shares; 2025Q2: 13,384 shares; 2025Q3: 14,235 shares; 2025Q4: 9,538 shares; 2026Q1: 11,581 shares 11,581 $2.37M 0.02% +2,043 Timeline JPEF 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: 9,569 shares; 2024Q4: 14,193 shares; 2025Q1: 44,046 shares; 2025Q2: 40,273 shares; 2025Q3: 38,260 shares; 2025Q4: 36,535 shares; 2026Q1: 31,666 shares 31,666 $2.37M 0.02% -4,869 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 18,361 shares; 2025Q1: 18,754 shares; 2025Q2: 20,905 shares; 2025Q3: 20,773 shares; 2025Q4: 22,026 shares; 2026Q1: 25,854 shares 25,854 $2.36M 0.02% +3,828 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: 13,871 shares; 2024Q4: 12,019 shares; 2025Q1: 12,894 shares; 2025Q2: 13,345 shares; 2025Q3: 16,145 shares; 2025Q4: 24,929 shares; 2026Q1: 23,857 shares 23,857 $2.36M 0.02% -1,072 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: not reported; 2025Q2: 11,149 shares; 2025Q3: 6,689 shares; 2025Q4: 6,817 shares; 2026Q1: 14,200 shares 14,200 $2.35M 0.02% +7,383 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 8,245 shares; 2025Q1: 8,418 shares; 2025Q2: 9,673 shares; 2025Q3: 9,841 shares; 2025Q4: 9,666 shares; 2026Q1: 11,167 shares 11,167 $2.33M 0.02% +1,501 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,892 shares; 2026Q1: 35,500 shares 35,500 $2.32M 0.01% -17,392 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 2,319 shares; 2025Q1: 2,700 shares; 2025Q2: 2,567 shares; 2025Q3: 12,043 shares; 2025Q4: 13,729 shares; 2026Q1: 14,098 shares 14,098 $2.31M 0.01% +369 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: 1,167 shares; 2024Q4: 1,956 shares; 2025Q1: 1,672 shares; 2025Q2: 1,361 shares; 2025Q3: 1,261 shares; 2025Q4: 1,225 shares; 2026Q1: 8,950 shares 8,950 $2.3M 0.01% +7,725 Timeline ECOW 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: 64,822 shares; 2024Q4: 62,688 shares; 2025Q1: 66,821 shares; 2025Q2: 72,132 shares; 2025Q3: 80,234 shares; 2025Q4: 83,817 shares; 2026Q1: 94,103 shares 94,103 $2.3M 0.01% +10,286 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,240 shares; 2024Q4: 62,233 shares; 2025Q1: 57,766 shares; 2025Q2: 51,246 shares; 2025Q3: 55,827 shares; 2025Q4: 55,485 shares; 2026Q1: 57,715 shares 57,715 $2.29M 0.01% +2,230 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 34,788 shares; 2025Q1: 37,929 shares; 2025Q2: 46,236 shares; 2025Q3: 62,444 shares; 2025Q4: 75,037 shares; 2026Q1: 98,495 shares 98,495 $2.29M 0.01% +23,458 Timeline VGLT 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: 26,874 shares; 2024Q4: 21,678 shares; 2025Q1: 20,952 shares; 2025Q2: 24,093 shares; 2025Q3: 23,634 shares; 2025Q4: 38,945 shares; 2026Q1: 40,818 shares 40,818 $2.28M 0.01% +1,873 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 31,410 shares; 2025Q1: 51,778 shares; 2025Q2: 67,894 shares; 2025Q3: 66,920 shares; 2025Q4: 62,566 shares; 2026Q1: 59,219 shares 59,219 $2.27M 0.01% -3,347 Timeline PALC 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: 154,333 shares; 2024Q4: 158,238 shares; 2025Q1: 137,320 shares; 2025Q2: 109,054 shares; 2025Q3: 96,263 shares; 2025Q4: 75,496 shares; 2026Q1: 43,402 shares 43,402 $2.27M 0.01% -32,094 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,973 shares; 2025Q1: 7,428 shares; 2025Q2: 8,270 shares; 2025Q3: 5,300 shares; 2025Q4: 3,567 shares; 2026Q1: 7,579 shares 7,579 $2.25M 0.01% +4,012 Timeline PDP 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: 3,487 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 3,517 shares; 2025Q3: 8,457 shares; 2025Q4: 8,845 shares; 2026Q1: 19,255 shares 19,255 $2.24M 0.01% +10,410 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,965 shares; 2025Q1: 13,232 shares; 2025Q2: 15,691 shares; 2025Q3: 18,850 shares; 2025Q4: 18,406 shares; 2026Q1: 20,395 shares 20,395 $2.24M 0.01% +1,989 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,864 shares 20,864 $2.22M 0.01% new 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: not reported; 2025Q3: 1,551 shares; 2025Q4: 6,641 shares; 2026Q1: 7,977 shares 7,977 $2.22M 0.01% +1,336 Timeline VIOG 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: 17,779 shares; 2024Q4: 19,120 shares; 2025Q1: 19,001 shares; 2025Q2: 18,114 shares; 2025Q3: 17,633 shares; 2025Q4: 18,282 shares; 2026Q1: 18,215 shares 18,215 $2.21M 0.01% -67 Timeline FFOG 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: 22,723 shares; 2024Q4: 29,325 shares; 2025Q1: 27,524 shares; 2025Q2: 37,188 shares; 2025Q3: 57,495 shares; 2025Q4: 62,893 shares; 2026Q1: 47,170 shares 47,170 $2.21M 0.01% -15,723 Timeline XSHQ 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: 38,693 shares; 2024Q4: 41,771 shares; 2025Q1: 47,986 shares; 2025Q2: 50,030 shares; 2025Q3: 53,697 shares; 2025Q4: 52,109 shares; 2026Q1: 52,372 shares 52,372 $2.2M 0.01% +263 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,189 shares; 2025Q1: 11,989 shares; 2025Q2: 14,539 shares; 2025Q3: 18,224 shares; 2025Q4: 35,880 shares; 2026Q1: 85,049 shares 85,049 $2.19M 0.01% +49,169 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 3 shares 3 $2.19M 0.01% +2 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,718 shares; 2025Q2: 30,198 shares; 2025Q3: 36,472 shares; 2025Q4: 38,492 shares; 2026Q1: 63,391 shares 63,391 $2.19M 0.01% +24,899 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: 6,227 shares; 2024Q4: 9,441 shares; 2025Q1: 10,680 shares; 2025Q2: 11,716 shares; 2025Q3: 13,999 shares; 2025Q4: 15,951 shares; 2026Q1: 14,626 shares 14,626 $2.17M 0.01% -1,325 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,641 shares; 2025Q3: 64,065 shares; 2025Q4: 72,106 shares; 2026Q1: 73,399 shares 73,399 $2.16M 0.01% +1,293 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,391 shares; 2025Q3: 60,239 shares; 2025Q4: 71,865 shares; 2026Q1: 84,249 shares 84,249 $2.16M 0.01% +12,384 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 23,243 shares; 2025Q1: 10,211 shares; 2025Q2: 12,805 shares; 2025Q3: 15,951 shares; 2025Q4: 14,508 shares; 2026Q1: 27,407 shares 27,407 $2.16M 0.01% +12,899 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 6,633 shares; 2025Q1: 8,367 shares; 2025Q2: 10,939 shares; 2025Q3: 13,541 shares; 2025Q4: 14,647 shares; 2026Q1: 14,948 shares 14,948 $2.15M 0.01% +301 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 6,741 shares; 2025Q1: 7,499 shares; 2025Q2: 9,331 shares; 2025Q3: 10,209 shares; 2025Q4: 10,096 shares; 2026Q1: 19,142 shares 19,142 $2.14M 0.01% +9,046 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,567 shares; 2024Q4: 24,143 shares; 2025Q1: 23,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,709 shares; 2026Q1: 46,863 shares 46,863 $2.12M 0.01% +42,154 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: 76,119 shares; 2024Q4: 51,276 shares; 2025Q1: 51,417 shares; 2025Q2: 49,730 shares; 2025Q3: 48,938 shares; 2025Q4: 44,289 shares; 2026Q1: 43,172 shares 43,172 $2.11M 0.01% -1,117 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,129 shares; 2025Q2: 11,958 shares; 2025Q3: not reported; 2025Q4: 6,587 shares; 2026Q1: 42,356 shares 42,356 $2.11M 0.01% +35,769 Timeline SCHI 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 reported; 2025Q4: not reported; 2026Q1: 92,686 shares 92,686 $2.1M 0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: 10,893 shares; 2025Q3: 15,892 shares; 2025Q4: 23,269 shares; 2026Q1: 41,695 shares 41,695 $2.1M 0.01% +18,426 Timeline JPIB 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: 6,200 shares; 2025Q2: 7,400 shares; 2025Q3: 9,550 shares; 2025Q4: 22,636 shares; 2026Q1: 43,331 shares 43,331 $2.09M 0.01% +20,695 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,989 shares; 2024Q4: 148,918 shares; 2025Q1: 101,713 shares; 2025Q2: 28,895 shares; 2025Q3: 78,062 shares; 2025Q4: 16,553 shares; 2026Q1: 15,799 shares 15,799 $2.08M 0.01% -754 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,030 shares; 2025Q1: 22,050 shares; 2025Q2: 37,984 shares; 2025Q3: 49,440 shares; 2025Q4: 57,356 shares; 2026Q1: 40,408 shares 40,408 $2.07M 0.01% -16,948 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 25,035 shares; 2025Q3: 27,015 shares; 2025Q4: 27,701 shares; 2026Q1: 60,043 shares 60,043 $2.07M 0.01% +32,342 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,681 shares; 2025Q1: not reported; 2025Q2: 11,884 shares; 2025Q3: 32,478 shares; 2025Q4: 43,174 shares; 2026Q1: 47,923 shares 47,923 $2.06M 0.01% +4,749 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,041 shares; 2025Q1: 2,056 shares; 2025Q2: 2,210 shares; 2025Q3: 2,172 shares; 2025Q4: 1,099 shares; 2026Q1: 6,415 shares 6,415 $2.06M 0.01% +5,316 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,482 shares 83,482 $2.06M 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,410 shares; 2024Q4: 30,127 shares; 2025Q1: 33,323 shares; 2025Q2: 46,315 shares; 2025Q3: 47,180 shares; 2025Q4: 46,843 shares; 2026Q1: 41,674 shares 41,674 $2.05M 0.01% -5,169 Timeline IPKW 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: 22,389 shares; 2025Q2: 43,309 shares; 2025Q3: 35,376 shares; 2025Q4: 36,172 shares; 2026Q1: 36,639 shares 36,639 $2.04M 0.01% +467 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,048 shares; 2025Q1: 8,632 shares; 2025Q2: 14,616 shares; 2025Q3: 16,120 shares; 2025Q4: 18,331 shares; 2026Q1: 18,713 shares 18,713 $2.03M 0.01% +382 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,459 shares; 2025Q1: 6,387 shares; 2025Q2: 6,881 shares; 2025Q3: 8,606 shares; 2025Q4: 8,518 shares; 2026Q1: 18,345 shares 18,345 $2.03M 0.01% +9,827 Timeline AOHY 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 reported; 2025Q4: not reported; 2026Q1: 181,450 shares 181,450 $2.01M 0.01% new 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: 4,996 shares; 2025Q2: 6,716 shares; 2025Q3: 9,045 shares; 2025Q4: 9,179 shares; 2026Q1: 8,572 shares 8,572 $2M 0.01% -607 Timeline RSPN 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: 46,541 shares; 2024Q4: 45,887 shares; 2025Q1: 46,289 shares; 2025Q2: 46,265 shares; 2025Q3: 47,072 shares; 2025Q4: 36,100 shares; 2026Q1: 35,236 shares 35,236 $2M 0.01% -864 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,822 shares; 2025Q4: 4,814 shares; 2026Q1: 9,107 shares 9,107 $1.99M 0.01% +4,293 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,869 shares; 2025Q1: 2,323 shares; 2025Q2: 3,236 shares; 2025Q3: 3,759 shares; 2025Q4: 3,423 shares; 2026Q1: 8,675 shares 8,675 $1.98M 0.01% +5,252 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: 2,377 shares; 2025Q1: 1,926 shares; 2025Q2: 8,442 shares; 2025Q3: 8,438 shares; 2025Q4: 10,119 shares; 2026Q1: 10,039 shares 10,039 $1.98M 0.01% -80 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 56,849 shares; 2025Q4: 74,772 shares; 2026Q1: 78,073 shares 78,073 $1.98M 0.01% +3,301 Timeline NULG 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: 14,897 shares; 2024Q4: 13,105 shares; 2025Q1: 12,712 shares; 2025Q2: 13,567 shares; 2025Q3: 13,526 shares; 2025Q4: 17,318 shares; 2026Q1: 20,203 shares 20,203 $1.98M 0.01% +2,885 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,210 shares; 2025Q3: 14,524 shares; 2025Q4: 29,109 shares; 2026Q1: 41,685 shares 41,685 $1.97M 0.01% +12,576 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,606 shares; 2025Q1: 1,632 shares; 2025Q2: 1,663 shares; 2025Q3: 1,960 shares; 2025Q4: 3,069 shares; 2026Q1: 3,500 shares 3,500 $1.97M 0.01% +431 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: 30,919 shares; 2024Q4: 23,158 shares; 2025Q1: 22,468 shares; 2025Q2: 24,431 shares; 2025Q3: 27,906 shares; 2025Q4: 18,969 shares; 2026Q1: 37,023 shares 37,023 $1.97M 0.01% +18,054 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: 37,058 shares; 2024Q4: 33,439 shares; 2025Q1: 32,019 shares; 2025Q2: 34,082 shares; 2025Q3: 39,319 shares; 2025Q4: 50,582 shares; 2026Q1: 44,598 shares 44,598 $1.97M 0.01% -5,984 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,793 shares 26,793 $1.97M 0.01% new Timeline IXC 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: 107,856 shares; 2024Q4: 88,837 shares; 2025Q1: 103,053 shares; 2025Q2: 109,623 shares; 2025Q3: 104,703 shares; 2025Q4: 66,518 shares; 2026Q1: 46,099 shares 46,099 $1.97M 0.01% -20,419 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: 1,917 shares; 2024Q4: 1,934 shares; 2025Q1: 2,110 shares; 2025Q2: 2,067 shares; 2025Q3: 2,755 shares; 2025Q4: 2,714 shares; 2026Q1: 16,223 shares 16,223 $1.97M 0.01% +13,509 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 9,216 shares 9,216 $1.96M 0.01% +7,803 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,330 shares; 2025Q1: 2,617 shares; 2025Q2: 4,555 shares; 2025Q3: 4,472 shares; 2025Q4: 5,433 shares; 2026Q1: 6,301 shares 6,301 $1.96M 0.01% +868 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 50,187 shares; 2025Q1: 23,699 shares; 2025Q2: 28,607 shares; 2025Q3: 33,710 shares; 2025Q4: 31,464 shares; 2026Q1: 32,772 shares 32,772 $1.96M 0.01% +1,308 Timeline DGT 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: 1,901 shares; 2025Q2: 7,982 shares; 2025Q3: 8,209 shares; 2025Q4: 8,662 shares; 2026Q1: 11,760 shares 11,760 $1.96M 0.01% +3,098 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: 172,289 shares; 2024Q4: 163,680 shares; 2025Q1: 158,309 shares; 2025Q2: 157,801 shares; 2025Q3: 151,128 shares; 2025Q4: 130,605 shares; 2026Q1: 152,729 shares 152,729 $1.96M 0.01% +22,124 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 8,169 shares; 2025Q1: 9,109 shares; 2025Q2: 10,479 shares; 2025Q3: 12,348 shares; 2025Q4: 9,423 shares; 2026Q1: 41,499 shares 41,499 $1.95M 0.01% +32,076 Timeline DFUV 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: 58,498 shares; 2024Q4: 42,295 shares; 2025Q1: 41,773 shares; 2025Q2: 46,012 shares; 2025Q3: 46,254 shares; 2025Q4: 48,229 shares; 2026Q1: 41,594 shares 41,594 $1.94M 0.01% -6,635 Timeline ILTB 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: 14,349 shares; 2024Q4: 14,546 shares; 2025Q1: 14,645 shares; 2025Q2: 13,402 shares; 2025Q3: 13,941 shares; 2025Q4: 17,194 shares; 2026Q1: 38,924 shares 38,924 $1.93M 0.01% +21,730 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: 56,719 shares; 2024Q4: 55,728 shares; 2025Q1: 49,015 shares; 2025Q2: 39,341 shares; 2025Q3: 42,377 shares; 2025Q4: 40,733 shares; 2026Q1: 44,707 shares 44,707 $1.93M 0.01% +3,974 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,990 shares; 2025Q1: 1,771 shares; 2025Q2: 2,793 shares; 2025Q3: 3,223 shares; 2025Q4: 3,367 shares; 2026Q1: 5,110 shares 5,110 $1.93M 0.01% +1,743 Timeline SMMU 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: 14,164 shares; 2024Q4: 12,969 shares; 2025Q1: 13,652 shares; 2025Q2: 16,458 shares; 2025Q3: 30,001 shares; 2025Q4: 37,153 shares; 2026Q1: 38,223 shares 38,223 $1.93M 0.01% +1,070 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,876 shares 27,876 $1.93M 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,224 shares; 2024Q4: 43,589 shares; 2025Q1: 38,525 shares; 2025Q2: 31,090 shares; 2025Q3: 25,459 shares; 2025Q4: 62,685 shares; 2026Q1: 73,061 shares 73,061 $1.91M 0.01% +10,376 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: 19,564 shares; 2024Q4: 21,758 shares; 2025Q1: 22,530 shares; 2025Q2: 22,022 shares; 2025Q3: 21,529 shares; 2025Q4: 20,922 shares; 2026Q1: 23,464 shares 23,464 $1.9M 0.01% +2,542 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,785 shares; 2025Q3: 43,890 shares; 2025Q4: 47,620 shares; 2026Q1: 45,524 shares 45,524 $1.9M 0.01% -2,096 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 10,518 shares; 2025Q1: 9,768 shares; 2025Q2: 42,656 shares; 2025Q3: 59,887 shares; 2025Q4: 62,732 shares; 2026Q1: 53,809 shares 53,809 $1.9M 0.01% -8,923 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,103 shares; 2024Q4: 459,382 shares; 2025Q1: 479,574 shares; 2025Q2: 507,027 shares; 2025Q3: 580,764 shares; 2025Q4: 701,847 shares; 2026Q1: 728,657 shares 728,657 $1.9M 0.01% +26,810 Timeline IBTG 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: 24,310 shares; 2024Q4: 53,573 shares; 2025Q1: 57,860 shares; 2025Q2: 50,853 shares; 2025Q3: 39,983 shares; 2025Q4: 78,240 shares; 2026Q1: 83,031 shares 83,031 $1.9M 0.01% +4,791 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 11,329 shares; 2025Q1: 10,705 shares; 2025Q2: 11,609 shares; 2025Q3: 13,550 shares; 2025Q4: 13,176 shares; 2026Q1: 18,834 shares 18,834 $1.9M 0.01% +5,658 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,331 shares; 2024Q4: 22,081 shares; 2025Q1: 49,956 shares; 2025Q2: 44,364 shares; 2025Q3: 42,212 shares; 2025Q4: 42,606 shares; 2026Q1: 35,925 shares 35,925 $1.9M 0.01% -6,681 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 13,066 shares; 2025Q1: 14,981 shares; 2025Q2: 15,506 shares; 2025Q3: 15,651 shares; 2025Q4: 11,557 shares; 2026Q1: 17,649 shares 17,649 $1.89M 0.01% +6,092 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: 3,801 shares; 2024Q4: 5,147 shares; 2025Q1: 6,410 shares; 2025Q2: 6,221 shares; 2025Q3: 6,772 shares; 2025Q4: 9,796 shares; 2026Q1: 18,479 shares 18,479 $1.89M 0.01% +8,683 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 25,097 shares; 2025Q1: 21,755 shares; 2025Q2: 33,056 shares; 2025Q3: 34,025 shares; 2025Q4: 38,065 shares; 2026Q1: 39,249 shares 39,249 $1.88M 0.01% +1,184 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: 2,304 shares; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 5,921 shares; 2025Q4: 6,096 shares; 2026Q1: 6,122 shares 6,122 $1.88M 0.01% +26 Timeline RDIV 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: 31,804 shares; 2024Q4: 28,299 shares; 2025Q1: 26,925 shares; 2025Q2: 27,106 shares; 2025Q3: 30,532 shares; 2025Q4: 32,115 shares; 2026Q1: 36,062 shares 36,062 $1.88M 0.01% +3,947 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 6,214 shares; 2025Q1: 5,549 shares; 2025Q2: 5,580 shares; 2025Q3: 6,247 shares; 2025Q4: 6,196 shares; 2026Q1: 8,982 shares 8,982 $1.87M 0.01% +2,786 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 3,714 shares; 2025Q1: 5,547 shares; 2025Q2: 7,007 shares; 2025Q3: 8,836 shares; 2025Q4: 9,605 shares; 2026Q1: 9,853 shares 9,853 $1.86M 0.01% +248 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,479 shares; 2024Q4: 124,827 shares; 2025Q1: 134,782 shares; 2025Q2: 135,444 shares; 2025Q3: 151,718 shares; 2025Q4: 153,301 shares; 2026Q1: 147,029 shares 147,029 $1.86M 0.01% -6,272 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,589 shares; 2025Q1: 1,649 shares; 2025Q2: 2,515 shares; 2025Q3: 1,806 shares; 2025Q4: 1,725 shares; 2026Q1: 6,620 shares 6,620 $1.86M 0.01% +4,895 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,599 shares; 2025Q2: 26,660 shares; 2025Q3: 32,581 shares; 2025Q4: 36,127 shares; 2026Q1: 43,621 shares 43,621 $1.86M 0.01% +7,494 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: 1,202 shares; 2024Q4: 1,087 shares; 2025Q1: 1,164 shares; 2025Q2: 2,376 shares; 2025Q3: 2,322 shares; 2025Q4: 2,272 shares; 2026Q1: 4,602 shares 4,602 $1.85M 0.01% +2,330 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: 6,137 shares; 2024Q4: 3,287 shares; 2025Q1: 3,639 shares; 2025Q2: 3,319 shares; 2025Q3: 3,617 shares; 2025Q4: 7,285 shares; 2026Q1: 9,001 shares 9,001 $1.85M 0.01% +1,716 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,090 shares; 2025Q1: 3,507 shares; 2025Q2: 3,828 shares; 2025Q3: 6,200 shares; 2025Q4: 6,880 shares; 2026Q1: 9,804 shares 9,804 $1.85M 0.01% +2,924 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: 1,722 shares; 2024Q4: 1,873 shares; 2025Q1: 1,794 shares; 2025Q2: 1,910 shares; 2025Q3: 1,971 shares; 2025Q4: 2,875 shares; 2026Q1: 11,080 shares 11,080 $1.85M 0.01% +8,205 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 11,926 shares; 2025Q1: 14,217 shares; 2025Q2: 14,813 shares; 2025Q3: 13,661 shares; 2025Q4: 8,829 shares; 2026Q1: 9,752 shares 9,752 $1.82M 0.01% +923 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: 17,666 shares; 2024Q4: 17,400 shares; 2025Q1: 19,038 shares; 2025Q2: 20,334 shares; 2025Q3: 20,899 shares; 2025Q4: 22,212 shares; 2026Q1: 28,875 shares 28,875 $1.82M 0.01% +6,663 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 24,531 shares; 2025Q1: 34,568 shares; 2025Q2: 27,978 shares; 2025Q3: 28,263 shares; 2025Q4: 26,965 shares; 2026Q1: 35,648 shares 35,648 $1.82M 0.01% +8,683 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 14,138 shares; 2025Q1: 15,611 shares; 2025Q2: 16,326 shares; 2025Q3: 16,275 shares; 2025Q4: 15,242 shares; 2026Q1: 16,015 shares 16,015 $1.81M 0.01% +773 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 450 shares; 2025Q1: 1,491 shares; 2025Q2: 2,419 shares; 2025Q3: 2,609 shares; 2025Q4: 2,512 shares; 2026Q1: 3,223 shares 3,223 $1.8M 0.01% +711 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,657 shares; 2025Q4: 6,933 shares; 2026Q1: 19,563 shares 19,563 $1.8M 0.01% +12,630 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,428 shares; 2025Q3: 13,791 shares; 2025Q4: 26,885 shares; 2026Q1: 34,621 shares 34,621 $1.79M 0.01% +7,736 Timeline EEMO 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: 59,471 shares; 2024Q4: 65,192 shares; 2025Q1: 74,988 shares; 2025Q2: 78,467 shares; 2025Q3: 81,905 shares; 2025Q4: 80,750 shares; 2026Q1: 101,821 shares 101,821 $1.79M 0.01% +21,071 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,266 shares; 2025Q3: 38,859 shares; 2025Q4: 39,326 shares; 2026Q1: 40,678 shares 40,678 $1.79M 0.01% +1,352 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: 2,190 shares; 2025Q1: 2,734 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 18,611 shares 18,611 $1.79M 0.01% +14,840 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: 4,251 shares; 2024Q4: 4,208 shares; 2025Q1: 4,573 shares; 2025Q2: 4,515 shares; 2025Q3: 5,456 shares; 2025Q4: 5,961 shares; 2026Q1: 5,979 shares 5,979 $1.78M 0.01% +18 Timeline EELV 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: 48,129 shares; 2024Q4: 53,268 shares; 2025Q1: 63,291 shares; 2025Q2: 73,367 shares; 2025Q3: 78,419 shares; 2025Q4: 87,422 shares; 2026Q1: 64,974 shares 64,974 $1.78M 0.01% -22,448 Timeline AOA 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: 6,991 shares; 2024Q4: 7,631 shares; 2025Q1: 8,661 shares; 2025Q2: 14,567 shares; 2025Q3: 17,163 shares; 2025Q4: 16,634 shares; 2026Q1: 19,800 shares 19,800 $1.77M 0.01% +3,166 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 27,565 shares; 2025Q1: 38,715 shares; 2025Q2: 53,437 shares; 2025Q3: 55,089 shares; 2025Q4: 55,510 shares; 2026Q1: 51,818 shares 51,818 $1.77M 0.01% -3,692 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: 11,445 shares; 2024Q4: 6,747 shares; 2025Q1: 7,172 shares; 2025Q2: 45,887 shares; 2025Q3: 62,726 shares; 2025Q4: 61,680 shares; 2026Q1: 57,653 shares 57,653 $1.77M 0.01% -4,027 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,384 shares; 2025Q4: 64,422 shares; 2026Q1: 69,085 shares 69,085 $1.76M 0.01% +4,663 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 4,087 shares; 2025Q1: 5,582 shares; 2025Q2: 5,813 shares; 2025Q3: 6,071 shares; 2025Q4: 8,736 shares; 2026Q1: 12,279 shares 12,279 $1.76M 0.01% +3,543 Timeline EWA 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: 64,210 shares; 2024Q4: 54,512 shares; 2025Q1: 65,712 shares; 2025Q2: 61,713 shares; 2025Q3: 61,838 shares; 2025Q4: 65,832 shares; 2026Q1: 67,134 shares 67,134 $1.76M 0.01% +1,302 Timeline EBND 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: 16,859 shares; 2025Q1: 31,494 shares; 2025Q2: 41,968 shares; 2025Q3: 59,856 shares; 2025Q4: 66,701 shares; 2026Q1: 82,225 shares 82,225 $1.76M 0.01% +15,524 Timeline FLCH 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: 35,915 shares; 2024Q4: 29,270 shares; 2025Q1: 30,212 shares; 2025Q2: 33,659 shares; 2025Q3: 35,003 shares; 2025Q4: 54,624 shares; 2026Q1: 73,449 shares 73,449 $1.75M 0.01% +18,825 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 13,570 shares; 2025Q1: 13,708 shares; 2025Q2: 14,052 shares; 2025Q3: 16,536 shares; 2025Q4: 16,298 shares; 2026Q1: 17,562 shares 17,562 $1.75M 0.01% +1,264 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,558 shares; 2025Q1: 5,212 shares; 2025Q2: 8,171 shares; 2025Q3: 8,302 shares; 2025Q4: 7,706 shares; 2026Q1: 7,951 shares 7,951 $1.74M 0.01% +245 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 18,732 shares; 2025Q1: 20,796 shares; 2025Q2: 23,456 shares; 2025Q3: 25,583 shares; 2025Q4: 26,718 shares; 2026Q1: 26,437 shares 26,437 $1.72M 0.01% -281 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,168 shares; 2026Q1: 45,609 shares 45,609 $1.72M 0.01% +19,441 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 16,207 shares; 2025Q1: 12,654 shares; 2025Q2: 12,104 shares; 2025Q3: 12,137 shares; 2025Q4: 13,034 shares; 2026Q1: 29,094 shares 29,094 $1.71M 0.01% +16,060 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,128 shares; 2024Q4: 74,082 shares; 2025Q1: 90,594 shares; 2025Q2: 93,084 shares; 2025Q3: 97,507 shares; 2025Q4: 77,117 shares; 2026Q1: 90,529 shares 90,529 $1.71M 0.01% +13,412 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,333 shares; 2025Q2: 18,045 shares; 2025Q3: 22,268 shares; 2025Q4: 29,991 shares; 2026Q1: 34,892 shares 34,892 $1.7M 0.01% +4,901 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 9,929 shares; 2026Q1: 21,355 shares 21,355 $1.7M 0.01% +11,426 Timeline ESGD 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: 6,339 shares; 2024Q4: 8,564 shares; 2025Q1: 6,495 shares; 2025Q2: 12,826 shares; 2025Q3: 17,124 shares; 2025Q4: 17,614 shares; 2026Q1: 17,816 shares 17,816 $1.69M 0.01% +202 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,175 shares; 2025Q1: 5,878 shares; 2025Q2: 7,213 shares; 2025Q3: 8,312 shares; 2025Q4: 7,473 shares; 2026Q1: 7,537 shares 7,537 $1.69M 0.01% +64 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 16,369 shares; 2025Q1: 21,288 shares; 2025Q2: 28,716 shares; 2025Q3: 41,440 shares; 2025Q4: 50,336 shares; 2026Q1: 38,730 shares 38,730 $1.68M 0.01% -11,606 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,809 shares 22,809 $1.68M 0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,988 shares 33,988 $1.67M 0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,570 shares; 2024Q4: 89,509 shares; 2025Q1: 92,863 shares; 2025Q2: 96,505 shares; 2025Q3: 90,821 shares; 2025Q4: 81,896 shares; 2026Q1: 81,970 shares 81,970 $1.67M 0.01% +74 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 8,581 shares; 2025Q1: not reported; 2025Q2: 49,818 shares; 2025Q3: 49,208 shares; 2025Q4: 45,409 shares; 2026Q1: 45,163 shares 45,163 $1.67M 0.01% -246 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,217 shares; 2024Q4: 105,737 shares; 2025Q1: 126,013 shares; 2025Q2: 132,315 shares; 2025Q3: 137,892 shares; 2025Q4: 122,575 shares; 2026Q1: 40,579 shares 40,579 $1.67M 0.01% -81,996 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,218 shares; 2025Q3: 57,884 shares; 2025Q4: 76,780 shares; 2026Q1: 78,611 shares 78,611 $1.67M 0.01% +1,831 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: not reported; 2024Q4: not reported; 2025Q1: 5,592 shares; 2025Q2: 4,632 shares; 2025Q3: 4,475 shares; 2025Q4: 5,328 shares; 2026Q1: 16,518 shares 16,518 $1.66M 0.01% +11,190 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,142 shares; 2024Q4: 39,896 shares; 2025Q1: 38,312 shares; 2025Q2: 80,075 shares; 2025Q3: 91,793 shares; 2025Q4: 46,333 shares; 2026Q1: 42,145 shares 42,145 $1.65M 0.01% -4,188 Timeline EWQ 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: 40,897 shares; 2024Q4: 46,297 shares; 2025Q1: 46,167 shares; 2025Q2: 46,167 shares; 2025Q3: 46,290 shares; 2025Q4: 34,183 shares; 2026Q1: 36,583 shares 36,583 $1.65M 0.01% +2,400 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,581 shares; 2026Q1: 18,334 shares 18,334 $1.65M 0.01% +10,753 Timeline ITB 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: 17,565 shares; 2024Q4: 21,746 shares; 2025Q1: 19,702 shares; 2025Q2: 16,268 shares; 2025Q3: 21,427 shares; 2025Q4: 15,123 shares; 2026Q1: 17,122 shares 17,122 $1.64M 0.01% +1,999 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 24,853 shares; 2025Q1: 24,640 shares; 2025Q2: 23,365 shares; 2025Q3: 22,037 shares; 2025Q4: 22,337 shares; 2026Q1: 21,682 shares 21,682 $1.64M 0.01% -655 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,539 shares; 2024Q4: 62,815 shares; 2025Q1: 67,703 shares; 2025Q2: 56,379 shares; 2025Q3: 61,279 shares; 2025Q4: 101,644 shares; 2026Q1: 91,843 shares 91,843 $1.64M 0.01% -9,801 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,543 shares; 2024Q4: 37,574 shares; 2025Q1: 47,944 shares; 2025Q2: 38,237 shares; 2025Q3: 38,395 shares; 2025Q4: 36,279 shares; 2026Q1: 44,920 shares 44,920 $1.64M 0.01% +8,641 Timeline BSMR 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: 34,273 shares; 2024Q4: 41,409 shares; 2025Q1: 46,069 shares; 2025Q2: 49,476 shares; 2025Q3: 53,542 shares; 2025Q4: 67,207 shares; 2026Q1: 68,975 shares 68,975 $1.63M 0.01% +1,768 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 31,375 shares; 2025Q1: 42,576 shares; 2025Q2: 58,157 shares; 2025Q3: 78,362 shares; 2025Q4: 80,979 shares; 2026Q1: 80,580 shares 80,580 $1.62M 0.01% -399 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,987 shares; 2025Q3: 22,115 shares; 2025Q4: 34,636 shares; 2026Q1: 50,279 shares 50,279 $1.61M 0.01% +15,643 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,956 shares 59,956 $1.6M 0.01% new 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: 8,893 shares; 2024Q4: 5,160 shares; 2025Q1: 4,302 shares; 2025Q2: 5,060 shares; 2025Q3: 5,840 shares; 2025Q4: 4,720 shares; 2026Q1: 8,201 shares 8,201 $1.6M 0.01% +3,481 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 7,346 shares; 2025Q4: 8,875 shares; 2026Q1: 12,234 shares 12,234 $1.6M 0.01% +3,359 Timeline DFIP 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: 31,599 shares; 2024Q4: 21,920 shares; 2025Q1: 33,829 shares; 2025Q2: 34,488 shares; 2025Q3: 41,629 shares; 2025Q4: 40,818 shares; 2026Q1: 38,474 shares 38,474 $1.6M 0.01% -2,344 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,998 shares; 2024Q4: 36,129 shares; 2025Q1: 27,666 shares; 2025Q2: 25,837 shares; 2025Q3: 25,221 shares; 2025Q4: 19,829 shares; 2026Q1: 18,067 shares 18,067 $1.6M 0.01% -1,762 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 20,810 shares; 2025Q1: 20,885 shares; 2025Q2: 18,587 shares; 2025Q3: 18,665 shares; 2025Q4: 18,929 shares; 2026Q1: 18,506 shares 18,506 $1.59M 0.01% -423 Timeline FLTB 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: not reported; 2025Q1: 4,205 shares; 2025Q2: 4,894 shares; 2025Q3: 13,178 shares; 2025Q4: 20,709 shares; 2026Q1: 31,404 shares 31,404 $1.59M 0.01% +10,695 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: 24,536 shares; 2024Q4: 23,456 shares; 2025Q1: 20,051 shares; 2025Q2: 18,214 shares; 2025Q3: 18,538 shares; 2025Q4: 18,112 shares; 2026Q1: 19,651 shares 19,651 $1.59M 0.01% +1,539 Timeline FLQS 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: 27,676 shares; 2024Q4: 28,261 shares; 2025Q1: 29,490 shares; 2025Q2: 32,051 shares; 2025Q3: 31,862 shares; 2025Q4: 34,834 shares; 2026Q1: 36,644 shares 36,644 $1.58M 0.01% +1,810 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,924 shares; 2024Q4: 107,320 shares; 2025Q1: 135,572 shares; 2025Q2: 176,467 shares; 2025Q3: 181,916 shares; 2025Q4: 208,824 shares; 2026Q1: 223,419 shares 223,419 $1.58M 0.01% +14,595 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 13,504 shares 13,504 $1.58M 0.01% +11,376 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,126 shares; 2026Q1: 30,837 shares 30,837 $1.57M 0.01% +23,711 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,283 shares; 2026Q1: 74,366 shares 74,366 $1.57M 0.01% +56,083 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,965 shares; 2026Q1: 65,317 shares 65,317 $1.57M 0.01% +51,352 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,152 shares; 2025Q2: 2,237 shares; 2025Q3: 2,560 shares; 2025Q4: 2,170 shares; 2026Q1: 3,464 shares 3,464 $1.56M 0.01% +1,294 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,501 shares; 2025Q1: 46,575 shares; 2025Q2: 32,676 shares; 2025Q3: 39,922 shares; 2025Q4: 35,316 shares; 2026Q1: 43,273 shares 43,273 $1.56M 0.01% +7,957 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: not reported; 2024Q4: 885 shares; 2025Q1: 1,177 shares; 2025Q2: 1,280 shares; 2025Q3: 1,605 shares; 2025Q4: 1,460 shares; 2026Q1: 5,641 shares 5,641 $1.56M 0.01% +4,181 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,732 shares; 2025Q1: 6,871 shares; 2025Q2: 16,124 shares; 2025Q3: 22,714 shares; 2025Q4: 27,886 shares; 2026Q1: 26,625 shares 26,625 $1.55M 0.01% -1,261 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 15,851 shares; 2025Q1: 19,095 shares; 2025Q2: 23,943 shares; 2025Q3: 32,165 shares; 2025Q4: 32,983 shares; 2026Q1: 31,823 shares 31,823 $1.54M 0.01% -1,160 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,700 shares 33,700 $1.54M 0.01% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 28,586 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,266 shares; 2025Q4: 31,570 shares; 2026Q1: 56,279 shares 56,279 $1.54M 0.01% +24,709 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: 10,374 shares; 2024Q4: 9,767 shares; 2025Q1: 10,385 shares; 2025Q2: 11,370 shares; 2025Q3: 12,324 shares; 2025Q4: 13,494 shares; 2026Q1: 22,467 shares 22,467 $1.53M 0.01% +8,973 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,380 shares; 2024Q4: 57,853 shares; 2025Q1: 62,156 shares; 2025Q2: 58,806 shares; 2025Q3: 58,273 shares; 2025Q4: 60,785 shares; 2026Q1: 61,123 shares 61,123 $1.52M 0.01% +338 Timeline EIRL 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: 13,700 shares; 2024Q4: 15,300 shares; 2025Q1: 16,900 shares; 2025Q2: 17,700 shares; 2025Q3: 18,500 shares; 2025Q4: 19,300 shares; 2026Q1: 20,700 shares 20,700 $1.52M 0.01% +1,400 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,738 shares; 2025Q1: 4,993 shares; 2025Q2: 9,301 shares; 2025Q3: 7,723 shares; 2025Q4: 7,006 shares; 2026Q1: 10,778 shares 10,778 $1.52M 0.01% +3,772 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: 9,506 shares; 2024Q4: 8,929 shares; 2025Q1: 11,251 shares; 2025Q2: 14,842 shares; 2025Q3: 18,929 shares; 2025Q4: 17,348 shares; 2026Q1: 22,547 shares 22,547 $1.51M 0.01% +5,199 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,465 shares; 2025Q1: 8,299 shares; 2025Q2: 8,797 shares; 2025Q3: 8,470 shares; 2025Q4: 6,193 shares; 2026Q1: 8,447 shares 8,447 $1.51M 0.01% +2,254 Timeline MORT 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: 65,198 shares; 2024Q4: 76,915 shares; 2025Q1: 85,311 shares; 2025Q2: 102,561 shares; 2025Q3: 114,016 shares; 2025Q4: 116,100 shares; 2026Q1: 142,889 shares 142,889 $1.5M 0.01% +26,789 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 73,354 shares; 2025Q1: 90,512 shares; 2025Q2: 146,851 shares; 2025Q3: 174,851 shares; 2025Q4: 179,923 shares; 2026Q1: 186,156 shares 186,156 $1.5M 0.01% +6,233 Timeline SLQD 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: 4,419 shares; 2024Q4: 4,107 shares; 2025Q1: 14,192 shares; 2025Q2: 25,536 shares; 2025Q3: 25,354 shares; 2025Q4: 24,193 shares; 2026Q1: 29,454 shares 29,454 $1.49M 0.01% +5,261 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,995 shares; 2024Q4: 20,620 shares; 2025Q1: 16,145 shares; 2025Q2: 25,177 shares; 2025Q3: 41,755 shares; 2025Q4: 70,352 shares; 2026Q1: 77,084 shares 77,084 $1.49M 0.01% +6,732 Timeline IYG 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: 12,384 shares; 2024Q4: 12,126 shares; 2025Q1: 18,200 shares; 2025Q2: 18,831 shares; 2025Q3: 18,311 shares; 2025Q4: 15,912 shares; 2026Q1: 16,167 shares 16,167 $1.49M 0.01% +255 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 40,657 shares; 2025Q1: 51,956 shares; 2025Q2: 48,802 shares; 2025Q3: 44,926 shares; 2025Q4: 44,820 shares; 2026Q1: 50,098 shares 50,098 $1.48M 0.01% +5,278 Timeline PFIG 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: 70,224 shares; 2024Q4: 70,267 shares; 2025Q1: 74,110 shares; 2025Q2: 63,906 shares; 2025Q3: 61,525 shares; 2025Q4: 61,968 shares; 2026Q1: 60,717 shares 60,717 $1.47M 0.01% -1,251 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,480 shares; 2025Q3: 2,201 shares; 2025Q4: 2,621 shares; 2026Q1: 8,022 shares 8,022 $1.47M 0.01% +5,401 Timeline PPH 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: 24,158 shares; 2024Q4: 15,664 shares; 2025Q1: 14,015 shares; 2025Q2: 14,241 shares; 2025Q3: 12,131 shares; 2025Q4: 11,282 shares; 2026Q1: 14,242 shares 14,242 $1.47M 0.01% +2,960 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: 285 shares; 2024Q4: 291 shares; 2025Q1: 316 shares; 2025Q2: 362 shares; 2025Q3: 347 shares; 2025Q4: 351 shares; 2026Q1: 433 shares 433 $1.47M 0.01% +82 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,712 shares; 2024Q4: 21,535 shares; 2025Q1: 21,848 shares; 2025Q2: 25,231 shares; 2025Q3: 25,834 shares; 2025Q4: 25,357 shares; 2026Q1: 23,387 shares 23,387 $1.46M 0.01% -1,970 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: 352 shares; 2024Q4: 1,373 shares; 2025Q1: 1,793 shares; 2025Q2: 2,140 shares; 2025Q3: 2,567 shares; 2025Q4: 2,585 shares; 2026Q1: 2,536 shares 2,536 $1.45M 0.01% -49 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,303 shares; 2025Q3: 79,787 shares; 2025Q4: 72,407 shares; 2026Q1: 45,110 shares 45,110 $1.45M 0.01% -27,297 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,719 shares; 2024Q4: 56,984 shares; 2025Q1: 57,398 shares; 2025Q2: 71,636 shares; 2025Q3: 74,699 shares; 2025Q4: 88,425 shares; 2026Q1: 101,946 shares 101,946 $1.44M 0.01% +13,521 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 18,892 shares; 2025Q1: 15,909 shares; 2025Q2: 17,436 shares; 2025Q3: 22,785 shares; 2025Q4: 29,588 shares; 2026Q1: 9,759 shares 9,759 $1.44M 0.01% -19,829 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,962 shares; 2025Q1: 3,048 shares; 2025Q2: 3,215 shares; 2025Q3: 3,308 shares; 2025Q4: 3,135 shares; 2026Q1: 13,572 shares 13,572 $1.44M 0.01% +10,437 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,256 shares; 2025Q3: 13,923 shares; 2025Q4: 16,712 shares; 2026Q1: 27,216 shares 27,216 $1.43M 0.01% +10,504 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,886 shares; 2024Q4: 37,073 shares; 2025Q1: 40,488 shares; 2025Q2: 37,965 shares; 2025Q3: 37,954 shares; 2025Q4: 37,962 shares; 2026Q1: 38,295 shares 38,295 $1.42M 0.01% +333 Timeline ISCV 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: 3,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,036 shares; 2025Q4: 19,886 shares; 2026Q1: 20,730 shares 20,730 $1.42M 0.01% +844 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 25,953 shares; 2025Q1: 30,501 shares; 2025Q2: 34,147 shares; 2025Q3: 36,530 shares; 2025Q4: 44,746 shares; 2026Q1: 58,942 shares 58,942 $1.42M 0.01% +14,196 Timeline IBTH 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: 14,445 shares; 2024Q4: 25,453 shares; 2025Q1: 30,539 shares; 2025Q2: 31,628 shares; 2025Q3: 35,837 shares; 2025Q4: 59,609 shares; 2026Q1: 62,945 shares 62,945 $1.41M 0.01% +3,336 Timeline TIPX 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: 38,895 shares; 2025Q2: 74,525 shares; 2025Q3: 68,417 shares; 2025Q4: 60,800 shares; 2026Q1: 74,117 shares 74,117 $1.41M 0.01% +13,317 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: 1,106 shares; 2024Q4: 889 shares; 2025Q1: 925 shares; 2025Q2: 881 shares; 2025Q3: 842 shares; 2025Q4: 1,205 shares; 2026Q1: 1,829 shares 1,829 $1.41M 0.01% +624 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 5,126 shares; 2025Q1: 5,822 shares; 2025Q2: 6,664 shares; 2025Q3: 6,505 shares; 2025Q4: 8,281 shares; 2026Q1: 30,156 shares 30,156 $1.41M 0.01% +21,875 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 4,469 shares; 2025Q4: 4,117 shares; 2026Q1: 4,232 shares 4,232 $1.39M 0.01% +115 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 17,564 shares; 2025Q1: 24,980 shares; 2025Q2: 28,272 shares; 2025Q3: 26,557 shares; 2025Q4: 22,756 shares; 2026Q1: 19,984 shares 19,984 $1.39M 0.01% -2,772 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: 11,885 shares; 2024Q4: 12,237 shares; 2025Q1: 9,509 shares; 2025Q2: 12,908 shares; 2025Q3: 20,161 shares; 2025Q4: 28,743 shares; 2026Q1: 23,625 shares 23,625 $1.39M 0.01% -5,118 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 7,206 shares; 2025Q4: not reported; 2026Q1: 17,466 shares 17,466 $1.38M 0.01% new 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: 2,067 shares; 2024Q4: 2,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,341 shares 15,341 $1.38M 0.01% new Timeline FLBL 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: 52,554 shares; 2024Q4: 43,763 shares; 2025Q1: 53,931 shares; 2025Q2: 57,372 shares; 2025Q3: 55,366 shares; 2025Q4: 51,025 shares; 2026Q1: 58,599 shares 58,599 $1.37M 0.01% +7,574 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,307 shares; 2025Q3: 4,215 shares; 2025Q4: 4,228 shares; 2026Q1: 4,296 shares 4,296 $1.37M 0.01% +68 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,164 shares; 2024Q4: 18,127 shares; 2025Q1: 8,080 shares; 2025Q2: 4,443 shares; 2025Q3: 4,047 shares; 2025Q4: 3,899 shares; 2026Q1: 14,134 shares 14,134 $1.37M 0.01% +10,235 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares; 2026Q1: 6,881 shares 6,881 $1.36M 0.01% +5,607 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 327 shares; 2025Q2: 345 shares; 2025Q3: 358 shares; 2025Q4: 403 shares; 2026Q1: 257 shares 257 $1.36M 0.01% -146 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 7,979 shares; 2025Q1: 10,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,554 shares 47,554 $1.36M 0.01% new 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: 2,596 shares; 2024Q4: 3,729 shares; 2025Q1: 3,799 shares; 2025Q2: 5,264 shares; 2025Q3: 5,674 shares; 2025Q4: 6,424 shares; 2026Q1: 8,238 shares 8,238 $1.35M 0.01% +1,814 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 5,401 shares; 2025Q1: 6,129 shares; 2025Q2: 5,938 shares; 2025Q3: 4,886 shares; 2025Q4: 5,662 shares; 2026Q1: 9,863 shares 9,863 $1.33M 0.01% +4,201 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,519 shares 4,519 $1.33M 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,143 shares 17,143 $1.33M 0.01% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,938 shares; 2024Q4: 67,079 shares; 2025Q1: 75,352 shares; 2025Q2: 83,936 shares; 2025Q3: 78,706 shares; 2025Q4: 57,595 shares; 2026Q1: 30,243 shares 30,243 $1.32M 0.01% -27,352 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: 6,180 shares; 2025Q2: 12,594 shares; 2025Q3: 17,951 shares; 2025Q4: 20,289 shares; 2026Q1: 26,164 shares 26,164 $1.32M 0.01% +5,875 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,239 shares 11,239 $1.32M 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,516 shares 37,516 $1.32M 0.01% new Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 6,819 shares; 2025Q1: 8,655 shares; 2025Q2: 6,798 shares; 2025Q3: 6,684 shares; 2025Q4: 6,775 shares; 2026Q1: 6,239 shares 6,239 $1.31M 0.01% -536 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,787 shares 27,787 $1.31M 0.01% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,704 shares; 2024Q4: 18,468 shares; 2025Q1: 24,646 shares; 2025Q2: 34,905 shares; 2025Q3: 37,262 shares; 2025Q4: 37,490 shares; 2026Q1: 29,579 shares 29,579 $1.31M 0.01% -7,911 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: 6,581 shares; 2024Q4: 6,086 shares; 2025Q1: 6,754 shares; 2025Q2: 12,335 shares; 2025Q3: 12,573 shares; 2025Q4: 15,888 shares; 2026Q1: 15,996 shares 15,996 $1.3M 0.01% +108 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 reported; 2025Q4: 10,408 shares; 2026Q1: 17,111 shares 17,111 $1.29M 0.01% +6,703 Timeline EWK 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: 75,297 shares; 2024Q4: 75,297 shares; 2025Q1: 78,097 shares; 2025Q2: 65,797 shares; 2025Q3: 65,797 shares; 2025Q4: 61,397 shares; 2026Q1: 52,997 shares 52,997 $1.29M 0.01% -8,400 Timeline IAK 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: 26,659 shares; 2024Q4: 23,163 shares; 2025Q1: 15,972 shares; 2025Q2: 15,477 shares; 2025Q3: 10,331 shares; 2025Q4: 9,082 shares; 2026Q1: 9,405 shares 9,405 $1.28M 0.01% +323 Timeline KBWD 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: 56,248 shares; 2024Q4: 65,113 shares; 2025Q1: 64,459 shares; 2025Q2: 85,878 shares; 2025Q3: 77,798 shares; 2025Q4: 32,687 shares; 2026Q1: 93,483 shares 93,483 $1.28M 0.01% +60,796 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,553 shares; 2025Q4: 14,612 shares; 2026Q1: 49,888 shares 49,888 $1.27M 0.01% +35,276 Timeline QQQJ 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: 35,844 shares; 2024Q4: 34,431 shares; 2025Q1: 34,698 shares; 2025Q2: 33,079 shares; 2025Q3: 34,512 shares; 2025Q4: 34,135 shares; 2026Q1: 34,391 shares 34,391 $1.27M 0.01% +256 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 26,468 shares; 2025Q1: 31,873 shares; 2025Q2: 35,866 shares; 2025Q3: 40,773 shares; 2025Q4: 45,457 shares; 2026Q1: 56,384 shares 56,384 $1.26M 0.01% +10,927 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,519 shares; 2025Q4: 2,564 shares; 2026Q1: 4,942 shares 4,942 $1.26M 0.01% +2,378 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,419 shares; 2024Q4: 106,504 shares; 2025Q1: 61,345 shares; 2025Q2: 46,004 shares; 2025Q3: 46,564 shares; 2025Q4: 37,670 shares; 2026Q1: 20,165 shares 20,165 $1.26M 0.01% -17,505 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 7,015 shares; 2025Q1: 8,968 shares; 2025Q2: 11,354 shares; 2025Q3: 14,264 shares; 2025Q4: 14,469 shares; 2026Q1: 15,484 shares 15,484 $1.26M 0.01% +1,015 Timeline FSIG 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: 39,169 shares; 2024Q4: 40,547 shares; 2025Q1: 53,882 shares; 2025Q2: 63,507 shares; 2025Q3: 62,267 shares; 2025Q4: 61,982 shares; 2026Q1: 64,997 shares 64,997 $1.25M 0.01% +3,015 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 27,023 shares; 2025Q1: 44,527 shares; 2025Q2: 56,320 shares; 2025Q3: 58,261 shares; 2025Q4: 64,108 shares; 2026Q1: 47,356 shares 47,356 $1.24M 0.01% -16,752 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,546 shares; 2025Q4: 43,126 shares; 2026Q1: 42,876 shares 42,876 $1.24M 0.01% -250 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 9,411 shares; 2026Q1: 16,675 shares 16,675 $1.24M 0.01% +7,264 Timeline PTNQ 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: 83,300 shares; 2024Q4: 78,714 shares; 2025Q1: 79,967 shares; 2025Q2: 53,917 shares; 2025Q3: 41,986 shares; 2025Q4: 33,886 shares; 2026Q1: 15,753 shares 15,753 $1.24M 0.01% -18,133 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: 6,312 shares; 2024Q4: 6,449 shares; 2025Q1: 7,138 shares; 2025Q2: 8,895 shares; 2025Q3: 10,612 shares; 2025Q4: 9,284 shares; 2026Q1: 16,699 shares 16,699 $1.24M 0.01% +7,415 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,656 shares; 2025Q1: 2,657 shares; 2025Q2: 2,745 shares; 2025Q3: 2,752 shares; 2025Q4: 2,918 shares; 2026Q1: 10,895 shares 10,895 $1.24M 0.01% +7,977 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,128 shares; 2025Q3: 4,085 shares; 2025Q4: 10,173 shares; 2026Q1: 14,682 shares 14,682 $1.23M 0.01% +4,509 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,152 shares; 2025Q3: 16,093 shares; 2025Q4: 25,369 shares; 2026Q1: 25,500 shares 25,500 $1.23M 0.01% +131 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,777 shares 9,777 $1.22M 0.01% new Timeline DBE 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: 49,033 shares; 2024Q4: 51,824 shares; 2025Q1: 58,374 shares; 2025Q2: 69,044 shares; 2025Q3: 74,814 shares; 2025Q4: 88,378 shares; 2026Q1: 69,378 shares 69,378 $1.21M 0.01% -19,000 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,713 shares; 2024Q4: 35,278 shares; 2025Q1: 46,116 shares; 2025Q2: 43,471 shares; 2025Q3: 37,090 shares; 2025Q4: 27,932 shares; 2026Q1: 29,988 shares 29,988 $1.21M 0.01% +2,056 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,617 shares; 2025Q1: 4,242 shares; 2025Q2: 4,985 shares; 2025Q3: 4,988 shares; 2025Q4: 7,084 shares; 2026Q1: 12,061 shares 12,061 $1.2M 0.01% +4,977 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 6,646 shares; 2025Q1: 6,600 shares; 2025Q2: 7,272 shares; 2025Q3: 8,086 shares; 2025Q4: 11,267 shares; 2026Q1: 15,441 shares 15,441 $1.2M 0.01% +4,174 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,404 shares; 2024Q4: 39,226 shares; 2025Q1: 38,734 shares; 2025Q2: 36,353 shares; 2025Q3: 30,346 shares; 2025Q4: 27,953 shares; 2026Q1: 26,667 shares 26,667 $1.19M 0.01% -1,286 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 11,061 shares; 2025Q3: 12,477 shares; 2025Q4: 12,819 shares; 2026Q1: 10,787 shares 10,787 $1.19M 0.01% -2,032 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 10,565 shares; 2025Q1: 10,417 shares; 2025Q2: 13,693 shares; 2025Q3: 11,450 shares; 2025Q4: 20,235 shares; 2026Q1: 23,648 shares 23,648 $1.19M 0.01% +3,413 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 25,790 shares; 2025Q3: 35,317 shares; 2025Q4: 47,116 shares; 2026Q1: 51,695 shares 51,695 $1.18M 0.01% +4,579 Timeline ISCG 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: 5,589 shares; 2024Q4: 6,177 shares; 2025Q1: 6,529 shares; 2025Q2: 8,830 shares; 2025Q3: 12,952 shares; 2025Q4: 20,551 shares; 2026Q1: 21,239 shares 21,239 $1.18M 0.01% +688 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,036 shares 34,036 $1.18M 0.01% new 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: 57,017 shares; 2024Q4: 39,527 shares; 2025Q1: 27,705 shares; 2025Q2: 30,950 shares; 2025Q3: 19,069 shares; 2025Q4: 14,731 shares; 2026Q1: 22,096 shares 22,096 $1.17M 0.01% +7,365 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: 27,715 shares; 2024Q4: 21,820 shares; 2025Q1: 23,239 shares; 2025Q2: 28,717 shares; 2025Q3: 22,071 shares; 2025Q4: 20,262 shares; 2026Q1: 37,426 shares 37,426 $1.17M 0.01% +17,164 Timeline FLRT 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: 19,422 shares; 2024Q4: 34,849 shares; 2025Q1: 58,598 shares; 2025Q2: 44,555 shares; 2025Q3: 44,647 shares; 2025Q4: 42,933 shares; 2026Q1: 24,647 shares 24,647 $1.16M 0.01% -18,286 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,010 shares; 2025Q1: 2,321 shares; 2025Q2: 1,903 shares; 2025Q3: 1,907 shares; 2025Q4: 2,283 shares; 2026Q1: 9,186 shares 9,186 $1.16M 0.01% +6,903 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: 17,799 shares; 2025Q1: 17,096 shares; 2025Q2: 18,058 shares; 2025Q3: 18,464 shares; 2025Q4: 19,539 shares; 2026Q1: 20,790 shares 20,790 $1.16M 0.01% +1,251 Timeline EWO 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: 60,637 shares; 2024Q4: 60,637 shares; 2025Q1: 47,837 shares; 2025Q2: 40,237 shares; 2025Q3: 38,537 shares; 2025Q4: 38,537 shares; 2026Q1: 32,537 shares 32,537 $1.15M 0.01% -6,000 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 9,091 shares; 2025Q1: 9,091 shares; 2025Q2: 8,918 shares; 2025Q3: 8,918 shares; 2025Q4: 9,084 shares; 2026Q1: 9,085 shares 9,085 $1.14M 0.01% +1 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 5,978 shares 5,978 $1.14M 0.01% +4,711 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 7,908 shares; 2025Q1: 11,104 shares; 2025Q2: 19,973 shares; 2025Q3: 21,700 shares; 2025Q4: 23,918 shares; 2026Q1: 29,641 shares 29,641 $1.14M 0.01% +5,723 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,587 shares; 2025Q1: 13,874 shares; 2025Q2: 12,824 shares; 2025Q3: 14,970 shares; 2025Q4: 17,953 shares; 2026Q1: 18,710 shares 18,710 $1.14M 0.01% +757 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,299 shares; 2025Q1: 3,666 shares; 2025Q2: 4,940 shares; 2025Q3: 4,681 shares; 2025Q4: 3,586 shares; 2026Q1: 4,130 shares 4,130 $1.13M 0.01% +544 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: 66,687 shares; 2024Q4: 65,533 shares; 2025Q1: 23,173 shares; 2025Q2: 11,849 shares; 2025Q3: 13,256 shares; 2025Q4: 13,970 shares; 2026Q1: 13,106 shares 13,106 $1.13M 0.01% -864 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 590 shares; 2025Q4: 1,337 shares; 2026Q1: 2,100 shares 2,100 $1.13M 0.01% +763 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 96,396 shares; 2025Q1: 104,274 shares; 2025Q2: 94,043 shares; 2025Q3: 84,960 shares; 2025Q4: 76,329 shares; 2026Q1: 75,966 shares 75,966 $1.13M 0.01% -363 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: 17,460 shares; 2024Q4: 16,725 shares; 2025Q1: 13,889 shares; 2025Q2: 13,674 shares; 2025Q3: 54,560 shares; 2025Q4: 55,942 shares; 2026Q1: 64,830 shares 64,830 $1.12M 0.01% +8,888 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: 18,528 shares; 2024Q4: 18,528 shares; 2025Q1: 18,528 shares; 2025Q2: 17,428 shares; 2025Q3: 17,428 shares; 2025Q4: 16,028 shares; 2026Q1: 15,154 shares 15,154 $1.12M 0.01% -874 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: 4,840 shares; 2025Q2: 7,647 shares; 2025Q3: 8,113 shares; 2025Q4: 10,316 shares; 2026Q1: 9,907 shares 9,907 $1.11M 0.01% -409 Timeline DMXF 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: 25,714 shares; 2024Q4: 29,439 shares; 2025Q1: 18,579 shares; 2025Q2: 16,261 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,792 shares 14,792 $1.11M 0.01% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,116 shares; 2025Q1: 11,080 shares; 2025Q2: 10,351 shares; 2025Q3: 12,112 shares; 2025Q4: 11,496 shares; 2026Q1: 13,869 shares 13,869 $1.11M 0.01% +2,373 Timeline QLV 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: 5,173 shares; 2025Q2: 15,210 shares; 2025Q3: 8,755 shares; 2025Q4: 13,347 shares; 2026Q1: 15,350 shares 15,350 $1.11M 0.01% +2,003 Timeline PTLC 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: 20,716 shares; 2024Q4: 25,144 shares; 2025Q1: 26,964 shares; 2025Q2: 23,124 shares; 2025Q3: 23,391 shares; 2025Q4: 19,418 shares; 2026Q1: 19,858 shares 19,858 $1.1M 0.01% +440 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: 5,191 shares; 2024Q4: 9,538 shares; 2025Q1: 10,476 shares; 2025Q2: 9,840 shares; 2025Q3: 8,974 shares; 2025Q4: 9,151 shares; 2026Q1: 11,697 shares 11,697 $1.1M 0.01% +2,546 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,419 shares; 2025Q1: 1,397 shares; 2025Q2: 1,366 shares; 2025Q3: 1,439 shares; 2025Q4: 1,411 shares; 2026Q1: 1,876 shares 1,876 $1.1M 0.01% +465 Timeline BSMW 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: 28,683 shares; 2024Q4: 31,187 shares; 2025Q1: 34,783 shares; 2025Q2: 40,166 shares; 2025Q3: 42,059 shares; 2025Q4: 41,404 shares; 2026Q1: 43,870 shares 43,870 $1.1M 0.01% +2,466 Timeline QQEW 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: 71,956 shares; 2024Q4: 53,406 shares; 2025Q1: 33,591 shares; 2025Q2: 32,292 shares; 2025Q3: 32,065 shares; 2025Q4: 18,807 shares; 2026Q1: 7,750 shares 7,750 $1.1M 0.01% -11,057 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,514 shares 41,514 $1.1M 0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,716 shares; 2024Q4: 89,364 shares; 2025Q1: 49,841 shares; 2025Q2: 45,702 shares; 2025Q3: 45,643 shares; 2025Q4: 44,651 shares; 2026Q1: 43,546 shares 43,546 $1.1M 0.01% -1,105 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 15,894 shares; 2025Q1: 18,647 shares; 2025Q2: 19,230 shares; 2025Q3: 19,326 shares; 2025Q4: 21,729 shares; 2026Q1: 21,757 shares 21,757 $1.1M 0.01% +28 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,768 shares; 2024Q4: 10,861 shares; 2025Q1: 10,927 shares; 2025Q2: 10,823 shares; 2025Q3: not reported; 2025Q4: 14,228 shares; 2026Q1: 23,004 shares 23,004 $1.1M 0.01% +8,776 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,048 shares; 2026Q1: 5,108 shares 5,108 $1.09M 0.01% +4,060 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,753 shares; 2025Q2: 8,575 shares; 2025Q3: 17,203 shares; 2025Q4: 28,402 shares; 2026Q1: 33,270 shares 33,270 $1.09M 0.01% +4,868 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,081 shares; 2024Q4: 56,799 shares; 2025Q1: 100,465 shares; 2025Q2: 24,019 shares; 2025Q3: 20,697 shares; 2025Q4: 22,377 shares; 2026Q1: 26,292 shares 26,292 $1.09M 0.01% +3,915 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,470 shares; 2025Q1: 10,520 shares; 2025Q2: 10,491 shares; 2025Q3: 10,494 shares; 2025Q4: 18,121 shares; 2026Q1: 19,688 shares 19,688 $1.08M 0.01% +1,567 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 21,079 shares; 2025Q1: 19,251 shares; 2025Q2: 21,744 shares; 2025Q3: 19,864 shares; 2025Q4: 16,805 shares; 2026Q1: 16,116 shares 16,116 $1.08M 0.01% -689 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 2,401 shares; 2025Q1: 2,339 shares; 2025Q2: 2,358 shares; 2025Q3: 2,203 shares; 2025Q4: 2,102 shares; 2026Q1: 6,389 shares 6,389 $1.08M 0.01% +4,287 Timeline RSPT 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: 23,384 shares; 2024Q4: 22,044 shares; 2025Q1: 20,462 shares; 2025Q2: 21,048 shares; 2025Q3: 21,265 shares; 2025Q4: 22,382 shares; 2026Q1: 23,683 shares 23,683 $1.08M 0.01% +1,301 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 40,617 shares; 2025Q4: 47,748 shares; 2026Q1: 61,510 shares 61,510 $1.08M 0.01% +13,762 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 15,769 shares; 2025Q1: 16,250 shares; 2025Q2: 17,202 shares; 2025Q3: 20,363 shares; 2025Q4: 24,572 shares; 2026Q1: 40,457 shares 40,457 $1.07M 0.01% +15,885 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 3,078 shares; 2025Q1: 2,618 shares; 2025Q2: 2,626 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,502 shares 7,502 $1.07M 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 7,262 shares; 2025Q1: 8,630 shares; 2025Q2: not reported; 2025Q3: 4,755 shares; 2025Q4: 4,950 shares; 2026Q1: 22,883 shares 22,883 $1.07M 0.01% +17,933 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 25,622 shares; 2025Q1: 25,609 shares; 2025Q2: 38,048 shares; 2025Q3: 30,150 shares; 2025Q4: 29,650 shares; 2026Q1: 41,467 shares 41,467 $1.07M 0.01% +11,817 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,328 shares 6,328 $1.06M 0.01% +80 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 13,683 shares; 2025Q1: 18,540 shares; 2025Q2: 22,685 shares; 2025Q3: 24,635 shares; 2025Q4: 23,227 shares; 2026Q1: 26,122 shares 26,122 $1.06M 0.01% +2,895 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,481 shares; 2025Q4: 21,153 shares; 2026Q1: 29,556 shares 29,556 $1.06M 0.01% +8,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,106 shares 8,106 $1.05M 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,203 shares; 2025Q1: 1,915 shares; 2025Q2: 2,110 shares; 2025Q3: 2,223 shares; 2025Q4: 3,109 shares; 2026Q1: 8,155 shares 8,155 $1.05M 0.01% +5,046 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: 85,979 shares; 2024Q4: 90,441 shares; 2025Q1: 93,694 shares; 2025Q2: 90,931 shares; 2025Q3: 107,425 shares; 2025Q4: 127,130 shares; 2026Q1: 41,093 shares 41,093 $1.05M 0.01% -86,037 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,821 shares 15,821 $1.05M 0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,590 shares; 2025Q2: 10,207 shares; 2025Q3: 15,083 shares; 2025Q4: 15,776 shares; 2026Q1: 29,936 shares 29,936 $1.05M 0.01% +14,160 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,532 shares; 2025Q1: 1,543 shares; 2025Q2: 1,555 shares; 2025Q3: 1,560 shares; 2025Q4: 1,688 shares; 2026Q1: 2,608 shares 2,608 $1.05M 0.01% +920 Timeline BSMV 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: 31,818 shares; 2024Q4: 34,831 shares; 2025Q1: 39,068 shares; 2025Q2: 44,336 shares; 2025Q3: 46,505 shares; 2025Q4: 45,720 shares; 2026Q1: 49,045 shares 49,045 $1.04M 0.01% +3,325 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: 6,767 shares; 2024Q4: 6,503 shares; 2025Q1: 6,282 shares; 2025Q2: 6,361 shares; 2025Q3: 6,152 shares; 2025Q4: 5,930 shares; 2026Q1: 6,499 shares 6,499 $1.03M 0.01% +569 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,322 shares; 2026Q1: 1,857 shares 1,857 $1.03M 0.01% +535 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,386 shares; 2024Q4: 31,602 shares; 2025Q1: 51,806 shares; 2025Q2: 46,744 shares; 2025Q3: 50,979 shares; 2025Q4: 52,720 shares; 2026Q1: 29,104 shares 29,104 $1.03M 0.01% -23,616 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 5,349 shares; 2025Q1: 9,110 shares; 2025Q2: 8,060 shares; 2025Q3: 9,953 shares; 2025Q4: 10,644 shares; 2026Q1: 11,815 shares 11,815 $1.02M 0.01% +1,171 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 763 shares; 2025Q1: 723 shares; 2025Q2: 765 shares; 2025Q3: 1,045 shares; 2025Q4: 1,285 shares; 2026Q1: 2,158 shares 2,158 $1.01M 0.01% +873 Timeline IGIB 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: 4,599 shares; 2024Q4: 6,777 shares; 2025Q1: 10,630 shares; 2025Q2: 18,529 shares; 2025Q3: 22,211 shares; 2025Q4: 10,029 shares; 2026Q1: 18,814 shares 18,814 $1.01M 0.01% +8,785 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 19,367 shares; 2025Q1: 18,882 shares; 2025Q2: 15,669 shares; 2025Q3: 16,565 shares; 2025Q4: 19,639 shares; 2026Q1: 25,147 shares 25,147 $1.01M 0.01% +5,508 Timeline ISCF 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: 27,142 shares; 2024Q4: 25,905 shares; 2025Q1: 25,686 shares; 2025Q2: 26,090 shares; 2025Q3: 25,683 shares; 2025Q4: 24,525 shares; 2026Q1: 24,264 shares 24,264 $1.01M 0.01% -261 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: 27,472 shares; 2025Q3: 25,802 shares; 2025Q4: 23,679 shares; 2026Q1: 36,804 shares 36,804 $1M 0.01% +13,125 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: 12,720 shares; 2024Q4: 11,863 shares; 2025Q1: 11,666 shares; 2025Q2: 30,551 shares; 2025Q3: 10,292 shares; 2025Q4: 10,041 shares; 2026Q1: 9,695 shares 9,695 $1000K 0.01% -346 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: 21,768 shares; 2024Q4: 17,845 shares; 2025Q1: 18,414 shares; 2025Q2: 18,709 shares; 2025Q3: 18,718 shares; 2025Q4: 16,058 shares; 2026Q1: 22,356 shares 22,356 $999K 0.01% +6,298 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: 11,756 shares; 2024Q4: 11,443 shares; 2025Q1: 13,120 shares; 2025Q2: 17,544 shares; 2025Q3: 18,685 shares; 2025Q4: 19,278 shares; 2026Q1: 20,521 shares 20,521 $997K 0.01% +1,243 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 11,165 shares; 2025Q1: 11,215 shares; 2025Q2: 12,265 shares; 2025Q3: 12,281 shares; 2025Q4: 11,256 shares; 2026Q1: 10,481 shares 10,481 $997K 0.01% -775 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,306 shares; 2025Q2: 8,508 shares; 2025Q3: 9,528 shares; 2025Q4: 10,389 shares; 2026Q1: 9,707 shares 9,707 $986K 0.01% -682 Timeline DLS 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: 41,294 shares; 2024Q4: 11,793 shares; 2025Q1: 11,997 shares; 2025Q2: 12,260 shares; 2025Q3: 12,033 shares; 2025Q4: 11,825 shares; 2026Q1: 12,166 shares 12,166 $986K 0.01% +341 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,043 shares 10,043 $982K 0.01% new 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: 1,953 shares; 2024Q4: 1,964 shares; 2025Q1: 2,518 shares; 2025Q2: 2,602 shares; 2025Q3: 4,247 shares; 2025Q4: 4,140 shares; 2026Q1: 7,187 shares 7,187 $980K 0.01% +3,047 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 12,335 shares; 2025Q1: 11,998 shares; 2025Q2: 11,510 shares; 2025Q3: 48,031 shares; 2025Q4: 18,581 shares; 2026Q1: 24,188 shares 24,188 $974K 0.01% +5,607 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,941 shares; 2025Q1: 6,887 shares; 2025Q2: 6,904 shares; 2025Q3: 6,973 shares; 2025Q4: 7,364 shares; 2026Q1: 9,298 shares 9,298 $973K 0.01% +1,934 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,447 shares; 2025Q1: 31,266 shares; 2025Q2: 28,381 shares; 2025Q3: 37,166 shares; 2025Q4: 30,252 shares; 2026Q1: 28,396 shares 28,396 $967K 0.01% -1,856 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 18,671 shares; 2025Q3: 31,193 shares; 2025Q4: 40,690 shares; 2026Q1: 15,028 shares 15,028 $966K 0.01% -25,662 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,103 shares; 2026Q1: 11,416 shares 11,416 $964K 0.01% +1,313 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,904 shares; 2025Q1: 9,369 shares; 2025Q2: 11,893 shares; 2025Q3: 13,353 shares; 2025Q4: 15,116 shares; 2026Q1: 14,884 shares 14,884 $963K 0.01% -232 Timeline IYM 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: 1,618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,255 shares 6,255 $963K 0.01% new Timeline QDPL 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: 11,671 shares; 2025Q1: 17,128 shares; 2025Q2: 20,056 shares; 2025Q3: 23,613 shares; 2025Q4: 23,915 shares; 2026Q1: 22,624 shares 22,624 $961K 0.01% -1,291 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,457 shares; 2026Q1: 111,847 shares 111,847 $961K 0.01% +16,390 Timeline IVOG 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: 6,253 shares; 2024Q4: 7,467 shares; 2025Q1: 7,803 shares; 2025Q2: 7,957 shares; 2025Q3: 7,867 shares; 2025Q4: 7,572 shares; 2026Q1: 7,991 shares 7,991 $961K 0.01% +419 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 17,450 shares; 2025Q1: 19,404 shares; 2025Q2: 23,636 shares; 2025Q3: 26,601 shares; 2025Q4: 29,001 shares; 2026Q1: 28,059 shares 28,059 $960K 0.01% -942 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,854 shares 50,854 $950K 0.01% new Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,290 shares; 2025Q3: 15,418 shares; 2025Q4: 15,606 shares; 2026Q1: 14,776 shares 14,776 $949K 0.01% -830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 470 shares; 2026Q1: 2,305 shares 2,305 $948K 0.01% +1,835 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,383 shares; 2025Q2: 5,093 shares; 2025Q3: 6,824 shares; 2025Q4: 7,123 shares; 2026Q1: 10,066 shares 10,066 $946K 0.01% +2,943 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,695 shares 68,695 $945K 0.01% new 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: 991 shares; 2024Q4: 1,015 shares; 2025Q1: 1,062 shares; 2025Q2: 1,057 shares; 2025Q3: 1,137 shares; 2025Q4: 890 shares; 2026Q1: 2,859 shares 2,859 $943K 0.01% +1,969 Timeline