IYY 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: 3,095 shares; 2024Q4: 3,159 shares; 2025Q1: 3,467 shares; 2025Q2: 4,935 shares; 2025Q3: 4,911 shares; 2025Q4: 5,066 shares; 2026Q1: 5,666 shares 5,666 $939K 0.01% +600 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 13,341 shares; 2025Q1: 12,651 shares; 2025Q2: 13,223 shares; 2025Q3: 13,338 shares; 2025Q4: 13,178 shares; 2026Q1: 13,542 shares 13,542 $939K 0.01% +364 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,784 shares; 2025Q3: 14,759 shares; 2025Q4: 25,164 shares; 2026Q1: 39,044 shares 39,044 $935K 0.01% +13,880 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,624 shares; 2026Q1: 30,643 shares 30,643 $934K 0.01% +18,019 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,392 shares; 2025Q1: 1,408 shares; 2025Q2: 1,551 shares; 2025Q3: 1,700 shares; 2025Q4: 1,553 shares; 2026Q1: 2,800 shares 2,800 $931K 0.01% +1,247 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,226 shares; 2024Q4: 26,624 shares; 2025Q1: 26,726 shares; 2025Q2: 26,837 shares; 2025Q3: 29,336 shares; 2025Q4: 54,065 shares; 2026Q1: 54,760 shares 54,760 $927K 0.01% +695 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 14,236 shares; 2025Q1: 36,505 shares; 2025Q2: 31,996 shares; 2025Q3: 26,608 shares; 2025Q4: 20,451 shares; 2026Q1: 18,922 shares 18,922 $916K 0.01% -1,529 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 13,548 shares; 2025Q2: 31,019 shares; 2025Q3: 35,648 shares; 2025Q4: 40,725 shares; 2026Q1: 41,225 shares 41,225 $913K 0.01% +500 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,307 shares; 2024Q4: 31,758 shares; 2025Q1: 33,211 shares; 2025Q2: 39,375 shares; 2025Q3: 22,971 shares; 2025Q4: 23,508 shares; 2026Q1: 20,779 shares 20,779 $912K 0.01% -2,729 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 849 shares; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 763 shares; 2025Q4: 769 shares; 2026Q1: 3,454 shares 3,454 $911K 0.01% +2,685 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 6,393 shares; 2025Q4: 10,609 shares; 2026Q1: 15,964 shares 15,964 $911K 0.01% +5,355 Timeline PHO 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: 3,196 shares; 2024Q4: 3,645 shares; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,285 shares; 2025Q4: 3,304 shares; 2026Q1: 13,544 shares 13,544 $906K 0.01% +10,240 Timeline VNLA 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: 8,515 shares; 2025Q1: 21,705 shares; 2025Q2: 21,256 shares; 2025Q3: 25,087 shares; 2025Q4: 29,565 shares; 2026Q1: 18,428 shares 18,428 $905K 0.01% -11,137 Timeline IXG 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: 5,992 shares; 2024Q4: 6,056 shares; 2025Q1: 8,191 shares; 2025Q2: 4,830 shares; 2025Q3: 6,289 shares; 2025Q4: 6,230 shares; 2026Q1: 7,491 shares 7,491 $905K 0.01% +1,261 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,235 shares; 2025Q4: 14,540 shares; 2026Q1: 20,600 shares 20,600 $903K 0.01% +6,060 Timeline BSMZ 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: 31,544 shares; 2026Q1: 35,670 shares 35,670 $896K 0.01% +4,126 Timeline QFLR 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: 10,085 shares; 2025Q1: 16,118 shares; 2025Q2: 13,343 shares; 2025Q3: 14,267 shares; 2025Q4: 16,363 shares; 2026Q1: 26,079 shares 26,079 $894K 0.01% +9,716 Timeline AIS 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: 12,164 shares; 2026Q1: 21,314 shares 21,314 $893K 0.01% +9,150 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 1,212 shares; 2025Q3: 1,373 shares; 2025Q4: 1,608 shares; 2026Q1: 4,391 shares 4,391 $886K 0.01% +2,783 Timeline EXI 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: 3,785 shares; 2024Q4: 3,616 shares; 2025Q1: 3,549 shares; 2025Q2: 3,740 shares; 2025Q3: 3,915 shares; 2025Q4: 4,107 shares; 2026Q1: 5,046 shares 5,046 $885K 0.01% +939 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,630 shares; 2025Q1: 16,208 shares; 2025Q2: 15,216 shares; 2025Q3: 14,528 shares; 2025Q4: 15,617 shares; 2026Q1: 16,530 shares 16,530 $885K 0.01% +913 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,007 shares 19,007 $882K 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 11,898 shares; 2025Q1: 7,904 shares; 2025Q2: 7,894 shares; 2025Q3: 7,875 shares; 2025Q4: 6,300 shares; 2026Q1: 6,313 shares 6,313 $880K 0.01% +13 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 33,259 shares; 2025Q1: 35,241 shares; 2025Q2: 33,453 shares; 2025Q3: 37,192 shares; 2025Q4: 45,850 shares; 2026Q1: 43,246 shares 43,246 $875K 0.01% -2,604 Timeline IHDG 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: 28,263 shares; 2024Q4: 23,961 shares; 2025Q1: 27,039 shares; 2025Q2: 18,912 shares; 2025Q3: 17,039 shares; 2025Q4: 13,619 shares; 2026Q1: 17,954 shares 17,954 $871K 0.01% +4,335 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to 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: 30,189 shares; 2026Q1: 48,009 shares 48,009 $871K 0.01% +17,820 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,515 shares; 2026Q1: 3,092 shares 3,092 $871K 0.01% +1,577 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,125 shares; 2026Q1: 52,203 shares 52,203 $870K 0.01% +21,078 Timeline TAN 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: 37,380 shares; 2024Q4: 15,180 shares; 2025Q1: 13,783 shares; 2025Q2: 14,876 shares; 2025Q3: 14,684 shares; 2025Q4: 17,122 shares; 2026Q1: 17,695 shares 17,695 $870K 0.01% +573 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 7,032 shares; 2025Q1: 9,825 shares; 2025Q2: 18,451 shares; 2025Q3: 23,695 shares; 2025Q4: 18,476 shares; 2026Q1: 10,908 shares 10,908 $870K 0.01% -7,568 Timeline BSMT 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: 27,673 shares; 2024Q4: 29,697 shares; 2025Q1: 30,175 shares; 2025Q2: 34,280 shares; 2025Q3: 35,652 shares; 2025Q4: 36,275 shares; 2026Q1: 37,175 shares 37,175 $861K 0.01% +900 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 19,446 shares; 2025Q1: 16,872 shares; 2025Q2: 17,469 shares; 2025Q3: 18,973 shares; 2025Q4: 20,016 shares; 2026Q1: 14,631 shares 14,631 $859K 0.01% -5,385 Timeline HYLS 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: 5,788 shares; 2024Q4: 7,372 shares; 2025Q1: 10,090 shares; 2025Q2: 13,969 shares; 2025Q3: 14,559 shares; 2025Q4: 19,556 shares; 2026Q1: 20,411 shares 20,411 $854K 0.01% +855 Timeline IBDV 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: 22,028 shares; 2026Q1: 38,684 shares 38,684 $854K 0.01% +16,656 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,005 shares; 2026Q1: 40,706 shares 40,706 $848K 0.01% +20,701 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 23,806 shares 23,806 $847K 0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,442 shares 33,442 $845K 0.01% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,851 shares; 2026Q1: 9,836 shares 9,836 $845K 0.01% +2,985 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,384 shares; 2025Q1: 5,778 shares; 2025Q2: 5,329 shares; 2025Q3: 6,845 shares; 2025Q4: 5,479 shares; 2026Q1: 15,338 shares 15,338 $843K 0.01% +9,859 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,201 shares; 2025Q1: 3,014 shares; 2025Q2: 3,729 shares; 2025Q3: 3,759 shares; 2025Q4: 3,813 shares; 2026Q1: 3,900 shares 3,900 $843K 0.01% +87 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,264 shares; 2024Q4: 5,554 shares; 2025Q1: 4,403 shares; 2025Q2: 7,051 shares; 2025Q3: 6,482 shares; 2025Q4: 7,701 shares; 2026Q1: 7,896 shares 7,896 $842K 0.01% +195 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,050 shares 11,050 $842K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 6,339 shares; 2026Q1: 17,642 shares 17,642 $839K 0.01% +11,303 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,462 shares; 2024Q4: 5,602 shares; 2025Q1: 4,235 shares; 2025Q2: 5,519 shares; 2025Q3: 5,409 shares; 2025Q4: 7,749 shares; 2026Q1: 7,130 shares 7,130 $835K 0.01% -619 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,234 shares; 2025Q3: 21,882 shares; 2025Q4: 19,947 shares; 2026Q1: 18,654 shares 18,654 $831K 0.01% -1,293 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,102 shares; 2025Q3: 7,336 shares; 2025Q4: 7,072 shares; 2026Q1: 11,093 shares 11,093 $830K 0.01% +4,021 Timeline COPX 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: 4,345 shares; 2025Q4: 7,148 shares; 2026Q1: 11,486 shares 11,486 $828K 0.01% +4,338 Timeline LEGR 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: 15,950 shares; 2024Q4: 15,400 shares; 2025Q1: 15,276 shares; 2025Q2: 15,278 shares; 2025Q3: 13,678 shares; 2025Q4: 13,478 shares; 2026Q1: 13,902 shares 13,902 $827K 0.01% +424 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,772 shares; 2025Q3: 5,128 shares; 2025Q4: 5,183 shares; 2026Q1: 4,585 shares 4,585 $827K 0.01% -598 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,682 shares; 2025Q3: 9,702 shares; 2025Q4: 12,010 shares; 2026Q1: 14,007 shares 14,007 $826K 0.01% +1,997 Timeline GVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,224 shares 26,224 $825K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 3,849 shares; 2025Q1: 4,695 shares; 2025Q2: 5,081 shares; 2025Q3: 5,055 shares; 2025Q4: 5,133 shares; 2026Q1: 9,884 shares 9,884 $825K 0.01% +4,751 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 967 shares; 2025Q4: 1,162 shares; 2026Q1: 2,291 shares 2,291 $822K 0.01% +1,129 Timeline FEX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 6,153 shares; 2026Q1: 6,893 shares 6,893 $820K 0.01% +740 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,332 shares; 2025Q3: 2,412 shares; 2025Q4: 2,398 shares; 2026Q1: 2,405 shares 2,405 $818K 0.01% +7 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares; 2025Q4: 16,068 shares; 2026Q1: 16,084 shares 16,084 $817K 0.01% +16 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,434 shares 29,434 $816K 0.01% new Timeline EIDO 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: 34,529 shares; 2024Q4: 34,382 shares; 2025Q1: 37,810 shares; 2025Q2: 39,267 shares; 2025Q3: 40,067 shares; 2025Q4: 40,242 shares; 2026Q1: 43,452 shares 43,452 $813K 0.01% +3,210 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 13,760 shares; 2025Q1: 23,417 shares; 2025Q2: 24,862 shares; 2025Q3: 25,560 shares; 2025Q4: 24,593 shares; 2026Q1: 30,613 shares 30,613 $804K 0.01% +6,020 Timeline EWS 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: 45,363 shares; 2024Q4: 33,363 shares; 2025Q1: 28,863 shares; 2025Q2: 24,763 shares; 2025Q3: 22,863 shares; 2025Q4: 22,873 shares; 2026Q1: 29,201 shares 29,201 $803K 0.01% +6,328 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658,972 shares; 2024Q4: 30,912 shares; 2025Q1: 31,410 shares; 2025Q2: 29,255 shares; 2025Q3: 29,255 shares; 2025Q4: 33,810 shares; 2026Q1: 24,102 shares 24,102 $803K 0.01% -9,708 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 20,277 shares; 2025Q1: 32,794 shares; 2025Q2: 62,763 shares; 2025Q3: 66,611 shares; 2025Q4: 70,361 shares; 2026Q1: 74,774 shares 74,774 $802K 0.01% +4,413 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 7,095 shares; 2025Q1: 6,029 shares; 2025Q2: 6,058 shares; 2025Q3: 6,040 shares; 2025Q4: 7,457 shares; 2026Q1: 7,702 shares 7,702 $798K 0.01% +245 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 15,757 shares; 2026Q1: 15,871 shares 15,871 $795K 0.01% +114 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,009 shares; 2025Q1: 11,222 shares; 2025Q2: 10,530 shares; 2025Q3: 10,517 shares; 2025Q4: 10,290 shares; 2026Q1: 16,787 shares 16,787 $791K 0.01% +6,497 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 575 shares; 2025Q1: 574 shares; 2025Q2: 586 shares; 2025Q3: 590 shares; 2025Q4: 547 shares; 2026Q1: 637 shares 637 $790K 0.01% +90 Timeline SOXQ 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: 10,952 shares; 2024Q4: 10,709 shares; 2025Q1: 11,922 shares; 2025Q2: 9,630 shares; 2025Q3: 10,064 shares; 2025Q4: 12,228 shares; 2026Q1: 14,146 shares 14,146 $789K 0.01% +1,918 Timeline BSCW 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: 11,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,894 shares; 2025Q4: 35,002 shares; 2026Q1: 37,637 shares 37,637 $786K 0.01% +2,635 Timeline UFOX 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: 4,661 shares; 2024Q4: 4,461 shares; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 6,806 shares; 2025Q4: 7,033 shares; 2026Q1: 12,198 shares 12,198 $779K 0.01% +5,165 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 48,571 shares; 2026Q1: 51,885 shares 51,885 $778K 0.01% +3,314 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,570 shares; 2025Q1: 2,715 shares; 2025Q2: 4,629 shares; 2025Q3: 5,272 shares; 2025Q4: 9,106 shares; 2026Q1: 4,568 shares 4,568 $778K 0.01% -4,538 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,219 shares; 2025Q1: 18,634 shares; 2025Q2: 18,635 shares; 2025Q3: 18,626 shares; 2025Q4: 18,661 shares; 2026Q1: 17,108 shares 17,108 $775K <0.01% -1,553 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 29,612 shares; 2025Q1: 29,645 shares; 2025Q2: 27,644 shares; 2025Q3: 26,076 shares; 2025Q4: 20,858 shares; 2026Q1: 20,431 shares 20,431 $773K <0.01% -427 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,156 shares; 2025Q1: 16,851 shares; 2025Q2: 17,042 shares; 2025Q3: 16,407 shares; 2025Q4: 17,435 shares; 2026Q1: 16,561 shares 16,561 $773K <0.01% -874 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,843 shares; 2025Q1: 2,001 shares; 2025Q2: 1,891 shares; 2025Q3: 1,906 shares; 2025Q4: 2,055 shares; 2026Q1: 2,715 shares 2,715 $771K <0.01% +660 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,712 shares; 2025Q4: 6,609 shares; 2026Q1: 11,681 shares 11,681 $769K <0.01% +5,072 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 48,962 shares; 2025Q1: 47,312 shares; 2025Q2: 67,068 shares; 2025Q3: 69,495 shares; 2025Q4: 69,908 shares; 2026Q1: 58,602 shares 58,602 $765K <0.01% -11,306 Timeline ENOR 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: 43,600 shares; 2024Q4: 44,005 shares; 2025Q1: 42,005 shares; 2025Q2: 30,705 shares; 2025Q3: 30,705 shares; 2025Q4: 32,605 shares; 2026Q1: 26,505 shares 26,505 $763K <0.01% -6,100 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,382 shares; 2026Q1: 12,791 shares 12,791 $760K <0.01% +4,409 Timeline RSPR 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: 6,386 shares; 2025Q1: 33,745 shares; 2025Q2: 37,062 shares; 2025Q3: 41,817 shares; 2025Q4: 48,434 shares; 2026Q1: 22,540 shares 22,540 $758K <0.01% -25,894 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 7,039 shares; 2025Q1: 9,750 shares; 2025Q2: 9,878 shares; 2025Q3: 10,373 shares; 2025Q4: 10,387 shares; 2026Q1: 12,512 shares 12,512 $755K <0.01% +2,125 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,238 shares; 2025Q3: 6,508 shares; 2025Q4: 9,556 shares; 2026Q1: 9,603 shares 9,603 $755K <0.01% +47 Timeline ICLN 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: 96,294 shares; 2024Q4: 75,602 shares; 2025Q1: 31,781 shares; 2025Q2: 30,316 shares; 2025Q3: 36,221 shares; 2025Q4: 43,136 shares; 2026Q1: 45,853 shares 45,853 $753K <0.01% +2,717 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 2,135 shares; 2025Q2: 2,718 shares; 2025Q3: 2,958 shares; 2025Q4: 3,010 shares; 2026Q1: 3,618 shares 3,618 $753K <0.01% +608 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to 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: 41,380 shares 41,380 $751K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,250 shares; 2024Q4: 37,255 shares; 2025Q1: 37,265 shares; 2025Q2: 37,273 shares; 2025Q3: 37,282 shares; 2025Q4: 43,278 shares; 2026Q1: 67,391 shares 67,391 $749K <0.01% +24,113 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,149 shares; 2025Q1: 1,810 shares; 2025Q2: 1,778 shares; 2025Q3: 2,332 shares; 2025Q4: 2,748 shares; 2026Q1: 2,977 shares 2,977 $748K <0.01% +229 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,770 shares; 2025Q3: 30,180 shares; 2025Q4: 20,095 shares; 2026Q1: 48,829 shares 48,829 $747K <0.01% +28,734 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 6,706 shares; 2025Q1: 7,155 shares; 2025Q2: 7,260 shares; 2025Q3: 8,450 shares; 2025Q4: 10,945 shares; 2026Q1: 10,704 shares 10,704 $746K <0.01% -241 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,339 shares 10,339 $745K <0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,457 shares; 2026Q1: 21,135 shares 21,135 $744K <0.01% +14,678 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,928 shares; 2025Q1: 10,093 shares; 2025Q2: 14,342 shares; 2025Q3: 15,837 shares; 2025Q4: 15,229 shares; 2026Q1: 14,641 shares 14,641 $741K <0.01% -588 Timeline PSH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,429 shares; 2025Q4: 46,576 shares; 2026Q1: 14,675 shares 14,675 $739K <0.01% -31,901 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,595 shares; 2025Q1: 1,480 shares; 2025Q2: 1,424 shares; 2025Q3: 1,484 shares; 2025Q4: 1,150 shares; 2026Q1: 1,250 shares 1,250 $739K <0.01% +100 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,752 shares 42,752 $737K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,111 shares; 2026Q1: 8,259 shares 8,259 $737K <0.01% +2,148 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,210 shares; 2025Q3: 17,811 shares; 2025Q4: 18,230 shares; 2026Q1: 35,100 shares 35,100 $737K <0.01% +16,870 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,963 shares; 2025Q1: 3,477 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 3,884 shares; 2026Q1: 3,966 shares 3,966 $737K <0.01% +82 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,991 shares; 2025Q1: 8,026 shares; 2025Q2: 8,138 shares; 2025Q3: 8,236 shares; 2025Q4: 8,144 shares; 2026Q1: 8,335 shares 8,335 $736K <0.01% +191 Timeline FTSL 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: 16,269 shares; 2024Q4: 20,098 shares; 2025Q1: 28,594 shares; 2025Q2: 35,244 shares; 2025Q3: 33,822 shares; 2025Q4: 25,467 shares; 2026Q1: 15,918 shares 15,918 $729K <0.01% -9,549 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,131 shares; 2025Q1: 2,168 shares; 2025Q2: 1,745 shares; 2025Q3: 1,679 shares; 2025Q4: 1,958 shares; 2026Q1: 1,853 shares 1,853 $727K <0.01% -105 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,805 shares; 2026Q1: 28,014 shares 28,014 $727K <0.01% -791 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,570 shares; 2025Q1: 3,443 shares; 2025Q2: 6,128 shares; 2025Q3: 6,298 shares; 2025Q4: 7,403 shares; 2026Q1: 10,056 shares 10,056 $725K <0.01% +2,653 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 6,458 shares; 2025Q1: 5,694 shares; 2025Q2: 5,701 shares; 2025Q3: 5,907 shares; 2025Q4: 5,903 shares; 2026Q1: 5,661 shares 5,661 $724K <0.01% -242 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 6,438 shares; 2025Q2: 12,232 shares; 2025Q3: 18,960 shares; 2025Q4: 26,696 shares; 2026Q1: 6,147 shares 6,147 $723K <0.01% -20,549 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,672 shares; 2026Q1: 13,636 shares 13,636 $721K <0.01% +964 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,827 shares; 2026Q1: 14,088 shares 14,088 $721K <0.01% +2,261 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,325 shares; 2025Q1: 1,859 shares; 2025Q2: 1,689 shares; 2025Q3: 1,977 shares; 2025Q4: 2,863 shares; 2026Q1: 3,110 shares 3,110 $716K <0.01% +247 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 3,265 shares; 2025Q4: 3,310 shares; 2026Q1: 3,871 shares 3,871 $714K <0.01% +561 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,590 shares; 2024Q4: 30,323 shares; 2025Q1: 26,941 shares; 2025Q2: 21,962 shares; 2025Q3: 21,269 shares; 2025Q4: 19,366 shares; 2026Q1: 19,690 shares 19,690 $713K <0.01% +324 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,848 shares; 2025Q3: 41,549 shares; 2025Q4: 27,403 shares; 2026Q1: 13,304 shares 13,304 $708K <0.01% -14,099 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,536 shares; 2025Q1: 4,267 shares; 2025Q2: 4,337 shares; 2025Q3: 4,520 shares; 2025Q4: 5,001 shares; 2026Q1: 9,732 shares 9,732 $708K <0.01% +4,731 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,975 shares; 2025Q4: 9,235 shares; 2026Q1: 8,755 shares 8,755 $707K <0.01% -480 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 30,835 shares; 2025Q4: 30,609 shares; 2026Q1: 29,741 shares 29,741 $703K <0.01% -868 Timeline FLN 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: 37,497 shares; 2025Q1: 36,197 shares; 2025Q2: 35,697 shares; 2025Q3: 31,797 shares; 2025Q4: 31,347 shares; 2026Q1: 30,947 shares 30,947 $702K <0.01% -400 Timeline IONQ IONQ INC More: the full row for IONQ 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: 6,953 shares; 2025Q3: 9,209 shares; 2025Q4: 16,544 shares; 2026Q1: 16,052 shares 16,052 $702K <0.01% -492 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,413 shares; 2025Q2: 5,298 shares; 2025Q3: 5,212 shares; 2025Q4: 4,588 shares; 2026Q1: 5,185 shares 5,185 $701K <0.01% +597 Timeline LRGF 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: 5,747 shares; 2024Q4: 6,291 shares; 2025Q1: 6,362 shares; 2025Q2: 9,793 shares; 2025Q3: 9,819 shares; 2025Q4: 9,870 shares; 2026Q1: 10,096 shares 10,096 $700K <0.01% +226 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 196 shares; 2025Q4: 250 shares; 2026Q1: 327 shares 327 $698K <0.01% +77 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 4,317 shares; 2025Q1: 3,879 shares; 2025Q2: 10,358 shares; 2025Q3: 10,694 shares; 2025Q4: 11,815 shares; 2026Q1: 16,800 shares 16,800 $696K <0.01% +4,985 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,076 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $695K <0.01% 0 Timeline EUSA 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: 2,631 shares; 2024Q4: 3,151 shares; 2025Q1: 4,319 shares; 2025Q2: 4,476 shares; 2025Q3: 5,412 shares; 2025Q4: 5,848 shares; 2026Q1: 6,709 shares 6,709 $694K <0.01% +861 Timeline PBUS 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: 108,464 shares; 2024Q4: 107,586 shares; 2025Q1: 12,633 shares; 2025Q2: 11,556 shares; 2025Q3: 11,556 shares; 2025Q4: 9,713 shares; 2026Q1: 10,101 shares 10,101 $691K <0.01% +388 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,215 shares; 2024Q4: 122,133 shares; 2025Q1: 42,977 shares; 2025Q2: 41,481 shares; 2025Q3: 40,157 shares; 2025Q4: 39,919 shares; 2026Q1: 35,536 shares 35,536 $689K <0.01% -4,383 Timeline JMHI 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: 13,704 shares 13,704 $689K <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 4,106 shares; 2026Q1: 6,923 shares 6,923 $687K <0.01% +2,817 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,496 shares; 2025Q3: 13,778 shares; 2025Q4: 13,797 shares; 2026Q1: 13,300 shares 13,300 $687K <0.01% -497 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 8,977 shares; 2025Q1: 8,947 shares; 2025Q2: 9,854 shares; 2025Q3: 9,915 shares; 2025Q4: 10,205 shares; 2026Q1: 10,673 shares 10,673 $684K <0.01% +468 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,017 shares; 2024Q4: 13,258 shares; 2025Q1: 13,124 shares; 2025Q2: 18,193 shares; 2025Q3: 18,348 shares; 2025Q4: 20,634 shares; 2026Q1: 19,316 shares 19,316 $674K <0.01% -1,318 Timeline IGRO 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: 4,437 shares; 2024Q4: 10,940 shares; 2025Q1: 11,649 shares; 2025Q2: 15,787 shares; 2025Q3: 15,230 shares; 2025Q4: 16,798 shares; 2026Q1: 8,136 shares 8,136 $673K <0.01% -8,662 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 1,272 shares; 2026Q1: 2,986 shares 2,986 $672K <0.01% +1,714 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,174 shares; 2025Q1: 6,325 shares; 2025Q2: 7,447 shares; 2025Q3: 8,013 shares; 2025Q4: 9,686 shares; 2026Q1: 15,939 shares 15,939 $670K <0.01% +6,253 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,930 shares; 2026Q1: 20,300 shares 20,300 $668K <0.01% +1,370 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 15,430 shares; 2025Q1: 15,517 shares; 2025Q2: 14,670 shares; 2025Q3: 14,586 shares; 2025Q4: 14,237 shares; 2026Q1: 14,661 shares 14,661 $668K <0.01% +424 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 11,711 shares; 2025Q3: 12,341 shares; 2025Q4: 14,893 shares; 2026Q1: 18,229 shares 18,229 $667K <0.01% +3,336 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 11,003 shares; 2025Q1: 11,222 shares; 2025Q2: 15,181 shares; 2025Q3: 15,411 shares; 2025Q4: 15,680 shares; 2026Q1: 24,342 shares 24,342 $664K <0.01% +8,662 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,032 shares; 2025Q2: 5,853 shares; 2025Q3: 5,546 shares; 2025Q4: 10,986 shares; 2026Q1: 12,395 shares 12,395 $662K <0.01% +1,409 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,968 shares; 2024Q4: 17,782 shares; 2025Q1: 15,967 shares; 2025Q2: 15,629 shares; 2025Q3: 16,905 shares; 2025Q4: 12,738 shares; 2026Q1: 12,068 shares 12,068 $660K <0.01% -670 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 6,465 shares 6,465 $657K <0.01% +2,615 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,872 shares; 2025Q1: 7,766 shares; 2025Q2: 8,134 shares; 2025Q3: 7,338 shares; 2025Q4: 6,610 shares; 2026Q1: 6,555 shares 6,555 $655K <0.01% -55 Timeline SMIN 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: 4,319 shares; 2024Q4: 4,388 shares; 2025Q1: 5,595 shares; 2025Q2: 6,232 shares; 2025Q3: 7,092 shares; 2025Q4: 7,360 shares; 2026Q1: 9,335 shares 9,335 $653K <0.01% +1,975 Timeline KXI 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: 6,712 shares; 2024Q4: 7,794 shares; 2025Q1: 6,448 shares; 2025Q2: 6,832 shares; 2025Q3: 6,104 shares; 2025Q4: 10,091 shares; 2026Q1: 10,091 shares 10,091 $652K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,142 shares; 2025Q2: 41,228 shares; 2025Q3: 105,785 shares; 2025Q4: 184,594 shares; 2026Q1: 55,535 shares 55,535 $651K <0.01% -129,059 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 5,646 shares; 2025Q1: 7,318 shares; 2025Q2: 8,317 shares; 2025Q3: 9,945 shares; 2025Q4: 11,880 shares; 2026Q1: 12,089 shares 12,089 $649K <0.01% +209 Timeline GTO 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: 23,690 shares; 2024Q4: 20,567 shares; 2025Q1: 12,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,688 shares; 2026Q1: 13,651 shares 13,651 $647K <0.01% -37 Timeline VIOO 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: 9,457 shares; 2024Q4: 7,889 shares; 2025Q1: 9,361 shares; 2025Q2: 4,844 shares; 2025Q3: 4,652 shares; 2025Q4: 4,281 shares; 2026Q1: 5,723 shares 5,723 $647K <0.01% +1,442 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,058 shares; 2025Q1: 5,771 shares; 2025Q2: 7,080 shares; 2025Q3: 7,237 shares; 2025Q4: 7,185 shares; 2026Q1: 6,705 shares 6,705 $646K <0.01% -480 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,167 shares; 2024Q4: 7,221 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,760 shares; 2025Q4: 8,020 shares; 2026Q1: 9,455 shares 9,455 $646K <0.01% +1,435 Timeline MYCK 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: not reported; 2026Q1: 25,766 shares 25,766 $642K <0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 13,429 shares; 2025Q1: 22,978 shares; 2025Q2: 13,528 shares; 2025Q3: 12,682 shares; 2025Q4: not reported; 2026Q1: 33,071 shares 33,071 $641K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 57,648 shares; 2025Q1: 52,959 shares; 2025Q2: 29,820 shares; 2025Q3: 19,453 shares; 2025Q4: 18,894 shares; 2026Q1: 17,717 shares 17,717 $638K <0.01% -1,177 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 4,649 shares; 2025Q1: 3,940 shares; 2025Q2: 4,456 shares; 2025Q3: 4,675 shares; 2025Q4: 5,042 shares; 2026Q1: 5,734 shares 5,734 $637K <0.01% +692 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,319 shares; 2025Q4: 13,744 shares; 2026Q1: 23,918 shares 23,918 $637K <0.01% +10,174 Timeline SCHK 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: 20,932 shares; 2025Q3: 21,567 shares; 2025Q4: 20,876 shares; 2026Q1: 19,322 shares 19,322 $634K <0.01% -1,554 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 180 shares; 2025Q1: 196 shares; 2025Q2: 229 shares; 2025Q3: 321 shares; 2025Q4: 390 shares; 2026Q1: 488 shares 488 $633K <0.01% +98 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,741 shares 24,741 $632K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,697 shares; 2024Q4: 14,586 shares; 2025Q1: 14,310 shares; 2025Q2: 11,258 shares; 2025Q3: 11,627 shares; 2025Q4: 13,715 shares; 2026Q1: 15,540 shares 15,540 $631K <0.01% +1,825 Timeline BSMY 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: 12,037 shares; 2025Q3: 25,910 shares; 2025Q4: 26,141 shares; 2026Q1: 25,606 shares 25,606 $629K <0.01% -535 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 5,452 shares; 2025Q1: 6,908 shares; 2025Q2: 5,948 shares; 2025Q3: 6,828 shares; 2025Q4: 6,150 shares; 2026Q1: 9,689 shares 9,689 $628K <0.01% +3,539 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,033 shares; 2026Q1: 10,174 shares 10,174 $627K <0.01% +4,141 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,411 shares 6,411 $626K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 594 shares; 2025Q4: 437 shares; 2026Q1: 669 shares 669 $624K <0.01% +232 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 996 shares; 2025Q4: 1,143 shares; 2026Q1: 2,242 shares 2,242 $623K <0.01% +1,099 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,363 shares; 2026Q1: 9,142 shares 9,142 $618K <0.01% +2,779 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS 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: 1,508 shares; 2026Q1: 3,351 shares 3,351 $617K <0.01% +1,843 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 26,538 shares; 2025Q1: 19,228 shares; 2025Q2: 22,378 shares; 2025Q3: 17,675 shares; 2025Q4: 14,973 shares; 2026Q1: 21,451 shares 21,451 $616K <0.01% +6,478 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 3,800 shares; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 2,895 shares; 2025Q4: 5,310 shares; 2026Q1: 8,021 shares 8,021 $616K <0.01% +2,711 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,584 shares; 2026Q1: 10,027 shares 10,027 $612K <0.01% +3,443 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,357 shares; 2025Q2: 21,720 shares; 2025Q3: 25,802 shares; 2025Q4: 28,525 shares; 2026Q1: 27,186 shares 27,186 $611K <0.01% -1,339 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 515 shares; 2025Q1: 432 shares; 2025Q2: 389 shares; 2025Q3: 439 shares; 2025Q4: 397 shares; 2026Q1: 1,011 shares 1,011 $611K <0.01% +614 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,911 shares; 2025Q3: 6,026 shares; 2025Q4: 5,764 shares; 2026Q1: 12,291 shares 12,291 $608K <0.01% +6,527 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,591 shares; 2025Q4: 14,613 shares; 2026Q1: 15,838 shares 15,838 $608K <0.01% +1,225 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,447 shares; 2025Q4: 14,543 shares; 2026Q1: 9,482 shares 9,482 $607K <0.01% -5,061 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,473 shares; 2024Q4: 30,381 shares; 2025Q1: 30,599 shares; 2025Q2: 34,664 shares; 2025Q3: 51,502 shares; 2025Q4: 53,080 shares; 2026Q1: 55,581 shares 55,581 $607K <0.01% +2,501 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358,700 shares; 2025Q2: 948,919 shares; 2025Q3: 956,887 shares; 2025Q4: 1,029,490 shares; 2026Q1: 14,477 shares 14,477 $604K <0.01% -1,015,013 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 9,718 shares; 2025Q1: 9,371 shares; 2025Q2: 8,092 shares; 2025Q3: 7,743 shares; 2025Q4: 8,542 shares; 2026Q1: 9,887 shares 9,887 $603K <0.01% +1,345 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS 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: 9,684 shares 9,684 $600K <0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,639 shares; 2024Q4: 41,515 shares; 2025Q1: 43,128 shares; 2025Q2: 48,243 shares; 2025Q3: 51,419 shares; 2025Q4: 31,885 shares; 2026Q1: 46,527 shares 46,527 $599K <0.01% +14,642 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,762 shares; 2024Q4: 64,167 shares; 2025Q1: 63,536 shares; 2025Q2: 63,463 shares; 2025Q3: 66,554 shares; 2025Q4: 67,061 shares; 2026Q1: 124,105 shares 124,105 $598K <0.01% +57,044 Timeline BSMQ 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: 13,227 shares; 2025Q1: 13,287 shares; 2025Q2: 10,797 shares; 2025Q3: 10,933 shares; 2025Q4: 30,354 shares; 2026Q1: 25,270 shares 25,270 $598K <0.01% -5,084 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 796 shares; 2025Q1: 1,089 shares; 2025Q2: 1,182 shares; 2025Q3: 1,283 shares; 2025Q4: 1,220 shares; 2026Q1: 1,538 shares 1,538 $597K <0.01% +318 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,604 shares; 2024Q4: 110,232 shares; 2025Q1: 82,368 shares; 2025Q2: 40,271 shares; 2025Q3: 26,293 shares; 2025Q4: 25,190 shares; 2026Q1: 12,826 shares 12,826 $596K <0.01% -12,364 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,685 shares; 2026Q1: 6,994 shares 6,994 $595K <0.01% +1,309 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,782 shares; 2024Q4: 104,800 shares; 2025Q1: 130,812 shares; 2025Q2: 131,207 shares; 2025Q3: 113,202 shares; 2025Q4: 52,429 shares; 2026Q1: 34,279 shares 34,279 $592K <0.01% -18,150 Timeline FAN 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: 59,591 shares; 2024Q4: 58,509 shares; 2025Q1: 26,293 shares; 2025Q2: 26,922 shares; 2025Q3: 27,147 shares; 2025Q4: 28,699 shares; 2026Q1: 28,778 shares 28,778 $589K <0.01% +79 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,074 shares; 2025Q1: 3,170 shares; 2025Q2: 3,278 shares; 2025Q3: 3,162 shares; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $589K <0.01% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to 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: 10,089 shares; 2026Q1: 18,498 shares 18,498 $585K <0.01% +8,409 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: not reported; 2025Q1: 5,105 shares; 2025Q2: 6,476 shares; 2025Q3: 6,280 shares; 2025Q4: not reported; 2026Q1: 14,516 shares 14,516 $585K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,094 shares; 2025Q1: 3,304 shares; 2025Q2: 3,174 shares; 2025Q3: 3,408 shares; 2025Q4: 2,471 shares; 2026Q1: 4,129 shares 4,129 $584K <0.01% +1,658 Timeline FXN 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: 11,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,236 shares; 2025Q3: 35,245 shares; 2025Q4: 35,245 shares; 2026Q1: 35,366 shares 35,366 $582K <0.01% +121 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,112 shares; 2026Q1: 2,391 shares 2,391 $581K <0.01% +279 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 25,739 shares; 2025Q4: 32,996 shares; 2026Q1: 57,162 shares 57,162 $580K <0.01% +24,166 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,573 shares; 2025Q1: 8,624 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,373 shares; 2026Q1: 8,073 shares 8,073 $580K <0.01% -300 Timeline ACIO 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: 8,024 shares; 2024Q4: 11,456 shares; 2025Q1: 14,023 shares; 2025Q2: 13,703 shares; 2025Q3: 13,713 shares; 2025Q4: 13,400 shares; 2026Q1: 13,217 shares 13,217 $578K <0.01% -183 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,134 shares; 2025Q3: 15,967 shares; 2025Q4: 12,074 shares; 2026Q1: 32,755 shares 32,755 $576K <0.01% +20,681 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,410 shares; 2025Q1: 2,432 shares; 2025Q2: 3,126 shares; 2025Q3: 4,921 shares; 2025Q4: 5,552 shares; 2026Q1: 4,871 shares 4,871 $571K <0.01% -681 Timeline TUA 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: not reported; 2025Q3: not reported; 2025Q4: 26,008 shares; 2026Q1: 26,035 shares 26,035 $570K <0.01% +27 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,997 shares; 2026Q1: 5,419 shares 5,419 $570K <0.01% +2,422 Timeline JPEM 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: 5,059 shares; 2025Q1: 5,243 shares; 2025Q2: 7,344 shares; 2025Q3: 7,672 shares; 2025Q4: 6,791 shares; 2026Q1: 9,324 shares 9,324 $570K <0.01% +2,533 Timeline FCOR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,104 shares; 2026Q1: 11,904 shares 11,904 $569K <0.01% -200 Timeline DFGR 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: 8,936 shares; 2024Q4: 10,230 shares; 2025Q1: 11,917 shares; 2025Q2: 18,269 shares; 2025Q3: 19,095 shares; 2025Q4: 21,386 shares; 2026Q1: 21,535 shares 21,535 $569K <0.01% +149 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,367 shares; 2025Q3: 12,592 shares; 2025Q4: 13,934 shares; 2026Q1: 16,319 shares 16,319 $567K <0.01% +2,385 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,384 shares; 2025Q1: 11,406 shares; 2025Q2: 10,174 shares; 2025Q3: 10,200 shares; 2025Q4: 10,227 shares; 2026Q1: 10,250 shares 10,250 $566K <0.01% +23 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,451 shares; 2025Q4: 4,658 shares; 2026Q1: 8,192 shares 8,192 $565K <0.01% +3,534 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 16,437 shares 16,437 $563K <0.01% new Timeline PWZ 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: 31,478 shares; 2025Q2: 20,851 shares; 2025Q3: 21,017 shares; 2025Q4: 21,192 shares; 2026Q1: 23,256 shares 23,256 $562K <0.01% +2,064 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 3,757 shares; 2025Q4: 5,372 shares; 2026Q1: 6,637 shares 6,637 $557K <0.01% +1,265 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,264 shares; 2025Q1: 18,664 shares; 2025Q2: 20,042 shares; 2025Q3: 17,516 shares; 2025Q4: 15,786 shares; 2026Q1: 8,554 shares 8,554 $557K <0.01% -7,232 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 41,844 shares; 2025Q1: 55,421 shares; 2025Q2: 55,958 shares; 2025Q3: 56,008 shares; 2025Q4: 54,635 shares; 2026Q1: 59,813 shares 59,813 $556K <0.01% +5,178 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,284 shares 7,284 $556K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,697 shares; 2026Q1: 3,814 shares 3,814 $556K <0.01% +117 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 11,335 shares 11,335 $555K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,105 shares; 2024Q4: 10,423 shares; 2025Q1: 4,295 shares; 2025Q2: 4,112 shares; 2025Q3: 3,618 shares; 2025Q4: 2,274 shares; 2026Q1: 4,217 shares 4,217 $554K <0.01% +1,943 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,814 shares; 2025Q1: 8,954 shares; 2025Q2: 10,578 shares; 2025Q3: 17,049 shares; 2025Q4: 19,444 shares; 2026Q1: 15,493 shares 15,493 $549K <0.01% -3,951 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 41,855 shares; 2025Q3: 49,035 shares; 2025Q4: 37,426 shares; 2026Q1: 12,653 shares 12,653 $549K <0.01% -24,773 Timeline TMFC 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: 14,405 shares; 2024Q4: 20,492 shares; 2025Q1: 15,710 shares; 2025Q2: 15,187 shares; 2025Q3: 24,552 shares; 2025Q4: 22,437 shares; 2026Q1: 7,642 shares 7,642 $548K <0.01% -14,795 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,732 shares; 2025Q1: 1,795 shares; 2025Q2: 2,304 shares; 2025Q3: 3,039 shares; 2025Q4: 2,842 shares; 2026Q1: 3,597 shares 3,597 $548K <0.01% +755 Timeline UYLD 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: 10,709 shares 10,709 $547K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares; 2025Q4: 1,180 shares; 2026Q1: 879 shares 879 $546K <0.01% -301 Timeline FCOM 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: 4,930 shares; 2024Q4: 6,398 shares; 2025Q1: 6,898 shares; 2025Q2: 6,889 shares; 2025Q3: 6,889 shares; 2025Q4: 6,889 shares; 2026Q1: 7,436 shares 7,436 $545K <0.01% +547 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,256 shares; 2025Q2: 12,986 shares; 2025Q3: 13,603 shares; 2025Q4: 14,411 shares; 2026Q1: 15,250 shares 15,250 $543K <0.01% +839 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,370 shares; 2024Q4: 19,879 shares; 2025Q1: 14,703 shares; 2025Q2: 13,896 shares; 2025Q3: 14,699 shares; 2025Q4: not reported; 2026Q1: 27,960 shares 27,960 $541K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,120 shares; 2025Q4: 6,200 shares; 2026Q1: 2,918 shares 2,918 $539K <0.01% -3,282 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,145 shares; 2026Q1: 8,099 shares 8,099 $538K <0.01% -46 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to 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: 42,163 shares 42,163 $537K <0.01% new Timeline IBTP 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: 13,739 shares; 2025Q2: 20,451 shares; 2025Q3: 20,726 shares; 2025Q4: 20,825 shares; 2026Q1: 20,765 shares 20,765 $536K <0.01% -60 Timeline NXTG 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: 4,841 shares; 2024Q4: 4,741 shares; 2025Q1: 4,742 shares; 2025Q2: 5,043 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,972 shares 4,972 $536K <0.01% +512 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,646 shares; 2025Q4: 18,210 shares; 2026Q1: 23,829 shares 23,829 $534K <0.01% +5,619 Timeline IYE 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: 17,103 shares; 2024Q4: 14,124 shares; 2025Q1: 11,527 shares; 2025Q2: 9,289 shares; 2025Q3: 9,225 shares; 2025Q4: 9,894 shares; 2026Q1: 11,155 shares 11,155 $532K <0.01% +1,261 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,649 shares; 2025Q1: 8,387 shares; 2025Q2: 11,497 shares; 2025Q3: 12,349 shares; 2025Q4: 13,420 shares; 2026Q1: 14,648 shares 14,648 $530K <0.01% +1,228 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 10,052 shares; 2025Q1: 7,995 shares; 2025Q2: 8,780 shares; 2025Q3: 7,744 shares; 2025Q4: 5,692 shares; 2026Q1: 6,277 shares 6,277 $529K <0.01% +585 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,077 shares; 2025Q1: 6,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,059 shares 14,059 $528K <0.01% new Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 6,471 shares; 2025Q1: 7,966 shares; 2025Q2: 9,803 shares; 2025Q3: 11,973 shares; 2025Q4: 11,576 shares; 2026Q1: 13,147 shares 13,147 $528K <0.01% +1,571 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,831 shares; 2025Q1: 4,467 shares; 2025Q2: 6,270 shares; 2025Q3: 6,986 shares; 2025Q4: 6,994 shares; 2026Q1: 7,566 shares 7,566 $527K <0.01% +572 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: 11,743 shares; 2025Q1: 11,488 shares; 2025Q2: 9,874 shares; 2025Q3: 9,499 shares; 2025Q4: 9,002 shares; 2026Q1: 18,929 shares 18,929 $526K <0.01% +9,927 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 13,591 shares; 2025Q1: 13,462 shares; 2025Q2: 9,638 shares; 2025Q3: 9,580 shares; 2025Q4: 13,252 shares; 2026Q1: 22,322 shares 22,322 $525K <0.01% +9,070 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,805 shares; 2025Q1: 5,684 shares; 2025Q2: 7,560 shares; 2025Q3: 8,395 shares; 2025Q4: 4,694 shares; 2026Q1: 3,081 shares 3,081 $522K <0.01% -1,613 Timeline RWJ 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: 6,410 shares; 2025Q2: 7,847 shares; 2025Q3: 11,651 shares; 2025Q4: 9,746 shares; 2026Q1: 10,663 shares 10,663 $520K <0.01% +917 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,889 shares; 2025Q1: 12,898 shares; 2025Q2: 11,214 shares; 2025Q3: 14,221 shares; 2025Q4: 15,670 shares; 2026Q1: 15,671 shares 15,671 $518K <0.01% +1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 10,249 shares; 2025Q1: 11,159 shares; 2025Q2: 12,132 shares; 2025Q3: 12,763 shares; 2025Q4: 13,864 shares; 2026Q1: 14,251 shares 14,251 $517K <0.01% +387 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,476 shares; 2025Q2: 3,078 shares; 2025Q3: 3,080 shares; 2025Q4: 4,216 shares; 2026Q1: 6,818 shares 6,818 $516K <0.01% +2,602 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,486 shares; 2024Q4: 38,589 shares; 2025Q1: 37,953 shares; 2025Q2: 39,814 shares; 2025Q3: 41,408 shares; 2025Q4: 41,192 shares; 2026Q1: 41,397 shares 41,397 $516K <0.01% +205 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,953 shares; 2024Q4: 12,285 shares; 2025Q1: 11,117 shares; 2025Q2: 12,804 shares; 2025Q3: 13,906 shares; 2025Q4: 13,889 shares; 2026Q1: 15,213 shares 15,213 $515K <0.01% +1,324 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,686 shares; 2025Q1: 2,624 shares; 2025Q2: 2,767 shares; 2025Q3: 2,827 shares; 2025Q4: 2,958 shares; 2026Q1: 2,655 shares 2,655 $514K <0.01% -303 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 3,573 shares; 2025Q4: 4,183 shares; 2026Q1: 6,533 shares 6,533 $513K <0.01% +2,350 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,257 shares; 2025Q1: 3,359 shares; 2025Q2: 3,284 shares; 2025Q3: 3,104 shares; 2025Q4: 4,747 shares; 2026Q1: 4,710 shares 4,710 $511K <0.01% -37 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,195 shares; 2025Q4: 20,970 shares; 2026Q1: 21,273 shares 21,273 $510K <0.01% +303 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,684 shares 24,684 $508K <0.01% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,833 shares; 2025Q4: 17,341 shares; 2026Q1: 15,740 shares 15,740 $505K <0.01% -1,601 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 8,992 shares; 2025Q3: 9,092 shares; 2025Q4: 6,097 shares; 2026Q1: 6,901 shares 6,901 $505K <0.01% +804 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,803 shares 12,803 $504K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 20,963 shares; 2025Q1: 17,363 shares; 2025Q2: 38,037 shares; 2025Q3: 36,537 shares; 2025Q4: 35,637 shares; 2026Q1: 35,005 shares 35,005 $503K <0.01% -632 Timeline IBTK 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: 17,358 shares; 2024Q4: 17,681 shares; 2025Q1: 19,673 shares; 2025Q2: 19,878 shares; 2025Q3: 23,864 shares; 2025Q4: 25,289 shares; 2026Q1: 25,224 shares 25,224 $501K <0.01% -65 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,908 shares 4,908 $501K <0.01% new Timeline XTL 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: 14,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,265 shares 3,265 $500K <0.01% new Timeline IEO 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: 10,707 shares; 2024Q4: 4,830 shares; 2025Q1: 8,320 shares; 2025Q2: 8,769 shares; 2025Q3: 7,389 shares; 2025Q4: 5,987 shares; 2026Q1: 5,600 shares 5,600 $500K <0.01% -387 Timeline FTXO 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: 15,117 shares; 2024Q4: 15,117 shares; 2025Q1: 14,919 shares; 2025Q2: 13,121 shares; 2025Q3: 13,226 shares; 2025Q4: 13,226 shares; 2026Q1: 13,227 shares 13,227 $500K <0.01% +1 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,284 shares; 2026Q1: 13,768 shares 13,768 $499K <0.01% +1,484 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,761 shares 29,761 $499K <0.01% new Timeline OMFS 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: 10,293 shares; 2024Q4: 8,390 shares; 2025Q1: 8,042 shares; 2025Q2: 8,649 shares; 2025Q3: 9,425 shares; 2025Q4: 9,726 shares; 2026Q1: 11,210 shares 11,210 $499K <0.01% +1,484 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,045 shares; 2025Q4: 47,427 shares; 2026Q1: 65,851 shares 65,851 $495K <0.01% +18,424 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,913 shares; 2024Q4: 13,926 shares; 2025Q1: 15,148 shares; 2025Q2: 17,971 shares; 2025Q3: 17,350 shares; 2025Q4: 11,637 shares; 2026Q1: 12,599 shares 12,599 $495K <0.01% +962 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,864 shares 5,864 $492K <0.01% new Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR 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: 10,753 shares 10,753 $491K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,663 shares; 2025Q1: 5,551 shares; 2025Q2: 20,116 shares; 2025Q3: 25,101 shares; 2025Q4: 19,723 shares; 2026Q1: 16,937 shares 16,937 $486K <0.01% -2,786 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819 shares 1,819 $485K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,952 shares; 2025Q4: 6,962 shares; 2026Q1: 8,278 shares 8,278 $484K <0.01% +1,316 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 682 shares; 2025Q1: 636 shares; 2025Q2: 734 shares; 2025Q3: 1,266 shares; 2025Q4: 730 shares; 2026Q1: 985 shares 985 $478K <0.01% +255 Timeline DEED 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: 80,451 shares; 2024Q4: 91,112 shares; 2025Q1: 92,684 shares; 2025Q2: 101,005 shares; 2025Q3: 105,363 shares; 2025Q4: 116,166 shares; 2026Q1: 22,104 shares 22,104 $477K <0.01% -94,062 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 4,164 shares 4,164 $477K <0.01% +1,856 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,423 shares; 2024Q4: 35,737 shares; 2025Q1: 35,737 shares; 2025Q2: 35,737 shares; 2025Q3: 35,737 shares; 2025Q4: 45,098 shares; 2026Q1: 45,098 shares 45,098 $477K <0.01% 0 Timeline CORP 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: 19,177 shares; 2024Q4: 20,483 shares; 2025Q1: 20,924 shares; 2025Q2: 21,691 shares; 2025Q3: 24,152 shares; 2025Q4: 27,479 shares; 2026Q1: 4,838 shares 4,838 $473K <0.01% -22,641 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 3,330 shares; 2025Q3: 4,479 shares; 2025Q4: 5,841 shares; 2026Q1: 7,151 shares 7,151 $472K <0.01% +1,310 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,602 shares; 2024Q4: 20,902 shares; 2025Q1: 20,902 shares; 2025Q2: 25,044 shares; 2025Q3: 18,602 shares; 2025Q4: 24,002 shares; 2026Q1: 37,335 shares 37,335 $471K <0.01% +13,333 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,146 shares; 2025Q1: 2,907 shares; 2025Q2: 2,893 shares; 2025Q3: 3,712 shares; 2025Q4: 3,799 shares; 2026Q1: 3,724 shares 3,724 $471K <0.01% -75 Timeline QEMM 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: 6,887 shares; 2024Q4: 7,366 shares; 2025Q1: 7,216 shares; 2025Q2: 7,218 shares; 2025Q3: 7,218 shares; 2025Q4: 7,212 shares; 2026Q1: 7,106 shares 7,106 $470K <0.01% -106 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,530 shares; 2025Q2: 13,496 shares; 2025Q3: 13,296 shares; 2025Q4: 13,296 shares; 2026Q1: 12,851 shares 12,851 $468K <0.01% -445 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,560 shares; 2025Q4: 19,077 shares; 2026Q1: 19,165 shares 19,165 $466K <0.01% +88 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 25,575 shares; 2025Q1: 20,575 shares; 2025Q2: 20,575 shares; 2025Q3: 20,825 shares; 2025Q4: 20,829 shares; 2026Q1: 37,487 shares 37,487 $464K <0.01% +16,658 Timeline IYT 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: 6,536 shares; 2024Q4: 8,816 shares; 2025Q1: 6,132 shares; 2025Q2: 6,122 shares; 2025Q3: 6,076 shares; 2025Q4: 5,932 shares; 2026Q1: 6,199 shares 6,199 $462K <0.01% +267 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,106 shares; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,381 shares; 2025Q4: 1,484 shares; 2026Q1: 2,277 shares 2,277 $461K <0.01% +793 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,091 shares 9,091 $457K <0.01% new Timeline IBTI 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: 9,259 shares; 2025Q2: 10,736 shares; 2025Q3: 14,653 shares; 2025Q4: 18,935 shares; 2026Q1: 20,435 shares 20,435 $457K <0.01% +1,500 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,913 shares 11,913 $457K <0.01% new Timeline JGLO 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: 6,614 shares; 2025Q4: 6,767 shares; 2026Q1: 6,705 shares 6,705 $454K <0.01% -62 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,276 shares 6,276 $454K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,405 shares; 2026Q1: 17,699 shares 17,699 $453K <0.01% +5,294 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 5,646 shares; 2025Q2: 5,800 shares; 2025Q3: 6,511 shares; 2025Q4: 5,478 shares; 2026Q1: 5,632 shares 5,632 $453K <0.01% +154 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,272 shares; 2024Q4: 37,959 shares; 2025Q1: 37,739 shares; 2025Q2: 30,822 shares; 2025Q3: 32,452 shares; 2025Q4: 39,771 shares; 2026Q1: 45,285 shares 45,285 $452K <0.01% +5,514 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,461 shares; 2026Q1: 15,662 shares 15,662 $451K <0.01% +3,201 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,684 shares; 2024Q4: 65,079 shares; 2025Q1: 61,113 shares; 2025Q2: 59,948 shares; 2025Q3: 44,026 shares; 2025Q4: 34,376 shares; 2026Q1: 19,907 shares 19,907 $450K <0.01% -14,469 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 3,841 shares; 2025Q3: 4,847 shares; 2025Q4: 6,126 shares; 2026Q1: 6,698 shares 6,698 $449K <0.01% +572 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,660 shares 4,660 $449K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 1,768 shares; 2025Q4: 2,309 shares; 2026Q1: 1,983 shares 1,983 $449K <0.01% -326 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,115 shares 38,115 $447K <0.01% new Timeline IWX 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: 3,328 shares; 2024Q4: 6,973 shares; 2025Q1: 7,397 shares; 2025Q2: 8,279 shares; 2025Q3: 8,267 shares; 2025Q4: 7,552 shares; 2026Q1: 4,850 shares 4,850 $446K <0.01% -2,702 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 2,018 shares 2,018 $445K <0.01% +1,068 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 9,986 shares; 2025Q1: 2,148 shares; 2025Q2: 2,043 shares; 2025Q3: 1,825 shares; 2025Q4: 1,852 shares; 2026Q1: 2,116 shares 2,116 $444K <0.01% +264 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,997 shares; 2025Q1: 2,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares 3,145 $444K <0.01% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 3,681 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,347 shares; 2026Q1: 4,520 shares 4,520 $442K <0.01% +173 Timeline ARTY 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: 4,679 shares; 2025Q4: 8,186 shares; 2026Q1: 9,150 shares 9,150 $439K <0.01% +964 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares; 2026Q1: 10,241 shares 10,241 $439K <0.01% +2,347 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 30,077 shares; 2025Q4: 28,056 shares; 2026Q1: 12,137 shares 12,137 $438K <0.01% -15,919 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,385 shares; 2026Q1: 6,161 shares 6,161 $435K <0.01% +1,776 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 39,531 shares; 2025Q4: 57,810 shares; 2026Q1: 132,841 shares 132,841 $434K <0.01% +75,031 Timeline IEUR 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: 3,354 shares; 2025Q4: 4,382 shares; 2026Q1: 6,111 shares 6,111 $434K <0.01% +1,729 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,184 shares 24,184 $434K <0.01% new Timeline PXJ 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: 10,432 shares 10,432 $432K <0.01% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 5,950 shares; 2025Q1: 17,152 shares; 2025Q2: 15,981 shares; 2025Q3: 13,756 shares; 2025Q4: 11,269 shares; 2026Q1: 7,563 shares 7,563 $432K <0.01% -3,706 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 2,647 shares; 2026Q1: 4,040 shares 4,040 $432K <0.01% +1,393 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,483 shares; 2025Q1: 4,082 shares; 2025Q2: 4,443 shares; 2025Q3: 5,017 shares; 2025Q4: 4,255 shares; 2026Q1: 2,663 shares 2,663 $430K <0.01% -1,592 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,018 shares; 2024Q4: 54,308 shares; 2025Q1: 46,575 shares; 2025Q2: 45,962 shares; 2025Q3: 57,649 shares; 2025Q4: 33,702 shares; 2026Q1: 37,604 shares 37,604 $430K <0.01% +3,902 Timeline FEP 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: 8,100 shares; 2024Q4: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 7,998 shares; 2025Q4: 7,998 shares; 2026Q1: 7,998 shares 7,998 $430K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 1,394 shares; 2025Q2: 1,566 shares; 2025Q3: 1,260 shares; 2025Q4: not reported; 2026Q1: 2,333 shares 2,333 $429K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,333 shares 5,333 $428K <0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 1,506 shares; 2025Q3: 1,401 shares; 2025Q4: 1,244 shares; 2026Q1: 2,231 shares 2,231 $428K <0.01% +987 Timeline REET 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: 19,470 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 26,511 shares; 2025Q4: 17,091 shares; 2026Q1: 17,127 shares 17,127 $427K <0.01% +36 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 604 shares 604 $424K <0.01% -331 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,360 shares 9,360 $423K <0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,713 shares; 2025Q1: 3,739 shares; 2025Q2: 4,366 shares; 2025Q3: 4,368 shares; 2025Q4: 5,197 shares; 2026Q1: 5,901 shares 5,901 $423K <0.01% +704 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares; 2026Q1: 2,878 shares 2,878 $422K <0.01% +1,198 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares; 2026Q1: 11,705 shares 11,705 $422K <0.01% +1,855 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,792 shares; 2025Q2: 45,623 shares; 2025Q3: 50,948 shares; 2025Q4: 56,282 shares; 2026Q1: 9,456 shares 9,456 $421K <0.01% -46,826 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares 2,415 $421K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 5,347 shares; 2025Q1: 3,959 shares; 2025Q2: 5,807 shares; 2025Q3: 6,083 shares; 2025Q4: 6,058 shares; 2026Q1: 6,514 shares 6,514 $420K <0.01% +456 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,753 shares; 2025Q4: 10,790 shares; 2026Q1: 15,357 shares 15,357 $420K <0.01% +4,567 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 6,803 shares; 2025Q2: 6,803 shares; 2025Q3: 6,803 shares; 2025Q4: 7,453 shares; 2026Q1: 9,023 shares 9,023 $418K <0.01% +1,570 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 5,470 shares; 2025Q1: 4,945 shares; 2025Q2: 4,729 shares; 2025Q3: 4,558 shares; 2025Q4: 4,664 shares; 2026Q1: 5,640 shares 5,640 $417K <0.01% +976 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 7,787 shares; 2025Q2: 3,509 shares; 2025Q3: 3,392 shares; 2025Q4: 3,308 shares; 2026Q1: 3,335 shares 3,335 $416K <0.01% +27 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,366 shares 8,366 $415K <0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 10,919 shares; 2025Q1: 12,779 shares; 2025Q2: 13,279 shares; 2025Q3: 13,496 shares; 2025Q4: 15,512 shares; 2026Q1: 15,598 shares 15,598 $414K <0.01% +86 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,554 shares; 2025Q3: 3,269 shares; 2025Q4: 2,806 shares; 2026Q1: 5,140 shares 5,140 $410K <0.01% +2,334 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,182 shares; 2026Q1: 15,542 shares 15,542 $409K <0.01% +2,360 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,769 shares; 2025Q4: 6,405 shares; 2026Q1: 6,273 shares 6,273 $408K <0.01% -132 Timeline PICK 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: 4,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,720 shares; 2026Q1: 7,934 shares 7,934 $407K <0.01% +2,214 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,874 shares 6,874 $407K <0.01% new Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,693 shares; 2026Q1: 5,700 shares 5,700 $406K <0.01% +1,007 Timeline KLIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,772 shares 15,772 $405K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,098 shares; 2024Q4: 61,098 shares; 2025Q1: 63,099 shares; 2025Q2: 63,099 shares; 2025Q3: 63,100 shares; 2025Q4: 63,100 shares; 2026Q1: 65,601 shares 65,601 $403K <0.01% +2,501 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,553 shares 2,553 $403K <0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,704 shares; 2025Q4: 1,521 shares; 2026Q1: 1,945 shares 1,945 $402K <0.01% +424 Timeline GAP GAP INC More: the full row for GAP 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: 17,053 shares; 2025Q3: 17,679 shares; 2025Q4: 19,757 shares; 2026Q1: 15,687 shares 15,687 $402K <0.01% -4,070 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares 738 $401K <0.01% new Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,140 shares 5,140 $400K <0.01% +40 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 2,064 shares; 2025Q3: 1,861 shares; 2025Q4: 4,346 shares; 2026Q1: 2,776 shares 2,776 $398K <0.01% -1,570 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 4,516 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,900 shares; 2026Q1: 5,200 shares 5,200 $396K <0.01% +300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,517 shares; 2025Q1: 4,707 shares; 2025Q2: 8,040 shares; 2025Q3: 6,002 shares; 2025Q4: 3,346 shares; 2026Q1: 3,891 shares 3,891 $393K <0.01% +545 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 14,789 shares; 2025Q1: 16,069 shares; 2025Q2: 17,553 shares; 2025Q3: 18,428 shares; 2025Q4: 18,618 shares; 2026Q1: 21,704 shares 21,704 $390K <0.01% +3,086 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 2,098 shares; 2025Q4: 2,966 shares; 2026Q1: 3,171 shares 3,171 $390K <0.01% +205 Timeline REGL 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: 4,491 shares; 2024Q4: 3,788 shares; 2025Q1: 4,997 shares; 2025Q2: 5,961 shares; 2025Q3: 5,577 shares; 2025Q4: 4,610 shares; 2026Q1: 4,622 shares 4,622 $389K <0.01% +12 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 3,309 shares; 2026Q1: 3,648 shares 3,648 $389K <0.01% +339 Timeline XSVM 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: 13,960 shares; 2024Q4: 12,333 shares; 2025Q1: 12,119 shares; 2025Q2: 10,373 shares; 2025Q3: 9,684 shares; 2025Q4: 7,024 shares; 2026Q1: 6,794 shares 6,794 $388K <0.01% -230 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,506 shares; 2025Q1: 4,360 shares; 2025Q2: 4,378 shares; 2025Q3: 4,269 shares; 2025Q4: 4,792 shares; 2026Q1: 6,126 shares 6,126 $388K <0.01% +1,334 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,117 shares; 2024Q4: 107,366 shares; 2025Q1: 86,026 shares; 2025Q2: 58,796 shares; 2025Q3: 4,090 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares 4,104 $387K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 14,581 shares; 2026Q1: 23,219 shares 23,219 $387K <0.01% +8,638 Timeline HYZD 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: 78,577 shares; 2024Q4: 100,107 shares; 2025Q1: 153,040 shares; 2025Q2: 89,732 shares; 2025Q3: 87,872 shares; 2025Q4: 20,339 shares; 2026Q1: 17,165 shares 17,165 $387K <0.01% -3,174 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 35,669 shares 35,669 $387K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,157 shares; 2025Q2: 935 shares; 2025Q3: 1,004 shares; 2025Q4: 1,055 shares; 2026Q1: 1,333 shares 1,333 $386K <0.01% +278 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 4,278 shares; 2025Q3: 6,354 shares; 2025Q4: 6,178 shares; 2026Q1: 7,864 shares 7,864 $385K <0.01% +1,686 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares; 2026Q1: 788 shares 788 $384K <0.01% -304 Timeline UAE 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: 15,897 shares; 2024Q4: 15,897 shares; 2025Q1: 24,630 shares; 2025Q2: 23,230 shares; 2025Q3: 23,230 shares; 2025Q4: 23,335 shares; 2026Q1: 20,058 shares 20,058 $384K <0.01% -3,277 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,959 shares; 2025Q1: 7,600 shares; 2025Q2: 7,422 shares; 2025Q3: 6,505 shares; 2025Q4: 3,801 shares; 2026Q1: 4,551 shares 4,551 $381K <0.01% +750 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,755 shares; 2025Q4: 15,537 shares; 2026Q1: 14,042 shares 14,042 $381K <0.01% -1,495 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 46,377 shares; 2025Q3: 50,208 shares; 2025Q4: 40,355 shares; 2026Q1: 38,161 shares 38,161 $380K <0.01% -2,194 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,229 shares; 2025Q1: 2,239 shares; 2025Q2: 2,177 shares; 2025Q3: 2,082 shares; 2025Q4: 2,165 shares; 2026Q1: 2,640 shares 2,640 $378K <0.01% +475 Timeline BSJW 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: 13,703 shares; 2026Q1: 14,669 shares 14,669 $378K <0.01% +966 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 12,201 shares; 2025Q1: 13,701 shares; 2025Q2: 13,701 shares; 2025Q3: 15,701 shares; 2025Q4: 19,701 shares; 2026Q1: 38,101 shares 38,101 $378K <0.01% +18,400 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 11,606 shares; 2025Q3: 16,208 shares; 2025Q4: 23,467 shares; 2026Q1: 30,083 shares 30,083 $377K <0.01% +6,616 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,895 shares; 2025Q1: 2,181 shares; 2025Q2: 2,044 shares; 2025Q3: 2,168 shares; 2025Q4: 1,976 shares; 2026Q1: 1,899 shares 1,899 $376K <0.01% -77 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 2,430 shares; 2025Q3: 2,337 shares; 2025Q4: 2,249 shares; 2026Q1: 2,728 shares 2,728 $376K <0.01% +479 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 13,429 shares 13,429 $373K <0.01% new Timeline PJP 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: 3,455 shares; 2025Q3: 3,516 shares; 2025Q4: 3,735 shares; 2026Q1: 3,560 shares 3,560 $372K <0.01% -175 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,483 shares; 2024Q4: 13,167 shares; 2025Q1: 10,242 shares; 2025Q2: 10,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,215 shares 15,215 $370K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 1,252 shares 1,252 $368K <0.01% +356 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 9,820 shares; 2025Q2: 4,740 shares; 2025Q3: 5,205 shares; 2025Q4: 6,313 shares; 2026Q1: 6,093 shares 6,093 $368K <0.01% -220 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,534 shares 9,534 $366K <0.01% new Timeline AIA 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: 3,182 shares; 2026Q1: 3,744 shares 3,744 $365K <0.01% +562 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,332 shares; 2025Q4: 6,266 shares; 2026Q1: 4,929 shares 4,929 $365K <0.01% -1,337 Timeline TRFM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares 7,840 $364K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,550 shares 17,550 $363K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,714 shares; 2025Q4: 1,719 shares; 2026Q1: 1,859 shares 1,859 $362K <0.01% +140 Timeline PXE 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: 12,946 shares 12,946 $362K <0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 3,921 shares; 2025Q3: 3,875 shares; 2025Q4: 5,486 shares; 2026Q1: 6,295 shares 6,295 $362K <0.01% +809 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 2,160 shares; 2026Q1: 2,208 shares 2,208 $361K <0.01% +48 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,682 shares; 2025Q1: 1,717 shares; 2025Q2: 1,590 shares; 2025Q3: 1,247 shares; 2025Q4: 955 shares; 2026Q1: 1,495 shares 1,495 $360K <0.01% +540 Timeline IHF 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: 6,684 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 4,384 shares; 2025Q3: 6,207 shares; 2025Q4: 6,855 shares; 2026Q1: 7,510 shares 7,510 $360K <0.01% +655 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 4,022 shares; 2026Q1: 1,619 shares 1,619 $360K <0.01% -2,403 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to 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: 13,289 shares; 2026Q1: 15,834 shares 15,834 $359K <0.01% +2,545 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE 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: 14,196 shares; 2026Q1: 31,632 shares 31,632 $358K <0.01% +17,436 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,713 shares; 2025Q3: 1,836 shares; 2025Q4: 1,630 shares; 2026Q1: 1,544 shares 1,544 $357K <0.01% -86 Timeline EWC 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: 5,893 shares; 2025Q3: 6,286 shares; 2025Q4: 6,226 shares; 2026Q1: 6,600 shares 6,600 $356K <0.01% +374 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $355K <0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,932 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,391 shares 15,391 $355K <0.01% new Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $355K <0.01% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 6,501 shares; 2025Q3: 5,690 shares; 2025Q4: 7,351 shares; 2026Q1: 6,660 shares 6,660 $354K <0.01% -691 Timeline HYHG 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: 42,295 shares; 2024Q4: 65,126 shares; 2025Q1: 51,116 shares; 2025Q2: 47,203 shares; 2025Q3: 47,326 shares; 2025Q4: 16,255 shares; 2026Q1: 5,507 shares 5,507 $354K <0.01% -10,748 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,951 shares; 2025Q2: 29,715 shares; 2025Q3: 30,110 shares; 2025Q4: 32,494 shares; 2026Q1: 33,905 shares 33,905 $353K <0.01% +1,411 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,150 shares; 2025Q4: 2,117 shares; 2026Q1: 2,725 shares 2,725 $351K <0.01% +608 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 84,000 shares; 2025Q3: 84,000 shares; 2025Q4: 84,000 shares; 2026Q1: 84,000 shares 84,000 $349K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,024 shares; 2025Q4: 1,034 shares; 2026Q1: 1,445 shares 1,445 $348K <0.01% +411 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,824 shares; 2025Q3: 3,154 shares; 2025Q4: 3,486 shares; 2026Q1: 3,988 shares 3,988 $348K <0.01% +502 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,647 shares; 2026Q1: 23,850 shares 23,850 $347K <0.01% +12,203 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 1,240 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,114 shares 1,114 $346K <0.01% -35 Timeline RSPU 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: 4,138 shares; 2024Q4: 4,154 shares; 2025Q1: 4,970 shares; 2025Q2: 4,972 shares; 2025Q3: 4,994 shares; 2025Q4: 4,096 shares; 2026Q1: 4,618 shares 4,618 $345K <0.01% +522 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 15,239 shares; 2026Q1: 15,526 shares 15,526 $345K <0.01% +287 Timeline CAM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,686 shares; 2026Q1: 13,657 shares 13,657 $343K <0.01% -6,029 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 49,343 shares; 2025Q4: 46,000 shares; 2026Q1: 46,000 shares 46,000 $342K <0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,212 shares; 2026Q1: 7,243 shares 7,243 $341K <0.01% +31 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 3,364 shares; 2025Q3: 3,402 shares; 2025Q4: 3,917 shares; 2026Q1: 3,950 shares 3,950 $338K <0.01% +33 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,449 shares 4,449 $338K <0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,937 shares; 2025Q4: 12,340 shares; 2026Q1: 12,723 shares 12,723 $338K <0.01% +383 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,047 shares 1,047 $337K <0.01% +25 Timeline PGX 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: 11,399 shares; 2026Q1: 30,572 shares 30,572 $336K <0.01% +19,173 Timeline BSJQ 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: 41,188 shares; 2024Q4: 40,386 shares; 2025Q1: 40,694 shares; 2025Q2: 37,579 shares; 2025Q3: 34,104 shares; 2025Q4: 24,292 shares; 2026Q1: 14,342 shares 14,342 $335K <0.01% -9,950 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 13,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,481 shares 9,481 $333K <0.01% new Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 54,755 shares; 2025Q1: 53,776 shares; 2025Q2: 40,727 shares; 2025Q3: 40,479 shares; 2025Q4: 17,480 shares; 2026Q1: 9,756 shares 9,756 $333K <0.01% -7,724 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 526 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares 656 $332K <0.01% new Timeline RLY 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: not reported; 2024Q4: 10,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,566 shares 10,566 $332K <0.01% new Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,652 shares; 2024Q4: 118,519 shares; 2025Q1: 121,915 shares; 2025Q2: 114,650 shares; 2025Q3: 113,150 shares; 2025Q4: 113,150 shares; 2026Q1: 113,150 shares 113,150 $332K <0.01% 0 Timeline PSL 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: 3,963 shares; 2024Q4: 3,783 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,783 shares; 2025Q4: 3,293 shares; 2026Q1: 3,293 shares 3,293 $331K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,216 shares; 2026Q1: 149,620 shares 149,620 $331K <0.01% +126,404 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,738 shares 2,738 $330K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,604 shares; 2025Q2: 12,604 shares; 2025Q3: 16,423 shares; 2025Q4: 9,631 shares; 2026Q1: 11,073 shares 11,073 $329K <0.01% +1,442 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,110 shares; 2024Q4: 24,136 shares; 2025Q1: 26,613 shares; 2025Q2: 24,442 shares; 2025Q3: 24,442 shares; 2025Q4: 24,442 shares; 2026Q1: 28,144 shares 28,144 $329K <0.01% +3,702 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,087 shares; 2025Q1: 4,548 shares; 2025Q2: 4,628 shares; 2025Q3: 4,467 shares; 2025Q4: 4,185 shares; 2026Q1: 3,318 shares 3,318 $328K <0.01% -867 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares; 2026Q1: 4,358 shares 4,358 $328K <0.01% +1,402 Timeline NORW 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: 7,902 shares; 2024Q4: not reported; 2025Q1: 7,937 shares; 2025Q2: 7,637 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 8,566 shares 8,566 $327K <0.01% +899 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,630 shares 10,630 $326K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,965 shares; 2025Q2: 10,480 shares; 2025Q3: 10,278 shares; 2025Q4: 10,137 shares; 2026Q1: 13,240 shares 13,240 $325K <0.01% +3,103 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,178 shares; 2025Q1: 9,178 shares; 2025Q2: 9,178 shares; 2025Q3: 9,178 shares; 2025Q4: 9,178 shares; 2026Q1: 9,178 shares 9,178 $324K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,246 shares; 2024Q4: 12,901 shares; 2025Q1: 12,992 shares; 2025Q2: 13,676 shares; 2025Q3: 13,817 shares; 2025Q4: 13,661 shares; 2026Q1: 16,913 shares 16,913 $324K <0.01% +3,252 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 2,727 shares; 2026Q1: 2,839 shares 2,839 $323K <0.01% +112 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: not reported; 2025Q1: 26,398 shares; 2025Q2: 32,646 shares; 2025Q3: 30,221 shares; 2025Q4: 28,700 shares; 2026Q1: 24,417 shares 24,417 $322K <0.01% -4,283 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,573 shares; 2025Q1: 3,519 shares; 2025Q2: 3,441 shares; 2025Q3: 3,674 shares; 2025Q4: 3,112 shares; 2026Q1: 3,900 shares 3,900 $321K <0.01% +788 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,476 shares; 2026Q1: 4,662 shares 4,662 $319K <0.01% +186 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,780 shares; 2024Q4: 238,900 shares; 2025Q1: 7,276 shares; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 7,338 shares; 2026Q1: 9,021 shares 9,021 $317K <0.01% +1,683 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,534 shares; 2025Q4: 1,388 shares; 2026Q1: 1,069 shares 1,069 $317K <0.01% -319 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 8,863 shares; 2025Q1: 10,495 shares; 2025Q2: 10,503 shares; 2025Q3: 10,232 shares; 2025Q4: 7,242 shares; 2026Q1: 7,118 shares 7,118 $316K <0.01% -124 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 791 shares 791 $315K <0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,511 shares; 2025Q4: 4,275 shares; 2026Q1: 4,661 shares 4,661 $315K <0.01% +386 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,124 shares; 2025Q1: 29,842 shares; 2025Q2: 29,906 shares; 2025Q3: 29,968 shares; 2025Q4: 26,731 shares; 2026Q1: 26,744 shares 26,744 $313K <0.01% +13 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,317 shares 5,317 $310K <0.01% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,010 shares; 2026Q1: 14,162 shares 14,162 $309K <0.01% +152 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 2,178 shares 2,178 $309K <0.01% +448 Timeline SDIV 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: 12,814 shares 12,814 $308K <0.01% new Timeline ITWO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,721 shares 7,721 $307K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,746 shares; 2025Q4: 29,059 shares; 2026Q1: 38,221 shares 38,221 $307K <0.01% +9,162 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,815 shares; 2025Q4: 1,794 shares; 2026Q1: 2,584 shares 2,584 $306K <0.01% +790 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,243 shares; 2025Q1: 4,341 shares; 2025Q2: 4,229 shares; 2025Q3: 4,179 shares; 2025Q4: 3,450 shares; 2026Q1: 3,443 shares 3,443 $305K <0.01% -7 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,587 shares; 2025Q3: 4,088 shares; 2025Q4: 4,239 shares; 2026Q1: 4,569 shares 4,569 $305K <0.01% +330 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,629 shares; 2025Q4: 3,316 shares; 2026Q1: 3,237 shares 3,237 $304K <0.01% -79 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,001 shares 10,001 $303K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: 1,574 shares; 2025Q2: 1,584 shares; 2025Q3: 1,592 shares; 2025Q4: 1,589 shares; 2026Q1: 1,923 shares 1,923 $302K <0.01% +334 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 6,214 shares; 2025Q4: 6,220 shares; 2026Q1: 6,228 shares 6,228 $301K <0.01% +8 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,877 shares; 2025Q1: 3,287 shares; 2025Q2: 3,217 shares; 2025Q3: 2,981 shares; 2025Q4: 2,811 shares; 2026Q1: 2,956 shares 2,956 $301K <0.01% +145 Timeline FEMS 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: 19,315 shares; 2024Q4: 19,290 shares; 2025Q1: 15,711 shares; 2025Q2: 7,744 shares; 2025Q3: 7,744 shares; 2025Q4: 6,900 shares; 2026Q1: 7,125 shares 7,125 $300K <0.01% +225 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 947 shares; 2025Q4: 3,166 shares; 2026Q1: 1,443 shares 1,443 $299K <0.01% -1,723 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,194 shares; 2025Q4: not reported; 2026Q1: 13,268 shares 13,268 $298K <0.01% new Timeline BBIN 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: 4,034 shares; 2025Q4: 4,136 shares; 2026Q1: 4,118 shares 4,118 $298K <0.01% -18 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 18,900 shares; 2025Q3: 18,900 shares; 2025Q4: 27,000 shares; 2026Q1: 29,000 shares 29,000 $297K <0.01% +2,000 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: 4,855 shares 4,855 $296K <0.01% +1,215 Timeline JETS 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: 10,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,516 shares; 2026Q1: 10,578 shares 10,578 $295K <0.01% +3,062 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 14,076 shares; 2025Q1: 14,093 shares; 2025Q2: 14,110 shares; 2025Q3: 15,128 shares; 2025Q4: 15,153 shares; 2026Q1: 32,680 shares 32,680 $295K <0.01% +17,527 Timeline XMPT 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: 13,266 shares; 2025Q4: 13,466 shares; 2026Q1: 13,466 shares 13,466 $295K <0.01% 0 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 11,622 shares; 2025Q1: 13,122 shares; 2025Q2: not reported; 2025Q3: 10,122 shares; 2025Q4: 21,622 shares; 2026Q1: 15,258 shares 15,258 $295K <0.01% -6,364 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $294K <0.01% 0 Timeline FNDB 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: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,788 shares; 2025Q3: 11,736 shares; 2025Q4: 11,736 shares; 2026Q1: 11,011 shares 11,011 $293K <0.01% -725 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,774 shares 5,774 $292K <0.01% new Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,109 shares; 2025Q4: 7,109 shares; 2026Q1: 8,235 shares 8,235 $292K <0.01% +1,126 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,051 shares 4,051 $292K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 8,810 shares; 2025Q1: 10,391 shares; 2025Q2: 10,384 shares; 2025Q3: 10,641 shares; 2025Q4: 10,920 shares; 2026Q1: 13,086 shares 13,086 $291K <0.01% +2,166 Timeline VNM 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: 15,747 shares; 2024Q4: 16,247 shares; 2025Q1: 16,247 shares; 2025Q2: 16,247 shares; 2025Q3: 16,247 shares; 2025Q4: 11,251 shares; 2026Q1: 15,536 shares 15,536 $291K <0.01% +4,285 Timeline FIXT 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: 7,607 shares 7,607 $288K <0.01% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,653 shares; 2025Q2: 3,663 shares; 2025Q3: 3,811 shares; 2025Q4: 3,901 shares; 2026Q1: 3,912 shares 3,912 $288K <0.01% +11 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares 3,760 $288K <0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,429 shares; 2025Q1: 3,547 shares; 2025Q2: 3,571 shares; 2025Q3: 3,754 shares; 2025Q4: 3,775 shares; 2026Q1: 3,837 shares 3,837 $288K <0.01% +62 Timeline BSSX 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: 8,061 shares; 2025Q4: 10,080 shares; 2026Q1: 11,118 shares 11,118 $287K <0.01% +1,038 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,140 shares 3,140 $287K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,233 shares; 2025Q1: not reported; 2025Q2: 3,082 shares; 2025Q3: 3,179 shares; 2025Q4: 4,235 shares; 2026Q1: 3,435 shares 3,435 $287K <0.01% -800 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 8,736 shares; 2025Q1: 5,352 shares; 2025Q2: 5,535 shares; 2025Q3: 5,435 shares; 2025Q4: 5,402 shares; 2026Q1: 6,218 shares 6,218 $286K <0.01% +816 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 5,075 shares; 2026Q1: 6,092 shares 6,092 $285K <0.01% +1,017 Timeline VFC V F CORP More: the full row for V F 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: 16,730 shares 16,730 $284K <0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,563 shares; 2024Q4: 18,887 shares; 2025Q1: 7,925 shares; 2025Q2: 4,643 shares; 2025Q3: 4,520 shares; 2025Q4: 4,487 shares; 2026Q1: 4,429 shares 4,429 $284K <0.01% -58 Timeline GDXJ 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: 2,385 shares; 2025Q4: 2,166 shares; 2026Q1: 2,466 shares 2,466 $283K <0.01% +300 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,553 shares; 2025Q4: 13,067 shares; 2026Q1: 4,549 shares 4,549 $283K <0.01% -8,518 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,450 shares; 2024Q4: 24,350 shares; 2025Q1: 16,350 shares; 2025Q2: 15,951 shares; 2025Q3: 14,404 shares; 2025Q4: 14,129 shares; 2026Q1: 14,079 shares 14,079 $282K <0.01% -50 Timeline SFLR 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: 8,184 shares; 2025Q2: not reported; 2025Q3: 6,610 shares; 2025Q4: 7,560 shares; 2026Q1: 7,662 shares 7,662 $282K <0.01% +102 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,077 shares 3,077 $282K <0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,100 shares; 2024Q4: 40,100 shares; 2025Q1: 40,000 shares; 2025Q2: 55,275 shares; 2025Q3: 42,812 shares; 2025Q4: not reported; 2026Q1: 56,311 shares 56,311 $279K <0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714 shares; 2025Q3: 12,187 shares; 2025Q4: 7,192 shares; 2026Q1: 4,903 shares 4,903 $279K <0.01% -2,289 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: not reported; 2026Q1: 1,176 shares 1,176 $277K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 10,794 shares; 2025Q1: 10,623 shares; 2025Q2: 10,096 shares; 2025Q3: 10,592 shares; 2025Q4: 13,541 shares; 2026Q1: 13,326 shares 13,326 $275K <0.01% -215 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 3,640 shares; 2026Q1: 4,127 shares 4,127 $275K <0.01% +487 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,037 shares; 2025Q3: 5,669 shares; 2025Q4: 4,602 shares; 2026Q1: 5,464 shares 5,464 $273K <0.01% +862 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 7,580 shares; 2025Q1: 12,180 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,550 shares; 2026Q1: 8,550 shares 8,550 $272K <0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,292 shares; 2025Q1: 17,045 shares; 2025Q2: 13,371 shares; 2025Q3: 13,038 shares; 2025Q4: 13,531 shares; 2026Q1: 11,163 shares 11,163 $272K <0.01% -2,368 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,318 shares; 2025Q3: 24,862 shares; 2025Q4: 27,607 shares; 2026Q1: 25,612 shares 25,612 $271K <0.01% -1,995 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,566 shares 4,566 $271K <0.01% new Timeline CSM 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: 4,023 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,460 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 3,382 shares 3,382 $269K <0.01% 0 Timeline UTWO 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: 17,929 shares; 2024Q4: 10,599 shares; 2025Q1: 5,252 shares; 2025Q2: 5,228 shares; 2025Q3: 5,229 shares; 2025Q4: 5,125 shares; 2026Q1: 5,540 shares 5,540 $269K <0.01% +415 Timeline