MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,441 shares; 2025Q1: 10,485 shares; 2025Q2: 12,137 shares; 2025Q3: 13,671 shares; 2025Q4: 17,405 shares; 2026Q1: 20,082 shares 20,082 $2.92M 0.03% +2,677 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,943 shares; 2025Q1: 5,506 shares; 2025Q2: 5,626 shares; 2025Q3: 9,346 shares; 2025Q4: 10,021 shares; 2026Q1: 9,807 shares 9,807 $2.91M 0.03% -214 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,566 shares; 2025Q1: 31,431 shares; 2025Q2: 35,711 shares; 2025Q3: 42,394 shares; 2025Q4: 52,137 shares; 2026Q1: 69,034 shares 69,034 $2.91M 0.03% +16,897 Timeline AFMC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 14,545 shares; 2025Q4: 46,742 shares; 2026Q1: 80,699 shares 80,699 $2.9M 0.03% +33,957 Timeline SPMB 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: restricted; 2024Q4: 2,444 shares; 2025Q1: 109,475 shares; 2025Q2: 122,990 shares; 2025Q3: 119,037 shares; 2025Q4: 122,939 shares; 2026Q1: 129,862 shares 129,862 $2.9M 0.03% +6,923 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: restricted; 2024Q4: not reported; 2025Q1: 32,782 shares; 2025Q2: 32,132 shares; 2025Q3: 32,444 shares; 2025Q4: 32,283 shares; 2026Q1: 32,283 shares 32,283 $2.89M 0.03% 0 Timeline DIVO 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: restricted; 2024Q4: 5,086 shares; 2025Q1: 4,926 shares; 2025Q2: 17,946 shares; 2025Q3: 37,248 shares; 2025Q4: 45,623 shares; 2026Q1: 64,241 shares 64,241 $2.89M 0.03% +18,618 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 242 shares; 2025Q2: 251 shares; 2025Q3: 269 shares; 2025Q4: 155,095 shares; 2026Q1: 119,749 shares 119,749 $2.88M 0.03% -35,346 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: restricted; 2024Q4: 49,345 shares; 2025Q1: 59,698 shares; 2025Q2: 50,054 shares; 2025Q3: 73,495 shares; 2025Q4: 138,129 shares; 2026Q1: 161,719 shares 161,719 $2.87M 0.03% +23,590 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,652 shares; 2025Q1: 32,657 shares; 2025Q2: 23,965 shares; 2025Q3: 20,922 shares; 2025Q4: 23,725 shares; 2026Q1: 24,258 shares 24,258 $2.86M 0.03% +533 Timeline RSPD 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: restricted; 2024Q4: 207 shares; 2025Q1: 56,570 shares; 2025Q2: 56,195 shares; 2025Q3: 54,086 shares; 2025Q4: 54,589 shares; 2026Q1: 53,242 shares 53,242 $2.86M 0.03% -1,347 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,912 shares; 2025Q1: 16,912 shares; 2025Q2: 18,812 shares; 2025Q3: 18,812 shares; 2025Q4: 18,812 shares; 2026Q1: 80,327 shares 80,327 $2.85M 0.03% +61,515 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267 shares; 2025Q1: 629 shares; 2025Q2: 684 shares; 2025Q3: 995 shares; 2025Q4: 1,353 shares; 2026Q1: 1,652 shares 1,652 $2.84M 0.03% +299 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,147 shares 57,147 $2.83M 0.03% new Timeline PAPR 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: restricted; 2024Q4: 57,831 shares; 2025Q1: 68,280 shares; 2025Q2: 68,710 shares; 2025Q3: 62,975 shares; 2025Q4: 61,624 shares; 2026Q1: 70,292 shares 70,292 $2.81M 0.03% +8,668 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,840 shares; 2025Q2: 12,988 shares; 2025Q3: 12,988 shares; 2025Q4: 13,136 shares; 2026Q1: 17,268 shares 17,268 $2.8M 0.03% +4,132 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,215 shares; 2025Q1: 75,656 shares; 2025Q2: 61,514 shares; 2025Q3: 56,867 shares; 2025Q4: 106,490 shares; 2026Q1: 63,824 shares 63,824 $2.79M 0.03% -42,666 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,693 shares; 2025Q1: 7,301 shares; 2025Q2: 7,120 shares; 2025Q3: 22,031 shares; 2025Q4: 29,467 shares; 2026Q1: 29,428 shares 29,428 $2.78M 0.03% -39 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 6,159 shares; 2025Q2: 4,994 shares; 2025Q3: 12,078 shares; 2025Q4: 15,372 shares; 2026Q1: 18,878 shares 18,878 $2.77M 0.03% +3,506 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,797 shares; 2025Q1: 16,278 shares; 2025Q2: 15,372 shares; 2025Q3: 17,793 shares; 2025Q4: 29,207 shares; 2026Q1: 38,200 shares 38,200 $2.77M 0.03% +8,993 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: restricted; 2024Q4: 9,231 shares; 2025Q1: 2,243 shares; 2025Q2: 3,989 shares; 2025Q3: 3,783 shares; 2025Q4: 18,410 shares; 2026Q1: 18,374 shares 18,374 $2.77M 0.03% -36 Timeline EALT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 48,415 shares; 2025Q4: 64,867 shares; 2026Q1: 81,717 shares 81,717 $2.76M 0.03% +16,850 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,686 shares; 2025Q2: 2,275 shares; 2025Q3: 52,209 shares; 2025Q4: 61,704 shares; 2026Q1: 60,366 shares 60,366 $2.76M 0.03% -1,338 Timeline USIG 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: restricted; 2024Q4: 4,539 shares; 2025Q1: 6,234 shares; 2025Q2: 2,671 shares; 2025Q3: 3,951 shares; 2025Q4: 66,482 shares; 2026Q1: 53,759 shares 53,759 $2.74M 0.03% -12,723 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,739 shares; 2025Q1: 6,215 shares; 2025Q2: 5,711 shares; 2025Q3: 17,197 shares; 2025Q4: 42,295 shares; 2026Q1: 56,900 shares 56,900 $2.72M 0.03% +14,605 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: restricted; 2024Q4: 32 shares; 2025Q1: 87 shares; 2025Q2: 4,152 shares; 2025Q3: 5,692 shares; 2025Q4: 17,100 shares; 2026Q1: 38,895 shares 38,895 $2.71M 0.03% +21,795 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 112 shares; 2025Q2: 3,477 shares; 2025Q3: 14,644 shares; 2025Q4: 12,967 shares; 2026Q1: 39,077 shares 39,077 $2.71M 0.03% +26,110 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: restricted; 2024Q4: not reported; 2025Q1: 10,467 shares; 2025Q2: 10,867 shares; 2025Q3: 46,184 shares; 2025Q4: 46,464 shares; 2026Q1: 47,678 shares 47,678 $2.71M 0.03% +1,214 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 8,519 shares; 2025Q2: 14,685 shares; 2025Q3: 24,553 shares; 2025Q4: 28,997 shares; 2026Q1: 32,184 shares 32,184 $2.69M 0.03% +3,187 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,195 shares; 2025Q1: 114,544 shares; 2025Q2: 161,201 shares; 2025Q3: 161,549 shares; 2025Q4: 162,281 shares; 2026Q1: 118,939 shares 118,939 $2.68M 0.03% -43,342 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,887 shares; 2026Q1: 21,103 shares 21,103 $2.66M 0.03% +12,216 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,184 shares; 2025Q1: 93,653 shares; 2025Q2: 89,792 shares; 2025Q3: 142,569 shares; 2025Q4: 82,712 shares; 2026Q1: 154,692 shares 154,692 $2.65M 0.03% +71,980 Timeline FCUS 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: restricted; 2024Q4: 108,027 shares; 2025Q1: 155,104 shares; 2025Q2: 106,101 shares; 2025Q3: 110,410 shares; 2025Q4: 98,451 shares; 2026Q1: 71,594 shares 71,594 $2.63M 0.02% -26,857 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,343 shares; 2025Q1: 91,478 shares; 2025Q2: 72,587 shares; 2025Q3: 45,847 shares; 2025Q4: 36,063 shares; 2026Q1: 27,221 shares 27,221 $2.63M 0.02% -8,842 Timeline SBAR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,427 shares; 2025Q4: 54,863 shares; 2026Q1: 107,526 shares 107,526 $2.62M 0.02% +52,663 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,413 shares; 2025Q1: 4,134 shares; 2025Q2: 15,985 shares; 2025Q3: 15,911 shares; 2025Q4: 19,097 shares; 2026Q1: 21,203 shares 21,203 $2.62M 0.02% +2,106 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 24,497 shares; 2025Q4: 36,805 shares; 2026Q1: 38,843 shares 38,843 $2.61M 0.02% +2,038 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares; 2025Q4: 37,842 shares; 2026Q1: 101,087 shares 101,087 $2.61M 0.02% +63,245 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,956 shares; 2025Q2: 9,644 shares; 2025Q3: 9,773 shares; 2025Q4: 10,341 shares; 2026Q1: 15,943 shares 15,943 $2.61M 0.02% +5,602 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,194 shares; 2025Q1: 12,389 shares; 2025Q2: 13,774 shares; 2025Q3: 14,427 shares; 2025Q4: 16,048 shares; 2026Q1: 21,545 shares 21,545 $2.6M 0.02% +5,497 Timeline FESM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 20,716 shares; 2025Q4: 51,273 shares; 2026Q1: 67,651 shares 67,651 $2.59M 0.02% +16,378 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,788 shares; 2025Q1: 20,288 shares; 2025Q2: 23,922 shares; 2025Q3: 30,352 shares; 2025Q4: 36,930 shares; 2026Q1: 35,722 shares 35,722 $2.57M 0.02% -1,208 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,267 shares; 2025Q1: 28,369 shares; 2025Q2: 31,601 shares; 2025Q3: 35,517 shares; 2025Q4: 40,618 shares; 2026Q1: 41,137 shares 41,137 $2.56M 0.02% +519 Timeline JANH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,050 shares 106,050 $2.55M 0.02% new Timeline JPHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311,455 shares; 2025Q4: 265,296 shares; 2026Q1: 50,794 shares 50,794 $2.54M 0.02% -214,502 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 8,553 shares; 2025Q4: 39,997 shares; 2026Q1: 50,973 shares 50,973 $2.54M 0.02% +10,976 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,491 shares; 2025Q1: 18,145 shares; 2025Q2: 17,480 shares; 2025Q3: 20,085 shares; 2025Q4: 27,934 shares; 2026Q1: 40,926 shares 40,926 $2.53M 0.02% +12,992 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,564 shares; 2025Q1: 57,353 shares; 2025Q2: 59,796 shares; 2025Q3: 65,031 shares; 2025Q4: 72,213 shares; 2026Q1: 76,933 shares 76,933 $2.53M 0.02% +4,720 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,042 shares; 2025Q1: 19,527 shares; 2025Q2: 46,989 shares; 2025Q3: 47,702 shares; 2025Q4: 79,694 shares; 2026Q1: 77,290 shares 77,290 $2.52M 0.02% -2,404 Timeline EAGG 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: restricted; 2024Q4: 10,339 shares; 2025Q1: 21,986 shares; 2025Q2: 23,593 shares; 2025Q3: 38,150 shares; 2025Q4: 49,765 shares; 2026Q1: 53,191 shares 53,191 $2.52M 0.02% +3,426 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,224 shares; 2025Q3: 5,444 shares; 2025Q4: 7,359 shares; 2026Q1: 8,271 shares 8,271 $2.52M 0.02% +912 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,777 shares; 2025Q2: 2,137 shares; 2025Q3: 3,307 shares; 2025Q4: 3,593 shares; 2026Q1: 4,052 shares 4,052 $2.52M 0.02% +459 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 2,685 shares; 2025Q2: 4,077 shares; 2025Q3: 6,526 shares; 2025Q4: 22,231 shares; 2026Q1: 50,703 shares 50,703 $2.5M 0.02% +28,472 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,531 shares; 2025Q2: 4,443 shares; 2025Q3: 4,471 shares; 2025Q4: 14,277 shares; 2026Q1: 17,030 shares 17,030 $2.49M 0.02% +2,753 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,528 shares; 2025Q1: 6,399 shares; 2025Q2: 7,611 shares; 2025Q3: 9,097 shares; 2025Q4: 19,642 shares; 2026Q1: 12,828 shares 12,828 $2.48M 0.02% -6,814 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,643 shares; 2025Q1: 18,324 shares; 2025Q2: 12,325 shares; 2025Q3: 12,058 shares; 2025Q4: 13,063 shares; 2026Q1: 22,255 shares 22,255 $2.48M 0.02% +9,192 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,033 shares; 2025Q1: 38,010 shares; 2025Q2: 48,062 shares; 2025Q3: 60,185 shares; 2025Q4: 61,132 shares; 2026Q1: 25,835 shares 25,835 $2.47M 0.02% -35,297 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,622 shares; 2025Q1: 19,832 shares; 2025Q2: 19,708 shares; 2025Q3: 33,144 shares; 2025Q4: 37,354 shares; 2026Q1: 47,272 shares 47,272 $2.46M 0.02% +9,918 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,242 shares; 2025Q1: 40,963 shares; 2025Q2: 37,267 shares; 2025Q3: 53,049 shares; 2025Q4: 56,357 shares; 2026Q1: 57,542 shares 57,542 $2.45M 0.02% +1,185 Timeline DFSB 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: restricted; 2024Q4: 2,746 shares; 2025Q1: 4,750 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 5,761 shares; 2026Q1: 46,704 shares 46,704 $2.42M 0.02% +40,943 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,721 shares; 2026Q1: 41,618 shares 41,618 $2.41M 0.02% +31,897 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: restricted; 2024Q4: 18,614 shares; 2025Q1: 142,752 shares; 2025Q2: 27,001 shares; 2025Q3: 13,605 shares; 2025Q4: 10,651 shares; 2026Q1: 49,287 shares 49,287 $2.41M 0.02% +38,636 Timeline ILDR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 32,937 shares; 2026Q1: 78,727 shares 78,727 $2.39M 0.02% +45,790 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: restricted; 2024Q4: 10,851 shares; 2025Q1: 15,091 shares; 2025Q2: 33,148 shares; 2025Q3: 32,488 shares; 2025Q4: 38,809 shares; 2026Q1: 51,652 shares 51,652 $2.38M 0.02% +12,843 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 3,556 shares; 2025Q2: 3,644 shares; 2025Q3: 4,412 shares; 2025Q4: 7,106 shares; 2026Q1: 8,846 shares 8,846 $2.38M 0.02% +1,740 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 599 shares; 2025Q2: 827 shares; 2025Q3: 888 shares; 2025Q4: 9,738 shares; 2026Q1: 11,496 shares 11,496 $2.38M 0.02% +1,758 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: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,780 shares; 2025Q2: 1,750 shares; 2025Q3: 2,199 shares; 2025Q4: 4,836 shares; 2026Q1: 5,425 shares 5,425 $2.38M 0.02% +589 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,376 shares; 2025Q1: 20,464 shares; 2025Q2: 21,474 shares; 2025Q3: 23,294 shares; 2025Q4: 39,541 shares; 2026Q1: 50,899 shares 50,899 $2.38M 0.02% +11,358 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,865 shares; 2025Q1: 7,350 shares; 2025Q2: 18,996 shares; 2025Q3: 21,418 shares; 2025Q4: 38,460 shares; 2026Q1: 50,600 shares 50,600 $2.37M 0.02% +12,140 Timeline VHT 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: restricted; 2024Q4: 1,432 shares; 2025Q1: 3,594 shares; 2025Q2: 8,455 shares; 2025Q3: 8,524 shares; 2025Q4: 8,649 shares; 2026Q1: 8,626 shares 8,626 $2.37M 0.02% -23 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 1,616 shares; 2025Q2: 3,863 shares; 2025Q3: 8,880 shares; 2025Q4: 17,604 shares; 2026Q1: 15,243 shares 15,243 $2.36M 0.02% -2,361 Timeline LDUR 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: restricted; 2024Q4: 9,231 shares; 2025Q1: 11,919 shares; 2025Q2: 16,850 shares; 2025Q3: 13,663 shares; 2025Q4: 19,887 shares; 2026Q1: 24,721 shares 24,721 $2.36M 0.02% +4,834 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: restricted; 2024Q4: 295 shares; 2025Q1: 9,323 shares; 2025Q2: 16,944 shares; 2025Q3: 17,872 shares; 2025Q4: 17,392 shares; 2026Q1: 21,153 shares 21,153 $2.34M 0.02% +3,761 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 3,482 shares; 2025Q2: 4,811 shares; 2025Q3: 6,164 shares; 2025Q4: 6,568 shares; 2026Q1: 7,455 shares 7,455 $2.33M 0.02% +887 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,490 shares; 2025Q1: 8,176 shares; 2025Q2: 6,176 shares; 2025Q3: 107,531 shares; 2025Q4: 105,523 shares; 2026Q1: 101,716 shares 101,716 $2.33M 0.02% -3,807 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,200 shares; 2025Q1: 13,510 shares; 2025Q2: 10,888 shares; 2025Q3: 11,956 shares; 2025Q4: 15,028 shares; 2026Q1: 14,761 shares 14,761 $2.32M 0.02% -267 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 2,797 shares; 2026Q1: 63,136 shares 63,136 $2.31M 0.02% +60,339 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: restricted; 2024Q4: 5,724 shares; 2025Q1: 5,806 shares; 2025Q2: 5,441 shares; 2025Q3: 6,588 shares; 2025Q4: 7,922 shares; 2026Q1: 20,955 shares 20,955 $2.3M 0.02% +13,033 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,529 shares; 2025Q1: 59,031 shares; 2025Q2: 34,945 shares; 2025Q3: 36,891 shares; 2025Q4: 42,251 shares; 2026Q1: 46,643 shares 46,643 $2.3M 0.02% +4,392 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 8,498 shares; 2025Q2: 20,058 shares; 2025Q3: 20,956 shares; 2025Q4: 22,585 shares; 2026Q1: 21,557 shares 21,557 $2.3M 0.02% -1,028 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,625 shares; 2025Q1: 6,890 shares; 2025Q2: 5,483 shares; 2025Q3: 25,354 shares; 2025Q4: 38,477 shares; 2026Q1: 32,809 shares 32,809 $2.3M 0.02% -5,668 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,248 shares; 2025Q1: 5,224 shares; 2025Q2: 4,836 shares; 2025Q3: 6,687 shares; 2025Q4: 9,389 shares; 2026Q1: 14,550 shares 14,550 $2.3M 0.02% +5,161 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,704 shares; 2025Q1: 15,027 shares; 2025Q2: 13,405 shares; 2025Q3: 16,013 shares; 2025Q4: 35,725 shares; 2026Q1: 50,197 shares 50,197 $2.3M 0.02% +14,472 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 5,471 shares; 2025Q2: 6,771 shares; 2025Q3: 9,724 shares; 2025Q4: 22,269 shares; 2026Q1: 20,231 shares 20,231 $2.3M 0.02% -2,038 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,157 shares; 2025Q2: 5,305 shares; 2025Q3: 5,393 shares; 2025Q4: 9,074 shares; 2026Q1: 13,498 shares 13,498 $2.3M 0.02% +4,424 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 620 shares; 2025Q2: 2,329 shares; 2025Q3: 6,372 shares; 2025Q4: 12,957 shares; 2026Q1: 16,845 shares 16,845 $2.29M 0.02% +3,888 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 15,862 shares; 2025Q2: 14,947 shares; 2025Q3: 15,002 shares; 2025Q4: 15,090 shares; 2026Q1: 14,680 shares 14,680 $2.29M 0.02% -410 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,995 shares; 2025Q1: 27,490 shares; 2025Q2: 24,311 shares; 2025Q3: 19,281 shares; 2025Q4: 16,387 shares; 2026Q1: 13,588 shares 13,588 $2.29M 0.02% -2,799 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 151,851 shares; 2025Q2: 445,690 shares; 2025Q3: 91,317 shares; 2025Q4: 91,137 shares; 2026Q1: 75,724 shares 75,724 $2.28M 0.02% -15,413 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,230 shares; 2025Q1: 14,429 shares; 2025Q2: 24,468 shares; 2025Q3: 26,634 shares; 2025Q4: 41,571 shares; 2026Q1: 32,179 shares 32,179 $2.27M 0.02% -9,392 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: restricted; 2024Q4: 9,154 shares; 2025Q1: 23,678 shares; 2025Q2: 23,502 shares; 2025Q3: 26,950 shares; 2025Q4: 31,336 shares; 2026Q1: 31,713 shares 31,713 $2.27M 0.02% +377 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,424 shares; 2025Q1: 80,441 shares; 2025Q2: 76,408 shares; 2025Q3: 82,271 shares; 2025Q4: 88,142 shares; 2026Q1: 109,647 shares 109,647 $2.26M 0.02% +21,505 Timeline JSI 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: restricted; 2024Q4: 12,088 shares; 2025Q1: 12,027 shares; 2025Q2: 2,280 shares; 2025Q3: 2,311 shares; 2025Q4: 65,579 shares; 2026Q1: 43,781 shares 43,781 $2.26M 0.02% -21,798 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: restricted; 2024Q4: 16,020 shares; 2025Q1: 14,850 shares; 2025Q2: 48,598 shares; 2025Q3: 49,098 shares; 2025Q4: 47,923 shares; 2026Q1: 42,140 shares 42,140 $2.25M 0.02% -5,783 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,111 shares; 2025Q1: 67,875 shares; 2025Q2: 87,551 shares; 2025Q3: 87,158 shares; 2025Q4: 196,516 shares; 2026Q1: 192,760 shares 192,760 $2.25M 0.02% -3,756 Timeline KCE 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: restricted; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 24,675 shares; 2026Q1: 16,411 shares 16,411 $2.25M 0.02% -8,264 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,548 shares; 2025Q1: 5,209 shares; 2025Q2: 7,137 shares; 2025Q3: 8,468 shares; 2025Q4: 10,143 shares; 2026Q1: 11,284 shares 11,284 $2.24M 0.02% +1,141 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 5,615 shares; 2025Q2: 5,872 shares; 2025Q3: 5,296 shares; 2025Q4: 8,644 shares; 2026Q1: 10,978 shares 10,978 $2.24M 0.02% +2,334 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 717 shares; 2025Q2: 2,582 shares; 2025Q3: 5,624 shares; 2025Q4: 12,469 shares; 2026Q1: 26,403 shares 26,403 $2.24M 0.02% +13,934 Timeline RSPC 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: restricted; 2024Q4: 1 shares; 2025Q1: 68,303 shares; 2025Q2: 64,859 shares; 2025Q3: 60,152 shares; 2025Q4: 60,853 shares; 2026Q1: 59,670 shares 59,670 $2.23M 0.02% -1,183 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,196 shares; 2025Q1: 65,433 shares; 2025Q2: 64,968 shares; 2025Q3: 62,917 shares; 2025Q4: 64,064 shares; 2026Q1: 61,024 shares 61,024 $2.23M 0.02% -3,040 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,258 shares; 2025Q1: 3,233 shares; 2025Q2: 6,339 shares; 2025Q3: 7,365 shares; 2025Q4: 11,700 shares; 2026Q1: 13,056 shares 13,056 $2.23M 0.02% +1,356 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,716 shares; 2025Q1: 4,801 shares; 2025Q2: 9,679 shares; 2025Q3: 9,912 shares; 2025Q4: 12,383 shares; 2026Q1: 14,546 shares 14,546 $2.23M 0.02% +2,163 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: restricted; 2024Q4: 42 shares; 2025Q1: 679 shares; 2025Q2: 2,498 shares; 2025Q3: 4,888 shares; 2025Q4: 7,155 shares; 2026Q1: 7,697 shares 7,697 $2.22M 0.02% +542 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 15,654 shares; 2025Q2: 25,038 shares; 2025Q3: 61,466 shares; 2025Q4: 65,964 shares; 2026Q1: 65,115 shares 65,115 $2.22M 0.02% -849 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 976 shares; 2025Q1: 9,763 shares; 2025Q2: 5,259 shares; 2025Q3: 4,334 shares; 2025Q4: 4,652 shares; 2026Q1: 5,359 shares 5,359 $2.21M 0.02% +707 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,141 shares; 2025Q2: 1,399 shares; 2025Q3: 2,196 shares; 2025Q4: 4,269 shares; 2026Q1: 4,660 shares 4,660 $2.21M 0.02% +391 Timeline PSTP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,870 shares 63,870 $2.21M 0.02% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 2,817 shares; 2025Q2: 3,135 shares; 2025Q3: 52,494 shares; 2025Q4: 44,970 shares; 2026Q1: 46,991 shares 46,991 $2.21M 0.02% +2,021 Timeline PWB 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,295 shares; 2025Q3: 8,347 shares; 2025Q4: 10,991 shares; 2026Q1: 17,204 shares 17,204 $2.2M 0.02% +6,213 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 1,102 shares; 2025Q2: 856 shares; 2025Q3: 2,376 shares; 2025Q4: 3,139 shares; 2026Q1: 5,236 shares 5,236 $2.17M 0.02% +2,097 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,813 shares; 2025Q1: 3,505 shares; 2025Q2: 4,646 shares; 2025Q3: 5,091 shares; 2025Q4: 7,389 shares; 2026Q1: 8,060 shares 8,060 $2.15M 0.02% +671 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,275 shares; 2026Q1: 53,190 shares 53,190 $2.15M 0.02% -12,085 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,464 shares; 2025Q1: 9,434 shares; 2025Q2: 9,820 shares; 2025Q3: 10,373 shares; 2025Q4: 17,268 shares; 2026Q1: 18,204 shares 18,204 $2.14M 0.02% +936 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,912 shares 72,912 $2.14M 0.02% new Timeline LCTU 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: restricted; 2024Q4: 13,410 shares; 2025Q1: 21,698 shares; 2025Q2: 21,737 shares; 2025Q3: 25,727 shares; 2025Q4: 26,762 shares; 2026Q1: 30,216 shares 30,216 $2.14M 0.02% +3,454 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: restricted; 2024Q4: 852 shares; 2025Q1: 19,784 shares; 2025Q2: 19,434 shares; 2025Q3: 20,224 shares; 2025Q4: 20,951 shares; 2026Q1: 26,152 shares 26,152 $2.13M 0.02% +5,201 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,871 shares; 2025Q2: 2,906 shares; 2025Q3: 3,393 shares; 2025Q4: 4,421 shares; 2026Q1: 4,752 shares 4,752 $2.13M 0.02% +331 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: restricted; 2024Q4: 340 shares; 2025Q1: 297 shares; 2025Q2: 398 shares; 2025Q3: 1,083 shares; 2025Q4: 10,820 shares; 2026Q1: 12,310 shares 12,310 $2.12M 0.02% +1,490 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 3,981 shares; 2025Q2: 3,237 shares; 2025Q3: 5,789 shares; 2025Q4: 7,779 shares; 2026Q1: 7,541 shares 7,541 $2.11M 0.02% -238 Timeline DLN 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: restricted; 2024Q4: not reported; 2025Q1: 4,961 shares; 2025Q2: 4,922 shares; 2025Q3: 18,038 shares; 2025Q4: 18,784 shares; 2026Q1: 23,615 shares 23,615 $2.11M 0.02% +4,831 Timeline HLAL 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: restricted; 2024Q4: 40,077 shares; 2025Q1: 39,155 shares; 2025Q2: 35,090 shares; 2025Q3: 35,695 shares; 2025Q4: 35,722 shares; 2026Q1: 35,234 shares 35,234 $2.11M 0.02% -488 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 11,417 shares; 2025Q2: 17,603 shares; 2025Q3: 20,315 shares; 2025Q4: 24,840 shares; 2026Q1: 26,469 shares 26,469 $2.11M 0.02% +1,629 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: restricted; 2024Q4: 17,004 shares; 2025Q1: 18,261 shares; 2025Q2: 16,539 shares; 2025Q3: 20,321 shares; 2025Q4: 30,047 shares; 2026Q1: 25,959 shares 25,959 $2.11M 0.02% -4,088 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,648 shares; 2025Q1: 8,808 shares; 2025Q2: 9,109 shares; 2025Q3: 8,896 shares; 2025Q4: 9,081 shares; 2026Q1: 10,371 shares 10,371 $2.1M 0.02% +1,290 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,465 shares; 2025Q2: 3,582 shares; 2025Q3: 4,267 shares; 2025Q4: 4,658 shares; 2026Q1: 7,259 shares 7,259 $2.1M 0.02% +2,601 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: restricted; 2024Q4: 5,831 shares; 2025Q1: 15,970 shares; 2025Q2: 35,805 shares; 2025Q3: 117,096 shares; 2025Q4: 137,594 shares; 2026Q1: 140,285 shares 140,285 $2.1M 0.02% +2,691 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,428 shares; 2025Q3: 55,816 shares; 2025Q4: 63,317 shares; 2026Q1: 40,906 shares 40,906 $2.09M 0.02% -22,411 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,119 shares; 2025Q1: 8,786 shares; 2025Q2: 8,896 shares; 2025Q3: 11,143 shares; 2025Q4: 16,458 shares; 2026Q1: 18,331 shares 18,331 $2.09M 0.02% +1,873 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,719 shares; 2025Q1: 10,849 shares; 2025Q2: 10,313 shares; 2025Q3: 9,069 shares; 2025Q4: 15,806 shares; 2026Q1: 20,302 shares 20,302 $2.09M 0.02% +4,496 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,252 shares; 2025Q1: 11,179 shares; 2025Q2: 7,592 shares; 2025Q3: 8,288 shares; 2025Q4: 13,644 shares; 2026Q1: 14,388 shares 14,388 $2.08M 0.02% +744 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 2,223 shares; 2025Q2: 2,124 shares; 2025Q3: 2,286 shares; 2025Q4: 4,772 shares; 2026Q1: 5,792 shares 5,792 $2.08M 0.02% +1,020 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,376 shares; 2025Q2: 3,058 shares; 2025Q3: 3,301 shares; 2025Q4: 10,470 shares; 2026Q1: 12,045 shares 12,045 $2.08M 0.02% +1,575 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: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,175 shares; 2025Q2: 4,512 shares; 2025Q3: 2,679 shares; 2025Q4: 6,242 shares; 2026Q1: 6,547 shares 6,547 $2.08M 0.02% +305 Timeline IDMO 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: restricted; 2024Q4: 4 shares; 2025Q1: 0 shares; 2025Q2: 2,472 shares; 2025Q3: 49,490 shares; 2025Q4: 46,877 shares; 2026Q1: 36,845 shares 36,845 $2.08M 0.02% -10,032 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,410 shares; 2025Q1: 35,657 shares; 2025Q2: 20,176 shares; 2025Q3: 25,368 shares; 2025Q4: 37,359 shares; 2026Q1: 22,085 shares 22,085 $2.07M 0.02% -15,274 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,065 shares; 2025Q1: 37,930 shares; 2025Q2: 29,769 shares; 2025Q3: 17,439 shares; 2025Q4: 16,389 shares; 2026Q1: 37,233 shares 37,233 $2.05M 0.02% +20,844 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,158 shares; 2025Q3: 4,667 shares; 2025Q4: 69,144 shares; 2026Q1: 68,651 shares 68,651 $2.05M 0.02% -493 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,098 shares; 2025Q1: 8,094 shares; 2025Q2: 9,353 shares; 2025Q3: 22,175 shares; 2025Q4: 24,279 shares; 2026Q1: 23,983 shares 23,983 $2.05M 0.02% -296 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,811 shares; 2025Q1: 6,811 shares; 2025Q2: 18,008 shares; 2025Q3: 62,136 shares; 2025Q4: 165,523 shares; 2026Q1: 104,345 shares 104,345 $2.04M 0.02% -61,178 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,730 shares; 2025Q1: 3,596 shares; 2025Q2: 4,664 shares; 2025Q3: 6,577 shares; 2025Q4: 6,020 shares; 2026Q1: 7,212 shares 7,212 $2.03M 0.02% +1,192 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,899 shares; 2025Q1: 6,067 shares; 2025Q2: 8,382 shares; 2025Q3: 11,436 shares; 2025Q4: 30,789 shares; 2026Q1: 32,041 shares 32,041 $2.02M 0.02% +1,252 Timeline SCIO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,826 shares; 2025Q4: 50,130 shares; 2026Q1: 97,931 shares 97,931 $2.02M 0.02% +47,801 Timeline CTA 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: restricted; 2024Q4: 5,013 shares; 2025Q1: 38,238 shares; 2025Q2: 33,369 shares; 2025Q3: 37,541 shares; 2025Q4: 57,457 shares; 2026Q1: 68,491 shares 68,491 $2.02M 0.02% +11,034 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,432 shares 56,432 $2.01M 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,533 shares; 2025Q2: 6,889 shares; 2025Q3: 9,036 shares; 2025Q4: 13,959 shares; 2026Q1: 15,060 shares 15,060 $2.01M 0.02% +1,101 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 17,364 shares; 2025Q2: 1,531 shares; 2025Q3: 1,327 shares; 2025Q4: 13,748 shares; 2026Q1: 15,067 shares 15,067 $2.01M 0.02% +1,319 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 155,719 shares; 2025Q4: 118,778 shares; 2026Q1: 56,142 shares 56,142 $2M 0.02% -62,636 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,372 shares; 2025Q1: 12,141 shares; 2025Q2: 12,759 shares; 2025Q3: 12,657 shares; 2025Q4: 16,837 shares; 2026Q1: 20,423 shares 20,423 $2M 0.02% +3,586 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 4,468 shares; 2025Q4: 11,771 shares; 2026Q1: 43,746 shares 43,746 $2M 0.02% +31,975 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,460 shares; 2025Q1: 10,846 shares; 2025Q2: 13,196 shares; 2025Q3: 16,993 shares; 2025Q4: 16,915 shares; 2026Q1: 25,016 shares 25,016 $2M 0.02% +8,101 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 859 shares; 2025Q2: 1,345 shares; 2025Q3: 2,574 shares; 2025Q4: 2,702 shares; 2026Q1: 2,726 shares 2,726 $1.99M 0.02% +24 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 12,640 shares; 2025Q2: 12,726 shares; 2025Q3: 14,136 shares; 2025Q4: 15,050 shares; 2026Q1: 16,314 shares 16,314 $1.99M 0.02% +1,264 Timeline SCHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 51,362 shares; 2025Q4: 61,167 shares; 2026Q1: 62,429 shares 62,429 $1.98M 0.02% +1,262 Timeline SCHH 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: restricted; 2024Q4: 210,945 shares; 2025Q1: 61,028 shares; 2025Q2: 33,503 shares; 2025Q3: 33,203 shares; 2025Q4: 40,173 shares; 2026Q1: 91,529 shares 91,529 $1.98M 0.02% +51,356 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,293 shares; 2025Q2: 12,243 shares; 2025Q3: 8,103 shares; 2025Q4: 35,096 shares; 2026Q1: 34,520 shares 34,520 $1.96M 0.02% -576 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 7,946 shares; 2025Q2: 10,460 shares; 2025Q3: 12,157 shares; 2025Q4: 14,341 shares; 2026Q1: 14,531 shares 14,531 $1.96M 0.02% +190 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 9,563 shares; 2025Q2: 10,503 shares; 2025Q3: 26,782 shares; 2025Q4: 32,456 shares; 2026Q1: 37,319 shares 37,319 $1.96M 0.02% +4,863 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,083 shares; 2025Q1: 45,507 shares; 2025Q2: 76,601 shares; 2025Q3: 80,938 shares; 2025Q4: 136,978 shares; 2026Q1: 102,800 shares 102,800 $1.96M 0.02% -34,178 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,842 shares; 2025Q1: 35,342 shares; 2025Q2: 33,960 shares; 2025Q3: 33,217 shares; 2025Q4: 41,005 shares; 2026Q1: 43,047 shares 43,047 $1.95M 0.02% +2,042 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,330 shares; 2025Q1: 7,031 shares; 2025Q2: 7,927 shares; 2025Q3: 8,690 shares; 2025Q4: 11,249 shares; 2026Q1: 11,318 shares 11,318 $1.95M 0.02% +69 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: restricted; 2024Q4: 7,522 shares; 2025Q1: 12,920 shares; 2025Q2: 11,804 shares; 2025Q3: 12,327 shares; 2025Q4: 16,243 shares; 2026Q1: 19,933 shares 19,933 $1.94M 0.02% +3,690 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: restricted; 2024Q4: 5,419 shares; 2025Q1: 5,419 shares; 2025Q2: 6,224 shares; 2025Q3: 6,697 shares; 2025Q4: 26,905 shares; 2026Q1: 26,715 shares 26,715 $1.94M 0.02% -190 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 18,007 shares; 2025Q4: 16,525 shares; 2026Q1: 38,061 shares 38,061 $1.94M 0.02% +21,536 Timeline DLAG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,000 shares; 2026Q1: 62,310 shares 62,310 $1.93M 0.02% +20,310 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 24,430 shares; 2025Q4: 49,180 shares; 2026Q1: 38,398 shares 38,398 $1.92M 0.02% -10,782 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,456 shares; 2025Q1: 23,547 shares; 2025Q2: 22,135 shares; 2025Q3: 22,381 shares; 2025Q4: 25,250 shares; 2026Q1: 47,072 shares 47,072 $1.92M 0.02% +21,822 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 1,556 shares; 2025Q2: 2,084 shares; 2025Q3: 16,370 shares; 2025Q4: 19,330 shares; 2026Q1: 8,546 shares 8,546 $1.91M 0.02% -10,784 Timeline DFSU 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: restricted; 2024Q4: 39,393 shares; 2025Q1: 32,885 shares; 2025Q2: 29,426 shares; 2025Q3: 30,186 shares; 2025Q4: 36,015 shares; 2026Q1: 45,976 shares 45,976 $1.9M 0.02% +9,961 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: restricted; 2024Q4: 995 shares; 2025Q1: 1,344 shares; 2025Q2: 1,739 shares; 2025Q3: 2,145 shares; 2025Q4: 3,487 shares; 2026Q1: 4,375 shares 4,375 $1.9M 0.02% +888 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,913 shares; 2025Q2: 2,088 shares; 2025Q3: 3,071 shares; 2025Q4: 6,550 shares; 2026Q1: 17,269 shares 17,269 $1.9M 0.02% +10,719 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: restricted; 2024Q4: 359 shares; 2025Q1: 836 shares; 2025Q2: 770 shares; 2025Q3: 724 shares; 2025Q4: 32,451 shares; 2026Q1: 31,168 shares 31,168 $1.89M 0.02% -1,283 Timeline ALLW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,470 shares; 2025Q4: 16,758 shares; 2026Q1: 65,051 shares 65,051 $1.88M 0.02% +48,293 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: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 77,883 shares; 2026Q1: 78,602 shares 78,602 $1.88M 0.02% +719 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: restricted; 2024Q4: 53 shares; 2025Q1: 1,067 shares; 2025Q2: 576 shares; 2025Q3: 695 shares; 2025Q4: 1,205 shares; 2026Q1: 2,463 shares 2,463 $1.88M 0.02% +1,258 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: restricted; 2024Q4: 7,157 shares; 2025Q1: 14,564 shares; 2025Q2: 37,356 shares; 2025Q3: 32,661 shares; 2025Q4: 34,333 shares; 2026Q1: 40,360 shares 40,360 $1.88M 0.02% +6,027 Timeline PKW 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: restricted; 2024Q4: 539 shares; 2025Q1: 6,540 shares; 2025Q2: 7,162 shares; 2025Q3: 7,552 shares; 2025Q4: 7,750 shares; 2026Q1: 14,245 shares 14,245 $1.88M 0.02% +6,495 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: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,137 shares; 2025Q2: 1,252 shares; 2025Q3: 1,907 shares; 2025Q4: 7,838 shares; 2026Q1: 7,881 shares 7,881 $1.87M 0.02% +43 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,387 shares; 2025Q1: 41,172 shares; 2025Q2: 50,923 shares; 2025Q3: 56,319 shares; 2025Q4: 78,953 shares; 2026Q1: 88,469 shares 88,469 $1.87M 0.02% +9,516 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,427 shares; 2025Q1: 4,149 shares; 2025Q2: 4,111 shares; 2025Q3: 6,909 shares; 2025Q4: 10,375 shares; 2026Q1: 13,264 shares 13,264 $1.86M 0.02% +2,889 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: 6,878 shares; 2025Q2: 9,215 shares; 2025Q3: 9,311 shares; 2025Q4: 8,458 shares; 2026Q1: 15,368 shares 15,368 $1.86M 0.02% +6,910 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,349 shares; 2025Q4: 41,324 shares; 2026Q1: 76,161 shares 76,161 $1.86M 0.02% +34,837 Timeline BFRZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 2,392 shares; 2026Q1: 70,318 shares 70,318 $1.85M 0.02% +67,926 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,034 shares; 2025Q1: 2,391 shares; 2025Q2: 2,746 shares; 2025Q3: 3,989 shares; 2025Q4: 4,086 shares; 2026Q1: 3,927 shares 3,927 $1.85M 0.02% -159 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 767 shares; 2025Q2: 772 shares; 2025Q3: 1,063 shares; 2025Q4: 1,679 shares; 2026Q1: 1,849 shares 1,849 $1.84M 0.02% +170 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,055 shares; 2025Q1: 6,085 shares; 2025Q2: 6,923 shares; 2025Q3: 11,976 shares; 2025Q4: 29,529 shares; 2026Q1: 32,829 shares 32,829 $1.84M 0.02% +3,300 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: restricted; 2024Q4: 14,302 shares; 2025Q1: 20,391 shares; 2025Q2: 11,921 shares; 2025Q3: 12,406 shares; 2025Q4: 12,884 shares; 2026Q1: 28,912 shares 28,912 $1.84M 0.02% +16,028 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,748 shares; 2025Q1: 16,509 shares; 2025Q2: 15,159 shares; 2025Q3: 16,715 shares; 2025Q4: 21,557 shares; 2026Q1: 24,447 shares 24,447 $1.83M 0.02% +2,890 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: restricted; 2024Q4: 5,257 shares; 2025Q1: 11,140 shares; 2025Q2: 9,045 shares; 2025Q3: 12,497 shares; 2025Q4: 19,189 shares; 2026Q1: 23,003 shares 23,003 $1.83M 0.02% +3,814 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,807 shares 76,807 $1.83M 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,945 shares; 2025Q1: 72,273 shares; 2025Q2: 77,735 shares; 2025Q3: 72,246 shares; 2025Q4: 80,902 shares; 2026Q1: 83,447 shares 83,447 $1.82M 0.02% +2,545 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,501 shares; 2025Q1: 59,561 shares; 2025Q2: 54,577 shares; 2025Q3: 50,995 shares; 2025Q4: 44,248 shares; 2026Q1: 42,571 shares 42,571 $1.82M 0.02% -1,677 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 1,426 shares; 2025Q2: 1,729 shares; 2025Q3: 4,328 shares; 2025Q4: 29,945 shares; 2026Q1: 36,042 shares 36,042 $1.82M 0.02% +6,097 Timeline DFNM 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 18,030 shares; 2025Q4: 26,863 shares; 2026Q1: 37,710 shares 37,710 $1.81M 0.02% +10,847 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,912 shares; 2025Q1: 7,420 shares; 2025Q2: 7,419 shares; 2025Q3: 9,587 shares; 2025Q4: 21,274 shares; 2026Q1: 24,068 shares 24,068 $1.81M 0.02% +2,794 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,633 shares; 2025Q1: 39,288 shares; 2025Q2: 36,455 shares; 2025Q3: 35,574 shares; 2025Q4: 36,622 shares; 2026Q1: 47,097 shares 47,097 $1.81M 0.02% +10,475 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 3,684 shares; 2025Q2: 3,645 shares; 2025Q3: 8,993 shares; 2025Q4: 10,956 shares; 2026Q1: 9,996 shares 9,996 $1.8M 0.02% -960 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,072 shares; 2025Q1: 369,966 shares; 2025Q2: 481,277 shares; 2025Q3: 92,578 shares; 2025Q4: 65,977 shares; 2026Q1: 52,662 shares 52,662 $1.8M 0.02% -13,315 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 3,245 shares; 2025Q2: 11,653 shares; 2025Q3: 11,479 shares; 2025Q4: 13,528 shares; 2026Q1: 17,698 shares 17,698 $1.8M 0.02% +4,170 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,265 shares 70,265 $1.8M 0.02% new 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: restricted; 2024Q4: 2,752 shares; 2025Q1: 4,409 shares; 2025Q2: 3,479 shares; 2025Q3: 6,077 shares; 2025Q4: 18,666 shares; 2026Q1: 24,308 shares 24,308 $1.79M 0.02% +5,642 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,263 shares; 2025Q1: 15,765 shares; 2025Q2: 52,979 shares; 2025Q3: 69,284 shares; 2025Q4: 109,725 shares; 2026Q1: 100,572 shares 100,572 $1.78M 0.02% -9,153 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,904 shares; 2025Q1: 124,634 shares; 2025Q2: 137,190 shares; 2025Q3: 107,227 shares; 2025Q4: 105,495 shares; 2026Q1: 146,491 shares 146,491 $1.78M 0.02% +40,996 Timeline BSCR 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: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 10,176 shares; 2025Q3: 54,686 shares; 2025Q4: 157,235 shares; 2026Q1: 90,189 shares 90,189 $1.77M 0.02% -67,046 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 9,952 shares; 2025Q4: 18,329 shares; 2026Q1: 19,061 shares 19,061 $1.77M 0.02% +732 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,144 shares; 2025Q2: 4,037 shares; 2025Q3: 3,934 shares; 2025Q4: 3,643 shares; 2026Q1: 5,395 shares 5,395 $1.77M 0.02% +1,752 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,605 shares; 2025Q1: 6,317 shares; 2025Q2: 7,108 shares; 2025Q3: 6,439 shares; 2025Q4: 14,817 shares; 2026Q1: 19,719 shares 19,719 $1.77M 0.02% +4,902 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 8,088 shares; 2025Q4: 6,275 shares; 2026Q1: 92,010 shares 92,010 $1.76M 0.02% +85,735 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: restricted; 2024Q4: 2,946 shares; 2025Q1: 13,258 shares; 2025Q2: 14,171 shares; 2025Q3: 13,551 shares; 2025Q4: 35,715 shares; 2026Q1: 37,218 shares 37,218 $1.76M 0.02% +1,503 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,318 shares; 2025Q1: 10,372 shares; 2025Q2: 9,436 shares; 2025Q3: 16,783 shares; 2025Q4: 16,361 shares; 2026Q1: 16,333 shares 16,333 $1.76M 0.02% -28 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,534 shares; 2026Q1: 45,539 shares 45,539 $1.76M 0.02% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,668 shares; 2025Q1: 7,925 shares; 2025Q2: 6,861 shares; 2025Q3: 10,816 shares; 2025Q4: 13,557 shares; 2026Q1: 15,088 shares 15,088 $1.75M 0.02% +1,531 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,600 shares; 2025Q1: 18,932 shares; 2025Q2: 19,973 shares; 2025Q3: 16,745 shares; 2025Q4: 23,674 shares; 2026Q1: 34,557 shares 34,557 $1.74M 0.02% +10,883 Timeline ISTB 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: restricted; 2024Q4: 389 shares; 2025Q1: 1,258 shares; 2025Q2: 6,359 shares; 2025Q3: 6,629 shares; 2025Q4: 37,222 shares; 2026Q1: 35,951 shares 35,951 $1.74M 0.02% -1,271 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 3,325 shares; 2025Q2: 3,532 shares; 2025Q3: 4,582 shares; 2025Q4: 5,877 shares; 2026Q1: 9,226 shares 9,226 $1.74M 0.02% +3,349 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 2,959 shares; 2025Q2: 6,646 shares; 2025Q3: 6,647 shares; 2025Q4: 6,647 shares; 2026Q1: 28,569 shares 28,569 $1.73M 0.02% +21,922 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: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,780 shares; 2025Q2: 4,417 shares; 2025Q3: 11,764 shares; 2025Q4: 19,656 shares; 2026Q1: 20,142 shares 20,142 $1.72M 0.02% +486 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,454 shares; 2025Q3: 44,346 shares; 2025Q4: 37,788 shares; 2026Q1: 30,096 shares 30,096 $1.71M 0.02% -7,692 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: restricted; 2024Q4: 1,849 shares; 2025Q1: 2,379 shares; 2025Q2: 2,447 shares; 2025Q3: 2,229 shares; 2025Q4: 2,724 shares; 2026Q1: 2,240 shares 2,240 $1.7M 0.02% -484 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,762 shares 14,762 $1.7M 0.02% new Timeline SNTH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,258 shares; 2026Q1: 64,061 shares 64,061 $1.69M 0.02% +23,803 Timeline JSCP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 33,985 shares; 2026Q1: 35,849 shares 35,849 $1.69M 0.02% +1,864 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,041 shares; 2025Q2: 1,746 shares; 2025Q3: 2,880 shares; 2025Q4: 3,829 shares; 2026Q1: 3,998 shares 3,998 $1.68M 0.02% +169 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 14,667 shares; 2025Q4: 28,306 shares; 2026Q1: 25,636 shares 25,636 $1.68M 0.02% -2,670 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,687 shares; 2025Q1: 6,309 shares; 2025Q2: 3,951 shares; 2025Q3: 5,721 shares; 2025Q4: 13,807 shares; 2026Q1: 20,609 shares 20,609 $1.68M 0.02% +6,802 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: restricted; 2024Q4: 2,239 shares; 2025Q1: 2,229 shares; 2025Q2: 1,482 shares; 2025Q3: 2,383 shares; 2025Q4: 3,134 shares; 2026Q1: 6,773 shares 6,773 $1.68M 0.02% +3,639 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,452 shares 44,452 $1.67M 0.02% new Timeline PSQ 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: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 6 shares; 2026Q1: 52,341 shares 52,341 $1.66M 0.02% +52,335 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 759 shares; 2025Q2: 1,423 shares; 2025Q3: 3,337 shares; 2025Q4: 4,749 shares; 2026Q1: 6,028 shares 6,028 $1.66M 0.02% +1,279 Timeline IGEB 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: restricted; 2024Q4: 23,928 shares; 2025Q1: 37,040 shares; 2025Q2: 29,703 shares; 2025Q3: 31,327 shares; 2025Q4: 42,421 shares; 2026Q1: 36,731 shares 36,731 $1.65M 0.02% -5,690 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 5,191 shares; 2025Q2: 4,767 shares; 2025Q3: 8,461 shares; 2025Q4: 14,680 shares; 2026Q1: 16,838 shares 16,838 $1.64M 0.02% +2,158 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 714 shares; 2025Q2: 615 shares; 2025Q3: 1,002 shares; 2025Q4: 1,552 shares; 2026Q1: 2,225 shares 2,225 $1.64M 0.02% +673 Timeline FTWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,547 shares 35,547 $1.64M 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,108 shares; 2025Q2: 1,806 shares; 2025Q3: 2,006 shares; 2025Q4: 6,070 shares; 2026Q1: 7,821 shares 7,821 $1.64M 0.02% +1,751 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,741 shares; 2025Q1: 1,899 shares; 2025Q2: 1,879 shares; 2025Q3: 4,339 shares; 2025Q4: 3,434 shares; 2026Q1: 4,127 shares 4,127 $1.64M 0.02% +693 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 10,093 shares; 2025Q2: 14,552 shares; 2025Q3: 15,966 shares; 2025Q4: 15,677 shares; 2026Q1: 27,452 shares 27,452 $1.63M 0.02% +11,775 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 36,255 shares; 2025Q3: 36,255 shares; 2025Q4: 48,762 shares; 2026Q1: 48,762 shares 48,762 $1.63M 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,445 shares; 2025Q2: 1,561 shares; 2025Q3: 2,024 shares; 2025Q4: 16,204 shares; 2026Q1: 16,031 shares 16,031 $1.63M 0.02% -173 Timeline FDN 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: restricted; 2024Q4: 135 shares; 2025Q1: 250 shares; 2025Q2: 1,401 shares; 2025Q3: 3,366 shares; 2025Q4: 3,336 shares; 2026Q1: 6,886 shares 6,886 $1.62M 0.02% +3,550 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,047 shares; 2025Q1: 15,926 shares; 2025Q2: 19,558 shares; 2025Q3: 22,870 shares; 2025Q4: 24,536 shares; 2026Q1: 28,408 shares 28,408 $1.62M 0.02% +3,872 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,197 shares; 2025Q1: 15,330 shares; 2025Q2: 24,696 shares; 2025Q3: 26,878 shares; 2025Q4: 30,639 shares; 2026Q1: 22,650 shares 22,650 $1.61M 0.02% -7,989 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: restricted; 2024Q4: 3,146 shares; 2025Q1: 3,371 shares; 2025Q2: 3,389 shares; 2025Q3: 6,463 shares; 2025Q4: 7,564 shares; 2026Q1: 7,292 shares 7,292 $1.61M 0.02% -272 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,672 shares; 2025Q2: 2,047 shares; 2025Q3: 3,049 shares; 2025Q4: 4,028 shares; 2026Q1: 4,550 shares 4,550 $1.61M 0.02% +522 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: restricted; 2024Q4: 15,487 shares; 2025Q1: 8,361 shares; 2025Q2: 20,308 shares; 2025Q3: 19,711 shares; 2025Q4: 26,073 shares; 2026Q1: 37,993 shares 37,993 $1.6M 0.02% +11,920 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,899 shares; 2025Q1: 10,700 shares; 2025Q2: 10,963 shares; 2025Q3: 9,692 shares; 2025Q4: 36,410 shares; 2026Q1: 39,317 shares 39,317 $1.6M 0.02% +2,907 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,238 shares; 2025Q1: 4,023 shares; 2025Q2: 5,235 shares; 2025Q3: 6,283 shares; 2025Q4: 10,260 shares; 2026Q1: 16,873 shares 16,873 $1.6M 0.02% +6,613 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,465 shares; 2025Q3: 3,838 shares; 2025Q4: 34,422 shares; 2026Q1: 33,405 shares 33,405 $1.6M 0.02% -1,017 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: 270,145 shares; 2025Q4: 189,644 shares; 2026Q1: 180,913 shares 180,913 $1.59M 0.02% -8,731 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,424 shares; 2025Q1: 37,797 shares; 2025Q2: 38,687 shares; 2025Q3: 51,115 shares; 2025Q4: 53,032 shares; 2026Q1: 68,941 shares 68,941 $1.59M 0.02% +15,909 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,324 shares; 2025Q3: 33,681 shares; 2025Q4: 39,659 shares; 2026Q1: 37,622 shares 37,622 $1.59M 0.02% -2,037 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,459 shares; 2025Q1: 19,066 shares; 2025Q2: 18,684 shares; 2025Q3: 20,054 shares; 2025Q4: 25,899 shares; 2026Q1: 31,587 shares 31,587 $1.58M 0.01% +5,688 Timeline SDVY 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: restricted; 2024Q4: 67,744 shares; 2025Q1: 28,636 shares; 2025Q2: 28,969 shares; 2025Q3: 41,064 shares; 2025Q4: 43,355 shares; 2026Q1: 39,753 shares 39,753 $1.58M 0.01% -3,602 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,858 shares; 2026Q1: 20,386 shares 20,386 $1.58M 0.01% +2,528 Timeline DFAR 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: restricted; 2024Q4: 4,705 shares; 2025Q1: 4,645 shares; 2025Q2: 5,707 shares; 2025Q3: 6,022 shares; 2025Q4: 24,244 shares; 2026Q1: 66,302 shares 66,302 $1.57M 0.01% +42,058 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,544 shares; 2025Q1: 6,890 shares; 2025Q2: 14,462 shares; 2025Q3: 13,800 shares; 2025Q4: 17,976 shares; 2026Q1: 33,610 shares 33,610 $1.56M 0.01% +15,634 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: restricted; 2024Q4: 8,687 shares; 2025Q1: 22,931 shares; 2025Q2: 17,230 shares; 2025Q3: 14,356 shares; 2025Q4: 14,683 shares; 2026Q1: 16,187 shares 16,187 $1.56M 0.01% +1,504 Timeline FREL 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: restricted; 2024Q4: 34,007 shares; 2025Q1: 40,250 shares; 2025Q2: 41,427 shares; 2025Q3: 44,622 shares; 2025Q4: 50,507 shares; 2026Q1: 57,768 shares 57,768 $1.56M 0.01% +7,261 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: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,909 shares; 2025Q2: 4,050 shares; 2025Q3: 4,956 shares; 2025Q4: 8,179 shares; 2026Q1: 9,096 shares 9,096 $1.56M 0.01% +917 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,657 shares; 2025Q1: 29,592 shares; 2025Q2: 75,735 shares; 2025Q3: 37,254 shares; 2025Q4: 33,664 shares; 2026Q1: 33,688 shares 33,688 $1.56M 0.01% +24 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,993 shares; 2025Q2: 21,988 shares; 2025Q3: 22,136 shares; 2025Q4: 42,426 shares; 2026Q1: 38,109 shares 38,109 $1.56M 0.01% -4,317 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 97 shares; 2025Q2: 78 shares; 2025Q3: 249 shares; 2025Q4: 13,568 shares; 2026Q1: 13,554 shares 13,554 $1.55M 0.01% -14 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 272 shares; 2025Q4: 28,235 shares; 2026Q1: 30,766 shares 30,766 $1.55M 0.01% +2,531 Timeline IAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 50,466 shares; 2025Q4: 47,723 shares; 2026Q1: 48,403 shares 48,403 $1.55M 0.01% +680 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,798 shares; 2025Q1: 4,271 shares; 2025Q2: 6,008 shares; 2025Q3: 7,059 shares; 2025Q4: 8,516 shares; 2026Q1: 10,493 shares 10,493 $1.54M 0.01% +1,977 Timeline RWL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,123 shares; 2025Q4: 13,277 shares; 2026Q1: 13,354 shares 13,354 $1.54M 0.01% +77 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,747 shares; 2026Q1: 74,711 shares 74,711 $1.54M 0.01% +61,964 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,533 shares; 2026Q1: 63,625 shares 63,625 $1.54M 0.01% +4,092 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,663 shares; 2025Q1: 13,427 shares; 2025Q2: 9,977 shares; 2025Q3: 10,325 shares; 2025Q4: 11,740 shares; 2026Q1: 17,733 shares 17,733 $1.53M 0.01% +5,993 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: restricted; 2024Q4: 7,216 shares; 2025Q1: 10,773 shares; 2025Q2: 11,556 shares; 2025Q3: 13,111 shares; 2025Q4: 15,599 shares; 2026Q1: 17,002 shares 17,002 $1.53M 0.01% +1,403 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,452 shares; 2025Q1: 3,979 shares; 2025Q2: 4,037 shares; 2025Q3: 3,365 shares; 2025Q4: 8,567 shares; 2026Q1: 42,250 shares 42,250 $1.53M 0.01% +33,683 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 5,769 shares; 2025Q2: 11,803 shares; 2025Q3: 19,516 shares; 2025Q4: 25,156 shares; 2026Q1: 18,143 shares 18,143 $1.52M 0.01% -7,013 Timeline DFIS 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: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,915 shares; 2025Q2: 5,546 shares; 2025Q3: 18,532 shares; 2025Q4: 23,978 shares; 2026Q1: 44,036 shares 44,036 $1.5M 0.01% +20,058 Timeline JPUS 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: restricted; 2024Q4: 454 shares; 2025Q1: 6,999 shares; 2025Q2: 11,709 shares; 2025Q3: 11,165 shares; 2025Q4: 11,647 shares; 2026Q1: 11,451 shares 11,451 $1.5M 0.01% -196 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,378 shares; 2025Q1: 9,554 shares; 2025Q2: 8,904 shares; 2025Q3: 12,474 shares; 2025Q4: 18,108 shares; 2026Q1: 15,926 shares 15,926 $1.49M 0.01% -2,182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 30,625 shares; 2025Q4: 45,765 shares; 2026Q1: 44,336 shares 44,336 $1.49M 0.01% -1,429 Timeline POCT 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: restricted; 2024Q4: 34,917 shares; 2025Q1: 49,175 shares; 2025Q2: 81,530 shares; 2025Q3: 45,405 shares; 2025Q4: 39,891 shares; 2026Q1: 34,215 shares 34,215 $1.48M 0.01% -5,676 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,228 shares; 2025Q1: 3,286 shares; 2025Q2: 4,679 shares; 2025Q3: 5,185 shares; 2025Q4: 5,137 shares; 2026Q1: 4,143 shares 4,143 $1.47M 0.01% -994 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,962 shares; 2025Q1: 42,747 shares; 2025Q2: 43,064 shares; 2025Q3: 45,437 shares; 2025Q4: 81,917 shares; 2026Q1: 82,832 shares 82,832 $1.47M 0.01% +915 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,136 shares; 2025Q1: 3,914 shares; 2025Q2: 4,299 shares; 2025Q3: 6,653 shares; 2025Q4: 8,160 shares; 2026Q1: 8,552 shares 8,552 $1.47M 0.01% +392 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 2,077 shares; 2025Q2: 3,117 shares; 2025Q3: 3,465 shares; 2025Q4: 3,283 shares; 2026Q1: 2,593 shares 2,593 $1.46M 0.01% -690 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,050 shares; 2025Q2: 7,082 shares; 2025Q3: 7,530 shares; 2025Q4: 9,379 shares; 2026Q1: 11,387 shares 11,387 $1.46M 0.01% +2,008 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: 2,344 shares; 2025Q2: 2,326 shares; 2025Q3: 3,002 shares; 2025Q4: 5,445 shares; 2026Q1: 8,400 shares 8,400 $1.46M 0.01% +2,955 Timeline PRN 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: restricted; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: 7,535 shares; 2025Q3: 7,609 shares; 2025Q4: 7,280 shares; 2026Q1: 7,280 shares 7,280 $1.46M 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,404 shares; 2025Q1: 8,687 shares; 2025Q2: 7,872 shares; 2025Q3: 9,250 shares; 2025Q4: 7,257 shares; 2026Q1: 6,736 shares 6,736 $1.46M 0.01% -521 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,454 shares; 2026Q1: 29,741 shares 29,741 $1.46M 0.01% -713 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 617 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 20,553 shares; 2025Q4: 20,553 shares; 2026Q1: 20,553 shares 20,553 $1.45M 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 1,479 shares; 2025Q4: 1,992 shares; 2026Q1: 1,870 shares 1,870 $1.45M 0.01% -122 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 547 shares; 2025Q4: 43,696 shares; 2026Q1: 52,413 shares 52,413 $1.45M 0.01% +8,717 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,614 shares; 2025Q1: 3,492 shares; 2025Q2: 5,086 shares; 2025Q3: 6,969 shares; 2025Q4: 7,665 shares; 2026Q1: 6,894 shares 6,894 $1.45M 0.01% -771 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,871 shares; 2025Q1: 26,482 shares; 2025Q2: 25,962 shares; 2025Q3: 19,791 shares; 2025Q4: 36,622 shares; 2026Q1: 40,177 shares 40,177 $1.45M 0.01% +3,555 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,407 shares; 2025Q1: 5,284 shares; 2025Q2: 5,495 shares; 2025Q3: 8,166 shares; 2025Q4: 7,464 shares; 2026Q1: 32,021 shares 32,021 $1.45M 0.01% +24,557 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,580 shares; 2025Q1: 6,367 shares; 2025Q2: 7,341 shares; 2025Q3: 7,804 shares; 2025Q4: 11,284 shares; 2026Q1: 11,813 shares 11,813 $1.45M 0.01% +529 Timeline DGRE 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: restricted; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 278 shares; 2025Q3: 2,698 shares; 2025Q4: 4,365 shares; 2026Q1: 43,189 shares 43,189 $1.45M 0.01% +38,824 Timeline IMPERIAL PETE INC COM NEW IMPERIAL PETE INC COM NEW More: the full row for IMPERIAL PETE INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139,028 shares; 2025Q2: 187,567 shares; 2025Q3: 267,258 shares; 2025Q4: 250,071 shares; 2026Q1: 334,117 shares 334,117 $1.44M 0.01% +84,046 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,244 shares; 2025Q2: 11,994 shares; 2025Q3: 14,117 shares; 2025Q4: 16,791 shares; 2026Q1: 16,880 shares 16,880 $1.44M 0.01% +89 Timeline SKYY 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: restricted; 2024Q4: 39 shares; 2025Q1: 279 shares; 2025Q2: 13,353 shares; 2025Q3: 14,618 shares; 2025Q4: 14,980 shares; 2026Q1: 12,990 shares 12,990 $1.43M 0.01% -1,990 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: restricted; 2024Q4: 4,514 shares; 2025Q1: 7,532 shares; 2025Q2: 9,686 shares; 2025Q3: 13,487 shares; 2025Q4: 20,141 shares; 2026Q1: 23,621 shares 23,621 $1.43M 0.01% +3,480 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 392 shares; 2025Q2: 468 shares; 2025Q3: 476 shares; 2025Q4: 570 shares; 2026Q1: 656 shares 656 $1.43M 0.01% +86 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,534 shares; 2025Q1: 12,226 shares; 2025Q2: 22,923 shares; 2025Q3: 32,266 shares; 2025Q4: 22,439 shares; 2026Q1: 47,311 shares 47,311 $1.43M 0.01% +24,872 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,948 shares; 2026Q1: 79,133 shares 79,133 $1.43M 0.01% +77,185 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 23 shares; 2025Q3: 5,798 shares; 2025Q4: 19,056 shares; 2026Q1: 17,762 shares 17,762 $1.42M 0.01% -1,294 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 467 shares; 2025Q2: 1,173 shares; 2025Q3: 1,678 shares; 2025Q4: 1,905 shares; 2026Q1: 5,924 shares 5,924 $1.42M 0.01% +4,019 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 9,280 shares; 2025Q2: 8,677 shares; 2025Q3: 8,536 shares; 2025Q4: 8,679 shares; 2026Q1: 9,080 shares 9,080 $1.41M 0.01% +401 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,160 shares; 2025Q1: 42,014 shares; 2025Q2: 25,959 shares; 2025Q3: 21,407 shares; 2025Q4: 26,490 shares; 2026Q1: 31,621 shares 31,621 $1.41M 0.01% +5,131 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,543 shares; 2025Q2: 5,530 shares; 2025Q3: 5,494 shares; 2025Q4: 5,572 shares; 2026Q1: 8,741 shares 8,741 $1.4M 0.01% +3,169 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 5,321 shares; 2025Q2: 5,338 shares; 2025Q3: 3,335 shares; 2025Q4: 3,504 shares; 2026Q1: 3,720 shares 3,720 $1.4M 0.01% +216 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 5,908 shares; 2025Q2: 5,956 shares; 2025Q3: 5,863 shares; 2025Q4: 5,611 shares; 2026Q1: 6,860 shares 6,860 $1.39M 0.01% +1,249 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,395 shares; 2025Q2: 1,421 shares; 2025Q3: 781 shares; 2025Q4: 1,231 shares; 2026Q1: 1,254 shares 1,254 $1.39M 0.01% +23 Timeline 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: restricted; 2024Q4: 5,634 shares; 2025Q1: 5,634 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,199 shares; 2026Q1: 8,696 shares 8,696 $1.39M 0.01% +3,497 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,060 shares; 2025Q1: 12,062 shares; 2025Q2: 13,079 shares; 2025Q3: 17,982 shares; 2025Q4: 20,391 shares; 2026Q1: 22,272 shares 22,272 $1.38M 0.01% +1,881 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: 4,090 shares; 2025Q2: 5,757 shares; 2025Q3: 29,247 shares; 2025Q4: 30,334 shares; 2026Q1: 8,221 shares 8,221 $1.37M 0.01% -22,113 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,627 shares; 2025Q1: 2,726 shares; 2025Q2: 4,416 shares; 2025Q3: 3,684 shares; 2025Q4: 4,455 shares; 2026Q1: 6,544 shares 6,544 $1.37M 0.01% +2,089 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 4,738 shares; 2025Q2: 11,895 shares; 2025Q3: 13,785 shares; 2025Q4: 12,634 shares; 2026Q1: 11,645 shares 11,645 $1.37M 0.01% -989 Timeline QEFA 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: restricted; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 7,731 shares; 2025Q3: 6,853 shares; 2025Q4: 5,385 shares; 2026Q1: 14,458 shares 14,458 $1.37M 0.01% +9,073 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: restricted; 2024Q4: 2,044 shares; 2025Q1: 21,892 shares; 2025Q2: 23,093 shares; 2025Q3: 23,069 shares; 2025Q4: 22,585 shares; 2026Q1: 24,198 shares 24,198 $1.36M 0.01% +1,613 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: restricted; 2024Q4: 2,964 shares; 2025Q1: 2,970 shares; 2025Q2: 4,656 shares; 2025Q3: 5,734 shares; 2025Q4: 10,955 shares; 2026Q1: 9,952 shares 9,952 $1.36M 0.01% -1,003 Timeline USDU 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: restricted; 2024Q4: not reported; 2025Q1: 49,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,563 shares; 2026Q1: 51,650 shares 51,650 $1.36M 0.01% -96,913 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 72,366 shares; 2026Q1: 71,994 shares 71,994 $1.34M 0.01% -372 Timeline SPTI 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: restricted; 2024Q4: 35,742 shares; 2025Q1: 60,851 shares; 2025Q2: 62,997 shares; 2025Q3: 33,656 shares; 2025Q4: 48,192 shares; 2026Q1: 46,990 shares 46,990 $1.34M 0.01% -1,202 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: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,240 shares; 2025Q2: 2,477 shares; 2025Q3: 22,684 shares; 2025Q4: 25,345 shares; 2026Q1: 28,063 shares 28,063 $1.33M 0.01% +2,718 Timeline FINX 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: restricted; 2024Q4: 142 shares; 2025Q1: 137 shares; 2025Q2: 50 shares; 2025Q3: 15,684 shares; 2025Q4: 29,977 shares; 2026Q1: 58,200 shares 58,200 $1.33M 0.01% +28,223 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,149 shares; 2025Q1: 24,005 shares; 2025Q2: 23,171 shares; 2025Q3: 23,063 shares; 2025Q4: 22,537 shares; 2026Q1: 23,918 shares 23,918 $1.33M 0.01% +1,381 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 885 shares; 2025Q3: 42,007 shares; 2025Q4: 54,236 shares; 2026Q1: 35,433 shares 35,433 $1.33M 0.01% -18,803 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,708 shares; 2025Q1: 2,478 shares; 2025Q2: 2,237 shares; 2025Q3: 11,412 shares; 2025Q4: 48,763 shares; 2026Q1: 52,684 shares 52,684 $1.33M 0.01% +3,921 Timeline RSPS 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: restricted; 2024Q4: not reported; 2025Q1: 48,779 shares; 2025Q2: 48,478 shares; 2025Q3: 45,462 shares; 2025Q4: 45,922 shares; 2026Q1: 45,275 shares 45,275 $1.33M 0.01% -647 Timeline PSLV 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: restricted; 2024Q4: 40,385 shares; 2025Q1: 52,014 shares; 2025Q2: 65,958 shares; 2025Q3: 65,014 shares; 2025Q4: 58,675 shares; 2026Q1: 54,187 shares 54,187 $1.32M 0.01% -4,488 Timeline JAJL 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: restricted; 2024Q4: 10,399 shares; 2025Q1: 31,756 shares; 2025Q2: 31,756 shares; 2025Q3: 34,997 shares; 2025Q4: 44,712 shares; 2026Q1: 45,503 shares 45,503 $1.32M 0.01% +791 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 206 shares; 2025Q4: 311 shares; 2026Q1: 103,566 shares 103,566 $1.32M 0.01% +103,255 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,559 shares; 2025Q1: 121,893 shares; 2025Q2: 111,560 shares; 2025Q3: 104,506 shares; 2025Q4: 112,929 shares; 2026Q1: 53,176 shares 53,176 $1.32M 0.01% -59,753 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: restricted; 2024Q4: 7,519 shares; 2025Q1: 7,675 shares; 2025Q2: 1,243 shares; 2025Q3: 1,121 shares; 2025Q4: 28,694 shares; 2026Q1: 16,389 shares 16,389 $1.31M 0.01% -12,305 Timeline SYFI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,967 shares; 2026Q1: 37,090 shares 37,090 $1.31M 0.01% +1,123 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 9,208 shares; 2025Q3: 21,248 shares; 2025Q4: 27,654 shares; 2026Q1: 33,052 shares 33,052 $1.31M 0.01% +5,398 Timeline IWV 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: restricted; 2024Q4: 4,994 shares; 2025Q1: 1,237 shares; 2025Q2: 1,236 shares; 2025Q3: 2,898 shares; 2025Q4: 3,390 shares; 2026Q1: 3,500 shares 3,500 $1.31M 0.01% +110 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 324 shares; 2025Q2: 3,579 shares; 2025Q3: 10,218 shares; 2025Q4: 33,186 shares; 2026Q1: 35,921 shares 35,921 $1.3M 0.01% +2,735 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 5,300 shares; 2025Q2: 11,937 shares; 2025Q3: 10,343 shares; 2025Q4: 11,195 shares; 2026Q1: 8,922 shares 8,922 $1.3M 0.01% -2,273 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,352 shares 14,352 $1.29M 0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,917 shares; 2025Q1: 35,451 shares; 2025Q2: 22,952 shares; 2025Q3: 22,592 shares; 2025Q4: 22,494 shares; 2026Q1: 28,747 shares 28,747 $1.29M 0.01% +6,253 Timeline CAAA 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: restricted; 2024Q4: not reported; 2025Q1: 30,820 shares; 2025Q2: 56,664 shares; 2025Q3: 60,989 shares; 2025Q4: 75,608 shares; 2026Q1: 63,228 shares 63,228 $1.28M 0.01% -12,380 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: restricted; 2024Q4: 6,206 shares; 2025Q1: 5,715 shares; 2025Q2: 7,815 shares; 2025Q3: 27,535 shares; 2025Q4: 54,671 shares; 2026Q1: 54,723 shares 54,723 $1.28M 0.01% +52 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 216 shares; 2025Q2: 316 shares; 2025Q3: 1,302 shares; 2025Q4: 2,320 shares; 2026Q1: 6,339 shares 6,339 $1.27M 0.01% +4,019 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: 3,410 shares; 2025Q2: 4,903 shares; 2025Q3: 5,143 shares; 2025Q4: 5,185 shares; 2026Q1: 5,691 shares 5,691 $1.27M 0.01% +506 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,918 shares 38,918 $1.27M 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 9,135 shares; 2025Q4: 21,484 shares; 2026Q1: 16,218 shares 16,218 $1.27M 0.01% -5,266 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,300 shares; 2025Q1: 20,792 shares; 2025Q2: 38,004 shares; 2025Q3: 29,763 shares; 2025Q4: 32,136 shares; 2026Q1: 28,567 shares 28,567 $1.27M 0.01% -3,569 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 14,391 shares; 2025Q2: 15,637 shares; 2025Q3: 14,751 shares; 2025Q4: 16,328 shares; 2026Q1: 18,783 shares 18,783 $1.27M 0.01% +2,455 Timeline AVSC 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: restricted; 2024Q4: 45,759 shares; 2025Q1: 36,519 shares; 2025Q2: 44,416 shares; 2025Q3: 17,136 shares; 2025Q4: 16,887 shares; 2026Q1: 20,220 shares 20,220 $1.27M 0.01% +3,333 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 114,158 shares; 2025Q2: 20,254 shares; 2025Q3: 21,523 shares; 2025Q4: 21,152 shares; 2026Q1: 19,931 shares 19,931 $1.27M 0.01% -1,221 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,489 shares; 2025Q1: 22,265 shares; 2025Q2: 19,906 shares; 2025Q3: 17,701 shares; 2025Q4: 16,116 shares; 2026Q1: 14,795 shares 14,795 $1.27M 0.01% -1,321 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 1,085 shares; 2025Q2: 1,281 shares; 2025Q3: 1,687 shares; 2025Q4: 2,217 shares; 2026Q1: 6,620 shares 6,620 $1.26M 0.01% +4,403 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,085 shares; 2025Q1: 2,987 shares; 2025Q2: 7,608 shares; 2025Q3: 5,667 shares; 2025Q4: 7,701 shares; 2026Q1: 8,173 shares 8,173 $1.26M 0.01% +472 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 17,087 shares; 2025Q2: 35,082 shares; 2025Q3: 37,542 shares; 2025Q4: 40,805 shares; 2026Q1: 72,489 shares 72,489 $1.25M 0.01% +31,684 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: restricted; 2024Q4: 17,257 shares; 2025Q1: 18,680 shares; 2025Q2: 17,659 shares; 2025Q3: 18,269 shares; 2025Q4: 16,514 shares; 2026Q1: 16,633 shares 16,633 $1.24M 0.01% +119 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 1,265 shares; 2025Q2: 1,380 shares; 2025Q3: 1,646 shares; 2025Q4: 3,130 shares; 2026Q1: 3,854 shares 3,854 $1.24M 0.01% +724 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: restricted; 2024Q4: 871 shares; 2025Q1: 1,402 shares; 2025Q2: 1,642 shares; 2025Q3: 2,098 shares; 2025Q4: 2,795 shares; 2026Q1: 2,834 shares 2,834 $1.24M 0.01% +39 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 17,005 shares; 2025Q3: not reported; 2025Q4: 8,095 shares; 2026Q1: 12,392 shares 12,392 $1.23M 0.01% +4,297 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,183 shares; 2025Q1: 13,972 shares; 2025Q2: 12,999 shares; 2025Q3: 14,892 shares; 2025Q4: 23,472 shares; 2026Q1: 25,201 shares 25,201 $1.23M 0.01% +1,729 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,262 shares; 2025Q1: 24,229 shares; 2025Q2: 41,462 shares; 2025Q3: 42,020 shares; 2025Q4: 42,948 shares; 2026Q1: 45,990 shares 45,990 $1.23M 0.01% +3,042 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 265 shares; 2025Q4: 387 shares; 2026Q1: 358 shares 358 $1.23M 0.01% -29 Timeline CWI 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: restricted; 2024Q4: 20 shares; 2025Q1: 2,773 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 51,372 shares; 2026Q1: 33,123 shares 33,123 $1.23M 0.01% -18,249 Timeline PTH 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: restricted; 2024Q4: not reported; 2025Q1: 23,628 shares; 2025Q2: 24,453 shares; 2025Q3: 24,726 shares; 2025Q4: 24,631 shares; 2026Q1: 24,804 shares 24,804 $1.22M 0.01% +173 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 807 shares; 2025Q2: 829 shares; 2025Q3: 1,525 shares; 2025Q4: 19,368 shares; 2026Q1: 22,255 shares 22,255 $1.22M 0.01% +2,887 Timeline UTEN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,466 shares; 2025Q4: 48,466 shares; 2026Q1: 28,024 shares 28,024 $1.22M 0.01% -20,442 Timeline LMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,244 shares 24,244 $1.22M 0.01% new Timeline IHI 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: restricted; 2024Q4: 13,034 shares; 2025Q1: 15,070 shares; 2025Q2: 19,072 shares; 2025Q3: 18,785 shares; 2025Q4: 19,955 shares; 2026Q1: 22,747 shares 22,747 $1.22M 0.01% +2,792 Timeline IBDU 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: restricted; 2024Q4: 2,463 shares; 2025Q1: 1,928 shares; 2025Q2: 1,952 shares; 2025Q3: 16,367 shares; 2025Q4: 41,335 shares; 2026Q1: 52,431 shares 52,431 $1.22M 0.01% +11,096 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: restricted; 2024Q4: 3,559 shares; 2025Q1: 3,748 shares; 2025Q2: 4,270 shares; 2025Q3: 3,697 shares; 2025Q4: 6,706 shares; 2026Q1: 9,696 shares 9,696 $1.21M 0.01% +2,990 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 2,579 shares; 2025Q2: 2,249 shares; 2025Q3: 12,289 shares; 2025Q4: 10,250 shares; 2026Q1: 19,516 shares 19,516 $1.21M 0.01% +9,266 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: restricted; 2024Q4: 7,094 shares; 2025Q1: 9,664 shares; 2025Q2: 10,943 shares; 2025Q3: 9,125 shares; 2025Q4: 15,721 shares; 2026Q1: 21,071 shares 21,071 $1.2M 0.01% +5,350 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 35,450 shares; 2025Q3: 35,450 shares; 2025Q4: 35,450 shares; 2026Q1: 35,450 shares 35,450 $1.19M 0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,023 shares; 2025Q3: 5,977 shares; 2025Q4: 7,437 shares; 2026Q1: 49,293 shares 49,293 $1.19M 0.01% +41,856 Timeline DFSI 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: restricted; 2024Q4: 25,091 shares; 2025Q1: 26,674 shares; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares; 2025Q4: 25,805 shares; 2026Q1: 27,249 shares 27,249 $1.18M 0.01% +1,444 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: restricted; 2024Q4: 687 shares; 2025Q1: 405 shares; 2025Q2: 2,069 shares; 2025Q3: 1,277 shares; 2025Q4: 5,218 shares; 2026Q1: 5,887 shares 5,887 $1.17M 0.01% +669 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: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,274 shares; 2025Q2: 5,838 shares; 2025Q3: 4,951 shares; 2025Q4: 5,542 shares; 2026Q1: 7,412 shares 7,412 $1.17M 0.01% +1,870 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: restricted; 2024Q4: 17,616 shares; 2025Q1: 19,866 shares; 2025Q2: 22,125 shares; 2025Q3: 17,383 shares; 2025Q4: 21,229 shares; 2026Q1: 24,008 shares 24,008 $1.17M 0.01% +2,779 Timeline FUTY 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: restricted; 2024Q4: 490 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 8,096 shares; 2025Q4: 8,497 shares; 2026Q1: 19,636 shares 19,636 $1.17M 0.01% +11,139 Timeline PFF 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: restricted; 2024Q4: 22,971 shares; 2025Q1: 21,157 shares; 2025Q2: 14,914 shares; 2025Q3: 25,273 shares; 2025Q4: 34,863 shares; 2026Q1: 38,308 shares 38,308 $1.16M 0.01% +3,445 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,786 shares; 2025Q1: 26,876 shares; 2025Q2: 26,876 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares; 2026Q1: 26,875 shares 26,875 $1.16M 0.01% +64 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 15,847 shares; 2026Q1: 22,091 shares 22,091 $1.16M 0.01% +6,244 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 2,042 shares; 2025Q2: 2,349 shares; 2025Q3: 5,351 shares; 2025Q4: 6,075 shares; 2026Q1: 5,450 shares 5,450 $1.15M 0.01% -625 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: restricted; 2024Q4: 40,987 shares; 2025Q1: 36,891 shares; 2025Q2: 45,989 shares; 2025Q3: 59,472 shares; 2025Q4: 64,082 shares; 2026Q1: 67,367 shares 67,367 $1.15M 0.01% +3,285 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,738 shares; 2025Q2: 3,832 shares; 2025Q3: 4,638 shares; 2025Q4: 5,642 shares; 2026Q1: 5,252 shares 5,252 $1.15M 0.01% -390 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,243 shares; 2025Q4: 9,012 shares; 2026Q1: 11,478 shares 11,478 $1.15M 0.01% +2,466 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: restricted; 2024Q4: 6,010 shares; 2025Q1: 7,400 shares; 2025Q2: 6,284 shares; 2025Q3: 12,714 shares; 2025Q4: 17,516 shares; 2026Q1: 15,698 shares 15,698 $1.14M 0.01% -1,818 Timeline BIZD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 134,612 shares; 2025Q4: 96,165 shares; 2026Q1: 94,198 shares 94,198 $1.14M 0.01% -1,967 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: restricted; 2024Q4: 1,795 shares; 2025Q1: 8,808 shares; 2025Q2: 10,954 shares; 2025Q3: 12,315 shares; 2025Q4: 13,323 shares; 2026Q1: 14,039 shares 14,039 $1.14M 0.01% +716 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,931 shares; 2025Q1: 12,269 shares; 2025Q2: 11,562 shares; 2025Q3: 16,980 shares; 2025Q4: 17,131 shares; 2026Q1: 17,387 shares 17,387 $1.14M 0.01% +256 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 16,411 shares; 2025Q2: 21,912 shares; 2025Q3: 17,905 shares; 2025Q4: 12,861 shares; 2026Q1: 10,252 shares 10,252 $1.14M 0.01% -2,609 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 2,439 shares; 2026Q1: 69,158 shares 69,158 $1.14M 0.01% +66,719 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 6,429 shares; 2026Q1: 14,761 shares 14,761 $1.14M 0.01% +8,332 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: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 25,401 shares; 2025Q3: 30,125 shares; 2025Q4: 40,304 shares; 2026Q1: 36,774 shares 36,774 $1.13M 0.01% -3,530 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: restricted; 2024Q4: 20,659 shares; 2025Q1: 20,032 shares; 2025Q2: 36,196 shares; 2025Q3: 44,851 shares; 2025Q4: 53,457 shares; 2026Q1: 64,559 shares 64,559 $1.12M 0.01% +11,102 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,522 shares; 2025Q1: 7,949 shares; 2025Q2: 7,299 shares; 2025Q3: 8,270 shares; 2025Q4: 9,445 shares; 2026Q1: 12,472 shares 12,472 $1.12M 0.01% +3,027 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,739 shares 29,739 $1.12M 0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 44,706 shares; 2025Q3: 44,240 shares; 2025Q4: 43,900 shares; 2026Q1: 45,945 shares 45,945 $1.12M 0.01% +2,045 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,974 shares; 2025Q1: 26,284 shares; 2025Q2: 27,159 shares; 2025Q3: 27,254 shares; 2025Q4: 27,299 shares; 2026Q1: 27,200 shares 27,200 $1.12M 0.01% -99 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,380 shares; 2025Q1: 3,420 shares; 2025Q2: 5,965 shares; 2025Q3: 6,093 shares; 2025Q4: 8,422 shares; 2026Q1: 24,514 shares 24,514 $1.11M 0.01% +16,092 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,860 shares; 2025Q1: 16,503 shares; 2025Q2: 20,274 shares; 2025Q3: 20,776 shares; 2025Q4: 22,950 shares; 2026Q1: 29,846 shares 29,846 $1.11M 0.01% +6,896 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: restricted; 2024Q4: 113 shares; 2025Q1: 39,629 shares; 2025Q2: 21,117 shares; 2025Q3: 20,925 shares; 2025Q4: 20,470 shares; 2026Q1: 20,028 shares 20,028 $1.11M 0.01% -442 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: restricted; 2024Q4: 3,149 shares; 2025Q1: 5,026 shares; 2025Q2: 6,272 shares; 2025Q3: 6,639 shares; 2025Q4: 9,075 shares; 2026Q1: 8,246 shares 8,246 $1.11M 0.01% -829 Timeline FXR 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: restricted; 2024Q4: 3,588 shares; 2025Q1: 15,139 shares; 2025Q2: 13,635 shares; 2025Q3: 13,462 shares; 2025Q4: 13,470 shares; 2026Q1: 13,450 shares 13,450 $1.11M 0.01% -20 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 2,291 shares; 2025Q2: 2,351 shares; 2025Q3: 2,539 shares; 2025Q4: 2,867 shares; 2026Q1: 3,002 shares 3,002 $1.11M 0.01% +135 Timeline IQDF 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: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 43,901 shares; 2026Q1: 34,377 shares 34,377 $1.1M 0.01% -9,524 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: restricted; 2024Q4: 7,306 shares; 2025Q1: 4,809 shares; 2025Q2: 16,855 shares; 2025Q3: 86,054 shares; 2025Q4: 74,014 shares; 2026Q1: 67,721 shares 67,721 $1.09M 0.01% -6,293 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,653 shares; 2025Q2: 13,722 shares; 2025Q3: 15,992 shares; 2025Q4: 31,549 shares; 2026Q1: 27,484 shares 27,484 $1.09M 0.01% -4,065 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: restricted; 2024Q4: 3,136 shares; 2025Q1: 2,227 shares; 2025Q2: 2,719 shares; 2025Q3: 3,285 shares; 2025Q4: 4,242 shares; 2026Q1: 4,434 shares 4,434 $1.09M 0.01% +192 Timeline TDIV 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: restricted; 2024Q4: 1 shares; 2025Q1: 20,309 shares; 2025Q2: 877 shares; 2025Q3: 1,036 shares; 2025Q4: 3,056 shares; 2026Q1: 11,538 shares 11,538 $1.08M 0.01% +8,482 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: restricted; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,027 shares; 2025Q3: 8,627 shares; 2025Q4: 9,002 shares; 2026Q1: 14,914 shares 14,914 $1.08M 0.01% +5,912 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,255 shares; 2025Q1: 23,290 shares; 2025Q2: 30,314 shares; 2025Q3: 35,860 shares; 2025Q4: 49,767 shares; 2026Q1: 111,414 shares 111,414 $1.08M 0.01% +61,647 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,854 shares; 2025Q4: 6,134 shares; 2026Q1: 26,169 shares 26,169 $1.08M 0.01% +20,035 Timeline PFEB 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: restricted; 2024Q4: 13,607 shares; 2025Q1: 27,556 shares; 2025Q2: 124,769 shares; 2025Q3: 12,537 shares; 2025Q4: 12,174 shares; 2026Q1: 26,798 shares 26,798 $1.08M 0.01% +14,624 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,173 shares; 2025Q1: 18,153 shares; 2025Q2: 18,287 shares; 2025Q3: 18,137 shares; 2025Q4: 18,105 shares; 2026Q1: 18,491 shares 18,491 $1.08M 0.01% +386 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 2,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,167 shares; 2025Q4: 3,029 shares; 2026Q1: 3,385 shares 3,385 $1.07M 0.01% +356 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 9,354 shares; 2025Q2: 9,171 shares; 2025Q3: 11,512 shares; 2025Q4: 13,183 shares; 2026Q1: 14,020 shares 14,020 $1.07M 0.01% +837 Timeline ZJUN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,729 shares; 2025Q4: 39,729 shares; 2026Q1: 39,729 shares 39,729 $1.07M 0.01% 0 Timeline FNDC 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: restricted; 2024Q4: 22,647 shares; 2025Q1: 16,139 shares; 2025Q2: 16,223 shares; 2025Q3: 17,647 shares; 2025Q4: 22,434 shares; 2026Q1: 22,773 shares 22,773 $1.07M 0.01% +339 Timeline HYDB 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: restricted; 2024Q4: 5,074 shares; 2025Q1: 10,504 shares; 2025Q2: 5,307 shares; 2025Q3: 5,448 shares; 2025Q4: 15,149 shares; 2026Q1: 23,081 shares 23,081 $1.07M 0.01% +7,932 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 8,563 shares; 2025Q2: 8,491 shares; 2025Q3: 8,809 shares; 2025Q4: 8,281 shares; 2026Q1: 11,568 shares 11,568 $1.07M 0.01% +3,287 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 687 shares; 2025Q3: 348 shares; 2025Q4: 1,450 shares; 2026Q1: 2,434 shares 2,434 $1.07M 0.01% +984 Timeline FDEM 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: restricted; 2024Q4: 18,799 shares; 2025Q1: 22,465 shares; 2025Q2: 44,058 shares; 2025Q3: 33,201 shares; 2025Q4: 33,607 shares; 2026Q1: 33,443 shares 33,443 $1.07M 0.01% -164 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,872 shares; 2025Q1: 31,572 shares; 2025Q2: 23,376 shares; 2025Q3: 23,305 shares; 2025Q4: 23,955 shares; 2026Q1: 26,459 shares 26,459 $1.07M 0.01% +2,504 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: restricted; 2024Q4: 11,844 shares; 2025Q1: 11,481 shares; 2025Q2: 14,529 shares; 2025Q3: 16,908 shares; 2025Q4: 32,539 shares; 2026Q1: 50,484 shares 50,484 $1.07M 0.01% +17,945 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: restricted; 2024Q4: 4,204 shares; 2025Q1: 5,502 shares; 2025Q2: 7,602 shares; 2025Q3: 9,150 shares; 2025Q4: 12,876 shares; 2026Q1: 14,771 shares 14,771 $1.07M 0.01% +1,895 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 2,819 shares; 2025Q2: 2,063 shares; 2025Q3: 2,660 shares; 2025Q4: 7,492 shares; 2026Q1: 11,244 shares 11,244 $1.06M 0.01% +3,752 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: restricted; 2024Q4: 2,705 shares; 2025Q1: 6,068 shares; 2025Q2: 6,325 shares; 2025Q3: 10,529 shares; 2025Q4: 11,634 shares; 2026Q1: 12,937 shares 12,937 $1.06M 0.01% +1,303 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: restricted; 2024Q4: 4,588 shares; 2025Q1: 4,773 shares; 2025Q2: 5,382 shares; 2025Q3: 6,470 shares; 2025Q4: 10,026 shares; 2026Q1: 10,528 shares 10,528 $1.06M 0.01% +502 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,569 shares; 2025Q1: 8,980 shares; 2025Q2: 12,665 shares; 2025Q3: 13,099 shares; 2025Q4: 18,386 shares; 2026Q1: 19,103 shares 19,103 $1.06M 0.01% +717 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 1,390 shares; 2025Q2: 2,183 shares; 2025Q3: 3,313 shares; 2025Q4: 4,573 shares; 2026Q1: 6,111 shares 6,111 $1.06M 0.01% +1,538 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: 8,785 shares; 2025Q2: 8,909 shares; 2025Q3: 7,779 shares; 2025Q4: 58,909 shares; 2026Q1: 26,447 shares 26,447 $1.06M 0.01% -32,462 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,606 shares 13,606 $1.05M 0.01% new Timeline PBDC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 37,652 shares; 2026Q1: 38,861 shares 38,861 $1.05M 0.01% +1,209 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: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,535 shares; 2025Q2: 3,578 shares; 2025Q3: 4,638 shares; 2025Q4: 5,981 shares; 2026Q1: 5,745 shares 5,745 $1.05M 0.01% -236 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 996 shares; 2025Q2: 1,283 shares; 2025Q3: 117,798 shares; 2025Q4: 94,013 shares; 2026Q1: 94,328 shares 94,328 $1.05M 0.01% +315 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: restricted; 2024Q4: 9,182 shares; 2025Q1: 1,046 shares; 2025Q2: 666 shares; 2025Q3: 714 shares; 2025Q4: 22,153 shares; 2026Q1: 23,397 shares 23,397 $1.05M 0.01% +1,244 Timeline RBUF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,793 shares; 2025Q3: 36,617 shares; 2025Q4: 37,761 shares; 2026Q1: 35,775 shares 35,775 $1.05M 0.01% -1,986 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,561 shares; 2025Q1: 2,457 shares; 2025Q2: 2,804 shares; 2025Q3: 3,423 shares; 2025Q4: 4,945 shares; 2026Q1: 7,507 shares 7,507 $1.05M 0.01% +2,562 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,521 shares; 2025Q1: 20,921 shares; 2025Q2: 23,880 shares; 2025Q3: 27,227 shares; 2025Q4: 30,119 shares; 2026Q1: 32,064 shares 32,064 $1.05M 0.01% +1,945 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 2,013 shares; 2025Q2: 4,000 shares; 2025Q3: 6,039 shares; 2025Q4: 7,578 shares; 2026Q1: 6,684 shares 6,684 $1.05M 0.01% -894 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,784 shares; 2025Q1: 29,663 shares; 2025Q2: 30,006 shares; 2025Q3: 30,759 shares; 2025Q4: 24,088 shares; 2026Q1: 30,479 shares 30,479 $1.04M 0.01% +6,391 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,172 shares; 2025Q1: 12,030 shares; 2025Q2: 10,675 shares; 2025Q3: 10,870 shares; 2025Q4: 9,115 shares; 2026Q1: 11,478 shares 11,478 $1.04M 0.01% +2,363 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,670 shares; 2025Q1: 30,971 shares; 2025Q2: 28,617 shares; 2025Q3: 39,327 shares; 2025Q4: 40,106 shares; 2026Q1: 36,189 shares 36,189 $1.04M 0.01% -3,917 Timeline BNDW 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,073 shares; 2025Q2: 14,227 shares; 2025Q3: 14,353 shares; 2025Q4: 13,691 shares; 2026Q1: 15,208 shares 15,208 $1.04M 0.01% +1,517 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: restricted; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 4,162 shares; 2025Q4: 11,433 shares; 2026Q1: 13,446 shares 13,446 $1.04M 0.01% +2,013 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,949 shares; 2025Q1: 8,771 shares; 2025Q2: 18,961 shares; 2025Q3: 22,450 shares; 2025Q4: 34,587 shares; 2026Q1: 40,112 shares 40,112 $1.03M 0.01% +5,525 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: restricted; 2024Q4: 3,547 shares; 2025Q1: 9,424 shares; 2025Q2: 9,980 shares; 2025Q3: 17,426 shares; 2025Q4: 19,932 shares; 2026Q1: 20,201 shares 20,201 $1.03M 0.01% +269 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: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 10,208 shares; 2025Q3: 7,335 shares; 2025Q4: 9,193 shares; 2026Q1: 7,742 shares 7,742 $1.03M 0.01% -1,451 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: restricted; 2024Q4: 11,412 shares; 2025Q1: 10,935 shares; 2025Q2: 12,178 shares; 2025Q3: 12,888 shares; 2025Q4: 28,592 shares; 2026Q1: 26,815 shares 26,815 $1.02M 0.01% -1,777 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,362 shares; 2026Q1: 26,317 shares 26,317 $1.02M 0.01% -2,045 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,921 shares; 2025Q3: 22,231 shares; 2025Q4: 22,878 shares; 2026Q1: 24,924 shares 24,924 $1.02M 0.01% +2,046 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 577 shares; 2025Q2: 2,330 shares; 2025Q3: 1,017 shares; 2025Q4: 1,522 shares; 2026Q1: 3,520 shares 3,520 $1.02M 0.01% +1,998 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,285 shares; 2025Q2: 1,815 shares; 2025Q3: 1,706 shares; 2025Q4: 2,129 shares; 2026Q1: 2,083 shares 2,083 $1.02M 0.01% -46 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,536 shares; 2025Q1: 10,283 shares; 2025Q2: 9,984 shares; 2025Q3: 9,234 shares; 2025Q4: 8,676 shares; 2026Q1: 12,299 shares 12,299 $1.02M 0.01% +3,623 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: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,988 shares; 2025Q2: 1,651 shares; 2025Q3: 4,444 shares; 2025Q4: 3,272 shares; 2026Q1: 3,306 shares 3,306 $1.02M 0.01% +34 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 886 shares; 2025Q1: 1,159 shares; 2025Q2: 4,849 shares; 2025Q3: 6,616 shares; 2025Q4: 6,779 shares; 2026Q1: 6,103 shares 6,103 $1.02M 0.01% -676 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,659 shares; 2025Q1: 34,102 shares; 2025Q2: 34,188 shares; 2025Q3: 38,268 shares; 2025Q4: 42,110 shares; 2026Q1: 56,845 shares 56,845 $1.02M 0.01% +14,735 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: restricted; 2024Q4: 5,077 shares; 2025Q1: 5,077 shares; 2025Q2: 5,760 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 21,702 shares 21,702 $1.02M 0.01% +20,244 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: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,244 shares; 2025Q2: 2,922 shares; 2025Q3: 13,389 shares; 2025Q4: 15,138 shares; 2026Q1: 101,383 shares 101,383 $1.02M 0.01% +86,245 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,650 shares; 2026Q1: 13,429 shares 13,429 $1.01M 0.01% -1,221 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,519 shares; 2025Q1: 3,545 shares; 2025Q2: 4,783 shares; 2025Q3: 4,608 shares; 2025Q4: 4,642 shares; 2026Q1: 20,211 shares 20,211 $1.01M 0.01% +15,569 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,344 shares; 2025Q1: 13,542 shares; 2025Q2: 14,148 shares; 2025Q3: 17,775 shares; 2025Q4: 21,459 shares; 2026Q1: 21,498 shares 21,498 $1.01M 0.01% +39 Timeline FFLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares; 2025Q4: 19,399 shares; 2026Q1: 19,443 shares 19,443 $1.01M 0.01% +44 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,514 shares; 2025Q3: 2,181 shares; 2025Q4: 2,150 shares; 2026Q1: 2,487 shares 2,487 $1.01M 0.01% +337 Timeline GVIP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,509 shares; 2026Q1: 6,791 shares 6,791 $1M 0.01% +1,282 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,324 shares; 2025Q2: 8,875 shares; 2025Q3: 2,037 shares; 2025Q4: 11,650 shares; 2026Q1: 19,916 shares 19,916 $1M 0.01% +8,266 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,742 shares; 2025Q4: 19,676 shares; 2026Q1: 21,815 shares 21,815 $1M 0.01% +2,139 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,585 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 7,798 shares; 2025Q4: 12,668 shares; 2026Q1: 10,879 shares 10,879 $1000K 0.01% -1,789 Timeline AVDS 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: restricted; 2024Q4: 7,102 shares; 2025Q1: 8,749 shares; 2025Q2: 17,495 shares; 2025Q3: 12,108 shares; 2025Q4: 12,108 shares; 2026Q1: 13,585 shares 13,585 $998K 0.01% +1,477 Timeline SDSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,447 shares 19,447 $997K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 3,292 shares; 2025Q2: 9,119 shares; 2025Q3: 5,961 shares; 2025Q4: 8,418 shares; 2026Q1: 8,507 shares 8,507 $997K 0.01% +89 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 34,830 shares; 2025Q2: 35,031 shares; 2025Q3: 34,818 shares; 2025Q4: 35,044 shares; 2026Q1: 32,884 shares 32,884 $996K 0.01% -2,160 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,541 shares; 2025Q1: 14,917 shares; 2025Q2: 12,784 shares; 2025Q3: 22,134 shares; 2025Q4: 16,511 shares; 2026Q1: 14,548 shares 14,548 $995K 0.01% -1,963 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 66,696 shares; 2025Q3: 85,012 shares; 2025Q4: 86,895 shares; 2026Q1: 81,312 shares 81,312 $994K 0.01% -5,583 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: restricted; 2024Q4: 24 shares; 2025Q1: 9,184 shares; 2025Q2: 5,366 shares; 2025Q3: 35,227 shares; 2025Q4: 15,480 shares; 2026Q1: 15,497 shares 15,497 $994K 0.01% +17 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,843 shares; 2025Q1: 3,952 shares; 2025Q2: 15,184 shares; 2025Q3: 11,291 shares; 2025Q4: 11,408 shares; 2026Q1: 6,626 shares 6,626 $993K 0.01% -4,782 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: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 13,274 shares; 2025Q3: 14,763 shares; 2025Q4: 16,064 shares; 2026Q1: 13,019 shares 13,019 $992K 0.01% -3,045 Timeline MBND 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: restricted; 2024Q4: not reported; 2025Q1: 36,451 shares; 2025Q2: 36,451 shares; 2025Q3: 36,451 shares; 2025Q4: 36,451 shares; 2026Q1: 36,451 shares 36,451 $990K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 6,873 shares; 2025Q2: 8,975 shares; 2025Q3: 8,935 shares; 2025Q4: 10,077 shares; 2026Q1: 8,762 shares 8,762 $986K 0.01% -1,315 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 775 shares; 2025Q2: 760 shares; 2025Q3: 6,248 shares; 2025Q4: 10,693 shares; 2026Q1: 13,611 shares 13,611 $981K 0.01% +2,918 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 2,086 shares; 2025Q2: 1,751 shares; 2025Q3: 649 shares; 2025Q4: 2,368 shares; 2026Q1: 3,763 shares 3,763 $978K 0.01% +1,395 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 4,623 shares; 2025Q2: 4,499 shares; 2025Q3: 9,060 shares; 2025Q4: 16,916 shares; 2026Q1: 14,009 shares 14,009 $976K 0.01% -2,907 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 1,815 shares; 2025Q2: 2,250 shares; 2025Q3: 3,081 shares; 2025Q4: 3,385 shares; 2026Q1: 3,467 shares 3,467 $972K 0.01% +82 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378,696 shares; 2025Q3: 343,365 shares; 2025Q4: 348,457 shares; 2026Q1: 398,265 shares 398,265 $968K 0.01% +49,808 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: restricted; 2024Q4: not reported; 2025Q1: 27,664 shares; 2025Q2: 27,543 shares; 2025Q3: 26,740 shares; 2025Q4: 27,044 shares; 2026Q1: 29,180 shares 29,180 $967K 0.01% +2,136 Timeline AVRE 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: restricted; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 2,013 shares; 2026Q1: 21,815 shares 21,815 $967K 0.01% +19,802 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: restricted; 2024Q4: 2,605 shares; 2025Q1: 5,464 shares; 2025Q2: 6,117 shares; 2025Q3: 6,221 shares; 2025Q4: 14,516 shares; 2026Q1: 13,916 shares 13,916 $966K 0.01% -600 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: restricted; 2024Q4: 12,485 shares; 2025Q1: 23,745 shares; 2025Q2: 17,372 shares; 2025Q3: 17,302 shares; 2025Q4: 32,444 shares; 2026Q1: 47,293 shares 47,293 $962K 0.01% +14,849 Timeline HYEM 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: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 83 shares; 2025Q3: 4,266 shares; 2025Q4: 33,450 shares; 2026Q1: 48,953 shares 48,953 $961K 0.01% +15,503 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,644 shares; 2025Q2: 5,324 shares; 2025Q3: 3,884 shares; 2025Q4: 4,867 shares; 2026Q1: 5,232 shares 5,232 $960K 0.01% +365 Timeline SPAB 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: restricted; 2024Q4: 34,197 shares; 2025Q1: 54,969 shares; 2025Q2: 24,879 shares; 2025Q3: 38,425 shares; 2025Q4: 39,409 shares; 2026Q1: 37,419 shares 37,419 $956K 0.01% -1,990 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,579 shares; 2025Q1: 6,112 shares; 2025Q2: 7,550 shares; 2025Q3: 9,846 shares; 2025Q4: 13,986 shares; 2026Q1: 15,194 shares 15,194 $955K 0.01% +1,208 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 25,034 shares; 2026Q1: 23,982 shares 23,982 $954K 0.01% -1,052 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,278 shares; 2025Q1: 15,149 shares; 2025Q2: 13,927 shares; 2025Q3: 13,929 shares; 2025Q4: 8,708 shares; 2026Q1: 8,310 shares 8,310 $953K 0.01% -398 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,236 shares; 2025Q4: 57,282 shares; 2026Q1: 50,316 shares 50,316 $952K 0.01% -6,966 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: restricted; 2024Q4: 3,714 shares; 2025Q1: 8,638 shares; 2025Q2: 8,918 shares; 2025Q3: 10,544 shares; 2025Q4: 14,685 shares; 2026Q1: 14,579 shares 14,579 $952K 0.01% -106 Timeline FPA 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: restricted; 2024Q4: not reported; 2025Q1: 24,606 shares; 2025Q2: 23,931 shares; 2025Q3: 23,268 shares; 2025Q4: 22,644 shares; 2026Q1: 21,681 shares 21,681 $951K 0.01% -963 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: restricted; 2024Q4: 4,367 shares; 2025Q1: 3,810 shares; 2025Q2: 3,830 shares; 2025Q3: 31,729 shares; 2025Q4: 44,570 shares; 2026Q1: 43,512 shares 43,512 $949K 0.01% -1,058 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 19,825 shares 19,825 $949K 0.01% +19,569 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: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,065 shares; 2025Q2: 1,215 shares; 2025Q3: 1,659 shares; 2025Q4: 2,273 shares; 2026Q1: 3,695 shares 3,695 $946K 0.01% +1,422 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 14,940 shares; 2025Q2: 15,206 shares; 2025Q3: 16,771 shares; 2025Q4: 13,427 shares; 2026Q1: 13,865 shares 13,865 $946K 0.01% +438 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 176 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 76 shares; 2026Q1: 5,833 shares 5,833 $946K 0.01% +5,757 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,029 shares; 2025Q4: 60,435 shares; 2026Q1: 18,916 shares 18,916 $946K 0.01% -41,519 Timeline