AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 10,671 shares 10,671 $945K 0.01% -39 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 4,199 shares; 2025Q2: 4,751 shares; 2025Q3: 7,671 shares; 2025Q4: 6,416 shares; 2026Q1: 7,361 shares 7,361 $945K 0.01% +945 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,712 shares; 2025Q1: 8,183 shares; 2025Q2: 6,739 shares; 2025Q3: 5,103 shares; 2025Q4: 9,379 shares; 2026Q1: 13,013 shares 13,013 $942K 0.01% +3,634 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,184 shares; 2025Q2: 2,278 shares; 2025Q3: 2,923 shares; 2025Q4: 4,600 shares; 2026Q1: 8,824 shares 8,824 $937K 0.01% +4,224 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,841 shares; 2025Q1: 15,335 shares; 2025Q2: 21,179 shares; 2025Q3: 23,769 shares; 2025Q4: 29,079 shares; 2026Q1: 20,992 shares 20,992 $937K 0.01% -8,087 Timeline RSPM 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: 25,104 shares; 2025Q2: 25,948 shares; 2025Q3: 25,146 shares; 2025Q4: 25,861 shares; 2026Q1: 23,963 shares 23,963 $934K 0.01% -1,898 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 12,405 shares 12,405 $933K 0.01% +12,038 Timeline IVSS 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: 15,641 shares; 2026Q1: 35,816 shares 35,816 $933K 0.01% +20,175 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,077 shares; 2025Q1: 1,849 shares; 2025Q2: 2,357 shares; 2025Q3: 2,494 shares; 2025Q4: 2,573 shares; 2026Q1: 3,417 shares 3,417 $932K 0.01% +844 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,517 shares; 2026Q1: 17,661 shares 17,661 $931K 0.01% +2,144 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,969 shares; 2025Q1: 2,481 shares; 2025Q2: 4,429 shares; 2025Q3: 3,270 shares; 2025Q4: 3,261 shares; 2026Q1: 3,419 shares 3,419 $930K 0.01% +158 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,782 shares; 2025Q1: 5,978 shares; 2025Q2: 5,746 shares; 2025Q3: 6,403 shares; 2025Q4: 10,058 shares; 2026Q1: 11,441 shares 11,441 $929K 0.01% +1,383 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,235 shares; 2025Q1: 23,214 shares; 2025Q2: 20,806 shares; 2025Q3: 22,228 shares; 2025Q4: 30,017 shares; 2026Q1: 23,472 shares 23,472 $929K 0.01% -6,545 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 9,756 shares; 2025Q3: 11,465 shares; 2025Q4: 11,465 shares; 2026Q1: 18,622 shares 18,622 $928K 0.01% +7,157 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 5,501 shares; 2025Q4: 35,413 shares; 2026Q1: 35,270 shares 35,270 $927K 0.01% -143 Timeline FXG 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: 393 shares; 2025Q1: 9,956 shares; 2025Q2: 9,134 shares; 2025Q3: 9,136 shares; 2025Q4: 9,137 shares; 2026Q1: 14,509 shares 14,509 $926K 0.01% +5,372 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 6,679 shares; 2025Q2: 7,005 shares; 2025Q3: 7,368 shares; 2025Q4: 9,906 shares; 2026Q1: 9,070 shares 9,070 $925K 0.01% -836 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,283 shares; 2025Q1: 5,526 shares; 2025Q2: 5,405 shares; 2025Q3: 6,873 shares; 2025Q4: 7,807 shares; 2026Q1: 8,684 shares 8,684 $925K 0.01% +877 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 1,859 shares; 2025Q2: 2,866 shares; 2025Q3: 3,327 shares; 2025Q4: 3,307 shares; 2026Q1: 3,373 shares 3,373 $923K 0.01% +66 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,813 shares; 2025Q1: 4,331 shares; 2025Q2: 4,472 shares; 2025Q3: 4,490 shares; 2025Q4: 4,844 shares; 2026Q1: 13,130 shares 13,130 $922K 0.01% +8,286 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,591 shares; 2025Q1: 10,620 shares; 2025Q2: 20,012 shares; 2025Q3: 24,305 shares; 2025Q4: 13,331 shares; 2026Q1: 12,877 shares 12,877 $919K 0.01% -454 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $917K 0.01% new Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: not reported; 2025Q3: 2,582 shares; 2025Q4: 3,123 shares; 2026Q1: 30,951 shares 30,951 $914K 0.01% +27,828 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 4,387 shares; 2025Q2: 5,282 shares; 2025Q3: 6,422 shares; 2025Q4: 8,411 shares; 2026Q1: 10,876 shares 10,876 $912K 0.01% +2,465 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,846 shares; 2025Q1: 3,541 shares; 2025Q2: 3,677 shares; 2025Q3: 3,991 shares; 2025Q4: 5,308 shares; 2026Q1: 5,097 shares 5,097 $910K 0.01% -211 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,470 shares; 2025Q2: 11,998 shares; 2025Q3: 13,374 shares; 2025Q4: 12,247 shares; 2026Q1: 14,178 shares 14,178 $909K 0.01% +1,931 Timeline CQQQ 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: 3,200 shares; 2025Q3: 6,450 shares; 2025Q4: 16,523 shares; 2026Q1: 19,786 shares 19,786 $908K 0.01% +3,263 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 12,149 shares; 2025Q4: 20,825 shares; 2026Q1: 31,609 shares 31,609 $907K 0.01% +10,784 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 9,786 shares; 2025Q3: 7,559 shares; 2025Q4: 7,251 shares; 2026Q1: 34,911 shares 34,911 $906K 0.01% +27,660 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,381 shares; 2025Q1: 7,891 shares; 2025Q2: 6,607 shares; 2025Q3: 7,151 shares; 2025Q4: 8,496 shares; 2026Q1: 13,099 shares 13,099 $905K 0.01% +4,603 Timeline PFI 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: 16,177 shares; 2025Q2: 16,818 shares; 2025Q3: 16,956 shares; 2025Q4: 16,911 shares; 2026Q1: 16,911 shares 16,911 $905K 0.01% 0 Timeline BOTZ 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: 5,551 shares; 2025Q1: 5,551 shares; 2025Q2: 19,473 shares; 2025Q3: 21,309 shares; 2025Q4: 22,143 shares; 2026Q1: 26,615 shares 26,615 $902K 0.01% +4,472 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,714 shares; 2025Q1: 2,305 shares; 2025Q2: 2,206 shares; 2025Q3: 3,464 shares; 2025Q4: 4,012 shares; 2026Q1: 16,988 shares 16,988 $902K 0.01% +12,976 Timeline PEZ 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: 8,983 shares; 2025Q2: 8,908 shares; 2025Q3: 9,051 shares; 2025Q4: 9,276 shares; 2026Q1: 9,276 shares 9,276 $902K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,016 shares; 2025Q1: 4,391 shares; 2025Q2: 5,853 shares; 2025Q3: 7,778 shares; 2025Q4: 14,129 shares; 2026Q1: 23,721 shares 23,721 $901K 0.01% +9,592 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 2,859 shares; 2025Q2: 3,548 shares; 2025Q3: 2,397 shares; 2025Q4: 11,848 shares; 2026Q1: 12,915 shares 12,915 $901K 0.01% +1,067 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,334 shares; 2025Q1: 41,920 shares; 2025Q2: 55,992 shares; 2025Q3: 66,715 shares; 2025Q4: 70,204 shares; 2026Q1: 71,052 shares 71,052 $898K 0.01% +848 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,054 shares; 2025Q1: 2,500 shares; 2025Q2: 2,645 shares; 2025Q3: 2,767 shares; 2025Q4: 2,728 shares; 2026Q1: 2,478 shares 2,478 $897K 0.01% -250 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,892 shares; 2025Q1: 9,847 shares; 2025Q2: 13,198 shares; 2025Q3: 20,086 shares; 2025Q4: 58,184 shares; 2026Q1: 77,160 shares 77,160 $893K 0.01% +18,976 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 15,017 shares; 2026Q1: 14,323 shares 14,323 $891K 0.01% -694 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD 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: 131,674 shares 131,674 $891K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 3,015 shares; 2025Q2: 3,226 shares; 2025Q3: 3,750 shares; 2025Q4: 4,716 shares; 2026Q1: 5,797 shares 5,797 $891K 0.01% +1,081 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,929 shares; 2025Q2: 6,258 shares; 2025Q3: 6,587 shares; 2025Q4: 8,530 shares; 2026Q1: 8,182 shares 8,182 $889K 0.01% -348 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,753 shares; 2025Q2: 12,100 shares; 2025Q3: 20,165 shares; 2025Q4: 22,110 shares; 2026Q1: 24,632 shares 24,632 $889K 0.01% +2,522 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 2,715 shares; 2025Q2: 3,213 shares; 2025Q3: 6,544 shares; 2025Q4: 7,710 shares; 2026Q1: 8,739 shares 8,739 $887K 0.01% +1,029 Timeline PTRB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,820 shares; 2026Q1: 21,292 shares 21,292 $884K 0.01% +9,472 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 558 shares; 2025Q2: 564 shares; 2025Q3: 692 shares; 2025Q4: 1,018 shares; 2026Q1: 6,301 shares 6,301 $882K 0.01% +5,283 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 1,832 shares; 2025Q2: 1,815 shares; 2025Q3: 911 shares; 2025Q4: 1,116 shares; 2026Q1: 1,264 shares 1,264 $881K 0.01% +148 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,967 shares; 2025Q1: 22,111 shares; 2025Q2: 21,986 shares; 2025Q3: 26,762 shares; 2025Q4: 28,065 shares; 2026Q1: 39,514 shares 39,514 $880K 0.01% +11,449 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,599 shares; 2025Q1: 6,249 shares; 2025Q2: 5,832 shares; 2025Q3: 6,280 shares; 2025Q4: 11,286 shares; 2026Q1: 13,575 shares 13,575 $879K 0.01% +2,289 Timeline LVHD 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: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 10,892 shares; 2025Q4: 20,560 shares; 2026Q1: 20,663 shares 20,663 $878K 0.01% +103 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 5,505 shares; 2025Q2: 8,722 shares; 2025Q3: 11,554 shares; 2025Q4: 12,415 shares; 2026Q1: 13,333 shares 13,333 $872K 0.01% +918 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 7,223 shares; 2025Q2: 8,932 shares; 2025Q3: 8,319 shares; 2025Q4: 10,656 shares; 2026Q1: 11,540 shares 11,540 $872K 0.01% +884 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 300 shares; 2025Q2: 18,587 shares; 2025Q3: 17,864 shares; 2025Q4: 28,797 shares; 2026Q1: 23,386 shares 23,386 $869K 0.01% -5,411 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,184 shares; 2025Q2: 2,004 shares; 2025Q3: 2,224 shares; 2025Q4: 3,337 shares; 2026Q1: 3,924 shares 3,924 $863K 0.01% +587 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,127 shares; 2025Q1: 4,098 shares; 2025Q2: 5,822 shares; 2025Q3: 6,871 shares; 2025Q4: 10,597 shares; 2026Q1: 14,905 shares 14,905 $863K 0.01% +4,308 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 3,194 shares; 2025Q2: 3,524 shares; 2025Q3: 5,401 shares; 2025Q4: 6,919 shares; 2026Q1: 5,526 shares 5,526 $862K 0.01% -1,393 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 7,806 shares; 2025Q3: 14,827 shares; 2025Q4: 21,083 shares; 2026Q1: 23,827 shares 23,827 $860K 0.01% +2,744 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 52,227 shares; 2026Q1: 24,845 shares 24,845 $860K 0.01% -27,382 Timeline FJP 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: 5,949 shares; 2025Q1: 17,908 shares; 2025Q2: 12,377 shares; 2025Q3: 12,055 shares; 2025Q4: 11,766 shares; 2026Q1: 11,488 shares 11,488 $859K 0.01% -278 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 8,641 shares; 2025Q2: 5,973 shares; 2025Q3: 5,982 shares; 2025Q4: 6,045 shares; 2026Q1: 6,450 shares 6,450 $859K 0.01% +405 Timeline DOGG 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: 2,505 shares; 2025Q1: 1,843 shares; 2025Q2: 1,890 shares; 2025Q3: 1,510 shares; 2025Q4: 1,371 shares; 2026Q1: 40,315 shares 40,315 $859K 0.01% +38,944 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 9,318 shares; 2025Q2: 9,983 shares; 2025Q3: 18,667 shares; 2025Q4: 17,012 shares; 2026Q1: 23,371 shares 23,371 $858K 0.01% +6,359 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 1,691 shares; 2025Q2: 1,773 shares; 2025Q3: 8,648 shares; 2025Q4: 2,047 shares; 2026Q1: 7,127 shares 7,127 $857K 0.01% +5,080 Timeline GII 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: 159 shares; 2025Q1: 158 shares; 2025Q2: 157 shares; 2025Q3: 192 shares; 2025Q4: 11,230 shares; 2026Q1: 11,230 shares 11,230 $857K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,177 shares; 2025Q1: 13,354 shares; 2025Q2: 13,602 shares; 2025Q3: 12,654 shares; 2025Q4: 15,319 shares; 2026Q1: 15,326 shares 15,326 $856K 0.01% +7 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,639 shares; 2025Q1: 11,603 shares; 2025Q2: 36,119 shares; 2025Q3: 41,563 shares; 2025Q4: 54,588 shares; 2026Q1: 47,819 shares 47,819 $852K 0.01% -6,769 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,321 shares 41,321 $851K 0.01% new Timeline BSCX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,215 shares 40,215 $851K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,857 shares; 2025Q1: 11,105 shares; 2025Q2: 20,006 shares; 2025Q3: 22,690 shares; 2025Q4: 26,159 shares; 2026Q1: 32,314 shares 32,314 $851K 0.01% +6,155 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,381 shares; 2025Q2: 2,406 shares; 2025Q3: 2,889 shares; 2025Q4: 2,739 shares; 2026Q1: 2,937 shares 2,937 $851K 0.01% +198 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,752 shares; 2026Q1: 16,942 shares 16,942 $850K 0.01% +15,190 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,416 shares 41,416 $850K 0.01% new Timeline BSCY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,043 shares 41,043 $850K 0.01% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 174 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 13,840 shares 13,840 $850K 0.01% +1,240 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,268 shares; 2025Q1: 9,201 shares; 2025Q2: 3,096 shares; 2025Q3: 3,719 shares; 2025Q4: 3,974 shares; 2026Q1: 5,878 shares 5,878 $848K 0.01% +1,904 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 29,904 shares; 2025Q2: 42,060 shares; 2025Q3: 41,350 shares; 2025Q4: 40,353 shares; 2026Q1: 44,761 shares 44,761 $848K 0.01% +4,408 Timeline FFEB 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: 543 shares; 2025Q1: 28,689 shares; 2025Q2: 29,577 shares; 2025Q3: 21,004 shares; 2025Q4: 18,533 shares; 2026Q1: 15,027 shares 15,027 $845K 0.01% -3,506 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,430 shares; 2025Q1: 23,930 shares; 2025Q2: 40,180 shares; 2025Q3: 44,025 shares; 2025Q4: 44,182 shares; 2026Q1: 48,042 shares 48,042 $844K 0.01% +3,860 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,755 shares; 2025Q2: 11,342 shares; 2025Q3: 11,342 shares; 2025Q4: 24,912 shares; 2026Q1: 26,720 shares 26,720 $843K 0.01% +1,808 Timeline SCHJ 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: 16,668 shares; 2025Q1: 17,297 shares; 2025Q2: 29,473 shares; 2025Q3: 24,878 shares; 2025Q4: 24,386 shares; 2026Q1: 34,177 shares 34,177 $842K 0.01% +9,791 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,423 shares; 2025Q1: 10,816 shares; 2025Q2: 10,974 shares; 2025Q3: 10,308 shares; 2025Q4: 13,357 shares; 2026Q1: 23,853 shares 23,853 $841K 0.01% +10,496 Timeline IBDS 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: 5,619 shares; 2025Q1: 17,856 shares; 2025Q2: 9,322 shares; 2025Q3: 15,880 shares; 2025Q4: 30,190 shares; 2026Q1: 34,727 shares 34,727 $839K 0.01% +4,537 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,946 shares; 2025Q1: 10,442 shares; 2025Q2: 13,828 shares; 2025Q3: 14,750 shares; 2025Q4: 24,316 shares; 2026Q1: 40,493 shares 40,493 $838K 0.01% +16,177 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 5,441 shares; 2025Q2: 5,360 shares; 2025Q3: 5,388 shares; 2025Q4: 7,954 shares; 2026Q1: 8,099 shares 8,099 $836K 0.01% +145 Timeline PJUN 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: 5,654 shares; 2025Q1: 6,077 shares; 2025Q2: 6,227 shares; 2025Q3: 5,012 shares; 2025Q4: 4,912 shares; 2026Q1: 19,908 shares 19,908 $834K 0.01% +14,996 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,316 shares; 2025Q1: 3,782 shares; 2025Q2: 3,910 shares; 2025Q3: 3,805 shares; 2025Q4: 4,136 shares; 2026Q1: 4,615 shares 4,615 $832K 0.01% +479 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,905 shares; 2025Q1: 15,549 shares; 2025Q2: 16,932 shares; 2025Q3: 18,848 shares; 2025Q4: 19,468 shares; 2026Q1: 12,939 shares 12,939 $832K 0.01% -6,529 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,787 shares; 2025Q1: 6,333 shares; 2025Q2: 6,658 shares; 2025Q3: 13,408 shares; 2025Q4: 22,374 shares; 2026Q1: 24,401 shares 24,401 $828K 0.01% +2,027 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 2,614 shares; 2025Q2: 2,493 shares; 2025Q3: 3,931 shares; 2025Q4: 6,231 shares; 2026Q1: 5,991 shares 5,991 $828K 0.01% -240 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,133 shares; 2025Q1: 11,853 shares; 2025Q2: 13,148 shares; 2025Q3: 15,522 shares; 2025Q4: 44,001 shares; 2026Q1: 30,123 shares 30,123 $828K 0.01% -13,878 Timeline CDIG 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: 25,280 shares; 2026Q1: 33,287 shares 33,287 $828K 0.01% +8,007 Timeline FEBW 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: 9,263 shares; 2025Q1: 21,173 shares; 2025Q2: 20,214 shares; 2025Q3: 20,431 shares; 2025Q4: 18,043 shares; 2026Q1: 24,566 shares 24,566 $827K 0.01% +6,523 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,280 shares; 2025Q1: 34,344 shares; 2025Q2: 31,404 shares; 2025Q3: 30,749 shares; 2025Q4: 32,109 shares; 2026Q1: 31,889 shares 31,889 $827K 0.01% -220 Timeline QTUM 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: 6 shares; 2025Q1: 462 shares; 2025Q2: 2,166 shares; 2025Q3: 4,190 shares; 2025Q4: 7,152 shares; 2026Q1: 7,531 shares 7,531 $823K 0.01% +379 Timeline CSPI CSP INC More: the full row for CSP 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: 101,277 shares 101,277 $822K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,120 shares; 2025Q1: 9,909 shares; 2025Q2: 10,480 shares; 2025Q3: 9,975 shares; 2025Q4: 9,532 shares; 2026Q1: 8,936 shares 8,936 $821K 0.01% -596 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 4,033 shares; 2025Q2: 4,438 shares; 2025Q3: 6,489 shares; 2025Q4: 8,763 shares; 2026Q1: 8,599 shares 8,599 $821K 0.01% -164 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 111,283 shares; 2025Q2: 22,425 shares; 2025Q3: 15,905 shares; 2025Q4: 22,497 shares; 2026Q1: 19,885 shares 19,885 $819K 0.01% -2,612 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,056 shares; 2025Q2: 30,037 shares; 2025Q3: 29,949 shares; 2025Q4: 31,891 shares; 2026Q1: 31,576 shares 31,576 $819K 0.01% -315 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,424 shares; 2025Q1: 2,521 shares; 2025Q2: 5,294 shares; 2025Q3: 4,318 shares; 2025Q4: 11,703 shares; 2026Q1: 13,079 shares 13,079 $817K 0.01% +1,376 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,006 shares; 2025Q1: 6,011 shares; 2025Q2: 5,585 shares; 2025Q3: 5,812 shares; 2025Q4: 6,306 shares; 2026Q1: 7,704 shares 7,704 $815K 0.01% +1,398 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,061 shares; 2025Q1: 4,597 shares; 2025Q2: 5,455 shares; 2025Q3: 6,070 shares; 2025Q4: 8,602 shares; 2026Q1: 8,738 shares 8,738 $814K 0.01% +136 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 5,209 shares; 2025Q4: 4,935 shares; 2026Q1: 7,175 shares 7,175 $812K 0.01% +2,240 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,310 shares; 2025Q4: 4,056 shares; 2026Q1: 10,005 shares 10,005 $810K 0.01% +5,949 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 678 shares; 2025Q2: 534 shares; 2025Q3: 655 shares; 2025Q4: 821 shares; 2026Q1: 723 shares 723 $810K 0.01% -98 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 4,477 shares; 2025Q2: 5,021 shares; 2025Q3: 9,032 shares; 2025Q4: 16,789 shares; 2026Q1: 17,067 shares 17,067 $809K 0.01% +278 Timeline FXZ 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: 3,905 shares; 2025Q1: 8,519 shares; 2025Q2: 7,093 shares; 2025Q3: 6,543 shares; 2025Q4: 10,036 shares; 2026Q1: 10,433 shares 10,433 $808K 0.01% +397 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 763 shares; 2025Q2: 1,263 shares; 2025Q3: 1,503 shares; 2025Q4: 3,336 shares; 2026Q1: 8,026 shares 8,026 $808K 0.01% +4,690 Timeline ZALT 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: 500 shares; 2025Q3: 421 shares; 2025Q4: 1,476 shares; 2026Q1: 24,748 shares 24,748 $807K 0.01% +23,272 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 744 shares; 2025Q2: 763 shares; 2025Q3: 768 shares; 2025Q4: 1,704 shares; 2026Q1: 1,505 shares 1,505 $805K 0.01% -199 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,747 shares; 2025Q1: 2,246 shares; 2025Q2: 2,332 shares; 2025Q3: 2,917 shares; 2025Q4: 3,287 shares; 2026Q1: 2,909 shares 2,909 $804K 0.01% -378 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: 3,903 shares; 2025Q2: 4,182 shares; 2025Q3: 6,755 shares; 2025Q4: 17,528 shares; 2026Q1: 18,119 shares 18,119 $803K 0.01% +591 Timeline IWL 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: 252 shares; 2025Q1: 252 shares; 2025Q2: 105 shares; 2025Q3: 45 shares; 2025Q4: 5,248 shares; 2026Q1: 4,958 shares 4,958 $802K 0.01% -290 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,804 shares; 2025Q1: 14,625 shares; 2025Q2: 16,893 shares; 2025Q3: 33,859 shares; 2025Q4: 37,149 shares; 2026Q1: 29,897 shares 29,897 $802K 0.01% -7,252 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,738 shares; 2025Q1: 31,437 shares; 2025Q2: 25,958 shares; 2025Q3: 25,318 shares; 2025Q4: 28,433 shares; 2026Q1: 33,402 shares 33,402 $801K 0.01% +4,969 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 369 shares; 2025Q2: 982 shares; 2025Q3: 1,749 shares; 2025Q4: 12,293 shares; 2026Q1: 11,515 shares 11,515 $799K 0.01% -778 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,965 shares; 2025Q1: 2,021 shares; 2025Q2: 2,216 shares; 2025Q3: 2,688 shares; 2025Q4: 3,479 shares; 2026Q1: 13,143 shares 13,143 $798K 0.01% +9,664 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,909 shares; 2025Q1: 15,817 shares; 2025Q2: 16,542 shares; 2025Q3: 15,331 shares; 2025Q4: 15,948 shares; 2026Q1: 18,431 shares 18,431 $797K 0.01% +2,483 Timeline QLD 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: 5,029 shares; 2025Q1: 5,030 shares; 2025Q2: 9,558 shares; 2025Q3: 12,306 shares; 2025Q4: 46,151 shares; 2026Q1: 12,754 shares 12,754 $797K 0.01% -33,397 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 11,807 shares; 2025Q3: 16,831 shares; 2025Q4: 54,475 shares; 2026Q1: 47,591 shares 47,591 $796K 0.01% -6,884 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,121 shares; 2025Q1: 5,195 shares; 2025Q2: 6,922 shares; 2025Q3: 14,667 shares; 2025Q4: 14,231 shares; 2026Q1: 16,365 shares 16,365 $790K 0.01% +2,134 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,566 shares 34,566 $789K 0.01% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 8,635 shares; 2025Q4: 32,691 shares; 2026Q1: 21,851 shares 21,851 $788K 0.01% -10,840 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 4,916 shares; 2025Q2: 37,718 shares; 2025Q3: 6,060 shares; 2025Q4: 28,379 shares; 2026Q1: 14,155 shares 14,155 $785K 0.01% -14,224 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,012 shares; 2025Q1: 6,945 shares; 2025Q2: 7,996 shares; 2025Q3: 9,644 shares; 2025Q4: 11,404 shares; 2026Q1: 12,993 shares 12,993 $784K 0.01% +1,589 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 2,526 shares; 2025Q2: 4,276 shares; 2025Q3: 4,600 shares; 2025Q4: 5,385 shares; 2026Q1: 18,922 shares 18,922 $782K 0.01% +13,537 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 32,843 shares; 2025Q3: 22,996 shares; 2025Q4: 49,459 shares; 2026Q1: 40,766 shares 40,766 $779K 0.01% -8,693 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,866 shares; 2025Q1: 9,123 shares; 2025Q2: 10,018 shares; 2025Q3: 21,928 shares; 2025Q4: 33,009 shares; 2026Q1: 48,475 shares 48,475 $778K 0.01% +15,466 Timeline DEM 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: 80 shares; 2025Q1: 5,740 shares; 2025Q2: 4,260 shares; 2025Q3: 5,779 shares; 2025Q4: 11,117 shares; 2026Q1: 15,719 shares 15,719 $778K 0.01% +4,602 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,386 shares; 2025Q1: 31,188 shares; 2025Q2: 32,434 shares; 2025Q3: 37,106 shares; 2025Q4: 40,407 shares; 2026Q1: 75,542 shares 75,542 $774K 0.01% +35,135 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,785 shares; 2025Q1: 15,319 shares; 2025Q2: 17,626 shares; 2025Q3: 21,943 shares; 2025Q4: 19,139 shares; 2026Q1: 19,491 shares 19,491 $772K 0.01% +352 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,712 shares; 2025Q1: 38,546 shares; 2025Q2: 31,520 shares; 2025Q3: 34,331 shares; 2025Q4: 14,812 shares; 2026Q1: 20,847 shares 20,847 $772K 0.01% +6,035 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,652 shares; 2025Q1: 12,884 shares; 2025Q2: 14,199 shares; 2025Q3: 45,385 shares; 2025Q4: 79,334 shares; 2026Q1: 46,888 shares 46,888 $768K 0.01% -32,446 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,998 shares; 2025Q1: 18,601 shares; 2025Q2: 18,601 shares; 2025Q3: 22,953 shares; 2025Q4: 82,678 shares; 2026Q1: 75,861 shares 75,861 $767K 0.01% -6,817 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 284 shares; 2025Q2: 7,170 shares; 2025Q3: 8,225 shares; 2025Q4: 11,679 shares; 2026Q1: 8,291 shares 8,291 $767K 0.01% -3,388 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,898 shares; 2025Q2: 2,867 shares; 2025Q3: 2,149 shares; 2025Q4: 2,115 shares; 2026Q1: 2,089 shares 2,089 $767K 0.01% -26 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 5,135 shares; 2025Q2: 5,650 shares; 2025Q3: 5,709 shares; 2025Q4: 16,301 shares; 2026Q1: 18,806 shares 18,806 $766K 0.01% +2,505 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 23,536 shares; 2025Q3: 23,572 shares; 2025Q4: 29,334 shares; 2026Q1: 28,663 shares 28,663 $766K 0.01% -671 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,187 shares; 2025Q1: 3,283 shares; 2025Q2: 4,630 shares; 2025Q3: 5,535 shares; 2025Q4: 6,076 shares; 2026Q1: 10,722 shares 10,722 $763K 0.01% +4,646 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 3,248 shares; 2025Q2: 6,908 shares; 2025Q3: 11,389 shares; 2025Q4: 15,740 shares; 2026Q1: 18,732 shares 18,732 $761K 0.01% +2,992 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,452 shares; 2025Q1: 63,168 shares; 2025Q2: 63,168 shares; 2025Q3: 64,801 shares; 2025Q4: 86,576 shares; 2026Q1: 86,576 shares 86,576 $758K 0.01% 0 Timeline CRTC 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: not reported; 2025Q1: not reported; 2025Q2: 22,543 shares; 2025Q3: 22,343 shares; 2025Q4: 21,840 shares; 2026Q1: 21,208 shares 21,208 $756K 0.01% -632 Timeline UMMA 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: 11,242 shares; 2025Q1: 14,103 shares; 2025Q2: 15,070 shares; 2025Q3: 16,687 shares; 2025Q4: 24,162 shares; 2026Q1: 24,167 shares 24,167 $755K 0.01% +5 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 3,430 shares; 2025Q2: 6,303 shares; 2025Q3: 9,068 shares; 2025Q4: 9,467 shares; 2026Q1: 6,438 shares 6,438 $754K 0.01% -3,029 Timeline TJUL 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: 29,373 shares; 2025Q2: 29,370 shares; 2025Q3: 29,167 shares; 2025Q4: 26,823 shares; 2026Q1: 25,587 shares 25,587 $753K 0.01% -1,236 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 165 shares; 2025Q2: 46 shares; 2025Q3: 395 shares; 2025Q4: 11,941 shares; 2026Q1: 11,971 shares 11,971 $753K 0.01% +30 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 419 shares; 2025Q2: 2,327 shares; 2025Q3: 2,885 shares; 2025Q4: 4,424 shares; 2026Q1: 5,863 shares 5,863 $752K 0.01% +1,439 Timeline ACWV 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: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,417 shares; 2025Q3: 36 shares; 2025Q4: 94 shares; 2026Q1: 6,294 shares 6,294 $752K 0.01% +6,200 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,297 shares; 2025Q1: 1,401 shares; 2025Q2: 2,163 shares; 2025Q3: 3,474 shares; 2025Q4: 2,818 shares; 2026Q1: 4,736 shares 4,736 $752K 0.01% +1,918 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 61 shares; 2025Q2: 17,319 shares; 2025Q3: 17,327 shares; 2025Q4: 17,184 shares; 2026Q1: 17,138 shares 17,138 $752K 0.01% -46 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 15 shares; 2025Q4: 24,179 shares; 2026Q1: 24,677 shares 24,677 $751K 0.01% +498 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 357 shares; 2025Q2: 423 shares; 2025Q3: 455 shares; 2025Q4: 535 shares; 2026Q1: 638 shares 638 $748K 0.01% +103 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,131 shares; 2025Q2: 1,065 shares; 2025Q3: 1,090 shares; 2025Q4: 1,416 shares; 2026Q1: 1,325 shares 1,325 $744K 0.01% -91 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,602 shares; 2025Q1: 2,326 shares; 2025Q2: 3,393 shares; 2025Q3: 3,968 shares; 2025Q4: 5,201 shares; 2026Q1: 5,432 shares 5,432 $743K 0.01% +231 Timeline PBE 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: 2,415 shares; 2025Q1: 8,616 shares; 2025Q2: 8,557 shares; 2025Q3: 8,676 shares; 2025Q4: 8,776 shares; 2026Q1: 9,339 shares 9,339 $743K 0.01% +563 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,241 shares; 2025Q1: 12,963 shares; 2025Q2: 12,715 shares; 2025Q3: 9,529 shares; 2025Q4: 8,856 shares; 2026Q1: 7,864 shares 7,864 $741K 0.01% -992 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,024 shares; 2025Q1: 34,313 shares; 2025Q2: 25,491 shares; 2025Q3: 27,472 shares; 2025Q4: 34,460 shares; 2026Q1: 36,786 shares 36,786 $739K 0.01% +2,326 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,909 shares; 2025Q3: 5,770 shares; 2025Q4: 7,625 shares; 2026Q1: 7,920 shares 7,920 $738K 0.01% +295 Timeline DEXC 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: not reported; 2025Q1: 2,080 shares; 2025Q2: 3,553 shares; 2025Q3: 6,723 shares; 2025Q4: 7,709 shares; 2026Q1: 11,288 shares 11,288 $737K 0.01% +3,579 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 382 shares; 2025Q2: 370 shares; 2025Q3: 523 shares; 2025Q4: 632 shares; 2026Q1: 2,533 shares 2,533 $733K 0.01% +1,901 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 2,240 shares; 2025Q2: 1,796 shares; 2025Q3: 3,822 shares; 2025Q4: 5,800 shares; 2026Q1: 7,523 shares 7,523 $732K 0.01% +1,723 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 617 shares; 2025Q4: 1,156 shares; 2026Q1: 1,275 shares 1,275 $729K 0.01% +119 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 5,372 shares; 2025Q2: 19,710 shares; 2025Q3: 17,299 shares; 2025Q4: 17,358 shares; 2026Q1: 16,443 shares 16,443 $724K 0.01% -915 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 1,242 shares; 2025Q2: 1,327 shares; 2025Q3: 1,026 shares; 2025Q4: 1,719 shares; 2026Q1: 2,891 shares 2,891 $721K 0.01% +1,172 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 1,996 shares; 2025Q2: 3,302 shares; 2025Q3: 3,914 shares; 2025Q4: 4,378 shares; 2026Q1: 5,936 shares 5,936 $720K 0.01% +1,558 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,152 shares; 2025Q1: 3,369 shares; 2025Q2: 3,303 shares; 2025Q3: 3,352 shares; 2025Q4: 5,937 shares; 2026Q1: 6,286 shares 6,286 $720K 0.01% +349 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,362 shares; 2025Q1: 36,064 shares; 2025Q2: 32,414 shares; 2025Q3: 23,047 shares; 2025Q4: 27,219 shares; 2026Q1: 34,904 shares 34,904 $714K 0.01% +7,685 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 1,500 shares; 2025Q2: 4,964 shares; 2025Q3: 4,172 shares; 2025Q4: 4,057 shares; 2026Q1: 3,133 shares 3,133 $713K 0.01% -924 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,682 shares; 2025Q1: 5,872 shares; 2025Q2: 4,960 shares; 2025Q3: 4,500 shares; 2025Q4: 5,784 shares; 2026Q1: 6,842 shares 6,842 $713K 0.01% +1,058 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,494 shares; 2025Q2: 4,079 shares; 2025Q3: 4,128 shares; 2025Q4: 5,734 shares; 2026Q1: 5,524 shares 5,524 $713K 0.01% -210 Timeline GCC 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: 38 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,828 shares 29,828 $712K 0.01% new Timeline FXD 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: 11,037 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 11,034 shares; 2026Q1: 11,030 shares 11,030 $711K 0.01% -4 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 839 shares; 2025Q2: 935 shares; 2025Q3: 1,078 shares; 2025Q4: 1,830 shares; 2026Q1: 2,070 shares 2,070 $709K 0.01% +240 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 2,488 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares; 2025Q4: 3,582 shares; 2026Q1: 3,208 shares 3,208 $706K 0.01% -374 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 10,350 shares; 2025Q2: 6,617 shares; 2025Q3: 5,122 shares; 2025Q4: 5,241 shares; 2026Q1: 4,852 shares 4,852 $705K 0.01% -389 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,650 shares; 2025Q1: 13,855 shares; 2025Q2: 12,579 shares; 2025Q3: 37,278 shares; 2025Q4: 76,410 shares; 2026Q1: 65,484 shares 65,484 $705K 0.01% -10,926 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 5,860 shares; 2025Q2: 4,973 shares; 2025Q3: 6,214 shares; 2025Q4: 9,506 shares; 2026Q1: 9,754 shares 9,754 $702K 0.01% +248 Timeline TMFG 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: 26,910 shares; 2025Q1: 26,242 shares; 2025Q2: 26,242 shares; 2025Q3: 25,088 shares; 2025Q4: 26,113 shares; 2026Q1: 24,631 shares 24,631 $700K 0.01% -1,482 Timeline DDFO 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: 29,447 shares; 2026Q1: 32,558 shares 32,558 $700K 0.01% +3,111 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,219 shares; 2025Q1: 4,277 shares; 2025Q2: 4,322 shares; 2025Q3: 4,330 shares; 2025Q4: 5,569 shares; 2026Q1: 8,200 shares 8,200 $700K 0.01% +2,631 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,147 shares; 2025Q1: 9,168 shares; 2025Q2: 6,831 shares; 2025Q3: 18,198 shares; 2025Q4: 7,801 shares; 2026Q1: 9,123 shares 9,123 $700K 0.01% +1,322 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 17,327 shares; 2025Q2: 16,688 shares; 2025Q3: 16,046 shares; 2025Q4: 16,965 shares; 2026Q1: 16,050 shares 16,050 $698K 0.01% -915 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,046 shares; 2025Q2: 2 shares; 2025Q3: 3,062 shares; 2025Q4: 18,805 shares; 2026Q1: 33,907 shares 33,907 $698K 0.01% +15,102 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 2,545 shares; 2025Q2: 2,615 shares; 2025Q3: 2,748 shares; 2025Q4: 3,471 shares; 2026Q1: 3,665 shares 3,665 $697K 0.01% +194 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 3,113 shares; 2025Q2: 4,397 shares; 2025Q3: 4,643 shares; 2025Q4: 4,375 shares; 2026Q1: 4,053 shares 4,053 $694K 0.01% -322 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,722 shares; 2025Q1: 12,481 shares; 2025Q2: 11,944 shares; 2025Q3: 10,891 shares; 2025Q4: 10,922 shares; 2026Q1: 15,380 shares 15,380 $694K 0.01% +4,458 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,551 shares; 2025Q1: 2,385 shares; 2025Q2: 2,183 shares; 2025Q3: 4,277 shares; 2025Q4: 6,872 shares; 2026Q1: 10,138 shares 10,138 $693K 0.01% +3,266 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 607 shares; 2025Q2: 682 shares; 2025Q3: 755 shares; 2025Q4: 1,101 shares; 2026Q1: 2,507 shares 2,507 $691K 0.01% +1,406 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,305 shares; 2025Q1: 12,603 shares; 2025Q2: 12,603 shares; 2025Q3: 18,780 shares; 2025Q4: 25,240 shares; 2026Q1: 25,312 shares 25,312 $690K 0.01% +72 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,128 shares; 2025Q1: 9,085 shares; 2025Q2: 3,097 shares; 2025Q3: 3,849 shares; 2025Q4: 6,662 shares; 2026Q1: 7,240 shares 7,240 $688K 0.01% +578 Timeline IGOV 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: 6,505 shares; 2025Q2: 4,747 shares; 2025Q3: 13,943 shares; 2025Q4: 16,010 shares; 2026Q1: 16,709 shares 16,709 $688K 0.01% +699 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 3,896 shares; 2025Q2: 3,202 shares; 2025Q3: 3,272 shares; 2025Q4: 4,445 shares; 2026Q1: 6,483 shares 6,483 $687K 0.01% +2,038 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,177 shares; 2025Q1: 2,844 shares; 2025Q2: 2,665 shares; 2025Q3: 2,627 shares; 2025Q4: 3,715 shares; 2026Q1: 5,011 shares 5,011 $687K 0.01% +1,296 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 1,570 shares; 2025Q2: 4,189 shares; 2025Q3: 2,508 shares; 2025Q4: 3,170 shares; 2026Q1: 3,671 shares 3,671 $681K 0.01% +501 Timeline GSST 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: 392 shares; 2025Q1: 7,002 shares; 2025Q2: 17,370 shares; 2025Q3: 16,595 shares; 2025Q4: 16,905 shares; 2026Q1: 13,493 shares 13,493 $680K 0.01% -3,412 Timeline FLIA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,562 shares 33,562 $680K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 10,065 shares; 2025Q2: 10,068 shares; 2025Q3: 10,071 shares; 2025Q4: 41,184 shares; 2026Q1: 39,897 shares 39,897 $677K 0.01% -1,287 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 660 shares; 2025Q2: 801 shares; 2025Q3: 1,601 shares; 2025Q4: 12,392 shares; 2026Q1: 11,736 shares 11,736 $676K 0.01% -656 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 16,587 shares; 2025Q2: 10,607 shares; 2025Q3: 12,764 shares; 2025Q4: 17,428 shares; 2026Q1: 6,991 shares 6,991 $674K 0.01% -10,437 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 1,554 shares; 2025Q2: 2,387 shares; 2025Q3: 2,585 shares; 2025Q4: 3,725 shares; 2026Q1: 5,596 shares 5,596 $674K 0.01% +1,871 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,840 shares; 2026Q1: 44,994 shares 44,994 $674K 0.01% -21,846 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 243 shares; 2025Q2: 229 shares; 2025Q3: 2,136 shares; 2025Q4: 7,964 shares; 2026Q1: 9,441 shares 9,441 $669K 0.01% +1,477 Timeline XTRE 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: 6,354 shares; 2026Q1: 13,571 shares 13,571 $669K 0.01% +7,217 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,637 shares 5,637 $668K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 737 shares; 2025Q2: 860 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 1,236 shares 1,236 $663K 0.01% +351 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 435 shares; 2025Q2: 4,135 shares; 2025Q3: 4,567 shares; 2025Q4: 5,986 shares; 2026Q1: 6,909 shares 6,909 $663K 0.01% +923 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,595 shares; 2025Q1: 1,127 shares; 2025Q2: 955 shares; 2025Q3: 1,049 shares; 2025Q4: 1,656 shares; 2026Q1: 3,597 shares 3,597 $661K 0.01% +1,941 Timeline SLYG 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: 2,118 shares; 2025Q1: 7,093 shares; 2025Q2: 6,162 shares; 2025Q3: 6,826 shares; 2025Q4: 7,233 shares; 2026Q1: 6,776 shares 6,776 $661K 0.01% -457 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 295 shares; 2025Q2: 1,431 shares; 2025Q3: 2,839 shares; 2025Q4: 7,182 shares; 2026Q1: 11,682 shares 11,682 $660K 0.01% +4,500 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 5,038 shares; 2025Q2: 2,554 shares; 2025Q3: 1,729 shares; 2025Q4: 2,163 shares; 2026Q1: 16,424 shares 16,424 $659K 0.01% +14,261 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,592 shares 8,592 $658K 0.01% new Timeline QVMT 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: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 13,629 shares; 2025Q3: 11,828 shares; 2025Q4: 10,949 shares; 2026Q1: 10,962 shares 10,962 $657K 0.01% +13 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 514 shares; 2025Q2: 572 shares; 2025Q3: 835 shares; 2025Q4: 2,243 shares; 2026Q1: 1,667 shares 1,667 $656K 0.01% -576 Timeline PPA 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: 1,383 shares; 2025Q1: 1,378 shares; 2025Q2: 732 shares; 2025Q3: 817 shares; 2025Q4: 1,337 shares; 2026Q1: 3,863 shares 3,863 $655K 0.01% +2,526 Timeline EEMS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 3,213 shares; 2026Q1: 9,373 shares 9,373 $654K 0.01% +6,160 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,806 shares; 2025Q1: 4,336 shares; 2025Q2: 5,088 shares; 2025Q3: 5,585 shares; 2025Q4: 9,425 shares; 2026Q1: 7,968 shares 7,968 $653K 0.01% -1,457 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,943 shares; 2025Q1: 4,493 shares; 2025Q2: 5,228 shares; 2025Q3: 5,508 shares; 2025Q4: 7,687 shares; 2026Q1: 9,046 shares 9,046 $651K 0.01% +1,359 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,308 shares; 2025Q2: 2,306 shares; 2025Q3: 6,585 shares; 2025Q4: 6,446 shares; 2026Q1: 4,599 shares 4,599 $650K 0.01% -1,847 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,594 shares; 2025Q2: 3,756 shares; 2025Q3: 3,562 shares; 2025Q4: 3,543 shares; 2026Q1: 3,623 shares 3,623 $650K 0.01% +80 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 214 shares; 2025Q3: 1,159 shares; 2025Q4: 1,668 shares; 2026Q1: 15,198 shares 15,198 $648K 0.01% +13,530 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,587 shares; 2025Q1: 2,545 shares; 2025Q2: 1,548 shares; 2025Q3: 2,346 shares; 2025Q4: 5,604 shares; 2026Q1: 7,455 shares 7,455 $647K 0.01% +1,851 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 4,002 shares; 2025Q2: 4,588 shares; 2025Q3: 4,684 shares; 2025Q4: 4,275 shares; 2026Q1: 3,558 shares 3,558 $646K 0.01% -717 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 356 shares; 2025Q2: 191 shares; 2025Q3: 1,480 shares; 2025Q4: 1,181 shares; 2026Q1: 1,168 shares 1,168 $645K 0.01% -13 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 706 shares; 2025Q2: 3,451 shares; 2025Q3: 4,513 shares; 2025Q4: 4,590 shares; 2026Q1: 4,998 shares 4,998 $645K 0.01% +408 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,885 shares; 2025Q1: 46,785 shares; 2025Q2: 48,144 shares; 2025Q3: 43,580 shares; 2025Q4: 36,520 shares; 2026Q1: 83,500 shares 83,500 $643K 0.01% +46,980 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,734 shares; 2025Q1: 19,849 shares; 2025Q2: 18,922 shares; 2025Q3: 15,334 shares; 2025Q4: 20,170 shares; 2026Q1: 29,121 shares 29,121 $642K 0.01% +8,951 Timeline QJUN 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: 19,965 shares; 2025Q3: 19,965 shares; 2025Q4: 20,311 shares; 2026Q1: 20,311 shares 20,311 $641K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,061 shares; 2025Q1: 2,751 shares; 2025Q2: 2,880 shares; 2025Q3: 2,799 shares; 2025Q4: 3,300 shares; 2026Q1: 3,438 shares 3,438 $641K 0.01% +138 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,762 shares; 2025Q2: 2,338 shares; 2025Q3: 2,142 shares; 2025Q4: 2,520 shares; 2026Q1: 3,192 shares 3,192 $637K 0.01% +672 Timeline KSLV KURV ETF TR More: the full row for KURV 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: 18,249 shares 18,249 $637K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 2,903 shares; 2025Q2: 3,437 shares; 2025Q3: 3,493 shares; 2025Q4: 3,669 shares; 2026Q1: 2,788 shares 2,788 $637K 0.01% -881 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 240 shares; 2025Q2: 341 shares; 2025Q3: 370 shares; 2025Q4: 402 shares; 2026Q1: 336 shares 336 $637K 0.01% -66 Timeline IMFL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,826 shares 19,826 $635K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,583 shares; 2025Q2: 3,429 shares; 2025Q3: 6,656 shares; 2025Q4: 7,804 shares; 2026Q1: 8,424 shares 8,424 $635K 0.01% +620 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,068 shares; 2025Q1: 13,459 shares; 2025Q2: 13,195 shares; 2025Q3: 9,767 shares; 2025Q4: 8,025 shares; 2026Q1: 6,979 shares 6,979 $632K 0.01% -1,046 Timeline ZMAY 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: 24,655 shares; 2025Q4: 24,655 shares; 2026Q1: 24,655 shares 24,655 $631K 0.01% 0 Timeline GSIE 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: 14,954 shares; 2025Q2: 7,896 shares; 2025Q3: 6,585 shares; 2025Q4: 10,756 shares; 2026Q1: 14,392 shares 14,392 $630K 0.01% +3,636 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 231 shares; 2025Q2: 14,759 shares; 2025Q3: 15,111 shares; 2025Q4: 14,978 shares; 2026Q1: 15,113 shares 15,113 $630K 0.01% +135 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,438 shares; 2025Q1: 22,886 shares; 2025Q2: 25,920 shares; 2025Q3: 28,704 shares; 2025Q4: 23,187 shares; 2026Q1: 18,842 shares 18,842 $626K 0.01% -4,345 Timeline FIDU 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: 9 shares; 2025Q1: 29 shares; 2025Q2: 9 shares; 2025Q3: 2,656 shares; 2025Q4: 2,888 shares; 2026Q1: 7,113 shares 7,113 $626K 0.01% +4,225 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 306 shares; 2025Q2: 316 shares; 2025Q3: 12,451 shares; 2025Q4: 13,383 shares; 2026Q1: 8,105 shares 8,105 $625K 0.01% -5,278 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,940 shares; 2025Q1: 5,599 shares; 2025Q2: 10,153 shares; 2025Q3: 11,085 shares; 2025Q4: 15,356 shares; 2026Q1: 19,505 shares 19,505 $625K 0.01% +4,149 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 18,955 shares 18,955 $624K 0.01% new Timeline IEV 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: 7,904 shares; 2025Q1: 5,808 shares; 2025Q2: 5,811 shares; 2025Q3: 5,750 shares; 2025Q4: 5,950 shares; 2026Q1: 9,046 shares 9,046 $624K 0.01% +3,096 Timeline SPHD 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: 9,883 shares; 2025Q1: 9,946 shares; 2025Q2: 9,112 shares; 2025Q3: 11,465 shares; 2025Q4: 12,601 shares; 2026Q1: 12,606 shares 12,606 $623K 0.01% +5 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: 3,100 shares; 2025Q2: 3,680 shares; 2025Q3: 3,385 shares; 2025Q4: 4,377 shares; 2026Q1: 9,960 shares 9,960 $621K 0.01% +5,583 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 6,237 shares; 2025Q2: 3,963 shares; 2025Q3: 5,426 shares; 2025Q4: 5,030 shares; 2026Q1: 4,943 shares 4,943 $620K 0.01% -87 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 886 shares; 2025Q2: 12,093 shares; 2025Q3: 10,603 shares; 2025Q4: 12,562 shares; 2026Q1: 12,888 shares 12,888 $620K 0.01% +326 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,024 shares; 2025Q1: 66,265 shares; 2025Q2: 60,409 shares; 2025Q3: 44,929 shares; 2025Q4: 37,125 shares; 2026Q1: 32,447 shares 32,447 $620K 0.01% -4,678 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 95,999 shares; 2025Q3: 111,176 shares; 2025Q4: 124,563 shares; 2026Q1: 150,216 shares 150,216 $617K 0.01% +25,653 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,454 shares 24,454 $616K 0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,002 shares; 2026Q1: 6,897 shares 6,897 $612K 0.01% +1,895 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,136 shares; 2025Q1: 12,687 shares; 2025Q2: 14,219 shares; 2025Q3: 15,060 shares; 2025Q4: 17,903 shares; 2026Q1: 25,922 shares 25,922 $611K 0.01% +8,019 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,635 shares; 2025Q1: 4,046 shares; 2025Q2: 6,161 shares; 2025Q3: 5,903 shares; 2025Q4: 7,618 shares; 2026Q1: 9,825 shares 9,825 $611K 0.01% +2,207 Timeline DFSE 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: 15,957 shares; 2025Q1: 15,957 shares; 2025Q2: 16,222 shares; 2025Q3: 16,222 shares; 2025Q4: 13,003 shares; 2026Q1: 14,288 shares 14,288 $610K 0.01% +1,285 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 1,975 shares; 2025Q2: 2,029 shares; 2025Q3: 1,836 shares; 2025Q4: 1,704 shares; 2026Q1: 1,991 shares 1,991 $610K 0.01% +287 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 22,319 shares; 2025Q2: 25,339 shares; 2025Q3: 19,194 shares; 2025Q4: 14,626 shares; 2026Q1: 11,349 shares 11,349 $609K 0.01% -3,277 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515 shares; 2025Q1: 351 shares; 2025Q2: 181 shares; 2025Q3: 178 shares; 2025Q4: 5,692 shares; 2026Q1: 16,420 shares 16,420 $609K 0.01% +10,728 Timeline DFEB 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: 603 shares; 2025Q1: 27,742 shares; 2025Q2: 31,572 shares; 2025Q3: 22,967 shares; 2025Q4: 16,479 shares; 2026Q1: 12,742 shares 12,742 $607K 0.01% -3,737 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,682 shares; 2025Q2: 1,412 shares; 2025Q3: 8,200 shares; 2025Q4: 13,791 shares; 2026Q1: 14,259 shares 14,259 $605K 0.01% +468 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 110 shares; 2025Q4: 71,675 shares; 2026Q1: 72,081 shares 72,081 $605K 0.01% +406 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 119 shares; 2025Q2: 558 shares; 2025Q3: 879 shares; 2025Q4: 941 shares; 2026Q1: 23,414 shares 23,414 $603K 0.01% +22,473 Timeline EDOW 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: not reported; 2025Q4: not reported; 2026Q1: 14,866 shares 14,866 $602K 0.01% new Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A 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: 82,137 shares 82,137 $601K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 3,095 shares; 2025Q4: 3,337 shares; 2026Q1: 4,469 shares 4,469 $600K 0.01% +1,132 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 2,153 shares; 2025Q2: 2,142 shares; 2025Q3: 2,442 shares; 2025Q4: 3,160 shares; 2026Q1: 3,069 shares 3,069 $600K 0.01% -91 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 460 shares; 2025Q2: 474 shares; 2025Q3: 585 shares; 2025Q4: 1,178 shares; 2026Q1: 1,199 shares 1,199 $600K 0.01% +21 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 1,255 shares; 2025Q2: 3,889 shares; 2025Q3: 4,849 shares; 2025Q4: 8,186 shares; 2026Q1: 7,300 shares 7,300 $600K 0.01% -886 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 213 shares; 2025Q2: 3,613 shares; 2025Q3: 5,611 shares; 2025Q4: 6,187 shares; 2026Q1: 6,759 shares 6,759 $598K 0.01% +572 Timeline NVBW 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: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 17,886 shares; 2026Q1: 17,886 shares 17,886 $598K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 980 shares; 2025Q1: 2,291 shares; 2025Q2: 2,674 shares; 2025Q3: 3,440 shares; 2025Q4: 5,515 shares; 2026Q1: 4,872 shares 4,872 $597K 0.01% -643 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 465 shares; 2025Q2: 1,381 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 6,464 shares 6,464 $595K 0.01% +5,263 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,451 shares; 2025Q1: 7,300 shares; 2025Q2: 9,145 shares; 2025Q3: 9,187 shares; 2025Q4: 10,120 shares; 2026Q1: 6,537 shares 6,537 $595K 0.01% -3,583 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 5,234 shares; 2025Q3: 4,529 shares; 2025Q4: 4,438 shares; 2026Q1: 4,332 shares 4,332 $593K 0.01% -106 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,171 shares; 2025Q1: 11,252 shares; 2025Q2: 8,349 shares; 2025Q3: 7,850 shares; 2025Q4: 6,634 shares; 2026Q1: 6,307 shares 6,307 $593K 0.01% -327 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 2,946 shares; 2025Q2: 5,023 shares; 2025Q3: 6,645 shares; 2025Q4: 9,071 shares; 2026Q1: 6,451 shares 6,451 $593K 0.01% -2,620 Timeline IYF 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: 108 shares; 2025Q1: 2,188 shares; 2025Q2: 1,034 shares; 2025Q3: 946 shares; 2025Q4: 2,877 shares; 2026Q1: 5,016 shares 5,016 $592K 0.01% +2,139 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 1,568 shares; 2026Q1: 36,321 shares 36,321 $592K 0.01% +34,753 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS 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: 27,231 shares; 2025Q4: 21,954 shares; 2026Q1: 21,954 shares 21,954 $592K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,213 shares; 2025Q1: 1,212 shares; 2025Q2: 1,166 shares; 2025Q3: 1,218 shares; 2025Q4: 1,392 shares; 2026Q1: 1,973 shares 1,973 $592K 0.01% +581 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,692 shares; 2025Q1: 4,282 shares; 2025Q2: 10,270 shares; 2025Q3: 12,558 shares; 2025Q4: 11,885 shares; 2026Q1: 5,618 shares 5,618 $591K 0.01% -6,267 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,605 shares; 2025Q2: 1,865 shares; 2025Q3: 1,715 shares; 2025Q4: 1,884 shares; 2026Q1: 1,571 shares 1,571 $590K 0.01% -313 Timeline VIDI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,178 shares 16,178 $589K 0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,596 shares; 2025Q1: 3,536 shares; 2025Q2: 4,417 shares; 2025Q3: 4,777 shares; 2025Q4: 5,228 shares; 2026Q1: 4,956 shares 4,956 $589K 0.01% -272 Timeline TPSC 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: 557 shares; 2025Q4: 960 shares; 2026Q1: 13,775 shares 13,775 $589K 0.01% +12,815 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,035 shares; 2025Q1: 11,055 shares; 2025Q2: 14,148 shares; 2025Q3: 15,269 shares; 2025Q4: 22,921 shares; 2026Q1: 43,117 shares 43,117 $588K 0.01% +20,196 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,447 shares; 2025Q1: 8,522 shares; 2025Q2: 9,076 shares; 2025Q3: 8,738 shares; 2025Q4: 10,738 shares; 2026Q1: 9,616 shares 9,616 $587K 0.01% -1,122 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,829 shares; 2025Q1: 4,846 shares; 2025Q2: 69,878 shares; 2025Q3: 13,190 shares; 2025Q4: 5,210 shares; 2026Q1: 6,186 shares 6,186 $587K 0.01% +976 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,358 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares; 2025Q4: 5,423 shares; 2026Q1: 5,423 shares 5,423 $586K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,661 shares; 2025Q1: 2,040 shares; 2025Q2: 2,382 shares; 2025Q3: 3,498 shares; 2025Q4: 5,068 shares; 2026Q1: 5,309 shares 5,309 $585K 0.01% +241 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 3,436 shares; 2025Q2: 4,474 shares; 2025Q3: 5,748 shares; 2025Q4: 6,398 shares; 2026Q1: 7,046 shares 7,046 $584K 0.01% +648 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,989 shares; 2025Q1: 1,811 shares; 2025Q2: 2,228 shares; 2025Q3: 2,274 shares; 2025Q4: 2,955 shares; 2026Q1: 5,090 shares 5,090 $583K 0.01% +2,135 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,112 shares; 2025Q1: 6,940 shares; 2025Q2: 4,444 shares; 2025Q3: 2,808 shares; 2025Q4: 7,142 shares; 2026Q1: 9,057 shares 9,057 $582K 0.01% +1,915 Timeline TPIF 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: not reported; 2025Q4: 161 shares; 2026Q1: 15,942 shares 15,942 $582K 0.01% +15,781 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 131 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 266 shares; 2026Q1: 305 shares 305 $580K 0.01% +39 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 24,866 shares; 2025Q2: 22,573 shares; 2025Q3: 23,415 shares; 2025Q4: 25,806 shares; 2026Q1: 23,847 shares 23,847 $580K 0.01% -1,959 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 3,307 shares; 2025Q2: 3,328 shares; 2025Q3: 3,348 shares; 2025Q4: 45,780 shares; 2026Q1: 49,158 shares 49,158 $578K 0.01% +3,378 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,304 shares; 2025Q1: 7,376 shares; 2025Q2: 8,018 shares; 2025Q3: 8,192 shares; 2025Q4: 9,648 shares; 2026Q1: 12,477 shares 12,477 $577K 0.01% +2,829 Timeline CGW 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: 815 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,807 shares; 2025Q4: 8,547 shares; 2026Q1: 8,920 shares 8,920 $576K 0.01% +373 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 1,316 shares; 2025Q2: 1,459 shares; 2025Q3: 1,947 shares; 2025Q4: 3,322 shares; 2026Q1: 3,802 shares 3,802 $575K 0.01% +480 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 9,667 shares; 2025Q2: 8,853 shares; 2025Q3: 8,458 shares; 2025Q4: 12,110 shares; 2026Q1: 15,941 shares 15,941 $575K 0.01% +3,831 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 18,497 shares 18,497 $575K 0.01% +18,331 Timeline NEAR 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: 5,065 shares; 2025Q1: 5,065 shares; 2025Q2: 4,948 shares; 2025Q3: 5,356 shares; 2025Q4: 11,283 shares; 2026Q1: 11,323 shares 11,323 $574K 0.01% +40 Timeline CATF 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: 8,629 shares; 2026Q1: 11,444 shares 11,444 $572K 0.01% +2,815 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,812 shares; 2025Q1: 1,825 shares; 2025Q2: 5,414 shares; 2025Q3: 16,029 shares; 2025Q4: 31,819 shares; 2026Q1: 23,637 shares 23,637 $571K 0.01% -8,182 Timeline EWY 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: 578 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 1,650 shares; 2025Q4: 2,104 shares; 2026Q1: 4,494 shares 4,494 $567K 0.01% +2,390 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,395 shares; 2025Q1: 17,801 shares; 2025Q2: 12,997 shares; 2025Q3: 13,900 shares; 2025Q4: 24,442 shares; 2026Q1: 22,796 shares 22,796 $566K 0.01% -1,646 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,173 shares; 2025Q1: 6,769 shares; 2025Q2: 28,803 shares; 2025Q3: 19,284 shares; 2025Q4: 11,712 shares; 2026Q1: 14,007 shares 14,007 $566K 0.01% +2,295 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,400 shares; 2025Q1: 1,787 shares; 2025Q2: 1,803 shares; 2025Q3: 1,931 shares; 2025Q4: 2,584 shares; 2026Q1: 2,822 shares 2,822 $565K 0.01% +238 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 467 shares; 2025Q3: 141 shares; 2025Q4: 8,250 shares; 2026Q1: 7,983 shares 7,983 $564K 0.01% -267 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 423 shares; 2025Q2: 493 shares; 2025Q3: 646 shares; 2025Q4: 890 shares; 2026Q1: 941 shares 941 $564K 0.01% +51 Timeline AVIV 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: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 7,979 shares; 2026Q1: 7,416 shares 7,416 $562K 0.01% -563 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 7,595 shares; 2025Q2: 21,195 shares; 2025Q3: 26,912 shares; 2025Q4: 31,073 shares; 2026Q1: 30,530 shares 30,530 $561K 0.01% -543 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,268 shares; 2025Q1: 11,970 shares; 2025Q2: 10,639 shares; 2025Q3: 13,844 shares; 2025Q4: 11,495 shares; 2026Q1: 12,894 shares 12,894 $560K 0.01% +1,399 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,588 shares; 2025Q2: 5,087 shares; 2025Q3: 7,719 shares; 2025Q4: 8,536 shares; 2026Q1: 12,008 shares 12,008 $559K 0.01% +3,472 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,369 shares; 2025Q1: 2,923 shares; 2025Q2: 6,054 shares; 2025Q3: 6,532 shares; 2025Q4: 4,606 shares; 2026Q1: 5,841 shares 5,841 $558K 0.01% +1,235 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 18,373 shares; 2025Q2: 16,702 shares; 2025Q3: 10,454 shares; 2025Q4: 7,611 shares; 2026Q1: 5,562 shares 5,562 $556K 0.01% -2,049 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 1,821 shares; 2025Q2: 2,468 shares; 2025Q3: 2,967 shares; 2025Q4: 7,990 shares; 2026Q1: 8,631 shares 8,631 $555K 0.01% +641 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,168 shares; 2026Q1: 13,955 shares 13,955 $555K 0.01% +787 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 549 shares; 2025Q3: 990 shares; 2025Q4: 1,093 shares; 2026Q1: 1,142 shares 1,142 $553K 0.01% +49 Timeline BJUL 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: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 11,065 shares; 2026Q1: 11,065 shares 11,065 $552K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,853 shares; 2025Q1: 2,052 shares; 2025Q2: 2,323 shares; 2025Q3: 3,814 shares; 2025Q4: 3,892 shares; 2026Q1: 4,651 shares 4,651 $552K 0.01% +759 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 1,270 shares; 2025Q4: 5,283 shares; 2026Q1: 7,240 shares 7,240 $552K 0.01% +1,957 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,676 shares; 2025Q1: 13,481 shares; 2025Q2: 10,421 shares; 2025Q3: 8,810 shares; 2025Q4: 9,813 shares; 2026Q1: 11,089 shares 11,089 $550K 0.01% +1,276 Timeline ISMD 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: 13,658 shares 13,658 $550K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,228 shares; 2025Q2: 1,056 shares; 2025Q3: 1,798 shares; 2025Q4: 1,810 shares; 2026Q1: 1,961 shares 1,961 $549K 0.01% +151 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,508 shares; 2025Q1: 9,597 shares; 2025Q2: 23,873 shares; 2025Q3: 7,423 shares; 2025Q4: 6,949 shares; 2026Q1: 6,780 shares 6,780 $549K 0.01% -169 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 4,826 shares; 2025Q2: 39,019 shares; 2025Q3: 21,031 shares; 2025Q4: 19,613 shares; 2026Q1: 21,602 shares 21,602 $549K 0.01% +1,989 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,199 shares; 2025Q1: 5,597 shares; 2025Q2: 5,244 shares; 2025Q3: 5,145 shares; 2025Q4: 4,135 shares; 2026Q1: 4,952 shares 4,952 $549K 0.01% +817 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 613 shares; 2025Q2: 1,027 shares; 2025Q3: 1,493 shares; 2025Q4: 1,630 shares; 2026Q1: 1,632 shares 1,632 $547K 0.01% +2 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 98,332 shares; 2025Q4: 100,657 shares; 2026Q1: 53,152 shares 53,152 $545K 0.01% -47,505 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: not reported; 2026Q1: 77,505 shares 77,505 $545K 0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,155 shares; 2025Q1: 16,543 shares; 2025Q2: 16,288 shares; 2025Q3: 13,756 shares; 2025Q4: 14,521 shares; 2026Q1: 17,126 shares 17,126 $544K 0.01% +2,605 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 15,987 shares; 2025Q2: 17,001 shares; 2025Q3: 16,237 shares; 2025Q4: 17,940 shares; 2026Q1: 16,963 shares 16,963 $543K 0.01% -977 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,041 shares; 2025Q2: 959 shares; 2025Q3: 970 shares; 2025Q4: 1,538 shares; 2026Q1: 1,633 shares 1,633 $542K 0.01% +95 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,972 shares; 2025Q1: 3,685 shares; 2025Q2: 2,892 shares; 2025Q3: 3,637 shares; 2025Q4: 4,984 shares; 2026Q1: 8,286 shares 8,286 $542K 0.01% +3,302 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 4,565 shares; 2025Q2: 3,358 shares; 2025Q3: 6,522 shares; 2025Q4: 6,150 shares; 2026Q1: 5,305 shares 5,305 $540K 0.01% -845 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 8,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $539K 0.01% 0 Timeline JANJ 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: 915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,085 shares 22,085 $537K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,467 shares; 2025Q1: 6,514 shares; 2025Q2: 29,088 shares; 2025Q3: 31,297 shares; 2025Q4: 13,334 shares; 2026Q1: 16,256 shares 16,256 $537K 0.01% +2,922 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 863 shares; 2025Q2: 440 shares; 2025Q3: 870 shares; 2025Q4: 6,842 shares; 2026Q1: 9,230 shares 9,230 $536K 0.01% +2,388 Timeline XLRE 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: 1,699 shares; 2025Q1: 6,419 shares; 2025Q2: 5,970 shares; 2025Q3: 6,198 shares; 2025Q4: 5,276 shares; 2026Q1: 13,054 shares 13,054 $535K 0.01% +7,778 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,762 shares; 2025Q1: 4,099 shares; 2025Q2: 4,034 shares; 2025Q3: 5,933 shares; 2025Q4: 17,169 shares; 2026Q1: 24,453 shares 24,453 $534K 0.01% +7,284 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,328 shares; 2025Q1: 2,746 shares; 2025Q2: 4,137 shares; 2025Q3: 9,029 shares; 2025Q4: 14,278 shares; 2026Q1: 21,421 shares 21,421 $533K 0.01% +7,143 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES 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: 16,723 shares 16,723 $533K 0.01% new Timeline EOS 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: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 2,515 shares; 2026Q1: 25,553 shares 25,553 $533K 0.01% +23,038 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 3,455 shares; 2025Q2: 3,105 shares; 2025Q3: 3,402 shares; 2025Q4: 7,034 shares; 2026Q1: 7,186 shares 7,186 $531K 0.01% +152 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 2,475 shares; 2025Q2: 2,346 shares; 2025Q3: 2,401 shares; 2025Q4: 2,411 shares; 2026Q1: 2,379 shares 2,379 $530K 0.01% -32 Timeline VTC 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: not reported; 2025Q1: 4,158 shares; 2025Q2: 4,140 shares; 2025Q3: 4,180 shares; 2025Q4: 4,912 shares; 2026Q1: 6,906 shares 6,906 $529K <0.01% +1,994 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 1,039 shares; 2025Q4: 1,571 shares; 2026Q1: 1,631 shares 1,631 $528K <0.01% +60 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,194 shares; 2025Q1: 2,877 shares; 2025Q2: 2,798 shares; 2025Q3: 2,989 shares; 2025Q4: 2,760 shares; 2026Q1: 3,683 shares 3,683 $525K <0.01% +923 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,552 shares; 2025Q1: 11,978 shares; 2025Q2: 9,724 shares; 2025Q3: 10,656 shares; 2025Q4: 15,385 shares; 2026Q1: 15,467 shares 15,467 $525K <0.01% +82 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,418 shares; 2025Q1: 3,977 shares; 2025Q2: 5,260 shares; 2025Q3: 7,846 shares; 2025Q4: 21,512 shares; 2026Q1: 20,997 shares 20,997 $524K <0.01% -515 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,525 shares; 2025Q1: 24,961 shares; 2025Q2: 24,853 shares; 2025Q3: 30,019 shares; 2025Q4: 22,277 shares; 2026Q1: 18,520 shares 18,520 $524K <0.01% -3,757 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,635 shares; 2025Q1: 6,241 shares; 2025Q2: 5,918 shares; 2025Q3: 6,128 shares; 2025Q4: 5,905 shares; 2026Q1: 6,078 shares 6,078 $523K <0.01% +173 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,830 shares; 2025Q1: 8,610 shares; 2025Q2: 8,570 shares; 2025Q3: 7,800 shares; 2025Q4: 14,039 shares; 2026Q1: 14,207 shares 14,207 $523K <0.01% +168 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,599 shares; 2025Q1: 15,772 shares; 2025Q2: 7,107 shares; 2025Q3: 8,234 shares; 2025Q4: 8,823 shares; 2026Q1: 14,690 shares 14,690 $522K <0.01% +5,867 Timeline HYD 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: 1,604 shares; 2025Q1: 1,669 shares; 2025Q2: 1,826 shares; 2025Q3: 10,897 shares; 2025Q4: 12,697 shares; 2026Q1: 10,360 shares 10,360 $522K <0.01% -2,337 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,456 shares; 2025Q1: 3,333 shares; 2025Q2: 3,680 shares; 2025Q3: 2,063 shares; 2025Q4: 2,443 shares; 2026Q1: 2,919 shares 2,919 $522K <0.01% +476 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 245 shares; 2025Q2: 1,664 shares; 2025Q3: 1,893 shares; 2025Q4: 3,063 shares; 2026Q1: 5,030 shares 5,030 $521K <0.01% +1,967 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 73,798 shares; 2025Q2: 904 shares; 2025Q3: 12,319 shares; 2025Q4: 12,365 shares; 2026Q1: 12,391 shares 12,391 $521K <0.01% +26 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,223 shares; 2025Q1: 56,266 shares; 2025Q2: 25,950 shares; 2025Q3: 24,220 shares; 2025Q4: 26,283 shares; 2026Q1: 20,449 shares 20,449 $519K <0.01% -5,834 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 2,296 shares; 2025Q2: 2,521 shares; 2025Q3: 2,824 shares; 2025Q4: 4,263 shares; 2026Q1: 4,098 shares 4,098 $519K <0.01% -165 Timeline MYCH 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: not reported; 2025Q4: 32,109 shares; 2026Q1: 20,830 shares 20,830 $518K <0.01% -11,279 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 1,174 shares; 2025Q2: 1,229 shares; 2025Q3: 1,104 shares; 2025Q4: 1,167 shares; 2026Q1: 1,432 shares 1,432 $518K <0.01% +265 Timeline BIBL 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: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,296 shares; 2026Q1: 10,841 shares 10,841 $517K <0.01% +9,545 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 189 shares; 2025Q2: 693 shares; 2025Q3: 645 shares; 2025Q4: 1,875 shares; 2026Q1: 3,585 shares 3,585 $514K <0.01% +1,710 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,005 shares; 2025Q1: 1,231 shares; 2025Q2: 1,893 shares; 2025Q3: 5,083 shares; 2025Q4: 7,129 shares; 2026Q1: 7,908 shares 7,908 $513K <0.01% +779 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,129 shares; 2025Q1: 20,908 shares; 2025Q2: 25,091 shares; 2025Q3: 32,324 shares; 2025Q4: 59,897 shares; 2026Q1: 61,221 shares 61,221 $513K <0.01% +1,324 Timeline ZJAN 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: 19,365 shares; 2025Q3: 19,365 shares; 2025Q4: 19,365 shares; 2026Q1: 18,794 shares 18,794 $513K <0.01% -571 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 1,442 shares; 2025Q2: 1,620 shares; 2025Q3: 1,974 shares; 2025Q4: 3,460 shares; 2026Q1: 8,097 shares 8,097 $512K <0.01% +4,637 Timeline BUFG 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: 1,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,068 shares; 2026Q1: 18,965 shares 18,965 $512K <0.01% -103 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 459 shares; 2025Q2: 509 shares; 2025Q3: 2,770 shares; 2025Q4: 2,576 shares; 2026Q1: 2,402 shares 2,402 $511K <0.01% -174 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 5,824 shares; 2025Q4: 7,470 shares; 2026Q1: 16,519 shares 16,519 $511K <0.01% +9,049 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 17,201 shares; 2025Q4: 17,282 shares; 2026Q1: 6,180 shares 6,180 $509K <0.01% -11,102 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,300 shares; 2025Q1: 6,858 shares; 2025Q2: 7,528 shares; 2025Q3: 8,069 shares; 2025Q4: 10,116 shares; 2026Q1: 10,070 shares 10,070 $509K <0.01% -46 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 228 shares; 2025Q2: 316 shares; 2025Q3: 335 shares; 2025Q4: 2,605 shares; 2026Q1: 2,385 shares 2,385 $509K <0.01% -220 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,177 shares; 2025Q2: 2,746 shares; 2025Q3: 5,210 shares; 2025Q4: 8,835 shares; 2026Q1: 6,299 shares 6,299 $508K <0.01% -2,536 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 695 shares; 2025Q2: 552 shares; 2025Q3: 605 shares; 2025Q4: 939 shares; 2026Q1: 941 shares 941 $505K <0.01% +2 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 7,739 shares; 2026Q1: 6,897 shares 6,897 $503K <0.01% -842 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 19,024 shares 19,024 $502K <0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,316 shares; 2025Q2: 1,220 shares; 2025Q3: 640 shares; 2025Q4: 1,311 shares; 2026Q1: 2,011 shares 2,011 $502K <0.01% +700 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 5,162 shares; 2025Q2: 6,927 shares; 2025Q3: 13,291 shares; 2025Q4: 14,613 shares; 2026Q1: 12,087 shares 12,087 $502K <0.01% -2,526 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 2,938 shares; 2025Q2: 2,656 shares; 2025Q3: 2,864 shares; 2025Q4: 2,643 shares; 2026Q1: 2,538 shares 2,538 $502K <0.01% -105 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,184 shares; 2025Q1: 33,181 shares; 2025Q2: 33,173 shares; 2025Q3: 36,002 shares; 2025Q4: 35,189 shares; 2026Q1: 35,249 shares 35,249 $502K <0.01% +60 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 737 shares; 2025Q1: 1,312 shares; 2025Q2: 1,376 shares; 2025Q3: 1,558 shares; 2025Q4: 3,376 shares; 2026Q1: 2,596 shares 2,596 $501K <0.01% -780 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,174 shares; 2025Q1: 7,734 shares; 2025Q2: 5,899 shares; 2025Q3: 7,171 shares; 2025Q4: 12,948 shares; 2026Q1: 14,307 shares 14,307 $501K <0.01% +1,359 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 108 shares; 2025Q2: 740 shares; 2025Q3: 1,314 shares; 2025Q4: 1,891 shares; 2026Q1: 1,743 shares 1,743 $500K <0.01% -148 Timeline GVI 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: 357 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 2,000 shares; 2026Q1: 4,702 shares 4,702 $500K <0.01% +2,702 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 307 shares; 2025Q2: 2,140 shares; 2025Q3: 3,754 shares; 2025Q4: 4,035 shares; 2026Q1: 5,995 shares 5,995 $500K <0.01% +1,960 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,471 shares; 2025Q2: 1,566 shares; 2025Q3: 3,130 shares; 2025Q4: 5,209 shares; 2026Q1: 5,563 shares 5,563 $497K <0.01% +354 Timeline AVLC 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: 5,753 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,973 shares; 2026Q1: 6,344 shares 6,344 $497K <0.01% +371 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 812 shares; 2025Q2: 963 shares; 2025Q3: 1,291 shares; 2025Q4: 1,591 shares; 2026Q1: 1,878 shares 1,878 $497K <0.01% +287 Timeline DVOL 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: 1,025 shares; 2025Q1: 75,000 shares; 2025Q2: 77,048 shares; 2025Q3: 76,568 shares; 2025Q4: 73,494 shares; 2026Q1: 14,200 shares 14,200 $496K <0.01% -59,294 Timeline ZJUL 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: 7,238 shares; 2025Q4: 15,556 shares; 2026Q1: 17,031 shares 17,031 $495K <0.01% +1,475 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,308 shares; 2026Q1: 19,959 shares 19,959 $495K <0.01% -11,349 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,983 shares; 2025Q2: 19,739 shares; 2025Q3: 24,987 shares; 2025Q4: 40,302 shares; 2026Q1: 44,878 shares 44,878 $495K <0.01% +4,576 Timeline GQRE 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: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 8,184 shares 8,184 $494K <0.01% +7,814 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 147 shares; 2025Q2: 2,238 shares; 2025Q3: 2,240 shares; 2025Q4: 2,242 shares; 2026Q1: 9,858 shares 9,858 $494K <0.01% +7,616 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,376 shares; 2025Q1: 6,211 shares; 2025Q2: 6,715 shares; 2025Q3: 11,893 shares; 2025Q4: 13,296 shares; 2026Q1: 8,812 shares 8,812 $493K <0.01% -4,484 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 38 shares; 2025Q2: 3,956 shares; 2025Q3: 884 shares; 2025Q4: 2,373 shares; 2026Q1: 2,424 shares 2,424 $493K <0.01% +51 Timeline BTCI 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: 14,511 shares; 2026Q1: 14,988 shares 14,988 $492K <0.01% +477 Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 20 shares; 2025Q4: 69 shares; 2026Q1: 145,010 shares 145,010 $492K <0.01% +144,941 Timeline UPRO 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: 900 shares; 2025Q1: 287 shares; 2025Q2: 2,033 shares; 2025Q3: 3,052 shares; 2025Q4: 3,193 shares; 2026Q1: 4,954 shares 4,954 $491K <0.01% +1,761 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,128 shares; 2025Q1: 3,813 shares; 2025Q2: 5,145 shares; 2025Q3: 5,549 shares; 2025Q4: 19,083 shares; 2026Q1: 19,192 shares 19,192 $490K <0.01% +109 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,735 shares; 2025Q1: 4,453 shares; 2025Q2: 976 shares; 2025Q3: 1,756 shares; 2025Q4: 2,372 shares; 2026Q1: 3,833 shares 3,833 $490K <0.01% +1,461 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515 shares; 2025Q1: 4,827 shares; 2025Q2: 8,089 shares; 2025Q3: 8,916 shares; 2025Q4: 9,684 shares; 2026Q1: 10,144 shares 10,144 $489K <0.01% +460 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,495 shares; 2025Q2: 1,809 shares; 2025Q3: 1,955 shares; 2025Q4: 2,828 shares; 2026Q1: 3,646 shares 3,646 $488K <0.01% +818 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,056 shares; 2025Q1: 8,610 shares; 2025Q2: 7,568 shares; 2025Q3: 6,933 shares; 2025Q4: 7,876 shares; 2026Q1: 8,941 shares 8,941 $487K <0.01% +1,065 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 12,270 shares; 2025Q4: 13,588 shares; 2026Q1: 18,544 shares 18,544 $485K <0.01% +4,956 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 4,751 shares; 2025Q2: 5,946 shares; 2025Q3: 5,356 shares; 2025Q4: 4,988 shares; 2026Q1: 4,625 shares 4,625 $485K <0.01% -363 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 16,973 shares; 2026Q1: 17,806 shares 17,806 $484K <0.01% +833 Timeline RWR 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: 108 shares; 2025Q1: 28 shares; 2025Q2: 195 shares; 2025Q3: 26 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares 4,764 $484K <0.01% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,016 shares; 2025Q1: 7,186 shares; 2025Q2: 7,586 shares; 2025Q3: 5,995 shares; 2025Q4: 7,270 shares; 2026Q1: 6,277 shares 6,277 $484K <0.01% -993 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,499 shares; 2026Q1: 19,570 shares 19,570 $483K <0.01% -11,929 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,613 shares; 2025Q1: 6,754 shares; 2025Q2: 8,150 shares; 2025Q3: 10,585 shares; 2025Q4: 10,284 shares; 2026Q1: 10,046 shares 10,046 $483K <0.01% -238 Timeline GINN 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: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 7,139 shares; 2026Q1: 6,974 shares 6,974 $481K <0.01% -165 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 618 shares; 2025Q2: 7,378 shares; 2025Q3: 9,263 shares; 2025Q4: 11,281 shares; 2026Q1: 7,072 shares 7,072 $480K <0.01% -4,209 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 767 shares; 2025Q1: 963 shares; 2025Q2: 16,543 shares; 2025Q3: 18,107 shares; 2025Q4: 27,456 shares; 2026Q1: 33,010 shares 33,010 $476K <0.01% +5,554 Timeline EVUS 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: 1,418 shares; 2025Q4: 10,449 shares; 2026Q1: 14,867 shares 14,867 $476K <0.01% +4,418 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,557 shares; 2025Q2: 4,945 shares; 2025Q3: 1,001 shares; 2025Q4: 2,199 shares; 2026Q1: 1,998 shares 1,998 $476K <0.01% -201 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,813 shares; 2025Q1: 1,962 shares; 2025Q2: 2,033 shares; 2025Q3: 10,810 shares; 2025Q4: 30,588 shares; 2026Q1: 30,615 shares 30,615 $476K <0.01% +27 Timeline JBBB 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: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 9,744 shares; 2025Q4: 10,383 shares; 2026Q1: 10,147 shares 10,147 $476K <0.01% -236 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: 2,238 shares; 2025Q2: 478 shares; 2025Q3: 4,895 shares; 2025Q4: 10,703 shares; 2026Q1: 9,785 shares 9,785 $474K <0.01% -918 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 1,321 shares; 2025Q2: 1,383 shares; 2025Q3: 3,551 shares; 2025Q4: 4,119 shares; 2026Q1: 6,435 shares 6,435 $474K <0.01% +2,316 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 4,149 shares; 2025Q2: 4,085 shares; 2025Q3: 4,600 shares; 2025Q4: 10,009 shares; 2026Q1: 8,247 shares 8,247 $474K <0.01% -1,762 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,103 shares; 2025Q1: 1,980 shares; 2025Q2: 1,806 shares; 2025Q3: 1,955 shares; 2025Q4: 2,959 shares; 2026Q1: 2,674 shares 2,674 $473K <0.01% -285 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,411 shares; 2025Q1: 7,536 shares; 2025Q2: 7,658 shares; 2025Q3: 9,649 shares; 2025Q4: 9,368 shares; 2026Q1: 9,911 shares 9,911 $472K <0.01% +543 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,719 shares; 2025Q1: 1,617 shares; 2025Q2: 1,681 shares; 2025Q3: 2,180 shares; 2025Q4: 3,124 shares; 2026Q1: 3,502 shares 3,502 $471K <0.01% +378 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,901 shares; 2025Q1: 3,871 shares; 2025Q2: 5,996 shares; 2025Q3: 9,855 shares; 2025Q4: 12,606 shares; 2026Q1: 12,304 shares 12,304 $470K <0.01% -302 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 70 shares; 2025Q2: 1,963 shares; 2025Q3: 6,968 shares; 2025Q4: 6,142 shares; 2026Q1: 6,581 shares 6,581 $470K <0.01% +439 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,165 shares; 2025Q1: 37,132 shares; 2025Q2: 46,091 shares; 2025Q3: 49,422 shares; 2025Q4: 51,556 shares; 2026Q1: 53,019 shares 53,019 $469K <0.01% +1,463 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,590 shares; 2025Q2: 3,630 shares; 2025Q3: 3,144 shares; 2025Q4: 4,216 shares; 2026Q1: 3,339 shares 3,339 $469K <0.01% -877 Timeline JAVA 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: 8,230 shares; 2025Q1: 10,843 shares; 2025Q2: 9,923 shares; 2025Q3: 8,151 shares; 2025Q4: 6,950 shares; 2026Q1: 6,514 shares 6,514 $469K <0.01% -436 Timeline ONEY 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: 55 shares; 2025Q2: 55 shares; 2025Q3: 4,005 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $468K <0.01% 0 Timeline WOOD 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: 38 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,576 shares 6,576 $468K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,451 shares; 2025Q1: 8,120 shares; 2025Q2: 11,766 shares; 2025Q3: 37,858 shares; 2025Q4: 78,769 shares; 2026Q1: 89,653 shares 89,653 $468K <0.01% +10,884 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 48,010 shares; 2025Q3: 74,780 shares; 2025Q4: 75,434 shares; 2026Q1: 86,120 shares 86,120 $467K <0.01% +10,686 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 456 shares; 2025Q2: 71 shares; 2025Q3: 177 shares; 2025Q4: 897 shares; 2026Q1: 818 shares 818 $466K <0.01% -79 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,049 shares; 2025Q1: 10,201 shares; 2025Q2: 13,709 shares; 2025Q3: 14,894 shares; 2025Q4: 15,328 shares; 2026Q1: 16,962 shares 16,962 $466K <0.01% +1,634 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 146 shares; 2025Q2: 66 shares; 2025Q3: 633 shares; 2025Q4: 1,261 shares; 2026Q1: 1,340 shares 1,340 $466K <0.01% +79 Timeline BBJP 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: 6,207 shares; 2025Q1: 6,090 shares; 2025Q2: 5,304 shares; 2025Q3: 6,260 shares; 2025Q4: 6,583 shares; 2026Q1: 6,584 shares 6,584 $465K <0.01% +1 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 2,945 shares; 2025Q2: 3,106 shares; 2025Q3: 4,173 shares; 2025Q4: 5,265 shares; 2026Q1: 5,814 shares 5,814 $465K <0.01% +549 Timeline IBHF 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: 14,948 shares; 2025Q4: 14,807 shares; 2026Q1: 20,293 shares 20,293 $463K <0.01% +5,486 Timeline SECT 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: 8,729 shares; 2025Q1: 8,729 shares; 2025Q2: 8,461 shares; 2025Q3: 7,483 shares; 2025Q4: 7,683 shares; 2026Q1: 7,595 shares 7,595 $463K <0.01% -88 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC 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: 11,354 shares 11,354 $462K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 2,668 shares; 2025Q2: 7,567 shares; 2025Q3: 20,201 shares; 2025Q4: 18,564 shares; 2026Q1: 30,530 shares 30,530 $462K <0.01% +11,966 Timeline DNOV 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: 787 shares; 2025Q1: 25,716 shares; 2025Q2: 24,519 shares; 2025Q3: 17,990 shares; 2025Q4: 13,300 shares; 2026Q1: 9,599 shares 9,599 $462K <0.01% -3,701 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 464 shares; 2025Q2: 6,025 shares; 2025Q3: 4,771 shares; 2025Q4: 4,678 shares; 2026Q1: 2,101 shares 2,101 $460K <0.01% -2,577 Timeline FBOT 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: 128 shares; 2025Q1: 190 shares; 2025Q2: 13,622 shares; 2025Q3: 13,592 shares; 2025Q4: 13,617 shares; 2026Q1: 13,617 shares 13,617 $459K <0.01% 0 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,217 shares; 2025Q2: 51,736 shares; 2025Q3: 60,977 shares; 2025Q4: 69,990 shares; 2026Q1: 41,747 shares 41,747 $459K <0.01% -28,243 Timeline DGS 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: 2,975 shares; 2025Q1: 4,752 shares; 2025Q2: 5,291 shares; 2025Q3: 5,206 shares; 2025Q4: 7,666 shares; 2026Q1: 7,613 shares 7,613 $459K <0.01% -53 Timeline DMAY 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: 729 shares; 2025Q1: 28,466 shares; 2025Q2: 27,212 shares; 2025Q3: 19,669 shares; 2025Q4: 14,538 shares; 2026Q1: 10,155 shares 10,155 $458K <0.01% -4,383 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 162,046 shares; 2025Q2: 220,025 shares; 2025Q3: 233,933 shares; 2025Q4: 248,620 shares; 2026Q1: 269,137 shares 269,137 $458K <0.01% +20,517 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,571 shares; 2025Q1: 4,254 shares; 2025Q2: 3,549 shares; 2025Q3: 3,719 shares; 2025Q4: 3,720 shares; 2026Q1: 4,288 shares 4,288 $457K <0.01% +568 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 772 shares; 2025Q1: 658 shares; 2025Q2: 564 shares; 2025Q3: 1,617 shares; 2025Q4: 3,659 shares; 2026Q1: 4,390 shares 4,390 $457K <0.01% +731 Timeline VRIG 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: 14,948 shares; 2025Q1: 13,758 shares; 2025Q2: 13,054 shares; 2025Q3: 9,872 shares; 2025Q4: 9,878 shares; 2026Q1: 18,210 shares 18,210 $456K <0.01% +8,332 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,514 shares; 2025Q1: 2,611 shares; 2025Q2: 2,406 shares; 2025Q3: 2,279 shares; 2025Q4: 2,171 shares; 2026Q1: 3,535 shares 3,535 $456K <0.01% +1,364 Timeline INDA 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: 1,566 shares; 2025Q1: 1,136 shares; 2025Q2: 1,887 shares; 2025Q3: 4,321 shares; 2025Q4: 8,766 shares; 2026Q1: 9,746 shares 9,746 $455K <0.01% +980 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 978 shares; 2025Q1: 1,458 shares; 2025Q2: 1,217 shares; 2025Q3: 1,905 shares; 2025Q4: 2,180 shares; 2026Q1: 1,914 shares 1,914 $455K <0.01% -266 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS 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: 13,816 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,921 shares 17,921 $454K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,178 shares; 2025Q1: 1,464 shares; 2025Q2: 1,559 shares; 2025Q3: 1,519 shares; 2025Q4: 3,329 shares; 2026Q1: 3,423 shares 3,423 $454K <0.01% +94 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,317 shares; 2025Q1: 28,301 shares; 2025Q2: 29,032 shares; 2025Q3: 27,853 shares; 2025Q4: 26,824 shares; 2026Q1: 28,487 shares 28,487 $452K <0.01% +1,663 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,897 shares; 2025Q1: 3,620 shares; 2025Q2: 3,634 shares; 2025Q3: 3,552 shares; 2025Q4: 3,804 shares; 2026Q1: 3,272 shares 3,272 $452K <0.01% -532 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 1,828 shares; 2025Q2: 3,813 shares; 2025Q3: 4,588 shares; 2025Q4: 5,618 shares; 2026Q1: 5,548 shares 5,548 $452K <0.01% -70 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 84 shares; 2025Q2: 276 shares; 2025Q3: 404 shares; 2025Q4: 463 shares; 2026Q1: 1,352 shares 1,352 $451K <0.01% +889 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,361 shares; 2025Q1: 4,779 shares; 2025Q2: 5,719 shares; 2025Q3: 21,081 shares; 2025Q4: 17,718 shares; 2026Q1: 16,978 shares 16,978 $451K <0.01% -740 Timeline UAUG 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: 2,971 shares; 2025Q1: 2,971 shares; 2025Q2: 2,971 shares; 2025Q3: 6,839 shares; 2025Q4: 11,406 shares; 2026Q1: 11,406 shares 11,406 $450K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,123 shares; 2025Q1: 6,516 shares; 2025Q2: 3,915 shares; 2025Q3: 3,980 shares; 2025Q4: 4,440 shares; 2026Q1: 4,958 shares 4,958 $450K <0.01% +518 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,064 shares; 2025Q1: 10,593 shares; 2025Q2: 10,736 shares; 2025Q3: 11,561 shares; 2025Q4: 12,246 shares; 2026Q1: 13,624 shares 13,624 $450K <0.01% +1,378 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 630 shares; 2025Q2: 404 shares; 2025Q3: 457 shares; 2025Q4: 2,157 shares; 2026Q1: 1,670 shares 1,670 $450K <0.01% -487 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 431 shares; 2025Q2: 245 shares; 2025Q3: 406 shares; 2025Q4: 4,373 shares; 2026Q1: 7,857 shares 7,857 $450K <0.01% +3,484 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 294 shares; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 10,254 shares; 2026Q1: 20,084 shares 20,084 $449K <0.01% +9,830 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 2,845 shares; 2025Q2: 2,996 shares; 2025Q3: 2,939 shares; 2025Q4: 6,508 shares; 2026Q1: 5,797 shares 5,797 $449K <0.01% -711 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 7,619 shares; 2025Q3: 31,076 shares; 2025Q4: 31,076 shares; 2026Q1: 19,172 shares 19,172 $449K <0.01% -11,904 Timeline MMAX 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: 16,903 shares 16,903 $449K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 354 shares; 2025Q2: 343 shares; 2025Q3: 399 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $448K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 304 shares; 2025Q2: 2,041 shares; 2025Q3: 2,027 shares; 2025Q4: 15,757 shares; 2026Q1: 13,587 shares 13,587 $448K <0.01% -2,170 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,507 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares; 2026Q1: 5,730 shares 5,730 $448K <0.01% +2,688 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 2,134 shares; 2025Q3: 2,460 shares; 2025Q4: 4,208 shares; 2026Q1: 4,437 shares 4,437 $447K <0.01% +229 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 48,586 shares 48,586 $447K <0.01% new Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,609 shares; 2025Q2: 3,609 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: 8,746 shares 8,746 $447K <0.01% +5,488 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 1,703 shares; 2026Q1: 4,138 shares 4,138 $446K <0.01% +2,435 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,972 shares; 2025Q1: 1,483 shares; 2025Q2: 3,161 shares; 2025Q3: 5,264 shares; 2025Q4: 5,624 shares; 2026Q1: 8,370 shares 8,370 $445K <0.01% +2,746 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: 4,955 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares; 2026Q1: 6,230 shares 6,230 $445K <0.01% 0 DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,792 shares; 2025Q1: 2,012 shares; 2025Q2: 2,327 shares; 2025Q3: 2,112 shares; 2025Q4: 2,035 shares; 2026Q1: 2,305 shares 2,305 $443K <0.01% +270 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,952 shares; 2025Q2: 39,070 shares; 2025Q3: 39,882 shares; 2025Q4: 36,464 shares; 2026Q1: 20,927 shares 20,927 $441K <0.01% -15,537 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,797 shares; 2025Q2: 2,004 shares; 2025Q3: 2,671 shares; 2025Q4: 3,632 shares; 2026Q1: 3,587 shares 3,587 $439K <0.01% -45 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 333 shares; 2025Q2: 14,355 shares; 2025Q3: 10,579 shares; 2025Q4: 12,908 shares; 2026Q1: 22,850 shares 22,850 $438K <0.01% +9,942 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 20,704 shares; 2025Q2: 20,739 shares; 2025Q3: 20,739 shares; 2025Q4: 20,088 shares; 2026Q1: 20,080 shares 20,080 $437K <0.01% -8 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,951 shares; 2025Q1: 28,977 shares; 2025Q2: 29,216 shares; 2025Q3: 29,690 shares; 2025Q4: 29,690 shares; 2026Q1: 29,696 shares 29,696 $437K <0.01% +6 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,834 shares; 2025Q1: 5,626 shares; 2025Q2: 8,093 shares; 2025Q3: 7,505 shares; 2025Q4: 8,740 shares; 2026Q1: 8,951 shares 8,951 $437K <0.01% +211 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 421 shares; 2025Q2: 176 shares; 2025Q3: 458 shares; 2025Q4: 2,556 shares; 2026Q1: 3,037 shares 3,037 $437K <0.01% +481 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,067 shares; 2025Q1: 1,400 shares; 2025Q2: 12,220 shares; 2025Q3: 12,174 shares; 2025Q4: 9,145 shares; 2026Q1: 8,345 shares 8,345 $436K <0.01% -800 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,984 shares 20,984 $435K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,292 shares; 2025Q1: 5,051 shares; 2025Q2: 4,191 shares; 2025Q3: 5,028 shares; 2025Q4: 6,211 shares; 2026Q1: 6,699 shares 6,699 $435K <0.01% +488 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,410 shares; 2025Q1: 5,546 shares; 2025Q2: 4,843 shares; 2025Q3: 5,084 shares; 2025Q4: 4,813 shares; 2026Q1: 4,309 shares 4,309 $435K <0.01% -504 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,443 shares; 2025Q1: 5,744 shares; 2025Q2: 8,286 shares; 2025Q3: 7,444 shares; 2025Q4: 7,134 shares; 2026Q1: 7,302 shares 7,302 $435K <0.01% +168 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 22,457 shares; 2025Q3: 22,862 shares; 2025Q4: 37,885 shares; 2026Q1: 38,091 shares 38,091 $435K <0.01% +206 Timeline