JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,194 shares; 2025Q1: 26,269 shares; 2025Q2: 278 shares; 2025Q3: 3 shares; 2025Q4: 485 shares; 2026Q1: 5,477 shares; 2026Q2: 81,990 shares 81,990 $3.69M 0.03% +76,513 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,004 shares; 2025Q1: 18,261 shares; 2025Q2: 16,539 shares; 2025Q3: 20,321 shares; 2025Q4: 30,047 shares; 2026Q1: 25,959 shares; 2026Q2: 23,914 shares 23,914 $3.68M 0.03% -2,045 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,614 shares; 2025Q1: 3,492 shares; 2025Q2: 5,086 shares; 2025Q3: 6,969 shares; 2025Q4: 7,665 shares; 2026Q1: 6,894 shares; 2026Q2: 12,868 shares 12,868 $3.67M 0.03% +5,974 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,121 shares; 2025Q1: 41,790 shares; 2025Q2: 55,727 shares; 2025Q3: 43,043 shares; 2025Q4: 54,303 shares; 2026Q1: 61,559 shares; 2026Q2: 69,180 shares 69,180 $3.64M 0.03% +7,621 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,662 shares; 2025Q1: 16,268 shares; 2025Q2: 20,739 shares; 2025Q3: 31,182 shares; 2025Q4: 47,769 shares; 2026Q1: 72,588 shares; 2026Q2: 71,859 shares 71,859 $3.63M 0.03% -729 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; 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; 2026Q2: 30,451 shares 30,451 $3.63M 0.03% +23,675 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,810 shares; 2025Q2: 2,676 shares; 2025Q3: 4,090 shares; 2025Q4: 8,607 shares; 2026Q1: 10,333 shares; 2026Q2: 9,308 shares 9,308 $3.6M 0.03% -1,025 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; 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; 2026Q2: 20,125 shares 20,125 $3.59M 0.03% +16,502 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,893 shares; 2025Q1: 16,339 shares; 2025Q2: 15,821 shares; 2025Q3: 290,845 shares; 2025Q4: 314,652 shares; 2026Q1: 294,845 shares; 2026Q2: 37,764 shares 37,764 $3.57M 0.03% -257,081 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,115 shares; 2025Q1: 36,044 shares; 2025Q2: 39,201 shares; 2025Q3: 25,600 shares; 2025Q4: 24,289 shares; 2026Q1: 76,447 shares; 2026Q2: 79,415 shares 79,415 $3.56M 0.03% +2,968 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,010 shares; 2026Q1: 66,180 shares; 2026Q2: 69,085 shares 69,085 $3.55M 0.03% +2,905 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 9,938 shares; 2025Q3: 9,077 shares; 2025Q4: 11,301 shares; 2026Q1: 12,872 shares; 2026Q2: 13,142 shares 13,142 $3.55M 0.03% +270 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,784 shares; 2025Q1: 8,719 shares; 2025Q2: 13,116 shares; 2025Q3: 11,454 shares; 2025Q4: 14,267 shares; 2026Q1: 18,582 shares; 2026Q2: 18,623 shares 18,623 $3.55M 0.03% +41 Timeline FTSM 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; 2024Q3: restricted; 2024Q4: 30,621 shares; 2025Q1: 31,351 shares; 2025Q2: 97,650 shares; 2025Q3: 62,372 shares; 2025Q4: 57,856 shares; 2026Q1: 239,321 shares; 2026Q2: 59,209 shares 59,209 $3.54M 0.03% -180,112 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 66,066 shares 66,066 $3.53M 0.03% +65,332 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 1,102 shares; 2025Q2: 856 shares; 2025Q3: 2,376 shares; 2025Q4: 3,139 shares; 2026Q1: 5,236 shares; 2026Q2: 7,212 shares 7,212 $3.52M 0.03% +1,976 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,716 shares; 2025Q1: 4,801 shares; 2025Q2: 9,679 shares; 2025Q3: 9,912 shares; 2025Q4: 12,383 shares; 2026Q1: 14,546 shares; 2026Q2: 13,742 shares 13,742 $3.5M 0.03% -804 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,194 shares; 2025Q1: 12,389 shares; 2025Q2: 13,774 shares; 2025Q3: 14,427 shares; 2025Q4: 16,048 shares; 2026Q1: 21,545 shares; 2026Q2: 26,749 shares 26,749 $3.5M 0.03% +5,204 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 12,089 shares; 2025Q2: 12,967 shares; 2025Q3: 27,476 shares; 2025Q4: 52,486 shares; 2026Q1: 51,845 shares; 2026Q2: 50,751 shares 50,751 $3.47M 0.03% -1,094 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,339 shares; 2025Q1: 21,986 shares; 2025Q2: 23,593 shares; 2025Q3: 38,150 shares; 2025Q4: 49,765 shares; 2026Q1: 53,191 shares; 2026Q2: 72,614 shares 72,614 $3.44M 0.03% +19,423 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,663 shares; 2025Q1: 13,427 shares; 2025Q2: 9,977 shares; 2025Q3: 10,325 shares; 2025Q4: 11,740 shares; 2026Q1: 17,733 shares; 2026Q2: 36,342 shares 36,342 $3.39M 0.03% +18,609 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,831 shares; 2025Q1: 68,280 shares; 2025Q2: 68,710 shares; 2025Q3: 62,975 shares; 2025Q4: 61,624 shares; 2026Q1: 70,292 shares; 2026Q2: 80,214 shares 80,214 $3.39M 0.03% +9,922 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,887 shares; 2026Q1: 21,103 shares; 2026Q2: 23,710 shares 23,710 $3.36M 0.03% +2,607 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,206 shares; 2025Q1: 57,400 shares; 2025Q2: 62,540 shares; 2025Q3: 69,320 shares; 2025Q4: 111,491 shares; 2026Q1: 127,793 shares; 2026Q2: 136,752 shares 136,752 $3.36M 0.03% +8,959 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 3,595 shares; 2025Q2: 3,550 shares; 2025Q3: 4,620 shares; 2025Q4: 5,632 shares; 2026Q1: 5,934 shares; 2026Q2: 6,588 shares 6,588 $3.35M 0.03% +654 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,458 shares; 2025Q1: 18,295 shares; 2025Q2: 68,650 shares; 2025Q3: 70,880 shares; 2025Q4: 72,070 shares; 2026Q1: 72,634 shares; 2026Q2: 73,582 shares 73,582 $3.35M 0.03% +948 Timeline SPLV 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; 2024Q3: restricted; 2024Q4: 24,198 shares; 2025Q1: 65,720 shares; 2025Q2: 67,006 shares; 2025Q3: 58,783 shares; 2025Q4: 45,144 shares; 2026Q1: 45,310 shares; 2026Q2: 44,677 shares 44,677 $3.35M 0.03% -633 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 6,291 shares; 2025Q3: 49,618 shares; 2025Q4: 161,655 shares; 2026Q1: 272,621 shares; 2026Q2: 168,576 shares 168,576 $3.3M 0.03% -104,045 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,815 shares; 2025Q2: 626 shares; 2025Q3: 208 shares; 2025Q4: 173 shares; 2026Q1: 10,818 shares; 2026Q2: 146,099 shares 146,099 $3.26M 0.03% +135,281 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,912 shares; 2025Q1: 16,912 shares; 2025Q2: 18,812 shares; 2025Q3: 18,812 shares; 2025Q4: 18,812 shares; 2026Q1: 80,327 shares; 2026Q2: 87,456 shares 87,456 $3.25M 0.03% +7,129 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 620 shares; 2025Q2: 2,329 shares; 2025Q3: 6,372 shares; 2025Q4: 12,957 shares; 2026Q1: 16,845 shares; 2026Q2: 18,681 shares 18,681 $3.24M 0.03% +1,836 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,194 shares; 2025Q1: 6,467 shares; 2025Q2: 6,213 shares; 2025Q3: 11,776 shares; 2025Q4: 18,541 shares; 2026Q1: 21,748 shares; 2026Q2: 21,294 shares 21,294 $3.24M 0.03% -454 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,942 shares; 2025Q1: 5,117 shares; 2025Q2: 8,818 shares; 2025Q3: 9,709 shares; 2025Q4: 12,560 shares; 2026Q1: 15,853 shares; 2026Q2: 19,219 shares 19,219 $3.23M 0.03% +3,366 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,826 shares; 2025Q4: 50,130 shares; 2026Q1: 97,931 shares; 2026Q2: 154,460 shares 154,460 $3.19M 0.02% +56,529 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,539 shares; 2025Q1: 6,234 shares; 2025Q2: 2,671 shares; 2025Q3: 3,951 shares; 2025Q4: 66,482 shares; 2026Q1: 53,759 shares; 2026Q2: 62,172 shares 62,172 $3.19M 0.02% +8,413 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 2,685 shares; 2025Q2: 4,077 shares; 2025Q3: 6,526 shares; 2025Q4: 22,231 shares; 2026Q1: 50,703 shares; 2026Q2: 72,971 shares 72,971 $3.19M 0.02% +22,268 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,625 shares; 2025Q1: 6,890 shares; 2025Q2: 5,483 shares; 2025Q3: 25,354 shares; 2025Q4: 38,477 shares; 2026Q1: 32,809 shares; 2026Q2: 31,675 shares 31,675 $3.18M 0.02% -1,134 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,997 shares; 2025Q4: 106,569 shares; 2026Q1: 108,620 shares; 2026Q2: 103,266 shares 103,266 $3.18M 0.02% -5,354 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,042 shares; 2025Q1: 19,527 shares; 2025Q2: 46,989 shares; 2025Q3: 47,702 shares; 2025Q4: 79,694 shares; 2026Q1: 77,290 shares; 2026Q2: 83,154 shares 83,154 $3.16M 0.02% +5,864 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,956 shares; 2025Q2: 9,644 shares; 2025Q3: 9,773 shares; 2025Q4: 10,341 shares; 2026Q1: 15,943 shares; 2026Q2: 15,278 shares 15,278 $3.16M 0.02% -665 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,050 shares; 2025Q2: 7,082 shares; 2025Q3: 7,530 shares; 2025Q4: 9,379 shares; 2026Q1: 11,387 shares; 2026Q2: 19,930 shares 19,930 $3.15M 0.02% +8,543 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,343 shares; 2025Q1: 91,478 shares; 2025Q2: 72,587 shares; 2025Q3: 45,847 shares; 2025Q4: 36,063 shares; 2026Q1: 27,221 shares; 2026Q2: 30,276 shares 30,276 $3.15M 0.02% +3,055 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,069 shares; 2025Q1: 7,492 shares; 2025Q2: 53,781 shares; 2025Q3: 53,657 shares; 2025Q4: 35,983 shares; 2026Q1: 57,466 shares; 2026Q2: 61,541 shares 61,541 $3.14M 0.02% +4,075 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 7,568 shares; 2025Q4: 79,438 shares; 2026Q1: 31,179 shares; 2026Q2: 26,845 shares 26,845 $3.14M 0.02% -4,334 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,711 shares; 2025Q4: 28,430 shares; 2026Q1: 30,689 shares; 2026Q2: 31,035 shares 31,035 $3.13M 0.02% +346 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,302 shares; 2025Q1: 20,391 shares; 2025Q2: 11,921 shares; 2025Q3: 12,406 shares; 2025Q4: 12,884 shares; 2026Q1: 28,912 shares; 2026Q2: 44,953 shares 44,953 $3.12M 0.02% +16,041 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,387 shares; 2025Q1: 41,172 shares; 2025Q2: 50,923 shares; 2025Q3: 56,319 shares; 2025Q4: 78,953 shares; 2026Q1: 88,469 shares; 2026Q2: 139,609 shares 139,609 $3.12M 0.02% +51,140 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,378 shares; 2025Q1: 9,554 shares; 2025Q2: 8,904 shares; 2025Q3: 12,474 shares; 2025Q4: 18,108 shares; 2026Q1: 15,926 shares; 2026Q2: 31,949 shares 31,949 $3.11M 0.02% +16,023 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,234 shares; 2025Q1: 5,504 shares; 2025Q2: 5,955 shares; 2025Q3: 7,198 shares; 2025Q4: 9,876 shares; 2026Q1: 13,908 shares; 2026Q2: 12,503 shares 12,503 $3.11M 0.02% -1,405 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 5,615 shares; 2025Q2: 5,872 shares; 2025Q3: 5,296 shares; 2025Q4: 8,644 shares; 2026Q1: 10,978 shares; 2026Q2: 13,049 shares 13,049 $3.11M 0.02% +2,071 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,626 shares 61,626 $3.1M 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,526 shares; 2025Q2: 2,803 shares; 2025Q3: 3,512 shares; 2025Q4: 4,634 shares; 2026Q1: 4,433 shares; 2026Q2: 4,090 shares 4,090 $3.09M 0.02% -343 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; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 462 shares; 2025Q2: 2,166 shares; 2025Q3: 4,190 shares; 2025Q4: 7,152 shares; 2026Q1: 7,531 shares; 2026Q2: 18,667 shares 18,667 $3.08M 0.02% +11,136 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,086 shares; 2025Q1: 4,926 shares; 2025Q2: 17,946 shares; 2025Q3: 37,248 shares; 2025Q4: 45,623 shares; 2026Q1: 64,241 shares; 2026Q2: 67,387 shares 67,387 $3.08M 0.02% +3,146 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 14,667 shares; 2025Q4: 28,306 shares; 2026Q1: 25,636 shares; 2026Q2: 30,268 shares 30,268 $3.07M 0.02% +4,632 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 87 shares; 2025Q2: 4,152 shares; 2025Q3: 5,692 shares; 2025Q4: 17,100 shares; 2026Q1: 38,895 shares; 2026Q2: 39,278 shares 39,278 $3.06M 0.02% +383 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,541 shares; 2025Q1: 14,917 shares; 2025Q2: 12,784 shares; 2025Q3: 22,134 shares; 2025Q4: 16,511 shares; 2026Q1: 14,548 shares; 2026Q2: 37,787 shares 37,787 $3.05M 0.02% +23,239 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,548 shares; 2025Q1: 5,209 shares; 2025Q2: 7,137 shares; 2025Q3: 8,468 shares; 2025Q4: 10,143 shares; 2026Q1: 11,284 shares; 2026Q2: 13,408 shares 13,408 $3.04M 0.02% +2,124 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,232 shares; 2025Q1: 14,721 shares; 2025Q2: 21,791 shares; 2025Q3: 25,837 shares; 2025Q4: 29,714 shares; 2026Q1: 32,784 shares; 2026Q2: 33,143 shares 33,143 $3.04M 0.02% +359 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,531 shares; 2025Q2: 4,443 shares; 2025Q3: 4,471 shares; 2025Q4: 14,277 shares; 2026Q1: 17,030 shares; 2026Q2: 17,007 shares 17,007 $3.04M 0.02% -23 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,913 shares; 2025Q2: 2,088 shares; 2025Q3: 3,071 shares; 2025Q4: 6,550 shares; 2026Q1: 17,269 shares; 2026Q2: 25,618 shares 25,618 $3M 0.02% +8,349 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,899 shares; 2025Q1: 10,700 shares; 2025Q2: 10,963 shares; 2025Q3: 9,692 shares; 2025Q4: 36,410 shares; 2026Q1: 39,317 shares; 2026Q2: 73,978 shares 73,978 $3M 0.02% +34,661 Timeline ACYN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,394 shares 144,394 $3M 0.02% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 10,208 shares; 2025Q3: 7,335 shares; 2025Q4: 9,193 shares; 2026Q1: 7,742 shares; 2026Q2: 9,920 shares 9,920 $3M 0.02% +2,178 Timeline GNR 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; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 3,724 shares; 2025Q3: 9,683 shares; 2025Q4: 13,505 shares; 2026Q1: 42,886 shares; 2026Q2: 44,467 shares 44,467 $2.99M 0.02% +1,581 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 267 shares; 2025Q1: 629 shares; 2025Q2: 684 shares; 2025Q3: 995 shares; 2025Q4: 1,353 shares; 2026Q1: 1,652 shares; 2026Q2: 1,763 shares 1,763 $2.99M 0.02% +111 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 2,243 shares; 2025Q2: 3,989 shares; 2025Q3: 3,783 shares; 2025Q4: 18,410 shares; 2026Q1: 18,374 shares; 2026Q2: 16,198 shares 16,198 $2.99M 0.02% -2,176 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,334 shares; 2025Q1: 21,061 shares; 2025Q2: 19,794 shares; 2025Q3: 24,198 shares; 2025Q4: 27,988 shares; 2026Q1: 28,576 shares; 2026Q2: 27,020 shares 27,020 $2.98M 0.02% -1,556 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 56,570 shares; 2025Q2: 56,195 shares; 2025Q3: 54,086 shares; 2025Q4: 54,589 shares; 2026Q1: 53,242 shares; 2026Q2: 53,049 shares 53,049 $2.97M 0.02% -193 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 15,654 shares; 2025Q2: 25,038 shares; 2025Q3: 61,466 shares; 2025Q4: 65,964 shares; 2026Q1: 65,115 shares; 2026Q2: 64,882 shares 64,882 $2.97M 0.02% -233 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,033 shares; 2025Q1: 38,010 shares; 2025Q2: 48,062 shares; 2025Q3: 60,185 shares; 2025Q4: 61,132 shares; 2026Q1: 25,835 shares; 2026Q2: 30,732 shares 30,732 $2.96M 0.02% +4,897 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 5,471 shares; 2025Q2: 6,771 shares; 2025Q3: 9,724 shares; 2025Q4: 22,269 shares; 2026Q1: 20,231 shares; 2026Q2: 25,742 shares 25,742 $2.96M 0.02% +5,511 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 8,553 shares; 2025Q4: 39,997 shares; 2026Q1: 50,973 shares; 2026Q2: 59,366 shares 59,366 $2.96M 0.02% +8,393 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,041 shares; 2025Q2: 1,746 shares; 2025Q3: 2,880 shares; 2025Q4: 3,829 shares; 2026Q1: 3,998 shares; 2026Q2: 3,518 shares 3,518 $2.95M 0.02% -480 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 155,719 shares; 2025Q4: 118,778 shares; 2026Q1: 56,142 shares; 2026Q2: 87,174 shares 87,174 $2.94M 0.02% +31,032 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,419 shares; 2025Q1: 5,419 shares; 2025Q2: 6,224 shares; 2025Q3: 6,697 shares; 2025Q4: 26,905 shares; 2026Q1: 26,715 shares; 2026Q2: 35,653 shares 35,653 $2.93M 0.02% +8,938 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,622 shares; 2025Q1: 19,832 shares; 2025Q2: 19,708 shares; 2025Q3: 33,144 shares; 2025Q4: 37,354 shares; 2026Q1: 47,272 shares; 2026Q2: 56,479 shares 56,479 $2.93M 0.02% +9,207 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 3,981 shares; 2025Q2: 3,237 shares; 2025Q3: 5,789 shares; 2025Q4: 7,779 shares; 2026Q1: 7,541 shares; 2026Q2: 7,801 shares 7,801 $2.93M 0.02% +260 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 297 shares; 2025Q2: 398 shares; 2025Q3: 1,083 shares; 2025Q4: 10,820 shares; 2026Q1: 12,310 shares; 2026Q2: 15,100 shares 15,100 $2.92M 0.02% +2,790 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 32,937 shares; 2026Q1: 78,727 shares; 2026Q2: 74,267 shares 74,267 $2.91M 0.02% -4,460 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,528 shares; 2025Q1: 6,399 shares; 2025Q2: 7,611 shares; 2025Q3: 9,097 shares; 2025Q4: 19,642 shares; 2026Q1: 12,828 shares; 2026Q2: 13,334 shares 13,334 $2.91M 0.02% +506 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,865 shares; 2025Q1: 7,350 shares; 2025Q2: 18,996 shares; 2025Q3: 21,418 shares; 2025Q4: 38,460 shares; 2026Q1: 50,600 shares; 2026Q2: 51,404 shares 51,404 $2.9M 0.02% +804 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,780 shares; 2025Q2: 1,750 shares; 2025Q3: 2,199 shares; 2025Q4: 4,836 shares; 2026Q1: 5,425 shares; 2026Q2: 6,394 shares 6,394 $2.9M 0.02% +969 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,376 shares; 2025Q1: 20,464 shares; 2025Q2: 21,474 shares; 2025Q3: 23,294 shares; 2025Q4: 39,541 shares; 2026Q1: 50,899 shares; 2026Q2: 58,090 shares 58,090 $2.9M 0.02% +7,191 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,566 shares; 2025Q1: 31,431 shares; 2025Q2: 35,711 shares; 2025Q3: 42,394 shares; 2025Q4: 52,137 shares; 2026Q1: 69,034 shares; 2026Q2: 68,036 shares 68,036 $2.89M 0.02% -998 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,808 shares; 2025Q1: 9,557 shares; 2025Q2: 11,227 shares; 2025Q3: 9,309 shares; 2025Q4: 15,912 shares; 2026Q1: 15,934 shares; 2026Q2: 14,014 shares 14,014 $2.87M 0.02% -1,920 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 859 shares; 2025Q2: 1,345 shares; 2025Q3: 2,574 shares; 2025Q4: 2,702 shares; 2026Q1: 2,726 shares; 2026Q2: 2,529 shares 2,529 $2.86M 0.02% -197 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,029 shares; 2025Q1: 7,811 shares; 2025Q2: 7,915 shares; 2025Q3: 12,665 shares; 2025Q4: 13,121 shares; 2026Q1: 13,619 shares; 2026Q2: 13,422 shares 13,422 $2.86M 0.02% -197 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,295 shares; 2025Q3: 8,347 shares; 2025Q4: 10,991 shares; 2026Q1: 17,204 shares; 2026Q2: 16,935 shares 16,935 $2.85M 0.02% -269 Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,443 shares 73,443 $2.85M 0.02% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,992 shares; 2025Q1: 30,198 shares; 2025Q2: 22,409 shares; 2025Q3: 28,561 shares; 2025Q4: 34,187 shares; 2026Q1: 50,750 shares; 2026Q2: 45,023 shares 45,023 $2.84M 0.02% -5,727 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,349 shares; 2025Q4: 41,324 shares; 2026Q1: 76,161 shares; 2026Q2: 118,050 shares 118,050 $2.84M 0.02% +41,889 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,444 shares; 2025Q1: 109,475 shares; 2025Q2: 122,990 shares; 2025Q3: 119,037 shares; 2025Q4: 122,939 shares; 2026Q1: 129,862 shares; 2026Q2: 127,145 shares 127,145 $2.84M 0.02% -2,717 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 242 shares; 2025Q2: 251 shares; 2025Q3: 269 shares; 2025Q4: 155,095 shares; 2026Q1: 119,749 shares; 2026Q2: 102,086 shares 102,086 $2.82M 0.02% -17,663 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,614 shares; 2025Q1: 142,752 shares; 2025Q2: 27,001 shares; 2025Q3: 13,605 shares; 2025Q4: 10,651 shares; 2026Q1: 49,287 shares; 2026Q2: 57,738 shares 57,738 $2.82M 0.02% +8,451 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,252 shares; 2025Q1: 11,179 shares; 2025Q2: 7,592 shares; 2025Q3: 8,288 shares; 2025Q4: 13,644 shares; 2026Q1: 14,388 shares; 2026Q2: 14,070 shares 14,070 $2.81M 0.02% -318 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,641 shares; 2025Q2: 5,550 shares; 2025Q3: 8,613 shares; 2025Q4: 9,551 shares; 2026Q1: 18,226 shares; 2026Q2: 17,995 shares 17,995 $2.79M 0.02% -231 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,788 shares; 2025Q1: 20,288 shares; 2025Q2: 23,922 shares; 2025Q3: 30,352 shares; 2025Q4: 36,930 shares; 2026Q1: 35,722 shares; 2026Q2: 37,443 shares 37,443 $2.79M 0.02% +1,721 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,491 shares; 2025Q1: 18,145 shares; 2025Q2: 17,480 shares; 2025Q3: 20,085 shares; 2025Q4: 27,934 shares; 2026Q1: 40,926 shares; 2026Q2: 44,912 shares 44,912 $2.78M 0.02% +3,986 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 14,581 shares; 2026Q1: 14,773 shares; 2026Q2: 11,147 shares 11,147 $2.78M 0.02% -3,626 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,195 shares; 2025Q1: 114,544 shares; 2025Q2: 161,201 shares; 2025Q3: 161,549 shares; 2025Q4: 162,281 shares; 2026Q1: 118,939 shares; 2026Q2: 121,892 shares 121,892 $2.77M 0.02% +2,953 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,470 shares; 2025Q4: 16,758 shares; 2026Q1: 65,051 shares; 2026Q2: 94,643 shares 94,643 $2.77M 0.02% +29,592 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,840 shares; 2025Q2: 12,988 shares; 2025Q3: 12,988 shares; 2025Q4: 13,136 shares; 2026Q1: 17,268 shares; 2026Q2: 12,728 shares 12,728 $2.76M 0.02% -4,540 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,151 shares; 2025Q1: 43,600 shares; 2025Q2: 64,966 shares; 2025Q3: 69,205 shares; 2025Q4: 108,446 shares; 2026Q1: 85,458 shares; 2026Q2: 74,916 shares 74,916 $2.75M 0.02% -10,542 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 717 shares; 2025Q2: 2,582 shares; 2025Q3: 5,624 shares; 2025Q4: 12,469 shares; 2026Q1: 26,403 shares; 2026Q2: 30,777 shares 30,777 $2.74M 0.02% +4,374 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 17,364 shares; 2025Q2: 1,531 shares; 2025Q3: 1,327 shares; 2025Q4: 13,748 shares; 2026Q1: 15,067 shares; 2026Q2: 18,515 shares 18,515 $2.74M 0.02% +3,448 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares; 2025Q4: 37,842 shares; 2026Q1: 101,087 shares; 2026Q2: 102,958 shares 102,958 $2.72M 0.02% +1,871 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 679 shares; 2025Q2: 2,498 shares; 2025Q3: 4,888 shares; 2025Q4: 7,155 shares; 2026Q1: 7,697 shares; 2026Q2: 7,467 shares 7,467 $2.72M 0.02% -230 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 3,594 shares; 2025Q2: 8,455 shares; 2025Q3: 8,524 shares; 2025Q4: 8,649 shares; 2026Q1: 8,626 shares; 2026Q2: 9,058 shares 9,058 $2.71M 0.02% +432 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 1,426 shares; 2025Q2: 1,729 shares; 2025Q3: 4,328 shares; 2025Q4: 29,945 shares; 2026Q1: 36,042 shares; 2026Q2: 53,241 shares 53,241 $2.71M 0.02% +17,199 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 599 shares; 2025Q2: 827 shares; 2025Q3: 888 shares; 2025Q4: 9,738 shares; 2026Q1: 11,496 shares; 2026Q2: 12,023 shares 12,023 $2.7M 0.02% +527 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 48,415 shares; 2025Q4: 64,867 shares; 2026Q1: 81,717 shares; 2026Q2: 75,174 shares 75,174 $2.7M 0.02% -6,543 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,442 shares 16,442 $2.69M 0.02% +9,315 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 1,067 shares; 2025Q2: 576 shares; 2025Q3: 695 shares; 2025Q4: 1,205 shares; 2026Q1: 2,463 shares; 2026Q2: 3,127 shares 3,127 $2.68M 0.02% +664 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,111 shares; 2025Q1: 67,875 shares; 2025Q2: 87,551 shares; 2025Q3: 87,158 shares; 2025Q4: 196,516 shares; 2026Q1: 192,760 shares; 2026Q2: 192,485 shares 192,485 $2.68M 0.02% -275 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,724 shares; 2025Q1: 5,806 shares; 2025Q2: 5,441 shares; 2025Q3: 6,588 shares; 2025Q4: 7,922 shares; 2026Q1: 20,955 shares; 2026Q2: 25,013 shares 25,013 $2.67M 0.02% +4,058 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,918 shares; 2025Q1: 11,499 shares; 2025Q2: 5,279 shares; 2025Q3: 13,989 shares; 2025Q4: 32,145 shares; 2026Q1: 5,947 shares; 2026Q2: 39,569 shares 39,569 $2.67M 0.02% +33,622 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,424 shares; 2025Q1: 37,797 shares; 2025Q2: 38,687 shares; 2025Q3: 51,115 shares; 2025Q4: 53,032 shares; 2026Q1: 68,941 shares; 2026Q2: 114,811 shares 114,811 $2.66M 0.02% +45,870 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: 2,344 shares; 2025Q2: 2,326 shares; 2025Q3: 3,002 shares; 2025Q4: 5,445 shares; 2026Q1: 8,400 shares; 2026Q2: 11,906 shares 11,906 $2.65M 0.02% +3,506 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,372 shares; 2025Q1: 12,141 shares; 2025Q2: 12,759 shares; 2025Q3: 12,657 shares; 2025Q4: 16,837 shares; 2026Q1: 20,423 shares; 2026Q2: 24,462 shares 24,462 $2.64M 0.02% +4,039 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,196 shares; 2025Q1: 65,433 shares; 2025Q2: 64,968 shares; 2025Q3: 62,917 shares; 2025Q4: 64,064 shares; 2026Q1: 61,024 shares; 2026Q2: 63,209 shares 63,209 $2.63M 0.02% +2,185 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,258 shares; 2025Q1: 3,233 shares; 2025Q2: 6,339 shares; 2025Q3: 7,365 shares; 2025Q4: 11,700 shares; 2026Q1: 13,056 shares; 2026Q2: 16,020 shares 16,020 $2.62M 0.02% +2,964 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 1,960 shares; 2025Q4: 83,031 shares; 2026Q1: 143,186 shares; 2026Q2: 64,261 shares 64,261 $2.61M 0.02% -78,925 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 14,940 shares; 2025Q2: 15,206 shares; 2025Q3: 16,771 shares; 2025Q4: 13,427 shares; 2026Q1: 13,865 shares; 2026Q2: 16,080 shares 16,080 $2.61M 0.02% +2,215 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,410 shares; 2025Q1: 21,698 shares; 2025Q2: 21,737 shares; 2025Q3: 25,727 shares; 2025Q4: 26,762 shares; 2026Q1: 30,216 shares; 2026Q2: 32,407 shares 32,407 $2.6M 0.02% +2,191 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 20,716 shares; 2025Q4: 51,273 shares; 2026Q1: 67,651 shares; 2026Q2: 53,796 shares 53,796 $2.6M 0.02% -13,855 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 976 shares; 2025Q1: 9,763 shares; 2025Q2: 5,259 shares; 2025Q3: 4,334 shares; 2025Q4: 4,652 shares; 2026Q1: 5,359 shares; 2026Q2: 31,376 shares 31,376 $2.59M 0.02% +26,017 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,943 shares; 2025Q1: 5,506 shares; 2025Q2: 5,626 shares; 2025Q3: 9,346 shares; 2025Q4: 10,021 shares; 2026Q1: 9,807 shares; 2026Q2: 11,729 shares 11,729 $2.59M 0.02% +1,922 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 767 shares; 2025Q2: 772 shares; 2025Q3: 1,063 shares; 2025Q4: 1,679 shares; 2026Q1: 1,849 shares; 2026Q2: 2,473 shares 2,473 $2.59M 0.02% +624 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,533 shares; 2025Q2: 6,889 shares; 2025Q3: 9,036 shares; 2025Q4: 13,959 shares; 2026Q1: 15,060 shares; 2026Q2: 19,006 shares 19,006 $2.58M 0.02% +3,946 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,200 shares; 2025Q1: 13,510 shares; 2025Q2: 10,888 shares; 2025Q3: 11,956 shares; 2025Q4: 15,028 shares; 2026Q1: 14,761 shares; 2026Q2: 13,652 shares 13,652 $2.57M 0.02% -1,109 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,730 shares; 2025Q1: 3,596 shares; 2025Q2: 4,664 shares; 2025Q3: 6,577 shares; 2025Q4: 6,020 shares; 2026Q1: 7,212 shares; 2026Q2: 8,083 shares 8,083 $2.57M 0.02% +871 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,777 shares; 2025Q2: 2,137 shares; 2025Q3: 3,307 shares; 2025Q4: 3,593 shares; 2026Q1: 4,052 shares; 2026Q2: 3,621 shares 3,621 $2.55M 0.02% -431 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 1,556 shares; 2025Q2: 2,084 shares; 2025Q3: 16,370 shares; 2025Q4: 19,330 shares; 2026Q1: 8,546 shares; 2026Q2: 10,486 shares 10,486 $2.54M 0.02% +1,940 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 3,556 shares; 2025Q2: 3,644 shares; 2025Q3: 4,412 shares; 2025Q4: 7,106 shares; 2026Q1: 8,846 shares; 2026Q2: 9,024 shares 9,024 $2.51M 0.02% +178 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 659 shares; 2025Q2: 814 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 916 shares; 2026Q2: 198,492 shares 198,492 $2.51M 0.02% +197,576 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,157 shares; 2025Q2: 5,305 shares; 2025Q3: 5,393 shares; 2025Q4: 9,074 shares; 2026Q1: 13,498 shares; 2026Q2: 13,147 shares 13,147 $2.5M 0.02% -351 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,077 shares; 2025Q1: 39,155 shares; 2025Q2: 35,090 shares; 2025Q3: 35,695 shares; 2025Q4: 35,722 shares; 2026Q1: 35,234 shares; 2026Q2: 35,023 shares 35,023 $2.5M 0.02% -211 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,807 shares; 2026Q2: 105,133 shares 105,133 $2.5M 0.02% +28,326 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,519 shares; 2025Q1: 7,675 shares; 2025Q2: 1,243 shares; 2025Q3: 1,121 shares; 2025Q4: 28,694 shares; 2026Q1: 16,389 shares; 2026Q2: 26,805 shares 26,805 $2.49M 0.02% +10,416 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 11,919 shares; 2025Q2: 16,850 shares; 2025Q3: 13,663 shares; 2025Q4: 19,887 shares; 2026Q1: 24,721 shares; 2026Q2: 26,063 shares 26,063 $2.49M 0.02% +1,342 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 2,797 shares; 2026Q1: 63,136 shares; 2026Q2: 64,009 shares 64,009 $2.48M 0.02% +873 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,215 shares; 2025Q1: 75,656 shares; 2025Q2: 61,514 shares; 2025Q3: 56,867 shares; 2025Q4: 106,490 shares; 2026Q1: 63,824 shares; 2026Q2: 56,618 shares 56,618 $2.47M 0.02% -7,206 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 77,883 shares; 2026Q1: 78,602 shares; 2026Q2: 100,617 shares 100,617 $2.47M 0.02% +22,015 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,687 shares; 2025Q1: 6,309 shares; 2025Q2: 3,951 shares; 2025Q3: 5,721 shares; 2025Q4: 13,807 shares; 2026Q1: 20,609 shares; 2026Q2: 29,612 shares 29,612 $2.46M 0.02% +9,003 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; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 435 shares; 2025Q2: 4,135 shares; 2025Q3: 4,567 shares; 2025Q4: 5,986 shares; 2026Q1: 6,909 shares; 2026Q2: 9,185 shares 9,185 $2.46M 0.02% +2,276 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 9,323 shares; 2025Q2: 16,944 shares; 2025Q3: 17,872 shares; 2025Q4: 17,392 shares; 2026Q1: 21,153 shares; 2026Q2: 20,039 shares 20,039 $2.45M 0.02% -1,114 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,831 shares; 2025Q1: 15,970 shares; 2025Q2: 35,805 shares; 2025Q3: 117,096 shares; 2025Q4: 137,594 shares; 2026Q1: 140,285 shares; 2026Q2: 141,297 shares 141,297 $2.45M 0.02% +1,012 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,158 shares; 2025Q3: 4,667 shares; 2025Q4: 69,144 shares; 2026Q1: 68,651 shares; 2026Q2: 70,779 shares 70,779 $2.45M 0.02% +2,128 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,871 shares; 2025Q2: 2,906 shares; 2025Q3: 3,393 shares; 2025Q4: 4,421 shares; 2026Q1: 4,752 shares; 2026Q2: 4,922 shares 4,922 $2.45M 0.02% +170 Timeline RSDE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,151 shares 104,151 $2.45M 0.02% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 5,555 shares; 2025Q3: 88,687 shares; 2025Q4: 108,943 shares; 2026Q1: 105,090 shares; 2026Q2: 61,777 shares 61,777 $2.44M 0.02% -43,313 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 24,430 shares; 2025Q4: 49,180 shares; 2026Q1: 38,398 shares; 2026Q2: 37,628 shares 37,628 $2.43M 0.02% -770 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 3,482 shares; 2025Q2: 4,811 shares; 2025Q3: 6,164 shares; 2025Q4: 6,568 shares; 2026Q1: 7,455 shares; 2026Q2: 36,892 shares 36,892 $2.43M 0.02% +29,437 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,242 shares; 2025Q1: 40,963 shares; 2025Q2: 37,267 shares; 2025Q3: 53,049 shares; 2025Q4: 56,357 shares; 2026Q1: 57,542 shares; 2026Q2: 55,975 shares 55,975 $2.42M 0.02% -1,567 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,445 shares; 2025Q2: 1,561 shares; 2025Q3: 2,024 shares; 2025Q4: 16,204 shares; 2026Q1: 16,031 shares; 2026Q2: 16,692 shares 16,692 $2.41M 0.02% +661 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,057 shares 82,057 $2.4M 0.02% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 8,519 shares; 2025Q2: 14,685 shares; 2025Q3: 24,553 shares; 2025Q4: 28,997 shares; 2026Q1: 32,184 shares; 2026Q2: 35,963 shares 35,963 $2.4M 0.02% +3,779 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,000 shares; 2026Q1: 62,310 shares; 2026Q2: 72,260 shares 72,260 $2.39M 0.02% +9,950 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,413 shares; 2025Q1: 4,134 shares; 2025Q2: 15,985 shares; 2025Q3: 15,911 shares; 2025Q4: 19,097 shares; 2026Q1: 21,203 shares; 2026Q2: 24,824 shares 24,824 $2.38M 0.02% +3,621 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 12,640 shares; 2025Q2: 12,726 shares; 2025Q3: 14,136 shares; 2025Q4: 15,050 shares; 2026Q1: 16,314 shares; 2026Q2: 16,669 shares 16,669 $2.37M 0.02% +355 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,424 shares; 2025Q1: 80,441 shares; 2025Q2: 76,408 shares; 2025Q3: 82,271 shares; 2025Q4: 88,142 shares; 2026Q1: 109,647 shares; 2026Q2: 113,432 shares 113,432 $2.37M 0.02% +3,785 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,503 shares; 2025Q1: 8,071 shares; 2025Q2: 66,517 shares; 2025Q3: 97,232 shares; 2025Q4: 87,521 shares; 2026Q1: 362,621 shares; 2026Q2: 141,329 shares 141,329 $2.36M 0.02% -221,292 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,870 shares; 2026Q2: 63,870 shares 63,870 $2.35M 0.02% 0 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; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 174 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 13,840 shares; 2026Q2: 20,927 shares 20,927 $2.35M 0.02% +7,087 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 151,851 shares; 2025Q2: 445,690 shares; 2025Q3: 91,317 shares; 2025Q4: 91,137 shares; 2026Q1: 75,724 shares; 2026Q2: 68,447 shares 68,447 $2.34M 0.02% -7,277 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,742 shares; 2025Q4: 19,676 shares; 2026Q1: 21,815 shares; 2026Q2: 46,715 shares 46,715 $2.34M 0.02% +24,900 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,670 shares 41,670 $2.33M 0.02% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 0 shares; 2025Q2: 2,472 shares; 2025Q3: 49,490 shares; 2025Q4: 46,877 shares; 2026Q1: 36,845 shares; 2026Q2: 38,599 shares 38,599 $2.33M 0.02% +1,754 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: 6,878 shares; 2025Q2: 9,215 shares; 2025Q3: 9,311 shares; 2025Q4: 8,458 shares; 2026Q1: 15,368 shares; 2026Q2: 17,523 shares 17,523 $2.31M 0.02% +2,155 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,746 shares; 2025Q1: 4,750 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 5,761 shares; 2026Q1: 46,704 shares; 2026Q2: 44,191 shares 44,191 $2.3M 0.02% -2,513 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 5,464 shares; 2025Q2: 6,117 shares; 2025Q3: 6,221 shares; 2025Q4: 14,516 shares; 2026Q1: 13,916 shares; 2026Q2: 32,143 shares 32,143 $2.3M 0.02% +18,227 Timeline FTCS 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; 2024Q3: restricted; 2024Q4: 9,631 shares; 2025Q1: 11,958 shares; 2025Q2: 13,482 shares; 2025Q3: 23,747 shares; 2025Q4: 40,487 shares; 2026Q1: 32,386 shares; 2026Q2: 24,287 shares 24,287 $2.28M 0.02% -8,099 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,227 shares; 2026Q1: 24,845 shares; 2026Q2: 60,085 shares 60,085 $2.28M 0.02% +35,240 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 852 shares; 2025Q1: 19,784 shares; 2025Q2: 19,434 shares; 2025Q3: 20,224 shares; 2025Q4: 20,951 shares; 2026Q1: 26,152 shares; 2026Q2: 28,039 shares 28,039 $2.27M 0.02% +1,887 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,995 shares; 2025Q1: 27,490 shares; 2025Q2: 24,311 shares; 2025Q3: 19,281 shares; 2025Q4: 16,387 shares; 2026Q1: 13,588 shares; 2026Q2: 12,050 shares 12,050 $2.27M 0.02% -1,538 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210,945 shares; 2025Q1: 61,028 shares; 2025Q2: 33,503 shares; 2025Q3: 33,203 shares; 2025Q4: 40,173 shares; 2026Q1: 91,529 shares; 2026Q2: 95,223 shares 95,223 $2.26M 0.02% +3,694 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,882 shares 11,882 $2.25M 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 3,325 shares; 2025Q2: 3,532 shares; 2025Q3: 4,582 shares; 2025Q4: 5,877 shares; 2026Q1: 9,226 shares; 2026Q2: 10,056 shares 10,056 $2.25M 0.02% +830 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,961 shares; 2025Q2: 4,922 shares; 2025Q3: 18,038 shares; 2025Q4: 18,784 shares; 2026Q1: 23,615 shares; 2026Q2: 23,352 shares 23,352 $2.25M 0.02% -263 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,020 shares; 2025Q1: 14,850 shares; 2025Q2: 48,598 shares; 2025Q3: 49,098 shares; 2025Q4: 47,923 shares; 2026Q1: 42,140 shares; 2026Q2: 42,304 shares 42,304 $2.25M 0.02% +164 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,842 shares; 2025Q1: 35,342 shares; 2025Q2: 33,960 shares; 2025Q3: 33,217 shares; 2025Q4: 41,005 shares; 2026Q1: 43,047 shares; 2026Q2: 47,059 shares 47,059 $2.25M 0.02% +4,012 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 759 shares; 2025Q2: 1,423 shares; 2025Q3: 3,337 shares; 2025Q4: 4,749 shares; 2026Q1: 6,028 shares; 2026Q2: 9,345 shares 9,345 $2.24M 0.02% +3,317 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,762 shares; 2026Q2: 17,056 shares 17,056 $2.22M 0.02% +2,294 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,813 shares; 2025Q1: 3,505 shares; 2025Q2: 4,646 shares; 2025Q3: 5,091 shares; 2025Q4: 7,389 shares; 2026Q1: 8,060 shares; 2026Q2: 8,060 shares 8,060 $2.22M 0.02% 0 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,204 shares 88,204 $2.21M 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,197 shares; 2025Q1: 15,330 shares; 2025Q2: 24,696 shares; 2025Q3: 26,878 shares; 2025Q4: 30,639 shares; 2026Q1: 22,650 shares; 2026Q2: 25,984 shares 25,984 $2.2M 0.02% +3,334 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; 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; 2026Q2: 7,964 shares 7,964 $2.2M 0.02% -1,106 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,065 shares; 2025Q1: 37,930 shares; 2025Q2: 29,769 shares; 2025Q3: 17,439 shares; 2025Q4: 16,389 shares; 2026Q1: 37,233 shares; 2026Q2: 39,456 shares 39,456 $2.18M 0.02% +2,223 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 9,208 shares; 2025Q3: 21,248 shares; 2025Q4: 27,654 shares; 2026Q1: 33,052 shares; 2026Q2: 53,139 shares 53,139 $2.18M 0.02% +20,087 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,849 shares; 2025Q1: 2,379 shares; 2025Q2: 2,447 shares; 2025Q3: 2,229 shares; 2025Q4: 2,724 shares; 2026Q1: 2,240 shares; 2026Q2: 2,611 shares 2,611 $2.17M 0.02% +371 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 250 shares; 2025Q2: 1,401 shares; 2025Q3: 3,366 shares; 2025Q4: 3,336 shares; 2026Q1: 6,886 shares; 2026Q2: 8,173 shares 8,173 $2.16M 0.02% +1,287 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,376 shares; 2025Q2: 3,058 shares; 2025Q3: 3,301 shares; 2025Q4: 10,470 shares; 2026Q1: 12,045 shares; 2026Q2: 12,190 shares 12,190 $2.16M 0.02% +145 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 12,920 shares; 2025Q2: 11,804 shares; 2025Q3: 12,327 shares; 2025Q4: 16,243 shares; 2026Q1: 19,933 shares; 2026Q2: 19,640 shares 19,640 $2.16M 0.02% -293 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 1,344 shares; 2025Q2: 1,739 shares; 2025Q3: 2,145 shares; 2025Q4: 3,487 shares; 2026Q1: 4,375 shares; 2026Q2: 5,182 shares 5,182 $2.15M 0.02% +807 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,780 shares; 2025Q2: 4,417 shares; 2025Q3: 11,764 shares; 2025Q4: 19,656 shares; 2026Q1: 20,142 shares; 2026Q2: 22,611 shares 22,611 $2.15M 0.02% +2,469 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,410 shares; 2025Q1: 35,657 shares; 2025Q2: 20,176 shares; 2025Q3: 25,368 shares; 2025Q4: 37,359 shares; 2026Q1: 22,085 shares; 2026Q2: 22,247 shares 22,247 $2.15M 0.02% +162 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 2,223 shares; 2025Q2: 2,124 shares; 2025Q3: 2,286 shares; 2025Q4: 4,772 shares; 2026Q1: 5,792 shares; 2026Q2: 6,810 shares 6,810 $2.14M 0.02% +1,018 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 9,563 shares; 2025Q2: 10,503 shares; 2025Q3: 26,782 shares; 2025Q4: 32,456 shares; 2026Q1: 37,319 shares; 2026Q2: 40,807 shares 40,807 $2.14M 0.02% +3,488 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 7,946 shares; 2025Q2: 10,460 shares; 2025Q3: 12,157 shares; 2025Q4: 14,341 shares; 2026Q1: 14,531 shares; 2026Q2: 14,650 shares 14,650 $2.14M 0.02% +119 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 836 shares; 2025Q2: 770 shares; 2025Q3: 724 shares; 2025Q4: 32,451 shares; 2026Q1: 31,168 shares; 2026Q2: 30,707 shares 30,707 $2.14M 0.02% -461 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,465 shares; 2025Q2: 3,582 shares; 2025Q3: 4,267 shares; 2025Q4: 4,658 shares; 2026Q1: 7,259 shares; 2026Q2: 7,309 shares 7,309 $2.14M 0.02% +50 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,293 shares; 2025Q2: 12,243 shares; 2025Q3: 8,103 shares; 2025Q4: 35,096 shares; 2026Q1: 34,520 shares; 2026Q2: 35,631 shares 35,631 $2.14M 0.02% +1,111 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,719 shares; 2025Q1: 10,849 shares; 2025Q2: 10,313 shares; 2025Q3: 9,069 shares; 2025Q4: 15,806 shares; 2026Q1: 20,302 shares; 2026Q2: 17,537 shares 17,537 $2.13M 0.02% -2,765 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,529 shares; 2025Q1: 59,031 shares; 2025Q2: 34,945 shares; 2025Q3: 36,891 shares; 2025Q4: 42,251 shares; 2026Q1: 46,643 shares; 2026Q2: 43,070 shares 43,070 $2.13M 0.02% -3,573 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,600 shares; 2025Q1: 18,932 shares; 2025Q2: 19,973 shares; 2025Q3: 16,745 shares; 2025Q4: 23,674 shares; 2026Q1: 34,557 shares; 2026Q2: 42,031 shares 42,031 $2.12M 0.02% +7,474 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 355 shares; 2026Q1: 356 shares; 2026Q2: 47,553 shares 47,553 $2.12M 0.02% +47,197 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,464 shares; 2025Q1: 9,434 shares; 2025Q2: 9,820 shares; 2025Q3: 10,373 shares; 2025Q4: 17,268 shares; 2026Q1: 18,204 shares; 2026Q2: 17,646 shares 17,646 $2.12M 0.02% -558 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; 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; 2026Q2: 46,855 shares 46,855 $2.11M 0.02% +13,453 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,909 shares; 2025Q3: 5,770 shares; 2025Q4: 7,625 shares; 2026Q1: 7,920 shares; 2026Q2: 20,033 shares 20,033 $2.11M 0.02% +12,113 Timeline FTRI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,668 shares 132,668 $2.11M 0.02% new 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; 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; 2026Q2: 12,878 shares 12,878 $2.1M 0.02% +8,026 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 68,303 shares; 2025Q2: 64,859 shares; 2025Q3: 60,152 shares; 2025Q4: 60,853 shares; 2026Q1: 59,670 shares; 2026Q2: 59,614 shares 59,614 $2.1M 0.02% -56 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 51,362 shares; 2025Q4: 61,167 shares; 2026Q1: 62,429 shares; 2026Q2: 66,171 shares 66,171 $2.1M 0.02% +3,742 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,144 shares; 2025Q2: 4,037 shares; 2025Q3: 3,934 shares; 2025Q4: 3,643 shares; 2026Q1: 5,395 shares; 2026Q2: 5,463 shares 5,463 $2.1M 0.02% +68 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 11,417 shares; 2025Q2: 17,603 shares; 2025Q3: 20,315 shares; 2025Q4: 24,840 shares; 2026Q1: 26,469 shares; 2026Q2: 25,486 shares 25,486 $2.1M 0.02% -983 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; 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; 2026Q2: 43,860 shares 43,860 $2.09M 0.02% +25,741 Timeline LTTI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,080 shares 113,080 $2.09M 0.02% new 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; 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; 2026Q2: 8,903 shares 8,903 $2.08M 0.02% +4,288 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 23 shares; 2025Q3: 5,798 shares; 2025Q4: 19,056 shares; 2026Q1: 17,762 shares; 2026Q2: 21,087 shares 21,087 $2.07M 0.02% +3,325 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; 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; 2026Q2: 32,245 shares 32,245 $2.07M 0.02% +7,844 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,686 shares; 2025Q2: 2,275 shares; 2025Q3: 52,209 shares; 2025Q4: 61,704 shares; 2026Q1: 60,366 shares; 2026Q2: 45,357 shares 45,357 $2.07M 0.02% -15,009 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,432 shares; 2026Q2: 53,283 shares 53,283 $2.07M 0.02% -3,149 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 14,391 shares; 2025Q2: 15,637 shares; 2025Q3: 14,751 shares; 2025Q4: 16,328 shares; 2026Q1: 18,783 shares; 2026Q2: 22,051 shares 22,051 $2.06M 0.02% +3,268 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,650 shares; 2026Q1: 13,429 shares; 2026Q2: 27,216 shares 27,216 $2.06M 0.02% +13,787 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,605 shares; 2025Q1: 6,317 shares; 2025Q2: 7,108 shares; 2025Q3: 6,439 shares; 2025Q4: 14,817 shares; 2026Q1: 19,719 shares; 2026Q2: 21,964 shares 21,964 $2.05M 0.02% +2,245 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,175 shares; 2025Q2: 4,512 shares; 2025Q3: 2,679 shares; 2025Q4: 6,242 shares; 2026Q1: 6,547 shares; 2026Q2: 7,224 shares 7,224 $2.04M 0.02% +677 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 2,077 shares; 2025Q2: 3,117 shares; 2025Q3: 3,465 shares; 2025Q4: 3,283 shares; 2026Q1: 2,593 shares; 2026Q2: 3,871 shares 3,871 $2.04M 0.02% +1,278 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,945 shares; 2025Q1: 72,273 shares; 2025Q2: 77,735 shares; 2025Q3: 72,246 shares; 2025Q4: 80,902 shares; 2026Q1: 83,447 shares; 2026Q2: 81,112 shares 81,112 $2.03M 0.02% -2,335 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,912 shares; 2026Q2: 68,962 shares 68,962 $2.03M 0.02% -3,950 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,585 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 7,798 shares; 2025Q4: 12,668 shares; 2026Q1: 10,879 shares; 2026Q2: 17,312 shares 17,312 $2.03M 0.02% +6,433 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,534 shares; 2026Q1: 45,539 shares; 2026Q2: 45,545 shares 45,545 $2.02M 0.02% +6 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; 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; 2026Q2: 39,715 shares 39,715 $2.02M 0.02% +27,109 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,490 shares; 2025Q1: 8,176 shares; 2025Q2: 6,176 shares; 2025Q3: 107,531 shares; 2025Q4: 105,523 shares; 2026Q1: 101,716 shares; 2026Q2: 87,954 shares 87,954 $2.02M 0.02% -13,762 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,465 shares; 2025Q3: 3,838 shares; 2025Q4: 34,422 shares; 2026Q1: 33,405 shares; 2026Q2: 37,299 shares 37,299 $2.02M 0.02% +3,894 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 10,411 shares; 2026Q2: 92,550 shares 92,550 $2.01M 0.02% +82,139 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,650 shares; 2025Q1: 5,573 shares; 2025Q2: 7,638 shares; 2025Q3: 11,322 shares; 2025Q4: 12,921 shares; 2026Q1: 12,870 shares; 2026Q2: 7,677 shares 7,677 $2.01M 0.02% -5,193 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 4,409 shares; 2025Q2: 3,479 shares; 2025Q3: 6,077 shares; 2025Q4: 18,666 shares; 2026Q1: 24,308 shares; 2026Q2: 26,859 shares 26,859 $2M 0.02% +2,551 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,265 shares; 2026Q2: 77,964 shares 77,964 $2M 0.02% +7,699 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,318 shares; 2025Q1: 10,372 shares; 2025Q2: 9,436 shares; 2025Q3: 16,783 shares; 2025Q4: 16,361 shares; 2026Q1: 16,333 shares; 2026Q2: 16,303 shares 16,303 $1.99M 0.02% -30 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,157 shares; 2025Q1: 14,564 shares; 2025Q2: 37,356 shares; 2025Q3: 32,661 shares; 2025Q4: 34,333 shares; 2026Q1: 40,360 shares; 2026Q2: 41,497 shares 41,497 $1.99M 0.02% +1,137 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,330 shares; 2025Q1: 7,031 shares; 2025Q2: 7,927 shares; 2025Q3: 8,690 shares; 2025Q4: 11,249 shares; 2026Q1: 11,318 shares; 2026Q2: 11,704 shares 11,704 $1.99M 0.02% +386 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,748 shares; 2025Q1: 16,509 shares; 2025Q2: 15,159 shares; 2025Q3: 16,715 shares; 2025Q4: 21,557 shares; 2026Q1: 24,447 shares; 2026Q2: 25,812 shares 25,812 $1.99M 0.02% +1,365 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 6,540 shares; 2025Q2: 7,162 shares; 2025Q3: 7,552 shares; 2025Q4: 7,750 shares; 2026Q1: 14,245 shares; 2026Q2: 14,046 shares 14,046 $1.99M 0.02% -199 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,119 shares; 2025Q1: 8,786 shares; 2025Q2: 8,896 shares; 2025Q3: 11,143 shares; 2025Q4: 16,458 shares; 2026Q1: 18,331 shares; 2026Q2: 17,977 shares 17,977 $1.99M 0.02% -354 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,904 shares; 2025Q1: 124,634 shares; 2025Q2: 137,190 shares; 2025Q3: 107,227 shares; 2025Q4: 105,495 shares; 2026Q1: 146,491 shares; 2026Q2: 157,252 shares 157,252 $1.99M 0.02% +10,761 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,514 shares 20,514 $1.98M 0.02% +7,760 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,267 shares; 2025Q1: 28,369 shares; 2025Q2: 31,601 shares; 2025Q3: 35,517 shares; 2025Q4: 40,618 shares; 2026Q1: 41,137 shares; 2026Q2: 40,712 shares 40,712 $1.98M 0.02% -425 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 2,819 shares; 2025Q2: 2,063 shares; 2025Q3: 2,660 shares; 2025Q4: 7,492 shares; 2026Q1: 11,244 shares; 2026Q2: 16,271 shares 16,271 $1.98M 0.02% +5,027 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,384 shares 48,384 $1.97M 0.02% +23,752 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,263 shares; 2025Q1: 15,765 shares; 2025Q2: 52,979 shares; 2025Q3: 69,284 shares; 2025Q4: 109,725 shares; 2026Q1: 100,572 shares; 2026Q2: 98,633 shares 98,633 $1.96M 0.02% -1,939 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 5,824 shares; 2025Q4: 7,470 shares; 2026Q1: 16,519 shares; 2026Q2: 55,472 shares 55,472 $1.95M 0.02% +38,953 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 114,158 shares; 2025Q2: 20,254 shares; 2025Q3: 21,523 shares; 2025Q4: 21,152 shares; 2026Q1: 19,931 shares; 2026Q2: 26,781 shares 26,781 $1.95M 0.02% +6,850 Timeline GJAN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 607 shares; 2025Q3: 602 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 43,331 shares 43,331 $1.95M 0.02% +43,083 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 10,093 shares; 2025Q2: 14,552 shares; 2025Q3: 15,966 shares; 2025Q4: 15,677 shares; 2026Q1: 27,452 shares; 2026Q2: 29,352 shares 29,352 $1.95M 0.02% +1,900 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,393 shares; 2025Q1: 32,885 shares; 2025Q2: 29,426 shares; 2025Q3: 30,186 shares; 2025Q4: 36,015 shares; 2026Q1: 45,976 shares; 2026Q2: 41,771 shares 41,771 $1.95M 0.02% -4,205 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 11,140 shares; 2025Q2: 9,045 shares; 2025Q3: 12,497 shares; 2025Q4: 19,189 shares; 2026Q1: 23,003 shares; 2026Q2: 24,212 shares 24,212 $1.95M 0.02% +1,209 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,083 shares; 2025Q1: 45,507 shares; 2025Q2: 76,601 shares; 2025Q3: 80,938 shares; 2025Q4: 136,978 shares; 2026Q1: 102,800 shares; 2026Q2: 101,653 shares 101,653 $1.94M 0.02% -1,147 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; 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; 2026Q2: 61,799 shares 61,799 $1.94M 0.02% +31,902 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 97 shares; 2025Q2: 78 shares; 2025Q3: 249 shares; 2025Q4: 13,568 shares; 2026Q1: 13,554 shares; 2026Q2: 13,540 shares 13,540 $1.93M 0.02% -14 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,804 shares 79,804 $1.93M 0.02% +45,077 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; 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; 2026Q2: 23,334 shares 23,334 $1.92M 0.02% +17,057 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 15,862 shares; 2025Q2: 14,947 shares; 2025Q3: 15,002 shares; 2025Q4: 15,090 shares; 2026Q1: 14,680 shares; 2026Q2: 13,523 shares 13,523 $1.92M 0.02% -1,157 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 714 shares; 2025Q2: 615 shares; 2025Q3: 1,002 shares; 2025Q4: 1,552 shares; 2026Q1: 2,225 shares; 2026Q2: 2,418 shares 2,418 $1.92M 0.02% +193 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,501 shares; 2025Q1: 59,561 shares; 2025Q2: 54,577 shares; 2025Q3: 50,995 shares; 2025Q4: 44,248 shares; 2026Q1: 42,571 shares; 2026Q2: 41,801 shares 41,801 $1.92M 0.02% -770 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 33,985 shares; 2026Q1: 35,849 shares; 2026Q2: 40,549 shares 40,549 $1.91M 0.01% +4,700 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,851 shares; 2025Q1: 15,091 shares; 2025Q2: 33,148 shares; 2025Q3: 32,488 shares; 2025Q4: 38,809 shares; 2026Q1: 51,652 shares; 2026Q2: 51,523 shares 51,523 $1.91M 0.01% -129 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,489 shares; 2025Q1: 22,265 shares; 2025Q2: 19,906 shares; 2025Q3: 17,701 shares; 2025Q4: 16,116 shares; 2026Q1: 14,795 shares; 2026Q2: 19,980 shares 19,980 $1.9M 0.01% +5,185 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 32,550 shares 32,550 $1.89M 0.01% +31,190 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,467 shares; 2025Q2: 10,867 shares; 2025Q3: 46,184 shares; 2025Q4: 46,464 shares; 2026Q1: 47,678 shares; 2026Q2: 33,916 shares 33,916 $1.89M 0.01% -13,762 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,428 shares; 2025Q3: 55,816 shares; 2025Q4: 63,317 shares; 2026Q1: 40,906 shares; 2026Q2: 36,813 shares 36,813 $1.89M 0.01% -4,093 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: 7,535 shares; 2025Q3: 7,609 shares; 2025Q4: 7,280 shares; 2026Q1: 7,280 shares; 2026Q2: 7,231 shares 7,231 $1.89M 0.01% -49 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,154 shares; 2025Q1: 23,678 shares; 2025Q2: 23,502 shares; 2025Q3: 26,950 shares; 2025Q4: 31,336 shares; 2026Q1: 31,713 shares; 2026Q2: 33,517 shares 33,517 $1.88M 0.01% +1,804 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,248 shares; 2025Q1: 5,224 shares; 2025Q2: 4,836 shares; 2025Q3: 6,687 shares; 2025Q4: 9,389 shares; 2026Q1: 14,550 shares; 2026Q2: 15,242 shares 15,242 $1.88M 0.01% +692 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,514 shares; 2025Q3: 2,181 shares; 2025Q4: 2,150 shares; 2026Q1: 2,487 shares; 2026Q2: 3,041 shares 3,041 $1.87M 0.01% +554 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,010 shares; 2025Q1: 7,400 shares; 2025Q2: 6,284 shares; 2025Q3: 12,714 shares; 2025Q4: 17,516 shares; 2026Q1: 15,698 shares; 2026Q2: 19,417 shares 19,417 $1.87M 0.01% +3,719 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 272 shares; 2025Q4: 28,235 shares; 2026Q1: 30,766 shares; 2026Q2: 36,923 shares 36,923 $1.86M 0.01% +6,157 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,987 shares; 2025Q1: 36,891 shares; 2025Q2: 45,989 shares; 2025Q3: 59,472 shares; 2025Q4: 64,082 shares; 2026Q1: 67,367 shares; 2026Q2: 113,463 shares 113,463 $1.86M 0.01% +46,096 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,617 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 18,030 shares; 2025Q4: 26,863 shares; 2026Q1: 37,710 shares; 2026Q2: 38,480 shares 38,480 $1.86M 0.01% +770 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,216 shares; 2025Q1: 10,773 shares; 2025Q2: 11,556 shares; 2025Q3: 13,111 shares; 2025Q4: 15,599 shares; 2026Q1: 17,002 shares; 2026Q2: 17,247 shares 17,247 $1.86M 0.01% +245 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,588 shares; 2025Q1: 4,773 shares; 2025Q2: 5,382 shares; 2025Q3: 6,470 shares; 2025Q4: 10,026 shares; 2026Q1: 10,528 shares; 2026Q2: 14,689 shares 14,689 $1.86M 0.01% +4,161 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,928 shares; 2025Q1: 37,040 shares; 2025Q2: 29,703 shares; 2025Q3: 31,327 shares; 2025Q4: 42,421 shares; 2026Q1: 36,731 shares; 2026Q2: 41,073 shares 41,073 $1.85M 0.01% +4,342 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,230 shares; 2025Q1: 14,429 shares; 2025Q2: 24,468 shares; 2025Q3: 26,634 shares; 2025Q4: 41,571 shares; 2026Q1: 32,179 shares; 2026Q2: 33,325 shares 33,325 $1.85M 0.01% +1,146 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,721 shares; 2026Q1: 41,618 shares; 2026Q2: 38,098 shares 38,098 $1.85M 0.01% -3,520 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,055 shares; 2025Q1: 6,085 shares; 2025Q2: 6,923 shares; 2025Q3: 11,976 shares; 2025Q4: 29,529 shares; 2026Q1: 32,829 shares; 2026Q2: 35,030 shares 35,030 $1.84M 0.01% +2,201 Timeline IMPP IMPERIAL PETE INC More: the full row for IMPERIAL PETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 397,700 shares 397,700 $1.83M 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,668 shares; 2025Q1: 7,925 shares; 2025Q2: 6,861 shares; 2025Q3: 10,816 shares; 2025Q4: 13,557 shares; 2026Q1: 15,088 shares; 2026Q2: 15,687 shares 15,687 $1.83M 0.01% +599 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: 8,785 shares; 2025Q2: 8,909 shares; 2025Q3: 7,779 shares; 2025Q4: 58,909 shares; 2026Q1: 26,447 shares; 2026Q2: 45,297 shares 45,297 $1.83M 0.01% +18,850 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,047 shares; 2025Q1: 15,926 shares; 2025Q2: 19,558 shares; 2025Q3: 22,870 shares; 2025Q4: 24,536 shares; 2026Q1: 28,408 shares; 2026Q2: 31,467 shares 31,467 $1.82M 0.01% +3,059 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,514 shares; 2025Q1: 7,532 shares; 2025Q2: 9,686 shares; 2025Q3: 13,487 shares; 2025Q4: 20,141 shares; 2026Q1: 23,621 shares; 2026Q2: 25,978 shares 25,978 $1.82M 0.01% +2,357 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,946 shares; 2025Q1: 13,258 shares; 2025Q2: 14,171 shares; 2025Q3: 13,551 shares; 2025Q4: 35,715 shares; 2026Q1: 37,218 shares; 2026Q2: 37,809 shares 37,809 $1.82M 0.01% +591 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,798 shares; 2025Q1: 4,271 shares; 2025Q2: 6,008 shares; 2025Q3: 7,059 shares; 2025Q4: 8,516 shares; 2026Q1: 10,493 shares; 2026Q2: 11,880 shares 11,880 $1.81M 0.01% +1,387 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,915 shares; 2025Q2: 5,546 shares; 2025Q3: 18,532 shares; 2025Q4: 23,978 shares; 2026Q1: 44,036 shares; 2026Q2: 51,584 shares 51,584 $1.81M 0.01% +7,548 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,072 shares; 2025Q1: 369,966 shares; 2025Q2: 481,277 shares; 2025Q3: 92,578 shares; 2025Q4: 65,977 shares; 2026Q1: 52,662 shares; 2026Q2: 47,404 shares 47,404 $1.8M 0.01% -5,258 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,123 shares; 2025Q4: 13,277 shares; 2026Q1: 13,354 shares; 2026Q2: 14,109 shares 14,109 $1.8M 0.01% +755 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 593 shares; 2025Q2: 305 shares; 2025Q3: 265 shares; 2025Q4: 283 shares; 2026Q1: 301 shares; 2026Q2: 10,374 shares 10,374 $1.8M 0.01% +10,073 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,141 shares; 2025Q2: 1,399 shares; 2025Q3: 2,196 shares; 2025Q4: 4,269 shares; 2026Q1: 4,660 shares; 2026Q2: 4,610 shares 4,610 $1.8M 0.01% -50 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 2,815 shares; 2025Q2: 5,288 shares; 2025Q3: 4,926 shares; 2025Q4: 6,293 shares; 2026Q1: 6,088 shares; 2026Q2: 34,459 shares 34,459 $1.8M 0.01% +28,371 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,518 shares 4,518 $1.79M 0.01% +1,844 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; 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; 2026Q2: 72,372 shares 72,372 $1.79M 0.01% +40,796 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; 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; 2026Q2: 22,422 shares 22,422 $1.78M 0.01% +15,908 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 5,321 shares; 2025Q2: 5,338 shares; 2025Q3: 3,335 shares; 2025Q4: 3,504 shares; 2026Q1: 3,720 shares; 2026Q2: 4,179 shares 4,179 $1.78M 0.01% +459 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 467 shares; 2025Q2: 1,173 shares; 2025Q3: 1,678 shares; 2025Q4: 1,905 shares; 2026Q1: 5,924 shares; 2026Q2: 7,487 shares 7,487 $1.78M 0.01% +1,563 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; 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; 2026Q2: 8,362 shares 8,362 $1.77M 0.01% +5,824 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 996 shares; 2025Q2: 1,283 shares; 2025Q3: 117,798 shares; 2025Q4: 94,013 shares; 2026Q1: 94,328 shares; 2026Q2: 97,392 shares 97,392 $1.76M 0.01% +3,064 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,917 shares; 2025Q1: 49,175 shares; 2025Q2: 81,530 shares; 2025Q3: 45,405 shares; 2025Q4: 39,891 shares; 2026Q1: 34,215 shares; 2026Q2: 37,908 shares 37,908 $1.76M 0.01% +3,693 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,324 shares; 2025Q3: 33,681 shares; 2025Q4: 39,659 shares; 2026Q1: 37,622 shares; 2026Q2: 47,632 shares 47,632 $1.75M 0.01% +10,010 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 1,258 shares; 2025Q2: 6,359 shares; 2025Q3: 6,629 shares; 2025Q4: 37,222 shares; 2026Q1: 35,951 shares; 2026Q2: 36,101 shares 36,101 $1.74M 0.01% +150 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 279 shares; 2025Q2: 13,353 shares; 2025Q3: 14,618 shares; 2025Q4: 14,980 shares; 2026Q1: 12,990 shares; 2026Q2: 12,889 shares 12,889 $1.73M 0.01% -101 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 3,684 shares; 2025Q2: 3,645 shares; 2025Q3: 8,993 shares; 2025Q4: 10,956 shares; 2026Q1: 9,996 shares; 2026Q2: 9,569 shares 9,569 $1.72M 0.01% -427 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 5,908 shares; 2025Q2: 5,956 shares; 2025Q3: 5,863 shares; 2025Q4: 5,611 shares; 2026Q1: 6,860 shares; 2026Q2: 6,935 shares 6,935 $1.72M 0.01% +75 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,238 shares; 2025Q1: 4,023 shares; 2025Q2: 5,235 shares; 2025Q3: 6,283 shares; 2025Q4: 10,260 shares; 2026Q1: 16,873 shares; 2026Q2: 18,079 shares 18,079 $1.72M 0.01% +1,206 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 36,255 shares; 2025Q3: 36,255 shares; 2025Q4: 48,762 shares; 2026Q1: 48,762 shares; 2026Q2: 47,768 shares 47,768 $1.7M 0.01% -994 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 8,635 shares; 2025Q4: 32,691 shares; 2026Q1: 21,851 shares; 2026Q2: 45,324 shares 45,324 $1.7M 0.01% +23,473 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,747 shares; 2026Q1: 74,711 shares; 2026Q2: 80,018 shares 80,018 $1.7M 0.01% +5,307 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,648 shares; 2025Q1: 8,808 shares; 2025Q2: 9,109 shares; 2025Q3: 8,896 shares; 2025Q4: 9,081 shares; 2026Q1: 10,371 shares; 2026Q2: 9,662 shares 9,662 $1.7M 0.01% -709 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,137 shares; 2025Q2: 1,252 shares; 2025Q3: 1,907 shares; 2025Q4: 7,838 shares; 2026Q1: 7,881 shares; 2026Q2: 8,712 shares 8,712 $1.69M 0.01% +831 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,395 shares; 2025Q2: 1,421 shares; 2025Q3: 781 shares; 2025Q4: 1,231 shares; 2026Q1: 1,254 shares; 2026Q2: 1,244 shares 1,244 $1.69M 0.01% -10 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 5,248 shares; 2025Q2: 3,554 shares; 2025Q3: 3,555 shares; 2025Q4: 33,488 shares; 2026Q1: 34,763 shares; 2026Q2: 136,982 shares 136,982 $1.69M 0.01% +102,219 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 36,485 shares 36,485 $1.68M 0.01% +36,435 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 1,265 shares; 2025Q2: 1,380 shares; 2025Q3: 1,646 shares; 2025Q4: 3,130 shares; 2026Q1: 3,854 shares; 2026Q2: 5,005 shares 5,005 $1.66M 0.01% +1,151 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,535 shares; 2025Q2: 3,578 shares; 2025Q3: 4,638 shares; 2025Q4: 5,981 shares; 2026Q1: 5,745 shares; 2026Q2: 7,199 shares 7,199 $1.66M 0.01% +1,454 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,741 shares; 2025Q1: 1,899 shares; 2025Q2: 1,879 shares; 2025Q3: 4,339 shares; 2025Q4: 3,434 shares; 2026Q1: 4,127 shares; 2026Q2: 3,705 shares 3,705 $1.65M 0.01% -422 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,149 shares; 2025Q1: 24,005 shares; 2025Q2: 23,171 shares; 2025Q3: 23,063 shares; 2025Q4: 22,537 shares; 2026Q1: 23,918 shares; 2026Q2: 23,779 shares 23,779 $1.65M 0.01% -139 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,094 shares; 2025Q1: 9,664 shares; 2025Q2: 10,943 shares; 2025Q3: 9,125 shares; 2025Q4: 15,721 shares; 2026Q1: 21,071 shares; 2026Q2: 22,325 shares 22,325 $1.64M 0.01% +1,254 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 5,191 shares; 2025Q2: 4,767 shares; 2025Q3: 8,461 shares; 2025Q4: 14,680 shares; 2026Q1: 16,838 shares; 2026Q2: 17,632 shares 17,632 $1.64M 0.01% +794 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; 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; 2026Q2: 66,717 shares 66,717 $1.63M 0.01% -4,335 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,427 shares; 2025Q1: 4,149 shares; 2025Q2: 4,111 shares; 2025Q3: 6,909 shares; 2025Q4: 10,375 shares; 2026Q1: 13,264 shares; 2026Q2: 12,568 shares 12,568 $1.63M 0.01% -696 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,899 shares; 2025Q1: 6,067 shares; 2025Q2: 8,382 shares; 2025Q3: 11,436 shares; 2025Q4: 30,789 shares; 2026Q1: 32,041 shares; 2026Q2: 18,145 shares 18,145 $1.63M 0.01% -13,896 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,729 shares; 2025Q4: 39,729 shares; 2026Q1: 39,729 shares; 2026Q2: 59,465 shares 59,465 $1.63M 0.01% +19,736 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 30,625 shares; 2025Q4: 45,765 shares; 2026Q1: 44,336 shares; 2026Q2: 45,127 shares 45,127 $1.63M 0.01% +791 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 1,070 shares; 2025Q3: 800 shares; 2025Q4: 9,517 shares; 2026Q1: 3,210 shares; 2026Q2: 21,492 shares 21,492 $1.62M 0.01% +18,282 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 9,135 shares; 2025Q4: 21,484 shares; 2026Q1: 16,218 shares; 2026Q2: 16,204 shares 16,204 $1.61M 0.01% -14 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,454 shares; 2025Q3: 44,346 shares; 2025Q4: 37,788 shares; 2026Q1: 30,096 shares; 2026Q2: 28,578 shares 28,578 $1.61M 0.01% -1,518 Timeline QTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,327 shares 31,327 $1.6M 0.01% new Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,150 shares 28,150 $1.6M 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,150 shares 6,150 $1.6M 0.01% +1,499 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,459 shares; 2025Q1: 19,066 shares; 2025Q2: 18,684 shares; 2025Q3: 20,054 shares; 2025Q4: 25,899 shares; 2026Q1: 31,587 shares; 2026Q2: 34,315 shares 34,315 $1.6M 0.01% +2,728 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 9,952 shares; 2025Q4: 18,329 shares; 2026Q1: 19,061 shares; 2026Q2: 20,610 shares 20,610 $1.59M 0.01% +1,549 Timeline JMUB 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; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 14,029 shares; 2025Q2: 15,083 shares; 2025Q3: 28,104 shares; 2025Q4: 40,285 shares; 2026Q1: 125,934 shares; 2026Q2: 31,376 shares 31,376 $1.59M 0.01% -94,558 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 137 shares; 2025Q2: 50 shares; 2025Q3: 15,684 shares; 2025Q4: 29,977 shares; 2026Q1: 58,200 shares; 2026Q2: 64,189 shares 64,189 $1.58M 0.01% +5,989 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,657 shares; 2025Q1: 29,592 shares; 2025Q2: 75,735 shares; 2025Q3: 37,254 shares; 2025Q4: 33,664 shares; 2026Q1: 33,688 shares; 2026Q2: 32,020 shares 32,020 $1.58M 0.01% -1,668 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 50,466 shares; 2025Q4: 47,723 shares; 2026Q1: 48,403 shares; 2026Q2: 47,703 shares 47,703 $1.58M 0.01% -700 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 6,999 shares; 2025Q2: 11,709 shares; 2025Q3: 11,165 shares; 2025Q4: 11,647 shares; 2026Q1: 11,451 shares; 2026Q2: 11,280 shares 11,280 $1.58M 0.01% -171 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,811 shares; 2025Q1: 6,811 shares; 2025Q2: 18,008 shares; 2025Q3: 62,136 shares; 2025Q4: 165,523 shares; 2026Q1: 104,345 shares; 2026Q2: 80,703 shares 80,703 $1.58M 0.01% -23,642 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 617 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 20,553 shares; 2025Q4: 20,553 shares; 2026Q1: 20,553 shares; 2026Q2: 20,814 shares 20,814 $1.57M 0.01% +261 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,634 shares; 2025Q1: 5,634 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,199 shares; 2026Q1: 8,696 shares; 2026Q2: 8,621 shares 8,621 $1.57M 0.01% -75 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 278 shares; 2025Q3: 2,698 shares; 2025Q4: 4,365 shares; 2026Q1: 43,189 shares; 2026Q2: 38,361 shares 38,361 $1.57M 0.01% -4,828 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,454 shares; 2026Q1: 29,741 shares; 2026Q2: 31,412 shares 31,412 $1.57M 0.01% +1,671 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,820 shares; 2025Q2: 56,664 shares; 2025Q3: 60,989 shares; 2025Q4: 75,608 shares; 2026Q1: 63,228 shares; 2026Q2: 77,040 shares 77,040 $1.56M 0.01% +13,812 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,909 shares; 2025Q2: 4,050 shares; 2025Q3: 4,956 shares; 2025Q4: 8,179 shares; 2026Q1: 9,096 shares; 2026Q2: 10,127 shares 10,127 $1.56M 0.01% +1,031 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 24,675 shares; 2026Q1: 16,411 shares; 2026Q2: 10,594 shares 10,594 $1.56M 0.01% -5,817 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 35,450 shares; 2025Q3: 35,450 shares; 2025Q4: 35,450 shares; 2026Q1: 35,450 shares; 2026Q2: 45,134 shares 45,134 $1.55M 0.01% +9,684 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,085 shares; 2025Q1: 2,987 shares; 2025Q2: 7,608 shares; 2025Q3: 5,667 shares; 2025Q4: 7,701 shares; 2026Q1: 8,173 shares; 2026Q2: 9,768 shares 9,768 $1.55M 0.01% +1,595 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,739 shares; 2025Q1: 6,215 shares; 2025Q2: 5,711 shares; 2025Q3: 17,197 shares; 2025Q4: 42,295 shares; 2026Q1: 56,900 shares; 2026Q2: 36,313 shares 36,313 $1.55M 0.01% -20,587 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,533 shares; 2026Q1: 63,625 shares; 2026Q2: 63,625 shares 63,625 $1.55M 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 5,769 shares; 2025Q2: 11,803 shares; 2025Q3: 19,516 shares; 2025Q4: 25,156 shares; 2026Q1: 18,143 shares; 2026Q2: 17,445 shares 17,445 $1.54M 0.01% -698 Timeline AIOO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,626 shares 58,626 $1.54M 0.01% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,007 shares; 2025Q1: 40,250 shares; 2025Q2: 41,427 shares; 2025Q3: 44,622 shares; 2025Q4: 50,507 shares; 2026Q1: 57,768 shares; 2026Q2: 52,577 shares 52,577 $1.54M 0.01% -5,191 Timeline JMSI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 30,494 shares 30,494 $1.54M 0.01% +30,488 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,401 shares 39,401 $1.54M 0.01% +24,711 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 6,450 shares; 2025Q4: 16,523 shares; 2026Q1: 19,786 shares; 2026Q2: 26,862 shares 26,862 $1.53M 0.01% +7,076 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,522 shares; 2025Q1: 7,949 shares; 2025Q2: 7,299 shares; 2025Q3: 8,270 shares; 2025Q4: 9,445 shares; 2026Q1: 12,472 shares; 2026Q2: 13,385 shares 13,385 $1.52M 0.01% +913 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,034 shares; 2025Q1: 2,391 shares; 2025Q2: 2,746 shares; 2025Q3: 3,989 shares; 2025Q4: 4,086 shares; 2026Q1: 3,927 shares; 2026Q2: 3,310 shares 3,310 $1.52M 0.01% -617 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,487 shares; 2025Q1: 8,361 shares; 2025Q2: 20,308 shares; 2025Q3: 19,711 shares; 2025Q4: 26,073 shares; 2026Q1: 37,993 shares; 2026Q2: 32,956 shares 32,956 $1.52M 0.01% -5,037 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,452 shares; 2025Q1: 3,979 shares; 2025Q2: 4,037 shares; 2025Q3: 3,365 shares; 2025Q4: 8,567 shares; 2026Q1: 42,250 shares; 2026Q2: 41,552 shares 41,552 $1.52M 0.01% -698 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,912 shares; 2025Q1: 7,420 shares; 2025Q2: 7,419 shares; 2025Q3: 9,587 shares; 2025Q4: 21,274 shares; 2026Q1: 24,068 shares; 2026Q2: 20,817 shares 20,817 $1.52M 0.01% -3,251 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,759 shares; 2025Q1: 36,519 shares; 2025Q2: 44,416 shares; 2025Q3: 17,136 shares; 2025Q4: 16,887 shares; 2026Q1: 20,220 shares; 2026Q2: 20,455 shares 20,455 $1.5M 0.01% +235 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 392 shares; 2025Q2: 468 shares; 2025Q3: 476 shares; 2025Q4: 570 shares; 2026Q1: 656 shares; 2026Q2: 723 shares 723 $1.5M 0.01% +67 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,108 shares; 2025Q2: 1,806 shares; 2025Q3: 2,006 shares; 2025Q4: 6,070 shares; 2026Q1: 7,821 shares; 2026Q2: 8,880 shares 8,880 $1.5M 0.01% +1,059 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,871 shares; 2025Q1: 26,482 shares; 2025Q2: 25,962 shares; 2025Q3: 19,791 shares; 2025Q4: 36,622 shares; 2026Q1: 40,177 shares; 2026Q2: 40,957 shares 40,957 $1.49M 0.01% +780 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,407 shares; 2025Q1: 5,284 shares; 2025Q2: 5,495 shares; 2025Q3: 8,166 shares; 2025Q4: 7,464 shares; 2026Q1: 32,021 shares; 2026Q2: 32,604 shares 32,604 $1.49M 0.01% +583 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 43,901 shares; 2026Q1: 34,377 shares; 2026Q2: 43,203 shares 43,203 $1.49M 0.01% +8,826 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,404 shares; 2025Q1: 8,687 shares; 2025Q2: 7,872 shares; 2025Q3: 9,250 shares; 2025Q4: 7,257 shares; 2026Q1: 6,736 shares; 2026Q2: 6,503 shares 6,503 $1.49M 0.01% -233 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,948 shares; 2026Q1: 79,133 shares; 2026Q2: 79,917 shares 79,917 $1.48M 0.01% +784 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,628 shares; 2025Q2: 24,453 shares; 2025Q3: 24,726 shares; 2025Q4: 24,631 shares; 2026Q1: 24,804 shares; 2026Q2: 24,668 shares 24,668 $1.47M 0.01% -136 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,816 shares 3,816 $1.47M 0.01% +397 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,627 shares; 2025Q1: 2,726 shares; 2025Q2: 4,416 shares; 2025Q3: 3,684 shares; 2025Q4: 4,455 shares; 2026Q1: 6,544 shares; 2026Q2: 6,170 shares 6,170 $1.47M 0.01% -374 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 5,501 shares; 2025Q4: 35,413 shares; 2026Q1: 35,270 shares; 2026Q2: 55,971 shares 55,971 $1.47M 0.01% +20,701 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 198 shares; 2025Q3: 230 shares; 2025Q4: 897 shares; 2026Q1: 990 shares; 2026Q2: 7,824 shares 7,824 $1.46M 0.01% +6,834 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,013 shares; 2025Q1: 38,238 shares; 2025Q2: 33,369 shares; 2025Q3: 37,541 shares; 2025Q4: 57,457 shares; 2026Q1: 68,491 shares; 2026Q2: 56,298 shares 56,298 $1.46M 0.01% -12,193 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 584 shares; 2025Q3: 778 shares; 2025Q4: 624 shares; 2026Q1: 777 shares; 2026Q2: 252,205 shares 252,205 $1.46M 0.01% +251,428 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; 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; 2026Q2: 12,925 shares 12,925 $1.45M 0.01% +7,084 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 72,366 shares; 2026Q1: 71,994 shares; 2026Q2: 70,994 shares 70,994 $1.45M 0.01% -1,000 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,739 shares; 2026Q2: 38,078 shares 38,078 $1.45M 0.01% +8,339 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 2,291 shares; 2025Q2: 2,351 shares; 2025Q3: 2,539 shares; 2025Q4: 2,867 shares; 2026Q1: 3,002 shares; 2026Q2: 2,917 shares 2,917 $1.44M 0.01% -85 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 2,959 shares; 2025Q2: 6,646 shares; 2025Q3: 6,647 shares; 2025Q4: 6,647 shares; 2026Q1: 28,569 shares; 2026Q2: 21,012 shares 21,012 $1.44M 0.01% -7,557 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,160 shares; 2025Q1: 42,014 shares; 2025Q2: 25,959 shares; 2025Q3: 21,407 shares; 2025Q4: 26,490 shares; 2026Q1: 31,621 shares; 2026Q2: 35,054 shares 35,054 $1.44M 0.01% +3,433 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,607 shares; 2025Q1: 27,556 shares; 2025Q2: 124,769 shares; 2025Q3: 12,537 shares; 2025Q4: 12,174 shares; 2026Q1: 26,798 shares; 2026Q2: 33,422 shares 33,422 $1.44M 0.01% +6,624 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 53,940 shares 53,940 $1.44M 0.01% +51,840 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 18,007 shares; 2025Q4: 16,525 shares; 2026Q1: 38,061 shares; 2026Q2: 23,086 shares 23,086 $1.43M 0.01% -14,975 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 2,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,167 shares; 2025Q4: 3,029 shares; 2026Q1: 3,385 shares; 2026Q2: 3,960 shares 3,960 $1.43M 0.01% +575 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,633 shares; 2025Q1: 39,288 shares; 2025Q2: 36,455 shares; 2025Q3: 35,574 shares; 2025Q4: 36,622 shares; 2026Q1: 47,097 shares; 2026Q2: 39,222 shares 39,222 $1.43M 0.01% -7,875 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 1,284 shares; 2025Q2: 1,741 shares; 2025Q3: 1,195 shares; 2025Q4: 2,161 shares; 2026Q1: 3,472 shares; 2026Q2: 2,980 shares 2,980 $1.42M 0.01% -492 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: 3,371 shares; 2025Q2: 3,389 shares; 2025Q3: 6,463 shares; 2025Q4: 7,564 shares; 2026Q1: 7,292 shares; 2026Q2: 7,834 shares 7,834 $1.42M 0.01% +542 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,559 shares; 2025Q1: 3,748 shares; 2025Q2: 4,270 shares; 2025Q3: 3,697 shares; 2025Q4: 6,706 shares; 2026Q1: 9,696 shares; 2026Q2: 9,895 shares 9,895 $1.42M 0.01% +199 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,485 shares; 2025Q1: 23,745 shares; 2025Q2: 17,372 shares; 2025Q3: 17,302 shares; 2025Q4: 32,444 shares; 2026Q1: 47,293 shares; 2026Q2: 61,536 shares 61,536 $1.42M 0.01% +14,243 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; 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; 2026Q2: 8,364 shares 8,364 $1.42M 0.01% +2,428 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: 3,410 shares; 2025Q2: 4,903 shares; 2025Q3: 5,143 shares; 2025Q4: 5,185 shares; 2026Q1: 5,691 shares; 2026Q2: 6,259 shares 6,259 $1.41M 0.01% +568 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,243 shares; 2025Q4: 9,012 shares; 2026Q1: 11,478 shares; 2026Q2: 13,976 shares 13,976 $1.41M 0.01% +2,498 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,705 shares; 2025Q1: 4,645 shares; 2025Q2: 5,707 shares; 2025Q3: 6,022 shares; 2025Q4: 24,244 shares; 2026Q1: 66,302 shares; 2026Q2: 53,642 shares 53,642 $1.4M 0.01% -12,660 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 324 shares; 2025Q2: 3,579 shares; 2025Q3: 10,218 shares; 2025Q4: 33,186 shares; 2026Q1: 35,921 shares; 2026Q2: 36,830 shares 36,830 $1.4M 0.01% +909 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,708 shares; 2025Q1: 2,478 shares; 2025Q2: 2,237 shares; 2025Q3: 11,412 shares; 2025Q4: 48,763 shares; 2026Q1: 52,684 shares; 2026Q2: 55,489 shares 55,489 $1.4M 0.01% +2,805 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,672 shares; 2025Q2: 2,047 shares; 2025Q3: 3,049 shares; 2025Q4: 4,028 shares; 2026Q1: 4,550 shares; 2026Q2: 4,820 shares 4,820 $1.4M 0.01% +270 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,962 shares; 2025Q1: 42,747 shares; 2025Q2: 43,064 shares; 2025Q3: 45,437 shares; 2025Q4: 81,917 shares; 2026Q1: 82,832 shares; 2026Q2: 82,621 shares 82,621 $1.39M 0.01% -211 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; 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; 2026Q2: 265,640 shares 265,640 $1.39M 0.01% -3,497 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,949 shares; 2025Q1: 8,771 shares; 2025Q2: 18,961 shares; 2025Q3: 22,450 shares; 2025Q4: 34,587 shares; 2026Q1: 40,112 shares; 2026Q2: 42,292 shares 42,292 $1.39M 0.01% +2,180 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; 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; 2026Q2: 6,511 shares 6,511 $1.38M 0.01% +2,587 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 9,354 shares; 2025Q2: 9,171 shares; 2025Q3: 11,512 shares; 2025Q4: 13,183 shares; 2026Q1: 14,020 shares; 2026Q2: 16,251 shares 16,251 $1.37M 0.01% +2,231 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 4,468 shares; 2025Q4: 11,771 shares; 2026Q1: 43,746 shares; 2026Q2: 45,231 shares 45,231 $1.37M 0.01% +1,485 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 7,731 shares; 2025Q3: 6,853 shares; 2025Q4: 5,385 shares; 2026Q1: 14,458 shares; 2026Q2: 14,290 shares 14,290 $1.37M 0.01% -168 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,917 shares; 2025Q1: 35,451 shares; 2025Q2: 22,952 shares; 2025Q3: 22,592 shares; 2025Q4: 22,494 shares; 2026Q1: 28,747 shares; 2026Q2: 28,581 shares 28,581 $1.37M 0.01% -166 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 886 shares; 2025Q1: 1,159 shares; 2025Q2: 4,849 shares; 2025Q3: 6,616 shares; 2025Q4: 6,779 shares; 2026Q1: 6,103 shares; 2026Q2: 7,115 shares 7,115 $1.36M 0.01% +1,012 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,274 shares; 2025Q2: 5,838 shares; 2025Q3: 4,951 shares; 2025Q4: 5,542 shares; 2026Q1: 7,412 shares; 2026Q2: 7,363 shares 7,363 $1.36M 0.01% -49 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,779 shares; 2025Q2: 48,478 shares; 2025Q3: 45,462 shares; 2025Q4: 45,922 shares; 2026Q1: 45,275 shares; 2026Q2: 45,268 shares 45,268 $1.36M 0.01% -7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,149 shares; 2025Q4: 20,825 shares; 2026Q1: 31,609 shares; 2026Q2: 35,593 shares 35,593 $1.36M 0.01% +3,984 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 10,176 shares; 2025Q3: 54,686 shares; 2025Q4: 157,235 shares; 2026Q1: 90,189 shares; 2026Q2: 69,094 shares 69,094 $1.36M 0.01% -21,095 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; 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; 2026Q2: 63,575 shares 63,575 $1.35M 0.01% +23,260 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 885 shares; 2025Q3: 42,007 shares; 2025Q4: 54,236 shares; 2026Q1: 35,433 shares; 2026Q2: 34,654 shares 34,654 $1.35M 0.01% -779 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,257 shares; 2025Q1: 18,680 shares; 2025Q2: 17,659 shares; 2025Q3: 18,269 shares; 2025Q4: 16,514 shares; 2026Q1: 16,633 shares; 2026Q2: 16,780 shares 16,780 $1.35M 0.01% +147 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,616 shares; 2025Q1: 19,866 shares; 2025Q2: 22,125 shares; 2025Q3: 17,383 shares; 2025Q4: 21,229 shares; 2026Q1: 24,008 shares; 2026Q2: 32,397 shares 32,397 $1.34M 0.01% +8,389 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; 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; 2026Q2: 30,332 shares 30,332 $1.34M 0.01% +17,278 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 20,309 shares; 2025Q2: 877 shares; 2025Q3: 1,036 shares; 2025Q4: 3,056 shares; 2026Q1: 11,538 shares; 2026Q2: 11,630 shares 11,630 $1.34M 0.01% +92 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,544 shares; 2025Q1: 6,890 shares; 2025Q2: 14,462 shares; 2025Q3: 13,800 shares; 2025Q4: 17,976 shares; 2026Q1: 33,610 shares; 2026Q2: 33,835 shares 33,835 $1.34M 0.01% +225 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 21,892 shares; 2025Q2: 23,093 shares; 2025Q3: 23,069 shares; 2025Q4: 22,585 shares; 2026Q1: 24,198 shares; 2026Q2: 21,367 shares 21,367 $1.33M 0.01% -2,831 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; 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; 2026Q2: 26,123 shares 26,123 $1.33M 0.01% +14,115 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 2,773 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 51,372 shares; 2026Q1: 33,123 shares; 2026Q2: 32,644 shares 32,644 $1.33M 0.01% -479 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 5,887 shares; 2026Q2: 34,741 shares 34,741 $1.33M 0.01% +28,854 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,967 shares; 2026Q1: 37,090 shares; 2026Q2: 37,104 shares 37,104 $1.33M 0.01% +14 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,240 shares; 2025Q2: 2,477 shares; 2025Q3: 22,684 shares; 2025Q4: 25,345 shares; 2026Q1: 28,063 shares; 2026Q2: 25,407 shares 25,407 $1.32M 0.01% -2,656 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,993 shares; 2025Q2: 21,988 shares; 2025Q3: 22,136 shares; 2025Q4: 42,426 shares; 2026Q1: 38,109 shares; 2026Q2: 37,656 shares 37,656 $1.32M 0.01% -453 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,230 shares; 2026Q1: 4,846 shares; 2026Q2: 32,972 shares 32,972 $1.32M 0.01% +28,126 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,659 shares; 2025Q1: 20,032 shares; 2025Q2: 36,196 shares; 2025Q3: 44,851 shares; 2025Q4: 53,457 shares; 2026Q1: 64,559 shares; 2026Q2: 68,743 shares 68,743 $1.31M 0.01% +4,184 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 216 shares; 2025Q2: 316 shares; 2025Q3: 1,302 shares; 2025Q4: 2,320 shares; 2026Q1: 6,339 shares; 2026Q2: 6,456 shares 6,456 $1.31M 0.01% +117 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,931 shares; 2025Q1: 12,269 shares; 2025Q2: 11,562 shares; 2025Q3: 16,980 shares; 2025Q4: 17,131 shares; 2026Q1: 17,387 shares; 2026Q2: 19,518 shares 19,518 $1.31M 0.01% +2,131 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; 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; 2026Q2: 51,223 shares 51,223 $1.31M 0.01% +30,774 Timeline GNOV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 798 shares; 2025Q3: 699 shares; 2025Q4: 342 shares; 2026Q1: 299 shares; 2026Q2: 31,059 shares 31,059 $1.3M 0.01% +30,760 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 1,650 shares; 2025Q4: 2,104 shares; 2026Q1: 4,494 shares; 2026Q2: 6,439 shares 6,439 $1.3M 0.01% +1,945 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,871 shares 12,871 $1.3M 0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,687 shares; 2025Q1: 22,931 shares; 2025Q2: 17,230 shares; 2025Q3: 14,356 shares; 2025Q4: 14,683 shares; 2026Q1: 16,187 shares; 2026Q2: 13,329 shares 13,329 $1.29M 0.01% -2,858 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,399 shares; 2025Q1: 31,756 shares; 2025Q2: 31,756 shares; 2025Q3: 34,997 shares; 2025Q4: 44,712 shares; 2026Q1: 45,503 shares; 2026Q2: 43,101 shares 43,101 $1.29M 0.01% -2,402 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,183 shares; 2025Q1: 13,972 shares; 2025Q2: 12,999 shares; 2025Q3: 14,892 shares; 2025Q4: 23,472 shares; 2026Q1: 25,201 shares; 2026Q2: 27,634 shares 27,634 $1.29M 0.01% +2,433 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: 4,090 shares; 2025Q2: 5,757 shares; 2025Q3: 29,247 shares; 2025Q4: 30,334 shares; 2026Q1: 8,221 shares; 2026Q2: 8,550 shares 8,550 $1.28M 0.01% +329 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,786 shares; 2025Q1: 26,876 shares; 2025Q2: 26,876 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares; 2026Q1: 26,875 shares; 2026Q2: 27,827 shares 27,827 $1.28M 0.01% +952 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,384 shares; 2025Q1: 2,684 shares; 2025Q2: 12,300 shares; 2025Q3: 13,908 shares; 2025Q4: 27,088 shares; 2026Q1: 8,807 shares; 2026Q2: 52,526 shares 52,526 $1.27M 0.01% +43,719 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,244 shares; 2025Q2: 11,994 shares; 2025Q3: 14,117 shares; 2025Q4: 16,791 shares; 2026Q1: 16,880 shares; 2026Q2: 16,137 shares 16,137 $1.27M 0.01% -743 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 13,274 shares; 2025Q3: 14,763 shares; 2025Q4: 16,064 shares; 2026Q1: 13,019 shares; 2026Q2: 12,112 shares 12,112 $1.27M 0.01% -907 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,184 shares; 2025Q1: 93,653 shares; 2025Q2: 89,792 shares; 2025Q3: 142,569 shares; 2025Q4: 82,712 shares; 2026Q1: 154,692 shares; 2026Q2: 79,947 shares 79,947 $1.27M 0.01% -74,745 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,744 shares; 2025Q1: 28,636 shares; 2025Q2: 28,969 shares; 2025Q3: 41,064 shares; 2025Q4: 43,355 shares; 2026Q1: 39,753 shares; 2026Q2: 29,415 shares 29,415 $1.27M 0.01% -10,338 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,648 shares 16,648 $1.27M 0.01% +6,737 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,173 shares; 2025Q1: 18,153 shares; 2025Q2: 18,287 shares; 2025Q3: 18,137 shares; 2025Q4: 18,105 shares; 2026Q1: 18,491 shares; 2026Q2: 18,324 shares 18,324 $1.27M 0.01% -167 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 1,085 shares; 2025Q2: 1,281 shares; 2025Q3: 1,687 shares; 2025Q4: 2,217 shares; 2026Q1: 6,620 shares; 2026Q2: 7,208 shares 7,208 $1.27M 0.01% +588 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 5,715 shares; 2025Q2: 7,815 shares; 2025Q3: 27,535 shares; 2025Q4: 54,671 shares; 2026Q1: 54,723 shares; 2026Q2: 53,278 shares 53,278 $1.27M 0.01% -1,445 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,534 shares; 2025Q1: 12,226 shares; 2025Q2: 22,923 shares; 2025Q3: 32,266 shares; 2025Q4: 22,439 shares; 2026Q1: 47,311 shares; 2026Q2: 48,748 shares 48,748 $1.27M 0.01% +1,437 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,985 shares 22,985 $1.26M 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,827 shares; 2025Q1: 6,517 shares; 2025Q2: 5,356 shares; 2025Q3: 5,902 shares; 2025Q4: 6,555 shares; 2026Q1: 7,380 shares; 2026Q2: 50,434 shares 50,434 $1.26M 0.01% +43,054 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,262 shares; 2025Q1: 24,229 shares; 2025Q2: 41,462 shares; 2025Q3: 42,020 shares; 2025Q4: 42,948 shares; 2026Q1: 45,990 shares; 2026Q2: 46,180 shares 46,180 $1.26M 0.01% +190 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,136 shares; 2025Q1: 3,914 shares; 2025Q2: 4,299 shares; 2025Q3: 6,653 shares; 2025Q4: 8,160 shares; 2026Q1: 8,552 shares; 2026Q2: 7,543 shares 7,543 $1.26M 0.01% -1,009 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,144 shares; 2025Q1: 17,650 shares; 2025Q2: 5,581 shares; 2025Q3: 12,076 shares; 2025Q4: 14,107 shares; 2026Q1: 11,489 shares; 2026Q2: 43,285 shares 43,285 $1.26M 0.01% +31,796 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,275 shares; 2026Q1: 53,190 shares; 2026Q2: 27,766 shares 27,766 $1.25M 0.01% -25,424 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 577 shares; 2025Q2: 2,330 shares; 2025Q3: 1,017 shares; 2025Q4: 1,522 shares; 2026Q1: 3,520 shares; 2026Q2: 3,591 shares 3,591 $1.25M 0.01% +71 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 8,563 shares; 2025Q2: 8,491 shares; 2025Q3: 8,809 shares; 2025Q4: 8,281 shares; 2026Q1: 11,568 shares; 2026Q2: 11,523 shares 11,523 $1.24M 0.01% -45 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,860 shares; 2025Q1: 16,503 shares; 2025Q2: 20,274 shares; 2025Q3: 20,776 shares; 2025Q4: 22,950 shares; 2026Q1: 29,846 shares; 2026Q2: 35,597 shares 35,597 $1.24M 0.01% +5,751 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; 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; 2026Q2: 90,044 shares 90,044 $1.24M 0.01% +12,884 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,179 shares 22,179 $1.24M 0.01% +5,112 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 206 shares; 2025Q4: 311 shares; 2026Q1: 103,566 shares; 2026Q2: 94,501 shares 94,501 $1.24M 0.01% -9,065 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,653 shares; 2025Q2: 13,722 shares; 2025Q3: 15,992 shares; 2025Q4: 31,549 shares; 2026Q1: 27,484 shares; 2026Q2: 24,910 shares 24,910 $1.23M 0.01% -2,574 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,588 shares; 2025Q1: 15,139 shares; 2025Q2: 13,635 shares; 2025Q3: 13,462 shares; 2025Q4: 13,470 shares; 2026Q1: 13,450 shares; 2026Q2: 13,528 shares 13,528 $1.23M 0.01% +78 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; 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; 2026Q2: 52,124 shares 52,124 $1.23M 0.01% +11,631 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,352 shares; 2026Q2: 15,800 shares 15,800 $1.23M 0.01% +1,448 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,060 shares; 2025Q1: 12,062 shares; 2025Q2: 13,079 shares; 2025Q3: 17,982 shares; 2025Q4: 20,391 shares; 2026Q1: 22,272 shares; 2026Q2: 28,699 shares 28,699 $1.23M 0.01% +6,427 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,580 shares; 2025Q1: 6,367 shares; 2025Q2: 7,341 shares; 2025Q3: 7,804 shares; 2025Q4: 11,284 shares; 2026Q1: 11,813 shares; 2026Q2: 14,093 shares 14,093 $1.23M 0.01% +2,280 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; 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; 2026Q2: 26,748 shares 26,748 $1.22M 0.01% +11,368 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,149 shares; 2025Q1: 5,026 shares; 2025Q2: 6,272 shares; 2025Q3: 6,639 shares; 2025Q4: 9,075 shares; 2026Q1: 8,246 shares; 2026Q2: 9,230 shares 9,230 $1.22M 0.01% +984 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 6,230 shares; 2025Q4: 19,320 shares; 2026Q1: 3,838 shares; 2026Q2: 109,484 shares 109,484 $1.22M 0.01% +105,646 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,799 shares; 2025Q1: 22,465 shares; 2025Q2: 44,058 shares; 2025Q3: 33,201 shares; 2025Q4: 33,607 shares; 2026Q1: 33,443 shares; 2026Q2: 32,969 shares 32,969 $1.2M 0.01% -474 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 2,013 shares; 2026Q1: 21,815 shares; 2026Q2: 25,252 shares 25,252 $1.2M 0.01% +3,437 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 9,280 shares; 2025Q2: 8,677 shares; 2025Q3: 8,536 shares; 2025Q4: 8,679 shares; 2026Q1: 9,080 shares; 2026Q2: 8,650 shares 8,650 $1.19M 0.01% -430 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; 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; 2026Q2: 67,108 shares 67,108 $1.19M 0.01% +38,621 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,280 shares; 2026Q1: 33,287 shares; 2026Q2: 46,381 shares 46,381 $1.19M 0.01% +13,094 Timeline JFLI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304 shares; 2026Q1: not reported; 2026Q2: 21,835 shares 21,835 $1.19M 0.01% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 2,439 shares; 2026Q1: 69,158 shares; 2026Q2: 72,423 shares 72,423 $1.19M 0.01% +3,265 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; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 558 shares; 2025Q2: 564 shares; 2025Q3: 692 shares; 2025Q4: 1,018 shares; 2026Q1: 6,301 shares; 2026Q2: 8,130 shares 8,130 $1.19M 0.01% +1,829 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,055 shares; 2026Q2: 22,327 shares 22,327 $1.18M 0.01% +14,272 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,666 shares; 2025Q2: 3,560 shares; 2025Q3: 4,015 shares; 2025Q4: 5,515 shares; 2026Q1: 8,316 shares; 2026Q2: 23,316 shares 23,316 $1.18M 0.01% +15,000 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,647 shares; 2025Q1: 16,139 shares; 2025Q2: 16,223 shares; 2025Q3: 17,647 shares; 2025Q4: 22,434 shares; 2026Q1: 22,773 shares; 2026Q2: 24,289 shares 24,289 $1.18M 0.01% +1,516 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,091 shares; 2025Q1: 26,674 shares; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares; 2025Q4: 25,805 shares; 2026Q1: 27,249 shares; 2026Q2: 26,064 shares 26,064 $1.18M 0.01% -1,185 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,027 shares; 2025Q3: 8,627 shares; 2025Q4: 9,002 shares; 2026Q1: 14,914 shares; 2026Q2: 14,634 shares 14,634 $1.17M 0.01% -280 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,714 shares; 2025Q1: 8,638 shares; 2025Q2: 8,918 shares; 2025Q3: 10,544 shares; 2025Q4: 14,685 shares; 2026Q1: 14,579 shares; 2026Q2: 16,610 shares 16,610 $1.17M 0.01% +2,031 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 3,131 shares; 2026Q1: 9,617 shares; 2026Q2: 35,540 shares 35,540 $1.17M 0.01% +25,923 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,606 shares; 2026Q2: 13,240 shares 13,240 $1.17M 0.01% -366 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,695 shares 135,695 $1.17M 0.01% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 294 shares; 2025Q4: 5,334 shares; 2026Q1: 7,398 shares; 2026Q2: 25,619 shares 25,619 $1.17M 0.01% +18,221 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 176 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 76 shares; 2026Q1: 5,833 shares; 2026Q2: 6,741 shares 6,741 $1.17M 0.01% +908 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,948 shares; 2025Q4: 14,807 shares; 2026Q1: 20,293 shares; 2026Q2: 51,594 shares 51,594 $1.17M 0.01% +31,301 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,278 shares; 2025Q1: 15,149 shares; 2025Q2: 13,927 shares; 2025Q3: 13,929 shares; 2025Q4: 8,708 shares; 2026Q1: 8,310 shares; 2026Q2: 8,805 shares 8,805 $1.17M 0.01% +495 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,310 shares; 2025Q4: 4,056 shares; 2026Q1: 10,005 shares; 2026Q2: 11,857 shares 11,857 $1.17M 0.01% +1,852 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,456 shares; 2025Q1: 23,547 shares; 2025Q2: 22,135 shares; 2025Q3: 22,381 shares; 2025Q4: 25,250 shares; 2026Q1: 47,072 shares; 2026Q2: 42,577 shares 42,577 $1.17M 0.01% -4,495 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,854 shares; 2025Q4: 6,134 shares; 2026Q1: 26,169 shares; 2026Q2: 27,511 shares 27,511 $1.16M 0.01% +1,342 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 290 shares; 2025Q2: 273 shares; 2025Q3: 912 shares; 2025Q4: 1,236 shares; 2026Q1: 1,777 shares; 2026Q2: 3,057 shares 3,057 $1.16M 0.01% +1,280 Timeline