QBSF 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: 16,512 shares; 2026Q1: not reported; 2026Q2: 42,913 shares 42,913 $1.16M 0.01% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares; 2025Q4: 19,399 shares; 2026Q1: 19,443 shares; 2026Q2: 19,663 shares 19,663 $1.16M 0.01% +220 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 3,430 shares; 2025Q2: 6,303 shares; 2025Q3: 9,068 shares; 2025Q4: 9,467 shares; 2026Q1: 6,438 shares; 2026Q2: 8,426 shares 8,426 $1.16M 0.01% +1,988 Timeline JEMA 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: 6,555 shares; 2025Q1: 7,293 shares; 2025Q2: 7,066 shares; 2025Q3: 6,186 shares; 2025Q4: 6,062 shares; 2026Q1: 5,612 shares; 2026Q2: 18,097 shares 18,097 $1.16M 0.01% +12,485 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,344 shares; 2025Q1: 13,542 shares; 2025Q2: 14,148 shares; 2025Q3: 17,775 shares; 2025Q4: 21,459 shares; 2026Q1: 21,498 shares; 2026Q2: 24,250 shares 24,250 $1.15M 0.01% +2,752 Timeline SMMD 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: 822 shares; 2025Q2: 822 shares; 2025Q3: 4,162 shares; 2025Q4: 11,433 shares; 2026Q1: 13,446 shares; 2026Q2: 12,599 shares 12,599 $1.15M 0.01% -847 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 2,614 shares; 2025Q2: 2,493 shares; 2025Q3: 3,931 shares; 2025Q4: 6,231 shares; 2026Q1: 5,991 shares; 2026Q2: 7,077 shares 7,077 $1.15M 0.01% +1,086 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 8,096 shares; 2025Q4: 8,497 shares; 2026Q1: 19,636 shares; 2026Q2: 19,734 shares 19,734 $1.15M 0.01% +98 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 5,502 shares; 2025Q2: 7,602 shares; 2025Q3: 9,150 shares; 2025Q4: 12,876 shares; 2026Q1: 14,771 shares; 2026Q2: 13,709 shares 13,709 $1.15M 0.01% -1,062 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 265 shares; 2025Q4: 387 shares; 2026Q1: 358 shares; 2026Q2: 359 shares 359 $1.15M 0.01% +1 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,747 shares; 2025Q1: 2,246 shares; 2025Q2: 2,332 shares; 2025Q3: 2,917 shares; 2025Q4: 3,287 shares; 2026Q1: 2,909 shares; 2026Q2: 3,589 shares 3,589 $1.14M 0.01% +680 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,255 shares; 2025Q1: 23,290 shares; 2025Q2: 30,314 shares; 2025Q3: 35,860 shares; 2025Q4: 49,767 shares; 2026Q1: 111,414 shares; 2026Q2: 114,802 shares 114,802 $1.14M 0.01% +3,388 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,705 shares; 2025Q1: 6,068 shares; 2025Q2: 6,325 shares; 2025Q3: 10,529 shares; 2025Q4: 11,634 shares; 2026Q1: 12,937 shares; 2026Q2: 13,212 shares 13,212 $1.14M 0.01% +275 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 39,629 shares; 2025Q2: 21,117 shares; 2025Q3: 20,925 shares; 2025Q4: 20,470 shares; 2026Q1: 20,028 shares; 2026Q2: 20,022 shares 20,022 $1.14M 0.01% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,172 shares; 2025Q1: 12,030 shares; 2025Q2: 10,675 shares; 2025Q3: 10,870 shares; 2025Q4: 9,115 shares; 2026Q1: 11,478 shares; 2026Q2: 11,557 shares 11,557 $1.14M 0.01% +79 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,606 shares; 2025Q2: 23,931 shares; 2025Q3: 23,268 shares; 2025Q4: 22,644 shares; 2026Q1: 21,681 shares; 2026Q2: 21,233 shares 21,233 $1.14M 0.01% -448 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,714 shares; 2025Q1: 2,305 shares; 2025Q2: 2,206 shares; 2025Q3: 3,464 shares; 2025Q4: 4,012 shares; 2026Q1: 16,988 shares; 2026Q2: 21,894 shares 21,894 $1.13M 0.01% +4,906 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,029 shares; 2025Q4: 60,435 shares; 2026Q1: 18,916 shares; 2026Q2: 20,411 shares 20,411 $1.13M 0.01% +1,495 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,184 shares; 2025Q2: 2,278 shares; 2025Q3: 2,923 shares; 2025Q4: 4,600 shares; 2026Q1: 8,824 shares; 2026Q2: 10,580 shares 10,580 $1.13M 0.01% +1,756 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,795 shares; 2025Q1: 8,808 shares; 2025Q2: 10,954 shares; 2025Q3: 12,315 shares; 2025Q4: 13,323 shares; 2026Q1: 14,039 shares; 2026Q2: 12,482 shares 12,482 $1.13M 0.01% -1,557 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,967 shares; 2025Q1: 22,111 shares; 2025Q2: 21,986 shares; 2025Q3: 26,762 shares; 2025Q4: 28,065 shares; 2026Q1: 39,514 shares; 2026Q2: 47,712 shares 47,712 $1.13M 0.01% +8,198 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,905 shares; 2025Q1: 8,519 shares; 2025Q2: 7,093 shares; 2025Q3: 6,543 shares; 2025Q4: 10,036 shares; 2026Q1: 10,433 shares; 2026Q2: 14,194 shares 14,194 $1.13M 0.01% +3,761 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,065 shares; 2025Q2: 1,215 shares; 2025Q3: 1,659 shares; 2025Q4: 2,273 shares; 2026Q1: 3,695 shares; 2026Q2: 4,180 shares 4,180 $1.13M 0.01% +485 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 9,768 shares; 2025Q2: 9,375 shares; 2025Q3: 6,288 shares; 2025Q4: 5,059 shares; 2026Q1: 4,857 shares; 2026Q2: 14,406 shares 14,406 $1.12M 0.01% +9,549 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 3,015 shares; 2025Q2: 3,226 shares; 2025Q3: 3,750 shares; 2025Q4: 4,716 shares; 2026Q1: 5,797 shares; 2026Q2: 7,031 shares 7,031 $1.12M 0.01% +1,234 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,121 shares; 2025Q1: 5,195 shares; 2025Q2: 6,922 shares; 2025Q3: 14,667 shares; 2025Q4: 14,231 shares; 2026Q1: 16,365 shares; 2026Q2: 23,065 shares 23,065 $1.12M 0.01% +6,700 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 871 shares; 2025Q1: 1,402 shares; 2025Q2: 1,642 shares; 2025Q3: 2,098 shares; 2025Q4: 2,795 shares; 2026Q1: 2,834 shares; 2026Q2: 2,449 shares 2,449 $1.12M 0.01% -385 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,974 shares; 2025Q1: 26,284 shares; 2025Q2: 27,159 shares; 2025Q3: 27,254 shares; 2025Q4: 27,299 shares; 2026Q1: 27,200 shares; 2026Q2: 25,265 shares 25,265 $1.12M 0.01% -1,935 Timeline IHI 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: 13,034 shares; 2025Q1: 15,070 shares; 2025Q2: 19,072 shares; 2025Q3: 18,785 shares; 2025Q4: 19,955 shares; 2026Q1: 22,747 shares; 2026Q2: 22,528 shares 22,528 $1.12M 0.01% -219 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,509 shares; 2026Q1: 6,791 shares; 2026Q2: 5,889 shares 5,889 $1.11M 0.01% -902 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 678 shares; 2025Q2: 534 shares; 2025Q3: 655 shares; 2025Q4: 821 shares; 2026Q1: 723 shares; 2026Q2: 805 shares 805 $1.11M 0.01% +82 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,412 shares; 2025Q1: 10,935 shares; 2025Q2: 12,178 shares; 2025Q3: 12,888 shares; 2025Q4: 28,592 shares; 2026Q1: 26,815 shares; 2026Q2: 27,934 shares 27,934 $1.11M 0.01% +1,119 Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,641 shares; 2026Q1: 35,816 shares; 2026Q2: 36,891 shares 36,891 $1.1M 0.01% +1,075 Timeline XQQI 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: 20,735 shares 20,735 $1.1M 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,228 shares; 2025Q1: 3,286 shares; 2025Q2: 4,679 shares; 2025Q3: 5,185 shares; 2025Q4: 5,137 shares; 2026Q1: 4,143 shares; 2026Q2: 3,257 shares 3,257 $1.1M 0.01% -886 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,682 shares; 2025Q2: 1,412 shares; 2025Q3: 8,200 shares; 2025Q4: 13,791 shares; 2026Q1: 14,259 shares; 2026Q2: 23,646 shares 23,646 $1.1M 0.01% +9,387 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: 2,970 shares; 2025Q2: 4,656 shares; 2025Q3: 5,734 shares; 2025Q4: 10,955 shares; 2026Q1: 9,952 shares; 2026Q2: 9,817 shares 9,817 $1.1M 0.01% -135 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 13,442 shares 13,442 $1.1M 0.01% +13,194 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 2,013 shares; 2025Q2: 4,000 shares; 2025Q3: 6,039 shares; 2025Q4: 7,578 shares; 2026Q1: 6,684 shares; 2026Q2: 7,122 shares 7,122 $1.09M 0.01% +438 Timeline IBDV 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: 4,367 shares; 2025Q1: 3,810 shares; 2025Q2: 3,830 shares; 2025Q3: 31,729 shares; 2025Q4: 44,570 shares; 2026Q1: 43,512 shares; 2026Q2: 49,758 shares 49,758 $1.08M 0.01% +6,246 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 1,975 shares; 2025Q2: 2,029 shares; 2025Q3: 1,836 shares; 2025Q4: 1,704 shares; 2026Q1: 1,991 shares; 2026Q2: 3,828 shares 3,828 $1.08M 0.01% +1,837 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,054 shares; 2025Q1: 2,500 shares; 2025Q2: 2,645 shares; 2025Q3: 2,767 shares; 2025Q4: 2,728 shares; 2026Q1: 2,478 shares; 2026Q2: 2,731 shares 2,731 $1.08M 0.01% +253 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,519 shares; 2025Q1: 3,545 shares; 2025Q2: 4,783 shares; 2025Q3: 4,608 shares; 2025Q4: 4,642 shares; 2026Q1: 20,211 shares; 2026Q2: 15,429 shares 15,429 $1.08M 0.01% -4,782 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,784 shares; 2025Q1: 29,663 shares; 2025Q2: 30,006 shares; 2025Q3: 30,759 shares; 2025Q4: 24,088 shares; 2026Q1: 30,479 shares; 2026Q2: 29,908 shares 29,908 $1.08M 0.01% -571 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 5,300 shares; 2025Q2: 11,937 shares; 2025Q3: 10,343 shares; 2025Q4: 11,195 shares; 2026Q1: 8,922 shares; 2026Q2: 8,218 shares 8,218 $1.08M 0.01% -704 Timeline AOR 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: 2,599 shares; 2025Q1: 6,249 shares; 2025Q2: 5,832 shares; 2025Q3: 6,280 shares; 2025Q4: 11,286 shares; 2026Q1: 13,575 shares; 2026Q2: 15,504 shares 15,504 $1.08M 0.01% +1,929 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,435 shares; 2025Q1: 3,151 shares; 2025Q2: 5,092 shares; 2025Q3: 4,892 shares; 2025Q4: 7,970 shares; 2026Q1: 9,519 shares; 2026Q2: 38,715 shares 38,715 $1.08M 0.01% +29,196 Timeline FMTM 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: 2,500 shares; 2026Q2: 24,561 shares 24,561 $1.07M 0.01% +22,061 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 4,623 shares; 2025Q2: 4,499 shares; 2025Q3: 9,060 shares; 2025Q4: 16,916 shares; 2026Q1: 14,009 shares; 2026Q2: 14,809 shares 14,809 $1.07M 0.01% +800 Timeline GFEB 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: 778 shares; 2025Q2: 7,928 shares; 2025Q3: 37,175 shares; 2025Q4: 35,775 shares; 2026Q1: 257 shares; 2026Q2: 24,282 shares 24,282 $1.07M 0.01% +24,025 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,664 shares; 2025Q2: 27,543 shares; 2025Q3: 26,740 shares; 2025Q4: 27,044 shares; 2026Q1: 29,180 shares; 2026Q2: 29,223 shares 29,223 $1.07M 0.01% +43 Timeline ISCG 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 shares; 2025Q1: 4,916 shares; 2025Q2: 37,718 shares; 2025Q3: 6,060 shares; 2025Q4: 28,379 shares; 2026Q1: 14,155 shares; 2026Q2: 16,279 shares 16,279 $1.07M 0.01% +2,124 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 687 shares; 2025Q3: 348 shares; 2025Q4: 1,450 shares; 2026Q1: 2,434 shares; 2026Q2: 2,436 shares 2,436 $1.07M 0.01% +2 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 6,429 shares; 2026Q1: 14,761 shares; 2026Q2: 13,787 shares 13,787 $1.06M 0.01% -974 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,136 shares; 2025Q1: 12,687 shares; 2025Q2: 14,219 shares; 2025Q3: 15,060 shares; 2025Q4: 17,903 shares; 2026Q1: 25,922 shares; 2026Q2: 31,973 shares 31,973 $1.06M 0.01% +6,051 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 5,209 shares; 2025Q4: 4,935 shares; 2026Q1: 7,175 shares; 2026Q2: 7,979 shares 7,979 $1.06M 0.01% +804 Timeline XT 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: 5,381 shares; 2025Q1: 7,891 shares; 2025Q2: 6,607 shares; 2025Q3: 7,151 shares; 2025Q4: 8,496 shares; 2026Q1: 13,099 shares; 2026Q2: 12,854 shares 12,854 $1.06M 0.01% -245 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 29,904 shares; 2025Q2: 42,060 shares; 2025Q3: 41,350 shares; 2025Q4: 40,353 shares; 2026Q1: 44,761 shares; 2026Q2: 48,301 shares 48,301 $1.06M 0.01% +3,540 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,857 shares; 2025Q1: 11,105 shares; 2025Q2: 20,006 shares; 2025Q3: 22,690 shares; 2025Q4: 26,159 shares; 2026Q1: 32,314 shares; 2026Q2: 35,056 shares 35,056 $1.06M 0.01% +2,742 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,136 shares; 2025Q1: 2,227 shares; 2025Q2: 2,719 shares; 2025Q3: 3,285 shares; 2025Q4: 4,242 shares; 2026Q1: 4,434 shares; 2026Q2: 3,945 shares 3,945 $1.06M 0.01% -489 Timeline IVLU 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: 25,872 shares; 2025Q1: 31,572 shares; 2025Q2: 23,376 shares; 2025Q3: 23,305 shares; 2025Q4: 23,955 shares; 2026Q1: 26,459 shares; 2026Q2: 25,278 shares 25,278 $1.06M 0.01% -1,181 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,543 shares; 2025Q2: 5,530 shares; 2025Q3: 5,494 shares; 2025Q4: 5,572 shares; 2026Q1: 8,741 shares; 2026Q2: 7,720 shares 7,720 $1.06M 0.01% -1,021 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 369 shares; 2025Q2: 982 shares; 2025Q3: 1,749 shares; 2025Q4: 12,293 shares; 2026Q1: 11,515 shares; 2026Q2: 13,549 shares 13,549 $1.05M 0.01% +2,034 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,551 shares; 2025Q1: 5,551 shares; 2025Q2: 19,473 shares; 2025Q3: 21,309 shares; 2025Q4: 22,143 shares; 2026Q1: 26,615 shares; 2026Q2: 27,720 shares 27,720 $1.05M 0.01% +1,105 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 10,671 shares; 2026Q2: 10,612 shares 10,612 $1.05M 0.01% -59 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,813 shares; 2025Q1: 4,331 shares; 2025Q2: 4,472 shares; 2025Q3: 4,490 shares; 2025Q4: 4,844 shares; 2026Q1: 13,130 shares; 2026Q2: 12,103 shares 12,103 $1.05M 0.01% -1,027 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 25,034 shares; 2026Q1: 23,982 shares; 2026Q2: 23,336 shares 23,336 $1.05M 0.01% -646 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 4,387 shares; 2025Q2: 5,282 shares; 2025Q3: 6,422 shares; 2025Q4: 8,411 shares; 2026Q1: 10,876 shares; 2026Q2: 12,392 shares 12,392 $1.05M 0.01% +1,516 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 467 shares; 2025Q3: 141 shares; 2025Q4: 8,250 shares; 2026Q1: 7,983 shares; 2026Q2: 14,184 shares 14,184 $1.05M 0.01% +6,201 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,127 shares; 2025Q1: 4,098 shares; 2025Q2: 5,822 shares; 2025Q3: 6,871 shares; 2025Q4: 10,597 shares; 2026Q1: 14,905 shares; 2026Q2: 16,904 shares 16,904 $1.05M 0.01% +1,999 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 28,689 shares; 2025Q2: 29,577 shares; 2025Q3: 21,004 shares; 2025Q4: 18,533 shares; 2026Q1: 15,027 shares; 2026Q2: 17,143 shares 17,143 $1.05M 0.01% +2,116 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 2,859 shares; 2025Q2: 3,548 shares; 2025Q3: 2,397 shares; 2025Q4: 11,848 shares; 2026Q1: 12,915 shares; 2026Q2: 15,777 shares 15,777 $1.04M 0.01% +2,862 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,782 shares; 2025Q1: 5,978 shares; 2025Q2: 5,746 shares; 2025Q3: 6,403 shares; 2025Q4: 10,058 shares; 2026Q1: 11,441 shares; 2026Q2: 12,857 shares 12,857 $1.04M 0.01% +1,416 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 83 shares; 2025Q3: 4,266 shares; 2025Q4: 33,450 shares; 2026Q1: 48,953 shares; 2026Q2: 51,863 shares 51,863 $1.04M 0.01% +2,910 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,988 shares; 2025Q2: 1,651 shares; 2025Q3: 4,444 shares; 2025Q4: 3,272 shares; 2026Q1: 3,306 shares; 2026Q2: 3,138 shares 3,138 $1.04M 0.01% -168 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,052 shares; 2025Q1: 34,830 shares; 2025Q2: 35,031 shares; 2025Q3: 34,818 shares; 2025Q4: 35,044 shares; 2026Q1: 32,884 shares; 2026Q2: 32,404 shares 32,404 $1.04M 0.01% -480 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,152 shares; 2025Q1: 3,369 shares; 2025Q2: 3,303 shares; 2025Q3: 3,352 shares; 2025Q4: 5,937 shares; 2026Q1: 6,286 shares; 2026Q2: 7,832 shares 7,832 $1.04M 0.01% +1,546 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 927 shares; 2026Q1: 3,732 shares; 2026Q2: 27,596 shares 27,596 $1.03M 0.01% +23,864 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130,559 shares; 2025Q1: 121,893 shares; 2025Q2: 111,560 shares; 2025Q3: 104,506 shares; 2025Q4: 112,929 shares; 2026Q1: 53,176 shares; 2026Q2: 41,503 shares 41,503 $1.03M 0.01% -11,673 Timeline USD 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: 272 shares; 2025Q1: 298 shares; 2025Q2: 283 shares; 2025Q3: 971 shares; 2025Q4: 6,324 shares; 2026Q1: 7,314 shares; 2026Q2: 9,948 shares 9,948 $1.03M 0.01% +2,634 Timeline IBDU 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: 2,463 shares; 2025Q1: 1,928 shares; 2025Q2: 1,952 shares; 2025Q3: 16,367 shares; 2025Q4: 41,335 shares; 2026Q1: 52,431 shares; 2026Q2: 44,505 shares 44,505 $1.03M 0.01% -7,926 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,242 shares; 2025Q1: 14,103 shares; 2025Q2: 15,070 shares; 2025Q3: 16,687 shares; 2025Q4: 24,162 shares; 2026Q1: 24,167 shares; 2026Q2: 26,095 shares 26,095 $1.03M 0.01% +1,928 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 152 shares; 2026Q2: 23,782 shares 23,782 $1.03M 0.01% +23,630 Timeline BAPRA BOEING CO More: the full row for BOEING CO 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: 48 shares; 2026Q1: 163 shares; 2026Q2: 15,260 shares 15,260 $1.03M 0.01% +15,097 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,177 shares; 2025Q2: 16,818 shares; 2025Q3: 16,956 shares; 2025Q4: 16,911 shares; 2026Q1: 16,911 shares; 2026Q2: 16,859 shares 16,859 $1.03M 0.01% -52 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 19,825 shares; 2026Q2: 18,808 shares 18,808 $1.03M 0.01% -1,017 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,006 shares; 2025Q1: 6,011 shares; 2025Q2: 5,585 shares; 2025Q3: 5,812 shares; 2025Q4: 6,306 shares; 2026Q1: 7,704 shares; 2026Q2: 9,231 shares 9,231 $1.02M 0.01% +1,527 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,174 shares; 2025Q1: 7,734 shares; 2025Q2: 5,899 shares; 2025Q3: 7,171 shares; 2025Q4: 12,948 shares; 2026Q1: 14,307 shares; 2026Q2: 21,001 shares 21,001 $1.02M 0.01% +6,694 Timeline HDEF 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: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,514 shares; 2025Q4: 1,441 shares; 2026Q1: 12,303 shares; 2026Q2: 31,875 shares 31,875 $1.02M 0.01% +19,572 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 11,481 shares; 2025Q2: 14,529 shares; 2025Q3: 16,908 shares; 2025Q4: 32,539 shares; 2026Q1: 50,484 shares; 2026Q2: 50,848 shares 50,848 $1.02M 0.01% +364 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 16,411 shares; 2025Q2: 21,912 shares; 2025Q3: 17,905 shares; 2025Q4: 12,861 shares; 2026Q1: 10,252 shares; 2026Q2: 10,014 shares 10,014 $1.02M 0.01% -238 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 9,786 shares; 2025Q3: 7,559 shares; 2025Q4: 7,251 shares; 2026Q1: 34,911 shares; 2026Q2: 38,889 shares 38,889 $1.02M 0.01% +3,978 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 111,283 shares; 2025Q2: 22,425 shares; 2025Q3: 15,905 shares; 2025Q4: 22,497 shares; 2026Q1: 19,885 shares; 2026Q2: 19,198 shares 19,198 $1.01M 0.01% -687 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,197 shares; 2025Q1: 54,969 shares; 2025Q2: 24,879 shares; 2025Q3: 38,425 shares; 2025Q4: 39,409 shares; 2026Q1: 37,419 shares; 2026Q2: 39,677 shares 39,677 $1.01M 0.01% +2,258 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,177 shares; 2025Q1: 2,844 shares; 2025Q2: 2,665 shares; 2025Q3: 2,627 shares; 2025Q4: 3,715 shares; 2026Q1: 5,011 shares; 2026Q2: 5,712 shares 5,712 $1.01M 0.01% +701 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,755 shares; 2025Q2: 11,342 shares; 2025Q3: 11,342 shares; 2025Q4: 24,912 shares; 2026Q1: 26,720 shares; 2026Q2: 27,884 shares 27,884 $1.01M 0.01% +1,164 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: 3,553 shares; 2025Q3: 6,723 shares; 2025Q4: 7,709 shares; 2026Q1: 11,288 shares; 2026Q2: 12,163 shares 12,163 $1M 0.01% +875 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 17,087 shares; 2025Q2: 35,082 shares; 2025Q3: 37,542 shares; 2025Q4: 40,805 shares; 2026Q1: 72,489 shares; 2026Q2: 54,458 shares 54,458 $1M 0.01% -18,031 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares; 2026Q2: 3,506 shares 3,506 $1M 0.01% -136 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 6,873 shares; 2025Q2: 8,975 shares; 2025Q3: 8,935 shares; 2025Q4: 10,077 shares; 2026Q1: 8,762 shares; 2026Q2: 8,156 shares 8,156 $1M 0.01% -606 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 2,715 shares; 2025Q2: 3,213 shares; 2025Q3: 6,544 shares; 2025Q4: 7,710 shares; 2026Q1: 8,739 shares; 2026Q2: 9,348 shares 9,348 $1M 0.01% +609 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,128 shares; 2025Q1: 9,085 shares; 2025Q2: 3,097 shares; 2025Q3: 3,849 shares; 2025Q4: 6,662 shares; 2026Q1: 7,240 shares; 2026Q2: 7,346 shares 7,346 $999K 0.01% +106 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,712 shares; 2025Q1: 8,183 shares; 2025Q2: 6,739 shares; 2025Q3: 5,103 shares; 2025Q4: 9,379 shares; 2026Q1: 13,013 shares; 2026Q2: 13,068 shares 13,068 $999K 0.01% +55 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,451 shares; 2025Q2: 36,451 shares; 2025Q3: 36,451 shares; 2025Q4: 36,451 shares; 2026Q1: 36,451 shares; 2026Q2: 36,451 shares 36,451 $997K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,965 shares; 2025Q1: 2,021 shares; 2025Q2: 2,216 shares; 2025Q3: 2,688 shares; 2025Q4: 3,479 shares; 2026Q1: 13,143 shares; 2026Q2: 12,211 shares 12,211 $993K 0.01% -932 Timeline TBUX 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: 760 shares; 2025Q1: 760 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares; 2026Q1: 2,246 shares; 2026Q2: 19,939 shares 19,939 $992K 0.01% +17,693 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 3,245 shares; 2025Q2: 11,653 shares; 2025Q3: 11,479 shares; 2025Q4: 13,528 shares; 2026Q1: 17,698 shares; 2026Q2: 12,992 shares 12,992 $991K 0.01% -4,706 Timeline DTH 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: 295 shares; 2025Q1: 329 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 60,953 shares; 2026Q2: 18,278 shares 18,278 $989K 0.01% -42,675 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,806 shares; 2025Q1: 4,336 shares; 2025Q2: 5,088 shares; 2025Q3: 5,585 shares; 2025Q4: 9,425 shares; 2026Q1: 7,968 shares; 2026Q2: 11,125 shares 11,125 $988K 0.01% +3,157 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 165 shares; 2025Q2: 46 shares; 2025Q3: 395 shares; 2025Q4: 11,941 shares; 2026Q1: 11,971 shares; 2026Q2: 12,088 shares 12,088 $985K 0.01% +117 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 9,184 shares; 2025Q2: 5,366 shares; 2025Q3: 35,227 shares; 2025Q4: 15,480 shares; 2026Q1: 15,497 shares; 2026Q2: 15,053 shares 15,053 $980K 0.01% -444 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,381 shares; 2025Q2: 2,406 shares; 2025Q3: 2,889 shares; 2025Q4: 2,739 shares; 2026Q1: 2,937 shares; 2026Q2: 2,947 shares 2,947 $975K 0.01% +10 Timeline ICF 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: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 15,017 shares; 2026Q1: 14,323 shares; 2026Q2: 14,412 shares 14,412 $975K 0.01% +89 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,182 shares; 2025Q1: 1,046 shares; 2025Q2: 666 shares; 2025Q3: 714 shares; 2025Q4: 22,153 shares; 2026Q1: 23,397 shares; 2026Q2: 21,779 shares 21,779 $975K 0.01% -1,618 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 1,255 shares; 2025Q2: 3,889 shares; 2025Q3: 4,849 shares; 2025Q4: 8,186 shares; 2026Q1: 7,300 shares; 2026Q2: 10,159 shares 10,159 $973K 0.01% +2,859 Timeline HEDG 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: not reported; 2026Q2: 32,325 shares 32,325 $970K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: 9,424 shares; 2025Q2: 9,980 shares; 2025Q3: 17,426 shares; 2025Q4: 19,932 shares; 2026Q1: 20,201 shares; 2026Q2: 20,369 shares 20,369 $969K 0.01% +168 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,380 shares; 2025Q1: 3,420 shares; 2025Q2: 5,965 shares; 2025Q3: 6,093 shares; 2025Q4: 8,422 shares; 2026Q1: 24,514 shares; 2026Q2: 25,283 shares 25,283 $967K 0.01% +769 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,470 shares; 2025Q2: 11,998 shares; 2025Q3: 13,374 shares; 2025Q4: 12,247 shares; 2026Q1: 14,178 shares; 2026Q2: 14,294 shares 14,294 $966K 0.01% +116 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,635 shares; 2025Q1: 4,046 shares; 2025Q2: 6,161 shares; 2025Q3: 5,903 shares; 2025Q4: 7,618 shares; 2026Q1: 9,825 shares; 2026Q2: 10,242 shares 10,242 $966K 0.01% +417 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,077 shares; 2025Q1: 1,849 shares; 2025Q2: 2,357 shares; 2025Q3: 2,494 shares; 2025Q4: 2,573 shares; 2026Q1: 3,417 shares; 2026Q2: 3,445 shares 3,445 $965K 0.01% +28 Timeline ACWI 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: 2,561 shares; 2025Q1: 2,457 shares; 2025Q2: 2,804 shares; 2025Q3: 3,423 shares; 2025Q4: 4,945 shares; 2026Q1: 7,507 shares; 2026Q2: 6,141 shares 6,141 $964K 0.01% -1,366 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,644 shares; 2025Q2: 5,324 shares; 2025Q3: 3,884 shares; 2025Q4: 4,867 shares; 2026Q1: 5,232 shares; 2026Q2: 5,370 shares 5,370 $964K 0.01% +138 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 4,199 shares; 2025Q2: 4,751 shares; 2025Q3: 7,671 shares; 2025Q4: 6,416 shares; 2026Q1: 7,361 shares; 2026Q2: 7,645 shares 7,645 $963K 0.01% +284 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,102 shares; 2025Q1: 8,749 shares; 2025Q2: 17,495 shares; 2025Q3: 12,108 shares; 2025Q4: 12,108 shares; 2026Q1: 13,585 shares; 2026Q2: 12,787 shares 12,787 $962K 0.01% -798 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,738 shares; 2025Q2: 3,832 shares; 2025Q3: 4,638 shares; 2025Q4: 5,642 shares; 2026Q1: 5,252 shares; 2026Q2: 3,980 shares 3,980 $962K 0.01% -1,272 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 8,908 shares; 2025Q3: 9,051 shares; 2025Q4: 9,276 shares; 2026Q1: 9,276 shares; 2026Q2: 9,273 shares 9,273 $959K 0.01% -3 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378,696 shares; 2025Q3: 343,365 shares; 2025Q4: 348,457 shares; 2026Q1: 398,265 shares; 2026Q2: 456,103 shares 456,103 $958K 0.01% +57,838 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 617 shares; 2025Q4: 1,156 shares; 2026Q1: 1,275 shares; 2026Q2: 1,197 shares 1,197 $956K 0.01% -78 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,306 shares; 2025Q1: 4,809 shares; 2025Q2: 16,855 shares; 2025Q3: 86,054 shares; 2025Q4: 74,014 shares; 2026Q1: 67,721 shares; 2026Q2: 80,378 shares 80,378 $956K 0.01% +12,657 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES 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: 9,410 shares 9,410 $952K 0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,921 shares; 2025Q3: 22,231 shares; 2025Q4: 22,878 shares; 2026Q1: 24,924 shares; 2026Q2: 22,637 shares 22,637 $951K 0.01% -2,287 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,041 shares; 2025Q2: 959 shares; 2025Q3: 970 shares; 2025Q4: 1,538 shares; 2026Q1: 1,633 shares; 2026Q2: 1,522 shares 1,522 $949K 0.01% -111 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 1,832 shares; 2025Q2: 1,815 shares; 2025Q3: 911 shares; 2025Q4: 1,116 shares; 2026Q1: 1,264 shares; 2026Q2: 1,254 shares 1,254 $948K 0.01% -10 Timeline NUMV 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: 2,000 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 4,645 shares; 2025Q4: 5,576 shares; 2026Q1: 4,668 shares; 2026Q2: 21,776 shares 21,776 $947K 0.01% +17,108 Timeline DIM 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: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 11,102 shares 11,102 $946K 0.01% +9,382 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,637 shares; 2026Q2: 5,766 shares 5,766 $940K 0.01% +129 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 1,390 shares; 2025Q2: 2,183 shares; 2025Q3: 3,313 shares; 2025Q4: 4,573 shares; 2026Q1: 6,111 shares; 2026Q2: 6,414 shares 6,414 $939K 0.01% +303 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 66,696 shares; 2025Q3: 85,012 shares; 2025Q4: 86,895 shares; 2026Q1: 81,312 shares; 2026Q2: 82,824 shares 82,824 $937K 0.01% +1,512 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,362 shares; 2026Q1: 26,317 shares; 2026Q2: 23,928 shares 23,928 $937K 0.01% -2,389 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 607 shares; 2025Q2: 682 shares; 2025Q3: 755 shares; 2025Q4: 1,101 shares; 2026Q1: 2,507 shares; 2026Q2: 2,627 shares 2,627 $935K 0.01% +120 Timeline DHS 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: 4,929 shares; 2025Q2: 6,258 shares; 2025Q3: 6,587 shares; 2025Q4: 8,530 shares; 2026Q1: 8,182 shares; 2026Q2: 8,189 shares 8,189 $931K 0.01% +7 Timeline CGMS 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 8,244 shares; 2025Q3: 8,544 shares; 2025Q4: 5,393 shares; 2026Q1: 5,840 shares; 2026Q2: 33,986 shares 33,986 $929K 0.01% +28,146 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 1,500 shares; 2025Q2: 4,964 shares; 2025Q3: 4,172 shares; 2025Q4: 4,057 shares; 2026Q1: 3,133 shares; 2026Q2: 3,611 shares 3,611 $926K 0.01% +478 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,104 shares; 2025Q2: 25,948 shares; 2025Q3: 25,146 shares; 2025Q4: 25,861 shares; 2026Q1: 23,963 shares; 2026Q2: 23,877 shares 23,877 $923K 0.01% -86 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 5,441 shares; 2025Q2: 5,360 shares; 2025Q3: 5,388 shares; 2025Q4: 7,954 shares; 2026Q1: 8,099 shares; 2026Q2: 7,727 shares 7,727 $921K 0.01% -372 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,517 shares; 2026Q1: 17,661 shares; 2026Q2: 17,304 shares 17,304 $920K 0.01% -357 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 618 shares; 2025Q2: 7,378 shares; 2025Q3: 9,263 shares; 2025Q4: 11,281 shares; 2026Q1: 7,072 shares; 2026Q2: 10,562 shares 10,562 $919K 0.01% +3,490 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 295 shares; 2025Q2: 1,431 shares; 2025Q3: 2,839 shares; 2025Q4: 7,182 shares; 2026Q1: 11,682 shares; 2026Q2: 14,005 shares 14,005 $919K 0.01% +2,323 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 1,451 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 0 shares; 2026Q2: 17,964 shares 17,964 $916K 0.01% +17,964 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,430 shares; 2025Q1: 23,930 shares; 2025Q2: 40,180 shares; 2025Q3: 44,025 shares; 2025Q4: 44,182 shares; 2026Q1: 48,042 shares; 2026Q2: 51,341 shares 51,341 $916K 0.01% +3,299 Timeline IWV 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: 4,994 shares; 2025Q1: 1,237 shares; 2025Q2: 1,236 shares; 2025Q3: 2,898 shares; 2025Q4: 3,390 shares; 2026Q1: 3,500 shares; 2026Q2: 2,146 shares 2,146 $915K 0.01% -1,354 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,579 shares; 2025Q1: 6,112 shares; 2025Q2: 7,550 shares; 2025Q3: 9,846 shares; 2025Q4: 13,986 shares; 2026Q1: 15,194 shares; 2026Q2: 14,521 shares 14,521 $914K 0.01% -673 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 7,806 shares; 2025Q3: 14,827 shares; 2025Q4: 21,083 shares; 2026Q1: 23,827 shares; 2026Q2: 26,450 shares 26,450 $913K 0.01% +2,623 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 10,892 shares; 2025Q4: 20,560 shares; 2026Q1: 20,663 shares; 2026Q2: 20,736 shares 20,736 $912K 0.01% +73 Timeline TINY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,400 shares 9,400 $912K 0.01% new Timeline IEUR 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: 10,591 shares; 2025Q1: 10,620 shares; 2025Q2: 20,012 shares; 2025Q3: 24,305 shares; 2025Q4: 13,331 shares; 2026Q1: 12,877 shares; 2026Q2: 12,125 shares 12,125 $911K 0.01% -752 Timeline HYDB 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: 5,074 shares; 2025Q1: 10,504 shares; 2025Q2: 5,307 shares; 2025Q3: 5,448 shares; 2025Q4: 15,149 shares; 2026Q1: 23,081 shares; 2026Q2: 19,444 shares 19,444 $909K 0.01% -3,637 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,569 shares; 2025Q1: 8,980 shares; 2025Q2: 12,665 shares; 2025Q3: 13,099 shares; 2025Q4: 18,386 shares; 2026Q1: 19,103 shares; 2026Q2: 18,509 shares 18,509 $908K 0.01% -594 Timeline XJH 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: not reported; 2025Q4: 4,937 shares; 2026Q1: 8,815 shares; 2026Q2: 17,377 shares 17,377 $906K 0.01% +8,562 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS LTD 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: 131,674 shares 131,674 $906K 0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,077 shares; 2025Q1: 5,077 shares; 2025Q2: 5,760 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 21,702 shares; 2026Q2: 19,315 shares 19,315 $905K 0.01% -2,387 Timeline FLGB 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: 9,374 shares; 2025Q1: 7,648 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,311 shares; 2026Q1: 1 shares; 2026Q2: 25,651 shares 25,651 $905K 0.01% +25,650 Timeline PFF 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: 22,971 shares; 2025Q1: 21,157 shares; 2025Q2: 14,914 shares; 2025Q3: 25,273 shares; 2025Q4: 34,863 shares; 2026Q1: 38,308 shares; 2026Q2: 29,680 shares 29,680 $905K 0.01% -8,628 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,395 shares; 2025Q1: 17,801 shares; 2025Q2: 12,997 shares; 2025Q3: 13,900 shares; 2025Q4: 24,442 shares; 2026Q1: 22,796 shares; 2026Q2: 29,732 shares 29,732 $899K 0.01% +6,936 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 356 shares; 2025Q2: 191 shares; 2025Q3: 1,480 shares; 2025Q4: 1,181 shares; 2026Q1: 1,168 shares; 2026Q2: 1,387 shares 1,387 $892K 0.01% +219 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,023 shares; 2025Q3: 5,977 shares; 2025Q4: 7,437 shares; 2026Q1: 49,293 shares; 2026Q2: 36,714 shares 36,714 $892K 0.01% -12,579 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,654 shares; 2025Q1: 6,077 shares; 2025Q2: 6,227 shares; 2025Q3: 5,012 shares; 2025Q4: 4,912 shares; 2026Q1: 19,908 shares; 2026Q2: 20,591 shares 20,591 $890K 0.01% +683 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 1,859 shares; 2025Q2: 2,866 shares; 2025Q3: 3,327 shares; 2025Q4: 3,307 shares; 2026Q1: 3,373 shares; 2026Q2: 2,627 shares 2,627 $889K 0.01% -746 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 15,847 shares; 2026Q1: 22,091 shares; 2026Q2: 16,677 shares 16,677 $883K 0.01% -5,414 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 1,242 shares; 2025Q2: 1,327 shares; 2025Q3: 1,026 shares; 2025Q4: 1,719 shares; 2026Q1: 2,891 shares; 2026Q2: 2,626 shares 2,626 $883K 0.01% -265 Timeline SUSB 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: 2,418 shares; 2025Q1: 3,977 shares; 2025Q2: 5,260 shares; 2025Q3: 7,846 shares; 2025Q4: 21,512 shares; 2026Q1: 20,997 shares; 2026Q2: 35,223 shares 35,223 $880K 0.01% +14,226 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 5,505 shares; 2025Q2: 8,722 shares; 2025Q3: 11,554 shares; 2025Q4: 12,415 shares; 2026Q1: 13,333 shares; 2026Q2: 11,241 shares 11,241 $879K 0.01% -2,092 Timeline USHY 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: 1,836 shares; 2025Q1: 9,318 shares; 2025Q2: 9,983 shares; 2025Q3: 18,667 shares; 2025Q4: 17,012 shares; 2026Q1: 23,371 shares; 2026Q2: 23,654 shares 23,654 $876K 0.01% +283 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 980 shares; 2025Q1: 2,291 shares; 2025Q2: 2,674 shares; 2025Q3: 3,440 shares; 2025Q4: 5,515 shares; 2026Q1: 4,872 shares; 2026Q2: 6,282 shares 6,282 $873K 0.01% +1,410 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 2,153 shares; 2025Q2: 2,142 shares; 2025Q3: 2,442 shares; 2025Q4: 3,160 shares; 2026Q1: 3,069 shares; 2026Q2: 3,106 shares 3,106 $873K 0.01% +37 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 2,042 shares; 2025Q2: 2,349 shares; 2025Q3: 5,351 shares; 2025Q4: 6,075 shares; 2026Q1: 5,450 shares; 2026Q2: 4,328 shares 4,328 $872K 0.01% -1,122 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 9,494 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares; 2026Q2: 3,763 shares 3,763 $868K 0.01% -629 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,268 shares; 2025Q1: 9,201 shares; 2025Q2: 3,096 shares; 2025Q3: 3,719 shares; 2025Q4: 3,974 shares; 2026Q1: 5,878 shares; 2026Q2: 5,931 shares 5,931 $868K 0.01% +53 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 284 shares; 2025Q2: 7,170 shares; 2025Q3: 8,225 shares; 2025Q4: 11,679 shares; 2026Q1: 8,291 shares; 2026Q2: 8,674 shares 8,674 $868K 0.01% +383 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,521 shares; 2025Q1: 20,921 shares; 2025Q2: 23,880 shares; 2025Q3: 27,227 shares; 2025Q4: 30,119 shares; 2026Q1: 32,064 shares; 2026Q2: 25,526 shares 25,526 $867K 0.01% -6,538 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,416 shares; 2026Q2: 42,340 shares 42,340 $867K 0.01% +924 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,043 shares; 2026Q2: 41,918 shares 41,918 $866K 0.01% +875 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,321 shares; 2026Q2: 42,224 shares 42,224 $866K 0.01% +903 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,215 shares; 2026Q2: 41,078 shares 41,078 $865K 0.01% +863 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,898 shares; 2025Q2: 2,867 shares; 2025Q3: 2,149 shares; 2025Q4: 2,115 shares; 2026Q1: 2,089 shares; 2026Q2: 2,136 shares 2,136 $859K 0.01% +47 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 158 shares; 2025Q2: 157 shares; 2025Q3: 192 shares; 2025Q4: 11,230 shares; 2026Q1: 11,230 shares; 2026Q2: 11,347 shares 11,347 $859K 0.01% +117 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,843 shares; 2025Q1: 3,952 shares; 2025Q2: 15,184 shares; 2025Q3: 11,291 shares; 2025Q4: 11,408 shares; 2026Q1: 6,626 shares; 2026Q2: 5,877 shares 5,877 $859K 0.01% -749 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,112 shares; 2025Q1: 6,940 shares; 2025Q2: 4,444 shares; 2025Q3: 2,808 shares; 2025Q4: 7,142 shares; 2026Q1: 9,057 shares; 2026Q2: 11,286 shares 11,286 $857K 0.01% +2,229 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 1,316 shares; 2025Q2: 1,459 shares; 2025Q3: 1,947 shares; 2025Q4: 3,322 shares; 2026Q1: 3,802 shares; 2026Q2: 4,349 shares 4,349 $857K 0.01% +547 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 3,292 shares; 2025Q2: 9,119 shares; 2025Q3: 5,961 shares; 2025Q4: 8,418 shares; 2026Q1: 8,507 shares; 2026Q2: 7,411 shares 7,411 $854K 0.01% -1,096 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,263 shares; 2025Q1: 21,173 shares; 2025Q2: 20,214 shares; 2025Q3: 20,431 shares; 2025Q4: 18,043 shares; 2026Q1: 24,566 shares; 2026Q2: 23,993 shares 23,993 $853K 0.01% -573 Timeline SUSA 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: 677 shares; 2025Q1: 8,641 shares; 2025Q2: 5,973 shares; 2025Q3: 5,982 shares; 2025Q4: 6,045 shares; 2026Q1: 6,450 shares; 2026Q2: 5,521 shares 5,521 $852K 0.01% -929 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 243 shares; 2025Q2: 229 shares; 2025Q3: 2,136 shares; 2025Q4: 7,964 shares; 2026Q1: 9,441 shares; 2026Q2: 10,983 shares 10,983 $848K 0.01% +1,542 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,752 shares; 2026Q1: 16,942 shares; 2026Q2: 16,913 shares 16,913 $848K 0.01% -29 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 763 shares; 2025Q2: 1,263 shares; 2025Q3: 1,503 shares; 2025Q4: 3,336 shares; 2026Q1: 8,026 shares; 2026Q2: 7,603 shares 7,603 $845K 0.01% -423 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 1,821 shares; 2025Q2: 2,468 shares; 2025Q3: 2,967 shares; 2025Q4: 7,990 shares; 2026Q1: 8,631 shares; 2026Q2: 10,912 shares 10,912 $842K 0.01% +2,281 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,423 shares; 2025Q1: 10,816 shares; 2025Q2: 10,974 shares; 2025Q3: 10,308 shares; 2025Q4: 13,357 shares; 2026Q1: 23,853 shares; 2026Q2: 23,774 shares 23,774 $841K 0.01% -79 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,061 shares; 2025Q1: 4,597 shares; 2025Q2: 5,455 shares; 2025Q3: 6,070 shares; 2025Q4: 8,602 shares; 2026Q1: 8,738 shares; 2026Q2: 7,518 shares 7,518 $840K 0.01% -1,220 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 4,033 shares; 2025Q2: 4,438 shares; 2025Q3: 6,489 shares; 2025Q4: 8,763 shares; 2026Q1: 8,599 shares; 2026Q2: 8,635 shares 8,635 $838K 0.01% +36 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 146 shares; 2025Q2: 66 shares; 2025Q3: 633 shares; 2025Q4: 1,261 shares; 2026Q1: 1,340 shares; 2026Q2: 1,656 shares 1,656 $838K 0.01% +316 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,300 shares; 2025Q1: 20,792 shares; 2025Q2: 38,004 shares; 2025Q3: 29,763 shares; 2025Q4: 32,136 shares; 2026Q1: 28,567 shares; 2026Q2: 26,512 shares 26,512 $838K 0.01% -2,055 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 4,002 shares; 2025Q2: 4,588 shares; 2025Q3: 4,684 shares; 2025Q4: 4,275 shares; 2026Q1: 3,558 shares; 2026Q2: 4,550 shares 4,550 $837K 0.01% +992 Timeline NUMG 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: 174 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 2,269 shares; 2025Q4: 3,030 shares; 2026Q1: 3,779 shares; 2026Q2: 17,805 shares 17,805 $836K 0.01% +14,026 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,909 shares; 2025Q1: 15,817 shares; 2025Q2: 16,542 shares; 2025Q3: 15,331 shares; 2025Q4: 15,948 shares; 2026Q1: 18,431 shares; 2026Q2: 18,938 shares 18,938 $835K 0.01% +507 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,494 shares; 2025Q2: 4,079 shares; 2025Q3: 4,128 shares; 2025Q4: 5,734 shares; 2026Q1: 5,524 shares; 2026Q2: 6,814 shares 6,814 $834K 0.01% +1,290 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,235 shares; 2025Q1: 23,214 shares; 2025Q2: 20,806 shares; 2025Q3: 22,228 shares; 2025Q4: 30,017 shares; 2026Q1: 23,472 shares; 2026Q2: 21,070 shares 21,070 $832K 0.01% -2,402 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,305 shares; 2025Q1: 12,603 shares; 2025Q2: 12,603 shares; 2025Q3: 18,780 shares; 2025Q4: 25,240 shares; 2026Q1: 25,312 shares; 2026Q2: 27,227 shares 27,227 $829K 0.01% +1,915 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 1,554 shares; 2025Q2: 2,387 shares; 2025Q3: 2,585 shares; 2025Q4: 3,725 shares; 2026Q1: 5,596 shares; 2026Q2: 6,953 shares 6,953 $827K 0.01% +1,357 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,133 shares; 2025Q1: 11,853 shares; 2025Q2: 13,148 shares; 2025Q3: 15,522 shares; 2025Q4: 44,001 shares; 2026Q1: 30,123 shares; 2026Q2: 30,998 shares 30,998 $827K 0.01% +875 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,885 shares; 2025Q1: 46,785 shares; 2025Q2: 48,144 shares; 2025Q3: 43,580 shares; 2025Q4: 36,520 shares; 2026Q1: 83,500 shares; 2026Q2: 115,100 shares 115,100 $825K 0.01% +31,600 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,452 shares; 2025Q1: 63,168 shares; 2025Q2: 63,168 shares; 2025Q3: 64,801 shares; 2025Q4: 86,576 shares; 2026Q1: 86,576 shares; 2026Q2: 86,342 shares 86,342 $825K 0.01% -234 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 8,616 shares; 2025Q2: 8,557 shares; 2025Q3: 8,676 shares; 2025Q4: 8,776 shares; 2026Q1: 9,339 shares; 2026Q2: 9,174 shares 9,174 $822K 0.01% -165 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,670 shares; 2025Q1: 30,971 shares; 2025Q2: 28,617 shares; 2025Q3: 39,327 shares; 2025Q4: 40,106 shares; 2026Q1: 36,189 shares; 2026Q2: 28,120 shares 28,120 $822K 0.01% -8,069 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,543 shares; 2025Q3: 22,343 shares; 2025Q4: 21,840 shares; 2026Q1: 21,208 shares; 2026Q2: 21,085 shares 21,085 $822K 0.01% -123 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,998 shares; 2025Q1: 18,601 shares; 2025Q2: 18,601 shares; 2025Q3: 22,953 shares; 2025Q4: 82,678 shares; 2026Q1: 75,861 shares; 2026Q2: 77,973 shares 77,973 $819K 0.01% +2,112 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,061 shares; 2025Q1: 2,751 shares; 2025Q2: 2,880 shares; 2025Q3: 2,799 shares; 2025Q4: 3,300 shares; 2026Q1: 3,438 shares; 2026Q2: 3,058 shares 3,058 $818K 0.01% -380 Timeline IBTH 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: 570 shares; 2025Q1: 294 shares; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 10,254 shares; 2026Q1: 20,084 shares; 2026Q2: 36,559 shares 36,559 $818K 0.01% +16,475 Timeline DEM 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: 80 shares; 2025Q1: 5,740 shares; 2025Q2: 4,260 shares; 2025Q3: 5,779 shares; 2025Q4: 11,117 shares; 2026Q1: 15,719 shares; 2026Q2: 15,160 shares 15,160 $815K 0.01% -559 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,682 shares; 2025Q1: 5,872 shares; 2025Q2: 4,960 shares; 2025Q3: 4,500 shares; 2025Q4: 5,784 shares; 2026Q1: 6,842 shares; 2026Q2: 8,512 shares 8,512 $813K 0.01% +1,670 Timeline DLS 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: 5,536 shares; 2025Q1: 10,283 shares; 2025Q2: 9,984 shares; 2025Q3: 9,234 shares; 2025Q4: 8,676 shares; 2026Q1: 12,299 shares; 2026Q2: 9,659 shares 9,659 $809K 0.01% -2,640 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 357 shares; 2025Q2: 423 shares; 2025Q3: 455 shares; 2025Q4: 535 shares; 2026Q1: 638 shares; 2026Q2: 606 shares 606 $807K 0.01% -32 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,283 shares; 2025Q1: 5,526 shares; 2025Q2: 5,405 shares; 2025Q3: 6,873 shares; 2025Q4: 7,807 shares; 2026Q1: 8,684 shares; 2026Q2: 6,643 shares 6,643 $806K 0.01% -2,041 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,905 shares; 2025Q1: 15,549 shares; 2025Q2: 16,932 shares; 2025Q3: 18,848 shares; 2025Q4: 19,468 shares; 2026Q1: 12,939 shares; 2026Q2: 14,026 shares 14,026 $804K 0.01% +1,087 Timeline FLGV 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: 18,491 shares; 2025Q1: 18,222 shares; 2025Q2: 1,845 shares; 2025Q3: 2,083 shares; 2025Q4: 1,845 shares; 2026Q1: 1,844 shares; 2026Q2: 39,596 shares 39,596 $803K 0.01% +37,752 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 189 shares; 2025Q2: 693 shares; 2025Q3: 645 shares; 2025Q4: 1,875 shares; 2026Q1: 3,585 shares; 2026Q2: 4,777 shares 4,777 $803K 0.01% +1,192 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,067 shares; 2025Q1: 1,400 shares; 2025Q2: 12,220 shares; 2025Q3: 12,174 shares; 2025Q4: 9,145 shares; 2026Q1: 8,345 shares; 2026Q2: 3,008 shares 3,008 $801K 0.01% -5,337 Timeline AFSM 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,123 shares; 2026Q2: 19,455 shares 19,455 $800K 0.01% +16,332 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,972 shares; 2025Q1: 3,685 shares; 2025Q2: 2,892 shares; 2025Q3: 3,637 shares; 2025Q4: 4,984 shares; 2026Q1: 8,286 shares; 2026Q2: 8,745 shares 8,745 $797K 0.01% +459 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 61 shares; 2025Q2: 17,319 shares; 2025Q3: 17,327 shares; 2025Q4: 17,184 shares; 2026Q1: 17,138 shares; 2026Q2: 17,103 shares 17,103 $797K 0.01% -35 Timeline IBDR 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: 1,812 shares; 2025Q1: 1,825 shares; 2025Q2: 5,414 shares; 2025Q3: 16,029 shares; 2025Q4: 31,819 shares; 2026Q1: 23,637 shares; 2026Q2: 32,881 shares 32,881 $797K 0.01% +9,244 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,175 shares; 2025Q1: 2,819 shares; 2025Q2: 2,555 shares; 2025Q3: 2,357 shares; 2025Q4: 3,538 shares; 2026Q1: 3,717 shares; 2026Q2: 4,973 shares 4,973 $790K 0.01% +1,256 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 228 shares; 2025Q2: 316 shares; 2025Q3: 335 shares; 2025Q4: 2,605 shares; 2026Q1: 2,385 shares; 2026Q2: 2,729 shares 2,729 $789K 0.01% +344 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 1,815 shares; 2025Q2: 2,250 shares; 2025Q3: 3,081 shares; 2025Q4: 3,385 shares; 2026Q1: 3,467 shares; 2026Q2: 3,255 shares 3,255 $789K 0.01% -212 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,595 shares; 2025Q1: 1,127 shares; 2025Q2: 955 shares; 2025Q3: 1,049 shares; 2025Q4: 1,656 shares; 2026Q1: 3,597 shares; 2026Q2: 3,649 shares 3,649 $788K 0.01% +52 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 3,095 shares; 2025Q4: 3,337 shares; 2026Q1: 4,469 shares; 2026Q2: 6,790 shares 6,790 $788K 0.01% +2,321 Timeline JEMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,636 shares 14,636 $787K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,551 shares; 2025Q1: 2,385 shares; 2025Q2: 2,183 shares; 2025Q3: 4,277 shares; 2025Q4: 6,872 shares; 2026Q1: 10,138 shares; 2026Q2: 10,323 shares 10,323 $786K 0.01% +185 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,668 shares; 2025Q1: 17,297 shares; 2025Q2: 29,473 shares; 2025Q3: 24,878 shares; 2025Q4: 24,386 shares; 2026Q1: 34,177 shares; 2026Q2: 31,769 shares 31,769 $783K 0.01% -2,408 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,507 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares; 2026Q1: 5,730 shares; 2026Q2: 10,177 shares 10,177 $783K 0.01% +4,447 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 5,038 shares; 2025Q2: 2,554 shares; 2025Q3: 1,729 shares; 2025Q4: 2,163 shares; 2026Q1: 16,424 shares; 2026Q2: 16,921 shares 16,921 $783K 0.01% +497 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,254 shares; 2025Q1: 1,080 shares; 2025Q2: 2,746 shares; 2025Q3: 4,852 shares; 2025Q4: 11,061 shares; 2026Q1: 13,180 shares; 2026Q2: 17,496 shares 17,496 $783K 0.01% +4,316 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 11,807 shares; 2025Q3: 16,831 shares; 2025Q4: 54,475 shares; 2026Q1: 47,591 shares; 2026Q2: 47,005 shares 47,005 $782K 0.01% -586 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,785 shares; 2025Q1: 15,319 shares; 2025Q2: 17,626 shares; 2025Q3: 21,943 shares; 2025Q4: 19,139 shares; 2026Q1: 19,491 shares; 2026Q2: 19,085 shares 19,085 $781K 0.01% -406 Timeline IYH 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: 3,073 shares; 2025Q1: 2,579 shares; 2025Q2: 2,249 shares; 2025Q3: 12,289 shares; 2025Q4: 10,250 shares; 2026Q1: 19,516 shares; 2026Q2: 11,628 shares 11,628 $780K 0.01% -7,888 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,866 shares; 2025Q1: 9,123 shares; 2025Q2: 10,018 shares; 2025Q3: 21,928 shares; 2025Q4: 33,009 shares; 2026Q1: 48,475 shares; 2026Q2: 51,842 shares 51,842 $780K 0.01% +3,367 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,602 shares; 2025Q1: 2,326 shares; 2025Q2: 3,393 shares; 2025Q3: 3,968 shares; 2025Q4: 5,201 shares; 2026Q1: 5,432 shares; 2026Q2: 5,919 shares 5,919 $779K 0.01% +487 Timeline IYE 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: 2,424 shares; 2025Q1: 2,521 shares; 2025Q2: 5,294 shares; 2025Q3: 4,318 shares; 2025Q4: 11,703 shares; 2026Q1: 13,079 shares; 2026Q2: 13,763 shares 13,763 $779K 0.01% +684 Timeline CFA 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: not reported; 2026Q1: not reported; 2026Q2: 7,878 shares 7,878 $778K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,012 shares; 2025Q1: 6,945 shares; 2025Q2: 7,996 shares; 2025Q3: 9,644 shares; 2025Q4: 11,404 shares; 2026Q1: 12,993 shares; 2026Q2: 14,007 shares 14,007 $778K 0.01% +1,014 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,659 shares; 2025Q1: 34,102 shares; 2025Q2: 34,188 shares; 2025Q3: 38,268 shares; 2025Q4: 42,110 shares; 2026Q1: 56,845 shares; 2026Q2: 43,181 shares 43,181 $778K 0.01% -13,664 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 2,817 shares; 2025Q2: 3,135 shares; 2025Q3: 52,494 shares; 2025Q4: 44,970 shares; 2026Q1: 46,991 shares; 2026Q2: 19,581 shares 19,581 $774K 0.01% -27,410 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 1,102 shares; 2025Q2: 12,557 shares; 2025Q3: 14,774 shares; 2025Q4: 14,697 shares; 2026Q1: 2,055 shares; 2026Q2: 2,644 shares 2,644 $774K 0.01% +589 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,328 shares; 2025Q1: 2,746 shares; 2025Q2: 4,137 shares; 2025Q3: 9,029 shares; 2025Q4: 14,278 shares; 2026Q1: 21,421 shares; 2026Q2: 29,840 shares 29,840 $771K 0.01% +8,419 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 5,372 shares; 2025Q2: 19,710 shares; 2025Q3: 17,299 shares; 2025Q4: 17,358 shares; 2026Q1: 16,443 shares; 2026Q2: 14,171 shares 14,171 $771K 0.01% -2,272 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 27,742 shares; 2025Q2: 31,572 shares; 2025Q3: 22,967 shares; 2025Q4: 16,479 shares; 2026Q1: 12,742 shares; 2026Q2: 15,260 shares 15,260 $771K 0.01% +2,518 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 25,401 shares; 2025Q3: 30,125 shares; 2025Q4: 40,304 shares; 2026Q1: 36,774 shares; 2026Q2: 29,696 shares 29,696 $770K 0.01% -7,078 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,734 shares; 2025Q1: 19,849 shares; 2025Q2: 18,922 shares; 2025Q3: 15,334 shares; 2025Q4: 20,170 shares; 2026Q1: 29,121 shares; 2026Q2: 30,905 shares 30,905 $769K 0.01% +1,784 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,308 shares; 2025Q2: 2,306 shares; 2025Q3: 6,585 shares; 2025Q4: 6,446 shares; 2026Q1: 4,599 shares; 2026Q2: 4,420 shares 4,420 $769K 0.01% -179 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 839 shares; 2025Q2: 935 shares; 2025Q3: 1,078 shares; 2025Q4: 1,830 shares; 2026Q1: 2,070 shares; 2026Q2: 2,065 shares 2,065 $768K 0.01% -5 Timeline BLSH BULLISH More: the full row for BULLISH 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: 423 shares; 2026Q1: 1,416 shares; 2026Q2: 32,584 shares 32,584 $763K 0.01% +31,168 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,037 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 11,034 shares; 2026Q1: 11,030 shares; 2026Q2: 11,025 shares 11,025 $763K 0.01% -5 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 549 shares; 2025Q3: 990 shares; 2025Q4: 1,093 shares; 2026Q1: 1,142 shares; 2026Q2: 1,035 shares 1,035 $760K 0.01% -107 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 13,629 shares; 2025Q3: 11,828 shares; 2025Q4: 10,949 shares; 2026Q1: 10,962 shares; 2026Q2: 10,876 shares 10,876 $758K 0.01% -86 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,989 shares; 2025Q1: 1,811 shares; 2025Q2: 2,228 shares; 2025Q3: 2,274 shares; 2025Q4: 2,955 shares; 2026Q1: 5,090 shares; 2026Q2: 5,694 shares 5,694 $756K 0.01% +604 Timeline GMAR 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: 755 shares; 2025Q2: 701 shares; 2025Q3: 696 shares; 2025Q4: 335 shares; 2026Q1: 291 shares; 2026Q2: 17,085 shares 17,085 $756K 0.01% +16,794 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,562 shares; 2026Q2: 36,744 shares 36,744 $753K 0.01% +3,182 Timeline TPSC 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: 557 shares; 2025Q4: 960 shares; 2026Q1: 13,775 shares; 2026Q2: 15,688 shares 15,688 $753K 0.01% +1,913 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,762 shares; 2025Q1: 4,099 shares; 2025Q2: 4,034 shares; 2025Q3: 5,933 shares; 2025Q4: 17,169 shares; 2026Q1: 24,453 shares; 2026Q2: 27,834 shares 27,834 $748K 0.01% +3,381 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 32,843 shares; 2025Q3: 22,996 shares; 2025Q4: 49,459 shares; 2026Q1: 40,766 shares; 2026Q2: 45,771 shares 45,771 $747K 0.01% +5,005 Timeline BBHY 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: 8,027 shares; 2025Q1: 11,426 shares; 2025Q2: 7,301 shares; 2025Q3: 5,323 shares; 2025Q4: 6,039 shares; 2026Q1: 5,366 shares; 2026Q2: 16,158 shares 16,158 $745K 0.01% +10,792 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,583 shares; 2025Q2: 3,429 shares; 2025Q3: 6,656 shares; 2025Q4: 7,804 shares; 2026Q1: 8,424 shares; 2026Q2: 10,050 shares 10,050 $745K 0.01% +1,626 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 143 shares; 2025Q4: 206 shares; 2026Q1: 268 shares; 2026Q2: 13,963 shares 13,963 $744K 0.01% +13,695 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,385 shares; 2025Q1: 52,014 shares; 2025Q2: 65,958 shares; 2025Q3: 65,014 shares; 2025Q4: 58,675 shares; 2026Q1: 54,187 shares; 2026Q2: 39,256 shares 39,256 $741K 0.01% -14,931 Timeline ACWV 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: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,417 shares; 2025Q3: 36 shares; 2025Q4: 94 shares; 2026Q1: 6,294 shares; 2026Q2: 6,152 shares 6,152 $740K 0.01% -142 Timeline IWL 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: 252 shares; 2025Q1: 252 shares; 2025Q2: 105 shares; 2025Q3: 45 shares; 2025Q4: 5,248 shares; 2026Q1: 4,958 shares; 2026Q2: 4,000 shares 4,000 $740K 0.01% -958 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,213 shares; 2025Q1: 1,212 shares; 2025Q2: 1,166 shares; 2025Q3: 1,218 shares; 2025Q4: 1,392 shares; 2026Q1: 1,973 shares; 2026Q2: 1,978 shares 1,978 $739K 0.01% +5 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 214 shares; 2025Q3: 1,159 shares; 2025Q4: 1,668 shares; 2026Q1: 15,198 shares; 2026Q2: 15,158 shares 15,158 $737K 0.01% -40 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,581 shares; 2026Q2: 29,031 shares 29,031 $735K 0.01% +24,450 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,661 shares; 2025Q1: 2,040 shares; 2025Q2: 2,382 shares; 2025Q3: 3,498 shares; 2025Q4: 5,068 shares; 2026Q1: 5,309 shares; 2026Q2: 6,202 shares 6,202 $733K 0.01% +893 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 131 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 266 shares; 2026Q1: 305 shares; 2026Q2: 375 shares 375 $732K 0.01% +70 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 300 shares; 2025Q2: 18,587 shares; 2025Q3: 17,864 shares; 2025Q4: 28,797 shares; 2026Q1: 23,386 shares; 2026Q2: 25,101 shares 25,101 $732K 0.01% +1,715 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,016 shares; 2025Q1: 4,391 shares; 2025Q2: 5,853 shares; 2025Q3: 7,778 shares; 2025Q4: 14,129 shares; 2026Q1: 23,721 shares; 2026Q2: 21,547 shares 21,547 $732K 0.01% -2,174 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,241 shares; 2025Q1: 12,963 shares; 2025Q2: 12,715 shares; 2025Q3: 9,529 shares; 2025Q4: 8,856 shares; 2026Q1: 7,864 shares; 2026Q2: 7,269 shares 7,269 $731K 0.01% -595 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 382 shares; 2025Q2: 370 shares; 2025Q3: 523 shares; 2025Q4: 632 shares; 2026Q1: 2,533 shares; 2026Q2: 2,597 shares 2,597 $731K 0.01% +64 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,910 shares; 2025Q1: 26,242 shares; 2025Q2: 26,242 shares; 2025Q3: 25,088 shares; 2025Q4: 26,113 shares; 2026Q1: 24,631 shares; 2026Q2: 23,775 shares 23,775 $731K 0.01% -856 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 2,086 shares; 2025Q2: 1,751 shares; 2025Q3: 649 shares; 2025Q4: 2,368 shares; 2026Q1: 3,763 shares; 2026Q2: 2,574 shares 2,574 $730K 0.01% -1,189 Timeline JUSA 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: not reported; 2026Q2: 10,866 shares 10,866 $730K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,120 shares; 2025Q1: 9,909 shares; 2025Q2: 10,480 shares; 2025Q3: 9,975 shares; 2025Q4: 9,532 shares; 2026Q1: 8,936 shares; 2026Q2: 8,295 shares 8,295 $728K 0.01% -641 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 7,223 shares; 2025Q2: 8,932 shares; 2025Q3: 8,319 shares; 2025Q4: 10,656 shares; 2026Q1: 11,540 shares; 2026Q2: 9,746 shares 9,746 $727K 0.01% -1,794 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,701 shares; 2025Q1: 7,055 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 6,264 shares; 2026Q2: 14,784 shares 14,784 $726K 0.01% +8,520 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 23,536 shares; 2025Q3: 23,572 shares; 2025Q4: 29,334 shares; 2026Q1: 28,663 shares; 2026Q2: 24,933 shares 24,933 $723K 0.01% -3,730 Timeline GJUN 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: 686 shares; 2025Q2: 611 shares; 2025Q3: 4,167 shares; 2025Q4: 3,592 shares; 2026Q1: 3,245 shares; 2026Q2: 17,545 shares 17,545 $723K 0.01% +14,300 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 775 shares; 2025Q2: 760 shares; 2025Q3: 6,248 shares; 2025Q4: 10,693 shares; 2026Q1: 13,611 shares; 2026Q2: 13,842 shares 13,842 $722K 0.01% +231 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,639 shares; 2025Q1: 11,603 shares; 2025Q2: 36,119 shares; 2025Q3: 41,563 shares; 2025Q4: 54,588 shares; 2026Q1: 47,819 shares; 2026Q2: 40,358 shares 40,358 $722K 0.01% -7,461 Timeline CAOS 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: 7,969 shares 7,969 $720K 0.01% new Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,373 shares; 2025Q2: 29,370 shares; 2025Q3: 29,167 shares; 2025Q4: 26,823 shares; 2026Q1: 25,587 shares; 2026Q2: 23,819 shares 23,819 $720K 0.01% -1,768 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,155 shares; 2025Q1: 16,543 shares; 2025Q2: 16,288 shares; 2025Q3: 13,756 shares; 2025Q4: 14,521 shares; 2026Q1: 17,126 shares; 2026Q2: 18,906 shares 18,906 $720K 0.01% +1,780 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 1,204 shares; 2025Q2: 878 shares; 2025Q3: 1,045 shares; 2025Q4: 2,343 shares; 2026Q1: 2,636 shares; 2026Q2: 5,423 shares 5,423 $720K 0.01% +2,787 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 737 shares; 2025Q1: 1,312 shares; 2025Q2: 1,376 shares; 2025Q3: 1,558 shares; 2025Q4: 3,376 shares; 2026Q1: 2,596 shares; 2026Q2: 3,487 shares 3,487 $718K 0.01% +891 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,447 shares; 2026Q1: 32,558 shares; 2026Q2: 31,795 shares 31,795 $716K 0.01% -763 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,993 shares; 2025Q4: 6,136 shares; 2026Q1: 6,115 shares; 2026Q2: 34,384 shares 34,384 $715K 0.01% +28,269 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,173 shares; 2025Q1: 6,769 shares; 2025Q2: 28,803 shares; 2025Q3: 19,284 shares; 2025Q4: 11,712 shares; 2026Q1: 14,007 shares; 2026Q2: 22,732 shares 22,732 $714K 0.01% +8,725 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 456 shares; 2025Q2: 71 shares; 2025Q3: 177 shares; 2025Q4: 897 shares; 2026Q1: 818 shares; 2026Q2: 1,312 shares 1,312 $712K 0.01% +494 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,650 shares; 2025Q1: 13,855 shares; 2025Q2: 12,579 shares; 2025Q3: 37,278 shares; 2025Q4: 76,410 shares; 2026Q1: 65,484 shares; 2026Q2: 65,460 shares 65,460 $712K 0.01% -24 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 7,002 shares; 2025Q2: 17,370 shares; 2025Q3: 16,595 shares; 2025Q4: 16,905 shares; 2026Q1: 13,493 shares; 2026Q2: 14,070 shares 14,070 $712K 0.01% +577 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 5,860 shares; 2025Q2: 4,973 shares; 2025Q3: 6,214 shares; 2025Q4: 9,506 shares; 2026Q1: 9,754 shares; 2026Q2: 9,313 shares 9,313 $712K 0.01% -441 Timeline MNZL 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: 3,146 shares; 2026Q1: 5,230 shares; 2026Q2: 11,479 shares 11,479 $710K 0.01% +6,249 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,187 shares; 2025Q1: 3,283 shares; 2025Q2: 4,630 shares; 2025Q3: 5,535 shares; 2025Q4: 6,076 shares; 2026Q1: 10,722 shares; 2026Q2: 7,537 shares 7,537 $709K 0.01% -3,185 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,192 shares; 2025Q1: 8,122 shares; 2025Q2: 8,584 shares; 2025Q3: 19,005 shares; 2025Q4: 20,057 shares; 2026Q1: 20,825 shares; 2026Q2: 20,420 shares 20,420 $708K 0.01% -405 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 29 shares; 2025Q2: 9 shares; 2025Q3: 2,656 shares; 2025Q4: 2,888 shares; 2026Q1: 7,113 shares; 2026Q2: 7,087 shares 7,087 $706K 0.01% -26 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 22,319 shares; 2025Q2: 25,339 shares; 2025Q3: 19,194 shares; 2025Q4: 14,626 shares; 2026Q1: 11,349 shares; 2026Q2: 12,068 shares 12,068 $706K 0.01% +719 Timeline UPRO 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: 900 shares; 2025Q1: 287 shares; 2025Q2: 2,033 shares; 2025Q3: 3,052 shares; 2025Q4: 3,193 shares; 2026Q1: 4,954 shares; 2026Q2: 4,950 shares 4,950 $702K 0.01% -4 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 2,296 shares; 2025Q2: 2,521 shares; 2025Q3: 2,824 shares; 2025Q4: 4,263 shares; 2026Q1: 4,098 shares; 2026Q2: 3,982 shares 3,982 $701K 0.01% -116 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 6,237 shares; 2025Q2: 3,963 shares; 2025Q3: 5,426 shares; 2025Q4: 5,030 shares; 2026Q1: 4,943 shares; 2026Q2: 4,564 shares 4,564 $700K 0.01% -379 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,735 shares; 2025Q1: 4,453 shares; 2025Q2: 976 shares; 2025Q3: 1,756 shares; 2025Q4: 2,372 shares; 2026Q1: 3,833 shares; 2026Q2: 5,000 shares 5,000 $700K 0.01% +1,167 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 176 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 4,314 shares; 2026Q1: 4,382 shares; 2026Q2: 9,265 shares 9,265 $693K 0.01% +4,883 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: 2,238 shares; 2025Q2: 478 shares; 2025Q3: 4,895 shares; 2025Q4: 10,703 shares; 2026Q1: 9,785 shares; 2026Q2: 12,385 shares 12,385 $693K 0.01% +2,600 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,547 shares; 2026Q2: 16,014 shares 16,014 $692K 0.01% -19,533 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 17,327 shares; 2025Q2: 16,688 shares; 2025Q3: 16,046 shares; 2025Q4: 16,965 shares; 2026Q1: 16,050 shares; 2026Q2: 15,889 shares 15,889 $691K 0.01% -161 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,655 shares; 2025Q4: 24,655 shares; 2026Q1: 24,655 shares; 2026Q2: 26,440 shares 26,440 $687K 0.01% +1,785 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,965 shares; 2025Q3: 19,965 shares; 2025Q4: 20,311 shares; 2026Q1: 20,311 shares; 2026Q2: 20,311 shares 20,311 $686K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,841 shares; 2025Q1: 15,335 shares; 2025Q2: 21,179 shares; 2025Q3: 23,769 shares; 2025Q4: 29,079 shares; 2026Q1: 20,992 shares; 2026Q2: 15,809 shares 15,809 $685K 0.01% -5,183 Timeline IYR 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: 4,829 shares; 2025Q1: 4,846 shares; 2025Q2: 69,878 shares; 2025Q3: 13,190 shares; 2025Q4: 5,210 shares; 2026Q1: 6,186 shares; 2026Q2: 6,690 shares 6,690 $684K 0.01% +504 Timeline JULH 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: 361 shares; 2025Q4: 573 shares; 2026Q1: 578 shares; 2026Q2: 27,265 shares 27,265 $679K 0.01% +26,687 Timeline IGOV 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: 6,505 shares; 2025Q2: 4,747 shares; 2025Q3: 13,943 shares; 2025Q4: 16,010 shares; 2026Q1: 16,709 shares; 2026Q2: 16,517 shares 16,517 $678K 0.01% -192 Timeline IWC 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: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 2,633 shares; 2025Q4: 2,254 shares; 2026Q1: 2,205 shares; 2026Q2: 3,386 shares 3,386 $677K 0.01% +1,181 Timeline EVUS 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: 1,418 shares; 2025Q4: 10,449 shares; 2026Q1: 14,867 shares; 2026Q2: 19,292 shares 19,292 $677K 0.01% +4,425 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P 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: 452 shares; 2026Q1: 10,186 shares; 2026Q2: 44,567 shares 44,567 $677K 0.01% +34,381 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 10,065 shares; 2025Q2: 10,068 shares; 2025Q3: 10,071 shares; 2025Q4: 41,184 shares; 2026Q1: 39,897 shares; 2026Q2: 36,639 shares 36,639 $677K 0.01% -3,258 Timeline JPIN 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: 1,319 shares; 2025Q1: 972 shares; 2025Q2: 912 shares; 2025Q3: 1,103 shares; 2025Q4: 3,591 shares; 2026Q1: 3,361 shares; 2026Q2: 9,306 shares 9,306 $673K 0.01% +5,945 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: 3,100 shares; 2025Q2: 3,680 shares; 2025Q3: 3,385 shares; 2025Q4: 4,377 shares; 2026Q1: 9,960 shares; 2026Q2: 9,967 shares 9,967 $672K 0.01% +7 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 807 shares; 2025Q2: 829 shares; 2025Q3: 1,525 shares; 2025Q4: 19,368 shares; 2026Q1: 22,255 shares; 2026Q2: 14,340 shares 14,340 $672K 0.01% -7,915 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 1,479 shares; 2025Q4: 1,992 shares; 2026Q1: 1,870 shares; 2026Q2: 1,075 shares 1,075 $671K 0.01% -795 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,358 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares; 2025Q4: 5,423 shares; 2026Q1: 5,423 shares; 2026Q2: 5,981 shares 5,981 $670K 0.01% +558 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,957 shares; 2025Q1: 15,957 shares; 2025Q2: 16,222 shares; 2025Q3: 16,222 shares; 2025Q4: 13,003 shares; 2026Q1: 14,288 shares; 2026Q2: 13,698 shares 13,698 $670K 0.01% -590 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,901 shares; 2025Q1: 3,871 shares; 2025Q2: 5,996 shares; 2025Q3: 9,855 shares; 2025Q4: 12,606 shares; 2026Q1: 12,304 shares; 2026Q2: 13,019 shares 13,019 $669K 0.01% +715 Timeline EMNT 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: 10,409 shares; 2025Q2: 331 shares; 2025Q3: 31 shares; 2025Q4: 1,037 shares; 2026Q1: 1,238 shares; 2026Q2: 6,765 shares 6,765 $669K 0.01% +5,527 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 1,570 shares; 2025Q2: 4,189 shares; 2025Q3: 2,508 shares; 2025Q4: 3,170 shares; 2026Q1: 3,671 shares; 2026Q2: 3,870 shares 3,870 $668K 0.01% +199 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 1,461 shares; 2025Q2: 5,155 shares; 2025Q3: 5,494 shares; 2025Q4: 9,190 shares; 2026Q1: 10,588 shares; 2026Q2: 12,524 shares 12,524 $667K 0.01% +1,936 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 2,475 shares; 2025Q2: 2,346 shares; 2025Q3: 2,401 shares; 2025Q4: 2,411 shares; 2026Q1: 2,379 shares; 2026Q2: 2,485 shares 2,485 $663K 0.01% +106 Timeline IEV 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: 7,904 shares; 2025Q1: 5,808 shares; 2025Q2: 5,811 shares; 2025Q3: 5,750 shares; 2025Q4: 5,950 shares; 2026Q1: 9,046 shares; 2026Q2: 9,097 shares 9,097 $663K 0.01% +51 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 18,373 shares; 2025Q2: 16,702 shares; 2025Q3: 10,454 shares; 2025Q4: 7,611 shares; 2026Q1: 5,562 shares; 2026Q2: 5,205 shares 5,205 $663K 0.01% -357 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,532 shares; 2025Q1: 7,641 shares; 2025Q2: 7,394 shares; 2025Q3: 5,021 shares; 2025Q4: 4,935 shares; 2026Q1: 4,828 shares; 2026Q2: 9,299 shares 9,299 $662K 0.01% +4,471 Timeline TPIF 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: not reported; 2025Q4: 161 shares; 2026Q1: 15,942 shares; 2026Q2: 17,696 shares 17,696 $660K 0.01% +1,754 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 2,545 shares; 2025Q2: 2,615 shares; 2025Q3: 2,748 shares; 2025Q4: 3,471 shares; 2026Q1: 3,665 shares; 2026Q2: 3,527 shares 3,527 $660K 0.01% -138 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,658 shares; 2026Q2: 13,191 shares 13,191 $660K 0.01% -467 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,454 shares; 2026Q2: 25,818 shares 25,818 $659K 0.01% +1,364 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 11,115 shares; 2026Q1: 15,613 shares; 2026Q2: 33,303 shares 33,303 $655K 0.01% +17,690 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 22,859 shares 22,859 $654K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,443 shares; 2025Q1: 5,744 shares; 2025Q2: 8,286 shares; 2025Q3: 7,444 shares; 2025Q4: 7,134 shares; 2026Q1: 7,302 shares; 2026Q2: 8,579 shares 8,579 $653K 0.01% +1,277 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,692 shares; 2025Q1: 4,282 shares; 2025Q2: 10,270 shares; 2025Q3: 12,558 shares; 2025Q4: 11,885 shares; 2026Q1: 5,618 shares; 2026Q2: 5,525 shares 5,525 $652K 0.01% -93 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,712 shares; 2025Q1: 38,546 shares; 2025Q2: 31,520 shares; 2025Q3: 34,331 shares; 2025Q4: 14,812 shares; 2026Q1: 20,847 shares; 2026Q2: 20,436 shares 20,436 $651K 0.01% -411 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,587 shares; 2025Q1: 2,545 shares; 2025Q2: 1,548 shares; 2025Q3: 2,346 shares; 2025Q4: 5,604 shares; 2026Q1: 7,455 shares; 2026Q2: 7,847 shares 7,847 $651K 0.01% +392 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 744 shares; 2025Q2: 763 shares; 2025Q3: 768 shares; 2025Q4: 1,704 shares; 2026Q1: 1,505 shares; 2026Q2: 1,156 shares 1,156 $650K 0.01% -349 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,285 shares; 2025Q2: 1,815 shares; 2025Q3: 1,706 shares; 2025Q4: 2,129 shares; 2026Q1: 2,083 shares; 2026Q2: 1,226 shares 1,226 $650K 0.01% -857 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 306 shares; 2025Q2: 316 shares; 2025Q3: 12,451 shares; 2025Q4: 13,383 shares; 2026Q1: 8,105 shares; 2026Q2: 6,918 shares 6,918 $645K 0.01% -1,187 Timeline FMAY 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: 488 shares; 2025Q1: 21,232 shares; 2025Q2: 21,182 shares; 2025Q3: 14,793 shares; 2025Q4: 11,394 shares; 2026Q1: 8,099 shares; 2026Q2: 11,462 shares 11,462 $644K 0.01% +3,363 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 24,866 shares; 2025Q2: 22,573 shares; 2025Q3: 23,415 shares; 2025Q4: 25,806 shares; 2026Q1: 23,847 shares; 2026Q2: 24,380 shares 24,380 $643K 0.01% +533 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 3,123 shares; 2026Q1: 30,951 shares; 2026Q2: 30,953 shares 30,953 $643K 0.01% +2 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 7,595 shares; 2025Q2: 21,195 shares; 2025Q3: 26,912 shares; 2025Q4: 31,073 shares; 2026Q1: 30,530 shares; 2026Q2: 34,237 shares 34,237 $640K 0.01% +3,707 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 108 shares; 2025Q2: 740 shares; 2025Q3: 1,314 shares; 2025Q4: 1,891 shares; 2026Q1: 1,743 shares; 2026Q2: 1,699 shares 1,699 $639K 0.01% -44 Timeline IBTG 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: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 1,150 shares; 2025Q3: 8,837 shares; 2025Q4: 9,213 shares; 2026Q1: 3,548 shares; 2026Q2: 27,865 shares 27,865 $638K <0.01% +24,317 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 17,886 shares; 2026Q1: 17,886 shares; 2026Q2: 17,886 shares 17,886 $637K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,558 shares; 2025Q1: 1,965 shares; 2025Q2: 2,207 shares; 2025Q3: 2,170 shares; 2025Q4: 4,224 shares; 2026Q1: 6,976 shares; 2026Q2: 9,587 shares 9,587 $636K <0.01% +2,611 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 9,667 shares; 2025Q2: 8,853 shares; 2025Q3: 8,458 shares; 2025Q4: 12,110 shares; 2026Q1: 15,941 shares; 2026Q2: 18,390 shares 18,390 $636K <0.01% +2,449 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,605 shares; 2025Q2: 1,865 shares; 2025Q3: 1,715 shares; 2025Q4: 1,884 shares; 2026Q1: 1,571 shares; 2026Q2: 1,527 shares 1,527 $636K <0.01% -44 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,468 shares; 2025Q1: 2,870 shares; 2025Q2: 6,155 shares; 2025Q3: 7,422 shares; 2025Q4: 8,705 shares; 2026Q1: 16,663 shares; 2026Q2: 21,853 shares 21,853 $636K <0.01% +5,190 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 2,903 shares; 2025Q2: 3,437 shares; 2025Q3: 3,493 shares; 2025Q4: 3,669 shares; 2026Q1: 2,788 shares; 2026Q2: 2,776 shares 2,776 $635K <0.01% -12 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 3,113 shares; 2025Q2: 4,397 shares; 2025Q3: 4,643 shares; 2025Q4: 4,375 shares; 2026Q1: 4,053 shares; 2026Q2: 4,435 shares 4,435 $635K <0.01% +382 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,171 shares; 2025Q1: 11,252 shares; 2025Q2: 8,349 shares; 2025Q3: 7,850 shares; 2025Q4: 6,634 shares; 2026Q1: 6,307 shares; 2026Q2: 6,168 shares 6,168 $634K <0.01% -139 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,300 shares; 2025Q1: 6,858 shares; 2025Q2: 7,528 shares; 2025Q3: 8,069 shares; 2025Q4: 10,116 shares; 2026Q1: 10,070 shares; 2026Q2: 8,830 shares 8,830 $634K <0.01% -1,240 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 7,139 shares; 2026Q1: 6,974 shares; 2026Q2: 8,024 shares 8,024 $632K <0.01% +1,050 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 50 shares; 2025Q2: 2,250 shares; 2025Q3: 3,302 shares; 2025Q4: 5,836 shares; 2026Q1: 5,125 shares; 2026Q2: 6,033 shares 6,033 $632K <0.01% +908 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,056 shares; 2025Q1: 8,610 shares; 2025Q2: 7,568 shares; 2025Q3: 6,933 shares; 2025Q4: 7,876 shares; 2026Q1: 8,941 shares; 2026Q2: 8,137 shares 8,137 $631K <0.01% -804 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 3,248 shares; 2025Q2: 6,908 shares; 2025Q3: 11,389 shares; 2025Q4: 15,740 shares; 2026Q1: 18,732 shares; 2026Q2: 16,440 shares 16,440 $630K <0.01% -2,292 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,178 shares; 2026Q2: 16,135 shares 16,135 $629K <0.01% -43 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 8,088 shares; 2025Q4: 6,275 shares; 2026Q1: 92,010 shares; 2026Q2: 31,966 shares 31,966 $628K <0.01% -60,044 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 119 shares; 2025Q2: 558 shares; 2025Q3: 879 shares; 2025Q4: 941 shares; 2026Q1: 23,414 shares; 2026Q2: 23,207 shares 23,207 $628K <0.01% -207 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 2,488 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares; 2025Q4: 3,582 shares; 2026Q1: 3,208 shares; 2026Q2: 2,980 shares 2,980 $628K <0.01% -228 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,024 shares; 2025Q1: 34,313 shares; 2025Q2: 25,491 shares; 2025Q3: 27,472 shares; 2025Q4: 34,460 shares; 2026Q1: 36,786 shares; 2026Q2: 38,828 shares 38,828 $628K <0.01% +2,042 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 4,738 shares; 2025Q2: 11,895 shares; 2025Q3: 13,785 shares; 2025Q4: 12,634 shares; 2026Q1: 11,645 shares; 2026Q2: 8,686 shares 8,686 $625K <0.01% -2,959 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,035 shares; 2025Q1: 11,055 shares; 2025Q2: 14,148 shares; 2025Q3: 15,269 shares; 2025Q4: 22,921 shares; 2026Q1: 43,117 shares; 2026Q2: 39,209 shares 39,209 $624K <0.01% -3,908 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 589 shares; 2025Q2: 217 shares; 2025Q3: 18,229 shares; 2025Q4: 30,329 shares; 2026Q1: 32,880 shares; 2026Q2: 35,434 shares 35,434 $623K <0.01% +2,554 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 423 shares; 2025Q2: 493 shares; 2025Q3: 646 shares; 2025Q4: 890 shares; 2026Q1: 941 shares; 2026Q2: 1,078 shares 1,078 $622K <0.01% +137 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 630 shares; 2025Q2: 404 shares; 2025Q3: 457 shares; 2025Q4: 2,157 shares; 2026Q1: 1,670 shares; 2026Q2: 1,841 shares 1,841 $622K <0.01% +171 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 38 shares; 2025Q2: 3,956 shares; 2025Q3: 884 shares; 2025Q4: 2,373 shares; 2026Q1: 2,424 shares; 2026Q2: 2,291 shares 2,291 $622K <0.01% -133 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 1,039 shares; 2025Q4: 1,571 shares; 2026Q1: 1,631 shares; 2026Q2: 1,737 shares 1,737 $621K <0.01% +106 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 8,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 12,500 shares 12,500 $621K <0.01% +1,500 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,954 shares; 2025Q2: 7,896 shares; 2025Q3: 6,585 shares; 2025Q4: 10,756 shares; 2026Q1: 14,392 shares; 2026Q2: 13,558 shares 13,558 $620K <0.01% -834 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 12,034 shares; 2025Q2: 20,259 shares; 2025Q3: 5,183 shares; 2025Q4: 4,593 shares; 2026Q1: 5,207 shares; 2026Q2: 4,329 shares 4,329 $617K <0.01% -878 Timeline SYSB 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: not reported; 2025Q4: 5,002 shares; 2026Q1: 6,897 shares; 2026Q2: 6,944 shares 6,944 $616K <0.01% +47 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 1,442 shares; 2025Q2: 1,620 shares; 2025Q3: 1,974 shares; 2025Q4: 3,460 shares; 2026Q1: 8,097 shares; 2026Q2: 9,530 shares 9,530 $614K <0.01% +1,433 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 167 shares; 2025Q4: 1,215 shares; 2026Q1: 1,481 shares; 2026Q2: 7,798 shares 7,798 $614K <0.01% +6,317 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,590 shares; 2025Q2: 3,630 shares; 2025Q3: 3,144 shares; 2025Q4: 4,216 shares; 2026Q1: 3,339 shares; 2026Q2: 3,432 shares 3,432 $613K <0.01% +93 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,931 shares; 2025Q1: 2,852 shares; 2025Q2: 2,772 shares; 2025Q3: 3,273 shares; 2025Q4: 8,176 shares; 2026Q1: 8,319 shares; 2026Q2: 27,075 shares 27,075 $613K <0.01% +18,756 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,366 shares; 2025Q2: 1,680 shares; 2025Q3: 5,313 shares; 2025Q4: 18,037 shares; 2026Q1: 26,890 shares; 2026Q2: 70,007 shares 70,007 $612K <0.01% +43,117 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,041 shares; 2025Q1: 3,183 shares; 2025Q2: 5,210 shares; 2025Q3: 17,274 shares; 2025Q4: 25,637 shares; 2026Q1: 27,012 shares; 2026Q2: 50,801 shares 50,801 $611K <0.01% +23,789 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,324 shares; 2025Q2: 8,875 shares; 2025Q3: 2,037 shares; 2025Q4: 11,650 shares; 2026Q1: 19,916 shares; 2026Q2: 12,134 shares 12,134 $611K <0.01% -7,782 Timeline IXC 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: 20,177 shares; 2025Q1: 13,354 shares; 2025Q2: 13,602 shares; 2025Q3: 12,654 shares; 2025Q4: 15,319 shares; 2026Q1: 15,326 shares; 2026Q2: 12,435 shares 12,435 $611K <0.01% -2,891 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 1,670 shares; 2025Q2: 2,896 shares; 2025Q3: 3,996 shares; 2025Q4: 5,771 shares; 2026Q1: 6,330 shares; 2026Q2: 10,008 shares 10,008 $611K <0.01% +3,678 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,508 shares; 2025Q1: 9,597 shares; 2025Q2: 23,873 shares; 2025Q3: 7,423 shares; 2025Q4: 6,949 shares; 2026Q1: 6,780 shares; 2026Q2: 6,821 shares 6,821 $610K <0.01% +41 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,592 shares; 2026Q2: 8,436 shares 8,436 $610K <0.01% -156 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 9,756 shares; 2025Q3: 11,465 shares; 2025Q4: 11,465 shares; 2026Q1: 18,622 shares; 2026Q2: 12,367 shares 12,367 $610K <0.01% -6,255 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,296 shares; 2026Q1: 10,841 shares; 2026Q2: 10,538 shares 10,538 $610K <0.01% -303 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 546 shares; 2025Q2: 663 shares; 2025Q3: 944 shares; 2025Q4: 2,047 shares; 2026Q1: 1,919 shares; 2026Q2: 2,441 shares 2,441 $609K <0.01% +522 Timeline HEAL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares; 2026Q1: 12,397 shares; 2026Q2: 22,087 shares 22,087 $609K <0.01% +9,690 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 3,455 shares; 2025Q2: 3,105 shares; 2025Q3: 3,402 shares; 2025Q4: 7,034 shares; 2026Q1: 7,186 shares; 2026Q2: 6,804 shares 6,804 $608K <0.01% -382 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 1,321 shares; 2025Q2: 1,383 shares; 2025Q3: 3,551 shares; 2025Q4: 4,119 shares; 2026Q1: 6,435 shares; 2026Q2: 7,757 shares 7,757 $608K <0.01% +1,322 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,231 shares; 2025Q4: 21,954 shares; 2026Q1: 21,954 shares; 2026Q2: 21,954 shares 21,954 $607K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 1,270 shares; 2025Q4: 5,283 shares; 2026Q1: 7,240 shares; 2026Q2: 7,337 shares 7,337 $606K <0.01% +97 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS 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: 1,918 shares; 2026Q1: 4,386 shares; 2026Q2: 17,529 shares 17,529 $606K <0.01% +13,143 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 613 shares; 2025Q2: 1,027 shares; 2025Q3: 1,493 shares; 2025Q4: 1,630 shares; 2026Q1: 1,632 shares; 2026Q2: 1,669 shares 1,669 $606K <0.01% +37 Timeline AGGY 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: 9,556 shares; 2025Q2: 8,886 shares; 2025Q3: 8,473 shares; 2025Q4: 9,240 shares; 2026Q1: 9,910 shares; 2026Q2: 13,926 shares 13,926 $605K <0.01% +4,016 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 4,565 shares; 2025Q2: 3,358 shares; 2025Q3: 6,522 shares; 2025Q4: 6,150 shares; 2026Q1: 5,305 shares; 2026Q2: 5,143 shares 5,143 $603K <0.01% -162 Timeline TQQQ 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: 3,256 shares; 2025Q1: 1,204 shares; 2025Q2: 2,286 shares; 2025Q3: 5,629 shares; 2025Q4: 5,346 shares; 2026Q1: 7,956 shares; 2026Q2: 7,446 shares 7,446 $603K <0.01% -510 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,207 shares; 2025Q1: 6,090 shares; 2025Q2: 5,304 shares; 2025Q3: 6,260 shares; 2025Q4: 6,583 shares; 2026Q1: 6,584 shares; 2026Q2: 8,008 shares 8,008 $603K <0.01% +1,424 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,184 shares; 2025Q1: 33,181 shares; 2025Q2: 33,173 shares; 2025Q3: 36,002 shares; 2025Q4: 35,189 shares; 2026Q1: 35,249 shares; 2026Q2: 34,021 shares 34,021 $603K <0.01% -1,228 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 863 shares; 2025Q2: 440 shares; 2025Q3: 870 shares; 2025Q4: 6,842 shares; 2026Q1: 9,230 shares; 2026Q2: 10,878 shares 10,878 $601K <0.01% +1,648 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 11,065 shares; 2026Q1: 11,065 shares; 2026Q2: 11,065 shares 11,065 $601K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,129 shares; 2025Q1: 20,908 shares; 2025Q2: 25,091 shares; 2025Q3: 32,324 shares; 2025Q4: 59,897 shares; 2026Q1: 61,221 shares; 2026Q2: 62,712 shares 62,712 $601K <0.01% +1,491 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,003 shares; 2025Q3: 20,020 shares; 2025Q4: 20,897 shares; 2026Q1: 46,261 shares; 2026Q2: 49,108 shares 49,108 $600K <0.01% +2,847 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 16,973 shares; 2026Q1: 17,806 shares; 2026Q2: 21,832 shares 21,832 $600K <0.01% +4,026 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,137 shares; 2026Q2: 64,001 shares 64,001 $600K <0.01% -18,136 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,676 shares; 2025Q1: 13,481 shares; 2025Q2: 10,421 shares; 2025Q3: 8,810 shares; 2025Q4: 9,813 shares; 2026Q1: 11,089 shares; 2026Q2: 12,022 shares 12,022 $598K <0.01% +933 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,566 shares; 2026Q2: 26,006 shares 26,006 $597K <0.01% -8,560 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,391 shares; 2025Q1: 4,292 shares; 2025Q2: 4,420 shares; 2025Q3: 17,869 shares; 2025Q4: 13,296 shares; 2026Q1: 18,166 shares; 2026Q2: 37,745 shares 37,745 $595K <0.01% +19,579 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,147 shares; 2025Q1: 9,168 shares; 2025Q2: 6,831 shares; 2025Q3: 18,198 shares; 2025Q4: 7,801 shares; 2026Q1: 9,123 shares; 2026Q2: 11,282 shares 11,282 $595K <0.01% +2,159 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,717 shares; 2025Q1: 831 shares; 2025Q2: 534 shares; 2025Q3: 869 shares; 2025Q4: 520 shares; 2026Q1: 245 shares; 2026Q2: 21,378 shares 21,378 $594K <0.01% +21,133 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 3,194 shares; 2025Q2: 3,524 shares; 2025Q3: 5,401 shares; 2025Q4: 6,919 shares; 2026Q1: 5,526 shares; 2026Q2: 5,756 shares 5,756 $593K <0.01% +230 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 695 shares; 2025Q2: 552 shares; 2025Q3: 605 shares; 2025Q4: 939 shares; 2026Q1: 941 shares; 2026Q2: 1,057 shares 1,057 $592K <0.01% +116 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 304 shares; 2025Q2: 2,041 shares; 2025Q3: 2,027 shares; 2025Q4: 15,757 shares; 2026Q1: 13,587 shares; 2026Q2: 15,171 shares 15,171 $592K <0.01% +1,584 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,948 shares; 2025Q1: 13,758 shares; 2025Q2: 13,054 shares; 2025Q3: 9,872 shares; 2025Q4: 9,878 shares; 2026Q1: 18,210 shares; 2026Q2: 23,606 shares 23,606 $592K <0.01% +5,396 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 854 shares; 2025Q2: 1,519 shares; 2025Q3: 2,306 shares; 2025Q4: 8,317 shares; 2026Q1: 9,361 shares; 2026Q2: 15,857 shares 15,857 $592K <0.01% +6,496 Timeline GEM 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: 8,645 shares; 2026Q1: 9,737 shares; 2026Q2: 11,372 shares 11,372 $591K <0.01% +1,635 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 1,370 shares; 2025Q2: 2,687 shares; 2025Q3: 1,429 shares; 2025Q4: 1,911 shares; 2026Q1: 3,024 shares; 2026Q2: 2,861 shares 2,861 $590K <0.01% -163 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 463 shares; 2025Q2: 879 shares; 2025Q3: 622 shares; 2025Q4: 640 shares; 2026Q1: 2,859 shares; 2026Q2: 3,848 shares 3,848 $588K <0.01% +989 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,762 shares; 2025Q2: 2,338 shares; 2025Q3: 2,142 shares; 2025Q4: 2,520 shares; 2026Q1: 3,192 shares; 2026Q2: 2,698 shares 2,698 $585K <0.01% -494 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: 4,348 shares; 2025Q2: 10,771 shares; 2025Q3: 23,169 shares; 2025Q4: 36,445 shares; 2026Q1: 26,777 shares; 2026Q2: 32,596 shares 32,596 $585K <0.01% +5,819 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180,000 shares 180,000 $583K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,830 shares; 2025Q1: 8,610 shares; 2025Q2: 8,570 shares; 2025Q3: 7,800 shares; 2025Q4: 14,039 shares; 2026Q1: 14,207 shares; 2026Q2: 12,190 shares 12,190 $583K <0.01% -2,017 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,024 shares; 2025Q1: 66,265 shares; 2025Q2: 60,409 shares; 2025Q3: 44,929 shares; 2025Q4: 37,125 shares; 2026Q1: 32,447 shares; 2026Q2: 30,776 shares 30,776 $583K <0.01% -1,671 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 3,896 shares; 2025Q2: 3,202 shares; 2025Q3: 3,272 shares; 2025Q4: 4,445 shares; 2026Q1: 6,483 shares; 2026Q2: 6,415 shares 6,415 $582K <0.01% -68 Timeline REZ 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 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,455 shares; 2026Q1: 4,906 shares; 2026Q2: 6,146 shares 6,146 $582K <0.01% +1,240 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,068 shares; 2025Q1: 13,459 shares; 2025Q2: 13,195 shares; 2025Q3: 9,767 shares; 2025Q4: 8,025 shares; 2026Q1: 6,979 shares; 2026Q2: 6,427 shares 6,427 $582K <0.01% -552 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,362 shares; 2025Q1: 36,064 shares; 2025Q2: 32,414 shares; 2025Q3: 23,047 shares; 2025Q4: 27,219 shares; 2026Q1: 34,904 shares; 2026Q2: 28,500 shares 28,500 $580K <0.01% -6,404 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: 2,446 shares; 2025Q2: 4,077 shares; 2025Q3: 3,788 shares; 2025Q4: 5,018 shares; 2026Q1: 2,236 shares; 2026Q2: 3,720 shares 3,720 $580K <0.01% +1,484 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 3,307 shares; 2025Q2: 3,328 shares; 2025Q3: 3,348 shares; 2025Q4: 45,780 shares; 2026Q1: 49,158 shares; 2026Q2: 47,869 shares 47,869 $580K <0.01% -1,289 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 333 shares; 2026Q1: 651 shares; 2026Q2: 9,515 shares 9,515 $579K <0.01% +8,864 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 17,201 shares; 2025Q4: 17,282 shares; 2026Q1: 6,180 shares; 2026Q2: 6,153 shares 6,153 $578K <0.01% -27 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 5,234 shares; 2025Q3: 4,529 shares; 2025Q4: 4,438 shares; 2026Q1: 4,332 shares; 2026Q2: 3,681 shares 3,681 $578K <0.01% -651 Timeline GSEP 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: 726 shares; 2025Q2: 644 shares; 2025Q3: 2,034 shares; 2025Q4: 1,447 shares; 2026Q1: 1,403 shares; 2026Q2: 14,103 shares 14,103 $578K <0.01% +12,700 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,438 shares; 2025Q1: 22,886 shares; 2025Q2: 25,920 shares; 2025Q3: 28,704 shares; 2025Q4: 23,187 shares; 2026Q1: 18,842 shares; 2026Q2: 18,208 shares 18,208 $576K <0.01% -634 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 15,987 shares; 2025Q2: 17,001 shares; 2025Q3: 16,237 shares; 2025Q4: 17,940 shares; 2026Q1: 16,963 shares; 2026Q2: 17,993 shares 17,993 $576K <0.01% +1,030 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 103 shares; 2025Q2: 90 shares; 2025Q3: 730 shares; 2025Q4: 13,256 shares; 2026Q1: 3,576 shares; 2026Q2: 10,319 shares 10,319 $575K <0.01% +6,743 Timeline LQDW 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 23,837 shares 23,837 $573K <0.01% +23,237 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 706 shares; 2025Q2: 3,451 shares; 2025Q3: 4,513 shares; 2025Q4: 4,590 shares; 2026Q1: 4,998 shares; 2026Q2: 5,111 shares 5,111 $573K <0.01% +113 Timeline CATH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,460 shares 6,460 $572K <0.01% new Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 9,956 shares; 2025Q2: 9,134 shares; 2025Q3: 9,136 shares; 2025Q4: 9,137 shares; 2026Q1: 14,509 shares; 2026Q2: 9,128 shares 9,128 $572K <0.01% -5,381 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,505 shares; 2026Q2: 79,573 shares 79,573 $571K <0.01% +2,068 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,168 shares; 2026Q1: 13,955 shares; 2026Q2: 13,979 shares 13,979 $569K <0.01% +24 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,189 shares 4,189 $568K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 5,135 shares; 2025Q2: 5,650 shares; 2025Q3: 5,709 shares; 2025Q4: 16,301 shares; 2026Q1: 18,806 shares; 2026Q2: 13,327 shares 13,327 $567K <0.01% -5,479 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 498 shares; 2025Q2: 605 shares; 2025Q3: 1,696 shares; 2025Q4: 1,765 shares; 2026Q1: 1,908 shares; 2026Q2: 15,285 shares 15,285 $567K <0.01% +13,377 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 2,668 shares; 2025Q2: 7,567 shares; 2025Q3: 20,201 shares; 2025Q4: 18,564 shares; 2026Q1: 30,530 shares; 2026Q2: 42,819 shares 42,819 $567K <0.01% +12,289 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,037 shares; 2025Q1: 3,915 shares; 2025Q2: 8,196 shares; 2025Q3: 9,171 shares; 2025Q4: 10,597 shares; 2026Q1: 11,636 shares; 2026Q2: 13,976 shares 13,976 $566K <0.01% +2,340 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 31 shares; 2025Q2: 33 shares; 2025Q3: 128 shares; 2025Q4: 4,942 shares; 2026Q1: 5,578 shares; 2026Q2: 5,953 shares 5,953 $566K <0.01% +375 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 381 shares; 2025Q1: 368 shares; 2025Q2: 184 shares; 2025Q3: 800 shares; 2025Q4: 851 shares; 2026Q1: 727 shares; 2026Q2: 1,971 shares 1,971 $564K <0.01% +1,244 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 777 shares; 2025Q1: 1,862 shares; 2025Q2: 2,015 shares; 2025Q3: 2,930 shares; 2025Q4: 2,810 shares; 2026Q1: 7,064 shares; 2026Q2: 7,529 shares 7,529 $564K <0.01% +465 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 460 shares; 2025Q2: 474 shares; 2025Q3: 585 shares; 2025Q4: 1,178 shares; 2026Q1: 1,199 shares; 2026Q2: 1,075 shares 1,075 $562K <0.01% -124 Timeline IBDW 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: 4,432 shares; 2025Q1: 4,325 shares; 2025Q2: 4,055 shares; 2025Q3: 16,735 shares; 2025Q4: 17,923 shares; 2026Q1: 19,587 shares; 2026Q2: 26,952 shares 26,952 $562K <0.01% +7,365 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 5,065 shares; 2025Q2: 4,948 shares; 2025Q3: 5,356 shares; 2025Q4: 11,283 shares; 2026Q1: 11,323 shares; 2026Q2: 11,070 shares 11,070 $561K <0.01% -253 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,540 shares; 2025Q1: 7,191 shares; 2025Q2: 4,070 shares; 2025Q3: 3,979 shares; 2025Q4: 10,627 shares; 2026Q1: 21,142 shares; 2026Q2: 42,006 shares 42,006 $557K <0.01% +20,864 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,031 shares; 2025Q4: 5,979 shares; 2026Q1: 6,633 shares; 2026Q2: 7,938 shares 7,938 $557K <0.01% +1,305 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,068 shares; 2026Q1: 18,965 shares; 2026Q2: 18,953 shares 18,953 $556K <0.01% -12 Timeline EEMV 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: 1,005 shares; 2025Q1: 1,231 shares; 2025Q2: 1,893 shares; 2025Q3: 5,083 shares; 2025Q4: 7,129 shares; 2026Q1: 7,908 shares; 2026Q2: 7,373 shares 7,373 $555K <0.01% -535 Timeline JMOM 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: 1,172 shares; 2025Q1: 1,677 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares; 2026Q2: 6,485 shares 6,485 $554K <0.01% +4,814 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,451 shares; 2025Q1: 8,120 shares; 2025Q2: 11,766 shares; 2025Q3: 37,858 shares; 2025Q4: 78,769 shares; 2026Q1: 89,653 shares; 2026Q2: 95,017 shares 95,017 $554K <0.01% +5,364 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,792 shares; 2025Q1: 2,012 shares; 2025Q2: 2,327 shares; 2025Q3: 2,112 shares; 2025Q4: 2,035 shares; 2026Q1: 2,305 shares; 2026Q2: 2,436 shares 2,436 $553K <0.01% +131 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 2,760 shares; 2025Q2: 16,321 shares; 2025Q3: 19,536 shares; 2025Q4: 31,996 shares; 2026Q1: 22,569 shares; 2026Q2: 23,024 shares 23,024 $552K <0.01% +455 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,495 shares; 2025Q2: 1,809 shares; 2025Q3: 1,955 shares; 2025Q4: 2,828 shares; 2026Q1: 3,646 shares; 2026Q2: 3,758 shares 3,758 $551K <0.01% +112 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,613 shares; 2025Q1: 6,754 shares; 2025Q2: 8,150 shares; 2025Q3: 10,585 shares; 2025Q4: 10,284 shares; 2026Q1: 10,046 shares; 2026Q2: 10,510 shares 10,510 $550K <0.01% +464 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,121 shares; 2025Q1: 4,980 shares; 2025Q2: 4,240 shares; 2025Q3: 4,684 shares; 2025Q4: 11,345 shares; 2026Q1: 14,062 shares; 2026Q2: 20,224 shares 20,224 $549K <0.01% +6,162 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 1,084 shares; 2025Q2: 494 shares; 2025Q3: 1,040 shares; 2025Q4: 1,228 shares; 2026Q1: 9,067 shares; 2026Q2: 10,347 shares 10,347 $549K <0.01% +1,280 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,943 shares; 2025Q1: 4,493 shares; 2025Q2: 5,228 shares; 2025Q3: 5,508 shares; 2025Q4: 7,687 shares; 2026Q1: 9,046 shares; 2026Q2: 8,545 shares 8,545 $548K <0.01% -501 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,330 shares; 2025Q1: 1,487 shares; 2025Q2: 1,873 shares; 2025Q3: 2,251 shares; 2025Q4: 3,033 shares; 2026Q1: 4,570 shares; 2026Q2: 6,057 shares 6,057 $548K <0.01% +1,487 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 2,946 shares; 2025Q2: 5,023 shares; 2025Q3: 6,645 shares; 2025Q4: 9,071 shares; 2026Q1: 6,451 shares; 2026Q2: 6,753 shares 6,753 $548K <0.01% +302 Timeline CLOA 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: 596 shares; 2026Q1: 20 shares; 2026Q2: 10,556 shares 10,556 $548K <0.01% +10,536 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,729 shares; 2025Q1: 8,729 shares; 2025Q2: 8,461 shares; 2025Q3: 7,483 shares; 2025Q4: 7,683 shares; 2026Q1: 7,595 shares; 2026Q2: 7,595 shares 7,595 $547K <0.01% 0 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 28,466 shares; 2025Q2: 27,212 shares; 2025Q3: 19,669 shares; 2025Q4: 14,538 shares; 2026Q1: 10,155 shares; 2026Q2: 11,589 shares 11,589 $546K <0.01% +1,434 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 3,436 shares; 2025Q2: 4,474 shares; 2025Q3: 5,748 shares; 2025Q4: 6,398 shares; 2026Q1: 7,046 shares; 2026Q2: 7,166 shares 7,166 $544K <0.01% +120 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,178 shares; 2025Q1: 1,464 shares; 2025Q2: 1,559 shares; 2025Q3: 1,519 shares; 2025Q4: 3,329 shares; 2026Q1: 3,423 shares; 2026Q2: 3,743 shares 3,743 $544K <0.01% +320 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,449 shares; 2026Q1: 5,526 shares; 2026Q2: 5,504 shares 5,504 $543K <0.01% -22 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,046 shares; 2025Q2: 2 shares; 2025Q3: 3,062 shares; 2025Q4: 18,805 shares; 2026Q1: 33,907 shares; 2026Q2: 26,356 shares 26,356 $542K <0.01% -7,551 Timeline ATCL REX ETF TR More: the full row for REX 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: not reported; 2026Q1: not reported; 2026Q2: 21,814 shares 21,814 $542K <0.01% new Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311,455 shares; 2025Q4: 265,296 shares; 2026Q1: 50,794 shares; 2026Q2: 10,729 shares 10,729 $541K <0.01% -40,065 Timeline JANJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,085 shares; 2026Q2: 21,885 shares 21,885 $541K <0.01% -200 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 1,474 shares; 2025Q2: 1,803 shares; 2025Q3: 1,899 shares; 2025Q4: 5,017 shares; 2026Q1: 6,001 shares; 2026Q2: 8,654 shares 8,654 $540K <0.01% +2,653 Timeline FAUG 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: 483 shares; 2025Q1: 20,298 shares; 2025Q2: 19,451 shares; 2025Q3: 13,544 shares; 2025Q4: 10,374 shares; 2026Q1: 7,110 shares; 2026Q2: 9,544 shares 9,544 $539K <0.01% +2,434 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 190 shares; 2025Q2: 13,622 shares; 2025Q3: 13,592 shares; 2025Q4: 13,617 shares; 2026Q1: 13,617 shares; 2026Q2: 13,617 shares 13,617 $539K <0.01% 0 Timeline