AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,133 shares; 2024Q4: 42,892 shares; 2025Q1: 48,122 shares; 2025Q2: 46,379 shares; 2025Q3: 15,118 shares; 2025Q4: 6,639 shares; 2026Q1: 18,988 shares 18,988 $1.22M 0.01% +12,349 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,956 shares; 2026Q1: 34,276 shares 34,276 $1.22M 0.01% +320 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,489 shares; 2025Q2: 2,945 shares; 2025Q3: 2,297 shares; 2025Q4: 5,327 shares; 2026Q1: 5,962 shares 5,962 $1.22M 0.01% +635 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,677 shares; 2025Q1: 29,874 shares; 2025Q2: 23,495 shares; 2025Q3: 35,678 shares; 2025Q4: 45,534 shares; 2026Q1: 50,053 shares 50,053 $1.22M 0.01% +4,519 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,323 shares; 2025Q3: 11,875 shares; 2025Q4: 14,914 shares; 2026Q1: 18,059 shares 18,059 $1.21M 0.01% +3,145 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 9,036 shares 9,036 $1.2M 0.01% +6,146 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,964 shares; 2025Q4: 8,621 shares; 2026Q1: 12,610 shares 12,610 $1.2M 0.01% +3,989 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,436 shares; 2025Q3: 22,629 shares; 2025Q4: 11,721 shares; 2026Q1: 11,772 shares 11,772 $1.2M 0.01% +51 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 17,206 shares; 2025Q1: 17,458 shares; 2025Q2: 12,399 shares; 2025Q3: 23,911 shares; 2025Q4: 12,021 shares; 2026Q1: 10,557 shares 10,557 $1.2M 0.01% -1,464 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 8,648 shares; 2025Q3: 12,916 shares; 2025Q4: 12,823 shares; 2026Q1: 14,053 shares 14,053 $1.19M 0.01% +1,230 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,922 shares; 2025Q4: 11,059 shares; 2026Q1: 17,203 shares 17,203 $1.19M 0.01% +6,144 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: not reported; 2025Q1: 5,877 shares; 2025Q2: 8,392 shares; 2025Q3: 6,379 shares; 2025Q4: 5,715 shares; 2026Q1: 4,653 shares 4,653 $1.18M 0.01% -1,062 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,207 shares; 2024Q4: 22,213 shares; 2025Q1: 22,577 shares; 2025Q2: 22,877 shares; 2025Q3: 23,689 shares; 2025Q4: 23,616 shares; 2026Q1: 23,436 shares 23,436 $1.18M 0.01% -180 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,758 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,737 shares 11,737 $1.18M 0.01% new Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,693 shares; 2025Q2: 5,514 shares; 2025Q3: 21,904 shares; 2025Q4: 13,544 shares; 2026Q1: 16,037 shares 16,037 $1.18M 0.01% +2,493 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 6,349 shares; 2025Q1: 6,431 shares; 2025Q2: 8,084 shares; 2025Q3: 3,515 shares; 2025Q4: 10,819 shares; 2026Q1: 10,461 shares 10,461 $1.17M 0.01% -358 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,945 shares; 2025Q2: 9,454 shares; 2025Q3: 23,281 shares; 2025Q4: 25,711 shares; 2026Q1: 27,536 shares 27,536 $1.17M 0.01% +1,825 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 2,523 shares; 2025Q1: 5,318 shares; 2025Q2: 4,912 shares; 2025Q3: 9,755 shares; 2025Q4: 6,298 shares; 2026Q1: 7,533 shares 7,533 $1.17M 0.01% +1,235 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 2,177 shares; 2025Q1: 2,464 shares; 2025Q2: 5,907 shares; 2025Q3: 6,273 shares; 2025Q4: 7,628 shares; 2026Q1: 7,078 shares 7,078 $1.16M 0.01% -550 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 11,231 shares; 2025Q1: 8,475 shares; 2025Q2: 7,563 shares; 2025Q3: 8,866 shares; 2025Q4: 16,775 shares; 2026Q1: 10,485 shares 10,485 $1.15M 0.01% -6,290 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,079 shares; 2025Q2: 23,446 shares; 2025Q3: 44,290 shares; 2025Q4: 23,085 shares; 2026Q1: 22,915 shares 22,915 $1.15M 0.01% -170 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 29,752 shares; 2025Q3: 46,092 shares; 2025Q4: 5,578 shares; 2026Q1: 10,500 shares 10,500 $1.15M 0.01% +4,922 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,428 shares; 2025Q2: not reported; 2025Q3: 10,952 shares; 2025Q4: not reported; 2026Q1: 14,520 shares 14,520 $1.15M 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,257 shares; 2025Q2: 2,988 shares; 2025Q3: 8,784 shares; 2025Q4: not reported; 2026Q1: 8,593 shares 8,593 $1.15M 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,191 shares; 2024Q4: 53,742 shares; 2025Q1: 58,485 shares; 2025Q2: 53,772 shares; 2025Q3: 18,852 shares; 2025Q4: not reported; 2026Q1: 64,165 shares 64,165 $1.14M 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,919 shares; 2025Q1: 3,621 shares; 2025Q2: 4,152 shares; 2025Q3: 5,206 shares; 2025Q4: 5,618 shares; 2026Q1: 4,484 shares 4,484 $1.12M 0.01% -1,134 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,049 shares; 2025Q1: 5,306 shares; 2025Q2: 5,370 shares; 2025Q3: 8,362 shares; 2025Q4: 5,659 shares; 2026Q1: 5,675 shares 5,675 $1.12M 0.01% +16 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,927 shares; 2025Q4: 25,727 shares; 2026Q1: 27,565 shares 27,565 $1.12M 0.01% +1,838 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: 5,134 shares; 2025Q4: 4,187 shares; 2026Q1: 11,302 shares 11,302 $1.11M 0.01% +7,115 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,844 shares; 2026Q1: 46,603 shares 46,603 $1.11M 0.01% +2,759 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,903 shares; 2025Q1: 3,435 shares; 2025Q2: 1,374 shares; 2025Q3: 1,790 shares; 2025Q4: 1,940 shares; 2026Q1: 5,288 shares 5,288 $1.11M 0.01% +3,348 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: 8,398 shares; 2025Q4: 17,076 shares; 2026Q1: 26,856 shares 26,856 $1.11M 0.01% +9,780 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,629 shares; 2025Q3: 5,699 shares; 2025Q4: 27,029 shares; 2026Q1: 30,493 shares 30,493 $1.1M 0.01% +3,464 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 4,400 shares; 2025Q1: 6,682 shares; 2025Q2: 6,755 shares; 2025Q3: 6,894 shares; 2025Q4: 6,415 shares; 2026Q1: 7,122 shares 7,122 $1.09M 0.01% +707 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,560 shares; 2025Q2: not reported; 2025Q3: 15,306 shares; 2025Q4: 22,917 shares; 2026Q1: 63,843 shares 63,843 $1.08M 0.01% +40,926 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 24,431 shares; 2025Q1: 33,118 shares; 2025Q2: 41,742 shares; 2025Q3: 44,075 shares; 2025Q4: 44,383 shares; 2026Q1: 27,030 shares 27,030 $1.08M 0.01% -17,353 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,948 shares; 2024Q4: 23,680 shares; 2025Q1: 25,939 shares; 2025Q2: 25,846 shares; 2025Q3: 28,492 shares; 2025Q4: 14,810 shares; 2026Q1: 8,231 shares 8,231 $1.08M 0.01% -6,579 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: not reported; 2026Q1: 5,942 shares 5,942 $1.07M 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 5,710 shares; 2026Q1: 7,651 shares 7,651 $1.07M 0.01% +1,941 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,544 shares 11,544 $1.06M 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,542 shares; 2024Q4: 19,739 shares; 2025Q1: 31,689 shares; 2025Q2: 44,194 shares; 2025Q3: 25,136 shares; 2025Q4: 15,610 shares; 2026Q1: 67,387 shares 67,387 $1.05M 0.01% +51,777 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,089 shares; 2024Q4: 18,343 shares; 2025Q1: 16,734 shares; 2025Q2: 17,110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,150 shares 21,150 $1.05M 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 4,194 shares; 2025Q1: 7,389 shares; 2025Q2: 8,888 shares; 2025Q3: 14,400 shares; 2025Q4: 14,473 shares; 2026Q1: 13,093 shares 13,093 $1.05M 0.01% -1,380 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,305 shares; 2025Q4: 28,909 shares; 2026Q1: 38,739 shares 38,739 $1.05M 0.01% +9,830 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,160 shares; 2026Q1: 22,798 shares 22,798 $1.05M 0.01% +2,638 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 4,228 shares; 2025Q1: 4,487 shares; 2025Q2: 4,510 shares; 2025Q3: not reported; 2025Q4: 6,217 shares; 2026Q1: 4,938 shares 4,938 $1.04M 0.01% -1,279 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,255 shares; 2025Q4: 19,722 shares; 2026Q1: 27,671 shares 27,671 $1.03M 0.01% +7,949 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,888 shares; 2026Q1: 5,741 shares 5,741 $1.03M 0.01% +2,853 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 12,103 shares; 2025Q1: 16,652 shares; 2025Q2: 18,849 shares; 2025Q3: 32,428 shares; 2025Q4: 24,409 shares; 2026Q1: 11,882 shares 11,882 $1.03M 0.01% -12,527 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 6,770 shares; 2025Q1: 16,693 shares; 2025Q2: 16,622 shares; 2025Q3: 28,413 shares; 2025Q4: 26,740 shares; 2026Q1: 22,731 shares 22,731 $1.03M 0.01% -4,009 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,671 shares; 2025Q1: 4,282 shares; 2025Q2: 6,863 shares; 2025Q3: 7,021 shares; 2025Q4: 3,374 shares; 2026Q1: 3,474 shares 3,474 $1.03M 0.01% +100 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 8,017 shares; 2025Q1: 13,615 shares; 2025Q2: 9,382 shares; 2025Q3: 11,000 shares; 2025Q4: 10,468 shares; 2026Q1: 7,924 shares 7,924 $1.02M 0.01% -2,544 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,681 shares; 2024Q4: 10,899 shares; 2025Q1: 11,916 shares; 2025Q2: 11,571 shares; 2025Q3: 14,863 shares; 2025Q4: 11,777 shares; 2026Q1: 11,901 shares 11,901 $1.02M 0.01% +124 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: 1,865 shares 1,865 $1.01M 0.01% +898 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,318 shares; 2025Q1: 9,443 shares; 2025Q2: 17,497 shares; 2025Q3: 21,968 shares; 2025Q4: 23,149 shares; 2026Q1: 22,059 shares 22,059 $1.01M 0.01% -1,090 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,391 shares; 2025Q4: 17,161 shares; 2026Q1: 25,265 shares 25,265 $1.01M 0.01% +8,104 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 340 shares; 2025Q1: 189 shares; 2025Q2: 368 shares; 2025Q3: 423 shares; 2025Q4: 312 shares; 2026Q1: 296 shares 296 $1M 0.01% -16 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,979 shares; 2025Q2: 16,450 shares; 2025Q3: 29,316 shares; 2025Q4: 28,323 shares; 2026Q1: 27,874 shares 27,874 $997K 0.01% -449 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,916 shares; 2025Q3: 19,635 shares; 2025Q4: 21,292 shares; 2026Q1: 19,341 shares 19,341 $994K 0.01% -1,951 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,539 shares 15,539 $993K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: not reported; 2025Q1: 14,188 shares; 2025Q2: 10,613 shares; 2025Q3: 19,316 shares; 2025Q4: 20,451 shares; 2026Q1: 13,820 shares 13,820 $992K 0.01% -6,631 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,185 shares; 2025Q1: 4,465 shares; 2025Q2: 5,652 shares; 2025Q3: 4,836 shares; 2025Q4: 4,453 shares; 2026Q1: 2,373 shares 2,373 $989K 0.01% -2,080 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,173 shares; 2025Q3: 3,772 shares; 2025Q4: not reported; 2026Q1: 9,268 shares 9,268 $984K 0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,588 shares; 2025Q1: 19,569 shares; 2025Q2: 14,448 shares; 2025Q3: 15,465 shares; 2025Q4: 13,742 shares; 2026Q1: 18,745 shares 18,745 $983K 0.01% +5,003 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,875 shares 15,875 $982K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 8,076 shares; 2025Q1: 6,873 shares; 2025Q2: 8,131 shares; 2025Q3: 5,495 shares; 2025Q4: 5,415 shares; 2026Q1: 10,255 shares 10,255 $979K 0.01% +4,840 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 8,316 shares; 2025Q3: 11,617 shares; 2025Q4: 10,198 shares; 2026Q1: 9,691 shares 9,691 $972K 0.01% -507 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,109 shares 5,109 $970K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 6,153 shares; 2025Q1: 10,069 shares; 2025Q2: 12,681 shares; 2025Q3: 24,212 shares; 2025Q4: 10,157 shares; 2026Q1: 14,261 shares 14,261 $969K 0.01% +4,104 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,313 shares; 2025Q2: 8,260 shares; 2025Q3: 32,310 shares; 2025Q4: 21,403 shares; 2026Q1: 30,131 shares 30,131 $959K 0.01% +8,728 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,360 shares; 2025Q1: 10,693 shares; 2025Q2: 12,096 shares; 2025Q3: 11,816 shares; 2025Q4: 11,957 shares; 2026Q1: 12,144 shares 12,144 $953K 0.01% +187 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 8,783 shares; 2025Q1: 10,285 shares; 2025Q2: 10,354 shares; 2025Q3: 3,405 shares; 2025Q4: not reported; 2026Q1: 10,358 shares 10,358 $951K 0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,047 shares; 2025Q2: 7,103 shares; 2025Q3: 6,984 shares; 2025Q4: 6,981 shares; 2026Q1: 6,791 shares 6,791 $945K 0.01% -190 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,077 shares; 2025Q3: 4,933 shares; 2025Q4: 4,971 shares; 2026Q1: 15,889 shares 15,889 $939K 0.01% +10,918 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,276 shares; 2024Q4: 10,830 shares; 2025Q1: 28,741 shares; 2025Q2: 27,737 shares; 2025Q3: 48,108 shares; 2025Q4: 24,226 shares; 2026Q1: 22,960 shares 22,960 $937K 0.01% -1,266 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,594 shares 18,594 $936K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares 2,144 $935K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 8,706 shares; 2025Q3: 7,935 shares; 2025Q4: 8,272 shares; 2026Q1: 7,886 shares 7,886 $931K 0.01% -386 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,372 shares; 2025Q4: 14,126 shares; 2026Q1: 12,824 shares 12,824 $930K 0.01% -1,302 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 7,167 shares; 2025Q1: 9,627 shares; 2025Q2: 10,151 shares; 2025Q3: 8,041 shares; 2025Q4: 22,233 shares; 2026Q1: 15,162 shares 15,162 $929K 0.01% -7,071 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 4,875 shares; 2025Q3: 6,783 shares; 2025Q4: 5,035 shares; 2026Q1: 4,755 shares 4,755 $928K 0.01% -280 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 7,353 shares; 2025Q3: 9,919 shares; 2025Q4: 8,712 shares; 2026Q1: 6,874 shares 6,874 $915K 0.01% -1,838 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,348 shares; 2024Q4: 8,782 shares; 2025Q1: 21,365 shares; 2025Q2: 22,973 shares; 2025Q3: 19,619 shares; 2025Q4: 35,379 shares; 2026Q1: 48,977 shares 48,977 $914K 0.01% +13,598 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,917 shares; 2025Q1: 6,139 shares; 2025Q2: 4,634 shares; 2025Q3: 10,589 shares; 2025Q4: 5,389 shares; 2026Q1: 6,897 shares 6,897 $911K 0.01% +1,508 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,298 shares; 2025Q1: 36,156 shares; 2025Q2: 35,613 shares; 2025Q3: 34,834 shares; 2025Q4: not reported; 2026Q1: 29,151 shares 29,151 $897K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,730 shares; 2024Q4: 63,415 shares; 2025Q1: 67,678 shares; 2025Q2: 71,594 shares; 2025Q3: 92,158 shares; 2025Q4: 72,117 shares; 2026Q1: 19,062 shares 19,062 $894K 0.01% -53,055 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 6,864 shares; 2025Q4: 6,713 shares; 2026Q1: 5,217 shares 5,217 $894K 0.01% -1,496 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: 7,511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,879 shares 8,879 $893K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 19,725 shares; 2025Q1: 19,770 shares; 2025Q2: 19,602 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,366 shares 20,366 $889K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: 6,460 shares; 2025Q3: 9,017 shares; 2025Q4: 30,041 shares; 2026Q1: 12,973 shares 12,973 $885K 0.01% -17,068 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,070 shares; 2025Q1: 2,079 shares; 2025Q2: 2,620 shares; 2025Q3: not reported; 2025Q4: 5,130 shares; 2026Q1: 6,518 shares 6,518 $885K 0.01% +1,388 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,553 shares; 2025Q3: 1,051 shares; 2025Q4: 3,284 shares; 2026Q1: 2,258 shares 2,258 $885K 0.01% -1,026 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,309 shares; 2025Q2: 35,356 shares; 2025Q3: 97,989 shares; 2025Q4: 54,553 shares; 2026Q1: 69,816 shares 69,816 $884K 0.01% +15,263 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: not reported; 2025Q1: 9,011 shares; 2025Q2: 9,517 shares; 2025Q3: 15,789 shares; 2025Q4: 13,360 shares; 2026Q1: 12,484 shares 12,484 $883K 0.01% -876 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,169 shares; 2025Q1: 9,529 shares; 2025Q2: 9,645 shares; 2025Q3: 10,194 shares; 2025Q4: 8,211 shares; 2026Q1: 7,643 shares 7,643 $883K 0.01% -568 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,679 shares; 2025Q1: 1,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 984 shares 984 $882K 0.01% +302 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 4,461 shares; 2025Q3: 7,323 shares; 2025Q4: 1,875 shares; 2026Q1: 2,799 shares 2,799 $880K 0.01% +924 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: not reported; 2025Q1: 3,447 shares; 2025Q2: 6,939 shares; 2025Q3: 4,268 shares; 2025Q4: 3,172 shares; 2026Q1: 18,752 shares 18,752 $880K 0.01% +15,580 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 5,654 shares; 2025Q3: 6,184 shares; 2025Q4: 9,336 shares; 2026Q1: 5,153 shares 5,153 $878K 0.01% -4,183 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,218 shares; 2025Q1: 5,145 shares; 2025Q2: 3,858 shares; 2025Q3: 5,831 shares; 2025Q4: 2,690 shares; 2026Q1: 3,784 shares 3,784 $877K 0.01% +1,094 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,990 shares; 2025Q4: 18,537 shares; 2026Q1: 68,009 shares 68,009 $876K 0.01% +49,472 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,235 shares; 2025Q3: 7,065 shares; 2025Q4: 5,679 shares; 2026Q1: 8,301 shares 8,301 $872K 0.01% +2,622 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,434 shares; 2026Q1: 31,343 shares 31,343 $868K 0.01% +14,909 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 8,354 shares; 2025Q1: 10,315 shares; 2025Q2: 11,287 shares; 2025Q3: 19,348 shares; 2025Q4: 16,157 shares; 2026Q1: 21,440 shares 21,440 $868K 0.01% +5,283 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,925 shares; 2024Q4: 23,352 shares; 2025Q1: 23,901 shares; 2025Q2: 21,939 shares; 2025Q3: 18,182 shares; 2025Q4: 20,443 shares; 2026Q1: 15,841 shares 15,841 $858K 0.01% -4,602 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,809 shares; 2025Q1: 2,071 shares; 2025Q2: 2,066 shares; 2025Q3: 698 shares; 2025Q4: 2,037 shares; 2026Q1: 2,084 shares 2,084 $850K 0.01% +47 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,125 shares; 2025Q1: 12,929 shares; 2025Q2: 15,123 shares; 2025Q3: 16,137 shares; 2025Q4: not reported; 2026Q1: 18,734 shares 18,734 $849K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,476 shares; 2025Q1: 3,163 shares; 2025Q2: 4,500 shares; 2025Q3: 5,798 shares; 2025Q4: 7,797 shares; 2026Q1: 5,393 shares 5,393 $848K 0.01% -2,404 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,461 shares 8,461 $846K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: not reported; 2025Q1: 14,434 shares; 2025Q2: 8,090 shares; 2025Q3: 5,391 shares; 2025Q4: 6,831 shares; 2026Q1: 9,052 shares 9,052 $842K 0.01% +2,221 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 9,196 shares; 2025Q1: 8,903 shares; 2025Q2: 5,711 shares; 2025Q3: 9,820 shares; 2025Q4: 5,867 shares; 2026Q1: 5,743 shares 5,743 $838K 0.01% -124 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,529 shares; 2025Q3: 1,344 shares; 2025Q4: 1,085 shares; 2026Q1: 4,234 shares 4,234 $836K 0.01% +3,149 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 7,764 shares; 2025Q1: 7,468 shares; 2025Q2: 6,982 shares; 2025Q3: 12,307 shares; 2025Q4: 13,040 shares; 2026Q1: 11,718 shares 11,718 $834K 0.01% -1,322 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 38,148 shares; 2025Q3: 102,307 shares; 2025Q4: 59,072 shares; 2026Q1: 75,273 shares 75,273 $832K 0.01% +16,201 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 13,266 shares; 2025Q3: 25,494 shares; 2025Q4: 12,586 shares; 2026Q1: 16,648 shares 16,648 $831K 0.01% +4,062 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 812 shares; 2026Q1: 2,730 shares 2,730 $831K 0.01% +1,918 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,017 shares 3,017 $830K 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,871 shares 4,871 $822K 0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,786 shares; 2026Q1: 37,980 shares 37,980 $822K 0.01% +17,194 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,270 shares 14,270 $813K 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,349 shares; 2025Q2: 16,144 shares; 2025Q3: 41,249 shares; 2025Q4: 25,489 shares; 2026Q1: 23,603 shares 23,603 $812K 0.01% -1,886 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,824 shares; 2025Q2: 3,433 shares; 2025Q3: 2,723 shares; 2025Q4: 6,413 shares; 2026Q1: 9,879 shares 9,879 $811K 0.01% +3,466 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 9,245 shares; 2025Q1: 9,721 shares; 2025Q2: 10,566 shares; 2025Q3: 2,791 shares; 2025Q4: 10,486 shares; 2026Q1: 8,277 shares 8,277 $810K 0.01% -2,209 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 5,983 shares; 2025Q1: 5,973 shares; 2025Q2: 5,895 shares; 2025Q3: 5,431 shares; 2025Q4: 5,322 shares; 2026Q1: 6,105 shares 6,105 $809K 0.01% +783 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,425 shares; 2025Q2: 7,920 shares; 2025Q3: 22,251 shares; 2025Q4: 29,914 shares; 2026Q1: 16,166 shares 16,166 $808K 0.01% -13,748 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 3,087 shares; 2025Q3: 2,383 shares; 2025Q4: 4,274 shares; 2026Q1: 7,463 shares 7,463 $808K 0.01% +3,189 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,142 shares; 2025Q4: 10,974 shares; 2026Q1: 10,920 shares 10,920 $807K 0.01% -54 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: not reported; 2026Q1: 6,795 shares 6,795 $803K 0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,331 shares; 2025Q3: 9,022 shares; 2025Q4: 7,102 shares; 2026Q1: 5,982 shares 5,982 $803K 0.01% -1,120 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,643 shares; 2024Q4: 16,021 shares; 2025Q1: 19,032 shares; 2025Q2: 17,432 shares; 2025Q3: 6,780 shares; 2025Q4: not reported; 2026Q1: 15,203 shares 15,203 $800K 0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,311 shares; 2026Q1: 11,289 shares 11,289 $798K 0.01% +6,978 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,900 shares; 2025Q1: 5,434 shares; 2025Q2: 4,319 shares; 2025Q3: 5,763 shares; 2025Q4: 9,227 shares; 2026Q1: 8,801 shares 8,801 $793K 0.01% -426 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 3,528 shares; 2025Q1: 2,944 shares; 2025Q2: 2,485 shares; 2025Q3: 4,641 shares; 2025Q4: 3,351 shares; 2026Q1: 2,286 shares 2,286 $789K 0.01% -1,065 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,410 shares; 2025Q4: 6,011 shares; 2026Q1: 16,604 shares 16,604 $787K 0.01% +10,593 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,995 shares 10,995 $786K 0.01% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,476 shares; 2025Q4: 15,425 shares; 2026Q1: 15,432 shares 15,432 $780K 0.01% +7 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 3,164 shares; 2025Q1: 2,731 shares; 2025Q2: 2,203 shares; 2025Q3: 3,571 shares; 2025Q4: 3,177 shares; 2026Q1: 4,816 shares 4,816 $779K 0.01% +1,639 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,017 shares; 2025Q2: 7,072 shares; 2025Q3: 4,570 shares; 2025Q4: 8,093 shares; 2026Q1: 11,436 shares 11,436 $777K 0.01% +3,343 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 7,332 shares; 2025Q3: 9,678 shares; 2025Q4: 5,956 shares; 2026Q1: 5,409 shares 5,409 $776K 0.01% -547 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,582 shares; 2024Q4: 5,798 shares; 2025Q1: 11,142 shares; 2025Q2: 12,276 shares; 2025Q3: 8,765 shares; 2025Q4: 11,176 shares; 2026Q1: 11,328 shares 11,328 $774K 0.01% +152 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,282 shares; 2025Q1: 4,948 shares; 2025Q2: 2,046 shares; 2025Q3: 3,427 shares; 2025Q4: 6,115 shares; 2026Q1: 7,882 shares 7,882 $770K 0.01% +1,767 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,381 shares; 2025Q4: not reported; 2026Q1: 40,148 shares 40,148 $769K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: not reported; 2025Q3: 20,941 shares; 2025Q4: 26,698 shares; 2026Q1: 35,405 shares 35,405 $767K 0.01% +8,707 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,333 shares; 2024Q4: 49,566 shares; 2025Q1: 43,579 shares; 2025Q2: 28,815 shares; 2025Q3: 34,790 shares; 2025Q4: 39,944 shares; 2026Q1: 38,143 shares 38,143 $765K 0.01% -1,801 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 3,500 shares; 2025Q3: 6,005 shares; 2025Q4: 5,891 shares; 2026Q1: 4,635 shares 4,635 $764K 0.01% -1,256 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 709 shares; 2025Q3: 2,158 shares; 2025Q4: 4,055 shares; 2026Q1: 3,125 shares 3,125 $763K 0.01% -930 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 1,118 shares; 2025Q4: 981 shares; 2026Q1: 1,399 shares 1,399 $761K 0.01% +418 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,588 shares; 2026Q1: 3,706 shares 3,706 $760K 0.01% +1,118 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 3,058 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares; 2025Q3: 10,521 shares; 2025Q4: 3,761 shares; 2026Q1: 3,296 shares 3,296 $759K 0.01% -465 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 11,222 shares; 2025Q1: 14,130 shares; 2025Q2: 19,218 shares; 2025Q3: 42,091 shares; 2025Q4: 68,682 shares; 2026Q1: 28,753 shares 28,753 $757K 0.01% -39,929 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,466 shares; 2024Q4: 15,344 shares; 2025Q1: 16,222 shares; 2025Q2: 16,711 shares; 2025Q3: 31,756 shares; 2025Q4: 47,172 shares; 2026Q1: 39,381 shares 39,381 $756K 0.01% -7,791 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 9,337 shares; 2025Q1: 16,283 shares; 2025Q2: 18,826 shares; 2025Q3: 16,733 shares; 2025Q4: 18,330 shares; 2026Q1: 11,873 shares 11,873 $756K 0.01% -6,457 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 1,695 shares; 2025Q1: 2,308 shares; 2025Q2: 2,960 shares; 2025Q3: 3,321 shares; 2025Q4: 3,813 shares; 2026Q1: 1,935 shares 1,935 $756K 0.01% -1,878 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 14,548 shares; 2025Q1: 18,789 shares; 2025Q2: 15,457 shares; 2025Q3: 11,681 shares; 2025Q4: 11,451 shares; 2026Q1: 14,967 shares 14,967 $755K 0.01% +3,516 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,165 shares; 2025Q3: 33,132 shares; 2025Q4: 39,799 shares; 2026Q1: 28,745 shares 28,745 $755K 0.01% -11,054 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,195 shares; 2026Q1: 10,950 shares 10,950 $750K 0.01% +7,755 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,224 shares; 2025Q1: 15,854 shares; 2025Q2: 10,783 shares; 2025Q3: 10,561 shares; 2025Q4: 9,156 shares; 2026Q1: 7,794 shares 7,794 $748K 0.01% -1,362 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,741 shares; 2025Q3: 9,384 shares; 2025Q4: 15,733 shares; 2026Q1: 18,333 shares 18,333 $748K 0.01% +2,600 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,557 shares 3,557 $746K 0.01% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,477 shares; 2025Q3: 12,556 shares; 2025Q4: not reported; 2026Q1: 14,044 shares 14,044 $746K 0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,625 shares; 2025Q3: 24,561 shares; 2025Q4: not reported; 2026Q1: 29,179 shares 29,179 $744K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 11,133 shares; 2025Q1: 17,342 shares; 2025Q2: 14,243 shares; 2025Q3: 9,855 shares; 2025Q4: not reported; 2026Q1: 15,158 shares 15,158 $743K 0.01% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,162 shares; 2025Q1: not reported; 2025Q2: 6,426 shares; 2025Q3: 8,867 shares; 2025Q4: 6,753 shares; 2026Q1: 6,280 shares 6,280 $741K 0.01% -473 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,692 shares; 2025Q1: 41,551 shares; 2025Q2: 85,742 shares; 2025Q3: 258,551 shares; 2025Q4: 221,603 shares; 2026Q1: 112,000 shares 112,000 $736K 0.01% -109,603 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,965 shares; 2025Q3: 5,209 shares; 2025Q4: 3,746 shares; 2026Q1: 3,140 shares 3,140 $732K 0.01% -606 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 909 shares; 2025Q3: 981 shares; 2025Q4: 897 shares; 2026Q1: 1,505 shares 1,505 $730K 0.01% +608 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,630 shares; 2025Q3: not reported; 2025Q4: 13,078 shares; 2026Q1: 11,606 shares 11,606 $729K 0.01% -1,472 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,732 shares; 2025Q3: 1,788 shares; 2025Q4: 3,329 shares; 2026Q1: 3,568 shares 3,568 $727K 0.01% +239 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,960 shares; 2025Q1: 33,973 shares; 2025Q2: 34,942 shares; 2025Q3: 33,537 shares; 2025Q4: 32,181 shares; 2026Q1: 33,474 shares 33,474 $725K 0.01% +1,293 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,555 shares; 2025Q3: 5,167 shares; 2025Q4: 5,385 shares; 2026Q1: 9,781 shares 9,781 $722K 0.01% +4,396 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,136 shares; 2025Q1: 15,974 shares; 2025Q2: 18,932 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,691 shares 52,691 $720K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 25,822 shares; 2025Q1: not reported; 2025Q2: 26,322 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,422 shares 29,422 $718K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 13,099 shares; 2025Q1: 22,209 shares; 2025Q2: 21,859 shares; 2025Q3: 34,168 shares; 2025Q4: 18,466 shares; 2026Q1: 19,788 shares 19,788 $711K 0.01% +1,322 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 2,609 shares; 2025Q3: 3,547 shares; 2025Q4: 2,848 shares; 2026Q1: 2,580 shares 2,580 $706K 0.01% -268 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,108 shares; 2025Q1: 4,974 shares; 2025Q2: 5,101 shares; 2025Q3: not reported; 2025Q4: 5,145 shares; 2026Q1: 5,574 shares 5,574 $704K 0.01% +429 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,014 shares; 2025Q1: 1,409 shares; 2025Q2: 1,525 shares; 2025Q3: 2,035 shares; 2025Q4: 1,128 shares; 2026Q1: 1,486 shares 1,486 $703K 0.01% +358 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 10,884 shares; 2025Q2: 15,205 shares; 2025Q3: 11,631 shares; 2025Q4: 9,516 shares; 2026Q1: 7,608 shares 7,608 $701K 0.01% -1,908 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,905 shares; 2025Q2: 21,476 shares; 2025Q3: 51,536 shares; 2025Q4: 30,470 shares; 2026Q1: 38,841 shares 38,841 $699K 0.01% +8,371 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,542 shares; 2025Q1: 5,926 shares; 2025Q2: 5,847 shares; 2025Q3: 11,548 shares; 2025Q4: 7,431 shares; 2026Q1: 7,197 shares 7,197 $696K 0.01% -234 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,716 shares 6,716 $686K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,492 shares; 2025Q1: 2,677 shares; 2025Q2: 3,429 shares; 2025Q3: 1,869 shares; 2025Q4: 3,154 shares; 2026Q1: 3,943 shares 3,943 $682K 0.01% +789 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,269 shares; 2025Q3: 9,538 shares; 2025Q4: 14,138 shares; 2026Q1: 14,511 shares 14,511 $677K 0.01% +373 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,258 shares; 2024Q4: 20,049 shares; 2025Q1: 30,290 shares; 2025Q2: 25,650 shares; 2025Q3: 17,599 shares; 2025Q4: 7,092 shares; 2026Q1: 22,291 shares 22,291 $676K 0.01% +15,199 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,471 shares; 2024Q4: 22,299 shares; 2025Q1: 20,873 shares; 2025Q2: not reported; 2025Q3: 43,279 shares; 2025Q4: 17,481 shares; 2026Q1: 24,579 shares 24,579 $674K 0.01% +7,098 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,624 shares; 2025Q1: 5,597 shares; 2025Q2: 7,734 shares; 2025Q3: 8,882 shares; 2025Q4: 9,459 shares; 2026Q1: 9,149 shares 9,149 $673K 0.01% -310 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,140 shares; 2025Q1: 1,461 shares; 2025Q2: 1,313 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,136 shares 4,136 $672K 0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 6,747 shares; 2025Q1: 10,044 shares; 2025Q2: 10,068 shares; 2025Q3: 15,002 shares; 2025Q4: 10,420 shares; 2026Q1: 10,396 shares 10,396 $672K 0.01% -24 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,015 shares; 2025Q1: 8,884 shares; 2025Q2: 5,113 shares; 2025Q3: 3,126 shares; 2025Q4: 4,199 shares; 2026Q1: 9,400 shares 9,400 $668K 0.01% +5,201 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,675 shares 7,675 $667K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,173 shares 31,173 $665K 0.01% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,113 shares; 2024Q4: 26,529 shares; 2025Q1: 27,039 shares; 2025Q2: 20,119 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,588 shares 19,588 $662K 0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,547 shares; 2024Q4: not reported; 2025Q1: 28,879 shares; 2025Q2: 27,529 shares; 2025Q3: 55,058 shares; 2025Q4: 23,189 shares; 2026Q1: 29,918 shares 29,918 $659K 0.01% +6,729 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 6,241 shares; 2025Q1: 5,981 shares; 2025Q2: 4,322 shares; 2025Q3: 5,932 shares; 2025Q4: 4,454 shares; 2026Q1: 5,884 shares 5,884 $652K 0.01% +1,430 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 968 shares; 2025Q4: 2,024 shares; 2026Q1: 2,542 shares 2,542 $646K 0.01% +518 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 10,041 shares; 2026Q1: 6,398 shares 6,398 $644K 0.01% -3,643 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 27,418 shares; 2025Q1: 37,620 shares; 2025Q2: 43,792 shares; 2025Q3: 44,481 shares; 2025Q4: 46,374 shares; 2026Q1: 57,055 shares 57,055 $643K 0.01% +10,681 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,699 shares; 2025Q1: 6,965 shares; 2025Q2: 7,683 shares; 2025Q3: 7,125 shares; 2025Q4: 4,506 shares; 2026Q1: 3,251 shares 3,251 $642K 0.01% -1,255 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares; 2025Q4: 3,381 shares; 2026Q1: 5,969 shares 5,969 $641K 0.01% +2,588 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,860 shares; 2025Q1: 2,667 shares; 2025Q2: 2,468 shares; 2025Q3: 1,823 shares; 2025Q4: 2,864 shares; 2026Q1: 3,109 shares 3,109 $640K 0.01% +245 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,426 shares; 2025Q3: 8,653 shares; 2025Q4: 6,195 shares; 2026Q1: 7,027 shares 7,027 $638K 0.01% +832 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 13,405 shares; 2025Q4: 9,656 shares; 2026Q1: 10,794 shares 10,794 $637K 0.01% +1,138 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,498 shares; 2024Q4: 6,922 shares; 2025Q1: 5,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,614 shares; 2026Q1: 17,099 shares 17,099 $636K 0.01% -11,515 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 2,062 shares; 2025Q1: 2,187 shares; 2025Q2: 2,004 shares; 2025Q3: 3,373 shares; 2025Q4: 2,923 shares; 2026Q1: 1,605 shares 1,605 $635K 0.01% -1,318 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,631 shares 19,631 $631K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,321 shares; 2024Q4: 5,107 shares; 2025Q1: 15,408 shares; 2025Q2: 16,913 shares; 2025Q3: 26,190 shares; 2025Q4: 13,777 shares; 2026Q1: 12,370 shares 12,370 $630K 0.01% -1,407 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,572 shares; 2025Q1: 1,685 shares; 2025Q2: 1,491 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares 2,875 $630K 0.01% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 7,167 shares; 2025Q4: 7,079 shares; 2026Q1: 8,431 shares 8,431 $629K 0.01% +1,352 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,107 shares; 2026Q1: 10,866 shares 10,866 $629K 0.01% +1,759 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 4,921 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 8,816 shares; 2025Q4: 7,076 shares; 2026Q1: 7,030 shares 7,030 $628K 0.01% -46 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,686 shares 129,686 $626K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 31,960 shares; 2025Q1: 32,398 shares; 2025Q2: 31,489 shares; 2025Q3: 31,678 shares; 2025Q4: 33,102 shares; 2026Q1: 30,119 shares 30,119 $624K 0.01% -2,983 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,917 shares; 2025Q3: 12,441 shares; 2025Q4: 11,381 shares; 2026Q1: 6,536 shares 6,536 $618K 0.01% -4,845 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 12,437 shares; 2025Q2: 13,653 shares; 2025Q3: 15,452 shares; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $618K 0.01% new Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares; 2025Q4: 11,486 shares; 2026Q1: 13,881 shares 13,881 $618K 0.01% +2,395 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,058 shares 43,058 $618K 0.01% new Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,712 shares; 2025Q2: 33,310 shares; 2025Q3: not reported; 2025Q4: 36,224 shares; 2026Q1: 39,166 shares 39,166 $617K 0.01% +2,942 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,416 shares; 2024Q4: 58,293 shares; 2025Q1: not reported; 2025Q2: 48,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,985 shares 31,985 $617K 0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,318 shares 12,318 $616K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 2,084 shares; 2025Q3: 3,598 shares; 2025Q4: 4,643 shares; 2026Q1: 5,437 shares 5,437 $613K 0.01% +794 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,782 shares; 2024Q4: 59,043 shares; 2025Q1: 54,903 shares; 2025Q2: 31,406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,394 shares 25,394 $609K 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,057 shares; 2025Q1: 3,368 shares; 2025Q2: 3,996 shares; 2025Q3: 2,710 shares; 2025Q4: 4,533 shares; 2026Q1: 5,039 shares 5,039 $609K 0.01% +506 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,648 shares; 2024Q4: 11,644 shares; 2025Q1: 12,421 shares; 2025Q2: 12,730 shares; 2025Q3: not reported; 2025Q4: 13,259 shares; 2026Q1: 9,898 shares 9,898 $608K 0.01% -3,361 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 23,589 shares; 2025Q1: 21,624 shares; 2025Q2: 7,595 shares; 2025Q3: 11,868 shares; 2025Q4: 5,491 shares; 2026Q1: 5,494 shares 5,494 $606K 0.01% +3 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,260 shares; 2025Q2: 19,027 shares; 2025Q3: 33,248 shares; 2025Q4: 17,595 shares; 2026Q1: 19,225 shares 19,225 $606K 0.01% +1,630 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,200 shares 12,200 $604K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,828 shares; 2025Q1: 2,848 shares; 2025Q2: not reported; 2025Q3: 2,771 shares; 2025Q4: 3,043 shares; 2026Q1: 10,788 shares 10,788 $602K 0.01% +7,745 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 5,529 shares; 2025Q1: 2,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares; 2026Q1: 2,891 shares 2,891 $601K 0.01% -1,286 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: not reported; 2025Q1: 3,739 shares; 2025Q2: 3,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,412 shares 7,412 $597K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 2,615 shares; 2025Q3: 2,068 shares; 2025Q4: 2,702 shares; 2026Q1: 2,932 shares 2,932 $595K 0.01% +230 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,579 shares; 2025Q1: 3,278 shares; 2025Q2: 2,098 shares; 2025Q3: 4,325 shares; 2025Q4: 5,766 shares; 2026Q1: 5,754 shares 5,754 $595K 0.01% -12 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,414 shares; 2025Q1: 12,081 shares; 2025Q2: 11,944 shares; 2025Q3: 12,045 shares; 2025Q4: 11,883 shares; 2026Q1: 12,325 shares 12,325 $594K 0.01% +442 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares; 2026Q1: 8,335 shares 8,335 $590K 0.01% +3,089 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,946 shares 13,946 $589K 0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,296 shares 3,296 $586K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 2,414 shares; 2025Q4: 1,466 shares; 2026Q1: 2,823 shares 2,823 $582K 0.01% +1,357 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,786 shares; 2026Q1: 14,519 shares 14,519 $582K 0.01% -1,267 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,976 shares; 2025Q2: 16,296 shares; 2025Q3: 44,663 shares; 2025Q4: 24,867 shares; 2026Q1: 31,488 shares 31,488 $578K 0.01% +6,621 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 6,779 shares; 2025Q3: 2,680 shares; 2025Q4: not reported; 2026Q1: 6,141 shares 6,141 $577K 0.01% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,041 shares; 2025Q2: 22,315 shares; 2025Q3: 39,803 shares; 2025Q4: 24,781 shares; 2026Q1: 24,928 shares 24,928 $577K 0.01% +147 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,216 shares; 2025Q3: 18,986 shares; 2025Q4: 5,500 shares; 2026Q1: 13,535 shares 13,535 $569K 0.01% +8,035 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 15,025 shares; 2025Q1: 15,150 shares; 2025Q2: 14,738 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,690 shares 12,690 $569K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares 2,140 $568K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 6,408 shares; 2025Q3: 6,821 shares; 2025Q4: 6,232 shares; 2026Q1: 2,370 shares 2,370 $567K 0.01% -3,862 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,292 shares; 2025Q1: 23,050 shares; 2025Q2: 27,653 shares; 2025Q3: 30,327 shares; 2025Q4: 26,772 shares; 2026Q1: 21,898 shares 21,898 $567K 0.01% -4,874 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,836 shares; 2025Q3: 4,573 shares; 2025Q4: 5,819 shares; 2026Q1: 2,552 shares 2,552 $564K 0.01% -3,267 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,313 shares; 2025Q2: 4,710 shares; 2025Q3: 4,224 shares; 2025Q4: 5,390 shares; 2026Q1: 4,398 shares 4,398 $557K 0.01% -992 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares 15,700 $556K 0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,960 shares; 2026Q1: 15,263 shares 15,263 $556K 0.01% +8,303 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,753 shares; 2025Q4: 15,116 shares; 2026Q1: 11,828 shares 11,828 $554K 0.01% -3,288 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,383 shares; 2024Q4: 9,952 shares; 2025Q1: 20,323 shares; 2025Q2: 18,519 shares; 2025Q3: 31,159 shares; 2025Q4: 11,538 shares; 2026Q1: 10,853 shares 10,853 $554K 0.01% -685 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 12,493 shares; 2025Q1: not reported; 2025Q2: 10,701 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,555 shares 11,555 $551K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,418 shares; 2025Q2: 34,443 shares; 2025Q3: 32,516 shares; 2025Q4: 14,589 shares; 2026Q1: 22,075 shares 22,075 $550K 0.01% +7,486 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 1,369 shares; 2025Q4: 1,513 shares; 2026Q1: 1,374 shares 1,374 $549K 0.01% -139 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,290 shares; 2025Q1: 1,738 shares; 2025Q2: 1,750 shares; 2025Q3: 1,460 shares; 2025Q4: 2,952 shares; 2026Q1: 2,770 shares 2,770 $549K 0.01% -182 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,144 shares 22,144 $549K 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,400 shares; 2026Q1: 11,200 shares 11,200 $546K 0.01% -1,200 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 20,798 shares; 2025Q4: 10,399 shares; 2026Q1: 11,508 shares 11,508 $545K 0.01% +1,109 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,503 shares; 2026Q1: 9,501 shares 9,501 $541K 0.01% -1,002 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: not reported; 2025Q1: 15,594 shares; 2025Q2: 16,774 shares; 2025Q3: 24,442 shares; 2025Q4: 14,889 shares; 2026Q1: 11,515 shares 11,515 $540K 0.01% -3,374 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 25,229 shares; 2025Q1: 47,878 shares; 2025Q2: 86,730 shares; 2025Q3: 261,539 shares; 2025Q4: 155,322 shares; 2026Q1: 205,853 shares 205,853 $536K 0.01% +50,531 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,928 shares; 2025Q1: 5,957 shares; 2025Q2: not reported; 2025Q3: 4,609 shares; 2025Q4: not reported; 2026Q1: 5,510 shares 5,510 $535K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,075 shares; 2025Q1: 11,086 shares; 2025Q2: 11,936 shares; 2025Q3: 13,467 shares; 2025Q4: 17,487 shares; 2026Q1: 15,369 shares 15,369 $529K 0.01% -2,118 Timeline HFEQ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,846 shares 24,846 $524K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 2,724 shares; 2025Q2: 810 shares; 2025Q3: 5,127 shares; 2025Q4: 4,095 shares; 2026Q1: 1,582 shares 1,582 $523K 0.01% -2,513 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,897 shares 7,897 $522K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 4,161 shares; 2025Q1: 4,365 shares; 2025Q2: 3,099 shares; 2025Q3: 5,457 shares; 2025Q4: 5,852 shares; 2026Q1: 7,754 shares 7,754 $522K 0.01% +1,902 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 4,708 shares; 2025Q1: 4,701 shares; 2025Q2: 5,564 shares; 2025Q3: 5,618 shares; 2025Q4: 6,724 shares; 2026Q1: 7,255 shares 7,255 $520K 0.01% +531 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,093 shares; 2025Q1: 12,339 shares; 2025Q2: 24,409 shares; 2025Q3: 19,060 shares; 2025Q4: 22,788 shares; 2026Q1: 20,461 shares 20,461 $520K 0.01% -2,327 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,384 shares 3,384 $518K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 5,020 shares; 2025Q1: 6,840 shares; 2025Q2: 6,270 shares; 2025Q3: 6,867 shares; 2025Q4: 6,637 shares; 2026Q1: 6,307 shares 6,307 $517K 0.01% -330 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,253 shares 2,253 $517K 0.01% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 6,840 shares; 2026Q1: 9,547 shares 9,547 $515K 0.01% +2,707 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 4,925 shares; 2025Q1: 14,468 shares; 2025Q2: 14,532 shares; 2025Q3: 25,629 shares; 2025Q4: 12,059 shares; 2026Q1: 10,339 shares 10,339 $513K 0.01% -1,720 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,832 shares; 2025Q2: 4,758 shares; 2025Q3: 11,908 shares; 2025Q4: 4,821 shares; 2026Q1: 9,766 shares 9,766 $512K 0.01% +4,945 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,993 shares; 2025Q4: 3,273 shares; 2026Q1: 4,738 shares 4,738 $512K 0.01% +1,465 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,344 shares; 2025Q4: not reported; 2026Q1: 11,344 shares 11,344 $511K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,517 shares; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 3,293 shares 3,293 $511K 0.01% +1,777 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,021 shares; 2025Q4: 9,606 shares; 2026Q1: 16,775 shares 16,775 $511K 0.01% +7,169 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,927 shares; 2025Q4: 10,329 shares; 2026Q1: 11,471 shares 11,471 $509K 0.01% +1,142 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,008 shares; 2025Q2: 6,758 shares; 2025Q3: 8,089 shares; 2025Q4: not reported; 2026Q1: 7,316 shares 7,316 $508K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,116 shares; 2025Q4: 8,241 shares; 2026Q1: 9,476 shares 9,476 $507K 0.01% +1,235 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 2,326 shares; 2025Q3: 3,369 shares; 2025Q4: 2,300 shares; 2026Q1: 2,246 shares 2,246 $504K 0.01% -54 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,423 shares; 2025Q1: 1,636 shares; 2025Q2: 1,613 shares; 2025Q3: 1,597 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $504K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 8,038 shares; 2025Q4: 7,607 shares; 2026Q1: 2,927 shares 2,927 $504K 0.01% -4,680 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 2,928 shares; 2025Q4: 3,046 shares; 2026Q1: 2,897 shares 2,897 $502K 0.01% -149 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,355 shares 7,355 $501K 0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,908 shares; 2026Q1: 6,884 shares 6,884 $501K 0.01% +1,976 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 7,224 shares; 2025Q1: 3,639 shares; 2025Q2: 13,795 shares; 2025Q3: 6,735 shares; 2025Q4: 8,265 shares; 2026Q1: 6,888 shares 6,888 $499K 0.01% -1,377 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,830 shares; 2025Q1: 9,969 shares; 2025Q2: 7,507 shares; 2025Q3: 10,511 shares; 2025Q4: 9,594 shares; 2026Q1: 2,114 shares 2,114 $499K 0.01% -7,480 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares 3,109 $498K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,597 shares; 2026Q1: 4,319 shares 4,319 $498K 0.01% -5,278 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,927 shares; 2025Q2: 12,037 shares; 2025Q3: 12,278 shares; 2025Q4: 10,348 shares; 2026Q1: 8,883 shares 8,883 $494K <0.01% -1,465 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,014 shares 33,014 $494K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,138 shares; 2025Q1: 6,562 shares; 2025Q2: 6,265 shares; 2025Q3: 11,699 shares; 2025Q4: 8,377 shares; 2026Q1: 4,154 shares 4,154 $493K <0.01% -4,223 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,173 shares; 2025Q4: 28,471 shares; 2026Q1: 22,590 shares 22,590 $492K <0.01% -5,881 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 31,521 shares; 2025Q1: not reported; 2025Q2: 31,769 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,694 shares 28,694 $491K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,464 shares; 2025Q1: 4,259 shares; 2025Q2: 5,573 shares; 2025Q3: 3,123 shares; 2025Q4: 3,259 shares; 2026Q1: 1,720 shares 1,720 $488K <0.01% -1,539 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,274 shares; 2025Q4: 2,769 shares; 2026Q1: 2,835 shares 2,835 $485K <0.01% +66 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,272 shares; 2025Q1: 1,276 shares; 2025Q2: 1,280 shares; 2025Q3: 1,283 shares; 2025Q4: 1,417 shares; 2026Q1: 1,640 shares 1,640 $484K <0.01% +223 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares 3,627 $483K <0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,370 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 2,058 shares; 2025Q4: 1,414 shares; 2026Q1: 1,345 shares 1,345 $483K <0.01% -69 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,815 shares; 2025Q2: 6,441 shares; 2025Q3: 12,999 shares; 2025Q4: 15,471 shares; 2026Q1: 10,399 shares 10,399 $482K <0.01% -5,072 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 8,228 shares; 2025Q3: 8,575 shares; 2025Q4: 8,654 shares; 2026Q1: 9,798 shares 9,798 $482K <0.01% +1,144 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 3,977 shares; 2025Q1: 4,671 shares; 2025Q2: 3,897 shares; 2025Q3: 3,603 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares 3,015 $481K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,558 shares; 2025Q1: 1,699 shares; 2025Q2: 1,858 shares; 2025Q3: 2,016 shares; 2025Q4: not reported; 2026Q1: 2,565 shares 2,565 $479K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,998 shares; 2026Q1: 4,154 shares 4,154 $477K <0.01% -844 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 2,206 shares; 2025Q1: 3,486 shares; 2025Q2: 3,487 shares; 2025Q3: 6,470 shares; 2025Q4: 3,649 shares; 2026Q1: 3,540 shares 3,540 $475K <0.01% -109 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,948 shares 3,948 $474K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 2,591 shares; 2025Q1: 8,747 shares; 2025Q2: 8,583 shares; 2025Q3: 12,091 shares; 2025Q4: 5,317 shares; 2026Q1: 4,469 shares 4,469 $474K <0.01% -848 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,976 shares; 2025Q2: 24,814 shares; 2025Q3: 6,096 shares; 2025Q4: not reported; 2026Q1: 6,488 shares 6,488 $470K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 2,616 shares; 2025Q3: 3,725 shares; 2025Q4: 2,677 shares; 2026Q1: 3,464 shares 3,464 $469K <0.01% +787 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,845 shares; 2025Q1: 8,004 shares; 2025Q2: 7,167 shares; 2025Q3: 7,153 shares; 2025Q4: 5,880 shares; 2026Q1: 5,721 shares 5,721 $467K <0.01% -159 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,737 shares; 2025Q3: 40,194 shares; 2025Q4: 20,097 shares; 2026Q1: 18,888 shares 18,888 $467K <0.01% -1,209 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 14,470 shares; 2025Q1: 10,524 shares; 2025Q2: 21,502 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,611 shares 7,611 $466K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 9,664 shares; 2025Q3: 12,501 shares; 2025Q4: 9,253 shares; 2026Q1: 12,133 shares 12,133 $464K <0.01% +2,880 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,086 shares 10,086 $462K <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 4,820 shares; 2025Q1: 7,110 shares; 2025Q2: 5,682 shares; 2025Q3: 5,692 shares; 2025Q4: 3,829 shares; 2026Q1: 5,324 shares 5,324 $462K <0.01% +1,495 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 1,927 shares; 2025Q3: 2,077 shares; 2025Q4: not reported; 2026Q1: 2,107 shares 2,107 $461K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 646 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $461K <0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,833 shares; 2026Q1: 11,650 shares 11,650 $459K <0.01% +1,817 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $459K <0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,053 shares; 2025Q3: 9,595 shares; 2025Q4: 9,550 shares; 2026Q1: 6,610 shares 6,610 $459K <0.01% -2,940 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 6,984 shares; 2025Q1: 6,722 shares; 2025Q2: 6,589 shares; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 5,643 shares 5,643 $457K <0.01% +1,314 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 4,303 shares; 2025Q1: 2,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares 4,900 $452K <0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 24,799 shares; 2025Q1: 25,715 shares; 2025Q2: 22,305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,738 shares 17,738 $452K <0.01% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,361 shares; 2025Q4: 11,130 shares; 2026Q1: 9,401 shares 9,401 $451K <0.01% -1,729 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 36,195 shares; 2025Q3: 43,303 shares; 2025Q4: 12,170 shares; 2026Q1: 19,507 shares 19,507 $450K <0.01% +7,337 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,089 shares; 2025Q3: 6,615 shares; 2025Q4: not reported; 2026Q1: 7,734 shares 7,734 $447K <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; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: not reported; 2025Q1: 16,325 shares; 2025Q2: not reported; 2025Q3: 11,873 shares; 2025Q4: not reported; 2026Q1: 7,298 shares 7,298 $445K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,030 shares 12,030 $445K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 2,357 shares; 2025Q1: 1,908 shares; 2025Q2: 3,578 shares; 2025Q3: not reported; 2025Q4: 1,691 shares; 2026Q1: 4,210 shares 4,210 $445K <0.01% +2,519 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,037 shares; 2025Q3: 11,429 shares; 2025Q4: 12,808 shares; 2026Q1: 9,051 shares 9,051 $444K <0.01% -3,757 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 5,375 shares; 2025Q3: 4,083 shares; 2025Q4: 5,115 shares; 2026Q1: 3,487 shares 3,487 $444K <0.01% -1,628 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,157 shares; 2025Q1: 7,815 shares; 2025Q2: 7,671 shares; 2025Q3: 7,928 shares; 2025Q4: 7,162 shares; 2026Q1: 6,553 shares 6,553 $443K <0.01% -609 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,570 shares; 2025Q1: 18,843 shares; 2025Q2: 21,567 shares; 2025Q3: 28,425 shares; 2025Q4: 22,653 shares; 2026Q1: 21,391 shares 21,391 $443K <0.01% -1,262 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,482 shares; 2026Q1: 4,419 shares 4,419 $442K <0.01% -1,063 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,575 shares; 2025Q1: 15,947 shares; 2025Q2: not reported; 2025Q3: 21,069 shares; 2025Q4: 13,753 shares; 2026Q1: 7,438 shares 7,438 $442K <0.01% -6,315 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,248 shares; 2026Q1: 5,785 shares 5,785 $441K <0.01% +537 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,542 shares; 2024Q4: 10,680 shares; 2025Q1: 12,208 shares; 2025Q2: 7,626 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,158 shares 5,158 $440K <0.01% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,440 shares; 2025Q3: 5,870 shares; 2025Q4: 9,372 shares; 2026Q1: 6,353 shares 6,353 $440K <0.01% -3,019 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 1,781 shares; 2025Q1: 1,440 shares; 2025Q2: 1,128 shares; 2025Q3: 1,589 shares; 2025Q4: 1,150 shares; 2026Q1: 1,337 shares 1,337 $439K <0.01% +187 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 2,541 shares; 2026Q1: 2,273 shares 2,273 $436K <0.01% -268 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,366 shares; 2025Q2: 6,569 shares; 2025Q3: 4,670 shares; 2025Q4: 7,542 shares; 2026Q1: 7,846 shares 7,846 $436K <0.01% +304 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,599 shares; 2025Q1: 29,179 shares; 2025Q2: 12,661 shares; 2025Q3: 20,371 shares; 2025Q4: 12,795 shares; 2026Q1: 7,098 shares 7,098 $435K <0.01% -5,697 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,726 shares 7,726 $435K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,565 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,584 shares 8,584 $434K <0.01% new Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,855 shares; 2026Q1: 14,070 shares 14,070 $434K <0.01% +3,215 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 3,319 shares; 2025Q4: 2,469 shares; 2026Q1: 3,218 shares 3,218 $429K <0.01% +749 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; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 19,157 shares; 2025Q1: 36,973 shares; 2025Q2: 24,685 shares; 2025Q3: 33,844 shares; 2025Q4: 45,925 shares; 2026Q1: 47,796 shares 47,796 $428K <0.01% +1,871 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 8,273 shares; 2025Q3: 6,762 shares; 2025Q4: 6,974 shares; 2026Q1: 3,911 shares 3,911 $428K <0.01% -3,063 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 14,739 shares; 2025Q1: 16,361 shares; 2025Q2: 19,081 shares; 2025Q3: 27,373 shares; 2025Q4: 16,330 shares; 2026Q1: 16,909 shares 16,909 $424K <0.01% +579 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 4,022 shares; 2025Q3: 4,862 shares; 2025Q4: 4,583 shares; 2026Q1: 5,130 shares 5,130 $423K <0.01% +547 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares; 2026Q1: 2,226 shares 2,226 $421K <0.01% +705 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,259 shares 2,259 $417K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares; 2026Q1: 14,829 shares 14,829 $416K <0.01% -42 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 15,587 shares; 2025Q3: 17,433 shares; 2025Q4: 14,173 shares; 2026Q1: 9,770 shares 9,770 $416K <0.01% -4,403 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares; 2026Q1: 2,901 shares 2,901 $414K <0.01% +856 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,593 shares; 2026Q1: 3,601 shares 3,601 $414K <0.01% +8 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 3,873 shares 3,873 $413K <0.01% +1,412 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,065 shares; 2025Q3: 6,434 shares; 2025Q4: 6,288 shares; 2026Q1: 7,461 shares 7,461 $412K <0.01% +1,173 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,889 shares; 2025Q3: 3,848 shares; 2025Q4: 5,661 shares; 2026Q1: 5,923 shares 5,923 $410K <0.01% +262 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 5,836 shares; 2025Q4: 3,623 shares; 2026Q1: 1,252 shares 1,252 $409K <0.01% -2,371 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,643 shares; 2025Q2: 10,643 shares; 2025Q3: 7,368 shares; 2025Q4: 11,312 shares; 2026Q1: 8,053 shares 8,053 $409K <0.01% -3,259 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,254 shares; 2024Q4: 21,634 shares; 2025Q1: 28,090 shares; 2025Q2: 30,144 shares; 2025Q3: 46,845 shares; 2025Q4: 32,563 shares; 2026Q1: 12,378 shares 12,378 $408K <0.01% -20,185 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: 3,225 shares; 2025Q3: 5,843 shares; 2025Q4: 3,244 shares; 2026Q1: 3,175 shares 3,175 $406K <0.01% -69 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,298 shares; 2026Q1: 2,326 shares 2,326 $404K <0.01% +28 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,368 shares; 2025Q4: 5,318 shares; 2026Q1: 4,355 shares 4,355 $404K <0.01% -963 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,323 shares 10,323 $402K <0.01% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,892 shares; 2025Q4: 8,789 shares; 2026Q1: 6,182 shares 6,182 $401K <0.01% -2,607 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,103 shares; 2025Q3: 21,979 shares; 2025Q4: 19,882 shares; 2026Q1: 18,918 shares 18,918 $401K <0.01% -964 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,621 shares; 2025Q2: 25,073 shares; 2025Q3: 32,932 shares; 2025Q4: 19,593 shares; 2026Q1: 32,660 shares 32,660 $401K <0.01% +13,067 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares 897 $401K <0.01% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares 5,552 $400K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 2,208 shares; 2025Q2: 3,110 shares; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 2,024 shares 2,024 $397K <0.01% +406 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,398 shares; 2025Q1: 8,984 shares; 2025Q2: 4,141 shares; 2025Q3: 2,851 shares; 2025Q4: not reported; 2026Q1: 3,796 shares 3,796 $393K <0.01% new Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,833 shares; 2025Q4: 5,147 shares; 2026Q1: 5,883 shares 5,883 $392K <0.01% +736 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,510 shares 10,510 $391K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,403 shares; 2025Q2: 9,283 shares; 2025Q3: 16,588 shares; 2025Q4: 27,037 shares; 2026Q1: 29,697 shares 29,697 $389K <0.01% +2,660 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 1,988 shares; 2025Q3: 2,371 shares; 2025Q4: 2,392 shares; 2026Q1: 2,174 shares 2,174 $389K <0.01% -218 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,081 shares; 2025Q3: 3,408 shares; 2025Q4: 3,424 shares; 2026Q1: 4,172 shares 4,172 $389K <0.01% +748 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: not reported; 2025Q3: 3,244 shares; 2025Q4: 4,332 shares; 2026Q1: 4,099 shares 4,099 $389K <0.01% -233 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $389K <0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,014 shares 12,014 $387K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,201 shares; 2025Q4: 8,601 shares; 2026Q1: 8,605 shares 8,605 $387K <0.01% +4 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 3,170 shares 3,170 $384K <0.01% +1,098 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 13,783 shares; 2025Q1: 14,144 shares; 2025Q2: 14,145 shares; 2025Q3: not reported; 2025Q4: 15,801 shares; 2026Q1: 20,259 shares 20,259 $383K <0.01% +4,458 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,394 shares; 2025Q3: 9,595 shares; 2025Q4: not reported; 2026Q1: 8,280 shares 8,280 $382K <0.01% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,416 shares; 2025Q3: 3,995 shares; 2025Q4: 4,587 shares; 2026Q1: 4,331 shares 4,331 $382K <0.01% -256 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,812 shares; 2026Q1: 7,205 shares 7,205 $381K <0.01% -3,607 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,448 shares; 2026Q1: 10,147 shares 10,147 $381K <0.01% +3,699 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 4,189 shares; 2025Q1: 4,896 shares; 2025Q2: 4,926 shares; 2025Q3: 6,001 shares; 2025Q4: 5,320 shares; 2026Q1: 4,975 shares 4,975 $378K <0.01% -345 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,116 shares; 2025Q2: 17,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,915 shares 21,915 $377K <0.01% new Timeline LFEQ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,508 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares; 2026Q1: 7,246 shares 7,246 $374K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,882 shares; 2025Q1: 5,104 shares; 2025Q2: 5,218 shares; 2025Q3: 5,255 shares; 2025Q4: 7,182 shares; 2026Q1: 4,759 shares 4,759 $374K <0.01% -2,423 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 5,402 shares; 2025Q1: 11,581 shares; 2025Q2: 9,228 shares; 2025Q3: 6,868 shares; 2025Q4: not reported; 2026Q1: 6,452 shares 6,452 $372K <0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares 4,033 $371K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: not reported; 2025Q1: 16,074 shares; 2025Q2: 12,441 shares; 2025Q3: 23,285 shares; 2025Q4: 12,707 shares; 2026Q1: 14,871 shares 14,871 $370K <0.01% +2,164 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,012 shares; 2025Q4: 30,486 shares; 2026Q1: 33,625 shares 33,625 $370K <0.01% +3,139 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,479 shares; 2025Q1: 3,727 shares; 2025Q2: 3,586 shares; 2025Q3: 5,041 shares; 2025Q4: 4,082 shares; 2026Q1: 2,946 shares 2,946 $370K <0.01% -1,136 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,026 shares; 2025Q4: not reported; 2026Q1: 9,389 shares 9,389 $368K <0.01% new Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,002 shares; 2025Q3: 32,084 shares; 2025Q4: 17,321 shares; 2026Q1: 16,555 shares 16,555 $366K <0.01% -766 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,061 shares 6,061 $366K <0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 787 shares; 2025Q3: 809 shares; 2025Q4: not reported; 2026Q1: 701 shares 701 $366K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,070 shares; 2025Q4: not reported; 2026Q1: 7,436 shares 7,436 $364K <0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,939 shares; 2025Q2: 7,674 shares; 2025Q3: 7,968 shares; 2025Q4: not reported; 2026Q1: 3,831 shares 3,831 $364K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,463 shares; 2026Q1: 1,062 shares 1,062 $360K <0.01% -401 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,539 shares; 2025Q2: 19,679 shares; 2025Q3: 18,386 shares; 2025Q4: 20,606 shares; 2026Q1: 7,151 shares 7,151 $357K <0.01% -13,455 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,302 shares; 2026Q1: 14,226 shares 14,226 $357K <0.01% +924 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,918 shares; 2025Q1: 5,024 shares; 2025Q2: 4,743 shares; 2025Q3: 4,556 shares; 2025Q4: 4,708 shares; 2026Q1: 4,708 shares 4,708 $356K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,736 shares; 2025Q1: 4,581 shares; 2025Q2: 7,243 shares; 2025Q3: 7,703 shares; 2025Q4: 5,137 shares; 2026Q1: 3,009 shares 3,009 $355K <0.01% -2,128 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: not reported; 2025Q1: 2,736 shares; 2025Q2: 3,493 shares; 2025Q3: 2,993 shares; 2025Q4: 7,207 shares; 2026Q1: 3,672 shares 3,672 $352K <0.01% -3,535 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,163 shares; 2025Q1: 2,766 shares; 2025Q2: 5,077 shares; 2025Q3: 6,876 shares; 2025Q4: 7,124 shares; 2026Q1: 3,440 shares 3,440 $352K <0.01% -3,684 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 12,679 shares; 2025Q1: 14,486 shares; 2025Q2: 14,671 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,538 shares 13,538 $352K <0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: not reported; 2026Q1: 1,528 shares 1,528 $352K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: not reported; 2025Q1: 2,666 shares; 2025Q2: 1,775 shares; 2025Q3: 2,555 shares; 2025Q4: 1,411 shares; 2026Q1: 1,842 shares 1,842 $351K <0.01% +431 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,095 shares; 2025Q4: 3,764 shares; 2026Q1: 3,322 shares 3,322 $351K <0.01% -442 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,720 shares; 2025Q2: 11,201 shares; 2025Q3: 6,257 shares; 2025Q4: 5,696 shares; 2026Q1: 6,072 shares 6,072 $350K <0.01% +376 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 7,472 shares; 2025Q1: 11,760 shares; 2025Q2: 4,047 shares; 2025Q3: 11,983 shares; 2025Q4: 4,936 shares; 2026Q1: 3,706 shares 3,706 $348K <0.01% -1,230 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,830 shares; 2026Q1: 10,517 shares 10,517 $348K <0.01% +4,687 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,725 shares; 2025Q1: 3,317 shares; 2025Q2: 3,139 shares; 2025Q3: 3,884 shares; 2025Q4: 10,277 shares; 2026Q1: 7,579 shares 7,579 $348K <0.01% -2,698 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: not reported; 2025Q3: 5,825 shares; 2025Q4: 5,418 shares; 2026Q1: 4,955 shares 4,955 $344K <0.01% -463 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 5,486 shares; 2025Q1: 4,270 shares; 2025Q2: 4,204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,791 shares 4,791 $344K <0.01% new Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,964 shares; 2025Q3: 23,140 shares; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares 14,333 $343K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,401 shares 4,401 $339K <0.01% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,851 shares; 2025Q1: 4,821 shares; 2025Q2: 5,291 shares; 2025Q3: 6,687 shares; 2025Q4: 4,274 shares; 2026Q1: 4,221 shares 4,221 $338K <0.01% -53 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,957 shares; 2025Q4: not reported; 2026Q1: 8,346 shares 8,346 $337K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,840 shares; 2025Q4: 6,680 shares; 2026Q1: 6,905 shares 6,905 $337K <0.01% +225 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,397 shares; 2025Q3: 2,361 shares; 2025Q4: 1,496 shares; 2026Q1: 1,465 shares 1,465 $336K <0.01% -31 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,894 shares 3,894 $335K <0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,807 shares; 2025Q3: not reported; 2025Q4: 11,805 shares; 2026Q1: 10,670 shares 10,670 $334K <0.01% -1,135 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,815 shares 7,815 $333K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,490 shares; 2025Q1: 13,003 shares; 2025Q2: 8,447 shares; 2025Q3: not reported; 2025Q4: 8,452 shares; 2026Q1: 8,477 shares 8,477 $332K <0.01% +25 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,766 shares 5,766 $330K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,111 shares; 2025Q1: 30,224 shares; 2025Q2: 34,054 shares; 2025Q3: 36,217 shares; 2025Q4: 36,251 shares; 2026Q1: 41,487 shares 41,487 $329K <0.01% +5,236 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 11,649 shares; 2025Q1: 11,897 shares; 2025Q2: 10,555 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,576 shares 8,576 $328K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,316 shares; 2025Q3: 6,052 shares; 2025Q4: 8,285 shares; 2026Q1: 5,596 shares 5,596 $327K <0.01% -2,689 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,401 shares; 2026Q1: 13,309 shares 13,309 $327K <0.01% +1,908 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: not reported; 2025Q3: 6,116 shares; 2025Q4: 5,986 shares; 2026Q1: 6,729 shares 6,729 $325K <0.01% +743 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 2,046 shares; 2025Q4: 2,217 shares; 2026Q1: 2,709 shares 2,709 $324K <0.01% +492 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,830 shares; 2024Q4: 25,586 shares; 2025Q1: 20,944 shares; 2025Q2: 18,636 shares; 2025Q3: 18,120 shares; 2025Q4: 15,733 shares; 2026Q1: 9,584 shares 9,584 $323K <0.01% -6,149 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 9,001 shares; 2025Q4: 8,189 shares; 2026Q1: 3,643 shares 3,643 $322K <0.01% -4,546 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: 845 shares; 2025Q2: 520 shares; 2025Q3: 423 shares; 2025Q4: 584 shares; 2026Q1: 940 shares 940 $322K <0.01% +356 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,271 shares; 2025Q2: 101,482 shares; 2025Q3: 128,295 shares; 2025Q4: 122,041 shares; 2026Q1: 24,179 shares 24,179 $322K <0.01% -97,862 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,171 shares; 2025Q3: 3,592 shares; 2025Q4: 2,207 shares; 2026Q1: 1,903 shares 1,903 $321K <0.01% -304 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,501 shares; 2025Q3: 9,701 shares; 2025Q4: 15,111 shares; 2026Q1: 12,880 shares 12,880 $320K <0.01% -2,231 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,914 shares; 2025Q1: 1,900 shares; 2025Q2: 2,093 shares; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 1,898 shares 1,898 $318K <0.01% -37 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,127 shares; 2024Q4: 31,315 shares; 2025Q1: 35,242 shares; 2025Q2: 31,150 shares; 2025Q3: 44,603 shares; 2025Q4: 19,485 shares; 2026Q1: 14,748 shares 14,748 $317K <0.01% -4,737 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 4,721 shares; 2025Q1: not reported; 2025Q2: 4,537 shares; 2025Q3: 4,784 shares; 2025Q4: not reported; 2026Q1: 3,899 shares 3,899 $315K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,893 shares 8,893 $315K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 370 shares; 2026Q1: 371 shares 371 $315K <0.01% +1 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $314K <0.01% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,645 shares 7,645 $314K <0.01% new Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,276 shares; 2025Q3: 16,060 shares; 2025Q4: 13,458 shares; 2026Q1: 32,955 shares 32,955 $313K <0.01% +19,497 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 3,751 shares; 2025Q4: 3,715 shares; 2026Q1: 4,143 shares 4,143 $313K <0.01% +428 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,235 shares 6,235 $312K <0.01% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,581 shares; 2026Q1: 4,747 shares 4,747 $311K <0.01% +166 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,091 shares; 2025Q2: 2,871 shares; 2025Q3: 2,278 shares; 2025Q4: 1,551 shares; 2026Q1: 2,297 shares 2,297 $311K <0.01% +746 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 3,164 shares; 2025Q2: 5,014 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,843 shares 2,843 $311K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,118 shares; 2026Q1: 3,268 shares 3,268 $310K <0.01% +150 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $309K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,919 shares; 2026Q1: 1,424 shares 1,424 $309K <0.01% -3,495 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 8,833 shares; 2025Q1: 9,991 shares; 2025Q2: 9,399 shares; 2025Q3: not reported; 2025Q4: 7,092 shares; 2026Q1: 2,350 shares 2,350 $308K <0.01% -4,742 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,243 shares; 2024Q4: 23,113 shares; 2025Q1: 30,724 shares; 2025Q2: 16,713 shares; 2025Q3: 7,894 shares; 2025Q4: not reported; 2026Q1: 11,922 shares 11,922 $307K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,673 shares; 2025Q1: 3,568 shares; 2025Q2: 10,504 shares; 2025Q3: 14,637 shares; 2025Q4: 4,918 shares; 2026Q1: 1,975 shares 1,975 $307K <0.01% -2,943 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 6,090 shares; 2025Q1: 6,761 shares; 2025Q2: 10,538 shares; 2025Q3: 4,571 shares; 2025Q4: 7,893 shares; 2026Q1: 5,627 shares 5,627 $307K <0.01% -2,266 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares 3,370 $306K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 856 shares; 2025Q1: 2,612 shares; 2025Q2: 1,301 shares; 2025Q3: 3,410 shares; 2025Q4: 3,688 shares; 2026Q1: 1,054 shares 1,054 $306K <0.01% -2,634 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,991 shares; 2025Q1: 15,577 shares; 2025Q2: 16,091 shares; 2025Q3: 9,463 shares; 2025Q4: not reported; 2026Q1: 11,887 shares 11,887 $305K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,089 shares; 2026Q1: 1,472 shares 1,472 $303K <0.01% +383 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: not reported; 2025Q1: 3,805 shares; 2025Q2: 4,930 shares; 2025Q3: 5,722 shares; 2025Q4: 4,003 shares; 2026Q1: 1,918 shares 1,918 $302K <0.01% -2,085 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,370 shares; 2025Q3: 11,215 shares; 2025Q4: not reported; 2026Q1: 15,960 shares 15,960 $301K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: 2,199 shares; 2025Q3: 4,050 shares; 2025Q4: 2,670 shares; 2026Q1: 2,515 shares 2,515 $301K <0.01% -155 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,972 shares; 2026Q1: 20,904 shares 20,904 $300K <0.01% +9,932 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 2,062 shares; 2025Q1: 3,164 shares; 2025Q2: 3,681 shares; 2025Q3: 2,495 shares; 2025Q4: 1,983 shares; 2026Q1: 1,902 shares 1,902 $299K <0.01% -81 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,217 shares; 2025Q3: 13,894 shares; 2025Q4: 6,466 shares; 2026Q1: 7,469 shares 7,469 $298K <0.01% +1,003 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,184 shares 24,184 $297K <0.01% new Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: 11,376 shares; 2025Q1: 11,508 shares; 2025Q2: 11,698 shares; 2025Q3: 24,012 shares; 2025Q4: 12,120 shares; 2026Q1: 12,224 shares 12,224 $296K <0.01% +104 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,767 shares; 2025Q2: 10,776 shares; 2025Q3: 14,840 shares; 2025Q4: not reported; 2026Q1: 27,141 shares 27,141 $295K <0.01% new Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,137 shares; 2025Q4: 9,975 shares; 2026Q1: 9,975 shares 9,975 $294K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,568 shares; 2025Q4: 8,329 shares; 2026Q1: 7,106 shares 7,106 $293K <0.01% -1,223 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: not reported; 2026Q1: 2,018 shares 2,018 $292K <0.01% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,316 shares 2,316 $292K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 3,077 shares; 2025Q4: 2,831 shares; 2026Q1: 2,923 shares 2,923 $291K <0.01% +92 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 3,843 shares; 2025Q1: 3,837 shares; 2025Q2: 3,683 shares; 2025Q3: 3,741 shares; 2025Q4: 5,924 shares; 2026Q1: 3,242 shares 3,242 $291K <0.01% -2,682 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,253 shares; 2025Q3: 12,420 shares; 2025Q4: not reported; 2026Q1: 6,222 shares 6,222 $291K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,178 shares; 2025Q2: 5,109 shares; 2025Q3: 5,564 shares; 2025Q4: 4,181 shares; 2026Q1: 3,394 shares 3,394 $290K <0.01% -787 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,228 shares; 2025Q3: 9,302 shares; 2025Q4: not reported; 2026Q1: 6,253 shares 6,253 $290K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,269 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares 1,129 $287K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,731 shares; 2025Q3: 13,252 shares; 2025Q4: 26,771 shares; 2026Q1: 30,385 shares 30,385 $286K <0.01% +3,614 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 4,640 shares; 2025Q4: 3,816 shares; 2026Q1: 2,257 shares 2,257 $285K <0.01% -1,559 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,231 shares; 2025Q4: not reported; 2026Q1: 8,090 shares 8,090 $284K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,189 shares; 2024Q4: 32,538 shares; 2025Q1: 33,293 shares; 2025Q2: 29,087 shares; 2025Q3: 19,497 shares; 2025Q4: 34,359 shares; 2026Q1: 10,878 shares 10,878 $284K <0.01% -23,481 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,387 shares 6,387 $284K <0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,631 shares; 2025Q1: 1,754 shares; 2025Q2: 1,750 shares; 2025Q3: not reported; 2025Q4: 1,318 shares; 2026Q1: 1,135 shares 1,135 $283K <0.01% -183 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,362 shares; 2025Q2: 1,692 shares; 2025Q3: 2,059 shares; 2025Q4: 1,469 shares; 2026Q1: 1,649 shares 1,649 $282K <0.01% +180 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,818 shares; 2025Q3: 3,259 shares; 2025Q4: not reported; 2026Q1: 1,983 shares 1,983 $282K <0.01% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,671 shares; 2025Q3: 4,753 shares; 2025Q4: 4,663 shares; 2026Q1: 3,597 shares 3,597 $280K <0.01% -1,066 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $280K <0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,066 shares 5,066 $280K <0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 11,503 shares; 2025Q1: 7,924 shares; 2025Q2: 8,678 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,745 shares 9,745 $280K <0.01% new Timeline