BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 1,269,641 shares; 2026Q1: 1,406,776 shares 1,406,776 $19.6M 0.02% +137,135 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: 21,845 shares; 2024Q4: 21,964 shares; 2025Q1: 23,114 shares; 2025Q2: 35,388 shares; 2025Q3: 35,570 shares; 2025Q4: 32,671 shares; 2026Q1: 266,084 shares 266,084 $19.6M 0.02% +233,413 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,492 shares; 2024Q4: 885,333 shares; 2025Q1: 845,529 shares; 2025Q2: 158,560 shares; 2025Q3: 244,242 shares; 2025Q4: 160,222 shares; 2026Q1: 102,443 shares 102,443 $19.6M 0.02% -57,779 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,032 shares; 2024Q4: 100,899 shares; 2025Q1: 101,765 shares; 2025Q2: 101,951 shares; 2025Q3: 103,182 shares; 2025Q4: 105,798 shares; 2026Q1: 117,227 shares 117,227 $19.4M 0.02% +11,429 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: 20,959 shares; 2024Q4: 23,471 shares; 2025Q1: 25,820 shares; 2025Q2: 19,117 shares; 2025Q3: 17,134 shares; 2025Q4: 137,341 shares; 2026Q1: 142,137 shares 142,137 $19.3M 0.02% +4,796 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,461 shares; 2024Q4: 90,930 shares; 2025Q1: 105,695 shares; 2025Q2: 118,649 shares; 2025Q3: 140,865 shares; 2025Q4: 236,168 shares; 2026Q1: 263,771 shares 263,771 $19.3M 0.02% +27,603 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,820 shares; 2024Q4: 248,650 shares; 2025Q1: 294,240 shares; 2025Q2: 299,790 shares; 2025Q3: 496,220 shares; 2025Q4: 508,724 shares; 2026Q1: 63,798 shares 63,798 $19.1M 0.02% -444,926 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: 30,112 shares; 2024Q4: 30,964 shares; 2025Q1: 43,712 shares; 2025Q2: 48,462 shares; 2025Q3: 48,556 shares; 2025Q4: 245,604 shares; 2026Q1: 483,798 shares 483,798 $19.1M 0.02% +238,194 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,771 shares; 2024Q4: 318,438 shares; 2025Q1: 359,927 shares; 2025Q2: 354,043 shares; 2025Q3: 333,008 shares; 2025Q4: 267,982 shares; 2026Q1: 361,932 shares 361,932 $19.1M 0.02% +93,950 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,586 shares; 2024Q4: 79,157 shares; 2025Q1: 79,971 shares; 2025Q2: 80,513 shares; 2025Q3: 56,553 shares; 2025Q4: 233,840 shares; 2026Q1: 1,153,926 shares 1,153,926 $19M 0.02% +920,086 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,647 shares; 2024Q4: 22,497 shares; 2025Q1: 37,447 shares; 2025Q2: 53,235 shares; 2025Q3: 49,434 shares; 2025Q4: 382,285 shares; 2026Q1: 472,199 shares 472,199 $18.9M 0.02% +89,914 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: 19,174 shares; 2024Q4: 47,676 shares; 2025Q1: 38,825 shares; 2025Q2: 38,015 shares; 2025Q3: 630,060 shares; 2025Q4: 767,664 shares; 2026Q1: 726,220 shares 726,220 $18.8M 0.02% -41,444 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: 59,352 shares; 2024Q4: 64,809 shares; 2025Q1: 68,704 shares; 2025Q2: 67,512 shares; 2025Q3: 69,477 shares; 2025Q4: 185,864 shares; 2026Q1: 304,230 shares 304,230 $18.6M 0.02% +118,366 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: 53,474 shares; 2024Q4: 467,661 shares; 2025Q1: 486,094 shares; 2025Q2: 309,384 shares; 2025Q3: 320,033 shares; 2025Q4: 341,145 shares; 2026Q1: 343,605 shares 343,605 $18.6M 0.02% +2,460 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,940 shares; 2025Q1: 86,810 shares; 2025Q2: 158,848 shares; 2025Q3: 166,524 shares; 2025Q4: 147,334 shares; 2026Q1: 148,380 shares 148,380 $18.6M 0.02% +1,046 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 6,495 shares; 2025Q1: 6,444 shares; 2025Q2: 50,770 shares; 2025Q3: 77,490 shares; 2025Q4: 159,592 shares; 2026Q1: 145,779 shares 145,779 $18.4M 0.02% -13,813 Timeline VTWO 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: 39,463 shares; 2024Q4: 41,228 shares; 2025Q1: 42,212 shares; 2025Q2: 109,200 shares; 2025Q3: 107,768 shares; 2025Q4: 203,396 shares; 2026Q1: 178,002 shares 178,002 $18.4M 0.02% -25,394 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: 46,645 shares; 2024Q4: 54,364 shares; 2025Q1: 22,948 shares; 2025Q2: 23,649 shares; 2025Q3: 47,702 shares; 2025Q4: 67,860 shares; 2026Q1: 46,048 shares 46,048 $18.4M 0.02% -21,812 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD 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: 1,323,104 shares; 2026Q1: 1,335,518 shares 1,335,518 $18.4M 0.02% +12,414 Timeline BILS 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: 17,988 shares; 2025Q1: 17,595 shares; 2025Q2: 16,174 shares; 2025Q3: 21,649 shares; 2025Q4: 312,640 shares; 2026Q1: 184,651 shares 184,651 $18.4M 0.02% -127,989 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,292 shares; 2024Q4: 42,892 shares; 2025Q1: not reported; 2025Q2: 176,746 shares; 2025Q3: 308,219 shares; 2025Q4: 731,736 shares; 2026Q1: 756,131 shares 756,131 $18.3M 0.02% +24,395 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: 88,086 shares; 2024Q4: 115,919 shares; 2025Q1: 116,256 shares; 2025Q2: 116,446 shares; 2025Q3: 91,475 shares; 2025Q4: 132,157 shares; 2026Q1: 126,135 shares 126,135 $18.3M 0.02% -6,022 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,955 shares; 2024Q4: 34,306 shares; 2025Q1: 33,491 shares; 2025Q2: 36,619 shares; 2025Q3: 36,590 shares; 2025Q4: 292,652 shares; 2026Q1: 458,896 shares 458,896 $18.3M 0.02% +166,244 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 8,767 shares; 2025Q1: 8,610 shares; 2025Q2: 13,259 shares; 2025Q3: 30,112 shares; 2025Q4: 150,233 shares; 2026Q1: 167,248 shares 167,248 $18.1M 0.02% +17,015 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,165 shares; 2024Q4: 85,955 shares; 2025Q1: 68,644 shares; 2025Q2: 69,914 shares; 2025Q3: 54,962 shares; 2025Q4: 449,124 shares; 2026Q1: 431,601 shares 431,601 $18.1M 0.02% -17,523 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,795 shares; 2024Q4: 320,354 shares; 2025Q1: 149,680 shares; 2025Q2: 146,718 shares; 2025Q3: 138,285 shares; 2025Q4: 424,039 shares; 2026Q1: 416,304 shares 416,304 $17.9M 0.02% -7,735 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: 304,838 shares; 2024Q4: 391,402 shares; 2025Q1: 413,947 shares; 2025Q2: 440,159 shares; 2025Q3: 484,718 shares; 2025Q4: 499,216 shares; 2026Q1: 543,184 shares 543,184 $17.9M 0.02% +43,968 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,339 shares; 2024Q4: 53,094 shares; 2025Q1: 48,590 shares; 2025Q2: 58,708 shares; 2025Q3: 61,998 shares; 2025Q4: 66,423 shares; 2026Q1: 66,985 shares 66,985 $17.8M 0.02% +562 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,211 shares; 2024Q4: 400,798 shares; 2025Q1: 407,902 shares; 2025Q2: 461,390 shares; 2025Q3: 1,355,195 shares; 2025Q4: 1,540,809 shares; 2026Q1: 1,537,496 shares 1,537,496 $17.8M 0.02% -3,313 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: 227,547 shares; 2026Q1: 153,786 shares 153,786 $17.7M 0.02% -73,761 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,774 shares; 2024Q4: 274,479 shares; 2025Q1: 268,543 shares; 2025Q2: 268,513 shares; 2025Q3: 263,047 shares; 2025Q4: 275,061 shares; 2026Q1: 271,472 shares 271,472 $17.7M 0.02% -3,589 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,096 shares; 2024Q4: 112,631 shares; 2025Q1: 112,351 shares; 2025Q2: 115,302 shares; 2025Q3: 119,963 shares; 2025Q4: 105,821 shares; 2026Q1: 88,756 shares 88,756 $17.6M 0.02% -17,065 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: 85,351 shares; 2024Q4: 292,773 shares; 2025Q1: 281,031 shares; 2025Q2: 179,897 shares; 2025Q3: 97,506 shares; 2025Q4: 349,785 shares; 2026Q1: 387,513 shares 387,513 $17.6M 0.02% +37,728 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,506 shares; 2024Q4: 158,862 shares; 2025Q1: 38,867 shares; 2025Q2: 60,407 shares; 2025Q3: 67,810 shares; 2025Q4: 107,823 shares; 2026Q1: 133,895 shares 133,895 $17.5M 0.02% +26,072 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: 9,303 shares; 2024Q4: 12,006 shares; 2025Q1: 10,392 shares; 2025Q2: 11,765 shares; 2025Q3: 248,239 shares; 2025Q4: 291,035 shares; 2026Q1: 340,195 shares 340,195 $17.5M 0.02% +49,160 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: 23,465 shares; 2024Q4: 72,090 shares; 2025Q1: 117,697 shares; 2025Q2: 121,948 shares; 2025Q3: 119,545 shares; 2025Q4: 130,618 shares; 2026Q1: 131,515 shares 131,515 $17.4M 0.02% +897 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: 92,705 shares; 2024Q4: 185,814 shares; 2025Q1: 189,673 shares; 2025Q2: 198,895 shares; 2025Q3: 196,928 shares; 2025Q4: 223,286 shares; 2026Q1: 187,300 shares 187,300 $17.4M 0.02% -35,986 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 39,986 shares; 2025Q1: 44,766 shares; 2025Q2: 39,236 shares; 2025Q3: 34,478 shares; 2025Q4: 47,591 shares; 2026Q1: 58,173 shares 58,173 $17.4M 0.02% +10,582 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: 1,837 shares; 2024Q4: 7,543 shares; 2025Q1: 22,213 shares; 2025Q2: 15,024 shares; 2025Q3: 29,769 shares; 2025Q4: 35,411 shares; 2026Q1: 35,551 shares 35,551 $17.3M 0.02% +140 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: 4,829 shares; 2024Q4: 31,381 shares; 2025Q1: 29,967 shares; 2025Q2: 31,083 shares; 2025Q3: 15,858 shares; 2025Q4: 194,212 shares; 2026Q1: 389,885 shares 389,885 $17.3M 0.02% +195,673 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: 10,977 shares; 2024Q4: 11,937 shares; 2025Q1: 13,284 shares; 2025Q2: 13,797 shares; 2025Q3: 15,525 shares; 2025Q4: 70,171 shares; 2026Q1: 82,353 shares 82,353 $17.3M 0.02% +12,182 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: 158,078 shares; 2024Q4: 157,254 shares; 2025Q1: 157,528 shares; 2025Q2: 160,618 shares; 2025Q3: 154,048 shares; 2025Q4: 24,647 shares; 2026Q1: 157,300 shares 157,300 $17.3M 0.02% +132,653 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,219 shares; 2024Q4: 15,876 shares; 2025Q1: 10,496 shares; 2025Q2: 19,759 shares; 2025Q3: 16,571 shares; 2025Q4: 29,595 shares; 2026Q1: 211,749 shares 211,749 $17.2M 0.02% +182,154 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 19,857 shares; 2025Q1: 19,962 shares; 2025Q2: 20,802 shares; 2025Q3: 25,156 shares; 2025Q4: 35,507 shares; 2026Q1: 38,668 shares 38,668 $17.2M 0.02% +3,161 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: 109,733 shares; 2026Q1: 224,021 shares 224,021 $17.1M 0.02% +114,288 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,980 shares; 2024Q4: 32,663 shares; 2025Q1: 32,163 shares; 2025Q2: 31,853 shares; 2025Q3: 29,353 shares; 2025Q4: 429,536 shares; 2026Q1: 416,480 shares 416,480 $17M 0.02% -13,056 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,541 shares; 2024Q4: 84,418 shares; 2025Q1: 6,635 shares; 2025Q2: 68,880 shares; 2025Q3: 109,661 shares; 2025Q4: 72,155 shares; 2026Q1: 221,716 shares 221,716 $17M 0.02% +149,561 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: 74,469 shares; 2024Q4: 92,780 shares; 2025Q1: 95,788 shares; 2025Q2: 95,867 shares; 2025Q3: 106,510 shares; 2025Q4: 135,904 shares; 2026Q1: 127,250 shares 127,250 $16.8M 0.02% -8,654 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: 37,364 shares; 2024Q4: 96,270 shares; 2025Q1: 100,912 shares; 2025Q2: 284,919 shares; 2025Q3: 319,351 shares; 2025Q4: 317,701 shares; 2026Q1: 319,667 shares 319,667 $16.8M 0.02% +1,966 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: 156,197 shares; 2025Q4: 158,887 shares; 2026Q1: 159,100 shares 159,100 $16.8M 0.02% +213 Timeline RDVI 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: 857,825 shares; 2025Q3: 856,412 shares; 2025Q4: 697,376 shares; 2026Q1: 656,856 shares 656,856 $16.8M 0.02% -40,520 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 18,122 shares; 2025Q1: 18,624 shares; 2025Q2: 19,057 shares; 2025Q3: 19,160 shares; 2025Q4: 48,484 shares; 2026Q1: 45,655 shares 45,655 $16.7M 0.02% -2,829 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,018 shares; 2024Q4: 68,297 shares; 2025Q1: 49,121 shares; 2025Q2: 81,495 shares; 2025Q3: 102,267 shares; 2025Q4: 142,366 shares; 2026Q1: 136,822 shares 136,822 $16.6M 0.02% -5,544 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: 18,463 shares; 2024Q4: 63,523 shares; 2025Q1: 48,960 shares; 2025Q2: 52,198 shares; 2025Q3: 57,815 shares; 2025Q4: 93,028 shares; 2026Q1: 100,177 shares 100,177 $16.6M 0.02% +7,149 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 11,674 shares; 2025Q1: 13,348 shares; 2025Q2: 11,492 shares; 2025Q3: 12,810 shares; 2025Q4: 35,449 shares; 2026Q1: 46,060 shares 46,060 $16.6M 0.02% +10,611 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,840 shares; 2025Q1: 24,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,142 shares; 2026Q1: 1,412,975 shares 1,412,975 $16.5M 0.02% +12,833 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 13,611 shares; 2025Q1: 12,801 shares; 2025Q2: 14,253 shares; 2025Q3: 90,326 shares; 2025Q4: 104,641 shares; 2026Q1: 146,568 shares 146,568 $16.5M 0.02% +41,927 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 110,623 shares; 2025Q1: 114,480 shares; 2025Q2: 117,975 shares; 2025Q3: 122,131 shares; 2025Q4: 126,331 shares; 2026Q1: 209,192 shares 209,192 $16.5M 0.02% +82,861 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: 460,677 shares; 2024Q4: 64,791 shares; 2025Q1: 62,685 shares; 2025Q2: 67,401 shares; 2025Q3: 68,756 shares; 2025Q4: 67,670 shares; 2026Q1: 57,857 shares 57,857 $16.4M 0.02% -9,813 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,420 shares; 2024Q4: 72,320 shares; 2025Q1: 71,320 shares; 2025Q2: 69,660 shares; 2025Q3: 75,643 shares; 2025Q4: 401,664 shares; 2026Q1: 380,949 shares 380,949 $16.4M 0.02% -20,715 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 11,298 shares; 2025Q1: 19,400 shares; 2025Q2: 16,536 shares; 2025Q3: 16,197 shares; 2025Q4: 257,505 shares; 2026Q1: 262,542 shares 262,542 $16.4M 0.02% +5,037 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: 5,877 shares; 2024Q4: 58,156 shares; 2025Q1: 64,052 shares; 2025Q2: 68,886 shares; 2025Q3: 76,861 shares; 2025Q4: 87,596 shares; 2026Q1: 95,605 shares 95,605 $16.3M 0.02% +8,009 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: 312,668 shares; 2026Q1: 308,228 shares 308,228 $16.3M 0.02% -4,440 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: 349,251 shares; 2024Q4: 111,596 shares; 2025Q1: 108,620 shares; 2025Q2: 91,562 shares; 2025Q3: 89,094 shares; 2025Q4: 131,993 shares; 2026Q1: 137,784 shares 137,784 $16.3M 0.02% +5,791 Timeline VOT 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: 29,550 shares; 2024Q4: 30,901 shares; 2025Q1: 30,665 shares; 2025Q2: 33,279 shares; 2025Q3: 57,196 shares; 2025Q4: 62,227 shares; 2026Q1: 63,194 shares 63,194 $16.3M 0.02% +967 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,598 shares; 2024Q4: 54,776 shares; 2025Q1: 51,719 shares; 2025Q2: 52,654 shares; 2025Q3: 51,064 shares; 2025Q4: 108,425 shares; 2026Q1: 110,708 shares 110,708 $16.2M 0.02% +2,283 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: 160,324 shares; 2024Q4: 165,865 shares; 2025Q1: 130,178 shares; 2025Q2: 216,121 shares; 2025Q3: 175,530 shares; 2025Q4: 147,778 shares; 2026Q1: 148,018 shares 148,018 $16.2M 0.02% +240 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 418,465 shares; 2025Q1: 677,205 shares; 2025Q2: 717,320 shares; 2025Q3: 767,393 shares; 2025Q4: 938,678 shares; 2026Q1: 959,962 shares 959,962 $16M 0.02% +21,284 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,449 shares; 2024Q4: 672,024 shares; 2025Q1: 689,485 shares; 2025Q2: 667,854 shares; 2025Q3: 642,172 shares; 2025Q4: 584,738 shares; 2026Q1: 573,628 shares 573,628 $16M 0.02% -11,110 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: 9,667 shares; 2024Q4: 46,784 shares; 2025Q1: 45,719 shares; 2025Q2: 49,582 shares; 2025Q3: 52,777 shares; 2025Q4: 109,664 shares; 2026Q1: 124,139 shares 124,139 $15.9M 0.02% +14,475 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,083 shares; 2025Q1: 7,880 shares; 2025Q2: 10,459 shares; 2025Q3: 8,068 shares; 2025Q4: 8,280 shares; 2026Q1: 8,262 shares 8,262 $15.8M 0.02% -18 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 6,862 shares; 2025Q1: 12,597 shares; 2025Q2: 11,067 shares; 2025Q3: 37,360 shares; 2025Q4: 226,176 shares; 2026Q1: 246,500 shares 246,500 $15.8M 0.02% +20,324 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 2,723 shares; 2025Q3: 114,612 shares; 2025Q4: 119,945 shares; 2026Q1: 144,000 shares 144,000 $15.8M 0.02% +24,055 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,781 shares; 2024Q4: 102,219 shares; 2025Q1: 97,617 shares; 2025Q2: 105,810 shares; 2025Q3: 107,035 shares; 2025Q4: 125,986 shares; 2026Q1: 138,238 shares 138,238 $15.8M 0.02% +12,252 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 15,533 shares; 2025Q1: 14,821 shares; 2025Q2: 14,505 shares; 2025Q3: 14,143 shares; 2025Q4: 13,392 shares; 2026Q1: 13,256 shares 13,256 $15.8M 0.02% -136 UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,501 shares; 2024Q4: 594,260 shares; 2025Q1: 596,881 shares; 2025Q2: 629,360 shares; 2025Q3: 655,821 shares; 2025Q4: 655,582 shares; 2026Q1: 1,991,828 shares 1,991,828 $15.8M 0.02% +1,336,246 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,119 shares; 2024Q4: 243,592 shares; 2025Q1: 242,575 shares; 2025Q2: 243,059 shares; 2025Q3: 261,372 shares; 2025Q4: 297,070 shares; 2026Q1: 321,062 shares 321,062 $15.8M 0.02% +23,992 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,177 shares; 2025Q1: 395,129 shares; 2025Q2: 392,342 shares; 2025Q3: 394,602 shares; 2025Q4: 407,260 shares; 2026Q1: 415,359 shares 415,359 $15.8M 0.02% +8,099 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,480 shares; 2024Q4: 109,081 shares; 2025Q1: 113,274 shares; 2025Q2: 126,793 shares; 2025Q3: 128,222 shares; 2025Q4: 744,124 shares; 2026Q1: 230,600 shares 230,600 $15.7M 0.02% -513,524 Timeline SPYV 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: 174,311 shares; 2024Q4: 190,254 shares; 2025Q1: 185,846 shares; 2025Q2: 189,869 shares; 2025Q3: 172,323 shares; 2025Q4: 267,201 shares; 2026Q1: 273,956 shares 273,956 $15.5M 0.02% +6,755 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: 4,638 shares; 2025Q1: 4,967 shares; 2025Q2: 19,377 shares; 2025Q3: 20,761 shares; 2025Q4: 55,149 shares; 2026Q1: 57,502 shares 57,502 $15.4M 0.02% +2,353 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: 106,346 shares; 2024Q4: 106,896 shares; 2025Q1: 112,607 shares; 2025Q2: 116,598 shares; 2025Q3: 118,394 shares; 2025Q4: 131,769 shares; 2026Q1: 136,319 shares 136,319 $15.4M 0.02% +4,550 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,573 shares; 2024Q4: 311,838 shares; 2025Q1: 304,532 shares; 2025Q2: 304,092 shares; 2025Q3: 306,032 shares; 2025Q4: 309,663 shares; 2026Q1: 311,433 shares 311,433 $15.4M 0.02% +1,770 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: 19,147 shares; 2024Q4: 33,925 shares; 2025Q1: 40,038 shares; 2025Q2: 38,781 shares; 2025Q3: 31,743 shares; 2025Q4: 209,380 shares; 2026Q1: 210,987 shares 210,987 $15.2M 0.02% +1,607 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: 69,836 shares; 2024Q4: 72,095 shares; 2025Q1: 73,302 shares; 2025Q2: 76,162 shares; 2025Q3: 186,477 shares; 2025Q4: 161,965 shares; 2026Q1: 168,312 shares 168,312 $15.2M 0.02% +6,347 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: 37,709 shares; 2024Q4: 42,543 shares; 2025Q1: 42,774 shares; 2025Q2: 41,927 shares; 2025Q3: 66,085 shares; 2025Q4: 204,569 shares; 2026Q1: 211,981 shares 211,981 $15M 0.02% +7,412 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: 252,041 shares; 2024Q4: 502,133 shares; 2025Q1: 485,542 shares; 2025Q2: 480,348 shares; 2025Q3: 477,929 shares; 2025Q4: 477,310 shares; 2026Q1: 477,541 shares 477,541 $15M 0.02% +231 Timeline PJUL 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: 50,361 shares; 2024Q4: 49,662 shares; 2025Q1: 40,873 shares; 2025Q2: 45,949 shares; 2025Q3: 43,072 shares; 2025Q4: 366,446 shares; 2026Q1: 320,826 shares 320,826 $14.7M 0.02% -45,620 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,307 shares; 2025Q1: 2,529 shares; 2025Q2: 68,231 shares; 2025Q3: 71,131 shares; 2025Q4: 140,808 shares; 2026Q1: 159,059 shares 159,059 $14.7M 0.02% +18,251 Timeline IBTG 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: 2,883,137 shares; 2024Q4: 2,936,714 shares; 2025Q1: 3,049,401 shares; 2025Q2: 3,160,744 shares; 2025Q3: 3,108,227 shares; 2025Q4: 588,408 shares; 2026Q1: 640,159 shares 640,159 $14.7M 0.02% +51,751 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,807 shares; 2024Q4: 40,607 shares; 2025Q1: 45,164 shares; 2025Q2: 49,985 shares; 2025Q3: 50,653 shares; 2025Q4: 59,758 shares; 2026Q1: 58,807 shares 58,807 $14.7M 0.02% -951 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 38,292 shares; 2025Q1: 34,150 shares; 2025Q2: 35,604 shares; 2025Q3: 35,616 shares; 2025Q4: 657,686 shares; 2026Q1: 654,266 shares 654,266 $14.6M 0.02% -3,420 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 282,674 shares; 2025Q1: 281,896 shares; 2025Q2: 299,625 shares; 2025Q3: 305,549 shares; 2025Q4: 303,178 shares; 2026Q1: 320,603 shares 320,603 $14.6M 0.02% +17,425 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: 9,512 shares; 2024Q4: 7,078 shares; 2025Q1: 7,821 shares; 2025Q2: 6,595 shares; 2025Q3: 9,555 shares; 2025Q4: 118,590 shares; 2026Q1: 120,635 shares 120,635 $14.6M 0.02% +2,045 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,011 shares; 2024Q4: 111,342 shares; 2025Q1: 32,751 shares; 2025Q2: 39,205 shares; 2025Q3: 819,749 shares; 2025Q4: 951,668 shares; 2026Q1: 1,033,543 shares 1,033,543 $14.6M 0.02% +81,875 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 4,841 shares; 2025Q1: 5,202 shares; 2025Q2: 7,170 shares; 2025Q3: 67,173 shares; 2025Q4: 21,838 shares; 2026Q1: 83,341 shares 83,341 $14.6M 0.02% +61,503 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065,750 shares; 2025Q1: 1,236,449 shares; 2025Q2: 1,241,894 shares; 2025Q3: 1,281,356 shares; 2025Q4: 1,327,928 shares; 2026Q1: 795,779 shares 795,779 $14.5M 0.02% -532,149 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,016 shares; 2024Q4: 282,262 shares; 2025Q1: 288,092 shares; 2025Q2: 334,622 shares; 2025Q3: 336,599 shares; 2025Q4: 356,828 shares; 2026Q1: 365,058 shares 365,058 $14.5M 0.02% +8,230 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,053 shares; 2024Q4: 30,884 shares; 2025Q1: 29,264 shares; 2025Q2: 32,503 shares; 2025Q3: 30,596 shares; 2025Q4: 195,280 shares; 2026Q1: 199,338 shares 199,338 $14.5M 0.02% +4,058 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,797 shares; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: 4,607 shares; 2025Q4: 153,358 shares; 2026Q1: 159,041 shares 159,041 $14.4M 0.02% +5,683 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: 3,425 shares; 2025Q4: 82,850 shares; 2026Q1: 82,642 shares 82,642 $14.4M 0.02% -208 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,221 shares; 2024Q4: 99,845 shares; 2025Q1: 99,545 shares; 2025Q2: 74,325 shares; 2025Q3: 75,873 shares; 2025Q4: 153,708 shares; 2026Q1: 93,122 shares 93,122 $14.2M 0.02% -60,586 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,123 shares; 2024Q4: 365,162 shares; 2025Q1: 362,140 shares; 2025Q2: 369,887 shares; 2025Q3: 408,666 shares; 2025Q4: 403,504 shares; 2026Q1: 0 shares 0 $14.2M 0.02% -403,504 Amount filed as zero, left out of ratios. Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 42,069 shares; 2025Q1: 40,361 shares; 2025Q2: 34,313 shares; 2025Q3: 33,295 shares; 2025Q4: 34,319 shares; 2026Q1: 39,621 shares 39,621 $14.2M 0.02% +5,302 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,909 shares; 2024Q4: 213,737 shares; 2025Q1: 254,781 shares; 2025Q2: 249,819 shares; 2025Q3: 368,760 shares; 2025Q4: 359,238 shares; 2026Q1: 350,927 shares 350,927 $14.2M 0.02% -8,311 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: 10,747 shares; 2024Q4: 24,204 shares; 2025Q1: 25,167 shares; 2025Q2: 25,933 shares; 2025Q3: 54,267 shares; 2025Q4: 144,278 shares; 2026Q1: 142,126 shares 142,126 $14.2M 0.02% -2,152 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,325 shares; 2024Q4: 23,823 shares; 2025Q1: 22,320 shares; 2025Q2: 23,077 shares; 2025Q3: 37,203 shares; 2025Q4: 45,101 shares; 2026Q1: 53,015 shares 53,015 $14.2M 0.02% +7,914 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: 95,581 shares; 2024Q4: 84,238 shares; 2025Q1: 64,376 shares; 2025Q2: 69,276 shares; 2025Q3: 69,048 shares; 2025Q4: 219,935 shares; 2026Q1: 208,143 shares 208,143 $14.1M 0.02% -11,792 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,568 shares; 2025Q3: 50,455 shares; 2025Q4: 838,452 shares; 2026Q1: 858,286 shares 858,286 $14.1M 0.02% +19,834 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345,605 shares; 2025Q1: 348,193 shares; 2025Q2: 364,722 shares; 2025Q3: 369,169 shares; 2025Q4: 380,629 shares; 2026Q1: 377,321 shares 377,321 $14.1M 0.02% -3,308 Timeline MLPX 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: 125,301 shares; 2024Q4: 188,951 shares; 2025Q1: 183,585 shares; 2025Q2: 178,581 shares; 2025Q3: 178,766 shares; 2025Q4: 193,559 shares; 2026Q1: 189,897 shares 189,897 $14M 0.02% -3,662 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,904 shares; 2024Q4: 145,965 shares; 2025Q1: 141,181 shares; 2025Q2: 142,651 shares; 2025Q3: 142,656 shares; 2025Q4: 219,351 shares; 2026Q1: 209,240 shares 209,240 $14M 0.02% -10,111 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: 41,099 shares; 2024Q4: 42,136 shares; 2025Q1: 41,768 shares; 2025Q2: 41,623 shares; 2025Q3: 44,656 shares; 2025Q4: 687,071 shares; 2026Q1: 1,273,956 shares 1,273,956 $14M 0.02% +586,885 Timeline PMAY 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: 94,527 shares; 2024Q4: 93,922 shares; 2025Q1: 85,417 shares; 2025Q2: 80,617 shares; 2025Q3: 78,126 shares; 2025Q4: 365,330 shares; 2026Q1: 348,571 shares 348,571 $13.9M 0.02% -16,759 Timeline QXO QXO INC More: the full row for QXO 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: 16,529 shares; 2025Q3: 533,557 shares; 2025Q4: 527,781 shares; 2026Q1: 715,680 shares 715,680 $13.9M 0.02% +187,899 Timeline DON 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: 228,543 shares; 2025Q1: 253,802 shares; 2025Q2: 260,364 shares; 2025Q3: 278,456 shares; 2025Q4: 264,186 shares; 2026Q1: 263,494 shares 263,494 $13.8M 0.02% -692 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,668 shares; 2024Q4: 436,880 shares; 2025Q1: 571,020 shares; 2025Q2: 606,794 shares; 2025Q3: 649,796 shares; 2025Q4: 762,738 shares; 2026Q1: 735,933 shares 735,933 $13.7M 0.02% -26,805 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 46,676 shares; 2025Q1: 45,983 shares; 2025Q2: 47,814 shares; 2025Q3: 46,469 shares; 2025Q4: 66,811 shares; 2026Q1: 65,303 shares 65,303 $13.7M 0.02% -1,508 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: 68,950 shares 68,950 $13.6M 0.02% new 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: 15,285 shares; 2024Q4: 18,396 shares; 2025Q1: 16,589 shares; 2025Q2: 16,931 shares; 2025Q3: 19,178 shares; 2025Q4: 128,137 shares; 2026Q1: 139,046 shares 139,046 $13.6M 0.02% +10,909 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: 73,395 shares; 2024Q4: 76,336 shares; 2025Q1: 71,561 shares; 2025Q2: 96,346 shares; 2025Q3: 146,892 shares; 2025Q4: 210,459 shares; 2026Q1: 279,186 shares 279,186 $13.5M 0.02% +68,727 Timeline GDE 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: 218,257 shares; 2025Q4: 218,257 shares; 2026Q1: 214,176 shares 214,176 $13.5M 0.01% -4,081 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209,236 shares; 2024Q4: 60,898 shares; 2025Q1: 80,266 shares; 2025Q2: 83,237 shares; 2025Q3: 27,691 shares; 2025Q4: 65,804 shares; 2026Q1: 64,708 shares 64,708 $13.4M 0.01% -1,096 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,744 shares; 2026Q1: 296,605 shares 296,605 $13.4M 0.01% +6,861 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 4,436 shares; 2025Q1: 4,342 shares; 2025Q2: 34,396 shares; 2025Q3: 35,528 shares; 2025Q4: 69,842 shares; 2026Q1: 67,384 shares 67,384 $13.4M 0.01% -2,458 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 37,541 shares; 2025Q1: 37,922 shares; 2025Q2: 38,587 shares; 2025Q3: 38,777 shares; 2025Q4: 55,898 shares; 2026Q1: 33,573 shares 33,573 $13.4M 0.01% -22,325 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,562 shares; 2024Q4: 68,738 shares; 2025Q1: 75,095 shares; 2025Q2: 122,530 shares; 2025Q3: 182,279 shares; 2025Q4: 690,413 shares; 2026Q1: 337,257 shares 337,257 $13.3M 0.01% -353,156 Timeline PMBS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,480 shares; 2026Q1: 268,498 shares 268,498 $13.3M 0.01% +63,018 Timeline BIV 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: 49,083 shares; 2024Q4: 58,233 shares; 2025Q1: 69,945 shares; 2025Q2: 108,681 shares; 2025Q3: 123,128 shares; 2025Q4: 153,276 shares; 2026Q1: 172,362 shares 172,362 $13.3M 0.01% +19,086 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,641 shares; 2024Q4: 583,902 shares; 2025Q1: 496,743 shares; 2025Q2: 507,778 shares; 2025Q3: 522,196 shares; 2025Q4: 645,845 shares; 2026Q1: 677,778 shares 677,778 $13.3M 0.01% +31,933 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: 94,171 shares; 2024Q4: 99,080 shares; 2025Q1: 98,951 shares; 2025Q2: 118,353 shares; 2025Q3: 168,160 shares; 2025Q4: 185,604 shares; 2026Q1: 181,937 shares 181,937 $13.3M 0.01% -3,667 Timeline SPMD 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: 95,499 shares; 2024Q4: 97,519 shares; 2025Q1: 107,196 shares; 2025Q2: 106,495 shares; 2025Q3: 153,188 shares; 2025Q4: 221,964 shares; 2026Q1: 223,086 shares 223,086 $13.2M 0.01% +1,122 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,021 shares; 2024Q4: 101,595 shares; 2025Q1: 76,650 shares; 2025Q2: 76,510 shares; 2025Q3: 75,660 shares; 2025Q4: 114,546 shares; 2026Q1: 124,278 shares 124,278 $13.2M 0.01% +9,732 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,024 shares; 2026Q1: 145,060 shares 145,060 $13.1M 0.01% -964 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,044 shares; 2025Q1: 19,530 shares; 2025Q2: 18,314 shares; 2025Q3: 311,598 shares; 2025Q4: 341,730 shares; 2026Q1: 366,763 shares 366,763 $13M 0.01% +25,033 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP 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: not reported; 2025Q4: 808,810 shares; 2026Q1: 809,338 shares 809,338 $13M 0.01% +528 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 34,386 shares; 2025Q1: 35,967 shares; 2025Q2: 38,084 shares; 2025Q3: 58,219 shares; 2025Q4: 116,743 shares; 2026Q1: 167,448 shares 167,448 $12.9M 0.01% +50,705 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: 4,902 shares; 2024Q4: 4,713 shares; 2025Q1: 4,687 shares; 2025Q2: 46,019 shares; 2025Q3: 59,857 shares; 2025Q4: 59,181 shares; 2026Q1: 67,131 shares 67,131 $12.9M 0.01% +7,950 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: 13,875 shares; 2024Q4: 15,423 shares; 2025Q1: 17,351 shares; 2025Q2: 18,938 shares; 2025Q3: 24,495 shares; 2025Q4: 51,110 shares; 2026Q1: 54,964 shares 54,964 $12.7M 0.01% +3,854 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 9,226 shares; 2025Q1: 5,946 shares; 2025Q2: 5,367 shares; 2025Q3: 9,152 shares; 2025Q4: 11,906 shares; 2026Q1: 16,441 shares 16,441 $12.7M 0.01% +4,535 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 66,952 shares; 2025Q1: 65,035 shares; 2025Q2: 84,849 shares; 2025Q3: 89,261 shares; 2025Q4: 93,665 shares; 2026Q1: 98,832 shares 98,832 $12.6M 0.01% +5,167 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 4,558 shares; 2025Q3: not reported; 2025Q4: 136,366 shares; 2026Q1: 139,707 shares 139,707 $12.5M 0.01% +3,341 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,946 shares; 2024Q4: 408,683 shares; 2025Q1: 453,434 shares; 2025Q2: 604,553 shares; 2025Q3: 760,615 shares; 2025Q4: 844,234 shares; 2026Q1: 340,709 shares 340,709 $12.5M 0.01% -503,525 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: 83,309 shares; 2024Q4: 89,671 shares; 2025Q1: 24,208 shares; 2025Q2: 26,487 shares; 2025Q3: 13,299 shares; 2025Q4: 49,829 shares; 2026Q1: 52,174 shares 52,174 $12.5M 0.01% +2,345 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,823 shares; 2025Q1: not reported; 2025Q2: 13,031 shares; 2025Q3: 21,575 shares; 2025Q4: 156,637 shares; 2026Q1: 247,772 shares 247,772 $12.5M 0.01% +91,135 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,691 shares; 2024Q4: 436,598 shares; 2025Q1: 436,136 shares; 2025Q2: 16,213 shares; 2025Q3: 4,545 shares; 2025Q4: 50,322 shares; 2026Q1: 19,841 shares 19,841 $12.5M 0.01% -30,481 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,788 shares; 2024Q4: 203,798 shares; 2025Q1: 217,172 shares; 2025Q2: 302,382 shares; 2025Q3: 307,375 shares; 2025Q4: 349,645 shares; 2026Q1: 124,771 shares 124,771 $12.5M 0.01% -224,874 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 8,055 shares; 2025Q1: 9,832 shares; 2025Q2: 10,056 shares; 2025Q3: not reported; 2025Q4: 181,817 shares; 2026Q1: 165,544 shares 165,544 $12.4M 0.01% -16,273 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,547 shares; 2024Q4: 38,119 shares; 2025Q1: 32,958 shares; 2025Q2: 30,694 shares; 2025Q3: 30,279 shares; 2025Q4: 94,563 shares; 2026Q1: 96,502 shares 96,502 $12.3M 0.01% +1,939 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 16,658 shares; 2025Q1: 16,955 shares; 2025Q2: 21,252 shares; 2025Q3: 15,288 shares; 2025Q4: 66,809 shares; 2026Q1: 136,313 shares 136,313 $12.3M 0.01% +69,504 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,795 shares 309,795 $12.3M 0.01% new 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: 389,356 shares; 2024Q4: 387,108 shares; 2025Q1: 372,945 shares; 2025Q2: 313,023 shares; 2025Q3: 307,846 shares; 2025Q4: 267,512 shares; 2026Q1: 247,177 shares 247,177 $12.3M 0.01% -20,335 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,002 shares; 2025Q2: 307,010 shares; 2025Q3: 332,125 shares; 2025Q4: 279,529 shares; 2026Q1: 279,527 shares 279,527 $12.3M 0.01% -2 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: 1,654 shares; 2024Q4: 90,224 shares; 2025Q1: 46,414 shares; 2025Q2: 45,345 shares; 2025Q3: 44,645 shares; 2025Q4: 49,037 shares; 2026Q1: 48,205 shares 48,205 $12.2M 0.01% -832 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591,246 shares; 2024Q4: 605,277 shares; 2025Q1: 706,088 shares; 2025Q2: 720,389 shares; 2025Q3: 737,364 shares; 2025Q4: 744,592 shares; 2026Q1: 787,715 shares 787,715 $12.2M 0.01% +43,123 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: 64,271 shares; 2025Q1: not reported; 2025Q2: 6,696 shares; 2025Q3: 4,673 shares; 2025Q4: 80,924 shares; 2026Q1: 67,753 shares 67,753 $12.2M 0.01% -13,171 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 26,025 shares; 2025Q1: 25,939 shares; 2025Q2: 24,508 shares; 2025Q3: 37,330 shares; 2025Q4: 183,684 shares; 2026Q1: 201,494 shares 201,494 $12.1M 0.01% +17,810 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247,249 shares; 2026Q1: 255,417 shares 255,417 $12.1M 0.01% +8,168 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980,837 shares; 2026Q1: 956,102 shares 956,102 $12.1M 0.01% -24,735 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 6,483 shares; 2025Q1: 6,914 shares; 2025Q2: 11,894 shares; 2025Q3: 8,168 shares; 2025Q4: 109,187 shares; 2026Q1: 119,832 shares 119,832 $12M 0.01% +10,645 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: 2,138 shares; 2024Q4: 2,395 shares; 2025Q1: 3,073 shares; 2025Q2: 3,652 shares; 2025Q3: 6,764 shares; 2025Q4: 83,807 shares; 2026Q1: 77,273 shares 77,273 $12M 0.01% -6,534 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,540 shares; 2024Q4: 25,259 shares; 2025Q1: 29,052 shares; 2025Q2: 33,066 shares; 2025Q3: 34,299 shares; 2025Q4: 69,583 shares; 2026Q1: 91,204 shares 91,204 $12M 0.01% +21,621 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: 1,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,952 shares; 2025Q3: 8,611 shares; 2025Q4: 100,244 shares; 2026Q1: 116,641 shares 116,641 $12M 0.01% +16,397 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: 337,494 shares; 2024Q4: 14,409 shares; 2025Q1: 13,181 shares; 2025Q2: 12,787 shares; 2025Q3: 16,987 shares; 2025Q4: 19,224 shares; 2026Q1: 20,325 shares 20,325 $11.9M 0.01% +1,101 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,038 shares; 2024Q4: 45,707 shares; 2025Q1: 45,175 shares; 2025Q2: 46,141 shares; 2025Q3: 67,271 shares; 2025Q4: 82,797 shares; 2026Q1: 91,015 shares 91,015 $11.9M 0.01% +8,218 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: 65,340 shares; 2024Q4: 75,308 shares; 2025Q1: 79,217 shares; 2025Q2: 80,646 shares; 2025Q3: 105,190 shares; 2025Q4: 127,910 shares; 2026Q1: 129,372 shares 129,372 $11.9M 0.01% +1,462 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 22,842 shares; 2026Q1: 16,974 shares 16,974 $11.9M 0.01% -5,868 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 14,233 shares; 2025Q1: 27,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,162 shares; 2026Q1: 1,364,400 shares 1,364,400 $11.9M 0.01% +1,350,238 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,606 shares; 2024Q4: 223,971 shares; 2025Q1: 201,945 shares; 2025Q2: 192,756 shares; 2025Q3: 185,859 shares; 2025Q4: 434,004 shares; 2026Q1: 371,751 shares 371,751 $11.9M 0.01% -62,253 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 9,261 shares; 2025Q2: 252,051 shares; 2025Q3: 219,566 shares; 2025Q4: 243,545 shares; 2026Q1: 66,228 shares 66,228 $11.8M 0.01% -177,317 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,843 shares; 2024Q4: 66,218 shares; 2025Q1: 73,832 shares; 2025Q2: 69,394 shares; 2025Q3: 73,384 shares; 2025Q4: 74,591 shares; 2026Q1: 86,196 shares 86,196 $11.8M 0.01% +11,605 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,688 shares; 2024Q4: 240,867 shares; 2025Q1: 242,516 shares; 2025Q2: 243,391 shares; 2025Q3: 240,866 shares; 2025Q4: 235,200 shares; 2026Q1: 232,064 shares 232,064 $11.8M 0.01% -3,136 Timeline MGK 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: 29,510 shares; 2024Q4: 26,847 shares; 2025Q1: 27,817 shares; 2025Q2: 28,863 shares; 2025Q3: 29,525 shares; 2025Q4: 31,988 shares; 2026Q1: 36,696 shares 36,696 $11.7M 0.01% +4,708 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,470 shares; 2024Q4: 17,094 shares; 2025Q1: 16,740 shares; 2025Q2: 21,081 shares; 2025Q3: 35,289 shares; 2025Q4: 337,051 shares; 2026Q1: 316,030 shares 316,030 $11.7M 0.01% -21,021 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,316 shares; 2024Q4: 54,899 shares; 2025Q1: 59,694 shares; 2025Q2: 70,240 shares; 2025Q3: 67,108 shares; 2025Q4: 119,862 shares; 2026Q1: 179,793 shares 179,793 $11.7M 0.01% +59,931 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 4,080 shares; 2025Q1: 4,814 shares; 2025Q2: 10,227 shares; 2025Q3: 13,776 shares; 2025Q4: 114,907 shares; 2026Q1: 132,622 shares 132,622 $11.6M 0.01% +17,715 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,137 shares; 2024Q4: 150,734 shares; 2025Q1: 162,446 shares; 2025Q2: 176,718 shares; 2025Q3: 190,285 shares; 2025Q4: 265,669 shares; 2026Q1: 230,900 shares 230,900 $11.6M 0.01% -34,769 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,149 shares; 2025Q1: 216,832 shares; 2025Q2: 181,177 shares; 2025Q3: 114,003 shares; 2025Q4: 164,790 shares; 2026Q1: 158,607 shares 158,607 $11.6M 0.01% -6,183 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,205 shares; 2025Q1: 4,061 shares; 2025Q2: 7,389 shares; 2025Q3: 6,380 shares; 2025Q4: 183,338 shares; 2026Q1: 175,890 shares 175,890 $11.6M 0.01% -7,448 Timeline MBB 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: 53,339 shares; 2025Q1: 51,574 shares; 2025Q2: 112,239 shares; 2025Q3: 114,016 shares; 2025Q4: 116,903 shares; 2026Q1: 120,369 shares 120,369 $11.5M 0.01% +3,466 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 32,376 shares; 2025Q1: 30,435 shares; 2025Q2: 32,166 shares; 2025Q3: 26,677 shares; 2025Q4: 36,439 shares; 2026Q1: 35,531 shares 35,531 $11.4M 0.01% -908 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728,041 shares; 2024Q4: 242,752 shares; 2025Q1: 233,574 shares; 2025Q2: 218,342 shares; 2025Q3: 200,179 shares; 2025Q4: 221,130 shares; 2026Q1: 216,502 shares 216,502 $11.4M 0.01% -4,628 Timeline TIP 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: 48,619 shares; 2024Q4: 101,250 shares; 2025Q1: 96,963 shares; 2025Q2: 97,332 shares; 2025Q3: 95,233 shares; 2025Q4: 99,044 shares; 2026Q1: 103,318 shares 103,318 $11.4M 0.01% +4,274 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,954 shares; 2024Q4: 38,363 shares; 2025Q1: 43,232 shares; 2025Q2: 46,693 shares; 2025Q3: 63,016 shares; 2025Q4: 122,380 shares; 2026Q1: 120,362 shares 120,362 $11.4M 0.01% -2,018 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,406 shares; 2024Q4: 60,771 shares; 2025Q1: 66,970 shares; 2025Q2: 66,657 shares; 2025Q3: 68,436 shares; 2025Q4: 129,266 shares; 2026Q1: 135,739 shares 135,739 $11.4M 0.01% +6,473 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: 46,404 shares; 2024Q4: 44,140 shares; 2025Q1: 41,282 shares; 2025Q2: 41,589 shares; 2025Q3: 8,677,739 shares; 2025Q4: 50,401 shares; 2026Q1: 38,196 shares 38,196 $11.3M 0.01% -12,205 Timeline VFQY 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: not reported; 2024Q4: 68,011 shares; 2025Q1: 68,485 shares; 2025Q2: 69,944 shares; 2025Q3: 79,523 shares; 2025Q4: 77,777 shares; 2026Q1: 75,307 shares 75,307 $11.2M 0.01% -2,470 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: 5,853 shares; 2024Q4: 52,804 shares; 2025Q1: 46,248 shares; 2025Q2: 49,055 shares; 2025Q3: 50,940 shares; 2025Q4: 53,460 shares; 2026Q1: 54,928 shares 54,928 $11.1M 0.01% +1,468 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 6,961 shares; 2025Q1: 9,318 shares; 2025Q2: 10,280 shares; 2025Q3: 11,329 shares; 2025Q4: 11,725 shares; 2026Q1: 15,031 shares 15,031 $11.1M 0.01% +3,306 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771,358 shares; 2024Q4: 31,164 shares; 2025Q1: 29,997 shares; 2025Q2: 31,925 shares; 2025Q3: 29,606 shares; 2025Q4: 70,122 shares; 2026Q1: 71,483 shares 71,483 $11.1M 0.01% +1,361 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS 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: 194,389 shares; 2026Q1: 196,590 shares 196,590 $11M 0.01% +2,201 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: 38,593 shares; 2024Q4: 48,509 shares; 2025Q1: 180,886 shares; 2025Q2: 195,109 shares; 2025Q3: 177,811 shares; 2025Q4: 123,705 shares; 2026Q1: 196,523 shares 196,523 $11M 0.01% +72,818 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,941 shares; 2024Q4: 43,969 shares; 2025Q1: 40,994 shares; 2025Q2: 123,948 shares; 2025Q3: 56,597 shares; 2025Q4: 114,799 shares; 2026Q1: 99,480 shares 99,480 $10.9M 0.01% -15,319 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,506 shares; 2024Q4: 80,555 shares; 2025Q1: 120,815 shares; 2025Q2: 132,643 shares; 2025Q3: 123,093 shares; 2025Q4: 123,899 shares; 2026Q1: 169,286 shares 169,286 $10.9M 0.01% +45,387 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: 178,838 shares; 2026Q1: 191,789 shares 191,789 $10.9M 0.01% +12,951 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: not reported; 2025Q4: 1,468,362 shares; 2026Q1: 2,434,597 shares 2,434,597 $10.9M 0.01% +966,235 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 12,073 shares; 2025Q1: 21,024 shares; 2025Q2: 18,472 shares; 2025Q3: 31,109 shares; 2025Q4: 39,118 shares; 2026Q1: 116,075 shares 116,075 $10.9M 0.01% +76,957 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,474 shares; 2024Q4: 37,634 shares; 2025Q1: 45,862 shares; 2025Q2: 54,736 shares; 2025Q3: 55,674 shares; 2025Q4: 132,348 shares; 2026Q1: 163,317 shares 163,317 $10.9M 0.01% +30,969 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: 24,554 shares; 2024Q4: 56,262 shares; 2025Q1: 55,342 shares; 2025Q2: 55,314 shares; 2025Q3: 55,830 shares; 2025Q4: 80,871 shares; 2026Q1: 96,003 shares 96,003 $10.8M 0.01% +15,132 Timeline TDVG 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: 155,681 shares; 2025Q1: 168,136 shares; 2025Q2: 205,583 shares; 2025Q3: 215,000 shares; 2025Q4: 235,566 shares; 2026Q1: 238,757 shares 238,757 $10.7M 0.01% +3,191 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,281 shares; 2024Q4: 670,145 shares; 2025Q1: 657,213 shares; 2025Q2: 657,323 shares; 2025Q3: 632,473 shares; 2025Q4: 701,301 shares; 2026Q1: 618,591 shares 618,591 $10.7M 0.01% -82,710 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: 41,484 shares; 2024Q4: 304,591 shares; 2025Q1: 299,097 shares; 2025Q2: 306,913 shares; 2025Q3: 342,223 shares; 2025Q4: 356,961 shares; 2026Q1: 350,499 shares 350,499 $10.6M 0.01% -6,462 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,658 shares; 2024Q4: 51,078 shares; 2025Q1: 50,391 shares; 2025Q2: 57,177 shares; 2025Q3: 65,822 shares; 2025Q4: 69,934 shares; 2026Q1: 80,335 shares 80,335 $10.6M 0.01% +10,401 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,562 shares; 2024Q4: 402,579 shares; 2025Q1: 394,313 shares; 2025Q2: 411,888 shares; 2025Q3: 489,288 shares; 2025Q4: 480,987 shares; 2026Q1: 290,320 shares 290,320 $10.5M 0.01% -190,667 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,848 shares; 2024Q4: 41,972 shares; 2025Q1: 52,045 shares; 2025Q2: 76,508 shares; 2025Q3: 57,962 shares; 2025Q4: 262,121 shares; 2026Q1: 268,783 shares 268,783 $10.5M 0.01% +6,662 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 18,951 shares; 2025Q1: 18,675 shares; 2025Q2: 13,467 shares; 2025Q3: 13,037 shares; 2025Q4: 17,056 shares; 2026Q1: 14,236 shares 14,236 $10.4M 0.01% -2,820 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: 56,442 shares; 2024Q4: 100,705 shares; 2025Q1: 166,043 shares; 2025Q2: 69,214 shares; 2025Q3: 131,405 shares; 2025Q4: 104,903 shares; 2026Q1: 119,750 shares 119,750 $10.4M 0.01% +14,847 Timeline DFLV 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: 119,349 shares; 2024Q4: 144,800 shares; 2025Q1: 144,780 shares; 2025Q2: 232,725 shares; 2025Q3: 255,222 shares; 2025Q4: 270,266 shares; 2026Q1: 290,446 shares 290,446 $10.4M 0.01% +20,180 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 5,422 shares; 2025Q3: 8,491 shares; 2025Q4: 13,727 shares; 2026Q1: 15,339 shares 15,339 $10.3M 0.01% +1,612 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 138,877 shares; 2025Q1: 137,698 shares; 2025Q2: 139,516 shares; 2025Q3: 168,084 shares; 2025Q4: 168,678 shares; 2026Q1: 166,202 shares 166,202 $10.3M 0.01% -2,476 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 4,843 shares; 2025Q1: 4,839 shares; 2025Q2: 33,227 shares; 2025Q3: 31,726 shares; 2025Q4: 57,939 shares; 2026Q1: 55,895 shares 55,895 $10.3M 0.01% -2,044 Timeline EINC 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: 111,801 shares; 2024Q4: 106,540 shares; 2025Q1: 99,149 shares; 2025Q2: 98,642 shares; 2025Q3: 95,513 shares; 2025Q4: 92,594 shares; 2026Q1: 86,392 shares 86,392 $10.2M 0.01% -6,202 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: 8,968 shares; 2024Q4: 10,433 shares; 2025Q1: 10,646 shares; 2025Q2: 12,252 shares; 2025Q3: 11,296 shares; 2025Q4: 558,328 shares; 2026Q1: 93,084 shares 93,084 $10.2M 0.01% -465,244 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL 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: 200,702 shares; 2026Q1: 393,195 shares 393,195 $10.2M 0.01% +192,493 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: 13,127 shares; 2025Q2: 149,687 shares; 2025Q3: 157,498 shares; 2025Q4: 151,473 shares; 2026Q1: 151,473 shares 151,473 $10.1M 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 10,403 shares; 2025Q1: 12,517 shares; 2025Q2: 13,820 shares; 2025Q3: 13,205 shares; 2025Q4: 83,354 shares; 2026Q1: 85,221 shares 85,221 $10.1M 0.01% +1,867 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: 95,320 shares; 2024Q4: 97,336 shares; 2025Q1: 96,824 shares; 2025Q2: 87,703 shares; 2025Q3: 80,464 shares; 2025Q4: 92,039 shares; 2026Q1: 94,621 shares 94,621 $10M 0.01% +2,582 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 113,373 shares; 2025Q1: 112,811 shares; 2025Q2: 114,256 shares; 2025Q3: 115,184 shares; 2025Q4: 118,999 shares; 2026Q1: 118,114 shares 118,114 $10M 0.01% -885 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: 204,123 shares; 2024Q4: 204,439 shares; 2025Q1: 204,227 shares; 2025Q2: 204,363 shares; 2025Q3: 198,172 shares; 2025Q4: 187,214 shares; 2026Q1: 173,153 shares 173,153 $10M 0.01% -14,061 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,857 shares; 2024Q4: 237,298 shares; 2025Q1: 249,725 shares; 2025Q2: 263,332 shares; 2025Q3: 275,826 shares; 2025Q4: 285,150 shares; 2026Q1: 276,863 shares 276,863 $10M 0.01% -8,287 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 2,902 shares; 2025Q1: 2,483 shares; 2025Q2: 6,403 shares; 2025Q3: 17,968 shares; 2025Q4: 35,995 shares; 2026Q1: 46,170 shares 46,170 $9.92M 0.01% +10,175 Timeline COHU COHU INC More: the full row for COHU 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: 318,671 shares; 2026Q1: 322,640 shares 322,640 $9.88M 0.01% +3,969 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,242 shares; 2024Q4: 96,858 shares; 2025Q1: 75,183 shares; 2025Q2: 77,687 shares; 2025Q3: 54,096 shares; 2025Q4: 356,370 shares; 2026Q1: 411,078 shares 411,078 $9.82M 0.01% +54,708 Timeline JPEM 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: 119,892 shares; 2025Q1: 122,995 shares; 2025Q2: 143,757 shares; 2025Q3: 147,592 shares; 2025Q4: 156,273 shares; 2026Q1: 157,999 shares 157,999 $9.82M 0.01% +1,726 Timeline SPHQ 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: 217,102 shares; 2024Q4: 61,520 shares; 2025Q1: 62,303 shares; 2025Q2: 213,454 shares; 2025Q3: 208,914 shares; 2025Q4: 130,137 shares; 2026Q1: 129,943 shares 129,943 $9.77M 0.01% -194 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,677 shares; 2024Q4: 401,616 shares; 2025Q1: 278,942 shares; 2025Q2: 207,061 shares; 2025Q3: 200,593 shares; 2025Q4: 201,764 shares; 2026Q1: 193,420 shares 193,420 $9.74M 0.01% -8,344 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,646 shares; 2024Q4: 20,555 shares; 2025Q1: 18,129 shares; 2025Q2: 23,277 shares; 2025Q3: 22,133 shares; 2025Q4: 34,043 shares; 2026Q1: 44,758 shares 44,758 $9.73M 0.01% +10,715 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: 17,419 shares; 2024Q4: 11,849 shares; 2025Q1: 14,936 shares; 2025Q2: 13,364 shares; 2025Q3: 13,149 shares; 2025Q4: 43,335 shares; 2026Q1: 93,845 shares 93,845 $9.7M 0.01% +50,510 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: not reported; 2025Q1: 4,744 shares; 2025Q2: 7,590 shares; 2025Q3: 13,064 shares; 2025Q4: 107,539 shares; 2026Q1: 102,627 shares 102,627 $9.67M 0.01% -4,912 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,965 shares; 2024Q4: 370,885 shares; 2025Q1: 380,115 shares; 2025Q2: 395,585 shares; 2025Q3: 422,601 shares; 2025Q4: 471,505 shares; 2026Q1: 472,461 shares 472,461 $9.65M 0.01% +956 Timeline EPS 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: 141,348 shares; 2026Q1: 141,423 shares 141,423 $9.63M 0.01% +75 Timeline BYLD 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: 465,093 shares; 2024Q4: 479,789 shares; 2025Q1: 509,473 shares; 2025Q2: 494,096 shares; 2025Q3: 525,381 shares; 2025Q4: 531,124 shares; 2026Q1: 427,129 shares 427,129 $9.62M 0.01% -103,995 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: 53,443 shares; 2024Q4: 66,730 shares; 2025Q1: 65,871 shares; 2025Q2: 66,241 shares; 2025Q3: 65,078 shares; 2025Q4: 65,834 shares; 2026Q1: 76,047 shares 76,047 $9.58M 0.01% +10,213 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,031 shares; 2025Q1: 18,324 shares; 2025Q2: 20,024 shares; 2025Q3: 27,971 shares; 2025Q4: 27,222 shares; 2026Q1: 27,970 shares 27,970 $9.56M 0.01% +748 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: 61,714 shares; 2025Q1: 62,903 shares; 2025Q2: 85,818 shares; 2025Q3: 83,638 shares; 2025Q4: 86,143 shares; 2026Q1: 89,207 shares 89,207 $9.52M 0.01% +3,064 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 18,148 shares; 2025Q1: 18,840 shares; 2025Q2: 18,778 shares; 2025Q3: 19,020 shares; 2025Q4: 25,696 shares; 2026Q1: 45,886 shares 45,886 $9.5M 0.01% +20,190 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,894 shares; 2024Q4: 106,264 shares; 2025Q1: 95,452 shares; 2025Q2: 61,587 shares; 2025Q3: 81,435 shares; 2025Q4: 146,799 shares; 2026Q1: 112,898 shares 112,898 $9.49M 0.01% -33,901 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: 25,666 shares; 2024Q4: 28,080 shares; 2025Q1: 41,973 shares; 2025Q2: 46,710 shares; 2025Q3: 45,657 shares; 2025Q4: 44,432 shares; 2026Q1: 48,153 shares 48,153 $9.45M 0.01% +3,721 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,525 shares; 2024Q4: 130,004 shares; 2025Q1: 156,533 shares; 2025Q2: 139,920 shares; 2025Q3: 141,153 shares; 2025Q4: 129,735 shares; 2026Q1: 116,453 shares 116,453 $9.42M 0.01% -13,282 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 19,983 shares; 2025Q1: 19,775 shares; 2025Q2: 22,763 shares; 2025Q3: 28,987 shares; 2025Q4: 73,551 shares; 2026Q1: 87,226 shares 87,226 $9.33M 0.01% +13,675 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 27,505 shares; 2025Q1: 24,005 shares; 2025Q2: 24,220 shares; 2025Q3: 23,372 shares; 2025Q4: 102,037 shares; 2026Q1: 93,544 shares 93,544 $9.3M 0.01% -8,493 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369,376 shares 369,376 $9.22M 0.01% new 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: 19,233 shares; 2024Q4: 24,392 shares; 2025Q1: 25,447 shares; 2025Q2: 74,990 shares; 2025Q3: 77,270 shares; 2025Q4: 92,083 shares; 2026Q1: 100,075 shares 100,075 $9.21M 0.01% +7,992 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: 4,268 shares; 2024Q4: 6,237 shares; 2025Q1: 17,384 shares; 2025Q2: 22,546 shares; 2025Q3: 25,577 shares; 2025Q4: 35,594 shares; 2026Q1: 36,792 shares 36,792 $9.19M 0.01% +1,198 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 4,042 shares; 2025Q1: 4,236 shares; 2025Q2: 4,550 shares; 2025Q3: 4,790 shares; 2025Q4: 15,511 shares; 2026Q1: 15,492 shares 15,492 $9.13M 0.01% -19 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,564 shares; 2024Q4: 61,176 shares; 2025Q1: 62,083 shares; 2025Q2: 52,287 shares; 2025Q3: 69,184 shares; 2025Q4: 71,436 shares; 2026Q1: 64,842 shares 64,842 $9.1M 0.01% -6,594 Timeline DFCF 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: 131,984 shares; 2024Q4: 119,165 shares; 2025Q1: 108,952 shares; 2025Q2: 103,517 shares; 2025Q3: 211,403 shares; 2025Q4: 210,010 shares; 2026Q1: 215,276 shares 215,276 $9.09M 0.01% +5,266 Timeline DYNF 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: 159,776 shares; 2025Q3: 159,697 shares; 2025Q4: 160,785 shares; 2026Q1: 155,988 shares 155,988 $9.08M 0.01% -4,797 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,581 shares; 2025Q2: 40,288 shares; 2025Q3: 89,085 shares; 2025Q4: 125,762 shares; 2026Q1: 173,216 shares 173,216 $9.02M 0.01% +47,454 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,834 shares; 2024Q4: 97,221 shares; 2025Q1: 95,208 shares; 2025Q2: 90,856 shares; 2025Q3: 86,707 shares; 2025Q4: 203,772 shares; 2026Q1: 113,617 shares 113,617 $8.99M 0.01% -90,155 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: 21,430 shares; 2024Q4: 58,131 shares; 2025Q1: 28,372 shares; 2025Q2: 27,613 shares; 2025Q3: 43,095 shares; 2025Q4: 92,047 shares; 2026Q1: 92,858 shares 92,858 $8.98M 0.01% +811 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,818 shares; 2024Q4: 21,365 shares; 2025Q1: 21,787 shares; 2025Q2: 23,120 shares; 2025Q3: 25,663 shares; 2025Q4: 26,063 shares; 2026Q1: 29,884 shares 29,884 $8.97M 0.01% +3,821 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: not reported; 2024Q4: 26,870 shares; 2025Q1: 27,168 shares; 2025Q2: 27,432 shares; 2025Q3: 27,648 shares; 2025Q4: 43,894 shares; 2026Q1: 111,754 shares 111,754 $8.95M 0.01% +67,860 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,951 shares; 2024Q4: 79,644 shares; 2025Q1: 82,738 shares; 2025Q2: 89,776 shares; 2025Q3: 100,591 shares; 2025Q4: 562,049 shares; 2026Q1: 482,387 shares 482,387 $8.87M 0.01% -79,662 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: 2,428 shares; 2025Q1: 6,591 shares; 2025Q2: 13,209 shares; 2025Q3: 19,731 shares; 2025Q4: 169,182 shares; 2026Q1: 189,144 shares 189,144 $8.78M 0.01% +19,962 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,719 shares; 2025Q1: 114,559 shares; 2025Q2: 105,622 shares; 2025Q3: 109,490 shares; 2025Q4: 121,673 shares; 2026Q1: 122,207 shares 122,207 $8.71M 0.01% +534 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 424 shares; 2025Q1: 602 shares; 2025Q2: 654 shares; 2025Q3: 1,032 shares; 2025Q4: 3,875 shares; 2026Q1: 5,032 shares 5,032 $8.7M 0.01% +1,157 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT 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: 1,020,851 shares; 2026Q1: 1,044,953 shares 1,044,953 $8.69M 0.01% +24,102 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: 8,475 shares; 2024Q4: 10,887 shares; 2025Q1: 12,672 shares; 2025Q2: 13,208 shares; 2025Q3: 17,273 shares; 2025Q4: 22,799 shares; 2026Q1: 20,727 shares 20,727 $8.69M 0.01% -2,072 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,410 shares; 2024Q4: 187,902 shares; 2025Q1: 171,908 shares; 2025Q2: 175,629 shares; 2025Q3: 187,029 shares; 2025Q4: 184,075 shares; 2026Q1: 227,077 shares 227,077 $8.63M 0.01% +43,002 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,243 shares; 2024Q4: 54,909 shares; 2025Q1: 37,758 shares; 2025Q2: 35,898 shares; 2025Q3: 33,452 shares; 2025Q4: 42,866 shares; 2026Q1: 43,622 shares 43,622 $8.59M 0.01% +756 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,186 shares; 2025Q3: 136,726 shares; 2025Q4: 232,417 shares; 2026Q1: 339,172 shares 339,172 $8.59M 0.01% +106,755 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 4,850 shares; 2025Q1: 3,138 shares; 2025Q2: 4,294 shares; 2025Q3: 2,145 shares; 2025Q4: 41,584 shares; 2026Q1: 43,447 shares 43,447 $8.57M 0.01% +1,863 Timeline ESGU 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: 12,003 shares; 2024Q4: 47,665 shares; 2025Q1: 50,552 shares; 2025Q2: 50,838 shares; 2025Q3: 51,787 shares; 2025Q4: 60,578 shares; 2026Q1: 60,509 shares 60,509 $8.56M 0.01% -69 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: 19,277 shares; 2024Q4: 21,267 shares; 2025Q1: 18,582 shares; 2025Q2: 20,862 shares; 2025Q3: 20,615 shares; 2025Q4: 50,952 shares; 2026Q1: 60,499 shares 60,499 $8.55M 0.01% +9,547 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,226 shares; 2024Q4: 744,671 shares; 2025Q1: 732,398 shares; 2025Q2: 738,324 shares; 2025Q3: 743,324 shares; 2025Q4: 578,296 shares; 2026Q1: 537,868 shares 537,868 $8.55M 0.01% -40,428 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 20,978 shares; 2025Q1: 21,178 shares; 2025Q2: 23,440 shares; 2025Q3: 168,855 shares; 2025Q4: 159,654 shares; 2026Q1: 168,289 shares 168,289 $8.53M 0.01% +8,635 Timeline SCHO 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: 70,609 shares; 2024Q4: 137,496 shares; 2025Q1: 140,174 shares; 2025Q2: 137,286 shares; 2025Q3: 153,492 shares; 2025Q4: 339,760 shares; 2026Q1: 351,200 shares 351,200 $8.52M 0.01% +11,440 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,794 shares; 2024Q4: 30,051 shares; 2025Q1: 25,040 shares; 2025Q2: 27,530 shares; 2025Q3: 35,186 shares; 2025Q4: 37,164 shares; 2026Q1: 50,066 shares 50,066 $8.48M 0.01% +12,902 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: 225,243 shares; 2024Q4: 270,972 shares; 2025Q1: 274,387 shares; 2025Q2: 273,814 shares; 2025Q3: 283,504 shares; 2025Q4: 324,202 shares; 2026Q1: 250,120 shares 250,120 $8.46M 0.01% -74,082 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 20,003 shares; 2025Q1: 24,558 shares; 2025Q2: 23,247 shares; 2025Q3: 24,889 shares; 2025Q4: 34,605 shares; 2026Q1: 35,717 shares 35,717 $8.44M 0.01% +1,112 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: 306,322 shares; 2024Q4: 264,572 shares; 2025Q1: 275,698 shares; 2025Q2: 286,944 shares; 2025Q3: 313,690 shares; 2025Q4: 476,492 shares; 2026Q1: 436,323 shares 436,323 $8.42M 0.01% -40,169 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: 24,079 shares; 2025Q1: 22,731 shares; 2025Q2: 23,317 shares; 2025Q3: 22,468 shares; 2025Q4: 148,850 shares; 2026Q1: 155,282 shares 155,282 $8.37M 0.01% +6,432 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: 8,416 shares; 2024Q4: 17,916 shares; 2025Q1: 17,109 shares; 2025Q2: 17,388 shares; 2025Q3: 16,649 shares; 2025Q4: 43,810 shares; 2026Q1: 42,612 shares 42,612 $8.35M 0.01% -1,198 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,641 shares; 2024Q4: 7,783 shares; 2025Q1: 6,450 shares; 2025Q2: 17,579 shares; 2025Q3: 26,115 shares; 2025Q4: 68,523 shares; 2026Q1: 67,274 shares 67,274 $8.33M 0.01% -1,249 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: 53,244 shares; 2024Q4: 55,878 shares; 2025Q1: 55,398 shares; 2025Q2: 50,375 shares; 2025Q3: 46,214 shares; 2025Q4: 78,175 shares; 2026Q1: 78,713 shares 78,713 $8.32M 0.01% +538 Timeline JPIE 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: 56,150 shares; 2024Q4: 57,927 shares; 2025Q1: 99,990 shares; 2025Q2: 112,665 shares; 2025Q3: 127,519 shares; 2025Q4: 196,975 shares; 2026Q1: 180,157 shares 180,157 $8.3M 0.01% -16,818 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,778 shares; 2025Q2: 13,208 shares; 2025Q3: 71,297 shares; 2025Q4: 96,414 shares; 2026Q1: 106,914 shares 106,914 $8.28M 0.01% +10,500 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 58,691 shares; 2025Q1: 56,644 shares; 2025Q2: 140,647 shares; 2025Q3: 107,335 shares; 2025Q4: 153,557 shares; 2026Q1: 178,375 shares 178,375 $8.26M 0.01% +24,818 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324,856 shares; 2024Q4: 1,564,568 shares; 2025Q1: 1,881,219 shares; 2025Q2: 2,086,199 shares; 2025Q3: 617,863 shares; 2025Q4: 446,324 shares; 2026Q1: 478,984 shares 478,984 $8.26M 0.01% +32,660 Timeline SPSB 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: 12,134 shares; 2025Q3: 11,651 shares; 2025Q4: 218,807 shares; 2026Q1: 254,867 shares 254,867 $8.24M 0.01% +36,060 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,170 shares; 2024Q4: 239,588 shares; 2025Q1: 250,889 shares; 2025Q2: 217,948 shares; 2025Q3: 144,696 shares; 2025Q4: 109,163 shares; 2026Q1: 197,664 shares 197,664 $8.23M 0.01% +88,501 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,091 shares; 2024Q4: 38,794 shares; 2025Q1: 19,979 shares; 2025Q2: 21,325 shares; 2025Q3: 40,593 shares; 2025Q4: 34,486 shares; 2026Q1: 27,813 shares 27,813 $8.23M 0.01% -6,673 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: 24,845 shares; 2024Q4: 26,037 shares; 2025Q1: 26,576 shares; 2025Q2: 26,801 shares; 2025Q3: 32,611 shares; 2025Q4: 43,119 shares; 2026Q1: 47,813 shares 47,813 $8.19M 0.01% +4,694 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,977 shares; 2024Q4: 533,695 shares; 2025Q1: 444,307 shares; 2025Q2: 443,123 shares; 2025Q3: 462,476 shares; 2025Q4: 496,040 shares; 2026Q1: 441,357 shares 441,357 $8.13M 0.01% -54,683 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: 76,230 shares; 2024Q4: 55,042 shares; 2025Q1: 59,608 shares; 2025Q2: 60,684 shares; 2025Q3: 61,087 shares; 2025Q4: 73,725 shares; 2026Q1: 68,004 shares 68,004 $8.13M 0.01% -5,721 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 883 shares; 2025Q4: 1,880 shares; 2026Q1: 1,225 shares 1,225 $8.07M 0.01% -655 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 10,352 shares; 2025Q1: 11,223 shares; 2025Q2: 11,943 shares; 2025Q3: 12,794 shares; 2025Q4: 58,875 shares; 2026Q1: 61,369 shares 61,369 $8.04M 0.01% +2,494 Timeline IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 5,283,000 shares; 2026Q1: 5,279,000 shares 5,279,000 $8.02M 0.01% -4,000 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: 259,743 shares; 2024Q4: 268,342 shares; 2025Q1: 182,681 shares; 2025Q2: 173,103 shares; 2025Q3: 161,430 shares; 2025Q4: 182,502 shares; 2026Q1: 194,138 shares 194,138 $8.01M 0.01% +11,636 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 7,558 shares; 2025Q1: 7,386 shares; 2025Q2: 7,573 shares; 2025Q3: 6,057 shares; 2025Q4: 88,507 shares; 2026Q1: 105,853 shares 105,853 $7.98M 0.01% +17,346 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,089 shares; 2025Q1: 42,270 shares; 2025Q2: 36,561 shares; 2025Q3: 90,261 shares; 2025Q4: 228,503 shares; 2026Q1: 240,597 shares 240,597 $7.93M 0.01% +12,094 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 20,367 shares; 2025Q1: 22,347 shares; 2025Q2: 19,126 shares; 2025Q3: 27,999 shares; 2025Q4: 442,232 shares; 2026Q1: 416,855 shares 416,855 $7.86M 0.01% -25,377 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 1,002,917 shares; 2026Q1: 955,183 shares 955,183 $7.86M 0.01% -47,734 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: 18,717 shares; 2025Q1: 17,888 shares; 2025Q2: 41,479 shares; 2025Q3: 39,193 shares; 2025Q4: 100,484 shares; 2026Q1: 107,723 shares 107,723 $7.85M 0.01% +7,239 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 3,858 shares; 2025Q2: 3,496 shares; 2025Q3: 4,807 shares; 2025Q4: 20,565 shares; 2026Q1: 33,942 shares 33,942 $7.8M 0.01% +13,377 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: 87,410 shares; 2024Q4: 88,265 shares; 2025Q1: 89,162 shares; 2025Q2: 98,267 shares; 2025Q3: 101,762 shares; 2025Q4: 123,905 shares; 2026Q1: 133,816 shares 133,816 $7.79M 0.01% +9,911 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,572 shares; 2025Q1: 177,228 shares; 2025Q2: 186,594 shares; 2025Q3: 186,594 shares; 2025Q4: 190,192 shares; 2026Q1: 190,835 shares 190,835 $7.79M 0.01% +643 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 7,903 shares; 2025Q4: 20,590 shares; 2026Q1: 20,516 shares 20,516 $7.79M 0.01% -74 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,532 shares; 2024Q4: 55,298 shares; 2025Q1: 53,301 shares; 2025Q2: 54,563 shares; 2025Q3: 53,341 shares; 2025Q4: 57,090 shares; 2026Q1: 50,824 shares 50,824 $7.75M 0.01% -6,266 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,984 shares; 2025Q1: 1,752 shares; 2025Q2: 1,708 shares; 2025Q3: 748 shares; 2025Q4: 21,726 shares; 2026Q1: 26,671 shares 26,671 $7.74M 0.01% +4,945 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: 164,680 shares; 2024Q4: 310,108 shares; 2025Q1: 308,729 shares; 2025Q2: 560,178 shares; 2025Q3: 342,905 shares; 2025Q4: 364,963 shares; 2026Q1: 359,962 shares 359,962 $7.74M 0.01% -5,001 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,662 shares; 2025Q2: 163,494 shares; 2025Q3: 183,566 shares; 2025Q4: 182,986 shares; 2026Q1: 184,198 shares 184,198 $7.7M 0.01% +1,212 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 18,959 shares; 2025Q1: 24,120 shares; 2025Q2: 25,680 shares; 2025Q3: 58,021 shares; 2025Q4: 82,056 shares; 2026Q1: 109,427 shares 109,427 $7.65M 0.01% +27,371 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: 5,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,180 shares; 2025Q4: 146,697 shares; 2026Q1: 150,935 shares 150,935 $7.6M 0.01% +4,238 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,346 shares; 2024Q4: 33,120 shares; 2025Q1: 41,626 shares; 2025Q2: 40,638 shares; 2025Q3: 33,037 shares; 2025Q4: 45,962 shares; 2026Q1: 51,907 shares 51,907 $7.58M 0.01% +5,945 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,500 shares; 2025Q3: 127,187 shares; 2025Q4: 128,152 shares; 2026Q1: 118,026 shares 118,026 $7.58M 0.01% -10,126 Timeline IYJ 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: 7,929 shares; 2024Q4: 8,540 shares; 2025Q1: 7,096 shares; 2025Q2: 8,601 shares; 2025Q3: 9,188 shares; 2025Q4: 12,874 shares; 2026Q1: 51,372 shares 51,372 $7.58M 0.01% +38,498 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: 91,549 shares; 2024Q4: 188,945 shares; 2025Q1: 219,828 shares; 2025Q2: 202,259 shares; 2025Q3: 242,649 shares; 2025Q4: 309,545 shares; 2026Q1: 301,832 shares 301,832 $7.57M 0.01% -7,713 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: 115,898 shares; 2026Q1: 114,319 shares 114,319 $7.51M 0.01% -1,579 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,958 shares; 2024Q4: 345,351 shares; 2025Q1: 350,153 shares; 2025Q2: 243,111 shares; 2025Q3: 281,472 shares; 2025Q4: 337,558 shares; 2026Q1: 352,123 shares 352,123 $7.47M 0.01% +14,565 Timeline STIP 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: 28,745 shares; 2024Q4: 30,510 shares; 2025Q1: 28,792 shares; 2025Q2: 35,915 shares; 2025Q3: 39,309 shares; 2025Q4: 47,884 shares; 2026Q1: 71,895 shares 71,895 $7.47M 0.01% +24,011 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: 27,853 shares; 2024Q4: 20,769 shares; 2025Q1: 20,781 shares; 2025Q2: 21,029 shares; 2025Q3: 21,329 shares; 2025Q4: 25,872 shares; 2026Q1: 24,356 shares 24,356 $7.45M 0.01% -1,516 Timeline GBIL 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: 17,483 shares; 2024Q4: 75,897 shares; 2025Q1: 45,902 shares; 2025Q2: 48,893 shares; 2025Q3: 41,322 shares; 2025Q4: 46,316 shares; 2026Q1: 74,260 shares 74,260 $7.44M 0.01% +27,944 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: 56,111 shares; 2025Q1: 55,778 shares; 2025Q2: 58,969 shares; 2025Q3: 87,281 shares; 2025Q4: 226,555 shares; 2026Q1: 290,094 shares 290,094 $7.39M 0.01% +63,539 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,602 shares; 2024Q4: 15,955 shares; 2025Q1: 17,711 shares; 2025Q2: 15,527 shares; 2025Q3: 14,794 shares; 2025Q4: 142,614 shares; 2026Q1: 160,641 shares 160,641 $7.38M 0.01% +18,027 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,395 shares; 2024Q4: 23,550 shares; 2025Q1: 22,372 shares; 2025Q2: 73,934 shares; 2025Q3: 74,068 shares; 2025Q4: 76,274 shares; 2026Q1: 76,001 shares 76,001 $7.34M 0.01% -273 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824,458 shares; 2024Q4: 65,465 shares; 2025Q1: 71,529 shares; 2025Q2: 60,967 shares; 2025Q3: 95,201 shares; 2025Q4: 131,311 shares; 2026Q1: 133,104 shares 133,104 $7.3M 0.01% +1,793 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,726 shares; 2024Q4: 59,243 shares; 2025Q1: 53,538 shares; 2025Q2: 58,790 shares; 2025Q3: 64,467 shares; 2025Q4: 712,052 shares; 2026Q1: 1,047,447 shares 1,047,447 $7.28M 0.01% +335,395 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,304 shares; 2025Q3: 49,242 shares; 2025Q4: 60,238 shares; 2026Q1: 65,048 shares 65,048 $7.21M 0.01% +4,810 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 73,293 shares; 2026Q1: 78,833 shares 78,833 $7.2M 0.01% +5,540 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,982 shares; 2024Q4: 55,397 shares; 2025Q1: 62,862 shares; 2025Q2: 61,711 shares; 2025Q3: 53,590 shares; 2025Q4: 92,050 shares; 2026Q1: 90,434 shares 90,434 $7.19M 0.01% -1,616 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 649 shares; 2025Q2: 2,110 shares; 2025Q3: 47,889 shares; 2025Q4: 9,069 shares; 2026Q1: 10,391 shares 10,391 $7.12M 0.01% +1,322 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 4,253 shares; 2025Q1: 4,094 shares; 2025Q2: 9,433 shares; 2025Q3: 8,793 shares; 2025Q4: 27,638 shares; 2026Q1: 46,462 shares 46,462 $7.11M 0.01% +18,824 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: 179,473 shares; 2024Q4: 177,255 shares; 2025Q1: 252,586 shares; 2025Q2: 247,769 shares; 2025Q3: 252,622 shares; 2025Q4: 282,459 shares; 2026Q1: 328,403 shares 328,403 $7.11M 0.01% +45,944 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 12,208 shares; 2025Q1: not reported; 2025Q2: 8,292 shares; 2025Q3: 7,396 shares; 2025Q4: 247,662 shares; 2026Q1: 232,999 shares 232,999 $7.06M 0.01% -14,663 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,466 shares; 2024Q4: 83,336 shares; 2025Q1: 98,400 shares; 2025Q2: 99,209 shares; 2025Q3: 94,600 shares; 2025Q4: 90,679 shares; 2026Q1: 94,211 shares 94,211 $7.05M 0.01% +3,532 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: 4,898 shares; 2024Q4: 10,050 shares; 2025Q1: 8,245 shares; 2025Q2: 247,072 shares; 2025Q3: 164,656 shares; 2025Q4: 253,386 shares; 2026Q1: 56,502 shares 56,502 $7.04M 0.01% -196,884 Timeline NUBD 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: 296,616 shares; 2024Q4: 308,530 shares; 2025Q1: 221,367 shares; 2025Q2: 309,097 shares; 2025Q3: 392,984 shares; 2025Q4: 315,950 shares; 2026Q1: 316,068 shares 316,068 $7.02M 0.01% +118 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: 106,827 shares; 2024Q4: 152,791 shares; 2025Q1: 69,888 shares; 2025Q2: 70,660 shares; 2025Q3: 80,546 shares; 2025Q4: 106,552 shares; 2026Q1: 85,551 shares 85,551 $7.01M 0.01% -21,001 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 6,587 shares; 2025Q3: 2,639 shares; 2025Q4: 124,901 shares; 2026Q1: 128,331 shares 128,331 $6.92M 0.01% +3,430 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: 30,008 shares; 2024Q4: 31,549 shares; 2025Q1: 34,201 shares; 2025Q2: 35,521 shares; 2025Q3: 34,972 shares; 2025Q4: 49,874 shares; 2026Q1: 62,854 shares 62,854 $6.91M 0.01% +12,980 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,943 shares; 2025Q1: 3,812 shares; 2025Q2: 3,592 shares; 2025Q3: 5,165 shares; 2025Q4: 16,841 shares; 2026Q1: 19,757 shares 19,757 $6.89M 0.01% +2,916 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: 153,800 shares; 2024Q4: 43,557 shares; 2025Q1: 38,401 shares; 2025Q2: 40,863 shares; 2025Q3: 41,383 shares; 2025Q4: 74,679 shares; 2026Q1: 75,056 shares 75,056 $6.89M 0.01% +377 Timeline SCHP 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: 29,823 shares; 2024Q4: 58,800 shares; 2025Q1: 251,059 shares; 2025Q2: 255,937 shares; 2025Q3: 83,296 shares; 2025Q4: 249,529 shares; 2026Q1: 257,347 shares 257,347 $6.85M 0.01% +7,818 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,210 shares; 2025Q1: 101,773 shares; 2025Q2: 89,581 shares; 2025Q3: 80,328 shares; 2025Q4: 321,938 shares; 2026Q1: 303,831 shares 303,831 $6.83M 0.01% -18,107 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,743 shares; 2025Q3: not reported; 2025Q4: 148,923 shares; 2026Q1: 148,928 shares 148,928 $6.79M 0.01% +5 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 30,305 shares; 2025Q1: 67,447 shares; 2025Q2: 98,544 shares; 2025Q3: 68,213 shares; 2025Q4: 82,281 shares; 2026Q1: 85,251 shares 85,251 $6.78M 0.01% +2,970 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726,961 shares; 2026Q1: 689,266 shares 689,266 $6.73M 0.01% -37,695 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,616 shares; 2024Q4: 103,220 shares; 2025Q1: 104,654 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,973 shares 214,973 $6.7M 0.01% new Timeline LMBS 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: 183,733 shares; 2024Q4: 184,176 shares; 2025Q1: 181,873 shares; 2025Q2: 178,915 shares; 2025Q3: 179,487 shares; 2025Q4: 179,348 shares; 2026Q1: 131,752 shares 131,752 $6.56M 0.01% -47,596 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: 214,324 shares; 2024Q4: 208,712 shares; 2025Q1: 198,144 shares; 2025Q2: 187,937 shares; 2025Q3: 182,180 shares; 2025Q4: 175,970 shares; 2026Q1: 163,047 shares 163,047 $6.54M 0.01% -12,923 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: 27,716 shares; 2024Q4: 157,517 shares; 2025Q1: 158,578 shares; 2025Q2: 188,270 shares; 2025Q3: 222,373 shares; 2025Q4: 283,211 shares; 2026Q1: 317,073 shares 317,073 $6.53M 0.01% +33,862 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,338 shares; 2024Q4: 111,112 shares; 2025Q1: 104,574 shares; 2025Q2: 110,775 shares; 2025Q3: 123,293 shares; 2025Q4: 122,760 shares; 2026Q1: 143,596 shares 143,596 $6.53M 0.01% +20,836 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: 5,947 shares; 2025Q1: 6,406 shares; 2025Q2: 12,033 shares; 2025Q3: 8,184 shares; 2025Q4: 321,282 shares; 2026Q1: 95,076 shares 95,076 $6.52M 0.01% -226,206 Timeline ESGD 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: 10,373 shares; 2024Q4: 30,046 shares; 2025Q1: 34,517 shares; 2025Q2: 41,537 shares; 2025Q3: 43,012 shares; 2025Q4: 60,671 shares; 2026Q1: 67,816 shares 67,816 $6.51M 0.01% +7,145 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,184 shares; 2024Q4: 116,654 shares; 2025Q1: 79,374 shares; 2025Q2: 155,423 shares; 2025Q3: 161,245 shares; 2025Q4: 168,868 shares; 2026Q1: 199,652 shares 199,652 $6.5M 0.01% +30,784 Timeline BINC 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: not reported; 2024Q4: not reported; 2025Q1: 12,036 shares; 2025Q2: 86,521 shares; 2025Q3: 96,858 shares; 2025Q4: 123,914 shares; 2026Q1: 124,449 shares 124,449 $6.46M 0.01% +535 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER 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: 121,760 shares; 2026Q1: 122,641 shares 122,641 $6.46M 0.01% +881 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,725 shares; 2026Q1: 292,440 shares 292,440 $6.4M 0.01% -13,285 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,339 shares; 2026Q1: 191,459 shares 191,459 $6.36M 0.01% +68,120 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,144 shares; 2024Q4: 202,082 shares; 2025Q1: 172,706 shares; 2025Q2: 139,406 shares; 2025Q3: 138,696 shares; 2025Q4: 137,123 shares; 2026Q1: 134,560 shares 134,560 $6.34M 0.01% -2,563 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: 10,307 shares; 2024Q4: 10,647 shares; 2025Q1: 9,887 shares; 2025Q2: 60,545 shares; 2025Q3: 64,339 shares; 2025Q4: 64,932 shares; 2026Q1: 62,404 shares 62,404 $6.3M 0.01% -2,528 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 4,967 shares; 2025Q1: 6,124 shares; 2025Q2: 9,054 shares; 2025Q3: 8,269 shares; 2025Q4: 29,496 shares; 2026Q1: 38,118 shares 38,118 $6.29M 0.01% +8,622 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: 506,062 shares; 2024Q4: 251,885 shares; 2025Q1: 254,965 shares; 2025Q2: 260,396 shares; 2025Q3: 252,668 shares; 2025Q4: 248,670 shares; 2026Q1: 295,240 shares 295,240 $6.29M 0.01% +46,570 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 35,211 shares; 2025Q1: 37,652 shares; 2025Q2: 47,401 shares; 2025Q3: 68,140 shares; 2025Q4: 68,778 shares; 2026Q1: 68,869 shares 68,869 $6.29M 0.01% +91 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 192,690 shares; 2026Q1: 198,736 shares 198,736 $6.28M 0.01% +6,046 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,191 shares; 2025Q1: 155,164 shares; 2025Q2: 157,448 shares; 2025Q3: 156,973 shares; 2025Q4: 160,053 shares; 2026Q1: 157,270 shares 157,270 $6.26M 0.01% -2,783 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,730 shares; 2024Q4: 174,617 shares; 2025Q1: 173,309 shares; 2025Q2: 171,038 shares; 2025Q3: 172,323 shares; 2025Q4: 171,826 shares; 2026Q1: 166,374 shares 166,374 $6.24M 0.01% -5,452 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,933 shares; 2024Q4: 34,314 shares; 2025Q1: 58,891 shares; 2025Q2: 101,030 shares; 2025Q3: 97,445 shares; 2025Q4: 109,473 shares; 2026Q1: 109,881 shares 109,881 $6.2M 0.01% +408 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,649 shares; 2025Q1: 9,056 shares; 2025Q2: 9,058 shares; 2025Q3: 9,920 shares; 2025Q4: 63,845 shares; 2026Q1: 57,119 shares 57,119 $6.17M 0.01% -6,726 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,410 shares; 2025Q1: 12,349 shares; 2025Q2: 26,782 shares; 2025Q3: 35,371 shares; 2025Q4: 57,056 shares; 2026Q1: 66,910 shares 66,910 $6.16M 0.01% +9,854 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 96,961 shares; 2025Q1: 98,113 shares; 2025Q2: 27,114 shares; 2025Q3: 31,096 shares; 2025Q4: 28,229 shares; 2026Q1: 35,006 shares 35,006 $6.15M 0.01% +6,777 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: 11,417 shares; 2024Q4: 11,512 shares; 2025Q1: 15,062 shares; 2025Q2: 13,862 shares; 2025Q3: 23,537 shares; 2025Q4: 56,796 shares; 2026Q1: 61,089 shares 61,089 $6.15M 0.01% +4,293 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: 65,828 shares; 2024Q4: 65,226 shares; 2025Q1: 75,174 shares; 2025Q2: 73,791 shares; 2025Q3: 65,198 shares; 2025Q4: 83,443 shares; 2026Q1: 85,084 shares 85,084 $6.12M 0.01% +1,641 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 5,136 shares; 2025Q1: 3,112 shares; 2025Q2: 3,515 shares; 2025Q3: 14,231 shares; 2025Q4: 36,323 shares; 2026Q1: 51,259 shares 51,259 $6.1M 0.01% +14,936 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 15,947 shares; 2025Q1: 16,500 shares; 2025Q2: 18,625 shares; 2025Q3: 13,841 shares; 2025Q4: 30,261 shares; 2026Q1: 35,998 shares 35,998 $6.09M 0.01% +5,737 Timeline ITB 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: 28,739 shares; 2024Q4: 28,314 shares; 2025Q1: 26,774 shares; 2025Q2: 26,681 shares; 2025Q3: 29,164 shares; 2025Q4: 68,684 shares; 2026Q1: 67,045 shares 67,045 $6.07M 0.01% -1,639 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: 7,476 shares; 2024Q4: not reported; 2025Q1: 10,378 shares; 2025Q2: 10,785 shares; 2025Q3: 9,803 shares; 2025Q4: 81,042 shares; 2026Q1: 80,395 shares 80,395 $6.07M 0.01% -647 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: 114,544 shares; 2024Q4: 117,797 shares; 2025Q1: 119,817 shares; 2025Q2: 116,879 shares; 2025Q3: 296,720 shares; 2025Q4: 299,614 shares; 2026Q1: 129,875 shares 129,875 $6.02M 0.01% -169,739 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 7,184 shares; 2025Q3: 61,141 shares; 2025Q4: 100,197 shares; 2026Q1: 127,631 shares 127,631 $6M 0.01% +27,434 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 42,323 shares; 2026Q1: 28,641 shares 28,641 $6M 0.01% -13,682 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 24,431 shares; 2025Q1: 22,546 shares; 2025Q2: 23,253 shares; 2025Q3: 24,714 shares; 2025Q4: 27,681 shares; 2026Q1: 27,407 shares 27,407 $6M 0.01% -274 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,203 shares; 2024Q4: 24,182 shares; 2025Q1: 26,918 shares; 2025Q2: 30,553 shares; 2025Q3: 28,868 shares; 2025Q4: 30,402 shares; 2026Q1: 28,788 shares 28,788 $5.99M 0.01% -1,614 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,503 shares; 2025Q1: 63,446 shares; 2025Q2: not reported; 2025Q3: 15,959 shares; 2025Q4: 87,663 shares; 2026Q1: 119,653 shares 119,653 $5.93M 0.01% +31,990 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,207 shares; 2024Q4: 31,264 shares; 2025Q1: 31,249 shares; 2025Q2: 31,700 shares; 2025Q3: 32,176 shares; 2025Q4: 69,888 shares; 2026Q1: 67,386 shares 67,386 $5.93M 0.01% -2,502 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 343,615 shares; 2026Q1: 354,925 shares 354,925 $5.92M 0.01% +11,310 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,000 shares; 2024Q4: 504,991 shares; 2025Q1: 201,753 shares; 2025Q2: 104,595 shares; 2025Q3: 115,793 shares; 2025Q4: 125,059 shares; 2026Q1: 119,322 shares 119,322 $5.92M 0.01% -5,737 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: 29,295 shares; 2024Q4: 40,451 shares; 2025Q1: 39,831 shares; 2025Q2: 41,400 shares; 2025Q3: 384,315 shares; 2025Q4: 414,016 shares; 2026Q1: 121,243 shares 121,243 $5.91M 0.01% -292,773 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,141 shares; 2024Q4: 259,201 shares; 2025Q1: 324,736 shares; 2025Q2: 346,905 shares; 2025Q3: 383,261 shares; 2025Q4: 388,545 shares; 2026Q1: 392,071 shares 392,071 $5.91M 0.01% +3,526 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036,542 shares; 2025Q1: 1,036,553 shares; 2025Q2: 1,036,566 shares; 2025Q3: 1,036,769 shares; 2025Q4: 1,038,284 shares; 2026Q1: 1,036,416 shares 1,036,416 $5.91M 0.01% -1,868 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: 11,073 shares; 2024Q4: 10,273 shares; 2025Q1: 10,214 shares; 2025Q2: 9,682 shares; 2025Q3: not reported; 2025Q4: 150,005 shares; 2026Q1: 139,107 shares 139,107 $5.88M 0.01% -10,898 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 35,880 shares; 2025Q1: 36,186 shares; 2025Q2: 51,911 shares; 2025Q3: 61,763 shares; 2025Q4: 98,660 shares; 2026Q1: 97,917 shares 97,917 $5.87M 0.01% -743 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,801 shares; 2024Q4: 150,498 shares; 2025Q1: 169,101 shares; 2025Q2: 155,274 shares; 2025Q3: 134,785 shares; 2025Q4: 146,616 shares; 2026Q1: 114,005 shares 114,005 $5.87M 0.01% -32,611 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 19,812 shares; 2025Q1: 20,063 shares; 2025Q2: 20,871 shares; 2025Q3: 31,647 shares; 2025Q4: 43,280 shares; 2026Q1: 42,378 shares 42,378 $5.85M 0.01% -902 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,545 shares; 2025Q3: 16,758 shares; 2025Q4: 80,058 shares; 2026Q1: 125,327 shares 125,327 $5.85M 0.01% +45,269 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,581 shares; 2024Q4: 52,687 shares; 2025Q1: 45,391 shares; 2025Q2: 50,651 shares; 2025Q3: 48,074 shares; 2025Q4: 52,534 shares; 2026Q1: 68,992 shares 68,992 $5.84M 0.01% +16,458 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: 49,605 shares; 2024Q4: 50,495 shares; 2025Q1: 51,365 shares; 2025Q2: 52,332 shares; 2025Q3: 51,339 shares; 2025Q4: 26,948 shares; 2026Q1: 36,245 shares 36,245 $5.83M 0.01% +9,297 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,792 shares; 2024Q4: 99,701 shares; 2025Q1: 98,243 shares; 2025Q2: 100,148 shares; 2025Q3: 98,781 shares; 2025Q4: 128,748 shares; 2026Q1: 130,716 shares 130,716 $5.83M 0.01% +1,968 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,414 shares; 2024Q4: 329,133 shares; 2025Q1: 267,318 shares; 2025Q2: 243,541 shares; 2025Q3: 186,478 shares; 2025Q4: 168,305 shares; 2026Q1: 147,231 shares 147,231 $5.8M 0.01% -21,074 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: 7,540 shares; 2025Q1: not reported; 2025Q2: 11,561 shares; 2025Q3: 17,879 shares; 2025Q4: 104,716 shares; 2026Q1: 115,974 shares 115,974 $5.75M 0.01% +11,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,040 shares; 2025Q4: 113,728 shares; 2026Q1: 120,021 shares 120,021 $5.73M 0.01% +6,293 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 4,356 shares; 2025Q1: 7,871 shares; 2025Q2: 9,106 shares; 2025Q3: 8,791 shares; 2025Q4: 14,750 shares; 2026Q1: 29,740 shares 29,740 $5.73M 0.01% +14,990 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: 55,184 shares; 2024Q4: 55,918 shares; 2025Q1: 56,852 shares; 2025Q2: 57,707 shares; 2025Q3: 54,663 shares; 2025Q4: 66,404 shares; 2026Q1: 59,527 shares 59,527 $5.71M 0.01% -6,877 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,975 shares; 2025Q2: 29,185 shares; 2025Q3: 29,917 shares; 2025Q4: 29,426 shares; 2026Q1: 10,484 shares 10,484 $5.71M 0.01% -18,942 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: 27,255 shares; 2024Q4: 34,825 shares; 2025Q1: 37,047 shares; 2025Q2: 37,786 shares; 2025Q3: 29,385 shares; 2025Q4: 48,296 shares; 2026Q1: 58,624 shares 58,624 $5.7M 0.01% +10,328 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,473 shares; 2025Q2: 5,792 shares; 2025Q3: not reported; 2025Q4: 100,668 shares; 2026Q1: 116,250 shares 116,250 $5.58M 0.01% +15,582 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 2,325 shares; 2025Q1: 2,573 shares; 2025Q2: 2,508 shares; 2025Q3: 3,082 shares; 2025Q4: 4,200 shares; 2026Q1: 5,682 shares 5,682 $5.57M 0.01% +1,482 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,062 shares; 2025Q1: 59,922 shares; 2025Q2: 70,682 shares; 2025Q3: 73,737 shares; 2025Q4: 285,577 shares; 2026Q1: 284,061 shares 284,061 $5.56M 0.01% -1,516 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 31,132 shares; 2025Q1: 1,745 shares; 2025Q2: 11,560 shares; 2025Q3: 12,292 shares; 2025Q4: 16,102 shares; 2026Q1: 21,766 shares 21,766 $5.54M 0.01% +5,664 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: 18,971 shares; 2025Q1: 21,739 shares; 2025Q2: 22,922 shares; 2025Q3: 24,403 shares; 2025Q4: 38,508 shares; 2026Q1: 43,422 shares 43,422 $5.53M 0.01% +4,914 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,374 shares; 2024Q4: 77,649 shares; 2025Q1: 234,830 shares; 2025Q2: 276,997 shares; 2025Q3: 270,366 shares; 2025Q4: 225,919 shares; 2026Q1: 219,806 shares 219,806 $5.53M 0.01% -6,113 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,901 shares; 2025Q1: 15,959 shares; 2025Q2: 41,037 shares; 2025Q3: 217,710 shares; 2025Q4: 294,450 shares; 2026Q1: 324,017 shares 324,017 $5.53M 0.01% +29,567 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,884 shares; 2024Q4: 89,283 shares; 2025Q1: 83,450 shares; 2025Q2: 80,927 shares; 2025Q3: 80,155 shares; 2025Q4: 78,399 shares; 2026Q1: 72,517 shares 72,517 $5.5M 0.01% -5,882 Timeline MKC-V 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: 142,166 shares; 2024Q4: 142,669 shares; 2025Q1: 138,669 shares; 2025Q2: 131,662 shares; 2025Q3: 130,562 shares; 2025Q4: 120,366 shares; 2026Q1: 108,866 shares 108,866 $5.48M 0.01% -11,500 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,451 shares; 2025Q1: 817,494 shares; 2025Q2: 899,504 shares; 2025Q3: 937,414 shares; 2025Q4: 989,792 shares; 2026Q1: 1,086,221 shares 1,086,221 $5.46M 0.01% +96,429 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,261 shares; 2024Q4: not reported; 2025Q1: 41,258 shares; 2025Q2: 37,793 shares; 2025Q3: 54,095 shares; 2025Q4: 716,977 shares; 2026Q1: 646,288 shares 646,288 $5.46M 0.01% -70,689 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM 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: 252,239 shares; 2026Q1: 240,497 shares 240,497 $5.46M 0.01% -11,742 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 5,804 shares; 2025Q1: 6,010 shares; 2025Q2: 6,219 shares; 2025Q3: 7,280 shares; 2025Q4: 8,320 shares; 2026Q1: 12,816 shares 12,816 $5.44M 0.01% +4,496 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 9,615 shares; 2025Q1: 10,002 shares; 2025Q2: 13,219 shares; 2025Q3: 16,914 shares; 2025Q4: 22,495 shares; 2026Q1: 25,295 shares 25,295 $5.42M 0.01% +2,800 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 32,707 shares; 2025Q1: 33,560 shares; 2025Q2: 31,452 shares; 2025Q3: 33,824 shares; 2025Q4: 46,252 shares; 2026Q1: 39,417 shares 39,417 $5.41M 0.01% -6,835 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 47,371 shares; 2025Q4: 106,045 shares; 2026Q1: 171,224 shares 171,224 $5.39M 0.01% +65,179 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: 7,099 shares; 2024Q4: 11,372 shares; 2025Q1: 10,295 shares; 2025Q2: 10,000 shares; 2025Q3: 9,268 shares; 2025Q4: 29,873 shares; 2026Q1: 31,150 shares 31,150 $5.39M 0.01% +1,277 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,202 shares; 2025Q1: 81,382 shares; 2025Q2: 83,167 shares; 2025Q3: 84,447 shares; 2025Q4: 83,047 shares; 2026Q1: 83,032 shares 83,032 $5.39M 0.01% -15 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: 2,756 shares; 2024Q4: 3,398 shares; 2025Q1: 3,599 shares; 2025Q2: 3,702 shares; 2025Q3: 4,389 shares; 2025Q4: 14,559 shares; 2026Q1: 14,960 shares 14,960 $5.37M 0.01% +401 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: 15,461 shares; 2024Q4: 16,752 shares; 2025Q1: 19,921 shares; 2025Q2: 86,599 shares; 2025Q3: 103,851 shares; 2025Q4: 113,346 shares; 2026Q1: 126,542 shares 126,542 $5.37M 0.01% +13,196 Timeline DTF DTF TAX-FREE INCOME 2028 TER More: the full row for DTF TAX-FREE INCOME 2028 TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,956 shares; 2025Q2: 17,104 shares; 2025Q3: 17,252 shares; 2025Q4: 480,856 shares; 2026Q1: 450,151 shares 450,151 $5.36M 0.01% -30,705 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,990 shares; 2025Q2: 18,952 shares; 2025Q3: 20,187 shares; 2025Q4: 20,061 shares; 2026Q1: 21,227 shares 21,227 $5.32M 0.01% +1,166 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: 35,019 shares; 2024Q4: 44,254 shares; 2025Q1: 39,666 shares; 2025Q2: 40,023 shares; 2025Q3: 48,799 shares; 2025Q4: 66,926 shares; 2026Q1: 96,270 shares 96,270 $5.32M 0.01% +29,344 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 26,306 shares; 2025Q1: 28,195 shares; 2025Q2: 70,733 shares; 2025Q3: 71,326 shares; 2025Q4: 86,542 shares; 2026Q1: 87,973 shares 87,973 $5.31M 0.01% +1,431 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: 7,935 shares; 2024Q4: 127,394 shares; 2025Q1: 158,505 shares; 2025Q2: 98,954 shares; 2025Q3: 102,081 shares; 2025Q4: 110,945 shares; 2026Q1: 115,498 shares 115,498 $5.3M 0.01% +4,553 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,257 shares; 2025Q1: 26,144 shares; 2025Q2: 24,803 shares; 2025Q3: 26,143 shares; 2025Q4: 38,158 shares; 2026Q1: 71,619 shares 71,619 $5.29M 0.01% +33,461 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: 19,926 shares; 2026Q1: 22,554 shares 22,554 $5.27M 0.01% +2,628 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 2,156 shares; 2025Q1: 3,195 shares; 2025Q2: 3,925 shares; 2025Q3: 3,584 shares; 2025Q4: 4,809 shares; 2026Q1: 4,162 shares 4,162 $5.26M 0.01% -647 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,025 shares; 2024Q4: 16,894 shares; 2025Q1: 10,700 shares; 2025Q2: 6,597 shares; 2025Q3: 5,387 shares; 2025Q4: 101,290 shares; 2026Q1: 102,488 shares 102,488 $5.24M 0.01% +1,198 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 24,086 shares; 2025Q1: 11,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247,596 shares; 2026Q1: 221,325 shares 221,325 $5.23M 0.01% -26,271 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 18,773 shares; 2025Q1: 19,068 shares; 2025Q2: 18,002 shares; 2025Q3: 16,947 shares; 2025Q4: 49,681 shares; 2026Q1: 48,501 shares 48,501 $5.19M 0.01% -1,180 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: 26,697 shares; 2025Q1: 33,355 shares; 2025Q2: 13,538 shares; 2025Q3: 34,609 shares; 2025Q4: 408,004 shares; 2026Q1: 409,035 shares 409,035 $5.18M 0.01% +1,031 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: 33,672 shares; 2024Q4: 43,959 shares; 2025Q1: 42,943 shares; 2025Q2: 37,448 shares; 2025Q3: 41,424 shares; 2025Q4: 42,954 shares; 2026Q1: 55,042 shares 55,042 $5.17M 0.01% +12,088 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,783 shares; 2026Q1: 217,591 shares 217,591 $5.16M 0.01% +71,808 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,599 shares; 2024Q4: 29,970 shares; 2025Q1: 26,965 shares; 2025Q2: 30,290 shares; 2025Q3: 33,843 shares; 2025Q4: 88,111 shares; 2026Q1: 95,002 shares 95,002 $5.14M 0.01% +6,891 Timeline ATS ATS CORPORATION More: the full row for ATS 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: 181,988 shares; 2025Q4: 181,975 shares; 2026Q1: 181,975 shares 181,975 $5.13M 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 8,457 shares; 2025Q1: 4,233 shares; 2025Q2: 11,458 shares; 2025Q3: 35,043 shares; 2025Q4: 97,855 shares; 2026Q1: 79,323 shares 79,323 $5.1M 0.01% -18,532 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,383 shares; 2025Q1: 49,923 shares; 2025Q2: 67,225 shares; 2025Q3: 82,100 shares; 2025Q4: 105,830 shares; 2026Q1: 70,427 shares 70,427 $5.09M 0.01% -35,403 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,995 shares; 2024Q4: 28,357 shares; 2025Q1: 73,102 shares; 2025Q2: 93,817 shares; 2025Q3: 91,657 shares; 2025Q4: 111,607 shares; 2026Q1: 121,376 shares 121,376 $5.03M 0.01% +9,769 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: 3,110 shares; 2024Q4: 4,626 shares; 2025Q1: 6,811 shares; 2025Q2: 5,701 shares; 2025Q3: 10,251 shares; 2025Q4: 15,919 shares; 2026Q1: 21,256 shares 21,256 $5.02M 0.01% +5,337 Timeline DDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,396 shares; 2026Q1: 96,396 shares 96,396 $5.02M 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 2,353 shares; 2025Q3: 8,016 shares; 2025Q4: 29,066 shares; 2026Q1: 33,254 shares 33,254 $4.99M 0.01% +4,188 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: 785 shares; 2024Q4: 13,167 shares; 2025Q1: 12,119 shares; 2025Q2: 11,784 shares; 2025Q3: 13,206 shares; 2025Q4: 15,781 shares; 2026Q1: 20,387 shares 20,387 $4.96M 0.01% +4,606 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 10,563 shares; 2025Q1: 10,414 shares; 2025Q2: 15,167 shares; 2025Q3: 22,619 shares; 2025Q4: 67,900 shares; 2026Q1: 78,956 shares 78,956 $4.92M 0.01% +11,056 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,323 shares; 2024Q4: 37,300 shares; 2025Q1: 41,261 shares; 2025Q2: 113,775 shares; 2025Q3: 30,529 shares; 2025Q4: 105,917 shares; 2026Q1: 110,515 shares 110,515 $4.91M 0.01% +4,598 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242,920 shares; 2025Q3: 244,560 shares; 2025Q4: 260,375 shares; 2026Q1: 260,375 shares 260,375 $4.9M 0.01% 0 Timeline NOEQ NORTHERN FDS More: the full row for NORTHERN 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: 192,723 shares 192,723 $4.87M 0.01% new 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: 10,578 shares; 2025Q2: 29,569 shares; 2025Q3: 43,523 shares; 2025Q4: 189,059 shares; 2026Q1: 224,496 shares 224,496 $4.83M 0.01% +35,437 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,591 shares; 2025Q1: 1,222 shares; 2025Q2: not reported; 2025Q3: 7,076 shares; 2025Q4: 892 shares; 2026Q1: 14,721 shares 14,721 $4.82M 0.01% +13,829 Timeline SHM 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: 106,765 shares; 2024Q4: 95,951 shares; 2025Q1: 93,351 shares; 2025Q2: 85,061 shares; 2025Q3: 87,433 shares; 2025Q4: 104,623 shares; 2026Q1: 100,827 shares 100,827 $4.82M 0.01% -3,796 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 31,941 shares; 2025Q1: 21,928 shares; 2025Q2: 30,418 shares; 2025Q3: 41,408 shares; 2025Q4: 46,123 shares; 2026Q1: 41,436 shares 41,436 $4.8M 0.01% -4,687 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: 8,838 shares; 2025Q1: not reported; 2025Q2: 8,213 shares; 2025Q3: 12,080 shares; 2025Q4: 176,957 shares; 2026Q1: 81,239 shares 81,239 $4.8M 0.01% -95,718 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,911 shares; 2024Q4: 31,337 shares; 2025Q1: 31,440 shares; 2025Q2: 31,506 shares; 2025Q3: 31,639 shares; 2025Q4: 33,119 shares; 2026Q1: 33,444 shares 33,444 $4.78M 0.01% +325 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: 13,751 shares; 2026Q1: 35,880 shares 35,880 $4.78M 0.01% +22,129 Timeline GDL GDL FD More: the full row for GDL 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: not reported; 2025Q4: 591,856 shares; 2026Q1: 572,788 shares 572,788 $4.77M 0.01% -19,068 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 57,524 shares; 2026Q1: 62,690 shares 62,690 $4.76M 0.01% +5,166 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,878 shares; 2025Q2: 109,620 shares; 2025Q3: 112,600 shares; 2025Q4: 121,831 shares; 2026Q1: 126,870 shares 126,870 $4.74M 0.01% +5,039 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: 16,352 shares; 2024Q4: 32,287 shares; 2025Q1: 34,312 shares; 2025Q2: 25,401 shares; 2025Q3: 22,336 shares; 2025Q4: 36,627 shares; 2026Q1: 58,505 shares 58,505 $4.74M 0.01% +21,878 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,252 shares; 2024Q4: 102,834 shares; 2025Q1: 96,252 shares; 2025Q2: 99,034 shares; 2025Q3: 99,985 shares; 2025Q4: 95,590 shares; 2026Q1: 100,272 shares 100,272 $4.73M 0.01% +4,682 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: 48,370 shares; 2024Q4: 53,494 shares; 2025Q1: 52,559 shares; 2025Q2: 57,126 shares; 2025Q3: 69,208 shares; 2025Q4: 68,114 shares; 2026Q1: 53,424 shares 53,424 $4.72M 0.01% -14,690 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,143 shares; 2024Q4: 172,590 shares; 2025Q1: 150,001 shares; 2025Q2: 150,551 shares; 2025Q3: 137,048 shares; 2025Q4: 136,483 shares; 2026Q1: 127,493 shares 127,493 $4.72M 0.01% -8,990 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 11,611 shares; 2025Q1: 11,416 shares; 2025Q2: 10,712 shares; 2025Q3: 10,207 shares; 2025Q4: 15,750 shares; 2026Q1: 20,933 shares 20,933 $4.7M 0.01% +5,183 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: 9,430 shares; 2024Q4: 10,641 shares; 2025Q1: 11,241 shares; 2025Q2: 10,098 shares; 2025Q3: 6,141 shares; 2025Q4: 9,793 shares; 2026Q1: 16,991 shares 16,991 $4.67M 0.01% +7,198 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 14,772 shares; 2025Q1: 12,592 shares; 2025Q2: 12,862 shares; 2025Q3: 15,912 shares; 2025Q4: 30,109 shares; 2026Q1: 29,438 shares 29,438 $4.66M 0.01% -671 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 4,367 shares; 2025Q1: 2,618 shares; 2025Q2: 2,754 shares; 2025Q3: 47,149 shares; 2025Q4: 47,675 shares; 2026Q1: 50,523 shares 50,523 $4.65M 0.01% +2,848 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: 7,991 shares; 2024Q4: 8,832 shares; 2025Q1: 12,601 shares; 2025Q2: 13,587 shares; 2025Q3: 14,771 shares; 2025Q4: 15,534 shares; 2026Q1: 13,690 shares 13,690 $4.63M 0.01% -1,844 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: 19,745 shares; 2024Q4: 20,338 shares; 2025Q1: 20,293 shares; 2025Q2: 20,194 shares; 2025Q3: 29,711 shares; 2025Q4: 33,489 shares; 2026Q1: 43,446 shares 43,446 $4.62M 0.01% +9,957 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,332 shares; 2024Q4: 21,075 shares; 2025Q1: 38,458 shares; 2025Q2: 39,837 shares; 2025Q3: 144,802 shares; 2025Q4: 107,574 shares; 2026Q1: 107,776 shares 107,776 $4.62M 0.01% +202 Timeline BOND 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: 3,302 shares; 2025Q1: 58,619 shares; 2025Q2: 57,538 shares; 2025Q3: 3,041 shares; 2025Q4: 49,444 shares; 2026Q1: 48,612 shares 48,612 $4.61M 0.01% -832 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,256 shares; 2024Q4: 14,606 shares; 2025Q1: 29,270 shares; 2025Q2: 23,040 shares; 2025Q3: 23,063 shares; 2025Q4: 58,627 shares; 2026Q1: 61,010 shares 61,010 $4.59M 0.01% +2,383 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,844 shares; 2025Q2: 55,733 shares; 2025Q3: not reported; 2025Q4: 47,961 shares; 2026Q1: 47,847 shares 47,847 $4.58M 0.01% -114 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 19,754 shares; 2025Q1: 19,862 shares; 2025Q2: 24,846 shares; 2025Q3: 33,603 shares; 2025Q4: 91,712 shares; 2026Q1: 103,379 shares 103,379 $4.55M 0.01% +11,667 Timeline AKAMAI TECHNOLOGIES INC 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: 4,021,000 shares; 2026Q1: 3,963,000 shares 3,963,000 $4.55M 0.01% -58,000 NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 7,650 shares; 2025Q1: 11,640 shares; 2025Q2: 20,498 shares; 2025Q3: 26,640 shares; 2025Q4: 34,221 shares; 2026Q1: 54,294 shares 54,294 $4.55M 0.01% +20,073 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: 3,070 shares; 2024Q4: 4,945 shares; 2025Q1: 6,366 shares; 2025Q2: 6,766 shares; 2025Q3: 6,721 shares; 2025Q4: 12,671 shares; 2026Q1: 16,170 shares 16,170 $4.54M 0.01% +3,499 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 19,122 shares; 2025Q1: 35,547 shares; 2025Q2: 81,736 shares; 2025Q3: 90,889 shares; 2025Q4: 95,851 shares; 2026Q1: 77,971 shares 77,971 $4.53M 0.01% -17,880 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 14,657 shares; 2025Q1: 14,586 shares; 2025Q2: 15,539 shares; 2025Q3: 13,720 shares; 2025Q4: 21,600 shares; 2026Q1: 16,504 shares 16,504 $4.53M 0.01% -5,096 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: 1,444 shares; 2025Q1: 1,475 shares; 2025Q2: 1,226 shares; 2025Q3: not reported; 2025Q4: 11,370 shares; 2026Q1: 16,924 shares 16,924 $4.52M 0.01% +5,554 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: 3,444 shares; 2025Q1: 3,636 shares; 2025Q2: 4,111 shares; 2025Q3: 7,917 shares; 2025Q4: 29,443 shares; 2026Q1: 39,994 shares 39,994 $4.51M 0.01% +10,551 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389,766 shares; 2026Q1: 367,585 shares 367,585 $4.47M <0.01% -22,181 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 112,850 shares; 2025Q4: 111,845 shares; 2026Q1: 104,791 shares 104,791 $4.47M <0.01% -7,054 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: 18,795 shares; 2024Q4: 61,252 shares; 2025Q1: 59,450 shares; 2025Q2: 124,296 shares; 2025Q3: 126,389 shares; 2025Q4: 238,860 shares; 2026Q1: 168,077 shares 168,077 $4.43M <0.01% -70,783 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,180 shares; 2024Q4: 31,765 shares; 2025Q1: 30,853 shares; 2025Q2: 31,110 shares; 2025Q3: 32,750 shares; 2025Q4: 33,279 shares; 2026Q1: 30,976 shares 30,976 $4.43M <0.01% -2,303 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,895 shares; 2024Q4: 134,181 shares; 2025Q1: 143,340 shares; 2025Q2: 144,773 shares; 2025Q3: 134,422 shares; 2025Q4: 128,539 shares; 2026Q1: 130,006 shares 130,006 $4.38M <0.01% +1,467 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,241 shares; 2025Q1: 6,384 shares; 2025Q2: 7,886 shares; 2025Q3: 6,692 shares; 2025Q4: 40,489 shares; 2026Q1: 43,108 shares 43,108 $4.34M <0.01% +2,619 Timeline INTF 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: 74,119 shares; 2024Q4: 74,097 shares; 2025Q1: 74,730 shares; 2025Q2: 123,915 shares; 2025Q3: 120,422 shares; 2025Q4: 112,584 shares; 2026Q1: 111,246 shares 111,246 $4.33M <0.01% -1,338 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: 5,837 shares; 2024Q4: 24,560 shares; 2025Q1: 24,970 shares; 2025Q2: 25,459 shares; 2025Q3: 39,506 shares; 2025Q4: 43,219 shares; 2026Q1: 46,155 shares 46,155 $4.33M <0.01% +2,936 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 7,774 shares; 2025Q1: 5,727 shares; 2025Q2: 6,621 shares; 2025Q3: 9,621 shares; 2025Q4: 35,185 shares; 2026Q1: 52,161 shares 52,161 $4.33M <0.01% +16,976 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,218 shares; 2024Q4: 117,979 shares; 2025Q1: 116,573 shares; 2025Q2: 112,937 shares; 2025Q3: 109,295 shares; 2025Q4: 109,128 shares; 2026Q1: 87,112 shares 87,112 $4.33M <0.01% -22,016 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: 6,323 shares; 2025Q3: 7,409 shares; 2025Q4: 14,367 shares; 2026Q1: 20,760 shares 20,760 $4.33M <0.01% +6,393 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 16,094 shares; 2025Q1: 16,328 shares; 2025Q2: 17,975 shares; 2025Q3: 16,183 shares; 2025Q4: 22,273 shares; 2026Q1: 16,132 shares 16,132 $4.31M <0.01% -6,141 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: 24,543 shares; 2025Q3: 38,954 shares; 2025Q4: 43,306 shares; 2026Q1: 59,700 shares 59,700 $4.3M <0.01% +16,394 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,448 shares; 2024Q4: 60,712 shares; 2025Q1: 57,028 shares; 2025Q2: 52,883 shares; 2025Q3: 50,357 shares; 2025Q4: 61,616 shares; 2026Q1: 50,498 shares 50,498 $4.29M <0.01% -11,118 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: 23,702 shares; 2024Q4: 18,830 shares; 2025Q1: 19,977 shares; 2025Q2: 20,602 shares; 2025Q3: 24,689 shares; 2025Q4: 29,646 shares; 2026Q1: 27,202 shares 27,202 $4.28M <0.01% -2,444 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,799 shares; 2024Q4: 37,253 shares; 2025Q1: 103,778 shares; 2025Q2: 101,211 shares; 2025Q3: 100,613 shares; 2025Q4: 100,735 shares; 2026Q1: 100,726 shares 100,726 $4.28M <0.01% -9 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE 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: 109,621 shares; 2026Q1: 105,977 shares 105,977 $4.27M <0.01% -3,644 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: 17,034 shares; 2024Q4: 18,426 shares; 2025Q1: 11,880 shares; 2025Q2: 26,363 shares; 2025Q3: 49,289 shares; 2025Q4: 74,472 shares; 2026Q1: 222,576 shares 222,576 $4.27M <0.01% +148,104 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: 6,991 shares; 2025Q1: 6,201 shares; 2025Q2: 13,693 shares; 2025Q3: 14,678 shares; 2025Q4: 18,227 shares; 2026Q1: 24,513 shares 24,513 $4.26M <0.01% +6,286 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: 78,609 shares; 2025Q3: 79,262 shares; 2025Q4: 78,922 shares; 2026Q1: 85,070 shares 85,070 $4.26M <0.01% +6,148 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: 4,697 shares; 2024Q4: 10,424 shares; 2025Q1: 11,685 shares; 2025Q2: 11,998 shares; 2025Q3: 11,814 shares; 2025Q4: 33,432 shares; 2026Q1: 20,841 shares 20,841 $4.25M <0.01% -12,591 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 7,542 shares; 2025Q1: 6,127 shares; 2025Q2: 8,163 shares; 2025Q3: 10,950 shares; 2025Q4: 19,970 shares; 2026Q1: 20,367 shares 20,367 $4.25M <0.01% +397 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: 3,435 shares; 2024Q4: 13,652 shares; 2025Q1: 15,321 shares; 2025Q2: 15,101 shares; 2025Q3: 14,969 shares; 2025Q4: 12,249 shares; 2026Q1: 20,409 shares 20,409 $4.21M <0.01% +8,160 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 14,369 shares; 2025Q1: 14,372 shares; 2025Q2: 16,735 shares; 2025Q3: 24,331 shares; 2025Q4: 39,580 shares; 2026Q1: 31,083 shares 31,083 $4.21M <0.01% -8,497 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,345 shares; 2024Q4: 25,614 shares; 2025Q1: 27,939 shares; 2025Q2: 27,868 shares; 2025Q3: 10,860 shares; 2025Q4: 37,130 shares; 2026Q1: 34,864 shares 34,864 $4.2M <0.01% -2,266 Timeline