ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 23,081 shares; 2025Q1: 21,502 shares; 2025Q2: 17,983 shares; 2025Q3: 18,525 shares; 2025Q4: 52,177 shares; 2026Q1: 72,150 shares 72,150 $4.2M <0.01% +19,973 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,736 shares; 2025Q3: 178,541 shares; 2025Q4: 187,408 shares; 2026Q1: 196,137 shares 196,137 $4.19M <0.01% +8,729 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,219 shares; 2024Q4: 176,744 shares; 2025Q1: 179,956 shares; 2025Q2: 184,298 shares; 2025Q3: 84,074 shares; 2025Q4: 175,387 shares; 2026Q1: 170,208 shares 170,208 $4.18M <0.01% -5,179 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,143 shares; 2024Q4: 30,143 shares; 2025Q1: 37,938 shares; 2025Q2: 29,410 shares; 2025Q3: 38,442 shares; 2025Q4: 36,371 shares; 2026Q1: 36,312 shares 36,312 $4.17M <0.01% -59 Timeline GXC 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: not reported; 2025Q3: not reported; 2025Q4: 44,727 shares; 2026Q1: 44,727 shares 44,727 $4.16M <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 12,291 shares; 2026Q1: 14,246 shares 14,246 $4.14M <0.01% +1,955 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,660 shares; 2024Q4: 73,660 shares; 2025Q1: 73,660 shares; 2025Q2: 73,660 shares; 2025Q3: 73,660 shares; 2025Q4: 73,660 shares; 2026Q1: 73,650 shares 73,650 $4.11M <0.01% -10 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,960 shares; 2024Q4: 301,511 shares; 2025Q1: 314,342 shares; 2025Q2: 316,360 shares; 2025Q3: 299,869 shares; 2025Q4: 268,565 shares; 2026Q1: 257,143 shares 257,143 $4.08M <0.01% -11,422 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 14,786 shares; 2025Q1: 17,993 shares; 2025Q2: 43,723 shares; 2025Q3: 43,682 shares; 2025Q4: 48,061 shares; 2026Q1: 32,344 shares 32,344 $4.08M <0.01% -15,717 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 6,569 shares; 2025Q1: 5,080 shares; 2025Q2: 4,276 shares; 2025Q3: 4,629 shares; 2025Q4: 33,948 shares; 2026Q1: 34,847 shares 34,847 $4.06M <0.01% +899 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,461 shares; 2025Q3: 203,288 shares; 2025Q4: 201,142 shares; 2026Q1: 197,303 shares 197,303 $4.06M <0.01% -3,839 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,476 shares 145,476 $4.05M <0.01% new Timeline MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215,000 shares; 2026Q1: 2,192,000 shares 2,192,000 $4.05M <0.01% -23,000 PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 15,405 shares; 2025Q1: 16,036 shares; 2025Q2: 18,548 shares; 2025Q3: 19,281 shares; 2025Q4: 21,618 shares; 2026Q1: 14,787 shares 14,787 $4.04M <0.01% -6,831 Timeline XJR 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: 53,409 shares; 2025Q2: 86,570 shares; 2025Q3: 89,414 shares; 2025Q4: 92,153 shares; 2026Q1: 92,521 shares 92,521 $4.03M <0.01% +368 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,579 shares; 2025Q1: 7,405 shares; 2025Q2: 7,929 shares; 2025Q3: 9,935 shares; 2025Q4: 14,467 shares; 2026Q1: 13,214 shares 13,214 $4.02M <0.01% -1,253 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,619 shares; 2024Q4: 43,062 shares; 2025Q1: 71,169 shares; 2025Q2: 173,332 shares; 2025Q3: 249,785 shares; 2025Q4: 303,768 shares; 2026Q1: 346,510 shares 346,510 $4.01M <0.01% +42,742 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,560 shares; 2024Q4: 25,645 shares; 2025Q1: 70,242 shares; 2025Q2: 68,642 shares; 2025Q3: 66,775 shares; 2025Q4: 65,137 shares; 2026Q1: 65,553 shares 65,553 $3.98M <0.01% +416 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 6,101 shares; 2025Q1: 5,759 shares; 2025Q2: 9,554 shares; 2025Q3: not reported; 2025Q4: 39,357 shares; 2026Q1: 66,695 shares 66,695 $3.96M <0.01% +27,338 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,330 shares; 2024Q4: 379,500 shares; 2025Q1: 357,673 shares; 2025Q2: 315,730 shares; 2025Q3: 422,939 shares; 2025Q4: 385,159 shares; 2026Q1: 363,959 shares 363,959 $3.96M <0.01% -21,200 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 21,107 shares; 2025Q1: 21,180 shares; 2025Q2: 21,288 shares; 2025Q3: 33,624 shares; 2025Q4: 77,262 shares; 2026Q1: 80,447 shares 80,447 $3.96M <0.01% +3,185 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,404 shares; 2024Q4: 29,959 shares; 2025Q1: 28,126 shares; 2025Q2: 35,585 shares; 2025Q3: 32,602 shares; 2025Q4: 48,306 shares; 2026Q1: 52,565 shares 52,565 $3.95M <0.01% +4,259 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 25,221 shares; 2025Q1: 26,144 shares; 2025Q2: 27,027 shares; 2025Q3: 25,461 shares; 2025Q4: 31,201 shares; 2026Q1: 27,308 shares 27,308 $3.95M <0.01% -3,893 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,570 shares; 2024Q4: 66,206 shares; 2025Q1: 116,821 shares; 2025Q2: 72,538 shares; 2025Q3: 82,638 shares; 2025Q4: 92,995 shares; 2026Q1: 143,429 shares 143,429 $3.94M <0.01% +50,434 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,852 shares; 2025Q2: 9,529 shares; 2025Q3: 14,377 shares; 2025Q4: 52,602 shares; 2026Q1: 57,283 shares 57,283 $3.94M <0.01% +4,681 Timeline RPG 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: 29,569 shares; 2024Q4: 35,120 shares; 2025Q1: 21,900 shares; 2025Q2: 21,380 shares; 2025Q3: 88,083 shares; 2025Q4: 89,727 shares; 2026Q1: 84,209 shares 84,209 $3.94M <0.01% -5,518 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,740 shares; 2025Q2: 12,916 shares; 2025Q3: 12,694 shares; 2025Q4: 13,326 shares; 2026Q1: 12,978 shares 12,978 $3.92M <0.01% -348 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,377 shares; 2025Q1: 7,218 shares; 2025Q2: 27,172 shares; 2025Q3: 27,338 shares; 2025Q4: 54,490 shares; 2026Q1: 62,145 shares 62,145 $3.91M <0.01% +7,655 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,301 shares; 2025Q1: 4,615 shares; 2025Q2: 4,398 shares; 2025Q3: 6,037 shares; 2025Q4: 6,691 shares; 2026Q1: 9,902 shares 9,902 $3.9M <0.01% +3,211 Timeline HALOZYME THERAPEUTICS INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,781,000 shares; 2026Q1: 3,751,000 shares 3,751,000 $3.88M <0.01% -30,000 QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,771 shares; 2025Q1: 28,390 shares; 2025Q2: 30,610 shares; 2025Q3: 30,210 shares; 2025Q4: 63,372 shares; 2026Q1: 63,472 shares 63,472 $3.87M <0.01% +100 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,930 shares; 2024Q4: 126,486 shares; 2025Q1: 123,095 shares; 2025Q2: 123,371 shares; 2025Q3: 127,269 shares; 2025Q4: 136,366 shares; 2026Q1: 77,296 shares 77,296 $3.86M <0.01% -59,070 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 3,778 shares; 2025Q1: 10,173 shares; 2025Q2: 6,708 shares; 2025Q3: 9,917 shares; 2025Q4: 14,581 shares; 2026Q1: 20,982 shares 20,982 $3.85M <0.01% +6,401 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 18,436 shares; 2025Q2: 27,127 shares; 2025Q3: 38,195 shares; 2025Q4: 113,682 shares; 2026Q1: 158,901 shares 158,901 $3.85M <0.01% +45,219 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,364 shares; 2024Q4: 15,157 shares; 2025Q1: 18,852 shares; 2025Q2: 21,190 shares; 2025Q3: 20,757 shares; 2025Q4: 30,900 shares; 2026Q1: 32,236 shares 32,236 $3.84M <0.01% +1,336 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,479 shares; 2024Q4: 20,785 shares; 2025Q1: 18,675 shares; 2025Q2: 20,930 shares; 2025Q3: 1,018,810 shares; 2025Q4: 1,029,559 shares; 2026Q1: 930,475 shares 930,475 $3.83M <0.01% -99,084 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,388 shares; 2025Q1: 1,347 shares; 2025Q2: 1,596 shares; 2025Q3: 1,353 shares; 2025Q4: 1,610 shares; 2026Q1: 1,129 shares 1,129 $3.82M <0.01% -481 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,000 shares; 2025Q1: 43,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,600 shares; 2026Q1: 105,836 shares 105,836 $3.8M <0.01% -4,764 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,022 shares; 2026Q1: 54,968 shares 54,968 $3.78M <0.01% -1,054 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 26,554 shares; 2025Q1: 26,318 shares; 2025Q2: 26,476 shares; 2025Q3: 26,101 shares; 2025Q4: 21,279 shares; 2026Q1: 23,188 shares 23,188 $3.78M <0.01% +1,909 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,920 shares; 2025Q1: 3,558 shares; 2025Q2: 3,773 shares; 2025Q3: 4,739 shares; 2025Q4: 18,459 shares; 2026Q1: 29,565 shares 29,565 $3.78M <0.01% +11,106 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,999 shares; 2024Q4: 15,618 shares; 2025Q1: 15,581 shares; 2025Q2: 13,264 shares; 2025Q3: 33,327 shares; 2025Q4: 53,683 shares; 2026Q1: 64,684 shares 64,684 $3.77M <0.01% +11,001 Timeline AIR AAR CORP More: the full row for AAR 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: 57,397 shares; 2025Q4: 49,332 shares; 2026Q1: 34,222 shares 34,222 $3.75M <0.01% -15,110 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,221 shares; 2025Q3: 12,159 shares; 2025Q4: 38,316 shares; 2026Q1: 50,238 shares 50,238 $3.73M <0.01% +11,922 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 5,973 shares; 2025Q1: 6,103 shares; 2025Q2: 6,295 shares; 2025Q3: 7,379 shares; 2025Q4: 18,441 shares; 2026Q1: 15,564 shares 15,564 $3.71M <0.01% -2,877 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460,342 shares; 2026Q1: 474,610 shares 474,610 $3.71M <0.01% +14,268 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,040 shares; 2025Q1: 75,599 shares; 2025Q2: 77,178 shares; 2025Q3: 78,345 shares; 2025Q4: 79,408 shares; 2026Q1: 71,406 shares 71,406 $3.71M <0.01% -8,002 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 11,063 shares; 2025Q1: 11,001 shares; 2025Q2: 14,378 shares; 2025Q3: 15,334 shares; 2025Q4: 45,774 shares; 2026Q1: 78,078 shares 78,078 $3.7M <0.01% +32,304 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,367 shares; 2024Q4: 20,040 shares; 2025Q1: 17,991 shares; 2025Q2: 12,108 shares; 2025Q3: 10,059 shares; 2025Q4: 21,160 shares; 2026Q1: 30,092 shares 30,092 $3.69M <0.01% +8,932 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,769 shares; 2024Q4: 57,882 shares; 2025Q1: 58,201 shares; 2025Q2: 58,156 shares; 2025Q3: 57,325 shares; 2025Q4: 80,402 shares; 2026Q1: 209,144 shares 209,144 $3.68M <0.01% +128,742 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 4,366 shares; 2025Q1: 4,050 shares; 2025Q2: 4,056 shares; 2025Q3: 14,409 shares; 2025Q4: 27,223 shares; 2026Q1: 23,018 shares 23,018 $3.65M <0.01% -4,205 Timeline AOM 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: 33,321 shares; 2025Q1: 80,865 shares; 2025Q2: 81,764 shares; 2025Q3: 78,183 shares; 2025Q4: 77,739 shares; 2026Q1: 77,022 shares 77,022 $3.65M <0.01% -717 Timeline TKR TIMKEN CO More: the full row for TIMKEN 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: 34,708 shares; 2026Q1: 36,078 shares 36,078 $3.64M <0.01% +1,370 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,636 shares; 2025Q1: 35,847 shares; 2025Q2: 33,372 shares; 2025Q3: 33,503 shares; 2025Q4: 34,365 shares; 2026Q1: 33,305 shares 33,305 $3.64M <0.01% -1,060 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 73,623 shares; 2025Q1: 73,272 shares; 2025Q2: 86,439 shares; 2025Q3: 92,024 shares; 2025Q4: 89,786 shares; 2026Q1: 95,161 shares 95,161 $3.64M <0.01% +5,375 Timeline AIA 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: 46,930 shares; 2025Q1: 41,870 shares; 2025Q2: 35,460 shares; 2025Q3: 34,044 shares; 2025Q4: 34,044 shares; 2026Q1: 34,194 shares 34,194 $3.63M <0.01% +150 Timeline STPZ 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: 82,500 shares; 2024Q4: 36,773 shares; 2025Q1: 34,971 shares; 2025Q2: 34,885 shares; 2025Q3: 31,783 shares; 2025Q4: 68,120 shares; 2026Q1: 66,851 shares 66,851 $3.62M <0.01% -1,269 Timeline JFLX 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: 68,207 shares; 2025Q4: 74,629 shares; 2026Q1: 72,714 shares 72,714 $3.61M <0.01% -1,915 Timeline IOCT 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: 18,090 shares; 2024Q4: 18,090 shares; 2025Q1: 18,090 shares; 2025Q2: 18,090 shares; 2025Q3: 16,190 shares; 2025Q4: 112,406 shares; 2026Q1: 102,736 shares 102,736 $3.6M <0.01% -9,670 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,299 shares; 2024Q4: 40,735 shares; 2025Q1: 41,165 shares; 2025Q2: 41,881 shares; 2025Q3: 43,917 shares; 2025Q4: 45,066 shares; 2026Q1: 42,294 shares 42,294 $3.6M <0.01% -2,772 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,036 shares; 2025Q3: 29,410 shares; 2025Q4: 66,500 shares; 2026Q1: 84,900 shares 84,900 $3.6M <0.01% +18,400 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518,970 shares; 2025Q4: 898,409 shares; 2026Q1: 1,085,482 shares 1,085,482 $3.59M <0.01% +187,073 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,388 shares; 2024Q4: 21,597 shares; 2025Q1: 21,597 shares; 2025Q2: 22,011 shares; 2025Q3: 23,857 shares; 2025Q4: 51,689 shares; 2026Q1: 50,104 shares 50,104 $3.59M <0.01% -1,585 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,636 shares; 2025Q1: 101,296 shares; 2025Q2: 109,025 shares; 2025Q3: 108,023 shares; 2025Q4: 110,016 shares; 2026Q1: 107,968 shares 107,968 $3.59M <0.01% -2,048 Timeline XLG 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: 69,927 shares; 2024Q4: 179,714 shares; 2025Q1: 176,602 shares; 2025Q2: 65,407 shares; 2025Q3: 62,529 shares; 2025Q4: 68,636 shares; 2026Q1: 65,564 shares 65,564 $3.58M <0.01% -3,072 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,898 shares; 2025Q4: 54,109 shares; 2026Q1: 54,266 shares 54,266 $3.56M <0.01% +157 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,423 shares; 2025Q1: 1,301 shares; 2025Q2: 1,440 shares; 2025Q3: 11,873 shares; 2025Q4: 13,852 shares; 2026Q1: 3,099 shares 3,099 $3.54M <0.01% -10,753 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,213 shares; 2024Q4: 59,558 shares; 2025Q1: 60,529 shares; 2025Q2: 61,140 shares; 2025Q3: 57,824 shares; 2025Q4: 56,724 shares; 2026Q1: 43,302 shares 43,302 $3.52M <0.01% -13,422 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS 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: 14,959 shares; 2025Q4: 66,882 shares; 2026Q1: 65,001 shares 65,001 $3.52M <0.01% -1,881 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 327 shares; 2025Q1: 400 shares; 2025Q2: 467 shares; 2025Q3: 476 shares; 2025Q4: 3,481 shares; 2026Q1: 4,810 shares 4,810 $3.51M <0.01% +1,329 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,464 shares; 2025Q4: 65,425 shares; 2026Q1: 274,058 shares 274,058 $3.51M <0.01% +208,633 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,803 shares; 2024Q4: 160,673 shares; 2025Q1: 161,872 shares; 2025Q2: 186,079 shares; 2025Q3: 199,750 shares; 2025Q4: 266,084 shares; 2026Q1: 180,888 shares 180,888 $3.51M <0.01% -85,196 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,757 shares; 2025Q1: 4,685 shares; 2025Q2: 4,894 shares; 2025Q3: 5,553 shares; 2025Q4: 13,732 shares; 2026Q1: 19,452 shares 19,452 $3.5M <0.01% +5,720 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633,552 shares; 2025Q1: 637,522 shares; 2025Q2: 634,275 shares; 2025Q3: 635,672 shares; 2025Q4: 535,168 shares; 2026Q1: 475,675 shares 475,675 $3.48M <0.01% -59,493 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,119 shares; 2024Q4: 64,634 shares; 2025Q1: 60,237 shares; 2025Q2: 63,704 shares; 2025Q3: 66,349 shares; 2025Q4: 68,411 shares; 2026Q1: 74,154 shares 74,154 $3.47M <0.01% +5,743 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 1,924 shares; 2025Q1: 1,458 shares; 2025Q2: 2,364 shares; 2025Q3: 2,780 shares; 2025Q4: 6,639 shares; 2026Q1: 5,854 shares 5,854 $3.47M <0.01% -785 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,011 shares; 2024Q4: 46,807 shares; 2025Q1: 41,991 shares; 2025Q2: 40,983 shares; 2025Q3: 41,667 shares; 2025Q4: 45,554 shares; 2026Q1: 50,683 shares 50,683 $3.46M <0.01% +5,129 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 21,818 shares; 2025Q1: 16,803 shares; 2025Q2: 13,568 shares; 2025Q3: 11,346 shares; 2025Q4: 16,034 shares; 2026Q1: 22,174 shares 22,174 $3.46M <0.01% +6,140 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 7,332 shares; 2025Q1: 10,417 shares; 2025Q2: 12,610 shares; 2025Q3: 15,746 shares; 2025Q4: 24,093 shares; 2026Q1: 33,897 shares 33,897 $3.43M <0.01% +9,804 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 7,799 shares; 2025Q1: 8,861 shares; 2025Q2: 10,951 shares; 2025Q3: 17,176 shares; 2025Q4: 49,947 shares; 2026Q1: 66,843 shares 66,843 $3.43M <0.01% +16,896 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 4,014 shares; 2025Q1: 3,683 shares; 2025Q2: 5,090 shares; 2025Q3: 7,638 shares; 2025Q4: 9,625 shares; 2026Q1: 10,665 shares 10,665 $3.43M <0.01% +1,040 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,277 shares; 2024Q4: 71,928 shares; 2025Q1: 73,106 shares; 2025Q2: 82,419 shares; 2025Q3: 154,565 shares; 2025Q4: 170,971 shares; 2026Q1: 195,548 shares 195,548 $3.42M <0.01% +24,577 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,182 shares; 2024Q4: 40,536 shares; 2025Q1: 44,833 shares; 2025Q2: 46,950 shares; 2025Q3: 43,796 shares; 2025Q4: 57,028 shares; 2026Q1: 80,442 shares 80,442 $3.41M <0.01% +23,414 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,496 shares; 2025Q1: 8,998 shares; 2025Q2: 11,064 shares; 2025Q3: 10,463 shares; 2025Q4: 86,831 shares; 2026Q1: 84,860 shares 84,860 $3.38M <0.01% -1,971 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 67,523 shares; 2025Q1: 68,127 shares; 2025Q2: 72,139 shares; 2025Q3: 73,028 shares; 2025Q4: 80,350 shares; 2026Q1: 17,095 shares 17,095 $3.38M <0.01% -63,255 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,108 shares; 2024Q4: 71,267 shares; 2025Q1: 68,946 shares; 2025Q2: 69,246 shares; 2025Q3: 72,260 shares; 2025Q4: 66,542 shares; 2026Q1: 76,051 shares 76,051 $3.38M <0.01% +9,509 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,898 shares; 2025Q1: 7,637 shares; 2025Q2: 165,319 shares; 2025Q3: 44,860 shares; 2025Q4: 210,489 shares; 2026Q1: 92,022 shares 92,022 $3.37M <0.01% -118,467 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,739 shares; 2025Q1: 5,227 shares; 2025Q2: 6,352 shares; 2025Q3: 31,978 shares; 2025Q4: 107,343 shares; 2026Q1: 90,128 shares 90,128 $3.34M <0.01% -17,215 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 151,749 shares; 2026Q1: 304,864 shares 304,864 $3.34M <0.01% +153,115 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,839 shares; 2025Q1: 13,177 shares; 2025Q2: 193,073 shares; 2025Q3: 181,879 shares; 2025Q4: 76,631 shares; 2026Q1: 76,754 shares 76,754 $3.33M <0.01% +123 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 5,172 shares; 2025Q1: 5,230 shares; 2025Q2: 8,843 shares; 2025Q3: 14,558 shares; 2025Q4: 45,812 shares; 2026Q1: 45,144 shares 45,144 $3.32M <0.01% -668 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,381 shares; 2024Q4: 27,927 shares; 2025Q1: 27,664 shares; 2025Q2: 26,093 shares; 2025Q3: 25,623 shares; 2025Q4: 35,038 shares; 2026Q1: 241,942 shares 241,942 $3.31M <0.01% +206,904 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,622 shares; 2026Q1: 34,644 shares 34,644 $3.31M <0.01% -27,978 Timeline FELC 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: 167,601 shares; 2024Q4: 68,153 shares; 2025Q1: 68,729 shares; 2025Q2: 68,153 shares; 2025Q3: 69,403 shares; 2025Q4: 70,335 shares; 2026Q1: 90,979 shares 90,979 $3.3M <0.01% +20,644 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,755 shares; 2025Q1: 37,974 shares; 2025Q2: 39,863 shares; 2025Q3: 37,715 shares; 2025Q4: 45,656 shares; 2026Q1: 47,860 shares 47,860 $3.3M <0.01% +2,204 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,164 shares; 2025Q1: 7,527 shares; 2025Q2: 6,892 shares; 2025Q3: 13,119 shares; 2025Q4: 37,828 shares; 2026Q1: 45,181 shares 45,181 $3.27M <0.01% +7,353 Timeline FNB F N B CORP More: the full row for F N B 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: 11,082 shares; 2025Q3: not reported; 2025Q4: 139,793 shares; 2026Q1: 194,442 shares 194,442 $3.26M <0.01% +54,649 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 44,471 shares; 2026Q1: 52,768 shares 52,768 $3.26M <0.01% +8,297 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,101 shares; 2026Q1: 24,796 shares 24,796 $3.25M <0.01% +8,695 Timeline PHO 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: 39,317 shares; 2024Q4: 41,194 shares; 2025Q1: 39,612 shares; 2025Q2: 38,322 shares; 2025Q3: 36,562 shares; 2025Q4: 49,232 shares; 2026Q1: 48,626 shares 48,626 $3.25M <0.01% -606 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 14,303 shares; 2025Q4: 14,364 shares; 2026Q1: 37,904 shares 37,904 $3.25M <0.01% +23,540 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,880 shares; 2024Q4: 149,835 shares; 2025Q1: 198,250 shares; 2025Q2: 203,591 shares; 2025Q3: 197,734 shares; 2025Q4: 117,940 shares; 2026Q1: 110,158 shares 110,158 $3.24M <0.01% -7,782 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,369 shares; 2024Q4: 161,078 shares; 2025Q1: 160,456 shares; 2025Q2: 158,774 shares; 2025Q3: 176,825 shares; 2025Q4: 119,151 shares; 2026Q1: 83,837 shares 83,837 $3.23M <0.01% -35,314 Timeline BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,423,000 shares; 2026Q1: 3,348,000 shares 3,348,000 $3.22M <0.01% -75,000 PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,365 shares; 2025Q2: 3,176 shares; 2025Q3: 8,131 shares; 2025Q4: 20,702 shares; 2026Q1: 30,084 shares 30,084 $3.22M <0.01% +9,382 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,936 shares; 2024Q4: 12,362 shares; 2025Q1: 9,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,894 shares; 2026Q1: 74,885 shares 74,885 $3.22M <0.01% -16,009 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: 2,390 shares; 2025Q2: 2,154 shares; 2025Q3: 2,756 shares; 2025Q4: 6,156 shares; 2026Q1: 8,980 shares 8,980 $3.22M <0.01% +2,824 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 2,332 shares; 2025Q1: 1,454 shares; 2025Q2: 1,096 shares; 2025Q3: 4,752 shares; 2025Q4: 8,171 shares; 2026Q1: 6,696 shares 6,696 $3.22M <0.01% -1,475 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 5,519 shares; 2025Q1: 5,993 shares; 2025Q2: 7,428 shares; 2025Q3: 12,289 shares; 2025Q4: 17,180 shares; 2026Q1: 15,986 shares 15,986 $3.2M <0.01% -1,194 Timeline SCHZ 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: 17,383 shares; 2024Q4: 31,729 shares; 2025Q1: 28,189 shares; 2025Q2: 34,276 shares; 2025Q3: 36,110 shares; 2025Q4: 122,914 shares; 2026Q1: 136,490 shares 136,490 $3.17M <0.01% +13,576 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 11,069 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,080 shares; 2025Q4: 11,099 shares; 2026Q1: 11,073 shares 11,073 $3.17M <0.01% -26 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 133,870 shares; 2026Q1: 164,927 shares 164,927 $3.16M <0.01% +31,057 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,353 shares; 2025Q1: 33,775 shares; 2025Q2: 34,513 shares; 2025Q3: 34,889 shares; 2025Q4: 35,443 shares; 2026Q1: 30,252 shares 30,252 $3.14M <0.01% -5,191 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 11,347 shares; 2025Q1: 9,184 shares; 2025Q2: 21,954 shares; 2025Q3: 20,386 shares; 2025Q4: 45,767 shares; 2026Q1: 48,541 shares 48,541 $3.13M <0.01% +2,774 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,613 shares; 2024Q4: 10,243 shares; 2025Q1: 6,909 shares; 2025Q2: 10,660 shares; 2025Q3: 12,299 shares; 2025Q4: 16,726 shares; 2026Q1: 17,298 shares 17,298 $3.13M <0.01% +572 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly 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: 88,698 shares; 2026Q1: 148,535 shares 148,535 $3.12M <0.01% +59,837 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,449 shares; 2025Q3: not reported; 2025Q4: 335,636 shares; 2026Q1: 382,601 shares 382,601 $3.12M <0.01% +46,965 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 14,257 shares; 2025Q1: 14,319 shares; 2025Q2: 46,152 shares; 2025Q3: 37,264 shares; 2025Q4: 119,556 shares; 2026Q1: 98,003 shares 98,003 $3.11M <0.01% -21,553 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 3,784 shares; 2025Q1: 3,918 shares; 2025Q2: 5,202 shares; 2025Q3: 3,778 shares; 2025Q4: 19,456 shares; 2026Q1: 18,046 shares 18,046 $3.1M <0.01% -1,410 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,299 shares; 2025Q1: 11,817 shares; 2025Q2: 18,580 shares; 2025Q3: 27,478 shares; 2025Q4: 39,778 shares; 2026Q1: 54,763 shares 54,763 $3.09M <0.01% +14,985 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,497 shares; 2025Q1: 2,826 shares; 2025Q2: 3,633 shares; 2025Q3: 6,095 shares; 2025Q4: 16,343 shares; 2026Q1: 19,515 shares 19,515 $3.09M <0.01% +3,172 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 8,746 shares; 2025Q1: 8,697 shares; 2025Q2: 9,031 shares; 2025Q3: 9,463 shares; 2025Q4: 12,468 shares; 2026Q1: 12,370 shares 12,370 $3.08M <0.01% -98 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 8,422 shares; 2025Q1: 8,751 shares; 2025Q2: 8,676 shares; 2025Q3: 13,137 shares; 2025Q4: 18,901 shares; 2026Q1: 13,539 shares 13,539 $3.07M <0.01% -5,362 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,883 shares; 2024Q4: 60,926 shares; 2025Q1: 26,106 shares; 2025Q2: 57,125 shares; 2025Q3: 46,912 shares; 2025Q4: 92,201 shares; 2026Q1: 136,998 shares 136,998 $3.07M <0.01% +44,797 Timeline EWJ 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: 3,991 shares; 2024Q4: 7,507 shares; 2025Q1: 10,230 shares; 2025Q2: 11,716 shares; 2025Q3: 9,643 shares; 2025Q4: 23,868 shares; 2026Q1: 36,297 shares 36,297 $3.06M <0.01% +12,429 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: not reported; 2025Q4: 15,596 shares; 2026Q1: 9,787 shares 9,787 $3.05M <0.01% -5,809 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,503 shares; 2024Q4: 22,155 shares; 2025Q1: 26,428 shares; 2025Q2: 24,825 shares; 2025Q3: 30,143 shares; 2025Q4: 42,011 shares; 2026Q1: 43,781 shares 43,781 $3.05M <0.01% +1,770 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 4,944 shares; 2025Q1: 4,419 shares; 2025Q2: 6,522 shares; 2025Q3: 4,907 shares; 2025Q4: 8,401 shares; 2026Q1: 16,516 shares 16,516 $3.05M <0.01% +8,115 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,244 shares; 2024Q4: 19,394 shares; 2025Q1: 15,328 shares; 2025Q2: 17,993 shares; 2025Q3: 12,764 shares; 2025Q4: 44,877 shares; 2026Q1: 49,716 shares 49,716 $3.04M <0.01% +4,839 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,143 shares; 2024Q4: 12,250 shares; 2025Q1: 14,351 shares; 2025Q2: 13,588 shares; 2025Q3: 20,534 shares; 2025Q4: 25,316 shares; 2026Q1: 35,789 shares 35,789 $3.04M <0.01% +10,473 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 58,766 shares; 2025Q1: 52,861 shares; 2025Q2: 50,273 shares; 2025Q3: 49,902 shares; 2025Q4: 44,136 shares; 2026Q1: 40,645 shares 40,645 $3.04M <0.01% -3,491 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,039 shares; 2025Q3: 14,401 shares; 2025Q4: 95,395 shares; 2026Q1: 95,544 shares 95,544 $3.03M <0.01% +149 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,045 shares; 2025Q1: 26,401 shares; 2025Q2: 30,104 shares; 2025Q3: 57,615 shares; 2025Q4: 57,542 shares; 2026Q1: 62,085 shares 62,085 $3.02M <0.01% +4,543 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 6,303 shares; 2025Q1: 5,572 shares; 2025Q2: 6,615 shares; 2025Q3: 7,441 shares; 2025Q4: 11,537 shares; 2026Q1: 14,226 shares 14,226 $3.02M <0.01% +2,689 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740,170 shares; 2024Q4: 105,837 shares; 2025Q1: 117,089 shares; 2025Q2: 116,509 shares; 2025Q3: 125,281 shares; 2025Q4: 153,734 shares; 2026Q1: 176,610 shares 176,610 $3.01M <0.01% +22,876 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,245 shares; 2025Q2: 5,360 shares; 2025Q3: 16,171 shares; 2025Q4: 29,785 shares; 2026Q1: 30,662 shares 30,662 $3.01M <0.01% +877 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 5,002 shares; 2025Q1: 4,628 shares; 2025Q2: 6,435 shares; 2025Q3: 11,664 shares; 2025Q4: 16,249 shares; 2026Q1: 15,898 shares 15,898 $3M <0.01% -351 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 16,383 shares; 2025Q1: 14,765 shares; 2025Q2: 25,619 shares; 2025Q3: 35,979 shares; 2025Q4: 100,645 shares; 2026Q1: 115,104 shares 115,104 $3M <0.01% +14,459 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,498 shares; 2026Q1: 103,369 shares 103,369 $2.99M <0.01% -72,129 Timeline HALOZYME THERAPEUTICS INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295,000 shares; 2026Q1: 2,295,000 shares 2,295,000 $2.96M <0.01% 0 WIX WIX COM LTD More: the full row for WIX COM 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: 33,278 shares; 2025Q4: 20,432 shares; 2026Q1: 32,787 shares 32,787 $2.95M <0.01% +12,355 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,995 shares; 2025Q2: 66,718 shares; 2025Q3: 64,434 shares; 2025Q4: 40,070 shares; 2026Q1: 40,070 shares 40,070 $2.95M <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,963 shares; 2025Q2: 3,198 shares; 2025Q3: 4,522 shares; 2025Q4: 15,752 shares; 2026Q1: 27,449 shares 27,449 $2.94M <0.01% +11,697 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly 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: 144,507 shares; 2026Q1: 133,055 shares 133,055 $2.94M <0.01% -11,452 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 2,052 shares; 2025Q1: 3,749 shares; 2025Q2: 3,690 shares; 2025Q3: 14,842 shares; 2025Q4: not reported; 2026Q1: 21,934 shares 21,934 $2.92M <0.01% new Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME 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: 326,813 shares; 2026Q1: 320,511 shares 320,511 $2.92M <0.01% -6,302 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,406 shares; 2025Q1: not reported; 2025Q2: 4,117 shares; 2025Q3: 22,325 shares; 2025Q4: 28,987 shares; 2026Q1: 36,819 shares 36,819 $2.91M <0.01% +7,832 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,169 shares; 2025Q1: 9,451 shares; 2025Q2: 6,340 shares; 2025Q3: 8,534 shares; 2025Q4: 53,911 shares; 2026Q1: 53,192 shares 53,192 $2.91M <0.01% -719 Timeline MAC MACERICH CO More: the full row for MACERICH 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: 165,326 shares; 2026Q1: 153,441 shares 153,441 $2.9M <0.01% -11,885 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 51,081 shares; 2025Q1: 55,485 shares; 2025Q2: 55,497 shares; 2025Q3: 75,730 shares; 2025Q4: 81,021 shares; 2026Q1: 80,464 shares 80,464 $2.89M <0.01% -557 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,400 shares; 2024Q4: 45,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,656 shares; 2026Q1: 178,814 shares 178,814 $2.89M <0.01% +1,158 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,575 shares; 2025Q1: 3,140 shares; 2025Q2: 4,074 shares; 2025Q3: 6,512 shares; 2025Q4: 7,857 shares; 2026Q1: 12,224 shares 12,224 $2.88M <0.01% +4,367 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,682 shares; 2024Q4: 124,498 shares; 2025Q1: 124,809 shares; 2025Q2: 125,522 shares; 2025Q3: 124,383 shares; 2025Q4: 122,442 shares; 2026Q1: 121,621 shares 121,621 $2.88M <0.01% -821 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,490 shares; 2025Q1: 5,600 shares; 2025Q2: 11,955 shares; 2025Q3: 17,297 shares; 2025Q4: 26,312 shares; 2026Q1: 33,961 shares 33,961 $2.87M <0.01% +7,649 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly 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: 148,586 shares; 2026Q1: 142,893 shares 142,893 $2.87M <0.01% -5,693 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,752 shares; 2025Q1: 7,586 shares; 2025Q2: 8,323 shares; 2025Q3: 21,333 shares; 2025Q4: 21,916 shares; 2026Q1: 30,557 shares 30,557 $2.86M <0.01% +8,641 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 31,738 shares; 2025Q1: 33,153 shares; 2025Q2: 38,196 shares; 2025Q3: 43,370 shares; 2025Q4: 39,143 shares; 2026Q1: 36,800 shares 36,800 $2.86M <0.01% -2,343 Timeline XEMD 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: 50,167 shares; 2025Q1: 47,863 shares; 2025Q2: 49,024 shares; 2025Q3: 50,496 shares; 2025Q4: 58,644 shares; 2026Q1: 64,838 shares 64,838 $2.85M <0.01% +6,194 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: not reported; 2025Q4: 39,754 shares; 2026Q1: 34,452 shares 34,452 $2.85M <0.01% -5,302 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,252 shares; 2024Q4: 38,969 shares; 2025Q1: 38,961 shares; 2025Q2: 39,000 shares; 2025Q3: 38,559 shares; 2025Q4: 38,557 shares; 2026Q1: 35,869 shares 35,869 $2.85M <0.01% -2,688 Timeline RWO 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: 54,041 shares; 2024Q4: 66,486 shares; 2025Q1: 67,501 shares; 2025Q2: 60,894 shares; 2025Q3: 62,075 shares; 2025Q4: 62,635 shares; 2026Q1: 62,018 shares 62,018 $2.84M <0.01% -617 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,478 shares; 2025Q1: 4,623 shares; 2025Q2: 5,355 shares; 2025Q3: 4,543 shares; 2025Q4: 9,767 shares; 2026Q1: 14,917 shares 14,917 $2.84M <0.01% +5,150 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 23,097 shares; 2025Q4: 270,370 shares; 2026Q1: 268,424 shares 268,424 $2.82M <0.01% -1,946 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE 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: 510,675 shares; 2026Q1: 586,592 shares 586,592 $2.82M <0.01% +75,917 Timeline BBCA 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: 6,244 shares; 2026Q1: 6,648 shares 6,648 $2.81M <0.01% +404 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,737 shares; 2025Q4: 6,058 shares; 2026Q1: 6,860 shares 6,860 $2.81M <0.01% +802 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 22,607 shares; 2025Q1: 21,142 shares; 2025Q2: 21,595 shares; 2025Q3: 21,604 shares; 2025Q4: 24,701 shares; 2026Q1: 20,630 shares 20,630 $2.8M <0.01% -4,071 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,423 shares; 2026Q1: 57,653 shares 57,653 $2.78M <0.01% +1,230 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 10,759 shares; 2025Q1: not reported; 2025Q2: 15,554 shares; 2025Q3: 44,138 shares; 2025Q4: 53,871 shares; 2026Q1: 50,931 shares 50,931 $2.76M <0.01% -2,940 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,196 shares; 2025Q1: 77,548 shares; 2025Q2: 79,077 shares; 2025Q3: 86,428 shares; 2025Q4: 85,576 shares; 2026Q1: 91,774 shares 91,774 $2.75M <0.01% +6,198 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: 17,089 shares; 2025Q4: 570,301 shares; 2026Q1: 530,271 shares 530,271 $2.75M <0.01% -40,030 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 942,523 shares; 2025Q1: 917,613 shares; 2025Q2: 928,542 shares; 2025Q3: 134,168 shares; 2025Q4: 134,552 shares; 2026Q1: 141,132 shares 141,132 $2.75M <0.01% +6,580 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,527 shares; 2026Q1: 90,989 shares 90,989 $2.74M <0.01% -538 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 31,286 shares; 2026Q1: 71,486 shares 71,486 $2.74M <0.01% +40,200 Timeline VPL 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: not reported; 2024Q4: not reported; 2025Q1: 9,498 shares; 2025Q2: 9,113 shares; 2025Q3: 8,546 shares; 2025Q4: 22,698 shares; 2026Q1: 27,947 shares 27,947 $2.73M <0.01% +5,249 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 124,041 shares; 2026Q1: 77,052 shares 77,052 $2.72M <0.01% -46,989 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 15,900 shares; 2025Q1: 15,985 shares; 2025Q2: 11,593 shares; 2025Q3: 15,825 shares; 2025Q4: 26,988 shares; 2026Q1: 28,901 shares 28,901 $2.72M <0.01% +1,913 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,057 shares; 2024Q4: 47,090 shares; 2025Q1: 25,571 shares; 2025Q2: 26,150 shares; 2025Q3: 25,662 shares; 2025Q4: 31,437 shares; 2026Q1: 36,515 shares 36,515 $2.72M <0.01% +5,078 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,897 shares; 2024Q4: 29,114 shares; 2025Q1: 29,358 shares; 2025Q2: 29,358 shares; 2025Q3: 34,063 shares; 2025Q4: 73,414 shares; 2026Q1: 73,787 shares 73,787 $2.72M <0.01% +373 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 73,375 shares; 2025Q1: 64,189 shares; 2025Q2: 66,135 shares; 2025Q3: 64,391 shares; 2025Q4: 72,260 shares; 2026Q1: 40,837 shares 40,837 $2.71M <0.01% -31,423 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,195 shares; 2025Q4: 57,424 shares; 2026Q1: 74,409 shares 74,409 $2.7M <0.01% +16,985 Timeline DDWM 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: 21,341 shares; 2024Q4: 14,086 shares; 2025Q1: 14,090 shares; 2025Q2: 63,700 shares; 2025Q3: 61,067 shares; 2025Q4: 60,998 shares; 2026Q1: 61,129 shares 61,129 $2.7M <0.01% +131 Timeline DTD 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: 26,842 shares; 2025Q1: 26,832 shares; 2025Q2: 30,178 shares; 2025Q3: 30,204 shares; 2025Q4: 31,158 shares; 2026Q1: 30,877 shares 30,877 $2.7M <0.01% -281 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,457 shares; 2025Q1: 2,631 shares; 2025Q2: 1,798 shares; 2025Q3: 4,719 shares; 2025Q4: 19,724 shares; 2026Q1: 15,028 shares 15,028 $2.7M <0.01% -4,696 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,440 shares; 2025Q1: 18,420 shares; 2025Q2: 25,997 shares; 2025Q3: 33,238 shares; 2025Q4: 49,905 shares; 2026Q1: 154,452 shares 154,452 $2.68M <0.01% +104,547 Timeline BSMQ 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: 72,375 shares; 2024Q4: 75,881 shares; 2025Q1: 80,922 shares; 2025Q2: 89,748 shares; 2025Q3: 101,349 shares; 2025Q4: 112,530 shares; 2026Q1: 113,490 shares 113,490 $2.68M <0.01% +960 Timeline BSMR 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: 72,331 shares; 2024Q4: 76,336 shares; 2025Q1: 81,380 shares; 2025Q2: 89,127 shares; 2025Q3: 100,737 shares; 2025Q4: 111,898 shares; 2026Q1: 112,943 shares 112,943 $2.67M <0.01% +1,045 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS 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: 22,457 shares; 2025Q4: 68,675 shares; 2026Q1: 103,621 shares 103,621 $2.67M <0.01% +34,946 Timeline HOLA 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: 52,561 shares; 2026Q1: 50,517 shares 50,517 $2.66M <0.01% -2,044 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,191 shares; 2025Q4: 76,477 shares; 2026Q1: 73,840 shares 73,840 $2.65M <0.01% -2,637 Timeline PRVS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 34,654 shares; 2026Q1: 95,861 shares 95,861 $2.64M <0.01% +61,207 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,618 shares; 2024Q4: 43,504 shares; 2025Q1: 52,240 shares; 2025Q2: 56,177 shares; 2025Q3: 62,337 shares; 2025Q4: 40,116 shares; 2026Q1: 33,740 shares 33,740 $2.63M <0.01% -6,376 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 5,589 shares; 2025Q1: 8,465 shares; 2025Q2: 11,363 shares; 2025Q3: 7,278 shares; 2025Q4: 10,690 shares; 2026Q1: 10,329 shares 10,329 $2.63M <0.01% -361 Timeline ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,969,000 shares; 2026Q1: 2,934,000 shares 2,934,000 $2.62M <0.01% -35,000 NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,217 shares; 2025Q1: 24,251 shares; 2025Q2: 51,479 shares; 2025Q3: 111,979 shares; 2025Q4: 153,589 shares; 2026Q1: 173,468 shares 173,468 $2.61M <0.01% +19,879 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,189 shares; 2026Q1: 334,785 shares 334,785 $2.6M <0.01% +17,596 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,466 shares; 2025Q1: 4,046 shares; 2025Q2: 5,369 shares; 2025Q3: 9,201 shares; 2025Q4: 22,061 shares; 2026Q1: 20,487 shares 20,487 $2.6M <0.01% -1,574 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,095 shares; 2025Q4: 124,659 shares; 2026Q1: 108,923 shares 108,923 $2.59M <0.01% -15,736 Timeline TQQQ 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: 11,000 shares; 2024Q4: 10,876 shares; 2025Q1: 10,954 shares; 2025Q2: 17,568 shares; 2025Q3: 65,241 shares; 2025Q4: 160,144 shares; 2026Q1: 62,011 shares 62,011 $2.58M <0.01% -98,133 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 1,232 shares; 2025Q1: 1,385 shares; 2025Q2: 1,403 shares; 2025Q3: 2,215 shares; 2025Q4: 7,523 shares; 2026Q1: 8,276 shares 8,276 $2.58M <0.01% +753 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 2,263 shares; 2025Q1: 925 shares; 2025Q2: 1,124 shares; 2025Q3: 4,899 shares; 2025Q4: 3,971 shares; 2026Q1: 11,090 shares 11,090 $2.58M <0.01% +7,119 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,585 shares; 2025Q1: 3,321 shares; 2025Q2: 4,737 shares; 2025Q3: 6,290 shares; 2025Q4: 9,166 shares; 2026Q1: 9,465 shares 9,465 $2.58M <0.01% +299 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,733 shares; 2025Q1: 5,216 shares; 2025Q2: 6,754 shares; 2025Q3: 4,367 shares; 2025Q4: 13,295 shares; 2026Q1: 14,281 shares 14,281 $2.57M <0.01% +986 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 13,957 shares; 2025Q1: 14,747 shares; 2025Q2: not reported; 2025Q3: 48,546 shares; 2025Q4: 427,675 shares; 2026Q1: 351,660 shares 351,660 $2.57M <0.01% -76,015 Timeline BSMS 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: 72,809 shares; 2024Q4: 76,149 shares; 2025Q1: 80,407 shares; 2025Q2: 88,665 shares; 2025Q3: 100,548 shares; 2025Q4: 108,401 shares; 2026Q1: 109,444 shares 109,444 $2.56M <0.01% +1,043 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371,249 shares; 2025Q1: 99,665 shares; 2025Q2: 100,253 shares; 2025Q3: 102,349 shares; 2025Q4: 101,930 shares; 2026Q1: 96,139 shares 96,139 $2.55M <0.01% -5,791 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,727 shares; 2025Q1: not reported; 2025Q2: 25,013 shares; 2025Q3: 39,059 shares; 2025Q4: 121,641 shares; 2026Q1: 95,132 shares 95,132 $2.53M <0.01% -26,509 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 12,602 shares; 2025Q1: 10,379 shares; 2025Q2: 17,757 shares; 2025Q3: 19,635 shares; 2025Q4: 26,858 shares; 2026Q1: 33,916 shares 33,916 $2.53M <0.01% +7,058 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,025 shares; 2025Q1: 42,947 shares; 2025Q2: 49,074 shares; 2025Q3: 52,976 shares; 2025Q4: 65,590 shares; 2026Q1: 174,951 shares 174,951 $2.52M <0.01% +109,361 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,244 shares 29,244 $2.52M <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,251 shares; 2024Q4: 139,207 shares; 2025Q1: 77,709 shares; 2025Q2: 67,164 shares; 2025Q3: 50,446 shares; 2025Q4: 204,100 shares; 2026Q1: 160,877 shares 160,877 $2.52M <0.01% -43,223 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,556 shares; 2024Q4: 22,414 shares; 2025Q1: 21,613 shares; 2025Q2: 20,372 shares; 2025Q3: 27,366 shares; 2025Q4: 39,086 shares; 2026Q1: 30,735 shares 30,735 $2.51M <0.01% -8,351 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 26,320 shares; 2025Q1: 19,821 shares; 2025Q2: 19,833 shares; 2025Q3: 19,571 shares; 2025Q4: 22,411 shares; 2026Q1: 26,900 shares 26,900 $2.51M <0.01% +4,489 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 9,371 shares; 2025Q1: 10,375 shares; 2025Q2: 13,201 shares; 2025Q3: 13,667 shares; 2025Q4: 29,569 shares; 2026Q1: 29,621 shares 29,621 $2.51M <0.01% +52 Timeline IYM 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: 16,680 shares; 2025Q1: 12,893 shares; 2025Q2: 12,631 shares; 2025Q3: 12,211 shares; 2025Q4: 13,714 shares; 2026Q1: 14,249 shares 14,249 $2.51M <0.01% +535 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,067 shares; 2025Q3: 11,663 shares; 2025Q4: 15,822 shares; 2026Q1: 24,148 shares 24,148 $2.51M <0.01% +8,326 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 8,508 shares; 2025Q1: 9,145 shares; 2025Q2: 9,571 shares; 2025Q3: 5,260 shares; 2025Q4: 30,475 shares; 2026Q1: 52,362 shares 52,362 $2.5M <0.01% +21,887 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,013 shares; 2024Q4: 72,208 shares; 2025Q1: 72,654 shares; 2025Q2: 69,266 shares; 2025Q3: 73,708 shares; 2025Q4: 59,859 shares; 2026Q1: 52,105 shares 52,105 $2.5M <0.01% -7,754 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,788 shares; 2024Q4: 3,745 shares; 2025Q1: 3,473 shares; 2025Q2: 3,587 shares; 2025Q3: 2,919 shares; 2025Q4: 16,380 shares; 2026Q1: 16,269 shares 16,269 $2.5M <0.01% -111 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,301 shares; 2024Q4: 39,655 shares; 2025Q1: 46,218 shares; 2025Q2: 46,482 shares; 2025Q3: 33,989 shares; 2025Q4: 34,008 shares; 2026Q1: 46,642 shares 46,642 $2.49M <0.01% +12,634 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,936 shares; 2026Q1: 107,572 shares 107,572 $2.49M <0.01% -61,364 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,296 shares; 2025Q2: 70,479 shares; 2025Q3: 64,207 shares; 2025Q4: 53,326 shares; 2026Q1: 53,807 shares 53,807 $2.49M <0.01% +481 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: 1,329 shares; 2025Q2: 3,639 shares; 2025Q3: 4,778 shares; 2025Q4: 14,146 shares; 2026Q1: 15,054 shares 15,054 $2.48M <0.01% +908 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 37,339 shares; 2025Q1: 36,893 shares; 2025Q2: 36,687 shares; 2025Q3: 39,851 shares; 2025Q4: 37,153 shares; 2026Q1: 36,106 shares 36,106 $2.47M <0.01% -1,047 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 6,931 shares; 2025Q1: 9,362 shares; 2025Q2: 6,642 shares; 2025Q3: 4,943 shares; 2025Q4: 34,100 shares; 2026Q1: 36,159 shares 36,159 $2.45M <0.01% +2,059 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: 4,208 shares; 2025Q3: 7,717 shares; 2025Q4: 4,238 shares; 2026Q1: 4,692 shares 4,692 $2.45M <0.01% +454 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 40,566 shares; 2025Q1: 44,784 shares; 2025Q2: 38,764 shares; 2025Q3: 39,989 shares; 2025Q4: 50,414 shares; 2026Q1: 52,041 shares 52,041 $2.45M <0.01% +1,627 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,183 shares; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 10,904 shares; 2025Q3: 42,629 shares; 2025Q4: 3,804 shares; 2026Q1: 8,320 shares 8,320 $2.44M <0.01% +4,516 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 5,086 shares; 2025Q1: 4,552 shares; 2025Q2: 4,700 shares; 2025Q3: 5,387 shares; 2025Q4: 9,972 shares; 2026Q1: 9,617 shares 9,617 $2.44M <0.01% -355 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,181 shares; 2024Q4: 46,013 shares; 2025Q1: 153,051 shares; 2025Q2: 97,118 shares; 2025Q3: 16,534 shares; 2025Q4: 49,867 shares; 2026Q1: 107,689 shares 107,689 $2.44M <0.01% +57,822 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 5,461 shares; 2025Q4: 28,115 shares; 2026Q1: 29,362 shares 29,362 $2.44M <0.01% +1,247 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,899 shares; 2025Q4: 84,607 shares; 2026Q1: 88,988 shares 88,988 $2.44M <0.01% +4,381 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,707 shares; 2026Q1: 13,580 shares 13,580 $2.42M <0.01% +10,873 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,451 shares; 2024Q4: 613,305 shares; 2025Q1: 712,564 shares; 2025Q2: 724,259 shares; 2025Q3: 66,927 shares; 2025Q4: 75,368 shares; 2026Q1: 69,076 shares 69,076 $2.42M <0.01% -6,292 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,132 shares; 2025Q3: 92,990 shares; 2025Q4: 268,100 shares; 2026Q1: 42,503 shares 42,503 $2.42M <0.01% -225,597 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,667 shares; 2025Q1: 16,618 shares; 2025Q2: 40,628 shares; 2025Q3: 51,557 shares; 2025Q4: 25,900 shares; 2026Q1: 96,017 shares 96,017 $2.42M <0.01% +70,117 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,291 shares; 2025Q3: 18,468 shares; 2025Q4: 74,617 shares; 2026Q1: 86,470 shares 86,470 $2.42M <0.01% +11,853 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,462 shares; 2024Q4: 17,360 shares; 2025Q1: 14,288 shares; 2025Q2: 18,356 shares; 2025Q3: 12,348 shares; 2025Q4: 119,982 shares; 2026Q1: 106,757 shares 106,757 $2.42M <0.01% -13,225 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,372 shares; 2026Q1: 22,864 shares 22,864 $2.41M <0.01% -14,508 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,107 shares; 2025Q1: 10,769 shares; 2025Q2: 10,853 shares; 2025Q3: 12,369 shares; 2025Q4: 15,247 shares; 2026Q1: 16,579 shares 16,579 $2.4M <0.01% +1,332 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,842 shares; 2024Q4: 148,719 shares; 2025Q1: 11,913 shares; 2025Q2: 9,996 shares; 2025Q3: 8,389 shares; 2025Q4: 56,515 shares; 2026Q1: 19,333 shares 19,333 $2.39M <0.01% -37,182 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,943 shares; 2024Q4: 34,934 shares; 2025Q1: 25,888 shares; 2025Q2: 19,695 shares; 2025Q3: 33,962 shares; 2025Q4: 83,610 shares; 2026Q1: 98,052 shares 98,052 $2.38M <0.01% +14,442 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,499 shares; 2024Q4: 83,569 shares; 2025Q1: 35,225 shares; 2025Q2: 83,076 shares; 2025Q3: 66,878 shares; 2025Q4: 73,306 shares; 2026Q1: 109,744 shares 109,744 $2.37M <0.01% +36,438 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,752 shares; 2025Q1: 33,375 shares; 2025Q2: 46,024 shares; 2025Q3: 82,895 shares; 2025Q4: 97,486 shares; 2026Q1: 78,350 shares 78,350 $2.37M <0.01% -19,136 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,181 shares; 2025Q1: 1,460 shares; 2025Q2: 9,052 shares; 2025Q3: 4,982 shares; 2025Q4: 25,567 shares; 2026Q1: 35,318 shares 35,318 $2.37M <0.01% +9,751 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 961 shares; 2025Q3: 1,595 shares; 2025Q4: 7,245 shares; 2026Q1: 9,654 shares 9,654 $2.37M <0.01% +2,409 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 10,317 shares; 2025Q1: 9,995 shares; 2025Q2: 10,172 shares; 2025Q3: 11,020 shares; 2025Q4: 11,510 shares; 2026Q1: 11,941 shares 11,941 $2.37M <0.01% +431 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,867 shares; 2025Q1: not reported; 2025Q2: 3,865 shares; 2025Q3: 11,050 shares; 2025Q4: 15,483 shares; 2026Q1: 23,988 shares 23,988 $2.36M <0.01% +8,505 Timeline FEZ 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: 23,142 shares; 2024Q4: 25,019 shares; 2025Q1: 27,936 shares; 2025Q2: 30,753 shares; 2025Q3: 29,539 shares; 2025Q4: 33,536 shares; 2026Q1: 37,881 shares 37,881 $2.35M <0.01% +4,345 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 8,136 shares; 2025Q1: 7,910 shares; 2025Q2: 8,769 shares; 2025Q3: 5,620 shares; 2025Q4: 31,277 shares; 2026Q1: 40,905 shares 40,905 $2.33M <0.01% +9,628 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,588 shares; 2024Q4: 7,946 shares; 2025Q1: 9,038 shares; 2025Q2: 9,039 shares; 2025Q3: 8,129 shares; 2025Q4: 11,495 shares; 2026Q1: 11,413 shares 11,413 $2.33M <0.01% -82 Timeline GUNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,459 shares; 2025Q3: 45,038 shares; 2025Q4: 41,925 shares; 2026Q1: 42,141 shares 42,141 $2.32M <0.01% +216 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,414 shares; 2025Q1: 19,254 shares; 2025Q2: 19,880 shares; 2025Q3: 19,789 shares; 2025Q4: 21,462 shares; 2026Q1: 22,530 shares 22,530 $2.32M <0.01% +1,068 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 19,848 shares; 2025Q1: 21,637 shares; 2025Q2: 26,869 shares; 2025Q3: 19,459 shares; 2025Q4: 34,547 shares; 2026Q1: 36,438 shares 36,438 $2.32M <0.01% +1,891 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,776 shares; 2024Q4: 17,740 shares; 2025Q1: 17,923 shares; 2025Q2: 37,249 shares; 2025Q3: 77,402 shares; 2025Q4: 93,443 shares; 2026Q1: 105,436 shares 105,436 $2.3M <0.01% +11,993 Timeline BSMT 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: 42,759 shares; 2025Q1: 47,213 shares; 2025Q2: 73,757 shares; 2025Q3: 85,825 shares; 2025Q4: 95,062 shares; 2026Q1: 99,679 shares 99,679 $2.29M <0.01% +4,617 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: not reported; 2025Q1: 6,005 shares; 2025Q2: not reported; 2025Q3: 15,797 shares; 2025Q4: 22,545 shares; 2026Q1: 76,184 shares 76,184 $2.29M <0.01% +53,639 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,516 shares; 2024Q4: 93,700 shares; 2025Q1: 101,718 shares; 2025Q2: 101,965 shares; 2025Q3: 139,296 shares; 2025Q4: 120,430 shares; 2026Q1: 120,351 shares 120,351 $2.29M <0.01% -79 Timeline REZ 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: 22,890 shares; 2024Q4: 31,759 shares; 2025Q1: 31,525 shares; 2025Q2: 31,922 shares; 2025Q3: 31,362 shares; 2025Q4: 30,733 shares; 2026Q1: 27,453 shares 27,453 $2.28M <0.01% -3,280 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 5,606 shares; 2025Q1: 5,235 shares; 2025Q2: 6,387 shares; 2025Q3: 6,439 shares; 2025Q4: 33,190 shares; 2026Q1: 34,746 shares 34,746 $2.28M <0.01% +1,556 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,911 shares; 2025Q1: 3,062 shares; 2025Q2: 4,274 shares; 2025Q3: 4,921 shares; 2025Q4: 12,214 shares; 2026Q1: 13,315 shares 13,315 $2.28M <0.01% +1,101 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: not reported; 2025Q1: 98,217 shares; 2025Q2: 110,664 shares; 2025Q3: 111,210 shares; 2025Q4: 106,160 shares; 2026Q1: 106,264 shares 106,264 $2.28M <0.01% +104 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,103 shares; 2025Q1: 48,562 shares; 2025Q2: 48,562 shares; 2025Q3: 51,260 shares; 2025Q4: 97,602 shares; 2026Q1: 104,157 shares 104,157 $2.28M <0.01% +6,555 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,125 shares; 2025Q3: 33,128 shares; 2025Q4: 48,868 shares; 2026Q1: 55,863 shares 55,863 $2.28M <0.01% +6,995 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 8,037 shares; 2025Q4: 19,572 shares; 2026Q1: 13,808 shares 13,808 $2.28M <0.01% -5,764 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 13,367 shares; 2025Q1: 13,418 shares; 2025Q2: 13,643 shares; 2025Q3: 12,373 shares; 2025Q4: 19,817 shares; 2026Q1: 16,305 shares 16,305 $2.27M <0.01% -3,512 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly 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: 215,568 shares; 2026Q1: 199,908 shares 199,908 $2.26M <0.01% -15,660 Timeline FVD 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: 62,156 shares; 2024Q4: 73,421 shares; 2025Q1: 76,995 shares; 2025Q2: 75,805 shares; 2025Q3: 75,209 shares; 2025Q4: 86,423 shares; 2026Q1: 47,980 shares 47,980 $2.26M <0.01% -38,443 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,600 shares; 2025Q2: 189,722 shares; 2025Q3: 172,807 shares; 2025Q4: 174,098 shares; 2026Q1: 119,497 shares 119,497 $2.26M <0.01% -54,601 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,584 shares; 2024Q4: 13,022 shares; 2025Q1: 13,054 shares; 2025Q2: 17,963 shares; 2025Q3: 17,395 shares; 2025Q4: 29,545 shares; 2026Q1: 24,470 shares 24,470 $2.25M <0.01% -5,075 Timeline FLBR 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: 88,888 shares; 2026Q1: 94,338 shares 94,338 $2.25M <0.01% +5,450 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,249 shares; 2025Q1: 2,676 shares; 2025Q2: 2,570 shares; 2025Q3: 2,101 shares; 2025Q4: 7,901 shares; 2026Q1: 11,034 shares 11,034 $2.25M <0.01% +3,133 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: 4,122 shares; 2025Q2: 5,901 shares; 2025Q3: 13,729 shares; 2025Q4: 41,019 shares; 2026Q1: 32,937 shares 32,937 $2.25M <0.01% -8,082 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,711 shares; 2025Q4: 9,659 shares; 2026Q1: 25,611 shares 25,611 $2.24M <0.01% +15,952 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,249 shares; 2025Q1: 1,387 shares; 2025Q2: 2,076 shares; 2025Q3: 1,934 shares; 2025Q4: 4,615 shares; 2026Q1: 14,163 shares 14,163 $2.23M <0.01% +9,548 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,428 shares; 2026Q1: 46,177 shares 46,177 $2.23M <0.01% -4,251 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,133 shares; 2024Q4: 28,064 shares; 2025Q1: 27,681 shares; 2025Q2: 30,453 shares; 2025Q3: 29,502 shares; 2025Q4: 18,974 shares; 2026Q1: 16,442 shares 16,442 $2.23M <0.01% -2,532 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 5,280 shares; 2025Q1: 6,866 shares; 2025Q2: 7,306 shares; 2025Q3: not reported; 2025Q4: 10,633 shares; 2026Q1: 27,615 shares 27,615 $2.22M <0.01% +16,982 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,786 shares; 2024Q4: 187,831 shares; 2025Q1: 186,096 shares; 2025Q2: 188,170 shares; 2025Q3: 100,652 shares; 2025Q4: 95,423 shares; 2026Q1: 17,201 shares 17,201 $2.22M <0.01% -78,222 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares; 2026Q1: 19,794 shares 19,794 $2.22M <0.01% +10,919 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,749 shares; 2024Q4: 26,251 shares; 2025Q1: 26,152 shares; 2025Q2: 28,148 shares; 2025Q3: 30,672 shares; 2025Q4: 32,396 shares; 2026Q1: 34,138 shares 34,138 $2.21M <0.01% +1,742 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,663 shares; 2024Q4: 4,843 shares; 2025Q1: 3,735 shares; 2025Q2: 2,600 shares; 2025Q3: 2,251 shares; 2025Q4: 4,455 shares; 2026Q1: 14,013 shares 14,013 $2.19M <0.01% +9,558 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,485 shares; 2026Q1: 145,485 shares 145,485 $2.18M <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 8,225 shares; 2025Q1: 7,644 shares; 2025Q2: 8,013 shares; 2025Q3: 9,947 shares; 2025Q4: 9,461 shares; 2026Q1: 9,708 shares 9,708 $2.18M <0.01% +247 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,870 shares; 2024Q4: 12,970 shares; 2025Q1: 14,111 shares; 2025Q2: 23,757 shares; 2025Q3: 23,859 shares; 2025Q4: 51,287 shares; 2026Q1: 55,049 shares 55,049 $2.18M <0.01% +3,762 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 7,002 shares; 2025Q1: 6,029 shares; 2025Q2: 6,269 shares; 2025Q3: 6,585 shares; 2025Q4: 35,226 shares; 2026Q1: 30,158 shares 30,158 $2.18M <0.01% -5,068 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987,678 shares; 2024Q4: not reported; 2025Q1: 4,192 shares; 2025Q2: not reported; 2025Q3: 10,704 shares; 2025Q4: 40,987 shares; 2026Q1: 34,292 shares 34,292 $2.17M <0.01% -6,695 Timeline GREEN PLAINS INC GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170,000 shares; 2026Q1: 2,150,000 shares 2,150,000 $2.13M <0.01% -20,000 IBMP 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: 54,024 shares; 2024Q4: 58,259 shares; 2025Q1: 60,180 shares; 2025Q2: 62,168 shares; 2025Q3: 62,168 shares; 2025Q4: 73,005 shares; 2026Q1: 83,285 shares 83,285 $2.12M <0.01% +10,280 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 8,468 shares; 2025Q1: 8,219 shares; 2025Q2: 34,391 shares; 2025Q3: 35,083 shares; 2025Q4: 33,987 shares; 2026Q1: 33,776 shares 33,776 $2.12M <0.01% -211 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly 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: 241,905 shares; 2026Q1: 217,576 shares 217,576 $2.1M <0.01% -24,329 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,321 shares; 2025Q1: 9,716 shares; 2025Q2: 2,556 shares; 2025Q3: 5,654 shares; 2025Q4: 8,443 shares; 2026Q1: 12,748 shares 12,748 $2.09M <0.01% +4,305 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 31,691 shares; 2025Q1: 32,241 shares; 2025Q2: 33,472 shares; 2025Q3: 22,226 shares; 2025Q4: 27,343 shares; 2026Q1: 28,278 shares 28,278 $2.08M <0.01% +935 Timeline ULST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares 1,994 $2.08M <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,494 shares; 2025Q1: 7,320 shares; 2025Q2: 6,995 shares; 2025Q3: 6,246 shares; 2025Q4: 6,753 shares; 2026Q1: 10,369 shares 10,369 $2.07M <0.01% +3,616 Timeline IMCV 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: 13,171 shares; 2024Q4: 305,677 shares; 2025Q1: 30,923 shares; 2025Q2: 24,892 shares; 2025Q3: 24,807 shares; 2025Q4: 24,401 shares; 2026Q1: 24,447 shares 24,447 $2.07M <0.01% +46 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 4,787 shares; 2025Q3: 5,609 shares; 2025Q4: 7,961 shares; 2026Q1: 6,567 shares 6,567 $2.07M <0.01% -1,394 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 53,958 shares; 2026Q1: 269,321 shares 269,321 $2.07M <0.01% +215,363 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,042 shares; 2026Q1: 59,928 shares 59,928 $2.06M <0.01% -9,114 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 5,348 shares; 2025Q1: 4,806 shares; 2025Q2: 30,501 shares; 2025Q3: 927,145 shares; 2025Q4: 7,995 shares; 2026Q1: 8,579 shares 8,579 $2.06M <0.01% +584 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,621 shares; 2024Q4: 136,309 shares; 2025Q1: 23,322 shares; 2025Q2: 25,473 shares; 2025Q3: 190,247 shares; 2025Q4: 181,911 shares; 2026Q1: 221,814 shares 221,814 $2.06M <0.01% +39,903 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,045 shares 21,045 $2.06M <0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,470 shares; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 1,827 shares; 2025Q4: 17,646 shares; 2026Q1: 18,326 shares 18,326 $2.05M <0.01% +680 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 6,158 shares; 2025Q1: 4,936 shares; 2025Q2: 6,192 shares; 2025Q3: 6,217 shares; 2025Q4: 12,667 shares; 2026Q1: 16,619 shares 16,619 $2.04M <0.01% +3,952 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,820 shares; 2025Q1: 2,774 shares; 2025Q2: 2,582 shares; 2025Q3: 2,905 shares; 2025Q4: 23,650 shares; 2026Q1: 24,970 shares 24,970 $2.04M <0.01% +1,320 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 30,474 shares; 2025Q1: 23,801 shares; 2025Q2: 34,751 shares; 2025Q3: 52,279 shares; 2025Q4: 108,251 shares; 2026Q1: 77,923 shares 77,923 $2.04M <0.01% -30,328 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,326 shares; 2025Q1: 11,082 shares; 2025Q2: 11,085 shares; 2025Q3: 18,157 shares; 2025Q4: 20,436 shares; 2026Q1: 21,778 shares 21,778 $2.04M <0.01% +1,342 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,144 shares; 2024Q4: 34,169 shares; 2025Q1: 28,848 shares; 2025Q2: 4,201 shares; 2025Q3: 1,789 shares; 2025Q4: 8,497 shares; 2026Q1: 6,530 shares 6,530 $2.02M <0.01% -1,967 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,611 shares; 2025Q3: 1,708 shares; 2025Q4: 11,820 shares; 2026Q1: 11,804 shares 11,804 $2.01M <0.01% -16 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,500 shares; 2024Q4: 56,694 shares; 2025Q1: 59,017 shares; 2025Q2: 59,040 shares; 2025Q3: 54,652 shares; 2025Q4: 58,775 shares; 2026Q1: 60,560 shares 60,560 $2.01M <0.01% +1,785 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,470 shares; 2025Q1: 33,535 shares; 2025Q2: 42,105 shares; 2025Q3: 39,959 shares; 2025Q4: 40,044 shares; 2026Q1: 40,110 shares 40,110 $2M <0.01% +66 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,066 shares; 2024Q4: 174,509 shares; 2025Q1: 176,859 shares; 2025Q2: 175,940 shares; 2025Q3: 193,014 shares; 2025Q4: 228,928 shares; 2026Q1: 287,434 shares 287,434 $2M <0.01% +58,506 Timeline BBEU 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: 27,564 shares; 2026Q1: 27,564 shares 27,564 $2M <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,521 shares; 2025Q1: 7,608 shares; 2025Q2: 8,923 shares; 2025Q3: 14,736 shares; 2025Q4: 48,109 shares; 2026Q1: 33,387 shares 33,387 $1.99M <0.01% -14,722 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,270 shares; 2025Q1: 40,814 shares; 2025Q2: 38,706 shares; 2025Q3: 38,900 shares; 2025Q4: 37,862 shares; 2026Q1: 140,978 shares 140,978 $1.98M <0.01% +103,116 Timeline CVIE 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: not reported; 2025Q1: 4,242 shares; 2025Q2: 4,246 shares; 2025Q3: 4,248 shares; 2025Q4: 14,708 shares; 2026Q1: 27,188 shares 27,188 $1.98M <0.01% +12,480 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,714 shares; 2025Q4: 32,793 shares; 2026Q1: 33,413 shares 33,413 $1.98M <0.01% +620 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 7,822 shares; 2025Q1: 8,524 shares; 2025Q2: 8,774 shares; 2025Q3: 8,643 shares; 2025Q4: 8,479 shares; 2026Q1: 5,429 shares 5,429 $1.98M <0.01% -3,050 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 14,385 shares; 2025Q1: 14,035 shares; 2025Q2: 17,715 shares; 2025Q3: 51,565 shares; 2025Q4: 71,869 shares; 2026Q1: 80,783 shares 80,783 $1.97M <0.01% +8,914 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 45,894 shares; 2025Q1: 45,057 shares; 2025Q2: 44,901 shares; 2025Q3: 33,506 shares; 2025Q4: 50,479 shares; 2026Q1: 86,369 shares 86,369 $1.97M <0.01% +35,890 Timeline NECB NORTHEAST CMNTY BANCORP INC More: the full row for NORTHEAST CMNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,115 shares; 2026Q1: 82,467 shares 82,467 $1.96M <0.01% +352 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 4,499 shares; 2025Q1: 2,415 shares; 2025Q2: 4,534 shares; 2025Q3: 8,971 shares; 2025Q4: 13,225 shares; 2026Q1: 18,081 shares 18,081 $1.96M <0.01% +4,856 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,000 shares; 2025Q1: 85,320 shares; 2025Q2: 85,353 shares; 2025Q3: 85,412 shares; 2025Q4: 91,366 shares; 2026Q1: 92,809 shares 92,809 $1.96M <0.01% +1,443 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,389 shares; 2026Q1: 176,435 shares 176,435 $1.95M <0.01% +21,046 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,721 shares; 2024Q4: 16,442 shares; 2025Q1: 16,120 shares; 2025Q2: 13,956 shares; 2025Q3: 66,387 shares; 2025Q4: 23,410 shares; 2026Q1: 28,964 shares 28,964 $1.95M <0.01% +5,554 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: 1,851 shares; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 11,130 shares; 2026Q1: 9,518 shares 9,518 $1.95M <0.01% -1,612 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 5,753 shares; 2026Q1: 20,715 shares 20,715 $1.94M <0.01% +14,962 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 13,454 shares; 2025Q1: 18,253 shares; 2025Q2: 35,488 shares; 2025Q3: 38,414 shares; 2025Q4: 81,779 shares; 2026Q1: 97,599 shares 97,599 $1.94M <0.01% +15,820 Timeline CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN 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: 272,431 shares; 2026Q1: 242,888 shares 242,888 $1.94M <0.01% -29,543 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly 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: 230,856 shares; 2026Q1: 204,509 shares 204,509 $1.92M <0.01% -26,347 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 44,075 shares; 2026Q1: 76,431 shares 76,431 $1.92M <0.01% +32,356 Timeline IBMQ 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: 55,099 shares; 2024Q4: 58,935 shares; 2025Q1: 60,857 shares; 2025Q2: 62,843 shares; 2025Q3: 62,843 shares; 2025Q4: 64,805 shares; 2026Q1: 75,005 shares 75,005 $1.91M <0.01% +10,200 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,350 shares 28,350 $1.91M <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 4,427 shares; 2025Q1: 3,626 shares; 2025Q2: 5,425 shares; 2025Q3: 3,928 shares; 2025Q4: 14,837 shares; 2026Q1: 21,925 shares 21,925 $1.9M <0.01% +7,088 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,091 shares; 2025Q1: 12,729 shares; 2025Q2: 13,897 shares; 2025Q3: 21,208 shares; 2025Q4: 18,824 shares; 2026Q1: 20,188 shares 20,188 $1.9M <0.01% +1,364 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 32,827 shares; 2025Q1: 27,494 shares; 2025Q2: 28,615 shares; 2025Q3: 32,680 shares; 2025Q4: 35,514 shares; 2026Q1: 39,837 shares 39,837 $1.89M <0.01% +4,323 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: not reported; 2025Q1: 6,569 shares; 2025Q2: 5,874 shares; 2025Q3: not reported; 2025Q4: 6,046 shares; 2026Q1: 30,463 shares 30,463 $1.88M <0.01% +24,417 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,088 shares; 2025Q2: not reported; 2025Q3: 10,162 shares; 2025Q4: 25,545 shares; 2026Q1: 46,646 shares 46,646 $1.88M <0.01% +21,101 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,052 shares; 2024Q4: 28,597 shares; 2025Q1: 27,262 shares; 2025Q2: 29,524 shares; 2025Q3: 31,329 shares; 2025Q4: 33,208 shares; 2026Q1: 31,815 shares 31,815 $1.88M <0.01% -1,393 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,311 shares; 2024Q4: 13,866 shares; 2025Q1: 13,314 shares; 2025Q2: 12,792 shares; 2025Q3: 11,452 shares; 2025Q4: 16,964 shares; 2026Q1: 17,556 shares 17,556 $1.87M <0.01% +592 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,559 shares; 2024Q4: 11,552 shares; 2025Q1: 2,527 shares; 2025Q2: 4,085 shares; 2025Q3: 9,276 shares; 2025Q4: 8,021 shares; 2026Q1: 5,733 shares 5,733 $1.87M <0.01% -2,288 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 24,471 shares; 2025Q4: 14,247 shares; 2026Q1: 94,255 shares 94,255 $1.86M <0.01% +80,008 Timeline NOCT 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: 35,462 shares; 2024Q4: 35,762 shares; 2025Q1: 35,762 shares; 2025Q2: 35,762 shares; 2025Q3: 33,762 shares; 2025Q4: 33,012 shares; 2026Q1: 33,012 shares 33,012 $1.86M <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,400 shares; 2025Q2: 69,080 shares; 2025Q3: 70,259 shares; 2025Q4: 74,219 shares; 2026Q1: 77,411 shares 77,411 $1.85M <0.01% +3,192 Timeline IBMO 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: 56,671 shares; 2024Q4: 61,924 shares; 2025Q1: 59,964 shares; 2025Q2: 65,243 shares; 2025Q3: 66,726 shares; 2025Q4: 69,652 shares; 2026Q1: 72,066 shares 72,066 $1.85M <0.01% +2,414 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly 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: 198,759 shares; 2026Q1: 225,692 shares 225,692 $1.84M <0.01% +26,933 Timeline JBND 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: 7,331 shares; 2024Q4: 7,403 shares; 2025Q1: 7,470 shares; 2025Q2: 10,068 shares; 2025Q3: 6,609 shares; 2025Q4: 12,873 shares; 2026Q1: 34,103 shares 34,103 $1.83M <0.01% +21,230 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 31,242 shares; 2025Q1: 28,788 shares; 2025Q2: 34,094 shares; 2025Q3: 34,452 shares; 2025Q4: 37,627 shares; 2026Q1: 37,820 shares 37,820 $1.83M <0.01% +193 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 1,473 shares; 2025Q1: 1,430 shares; 2025Q2: 1,462 shares; 2025Q3: 521 shares; 2025Q4: 2,568 shares; 2026Q1: 5,352 shares 5,352 $1.83M <0.01% +2,784 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 20,216 shares; 2025Q1: 19,289 shares; 2025Q2: 19,086 shares; 2025Q3: 17,655 shares; 2025Q4: 19,795 shares; 2026Q1: 20,919 shares 20,919 $1.83M <0.01% +1,124 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,726 shares; 2025Q1: 1,391 shares; 2025Q2: 2,462 shares; 2025Q3: 1,605 shares; 2025Q4: 11,935 shares; 2026Q1: 10,120 shares 10,120 $1.83M <0.01% -1,815 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 7,527 shares; 2025Q1: 7,460 shares; 2025Q2: 6,926 shares; 2025Q3: 9,740 shares; 2025Q4: 12,552 shares; 2026Q1: 13,513 shares 13,513 $1.83M <0.01% +961 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,553 shares; 2024Q4: 9,879 shares; 2025Q1: 5,658 shares; 2025Q2: 10,537 shares; 2025Q3: 4,870 shares; 2025Q4: 23,030 shares; 2026Q1: 38,903 shares 38,903 $1.82M <0.01% +15,873 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,064 shares; 2024Q4: 21,997 shares; 2025Q1: 41,554 shares; 2025Q2: 43,261 shares; 2025Q3: 41,704 shares; 2025Q4: 44,524 shares; 2026Q1: 41,685 shares 41,685 $1.82M <0.01% -2,839 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,017 shares 49,017 $1.81M <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 25,807 shares; 2025Q1: 143,574 shares; 2025Q2: 24,421 shares; 2025Q3: 20,206 shares; 2025Q4: 52,827 shares; 2026Q1: 44,272 shares 44,272 $1.81M <0.01% -8,555 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,316 shares; 2025Q1: 1,398 shares; 2025Q2: 1,182 shares; 2025Q3: 1,065 shares; 2025Q4: 3,536 shares; 2026Q1: 7,079 shares 7,079 $1.8M <0.01% +3,543 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,316 shares; 2024Q4: 42,939 shares; 2025Q1: not reported; 2025Q2: 23,458 shares; 2025Q3: 25,198 shares; 2025Q4: 51,814 shares; 2026Q1: 67,533 shares 67,533 $1.8M <0.01% +15,719 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,771 shares; 2025Q1: 27,375 shares; 2025Q2: 26,829 shares; 2025Q3: 336,502 shares; 2025Q4: 348,853 shares; 2026Q1: 47,974 shares 47,974 $1.8M <0.01% -300,879 Timeline BOXX 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: not reported; 2024Q4: 33,088 shares; 2025Q1: 32,791 shares; 2025Q2: 12,361 shares; 2025Q3: 16,681 shares; 2025Q4: 16,944 shares; 2026Q1: 15,425 shares 15,425 $1.8M <0.01% -1,519 Timeline UYG 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: 9,000 shares; 2024Q4: 11,695 shares; 2025Q1: 11,695 shares; 2025Q2: 11,703 shares; 2025Q3: 14,116 shares; 2025Q4: 24,179 shares; 2026Q1: 24,450 shares 24,450 $1.79M <0.01% +271 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 45,421 shares; 2025Q1: 46,684 shares; 2025Q2: 43,537 shares; 2025Q3: 43,093 shares; 2025Q4: 47,392 shares; 2026Q1: 39,607 shares 39,607 $1.79M <0.01% -7,785 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,552 shares; 2025Q3: 24,300 shares; 2025Q4: 49,403 shares; 2026Q1: 94,875 shares 94,875 $1.79M <0.01% +45,472 Timeline CCOR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,630 shares; 2026Q1: 68,709 shares 68,709 $1.79M <0.01% -1,921 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,460 shares; 2025Q1: 8,737 shares; 2025Q2: 9,167 shares; 2025Q3: 11,802 shares; 2025Q4: 24,410 shares; 2026Q1: 33,446 shares 33,446 $1.79M <0.01% +9,036 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,987 shares; 2024Q4: 359,154 shares; 2025Q1: 314,925 shares; 2025Q2: 324,090 shares; 2025Q3: 60,312 shares; 2025Q4: 135,502 shares; 2026Q1: 132,034 shares 132,034 $1.78M <0.01% -3,468 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,630 shares; 2025Q1: 4,400 shares; 2025Q2: 5,131 shares; 2025Q3: 12,756 shares; 2025Q4: 22,879 shares; 2026Q1: 14,276 shares 14,276 $1.78M <0.01% -8,603 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly 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: 52,445 shares 52,445 $1.78M <0.01% new Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,605 shares; 2025Q3: not reported; 2025Q4: 51,955 shares; 2026Q1: 51,955 shares 51,955 $1.78M <0.01% 0 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,034 shares; 2026Q1: 50,170 shares 50,170 $1.78M <0.01% -1,864 Timeline PDP 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: 13,602 shares; 2024Q4: 13,599 shares; 2025Q1: 13,007 shares; 2025Q2: 13,197 shares; 2025Q3: 9,391 shares; 2025Q4: 15,972 shares; 2026Q1: 14,646 shares 14,646 $1.77M <0.01% -1,326 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 3,250 shares 3,250 $1.77M <0.01% +1,354 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,088 shares 68,088 $1.76M <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 5,876 shares; 2025Q1: 6,981 shares; 2025Q2: not reported; 2025Q3: 12,935 shares; 2025Q4: 16,221 shares; 2026Q1: 24,746 shares 24,746 $1.76M <0.01% +8,525 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,824 shares; 2025Q1: 33,834 shares; 2025Q2: 34,437 shares; 2025Q3: 35,180 shares; 2025Q4: 54,005 shares; 2026Q1: 31,134 shares 31,134 $1.75M <0.01% -22,871 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,329 shares; 2024Q4: 23,596 shares; 2025Q1: 71,286 shares; 2025Q2: 70,624 shares; 2025Q3: 71,519 shares; 2025Q4: 144,997 shares; 2026Q1: 142,178 shares 142,178 $1.75M <0.01% -2,819 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 11,237 shares; 2025Q1: 11,277 shares; 2025Q2: 11,304 shares; 2025Q3: 12,457 shares; 2025Q4: 11,552 shares; 2026Q1: 11,560 shares 11,560 $1.75M <0.01% +8 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,914 shares 108,914 $1.75M <0.01% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,788 shares; 2026Q1: 75,536 shares 75,536 $1.74M <0.01% -252 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,673 shares; 2025Q2: 60,727 shares; 2025Q3: 60,906 shares; 2025Q4: 60,968 shares; 2026Q1: 62,212 shares 62,212 $1.74M <0.01% +1,244 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 10,376 shares; 2025Q1: 10,757 shares; 2025Q2: 17,418 shares; 2025Q3: 37,894 shares; 2025Q4: 52,604 shares; 2026Q1: 52,496 shares 52,496 $1.74M <0.01% -108 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,682 shares; 2025Q4: 71,173 shares; 2026Q1: 128,893 shares 128,893 $1.74M <0.01% +57,720 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,088 shares; 2025Q3: 10,606 shares; 2025Q4: 17,632 shares; 2026Q1: 25,876 shares 25,876 $1.74M <0.01% +8,244 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 5,272 shares; 2025Q1: 4,273 shares; 2025Q2: 3,885 shares; 2025Q3: 4,530 shares; 2025Q4: 10,263 shares; 2026Q1: 6,198 shares 6,198 $1.74M <0.01% -4,065 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 15,402 shares; 2025Q1: 15,438 shares; 2025Q2: 15,618 shares; 2025Q3: 18,000 shares; 2025Q4: 22,363 shares; 2026Q1: 23,361 shares 23,361 $1.73M <0.01% +998 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 31,323 shares; 2025Q1: 16,907 shares; 2025Q2: not reported; 2025Q3: 7,919 shares; 2025Q4: 43,015 shares; 2026Q1: 45,980 shares 45,980 $1.73M <0.01% +2,965 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,030 shares; 2024Q4: 101,114 shares; 2025Q1: 18,661 shares; 2025Q2: 25,799 shares; 2025Q3: 55,472 shares; 2025Q4: 106,022 shares; 2026Q1: 111,318 shares 111,318 $1.71M <0.01% +5,296 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,303 shares; 2024Q4: 28,297 shares; 2025Q1: 28,783 shares; 2025Q2: 30,266 shares; 2025Q3: 29,726 shares; 2025Q4: 33,073 shares; 2026Q1: 29,278 shares 29,278 $1.71M <0.01% -3,795 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,742 shares; 2024Q4: 86,247 shares; 2025Q1: 86,246 shares; 2025Q2: 94,040 shares; 2025Q3: 93,973 shares; 2025Q4: 94,900 shares; 2026Q1: 97,550 shares 97,550 $1.71M <0.01% +2,650 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly 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: 22,404 shares; 2025Q4: 105,432 shares; 2026Q1: 113,947 shares 113,947 $1.7M <0.01% +8,515 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,427 shares; 2025Q1: 1,165 shares; 2025Q2: 1,124 shares; 2025Q3: 1,404 shares; 2025Q4: 3,706 shares; 2026Q1: 5,824 shares 5,824 $1.69M <0.01% +2,118 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,215 shares; 2026Q1: 20,003 shares 20,003 $1.69M <0.01% -212 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 6,720 shares; 2025Q1: 6,739 shares; 2025Q2: 6,862 shares; 2025Q3: 6,201 shares; 2025Q4: 8,865 shares; 2026Q1: 7,611 shares 7,611 $1.69M <0.01% -1,254 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,676 shares; 2026Q1: 47,436 shares 47,436 $1.69M <0.01% -1,240 Timeline ICLN 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: 56,658 shares; 2024Q4: 67,259 shares; 2025Q1: 75,516 shares; 2025Q2: 88,500 shares; 2025Q3: 80,794 shares; 2025Q4: 88,623 shares; 2026Q1: 92,052 shares 92,052 $1.68M <0.01% +3,429 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,672 shares; 2025Q2: 32,843 shares; 2025Q3: 32,843 shares; 2025Q4: 32,843 shares; 2026Q1: 37,182 shares 37,182 $1.68M <0.01% +4,339 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,481 shares; 2024Q4: 101,376 shares; 2025Q1: 103,044 shares; 2025Q2: 144,821 shares; 2025Q3: 82,156 shares; 2025Q4: 116,382 shares; 2026Q1: 44,112 shares 44,112 $1.67M <0.01% -72,270 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 11,169 shares; 2025Q4: 2,887 shares; 2026Q1: 11,164 shares 11,164 $1.67M <0.01% +8,277 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 42,398 shares; 2026Q1: 42,259 shares 42,259 $1.66M <0.01% -139 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,451 shares; 2025Q1: 2,228 shares; 2025Q2: 2,656 shares; 2025Q3: 2,170 shares; 2025Q4: 11,709 shares; 2026Q1: 12,290 shares 12,290 $1.66M <0.01% +581 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 3,472 shares; 2025Q2: 4,834 shares; 2025Q3: 8,509 shares; 2025Q4: 12,081 shares; 2026Q1: 8,497 shares 8,497 $1.66M <0.01% -3,584 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,501 shares; 2025Q4: 183,143 shares; 2026Q1: 176,358 shares 176,358 $1.65M <0.01% -6,785 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 10,618 shares; 2025Q1: 11,514 shares; 2025Q2: 12,857 shares; 2025Q3: 20,210 shares; 2025Q4: 22,549 shares; 2026Q1: 16,019 shares 16,019 $1.65M <0.01% -6,530 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,959 shares; 2025Q1: 3,287 shares; 2025Q2: 3,335 shares; 2025Q3: 2,515 shares; 2025Q4: 11,219 shares; 2026Q1: 16,311 shares 16,311 $1.64M <0.01% +5,092 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 25,000 shares; 2026Q1: 20,658 shares 20,658 $1.64M <0.01% -4,342 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,036 shares; 2025Q2: 10,034 shares; 2025Q3: 11,531 shares; 2025Q4: 75,080 shares; 2026Q1: 64,017 shares 64,017 $1.63M <0.01% -11,063 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 57,092 shares; 2026Q1: 59,528 shares 59,528 $1.63M <0.01% +2,436 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,021 shares; 2026Q1: 51,652 shares 51,652 $1.63M <0.01% +631 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,632 shares; 2024Q4: 23,653 shares; 2025Q1: 22,322 shares; 2025Q2: 25,811 shares; 2025Q3: 25,495 shares; 2025Q4: 31,582 shares; 2026Q1: 40,331 shares 40,331 $1.62M <0.01% +8,749 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,681 shares; 2026Q1: 55,902 shares 55,902 $1.62M <0.01% +4,221 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,246 shares; 2024Q4: 23,777 shares; 2025Q1: 26,861 shares; 2025Q2: 25,576 shares; 2025Q3: 13,781 shares; 2025Q4: 23,358 shares; 2026Q1: 42,402 shares 42,402 $1.62M <0.01% +19,044 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,292 shares; 2025Q1: 61,330 shares; 2025Q2: 56,038 shares; 2025Q3: 57,967 shares; 2025Q4: 64,339 shares; 2026Q1: 64,284 shares 64,284 $1.61M <0.01% -55 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,120 shares 129,120 $1.6M <0.01% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares; 2026Q1: 7,784 shares 7,784 $1.6M <0.01% +1,707 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 41,501 shares; 2025Q1: 46,782 shares; 2025Q2: 47,143 shares; 2025Q3: 48,485 shares; 2025Q4: 60,245 shares; 2026Q1: 55,245 shares 55,245 $1.59M <0.01% -5,000 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,466 shares; 2024Q4: 84,466 shares; 2025Q1: 84,475 shares; 2025Q2: 86,440 shares; 2025Q3: 88,419 shares; 2025Q4: 88,448 shares; 2026Q1: 83,920 shares 83,920 $1.59M <0.01% -4,528 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,183 shares 57,183 $1.59M <0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,847 shares; 2025Q1: 4,282 shares; 2025Q2: not reported; 2025Q3: 7,671 shares; 2025Q4: 239,974 shares; 2026Q1: 25,787 shares 25,787 $1.59M <0.01% -214,187 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 4,427 shares; 2025Q1: 4,218 shares; 2025Q2: 3,150 shares; 2025Q3: 6,617 shares; 2025Q4: 7,083 shares; 2026Q1: 4,802 shares 4,802 $1.59M <0.01% -2,281 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,524 shares; 2026Q1: 23,330 shares 23,330 $1.58M <0.01% -194 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,900 shares; 2025Q1: 54,363 shares; 2025Q2: 64,490 shares; 2025Q3: 250,328 shares; 2025Q4: 312,506 shares; 2026Q1: 236,556 shares 236,556 $1.58M <0.01% -75,950 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,280 shares; 2026Q1: 39,892 shares 39,892 $1.58M <0.01% -388 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,214 shares; 2026Q1: 55,811 shares 55,811 $1.57M <0.01% +5,597 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,970 shares; 2025Q1: 3,236 shares; 2025Q2: 5,055 shares; 2025Q3: 2,571 shares; 2025Q4: 12,482 shares; 2026Q1: 8,599 shares 8,599 $1.57M <0.01% -3,883 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,963 shares; 2026Q1: 44,471 shares 44,471 $1.56M <0.01% -5,492 Timeline PYLD 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: 9,913 shares; 2025Q4: 41,043 shares; 2026Q1: 59,599 shares 59,599 $1.56M <0.01% +18,556 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 27,502 shares; 2025Q1: 41,374 shares; 2025Q2: 15,441 shares; 2025Q3: 12,378 shares; 2025Q4: 13,777 shares; 2026Q1: 12,192 shares 12,192 $1.56M <0.01% -1,585 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,183 shares; 2025Q1: 63,950 shares; 2025Q2: 64,706 shares; 2025Q3: 65,196 shares; 2025Q4: 66,573 shares; 2026Q1: 65,449 shares 65,449 $1.54M <0.01% -1,124 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,331 shares; 2025Q2: not reported; 2025Q3: 9,181 shares; 2025Q4: 55,565 shares; 2026Q1: 43,464 shares 43,464 $1.54M <0.01% -12,101 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,612 shares; 2024Q4: 145,925 shares; 2025Q1: 145,473 shares; 2025Q2: 129,375 shares; 2025Q3: 129,750 shares; 2025Q4: 143,225 shares; 2026Q1: 143,225 shares 143,225 $1.54M <0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,689 shares; 2025Q1: 45,827 shares; 2025Q2: 43,818 shares; 2025Q3: 43,304 shares; 2025Q4: 40,941 shares; 2026Q1: 38,867 shares 38,867 $1.53M <0.01% -2,074 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL 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: 6,099 shares; 2026Q1: 10,911 shares 10,911 $1.53M <0.01% +4,812 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: 24,802 shares; 2025Q1: 8,832 shares; 2025Q2: 12,480 shares; 2025Q3: 19,326 shares; 2025Q4: 67,736 shares; 2026Q1: 50,026 shares 50,026 $1.53M <0.01% -17,710 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 2,448 shares; 2025Q3: 8,916 shares; 2025Q4: 6,231 shares; 2026Q1: 11,354 shares 11,354 $1.52M <0.01% +5,123 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 5,878 shares; 2025Q1: 7,828 shares; 2025Q2: 8,025 shares; 2025Q3: 57,146 shares; 2025Q4: 14,105 shares; 2026Q1: 10,123 shares 10,123 $1.52M <0.01% -3,982 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,321 shares; 2024Q4: 22,693 shares; 2025Q1: 51,966 shares; 2025Q2: 84,168 shares; 2025Q3: 68,150 shares; 2025Q4: 150,025 shares; 2026Q1: 189,547 shares 189,547 $1.52M <0.01% +39,522 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,019 shares; 2025Q2: 20,648 shares; 2025Q3: 17,428 shares; 2025Q4: 21,066 shares; 2026Q1: 117,339 shares 117,339 $1.51M <0.01% +96,273 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,738 shares; 2026Q1: 12,388 shares 12,388 $1.51M <0.01% +650 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 20,494 shares; 2025Q1: 18,934 shares; 2025Q2: 13,196 shares; 2025Q3: 24,859 shares; 2025Q4: 34,280 shares; 2026Q1: 48,840 shares 48,840 $1.5M <0.01% +14,560 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,813 shares; 2025Q1: 3,974 shares; 2025Q2: 4,365 shares; 2025Q3: 41,254 shares; 2025Q4: 5,396 shares; 2026Q1: 10,136 shares 10,136 $1.5M <0.01% +4,740 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,534 shares; 2025Q1: 5,774 shares; 2025Q2: 81,451 shares; 2025Q3: 9,169 shares; 2025Q4: 9,118 shares; 2026Q1: 23,911 shares 23,911 $1.5M <0.01% +14,793 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 144,944 shares; 2025Q1: 23,622 shares; 2025Q2: 126,215 shares; 2025Q3: 20,110 shares; 2025Q4: 33,390 shares; 2026Q1: 28,562 shares 28,562 $1.5M <0.01% -4,828 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,445 shares; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 8,010 shares; 2025Q4: 7,628 shares; 2026Q1: 12,469 shares 12,469 $1.49M <0.01% +4,841 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,087 shares; 2025Q1: 22,584 shares; 2025Q2: 24,760 shares; 2025Q3: 20,032 shares; 2025Q4: 27,989 shares; 2026Q1: 40,962 shares 40,962 $1.49M <0.01% +12,973 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,228 shares; 2025Q1: 3,940 shares; 2025Q2: 1,403 shares; 2025Q3: not reported; 2025Q4: 10,695 shares; 2026Q1: 11,973 shares 11,973 $1.48M <0.01% +1,278 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 8,109 shares; 2025Q1: 12,060 shares; 2025Q2: 12,066 shares; 2025Q3: 11,815 shares; 2025Q4: 12,917 shares; 2026Q1: 18,356 shares 18,356 $1.48M <0.01% +5,439 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,549 shares; 2025Q2: 6,451 shares; 2025Q3: 18,285 shares; 2025Q4: 60,867 shares; 2026Q1: 29,531 shares 29,531 $1.48M <0.01% -31,336 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT 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: 102,066 shares; 2026Q1: 130,766 shares 130,766 $1.47M <0.01% +28,700 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,898 shares 29,898 $1.47M <0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,686 shares 32,686 $1.46M <0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,042 shares; 2025Q2: 14,763 shares; 2025Q3: 16,848 shares; 2025Q4: 22,935 shares; 2026Q1: 53,283 shares 53,283 $1.46M <0.01% +30,348 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 41,891 shares; 2025Q1: 41,128 shares; 2025Q2: 42,238 shares; 2025Q3: 44,163 shares; 2025Q4: 42,239 shares; 2026Q1: 15,113 shares 15,113 $1.46M <0.01% -27,126 Timeline BLV 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: 10,626 shares; 2024Q4: 9,108 shares; 2025Q1: 6,989 shares; 2025Q2: 5,933 shares; 2025Q3: 5,355 shares; 2025Q4: 16,497 shares; 2026Q1: 21,128 shares 21,128 $1.45M <0.01% +4,631 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,608 shares; 2025Q3: 10,481 shares; 2025Q4: 90,008 shares; 2026Q1: 80,367 shares 80,367 $1.45M <0.01% -9,641 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,448 shares; 2025Q1: 2,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,622 shares; 2026Q1: 8,582 shares 8,582 $1.45M <0.01% +6,960 Timeline SPIB 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: not reported; 2025Q3: not reported; 2025Q4: 44,656 shares; 2026Q1: 42,933 shares 42,933 $1.44M <0.01% -1,723 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,011 shares; 2025Q4: 19,972 shares; 2026Q1: 25,562 shares 25,562 $1.43M <0.01% +5,590 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,680 shares; 2025Q1: 5,715 shares; 2025Q2: 1,973 shares; 2025Q3: 4,754 shares; 2025Q4: 9,943 shares; 2026Q1: 4,534 shares 4,534 $1.42M <0.01% -5,409 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,274 shares; 2025Q1: 16,273 shares; 2025Q2: 30,295 shares; 2025Q3: 26,080 shares; 2025Q4: 24,134 shares; 2026Q1: 61,597 shares 61,597 $1.42M <0.01% +37,463 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,081 shares; 2024Q4: 66,952 shares; 2025Q1: 29,801 shares; 2025Q2: 20,783 shares; 2025Q3: 17,421 shares; 2025Q4: 112,966 shares; 2026Q1: 83,369 shares 83,369 $1.42M <0.01% -29,597 Timeline PULS 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: 35,708 shares; 2024Q4: 5,464 shares; 2025Q1: 22,858 shares; 2025Q2: 31,902 shares; 2025Q3: 37,797 shares; 2025Q4: 45,831 shares; 2026Q1: 17,510 shares 17,510 $1.41M <0.01% -28,321 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL 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: 259,767 shares; 2026Q1: 249,768 shares 249,768 $1.4M <0.01% -9,999 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 2,400 shares; 2025Q2: 5,672 shares; 2025Q3: 8,863 shares; 2025Q4: 8,545 shares; 2026Q1: 10,500 shares 10,500 $1.4M <0.01% +1,955 Timeline FLJP 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: 36,759 shares; 2026Q1: 38,501 shares 38,501 $1.39M <0.01% +1,742 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,491 shares; 2025Q3: 15,692 shares; 2025Q4: 56,398 shares; 2026Q1: 59,463 shares 59,463 $1.39M <0.01% +3,065 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 23,865 shares; 2025Q1: 24,734 shares; 2025Q2: 29,074 shares; 2025Q3: 31,184 shares; 2025Q4: 37,597 shares; 2026Q1: 38,382 shares 38,382 $1.39M <0.01% +785 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 23,947 shares; 2026Q1: 19,084 shares 19,084 $1.38M <0.01% -4,863 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,828 shares; 2025Q4: 81,088 shares; 2026Q1: 87,346 shares 87,346 $1.38M <0.01% +6,258 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,695 shares; 2025Q1: 3,650 shares; 2025Q2: 2,894 shares; 2025Q3: 2,778 shares; 2025Q4: 5,748 shares; 2026Q1: 4,980 shares 4,980 $1.38M <0.01% -768 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 29,317 shares; 2026Q1: 34,826 shares 34,826 $1.37M <0.01% +5,509 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: not reported; 2025Q3: 5,451 shares; 2025Q4: 34,419 shares; 2026Q1: 34,519 shares 34,519 $1.37M <0.01% +100 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,860 shares; 2024Q4: 71,281 shares; 2025Q1: 13,284 shares; 2025Q2: 18,367 shares; 2025Q3: 12,947 shares; 2025Q4: 20,701 shares; 2026Q1: 21,036 shares 21,036 $1.36M <0.01% +335 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,845 shares; 2025Q2: 9,924 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,719 shares 6,719 $1.36M <0.01% new Timeline XOP 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: 3,906 shares; 2024Q4: 9,436 shares; 2025Q1: 9,974 shares; 2025Q2: 7,829 shares; 2025Q3: 7,801 shares; 2025Q4: 7,491 shares; 2026Q1: 7,445 shares 7,445 $1.35M <0.01% -46 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,069 shares; 2025Q4: 30,163 shares; 2026Q1: 29,004 shares 29,004 $1.35M <0.01% -1,159 Timeline BSMV 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: not reported; 2025Q3: 9,994 shares; 2025Q4: 61,676 shares; 2026Q1: 64,637 shares 64,637 $1.35M <0.01% +2,961 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,661 shares; 2024Q4: 20,114 shares; 2025Q1: 9,983 shares; 2025Q2: 35,630 shares; 2025Q3: 36,442 shares; 2025Q4: 37,786 shares; 2026Q1: 37,731 shares 37,731 $1.35M <0.01% -55 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,341 shares; 2025Q2: 1,339 shares; 2025Q3: 2,301 shares; 2025Q4: 1,527 shares; 2026Q1: 5,078 shares 5,078 $1.35M <0.01% +3,551 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,648 shares; 2025Q1: 4,516 shares; 2025Q2: 3,849 shares; 2025Q3: 6,478 shares; 2025Q4: 16,186 shares; 2026Q1: 16,384 shares 16,384 $1.35M <0.01% +198 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,990 shares; 2024Q4: 89,682 shares; 2025Q1: 91,632 shares; 2025Q2: 93,547 shares; 2025Q3: 91,357 shares; 2025Q4: 88,457 shares; 2026Q1: 86,772 shares 86,772 $1.34M <0.01% -1,685 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L 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: 12,938 shares; 2026Q1: 20,738 shares 20,738 $1.34M <0.01% +7,800 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486,286 shares; 2025Q3: 2,300,849 shares; 2025Q4: 4,337,131 shares; 2026Q1: 247,250 shares 247,250 $1.34M <0.01% -4,089,881 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 7,573 shares; 2025Q2: 8,802 shares; 2025Q3: 8,761 shares; 2025Q4: 19,963 shares; 2026Q1: 13,547 shares 13,547 $1.34M <0.01% -6,416 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 11,668 shares; 2025Q1: 9,745 shares; 2025Q2: 10,514 shares; 2025Q3: 17,576 shares; 2025Q4: 18,381 shares; 2026Q1: 17,757 shares 17,757 $1.34M <0.01% -624 Timeline UAE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,555 shares; 2026Q1: 71,593 shares 71,593 $1.34M <0.01% +1,038 Timeline IYK 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: 7,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,129 shares; 2025Q4: 20,083 shares; 2026Q1: 19,005 shares 19,005 $1.33M <0.01% -1,078 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,107 shares; 2025Q1: 60,868 shares; 2025Q2: 64,499 shares; 2025Q3: 50,467 shares; 2025Q4: 61,206 shares; 2026Q1: 107,936 shares 107,936 $1.33M <0.01% +46,730 Timeline ISHG 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: 6,103 shares; 2025Q2: 10,782 shares; 2025Q3: 15,876 shares; 2025Q4: 17,863 shares; 2026Q1: 17,863 shares 17,863 $1.33M <0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,633 shares; 2025Q3: 8,192 shares; 2025Q4: 10,288 shares; 2026Q1: 18,943 shares 18,943 $1.32M <0.01% +8,655 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,178 shares; 2025Q4: 8,131 shares; 2026Q1: 43,122 shares 43,122 $1.32M <0.01% +34,991 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,398 shares; 2024Q4: 33,073 shares; 2025Q1: 33,243 shares; 2025Q2: 33,506 shares; 2025Q3: 44,823 shares; 2025Q4: 45,278 shares; 2026Q1: 32,739 shares 32,739 $1.32M <0.01% -12,539 Timeline IOO 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: 222,652 shares; 2024Q4: 225,638 shares; 2025Q1: 194,118 shares; 2025Q2: 94,724 shares; 2025Q3: 95,747 shares; 2025Q4: 99,358 shares; 2026Q1: 10,894 shares 10,894 $1.32M <0.01% -88,464 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 3,158 shares; 2025Q3: 4,463 shares; 2025Q4: 10,843 shares; 2026Q1: 9,272 shares 9,272 $1.31M <0.01% -1,571 Timeline KOCT 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: 48,620 shares; 2024Q4: 47,580 shares; 2025Q1: 46,980 shares; 2025Q2: 46,980 shares; 2025Q3: 41,180 shares; 2025Q4: 38,580 shares; 2026Q1: 38,580 shares 38,580 $1.31M <0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,244 shares; 2026Q1: 8,995 shares 8,995 $1.31M <0.01% +1,751 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 4,718 shares; 2025Q1: 5,036 shares; 2025Q2: 4,899 shares; 2025Q3: 7,086 shares; 2025Q4: 7,425 shares; 2026Q1: 8,195 shares 8,195 $1.31M <0.01% +770 Timeline SMOG 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: 8,076 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,911 shares; 2025Q3: 8,911 shares; 2025Q4: 9,407 shares; 2026Q1: 9,407 shares 9,407 $1.31M <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,905 shares; 2025Q1: 10,027 shares; 2025Q2: 10,790 shares; 2025Q3: 9,194 shares; 2025Q4: 12,005 shares; 2026Q1: 9,455 shares 9,455 $1.3M <0.01% -2,550 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,263 shares; 2025Q1: 40,511 shares; 2025Q2: 40,814 shares; 2025Q3: 40,596 shares; 2025Q4: 41,556 shares; 2026Q1: 49,086 shares 49,086 $1.3M <0.01% +7,530 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,574 shares; 2024Q4: 45,547 shares; 2025Q1: 18,217 shares; 2025Q2: 38,285 shares; 2025Q3: 58,309 shares; 2025Q4: 36,772 shares; 2026Q1: 36,781 shares 36,781 $1.3M <0.01% +9 Timeline