RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 6,217 shares; 2025Q1: 7,028 shares; 2025Q2: 5,475 shares; 2025Q3: 3,974 shares; 2025Q4: 11,694 shares; 2026Q1: 14,761 shares 14,761 $1.29M <0.01% +3,067 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 6,846 shares; 2025Q3: not reported; 2025Q4: 19,943 shares; 2026Q1: 55,576 shares 55,576 $1.29M <0.01% +35,633 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,026 shares; 2025Q2: 6,551 shares; 2025Q3: 6,836 shares; 2025Q4: 8,148 shares; 2026Q1: 8,676 shares 8,676 $1.29M <0.01% +528 Timeline IWL 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: 4,036 shares; 2025Q1: 3,376 shares; 2025Q2: 3,507 shares; 2025Q3: 5,765 shares; 2025Q4: 7,115 shares; 2026Q1: 8,037 shares 8,037 $1.29M <0.01% +922 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,474 shares; 2026Q1: 7,247 shares 7,247 $1.29M <0.01% +1,773 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 7,696 shares; 2025Q1: 7,867 shares; 2025Q2: 9,066 shares; 2025Q3: 11,396 shares; 2025Q4: 13,216 shares; 2026Q1: 6,066 shares 6,066 $1.29M <0.01% -7,150 Timeline IGOV 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: 16,875 shares; 2025Q3: 25,147 shares; 2025Q4: 28,315 shares; 2026Q1: 31,329 shares 31,329 $1.29M <0.01% +3,014 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,454 shares; 2025Q1: 48,196 shares; 2025Q2: 48,869 shares; 2025Q3: 51,398 shares; 2025Q4: 50,051 shares; 2026Q1: 37,978 shares 37,978 $1.28M <0.01% -12,073 Timeline EWM 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: 41,755 shares; 2026Q1: 45,037 shares 45,037 $1.28M <0.01% +3,282 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,304 shares; 2024Q4: 26,682 shares; 2025Q1: 27,161 shares; 2025Q2: 27,182 shares; 2025Q3: 26,826 shares; 2025Q4: 26,362 shares; 2026Q1: 28,180 shares 28,180 $1.28M <0.01% +1,818 Timeline EWN 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: 22,155 shares; 2026Q1: 22,156 shares 22,156 $1.27M <0.01% +1 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,311 shares; 2025Q2: 37,104 shares; 2025Q3: 42,541 shares; 2025Q4: 60,476 shares; 2026Q1: 209,090 shares 209,090 $1.27M <0.01% +148,614 Timeline PWV 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: 5,145 shares; 2024Q4: 8,047 shares; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 11,098 shares; 2026Q1: 18,204 shares 18,204 $1.27M <0.01% +7,106 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,531 shares; 2025Q2: 9,047 shares; 2025Q3: 9,305 shares; 2025Q4: 14,991 shares; 2026Q1: 27,345 shares 27,345 $1.27M <0.01% +12,354 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,378 shares; 2025Q1: 5,367 shares; 2025Q2: 6,433 shares; 2025Q3: 6,432 shares; 2025Q4: 5,735 shares; 2026Q1: 4,862 shares 4,862 $1.27M <0.01% -873 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 7,826 shares; 2025Q4: 9,845 shares; 2026Q1: 25,498 shares 25,498 $1.26M <0.01% +15,653 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 3,692 shares; 2025Q4: 4,775 shares; 2026Q1: 5,825 shares 5,825 $1.26M <0.01% +1,050 Timeline EIRL 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: 18,333 shares; 2026Q1: 18,235 shares 18,235 $1.26M <0.01% -98 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,640 shares; 2024Q4: 8,668 shares; 2025Q1: 5,892 shares; 2025Q2: 8,235 shares; 2025Q3: 7,819 shares; 2025Q4: 13,196 shares; 2026Q1: 18,051 shares 18,051 $1.25M <0.01% +4,855 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 16,583 shares; 2025Q1: 16,534 shares; 2025Q2: 28,407 shares; 2025Q3: 25,116 shares; 2025Q4: 27,184 shares; 2026Q1: 27,028 shares 27,028 $1.25M <0.01% -156 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 17,353 shares; 2025Q1: 13,567 shares; 2025Q2: 17,080 shares; 2025Q3: 15,792 shares; 2025Q4: 17,428 shares; 2026Q1: 14,655 shares 14,655 $1.25M <0.01% -2,773 Timeline RNRG 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: 26,813 shares; 2025Q4: 20,485 shares; 2026Q1: 33,803 shares 33,803 $1.25M <0.01% +13,318 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,773 shares; 2025Q3: 29,001 shares; 2025Q4: 32,040 shares; 2026Q1: 37,201 shares 37,201 $1.25M <0.01% +5,161 Timeline DWM 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: 4,911 shares; 2025Q1: 4,874 shares; 2025Q2: 4,874 shares; 2025Q3: 15,817 shares; 2025Q4: 15,887 shares; 2026Q1: 17,832 shares 17,832 $1.25M <0.01% +1,945 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,292 shares; 2025Q1: 14,563 shares; 2025Q2: 14,888 shares; 2025Q3: 29,483 shares; 2025Q4: 52,089 shares; 2026Q1: 62,748 shares 62,748 $1.25M <0.01% +10,659 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,223 shares; 2026Q1: 12,936 shares 12,936 $1.24M <0.01% -1,287 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,610 shares; 2025Q1: 17,850 shares; 2025Q2: 18,855 shares; 2025Q3: 19,333 shares; 2025Q4: 23,530 shares; 2026Q1: 21,513 shares 21,513 $1.23M <0.01% -2,017 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,844 shares; 2024Q4: 21,531 shares; 2025Q1: 21,289 shares; 2025Q2: 22,386 shares; 2025Q3: 21,019 shares; 2025Q4: 24,570 shares; 2026Q1: 25,226 shares 25,226 $1.23M <0.01% +656 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,482 shares; 2025Q1: 4,778 shares; 2025Q2: 4,954 shares; 2025Q3: 14,834 shares; 2025Q4: 16,390 shares; 2026Q1: 17,431 shares 17,431 $1.23M <0.01% +1,041 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,204 shares; 2025Q4: 19,729 shares; 2026Q1: 13,090 shares 13,090 $1.23M <0.01% -6,639 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,321 shares; 2024Q4: 68,154 shares; 2025Q1: 68,011 shares; 2025Q2: 77,998 shares; 2025Q3: 76,467 shares; 2025Q4: 18,778 shares; 2026Q1: 13,460 shares 13,460 $1.22M <0.01% -5,318 Timeline EWU 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: 348,049 shares; 2024Q4: 353,183 shares; 2025Q1: 18,388 shares; 2025Q2: 14,289 shares; 2025Q3: 14,201 shares; 2025Q4: 15,858 shares; 2026Q1: 26,808 shares 26,808 $1.22M <0.01% +10,950 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 17,122 shares 17,122 $1.22M <0.01% new Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA 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: 79,988 shares; 2026Q1: 78,000 shares 78,000 $1.22M <0.01% -1,988 Timeline MCHI 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: 19,109 shares; 2025Q2: 19,109 shares; 2025Q3: 12,028 shares; 2025Q4: 22,587 shares; 2026Q1: 21,643 shares 21,643 $1.22M <0.01% -944 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,617 shares; 2026Q1: 23,381 shares 23,381 $1.21M <0.01% -3,236 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to 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: 122,289 shares; 2026Q1: 111,255 shares 111,255 $1.21M <0.01% -11,034 Timeline SHYG 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: 167,594 shares; 2024Q4: 15,401 shares; 2025Q1: 14,122 shares; 2025Q2: 15,334 shares; 2025Q3: 30,663 shares; 2025Q4: 149,709 shares; 2026Q1: 28,626 shares 28,626 $1.21M <0.01% -121,083 Timeline KJUL 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: 29,840 shares; 2024Q4: 29,580 shares; 2025Q1: 29,130 shares; 2025Q2: 37,685 shares; 2025Q3: 37,685 shares; 2025Q4: 37,685 shares; 2026Q1: 37,435 shares 37,435 $1.2M <0.01% -250 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,556 shares; 2024Q4: 22,855 shares; 2025Q1: 22,906 shares; 2025Q2: 18,216 shares; 2025Q3: 17,373 shares; 2025Q4: 17,633 shares; 2026Q1: 17,037 shares 17,037 $1.2M <0.01% -596 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,381 shares 15,381 $1.19M <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,298 shares; 2024Q4: 24,663 shares; 2025Q1: 19,775 shares; 2025Q2: 18,716 shares; 2025Q3: 17,036 shares; 2025Q4: 24,619 shares; 2026Q1: 18,526 shares 18,526 $1.19M <0.01% -6,093 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,196 shares; 2026Q1: 83,464 shares 83,464 $1.19M <0.01% +28,268 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,882 shares; 2025Q1: 4,150 shares; 2025Q2: 4,427 shares; 2025Q3: 3,262 shares; 2025Q4: 73,628 shares; 2026Q1: 13,935 shares 13,935 $1.18M <0.01% -59,693 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 7,186 shares; 2025Q2: 7,330 shares; 2025Q3: 4,728 shares; 2025Q4: 7,377 shares; 2026Q1: 7,747 shares 7,747 $1.17M <0.01% +370 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,931 shares; 2025Q4: 32,827 shares; 2026Q1: 28,083 shares 28,083 $1.17M <0.01% -4,744 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,324 shares; 2024Q4: 20,936 shares; 2025Q1: 20,838 shares; 2025Q2: 19,584 shares; 2025Q3: 30,723 shares; 2025Q4: 32,968 shares; 2026Q1: 25,634 shares 25,634 $1.17M <0.01% -7,334 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 6,447 shares; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 3,344 shares; 2025Q4: 15,176 shares; 2026Q1: 17,479 shares 17,479 $1.16M <0.01% +2,303 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 4,892 shares; 2025Q1: 5,944 shares; 2025Q2: 5,853 shares; 2025Q3: 6,332 shares; 2025Q4: 7,079 shares; 2026Q1: 6,736 shares 6,736 $1.16M <0.01% -343 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 2,195 shares; 2025Q1: 9,939 shares; 2025Q2: 11,678 shares; 2025Q3: 13,744 shares; 2025Q4: 13,886 shares; 2026Q1: 11,311 shares 11,311 $1.16M <0.01% -2,575 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY 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: 35,627 shares; 2025Q3: 35,456 shares; 2025Q4: 35,202 shares; 2026Q1: 34,999 shares 34,999 $1.15M <0.01% -203 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,461 shares; 2025Q1: 1,696 shares; 2025Q2: 2,117 shares; 2025Q3: 15,534 shares; 2025Q4: 14,450 shares; 2026Q1: 6,750 shares 6,750 $1.15M <0.01% -7,700 Timeline DTCR 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: 18,731 shares; 2025Q3: 29,660 shares; 2025Q4: 37,760 shares; 2026Q1: 47,931 shares 47,931 $1.15M <0.01% +10,171 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 34,608 shares; 2026Q1: 96,616 shares 96,616 $1.15M <0.01% +62,008 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,693 shares; 2026Q1: 75,699 shares 75,699 $1.15M <0.01% -66,994 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,782 shares; 2024Q4: 76,357 shares; 2025Q1: 71,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,669 shares; 2026Q1: 12,218 shares 12,218 $1.15M <0.01% +3,549 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,453 shares; 2024Q4: 14,453 shares; 2025Q1: 34,266 shares; 2025Q2: 34,266 shares; 2025Q3: 19,074 shares; 2025Q4: 23,005 shares; 2026Q1: 23,115 shares 23,115 $1.14M <0.01% +110 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 69,850 shares; 2025Q1: 70,042 shares; 2025Q2: 80,197 shares; 2025Q3: 107,933 shares; 2025Q4: 141,769 shares; 2026Q1: 153,269 shares 153,269 $1.13M <0.01% +11,500 Timeline FLCH 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: 50,733 shares; 2026Q1: 50,673 shares 50,673 $1.13M <0.01% -60 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,235 shares; 2025Q1: not reported; 2025Q2: 10,432 shares; 2025Q3: 8,647 shares; 2025Q4: 54,880 shares; 2026Q1: 46,565 shares 46,565 $1.13M <0.01% -8,315 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 7,401 shares; 2025Q1: 7,399 shares; 2025Q2: 3,350 shares; 2025Q3: 9,731 shares; 2025Q4: 11,295 shares; 2026Q1: 11,941 shares 11,941 $1.13M <0.01% +646 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares; 2026Q1: 2,081 shares 2,081 $1.13M <0.01% -612 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 32,919 shares; 2025Q4: 34,303 shares; 2026Q1: 33,261 shares 33,261 $1.13M <0.01% -1,042 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 50,451 shares; 2026Q1: 50,417 shares 50,417 $1.12M <0.01% -34 Timeline HYMB 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: 10,738 shares; 2024Q4: 58,140 shares; 2025Q1: 56,776 shares; 2025Q2: 47,088 shares; 2025Q3: 50,521 shares; 2025Q4: 52,986 shares; 2026Q1: 45,155 shares 45,155 $1.12M <0.01% -7,831 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 5,854 shares; 2025Q1: 5,597 shares; 2025Q2: 6,325 shares; 2025Q3: 15,398 shares; 2025Q4: 10,103 shares; 2026Q1: 14,806 shares 14,806 $1.12M <0.01% +4,703 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR 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: 17,765 shares; 2026Q1: 18,325 shares 18,325 $1.12M <0.01% +560 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,485 shares; 2026Q1: 29,768 shares 29,768 $1.12M <0.01% +283 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 11,912 shares; 2025Q1: 9,484 shares; 2025Q2: 25,000 shares; 2025Q3: 24,932 shares; 2025Q4: 29,114 shares; 2026Q1: 28,994 shares 28,994 $1.11M <0.01% -120 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,259 shares; 2025Q1: 10,224 shares; 2025Q2: 15,073 shares; 2025Q3: 15,410 shares; 2025Q4: 19,990 shares; 2026Q1: 7,958 shares 7,958 $1.11M <0.01% -12,032 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 18,148 shares; 2025Q1: 15,771 shares; 2025Q2: 22,867 shares; 2025Q3: 34,960 shares; 2025Q4: 68,903 shares; 2026Q1: 52,291 shares 52,291 $1.11M <0.01% -16,612 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,574 shares 33,574 $1.11M <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,339 shares; 2025Q2: 14,025 shares; 2025Q3: 50,668 shares; 2025Q4: 53,987 shares; 2026Q1: 40,856 shares 40,856 $1.1M <0.01% -13,131 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: 1,260,000 shares; 2026Q1: 1,180,000 shares 1,180,000 $1.1M <0.01% -80,000 UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 34,414 shares; 2025Q3: 36,420 shares; 2025Q4: 40,202 shares; 2026Q1: 39,507 shares 39,507 $1.1M <0.01% -695 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,200 shares; 2024Q4: 29,301 shares; 2025Q1: 29,297 shares; 2025Q2: 29,428 shares; 2025Q3: 27,155 shares; 2025Q4: 28,308 shares; 2026Q1: 29,202 shares 29,202 $1.09M <0.01% +894 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,209 shares; 2024Q4: 38,298 shares; 2025Q1: 32,175 shares; 2025Q2: 36,230 shares; 2025Q3: 33,418 shares; 2025Q4: 48,171 shares; 2026Q1: 44,729 shares 44,729 $1.09M <0.01% -3,442 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO 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: 16,911 shares; 2026Q1: 16,813 shares 16,813 $1.09M <0.01% -98 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 11,869 shares; 2025Q4: 17,968 shares; 2026Q1: 19,972 shares 19,972 $1.09M <0.01% +2,004 Timeline IBMS 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: 21,848 shares; 2025Q3: 29,133 shares; 2025Q4: 32,217 shares; 2026Q1: 42,190 shares 42,190 $1.09M <0.01% +9,973 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,991 shares; 2025Q3: 9,183 shares; 2025Q4: 9,412 shares; 2026Q1: 10,537 shares 10,537 $1.09M <0.01% +1,125 Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,952 shares; 2025Q2: 50,123 shares; 2025Q3: 50,000 shares; 2025Q4: 50,078 shares; 2026Q1: 596 shares 596 $1.09M <0.01% -49,482 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,035 shares; 2025Q1: 20,330 shares; 2025Q2: 18,702 shares; 2025Q3: 19,225 shares; 2025Q4: 20,220 shares; 2026Q1: 22,312 shares 22,312 $1.08M <0.01% +2,092 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,298 shares; 2025Q2: 13,054 shares; 2025Q3: 12,857 shares; 2025Q4: 12,857 shares; 2026Q1: 12,857 shares 12,857 $1.08M <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,498 shares; 2024Q4: 21,295 shares; 2025Q1: 20,830 shares; 2025Q2: 44,081 shares; 2025Q3: 40,160 shares; 2025Q4: 58,382 shares; 2026Q1: 70,652 shares 70,652 $1.07M <0.01% +12,270 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,426 shares; 2024Q4: 79,688 shares; 2025Q1: 74,498 shares; 2025Q2: 74,498 shares; 2025Q3: 72,771 shares; 2025Q4: 72,500 shares; 2026Q1: 105,820 shares 105,820 $1.07M <0.01% +33,320 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 5,810 shares; 2025Q1: 5,578 shares; 2025Q2: 6,552 shares; 2025Q3: not reported; 2025Q4: 22,718 shares; 2026Q1: 25,110 shares 25,110 $1.07M <0.01% +2,392 Timeline MLRG 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: 3,528 shares; 2024Q4: 3,528 shares; 2025Q1: 3,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,859 shares; 2026Q1: 11,868 shares 11,868 $1.07M <0.01% +9 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 4,779 shares; 2025Q1: 3,728 shares; 2025Q2: 3,941 shares; 2025Q3: 3,667 shares; 2025Q4: 5,950 shares; 2026Q1: 8,319 shares 8,319 $1.07M <0.01% +2,369 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 2,126 shares; 2025Q1: 4,640 shares; 2025Q2: 2,361 shares; 2025Q3: 6,390 shares; 2025Q4: 6,337 shares; 2026Q1: 4,928 shares 4,928 $1.06M <0.01% -1,409 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,948 shares; 2024Q4: 21,265 shares; 2025Q1: 16,809 shares; 2025Q2: 17,419 shares; 2025Q3: 14,573 shares; 2025Q4: 17,979 shares; 2026Q1: 16,274 shares 16,274 $1.06M <0.01% -1,705 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 8,101 shares; 2025Q1: 12,621 shares; 2025Q2: not reported; 2025Q3: 24,626 shares; 2025Q4: 43,893 shares; 2026Q1: 38,647 shares 38,647 $1.06M <0.01% -5,246 Timeline IYH 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: 6,479 shares; 2024Q4: 8,583 shares; 2025Q1: 8,810 shares; 2025Q2: 13,301 shares; 2025Q3: 15,175 shares; 2025Q4: 20,221 shares; 2026Q1: 17,166 shares 17,166 $1.06M <0.01% -3,055 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,953 shares; 2025Q1: 3,169 shares; 2025Q2: 3,420 shares; 2025Q3: 1,674 shares; 2025Q4: 3,243 shares; 2026Q1: 3,242 shares 3,242 $1.06M <0.01% -1 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,733 shares; 2025Q3: 21,979 shares; 2025Q4: 34,048 shares; 2026Q1: 29,624 shares 29,624 $1.05M <0.01% -4,424 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,335 shares; 2024Q4: 123,966 shares; 2025Q1: 124,137 shares; 2025Q2: 120,573 shares; 2025Q3: 111,623 shares; 2025Q4: 110,173 shares; 2026Q1: 92,763 shares 92,763 $1.05M <0.01% -17,410 Timeline AOA 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: 8,722 shares; 2025Q1: 8,722 shares; 2025Q2: 11,972 shares; 2025Q3: 11,972 shares; 2025Q4: 11,639 shares; 2026Q1: 11,686 shares 11,686 $1.05M <0.01% +47 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,382 shares; 2026Q1: 15,198 shares 15,198 $1.05M <0.01% -8,184 Timeline IX ORIX CORP More: the full row for ORIX 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: 10,178 shares; 2025Q3: 7,975 shares; 2025Q4: 29,166 shares; 2026Q1: 34,583 shares 34,583 $1.05M <0.01% +5,417 Timeline MOBX MOBIX LABS INC More: the full row for MOBIX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,642,857 shares; 2025Q2: 1,642,857 shares; 2025Q3: 1,642,857 shares; 2025Q4: 1,642,857 shares; 2026Q1: 0 shares 0 $1.05M <0.01% -1,642,857 Amount filed as zero, left out of ratios. Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 14,503 shares; 2026Q1: 19,469 shares 19,469 $1.05M <0.01% +4,966 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 834 shares; 2025Q2: 1,145 shares; 2025Q3: 876 shares; 2025Q4: 1,650 shares; 2026Q1: 1,729 shares 1,729 $1.05M <0.01% +79 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 12,140 shares; 2025Q1: 12,345 shares; 2025Q2: 22,061 shares; 2025Q3: 14,005 shares; 2025Q4: 32,045 shares; 2026Q1: 22,403 shares 22,403 $1.05M <0.01% -9,642 Timeline KOMP 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: 15,915 shares; 2025Q1: 16,151 shares; 2025Q2: 17,894 shares; 2025Q3: 18,622 shares; 2025Q4: 18,515 shares; 2026Q1: 17,760 shares 17,760 $1.04M <0.01% -755 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK 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: 43,362 shares; 2025Q4: 36,362 shares; 2026Q1: 36,389 shares 36,389 $1.04M <0.01% +27 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,264 shares; 2024Q4: 38,335 shares; 2025Q1: 40,074 shares; 2025Q2: 53,174 shares; 2025Q3: 615,737 shares; 2025Q4: 596,329 shares; 2026Q1: 34,396 shares 34,396 $1.04M <0.01% -561,933 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,071 shares; 2025Q1: not reported; 2025Q2: 1,646 shares; 2025Q3: 1,442 shares; 2025Q4: 13,612 shares; 2026Q1: 7,651 shares 7,651 $1.04M <0.01% -5,961 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,657 shares; 2025Q3: 2,304 shares; 2025Q4: 4,887 shares; 2026Q1: 6,224 shares 6,224 $1.03M <0.01% +1,337 Timeline FPX 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: 4,500 shares; 2024Q4: 4,025 shares; 2025Q1: 4,015 shares; 2025Q2: 4,215 shares; 2025Q3: 6,005 shares; 2025Q4: 6,486 shares; 2026Q1: 6,492 shares 6,492 $1.03M <0.01% +6 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 5,549 shares; 2026Q1: 27,703 shares 27,703 $1.03M <0.01% +22,154 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 2,769 shares; 2025Q4: 7,822 shares; 2026Q1: 7,717 shares 7,717 $1.03M <0.01% -105 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,820 shares; 2026Q1: 37,645 shares 37,645 $1.02M <0.01% +23,825 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 9,443 shares; 2025Q1: 8,327 shares; 2025Q2: 13,446 shares; 2025Q3: 7,133 shares; 2025Q4: 12,914 shares; 2026Q1: 20,392 shares 20,392 $1.02M <0.01% +7,478 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: not reported; 2025Q1: 7,785 shares; 2025Q2: 7,578 shares; 2025Q3: 6,410 shares; 2025Q4: 21,158 shares; 2026Q1: 22,768 shares 22,768 $1.02M <0.01% +1,610 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,796 shares; 2024Q4: 97,186 shares; 2025Q1: 95,879 shares; 2025Q2: 64,306 shares; 2025Q3: not reported; 2025Q4: 22,963 shares; 2026Q1: 7,984 shares 7,984 $1.02M <0.01% -14,979 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 71,354 shares; 2025Q1: 40,543 shares; 2025Q2: 68,414 shares; 2025Q3: 98,344 shares; 2025Q4: 116,685 shares; 2026Q1: 79,950 shares 79,950 $1.01M <0.01% -36,735 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: not reported; 2025Q2: 6,288 shares; 2025Q3: 5,862 shares; 2025Q4: 12,775 shares; 2026Q1: 18,347 shares 18,347 $1.01M <0.01% +5,572 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,034 shares; 2025Q1: 2,313 shares; 2025Q2: 2,767 shares; 2025Q3: 1,898 shares; 2025Q4: 2,150 shares; 2026Q1: 2,485 shares 2,485 $1.01M <0.01% +335 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,918 shares; 2025Q1: 19,282 shares; 2025Q2: 7,207 shares; 2025Q3: 35,680 shares; 2025Q4: 18,493 shares; 2026Q1: 16,965 shares 16,965 $1.01M <0.01% -1,528 Timeline TDTT 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: 71,071 shares; 2024Q4: 52,751 shares; 2025Q1: not reported; 2025Q2: 47,398 shares; 2025Q3: 85,753 shares; 2025Q4: 45,792 shares; 2026Q1: 41,485 shares 41,485 $1.01M <0.01% -4,307 Timeline MTBA 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: not reported; 2025Q3: not reported; 2025Q4: 10,401 shares; 2026Q1: 20,274 shares 20,274 $1M <0.01% +9,873 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,230 shares; 2025Q2: 2,398 shares; 2025Q3: 9,435 shares; 2025Q4: 10,014 shares; 2026Q1: 10,438 shares 10,438 $1M <0.01% +424 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 7,483 shares; 2026Q1: 5,767 shares 5,767 $1M <0.01% -1,716 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 10,542 shares; 2025Q4: 55,981 shares; 2026Q1: 33,075 shares 33,075 $998K <0.01% -22,906 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 6,463 shares; 2025Q4: 24,043 shares; 2026Q1: 13,273 shares 13,273 $998K <0.01% -10,770 Timeline URTH 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: 4,577 shares; 2025Q1: 4,587 shares; 2025Q2: 4,598 shares; 2025Q3: 4,598 shares; 2025Q4: 5,498 shares; 2026Q1: 5,519 shares 5,519 $994K <0.01% +21 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 1,253 shares; 2025Q1: 1,147 shares; 2025Q2: 1,306 shares; 2025Q3: 2,569 shares; 2025Q4: 2,496 shares; 2026Q1: 3,332 shares 3,332 $990K <0.01% +836 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 12,117 shares; 2025Q1: 12,446 shares; 2025Q2: 10,715 shares; 2025Q3: 11,667 shares; 2025Q4: 15,081 shares; 2026Q1: 16,480 shares 16,480 $990K <0.01% +1,399 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 12,161 shares; 2025Q1: 19,438 shares; 2025Q2: 19,145 shares; 2025Q3: 18,994 shares; 2025Q4: 30,024 shares; 2026Q1: 30,868 shares 30,868 $989K <0.01% +844 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 10,782 shares; 2025Q4: 16,090 shares; 2026Q1: 17,077 shares 17,077 $988K <0.01% +987 Timeline ISRA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,315 shares 16,315 $986K <0.01% new Timeline IDX 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: 70,905 shares; 2026Q1: 71,551 shares 71,551 $985K <0.01% +646 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,750 shares; 2025Q2: 27,912 shares; 2025Q3: not reported; 2025Q4: 26,005 shares; 2026Q1: 26,455 shares 26,455 $980K <0.01% +450 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 23,935 shares; 2026Q1: 33,710 shares 33,710 $980K <0.01% +9,775 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,601 shares; 2025Q3: 8,794 shares; 2025Q4: 19,727 shares; 2026Q1: 20,999 shares 20,999 $980K <0.01% +1,272 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,708 shares 9,708 $978K <0.01% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,941 shares; 2025Q1: not reported; 2025Q2: 11,039 shares; 2025Q3: 15,759 shares; 2025Q4: 18,225 shares; 2026Q1: 19,222 shares 19,222 $976K <0.01% +997 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,265 shares; 2024Q4: 54,586 shares; 2025Q1: 85,670 shares; 2025Q2: 89,466 shares; 2025Q3: 50,326 shares; 2025Q4: 92,510 shares; 2026Q1: 141,665 shares 141,665 $973K <0.01% +49,155 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 35,196 shares 35,196 $970K <0.01% new Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,496 shares; 2024Q4: 92,872 shares; 2025Q1: 92,337 shares; 2025Q2: 93,832 shares; 2025Q3: not reported; 2025Q4: 88,181 shares; 2026Q1: 85,783 shares 85,783 $968K <0.01% -2,398 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 9,013 shares; 2025Q1: 21,427 shares; 2025Q2: 17,509 shares; 2025Q3: not reported; 2025Q4: 11,365 shares; 2026Q1: 55,216 shares 55,216 $960K <0.01% +43,851 Timeline JMM NUVEEN MULTI-MKT INCOME FD I More: the full row for NUVEEN MULTI-MKT INCOME FD 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: 163,764 shares; 2026Q1: 162,651 shares 162,651 $960K <0.01% -1,113 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,060 shares; 2025Q2: 1,923 shares; 2025Q3: 3,904 shares; 2025Q4: 4,177 shares; 2026Q1: 4,538 shares 4,538 $958K <0.01% +361 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: not reported; 2025Q4: 21,444 shares; 2026Q1: 15,304 shares 15,304 $955K <0.01% -6,140 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,795 shares; 2025Q2: 15,738 shares; 2025Q3: 14,780 shares; 2025Q4: 23,271 shares; 2026Q1: 20,423 shares 20,423 $953K <0.01% -2,848 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,788 shares 19,788 $949K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,979 shares; 2026Q1: 27,668 shares 27,668 $948K <0.01% -311 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 164,491 shares; 2026Q1: 113,944 shares 113,944 $947K <0.01% -50,547 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,915 shares; 2026Q1: 43,505 shares 43,505 $947K <0.01% -8,410 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,878 shares; 2025Q4: 10,860 shares; 2026Q1: 2,962 shares 2,962 $946K <0.01% -7,898 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST 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: 17,247 shares; 2025Q3: 16,741 shares; 2025Q4: 153,036 shares; 2026Q1: 140,402 shares 140,402 $941K <0.01% -12,634 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES 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: 70,779 shares; 2026Q1: 73,779 shares 73,779 $941K <0.01% +3,000 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,310 shares; 2026Q1: 22,627 shares 22,627 $940K <0.01% +317 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,306 shares; 2025Q1: 22,574 shares; 2025Q2: 43,933 shares; 2025Q3: 42,735 shares; 2025Q4: 100,128 shares; 2026Q1: 116,188 shares 116,188 $939K <0.01% +16,060 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,170 shares; 2024Q4: 1,604 shares; 2025Q1: 2,648 shares; 2025Q2: 2,411 shares; 2025Q3: 1,993 shares; 2025Q4: 3,458 shares; 2026Q1: 4,305 shares 4,305 $938K <0.01% +847 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 9,359 shares; 2025Q1: 7,377 shares; 2025Q2: 8,526 shares; 2025Q3: 16,860 shares; 2025Q4: 21,859 shares; 2026Q1: 10,702 shares 10,702 $932K <0.01% -11,157 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,035 shares; 2025Q2: 8,046 shares; 2025Q3: 7,020 shares; 2025Q4: 10,186 shares; 2026Q1: 10,602 shares 10,602 $931K <0.01% +416 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 23,705 shares; 2025Q1: 19,180 shares; 2025Q2: 19,135 shares; 2025Q3: 18,303 shares; 2025Q4: 22,208 shares; 2026Q1: 14,011 shares 14,011 $930K <0.01% -8,197 Timeline HYNE HOYNE BANCORP INC More: the full row for HOYNE 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: not reported; 2026Q1: 64,185 shares 64,185 $929K <0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,093 shares; 2026Q1: 40,840 shares 40,840 $926K <0.01% +8,747 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,413 shares; 2026Q1: 18,167 shares 18,167 $923K <0.01% +5,754 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 7,113 shares; 2025Q4: 7,181 shares; 2026Q1: 8,197 shares 8,197 $921K <0.01% +1,016 Timeline HYLS 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: 38,683 shares; 2024Q4: 35,507 shares; 2025Q1: 36,325 shares; 2025Q2: 34,948 shares; 2025Q3: 35,450 shares; 2025Q4: 33,502 shares; 2026Q1: 22,662 shares 22,662 $919K <0.01% -10,840 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,456 shares; 2024Q4: 36,668 shares; 2025Q1: 36,902 shares; 2025Q2: 36,751 shares; 2025Q3: 36,166 shares; 2025Q4: 40,364 shares; 2026Q1: 39,341 shares 39,341 $918K <0.01% -1,023 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 60,039 shares; 2025Q1: 31,400 shares; 2025Q2: 74,463 shares; 2025Q3: 39,482 shares; 2025Q4: 39,482 shares; 2026Q1: 44,715 shares 44,715 $917K <0.01% +5,233 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 11,025 shares; 2025Q1: 10,356 shares; 2025Q2: 9,510 shares; 2025Q3: 9,539 shares; 2025Q4: 12,839 shares; 2026Q1: 12,194 shares 12,194 $916K <0.01% -645 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 1,637 shares; 2025Q3: not reported; 2025Q4: 8,200 shares; 2026Q1: 7,232 shares 7,232 $914K <0.01% -968 Timeline UFEB 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: 22,270 shares; 2025Q2: 26,495 shares; 2025Q3: 26,495 shares; 2025Q4: 25,069 shares; 2026Q1: 25,056 shares 25,056 $910K <0.01% -13 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 5,930 shares; 2025Q2: 4,639 shares; 2025Q3: 4,015 shares; 2025Q4: 12,858 shares; 2026Q1: 18,025 shares 18,025 $907K <0.01% +5,167 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,839 shares; 2024Q4: 42,060 shares; 2025Q1: 24,878 shares; 2025Q2: 94,101 shares; 2025Q3: 12,410 shares; 2025Q4: 71,754 shares; 2026Q1: 18,756 shares 18,756 $901K <0.01% -52,998 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 39,788 shares; 2025Q1: 38,399 shares; 2025Q2: 36,019 shares; 2025Q3: 35,219 shares; 2025Q4: 34,328 shares; 2026Q1: 32,874 shares 32,874 $895K <0.01% -1,454 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,790 shares; 2026Q1: 21,700 shares 21,700 $893K <0.01% +5,910 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,709 shares; 2025Q1: 8,681 shares; 2025Q2: 15,756 shares; 2025Q3: 22,341 shares; 2025Q4: 22,547 shares; 2026Q1: 22,549 shares 22,549 $892K <0.01% +2 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,869 shares; 2025Q2: 12,998 shares; 2025Q3: 13,132 shares; 2025Q4: 17,132 shares; 2026Q1: 17,400 shares 17,400 $892K <0.01% +268 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 7,899 shares; 2025Q1: 7,663 shares; 2025Q2: 7,899 shares; 2025Q3: 7,899 shares; 2025Q4: 11,599 shares; 2026Q1: 9,335 shares 9,335 $891K <0.01% -2,264 Timeline IMTM 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: 6,498 shares; 2025Q4: 16,848 shares; 2026Q1: 18,500 shares 18,500 $888K <0.01% +1,652 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 21,772 shares; 2025Q1: 20,118 shares; 2025Q2: 19,449 shares; 2025Q3: 18,644 shares; 2025Q4: 18,268 shares; 2026Q1: 17,623 shares 17,623 $886K <0.01% -645 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,585 shares; 2025Q1: 7,458 shares; 2025Q2: 8,441 shares; 2025Q3: 8,360 shares; 2025Q4: 9,523 shares; 2026Q1: 5,901 shares 5,901 $882K <0.01% -3,622 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 17,402 shares; 2025Q1: 14,965 shares; 2025Q2: 15,744 shares; 2025Q3: 20,942 shares; 2025Q4: 35,873 shares; 2026Q1: 36,429 shares 36,429 $879K <0.01% +556 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,816 shares; 2026Q1: 7,787 shares 7,787 $878K <0.01% +971 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 17,476 shares; 2026Q1: 18,010 shares 18,010 $872K <0.01% +534 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 6,528 shares; 2025Q1: 6,162 shares; 2025Q2: 3,549 shares; 2025Q3: 2,449 shares; 2025Q4: 3,069 shares; 2026Q1: 1,694 shares 1,694 $869K <0.01% -1,375 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 8,288 shares; 2026Q1: 8,508 shares 8,508 $866K <0.01% +220 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,622 shares; 2024Q4: 16,778 shares; 2025Q1: 16,252 shares; 2025Q2: 17,795 shares; 2025Q3: 22,110 shares; 2025Q4: 20,300 shares; 2026Q1: 13,692 shares 13,692 $858K <0.01% -6,608 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 93,694 shares; 2026Q1: 83,899 shares 83,899 $856K <0.01% -9,795 Timeline TAN 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: 6,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,014 shares; 2025Q3: 14,055 shares; 2025Q4: 11,551 shares; 2026Q1: 15,338 shares 15,338 $855K <0.01% +3,787 Timeline FELV 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: 61,289 shares; 2024Q4: not reported; 2025Q1: 7,652 shares; 2025Q2: not reported; 2025Q3: 9,826 shares; 2025Q4: 26,366 shares; 2026Q1: 24,461 shares 24,461 $854K <0.01% -1,905 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to 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: 70,482 shares; 2026Q1: 59,763 shares 59,763 $853K <0.01% -10,719 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,278 shares; 2025Q1: 227,136 shares; 2025Q2: 289,541 shares; 2025Q3: 284,243 shares; 2025Q4: 284,252 shares; 2026Q1: 289,932 shares 289,932 $852K <0.01% +5,680 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,996 shares; 2026Q1: 7,042 shares 7,042 $845K <0.01% +1,046 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,931 shares; 2025Q2: 9,386 shares; 2025Q3: 9,255 shares; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares 8,276 $842K <0.01% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: not reported; 2025Q1: 70,106 shares; 2025Q2: 47,443 shares; 2025Q3: 28,066 shares; 2025Q4: 40,070 shares; 2026Q1: 53,393 shares 53,393 $837K <0.01% +13,323 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,060 shares; 2025Q1: 36,060 shares; 2025Q2: 36,060 shares; 2025Q3: 37,394 shares; 2025Q4: 37,131 shares; 2026Q1: 10,223 shares 10,223 $837K <0.01% -26,908 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,782 shares; 2025Q1: 4,137 shares; 2025Q2: 4,629 shares; 2025Q3: 5,514 shares; 2025Q4: 13,800 shares; 2026Q1: 13,344 shares 13,344 $831K <0.01% -456 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 168,983 shares; 2025Q1: 163,422 shares; 2025Q2: 14,914 shares; 2025Q3: 11,389 shares; 2025Q4: 21,143 shares; 2026Q1: 14,961 shares 14,961 $827K <0.01% -6,182 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,566 shares 33,566 $827K <0.01% new Timeline GKAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 20,558 shares; 2025Q4: 20,216 shares; 2026Q1: 20,220 shares 20,220 $826K <0.01% +4 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,201 shares; 2025Q1: 21,587 shares; 2025Q2: 23,316 shares; 2025Q3: 22,926 shares; 2025Q4: 24,971 shares; 2026Q1: 11,057 shares 11,057 $826K <0.01% -13,914 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,127 shares; 2025Q1: not reported; 2025Q2: 350,389 shares; 2025Q3: 367,327 shares; 2025Q4: 367,628 shares; 2026Q1: 348,068 shares 348,068 $825K <0.01% -19,560 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 405 shares; 2026Q1: 978 shares 978 $820K <0.01% +573 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,419 shares; 2024Q4: 26,715 shares; 2025Q1: 29,331 shares; 2025Q2: 32,307 shares; 2025Q3: 33,926 shares; 2025Q4: 42,819 shares; 2026Q1: 41,456 shares 41,456 $818K <0.01% -1,363 Timeline EVLN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,848 shares 16,848 $816K <0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,652 shares 10,652 $807K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,651 shares; 2026Q1: 16,398 shares 16,398 $799K <0.01% +1,747 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,533 shares; 2025Q1: 5,476 shares; 2025Q2: 14,330 shares; 2025Q3: 15,838 shares; 2025Q4: 13,861 shares; 2026Q1: 18,743 shares 18,743 $798K <0.01% +4,882 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,485 shares; 2025Q4: 11,230 shares; 2026Q1: 17,767 shares 17,767 $796K <0.01% +6,537 Timeline QQQJ 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: 11,111 shares; 2025Q1: 11,118 shares; 2025Q2: 10,179 shares; 2025Q3: 22,752 shares; 2025Q4: 20,965 shares; 2026Q1: 21,939 shares 21,939 $794K <0.01% +974 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 7,348 shares; 2025Q1: 4,529 shares; 2025Q2: 5,002 shares; 2025Q3: 7,169 shares; 2025Q4: 8,010 shares; 2026Q1: 8,964 shares 8,964 $793K <0.01% +954 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,824 shares; 2025Q1: not reported; 2025Q2: 10,270 shares; 2025Q3: not reported; 2025Q4: 12,406 shares; 2026Q1: 30,068 shares 30,068 $791K <0.01% +17,662 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,424 shares; 2026Q1: 19,139 shares 19,139 $790K <0.01% -2,285 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,328 shares; 2025Q1: 18,202 shares; 2025Q2: 17,546 shares; 2025Q3: 30,955 shares; 2025Q4: 39,598 shares; 2026Q1: 60,245 shares 60,245 $790K <0.01% +20,647 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,113 shares; 2025Q1: 21,985 shares; 2025Q2: 22,047 shares; 2025Q3: 24,299 shares; 2025Q4: 23,373 shares; 2026Q1: 18,764 shares 18,764 $790K <0.01% -4,609 Timeline UJAN 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: 19,340 shares; 2025Q2: 19,353 shares; 2025Q3: 19,081 shares; 2025Q4: 18,829 shares; 2026Q1: 18,572 shares 18,572 $789K <0.01% -257 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,017 shares; 2025Q1: 5,305 shares; 2025Q2: 5,183 shares; 2025Q3: 5,228 shares; 2025Q4: 12,790 shares; 2026Q1: 12,092 shares 12,092 $788K <0.01% -698 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,242 shares; 2024Q4: 3,615 shares; 2025Q1: 3,974 shares; 2025Q2: 4,024 shares; 2025Q3: 3,873 shares; 2025Q4: 7,714 shares; 2026Q1: 4,730 shares 4,730 $787K <0.01% -2,984 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 20,806 shares; 2026Q1: 21,126 shares 21,126 $786K <0.01% +320 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,098 shares; 2025Q1: 11,342 shares; 2025Q2: 11,595 shares; 2025Q3: 11,850 shares; 2025Q4: 12,115 shares; 2026Q1: 83,046 shares 83,046 $785K <0.01% +70,931 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT 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: 2,255 shares 2,255 $784K <0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,795 shares; 2025Q1: 8,812 shares; 2025Q2: 7,439 shares; 2025Q3: 8,858 shares; 2025Q4: 12,973 shares; 2026Q1: 14,839 shares 14,839 $784K <0.01% +1,866 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,033 shares 11,033 $782K <0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,679 shares; 2026Q1: 5,429 shares 5,429 $775K <0.01% +2,750 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 15,980 shares; 2025Q1: 15,984 shares; 2025Q2: 24,239 shares; 2025Q3: 26,484 shares; 2025Q4: 22,042 shares; 2026Q1: 45,474 shares 45,474 $767K <0.01% +23,432 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,565 shares; 2025Q4: 99,736 shares; 2026Q1: 101,392 shares 101,392 $766K <0.01% +1,656 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to 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: 1,962 shares; 2026Q1: 2,335 shares 2,335 $764K <0.01% +373 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 6,524 shares; 2025Q1: 6,618 shares; 2025Q2: 9,315 shares; 2025Q3: 9,317 shares; 2025Q4: 10,775 shares; 2026Q1: 10,843 shares 10,843 $763K <0.01% +68 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,858 shares; 2025Q1: not reported; 2025Q2: 8,876 shares; 2025Q3: 17,872 shares; 2025Q4: 9,571 shares; 2026Q1: 9,668 shares 9,668 $762K <0.01% +97 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,374 shares; 2026Q1: 6,287 shares 6,287 $761K <0.01% +1,913 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,032 shares; 2024Q4: 43,708 shares; 2025Q1: 58,197 shares; 2025Q2: 51,834 shares; 2025Q3: 33,490 shares; 2025Q4: 91,963 shares; 2026Q1: 41,973 shares 41,973 $760K <0.01% -49,990 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,345 shares; 2025Q1: 9,873 shares; 2025Q2: 12,262 shares; 2025Q3: 11,282 shares; 2025Q4: 21,247 shares; 2026Q1: 18,897 shares 18,897 $759K <0.01% -2,350 Timeline HROW HARROW INC More: the full row for HARROW 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: 21,154 shares; 2026Q1: 21,430 shares 21,430 $756K <0.01% +276 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,661 shares; 2025Q1: 45,753 shares; 2025Q2: 48,920 shares; 2025Q3: 49,134 shares; 2025Q4: 44,291 shares; 2026Q1: 37,005 shares 37,005 $755K <0.01% -7,286 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 2,900 shares; 2025Q2: 4,502 shares; 2025Q3: 3,358 shares; 2025Q4: 2,268 shares; 2026Q1: 7,938 shares 7,938 $754K <0.01% +5,670 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 7,098 shares; 2025Q4: 15,783 shares; 2026Q1: 21,819 shares 21,819 $753K <0.01% +6,036 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,125 shares; 2025Q4: 9,217 shares; 2026Q1: 9,279 shares 9,279 $753K <0.01% +62 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 10,306 shares; 2025Q1: 7,697 shares; 2025Q2: 11,144 shares; 2025Q3: 6,691 shares; 2025Q4: 30,542 shares; 2026Q1: 20,453 shares 20,453 $752K <0.01% -10,089 Timeline XT 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: 12,736 shares; 2024Q4: 14,112 shares; 2025Q1: 12,043 shares; 2025Q2: 11,801 shares; 2025Q3: 10,543 shares; 2025Q4: 11,047 shares; 2026Q1: 11,017 shares 11,017 $751K <0.01% -30 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,787 shares 7,787 $750K <0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,936 shares; 2026Q1: 13,466 shares 13,466 $750K <0.01% -470 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,092 shares; 2025Q1: 3,887 shares; 2025Q2: 5,451 shares; 2025Q3: 5,260 shares; 2025Q4: 7,876 shares; 2026Q1: 11,662 shares 11,662 $746K <0.01% +3,786 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,914 shares; 2025Q4: 17,770 shares; 2026Q1: 18,373 shares 18,373 $745K <0.01% +603 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,442 shares; 2026Q1: 8,614 shares 8,614 $742K <0.01% +4,172 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,568 shares; 2025Q1: 5,540 shares; 2025Q2: 5,795 shares; 2025Q3: 4,428 shares; 2025Q4: 13,003 shares; 2026Q1: 20,349 shares 20,349 $741K <0.01% +7,346 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,080 shares; 2025Q2: 9,377 shares; 2025Q3: 8,092 shares; 2025Q4: 8,971 shares; 2026Q1: 7,324 shares 7,324 $741K <0.01% -1,647 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,440 shares; 2024Q4: 23,000 shares; 2025Q1: 22,999 shares; 2025Q2: 25,139 shares; 2025Q3: 25,138 shares; 2025Q4: 109,171 shares; 2026Q1: 138,936 shares 138,936 $739K <0.01% +29,765 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,404 shares; 2024Q4: 20,754 shares; 2025Q1: 19,018 shares; 2025Q2: 20,711 shares; 2025Q3: 17,048 shares; 2025Q4: 26,163 shares; 2026Q1: 43,456 shares 43,456 $738K <0.01% +17,293 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,615 shares; 2026Q1: 10,844 shares 10,844 $735K <0.01% +5,229 Timeline EIS 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: 4,100 shares; 2026Q1: 6,327 shares 6,327 $734K <0.01% +2,227 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,335 shares; 2025Q1: 3,127 shares; 2025Q2: 3,751 shares; 2025Q3: 50,236 shares; 2025Q4: 3,956 shares; 2026Q1: 3,886 shares 3,886 $731K <0.01% -70 Timeline XJH 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: 8,900 shares; 2024Q4: 13,401 shares; 2025Q1: 12,163 shares; 2025Q2: 17,940 shares; 2025Q3: 19,599 shares; 2025Q4: 15,638 shares; 2026Q1: 16,062 shares 16,062 $729K <0.01% +424 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,438 shares; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,895 shares; 2026Q1: 3,212 shares 3,212 $724K <0.01% +317 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548 shares; 2025Q3: 2,267 shares; 2025Q4: 774 shares; 2026Q1: 851 shares 851 $723K <0.01% +77 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,754 shares; 2024Q4: 248,393 shares; 2025Q1: 303,549 shares; 2025Q2: not reported; 2025Q3: 121,253 shares; 2025Q4: 8,410 shares; 2026Q1: 16,052 shares 16,052 $723K <0.01% +7,642 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 8,387 shares; 2025Q1: 6,675 shares; 2025Q2: 6,110 shares; 2025Q3: 6,192 shares; 2025Q4: 9,126 shares; 2026Q1: 9,817 shares 9,817 $722K <0.01% +691 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,929 shares; 2024Q4: 13,132 shares; 2025Q1: 8,786 shares; 2025Q2: 13,371 shares; 2025Q3: 8,784 shares; 2025Q4: 31,601 shares; 2026Q1: 19,162 shares 19,162 $721K <0.01% -12,439 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,653 shares; 2025Q1: 21,138 shares; 2025Q2: 15,224 shares; 2025Q3: 29,072 shares; 2025Q4: 58,266 shares; 2026Q1: 59,716 shares 59,716 $720K <0.01% +1,450 Timeline USIG 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: 5,374 shares; 2025Q1: 7,144 shares; 2025Q2: 5,433 shares; 2025Q3: 7,868 shares; 2025Q4: 11,058 shares; 2026Q1: 11,774 shares 11,774 $718K <0.01% +716 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,422 shares; 2025Q3: 12,531 shares; 2025Q4: 45,172 shares; 2026Q1: 30,009 shares 30,009 $718K <0.01% -15,163 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,544 shares; 2026Q1: 43,105 shares 43,105 $716K <0.01% -439 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 21,976 shares; 2025Q1: 22,154 shares; 2025Q2: 42,837 shares; 2025Q3: 39,736 shares; 2025Q4: 56,937 shares; 2026Q1: 52,884 shares 52,884 $714K <0.01% -4,053 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,732 shares; 2025Q1: 4,879 shares; 2025Q2: 6,006 shares; 2025Q3: 1,597 shares; 2025Q4: 3,047 shares; 2026Q1: 3,195 shares 3,195 $712K <0.01% +148 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 11,074 shares; 2025Q4: not reported; 2026Q1: 32,076 shares 32,076 $709K <0.01% new Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,415 shares; 2024Q4: 532,612 shares; 2025Q1: 545,742 shares; 2025Q2: 438,073 shares; 2025Q3: 461,217 shares; 2025Q4: 416,224 shares; 2026Q1: 352,719 shares 352,719 $709K <0.01% -63,505 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 25,899 shares; 2025Q1: 24,610 shares; 2025Q2: 27,227 shares; 2025Q3: 25,886 shares; 2025Q4: 25,990 shares; 2026Q1: 25,940 shares 25,940 $709K <0.01% -50 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS 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: 60,733 shares; 2026Q1: 60,733 shares 60,733 $708K <0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,857 shares; 2025Q4: 12,829 shares; 2026Q1: 17,982 shares 17,982 $707K <0.01% +5,153 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,420 shares; 2025Q1: 5,258 shares; 2025Q2: 4,899 shares; 2025Q3: 60,135 shares; 2025Q4: 5,290 shares; 2026Q1: 6,129 shares 6,129 $706K <0.01% +839 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,240 shares; 2025Q3: 16,753 shares; 2025Q4: 17,152 shares; 2026Q1: 17,133 shares 17,133 $703K <0.01% -19 Timeline FITE 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: 3,611 shares; 2025Q1: 5,949 shares; 2025Q2: 5,949 shares; 2025Q3: 5,949 shares; 2025Q4: 5,006 shares; 2026Q1: 8,211 shares 8,211 $702K <0.01% +3,205 Timeline IAUG 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: 24,383 shares; 2026Q1: 24,383 shares 24,383 $699K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,209 shares; 2025Q1: 55,158 shares; 2025Q2: 56,963 shares; 2025Q3: 57,787 shares; 2025Q4: 61,808 shares; 2026Q1: 60,873 shares 60,873 $698K <0.01% -935 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,272 shares; 2024Q4: 71,210 shares; 2025Q1: 67,654 shares; 2025Q2: 76,213 shares; 2025Q3: 73,487 shares; 2025Q4: 68,264 shares; 2026Q1: 72,503 shares 72,503 $697K <0.01% +4,239 Timeline BALT 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: 10,250 shares; 2026Q1: 20,804 shares 20,804 $696K <0.01% +10,554 Timeline GWX 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: 19,381 shares; 2024Q4: 17,001 shares; 2025Q1: 12,217 shares; 2025Q2: 12,371 shares; 2025Q3: 16,551 shares; 2025Q4: 16,508 shares; 2026Q1: 16,484 shares 16,484 $696K <0.01% -24 Timeline IGE 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: 10,555 shares; 2025Q3: 10,555 shares; 2025Q4: 11,055 shares; 2026Q1: 11,055 shares 11,055 $696K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,775 shares; 2025Q2: 8,335 shares; 2025Q3: 8,965 shares; 2025Q4: 15,642 shares; 2026Q1: 17,699 shares 17,699 $695K <0.01% +2,057 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES 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: 24,874 shares 24,874 $694K <0.01% new Timeline IBDW 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: 32,581 shares; 2025Q3: 32,581 shares; 2025Q4: 32,581 shares; 2026Q1: 33,053 shares 33,053 $692K <0.01% +472 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,628 shares; 2025Q1: 7,733 shares; 2025Q2: not reported; 2025Q3: 8,183 shares; 2025Q4: 6,495 shares; 2026Q1: 7,596 shares 7,596 $688K <0.01% +1,101 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,042 shares; 2025Q3: 25,000 shares; 2025Q4: 26,013 shares; 2026Q1: 24,598 shares 24,598 $688K <0.01% -1,415 Timeline IBDV 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: 30,519 shares; 2025Q3: 30,519 shares; 2025Q4: 30,519 shares; 2026Q1: 31,392 shares 31,392 $687K <0.01% +873 Timeline ARTY 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: 6,281 shares; 2025Q3: 7,482 shares; 2025Q4: 13,119 shares; 2026Q1: 14,716 shares 14,716 $685K <0.01% +1,597 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,943 shares; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: not reported; 2025Q4: 18,700 shares; 2026Q1: 15,670 shares 15,670 $685K <0.01% -3,030 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 17,541 shares; 2025Q4: 17,912 shares; 2026Q1: 17,736 shares 17,736 $684K <0.01% -176 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to 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: 34,118 shares; 2026Q1: 48,827 shares 48,827 $684K <0.01% +14,709 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,721 shares 13,721 $679K <0.01% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 3,251 shares; 2025Q3: 30,464 shares; 2025Q4: 4,013 shares; 2026Q1: 4,750 shares 4,750 $675K <0.01% +737 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,050 shares 17,050 $673K <0.01% new Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,311 shares; 2025Q1: not reported; 2025Q2: 6,981 shares; 2025Q3: not reported; 2025Q4: 16,251 shares; 2026Q1: 18,765 shares 18,765 $671K <0.01% +2,514 Timeline IMCG 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: 2,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,611 shares; 2025Q4: 7,856 shares; 2026Q1: 8,743 shares 8,743 $669K <0.01% +887 Timeline AJAN 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: 29,990 shares; 2024Q4: 29,990 shares; 2025Q1: 26,980 shares; 2025Q2: 26,980 shares; 2025Q3: 24,137 shares; 2025Q4: 24,137 shares; 2026Q1: 24,137 shares 24,137 $667K <0.01% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER 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: 177,263 shares; 2026Q1: 187,941 shares 187,941 $667K <0.01% +10,678 Timeline ITWO 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: 7,000 shares; 2025Q1: 11,500 shares; 2025Q2: 15,845 shares; 2025Q3: 16,164 shares; 2025Q4: 16,164 shares; 2026Q1: 0 shares 0 $666K <0.01% -16,164 Amount filed as zero, left out of ratios. Timeline INSM INSMED INC More: the full row for INSMED 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: 4,503 shares; 2025Q3: 4,536 shares; 2025Q4: 7,174 shares; 2026Q1: 4,063 shares 4,063 $664K <0.01% -3,111 Timeline ISPY 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: 7,000 shares; 2025Q1: 11,000 shares; 2025Q2: 14,859 shares; 2025Q3: 14,987 shares; 2025Q4: 14,987 shares; 2026Q1: 0 shares 0 $663K <0.01% -14,987 Amount filed as zero, left out of ratios. Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,100 shares; 2025Q1: 39,100 shares; 2025Q2: 39,100 shares; 2025Q3: 39,100 shares; 2025Q4: 243,194 shares; 2026Q1: 264,194 shares 264,194 $663K <0.01% +21,000 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,864 shares; 2025Q1: 20,698 shares; 2025Q2: 30,874 shares; 2025Q3: 16,890 shares; 2025Q4: 60,530 shares; 2026Q1: 57,655 shares 57,655 $663K <0.01% -2,875 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,189 shares; 2026Q1: 90,867 shares 90,867 $662K <0.01% +80,678 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 12,917 shares; 2025Q1: 10,888 shares; 2025Q2: 13,221 shares; 2025Q3: 8,492 shares; 2025Q4: 25,753 shares; 2026Q1: 25,367 shares 25,367 $658K <0.01% -386 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 20,780 shares; 2025Q4: 21,622 shares; 2026Q1: 19,989 shares 19,989 $658K <0.01% -1,633 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 2,093 shares; 2025Q2: 2,238 shares; 2025Q3: 2,641 shares; 2025Q4: 29,536 shares; 2026Q1: 5,589 shares 5,589 $658K <0.01% -23,947 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,047 shares; 2024Q4: 16,256 shares; 2025Q1: 14,550 shares; 2025Q2: 29,584 shares; 2025Q3: 24,814 shares; 2025Q4: 32,352 shares; 2026Q1: 25,360 shares 25,360 $657K <0.01% -6,992 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,302 shares; 2024Q4: 50,192 shares; 2025Q1: 49,716 shares; 2025Q2: 50,212 shares; 2025Q3: 48,568 shares; 2025Q4: 52,215 shares; 2026Q1: 46,678 shares 46,678 $656K <0.01% -5,537 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,271 shares; 2024Q4: 19,734 shares; 2025Q1: 35,289 shares; 2025Q2: 51,669 shares; 2025Q3: 54,090 shares; 2025Q4: 40,549 shares; 2026Q1: 37,970 shares 37,970 $651K <0.01% -2,579 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE 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: 24,333 shares; 2025Q3: 24,508 shares; 2025Q4: 23,822 shares; 2026Q1: 24,281 shares 24,281 $650K <0.01% +459 Timeline IQQQ 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: 7,000 shares; 2025Q1: 11,000 shares; 2025Q2: 15,058 shares; 2025Q3: 15,196 shares; 2025Q4: 15,196 shares; 2026Q1: 0 shares 0 $649K <0.01% -15,196 Amount filed as zero, left out of ratios. Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to 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: 37,062 shares; 2026Q1: 34,493 shares 34,493 $646K <0.01% -2,569 Timeline FTXL 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: 3,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares; 2026Q1: 4,363 shares 4,363 $644K <0.01% +2,144 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares; 2026Q1: 2,523 shares 2,523 $643K <0.01% -495 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 70,091 shares; 2026Q1: 70,111 shares 70,111 $642K <0.01% +20 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 5,988 shares; 2026Q1: 6,768 shares 6,768 $642K <0.01% +780 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,497 shares; 2025Q1: 15,747 shares; 2025Q2: 12,807 shares; 2025Q3: 18,836 shares; 2025Q4: 45,197 shares; 2026Q1: 43,317 shares 43,317 $640K <0.01% -1,880 Timeline IEV 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: 5,115 shares; 2025Q1: 5,115 shares; 2025Q2: 8,702 shares; 2025Q3: 8,965 shares; 2025Q4: 9,613 shares; 2026Q1: 8,156 shares 8,156 $640K <0.01% -1,457 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,512 shares; 2025Q4: 6,620 shares; 2026Q1: 8,517 shares 8,517 $636K <0.01% +1,897 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 119,804 shares; 2025Q1: 118,131 shares; 2025Q2: 24,464 shares; 2025Q3: not reported; 2025Q4: 58,984 shares; 2026Q1: 27,252 shares 27,252 $633K <0.01% -31,732 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 35,481 shares; 2025Q1: 51,102 shares; 2025Q2: 258,845 shares; 2025Q3: 299,070 shares; 2025Q4: 166,454 shares; 2026Q1: 47,483 shares 47,483 $632K <0.01% -118,971 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE 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: 47,641 shares; 2025Q4: 48,592 shares; 2026Q1: 54,202 shares 54,202 $631K <0.01% +5,610 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 2,930 shares; 2025Q3: 8,649 shares; 2025Q4: 3,001 shares; 2026Q1: 4,948 shares 4,948 $630K <0.01% +1,947 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,007 shares; 2024Q4: 19,275 shares; 2025Q1: 20,631 shares; 2025Q2: 18,325 shares; 2025Q3: 33,283 shares; 2025Q4: 43,544 shares; 2026Q1: 26,408 shares 26,408 $627K <0.01% -17,136 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,353 shares; 2025Q1: 4,353 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares 4,359 $624K <0.01% 0 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 23,178 shares; 2025Q1: 23,247 shares; 2025Q2: not reported; 2025Q3: 25,500 shares; 2025Q4: 25,099 shares; 2026Q1: 24,931 shares 24,931 $624K <0.01% -168 Timeline XDEC 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: 30,920 shares; 2024Q4: 30,920 shares; 2025Q1: 30,920 shares; 2025Q2: 15,460 shares; 2025Q3: 15,460 shares; 2025Q4: 15,460 shares; 2026Q1: 15,460 shares 15,460 $623K <0.01% 0 Timeline PXH 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: 83,326 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,814 shares; 2026Q1: 23,153 shares 23,153 $623K <0.01% +6,339 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER 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: 189,725 shares; 2026Q1: 189,725 shares 189,725 $620K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,883 shares; 2025Q2: 7,437 shares; 2025Q3: 8,090 shares; 2025Q4: 14,675 shares; 2026Q1: 26,580 shares 26,580 $619K <0.01% +11,905 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,058 shares 9,058 $619K <0.01% new Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,374 shares; 2025Q4: 77,495 shares; 2026Q1: 29,155 shares 29,155 $618K <0.01% -48,340 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to 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: 7,655 shares; 2026Q1: 10,605 shares 10,605 $617K <0.01% +2,950 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,068 shares; 2026Q1: 15,068 shares 15,068 $615K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,618 shares; 2025Q2: 2,703 shares; 2025Q3: 2,344 shares; 2025Q4: not reported; 2026Q1: 7,961 shares 7,961 $614K <0.01% new Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,277 shares; 2026Q1: 34,038 shares 34,038 $612K <0.01% -1,239 Timeline IYG 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: 3,818 shares; 2024Q4: 6,141 shares; 2025Q1: 6,826 shares; 2025Q2: 6,826 shares; 2025Q3: 6,051 shares; 2025Q4: 6,344 shares; 2026Q1: 7,383 shares 7,383 $612K <0.01% +1,039 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,060 shares; 2024Q4: 50,976 shares; 2025Q1: 45,640 shares; 2025Q2: 45,852 shares; 2025Q3: 42,147 shares; 2025Q4: 40,996 shares; 2026Q1: 33,822 shares 33,822 $612K <0.01% -7,174 Timeline DOL 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: 7,852 shares; 2025Q1: 8,115 shares; 2025Q2: 8,158 shares; 2025Q3: 8,374 shares; 2025Q4: 10,156 shares; 2026Q1: 8,986 shares 8,986 $611K <0.01% -1,170 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 232,112 shares; 2026Q1: 232,112 shares 232,112 $610K <0.01% 0 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 17,419 shares; 2026Q1: 17,470 shares 17,470 $609K <0.01% +51 Timeline EWC 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: 4,643 shares; 2025Q3: 4,671 shares; 2025Q4: 5,835 shares; 2026Q1: 11,106 shares 11,106 $609K <0.01% +5,271 Timeline GAL 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: 12,263 shares; 2026Q1: 12,291 shares 12,291 $608K <0.01% +28 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 16,349 shares 16,349 $608K <0.01% +10,426 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,752 shares; 2024Q4: 45,294 shares; 2025Q1: 44,491 shares; 2025Q2: 41,071 shares; 2025Q3: 40,177 shares; 2025Q4: 86,476 shares; 2026Q1: 83,720 shares 83,720 $608K <0.01% -2,756 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 2,629 shares; 2026Q1: 4,468 shares 4,468 $606K <0.01% +1,839 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT 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: 25,600 shares; 2026Q1: 27,709 shares 27,709 $606K <0.01% +2,109 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,936 shares; 2025Q1: 38,235 shares; 2025Q2: 21,592 shares; 2025Q3: 31,885 shares; 2025Q4: 130,634 shares; 2026Q1: 131,081 shares 131,081 $603K <0.01% +447 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,410 shares; 2026Q1: 35,020 shares 35,020 $600K <0.01% +22,610 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,166 shares; 2025Q4: 7,584 shares; 2026Q1: 13,267 shares 13,267 $590K <0.01% +5,683 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to 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: 18,774 shares; 2026Q1: 28,878 shares 28,878 $587K <0.01% +10,104 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 2,404 shares; 2025Q3: 2,301 shares; 2025Q4: 1,174 shares; 2026Q1: 2,297 shares 2,297 $586K <0.01% +1,123 Timeline RPV 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: 5,483 shares; 2026Q1: 5,444 shares 5,444 $585K <0.01% -39 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,186 shares; 2025Q4: 12,485 shares; 2026Q1: 12,244 shares 12,244 $583K <0.01% -241 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 6,427 shares; 2025Q1: 6,192 shares; 2025Q2: 6,170 shares; 2025Q3: 6,861 shares; 2025Q4: 6,170 shares; 2026Q1: 6,023 shares 6,023 $583K <0.01% -147 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,992 shares; 2025Q2: 39,343 shares; 2025Q3: 38,308 shares; 2025Q4: 32,651 shares; 2026Q1: 32,651 shares 32,651 $582K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,742 shares; 2025Q1: not reported; 2025Q2: 13,398 shares; 2025Q3: 12,434 shares; 2025Q4: 15,980 shares; 2026Q1: 13,287 shares 13,287 $581K <0.01% -2,693 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 22,088 shares; 2025Q1: 28,789 shares; 2025Q2: 26,924 shares; 2025Q3: 15,483 shares; 2025Q4: 13,604 shares; 2026Q1: 19,657 shares 19,657 $581K <0.01% +6,053 Timeline AIVL 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: 1,895 shares; 2024Q4: 7,832 shares; 2025Q1: 5,855 shares; 2025Q2: 6,914 shares; 2025Q3: 5,100 shares; 2025Q4: 5,043 shares; 2026Q1: 5,049 shares 5,049 $580K <0.01% +6 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 7,765 shares 7,765 $578K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 3,370 shares; 2025Q1: 2,369 shares; 2025Q2: 2,250 shares; 2025Q3: 1,589 shares; 2025Q4: 6,657 shares; 2026Q1: 2,653 shares 2,653 $575K <0.01% -4,004 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 13,702 shares; 2025Q4: 16,622 shares; 2026Q1: 16,708 shares 16,708 $575K <0.01% +86 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,890 shares; 2025Q1: 8,887 shares; 2025Q2: 8,932 shares; 2025Q3: 10,531 shares; 2025Q4: 10,043 shares; 2026Q1: 10,853 shares 10,853 $575K <0.01% +810 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,715 shares; 2025Q1: 13,270 shares; 2025Q2: 12,580 shares; 2025Q3: 13,270 shares; 2025Q4: 15,157 shares; 2026Q1: 16,057 shares 16,057 $575K <0.01% +900 Timeline EWJV 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: 18,028 shares; 2025Q2: 15,882 shares; 2025Q3: 15,620 shares; 2025Q4: 13,432 shares; 2026Q1: 13,432 shares 13,432 $573K <0.01% 0 Timeline KFEB 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: 20,370 shares 20,370 $572K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,655 shares; 2025Q1: 6,616 shares; 2025Q2: 10,764 shares; 2025Q3: 12,772 shares; 2025Q4: 21,136 shares; 2026Q1: 10,481 shares 10,481 $572K <0.01% -10,655 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 2,493 shares 2,493 $571K <0.01% +1,411 Timeline EWZS 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: 43,456 shares; 2025Q3: 42,659 shares; 2025Q4: 37,504 shares; 2026Q1: 38,504 shares 38,504 $570K <0.01% +1,000 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,226 shares; 2024Q4: 13,862 shares; 2025Q1: 13,862 shares; 2025Q2: 13,862 shares; 2025Q3: 13,862 shares; 2025Q4: 13,862 shares; 2026Q1: 13,862 shares 13,862 $567K <0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,958 shares; 2025Q4: 28,700 shares; 2026Q1: 32,257 shares 32,257 $566K <0.01% +3,557 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,820 shares; 2026Q1: 8,688 shares 8,688 $565K <0.01% -2,132 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,923 shares; 2026Q1: 24,780 shares 24,780 $565K <0.01% -54,143 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 10,505 shares; 2025Q1: 8,977 shares; 2025Q2: 9,565 shares; 2025Q3: 12,258 shares; 2025Q4: 9,897 shares; 2026Q1: 13,087 shares 13,087 $560K <0.01% +3,190 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 10,843 shares; 2025Q3: 10,017 shares; 2025Q4: 11,261 shares; 2026Q1: 11,967 shares 11,967 $560K <0.01% +706 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 22,934 shares; 2025Q1: 21,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,319 shares; 2026Q1: 49,768 shares 49,768 $559K <0.01% -1,551 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 5,226 shares; 2025Q1: 8,355 shares; 2025Q2: 707 shares; 2025Q3: not reported; 2025Q4: 13,049 shares; 2026Q1: 2,070 shares 2,070 $558K <0.01% -10,979 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,239 shares; 2025Q1: 2,291 shares; 2025Q2: 2,324 shares; 2025Q3: not reported; 2025Q4: 7,431 shares; 2026Q1: 7,222 shares 7,222 $558K <0.01% -209 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,115 shares; 2024Q4: 44,147 shares; 2025Q1: 50,510 shares; 2025Q2: 45,710 shares; 2025Q3: 43,395 shares; 2025Q4: 41,689 shares; 2026Q1: 49,199 shares 49,199 $557K <0.01% +7,510 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 69,485 shares; 2025Q4: 69,689 shares; 2026Q1: 11,184 shares 11,184 $556K <0.01% -58,505 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 39,013 shares; 2026Q1: 25,423 shares 25,423 $556K <0.01% -13,590 Timeline KOPN KOPIN CORP More: the full row for KOPIN 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: 246,460 shares 246,460 $555K <0.01% new Timeline HEDJ 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: 10,570 shares; 2025Q1: 17,344 shares; 2025Q2: 16,664 shares; 2025Q3: 15,824 shares; 2025Q4: 10,582 shares; 2026Q1: 10,582 shares 10,582 $553K <0.01% 0 Timeline ISCF 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: 15,182 shares; 2025Q3: 14,927 shares; 2025Q4: 13,126 shares; 2026Q1: 13,242 shares 13,242 $553K <0.01% +116 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,484 shares; 2024Q4: 51,107 shares; 2025Q1: 64,534 shares; 2025Q2: 75,592 shares; 2025Q3: 45,675 shares; 2025Q4: 85,597 shares; 2026Q1: 36,742 shares 36,742 $553K <0.01% -48,855 Timeline SNSR 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: 9,472 shares; 2024Q4: 8,231 shares; 2025Q1: 8,136 shares; 2025Q2: 11,626 shares; 2025Q3: 15,418 shares; 2025Q4: 11,626 shares; 2026Q1: 14,827 shares 14,827 $553K <0.01% +3,201 Timeline LEMB 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: not reported; 2026Q1: 13,533 shares 13,533 $552K <0.01% new Timeline LONZ 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: 7,502 shares; 2025Q1: 7,605 shares; 2025Q2: 8,183 shares; 2025Q3: 6,340 shares; 2025Q4: 123,588 shares; 2026Q1: 11,175 shares 11,175 $552K <0.01% -112,413 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,136 shares; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 4,536 shares 4,536 $549K <0.01% +1,252 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,272 shares; 2025Q4: 8,687 shares; 2026Q1: 7,857 shares 7,857 $545K <0.01% -830 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,571 shares; 2025Q2: 11,183 shares; 2025Q3: 8,502 shares; 2025Q4: 10,552 shares; 2026Q1: 6,565 shares 6,565 $542K <0.01% -3,987 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,064 shares; 2026Q1: 59,310 shares 59,310 $542K <0.01% +22,246 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,646 shares; 2025Q1: 61,646 shares; 2025Q2: 61,593 shares; 2025Q3: 55,224 shares; 2025Q4: 1,881,405 shares; 2026Q1: 60,170 shares 60,170 $541K <0.01% -1,821,235 Timeline XSMO 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: 8,582 shares; 2025Q2: 4,728 shares; 2025Q3: 5,707 shares; 2025Q4: 7,343 shares; 2026Q1: 7,066 shares 7,066 $537K <0.01% -277 Timeline IVOG 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: 1,910 shares; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: not reported; 2025Q4: 2,158 shares; 2026Q1: 4,010 shares 4,010 $535K <0.01% +1,852 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 26,454 shares; 2025Q1: 25,419 shares; 2025Q2: 13,028 shares; 2025Q3: not reported; 2025Q4: 1,187 shares; 2026Q1: 892 shares 892 $534K <0.01% -295 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,840 shares; 2026Q1: 14,543 shares 14,543 $534K <0.01% +1,703 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,190 shares; 2025Q1: 16,191 shares; 2025Q2: 16,232 shares; 2025Q3: 90,870 shares; 2025Q4: 16,333 shares; 2026Q1: 16,466 shares 16,466 $534K <0.01% +133 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,249 shares 8,249 $534K <0.01% new Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL 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: 23,670 shares; 2025Q4: 30,653 shares; 2026Q1: 44,111 shares 44,111 $533K <0.01% +13,458 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,513 shares; 2025Q1: 9,511 shares; 2025Q2: 6,979 shares; 2025Q3: 8,159 shares; 2025Q4: 13,386 shares; 2026Q1: 7,665 shares 7,665 $533K <0.01% -5,721 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,690 shares; 2026Q1: 33,690 shares 33,690 $531K <0.01% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,720 shares 7,720 $531K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 15,477 shares; 2025Q3: 13,489 shares; 2025Q4: 14,587 shares; 2026Q1: 9,521 shares 9,521 $529K <0.01% -5,066 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 3,931 shares; 2025Q2: 2,049 shares; 2025Q3: 3,791 shares; 2025Q4: 5,513 shares; 2026Q1: 2,110 shares 2,110 $529K <0.01% -3,403 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,978 shares; 2025Q1: 19,441 shares; 2025Q2: 19,498 shares; 2025Q3: 19,498 shares; 2025Q4: 19,441 shares; 2026Q1: 18,699 shares 18,699 $528K <0.01% -742 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 7,032 shares; 2026Q1: 7,032 shares 7,032 $527K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 10,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,801 shares; 2026Q1: 38,209 shares 38,209 $527K <0.01% -592 Timeline INOV 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: 14,977 shares; 2026Q1: 15,142 shares 15,142 $525K <0.01% +165 Timeline XHB 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: 2,997 shares; 2025Q1: 8,710 shares; 2025Q2: 8,710 shares; 2025Q3: 9,149 shares; 2025Q4: 6,959 shares; 2026Q1: 5,315 shares 5,315 $525K <0.01% -1,644 Timeline PSI 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: 5,256 shares; 2024Q4: 5,256 shares; 2025Q1: 5,250 shares; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,556 shares; 2026Q1: 5,556 shares 5,556 $524K <0.01% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,729 shares; 2024Q4: 25,835 shares; 2025Q1: 17,639 shares; 2025Q2: 22,907 shares; 2025Q3: 20,676 shares; 2025Q4: 14,694 shares; 2026Q1: 9,667 shares 9,667 $524K <0.01% -5,027 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 5,538 shares; 2025Q2: 5,550 shares; 2025Q3: not reported; 2025Q4: 6,156 shares; 2026Q1: 6,009 shares 6,009 $520K <0.01% -147 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 13,333 shares; 2026Q1: 13,333 shares 13,333 $520K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,115 shares; 2024Q4: 41,591 shares; 2025Q1: 49,700 shares; 2025Q2: 48,696 shares; 2025Q3: 48,666 shares; 2025Q4: 25,801 shares; 2026Q1: 4,696 shares 4,696 $520K <0.01% -21,105 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,233 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,525 shares 22,525 $519K <0.01% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,306 shares; 2025Q1: 10,277 shares; 2025Q2: 18,056 shares; 2025Q3: 19,880 shares; 2025Q4: 18,177 shares; 2026Q1: 18,134 shares 18,134 $517K <0.01% -43 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 2,215 shares; 2025Q4: 2,739 shares; 2026Q1: 2,823 shares 2,823 $517K <0.01% +84 Timeline JTEK 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: not reported; 2026Q1: 6,488 shares 6,488 $516K <0.01% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,557 shares; 2024Q4: 25,531 shares; 2025Q1: 21,788 shares; 2025Q2: 18,277 shares; 2025Q3: 16,567 shares; 2025Q4: 10,974 shares; 2026Q1: 10,561 shares 10,561 $516K <0.01% -413 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: not reported; 2025Q1: 5,384 shares; 2025Q2: 6,334 shares; 2025Q3: 7,792 shares; 2025Q4: 6,466 shares; 2026Q1: 11,235 shares 11,235 $515K <0.01% +4,769 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 7,654 shares; 2026Q1: 15,652 shares 15,652 $514K <0.01% +7,998 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: not reported; 2025Q4: 727 shares; 2026Q1: 1,359 shares 1,359 $513K <0.01% +632 Timeline RSPT 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: 9,981 shares; 2024Q4: 9,347 shares; 2025Q1: 7,486 shares; 2025Q2: 8,221 shares; 2025Q3: 7,886 shares; 2025Q4: 11,550 shares; 2026Q1: 11,324 shares 11,324 $513K <0.01% -226 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,417 shares; 2025Q3: 7,732 shares; 2025Q4: 9,740 shares; 2026Q1: 8,625 shares 8,625 $512K <0.01% -1,115 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,024 shares; 2025Q1: 53,806 shares; 2025Q2: 62,980 shares; 2025Q3: 60,522 shares; 2025Q4: 62,021 shares; 2026Q1: 20,589 shares 20,589 $512K <0.01% -41,432 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 9,387 shares; 2025Q1: 9,122 shares; 2025Q2: 9,122 shares; 2025Q3: 9,195 shares; 2025Q4: 9,195 shares; 2026Q1: 18,456 shares 18,456 $510K <0.01% +9,261 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,528 shares; 2026Q1: 15,528 shares 15,528 $509K <0.01% 0 Timeline HERO 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: 26,281 shares; 2024Q4: 23,076 shares; 2025Q1: 22,828 shares; 2025Q2: 20,615 shares; 2025Q3: 20,514 shares; 2025Q4: 20,615 shares; 2026Q1: 19,765 shares 19,765 $509K <0.01% -850 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 13,631 shares; 2025Q1: 10,599 shares; 2025Q2: not reported; 2025Q3: 18,005 shares; 2025Q4: 18,010 shares; 2026Q1: 18,258 shares 18,258 $503K <0.01% +248 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,854 shares; 2025Q1: 10,216 shares; 2025Q2: not reported; 2025Q3: 7,617 shares; 2025Q4: 7,527 shares; 2026Q1: 7,905 shares 7,905 $503K <0.01% +378 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,768 shares; 2025Q2: 4,290 shares; 2025Q3: 3,173 shares; 2025Q4: 3,705 shares; 2026Q1: 3,841 shares 3,841 $503K <0.01% +136 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 31,034 shares; 2026Q1: 47,582 shares 47,582 $502K <0.01% +16,548 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,190 shares; 2025Q1: 24,911 shares; 2025Q2: 16,862 shares; 2025Q3: 16,862 shares; 2025Q4: 18,835 shares; 2026Q1: 20,454 shares 20,454 $502K <0.01% +1,619 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 2,948 shares; 2026Q1: 4,491 shares 4,491 $500K <0.01% +1,543 Timeline IMTB 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: 11,407 shares; 2025Q3: 11,407 shares; 2025Q4: 11,407 shares; 2026Q1: 11,407 shares 11,407 $500K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 20,771 shares; 2025Q1: 23,146 shares; 2025Q2: 23,903 shares; 2025Q3: 24,123 shares; 2025Q4: 25,692 shares; 2026Q1: 25,963 shares 25,963 $499K <0.01% +271 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,587 shares; 2026Q1: 6,372 shares 6,372 $498K <0.01% +785 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to 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: 30,768 shares; 2026Q1: 33,280 shares 33,280 $497K <0.01% +2,512 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,269 shares; 2025Q1: 4,860 shares; 2025Q2: 8,009 shares; 2025Q3: 10,209 shares; 2025Q4: 31,289 shares; 2026Q1: 16,998 shares 16,998 $497K <0.01% -14,291 Timeline IHF 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: 5,735 shares; 2025Q4: 18,214 shares; 2026Q1: 11,858 shares 11,858 $496K <0.01% -6,356 Timeline RWR 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: 5,148 shares; 2024Q4: 8,839 shares; 2025Q1: 8,515 shares; 2025Q2: 8,575 shares; 2025Q3: 6,840 shares; 2025Q4: 4,669 shares; 2026Q1: 4,890 shares 4,890 $494K <0.01% +221 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,384 shares; 2025Q1: 22,943 shares; 2025Q2: 41,351 shares; 2025Q3: 54,594 shares; 2025Q4: 65,820 shares; 2026Q1: 59,726 shares 59,726 $493K <0.01% -6,094 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 22,668 shares; 2025Q3: not reported; 2025Q4: 30,769 shares; 2026Q1: 46,668 shares 46,668 $492K <0.01% +15,899 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 20,640 shares; 2025Q1: 20,182 shares; 2025Q2: 19,784 shares; 2025Q3: 18,181 shares; 2025Q4: 22,545 shares; 2026Q1: 24,915 shares 24,915 $492K <0.01% +2,370 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,842 shares; 2026Q1: 4,529 shares 4,529 $492K <0.01% +1,687 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,202 shares; 2025Q1: not reported; 2025Q2: 13,284 shares; 2025Q3: 17,122 shares; 2025Q4: 22,970 shares; 2026Q1: 51,683 shares 51,683 $491K <0.01% +28,713 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,434 shares; 2024Q4: 20,197 shares; 2025Q1: 20,497 shares; 2025Q2: 19,220 shares; 2025Q3: 20,737 shares; 2025Q4: 30,911 shares; 2026Q1: 41,094 shares 41,094 $489K <0.01% +10,183 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 3,857 shares; 2025Q1: 6,429 shares; 2025Q2: 4,779 shares; 2025Q3: 6,368 shares; 2025Q4: 6,709 shares; 2026Q1: 2,817 shares 2,817 $489K <0.01% -3,892 Timeline LBRX LB PHARMACEUTICALS INC More: the full row for LB PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,095 shares; 2026Q1: 19,815 shares 19,815 $489K <0.01% -280 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,192 shares; 2025Q2: 14,761 shares; 2025Q3: not reported; 2025Q4: 18,583 shares; 2026Q1: 17,255 shares 17,255 $487K <0.01% -1,328 Timeline ILCV 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: 3,256 shares; 2025Q1: 3,056 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 6,258 shares; 2026Q1: 4,282 shares 4,282 $486K <0.01% -1,976 Timeline PJP 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: 5,907 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,532 shares; 2026Q1: 4,686 shares 4,686 $486K <0.01% -846 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,456 shares; 2024Q4: 13,650 shares; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 2,102 shares; 2025Q4: 2,142 shares; 2026Q1: 1,961 shares 1,961 $485K <0.01% -181 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,285 shares; 2025Q1: 2,591 shares; 2025Q2: 4,553 shares; 2025Q3: 4,558 shares; 2025Q4: 4,953 shares; 2026Q1: 4,957 shares 4,957 $484K <0.01% +4 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,294 shares 18,294 $482K <0.01% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 7,991 shares; 2025Q4: 9,583 shares; 2026Q1: 9,762 shares 9,762 $480K <0.01% +179 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL 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: 9,589 shares; 2026Q1: 10,103 shares 10,103 $479K <0.01% +514 Timeline STBA S & T BANCORP INC More: the full row for S & T 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: not reported; 2026Q1: 11,436 shares 11,436 $478K <0.01% new Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,538 shares; 2025Q4: 3,540 shares; 2026Q1: 3,742 shares 3,742 $478K <0.01% +202 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 41,305 shares; 2025Q3: 50,059 shares; 2025Q4: 70,842 shares; 2026Q1: 55,227 shares 55,227 $477K <0.01% -15,615 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,266 shares; 2025Q1: 5,212 shares; 2025Q2: 5,196 shares; 2025Q3: 5,218 shares; 2025Q4: 8,519 shares; 2026Q1: 8,967 shares 8,967 $477K <0.01% +448 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 35,709 shares; 2026Q1: 16,519 shares 16,519 $476K <0.01% -19,190 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,705 shares; 2025Q2: 3,334 shares; 2025Q3: 2,502 shares; 2025Q4: 7,352 shares; 2026Q1: 6,299 shares 6,299 $475K <0.01% -1,053 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 13,544 shares; 2025Q1: 13,443 shares; 2025Q2: 16,417 shares; 2025Q3: 26,962 shares; 2025Q4: 42,362 shares; 2026Q1: 45,546 shares 45,546 $474K <0.01% +3,184 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 18,500 shares; 2026Q1: 18,834 shares 18,834 $473K <0.01% +334 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 16,866 shares; 2025Q1: 16,866 shares; 2025Q2: 16,866 shares; 2025Q3: 16,093 shares; 2025Q4: 16,093 shares; 2026Q1: 16,093 shares 16,093 $473K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 3,316 shares; 2025Q2: 3,629 shares; 2025Q3: 3,874 shares; 2025Q4: 7,726 shares; 2026Q1: 5,534 shares 5,534 $471K <0.01% -2,192 Timeline OIH 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: 785 shares; 2025Q1: 785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $470K <0.01% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,135 shares; 2025Q3: not reported; 2025Q4: 30,189 shares; 2026Q1: 41,298 shares 41,298 $468K <0.01% +11,109 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,272 shares; 2025Q1: 7,095 shares; 2025Q2: 5,673 shares; 2025Q3: 7,727 shares; 2025Q4: 5,556 shares; 2026Q1: 6,920 shares 6,920 $468K <0.01% +1,364 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,199 shares; 2026Q1: 71,668 shares 71,668 $467K <0.01% +43,469 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,553 shares 12,553 $466K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,985 shares; 2024Q4: 16,455 shares; 2025Q1: 17,836 shares; 2025Q2: 6,069 shares; 2025Q3: not reported; 2025Q4: 7,542 shares; 2026Q1: 1,557 shares 1,557 $466K <0.01% -5,985 Timeline MAGS 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: 4,958 shares; 2024Q4: 6,743 shares; 2025Q1: 8,197 shares; 2025Q2: 4,002 shares; 2025Q3: 5,203 shares; 2025Q4: 7,962 shares; 2026Q1: 8,043 shares 8,043 $466K <0.01% +81 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,472 shares; 2025Q2: 13,201 shares; 2025Q3: 12,298 shares; 2025Q4: 10,114 shares; 2026Q1: 10,114 shares 10,114 $465K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,311 shares; 2025Q3: 2,669 shares; 2025Q4: 3,731 shares; 2026Q1: 4,134 shares 4,134 $465K <0.01% +403 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 1,848 shares; 2026Q1: 1,588 shares 1,588 $465K <0.01% -260 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,180 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,177 shares; 2025Q4: 6,307 shares; 2026Q1: 7,508 shares 7,508 $464K <0.01% +1,201 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 2,405 shares; 2026Q1: 1,367 shares 1,367 $464K <0.01% -1,038 Timeline GTLS CHART INDS INC More: the full row for CHART 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: 3,143 shares; 2025Q3: 1,499 shares; 2025Q4: 2,422 shares; 2026Q1: 2,236 shares 2,236 $463K <0.01% -186 Timeline DSTX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,249 shares; 2026Q1: 14,281 shares 14,281 $463K <0.01% +32 Timeline IBDX 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: 18,297 shares; 2025Q3: 18,297 shares; 2025Q4: 18,297 shares; 2026Q1: 18,297 shares 18,297 $462K <0.01% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,483 shares; 2026Q1: 9,015 shares 9,015 $462K <0.01% +3,532 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST 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: not reported; 2025Q3: not reported; 2025Q4: 20,602 shares; 2026Q1: 36,394 shares 36,394 $462K <0.01% +15,792 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 3,409 shares; 2026Q1: 5,509 shares 5,509 $460K <0.01% +2,100 Timeline UMAR 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: 13,198 shares; 2025Q2: 11,578 shares; 2025Q3: 11,578 shares; 2025Q4: 11,578 shares; 2026Q1: 11,578 shares 11,578 $460K <0.01% 0 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,030 shares; 2024Q4: 8,030 shares; 2025Q1: 8,032 shares; 2025Q2: 8,042 shares; 2025Q3: 8,081 shares; 2025Q4: 8,075 shares; 2026Q1: 8,599 shares 8,599 $459K <0.01% +524 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 35,905 shares; 2025Q1: 38,284 shares; 2025Q2: 41,047 shares; 2025Q3: 57,093 shares; 2025Q4: 94,654 shares; 2026Q1: 88,640 shares 88,640 $458K <0.01% -6,014 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998,672 shares; 2025Q1: 950,532 shares; 2025Q2: 950,532 shares; 2025Q3: 890,432 shares; 2025Q4: 496,422 shares; 2026Q1: 496,422 shares 496,422 $457K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 5,388 shares; 2025Q1: 6,403 shares; 2025Q2: 5,368 shares; 2025Q3: 4,109 shares; 2025Q4: 13,049 shares; 2026Q1: 5,936 shares 5,936 $456K <0.01% -7,113 Timeline EPP 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: 4,228 shares; 2026Q1: 8,572 shares 8,572 $456K <0.01% +4,344 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 9,209 shares 9,209 $455K <0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,354 shares; 2026Q1: 6,470 shares 6,470 $455K <0.01% +1,116 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: 24,812 shares; 2026Q1: 23,820 shares 23,820 $454K <0.01% -992 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: not reported; 2025Q2: 9,019 shares; 2025Q3: 14,757 shares; 2025Q4: 18,610 shares; 2026Q1: 18,209 shares 18,209 $453K <0.01% -401 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 18,903 shares; 2025Q1: 17,248 shares; 2025Q2: 15,271 shares; 2025Q3: 15,199 shares; 2025Q4: 16,165 shares; 2026Q1: 15,580 shares 15,580 $451K <0.01% -585 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,823 shares; 2025Q3: 27,130 shares; 2025Q4: 31,188 shares; 2026Q1: 9,334 shares 9,334 $451K <0.01% -21,854 Timeline RMCF ROCKY MTN CHOCOLATE FACTORY More: the full row for ROCKY MTN CHOCOLATE FACTORY Quarterly shares; oldest to 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: 75,020 shares; 2026Q1: 200,020 shares 200,020 $450K <0.01% +125,000 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,875 shares; 2026Q1: 31,357 shares 31,357 $450K <0.01% -23,518 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 279,855 shares; 2025Q1: 239,457 shares; 2025Q2: 28,479 shares; 2025Q3: 22,900 shares; 2025Q4: 33,327 shares; 2026Q1: 24,403 shares 24,403 $449K <0.01% -8,924 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 5,028 shares; 2026Q1: 7,795 shares 7,795 $448K <0.01% +2,767 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,227 shares; 2025Q4: 17,486 shares; 2026Q1: 16,737 shares 16,737 $446K <0.01% -749 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,798 shares 5,798 $443K <0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,435 shares; 2025Q1: 4,595 shares; 2025Q2: 4,496 shares; 2025Q3: 4,159 shares; 2025Q4: 5,630 shares; 2026Q1: 6,761 shares 6,761 $443K <0.01% +1,131 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,019 shares; 2026Q1: 11,746 shares 11,746 $440K <0.01% -1,273 Timeline