IWS 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: 8,647 shares; 2024Q4: 7,453 shares; 2025Q1: 6,174 shares; 2025Q2: 5,955 shares; 2025Q3: 5,981 shares; 2025Q4: 7,252 shares; 2026Q1: 7,562 shares 7,562 $1.1M 0.01% +310 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 108,285 shares; 2026Q1: 31,274 shares 31,274 $1.1M 0.01% -77,011 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,997 shares; 2025Q1: 2,791 shares; 2025Q2: 2,651 shares; 2025Q3: 2,759 shares; 2025Q4: 3,649 shares; 2026Q1: 4,486 shares 4,486 $1.09M 0.01% +837 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 589 shares; 2025Q1: 708 shares; 2025Q2: 778 shares; 2025Q3: 990 shares; 2025Q4: 5,140 shares; 2026Q1: 10,376 shares 10,376 $1.08M 0.01% +5,236 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 2,246 shares; 2025Q1: 2,824 shares; 2025Q2: 2,224 shares; 2025Q3: 3,581 shares; 2025Q4: 4,019 shares; 2026Q1: 4,014 shares 4,014 $1.07M 0.01% -5 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: 8,442 shares; 2026Q1: 14,056 shares 14,056 $1.06M 0.01% +5,614 Timeline XTJL 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: 34,282 shares; 2024Q4: 33,218 shares; 2025Q1: 33,340 shares; 2025Q2: 32,442 shares; 2025Q3: 31,012 shares; 2025Q4: 29,595 shares; 2026Q1: 27,548 shares 27,548 $1.06M 0.01% -2,047 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 14,508 shares; 2025Q1: 14,462 shares; 2025Q2: 66,198 shares; 2025Q3: 7,354 shares; 2025Q4: 13,384 shares; 2026Q1: 25,334 shares 25,334 $1.06M 0.01% +11,950 Timeline SDVD 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: not reported; 2026Q1: 48,592 shares 48,592 $1.05M 0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 16,654 shares; 2026Q1: 21,241 shares 21,241 $1.05M 0.01% +4,587 Timeline XMMO 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: 168,436 shares; 2024Q4: 216,405 shares; 2025Q1: 162,319 shares; 2025Q2: 163,585 shares; 2025Q3: 5,354 shares; 2025Q4: 5,348 shares; 2026Q1: 7,180 shares 7,180 $1.04M 0.01% +1,832 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 4,618 shares; 2025Q1: 5,074 shares; 2025Q2: 8,117 shares; 2025Q3: 4,098 shares; 2025Q4: 6,584 shares; 2026Q1: 6,708 shares 6,708 $1.04M 0.01% +124 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,768 shares; 2025Q1: 2,698 shares; 2025Q2: 5,496 shares; 2025Q3: 6,303 shares; 2025Q4: 8,410 shares; 2026Q1: 6,918 shares 6,918 $1.04M 0.01% -1,492 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is 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: 34,433 shares 34,433 $1.04M 0.01% new Timeline GLW CORNING INC More: the full row for CORNING 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: 3,985 shares; 2025Q4: 5,202 shares; 2026Q1: 7,597 shares 7,597 $1.03M 0.01% +2,395 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,995 shares; 2025Q1: 7,880 shares; 2025Q2: 7,600 shares; 2025Q3: 9,188 shares; 2025Q4: 9,022 shares; 2026Q1: 9,335 shares 9,335 $1.02M 0.01% +313 Timeline FIXD 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: 54,558 shares; 2024Q4: 38,188 shares; 2025Q1: 26,478 shares; 2025Q2: 26,403 shares; 2025Q3: 26,366 shares; 2025Q4: 22,482 shares; 2026Q1: 23,388 shares 23,388 $1.02M 0.01% +906 Timeline UAUG 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: 15,854 shares; 2024Q4: 11,809 shares; 2025Q1: 14,148 shares; 2025Q2: 8,724 shares; 2025Q3: 21,238 shares; 2025Q4: 28,200 shares; 2026Q1: 25,672 shares 25,672 $1.01M 0.01% -2,528 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,082 shares; 2024Q4: 27,261 shares; 2025Q1: 32,563 shares; 2025Q2: 33,354 shares; 2025Q3: 29,013 shares; 2025Q4: 32,213 shares; 2026Q1: 28,123 shares 28,123 $997K 0.01% -4,090 Timeline PJAN 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: 5,175 shares; 2025Q2: 5,326 shares; 2025Q3: 9,365 shares; 2025Q4: 12,112 shares; 2026Q1: 21,541 shares 21,541 $994K 0.01% +9,429 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,467 shares; 2025Q1: 5,209 shares; 2025Q2: 5,100 shares; 2025Q3: 4,167 shares; 2025Q4: 3,934 shares; 2026Q1: 4,051 shares 4,051 $989K 0.01% +117 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: 5,170 shares; 2024Q4: 5,325 shares; 2025Q1: 6,182 shares; 2025Q2: 6,452 shares; 2025Q3: 6,394 shares; 2025Q4: 7,215 shares; 2026Q1: 7,282 shares 7,282 $981K 0.01% +67 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,348 shares; 2025Q3: 18,249 shares; 2025Q4: 18,180 shares; 2026Q1: 18,301 shares 18,301 $977K 0.01% +121 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 7,196 shares; 2025Q1: 7,036 shares; 2025Q2: 7,196 shares; 2025Q3: 5,595 shares; 2025Q4: 5,062 shares; 2026Q1: 5,001 shares 5,001 $971K 0.01% -61 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: 6,331 shares; 2025Q3: 6,223 shares; 2025Q4: 6,206 shares; 2026Q1: 6,233 shares 6,233 $969K 0.01% +27 Timeline AFLG 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: 24,318 shares; 2025Q3: 25,443 shares; 2025Q4: 25,287 shares; 2026Q1: 24,965 shares 24,965 $963K 0.01% -322 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,941 shares; 2024Q4: 41,957 shares; 2025Q1: 41,800 shares; 2025Q2: 45,336 shares; 2025Q3: 34,386 shares; 2025Q4: 34,452 shares; 2026Q1: 33,468 shares 33,468 $961K 0.01% -984 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,508 shares; 2025Q1: 10,157 shares; 2025Q2: 10,717 shares; 2025Q3: 17,913 shares; 2025Q4: 15,117 shares; 2026Q1: 13,348 shares 13,348 $960K 0.01% -1,769 Timeline VTEB 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: 9,981 shares; 2024Q4: 19,381 shares; 2025Q1: 10,353 shares; 2025Q2: 10,472 shares; 2025Q3: 13,176 shares; 2025Q4: 13,087 shares; 2026Q1: 19,159 shares 19,159 $956K 0.01% +6,072 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 4,541 shares; 2025Q1: 3,734 shares; 2025Q2: 2,653 shares; 2025Q3: 2,622 shares; 2025Q4: 2,807 shares; 2026Q1: 3,189 shares 3,189 $953K 0.01% +382 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,276 shares; 2025Q1: 6,587 shares; 2025Q2: 7,719 shares; 2025Q3: 7,831 shares; 2025Q4: 9,057 shares; 2026Q1: 6,790 shares 6,790 $953K 0.01% -2,267 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,039 shares; 2025Q1: 1,111 shares; 2025Q2: 1,182 shares; 2025Q3: 1,111 shares; 2025Q4: 1,765 shares; 2026Q1: 1,536 shares 1,536 $948K 0.01% -229 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 10,399 shares 10,399 $946K 0.01% +6,949 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,344 shares; 2024Q4: 147,263 shares; 2025Q1: 144,893 shares; 2025Q2: 156,512 shares; 2025Q3: 157,037 shares; 2025Q4: 25,689 shares; 2026Q1: 23,683 shares 23,683 $943K 0.01% -2,006 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 5,433 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,432 shares; 2026Q1: 5,432 shares 5,432 $942K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,156 shares; 2024Q4: 91,953 shares; 2025Q1: 94,247 shares; 2025Q2: 103,501 shares; 2025Q3: 74,530 shares; 2025Q4: 77,531 shares; 2026Q1: 81,559 shares 81,559 $941K 0.01% +4,028 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,509 shares; 2025Q1: 4,656 shares; 2025Q2: 4,600 shares; 2025Q3: 4,544 shares; 2025Q4: 1,475 shares; 2026Q1: 1,891 shares 1,891 $937K 0.01% +416 Timeline FJAN 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: 10,981 shares; 2025Q3: 10,953 shares; 2025Q4: 5,507 shares; 2026Q1: 18,579 shares 18,579 $937K 0.01% +13,072 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,815 shares; 2025Q3: 32,775 shares; 2025Q4: 41,291 shares; 2026Q1: 16,114 shares 16,114 $934K 0.01% -25,177 Timeline USEP 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: 7,240 shares; 2025Q1: 21,849 shares; 2025Q2: 6,294 shares; 2025Q3: 17,017 shares; 2025Q4: 23,685 shares; 2026Q1: 23,698 shares 23,698 $916K 0.01% +13 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,379 shares; 2025Q2: 1,073 shares; 2025Q3: 1,002 shares; 2025Q4: 987 shares; 2026Q1: 950 shares 950 $914K 0.01% -37 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,037 shares; 2025Q1: 2,127 shares; 2025Q2: 4,517 shares; 2025Q3: 4,219 shares; 2025Q4: 4,962 shares; 2026Q1: 5,001 shares 5,001 $912K 0.01% +39 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: 6,922 shares; 2024Q4: 6,554 shares; 2025Q1: 5,168 shares; 2025Q2: 5,151 shares; 2025Q3: 35,429 shares; 2025Q4: 24,330 shares; 2026Q1: 18,155 shares 18,155 $910K 0.01% -6,175 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,000 shares; 2025Q2: 17,500 shares; 2025Q3: 17,000 shares; 2025Q4: 80,500 shares; 2026Q1: 99,350 shares 99,350 $898K 0.01% +18,850 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 2,800 shares; 2025Q1: 2,571 shares; 2025Q2: 1,657 shares; 2025Q3: 3,259 shares; 2025Q4: 3,366 shares; 2026Q1: 2,970 shares 2,970 $898K 0.01% -396 Timeline BLOK 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: not reported; 2025Q3: 89,335 shares; 2025Q4: 55,001 shares; 2026Q1: 17,998 shares 17,998 $897K 0.01% -37,003 Timeline QQEW 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: 12,561 shares; 2024Q4: 12,260 shares; 2025Q1: 8,170 shares; 2025Q2: 7,813 shares; 2025Q3: 7,280 shares; 2025Q4: 6,774 shares; 2026Q1: 7,058 shares 7,058 $896K 0.01% +284 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 16,534 shares; 2025Q1: 17,435 shares; 2025Q2: 14,693 shares; 2025Q3: 18,761 shares; 2025Q4: 19,596 shares; 2026Q1: 13,947 shares 13,947 $892K 0.01% -5,649 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,878 shares 3,878 $886K 0.01% new 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: not reported; 2025Q2: 5,533 shares; 2025Q3: 15,298 shares; 2025Q4: 22,065 shares; 2026Q1: 22,268 shares 22,268 $885K 0.01% +203 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,122 shares; 2025Q3: 41,846 shares; 2025Q4: 40,126 shares; 2026Q1: 47,758 shares 47,758 $878K 0.01% +7,632 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,047 shares; 2024Q4: 22,466 shares; 2025Q1: 230,626 shares; 2025Q2: 13,141 shares; 2025Q3: 9,870 shares; 2025Q4: 10,511 shares; 2026Q1: 11,662 shares 11,662 $877K 0.01% +1,151 Timeline FTGS 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: 42,243 shares; 2025Q1: 28,153 shares; 2025Q2: 26,218 shares; 2025Q3: 26,025 shares; 2025Q4: 25,698 shares; 2026Q1: 25,455 shares 25,455 $867K 0.01% -243 Timeline UJUN 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: 10,854 shares; 2025Q4: 22,665 shares; 2026Q1: 22,985 shares 22,985 $856K 0.01% +320 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,577 shares; 2025Q1: 13,874 shares; 2025Q2: 5,779 shares; 2025Q3: 12,597 shares; 2025Q4: not reported; 2026Q1: 17,110 shares 17,110 $855K 0.01% new Timeline SPTM 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: 6,142 shares; 2024Q4: 5,747 shares; 2025Q1: 5,251 shares; 2025Q2: 6,538 shares; 2025Q3: 8,795 shares; 2025Q4: 7,649 shares; 2026Q1: 10,768 shares 10,768 $851K 0.01% +3,119 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,538 shares; 2024Q4: 40,494 shares; 2025Q1: 32,785 shares; 2025Q2: 29,161 shares; 2025Q3: 28,674 shares; 2025Q4: 87,650 shares; 2026Q1: 49,122 shares 49,122 $851K 0.01% -38,528 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 697 shares; 2026Q1: 1,167 shares 1,167 $849K 0.01% +470 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 37,432 shares; 2025Q1: 22,917 shares; 2025Q2: 5,626 shares; 2025Q3: 6,219 shares; 2025Q4: 5,418 shares; 2026Q1: 5,848 shares 5,848 $849K 0.01% +430 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 14,883 shares; 2025Q3: 15,437 shares; 2025Q4: 18,564 shares; 2026Q1: 18,228 shares 18,228 $847K 0.01% -336 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,747 shares; 2024Q4: 22,993 shares; 2025Q1: 25,554 shares; 2025Q2: 26,315 shares; 2025Q3: 22,513 shares; 2025Q4: 22,440 shares; 2026Q1: 21,416 shares 21,416 $838K 0.01% -1,024 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 5,567 shares; 2025Q3: 8,767 shares; 2025Q4: 8,852 shares; 2026Q1: 8,754 shares 8,754 $838K 0.01% -98 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 14,743 shares; 2025Q1: 15,336 shares; 2025Q2: 15,350 shares; 2025Q3: 16,283 shares; 2025Q4: 17,567 shares; 2026Q1: 17,470 shares 17,470 $838K 0.01% -97 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,980 shares; 2025Q3: 14,819 shares; 2025Q4: 14,877 shares; 2026Q1: 14,817 shares 14,817 $835K 0.01% -60 Timeline UNOV 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: 11,675 shares; 2025Q4: 22,025 shares; 2026Q1: 22,388 shares 22,388 $834K 0.01% +363 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,988 shares; 2025Q1: 4,049 shares; 2025Q2: 5,940 shares; 2025Q3: 5,885 shares; 2025Q4: 3,570 shares; 2026Q1: 8,926 shares 8,926 $830K 0.01% +5,356 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,776 shares; 2026Q1: 36,586 shares 36,586 $829K 0.01% +20,810 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,043 shares; 2026Q1: 34,170 shares 34,170 $828K 0.01% +24,127 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: 16,678 shares; 2024Q4: 68,760 shares; 2025Q1: 10,045 shares; 2025Q2: 9,286 shares; 2025Q3: 8,253 shares; 2025Q4: 15,340 shares; 2026Q1: 15,957 shares 15,957 $828K 0.01% +617 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,473 shares; 2025Q1: 2,694 shares; 2025Q2: 3,118 shares; 2025Q3: 3,180 shares; 2025Q4: 2,983 shares; 2026Q1: 3,000 shares 3,000 $825K 0.01% +17 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,931 shares; 2025Q1: 3,256 shares; 2025Q2: 3,258 shares; 2025Q3: 7,179 shares; 2025Q4: 7,523 shares; 2026Q1: 7,507 shares 7,507 $825K 0.01% -16 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,267 shares 18,267 $823K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,340 shares 4,340 $816K 0.01% new Timeline DFAT 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: 5,037 shares; 2024Q4: 4,882 shares; 2025Q1: 4,847 shares; 2025Q2: 4,883 shares; 2025Q3: 7,961 shares; 2025Q4: 12,917 shares; 2026Q1: 13,036 shares 13,036 $814K 0.01% +119 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: not reported; 2024Q4: 28,008 shares; 2025Q1: 36,733 shares; 2025Q2: 45,069 shares; 2025Q3: 45,121 shares; 2025Q4: 36,471 shares; 2026Q1: 35,278 shares 35,278 $813K 0.01% -1,193 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,793 shares; 2025Q4: 5,362 shares; 2026Q1: 18,912 shares 18,912 $811K 0.01% +13,550 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 8,396 shares; 2025Q1: 9,204 shares; 2025Q2: 10,680 shares; 2025Q3: 8,737 shares; 2025Q4: 8,743 shares; 2026Q1: 8,322 shares 8,322 $809K 0.01% -421 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: not reported; 2025Q3: not reported; 2025Q4: 16,840 shares; 2026Q1: 16,763 shares 16,763 $809K 0.01% -77 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 10,381 shares; 2025Q1: 10,202 shares; 2025Q2: 11,042 shares; 2025Q3: 9,238 shares; 2025Q4: 6,925 shares; 2026Q1: 7,151 shares 7,151 $803K 0.01% +226 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,476 shares; 2025Q4: 25,478 shares; 2026Q1: 7,470 shares 7,470 $801K 0.01% -18,008 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,854 shares 44,854 $800K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,660 shares; 2025Q2: 2,218 shares; 2025Q3: 37,343 shares; 2025Q4: 21,011 shares; 2026Q1: 7,122 shares 7,122 $798K 0.01% -13,889 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,201 shares; 2025Q1: 22,749 shares; 2025Q2: 34,528 shares; 2025Q3: 31,150 shares; 2025Q4: 30,254 shares; 2026Q1: 26,320 shares 26,320 $789K 0.01% -3,934 Timeline XDSQ 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: 12,091 shares; 2025Q4: 22,454 shares; 2026Q1: 19,936 shares 19,936 $789K 0.01% -2,518 Timeline COM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,501 shares 23,501 $789K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,110 shares; 2024Q4: 32,357 shares; 2025Q1: 32,837 shares; 2025Q2: 33,051 shares; 2025Q3: 32,326 shares; 2025Q4: 36,352 shares; 2026Q1: 40,232 shares 40,232 $786K 0.01% +3,880 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 14,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,251 shares 8,251 $780K 0.01% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 7,275 shares; 2025Q3: 11,746 shares; 2025Q4: 15,634 shares; 2026Q1: 18,774 shares 18,774 $776K 0.01% +3,140 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,907 shares; 2025Q4: 4,232 shares; 2026Q1: 6,140 shares 6,140 $776K 0.01% +1,908 Timeline DIVB 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: 12,501 shares; 2025Q3: 19,393 shares; 2025Q4: 20,371 shares; 2026Q1: 14,364 shares 14,364 $775K 0.01% -6,007 Timeline UMAY 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: 13,058 shares; 2025Q4: 20,460 shares; 2026Q1: 20,783 shares 20,783 $765K 0.01% +323 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 11,650 shares; 2025Q1: 15,569 shares; 2025Q2: 18,165 shares; 2025Q3: 16,939 shares; 2025Q4: 17,165 shares; 2026Q1: 17,037 shares 17,037 $757K 0.01% -128 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,109 shares; 2025Q3: 6,843 shares; 2025Q4: 13,695 shares; 2026Q1: 16,701 shares 16,701 $757K 0.01% +3,006 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 6,645 shares; 2025Q3: 10,786 shares; 2025Q4: 13,455 shares; 2026Q1: 16,224 shares 16,224 $753K 0.01% +2,769 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,406 shares; 2025Q1: 1,534 shares; 2025Q2: 2,223 shares; 2025Q3: 1,978 shares; 2025Q4: 2,477 shares; 2026Q1: 3,624 shares 3,624 $753K 0.01% +1,147 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 70,384 shares; 2026Q1: 70,384 shares 70,384 $750K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 2,718 shares; 2025Q1: 2,792 shares; 2025Q2: 10,026 shares; 2025Q3: 5,384 shares; 2025Q4: 3,245 shares; 2026Q1: 3,568 shares 3,568 $749K 0.01% +323 Timeline SIL 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: 105,993 shares; 2025Q4: 133,178 shares; 2026Q1: 8,317 shares 8,317 $749K 0.01% -124,861 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 12,465 shares; 2025Q1: 518,849 shares; 2025Q2: 528,530 shares; 2025Q3: 804,624 shares; 2025Q4: 10,732 shares; 2026Q1: 9,349 shares 9,349 $748K 0.01% -1,383 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 15,379 shares; 2025Q1: 13,529 shares; 2025Q2: 14,647 shares; 2025Q3: 13,918 shares; 2025Q4: 14,214 shares; 2026Q1: 14,256 shares 14,256 $741K 0.01% +42 Timeline QPX 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: 18,262 shares; 2025Q4: 28,163 shares; 2026Q1: 17,480 shares 17,480 $740K 0.01% -10,683 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares; 2026Q1: 2,722 shares 2,722 $736K 0.01% -253 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,513 shares; 2025Q1: 1,100 shares; 2025Q2: 1,269 shares; 2025Q3: 1,231 shares; 2025Q4: 1,487 shares; 2026Q1: 1,494 shares 1,494 $735K 0.01% +7 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 198,739 shares; 2026Q1: 157,239 shares 157,239 $734K 0.01% -41,500 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 6,099 shares; 2025Q1: 6,592 shares; 2025Q2: 7,390 shares; 2025Q3: 6,871 shares; 2025Q4: 7,339 shares; 2026Q1: 7,507 shares 7,507 $733K 0.01% +168 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 5,990 shares; 2025Q4: 6,737 shares; 2026Q1: 7,364 shares 7,364 $729K 0.01% +627 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 7,023 shares; 2025Q3: 7,512 shares; 2025Q4: 8,883 shares; 2026Q1: 8,788 shares 8,788 $728K 0.01% -95 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 10,053 shares; 2025Q1: 10,002 shares; 2025Q2: 10,076 shares; 2025Q3: 9,595 shares; 2025Q4: 10,203 shares; 2026Q1: 10,184 shares 10,184 $726K 0.01% -19 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,393 shares; 2025Q3: 8,836 shares; 2025Q4: 8,825 shares; 2026Q1: 10,932 shares 10,932 $722K 0.01% +2,107 Timeline OILK 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: 13,332 shares 13,332 $721K 0.01% new Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 26,737 shares; 2025Q4: 43,699 shares; 2026Q1: 27,031 shares 27,031 $720K 0.01% -16,668 Timeline XDQQ 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: 11,645 shares; 2025Q4: 20,257 shares; 2026Q1: 19,377 shares 19,377 $717K 0.01% -880 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: 13,590 shares; 2024Q4: 12,515 shares; 2025Q1: 35,717 shares; 2025Q2: 25,170 shares; 2025Q3: 25,902 shares; 2025Q4: 33,595 shares; 2026Q1: 48,527 shares 48,527 $717K 0.01% +14,932 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,155 shares; 2025Q2: 3,491 shares; 2025Q3: 3,791 shares; 2025Q4: 4,774 shares; 2026Q1: 5,405 shares 5,405 $708K 0.01% +631 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,137 shares; 2024Q4: 5,176 shares; 2025Q1: 4,107 shares; 2025Q2: 3,499 shares; 2025Q3: 2,684 shares; 2025Q4: 2,843 shares; 2026Q1: 2,415 shares 2,415 $707K 0.01% -428 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,967 shares; 2025Q1: 2,162 shares; 2025Q2: 2,115 shares; 2025Q3: 2,163 shares; 2025Q4: 1,998 shares; 2026Q1: 2,144 shares 2,144 $705K 0.01% +146 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 11,238 shares 11,238 $704K 0.01% +5,602 Timeline FSEP 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: 9,067 shares; 2025Q3: 17,024 shares; 2025Q4: 18,554 shares; 2026Q1: 13,981 shares 13,981 $704K 0.01% -4,573 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 5,321 shares; 2025Q2: 5,548 shares; 2025Q3: 5,566 shares; 2025Q4: 4,904 shares; 2026Q1: 4,904 shares 4,904 $701K 0.01% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 7,522 shares; 2026Q1: 7,527 shares 7,527 $696K 0.01% +5 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: not reported; 2025Q2: not reported; 2025Q3: 11,302 shares; 2025Q4: 18,443 shares; 2026Q1: 19,107 shares 19,107 $694K 0.01% +664 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,180 shares; 2024Q4: 89,074 shares; 2025Q1: 8,013 shares; 2025Q2: 7,735 shares; 2025Q3: 5,434 shares; 2025Q4: 4,229 shares; 2026Q1: 4,504 shares 4,504 $688K 0.01% +275 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: 7,314 shares; 2025Q4: 8,730 shares; 2026Q1: 9,502 shares 9,502 $682K 0.01% +772 Timeline SPTL 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: 82,338 shares; 2024Q4: 41,399 shares; 2025Q1: 46,512 shares; 2025Q2: 69,710 shares; 2025Q3: 21,397 shares; 2025Q4: 20,126 shares; 2026Q1: 25,900 shares 25,900 $681K 0.01% +5,774 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,331 shares; 2025Q3: 3,045 shares; 2025Q4: 3,483 shares; 2026Q1: 4,914 shares 4,914 $680K 0.01% +1,431 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 11,537 shares; 2025Q1: 11,269 shares; 2025Q2: 16,149 shares; 2025Q3: 15,398 shares; 2025Q4: 12,757 shares; 2026Q1: 14,462 shares 14,462 $680K 0.01% +1,705 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 26,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,614 shares; 2025Q4: 12,882 shares; 2026Q1: 14,422 shares 14,422 $678K 0.01% +1,540 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 8,558 shares; 2025Q1: 7,592 shares; 2025Q2: 11,487 shares; 2025Q3: 12,975 shares; 2025Q4: 16,672 shares; 2026Q1: 16,969 shares 16,969 $670K 0.01% +297 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares; 2026Q1: 2,619 shares 2,619 $667K 0.01% +1,714 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 11,447 shares; 2025Q1: 11,535 shares; 2025Q2: 15,158 shares; 2025Q3: 16,414 shares; 2025Q4: 15,867 shares; 2026Q1: 18,072 shares 18,072 $662K 0.01% +2,205 Timeline EMXC 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: 598,711 shares; 2024Q4: 701,847 shares; 2025Q1: 705,636 shares; 2025Q2: 32,983 shares; 2025Q3: 12,732 shares; 2025Q4: 8,610 shares; 2026Q1: 8,408 shares 8,408 $661K 0.01% -202 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $659K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,878 shares; 2025Q3: 23,268 shares; 2025Q4: 40,224 shares; 2026Q1: 59,420 shares 59,420 $657K 0.01% +19,196 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,407 shares; 2025Q1: 20,229 shares; 2025Q2: 2,068 shares; 2025Q3: 2,239 shares; 2025Q4: 4,127 shares; 2026Q1: 4,515 shares 4,515 $655K 0.01% +388 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,084 shares; 2025Q1: 2,155 shares; 2025Q2: 2,304 shares; 2025Q3: 2,115 shares; 2025Q4: 1,966 shares; 2026Q1: 1,883 shares 1,883 $650K 0.01% -83 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,416 shares; 2025Q1: 2,907 shares; 2025Q2: 2,928 shares; 2025Q3: 4,508 shares; 2025Q4: 4,358 shares; 2026Q1: 4,695 shares 4,695 $644K 0.01% +337 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 11,717 shares; 2025Q1: 10,650 shares; 2025Q2: 11,664 shares; 2025Q3: 10,025 shares; 2025Q4: 10,250 shares; 2026Q1: 11,660 shares 11,660 $644K 0.01% +1,410 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 716 shares; 2025Q1: 817 shares; 2025Q2: 837 shares; 2025Q3: 946 shares; 2025Q4: 852 shares; 2026Q1: 879 shares 879 $640K 0.01% +27 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,033 shares; 2026Q1: 25,250 shares 25,250 $640K 0.01% +17,217 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,180 shares; 2025Q4: 82,834 shares; 2026Q1: 26,674 shares 26,674 $637K 0.01% -56,160 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,935 shares 23,935 $633K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,321 shares; 2025Q1: 2,284 shares; 2025Q2: 2,403 shares; 2025Q3: 2,265 shares; 2025Q4: 3,287 shares; 2026Q1: 3,326 shares 3,326 $631K 0.01% +39 Timeline XMAY 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: 20,285 shares; 2024Q4: 19,452 shares; 2025Q1: 19,119 shares; 2025Q2: 20,179 shares; 2025Q3: 18,204 shares; 2025Q4: 18,087 shares; 2026Q1: 18,032 shares 18,032 $630K 0.01% -55 Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 269,750 shares 269,750 $626K 0.01% new Timeline MAXJ 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: 15,538 shares; 2025Q4: 25,417 shares; 2026Q1: 22,185 shares 22,185 $625K 0.01% -3,232 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 2,619 shares 2,619 $624K 0.01% +1,479 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 40,448 shares; 2025Q1: 38,967 shares; 2025Q2: 26,447 shares; 2025Q3: 35,570 shares; 2025Q4: 38,173 shares; 2026Q1: 36,540 shares 36,540 $624K 0.01% -1,633 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,441 shares; 2026Q1: 4,237 shares 4,237 $619K 0.01% +2,796 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,007 shares; 2025Q1: 96,509 shares; 2025Q2: 101,637 shares; 2025Q3: 57,375 shares; 2025Q4: 2,997 shares; 2026Q1: 2,751 shares 2,751 $618K 0.01% -246 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 14,834 shares; 2025Q1: 13,010 shares; 2025Q2: 13,010 shares; 2025Q3: 13,015 shares; 2025Q4: 13,026 shares; 2026Q1: 13,015 shares 13,015 $616K 0.01% -11 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,313 shares; 2025Q1: 3,837 shares; 2025Q2: 2,358 shares; 2025Q3: 2,452 shares; 2025Q4: not reported; 2026Q1: 2,656 shares 2,656 $613K 0.01% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 8,172 shares; 2025Q4: 8,244 shares; 2026Q1: 13,885 shares 13,885 $612K 0.01% +5,641 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,005 shares; 2025Q1: 1,010 shares; 2025Q2: 1,040 shares; 2025Q3: 1,181 shares; 2025Q4: 2,166 shares; 2026Q1: 1,714 shares 1,714 $611K 0.01% -452 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: 6,559 shares; 2024Q4: 6,649 shares; 2025Q1: 6,756 shares; 2025Q2: 6,679 shares; 2025Q3: 6,846 shares; 2025Q4: 8,910 shares; 2026Q1: 7,894 shares 7,894 $609K 0.01% -1,016 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,988 shares; 2024Q4: 16,753 shares; 2025Q1: 3,246 shares; 2025Q2: 3,649 shares; 2025Q3: 1,476 shares; 2025Q4: 4,175 shares; 2026Q1: 4,006 shares 4,006 $607K 0.01% -169 Timeline IBDR 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: 24,947 shares 24,947 $605K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 10,747 shares; 2025Q1: 11,293 shares; 2025Q2: 11,079 shares; 2025Q3: 14,521 shares; 2025Q4: 11,631 shares; 2026Q1: 9,288 shares 9,288 $604K 0.01% -2,343 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,620 shares; 2025Q4: 4,046 shares; 2026Q1: 5,568 shares 5,568 $603K 0.01% +1,522 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 6,830 shares; 2025Q1: 16,428 shares; 2025Q2: 25,364 shares; 2025Q3: 14,481 shares; 2025Q4: 13,663 shares; 2026Q1: 12,279 shares 12,279 $602K 0.01% -1,384 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 5,784 shares; 2025Q1: 4,422 shares; 2025Q2: 4,191 shares; 2025Q3: 4,166 shares; 2025Q4: 3,751 shares; 2026Q1: 4,206 shares 4,206 $595K 0.01% +455 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,763 shares; 2025Q1: 10,741 shares; 2025Q2: 15,037 shares; 2025Q3: 8,705 shares; 2025Q4: 9,884 shares; 2026Q1: 9,564 shares 9,564 $591K 0.01% -320 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: 4,637 shares; 2024Q4: 4,395 shares; 2025Q1: 4,456 shares; 2025Q2: 3,227 shares; 2025Q3: 5,371 shares; 2025Q4: 3,080 shares; 2026Q1: 4,869 shares 4,869 $590K 0.01% +1,789 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 32,246 shares; 2025Q1: 32,798 shares; 2025Q2: 32,982 shares; 2025Q3: 32,225 shares; 2025Q4: 30,681 shares; 2026Q1: 29,948 shares 29,948 $588K 0.01% -733 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,576 shares; 2025Q1: 2,582 shares; 2025Q2: 2,165 shares; 2025Q3: 2,241 shares; 2025Q4: 2,391 shares; 2026Q1: 2,392 shares 2,392 $586K 0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,660 shares; 2025Q1: not reported; 2025Q2: 19,646 shares; 2025Q3: 18,964 shares; 2025Q4: 23,868 shares; 2026Q1: 24,352 shares 24,352 $580K 0.01% +484 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,651 shares; 2025Q1: 1,037 shares; 2025Q2: 1,279 shares; 2025Q3: 1,581 shares; 2025Q4: 1,577 shares; 2026Q1: 1,772 shares 1,772 $578K 0.01% +195 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 16,033 shares; 2025Q1: 14,657 shares; 2025Q2: 20,571 shares; 2025Q3: 17,090 shares; 2025Q4: 24,016 shares; 2026Q1: 13,722 shares 13,722 $572K 0.01% -10,294 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,803 shares; 2024Q4: 29,164 shares; 2025Q1: 30,083 shares; 2025Q2: 66,371 shares; 2025Q3: 29,382 shares; 2025Q4: 27,893 shares; 2026Q1: 27,975 shares 27,975 $571K 0.01% +82 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,894 shares; 2024Q4: 68,244 shares; 2025Q1: 2,064 shares; 2025Q2: 2,316 shares; 2025Q3: 2,106 shares; 2025Q4: 1,766 shares; 2026Q1: 2,877 shares 2,877 $570K 0.01% +1,111 Timeline QMMY 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: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: 16,360 shares; 2025Q2: 26,572 shares; 2025Q3: 24,011 shares; 2025Q4: 23,738 shares; 2026Q1: 22,942 shares 22,942 $570K 0.01% -796 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,645 shares; 2025Q1: 12,941 shares; 2025Q2: 1,806 shares; 2025Q3: 2,125 shares; 2025Q4: 2,289 shares; 2026Q1: 2,617 shares 2,617 $569K 0.01% +328 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: 87,628 shares; 2025Q4: 22,996 shares; 2026Q1: 12,602 shares 12,602 $565K 0.01% -10,394 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 5,052 shares; 2025Q1: 2,477 shares; 2025Q2: 4,607 shares; 2025Q3: 6,595 shares; 2025Q4: 5,011 shares; 2026Q1: 5,148 shares 5,148 $565K 0.01% +137 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,095 shares; 2024Q4: 16,989 shares; 2025Q1: 10,803 shares; 2025Q2: 2,561 shares; 2025Q3: 2,272 shares; 2025Q4: 2,487 shares; 2026Q1: 2,082 shares 2,082 $564K 0.01% -405 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,468 shares; 2024Q4: 11,200 shares; 2025Q1: 11,298 shares; 2025Q2: 11,683 shares; 2025Q3: 11,774 shares; 2025Q4: 17,712 shares; 2026Q1: 17,825 shares 17,825 $563K 0.01% +113 Timeline IJS 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: 26,761 shares; 2025Q3: 26,161 shares; 2025Q4: 23,913 shares; 2026Q1: 4,752 shares 4,752 $563K 0.01% -19,161 Timeline BNOV 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: 10,527 shares; 2025Q1: 10,599 shares; 2025Q2: 8,698 shares; 2025Q3: 6,571 shares; 2025Q4: 13,114 shares; 2026Q1: 13,065 shares 13,065 $562K 0.01% -49 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,977 shares; 2025Q1: 7,548 shares; 2025Q2: 7,665 shares; 2025Q3: 3,621 shares; 2025Q4: 3,636 shares; 2026Q1: 5,782 shares 5,782 $558K 0.01% +2,146 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 5,395 shares; 2025Q1: 4,367 shares; 2025Q2: 4,896 shares; 2025Q3: 5,090 shares; 2025Q4: 4,866 shares; 2026Q1: 5,565 shares 5,565 $557K 0.01% +699 Timeline VONV 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: 2,658 shares; 2025Q3: 3,174 shares; 2025Q4: 6,172 shares; 2026Q1: 5,946 shares 5,946 $557K 0.01% -226 Timeline FOCT 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: 8,310 shares; 2025Q3: 6,598 shares; 2025Q4: 10,919 shares; 2026Q1: 11,603 shares 11,603 $553K 0.01% +684 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 391 shares; 2025Q1: 286 shares; 2025Q2: 213 shares; 2025Q3: 177 shares; 2025Q4: 147 shares; 2026Q1: 131 shares 131 $552K 0.01% -16 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,977 shares; 2025Q1: 2,074 shares; 2025Q2: 2,084 shares; 2025Q3: 1,768 shares; 2025Q4: 1,732 shares; 2026Q1: 1,718 shares 1,718 $551K 0.01% -14 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,658 shares; 2025Q1: 31,681 shares; 2025Q2: 31,805 shares; 2025Q3: 30,909 shares; 2025Q4: 29,256 shares; 2026Q1: 29,428 shares 29,428 $549K 0.01% +172 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: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,694 shares; 2025Q4: 3,105 shares; 2026Q1: 4,030 shares 4,030 $546K 0.01% +925 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 7,599 shares; 2025Q1: 7,034 shares; 2025Q2: 7,323 shares; 2025Q3: 10,168 shares; 2025Q4: 9,646 shares; 2026Q1: 7,449 shares 7,449 $545K 0.01% -2,197 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,160 shares; 2025Q1: 36,103 shares; 2025Q2: 40,610 shares; 2025Q3: 2,715 shares; 2025Q4: 1,021 shares; 2026Q1: 1,178 shares 1,178 $543K 0.01% +157 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,624 shares; 2025Q4: 15,465 shares; 2026Q1: 20,722 shares 20,722 $543K 0.01% +5,257 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,557 shares; 2025Q1: 2,523 shares; 2025Q2: 2,698 shares; 2025Q3: 2,614 shares; 2025Q4: 1,657 shares; 2026Q1: 1,704 shares 1,704 $542K 0.01% +47 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,580 shares; 2025Q4: 32,603 shares; 2026Q1: 27,288 shares 27,288 $540K 0.01% -5,315 Timeline BAUG 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: 17,608 shares; 2024Q4: 12,767 shares; 2025Q1: 12,898 shares; 2025Q2: 10,574 shares; 2025Q3: 18,309 shares; 2025Q4: 17,409 shares; 2026Q1: 11,030 shares 11,030 $539K 0.01% -6,379 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 8,773 shares; 2025Q1: 9,608 shares; 2025Q2: 12,413 shares; 2025Q3: 11,439 shares; 2025Q4: 10,487 shares; 2026Q1: 12,861 shares 12,861 $538K 0.01% +2,374 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 3,807 shares; 2025Q1: 3,590 shares; 2025Q2: 3,438 shares; 2025Q3: 3,343 shares; 2025Q4: 3,183 shares; 2026Q1: 3,411 shares 3,411 $536K 0.01% +228 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,977 shares 31,977 $535K 0.01% new Timeline KJAN 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: 10,560 shares; 2024Q4: 10,938 shares; 2025Q1: 12,924 shares; 2025Q2: 13,424 shares; 2025Q3: 13,250 shares; 2025Q4: 12,654 shares; 2026Q1: 12,802 shares 12,802 $534K 0.01% +148 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,610 shares 8,610 $533K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,051 shares; 2024Q4: 49,958 shares; 2025Q1: 54,182 shares; 2025Q2: 60,363 shares; 2025Q3: 64,928 shares; 2025Q4: 77,381 shares; 2026Q1: 5,020 shares 5,020 $532K 0.01% -72,361 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,924 shares 3,924 $532K 0.01% new Timeline KAUG 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: 15,195 shares; 2025Q1: 18,239 shares; 2025Q2: 18,975 shares; 2025Q3: 19,243 shares; 2025Q4: 20,431 shares; 2026Q1: 19,707 shares 19,707 $528K 0.01% -724 Timeline FAPR 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: 13,841 shares; 2025Q3: 13,218 shares; 2025Q4: 11,757 shares; 2026Q1: 11,753 shares 11,753 $528K 0.01% -4 Timeline FXL 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: 2,444 shares; 2025Q3: 3,381 shares; 2025Q4: 3,399 shares; 2026Q1: 3,320 shares 3,320 $527K 0.01% -79 Timeline HYTI 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: 26,692 shares; 2026Q1: 27,375 shares 27,375 $527K 0.01% +683 Timeline EEM 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: 12,182 shares; 2024Q4: 12,052 shares; 2025Q1: 11,724 shares; 2025Q2: 21,269 shares; 2025Q3: 23,782 shares; 2025Q4: 20,105 shares; 2026Q1: 9,279 shares 9,279 $527K 0.01% -10,826 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 8,174 shares; 2025Q1: 5,007 shares; 2025Q2: 5,074 shares; 2025Q3: 10,620 shares; 2025Q4: 20,257 shares; 2026Q1: 10,451 shares 10,451 $526K 0.01% -9,806 Timeline DFAS 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: 33,374 shares; 2024Q4: 39,109 shares; 2025Q1: 51,120 shares; 2025Q2: 66,399 shares; 2025Q3: 7,606 shares; 2025Q4: 7,746 shares; 2026Q1: 7,355 shares 7,355 $523K 0.01% -391 Timeline QCJL 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: 29,592 shares; 2024Q4: 29,392 shares; 2025Q1: 28,440 shares; 2025Q2: 21,615 shares; 2025Q3: 21,615 shares; 2025Q4: 21,615 shares; 2026Q1: 22,314 shares 22,314 $522K 0.01% +699 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,294 shares; 2025Q4: 19,377 shares; 2026Q1: 17,200 shares 17,200 $522K 0.01% -2,177 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,349 shares; 2025Q1: 1,322 shares; 2025Q2: 1,372 shares; 2025Q3: 1,399 shares; 2025Q4: 1,307 shares; 2026Q1: 1,312 shares 1,312 $520K 0.01% +5 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,490 shares; 2026Q1: 32,250 shares 32,250 $520K 0.01% -54,240 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 844 shares; 2025Q1: 993 shares; 2025Q2: 1,002 shares; 2025Q3: 864 shares; 2025Q4: 847 shares; 2026Q1: 1,164 shares 1,164 $520K 0.01% +317 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,232 shares; 2025Q1: 3,300 shares; 2025Q2: 3,532 shares; 2025Q3: 3,640 shares; 2025Q4: 3,828 shares; 2026Q1: 4,496 shares 4,496 $519K 0.01% +668 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,047 shares; 2024Q4: 4,987 shares; 2025Q1: 15,482 shares; 2025Q2: 15,867 shares; 2025Q3: 14,135 shares; 2025Q4: 4,943 shares; 2026Q1: 5,852 shares 5,852 $519K 0.01% +909 Timeline DDFS 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: 24,151 shares; 2026Q1: 24,558 shares 24,558 $519K 0.01% +407 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: 5,852 shares; 2024Q4: 133,530 shares; 2025Q1: 140,873 shares; 2025Q2: 83,255 shares; 2025Q3: 6,366 shares; 2025Q4: 5,024 shares; 2026Q1: 5,347 shares 5,347 $513K 0.01% +323 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $512K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,562 shares 24,562 $510K 0.01% new Timeline NUGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,705 shares 2,705 $509K 0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 1,628 shares; 2026Q1: 1,955 shares 1,955 $503K 0.01% +327 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: 9,550 shares; 2024Q4: 8,456 shares; 2025Q1: 8,024 shares; 2025Q2: 7,373 shares; 2025Q3: 8,802 shares; 2025Q4: 8,707 shares; 2026Q1: 7,381 shares 7,381 $499K 0.01% -1,326 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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: 98,000 shares 98,000 $499K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,402 shares; 2025Q1: 2,723 shares; 2025Q2: 2,466 shares; 2025Q3: 2,225 shares; 2025Q4: 1,723 shares; 2026Q1: 1,712 shares 1,712 $497K 0.01% -11 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,970 shares; 2024Q4: 93,319 shares; 2025Q1: 73,176 shares; 2025Q2: 56,937 shares; 2025Q3: 36,115 shares; 2025Q4: 29,018 shares; 2026Q1: 21,948 shares 21,948 $496K 0.01% -7,070 Timeline LGOV 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: not reported; 2026Q1: 22,886 shares 22,886 $494K 0.01% new Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 8,900 shares; 2026Q1: 15,726 shares 15,726 $493K 0.01% +6,826 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,728 shares; 2025Q3: 16,522 shares; 2025Q4: 8,985 shares; 2026Q1: 17,071 shares 17,071 $492K 0.01% +8,086 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: 22,468 shares; 2024Q4: 18,865 shares; 2025Q1: 11,667 shares; 2025Q2: 13,175 shares; 2025Q3: 11,600 shares; 2025Q4: 10,890 shares; 2026Q1: 9,602 shares 9,602 $492K 0.01% -1,288 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 2,079 shares 2,079 $491K 0.01% -1,205 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 4,885 shares; 2025Q1: 4,474 shares; 2025Q2: 4,270 shares; 2025Q3: 8,728 shares; 2025Q4: 13,955 shares; 2026Q1: 9,725 shares 9,725 $489K 0.01% -4,230 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 510 shares; 2025Q1: 658 shares; 2025Q2: 914 shares; 2025Q3: 860 shares; 2025Q4: 897 shares; 2026Q1: 871 shares 871 $489K 0.01% -26 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 386 shares; 2025Q1: 395 shares; 2025Q2: 6,329 shares; 2025Q3: 5,888 shares; 2025Q4: 5,137 shares; 2026Q1: 5,231 shares 5,231 $483K 0.01% +94 Timeline SAUG 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: 18,965 shares; 2024Q4: 19,686 shares; 2025Q1: 18,549 shares; 2025Q2: 18,549 shares; 2025Q3: 18,549 shares; 2025Q4: 18,719 shares; 2026Q1: 18,549 shares 18,549 $478K 0.01% -170 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 5,939 shares 5,939 $476K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 233 shares; 2025Q2: 2,259 shares; 2025Q3: 2,309 shares; 2025Q4: 2,406 shares; 2026Q1: 2,474 shares 2,474 $474K 0.01% +68 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 4,352 shares; 2025Q1: 3,013 shares; 2025Q2: 2,263 shares; 2025Q3: 1,937 shares; 2025Q4: 1,484 shares; 2026Q1: 1,506 shares 1,506 $473K 0.01% +22 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,202 shares; 2025Q4: 3,182 shares; 2026Q1: 5,544 shares 5,544 $471K 0.01% +2,362 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 5,314 shares; 2025Q1: 5,110 shares; 2025Q2: 5,269 shares; 2025Q3: 6,970 shares; 2025Q4: 11,108 shares; 2026Q1: 8,870 shares 8,870 $469K 0.01% -2,238 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,597 shares; 2025Q1: 5,644 shares; 2025Q2: 2,992 shares; 2025Q3: 3,149 shares; 2025Q4: 3,129 shares; 2026Q1: 3,196 shares 3,196 $467K 0.01% +67 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,331 shares; 2025Q2: 17,177 shares; 2025Q3: 27,030 shares; 2025Q4: 22,161 shares; 2026Q1: 13,170 shares 13,170 $467K 0.01% -8,991 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 21,319 shares; 2026Q1: 23,449 shares 23,449 $466K 0.01% +2,130 Timeline SPXL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares 2,517 $465K 0.01% new 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: 11,980 shares; 2025Q4: 13,467 shares; 2026Q1: 11,142 shares 11,142 $465K 0.01% -2,325 Timeline VCSH 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: 4,255 shares; 2024Q4: 11,032 shares; 2025Q1: 13,657 shares; 2025Q2: 4,594 shares; 2025Q3: 5,450 shares; 2025Q4: 4,675 shares; 2026Q1: 5,835 shares 5,835 $463K 0.01% +1,160 Timeline FSMD 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: 5,032 shares; 2025Q1: 19,412 shares; 2025Q2: 30,272 shares; 2025Q3: 34,172 shares; 2025Q4: 37,210 shares; 2026Q1: 10,245 shares 10,245 $458K 0.01% -26,965 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,491 shares; 2025Q1: 2,875 shares; 2025Q2: 4,982 shares; 2025Q3: 6,357 shares; 2025Q4: 4,957 shares; 2026Q1: 5,347 shares 5,347 $456K 0.01% +390 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 608 shares; 2025Q1: 738 shares; 2025Q2: 819 shares; 2025Q3: 1,143 shares; 2025Q4: 1,221 shares; 2026Q1: 1,071 shares 1,071 $455K 0.01% -150 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 4,136 shares; 2025Q1: 4,245 shares; 2025Q2: 4,303 shares; 2025Q3: 4,447 shares; 2025Q4: 4,732 shares; 2026Q1: 5,543 shares 5,543 $453K 0.01% +811 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,328 shares 20,328 $453K 0.01% new Timeline ARQQW ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933,000 shares; 2025Q1: 2,772,064 shares; 2025Q2: 4,145,532 shares; 2025Q3: 4,059,489 shares; 2025Q4: 3,038,621 shares; 2026Q1: 3,038,621 shares 3,038,621 $450K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares; 2026Q1: 4,588 shares 4,588 $442K 0.01% +2,500 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,010 shares; 2025Q2: 6,886 shares; 2025Q3: 7,014 shares; 2025Q4: 4,184 shares; 2026Q1: 4,298 shares 4,298 $442K 0.01% +114 Timeline FNDF 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: 7,119 shares; 2025Q4: 8,764 shares; 2026Q1: 8,930 shares 8,930 $437K 0.01% +166 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,927 shares; 2025Q3: 5,612 shares; 2025Q4: 7,924 shares; 2026Q1: 9,402 shares 9,402 $436K 0.01% +1,478 Timeline IDEV 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: 7,121 shares; 2024Q4: 5,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares 5,221 $436K 0.01% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,963 shares; 2026Q1: 2,930 shares 2,930 $435K 0.01% -33 Timeline ILDR 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: 7,005 shares; 2025Q3: 10,918 shares; 2025Q4: 12,591 shares; 2026Q1: 14,591 shares 14,591 $435K 0.01% +2,000 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,445 shares; 2026Q1: 3,461 shares 3,461 $433K 0.01% +16 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,412 shares; 2025Q2: 4,419 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares; 2026Q1: 4,557 shares 4,557 $433K 0.01% +145 Timeline BSEP 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: 4,783 shares; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 9,440 shares; 2025Q4: 9,152 shares; 2026Q1: 8,987 shares 8,987 $432K 0.01% -165 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384,758 shares; 2025Q2: 401,827 shares; 2025Q3: 15,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,396 shares 2,396 $431K 0.01% -293 Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 243,000 shares 243,000 $429K 0.01% new Timeline AJUL 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: 9,645 shares; 2024Q4: 15,065 shares; 2025Q1: 12,688 shares; 2025Q2: 26,505 shares; 2025Q3: 15,334 shares; 2025Q4: 15,313 shares; 2026Q1: 14,761 shares 14,761 $428K 0.01% -552 Timeline IBTH 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: 11,462 shares; 2026Q1: 19,037 shares 19,037 $427K 0.01% +7,575 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,659 shares; 2025Q1: 8,045 shares; 2025Q2: 8,094 shares; 2025Q3: 6,897 shares; 2025Q4: 6,052 shares; 2026Q1: 8,014 shares 8,014 $426K 0.01% +1,962 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: not reported; 2024Q4: not reported; 2025Q1: 484,931 shares; 2025Q2: 505,496 shares; 2025Q3: 385,817 shares; 2025Q4: 5,757 shares; 2026Q1: 5,122 shares 5,122 $424K 0.01% -635 Timeline IGSB 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: 4,769 shares; 2024Q4: 5,118 shares; 2025Q1: 4,134 shares; 2025Q2: 4,431 shares; 2025Q3: 4,642 shares; 2025Q4: 5,683 shares; 2026Q1: 8,069 shares 8,069 $424K 0.01% +2,386 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 34,060 shares; 2025Q3: 23,772 shares; 2025Q4: 15,178 shares; 2026Q1: 38,788 shares 38,788 $420K 0.01% +23,610 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 946 shares 946 $420K 0.01% +509 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,677 shares; 2026Q1: 19,487 shares 19,487 $418K 0.01% +1,810 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,263 shares; 2024Q4: 19,884 shares; 2025Q1: 17,827 shares; 2025Q2: 17,056 shares; 2025Q3: 17,049 shares; 2025Q4: 14,900 shares; 2026Q1: 14,474 shares 14,474 $417K 0.01% -426 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,159 shares 1,159 $416K 0.01% -8 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 13,185 shares; 2025Q1: 12,532 shares; 2025Q2: 12,475 shares; 2025Q3: 8,997 shares; 2025Q4: 8,961 shares; 2026Q1: 5,319 shares 5,319 $416K 0.01% -3,642 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,322 shares; 2025Q2: 77,743 shares; 2025Q3: 58,940 shares; 2025Q4: 1,228 shares; 2026Q1: 1,157 shares 1,157 $416K 0.01% -71 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 7,213 shares; 2025Q1: 7,648 shares; 2025Q2: 7,844 shares; 2025Q3: 6,744 shares; 2025Q4: 4,260 shares; 2026Q1: 6,234 shares 6,234 $414K 0.01% +1,974 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares; 2026Q1: 2,441 shares 2,441 $414K 0.01% -19 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,107 shares; 2025Q1: 1,145 shares; 2025Q2: 1,250 shares; 2025Q3: 921 shares; 2025Q4: 859 shares; 2026Q1: 953 shares 953 $414K 0.01% +94 Timeline DFNM 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: 8,098 shares; 2025Q4: 11,786 shares; 2026Q1: 8,577 shares 8,577 $411K 0.01% -3,209 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,015 shares; 2024Q4: 84,704 shares; 2025Q1: 85,203 shares; 2025Q2: 10,162 shares; 2025Q3: 96,161 shares; 2025Q4: 119,894 shares; 2026Q1: 33,247 shares 33,247 $411K 0.01% -86,647 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 2,371 shares; 2025Q2: 2,420 shares; 2025Q3: 2,759 shares; 2025Q4: 2,535 shares; 2026Q1: 2,587 shares 2,587 $409K 0.01% +52 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,778 shares; 2025Q4: 11,702 shares; 2026Q1: 12,371 shares 12,371 $408K 0.01% +669 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,221 shares; 2025Q1: 8,900 shares; 2025Q2: 7,290 shares; 2025Q3: 12,642 shares; 2025Q4: 8,751 shares; 2026Q1: 10,590 shares 10,590 $407K 0.01% +1,839 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,744 shares; 2024Q4: 9,314 shares; 2025Q1: 8,068 shares; 2025Q2: 12,852 shares; 2025Q3: 9,734 shares; 2025Q4: 8,577 shares; 2026Q1: 8,636 shares 8,636 $407K 0.01% +59 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares 1,372 $407K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,333 shares; 2024Q4: 32,477 shares; 2025Q1: 153,612 shares; 2025Q2: 3,446 shares; 2025Q3: not reported; 2025Q4: 5,529 shares; 2026Q1: 5,560 shares 5,560 $407K 0.01% +31 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 10,684 shares; 2025Q1: 9,519 shares; 2025Q2: 27,481 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,041 shares 21,041 $404K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,264 shares; 2024Q4: 108,143 shares; 2025Q1: 11,350 shares; 2025Q2: 8,784 shares; 2025Q3: 7,780 shares; 2025Q4: 8,006 shares; 2026Q1: 8,993 shares 8,993 $404K 0.01% +987 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,563 shares 2,563 $403K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,931 shares 3,931 $402K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,879 shares; 2025Q4: 4,638 shares; 2026Q1: 4,878 shares 4,878 $402K <0.01% +240 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,162 shares; 2025Q1: 6,727 shares; 2025Q2: 8,007 shares; 2025Q3: 8,511 shares; 2025Q4: 7,524 shares; 2026Q1: 9,030 shares 9,030 $401K <0.01% +1,506 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,413 shares; 2025Q4: 11,685 shares; 2026Q1: 13,799 shares 13,799 $400K <0.01% +2,114 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,811 shares 14,811 $399K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA 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: 315 shares; 2025Q4: 255 shares; 2026Q1: 271 shares 271 $399K <0.01% +16 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 56,626 shares 56,626 $398K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,269 shares; 2025Q1: 38,583 shares; 2025Q2: 35,754 shares; 2025Q3: 26,747 shares; 2025Q4: 19,183 shares; 2026Q1: 17,432 shares 17,432 $397K <0.01% -1,751 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,177 shares; 2025Q1: 1,346 shares; 2025Q2: 1,871 shares; 2025Q3: 1,886 shares; 2025Q4: 1,917 shares; 2026Q1: 1,924 shares 1,924 $396K <0.01% +7 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,787 shares 5,787 $395K <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,904 shares; 2024Q4: 28,332 shares; 2025Q1: 29,023 shares; 2025Q2: 24,179 shares; 2025Q3: 22,822 shares; 2025Q4: 27,170 shares; 2026Q1: 25,206 shares 25,206 $394K <0.01% -1,964 Timeline XBAP 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: 7,070 shares; 2025Q4: 11,307 shares; 2026Q1: 10,040 shares 10,040 $393K <0.01% -1,267 Timeline HIMU 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: 16,550 shares; 2025Q2: 26,663 shares; 2025Q3: 61,558 shares; 2025Q4: 81,895 shares; 2026Q1: 8,189 shares 8,189 $393K <0.01% -73,706 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,951 shares; 2026Q1: 14,495 shares 14,495 $393K <0.01% +2,544 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: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 5,565 shares; 2026Q1: 9,368 shares 9,368 $389K <0.01% +3,803 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares; 2026Q1: 1,398 shares 1,398 $389K <0.01% +212 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,449 shares; 2026Q1: 6,799 shares 6,799 $388K <0.01% -4,650 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,164 shares 4,164 $388K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,166 shares; 2025Q3: 2,369 shares; 2025Q4: 3,069 shares; 2026Q1: 3,293 shares 3,293 $387K <0.01% +224 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: not reported; 2025Q2: 2,834 shares; 2025Q3: 3,008 shares; 2025Q4: 2,699 shares; 2026Q1: 2,947 shares 2,947 $386K <0.01% +248 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL 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: not reported; 2025Q4: not reported; 2026Q1: 15,381 shares 15,381 $386K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,565 shares; 2024Q4: 154,404 shares; 2025Q1: 9,774 shares; 2025Q2: 14,738 shares; 2025Q3: 16,662 shares; 2025Q4: 8,733 shares; 2026Q1: 10,498 shares 10,498 $386K <0.01% +1,765 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,998 shares; 2026Q1: 3,817 shares 3,817 $384K <0.01% +1,819 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,064 shares; 2025Q1: 4,214 shares; 2025Q2: 4,194 shares; 2025Q3: 2,144 shares; 2025Q4: 1,944 shares; 2026Q1: 2,202 shares 2,202 $382K <0.01% +258 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,424 shares; 2024Q4: 17,475 shares; 2025Q1: 21,700 shares; 2025Q2: 26,924 shares; 2025Q3: 28,111 shares; 2025Q4: 34,913 shares; 2026Q1: 24,052 shares 24,052 $382K <0.01% -10,861 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,671 shares 3,671 $380K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 4,899 shares; 2025Q1: 4,581 shares; 2025Q2: 4,432 shares; 2025Q3: 5,571 shares; 2025Q4: 3,898 shares; 2026Q1: 3,585 shares 3,585 $379K <0.01% -313 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 2,061 shares; 2025Q4: 2,030 shares; 2026Q1: 2,410 shares 2,410 $379K <0.01% +380 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,469 shares; 2025Q1: 1,584 shares; 2025Q2: 2,115 shares; 2025Q3: 1,732 shares; 2025Q4: 1,621 shares; 2026Q1: 1,452 shares 1,452 $378K <0.01% -169 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,294 shares; 2025Q1: 2,808 shares; 2025Q2: 3,241 shares; 2025Q3: 3,486 shares; 2025Q4: 3,229 shares; 2026Q1: 2,186 shares 2,186 $377K <0.01% -1,043 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 1,338 shares; 2026Q1: 1,417 shares 1,417 $377K <0.01% +79 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 4,790 shares; 2025Q1: 3,717 shares; 2025Q2: 3,474 shares; 2025Q3: 5,217 shares; 2025Q4: 6,071 shares; 2026Q1: 5,472 shares 5,472 $376K <0.01% -599 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,617 shares; 2026Q1: 30,079 shares 30,079 $376K <0.01% -4,538 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 28,024 shares; 2025Q1: 26,640 shares; 2025Q2: 26,170 shares; 2025Q3: 23,594 shares; 2025Q4: 26,299 shares; 2026Q1: 25,108 shares 25,108 $375K <0.01% -1,191 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 9,092 shares; 2025Q1: 17,831 shares; 2025Q2: 17,816 shares; 2025Q3: 17,850 shares; 2025Q4: 9,327 shares; 2026Q1: 9,286 shares 9,286 $374K <0.01% -41 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 2,462 shares; 2025Q4: 2,599 shares; 2026Q1: 2,409 shares 2,409 $374K <0.01% -190 Timeline WDIV 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: 5,967 shares; 2024Q4: 5,783 shares; 2025Q1: 4,948 shares; 2025Q2: 5,073 shares; 2025Q3: 4,997 shares; 2025Q4: 5,045 shares; 2026Q1: 4,832 shares 4,832 $373K <0.01% -213 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,631 shares; 2025Q3: 31,031 shares; 2025Q4: 21,851 shares; 2026Q1: 15,614 shares 15,614 $371K <0.01% -6,237 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,719 shares; 2025Q4: 145,568 shares; 2026Q1: 79,200 shares 79,200 $371K <0.01% -66,368 Timeline USOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $369K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 4,788 shares; 2025Q4: 6,184 shares; 2026Q1: 7,092 shares 7,092 $368K <0.01% +908 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,941 shares; 2025Q1: 4,890 shares; 2025Q2: 4,833 shares; 2025Q3: 4,192 shares; 2025Q4: 3,900 shares; 2026Q1: 4,886 shares 4,886 $368K <0.01% +986 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,599 shares; 2025Q3: 19,295 shares; 2025Q4: 19,058 shares; 2026Q1: 20,706 shares 20,706 $368K <0.01% +1,648 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 42,037 shares; 2025Q1: 8,975 shares; 2025Q2: 6,039 shares; 2025Q3: 7,256 shares; 2025Q4: 7,138 shares; 2026Q1: 4,011 shares 4,011 $367K <0.01% -3,127 Timeline IBHH 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: 15,572 shares 15,572 $365K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,126 shares 1,126 $362K <0.01% +3 Timeline CPRT COPART INC More: the full row for COPART 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: 9,596 shares; 2025Q4: 11,132 shares; 2026Q1: 10,900 shares 10,900 $362K <0.01% -232 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,652 shares; 2025Q3: 19,654 shares; 2025Q4: 21,201 shares; 2026Q1: 44,997 shares 44,997 $362K <0.01% +23,796 Timeline SCZ 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: 6,557 shares; 2024Q4: 5,823 shares; 2025Q1: 4,283 shares; 2025Q2: 4,268 shares; 2025Q3: 3,722 shares; 2025Q4: 4,664 shares; 2026Q1: 4,593 shares 4,593 $360K <0.01% -71 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 53,741 shares; 2025Q4: 82,549 shares; 2026Q1: 46,838 shares 46,838 $360K <0.01% -35,711 Timeline FENY 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: 10,281 shares; 2025Q3: 9,766 shares; 2025Q4: 10,337 shares; 2026Q1: 10,540 shares 10,540 $359K <0.01% +203 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,595 shares 39,595 $358K <0.01% new Timeline VFVA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares 2,653 $357K <0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 16,264 shares; 2025Q1: 28,343 shares; 2025Q2: 21,461 shares; 2025Q3: 19,375 shares; 2025Q4: 16,694 shares; 2026Q1: 28,138 shares 28,138 $356K <0.01% +11,444 Timeline BJAN 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: 6,672 shares 6,672 $356K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,055 shares; 2026Q1: 15,928 shares 15,928 $356K <0.01% -127 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,742 shares; 2025Q1: 1,913 shares; 2025Q2: 2,543 shares; 2025Q3: 2,140 shares; 2025Q4: 2,595 shares; 2026Q1: 1,709 shares 1,709 $356K <0.01% -886 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,625 shares; 2025Q3: 7,119 shares; 2025Q4: 6,859 shares; 2026Q1: 8,629 shares 8,629 $355K <0.01% +1,770 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,515 shares; 2025Q1: 1,476 shares; 2025Q2: 1,488 shares; 2025Q3: 351 shares; 2025Q4: 391 shares; 2026Q1: 395 shares 395 $354K <0.01% +4 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 3,668 shares; 2025Q1: 3,186 shares; 2025Q2: 3,198 shares; 2025Q3: 3,390 shares; 2025Q4: 2,832 shares; 2026Q1: 2,782 shares 2,782 $352K <0.01% -50 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,705 shares; 2025Q4: 1,611 shares; 2026Q1: 1,678 shares 1,678 $351K <0.01% +67 Timeline EWZ 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: 9,033 shares 9,033 $347K <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 4,943 shares; 2025Q1: 5,608 shares; 2025Q2: 2,310 shares; 2025Q3: 1,766 shares; 2025Q4: not reported; 2026Q1: 1,753 shares 1,753 $347K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,761 shares; 2025Q1: not reported; 2025Q2: 8,427 shares; 2025Q3: 10,389 shares; 2025Q4: 8,482 shares; 2026Q1: 14,633 shares 14,633 $347K <0.01% +6,151 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: 4,626 shares; 2025Q4: 6,608 shares; 2026Q1: 3,417 shares 3,417 $344K <0.01% -3,191 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 10,288 shares; 2025Q1: 10,288 shares; 2025Q2: 12,828 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 11,993 shares 11,993 $344K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 314 shares 314 $343K <0.01% -209 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,881 shares; 2024Q4: 11,643 shares; 2025Q1: 12,322 shares; 2025Q2: 13,140 shares; 2025Q3: 9,198 shares; 2025Q4: 9,478 shares; 2026Q1: 9,294 shares 9,294 $342K <0.01% -184 Timeline XBJA 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: 6,409 shares; 2025Q4: 11,664 shares; 2026Q1: 10,838 shares 10,838 $339K <0.01% -826 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 14,157 shares; 2025Q1: 14,615 shares; 2025Q2: 14,269 shares; 2025Q3: 12,295 shares; 2025Q4: 13,630 shares; 2026Q1: 12,327 shares 12,327 $339K <0.01% -1,303 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,800 shares; 2026Q1: 1,664 shares 1,664 $338K <0.01% -136 Timeline FIIG 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: 21,458 shares; 2025Q1: 13,061 shares; 2025Q2: 17,615 shares; 2025Q3: 17,372 shares; 2025Q4: 17,121 shares; 2026Q1: 16,260 shares 16,260 $337K <0.01% -861 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,208 shares; 2025Q2: 9,303 shares; 2025Q3: 9,208 shares; 2025Q4: 9,208 shares; 2026Q1: 9,208 shares 9,208 $337K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,092 shares; 2024Q4: 82,007 shares; 2025Q1: 71,948 shares; 2025Q2: 78,399 shares; 2025Q3: 75,667 shares; 2025Q4: 61,798 shares; 2026Q1: 66,942 shares 66,942 $337K <0.01% +5,144 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,563 shares; 2025Q3: 2,607 shares; 2025Q4: 4,182 shares; 2026Q1: 3,357 shares 3,357 $334K <0.01% -825 Timeline DIVY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,139 shares 12,139 $334K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,690 shares 4,690 $333K <0.01% new Timeline BUCK 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: 10,122 shares; 2025Q4: 14,411 shares; 2026Q1: 14,173 shares 14,173 $333K <0.01% -238 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,742 shares; 2025Q2: 2,909 shares; 2025Q3: 2,928 shares; 2025Q4: 3,490 shares; 2026Q1: 3,611 shares 3,611 $333K <0.01% +121 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: not reported; 2025Q3: not reported; 2025Q4: 11,853 shares; 2026Q1: 11,853 shares 11,853 $331K <0.01% 0 Timeline XBOC 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: 6,258 shares; 2025Q4: 11,134 shares; 2026Q1: 9,996 shares 9,996 $329K <0.01% -1,138 Timeline IJAN 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: 9,044 shares 9,044 $328K <0.01% new Timeline XPND 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: 9,035 shares; 2025Q3: 9,932 shares; 2025Q4: 10,422 shares; 2026Q1: 9,972 shares 9,972 $327K <0.01% -450 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,956 shares 12,956 $326K <0.01% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,979 shares; 2025Q3: 3,780 shares; 2025Q4: 3,817 shares; 2026Q1: 5,821 shares 5,821 $325K <0.01% +2,004 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,039 shares; 2024Q4: 20,300 shares; 2025Q1: 18,120 shares; 2025Q2: 18,415 shares; 2025Q3: 18,304 shares; 2025Q4: 18,540 shares; 2026Q1: 17,183 shares 17,183 $325K <0.01% -1,357 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 3,599 shares; 2025Q2: 4,178 shares; 2025Q3: 4,967 shares; 2025Q4: 5,192 shares; 2026Q1: 5,170 shares 5,170 $324K <0.01% -22 Timeline FTHI 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: 12,172 shares; 2024Q4: 12,411 shares; 2025Q1: 12,664 shares; 2025Q2: 12,914 shares; 2025Q3: 12,856 shares; 2025Q4: 13,136 shares; 2026Q1: 14,125 shares 14,125 $324K <0.01% +989 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: not reported; 2025Q4: 683 shares; 2026Q1: 1,012 shares 1,012 $323K <0.01% +329 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR 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: not reported; 2026Q1: 15,738 shares 15,738 $322K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,065 shares; 2025Q1: 5,446 shares; 2025Q2: 5,523 shares; 2025Q3: 2,366 shares; 2025Q4: 1,851 shares; 2026Q1: 1,628 shares 1,628 $322K <0.01% -223 Timeline PUSH 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: not reported; 2026Q1: 6,390 shares 6,390 $322K <0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,953 shares; 2025Q3: 6,631 shares; 2025Q4: 7,084 shares; 2026Q1: 6,884 shares 6,884 $321K <0.01% -200 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,208 shares; 2026Q1: 3,206 shares 3,206 $321K <0.01% -2 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,796 shares 2,796 $321K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 17,195 shares; 2025Q1: 34,507 shares; 2025Q2: 17,583 shares; 2025Q3: 18,452 shares; 2025Q4: 18,300 shares; 2026Q1: 17,995 shares 17,995 $316K <0.01% -305 Timeline FICS 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: 12,863 shares; 2025Q4: 18,479 shares; 2026Q1: 8,052 shares 8,052 $314K <0.01% -10,427 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,988 shares; 2025Q1: 6,619 shares; 2025Q2: 7,212 shares; 2025Q3: 7,136 shares; 2025Q4: 5,513 shares; 2026Q1: 5,580 shares 5,580 $314K <0.01% +67 Timeline AGGH 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: 12,725 shares; 2025Q4: 18,674 shares; 2026Q1: 15,405 shares 15,405 $313K <0.01% -3,269 Timeline IGRO 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: 3,206 shares; 2025Q4: 3,573 shares; 2026Q1: 3,726 shares 3,726 $312K <0.01% +153 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares; 2026Q1: 4,610 shares 4,610 $309K <0.01% -1,649 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,381 shares; 2024Q4: 106,580 shares; 2025Q1: 114,854 shares; 2025Q2: 124,921 shares; 2025Q3: 132,929 shares; 2025Q4: 149,959 shares; 2026Q1: 13,293 shares 13,293 $309K <0.01% -136,666 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: 22,095 shares; 2026Q1: 4,040 shares 4,040 $308K <0.01% -18,055 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 666 shares; 2025Q1: 530 shares; 2025Q2: 694 shares; 2025Q3: 698 shares; 2025Q4: 760 shares; 2026Q1: 712 shares 712 $308K <0.01% -48 Timeline FJUL 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: 4,720 shares; 2025Q3: 6,152 shares; 2025Q4: 5,780 shares; 2026Q1: 5,622 shares 5,622 $308K <0.01% -158 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,856 shares; 2025Q3: 3,350 shares; 2025Q4: 4,296 shares; 2026Q1: 4,698 shares 4,698 $306K <0.01% +402 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,497 shares 3,497 $306K <0.01% new Timeline XTOC 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: 9,399 shares; 2026Q1: 9,396 shares 9,396 $304K <0.01% -3 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,638 shares; 2025Q4: 8,039 shares; 2026Q1: 11,609 shares 11,609 $304K <0.01% +3,570 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 2,991 shares; 2025Q1: 3,511 shares; 2025Q2: 2,575 shares; 2025Q3: 2,884 shares; 2025Q4: 2,287 shares; 2026Q1: 2,289 shares 2,289 $303K <0.01% +2 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,036 shares 9,036 $303K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,867 shares; 2026Q1: 8,172 shares 8,172 $302K <0.01% -3,695 Timeline IBTI 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: 11,530 shares; 2026Q1: 13,547 shares 13,547 $302K <0.01% +2,017 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,726 shares; 2025Q1: 4,860 shares; 2025Q2: 5,165 shares; 2025Q3: 4,039 shares; 2025Q4: 3,453 shares; 2026Q1: 3,598 shares 3,598 $301K <0.01% +145 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 5,330 shares; 2025Q1: 5,639 shares; 2025Q2: 5,472 shares; 2025Q3: 5,639 shares; 2025Q4: 5,229 shares; 2026Q1: 5,721 shares 5,721 $301K <0.01% +492 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559 shares 2,559 $300K <0.01% new Timeline DDFN 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: 16,640 shares; 2026Q1: 15,804 shares 15,804 $300K <0.01% -836 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,069 shares; 2026Q1: 3,746 shares 3,746 $300K <0.01% -1,323 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares; 2026Q1: 985 shares 985 $299K <0.01% +31 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,345 shares; 2025Q3: 1,175 shares; 2025Q4: 1,373 shares; 2026Q1: 1,366 shares 1,366 $299K <0.01% -7 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,845 shares 8,845 $299K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 3,930 shares; 2025Q4: 4,647 shares; 2026Q1: 3,655 shares 3,655 $299K <0.01% -992 Timeline FFLG 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: 7,663 shares; 2026Q1: 10,684 shares 10,684 $297K <0.01% +3,021 Timeline QMNV 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: 17,850 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares; 2025Q4: 13,015 shares; 2026Q1: 13,015 shares 13,015 $296K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,489 shares; 2025Q1: 2,535 shares; 2025Q2: 3,090 shares; 2025Q3: 3,610 shares; 2025Q4: 3,138 shares; 2026Q1: 3,053 shares 3,053 $295K <0.01% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,156 shares 17,156 $294K <0.01% new Timeline MSTX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $293K <0.01% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 6,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,028 shares 7,028 $293K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,605 shares; 2025Q3: 16,294 shares; 2025Q4: 18,442 shares; 2026Q1: 15,917 shares 15,917 $293K <0.01% -2,525 Timeline XBJL 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: 9,003 shares; 2026Q1: 7,696 shares 7,696 $293K <0.01% -1,307 Timeline EMHY 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: 6,951 shares; 2025Q3: 5,647 shares; 2025Q4: 5,168 shares; 2026Q1: 7,422 shares 7,422 $292K <0.01% +2,254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464 shares; 2026Q1: 595 shares 595 $292K <0.01% +131 Timeline TBF 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: 11,982 shares 11,982 $290K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,534 shares; 2025Q1: 5,412 shares; 2025Q2: 5,282 shares; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,370 shares 1,370 $289K <0.01% +369 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: not reported; 2026Q1: 1,746 shares 1,746 $289K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,356 shares; 2025Q4: 2,555 shares; 2026Q1: 3,208 shares 3,208 $289K <0.01% +653 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,068 shares 3,068 $288K <0.01% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,123 shares; 2025Q4: 10,087 shares; 2026Q1: 14,503 shares 14,503 $286K <0.01% +4,416 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,318 shares; 2024Q4: 163,099 shares; 2025Q1: 200,111 shares; 2025Q2: 201,092 shares; 2025Q3: 13,317 shares; 2025Q4: 12,485 shares; 2026Q1: 11,155 shares 11,155 $286K <0.01% -1,330 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares 1,442 $284K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 22,567 shares; 2025Q1: 82,046 shares; 2025Q2: 89,432 shares; 2025Q3: 112,620 shares; 2025Q4: 122,549 shares; 2026Q1: 5,577 shares 5,577 $284K <0.01% -116,972 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,082 shares; 2025Q4: 3,488 shares; 2026Q1: 3,780 shares 3,780 $284K <0.01% +292 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,699 shares; 2026Q1: 10,063 shares 10,063 $283K <0.01% +1,364 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 2,455 shares; 2025Q3: not reported; 2025Q4: 5,796 shares; 2026Q1: 4,343 shares 4,343 $283K <0.01% -1,453 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,410 shares; 2025Q1: 1,510 shares; 2025Q2: 1,481 shares; 2025Q3: 1,487 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $283K <0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,519 shares 2,519 $282K <0.01% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,094 shares; 2025Q3: 5,216 shares; 2025Q4: 5,326 shares; 2026Q1: 5,326 shares 5,326 $281K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,528 shares; 2025Q1: 1,370 shares; 2025Q2: 1,264 shares; 2025Q3: 1,401 shares; 2025Q4: 1,737 shares; 2026Q1: 1,726 shares 1,726 $280K <0.01% -11 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,644 shares; 2025Q1: 1,726 shares; 2025Q2: 1,619 shares; 2025Q3: 1,624 shares; 2025Q4: 2,248 shares; 2026Q1: 2,059 shares 2,059 $280K <0.01% -189 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: 4,730 shares; 2025Q4: 3,754 shares; 2026Q1: 3,938 shares 3,938 $279K <0.01% +184 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,124 shares; 2025Q1: 12,790 shares; 2025Q2: 11,757 shares; 2025Q3: 3,792 shares; 2025Q4: 3,152 shares; 2026Q1: 2,966 shares 2,966 $279K <0.01% -186 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: not reported; 2024Q4: 22,292 shares; 2025Q1: 12,698 shares; 2025Q2: 12,105 shares; 2025Q3: 12,458 shares; 2025Q4: 16,892 shares; 2026Q1: 13,092 shares 13,092 $277K <0.01% -3,800 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,044 shares 2,044 $277K <0.01% new Timeline FNDX 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: 3,307 shares; 2024Q4: not reported; 2025Q1: 18,248 shares; 2025Q2: not reported; 2025Q3: 7,960 shares; 2025Q4: not reported; 2026Q1: 9,908 shares 9,908 $276K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 12,856 shares; 2025Q1: 13,917 shares; 2025Q2: 13,671 shares; 2025Q3: 15,014 shares; 2025Q4: 9,463 shares; 2026Q1: 10,642 shares 10,642 $275K <0.01% +1,179 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,404 shares; 2025Q4: 5,532 shares; 2026Q1: 5,540 shares 5,540 $275K <0.01% +8 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 3,106 shares; 2025Q4: 3,043 shares; 2026Q1: 3,170 shares 3,170 $275K <0.01% +127 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares 577 $274K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216 shares; 2025Q4: 3,447 shares; 2026Q1: 3,942 shares 3,942 $273K <0.01% +495 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,611 shares; 2026Q1: 9,831 shares 9,831 $271K <0.01% -780 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,232 shares; 2024Q4: 9,259 shares; 2025Q1: 8,314 shares; 2025Q2: 4,144 shares; 2025Q3: 2,916 shares; 2025Q4: 2,337 shares; 2026Q1: 2,458 shares 2,458 $271K <0.01% +121 Timeline TMFC 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: 3,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: 3,299 shares; 2025Q4: 3,415 shares; 2026Q1: 4,098 shares 4,098 $270K <0.01% +683 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 2,802 shares; 2026Q1: 2,858 shares 2,858 $270K <0.01% +56 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,775 shares; 2025Q1: 3,837 shares; 2025Q2: 2,506 shares; 2025Q3: 2,090 shares; 2025Q4: 1,580 shares; 2026Q1: 1,583 shares 1,583 $270K <0.01% +3 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,053 shares; 2025Q1: 1,114 shares; 2025Q2: 1,113 shares; 2025Q3: 1,009 shares; 2025Q4: 1,214 shares; 2026Q1: 1,239 shares 1,239 $268K <0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,449 shares; 2025Q4: 3,574 shares; 2026Q1: 3,807 shares 3,807 $268K <0.01% +233 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 3,330 shares; 2025Q2: 3,885 shares; 2025Q3: 3,559 shares; 2025Q4: 3,767 shares; 2026Q1: 3,787 shares 3,787 $268K <0.01% +20 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,370 shares; 2025Q1: 5,947 shares; 2025Q2: 6,858 shares; 2025Q3: 6,807 shares; 2025Q4: 6,169 shares; 2026Q1: 5,774 shares 5,774 $268K <0.01% -395 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,668 shares; 2026Q1: 1,968 shares 1,968 $267K <0.01% +300 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,764 shares; 2026Q1: 9,481 shares 9,481 $267K <0.01% -283 Timeline XAUG 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: 8,727 shares; 2024Q4: 8,433 shares; 2025Q1: 8,433 shares; 2025Q2: 8,433 shares; 2025Q3: 8,323 shares; 2025Q4: 8,188 shares; 2026Q1: 7,180 shares 7,180 $267K <0.01% -1,008 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,607 shares; 2025Q3: 1,645 shares; 2025Q4: 1,612 shares; 2026Q1: 1,823 shares 1,823 $266K <0.01% +211 Timeline DDFM 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: 14,134 shares 14,134 $265K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,977 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,897 shares; 2025Q4: 3,279 shares; 2026Q1: 3,651 shares 3,651 $265K <0.01% +372 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 177 shares; 2025Q2: 186 shares; 2025Q3: 173 shares; 2025Q4: 229 shares; 2026Q1: 227 shares 227 $263K <0.01% -2 Timeline FSIG 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: not reported; 2026Q1: 13,849 shares 13,849 $262K <0.01% new Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,137 shares; 2026Q1: 9,947 shares 9,947 $262K <0.01% -1,190 Timeline SEPM 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: 249,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,243 shares; 2026Q1: 8,260 shares 8,260 $261K <0.01% -983 Timeline DDTS 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: 12,442 shares; 2026Q1: 12,440 shares 12,440 $261K <0.01% -2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,154 shares; 2025Q1: 2,296 shares; 2025Q2: 2,380 shares; 2025Q3: 5,107 shares; 2025Q4: 3,039 shares; 2026Q1: 2,822 shares 2,822 $261K <0.01% -217 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: 13,473 shares; 2025Q3: 14,515 shares; 2025Q4: 13,610 shares; 2026Q1: 14,856 shares 14,856 $261K <0.01% +1,246 Timeline OCTH 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: 10,803 shares; 2026Q1: 11,054 shares 11,054 $260K <0.01% +251 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,765 shares; 2025Q1: 2,049 shares; 2025Q2: 1,716 shares; 2025Q3: 1,537 shares; 2025Q4: 1,098 shares; 2026Q1: 1,077 shares 1,077 $258K <0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares 3,775 $257K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,891 shares; 2024Q4: 64,614 shares; 2025Q1: not reported; 2025Q2: 25,571 shares; 2025Q3: 25,827 shares; 2025Q4: 22,293 shares; 2026Q1: 23,643 shares 23,643 $257K <0.01% +1,350 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 261 shares; 2025Q3: 246 shares; 2025Q4: 272 shares; 2026Q1: 235 shares 235 $256K <0.01% -37 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: 21,879 shares; 2025Q1: 12,270 shares; 2025Q2: 14,247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,725 shares 9,725 $254K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,889 shares; 2025Q1: 2,054 shares; 2025Q2: 2,279 shares; 2025Q3: 2,207 shares; 2025Q4: 1,615 shares; 2026Q1: 1,632 shares 1,632 $254K <0.01% +17 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,622 shares 8,622 $252K <0.01% new Timeline SPFF 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: 25,919 shares; 2025Q3: 27,854 shares; 2025Q4: 26,064 shares; 2026Q1: 28,363 shares 28,363 $252K <0.01% +2,299 Timeline IGIB 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: 3,957 shares; 2024Q4: 4,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,737 shares 4,737 $252K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,390 shares; 2024Q4: 26,071 shares; 2025Q1: 24,713 shares; 2025Q2: 28,127 shares; 2025Q3: 25,979 shares; 2025Q4: 6,008 shares; 2026Q1: 6,163 shares 6,163 $252K <0.01% +155 Timeline VHT 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: 12,597 shares; 2024Q4: 13,319 shares; 2025Q1: 1,048 shares; 2025Q2: 1,546 shares; 2025Q3: 1,520 shares; 2025Q4: 1,502 shares; 2026Q1: 923 shares 923 $251K <0.01% -579 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares; 2026Q1: 1,483 shares 1,483 $251K <0.01% +8 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 1,937 shares; 2025Q1: 1,755 shares; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 1,719 shares; 2026Q1: 2,113 shares 2,113 $251K <0.01% +394 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 11,237 shares; 2025Q1: 10,055 shares; 2025Q2: 9,342 shares; 2025Q3: 8,339 shares; 2025Q4: 16,296 shares; 2026Q1: 4,104 shares 4,104 $250K <0.01% -12,192 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,682 shares; 2024Q4: 146,966 shares; 2025Q1: 4,469 shares; 2025Q2: 5,043 shares; 2025Q3: 5,452 shares; 2025Q4: 4,985 shares; 2026Q1: 4,209 shares 4,209 $249K <0.01% -776 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,383 shares; 2026Q1: 5,326 shares 5,326 $249K <0.01% -57 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,853 shares 10,853 $249K <0.01% new Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,858 shares; 2025Q4: 11,747 shares; 2026Q1: 11,821 shares 11,821 $249K <0.01% +74 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,658 shares; 2024Q4: 8,870 shares; 2025Q1: 8,765 shares; 2025Q2: 7,684 shares; 2025Q3: 6,997 shares; 2025Q4: 6,998 shares; 2026Q1: 6,998 shares 6,998 $248K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,817 shares; 2026Q1: 32,259 shares 32,259 $247K <0.01% +442 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: not reported; 2025Q1: not reported; 2025Q2: 7,481 shares; 2025Q3: 6,848 shares; 2025Q4: 6,363 shares; 2026Q1: 5,663 shares 5,663 $247K <0.01% -700 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,978 shares; 2024Q4: 102,148 shares; 2025Q1: 111,347 shares; 2025Q2: 127,621 shares; 2025Q3: 135,535 shares; 2025Q4: 155,983 shares; 2026Q1: 7,620 shares 7,620 $247K <0.01% -148,363 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,037 shares; 2025Q3: 8,035 shares; 2025Q4: 9,741 shares; 2026Q1: 5,150 shares 5,150 $247K <0.01% -4,591 Timeline PWB 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: not reported; 2026Q1: 1,959 shares 1,959 $247K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,788 shares; 2026Q1: 4,326 shares 4,326 $246K <0.01% +538 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 8,526 shares 8,526 $246K <0.01% new Timeline XJAN 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: 7,388 shares; 2024Q4: 7,388 shares; 2025Q1: 7,388 shares; 2025Q2: 7,388 shares; 2025Q3: 7,388 shares; 2025Q4: 6,805 shares; 2026Q1: 6,805 shares 6,805 $246K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,541 shares; 2026Q1: 7,520 shares 7,520 $245K <0.01% -21 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 2,228 shares; 2025Q1: 8,855 shares; 2025Q2: 1,839 shares; 2025Q3: 1,810 shares; 2025Q4: 1,585 shares; 2026Q1: 1,586 shares 1,586 $244K <0.01% +1 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,110 shares; 2025Q4: 6,261 shares; 2026Q1: 6,261 shares 6,261 $244K <0.01% 0 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: 7,845 shares; 2025Q3: 8,395 shares; 2025Q4: 11,439 shares; 2026Q1: 6,013 shares 6,013 $244K <0.01% -5,426 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,087 shares; 2024Q4: 33,501 shares; 2025Q1: 33,501 shares; 2025Q2: 30,681 shares; 2025Q3: 47,352 shares; 2025Q4: 29,954 shares; 2026Q1: 47,612 shares 47,612 $243K <0.01% +17,658 Timeline