IGLD 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: 44,747 shares; 2026Q1: 42,456 shares 42,456 $1.08M 0.02% -2,291 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,335 shares; 2026Q1: 21,576 shares 21,576 $1.08M 0.02% +16,241 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,670 shares; 2024Q4: 34,810 shares; 2025Q1: 34,044 shares; 2025Q2: 35,228 shares; 2025Q3: 33,465 shares; 2025Q4: 31,842 shares; 2026Q1: 32,138 shares 32,138 $1.08M 0.02% +296 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: 1,398 shares; 2024Q4: 1,562 shares; 2025Q1: 1,454 shares; 2025Q2: 1,130 shares; 2025Q3: 1,115 shares; 2025Q4: 1,164 shares; 2026Q1: 1,200 shares 1,200 $1.07M 0.02% +36 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: 20,804 shares; 2024Q4: 20,924 shares; 2025Q1: 19,310 shares; 2025Q2: 6,848 shares; 2025Q3: 6,959 shares; 2025Q4: 6,994 shares; 2026Q1: 8,074 shares 8,074 $1.07M 0.02% +1,080 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,501 shares; 2024Q4: 42,673 shares; 2025Q1: 10,359 shares; 2025Q2: 6,153 shares; 2025Q3: 5,050 shares; 2025Q4: 6,656 shares; 2026Q1: 6,621 shares 6,621 $1.06M 0.02% -35 Timeline SPTS 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: 49,464 shares; 2024Q4: 82,103 shares; 2025Q1: 231,388 shares; 2025Q2: 36,771 shares; 2025Q3: 43,793 shares; 2025Q4: 36,472 shares; 2026Q1: 36,016 shares 36,016 $1.05M 0.02% -456 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,311 shares; 2025Q1: 5,230 shares; 2025Q2: 5,821 shares; 2025Q3: 5,760 shares; 2025Q4: 5,668 shares; 2026Q1: 4,955 shares 4,955 $1.03M 0.02% -713 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: 1,360 shares; 2024Q4: 1,253 shares; 2025Q1: 1,199 shares; 2025Q2: 1,001 shares; 2025Q3: 864 shares; 2025Q4: 863 shares; 2026Q1: 875 shares 875 $1.01M 0.02% +12 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: 6,682 shares; 2024Q4: 6,683 shares; 2025Q1: 6,275 shares; 2025Q2: 6,180 shares; 2025Q3: 7,172 shares; 2025Q4: 8,365 shares; 2026Q1: 10,789 shares 10,789 $1.01M 0.02% +2,424 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 10,763 shares; 2025Q1: 10,772 shares; 2025Q2: 11,972 shares; 2025Q3: 12,048 shares; 2025Q4: 9,228 shares; 2026Q1: 8,920 shares 8,920 $1M 0.02% -308 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: 14,642 shares; 2024Q4: 14,087 shares; 2025Q1: 13,698 shares; 2025Q2: 13,503 shares; 2025Q3: 13,368 shares; 2025Q4: 14,121 shares; 2026Q1: 13,661 shares 13,661 $990K 0.02% -460 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,206 shares; 2024Q4: 16,534 shares; 2025Q1: 17,454 shares; 2025Q2: 18,187 shares; 2025Q3: 16,734 shares; 2025Q4: 14,444 shares; 2026Q1: 13,347 shares 13,347 $987K 0.02% -1,097 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 38,140 shares; 2026Q1: 19,292 shares 19,292 $978K 0.02% -18,848 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: not reported; 2025Q1: 13,132 shares; 2025Q2: 8,049 shares; 2025Q3: 4,000 shares; 2025Q4: 2,150 shares; 2026Q1: 4,548 shares 4,548 $978K 0.02% +2,398 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 785 shares; 2025Q1: 778 shares; 2025Q2: 578 shares; 2025Q3: 614 shares; 2025Q4: 658 shares; 2026Q1: 736 shares 736 $972K 0.02% +78 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,601 shares; 2025Q1: 2,902 shares; 2025Q2: 2,889 shares; 2025Q3: 2,943 shares; 2025Q4: 3,291 shares; 2026Q1: 3,804 shares 3,804 $971K 0.02% +513 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 11,620 shares; 2025Q1: 15,202 shares; 2025Q2: 16,237 shares; 2025Q3: 16,319 shares; 2025Q4: 17,170 shares; 2026Q1: 19,333 shares 19,333 $967K 0.02% +2,163 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: 15,505 shares; 2024Q4: 34,347 shares; 2025Q1: 34,222 shares; 2025Q2: 17,807 shares; 2025Q3: 15,446 shares; 2025Q4: 2,130 shares; 2026Q1: 3,325 shares 3,325 $966K 0.02% +1,195 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: 12,006 shares; 2025Q1: 11,683 shares; 2025Q2: 10,830 shares; 2025Q3: 10,556 shares; 2025Q4: 10,096 shares; 2026Q1: 10,683 shares 10,683 $966K 0.02% +587 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,070 shares; 2025Q1: 7,548 shares; 2025Q2: 13,130 shares; 2025Q3: 13,446 shares; 2025Q4: 15,701 shares; 2026Q1: 19,228 shares 19,228 $962K 0.02% +3,527 Timeline BUFT 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: 72,742 shares; 2025Q2: 73,953 shares; 2025Q3: 63,650 shares; 2025Q4: 45,173 shares; 2026Q1: 38,717 shares 38,717 $961K 0.02% -6,456 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: 10,635 shares; 2024Q4: 10,926 shares; 2025Q1: 10,998 shares; 2025Q2: 8,400 shares; 2025Q3: 8,302 shares; 2025Q4: 8,256 shares; 2026Q1: 8,098 shares 8,098 $959K 0.02% -158 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,888 shares; 2024Q4: 52,762 shares; 2025Q1: 53,418 shares; 2025Q2: 11,590 shares; 2025Q3: 11,457 shares; 2025Q4: 10,878 shares; 2026Q1: 9,912 shares 9,912 $955K 0.02% -966 Timeline MUNI 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: 5,144 shares; 2025Q4: 20,100 shares; 2026Q1: 17,815 shares 17,815 $930K 0.02% -2,285 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,202 shares; 2025Q1: 8,511 shares; 2025Q2: 8,485 shares; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares; 2026Q1: 19,823 shares 19,823 $927K 0.02% +11,363 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: 9,464 shares; 2024Q4: 9,593 shares; 2025Q1: 10,898 shares; 2025Q2: 10,036 shares; 2025Q3: 10,249 shares; 2025Q4: 11,225 shares; 2026Q1: 13,048 shares 13,048 $923K 0.02% +1,823 Timeline BUFG 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: 38,377 shares; 2026Q1: 34,050 shares 34,050 $915K 0.02% -4,327 Timeline VMBS 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: 19,525 shares; 2024Q4: 17,246 shares; 2025Q1: 18,381 shares; 2025Q2: 13,549 shares; 2025Q3: 13,436 shares; 2025Q4: 12,966 shares; 2026Q1: 19,275 shares 19,275 $905K 0.02% +6,309 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,413 shares; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 15,734 shares; 2025Q3: 15,713 shares; 2025Q4: 16,096 shares; 2026Q1: 15,299 shares 15,299 $903K 0.02% -797 Timeline VLUE 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: 8,589 shares; 2024Q4: 8,203 shares; 2025Q1: 7,572 shares; 2025Q2: 7,223 shares; 2025Q3: 6,578 shares; 2025Q4: 6,451 shares; 2026Q1: 6,322 shares 6,322 $899K 0.02% -129 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,201 shares; 2026Q1: 10,201 shares 10,201 $896K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,570 shares 14,570 $889K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 3,741 shares; 2025Q3: 3,778 shares; 2025Q4: 3,809 shares; 2026Q1: 5,155 shares 5,155 $887K 0.02% +1,346 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 4,067 shares; 2025Q1: 4,145 shares; 2025Q2: 6,126 shares; 2025Q3: 7,310 shares; 2025Q4: 6,968 shares; 2026Q1: 5,391 shares 5,391 $884K 0.02% -1,577 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,250 shares; 2025Q1: 6,227 shares; 2025Q2: 6,216 shares; 2025Q3: 6,261 shares; 2025Q4: 8,603 shares; 2026Q1: 6,633 shares 6,633 $870K 0.02% -1,970 Timeline DJAN 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: 27,750 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares; 2026Q1: 20,400 shares 20,400 $868K 0.02% 0 Timeline FMB 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: 10,712 shares; 2024Q4: 18,609 shares; 2025Q1: 19,042 shares; 2025Q2: 19,317 shares; 2025Q3: 15,422 shares; 2025Q4: 16,200 shares; 2026Q1: 17,085 shares 17,085 $866K 0.02% +885 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,128 shares; 2025Q1: 3,786 shares; 2025Q2: 3,789 shares; 2025Q3: 3,649 shares; 2025Q4: 3,675 shares; 2026Q1: 3,660 shares 3,660 $857K 0.02% -15 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,430 shares; 2025Q1: 8,743 shares; 2025Q2: 8,622 shares; 2025Q3: 8,913 shares; 2025Q4: 9,249 shares; 2026Q1: 8,556 shares 8,556 $851K 0.02% -693 Timeline RSPH 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: 34,068 shares; 2024Q4: 29,909 shares; 2025Q1: 29,574 shares; 2025Q2: 29,187 shares; 2025Q3: 28,122 shares; 2025Q4: 28,134 shares; 2026Q1: 28,197 shares 28,197 $851K 0.02% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,262 shares; 2025Q3: 5,964 shares; 2025Q4: 11,588 shares; 2026Q1: 12,644 shares 12,644 $834K 0.02% +1,056 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: not reported; 2025Q3: 17,700 shares; 2025Q4: 26,922 shares; 2026Q1: 28,814 shares 28,814 $831K 0.02% +1,892 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 28,668 shares 28,668 $831K 0.02% new 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: 58,914 shares; 2024Q4: 49,372 shares; 2025Q1: 47,033 shares; 2025Q2: 29,395 shares; 2025Q3: 29,833 shares; 2025Q4: 24,716 shares; 2026Q1: 70,958 shares 70,958 $819K 0.01% +46,242 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,624 shares; 2025Q1: 3,637 shares; 2025Q2: 3,625 shares; 2025Q3: 3,627 shares; 2025Q4: 3,629 shares; 2026Q1: 3,767 shares 3,767 $816K 0.01% +138 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: 976 shares; 2024Q4: 1,050 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 807 shares; 2025Q4: 748 shares; 2026Q1: 745 shares 745 $812K 0.01% -3 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: 2,726 shares; 2024Q4: 2,456 shares; 2025Q1: 2,579 shares; 2025Q2: 2,372 shares; 2025Q3: 2,619 shares; 2025Q4: 1,907 shares; 2026Q1: 2,506 shares 2,506 $803K 0.01% +599 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: not reported; 2025Q1: 36,942 shares; 2025Q2: 28,272 shares; 2025Q3: 26,306 shares; 2025Q4: 21,450 shares; 2026Q1: 23,549 shares 23,549 $802K 0.01% +2,099 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,693 shares; 2025Q1: 2,766 shares; 2025Q2: 2,788 shares; 2025Q3: 2,756 shares; 2025Q4: 2,806 shares; 2026Q1: 2,748 shares 2,748 $802K 0.01% -58 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 18,393 shares; 2025Q1: 18,276 shares; 2025Q2: 17,141 shares; 2025Q3: 16,693 shares; 2025Q4: 18,742 shares; 2026Q1: 16,437 shares 16,437 $801K 0.01% -2,305 Timeline DFUV 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: 16,409 shares; 2024Q4: 16,409 shares; 2025Q1: 16,409 shares; 2025Q2: 16,409 shares; 2025Q3: 16,409 shares; 2025Q4: 16,452 shares; 2026Q1: 16,496 shares 16,496 $799K 0.01% +44 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: 14,279 shares; 2025Q2: 18,637 shares; 2025Q3: 18,462 shares; 2025Q4: 18,871 shares; 2026Q1: 20,620 shares 20,620 $795K 0.01% +1,749 Timeline WTV 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: 3,836 shares; 2025Q2: 3,902 shares; 2025Q3: 3,636 shares; 2025Q4: 3,033 shares; 2026Q1: 8,290 shares 8,290 $785K 0.01% +5,257 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: 11,405 shares; 2025Q2: 14,781 shares; 2025Q3: 14,609 shares; 2025Q4: 13,880 shares; 2026Q1: 15,566 shares 15,566 $785K 0.01% +1,686 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: 3,281 shares; 2024Q4: 3,657 shares; 2025Q1: 3,361 shares; 2025Q2: 3,323 shares; 2025Q3: 3,338 shares; 2025Q4: 3,349 shares; 2026Q1: 3,259 shares 3,259 $780K 0.01% -90 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: 8,205 shares; 2024Q4: 7,946 shares; 2025Q1: 4,989 shares; 2025Q2: 4,970 shares; 2025Q3: 5,153 shares; 2025Q4: 4,712 shares; 2026Q1: 5,059 shares 5,059 $780K 0.01% +347 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,278 shares; 2025Q1: 14,280 shares; 2025Q2: 12,986 shares; 2025Q3: 11,842 shares; 2025Q4: 11,824 shares; 2026Q1: 11,825 shares 11,825 $764K 0.01% +1 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,929 shares; 2024Q4: 22,591 shares; 2025Q1: 22,159 shares; 2025Q2: 1,882 shares; 2025Q3: 1,904 shares; 2025Q4: 1,834 shares; 2026Q1: 2,685 shares 2,685 $762K 0.01% +851 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: 2,018 shares; 2024Q4: 1,711 shares; 2025Q1: 1,472 shares; 2025Q2: 1,236 shares; 2025Q3: 1,191 shares; 2025Q4: 1,498 shares; 2026Q1: 2,393 shares 2,393 $761K 0.01% +895 Timeline DFEM 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: 11,642 shares; 2025Q2: 20,756 shares; 2025Q3: 22,590 shares; 2025Q4: 19,592 shares; 2026Q1: 21,894 shares 21,894 $757K 0.01% +2,302 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,211 shares; 2025Q1: 6,611 shares; 2025Q2: 5,515 shares; 2025Q3: 5,584 shares; 2025Q4: 5,583 shares; 2026Q1: 5,584 shares 5,584 $756K 0.01% +1 Timeline FNY 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: 8,474 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,481 shares; 2026Q1: 8,349 shares 8,349 $755K 0.01% -132 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,457 shares; 2025Q3: 2,510 shares; 2025Q4: 2,573 shares; 2026Q1: 3,275 shares 3,275 $755K 0.01% +702 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,954 shares; 2025Q1: 5,993 shares; 2025Q2: 5,196 shares; 2025Q3: 4,899 shares; 2025Q4: 5,170 shares; 2026Q1: 5,417 shares 5,417 $755K 0.01% +247 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,866 shares; 2025Q1: 3,527 shares; 2025Q2: 4,719 shares; 2025Q3: 4,773 shares; 2025Q4: 5,109 shares; 2026Q1: 7,882 shares 7,882 $753K 0.01% +2,773 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: 4,386 shares; 2024Q4: 3,966 shares; 2025Q1: 3,939 shares; 2025Q2: 3,788 shares; 2025Q3: 3,803 shares; 2025Q4: 3,807 shares; 2026Q1: 3,797 shares 3,797 $751K 0.01% -10 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: 12,956 shares; 2024Q4: 14,031 shares; 2025Q1: 14,825 shares; 2025Q2: 15,180 shares; 2025Q3: 12,476 shares; 2025Q4: 13,123 shares; 2026Q1: 14,637 shares 14,637 $749K 0.01% +1,514 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,868 shares; 2025Q1: 8,424 shares; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 6,881 shares; 2026Q1: 7,429 shares 7,429 $748K 0.01% +548 Timeline SMLF 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: 9,900 shares 9,900 $747K 0.01% new 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: 2,058 shares; 2024Q4: 1,883 shares; 2025Q1: 1,847 shares; 2025Q2: 1,774 shares; 2025Q3: 1,765 shares; 2025Q4: 1,953 shares; 2026Q1: 3,410 shares 3,410 $747K 0.01% +1,457 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,899 shares; 2024Q4: 22,856 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,054 shares; 2025Q4: 17,592 shares; 2026Q1: 18,086 shares 18,086 $742K 0.01% +494 Timeline HYS 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: 58,459 shares; 2025Q3: 4,391 shares; 2025Q4: not reported; 2026Q1: 7,897 shares 7,897 $737K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,478 shares; 2024Q4: 30,684 shares; 2025Q1: 23,353 shares; 2025Q2: 22,354 shares; 2025Q3: 20,685 shares; 2025Q4: 15,961 shares; 2026Q1: 12,146 shares 12,146 $731K 0.01% -3,815 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,878 shares; 2024Q4: 77,674 shares; 2025Q1: 67,790 shares; 2025Q2: 42,715 shares; 2025Q3: 21,841 shares; 2025Q4: 13,662 shares; 2026Q1: 13,087 shares 13,087 $730K 0.01% -575 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,555 shares 9,555 $729K 0.01% new Timeline HEZU 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: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 16,570 shares 16,570 $724K 0.01% +11,190 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,278 shares; 2024Q4: 21,059 shares; 2025Q1: 18,986 shares; 2025Q2: 18,998 shares; 2025Q3: 16,721 shares; 2025Q4: 15,582 shares; 2026Q1: 18,334 shares 18,334 $722K 0.01% +2,752 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: 7,766 shares; 2024Q4: 7,741 shares; 2025Q1: 7,663 shares; 2025Q2: 7,313 shares; 2025Q3: 7,364 shares; 2025Q4: 7,173 shares; 2026Q1: 7,373 shares 7,373 $720K 0.01% +200 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,744 shares; 2025Q2: 1,772 shares; 2025Q3: 1,817 shares; 2025Q4: 1,808 shares; 2026Q1: 1,821 shares 1,821 $717K 0.01% +13 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,220 shares; 2025Q2: 2,389 shares; 2025Q3: 2,420 shares; 2025Q4: 3,894 shares; 2026Q1: 2,977 shares 2,977 $714K 0.01% -917 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,096 shares; 2024Q4: 59,800 shares; 2025Q1: 27,077 shares; 2025Q2: 25,675 shares; 2025Q3: 18,800 shares; 2025Q4: 18,677 shares; 2026Q1: 19,095 shares 19,095 $710K 0.01% +418 Timeline IYW 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: 3,963 shares; 2024Q4: 3,835 shares; 2025Q1: 4,678 shares; 2025Q2: 5,975 shares; 2025Q3: 4,524 shares; 2025Q4: 3,740 shares; 2026Q1: 3,912 shares 3,912 $710K 0.01% +172 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: not reported; 2025Q1: 6,465 shares; 2025Q2: 6,424 shares; 2025Q3: 6,837 shares; 2025Q4: 10,136 shares; 2026Q1: 12,068 shares 12,068 $709K 0.01% +1,932 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: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,558 shares; 2025Q3: 1,509 shares; 2025Q4: 1,461 shares; 2026Q1: 3,341 shares 3,341 $706K 0.01% +1,880 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 15,578 shares; 2025Q1: 3,535 shares; 2025Q2: 2,013 shares; 2025Q3: 1,458 shares; 2025Q4: 1,538 shares; 2026Q1: 2,046 shares 2,046 $702K 0.01% +508 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,415 shares; 2024Q4: 8,980 shares; 2025Q1: 15,483 shares; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,542 shares; 2026Q1: 23,284 shares 23,284 $700K 0.01% +14,742 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 4,774 shares; 2025Q1: 4,246 shares; 2025Q2: 4,533 shares; 2025Q3: 4,617 shares; 2025Q4: 4,513 shares; 2026Q1: 4,529 shares 4,529 $694K 0.01% +16 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,716 shares 1,716 $694K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 35,800 shares; 2025Q1: 21,197 shares; 2025Q2: 12,681 shares; 2025Q3: 12,856 shares; 2025Q4: 12,421 shares; 2026Q1: 13,352 shares 13,352 $686K 0.01% +931 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 17,101 shares; 2025Q1: 17,286 shares; 2025Q2: 15,954 shares; 2025Q3: 6,971 shares; 2025Q4: 6,768 shares; 2026Q1: 11,083 shares 11,083 $683K 0.01% +4,315 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 27,933 shares; 2025Q1: 23,797 shares; 2025Q2: 21,317 shares; 2025Q3: 27,515 shares; 2025Q4: 26,031 shares; 2026Q1: 27,048 shares 27,048 $681K 0.01% +1,017 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,343 shares; 2025Q1: 3,380 shares; 2025Q2: 3,385 shares; 2025Q3: 3,402 shares; 2025Q4: 3,318 shares; 2026Q1: 3,285 shares 3,285 $679K 0.01% -33 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 1,731 shares 1,731 $679K 0.01% +646 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,970 shares; 2024Q4: 34,203 shares; 2025Q1: 35,376 shares; 2025Q2: 32,942 shares; 2025Q3: 10,197 shares; 2025Q4: 10,748 shares; 2026Q1: 11,174 shares 11,174 $678K 0.01% +426 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: 5,871 shares; 2024Q4: 5,551 shares; 2025Q1: 4,987 shares; 2025Q2: 5,007 shares; 2025Q3: 4,549 shares; 2025Q4: 3,476 shares; 2026Q1: 2,598 shares 2,598 $676K 0.01% -878 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: 2,831 shares; 2024Q4: 2,763 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,432 shares; 2025Q4: 2,447 shares; 2026Q1: 2,435 shares 2,435 $670K 0.01% -12 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388,600 shares; 2025Q3: 139,105 shares; 2025Q4: 136,318 shares; 2026Q1: 6,901 shares 6,901 $668K 0.01% -129,417 Timeline IBHF 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: 27,203 shares; 2026Q1: 28,927 shares 28,927 $664K 0.01% +1,724 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 6,628 shares; 2025Q3: 6,674 shares; 2025Q4: 6,242 shares; 2026Q1: 9,194 shares 9,194 $660K 0.01% +2,952 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,841 shares; 2025Q1: 10,497 shares; 2025Q2: 8,945 shares; 2025Q3: 8,895 shares; 2025Q4: 8,658 shares; 2026Q1: 8,099 shares 8,099 $656K 0.01% -559 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 6,234 shares; 2025Q1: 7,272 shares; 2025Q2: 13,376 shares; 2025Q3: 14,996 shares; 2025Q4: 13,757 shares; 2026Q1: 13,248 shares 13,248 $656K 0.01% -509 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,390 shares; 2024Q4: 25,205 shares; 2025Q1: 26,355 shares; 2025Q2: 3,278 shares; 2025Q3: 2,308 shares; 2025Q4: 2,360 shares; 2026Q1: 3,496 shares 3,496 $652K 0.01% +1,136 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,463 shares; 2025Q4: 7,463 shares; 2026Q1: 6,938 shares 6,938 $649K 0.01% -525 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,417 shares; 2025Q1: 5,767 shares; 2025Q2: 5,209 shares; 2025Q3: 5,234 shares; 2025Q4: 5,161 shares; 2026Q1: 4,889 shares 4,889 $648K 0.01% -272 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: 11,409 shares; 2024Q4: 12,435 shares; 2025Q1: 13,488 shares; 2025Q2: 16,703 shares; 2025Q3: 16,336 shares; 2025Q4: 12,414 shares; 2026Q1: 12,201 shares 12,201 $645K 0.01% -213 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,360 shares 23,360 $639K 0.01% new 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: 13,132 shares; 2024Q4: 9,782 shares; 2025Q1: 9,230 shares; 2025Q2: 8,856 shares; 2025Q3: 8,872 shares; 2025Q4: 8,886 shares; 2026Q1: 13,548 shares 13,548 $639K 0.01% +4,662 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: 4,704 shares 4,704 $638K 0.01% new Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,747 shares 3,747 $635K 0.01% new Timeline SCHV 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: 2,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,493 shares; 2025Q4: 21,505 shares; 2026Q1: 20,767 shares 20,767 $633K 0.01% -738 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: 6,105 shares; 2024Q4: 6,609 shares; 2025Q1: 5,368 shares; 2025Q2: 7,032 shares; 2025Q3: 5,915 shares; 2025Q4: 5,641 shares; 2026Q1: 6,578 shares 6,578 $631K 0.01% +937 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: not reported; 2024Q4: 2,115 shares; 2025Q1: 2,304 shares; 2025Q2: 2,213 shares; 2025Q3: 2,144 shares; 2025Q4: 2,703 shares; 2026Q1: 7,859 shares 7,859 $629K 0.01% +5,156 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 11,513 shares; 2025Q1: 10,828 shares; 2025Q2: 10,882 shares; 2025Q3: 10,715 shares; 2025Q4: 10,765 shares; 2026Q1: 11,094 shares 11,094 $627K 0.01% +329 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,215 shares; 2025Q4: 5,230 shares; 2026Q1: 5,480 shares 5,480 $625K 0.01% +250 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,825 shares; 2025Q1: 10,176 shares; 2025Q2: 10,984 shares; 2025Q3: 10,539 shares; 2025Q4: 10,441 shares; 2026Q1: 10,446 shares 10,446 $622K 0.01% +5 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 14,953 shares 14,953 $619K 0.01% new 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: 3,359 shares; 2024Q4: 3,323 shares; 2025Q1: 3,200 shares; 2025Q2: 2,801 shares; 2025Q3: 4,097 shares; 2025Q4: 2,498 shares; 2026Q1: 2,664 shares 2,664 $615K 0.01% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,836 shares 7,836 $615K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,696 shares; 2024Q4: 17,111 shares; 2025Q1: 17,859 shares; 2025Q2: 17,820 shares; 2025Q3: 16,452 shares; 2025Q4: 16,034 shares; 2026Q1: 16,049 shares 16,049 $613K 0.01% +15 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: 6,480 shares; 2024Q4: 7,261 shares; 2025Q1: 7,361 shares; 2025Q2: 6,258 shares; 2025Q3: 5,780 shares; 2025Q4: 5,928 shares; 2026Q1: 6,144 shares 6,144 $609K 0.01% +216 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares 3,830 $608K 0.01% new Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $607K 0.01% new Timeline BBHY 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: 488,953 shares; 2024Q4: 532,525 shares; 2025Q1: 541,193 shares; 2025Q2: 8,246 shares; 2025Q3: 9,536 shares; 2025Q4: 10,685 shares; 2026Q1: 13,211 shares 13,211 $605K 0.01% +2,526 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,814 shares; 2025Q2: 59,646 shares; 2025Q3: 72,462 shares; 2025Q4: 75,037 shares; 2026Q1: 20,515 shares 20,515 $605K 0.01% -54,522 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,509 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,496 shares; 2025Q4: 6,501 shares; 2026Q1: 6,442 shares 6,442 $601K 0.01% -59 Timeline QDVO 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: not reported; 2025Q4: 7,570 shares; 2026Q1: 22,549 shares 22,549 $601K 0.01% +14,979 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 4,996 shares; 2025Q1: 5,735 shares; 2025Q2: 5,368 shares; 2025Q3: 4,272 shares; 2025Q4: 4,134 shares; 2026Q1: 4,149 shares 4,149 $600K 0.01% +15 Timeline ICOP 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: 12,578 shares 12,578 $599K 0.01% new 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: 3,018 shares 3,018 $595K 0.01% new 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: 999 shares; 2024Q4: 1,084 shares; 2025Q1: 1,192 shares; 2025Q2: 916 shares; 2025Q3: 1,359 shares; 2025Q4: 1,364 shares; 2026Q1: 1,339 shares 1,339 $595K 0.01% -25 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,506 shares; 2025Q1: 6,970 shares; 2025Q2: 5,054 shares; 2025Q3: 5,670 shares; 2025Q4: 5,579 shares; 2026Q1: 11,899 shares 11,899 $594K 0.01% +6,320 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,440 shares; 2026Q1: 23,440 shares 23,440 $593K 0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 14,726 shares 14,726 $591K 0.01% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,618 shares; 2025Q1: 9,638 shares; 2025Q2: 9,452 shares; 2025Q3: 10,414 shares; 2025Q4: 10,475 shares; 2026Q1: 10,521 shares 10,521 $591K 0.01% +46 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,015 shares; 2025Q2: 4,076 shares; 2025Q3: 4,073 shares; 2025Q4: 4,075 shares; 2026Q1: 4,074 shares 4,074 $590K 0.01% -1 Timeline TFLO 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: 8,245 shares; 2025Q2: 10,895 shares; 2025Q3: 15,800 shares; 2025Q4: 16,802 shares; 2026Q1: 11,623 shares 11,623 $588K 0.01% -5,179 Timeline IBDU 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: 21,238 shares; 2026Q1: 25,263 shares 25,263 $588K 0.01% +4,025 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: 2,122 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,131 shares; 2025Q3: 2,943 shares; 2025Q4: 2,901 shares; 2026Q1: 2,144 shares 2,144 $581K 0.01% -757 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,892 shares; 2025Q2: 18,545 shares; 2025Q3: 18,760 shares; 2025Q4: 19,055 shares; 2026Q1: 23,342 shares 23,342 $579K 0.01% +4,287 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,315 shares; 2025Q2: 4,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,609 shares 11,609 $577K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,498 shares; 2024Q4: 9,523 shares; 2025Q1: 8,568 shares; 2025Q2: 8,459 shares; 2025Q3: 8,719 shares; 2025Q4: 8,211 shares; 2026Q1: 7,026 shares 7,026 $576K 0.01% -1,185 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,821 shares; 2024Q4: 28,882 shares; 2025Q1: 30,479 shares; 2025Q2: 29,954 shares; 2025Q3: 32,809 shares; 2025Q4: 33,413 shares; 2026Q1: 33,574 shares 33,574 $576K 0.01% +161 Timeline FUTY 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: 15,232 shares; 2025Q4: 9,254 shares; 2026Q1: 9,743 shares 9,743 $576K 0.01% +489 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,337 shares 16,337 $575K 0.01% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 163,026 shares; 2025Q1: 160,626 shares; 2025Q2: 14,303 shares; 2025Q3: 13,703 shares; 2025Q4: 14,848 shares; 2026Q1: 14,717 shares 14,717 $574K 0.01% -131 Timeline IBHG 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: 22,871 shares; 2026Q1: 25,854 shares 25,854 $572K 0.01% +2,983 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 4,929 shares; 2025Q1: 6,935 shares; 2025Q2: 10,016 shares; 2025Q3: 10,433 shares; 2025Q4: 10,780 shares; 2026Q1: 10,858 shares 10,858 $572K 0.01% +78 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,893 shares; 2025Q1: 17,121 shares; 2025Q2: 21,804 shares; 2025Q3: 19,937 shares; 2025Q4: 19,359 shares; 2026Q1: 15,893 shares 15,893 $571K 0.01% -3,466 Timeline DISV 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: 7,571 shares; 2025Q2: 14,252 shares; 2025Q3: 15,906 shares; 2025Q4: 13,147 shares; 2026Q1: 14,454 shares 14,454 $570K 0.01% +1,307 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 5,651 shares; 2025Q1: 5,678 shares; 2025Q2: 3,762 shares; 2025Q3: 3,413 shares; 2025Q4: 2,185 shares; 2026Q1: 3,356 shares 3,356 $567K 0.01% +1,171 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 7,513 shares; 2025Q3: 6,623 shares; 2025Q4: 6,155 shares; 2026Q1: 6,547 shares 6,547 $565K 0.01% +392 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,145 shares 6,145 $564K 0.01% new 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: 4,328 shares; 2024Q4: 4,589 shares; 2025Q1: 4,242 shares; 2025Q2: 3,879 shares; 2025Q3: 3,864 shares; 2025Q4: 3,868 shares; 2026Q1: 3,982 shares 3,982 $564K 0.01% +114 Timeline REGL 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: 7,165 shares; 2024Q4: 6,726 shares; 2025Q1: 6,876 shares; 2025Q2: 6,806 shares; 2025Q3: 6,727 shares; 2025Q4: 6,732 shares; 2026Q1: 6,507 shares 6,507 $562K 0.01% -225 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 42,755 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 3,485 shares; 2025Q4: 6,170 shares; 2026Q1: 6,336 shares 6,336 $561K 0.01% +166 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 13,014 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 13,614 shares; 2025Q4: 11,764 shares; 2026Q1: 11,062 shares 11,062 $558K 0.01% -702 Timeline XBIL 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: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 10,989 shares; 2025Q3: 9,990 shares; 2025Q4: 11,992 shares; 2026Q1: 10,993 shares 10,993 $550K 0.01% -999 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: 4,536 shares; 2024Q4: 4,484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,504 shares; 2025Q3: 4,503 shares; 2025Q4: 3,947 shares; 2026Q1: 4,034 shares 4,034 $549K 0.01% +87 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: 4,340 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,231 shares; 2025Q3: 6,992 shares; 2025Q4: 5,425 shares; 2026Q1: 6,700 shares 6,700 $547K 0.01% +1,275 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,073 shares 10,073 $545K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,427 shares; 2025Q1: 2,327 shares; 2025Q2: 2,230 shares; 2025Q3: 2,200 shares; 2025Q4: 2,030 shares; 2026Q1: 2,029 shares 2,029 $541K 0.01% -1 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: 20,196 shares; 2026Q1: 23,021 shares 23,021 $540K 0.01% +2,825 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 7,075 shares; 2025Q1: 7,429 shares; 2025Q2: 5,248 shares; 2025Q3: 8,368 shares; 2025Q4: 7,626 shares; 2026Q1: 7,427 shares 7,427 $540K 0.01% -199 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,251 shares; 2025Q1: 19,142 shares; 2025Q2: 20,042 shares; 2025Q3: 19,721 shares; 2025Q4: 18,421 shares; 2026Q1: 18,410 shares 18,410 $538K 0.01% -11 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,041 shares; 2026Q1: 24,503 shares 24,503 $536K 0.01% +1,462 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,390 shares 7,390 $535K 0.01% new 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: 6,751 shares; 2024Q4: 7,002 shares; 2025Q1: 6,995 shares; 2025Q2: 6,694 shares; 2025Q3: 5,861 shares; 2025Q4: 8,230 shares; 2026Q1: 9,405 shares 9,405 $534K 0.01% +1,175 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,942 shares; 2026Q1: 4,006 shares 4,006 $534K 0.01% +1,064 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 228 shares; 2025Q1: 273 shares; 2025Q2: 238 shares; 2025Q3: 237 shares; 2025Q4: 280 shares; 2026Q1: 308 shares 308 $532K 0.01% +28 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,275 shares; 2025Q1: 3,772 shares; 2025Q2: 3,083 shares; 2025Q3: 2,765 shares; 2025Q4: 2,824 shares; 2026Q1: 2,605 shares 2,605 $529K 0.01% -219 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,835 shares; 2026Q1: 3,883 shares 3,883 $527K 0.01% +1,048 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: 14,414 shares; 2024Q4: 10,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 12,492 shares; 2026Q1: 19,178 shares 19,178 $526K 0.01% +6,686 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,578 shares; 2024Q4: 28,196 shares; 2025Q1: 26,594 shares; 2025Q2: 25,947 shares; 2025Q3: 25,634 shares; 2025Q4: 24,083 shares; 2026Q1: 23,191 shares 23,191 $520K 0.01% -892 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 2,997 shares; 2025Q3: 3,156 shares; 2025Q4: 2,862 shares; 2026Q1: 2,557 shares 2,557 $519K 0.01% -305 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: 2,337 shares; 2024Q4: 2,700 shares; 2025Q1: 2,615 shares; 2025Q2: 2,569 shares; 2025Q3: 2,522 shares; 2025Q4: 2,439 shares; 2026Q1: 2,670 shares 2,670 $518K 0.01% +231 Timeline CDC 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: 13,035 shares; 2024Q4: 12,353 shares; 2025Q1: 11,986 shares; 2025Q2: 9,758 shares; 2025Q3: 8,143 shares; 2025Q4: 7,753 shares; 2026Q1: 7,210 shares 7,210 $515K 0.01% -543 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 1,844 shares 1,844 $510K 0.01% +920 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,959 shares; 2025Q1: 1,966 shares; 2025Q2: 2,085 shares; 2025Q3: 2,102 shares; 2025Q4: 2,079 shares; 2026Q1: 2,257 shares 2,257 $509K 0.01% +178 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,916 shares; 2025Q1: 5,761 shares; 2025Q2: 5,766 shares; 2025Q3: 5,639 shares; 2025Q4: 5,294 shares; 2026Q1: 5,394 shares 5,394 $508K 0.01% +100 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: 3,547 shares; 2024Q4: 3,407 shares; 2025Q1: 3,410 shares; 2025Q2: 3,389 shares; 2025Q3: 3,391 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares 3,996 $507K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,968 shares; 2025Q1: 3,037 shares; 2025Q2: 2,585 shares; 2025Q3: 1,759 shares; 2025Q4: 2,485 shares; 2026Q1: 3,213 shares 3,213 $505K 0.01% +728 Timeline DFGR 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: 18,997 shares; 2025Q3: 20,250 shares; 2025Q4: 17,359 shares; 2026Q1: 18,975 shares 18,975 $504K 0.01% +1,616 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 15,782 shares; 2025Q1: 15,723 shares; 2025Q2: 18,138 shares; 2025Q3: 17,908 shares; 2025Q4: 17,990 shares; 2026Q1: 19,671 shares 19,671 $503K 0.01% +1,681 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: 1,754 shares; 2024Q4: 1,755 shares; 2025Q1: 2,027 shares; 2025Q2: 2,176 shares; 2025Q3: 1,974 shares; 2025Q4: 1,958 shares; 2026Q1: 2,059 shares 2,059 $503K 0.01% +101 Timeline IJK 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: 4,353 shares; 2024Q4: 6,397 shares; 2025Q1: 7,247 shares; 2025Q2: 7,442 shares; 2025Q3: 6,500 shares; 2025Q4: 6,326 shares; 2026Q1: 4,978 shares 4,978 $501K 0.01% -1,348 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,361 shares; 2025Q1: 5,423 shares; 2025Q2: 5,114 shares; 2025Q3: 5,158 shares; 2025Q4: 3,550 shares; 2026Q1: 5,005 shares 5,005 $501K 0.01% +1,455 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,547 shares; 2025Q1: 33,794 shares; 2025Q2: 11,849 shares; 2025Q3: 11,949 shares; 2025Q4: 11,949 shares; 2026Q1: 11,949 shares 11,949 $499K 0.01% 0 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: not reported; 2026Q1: 1,839 shares 1,839 $497K 0.01% new Timeline FBT 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: 3,685 shares; 2025Q2: 3,547 shares; 2025Q3: 3,818 shares; 2025Q4: 1,932 shares; 2026Q1: 2,469 shares 2,469 $496K 0.01% +537 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 4,629 shares; 2025Q4: 5,371 shares; 2026Q1: 6,769 shares 6,769 $495K 0.01% +1,398 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is 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: 18,237 shares 18,237 $492K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 7,140 shares; 2025Q4: 7,211 shares; 2026Q1: 7,660 shares 7,660 $492K 0.01% +449 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: not reported; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 3,365 shares 3,365 $492K 0.01% +1,650 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: 1,928 shares; 2024Q4: 1,478 shares; 2025Q1: 1,363 shares; 2025Q2: 1,277 shares; 2025Q3: 1,279 shares; 2025Q4: 1,360 shares; 2026Q1: 1,362 shares 1,362 $489K 0.01% +2 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,101 shares; 2025Q1: 25,133 shares; 2025Q2: 25,173 shares; 2025Q3: 25,673 shares; 2025Q4: 25,640 shares; 2026Q1: 25,640 shares 25,640 $486K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 11,451 shares; 2025Q3: 10,976 shares; 2025Q4: 6,751 shares; 2026Q1: 9,308 shares 9,308 $483K 0.01% +2,557 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 4,523 shares; 2025Q1: 4,953 shares; 2025Q2: 4,856 shares; 2025Q3: 5,156 shares; 2025Q4: 5,159 shares; 2026Q1: 4,977 shares 4,977 $483K 0.01% -182 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,681 shares; 2026Q1: 22,852 shares 22,852 $478K 0.01% +171 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,007 shares; 2024Q4: 23,839 shares; 2025Q1: 21,106 shares; 2025Q2: 17,445 shares; 2025Q3: 16,433 shares; 2025Q4: 13,650 shares; 2026Q1: 9,895 shares 9,895 $477K 0.01% -3,755 Timeline HYG 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: 4,997 shares; 2024Q4: 4,391 shares; 2025Q1: 4,641 shares; 2025Q2: 3,952 shares; 2025Q3: 4,445 shares; 2025Q4: 7,433 shares; 2026Q1: 5,995 shares 5,995 $477K 0.01% -1,438 Timeline GSUS 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: 12,269 shares; 2025Q1: 10,637 shares; 2025Q2: 5,471 shares; 2025Q3: 5,475 shares; 2025Q4: 5,309 shares; 2026Q1: 5,313 shares 5,313 $476K 0.01% +4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 795 shares; 2025Q2: 798 shares; 2025Q3: 804 shares; 2025Q4: 828 shares; 2026Q1: 860 shares 860 $473K 0.01% +32 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,147 shares; 2024Q4: 16,722 shares; 2025Q1: 16,908 shares; 2025Q2: 16,329 shares; 2025Q3: 15,950 shares; 2025Q4: 9,032 shares; 2026Q1: 6,072 shares 6,072 $469K 0.01% -2,960 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: 26,971 shares; 2024Q4: 31,485 shares; 2025Q1: 5,452 shares; 2025Q2: 5,160 shares; 2025Q3: 7,590 shares; 2025Q4: 9,176 shares; 2026Q1: 4,844 shares 4,844 $467K 0.01% -4,332 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: 271 shares; 2025Q4: 1,043 shares; 2026Q1: 982 shares 982 $466K 0.01% -61 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: 9,437 shares; 2024Q4: 9,519 shares; 2025Q1: 7,334 shares; 2025Q2: 7,142 shares; 2025Q3: 7,239 shares; 2025Q4: 7,345 shares; 2026Q1: 8,183 shares 8,183 $461K 0.01% +838 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 6,864 shares; 2025Q1: 6,964 shares; 2025Q2: 6,964 shares; 2025Q3: 6,864 shares; 2025Q4: 8,839 shares; 2026Q1: 10,864 shares 10,864 $454K 0.01% +2,025 Timeline CFA 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: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 5,407 shares; 2025Q2: 5,351 shares; 2025Q3: 5,469 shares; 2025Q4: 4,956 shares; 2026Q1: 4,958 shares 4,958 $454K 0.01% +2 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,449 shares; 2025Q4: 7,079 shares; 2026Q1: 7,445 shares 7,445 $453K 0.01% +366 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares; 2025Q4: 4,187 shares; 2026Q1: 4,346 shares 4,346 $451K 0.01% +159 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,503 shares; 2025Q1: 1,507 shares; 2025Q2: 1,511 shares; 2025Q3: 1,517 shares; 2025Q4: 1,523 shares; 2026Q1: 1,800 shares 1,800 $451K 0.01% +277 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,141 shares; 2025Q4: 5,137 shares; 2026Q1: 4,809 shares 4,809 $449K 0.01% -328 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,388 shares; 2025Q1: 1,366 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,375 shares; 2026Q1: 1,361 shares 1,361 $445K 0.01% -14 Timeline DIHP 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: 12,006 shares; 2025Q3: 14,044 shares; 2025Q4: 11,499 shares; 2026Q1: 13,756 shares 13,756 $443K 0.01% +2,257 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,720 shares 3,720 $438K 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: 5,638 shares; 2024Q4: 5,891 shares; 2025Q1: 6,061 shares; 2025Q2: 5,853 shares; 2025Q3: 5,879 shares; 2025Q4: 5,807 shares; 2026Q1: 5,932 shares 5,932 $434K 0.01% +125 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 9,245 shares; 2025Q1: 9,009 shares; 2025Q2: 7,491 shares; 2025Q3: 10,807 shares; 2025Q4: 12,448 shares; 2026Q1: 13,062 shares 13,062 $434K 0.01% +614 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: 3,239 shares; 2024Q4: 2,318 shares; 2025Q1: 1,822 shares; 2025Q2: 1,704 shares; 2025Q3: 1,631 shares; 2025Q4: 2,106 shares; 2026Q1: 2,535 shares 2,535 $432K 0.01% +429 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,799 shares; 2025Q1: 10,038 shares; 2025Q2: 9,845 shares; 2025Q3: 9,919 shares; 2025Q4: 9,852 shares; 2026Q1: 9,424 shares 9,424 $429K 0.01% -428 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,485 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 18,985 shares; 2025Q4: 18,985 shares; 2026Q1: 20,382 shares 20,382 $428K 0.01% +1,397 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 929 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 911 shares; 2025Q4: 920 shares; 2026Q1: 1,026 shares 1,026 $427K 0.01% +106 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: 8,126 shares; 2024Q4: 6,026 shares; 2025Q1: 6,086 shares; 2025Q2: 6,001 shares; 2025Q3: 6,002 shares; 2025Q4: 6,002 shares; 2026Q1: 6,003 shares 6,003 $427K 0.01% +1 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,433 shares; 2025Q4: 5,009 shares; 2026Q1: 5,009 shares 5,009 $425K 0.01% 0 Timeline ICSH 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: 5,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,393 shares 8,393 $425K 0.01% new Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,022 shares; 2024Q4: 49,628 shares; 2025Q1: 18,099 shares; 2025Q2: 17,460 shares; 2025Q3: 17,442 shares; 2025Q4: 15,168 shares; 2026Q1: 13,016 shares 13,016 $420K 0.01% -2,152 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 4,978 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,556 shares 6,556 $418K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,679 shares 16,679 $417K 0.01% new 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: 194 shares; 2024Q4: 181 shares; 2025Q1: 187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,961 shares; 2025Q4: 4,640 shares; 2026Q1: 4,502 shares 4,502 $416K 0.01% -138 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,200 shares; 2025Q1: 4,203 shares; 2025Q2: 3,569 shares; 2025Q3: 3,465 shares; 2025Q4: 3,475 shares; 2026Q1: 3,469 shares 3,469 $414K 0.01% -6 Timeline FNX 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: 3,230 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares 3,230 $414K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 6,714 shares; 2025Q1: 4,029 shares; 2025Q2: 4,119 shares; 2025Q3: 3,875 shares; 2025Q4: 3,975 shares; 2026Q1: 3,769 shares 3,769 $413K 0.01% -206 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: 8,926 shares; 2024Q4: 8,959 shares; 2025Q1: 8,485 shares; 2025Q2: 8,515 shares; 2025Q3: 8,546 shares; 2025Q4: 10,207 shares; 2026Q1: 10,238 shares 10,238 $412K 0.01% +31 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 4,955 shares; 2025Q1: 4,913 shares; 2025Q2: 2,734 shares; 2025Q3: 2,684 shares; 2025Q4: 2,616 shares; 2026Q1: 2,601 shares 2,601 $412K 0.01% -15 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 4,719 shares; 2025Q1: 4,404 shares; 2025Q2: 5,445 shares; 2025Q3: 5,814 shares; 2025Q4: 5,609 shares; 2026Q1: 3,952 shares 3,952 $410K 0.01% -1,657 Timeline BUFD 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: 11,747 shares; 2025Q2: 11,596 shares; 2025Q3: 8,921 shares; 2025Q4: 13,921 shares; 2026Q1: 14,621 shares 14,621 $409K 0.01% +700 Timeline DFUS 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: 29,619 shares; 2024Q4: 31,515 shares; 2025Q1: 31,516 shares; 2025Q2: 31,494 shares; 2025Q3: 32,884 shares; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares 5,727 $406K 0.01% 0 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: 5,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,866 shares; 2026Q1: 9,922 shares 9,922 $405K 0.01% +2,056 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $405K 0.01% 0 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: 1,646 shares; 2024Q4: 4,579 shares; 2025Q1: 2,432 shares; 2025Q2: 2,355 shares; 2025Q3: 2,012 shares; 2025Q4: 2,035 shares; 2026Q1: 2,132 shares 2,132 $405K 0.01% +97 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,274 shares; 2025Q1: 5,138 shares; 2025Q2: 5,032 shares; 2025Q3: 5,062 shares; 2025Q4: 5,238 shares; 2026Q1: 5,372 shares 5,372 $404K 0.01% +134 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: 18,250 shares; 2024Q4: 20,593 shares; 2025Q1: 11,583 shares; 2025Q2: 1,211 shares; 2025Q3: 1,025 shares; 2025Q4: 907 shares; 2026Q1: 900 shares 900 $402K 0.01% -7 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,982 shares; 2026Q1: 3,313 shares 3,313 $401K 0.01% +331 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,407 shares 8,407 $399K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 4,925 shares; 2025Q1: 4,767 shares; 2025Q2: 4,613 shares; 2025Q3: 3,986 shares; 2025Q4: 5,005 shares; 2026Q1: 5,481 shares 5,481 $399K 0.01% +476 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 4,735 shares; 2025Q4: 4,960 shares; 2026Q1: 5,539 shares 5,539 $397K 0.01% +579 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,496 shares; 2025Q1: 6,550 shares; 2025Q2: 6,593 shares; 2025Q3: 6,317 shares; 2025Q4: 6,287 shares; 2026Q1: 6,311 shares 6,311 $397K 0.01% +24 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 53 shares; 2026Q1: 60 shares 60 $395K 0.01% +7 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: not reported; 2025Q4: 5,954 shares; 2026Q1: 6,536 shares 6,536 $394K 0.01% +582 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 12,043 shares; 2025Q1: 10,564 shares; 2025Q2: 8,087 shares; 2025Q3: 7,577 shares; 2025Q4: 8,401 shares; 2026Q1: 5,405 shares 5,405 $392K 0.01% -2,996 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 17,470 shares; 2025Q1: 16,909 shares; 2025Q2: 15,457 shares; 2025Q3: 11,965 shares; 2025Q4: 14,039 shares; 2026Q1: 13,499 shares 13,499 $392K 0.01% -540 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,191 shares; 2025Q2: 12,406 shares; 2025Q3: 13,406 shares; 2025Q4: 13,228 shares; 2026Q1: 19,097 shares 19,097 $392K 0.01% +5,869 Timeline SPYX 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: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 7,390 shares; 2026Q1: 7,390 shares 7,390 $392K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,917 shares; 2025Q1: 3,489 shares; 2025Q2: 3,229 shares; 2025Q3: 2,233 shares; 2025Q4: 2,094 shares; 2026Q1: 1,330 shares 1,330 $390K 0.01% -764 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,608 shares; 2024Q4: 19,608 shares; 2025Q1: 31,627 shares; 2025Q2: 26,017 shares; 2025Q3: 22,601 shares; 2025Q4: 21,048 shares; 2026Q1: 17,116 shares 17,116 $386K 0.01% -3,932 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: 34,905 shares; 2024Q4: 90,097 shares; 2025Q1: 87,575 shares; 2025Q2: 18,393 shares; 2025Q3: 13,192 shares; 2025Q4: 12,011 shares; 2026Q1: 10,476 shares 10,476 $385K 0.01% -1,535 Timeline DFAE 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: 11,613 shares; 2024Q4: 11,805 shares; 2025Q1: 12,043 shares; 2025Q2: 11,587 shares; 2025Q3: 11,483 shares; 2025Q4: 11,385 shares; 2026Q1: 11,342 shares 11,342 $384K 0.01% -43 Timeline DFAR 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: 38,566 shares; 2024Q4: 41,905 shares; 2025Q1: 41,843 shares; 2025Q2: 15,656 shares; 2025Q3: 16,113 shares; 2025Q4: 15,443 shares; 2026Q1: 16,040 shares 16,040 $379K 0.01% +597 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,833 shares; 2026Q1: 7,514 shares 7,514 $378K 0.01% -319 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,488 shares; 2025Q1: 5,854 shares; 2025Q2: 6,705 shares; 2025Q3: 6,281 shares; 2025Q4: 6,362 shares; 2026Q1: 5,443 shares 5,443 $377K 0.01% -919 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 7,866 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,207 shares; 2026Q1: 3,211 shares 3,211 $367K 0.01% +4 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 3,845 shares; 2025Q1: 4,036 shares; 2025Q2: 3,533 shares; 2025Q3: 3,528 shares; 2025Q4: 4,829 shares; 2026Q1: 5,119 shares 5,119 $364K 0.01% +290 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: 3,762 shares; 2024Q4: 3,859 shares; 2025Q1: 3,854 shares; 2025Q2: 3,621 shares; 2025Q3: 3,547 shares; 2025Q4: 3,501 shares; 2026Q1: 3,306 shares 3,306 $363K 0.01% -195 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 879 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 819 shares; 2026Q1: 831 shares 831 $363K 0.01% +12 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,496 shares; 2025Q3: 7,552 shares; 2025Q4: 7,684 shares; 2026Q1: 7,277 shares 7,277 $362K 0.01% -407 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 2,879 shares; 2025Q1: 2,750 shares; 2025Q2: 2,492 shares; 2025Q3: 2,367 shares; 2025Q4: 2,580 shares; 2026Q1: 2,834 shares 2,834 $362K 0.01% +254 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: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 5,670 shares; 2025Q3: not reported; 2025Q4: 4,809 shares; 2026Q1: 5,064 shares 5,064 $361K 0.01% +255 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,658 shares; 2025Q2: 9,358 shares; 2025Q3: 9,382 shares; 2025Q4: 9,275 shares; 2026Q1: 9,525 shares 9,525 $357K 0.01% +250 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,886 shares; 2024Q4: 126,435 shares; 2025Q1: 152,085 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,341 shares; 2026Q1: 9,092 shares 9,092 $355K 0.01% +751 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,514 shares; 2025Q4: 43,282 shares; 2026Q1: 43,406 shares 43,406 $354K 0.01% +124 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $354K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,580 shares; 2025Q1: 3,325 shares; 2025Q2: 4,284 shares; 2025Q3: 2,090 shares; 2025Q4: not reported; 2026Q1: 3,453 shares 3,453 $352K 0.01% new 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: 75,272 shares; 2024Q4: 23,380 shares; 2025Q1: 15,354 shares; 2025Q2: 10,341 shares; 2025Q3: 14,253 shares; 2025Q4: 14,971 shares; 2026Q1: 22,215 shares 22,215 $352K 0.01% +7,244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares 1,017 $351K 0.01% new Timeline XTL 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: 1,801 shares; 2025Q4: 1,809 shares; 2026Q1: 1,863 shares 1,863 $350K 0.01% +54 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: 2,573 shares; 2024Q4: 3,254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares; 2026Q1: 2,676 shares 2,676 $350K 0.01% +914 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,184 shares 3,184 $350K 0.01% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,275 shares; 2025Q1: 38,552 shares; 2025Q2: 38,725 shares; 2025Q3: 27,296 shares; 2025Q4: 18,918 shares; 2026Q1: 6,861 shares 6,861 $349K 0.01% -12,057 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: 4,378 shares; 2024Q4: not reported; 2025Q1: 7,125 shares; 2025Q2: 7,238 shares; 2025Q3: 8,129 shares; 2025Q4: 7,714 shares; 2026Q1: 7,726 shares 7,726 $347K 0.01% +12 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,388 shares; 2026Q1: 6,281 shares 6,281 $347K 0.01% +1,893 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: 4,604 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,298 shares; 2025Q3: 5,672 shares; 2025Q4: 5,395 shares; 2026Q1: 5,610 shares 5,610 $347K 0.01% +215 Timeline RSPD 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: 6,044 shares; 2024Q4: 8,070 shares; 2025Q1: 6,483 shares; 2025Q2: 6,487 shares; 2025Q3: 6,489 shares; 2025Q4: 6,446 shares; 2026Q1: 6,449 shares 6,449 $345K 0.01% +3 Timeline FYX 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: 3,335 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,883 shares; 2025Q3: 2,884 shares; 2025Q4: 2,885 shares; 2026Q1: 2,886 shares 2,886 $344K 0.01% +1 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares; 2026Q1: 4,502 shares 4,502 $343K 0.01% +323 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: not reported; 2026Q1: 5,988 shares 5,988 $342K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,906 shares; 2025Q1: 3,441 shares; 2025Q2: 2,758 shares; 2025Q3: 2,802 shares; 2025Q4: 2,750 shares; 2026Q1: 2,803 shares 2,803 $340K 0.01% +53 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: 21,776 shares; 2024Q4: 21,768 shares; 2025Q1: 22,339 shares; 2025Q2: 14,361 shares; 2025Q3: 13,755 shares; 2025Q4: 12,955 shares; 2026Q1: 13,157 shares 13,157 $340K 0.01% +202 Timeline SPMB 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: 10,514 shares; 2025Q3: 10,960 shares; 2025Q4: 14,328 shares; 2026Q1: 15,107 shares 15,107 $338K 0.01% +779 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: 104,335 shares; 2025Q1: 87,817 shares; 2025Q2: 74,147 shares; 2025Q3: 51,140 shares; 2025Q4: 24,308 shares; 2026Q1: 14,798 shares 14,798 $337K 0.01% -9,510 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: 69,940 shares; 2026Q1: 26,634 shares 26,634 $333K 0.01% -43,306 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 4,625 shares; 2025Q1: 4,594 shares; 2025Q2: 4,188 shares; 2025Q3: 2,414 shares; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830 $333K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 3,742 shares; 2026Q1: 4,557 shares 4,557 $332K 0.01% +815 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 913 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $331K 0.01% 0 Timeline ROBT 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: 4,979 shares; 2025Q3: 4,663 shares; 2025Q4: 5,951 shares; 2026Q1: 7,180 shares 7,180 $331K 0.01% +1,229 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,834 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,390 shares; 2025Q4: 1,380 shares; 2026Q1: 1,753 shares 1,753 $331K 0.01% +373 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 5,426 shares; 2025Q3: 5,452 shares; 2025Q4: 5,166 shares; 2026Q1: 5,165 shares 5,165 $329K 0.01% -1 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 3,326 shares; 2025Q4: 3,606 shares; 2026Q1: 3,975 shares 3,975 $327K 0.01% +369 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: 490 shares; 2024Q4: 500 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 500 shares; 2025Q4: 599 shares; 2026Q1: 580 shares 580 $326K 0.01% -19 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,787 shares 4,787 $326K 0.01% new 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: 7,808 shares; 2024Q4: 8,177 shares; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 4,639 shares; 2025Q4: 4,980 shares; 2026Q1: 6,514 shares 6,514 $324K 0.01% +1,534 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares 508 $323K 0.01% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,640 shares; 2026Q1: 11,959 shares 11,959 $322K 0.01% +2,319 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,700 shares; 2026Q1: 2,713 shares 2,713 $321K 0.01% +13 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 7,155 shares 7,155 $319K 0.01% +2,147 Timeline DWAS 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: 2,384 shares; 2025Q1: 2,742 shares; 2025Q2: 3,116 shares; 2025Q3: 3,111 shares; 2025Q4: 3,274 shares; 2026Q1: 3,234 shares 3,234 $318K 0.01% -40 Timeline RSPC 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: 8,302 shares; 2024Q4: 8,318 shares; 2025Q1: 8,442 shares; 2025Q2: 8,449 shares; 2025Q3: 8,474 shares; 2025Q4: 8,484 shares; 2026Q1: 8,491 shares 8,491 $318K 0.01% +7 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: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares 3,525 $317K 0.01% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,988 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,905 shares; 2025Q4: 9,692 shares; 2026Q1: 8,663 shares 8,663 $315K 0.01% -1,029 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: 4,260 shares; 2024Q4: 4,270 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 3,117 shares; 2025Q4: 6,004 shares; 2026Q1: 6,004 shares 6,004 $311K 0.01% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 14,882 shares; 2025Q1: 14,582 shares; 2025Q2: 14,711 shares; 2025Q3: 10,892 shares; 2025Q4: 10,882 shares; 2026Q1: 10,483 shares 10,483 $311K 0.01% -399 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 5,007 shares 5,007 $311K 0.01% +880 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,673 shares; 2025Q4: 17,237 shares; 2026Q1: 3,995 shares 3,995 $309K 0.01% -13,242 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 10,918 shares 10,918 $309K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,483 shares; 2025Q3: 1,489 shares; 2025Q4: 1,527 shares; 2026Q1: 1,799 shares 1,799 $308K 0.01% +272 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares; 2026Q1: 3,973 shares 3,973 $308K 0.01% +5 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,787 shares; 2026Q1: 6,781 shares 6,781 $306K 0.01% -6 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 992 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,217 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares 1,317 $304K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,553 shares 2,553 $303K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,090 shares; 2025Q2: 1,762 shares; 2025Q3: 1,690 shares; 2025Q4: 1,585 shares; 2026Q1: 1,537 shares 1,537 $302K 0.01% -48 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: 16,280 shares; 2024Q4: 19,766 shares; 2025Q1: 19,408 shares; 2025Q2: 7,933 shares; 2025Q3: 7,922 shares; 2025Q4: 7,298 shares; 2026Q1: 7,245 shares 7,245 $302K 0.01% -53 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,050 shares 3,050 $302K 0.01% new 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: 177,792 shares; 2024Q4: 188,286 shares; 2025Q1: 188,895 shares; 2025Q2: 3,001 shares; 2025Q3: 3,350 shares; 2025Q4: 3,180 shares; 2026Q1: 3,202 shares 3,202 $301K 0.01% +22 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares 3,504 $300K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 16,539 shares; 2025Q1: 19,275 shares; 2025Q2: 16,334 shares; 2025Q3: 16,552 shares; 2025Q4: 18,201 shares; 2026Q1: 16,588 shares 16,588 $299K 0.01% -1,613 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,190 shares; 2025Q1: 4,901 shares; 2025Q2: 4,614 shares; 2025Q3: 4,528 shares; 2025Q4: 3,934 shares; 2026Q1: 3,972 shares 3,972 $299K 0.01% +38 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares 3,943 $298K 0.01% new Timeline SMMV 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: 7,349 shares; 2024Q4: 10,604 shares; 2025Q1: 10,321 shares; 2025Q2: 10,346 shares; 2025Q3: 7,783 shares; 2025Q4: 7,113 shares; 2026Q1: 6,813 shares 6,813 $297K 0.01% -300 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares; 2026Q1: 11,767 shares 11,767 $297K 0.01% +92 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,515 shares 5,515 $297K 0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 21,879 shares; 2025Q2: 5,806 shares; 2025Q3: 5,744 shares; 2025Q4: 4,600 shares; 2026Q1: 3,976 shares 3,976 $297K 0.01% -624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,023 shares 4,023 $294K 0.01% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,910 shares; 2025Q2: 6,356 shares; 2025Q3: 6,216 shares; 2025Q4: 6,416 shares; 2026Q1: 6,641 shares 6,641 $293K 0.01% +225 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,958 shares; 2025Q1: 1,960 shares; 2025Q2: 2,677 shares; 2025Q3: 2,682 shares; 2025Q4: 2,240 shares; 2026Q1: 1,978 shares 1,978 $292K 0.01% -262 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 4,078 shares 4,078 $292K 0.01% +1,050 Timeline IBDY 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: 11,160 shares; 2026Q1: 11,248 shares 11,248 $291K 0.01% +88 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 15,149 shares; 2025Q1: 13,250 shares; 2025Q2: 12,679 shares; 2025Q3: 14,062 shares; 2025Q4: 4,095 shares; 2026Q1: 3,891 shares 3,891 $290K 0.01% -204 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,194 shares; 2025Q1: 2,980 shares; 2025Q2: 2,584 shares; 2025Q3: 2,469 shares; 2025Q4: 2,522 shares; 2026Q1: 2,439 shares 2,439 $289K 0.01% -83 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,817 shares; 2025Q2: 5,942 shares; 2025Q3: 5,659 shares; 2025Q4: 5,457 shares; 2026Q1: 5,478 shares 5,478 $289K 0.01% +21 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: 4,103 shares; 2024Q4: 4,162 shares; 2025Q1: 3,669 shares; 2025Q2: 3,714 shares; 2025Q3: 3,716 shares; 2025Q4: 3,641 shares; 2026Q1: 2,194 shares 2,194 $288K 0.01% -1,447 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,849 shares; 2026Q1: 6,422 shares 6,422 $287K 0.01% +573 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,402 shares; 2025Q2: 13,736 shares; 2025Q3: 17,755 shares; 2025Q4: 19,310 shares; 2026Q1: 19,125 shares 19,125 $286K 0.01% -185 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $285K 0.01% new Timeline UDEC 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: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares 7,320 $284K 0.01% 0 Timeline FPXI 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: 6,950 shares; 2025Q3: 7,970 shares; 2025Q4: 5,555 shares; 2026Q1: 4,560 shares 4,560 $282K 0.01% -995 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: 392 shares; 2024Q4: 520 shares; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 437 shares; 2025Q4: 424 shares; 2026Q1: 385 shares 385 $281K 0.01% -39 Timeline IBDZ 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: 10,679 shares; 2026Q1: 10,763 shares 10,763 $280K 0.01% +84 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: 8,749 shares; 2024Q4: 7,144 shares; 2025Q1: 6,838 shares; 2025Q2: 6,615 shares; 2025Q3: 6,525 shares; 2025Q4: 6,650 shares; 2026Q1: 6,359 shares 6,359 $278K 0.01% -291 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,010 shares; 2024Q4: 20,688 shares; 2025Q1: 20,688 shares; 2025Q2: 20,154 shares; 2025Q3: 20,154 shares; 2025Q4: 20,588 shares; 2026Q1: 20,588 shares 20,588 $278K 0.01% 0 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: 4,472 shares; 2025Q4: 4,472 shares; 2026Q1: 5,602 shares 5,602 $276K 0.01% +1,130 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares 4,725 $276K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $276K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,822 shares; 2025Q1: 1,937 shares; 2025Q2: 2,120 shares; 2025Q3: 2,169 shares; 2025Q4: 2,080 shares; 2026Q1: 2,201 shares 2,201 $275K <0.01% +121 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,889 shares; 2025Q1: 5,357 shares; 2025Q2: 5,371 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares; 2026Q1: 5,239 shares 5,239 $274K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,146 shares 4,146 $274K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 7,165 shares 7,165 $273K <0.01% +200 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,807 shares; 2025Q3: 2,808 shares; 2025Q4: 2,756 shares; 2026Q1: 2,740 shares 2,740 $272K <0.01% -16 Timeline BBMC 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: 2,011 shares; 2025Q4: 1,949 shares; 2026Q1: 2,493 shares 2,493 $270K <0.01% +544 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: 14,759 shares; 2024Q4: 16,347 shares; 2025Q1: 2,883 shares; 2025Q2: 2,433 shares; 2025Q3: 3,913 shares; 2025Q4: 1,370 shares; 2026Q1: 1,239 shares 1,239 $269K <0.01% -131 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,769 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares; 2026Q1: 6,769 shares 6,769 $269K <0.01% -569 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 12,738 shares; 2025Q1: 15,466 shares; 2025Q2: 16,314 shares; 2025Q3: 15,455 shares; 2025Q4: 10,876 shares; 2026Q1: 8,819 shares 8,819 $267K <0.01% -2,057 Timeline IHI 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: 4,968 shares; 2024Q4: 4,940 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 5,000 shares; 2025Q4: 4,958 shares; 2026Q1: 4,958 shares 4,958 $265K <0.01% 0 Timeline ROM 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: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 3,444 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares 3,358 $263K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,800 shares; 2026Q1: 5,500 shares 5,500 $263K <0.01% -3,300 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,239 shares; 2025Q1: 2,275 shares; 2025Q2: 2,335 shares; 2025Q3: 1,946 shares; 2025Q4: not reported; 2026Q1: 1,725 shares 1,725 $261K <0.01% new 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: 8,837 shares; 2024Q4: 9,620 shares; 2025Q1: 1,258 shares; 2025Q2: 705 shares; 2025Q3: 526 shares; 2025Q4: 502 shares; 2026Q1: 649 shares 649 $257K <0.01% +147 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: 3,112 shares; 2024Q4: 3,928 shares; 2025Q1: 3,822 shares; 2025Q2: 3,446 shares; 2025Q3: 2,876 shares; 2025Q4: 2,858 shares; 2026Q1: 2,804 shares 2,804 $257K <0.01% -54 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $255K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,709 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 5,171 shares; 2025Q4: 5,126 shares; 2026Q1: 5,524 shares 5,524 $254K <0.01% +398 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: 8,113 shares; 2024Q4: 8,076 shares; 2025Q1: 8,039 shares; 2025Q2: 5,506 shares; 2025Q3: 5,436 shares; 2025Q4: 5,363 shares; 2026Q1: 5,423 shares 5,423 $252K <0.01% +60 Timeline CSM 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: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 3,658 shares; 2025Q4: 3,658 shares; 2026Q1: 3,364 shares 3,364 $252K <0.01% -294 Timeline FYC 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: 2,693 shares; 2024Q4: 3,163 shares; 2025Q1: 3,013 shares; 2025Q2: 2,645 shares; 2025Q3: 2,677 shares; 2025Q4: 2,598 shares; 2026Q1: 2,593 shares 2,593 $251K <0.01% -5 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,956 shares; 2025Q3: 7,931 shares; 2025Q4: 5,969 shares; 2026Q1: 7,032 shares 7,032 $251K <0.01% +1,063 Timeline DEHP 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: 7,387 shares; 2025Q3: 8,383 shares; 2025Q4: 6,327 shares; 2026Q1: 7,401 shares 7,401 $250K <0.01% +1,074 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 3,738 shares; 2025Q1: 3,501 shares; 2025Q2: 3,556 shares; 2025Q3: 4,361 shares; 2025Q4: 4,399 shares; 2026Q1: 3,836 shares 3,836 $250K <0.01% -563 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,218 shares; 2024Q4: 17,519 shares; 2025Q1: 11,984 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,502 shares 5,502 $250K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,957 shares 22,957 $249K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,633 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares 3,666 $249K <0.01% 0 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: 2,064 shares; 2024Q4: 1,870 shares; 2025Q1: 1,810 shares; 2025Q2: 1,838 shares; 2025Q3: 1,828 shares; 2025Q4: 1,977 shares; 2026Q1: 1,969 shares 1,969 $249K <0.01% -8 Timeline IUSB 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: 59,011 shares; 2024Q4: not reported; 2025Q1: 13,698 shares; 2025Q2: 9,352 shares; 2025Q3: 5,882 shares; 2025Q4: 5,364 shares; 2026Q1: 5,370 shares 5,370 $248K <0.01% +6 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 3,955 shares; 2025Q1: 3,960 shares; 2025Q2: 2,781 shares; 2025Q3: 2,821 shares; 2025Q4: 2,660 shares; 2026Q1: 2,683 shares 2,683 $248K <0.01% +23 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 898 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $247K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $246K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: not reported; 2026Q1: 1,605 shares 1,605 $245K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,655 shares; 2025Q4: not reported; 2026Q1: 1,414 shares 1,414 $244K <0.01% new 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: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,236 shares 2,236 $242K <0.01% +140 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 2,228 shares; 2025Q3: 2,293 shares; 2025Q4: 2,683 shares; 2026Q1: 2,942 shares 2,942 $239K <0.01% +259 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 6,752 shares; 2025Q1: 6,653 shares; 2025Q2: 6,659 shares; 2025Q3: 6,262 shares; 2025Q4: 6,119 shares; 2026Q1: 6,126 shares 6,126 $238K <0.01% +7 Timeline RWK 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: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,856 shares 1,856 $238K <0.01% +50 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,632 shares 3,632 $237K <0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares 3,640 $237K <0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares; 2025Q4: 2,626 shares; 2026Q1: 2,632 shares 2,632 $237K <0.01% +6 Timeline FTXO 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: 9,099 shares; 2025Q2: 9,479 shares; 2025Q3: 8,880 shares; 2025Q4: 9,375 shares; 2026Q1: 6,525 shares 6,525 $236K <0.01% -2,850 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 706 shares; 2026Q1: 814 shares 814 $234K <0.01% +108 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares; 2026Q1: 14,465 shares 14,465 $234K <0.01% +2,160 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,235 shares; 2025Q3: 6,741 shares; 2025Q4: not reported; 2026Q1: 6,891 shares 6,891 $233K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,592 shares 15,592 $231K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: 4,516 shares 4,516 $231K <0.01% new 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: 2,330 shares; 2024Q4: 2,627 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,831 shares; 2025Q4: 1,550 shares; 2026Q1: 1,530 shares 1,530 $230K <0.01% -20 Timeline KBWP 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: 2,316 shares; 2024Q4: 2,307 shares; 2025Q1: 2,104 shares; 2025Q2: 2,083 shares; 2025Q3: 2,107 shares; 2025Q4: 2,456 shares; 2026Q1: 1,930 shares 1,930 $230K <0.01% -526 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: 10,251 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,951 shares 12,951 $230K <0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares; 2026Q1: 2,902 shares 2,902 $230K <0.01% +381 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,310 shares; 2025Q4: not reported; 2026Q1: 5,988 shares 5,988 $229K <0.01% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,595 shares 4,595 $229K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 6,211 shares; 2025Q1: 7,966 shares; 2025Q2: 6,331 shares; 2025Q3: 5,626 shares; 2025Q4: 5,396 shares; 2026Q1: 5,046 shares 5,046 $228K <0.01% -350 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: 2,272 shares; 2024Q4: 2,273 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares; 2026Q1: 2,220 shares 2,220 $228K <0.01% +65 Timeline FNK 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: 3,925 shares; 2024Q4: 3,982 shares; 2025Q1: 3,983 shares; 2025Q2: 3,985 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares; 2026Q1: 3,988 shares 3,988 $227K <0.01% +2 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,621 shares 6,621 $227K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares; 2026Q1: 1,436 shares 1,436 $226K <0.01% +104 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 995 shares; 2025Q4: 635 shares; 2026Q1: 631 shares 631 $226K <0.01% -4 Timeline MARM 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: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 7,076 shares; 2025Q3: 7,068 shares; 2025Q4: 7,060 shares; 2026Q1: 6,760 shares 6,760 $226K <0.01% -300 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: 2,196 shares 2,196 $225K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,267 shares; 2025Q1: 8,080 shares; 2025Q2: 7,555 shares; 2025Q3: 7,306 shares; 2025Q4: 7,309 shares; 2026Q1: 6,309 shares 6,309 $225K <0.01% -1,000 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: 9,023 shares; 2024Q4: 8,432 shares; 2025Q1: 7,954 shares; 2025Q2: 3,359 shares; 2025Q3: 2,929 shares; 2025Q4: 2,548 shares; 2026Q1: 2,833 shares 2,833 $225K <0.01% +285 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,360 shares 7,360 $225K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,067 shares 2,067 $224K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,247 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,659 shares; 2026Q1: 1,657 shares 1,657 $224K <0.01% -2 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,206 shares; 2025Q4: 9,212 shares; 2026Q1: 9,212 shares 9,212 $224K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $223K <0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,237 shares; 2025Q4: not reported; 2026Q1: 1,557 shares 1,557 $223K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,832 shares 13,832 $222K <0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $222K <0.01% 0 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: 20,331 shares; 2025Q1: 4,460 shares; 2025Q2: 2,799 shares; 2025Q3: 2,734 shares; 2025Q4: 2,308 shares; 2026Q1: 2,208 shares 2,208 $222K <0.01% -100 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,460 shares 5,460 $222K <0.01% -84 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,145 shares; 2025Q2: 18,088 shares; 2025Q3: 18,495 shares; 2025Q4: 17,950 shares; 2026Q1: 18,402 shares 18,402 $222K <0.01% +452 Timeline SPBO 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: 41,793 shares; 2024Q4: 18,648 shares; 2025Q1: 14,962 shares; 2025Q2: 7,689 shares; 2025Q3: 7,175 shares; 2025Q4: 7,794 shares; 2026Q1: 7,636 shares 7,636 $222K <0.01% -158 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,632 shares; 2025Q3: 60,743 shares; 2025Q4: not reported; 2026Q1: 5,415 shares 5,415 $221K <0.01% new Timeline QMAG 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: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares 9,535 $221K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares; 2026Q1: 6,403 shares 6,403 $221K <0.01% +267 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,724 shares 1,724 $221K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,330 shares 1,330 $220K <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,753 shares; 2026Q1: 1,828 shares 1,828 $219K <0.01% -1,925 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,295 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares; 2026Q1: 6,014 shares 6,014 $219K <0.01% -2 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 9,519 shares; 2026Q1: 9,493 shares 9,493 $218K <0.01% -26 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,691 shares; 2026Q1: 4,103 shares 4,103 $217K <0.01% -588 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,831 shares; 2025Q1: 1,650 shares; 2025Q2: 1,443 shares; 2025Q3: 1,151 shares; 2025Q4: 1,136 shares; 2026Q1: 1,092 shares 1,092 $214K <0.01% -44 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: 5,001 shares; 2024Q4: 5,092 shares; 2025Q1: 5,208 shares; 2025Q2: 6,143 shares; 2025Q3: 5,120 shares; 2025Q4: not reported; 2026Q1: 5,457 shares 5,457 $214K <0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,733 shares; 2026Q1: 1,712 shares 1,712 $213K <0.01% -21 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,860 shares; 2025Q1: 2,586 shares; 2025Q2: 2,501 shares; 2025Q3: 2,527 shares; 2025Q4: 2,521 shares; 2026Q1: 2,758 shares 2,758 $213K <0.01% +237 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: 54,565 shares; 2024Q4: 53,780 shares; 2025Q1: 53,780 shares; 2025Q2: 51,789 shares; 2025Q3: 51,602 shares; 2025Q4: 2,366 shares; 2026Q1: 2,508 shares 2,508 $212K <0.01% +142 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 1,781 shares; 2025Q3: 2,021 shares; 2025Q4: 2,340 shares; 2026Q1: 1,933 shares 1,933 $211K <0.01% -407 Timeline QFLR 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: 6,329 shares 6,329 $211K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $210K <0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $210K <0.01% new 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: 1,325 shares 1,325 $209K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: not reported; 2026Q1: 5,260 shares 5,260 $207K <0.01% new 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: 5,782 shares; 2024Q4: 5,503 shares; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 3,145 shares; 2025Q4: 3,162 shares; 2026Q1: 2,871 shares 2,871 $206K <0.01% -291 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,723 shares; 2024Q4: 51,825 shares; 2025Q1: 5,376 shares; 2025Q2: 2,400 shares; 2025Q3: 2,257 shares; 2025Q4: 2,154 shares; 2026Q1: 1,887 shares 1,887 $206K <0.01% -267 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: 40,148 shares; 2024Q4: 43,928 shares; 2025Q1: 6,598 shares; 2025Q2: 4,140 shares; 2025Q3: 3,563 shares; 2025Q4: 3,350 shares; 2026Q1: 3,133 shares 3,133 $204K <0.01% -217 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,349 shares 6,349 $204K <0.01% new 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: 42,928 shares; 2024Q4: 46,060 shares; 2025Q1: 4,877 shares; 2025Q2: 2,304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $204K <0.01% new 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: 10,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,245 shares; 2026Q1: 11,697 shares 11,697 $203K <0.01% +452 Timeline PMMR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 7,625 shares 7,625 $202K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $202K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares 369 $201K <0.01% new 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: 2,577 shares; 2024Q4: 10,845 shares; 2025Q1: 11,123 shares; 2025Q2: 3,186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $200K <0.01% new 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: 92,278 shares; 2024Q4: 87,595 shares; 2025Q1: 88,003 shares; 2025Q2: 95,233 shares; 2025Q3: 82,675 shares; 2025Q4: 34,921 shares; 2026Q1: 39,218 shares 39,218 $200K <0.01% +4,297 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,371 shares; 2025Q3: 12,871 shares; 2025Q4: 12,544 shares; 2026Q1: 13,832 shares 13,832 $200K <0.01% +1,288 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 30,507 shares; 2025Q1: 30,507 shares; 2025Q2: 29,707 shares; 2025Q3: 30,477 shares; 2025Q4: 23,751 shares; 2026Q1: 19,240 shares 19,240 $196K <0.01% -4,511 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,624 shares; 2024Q4: 30,177 shares; 2025Q1: 24,340 shares; 2025Q2: 24,475 shares; 2025Q3: 26,916 shares; 2025Q4: 34,166 shares; 2026Q1: 34,306 shares 34,306 $192K <0.01% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,940 shares; 2026Q1: 11,940 shares 11,940 $187K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 14,985 shares; 2025Q1: 15,206 shares; 2025Q2: 15,206 shares; 2025Q3: 20,661 shares; 2025Q4: 14,111 shares; 2026Q1: 16,961 shares 16,961 $174K <0.01% +2,850 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 10,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,050 shares 11,050 $173K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 20,485 shares; 2025Q1: 19,737 shares; 2025Q2: 19,737 shares; 2025Q3: 13,727 shares; 2025Q4: 13,477 shares; 2026Q1: 11,577 shares 11,577 $172K <0.01% -1,900 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,873 shares; 2025Q4: 9,619 shares; 2026Q1: 10,372 shares 10,372 $164K <0.01% +753 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,297 shares; 2025Q4: 16,512 shares; 2026Q1: 13,512 shares 13,512 $163K <0.01% -3,000 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,643 shares; 2025Q3: 20,115 shares; 2025Q4: 21,627 shares; 2026Q1: 21,434 shares 21,434 $147K <0.01% -193 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,919 shares 12,919 $146K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,355 shares; 2026Q1: 16,473 shares 16,473 $143K <0.01% +3,118 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,750 shares 10,750 $139K <0.01% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,511 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 14,226 shares; 2025Q4: 14,401 shares; 2026Q1: 15,801 shares 15,801 $133K <0.01% +1,400 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,871 shares; 2025Q1: 23,472 shares; 2025Q2: 24,895 shares; 2025Q3: 24,089 shares; 2025Q4: 22,707 shares; 2026Q1: 17,045 shares 17,045 $131K <0.01% -5,662 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 11,890 shares; 2025Q1: 11,890 shares; 2025Q2: 11,016 shares; 2025Q3: 11,016 shares; 2025Q4: 11,316 shares; 2026Q1: 11,316 shares 11,316 $131K <0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 11,665 shares; 2025Q1: 11,665 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $121K <0.01% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 19,000 shares; 2026Q1: 21,120 shares 21,120 $112K <0.01% +2,120 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,266 shares 13,266 $109K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 12,783 shares; 2025Q4: 14,524 shares; 2026Q1: 12,004 shares 12,004 $108K <0.01% -2,520 Timeline KDK KODIAK AI INC. More: the full row for KODIAK AI 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: 18,300 shares; 2026Q1: 14,600 shares 14,600 $101K <0.01% -3,700 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: 36,475 shares; 2025Q2: 17,205 shares; 2025Q3: 21,615 shares; 2025Q4: 14,965 shares; 2026Q1: 21,011 shares 21,011 $98.3K <0.01% +6,046 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,446 shares; 2025Q3: 11,581 shares; 2025Q4: 12,771 shares; 2026Q1: 16,220 shares 16,220 $83.8K <0.01% +3,449 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 20,926 shares; 2026Q1: 22,884 shares 22,884 $80.2K <0.01% +1,958 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA 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: 21,000 shares 21,000 $79.2K <0.01% new Timeline NIO NIO INC More: the full row for NIO 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: 10,236 shares; 2026Q1: 12,075 shares 12,075 $73K <0.01% +1,839 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 19,561 shares; 2025Q1: 19,899 shares; 2025Q2: 20,667 shares; 2025Q3: 21,622 shares; 2025Q4: 22,802 shares; 2026Q1: 23,983 shares 23,983 $62.6K <0.01% +1,181 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS 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: 15,400 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $61.7K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY 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: 10,770 shares 10,770 $59.8K <0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC 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: 12,048 shares; 2025Q4: 12,752 shares; 2026Q1: 13,073 shares 13,073 $57.4K <0.01% +321 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,810 shares 10,810 $50.4K <0.01% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,538 shares; 2025Q2: 19,128 shares; 2025Q3: 19,128 shares; 2025Q4: 19,128 shares; 2026Q1: 19,128 shares 19,128 $50.1K <0.01% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,536 shares; 2025Q2: 10,536 shares; 2025Q3: 13,519 shares; 2025Q4: 10,536 shares; 2026Q1: 11,039 shares 11,039 $43.9K <0.01% +503 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,098 shares 10,098 $30K <0.01% new Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,314 shares 14,314 $27.6K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,880 shares; 2025Q4: 17,880 shares; 2026Q1: 17,880 shares 17,880 $25K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT 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: 13,042 shares; 2025Q4: 13,342 shares; 2026Q1: 24,499 shares 24,499 $24K <0.01% +11,157 Timeline GFAI GUARDFORCE AI CO LTD More: the full row for GUARDFORCE AI CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,300 shares; 2026Q1: 36,300 shares 36,300 $16.3K <0.01% 0 Timeline TELA TELA BIO INC More: the full row for TELA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,602 shares; 2026Q1: 19,703 shares 19,703 $12.2K <0.01% +101 Timeline UPXI UPEXI INC More: the full row for UPEXI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $11.5K <0.01% 0 Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR 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: 10,100 shares 10,100 $3.54K <0.01% new Timeline SRXH SRX GLOBAL INC More: the full row for SRX GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,825 shares; 2026Q1: 14,825 shares 14,825 $1.91K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,251 shares 27,251 $190 <0.01% new