REM 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: 72,395 shares; 2024Q4: 74,015 shares; 2025Q1: 76,803 shares; 2025Q2: 84,876 shares; 2025Q3: 90,264 shares; 2025Q4: 90,077 shares; 2026Q1: 91,186 shares 91,186 $1.96M 0.03% +1,109 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,265 shares; 2025Q1: 9,489 shares; 2025Q2: 8,640 shares; 2025Q3: 13,936 shares; 2025Q4: 10,697 shares; 2026Q1: 14,362 shares 14,362 $1.95M 0.03% +3,665 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 25,647 shares 25,647 $1.94M 0.03% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 442 shares; 2025Q3: 535 shares; 2025Q4: 60,899 shares; 2026Q1: 45,774 shares 45,774 $1.93M 0.03% -15,125 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: 1,151 shares; 2024Q4: 1,190 shares; 2025Q1: 1,196 shares; 2025Q2: 1,625 shares; 2025Q3: 1,214 shares; 2025Q4: 6,061 shares; 2026Q1: 6,591 shares 6,591 $1.92M 0.03% +530 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: 3,258 shares; 2024Q4: 3,421 shares; 2025Q1: 3,021 shares; 2025Q2: 2,983 shares; 2025Q3: 3,135 shares; 2025Q4: 2,975 shares; 2026Q1: 5,586 shares 5,586 $1.92M 0.03% +2,611 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,531 shares; 2025Q1: 2,599 shares; 2025Q2: 2,613 shares; 2025Q3: 3,098 shares; 2025Q4: 3,977 shares; 2026Q1: 39,291 shares 39,291 $1.9M 0.03% +35,314 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 10,812 shares; 2025Q1: 11,465 shares; 2025Q2: 10,957 shares; 2025Q3: 12,318 shares; 2025Q4: 13,724 shares; 2026Q1: 21,954 shares 21,954 $1.9M 0.03% +8,230 Timeline SUB 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: 5,509 shares; 2024Q4: 7,246 shares; 2025Q1: 5,273 shares; 2025Q2: 5,609 shares; 2025Q3: 7,433 shares; 2025Q4: 7,359 shares; 2026Q1: 17,771 shares 17,771 $1.89M 0.03% +10,412 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 1,725 shares; 2025Q4: 1,295 shares; 2026Q1: 67,296 shares 67,296 $1.89M 0.03% +66,001 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 693 shares; 2025Q2: 643 shares; 2025Q3: 642 shares; 2025Q4: 1,801 shares; 2026Q1: 1,965 shares 1,965 $1.89M 0.03% +164 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,660 shares; 2025Q1: 3,889 shares; 2025Q2: 3,714 shares; 2025Q3: 4,084 shares; 2025Q4: 4,079 shares; 2026Q1: 10,355 shares 10,355 $1.89M 0.03% +6,276 Timeline DIVO 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: 21,970 shares; 2024Q4: 22,609 shares; 2025Q1: 21,744 shares; 2025Q2: 23,507 shares; 2025Q3: 25,338 shares; 2025Q4: 28,614 shares; 2026Q1: 41,996 shares 41,996 $1.88M 0.03% +13,382 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,457 shares; 2025Q1: 3,474 shares; 2025Q2: 3,387 shares; 2025Q3: 4,167 shares; 2025Q4: 3,408 shares; 2026Q1: 7,741 shares 7,741 $1.88M 0.03% +4,333 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: 23,051 shares; 2024Q4: 23,845 shares; 2025Q1: 26,943 shares; 2025Q2: 27,009 shares; 2025Q3: 26,606 shares; 2025Q4: 25,708 shares; 2026Q1: 55,882 shares 55,882 $1.87M 0.03% +30,174 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 1,009 shares; 2025Q1: 1,039 shares; 2025Q2: 1,131 shares; 2025Q3: 1,209 shares; 2025Q4: 7,950 shares; 2026Q1: 8,917 shares 8,917 $1.87M 0.03% +967 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,967 shares; 2025Q1: 10,834 shares; 2025Q2: 19,787 shares; 2025Q3: 26,258 shares; 2025Q4: 33,659 shares; 2026Q1: 41,432 shares 41,432 $1.87M 0.03% +7,773 Timeline DAUG 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: 25,129 shares; 2024Q4: 24,004 shares; 2025Q1: 22,729 shares; 2025Q2: 22,275 shares; 2025Q3: 25,473 shares; 2025Q4: 26,209 shares; 2026Q1: 42,931 shares 42,931 $1.87M 0.03% +16,722 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: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,337 shares; 2025Q2: 20,987 shares; 2025Q3: 19,645 shares; 2025Q4: 19,992 shares; 2026Q1: 20,239 shares 20,239 $1.87M 0.03% +247 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 19,326 shares; 2025Q1: 20,953 shares; 2025Q2: 21,410 shares; 2025Q3: 14,734 shares; 2025Q4: 16,377 shares; 2026Q1: 16,958 shares 16,958 $1.86M 0.03% +581 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: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,624 shares; 2026Q1: 10,220 shares 10,220 $1.86M 0.03% +8,596 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 83 shares; 2025Q3: 524 shares; 2025Q4: 70,259 shares; 2026Q1: 58,811 shares 58,811 $1.85M 0.03% -11,448 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,239 shares; 2024Q4: 29,873 shares; 2025Q1: 33,688 shares; 2025Q2: 33,598 shares; 2025Q3: 31,704 shares; 2025Q4: 35,674 shares; 2026Q1: 37,029 shares 37,029 $1.84M 0.03% +1,355 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 8,309 shares; 2025Q1: 8,051 shares; 2025Q2: 7,358 shares; 2025Q3: 9,125 shares; 2025Q4: 8,687 shares; 2026Q1: 15,960 shares 15,960 $1.84M 0.03% +7,273 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: 18,922 shares; 2024Q4: 16,898 shares; 2025Q1: 20,235 shares; 2025Q2: 22,126 shares; 2025Q3: 23,960 shares; 2025Q4: 19,544 shares; 2026Q1: 36,295 shares 36,295 $1.83M 0.03% +16,751 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,662 shares; 2025Q1: 2,646 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares; 2025Q4: 1,929 shares; 2026Q1: 5,132 shares 5,132 $1.83M 0.03% +3,203 Timeline XMAR 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: 103,189 shares; 2024Q4: 100,062 shares; 2025Q1: 53,082 shares; 2025Q2: 57,743 shares; 2025Q3: 49,749 shares; 2025Q4: 47,834 shares; 2026Q1: 45,143 shares 45,143 $1.83M 0.03% -2,691 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,125 shares; 2024Q4: 159,421 shares; 2025Q1: 153,870 shares; 2025Q2: 136,506 shares; 2025Q3: 24,133 shares; 2025Q4: 9,093 shares; 2026Q1: 39,606 shares 39,606 $1.82M 0.03% +30,513 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,683 shares; 2024Q4: 24,916 shares; 2025Q1: 26,793 shares; 2025Q2: 27,230 shares; 2025Q3: 28,111 shares; 2025Q4: 33,401 shares; 2026Q1: 39,974 shares 39,974 $1.82M 0.03% +6,573 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,906 shares; 2024Q4: 13,350 shares; 2025Q1: 9,799 shares; 2025Q2: 14,037 shares; 2025Q3: 27,457 shares; 2025Q4: 28,346 shares; 2026Q1: 18,672 shares 18,672 $1.81M 0.03% -9,674 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,702 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,710 shares; 2025Q4: 4,756 shares; 2026Q1: 5,804 shares 5,804 $1.81M 0.03% +1,048 Timeline AOK 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: 26,838 shares; 2024Q4: 28,374 shares; 2025Q1: 27,844 shares; 2025Q2: 30,343 shares; 2025Q3: 30,038 shares; 2025Q4: 30,312 shares; 2026Q1: 45,398 shares 45,398 $1.81M 0.03% +15,086 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,044 shares; 2024Q4: 31,796 shares; 2025Q1: 35,654 shares; 2025Q2: 37,411 shares; 2025Q3: 37,304 shares; 2025Q4: 31,627 shares; 2026Q1: 43,990 shares 43,990 $1.81M 0.03% +12,363 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 20,766 shares; 2025Q1: 28,872 shares; 2025Q2: 34,746 shares; 2025Q3: 34,381 shares; 2025Q4: 29,028 shares; 2026Q1: 31,199 shares 31,199 $1.81M 0.03% +2,171 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,785 shares; 2024Q4: 76,387 shares; 2025Q1: 91,784 shares; 2025Q2: 100,898 shares; 2025Q3: 106,950 shares; 2025Q4: 123,969 shares; 2026Q1: 239,614 shares 239,614 $1.8M 0.03% +115,645 Timeline DJUN 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: 38,270 shares; 2024Q4: 37,558 shares; 2025Q1: 35,087 shares; 2025Q2: 36,392 shares; 2025Q3: 36,392 shares; 2025Q4: 35,283 shares; 2026Q1: 38,109 shares 38,109 $1.79M 0.03% +2,826 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: 25,872 shares; 2024Q4: 70,907 shares; 2025Q1: 156,350 shares; 2025Q2: 160,373 shares; 2025Q3: 131,624 shares; 2025Q4: 124,937 shares; 2026Q1: 31,902 shares 31,902 $1.79M 0.03% -93,035 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 43,913 shares; 2025Q1: 29,328 shares; 2025Q2: 26,165 shares; 2025Q3: 15,513 shares; 2025Q4: 48,384 shares; 2026Q1: 46,464 shares 46,464 $1.79M 0.03% -1,920 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 23,015 shares 23,015 $1.78M 0.03% +22,780 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 6,952 shares; 2025Q1: 9,410 shares; 2025Q2: 10,760 shares; 2025Q3: 8,512 shares; 2025Q4: 8,444 shares; 2026Q1: 14,731 shares 14,731 $1.78M 0.03% +6,287 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,252 shares; 2024Q4: 28,599 shares; 2025Q1: 36,115 shares; 2025Q2: 35,388 shares; 2025Q3: 34,200 shares; 2025Q4: 38,905 shares; 2026Q1: 47,404 shares 47,404 $1.78M 0.03% +8,499 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,977 shares; 2025Q3: 2,939 shares; 2025Q4: 3,213 shares; 2026Q1: 8,122 shares 8,122 $1.78M 0.03% +4,909 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: 6,897 shares; 2024Q4: 6,945 shares; 2025Q1: 6,993 shares; 2025Q2: 7,023 shares; 2025Q3: 7,280 shares; 2025Q4: 6,932 shares; 2026Q1: 13,099 shares 13,099 $1.77M 0.03% +6,167 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,987 shares; 2025Q1: 11,311 shares; 2025Q2: 11,994 shares; 2025Q3: 12,562 shares; 2025Q4: 13,565 shares; 2026Q1: 58,981 shares 58,981 $1.77M 0.03% +45,416 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 761 shares; 2025Q4: 11,446 shares; 2026Q1: 49,472 shares 49,472 $1.77M 0.03% +38,026 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: 3,038 shares; 2025Q2: 3,230 shares; 2025Q3: 3,367 shares; 2025Q4: 3,320 shares; 2026Q1: 8,193 shares 8,193 $1.75M 0.03% +4,873 Timeline XLY 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: 10,633 shares; 2024Q4: 10,712 shares; 2025Q1: 10,270 shares; 2025Q2: 8,745 shares; 2025Q3: 8,243 shares; 2025Q4: 11,919 shares; 2026Q1: 16,022 shares 16,022 $1.75M 0.03% +4,103 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,699 shares; 2024Q4: 19,582 shares; 2025Q1: 20,027 shares; 2025Q2: 19,609 shares; 2025Q3: 20,703 shares; 2025Q4: 21,739 shares; 2026Q1: 32,397 shares 32,397 $1.75M 0.03% +10,658 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: 15,837 shares; 2025Q1: 15,321 shares; 2025Q2: 14,287 shares; 2025Q3: 13,229 shares; 2025Q4: 11,345 shares; 2026Q1: 15,794 shares 15,794 $1.74M 0.03% +4,449 Timeline PTLC 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: 22,449 shares; 2024Q4: 26,906 shares; 2025Q1: 53,077 shares; 2025Q2: 67,984 shares; 2025Q3: 32,240 shares; 2025Q4: 29,914 shares; 2026Q1: 33,181 shares 33,181 $1.74M 0.03% +3,267 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: 14,860 shares; 2024Q4: 12,584 shares; 2025Q1: 11,108 shares; 2025Q2: 12,189 shares; 2025Q3: 11,691 shares; 2025Q4: 9,890 shares; 2026Q1: 7,412 shares 7,412 $1.73M 0.03% -2,478 Timeline SILJ 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: 34,390 shares; 2025Q2: 37,200 shares; 2025Q3: 37,348 shares; 2025Q4: 39,113 shares; 2026Q1: 58,295 shares 58,295 $1.73M 0.03% +19,182 Timeline NFEB 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: 60,890 shares; 2025Q2: 60,093 shares; 2025Q3: 59,999 shares; 2025Q4: 59,566 shares; 2026Q1: 62,883 shares 62,883 $1.72M 0.03% +3,317 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: 822 shares; 2024Q4: 839 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 848 shares; 2025Q4: 903 shares; 2026Q1: 992 shares 992 $1.72M 0.03% +89 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,723 shares; 2025Q1: 1,826 shares; 2025Q2: 1,871 shares; 2025Q3: 1,752 shares; 2025Q4: 1,644 shares; 2026Q1: 3,182 shares 3,182 $1.71M 0.03% +1,538 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,440 shares; 2025Q2: 32,624 shares; 2025Q3: 38,020 shares; 2025Q4: 35,383 shares; 2026Q1: 37,184 shares 37,184 $1.71M 0.03% +1,801 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 206 shares; 2025Q3: 348 shares; 2025Q4: 1,062 shares; 2026Q1: 4,371 shares 4,371 $1.7M 0.03% +3,309 Timeline IXJ 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: 171 shares; 2025Q1: 340 shares; 2025Q2: 1,077 shares; 2025Q3: 2,358 shares; 2025Q4: 15,989 shares; 2026Q1: 18,143 shares 18,143 $1.7M 0.03% +2,154 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,499 shares; 2024Q4: 59,985 shares; 2025Q1: 65,038 shares; 2025Q2: 67,025 shares; 2025Q3: 71,353 shares; 2025Q4: 72,680 shares; 2026Q1: 137,879 shares 137,879 $1.7M 0.03% +65,199 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: 1,471 shares; 2024Q4: 2,676 shares; 2025Q1: 22,257 shares; 2025Q2: 43,805 shares; 2025Q3: 28,348 shares; 2025Q4: 28,605 shares; 2026Q1: 24,338 shares 24,338 $1.69M 0.03% -4,267 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: 24,598 shares; 2024Q4: 25,370 shares; 2025Q1: 30,732 shares; 2025Q2: 28,092 shares; 2025Q3: 29,021 shares; 2025Q4: 26,990 shares; 2026Q1: 35,460 shares 35,460 $1.69M 0.03% +8,470 Timeline MFLX 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: 143,194 shares; 2024Q4: 115,174 shares; 2025Q1: 107,301 shares; 2025Q2: 96,527 shares; 2025Q3: 120,919 shares; 2025Q4: 121,659 shares; 2026Q1: 100,429 shares 100,429 $1.68M 0.03% -21,230 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: 35,171 shares; 2024Q4: 36,177 shares; 2025Q1: 34,706 shares; 2025Q2: 35,177 shares; 2025Q3: 35,772 shares; 2025Q4: 34,030 shares; 2026Q1: 37,860 shares 37,860 $1.67M 0.03% +3,830 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 19,465 shares; 2025Q1: 18,544 shares; 2025Q2: 16,304 shares; 2025Q3: 26,277 shares; 2025Q4: 27,229 shares; 2026Q1: 35,782 shares 35,782 $1.67M 0.03% +8,553 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,383 shares; 2025Q1: 21,248 shares; 2025Q2: 21,953 shares; 2025Q3: 48,657 shares; 2025Q4: 62,155 shares; 2026Q1: 65,924 shares 65,924 $1.67M 0.03% +3,769 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 16,231 shares; 2025Q1: 14,465 shares; 2025Q2: 24,974 shares; 2025Q3: 25,184 shares; 2025Q4: 22,338 shares; 2026Q1: 35,820 shares 35,820 $1.66M 0.03% +13,482 Timeline LIT 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: 3,826 shares; 2024Q4: 3,113 shares; 2025Q1: 2,593 shares; 2025Q2: 2,154 shares; 2025Q3: 1,690 shares; 2025Q4: 1,576 shares; 2026Q1: 22,284 shares 22,284 $1.66M 0.03% +20,708 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: 3,307 shares; 2024Q4: 3,465 shares; 2025Q1: 4,810 shares; 2025Q2: 5,041 shares; 2025Q3: 5,728 shares; 2025Q4: 6,480 shares; 2026Q1: 28,194 shares 28,194 $1.66M 0.03% +21,714 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: 15,252 shares; 2024Q4: 14,361 shares; 2025Q1: 12,542 shares; 2025Q2: 10,953 shares; 2025Q3: 10,302 shares; 2025Q4: 10,336 shares; 2026Q1: 30,991 shares 30,991 $1.65M 0.03% +20,655 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,522 shares; 2025Q2: 2,976 shares; 2025Q3: 1,685 shares; 2025Q4: 2,493 shares; 2026Q1: 3,560 shares 3,560 $1.64M 0.03% +1,067 Timeline IWD 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: 6,076 shares; 2024Q4: 6,075 shares; 2025Q1: 6,076 shares; 2025Q2: 5,775 shares; 2025Q3: 5,762 shares; 2025Q4: 6,252 shares; 2026Q1: 7,666 shares 7,666 $1.64M 0.03% +1,414 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: 19,584 shares; 2024Q4: 19,414 shares; 2025Q1: 13,173 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 13,247 shares; 2026Q1: 34,483 shares 34,483 $1.63M 0.03% +21,236 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: 15,940 shares; 2024Q4: 16,993 shares; 2025Q1: 18,178 shares; 2025Q2: 18,565 shares; 2025Q3: 19,195 shares; 2025Q4: 20,740 shares; 2026Q1: 27,317 shares 27,317 $1.61M 0.02% +6,577 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 6,019 shares; 2025Q4: 51,254 shares; 2026Q1: 60,271 shares 60,271 $1.61M 0.02% +9,017 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,679 shares; 2025Q4: 50,520 shares; 2026Q1: 62,736 shares 62,736 $1.61M 0.02% +12,216 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: 3,902 shares; 2024Q4: 3,905 shares; 2025Q1: 6,593 shares; 2025Q2: 6,766 shares; 2025Q3: 6,678 shares; 2025Q4: 8,096 shares; 2026Q1: 21,906 shares 21,906 $1.6M 0.02% +13,810 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 57,162 shares; 2025Q1: 65,889 shares; 2025Q2: 67,311 shares; 2025Q3: 68,052 shares; 2025Q4: 61,288 shares; 2026Q1: 81,490 shares 81,490 $1.6M 0.02% +20,202 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 13,230 shares; 2025Q2: 15,061 shares; 2025Q3: 162 shares; 2025Q4: 59,412 shares; 2026Q1: 59,817 shares 59,817 $1.59M 0.02% +405 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,920 shares; 2025Q3: 1,929 shares; 2025Q4: 2,632 shares; 2026Q1: 28,853 shares 28,853 $1.58M 0.02% +26,221 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 210 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 253 shares; 2025Q4: 322 shares; 2026Q1: 1,142 shares 1,142 $1.57M 0.02% +820 Timeline 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: 5,970 shares; 2024Q4: 4,491 shares; 2025Q1: 9,471 shares; 2025Q2: 14,901 shares; 2025Q3: 22,585 shares; 2025Q4: 24,218 shares; 2026Q1: 61,564 shares 61,564 $1.57M 0.02% +37,346 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,407 shares; 2025Q1: 3,034 shares; 2025Q2: 3,121 shares; 2025Q3: 2,950 shares; 2025Q4: 4,356 shares; 2026Q1: 8,418 shares 8,418 $1.57M 0.02% +4,062 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: 14,506 shares; 2024Q4: 13,994 shares; 2025Q1: 12,015 shares; 2025Q2: 11,616 shares; 2025Q3: 11,746 shares; 2025Q4: 11,076 shares; 2026Q1: 11,045 shares 11,045 $1.57M 0.02% -31 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 40,089 shares; 2025Q1: 43,202 shares; 2025Q2: 49,370 shares; 2025Q3: 52,638 shares; 2025Q4: 58,315 shares; 2026Q1: 126,672 shares 126,672 $1.56M 0.02% +68,357 Timeline BUL 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: not reported; 2024Q4: 1,975 shares; 2025Q1: 4,830 shares; 2025Q2: 15,866 shares; 2025Q3: 17,589 shares; 2025Q4: 20,345 shares; 2026Q1: 28,858 shares 28,858 $1.56M 0.02% +8,513 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,951 shares; 2024Q4: 51,076 shares; 2025Q1: 51,076 shares; 2025Q2: 51,076 shares; 2025Q3: 80,866 shares; 2025Q4: 96,870 shares; 2026Q1: 206,694 shares 206,694 $1.56M 0.02% +109,824 Timeline SCHM 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: 13,264 shares; 2024Q4: 41,505 shares; 2025Q1: 42,063 shares; 2025Q2: 39,824 shares; 2025Q3: 39,509 shares; 2025Q4: 38,705 shares; 2026Q1: 50,266 shares 50,266 $1.56M 0.02% +11,561 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,271 shares; 2025Q2: 9,759 shares; 2025Q3: 23,144 shares; 2025Q4: 35,300 shares; 2026Q1: 61,663 shares 61,663 $1.56M 0.02% +26,363 Timeline VCEB 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: 19,969 shares; 2024Q4: 20,230 shares; 2025Q1: 22,449 shares; 2025Q2: 20,321 shares; 2025Q3: 20,972 shares; 2025Q4: 22,276 shares; 2026Q1: 24,645 shares 24,645 $1.55M 0.02% +2,369 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 5,246 shares; 2025Q1: 6,672 shares; 2025Q2: 7,318 shares; 2025Q3: 8,062 shares; 2025Q4: 20,420 shares; 2026Q1: 33,093 shares 33,093 $1.54M 0.02% +12,673 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: 3,063 shares; 2024Q4: 3,827 shares; 2025Q1: 6,980 shares; 2025Q2: 7,172 shares; 2025Q3: 7,514 shares; 2025Q4: 9,325 shares; 2026Q1: 14,260 shares 14,260 $1.54M 0.02% +4,935 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: 16,334 shares; 2024Q4: 18,238 shares; 2025Q1: 16,919 shares; 2025Q2: 20,076 shares; 2025Q3: 25,674 shares; 2025Q4: 27,653 shares; 2026Q1: 29,571 shares 29,571 $1.54M 0.02% +1,918 Timeline FXR 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: 36,246 shares; 2024Q4: 34,666 shares; 2025Q1: 45,396 shares; 2025Q2: 47,725 shares; 2025Q3: 19,291 shares; 2025Q4: 18,225 shares; 2026Q1: 18,809 shares 18,809 $1.54M 0.02% +584 Timeline FESM 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: 19,159 shares; 2024Q4: 36,184 shares; 2025Q1: 118,881 shares; 2025Q2: 42,606 shares; 2025Q3: 44,425 shares; 2025Q4: 35,776 shares; 2026Q1: 40,253 shares 40,253 $1.53M 0.02% +4,477 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: 31,600 shares; 2024Q4: 30,098 shares; 2025Q1: 33,215 shares; 2025Q2: 32,521 shares; 2025Q3: 30,348 shares; 2025Q4: 33,965 shares; 2026Q1: 41,075 shares 41,075 $1.53M 0.02% +7,110 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: 2,738 shares; 2024Q4: 2,797 shares; 2025Q1: 2,820 shares; 2025Q2: 2,668 shares; 2025Q3: 2,729 shares; 2025Q4: 2,818 shares; 2026Q1: 4,764 shares 4,764 $1.53M 0.02% +1,946 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,676 shares; 2025Q1: 1,696 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares; 2025Q4: 1,509 shares; 2026Q1: 3,078 shares 3,078 $1.53M 0.02% +1,569 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 11,540 shares; 2025Q4: 15,430 shares; 2026Q1: 30,651 shares 30,651 $1.53M 0.02% +15,221 Timeline IEF 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: 4,065 shares; 2024Q4: 4,565 shares; 2025Q1: 2,890 shares; 2025Q2: 3,122 shares; 2025Q3: 10,978 shares; 2025Q4: 10,809 shares; 2026Q1: 15,975 shares 15,975 $1.52M 0.02% +5,166 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 44,297 shares; 2025Q1: 43,717 shares; 2025Q2: 17,753 shares; 2025Q3: 18,545 shares; 2025Q4: 18,158 shares; 2026Q1: 10,487 shares 10,487 $1.52M 0.02% -7,671 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: 2,639 shares; 2024Q4: 2,662 shares; 2025Q1: 5,044 shares; 2025Q2: 5,711 shares; 2025Q3: 7,320 shares; 2025Q4: 6,676 shares; 2026Q1: 20,714 shares 20,714 $1.51M 0.02% +14,038 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: 3,528 shares; 2024Q4: 10,438 shares; 2025Q1: 11,494 shares; 2025Q2: 14,586 shares; 2025Q3: 18,474 shares; 2025Q4: 16,513 shares; 2026Q1: 49,566 shares 49,566 $1.51M 0.02% +33,053 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,465 shares; 2025Q1: 6,291 shares; 2025Q2: 5,883 shares; 2025Q3: 5,916 shares; 2025Q4: 7,397 shares; 2026Q1: 9,799 shares 9,799 $1.5M 0.02% +2,402 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: 20,071 shares; 2024Q4: 21,986 shares; 2025Q1: 19,367 shares; 2025Q2: 21,191 shares; 2025Q3: 21,224 shares; 2025Q4: 20,791 shares; 2026Q1: 86,340 shares 86,340 $1.5M 0.02% +65,549 Timeline QMAR 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: 57,751 shares; 2024Q4: 52,777 shares; 2025Q1: 52,611 shares; 2025Q2: 50,455 shares; 2025Q3: 46,727 shares; 2025Q4: 46,459 shares; 2026Q1: 44,472 shares 44,472 $1.5M 0.02% -1,987 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: 28,921 shares; 2024Q4: 28,921 shares; 2025Q1: 55,047 shares; 2025Q2: 59,228 shares; 2025Q3: 62,242 shares; 2025Q4: 61,150 shares; 2026Q1: 145,153 shares 145,153 $1.5M 0.02% +84,003 Timeline XLC 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: 14,265 shares; 2024Q4: 12,946 shares; 2025Q1: 13,207 shares; 2025Q2: 10,411 shares; 2025Q3: 10,363 shares; 2025Q4: 10,490 shares; 2026Q1: 13,483 shares 13,483 $1.49M 0.02% +2,993 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 2,788 shares; 2025Q1: 3,116 shares; 2025Q2: 2,563 shares; 2025Q3: 1,483 shares; 2025Q4: 1,393 shares; 2026Q1: 26,825 shares 26,825 $1.49M 0.02% +25,432 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 27,751 shares; 2025Q1: 32,616 shares; 2025Q2: 38,755 shares; 2025Q3: 49,876 shares; 2025Q4: 60,226 shares; 2026Q1: 70,984 shares 70,984 $1.49M 0.02% +10,758 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: 140 shares; 2024Q4: 136 shares; 2025Q1: 222 shares; 2025Q2: 187 shares; 2025Q3: 15,136 shares; 2025Q4: 1,275 shares; 2026Q1: 5,516 shares 5,516 $1.49M 0.02% +4,241 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: 6,564 shares; 2024Q4: 6,965 shares; 2025Q1: 6,787 shares; 2025Q2: 9,265 shares; 2025Q3: 10,541 shares; 2025Q4: 11,247 shares; 2026Q1: 15,220 shares 15,220 $1.49M 0.02% +3,973 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: 25,065 shares; 2024Q4: 24,799 shares; 2025Q1: 24,499 shares; 2025Q2: 22,778 shares; 2025Q3: 23,121 shares; 2025Q4: 22,190 shares; 2026Q1: 24,604 shares 24,604 $1.48M 0.02% +2,414 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: 21,110 shares; 2024Q4: 21,805 shares; 2025Q1: 23,251 shares; 2025Q2: 23,609 shares; 2025Q3: 23,123 shares; 2025Q4: 15,236 shares; 2026Q1: 15,478 shares 15,478 $1.48M 0.02% +242 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: 19,131 shares; 2024Q4: 35,398 shares; 2025Q1: 35,586 shares; 2025Q2: 36,709 shares; 2025Q3: 41,262 shares; 2025Q4: 37,883 shares; 2026Q1: 50,919 shares 50,919 $1.48M 0.02% +13,036 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,363 shares; 2024Q4: 43,264 shares; 2025Q1: 54,918 shares; 2025Q2: 55,208 shares; 2025Q3: 55,696 shares; 2025Q4: 52,350 shares; 2026Q1: 72,287 shares 72,287 $1.48M 0.02% +19,937 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,834 shares; 2025Q1: 3,002 shares; 2025Q2: 2,821 shares; 2025Q3: 3,156 shares; 2025Q4: 2,620 shares; 2026Q1: 5,919 shares 5,919 $1.46M 0.02% +3,299 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: 1,560 shares; 2024Q4: 1,537 shares; 2025Q1: 1,521 shares; 2025Q2: 1,513 shares; 2025Q3: 1,550 shares; 2025Q4: 1,470 shares; 2026Q1: 1,998 shares 1,998 $1.46M 0.02% +528 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: 2,377 shares; 2024Q4: 2,523 shares; 2025Q1: 2,499 shares; 2025Q2: 2,503 shares; 2025Q3: 2,260 shares; 2025Q4: 1,398 shares; 2026Q1: 5,070 shares 5,070 $1.46M 0.02% +3,672 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,035 shares; 2025Q2: 47,038 shares; 2025Q3: 42,642 shares; 2025Q4: 26,865 shares; 2026Q1: 53,341 shares 53,341 $1.45M 0.02% +26,476 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 56,002 shares; 2025Q1: 56,509 shares; 2025Q2: 84,320 shares; 2025Q3: 44,208 shares; 2025Q4: 48,876 shares; 2026Q1: 43,265 shares 43,265 $1.45M 0.02% -5,611 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 7,948 shares; 2025Q1: 10,851 shares; 2025Q2: 13,938 shares; 2025Q3: 14,834 shares; 2025Q4: 15,501 shares; 2026Q1: 32,383 shares 32,383 $1.45M 0.02% +16,882 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: 2,316 shares; 2024Q4: 2,367 shares; 2025Q1: 3,517 shares; 2025Q2: 2,767 shares; 2025Q3: 2,753 shares; 2025Q4: 2,747 shares; 2026Q1: 12,049 shares 12,049 $1.44M 0.02% +9,302 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,107 shares; 2025Q1: 4,102 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares; 2026Q1: 7,768 shares 7,768 $1.44M 0.02% +3,666 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: 8,754 shares; 2025Q1: 17,781 shares; 2025Q2: 24,484 shares; 2025Q3: 25,504 shares; 2025Q4: 25,391 shares; 2026Q1: 37,015 shares 37,015 $1.43M 0.02% +11,624 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,888 shares; 2024Q4: 23,493 shares; 2025Q1: 22,791 shares; 2025Q2: 21,525 shares; 2025Q3: 21,382 shares; 2025Q4: 18,927 shares; 2026Q1: 49,699 shares 49,699 $1.43M 0.02% +30,772 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 6,438 shares; 2025Q1: 6,115 shares; 2025Q2: 5,958 shares; 2025Q3: 5,960 shares; 2025Q4: 6,208 shares; 2026Q1: 9,688 shares 9,688 $1.43M 0.02% +3,480 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,888 shares; 2024Q4: 26,793 shares; 2025Q1: 17,867 shares; 2025Q2: 22,970 shares; 2025Q3: 22,819 shares; 2025Q4: 25,510 shares; 2026Q1: 30,008 shares 30,008 $1.42M 0.02% +4,498 Timeline SPVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,613 shares 20,613 $1.42M 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 2,098 shares; 2025Q1: 2,386 shares; 2025Q2: 2,390 shares; 2025Q3: 2,513 shares; 2025Q4: 14,193 shares; 2026Q1: 12,610 shares 12,610 $1.42M 0.02% -1,583 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 1,021 shares; 2026Q1: 50,440 shares 50,440 $1.42M 0.02% +49,419 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,204 shares; 2025Q1: 13,974 shares; 2025Q2: 13,928 shares; 2025Q3: 19,534 shares; 2025Q4: 21,539 shares; 2026Q1: 25,885 shares 25,885 $1.42M 0.02% +4,346 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,273 shares; 2024Q4: 36,831 shares; 2025Q1: 39,910 shares; 2025Q2: 43,184 shares; 2025Q3: 44,628 shares; 2025Q4: 40,245 shares; 2026Q1: 50,923 shares 50,923 $1.42M 0.02% +10,678 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: 6,602 shares; 2024Q4: 5,806 shares; 2025Q1: 5,698 shares; 2025Q2: 5,767 shares; 2025Q3: 5,705 shares; 2025Q4: 6,364 shares; 2026Q1: 6,990 shares 6,990 $1.4M 0.02% +626 Timeline CLIP 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: 20,819 shares; 2024Q4: 43,375 shares; 2025Q1: 98,888 shares; 2025Q2: 95,649 shares; 2025Q3: 99,931 shares; 2025Q4: 108,491 shares; 2026Q1: 13,968 shares 13,968 $1.4M 0.02% -94,523 Timeline DRIV 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: 3,999 shares; 2024Q4: 2,955 shares; 2025Q1: 2,760 shares; 2025Q2: 1,746 shares; 2025Q3: 1,773 shares; 2025Q4: 1,521 shares; 2026Q1: 45,871 shares 45,871 $1.4M 0.02% +44,350 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,306 shares; 2025Q1: 3,756 shares; 2025Q2: 4,339 shares; 2025Q3: 4,170 shares; 2025Q4: 4,795 shares; 2026Q1: 10,395 shares 10,395 $1.4M 0.02% +5,600 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,061 shares; 2024Q4: 72,936 shares; 2025Q1: 85,316 shares; 2025Q2: 93,086 shares; 2025Q3: 98,454 shares; 2025Q4: 98,819 shares; 2026Q1: 239,919 shares 239,919 $1.4M 0.02% +141,100 Timeline MTGP 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: 13,669 shares; 2024Q4: 13,763 shares; 2025Q1: 15,842 shares; 2025Q2: 17,580 shares; 2025Q3: 22,342 shares; 2025Q4: 25,535 shares; 2026Q1: 31,580 shares 31,580 $1.4M 0.02% +6,045 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,307 shares; 2024Q4: 31,023 shares; 2025Q1: 34,021 shares; 2025Q2: 28,423 shares; 2025Q3: 27,309 shares; 2025Q4: 21,801 shares; 2026Q1: 40,931 shares 40,931 $1.4M 0.02% +19,130 Timeline JMST 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: 10,962 shares; 2024Q4: 10,800 shares; 2025Q1: 12,475 shares; 2025Q2: 29,919 shares; 2025Q3: 34,760 shares; 2025Q4: 32,614 shares; 2026Q1: 27,323 shares 27,323 $1.39M 0.02% -5,291 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,753 shares; 2025Q3: 29,261 shares; 2025Q4: 31,531 shares; 2026Q1: 28,727 shares 28,727 $1.39M 0.02% -2,804 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 10,239 shares; 2025Q1: 9,886 shares; 2025Q2: 12,617 shares; 2025Q3: 10,302 shares; 2025Q4: 10,727 shares; 2026Q1: 11,382 shares 11,382 $1.39M 0.02% +655 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,192 shares; 2024Q4: 20,620 shares; 2025Q1: 19,987 shares; 2025Q2: 22,985 shares; 2025Q3: 14,685 shares; 2025Q4: 15,526 shares; 2026Q1: 26,165 shares 26,165 $1.38M 0.02% +10,639 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 436 shares; 2025Q3: 449 shares; 2025Q4: 452 shares; 2026Q1: 13,067 shares 13,067 $1.38M 0.02% +12,615 Timeline PEXL 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: 52,153 shares; 2024Q4: 54,653 shares; 2025Q1: 23,166 shares; 2025Q2: 24,148 shares; 2025Q3: 24,430 shares; 2025Q4: 23,034 shares; 2026Q1: 23,519 shares 23,519 $1.38M 0.02% +485 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 2,978 shares; 2025Q1: 2,262 shares; 2025Q2: 2,669 shares; 2025Q3: 2,879 shares; 2025Q4: 3,195 shares; 2026Q1: 15,918 shares 15,918 $1.38M 0.02% +12,723 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 6,735 shares; 2025Q1: 5,061 shares; 2025Q2: 4,906 shares; 2025Q3: 7,013 shares; 2025Q4: 11,161 shares; 2026Q1: 13,800 shares 13,800 $1.38M 0.02% +2,639 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,287 shares; 2025Q1: 6,874 shares; 2025Q2: 6,845 shares; 2025Q3: 6,802 shares; 2025Q4: 6,283 shares; 2026Q1: 10,514 shares 10,514 $1.38M 0.02% +4,231 Timeline RSPF 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: 17,271 shares; 2024Q4: 16,949 shares; 2025Q1: 16,676 shares; 2025Q2: 16,597 shares; 2025Q3: 16,303 shares; 2025Q4: 15,818 shares; 2026Q1: 19,272 shares 19,272 $1.38M 0.02% +3,454 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,618 shares; 2025Q2: 4,197 shares; 2025Q3: 3,716 shares; 2025Q4: 4,129 shares; 2026Q1: 7,308 shares 7,308 $1.38M 0.02% +3,179 Timeline FXU 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: 218,477 shares; 2024Q4: 214,270 shares; 2025Q1: 12,248 shares; 2025Q2: 19,443 shares; 2025Q3: 7,423 shares; 2025Q4: 7,953 shares; 2026Q1: 27,676 shares 27,676 $1.37M 0.02% +19,723 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 7,967 shares; 2025Q1: 11,348 shares; 2025Q2: 11,992 shares; 2025Q3: 12,163 shares; 2025Q4: 17,594 shares; 2026Q1: 21,050 shares 21,050 $1.37M 0.02% +3,456 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 4,616 shares; 2025Q1: 4,246 shares; 2025Q2: 4,071 shares; 2025Q3: 4,732 shares; 2025Q4: 4,859 shares; 2026Q1: 8,525 shares 8,525 $1.37M 0.02% +3,666 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 41,086 shares; 2025Q1: 24,957 shares; 2025Q2: 24,156 shares; 2025Q3: 13,948 shares; 2025Q4: 46,085 shares; 2026Q1: 41,035 shares 41,035 $1.37M 0.02% -5,050 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 964 shares; 2025Q1: 817 shares; 2025Q2: 723 shares; 2025Q3: 1,049 shares; 2025Q4: 21,842 shares; 2026Q1: 21,167 shares 21,167 $1.36M 0.02% -675 Timeline BATT 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: 1,950 shares; 2024Q4: 325 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 90,932 shares 90,932 $1.35M 0.02% +90,647 Timeline PBW 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: 590 shares; 2024Q4: 239 shares; 2025Q1: 189 shares; 2025Q2: 158 shares; 2025Q3: 122 shares; 2025Q4: 30 shares; 2026Q1: 42,746 shares 42,746 $1.35M 0.02% +42,716 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,000 shares; 2025Q2: 1,200 shares; 2025Q3: 1,033 shares; 2025Q4: 9,044 shares; 2026Q1: 56,686 shares 56,686 $1.35M 0.02% +47,642 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266,410 shares; 2026Q1: 62,663 shares 62,663 $1.34M 0.02% -203,747 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,059 shares; 2025Q1: 2,397 shares; 2025Q2: 2,371 shares; 2025Q3: 2,324 shares; 2025Q4: 2,434 shares; 2026Q1: 13,425 shares 13,425 $1.34M 0.02% +10,991 Timeline FV 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: 28,405 shares; 2024Q4: 27,494 shares; 2025Q1: 26,576 shares; 2025Q2: 26,298 shares; 2025Q3: 25,572 shares; 2025Q4: 24,207 shares; 2026Q1: 22,056 shares 22,056 $1.33M 0.02% -2,151 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: 11,326 shares; 2024Q4: 22,953 shares; 2025Q1: 4,000 shares; 2025Q2: 11,101 shares; 2025Q3: 13,395 shares; 2025Q4: 4,413 shares; 2026Q1: 13,907 shares 13,907 $1.33M 0.02% +9,494 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 16,958 shares; 2025Q1: 16,441 shares; 2025Q2: 14,734 shares; 2025Q3: 15,043 shares; 2025Q4: 15,005 shares; 2026Q1: 11,218 shares 11,218 $1.33M 0.02% -3,787 Timeline EOCT 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: 1,236 shares; 2024Q4: 8,032 shares; 2025Q1: 8,852 shares; 2025Q2: 8,247 shares; 2025Q3: 390 shares; 2025Q4: 38,181 shares; 2026Q1: 41,507 shares 41,507 $1.33M 0.02% +3,326 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 20,170 shares; 2025Q1: 20,164 shares; 2025Q2: 20,507 shares; 2025Q3: 21,049 shares; 2025Q4: 20,134 shares; 2026Q1: 28,173 shares 28,173 $1.32M 0.02% +8,039 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: 62,099 shares; 2024Q4: 68,117 shares; 2025Q1: 70,580 shares; 2025Q2: 68,896 shares; 2025Q3: 68,714 shares; 2025Q4: 70,088 shares; 2026Q1: 83,166 shares 83,166 $1.32M 0.02% +13,078 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,268 shares; 2025Q2: 3,605 shares; 2025Q3: 4,415 shares; 2025Q4: 4,891 shares; 2026Q1: 6,343 shares 6,343 $1.32M 0.02% +1,452 Timeline FEMB 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: 9,683 shares; 2024Q4: 3,995 shares; 2025Q1: 4,589 shares; 2025Q2: 4,234 shares; 2025Q3: 23,405 shares; 2025Q4: 38,057 shares; 2026Q1: 45,813 shares 45,813 $1.32M 0.02% +7,756 Timeline TOCT 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: 36,210 shares; 2026Q1: 49,959 shares 49,959 $1.31M 0.02% +13,749 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 3,342 shares; 2025Q2: 3,142 shares; 2025Q3: 3,481 shares; 2025Q4: 4,049 shares; 2026Q1: 6,458 shares 6,458 $1.31M 0.02% +2,409 Timeline SPHD 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: 4,216 shares; 2024Q4: 4,068 shares; 2025Q1: 4,070 shares; 2025Q2: 3,945 shares; 2025Q3: 3,724 shares; 2025Q4: 4,692 shares; 2026Q1: 26,357 shares 26,357 $1.31M 0.02% +21,665 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: 18,252 shares; 2025Q3: 15,236 shares; 2025Q4: 13,744 shares; 2026Q1: 32,110 shares 32,110 $1.31M 0.02% +18,366 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,974 shares; 2024Q4: 104,116 shares; 2025Q1: 107,466 shares; 2025Q2: 106,417 shares; 2025Q3: 108,135 shares; 2025Q4: 109,550 shares; 2026Q1: 137,459 shares 137,459 $1.3M 0.02% +27,909 Timeline OCTM 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: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 12,102 shares; 2026Q1: 40,009 shares 40,009 $1.3M 0.02% +27,907 Timeline DDFD 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: 46,051 shares; 2026Q1: 68,449 shares 68,449 $1.3M 0.02% +22,398 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 18,884 shares; 2025Q1: 19,070 shares; 2025Q2: 21,633 shares; 2025Q3: 21,692 shares; 2025Q4: 23,388 shares; 2026Q1: 93,432 shares 93,432 $1.29M 0.02% +70,044 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,730 shares; 2025Q4: 22,547 shares; 2026Q1: 29,198 shares 29,198 $1.29M 0.02% +6,651 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,149 shares; 2025Q1: 17,649 shares; 2025Q2: 24,515 shares; 2025Q3: 27,465 shares; 2025Q4: 30,884 shares; 2026Q1: 31,761 shares 31,761 $1.27M 0.02% +877 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: 2,074,353 shares; 2024Q4: 2,093,739 shares; 2025Q1: 1,888,115 shares; 2025Q2: 48,786 shares; 2025Q3: 34,659 shares; 2025Q4: 29,406 shares; 2026Q1: 28,411 shares 28,411 $1.27M 0.02% -995 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,867 shares; 2026Q1: 22,368 shares 22,368 $1.27M 0.02% +1,501 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,684 shares; 2024Q4: 30,082 shares; 2025Q1: 31,118 shares; 2025Q2: 31,775 shares; 2025Q3: 32,912 shares; 2025Q4: 21,010 shares; 2026Q1: 33,656 shares 33,656 $1.27M 0.02% +12,646 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 25,475 shares 25,475 $1.27M 0.02% +24,031 Timeline KDEC 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: 6,324 shares; 2025Q1: 6,324 shares; 2025Q2: 6,239 shares; 2025Q3: 26,418 shares; 2025Q4: 47,484 shares; 2026Q1: 49,475 shares 49,475 $1.27M 0.02% +1,991 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: 12,801 shares; 2024Q4: 12,156 shares; 2025Q1: 6,649 shares; 2025Q2: 6,559 shares; 2025Q3: 7,293 shares; 2025Q4: 9,733 shares; 2026Q1: 20,549 shares 20,549 $1.27M 0.02% +10,816 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,410 shares 13,410 $1.27M 0.02% new Timeline XJUN 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: 56,448 shares; 2024Q4: 63,436 shares; 2025Q1: 54,517 shares; 2025Q2: 53,437 shares; 2025Q3: 45,692 shares; 2025Q4: 29,804 shares; 2026Q1: 29,448 shares 29,448 $1.27M 0.02% -356 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 3,048 shares; 2025Q2: 3,139 shares; 2025Q3: 3,855 shares; 2025Q4: 7,936 shares; 2026Q1: 20,039 shares 20,039 $1.25M 0.02% +12,103 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,538 shares; 2024Q4: 47,236 shares; 2025Q1: 51,866 shares; 2025Q2: 52,042 shares; 2025Q3: 58,085 shares; 2025Q4: 61,724 shares; 2026Q1: 76,058 shares 76,058 $1.25M 0.02% +14,334 Timeline SPGP 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: 4,927 shares; 2024Q4: 4,544 shares; 2025Q1: 3,741 shares; 2025Q2: 3,810 shares; 2025Q3: 3,880 shares; 2025Q4: 13,425 shares; 2026Q1: 11,590 shares 11,590 $1.25M 0.02% -1,835 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: 12,289 shares; 2024Q4: 12,848 shares; 2025Q1: 11,184 shares; 2025Q2: 10,918 shares; 2025Q3: 10,191 shares; 2025Q4: 10,376 shares; 2026Q1: 16,604 shares 16,604 $1.24M 0.02% +6,228 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,021 shares; 2025Q4: 27,021 shares; 2026Q1: 27,021 shares 27,021 $1.23M 0.02% 0 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 44,942 shares; 2025Q1: 47,227 shares; 2025Q2: 48,227 shares; 2025Q3: 50,264 shares; 2025Q4: 53,902 shares; 2026Q1: 56,202 shares 56,202 $1.22M 0.02% +2,300 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 4,082 shares; 2025Q2: 4,082 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 13,640 shares 13,640 $1.22M 0.02% +8,644 Timeline FLRT 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: 7,723 shares; 2024Q4: 6,851 shares; 2025Q1: 11,344 shares; 2025Q2: 12,434 shares; 2025Q3: 14,968 shares; 2025Q4: 15,710 shares; 2026Q1: 26,308 shares 26,308 $1.22M 0.02% +10,598 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 20,038 shares; 2025Q1: 23,136 shares; 2025Q2: 22,783 shares; 2025Q3: 25,023 shares; 2025Q4: 28,068 shares; 2026Q1: 33,551 shares 33,551 $1.22M 0.02% +5,483 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: 5,378 shares; 2024Q4: 5,269 shares; 2025Q1: 5,461 shares; 2025Q2: 5,683 shares; 2025Q3: 4,756 shares; 2025Q4: 10,646 shares; 2026Q1: 11,731 shares 11,731 $1.22M 0.02% +1,085 Timeline FMHI 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: 21,916 shares; 2024Q4: 13,300 shares; 2025Q1: 13,747 shares; 2025Q2: 13,580 shares; 2025Q3: 12,680 shares; 2025Q4: 18,305 shares; 2026Q1: 25,423 shares 25,423 $1.21M 0.02% +7,118 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: 3,835 shares; 2024Q4: 3,843 shares; 2025Q1: 3,860 shares; 2025Q2: 4,017 shares; 2025Q3: 4,252 shares; 2025Q4: 4,629 shares; 2026Q1: 8,231 shares 8,231 $1.2M 0.02% +3,602 Timeline QCJA 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: 6,625 shares; 2025Q2: 44,101 shares; 2025Q3: 46,066 shares; 2025Q4: 44,978 shares; 2026Q1: 55,435 shares 55,435 $1.19M 0.02% +10,457 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 249 shares; 2025Q1: 149 shares; 2025Q2: 89 shares; 2025Q3: 51 shares; 2025Q4: 590 shares; 2026Q1: 4,685 shares 4,685 $1.19M 0.02% +4,095 Timeline REMX 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: 273 shares; 2024Q4: 274 shares; 2025Q1: 251 shares; 2025Q2: 154 shares; 2025Q3: 909 shares; 2025Q4: 6,898 shares; 2026Q1: 13,522 shares 13,522 $1.19M 0.02% +6,624 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 20,778 shares; 2026Q1: 20,503 shares 20,503 $1.19M 0.02% -275 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,126 shares; 2024Q4: 52,520 shares; 2025Q1: 57,518 shares; 2025Q2: 58,793 shares; 2025Q3: 59,405 shares; 2025Q4: 40,378 shares; 2026Q1: 60,455 shares 60,455 $1.18M 0.02% +20,077 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,734 shares; 2025Q1: 42,154 shares; 2025Q2: 46,854 shares; 2025Q3: 44,631 shares; 2025Q4: 44,631 shares; 2026Q1: 60,881 shares 60,881 $1.18M 0.02% +16,250 Timeline QQMG 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: 23,862 shares; 2024Q4: 22,645 shares; 2025Q1: 23,364 shares; 2025Q2: 26,932 shares; 2025Q3: 28,028 shares; 2025Q4: 27,751 shares; 2026Q1: 29,621 shares 29,621 $1.17M 0.02% +1,870 Timeline PTNQ 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: 12,075 shares; 2024Q4: 12,998 shares; 2025Q1: 13,506 shares; 2025Q2: 13,933 shares; 2025Q3: 13,397 shares; 2025Q4: 13,140 shares; 2026Q1: 16,052 shares 16,052 $1.17M 0.02% +2,912 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 17,409 shares; 2025Q1: 17,339 shares; 2025Q2: 17,255 shares; 2025Q3: 17,421 shares; 2025Q4: 17,408 shares; 2026Q1: 17,155 shares 17,155 $1.17M 0.02% -253 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 50,735 shares; 2025Q1: 65,120 shares; 2025Q2: 95,441 shares; 2025Q3: 101,692 shares; 2025Q4: 111,596 shares; 2026Q1: 5,627 shares 5,627 $1.16M 0.02% -105,969 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 70,167 shares; 2026Q1: 67,904 shares 67,904 $1.15M 0.02% -2,263 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: 10,064 shares; 2024Q4: 11,793 shares; 2025Q1: 11,703 shares; 2025Q2: 12,013 shares; 2025Q3: 12,284 shares; 2025Q4: 11,928 shares; 2026Q1: 20,602 shares 20,602 $1.15M 0.02% +8,674 Timeline EMHC 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: 16,780 shares; 2024Q4: 18,167 shares; 2025Q1: 27,164 shares; 2025Q2: 30,488 shares; 2025Q3: 36,034 shares; 2025Q4: 37,945 shares; 2026Q1: 46,351 shares 46,351 $1.15M 0.02% +8,406 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,650 shares; 2025Q1: 1,153 shares; 2025Q2: 715 shares; 2025Q3: 1,547 shares; 2025Q4: 1,558 shares; 2026Q1: 12,136 shares 12,136 $1.15M 0.02% +10,578 Timeline FNDB 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: 2,438 shares; 2024Q4: 7,348 shares; 2025Q1: 7,380 shares; 2025Q2: 7,412 shares; 2025Q3: 7,443 shares; 2025Q4: 7,477 shares; 2026Q1: 42,166 shares 42,166 $1.15M 0.02% +34,689 Timeline JPME 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: 6,689 shares; 2024Q4: 6,863 shares; 2025Q1: 6,722 shares; 2025Q2: 6,754 shares; 2025Q3: 6,938 shares; 2025Q4: 7,019 shares; 2026Q1: 10,004 shares 10,004 $1.15M 0.02% +2,985 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 8,138 shares; 2025Q1: 8,053 shares; 2025Q2: 6,958 shares; 2025Q3: 6,863 shares; 2025Q4: 6,955 shares; 2026Q1: 6,347 shares 6,347 $1.14M 0.02% -608 Timeline ZOCT 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: 18,019 shares; 2025Q1: 17,227 shares; 2025Q2: 17,227 shares; 2025Q3: 14,190 shares; 2025Q4: 57,206 shares; 2026Q1: 42,051 shares 42,051 $1.12M 0.02% -15,155 Timeline PATN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 39,580 shares 39,580 $1.12M 0.02% +38,530 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 28,586 shares 28,586 $1.12M 0.02% +28,571 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,743 shares; 2025Q1: 10,249 shares; 2025Q2: 9,644 shares; 2025Q3: 9,212 shares; 2025Q4: 9,645 shares; 2026Q1: 10,763 shares 10,763 $1.11M 0.02% +1,118 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: 8,987 shares; 2024Q4: 8,873 shares; 2025Q1: 8,842 shares; 2025Q2: 8,903 shares; 2025Q3: 8,687 shares; 2025Q4: 8,659 shares; 2026Q1: 9,285 shares 9,285 $1.11M 0.02% +626 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,683 shares; 2025Q1: 3,037 shares; 2025Q2: 3,142 shares; 2025Q3: 4,027 shares; 2025Q4: 4,527 shares; 2026Q1: 6,742 shares 6,742 $1.11M 0.02% +2,215 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 346 shares; 2025Q1: 337 shares; 2025Q2: 363 shares; 2025Q3: 410 shares; 2025Q4: 2,098 shares; 2026Q1: 2,563 shares 2,563 $1.11M 0.02% +465 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: 2,045 shares; 2024Q4: 2,196 shares; 2025Q1: 2,218 shares; 2025Q2: 2,481 shares; 2025Q3: 2,632 shares; 2025Q4: 3,125 shares; 2026Q1: 23,823 shares 23,823 $1.11M 0.02% +20,698 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 3,165 shares; 2025Q1: 3,343 shares; 2025Q2: 3,358 shares; 2025Q3: 8,238 shares; 2025Q4: 3,838 shares; 2026Q1: 6,329 shares 6,329 $1.11M 0.02% +2,491 Timeline FAUG 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: 12,228 shares; 2024Q4: 10,318 shares; 2025Q1: 10,153 shares; 2025Q2: 9,752 shares; 2025Q3: 27,867 shares; 2025Q4: 26,639 shares; 2026Q1: 21,320 shares 21,320 $1.1M 0.02% -5,319 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 13,815 shares 13,815 $1.1M 0.02% +13,757 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: 4,868 shares; 2024Q4: 4,702 shares; 2025Q1: 4,627 shares; 2025Q2: 5,173 shares; 2025Q3: 6,333 shares; 2025Q4: 7,582 shares; 2026Q1: 10,952 shares 10,952 $1.1M 0.02% +3,370 Timeline DFIV 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 683 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 20,886 shares 20,886 $1.1M 0.02% +19,870 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,163 shares; 2024Q4: 70,136 shares; 2025Q1: 78,920 shares; 2025Q2: 96,248 shares; 2025Q3: 105,712 shares; 2025Q4: 109,642 shares; 2026Q1: 169,301 shares 169,301 $1.1M 0.02% +59,659 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,581 shares; 2025Q3: 76,206 shares; 2025Q4: 77,333 shares; 2026Q1: 30,283 shares 30,283 $1.1M 0.02% -47,050 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 8,906 shares; 2025Q1: 9,000 shares; 2025Q2: 9,325 shares; 2025Q3: 10,035 shares; 2025Q4: 11,652 shares; 2026Q1: 13,856 shares 13,856 $1.09M 0.02% +2,204 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: 4,215 shares; 2024Q4: 3,486 shares; 2025Q1: 3,948 shares; 2025Q2: 3,977 shares; 2025Q3: 4,068 shares; 2025Q4: 4,009 shares; 2026Q1: 5,496 shares 5,496 $1.09M 0.02% +1,487 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 55,401 shares; 2025Q1: 60,948 shares; 2025Q2: 50,496 shares; 2025Q3: 51,372 shares; 2025Q4: 21,027 shares; 2026Q1: 38,786 shares 38,786 $1.08M 0.02% +17,759 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: 20,057 shares; 2024Q4: 21,015 shares; 2025Q1: 20,359 shares; 2025Q2: 21,229 shares; 2025Q3: 21,015 shares; 2025Q4: 22,922 shares; 2026Q1: 23,719 shares 23,719 $1.08M 0.02% +797 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: 8,163 shares; 2024Q4: 9,642 shares; 2025Q1: 10,359 shares; 2025Q2: 13,267 shares; 2025Q3: 13,179 shares; 2025Q4: 29,834 shares; 2026Q1: 15,116 shares 15,116 $1.08M 0.02% -14,718 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 21,677 shares; 2025Q1: 21,201 shares; 2025Q2: 20,430 shares; 2025Q3: 19,371 shares; 2025Q4: 17,760 shares; 2026Q1: 28,770 shares 28,770 $1.08M 0.02% +11,010 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 168 shares; 2025Q1: 102 shares; 2025Q2: 95 shares; 2025Q3: 51 shares; 2025Q4: 8,200 shares; 2026Q1: 8,093 shares 8,093 $1.06M 0.02% -107 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: 1,033 shares; 2024Q4: 1,128 shares; 2025Q1: 1,150 shares; 2025Q2: 1,101 shares; 2025Q3: 1,201 shares; 2025Q4: 1,181 shares; 2026Q1: 3,332 shares 3,332 $1.06M 0.02% +2,151 Timeline SPHY 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: 17,801 shares; 2024Q4: 21,216 shares; 2025Q1: 22,364 shares; 2025Q2: 23,574 shares; 2025Q3: 33,667 shares; 2025Q4: 34,797 shares; 2026Q1: 45,427 shares 45,427 $1.06M 0.02% +10,630 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 971 shares; 2025Q1: 2,238 shares; 2025Q2: 4,376 shares; 2025Q3: 4,554 shares; 2025Q4: 6,311 shares; 2026Q1: 4,220 shares 4,220 $1.06M 0.02% -2,091 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: 53 shares; 2025Q1: 5,117 shares; 2025Q2: 5,639 shares; 2025Q3: 5,662 shares; 2025Q4: 6,325 shares; 2026Q1: 8,798 shares 8,798 $1.06M 0.02% +2,473 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,599 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,474 shares; 2025Q4: 3,409 shares; 2026Q1: 6,498 shares 6,498 $1.05M 0.02% +3,089 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,109 shares; 2025Q1: 2,117 shares; 2025Q2: 2,139 shares; 2025Q3: 2,169 shares; 2025Q4: 2,071 shares; 2026Q1: 2,934 shares 2,934 $1.05M 0.02% +863 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 22,238 shares; 2025Q1: 25,358 shares; 2025Q2: 25,265 shares; 2025Q3: 24,352 shares; 2025Q4: 21,803 shares; 2026Q1: 55,226 shares 55,226 $1.05M 0.02% +33,423 Timeline DFAC 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: 10,226 shares; 2024Q4: 10,226 shares; 2025Q1: 10,848 shares; 2025Q2: 12,069 shares; 2025Q3: 12,069 shares; 2025Q4: 11,799 shares; 2026Q1: 26,888 shares 26,888 $1.04M 0.02% +15,089 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: 12,300 shares; 2024Q4: 12,220 shares; 2025Q1: 12,228 shares; 2025Q2: 13,905 shares; 2025Q3: 5,337 shares; 2025Q4: 5,158 shares; 2026Q1: 12,302 shares 12,302 $1.04M 0.02% +7,144 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1,000 shares; 2025Q3: 25,090 shares; 2025Q4: 45,874 shares; 2026Q1: 85,144 shares 85,144 $1.04M 0.02% +39,270 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: 13,325 shares; 2024Q4: 16,464 shares; 2025Q1: 17,479 shares; 2025Q2: 17,860 shares; 2025Q3: 16,716 shares; 2025Q4: 15,049 shares; 2026Q1: 14,393 shares 14,393 $1.03M 0.02% -656 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,091 shares; 2025Q1: 6,870 shares; 2025Q2: 6,950 shares; 2025Q3: 6,171 shares; 2025Q4: 11,181 shares; 2026Q1: 21,005 shares 21,005 $1.03M 0.02% +9,824 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares; 2026Q1: 8,907 shares 8,907 $1.03M 0.02% +6,400 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: 3,652 shares; 2024Q4: 3,696 shares; 2025Q1: 3,760 shares; 2025Q2: 3,228 shares; 2025Q3: 3,093 shares; 2025Q4: 3,053 shares; 2026Q1: 3,936 shares 3,936 $1.02M 0.02% +883 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: 783 shares; 2024Q4: 878 shares; 2025Q1: 887 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 895 shares; 2026Q1: 8,073 shares 8,073 $1.02M 0.02% +7,178 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 21,052 shares; 2025Q1: 21,726 shares; 2025Q2: 29,343 shares; 2025Q3: 50,002 shares; 2025Q4: 38,892 shares; 2026Q1: 26,339 shares 26,339 $1.02M 0.02% -12,553 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: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 4,313 shares; 2025Q3: 4,406 shares; 2025Q4: 8,806 shares; 2026Q1: 64,136 shares 64,136 $1.02M 0.02% +55,330 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,540 shares 31,540 $1.01M 0.02% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 6,861 shares; 2025Q1: 6,368 shares; 2025Q2: 7,520 shares; 2025Q3: 7,642 shares; 2025Q4: 7,667 shares; 2026Q1: 19,906 shares 19,906 $1.01M 0.02% +12,239 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: 13,593 shares; 2024Q4: 12,632 shares; 2025Q1: 13,817 shares; 2025Q2: 12,222 shares; 2025Q3: 10,542 shares; 2025Q4: 20,747 shares; 2026Q1: 64,475 shares 64,475 $1.01M 0.02% +43,728 Timeline PAUG 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: 26,364 shares; 2024Q4: 19,768 shares; 2025Q1: 18,101 shares; 2025Q2: 17,445 shares; 2025Q3: 23,174 shares; 2025Q4: 13,488 shares; 2026Q1: 23,526 shares 23,526 $1.01M 0.02% +10,038 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 12,790 shares; 2025Q1: 18,624 shares; 2025Q2: 22,193 shares; 2025Q3: 25,778 shares; 2025Q4: 25,276 shares; 2026Q1: 30,960 shares 30,960 $1M 0.02% +5,684 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: not reported; 2026Q1: 80,225 shares 80,225 $1M 0.02% new 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: 2,057 shares; 2024Q4: 1,888 shares; 2025Q1: 1,739 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 2,819 shares; 2026Q1: 3,426 shares 3,426 $1M 0.02% +607 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 2,970 shares; 2025Q1: 2,021 shares; 2025Q2: 2,112 shares; 2025Q3: 3,804 shares; 2025Q4: 3,709 shares; 2026Q1: 10,657 shares 10,657 $994K 0.02% +6,948 Timeline SPLB 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: 15,817 shares; 2024Q4: 15,603 shares; 2025Q1: 52,612 shares; 2025Q2: 64,527 shares; 2025Q3: 6,471 shares; 2025Q4: 16,476 shares; 2026Q1: 44,719 shares 44,719 $994K 0.02% +28,243 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,622 shares; 2024Q4: 31,738 shares; 2025Q1: 31,290 shares; 2025Q2: 32,021 shares; 2025Q3: 30,090 shares; 2025Q4: 27,302 shares; 2026Q1: 22,010 shares 22,010 $992K 0.02% -5,292 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING 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: 40,911 shares 40,911 $986K 0.02% new CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,416 shares; 2024Q4: 60,153 shares; 2025Q1: 57,293 shares; 2025Q2: 54,119 shares; 2025Q3: 54,584 shares; 2025Q4: 55,908 shares; 2026Q1: 57,589 shares 57,589 $986K 0.02% +1,681 Timeline SGOV 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: 2,589 shares; 2024Q4: 3,067 shares; 2025Q1: 3,030 shares; 2025Q2: 7,017 shares; 2025Q3: 7,093 shares; 2025Q4: 5,137 shares; 2026Q1: 9,781 shares 9,781 $985K 0.02% +4,644 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,481 shares; 2024Q4: 68,461 shares; 2025Q1: 44,123 shares; 2025Q2: 21,382 shares; 2025Q3: 43,120 shares; 2025Q4: 35,168 shares; 2026Q1: 30,555 shares 30,555 $982K 0.02% -4,613 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: 3,735 shares; 2024Q4: 5,713 shares; 2025Q1: 14,809 shares; 2025Q2: 15,186 shares; 2025Q3: 17,133 shares; 2025Q4: 18,543 shares; 2026Q1: 19,780 shares 19,780 $977K 0.02% +1,237 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,586 shares; 2024Q4: 21,679 shares; 2025Q1: 21,776 shares; 2025Q2: 25,352 shares; 2025Q3: 27,400 shares; 2025Q4: 25,945 shares; 2026Q1: 98,926 shares 98,926 $976K 0.02% +72,981 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,347 shares; 2025Q1: 2,381 shares; 2025Q2: 2,479 shares; 2025Q3: 2,742 shares; 2025Q4: 3,870 shares; 2026Q1: 4,726 shares 4,726 $975K 0.02% +856 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,715 shares; 2025Q2: 45,137 shares; 2025Q3: 45,096 shares; 2025Q4: 27,615 shares; 2026Q1: 32,071 shares 32,071 $972K 0.02% +4,456 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,972 shares; 2025Q3: 24,803 shares; 2025Q4: 28,595 shares; 2026Q1: 29,445 shares 29,445 $970K 0.01% +850 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 7,818 shares; 2025Q1: 7,607 shares; 2025Q2: 7,596 shares; 2025Q3: 7,620 shares; 2025Q4: 7,750 shares; 2026Q1: 10,287 shares 10,287 $967K 0.01% +2,537 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: 960 shares; 2024Q4: 1,209 shares; 2025Q1: 1,860 shares; 2025Q2: 3,771 shares; 2025Q3: 3,959 shares; 2025Q4: 3,196 shares; 2026Q1: 6,427 shares 6,427 $966K 0.01% +3,231 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 918 shares; 2025Q2: 1,220 shares; 2025Q3: 1,216 shares; 2025Q4: 1,730 shares; 2026Q1: 20,023 shares 20,023 $965K 0.01% +18,293 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: 27,583 shares; 2024Q4: 21,653 shares; 2025Q1: 20,452 shares; 2025Q2: 20,030 shares; 2025Q3: 18,948 shares; 2025Q4: 16,659 shares; 2026Q1: 15,112 shares 15,112 $963K 0.01% -1,547 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,495 shares; 2025Q1: 3,371 shares; 2025Q2: 3,234 shares; 2025Q3: 3,286 shares; 2025Q4: 2,957 shares; 2026Q1: 6,045 shares 6,045 $960K 0.01% +3,088 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 46,466 shares; 2025Q1: 28,275 shares; 2025Q2: 45,812 shares; 2025Q3: 45,976 shares; 2025Q4: 51,350 shares; 2026Q1: 74,415 shares 74,415 $953K 0.01% +23,065 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,694 shares; 2025Q1: 4,012 shares; 2025Q2: 7,318 shares; 2025Q3: 9,084 shares; 2025Q4: 9,851 shares; 2026Q1: 11,861 shares 11,861 $950K 0.01% +2,010 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: 38,326 shares; 2024Q4: 67,560 shares; 2025Q1: 93,261 shares; 2025Q2: 95,834 shares; 2025Q3: 97,399 shares; 2025Q4: 101,207 shares; 2026Q1: 28,406 shares 28,406 $946K 0.01% -72,801 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 6,694 shares; 2025Q1: 6,605 shares; 2025Q2: 6,740 shares; 2025Q3: 8,507 shares; 2025Q4: 8,686 shares; 2026Q1: 20,053 shares 20,053 $946K 0.01% +11,367 Timeline NULG 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: 3,113 shares; 2024Q4: 3,208 shares; 2025Q1: 3,127 shares; 2025Q2: 5,933 shares; 2025Q3: 8,574 shares; 2025Q4: 10,447 shares; 2026Q1: 10,367 shares 10,367 $943K 0.01% -80 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,198 shares; 2024Q4: 48,459 shares; 2025Q1: 46,092 shares; 2025Q2: 42,882 shares; 2025Q3: 40,704 shares; 2025Q4: 38,774 shares; 2026Q1: 43,124 shares 43,124 $942K 0.01% +4,350 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 5,416 shares; 2025Q1: 5,877 shares; 2025Q2: 4,966 shares; 2025Q3: 5,187 shares; 2025Q4: 5,591 shares; 2026Q1: 13,110 shares 13,110 $942K 0.01% +7,519 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: 7,246 shares; 2024Q4: 7,279 shares; 2025Q1: 7,289 shares; 2025Q2: 7,528 shares; 2025Q3: 7,525 shares; 2025Q4: 4,997 shares; 2026Q1: 7,757 shares 7,757 $940K 0.01% +2,760 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 15,141 shares; 2025Q1: 13,480 shares; 2025Q2: 12,819 shares; 2025Q3: 13,378 shares; 2025Q4: 14,284 shares; 2026Q1: 21,837 shares 21,837 $940K 0.01% +7,553 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: 33,255 shares; 2024Q4: 39,260 shares; 2025Q1: 26,694 shares; 2025Q2: 8,289 shares; 2025Q3: 6,239 shares; 2025Q4: 10,289 shares; 2026Q1: 37,867 shares 37,867 $939K 0.01% +27,578 Timeline SCMB 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: 504 shares; 2025Q1: 4,592 shares; 2025Q2: 9,252 shares; 2025Q3: 10,929 shares; 2025Q4: 11,873 shares; 2026Q1: 36,775 shares 36,775 $937K 0.01% +24,902 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 31,847 shares 31,847 $937K 0.01% new Timeline GJAN 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: 11,412 shares; 2024Q4: 9,554 shares; 2025Q1: 10,813 shares; 2025Q2: 10,659 shares; 2025Q3: 10,467 shares; 2025Q4: 5,550 shares; 2026Q1: 22,352 shares 22,352 $937K 0.01% +16,802 Timeline XOCT 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: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,873 shares; 2026Q1: 25,123 shares 25,123 $936K 0.01% +17,250 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 1,115 shares; 2025Q4: 8,509 shares; 2026Q1: 27,019 shares 27,019 $934K 0.01% +18,510 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 4,985 shares 4,985 $934K 0.01% +4,896 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 28,553 shares; 2025Q1: 41,684 shares; 2025Q2: 42,292 shares; 2025Q3: 42,670 shares; 2025Q4: 40,435 shares; 2026Q1: 49,932 shares 49,932 $932K 0.01% +9,497 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540,290 shares; 2024Q4: 63,710 shares; 2025Q1: 47,846 shares; 2025Q2: 16,764 shares; 2025Q3: 12,568 shares; 2025Q4: 10,460 shares; 2026Q1: 11,832 shares 11,832 $931K 0.01% +1,372 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,061 shares; 2025Q1: 13,200 shares; 2025Q2: 19,554 shares; 2025Q3: 34,311 shares; 2025Q4: 36,346 shares; 2026Q1: 16,984 shares 16,984 $926K 0.01% -19,362 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,480 shares; 2025Q1: 3,267 shares; 2025Q2: 3,211 shares; 2025Q3: 3,242 shares; 2025Q4: 3,409 shares; 2026Q1: 8,178 shares 8,178 $926K 0.01% +4,769 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 393 shares; 2025Q1: 441 shares; 2025Q2: 452 shares; 2025Q3: 457 shares; 2025Q4: 496 shares; 2026Q1: 623 shares 623 $918K 0.01% +127 Timeline FLQM 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: 16,876 shares; 2024Q4: 21,310 shares; 2025Q1: 28,403 shares; 2025Q2: 13,575 shares; 2025Q3: 15,284 shares; 2025Q4: 16,085 shares; 2026Q1: 16,669 shares 16,669 $916K 0.01% +584 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,950 shares; 2025Q2: 4,780 shares; 2025Q3: 8,253 shares; 2025Q4: 7,050 shares; 2026Q1: 7,866 shares 7,866 $915K 0.01% +816 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 3,376 shares; 2025Q1: 4,230 shares; 2025Q2: 8,102 shares; 2025Q3: 10,490 shares; 2025Q4: 11,319 shares; 2026Q1: 12,469 shares 12,469 $906K 0.01% +1,150 Timeline GOCT 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: 4,177 shares; 2024Q4: 5,091 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 1,499 shares; 2025Q4: 15,878 shares; 2026Q1: 23,458 shares 23,458 $906K 0.01% +7,580 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 733 shares; 2025Q1: 929 shares; 2025Q2: 911 shares; 2025Q3: 1,004 shares; 2025Q4: 803 shares; 2026Q1: 4,566 shares 4,566 $903K 0.01% +3,763 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: 1,294 shares; 2024Q4: 2,877 shares; 2025Q1: 5,072 shares; 2025Q2: 9,857 shares; 2025Q3: 11,310 shares; 2025Q4: 8,094 shares; 2026Q1: 7,677 shares 7,677 $903K 0.01% -417 Timeline SPTI 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: 287 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 12,568 shares; 2025Q3: 15,278 shares; 2025Q4: 15,232 shares; 2026Q1: 31,506 shares 31,506 $903K 0.01% +16,274 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 16,744 shares 16,744 $899K 0.01% +16,077 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,169 shares; 2024Q4: 19,106 shares; 2025Q1: 18,823 shares; 2025Q2: 18,746 shares; 2025Q3: 20,644 shares; 2025Q4: 32,006 shares; 2026Q1: 39,432 shares 39,432 $893K 0.01% +7,426 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 13,904 shares; 2025Q1: 15,578 shares; 2025Q2: 15,812 shares; 2025Q3: 16,900 shares; 2025Q4: 18,912 shares; 2026Q1: 25,423 shares 25,423 $888K 0.01% +6,511 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: 7,289 shares; 2024Q4: 7,155 shares; 2025Q1: 8,514 shares; 2025Q2: 7,738 shares; 2025Q3: 9,647 shares; 2025Q4: 9,873 shares; 2026Q1: 21,586 shares 21,586 $886K 0.01% +11,713 Timeline FAB 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: 7,896 shares; 2024Q4: 7,748 shares; 2025Q1: 7,749 shares; 2025Q2: 7,501 shares; 2025Q3: 7,502 shares; 2025Q4: 7,142 shares; 2026Q1: 9,333 shares 9,333 $882K 0.01% +2,191 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 16 shares; 2026Q1: 13,229 shares 13,229 $879K 0.01% +13,213 Timeline ACWX 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 81 shares; 2025Q4: 15 shares; 2026Q1: 12,796 shares 12,796 $876K 0.01% +12,781 Timeline NXTG 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: 8,913 shares; 2024Q4: 8,457 shares; 2025Q1: 7,852 shares; 2025Q2: 7,697 shares; 2025Q3: 7,518 shares; 2025Q4: 7,216 shares; 2026Q1: 7,814 shares 7,814 $875K 0.01% +598 Timeline FTQI 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: 53,371 shares; 2024Q4: 83,881 shares; 2025Q1: 45,380 shares; 2025Q2: 37,746 shares; 2025Q3: 24,676 shares; 2025Q4: 22,224 shares; 2026Q1: 43,884 shares 43,884 $874K 0.01% +21,660 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: 11,132 shares; 2024Q4: 9,014 shares; 2025Q1: 9,026 shares; 2025Q2: 8,137 shares; 2025Q3: 8,091 shares; 2025Q4: 6,504 shares; 2026Q1: 23,784 shares 23,784 $874K 0.01% +17,280 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: 3,391 shares; 2024Q4: 30,512 shares; 2025Q1: 31,501 shares; 2025Q2: 37,754 shares; 2025Q3: 28,855 shares; 2025Q4: 28,707 shares; 2026Q1: 18,890 shares 18,890 $872K 0.01% -9,817 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,847 shares; 2024Q4: 29,408 shares; 2025Q1: 25,588 shares; 2025Q2: 22,955 shares; 2025Q3: 19,188 shares; 2025Q4: 17,721 shares; 2026Q1: 17,909 shares 17,909 $868K 0.01% +188 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 2,547 shares; 2026Q1: 2,418 shares 2,418 $868K 0.01% -129 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 758 shares; 2025Q1: 937 shares; 2025Q2: 1,951 shares; 2025Q3: 1,211 shares; 2025Q4: 1,329 shares; 2026Q1: 2,760 shares 2,760 $867K 0.01% +1,431 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,624 shares; 2025Q1: 4,588 shares; 2025Q2: 4,276 shares; 2025Q3: 4,233 shares; 2025Q4: 4,236 shares; 2026Q1: 4,394 shares 4,394 $866K 0.01% +158 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 12,419 shares; 2025Q1: 10,709 shares; 2025Q2: 4,202 shares; 2025Q3: 5,189 shares; 2025Q4: 6,625 shares; 2026Q1: 12,788 shares 12,788 $864K 0.01% +6,163 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 8,131 shares 8,131 $858K 0.01% +7,955 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: 1,246 shares; 2024Q4: 1,465 shares; 2025Q1: 1,513 shares; 2025Q2: 1,540 shares; 2025Q3: 1,306 shares; 2025Q4: 1,320 shares; 2026Q1: 10,499 shares 10,499 $858K 0.01% +9,179 Timeline SFEB 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: 122,458 shares; 2024Q4: 130,025 shares; 2025Q1: 154,644 shares; 2025Q2: 167,535 shares; 2025Q3: 38,763 shares; 2025Q4: 22,748 shares; 2026Q1: 35,978 shares 35,978 $854K 0.01% +13,230 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,118 shares; 2025Q4: 97,817 shares; 2026Q1: 33,906 shares 33,906 $852K 0.01% -63,911 Timeline DFSE 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: 8,845 shares; 2024Q4: 8,846 shares; 2025Q1: 8,970 shares; 2025Q2: 9,453 shares; 2025Q3: 9,336 shares; 2025Q4: 8,249 shares; 2026Q1: 20,113 shares 20,113 $852K 0.01% +11,864 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 649 shares; 2025Q1: 656 shares; 2025Q2: 550 shares; 2025Q3: 437 shares; 2025Q4: 94 shares; 2026Q1: 49,469 shares 49,469 $852K 0.01% +49,375 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: 885 shares; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,475 shares; 2025Q3: 1,204 shares; 2025Q4: 1,300 shares; 2026Q1: 3,900 shares 3,900 $845K 0.01% +2,600 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,127 shares; 2025Q2: 16,246 shares; 2025Q3: 28,536 shares; 2025Q4: 30,897 shares; 2026Q1: 36,443 shares 36,443 $839K 0.01% +5,546 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 180 shares; 2025Q1: 191 shares; 2025Q2: 169 shares; 2025Q3: 197 shares; 2025Q4: 474 shares; 2026Q1: 2,308 shares 2,308 $839K 0.01% +1,834 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 6,878 shares; 2025Q1: 4,835 shares; 2025Q2: 4,735 shares; 2025Q3: 5,260 shares; 2025Q4: 45,480 shares; 2026Q1: 27,338 shares 27,338 $837K 0.01% -18,142 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: 1,742 shares; 2024Q4: 1,662 shares; 2025Q1: 1,658 shares; 2025Q2: 1,642 shares; 2025Q3: 1,750 shares; 2025Q4: 2,018 shares; 2026Q1: 4,105 shares 4,105 $834K 0.01% +2,087 Timeline AFGR 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: 53,832 shares; 2024Q4: 75,078 shares; 2025Q1: 31,415 shares; 2025Q2: 27,315 shares; 2025Q3: 26,659 shares; 2025Q4: 27,656 shares; 2026Q1: 26,562 shares 26,562 $833K 0.01% -1,094 Timeline IWO 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: 2,350 shares; 2024Q4: 2,336 shares; 2025Q1: 2,315 shares; 2025Q2: 2,577 shares; 2025Q3: 2,579 shares; 2025Q4: 2,704 shares; 2026Q1: 2,651 shares 2,651 $831K 0.01% -53 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 13,149 shares; 2025Q1: 2,204 shares; 2025Q2: 40,595 shares; 2025Q3: 38,729 shares; 2025Q4: 8,279 shares; 2026Q1: 23,061 shares 23,061 $830K 0.01% +14,782 Timeline JAJL 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: 26,773 shares; 2024Q4: 28,046 shares; 2025Q1: 16,944 shares; 2025Q2: 27,008 shares; 2025Q3: 25,354 shares; 2025Q4: 23,945 shares; 2026Q1: 28,484 shares 28,484 $828K 0.01% +4,539 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 34,584 shares 34,584 $826K 0.01% +33,713 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 195 shares; 2025Q1: 711 shares; 2025Q2: 844 shares; 2025Q3: 1,145 shares; 2025Q4: 1,193 shares; 2026Q1: 3,934 shares 3,934 $822K 0.01% +2,741 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES 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: not reported; 2026Q1: 36,476 shares 36,476 $820K 0.01% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 20,983 shares; 2025Q1: 21,466 shares; 2025Q2: 19,503 shares; 2025Q3: 15,107 shares; 2025Q4: 14,239 shares; 2026Q1: 16,000 shares 16,000 $819K 0.01% +1,761 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: 7,133 shares; 2024Q4: 7,906 shares; 2025Q1: 8,746 shares; 2025Q2: 7,843 shares; 2025Q3: 5,840 shares; 2025Q4: 5,616 shares; 2026Q1: 18,065 shares 18,065 $817K 0.01% +12,449 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 11,521 shares; 2025Q1: 11,477 shares; 2025Q2: 11,432 shares; 2025Q3: 11,740 shares; 2025Q4: 11,445 shares; 2026Q1: 11,856 shares 11,856 $817K 0.01% +411 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,107 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 39,173 shares; 2025Q4: 39,016 shares; 2026Q1: 48,736 shares 48,736 $815K 0.01% +9,720 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,243 shares 142,243 $812K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,485 shares; 2025Q1: 1,624 shares; 2025Q2: 1,804 shares; 2025Q3: 2,216 shares; 2025Q4: 2,519 shares; 2026Q1: 6,586 shares 6,586 $809K 0.01% +4,067 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,177 shares; 2025Q1: 9,854 shares; 2025Q2: 49,453 shares; 2025Q3: 23,133 shares; 2025Q4: 20,036 shares; 2026Q1: 18,002 shares 18,002 $808K 0.01% -2,034 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: 1,455 shares; 2024Q4: 2,068 shares; 2025Q1: 3,062 shares; 2025Q2: 3,071 shares; 2025Q3: 3,586 shares; 2025Q4: 2,924 shares; 2026Q1: 8,132 shares 8,132 $805K 0.01% +5,208 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,088 shares; 2024Q4: 28,088 shares; 2025Q1: 28,088 shares; 2025Q2: 28,088 shares; 2025Q3: 28,089 shares; 2025Q4: 291 shares; 2026Q1: 36,035 shares 36,035 $805K 0.01% +35,744 Timeline YSEP 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: 3,501 shares; 2024Q4: 8,889 shares; 2025Q1: 10,009 shares; 2025Q2: 3,007 shares; 2025Q3: 6,398 shares; 2025Q4: 18,418 shares; 2026Q1: 30,724 shares 30,724 $804K 0.01% +12,306 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,953 shares; 2025Q1: 5,817 shares; 2025Q2: 6,007 shares; 2025Q3: 5,591 shares; 2025Q4: 4,843 shares; 2026Q1: 17,543 shares 17,543 $803K 0.01% +12,700 Timeline FLQS 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: 19,045 shares; 2024Q4: 24,486 shares; 2025Q1: 26,527 shares; 2025Q2: 15,037 shares; 2025Q3: 17,818 shares; 2025Q4: 18,226 shares; 2026Q1: 18,797 shares 18,797 $802K 0.01% +571 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 8,193 shares; 2025Q1: 9,050 shares; 2025Q2: 8,712 shares; 2025Q3: 9,540 shares; 2025Q4: 10,463 shares; 2026Q1: 24,199 shares 24,199 $797K 0.01% +13,736 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,056 shares; 2024Q4: 18,318 shares; 2025Q1: 18,081 shares; 2025Q2: 12,998 shares; 2025Q3: 13,615 shares; 2025Q4: 14,265 shares; 2026Q1: 23,230 shares 23,230 $790K 0.01% +8,965 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 937 shares; 2025Q1: 468 shares; 2025Q2: 223 shares; 2025Q3: 403 shares; 2025Q4: 392 shares; 2026Q1: 5,750 shares 5,750 $789K 0.01% +5,358 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,290 shares; 2025Q1: 5,420 shares; 2025Q2: 5,331 shares; 2025Q3: 5,306 shares; 2025Q4: 4,781 shares; 2026Q1: 8,538 shares 8,538 $787K 0.01% +3,757 Timeline TBIL 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 14,546 shares; 2025Q2: 13,133 shares; 2025Q3: 13,135 shares; 2025Q4: 8,018 shares; 2026Q1: 15,736 shares 15,736 $785K 0.01% +7,718 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: 1,010 shares; 2024Q4: 860 shares; 2025Q1: 897 shares; 2025Q2: 954 shares; 2025Q3: 1,026 shares; 2025Q4: 1,455 shares; 2026Q1: 2,850 shares 2,850 $784K 0.01% +1,395 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,526 shares; 2024Q4: 34,968 shares; 2025Q1: 47,189 shares; 2025Q2: 46,365 shares; 2025Q3: 51,184 shares; 2025Q4: 19,130 shares; 2026Q1: 16,936 shares 16,936 $781K 0.01% -2,194 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 11,610 shares; 2025Q1: 10,516 shares; 2025Q2: 10,248 shares; 2025Q3: 10,211 shares; 2025Q4: 10,345 shares; 2026Q1: 15,413 shares 15,413 $781K 0.01% +5,068 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,563 shares 23,563 $779K 0.01% new Timeline LQD 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: 18,079 shares; 2024Q4: 3,279 shares; 2025Q1: 3,860 shares; 2025Q2: 3,628 shares; 2025Q3: 3,912 shares; 2025Q4: 3,846 shares; 2026Q1: 7,147 shares 7,147 $779K 0.01% +3,301 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: 13,635 shares; 2024Q4: 13,093 shares; 2025Q1: 12,728 shares; 2025Q2: 12,592 shares; 2025Q3: 11,901 shares; 2025Q4: 14,904 shares; 2026Q1: 28,249 shares 28,249 $776K 0.01% +13,345 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 21 shares; 2025Q1: 25 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 4,316 shares; 2026Q1: 4,982 shares 4,982 $775K 0.01% +666 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 974 shares; 2025Q1: 901 shares; 2025Q2: 563 shares; 2025Q3: 772 shares; 2025Q4: 1,735 shares; 2026Q1: 2,906 shares 2,906 $773K 0.01% +1,171 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,114 shares; 2024Q4: 17,548 shares; 2025Q1: 7,159 shares; 2025Q2: 6,500 shares; 2025Q3: 6,422 shares; 2025Q4: 5,620 shares; 2026Q1: 18,527 shares 18,527 $772K 0.01% +12,907 Timeline GSEP 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: 11,195 shares; 2024Q4: 12,415 shares; 2025Q1: 12,400 shares; 2025Q2: 8,450 shares; 2025Q3: 13,962 shares; 2025Q4: 12,366 shares; 2026Q1: 20,257 shares 20,257 $772K 0.01% +7,891 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: 8,883 shares; 2024Q4: 10,032 shares; 2025Q1: 4,286 shares; 2025Q2: 4,860 shares; 2025Q3: 4,555 shares; 2025Q4: 4,652 shares; 2026Q1: 7,995 shares 7,995 $771K 0.01% +3,343 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,984 shares; 2025Q1: 6,724 shares; 2025Q2: 7,380 shares; 2025Q3: 8,266 shares; 2025Q4: 7,922 shares; 2026Q1: 15,745 shares 15,745 $770K 0.01% +7,823 Timeline JVAL 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: 15,707 shares 15,707 $767K 0.01% new Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,811 shares; 2025Q3: 11,811 shares; 2025Q4: 12,158 shares; 2026Q1: 19,111 shares 19,111 $765K 0.01% +6,953 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,291 shares; 2025Q2: 40,673 shares; 2025Q3: 38,484 shares; 2025Q4: 35,616 shares; 2026Q1: 32,211 shares 32,211 $765K 0.01% -3,405 Timeline SHY 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: 3,196 shares; 2024Q4: 2,809 shares; 2025Q1: 3,880 shares; 2025Q2: 3,101 shares; 2025Q3: 3,119 shares; 2025Q4: 3,100 shares; 2026Q1: 9,184 shares 9,184 $758K 0.01% +6,084 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: 4,313 shares; 2024Q4: 3,960 shares; 2025Q1: 5,265 shares; 2025Q2: 5,274 shares; 2025Q3: 6,440 shares; 2025Q4: 9,103 shares; 2026Q1: 16,474 shares 16,474 $757K 0.01% +7,371 Timeline FFSM 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: 21,616 shares; 2024Q4: 21,988 shares; 2025Q1: 21,853 shares; 2025Q2: 23,088 shares; 2025Q3: 24,094 shares; 2025Q4: 23,707 shares; 2026Q1: 23,662 shares 23,662 $756K 0.01% -45 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: 2,928 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,018 shares; 2025Q3: 3,103 shares; 2025Q4: 2,912 shares; 2026Q1: 3,833 shares 3,833 $752K 0.01% +921 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,618 shares; 2024Q4: 34,156 shares; 2025Q1: 37,294 shares; 2025Q2: 44,101 shares; 2025Q3: 45,061 shares; 2025Q4: 49,615 shares; 2026Q1: 74,891 shares 74,891 $751K 0.01% +25,276 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,252 shares; 2025Q1: 1,235 shares; 2025Q2: 1,107 shares; 2025Q3: 1,378 shares; 2025Q4: 1,463 shares; 2026Q1: 4,175 shares 4,175 $750K 0.01% +2,712 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: 1,060 shares; 2024Q4: 1,012 shares; 2025Q1: 1,114 shares; 2025Q2: 1,819 shares; 2025Q3: 2,418 shares; 2025Q4: 2,936 shares; 2026Q1: 3,245 shares 3,245 $748K 0.01% +309 Timeline PMIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,900 shares; 2025Q4: 15,730 shares; 2026Q1: 14,805 shares 14,805 $748K 0.01% -925 Timeline TIPX 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: 20,929 shares; 2024Q4: 24,399 shares; 2025Q1: 22,038 shares; 2025Q2: 24,886 shares; 2025Q3: 28,735 shares; 2025Q4: 31,875 shares; 2026Q1: 38,894 shares 38,894 $746K 0.01% +7,019 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 15,427 shares; 2025Q1: 15,813 shares; 2025Q2: 17,320 shares; 2025Q3: 17,314 shares; 2025Q4: 18,856 shares; 2026Q1: 22,042 shares 22,042 $745K 0.01% +3,186 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 4,160 shares; 2025Q1: 5,460 shares; 2025Q2: 5,112 shares; 2025Q3: 6,157 shares; 2025Q4: 6,894 shares; 2026Q1: 14,871 shares 14,871 $741K 0.01% +7,977 Timeline PCEF 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: 6,836 shares; 2024Q4: 6,884 shares; 2025Q1: 6,934 shares; 2025Q2: 6,574 shares; 2025Q3: 31,856 shares; 2025Q4: 32,762 shares; 2026Q1: 39,389 shares 39,389 $741K 0.01% +6,627 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,388 shares; 2025Q1: 1,653 shares; 2025Q2: 2,148 shares; 2025Q3: 3,471 shares; 2025Q4: 5,176 shares; 2026Q1: 6,829 shares 6,829 $733K 0.01% +1,653 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: 4,774 shares; 2024Q4: 5,304 shares; 2025Q1: 16,135 shares; 2025Q2: 20,535 shares; 2025Q3: 24,009 shares; 2025Q4: 19,631 shares; 2026Q1: 15,335 shares 15,335 $732K 0.01% -4,296 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 12,308 shares; 2025Q1: 4,106 shares; 2025Q2: 3,805 shares; 2025Q3: 2,403 shares; 2025Q4: 2,708 shares; 2026Q1: 3,580 shares 3,580 $730K 0.01% +872 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: 911 shares; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 957 shares; 2025Q3: 963 shares; 2025Q4: 1,273 shares; 2026Q1: 4,216 shares 4,216 $725K 0.01% +2,943 Timeline IBUF 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: 6,233 shares; 2024Q4: 14,270 shares; 2025Q1: 15,005 shares; 2025Q2: 21,979 shares; 2025Q3: 21,979 shares; 2025Q4: 23,248 shares; 2026Q1: 24,462 shares 24,462 $722K 0.01% +1,214 Timeline WTMF 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: 7,807 shares; 2024Q4: 7,897 shares; 2025Q1: 9,683 shares; 2025Q2: 10,984 shares; 2025Q3: 13,490 shares; 2025Q4: 14,929 shares; 2026Q1: 18,104 shares 18,104 $718K 0.01% +3,175 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,879 shares; 2025Q1: 1,797 shares; 2025Q2: 1,792 shares; 2025Q3: 1,855 shares; 2025Q4: 2,010 shares; 2026Q1: 7,842 shares 7,842 $717K 0.01% +5,832 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,256 shares; 2025Q1: 1,375 shares; 2025Q2: 1,421 shares; 2025Q3: 2,101 shares; 2025Q4: 2,145 shares; 2026Q1: 3,623 shares 3,623 $715K 0.01% +1,478 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 12,560 shares; 2025Q2: 14,856 shares; 2025Q3: 22,593 shares; 2025Q4: 27,477 shares; 2026Q1: 32,064 shares 32,064 $714K 0.01% +4,587 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,189 shares; 2025Q1: 3,919 shares; 2025Q2: 2,966 shares; 2025Q3: 2,848 shares; 2025Q4: 3,881 shares; 2026Q1: 4,709 shares 4,709 $710K 0.01% +828 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: 1,149 shares; 2024Q4: 1,259 shares; 2025Q1: 1,445 shares; 2025Q2: 1,344 shares; 2025Q3: 1,249 shares; 2025Q4: 1,010 shares; 2026Q1: 4,505 shares 4,505 $709K 0.01% +3,495 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,845 shares; 2024Q4: 108,121 shares; 2025Q1: 71,944 shares; 2025Q2: 7,284 shares; 2025Q3: 6,450 shares; 2025Q4: 8,412 shares; 2026Q1: 9,319 shares 9,319 $709K 0.01% +907 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 23,719 shares; 2025Q1: 23,469 shares; 2025Q2: 23,658 shares; 2025Q3: 23,466 shares; 2025Q4: 23,475 shares; 2026Q1: 23,482 shares 23,482 $707K 0.01% +7 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,534 shares; 2024Q4: 74,762 shares; 2025Q1: 72,986 shares; 2025Q2: 72,964 shares; 2025Q3: 73,174 shares; 2025Q4: 71,126 shares; 2026Q1: 102,872 shares 102,872 $707K 0.01% +31,746 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 7,138 shares; 2026Q1: 9,886 shares 9,886 $700K 0.01% +2,748 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 4,766 shares; 2025Q1: 5,061 shares; 2025Q2: 4,982 shares; 2025Q3: 4,993 shares; 2025Q4: 4,513 shares; 2026Q1: 15,440 shares 15,440 $699K 0.01% +10,927 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: 1,178 shares; 2024Q4: 1,517 shares; 2025Q1: 1,985 shares; 2025Q2: 2,532 shares; 2025Q3: 2,540 shares; 2025Q4: 2,569 shares; 2026Q1: 5,437 shares 5,437 $697K 0.01% +2,868 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,548 shares; 2025Q1: 4,703 shares; 2025Q2: 4,725 shares; 2025Q3: 2,944 shares; 2025Q4: 2,780 shares; 2026Q1: 29,214 shares 29,214 $697K 0.01% +26,434 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: 6,812 shares; 2024Q4: 6,847 shares; 2025Q1: 6,817 shares; 2025Q2: 6,647 shares; 2025Q3: 6,717 shares; 2025Q4: 7,314 shares; 2026Q1: 9,827 shares 9,827 $695K 0.01% +2,513 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,844 shares; 2025Q2: 1,845 shares; 2025Q3: 1,784 shares; 2025Q4: 2,579 shares; 2026Q1: 5,258 shares 5,258 $695K 0.01% +2,679 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,190 shares; 2026Q1: 36,502 shares 36,502 $694K 0.01% +3,312 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 28,393 shares; 2025Q2: 28,028 shares; 2025Q3: 33,223 shares; 2025Q4: 38,418 shares; 2026Q1: 39,506 shares 39,506 $693K 0.01% +1,088 Timeline WTPI 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: 8,740 shares; 2024Q4: 8,844 shares; 2025Q1: 10,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,633 shares 21,633 $690K 0.01% new Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,144 shares 18,144 $684K 0.01% new 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: 28,102 shares; 2024Q4: 28,522 shares; 2025Q1: 29,329 shares; 2025Q2: 32,820 shares; 2025Q3: 32,820 shares; 2025Q4: 24,512 shares; 2026Q1: 20,424 shares 20,424 $684K 0.01% -4,088 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: 60 shares; 2025Q3: 3,047 shares; 2025Q4: 7,344 shares; 2026Q1: 8,820 shares 8,820 $683K 0.01% +1,476 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,851 shares; 2025Q1: 5,018 shares; 2025Q2: 5,245 shares; 2025Q3: 5,420 shares; 2025Q4: 5,479 shares; 2026Q1: 5,764 shares 5,764 $683K 0.01% +285 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,063 shares; 2025Q4: 49,218 shares; 2026Q1: 32,322 shares 32,322 $683K 0.01% -16,896 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 13,321 shares; 2025Q1: 8,976 shares; 2025Q2: 9,462 shares; 2025Q3: 9,162 shares; 2025Q4: 9,117 shares; 2026Q1: 18,374 shares 18,374 $677K 0.01% +9,257 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: 3,468 shares; 2026Q1: 8,859 shares 8,859 $675K 0.01% +5,391 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: 1,194 shares; 2024Q4: 1,177 shares; 2025Q1: 1,278 shares; 2025Q2: 1,506 shares; 2025Q3: 1,600 shares; 2025Q4: 1,680 shares; 2026Q1: 2,369 shares 2,369 $672K 0.01% +689 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: 823 shares; 2024Q4: 815 shares; 2025Q1: 821 shares; 2025Q2: 814 shares; 2025Q3: 1,090 shares; 2025Q4: 1,003 shares; 2026Q1: 2,312 shares 2,312 $672K 0.01% +1,309 Timeline GTO 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: 1,441 shares; 2024Q4: 608 shares; 2025Q1: 903 shares; 2025Q2: 1,352 shares; 2025Q3: 1,278 shares; 2025Q4: 1,264 shares; 2026Q1: 14,327 shares 14,327 $671K 0.01% +13,063 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 16,901 shares; 2025Q1: 15,324 shares; 2025Q2: 15,323 shares; 2025Q3: 15,010 shares; 2025Q4: 12,374 shares; 2026Q1: 11,707 shares 11,707 $670K 0.01% -667 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: 5,244 shares; 2024Q4: 5,252 shares; 2025Q1: 5,569 shares; 2025Q2: 5,192 shares; 2025Q3: 5,264 shares; 2025Q4: 5,166 shares; 2026Q1: 6,795 shares 6,795 $660K 0.01% +1,629 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: 206 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 14,570 shares 14,570 $657K 0.01% +14,340 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 16,400 shares; 2025Q3: 17,068 shares; 2025Q4: 23,479 shares; 2026Q1: 54,484 shares 54,484 $657K 0.01% +31,005 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 4,419 shares 4,419 $657K 0.01% +3,025 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,813 shares; 2024Q4: 16,722 shares; 2025Q1: 14,571 shares; 2025Q2: 13,977 shares; 2025Q3: 15,159 shares; 2025Q4: 15,491 shares; 2026Q1: 16,342 shares 16,342 $655K 0.01% +851 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: 34,741 shares; 2024Q4: 28,755 shares; 2025Q1: 26,188 shares; 2025Q2: 26,206 shares; 2025Q3: 30,965 shares; 2025Q4: 29,231 shares; 2026Q1: 44,009 shares 44,009 $655K 0.01% +14,778 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 6,511 shares; 2025Q1: 5,972 shares; 2025Q2: 5,281 shares; 2025Q3: 5,291 shares; 2025Q4: 4,876 shares; 2026Q1: 5,031 shares 5,031 $654K 0.01% +155 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: 2,866 shares; 2024Q4: 2,962 shares; 2025Q1: 3,212 shares; 2025Q2: 3,078 shares; 2025Q3: 1,912 shares; 2025Q4: 1,837 shares; 2026Q1: 4,985 shares 4,985 $653K 0.01% +3,148 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,186 shares; 2025Q1: 8,171 shares; 2025Q2: 5,171 shares; 2025Q3: 14,434 shares; 2025Q4: 12,309 shares; 2026Q1: 16,819 shares 16,819 $651K 0.01% +4,510 Timeline QMFE 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: 22,394 shares; 2025Q2: 28,894 shares; 2025Q3: 28,894 shares; 2025Q4: 28,294 shares; 2026Q1: 29,282 shares 29,282 $649K 0.01% +988 Timeline PNQI 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: 2,390 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,596 shares; 2025Q3: 13,460 shares; 2025Q4: 14,587 shares; 2026Q1: 14,516 shares 14,516 $649K 0.01% -71 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: 7,777 shares; 2024Q4: 7,372 shares; 2025Q1: 4,061 shares; 2025Q2: 3,891 shares; 2025Q3: 3,549 shares; 2025Q4: 4,102 shares; 2026Q1: 12,820 shares 12,820 $649K 0.01% +8,718 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 130 shares; 2025Q1: 145 shares; 2025Q2: 151 shares; 2025Q3: 149 shares; 2025Q4: 132 shares; 2026Q1: 659 shares 659 $646K 0.01% +527 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: 1,664 shares; 2024Q4: 1,285 shares; 2025Q1: 1,264 shares; 2025Q2: 2,646 shares; 2025Q3: 3,130 shares; 2025Q4: 1,611 shares; 2026Q1: 6,240 shares 6,240 $645K 0.01% +4,629 Timeline VOOG 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: 344 shares; 2024Q4: 648 shares; 2025Q1: 829 shares; 2025Q2: 953 shares; 2025Q3: 1,123 shares; 2025Q4: 1,021 shares; 2026Q1: 1,575 shares 1,575 $642K 0.01% +554 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,953 shares; 2024Q4: 8,742 shares; 2025Q1: 8,791 shares; 2025Q2: 8,738 shares; 2025Q3: 8,320 shares; 2025Q4: 9,108 shares; 2026Q1: 9,847 shares 9,847 $640K 0.01% +739 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,090 shares; 2024Q4: 46,293 shares; 2025Q1: 29,465 shares; 2025Q2: 31,368 shares; 2025Q3: 27,616 shares; 2025Q4: 23,401 shares; 2026Q1: 19,181 shares 19,181 $640K 0.01% -4,220 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,730 shares; 2024Q4: 28,467 shares; 2025Q1: 22,868 shares; 2025Q2: 17,252 shares; 2025Q3: 22,890 shares; 2025Q4: 20,847 shares; 2026Q1: 18,334 shares 18,334 $639K 0.01% -2,513 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,485 shares; 2025Q1: 6,431 shares; 2025Q2: 6,306 shares; 2025Q3: 6,202 shares; 2025Q4: 6,317 shares; 2026Q1: 7,333 shares 7,333 $639K 0.01% +1,016 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 36,493 shares; 2025Q1: 33,934 shares; 2025Q2: 26,243 shares; 2025Q3: 25,153 shares; 2025Q4: 23,265 shares; 2026Q1: 29,731 shares 29,731 $637K 0.01% +6,466 Timeline IBTJ 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: 1,157 shares; 2025Q1: 10,669 shares; 2025Q2: 18,156 shares; 2025Q3: 19,895 shares; 2025Q4: 24,608 shares; 2026Q1: 29,079 shares 29,079 $635K 0.01% +4,471 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: 690 shares; 2024Q4: 711 shares; 2025Q1: 758 shares; 2025Q2: 791 shares; 2025Q3: 820 shares; 2025Q4: 869 shares; 2026Q1: 1,939 shares 1,939 $634K 0.01% +1,070 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,190 shares; 2025Q1: 2,500 shares; 2025Q2: 2,485 shares; 2025Q3: 2,566 shares; 2025Q4: 4,545 shares; 2026Q1: 9,629 shares 9,629 $632K 0.01% +5,084 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 5,461 shares; 2025Q4: 5,617 shares; 2026Q1: 8,339 shares 8,339 $632K 0.01% +2,722 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 17,052 shares; 2025Q2: 15,911 shares; 2025Q3: 16,691 shares; 2025Q4: 17,932 shares; 2026Q1: 12,776 shares 12,776 $631K 0.01% -5,156 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: 11,200 shares; 2024Q4: 11,203 shares; 2025Q1: 9,179 shares; 2025Q2: 9,178 shares; 2025Q3: 9,200 shares; 2025Q4: 7,422 shares; 2026Q1: 6,174 shares 6,174 $631K 0.01% -1,248 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: 17,636 shares; 2024Q4: 11,015 shares; 2025Q1: 5,975 shares; 2025Q2: 5,560 shares; 2025Q3: 5,379 shares; 2025Q4: 5,479 shares; 2026Q1: 4,953 shares 4,953 $629K 0.01% -526 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 299 shares; 2025Q1: 324 shares; 2025Q2: 339 shares; 2025Q3: 365 shares; 2025Q4: 989 shares; 2026Q1: 1,478 shares 1,478 $629K 0.01% +489 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: 105 shares; 2024Q4: 189 shares; 2025Q1: 103 shares; 2025Q2: 107 shares; 2025Q3: 504 shares; 2025Q4: 3,734 shares; 2026Q1: 4,105 shares 4,105 $629K 0.01% +371 Timeline EES 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: 3,012 shares; 2024Q4: 2,781 shares; 2025Q1: 3,339 shares; 2025Q2: 3,712 shares; 2025Q3: 6,111 shares; 2025Q4: 6,854 shares; 2026Q1: 10,825 shares 10,825 $628K 0.01% +3,971 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 24,812 shares; 2025Q1: 27,103 shares; 2025Q2: 21,094 shares; 2025Q3: 21,123 shares; 2025Q4: 19,333 shares; 2026Q1: 14,511 shares 14,511 $626K 0.01% -4,822 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 268 shares; 2025Q3: 8,862 shares; 2025Q4: 26,739 shares; 2026Q1: 28,664 shares 28,664 $625K 0.01% +1,925 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 13,768 shares; 2025Q2: 18,056 shares; 2025Q3: 24,236 shares; 2025Q4: 22,934 shares; 2026Q1: 27,862 shares 27,862 $625K 0.01% +4,928 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: 2,528 shares; 2024Q4: 2,475 shares; 2025Q1: 2,589 shares; 2025Q2: 2,581 shares; 2025Q3: 2,559 shares; 2025Q4: 2,354 shares; 2026Q1: 6,906 shares 6,906 $624K 0.01% +4,552 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: 8,600 shares; 2024Q4: 129,596 shares; 2025Q1: 135,865 shares; 2025Q2: 136,165 shares; 2025Q3: 136,514 shares; 2025Q4: 137,311 shares; 2026Q1: 177,295 shares 177,295 $624K 0.01% +39,984 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 4,061 shares; 2025Q1: 3,508 shares; 2025Q2: 2,152 shares; 2025Q3: 2,066 shares; 2025Q4: 3,222 shares; 2026Q1: 4,956 shares 4,956 $624K 0.01% +1,734 Timeline EBND 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: 28,732 shares; 2024Q4: 32,437 shares; 2025Q1: 20,538 shares; 2025Q2: 20,819 shares; 2025Q3: 23,239 shares; 2025Q4: 24,659 shares; 2026Q1: 30,213 shares 30,213 $624K 0.01% +5,554 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: 1,511 shares; 2024Q4: 1,452 shares; 2025Q1: 1,458 shares; 2025Q2: 1,473 shares; 2025Q3: 1,334 shares; 2025Q4: 1,284 shares; 2026Q1: 1,734 shares 1,734 $622K 0.01% +450 Timeline EBUF 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: 2,117 shares; 2024Q4: 4,985 shares; 2025Q1: 6,024 shares; 2025Q2: 13,465 shares; 2025Q3: 14,305 shares; 2025Q4: 15,384 shares; 2026Q1: 21,028 shares 21,028 $620K 0.01% +5,644 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,653 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,708 shares; 2025Q4: 3,873 shares; 2026Q1: 4,262 shares 4,262 $620K 0.01% +389 Timeline IHE 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 438 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 1,799 shares; 2026Q1: 7,103 shares 7,103 $616K 0.01% +5,304 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 9,370 shares; 2026Q1: 8,145 shares 8,145 $614K 0.01% -1,225 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: 1,563 shares; 2024Q4: 1,838 shares; 2025Q1: 1,833 shares; 2025Q2: 1,809 shares; 2025Q3: 2,079 shares; 2025Q4: 2,287 shares; 2026Q1: 6,781 shares 6,781 $611K 0.01% +4,494 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,701 shares; 2025Q1: 2,695 shares; 2025Q2: 2,722 shares; 2025Q3: 2,723 shares; 2025Q4: 2,351 shares; 2026Q1: 7,170 shares 7,170 $611K 0.01% +4,819 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529 shares; 2025Q1: 2,215 shares; 2025Q2: 4,070 shares; 2025Q3: 4,891 shares; 2025Q4: 5,068 shares; 2026Q1: 6,353 shares 6,353 $608K 0.01% +1,285 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,044 shares; 2025Q1: 2,696 shares; 2025Q2: 2,594 shares; 2025Q3: 2,866 shares; 2025Q4: 2,363 shares; 2026Q1: 3,510 shares 3,510 $608K 0.01% +1,147 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: 10,581 shares; 2024Q4: 10,181 shares; 2025Q1: 9,931 shares; 2025Q2: 9,931 shares; 2025Q3: 8,181 shares; 2025Q4: 12,648 shares; 2026Q1: 14,955 shares 14,955 $607K 0.01% +2,307 Timeline FMDE 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: 2,094 shares; 2024Q4: 2,812 shares; 2025Q1: 4,615 shares; 2025Q2: 4,639 shares; 2025Q3: 5,364 shares; 2025Q4: 13,280 shares; 2026Q1: 16,865 shares 16,865 $606K 0.01% +3,585 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 337 shares; 2025Q1: 313 shares; 2025Q2: 330 shares; 2025Q3: 283 shares; 2025Q4: 226 shares; 2026Q1: 1,159 shares 1,159 $606K 0.01% +933 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: 1,884 shares; 2024Q4: 1,733 shares; 2025Q1: 1,893 shares; 2025Q2: 2,201 shares; 2025Q3: 2,391 shares; 2025Q4: 2,431 shares; 2026Q1: 8,321 shares 8,321 $605K 0.01% +5,890 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,595 shares; 2024Q4: 17,614 shares; 2025Q1: 16,376 shares; 2025Q2: 15,028 shares; 2025Q3: 14,091 shares; 2025Q4: 11,934 shares; 2026Q1: 15,755 shares 15,755 $604K 0.01% +3,821 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: 248 shares; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 282 shares; 2025Q3: 235 shares; 2025Q4: 208 shares; 2026Q1: 554 shares 554 $604K 0.01% +346 Timeline YJUN 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: 39,164 shares; 2024Q4: 35,310 shares; 2025Q1: 31,116 shares; 2025Q2: 21,748 shares; 2025Q3: 21,376 shares; 2025Q4: 22,571 shares; 2026Q1: 23,446 shares 23,446 $604K 0.01% +875 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,365 shares; 2025Q1: 7,966 shares; 2025Q2: 6,377 shares; 2025Q3: 6,846 shares; 2025Q4: 6,505 shares; 2026Q1: 14,419 shares 14,419 $603K 0.01% +7,914 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 14,870 shares; 2025Q1: 9,872 shares; 2025Q2: 9,389 shares; 2025Q3: 9,173 shares; 2025Q4: 12,130 shares; 2026Q1: 11,417 shares 11,417 $600K 0.01% -713 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 8,919 shares; 2025Q1: 8,748 shares; 2025Q2: 8,992 shares; 2025Q3: 9,014 shares; 2025Q4: 8,852 shares; 2026Q1: 10,022 shares 10,022 $599K 0.01% +1,170 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 3,161 shares; 2025Q1: 3,180 shares; 2025Q2: 2,302 shares; 2025Q3: 2,438 shares; 2025Q4: 2,368 shares; 2026Q1: 3,847 shares 3,847 $598K 0.01% +1,479 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: 5,398 shares; 2024Q4: 5,326 shares; 2025Q1: 7,113 shares; 2025Q2: 7,293 shares; 2025Q3: 7,220 shares; 2025Q4: 7,086 shares; 2026Q1: 10,481 shares 10,481 $598K 0.01% +3,395 Timeline XHE 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: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 7,645 shares 7,645 $598K 0.01% +6,481 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,007 shares; 2025Q1: 22,076 shares; 2025Q2: 23,696 shares; 2025Q3: 23,959 shares; 2025Q4: 24,656 shares; 2026Q1: 27,708 shares 27,708 $595K 0.01% +3,052 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 13,419 shares; 2025Q1: 11,816 shares; 2025Q2: 11,820 shares; 2025Q3: 19,060 shares; 2025Q4: 18,159 shares; 2026Q1: 18,578 shares 18,578 $593K 0.01% +419 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,553 shares; 2024Q4: 409,842 shares; 2025Q1: 391,445 shares; 2025Q2: 383,976 shares; 2025Q3: 28,045 shares; 2025Q4: 28,724 shares; 2026Q1: 27,321 shares 27,321 $589K 0.01% -1,403 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,469 shares; 2025Q1: 1,363 shares; 2025Q2: 1,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,463 shares; 2026Q1: 7,182 shares 7,182 $588K 0.01% +5,719 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 51,856 shares; 2025Q1: 19,140 shares; 2025Q2: 17,864 shares; 2025Q3: 31,674 shares; 2025Q4: 25,026 shares; 2026Q1: 18,605 shares 18,605 $588K 0.01% -6,421 Timeline SHYM 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 17,101 shares; 2025Q4: 31,519 shares; 2026Q1: 26,662 shares 26,662 $587K 0.01% -4,857 Timeline BAPR 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: 13,394 shares; 2024Q4: 13,394 shares; 2025Q1: 13,394 shares; 2025Q2: 13,558 shares; 2025Q3: 13,525 shares; 2025Q4: 11,958 shares; 2026Q1: 11,958 shares 11,958 $586K 0.01% 0 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: 3,251 shares; 2024Q4: 3,165 shares; 2025Q1: 4,577 shares; 2025Q2: 4,560 shares; 2025Q3: 4,583 shares; 2025Q4: 3,302 shares; 2026Q1: 3,721 shares 3,721 $585K 0.01% +419 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 14,520 shares; 2025Q1: 10,145 shares; 2025Q2: 10,628 shares; 2025Q3: 11,052 shares; 2025Q4: 9,360 shares; 2026Q1: 13,818 shares 13,818 $585K 0.01% +4,458 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 332 shares; 2025Q1: 741 shares; 2025Q2: 1,181 shares; 2025Q3: 866 shares; 2025Q4: 1,705 shares; 2026Q1: 2,945 shares 2,945 $584K 0.01% +1,240 Timeline XFEB 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: 94,710 shares; 2024Q4: 90,067 shares; 2025Q1: 93,804 shares; 2025Q2: 91,809 shares; 2025Q3: 20,499 shares; 2025Q4: 14,430 shares; 2026Q1: 16,369 shares 16,369 $576K 0.01% +1,939 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,165 shares; 2024Q4: 26,109 shares; 2025Q1: 26,608 shares; 2025Q2: 20,461 shares; 2025Q3: 24,972 shares; 2025Q4: 17,703 shares; 2026Q1: 13,341 shares 13,341 $574K 0.01% -4,362 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,045 shares; 2024Q4: 18,498 shares; 2025Q1: 20,367 shares; 2025Q2: 18,311 shares; 2025Q3: 16,663 shares; 2025Q4: 16,372 shares; 2026Q1: 18,298 shares 18,298 $574K 0.01% +1,926 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 9,198 shares; 2025Q1: 8,939 shares; 2025Q2: 9,006 shares; 2025Q3: 8,963 shares; 2025Q4: 9,266 shares; 2026Q1: 8,867 shares 8,867 $574K 0.01% -399 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,283 shares; 2025Q1: 1,344 shares; 2025Q2: 1,473 shares; 2025Q3: 1,434 shares; 2025Q4: 1,469 shares; 2026Q1: 3,104 shares 3,104 $573K 0.01% +1,635 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,070 shares; 2025Q1: 2,380 shares; 2025Q2: 2,289 shares; 2025Q3: 2,331 shares; 2025Q4: 2,457 shares; 2026Q1: 9,136 shares 9,136 $570K 0.01% +6,679 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 7,902 shares; 2025Q1: 5,156 shares; 2025Q2: 4,657 shares; 2025Q3: 4,528 shares; 2025Q4: 4,644 shares; 2026Q1: 6,031 shares 6,031 $569K 0.01% +1,387 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501 shares; 2025Q2: 792 shares; 2025Q3: 907 shares; 2025Q4: 908 shares; 2026Q1: 9,453 shares 9,453 $568K 0.01% +8,545 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,568 shares; 2025Q4: 18,694 shares; 2026Q1: 24,168 shares 24,168 $565K 0.01% +5,474 Timeline TDVI 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: 2,271 shares; 2024Q4: 6,096 shares; 2025Q1: 7,764 shares; 2025Q2: 9,074 shares; 2025Q3: 11,587 shares; 2025Q4: 10,990 shares; 2026Q1: 21,242 shares 21,242 $564K 0.01% +10,252 Timeline IPAC 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 1 shares; 2026Q1: 7,344 shares 7,344 $562K 0.01% +7,343 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 14,635 shares; 2025Q2: 14,961 shares; 2025Q3: 14,461 shares; 2025Q4: 13,841 shares; 2026Q1: 17,230 shares 17,230 $561K 0.01% +3,389 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 217 shares; 2025Q1: 192 shares; 2025Q2: 200 shares; 2025Q3: 202 shares; 2025Q4: 363 shares; 2026Q1: 758 shares 758 $560K 0.01% +395 Timeline