XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 91 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 147 shares; 2025Q4: 148 shares; 2026Q1: 11,100 shares 11,100 $559K 0.01% +10,952 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,812 shares; 2025Q1: 2,869 shares; 2025Q2: 2,916 shares; 2025Q3: 2,630 shares; 2025Q4: 2,635 shares; 2026Q1: 8,938 shares 8,938 $558K 0.01% +6,303 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 42,227 shares; 2025Q1: 35,331 shares; 2025Q2: 58,653 shares; 2025Q3: 56,131 shares; 2025Q4: 20,242 shares; 2026Q1: 23,568 shares 23,568 $558K 0.01% +3,326 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,770 shares; 2024Q4: 4,973 shares; 2025Q1: 49,621 shares; 2025Q2: 50,642 shares; 2025Q3: 51,684 shares; 2025Q4: 50,077 shares; 2026Q1: 100,926 shares 100,926 $557K 0.01% +50,849 Timeline CGSM 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: 26,902 shares; 2025Q1: 16,831 shares; 2025Q2: 16,831 shares; 2025Q3: 17,787 shares; 2025Q4: 17,794 shares; 2026Q1: 21,153 shares 21,153 $556K 0.01% +3,359 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 222 shares; 2025Q1: 203 shares; 2025Q2: 2,101 shares; 2025Q3: 2,440 shares; 2025Q4: 607 shares; 2026Q1: 1,144 shares 1,144 $555K 0.01% +537 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,553 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 2,484 shares; 2025Q4: 2,474 shares; 2026Q1: 8,571 shares 8,571 $554K 0.01% +6,097 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 568 shares; 2026Q1: 2,703 shares 2,703 $553K 0.01% +2,135 Timeline EJAN 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 6,050 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 5,599 shares; 2026Q1: 16,265 shares 16,265 $552K 0.01% +10,666 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 5,565 shares; 2025Q1: 6,330 shares; 2025Q2: 6,818 shares; 2025Q3: 6,709 shares; 2025Q4: 7,123 shares; 2026Q1: 10,561 shares 10,561 $551K 0.01% +3,438 Timeline FEBT 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: 15,220 shares; 2024Q4: 7,180 shares; 2025Q1: 12,775 shares; 2025Q2: 11,501 shares; 2025Q3: 6,550 shares; 2025Q4: 5,531 shares; 2026Q1: 14,572 shares 14,572 $546K 0.01% +9,041 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,498 shares; 2025Q1: 2,587 shares; 2025Q2: 2,548 shares; 2025Q3: 2,197 shares; 2025Q4: 24,666 shares; 2026Q1: 20,718 shares 20,718 $546K 0.01% -3,948 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 324 shares; 2026Q1: 1,688 shares 1,688 $543K 0.01% +1,364 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 17,818 shares; 2025Q2: 18,202 shares; 2025Q3: 18,332 shares; 2025Q4: 18,453 shares; 2026Q1: 22,954 shares 22,954 $543K 0.01% +4,501 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 41,837 shares; 2025Q1: 51,229 shares; 2025Q2: 55,169 shares; 2025Q3: 48,506 shares; 2025Q4: 27,624 shares; 2026Q1: 29,686 shares 29,686 $543K 0.01% +2,062 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 21,226 shares; 2025Q1: 15,754 shares; 2025Q2: 14,177 shares; 2025Q3: 14,285 shares; 2025Q4: 14,290 shares; 2026Q1: 16,285 shares 16,285 $541K 0.01% +1,995 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 3,052 shares; 2025Q1: 17,265 shares; 2025Q2: 18,809 shares; 2025Q3: 22,667 shares; 2025Q4: 21,232 shares; 2026Q1: 23,566 shares 23,566 $540K 0.01% +2,334 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,137 shares; 2025Q1: 2,844 shares; 2025Q2: 2,875 shares; 2025Q3: 3,118 shares; 2025Q4: 4,132 shares; 2026Q1: 5,753 shares 5,753 $539K 0.01% +1,621 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 960 shares; 2025Q1: 1,200 shares; 2025Q2: 1,688 shares; 2025Q3: 4,197 shares; 2025Q4: 5,119 shares; 2026Q1: 5,322 shares 5,322 $538K 0.01% +203 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 465 shares; 2025Q1: 448 shares; 2025Q2: 558 shares; 2025Q3: 356 shares; 2025Q4: 856 shares; 2026Q1: 1,266 shares 1,266 $538K 0.01% +410 Timeline DECM 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: 5,454 shares; 2025Q1: 5,454 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 12,554 shares; 2026Q1: 16,446 shares 16,446 $537K 0.01% +3,892 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 11,000 shares; 2025Q3: 14,500 shares; 2025Q4: 19,500 shares; 2026Q1: 36,484 shares 36,484 $536K 0.01% +16,984 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,392 shares; 2024Q4: 54,392 shares; 2025Q1: 56,041 shares; 2025Q2: 52,714 shares; 2025Q3: 52,409 shares; 2025Q4: 49,700 shares; 2026Q1: 48,020 shares 48,020 $535K 0.01% -1,680 Timeline IWB 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: 573 shares; 2024Q4: 533 shares; 2025Q1: 481 shares; 2025Q2: 533 shares; 2025Q3: 575 shares; 2025Q4: 1,070 shares; 2026Q1: 1,501 shares 1,501 $535K 0.01% +431 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 636 shares; 2025Q1: 714 shares; 2025Q2: 800 shares; 2025Q3: 1,224 shares; 2025Q4: 1,059 shares; 2026Q1: 2,006 shares 2,006 $535K 0.01% +947 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,024 shares; 2025Q1: 924 shares; 2025Q2: 2,212 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 6,814 shares 6,814 $535K 0.01% +4,670 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 9,948 shares; 2025Q1: 10,125 shares; 2025Q2: 16,718 shares; 2025Q3: 16,080 shares; 2025Q4: 24,656 shares; 2026Q1: 25,660 shares 25,660 $532K 0.01% +1,004 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,167 shares; 2025Q1: 17,233 shares; 2025Q2: 17,608 shares; 2025Q3: 17,733 shares; 2025Q4: 17,850 shares; 2026Q1: 22,403 shares 22,403 $529K 0.01% +4,553 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 2,554 shares; 2025Q1: 2,515 shares; 2025Q2: 2,642 shares; 2025Q3: 3,636 shares; 2025Q4: 4,192 shares; 2026Q1: 4,215 shares 4,215 $529K 0.01% +23 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,218 shares; 2025Q1: 2,313 shares; 2025Q2: 2,692 shares; 2025Q3: 4,959 shares; 2025Q4: 5,320 shares; 2026Q1: 13,538 shares 13,538 $528K 0.01% +8,218 Timeline HYXF 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: 32,121 shares; 2024Q4: 32,525 shares; 2025Q1: 32,055 shares; 2025Q2: 32,491 shares; 2025Q3: 31,316 shares; 2025Q4: 13,089 shares; 2026Q1: 11,381 shares 11,381 $527K 0.01% -1,708 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,389 shares; 2025Q1: 1,962 shares; 2025Q2: 3,124 shares; 2025Q3: 3,066 shares; 2025Q4: 2,967 shares; 2026Q1: 7,143 shares 7,143 $525K 0.01% +4,176 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 1,975 shares 1,975 $525K 0.01% +1,929 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,528 shares; 2025Q3: 4,523 shares; 2025Q4: 4,641 shares; 2026Q1: 8,154 shares 8,154 $524K 0.01% +3,513 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 4,567 shares; 2025Q1: 3,852 shares; 2025Q2: 3,836 shares; 2025Q3: 4,238 shares; 2025Q4: 5,498 shares; 2026Q1: 9,900 shares 9,900 $523K 0.01% +4,402 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 15,331 shares; 2025Q1: 15,357 shares; 2025Q2: 15,383 shares; 2025Q3: 15,408 shares; 2025Q4: 19,271 shares; 2026Q1: 59,305 shares 59,305 $521K 0.01% +40,034 Timeline RSPM 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: 7,375 shares; 2024Q4: 7,690 shares; 2025Q1: 7,980 shares; 2025Q2: 7,012 shares; 2025Q3: 9,438 shares; 2025Q4: 9,617 shares; 2026Q1: 13,441 shares 13,441 $520K 0.01% +3,824 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,630 shares; 2024Q4: 12,876 shares; 2025Q1: 10,565 shares; 2025Q2: 6,372 shares; 2025Q3: 6,101 shares; 2025Q4: 4,540 shares; 2026Q1: 10,404 shares 10,404 $520K 0.01% +5,864 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 2,502 shares; 2025Q1: 2,515 shares; 2025Q2: 4,934 shares; 2025Q3: 5,336 shares; 2025Q4: 5,762 shares; 2026Q1: 9,758 shares 9,758 $519K 0.01% +3,996 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 274 shares; 2025Q1: 232 shares; 2025Q2: 237 shares; 2025Q3: 293 shares; 2025Q4: 2,468 shares; 2026Q1: 4,963 shares 4,963 $519K 0.01% +2,495 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,191 shares; 2025Q1: 2,905 shares; 2025Q2: 2,154 shares; 2025Q3: 2,131 shares; 2025Q4: 1,301 shares; 2026Q1: 3,555 shares 3,555 $518K 0.01% +2,254 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,269 shares; 2024Q4: 63,338 shares; 2025Q1: 54,205 shares; 2025Q2: 24,697 shares; 2025Q3: 24,162 shares; 2025Q4: 37,465 shares; 2026Q1: 36,165 shares 36,165 $517K 0.01% -1,300 Timeline CPNS 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: 439 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 403 shares; 2025Q3: 19,962 shares; 2025Q4: 19,559 shares; 2026Q1: 19,012 shares 19,012 $517K 0.01% -547 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,172 shares 27,172 $514K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,316 shares; 2025Q1: 1,283 shares; 2025Q2: 1,341 shares; 2025Q3: 1,681 shares; 2025Q4: 1,757 shares; 2026Q1: 3,127 shares 3,127 $513K 0.01% +1,370 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 7,123 shares; 2025Q1: 6,710 shares; 2025Q2: 6,578 shares; 2025Q3: 6,406 shares; 2025Q4: 5,325 shares; 2026Q1: 9,106 shares 9,106 $513K 0.01% +3,781 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,529 shares; 2024Q4: 19,529 shares; 2025Q1: 22,546 shares; 2025Q2: 22,546 shares; 2025Q3: 22,546 shares; 2025Q4: 23,289 shares; 2026Q1: 23,412 shares 23,412 $513K 0.01% +123 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,345 shares; 2025Q1: 1,391 shares; 2025Q2: 1,680 shares; 2025Q3: 2,548 shares; 2025Q4: 2,545 shares; 2026Q1: 4,325 shares 4,325 $511K 0.01% +1,780 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,972 shares; 2025Q1: 1,852 shares; 2025Q2: 1,600 shares; 2025Q3: 2,131 shares; 2025Q4: 2,518 shares; 2026Q1: 3,026 shares 3,026 $511K 0.01% +508 Timeline FEP 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: 5,707 shares; 2024Q4: 5,848 shares; 2025Q1: 5,494 shares; 2025Q2: 6,193 shares; 2025Q3: 31,389 shares; 2025Q4: 31,088 shares; 2026Q1: 9,305 shares 9,305 $508K 0.01% -21,783 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,029 shares; 2025Q1: 3,832 shares; 2025Q2: 6,950 shares; 2025Q3: 6,774 shares; 2025Q4: 6,703 shares; 2026Q1: 8,092 shares 8,092 $507K 0.01% +1,389 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 57,275 shares; 2025Q4: 73,735 shares; 2026Q1: 19,150 shares 19,150 $505K 0.01% -54,585 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 11,915 shares; 2025Q1: 11,446 shares; 2025Q2: 11,398 shares; 2025Q3: 10,598 shares; 2025Q4: 10,590 shares; 2026Q1: 4,212 shares 4,212 $503K 0.01% -6,378 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: 10,564 shares; 2025Q1: 10,292 shares; 2025Q2: 9,422 shares; 2025Q3: 8,462 shares; 2025Q4: 7,130 shares; 2026Q1: 13,392 shares 13,392 $503K 0.01% +6,262 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,614 shares; 2025Q1: 2,611 shares; 2025Q2: 2,519 shares; 2025Q3: 2,677 shares; 2025Q4: 2,908 shares; 2026Q1: 6,273 shares 6,273 $502K 0.01% +3,365 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,313 shares; 2025Q1: 7,066 shares; 2025Q2: 6,778 shares; 2025Q3: 6,703 shares; 2025Q4: 11,322 shares; 2026Q1: 29,337 shares 29,337 $502K 0.01% +18,015 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 2,863 shares; 2025Q1: 2,790 shares; 2025Q2: 2,504 shares; 2025Q3: 2,585 shares; 2025Q4: 2,560 shares; 2026Q1: 3,971 shares 3,971 $502K 0.01% +1,411 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 815 shares; 2025Q1: 836 shares; 2025Q2: 761 shares; 2025Q3: 962 shares; 2025Q4: 900 shares; 2026Q1: 5,777 shares 5,777 $502K 0.01% +4,877 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 14,387 shares; 2025Q1: 21,525 shares; 2025Q2: 24,026 shares; 2025Q3: 32,454 shares; 2025Q4: 33,420 shares; 2026Q1: 15,455 shares 15,455 $502K 0.01% -17,965 Timeline BLCR 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: 12,165 shares 12,165 $499K 0.01% new Timeline FUMB 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: 8,209 shares; 2024Q4: 2,708 shares; 2025Q1: 8,550 shares; 2025Q2: 46,097 shares; 2025Q3: 58,312 shares; 2025Q4: 56,937 shares; 2026Q1: 24,884 shares 24,884 $499K 0.01% -32,053 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 715 shares; 2025Q4: 764 shares; 2026Q1: 3,274 shares 3,274 $499K 0.01% +2,510 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 397 shares; 2025Q1: 372 shares; 2025Q2: 378 shares; 2025Q3: 1,046 shares; 2025Q4: 1,258 shares; 2026Q1: 1,688 shares 1,688 $499K 0.01% +430 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 7,111 shares; 2025Q1: 5,324 shares; 2025Q2: 5,138 shares; 2025Q3: 8,436 shares; 2025Q4: 7,901 shares; 2026Q1: 9,909 shares 9,909 $499K 0.01% +2,008 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 435 shares; 2025Q1: 403 shares; 2025Q2: 354 shares; 2025Q3: 225 shares; 2025Q4: 211 shares; 2026Q1: 640 shares 640 $495K 0.01% +429 Timeline IXN 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: 2,814 shares; 2024Q4: 3,293 shares; 2025Q1: 4,701 shares; 2025Q2: 4,580 shares; 2025Q3: 4,682 shares; 2025Q4: 4,680 shares; 2026Q1: 4,936 shares 4,936 $494K 0.01% +256 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,264 shares; 2025Q1: 1,135 shares; 2025Q2: 1,209 shares; 2025Q3: 1,311 shares; 2025Q4: 2,182 shares; 2026Q1: 3,651 shares 3,651 $492K 0.01% +1,469 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,279 shares; 2025Q1: 1,947 shares; 2025Q2: 12,940 shares; 2025Q3: 16,339 shares; 2025Q4: 19,066 shares; 2026Q1: 24,859 shares 24,859 $490K 0.01% +5,793 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,384 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 22,295 shares 22,295 $487K 0.01% +22,250 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,069 shares; 2025Q4: 11,015 shares; 2026Q1: 13,109 shares 13,109 $486K 0.01% +2,094 Timeline BGLD 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: 5,334 shares; 2024Q4: 10,460 shares; 2025Q1: 15,045 shares; 2025Q2: 14,763 shares; 2025Q3: 16,142 shares; 2025Q4: 20,569 shares; 2026Q1: 28,328 shares 28,328 $486K 0.01% +7,759 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 2,394 shares 2,394 $485K 0.01% +1,991 Timeline CPNM 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: 6,943 shares; 2025Q2: 63,939 shares; 2025Q3: 63,939 shares; 2025Q4: 18,535 shares; 2026Q1: 18,601 shares 18,601 $485K 0.01% +66 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 4,708 shares; 2026Q1: 12,345 shares 12,345 $485K 0.01% +7,637 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 8,577 shares; 2026Q1: 12,235 shares 12,235 $483K 0.01% +3,658 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 2,480 shares 2,480 $482K 0.01% +2,389 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,303 shares; 2025Q1: 45,588 shares; 2025Q2: 45,726 shares; 2025Q3: 34,466 shares; 2025Q4: 29,650 shares; 2026Q1: 8,309 shares 8,309 $481K 0.01% -21,341 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,163 shares; 2025Q1: 2,354 shares; 2025Q2: 2,454 shares; 2025Q3: 2,299 shares; 2025Q4: 1,589 shares; 2026Q1: 2,327 shares 2,327 $481K 0.01% +738 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,232 shares; 2025Q1: 1,627 shares; 2025Q2: 1,771 shares; 2025Q3: 1,940 shares; 2025Q4: 2,101 shares; 2026Q1: 4,054 shares 4,054 $481K 0.01% +1,953 Timeline CPSM 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: 57,664 shares; 2024Q4: 68,143 shares; 2025Q1: 55,960 shares; 2025Q2: 97,954 shares; 2025Q3: 86,434 shares; 2025Q4: 22,100 shares; 2026Q1: 16,652 shares 16,652 $481K 0.01% -5,448 Timeline SHOC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 3,681 shares; 2025Q2: 5,504 shares; 2025Q3: 5,505 shares; 2025Q4: 5,610 shares; 2026Q1: 6,621 shares 6,621 $477K 0.01% +1,011 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 200 shares; 2025Q4: 65 shares; 2026Q1: 4,072 shares 4,072 $477K 0.01% +4,007 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 9,482 shares; 2025Q1: 11,719 shares; 2025Q2: 4,311 shares; 2025Q3: 3,676 shares; 2025Q4: 2,906 shares; 2026Q1: 3,810 shares 3,810 $476K 0.01% +904 Timeline PPH 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: 3,425 shares; 2024Q4: 3,524 shares; 2025Q1: 4,056 shares; 2025Q2: 4,450 shares; 2025Q3: 4,137 shares; 2025Q4: 4,466 shares; 2026Q1: 4,556 shares 4,556 $473K 0.01% +90 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,000 shares; 2025Q3: 1,006 shares; 2025Q4: 971 shares; 2026Q1: 1,061 shares 1,061 $472K 0.01% +90 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,257 shares; 2025Q1: 3,526 shares; 2025Q2: 3,763 shares; 2025Q3: 3,677 shares; 2025Q4: 3,743 shares; 2026Q1: 6,626 shares 6,626 $472K 0.01% +2,883 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 4,861 shares 4,861 $471K 0.01% +4,850 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,619 shares; 2024Q4: 38,893 shares; 2025Q1: 40,616 shares; 2025Q2: 40,334 shares; 2025Q3: 40,394 shares; 2025Q4: 40,072 shares; 2026Q1: 50,238 shares 50,238 $470K 0.01% +10,166 Timeline GJUL 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: 12,169 shares; 2024Q4: 11,624 shares; 2025Q1: 9,650 shares; 2025Q2: 2,346 shares; 2025Q3: 5,155 shares; 2025Q4: 3,654 shares; 2026Q1: 11,522 shares 11,522 $470K 0.01% +7,868 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,775 shares; 2024Q4: 33,647 shares; 2025Q1: 34,629 shares; 2025Q2: 23,183 shares; 2025Q3: 23,697 shares; 2025Q4: 23,676 shares; 2026Q1: 24,718 shares 24,718 $470K 0.01% +1,042 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,519 shares 13,519 $469K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 15,517 shares; 2025Q1: 90,289 shares; 2025Q2: 10,399 shares; 2025Q3: 10,262 shares; 2025Q4: 6,028 shares; 2026Q1: 11,546 shares 11,546 $468K 0.01% +5,518 Timeline MEAR 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: 117 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 17,093 shares; 2025Q3: 21,269 shares; 2025Q4: 20,719 shares; 2026Q1: 9,272 shares 9,272 $467K 0.01% -11,447 Timeline GAPR 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: 5,427 shares; 2024Q4: 5,705 shares; 2025Q1: 3,788 shares; 2025Q2: 9,753 shares; 2025Q3: 9,453 shares; 2025Q4: 8,784 shares; 2026Q1: 11,499 shares 11,499 $465K 0.01% +2,715 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 1,520 shares; 2025Q1: 1,519 shares; 2025Q2: 1,524 shares; 2025Q3: 1,547 shares; 2025Q4: 1,598 shares; 2026Q1: 4,230 shares 4,230 $465K 0.01% +2,632 Timeline IVOV 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: 4,546 shares; 2024Q4: 4,413 shares; 2025Q1: 4,411 shares; 2025Q2: 4,380 shares; 2025Q3: 4,085 shares; 2025Q4: 4,038 shares; 2026Q1: 4,547 shares 4,547 $464K 0.01% +509 Timeline XISE 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: 5,496 shares; 2024Q4: 3,696 shares; 2025Q1: 3,061 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 1,895 shares; 2026Q1: 15,408 shares 15,408 $462K 0.01% +13,513 Timeline RBUF 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: 4,324 shares; 2024Q4: 10,279 shares; 2025Q1: 10,801 shares; 2025Q2: 11,998 shares; 2025Q3: 14,102 shares; 2025Q4: 15,411 shares; 2026Q1: 15,757 shares 15,757 $462K 0.01% +346 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 17,248 shares; 2025Q1: 15,648 shares; 2025Q2: 15,648 shares; 2025Q3: 21,540 shares; 2025Q4: 21,852 shares; 2026Q1: 21,852 shares 21,852 $460K 0.01% 0 Timeline EFG 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: 34,699 shares; 2024Q4: 37,617 shares; 2025Q1: 12,331 shares; 2025Q2: 12,065 shares; 2025Q3: 6,402 shares; 2025Q4: 4,574 shares; 2026Q1: 4,118 shares 4,118 $459K 0.01% -456 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 328 shares; 2025Q3: 518 shares; 2025Q4: 173 shares; 2026Q1: 2,375 shares 2,375 $455K 0.01% +2,202 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 5,540 shares; 2025Q1: 6,497 shares; 2025Q2: 5,955 shares; 2025Q3: 5,830 shares; 2025Q4: 5,224 shares; 2026Q1: 10,929 shares 10,929 $455K 0.01% +5,705 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,979 shares; 2025Q1: 6,905 shares; 2025Q2: 7,249 shares; 2025Q3: 8,435 shares; 2025Q4: 8,685 shares; 2026Q1: 9,919 shares 9,919 $454K 0.01% +1,234 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,484 shares 17,484 $452K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 7,141 shares; 2025Q1: 7,156 shares; 2025Q2: 7,103 shares; 2025Q3: 7,041 shares; 2025Q4: 7,077 shares; 2026Q1: 7,590 shares 7,590 $448K 0.01% +513 Timeline DOGG 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: 5,225 shares; 2024Q4: 3,305 shares; 2025Q1: 6,220 shares; 2025Q2: 9,851 shares; 2025Q3: 12,267 shares; 2025Q4: 12,867 shares; 2026Q1: 20,553 shares 20,553 $446K 0.01% +7,686 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 12,732 shares; 2025Q1: 10,721 shares; 2025Q2: 9,138 shares; 2025Q3: 4,341 shares; 2025Q4: 3,549 shares; 2026Q1: 19,832 shares 19,832 $445K 0.01% +16,283 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,137 shares; 2025Q2: 4,720 shares; 2025Q3: 4,316 shares; 2025Q4: 4,809 shares; 2026Q1: 6,535 shares 6,535 $445K 0.01% +1,726 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 4,252 shares; 2025Q1: 3,737 shares; 2025Q2: 3,669 shares; 2025Q3: 3,397 shares; 2025Q4: 3,999 shares; 2026Q1: 4,050 shares 4,050 $445K 0.01% +51 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 7,817 shares; 2025Q1: 7,277 shares; 2025Q2: 7,285 shares; 2025Q3: 7,337 shares; 2025Q4: 6,631 shares; 2026Q1: 10,122 shares 10,122 $444K 0.01% +3,491 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,824 shares; 2025Q1: 2,959 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 1,693 shares; 2026Q1: 6,563 shares 6,563 $441K 0.01% +4,870 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,704 shares; 2025Q1: 1,723 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 240 shares; 2026Q1: 15,156 shares 15,156 $440K 0.01% +14,916 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,297 shares; 2024Q4: 25,994 shares; 2025Q1: 25,044 shares; 2025Q2: 24,566 shares; 2025Q3: 24,578 shares; 2025Q4: 23,266 shares; 2026Q1: 19,844 shares 19,844 $438K 0.01% -3,422 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,721 shares; 2025Q1: 1,691 shares; 2025Q2: 1,532 shares; 2025Q3: 2,493 shares; 2025Q4: 2,768 shares; 2026Q1: 5,979 shares 5,979 $438K 0.01% +3,211 Timeline USXF 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: 6,537 shares; 2024Q4: 6,874 shares; 2025Q1: 7,021 shares; 2025Q2: 6,387 shares; 2025Q3: 5,465 shares; 2025Q4: 4,374 shares; 2026Q1: 7,902 shares 7,902 $436K 0.01% +3,528 Timeline VONE 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: 85 shares; 2024Q4: 86 shares; 2025Q1: 48 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,478 shares 1,478 $436K 0.01% -48 Timeline ZJUL 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: 64,539 shares; 2024Q4: 63,399 shares; 2025Q1: 61,969 shares; 2025Q2: 62,132 shares; 2025Q3: 25,750 shares; 2025Q4: 23,908 shares; 2026Q1: 15,001 shares 15,001 $436K 0.01% -8,907 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 130 shares; 2026Q1: 6,913 shares 6,913 $435K 0.01% +6,783 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 53 shares; 2026Q1: 1,073 shares 1,073 $434K 0.01% +1,020 Timeline IWV 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: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 1,169 shares; 2026Q1: 1,170 shares 1,170 $434K 0.01% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 281 shares; 2025Q1: 292 shares; 2025Q2: 308 shares; 2025Q3: 336 shares; 2025Q4: 380 shares; 2026Q1: 914 shares 914 $433K 0.01% +534 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 705 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 4,313 shares 4,313 $432K 0.01% +3,934 Timeline GNOV 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: 2,391 shares; 2025Q1: 2,160 shares; 2025Q2: 1,074 shares; 2025Q3: 831 shares; 2025Q4: 5,864 shares; 2026Q1: 11,045 shares 11,045 $430K 0.01% +5,181 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 453 shares; 2025Q1: 1,105 shares; 2025Q2: 1,115 shares; 2025Q3: 1,057 shares; 2025Q4: 890 shares; 2026Q1: 1,738 shares 1,738 $429K 0.01% +848 Timeline LCTU 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: 6,913 shares; 2024Q4: 6,677 shares; 2025Q1: 6,670 shares; 2025Q2: 6,565 shares; 2025Q3: 6,368 shares; 2025Q4: 5,034 shares; 2026Q1: 6,099 shares 6,099 $428K 0.01% +1,065 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,651 shares; 2025Q4: 15,639 shares; 2026Q1: 19,273 shares 19,273 $427K 0.01% +3,634 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,805 shares; 2024Q4: 68,776 shares; 2025Q1: 69,816 shares; 2025Q2: 69,678 shares; 2025Q3: 41,971 shares; 2025Q4: 41,888 shares; 2026Q1: 41,081 shares 41,081 $426K 0.01% -807 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: 12,836 shares; 2025Q1: 12,359 shares; 2025Q2: 12,359 shares; 2025Q3: 6,814 shares; 2025Q4: 8,798 shares; 2026Q1: 10,956 shares 10,956 $426K 0.01% +2,158 Timeline OCTT 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: 13,561 shares; 2024Q4: 16,575 shares; 2025Q1: 11,567 shares; 2025Q2: 11,388 shares; 2025Q3: 8,180 shares; 2025Q4: 13,310 shares; 2026Q1: 10,046 shares 10,046 $425K 0.01% -3,264 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 3,236 shares; 2025Q1: 3,179 shares; 2025Q2: 2,981 shares; 2025Q3: 10,407 shares; 2025Q4: 11,325 shares; 2026Q1: 22,128 shares 22,128 $425K 0.01% +10,803 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 8,964 shares; 2025Q1: 8,164 shares; 2025Q2: 7,177 shares; 2025Q3: 9,699 shares; 2025Q4: 9,425 shares; 2026Q1: 20,065 shares 20,065 $424K 0.01% +10,640 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 482 shares; 2025Q2: 525 shares; 2025Q3: 530 shares; 2025Q4: 580 shares; 2026Q1: 969 shares 969 $423K 0.01% +389 Timeline STXV 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: 2,678 shares; 2024Q4: 8,536 shares; 2025Q1: 9,615 shares; 2025Q2: 10,576 shares; 2025Q3: 10,712 shares; 2025Q4: 10,820 shares; 2026Q1: 12,014 shares 12,014 $422K 0.01% +1,194 Timeline XNOV 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: 11,988 shares; 2024Q4: 26,599 shares; 2025Q1: 24,348 shares; 2025Q2: 24,295 shares; 2025Q3: 14,209 shares; 2025Q4: 5,193 shares; 2026Q1: 11,285 shares 11,285 $422K 0.01% +6,092 Timeline NVBT 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: 2,490 shares; 2024Q4: 11,332 shares; 2025Q1: 7,710 shares; 2025Q2: 6,510 shares; 2025Q3: 4,111 shares; 2025Q4: 19,313 shares; 2026Q1: 11,767 shares 11,767 $421K 0.01% -7,546 Timeline BALI 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: 1,543 shares; 2025Q4: 13,645 shares; 2026Q1: 13,650 shares 13,650 $421K 0.01% +5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 49 shares; 2025Q1: 52 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 99 shares 99 $420K 0.01% +44 Timeline TEQI 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 649 shares; 2025Q2: 650 shares; 2025Q3: 500 shares; 2025Q4: 300 shares; 2026Q1: 9,301 shares 9,301 $419K 0.01% +9,001 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,645 shares; 2025Q1: 1,859 shares; 2025Q2: 2,210 shares; 2025Q3: 2,213 shares; 2025Q4: 1,345 shares; 2026Q1: 1,544 shares 1,544 $418K 0.01% +199 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 600 shares; 2025Q1: 605 shares; 2025Q2: 12,153 shares; 2025Q3: 14,617 shares; 2025Q4: 3,004 shares; 2026Q1: 3,311 shares 3,311 $418K 0.01% +307 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,370 shares; 2024Q4: 50,623 shares; 2025Q1: 47,121 shares; 2025Q2: 46,737 shares; 2025Q3: 48,328 shares; 2025Q4: 19,887 shares; 2026Q1: 23,212 shares 23,212 $418K 0.01% +3,325 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 15,888 shares; 2025Q1: 14,794 shares; 2025Q2: 15,780 shares; 2025Q3: 15,561 shares; 2025Q4: 14,897 shares; 2026Q1: 15,067 shares 15,067 $418K 0.01% +170 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 14,024 shares; 2025Q1: 13,799 shares; 2025Q2: 6,634 shares; 2025Q3: 8,486 shares; 2025Q4: 8,179 shares; 2026Q1: 18,383 shares 18,383 $417K 0.01% +10,204 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,121 shares; 2025Q3: 8,121 shares; 2025Q4: 17,569 shares; 2026Q1: 21,627 shares 21,627 $417K 0.01% +4,058 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,104 shares; 2024Q4: 21,278 shares; 2025Q1: 34,957 shares; 2025Q2: 36,913 shares; 2025Q3: 41,716 shares; 2025Q4: 42,765 shares; 2026Q1: 57,367 shares 57,367 $416K 0.01% +14,602 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 1,350 shares; 2026Q1: 13,149 shares 13,149 $416K 0.01% +11,799 Timeline JANT 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: 6,076 shares; 2024Q4: 16,703 shares; 2025Q1: 11,648 shares; 2025Q2: 11,872 shares; 2025Q3: 10,253 shares; 2025Q4: 11,774 shares; 2026Q1: 10,371 shares 10,371 $416K 0.01% -1,403 Timeline RSSE 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: 1,751 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 16,825 shares; 2025Q4: 19,525 shares; 2026Q1: 19,240 shares 19,240 $414K 0.01% -285 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 44,746 shares; 2025Q4: 51,496 shares; 2026Q1: 51,496 shares 51,496 $412K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,964 shares; 2025Q1: 1,526 shares; 2025Q2: 6,488 shares; 2025Q3: 1,269 shares; 2025Q4: 1,137 shares; 2026Q1: 5,857 shares 5,857 $410K 0.01% +4,720 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,275 shares; 2025Q1: 1,220 shares; 2025Q2: 1,234 shares; 2025Q3: 1,244 shares; 2025Q4: 1,191 shares; 2026Q1: 1,534 shares 1,534 $409K 0.01% +343 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,790 shares; 2025Q1: 2,409 shares; 2025Q2: 2,737 shares; 2025Q3: 2,325 shares; 2025Q4: 2,373 shares; 2026Q1: 4,888 shares 4,888 $409K 0.01% +2,515 Timeline METL SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2026Q1: 15,167 shares 15,167 $408K 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 477 shares; 2025Q2: 475 shares; 2025Q3: 282 shares; 2025Q4: 853 shares; 2026Q1: 857 shares 857 $407K 0.01% +4 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,127 shares; 2025Q1: 4,139 shares; 2025Q2: 4,266 shares; 2025Q3: 4,293 shares; 2025Q4: 4,302 shares; 2026Q1: 4,610 shares 4,610 $405K 0.01% +308 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 9,124 shares; 2025Q1: 7,748 shares; 2025Q2: 8,300 shares; 2025Q3: 9,957 shares; 2025Q4: 8,870 shares; 2026Q1: 13,392 shares 13,392 $403K 0.01% +4,522 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3,162 shares; 2026Q1: 6,437 shares 6,437 $402K 0.01% +3,275 Timeline FSMB 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: 14,175 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,722 shares; 2025Q3: 5,200 shares; 2025Q4: 7,690 shares; 2026Q1: 20,059 shares 20,059 $400K 0.01% +12,369 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 537 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 446 shares; 2025Q4: 1,177 shares; 2026Q1: 2,187 shares 2,187 $400K 0.01% +1,010 Timeline ICOW 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: 1,401 shares; 2024Q4: 1,346 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 9,400 shares 9,400 $399K 0.01% +8,588 Timeline PFEB 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: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 7,749 shares; 2025Q2: 8,736 shares; 2025Q3: 6,082 shares; 2025Q4: 5,467 shares; 2026Q1: 9,912 shares 9,912 $397K 0.01% +4,445 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 443 shares; 2025Q1: 616 shares; 2025Q2: 551 shares; 2025Q3: 445 shares; 2025Q4: 749 shares; 2026Q1: 5,276 shares 5,276 $397K 0.01% +4,527 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 8,545 shares 8,545 $397K 0.01% +8,195 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 342 shares; 2025Q1: 410 shares; 2025Q2: 403 shares; 2025Q3: 464 shares; 2025Q4: 493 shares; 2026Q1: 888 shares 888 $397K 0.01% +395 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 4,930 shares; 2025Q1: 4,435 shares; 2025Q2: 4,090 shares; 2025Q3: 3,273 shares; 2025Q4: 3,503 shares; 2026Q1: 11,273 shares 11,273 $396K 0.01% +7,770 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,985 shares; 2024Q4: 22,072 shares; 2025Q1: 7,904 shares; 2025Q2: 6,909 shares; 2025Q3: 6,847 shares; 2025Q4: 7,329 shares; 2026Q1: 7,854 shares 7,854 $395K 0.01% +525 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,463 shares; 2026Q1: 1,822 shares 1,822 $395K 0.01% +359 Timeline STXD 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: 6,085 shares; 2024Q4: 8,336 shares; 2025Q1: 8,406 shares; 2025Q2: 9,004 shares; 2025Q3: 9,035 shares; 2025Q4: 10,015 shares; 2026Q1: 11,063 shares 11,063 $393K 0.01% +1,048 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 13,532 shares; 2025Q1: 13,532 shares; 2025Q2: 13,532 shares; 2025Q3: 13,532 shares; 2025Q4: 15,746 shares; 2026Q1: 17,971 shares 17,971 $392K 0.01% +2,225 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 9,406 shares; 2025Q1: 10,437 shares; 2025Q2: 11,459 shares; 2025Q3: 12,947 shares; 2025Q4: 12,978 shares; 2026Q1: 42,464 shares 42,464 $391K 0.01% +29,486 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,649 shares 9,649 $391K 0.01% new Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: 98,532 shares; 2025Q1: 99,229 shares; 2025Q2: 101,846 shares; 2025Q3: 99,267 shares; 2025Q4: 96,653 shares; 2026Q1: 205,210 shares 205,210 $390K 0.01% +108,557 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 51,250 shares 51,250 $388K 0.01% new Timeline CPSO 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: 3,535 shares; 2025Q1: 4,515 shares; 2025Q2: 2,557 shares; 2025Q3: 1,577 shares; 2025Q4: 21,128 shares; 2026Q1: 14,365 shares 14,365 $388K 0.01% -6,763 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,568 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,672 shares; 2026Q1: 14,367 shares 14,367 $387K 0.01% +9,695 Timeline ITDF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,571 shares 10,571 $387K 0.01% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,501 shares; 2025Q1: 4,983 shares; 2025Q2: 5,970 shares; 2025Q3: 2,658 shares; 2025Q4: 4,556 shares; 2026Q1: 9,252 shares 9,252 $386K 0.01% +4,696 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 8,118 shares; 2026Q1: 14,847 shares 14,847 $386K 0.01% +6,729 Timeline PSCT 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,608 shares; 2025Q4: 6,614 shares; 2026Q1: 6,406 shares 6,406 $385K 0.01% -208 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,445 shares 3,445 $383K 0.01% +163 Timeline JULT 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: 6,406 shares; 2024Q4: 2,269 shares; 2025Q1: 1,459 shares; 2025Q2: 8,243 shares; 2025Q3: 15,511 shares; 2025Q4: 12,508 shares; 2026Q1: 8,705 shares 8,705 $383K 0.01% -3,803 Timeline DDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,445 shares 9,445 $382K 0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,773 shares 15,773 $380K 0.01% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 33 shares; 2025Q1: 45 shares; 2025Q2: 12 shares; 2025Q3: 30 shares; 2025Q4: 2,829 shares; 2026Q1: 3,226 shares 3,226 $380K 0.01% +397 Timeline SIXJ 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: 5,374 shares; 2024Q4: 5,261 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 9,907 shares; 2025Q4: 9,563 shares; 2026Q1: 11,216 shares 11,216 $377K 0.01% +1,653 Timeline FMF 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: 36,500 shares; 2024Q4: 39,167 shares; 2025Q1: 41,792 shares; 2025Q2: 7,617 shares; 2025Q3: 6,555 shares; 2025Q4: 6,407 shares; 2026Q1: 7,453 shares 7,453 $377K 0.01% +1,046 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 10,304 shares; 2025Q1: 9,609 shares; 2025Q2: 9,609 shares; 2025Q3: 9,609 shares; 2025Q4: 8,067 shares; 2026Q1: 10,926 shares 10,926 $377K 0.01% +2,859 Timeline QHY 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: 3,616 shares; 2024Q4: 3,637 shares; 2025Q1: 4,167 shares; 2025Q2: 4,661 shares; 2025Q3: 5,832 shares; 2025Q4: 6,627 shares; 2026Q1: 8,250 shares 8,250 $376K 0.01% +1,623 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 176 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 1,802 shares 1,802 $376K 0.01% +1,622 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,490 shares; 2024Q4: 24,663 shares; 2025Q1: 36,855 shares; 2025Q2: 35,596 shares; 2025Q3: 36,196 shares; 2025Q4: 44,549 shares; 2026Q1: 14,415 shares 14,415 $373K 0.01% -30,134 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,209 shares; 2025Q1: 1,253 shares; 2025Q2: 1,825 shares; 2025Q3: 1,395 shares; 2025Q4: 1,264 shares; 2026Q1: 2,147 shares 2,147 $372K 0.01% +883 Timeline CPNJ 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: 35,817 shares; 2024Q4: 35,309 shares; 2025Q1: 15,227 shares; 2025Q2: 23,370 shares; 2025Q3: 22,230 shares; 2025Q4: 15,597 shares; 2026Q1: 13,737 shares 13,737 $371K 0.01% -1,860 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 33,656 shares; 2025Q3: 31,974 shares; 2025Q4: 6,194 shares; 2026Q1: 8,645 shares 8,645 $371K 0.01% +2,451 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,573 shares 12,573 $370K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 346 shares; 2025Q1: 345 shares; 2025Q2: 346 shares; 2025Q3: 139 shares; 2025Q4: 240 shares; 2026Q1: 2,658 shares 2,658 $369K 0.01% +2,418 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 32,014 shares; 2025Q1: 40,249 shares; 2025Q2: 45,124 shares; 2025Q3: 52,665 shares; 2025Q4: 16,863 shares; 2026Q1: 19,497 shares 19,497 $369K 0.01% +2,634 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 283 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 10,901 shares 10,901 $369K 0.01% +10,775 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,319 shares; 2025Q1: 2,364 shares; 2025Q2: 2,379 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 17,749 shares 17,749 $368K 0.01% +16,493 Timeline QCOC 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: 5,545 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares; 2025Q3: 7,420 shares; 2025Q4: 16,291 shares; 2026Q1: 16,746 shares 16,746 $368K 0.01% +455 Timeline FJP 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: 3,256 shares; 2024Q4: 3,340 shares; 2025Q1: 3,538 shares; 2025Q2: 3,946 shares; 2025Q3: 4,140 shares; 2025Q4: 4,457 shares; 2026Q1: 5,060 shares 5,060 $367K 0.01% +603 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,532 shares; 2024Q4: 18,095 shares; 2025Q1: 11,060 shares; 2025Q2: 11,158 shares; 2025Q3: 12,503 shares; 2025Q4: 12,184 shares; 2026Q1: 15,138 shares 15,138 $367K 0.01% +2,954 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,777 shares; 2025Q1: 2,666 shares; 2025Q2: 2,381 shares; 2025Q3: 2,603 shares; 2025Q4: 2,631 shares; 2026Q1: 2,688 shares 2,688 $367K 0.01% +57 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 35 shares; 2025Q1: 27 shares; 2025Q2: 62 shares; 2025Q3: 66 shares; 2025Q4: 126 shares; 2026Q1: 3,188 shares 3,188 $366K 0.01% +3,062 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,501 shares; 2025Q1: 2,962 shares; 2025Q2: 2,768 shares; 2025Q3: 2,691 shares; 2025Q4: 4,479 shares; 2026Q1: 5,382 shares 5,382 $366K 0.01% +903 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,910 shares; 2025Q1: 5,379 shares; 2025Q2: 6,308 shares; 2025Q3: 6,074 shares; 2025Q4: 5,949 shares; 2026Q1: 5,824 shares 5,824 $365K 0.01% -125 Timeline STXF 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: 2,477 shares; 2024Q4: 4,381 shares; 2025Q1: 8,963 shares; 2025Q2: 13,573 shares; 2025Q3: 10,084 shares; 2025Q4: 8,754 shares; 2026Q1: 8,704 shares 8,704 $365K 0.01% -50 Timeline ISMD 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: 4,059 shares; 2024Q4: 28,553 shares; 2025Q1: 4,037 shares; 2025Q2: 4,052 shares; 2025Q3: 4,880 shares; 2025Q4: 4,752 shares; 2026Q1: 9,093 shares 9,093 $363K 0.01% +4,341 Timeline IMCB 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: 2,149 shares; 2024Q4: 1,967 shares; 2025Q1: 1,958 shares; 2025Q2: 1,930 shares; 2025Q3: 4,474 shares; 2025Q4: 4,551 shares; 2026Q1: 4,349 shares 4,349 $363K 0.01% -202 Timeline DRLL 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: 187 shares; 2024Q4: 377 shares; 2025Q1: 5,662 shares; 2025Q2: 8,534 shares; 2025Q3: 8,625 shares; 2025Q4: 8,637 shares; 2026Q1: 9,094 shares 9,094 $359K 0.01% +457 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 217 shares; 2025Q1: 194 shares; 2025Q2: 179 shares; 2025Q3: 187 shares; 2025Q4: 653 shares; 2026Q1: 4,355 shares 4,355 $359K 0.01% +3,702 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 3,557 shares 3,557 $358K 0.01% +2,937 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 96 shares; 2025Q1: 497 shares; 2025Q2: 499 shares; 2025Q3: 191 shares; 2025Q4: 101 shares; 2026Q1: 6,569 shares 6,569 $358K 0.01% +6,468 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,196 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,303 shares; 2025Q4: 1,577 shares; 2026Q1: 4,318 shares 4,318 $358K 0.01% +2,741 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 14,388 shares; 2025Q4: 14,388 shares; 2026Q1: 14,388 shares 14,388 $356K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,588 shares; 2025Q1: 1,573 shares; 2025Q2: 1,115 shares; 2025Q3: 1,235 shares; 2025Q4: 1,490 shares; 2026Q1: 2,370 shares 2,370 $356K 0.01% +880 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 3,738 shares 3,738 $354K 0.01% +3,097 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,351 shares; 2025Q2: 2,094 shares; 2025Q3: 2,096 shares; 2025Q4: 2,056 shares; 2026Q1: 2,433 shares 2,433 $352K 0.01% +377 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 836 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 845 shares; 2025Q4: 2,007 shares; 2026Q1: 4,153 shares 4,153 $351K 0.01% +2,146 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 8,282 shares; 2025Q1: 9,056 shares; 2025Q2: 9,337 shares; 2025Q3: 7,724 shares; 2025Q4: 8,149 shares; 2026Q1: 7,949 shares 7,949 $351K 0.01% -200 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,425 shares; 2026Q1: 10,425 shares 10,425 $351K 0.01% 0 Timeline DECT 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: 2,486 shares; 2024Q4: 20,932 shares; 2025Q1: 15,565 shares; 2025Q2: 15,900 shares; 2025Q3: 7,063 shares; 2025Q4: 15,444 shares; 2026Q1: 9,875 shares 9,875 $351K 0.01% -5,569 Timeline BOXA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 3,330 shares 3,330 $350K 0.01% +3,047 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: not reported; 2026Q1: 4,446 shares 4,446 $348K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 1,769 shares; 2025Q1: 1,809 shares; 2025Q2: 1,803 shares; 2025Q3: 2,629 shares; 2025Q4: 5,937 shares; 2026Q1: 9,047 shares 9,047 $348K 0.01% +3,110 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,437 shares; 2025Q1: 2,803 shares; 2025Q2: 2,837 shares; 2025Q3: 2,892 shares; 2025Q4: 2,996 shares; 2026Q1: 3,469 shares 3,469 $346K 0.01% +473 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 2,183 shares 2,183 $346K 0.01% +2,088 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9,560 shares; 2025Q1: 5,577 shares; 2025Q2: 5,604 shares; 2025Q3: 5,631 shares; 2025Q4: 5,966 shares; 2026Q1: 7,149 shares 7,149 $345K 0.01% +1,183 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 505 shares; 2025Q1: 895 shares; 2025Q2: 2,108 shares; 2025Q3: 2,054 shares; 2025Q4: 5,675 shares; 2026Q1: 4,264 shares 4,264 $345K 0.01% -1,411 Timeline SEPT 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: 14,734 shares; 2024Q4: 15,908 shares; 2025Q1: 6,589 shares; 2025Q2: 6,131 shares; 2025Q3: 16,743 shares; 2025Q4: 12,349 shares; 2026Q1: 10,042 shares 10,042 $345K 0.01% -2,307 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,838 shares; 2025Q1: 5,797 shares; 2025Q2: 5,558 shares; 2025Q3: 8,974 shares; 2025Q4: 7,972 shares; 2026Q1: 9,597 shares 9,597 $345K 0.01% +1,625 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,697 shares; 2025Q1: 1,473 shares; 2025Q2: 168 shares; 2025Q3: 4,095 shares; 2025Q4: 4,430 shares; 2026Q1: 4,396 shares 4,396 $345K 0.01% -34 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 9,396 shares; 2025Q1: 10,388 shares; 2025Q2: 11,520 shares; 2025Q3: 11,809 shares; 2025Q4: 13,942 shares; 2026Q1: 16,887 shares 16,887 $345K 0.01% +2,945 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,310 shares; 2025Q2: 3,103 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 5,509 shares 5,509 $345K 0.01% +2,128 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,508 shares; 2025Q1: 4,914 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,451 shares; 2026Q1: 5,219 shares 5,219 $344K 0.01% -232 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,367 shares; 2025Q1: 3,566 shares; 2025Q2: 3,416 shares; 2025Q3: 4,036 shares; 2025Q4: 3,615 shares; 2026Q1: 9,618 shares 9,618 $343K 0.01% +6,003 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,791 shares 6,791 $342K 0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 13,922 shares 13,922 $342K 0.01% +13,200 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,950 shares; 2025Q1: 9,950 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 20,178 shares; 2026Q1: 39,396 shares 39,396 $341K 0.01% +19,218 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares; 2026Q1: 5,172 shares 5,172 $341K 0.01% -576 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,173 shares; 2024Q4: 32,173 shares; 2025Q1: 32,173 shares; 2025Q2: 32,173 shares; 2025Q3: 31,004 shares; 2025Q4: 31,004 shares; 2026Q1: 27,957 shares 27,957 $341K 0.01% -3,047 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 12,834 shares 12,834 $340K 0.01% +11,839 Timeline BSCV 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: 167 shares; 2024Q4: 7,528 shares; 2025Q1: 15,589 shares; 2025Q2: 15,781 shares; 2025Q3: 17,115 shares; 2025Q4: 13,116 shares; 2026Q1: 20,635 shares 20,635 $340K 0.01% +7,519 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,595 shares; 2025Q2: 13,089 shares; 2025Q3: 13,221 shares; 2025Q4: 18,494 shares; 2026Q1: 16,636 shares 16,636 $339K 0.01% -1,858 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 3,286 shares; 2025Q1: 2,847 shares; 2025Q2: 2,325 shares; 2025Q3: 2,571 shares; 2025Q4: 8,843 shares; 2026Q1: 5,503 shares 5,503 $339K 0.01% -3,340 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 215 shares; 2025Q1: 236 shares; 2025Q2: 309 shares; 2025Q3: 319 shares; 2025Q4: 889 shares; 2026Q1: 1,355 shares 1,355 $339K 0.01% +466 Timeline TMAT 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: 3,974 shares; 2024Q4: 3,396 shares; 2025Q1: 4,156 shares; 2025Q2: 3,829 shares; 2025Q3: 4,330 shares; 2025Q4: 3,906 shares; 2026Q1: 14,584 shares 14,584 $338K 0.01% +10,678 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 265 shares; 2025Q1: 356 shares; 2025Q2: 404 shares; 2025Q3: 506 shares; 2025Q4: 884 shares; 2026Q1: 4,197 shares 4,197 $338K 0.01% +3,313 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,175 shares; 2025Q2: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 5,703 shares; 2026Q1: 6,937 shares 6,937 $336K 0.01% +1,234 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 608 shares; 2026Q1: 4,279 shares 4,279 $334K 0.01% +3,671 Timeline FSTA 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: 2,412 shares; 2024Q4: 2,436 shares; 2025Q1: 2,438 shares; 2025Q2: 2,418 shares; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares; 2026Q1: 6,374 shares 6,374 $334K 0.01% +4,245 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,101 shares; 2025Q4: 3,495 shares; 2026Q1: 9,858 shares 9,858 $333K 0.01% +6,363 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,861 shares; 2025Q1: 1,871 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 4,572 shares; 2026Q1: 3,063 shares 3,063 $333K 0.01% -1,509 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,967 shares; 2025Q4: 5,625 shares; 2026Q1: 6,446 shares 6,446 $332K 0.01% +821 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 689 shares; 2025Q1: 18,210 shares; 2025Q2: 18,079 shares; 2025Q3: 4,516 shares; 2025Q4: 3,474 shares; 2026Q1: 4,490 shares 4,490 $332K 0.01% +1,016 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 498 shares; 2025Q1: 496 shares; 2025Q2: 512 shares; 2025Q3: 681 shares; 2025Q4: 988 shares; 2026Q1: 1,915 shares 1,915 $331K 0.01% +927 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 348 shares; 2025Q1: 300 shares; 2025Q2: 306 shares; 2025Q3: 454 shares; 2025Q4: 3,466 shares; 2026Q1: 4,763 shares 4,763 $330K 0.01% +1,297 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 902 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,574 shares; 2025Q4: 1,688 shares; 2026Q1: 2,177 shares 2,177 $329K 0.01% +489 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 10,808 shares; 2025Q1: 10,483 shares; 2025Q2: 10,483 shares; 2025Q3: 10,483 shares; 2025Q4: 11,483 shares; 2026Q1: 11,483 shares 11,483 $329K 0.01% 0 Timeline IGF 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: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 2,217 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 2,228 shares; 2026Q1: 4,909 shares 4,909 $329K 0.01% +2,681 Timeline YYY 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: 16,422 shares; 2024Q4: 16,365 shares; 2025Q1: 16,569 shares; 2025Q2: 17,244 shares; 2025Q3: 13,950 shares; 2025Q4: 16,142 shares; 2026Q1: 29,815 shares 29,815 $329K 0.01% +13,673 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,880 shares; 2025Q1: 6,033 shares; 2025Q2: 5,321 shares; 2025Q3: 6,400 shares; 2025Q4: 9,619 shares; 2026Q1: 16,128 shares 16,128 $328K 0.01% +6,509 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 804 shares; 2025Q1: 1,110 shares; 2025Q2: 1,278 shares; 2025Q3: 1,318 shares; 2025Q4: 2,730 shares; 2026Q1: 4,214 shares 4,214 $327K 0.01% +1,484 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 860 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,153 shares; 2025Q4: 1,141 shares; 2026Q1: 1,670 shares 1,670 $326K 0.01% +529 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,231 shares; 2025Q1: 3,093 shares; 2025Q2: 3,078 shares; 2025Q3: 3,101 shares; 2025Q4: 3,099 shares; 2026Q1: 3,599 shares 3,599 $326K 0.01% +500 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,572 shares; 2025Q1: 3,476 shares; 2025Q2: 3,394 shares; 2025Q3: 3,413 shares; 2025Q4: 3,500 shares; 2026Q1: 3,832 shares 3,832 $325K 0.01% +332 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,156 shares; 2025Q1: 39,382 shares; 2025Q2: 29,547 shares; 2025Q3: 27,730 shares; 2025Q4: 29,166 shares; 2026Q1: 12,101 shares 12,101 $325K 0.01% -17,065 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 1,267 shares; 2025Q1: 1,276 shares; 2025Q2: 1,306 shares; 2025Q3: 1,233 shares; 2025Q4: 2,264 shares; 2026Q1: 6,499 shares 6,499 $325K 0.01% +4,235 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 5,868 shares; 2025Q1: 5,353 shares; 2025Q2: 5,723 shares; 2025Q3: 5,593 shares; 2025Q4: 2,180 shares; 2026Q1: 7,905 shares 7,905 $325K 0.01% +5,725 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,629 shares; 2025Q1: 1,674 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 3,544 shares 3,544 $324K 0.01% +2,163 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 7,738 shares; 2025Q1: 7,595 shares; 2025Q2: 6,551 shares; 2025Q3: 6,285 shares; 2025Q4: 5,479 shares; 2026Q1: 5,238 shares 5,238 $324K <0.01% -241 Timeline XMPT 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: 18,016 shares; 2024Q4: 14,134 shares; 2025Q1: 17,799 shares; 2025Q2: 14,280 shares; 2025Q3: 15,039 shares; 2025Q4: 15,027 shares; 2026Q1: 15,039 shares 15,039 $323K <0.01% +12 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,029 shares; 2024Q4: 36,572 shares; 2025Q1: 23,086 shares; 2025Q2: 10,591 shares; 2025Q3: 9,632 shares; 2025Q4: 9,336 shares; 2026Q1: 9,137 shares 9,137 $323K <0.01% -199 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 2,166 shares; 2025Q1: 4,132 shares; 2025Q2: 5,543 shares; 2025Q3: 5,856 shares; 2025Q4: 6,281 shares; 2026Q1: 6,141 shares 6,141 $321K <0.01% -140 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,404 shares; 2025Q1: 2,590 shares; 2025Q2: 1,270 shares; 2025Q3: 2,887 shares; 2025Q4: 2,304 shares; 2026Q1: 5,791 shares 5,791 $320K <0.01% +3,487 Timeline VTC 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: 12,946 shares; 2024Q4: 2,314 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,539 shares; 2025Q4: 2,486 shares; 2026Q1: 4,153 shares 4,153 $319K <0.01% +1,667 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,904 shares; 2025Q1: 3,311 shares; 2025Q2: 3,172 shares; 2025Q3: 3,404 shares; 2025Q4: 2,750 shares; 2026Q1: 6,195 shares 6,195 $318K <0.01% +3,445 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 176 shares; 2025Q1: 795 shares; 2025Q2: 2,446 shares; 2025Q3: 3,867 shares; 2025Q4: 3,812 shares; 2026Q1: 2,902 shares 2,902 $318K <0.01% -910 Timeline SUSC 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: 12,506 shares; 2024Q4: 12,037 shares; 2025Q1: 13,924 shares; 2025Q2: 13,583 shares; 2025Q3: 14,197 shares; 2025Q4: 13,472 shares; 2026Q1: 13,735 shares 13,735 $318K <0.01% +263 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 13,659 shares; 2025Q4: 13,659 shares; 2026Q1: 41,833 shares 41,833 $317K <0.01% +28,174 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 118,338 shares; 2025Q1: 129,204 shares; 2025Q2: 136,889 shares; 2025Q3: 22,935 shares; 2025Q4: 13,574 shares; 2026Q1: 12,290 shares 12,290 $316K <0.01% -1,284 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,925 shares; 2025Q2: 49,562 shares; 2025Q3: 48,535 shares; 2025Q4: 8,114 shares; 2026Q1: 11,286 shares 11,286 $315K <0.01% +3,172 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 4,583 shares; 2025Q1: 928 shares; 2025Q2: 9,733 shares; 2025Q3: 10,502 shares; 2025Q4: 1,408 shares; 2026Q1: 1,284 shares 1,284 $315K <0.01% -124 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 10,052 shares; 2025Q1: 10,271 shares; 2025Q2: 10,762 shares; 2025Q3: 10,998 shares; 2025Q4: 8,309 shares; 2026Q1: 8,676 shares 8,676 $314K <0.01% +367 Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 9,705 shares; 2026Q1: 9,705 shares 9,705 $313K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 894 shares; 2025Q1: 3,542 shares; 2025Q2: 3,909 shares; 2025Q3: 4,713 shares; 2025Q4: 6,069 shares; 2026Q1: 7,653 shares 7,653 $312K <0.01% +1,584 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1,549 shares 1,549 $312K <0.01% +1,548 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,520 shares; 2025Q1: 1,409 shares; 2025Q2: 1,448 shares; 2025Q3: 1,799 shares; 2025Q4: 2,034 shares; 2026Q1: 3,428 shares 3,428 $312K <0.01% +1,394 Timeline CPST 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: 15,495 shares; 2025Q4: 15,495 shares; 2026Q1: 11,556 shares 11,556 $312K <0.01% -3,939 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,219 shares 4,219 $311K <0.01% new Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,242 shares; 2026Q1: 6,165 shares 6,165 $310K <0.01% +923 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,901 shares; 2025Q1: 2,822 shares; 2025Q2: 2,682 shares; 2025Q3: 2,796 shares; 2025Q4: 1,411 shares; 2026Q1: 2,145 shares 2,145 $310K <0.01% +734 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,535 shares; 2025Q2: 7,590 shares; 2025Q3: 7,450 shares; 2025Q4: 6,595 shares; 2026Q1: 6,524 shares 6,524 $310K <0.01% -71 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,584 shares; 2025Q1: 1,588 shares; 2025Q2: 1,592 shares; 2025Q3: 2,144 shares; 2025Q4: 2,152 shares; 2026Q1: 5,741 shares 5,741 $310K <0.01% +3,589 Timeline EUSB 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: 8,529 shares; 2024Q4: 8,307 shares; 2025Q1: 9,335 shares; 2025Q2: 9,523 shares; 2025Q3: 9,326 shares; 2025Q4: 6,665 shares; 2026Q1: 7,117 shares 7,117 $310K <0.01% +452 Timeline ISCV 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: 2,700 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 4,850 shares; 2026Q1: 4,450 shares 4,450 $309K <0.01% -400 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 10,687 shares; 2025Q1: 6,687 shares; 2025Q2: 6,959 shares; 2025Q3: 11,002 shares; 2025Q4: 11,576 shares; 2026Q1: 13,433 shares 13,433 $309K <0.01% +1,857 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 32 shares; 2026Q1: 2,199 shares 2,199 $307K <0.01% +2,167 Timeline PSH 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: 5,905 shares; 2025Q3: 6,011 shares; 2025Q4: 6,098 shares; 2026Q1: 6,184 shares 6,184 $307K <0.01% +86 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,889 shares; 2026Q1: 3,840 shares 3,840 $307K <0.01% +951 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 805 shares; 2025Q1: 676 shares; 2025Q2: 732 shares; 2025Q3: 897 shares; 2025Q4: 720 shares; 2026Q1: 2,102 shares 2,102 $306K <0.01% +1,382 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1,501 shares 1,501 $306K <0.01% +1,500 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 8,541 shares; 2026Q1: 9,745 shares 9,745 $306K <0.01% +1,204 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 2,015 shares; 2026Q1: 3,785 shares 3,785 $305K <0.01% +1,770 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares 4,055 $305K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 417 shares; 2025Q1: 420 shares; 2025Q2: 1,346 shares; 2025Q3: 476 shares; 2025Q4: 540 shares; 2026Q1: 2,250 shares 2,250 $304K <0.01% +1,710 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 2,959 shares; 2025Q4: 875 shares; 2026Q1: 4,287 shares 4,287 $303K <0.01% +3,412 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,736 shares; 2026Q1: 1,478 shares 1,478 $303K <0.01% -258 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 2,457 shares; 2025Q1: 1,115 shares; 2025Q2: 1,136 shares; 2025Q3: 1,249 shares; 2025Q4: 1,256 shares; 2026Q1: 3,242 shares 3,242 $303K <0.01% +1,986 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 12,336 shares; 2025Q1: 12,099 shares; 2025Q2: 11,575 shares; 2025Q3: 10,519 shares; 2025Q4: 9,340 shares; 2026Q1: 10,261 shares 10,261 $303K <0.01% +921 Timeline QCLN 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: 11,952 shares; 2024Q4: 11,233 shares; 2025Q1: 10,917 shares; 2025Q2: 10,844 shares; 2025Q3: 8,864 shares; 2025Q4: 7,562 shares; 2026Q1: 6,507 shares 6,507 $302K <0.01% -1,055 Timeline BUYW 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: 3,675 shares; 2024Q4: 3,882 shares; 2025Q1: 4,900 shares; 2025Q2: 4,987 shares; 2025Q3: 5,443 shares; 2025Q4: 5,719 shares; 2026Q1: 21,428 shares 21,428 $302K <0.01% +15,709 Timeline IQM 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: 3,915 shares; 2024Q4: 3,951 shares; 2025Q1: 3,127 shares; 2025Q2: 3,144 shares; 2025Q3: 3,221 shares; 2025Q4: 3,498 shares; 2026Q1: 3,404 shares 3,404 $301K <0.01% -94 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 238 shares; 2025Q1: 304 shares; 2025Q2: 358 shares; 2025Q3: 394 shares; 2025Q4: 725 shares; 2026Q1: 1,083 shares 1,083 $301K <0.01% +358 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,695 shares 9,695 $300K <0.01% new Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 12,036 shares; 2026Q1: 12,036 shares 12,036 $299K <0.01% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares; 2026Q1: 3,357 shares 3,357 $299K <0.01% +806 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,510 shares; 2025Q4: 2,088 shares; 2026Q1: 2,091 shares 2,091 $299K <0.01% +3 Timeline FAD 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 1,873 shares 1,873 $298K <0.01% +1,662 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,443 shares; 2025Q1: 1,429 shares; 2025Q2: 1,191 shares; 2025Q3: 1,569 shares; 2025Q4: 1,497 shares; 2026Q1: 1,564 shares 1,564 $297K <0.01% +67 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,875 shares; 2024Q4: 27,275 shares; 2025Q1: 29,325 shares; 2025Q2: 28,655 shares; 2025Q3: 28,205 shares; 2025Q4: 28,455 shares; 2026Q1: 34,802 shares 34,802 $294K <0.01% +6,347 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 16,542 shares; 2025Q4: 16,943 shares; 2026Q1: 16,335 shares 16,335 $294K <0.01% -608 Timeline FCTR 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: 7,502 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 5,894 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 8,237 shares 8,237 $294K <0.01% +2,415 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares 7,440 $294K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 985 shares; 2025Q1: 1,066 shares; 2025Q2: 823 shares; 2025Q3: 1,060 shares; 2025Q4: 1,032 shares; 2026Q1: 3,835 shares 3,835 $293K <0.01% +2,803 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,512 shares; 2025Q1: 10,019 shares; 2025Q2: 9,431 shares; 2025Q3: 10,558 shares; 2025Q4: 9,280 shares; 2026Q1: 5,524 shares 5,524 $293K <0.01% -3,756 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,136 shares; 2025Q1: 3,373 shares; 2025Q2: 2,379 shares; 2025Q3: 3,102 shares; 2025Q4: 3,375 shares; 2026Q1: 6,268 shares 6,268 $292K <0.01% +2,893 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 1,520 shares; 2025Q1: 6,530 shares; 2025Q2: 6,609 shares; 2025Q3: 8,328 shares; 2025Q4: 12,139 shares; 2026Q1: 9,208 shares 9,208 $292K <0.01% -2,931 Timeline GSIB THEMES ETF TR More: the full row for THEMES 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: 5,725 shares 5,725 $291K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,210 shares; 2025Q1: 2,495 shares; 2025Q2: 2,471 shares; 2025Q3: 2,043 shares; 2025Q4: 1,399 shares; 2026Q1: 1,614 shares 1,614 $291K <0.01% +215 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 7,572 shares; 2025Q1: 10,861 shares; 2025Q2: 13,774 shares; 2025Q3: 14,179 shares; 2025Q4: 5,072 shares; 2026Q1: 5,743 shares 5,743 $291K <0.01% +671 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,825 shares; 2025Q1: 5,152 shares; 2025Q2: 5,152 shares; 2025Q3: 6,285 shares; 2025Q4: 5,590 shares; 2026Q1: 7,390 shares 7,390 $290K <0.01% +1,800 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,087 shares; 2025Q1: 1,085 shares; 2025Q2: 1,088 shares; 2025Q3: 1,104 shares; 2025Q4: 1,183 shares; 2026Q1: 3,583 shares 3,583 $290K <0.01% +2,400 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,349 shares; 2025Q1: 2,944 shares; 2025Q2: 2,446 shares; 2025Q3: 2,445 shares; 2025Q4: 1,998 shares; 2026Q1: 4,669 shares 4,669 $288K <0.01% +2,671 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,364 shares; 2025Q4: 1,370 shares; 2026Q1: 8,068 shares 8,068 $286K <0.01% +6,698 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 7,025 shares; 2025Q2: 6,946 shares; 2025Q3: 6,680 shares; 2025Q4: 6,504 shares; 2026Q1: 5,793 shares 5,793 $286K <0.01% -711 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 5,293 shares; 2025Q1: 7,331 shares; 2025Q2: 7,468 shares; 2025Q3: 7,770 shares; 2025Q4: 8,976 shares; 2026Q1: 9,903 shares 9,903 $286K <0.01% +927 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,299 shares 4,299 $285K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,021 shares; 2025Q2: 909 shares; 2025Q3: 860 shares; 2025Q4: 890 shares; 2026Q1: 1,447 shares 1,447 $285K <0.01% +557 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,309 shares; 2025Q2: 6,105 shares; 2025Q3: 8,290 shares; 2025Q4: 6,535 shares; 2026Q1: 4,445 shares 4,445 $284K <0.01% -2,090 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 112 shares; 2025Q4: 2,612 shares; 2026Q1: 7,207 shares 7,207 $284K <0.01% +4,595 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,198 shares; 2025Q1: 16,198 shares; 2025Q2: 16,156 shares; 2025Q3: 16,742 shares; 2025Q4: 16,034 shares; 2026Q1: 19,884 shares 19,884 $284K <0.01% +3,850 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 4,239 shares; 2025Q1: 3,651 shares; 2025Q2: 3,545 shares; 2025Q3: 5,926 shares; 2025Q4: 5,384 shares; 2026Q1: 11,912 shares 11,912 $284K <0.01% +6,528 Timeline QBUF 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: 4,741 shares; 2024Q4: 6,972 shares; 2025Q1: 7,273 shares; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,676 shares; 2026Q1: 9,686 shares 9,686 $283K <0.01% +1,010 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 842 shares; 2025Q1: 900 shares; 2025Q2: 838 shares; 2025Q3: 1,425 shares; 2025Q4: 1,464 shares; 2026Q1: 2,673 shares 2,673 $283K <0.01% +1,209 Timeline FTRI 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: 25,326 shares; 2024Q4: 22,143 shares; 2025Q1: 19,474 shares; 2025Q2: 17,248 shares; 2025Q3: 16,902 shares; 2025Q4: 16,115 shares; 2026Q1: 15,825 shares 15,825 $282K <0.01% -290 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,723 shares; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 7,819 shares; 2025Q4: 11,591 shares; 2026Q1: 11,910 shares 11,910 $282K <0.01% +319 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 9,850 shares 9,850 $282K <0.01% +4,650 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 10,568 shares; 2025Q1: 12,535 shares; 2025Q2: 12,591 shares; 2025Q3: 6,778 shares; 2025Q4: 6,404 shares; 2026Q1: 11,613 shares 11,613 $282K <0.01% +5,209 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 840 shares; 2025Q1: 938 shares; 2025Q2: 1,032 shares; 2025Q3: 1,030 shares; 2025Q4: 928 shares; 2026Q1: 2,016 shares 2,016 $281K <0.01% +1,088 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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 shares; 2026Q1: 18,607 shares 18,607 $281K <0.01% +18,605 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 13,803 shares; 2025Q1: 13,803 shares; 2025Q2: 12,762 shares; 2025Q3: 16,598 shares; 2025Q4: 5,661 shares; 2026Q1: 5,645 shares 5,645 $280K <0.01% -16 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 8,294 shares; 2025Q1: 6,451 shares; 2025Q2: 5,402 shares; 2025Q3: 5,349 shares; 2025Q4: 5,471 shares; 2026Q1: 12,470 shares 12,470 $280K <0.01% +6,999 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,520 shares; 2025Q1: 3,158 shares; 2025Q2: 2,981 shares; 2025Q3: 3,073 shares; 2025Q4: 2,841 shares; 2026Q1: 2,963 shares 2,963 $280K <0.01% +122 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,492 shares; 2025Q1: 1,197 shares; 2025Q2: 1,207 shares; 2025Q3: 2,430 shares; 2025Q4: 2,094 shares; 2026Q1: 2,416 shares 2,416 $279K <0.01% +322 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 771 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 891 shares; 2025Q4: 1,119 shares; 2026Q1: 3,148 shares 3,148 $279K <0.01% +2,029 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,580 shares; 2025Q1: 11,757 shares; 2025Q2: 11,757 shares; 2025Q3: 12,349 shares; 2025Q4: 12,376 shares; 2026Q1: 10,827 shares 10,827 $278K <0.01% -1,549 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 186 shares; 2025Q1: 301 shares; 2025Q2: 369 shares; 2025Q3: 454 shares; 2025Q4: 545 shares; 2026Q1: 931 shares 931 $276K <0.01% +386 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 19,353 shares 19,353 $276K <0.01% +18,753 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,216 shares; 2025Q1: 2,048 shares; 2025Q2: 2,088 shares; 2025Q3: 2,105 shares; 2025Q4: 2,145 shares; 2026Q1: 12,218 shares 12,218 $275K <0.01% +10,073 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,802 shares; 2025Q1: 2,974 shares; 2025Q2: 3,303 shares; 2025Q3: 4,055 shares; 2025Q4: 4,508 shares; 2026Q1: 2,922 shares 2,922 $275K <0.01% -1,586 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 4,808 shares; 2025Q1: 4,683 shares; 2025Q2: 4,926 shares; 2025Q3: 8,016 shares; 2025Q4: 8,018 shares; 2026Q1: 9,351 shares 9,351 $273K <0.01% +1,333 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 255 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 91 shares; 2026Q1: 1,374 shares 1,374 $272K <0.01% +1,283 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,568 shares; 2025Q1: 1,571 shares; 2025Q2: 1,587 shares; 2025Q3: 1,592 shares; 2025Q4: 1,588 shares; 2026Q1: 1,696 shares 1,696 $272K <0.01% +108 Timeline JPLD 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: 1,067 shares; 2024Q4: 1,343 shares; 2025Q1: 1,829 shares; 2025Q2: 2,026 shares; 2025Q3: 3,063 shares; 2025Q4: 3,712 shares; 2026Q1: 5,200 shares 5,200 $271K <0.01% +1,488 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 14,595 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares; 2025Q4: 10,530 shares; 2026Q1: 6,984 shares 6,984 $270K <0.01% -3,546 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 4,612 shares; 2025Q4: 10,994 shares; 2026Q1: 11,151 shares 11,151 $270K <0.01% +157 Timeline TMFX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 9,332 shares; 2025Q3: 9,971 shares; 2025Q4: 9,972 shares; 2026Q1: 13,499 shares 13,499 $270K <0.01% +3,527 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 409 shares; 2025Q1: 456 shares; 2025Q2: 782 shares; 2025Q3: 1,677 shares; 2025Q4: 1,855 shares; 2026Q1: 2,418 shares 2,418 $269K <0.01% +563 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 744 shares; 2025Q1: 764 shares; 2025Q2: 753 shares; 2025Q3: 802 shares; 2025Q4: 550 shares; 2026Q1: 1,441 shares 1,441 $269K <0.01% +891 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 2,376 shares 2,376 $268K <0.01% +2,373 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 2,721 shares; 2025Q4: 3,018 shares; 2026Q1: 4,582 shares 4,582 $268K <0.01% +1,564 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 549 shares; 2025Q1: 4,376 shares; 2025Q2: 4,191 shares; 2025Q3: 4,609 shares; 2025Q4: 4,899 shares; 2026Q1: 24,346 shares 24,346 $268K <0.01% +19,447 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 7,746 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 10,746 shares; 2025Q4: 8,566 shares; 2026Q1: 27,994 shares 27,994 $266K <0.01% +19,428 Timeline DECU 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: 2,631 shares; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 10,242 shares; 2026Q1: 9,988 shares 9,988 $265K <0.01% -254 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 9,104 shares 9,104 $264K <0.01% +8,970 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,704 shares; 2025Q3: 3,661 shares; 2025Q4: 3,434 shares; 2026Q1: 5,836 shares 5,836 $264K <0.01% +2,402 Timeline FNCL 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: 1,617 shares; 2024Q4: 1,527 shares; 2025Q1: 1,746 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 2,788 shares; 2026Q1: 3,760 shares 3,760 $264K <0.01% +972 Timeline NJAN 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: 5,053 shares; 2024Q4: 5,047 shares; 2025Q1: 6,038 shares; 2025Q2: 5,128 shares; 2025Q3: 5,099 shares; 2025Q4: 2,524 shares; 2026Q1: 4,946 shares 4,946 $264K <0.01% +2,422 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,408 shares; 2025Q1: 1,890 shares; 2025Q2: 1,908 shares; 2025Q3: 2,180 shares; 2025Q4: 2,181 shares; 2026Q1: 3,227 shares 3,227 $264K <0.01% +1,046 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,754 shares 2,754 $263K <0.01% new Timeline RSPG 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: 1,790 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,805 shares; 2025Q3: 1,812 shares; 2025Q4: 1,881 shares; 2026Q1: 2,400 shares 2,400 $263K <0.01% +519 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 11,698 shares; 2025Q1: 4,820 shares; 2025Q2: 7,081 shares; 2025Q3: 8,334 shares; 2025Q4: 8,083 shares; 2026Q1: 10,332 shares 10,332 $262K <0.01% +2,249 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,364 shares; 2026Q1: 1,384 shares 1,384 $262K <0.01% +20 Timeline VRP 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: 838 shares; 2024Q4: 2,838 shares; 2025Q1: 4,490 shares; 2025Q2: 4,828 shares; 2025Q3: 5,608 shares; 2025Q4: 7,119 shares; 2026Q1: 10,902 shares 10,902 $261K <0.01% +3,783 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 7,079 shares; 2025Q1: 5,649 shares; 2025Q2: 5,544 shares; 2025Q3: 4,560 shares; 2025Q4: 4,710 shares; 2026Q1: 5,602 shares 5,602 $261K <0.01% +892 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,996 shares; 2025Q1: 2,708 shares; 2025Q2: 2,741 shares; 2025Q3: 4,050 shares; 2025Q4: 4,045 shares; 2026Q1: 3,888 shares 3,888 $260K <0.01% -157 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,512 shares 6,512 $259K <0.01% new Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,026 shares; 2025Q1: 8,026 shares; 2025Q2: 7,176 shares; 2025Q3: 6,726 shares; 2025Q4: 6,326 shares; 2026Q1: 7,626 shares 7,626 $259K <0.01% +1,300 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,788 shares; 2025Q1: 2,093 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,600 shares; 2026Q1: 1,951 shares 1,951 $259K <0.01% +351 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 301 shares; 2025Q1: 286 shares; 2025Q2: 307 shares; 2025Q3: 347 shares; 2025Q4: 542 shares; 2026Q1: 1,261 shares 1,261 $258K <0.01% +719 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 13,052 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,756 shares; 2025Q4: 7,103 shares; 2026Q1: 5,360 shares 5,360 $258K <0.01% -1,743 Timeline BFEB 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: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,969 shares; 2025Q2: 2,582 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 5,394 shares 5,394 $257K <0.01% +3,043 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,414 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,291 shares; 2025Q4: 1,126 shares; 2026Q1: 2,164 shares 2,164 $256K <0.01% +1,038 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 84 shares; 2025Q1: 141 shares; 2025Q2: 182 shares; 2025Q3: 279 shares; 2025Q4: 492 shares; 2026Q1: 642 shares 642 $256K <0.01% +150 Timeline IYZ 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: 34,535 shares; 2025Q1: 7,892 shares; 2025Q2: 30,528 shares; 2025Q3: 19,031 shares; 2025Q4: 19,090 shares; 2026Q1: 6,480 shares 6,480 $255K <0.01% -12,610 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,303 shares 6,303 $255K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,546 shares; 2025Q1: 2,729 shares; 2025Q2: 2,740 shares; 2025Q3: 2,742 shares; 2025Q4: 2,856 shares; 2026Q1: 6,308 shares 6,308 $254K <0.01% +3,452 Timeline GOP TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 6,748 shares 6,748 $254K <0.01% +6,692 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,152 shares; 2025Q1: 4,159 shares; 2025Q2: 4,170 shares; 2025Q3: 4,178 shares; 2025Q4: 4,188 shares; 2026Q1: 9,632 shares 9,632 $254K <0.01% +5,444 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,261 shares; 2024Q4: 33,654 shares; 2025Q1: 25,299 shares; 2025Q2: 24,580 shares; 2025Q3: 18,249 shares; 2025Q4: 18,517 shares; 2026Q1: 5,093 shares 5,093 $254K <0.01% -13,424 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 7,807 shares; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,072 shares; 2025Q4: 3,989 shares; 2026Q1: 5,183 shares 5,183 $253K <0.01% +1,194 Timeline DFAX 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: 3,694 shares; 2024Q4: 3,698 shares; 2025Q1: 3,913 shares; 2025Q2: 3,919 shares; 2025Q3: 3,921 shares; 2025Q4: 3,473 shares; 2026Q1: 7,441 shares 7,441 $253K <0.01% +3,968 Timeline FCOM 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: 1,170 shares; 2024Q4: 1,681 shares; 2025Q1: 1,394 shares; 2025Q2: 1,595 shares; 2025Q3: 2,562 shares; 2025Q4: 2,438 shares; 2026Q1: 3,708 shares 3,708 $253K <0.01% +1,270 Timeline MAYW 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: 23,398 shares; 2024Q4: 22,669 shares; 2025Q1: 12,702 shares; 2025Q2: 18,307 shares; 2025Q3: 17,921 shares; 2025Q4: 15,604 shares; 2026Q1: 7,465 shares 7,465 $252K <0.01% -8,139 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,342 shares; 2025Q1: 1,343 shares; 2025Q2: 1,344 shares; 2025Q3: 1,346 shares; 2025Q4: 1,348 shares; 2026Q1: 1,474 shares 1,474 $252K <0.01% +126 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 450 shares; 2026Q1: 7,326 shares 7,326 $251K <0.01% +6,876 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 11,959 shares; 2025Q2: 12,833 shares; 2025Q3: 12,754 shares; 2025Q4: 5,546 shares; 2026Q1: 5,619 shares 5,619 $251K <0.01% +73 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 655 shares; 2025Q1: 690 shares; 2025Q2: 813 shares; 2025Q3: 889 shares; 2025Q4: 1,094 shares; 2026Q1: 3,451 shares 3,451 $250K <0.01% +2,357 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 266 shares; 2025Q2: 250 shares; 2025Q3: 641 shares; 2025Q4: 3,092 shares; 2026Q1: 3,156 shares 3,156 $250K <0.01% +64 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 3,527 shares; 2025Q3: 3,963 shares; 2025Q4: 595 shares; 2026Q1: 782 shares 782 $250K <0.01% +187 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,385 shares; 2025Q1: 4,380 shares; 2025Q2: 2,945 shares; 2025Q3: 2,944 shares; 2025Q4: 2,388 shares; 2026Q1: 3,647 shares 3,647 $250K <0.01% +1,259 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,141 shares; 2025Q1: 1,230 shares; 2025Q2: 1,274 shares; 2025Q3: 1,487 shares; 2025Q4: 1,471 shares; 2026Q1: 1,258 shares 1,258 $250K <0.01% -213 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 96 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 3,856 shares 3,856 $249K <0.01% +3,773 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,691 shares 2,691 $248K <0.01% +228 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,320 shares; 2025Q1: 1,431 shares; 2025Q2: 1,446 shares; 2025Q3: 1,565 shares; 2025Q4: 1,534 shares; 2026Q1: 2,583 shares 2,583 $248K <0.01% +1,049 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 2,704 shares 2,704 $247K <0.01% +1,200 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,559 shares; 2025Q1: 5,720 shares; 2025Q2: 5,624 shares; 2025Q3: 15,416 shares; 2025Q4: 17,028 shares; 2026Q1: 22,582 shares 22,582 $246K <0.01% +5,554 Timeline XSEP 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: 8,615 shares; 2024Q4: 3,371 shares; 2025Q1: 3,368 shares; 2025Q2: 3,192 shares; 2025Q3: 10,031 shares; 2025Q4: 6,169 shares; 2026Q1: 5,853 shares 5,853 $245K <0.01% -316 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,029 shares; 2025Q1: 1,129 shares; 2025Q2: 1,194 shares; 2025Q3: 942 shares; 2025Q4: 651 shares; 2026Q1: 588 shares 588 $245K <0.01% -63 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,826 shares; 2025Q4: 3,874 shares; 2026Q1: 16,946 shares 16,946 $245K <0.01% +13,072 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,261 shares; 2025Q1: 2,450 shares; 2025Q2: 1,888 shares; 2025Q3: 1,850 shares; 2025Q4: 1,590 shares; 2026Q1: 2,078 shares 2,078 $244K <0.01% +488 Timeline SCHH 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: 2,641 shares; 2024Q4: 1,107 shares; 2025Q1: 2,080 shares; 2025Q2: 2,642 shares; 2025Q3: 3,157 shares; 2025Q4: 2,516 shares; 2026Q1: 11,336 shares 11,336 $244K <0.01% +8,820 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 374 shares; 2025Q1: 420 shares; 2025Q2: 386 shares; 2025Q3: 394 shares; 2025Q4: 4,751 shares; 2026Q1: 5,252 shares 5,252 $244K <0.01% +501 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,486 shares; 2025Q1: 5,988 shares; 2025Q2: 5,284 shares; 2025Q3: 4,970 shares; 2025Q4: 4,992 shares; 2026Q1: 5,637 shares 5,637 $243K <0.01% +645 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,399 shares 7,399 $243K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,110 shares; 2025Q1: 2,362 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 22,341 shares 22,341 $242K <0.01% +20,041 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,955 shares; 2024Q4: 79,721 shares; 2025Q1: 84,622 shares; 2025Q2: 86,196 shares; 2025Q3: 17,895 shares; 2025Q4: 12,411 shares; 2026Q1: 6,507 shares 6,507 $242K <0.01% -5,904 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,712 shares; 2025Q4: 6,844 shares; 2026Q1: 12,199 shares 12,199 $241K <0.01% +5,355 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 248 shares; 2025Q1: 288 shares; 2025Q2: 199 shares; 2025Q3: 478 shares; 2025Q4: 496 shares; 2026Q1: 1,221 shares 1,221 $241K <0.01% +725 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,471 shares; 2025Q1: 3,207 shares; 2025Q2: 1,484 shares; 2025Q3: 1,523 shares; 2025Q4: 1,409 shares; 2026Q1: 9,872 shares 9,872 $241K <0.01% +8,463 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 24,764 shares; 2025Q1: 24,235 shares; 2025Q2: 24,896 shares; 2025Q3: 24,808 shares; 2025Q4: 9,246 shares; 2026Q1: 5,755 shares 5,755 $241K <0.01% -3,491 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 5 shares; 2025Q4: 379 shares; 2026Q1: 2,149 shares 2,149 $241K <0.01% +1,770 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,971 shares 8,971 $240K <0.01% new Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 5,192 shares 5,192 $239K <0.01% +2,947 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 128 shares; 2025Q4: 130 shares; 2026Q1: 125 shares 125 $239K <0.01% -5 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,014 shares; 2024Q4: 27,823 shares; 2025Q1: 24,190 shares; 2025Q2: 20,290 shares; 2025Q3: 19,547 shares; 2025Q4: 18,757 shares; 2026Q1: 11,448 shares 11,448 $239K <0.01% -7,309 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 563 shares; 2026Q1: 791 shares 791 $239K <0.01% +228 Timeline RTH 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: 971 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 922 shares; 2025Q3: 876 shares; 2025Q4: 877 shares; 2026Q1: 952 shares 952 $239K <0.01% +75 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,211 shares; 2025Q1: 2,050 shares; 2025Q2: 1,282 shares; 2025Q3: 1,588 shares; 2025Q4: 2,259 shares; 2026Q1: 2,344 shares 2,344 $239K <0.01% +85 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,274 shares 4,274 $238K <0.01% new Timeline UOCT 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: 14,562 shares; 2024Q4: 26,062 shares; 2025Q1: 25,357 shares; 2025Q2: 21,827 shares; 2025Q3: 21,827 shares; 2025Q4: 23,924 shares; 2026Q1: 6,174 shares 6,174 $236K <0.01% -17,750 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,606 shares; 2025Q1: 2,606 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 3,002 shares; 2026Q1: 3,356 shares 3,356 $236K <0.01% +354 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 3,580 shares; 2025Q1: 3,341 shares; 2025Q2: 1,508 shares; 2025Q3: 1,224 shares; 2025Q4: 3,948 shares; 2026Q1: 2,557 shares 2,557 $235K <0.01% -1,391 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 407 shares; 2025Q1: 428 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 398 shares; 2026Q1: 1,043 shares 1,043 $235K <0.01% +645 Timeline JHAI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,167 shares 9,167 $235K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 93 shares; 2025Q3: 81 shares; 2025Q4: 1,620 shares; 2026Q1: 2,781 shares 2,781 $235K <0.01% +1,161 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 633 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 693 shares; 2025Q4: 692 shares; 2026Q1: 1,139 shares 1,139 $235K <0.01% +447 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 23,490 shares; 2025Q3: 19,903 shares; 2025Q4: 19,753 shares; 2026Q1: 35,341 shares 35,341 $234K <0.01% +15,588 Timeline ANGL 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: 3,169 shares; 2024Q4: 2,805 shares; 2025Q1: 2,448 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,259 shares; 2026Q1: 8,145 shares 8,145 $234K <0.01% +5,886 Timeline CPSY 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: 2,102 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 8,543 shares; 2026Q1: 9,337 shares 9,337 $234K <0.01% +794 Timeline JPSE 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: 4,452 shares 4,452 $233K <0.01% new Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 6,069 shares; 2025Q1: 9,218 shares; 2025Q2: 13,469 shares; 2025Q3: 13,469 shares; 2025Q4: 21,835 shares; 2026Q1: 22,025 shares 22,025 $233K <0.01% +190 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,794 shares; 2025Q4: 5,794 shares; 2026Q1: 5,974 shares 5,974 $232K <0.01% +180 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,302 shares; 2025Q1: 3,239 shares; 2025Q2: 3,113 shares; 2025Q3: 3,307 shares; 2025Q4: 3,261 shares; 2026Q1: 2,253 shares 2,253 $232K <0.01% -1,008 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 485 shares 485 $231K <0.01% +130 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,284 shares; 2024Q4: 16,284 shares; 2025Q1: 16,284 shares; 2025Q2: 16,284 shares; 2025Q3: 16,284 shares; 2025Q4: 16,284 shares; 2026Q1: 16,813 shares 16,813 $231K <0.01% +529 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 5,535 shares; 2025Q1: 6,064 shares; 2025Q2: 6,038 shares; 2025Q3: 6,151 shares; 2025Q4: 5,668 shares; 2026Q1: 4,576 shares 4,576 $231K <0.01% -1,092 Timeline ZMAY 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: 58,065 shares; 2025Q3: 57,666 shares; 2025Q4: 8,844 shares; 2026Q1: 9,008 shares 9,008 $231K <0.01% +164 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares 2,667 $230K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,314 shares; 2025Q1: 1,256 shares; 2025Q2: 1,056 shares; 2025Q3: 1,271 shares; 2025Q4: 1,586 shares; 2026Q1: 3,505 shares 3,505 $229K <0.01% +1,919 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 5,110 shares; 2025Q4: 15,028 shares; 2026Q1: 15,966 shares 15,966 $228K <0.01% +938 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,237 shares; 2025Q1: 6,637 shares; 2025Q2: 4,737 shares; 2025Q3: 6,237 shares; 2025Q4: 7,237 shares; 2026Q1: 12,441 shares 12,441 $227K <0.01% +5,204 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,636 shares 5,636 $227K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 5,825 shares; 2025Q1: 4,825 shares; 2025Q2: 6,489 shares; 2025Q3: 7,639 shares; 2025Q4: 7,446 shares; 2026Q1: 27,404 shares 27,404 $226K <0.01% +19,958 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 898 shares; 2025Q3: 646 shares; 2025Q4: 651 shares; 2026Q1: 2,350 shares 2,350 $225K <0.01% +1,699 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 2,244 shares; 2025Q2: 2,244 shares; 2025Q3: 2,319 shares; 2025Q4: 4,762 shares; 2026Q1: 4,982 shares 4,982 $225K <0.01% +220 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,158 shares; 2025Q1: 906 shares; 2025Q2: 1,012 shares; 2025Q3: 1,010 shares; 2025Q4: 999 shares; 2026Q1: 1,777 shares 1,777 $225K <0.01% +778 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 208 shares; 2025Q1: 161 shares; 2025Q2: 199 shares; 2025Q3: 230 shares; 2025Q4: 205 shares; 2026Q1: 2,104 shares 2,104 $225K <0.01% +1,899 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 413 shares; 2025Q2: 1,908 shares; 2025Q3: 1,973 shares; 2025Q4: 2,140 shares; 2026Q1: 2,122 shares 2,122 $225K <0.01% -18 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,275 shares; 2025Q1: 28,884 shares; 2025Q2: 44,624 shares; 2025Q3: 44,044 shares; 2025Q4: 43,279 shares; 2026Q1: 46,062 shares 46,062 $224K <0.01% +2,783 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,954 shares 13,954 $224K <0.01% new Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,418 shares; 2024Q4: 28,027 shares; 2025Q1: 24,449 shares; 2025Q2: 13,850 shares; 2025Q3: 9,664 shares; 2025Q4: 8,310 shares; 2026Q1: 7,623 shares 7,623 $224K <0.01% -687 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 350 shares; 2025Q1: 450 shares; 2025Q2: 768 shares; 2025Q3: 771 shares; 2025Q4: 69 shares; 2026Q1: 8,916 shares 8,916 $224K <0.01% +8,847 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 356 shares; 2025Q2: 355 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 4,234 shares 4,234 $223K <0.01% +3,167 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,211 shares; 2025Q1: 6,981 shares; 2025Q2: 6,937 shares; 2025Q3: 7,467 shares; 2025Q4: 7,562 shares; 2026Q1: 10,029 shares 10,029 $223K <0.01% +2,467 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,483 shares; 2025Q3: 4,426 shares; 2025Q4: 8,528 shares; 2026Q1: 8,283 shares 8,283 $223K <0.01% -245 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,854 shares; 2025Q1: 2,866 shares; 2025Q2: 3,151 shares; 2025Q3: 3,039 shares; 2025Q4: 3,956 shares; 2026Q1: 4,050 shares 4,050 $223K <0.01% +94 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 7,302 shares; 2025Q4: 7,741 shares; 2026Q1: 11,365 shares 11,365 $223K <0.01% +3,624 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,807 shares; 2026Q1: 4,206 shares 4,206 $222K <0.01% -3,601 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 12,522 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,828 shares; 2025Q4: 9,231 shares; 2026Q1: 7,282 shares 7,282 $222K <0.01% -1,949 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 5,538 shares; 2025Q1: 5,582 shares; 2025Q2: 8,089 shares; 2025Q3: 9,183 shares; 2025Q4: 9,426 shares; 2026Q1: 9,489 shares 9,489 $221K <0.01% +63 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,253 shares; 2025Q3: 43,574 shares; 2025Q4: 42,479 shares; 2026Q1: 8,721 shares 8,721 $220K <0.01% -33,758 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,645 shares; 2025Q1: 1,915 shares; 2025Q2: 1,504 shares; 2025Q3: 3,245 shares; 2025Q4: 3,026 shares; 2026Q1: 3,362 shares 3,362 $219K <0.01% +336 Timeline BOCT 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: 2,396 shares; 2024Q4: 7,541 shares; 2025Q1: 7,124 shares; 2025Q2: 6,889 shares; 2025Q3: 6,888 shares; 2025Q4: 3,991 shares; 2026Q1: 4,558 shares 4,558 $219K <0.01% +567 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,518 shares; 2025Q4: 5,217 shares; 2026Q1: 5,586 shares 5,586 $218K <0.01% +369 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,938 shares; 2025Q1: 4,938 shares; 2025Q2: 4,238 shares; 2025Q3: 4,409 shares; 2025Q4: 4,473 shares; 2026Q1: 4,993 shares 4,993 $218K <0.01% +520 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,350 shares 4,350 $217K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,659 shares; 2025Q1: 1,859 shares; 2025Q2: 2,109 shares; 2025Q3: 2,119 shares; 2025Q4: 2,525 shares; 2026Q1: 4,641 shares 4,641 $217K <0.01% +2,116 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,151 shares; 2025Q1: 6,231 shares; 2025Q2: 6,317 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 25,053 shares 25,053 $217K <0.01% +23,053 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,804 shares; 2025Q1: 2,869 shares; 2025Q2: 2,833 shares; 2025Q3: 2,627 shares; 2025Q4: 2,527 shares; 2026Q1: 4,442 shares 4,442 $216K <0.01% +1,915 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 640 shares; 2025Q3: 162 shares; 2025Q4: 160 shares; 2026Q1: 769 shares 769 $216K <0.01% +609 Timeline ELD 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: 3,164 shares; 2024Q4: 3,172 shares; 2025Q1: 3,905 shares; 2025Q2: 4,564 shares; 2025Q3: 5,812 shares; 2025Q4: 6,476 shares; 2026Q1: 7,776 shares 7,776 $216K <0.01% +1,300 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 2,874 shares; 2025Q1: 1,262 shares; 2025Q2: 2,773 shares; 2025Q3: 1,528 shares; 2025Q4: 1,422 shares; 2026Q1: 3,109 shares 3,109 $216K <0.01% +1,687 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,622 shares; 2025Q1: 6,142 shares; 2025Q2: 6,382 shares; 2025Q3: 6,865 shares; 2025Q4: 7,265 shares; 2026Q1: 8,870 shares 8,870 $216K <0.01% +1,605 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,752 shares 1,752 $215K <0.01% new Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,036 shares 9,036 $215K <0.01% new Timeline FMAT 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 3,727 shares 3,727 $215K <0.01% +3,532 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,759 shares; 2025Q1: 9,759 shares; 2025Q2: 9,759 shares; 2025Q3: 5,759 shares; 2025Q4: 5,761 shares; 2026Q1: 2,883 shares 2,883 $214K <0.01% -2,878 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,513 shares; 2025Q1: 5,842 shares; 2025Q2: 7,070 shares; 2025Q3: 7,421 shares; 2025Q4: 4,837 shares; 2026Q1: 5,576 shares 5,576 $213K <0.01% +739 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,201 shares; 2025Q1: 2,210 shares; 2025Q2: 2,164 shares; 2025Q3: 1,992 shares; 2025Q4: 1,066 shares; 2026Q1: 2,767 shares 2,767 $213K <0.01% +1,701 Timeline