IEO 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: 1,086 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 725 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 1,705 shares 1,705 $213K <0.01% +1,529 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,840 shares; 2025Q2: 2,735 shares; 2025Q3: 3,176 shares; 2025Q4: 3,634 shares; 2026Q1: 3,634 shares 3,634 $213K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 22,314 shares 22,314 $212K <0.01% new Timeline OEF 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: 845 shares; 2024Q4: 731 shares; 2025Q1: 415 shares; 2025Q2: 645 shares; 2025Q3: 1,035 shares; 2025Q4: 812 shares; 2026Q1: 667 shares 667 $212K <0.01% -145 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 6,903 shares; 2026Q1: 6,599 shares 6,599 $211K <0.01% -304 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 681 shares; 2025Q1: 640 shares; 2025Q2: 662 shares; 2025Q3: 674 shares; 2025Q4: 855 shares; 2026Q1: 975 shares 975 $211K <0.01% +120 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,007 shares; 2024Q4: 15,009 shares; 2025Q1: 26,576 shares; 2025Q2: 26,342 shares; 2025Q3: 20,258 shares; 2025Q4: 20,122 shares; 2026Q1: 4,011 shares 4,011 $211K <0.01% -16,111 Timeline XTN 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 2,269 shares 2,269 $211K <0.01% +2,076 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,800 shares; 2026Q1: 1,802 shares 1,802 $211K <0.01% +2 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,448 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 1,721 shares; 2026Q1: 5,811 shares 5,811 $211K <0.01% +4,090 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 2,095 shares; 2025Q1: 2,395 shares; 2025Q2: 2,378 shares; 2025Q3: 2,403 shares; 2025Q4: 2,435 shares; 2026Q1: 3,599 shares 3,599 $210K <0.01% +1,164 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 1,582 shares; 2025Q2: 1,133 shares; 2025Q3: 838 shares; 2025Q4: 1,305 shares; 2026Q1: 1,551 shares 1,551 $210K <0.01% +246 Timeline BSJR 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: 3,501 shares; 2024Q4: 5,370 shares; 2025Q1: 6,920 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 9,342 shares; 2026Q1: 9,342 shares 9,342 $209K <0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 769 shares; 2025Q1: 2,201 shares; 2025Q2: 2,257 shares; 2025Q3: 3,686 shares; 2025Q4: 2,708 shares; 2026Q1: 4,160 shares 4,160 $209K <0.01% +1,452 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 5,269 shares; 2025Q1: 4,724 shares; 2025Q2: 4,857 shares; 2025Q3: 36,985 shares; 2025Q4: 4,823 shares; 2026Q1: 10,014 shares 10,014 $208K <0.01% +5,191 Timeline RDIV 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: 975 shares; 2024Q4: 977 shares; 2025Q1: 401 shares; 2025Q2: 342 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 3,729 shares 3,729 $208K <0.01% +3,484 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 672 shares; 2025Q1: 813 shares; 2025Q2: 1,434 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,406 shares 1,406 $208K <0.01% -163 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,117 shares; 2025Q3: 2,081 shares; 2025Q4: 2,093 shares; 2026Q1: 2,838 shares 2,838 $206K <0.01% +745 Timeline RSJN 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: 8,822 shares; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 9,940 shares; 2025Q4: 5,864 shares; 2026Q1: 5,972 shares 5,972 $206K <0.01% +108 Timeline VTEL 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: 2,011 shares; 2025Q4: 2,011 shares; 2026Q1: 2,011 shares 2,011 $206K <0.01% 0 Timeline QGRO 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: 1,834 shares; 2024Q4: 2,226 shares; 2025Q1: 2,356 shares; 2025Q2: 2,002 shares; 2025Q3: 1,875 shares; 2025Q4: 1,930 shares; 2026Q1: 1,952 shares 1,952 $205K <0.01% +22 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 5,056 shares; 2025Q1: 4,946 shares; 2025Q2: 5,391 shares; 2025Q3: 5,391 shares; 2025Q4: 5,391 shares; 2026Q1: 5,391 shares 5,391 $205K <0.01% 0 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,278 shares; 2025Q4: 7,278 shares; 2026Q1: 7,278 shares 7,278 $205K <0.01% 0 Timeline TSEP 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: 405 shares; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 11,939 shares; 2026Q1: 8,515 shares 8,515 $205K <0.01% -3,424 Timeline TLTD 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: 425 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 2,177 shares 2,177 $205K <0.01% +1,800 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 4,693 shares; 2025Q1: 6,273 shares; 2025Q2: 4,174 shares; 2025Q3: 4,176 shares; 2025Q4: 472 shares; 2026Q1: 2,877 shares 2,877 $204K <0.01% +2,405 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 409 shares; 2025Q1: 600 shares; 2025Q2: 485 shares; 2025Q3: 502 shares; 2025Q4: 547 shares; 2026Q1: 814 shares 814 $204K <0.01% +267 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,134 shares; 2025Q1: 7,250 shares; 2025Q2: 8,201 shares; 2025Q3: 9,500 shares; 2025Q4: 10,184 shares; 2026Q1: 5,232 shares 5,232 $204K <0.01% -4,952 Timeline ILF 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 5,726 shares 5,726 $203K <0.01% +5,120 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 12 shares; 2025Q4: 93 shares; 2026Q1: 288 shares 288 $203K <0.01% +195 Timeline ZSEP 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: 12,787 shares; 2024Q4: 13,777 shares; 2025Q1: 14,200 shares; 2025Q2: 13,847 shares; 2025Q3: 19,438 shares; 2025Q4: 15,175 shares; 2026Q1: 7,567 shares 7,567 $202K <0.01% -7,608 Timeline ACWI 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: 1,425 shares; 2024Q4: 1,348 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,245 shares; 2025Q4: 1,223 shares; 2026Q1: 1,460 shares 1,460 $202K <0.01% +237 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 4,802 shares; 2026Q1: 4,106 shares 4,106 $202K <0.01% -696 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 593 shares; 2025Q1: 609 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 724 shares; 2026Q1: 1,896 shares 1,896 $201K <0.01% +1,172 Timeline NANC 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: 49 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 1,948 shares; 2026Q1: 4,749 shares 4,749 $200K <0.01% +2,801 Timeline FLTR 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: 6,888 shares; 2024Q4: 6,894 shares; 2025Q1: 6,896 shares; 2025Q2: 6,377 shares; 2025Q3: 6,381 shares; 2025Q4: 6,386 shares; 2026Q1: 7,844 shares 7,844 $200K <0.01% +1,458 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,067 shares; 2025Q2: 2,097 shares; 2025Q3: 1,254 shares; 2025Q4: 1,264 shares; 2026Q1: 3,891 shares 3,891 $199K <0.01% +2,627 Timeline BSMV 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: 9,045 shares; 2025Q4: 9,517 shares; 2026Q1: 9,517 shares 9,517 $199K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 492 shares; 2025Q1: 488 shares; 2025Q2: 452 shares; 2025Q3: 461 shares; 2025Q4: 462 shares; 2026Q1: 1,391 shares 1,391 $199K <0.01% +929 Timeline QCAP 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: 10,998 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,364 shares; 2025Q3: 10,235 shares; 2025Q4: 9,253 shares; 2026Q1: 8,253 shares 8,253 $198K <0.01% -1,000 Timeline TILT 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: 32 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 818 shares 818 $197K <0.01% +648 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,365 shares; 2025Q1: 6,175 shares; 2025Q2: 6,521 shares; 2025Q3: 4,296 shares; 2025Q4: 5,645 shares; 2026Q1: 5,849 shares 5,849 $197K <0.01% +204 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 28 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 4,222 shares 4,222 $197K <0.01% +4,184 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 387 shares; 2025Q1: 8,235 shares; 2025Q2: 8,933 shares; 2025Q3: 9,536 shares; 2025Q4: 1,759 shares; 2026Q1: 6,518 shares 6,518 $197K <0.01% +4,759 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 4,412 shares; 2025Q1: 4,666 shares; 2025Q2: 3,492 shares; 2025Q3: 2,845 shares; 2025Q4: 3,357 shares; 2026Q1: 4,550 shares 4,550 $196K <0.01% +1,193 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 118 shares; 2025Q1: 125 shares; 2025Q2: 118 shares; 2025Q3: 122 shares; 2025Q4: 95 shares; 2026Q1: 1,363 shares 1,363 $195K <0.01% +1,268 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 4,776 shares 4,776 $194K <0.01% 0 Timeline SMLV 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 67 shares; 2026Q1: 1,417 shares 1,417 $194K <0.01% +1,350 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 1,297 shares; 2026Q1: 2,409 shares 2,409 $194K <0.01% +1,112 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 262 shares; 2025Q1: 393 shares; 2025Q2: 413 shares; 2025Q3: 498 shares; 2025Q4: 458 shares; 2026Q1: 510 shares 510 $194K <0.01% +52 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 1,699 shares; 2025Q1: 1,239 shares; 2025Q2: 1,404 shares; 2025Q3: 2,076 shares; 2025Q4: 3,487 shares; 2026Q1: 9,336 shares 9,336 $193K <0.01% +5,849 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,551 shares 5,551 $193K <0.01% new Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 3,648 shares; 2026Q1: 3,386 shares 3,386 $193K <0.01% -262 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 733 shares; 2025Q1: 789 shares; 2025Q2: 691 shares; 2025Q3: 658 shares; 2025Q4: 697 shares; 2026Q1: 1,095 shares 1,095 $193K <0.01% +398 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 21 shares; 2025Q3: 13 shares; 2025Q4: 12 shares; 2026Q1: 646 shares 646 $192K <0.01% +634 Timeline TBJL 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: 1,491 shares; 2024Q4: 3,832 shares; 2025Q1: 7,984 shares; 2025Q2: 8,671 shares; 2025Q3: 8,671 shares; 2025Q4: 8,671 shares; 2026Q1: 9,623 shares 9,623 $192K <0.01% +952 Timeline JNEU 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: 3,470 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares; 2025Q4: 4,403 shares; 2026Q1: 6,591 shares 6,591 $191K <0.01% +2,188 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 5,900 shares 5,900 $191K <0.01% +5,000 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 15,622 shares 15,622 $191K <0.01% +15,422 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,873 shares 4,873 $191K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,849 shares; 2025Q1: 3,139 shares; 2025Q2: 3,711 shares; 2025Q3: 6,436 shares; 2025Q4: 7,886 shares; 2026Q1: 16,913 shares 16,913 $191K <0.01% +9,027 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 815 shares; 2025Q1: 1,800 shares; 2025Q2: 1,893 shares; 2025Q3: 2,348 shares; 2025Q4: 2,779 shares; 2026Q1: 3,843 shares 3,843 $191K <0.01% +1,064 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 606 shares; 2025Q2: 831 shares; 2025Q3: 1,566 shares; 2025Q4: 1,140 shares; 2026Q1: 1,497 shares 1,497 $191K <0.01% +357 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,003 shares; 2025Q1: 3,081 shares; 2025Q2: 3,458 shares; 2025Q3: 956 shares; 2025Q4: 640 shares; 2026Q1: 1,201 shares 1,201 $190K <0.01% +561 Timeline IMCV 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: 2,308 shares; 2024Q4: 2,567 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 39 shares; 2025Q4: 2,017 shares; 2026Q1: 2,245 shares 2,245 $190K <0.01% +228 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares 4,122 $190K <0.01% 0 Timeline TDV 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: 4,804 shares; 2026Q1: 2,242 shares 2,242 $190K <0.01% -2,562 Timeline IGPT 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: 1,056 shares; 2024Q4: 1,086 shares; 2025Q1: 1,246 shares; 2025Q2: 1,484 shares; 2025Q3: 1,487 shares; 2025Q4: 1,690 shares; 2026Q1: 3,249 shares 3,249 $189K <0.01% +1,559 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares 3,726 $187K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 842 shares; 2025Q1: 830 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 845 shares; 2026Q1: 1,854 shares 1,854 $187K <0.01% +1,009 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,793 shares 5,793 $186K <0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is 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: 2,432 shares 2,432 $186K <0.01% new Timeline IDLV 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: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 859 shares; 2025Q3: 5,257 shares; 2025Q4: 5,505 shares; 2026Q1: 5,394 shares 5,394 $186K <0.01% -111 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares 2,242 $186K <0.01% new Timeline TSPA 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: not reported; 2026Q1: 4,541 shares 4,541 $186K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 2,803 shares 2,803 $185K <0.01% +1,643 Timeline SLQD 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: 3,521 shares; 2024Q4: 4,146 shares; 2025Q1: 3,261 shares; 2025Q2: 3,123 shares; 2025Q3: 3,061 shares; 2025Q4: 2,978 shares; 2026Q1: 3,661 shares 3,661 $185K <0.01% +683 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,049 shares; 2026Q1: 23,682 shares 23,682 $184K <0.01% +20,633 Timeline SCHK 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: 880 shares; 2024Q4: 1,545 shares; 2025Q1: 3,793 shares; 2025Q2: 3,921 shares; 2025Q3: 5,792 shares; 2025Q4: 5,692 shares; 2026Q1: 5,887 shares 5,887 $184K <0.01% +195 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 8,070 shares; 2026Q1: 8,070 shares 8,070 $184K <0.01% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,055 shares; 2025Q1: 979 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 370 shares; 2026Q1: 1,769 shares 1,769 $184K <0.01% +1,399 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 25 shares; 2025Q3: 27 shares; 2025Q4: 542 shares; 2026Q1: 821 shares 821 $183K <0.01% +279 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 972 shares 972 $183K <0.01% -7 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 2,946 shares; 2026Q1: 1,912 shares 1,912 $182K <0.01% -1,034 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 8,960 shares; 2025Q1: 8,960 shares; 2025Q2: 8,604 shares; 2025Q3: 8,741 shares; 2025Q4: 8,741 shares; 2026Q1: 8,741 shares 8,741 $182K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,217 shares; 2026Q1: 8,224 shares 8,224 $182K <0.01% +2,007 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 12,736 shares; 2025Q1: 12,229 shares; 2025Q2: 12,155 shares; 2025Q3: 12,155 shares; 2025Q4: 12,155 shares; 2026Q1: 12,155 shares 12,155 $182K <0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 3,151 shares 3,151 $181K <0.01% +3,128 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 3,645 shares 3,645 $181K <0.01% +3,211 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,209 shares; 2025Q2: 1,210 shares; 2025Q3: 1,204 shares; 2025Q4: 815 shares; 2026Q1: 7,448 shares 7,448 $181K <0.01% +6,633 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 2,779 shares 2,779 $181K <0.01% +1,126 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,679 shares; 2025Q1: 1,236 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares; 2025Q4: 1,094 shares; 2026Q1: 1,857 shares 1,857 $180K <0.01% +763 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 2,278 shares; 2025Q1: 2,083 shares; 2025Q2: 2,088 shares; 2025Q3: 3,134 shares; 2025Q4: 2,566 shares; 2026Q1: 1,924 shares 1,924 $180K <0.01% -642 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 1,903 shares; 2025Q1: 2,207 shares; 2025Q2: 2,209 shares; 2025Q3: 1,957 shares; 2025Q4: 2,000 shares; 2026Q1: 4,686 shares 4,686 $179K <0.01% +2,686 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 11,562 shares; 2025Q1: 11,562 shares; 2025Q2: 63 shares; 2025Q3: 7,501 shares; 2025Q4: 7,241 shares; 2026Q1: 7,365 shares 7,365 $179K <0.01% +124 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,599 shares; 2024Q4: 23,599 shares; 2025Q1: 23,599 shares; 2025Q2: 24,099 shares; 2025Q3: 22,260 shares; 2025Q4: 22,154 shares; 2026Q1: 7,184 shares 7,184 $178K <0.01% -14,970 Timeline FLTW 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: 2,460 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,627 shares; 2025Q3: 2,603 shares; 2025Q4: 2,587 shares; 2026Q1: 2,618 shares 2,618 $178K <0.01% +31 Timeline JANU 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: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,660 shares; 2026Q1: 6,522 shares 6,522 $178K <0.01% +3,862 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 257 shares; 2025Q1: 247 shares; 2025Q2: 268 shares; 2025Q3: 291 shares; 2025Q4: 304 shares; 2026Q1: 330 shares 330 $178K <0.01% +26 Timeline HMOP 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: 4,692 shares; 2024Q4: 3,236 shares; 2025Q1: 4,311 shares; 2025Q2: 4,442 shares; 2025Q3: 4,512 shares; 2025Q4: 4,557 shares; 2026Q1: 4,598 shares 4,598 $178K <0.01% +41 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 13,466 shares; 2025Q1: 13,467 shares; 2025Q2: 318 shares; 2025Q3: 476 shares; 2025Q4: 872 shares; 2026Q1: 2,682 shares 2,682 $178K <0.01% +1,810 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 5,600 shares; 2025Q3: 5,701 shares; 2025Q4: 6,682 shares; 2026Q1: 9,625 shares 9,625 $177K <0.01% +2,943 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 7,098 shares; 2026Q1: 7,098 shares 7,098 $177K <0.01% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 851 shares; 2025Q1: 1,218 shares; 2025Q2: 548 shares; 2025Q3: 1,673 shares; 2025Q4: 1,895 shares; 2026Q1: 1,890 shares 1,890 $177K <0.01% -5 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,721 shares 13,721 $176K <0.01% new Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 6,389 shares; 2026Q1: 6,389 shares 6,389 $176K <0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 519 shares 519 $176K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,301 shares; 2025Q1: 1,955 shares; 2025Q2: 1,867 shares; 2025Q3: 1,938 shares; 2025Q4: 9,641 shares; 2026Q1: 10,490 shares 10,490 $176K <0.01% +849 Timeline ECOW 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: 38,371 shares; 2024Q4: 38,451 shares; 2025Q1: 11,132 shares; 2025Q2: 10,969 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares; 2026Q1: 6,552 shares 6,552 $175K <0.01% +4 Timeline BUFY 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: 7,793 shares 7,793 $174K <0.01% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,795 shares; 2025Q1: 8,347 shares; 2025Q2: 7,485 shares; 2025Q3: 8,386 shares; 2025Q4: 4,811 shares; 2026Q1: 3,093 shares 3,093 $174K <0.01% -1,718 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 2,192 shares 2,192 $174K <0.01% +488 Timeline JPIB 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 3,615 shares 3,615 $173K <0.01% +3,353 Timeline EDV 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: 264,725 shares; 2024Q4: 275,437 shares; 2025Q1: 226,957 shares; 2025Q2: 297,297 shares; 2025Q3: 318,184 shares; 2025Q4: 349,031 shares; 2026Q1: 2,662 shares 2,662 $173K <0.01% -346,369 Timeline JUNT 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: 31,473 shares; 2024Q4: 23,165 shares; 2025Q1: 11,163 shares; 2025Q2: 12,087 shares; 2025Q3: 7,382 shares; 2025Q4: 5,596 shares; 2026Q1: 4,807 shares 4,807 $173K <0.01% -789 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 4,908 shares; 2025Q3: 4,908 shares; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares 4,908 $171K <0.01% 0 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 3,900 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 3,565 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares 7,365 $171K <0.01% 0 Timeline FSCS 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 4,674 shares; 2026Q1: 4,828 shares 4,828 $170K <0.01% +154 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,725 shares; 2024Q4: 56,012 shares; 2025Q1: 62,293 shares; 2025Q2: 63,005 shares; 2025Q3: 67,911 shares; 2025Q4: 68,905 shares; 2026Q1: 13,515 shares 13,515 $170K <0.01% -55,390 Timeline OUSM 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: 1,200 shares; 2024Q4: 4,618 shares; 2025Q1: 4,188 shares; 2025Q2: 4,063 shares; 2025Q3: 1,450 shares; 2025Q4: 2,472 shares; 2026Q1: 3,872 shares 3,872 $169K <0.01% +1,400 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 201 shares; 2025Q1: 265 shares; 2025Q2: 141 shares; 2025Q3: 304 shares; 2025Q4: 300 shares; 2026Q1: 729 shares 729 $169K <0.01% +429 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 2,123 shares; 2025Q4: 2,113 shares; 2026Q1: 4,900 shares 4,900 $169K <0.01% +2,787 Timeline DWX 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 3,694 shares 3,694 $168K <0.01% +3,629 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 682 shares; 2025Q4: 2,208 shares; 2026Q1: 1,494 shares 1,494 $168K <0.01% -714 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,521 shares 4,521 $168K <0.01% new Timeline CLOI 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 4,996 shares; 2026Q1: 3,180 shares 3,180 $168K <0.01% -1,816 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,425 shares; 2025Q1: 3,889 shares; 2025Q2: 3,734 shares; 2025Q3: 3,723 shares; 2025Q4: 3,703 shares; 2026Q1: 3,718 shares 3,718 $167K <0.01% +15 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,636 shares; 2024Q4: 18,634 shares; 2025Q1: 18,776 shares; 2025Q2: 2,369 shares; 2025Q3: 2,672 shares; 2025Q4: 3,180 shares; 2026Q1: 8,345 shares 8,345 $167K <0.01% +5,165 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 4,709 shares 4,709 $167K <0.01% +4,550 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 121 shares; 2025Q1: 783 shares; 2025Q2: 2,541 shares; 2025Q3: 2,592 shares; 2025Q4: 2,730 shares; 2026Q1: 698 shares 698 $166K <0.01% -2,032 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 4,377 shares; 2026Q1: 4,377 shares 4,377 $166K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,717 shares; 2025Q1: 1,411 shares; 2025Q2: 1,275 shares; 2025Q3: 1,874 shares; 2025Q4: 1,867 shares; 2026Q1: 3,489 shares 3,489 $166K <0.01% +1,622 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 3,588 shares; 2025Q1: 4,001 shares; 2025Q2: 3,827 shares; 2025Q3: 3,450 shares; 2025Q4: 4,368 shares; 2026Q1: 5,179 shares 5,179 $166K <0.01% +811 Timeline APRT 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: 19,036 shares; 2024Q4: 13,078 shares; 2025Q1: 9,827 shares; 2025Q2: 9,394 shares; 2025Q3: 6,559 shares; 2025Q4: 4,779 shares; 2026Q1: 3,896 shares 3,896 $166K <0.01% -883 Timeline CRPT 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: 8,214 shares; 2024Q4: 11,110 shares; 2025Q1: 10,843 shares; 2025Q2: 11,008 shares; 2025Q3: 10,687 shares; 2025Q4: 10,885 shares; 2026Q1: 14,211 shares 14,211 $165K <0.01% +3,326 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,559 shares 5,559 $165K <0.01% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,933 shares; 2026Q1: 7,798 shares 7,798 $164K <0.01% +3,865 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 15,744 shares 15,744 $164K <0.01% +15,323 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 2,264 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,028 shares; 2026Q1: 4,393 shares 4,393 $164K <0.01% +3,365 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares; 2026Q1: 3,593 shares 3,593 $164K <0.01% +953 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,160 shares; 2025Q2: 2,301 shares; 2025Q3: 3,171 shares; 2025Q4: 3,139 shares; 2026Q1: 5,222 shares 5,222 $163K <0.01% +2,083 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 801 shares; 2025Q1: 160 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 2,147 shares; 2026Q1: 2,306 shares 2,306 $163K <0.01% +159 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 281 shares; 2025Q1: 528 shares; 2025Q2: 854 shares; 2025Q3: 1,097 shares; 2025Q4: 1,442 shares; 2026Q1: 2,659 shares 2,659 $162K <0.01% +1,217 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,416 shares; 2025Q1: 1,357 shares; 2025Q2: 1,183 shares; 2025Q3: 1,285 shares; 2025Q4: 1,865 shares; 2026Q1: 4,880 shares 4,880 $162K <0.01% +3,015 Timeline CBOO 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: 7,268 shares; 2026Q1: 6,644 shares 6,644 $162K <0.01% -624 Timeline CBOY 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: 6,704 shares; 2025Q4: 6,704 shares; 2026Q1: 6,644 shares 6,644 $162K <0.01% -60 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 406 shares; 2025Q1: 401 shares; 2025Q2: 404 shares; 2025Q3: 401 shares; 2025Q4: 373 shares; 2026Q1: 699 shares 699 $162K <0.01% +326 Timeline BAMG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 4,424 shares 4,424 $162K <0.01% +3,663 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 60,568 shares; 2025Q2: 59,729 shares; 2025Q3: 15,836 shares; 2025Q4: 15,855 shares; 2026Q1: 3,827 shares 3,827 $161K <0.01% -12,028 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 5,700 shares 5,700 $161K <0.01% +2,531 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 2,687 shares 2,687 $160K <0.01% +2,677 Timeline NZAC 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: 175 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 3,935 shares 3,935 $160K <0.01% +1,204 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 12,545 shares; 2025Q1: 5,500 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,936 shares; 2026Q1: 8,104 shares 8,104 $160K <0.01% +3,168 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 235 shares; 2025Q2: 260 shares; 2025Q3: 346 shares; 2025Q4: 631 shares; 2026Q1: 401 shares 401 $159K <0.01% -230 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 5,356 shares; 2025Q1: 4,102 shares; 2025Q2: 3,991 shares; 2025Q3: 4,021 shares; 2025Q4: 3,439 shares; 2026Q1: 6,861 shares 6,861 $158K <0.01% +3,422 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 7,715 shares; 2025Q1: 6,295 shares; 2025Q2: 6,152 shares; 2025Q3: 4,920 shares; 2025Q4: 3,134 shares; 2026Q1: 4,095 shares 4,095 $158K <0.01% +961 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 191 shares; 2025Q4: 419 shares; 2026Q1: 489 shares 489 $158K <0.01% +70 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 205 shares; 2025Q3: 602 shares; 2025Q4: 698 shares; 2026Q1: 909 shares 909 $158K <0.01% +211 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,691 shares; 2025Q1: 5,337 shares; 2025Q2: 5,449 shares; 2025Q3: 5,591 shares; 2025Q4: 5,615 shares; 2026Q1: 8,331 shares 8,331 $158K <0.01% +2,716 Timeline FLAO 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: 2,038 shares; 2024Q4: 6,030 shares; 2025Q1: 6,242 shares; 2025Q2: 7,644 shares; 2025Q3: 6,273 shares; 2025Q4: 5,907 shares; 2026Q1: 5,784 shares 5,784 $157K <0.01% -123 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,754 shares; 2024Q4: 24,756 shares; 2025Q1: 24,757 shares; 2025Q2: 3,400 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares; 2026Q1: 3,359 shares 3,359 $157K <0.01% -42 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,443 shares; 2024Q4: 17,464 shares; 2025Q1: 18,217 shares; 2025Q2: 3,716 shares; 2025Q3: 3,458 shares; 2025Q4: 3,470 shares; 2026Q1: 3,687 shares 3,687 $157K <0.01% +217 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,941 shares; 2024Q4: 13,166 shares; 2025Q1: 12,431 shares; 2025Q2: 12,106 shares; 2025Q3: 11,395 shares; 2025Q4: 11,190 shares; 2026Q1: 12,162 shares 12,162 $157K <0.01% +972 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,432 shares 8,432 $157K <0.01% new Timeline ALAI 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 4,731 shares 4,731 $156K <0.01% +4,631 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 203 shares; 2025Q1: 417 shares; 2025Q2: 466 shares; 2025Q3: 425 shares; 2025Q4: 346 shares; 2026Q1: 463 shares 463 $156K <0.01% +117 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 12,462 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 3,568 shares; 2025Q4: 46,596 shares; 2026Q1: 4,241 shares 4,241 $155K <0.01% -42,355 Timeline PDP 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: 194 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 1,281 shares 1,281 $155K <0.01% +687 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 414 shares; 2025Q1: 387 shares; 2025Q2: 433 shares; 2025Q3: 334 shares; 2025Q4: 297 shares; 2026Q1: 1,409 shares 1,409 $154K <0.01% +1,112 Timeline BAMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 4,746 shares 4,746 $154K <0.01% +3,917 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,020 shares; 2025Q1: 15,020 shares; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 14,959 shares; 2026Q1: 14,959 shares 14,959 $154K <0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 1,140 shares; 2025Q3: 2,358 shares; 2025Q4: 1,348 shares; 2026Q1: 3,093 shares 3,093 $154K <0.01% +1,745 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares; 2025Q3: 3,001 shares; 2025Q4: 2,759 shares; 2026Q1: 2,763 shares 2,763 $154K <0.01% +4 Timeline AUGU 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: 2,951 shares; 2024Q4: 2,951 shares; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 7,371 shares; 2025Q4: 7,371 shares; 2026Q1: 5,400 shares 5,400 $153K <0.01% -1,971 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,678 shares 3,678 $153K <0.01% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 1,657 shares 1,657 $153K <0.01% +1,654 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 967 shares 967 $153K <0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1,080 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 4,614 shares; 2026Q1: 5,714 shares 5,714 $152K <0.01% +1,100 Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 2,043 shares 2,043 $152K <0.01% +972 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 473 shares 473 $152K <0.01% +111 Timeline PNOV 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: 5,436 shares; 2024Q4: 10,449 shares; 2025Q1: 9,965 shares; 2025Q2: 9,310 shares; 2025Q3: 9,339 shares; 2025Q4: 6,386 shares; 2026Q1: 3,718 shares 3,718 $152K <0.01% -2,668 Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares 6,023 $152K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 565 shares; 2025Q1: 672 shares; 2025Q2: 638 shares; 2025Q3: 773 shares; 2025Q4: 991 shares; 2026Q1: 1,864 shares 1,864 $152K <0.01% +873 Timeline QUIZ 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: 681 shares; 2025Q4: 2,041 shares; 2026Q1: 5,606 shares 5,606 $151K <0.01% +3,565 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 467 shares; 2025Q1: 444 shares; 2025Q2: 448 shares; 2025Q3: 721 shares; 2025Q4: 521 shares; 2026Q1: 2,796 shares 2,796 $151K <0.01% +2,275 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 492 shares; 2025Q1: 516 shares; 2025Q2: 1,027 shares; 2025Q3: 535 shares; 2025Q4: 601 shares; 2026Q1: 889 shares 889 $150K <0.01% +288 Timeline DMXF 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: 2,514 shares; 2024Q4: 2,934 shares; 2025Q1: 2,700 shares; 2025Q2: 2,585 shares; 2025Q3: 1,563 shares; 2025Q4: 1,134 shares; 2026Q1: 1,993 shares 1,993 $150K <0.01% +859 Timeline PSCI 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 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 2 shares; 2026Q1: 972 shares 972 $150K <0.01% +970 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,152 shares; 2025Q4: 4,612 shares; 2026Q1: 8,107 shares 8,107 $150K <0.01% +3,495 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 375 shares 375 $150K <0.01% +374 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 510 shares; 2025Q1: 2,010 shares; 2025Q2: 3,010 shares; 2025Q3: 210 shares; 2025Q4: 13,393 shares; 2026Q1: 17,386 shares 17,386 $150K <0.01% +3,993 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,521 shares; 2025Q1: 1,344 shares; 2025Q2: 1,364 shares; 2025Q3: 1,386 shares; 2025Q4: 1,560 shares; 2026Q1: 4,048 shares 4,048 $150K <0.01% +2,488 Timeline PTMC 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: 5,392 shares; 2024Q4: 4,672 shares; 2025Q1: 4,272 shares; 2025Q2: 3,680 shares; 2025Q3: 3,636 shares; 2025Q4: 3,345 shares; 2026Q1: 4,085 shares 4,085 $149K <0.01% +740 Timeline EFIV 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: not reported; 2026Q1: 2,366 shares 2,366 $149K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 129 shares; 2025Q3: 142 shares; 2025Q4: 182 shares; 2026Q1: 547 shares 547 $149K <0.01% +365 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 360 shares; 2025Q2: 346 shares; 2025Q3: 347 shares; 2025Q4: 308 shares; 2026Q1: 499 shares 499 $149K <0.01% +191 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 4,179 shares; 2025Q2: 4,262 shares; 2025Q3: 4,342 shares; 2025Q4: 5,844 shares; 2026Q1: 7,250 shares 7,250 $148K <0.01% +1,406 Timeline DFGP 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: 2,747 shares 2,747 $148K <0.01% new Timeline IYE 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: 721 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 1,017 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 2,288 shares 2,288 $148K <0.01% +1,076 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,970 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 4,089 shares; 2026Q1: 4,089 shares 4,089 $147K <0.01% 0 Timeline FCPI 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: 6,363 shares; 2024Q4: 6,336 shares; 2025Q1: 3,838 shares; 2025Q2: 3,598 shares; 2025Q3: 3,446 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $147K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 274 shares; 2026Q1: 371 shares 371 $146K <0.01% +97 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481 $146K <0.01% new Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,703 shares; 2025Q4: 3,711 shares; 2026Q1: 3,551 shares 3,551 $146K <0.01% -160 Timeline NATO 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: 3,789 shares 3,789 $146K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,256 shares; 2025Q1: 2,071 shares; 2025Q2: 1,975 shares; 2025Q3: 1,962 shares; 2025Q4: 1,656 shares; 2026Q1: 1,820 shares 1,820 $146K <0.01% +164 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 38 shares; 2025Q3: 75 shares; 2025Q4: 58 shares; 2026Q1: 230 shares 230 $146K <0.01% +172 Timeline FLJP 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: 642 shares; 2024Q4: 1,854 shares; 2025Q1: 4,658 shares; 2025Q2: 7,780 shares; 2025Q3: 3,724 shares; 2025Q4: 3,076 shares; 2026Q1: 4,027 shares 4,027 $146K <0.01% +951 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 6,044 shares; 2025Q1: 5,461 shares; 2025Q2: 6,309 shares; 2025Q3: 6,382 shares; 2025Q4: 6,603 shares; 2026Q1: 6,651 shares 6,651 $146K <0.01% +48 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 812 shares; 2025Q1: 781 shares; 2025Q2: 713 shares; 2025Q3: 509 shares; 2025Q4: 797 shares; 2026Q1: 3,069 shares 3,069 $146K <0.01% +2,272 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 20,789 shares; 2025Q1: 20,789 shares; 2025Q2: 20,789 shares; 2025Q3: 20,789 shares; 2025Q4: 20,789 shares; 2026Q1: 28,463 shares 28,463 $145K <0.01% +7,674 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 20,111 shares; 2025Q3: 32,812 shares; 2025Q4: 28,308 shares; 2026Q1: 38,600 shares 38,600 $145K <0.01% +10,292 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,125 shares; 2025Q1: 5,478 shares; 2025Q2: 4,803 shares; 2025Q3: 2,503 shares; 2025Q4: 4,391 shares; 2026Q1: 13,504 shares 13,504 $145K <0.01% +9,113 Timeline INCE 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: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 2,242 shares 2,242 $145K <0.01% +2,074 Timeline QSIG 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: 1,577 shares; 2024Q4: 1,602 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,890 shares; 2025Q4: 2,307 shares; 2026Q1: 2,984 shares 2,984 $145K <0.01% +677 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,149 shares; 2024Q4: 18,246 shares; 2025Q1: 15,660 shares; 2025Q2: 15,930 shares; 2025Q3: 19,600 shares; 2025Q4: 19,734 shares; 2026Q1: 21,099 shares 21,099 $144K <0.01% +1,365 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,078 shares 2,078 $144K <0.01% new Timeline JABS 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: 2,073 shares; 2026Q1: 2,893 shares 2,893 $144K <0.01% +820 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,369 shares; 2025Q1: 5,369 shares; 2025Q2: 5,417 shares; 2025Q3: 5,854 shares; 2025Q4: 5,450 shares; 2026Q1: 5,539 shares 5,539 $144K <0.01% +89 Timeline BDEC 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: 4,656 shares; 2024Q4: 9,142 shares; 2025Q1: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 6,251 shares; 2025Q4: 3,051 shares; 2026Q1: 2,998 shares 2,998 $144K <0.01% -53 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,300 shares 7,300 $144K <0.01% new Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 21,141 shares; 2025Q2: 23,289 shares; 2025Q3: 23,377 shares; 2025Q4: 15,125 shares; 2026Q1: 13,367 shares 13,367 $144K <0.01% -1,758 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 786 shares; 2025Q1: 809 shares; 2025Q2: 798 shares; 2025Q3: 814 shares; 2025Q4: 831 shares; 2026Q1: 1,058 shares 1,058 $143K <0.01% +227 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 96 shares; 2025Q2: 1,864 shares; 2025Q3: 2,002 shares; 2025Q4: 2,322 shares; 2026Q1: 2,826 shares 2,826 $143K <0.01% +504 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $141K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 209 shares; 2025Q3: 219 shares; 2025Q4: 731 shares; 2026Q1: 692 shares 692 $141K <0.01% -39 Timeline TFJL 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: 741 shares; 2024Q4: 1,454 shares; 2025Q1: 1,186 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,185 shares; 2026Q1: 7,158 shares 7,158 $141K <0.01% +973 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 7,768 shares; 2025Q1: 7,886 shares; 2025Q2: 9,185 shares; 2025Q3: 9,017 shares; 2025Q4: 9,587 shares; 2026Q1: 10,434 shares 10,434 $141K <0.01% +847 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,334 shares; 2024Q4: 28,251 shares; 2025Q1: 26,761 shares; 2025Q2: 17,702 shares; 2025Q3: 13,757 shares; 2025Q4: 8,806 shares; 2026Q1: 5,095 shares 5,095 $141K <0.01% -3,711 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 4,850 shares 4,850 $140K <0.01% +3,773 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,671 shares; 2025Q1: 9,838 shares; 2025Q2: 9,213 shares; 2025Q3: 11,154 shares; 2025Q4: 10,264 shares; 2026Q1: 12,654 shares 12,654 $140K <0.01% +2,390 Timeline JGRO 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: 21,587 shares; 2024Q4: 15,837 shares; 2025Q1: 6,102 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 1,652 shares; 2026Q1: 1,657 shares 1,657 $140K <0.01% +5 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,256 shares; 2025Q1: 7,685 shares; 2025Q2: 9,249 shares; 2025Q3: 9,254 shares; 2025Q4: 7,982 shares; 2026Q1: 4,832 shares 4,832 $140K <0.01% -3,150 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 537 shares; 2025Q1: 572 shares; 2025Q2: 531 shares; 2025Q3: 566 shares; 2025Q4: 977 shares; 2026Q1: 1,831 shares 1,831 $140K <0.01% +854 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 91 shares; 2025Q1: 120 shares; 2025Q2: 129 shares; 2025Q3: 147 shares; 2025Q4: 652 shares; 2026Q1: 819 shares 819 $140K <0.01% +167 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,927 shares; 2025Q1: 5,841 shares; 2025Q2: 1,164 shares; 2025Q3: 1,617 shares; 2025Q4: 1,845 shares; 2026Q1: 1,847 shares 1,847 $139K <0.01% +2 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares 2,332 $139K <0.01% 0 Timeline ISCG 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: 2,270 shares; 2024Q4: 3,185 shares; 2025Q1: 3,777 shares; 2025Q2: 950 shares; 2025Q3: 986 shares; 2025Q4: 714 shares; 2026Q1: 2,523 shares 2,523 $138K <0.01% +1,809 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $138K <0.01% 0 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 11,570 shares; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,695 shares 10,695 $138K <0.01% 0 Timeline RLY 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: 2,591 shares; 2024Q4: 2,780 shares; 2025Q1: 2,749 shares; 2025Q2: 3,159 shares; 2025Q3: 3,001 shares; 2025Q4: 3,693 shares; 2026Q1: 3,805 shares 3,805 $138K <0.01% +112 Timeline SCHJ 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: 9,408 shares; 2024Q4: 14,553 shares; 2025Q1: 5,861 shares; 2025Q2: 5,074 shares; 2025Q3: 5,168 shares; 2025Q4: 5,360 shares; 2026Q1: 5,553 shares 5,553 $137K <0.01% +193 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,148 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,897 shares; 2026Q1: 5,020 shares 5,020 $137K <0.01% +3,123 Timeline SRVR 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: 827 shares; 2024Q4: 827 shares; 2025Q1: 789 shares; 2025Q2: 665 shares; 2025Q3: 664 shares; 2025Q4: 648 shares; 2026Q1: 4,380 shares 4,380 $137K <0.01% +3,732 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,237 shares; 2025Q2: 1,290 shares; 2025Q3: 1,286 shares; 2025Q4: 432 shares; 2026Q1: 696 shares 696 $137K <0.01% +264 Timeline REZ 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: 206 shares; 2024Q4: 2,020 shares; 2025Q1: 2,191 shares; 2025Q2: 1,047 shares; 2025Q3: 1,478 shares; 2025Q4: 1,591 shares; 2026Q1: 1,635 shares 1,635 $136K <0.01% +44 Timeline KPRO KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,303 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares; 2026Q1: 4,976 shares 4,976 $136K <0.01% +699 Timeline TVAL 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: 2,511 shares; 2024Q4: 2,530 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 3,466 shares; 2025Q4: not reported; 2026Q1: 3,758 shares 3,758 $136K <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,574 shares; 2026Q1: 1,580 shares 1,580 $136K <0.01% +6 Timeline HEGD 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: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 2,834 shares; 2025Q4: 3,601 shares; 2026Q1: 5,499 shares 5,499 $136K <0.01% +1,898 Timeline MMIN 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,728 shares 5,728 $136K <0.01% new Timeline IYT 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: 848 shares; 2024Q4: 720 shares; 2025Q1: 1,127 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,819 shares 1,819 $136K <0.01% +768 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,474 shares; 2025Q1: 5,474 shares; 2025Q2: 5,474 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares; 2026Q1: 5,369 shares 5,369 $136K <0.01% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,172 shares 1,172 $136K <0.01% +2 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 7,959 shares; 2025Q1: 10,156 shares; 2025Q2: 10,156 shares; 2025Q3: 9,439 shares; 2025Q4: 9,415 shares; 2026Q1: 9,439 shares 9,439 $135K <0.01% +24 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,857 shares; 2025Q1: 12,688 shares; 2025Q2: 12,688 shares; 2025Q3: 12,688 shares; 2025Q4: 12,688 shares; 2026Q1: 14,330 shares 14,330 $135K <0.01% +1,642 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,690 shares; 2025Q1: 23,646 shares; 2025Q2: 25,157 shares; 2025Q3: 27,141 shares; 2025Q4: 25,456 shares; 2026Q1: 5,945 shares 5,945 $135K <0.01% -19,511 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,722 shares; 2024Q4: 14,889 shares; 2025Q1: 2,906 shares; 2025Q2: 3,015 shares; 2025Q3: 2,747 shares; 2025Q4: 2,096 shares; 2026Q1: 2,324 shares 2,324 $135K <0.01% +228 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 242 shares; 2025Q1: 247 shares; 2025Q2: 254 shares; 2025Q3: 64 shares; 2025Q4: 67 shares; 2026Q1: 1,067 shares 1,067 $135K <0.01% +1,000 Timeline FTDS 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 2,240 shares 2,240 $135K <0.01% +530 Timeline SPBW 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: 153,547 shares; 2025Q2: 135,770 shares; 2025Q3: 26,305 shares; 2025Q4: 11,385 shares; 2026Q1: 4,964 shares 4,964 $135K <0.01% -6,421 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 946 shares; 2025Q1: 1,079 shares; 2025Q2: 894 shares; 2025Q3: 1,043 shares; 2025Q4: 1,127 shares; 2026Q1: 5,151 shares 5,151 $135K <0.01% +4,024 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 177 shares; 2025Q3: 503 shares; 2025Q4: 725 shares; 2026Q1: 2,272 shares 2,272 $134K <0.01% +1,547 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,383 shares; 2025Q1: 2,859 shares; 2025Q2: 2,852 shares; 2025Q3: 2,856 shares; 2025Q4: 4,256 shares; 2026Q1: 5,683 shares 5,683 $134K <0.01% +1,427 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 13,016 shares; 2025Q1: 16,025 shares; 2025Q2: 2,193 shares; 2025Q3: 13,811 shares; 2025Q4: 14,776 shares; 2026Q1: 4,091 shares 4,091 $134K <0.01% -10,685 Timeline FIDU 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: 226 shares; 2024Q4: 227 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 1,547 shares 1,547 $134K <0.01% +1,300 Timeline VNQI 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: 439 shares; 2024Q4: 631 shares; 2025Q1: 290 shares; 2025Q2: 232 shares; 2025Q3: 462 shares; 2025Q4: 2,338 shares; 2026Q1: 3,010 shares 3,010 $134K <0.01% +672 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 121 shares; 2025Q4: 902 shares; 2026Q1: 3,201 shares 3,201 $134K <0.01% +2,299 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 260 shares; 2025Q3: 529 shares; 2025Q4: 395 shares; 2026Q1: 3,294 shares 3,294 $133K <0.01% +2,899 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,506 shares; 2025Q1: 2,248 shares; 2025Q2: 2,513 shares; 2025Q3: 2,613 shares; 2025Q4: 2,629 shares; 2026Q1: 2,686 shares 2,686 $133K <0.01% +57 Timeline RODM 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: 4,441 shares; 2024Q4: 4,414 shares; 2025Q1: 3,402 shares; 2025Q2: 3,398 shares; 2025Q3: 3,336 shares; 2025Q4: 3,340 shares; 2026Q1: 3,382 shares 3,382 $133K <0.01% +42 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 618 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 633 shares; 2025Q4: 534 shares; 2026Q1: 523 shares 523 $133K <0.01% -11 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 666 shares; 2025Q1: 100 shares; 2025Q2: 153 shares; 2025Q3: 138 shares; 2025Q4: 3,375 shares; 2026Q1: 2,190 shares 2,190 $133K <0.01% -1,185 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 415 shares; 2025Q1: 435 shares; 2025Q2: 407 shares; 2025Q3: 276 shares; 2025Q4: 2,518 shares; 2026Q1: 2,016 shares 2,016 $132K <0.01% -502 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,553 shares; 2025Q1: 1,518 shares; 2025Q2: 1,829 shares; 2025Q3: 1,880 shares; 2025Q4: 1,913 shares; 2026Q1: 3,386 shares 3,386 $131K <0.01% +1,473 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 316 shares; 2025Q1: 45 shares; 2025Q2: 39 shares; 2025Q3: 85 shares; 2025Q4: 87 shares; 2026Q1: 756 shares 756 $131K <0.01% +669 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 840 shares 840 $130K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 108 shares; 2025Q2: 145 shares; 2025Q3: 1,455 shares; 2025Q4: 1,509 shares; 2026Q1: 460 shares 460 $130K <0.01% -1,049 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,226 shares; 2025Q1: 2,720 shares; 2025Q2: 4,276 shares; 2025Q3: 725 shares; 2025Q4: 595 shares; 2026Q1: 4,364 shares 4,364 $129K <0.01% +3,769 Timeline AGMI 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: 1,909 shares 1,909 $129K <0.01% new Timeline BAB 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: 6,526 shares; 2024Q4: 6,880 shares; 2025Q1: 4,635 shares; 2025Q2: 5,824 shares; 2025Q3: 5,088 shares; 2025Q4: 4,153 shares; 2026Q1: 4,779 shares 4,779 $129K <0.01% +626 Timeline IJUN 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: 4,057 shares; 2024Q4: 5,887 shares; 2025Q1: 6,610 shares; 2025Q2: 64,247 shares; 2025Q3: 64,070 shares; 2025Q4: 2,579 shares; 2026Q1: 4,374 shares 4,374 $129K <0.01% +1,795 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 2,482 shares 2,482 $128K <0.01% new Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,978 shares 3,978 $128K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 611 shares; 2025Q1: 559 shares; 2025Q2: 474 shares; 2025Q3: 590 shares; 2025Q4: 641 shares; 2026Q1: 1,080 shares 1,080 $128K <0.01% +439 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 908 shares; 2025Q1: 1,012 shares; 2025Q2: 795 shares; 2025Q3: 864 shares; 2025Q4: 756 shares; 2026Q1: 1,419 shares 1,419 $128K <0.01% +663 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,438 shares; 2025Q1: 3,855 shares; 2025Q2: 3,044 shares; 2025Q3: 3,112 shares; 2025Q4: 3,686 shares; 2026Q1: 1,542 shares 1,542 $128K <0.01% -2,144 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 1,257 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $128K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,698 shares; 2024Q4: 3,995 shares; 2025Q1: 9,507 shares; 2025Q2: 8,507 shares; 2025Q3: 8,507 shares; 2025Q4: 8,453 shares; 2026Q1: 14,187 shares 14,187 $128K <0.01% +5,734 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,968 shares; 2025Q1: 11,555 shares; 2025Q2: 8,617 shares; 2025Q3: 8,245 shares; 2025Q4: 6,930 shares; 2026Q1: 2,994 shares 2,994 $127K <0.01% -3,936 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,669 shares; 2025Q4: 3,244 shares; 2026Q1: 2,056 shares 2,056 $127K <0.01% -1,188 Timeline HAP 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: 2,008 shares; 2024Q4: 1,736 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,751 shares 1,751 $127K <0.01% +256 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 595 shares; 2025Q1: 590 shares; 2025Q2: 569 shares; 2025Q3: 586 shares; 2025Q4: 583 shares; 2026Q1: 806 shares 806 $127K <0.01% +223 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: not reported; 2026Q1: 3,125 shares 3,125 $127K <0.01% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: not reported; 2026Q1: 2,878 shares 2,878 $126K <0.01% new Timeline FDRR 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: 513 shares; 2024Q4: 518 shares; 2025Q1: 521 shares; 2025Q2: 524 shares; 2025Q3: 527 shares; 2025Q4: 529 shares; 2026Q1: 2,147 shares 2,147 $126K <0.01% +1,618 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,333 shares 1,333 $126K <0.01% +633 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 150 shares; 2025Q2: 242 shares; 2025Q3: 436 shares; 2025Q4: 466 shares; 2026Q1: 540 shares 540 $126K <0.01% +74 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,900 shares; 2025Q4: 4,200 shares; 2026Q1: 7,786 shares 7,786 $126K <0.01% +3,586 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 31,134 shares 31,134 $126K <0.01% +30,134 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 454 shares; 2025Q3: 457 shares; 2025Q4: 455 shares; 2026Q1: 458 shares 458 $126K <0.01% +3 Timeline GXC 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: 1,018 shares; 2026Q1: 1,344 shares 1,344 $125K <0.01% +326 Timeline NJUN 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 4,152 shares; 2025Q3: 4,152 shares; 2025Q4: 3,996 shares; 2026Q1: 3,977 shares 3,977 $124K <0.01% -19 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,923 shares; 2025Q1: 1,946 shares; 2025Q2: 1,046 shares; 2025Q3: 1,063 shares; 2025Q4: 1,118 shares; 2026Q1: 1,906 shares 1,906 $124K <0.01% +788 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 141 shares; 2025Q1: 190 shares; 2025Q2: 248 shares; 2025Q3: 309 shares; 2025Q4: 2,522 shares; 2026Q1: 2,458 shares 2,458 $124K <0.01% -64 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,299 shares; 2025Q1: 3,331 shares; 2025Q2: 3,904 shares; 2025Q3: 3,843 shares; 2025Q4: 3,949 shares; 2026Q1: 3,917 shares 3,917 $124K <0.01% -32 Timeline ODDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,107 shares; 2025Q4: 13,554 shares; 2026Q1: 5,261 shares 5,261 $123K <0.01% -8,293 Timeline FLQL 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: 1,238 shares; 2024Q4: 1,239 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 995 shares; 2025Q4: 1,672 shares; 2026Q1: 1,820 shares 1,820 $123K <0.01% +148 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 429 shares; 2025Q1: 389 shares; 2025Q2: 218 shares; 2025Q3: 232 shares; 2025Q4: 211 shares; 2026Q1: 1,023 shares 1,023 $122K <0.01% +812 Timeline SCHC 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: 762 shares; 2024Q4: 496 shares; 2025Q1: 820 shares; 2025Q2: 854 shares; 2025Q3: 2,044 shares; 2025Q4: 2,361 shares; 2026Q1: 2,611 shares 2,611 $122K <0.01% +250 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 7,752 shares; 2025Q1: 7,752 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 3,551 shares 3,551 $122K <0.01% +1,326 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 10,221 shares; 2025Q1: 8,404 shares; 2025Q2: 8,498 shares; 2025Q3: 8,043 shares; 2025Q4: 6,346 shares; 2026Q1: 1,938 shares 1,938 $122K <0.01% -4,408 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,479 shares 1,479 $122K <0.01% +279 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,920 shares; 2025Q1: 918 shares; 2025Q2: 1,007 shares; 2025Q3: 1,062 shares; 2025Q4: 1,037 shares; 2026Q1: 2,524 shares 2,524 $122K <0.01% +1,487 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 937 shares; 2026Q1: 2,972 shares 2,972 $121K <0.01% +2,035 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,917 shares; 2025Q1: 8,930 shares; 2025Q2: 9,150 shares; 2025Q3: 9,077 shares; 2025Q4: 7,970 shares; 2026Q1: 8,043 shares 8,043 $121K <0.01% +73 Timeline FXD 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: 3,640 shares; 2024Q4: 8,289 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 730 shares; 2025Q4: 760 shares; 2026Q1: 1,886 shares 1,886 $121K <0.01% +1,126 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,017 shares; 2025Q4: 4,203 shares; 2026Q1: 3,423 shares 3,423 $121K <0.01% -780 Timeline STXT 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: 6,644 shares; 2025Q1: 14,180 shares; 2025Q2: 18,942 shares; 2025Q3: 15,791 shares; 2025Q4: 10,504 shares; 2026Q1: 6,049 shares 6,049 $120K <0.01% -4,455 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: 2,130 shares; 2025Q2: 2,030 shares; 2025Q3: 2,512 shares; 2025Q4: 5,527 shares; 2026Q1: 8,551 shares 8,551 $120K <0.01% +3,024 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,405 shares; 2025Q1: 3,409 shares; 2025Q2: 3,412 shares; 2025Q3: 3,077 shares; 2025Q4: 2,729 shares; 2026Q1: 3,971 shares 3,971 $120K <0.01% +1,242 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,097 shares 1,097 $120K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,085 shares; 2024Q4: 39,177 shares; 2025Q1: 37,817 shares; 2025Q2: 39,173 shares; 2025Q3: 46,550 shares; 2025Q4: 38,975 shares; 2026Q1: 45,861 shares 45,861 $120K <0.01% +6,886 Timeline QBSF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 375 shares; 2026Q1: 4,569 shares 4,569 $120K <0.01% +4,194 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 7,802 shares; 2025Q1: 8,206 shares; 2025Q2: 19,057 shares; 2025Q3: 7,519 shares; 2025Q4: 7,088 shares; 2026Q1: 2,482 shares 2,482 $119K <0.01% -4,606 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 359 shares; 2025Q3: 457 shares; 2025Q4: 477 shares; 2026Q1: 872 shares 872 $119K <0.01% +395 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 245 shares 245 $119K <0.01% +211 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,149 shares 11,149 $118K <0.01% new Timeline SCHR 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: 843 shares; 2024Q4: 1,632 shares; 2025Q1: 2,528 shares; 2025Q2: 2,617 shares; 2025Q3: 3,090 shares; 2025Q4: 3,008 shares; 2026Q1: 4,736 shares 4,736 $118K <0.01% +1,728 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 684 shares; 2025Q4: 1,259 shares; 2026Q1: 5,448 shares 5,448 $118K <0.01% +4,189 Timeline MISL 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: 300 shares; 2025Q1: 625 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 1,205 shares; 2026Q1: 2,633 shares 2,633 $118K <0.01% +1,428 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,995 shares; 2025Q1: 2,049 shares; 2025Q2: 2,523 shares; 2025Q3: 2,650 shares; 2025Q4: 2,661 shares; 2026Q1: 3,257 shares 3,257 $118K <0.01% +596 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,840 shares; 2025Q1: 5,884 shares; 2025Q2: 5,949 shares; 2025Q3: 6,013 shares; 2025Q4: 5,567 shares; 2026Q1: 5,608 shares 5,608 $117K <0.01% +41 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $117K <0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 39,433 shares; 2025Q1: 52,953 shares; 2025Q2: 53,140 shares; 2025Q3: 28,196 shares; 2025Q4: 28,153 shares; 2026Q1: 1,058 shares 1,058 $117K <0.01% -27,095 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,170 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,007 shares; 2025Q4: 1,044 shares; 2026Q1: 3,273 shares 3,273 $117K <0.01% +2,229 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,026 shares; 2025Q1: 953 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 280 shares; 2026Q1: 2,880 shares 2,880 $117K <0.01% +2,600 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,201 shares; 2026Q1: 6,201 shares 6,201 $117K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,415 shares; 2025Q1: 1,557 shares; 2025Q2: 1,830 shares; 2025Q3: 1,868 shares; 2025Q4: 1,872 shares; 2026Q1: 1,902 shares 1,902 $117K <0.01% +30 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,755 shares; 2025Q1: 1,861 shares; 2025Q2: 979 shares; 2025Q3: 969 shares; 2025Q4: 1,073 shares; 2026Q1: 1,453 shares 1,453 $117K <0.01% +380 Timeline APRZ 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: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 3,272 shares 3,272 $117K <0.01% +774 Timeline BAMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 4,441 shares 4,441 $117K <0.01% +3,525 Timeline BAMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 4,620 shares 4,620 $117K <0.01% +3,597 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 3,262 shares 3,262 $117K <0.01% +3,253 Timeline ITEQ 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: 2,025 shares 2,025 $117K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,474 shares; 2025Q1: 1,579 shares; 2025Q2: 3,774 shares; 2025Q3: 1,761 shares; 2025Q4: 1,784 shares; 2026Q1: 2,179 shares 2,179 $116K <0.01% +395 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,500 shares; 2025Q3: 1,300 shares; 2025Q4: 1,200 shares; 2026Q1: 14,253 shares 14,253 $116K <0.01% +13,053 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 140 shares; 2025Q1: 245 shares; 2025Q2: 145 shares; 2025Q3: 139 shares; 2025Q4: 144 shares; 2026Q1: 1,059 shares 1,059 $116K <0.01% +915 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 2,197 shares; 2025Q4: 4,794 shares; 2026Q1: 4,599 shares 4,599 $116K <0.01% -195 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 76 shares; 2025Q2: 33 shares; 2025Q3: 70 shares; 2025Q4: 135 shares; 2026Q1: 811 shares 811 $116K <0.01% +676 Timeline FID 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: 6,984 shares; 2024Q4: 6,331 shares; 2025Q1: 6,681 shares; 2025Q2: 7,207 shares; 2025Q3: 7,207 shares; 2025Q4: 5,891 shares; 2026Q1: 5,513 shares 5,513 $115K <0.01% -378 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,808 shares; 2025Q1: 10,908 shares; 2025Q2: 11,649 shares; 2025Q3: 9,188 shares; 2025Q4: 6,713 shares; 2026Q1: 13,873 shares 13,873 $115K <0.01% +7,160 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 155 shares; 2025Q1: 211 shares; 2025Q2: 199 shares; 2025Q3: 529 shares; 2025Q4: 561 shares; 2026Q1: 1,695 shares 1,695 $115K <0.01% +1,134 Timeline JANH 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: 30,489 shares; 2024Q4: 29,859 shares; 2025Q1: 63,929 shares; 2025Q2: 57,346 shares; 2025Q3: 33,931 shares; 2025Q4: 34,101 shares; 2026Q1: 4,808 shares 4,808 $115K <0.01% -29,293 Timeline NNOV 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: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 5,883 shares; 2026Q1: 4,133 shares 4,133 $115K <0.01% -1,750 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 504 shares; 2025Q2: 1,373 shares; 2025Q3: 557 shares; 2025Q4: 247 shares; 2026Q1: 785 shares 785 $115K <0.01% +538 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 3,797 shares; 2025Q1: 3,922 shares; 2025Q2: 3,960 shares; 2025Q3: 3,791 shares; 2025Q4: 3,096 shares; 2026Q1: 8,872 shares 8,872 $114K <0.01% +5,776 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $114K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 168 shares; 2026Q1: 1,951 shares 1,951 $114K <0.01% +1,783 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 1,417 shares; 2026Q1: 2,075 shares 2,075 $114K <0.01% +658 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 1,963 shares; 2025Q1: 1,982 shares; 2025Q2: 2,294 shares; 2025Q3: 2,517 shares; 2025Q4: 2,300 shares; 2026Q1: 2,118 shares 2,118 $113K <0.01% -182 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 786 shares 786 $112K <0.01% +517 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is 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: 2,650 shares 2,650 $112K <0.01% new Timeline SIXZ 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 3,154 shares; 2026Q1: 3,863 shares 3,863 $112K <0.01% +709 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 14,979 shares; 2025Q1: 13,622 shares; 2025Q2: 10,830 shares; 2025Q3: 10,848 shares; 2025Q4: 10,282 shares; 2026Q1: 4,341 shares 4,341 $111K <0.01% -5,941 Timeline FAI 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: 1,737 shares; 2025Q4: 2,598 shares; 2026Q1: 2,986 shares 2,986 $111K <0.01% +388 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,320 shares; 2025Q1: 4,433 shares; 2025Q2: 804 shares; 2025Q3: 869 shares; 2025Q4: 1,010 shares; 2026Q1: 1,851 shares 1,851 $111K <0.01% +841 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 298 shares; 2025Q4: 150 shares; 2026Q1: 731 shares 731 $111K <0.01% +581 Timeline SCHY 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 343 shares; 2026Q1: 3,504 shares 3,504 $111K <0.01% +3,161 Timeline HYD 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: 136 shares; 2024Q4: 89 shares; 2025Q1: 37 shares; 2025Q2: 59 shares; 2025Q3: 127 shares; 2025Q4: 220 shares; 2026Q1: 2,210 shares 2,210 $111K <0.01% +1,990 Timeline QQA 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: 2,216 shares 2,216 $111K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 658 shares; 2025Q1: 738 shares; 2025Q2: 613 shares; 2025Q3: 635 shares; 2025Q4: 540 shares; 2026Q1: 874 shares 874 $110K <0.01% +334 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,512 shares; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $110K <0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 2,124 shares 2,124 $110K <0.01% +2,121 Timeline INDS 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: 1,675 shares; 2024Q4: 1,288 shares; 2025Q1: 262 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 2,995 shares 2,995 $110K <0.01% +2,732 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 119 shares; 2025Q1: 120 shares; 2025Q2: 212 shares; 2025Q3: 236 shares; 2025Q4: 339 shares; 2026Q1: 459 shares 459 $110K <0.01% +120 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 371 shares; 2025Q4: 522 shares; 2026Q1: 975 shares 975 $110K <0.01% +453 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,072 shares; 2024Q4: 19,372 shares; 2025Q1: 13,643 shares; 2025Q2: 12,764 shares; 2025Q3: 12,642 shares; 2025Q4: 9,478 shares; 2026Q1: 9,950 shares 9,950 $110K <0.01% +472 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,387 shares 2,387 $110K <0.01% 0 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,205 shares; 2025Q2: 10,205 shares; 2025Q3: 10,205 shares; 2025Q4: 10,205 shares; 2026Q1: 16,551 shares 16,551 $109K <0.01% +6,346 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 287 shares; 2025Q4: 1,185 shares; 2026Q1: 3,352 shares 3,352 $109K <0.01% +2,167 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,795 shares; 2025Q1: 2,737 shares; 2025Q2: 2,718 shares; 2025Q3: 2,104 shares; 2025Q4: 2,019 shares; 2026Q1: 2,033 shares 2,033 $109K <0.01% +14 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,022 shares; 2025Q1: 1,036 shares; 2025Q2: 1,028 shares; 2025Q3: 1,033 shares; 2025Q4: 1,031 shares; 2026Q1: 1,241 shares 1,241 $109K <0.01% +210 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,004 shares 2,004 $109K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,195 shares; 2025Q1: 1,278 shares; 2025Q2: 1,602 shares; 2025Q3: 1,741 shares; 2025Q4: 1,665 shares; 2026Q1: 772 shares 772 $108K <0.01% -893 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 850 shares; 2025Q3: 6,452 shares; 2025Q4: 2,821 shares; 2026Q1: 2,188 shares 2,188 $108K <0.01% -633 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,313 shares; 2026Q1: 6,849 shares 6,849 $108K <0.01% +2,536 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 577 shares; 2025Q1: 137 shares; 2025Q2: 15,574 shares; 2025Q3: 1,428 shares; 2025Q4: 235 shares; 2026Q1: 1,068 shares 1,068 $108K <0.01% +833 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 174 shares; 2026Q1: 1,965 shares 1,965 $108K <0.01% +1,791 Timeline ELFY 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: 250 shares; 2025Q3: 1,157 shares; 2025Q4: 2,728 shares; 2026Q1: 2,729 shares 2,729 $107K <0.01% +1 Timeline NFLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,716 shares 4,716 $107K <0.01% new Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is 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: 10,155 shares 10,155 $107K <0.01% new Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 450 shares; 2025Q3: 450 shares; 2025Q4: 550 shares; 2026Q1: 3,028 shares 3,028 $107K <0.01% +2,478 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 820 shares; 2026Q1: 5,007 shares 5,007 $107K <0.01% +4,187 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,305 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $107K <0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,665 shares; 2025Q1: 3,768 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares 2,479 $107K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares; 2026Q1: 3,085 shares 3,085 $106K <0.01% +614 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,632 shares; 2025Q1: 1,886 shares; 2025Q2: 2,237 shares; 2025Q3: 3,846 shares; 2025Q4: 3,914 shares; 2026Q1: 5,255 shares 5,255 $106K <0.01% +1,341 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,412 shares; 2025Q1: 6,412 shares; 2025Q2: 6,412 shares; 2025Q3: 6,412 shares; 2025Q4: 6,412 shares; 2026Q1: 6,412 shares 6,412 $106K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 263 shares; 2025Q1: 319 shares; 2025Q2: 247 shares; 2025Q3: 327 shares; 2025Q4: 431 shares; 2026Q1: 896 shares 896 $106K <0.01% +465 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 29,504 shares 29,504 $106K <0.01% +29,499 Timeline ZJAN 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 952 shares; 2026Q1: 3,866 shares 3,866 $105K <0.01% +2,914 Timeline BNDC 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: 4,800 shares; 2024Q4: 5,275 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,324 shares; 2025Q4: 5,248 shares; 2026Q1: 4,725 shares 4,725 $105K <0.01% -523 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,119 shares 54,119 $105K <0.01% new Timeline SIXF 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 1,419 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 3,337 shares 3,337 $105K <0.01% +1,803 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,969 shares; 2026Q1: 8,969 shares 8,969 $104K <0.01% 0 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 2,580 shares; 2026Q1: 3,955 shares 3,955 $104K <0.01% +1,375 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,082 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 2,052 shares; 2026Q1: 4,094 shares 4,094 $104K <0.01% +2,042 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,267 shares 2,267 $104K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 704 shares; 2025Q3: 797 shares; 2025Q4: 806 shares; 2026Q1: 1,589 shares 1,589 $104K <0.01% +783 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 312 shares; 2025Q1: 333 shares; 2025Q2: 332 shares; 2025Q3: 336 shares; 2025Q4: 338 shares; 2026Q1: 152 shares 152 $104K <0.01% -186 Timeline NJUL 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: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,455 shares 1,455 $104K <0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 1,718 shares; 2025Q3: 1,903 shares; 2025Q4: 2,604 shares; 2026Q1: 3,403 shares 3,403 $104K <0.01% +799 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,661 shares; 2025Q1: 1,499 shares; 2025Q2: 994 shares; 2025Q3: 1,002 shares; 2025Q4: 831 shares; 2026Q1: 4,158 shares 4,158 $104K <0.01% +3,327 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 221 shares; 2025Q4: 928 shares; 2026Q1: 1,375 shares 1,375 $104K <0.01% +447 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 165 shares; 2025Q1: 175 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 362 shares; 2026Q1: 582 shares 582 $104K <0.01% +220 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 2 shares; 2025Q3: 39 shares; 2025Q4: 34 shares; 2026Q1: 815 shares 815 $104K <0.01% +781 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares 646 $104K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 559 shares; 2025Q1: 620 shares; 2025Q2: 583 shares; 2025Q3: 758 shares; 2025Q4: 640 shares; 2026Q1: 1,140 shares 1,140 $103K <0.01% +500 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 7,256 shares; 2025Q1: 65,892 shares; 2025Q2: 64,073 shares; 2025Q3: 62,341 shares; 2025Q4: 62,446 shares; 2026Q1: 4,262 shares 4,262 $103K <0.01% -58,184 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 53 shares; 2025Q1: 66 shares; 2025Q2: 256 shares; 2025Q3: 618 shares; 2025Q4: 712 shares; 2026Q1: 1,004 shares 1,004 $103K <0.01% +292 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly 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: 1,000 shares; 2025Q4: 6,574 shares; 2026Q1: 12,574 shares 12,574 $103K <0.01% +6,000 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,802 shares 5,802 $103K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 12 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 37 shares; 2025Q4: 77 shares; 2026Q1: 93 shares 93 $102K <0.01% +16 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,427 shares; 2025Q3: 2,445 shares; 2025Q4: 2,867 shares; 2026Q1: 3,061 shares 3,061 $102K <0.01% +194 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,144 shares; 2024Q4: 16,512 shares; 2025Q1: 16,332 shares; 2025Q2: 20,101 shares; 2025Q3: 4,635 shares; 2025Q4: 2,697 shares; 2026Q1: 3,728 shares 3,728 $102K <0.01% +1,031 Timeline VTWV 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 484 shares; 2026Q1: 609 shares 609 $102K <0.01% +125 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,148 shares; 2025Q4: 1,174 shares; 2026Q1: 1,301 shares 1,301 $102K <0.01% +127 Timeline PSCM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $102K <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 9,242 shares 9,242 $101K <0.01% +5,821 Timeline SHM 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: 3,059 shares; 2024Q4: 3,071 shares; 2025Q1: 2,252 shares; 2025Q2: 2,055 shares; 2025Q3: 2,054 shares; 2025Q4: 2,068 shares; 2026Q1: 2,121 shares 2,121 $101K <0.01% +53 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 1,134 shares; 2025Q1: 1,139 shares; 2025Q2: 1,144 shares; 2025Q3: 1,149 shares; 2025Q4: 1,117 shares; 2026Q1: 2,078 shares 2,078 $101K <0.01% +961 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 2,111 shares 2,111 $101K <0.01% +2,059 Timeline NUKZ 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: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 810 shares; 2025Q3: 1,879 shares; 2025Q4: 1,906 shares; 2026Q1: 1,536 shares 1,536 $101K <0.01% -370 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is 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: 5,376 shares 5,376 $101K <0.01% new Timeline SIZE 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: 965 shares; 2024Q4: 961 shares; 2025Q1: 710 shares; 2025Q2: 698 shares; 2025Q3: 688 shares; 2025Q4: 690 shares; 2026Q1: 633 shares 633 $101K <0.01% -57 Timeline HISF 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: 521 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,269 shares 2,269 $101K <0.01% new Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,882 shares; 2025Q3: 1,882 shares; 2025Q4: 1,912 shares; 2026Q1: 2,062 shares 2,062 $100K <0.01% +150 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares 3,150 $100K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 3,831 shares; 2026Q1: 2,923 shares 2,923 $100K <0.01% -908 Timeline DFIS 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: 42 shares; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $99.8K <0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,746 shares; 2025Q1: 2,337 shares; 2025Q2: 1,868 shares; 2025Q3: 1,815 shares; 2025Q4: 1,986 shares; 2026Q1: 2,259 shares 2,259 $99.4K <0.01% +273 Timeline KMAR 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: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,508 shares; 2026Q1: 3,415 shares 3,415 $99.3K <0.01% +1,907 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 1,180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 2,410 shares 2,410 $99.2K <0.01% +2,229 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 45 shares; 2025Q1: 340 shares; 2025Q2: 1,372 shares; 2025Q3: 1,326 shares; 2025Q4: 1,138 shares; 2026Q1: 543 shares 543 $99.2K <0.01% -595 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,626 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,056 shares; 2025Q4: 1,653 shares; 2026Q1: 6,602 shares 6,602 $99.2K <0.01% +4,949 Timeline MID 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: 831 shares; 2024Q4: 831 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 787 shares; 2025Q4: 722 shares; 2026Q1: 1,620 shares 1,620 $99K <0.01% +898 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 2,835 shares 2,835 $98.7K <0.01% +2,810 Timeline FDHY 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 2,021 shares 2,021 $98.1K <0.01% +1,796 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 4,966 shares 4,966 $98.1K <0.01% +4,120 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,148 shares; 2026Q1: 2,864 shares 2,864 $97.8K <0.01% +716 Timeline QQQA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925 $97.6K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 196 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 1,344 shares; 2025Q4: 1,204 shares; 2026Q1: 1,450 shares 1,450 $97.6K <0.01% +246 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 6,870 shares; 2026Q1: 11,120 shares 11,120 $97.5K <0.01% +4,250 Timeline VPLS 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 1,256 shares 1,256 $97.5K <0.01% +1,044 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,555 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $97.4K <0.01% 0 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 3,881 shares 3,881 $97.3K <0.01% +3,190 Timeline FALN 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: 8,535 shares; 2025Q1: 3,672 shares; 2025Q2: 2,950 shares; 2025Q3: 2,904 shares; 2025Q4: 2,898 shares; 2026Q1: 3,636 shares 3,636 $97.2K <0.01% +738 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,825 shares 3,825 $97.2K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 8,917 shares 8,917 $97.1K <0.01% +6,917 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,676 shares; 2025Q3: 2,856 shares; 2025Q4: 2,314 shares; 2026Q1: 4,047 shares 4,047 $97K <0.01% +1,733 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,123 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,998 shares; 2025Q4: 3,328 shares; 2026Q1: 3,353 shares 3,353 $96.8K <0.01% +25 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 895 shares; 2026Q1: 775 shares 775 $96.7K <0.01% -120 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,393 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 575 shares; 2026Q1: 3,425 shares 3,425 $96.7K <0.01% +2,850 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 2,680 shares 2,680 $96.6K <0.01% +1,973 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 221 shares; 2025Q4: 68 shares; 2026Q1: 1,318 shares 1,318 $96.6K <0.01% +1,250 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 721 shares; 2026Q1: 2,852 shares 2,852 $96K <0.01% +2,131 Timeline FTBI 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: 2,300 shares; 2026Q1: 4,600 shares 4,600 $95.9K <0.01% +2,300 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $95.8K <0.01% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,563 shares 2,563 $95.7K <0.01% +300 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 407 shares; 2025Q3: 475 shares; 2025Q4: 466 shares; 2026Q1: 558 shares 558 $95.6K <0.01% +92 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,949 shares; 2026Q1: 4,290 shares 4,290 $95.5K <0.01% +1,341 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 4,156 shares 4,156 $95.5K <0.01% +3,956 Timeline HGER 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: not reported; 2024Q4: not reported; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares 3,077 $95.4K <0.01% 0 Timeline EWH 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: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 3,119 shares; 2026Q1: 4,132 shares 4,132 $95.4K <0.01% +1,013 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,519 shares 2,519 $95.3K <0.01% new Timeline IWX 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: 619 shares; 2024Q4: 294 shares; 2025Q1: 666 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 829 shares; 2026Q1: 1,027 shares 1,027 $95.2K <0.01% +198 Timeline TLTE 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: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 1,414 shares 1,414 $95K <0.01% +1,173 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 6,125 shares 6,125 $94.9K <0.01% +2,125 Timeline ALX ALEXANDERS INC More: the full row for ALEXANDERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $94.7K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 2,142 shares; 2025Q1: 2,215 shares; 2025Q2: 2,132 shares; 2025Q3: 2,315 shares; 2025Q4: 2,549 shares; 2026Q1: 2,404 shares 2,404 $94.3K <0.01% -145 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,950 shares; 2025Q1: 5,214 shares; 2025Q2: 6,633 shares; 2025Q3: 6,556 shares; 2025Q4: 6,825 shares; 2026Q1: 7,349 shares 7,349 $94.2K <0.01% +524 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 4,504 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 9,636 shares 9,636 $94.1K <0.01% +5,496 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,920 shares; 2025Q1: 5,320 shares; 2025Q2: 9,900 shares; 2025Q3: 14,983 shares; 2025Q4: 15,188 shares; 2026Q1: 23,828 shares 23,828 $94.1K <0.01% +8,640 Timeline BSCW 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: 1,741 shares; 2025Q1: 6,757 shares; 2025Q2: 6,843 shares; 2025Q3: 6,927 shares; 2025Q4: 4,439 shares; 2026Q1: 4,565 shares 4,565 $94K <0.01% +126 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $93.5K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 573 shares; 2025Q1: 444 shares; 2025Q2: 489 shares; 2025Q3: 476 shares; 2025Q4: 591 shares; 2026Q1: 575 shares 575 $93.5K <0.01% -16 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 763 shares; 2026Q1: 865 shares 865 $93.1K <0.01% +102 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,959 shares 4,959 $93.1K <0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 133 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 145 shares; 2026Q1: 170 shares 170 $92.8K <0.01% +25 Timeline DDTL 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: 4,478 shares; 2025Q4: 4,478 shares; 2026Q1: 4,478 shares 4,478 $92.6K <0.01% 0 Timeline LEGR 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: 713 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 1,421 shares; 2025Q4: 1,388 shares; 2026Q1: 1,603 shares 1,603 $92.6K <0.01% +215 Timeline IEZ 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 2,871 shares; 2026Q1: 3,189 shares 3,189 $92.3K <0.01% +318 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 804 shares; 2025Q1: 817 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 567 shares; 2026Q1: 1,431 shares 1,431 $91.9K <0.01% +864 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 283 shares; 2026Q1: 921 shares 921 $91.9K <0.01% +638 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 70 shares; 2025Q1: 168 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 151 shares; 2026Q1: 1,756 shares 1,756 $91.8K <0.01% +1,605 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 16,000 shares; 2026Q1: 45,626 shares 45,626 $91.7K <0.01% +29,626 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,429 shares; 2025Q1: 3,453 shares; 2025Q2: 3,476 shares; 2025Q3: 3,497 shares; 2025Q4: 1,530 shares; 2026Q1: 1,538 shares 1,538 $91.6K <0.01% +8 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,221 shares; 2026Q1: 1,320 shares 1,320 $91.6K <0.01% +99 Timeline EUFN 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: 664 shares; 2024Q4: 628 shares; 2025Q1: 545 shares; 2025Q2: 32,473 shares; 2025Q3: 16,157 shares; 2025Q4: 6,148 shares; 2026Q1: 2,627 shares 2,627 $91.6K <0.01% -3,521 Timeline