MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 11,654 shares; 2025Q1: 18,963 shares; 2025Q2: 15,029 shares; 2025Q3: 17,739 shares; 2025Q4: 19,462 shares; 2026Q1: 21,265 shares 21,265 $1.54M 0.01% +1,803 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 5,851 shares; 2025Q1: 6,530 shares; 2025Q2: 5,895 shares; 2025Q3: 7,164 shares; 2025Q4: 7,607 shares; 2026Q1: 8,229 shares 8,229 $1.54M 0.01% +622 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,982 shares; 2025Q1: 7,588 shares; 2025Q2: 7,795 shares; 2025Q3: 8,952 shares; 2025Q4: 9,561 shares; 2026Q1: 11,326 shares 11,326 $1.53M 0.01% +1,765 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,986 shares; 2025Q1: 9,799 shares; 2025Q2: 10,002 shares; 2025Q3: 8,760 shares; 2025Q4: 9,008 shares; 2026Q1: 12,851 shares 12,851 $1.52M 0.01% +3,843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 2,163 shares 2,163 $1.52M 0.01% +949 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,475 shares 17,475 $1.51M 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 16,043 shares; 2025Q1: 21,553 shares; 2025Q2: 18,737 shares; 2025Q3: 28,093 shares; 2025Q4: 27,263 shares; 2026Q1: 29,897 shares 29,897 $1.5M 0.01% +2,634 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,137 shares; 2025Q1: 4,374 shares; 2025Q2: 5,236 shares; 2025Q3: 7,843 shares; 2025Q4: 4,054 shares; 2026Q1: 4,378 shares 4,378 $1.5M 0.01% +324 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,304 shares; 2024Q4: 133,304 shares; 2025Q1: 133,585 shares; 2025Q2: not reported; 2025Q3: 88,226 shares; 2025Q4: 88,614 shares; 2026Q1: 87,752 shares 87,752 $1.49M 0.01% -862 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,173 shares; 2025Q1: 78,836 shares; 2025Q2: 27,466 shares; 2025Q3: 90,504 shares; 2025Q4: 78,526 shares; 2026Q1: 87,675 shares 87,675 $1.49M 0.01% +9,149 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 1,975 shares; 2025Q1: 2,584 shares; 2025Q2: 3,056 shares; 2025Q3: 4,565 shares; 2025Q4: 3,040 shares; 2026Q1: 5,223 shares 5,223 $1.48M 0.01% +2,183 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 8,149 shares; 2025Q1: 10,627 shares; 2025Q2: 12,056 shares; 2025Q3: 14,478 shares; 2025Q4: 14,736 shares; 2026Q1: 14,843 shares 14,843 $1.48M 0.01% +107 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,839 shares; 2025Q1: 5,017 shares; 2025Q2: 4,881 shares; 2025Q3: 5,372 shares; 2025Q4: 4,989 shares; 2026Q1: 5,230 shares 5,230 $1.47M 0.01% +241 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,084 shares; 2024Q4: 14,004 shares; 2025Q1: 20,278 shares; 2025Q2: 19,293 shares; 2025Q3: 17,896 shares; 2025Q4: 13,661 shares; 2026Q1: 15,223 shares 15,223 $1.47M 0.01% +1,562 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 12,430 shares; 2025Q2: 14,158 shares; 2025Q3: 15,040 shares; 2025Q4: 6,752 shares; 2026Q1: 10,996 shares 10,996 $1.46M 0.01% +4,244 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,172 shares; 2025Q1: 12,481 shares; 2025Q2: 12,931 shares; 2025Q3: 12,657 shares; 2025Q4: 14,477 shares; 2026Q1: 15,151 shares 15,151 $1.45M 0.01% +674 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,634 shares; 2024Q4: 11,687 shares; 2025Q1: 25,306 shares; 2025Q2: 24,233 shares; 2025Q3: 24,114 shares; 2025Q4: 20,378 shares; 2026Q1: 19,518 shares 19,518 $1.45M 0.01% -860 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: 17,560 shares; 2024Q4: 17,479 shares; 2025Q1: 22,811 shares; 2025Q2: 15,671 shares; 2025Q3: 23,887 shares; 2025Q4: 24,416 shares; 2026Q1: 27,126 shares 27,126 $1.45M 0.01% +2,710 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 15,266 shares; 2025Q1: 17,777 shares; 2025Q2: 11,028 shares; 2025Q3: 20,946 shares; 2025Q4: 20,819 shares; 2026Q1: 21,257 shares 21,257 $1.44M 0.01% +438 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 3,801 shares; 2025Q4: 4,577 shares; 2026Q1: 6,812 shares 6,812 $1.44M 0.01% +2,235 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,881 shares; 2024Q4: 6,812 shares; 2025Q1: 6,332 shares; 2025Q2: 4,794 shares; 2025Q3: 21,799 shares; 2025Q4: 39,273 shares; 2026Q1: 44,027 shares 44,027 $1.44M 0.01% +4,754 Timeline DFIC 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: 33,607 shares; 2025Q2: 34,553 shares; 2025Q3: 34,471 shares; 2025Q4: 33,634 shares; 2026Q1: 40,462 shares 40,462 $1.44M 0.01% +6,828 Timeline MKC-V 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: not reported; 2024Q4: not reported; 2025Q1: 36,165 shares; 2025Q2: 36,877 shares; 2025Q3: 36,632 shares; 2025Q4: 28,407 shares; 2026Q1: 28,407 shares 28,407 $1.43M 0.01% 0 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 19,112 shares; 2025Q1: 19,179 shares; 2025Q2: not reported; 2025Q3: 19,130 shares; 2025Q4: 19,246 shares; 2026Q1: 19,599 shares 19,599 $1.43M 0.01% +353 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 6,412 shares; 2025Q1: 5,457 shares; 2025Q2: 5,093 shares; 2025Q3: 6,738 shares; 2025Q4: 6,475 shares; 2026Q1: 7,000 shares 7,000 $1.43M 0.01% +525 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: 5,116 shares; 2024Q4: 5,025 shares; 2025Q1: 6,274 shares; 2025Q2: 6,667 shares; 2025Q3: 8,597 shares; 2025Q4: 9,004 shares; 2026Q1: 12,006 shares 12,006 $1.43M 0.01% +3,002 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,165 shares; 2025Q1: 5,268 shares; 2025Q2: 5,073 shares; 2025Q3: 5,166 shares; 2025Q4: 8,942 shares; 2026Q1: 5,904 shares 5,904 $1.42M 0.01% -3,038 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 31,470 shares; 2025Q1: 31,470 shares; 2025Q2: 22,710 shares; 2025Q3: 31,310 shares; 2025Q4: 31,310 shares; 2026Q1: 31,310 shares 31,310 $1.4M 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,114 shares; 2025Q4: 40,055 shares; 2026Q1: 24,473 shares 24,473 $1.39M 0.01% -15,582 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,198 shares; 2025Q1: 9,000 shares; 2025Q2: 9,220 shares; 2025Q3: 9,305 shares; 2025Q4: 10,407 shares; 2026Q1: 7,326 shares 7,326 $1.39M 0.01% -3,081 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,659 shares; 2024Q4: 64,402 shares; 2025Q1: 91,594 shares; 2025Q2: 134,796 shares; 2025Q3: 127,724 shares; 2025Q4: 133,581 shares; 2026Q1: 138,272 shares 138,272 $1.38M 0.01% +4,691 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,200 shares; 2025Q2: 1,235 shares; 2025Q3: 1,477 shares; 2025Q4: 2,006 shares; 2026Q1: 2,327 shares 2,327 $1.38M 0.01% +321 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 4,036 shares; 2025Q1: 4,456 shares; 2025Q2: 5,615 shares; 2025Q3: 6,252 shares; 2025Q4: 6,442 shares; 2026Q1: 6,960 shares 6,960 $1.38M 0.01% +518 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,721 shares; 2024Q4: 61,596 shares; 2025Q1: 64,001 shares; 2025Q2: 61,185 shares; 2025Q3: 69,118 shares; 2025Q4: 69,094 shares; 2026Q1: 71,374 shares 71,374 $1.37M 0.01% +2,280 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: not reported; 2025Q1: 3,692 shares; 2025Q2: not reported; 2025Q3: 3,907 shares; 2025Q4: 14,090 shares; 2026Q1: 16,591 shares 16,591 $1.37M 0.01% +2,501 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,812 shares; 2025Q1: 7,622 shares; 2025Q2: 7,159 shares; 2025Q3: 11,998 shares; 2025Q4: 14,477 shares; 2026Q1: 16,720 shares 16,720 $1.37M 0.01% +2,243 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: 10,475 shares; 2024Q4: 9,756 shares; 2025Q1: 13,332 shares; 2025Q2: 14,865 shares; 2025Q3: 15,843 shares; 2025Q4: 15,529 shares; 2026Q1: 16,812 shares 16,812 $1.37M 0.01% +1,283 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: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $1.37M 0.01% 0 Timeline EFV 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: 9,912 shares; 2026Q1: 18,375 shares 18,375 $1.37M 0.01% +8,463 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,616 shares; 2025Q2: 22,705 shares; 2025Q3: 24,735 shares; 2025Q4: 24,754 shares; 2026Q1: 24,570 shares 24,570 $1.36M 0.01% -184 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 3,231 shares; 2025Q1: 7,736 shares; 2025Q2: 7,616 shares; 2025Q3: 8,781 shares; 2025Q4: 9,085 shares; 2026Q1: 8,770 shares 8,770 $1.36M 0.01% -315 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,892 shares; 2025Q1: 12,470 shares; 2025Q2: 10,215 shares; 2025Q3: 14,682 shares; 2025Q4: 28,686 shares; 2026Q1: 29,645 shares 29,645 $1.36M 0.01% +959 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: 31,020 shares; 2024Q4: 34,105 shares; 2025Q1: 51,301 shares; 2025Q2: 45,239 shares; 2025Q3: 37,136 shares; 2025Q4: 42,983 shares; 2026Q1: 42,441 shares 42,441 $1.36M 0.01% -542 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 2,888 shares; 2025Q3: 4,094 shares; 2025Q4: 4,842 shares; 2026Q1: 6,583 shares 6,583 $1.36M 0.01% +1,741 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 4,932 shares; 2025Q2: 5,571 shares; 2025Q3: 5,640 shares; 2025Q4: 6,366 shares; 2026Q1: 6,686 shares 6,686 $1.36M 0.01% +320 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,440 shares; 2024Q4: 34,059 shares; 2025Q1: 35,060 shares; 2025Q2: 31,422 shares; 2025Q3: 43,756 shares; 2025Q4: 43,223 shares; 2026Q1: 41,137 shares 41,137 $1.36M 0.01% -2,086 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,428 shares; 2025Q1: 5,763 shares; 2025Q2: 2,950 shares; 2025Q3: 4,390 shares; 2025Q4: 3,542 shares; 2026Q1: 3,772 shares 3,772 $1.35M 0.01% +230 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 9,362 shares; 2025Q4: 12,495 shares; 2026Q1: 19,534 shares 19,534 $1.35M 0.01% +7,039 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 11,827 shares; 2025Q1: 15,076 shares; 2025Q2: 8,340 shares; 2025Q3: 10,107 shares; 2025Q4: 11,392 shares; 2026Q1: 11,382 shares 11,382 $1.35M 0.01% -10 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,487 shares; 2025Q2: 6,437 shares; 2025Q3: 7,057 shares; 2025Q4: 9,182 shares; 2026Q1: 12,115 shares 12,115 $1.35M 0.01% +2,933 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 4,655 shares; 2025Q1: 6,945 shares; 2025Q2: 4,489 shares; 2025Q3: 10,358 shares; 2025Q4: 11,157 shares; 2026Q1: 11,161 shares 11,161 $1.35M 0.01% +4 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 7,298 shares; 2025Q1: 9,309 shares; 2025Q2: 11,809 shares; 2025Q3: 13,208 shares; 2025Q4: 13,031 shares; 2026Q1: 12,069 shares 12,069 $1.34M 0.01% -962 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: not reported; 2025Q1: 5,672 shares; 2025Q2: 6,629 shares; 2025Q3: 5,969 shares; 2025Q4: 7,453 shares; 2026Q1: 7,844 shares 7,844 $1.34M 0.01% +391 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,944 shares; 2025Q2: 3,663 shares; 2025Q3: 6,001 shares; 2025Q4: 6,830 shares; 2026Q1: 8,907 shares 8,907 $1.34M 0.01% +2,077 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,398 shares; 2025Q1: 6,803 shares; 2025Q2: 5,857 shares; 2025Q3: 8,767 shares; 2025Q4: 9,499 shares; 2026Q1: 10,525 shares 10,525 $1.33M 0.01% +1,026 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 6,014 shares; 2025Q1: 13,685 shares; 2025Q2: 13,695 shares; 2025Q3: 13,694 shares; 2025Q4: 13,759 shares; 2026Q1: 16,501 shares 16,501 $1.32M 0.01% +2,742 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: 6,324 shares; 2024Q4: 6,337 shares; 2025Q1: 7,954 shares; 2025Q2: 11,783 shares; 2025Q3: 13,664 shares; 2025Q4: 15,289 shares; 2026Q1: 19,357 shares 19,357 $1.32M 0.01% +4,068 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,015 shares; 2025Q1: 5,044 shares; 2025Q2: 4,897 shares; 2025Q3: 5,173 shares; 2025Q4: 4,372 shares; 2026Q1: 4,645 shares 4,645 $1.3M 0.01% +273 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,936 shares; 2025Q1: 4,529 shares; 2025Q2: 4,158 shares; 2025Q3: 4,155 shares; 2025Q4: 4,650 shares; 2026Q1: 9,484 shares 9,484 $1.28M 0.01% +4,834 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,333 shares; 2025Q3: 22,536 shares; 2025Q4: 26,265 shares; 2026Q1: 30,072 shares 30,072 $1.28M 0.01% +3,807 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,537 shares; 2025Q1: 10,601 shares; 2025Q2: 6,477 shares; 2025Q3: 6,636 shares; 2025Q4: 5,867 shares; 2026Q1: 6,462 shares 6,462 $1.27M 0.01% +595 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: 19,990 shares; 2024Q4: 20,711 shares; 2025Q1: 24,429 shares; 2025Q2: 22,088 shares; 2025Q3: 24,122 shares; 2025Q4: 26,253 shares; 2026Q1: 29,450 shares 29,450 $1.27M 0.01% +3,197 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,733 shares; 2024Q4: 25,435 shares; 2025Q1: 26,811 shares; 2025Q2: 22,444 shares; 2025Q3: 28,814 shares; 2025Q4: 26,590 shares; 2026Q1: 22,266 shares 22,266 $1.27M 0.01% -4,324 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,651 shares; 2025Q1: 5,029 shares; 2025Q2: 5,027 shares; 2025Q3: 5,384 shares; 2025Q4: 5,374 shares; 2026Q1: 6,481 shares 6,481 $1.27M 0.01% +1,107 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 9,250 shares; 2025Q2: 10,574 shares; 2025Q3: 10,574 shares; 2025Q4: 13,647 shares; 2026Q1: 25,601 shares 25,601 $1.27M 0.01% +11,954 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: 10,850 shares; 2024Q4: 12,468 shares; 2025Q1: 12,265 shares; 2025Q2: 10,216 shares; 2025Q3: 11,485 shares; 2025Q4: 9,277 shares; 2026Q1: 21,348 shares 21,348 $1.26M 0.01% +12,071 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,672 shares; 2025Q1: 4,058 shares; 2025Q2: 3,617 shares; 2025Q3: 4,175 shares; 2025Q4: 4,473 shares; 2026Q1: 6,086 shares 6,086 $1.26M 0.01% +1,613 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,703 shares; 2025Q1: 2,610 shares; 2025Q2: 3,031 shares; 2025Q3: 3,159 shares; 2025Q4: 3,190 shares; 2026Q1: 3,997 shares 3,997 $1.26M 0.01% +807 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,467 shares; 2025Q1: 6,103 shares; 2025Q2: 6,104 shares; 2025Q3: 5,561 shares; 2025Q4: 5,716 shares; 2026Q1: 8,611 shares 8,611 $1.25M 0.01% +2,895 Timeline IWP 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: 5,772 shares; 2024Q4: 5,849 shares; 2025Q1: 7,817 shares; 2025Q2: 8,254 shares; 2025Q3: 9,199 shares; 2025Q4: 9,779 shares; 2026Q1: 9,772 shares 9,772 $1.25M 0.01% -7 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,880 shares; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 13,965 shares; 2025Q4: 13,965 shares; 2026Q1: 14,490 shares 14,490 $1.25M 0.01% +525 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 5,286 shares; 2025Q1: 6,242 shares; 2025Q2: 5,409 shares; 2025Q3: 6,057 shares; 2025Q4: 13,012 shares; 2026Q1: 16,600 shares 16,600 $1.25M 0.01% +3,588 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: 715 shares; 2024Q4: 964 shares; 2025Q1: 1,115 shares; 2025Q2: 1,044 shares; 2025Q3: 1,092 shares; 2025Q4: 1,584 shares; 2026Q1: 4,198 shares 4,198 $1.25M 0.01% +2,614 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: 2,018 shares; 2024Q4: 2,090 shares; 2025Q1: 2,815 shares; 2025Q2: 2,860 shares; 2025Q3: 4,987 shares; 2025Q4: 5,867 shares; 2026Q1: 5,407 shares 5,407 $1.25M 0.01% -460 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,542 shares; 2024Q4: 20,936 shares; 2025Q1: 23,485 shares; 2025Q2: 19,470 shares; 2025Q3: 24,630 shares; 2025Q4: 29,299 shares; 2026Q1: 29,055 shares 29,055 $1.25M 0.01% -244 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,381 shares; 2025Q2: 10,362 shares; 2025Q3: 10,602 shares; 2025Q4: 10,388 shares; 2026Q1: 16,537 shares 16,537 $1.24M 0.01% +6,149 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: 7,538 shares; 2024Q4: 7,698 shares; 2025Q1: 7,742 shares; 2025Q2: 7,816 shares; 2025Q3: 7,808 shares; 2025Q4: 7,825 shares; 2026Q1: 7,839 shares 7,839 $1.24M 0.01% +14 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,162 shares; 2026Q1: 50,875 shares 50,875 $1.24M 0.01% +42,713 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,431 shares; 2025Q1: 8,864 shares; 2025Q2: 10,820 shares; 2025Q3: 11,289 shares; 2025Q4: 13,445 shares; 2026Q1: 14,677 shares 14,677 $1.24M 0.01% +1,232 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,975 shares; 2024Q4: 37,975 shares; 2025Q1: 37,975 shares; 2025Q2: not reported; 2025Q3: 37,975 shares; 2025Q4: 37,975 shares; 2026Q1: 37,975 shares 37,975 $1.24M 0.01% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 193 shares; 2025Q3: 201 shares; 2025Q4: 202 shares; 2026Q1: 219 shares 219 $1.24M 0.01% +17 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 2,883 shares; 2025Q3: 3,336 shares; 2025Q4: 5,426 shares; 2026Q1: 13,489 shares 13,489 $1.24M 0.01% +8,063 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 148,694 shares; 2025Q1: 123,766 shares; 2025Q2: 64,035 shares; 2025Q3: 59,303 shares; 2025Q4: 57,526 shares; 2026Q1: 53,225 shares 53,225 $1.24M 0.01% -4,301 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 199 shares; 2025Q1: 903 shares; 2025Q2: 733 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 655 shares 655 $1.23M 0.01% -284 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,926 shares; 2024Q4: 49,075 shares; 2025Q1: 83,622 shares; 2025Q2: 93,323 shares; 2025Q3: 148,932 shares; 2025Q4: 117,420 shares; 2026Q1: 106,932 shares 106,932 $1.23M 0.01% -10,488 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,367 shares; 2025Q1: 4,963 shares; 2025Q2: 5,446 shares; 2025Q3: 6,150 shares; 2025Q4: 6,602 shares; 2026Q1: 6,775 shares 6,775 $1.22M 0.01% +173 Timeline IQLT 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: 20,194 shares; 2024Q4: 20,362 shares; 2025Q1: 21,609 shares; 2025Q2: not reported; 2025Q3: 22,971 shares; 2025Q4: 29,099 shares; 2026Q1: 26,245 shares 26,245 $1.21M 0.01% -2,854 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,904 shares; 2025Q2: not reported; 2025Q3: 16,249 shares; 2025Q4: 17,050 shares; 2026Q1: 18,113 shares 18,113 $1.2M 0.01% +1,063 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,795 shares; 2025Q1: 5,937 shares; 2025Q2: 6,241 shares; 2025Q3: 8,094 shares; 2025Q4: 9,527 shares; 2026Q1: 12,982 shares 12,982 $1.2M 0.01% +3,455 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,955 shares; 2025Q1: 6,718 shares; 2025Q2: 5,847 shares; 2025Q3: 6,865 shares; 2025Q4: 7,375 shares; 2026Q1: 12,799 shares 12,799 $1.19M 0.01% +5,424 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,984 shares; 2025Q1: 3,687 shares; 2025Q2: 4,159 shares; 2025Q3: 4,738 shares; 2025Q4: 6,257 shares; 2026Q1: 8,548 shares 8,548 $1.19M 0.01% +2,291 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,842 shares; 2025Q1: 9,428 shares; 2025Q2: 7,493 shares; 2025Q3: 10,490 shares; 2025Q4: 10,609 shares; 2026Q1: 11,173 shares 11,173 $1.19M 0.01% +564 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 3,036 shares; 2025Q4: 3,611 shares; 2026Q1: 5,177 shares 5,177 $1.18M 0.01% +1,566 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: 7,455 shares; 2024Q4: 16,374 shares; 2025Q1: 21,001 shares; 2025Q2: 21,081 shares; 2025Q3: 22,642 shares; 2025Q4: 26,377 shares; 2026Q1: 30,832 shares 30,832 $1.18M 0.01% +4,455 Timeline SABS SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,600 shares; 2024Q4: 237,400 shares; 2025Q1: 263,200 shares; 2025Q2: not reported; 2025Q3: 307,500 shares; 2025Q4: 307,500 shares; 2026Q1: 307,500 shares 307,500 $1.18M 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 5,928 shares; 2025Q1: 8,565 shares; 2025Q2: 8,556 shares; 2025Q3: 9,719 shares; 2025Q4: 13,675 shares; 2026Q1: 16,112 shares 16,112 $1.18M 0.01% +2,437 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,931 shares; 2025Q1: 2,942 shares; 2025Q2: 2,660 shares; 2025Q3: 2,319 shares; 2025Q4: 5,860 shares; 2026Q1: 5,604 shares 5,604 $1.17M 0.01% -256 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: 5,853 shares; 2024Q4: 5,560 shares; 2025Q1: 7,082 shares; 2025Q2: 6,669 shares; 2025Q3: 6,847 shares; 2025Q4: 7,282 shares; 2026Q1: 7,965 shares 7,965 $1.16M 0.01% +683 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,072 shares; 2025Q2: 8,226 shares; 2025Q3: 11,189 shares; 2025Q4: 12,357 shares; 2026Q1: 14,099 shares 14,099 $1.16M 0.01% +1,742 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,260 shares 15,260 $1.16M 0.01% new 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: 7,156 shares; 2024Q4: 6,897 shares; 2025Q1: 10,156 shares; 2025Q2: 11,100 shares; 2025Q3: 17,159 shares; 2025Q4: 16,653 shares; 2026Q1: 19,869 shares 19,869 $1.16M 0.01% +3,216 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 12,600 shares; 2025Q1: 11,458 shares; 2025Q2: 10,587 shares; 2025Q3: 11,785 shares; 2025Q4: 15,804 shares; 2026Q1: 18,484 shares 18,484 $1.15M 0.01% +2,680 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 38,601 shares; 2025Q1: 37,392 shares; 2025Q2: 23,509 shares; 2025Q3: 23,578 shares; 2025Q4: 25,010 shares; 2026Q1: 41,338 shares 41,338 $1.15M 0.01% +16,328 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,880 shares; 2025Q1: 4,463 shares; 2025Q2: 4,095 shares; 2025Q3: 4,479 shares; 2025Q4: 5,105 shares; 2026Q1: 6,171 shares 6,171 $1.14M 0.01% +1,066 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,779 shares; 2025Q1: 4,115 shares; 2025Q2: 4,318 shares; 2025Q3: 4,725 shares; 2025Q4: 5,444 shares; 2026Q1: 7,454 shares 7,454 $1.14M 0.01% +2,010 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,576 shares; 2025Q2: 57,427 shares; 2025Q3: 57,465 shares; 2025Q4: 57,518 shares; 2026Q1: 58,615 shares 58,615 $1.13M 0.01% +1,097 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,958 shares; 2026Q1: 11,695 shares 11,695 $1.13M 0.01% +2,737 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,535 shares; 2024Q4: 35,181 shares; 2025Q1: 40,299 shares; 2025Q2: 39,291 shares; 2025Q3: 38,733 shares; 2025Q4: 39,887 shares; 2026Q1: 49,233 shares 49,233 $1.12M 0.01% +9,346 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,243 shares; 2025Q1: 3,891 shares; 2025Q2: 4,045 shares; 2025Q3: 6,222 shares; 2025Q4: 7,837 shares; 2026Q1: 7,439 shares 7,439 $1.12M 0.01% -398 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 15,193 shares; 2025Q1: 15,419 shares; 2025Q2: 14,407 shares; 2025Q3: 14,843 shares; 2025Q4: 15,034 shares; 2026Q1: 15,129 shares 15,129 $1.12M 0.01% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,047 shares; 2025Q3: 3,807 shares; 2025Q4: 4,105 shares; 2026Q1: 4,769 shares 4,769 $1.11M 0.01% +664 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 10,387 shares; 2025Q1: 10,374 shares; 2025Q2: 10,220 shares; 2025Q3: 9,136 shares; 2025Q4: 8,470 shares; 2026Q1: 7,414 shares 7,414 $1.11M 0.01% -1,056 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,294 shares; 2025Q3: 12,633 shares; 2025Q4: 12,633 shares; 2026Q1: 20,971 shares 20,971 $1.11M 0.01% +8,338 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,025 shares; 2025Q3: 2,267 shares; 2025Q4: 2,622 shares; 2026Q1: 5,797 shares 5,797 $1.1M 0.01% +3,175 Timeline GSSC 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: 21,190 shares; 2025Q2: 21,190 shares; 2025Q3: 17,505 shares; 2025Q4: 16,185 shares; 2026Q1: 14,745 shares 14,745 $1.1M 0.01% -1,440 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: not reported; 2024Q4: 2,879 shares; 2025Q1: 4,709 shares; 2025Q2: 3,757 shares; 2025Q3: 5,048 shares; 2025Q4: 5,288 shares; 2026Q1: 6,020 shares 6,020 $1.1M 0.01% +732 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,833 shares; 2025Q1: 8,119 shares; 2025Q2: 6,087 shares; 2025Q3: 8,003 shares; 2025Q4: 8,971 shares; 2026Q1: 8,731 shares 8,731 $1.1M 0.01% -240 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,312 shares; 2025Q1: 5,088 shares; 2025Q2: 4,908 shares; 2025Q3: 8,987 shares; 2025Q4: 10,289 shares; 2026Q1: 12,044 shares 12,044 $1.1M 0.01% +1,755 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 5,144 shares; 2025Q1: 5,343 shares; 2025Q2: 3,273 shares; 2025Q3: 5,674 shares; 2025Q4: 6,267 shares; 2026Q1: 6,745 shares 6,745 $1.09M 0.01% +478 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,535 shares; 2024Q4: 16,502 shares; 2025Q1: 16,440 shares; 2025Q2: 16,440 shares; 2025Q3: 16,150 shares; 2025Q4: 11,033 shares; 2026Q1: 11,033 shares 11,033 $1.09M 0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 37,863 shares; 2025Q1: 37,863 shares; 2025Q2: 37,863 shares; 2025Q3: 37,863 shares; 2025Q4: 37,863 shares; 2026Q1: 39,819 shares 39,819 $1.08M 0.01% +1,956 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 11,936 shares; 2025Q1: 22,936 shares; 2025Q2: 18,847 shares; 2025Q3: 20,929 shares; 2025Q4: 21,526 shares; 2026Q1: 23,842 shares 23,842 $1.08M 0.01% +2,316 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,032 shares 27,032 $1.07M 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 18,088 shares; 2025Q1: 29,179 shares; 2025Q2: 34,024 shares; 2025Q3: 57,295 shares; 2025Q4: 48,714 shares; 2026Q1: 62,318 shares 62,318 $1.07M 0.01% +13,604 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: not reported; 2024Q4: not reported; 2025Q1: 9,265 shares; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 8,870 shares 8,870 $1.07M 0.01% +550 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,698 shares; 2024Q4: 18,116 shares; 2025Q1: 21,808 shares; 2025Q2: 22,308 shares; 2025Q3: 32,777 shares; 2025Q4: 27,337 shares; 2026Q1: 23,645 shares 23,645 $1.07M 0.01% -3,692 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,466 shares; 2025Q1: 1,722 shares; 2025Q2: 1,608 shares; 2025Q3: 1,169 shares; 2025Q4: 2,147 shares; 2026Q1: 6,753 shares 6,753 $1.07M 0.01% +4,606 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 1,000 shares; 2025Q2: 965 shares; 2025Q3: 978 shares; 2025Q4: 1,292 shares; 2026Q1: 3,268 shares 3,268 $1.06M 0.01% +1,976 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 7,282 shares 7,282 $1.06M 0.01% +4,265 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,518 shares; 2024Q4: 25,155 shares; 2025Q1: 26,409 shares; 2025Q2: 27,884 shares; 2025Q3: 32,442 shares; 2025Q4: 34,377 shares; 2026Q1: 40,917 shares 40,917 $1.06M 0.01% +6,540 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,134 shares; 2025Q2: 1,999 shares; 2025Q3: 1,884 shares; 2025Q4: 2,522 shares; 2026Q1: 3,070 shares 3,070 $1.06M 0.01% +548 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,720 shares; 2026Q1: 45,096 shares 45,096 $1.05M 0.01% +376 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,554 shares; 2025Q1: 9,251 shares; 2025Q2: 7,739 shares; 2025Q3: 9,013 shares; 2025Q4: 8,977 shares; 2026Q1: 9,845 shares 9,845 $1.05M 0.01% +868 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: 9,071 shares; 2024Q4: 9,171 shares; 2025Q1: 9,182 shares; 2025Q2: 7,392 shares; 2025Q3: 11,688 shares; 2025Q4: 11,605 shares; 2026Q1: 11,077 shares 11,077 $1.05M 0.01% -528 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,589 shares; 2025Q1: 2,409 shares; 2025Q2: 2,712 shares; 2025Q3: 4,089 shares; 2025Q4: 4,670 shares; 2026Q1: 5,681 shares 5,681 $1.04M 0.01% +1,011 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,074 shares; 2025Q1: 3,375 shares; 2025Q2: 3,372 shares; 2025Q3: 3,754 shares; 2025Q4: 3,992 shares; 2026Q1: 4,638 shares 4,638 $1.04M 0.01% +646 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,441 shares; 2025Q1: 2,020 shares; 2025Q2: 2,287 shares; 2025Q3: 2,474 shares; 2025Q4: 2,489 shares; 2026Q1: 2,436 shares 2,436 $1.03M 0.01% -53 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 8,479 shares; 2025Q1: 10,371 shares; 2025Q2: 9,976 shares; 2025Q3: 8,628 shares; 2025Q4: 6,484 shares; 2026Q1: 12,761 shares 12,761 $1.03M 0.01% +6,277 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 2,464 shares; 2025Q1: 4,923 shares; 2025Q2: 5,312 shares; 2025Q3: 7,082 shares; 2025Q4: 8,030 shares; 2026Q1: 9,346 shares 9,346 $1.02M 0.01% +1,316 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,351 shares; 2025Q1: 11,680 shares; 2025Q2: 12,283 shares; 2025Q3: 14,680 shares; 2025Q4: 15,428 shares; 2026Q1: 18,421 shares 18,421 $1.02M 0.01% +2,993 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,841 shares; 2024Q4: 14,018 shares; 2025Q1: 26,903 shares; 2025Q2: 6,870 shares; 2025Q3: 22,611 shares; 2025Q4: 22,677 shares; 2026Q1: 16,097 shares 16,097 $1.01M 0.01% -6,580 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 6,962 shares; 2025Q1: 7,388 shares; 2025Q2: 6,305 shares; 2025Q3: 7,235 shares; 2025Q4: 9,220 shares; 2026Q1: 10,078 shares 10,078 $1.01M 0.01% +858 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 10,428 shares; 2025Q1: 47,824 shares; 2025Q2: 38,483 shares; 2025Q3: 35,501 shares; 2025Q4: 36,133 shares; 2026Q1: 31,044 shares 31,044 $1.01M 0.01% -5,089 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: 17,122 shares; 2025Q1: 34,452 shares; 2025Q2: 30,915 shares; 2025Q3: 32,554 shares; 2025Q4: 29,959 shares; 2026Q1: 27,386 shares 27,386 $1.01M 0.01% -2,573 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,807 shares; 2024Q4: 33,675 shares; 2025Q1: 39,995 shares; 2025Q2: not reported; 2025Q3: 40,104 shares; 2025Q4: 40,352 shares; 2026Q1: 40,386 shares 40,386 $1.01M 0.01% +34 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,246 shares 25,246 $1M 0.01% new 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: 5,316 shares; 2025Q1: 5,237 shares; 2025Q2: 10,701 shares; 2025Q3: 18,179 shares; 2025Q4: 19,221 shares; 2026Q1: 21,790 shares 21,790 $1M 0.01% +2,569 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: 2,024 shares; 2024Q4: 2,428 shares; 2025Q1: 3,490 shares; 2025Q2: 3,345 shares; 2025Q3: 4,274 shares; 2025Q4: 5,562 shares; 2026Q1: 8,471 shares 8,471 $1M 0.01% +2,909 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,944 shares; 2025Q1: 8,773 shares; 2025Q2: 8,914 shares; 2025Q3: 8,999 shares; 2025Q4: 9,524 shares; 2026Q1: 12,193 shares 12,193 $999K 0.01% +2,669 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,301 shares; 2025Q1: 2,893 shares; 2025Q2: 2,827 shares; 2025Q3: 3,216 shares; 2025Q4: 3,339 shares; 2026Q1: 3,731 shares 3,731 $996K 0.01% +392 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,794 shares; 2025Q1: 11,484 shares; 2025Q2: 10,124 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares; 2026Q1: 10,674 shares 10,674 $994K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 2,066 shares; 2025Q2: 2,376 shares; 2025Q3: 2,356 shares; 2025Q4: 2,359 shares; 2026Q1: 2,974 shares 2,974 $992K 0.01% +615 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,646 shares; 2024Q4: 26,184 shares; 2025Q1: 20,789 shares; 2025Q2: 18,355 shares; 2025Q3: 25,782 shares; 2025Q4: 21,379 shares; 2026Q1: 29,841 shares 29,841 $991K 0.01% +8,462 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,235 shares; 2025Q1: 2,377 shares; 2025Q2: 2,363 shares; 2025Q3: 3,546 shares; 2025Q4: 3,921 shares; 2026Q1: 5,747 shares 5,747 $989K 0.01% +1,826 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 8,366 shares; 2025Q1: 12,682 shares; 2025Q2: 6,831 shares; 2025Q3: 10,748 shares; 2025Q4: 12,991 shares; 2026Q1: 13,866 shares 13,866 $987K 0.01% +875 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: not reported; 2024Q4: not reported; 2025Q1: 3,926 shares; 2025Q2: not reported; 2025Q3: 6,111 shares; 2025Q4: 7,378 shares; 2026Q1: 8,903 shares 8,903 $986K 0.01% +1,525 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 8,286 shares; 2025Q1: 7,418 shares; 2025Q2: 3,631 shares; 2025Q3: 4,092 shares; 2025Q4: 3,302 shares; 2026Q1: 16,364 shares 16,364 $984K 0.01% +13,062 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 6,248 shares; 2025Q1: 7,909 shares; 2025Q2: 10,980 shares; 2025Q3: 11,507 shares; 2025Q4: 12,489 shares; 2026Q1: 15,881 shares 15,881 $983K 0.01% +3,392 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,466 shares; 2025Q1: 69,315 shares; 2025Q2: 28,056 shares; 2025Q3: 71,305 shares; 2025Q4: 68,722 shares; 2026Q1: 56,881 shares 56,881 $979K 0.01% -11,841 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,951 shares; 2025Q1: 5,753 shares; 2025Q2: 5,187 shares; 2025Q3: 5,227 shares; 2025Q4: 5,891 shares; 2026Q1: 5,668 shares 5,668 $979K 0.01% -223 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 4,919 shares; 2025Q1: 7,572 shares; 2025Q2: 5,546 shares; 2025Q3: 6,908 shares; 2025Q4: 7,140 shares; 2026Q1: 8,171 shares 8,171 $976K 0.01% +1,031 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: 6,154 shares; 2024Q4: 15,496 shares; 2025Q1: 33,237 shares; 2025Q2: 29,785 shares; 2025Q3: 25,838 shares; 2025Q4: 26,615 shares; 2026Q1: 20,240 shares 20,240 $975K 0.01% -6,375 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 6,152 shares; 2025Q1: 13,463 shares; 2025Q2: 14,009 shares; 2025Q3: 17,778 shares; 2025Q4: 13,926 shares; 2026Q1: 14,877 shares 14,877 $970K 0.01% +951 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: 13,299 shares; 2024Q4: 12,444 shares; 2025Q1: 18,329 shares; 2025Q2: 27,452 shares; 2025Q3: 37,524 shares; 2025Q4: 45,125 shares; 2026Q1: 49,048 shares 49,048 $969K 0.01% +3,923 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 2,398 shares; 2025Q2: 2,302 shares; 2025Q3: 2,907 shares; 2025Q4: 2,934 shares; 2026Q1: 3,009 shares 3,009 $968K 0.01% +75 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,571 shares; 2025Q1: 3,698 shares; 2025Q2: 3,355 shares; 2025Q3: 4,211 shares; 2025Q4: 4,568 shares; 2026Q1: 5,827 shares 5,827 $968K 0.01% +1,259 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: 2,186 shares; 2024Q4: 2,957 shares; 2025Q1: 5,206 shares; 2025Q2: 5,068 shares; 2025Q3: 5,367 shares; 2025Q4: 5,152 shares; 2026Q1: 5,938 shares 5,938 $965K 0.01% +786 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,204 shares; 2025Q2: 29,676 shares; 2025Q3: 22,114 shares; 2025Q4: 22,064 shares; 2026Q1: 21,364 shares 21,364 $963K 0.01% -700 Timeline ICF 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: 15,548 shares; 2024Q4: 15,548 shares; 2025Q1: 15,548 shares; 2025Q2: 5,023 shares; 2025Q3: 15,548 shares; 2025Q4: 15,548 shares; 2026Q1: 15,548 shares 15,548 $962K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,271 shares; 2024Q4: 14,557 shares; 2025Q1: 15,085 shares; 2025Q2: 11,809 shares; 2025Q3: 17,275 shares; 2025Q4: 17,087 shares; 2026Q1: 15,985 shares 15,985 $962K 0.01% -1,102 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,329 shares; 2025Q2: 2,204 shares; 2025Q3: 3,570 shares; 2025Q4: 4,819 shares; 2026Q1: 7,286 shares 7,286 $960K 0.01% +2,467 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,773 shares; 2025Q1: 5,274 shares; 2025Q2: 4,516 shares; 2025Q3: 6,209 shares; 2025Q4: 8,815 shares; 2026Q1: 10,918 shares 10,918 $956K 0.01% +2,103 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 11,698 shares; 2025Q1: 13,645 shares; 2025Q2: 9,402 shares; 2025Q3: 14,575 shares; 2025Q4: 14,933 shares; 2026Q1: 17,611 shares 17,611 $956K 0.01% +2,678 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,631 shares; 2025Q2: 2,569 shares; 2025Q3: 3,889 shares; 2025Q4: 5,943 shares; 2026Q1: 8,108 shares 8,108 $954K 0.01% +2,165 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH 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: 38,184 shares; 2026Q1: 38,643 shares 38,643 $950K 0.01% +459 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: 7,495 shares; 2024Q4: 8,008 shares; 2025Q1: 9,212 shares; 2025Q2: 8,991 shares; 2025Q3: 9,605 shares; 2025Q4: 10,041 shares; 2026Q1: 11,845 shares 11,845 $949K 0.01% +1,804 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,053 shares; 2025Q1: 10,053 shares; 2025Q2: 7,135 shares; 2025Q3: 10,353 shares; 2025Q4: 10,276 shares; 2026Q1: 10,304 shares 10,304 $943K 0.01% +28 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: 36,302 shares; 2024Q4: 37,961 shares; 2025Q1: 40,580 shares; 2025Q2: 33,567 shares; 2025Q3: 38,204 shares; 2025Q4: 43,360 shares; 2026Q1: 47,033 shares 47,033 $943K 0.01% +3,673 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,043 shares; 2025Q1: 3,265 shares; 2025Q2: 2,947 shares; 2025Q3: 3,052 shares; 2025Q4: 3,169 shares; 2026Q1: 3,243 shares 3,243 $943K 0.01% +74 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,383 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,880 shares 38,880 $942K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,566 shares; 2025Q1: 8,295 shares; 2025Q2: 7,987 shares; 2025Q3: 8,334 shares; 2025Q4: 7,987 shares; 2026Q1: 7,234 shares 7,234 $940K 0.01% -753 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: 553 shares; 2025Q4: 627 shares; 2026Q1: 1,103 shares 1,103 $937K 0.01% +476 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,530 shares; 2024Q4: 83,965 shares; 2025Q1: 67,728 shares; 2025Q2: 47,088 shares; 2025Q3: 55,078 shares; 2025Q4: 48,619 shares; 2026Q1: 34,997 shares 34,997 $936K 0.01% -13,622 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,887 shares; 2025Q2: 9,657 shares; 2025Q3: 8,432 shares; 2025Q4: 10,795 shares; 2026Q1: 12,533 shares 12,533 $926K 0.01% +1,738 Timeline PDEC 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: 117,457 shares; 2024Q4: 118,411 shares; 2025Q1: 118,907 shares; 2025Q2: 21,701 shares; 2025Q3: 21,701 shares; 2025Q4: 21,701 shares; 2026Q1: 21,701 shares 21,701 $922K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: 2,800 shares; 2025Q2: 2,299 shares; 2025Q3: 2,402 shares; 2025Q4: 3,002 shares; 2026Q1: 5,440 shares 5,440 $918K 0.01% +2,438 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,152 shares 33,152 $916K 0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,968 shares; 2025Q3: 9,974 shares; 2025Q4: 9,990 shares; 2026Q1: 5,034 shares 5,034 $915K 0.01% -4,956 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares 7,920 $914K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,720 shares; 2024Q4: 18,791 shares; 2025Q1: 22,943 shares; 2025Q2: 19,488 shares; 2025Q3: 26,748 shares; 2025Q4: 27,949 shares; 2026Q1: 19,608 shares 19,608 $909K 0.01% -8,341 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,548 shares; 2025Q1: 1,808 shares; 2025Q2: 1,841 shares; 2025Q3: 2,632 shares; 2025Q4: 3,219 shares; 2026Q1: 3,649 shares 3,649 $906K 0.01% +430 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,340 shares; 2025Q2: 11,771 shares; 2025Q3: 11,705 shares; 2025Q4: 9,427 shares; 2026Q1: 9,331 shares 9,331 $902K 0.01% -96 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,910 shares; 2025Q2: 2,641 shares; 2025Q3: 2,779 shares; 2025Q4: 2,525 shares; 2026Q1: 3,114 shares 3,114 $901K 0.01% +589 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: 21,869 shares; 2024Q4: 16,282 shares; 2025Q1: 30,791 shares; 2025Q2: 57,042 shares; 2025Q3: 66,834 shares; 2025Q4: 74,227 shares; 2026Q1: 79,823 shares 79,823 $900K 0.01% +5,596 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 9,911 shares; 2025Q1: 10,179 shares; 2025Q2: 8,234 shares; 2025Q3: 8,505 shares; 2025Q4: 8,822 shares; 2026Q1: 9,762 shares 9,762 $900K 0.01% +940 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,540 shares; 2025Q1: 2,203 shares; 2025Q2: 2,690 shares; 2025Q3: 4,144 shares; 2025Q4: 4,837 shares; 2026Q1: 5,151 shares 5,151 $899K 0.01% +314 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 859 shares; 2025Q1: 1,489 shares; 2025Q2: 1,341 shares; 2025Q3: 1,418 shares; 2025Q4: 1,679 shares; 2026Q1: 2,473 shares 2,473 $899K 0.01% +794 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 9,583 shares; 2025Q1: 10,959 shares; 2025Q2: 14,846 shares; 2025Q3: 19,275 shares; 2025Q4: 24,903 shares; 2026Q1: 25,553 shares 25,553 $898K 0.01% +650 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,340 shares; 2025Q1: 13,195 shares; 2025Q2: 11,712 shares; 2025Q3: 11,770 shares; 2025Q4: 11,885 shares; 2026Q1: 12,092 shares 12,092 $894K 0.01% +207 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 9,107 shares; 2025Q3: 12,785 shares; 2025Q4: 12,140 shares; 2026Q1: 15,698 shares 15,698 $888K 0.01% +3,558 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,189 shares; 2024Q4: 22,150 shares; 2025Q1: 22,329 shares; 2025Q2: 20,990 shares; 2025Q3: 23,256 shares; 2025Q4: 23,213 shares; 2026Q1: 24,982 shares 24,982 $887K 0.01% +1,769 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 16,209 shares; 2025Q1: 20,315 shares; 2025Q2: 14,953 shares; 2025Q3: 17,506 shares; 2025Q4: 16,585 shares; 2026Q1: 11,489 shares 11,489 $886K 0.01% -5,096 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 9,538 shares; 2025Q1: 10,377 shares; 2025Q2: 10,743 shares; 2025Q3: 12,522 shares; 2025Q4: 13,601 shares; 2026Q1: 17,439 shares 17,439 $884K 0.01% +3,838 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,742 shares; 2025Q1: 8,666 shares; 2025Q2: 8,666 shares; 2025Q3: 8,666 shares; 2025Q4: 10,519 shares; 2026Q1: 8,666 shares 8,666 $882K 0.01% -1,853 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: 2,118 shares; 2024Q4: 3,274 shares; 2025Q1: 2,966 shares; 2025Q2: 2,485 shares; 2025Q3: 2,582 shares; 2025Q4: 3,628 shares; 2026Q1: 4,298 shares 4,298 $877K 0.01% +670 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: not reported; 2024Q4: 2,843 shares; 2025Q1: 3,257 shares; 2025Q2: 3,448 shares; 2025Q3: 4,274 shares; 2025Q4: 4,293 shares; 2026Q1: 7,992 shares 7,992 $877K 0.01% +3,699 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,608 shares; 2025Q2: 12,543 shares; 2025Q3: 13,733 shares; 2025Q4: 14,741 shares; 2026Q1: 18,229 shares 18,229 $874K 0.01% +3,488 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: 2,632 shares; 2024Q4: 12,592 shares; 2025Q1: 32,272 shares; 2025Q2: 26,158 shares; 2025Q3: 50,442 shares; 2025Q4: 53,323 shares; 2026Q1: 41,912 shares 41,912 $868K 0.01% -11,411 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares; 2025Q4: 2,225 shares; 2026Q1: 3,642 shares 3,642 $868K 0.01% +1,417 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,260 shares; 2025Q1: 2,253 shares; 2025Q2: 1,818 shares; 2025Q3: 2,834 shares; 2025Q4: 2,400 shares; 2026Q1: 2,651 shares 2,651 $866K 0.01% +251 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,012 shares; 2024Q4: 32,097 shares; 2025Q1: 32,297 shares; 2025Q2: not reported; 2025Q3: 32,475 shares; 2025Q4: 32,675 shares; 2026Q1: 33,451 shares 33,451 $866K 0.01% +776 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,396 shares; 2025Q1: 7,398 shares; 2025Q2: 6,251 shares; 2025Q3: 7,736 shares; 2025Q4: 11,930 shares; 2026Q1: 16,058 shares 16,058 $865K 0.01% +4,128 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 706 shares; 2025Q1: 1,031 shares; 2025Q2: 750 shares; 2025Q3: 1,262 shares; 2025Q4: 1,340 shares; 2026Q1: 1,653 shares 1,653 $864K 0.01% +313 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,346 shares; 2025Q2: 36,345 shares; 2025Q3: 36,348 shares; 2025Q4: 43,769 shares; 2026Q1: 44,196 shares 44,196 $864K 0.01% +427 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,921 shares; 2024Q4: 32,090 shares; 2025Q1: 36,592 shares; 2025Q2: 34,765 shares; 2025Q3: 22,502 shares; 2025Q4: 31,163 shares; 2026Q1: 32,755 shares 32,755 $862K 0.01% +1,592 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: 1,780 shares; 2024Q4: 1,441 shares; 2025Q1: 1,063 shares; 2025Q2: 1,038 shares; 2025Q3: 1,653 shares; 2025Q4: 1,980 shares; 2026Q1: 2,268 shares 2,268 $862K 0.01% +288 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 768 shares; 2025Q3: 1,224 shares; 2025Q4: 1,554 shares; 2026Q1: 1,789 shares 1,789 $859K 0.01% +235 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares; 2026Q1: 11,603 shares 11,603 $858K 0.01% +8,297 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 11,024 shares; 2025Q1: 16,712 shares; 2025Q2: 15,534 shares; 2025Q3: 17,982 shares; 2025Q4: 16,689 shares; 2026Q1: 18,725 shares 18,725 $858K 0.01% +2,036 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: not reported; 2024Q4: 5,577 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,278 shares; 2026Q1: 12,907 shares 12,907 $856K 0.01% +3,629 Timeline SOXX 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: 2,828 shares; 2024Q4: 2,690 shares; 2025Q1: 2,720 shares; 2025Q2: 2,187 shares; 2025Q3: 2,493 shares; 2025Q4: 2,538 shares; 2026Q1: 2,578 shares 2,578 $847K 0.01% +40 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,638 shares; 2025Q2: 6,643 shares; 2025Q3: 10,119 shares; 2025Q4: 11,594 shares; 2026Q1: 14,241 shares 14,241 $845K 0.01% +2,647 Timeline IUSV 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: 3,123 shares; 2024Q4: 6,215 shares; 2025Q1: 5,822 shares; 2025Q2: 3,132 shares; 2025Q3: 6,703 shares; 2025Q4: 8,539 shares; 2026Q1: 8,257 shares 8,257 $844K 0.01% -282 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 786 shares; 2025Q1: 1,171 shares; 2025Q2: 1,262 shares; 2025Q3: 1,452 shares; 2025Q4: 1,439 shares; 2026Q1: 1,712 shares 1,712 $840K 0.01% +273 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,121 shares; 2025Q1: 5,559 shares; 2025Q2: 6,898 shares; 2025Q3: 8,626 shares; 2025Q4: 8,867 shares; 2026Q1: 9,670 shares 9,670 $840K 0.01% +803 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 737 shares; 2025Q4: 1,063 shares; 2026Q1: 1,546 shares 1,546 $840K 0.01% +483 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,551 shares; 2025Q2: 1,536 shares; 2025Q3: 2,320 shares; 2025Q4: 2,171 shares; 2026Q1: 5,070 shares 5,070 $837K 0.01% +2,899 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,859 shares; 2025Q1: 7,269 shares; 2025Q2: not reported; 2025Q3: 7,128 shares; 2025Q4: 7,546 shares; 2026Q1: 10,011 shares 10,011 $837K 0.01% +2,465 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 6,066 shares; 2025Q1: 10,212 shares; 2025Q2: 11,638 shares; 2025Q3: 11,555 shares; 2025Q4: 11,722 shares; 2026Q1: 12,618 shares 12,618 $836K 0.01% +896 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 2,220 shares; 2025Q2: 10,004 shares; 2025Q3: 9,053 shares; 2025Q4: 9,776 shares; 2026Q1: 12,373 shares 12,373 $830K 0.01% +2,597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,221 shares; 2026Q1: 9,795 shares 9,795 $828K 0.01% +1,574 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,436 shares; 2025Q1: 3,202 shares; 2025Q2: 2,373 shares; 2025Q3: 2,149 shares; 2025Q4: 3,003 shares; 2026Q1: 5,400 shares 5,400 $827K 0.01% +2,397 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,545 shares; 2025Q4: 6,390 shares; 2026Q1: 9,848 shares 9,848 $825K 0.01% +3,458 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,341 shares; 2025Q3: not reported; 2025Q4: 5,971 shares; 2026Q1: 11,941 shares 11,941 $823K 0.01% +5,970 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 5,904 shares; 2025Q1: 10,225 shares; 2025Q2: 8,937 shares; 2025Q3: 13,834 shares; 2025Q4: 19,067 shares; 2026Q1: 37,942 shares 37,942 $820K 0.01% +18,875 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: 3,993 shares; 2024Q4: 3,344 shares; 2025Q1: 5,108 shares; 2025Q2: 3,978 shares; 2025Q3: 4,826 shares; 2025Q4: 5,291 shares; 2026Q1: 5,980 shares 5,980 $814K 0.01% +689 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: not reported; 2024Q4: 12,761 shares; 2025Q1: 22,517 shares; 2025Q2: 25,273 shares; 2025Q3: 27,710 shares; 2025Q4: 31,556 shares; 2026Q1: 37,564 shares 37,564 $814K 0.01% +6,008 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: 4,203 shares; 2024Q4: 4,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,774 shares; 2025Q3: 2,960 shares; 2025Q4: 3,045 shares; 2026Q1: 2,736 shares 2,736 $813K 0.01% -309 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,191 shares; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 3,643 shares; 2026Q1: 3,617 shares 3,617 $812K 0.01% -26 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: 32,699 shares; 2024Q4: 39,433 shares; 2025Q1: 36,807 shares; 2025Q2: 42,591 shares; 2025Q3: 54,988 shares; 2025Q4: 55,779 shares; 2026Q1: 60,076 shares 60,076 $812K 0.01% +4,297 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,798 shares 31,798 $808K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 11,026 shares; 2025Q1: 10,233 shares; 2025Q2: 5,975 shares; 2025Q3: 8,218 shares; 2025Q4: 8,374 shares; 2026Q1: 7,611 shares 7,611 $807K 0.01% -763 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,835 shares; 2025Q1: 3,659 shares; 2025Q2: 3,583 shares; 2025Q3: 3,366 shares; 2025Q4: 3,205 shares; 2026Q1: 3,093 shares 3,093 $806K 0.01% -112 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 3,694 shares; 2025Q1: 3,922 shares; 2025Q2: 3,903 shares; 2025Q3: 4,991 shares; 2025Q4: 4,669 shares; 2026Q1: 5,501 shares 5,501 $804K 0.01% +832 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 3,523 shares; 2025Q4: 6,264 shares; 2026Q1: 10,921 shares 10,921 $802K 0.01% +4,657 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 5,354 shares; 2025Q1: 10,114 shares; 2025Q2: 6,933 shares; 2025Q3: 4,683 shares; 2025Q4: 8,314 shares; 2026Q1: 10,492 shares 10,492 $801K 0.01% +2,178 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: not reported; 2024Q4: 11,285 shares; 2025Q1: 15,269 shares; 2025Q2: 18,817 shares; 2025Q3: 22,517 shares; 2025Q4: 29,341 shares; 2026Q1: 30,690 shares 30,690 $799K 0.01% +1,349 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,912 shares; 2025Q1: 4,110 shares; 2025Q2: 4,379 shares; 2025Q3: 4,310 shares; 2025Q4: 5,360 shares; 2026Q1: 7,255 shares 7,255 $798K 0.01% +1,895 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: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 796 shares; 2026Q1: 1,169 shares 1,169 $796K 0.01% +373 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,784 shares; 2025Q3: 6,809 shares; 2025Q4: 8,031 shares; 2026Q1: 16,434 shares 16,434 $796K 0.01% +8,403 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,773 shares; 2025Q1: 3,161 shares; 2025Q2: 3,667 shares; 2025Q3: 4,001 shares; 2025Q4: 2,403 shares; 2026Q1: 2,936 shares 2,936 $795K 0.01% +533 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,281 shares 33,281 $794K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 6,199 shares; 2025Q1: 6,348 shares; 2025Q2: 6,421 shares; 2025Q3: 7,268 shares; 2025Q4: 9,754 shares; 2026Q1: 12,340 shares 12,340 $792K 0.01% +2,586 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,385 shares; 2025Q1: 3,728 shares; 2025Q2: 2,640 shares; 2025Q3: 4,633 shares; 2025Q4: 4,699 shares; 2026Q1: 4,684 shares 4,684 $791K 0.01% -15 Timeline GCOW 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: 16,140 shares; 2024Q4: 16,279 shares; 2025Q1: 16,477 shares; 2025Q2: not reported; 2025Q3: 16,643 shares; 2025Q4: 16,496 shares; 2026Q1: 17,055 shares 17,055 $789K 0.01% +559 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 1,215 shares; 2025Q1: 7,445 shares; 2025Q2: 7,127 shares; 2025Q3: 3,308 shares; 2025Q4: 3,899 shares; 2026Q1: 3,994 shares 3,994 $788K 0.01% +95 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 7,198 shares; 2025Q1: 8,388 shares; 2025Q2: 6,398 shares; 2025Q3: 9,214 shares; 2025Q4: 12,956 shares; 2026Q1: 14,557 shares 14,557 $787K 0.01% +1,601 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 15,041 shares; 2025Q1: 20,307 shares; 2025Q2: 20,970 shares; 2025Q3: 23,679 shares; 2025Q4: 25,607 shares; 2026Q1: 32,112 shares 32,112 $784K 0.01% +6,505 Timeline DFSD 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: 9,457 shares; 2025Q2: 8,754 shares; 2025Q3: 17,231 shares; 2025Q4: 17,019 shares; 2026Q1: 16,361 shares 16,361 $783K 0.01% -658 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: 3,526 shares; 2024Q4: 3,370 shares; 2025Q1: 3,776 shares; 2025Q2: 3,789 shares; 2025Q3: 4,008 shares; 2025Q4: 3,995 shares; 2026Q1: 4,517 shares 4,517 $783K 0.01% +522 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 2,990 shares; 2025Q1: 8,506 shares; 2025Q2: 5,560 shares; 2025Q3: 5,805 shares; 2025Q4: 4,573 shares; 2026Q1: 6,451 shares 6,451 $781K 0.01% +1,878 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,506 shares; 2025Q4: 7,533 shares; 2026Q1: 11,568 shares 11,568 $777K 0.01% +4,035 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,085 shares; 2025Q4: 8,085 shares; 2026Q1: 8,085 shares 8,085 $772K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,956 shares; 2025Q4: 19,367 shares; 2026Q1: 16,488 shares 16,488 $771K <0.01% -2,879 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,067 shares; 2025Q4: 1,202 shares; 2026Q1: 1,952 shares 1,952 $769K <0.01% +750 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: 4,013 shares; 2024Q4: 3,127 shares; 2025Q1: 4,431 shares; 2025Q2: 2,644 shares; 2025Q3: 3,501 shares; 2025Q4: 4,732 shares; 2026Q1: 4,505 shares 4,505 $768K <0.01% -227 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN 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: 101,354 shares; 2026Q1: 98,997 shares 98,997 $768K <0.01% -2,357 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,447 shares; 2025Q1: 3,665 shares; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 3,267 shares; 2026Q1: 3,267 shares 3,267 $765K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 4,504 shares; 2025Q1: 4,504 shares; 2025Q2: 12,331 shares; 2025Q3: 10,192 shares; 2025Q4: 9,726 shares; 2026Q1: 9,731 shares 9,731 $763K <0.01% +5 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,629 shares; 2025Q1: 2,108 shares; 2025Q2: 2,487 shares; 2025Q3: 3,603 shares; 2025Q4: 4,012 shares; 2026Q1: 3,700 shares 3,700 $763K <0.01% -312 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,991 shares; 2025Q1: 14,542 shares; 2025Q2: 13,091 shares; 2025Q3: 9,950 shares; 2025Q4: 12,085 shares; 2026Q1: 12,415 shares 12,415 $762K <0.01% +330 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 8,829 shares; 2025Q1: 9,249 shares; 2025Q2: 9,080 shares; 2025Q3: 10,447 shares; 2025Q4: 10,923 shares; 2026Q1: 12,897 shares 12,897 $761K <0.01% +1,974 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: 2,471 shares; 2024Q4: not reported; 2025Q1: 8,197 shares; 2025Q2: 3,632 shares; 2025Q3: 4,779 shares; 2025Q4: 5,060 shares; 2026Q1: 5,312 shares 5,312 $761K <0.01% +252 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,434 shares; 2025Q1: 3,825 shares; 2025Q2: 3,483 shares; 2025Q3: 3,852 shares; 2025Q4: 4,836 shares; 2026Q1: 5,246 shares 5,246 $760K <0.01% +410 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: 2,213 shares; 2024Q4: 1,601 shares; 2025Q1: 2,647 shares; 2025Q2: 2,326 shares; 2025Q3: 3,397 shares; 2025Q4: 4,104 shares; 2026Q1: 6,719 shares 6,719 $757K <0.01% +2,615 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,103 shares; 2025Q2: 1,018 shares; 2025Q3: 1,085 shares; 2025Q4: 1,366 shares; 2026Q1: 2,105 shares 2,105 $753K <0.01% +739 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,585 shares; 2025Q1: 4,191 shares; 2025Q2: 2,973 shares; 2025Q3: 3,672 shares; 2025Q4: 3,601 shares; 2026Q1: 3,605 shares 3,605 $749K <0.01% +4 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,301 shares 15,301 $749K <0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,521 shares 28,521 $747K <0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 2,866 shares; 2025Q1: not reported; 2025Q2: 5,780 shares; 2025Q3: 7,292 shares; 2025Q4: 7,368 shares; 2026Q1: 8,976 shares 8,976 $743K <0.01% +1,608 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 6,740 shares; 2025Q1: 6,740 shares; 2025Q2: not reported; 2025Q3: 6,740 shares; 2025Q4: 6,740 shares; 2026Q1: 6,740 shares 6,740 $740K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,513 shares; 2025Q1: 8,398 shares; 2025Q2: 8,255 shares; 2025Q3: 8,886 shares; 2025Q4: 9,803 shares; 2026Q1: 10,306 shares 10,306 $740K <0.01% +503 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: 16,255 shares; 2024Q4: 16,375 shares; 2025Q1: 16,375 shares; 2025Q2: not reported; 2025Q3: 14,620 shares; 2025Q4: 14,650 shares; 2026Q1: 14,746 shares 14,746 $739K <0.01% +96 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: 8,799 shares; 2025Q2: 6,727 shares; 2025Q3: 10,295 shares; 2025Q4: 10,994 shares; 2026Q1: 16,656 shares 16,656 $739K <0.01% +5,662 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,050 shares; 2025Q1: 10,050 shares; 2025Q2: 11,593 shares; 2025Q3: 26,038 shares; 2025Q4: 26,019 shares; 2026Q1: 22,124 shares 22,124 $738K <0.01% -3,895 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,073 shares; 2025Q1: 4,381 shares; 2025Q2: 4,072 shares; 2025Q3: 4,638 shares; 2025Q4: 5,115 shares; 2026Q1: 6,258 shares 6,258 $736K <0.01% +1,143 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,084 shares 7,084 $735K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 10,919 shares; 2025Q1: 11,303 shares; 2025Q2: not reported; 2025Q3: 14,121 shares; 2025Q4: 15,098 shares; 2026Q1: 18,204 shares 18,204 $733K <0.01% +3,106 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,800 shares; 2025Q1: 10,667 shares; 2025Q2: 10,682 shares; 2025Q3: 10,113 shares; 2025Q4: 11,399 shares; 2026Q1: 11,671 shares 11,671 $729K <0.01% +272 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: 3,020 shares; 2024Q4: 3,204 shares; 2025Q1: 3,770 shares; 2025Q2: 4,878 shares; 2025Q3: 6,223 shares; 2025Q4: 6,351 shares; 2026Q1: 7,113 shares 7,113 $728K <0.01% +762 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,912 shares; 2025Q2: 5,068 shares; 2025Q3: 5,464 shares; 2025Q4: 5,188 shares; 2026Q1: 5,554 shares 5,554 $728K <0.01% +366 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 524 shares; 2025Q1: 1,427 shares; 2025Q2: 1,027 shares; 2025Q3: 859 shares; 2025Q4: 2,697 shares; 2026Q1: 3,349 shares 3,349 $727K <0.01% +652 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,444 shares; 2024Q4: 27,667 shares; 2025Q1: 27,917 shares; 2025Q2: 28,152 shares; 2025Q3: 28,378 shares; 2025Q4: 28,596 shares; 2026Q1: 28,825 shares 28,825 $726K <0.01% +229 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 10,398 shares; 2025Q1: 10,589 shares; 2025Q2: 8,946 shares; 2025Q3: 10,955 shares; 2025Q4: 11,023 shares; 2026Q1: 12,546 shares 12,546 $723K <0.01% +1,523 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,826 shares; 2024Q4: 13,834 shares; 2025Q1: 13,409 shares; 2025Q2: 13,409 shares; 2025Q3: 13,409 shares; 2025Q4: 13,409 shares; 2026Q1: 13,409 shares 13,409 $722K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 8,957 shares; 2025Q1: 13,424 shares; 2025Q2: 13,219 shares; 2025Q3: 14,039 shares; 2025Q4: 14,197 shares; 2026Q1: 15,468 shares 15,468 $722K <0.01% +1,271 Timeline PFLD 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: 36,510 shares; 2025Q2: not reported; 2025Q3: 42,361 shares; 2025Q4: 42,361 shares; 2026Q1: 37,228 shares 37,228 $721K <0.01% -5,133 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: 4,530 shares; 2024Q4: 4,772 shares; 2025Q1: 5,214 shares; 2025Q2: 4,774 shares; 2025Q3: 5,230 shares; 2025Q4: 5,488 shares; 2026Q1: 6,146 shares 6,146 $719K <0.01% +658 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4,180 shares; 2025Q1: 5,099 shares; 2025Q2: 4,732 shares; 2025Q3: 5,414 shares; 2025Q4: 7,453 shares; 2026Q1: 7,947 shares 7,947 $716K <0.01% +494 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,578 shares; 2025Q2: 3,142 shares; 2025Q3: 3,154 shares; 2025Q4: 3,003 shares; 2026Q1: 3,501 shares 3,501 $716K <0.01% +498 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,580 shares; 2024Q4: 89,580 shares; 2025Q1: 89,580 shares; 2025Q2: not reported; 2025Q3: 89,691 shares; 2025Q4: 89,650 shares; 2026Q1: 89,767 shares 89,767 $714K <0.01% +117 Timeline BUFR 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: 20,953 shares; 2025Q3: 21,125 shares; 2025Q4: 21,125 shares; 2026Q1: 21,125 shares 21,125 $713K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,820 shares 10,820 $712K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,675 shares; 2025Q1: 11,007 shares; 2025Q2: 4,457 shares; 2025Q3: 11,071 shares; 2025Q4: 12,457 shares; 2026Q1: 13,408 shares 13,408 $710K <0.01% +951 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 6,328 shares; 2025Q1: 5,747 shares; 2025Q2: 7,138 shares; 2025Q3: 7,626 shares; 2025Q4: 8,761 shares; 2026Q1: 9,393 shares 9,393 $710K <0.01% +632 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 2,076 shares; 2025Q4: 2,045 shares; 2026Q1: 2,789 shares 2,789 $708K <0.01% +744 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: 2,784 shares; 2024Q4: 2,763 shares; 2025Q1: 5,638 shares; 2025Q2: 5,273 shares; 2025Q3: 5,865 shares; 2025Q4: 5,500 shares; 2026Q1: 5,554 shares 5,554 $707K <0.01% +54 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,627 shares; 2025Q1: 3,585 shares; 2025Q2: 3,501 shares; 2025Q3: 2,240 shares; 2025Q4: 2,891 shares; 2026Q1: 5,301 shares 5,301 $706K <0.01% +2,410 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 3,728 shares; 2025Q2: 2,443 shares; 2025Q3: 2,909 shares; 2025Q4: 4,873 shares; 2026Q1: 9,415 shares 9,415 $696K <0.01% +4,542 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633 shares; 2025Q1: 918 shares; 2025Q2: 781 shares; 2025Q3: 839 shares; 2025Q4: 875 shares; 2026Q1: 956 shares 956 $696K <0.01% +81 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 5,183 shares; 2025Q1: 5,361 shares; 2025Q2: not reported; 2025Q3: 5,365 shares; 2025Q4: 5,586 shares; 2026Q1: 5,524 shares 5,524 $696K <0.01% -62 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 17,668 shares; 2025Q1: 24,450 shares; 2025Q2: 23,941 shares; 2025Q3: 29,228 shares; 2025Q4: 34,186 shares; 2026Q1: 48,375 shares 48,375 $695K <0.01% +14,189 Timeline GOVT 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: 50,757 shares; 2025Q1: 110,104 shares; 2025Q2: 30,058 shares; 2025Q3: 27,942 shares; 2025Q4: 42,724 shares; 2026Q1: 30,246 shares 30,246 $693K <0.01% -12,478 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,814 shares; 2025Q2: 60,093 shares; 2025Q3: 60,391 shares; 2025Q4: 60,639 shares; 2026Q1: 62,446 shares 62,446 $690K <0.01% +1,807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,319 shares; 2025Q3: 3,623 shares; 2025Q4: 4,763 shares; 2026Q1: 6,216 shares 6,216 $681K <0.01% +1,453 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 6,602 shares; 2025Q1: 16,335 shares; 2025Q2: 10,614 shares; 2025Q3: 13,004 shares; 2025Q4: 13,004 shares; 2026Q1: 12,873 shares 12,873 $677K <0.01% -131 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,531 shares; 2025Q1: 2,280 shares; 2025Q2: 1,885 shares; 2025Q3: 2,532 shares; 2025Q4: 2,357 shares; 2026Q1: 3,221 shares 3,221 $676K <0.01% +864 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 10,916 shares; 2025Q1: 13,541 shares; 2025Q2: 13,541 shares; 2025Q3: 13,541 shares; 2025Q4: 12,473 shares; 2026Q1: 12,848 shares 12,848 $675K <0.01% +375 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,008 shares; 2025Q1: 3,995 shares; 2025Q2: 3,641 shares; 2025Q3: 3,919 shares; 2025Q4: 4,364 shares; 2026Q1: 5,001 shares 5,001 $674K <0.01% +637 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 11,380 shares; 2025Q1: 12,037 shares; 2025Q2: 11,278 shares; 2025Q3: 11,916 shares; 2025Q4: 12,226 shares; 2026Q1: 13,883 shares 13,883 $672K <0.01% +1,657 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 11,049 shares; 2025Q1: 11,049 shares; 2025Q2: 10,439 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 9,977 shares 9,977 $670K <0.01% -392 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,999 shares; 2025Q1: 4,036 shares; 2025Q2: 2,873 shares; 2025Q3: 4,663 shares; 2025Q4: 4,819 shares; 2026Q1: 5,311 shares 5,311 $668K <0.01% +492 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 8,758 shares; 2025Q1: 19,671 shares; 2025Q2: 20,510 shares; 2025Q3: 21,390 shares; 2025Q4: 22,666 shares; 2026Q1: 20,144 shares 20,144 $668K <0.01% -2,522 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,012 shares; 2025Q2: not reported; 2025Q3: 3,658 shares; 2025Q4: 3,658 shares; 2026Q1: 11,276 shares 11,276 $668K <0.01% +7,618 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,041 shares; 2026Q1: 14,230 shares 14,230 $667K <0.01% -811 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,835 shares; 2025Q4: 4,933 shares; 2026Q1: 5,690 shares 5,690 $666K <0.01% +757 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,718 shares; 2025Q1: 8,469 shares; 2025Q2: 6,484 shares; 2025Q3: 8,427 shares; 2025Q4: 6,737 shares; 2026Q1: 9,567 shares 9,567 $664K <0.01% +2,830 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 781 shares; 2025Q1: 1,069 shares; 2025Q2: 796 shares; 2025Q3: 1,103 shares; 2025Q4: 1,168 shares; 2026Q1: 2,715 shares 2,715 $663K <0.01% +1,547 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 869 shares; 2025Q3: 1,476 shares; 2025Q4: 1,701 shares; 2026Q1: 1,995 shares 1,995 $660K <0.01% +294 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 3,093 shares; 2025Q1: 3,970 shares; 2025Q2: 3,691 shares; 2025Q3: 4,361 shares; 2025Q4: 4,131 shares; 2026Q1: 4,740 shares 4,740 $660K <0.01% +609 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 788 shares; 2025Q1: 1,516 shares; 2025Q2: 1,361 shares; 2025Q3: 2,083 shares; 2025Q4: 2,202 shares; 2026Q1: 2,208 shares 2,208 $659K <0.01% +6 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,823 shares; 2025Q1: 15,067 shares; 2025Q2: 10,090 shares; 2025Q3: 9,549 shares; 2025Q4: 10,271 shares; 2026Q1: 11,874 shares 11,874 $656K <0.01% +1,603 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 805 shares; 2025Q1: 959 shares; 2025Q2: 920 shares; 2025Q3: 1,081 shares; 2025Q4: 1,272 shares; 2026Q1: 1,413 shares 1,413 $656K <0.01% +141 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,284 shares; 2025Q1: 3,778 shares; 2025Q2: 6,499 shares; 2025Q3: 7,499 shares; 2025Q4: 6,040 shares; 2026Q1: 6,012 shares 6,012 $655K <0.01% -28 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: not reported; 2025Q1: 4,973 shares; 2025Q2: 3,548 shares; 2025Q3: 4,063 shares; 2025Q4: 6,082 shares; 2026Q1: 7,005 shares 7,005 $654K <0.01% +923 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 757 shares; 2025Q1: 1,339 shares; 2025Q2: 1,566 shares; 2025Q3: 1,510 shares; 2025Q4: 1,597 shares; 2026Q1: 1,793 shares 1,793 $652K <0.01% +196 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 3,608 shares; 2025Q1: 4,029 shares; 2025Q2: 2,848 shares; 2025Q3: 3,807 shares; 2025Q4: 4,949 shares; 2026Q1: 5,292 shares 5,292 $652K <0.01% +343 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,599 shares; 2025Q1: 5,344 shares; 2025Q2: 5,344 shares; 2025Q3: 5,344 shares; 2025Q4: 5,868 shares; 2026Q1: 9,162 shares 9,162 $652K <0.01% +3,294 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 13,230 shares; 2025Q1: 13,141 shares; 2025Q2: 9,447 shares; 2025Q3: 12,720 shares; 2025Q4: 14,677 shares; 2026Q1: 16,630 shares 16,630 $650K <0.01% +1,953 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 5,862 shares; 2025Q2: 4,048 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares; 2026Q1: 6,480 shares 6,480 $648K <0.01% +1,118 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 596 shares; 2025Q2: 745 shares; 2025Q3: 817 shares; 2025Q4: 895 shares; 2026Q1: 1,070 shares 1,070 $648K <0.01% +175 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,764 shares; 2024Q4: 25,011 shares; 2025Q1: 25,270 shares; 2025Q2: 25,535 shares; 2025Q3: 25,804 shares; 2025Q4: 25,856 shares; 2026Q1: 25,978 shares 25,978 $646K <0.01% +122 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 891 shares; 2025Q1: 1,474 shares; 2025Q2: 1,173 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares; 2026Q1: 1,792 shares 1,792 $643K <0.01% +477 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: 23,018 shares; 2024Q4: 63,274 shares; 2025Q1: 63,012 shares; 2025Q2: 19,790 shares; 2025Q3: 21,710 shares; 2025Q4: 30,429 shares; 2026Q1: 42,259 shares 42,259 $636K <0.01% +11,830 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,421 shares; 2025Q2: 7,020 shares; 2025Q3: 7,698 shares; 2025Q4: 8,454 shares; 2026Q1: 8,084 shares 8,084 $636K <0.01% -370 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,059 shares; 2024Q4: 79,163 shares; 2025Q1: 79,602 shares; 2025Q2: 76,206 shares; 2025Q3: 77,376 shares; 2025Q4: 75,751 shares; 2026Q1: 34,516 shares 34,516 $634K <0.01% -41,235 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,972 shares; 2025Q1: 126,753 shares; 2025Q2: 122,962 shares; 2025Q3: 119,524 shares; 2025Q4: 94,781 shares; 2026Q1: 44,421 shares 44,421 $634K <0.01% -50,360 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,987 shares; 2024Q4: 32,867 shares; 2025Q1: 33,111 shares; 2025Q2: 33,910 shares; 2025Q3: 31,591 shares; 2025Q4: 31,845 shares; 2026Q1: 33,958 shares 33,958 $634K <0.01% +2,113 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 5,867 shares; 2025Q1: 6,785 shares; 2025Q2: 6,876 shares; 2025Q3: 7,365 shares; 2025Q4: 8,209 shares; 2026Q1: 15,234 shares 15,234 $633K <0.01% +7,025 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,544 shares; 2025Q2: 11,516 shares; 2025Q3: 14,386 shares; 2025Q4: 9,951 shares; 2026Q1: 23,085 shares 23,085 $631K <0.01% +13,134 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,634 shares; 2025Q1: 3,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,961 shares; 2026Q1: 7,293 shares 7,293 $628K <0.01% +3,332 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,420 shares 7,420 $627K <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: not reported; 2024Q4: 5,722 shares; 2025Q1: 7,065 shares; 2025Q2: 6,805 shares; 2025Q3: 7,144 shares; 2025Q4: 7,722 shares; 2026Q1: 9,562 shares 9,562 $626K <0.01% +1,840 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,388 shares; 2025Q1: 60,212 shares; 2025Q2: 64,633 shares; 2025Q3: 59,996 shares; 2025Q4: 60,746 shares; 2026Q1: 60,746 shares 60,746 $626K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,509 shares; 2025Q1: 13,378 shares; 2025Q2: not reported; 2025Q3: 14,104 shares; 2025Q4: 14,646 shares; 2026Q1: 15,707 shares 15,707 $626K <0.01% +1,061 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,439 shares; 2025Q2: 13,259 shares; 2025Q3: 19,081 shares; 2025Q4: 23,243 shares; 2026Q1: 32,590 shares 32,590 $624K <0.01% +9,347 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 4,359 shares; 2025Q1: 5,141 shares; 2025Q2: 5,218 shares; 2025Q3: 5,161 shares; 2025Q4: 5,333 shares; 2026Q1: 5,769 shares 5,769 $624K <0.01% +436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,670 shares; 2025Q3: 15,194 shares; 2025Q4: 18,375 shares; 2026Q1: 25,529 shares 25,529 $620K <0.01% +7,154 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,943 shares; 2025Q2: 7,281 shares; 2025Q3: 10,933 shares; 2025Q4: 7,849 shares; 2026Q1: 12,199 shares 12,199 $620K <0.01% +4,350 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 16,414 shares; 2025Q1: 25,765 shares; 2025Q2: 24,102 shares; 2025Q3: 31,088 shares; 2025Q4: 27,505 shares; 2026Q1: 37,516 shares 37,516 $616K <0.01% +10,011 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,912 shares; 2025Q1: 5,508 shares; 2025Q2: 5,010 shares; 2025Q3: 5,278 shares; 2025Q4: 10,557 shares; 2026Q1: 12,328 shares 12,328 $616K <0.01% +1,771 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,545 shares; 2024Q4: 16,176 shares; 2025Q1: 16,371 shares; 2025Q2: not reported; 2025Q3: 20,860 shares; 2025Q4: 21,111 shares; 2026Q1: 21,470 shares 21,470 $616K <0.01% +359 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 18,037 shares; 2025Q1: 18,030 shares; 2025Q2: 16,971 shares; 2025Q3: 18,053 shares; 2025Q4: 18,761 shares; 2026Q1: 19,540 shares 19,540 $615K <0.01% +779 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,100 shares; 2025Q4: 2,772 shares; 2026Q1: 3,076 shares 3,076 $615K <0.01% +304 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,897 shares; 2025Q2: 2,255 shares; 2025Q3: 2,160 shares; 2025Q4: 2,393 shares; 2026Q1: 4,485 shares 4,485 $615K <0.01% +2,092 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 25,214 shares 25,214 $613K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,638 shares; 2025Q1: 2,969 shares; 2025Q2: 2,914 shares; 2025Q3: 3,064 shares; 2025Q4: 3,801 shares; 2026Q1: 7,942 shares 7,942 $613K <0.01% +4,141 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,346 shares; 2025Q4: 5,346 shares; 2026Q1: 8,706 shares 8,706 $612K <0.01% +3,360 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 8,903 shares; 2025Q1: 12,898 shares; 2025Q2: 6,422 shares; 2025Q3: 14,679 shares; 2025Q4: 14,690 shares; 2026Q1: 7,193 shares 7,193 $612K <0.01% -7,497 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 504 shares; 2025Q3: 627 shares; 2025Q4: 853 shares; 2026Q1: 1,499 shares 1,499 $611K <0.01% +646 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 3,747 shares; 2025Q1: 4,922 shares; 2025Q2: 4,953 shares; 2025Q3: 5,500 shares; 2025Q4: 6,828 shares; 2026Q1: 6,132 shares 6,132 $610K <0.01% -696 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,098 shares; 2025Q4: 6,533 shares; 2026Q1: 12,628 shares 12,628 $609K <0.01% +6,095 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: 5,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,273 shares; 2025Q3: 14,779 shares; 2025Q4: 15,982 shares; 2026Q1: 16,440 shares 16,440 $608K <0.01% +458 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,737 shares; 2025Q1: 2,989 shares; 2025Q2: 3,061 shares; 2025Q3: 3,649 shares; 2025Q4: 2,973 shares; 2026Q1: 4,872 shares 4,872 $608K <0.01% +1,899 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 3,655 shares; 2025Q4: 3,261 shares; 2026Q1: 4,478 shares 4,478 $601K <0.01% +1,217 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 3,627 shares; 2026Q1: 5,922 shares 5,922 $601K <0.01% +2,295 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 4,118 shares 4,118 $599K <0.01% +896 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,603 shares; 2025Q1: 5,227 shares; 2025Q2: 5,144 shares; 2025Q3: 4,763 shares; 2025Q4: 5,894 shares; 2026Q1: 6,318 shares 6,318 $599K <0.01% +424 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,601 shares 17,601 $598K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 10,462 shares; 2025Q1: 13,203 shares; 2025Q2: 14,494 shares; 2025Q3: 19,637 shares; 2025Q4: 23,625 shares; 2026Q1: 27,405 shares 27,405 $594K <0.01% +3,780 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,447 shares; 2024Q4: 21,447 shares; 2025Q1: 33,947 shares; 2025Q2: 41,444 shares; 2025Q3: 50,192 shares; 2025Q4: 66,674 shares; 2026Q1: 74,827 shares 74,827 $594K <0.01% +8,153 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,671 shares; 2024Q4: 9,910 shares; 2025Q1: not reported; 2025Q2: 12,442 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,202 shares 13,202 $592K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,902 shares; 2025Q3: 11,064 shares; 2025Q4: 11,064 shares; 2026Q1: 11,064 shares 11,064 $590K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,493 shares; 2026Q1: 5,557 shares 5,557 $590K <0.01% +1,064 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,984 shares; 2026Q1: 16,620 shares 16,620 $588K <0.01% +636 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 13,169 shares; 2025Q1: 14,617 shares; 2025Q2: 12,220 shares; 2025Q3: 14,438 shares; 2025Q4: 14,664 shares; 2026Q1: 15,590 shares 15,590 $586K <0.01% +926 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,882 shares 18,882 $586K <0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 2,050 shares; 2025Q1: 2,088 shares; 2025Q2: 1,409 shares; 2025Q3: 2,434 shares; 2025Q4: 2,384 shares; 2026Q1: 2,335 shares 2,335 $585K <0.01% -49 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 6,200 shares; 2026Q1: 8,034 shares 8,034 $584K <0.01% +1,834 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: 2,356 shares; 2025Q3: 2,429 shares; 2025Q4: 2,751 shares; 2026Q1: 3,002 shares 3,002 $584K <0.01% +251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,128 shares; 2026Q1: 26,118 shares 26,118 $584K <0.01% -10 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,616 shares; 2025Q1: 19,587 shares; 2025Q2: 19,574 shares; 2025Q3: 19,524 shares; 2025Q4: 21,696 shares; 2026Q1: 34,129 shares 34,129 $583K <0.01% +12,433 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 8,684 shares; 2025Q1: 9,135 shares; 2025Q2: 8,582 shares; 2025Q3: 9,632 shares; 2025Q4: 9,960 shares; 2026Q1: 9,814 shares 9,814 $581K <0.01% -146 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,529 shares; 2024Q4: 17,363 shares; 2025Q1: 23,029 shares; 2025Q2: 20,222 shares; 2025Q3: 15,900 shares; 2025Q4: 16,813 shares; 2026Q1: 16,305 shares 16,305 $579K <0.01% -508 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 2,620 shares; 2025Q1: 3,353 shares; 2025Q2: 3,326 shares; 2025Q3: 3,597 shares; 2025Q4: 3,398 shares; 2026Q1: 3,675 shares 3,675 $578K <0.01% +277 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 375 shares; 2025Q1: 482 shares; 2025Q2: 423 shares; 2025Q3: 481 shares; 2025Q4: 568 shares; 2026Q1: 541 shares 541 $578K <0.01% -27 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,792 shares; 2025Q1: 5,760 shares; 2025Q2: 8,441 shares; 2025Q3: 9,434 shares; 2025Q4: 10,366 shares; 2026Q1: 13,607 shares 13,607 $577K <0.01% +3,241 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,459 shares; 2025Q4: 10,682 shares; 2026Q1: 14,204 shares 14,204 $576K <0.01% +3,522 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,260 shares; 2025Q1: 1,543 shares; 2025Q2: 1,601 shares; 2025Q3: 1,708 shares; 2025Q4: 1,741 shares; 2026Q1: 1,973 shares 1,973 $574K <0.01% +232 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 5,888 shares; 2025Q1: 6,961 shares; 2025Q2: 6,655 shares; 2025Q3: 7,462 shares; 2025Q4: 8,349 shares; 2026Q1: 6,944 shares 6,944 $573K <0.01% -1,405 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,092 shares; 2025Q2: 2,144 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares; 2026Q1: 2,313 shares 2,313 $571K <0.01% +10 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,957 shares; 2025Q2: 5,110 shares; 2025Q3: 5,020 shares; 2025Q4: 6,133 shares; 2026Q1: 5,558 shares 5,558 $571K <0.01% -575 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,375 shares; 2025Q4: 20,438 shares; 2026Q1: 24,031 shares 24,031 $569K <0.01% +3,593 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 2,240 shares; 2025Q3: 2,715 shares; 2025Q4: 2,681 shares; 2026Q1: 3,328 shares 3,328 $569K <0.01% +647 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,535 shares; 2024Q4: 28,435 shares; 2025Q1: 28,588 shares; 2025Q2: 29,483 shares; 2025Q3: 26,016 shares; 2025Q4: 26,175 shares; 2026Q1: 27,789 shares 27,789 $568K <0.01% +1,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,809 shares; 2025Q4: 3,379 shares; 2026Q1: 5,628 shares 5,628 $567K <0.01% +2,249 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,351 shares; 2025Q1: 21,767 shares; 2025Q2: 19,564 shares; 2025Q3: 24,209 shares; 2025Q4: 24,505 shares; 2026Q1: 26,710 shares 26,710 $565K <0.01% +2,205 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 190 shares; 2025Q1: 350 shares; 2025Q2: 201 shares; 2025Q3: 275 shares; 2025Q4: 268 shares; 2026Q1: 326 shares 326 $564K <0.01% +58 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 5,667 shares; 2025Q4: 6,082 shares; 2026Q1: 5,988 shares 5,988 $564K <0.01% -94 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,048 shares; 2024Q4: 15,291 shares; 2025Q1: 18,288 shares; 2025Q2: 28,644 shares; 2025Q3: 34,661 shares; 2025Q4: 37,143 shares; 2026Q1: 39,784 shares 39,784 $561K <0.01% +2,641 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,225 shares; 2025Q3: 3,161 shares; 2025Q4: 3,143 shares; 2026Q1: 2,529 shares 2,529 $559K <0.01% -614 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,899 shares; 2025Q1: 10,916 shares; 2025Q2: 10,255 shares; 2025Q3: 10,916 shares; 2025Q4: 10,546 shares; 2026Q1: 8,298 shares 8,298 $556K <0.01% -2,248 Timeline ITA 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: 16,410 shares; 2025Q1: 1,852 shares; 2025Q2: 1,071 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 2,537 shares 2,537 $555K <0.01% +754 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,058 shares; 2025Q4: 2,284 shares; 2026Q1: 2,910 shares 2,910 $550K <0.01% +626 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: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,934 shares; 2025Q2: 3,897 shares; 2025Q3: 3,934 shares; 2025Q4: 4,150 shares; 2026Q1: 4,318 shares 4,318 $549K <0.01% +168 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 2,229 shares; 2025Q2: 2,035 shares; 2025Q3: 3,381 shares; 2025Q4: 4,524 shares; 2026Q1: 5,075 shares 5,075 $549K <0.01% +551 Timeline AVSD 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: 9,751 shares; 2025Q2: 9,595 shares; 2025Q3: 9,595 shares; 2025Q4: 9,645 shares; 2026Q1: 7,395 shares 7,395 $545K <0.01% -2,250 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 689 shares 689 $545K <0.01% new 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: 9,667 shares; 2025Q4: 9,667 shares; 2026Q1: 9,667 shares 9,667 $543K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 865 shares; 2025Q4: 1,453 shares; 2026Q1: 2,180 shares 2,180 $543K <0.01% +727 Timeline MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567,000 shares 567,000 $543K <0.01% new ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,938 shares; 2025Q1: 10,084 shares; 2025Q2: 7,442 shares; 2025Q3: 11,406 shares; 2025Q4: 12,938 shares; 2026Q1: 13,562 shares 13,562 $541K <0.01% +624 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,906 shares; 2025Q3: 11,076 shares; 2025Q4: 8,873 shares; 2026Q1: 21,210 shares 21,210 $541K <0.01% +12,337 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,173 shares; 2025Q4: 7,615 shares; 2026Q1: 17,587 shares 17,587 $540K <0.01% +9,972 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 4,732 shares; 2025Q1: 4,547 shares; 2025Q2: 3,566 shares; 2025Q3: 3,735 shares; 2025Q4: 3,860 shares; 2026Q1: 6,364 shares 6,364 $540K <0.01% +2,504 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,167 shares; 2025Q1: 3,839 shares; 2025Q2: 3,391 shares; 2025Q3: 3,501 shares; 2025Q4: 5,693 shares; 2026Q1: 6,622 shares 6,622 $538K <0.01% +929 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 4,687 shares; 2025Q1: 8,003 shares; 2025Q2: 6,931 shares; 2025Q3: 8,527 shares; 2025Q4: 9,209 shares; 2026Q1: 12,097 shares 12,097 $538K <0.01% +2,888 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 2,724 shares; 2026Q1: 3,100 shares 3,100 $537K <0.01% +376 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 1,162 shares; 2026Q1: 2,023 shares 2,023 $537K <0.01% +861 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,322 shares; 2025Q2: 5,841 shares; 2025Q3: 5,722 shares; 2025Q4: 6,324 shares; 2026Q1: 8,737 shares 8,737 $536K <0.01% +2,413 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 25,771 shares; 2025Q1: 32,624 shares; 2025Q2: 75,007 shares; 2025Q3: 83,080 shares; 2025Q4: 86,772 shares; 2026Q1: 27,266 shares 27,266 $535K <0.01% -59,506 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,689 shares; 2025Q1: 7,689 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: 7,808 shares; 2026Q1: 7,808 shares 7,808 $535K <0.01% 0 Timeline HYMB 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: 44,377 shares; 2024Q4: 41,465 shares; 2025Q1: 41,465 shares; 2025Q2: not reported; 2025Q3: 40,495 shares; 2025Q4: 21,621 shares; 2026Q1: 21,556 shares 21,556 $535K <0.01% -65 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,913 shares; 2024Q4: 14,376 shares; 2025Q1: 14,391 shares; 2025Q2: 15,231 shares; 2025Q3: 15,498 shares; 2025Q4: 15,608 shares; 2026Q1: 18,160 shares 18,160 $533K <0.01% +2,552 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,232 shares; 2024Q4: 37,972 shares; 2025Q1: 67,268 shares; 2025Q2: 86,224 shares; 2025Q3: 86,635 shares; 2025Q4: 69,188 shares; 2026Q1: 60,015 shares 60,015 $533K <0.01% -9,173 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 10,224 shares; 2025Q1: 10,238 shares; 2025Q2: 7,854 shares; 2025Q3: 9,771 shares; 2025Q4: 11,768 shares; 2026Q1: 14,303 shares 14,303 $533K <0.01% +2,535 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: 5,168 shares; 2024Q4: 5,051 shares; 2025Q1: 5,850 shares; 2025Q2: 5,192 shares; 2025Q3: 5,215 shares; 2025Q4: 5,908 shares; 2026Q1: 7,496 shares 7,496 $533K <0.01% +1,588 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 1,736 shares; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 3,222 shares 3,222 $532K <0.01% +658 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,483 shares; 2026Q1: 25,107 shares 25,107 $531K <0.01% +7,624 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 955 shares; 2025Q3: 2,298 shares; 2025Q4: not reported; 2026Q1: 3,976 shares 3,976 $530K <0.01% new Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES 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: 6,157 shares 6,157 $530K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,588 shares; 2025Q1: 4,951 shares; 2025Q2: 3,168 shares; 2025Q3: 4,922 shares; 2025Q4: 4,921 shares; 2026Q1: 5,110 shares 5,110 $530K <0.01% +189 Timeline AVES 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: 10,180 shares; 2025Q2: 9,482 shares; 2025Q3: 9,804 shares; 2025Q4: 8,811 shares; 2026Q1: 8,811 shares 8,811 $529K <0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: 1,899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 2,576 shares 2,576 $528K <0.01% +10 Timeline DFSV 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: 16,040 shares; 2025Q2: 15,044 shares; 2025Q3: 15,001 shares; 2025Q4: 15,001 shares; 2026Q1: 15,001 shares 15,001 $526K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,447 shares; 2025Q1: 20,052 shares; 2025Q2: 17,103 shares; 2025Q3: 18,810 shares; 2025Q4: 11,966 shares; 2026Q1: 10,593 shares 10,593 $526K <0.01% -1,373 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,622 shares; 2025Q1: 5,941 shares; 2025Q2: 5,990 shares; 2025Q3: 6,405 shares; 2025Q4: 6,747 shares; 2026Q1: 6,677 shares 6,677 $521K <0.01% -70 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,238 shares; 2025Q1: 6,032 shares; 2025Q2: 5,240 shares; 2025Q3: 6,114 shares; 2025Q4: 6,574 shares; 2026Q1: 7,503 shares 7,503 $519K <0.01% +929 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,729 shares; 2025Q3: 5,348 shares; 2025Q4: 6,220 shares; 2026Q1: 7,770 shares 7,770 $517K <0.01% +1,550 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,961 shares; 2025Q2: not reported; 2025Q3: 3,373 shares; 2025Q4: 5,205 shares; 2026Q1: 5,520 shares 5,520 $517K <0.01% +315 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,181 shares 18,181 $516K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,158 shares; 2025Q4: 4,623 shares; 2026Q1: 5,514 shares 5,514 $515K <0.01% +891 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,912 shares; 2025Q3: 2,039 shares; 2025Q4: 2,195 shares; 2026Q1: 2,547 shares 2,547 $514K <0.01% +352 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 3,676 shares; 2025Q1: 3,871 shares; 2025Q2: 3,908 shares; 2025Q3: 6,293 shares; 2025Q4: 6,475 shares; 2026Q1: 5,784 shares 5,784 $512K <0.01% -691 Timeline SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 555,000 shares 555,000 $511K <0.01% new BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,377 shares; 2024Q4: 19,680 shares; 2025Q1: 20,097 shares; 2025Q2: 20,524 shares; 2025Q3: 21,351 shares; 2025Q4: 22,403 shares; 2026Q1: 27,947 shares 27,947 $511K <0.01% +5,544 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 4,135 shares; 2026Q1: 7,120 shares 7,120 $509K <0.01% +2,985 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 12,433 shares; 2026Q1: 9,983 shares 9,983 $509K <0.01% -2,450 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,218 shares 8,218 $508K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,289 shares; 2025Q2: not reported; 2025Q3: 4,534 shares; 2025Q4: 7,823 shares; 2026Q1: 6,302 shares 6,302 $507K <0.01% -1,521 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 8,309 shares; 2025Q4: 6,489 shares; 2026Q1: 18,739 shares 18,739 $506K <0.01% +12,250 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,102 shares; 2025Q1: 3,751 shares; 2025Q2: 2,762 shares; 2025Q3: 4,340 shares; 2025Q4: 3,821 shares; 2026Q1: 4,405 shares 4,405 $506K <0.01% +584 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,517 shares; 2025Q1: 5,878 shares; 2025Q2: not reported; 2025Q3: 7,106 shares; 2025Q4: 8,004 shares; 2026Q1: 10,495 shares 10,495 $503K <0.01% +2,491 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,535 shares; 2025Q1: 5,185 shares; 2025Q2: 5,044 shares; 2025Q3: 5,835 shares; 2025Q4: 4,705 shares; 2026Q1: 5,368 shares 5,368 $502K <0.01% +663 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,208 shares; 2025Q3: 5,420 shares; 2025Q4: 11,033 shares; 2026Q1: 15,767 shares 15,767 $500K <0.01% +4,734 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: 3,986 shares; 2025Q4: 4,507 shares; 2026Q1: 5,129 shares 5,129 $499K <0.01% +622 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,961 shares; 2025Q1: 8,570 shares; 2025Q2: 14,015 shares; 2025Q3: 18,087 shares; 2025Q4: 14,753 shares; 2026Q1: 12,802 shares 12,802 $499K <0.01% -1,951 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,283 shares; 2024Q4: 16,765 shares; 2025Q1: 17,311 shares; 2025Q2: 12,283 shares; 2025Q3: 10,417 shares; 2025Q4: 15,141 shares; 2026Q1: 29,259 shares 29,259 $497K <0.01% +14,118 Timeline SHYD 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: 10,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,886 shares; 2025Q4: 21,886 shares; 2026Q1: 21,886 shares 21,886 $496K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,690 shares; 2025Q1: 4,016 shares; 2025Q2: 3,998 shares; 2025Q3: 4,623 shares; 2025Q4: 5,523 shares; 2026Q1: 5,456 shares 5,456 $495K <0.01% -67 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: not reported; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 16,260 shares 16,260 $495K <0.01% +4,010 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,235 shares; 2025Q1: 5,365 shares; 2025Q2: 5,522 shares; 2025Q3: 6,470 shares; 2025Q4: 7,619 shares; 2026Q1: 8,160 shares 8,160 $493K <0.01% +541 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 1,408 shares; 2025Q3: 1,615 shares; 2025Q4: 1,719 shares; 2026Q1: 1,934 shares 1,934 $492K <0.01% +215 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,504 shares; 2025Q2: 7,920 shares; 2025Q3: 8,640 shares; 2025Q4: 9,276 shares; 2026Q1: 10,525 shares 10,525 $490K <0.01% +1,249 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,470 shares 4,470 $489K <0.01% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 2,743 shares; 2025Q4: 3,255 shares; 2026Q1: 4,895 shares 4,895 $488K <0.01% +1,640 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,872 shares; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: not reported; 2026Q1: 4,849 shares 4,849 $488K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 1,120 shares; 2026Q1: 1,985 shares 1,985 $486K <0.01% +865 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,391 shares; 2025Q1: 5,918 shares; 2025Q2: 6,188 shares; 2025Q3: 6,545 shares; 2025Q4: 10,078 shares; 2026Q1: 11,767 shares 11,767 $486K <0.01% +1,689 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: 13,292 shares; 2024Q4: 13,292 shares; 2025Q1: 13,292 shares; 2025Q2: 13,292 shares; 2025Q3: 13,333 shares; 2025Q4: 13,333 shares; 2026Q1: 13,846 shares 13,846 $483K <0.01% +513 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $481K <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,270 shares; 2025Q2: 1,193 shares; 2025Q3: not reported; 2025Q4: 2,337 shares; 2026Q1: 2,704 shares 2,704 $481K <0.01% +367 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: 1,971 shares; 2024Q4: 2,165 shares; 2025Q1: 2,344 shares; 2025Q2: 2,970 shares; 2025Q3: 3,175 shares; 2025Q4: 3,086 shares; 2026Q1: 3,375 shares 3,375 $481K <0.01% +289 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: not reported; 2025Q3: 2,632 shares; 2025Q4: 3,270 shares; 2026Q1: 4,868 shares 4,868 $479K <0.01% +1,598 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,745 shares; 2025Q1: 4,243 shares; 2025Q2: 4,113 shares; 2025Q3: 3,773 shares; 2025Q4: 4,603 shares; 2026Q1: 5,784 shares 5,784 $478K <0.01% +1,181 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 8,085 shares; 2025Q1: 8,203 shares; 2025Q2: 8,112 shares; 2025Q3: 8,270 shares; 2025Q4: 8,316 shares; 2026Q1: 8,354 shares 8,354 $478K <0.01% +38 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,926 shares; 2025Q1: 2,289 shares; 2025Q2: 2,563 shares; 2025Q3: 3,066 shares; 2025Q4: 3,122 shares; 2026Q1: 3,484 shares 3,484 $475K <0.01% +362 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,161 shares; 2025Q4: 1,379 shares; 2026Q1: 1,166 shares 1,166 $475K <0.01% -213 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,742 shares; 2025Q1: 9,107 shares; 2025Q2: 8,180 shares; 2025Q3: 8,917 shares; 2025Q4: 8,917 shares; 2026Q1: 6,971 shares 6,971 $471K <0.01% -1,946 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,706 shares; 2025Q1: 3,082 shares; 2025Q2: 2,763 shares; 2025Q3: 3,527 shares; 2025Q4: 2,776 shares; 2026Q1: 3,582 shares 3,582 $470K <0.01% +806 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: not reported; 2024Q4: 4,138 shares; 2025Q1: 6,710 shares; 2025Q2: 5,878 shares; 2025Q3: 8,094 shares; 2025Q4: 4,958 shares; 2026Q1: 7,474 shares 7,474 $469K <0.01% +2,516 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,426 shares; 2025Q1: 1,806 shares; 2025Q2: 1,652 shares; 2025Q3: 1,818 shares; 2025Q4: 2,144 shares; 2026Q1: 2,872 shares 2,872 $469K <0.01% +728 Timeline GDMN 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: 4,625 shares 4,625 $468K <0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 2,034 shares 2,034 $467K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,555 shares; 2025Q4: 3,388 shares; 2026Q1: 3,442 shares 3,442 $466K <0.01% +54 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 6,893 shares; 2026Q1: 11,054 shares 11,054 $465K <0.01% +4,161 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,768 shares; 2024Q4: 105,921 shares; 2025Q1: 104,801 shares; 2025Q2: 100,477 shares; 2025Q3: 98,283 shares; 2025Q4: 98,286 shares; 2026Q1: 99,071 shares 99,071 $464K <0.01% +785 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 6,568 shares; 2025Q4: 6,100 shares; 2026Q1: 6,543 shares 6,543 $464K <0.01% +443 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,104 shares; 2025Q2: 12,455 shares; 2025Q3: 15,389 shares; 2025Q4: 16,315 shares; 2026Q1: 16,854 shares 16,854 $462K <0.01% +539 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 2,208 shares; 2025Q4: 2,528 shares; 2026Q1: 2,676 shares 2,676 $462K <0.01% +148 Timeline