SCHP 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: 172,636 shares; 2024Q4: 390,413 shares; 2025Q1: 777,552 shares; 2025Q2: 803,740 shares; 2025Q3: 825,704 shares; 2025Q4: 991,064 shares; 2026Q1: 1,070,864 shares 1,070,864 $28.5M 0.03% +79,800 Timeline RPAR 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: 1,182,736 shares; 2025Q4: 1,171,595 shares; 2026Q1: 1,273,827 shares 1,273,827 $28.4M 0.03% +102,232 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,797 shares; 2024Q4: 431,847 shares; 2025Q1: 366,120 shares; 2025Q2: 329,578 shares; 2025Q3: 283,613 shares; 2025Q4: 282,288 shares; 2026Q1: 304,822 shares 304,822 $28.3M 0.03% +22,534 Timeline DFNM 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: 236,422 shares; 2024Q4: 350,658 shares; 2025Q1: 549,979 shares; 2025Q2: 578,554 shares; 2025Q3: 615,488 shares; 2025Q4: 696,646 shares; 2026Q1: 589,440 shares 589,440 $28.3M 0.03% -107,206 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,683 shares; 2024Q4: 39,495 shares; 2025Q1: 34,524 shares; 2025Q2: 30,661 shares; 2025Q3: 37,565 shares; 2025Q4: 38,161 shares; 2026Q1: 38,226 shares 38,226 $28.2M 0.03% +65 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,699 shares; 2024Q4: 569,145 shares; 2025Q1: 599,669 shares; 2025Q2: 613,385 shares; 2025Q3: 633,867 shares; 2025Q4: 643,205 shares; 2026Q1: 587,026 shares 587,026 $27.9M 0.03% -56,179 Timeline IQDG 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: 502,177 shares; 2024Q4: 486,005 shares; 2025Q1: 475,930 shares; 2025Q2: 500,177 shares; 2025Q3: 532,201 shares; 2025Q4: 554,170 shares; 2026Q1: 691,457 shares 691,457 $27.8M 0.03% +137,287 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,910 shares; 2024Q4: 244,557 shares; 2025Q1: 239,824 shares; 2025Q2: 235,186 shares; 2025Q3: 247,785 shares; 2025Q4: 222,857 shares; 2026Q1: 193,014 shares 193,014 $27.7M 0.03% -29,843 Timeline PXJ 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: 7,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668,746 shares 668,746 $27.7M 0.03% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,977 shares; 2024Q4: 683,614 shares; 2025Q1: 671,497 shares; 2025Q2: 661,409 shares; 2025Q3: 639,952 shares; 2025Q4: 629,548 shares; 2026Q1: 592,223 shares 592,223 $27.7M 0.03% -37,325 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: 422,650 shares; 2024Q4: 415,087 shares; 2025Q1: 440,182 shares; 2025Q2: 837,201 shares; 2025Q3: 879,951 shares; 2025Q4: 881,077 shares; 2026Q1: 786,334 shares 786,334 $27.6M 0.03% -94,743 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,900 shares; 2024Q4: 252,291 shares; 2025Q1: 230,649 shares; 2025Q2: 239,810 shares; 2025Q3: 237,672 shares; 2025Q4: 244,526 shares; 2026Q1: 175,024 shares 175,024 $27.5M 0.03% -69,502 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,610 shares; 2024Q4: 85,220 shares; 2025Q1: 75,459 shares; 2025Q2: 77,072 shares; 2025Q3: 73,916 shares; 2025Q4: 73,728 shares; 2026Q1: 70,025 shares 70,025 $27.4M 0.03% -3,703 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,942 shares; 2024Q4: 680,693 shares; 2025Q1: 689,606 shares; 2025Q2: 793,604 shares; 2025Q3: 815,392 shares; 2025Q4: 811,003 shares; 2026Q1: 703,384 shares 703,384 $27.4M 0.03% -107,619 Timeline XME 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: 253,981 shares; 2024Q4: 339,363 shares; 2025Q1: 364,932 shares; 2025Q2: 319,823 shares; 2025Q3: 323,328 shares; 2025Q4: 285,852 shares; 2026Q1: 253,815 shares 253,815 $27.4M 0.03% -32,037 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,354 shares; 2024Q4: 23,551 shares; 2025Q1: 34,705 shares; 2025Q2: 37,506 shares; 2025Q3: 119,074 shares; 2025Q4: 334,453 shares; 2026Q1: 365,792 shares 365,792 $27.3M 0.03% +31,339 Timeline AGGY 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: 726,316 shares; 2024Q4: 762,651 shares; 2025Q1: 861,980 shares; 2025Q2: 860,301 shares; 2025Q3: 815,770 shares; 2025Q4: 709,752 shares; 2026Q1: 627,024 shares 627,024 $27.2M 0.03% -82,728 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: 192,400 shares; 2024Q4: 192,708 shares; 2025Q1: 187,810 shares; 2025Q2: 187,129 shares; 2025Q3: 185,659 shares; 2025Q4: 177,292 shares; 2026Q1: 186,312 shares 186,312 $27.2M 0.03% +9,020 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 75,118 shares; 2025Q1: 206,289 shares; 2025Q2: 316,180 shares; 2025Q3: 306,273 shares; 2025Q4: 327,665 shares; 2026Q1: 327,491 shares 327,491 $27.1M 0.03% -174 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,519 shares; 2024Q4: 396,687 shares; 2025Q1: 432,614 shares; 2025Q2: 457,704 shares; 2025Q3: 448,355 shares; 2025Q4: 466,576 shares; 2026Q1: 532,314 shares 532,314 $27.1M 0.03% +65,738 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,716 shares; 2024Q4: 662,113 shares; 2025Q1: 660,249 shares; 2025Q2: 662,080 shares; 2025Q3: 656,556 shares; 2025Q4: 668,143 shares; 2026Q1: 682,564 shares 682,564 $27.1M 0.03% +14,421 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,177 shares; 2024Q4: 97,065 shares; 2025Q1: 95,470 shares; 2025Q2: 78,673 shares; 2025Q3: 80,939 shares; 2025Q4: 85,272 shares; 2026Q1: 82,581 shares 82,581 $27M 0.03% -2,691 Timeline EUSA 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: 157,669 shares; 2025Q3: 186,480 shares; 2025Q4: 263,723 shares; 2026Q1: 264,412 shares 264,412 $26.9M 0.03% +689 Timeline HACK 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: 70,655 shares; 2024Q4: 111,001 shares; 2025Q1: 285,518 shares; 2025Q2: 310,430 shares; 2025Q3: 339,601 shares; 2025Q4: 348,876 shares; 2026Q1: 356,611 shares 356,611 $26.8M 0.03% +7,735 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,797 shares; 2024Q4: 196,580 shares; 2025Q1: 203,272 shares; 2025Q2: 242,307 shares; 2025Q3: 254,517 shares; 2025Q4: 255,185 shares; 2026Q1: 258,893 shares 258,893 $26.8M 0.03% +3,708 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,976 shares; 2024Q4: 264,202 shares; 2025Q1: 275,658 shares; 2025Q2: 270,167 shares; 2025Q3: 318,956 shares; 2025Q4: 316,557 shares; 2026Q1: 321,978 shares 321,978 $26.3M 0.03% +5,421 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,158 shares; 2024Q4: 234,889 shares; 2025Q1: 242,170 shares; 2025Q2: 271,959 shares; 2025Q3: 270,794 shares; 2025Q4: 313,909 shares; 2026Q1: 308,337 shares 308,337 $26.3M 0.03% -5,572 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,852 shares; 2024Q4: 263,525 shares; 2025Q1: 272,600 shares; 2025Q2: 311,333 shares; 2025Q3: 312,179 shares; 2025Q4: 277,587 shares; 2026Q1: 273,166 shares 273,166 $26.2M 0.03% -4,421 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: 66,416 shares; 2024Q4: 70,228 shares; 2025Q1: 75,908 shares; 2025Q2: 69,699 shares; 2025Q3: 68,252 shares; 2025Q4: 224,535 shares; 2026Q1: 261,491 shares 261,491 $26.1M 0.03% +36,956 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,897 shares; 2024Q4: 290,224 shares; 2025Q1: 252,767 shares; 2025Q2: 248,815 shares; 2025Q3: 266,313 shares; 2025Q4: 276,039 shares; 2026Q1: 362,550 shares 362,550 $26M 0.03% +86,511 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,913 shares; 2024Q4: 380,420 shares; 2025Q1: 359,562 shares; 2025Q2: 369,501 shares; 2025Q3: 386,118 shares; 2025Q4: 403,644 shares; 2026Q1: 423,892 shares 423,892 $25.9M 0.03% +20,248 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: 97,635 shares; 2024Q4: 93,859 shares; 2025Q1: 89,018 shares; 2025Q2: 88,169 shares; 2025Q3: 75,025 shares; 2025Q4: 21,950 shares; 2026Q1: 118,815 shares 118,815 $25.8M 0.03% +96,865 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501,528 shares; 2025Q2: 529,866 shares; 2025Q3: 554,664 shares; 2025Q4: 720,793 shares; 2026Q1: 709,516 shares 709,516 $25.7M 0.03% -11,277 Timeline XMHQ 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: 752,283 shares; 2024Q4: 790,463 shares; 2025Q1: 460,261 shares; 2025Q2: 481,715 shares; 2025Q3: 302,746 shares; 2025Q4: 255,238 shares; 2026Q1: 246,607 shares 246,607 $25.5M 0.03% -8,631 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,170 shares; 2024Q4: 55,890 shares; 2025Q1: 175,122 shares; 2025Q2: 243,334 shares; 2025Q3: 294,295 shares; 2025Q4: 325,693 shares; 2026Q1: 367,462 shares 367,462 $25.5M 0.03% +41,769 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: 177,175 shares; 2024Q4: 177,088 shares; 2025Q1: 171,193 shares; 2025Q2: 165,249 shares; 2025Q3: 197,890 shares; 2025Q4: 181,061 shares; 2026Q1: 166,858 shares 166,858 $25.4M 0.03% -14,203 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,024 shares; 2025Q2: 25,343 shares; 2025Q3: 510,058 shares; 2025Q4: 532,097 shares; 2026Q1: 857,244 shares 857,244 $25.4M 0.03% +325,147 Timeline IBMP 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: 794,928 shares; 2024Q4: 969,627 shares; 2025Q1: 1,012,488 shares; 2025Q2: 950,210 shares; 2025Q3: 916,065 shares; 2025Q4: 968,164 shares; 2026Q1: 985,403 shares 985,403 $25.1M 0.03% +17,239 Timeline IWN 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: 124,460 shares; 2024Q4: 135,546 shares; 2025Q1: 131,246 shares; 2025Q2: 129,491 shares; 2025Q3: 132,789 shares; 2025Q4: 135,170 shares; 2026Q1: 131,835 shares 131,835 $25M 0.03% -3,335 Timeline TUA 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: 136,003 shares; 2024Q4: 32,149 shares; 2025Q1: 81,240 shares; 2025Q2: 79,271 shares; 2025Q3: 78,560 shares; 2025Q4: 920,206 shares; 2026Q1: 1,181,534 shares 1,181,534 $24.9M 0.03% +261,328 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,324 shares; 2024Q4: 406,149 shares; 2025Q1: 440,084 shares; 2025Q2: 579,977 shares; 2025Q3: 674,833 shares; 2025Q4: 726,964 shares; 2026Q1: 1,021,947 shares 1,021,947 $24.9M 0.03% +294,983 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411,199 shares; 2026Q1: 435,630 shares 435,630 $24.8M 0.03% +24,431 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 21,993 shares; 2025Q1: 22,237 shares; 2025Q2: 23,544 shares; 2025Q3: 23,559 shares; 2025Q4: 24,009 shares; 2026Q1: 25,299 shares 25,299 $24.8M 0.03% +1,290 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,395 shares; 2025Q1: 22,371 shares; 2025Q2: 326,209 shares; 2025Q3: 349,361 shares; 2025Q4: 350,303 shares; 2026Q1: 268,324 shares 268,324 $24.8M 0.03% -81,979 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871,752 shares; 2024Q4: 934,739 shares; 2025Q1: 913,951 shares; 2025Q2: 819,504 shares; 2025Q3: 833,318 shares; 2025Q4: 769,059 shares; 2026Q1: 815,849 shares 815,849 $24.7M 0.03% +46,790 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: 41,520 shares; 2024Q4: 39,838 shares; 2025Q1: 34,317 shares; 2025Q2: 46,383 shares; 2025Q3: 35,570 shares; 2025Q4: 35,775 shares; 2026Q1: 102,208 shares 102,208 $24.5M 0.03% +66,433 Timeline EXI 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: 3,120 shares; 2024Q4: 5,023 shares; 2025Q1: 5,073 shares; 2025Q2: 4,931 shares; 2025Q3: 4,838 shares; 2025Q4: 115,587 shares; 2026Q1: 135,371 shares 135,371 $24.5M 0.03% +19,784 Timeline DFGX 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: 387,784 shares; 2024Q4: 403,426 shares; 2025Q1: 419,560 shares; 2025Q2: 406,391 shares; 2025Q3: 425,841 shares; 2025Q4: 452,509 shares; 2026Q1: 466,474 shares 466,474 $24.5M 0.03% +13,965 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: 235,675 shares; 2024Q4: 209,727 shares; 2025Q1: 276,059 shares; 2025Q2: 214,158 shares; 2025Q3: 199,765 shares; 2025Q4: 215,123 shares; 2026Q1: 184,975 shares 184,975 $24.2M 0.03% -30,148 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: 86,064 shares; 2024Q4: 83,807 shares; 2025Q1: 87,165 shares; 2025Q2: 96,069 shares; 2025Q3: 113,343 shares; 2025Q4: 109,285 shares; 2026Q1: 103,505 shares 103,505 $24.2M 0.03% -5,780 Timeline SHV 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: 139,555 shares; 2024Q4: 227,222 shares; 2025Q1: 397,472 shares; 2025Q2: 166,495 shares; 2025Q3: 168,895 shares; 2025Q4: 239,356 shares; 2026Q1: 218,748 shares 218,748 $24.1M 0.03% -20,608 Timeline RING 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: 395,851 shares; 2024Q4: 396,380 shares; 2025Q1: 406,398 shares; 2025Q2: 435,035 shares; 2025Q3: 434,491 shares; 2025Q4: 405,778 shares; 2026Q1: 303,365 shares 303,365 $24M 0.03% -102,413 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: 323,873 shares; 2024Q4: 465,264 shares; 2025Q1: 605,132 shares; 2025Q2: 582,622 shares; 2025Q3: 561,528 shares; 2025Q4: 471,163 shares; 2026Q1: 470,037 shares 470,037 $23.9M 0.03% -1,126 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026,440 shares; 2024Q4: 3,044,889 shares; 2025Q1: 2,004,718 shares; 2025Q2: 2,002,205 shares; 2025Q3: 325,360 shares; 2025Q4: 297,390 shares; 2026Q1: 320,795 shares 320,795 $23.9M 0.03% +23,405 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,709 shares; 2024Q4: 169,367 shares; 2025Q1: 166,265 shares; 2025Q2: 158,750 shares; 2025Q3: 131,882 shares; 2025Q4: 114,920 shares; 2026Q1: 120,212 shares 120,212 $23.8M 0.03% +5,292 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,863 shares; 2024Q4: 6,768 shares; 2025Q1: 232,744 shares; 2025Q2: 968,724 shares; 2025Q3: 770,721 shares; 2025Q4: 673,551 shares; 2026Q1: 655,927 shares 655,927 $23.8M 0.03% -17,624 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 85,669 shares; 2025Q1: 84,948 shares; 2025Q2: 78,800 shares; 2025Q3: 86,690 shares; 2025Q4: 86,972 shares; 2026Q1: 89,484 shares 89,484 $23.8M 0.03% +2,512 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: 317,517 shares; 2024Q4: 318,926 shares; 2025Q1: 328,406 shares; 2025Q2: 325,096 shares; 2025Q3: 320,954 shares; 2025Q4: 311,979 shares; 2026Q1: 314,321 shares 314,321 $23.6M 0.03% +2,342 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,015 shares; 2024Q4: 316,729 shares; 2025Q1: 345,704 shares; 2025Q2: 413,672 shares; 2025Q3: 431,037 shares; 2025Q4: 435,118 shares; 2026Q1: 406,906 shares 406,906 $23.6M 0.03% -28,212 Timeline JQUA 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: 55,091 shares; 2024Q4: 137,430 shares; 2025Q1: 232,188 shares; 2025Q2: 339,777 shares; 2025Q3: 385,333 shares; 2025Q4: 379,644 shares; 2026Q1: 384,169 shares 384,169 $23.6M 0.03% +4,525 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,707 shares; 2025Q1: 2,710 shares; 2025Q2: 2,713 shares; 2025Q3: 2,997 shares; 2025Q4: 2,719 shares; 2026Q1: 224,116 shares 224,116 $23.3M 0.02% +221,397 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,744 shares; 2024Q4: 461,651 shares; 2025Q1: 498,209 shares; 2025Q2: 465,337 shares; 2025Q3: 498,080 shares; 2025Q4: 518,964 shares; 2026Q1: 549,075 shares 549,075 $23.2M 0.02% +30,111 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,335 shares; 2024Q4: 145,424 shares; 2025Q1: 188,485 shares; 2025Q2: 173,395 shares; 2025Q3: 187,539 shares; 2025Q4: 278,659 shares; 2026Q1: 334,520 shares 334,520 $23.2M 0.02% +55,861 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,525 shares; 2024Q4: 437,212 shares; 2025Q1: 439,253 shares; 2025Q2: 435,821 shares; 2025Q3: 430,240 shares; 2025Q4: 403,839 shares; 2026Q1: 405,524 shares 405,524 $23M 0.02% +1,685 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,358 shares; 2024Q4: 467,260 shares; 2025Q1: 473,374 shares; 2025Q2: 460,964 shares; 2025Q3: 470,515 shares; 2025Q4: 486,077 shares; 2026Q1: 501,607 shares 501,607 $23M 0.02% +15,530 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,651 shares; 2026Q1: 165,587 shares 165,587 $22.9M 0.02% +4,936 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,170 shares; 2024Q4: 72,011 shares; 2025Q1: 70,921 shares; 2025Q2: 69,792 shares; 2025Q3: 68,793 shares; 2025Q4: 72,883 shares; 2026Q1: 72,950 shares 72,950 $22.9M 0.02% +67 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: 591,310 shares; 2024Q4: 585,213 shares; 2025Q1: 569,574 shares; 2025Q2: 231,359 shares; 2025Q3: 265,529 shares; 2025Q4: 262,779 shares; 2026Q1: 270,453 shares 270,453 $22.8M 0.02% +7,674 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,033 shares; 2024Q4: 305,687 shares; 2025Q1: 313,804 shares; 2025Q2: 349,199 shares; 2025Q3: 366,122 shares; 2025Q4: 381,601 shares; 2026Q1: 386,012 shares 386,012 $22.8M 0.02% +4,411 Timeline MBB 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: 227,133 shares; 2024Q4: 217,461 shares; 2025Q1: 213,980 shares; 2025Q2: 217,118 shares; 2025Q3: 218,711 shares; 2025Q4: 229,365 shares; 2026Q1: 239,721 shares 239,721 $22.8M 0.02% +10,356 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,136 shares; 2024Q4: 239,103 shares; 2025Q1: 225,610 shares; 2025Q2: 330,385 shares; 2025Q3: 342,724 shares; 2025Q4: 363,417 shares; 2026Q1: 527,035 shares 527,035 $22.7M 0.02% +163,618 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: 75,372 shares; 2024Q4: 66,888 shares; 2025Q1: 65,955 shares; 2025Q2: 65,806 shares; 2025Q3: 65,393 shares; 2025Q4: 65,204 shares; 2026Q1: 80,729 shares 80,729 $22.7M 0.02% +15,525 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: 1,125,528 shares; 2024Q4: 1,201,710 shares; 2025Q1: 1,136,475 shares; 2025Q2: 1,144,958 shares; 2025Q3: 1,043,114 shares; 2025Q4: 1,006,504 shares; 2026Q1: 957,122 shares 957,122 $22.7M 0.02% -49,382 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: 164,755 shares; 2024Q4: 162,915 shares; 2025Q1: 150,321 shares; 2025Q2: 143,786 shares; 2025Q3: 145,358 shares; 2025Q4: 142,684 shares; 2026Q1: 144,063 shares 144,063 $22.7M 0.02% +1,379 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,487 shares; 2024Q4: 463,360 shares; 2025Q1: 464,063 shares; 2025Q2: 470,029 shares; 2025Q3: 517,648 shares; 2025Q4: 535,219 shares; 2026Q1: 551,269 shares 551,269 $22.5M 0.02% +16,050 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,286 shares; 2024Q4: 526,615 shares; 2025Q1: 507,092 shares; 2025Q2: 518,057 shares; 2025Q3: 412,507 shares; 2025Q4: 438,748 shares; 2026Q1: 487,041 shares 487,041 $22.5M 0.02% +48,293 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 392,234 shares; 2025Q1: 375,368 shares; 2025Q2: 555,060 shares; 2025Q3: 527,467 shares; 2025Q4: 658,396 shares; 2026Q1: 632,545 shares 632,545 $22.5M 0.02% -25,851 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: 162,702 shares; 2024Q4: 171,888 shares; 2025Q1: 172,630 shares; 2025Q2: 218,787 shares; 2025Q3: 176,772 shares; 2025Q4: 161,763 shares; 2026Q1: 148,963 shares 148,963 $22.5M 0.02% -12,800 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,965 shares; 2025Q4: 146,503 shares; 2026Q1: 218,946 shares 218,946 $22.4M 0.02% +72,443 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,907 shares; 2024Q4: 375,890 shares; 2025Q1: 390,043 shares; 2025Q2: 391,549 shares; 2025Q3: 401,726 shares; 2025Q4: 1,372,888 shares; 2026Q1: 1,434,008 shares 1,434,008 $22.4M 0.02% +61,120 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: 842,393 shares; 2024Q4: 827,605 shares; 2025Q1: 471,474 shares; 2025Q2: 463,749 shares; 2025Q3: 468,502 shares; 2025Q4: 452,028 shares; 2026Q1: 480,507 shares 480,507 $22.3M 0.02% +28,479 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,882 shares; 2024Q4: 31,876 shares; 2025Q1: 5,870 shares; 2025Q2: 5,618 shares; 2025Q3: 7,351 shares; 2025Q4: 6,368 shares; 2026Q1: 488,873 shares 488,873 $22.1M 0.02% +482,505 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,519 shares; 2024Q4: 351,854 shares; 2025Q1: 364,407 shares; 2025Q2: 396,795 shares; 2025Q3: 427,555 shares; 2025Q4: 418,448 shares; 2026Q1: 403,853 shares 403,853 $22.1M 0.02% -14,595 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,372 shares; 2024Q4: 435,555 shares; 2025Q1: 428,252 shares; 2025Q2: 442,836 shares; 2025Q3: 451,513 shares; 2025Q4: 433,100 shares; 2026Q1: 432,371 shares 432,371 $22M 0.02% -729 Timeline SMH 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: 38,296 shares; 2024Q4: 33,485 shares; 2025Q1: 36,154 shares; 2025Q2: 34,402 shares; 2025Q3: 53,708 shares; 2025Q4: 56,124 shares; 2026Q1: 57,058 shares 57,058 $21.9M 0.02% +934 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,785 shares; 2024Q4: 306,881 shares; 2025Q1: 365,815 shares; 2025Q2: 350,447 shares; 2025Q3: 208,547 shares; 2025Q4: 319,880 shares; 2026Q1: 232,882 shares 232,882 $21.9M 0.02% -86,998 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,771 shares; 2025Q3: 212,265 shares; 2025Q4: 224,657 shares; 2026Q1: 218,434 shares 218,434 $21.8M 0.02% -6,223 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: 27,508 shares; 2024Q4: 30,313 shares; 2025Q1: 25,292 shares; 2025Q2: 24,116 shares; 2025Q3: 19,555 shares; 2025Q4: 16,543 shares; 2026Q1: 137,473 shares 137,473 $21.8M 0.02% +120,930 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: 10,319 shares; 2024Q4: 11,342 shares; 2025Q1: 8,235 shares; 2025Q2: 13,711 shares; 2025Q3: 9,040 shares; 2025Q4: 75,936 shares; 2026Q1: 108,536 shares 108,536 $21.7M 0.02% +32,600 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: 280,465 shares; 2024Q4: 285,117 shares; 2025Q1: 281,782 shares; 2025Q2: 300,093 shares; 2025Q3: 301,236 shares; 2025Q4: 303,539 shares; 2026Q1: 316,643 shares 316,643 $21.7M 0.02% +13,104 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,733 shares; 2024Q4: 393,608 shares; 2025Q1: 425,259 shares; 2025Q2: 445,324 shares; 2025Q3: 541,044 shares; 2025Q4: 833,404 shares; 2026Q1: 854,043 shares 854,043 $21.6M 0.02% +20,639 Timeline FENI 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: 22,808 shares; 2024Q4: 21,902 shares; 2025Q1: 28,123 shares; 2025Q2: 89,038 shares; 2025Q3: 373,286 shares; 2025Q4: 459,457 shares; 2026Q1: 577,571 shares 577,571 $21.5M 0.02% +118,114 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800,193 shares; 2026Q1: 404,525 shares 404,525 $21.4M 0.02% -395,668 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: 410,703 shares; 2024Q4: 401,220 shares; 2025Q1: 382,263 shares; 2025Q2: 375,720 shares; 2025Q3: 359,010 shares; 2025Q4: 346,374 shares; 2026Q1: 338,396 shares 338,396 $21.2M 0.02% -7,978 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 7,321 shares; 2025Q1: 7,365 shares; 2025Q2: 7,563 shares; 2025Q3: 56,739 shares; 2025Q4: 223,166 shares; 2026Q1: 278,545 shares 278,545 $21.2M 0.02% +55,379 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,865 shares; 2024Q4: 275,164 shares; 2025Q1: 302,480 shares; 2025Q2: 279,087 shares; 2025Q3: 370,468 shares; 2025Q4: 589,850 shares; 2026Q1: 416,662 shares 416,662 $21.1M 0.02% -173,188 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: 157,846 shares; 2024Q4: 163,979 shares; 2025Q1: 218,945 shares; 2025Q2: 241,644 shares; 2025Q3: 265,644 shares; 2025Q4: 266,449 shares; 2026Q1: 255,494 shares 255,494 $21.1M 0.02% -10,955 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: 277,250 shares; 2024Q4: 291,887 shares; 2025Q1: 311,347 shares; 2025Q2: 258,979 shares; 2025Q3: 244,419 shares; 2025Q4: 272,909 shares; 2026Q1: 279,428 shares 279,428 $21M 0.02% +6,519 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,216 shares; 2024Q4: 17,338 shares; 2025Q1: 14,152 shares; 2025Q2: 15,389 shares; 2025Q3: 15,949 shares; 2025Q4: 17,230 shares; 2026Q1: 18,156 shares 18,156 $21M 0.02% +926 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 33,870 shares; 2025Q1: 39,862 shares; 2025Q2: 32,582 shares; 2025Q3: 36,821 shares; 2025Q4: 37,712 shares; 2026Q1: 38,369 shares 38,369 $20.9M 0.02% +657 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,538 shares; 2024Q4: 616,179 shares; 2025Q1: 614,313 shares; 2025Q2: 457,907 shares; 2025Q3: 347,465 shares; 2025Q4: 358,084 shares; 2026Q1: 192,065 shares 192,065 $20.9M 0.02% -166,019 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: 25,976 shares; 2024Q4: 14,937 shares; 2025Q1: 14,395 shares; 2025Q2: 64,130 shares; 2025Q3: 63,931 shares; 2025Q4: 64,181 shares; 2026Q1: 78,110 shares 78,110 $20.8M 0.02% +13,929 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: 560,590 shares; 2024Q4: 593,566 shares; 2025Q1: 614,791 shares; 2025Q2: 637,834 shares; 2025Q3: 557,680 shares; 2025Q4: 366,713 shares; 2026Q1: 363,678 shares 363,678 $20.8M 0.02% -3,035 Timeline CTA 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: 239,038 shares; 2024Q4: 242,547 shares; 2025Q1: 706,315 shares; 2025Q2: 522,298 shares; 2025Q3: 565,447 shares; 2025Q4: 528,675 shares; 2026Q1: 683,575 shares 683,575 $20.7M 0.02% +154,900 Timeline IBMQ 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: 668,732 shares; 2024Q4: 663,225 shares; 2025Q1: 700,645 shares; 2025Q2: 653,576 shares; 2025Q3: 663,349 shares; 2025Q4: 766,908 shares; 2026Q1: 805,553 shares 805,553 $20.6M 0.02% +38,645 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,794 shares; 2024Q4: 443,954 shares; 2025Q1: 394,513 shares; 2025Q2: 392,660 shares; 2025Q3: 407,142 shares; 2025Q4: 411,763 shares; 2026Q1: 374,429 shares 374,429 $20.5M 0.02% -37,334 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,167 shares; 2024Q4: 243,745 shares; 2025Q1: 247,192 shares; 2025Q2: 260,179 shares; 2025Q3: 291,598 shares; 2025Q4: 285,776 shares; 2026Q1: 305,977 shares 305,977 $20.3M 0.02% +20,201 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: 120,159 shares; 2024Q4: 113,747 shares; 2025Q1: 101,366 shares; 2025Q2: 90,797 shares; 2025Q3: 100,390 shares; 2025Q4: 98,183 shares; 2026Q1: 97,079 shares 97,079 $20.2M 0.02% -1,104 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,184 shares; 2024Q4: 133,167 shares; 2025Q1: 729,986 shares; 2025Q2: 786,215 shares; 2025Q3: 590,433 shares; 2025Q4: 542,526 shares; 2026Q1: 212,970 shares 212,970 $20.1M 0.02% -329,556 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,601 shares; 2024Q4: 344,966 shares; 2025Q1: 312,295 shares; 2025Q2: 190,083 shares; 2025Q3: 172,142 shares; 2025Q4: 161,343 shares; 2026Q1: 127,980 shares 127,980 $20.1M 0.02% -33,363 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,957 shares; 2025Q2: 224,567 shares; 2025Q3: 193,963 shares; 2025Q4: 227,826 shares; 2026Q1: 221,501 shares 221,501 $20.1M 0.02% -6,325 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,243 shares; 2024Q4: 220,327 shares; 2025Q1: 228,675 shares; 2025Q2: 252,265 shares; 2025Q3: 263,924 shares; 2025Q4: 307,185 shares; 2026Q1: 236,574 shares 236,574 $20.1M 0.02% -70,611 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: 521,393 shares; 2024Q4: 576,057 shares; 2025Q1: 575,797 shares; 2025Q2: 543,141 shares; 2025Q3: 502,623 shares; 2025Q4: 520,988 shares; 2026Q1: 471,508 shares 471,508 $20M 0.02% -49,480 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,336 shares; 2024Q4: 41,336 shares; 2025Q1: 41,336 shares; 2025Q2: 41,336 shares; 2025Q3: 41,336 shares; 2025Q4: 41,337 shares; 2026Q1: 41,338 shares 41,338 $19.9M 0.02% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,588 shares; 2024Q4: 87,598 shares; 2025Q1: 91,984 shares; 2025Q2: 90,007 shares; 2025Q3: 93,429 shares; 2025Q4: 95,990 shares; 2026Q1: 100,802 shares 100,802 $19.9M 0.02% +4,812 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: 48,204 shares; 2024Q4: 68,535 shares; 2025Q1: 75,946 shares; 2025Q2: 82,664 shares; 2025Q3: 88,849 shares; 2025Q4: 117,210 shares; 2026Q1: 158,793 shares 158,793 $19.8M 0.02% +41,583 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 35,102 shares; 2025Q1: 34,837 shares; 2025Q2: 33,127 shares; 2025Q3: 34,403 shares; 2025Q4: 39,390 shares; 2026Q1: 41,726 shares 41,726 $19.7M 0.02% +2,336 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,594,432 shares; 2026Q1: 1,706,912 shares 1,706,912 $19.7M 0.02% +112,480 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: 347,511 shares; 2024Q4: 389,967 shares; 2025Q1: 429,332 shares; 2025Q2: 414,176 shares; 2025Q3: 426,331 shares; 2025Q4: 455,213 shares; 2026Q1: 582,180 shares 582,180 $19.7M 0.02% +126,967 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116,583 shares; 2025Q3: 1,138,764 shares; 2025Q4: 927,066 shares; 2026Q1: 479,761 shares 479,761 $19.6M 0.02% -447,305 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,124 shares; 2024Q4: 51,227 shares; 2025Q1: 52,471 shares; 2025Q2: 51,108 shares; 2025Q3: 56,964 shares; 2025Q4: 364,132 shares; 2026Q1: 510,852 shares 510,852 $19.5M 0.02% +146,720 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,656 shares; 2024Q4: 271,082 shares; 2025Q1: 260,404 shares; 2025Q2: 331,794 shares; 2025Q3: 453,474 shares; 2025Q4: 471,317 shares; 2026Q1: 485,581 shares 485,581 $19.5M 0.02% +14,264 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,981 shares; 2024Q4: 71,413 shares; 2025Q1: 67,677 shares; 2025Q2: 57,377 shares; 2025Q3: 161,896 shares; 2025Q4: 166,642 shares; 2026Q1: 171,118 shares 171,118 $19.5M 0.02% +4,476 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,966 shares; 2024Q4: 81,848 shares; 2025Q1: 84,678 shares; 2025Q2: 91,438 shares; 2025Q3: 164,338 shares; 2025Q4: 177,266 shares; 2026Q1: 196,124 shares 196,124 $19.5M 0.02% +18,858 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: 522,736 shares; 2024Q4: 508,293 shares; 2025Q1: 503,467 shares; 2025Q2: 255,952 shares; 2025Q3: 252,759 shares; 2025Q4: 231,233 shares; 2026Q1: 206,782 shares 206,782 $19.3M 0.02% -24,451 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,056 shares; 2025Q2: 404,628 shares; 2025Q3: 828,111 shares; 2025Q4: 16,458 shares; 2026Q1: 1,379,568 shares 1,379,568 $19.3M 0.02% +1,363,110 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: 84,062 shares; 2024Q4: 82,235 shares; 2025Q1: 80,561 shares; 2025Q2: 85,296 shares; 2025Q3: 86,057 shares; 2025Q4: 85,892 shares; 2026Q1: 93,181 shares 93,181 $19.2M 0.02% +7,289 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: 14,963 shares; 2025Q3: 211,379 shares; 2025Q4: 543,805 shares; 2026Q1: 677,488 shares 677,488 $19.2M 0.02% +133,683 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443,801 shares; 2025Q2: 485,568 shares; 2025Q3: 570,998 shares; 2025Q4: 617,009 shares; 2026Q1: 800,599 shares 800,599 $19.2M 0.02% +183,590 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,714 shares; 2024Q4: 165,368 shares; 2025Q1: 166,822 shares; 2025Q2: 168,207 shares; 2025Q3: 182,643 shares; 2025Q4: 193,070 shares; 2026Q1: 228,419 shares 228,419 $19.1M 0.02% +35,349 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: 112,299 shares; 2024Q4: 117,536 shares; 2025Q1: 92,341 shares; 2025Q2: 132,450 shares; 2025Q3: 111,682 shares; 2025Q4: 111,932 shares; 2026Q1: 122,417 shares 122,417 $19M 0.02% +10,485 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,677 shares; 2024Q4: 732,127 shares; 2025Q1: 822,443 shares; 2025Q2: 834,208 shares; 2025Q3: 833,803 shares; 2025Q4: 880,016 shares; 2026Q1: 949,368 shares 949,368 $18.9M 0.02% +69,352 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,780 shares; 2024Q4: 479,232 shares; 2025Q1: 85,707 shares; 2025Q2: 121,749 shares; 2025Q3: 96,580 shares; 2025Q4: 121,015 shares; 2026Q1: 296,824 shares 296,824 $18.9M 0.02% +175,809 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: 948,188 shares; 2024Q4: 963,306 shares; 2025Q1: 809,092 shares; 2025Q2: 827,919 shares; 2025Q3: 846,670 shares; 2025Q4: 835,381 shares; 2026Q1: 722,302 shares 722,302 $18.8M 0.02% -113,079 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,279 shares; 2024Q4: 81,372 shares; 2025Q1: 118,973 shares; 2025Q2: 126,341 shares; 2025Q3: 78,871 shares; 2025Q4: 72,695 shares; 2026Q1: 70,501 shares 70,501 $18.8M 0.02% -2,194 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,146 shares; 2024Q4: 153,071 shares; 2025Q1: 151,054 shares; 2025Q2: 91,791 shares; 2025Q3: 90,012 shares; 2025Q4: 88,663 shares; 2026Q1: 90,673 shares 90,673 $18.8M 0.02% +2,010 Timeline IBMR 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: 502,992 shares; 2024Q4: 652,909 shares; 2025Q1: 740,147 shares; 2025Q2: 731,392 shares; 2025Q3: 712,052 shares; 2025Q4: 745,806 shares; 2026Q1: 732,945 shares 732,945 $18.6M 0.02% -12,861 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 12,404 shares; 2025Q1: 12,528 shares; 2025Q2: 75,791 shares; 2025Q3: 263,427 shares; 2025Q4: 303,580 shares; 2026Q1: 62,219 shares 62,219 $18.4M 0.02% -241,361 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: 179,385 shares; 2024Q4: 130,041 shares; 2025Q1: 135,606 shares; 2025Q2: 397,181 shares; 2025Q3: 485,162 shares; 2025Q4: 616,292 shares; 2026Q1: 710,810 shares 710,810 $18.4M 0.02% +94,518 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,964 shares; 2024Q4: 142,641 shares; 2025Q1: 158,157 shares; 2025Q2: 155,419 shares; 2025Q3: 160,288 shares; 2025Q4: 173,859 shares; 2026Q1: 163,408 shares 163,408 $18.3M 0.02% -10,451 Timeline JSCP 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: 300,432 shares; 2024Q4: 288,237 shares; 2025Q1: 274,100 shares; 2025Q2: 258,424 shares; 2025Q3: 269,350 shares; 2025Q4: 317,388 shares; 2026Q1: 387,189 shares 387,189 $18.3M 0.02% +69,801 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,474 shares; 2024Q4: 44,906 shares; 2025Q1: 45,243 shares; 2025Q2: 41,020 shares; 2025Q3: 45,654 shares; 2025Q4: 44,039 shares; 2026Q1: 41,117 shares 41,117 $18.3M 0.02% -2,922 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: 25,072 shares; 2024Q4: 45,149 shares; 2025Q1: 222,688 shares; 2025Q2: 196,531 shares; 2025Q3: 166,784 shares; 2025Q4: 151,399 shares; 2026Q1: 152,748 shares 152,748 $18.1M 0.02% +1,349 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,377 shares; 2025Q1: 1,389 shares; 2025Q2: 1,373 shares; 2025Q3: 1,453 shares; 2025Q4: 64,217 shares; 2026Q1: 96,227 shares 96,227 $17.9M 0.02% +32,010 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,299 shares; 2024Q4: 32,623 shares; 2025Q1: 35,630 shares; 2025Q2: 34,750 shares; 2025Q3: 34,877 shares; 2025Q4: 35,631 shares; 2026Q1: 1,268,715 shares 1,268,715 $17.9M 0.02% +1,233,084 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,531 shares; 2024Q4: 80,822 shares; 2025Q1: 83,475 shares; 2025Q2: 81,913 shares; 2025Q3: 144,220 shares; 2025Q4: 145,017 shares; 2026Q1: 248,507 shares 248,507 $17.8M 0.02% +103,490 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,155 shares; 2024Q4: 308,468 shares; 2025Q1: 308,576 shares; 2025Q2: 364,177 shares; 2025Q3: 579,462 shares; 2025Q4: 647,836 shares; 2026Q1: 493,089 shares 493,089 $17.8M 0.02% -154,747 Timeline IXG 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: 3,664 shares; 2024Q4: 3,823 shares; 2025Q1: 8,042 shares; 2025Q2: 8,094 shares; 2025Q3: 9,089 shares; 2025Q4: 106,705 shares; 2026Q1: 156,213 shares 156,213 $17.8M 0.02% +49,508 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: 220,509 shares; 2024Q4: 666,080 shares; 2025Q1: 672,998 shares; 2025Q2: 695,144 shares; 2025Q3: 692,173 shares; 2025Q4: 704,137 shares; 2026Q1: 654,061 shares 654,061 $17.8M 0.02% -50,076 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,828 shares; 2024Q4: 307,193 shares; 2025Q1: 309,917 shares; 2025Q2: 295,071 shares; 2025Q3: 285,917 shares; 2025Q4: 287,974 shares; 2026Q1: 287,995 shares 287,995 $17.8M 0.02% +21 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,765 shares; 2024Q4: 440,339 shares; 2025Q1: 439,151 shares; 2025Q2: 431,695 shares; 2025Q3: 433,354 shares; 2025Q4: 425,087 shares; 2026Q1: 424,428 shares 424,428 $17.8M 0.02% -659 Timeline JBND 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: 75,337 shares; 2024Q4: 77,563 shares; 2025Q1: 259,032 shares; 2025Q2: 283,186 shares; 2025Q3: 292,848 shares; 2025Q4: 319,903 shares; 2026Q1: 330,025 shares 330,025 $17.7M 0.02% +10,122 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,901 shares; 2024Q4: 177,266 shares; 2025Q1: 123,834 shares; 2025Q2: 419,045 shares; 2025Q3: 181,456 shares; 2025Q4: 216,388 shares; 2026Q1: 175,570 shares 175,570 $17.7M 0.02% -40,818 Timeline WCMI 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: 323,847 shares; 2025Q2: 356,995 shares; 2025Q3: 516,076 shares; 2025Q4: 626,719 shares; 2026Q1: 1,050,546 shares 1,050,546 $17.6M 0.02% +423,827 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: 224,850 shares; 2024Q4: 235,403 shares; 2025Q1: 208,543 shares; 2025Q2: 248,985 shares; 2025Q3: 350,531 shares; 2025Q4: 462,279 shares; 2026Q1: 527,754 shares 527,754 $17.6M 0.02% +65,475 Timeline FTSM 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: 215,678 shares; 2024Q4: 233,288 shares; 2025Q1: 250,484 shares; 2025Q2: 267,748 shares; 2025Q3: 290,880 shares; 2025Q4: 291,736 shares; 2026Q1: 293,697 shares 293,697 $17.6M 0.02% +1,961 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,687 shares; 2024Q4: 188,060 shares; 2025Q1: 175,273 shares; 2025Q2: 173,947 shares; 2025Q3: 177,468 shares; 2025Q4: 161,280 shares; 2026Q1: 166,515 shares 166,515 $17.5M 0.02% +5,235 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,678 shares; 2024Q4: 504,042 shares; 2025Q1: 509,592 shares; 2025Q2: 511,901 shares; 2025Q3: 507,935 shares; 2025Q4: 505,757 shares; 2026Q1: 514,462 shares 514,462 $17.5M 0.02% +8,705 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,067 shares; 2024Q4: 166,224 shares; 2025Q1: 157,884 shares; 2025Q2: 381,800 shares; 2025Q3: 409,930 shares; 2025Q4: 402,106 shares; 2026Q1: 386,191 shares 386,191 $17.5M 0.02% -15,915 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,720 shares; 2024Q4: 217,756 shares; 2025Q1: 251,075 shares; 2025Q2: 162,385 shares; 2025Q3: 181,677 shares; 2025Q4: 199,286 shares; 2026Q1: 295,629 shares 295,629 $17.5M 0.02% +96,343 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: 182,948 shares; 2024Q4: 182,629 shares; 2025Q1: 181,608 shares; 2025Q2: 183,507 shares; 2025Q3: 184,051 shares; 2025Q4: 183,437 shares; 2026Q1: 186,298 shares 186,298 $17.4M 0.02% +2,861 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,861 shares; 2024Q4: 161,076 shares; 2025Q1: 157,284 shares; 2025Q2: 166,299 shares; 2025Q3: 169,379 shares; 2025Q4: 185,448 shares; 2026Q1: 194,476 shares 194,476 $17.4M 0.02% +9,028 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,614 shares; 2026Q1: 693,728 shares 693,728 $17.4M 0.02% +642,114 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 1,029,924 shares; 2026Q1: 1,042,022 shares 1,042,022 $17.3M 0.02% +12,098 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661,051 shares; 2024Q4: 607,484 shares; 2025Q1: 535,638 shares; 2025Q2: 339,082 shares; 2025Q3: 402,704 shares; 2025Q4: 396,868 shares; 2026Q1: 404,439 shares 404,439 $17.3M 0.02% +7,571 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,711 shares; 2024Q4: 53,155 shares; 2025Q1: 50,242 shares; 2025Q2: 37,289 shares; 2025Q3: 35,334 shares; 2025Q4: 39,291 shares; 2026Q1: 49,918 shares 49,918 $17.2M 0.02% +10,627 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,554 shares; 2024Q4: 169,309 shares; 2025Q1: 170,872 shares; 2025Q2: 164,850 shares; 2025Q3: 156,610 shares; 2025Q4: 156,889 shares; 2026Q1: 187,075 shares 187,075 $17.2M 0.02% +30,186 Timeline IEI 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: 318,604 shares; 2024Q4: 239,599 shares; 2025Q1: 223,311 shares; 2025Q2: 213,772 shares; 2025Q3: 246,840 shares; 2025Q4: 150,546 shares; 2026Q1: 144,242 shares 144,242 $17.1M 0.02% -6,304 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,996 shares; 2024Q4: 141,412 shares; 2025Q1: 132,580 shares; 2025Q2: 138,770 shares; 2025Q3: 162,359 shares; 2025Q4: 144,403 shares; 2026Q1: 150,426 shares 150,426 $17M 0.02% +6,023 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,011 shares; 2024Q4: 107,342 shares; 2025Q1: 118,668 shares; 2025Q2: 126,788 shares; 2025Q3: 110,346 shares; 2025Q4: 113,335 shares; 2026Q1: 115,036 shares 115,036 $16.9M 0.02% +1,701 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,851 shares; 2024Q4: 241,055 shares; 2025Q1: 240,887 shares; 2025Q2: 445,398 shares; 2025Q3: 415,742 shares; 2025Q4: 347,386 shares; 2026Q1: 363,708 shares 363,708 $16.9M 0.02% +16,322 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,081 shares; 2024Q4: 350,731 shares; 2025Q1: 363,803 shares; 2025Q2: 348,580 shares; 2025Q3: 372,140 shares; 2025Q4: 373,482 shares; 2026Q1: 374,587 shares 374,587 $16.9M 0.02% +1,105 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,338 shares; 2024Q4: 150,550 shares; 2025Q1: 215,105 shares; 2025Q2: 194,900 shares; 2025Q3: 220,153 shares; 2025Q4: 203,358 shares; 2026Q1: 186,883 shares 186,883 $16.8M 0.02% -16,475 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,409 shares; 2024Q4: 220,410 shares; 2025Q1: 222,350 shares; 2025Q2: 241,064 shares; 2025Q3: 236,945 shares; 2025Q4: 231,212 shares; 2026Q1: 232,577 shares 232,577 $16.8M 0.02% +1,365 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,399 shares; 2025Q3: 4,596 shares; 2025Q4: 4,897 shares; 2026Q1: 289,551 shares 289,551 $16.8M 0.02% +284,654 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,865 shares; 2024Q4: 176,614 shares; 2025Q1: 169,702 shares; 2025Q2: 255,244 shares; 2025Q3: 254,818 shares; 2025Q4: 255,227 shares; 2026Q1: 265,864 shares 265,864 $16.8M 0.02% +10,637 Timeline VTHR 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: 94,788 shares; 2024Q4: 94,327 shares; 2025Q1: 95,527 shares; 2025Q2: 93,624 shares; 2025Q3: 85,110 shares; 2025Q4: 65,358 shares; 2026Q1: 58,279 shares 58,279 $16.8M 0.02% -7,079 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,098 shares; 2024Q4: 84,000 shares; 2025Q1: 75,078 shares; 2025Q2: 71,871 shares; 2025Q3: 66,914 shares; 2025Q4: 72,152 shares; 2026Q1: 79,146 shares 79,146 $16.7M 0.02% +6,994 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,473 shares; 2024Q4: 327,206 shares; 2025Q1: 350,638 shares; 2025Q2: 356,245 shares; 2025Q3: 385,547 shares; 2025Q4: 386,600 shares; 2026Q1: 393,164 shares 393,164 $16.7M 0.02% +6,564 Timeline HDV 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: 152,581 shares; 2024Q4: 130,997 shares; 2025Q1: 129,321 shares; 2025Q2: 129,401 shares; 2025Q3: 123,294 shares; 2025Q4: 123,773 shares; 2026Q1: 122,390 shares 122,390 $16.6M 0.02% -1,383 Timeline ESGE 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: 394,887 shares; 2024Q4: 387,046 shares; 2025Q1: 397,090 shares; 2025Q2: 361,975 shares; 2025Q3: 356,724 shares; 2025Q4: 357,711 shares; 2026Q1: 363,309 shares 363,309 $16.5M 0.02% +5,598 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: 48,220 shares; 2024Q4: 49,226 shares; 2025Q1: 47,378 shares; 2025Q2: 45,715 shares; 2025Q3: 47,175 shares; 2025Q4: 43,116 shares; 2026Q1: 45,386 shares 45,386 $16.5M 0.02% +2,270 Timeline JPIE 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: 12,456 shares; 2024Q4: 12,704 shares; 2025Q1: 14,441 shares; 2025Q2: 15,285 shares; 2025Q3: 15,137 shares; 2025Q4: 18,952 shares; 2026Q1: 353,899 shares 353,899 $16.3M 0.02% +334,947 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: 1,555,180 shares; 2024Q4: 2,113,470 shares; 2025Q1: 1,741,482 shares; 2025Q2: 1,966,913 shares; 2025Q3: 1,450,383 shares; 2025Q4: 775,551 shares; 2026Q1: 654,772 shares 654,772 $16.2M 0.02% -120,779 Timeline FBCG 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: 167,572 shares; 2024Q4: 182,255 shares; 2025Q1: 491,162 shares; 2025Q2: 344,333 shares; 2025Q3: 354,617 shares; 2025Q4: 316,898 shares; 2026Q1: 323,472 shares 323,472 $16.2M 0.02% +6,574 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: 225,404 shares; 2024Q4: 217,311 shares; 2025Q1: 145,532 shares; 2025Q2: 195,168 shares; 2025Q3: 454,749 shares; 2025Q4: 514,390 shares; 2026Q1: 380,621 shares 380,621 $16.2M 0.02% -133,769 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: 114,910 shares; 2024Q4: 122,105 shares; 2025Q1: 121,091 shares; 2025Q2: 126,724 shares; 2025Q3: 137,475 shares; 2025Q4: 131,515 shares; 2026Q1: 133,399 shares 133,399 $16.1M 0.02% +1,884 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,313 shares; 2024Q4: 92,415 shares; 2025Q1: 100,116 shares; 2025Q2: 120,584 shares; 2025Q3: 312,446 shares; 2025Q4: 539,173 shares; 2026Q1: 623,050 shares 623,050 $16.1M 0.02% +83,877 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,721 shares; 2024Q4: 553,049 shares; 2025Q1: 576,365 shares; 2025Q2: 571,395 shares; 2025Q3: 587,007 shares; 2025Q4: 610,776 shares; 2026Q1: 598,323 shares 598,323 $16.1M 0.02% -12,453 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805,678 shares; 2024Q4: 898,947 shares; 2025Q1: 650,851 shares; 2025Q2: 913,521 shares; 2025Q3: 519,482 shares; 2025Q4: 690,601 shares; 2026Q1: 385,322 shares 385,322 $16M 0.02% -305,279 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,472 shares; 2024Q4: 29,832 shares; 2025Q1: 29,629 shares; 2025Q2: 31,978 shares; 2025Q3: 27,719 shares; 2025Q4: 27,500 shares; 2026Q1: 28,526 shares 28,526 $16M 0.02% +1,026 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: 115,512 shares; 2024Q4: 104,243 shares; 2025Q1: 104,804 shares; 2025Q2: 86,864 shares; 2025Q3: 88,331 shares; 2025Q4: 85,714 shares; 2026Q1: 87,816 shares 87,816 $16M 0.02% +2,102 Timeline VGLT 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: 99,742 shares; 2024Q4: 112,352 shares; 2025Q1: 114,966 shares; 2025Q2: 117,639 shares; 2025Q3: 123,757 shares; 2025Q4: 137,457 shares; 2026Q1: 288,076 shares 288,076 $15.9M 0.02% +150,619 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: 37,679 shares; 2024Q4: 42,501 shares; 2025Q1: 40,418 shares; 2025Q2: 40,360 shares; 2025Q3: 40,645 shares; 2025Q4: 40,389 shares; 2026Q1: 264,995 shares 264,995 $15.9M 0.02% +224,606 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045,832 shares; 2026Q1: 1,358,307 shares 1,358,307 $15.9M 0.02% +312,475 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,779 shares; 2025Q1: 108,553 shares; 2025Q2: 161,306 shares; 2025Q3: 195,866 shares; 2025Q4: 331,383 shares; 2026Q1: 388,775 shares 388,775 $15.9M 0.02% +57,392 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,916 shares; 2024Q4: 51,673 shares; 2025Q1: 46,575 shares; 2025Q2: 45,609 shares; 2025Q3: 54,088 shares; 2025Q4: 50,958 shares; 2026Q1: 57,197 shares 57,197 $15.9M 0.02% +6,239 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: 51,848 shares; 2024Q4: 55,550 shares; 2025Q1: 53,306 shares; 2025Q2: 72,890 shares; 2025Q3: 77,154 shares; 2025Q4: 77,280 shares; 2026Q1: 79,990 shares 79,990 $15.8M 0.02% +2,710 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,443 shares; 2024Q4: 392,543 shares; 2025Q1: 391,996 shares; 2025Q2: 299,346 shares; 2025Q3: 355,215 shares; 2025Q4: 346,701 shares; 2026Q1: 340,997 shares 340,997 $15.7M 0.02% -5,704 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,293 shares; 2024Q4: 237,217 shares; 2025Q1: 193,544 shares; 2025Q2: 218,320 shares; 2025Q3: 154,029 shares; 2025Q4: 157,470 shares; 2026Q1: 181,596 shares 181,596 $15.6M 0.02% +24,126 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: 214,543 shares; 2024Q4: 195,828 shares; 2025Q1: 196,470 shares; 2025Q2: 195,342 shares; 2025Q3: 193,503 shares; 2025Q4: 193,597 shares; 2026Q1: 180,709 shares 180,709 $15.6M 0.02% -12,888 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411,283 shares 411,283 $15.6M 0.02% new 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: 82,070 shares; 2024Q4: 68,433 shares; 2025Q1: 81,720 shares; 2025Q2: 84,082 shares; 2025Q3: 84,809 shares; 2025Q4: 102,591 shares; 2026Q1: 63,024 shares 63,024 $15.6M 0.02% -39,567 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,632 shares; 2024Q4: 62,230 shares; 2025Q1: 60,614 shares; 2025Q2: 61,805 shares; 2025Q3: 59,643 shares; 2025Q4: 67,644 shares; 2026Q1: 75,572 shares 75,572 $15.6M 0.02% +7,928 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: 163,073 shares; 2024Q4: 163,221 shares; 2025Q1: 984,799 shares; 2025Q2: 1,009,360 shares; 2025Q3: 375,993 shares; 2025Q4: 312,692 shares; 2026Q1: 295,524 shares 295,524 $15.5M 0.02% -17,168 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: 96,435 shares; 2024Q4: 89,028 shares; 2025Q1: 209,200 shares; 2025Q2: 237,598 shares; 2025Q3: 240,815 shares; 2025Q4: 222,318 shares; 2026Q1: 220,420 shares 220,420 $15.5M 0.02% -1,898 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,845 shares; 2024Q4: 129,247 shares; 2025Q1: 124,258 shares; 2025Q2: 125,891 shares; 2025Q3: 124,755 shares; 2025Q4: 124,232 shares; 2026Q1: 120,617 shares 120,617 $15.5M 0.02% -3,615 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,498 shares; 2024Q4: 76,695 shares; 2025Q1: 80,688 shares; 2025Q2: 77,310 shares; 2025Q3: 83,416 shares; 2025Q4: 82,316 shares; 2026Q1: 90,304 shares 90,304 $15.5M 0.02% +7,988 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: 140,769 shares; 2024Q4: 141,484 shares; 2025Q1: 125,149 shares; 2025Q2: 136,889 shares; 2025Q3: 140,909 shares; 2025Q4: 146,318 shares; 2026Q1: 144,844 shares 144,844 $15.4M 0.02% -1,474 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 121,485 shares; 2025Q4: 343,267 shares; 2026Q1: 528,873 shares 528,873 $15.3M 0.02% +185,606 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,330 shares; 2024Q4: 534,077 shares; 2025Q1: 614,554 shares; 2025Q2: 581,346 shares; 2025Q3: 603,009 shares; 2025Q4: 583,373 shares; 2026Q1: 610,422 shares 610,422 $15.2M 0.02% +27,049 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,816 shares; 2024Q4: 309,349 shares; 2025Q1: 310,077 shares; 2025Q2: 245,010 shares; 2025Q3: 193,384 shares; 2025Q4: 182,485 shares; 2026Q1: 153,604 shares 153,604 $15.2M 0.02% -28,881 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446,985 shares; 2025Q1: 534,565 shares; 2025Q2: 544,755 shares; 2025Q3: 550,593 shares; 2025Q4: 555,602 shares; 2026Q1: 601,015 shares 601,015 $15.2M 0.02% +45,413 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,943 shares; 2024Q4: 40,299 shares; 2025Q1: 41,717 shares; 2025Q2: 44,409 shares; 2025Q3: 52,260 shares; 2025Q4: 55,573 shares; 2026Q1: 47,712 shares 47,712 $15.2M 0.02% -7,861 Timeline IBIK 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: 767,581 shares; 2025Q2: 816,457 shares; 2025Q3: 879,641 shares; 2025Q4: 891,168 shares; 2026Q1: 589,398 shares 589,398 $15.2M 0.02% -301,770 Timeline VHT 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: 94,718 shares; 2024Q4: 79,016 shares; 2025Q1: 77,715 shares; 2025Q2: 59,477 shares; 2025Q3: 56,874 shares; 2025Q4: 54,583 shares; 2026Q1: 55,648 shares 55,648 $15.2M 0.02% +1,065 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,080 shares; 2024Q4: 73,930 shares; 2025Q1: 70,837 shares; 2025Q2: 70,029 shares; 2025Q3: 74,031 shares; 2025Q4: 78,132 shares; 2026Q1: 76,456 shares 76,456 $15.1M 0.02% -1,676 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,725 shares; 2024Q4: 106,764 shares; 2025Q1: 193,081 shares; 2025Q2: 198,181 shares; 2025Q3: 237,047 shares; 2025Q4: 267,582 shares; 2026Q1: 303,987 shares 303,987 $15M 0.02% +36,405 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466,356 shares; 2024Q4: 1,466,356 shares; 2025Q1: 1,466,356 shares; 2025Q2: 1,603,641 shares; 2025Q3: 1,603,641 shares; 2025Q4: 1,603,648 shares; 2026Q1: 1,603,987 shares 1,603,987 $14.9M 0.02% +339 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 106,430 shares; 2025Q1: 169,781 shares; 2025Q2: 177,211 shares; 2025Q3: 179,758 shares; 2025Q4: 185,025 shares; 2026Q1: 191,741 shares 191,741 $14.8M 0.02% +6,716 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,576 shares; 2025Q1: 120,970 shares; 2025Q2: 147,081 shares; 2025Q3: 279,067 shares; 2025Q4: 344,394 shares; 2026Q1: 289,228 shares 289,228 $14.8M 0.02% -55,166 Timeline ITM 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: 64,133 shares; 2024Q4: 364,622 shares; 2025Q1: 358,037 shares; 2025Q2: 344,123 shares; 2025Q3: 341,892 shares; 2025Q4: 326,019 shares; 2026Q1: 318,625 shares 318,625 $14.8M 0.02% -7,394 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,713 shares; 2026Q1: 585,581 shares 585,581 $14.8M 0.02% +215,868 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: 72,636 shares; 2024Q4: 59,082 shares; 2025Q1: 50,825 shares; 2025Q2: 235,820 shares; 2025Q3: 215,419 shares; 2025Q4: 212,176 shares; 2026Q1: 220,212 shares 220,212 $14.8M 0.02% +8,036 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 18,291 shares; 2025Q1: 21,100 shares; 2025Q2: 23,016 shares; 2025Q3: 24,840 shares; 2025Q4: 29,815 shares; 2026Q1: 314,337 shares 314,337 $14.7M 0.02% +284,522 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: 100,353 shares; 2024Q4: 97,060 shares; 2025Q1: 196,015 shares; 2025Q2: 200,262 shares; 2025Q3: 246,896 shares; 2025Q4: 247,836 shares; 2026Q1: 245,163 shares 245,163 $14.7M 0.02% -2,673 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,611 shares; 2026Q1: 374,368 shares 374,368 $14.7M 0.02% +332,757 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,863 shares; 2024Q4: 90,604 shares; 2025Q1: 103,240 shares; 2025Q2: 147,354 shares; 2025Q3: 151,779 shares; 2025Q4: 156,192 shares; 2026Q1: 184,477 shares 184,477 $14.7M 0.02% +28,285 Timeline COWG 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: 81,798 shares; 2024Q4: 309,524 shares; 2025Q1: 311,791 shares; 2025Q2: 391,098 shares; 2025Q3: 425,175 shares; 2025Q4: 429,973 shares; 2026Q1: 431,175 shares 431,175 $14.5M 0.02% +1,202 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: 7,406 shares; 2024Q4: 3,567 shares; 2025Q1: 5,497 shares; 2025Q2: 5,497 shares; 2025Q3: 16,340 shares; 2025Q4: 151,933 shares; 2026Q1: 196,740 shares 196,740 $14.5M 0.02% +44,807 Timeline ESML 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: 326,706 shares; 2024Q4: 326,352 shares; 2025Q1: 319,832 shares; 2025Q2: 297,907 shares; 2025Q3: 298,124 shares; 2025Q4: 305,646 shares; 2026Q1: 308,007 shares 308,007 $14.5M 0.02% +2,361 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,359 shares; 2024Q4: 27,461 shares; 2025Q1: 27,321 shares; 2025Q2: 40,241 shares; 2025Q3: 41,835 shares; 2025Q4: 41,112 shares; 2026Q1: 66,028 shares 66,028 $14.5M 0.02% +24,916 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,001 shares; 2024Q4: 49,596 shares; 2025Q1: 39,197 shares; 2025Q2: 40,548 shares; 2025Q3: 41,024 shares; 2025Q4: 41,156 shares; 2026Q1: 47,440 shares 47,440 $14.4M 0.02% +6,284 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: 129,015 shares; 2024Q4: 137,524 shares; 2025Q1: 132,338 shares; 2025Q2: 129,107 shares; 2025Q3: 151,787 shares; 2025Q4: 279,493 shares; 2026Q1: 287,118 shares 287,118 $14.3M 0.02% +7,625 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: 104,636 shares; 2024Q4: 102,216 shares; 2025Q1: 106,672 shares; 2025Q2: 72,581 shares; 2025Q3: 81,188 shares; 2025Q4: 96,234 shares; 2026Q1: 88,184 shares 88,184 $14.3M 0.02% -8,050 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: 74,837 shares; 2024Q4: 81,394 shares; 2025Q1: 68,080 shares; 2025Q2: 80,825 shares; 2025Q3: 71,840 shares; 2025Q4: 90,256 shares; 2026Q1: 133,425 shares 133,425 $14.3M 0.02% +43,169 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,852 shares; 2024Q4: 40,002 shares; 2025Q1: 25,321 shares; 2025Q2: 29,301 shares; 2025Q3: 30,528 shares; 2025Q4: 22,755 shares; 2026Q1: 93,688 shares 93,688 $14.2M 0.02% +70,933 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,277 shares; 2024Q4: 197,582 shares; 2025Q1: 331,888 shares; 2025Q2: 277,854 shares; 2025Q3: 234,137 shares; 2025Q4: 338,735 shares; 2026Q1: 294,509 shares 294,509 $14.2M 0.02% -44,226 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: 182,588 shares; 2024Q4: 173,411 shares; 2025Q1: 171,394 shares; 2025Q2: 206,114 shares; 2025Q3: 219,956 shares; 2025Q4: 281,122 shares; 2026Q1: 292,921 shares 292,921 $14.1M 0.01% +11,799 Timeline COM 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: 458,375 shares; 2024Q4: 471,606 shares; 2025Q1: 363,985 shares; 2025Q2: 373,135 shares; 2025Q3: 387,032 shares; 2025Q4: 396,308 shares; 2026Q1: 414,894 shares 414,894 $13.9M 0.01% +18,586 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: 141,612 shares; 2024Q4: 171,224 shares; 2025Q1: 194,743 shares; 2025Q2: 197,233 shares; 2025Q3: 197,658 shares; 2025Q4: 134,428 shares; 2026Q1: 144,066 shares 144,066 $13.9M 0.01% +9,638 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,061 shares; 2024Q4: 468,082 shares; 2025Q1: 388,942 shares; 2025Q2: 415,845 shares; 2025Q3: 436,147 shares; 2025Q4: 452,598 shares; 2026Q1: 516,279 shares 516,279 $13.9M 0.01% +63,681 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,695 shares; 2024Q4: 41,390 shares; 2025Q1: 483,556 shares; 2025Q2: 516,212 shares; 2025Q3: 429,163 shares; 2025Q4: 409,414 shares; 2026Q1: 438,488 shares 438,488 $13.9M 0.01% +29,074 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,792 shares; 2024Q4: 258,766 shares; 2025Q1: 280,148 shares; 2025Q2: 275,067 shares; 2025Q3: 273,507 shares; 2025Q4: 263,719 shares; 2026Q1: 283,142 shares 283,142 $13.9M 0.01% +19,423 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,148 shares; 2024Q4: 65,551 shares; 2025Q1: 63,092 shares; 2025Q2: 60,731 shares; 2025Q3: 59,682 shares; 2025Q4: 58,814 shares; 2026Q1: 57,759 shares 57,759 $13.8M 0.01% -1,055 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577,592 shares; 2024Q4: 574,662 shares; 2025Q1: 526,228 shares; 2025Q2: 565,412 shares; 2025Q3: 545,146 shares; 2025Q4: 418,252 shares; 2026Q1: 192,659 shares 192,659 $13.8M 0.01% -225,593 Timeline USSH 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: 66,492 shares; 2025Q2: 105,417 shares; 2025Q3: 238,507 shares; 2025Q4: 253,077 shares; 2026Q1: 271,569 shares 271,569 $13.7M 0.01% +18,492 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,657 shares; 2024Q4: 27,963 shares; 2025Q1: 29,971 shares; 2025Q2: 30,759 shares; 2025Q3: 32,611 shares; 2025Q4: 44,547 shares; 2026Q1: 59,431 shares 59,431 $13.7M 0.01% +14,884 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: 65,219 shares; 2024Q4: 75,423 shares; 2025Q1: 79,538 shares; 2025Q2: 132,675 shares; 2025Q3: 131,458 shares; 2025Q4: 122,068 shares; 2026Q1: 128,166 shares 128,166 $13.7M 0.01% +6,098 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: 192,684 shares; 2024Q4: 200,289 shares; 2025Q1: 84,027 shares; 2025Q2: 79,608 shares; 2025Q3: 75,569 shares; 2025Q4: 74,573 shares; 2026Q1: 69,298 shares 69,298 $13.6M 0.01% -5,275 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,816 shares; 2024Q4: 155,011 shares; 2025Q1: 199,513 shares; 2025Q2: 138,348 shares; 2025Q3: 164,494 shares; 2025Q4: 175,372 shares; 2026Q1: 293,410 shares 293,410 $13.6M 0.01% +118,038 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,451 shares; 2024Q4: 94,782 shares; 2025Q1: 85,195 shares; 2025Q2: 270,329 shares; 2025Q3: 129,528 shares; 2025Q4: 123,091 shares; 2026Q1: 147,231 shares 147,231 $13.6M 0.01% +24,140 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,338 shares; 2024Q4: 38,596 shares; 2025Q1: 43,738 shares; 2025Q2: 38,723 shares; 2025Q3: 40,965 shares; 2025Q4: 42,030 shares; 2026Q1: 42,170 shares 42,170 $13.6M 0.01% +140 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: 1,334 shares; 2024Q4: 3,072 shares; 2025Q1: 2,933 shares; 2025Q2: 3,629 shares; 2025Q3: 4,363 shares; 2025Q4: 8,807 shares; 2026Q1: 16,081 shares 16,081 $13.6M 0.01% +7,274 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,092 shares; 2024Q4: 285,843 shares; 2025Q1: 292,399 shares; 2025Q2: 299,205 shares; 2025Q3: 307,858 shares; 2025Q4: 308,705 shares; 2026Q1: 310,863 shares 310,863 $13.6M 0.01% +2,158 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,795 shares; 2024Q4: 166,827 shares; 2025Q1: 164,193 shares; 2025Q2: 185,881 shares; 2025Q3: 191,964 shares; 2025Q4: 167,985 shares; 2026Q1: 167,258 shares 167,258 $13.5M 0.01% -727 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,803 shares; 2024Q4: 441,238 shares; 2025Q1: 458,174 shares; 2025Q2: 450,185 shares; 2025Q3: 449,308 shares; 2025Q4: 469,970 shares; 2026Q1: 469,953 shares 469,953 $13.5M 0.01% -17 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: 168,672 shares; 2024Q4: 159,583 shares; 2025Q1: 141,473 shares; 2025Q2: 197,003 shares; 2025Q3: 206,717 shares; 2025Q4: 198,894 shares; 2026Q1: 199,631 shares 199,631 $13.5M 0.01% +737 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,666 shares; 2024Q4: 773,175 shares; 2025Q1: 854,969 shares; 2025Q2: 949,827 shares; 2025Q3: 656,779 shares; 2025Q4: 623,970 shares; 2026Q1: 1,218,356 shares 1,218,356 $13.5M 0.01% +594,386 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,764 shares; 2025Q1: 3,615 shares; 2025Q2: 72,806 shares; 2025Q3: 76,219 shares; 2025Q4: 88,093 shares; 2026Q1: 124,643 shares 124,643 $13.5M 0.01% +36,550 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,446 shares; 2024Q4: 204,004 shares; 2025Q1: 203,472 shares; 2025Q2: 186,486 shares; 2025Q3: 187,558 shares; 2025Q4: 157,830 shares; 2026Q1: 191,074 shares 191,074 $13.4M 0.01% +33,244 Timeline VOX 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: 69,054 shares; 2024Q4: 73,026 shares; 2025Q1: 72,010 shares; 2025Q2: 72,199 shares; 2025Q3: 75,189 shares; 2025Q4: 74,594 shares; 2026Q1: 73,696 shares 73,696 $13.3M 0.01% -898 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,442 shares; 2024Q4: 39,619 shares; 2025Q1: 38,298 shares; 2025Q2: 37,659 shares; 2025Q3: 39,987 shares; 2025Q4: 30,661 shares; 2026Q1: 30,510 shares 30,510 $13.2M 0.01% -151 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 105,771 shares; 2025Q1: 108,423 shares; 2025Q2: 179,872 shares; 2025Q3: 182,557 shares; 2025Q4: 172,495 shares; 2026Q1: 209,968 shares 209,968 $13.2M 0.01% +37,473 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: 451,980 shares; 2024Q4: 415,630 shares; 2025Q1: 107,588 shares; 2025Q2: 106,863 shares; 2025Q3: 119,097 shares; 2025Q4: 272,141 shares; 2026Q1: 118,193 shares 118,193 $13.2M 0.01% -153,948 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,227 shares; 2024Q4: 434,487 shares; 2025Q1: 288,882 shares; 2025Q2: 289,589 shares; 2025Q3: 286,497 shares; 2025Q4: 289,523 shares; 2026Q1: 279,366 shares 279,366 $13.1M 0.01% -10,157 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: 943,769 shares; 2024Q4: 780,650 shares; 2025Q1: 783,292 shares; 2025Q2: 898,862 shares; 2025Q3: 914,611 shares; 2025Q4: 928,105 shares; 2026Q1: 911,815 shares 911,815 $13.1M 0.01% -16,290 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: 121,462 shares; 2024Q4: 80,460 shares; 2025Q1: 140,630 shares; 2025Q2: 160,646 shares; 2025Q3: 179,632 shares; 2025Q4: 181,052 shares; 2026Q1: 179,803 shares 179,803 $13.1M 0.01% -1,249 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394,466 shares; 2025Q2: 516,462 shares; 2025Q3: 536,654 shares; 2025Q4: 456,108 shares; 2026Q1: 455,369 shares 455,369 $13.1M 0.01% -739 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,477 shares; 2024Q4: 223,948 shares; 2025Q1: 127,166 shares; 2025Q2: 131,354 shares; 2025Q3: 137,875 shares; 2025Q4: 139,715 shares; 2026Q1: 136,275 shares 136,275 $13.1M 0.01% -3,440 Timeline EVAC EQV VENTURES AC CORP. II More: the full row for EQV VENTURES AC CORP. II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248,940 shares; 2025Q4: 1,375,075 shares; 2026Q1: 1,293,765 shares 1,293,765 $13.1M 0.01% -81,310 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,631 shares; 2024Q4: 142,903 shares; 2025Q1: 165,775 shares; 2025Q2: 169,639 shares; 2025Q3: 164,705 shares; 2025Q4: 342,979 shares; 2026Q1: 250,546 shares 250,546 $13M 0.01% -92,433 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: 828,416 shares; 2024Q4: 954,931 shares; 2025Q1: 1,022,153 shares; 2025Q2: 968,010 shares; 2025Q3: 1,001,992 shares; 2025Q4: 1,063,751 shares; 2026Q1: 1,121,251 shares 1,121,251 $12.9M 0.01% +57,500 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,265 shares; 2024Q4: 85,367 shares; 2025Q1: 80,505 shares; 2025Q2: 72,047 shares; 2025Q3: 81,338 shares; 2025Q4: 78,322 shares; 2026Q1: 76,468 shares 76,468 $12.9M 0.01% -1,854 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,149 shares; 2024Q4: 229,855 shares; 2025Q1: 214,575 shares; 2025Q2: 195,412 shares; 2025Q3: 402,013 shares; 2025Q4: 418,636 shares; 2026Q1: 519,646 shares 519,646 $12.9M 0.01% +101,010 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,817 shares; 2024Q4: 67,202 shares; 2025Q1: 73,334 shares; 2025Q2: 77,742 shares; 2025Q3: 75,618 shares; 2025Q4: 74,630 shares; 2026Q1: 76,384 shares 76,384 $12.9M 0.01% +1,754 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: 18,744 shares; 2024Q4: 33,909 shares; 2025Q1: 22,239 shares; 2025Q2: 25,117 shares; 2025Q3: 96,396 shares; 2025Q4: 105,761 shares; 2026Q1: 73,866 shares 73,866 $12.9M 0.01% -31,895 Timeline RPV 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: 140,201 shares; 2024Q4: 135,315 shares; 2025Q1: 125,092 shares; 2025Q2: 124,054 shares; 2025Q3: 123,416 shares; 2025Q4: 120,399 shares; 2026Q1: 120,023 shares 120,023 $12.9M 0.01% -376 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,387 shares; 2024Q4: 435,231 shares; 2025Q1: 222,861 shares; 2025Q2: 199,407 shares; 2025Q3: 188,157 shares; 2025Q4: 164,292 shares; 2026Q1: 151,790 shares 151,790 $12.9M 0.01% -12,502 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: 180,103 shares; 2024Q4: 189,961 shares; 2025Q1: 188,837 shares; 2025Q2: 185,178 shares; 2025Q3: 197,437 shares; 2025Q4: 197,608 shares; 2026Q1: 220,423 shares 220,423 $12.9M 0.01% +22,815 Timeline SFLR 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: 424,802 shares; 2025Q3: 338,160 shares; 2025Q4: 335,256 shares; 2026Q1: 363,843 shares 363,843 $12.9M 0.01% +28,587 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,712 shares; 2024Q4: 87,795 shares; 2025Q1: 100,822 shares; 2025Q2: 100,383 shares; 2025Q3: 94,618 shares; 2025Q4: 98,445 shares; 2026Q1: 114,078 shares 114,078 $12.8M 0.01% +15,633 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 28,079 shares; 2025Q3: 36,365 shares; 2025Q4: 40,234 shares; 2026Q1: 253,938 shares 253,938 $12.8M 0.01% +213,704 Timeline MLN 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: 1,672,192 shares; 2024Q4: 1,529,679 shares; 2025Q1: 1,600,503 shares; 2025Q2: 1,497,812 shares; 2025Q3: 1,390,831 shares; 2025Q4: 1,017,469 shares; 2026Q1: 729,653 shares 729,653 $12.7M 0.01% -287,816 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,734 shares; 2024Q4: 17,651 shares; 2025Q1: 14,973 shares; 2025Q2: 41,518 shares; 2025Q3: 24,593 shares; 2025Q4: 35,293 shares; 2026Q1: 47,036 shares 47,036 $12.7M 0.01% +11,743 Timeline PINK 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: 77,280 shares; 2024Q4: 40,831 shares; 2025Q1: 172,222 shares; 2025Q2: 173,899 shares; 2025Q3: 292,125 shares; 2025Q4: 383,578 shares; 2026Q1: 377,893 shares 377,893 $12.7M 0.01% -5,685 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,926 shares; 2024Q4: 129,439 shares; 2025Q1: 128,425 shares; 2025Q2: 131,116 shares; 2025Q3: 137,560 shares; 2025Q4: 134,311 shares; 2026Q1: 135,647 shares 135,647 $12.7M 0.01% +1,336 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: 3,403 shares; 2024Q4: 3,469 shares; 2025Q1: 5,242 shares; 2025Q2: 5,440 shares; 2025Q3: 6,254 shares; 2025Q4: 7,100 shares; 2026Q1: 17,988 shares 17,988 $12.6M 0.01% +10,888 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: 48,671 shares; 2024Q4: 69,596 shares; 2025Q1: 110,353 shares; 2025Q2: 59,167 shares; 2025Q3: 87,057 shares; 2025Q4: 79,772 shares; 2026Q1: 54,549 shares 54,549 $12.6M 0.01% -25,223 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,614 shares; 2024Q4: 573,613 shares; 2025Q1: 520,059 shares; 2025Q2: 252,392 shares; 2025Q3: 344,017 shares; 2025Q4: 322,829 shares; 2026Q1: 291,969 shares 291,969 $12.6M 0.01% -30,860 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,097 shares; 2024Q4: 439,716 shares; 2025Q1: 469,734 shares; 2025Q2: 471,132 shares; 2025Q3: 472,601 shares; 2025Q4: 477,287 shares; 2026Q1: 459,189 shares 459,189 $12.5M 0.01% -18,098 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,942 shares; 2024Q4: 120,057 shares; 2025Q1: 119,767 shares; 2025Q2: 121,223 shares; 2025Q3: 123,961 shares; 2025Q4: 133,492 shares; 2026Q1: 137,096 shares 137,096 $12.5M 0.01% +3,604 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,771 shares; 2024Q4: 57,289 shares; 2025Q1: 59,749 shares; 2025Q2: 139,867 shares; 2025Q3: 173,226 shares; 2025Q4: 178,013 shares; 2026Q1: 171,739 shares 171,739 $12.4M 0.01% -6,274 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,379 shares; 2024Q4: 173,955 shares; 2025Q1: 182,689 shares; 2025Q2: 184,383 shares; 2025Q3: 185,070 shares; 2025Q4: 185,029 shares; 2026Q1: 182,344 shares 182,344 $12.4M 0.01% -2,685 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,352 shares; 2024Q4: 421,922 shares; 2025Q1: 429,903 shares; 2025Q2: 383,723 shares; 2025Q3: 412,543 shares; 2025Q4: 435,663 shares; 2026Q1: 520,969 shares 520,969 $12.3M 0.01% +85,306 Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194,271 shares; 2026Q1: 267,894 shares 267,894 $12.3M 0.01% +73,623 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,755 shares; 2024Q4: 232,562 shares; 2025Q1: 217,576 shares; 2025Q2: 233,812 shares; 2025Q3: 148,036 shares; 2025Q4: 147,020 shares; 2026Q1: 151,834 shares 151,834 $12.2M 0.01% +4,814 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,646 shares; 2024Q4: 156,024 shares; 2025Q1: 172,692 shares; 2025Q2: 157,239 shares; 2025Q3: 147,419 shares; 2025Q4: 141,063 shares; 2026Q1: 115,905 shares 115,905 $12.2M 0.01% -25,158 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: 27,325 shares; 2024Q4: 29,235 shares; 2025Q1: 27,927 shares; 2025Q2: 25,439 shares; 2025Q3: 24,510 shares; 2025Q4: 24,465 shares; 2026Q1: 24,863 shares 24,863 $12.2M 0.01% +398 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,553 shares; 2024Q4: 75,577 shares; 2025Q1: 123,740 shares; 2025Q2: 141,115 shares; 2025Q3: 142,940 shares; 2025Q4: 128,051 shares; 2026Q1: 101,185 shares 101,185 $12.1M 0.01% -26,866 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: 141,773 shares; 2024Q4: 48,107 shares; 2025Q1: 202,151 shares; 2025Q2: 118,557 shares; 2025Q3: 84,262 shares; 2025Q4: 69,202 shares; 2026Q1: 60,958 shares 60,958 $12.1M 0.01% -8,244 Timeline CEPF CANTOR EQUITY PARTNERS IV IN More: the full row for CANTOR EQUITY PARTNERS IV IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524,327 shares; 2025Q4: 1,339,594 shares; 2026Q1: 1,182,550 shares 1,182,550 $12.1M 0.01% -157,044 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523,571 shares; 2024Q4: 1,561,283 shares; 2025Q1: 1,434,868 shares; 2025Q2: 1,463,113 shares; 2025Q3: 1,461,100 shares; 2025Q4: 1,067,586 shares; 2026Q1: 1,066,957 shares 1,066,957 $12M 0.01% -629 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,928 shares; 2024Q4: 100,439 shares; 2025Q1: 101,622 shares; 2025Q2: 102,508 shares; 2025Q3: 103,041 shares; 2025Q4: 96,301 shares; 2026Q1: 98,110 shares 98,110 $12M 0.01% +1,809 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: 79,897 shares; 2024Q4: 83,944 shares; 2025Q1: 56,849 shares; 2025Q2: 51,707 shares; 2025Q3: 52,040 shares; 2025Q4: 70,519 shares; 2026Q1: 70,904 shares 70,904 $12M 0.01% +385 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,577 shares; 2024Q4: 104,424 shares; 2025Q1: 255,076 shares; 2025Q2: 590,437 shares; 2025Q3: 665,793 shares; 2025Q4: 280,316 shares; 2026Q1: 254,640 shares 254,640 $11.9M 0.01% -25,676 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: 5,865 shares; 2024Q4: 5,255 shares; 2025Q1: 7,858 shares; 2025Q2: 8,175 shares; 2025Q3: 7,887 shares; 2025Q4: 7,505 shares; 2026Q1: 6,850 shares 6,850 $11.8M 0.01% -655 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,879 shares; 2024Q4: 139,624 shares; 2025Q1: 141,830 shares; 2025Q2: 111,135 shares; 2025Q3: 134,112 shares; 2025Q4: 141,326 shares; 2026Q1: 147,384 shares 147,384 $11.8M 0.01% +6,058 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,444 shares; 2024Q4: 28,410 shares; 2025Q1: 28,936 shares; 2025Q2: 38,936 shares; 2025Q3: 40,750 shares; 2025Q4: 41,347 shares; 2026Q1: 60,014 shares 60,014 $11.8M 0.01% +18,667 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: 271,735 shares; 2024Q4: 271,756 shares; 2025Q1: 260,489 shares; 2025Q2: 273,723 shares; 2025Q3: 285,507 shares; 2025Q4: 294,007 shares; 2026Q1: 301,640 shares 301,640 $11.8M 0.01% +7,633 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: 193,056 shares; 2024Q4: 137,744 shares; 2025Q1: 152,564 shares; 2025Q2: 150,880 shares; 2025Q3: 156,062 shares; 2025Q4: 163,624 shares; 2026Q1: 174,506 shares 174,506 $11.7M 0.01% +10,882 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: 31,730 shares; 2024Q4: 43,650 shares; 2025Q1: 43,659 shares; 2025Q2: 56,618 shares; 2025Q3: 60,719 shares; 2025Q4: 69,603 shares; 2026Q1: 79,472 shares 79,472 $11.6M 0.01% +9,869 Timeline BCSS BAIN CAP GSS INVT CORP More: the full row for BAIN CAP GSS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185,749 shares; 2026Q1: 1,138,966 shares 1,138,966 $11.5M 0.01% -46,783 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,433 shares; 2024Q4: 166,199 shares; 2025Q1: 180,632 shares; 2025Q2: 171,466 shares; 2025Q3: 146,963 shares; 2025Q4: 139,735 shares; 2026Q1: 161,633 shares 161,633 $11.4M 0.01% +21,898 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,403 shares; 2024Q4: 86,540 shares; 2025Q1: 78,499 shares; 2025Q2: 90,082 shares; 2025Q3: 88,608 shares; 2025Q4: 83,737 shares; 2026Q1: 86,469 shares 86,469 $11.4M 0.01% +2,732 Timeline SPTL 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: 137,344 shares; 2024Q4: 127,571 shares; 2025Q1: 134,312 shares; 2025Q2: 133,109 shares; 2025Q3: 106,747 shares; 2025Q4: 256,655 shares; 2026Q1: 431,867 shares 431,867 $11.4M 0.01% +175,212 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: 26,928 shares; 2024Q4: 22,569 shares; 2025Q1: 23,253 shares; 2025Q2: 23,780 shares; 2025Q3: 32,732 shares; 2025Q4: 30,411 shares; 2026Q1: 33,934 shares 33,934 $11.3M 0.01% +3,523 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,368 shares; 2024Q4: 47,232 shares; 2025Q1: 50,264 shares; 2025Q2: 136,577 shares; 2025Q3: 141,301 shares; 2025Q4: 135,671 shares; 2026Q1: 163,317 shares 163,317 $11.3M 0.01% +27,646 Timeline MXI 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: 94,130 shares; 2024Q4: 100,330 shares; 2025Q1: 102,445 shares; 2025Q2: 104,848 shares; 2025Q3: 105,540 shares; 2025Q4: 105,893 shares; 2026Q1: 106,554 shares 106,554 $11.3M 0.01% +661 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 46,954 shares; 2025Q1: 63,077 shares; 2025Q2: 50,141 shares; 2025Q3: 54,605 shares; 2025Q4: 50,231 shares; 2026Q1: 42,555 shares 42,555 $11.3M 0.01% -7,676 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: 345,260 shares; 2024Q4: 345,154 shares; 2025Q1: 266,887 shares; 2025Q2: 280,483 shares; 2025Q3: 292,841 shares; 2025Q4: 298,881 shares; 2026Q1: 247,855 shares 247,855 $11.3M 0.01% -51,026 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: 95,277 shares; 2024Q4: 88,917 shares; 2025Q1: 79,907 shares; 2025Q2: 69,792 shares; 2025Q3: 67,273 shares; 2025Q4: 63,185 shares; 2026Q1: 62,721 shares 62,721 $11.3M 0.01% -464 Timeline UAE 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: 463,898 shares; 2026Q1: 605,120 shares 605,120 $11.3M 0.01% +141,222 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: 131,579 shares; 2024Q4: 122,581 shares; 2025Q1: 121,789 shares; 2025Q2: 104,458 shares; 2025Q3: 121,936 shares; 2025Q4: 119,085 shares; 2026Q1: 113,481 shares 113,481 $11.3M 0.01% -5,604 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,494 shares; 2024Q4: 135,244 shares; 2025Q1: 155,951 shares; 2025Q2: 195,999 shares; 2025Q3: 180,424 shares; 2025Q4: 152,521 shares; 2026Q1: 149,354 shares 149,354 $11.3M 0.01% -3,167 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,880 shares; 2025Q1: 24,190 shares; 2025Q2: 55,369 shares; 2025Q3: 46,388 shares; 2025Q4: 48,103 shares; 2026Q1: 229,900 shares 229,900 $11.3M 0.01% +181,797 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 50,412 shares; 2025Q1: 52,822 shares; 2025Q2: 53,344 shares; 2025Q3: 54,244 shares; 2025Q4: 45,767 shares; 2026Q1: 52,507 shares 52,507 $11.3M 0.01% +6,740 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,340 shares; 2024Q4: 667,606 shares; 2025Q1: 677,563 shares; 2025Q2: 645,134 shares; 2025Q3: 645,371 shares; 2025Q4: 656,319 shares; 2026Q1: 645,358 shares 645,358 $11.2M 0.01% -10,961 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,668 shares; 2024Q4: 40,004 shares; 2025Q1: 36,155 shares; 2025Q2: 40,059 shares; 2025Q3: 35,670 shares; 2025Q4: 36,887 shares; 2026Q1: 40,721 shares 40,721 $11.2M 0.01% +3,834 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752,992 shares; 2024Q4: 726,418 shares; 2025Q1: 745,978 shares; 2025Q2: 1,003,344 shares; 2025Q3: 1,016,200 shares; 2025Q4: 1,017,643 shares; 2026Q1: 979,220 shares 979,220 $11.2M 0.01% -38,423 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,054 shares; 2024Q4: 78,755 shares; 2025Q1: 73,354 shares; 2025Q2: 72,323 shares; 2025Q3: 73,073 shares; 2025Q4: 81,046 shares; 2026Q1: 92,336 shares 92,336 $11.2M 0.01% +11,290 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 215,529 shares; 2025Q4: 199,995 shares; 2026Q1: 238,101 shares 238,101 $11.2M 0.01% +38,106 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: 758,648 shares; 2024Q4: 447,393 shares; 2025Q1: 363,680 shares; 2025Q2: 312,908 shares; 2025Q3: 261,907 shares; 2025Q4: 254,256 shares; 2026Q1: 248,207 shares 248,207 $11.1M 0.01% -6,049 Timeline VPU 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: 27,944 shares; 2024Q4: 26,356 shares; 2025Q1: 42,684 shares; 2025Q2: 46,008 shares; 2025Q3: 50,179 shares; 2025Q4: 52,028 shares; 2026Q1: 55,646 shares 55,646 $11M 0.01% +3,618 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,157 shares; 2024Q4: 239,622 shares; 2025Q1: 265,358 shares; 2025Q2: 324,287 shares; 2025Q3: 271,744 shares; 2025Q4: 369,093 shares; 2026Q1: 427,008 shares 427,008 $11M 0.01% +57,915 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,447 shares; 2024Q4: 177,122 shares; 2025Q1: 227,210 shares; 2025Q2: 271,535 shares; 2025Q3: 1,071,570 shares; 2025Q4: 431,857 shares; 2026Q1: 565,346 shares 565,346 $11M 0.01% +133,489 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,601 shares; 2024Q4: 59,698 shares; 2025Q1: 79,540 shares; 2025Q2: 77,744 shares; 2025Q3: 70,530 shares; 2025Q4: 69,063 shares; 2026Q1: 68,402 shares 68,402 $11M 0.01% -661 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,099 shares; 2025Q1: 247,299 shares; 2025Q2: 233,185 shares; 2025Q3: 242,760 shares; 2025Q4: 288,137 shares; 2026Q1: 209,656 shares 209,656 $10.9M 0.01% -78,481 Timeline LRGF 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: 229,902 shares; 2024Q4: 179,163 shares; 2025Q1: 169,144 shares; 2025Q2: 166,162 shares; 2025Q3: 166,963 shares; 2025Q4: 164,706 shares; 2026Q1: 165,052 shares 165,052 $10.9M 0.01% +346 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,571 shares; 2024Q4: 172,729 shares; 2025Q1: 214,125 shares; 2025Q2: 187,447 shares; 2025Q3: 161,020 shares; 2025Q4: 193,142 shares; 2026Q1: 240,903 shares 240,903 $10.9M 0.01% +47,761 Timeline MBVI M3-BRIGADE ACQUISITION VI CO More: the full row for M3-BRIGADE ACQUISITION VI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133,688 shares; 2026Q1: 1,082,900 shares 1,082,900 $10.9M 0.01% -50,788 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,649 shares; 2024Q4: 64,034 shares; 2025Q1: 79,804 shares; 2025Q2: 97,583 shares; 2025Q3: 84,612 shares; 2025Q4: 110,626 shares; 2026Q1: 156,909 shares 156,909 $10.8M 0.01% +46,283 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: 262,839 shares; 2024Q4: 249,394 shares; 2025Q1: 242,636 shares; 2025Q2: 263,404 shares; 2025Q3: 271,102 shares; 2025Q4: 266,348 shares; 2026Q1: 271,858 shares 271,858 $10.8M 0.01% +5,510 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 150,458 shares; 2025Q1: 167,904 shares; 2025Q2: 161,312 shares; 2025Q3: 161,674 shares; 2025Q4: 158,448 shares; 2026Q1: 169,050 shares 169,050 $10.8M 0.01% +10,602 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: 75,373 shares; 2024Q4: 83,654 shares; 2025Q1: 96,120 shares; 2025Q2: 93,208 shares; 2025Q3: 91,269 shares; 2025Q4: 74,530 shares; 2026Q1: 73,860 shares 73,860 $10.8M 0.01% -670 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293,321 shares; 2025Q1: 292,481 shares; 2025Q2: 302,970 shares; 2025Q3: 317,808 shares; 2025Q4: 347,474 shares; 2026Q1: 360,099 shares 360,099 $10.8M 0.01% +12,625 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,174 shares; 2024Q4: 85,544 shares; 2025Q1: 109,124 shares; 2025Q2: 110,088 shares; 2025Q3: 106,744 shares; 2025Q4: 105,361 shares; 2026Q1: 105,660 shares 105,660 $10.8M 0.01% +299 Timeline FTCS 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: 110,340 shares; 2024Q4: 121,868 shares; 2025Q1: 122,825 shares; 2025Q2: 119,784 shares; 2025Q3: 124,618 shares; 2025Q4: 119,633 shares; 2026Q1: 116,167 shares 116,167 $10.8M 0.01% -3,466 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: 12,794 shares; 2024Q4: 12,746 shares; 2025Q1: 11,872 shares; 2025Q2: 11,419 shares; 2025Q3: 16,448 shares; 2025Q4: 15,577 shares; 2026Q1: 15,816 shares 15,816 $10.8M 0.01% +239 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,644 shares; 2025Q4: 187,627 shares; 2026Q1: 116,333 shares 116,333 $10.8M 0.01% -71,294 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,173 shares; 2024Q4: 143,621 shares; 2025Q1: 131,721 shares; 2025Q2: 140,045 shares; 2025Q3: 141,288 shares; 2025Q4: 135,737 shares; 2026Q1: 146,402 shares 146,402 $10.7M 0.01% +10,665 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,503 shares; 2024Q4: 187,675 shares; 2025Q1: 178,762 shares; 2025Q2: 167,698 shares; 2025Q3: 177,000 shares; 2025Q4: 262,906 shares; 2026Q1: 262,014 shares 262,014 $10.7M 0.01% -892 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: 52,507 shares; 2024Q4: 53,479 shares; 2025Q1: 55,343 shares; 2025Q2: 50,468 shares; 2025Q3: 53,211 shares; 2025Q4: 51,697 shares; 2026Q1: 51,742 shares 51,742 $10.7M 0.01% +45 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: 8,186 shares; 2024Q4: 10,266 shares; 2025Q1: 14,249 shares; 2025Q2: 13,931 shares; 2025Q3: 196,657 shares; 2025Q4: 255,108 shares; 2026Q1: 229,242 shares 229,242 $10.7M 0.01% -25,866 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: 72,703 shares; 2024Q4: 64,127 shares; 2025Q1: 70,011 shares; 2025Q2: 64,368 shares; 2025Q3: 63,009 shares; 2025Q4: 59,496 shares; 2026Q1: 57,699 shares 57,699 $10.7M 0.01% -1,797 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,906 shares; 2025Q2: 426,233 shares; 2025Q3: 570,849 shares; 2025Q4: 581,726 shares; 2026Q1: 591,440 shares 591,440 $10.6M 0.01% +9,714 Timeline SPAB 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: 434,724 shares; 2024Q4: 874,813 shares; 2025Q1: 391,863 shares; 2025Q2: 473,977 shares; 2025Q3: 318,609 shares; 2025Q4: 359,020 shares; 2026Q1: 414,682 shares 414,682 $10.6M 0.01% +55,662 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,212 shares; 2024Q4: 239,056 shares; 2025Q1: 232,231 shares; 2025Q2: 228,616 shares; 2025Q3: 244,270 shares; 2025Q4: 250,883 shares; 2026Q1: 246,221 shares 246,221 $10.6M 0.01% -4,662 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,799 shares; 2024Q4: 62,915 shares; 2025Q1: 65,017 shares; 2025Q2: 65,609 shares; 2025Q3: 66,239 shares; 2025Q4: 64,503 shares; 2026Q1: 67,823 shares 67,823 $10.5M 0.01% +3,320 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: 204,730 shares; 2024Q4: 236,462 shares; 2025Q1: 147,359 shares; 2025Q2: 163,862 shares; 2025Q3: 167,057 shares; 2025Q4: 189,419 shares; 2026Q1: 196,921 shares 196,921 $10.5M 0.01% +7,502 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,691 shares; 2025Q2: 132,723 shares; 2025Q3: 134,431 shares; 2025Q4: 134,419 shares; 2026Q1: 135,243 shares 135,243 $10.5M 0.01% +824 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,427 shares; 2024Q4: 82,721 shares; 2025Q1: 87,027 shares; 2025Q2: 76,190 shares; 2025Q3: 76,585 shares; 2025Q4: 72,522 shares; 2026Q1: 82,081 shares 82,081 $10.5M 0.01% +9,559 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,410 shares; 2025Q1: 7,992 shares; 2025Q2: 8,349 shares; 2025Q3: 8,175 shares; 2025Q4: 7,411 shares; 2026Q1: 7,555 shares 7,555 $10.5M 0.01% +144 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: 145,558 shares; 2024Q4: 125,166 shares; 2025Q1: 118,800 shares; 2025Q2: 142,860 shares; 2025Q3: 149,603 shares; 2025Q4: 156,057 shares; 2026Q1: 182,906 shares 182,906 $10.5M 0.01% +26,849 Timeline BUFB 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: 181,199 shares; 2024Q4: 188,974 shares; 2025Q1: 197,784 shares; 2025Q2: 239,204 shares; 2025Q3: 253,806 shares; 2025Q4: 275,965 shares; 2026Q1: 290,949 shares 290,949 $10.4M 0.01% +14,984 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,960 shares; 2025Q3: 238,616 shares; 2025Q4: 229,194 shares; 2026Q1: 240,266 shares 240,266 $10.4M 0.01% +11,072 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,477 shares; 2024Q4: 194,421 shares; 2025Q1: 228,460 shares; 2025Q2: 229,565 shares; 2025Q3: 253,900 shares; 2025Q4: 278,571 shares; 2026Q1: 291,582 shares 291,582 $10.4M 0.01% +13,011 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,049 shares; 2024Q4: 616,644 shares; 2025Q1: 615,979 shares; 2025Q2: 608,925 shares; 2025Q3: 611,603 shares; 2025Q4: 611,542 shares; 2026Q1: 619,188 shares 619,188 $10.4M 0.01% +7,646 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,871 shares; 2025Q3: 297,670 shares; 2025Q4: 302,492 shares; 2026Q1: 304,274 shares 304,274 $10.3M 0.01% +1,782 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,672 shares; 2024Q4: 56,852 shares; 2025Q1: 57,383 shares; 2025Q2: 57,939 shares; 2025Q3: 66,340 shares; 2025Q4: 50,929 shares; 2026Q1: 47,706 shares 47,706 $10.3M 0.01% -3,223 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: 85,930 shares; 2024Q4: 82,633 shares; 2025Q1: 80,245 shares; 2025Q2: 100,189 shares; 2025Q3: 101,038 shares; 2025Q4: 89,809 shares; 2026Q1: 85,878 shares 85,878 $10.3M 0.01% -3,931 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,108 shares; 2024Q4: 278,866 shares; 2025Q1: 278,924 shares; 2025Q2: 286,171 shares; 2025Q3: 279,101 shares; 2025Q4: 278,330 shares; 2026Q1: 279,753 shares 279,753 $10.2M 0.01% +1,423 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,698 shares; 2024Q4: 342,808 shares; 2025Q1: 338,808 shares; 2025Q2: 338,808 shares; 2025Q3: 327,058 shares; 2025Q4: 327,058 shares; 2026Q1: 327,058 shares 327,058 $10.2M 0.01% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,668 shares; 2024Q4: 205,107 shares; 2025Q1: 158,495 shares; 2025Q2: 103,126 shares; 2025Q3: 91,336 shares; 2025Q4: 97,649 shares; 2026Q1: 94,887 shares 94,887 $10.2M 0.01% -2,762 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: 50,066 shares; 2024Q4: 47,541 shares; 2025Q1: 99,911 shares; 2025Q2: 52,220 shares; 2025Q3: 46,120 shares; 2025Q4: 52,877 shares; 2026Q1: 50,217 shares 50,217 $10.2M 0.01% -2,660 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,743 shares; 2024Q4: 368,145 shares; 2025Q1: 295,736 shares; 2025Q2: 294,006 shares; 2025Q3: 302,717 shares; 2025Q4: 306,984 shares; 2026Q1: 427,512 shares 427,512 $10.2M 0.01% +120,528 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,327 shares; 2024Q4: 868,947 shares; 2025Q1: 875,344 shares; 2025Q2: 888,803 shares; 2025Q3: 886,020 shares; 2025Q4: 900,076 shares; 2026Q1: 911,038 shares 911,038 $10.2M 0.01% +10,962 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,013 shares; 2024Q4: 41,357 shares; 2025Q1: 39,932 shares; 2025Q2: 38,010 shares; 2025Q3: 35,264 shares; 2025Q4: 34,465 shares; 2026Q1: 34,603 shares 34,603 $10.1M 0.01% +138 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: 13,645 shares; 2024Q4: 13,659 shares; 2025Q1: 13,077 shares; 2025Q2: 12,143 shares; 2025Q3: 15,819 shares; 2025Q4: 12,750 shares; 2026Q1: 13,913 shares 13,913 $10.1M 0.01% +1,163 Timeline FTSL 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: 84,632 shares; 2024Q4: 71,904 shares; 2025Q1: 97,566 shares; 2025Q2: 92,298 shares; 2025Q3: 94,169 shares; 2025Q4: 122,646 shares; 2026Q1: 225,897 shares 225,897 $10.1M 0.01% +103,251 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,157 shares; 2025Q2: 24,157 shares; 2025Q3: 24,157 shares; 2025Q4: 23,157 shares; 2026Q1: 245,893 shares 245,893 $10.1M 0.01% +222,736 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,753 shares; 2024Q4: 85,907 shares; 2025Q1: 88,316 shares; 2025Q2: 89,792 shares; 2025Q3: 87,520 shares; 2025Q4: 60,802 shares; 2026Q1: 70,762 shares 70,762 $10.1M 0.01% +9,960 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,788 shares; 2024Q4: 38,353 shares; 2025Q1: 52,390 shares; 2025Q2: 74,175 shares; 2025Q3: 256,720 shares; 2025Q4: 336,208 shares; 2026Q1: 385,423 shares 385,423 $10M 0.01% +49,215 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592,502 shares; 2024Q4: 1,592,231 shares; 2025Q1: 1,592,476 shares; 2025Q2: 1,592,476 shares; 2025Q3: 1,592,476 shares; 2025Q4: 1,590,843 shares; 2026Q1: 1,594,513 shares 1,594,513 $10M 0.01% +3,670 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 32,113 shares; 2025Q1: 25,918 shares; 2025Q2: 33,039 shares; 2025Q3: 34,404 shares; 2025Q4: 35,556 shares; 2026Q1: 36,606 shares 36,606 $10M 0.01% +1,050 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272,268 shares; 2025Q1: 209,111 shares; 2025Q2: 204,514 shares; 2025Q3: 204,803 shares; 2025Q4: 199,857 shares; 2026Q1: 201,643 shares 201,643 $10M 0.01% +1,786 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: 92,842 shares; 2024Q4: 122,228 shares; 2025Q1: 108,093 shares; 2025Q2: 52,629 shares; 2025Q3: 65,832 shares; 2025Q4: 70,664 shares; 2026Q1: 206,276 shares 206,276 $9.99M 0.01% +135,612 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 53,519 shares; 2025Q1: 53,364 shares; 2025Q2: 49,112 shares; 2025Q3: 50,488 shares; 2025Q4: 50,353 shares; 2026Q1: 47,726 shares 47,726 $9.98M 0.01% -2,627 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,694 shares; 2024Q4: 135,920 shares; 2025Q1: 135,422 shares; 2025Q2: 138,271 shares; 2025Q3: 232,941 shares; 2025Q4: 385,957 shares; 2026Q1: 523,479 shares 523,479 $9.95M 0.01% +137,522 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,017 shares; 2024Q4: 218,609 shares; 2025Q1: 220,189 shares; 2025Q2: 212,366 shares; 2025Q3: 202,514 shares; 2025Q4: 199,468 shares; 2026Q1: 194,450 shares 194,450 $9.82M 0.01% -5,018 Timeline KOCT 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: 19,268 shares; 2024Q4: 42,801 shares; 2025Q1: 42,801 shares; 2025Q2: 40,195 shares; 2025Q3: 40,195 shares; 2025Q4: 42,455 shares; 2026Q1: 287,554 shares 287,554 $9.76M 0.01% +245,099 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 30,375 shares; 2025Q1: 22,549 shares; 2025Q2: 23,723 shares; 2025Q3: 15,918 shares; 2025Q4: 87,863 shares; 2026Q1: 72,451 shares 72,451 $9.76M 0.01% -15,412 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,082 shares; 2024Q4: 134,286 shares; 2025Q1: 77,714 shares; 2025Q2: 85,303 shares; 2025Q3: 194,412 shares; 2025Q4: 194,734 shares; 2026Q1: 193,766 shares 193,766 $9.75M 0.01% -968 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: 18,432 shares; 2024Q4: 40,915 shares; 2025Q1: 33,027 shares; 2025Q2: 98,878 shares; 2025Q3: 83,985 shares; 2025Q4: 145,751 shares; 2026Q1: 228,491 shares 228,491 $9.7M 0.01% +82,740 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,686 shares; 2024Q4: 417,687 shares; 2025Q1: 421,835 shares; 2025Q2: 398,179 shares; 2025Q3: 406,034 shares; 2025Q4: 430,162 shares; 2026Q1: 433,814 shares 433,814 $9.69M 0.01% +3,652 Timeline QLTI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385,922 shares 385,922 $9.64M 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,151 shares; 2025Q2: 6,298 shares; 2025Q3: 6,597 shares; 2025Q4: 8,301 shares; 2026Q1: 15,082 shares 15,082 $9.58M 0.01% +6,781 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336,053 shares; 2024Q4: 1,212,377 shares; 2025Q1: 1,245,645 shares; 2025Q2: 1,392,660 shares; 2025Q3: 1,442,345 shares; 2025Q4: 1,306,285 shares; 2026Q1: 1,394,580 shares 1,394,580 $9.58M 0.01% +88,295 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,460 shares; 2025Q1: 13,550 shares; 2025Q2: 10,962 shares; 2025Q3: 57,115 shares; 2025Q4: 55,972 shares; 2026Q1: 56,633 shares 56,633 $9.57M 0.01% +661 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 48,551 shares; 2025Q1: 49,537 shares; 2025Q2: 60,947 shares; 2025Q3: 34,270 shares; 2025Q4: 34,275 shares; 2026Q1: 35,886 shares 35,886 $9.55M 0.01% +1,611 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: 97,186 shares; 2024Q4: 98,029 shares; 2025Q1: 124,115 shares; 2025Q2: 120,037 shares; 2025Q3: 116,827 shares; 2025Q4: 114,129 shares; 2026Q1: 116,328 shares 116,328 $9.53M 0.01% +2,199 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: 95,579 shares; 2024Q4: 67,484 shares; 2025Q1: 124,499 shares; 2025Q2: 108,674 shares; 2025Q3: 202,191 shares; 2025Q4: 203,636 shares; 2026Q1: 271,163 shares 271,163 $9.53M 0.01% +67,527 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592,916 shares 592,916 $9.53M 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,852 shares; 2024Q4: 149,805 shares; 2025Q1: 155,449 shares; 2025Q2: 125,796 shares; 2025Q3: 113,830 shares; 2025Q4: 117,315 shares; 2026Q1: 119,530 shares 119,530 $9.51M 0.01% +2,215 Timeline APXT APEX TREAS CORP More: the full row for APEX TREAS 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: 1,139,772 shares; 2026Q1: 956,650 shares 956,650 $9.51M 0.01% -183,122 Timeline TFI 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: 380,574 shares; 2024Q4: 249,398 shares; 2025Q1: 281,724 shares; 2025Q2: 267,236 shares; 2025Q3: 250,410 shares; 2025Q4: 252,187 shares; 2026Q1: 209,482 shares 209,482 $9.5M 0.01% -42,705 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,557 shares; 2025Q2: 188,598 shares; 2025Q3: 195,381 shares; 2025Q4: 228,899 shares; 2026Q1: 186,370 shares 186,370 $9.49M 0.01% -42,529 Timeline EZM 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: 179,143 shares; 2024Q4: 177,751 shares; 2025Q1: 176,429 shares; 2025Q2: 174,756 shares; 2025Q3: 158,435 shares; 2025Q4: 156,080 shares; 2026Q1: 140,645 shares 140,645 $9.45M 0.01% -15,435 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,395 shares; 2024Q4: 51,040 shares; 2025Q1: 55,252 shares; 2025Q2: 61,194 shares; 2025Q3: 63,421 shares; 2025Q4: 63,404 shares; 2026Q1: 65,275 shares 65,275 $9.44M 0.01% +1,871 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,082 shares; 2024Q4: 186,440 shares; 2025Q1: 188,127 shares; 2025Q2: 78,083 shares; 2025Q3: 71,679 shares; 2025Q4: 69,768 shares; 2026Q1: 74,680 shares 74,680 $9.43M 0.01% +4,912 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS 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: 183,012 shares; 2025Q4: 184,019 shares; 2026Q1: 175,943 shares 175,943 $9.43M 0.01% -8,076 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,096 shares; 2024Q4: 188,460 shares; 2025Q1: 172,943 shares; 2025Q2: 171,185 shares; 2025Q3: 168,819 shares; 2025Q4: 233,889 shares; 2026Q1: 232,882 shares 232,882 $9.42M 0.01% -1,007 Timeline BUFF 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: 119,733 shares; 2024Q4: 126,153 shares; 2025Q1: 147,841 shares; 2025Q2: 161,890 shares; 2025Q3: 176,216 shares; 2025Q4: 180,414 shares; 2026Q1: 190,082 shares 190,082 $9.39M 0.01% +9,668 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: 146,982 shares; 2024Q4: 154,920 shares; 2025Q1: 152,340 shares; 2025Q2: 171,006 shares; 2025Q3: 173,325 shares; 2025Q4: 166,282 shares; 2026Q1: 184,987 shares 184,987 $9.37M 0.01% +18,705 Timeline DLS 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: 125,321 shares; 2024Q4: 118,754 shares; 2025Q1: 116,334 shares; 2025Q2: 116,177 shares; 2025Q3: 116,977 shares; 2025Q4: 115,111 shares; 2026Q1: 114,526 shares 114,526 $9.33M 0.01% -585 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,828 shares; 2024Q4: 408,918 shares; 2025Q1: 402,901 shares; 2025Q2: 655,630 shares; 2025Q3: 608,649 shares; 2025Q4: 605,067 shares; 2026Q1: 616,557 shares 616,557 $9.32M 0.01% +11,490 Timeline NSTR VIKING ACQUISITION CORP I More: the full row for VIKING ACQUISITION CORP 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: 969,531 shares; 2026Q1: 929,986 shares 929,986 $9.23M 0.01% -39,545 Timeline IBMS 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: 30,302 shares; 2025Q1: 68,599 shares; 2025Q2: 60,410 shares; 2025Q3: 236,368 shares; 2025Q4: 273,222 shares; 2026Q1: 356,707 shares 356,707 $9.21M 0.01% +83,485 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: 39,304 shares; 2024Q4: 39,330 shares; 2025Q1: 41,415 shares; 2025Q2: 41,712 shares; 2025Q3: 25,668 shares; 2025Q4: 26,079 shares; 2026Q1: 38,644 shares 38,644 $9.21M 0.01% +12,565 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 6,928 shares; 2025Q1: 6,590 shares; 2025Q2: 67,362 shares; 2025Q3: 71,635 shares; 2025Q4: 72,392 shares; 2026Q1: 77,171 shares 77,171 $9.19M 0.01% +4,779 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,477 shares; 2024Q4: 75,056 shares; 2025Q1: 112,417 shares; 2025Q2: 123,941 shares; 2025Q3: 132,889 shares; 2025Q4: 133,229 shares; 2026Q1: 146,462 shares 146,462 $9.18M 0.01% +13,233 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,575 shares; 2024Q4: 78,183 shares; 2025Q1: 76,756 shares; 2025Q2: 78,576 shares; 2025Q3: 72,772 shares; 2025Q4: 50,761 shares; 2026Q1: 50,725 shares 50,725 $9.14M 0.01% -36 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: 11,432 shares; 2024Q4: 8,385 shares; 2025Q1: 11,697 shares; 2025Q2: 8,871 shares; 2025Q3: 10,116 shares; 2025Q4: 11,959 shares; 2026Q1: 49,851 shares 49,851 $9.14M 0.01% +37,892 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 7,094 shares; 2025Q1: 7,650 shares; 2025Q2: 6,231 shares; 2025Q3: 7,322 shares; 2025Q4: 7,122 shares; 2026Q1: 110,049 shares 110,049 $9.14M 0.01% +102,927 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: 152,078 shares; 2024Q4: 136,430 shares; 2025Q1: 113,335 shares; 2025Q2: 60,874 shares; 2025Q3: 61,017 shares; 2025Q4: 61,957 shares; 2026Q1: 97,057 shares 97,057 $9.05M 0.01% +35,100 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: 13,628 shares; 2024Q4: 17,737 shares; 2025Q1: 10,787 shares; 2025Q2: 12,944 shares; 2025Q3: 14,256 shares; 2025Q4: 57,276 shares; 2026Q1: 66,723 shares 66,723 $9.04M 0.01% +9,447 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 13,549 shares; 2025Q1: 9,227 shares; 2025Q2: 7,967 shares; 2025Q3: 8,069 shares; 2025Q4: 8,161 shares; 2026Q1: 8,276 shares 8,276 $9.03M 0.01% +115 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,708 shares; 2024Q4: 113,486 shares; 2025Q1: 231,944 shares; 2025Q2: 105,634 shares; 2025Q3: 72,108 shares; 2025Q4: 66,408 shares; 2026Q1: 178,118 shares 178,118 $9.02M 0.01% +111,710 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: 14,419 shares; 2024Q4: 14,325 shares; 2025Q1: 16,800 shares; 2025Q2: 17,876 shares; 2025Q3: 21,358 shares; 2025Q4: 21,698 shares; 2026Q1: 35,504 shares 35,504 $9.02M 0.01% +13,806 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,264 shares; 2024Q4: 33,425 shares; 2025Q1: 35,366 shares; 2025Q2: 46,595 shares; 2025Q3: 47,973 shares; 2025Q4: 632,963 shares; 2026Q1: 89,914 shares 89,914 $9.01M 0.01% -543,049 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: 29,652 shares; 2024Q4: 33,014 shares; 2025Q1: 33,185 shares; 2025Q2: 32,814 shares; 2025Q3: 33,393 shares; 2025Q4: 37,163 shares; 2026Q1: 52,226 shares 52,226 $8.99M 0.01% +15,063 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,803 shares; 2024Q4: 57,430 shares; 2025Q1: 48,716 shares; 2025Q2: 67,515 shares; 2025Q3: 68,018 shares; 2025Q4: 48,046 shares; 2026Q1: 488,819 shares 488,819 $8.96M 0.01% +440,773 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,287 shares; 2024Q4: 127,872 shares; 2025Q1: 129,788 shares; 2025Q2: 124,358 shares; 2025Q3: 127,918 shares; 2025Q4: 127,370 shares; 2026Q1: 84,659 shares 84,659 $8.95M 0.01% -42,711 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: 341,670 shares; 2024Q4: 141,874 shares; 2025Q1: 137,906 shares; 2025Q2: 137,918 shares; 2025Q3: 392,674 shares; 2025Q4: 590,842 shares; 2026Q1: 125,318 shares 125,318 $8.92M 0.01% -465,524 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: 15,895 shares; 2024Q4: 14,763 shares; 2025Q1: 17,214 shares; 2025Q2: 16,092 shares; 2025Q3: 17,039 shares; 2025Q4: 14,563 shares; 2026Q1: 51,644 shares 51,644 $8.92M 0.01% +37,081 Timeline IBCA 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: 10,629 shares; 2025Q4: 35,233 shares; 2026Q1: 347,452 shares 347,452 $8.91M 0.01% +312,219 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,632 shares; 2024Q4: 72,916 shares; 2025Q1: 80,844 shares; 2025Q2: 83,803 shares; 2025Q3: 85,446 shares; 2025Q4: 82,014 shares; 2026Q1: 83,509 shares 83,509 $8.86M 0.01% +1,495 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 14,458 shares; 2025Q1: 18,741 shares; 2025Q2: 273,150 shares; 2025Q3: 280,153 shares; 2025Q4: 280,892 shares; 2026Q1: 270,155 shares 270,155 $8.84M 0.01% -10,737 Timeline ZAUG 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: 381,910 shares; 2024Q4: 381,910 shares; 2025Q1: 359,807 shares; 2025Q2: 359,807 shares; 2025Q3: 351,940 shares; 2025Q4: 349,385 shares; 2026Q1: 331,774 shares 331,774 $8.83M 0.01% -17,611 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,853 shares; 2024Q4: 32,153 shares; 2025Q1: 18,615 shares; 2025Q2: 16,930 shares; 2025Q3: 24,171 shares; 2025Q4: 25,295 shares; 2026Q1: 22,185 shares 22,185 $8.83M 0.01% -3,110 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,600 shares; 2024Q4: 347,132 shares; 2025Q1: 486,620 shares; 2025Q2: 359,543 shares; 2025Q3: 368,782 shares; 2025Q4: 384,740 shares; 2026Q1: 397,414 shares 397,414 $8.79M 0.01% +12,674 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,579 shares; 2026Q1: 311,090 shares 311,090 $8.75M 0.01% +289,511 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,513 shares; 2024Q4: 61,652 shares; 2025Q1: 97,456 shares; 2025Q2: 127,434 shares; 2025Q3: 127,024 shares; 2025Q4: 128,871 shares; 2026Q1: 133,900 shares 133,900 $8.72M 0.01% +5,029 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: 191,197 shares; 2024Q4: 187,707 shares; 2025Q1: 175,729 shares; 2025Q2: 179,339 shares; 2025Q3: 182,665 shares; 2025Q4: 182,059 shares; 2026Q1: 177,685 shares 177,685 $8.7M 0.01% -4,374 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,363 shares; 2024Q4: 277,856 shares; 2025Q1: 280,235 shares; 2025Q2: 282,398 shares; 2025Q3: 293,291 shares; 2025Q4: 327,825 shares; 2026Q1: 339,668 shares 339,668 $8.68M 0.01% +11,843 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,086 shares; 2026Q1: 119,840 shares 119,840 $8.66M 0.01% +78,754 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: 479,773 shares; 2024Q4: 478,244 shares; 2025Q1: 333,366 shares; 2025Q2: 361,696 shares; 2025Q3: 191,235 shares; 2025Q4: 183,201 shares; 2026Q1: 235,066 shares 235,066 $8.64M 0.01% +51,865 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 5,231 shares; 2025Q1: 7,571 shares; 2025Q2: 17,426 shares; 2025Q3: 45,864 shares; 2025Q4: 68,739 shares; 2026Q1: 79,915 shares 79,915 $8.58M 0.01% +11,176 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,028 shares; 2025Q1: 73,810 shares; 2025Q2: 1,345,510 shares; 2025Q3: 579,489 shares; 2025Q4: 671,775 shares; 2026Q1: 665,494 shares 665,494 $8.56M 0.01% -6,281 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 3,306 shares; 2025Q1: 3,953 shares; 2025Q2: 36,352 shares; 2025Q3: 38,663 shares; 2025Q4: 42,666 shares; 2026Q1: 45,667 shares 45,667 $8.55M 0.01% +3,001 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,016 shares; 2024Q4: 6,620 shares; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 114,786 shares; 2025Q4: 122,558 shares; 2026Q1: 157,202 shares 157,202 $8.51M 0.01% +34,644 Timeline BJAN 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: 147,820 shares; 2024Q4: 144,755 shares; 2025Q1: 165,000 shares; 2025Q2: 164,560 shares; 2025Q3: 163,936 shares; 2025Q4: 158,999 shares; 2026Q1: 159,458 shares 159,458 $8.5M 0.01% +459 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334,224 shares; 2025Q4: 347,848 shares; 2026Q1: 360,449 shares 360,449 $8.46M 0.01% +12,601 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,216 shares; 2024Q4: 129,664 shares; 2025Q1: 124,776 shares; 2025Q2: 133,423 shares; 2025Q3: 152,048 shares; 2025Q4: 179,023 shares; 2026Q1: 169,775 shares 169,775 $8.46M 0.01% -9,248 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,813 shares; 2025Q2: 42,904 shares; 2025Q3: 32,342 shares; 2025Q4: 76,061 shares; 2026Q1: 111,424 shares 111,424 $8.43M 0.01% +35,363 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 20,464 shares; 2025Q1: 76,478 shares; 2025Q2: 60,954 shares; 2025Q3: 67,294 shares; 2025Q4: 67,195 shares; 2026Q1: 38,507 shares 38,507 $8.42M 0.01% -28,688 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,075 shares; 2024Q4: 227,284 shares; 2025Q1: 193,844 shares; 2025Q2: 199,768 shares; 2025Q3: 201,122 shares; 2025Q4: 203,612 shares; 2026Q1: 165,585 shares 165,585 $8.42M 0.01% -38,027 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,243 shares; 2024Q4: 151,559 shares; 2025Q1: 145,902 shares; 2025Q2: 139,726 shares; 2025Q3: 138,017 shares; 2025Q4: 134,268 shares; 2026Q1: 112,753 shares 112,753 $8.4M 0.01% -21,515 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,031 shares; 2024Q4: 89,724 shares; 2025Q1: 90,240 shares; 2025Q2: 106,620 shares; 2025Q3: 119,112 shares; 2025Q4: 132,688 shares; 2026Q1: 144,716 shares 144,716 $8.36M 0.01% +12,028 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,587 shares; 2024Q4: 94,032 shares; 2025Q1: 86,923 shares; 2025Q2: 100,934 shares; 2025Q3: 103,766 shares; 2025Q4: 108,629 shares; 2026Q1: 107,541 shares 107,541 $8.34M 0.01% -1,088 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,549 shares; 2024Q4: 17,383 shares; 2025Q1: 17,593 shares; 2025Q2: 17,750 shares; 2025Q3: 18,890 shares; 2025Q4: 18,104 shares; 2026Q1: 17,189 shares 17,189 $8.34M 0.01% -915 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: 184,043 shares; 2024Q4: 188,499 shares; 2025Q1: 140,190 shares; 2025Q2: 153,558 shares; 2025Q3: 152,062 shares; 2025Q4: 143,228 shares; 2026Q1: 134,433 shares 134,433 $8.32M 0.01% -8,795 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,373 shares; 2024Q4: 345,087 shares; 2025Q1: 360,475 shares; 2025Q2: 363,980 shares; 2025Q3: 376,116 shares; 2025Q4: 383,861 shares; 2026Q1: 423,872 shares 423,872 $8.28M 0.01% +40,011 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,525 shares; 2024Q4: 188,911 shares; 2025Q1: 185,708 shares; 2025Q2: 147,094 shares; 2025Q3: 146,207 shares; 2025Q4: 140,336 shares; 2026Q1: 136,665 shares 136,665 $8.26M 0.01% -3,671 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: 175,320 shares; 2024Q4: 176,438 shares; 2025Q1: 177,250 shares; 2025Q2: 176,195 shares; 2025Q3: 176,422 shares; 2025Q4: 180,072 shares; 2026Q1: 175,610 shares 175,610 $8.21M 0.01% -4,462 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,717 shares; 2024Q4: 174,862 shares; 2025Q1: 173,955 shares; 2025Q2: 173,845 shares; 2025Q3: 174,160 shares; 2025Q4: 167,710 shares; 2026Q1: 164,710 shares 164,710 $8.18M 0.01% -3,000 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: 367,416 shares; 2024Q4: 391,363 shares; 2025Q1: 399,857 shares; 2025Q2: 339,004 shares; 2025Q3: 342,491 shares; 2025Q4: 352,620 shares; 2026Q1: 415,493 shares 415,493 $8.15M 0.01% +62,873 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 108,489 shares 108,489 $8.15M 0.01% +105,089 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: 481,312 shares; 2024Q4: 484,724 shares; 2025Q1: 573,801 shares; 2025Q2: 607,697 shares; 2025Q3: 515,103 shares; 2025Q4: 521,252 shares; 2026Q1: 180,060 shares 180,060 $8.14M 0.01% -341,192 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,276 shares; 2024Q4: 181,751 shares; 2025Q1: 195,371 shares; 2025Q2: 190,901 shares; 2025Q3: 325,134 shares; 2025Q4: 337,155 shares; 2026Q1: 389,839 shares 389,839 $8.09M 0.01% +52,684 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 11,487 shares; 2025Q1: 11,519 shares; 2025Q2: 12,484 shares; 2025Q3: 25,805 shares; 2025Q4: 25,501 shares; 2026Q1: 22,514 shares 22,514 $8.08M 0.01% -2,987 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: 80,891 shares; 2024Q4: 60,169 shares; 2025Q1: 60,370 shares; 2025Q2: 57,988 shares; 2025Q3: 50,103 shares; 2025Q4: 107,711 shares; 2026Q1: 110,523 shares 110,523 $8.07M 0.01% +2,812 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: 440,317 shares; 2024Q4: 445,574 shares; 2025Q1: 485,832 shares; 2025Q2: 447,180 shares; 2025Q3: 466,288 shares; 2025Q4: 455,699 shares; 2026Q1: 475,087 shares 475,087 $8.06M 0.01% +19,388 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,900 shares; 2024Q4: 190,938 shares; 2025Q1: 204,164 shares; 2025Q2: 214,735 shares; 2025Q3: 218,581 shares; 2025Q4: 219,506 shares; 2026Q1: 233,852 shares 233,852 $8.06M 0.01% +14,346 Timeline USDU 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: 50,883 shares; 2024Q4: 223,911 shares; 2025Q1: 51,326 shares; 2025Q2: 170,411 shares; 2025Q3: 110,651 shares; 2025Q4: 124,969 shares; 2026Q1: 305,315 shares 305,315 $8.04M 0.01% +180,346 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,195 shares; 2024Q4: 43,958 shares; 2025Q1: 53,631 shares; 2025Q2: 55,275 shares; 2025Q3: 55,736 shares; 2025Q4: 61,930 shares; 2026Q1: 86,136 shares 86,136 $8.03M 0.01% +24,206 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: 121,037 shares; 2024Q4: 149,462 shares; 2025Q1: 138,408 shares; 2025Q2: 134,589 shares; 2025Q3: 140,629 shares; 2025Q4: 121,435 shares; 2026Q1: 122,590 shares 122,590 $8.02M 0.01% +1,155 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,722 shares; 2024Q4: 59,019 shares; 2025Q1: 57,943 shares; 2025Q2: 60,849 shares; 2025Q3: 61,720 shares; 2025Q4: 136,905 shares; 2026Q1: 131,310 shares 131,310 $8.01M 0.01% -5,595 Timeline PDN 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: 191,643 shares; 2024Q4: 190,594 shares; 2025Q1: 187,329 shares; 2025Q2: 185,685 shares; 2025Q3: 185,076 shares; 2025Q4: 184,586 shares; 2026Q1: 184,062 shares 184,062 $7.98M 0.01% -524 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,517 shares; 2024Q4: 213,663 shares; 2025Q1: 205,322 shares; 2025Q2: 197,700 shares; 2025Q3: 195,784 shares; 2025Q4: 196,912 shares; 2026Q1: 194,907 shares 194,907 $7.95M 0.01% -2,005 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,574 shares; 2024Q4: 72,391 shares; 2025Q1: 43,243 shares; 2025Q2: 44,333 shares; 2025Q3: 46,040 shares; 2025Q4: 45,079 shares; 2026Q1: 56,358 shares 56,358 $7.91M 0.01% +11,279 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 20,041 shares; 2025Q1: 17,253 shares; 2025Q2: 13,056 shares; 2025Q3: 12,993 shares; 2025Q4: 25,068 shares; 2026Q1: 23,376 shares 23,376 $7.91M 0.01% -1,692 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,576 shares; 2024Q4: 28,576 shares; 2025Q1: 86,731 shares; 2025Q2: 30,372 shares; 2025Q3: 87,635 shares; 2025Q4: 274,198 shares; 2026Q1: 338,923 shares 338,923 $7.9M 0.01% +64,725 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,221 shares; 2024Q4: 77,671 shares; 2025Q1: 78,523 shares; 2025Q2: 80,761 shares; 2025Q3: 60,294 shares; 2025Q4: 61,311 shares; 2026Q1: 63,119 shares 63,119 $7.9M 0.01% +1,808 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: 51,552 shares; 2024Q4: 37,547 shares; 2025Q1: 40,044 shares; 2025Q2: 32,558 shares; 2025Q3: 34,293 shares; 2025Q4: 35,798 shares; 2026Q1: 38,276 shares 38,276 $7.89M 0.01% +2,478 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,904 shares; 2024Q4: 177,062 shares; 2025Q1: 173,110 shares; 2025Q2: 173,881 shares; 2025Q3: 162,338 shares; 2025Q4: 163,387 shares; 2026Q1: 173,269 shares 173,269 $7.88M 0.01% +9,882 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,504 shares; 2024Q4: 26,405 shares; 2025Q1: 26,269 shares; 2025Q2: 25,155 shares; 2025Q3: 58,422 shares; 2025Q4: 58,881 shares; 2026Q1: 53,141 shares 53,141 $7.84M 0.01% -5,740 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,128 shares; 2024Q4: 117,868 shares; 2025Q1: 169,692 shares; 2025Q2: 184,414 shares; 2025Q3: 202,746 shares; 2025Q4: 210,402 shares; 2026Q1: 227,023 shares 227,023 $7.81M 0.01% +16,621 Timeline BBAG 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: 440,693 shares; 2024Q4: 200,202 shares; 2025Q1: 176,737 shares; 2025Q2: 178,256 shares; 2025Q3: 173,996 shares; 2025Q4: 168,991 shares; 2026Q1: 168,947 shares 168,947 $7.8M 0.01% -44 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,265 shares; 2025Q3: 88,636 shares; 2025Q4: 99,637 shares; 2026Q1: 106,576 shares 106,576 $7.78M 0.01% +6,939 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,386 shares; 2024Q4: 377,939 shares; 2025Q1: 374,243 shares; 2025Q2: 372,840 shares; 2025Q3: 369,209 shares; 2025Q4: 341,310 shares; 2026Q1: 338,466 shares 338,466 $7.76M 0.01% -2,844 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,859 shares; 2024Q4: 184,486 shares; 2025Q1: 184,536 shares; 2025Q2: 166,720 shares; 2025Q3: 161,921 shares; 2025Q4: 166,367 shares; 2026Q1: 161,512 shares 161,512 $7.75M 0.01% -4,855 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,420 shares; 2024Q4: 231,194 shares; 2025Q1: 268,675 shares; 2025Q2: 223,773 shares; 2025Q3: 282,509 shares; 2025Q4: 242,969 shares; 2026Q1: 281,885 shares 281,885 $7.74M 0.01% +38,916 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,576 shares; 2024Q4: 93,692 shares; 2025Q1: 100,970 shares; 2025Q2: 96,756 shares; 2025Q3: 46,232 shares; 2025Q4: 142,024 shares; 2026Q1: 148,561 shares 148,561 $7.73M 0.01% +6,537 Timeline IVLU 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: 73,069 shares; 2024Q4: 75,690 shares; 2025Q1: 86,646 shares; 2025Q2: 113,674 shares; 2025Q3: 126,618 shares; 2025Q4: 139,454 shares; 2026Q1: 192,626 shares 192,626 $7.64M 0.01% +53,172 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,857 shares; 2025Q4: 150,887 shares; 2026Q1: 289,532 shares 289,532 $7.61M 0.01% +138,645 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,646 shares; 2024Q4: 124,999 shares; 2025Q1: 157,230 shares; 2025Q2: 137,896 shares; 2025Q3: 139,949 shares; 2025Q4: 139,156 shares; 2026Q1: 169,902 shares 169,902 $7.58M 0.01% +30,746 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: 70,253 shares; 2024Q4: 67,674 shares; 2025Q1: 66,025 shares; 2025Q2: 68,145 shares; 2025Q3: 69,524 shares; 2025Q4: 72,670 shares; 2026Q1: 75,213 shares 75,213 $7.58M 0.01% +2,543 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: 94,135 shares; 2024Q4: 95,753 shares; 2025Q1: 90,934 shares; 2025Q2: 87,504 shares; 2025Q3: 85,947 shares; 2025Q4: 85,460 shares; 2026Q1: 83,317 shares 83,317 $7.58M 0.01% -2,143 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: 97,188 shares; 2024Q4: 90,382 shares; 2025Q1: 82,633 shares; 2025Q2: 84,904 shares; 2025Q3: 81,522 shares; 2025Q4: 79,060 shares; 2026Q1: 76,631 shares 76,631 $7.55M 0.01% -2,429 Timeline