STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,605 shares; 2024Q4: 61,535 shares; 2025Q1: 60,399 shares; 2025Q2: 59,056 shares; 2025Q3: 55,575 shares; 2025Q4: 58,396 shares; 2026Q1: 59,477 shares 59,477 $7.53M 0.01% +1,081 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,281 shares; 2024Q4: 144,502 shares; 2025Q1: 250,766 shares; 2025Q2: 249,913 shares; 2025Q3: 225,231 shares; 2025Q4: 141,359 shares; 2026Q1: 162,901 shares 162,901 $7.52M 0.01% +21,542 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,623,106 shares; 2024Q4: 4,691,192 shares; 2025Q1: 5,093,901 shares; 2025Q2: 5,490,220 shares; 2025Q3: 6,659,603 shares; 2025Q4: 523,599 shares; 2026Q1: 433,342 shares 433,342 $7.47M 0.01% -90,257 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,306 shares; 2024Q4: 759,415 shares; 2025Q1: 750,441 shares; 2025Q2: 831,569 shares; 2025Q3: 835,031 shares; 2025Q4: 833,136 shares; 2026Q1: 860,149 shares 860,149 $7.45M 0.01% +27,013 Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,252 shares; 2025Q4: 666,176 shares; 2026Q1: 978,105 shares 978,105 $7.44M 0.01% +311,929 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,426 shares; 2024Q4: 38,149 shares; 2025Q1: 12,624 shares; 2025Q2: 12,482 shares; 2025Q3: 22,095 shares; 2025Q4: 17,376 shares; 2026Q1: 19,123 shares 19,123 $7.42M 0.01% +1,747 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,108 shares; 2024Q4: 71,974 shares; 2025Q1: 73,664 shares; 2025Q2: 75,268 shares; 2025Q3: 53,446 shares; 2025Q4: 121,697 shares; 2026Q1: 118,064 shares 118,064 $7.41M 0.01% -3,633 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,912 shares; 2024Q4: 82,203 shares; 2025Q1: 92,069 shares; 2025Q2: 96,984 shares; 2025Q3: 97,893 shares; 2025Q4: 96,670 shares; 2026Q1: 101,797 shares 101,797 $7.4M 0.01% +5,127 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,542 shares; 2024Q4: 65,857 shares; 2025Q1: 110,794 shares; 2025Q2: 119,340 shares; 2025Q3: 66,465 shares; 2025Q4: 68,018 shares; 2026Q1: 75,439 shares 75,439 $7.37M 0.01% +7,421 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,717 shares; 2024Q4: 97,477 shares; 2025Q1: 95,462 shares; 2025Q2: 105,213 shares; 2025Q3: 91,543 shares; 2025Q4: 86,336 shares; 2026Q1: 80,653 shares 80,653 $7.37M 0.01% -5,683 Timeline SMMD 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: 137,168 shares; 2024Q4: 170,824 shares; 2025Q1: 124,245 shares; 2025Q2: 113,403 shares; 2025Q3: 98,396 shares; 2025Q4: 96,823 shares; 2026Q1: 96,338 shares 96,338 $7.36M 0.01% -485 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827,043 shares; 2024Q4: 826,023 shares; 2025Q1: 822,629 shares; 2025Q2: 800,693 shares; 2025Q3: 837,649 shares; 2025Q4: 863,873 shares; 2026Q1: 889,482 shares 889,482 $7.35M 0.01% +25,609 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,182 shares; 2024Q4: 355,486 shares; 2025Q1: 434,623 shares; 2025Q2: 531,490 shares; 2025Q3: 580,447 shares; 2025Q4: 586,052 shares; 2026Q1: 566,992 shares 566,992 $7.33M 0.01% -19,060 Timeline EMLP 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: 217,690 shares; 2024Q4: 213,729 shares; 2025Q1: 199,622 shares; 2025Q2: 207,308 shares; 2025Q3: 172,285 shares; 2025Q4: 174,070 shares; 2026Q1: 167,854 shares 167,854 $7.33M 0.01% -6,216 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 8,330 shares; 2025Q1: 6,531 shares; 2025Q2: 61,926 shares; 2025Q3: 63,044 shares; 2025Q4: 61,616 shares; 2026Q1: 65,467 shares 65,467 $7.33M 0.01% +3,851 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 102,972 shares; 2025Q1: 117,034 shares; 2025Q2: 139,386 shares; 2025Q3: 171,662 shares; 2025Q4: 193,659 shares; 2026Q1: 190,510 shares 190,510 $7.32M 0.01% -3,149 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: 15,582 shares; 2025Q1: 19,734 shares; 2025Q2: 19,100 shares; 2025Q3: 20,017 shares; 2025Q4: 20,173 shares; 2026Q1: 33,728 shares 33,728 $7.31M 0.01% +13,555 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,213 shares; 2024Q4: 168,192 shares; 2025Q1: 238,210 shares; 2025Q2: 237,894 shares; 2025Q3: 263,255 shares; 2025Q4: 341,737 shares; 2026Q1: 357,981 shares 357,981 $7.3M 0.01% +16,244 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,419 shares; 2024Q4: 600,397 shares; 2025Q1: 605,613 shares; 2025Q2: 227,023 shares; 2025Q3: 166,775 shares; 2025Q4: 152,880 shares; 2026Q1: 145,077 shares 145,077 $7.3M 0.01% -7,803 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,019 shares; 2025Q1: 1,028 shares; 2025Q2: 996 shares; 2025Q3: 1,000 shares; 2025Q4: 1,044 shares; 2026Q1: 1,107 shares 1,107 $7.29M 0.01% +63 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,477 shares; 2025Q1: 1,423 shares; 2025Q2: 1,357 shares; 2025Q3: 1,127 shares; 2025Q4: 1,173 shares; 2026Q1: 13,914 shares 13,914 $7.28M 0.01% +12,741 Timeline VRIG 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: 580,746 shares; 2024Q4: 322,864 shares; 2025Q1: 339,229 shares; 2025Q2: 320,425 shares; 2025Q3: 334,307 shares; 2025Q4: 398,615 shares; 2026Q1: 290,844 shares 290,844 $7.28M 0.01% -107,771 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,358 shares; 2024Q4: 229,544 shares; 2025Q1: 259,749 shares; 2025Q2: 259,457 shares; 2025Q3: 251,822 shares; 2025Q4: 250,425 shares; 2026Q1: 250,425 shares 250,425 $7.28M 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 10,740 shares; 2025Q1: 11,580 shares; 2025Q2: 11,941 shares; 2025Q3: 22,933 shares; 2025Q4: 17,330 shares; 2026Q1: 16,710 shares 16,710 $7.26M 0.01% -620 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 14,449 shares; 2025Q1: 14,274 shares; 2025Q2: 14,741 shares; 2025Q3: 19,038 shares; 2025Q4: 48,365 shares; 2026Q1: 54,433 shares 54,433 $7.25M 0.01% +6,068 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038,687 shares; 2024Q4: 739,876 shares; 2025Q1: 1,760,045 shares; 2025Q2: 2,226,001 shares; 2025Q3: 2,409,446 shares; 2025Q4: 111,985 shares; 2026Q1: 89,929 shares 89,929 $7.25M 0.01% -22,056 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,879 shares; 2024Q4: 93,599 shares; 2025Q1: 122,910 shares; 2025Q2: 105,891 shares; 2025Q3: 167,157 shares; 2025Q4: 111,973 shares; 2026Q1: 95,130 shares 95,130 $7.16M 0.01% -16,843 Timeline IBMT 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: 38,200 shares; 2026Q1: 277,974 shares 277,974 $7.13M 0.01% +239,774 Timeline CGW 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: 57,162 shares; 2024Q4: 57,125 shares; 2025Q1: 54,292 shares; 2025Q2: 57,584 shares; 2025Q3: 81,815 shares; 2025Q4: 94,910 shares; 2026Q1: 111,447 shares 111,447 $7.13M 0.01% +16,537 Timeline DMII DRUGS MADE IN AMER ACQ II CO More: the full row for DRUGS MADE IN AMER ACQ II 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: 789,614 shares; 2026Q1: 714,614 shares 714,614 $7.12M 0.01% -75,000 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,899 shares; 2024Q4: 330,350 shares; 2025Q1: 356,078 shares; 2025Q2: 358,155 shares; 2025Q3: 331,497 shares; 2025Q4: 187,637 shares; 2026Q1: 290,053 shares 290,053 $7.09M 0.01% +102,416 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,062 shares; 2024Q4: 169,246 shares; 2025Q1: 122,644 shares; 2025Q2: 109,750 shares; 2025Q3: 95,310 shares; 2025Q4: 151,806 shares; 2026Q1: 145,172 shares 145,172 $7.07M 0.01% -6,634 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 15,784 shares; 2025Q1: 38,642 shares; 2025Q2: 42,303 shares; 2025Q3: 59,128 shares; 2025Q4: 60,666 shares; 2026Q1: 43,079 shares 43,079 $7.07M 0.01% -17,587 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,178 shares; 2024Q4: 32,230 shares; 2025Q1: 29,168 shares; 2025Q2: 33,227 shares; 2025Q3: 29,592 shares; 2025Q4: 33,892 shares; 2026Q1: 59,480 shares 59,480 $7.04M 0.01% +25,588 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,019 shares; 2024Q4: 287,426 shares; 2025Q1: 290,922 shares; 2025Q2: 250,298 shares; 2025Q3: 261,289 shares; 2025Q4: 265,131 shares; 2026Q1: 263,418 shares 263,418 $7.03M 0.01% -1,713 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,090 shares; 2024Q4: 123,080 shares; 2025Q1: 137,940 shares; 2025Q2: 133,496 shares; 2025Q3: 133,022 shares; 2025Q4: 131,736 shares; 2026Q1: 151,646 shares 151,646 $7M 0.01% +19,910 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,749 shares; 2024Q4: 12,682 shares; 2025Q1: 45,505 shares; 2025Q2: 51,505 shares; 2025Q3: 68,846 shares; 2025Q4: 144,425 shares; 2026Q1: 194,021 shares 194,021 $6.98M 0.01% +49,596 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,863 shares; 2024Q4: 75,531 shares; 2025Q1: 72,724 shares; 2025Q2: 118,290 shares; 2025Q3: 198,322 shares; 2025Q4: 192,721 shares; 2026Q1: 185,656 shares 185,656 $6.97M 0.01% -7,065 Timeline EWY 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: 72,662 shares; 2025Q3: 60,014 shares; 2025Q4: 61,403 shares; 2026Q1: 56,423 shares 56,423 $6.94M 0.01% -4,980 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,132 shares; 2024Q4: 96,081 shares; 2025Q1: 110,345 shares; 2025Q2: 127,828 shares; 2025Q3: 138,311 shares; 2025Q4: 271,230 shares; 2026Q1: 313,698 shares 313,698 $6.91M 0.01% +42,468 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,305 shares; 2024Q4: 455,785 shares; 2025Q1: 454,695 shares; 2025Q2: 463,403 shares; 2025Q3: 469,509 shares; 2025Q4: 478,385 shares; 2026Q1: 496,151 shares 496,151 $6.91M 0.01% +17,766 Timeline IBMO 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: 294,731 shares; 2024Q4: 351,098 shares; 2025Q1: 344,628 shares; 2025Q2: 329,979 shares; 2025Q3: 310,304 shares; 2025Q4: 265,090 shares; 2026Q1: 268,149 shares 268,149 $6.87M 0.01% +3,059 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,225 shares; 2024Q4: 283,462 shares; 2025Q1: 287,047 shares; 2025Q2: 281,770 shares; 2025Q3: 288,902 shares; 2025Q4: 122,727 shares; 2026Q1: 124,002 shares 124,002 $6.84M 0.01% +1,275 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,288 shares; 2024Q4: 77,466 shares; 2025Q1: 78,730 shares; 2025Q2: 96,111 shares; 2025Q3: 54,730 shares; 2025Q4: 45,135 shares; 2026Q1: 47,554 shares 47,554 $6.81M 0.01% +2,419 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390,586 shares; 2024Q4: 1,572,624 shares; 2025Q1: 1,659,080 shares; 2025Q2: 1,358,488 shares; 2025Q3: 350,901 shares; 2025Q4: 199,715 shares; 2026Q1: 175,634 shares 175,634 $6.8M 0.01% -24,081 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,472 shares; 2024Q4: 94,081 shares; 2025Q1: 49,862 shares; 2025Q2: 40,187 shares; 2025Q3: 63,856 shares; 2025Q4: 65,825 shares; 2026Q1: 76,877 shares 76,877 $6.8M 0.01% +11,052 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,795 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 269,348 shares 269,348 $6.78M 0.01% +258,953 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 37,074 shares; 2025Q1: 33,116 shares; 2025Q2: 32,627 shares; 2025Q3: 44,251 shares; 2025Q4: 46,596 shares; 2026Q1: 49,623 shares 49,623 $6.77M 0.01% +3,027 Timeline RSPC 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: 218,693 shares; 2024Q4: 217,423 shares; 2025Q1: 179,744 shares; 2025Q2: 179,752 shares; 2025Q3: 176,926 shares; 2025Q4: 175,978 shares; 2026Q1: 180,874 shares 180,874 $6.77M 0.01% +4,896 Timeline JUST 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: 63,843 shares; 2024Q4: 61,461 shares; 2025Q1: 72,202 shares; 2025Q2: 70,485 shares; 2025Q3: 72,389 shares; 2025Q4: 71,932 shares; 2026Q1: 73,075 shares 73,075 $6.76M 0.01% +1,143 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,168 shares; 2025Q1: 13,730 shares; 2025Q2: 15,509 shares; 2025Q3: 30,368 shares; 2025Q4: 16,266 shares; 2026Q1: 19,563 shares 19,563 $6.76M 0.01% +3,297 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,605 shares; 2024Q4: 196,657 shares; 2025Q1: 183,535 shares; 2025Q2: 64,491 shares; 2025Q3: 172,802 shares; 2025Q4: 180,824 shares; 2026Q1: 224,067 shares 224,067 $6.75M 0.01% +43,243 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,715 shares; 2025Q3: 106,695 shares; 2025Q4: 100,885 shares; 2026Q1: 104,819 shares 104,819 $6.73M 0.01% +3,934 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,728 shares; 2024Q4: 75,119 shares; 2025Q1: 80,998 shares; 2025Q2: 71,382 shares; 2025Q3: 87,228 shares; 2025Q4: 48,504 shares; 2026Q1: 156,765 shares 156,765 $6.72M 0.01% +108,261 Timeline HFGM 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: 125,888 shares; 2025Q3: 133,615 shares; 2025Q4: 198,059 shares; 2026Q1: 209,214 shares 209,214 $6.71M 0.01% +11,155 Timeline QLTY 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: 1,404,151 shares; 2024Q4: 1,373,059 shares; 2025Q1: 1,389,057 shares; 2025Q2: 114,910 shares; 2025Q3: 118,603 shares; 2025Q4: 123,047 shares; 2026Q1: 185,262 shares 185,262 $6.7M 0.01% +62,215 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,227 shares; 2024Q4: 144,461 shares; 2025Q1: 141,785 shares; 2025Q2: 128,535 shares; 2025Q3: 125,412 shares; 2025Q4: 138,922 shares; 2026Q1: 140,772 shares 140,772 $6.69M 0.01% +1,850 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,516 shares; 2024Q4: 143,733 shares; 2025Q1: 143,359 shares; 2025Q2: 350,066 shares; 2025Q3: 290,126 shares; 2025Q4: 290,114 shares; 2026Q1: 290,641 shares 290,641 $6.67M 0.01% +527 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,309 shares; 2024Q4: 368,889 shares; 2025Q1: 534,544 shares; 2025Q2: 458,309 shares; 2025Q3: 504,191 shares; 2025Q4: 509,206 shares; 2026Q1: 314,901 shares 314,901 $6.66M 0.01% -194,305 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,109 shares; 2024Q4: 97,393 shares; 2025Q1: 92,281 shares; 2025Q2: 79,607 shares; 2025Q3: 82,458 shares; 2025Q4: 66,551 shares; 2026Q1: 69,338 shares 69,338 $6.66M 0.01% +2,787 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,223 shares; 2024Q4: 68,536 shares; 2025Q1: 70,496 shares; 2025Q2: 41,910 shares; 2025Q3: 42,092 shares; 2025Q4: 47,664 shares; 2026Q1: 81,367 shares 81,367 $6.65M 0.01% +33,703 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,501 shares; 2024Q4: 168,582 shares; 2025Q1: 170,053 shares; 2025Q2: 168,310 shares; 2025Q3: 177,244 shares; 2025Q4: 178,889 shares; 2026Q1: 192,595 shares 192,595 $6.63M 0.01% +13,706 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,767 shares; 2024Q4: 63,916 shares; 2025Q1: 63,348 shares; 2025Q2: 65,220 shares; 2025Q3: 78,964 shares; 2025Q4: 51,843 shares; 2026Q1: 52,204 shares 52,204 $6.63M 0.01% +361 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,608 shares; 2024Q4: 272,103 shares; 2025Q1: 277,730 shares; 2025Q2: 272,163 shares; 2025Q3: 268,601 shares; 2025Q4: 258,826 shares; 2026Q1: 259,292 shares 259,292 $6.62M 0.01% +466 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,438 shares; 2024Q4: 295,547 shares; 2025Q1: 305,980 shares; 2025Q2: 271,690 shares; 2025Q3: 299,243 shares; 2025Q4: 294,253 shares; 2026Q1: 301,757 shares 301,757 $6.54M 0.01% +7,504 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,814 shares; 2024Q4: 87,671 shares; 2025Q1: 81,090 shares; 2025Q2: 89,540 shares; 2025Q3: 95,690 shares; 2025Q4: 122,306 shares; 2026Q1: 128,908 shares 128,908 $6.53M 0.01% +6,602 Timeline IBTO 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: 86,697 shares; 2024Q4: 115,311 shares; 2025Q1: 147,858 shares; 2025Q2: 159,409 shares; 2025Q3: 184,807 shares; 2025Q4: 249,279 shares; 2026Q1: 267,449 shares 267,449 $6.52M 0.01% +18,170 Timeline RSPD 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: 157,921 shares; 2024Q4: 159,007 shares; 2025Q1: 131,939 shares; 2025Q2: 129,828 shares; 2025Q3: 122,713 shares; 2025Q4: 121,070 shares; 2026Q1: 121,381 shares 121,381 $6.5M 0.01% +311 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,983 shares; 2024Q4: 19,771 shares; 2025Q1: 18,832 shares; 2025Q2: 17,994 shares; 2025Q3: 19,353 shares; 2025Q4: 18,347 shares; 2026Q1: 22,322 shares 22,322 $6.5M 0.01% +3,975 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,570 shares; 2024Q4: 108,760 shares; 2025Q1: 156,084 shares; 2025Q2: 176,465 shares; 2025Q3: 136,284 shares; 2025Q4: 135,669 shares; 2026Q1: 161,902 shares 161,902 $6.49M 0.01% +26,233 Timeline CMF 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: 33,276 shares; 2024Q4: 42,746 shares; 2025Q1: 54,493 shares; 2025Q2: 62,835 shares; 2025Q3: 67,455 shares; 2025Q4: 64,951 shares; 2026Q1: 113,692 shares 113,692 $6.46M 0.01% +48,741 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,391 shares; 2024Q4: 47,184 shares; 2025Q1: 58,843 shares; 2025Q2: 59,624 shares; 2025Q3: 59,011 shares; 2025Q4: 58,260 shares; 2026Q1: 50,740 shares 50,740 $6.46M 0.01% -7,520 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,398 shares; 2024Q4: 221,513 shares; 2025Q1: 170,061 shares; 2025Q2: 66,740 shares; 2025Q3: 66,967 shares; 2025Q4: 47,575 shares; 2026Q1: 55,884 shares 55,884 $6.45M 0.01% +8,309 Timeline IBTM 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: 98,142 shares; 2024Q4: 131,375 shares; 2025Q1: 179,683 shares; 2025Q2: 188,567 shares; 2025Q3: 220,664 shares; 2025Q4: 268,204 shares; 2026Q1: 279,945 shares 279,945 $6.42M 0.01% +11,741 Timeline EWQ 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: 222,018 shares; 2024Q4: 222,393 shares; 2025Q1: 172,235 shares; 2025Q2: 184,304 shares; 2025Q3: 193,427 shares; 2025Q4: 199,919 shares; 2026Q1: 147,150 shares 147,150 $6.38M 0.01% -52,769 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,921 shares; 2026Q1: 74,257 shares 74,257 $6.36M 0.01% +62,336 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,252 shares; 2024Q4: 46,627 shares; 2025Q1: 45,820 shares; 2025Q2: 44,851 shares; 2025Q3: 43,423 shares; 2025Q4: 38,428 shares; 2026Q1: 36,943 shares 36,943 $6.36M 0.01% -1,485 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,257 shares; 2024Q4: 55,914 shares; 2025Q1: 49,641 shares; 2025Q2: 38,901 shares; 2025Q3: 38,901 shares; 2025Q4: 38,704 shares; 2026Q1: 197,031 shares 197,031 $6.35M 0.01% +158,327 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,594 shares; 2025Q4: 126,119 shares; 2026Q1: 185,521 shares 185,521 $6.35M 0.01% +59,402 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,531 shares; 2024Q4: 110,202 shares; 2025Q1: 84,991 shares; 2025Q2: 88,685 shares; 2025Q3: 96,669 shares; 2025Q4: 96,669 shares; 2026Q1: 88,777 shares 88,777 $6.34M 0.01% -7,892 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,968 shares; 2024Q4: 64,896 shares; 2025Q1: 64,198 shares; 2025Q2: 62,636 shares; 2025Q3: 69,853 shares; 2025Q4: 220,511 shares; 2026Q1: 302,689 shares 302,689 $6.32M 0.01% +82,178 Timeline EUDG 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: 34,743 shares; 2024Q4: 41,365 shares; 2025Q1: 59,632 shares; 2025Q2: 88,427 shares; 2025Q3: 146,943 shares; 2025Q4: 151,311 shares; 2026Q1: 173,269 shares 173,269 $6.31M 0.01% +21,958 Timeline EWA 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: 245,246 shares; 2024Q4: 282,823 shares; 2025Q1: 215,663 shares; 2025Q2: 267,130 shares; 2025Q3: 286,030 shares; 2025Q4: 253,460 shares; 2026Q1: 226,627 shares 226,627 $6.29M 0.01% -26,833 Timeline AJUL 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: 233,316 shares; 2024Q4: 233,316 shares; 2025Q1: 225,035 shares; 2025Q2: 225,035 shares; 2025Q3: 216,792 shares; 2025Q4: 215,922 shares; 2026Q1: 215,408 shares 215,408 $6.25M 0.01% -514 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,878 shares; 2024Q4: 65,599 shares; 2025Q1: 65,178 shares; 2025Q2: 66,924 shares; 2025Q3: 64,091 shares; 2025Q4: 61,471 shares; 2026Q1: 96,462 shares 96,462 $6.24M 0.01% +34,991 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,034 shares; 2025Q3: 30,366 shares; 2025Q4: 47,747 shares; 2026Q1: 78,057 shares 78,057 $6.24M 0.01% +30,310 Timeline FVAV FORTRESS VALUE ACQU CORP V More: the full row for FORTRESS VALUE ACQU CORP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620,020 shares 620,020 $6.22M 0.01% new Timeline IXC 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: 74,090 shares; 2024Q4: 66,496 shares; 2025Q1: 42,639 shares; 2025Q2: 34,374 shares; 2025Q3: 28,043 shares; 2025Q4: 35,314 shares; 2026Q1: 107,873 shares 107,873 $6.21M 0.01% +72,559 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,773 shares; 2024Q4: 289,159 shares; 2025Q1: 131,344 shares; 2025Q2: 131,374 shares; 2025Q3: 41,088 shares; 2025Q4: 94,198 shares; 2026Q1: 210,367 shares 210,367 $6.2M 0.01% +116,169 Timeline FDVV 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: 16,498 shares; 2024Q4: 22,698 shares; 2025Q1: 40,894 shares; 2025Q2: 83,540 shares; 2025Q3: 120,371 shares; 2025Q4: 114,727 shares; 2026Q1: 112,288 shares 112,288 $6.2M 0.01% -2,439 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,366 shares; 2024Q4: 154,193 shares; 2025Q1: 191,717 shares; 2025Q2: 94,508 shares; 2025Q3: 121,044 shares; 2025Q4: 129,117 shares; 2026Q1: 130,226 shares 130,226 $6.19M 0.01% +1,109 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,704 shares; 2024Q4: 230,704 shares; 2025Q1: 230,704 shares; 2025Q2: 686,554 shares; 2025Q3: 686,554 shares; 2025Q4: 686,554 shares; 2026Q1: 874,994 shares 874,994 $6.19M 0.01% +188,440 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,417 shares; 2024Q4: 158,897 shares; 2025Q1: 217,325 shares; 2025Q2: 215,839 shares; 2025Q3: 219,284 shares; 2025Q4: 220,737 shares; 2026Q1: 161,783 shares 161,783 $6.18M 0.01% -58,954 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,608 shares; 2025Q1: 1,178 shares; 2025Q2: 10,205 shares; 2025Q3: 18,039 shares; 2025Q4: 18,391 shares; 2026Q1: 32,208 shares 32,208 $6.18M 0.01% +13,817 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 6,886 shares; 2025Q1: 14,094 shares; 2025Q2: 30,234 shares; 2025Q3: 52,486 shares; 2025Q4: 55,391 shares; 2026Q1: 66,572 shares 66,572 $6.18M 0.01% +11,181 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,900 shares; 2024Q4: 111,795 shares; 2025Q1: 116,439 shares; 2025Q2: 128,701 shares; 2025Q3: 173,953 shares; 2025Q4: 184,323 shares; 2026Q1: 168,577 shares 168,577 $6.14M 0.01% -15,746 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,922 shares; 2024Q4: 51,842 shares; 2025Q1: 54,808 shares; 2025Q2: 53,982 shares; 2025Q3: 57,821 shares; 2025Q4: 32,421 shares; 2026Q1: 26,245 shares 26,245 $6.09M 0.01% -6,176 Timeline EWG 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: 217,841 shares; 2024Q4: 216,097 shares; 2025Q1: 247,880 shares; 2025Q2: 209,757 shares; 2025Q3: 190,959 shares; 2025Q4: 194,279 shares; 2026Q1: 153,384 shares 153,384 $6.08M 0.01% -40,895 Timeline FEZ 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: 27,448 shares; 2024Q4: 25,306 shares; 2025Q1: 44,314 shares; 2025Q2: 62,001 shares; 2025Q3: 71,227 shares; 2025Q4: 85,896 shares; 2026Q1: 98,005 shares 98,005 $6.08M 0.01% +12,109 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,056 shares; 2025Q1: 115,471 shares; 2025Q2: 7,156 shares; 2025Q3: 9,650 shares; 2025Q4: 49,788 shares; 2026Q1: 134,258 shares 134,258 $6.06M 0.01% +84,470 Timeline PXF 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: 84,990 shares; 2024Q4: 85,639 shares; 2025Q1: 89,545 shares; 2025Q2: 84,261 shares; 2025Q3: 88,403 shares; 2025Q4: 87,447 shares; 2026Q1: 86,546 shares 86,546 $6.05M 0.01% -901 Timeline SPTM 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: 67,411 shares; 2024Q4: 62,403 shares; 2025Q1: 68,640 shares; 2025Q2: 68,000 shares; 2025Q3: 68,551 shares; 2025Q4: 63,475 shares; 2026Q1: 76,505 shares 76,505 $6.05M 0.01% +13,030 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,444 shares; 2024Q4: 51,438 shares; 2025Q1: 21,821 shares; 2025Q2: 23,026 shares; 2025Q3: 25,764 shares; 2025Q4: 25,697 shares; 2026Q1: 26,875 shares 26,875 $6.04M 0.01% +1,178 Timeline HEFT 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: not reported; 2025Q4: not reported; 2026Q1: 226,401 shares 226,401 $6.03M 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,657 shares; 2024Q4: 48,592 shares; 2025Q1: 48,851 shares; 2025Q2: 45,723 shares; 2025Q3: 57,677 shares; 2025Q4: 47,015 shares; 2026Q1: 55,167 shares 55,167 $6.02M 0.01% +8,152 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,252 shares; 2026Q1: 237,252 shares 237,252 $6.01M 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,801 shares; 2024Q4: 204,428 shares; 2025Q1: 138,978 shares; 2025Q2: 154,540 shares; 2025Q3: 135,765 shares; 2025Q4: 126,218 shares; 2026Q1: 125,834 shares 125,834 $6M 0.01% -384 Timeline EWL 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: 152,294 shares; 2024Q4: 152,507 shares; 2025Q1: 119,938 shares; 2025Q2: 126,110 shares; 2025Q3: 133,069 shares; 2025Q4: 138,777 shares; 2026Q1: 102,019 shares 102,019 $6M 0.01% -36,758 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938,764 shares; 2024Q4: 857,450 shares; 2025Q1: 864,096 shares; 2025Q2: 846,856 shares; 2025Q3: 611,568 shares; 2025Q4: 369,993 shares; 2026Q1: 276,859 shares 276,859 $5.97M 0.01% -93,134 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,524 shares; 2024Q4: 430,251 shares; 2025Q1: 430,488 shares; 2025Q2: 456,513 shares; 2025Q3: 514,156 shares; 2025Q4: 519,836 shares; 2026Q1: 526,590 shares 526,590 $5.94M 0.01% +6,754 Timeline XBJA 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: 10,253 shares; 2025Q1: 390,203 shares; 2025Q2: 390,203 shares; 2025Q3: 384,793 shares; 2025Q4: 384,293 shares; 2026Q1: 189,630 shares 189,630 $5.93M 0.01% -194,663 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 22,360 shares; 2025Q1: 20,855 shares; 2025Q2: 17,254 shares; 2025Q3: 13,753 shares; 2025Q4: 13,956 shares; 2026Q1: 15,013 shares 15,013 $5.93M 0.01% +1,057 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,784 shares; 2024Q4: 54,554 shares; 2025Q1: 60,914 shares; 2025Q2: 59,583 shares; 2025Q3: 58,639 shares; 2025Q4: 59,628 shares; 2026Q1: 61,177 shares 61,177 $5.9M 0.01% +1,549 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,307 shares; 2025Q1: 261,035 shares; 2025Q2: 301,713 shares; 2025Q3: 314,332 shares; 2025Q4: 321,035 shares; 2026Q1: 111,566 shares 111,566 $5.88M 0.01% -209,469 Timeline ORR 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: 11,138 shares; 2026Q1: 161,244 shares 161,244 $5.88M 0.01% +150,106 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,860 shares; 2024Q4: 395,445 shares; 2025Q1: 426,863 shares; 2025Q2: 54,276 shares; 2025Q3: 51,323 shares; 2025Q4: 51,948 shares; 2026Q1: 56,501 shares 56,501 $5.86M 0.01% +4,553 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,176 shares; 2026Q1: 50,589 shares 50,589 $5.84M 0.01% -587 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,623 shares; 2024Q4: 118,245 shares; 2025Q1: 119,253 shares; 2025Q2: 146,006 shares; 2025Q3: 145,207 shares; 2025Q4: 144,836 shares; 2026Q1: 119,129 shares 119,129 $5.84M 0.01% -25,707 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,332 shares; 2024Q4: 180,740 shares; 2025Q1: 33,266 shares; 2025Q2: 37,513 shares; 2025Q3: 108,437 shares; 2025Q4: 112,815 shares; 2026Q1: 111,207 shares 111,207 $5.83M 0.01% -1,608 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,421 shares; 2024Q4: 53,975 shares; 2025Q1: 59,593 shares; 2025Q2: 56,016 shares; 2025Q3: 56,755 shares; 2025Q4: 58,983 shares; 2026Q1: 57,191 shares 57,191 $5.82M 0.01% -1,792 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 44,156 shares; 2025Q1: 46,662 shares; 2025Q2: 58,170 shares; 2025Q3: 59,923 shares; 2025Q4: 60,373 shares; 2026Q1: 49,277 shares 49,277 $5.82M 0.01% -11,096 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596,850 shares; 2024Q4: 1,189,004 shares; 2025Q1: 1,453,840 shares; 2025Q2: 1,488,670 shares; 2025Q3: 1,385,003 shares; 2025Q4: 1,382,176 shares; 2026Q1: 412,208 shares 412,208 $5.81M 0.01% -969,968 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,611 shares; 2025Q3: 24,253 shares; 2025Q4: 38,806 shares; 2026Q1: 81,738 shares 81,738 $5.79M 0.01% +42,932 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,001 shares; 2026Q1: 211,918 shares 211,918 $5.78M 0.01% +201,917 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,739 shares; 2024Q4: 319,458 shares; 2025Q1: 319,086 shares; 2025Q2: 326,116 shares; 2025Q3: 356,901 shares; 2025Q4: 388,889 shares; 2026Q1: 362,962 shares 362,962 $5.77M 0.01% -25,927 Timeline CSMD 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: not reported; 2026Q1: 187,221 shares 187,221 $5.75M 0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,368 shares; 2025Q3: 90,911 shares; 2025Q4: 77,204 shares; 2026Q1: 174,444 shares 174,444 $5.75M 0.01% +97,240 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,254 shares; 2024Q4: 213,977 shares; 2025Q1: 386,362 shares; 2025Q2: 395,991 shares; 2025Q3: 202,299 shares; 2025Q4: 216,701 shares; 2026Q1: 219,855 shares 219,855 $5.74M 0.01% +3,154 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,600 shares; 2024Q4: 69,983 shares; 2025Q1: 118,230 shares; 2025Q2: 112,874 shares; 2025Q3: 115,052 shares; 2025Q4: 118,749 shares; 2026Q1: 121,578 shares 121,578 $5.73M 0.01% +2,829 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,708 shares; 2024Q4: 383,640 shares; 2025Q1: 152,679 shares; 2025Q2: 139,709 shares; 2025Q3: 138,656 shares; 2025Q4: 122,705 shares; 2026Q1: 125,085 shares 125,085 $5.73M 0.01% +2,380 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,294 shares; 2024Q4: 80,577 shares; 2025Q1: 100,485 shares; 2025Q2: 92,406 shares; 2025Q3: 100,541 shares; 2025Q4: 102,988 shares; 2026Q1: 132,724 shares 132,724 $5.73M 0.01% +29,736 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 18,773 shares; 2025Q1: 19,520 shares; 2025Q2: 19,796 shares; 2025Q3: 23,671 shares; 2025Q4: 21,217 shares; 2026Q1: 23,340 shares 23,340 $5.71M 0.01% +2,123 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,045 shares; 2024Q4: 183,665 shares; 2025Q1: 131,691 shares; 2025Q2: 126,494 shares; 2025Q3: 126,793 shares; 2025Q4: 96,243 shares; 2026Q1: 92,871 shares 92,871 $5.7M 0.01% -3,372 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,861 shares; 2024Q4: 121,742 shares; 2025Q1: 119,584 shares; 2025Q2: 49,797 shares; 2025Q3: 46,797 shares; 2025Q4: 43,577 shares; 2026Q1: 35,037 shares 35,037 $5.69M 0.01% -8,540 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,950 shares; 2024Q4: 129,085 shares; 2025Q1: 126,887 shares; 2025Q2: 124,838 shares; 2025Q3: 127,849 shares; 2025Q4: 128,853 shares; 2026Q1: 126,867 shares 126,867 $5.69M 0.01% -1,986 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,355 shares; 2024Q4: 55,027 shares; 2025Q1: 49,575 shares; 2025Q2: 34,503 shares; 2025Q3: 38,640 shares; 2025Q4: 58,648 shares; 2026Q1: 94,662 shares 94,662 $5.68M 0.01% +36,014 Timeline HEQT 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: 170,857 shares; 2024Q4: 301,468 shares; 2025Q1: 312,159 shares; 2025Q2: 172,812 shares; 2025Q3: 172,719 shares; 2025Q4: 172,180 shares; 2026Q1: 180,101 shares 180,101 $5.67M 0.01% +7,921 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,803 shares; 2025Q4: 92,971 shares; 2026Q1: 112,627 shares 112,627 $5.67M 0.01% +19,656 Timeline XDQQ 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: 76,664 shares; 2024Q4: 98,876 shares; 2025Q1: 188,132 shares; 2025Q2: 157,265 shares; 2025Q3: 155,026 shares; 2025Q4: 155,026 shares; 2026Q1: 153,126 shares 153,126 $5.66M 0.01% -1,900 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,819 shares; 2024Q4: 108,112 shares; 2025Q1: 107,595 shares; 2025Q2: 102,690 shares; 2025Q3: 103,088 shares; 2025Q4: 95,936 shares; 2026Q1: 93,533 shares 93,533 $5.65M 0.01% -2,403 Timeline EWS 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: 284,540 shares; 2024Q4: 272,960 shares; 2025Q1: 204,662 shares; 2025Q2: 195,170 shares; 2025Q3: 191,206 shares; 2025Q4: 193,044 shares; 2026Q1: 200,046 shares 200,046 $5.65M 0.01% +7,002 Timeline SDSI 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: 177,447 shares; 2025Q1: 126,819 shares; 2025Q2: 122,612 shares; 2025Q3: 128,293 shares; 2025Q4: 151,391 shares; 2026Q1: 109,939 shares 109,939 $5.64M 0.01% -41,452 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,563 shares; 2024Q4: 145,401 shares; 2025Q1: 155,337 shares; 2025Q2: 159,148 shares; 2025Q3: 141,094 shares; 2025Q4: 151,063 shares; 2026Q1: 189,241 shares 189,241 $5.62M 0.01% +38,178 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,719 shares; 2025Q3: 61,865 shares; 2025Q4: 59,094 shares; 2026Q1: 65,503 shares 65,503 $5.62M 0.01% +6,409 Timeline VTWG 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: 34,188 shares; 2024Q4: 33,548 shares; 2025Q1: 30,457 shares; 2025Q2: 30,036 shares; 2025Q3: 29,189 shares; 2025Q4: 27,920 shares; 2026Q1: 24,517 shares 24,517 $5.62M 0.01% -3,403 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 6,509 shares; 2025Q1: 4,941 shares; 2025Q2: 24,666 shares; 2025Q3: 16,644 shares; 2025Q4: 17,478 shares; 2026Q1: 28,733 shares 28,733 $5.61M 0.01% +11,255 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,622 shares; 2024Q4: 24,704 shares; 2025Q1: 18,364 shares; 2025Q2: 18,155 shares; 2025Q3: 18,559 shares; 2025Q4: 19,366 shares; 2026Q1: 22,430 shares 22,430 $5.61M 0.01% +3,064 Timeline AVTM 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: not reported; 2026Q1: 118,996 shares 118,996 $5.59M 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 32,093 shares; 2025Q1: 30,390 shares; 2025Q2: 29,587 shares; 2025Q3: 28,011 shares; 2025Q4: 27,406 shares; 2026Q1: 27,694 shares 27,694 $5.59M 0.01% +288 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,431 shares; 2025Q1: 3,430 shares; 2025Q2: 57,366 shares; 2025Q3: 55,790 shares; 2025Q4: 55,488 shares; 2026Q1: 54,796 shares 54,796 $5.59M 0.01% -692 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: not reported; 2025Q1: 50,538 shares; 2025Q2: 57,122 shares; 2025Q3: 59,313 shares; 2025Q4: 78,191 shares; 2026Q1: 373,758 shares 373,758 $5.55M 0.01% +295,567 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,794 shares; 2024Q4: 33,090 shares; 2025Q1: 28,782 shares; 2025Q2: 28,130 shares; 2025Q3: 30,270 shares; 2025Q4: 46,832 shares; 2026Q1: 79,787 shares 79,787 $5.52M 0.01% +32,955 Timeline GIGB 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: 65,382 shares; 2024Q4: 73,633 shares; 2025Q1: 69,124 shares; 2025Q2: 102,608 shares; 2025Q3: 105,898 shares; 2025Q4: 110,682 shares; 2026Q1: 119,576 shares 119,576 $5.48M 0.01% +8,894 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,724 shares; 2024Q4: 290,910 shares; 2025Q1: 56,112 shares; 2025Q2: 54,737 shares; 2025Q3: 56,239 shares; 2025Q4: 55,854 shares; 2026Q1: 61,829 shares 61,829 $5.47M 0.01% +5,975 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,127 shares; 2026Q1: 219,677 shares 219,677 $5.47M 0.01% +61,550 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,261 shares; 2024Q4: 60,376 shares; 2025Q1: 64,229 shares; 2025Q2: 75,387 shares; 2025Q3: 77,922 shares; 2025Q4: 159,532 shares; 2026Q1: 230,738 shares 230,738 $5.46M 0.01% +71,206 Timeline DBB 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: 189,712 shares; 2024Q4: 269,300 shares; 2025Q1: 244,004 shares; 2025Q2: 244,004 shares; 2025Q3: 244,004 shares; 2025Q4: 246,042 shares; 2026Q1: 231,703 shares 231,703 $5.45M 0.01% -14,339 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,376 shares; 2025Q1: 7,823 shares; 2025Q2: 7,582 shares; 2025Q3: 10,808 shares; 2025Q4: 10,622 shares; 2026Q1: 10,014 shares 10,014 $5.44M 0.01% -608 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 30,947 shares; 2025Q1: 29,377 shares; 2025Q2: 29,175 shares; 2025Q3: 31,583 shares; 2025Q4: 28,646 shares; 2026Q1: 26,594 shares 26,594 $5.42M 0.01% -2,052 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,596 shares; 2024Q4: 257,959 shares; 2025Q1: 254,340 shares; 2025Q2: 237,619 shares; 2025Q3: 264,583 shares; 2025Q4: 274,358 shares; 2026Q1: 273,754 shares 273,754 $5.41M 0.01% -604 Timeline OACC OAKTREE ACQUISITION CORP III More: the full row for OAKTREE ACQUISITION CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,989 shares; 2025Q2: 686,693 shares; 2025Q3: 657,628 shares; 2025Q4: 627,029 shares; 2026Q1: 510,836 shares 510,836 $5.4M 0.01% -116,193 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,547 shares; 2024Q4: 122,700 shares; 2025Q1: 118,174 shares; 2025Q2: 117,435 shares; 2025Q3: 125,363 shares; 2025Q4: 134,639 shares; 2026Q1: 138,003 shares 138,003 $5.39M 0.01% +3,364 Timeline BMAR 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: 89,833 shares; 2024Q4: 89,623 shares; 2025Q1: 102,679 shares; 2025Q2: 91,322 shares; 2025Q3: 100,614 shares; 2025Q4: 100,345 shares; 2026Q1: 102,528 shares 102,528 $5.38M 0.01% +2,183 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to 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: 216,260 shares 216,260 $5.38M 0.01% new Timeline PZT 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: 600,014 shares; 2024Q4: 617,478 shares; 2025Q1: 655,429 shares; 2025Q2: 660,206 shares; 2025Q3: 619,333 shares; 2025Q4: 328,652 shares; 2026Q1: 241,844 shares 241,844 $5.34M 0.01% -86,808 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,029 shares; 2024Q4: 444,114 shares; 2025Q1: 342,179 shares; 2025Q2: 323,520 shares; 2025Q3: 380,549 shares; 2025Q4: 323,634 shares; 2026Q1: 373,409 shares 373,409 $5.33M 0.01% +49,775 Timeline PICK 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: 46,658 shares; 2024Q4: 21,231 shares; 2025Q1: 24,677 shares; 2025Q2: 31,940 shares; 2025Q3: 12,680 shares; 2025Q4: 91,342 shares; 2026Q1: 92,836 shares 92,836 $5.25M 0.01% +1,494 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 66,554 shares; 2025Q3: 67,007 shares; 2025Q4: 83,508 shares; 2026Q1: 91,853 shares 91,853 $5.22M 0.01% +8,345 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,107 shares; 2025Q1: 5,097 shares; 2025Q2: 4,510 shares; 2025Q3: 18,008 shares; 2025Q4: 16,755 shares; 2026Q1: 16,137 shares 16,137 $5.21M 0.01% -618 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 22,939 shares; 2025Q1: 16,020 shares; 2025Q2: 15,421 shares; 2025Q3: 15,633 shares; 2025Q4: 21,473 shares; 2026Q1: 22,311 shares 22,311 $5.2M 0.01% +838 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 37,244 shares; 2025Q1: 34,336 shares; 2025Q2: 27,723 shares; 2025Q3: 29,525 shares; 2025Q4: 32,601 shares; 2026Q1: 38,448 shares 38,448 $5.18M 0.01% +5,847 Timeline GSST 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: 190,663 shares; 2024Q4: 144,380 shares; 2025Q1: 131,687 shares; 2025Q2: 141,576 shares; 2025Q3: 131,279 shares; 2025Q4: 139,507 shares; 2026Q1: 102,101 shares 102,101 $5.16M 0.01% -37,406 Timeline PRFZ 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: 111,830 shares; 2024Q4: 110,187 shares; 2025Q1: 116,937 shares; 2025Q2: 114,992 shares; 2025Q3: 115,056 shares; 2025Q4: 117,188 shares; 2026Q1: 112,388 shares 112,388 $5.16M 0.01% -4,800 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,413 shares; 2024Q4: 39,277 shares; 2025Q1: 45,690 shares; 2025Q2: 40,645 shares; 2025Q3: 39,741 shares; 2025Q4: 40,353 shares; 2026Q1: 108,437 shares 108,437 $5.14M 0.01% +68,084 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,520 shares; 2024Q4: 107,500 shares; 2025Q1: 124,198 shares; 2025Q2: 160,235 shares; 2025Q3: 155,517 shares; 2025Q4: 155,671 shares; 2026Q1: 158,520 shares 158,520 $5.14M 0.01% +2,849 Timeline XES 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: 5,320 shares; 2024Q4: 5,221 shares; 2025Q1: 5,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,063 shares 44,063 $5.13M 0.01% new Timeline JAVA 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: 52,972 shares; 2024Q4: 54,024 shares; 2025Q1: 59,869 shares; 2025Q2: 63,749 shares; 2025Q3: 65,242 shares; 2025Q4: 69,240 shares; 2026Q1: 71,134 shares 71,134 $5.1M 0.01% +1,894 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 17,254 shares; 2025Q1: 19,256 shares; 2025Q2: 17,624 shares; 2025Q3: 17,811 shares; 2025Q4: 26,820 shares; 2026Q1: 28,039 shares 28,039 $5.1M 0.01% +1,219 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,619 shares; 2024Q4: 164,932 shares; 2025Q1: 122,671 shares; 2025Q2: 108,287 shares; 2025Q3: 115,955 shares; 2025Q4: 116,336 shares; 2026Q1: 105,197 shares 105,197 $5.1M 0.01% -11,139 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,046 shares; 2024Q4: 50,883 shares; 2025Q1: 52,075 shares; 2025Q2: 54,388 shares; 2025Q3: 54,104 shares; 2025Q4: 55,114 shares; 2026Q1: 55,688 shares 55,688 $5.1M 0.01% +574 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,550 shares; 2024Q4: 111,951 shares; 2025Q1: 113,463 shares; 2025Q2: 111,801 shares; 2025Q3: 133,450 shares; 2025Q4: 200,173 shares; 2026Q1: 221,140 shares 221,140 $5.09M 0.01% +20,967 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 28,485 shares; 2025Q1: 27,409 shares; 2025Q2: 27,718 shares; 2025Q3: 25,445 shares; 2025Q4: 25,775 shares; 2026Q1: 25,167 shares 25,167 $5.08M 0.01% -608 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,728 shares; 2024Q4: 497,961 shares; 2025Q1: 579,254 shares; 2025Q2: 573,482 shares; 2025Q3: 706,632 shares; 2025Q4: 153,479 shares; 2026Q1: 158,595 shares 158,595 $5.08M 0.01% +5,116 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,660 shares; 2024Q4: 191,988 shares; 2025Q1: 189,495 shares; 2025Q2: 168,102 shares; 2025Q3: 168,137 shares; 2025Q4: 166,087 shares; 2026Q1: 166,592 shares 166,592 $5.07M 0.01% +505 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,884 shares; 2024Q4: 104,716 shares; 2025Q1: 100,611 shares; 2025Q2: 93,661 shares; 2025Q3: 93,258 shares; 2025Q4: 94,408 shares; 2026Q1: 95,585 shares 95,585 $5.06M 0.01% +1,177 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,010 shares 99,010 $5.05M 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,013 shares; 2024Q4: 16,378 shares; 2025Q1: 57,142 shares; 2025Q2: 18,694 shares; 2025Q3: 14,858 shares; 2025Q4: 50,237 shares; 2026Q1: 54,426 shares 54,426 $5.04M 0.01% +4,189 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,618 shares; 2024Q4: 59,344 shares; 2025Q1: 59,714 shares; 2025Q2: 59,047 shares; 2025Q3: 59,854 shares; 2025Q4: 62,511 shares; 2026Q1: 62,593 shares 62,593 $5.03M 0.01% +82 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,506 shares; 2024Q4: 146,066 shares; 2025Q1: 150,751 shares; 2025Q2: 151,555 shares; 2025Q3: 149,221 shares; 2025Q4: 160,597 shares; 2026Q1: 155,149 shares 155,149 $5.03M 0.01% -5,448 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,108 shares; 2024Q4: 54,629 shares; 2025Q1: 52,506 shares; 2025Q2: 46,220 shares; 2025Q3: 136,084 shares; 2025Q4: 128,451 shares; 2026Q1: 124,184 shares 124,184 $5.01M 0.01% -4,267 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 50,548 shares; 2025Q1: 48,024 shares; 2025Q2: 49,230 shares; 2025Q3: 50,271 shares; 2025Q4: 50,418 shares; 2026Q1: 54,260 shares 54,260 $5.01M 0.01% +3,842 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,596 shares; 2024Q4: 30,853 shares; 2025Q1: 31,618 shares; 2025Q2: 33,715 shares; 2025Q3: 32,882 shares; 2025Q4: 41,923 shares; 2026Q1: 45,529 shares 45,529 $5M 0.01% +3,606 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 60,802 shares; 2025Q1: 60,998 shares; 2025Q2: 56,160 shares; 2025Q3: 46,946 shares; 2025Q4: 36,696 shares; 2026Q1: 34,985 shares 34,985 $5M 0.01% -1,711 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,341 shares; 2024Q4: 224,623 shares; 2025Q1: 220,230 shares; 2025Q2: 222,792 shares; 2025Q3: 233,946 shares; 2025Q4: 229,497 shares; 2026Q1: 240,522 shares 240,522 $4.98M 0.01% +11,025 Timeline FLRN 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: 762,171 shares; 2024Q4: 213,828 shares; 2025Q1: 210,076 shares; 2025Q2: 214,895 shares; 2025Q3: 202,946 shares; 2025Q4: 168,354 shares; 2026Q1: 161,742 shares 161,742 $4.98M 0.01% -6,612 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,889 shares; 2025Q2: 16,351 shares; 2025Q3: 33,689 shares; 2025Q4: 47,640 shares; 2026Q1: 75,504 shares 75,504 $4.97M 0.01% +27,864 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,775 shares; 2024Q4: 67,251 shares; 2025Q1: 62,636 shares; 2025Q2: 43,604 shares; 2025Q3: 45,601 shares; 2025Q4: 24,355 shares; 2026Q1: 11,666 shares 11,666 $4.95M 0.01% -12,689 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,482 shares; 2024Q4: 27,467 shares; 2025Q1: 26,356 shares; 2025Q2: 24,112 shares; 2025Q3: 26,568 shares; 2025Q4: 27,722 shares; 2026Q1: 34,055 shares 34,055 $4.95M 0.01% +6,333 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,836 shares; 2024Q4: 48,988 shares; 2025Q1: 53,664 shares; 2025Q2: 51,320 shares; 2025Q3: 55,696 shares; 2025Q4: 50,450 shares; 2026Q1: 59,688 shares 59,688 $4.94M 0.01% +9,238 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,307 shares; 2024Q4: 30,111 shares; 2025Q1: 26,138 shares; 2025Q2: 39,130 shares; 2025Q3: 37,589 shares; 2025Q4: 22,709 shares; 2026Q1: 29,713 shares 29,713 $4.93M 0.01% +7,004 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,882 shares; 2024Q4: 494,740 shares; 2025Q1: 127,444 shares; 2025Q2: 121,013 shares; 2025Q3: 140,157 shares; 2025Q4: 129,169 shares; 2026Q1: 215,272 shares 215,272 $4.93M 0.01% +86,103 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,456 shares; 2024Q4: 41,995 shares; 2025Q1: 40,170 shares; 2025Q2: 43,294 shares; 2025Q3: 45,265 shares; 2025Q4: 40,031 shares; 2026Q1: 39,653 shares 39,653 $4.89M 0.01% -378 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,663 shares; 2024Q4: 23,369 shares; 2025Q1: 26,489 shares; 2025Q2: 42,588 shares; 2025Q3: 44,753 shares; 2025Q4: 44,936 shares; 2026Q1: 62,420 shares 62,420 $4.89M 0.01% +17,484 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 153,911 shares; 2026Q1: 42,520 shares 42,520 $4.88M 0.01% -111,391 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,583 shares; 2024Q4: 111,552 shares; 2025Q1: 104,223 shares; 2025Q2: 105,935 shares; 2025Q3: 124,193 shares; 2025Q4: 123,363 shares; 2026Q1: 147,008 shares 147,008 $4.88M 0.01% +23,645 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,394 shares; 2024Q4: 112,018 shares; 2025Q1: 99,834 shares; 2025Q2: 113,052 shares; 2025Q3: 107,702 shares; 2025Q4: 105,882 shares; 2026Q1: 106,691 shares 106,691 $4.88M 0.01% +809 Timeline LVDS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,003 shares; 2025Q4: 96,841 shares; 2026Q1: 96,637 shares 96,637 $4.88M 0.01% -204 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,761 shares; 2024Q4: 104,602 shares; 2025Q1: 88,736 shares; 2025Q2: 81,741 shares; 2025Q3: 74,676 shares; 2025Q4: 70,772 shares; 2026Q1: 73,411 shares 73,411 $4.87M 0.01% +2,639 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,286 shares; 2024Q4: 37,318 shares; 2025Q1: 34,816 shares; 2025Q2: 37,327 shares; 2025Q3: 69,476 shares; 2025Q4: 42,251 shares; 2026Q1: 41,080 shares 41,080 $4.87M 0.01% -1,171 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,422 shares; 2025Q1: 10,094 shares; 2025Q2: 6,746 shares; 2025Q3: 7,685 shares; 2025Q4: 45,235 shares; 2026Q1: 63,634 shares 63,634 $4.86M 0.01% +18,399 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 145,245 shares; 2025Q1: 144,534 shares; 2025Q2: 145,439 shares; 2025Q3: 151,501 shares; 2025Q4: 186,093 shares; 2026Q1: 195,302 shares 195,302 $4.83M 0.01% +9,209 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,601 shares; 2024Q4: 105,174 shares; 2025Q1: 153,025 shares; 2025Q2: 136,747 shares; 2025Q3: 135,742 shares; 2025Q4: 104,259 shares; 2026Q1: 106,347 shares 106,347 $4.83M 0.01% +2,088 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 231,140 shares; 2025Q1: 235,879 shares; 2025Q2: 265,298 shares; 2025Q3: 289,610 shares; 2025Q4: 276,112 shares; 2026Q1: 106,482 shares 106,482 $4.82M 0.01% -169,630 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 3,471 shares; 2025Q1: 3,621 shares; 2025Q2: 10,624 shares; 2025Q3: 13,693 shares; 2025Q4: 14,072 shares; 2026Q1: 14,817 shares 14,817 $4.82M 0.01% +745 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,223 shares; 2024Q4: 192,645 shares; 2025Q1: 188,266 shares; 2025Q2: 170,349 shares; 2025Q3: 173,999 shares; 2025Q4: 191,706 shares; 2026Q1: 181,837 shares 181,837 $4.82M 0.01% -9,869 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,923 shares; 2024Q4: 117,923 shares; 2025Q1: 117,923 shares; 2025Q2: 118,135 shares; 2025Q3: 132,020 shares; 2025Q4: 132,020 shares; 2026Q1: 126,466 shares 126,466 $4.81M 0.01% -5,554 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,830 shares; 2024Q4: 66,087 shares; 2025Q1: 69,836 shares; 2025Q2: 67,978 shares; 2025Q3: 68,659 shares; 2025Q4: 62,447 shares; 2026Q1: 63,563 shares 63,563 $4.8M 0.01% +1,116 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,824 shares; 2024Q4: 37,483 shares; 2025Q1: 36,617 shares; 2025Q2: 36,283 shares; 2025Q3: 26,284 shares; 2025Q4: 24,094 shares; 2026Q1: 19,513 shares 19,513 $4.78M 0.01% -4,581 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905,701 shares; 2024Q4: 750,542 shares; 2025Q1: 714,836 shares; 2025Q2: 684,657 shares; 2025Q3: 755,405 shares; 2025Q4: 763,810 shares; 2026Q1: 949,937 shares 949,937 $4.78M 0.01% +186,127 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,797 shares; 2024Q4: 51,278 shares; 2025Q1: 42,820 shares; 2025Q2: 44,437 shares; 2025Q3: 26,892 shares; 2025Q4: 29,771 shares; 2026Q1: 33,781 shares 33,781 $4.77M 0.01% +4,010 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,843 shares; 2026Q1: 161,631 shares 161,631 $4.76M 0.01% +21,788 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,386 shares; 2024Q4: 25,705 shares; 2025Q1: 41,049 shares; 2025Q2: 41,805 shares; 2025Q3: 42,043 shares; 2025Q4: 42,546 shares; 2026Q1: 42,852 shares 42,852 $4.73M 0.01% +306 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 32,910 shares; 2025Q1: 39,674 shares; 2025Q2: 37,005 shares; 2025Q3: 33,367 shares; 2025Q4: 34,744 shares; 2026Q1: 21,025 shares 21,025 $4.72M 0.01% -13,719 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,105 shares; 2024Q4: 451,105 shares; 2025Q1: 441,095 shares; 2025Q2: 446,354 shares; 2025Q3: 442,085 shares; 2025Q4: 442,087 shares; 2026Q1: 432,012 shares 432,012 $4.71M 0.01% -10,075 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,064 shares; 2026Q1: 93,467 shares 93,467 $4.71M 0.01% +35,403 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,408 shares; 2024Q4: 32,494 shares; 2025Q1: 37,528 shares; 2025Q2: 40,605 shares; 2025Q3: 44,023 shares; 2025Q4: 45,947 shares; 2026Q1: 50,061 shares 50,061 $4.7M <0.01% +4,114 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,379 shares; 2024Q4: 278,678 shares; 2025Q1: 288,375 shares; 2025Q2: 318,942 shares; 2025Q3: 322,774 shares; 2025Q4: 283,893 shares; 2026Q1: 274,539 shares 274,539 $4.7M <0.01% -9,354 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,087 shares; 2024Q4: 32,682 shares; 2025Q1: 36,460 shares; 2025Q2: 32,274 shares; 2025Q3: 43,269 shares; 2025Q4: 40,975 shares; 2026Q1: 42,688 shares 42,688 $4.69M <0.01% +1,713 Timeline ASTX INVESTMENT MANAGERS SER TR More: the full row for INVESTMENT MANAGERS 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: 85,900 shares; 2025Q4: 135,208 shares; 2026Q1: 128,720 shares 128,720 $4.69M <0.01% -6,488 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,735 shares; 2024Q4: 273,571 shares; 2025Q1: 49,837 shares; 2025Q2: 203,181 shares; 2025Q3: 93,717 shares; 2025Q4: 334,159 shares; 2026Q1: 127,142 shares 127,142 $4.68M <0.01% -207,017 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,272 shares; 2024Q4: 258,712 shares; 2025Q1: 323,161 shares; 2025Q2: 339,807 shares; 2025Q3: 233,875 shares; 2025Q4: 210,187 shares; 2026Q1: 208,082 shares 208,082 $4.68M <0.01% -2,105 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,725 shares; 2024Q4: 139,780 shares; 2025Q1: 133,945 shares; 2025Q2: 132,920 shares; 2025Q3: 121,822 shares; 2025Q4: 122,855 shares; 2026Q1: 118,129 shares 118,129 $4.65M <0.01% -4,726 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 15,015 shares; 2025Q1: 14,580 shares; 2025Q2: 14,611 shares; 2025Q3: 14,517 shares; 2025Q4: 14,512 shares; 2026Q1: 14,241 shares 14,241 $4.64M <0.01% -271 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,627 shares; 2024Q4: 70,763 shares; 2025Q1: 71,016 shares; 2025Q2: 71,167 shares; 2025Q3: 69,836 shares; 2025Q4: 68,818 shares; 2026Q1: 373,972 shares 373,972 $4.64M <0.01% +305,154 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,607 shares; 2025Q1: 198,754 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,490 shares; 2026Q1: 182,504 shares 182,504 $4.62M <0.01% +153,014 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,949 shares; 2024Q4: 187,695 shares; 2025Q1: 287,978 shares; 2025Q2: 146,807 shares; 2025Q3: 146,833 shares; 2025Q4: 89,350 shares; 2026Q1: 520,273 shares 520,273 $4.62M <0.01% +430,923 Timeline KNG 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: 124,920 shares; 2024Q4: 164,564 shares; 2025Q1: 117,345 shares; 2025Q2: 113,978 shares; 2025Q3: 111,543 shares; 2025Q4: 95,225 shares; 2026Q1: 94,826 shares 94,826 $4.62M <0.01% -399 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 7,547 shares; 2025Q1: 8,645 shares; 2025Q2: 35,778 shares; 2025Q3: 30,626 shares; 2025Q4: 30,155 shares; 2026Q1: 16,391 shares 16,391 $4.62M <0.01% -13,764 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,767 shares; 2024Q4: 122,765 shares; 2025Q1: 88,946 shares; 2025Q2: 85,592 shares; 2025Q3: 83,354 shares; 2025Q4: 69,734 shares; 2026Q1: 65,746 shares 65,746 $4.62M <0.01% -3,988 Timeline SCHO 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: 123,712 shares; 2024Q4: 256,596 shares; 2025Q1: 335,545 shares; 2025Q2: 375,574 shares; 2025Q3: 387,001 shares; 2025Q4: 403,072 shares; 2026Q1: 190,039 shares 190,039 $4.61M <0.01% -213,033 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 18,309 shares; 2025Q1: 15,886 shares; 2025Q2: 15,463 shares; 2025Q3: 14,784 shares; 2025Q4: 35,997 shares; 2026Q1: 41,861 shares 41,861 $4.6M <0.01% +5,864 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,108 shares; 2025Q3: 64,771 shares; 2025Q4: 53,390 shares; 2026Q1: 59,100 shares 59,100 $4.58M <0.01% +5,710 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,819 shares; 2024Q4: 54,457 shares; 2025Q1: 59,983 shares; 2025Q2: 63,705 shares; 2025Q3: 77,332 shares; 2025Q4: 102,906 shares; 2026Q1: 94,504 shares 94,504 $4.57M <0.01% -8,402 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,135 shares; 2024Q4: 14,670 shares; 2025Q1: 135,190 shares; 2025Q2: 137,671 shares; 2025Q3: 135,674 shares; 2025Q4: 141,896 shares; 2026Q1: 143,030 shares 143,030 $4.57M <0.01% +1,134 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,186 shares; 2024Q4: 71,008 shares; 2025Q1: 94,320 shares; 2025Q2: 122,513 shares; 2025Q3: 147,373 shares; 2025Q4: 209,108 shares; 2026Q1: 209,156 shares 209,156 $4.56M <0.01% +48 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,229 shares; 2024Q4: 163,281 shares; 2025Q1: 158,023 shares; 2025Q2: 152,056 shares; 2025Q3: 186,019 shares; 2025Q4: 190,943 shares; 2026Q1: 202,655 shares 202,655 $4.55M <0.01% +11,712 Timeline DFJ 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: 48,215 shares; 2025Q1: 46,443 shares; 2025Q2: 88,061 shares; 2025Q3: 91,335 shares; 2025Q4: 91,199 shares; 2026Q1: 44,446 shares 44,446 $4.54M <0.01% -46,753 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 14,484 shares; 2025Q1: 17,375 shares; 2025Q2: 17,492 shares; 2025Q3: 17,603 shares; 2025Q4: 17,364 shares; 2026Q1: 20,080 shares 20,080 $4.53M <0.01% +2,716 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,244 shares; 2024Q4: 26,566 shares; 2025Q1: 27,628 shares; 2025Q2: 25,178 shares; 2025Q3: 25,965 shares; 2025Q4: 25,547 shares; 2026Q1: 150,949 shares 150,949 $4.52M <0.01% +125,402 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,509 shares; 2024Q4: 126,356 shares; 2025Q1: 103,862 shares; 2025Q2: 114,487 shares; 2025Q3: 210,707 shares; 2025Q4: 116,804 shares; 2026Q1: 129,888 shares 129,888 $4.52M <0.01% +13,084 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,542 shares; 2024Q4: 112,075 shares; 2025Q1: 109,636 shares; 2025Q2: 108,391 shares; 2025Q3: 106,448 shares; 2025Q4: 106,143 shares; 2026Q1: 105,281 shares 105,281 $4.52M <0.01% -862 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,741 shares 53,741 $4.51M <0.01% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,364 shares; 2025Q4: 84,186 shares; 2026Q1: 114,309 shares 114,309 $4.51M <0.01% +30,123 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,995 shares; 2024Q4: 420,681 shares; 2025Q1: 417,946 shares; 2025Q2: 423,017 shares; 2025Q3: 430,103 shares; 2025Q4: 433,897 shares; 2026Q1: 415,436 shares 415,436 $4.5M <0.01% -18,461 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,877 shares; 2024Q4: 77,682 shares; 2025Q1: 52,285 shares; 2025Q2: 41,289 shares; 2025Q3: 45,699 shares; 2025Q4: 39,805 shares; 2026Q1: 47,576 shares 47,576 $4.5M <0.01% +7,771 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,042 shares; 2025Q1: 2,387 shares; 2025Q2: 1,955 shares; 2025Q3: 2,950 shares; 2025Q4: 1,948 shares; 2026Q1: 33,683 shares 33,683 $4.49M <0.01% +31,735 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 21,062 shares; 2025Q1: 179,788 shares; 2025Q2: 42,893 shares; 2025Q3: 87,407 shares; 2025Q4: 83,482 shares; 2026Q1: 82,102 shares 82,102 $4.49M <0.01% -1,380 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,621 shares; 2024Q4: 31,338 shares; 2025Q1: 46,346 shares; 2025Q2: 39,555 shares; 2025Q3: 39,376 shares; 2025Q4: 58,935 shares; 2026Q1: 39,023 shares 39,023 $4.48M <0.01% -19,912 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,770 shares; 2026Q1: 58,811 shares 58,811 $4.48M <0.01% -17,959 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 15,142 shares; 2025Q1: 41,906 shares; 2025Q2: 20,616 shares; 2025Q3: 17,849 shares; 2025Q4: 18,329 shares; 2026Q1: 17,572 shares 17,572 $4.47M <0.01% -757 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,890 shares; 2024Q4: 437,176 shares; 2025Q1: 436,914 shares; 2025Q2: 445,312 shares; 2025Q3: 440,119 shares; 2025Q4: 434,670 shares; 2026Q1: 437,638 shares 437,638 $4.47M <0.01% +2,968 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,712 shares; 2024Q4: 61,453 shares; 2025Q1: 74,703 shares; 2025Q2: 84,856 shares; 2025Q3: 90,229 shares; 2025Q4: 79,697 shares; 2026Q1: 97,917 shares 97,917 $4.46M <0.01% +18,220 Timeline IAGG 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: 42,908 shares; 2024Q4: 45,132 shares; 2025Q1: 48,495 shares; 2025Q2: 68,208 shares; 2025Q3: 72,779 shares; 2025Q4: 80,156 shares; 2026Q1: 88,917 shares 88,917 $4.45M <0.01% +8,761 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,385 shares; 2025Q1: 13,625 shares; 2025Q2: 13,747 shares; 2025Q3: 14,254 shares; 2025Q4: 14,495 shares; 2026Q1: 15,700 shares 15,700 $4.43M <0.01% +1,205 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,769 shares; 2024Q4: 108,740 shares; 2025Q1: 109,037 shares; 2025Q2: 77,984 shares; 2025Q3: 78,933 shares; 2025Q4: 76,936 shares; 2026Q1: 127,093 shares 127,093 $4.43M <0.01% +50,157 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,344 shares; 2024Q4: 178,718 shares; 2025Q1: 168,062 shares; 2025Q2: 175,795 shares; 2025Q3: 181,947 shares; 2025Q4: 187,945 shares; 2026Q1: 206,034 shares 206,034 $4.43M <0.01% +18,089 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,531 shares; 2024Q4: 32,830 shares; 2025Q1: 31,444 shares; 2025Q2: 41,158 shares; 2025Q3: 47,624 shares; 2025Q4: 50,016 shares; 2026Q1: 52,333 shares 52,333 $4.43M <0.01% +2,317 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,741 shares; 2024Q4: 102,796 shares; 2025Q1: 102,047 shares; 2025Q2: 300,860 shares; 2025Q3: 337,751 shares; 2025Q4: 113,255 shares; 2026Q1: 104,903 shares 104,903 $4.43M <0.01% -8,352 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 17,411 shares; 2025Q1: 36,717 shares; 2025Q2: 95,008 shares; 2025Q3: 96,269 shares; 2025Q4: 95,572 shares; 2026Q1: 43,123 shares 43,123 $4.42M <0.01% -52,449 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,810 shares; 2024Q4: 31,465 shares; 2025Q1: 30,468 shares; 2025Q2: 78,227 shares; 2025Q3: 79,172 shares; 2025Q4: 72,262 shares; 2026Q1: 21,217 shares 21,217 $4.41M <0.01% -51,045 Timeline EFZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350,753 shares 350,753 $4.41M <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,447 shares; 2024Q4: 67,308 shares; 2025Q1: 68,420 shares; 2025Q2: 69,388 shares; 2025Q3: 67,320 shares; 2025Q4: 73,516 shares; 2026Q1: 76,481 shares 76,481 $4.41M <0.01% +2,965 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,137 shares; 2024Q4: 166,882 shares; 2025Q1: 175,703 shares; 2025Q2: 199,514 shares; 2025Q3: 152,690 shares; 2025Q4: 136,891 shares; 2026Q1: 146,431 shares 146,431 $4.4M <0.01% +9,540 Timeline AVSE 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: 71,873 shares; 2024Q4: 75,301 shares; 2025Q1: 56,768 shares; 2025Q2: 53,968 shares; 2025Q3: 70,656 shares; 2025Q4: 65,972 shares; 2026Q1: 66,136 shares 66,136 $4.4M <0.01% +164 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,486 shares; 2024Q4: 38,454 shares; 2025Q1: 37,725 shares; 2025Q2: 37,219 shares; 2025Q3: 37,292 shares; 2025Q4: 36,391 shares; 2026Q1: 36,855 shares 36,855 $4.4M <0.01% +464 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,451 shares; 2024Q4: 76,896 shares; 2025Q1: 45,653 shares; 2025Q2: 47,642 shares; 2025Q3: 36,689 shares; 2025Q4: 34,855 shares; 2026Q1: 34,086 shares 34,086 $4.4M <0.01% -769 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,681 shares; 2024Q4: 177,803 shares; 2025Q1: 178,068 shares; 2025Q2: 169,881 shares; 2025Q3: 183,375 shares; 2025Q4: 293,969 shares; 2026Q1: 219,087 shares 219,087 $4.39M <0.01% -74,882 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,866 shares; 2025Q4: 150,654 shares; 2026Q1: 153,258 shares 153,258 $4.39M <0.01% +2,604 Timeline PID 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: 188,849 shares; 2024Q4: 189,412 shares; 2025Q1: 191,121 shares; 2025Q2: 193,351 shares; 2025Q3: 194,976 shares; 2025Q4: 195,195 shares; 2026Q1: 196,826 shares 196,826 $4.38M <0.01% +1,631 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,289 shares; 2024Q4: 11,882 shares; 2025Q1: 11,532 shares; 2025Q2: 30,751 shares; 2025Q3: 41,596 shares; 2025Q4: 21,247 shares; 2026Q1: 24,094 shares 24,094 $4.33M <0.01% +2,847 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,037 shares; 2024Q4: 322,845 shares; 2025Q1: 565,149 shares; 2025Q2: 605,617 shares; 2025Q3: 619,171 shares; 2025Q4: 622,686 shares; 2026Q1: 956,832 shares 956,832 $4.32M <0.01% +334,146 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,698 shares; 2024Q4: 90,095 shares; 2025Q1: 88,402 shares; 2025Q2: 84,738 shares; 2025Q3: 84,061 shares; 2025Q4: 62,856 shares; 2026Q1: 85,645 shares 85,645 $4.32M <0.01% +22,789 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,087 shares; 2024Q4: 85,046 shares; 2025Q1: 84,186 shares; 2025Q2: 67,606 shares; 2025Q3: 85,441 shares; 2025Q4: 87,234 shares; 2026Q1: 87,902 shares 87,902 $4.29M <0.01% +668 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,373 shares; 2024Q4: 387,369 shares; 2025Q1: 402,691 shares; 2025Q2: 175,546 shares; 2025Q3: 172,778 shares; 2025Q4: 167,968 shares; 2026Q1: 176,450 shares 176,450 $4.28M <0.01% +8,482 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,275 shares; 2024Q4: 382,338 shares; 2025Q1: 339,030 shares; 2025Q2: 317,869 shares; 2025Q3: 308,790 shares; 2025Q4: 251,045 shares; 2026Q1: 232,706 shares 232,706 $4.28M <0.01% -18,339 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,612 shares; 2025Q1: 5,081 shares; 2025Q2: 3,798 shares; 2025Q3: 3,808 shares; 2025Q4: 3,812 shares; 2026Q1: 5,363 shares 5,363 $4.24M <0.01% +1,551 Timeline VNLA 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: 308,223 shares; 2024Q4: 155,002 shares; 2025Q1: 164,323 shares; 2025Q2: 186,029 shares; 2025Q3: 195,903 shares; 2025Q4: 127,302 shares; 2026Q1: 86,279 shares 86,279 $4.22M <0.01% -41,023 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,941 shares; 2024Q4: 227,164 shares; 2025Q1: 286,863 shares; 2025Q2: 318,000 shares; 2025Q3: 320,162 shares; 2025Q4: 289,719 shares; 2026Q1: 222,927 shares 222,927 $4.21M <0.01% -66,792 Timeline FREL 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: 135,885 shares; 2024Q4: 139,563 shares; 2025Q1: 144,443 shares; 2025Q2: 145,296 shares; 2025Q3: 145,080 shares; 2025Q4: 147,024 shares; 2026Q1: 155,854 shares 155,854 $4.19M <0.01% +8,830 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,752 shares; 2024Q4: 137,945 shares; 2025Q1: 144,680 shares; 2025Q2: 186,697 shares; 2025Q3: 219,485 shares; 2025Q4: 226,137 shares; 2026Q1: 94,097 shares 94,097 $4.18M <0.01% -132,040 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,639 shares; 2024Q4: 124,222 shares; 2025Q1: 126,392 shares; 2025Q2: 126,872 shares; 2025Q3: 124,897 shares; 2025Q4: 125,735 shares; 2026Q1: 63,095 shares 63,095 $4.18M <0.01% -62,640 Timeline SIL 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: 18,007 shares; 2024Q4: 21,728 shares; 2025Q1: 24,698 shares; 2025Q2: 30,146 shares; 2025Q3: 33,382 shares; 2025Q4: 39,595 shares; 2026Q1: 46,411 shares 46,411 $4.18M <0.01% +6,816 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,058 shares; 2024Q4: 46,914 shares; 2025Q1: 55,790 shares; 2025Q2: 70,713 shares; 2025Q3: 69,918 shares; 2025Q4: 83,262 shares; 2026Q1: 83,374 shares 83,374 $4.17M <0.01% +112 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673,268 shares; 2024Q4: 666,713 shares; 2025Q1: 522,651 shares; 2025Q2: 452,809 shares; 2025Q3: 408,011 shares; 2025Q4: 382,375 shares; 2026Q1: 381,815 shares 381,815 $4.16M <0.01% -560 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,138 shares; 2024Q4: 10,749 shares; 2025Q1: 6,098 shares; 2025Q2: 5,754 shares; 2025Q3: 5,396 shares; 2025Q4: 27,302 shares; 2026Q1: 30,300 shares 30,300 $4.16M <0.01% +2,998 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,428 shares; 2024Q4: 511,381 shares; 2025Q1: 497,819 shares; 2025Q2: 497,533 shares; 2025Q3: 494,445 shares; 2025Q4: 491,551 shares; 2026Q1: 490,058 shares 490,058 $4.15M <0.01% -1,493 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,248 shares; 2024Q4: 94,524 shares; 2025Q1: 104,580 shares; 2025Q2: 107,097 shares; 2025Q3: 119,577 shares; 2025Q4: 130,375 shares; 2026Q1: 141,307 shares 141,307 $4.14M <0.01% +10,932 Timeline PMAY 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: 128,494 shares; 2024Q4: 120,518 shares; 2025Q1: 107,180 shares; 2025Q2: 116,746 shares; 2025Q3: 115,024 shares; 2025Q4: 113,512 shares; 2026Q1: 103,635 shares 103,635 $4.14M <0.01% -9,877 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,206 shares; 2025Q1: 4,136 shares; 2025Q2: 4,375 shares; 2025Q3: 3,778 shares; 2025Q4: 4,394 shares; 2026Q1: 3,772 shares 3,772 $4.12M <0.01% -622 Timeline AAUA 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: not reported; 2026Q1: 83,800 shares 83,800 $4.1M <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,886 shares; 2024Q4: 95,983 shares; 2025Q1: 86,648 shares; 2025Q2: 82,750 shares; 2025Q3: 72,376 shares; 2025Q4: 67,094 shares; 2026Q1: 63,432 shares 63,432 $4.1M <0.01% -3,662 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,705 shares; 2024Q4: 95,075 shares; 2025Q1: 87,786 shares; 2025Q2: 87,512 shares; 2025Q3: 89,133 shares; 2025Q4: 89,048 shares; 2026Q1: 48,835 shares 48,835 $4.08M <0.01% -40,213 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,187 shares; 2024Q4: 40,701 shares; 2025Q1: 37,016 shares; 2025Q2: 37,178 shares; 2025Q3: 37,568 shares; 2025Q4: 38,252 shares; 2026Q1: 44,797 shares 44,797 $4.06M <0.01% +6,545 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280,942 shares; 2025Q1: 297,573 shares; 2025Q2: 297,750 shares; 2025Q3: 288,012 shares; 2025Q4: 269,574 shares; 2026Q1: 101,789 shares 101,789 $4.06M <0.01% -167,785 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,105 shares; 2025Q3: 17,849 shares; 2025Q4: 21,862 shares; 2026Q1: 167,341 shares 167,341 $4.03M <0.01% +145,479 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,150 shares; 2024Q4: 89,646 shares; 2025Q1: 87,598 shares; 2025Q2: 86,803 shares; 2025Q3: 83,513 shares; 2025Q4: 84,223 shares; 2026Q1: 83,763 shares 83,763 $4.02M <0.01% -460 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 101,573 shares; 2025Q1: 99,814 shares; 2025Q2: 95,978 shares; 2025Q3: 100,720 shares; 2025Q4: 102,251 shares; 2026Q1: 99,816 shares 99,816 $4.02M <0.01% -2,435 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 5,372 shares; 2025Q1: 12,561 shares; 2025Q2: 13,668 shares; 2025Q3: 30,367 shares; 2025Q4: 29,644 shares; 2026Q1: 28,110 shares 28,110 $4.02M <0.01% -1,534 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,378 shares; 2025Q1: 65,649 shares; 2025Q2: 46,090 shares; 2025Q3: 100,778 shares; 2025Q4: 64,319 shares; 2026Q1: 113,925 shares 113,925 $4.01M <0.01% +49,606 Timeline BUFC 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: 84,139 shares; 2024Q4: 86,364 shares; 2025Q1: 134,355 shares; 2025Q2: 118,841 shares; 2025Q3: 88,984 shares; 2025Q4: 91,407 shares; 2026Q1: 98,668 shares 98,668 $4.01M <0.01% +7,261 Timeline DGRE 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: 78,177 shares; 2025Q1: 104,616 shares; 2025Q2: 109,608 shares; 2025Q3: 123,390 shares; 2025Q4: 125,694 shares; 2026Q1: 120,963 shares 120,963 $4.01M <0.01% -4,731 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,488 shares; 2024Q4: 203,498 shares; 2025Q1: 185,755 shares; 2025Q2: 178,967 shares; 2025Q3: 189,493 shares; 2025Q4: 189,985 shares; 2026Q1: 154,528 shares 154,528 $4M <0.01% -35,457 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 27,727 shares; 2025Q1: 27,665 shares; 2025Q2: 27,240 shares; 2025Q3: 26,885 shares; 2025Q4: 47,834 shares; 2026Q1: 46,503 shares 46,503 $4M <0.01% -1,331 Timeline QTJL 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: 95,607 shares; 2024Q4: 95,607 shares; 2025Q1: 95,607 shares; 2025Q2: 95,607 shares; 2025Q3: 104,146 shares; 2025Q4: 103,982 shares; 2026Q1: 103,982 shares 103,982 $4M <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,204 shares; 2025Q1: 31,396 shares; 2025Q2: 29,708 shares; 2025Q3: 29,192 shares; 2025Q4: 26,874 shares; 2026Q1: 24,445 shares 24,445 $3.99M <0.01% -2,429 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,716 shares; 2024Q4: 293,952 shares; 2025Q1: 289,667 shares; 2025Q2: 298,312 shares; 2025Q3: 289,824 shares; 2025Q4: 285,317 shares; 2026Q1: 289,406 shares 289,406 $3.99M <0.01% +4,089 Timeline FPX 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: 33,258 shares; 2024Q4: 32,259 shares; 2025Q1: 28,272 shares; 2025Q2: 27,945 shares; 2025Q3: 27,020 shares; 2025Q4: 24,904 shares; 2026Q1: 25,124 shares 25,124 $3.99M <0.01% +220 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,952 shares; 2024Q4: 64,877 shares; 2025Q1: 52,647 shares; 2025Q2: 47,127 shares; 2025Q3: 57,835 shares; 2025Q4: 55,343 shares; 2026Q1: 54,157 shares 54,157 $3.99M <0.01% -1,186 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 15,200 shares; 2025Q1: 13,762 shares; 2025Q2: 13,019 shares; 2025Q3: 12,863 shares; 2025Q4: 12,720 shares; 2026Q1: 13,248 shares 13,248 $3.99M <0.01% +528 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 13,077 shares; 2025Q1: 11,977 shares; 2025Q2: 11,288 shares; 2025Q3: 10,786 shares; 2025Q4: 10,578 shares; 2026Q1: 13,356 shares 13,356 $3.98M <0.01% +2,778 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 12,702 shares; 2025Q1: 14,630 shares; 2025Q2: 18,275 shares; 2025Q3: 18,827 shares; 2025Q4: 19,709 shares; 2026Q1: 19,798 shares 19,798 $3.98M <0.01% +89 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,903 shares; 2024Q4: 36,193 shares; 2025Q1: 35,320 shares; 2025Q2: 35,379 shares; 2025Q3: 34,338 shares; 2025Q4: 33,698 shares; 2026Q1: 32,997 shares 32,997 $3.94M <0.01% -701 Timeline PGRO 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: 40,874 shares; 2026Q1: 97,848 shares 97,848 $3.94M <0.01% +56,974 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,283 shares; 2025Q3: 145,335 shares; 2025Q4: 145,335 shares; 2026Q1: 145,335 shares 145,335 $3.94M <0.01% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,062 shares; 2024Q4: 178,132 shares; 2025Q1: 212,497 shares; 2025Q2: 9,157 shares; 2025Q3: 33,924 shares; 2025Q4: 102,173 shares; 2026Q1: 157,828 shares 157,828 $3.91M <0.01% +55,655 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 27,924 shares; 2025Q1: 16,930 shares; 2025Q2: 16,855 shares; 2025Q3: 16,720 shares; 2025Q4: 16,723 shares; 2026Q1: 16,548 shares 16,548 $3.91M <0.01% -175 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,599 shares; 2024Q4: 29,096 shares; 2025Q1: 30,701 shares; 2025Q2: 21,263 shares; 2025Q3: 22,041 shares; 2025Q4: 23,663 shares; 2026Q1: 24,659 shares 24,659 $3.91M <0.01% +996 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,544 shares; 2024Q4: 85,163 shares; 2025Q1: 117,024 shares; 2025Q2: 127,529 shares; 2025Q3: 136,970 shares; 2025Q4: 119,658 shares; 2026Q1: 208,446 shares 208,446 $3.9M <0.01% +88,788 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,059 shares; 2024Q4: 69,398 shares; 2025Q1: 47,490 shares; 2025Q2: 35,678 shares; 2025Q3: 75,016 shares; 2025Q4: 29,503 shares; 2026Q1: 40,671 shares 40,671 $3.89M <0.01% +11,168 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,236 shares; 2024Q4: 63,395 shares; 2025Q1: 71,563 shares; 2025Q2: 68,289 shares; 2025Q3: 70,020 shares; 2025Q4: 69,178 shares; 2026Q1: 69,206 shares 69,206 $3.89M <0.01% +28 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 6,970 shares; 2025Q1: 7,016 shares; 2025Q2: 4,416 shares; 2025Q3: 8,342 shares; 2025Q4: 9,292 shares; 2026Q1: 17,006 shares 17,006 $3.89M <0.01% +7,714 Timeline GVI 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: 41,281 shares; 2024Q4: 41,557 shares; 2025Q1: 42,396 shares; 2025Q2: 34,521 shares; 2025Q3: 37,945 shares; 2025Q4: 37,877 shares; 2026Q1: 36,352 shares 36,352 $3.88M <0.01% -1,525 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,237 shares; 2024Q4: 39,932 shares; 2025Q1: 35,954 shares; 2025Q2: 38,969 shares; 2025Q3: 38,410 shares; 2025Q4: 46,011 shares; 2026Q1: 52,963 shares 52,963 $3.88M <0.01% +6,952 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 10,677 shares; 2025Q1: 7,064 shares; 2025Q2: 5,577 shares; 2025Q3: 5,948 shares; 2025Q4: 6,076 shares; 2026Q1: 5,298 shares 5,298 $3.87M <0.01% -778 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 34,262 shares; 2025Q1: 8,780 shares; 2025Q2: 12,753 shares; 2025Q3: 10,286 shares; 2025Q4: 19,104 shares; 2026Q1: 21,701 shares 21,701 $3.87M <0.01% +2,597 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,616 shares; 2024Q4: 29,315 shares; 2025Q1: 25,382 shares; 2025Q2: 21,623 shares; 2025Q3: 40,330 shares; 2025Q4: 40,763 shares; 2026Q1: 30,373 shares 30,373 $3.86M <0.01% -10,390 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,338 shares; 2024Q4: 84,705 shares; 2025Q1: 72,282 shares; 2025Q2: 57,034 shares; 2025Q3: 72,817 shares; 2025Q4: 71,804 shares; 2026Q1: 82,724 shares 82,724 $3.86M <0.01% +10,920 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 15,978 shares; 2025Q1: 15,825 shares; 2025Q2: 14,411 shares; 2025Q3: 11,898 shares; 2025Q4: 10,516 shares; 2026Q1: 10,573 shares 10,573 $3.85M <0.01% +57 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,260 shares; 2024Q4: 51,294 shares; 2025Q1: 51,024 shares; 2025Q2: 45,891 shares; 2025Q3: 47,273 shares; 2025Q4: 44,855 shares; 2026Q1: 56,359 shares 56,359 $3.84M <0.01% +11,504 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,851 shares; 2024Q4: 204,717 shares; 2025Q1: 255,242 shares; 2025Q2: 257,242 shares; 2025Q3: 257,242 shares; 2025Q4: 257,228 shares; 2026Q1: 257,129 shares 257,129 $3.83M <0.01% -99 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,703 shares; 2025Q1: 7,122 shares; 2025Q2: 6,416 shares; 2025Q3: 6,173 shares; 2025Q4: 6,098 shares; 2026Q1: 6,328 shares 6,328 $3.83M <0.01% +230 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 7,431 shares; 2025Q1: 2,381 shares; 2025Q2: 2,499 shares; 2025Q3: 5,127 shares; 2025Q4: 5,508 shares; 2026Q1: 7,338 shares 7,338 $3.83M <0.01% +1,830 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,751 shares; 2024Q4: 75,389 shares; 2025Q1: 79,481 shares; 2025Q2: 61,622 shares; 2025Q3: 69,379 shares; 2025Q4: 71,576 shares; 2026Q1: 72,193 shares 72,193 $3.81M <0.01% +617 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,701 shares; 2024Q4: 35,173 shares; 2025Q1: 33,320 shares; 2025Q2: 34,091 shares; 2025Q3: 30,894 shares; 2025Q4: 31,491 shares; 2026Q1: 35,190 shares 35,190 $3.81M <0.01% +3,699 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,229 shares; 2024Q4: 25,572 shares; 2025Q1: 25,212 shares; 2025Q2: 29,193 shares; 2025Q3: 23,736 shares; 2025Q4: 23,979 shares; 2026Q1: 23,153 shares 23,153 $3.8M <0.01% -826 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,178 shares; 2024Q4: 19,855 shares; 2025Q1: 23,742 shares; 2025Q2: 35,457 shares; 2025Q3: 43,618 shares; 2025Q4: 163,159 shares; 2026Q1: 160,563 shares 160,563 $3.79M <0.01% -2,596 Timeline ARKW 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: 13,349 shares; 2024Q4: 13,436 shares; 2025Q1: 12,692 shares; 2025Q2: 27,152 shares; 2025Q3: 33,714 shares; 2025Q4: 32,402 shares; 2026Q1: 31,297 shares 31,297 $3.77M <0.01% -1,105 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,558 shares; 2024Q4: 73,772 shares; 2025Q1: 77,562 shares; 2025Q2: 98,674 shares; 2025Q3: 94,579 shares; 2025Q4: 59,821 shares; 2026Q1: 67,426 shares 67,426 $3.76M <0.01% +7,605 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,181 shares; 2024Q4: 153,645 shares; 2025Q1: 112,071 shares; 2025Q2: 105,716 shares; 2025Q3: 94,821 shares; 2025Q4: 93,526 shares; 2026Q1: 103,912 shares 103,912 $3.75M <0.01% +10,386 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,873 shares; 2024Q4: 21,034 shares; 2025Q1: 29,051 shares; 2025Q2: 29,721 shares; 2025Q3: 30,222 shares; 2025Q4: 30,978 shares; 2026Q1: 31,792 shares 31,792 $3.74M <0.01% +814 Timeline CSPF 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: 8,004 shares; 2025Q2: 8,004 shares; 2025Q3: 109,646 shares; 2025Q4: 142,224 shares; 2026Q1: 145,789 shares 145,789 $3.74M <0.01% +3,565 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,035 shares; 2024Q4: 44,849 shares; 2025Q1: 39,052 shares; 2025Q2: 48,184 shares; 2025Q3: 38,780 shares; 2025Q4: 41,389 shares; 2026Q1: 42,716 shares 42,716 $3.72M <0.01% +1,327 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,152 shares; 2025Q2: 15,017 shares; 2025Q3: 311,574 shares; 2025Q4: 293,333 shares; 2026Q1: 291,904 shares 291,904 $3.72M <0.01% -1,429 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 15,979 shares; 2025Q1: 15,581 shares; 2025Q2: 16,777 shares; 2025Q3: 19,691 shares; 2025Q4: 18,818 shares; 2026Q1: 18,172 shares 18,172 $3.72M <0.01% -646 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,444 shares; 2024Q4: 25,323 shares; 2025Q1: 26,519 shares; 2025Q2: 26,053 shares; 2025Q3: 27,655 shares; 2025Q4: 28,230 shares; 2026Q1: 57,741 shares 57,741 $3.72M <0.01% +29,511 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,538 shares; 2024Q4: 19,885 shares; 2025Q1: 27,971 shares; 2025Q2: 31,736 shares; 2025Q3: 26,330 shares; 2025Q4: 23,907 shares; 2026Q1: 24,741 shares 24,741 $3.71M <0.01% +834 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 9,675 shares; 2025Q1: 19,995 shares; 2025Q2: 31,641 shares; 2025Q3: 56,252 shares; 2025Q4: 110,277 shares; 2026Q1: 135,992 shares 135,992 $3.7M <0.01% +25,715 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 27,117 shares; 2025Q1: 32,752 shares; 2025Q2: 15,457 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,284 shares 265,284 $3.7M <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,702 shares; 2024Q4: 35,576 shares; 2025Q1: 38,189 shares; 2025Q2: 44,108 shares; 2025Q3: 41,591 shares; 2025Q4: 14,715 shares; 2026Q1: 10,445 shares 10,445 $3.7M <0.01% -4,270 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,790 shares; 2024Q4: 385,354 shares; 2025Q1: 568,557 shares; 2025Q2: 53,904 shares; 2025Q3: 76,055 shares; 2025Q4: 74,004 shares; 2026Q1: 68,334 shares 68,334 $3.68M <0.01% -5,670 Timeline IJAN 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: 100,110 shares; 2024Q4: 100,110 shares; 2025Q1: 98,413 shares; 2025Q2: 324,671 shares; 2025Q3: 100,930 shares; 2025Q4: 100,614 shares; 2026Q1: 101,218 shares 101,218 $3.67M <0.01% +604 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,686 shares; 2024Q4: 93,944 shares; 2025Q1: 94,584 shares; 2025Q2: 89,098 shares; 2025Q3: 82,825 shares; 2025Q4: 43,327 shares; 2026Q1: 49,282 shares 49,282 $3.67M <0.01% +5,955 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,043 shares; 2024Q4: 55,138 shares; 2025Q1: 51,432 shares; 2025Q2: 46,445 shares; 2025Q3: 44,795 shares; 2025Q4: 46,187 shares; 2026Q1: 56,568 shares 56,568 $3.66M <0.01% +10,381 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,482 shares; 2024Q4: 233,502 shares; 2025Q1: 248,002 shares; 2025Q2: 218,593 shares; 2025Q3: 231,821 shares; 2025Q4: 138,389 shares; 2026Q1: 359,784 shares 359,784 $3.66M <0.01% +221,395 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,764 shares; 2024Q4: 163,657 shares; 2025Q1: 165,301 shares; 2025Q2: 62,354 shares; 2025Q3: 75,377 shares; 2025Q4: 74,483 shares; 2026Q1: 74,818 shares 74,818 $3.65M <0.01% +335 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,488 shares; 2024Q4: 56,276 shares; 2025Q1: 77,998 shares; 2025Q2: 59,405 shares; 2025Q3: 335,864 shares; 2025Q4: 29,305 shares; 2026Q1: 36,447 shares 36,447 $3.65M <0.01% +7,142 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,639 shares; 2024Q4: 64,698 shares; 2025Q1: 71,634 shares; 2025Q2: 76,416 shares; 2025Q3: 76,226 shares; 2025Q4: 75,704 shares; 2026Q1: 76,458 shares 76,458 $3.65M <0.01% +754 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,848 shares; 2025Q3: 41,080 shares; 2025Q4: 57,699 shares; 2026Q1: 62,519 shares 62,519 $3.65M <0.01% +4,820 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,107 shares; 2024Q4: 44,442 shares; 2025Q1: 44,483 shares; 2025Q2: 66,711 shares; 2025Q3: 65,788 shares; 2025Q4: 65,550 shares; 2026Q1: 66,452 shares 66,452 $3.64M <0.01% +902 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,207 shares; 2024Q4: 476,826 shares; 2025Q1: 444,463 shares; 2025Q2: 372,174 shares; 2025Q3: 88,163 shares; 2025Q4: 107,187 shares; 2026Q1: 80,655 shares 80,655 $3.64M <0.01% -26,532 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,933 shares; 2025Q1: 224,964 shares; 2025Q2: 224,964 shares; 2025Q3: 224,924 shares; 2025Q4: 183,331 shares; 2026Q1: 148,903 shares 148,903 $3.64M <0.01% -34,428 Timeline THEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,963 shares; 2025Q4: 174,432 shares; 2026Q1: 132,982 shares 132,982 $3.62M <0.01% -41,450 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 27,841 shares; 2025Q1: 129,076 shares; 2025Q2: 84,426 shares; 2025Q3: 82,711 shares; 2025Q4: 84,694 shares; 2026Q1: 81,505 shares 81,505 $3.62M <0.01% -3,189 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,869 shares; 2024Q4: 17,448 shares; 2025Q1: 17,734 shares; 2025Q2: 18,799 shares; 2025Q3: 18,063 shares; 2025Q4: 17,600 shares; 2026Q1: 18,384 shares 18,384 $3.6M <0.01% +784 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,386 shares; 2024Q4: 36,002 shares; 2025Q1: 43,308 shares; 2025Q2: 45,173 shares; 2025Q3: 47,139 shares; 2025Q4: 45,446 shares; 2026Q1: 49,984 shares 49,984 $3.59M <0.01% +4,538 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,669 shares; 2024Q4: 62,347 shares; 2025Q1: 25,089 shares; 2025Q2: 26,233 shares; 2025Q3: 26,293 shares; 2025Q4: 22,635 shares; 2026Q1: 26,403 shares 26,403 $3.58M <0.01% +3,768 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,188 shares; 2024Q4: 44,381 shares; 2025Q1: 47,885 shares; 2025Q2: 46,829 shares; 2025Q3: 46,820 shares; 2025Q4: 49,540 shares; 2026Q1: 52,589 shares 52,589 $3.57M <0.01% +3,049 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,792 shares; 2024Q4: 141,781 shares; 2025Q1: 136,268 shares; 2025Q2: 131,781 shares; 2025Q3: 134,966 shares; 2025Q4: 19,695 shares; 2026Q1: 18,780 shares 18,780 $3.56M <0.01% -915 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,863 shares; 2024Q4: 20,976 shares; 2025Q1: 19,424 shares; 2025Q2: 21,412 shares; 2025Q3: 19,019 shares; 2025Q4: 16,463 shares; 2026Q1: 18,188 shares 18,188 $3.55M <0.01% +1,725 Timeline GMOV 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: 105,418 shares; 2025Q2: 117,557 shares; 2025Q3: 120,928 shares; 2025Q4: 123,110 shares; 2026Q1: 126,214 shares 126,214 $3.55M <0.01% +3,104 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,599 shares; 2024Q4: 98,008 shares; 2025Q1: 103,505 shares; 2025Q2: 71,789 shares; 2025Q3: 68,900 shares; 2025Q4: 77,729 shares; 2026Q1: 86,042 shares 86,042 $3.54M <0.01% +8,313 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,331 shares; 2024Q4: 228,332 shares; 2025Q1: 228,135 shares; 2025Q2: 228,386 shares; 2025Q3: 230,393 shares; 2025Q4: 91,986 shares; 2026Q1: 47,624 shares 47,624 $3.54M <0.01% -44,362 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,906 shares; 2025Q2: 37,204 shares; 2025Q3: 36,880 shares; 2025Q4: 36,825 shares; 2026Q1: 70,100 shares 70,100 $3.53M <0.01% +33,275 Timeline PRN 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: 125,863 shares; 2024Q4: 142,526 shares; 2025Q1: 144,883 shares; 2025Q2: 146,405 shares; 2025Q3: 148,350 shares; 2025Q4: 19,739 shares; 2026Q1: 18,102 shares 18,102 $3.52M <0.01% -1,637 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,316 shares; 2024Q4: 53,206 shares; 2025Q1: 66,233 shares; 2025Q2: 64,975 shares; 2025Q3: 72,667 shares; 2025Q4: 72,667 shares; 2026Q1: 72,667 shares 72,667 $3.49M <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,392 shares; 2024Q4: 30,514 shares; 2025Q1: 30,038 shares; 2025Q2: 39,737 shares; 2025Q3: 36,003 shares; 2025Q4: 27,653 shares; 2026Q1: 26,871 shares 26,871 $3.49M <0.01% -782 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,082 shares; 2024Q4: 44,879 shares; 2025Q1: 44,896 shares; 2025Q2: 44,522 shares; 2025Q3: 44,589 shares; 2025Q4: 40,667 shares; 2026Q1: 42,414 shares 42,414 $3.48M <0.01% +1,747 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,077 shares; 2024Q4: 123,788 shares; 2025Q1: 117,983 shares; 2025Q2: 132,247 shares; 2025Q3: 267,909 shares; 2025Q4: 181,174 shares; 2026Q1: 308,187 shares 308,187 $3.48M <0.01% +127,013 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,586 shares; 2024Q4: 36,200 shares; 2025Q1: 31,860 shares; 2025Q2: 32,622 shares; 2025Q3: 32,783 shares; 2025Q4: 32,454 shares; 2026Q1: 32,764 shares 32,764 $3.48M <0.01% +310 Timeline ISCF 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: 376,697 shares; 2024Q4: 372,723 shares; 2025Q1: 91,585 shares; 2025Q2: 93,017 shares; 2025Q3: 90,113 shares; 2025Q4: 87,896 shares; 2026Q1: 83,128 shares 83,128 $3.47M <0.01% -4,768 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,774 shares; 2024Q4: 58,357 shares; 2025Q1: 58,939 shares; 2025Q2: 21,328 shares; 2025Q3: 23,791 shares; 2025Q4: 24,361 shares; 2026Q1: 24,732 shares 24,732 $3.45M <0.01% +371 Timeline RWM 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: 227,945 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,535 shares 212,535 $3.45M <0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,734 shares; 2024Q4: 514,169 shares; 2025Q1: 498,904 shares; 2025Q2: 459,137 shares; 2025Q3: 403,649 shares; 2025Q4: 347,861 shares; 2026Q1: 333,587 shares 333,587 $3.45M <0.01% -14,274 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,908 shares; 2024Q4: 44,669 shares; 2025Q1: 53,305 shares; 2025Q2: 30,103 shares; 2025Q3: 34,524 shares; 2025Q4: 24,375 shares; 2026Q1: 22,505 shares 22,505 $3.45M <0.01% -1,870 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,885 shares; 2025Q4: 64,560 shares; 2026Q1: 67,560 shares 67,560 $3.45M <0.01% +3,000 Timeline EWN 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: 77,769 shares; 2024Q4: 78,036 shares; 2025Q1: 57,555 shares; 2025Q2: 61,381 shares; 2025Q3: 65,817 shares; 2025Q4: 67,806 shares; 2026Q1: 59,892 shares 59,892 $3.44M <0.01% -7,914 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,394 shares; 2024Q4: 411,275 shares; 2025Q1: 415,878 shares; 2025Q2: 416,656 shares; 2025Q3: 419,964 shares; 2025Q4: 49,181 shares; 2026Q1: 51,399 shares 51,399 $3.44M <0.01% +2,218 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,698 shares; 2024Q4: 11,490 shares; 2025Q1: 13,685 shares; 2025Q2: 12,000 shares; 2025Q3: 12,344 shares; 2025Q4: 12,582 shares; 2026Q1: 13,784 shares 13,784 $3.43M <0.01% +1,202 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,958 shares; 2024Q4: 95,146 shares; 2025Q1: 95,328 shares; 2025Q2: 74,950 shares; 2025Q3: 65,196 shares; 2025Q4: 63,035 shares; 2026Q1: 61,683 shares 61,683 $3.43M <0.01% -1,352 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,282 shares; 2024Q4: 230,986 shares; 2025Q1: 174,590 shares; 2025Q2: 67,838 shares; 2025Q3: 71,297 shares; 2025Q4: 58,315 shares; 2026Q1: 56,772 shares 56,772 $3.42M <0.01% -1,543 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 12,956 shares; 2025Q1: 12,990 shares; 2025Q2: 12,870 shares; 2025Q3: 12,919 shares; 2025Q4: 12,904 shares; 2026Q1: 14,104 shares 14,104 $3.41M <0.01% +1,200 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,546 shares; 2024Q4: 39,592 shares; 2025Q1: 41,278 shares; 2025Q2: 43,742 shares; 2025Q3: 45,581 shares; 2025Q4: 46,849 shares; 2026Q1: 46,124 shares 46,124 $3.41M <0.01% -725 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,597 shares; 2024Q4: 36,732 shares; 2025Q1: 35,014 shares; 2025Q2: 35,640 shares; 2025Q3: 35,651 shares; 2025Q4: 35,736 shares; 2026Q1: 35,906 shares 35,906 $3.4M <0.01% +170 Timeline BJUN 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: 75,453 shares; 2024Q4: 75,153 shares; 2025Q1: 71,560 shares; 2025Q2: 71,067 shares; 2025Q3: 73,922 shares; 2025Q4: 73,397 shares; 2026Q1: 73,397 shares 73,397 $3.39M <0.01% 0 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,293 shares; 2024Q4: 30,280 shares; 2025Q1: 275,280 shares; 2025Q2: 275,280 shares; 2025Q3: 275,280 shares; 2025Q4: 275,280 shares; 2026Q1: 275,280 shares 275,280 $3.39M <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,943 shares; 2024Q4: 58,120 shares; 2025Q1: 64,580 shares; 2025Q2: 55,906 shares; 2025Q3: 59,682 shares; 2025Q4: 46,218 shares; 2026Q1: 18,828 shares 18,828 $3.39M <0.01% -27,390 Timeline XBOC 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: 96,792 shares; 2025Q1: 101,839 shares; 2025Q2: 98,460 shares; 2025Q3: 98,460 shares; 2025Q4: 103,045 shares; 2026Q1: 103,045 shares 103,045 $3.39M <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,120 shares; 2025Q1: 8,156 shares; 2025Q2: 7,307 shares; 2025Q3: 8,140 shares; 2025Q4: 7,007 shares; 2026Q1: 8,316 shares 8,316 $3.39M <0.01% +1,309 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 8,583 shares; 2025Q1: 8,089 shares; 2025Q2: 16,914 shares; 2025Q3: 15,158 shares; 2025Q4: 14,849 shares; 2026Q1: 8,912 shares 8,912 $3.39M <0.01% -5,937 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,950 shares; 2024Q4: 72,605 shares; 2025Q1: 45,999 shares; 2025Q2: 58,860 shares; 2025Q3: 57,979 shares; 2025Q4: 36,718 shares; 2026Q1: 38,321 shares 38,321 $3.38M <0.01% +1,603 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,633 shares; 2025Q1: 51,485 shares; 2025Q2: 35,656 shares; 2025Q3: 39,666 shares; 2025Q4: 46,840 shares; 2026Q1: 44,197 shares 44,197 $3.36M <0.01% -2,643 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,252 shares; 2025Q3: 36,703 shares; 2025Q4: 24,809 shares; 2026Q1: 35,212 shares 35,212 $3.36M <0.01% +10,403 Timeline PSQ 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: 14,717 shares; 2024Q4: not reported; 2025Q1: 222,362 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,080 shares 104,080 $3.35M <0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 24,396 shares; 2025Q1: 25,998 shares; 2025Q2: 26,254 shares; 2025Q3: 30,490 shares; 2025Q4: 29,499 shares; 2026Q1: 32,473 shares 32,473 $3.35M <0.01% +2,974 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,196 shares; 2024Q4: 404,235 shares; 2025Q1: 344,121 shares; 2025Q2: 90,550 shares; 2025Q3: 102,917 shares; 2025Q4: 123,418 shares; 2026Q1: 160,379 shares 160,379 $3.33M <0.01% +36,961 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,953 shares; 2024Q4: 140,474 shares; 2025Q1: 129,969 shares; 2025Q2: 131,529 shares; 2025Q3: 125,527 shares; 2025Q4: 40,395 shares; 2026Q1: 40,827 shares 40,827 $3.32M <0.01% +432 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,089 shares; 2024Q4: 146,786 shares; 2025Q1: 140,735 shares; 2025Q2: 130,322 shares; 2025Q3: 138,379 shares; 2025Q4: 147,054 shares; 2026Q1: 173,067 shares 173,067 $3.31M <0.01% +26,013 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,002 shares; 2024Q4: 66,164 shares; 2025Q1: 43,563 shares; 2025Q2: 48,803 shares; 2025Q3: 49,050 shares; 2025Q4: 44,483 shares; 2026Q1: 40,925 shares 40,925 $3.31M <0.01% -3,558 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 28,558 shares; 2025Q1: 31,186 shares; 2025Q2: 34,612 shares; 2025Q3: 37,131 shares; 2025Q4: 39,169 shares; 2026Q1: 43,799 shares 43,799 $3.29M <0.01% +4,630 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376,702 shares; 2024Q4: 2,651,080 shares; 2025Q1: 1,406,972 shares; 2025Q2: 493,699 shares; 2025Q3: 520,926 shares; 2025Q4: 518,232 shares; 2026Q1: 423,732 shares 423,732 $3.29M <0.01% -94,500 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,050 shares; 2024Q4: 95,050 shares; 2025Q1: 95,050 shares; 2025Q2: 95,050 shares; 2025Q3: 128,962 shares; 2025Q4: 128,962 shares; 2026Q1: 112,838 shares 112,838 $3.28M <0.01% -16,124 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,131 shares; 2025Q1: 5,876 shares; 2025Q2: 4,852 shares; 2025Q3: 5,641 shares; 2025Q4: 9,684 shares; 2026Q1: 15,450 shares 15,450 $3.27M <0.01% +5,766 Timeline EIS 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: 5,913 shares; 2024Q4: 5,821 shares; 2025Q1: 5,413 shares; 2025Q2: 6,492 shares; 2025Q3: 14,449 shares; 2025Q4: 28,662 shares; 2026Q1: 28,063 shares 28,063 $3.26M <0.01% -599 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,156 shares; 2024Q4: 43,736 shares; 2025Q1: 228,780 shares; 2025Q2: 231,082 shares; 2025Q3: 217,153 shares; 2025Q4: 190,635 shares; 2026Q1: 110,504 shares 110,504 $3.26M <0.01% -80,131 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,797 shares; 2024Q4: 586,617 shares; 2025Q1: 585,299 shares; 2025Q2: 580,411 shares; 2025Q3: 554,323 shares; 2025Q4: 542,819 shares; 2026Q1: 542,110 shares 542,110 $3.25M <0.01% -709 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 8,486 shares; 2025Q3: 9,514 shares; 2025Q4: 9,892 shares; 2026Q1: 40,922 shares 40,922 $3.25M <0.01% +31,030 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 7,922 shares; 2025Q1: 7,746 shares; 2025Q2: 7,843 shares; 2025Q3: 8,019 shares; 2025Q4: 8,146 shares; 2026Q1: 9,044 shares 9,044 $3.24M <0.01% +898 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 20,864 shares; 2025Q1: 67,937 shares; 2025Q2: 73,822 shares; 2025Q3: 48,492 shares; 2025Q4: 50,337 shares; 2026Q1: 51,652 shares 51,652 $3.24M <0.01% +1,315 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,398 shares; 2025Q3: 62,048 shares; 2025Q4: 74,970 shares; 2026Q1: 76,284 shares 76,284 $3.23M <0.01% +1,314 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,421 shares; 2024Q4: 42,915 shares; 2025Q1: 56,973 shares; 2025Q2: 52,206 shares; 2025Q3: 81,455 shares; 2025Q4: 86,043 shares; 2026Q1: 66,765 shares 66,765 $3.23M <0.01% -19,278 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,501 shares 31,501 $3.23M <0.01% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,805 shares; 2025Q4: 46,051 shares; 2026Q1: 43,904 shares 43,904 $3.23M <0.01% -2,147 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 43,253 shares; 2025Q1: 43,647 shares; 2025Q2: 42,128 shares; 2025Q3: 38,443 shares; 2025Q4: 39,398 shares; 2026Q1: 42,577 shares 42,577 $3.22M <0.01% +3,179 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,060 shares; 2025Q3: 18,559 shares; 2025Q4: 32,533 shares; 2026Q1: 43,571 shares 43,571 $3.21M <0.01% +11,038 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,026 shares; 2024Q4: 59,123 shares; 2025Q1: 56,687 shares; 2025Q2: 57,107 shares; 2025Q3: 55,150 shares; 2025Q4: 54,051 shares; 2026Q1: 59,621 shares 59,621 $3.21M <0.01% +5,570 Timeline XNTK 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: 12,922 shares; 2024Q4: 12,788 shares; 2025Q1: 12,607 shares; 2025Q2: 12,912 shares; 2025Q3: 12,716 shares; 2025Q4: 12,661 shares; 2026Q1: 12,555 shares 12,555 $3.21M <0.01% -106 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,768 shares; 2025Q1: 6,745 shares; 2025Q2: 12,650 shares; 2025Q3: 7,681 shares; 2025Q4: 5,001 shares; 2026Q1: 50,615 shares 50,615 $3.2M <0.01% +45,614 Timeline LDRC 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: 49,898 shares; 2025Q2: 77,501 shares; 2025Q3: 120,017 shares; 2025Q4: 124,707 shares; 2026Q1: 125,997 shares 125,997 $3.18M <0.01% +1,290 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,563 shares; 2025Q1: 1,466 shares; 2025Q2: 1,464 shares; 2025Q3: 1,465 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares 1,447 $3.18M <0.01% 0 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 37,783 shares; 2025Q4: 41,634 shares; 2026Q1: 36,619 shares 36,619 $3.18M <0.01% -5,015 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,774 shares; 2024Q4: 187,217 shares; 2025Q1: 234,275 shares; 2025Q2: 189,507 shares; 2025Q3: 210,894 shares; 2025Q4: 213,743 shares; 2026Q1: 213,286 shares 213,286 $3.18M <0.01% -457 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 19,705 shares; 2025Q1: 19,396 shares; 2025Q2: 18,953 shares; 2025Q3: 19,486 shares; 2025Q4: 10,164 shares; 2026Q1: 9,863 shares 9,863 $3.17M <0.01% -301 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,110 shares; 2024Q4: 37,687 shares; 2025Q1: 41,601 shares; 2025Q2: 45,441 shares; 2025Q3: 42,107 shares; 2025Q4: 43,535 shares; 2026Q1: 28,949 shares 28,949 $3.17M <0.01% -14,586 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,537 shares; 2025Q2: 77,863 shares; 2025Q3: 101,622 shares; 2025Q4: 105,575 shares; 2026Q1: 102,631 shares 102,631 $3.16M <0.01% -2,944 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,218 shares; 2024Q4: 172,382 shares; 2025Q1: 167,518 shares; 2025Q2: 169,518 shares; 2025Q3: 169,518 shares; 2025Q4: 170,485 shares; 2026Q1: 170,297 shares 170,297 $3.16M <0.01% -188 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,298 shares 80,298 $3.15M <0.01% new Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,412 shares 108,412 $3.14M <0.01% new Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,495 shares 69,495 $3.13M <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,109 shares; 2024Q4: 52,240 shares; 2025Q1: 47,898 shares; 2025Q2: 49,729 shares; 2025Q3: 48,975 shares; 2025Q4: 47,224 shares; 2026Q1: 44,065 shares 44,065 $3.13M <0.01% -3,159 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,982 shares; 2025Q1: 41,369 shares; 2025Q2: 40,181 shares; 2025Q3: 38,994 shares; 2025Q4: 38,852 shares; 2026Q1: 45,035 shares 45,035 $3.12M <0.01% +6,183 Timeline KCE 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: 21,393 shares; 2024Q4: 23,010 shares; 2025Q1: 24,578 shares; 2025Q2: 24,583 shares; 2025Q3: 24,388 shares; 2025Q4: 22,815 shares; 2026Q1: 22,614 shares 22,614 $3.11M <0.01% -201 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,571 shares; 2025Q4: 63,832 shares; 2026Q1: 62,513 shares 62,513 $3.11M <0.01% -1,319 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to 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: 97,954 shares 97,954 $3.09M <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,100 shares; 2024Q4: 91,071 shares; 2025Q1: 82,574 shares; 2025Q2: 72,657 shares; 2025Q3: 67,359 shares; 2025Q4: 72,532 shares; 2026Q1: 64,096 shares 64,096 $3.09M <0.01% -8,436 Timeline BUG 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: 133,344 shares; 2024Q4: 133,307 shares; 2025Q1: 139,588 shares; 2025Q2: 145,101 shares; 2025Q3: 145,567 shares; 2025Q4: 133,495 shares; 2026Q1: 122,924 shares 122,924 $3.09M <0.01% -10,571 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,190 shares; 2024Q4: 53,367 shares; 2025Q1: 53,387 shares; 2025Q2: 52,054 shares; 2025Q3: 49,881 shares; 2025Q4: 43,710 shares; 2026Q1: 42,342 shares 42,342 $3.08M <0.01% -1,368 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,528 shares; 2024Q4: 52,367 shares; 2025Q1: 53,800 shares; 2025Q2: 51,375 shares; 2025Q3: 49,981 shares; 2025Q4: 48,845 shares; 2026Q1: 37,156 shares 37,156 $3.08M <0.01% -11,689 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,701 shares; 2024Q4: 136,936 shares; 2025Q1: 142,803 shares; 2025Q2: 145,363 shares; 2025Q3: 155,301 shares; 2025Q4: 157,406 shares; 2026Q1: 155,971 shares 155,971 $3.08M <0.01% -1,435 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,566 shares; 2024Q4: 114,566 shares; 2025Q1: 98,286 shares; 2025Q2: 97,699 shares; 2025Q3: 147,344 shares; 2025Q4: 118,160 shares; 2026Q1: 115,069 shares 115,069 $3.07M <0.01% -3,091 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,978 shares; 2024Q4: 561,585 shares; 2025Q1: 544,056 shares; 2025Q2: 510,540 shares; 2025Q3: 510,290 shares; 2025Q4: 508,431 shares; 2026Q1: 510,283 shares 510,283 $3.07M <0.01% +1,852 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,184 shares; 2024Q4: 198,703 shares; 2025Q1: 178,458 shares; 2025Q2: 181,993 shares; 2025Q3: 167,517 shares; 2025Q4: 172,780 shares; 2026Q1: 167,581 shares 167,581 $3.06M <0.01% -5,199 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,134 shares; 2024Q4: 100,880 shares; 2025Q1: 89,679 shares; 2025Q2: 85,718 shares; 2025Q3: 87,755 shares; 2025Q4: 71,076 shares; 2026Q1: 22,601 shares 22,601 $3.06M <0.01% -48,475 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,304 shares; 2024Q4: 83,157 shares; 2025Q1: 98,108 shares; 2025Q2: 106,748 shares; 2025Q3: 72,496 shares; 2025Q4: 71,261 shares; 2026Q1: 77,762 shares 77,762 $3.06M <0.01% +6,501 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,532 shares; 2024Q4: 21,204 shares; 2025Q1: 20,345 shares; 2025Q2: 20,180 shares; 2025Q3: 19,580 shares; 2025Q4: 19,201 shares; 2026Q1: 18,260 shares 18,260 $3.05M <0.01% -941 Timeline LMUB 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: 23,677 shares; 2025Q3: 27,447 shares; 2025Q4: 28,846 shares; 2026Q1: 61,048 shares 61,048 $3.05M <0.01% +32,202 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,275 shares; 2024Q4: 256,087 shares; 2025Q1: 74,776 shares; 2025Q2: 39,523 shares; 2025Q3: 38,340 shares; 2025Q4: 39,696 shares; 2026Q1: 34,797 shares 34,797 $3.05M <0.01% -4,899 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,449 shares; 2024Q4: 86,095 shares; 2025Q1: 83,557 shares; 2025Q2: 88,270 shares; 2025Q3: 101,933 shares; 2025Q4: 133,147 shares; 2026Q1: 135,771 shares 135,771 $3.05M <0.01% +2,624 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,172 shares; 2024Q4: 30,707 shares; 2025Q1: 60,640 shares; 2025Q2: 63,705 shares; 2025Q3: 63,629 shares; 2025Q4: 62,678 shares; 2026Q1: 66,166 shares 66,166 $3.04M <0.01% +3,488 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,288 shares; 2024Q4: 48,398 shares; 2025Q1: 48,816 shares; 2025Q2: 53,062 shares; 2025Q3: 58,117 shares; 2025Q4: 117,134 shares; 2026Q1: 129,700 shares 129,700 $3.03M <0.01% +12,566 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,149 shares 59,149 $3.02M <0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,209 shares; 2024Q4: 107,808 shares; 2025Q1: 119,451 shares; 2025Q2: 121,243 shares; 2025Q3: 128,318 shares; 2025Q4: 138,840 shares; 2026Q1: 132,950 shares 132,950 $3.02M <0.01% -5,890 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,947 shares; 2024Q4: 109,772 shares; 2025Q1: 111,622 shares; 2025Q2: 99,633 shares; 2025Q3: 109,771 shares; 2025Q4: 128,443 shares; 2026Q1: 235,298 shares 235,298 $3.01M <0.01% +106,855 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,258 shares; 2024Q4: 30,990 shares; 2025Q1: 37,439 shares; 2025Q2: 36,932 shares; 2025Q3: 36,012 shares; 2025Q4: 38,151 shares; 2026Q1: 60,892 shares 60,892 $3.01M <0.01% +22,741 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 14,933 shares; 2025Q1: 6,639 shares; 2025Q2: 6,240 shares; 2025Q3: 6,828 shares; 2025Q4: 7,178 shares; 2026Q1: 9,344 shares 9,344 $3.01M <0.01% +2,166 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,729 shares; 2024Q4: 332,302 shares; 2025Q1: 338,814 shares; 2025Q2: 333,232 shares; 2025Q3: 362,454 shares; 2025Q4: 393,669 shares; 2026Q1: 378,573 shares 378,573 $3.01M <0.01% -15,096 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,870 shares; 2024Q4: 91,995 shares; 2025Q1: 93,403 shares; 2025Q2: 95,610 shares; 2025Q3: 93,843 shares; 2025Q4: 95,834 shares; 2026Q1: 94,844 shares 94,844 $3M <0.01% -990 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 78,430 shares; 2025Q3: 79,518 shares; 2025Q4: 84,597 shares; 2026Q1: 78,941 shares 78,941 $3M <0.01% -5,656 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,572 shares; 2024Q4: 37,184 shares; 2025Q1: 37,743 shares; 2025Q2: 39,223 shares; 2025Q3: 39,607 shares; 2025Q4: 39,570 shares; 2026Q1: 38,734 shares 38,734 $3M <0.01% -836 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 22,296 shares; 2025Q1: 22,228 shares; 2025Q2: 29,648 shares; 2025Q3: 28,839 shares; 2025Q4: 28,428 shares; 2026Q1: 22,121 shares 22,121 $2.99M <0.01% -6,307 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,053 shares; 2024Q4: 105,229 shares; 2025Q1: 195,226 shares; 2025Q2: 189,788 shares; 2025Q3: 151,258 shares; 2025Q4: 141,278 shares; 2026Q1: 136,950 shares 136,950 $2.99M <0.01% -4,328 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,683 shares; 2024Q4: 45,997 shares; 2025Q1: 43,996 shares; 2025Q2: 27,186 shares; 2025Q3: 28,658 shares; 2025Q4: 28,285 shares; 2026Q1: 48,064 shares 48,064 $2.98M <0.01% +19,779 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,898 shares; 2024Q4: 278,460 shares; 2025Q1: 242,690 shares; 2025Q2: 295,370 shares; 2025Q3: 327,491 shares; 2025Q4: 158,092 shares; 2026Q1: 197,966 shares 197,966 $2.97M <0.01% +39,874 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,593 shares; 2024Q4: 38,411 shares; 2025Q1: 95,207 shares; 2025Q2: 105,160 shares; 2025Q3: 111,755 shares; 2025Q4: 106,965 shares; 2026Q1: 112,262 shares 112,262 $2.97M <0.01% +5,297 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,738 shares; 2024Q4: 112,684 shares; 2025Q1: 123,280 shares; 2025Q2: 124,419 shares; 2025Q3: 116,447 shares; 2025Q4: 121,116 shares; 2026Q1: 125,660 shares 125,660 $2.97M <0.01% +4,544 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,855 shares; 2024Q4: 46,222 shares; 2025Q1: 40,933 shares; 2025Q2: 11,218 shares; 2025Q3: 12,261 shares; 2025Q4: 12,398 shares; 2026Q1: 14,534 shares 14,534 $2.97M <0.01% +2,136 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 34,996 shares; 2025Q1: 34,911 shares; 2025Q2: 41,105 shares; 2025Q3: 47,780 shares; 2025Q4: 52,314 shares; 2026Q1: 60,071 shares 60,071 $2.97M <0.01% +7,757 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,213 shares; 2024Q4: 58,703 shares; 2025Q1: 69,147 shares; 2025Q2: 61,208 shares; 2025Q3: 70,889 shares; 2025Q4: 78,203 shares; 2026Q1: 75,458 shares 75,458 $2.96M <0.01% -2,745 Timeline PTRB 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: 67,954 shares; 2024Q4: 83,954 shares; 2025Q1: 82,634 shares; 2025Q2: 76,730 shares; 2025Q3: 71,828 shares; 2025Q4: 69,725 shares; 2026Q1: 71,268 shares 71,268 $2.96M <0.01% +1,543 Timeline PWZ 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: 38,129 shares; 2024Q4: 56,902 shares; 2025Q1: 61,990 shares; 2025Q2: 63,159 shares; 2025Q3: 75,750 shares; 2025Q4: 81,381 shares; 2026Q1: 123,870 shares 123,870 $2.96M <0.01% +42,489 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 8,490 shares; 2025Q1: 13,635 shares; 2025Q2: 13,381 shares; 2025Q3: 62,530 shares; 2025Q4: 23,089 shares; 2026Q1: 21,759 shares 21,759 $2.96M <0.01% -1,330 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,268 shares; 2024Q4: 144,253 shares; 2025Q1: 148,264 shares; 2025Q2: 157,963 shares; 2025Q3: 160,802 shares; 2025Q4: 174,499 shares; 2026Q1: 177,803 shares 177,803 $2.95M <0.01% +3,304 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,170 shares; 2025Q2: 32,273 shares; 2025Q3: 45,360 shares; 2025Q4: 56,868 shares; 2026Q1: 115,983 shares 115,983 $2.95M <0.01% +59,115 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 17,843 shares; 2025Q1: 17,035 shares; 2025Q2: 17,403 shares; 2025Q3: 17,435 shares; 2025Q4: 19,565 shares; 2026Q1: 20,305 shares 20,305 $2.94M <0.01% +740 Timeline EWP 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: 62,566 shares; 2024Q4: 62,449 shares; 2025Q1: 48,793 shares; 2025Q2: 59,773 shares; 2025Q3: 61,223 shares; 2025Q4: 62,311 shares; 2026Q1: 54,099 shares 54,099 $2.94M <0.01% -8,212 Timeline CGCB 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: 37,981 shares; 2025Q3: 45,888 shares; 2025Q4: 121,015 shares; 2026Q1: 111,880 shares 111,880 $2.94M <0.01% -9,135 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,481 shares; 2024Q4: 30,329 shares; 2025Q1: 30,121 shares; 2025Q2: 30,215 shares; 2025Q3: 31,981 shares; 2025Q4: 32,055 shares; 2026Q1: 33,952 shares 33,952 $2.93M <0.01% +1,897 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,574 shares; 2024Q4: 64,860 shares; 2025Q1: 55,169 shares; 2025Q2: 51,772 shares; 2025Q3: 59,685 shares; 2025Q4: 60,181 shares; 2026Q1: 66,633 shares 66,633 $2.92M <0.01% +6,452 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,598 shares; 2024Q4: 34,594 shares; 2025Q1: 41,776 shares; 2025Q2: 31,390 shares; 2025Q3: 31,533 shares; 2025Q4: 31,255 shares; 2026Q1: 29,101 shares 29,101 $2.92M <0.01% -2,154 Timeline ALUB ALUSSA ENERGY ACQUISIT CORP More: the full row for ALUSSA ENERGY ACQUISIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291,894 shares 291,894 $2.91M <0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 24,163 shares; 2025Q1: 23,238 shares; 2025Q2: 21,141 shares; 2025Q3: 20,833 shares; 2025Q4: 21,086 shares; 2026Q1: 72,610 shares 72,610 $2.91M <0.01% +51,524 Timeline