DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,241 shares; 2024Q4: 113,575 shares; 2025Q1: 118,794 shares; 2025Q2: 31,802 shares; 2025Q3: 51,711 shares; 2025Q4: 51,771 shares; 2026Q1: 51,670 shares 51,670 $1.75M 0.04% -101 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,729 shares; 2025Q1: 3,950 shares; 2025Q2: 3,827 shares; 2025Q3: 3,867 shares; 2025Q4: 3,841 shares; 2026Q1: 3,997 shares 3,997 $1.74M 0.04% +156 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,993 shares; 2026Q1: 76,627 shares 76,627 $1.74M 0.04% +16,634 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 3,808 shares; 2025Q1: 3,632 shares; 2025Q2: 3,971 shares; 2025Q3: 4,624 shares; 2025Q4: 5,307 shares; 2026Q1: 5,332 shares 5,332 $1.74M 0.04% +25 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 7,536 shares; 2025Q1: 7,462 shares; 2025Q2: 6,861 shares; 2025Q3: 7,465 shares; 2025Q4: 7,497 shares; 2026Q1: 8,365 shares 8,365 $1.73M 0.04% +868 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: 24,102 shares; 2024Q4: 25,623 shares; 2025Q1: 26,488 shares; 2025Q2: 32,656 shares; 2025Q3: 33,602 shares; 2025Q4: 31,689 shares; 2026Q1: 36,313 shares 36,313 $1.73M 0.04% +4,624 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,676 shares; 2025Q1: 11,058 shares; 2025Q2: 2,246 shares; 2025Q3: 1,780 shares; 2025Q4: 22,404 shares; 2026Q1: 22,377 shares 22,377 $1.72M 0.04% -27 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: 4,596 shares; 2024Q4: 5,433 shares; 2025Q1: 6,043 shares; 2025Q2: 6,072 shares; 2025Q3: 7,531 shares; 2025Q4: 7,774 shares; 2026Q1: 8,536 shares 8,536 $1.72M 0.04% +762 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,469 shares; 2025Q1: 2,378 shares; 2025Q2: 1,903 shares; 2025Q3: 1,050 shares; 2025Q4: 5,422 shares; 2026Q1: 5,399 shares 5,399 $1.72M 0.04% -23 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: 2,768 shares; 2024Q4: 3,649 shares; 2025Q1: 1,728 shares; 2025Q2: 1,624 shares; 2025Q3: 3,949 shares; 2025Q4: 16,650 shares; 2026Q1: 21,236 shares 21,236 $1.71M 0.04% +4,586 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,701 shares; 2025Q1: 2,217 shares; 2025Q2: 1,920 shares; 2025Q3: 4,305 shares; 2025Q4: 5,354 shares; 2026Q1: 8,081 shares 8,081 $1.71M 0.04% +2,727 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,544 shares; 2025Q1: 17,114 shares; 2025Q2: 16,713 shares; 2025Q3: 9,864 shares; 2025Q4: 29,197 shares; 2026Q1: 27,613 shares 27,613 $1.71M 0.04% -1,584 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,010 shares; 2025Q1: 2,970 shares; 2025Q2: 29,417 shares; 2025Q3: 47,951 shares; 2025Q4: 30,222 shares; 2026Q1: 35,257 shares 35,257 $1.7M 0.04% +5,035 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: 3,632 shares; 2024Q4: 3,920 shares; 2025Q1: 4,047 shares; 2025Q2: 3,876 shares; 2025Q3: 4,166 shares; 2025Q4: 4,205 shares; 2026Q1: 4,732 shares 4,732 $1.67M 0.03% +527 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 9,967 shares; 2025Q1: 54,410 shares; 2025Q2: 27,651 shares; 2025Q3: 29,566 shares; 2025Q4: 80,239 shares; 2026Q1: 15,020 shares 15,020 $1.67M 0.03% -65,219 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 11,146 shares; 2025Q1: 22,080 shares; 2025Q2: 20,550 shares; 2025Q3: 12,555 shares; 2025Q4: 12,495 shares; 2026Q1: 12,706 shares 12,706 $1.66M 0.03% +211 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 15,167 shares; 2025Q1: 15,488 shares; 2025Q2: 14,396 shares; 2025Q3: 14,147 shares; 2025Q4: 13,909 shares; 2026Q1: 17,823 shares 17,823 $1.66M 0.03% +3,914 Timeline JIRE 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: 4,864 shares; 2024Q4: 5,235 shares; 2025Q1: 5,752 shares; 2025Q2: 8,780 shares; 2025Q3: 14,873 shares; 2025Q4: 18,108 shares; 2026Q1: 21,873 shares 21,873 $1.66M 0.03% +3,765 Timeline CLOA 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: 14,682 shares; 2024Q4: 14,876 shares; 2025Q1: 28,216 shares; 2025Q2: 27,504 shares; 2025Q3: 40,251 shares; 2025Q4: 40,758 shares; 2026Q1: 31,911 shares 31,911 $1.65M 0.03% -8,847 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 6,315 shares; 2025Q1: 7,370 shares; 2025Q2: 22,434 shares; 2025Q3: 6,351 shares; 2025Q4: 8,806 shares; 2026Q1: 16,653 shares 16,653 $1.65M 0.03% +7,847 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 13,604 shares; 2025Q1: 16,727 shares; 2025Q2: 14,389 shares; 2025Q3: 15,893 shares; 2025Q4: 31,715 shares; 2026Q1: 31,565 shares 31,565 $1.64M 0.03% -150 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 20,510 shares; 2025Q1: 44,294 shares; 2025Q2: 47,822 shares; 2025Q3: 46,249 shares; 2025Q4: 46,992 shares; 2026Q1: 48,357 shares 48,357 $1.62M 0.03% +1,365 Timeline SPLB 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: 232,549 shares; 2024Q4: 245,799 shares; 2025Q1: 244,161 shares; 2025Q2: 247,071 shares; 2025Q3: 264,091 shares; 2025Q4: 204,601 shares; 2026Q1: 72,915 shares 72,915 $1.62M 0.03% -131,686 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 34,368 shares; 2025Q1: 37,186 shares; 2025Q2: 26,440 shares; 2025Q3: 27,314 shares; 2025Q4: 25,641 shares; 2026Q1: 19,335 shares 19,335 $1.62M 0.03% -6,306 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,457 shares; 2024Q4: 119,216 shares; 2025Q1: 120,550 shares; 2025Q2: 98,961 shares; 2025Q3: 35,986 shares; 2025Q4: 35,989 shares; 2026Q1: 35,989 shares 35,989 $1.61M 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,269 shares; 2025Q1: 1,197 shares; 2025Q2: 1,642 shares; 2025Q3: 1,468 shares; 2025Q4: 11,717 shares; 2026Q1: 11,793 shares 11,793 $1.6M 0.03% +76 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 22,038 shares; 2025Q1: 22,476 shares; 2025Q2: 21,987 shares; 2025Q3: 22,056 shares; 2025Q4: 22,658 shares; 2026Q1: 22,968 shares 22,968 $1.6M 0.03% +310 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,905 shares; 2025Q1: 4,663 shares; 2025Q2: 7,086 shares; 2025Q3: 11,662 shares; 2025Q4: 12,658 shares; 2026Q1: 34,493 shares 34,493 $1.6M 0.03% +21,835 Timeline PSDM 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: 22,342 shares; 2025Q3: 29,220 shares; 2025Q4: 29,950 shares; 2026Q1: 31,307 shares 31,307 $1.6M 0.03% +1,357 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,997 shares; 2025Q2: 25,340 shares; 2025Q3: 25,740 shares; 2025Q4: 29,104 shares; 2026Q1: 22,451 shares 22,451 $1.58M 0.03% -6,653 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,890 shares; 2024Q4: 31,767 shares; 2025Q1: 31,465 shares; 2025Q2: 29,094 shares; 2025Q3: 28,235 shares; 2025Q4: 28,164 shares; 2026Q1: 27,594 shares 27,594 $1.58M 0.03% -570 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: 31,336 shares; 2024Q4: 27,456 shares; 2025Q1: 34,335 shares; 2025Q2: 73,721 shares; 2025Q3: 40,636 shares; 2025Q4: 28,581 shares; 2026Q1: 31,169 shares 31,169 $1.58M 0.03% +2,588 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,947 shares; 2024Q4: 103,561 shares; 2025Q1: 91,642 shares; 2025Q2: 96,023 shares; 2025Q3: 96,705 shares; 2025Q4: 95,881 shares; 2026Q1: 98,813 shares 98,813 $1.57M 0.03% +2,932 Timeline IBTJ 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: 114,483 shares; 2024Q4: 123,717 shares; 2025Q1: 127,405 shares; 2025Q2: 120,719 shares; 2025Q3: 63,847 shares; 2025Q4: 75,170 shares; 2026Q1: 71,631 shares 71,631 $1.56M 0.03% -3,539 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: 2,594 shares; 2024Q4: 3,214 shares; 2025Q1: 5,550 shares; 2025Q2: 27,804 shares; 2025Q3: 28,988 shares; 2025Q4: 29,037 shares; 2026Q1: 29,790 shares 29,790 $1.56M 0.03% +753 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: 24,910 shares; 2024Q4: 41,831 shares; 2025Q1: 39,987 shares; 2025Q2: 39,832 shares; 2025Q3: 39,908 shares; 2025Q4: 39,325 shares; 2026Q1: 43,020 shares 43,020 $1.56M 0.03% +3,695 Timeline DFAT 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: 4,500 shares; 2024Q4: 4,503 shares; 2025Q1: 4,917 shares; 2025Q2: 6,840 shares; 2025Q3: 16,125 shares; 2025Q4: 16,957 shares; 2026Q1: 24,754 shares 24,754 $1.55M 0.03% +7,797 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 4,709 shares; 2025Q1: 4,728 shares; 2025Q2: 6,823 shares; 2025Q3: 6,398 shares; 2025Q4: 7,861 shares; 2026Q1: 7,592 shares 7,592 $1.54M 0.03% -269 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 748 shares; 2025Q1: 750 shares; 2025Q2: 1,916 shares; 2025Q3: 3,191 shares; 2025Q4: 21,397 shares; 2026Q1: 22,881 shares 22,881 $1.53M 0.03% +1,484 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,804 shares; 2024Q4: 634,469 shares; 2025Q1: 218,067 shares; 2025Q2: 86,211 shares; 2025Q3: 79,830 shares; 2025Q4: 75,061 shares; 2026Q1: 78,838 shares 78,838 $1.52M 0.03% +3,777 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 21,120 shares; 2025Q1: 48,844 shares; 2025Q2: 53,444 shares; 2025Q3: 60,325 shares; 2025Q4: 61,876 shares; 2026Q1: 62,715 shares 62,715 $1.52M 0.03% +839 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,202 shares; 2024Q4: 24,971 shares; 2025Q1: 25,651 shares; 2025Q2: 25,212 shares; 2025Q3: 25,534 shares; 2025Q4: 26,246 shares; 2026Q1: 26,548 shares 26,548 $1.51M 0.03% +302 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 14,065 shares; 2025Q1: 15,384 shares; 2025Q2: 21,950 shares; 2025Q3: 27,482 shares; 2025Q4: 35,119 shares; 2026Q1: 35,722 shares 35,722 $1.51M 0.03% +603 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,926 shares; 2025Q1: 2,837 shares; 2025Q2: 2,756 shares; 2025Q3: 3,583 shares; 2025Q4: 21,225 shares; 2026Q1: 26,719 shares 26,719 $1.51M 0.03% +5,494 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 11,072 shares; 2025Q1: 12,399 shares; 2025Q2: 12,921 shares; 2025Q3: 41,998 shares; 2025Q4: 44,476 shares; 2026Q1: 44,433 shares 44,433 $1.51M 0.03% -43 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,331 shares; 2024Q4: 35,434 shares; 2025Q1: 35,633 shares; 2025Q2: 35,622 shares; 2025Q3: 35,623 shares; 2025Q4: 35,224 shares; 2026Q1: 36,066 shares 36,066 $1.5M 0.03% +842 Timeline FSMD 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 528 shares; 2025Q2: 1,144 shares; 2025Q3: 2,246 shares; 2025Q4: 31,604 shares; 2026Q1: 33,520 shares 33,520 $1.5M 0.03% +1,916 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: 121,461 shares; 2024Q4: 119,375 shares; 2025Q1: 129,286 shares; 2025Q2: 125,270 shares; 2025Q3: 57,112 shares; 2025Q4: 79,462 shares; 2026Q1: 75,810 shares 75,810 $1.49M 0.03% -3,652 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,810 shares; 2025Q1: 1,361 shares; 2025Q2: 1,775 shares; 2025Q3: 2,809 shares; 2025Q4: 3,939 shares; 2026Q1: 4,744 shares 4,744 $1.49M 0.03% +805 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 5,021 shares; 2025Q1: 4,631 shares; 2025Q2: 4,396 shares; 2025Q3: 4,282 shares; 2025Q4: 3,107 shares; 2026Q1: 6,056 shares 6,056 $1.48M 0.03% +2,949 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 65,597 shares; 2025Q1: 60,289 shares; 2025Q2: 20,293 shares; 2025Q3: 28,331 shares; 2025Q4: 28,992 shares; 2026Q1: 28,736 shares 28,736 $1.48M 0.03% -256 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 14,991 shares; 2026Q1: 15,799 shares 15,799 $1.47M 0.03% +808 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 7,538 shares; 2025Q1: 11,641 shares; 2025Q2: 26,429 shares; 2025Q3: 40,473 shares; 2025Q4: 55,937 shares; 2026Q1: 59,102 shares 59,102 $1.47M 0.03% +3,165 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,953 shares 44,953 $1.47M 0.03% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,071 shares; 2024Q4: 35,874 shares; 2025Q1: 32,574 shares; 2025Q2: 43,123 shares; 2025Q3: 35,483 shares; 2025Q4: 36,169 shares; 2026Q1: 35,103 shares 35,103 $1.47M 0.03% -1,066 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 24,877 shares; 2025Q3: 27,873 shares; 2025Q4: 28,217 shares; 2026Q1: 26,643 shares 26,643 $1.46M 0.03% -1,574 Timeline PAVE 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: 28,760 shares; 2024Q4: 30,496 shares; 2025Q1: 30,149 shares; 2025Q2: 31,004 shares; 2025Q3: 28,773 shares; 2025Q4: 27,407 shares; 2026Q1: 28,586 shares 28,586 $1.45M 0.03% +1,179 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: 16,409 shares; 2024Q4: 9,582 shares; 2025Q1: 16,220 shares; 2025Q2: 14,343 shares; 2025Q3: 14,722 shares; 2025Q4: 10,608 shares; 2026Q1: 12,238 shares 12,238 $1.44M 0.03% +1,630 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 7,080 shares; 2025Q1: 5,773 shares; 2025Q2: 0 shares; 2025Q3: 7,983 shares; 2025Q4: 8,620 shares; 2026Q1: 8,247 shares 8,247 $1.44M 0.03% -373 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.03% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,522 shares; 2025Q2: 12,736 shares; 2025Q3: 14,847 shares; 2025Q4: 15,292 shares; 2026Q1: 15,114 shares 15,114 $1.43M 0.03% -178 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,003 shares; 2025Q1: 50,000 shares; 2025Q2: 49,969 shares; 2025Q3: 50,000 shares; 2025Q4: 50,405 shares; 2026Q1: 50,810 shares 50,810 $1.43M 0.03% +405 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 5,540 shares; 2025Q1: 12,670 shares; 2025Q2: 15,597 shares; 2025Q3: 5,130 shares; 2025Q4: 4,977 shares; 2026Q1: 10,897 shares 10,897 $1.43M 0.03% +5,920 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,997 shares; 2024Q4: 61,826 shares; 2025Q1: 61,665 shares; 2025Q2: 60,934 shares; 2025Q3: 45,602 shares; 2025Q4: 23,095 shares; 2026Q1: 23,083 shares 23,083 $1.42M 0.03% -12 Timeline RAA 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: 44,609 shares; 2025Q2: 51,575 shares; 2025Q3: 50,701 shares; 2025Q4: 49,533 shares; 2026Q1: 51,052 shares 51,052 $1.41M 0.03% +1,519 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 3,539 shares; 2025Q2: 1,837 shares; 2025Q3: 510 shares; 2025Q4: 1,425 shares; 2026Q1: 23,744 shares 23,744 $1.41M 0.03% +22,319 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,037 shares; 2025Q1: 1,324 shares; 2025Q2: 386 shares; 2025Q3: 313 shares; 2025Q4: 658 shares; 2026Q1: 14,968 shares 14,968 $1.4M 0.03% +14,310 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 7,777 shares; 2025Q1: 7,813 shares; 2025Q2: 8,405 shares; 2025Q3: 10,201 shares; 2025Q4: 12,369 shares; 2026Q1: 13,042 shares 13,042 $1.39M 0.03% +673 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 17,341 shares; 2025Q1: 18,095 shares; 2025Q2: 17,738 shares; 2025Q3: 18,059 shares; 2025Q4: 17,151 shares; 2026Q1: 17,121 shares 17,121 $1.39M 0.03% -30 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 156 shares; 2025Q1: 103 shares; 2025Q2: 28 shares; 2025Q3: 141 shares; 2025Q4: 3,326 shares; 2026Q1: 4,088 shares 4,088 $1.39M 0.03% +762 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: 102,535 shares; 2024Q4: 119,706 shares; 2025Q1: 72,464 shares; 2025Q2: 49,608 shares; 2025Q3: 30,816 shares; 2025Q4: 30,881 shares; 2026Q1: 31,021 shares 31,021 $1.38M 0.03% +140 Timeline ZROZ 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: 21,510 shares; 2026Q1: 21,510 shares 21,510 $1.38M 0.03% 0 Timeline FCTE 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: 68,033 shares; 2024Q4: 43,703 shares; 2025Q1: 44,328 shares; 2025Q2: 39,573 shares; 2025Q3: 44,779 shares; 2025Q4: 46,092 shares; 2026Q1: 55,844 shares 55,844 $1.38M 0.03% +9,752 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: 4,007 shares; 2024Q4: 4,074 shares; 2025Q1: 4,183 shares; 2025Q2: 1,309 shares; 2025Q3: 3,600 shares; 2025Q4: 31,354 shares; 2026Q1: 29,307 shares 29,307 $1.37M 0.03% -2,047 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 964 shares; 2025Q1: 942 shares; 2025Q2: 1,018 shares; 2025Q3: 1,334 shares; 2025Q4: 8,013 shares; 2026Q1: 5,001 shares 5,001 $1.36M 0.03% -3,012 Timeline SCMB 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: 1,645 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 12,805 shares; 2025Q4: 43,603 shares; 2026Q1: 53,429 shares 53,429 $1.36M 0.03% +9,826 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,971 shares; 2025Q1: 12,457 shares; 2025Q2: 11,584 shares; 2025Q3: 13,430 shares; 2025Q4: 13,455 shares; 2026Q1: 14,853 shares 14,853 $1.34M 0.03% +1,398 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,518 shares; 2024Q4: 14,767 shares; 2025Q1: 23,438 shares; 2025Q2: 43,013 shares; 2025Q3: 43,566 shares; 2025Q4: 42,674 shares; 2026Q1: 30,088 shares 30,088 $1.34M 0.03% -12,586 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 12,558 shares; 2025Q1: 10,234 shares; 2025Q2: 7,395 shares; 2025Q3: 7,217 shares; 2025Q4: 8,562 shares; 2026Q1: 12,110 shares 12,110 $1.34M 0.03% +3,548 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 8,396 shares; 2025Q1: 19,507 shares; 2025Q2: 26,305 shares; 2025Q3: 28,846 shares; 2025Q4: 35,994 shares; 2026Q1: 34,979 shares 34,979 $1.34M 0.03% -1,015 Timeline FXL 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: 9,334 shares; 2024Q4: 9,097 shares; 2025Q1: 8,851 shares; 2025Q2: 8,697 shares; 2025Q3: 8,677 shares; 2025Q4: 8,655 shares; 2026Q1: 8,410 shares 8,410 $1.34M 0.03% -245 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 3,066 shares; 2025Q1: 3,013 shares; 2025Q2: 3,076 shares; 2025Q3: 3,111 shares; 2025Q4: 3,046 shares; 2026Q1: 3,043 shares 3,043 $1.32M 0.03% -3 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,361 shares; 2024Q4: 63,374 shares; 2025Q1: 70,017 shares; 2025Q2: 68,838 shares; 2025Q3: 56,060 shares; 2025Q4: 48,495 shares; 2026Q1: 43,353 shares 43,353 $1.31M 0.03% -5,142 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 2,073 shares; 2025Q1: 4,857 shares; 2025Q2: 5,721 shares; 2025Q3: 15,989 shares; 2025Q4: 65,484 shares; 2026Q1: 82,724 shares 82,724 $1.31M 0.03% +17,240 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 7,432 shares; 2025Q1: 7,479 shares; 2025Q2: 6,903 shares; 2025Q3: 7,332 shares; 2025Q4: 9,063 shares; 2026Q1: 7,525 shares 7,525 $1.31M 0.03% -1,538 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,914 shares; 2025Q1: 125 shares; 2025Q2: 2,076 shares; 2025Q3: 2,036 shares; 2025Q4: 11,490 shares; 2026Q1: 9,583 shares 9,583 $1.3M 0.03% -1,907 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: 11,318 shares; 2024Q4: 19,322 shares; 2025Q1: 25,159 shares; 2025Q2: 25,012 shares; 2025Q3: 24,107 shares; 2025Q4: 23,945 shares; 2026Q1: 22,823 shares 22,823 $1.28M 0.03% -1,122 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 9,931 shares; 2025Q1: 9,114 shares; 2025Q2: 8,772 shares; 2025Q3: 8,480 shares; 2025Q4: 8,065 shares; 2026Q1: 8,131 shares 8,131 $1.28M 0.03% +66 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,142 shares; 2024Q4: 373 shares; 2025Q1: 446 shares; 2025Q2: 587 shares; 2025Q3: 470 shares; 2025Q4: 4,266 shares; 2026Q1: 7,741 shares 7,741 $1.28M 0.03% +3,475 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 1,190 shares; 2025Q2: 4,065 shares; 2025Q3: 10,273 shares; 2025Q4: 12,102 shares; 2026Q1: 12,246 shares 12,246 $1.27M 0.03% +144 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,642 shares; 2025Q1: 1,544 shares; 2025Q2: 2,049 shares; 2025Q3: 2,353 shares; 2025Q4: 2,511 shares; 2026Q1: 6,154 shares 6,154 $1.27M 0.03% +3,643 Timeline DFAC 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: 53,440 shares; 2024Q4: 63,106 shares; 2025Q1: 65,528 shares; 2025Q2: 60,758 shares; 2025Q3: 31,562 shares; 2025Q4: 31,887 shares; 2026Q1: 32,657 shares 32,657 $1.27M 0.03% +770 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 15,901 shares; 2025Q1: 18,380 shares; 2025Q2: 20,136 shares; 2025Q3: 20,536 shares; 2025Q4: 18,647 shares; 2026Q1: 16,957 shares 16,957 $1.26M 0.03% -1,690 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 45,223 shares; 2025Q3: 45,970 shares; 2025Q4: 46,094 shares; 2026Q1: 47,416 shares 47,416 $1.24M 0.03% +1,322 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 16,938 shares; 2025Q4: 17,991 shares; 2026Q1: 36,468 shares 36,468 $1.23M 0.03% +18,477 Timeline YJUN 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: 63,148 shares; 2024Q4: 57,923 shares; 2025Q1: 56,769 shares; 2025Q2: 48,459 shares; 2025Q3: 47,989 shares; 2025Q4: 47,989 shares; 2026Q1: 47,839 shares 47,839 $1.23M 0.03% -150 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 403 shares; 2025Q1: 12,999 shares; 2025Q2: 14,916 shares; 2025Q3: 15,225 shares; 2025Q4: 14,264 shares; 2026Q1: 14,291 shares 14,291 $1.23M 0.03% +27 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 13,043 shares; 2025Q1: 67,435 shares; 2025Q2: 16,601 shares; 2025Q3: 16,833 shares; 2025Q4: 16,984 shares; 2026Q1: 16,383 shares 16,383 $1.23M 0.03% -601 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,225 shares; 2025Q1: 1,100 shares; 2025Q2: 1,216 shares; 2025Q3: 1,532 shares; 2025Q4: 7,552 shares; 2026Q1: 7,141 shares 7,141 $1.23M 0.03% -411 Timeline AVSF 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: 26,174 shares 26,174 $1.22M 0.03% new Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,074 shares; 2024Q4: 16,074 shares; 2025Q1: 26,067 shares; 2025Q2: 26,067 shares; 2025Q3: 26,067 shares; 2025Q4: 28,666 shares; 2026Q1: 31,503 shares 31,503 $1.22M 0.03% +2,837 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: 29,224 shares; 2024Q4: 12,924 shares; 2025Q1: 53,513 shares; 2025Q2: 54,956 shares; 2025Q3: 52,914 shares; 2025Q4: 51,694 shares; 2026Q1: 30,446 shares 30,446 $1.22M 0.03% -21,248 Timeline FIGB 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: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: 12,610 shares; 2025Q3: 29,314 shares; 2025Q4: 29,011 shares; 2026Q1: 28,267 shares 28,267 $1.22M 0.03% -744 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 19 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 12,211 shares 12,211 $1.22M 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,756 shares; 2025Q1: 2,664 shares; 2025Q2: 1,590 shares; 2025Q3: 2,285 shares; 2025Q4: 3,082 shares; 2026Q1: 2,720 shares 2,720 $1.21M 0.03% -362 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 4,702 shares; 2025Q1: 15,686 shares; 2025Q2: 16,510 shares; 2025Q3: 7,962 shares; 2025Q4: 8,505 shares; 2026Q1: 10,016 shares 10,016 $1.21M 0.03% +1,511 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,516 shares; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 23,971 shares; 2025Q3: 24,405 shares; 2025Q4: 25,542 shares; 2026Q1: 25,983 shares 25,983 $1.21M 0.03% +441 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 14,745 shares; 2025Q1: 15,711 shares; 2025Q2: 15,830 shares; 2025Q3: 17,457 shares; 2025Q4: 17,451 shares; 2026Q1: 23,906 shares 23,906 $1.21M 0.03% +6,455 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: 5,814 shares; 2024Q4: 12,392 shares; 2025Q1: 11,785 shares; 2025Q2: 12,265 shares; 2025Q3: 11,269 shares; 2025Q4: 22,512 shares; 2026Q1: 21,892 shares 21,892 $1.21M 0.03% -620 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 25,269 shares; 2025Q1: 6,786 shares; 2025Q2: 20,022 shares; 2025Q3: 20,467 shares; 2025Q4: 29,693 shares; 2026Q1: 45,812 shares 45,812 $1.2M 0.02% +16,119 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 39,370 shares; 2025Q1: 35,533 shares; 2025Q2: 14,341 shares; 2025Q3: 14,826 shares; 2025Q4: 13,601 shares; 2026Q1: 13,264 shares 13,264 $1.2M 0.02% -337 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,160 shares; 2024Q4: 20,715 shares; 2025Q1: 22,726 shares; 2025Q2: 25,568 shares; 2025Q3: 29,501 shares; 2025Q4: 35,808 shares; 2026Q1: 36,414 shares 36,414 $1.2M 0.02% +606 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 23,853 shares; 2025Q2: 34,363 shares; 2025Q3: 35,183 shares; 2025Q4: 34,683 shares; 2026Q1: 34,683 shares 34,683 $1.2M 0.02% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,902 shares; 2024Q4: 69,965 shares; 2025Q1: 66,693 shares; 2025Q2: 51,682 shares; 2025Q3: 49,974 shares; 2025Q4: 51,030 shares; 2026Q1: 54,131 shares 54,131 $1.2M 0.02% +3,101 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,074 shares 6,074 $1.2M 0.02% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,254 shares; 2024Q4: 122,118 shares; 2025Q1: 110,007 shares; 2025Q2: 43,261 shares; 2025Q3: 39,792 shares; 2025Q4: 32,802 shares; 2026Q1: 33,640 shares 33,640 $1.2M 0.02% +838 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME 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: 48,236 shares; 2026Q1: 124,151 shares 124,151 $1.19M 0.02% +75,915 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,623 shares 22,623 $1.19M 0.02% new Timeline BUFD 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: 25,941 shares; 2024Q4: 25,406 shares; 2025Q1: 25,406 shares; 2025Q2: 27,671 shares; 2025Q3: 27,109 shares; 2025Q4: 27,109 shares; 2026Q1: 42,559 shares 42,559 $1.19M 0.02% +15,450 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 77,718 shares; 2025Q1: 62,326 shares; 2025Q2: 5,838 shares; 2025Q3: 6,140 shares; 2025Q4: 5,940 shares; 2026Q1: 25,449 shares 25,449 $1.19M 0.02% +19,509 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: 7,393 shares; 2024Q4: 13,172 shares; 2025Q1: 7,696 shares; 2025Q2: 7,426 shares; 2025Q3: 7,624 shares; 2025Q4: 16,284 shares; 2026Q1: 16,314 shares 16,314 $1.19M 0.02% +30 Timeline IXUS 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: 18,067 shares; 2024Q4: 18,527 shares; 2025Q1: 18,109 shares; 2025Q2: 15,823 shares; 2025Q3: 15,055 shares; 2025Q4: 14,390 shares; 2026Q1: 13,582 shares 13,582 $1.18M 0.02% -808 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 38,253 shares; 2025Q1: 42,537 shares; 2025Q2: 43,076 shares; 2025Q3: 39,096 shares; 2025Q4: 32,413 shares; 2026Q1: 27,608 shares 27,608 $1.17M 0.02% -4,805 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,423 shares; 2025Q1: 10,353 shares; 2025Q2: 10,980 shares; 2025Q3: 12,988 shares; 2025Q4: 13,675 shares; 2026Q1: 13,875 shares 13,875 $1.16M 0.02% +200 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 11,026 shares; 2025Q1: 13,205 shares; 2025Q2: 17,330 shares; 2025Q3: 19,688 shares; 2025Q4: 22,894 shares; 2026Q1: 24,757 shares 24,757 $1.16M 0.02% +1,863 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,919 shares; 2024Q4: 48,096 shares; 2025Q1: 51,943 shares; 2025Q2: 25,806 shares; 2025Q3: 24,275 shares; 2025Q4: 24,308 shares; 2026Q1: 21,793 shares 21,793 $1.15M 0.02% -2,515 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,342 shares; 2025Q1: 2,111 shares; 2025Q2: 1,785 shares; 2025Q3: 16,055 shares; 2025Q4: 21,952 shares; 2026Q1: 21,606 shares 21,606 $1.15M 0.02% -346 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 73 shares; 2025Q1: 81 shares; 2025Q2: 65 shares; 2025Q3: 213 shares; 2025Q4: 277 shares; 2026Q1: 273 shares 273 $1.15M 0.02% -4 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 32,634 shares 32,634 $1.15M 0.02% +32,631 Timeline JMUB 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: 7,646 shares; 2024Q4: 9,672 shares; 2025Q1: 7,291 shares; 2025Q2: 14,751 shares; 2025Q3: 16,974 shares; 2025Q4: 20,155 shares; 2026Q1: 22,970 shares 22,970 $1.15M 0.02% +2,815 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,866 shares; 2025Q2: 39,926 shares; 2025Q3: 40,767 shares; 2025Q4: 38,241 shares; 2026Q1: 31,673 shares 31,673 $1.15M 0.02% -6,568 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,808 shares; 2025Q1: 4,822 shares; 2025Q2: 5,385 shares; 2025Q3: 5,963 shares; 2025Q4: 5,067 shares; 2026Q1: 5,749 shares 5,749 $1.14M 0.02% +682 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,073 shares; 2026Q1: 46,157 shares 46,157 $1.14M 0.02% +4,084 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 8,105 shares; 2025Q1: 16,675 shares; 2025Q2: 21,988 shares; 2025Q3: 20,100 shares; 2025Q4: 17,087 shares; 2026Q1: 18,148 shares 18,148 $1.14M 0.02% +1,061 Timeline PHYS 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: 27,015 shares; 2024Q4: 26,887 shares; 2025Q1: 37,759 shares; 2025Q2: 24,552 shares; 2025Q3: 31,347 shares; 2025Q4: 31,408 shares; 2026Q1: 32,036 shares 32,036 $1.14M 0.02% +628 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 14,123 shares; 2025Q1: 21,667 shares; 2025Q2: 29,882 shares; 2025Q3: 20,024 shares; 2025Q4: 19,877 shares; 2026Q1: 22,673 shares 22,673 $1.13M 0.02% +2,796 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 368 shares; 2025Q1: 1,024 shares; 2025Q2: 1,230 shares; 2025Q3: 1,403 shares; 2025Q4: 1,494 shares; 2026Q1: 1,468 shares 1,468 $1.13M 0.02% -26 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 420 shares; 2025Q1: 20,840 shares; 2025Q2: 24,100 shares; 2025Q3: 23,509 shares; 2025Q4: 25,232 shares; 2026Q1: 23,860 shares 23,860 $1.13M 0.02% -1,372 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 477 shares; 2025Q1: 733 shares; 2025Q2: 0 shares; 2025Q3: 69 shares; 2025Q4: 230 shares; 2026Q1: 6,574 shares 6,574 $1.13M 0.02% +6,344 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: 23,006 shares; 2024Q4: 28,096 shares; 2025Q1: 30,841 shares; 2025Q2: 36,154 shares; 2025Q3: 40,799 shares; 2025Q4: 49,120 shares; 2026Q1: 52,614 shares 52,614 $1.13M 0.02% +3,494 Timeline VGIT 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: 23,396 shares; 2024Q4: 25,067 shares; 2025Q1: 21,794 shares; 2025Q2: 28,536 shares; 2025Q3: 22,287 shares; 2025Q4: 23,652 shares; 2026Q1: 18,934 shares 18,934 $1.13M 0.02% -4,718 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 475 shares; 2025Q1: 486 shares; 2025Q2: 11,702 shares; 2025Q3: 12,088 shares; 2025Q4: 12,309 shares; 2026Q1: 13,237 shares 13,237 $1.12M 0.02% +928 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 7,016 shares; 2025Q1: 5,673 shares; 2025Q2: 5,435 shares; 2025Q3: 5,556 shares; 2025Q4: 4,415 shares; 2026Q1: 4,230 shares 4,230 $1.12M 0.02% -185 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 14,241 shares; 2025Q1: 23,080 shares; 2025Q2: 31,473 shares; 2025Q3: 19,716 shares; 2025Q4: 21,368 shares; 2026Q1: 22,663 shares 22,663 $1.12M 0.02% +1,295 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 801 shares; 2025Q1: 809 shares; 2025Q2: 10,631 shares; 2025Q3: 23,223 shares; 2025Q4: 23,243 shares; 2026Q1: 23,281 shares 23,281 $1.12M 0.02% +38 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 311 shares; 2025Q1: 2,045 shares; 2025Q2: 2,153 shares; 2025Q3: 2,645 shares; 2025Q4: 2,983 shares; 2026Q1: 2,937 shares 2,937 $1.12M 0.02% -46 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 11,939 shares; 2025Q1: 8,930 shares; 2025Q2: 5,479 shares; 2025Q3: 4,829 shares; 2025Q4: 12,567 shares; 2026Q1: 12,001 shares 12,001 $1.11M 0.02% -566 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: 14,677 shares; 2024Q4: 14,093 shares; 2025Q1: 45,763 shares; 2025Q2: 10,887 shares; 2025Q3: 9,487 shares; 2025Q4: 9,357 shares; 2026Q1: 10,114 shares 10,114 $1.11M 0.02% +757 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,048 shares; 2024Q4: 60,402 shares; 2025Q1: 59,908 shares; 2025Q2: 59,029 shares; 2025Q3: 51,370 shares; 2025Q4: 51,468 shares; 2026Q1: 51,515 shares 51,515 $1.1M 0.02% +47 Timeline JGLO 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: 11,624 shares; 2024Q4: 11,617 shares; 2025Q1: 11,807 shares; 2025Q2: 16,047 shares; 2025Q3: 15,194 shares; 2025Q4: 16,000 shares; 2026Q1: 16,870 shares 16,870 $1.1M 0.02% +870 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 10,033 shares; 2025Q1: 9,946 shares; 2025Q2: 9,874 shares; 2025Q3: 9,584 shares; 2025Q4: 9,167 shares; 2026Q1: 9,273 shares 9,273 $1.1M 0.02% +106 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,129 shares; 2024Q4: 28,440 shares; 2025Q1: 29,916 shares; 2025Q2: 30,138 shares; 2025Q3: 31,642 shares; 2025Q4: 35,888 shares; 2026Q1: 34,750 shares 34,750 $1.09M 0.02% -1,138 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 11,748 shares; 2025Q1: 14,161 shares; 2025Q2: 14,140 shares; 2025Q3: 14,073 shares; 2025Q4: 13,735 shares; 2026Q1: 20,449 shares 20,449 $1.09M 0.02% +6,714 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,305 shares; 2025Q1: 1,470 shares; 2025Q2: 1,332 shares; 2025Q3: 1,985 shares; 2025Q4: 2,488 shares; 2026Q1: 2,664 shares 2,664 $1.09M 0.02% +176 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 3,757 shares; 2025Q1: 3,834 shares; 2025Q2: 3,905 shares; 2025Q3: 5,491 shares; 2025Q4: 9,291 shares; 2026Q1: 5,723 shares 5,723 $1.09M 0.02% -3,568 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: 29,552 shares; 2024Q4: 28,531 shares; 2025Q1: 24,135 shares; 2025Q2: 24,370 shares; 2025Q3: 30,720 shares; 2025Q4: 32,163 shares; 2026Q1: 33,452 shares 33,452 $1.08M 0.02% +1,289 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,526 shares; 2025Q1: 12,485 shares; 2025Q2: 4,465 shares; 2025Q3: 10,698 shares; 2025Q4: 7,128 shares; 2026Q1: 6,950 shares 6,950 $1.08M 0.02% -178 Timeline GSLC 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: 982 shares; 2024Q4: 1,202 shares; 2025Q1: 3,362 shares; 2025Q2: 6,126 shares; 2025Q3: 8,394 shares; 2025Q4: 8,614 shares; 2026Q1: 8,611 shares 8,611 $1.08M 0.02% -3 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,416 shares; 2024Q4: 27,061 shares; 2025Q1: 21,591 shares; 2025Q2: 33,512 shares; 2025Q3: 33,271 shares; 2025Q4: 32,800 shares; 2026Q1: 27,062 shares 27,062 $1.08M 0.02% -5,738 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 28,781 shares; 2025Q1: 30,515 shares; 2025Q2: 32,047 shares; 2025Q3: 32,401 shares; 2025Q4: 31,643 shares; 2026Q1: 26,221 shares 26,221 $1.08M 0.02% -5,422 Timeline FIDI 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: 9,852 shares; 2024Q4: 19,704 shares; 2025Q1: 9,852 shares; 2025Q2: 9,852 shares; 2025Q3: 14,581 shares; 2025Q4: 38,628 shares; 2026Q1: 38,849 shares 38,849 $1.07M 0.02% +221 Timeline FQAL 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 923 shares; 2025Q3: 4,126 shares; 2025Q4: 9,130 shares; 2026Q1: 14,726 shares 14,726 $1.07M 0.02% +5,596 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 5,258 shares; 2025Q1: 4,189 shares; 2025Q2: 4,439 shares; 2025Q3: 4,388 shares; 2025Q4: 3,956 shares; 2026Q1: 22,699 shares 22,699 $1.06M 0.02% +18,743 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 421 shares; 2025Q1: 329 shares; 2025Q2: 380 shares; 2025Q3: 727 shares; 2025Q4: 752 shares; 2026Q1: 4,954 shares 4,954 $1.06M 0.02% +4,202 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: 305 shares; 2024Q4: 3,366 shares; 2025Q1: 4,640 shares; 2025Q2: 64,466 shares; 2025Q3: 34,510 shares; 2025Q4: 42,687 shares; 2026Q1: 46,121 shares 46,121 $1.06M 0.02% +3,434 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 24,818 shares; 2026Q1: 24,818 shares 24,818 $1.06M 0.02% 0 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 13,306 shares 13,306 $1.06M 0.02% +12,655 Timeline HYS 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 2,267 shares; 2025Q2: 3,866 shares; 2025Q3: 8,804 shares; 2025Q4: 10,107 shares; 2026Q1: 11,302 shares 11,302 $1.05M 0.02% +1,195 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,098 shares; 2024Q4: 26,189 shares; 2025Q1: 22,533 shares; 2025Q2: 30,965 shares; 2025Q3: 20,690 shares; 2025Q4: 20,522 shares; 2026Q1: 21,808 shares 21,808 $1.05M 0.02% +1,286 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8 shares; 2025Q1: 4,985 shares; 2025Q2: 4,386 shares; 2025Q3: 9,385 shares; 2025Q4: 11,502 shares; 2026Q1: 12,646 shares 12,646 $1.04M 0.02% +1,144 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 3,978 shares; 2025Q1: 3,995 shares; 2025Q2: 2,772 shares; 2025Q3: 8,445 shares; 2025Q4: 8,435 shares; 2026Q1: 3,183 shares 3,183 $1.04M 0.02% -5,252 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 8,139 shares 8,139 $1.04M 0.02% +8,068 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 4,885 shares; 2025Q1: 16,755 shares; 2025Q2: 17,600 shares; 2025Q3: 16,200 shares; 2025Q4: 16,552 shares; 2026Q1: 17,738 shares 17,738 $1.04M 0.02% +1,186 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,168 shares; 2024Q4: 96,025 shares; 2025Q1: 92,826 shares; 2025Q2: 79,073 shares; 2025Q3: 34,659 shares; 2025Q4: 24,218 shares; 2026Q1: 23,036 shares 23,036 $1.03M 0.02% -1,182 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares; 2025Q4: 30,999 shares; 2026Q1: 39,245 shares 39,245 $1.03M 0.02% +8,246 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,250 shares; 2025Q1: 14,250 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 21,104 shares; 2026Q1: 22,767 shares 22,767 $1.03M 0.02% +1,663 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 965 shares; 2025Q1: 863 shares; 2025Q2: 2,954 shares; 2025Q3: 4,150 shares; 2025Q4: 2,288 shares; 2026Q1: 40,165 shares 40,165 $1.02M 0.02% +37,877 Timeline IWR 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: 2,487 shares; 2024Q4: 7,859 shares; 2025Q1: 8,485 shares; 2025Q2: 10,160 shares; 2025Q3: 11,092 shares; 2025Q4: 11,162 shares; 2026Q1: 10,515 shares 10,515 $1.02M 0.02% -647 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 5,725 shares; 2025Q1: 6,787 shares; 2025Q2: 6,926 shares; 2025Q3: 8,695 shares; 2025Q4: 8,887 shares; 2026Q1: 9,316 shares 9,316 $1.02M 0.02% +429 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 8,075 shares; 2025Q1: 5,479 shares; 2025Q2: 6,452 shares; 2025Q3: 6,117 shares; 2025Q4: 10,488 shares; 2026Q1: 6,498 shares 6,498 $1.02M 0.02% -3,990 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 23,763 shares; 2025Q1: 18,867 shares; 2025Q2: 19,633 shares; 2025Q3: 24,230 shares; 2025Q4: 24,573 shares; 2026Q1: 22,737 shares 22,737 $1.02M 0.02% -1,836 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,118 shares; 2025Q1: 53,372 shares; 2025Q2: 56,729 shares; 2025Q3: 51,835 shares; 2025Q4: 49,170 shares; 2026Q1: 38,861 shares 38,861 $1.02M 0.02% -10,309 Timeline VGSH 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: 54,764 shares; 2024Q4: 56,084 shares; 2025Q1: 29,176 shares; 2025Q2: 3,951 shares; 2025Q3: 6,317 shares; 2025Q4: 11,561 shares; 2026Q1: 17,374 shares 17,374 $1.02M 0.02% +5,813 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,956 shares; 2025Q1: 6,956 shares; 2025Q2: 6,941 shares; 2025Q3: 6,892 shares; 2025Q4: 6,268 shares; 2026Q1: 6,397 shares 6,397 $1.02M 0.02% +129 Timeline JSML 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: 13,168 shares; 2024Q4: 10,678 shares; 2025Q1: 9,412 shares; 2025Q2: 6,272 shares; 2025Q3: 4,072 shares; 2025Q4: 8,321 shares; 2026Q1: 14,422 shares 14,422 $1.01M 0.02% +6,101 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,052 shares; 2024Q4: 34,829 shares; 2025Q1: 21,804 shares; 2025Q2: 22,768 shares; 2025Q3: 24,476 shares; 2025Q4: 23,913 shares; 2026Q1: 21,829 shares 21,829 $1.01M 0.02% -2,084 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 13,969 shares; 2025Q1: 15,581 shares; 2025Q2: 22,687 shares; 2025Q3: 26,501 shares; 2025Q4: 21,018 shares; 2026Q1: 19,773 shares 19,773 $1.01M 0.02% -1,245 Timeline IAPR 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: 38,973 shares; 2024Q4: 32,101 shares; 2025Q1: 35,329 shares; 2025Q2: 38,694 shares; 2025Q3: 40,246 shares; 2025Q4: 36,675 shares; 2026Q1: 31,752 shares 31,752 $1.01M 0.02% -4,923 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,167 shares; 2024Q4: 55,791 shares; 2025Q1: 55,799 shares; 2025Q2: 61,551 shares; 2025Q3: 59,411 shares; 2025Q4: 61,349 shares; 2026Q1: 49,235 shares 49,235 $1.01M 0.02% -12,114 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,594 shares; 2025Q1: 5,507 shares; 2025Q2: 6,057 shares; 2025Q3: 6,890 shares; 2025Q4: 6,357 shares; 2026Q1: 6,934 shares 6,934 $1.01M 0.02% +577 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 7,029 shares; 2025Q1: 6,734 shares; 2025Q2: 9,614 shares; 2025Q3: 12,116 shares; 2025Q4: 14,294 shares; 2026Q1: 10,403 shares 10,403 $1M 0.02% -3,891 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,137 shares; 2024Q4: 43,900 shares; 2025Q1: 41,244 shares; 2025Q2: 38,301 shares; 2025Q3: 41,496 shares; 2025Q4: 43,768 shares; 2026Q1: 29,733 shares 29,733 $1M 0.02% -14,035 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,373 shares; 2024Q4: 36,255 shares; 2025Q1: 33,250 shares; 2025Q2: 21,995 shares; 2025Q3: 21,904 shares; 2025Q4: 22,011 shares; 2026Q1: 22,064 shares 22,064 $1M 0.02% +53 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 7,181 shares; 2025Q1: 5,664 shares; 2025Q2: 7,228 shares; 2025Q3: 5,400 shares; 2025Q4: 5,499 shares; 2026Q1: 8,653 shares 8,653 $995K 0.02% +3,154 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 4,396 shares; 2025Q1: 6,915 shares; 2025Q2: 24,962 shares; 2025Q3: 9,315 shares; 2025Q4: 13,205 shares; 2026Q1: 14,311 shares 14,311 $992K 0.02% +1,106 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 480 shares; 2025Q2: 5,472 shares; 2025Q3: 10,833 shares; 2025Q4: 10,231 shares; 2026Q1: 8,840 shares 8,840 $991K 0.02% -1,391 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,669 shares; 2025Q1: 1,782 shares; 2025Q2: 1,959 shares; 2025Q3: 1,612 shares; 2025Q4: 1,382 shares; 2026Q1: 1,341 shares 1,341 $990K 0.02% -41 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 13,330 shares; 2025Q1: 13,121 shares; 2025Q2: 6,745 shares; 2025Q3: 11,003 shares; 2025Q4: 10,139 shares; 2026Q1: 7,093 shares 7,093 $989K 0.02% -3,046 Timeline DTH 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: 729 shares; 2024Q4: 580 shares; 2025Q1: 578 shares; 2025Q2: 20,940 shares; 2025Q3: 17,931 shares; 2025Q4: 18,859 shares; 2026Q1: 18,164 shares 18,164 $982K 0.02% -695 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 3,110 shares; 2025Q1: 3,352 shares; 2025Q2: 3,662 shares; 2025Q3: 3,298 shares; 2025Q4: 3,539 shares; 2026Q1: 3,568 shares 3,568 $982K 0.02% +29 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: 6,902 shares; 2024Q4: 6,853 shares; 2025Q1: 6,762 shares; 2025Q2: 4,887 shares; 2025Q3: 2,133 shares; 2025Q4: 2,542 shares; 2026Q1: 10,423 shares 10,423 $979K 0.02% +7,881 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 6,951 shares; 2025Q1: 6,916 shares; 2025Q2: 6,753 shares; 2025Q3: 7,640 shares; 2025Q4: 4,678 shares; 2026Q1: 5,160 shares 5,160 $978K 0.02% +482 Timeline SCHQ 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: 16,368 shares; 2024Q4: 20,353 shares; 2025Q1: 21,625 shares; 2025Q2: 22,207 shares; 2025Q3: 21,340 shares; 2025Q4: 21,062 shares; 2026Q1: 31,088 shares 31,088 $977K 0.02% +10,026 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,731 shares; 2025Q1: 12,151 shares; 2025Q2: 15,955 shares; 2025Q3: 15,355 shares; 2025Q4: 18,147 shares; 2026Q1: 38,311 shares 38,311 $976K 0.02% +20,164 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 4,269 shares; 2025Q1: 4,271 shares; 2025Q2: 10,229 shares; 2025Q3: 9,963 shares; 2025Q4: 10,883 shares; 2026Q1: 10,159 shares 10,159 $975K 0.02% -724 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,815 shares; 2025Q1: 4,951 shares; 2025Q2: 7,075 shares; 2025Q3: 7,654 shares; 2025Q4: 8,379 shares; 2026Q1: 7,930 shares 7,930 $974K 0.02% -449 Timeline DFLV 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: 1,500 shares; 2024Q4: 16,316 shares; 2025Q1: 16,316 shares; 2025Q2: 14,364 shares; 2025Q3: 29,055 shares; 2025Q4: 27,258 shares; 2026Q1: 27,258 shares 27,258 $973K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,139 shares; 2025Q1: 1,672 shares; 2025Q2: 3,434 shares; 2025Q3: 6,937 shares; 2025Q4: 6,913 shares; 2026Q1: 4,214 shares 4,214 $973K 0.02% -2,699 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: 34,956 shares; 2024Q4: 59,226 shares; 2025Q1: 58,508 shares; 2025Q2: 50,256 shares; 2025Q3: 49,218 shares; 2025Q4: 64,488 shares; 2026Q1: 30,386 shares 30,386 $973K 0.02% -34,102 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,805 shares 21,805 $971K 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 418 shares; 2025Q1: 510 shares; 2025Q2: 1,985 shares; 2025Q3: 1,886 shares; 2025Q4: 1,866 shares; 2026Q1: 9,860 shares 9,860 $970K 0.02% +7,994 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: 2,631 shares; 2024Q4: 2,775 shares; 2025Q1: 1,736 shares; 2025Q2: 1,484 shares; 2025Q3: 1,674 shares; 2025Q4: 7,132 shares; 2026Q1: 7,167 shares 7,167 $969K 0.02% +35 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 31,254 shares; 2025Q1: 35,782 shares; 2025Q2: 12,519 shares; 2025Q3: 12,668 shares; 2025Q4: 13,325 shares; 2026Q1: 12,535 shares 12,535 $967K 0.02% -790 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 3,940 shares; 2025Q1: 7,630 shares; 2025Q2: 4,530 shares; 2025Q3: 4,511 shares; 2025Q4: 4,488 shares; 2026Q1: 3,710 shares 3,710 $966K 0.02% -778 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,061 shares; 2024Q4: 64,268 shares; 2025Q1: 64,470 shares; 2025Q2: 63,818 shares; 2025Q3: 62,702 shares; 2025Q4: 65,194 shares; 2026Q1: 49,406 shares 49,406 $965K 0.02% -15,788 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 9,656 shares; 2025Q1: 9,283 shares; 2025Q2: 2,618 shares; 2025Q3: 2,487 shares; 2025Q4: 3,651 shares; 2026Q1: 3,897 shares 3,897 $963K 0.02% +246 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 295 shares; 2025Q3: 331 shares; 2025Q4: 380 shares; 2026Q1: 282 shares 282 $953K 0.02% -98 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,467 shares; 2025Q4: 15,640 shares; 2026Q1: 16,342 shares 16,342 $947K 0.02% +702 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,288 shares; 2024Q4: 87,550 shares; 2025Q1: 87,653 shares; 2025Q2: 86,495 shares; 2025Q3: 9,095 shares; 2025Q4: 6,580 shares; 2026Q1: 6,537 shares 6,537 $946K 0.02% -43 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,800 shares; 2025Q1: 2,017 shares; 2025Q2: 21,821 shares; 2025Q3: 1,538 shares; 2025Q4: 3,161 shares; 2026Q1: 3,489 shares 3,489 $944K 0.02% +328 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 7,330 shares; 2025Q1: 8,345 shares; 2025Q2: 21,750 shares; 2025Q3: 21,493 shares; 2025Q4: 22,078 shares; 2026Q1: 22,693 shares 22,693 $939K 0.02% +615 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,720 shares 18,720 $938K 0.02% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,286 shares; 2024Q4: 48,286 shares; 2025Q1: 48,286 shares; 2025Q2: 48,686 shares; 2025Q3: 48,286 shares; 2025Q4: 48,286 shares; 2026Q1: 48,286 shares 48,286 $935K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 7,740 shares; 2025Q1: 14,955 shares; 2025Q2: 15,394 shares; 2025Q3: 11,126 shares; 2025Q4: 11,466 shares; 2026Q1: 10,464 shares 10,464 $928K 0.02% -1,002 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,134 shares; 2024Q4: 33,465 shares; 2025Q1: 31,016 shares; 2025Q2: 34,890 shares; 2025Q3: 32,614 shares; 2025Q4: 32,459 shares; 2026Q1: 36,469 shares 36,469 $928K 0.02% +4,010 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 12,632 shares; 2025Q1: 12,632 shares; 2025Q2: 10,265 shares; 2025Q3: 11,349 shares; 2025Q4: 24,835 shares; 2026Q1: 27,317 shares 27,317 $927K 0.02% +2,482 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: 401 shares; 2025Q3: 994 shares; 2025Q4: 1,042 shares; 2026Q1: 1,446 shares 1,446 $919K 0.02% +404 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 855 shares; 2025Q1: 1,739 shares; 2025Q2: 2,164 shares; 2025Q3: 1,554 shares; 2025Q4: 1,738 shares; 2026Q1: 1,545 shares 1,545 $916K 0.02% -193 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: 5,140 shares; 2024Q4: 5,123 shares; 2025Q1: 5,140 shares; 2025Q2: 3,588 shares; 2025Q3: 3,046 shares; 2025Q4: 31,055 shares; 2026Q1: 25,424 shares 25,424 $914K 0.02% -5,631 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,773 shares; 2025Q1: 7,149 shares; 2025Q2: 2,232 shares; 2025Q3: 2,562 shares; 2025Q4: 3,119 shares; 2026Q1: 2,548 shares 2,548 $908K 0.02% -571 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,470 shares; 2025Q1: 13,419 shares; 2025Q2: 15,908 shares; 2025Q3: 16,098 shares; 2025Q4: 15,165 shares; 2026Q1: 16,586 shares 16,586 $905K 0.02% +1,421 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: 3,393 shares; 2024Q4: 3,566 shares; 2025Q1: 3,551 shares; 2025Q2: 7,906 shares; 2025Q3: 4,171 shares; 2025Q4: 4,281 shares; 2026Q1: 4,609 shares 4,609 $904K 0.02% +328 Timeline SDY 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: 11,523 shares; 2024Q4: 12,477 shares; 2025Q1: 11,124 shares; 2025Q2: 4,075 shares; 2025Q3: 4,400 shares; 2025Q4: 6,271 shares; 2026Q1: 6,175 shares 6,175 $901K 0.02% -96 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 170 shares; 2025Q1: 437 shares; 2025Q2: 475 shares; 2025Q3: 627 shares; 2025Q4: 716 shares; 2026Q1: 652 shares 652 $899K 0.02% -64 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,370 shares; 2025Q1: 5,285 shares; 2025Q2: 2,712 shares; 2025Q3: 2,137 shares; 2025Q4: 1,940 shares; 2026Q1: 2,109 shares 2,109 $897K 0.02% +169 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,861 shares; 2026Q1: 20,805 shares 20,805 $894K 0.02% +12,944 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,365 shares; 2025Q1: 7,023 shares; 2025Q2: 6,882 shares; 2025Q3: 8,033 shares; 2025Q4: 7,988 shares; 2026Q1: 9,702 shares 9,702 $894K 0.02% +1,714 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares; 2025Q4: 3,537 shares; 2026Q1: 3,565 shares 3,565 $893K 0.02% +28 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 19,702 shares; 2025Q1: 18,392 shares; 2025Q2: 17,872 shares; 2025Q3: 16,144 shares; 2025Q4: 16,468 shares; 2026Q1: 14,461 shares 14,461 $891K 0.02% -2,007 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 11,558 shares; 2025Q1: 8,516 shares; 2025Q2: 11,321 shares; 2025Q3: 13,709 shares; 2025Q4: 26,917 shares; 2026Q1: 24,240 shares 24,240 $891K 0.02% -2,677 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,239 shares; 2025Q1: 2,626 shares; 2025Q2: 2,657 shares; 2025Q3: 2,437 shares; 2025Q4: 3,022 shares; 2026Q1: 2,699 shares 2,699 $887K 0.02% -323 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,326 shares; 2025Q1: 1,199 shares; 2025Q2: 11,696 shares; 2025Q3: 12,498 shares; 2025Q4: 11,947 shares; 2026Q1: 11,567 shares 11,567 $883K 0.02% -380 Timeline GUNR 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: 1,241 shares; 2024Q4: 1,250 shares; 2025Q1: 1,056 shares; 2025Q2: 1,064 shares; 2025Q3: 946 shares; 2025Q4: 15,254 shares; 2026Q1: 16,000 shares 16,000 $883K 0.02% +746 Timeline HEFA 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: 19,146 shares; 2024Q4: 8,372 shares; 2025Q1: 14,639 shares; 2025Q2: 16,183 shares; 2025Q3: 3,976 shares; 2025Q4: 3,911 shares; 2026Q1: 20,695 shares 20,695 $879K 0.02% +16,784 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 1,427 shares; 2025Q1: 2,444 shares; 2025Q2: 3,561 shares; 2025Q3: 3,372 shares; 2025Q4: 4,208 shares; 2026Q1: 4,434 shares 4,434 $877K 0.02% +226 Timeline KJUL 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: 21,409 shares; 2024Q4: 20,309 shares; 2025Q1: 21,309 shares; 2025Q2: 27,069 shares; 2025Q3: 29,437 shares; 2025Q4: 26,237 shares; 2026Q1: 27,339 shares 27,339 $876K 0.02% +1,102 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 22,873 shares; 2025Q1: 23,853 shares; 2025Q2: 24,479 shares; 2025Q3: 24,862 shares; 2025Q4: 25,035 shares; 2026Q1: 25,296 shares 25,296 $872K 0.02% +261 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 861 shares; 2025Q1: 909 shares; 2025Q2: 1,324 shares; 2025Q3: 1,531 shares; 2025Q4: 1,416 shares; 2026Q1: 1,410 shares 1,410 $870K 0.02% -6 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,557 shares; 2025Q1: 17,996 shares; 2025Q2: 18,217 shares; 2025Q3: 17,697 shares; 2025Q4: 18,312 shares; 2026Q1: 16,056 shares 16,056 $869K 0.02% -2,256 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,884 shares; 2024Q4: 22,929 shares; 2025Q1: 10,182 shares; 2025Q2: 21,750 shares; 2025Q3: 7,809 shares; 2025Q4: 7,812 shares; 2026Q1: 7,292 shares 7,292 $865K 0.02% -520 Timeline EBND 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: 34,476 shares; 2024Q4: 29,116 shares; 2025Q1: 23,833 shares; 2025Q2: 19,093 shares; 2025Q3: 14,896 shares; 2025Q4: 15,058 shares; 2026Q1: 41,819 shares 41,819 $863K 0.02% +26,761 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,162 shares; 2025Q1: 1,570 shares; 2025Q2: 1,601 shares; 2025Q3: 1,930 shares; 2025Q4: 1,826 shares; 2026Q1: 2,900 shares 2,900 $857K 0.02% +1,074 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 46,142 shares; 2025Q1: 21,626 shares; 2025Q2: 13,298 shares; 2025Q3: 11,171 shares; 2025Q4: 10,607 shares; 2026Q1: 8,026 shares 8,026 $851K 0.02% -2,581 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 574 shares; 2025Q1: 1,313 shares; 2025Q2: 1,650 shares; 2025Q3: 10,133 shares; 2025Q4: 10,131 shares; 2026Q1: 4,629 shares 4,629 $847K 0.02% -5,502 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 21,413 shares; 2025Q1: 23,256 shares; 2025Q2: 24,118 shares; 2025Q3: 25,460 shares; 2025Q4: 10,070 shares; 2026Q1: 11,648 shares 11,648 $837K 0.02% +1,578 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 11,133 shares; 2025Q1: 11,307 shares; 2025Q2: 10,542 shares; 2025Q3: 11,051 shares; 2025Q4: 31,379 shares; 2026Q1: 33,677 shares 33,677 $835K 0.02% +2,298 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: 23,943 shares; 2024Q4: 16,499 shares; 2025Q1: 12,506 shares; 2025Q2: 8,382 shares; 2025Q3: 8,293 shares; 2025Q4: 8,058 shares; 2026Q1: 7,602 shares 7,602 $834K 0.02% -456 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: 33,955 shares; 2024Q4: 33,515 shares; 2025Q1: 30,744 shares; 2025Q2: 34,578 shares; 2025Q3: 26,409 shares; 2025Q4: 25,502 shares; 2026Q1: 32,293 shares 32,293 $828K 0.02% +6,791 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,890 shares; 2026Q1: 106,198 shares 106,198 $827K 0.02% +8,308 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 6,443 shares; 2025Q1: 6,466 shares; 2025Q2: 5,135 shares; 2025Q3: 7,433 shares; 2025Q4: 15,441 shares; 2026Q1: 14,327 shares 14,327 $826K 0.02% -1,114 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: 190 shares; 2024Q4: 197 shares; 2025Q1: 192 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 436 shares; 2026Q1: 1,513 shares 1,513 $822K 0.02% +1,077 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,033 shares; 2025Q3: 9,605 shares; 2025Q4: 10,593 shares; 2026Q1: 10,799 shares 10,799 $821K 0.02% +206 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: 9,240 shares; 2024Q4: 10,002 shares; 2025Q1: 14,641 shares; 2025Q2: 27,830 shares; 2025Q3: 29,330 shares; 2025Q4: 29,667 shares; 2026Q1: 30,917 shares 30,917 $820K 0.02% +1,250 Timeline DJUL 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: 18,570 shares; 2024Q4: 18,630 shares; 2025Q1: 18,389 shares; 2025Q2: 22,496 shares; 2025Q3: 17,825 shares; 2025Q4: 17,630 shares; 2026Q1: 17,482 shares 17,482 $817K 0.02% -148 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: 8,239 shares; 2024Q4: 8,142 shares; 2025Q1: 7,593 shares; 2025Q2: 6,975 shares; 2025Q3: 6,655 shares; 2025Q4: 7,060 shares; 2026Q1: 8,134 shares 8,134 $814K 0.02% +1,074 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,122 shares; 2024Q4: 58,714 shares; 2025Q1: 44,988 shares; 2025Q2: 58,406 shares; 2025Q3: 39,169 shares; 2025Q4: 38,474 shares; 2026Q1: 29,611 shares 29,611 $813K 0.02% -8,863 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 649 shares; 2025Q1: 564 shares; 2025Q2: 100 shares; 2025Q3: 750 shares; 2025Q4: 822 shares; 2026Q1: 1,155 shares 1,155 $812K 0.02% +333 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 15,048 shares; 2026Q1: 16,825 shares 16,825 $810K 0.02% +1,777 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 30,285 shares; 2025Q1: 28,000 shares; 2025Q2: 26,154 shares; 2025Q3: 21,141 shares; 2025Q4: 21,911 shares; 2026Q1: 22,819 shares 22,819 $810K 0.02% +908 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 2,174 shares; 2025Q1: 1,174 shares; 2025Q2: 2,124 shares; 2025Q3: 1,292 shares; 2025Q4: 1,658 shares; 2026Q1: 9,544 shares 9,544 $810K 0.02% +7,886 Timeline IJK 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: 95,458 shares; 2024Q4: 98,824 shares; 2025Q1: 99,647 shares; 2025Q2: 6,172 shares; 2025Q3: 6,666 shares; 2025Q4: 8,101 shares; 2026Q1: 8,012 shares 8,012 $806K 0.02% -89 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: 4,052 shares; 2024Q4: 19,192 shares; 2025Q1: 13,555 shares; 2025Q2: 13,003 shares; 2025Q3: 14,254 shares; 2025Q4: 14,250 shares; 2026Q1: 16,285 shares 16,285 $804K 0.02% +2,035 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 148,309 shares; 2025Q2: 148,011 shares; 2025Q3: 296,626 shares; 2025Q4: 149,514 shares; 2026Q1: 149,505 shares 149,505 $803K 0.02% -9 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,743 shares; 2025Q1: 9,620 shares; 2025Q2: 12,277 shares; 2025Q3: 12,124 shares; 2025Q4: 11,612 shares; 2026Q1: 11,234 shares 11,234 $800K 0.02% -378 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 17,870 shares; 2025Q1: 24,713 shares; 2025Q2: 26,539 shares; 2025Q3: 28,356 shares; 2025Q4: 28,855 shares; 2026Q1: 27,841 shares 27,841 $800K 0.02% -1,014 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 10,162 shares; 2025Q1: 11,060 shares; 2025Q2: 11,393 shares; 2025Q3: 11,280 shares; 2025Q4: 12,239 shares; 2026Q1: 17,109 shares 17,109 $798K 0.02% +4,870 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 28,273 shares; 2025Q1: 21,812 shares; 2025Q2: 21,885 shares; 2025Q3: 21,801 shares; 2025Q4: 21,316 shares; 2026Q1: 23,482 shares 23,482 $797K 0.02% +2,166 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,989 shares; 2025Q2: 7,399 shares; 2025Q3: 8,916 shares; 2025Q4: 8,942 shares; 2026Q1: 8,790 shares 8,790 $795K 0.02% -152 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 4,067 shares; 2025Q1: 4,210 shares; 2025Q2: 4,260 shares; 2025Q3: 4,632 shares; 2025Q4: 4,632 shares; 2026Q1: 4,792 shares 4,792 $794K 0.02% +160 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 21,429 shares; 2025Q1: 24,921 shares; 2025Q2: 41,873 shares; 2025Q3: 39,366 shares; 2025Q4: 39,649 shares; 2026Q1: 44,002 shares 44,002 $793K 0.02% +4,353 Timeline FLBL 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: 46,534 shares; 2024Q4: 46,985 shares; 2025Q1: 47,731 shares; 2025Q2: 30,765 shares; 2025Q3: 22,252 shares; 2025Q4: 25,617 shares; 2026Q1: 34,434 shares 34,434 $792K 0.02% +8,817 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,427 shares; 2025Q2: 14,976 shares; 2025Q3: 18,713 shares; 2025Q4: 20,236 shares; 2026Q1: 19,866 shares 19,866 $788K 0.02% -370 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,930 shares; 2024Q4: 75,225 shares; 2025Q1: 94,202 shares; 2025Q2: 74,893 shares; 2025Q3: 71,531 shares; 2025Q4: 70,624 shares; 2026Q1: 68,282 shares 68,282 $788K 0.02% -2,342 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,527 shares; 2025Q2: 8,527 shares; 2025Q3: 9,314 shares; 2025Q4: 9,228 shares; 2026Q1: 9,193 shares 9,193 $787K 0.02% -35 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,673 shares; 2025Q1: 5,666 shares; 2025Q2: 6,541 shares; 2025Q3: 5,411 shares; 2025Q4: 5,370 shares; 2026Q1: 5,549 shares 5,549 $785K 0.02% +179 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 6,416 shares; 2025Q1: 6,067 shares; 2025Q2: 5,843 shares; 2025Q3: 12,686 shares; 2025Q4: 17,276 shares; 2026Q1: 5,962 shares 5,962 $781K 0.02% -11,314 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 12,664 shares; 2025Q1: 13,720 shares; 2025Q2: 19,549 shares; 2025Q3: 20,282 shares; 2025Q4: 20,597 shares; 2026Q1: 20,898 shares 20,898 $781K 0.02% +301 Timeline RMIF 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: 23,540 shares; 2024Q4: 25,057 shares; 2025Q1: 33,641 shares; 2025Q2: 34,811 shares; 2025Q3: 34,910 shares; 2025Q4: 43,645 shares; 2026Q1: 32,203 shares 32,203 $780K 0.02% -11,442 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: 1,058 shares; 2024Q4: 1,632 shares; 2025Q1: 2,465 shares; 2025Q2: 2,504 shares; 2025Q3: 1,897 shares; 2025Q4: 1,672 shares; 2026Q1: 3,156 shares 3,156 $772K 0.02% +1,484 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,783 shares; 2025Q1: 2,738 shares; 2025Q2: 2,772 shares; 2025Q3: 2,658 shares; 2025Q4: 2,080 shares; 2026Q1: 1,853 shares 1,853 $772K 0.02% -227 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,791 shares; 2025Q1: 3,002 shares; 2025Q2: 2,196 shares; 2025Q3: 2,507 shares; 2025Q4: 2,042 shares; 2026Q1: 17,057 shares 17,057 $771K 0.02% +15,015 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,144 shares; 2024Q4: 14,460 shares; 2025Q1: 20,204 shares; 2025Q2: 23,156 shares; 2025Q3: 23,875 shares; 2025Q4: 28,590 shares; 2026Q1: 29,648 shares 29,648 $766K 0.02% +1,058 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 201,562 shares; 2025Q1: 198,193 shares; 2025Q2: 25,330 shares; 2025Q3: 22,460 shares; 2025Q4: 20,989 shares; 2026Q1: 21,302 shares 21,302 $766K 0.02% +313 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 16,200 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares; 2026Q1: 15,400 shares 15,400 $759K 0.02% -400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,653 shares; 2025Q1: 4,711 shares; 2025Q2: 15,295 shares; 2025Q3: 15,776 shares; 2025Q4: 6,902 shares; 2026Q1: 3,613 shares 3,613 $759K 0.02% -3,289 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,321 shares; 2025Q1: 4,772 shares; 2025Q2: 4,988 shares; 2025Q3: 4,382 shares; 2025Q4: 3,868 shares; 2026Q1: 4,487 shares 4,487 $759K 0.02% +619 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 8,453 shares; 2025Q1: 6,559 shares; 2025Q2: 6,301 shares; 2025Q3: 6,313 shares; 2025Q4: 6,499 shares; 2026Q1: 6,335 shares 6,335 $757K 0.02% -164 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,273 shares; 2025Q1: 3,618 shares; 2025Q2: 2,864 shares; 2025Q3: 3,498 shares; 2025Q4: 10,668 shares; 2026Q1: 10,756 shares 10,756 $757K 0.02% +88 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,538 shares; 2025Q1: 5,622 shares; 2025Q2: 4,447 shares; 2025Q3: 4,803 shares; 2025Q4: 7,800 shares; 2026Q1: 6,361 shares 6,361 $755K 0.02% -1,439 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,158 shares; 2024Q4: 8,619 shares; 2025Q1: 8,967 shares; 2025Q2: 8,990 shares; 2025Q3: 11,240 shares; 2025Q4: 9,321 shares; 2026Q1: 10,396 shares 10,396 $752K 0.02% +1,075 Timeline DIVO 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: 42,474 shares; 2024Q4: 31,628 shares; 2025Q1: 23,560 shares; 2025Q2: 15,824 shares; 2025Q3: 15,911 shares; 2025Q4: 16,210 shares; 2026Q1: 16,769 shares 16,769 $752K 0.02% +559 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 38 shares; 2025Q4: 20,640 shares; 2026Q1: 23,807 shares 23,807 $752K 0.02% +3,167 Timeline CGMU 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: 10,731 shares; 2024Q4: 10,776 shares; 2025Q1: 11,337 shares; 2025Q2: 15,448 shares; 2025Q3: 20,270 shares; 2025Q4: 26,577 shares; 2026Q1: 27,565 shares 27,565 $748K 0.02% +988 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 2,102 shares; 2025Q1: 5,761 shares; 2025Q2: 409 shares; 2025Q3: 2,231 shares; 2025Q4: 5,861 shares; 2026Q1: 4,981 shares 4,981 $747K 0.02% -880 Timeline AVUV 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: 44,342 shares; 2024Q4: 47,839 shares; 2025Q1: 45,981 shares; 2025Q2: 7,831 shares; 2025Q3: 7,978 shares; 2025Q4: 8,591 shares; 2026Q1: 6,757 shares 6,757 $746K 0.02% -1,834 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 6,132 shares; 2025Q1: 8,673 shares; 2025Q2: 7,767 shares; 2025Q3: 8,243 shares; 2025Q4: 8,873 shares; 2026Q1: 9,092 shares 9,092 $745K 0.02% +219 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,805 shares; 2025Q1: 7,712 shares; 2025Q2: 3,997 shares; 2025Q3: 15,929 shares; 2025Q4: 14,068 shares; 2026Q1: 13,614 shares 13,614 $745K 0.02% -454 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 19,591 shares 19,591 $744K 0.02% +17,329 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 11,972 shares; 2025Q1: 12,088 shares; 2025Q2: 13,847 shares; 2025Q3: 17,779 shares; 2025Q4: 18,613 shares; 2026Q1: 18,637 shares 18,637 $744K 0.02% +24 Timeline OACP 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: 1,262 shares; 2024Q4: 4,748 shares; 2025Q1: 7,110 shares; 2025Q2: 32,573 shares; 2025Q3: 33,633 shares; 2025Q4: 34,143 shares; 2026Q1: 32,724 shares 32,724 $743K 0.02% -1,419 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,883 shares; 2025Q1: 2,425 shares; 2025Q2: 20,000 shares; 2025Q3: 20,416 shares; 2025Q4: 20,448 shares; 2026Q1: 20,623 shares 20,623 $743K 0.02% +175 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: 208 shares; 2024Q4: 393 shares; 2025Q1: 4,708 shares; 2025Q2: 6,422 shares; 2025Q3: 6,432 shares; 2025Q4: 8,231 shares; 2026Q1: 10,751 shares 10,751 $743K 0.02% +2,520 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,427 shares; 2025Q1: 1,390 shares; 2025Q2: 1,427 shares; 2025Q3: 1,742 shares; 2025Q4: 1,894 shares; 2026Q1: 2,070 shares 2,070 $743K 0.02% +176 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,290 shares; 2025Q1: 1,286 shares; 2025Q2: 996 shares; 2025Q3: 2,182 shares; 2025Q4: 1,852 shares; 2026Q1: 1,885 shares 1,885 $738K 0.02% +33 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 7,181 shares; 2025Q1: 29,425 shares; 2025Q2: 23,360 shares; 2025Q3: 9,849 shares; 2025Q4: 9,967 shares; 2026Q1: 10,119 shares 10,119 $736K 0.02% +152 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,839 shares; 2025Q1: 2,101 shares; 2025Q2: 2,604 shares; 2025Q3: 2,880 shares; 2025Q4: 2,423 shares; 2026Q1: 2,544 shares 2,544 $736K 0.02% +121 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,873 shares; 2026Q1: 10,775 shares 10,775 $736K 0.02% +4,902 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 12,303 shares; 2025Q1: 13,311 shares; 2025Q2: 13,426 shares; 2025Q3: 10,033 shares; 2025Q4: 9,501 shares; 2026Q1: 6,748 shares 6,748 $735K 0.02% -2,753 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 10,177 shares; 2025Q1: 8,183 shares; 2025Q2: 7,974 shares; 2025Q3: 8,173 shares; 2025Q4: 8,004 shares; 2026Q1: 8,138 shares 8,138 $733K 0.02% +134 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 8,155 shares; 2025Q1: 9,766 shares; 2025Q2: 10,492 shares; 2025Q3: 10,302 shares; 2025Q4: 10,408 shares; 2026Q1: 11,475 shares 11,475 $730K 0.02% +1,067 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,725 shares; 2024Q4: 78,543 shares; 2025Q1: 83,400 shares; 2025Q2: 13,880 shares; 2025Q3: 17,576 shares; 2025Q4: 25,308 shares; 2026Q1: 27,352 shares 27,352 $728K 0.02% +2,044 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,727 shares; 2025Q1: 6,394 shares; 2025Q2: 5,599 shares; 2025Q3: 5,637 shares; 2025Q4: 11,391 shares; 2026Q1: 12,290 shares 12,290 $725K 0.02% +899 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,887 shares; 2025Q3: 2,514 shares; 2025Q4: 2,515 shares; 2026Q1: 2,521 shares 2,521 $725K 0.02% +6 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 4,624 shares; 2025Q1: 4,282 shares; 2025Q2: 4,432 shares; 2025Q3: 5,189 shares; 2025Q4: 5,303 shares; 2026Q1: 5,484 shares 5,484 $725K 0.02% +181 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 22,290 shares; 2025Q3: 6,041 shares; 2025Q4: 10,692 shares; 2026Q1: 15,048 shares 15,048 $722K 0.01% +4,356 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: 2,631 shares; 2024Q4: 3,846 shares; 2025Q1: 9,338 shares; 2025Q2: 10,342 shares; 2025Q3: 12,457 shares; 2025Q4: 10,725 shares; 2026Q1: 11,714 shares 11,714 $719K 0.01% +989 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,830 shares; 2024Q4: 46,430 shares; 2025Q1: 41,261 shares; 2025Q2: 10,920 shares; 2025Q3: 17,943 shares; 2025Q4: 19,623 shares; 2026Q1: 16,673 shares 16,673 $718K 0.01% -2,950 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,304 shares; 2024Q4: 63,689 shares; 2025Q1: 54,331 shares; 2025Q2: 43,956 shares; 2025Q3: 43,975 shares; 2025Q4: 50,017 shares; 2026Q1: 49,423 shares 49,423 $710K 0.01% -594 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,147 shares; 2025Q1: 3,289 shares; 2025Q2: 4,001 shares; 2025Q3: 5,647 shares; 2025Q4: 14,561 shares; 2026Q1: 14,208 shares 14,208 $710K 0.01% -353 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: 996 shares; 2024Q4: 1,651 shares; 2025Q1: 488 shares; 2025Q2: 0 shares; 2025Q3: 2,279 shares; 2025Q4: 2,674 shares; 2026Q1: 50,112 shares 50,112 $706K 0.01% +47,438 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 9,538 shares; 2025Q1: 9,359 shares; 2025Q2: 9,779 shares; 2025Q3: 9,851 shares; 2025Q4: 9,688 shares; 2026Q1: 9,798 shares 9,798 $703K 0.01% +110 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: 8,594 shares; 2026Q1: 9,201 shares 9,201 $701K 0.01% +607 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,567 shares; 2026Q1: 32,592 shares 32,592 $699K 0.01% +25 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,153 shares; 2025Q1: 3,153 shares; 2025Q2: 3,795 shares; 2025Q3: 3,057 shares; 2025Q4: 2,908 shares; 2026Q1: 2,487 shares 2,487 $697K 0.01% -421 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,708 shares; 2025Q1: 2,577 shares; 2025Q2: 2,656 shares; 2025Q3: 4,013 shares; 2025Q4: 3,617 shares; 2026Q1: 5,018 shares 5,018 $694K 0.01% +1,401 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,968 shares; 2025Q1: 6,125 shares; 2025Q2: 6,238 shares; 2025Q3: 6,035 shares; 2025Q4: 6,606 shares; 2026Q1: 7,241 shares 7,241 $692K 0.01% +635 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,051 shares 17,051 $690K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,344 shares; 2025Q1: 4,113 shares; 2025Q2: 2,547 shares; 2025Q3: 7,834 shares; 2025Q4: 7,906 shares; 2026Q1: 7,463 shares 7,463 $687K 0.01% -443 Timeline VWOB 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: 3,678 shares; 2024Q4: 4,303 shares; 2025Q1: 5,658 shares; 2025Q2: 8,026 shares; 2025Q3: 8,948 shares; 2025Q4: 9,705 shares; 2026Q1: 10,441 shares 10,441 $686K 0.01% +736 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: 18,841 shares; 2024Q4: 41,611 shares; 2025Q1: 20,056 shares; 2025Q2: 20,522 shares; 2025Q3: 15,687 shares; 2025Q4: 16,203 shares; 2026Q1: 13,628 shares 13,628 $686K 0.01% -2,575 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,197 shares 18,197 $684K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 15,234 shares; 2025Q1: 9,944 shares; 2025Q2: 11,438 shares; 2025Q3: 9,389 shares; 2025Q4: 10,370 shares; 2026Q1: 9,669 shares 9,669 $684K 0.01% -701 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13,792 shares; 2025Q3: 15,130 shares; 2025Q4: 15,839 shares; 2026Q1: 16,649 shares 16,649 $684K 0.01% +810 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 757 shares; 2025Q1: 802 shares; 2025Q2: 1,399 shares; 2025Q3: 1,370 shares; 2025Q4: 2,162 shares; 2026Q1: 2,175 shares 2,175 $683K 0.01% +13 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,750 shares; 2025Q1: 17,492 shares; 2025Q2: 21,037 shares; 2025Q3: 21,109 shares; 2025Q4: 24,900 shares; 2026Q1: 26,883 shares 26,883 $681K 0.01% +1,983 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,740 shares; 2025Q1: 2,156 shares; 2025Q2: 3,023 shares; 2025Q3: 3,248 shares; 2025Q4: 3,121 shares; 2026Q1: 3,140 shares 3,140 $680K 0.01% +19 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: 14,118 shares; 2024Q4: 13,972 shares; 2025Q1: 9,337 shares; 2025Q2: 9,870 shares; 2025Q3: 9,875 shares; 2025Q4: 8,828 shares; 2026Q1: 9,456 shares 9,456 $675K 0.01% +628 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 29,270 shares; 2025Q1: 26,721 shares; 2025Q2: 30,559 shares; 2025Q3: 25,069 shares; 2025Q4: 26,346 shares; 2026Q1: 26,383 shares 26,383 $674K 0.01% +37 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,445 shares; 2025Q1: 1 shares; 2025Q2: 56,551 shares; 2025Q3: 65,644 shares; 2025Q4: 50,032 shares; 2026Q1: 58,544 shares 58,544 $673K 0.01% +8,512 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: 5,136 shares; 2024Q4: 9,273 shares; 2025Q1: 25,534 shares; 2025Q2: 25,665 shares; 2025Q3: 25,736 shares; 2025Q4: 25,292 shares; 2026Q1: 24,917 shares 24,917 $671K 0.01% -375 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 171 shares; 2025Q1: 827 shares; 2025Q2: 1,079 shares; 2025Q3: 1,287 shares; 2025Q4: 1,180 shares; 2026Q1: 1,226 shares 1,226 $667K 0.01% +46 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,755 shares; 2025Q1: 4,434 shares; 2025Q2: 12,192 shares; 2025Q3: 16,790 shares; 2025Q4: 14,605 shares; 2026Q1: 14,432 shares 14,432 $665K 0.01% -173 Timeline JHEM 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: 25,895 shares; 2024Q4: 25,958 shares; 2025Q1: 24,526 shares; 2025Q2: 25,355 shares; 2025Q3: 21,520 shares; 2025Q4: 20,920 shares; 2026Q1: 19,286 shares 19,286 $661K 0.01% -1,634 Timeline SPLS 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: 14,034 shares 14,034 $660K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,091 shares; 2025Q1: 3,718 shares; 2025Q2: 3,646 shares; 2025Q3: 3,618 shares; 2025Q4: 3,150 shares; 2026Q1: 3,352 shares 3,352 $660K 0.01% +202 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,481 shares; 2025Q1: 3,435 shares; 2025Q2: 871 shares; 2025Q3: 746 shares; 2025Q4: 940 shares; 2026Q1: 1,261 shares 1,261 $659K 0.01% +321 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,708 shares; 2025Q1: 7,150 shares; 2025Q2: 4,802 shares; 2025Q3: 5,617 shares; 2025Q4: 5,390 shares; 2026Q1: 5,229 shares 5,229 $656K 0.01% -161 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 2,100 shares; 2025Q3: 1,600 shares; 2025Q4: 20,207 shares; 2026Q1: 23,537 shares 23,537 $656K 0.01% +3,330 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,870 shares; 2024Q4: 4,058 shares; 2025Q1: 4,420 shares; 2025Q2: 3,546 shares; 2025Q3: 2,784 shares; 2025Q4: 2,947 shares; 2026Q1: 2,831 shares 2,831 $652K 0.01% -116 Timeline ZFEB 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: 5,742 shares; 2025Q2: 5,742 shares; 2025Q3: 5,742 shares; 2025Q4: 5,742 shares; 2026Q1: 25,604 shares 25,604 $650K 0.01% +19,862 Timeline AIRR 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: 761 shares; 2024Q4: 761 shares; 2025Q1: 1,116 shares; 2025Q2: 1,231 shares; 2025Q3: 1,750 shares; 2025Q4: 5,432 shares; 2026Q1: 5,857 shares 5,857 $649K 0.01% +425 Timeline SDVY 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: 65,420 shares; 2024Q4: 91,165 shares; 2025Q1: 29,860 shares; 2025Q2: 19,966 shares; 2025Q3: 9,266 shares; 2025Q4: 15,014 shares; 2026Q1: 16,428 shares 16,428 $648K 0.01% +1,414 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 5,352 shares; 2025Q1: 5,463 shares; 2025Q2: 5,880 shares; 2025Q3: 5,182 shares; 2025Q4: 7,494 shares; 2026Q1: 6,445 shares 6,445 $644K 0.01% -1,049 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,494 shares 15,494 $644K 0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 1,050 shares; 2025Q2: 21,105 shares; 2025Q3: 21,730 shares; 2025Q4: 21,923 shares; 2026Q1: 22,205 shares 22,205 $644K 0.01% +282 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 7,923 shares; 2025Q1: 6,657 shares; 2025Q2: 5,809 shares; 2025Q3: 4,989 shares; 2025Q4: 4,747 shares; 2026Q1: 3,721 shares 3,721 $642K 0.01% -1,026 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 7,311 shares; 2025Q1: 7,668 shares; 2025Q2: 5,310 shares; 2025Q3: 5,148 shares; 2025Q4: 11,541 shares; 2026Q1: 11,370 shares 11,370 $641K 0.01% -171 Timeline TAGG 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: 14,241 shares; 2025Q1: 14,381 shares; 2025Q2: 14,542 shares; 2025Q3: 14,712 shares; 2025Q4: 14,880 shares; 2026Q1: 15,042 shares 15,042 $641K 0.01% +162 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 9,697 shares; 2025Q3: 11,433 shares; 2025Q4: 11,452 shares; 2026Q1: 12,872 shares 12,872 $638K 0.01% +1,420 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,155 shares; 2024Q4: 19,812 shares; 2025Q1: 19,429 shares; 2025Q2: 19,379 shares; 2025Q3: 19,641 shares; 2025Q4: 18,657 shares; 2026Q1: 18,903 shares 18,903 $638K 0.01% +246 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,500 shares; 2025Q1: 480 shares; 2025Q2: 3,822 shares; 2025Q3: 3,954 shares; 2025Q4: 7,860 shares; 2026Q1: 27,540 shares 27,540 $633K 0.01% +19,680 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 17,010 shares; 2025Q1: 17,174 shares; 2025Q2: 16,600 shares; 2025Q3: 16,660 shares; 2025Q4: 17,050 shares; 2026Q1: 9,706 shares 9,706 $632K 0.01% -7,344 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,012 shares; 2024Q4: 12,164 shares; 2025Q1: 9,812 shares; 2025Q2: 13,356 shares; 2025Q3: 13,138 shares; 2025Q4: 13,481 shares; 2026Q1: 11,481 shares 11,481 $627K 0.01% -2,000 Timeline VIS 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: 593 shares; 2024Q4: 1,263 shares; 2025Q1: 1,223 shares; 2025Q2: 1,180 shares; 2025Q3: 1,555 shares; 2025Q4: 1,649 shares; 2026Q1: 2,008 shares 2,008 $627K 0.01% +359 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: 19,700 shares; 2025Q1: 19,700 shares; 2025Q2: 14,267 shares; 2025Q3: 702 shares; 2025Q4: 19,217 shares; 2026Q1: 19,022 shares 19,022 $626K 0.01% -195 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,409 shares; 2024Q4: 20,752 shares; 2025Q1: 18,113 shares; 2025Q2: 4,905 shares; 2025Q3: 2,838 shares; 2025Q4: 4,331 shares; 2026Q1: 4,998 shares 4,998 $624K 0.01% +667 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: 885 shares; 2024Q4: 952 shares; 2025Q1: 1,173 shares; 2025Q2: 1,027 shares; 2025Q3: 747 shares; 2025Q4: 738 shares; 2026Q1: 1,466 shares 1,466 $623K 0.01% +728 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: 741 shares; 2025Q3: 8,223 shares; 2025Q4: 11,163 shares; 2026Q1: 8,022 shares 8,022 $621K 0.01% -3,141 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: 26,443 shares; 2026Q1: 5,386 shares 5,386 $621K 0.01% -21,057 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,754 shares; 2025Q1: 10,172 shares; 2025Q2: 15,651 shares; 2025Q3: 16,801 shares; 2025Q4: 19,311 shares; 2026Q1: 18,271 shares 18,271 $616K 0.01% -1,040 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 41,675 shares; 2025Q1: 18,922 shares; 2025Q2: 17,013 shares; 2025Q3: 14,331 shares; 2025Q4: 17,715 shares; 2026Q1: 14,351 shares 14,351 $613K 0.01% -3,364 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 20,930 shares; 2025Q2: 29,740 shares; 2025Q3: 29,600 shares; 2025Q4: 28,940 shares; 2026Q1: 38,104 shares 38,104 $612K 0.01% +9,164 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 4,129 shares; 2025Q1: 7,087 shares; 2025Q2: 6,748 shares; 2025Q3: 5,765 shares; 2025Q4: 6,684 shares; 2026Q1: 6,484 shares 6,484 $609K 0.01% -200 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 228 shares; 2025Q3: 240 shares; 2025Q4: 223 shares; 2026Q1: 4,174 shares 4,174 $604K 0.01% +3,951 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: 10,560 shares; 2024Q4: 13,059 shares; 2025Q1: 13,529 shares; 2025Q2: 11,098 shares; 2025Q3: 11,594 shares; 2025Q4: 22,087 shares; 2026Q1: 16,378 shares 16,378 $603K 0.01% -5,709 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 5,196 shares; 2025Q1: 4,480 shares; 2025Q2: 4,283 shares; 2025Q3: 4,082 shares; 2025Q4: 3,855 shares; 2026Q1: 5,077 shares 5,077 $602K 0.01% +1,222 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 13,121 shares; 2025Q1: 24,185 shares; 2025Q2: 4,658 shares; 2025Q3: 4,167 shares; 2025Q4: 10,704 shares; 2026Q1: 4,164 shares 4,164 $602K 0.01% -6,540 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,823 shares; 2024Q4: 22,872 shares; 2025Q1: 13,342 shares; 2025Q2: 10,202 shares; 2025Q3: 23,116 shares; 2025Q4: 24,977 shares; 2026Q1: 31,622 shares 31,622 $601K 0.01% +6,645 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 894 shares; 2025Q1: 1,032 shares; 2025Q2: 1,794 shares; 2025Q3: 1,958 shares; 2025Q4: 2,452 shares; 2026Q1: 2,893 shares 2,893 $600K 0.01% +441 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,502 shares; 2024Q4: 41,542 shares; 2025Q1: 43,220 shares; 2025Q2: 44,204 shares; 2025Q3: 16,279 shares; 2025Q4: 14,585 shares; 2026Q1: 14,968 shares 14,968 $598K 0.01% +383 Timeline FTHI 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: 20,824 shares; 2024Q4: 22,279 shares; 2025Q1: 25,371 shares; 2025Q2: 24,610 shares; 2025Q3: 40,088 shares; 2025Q4: 30,784 shares; 2026Q1: 26,065 shares 26,065 $598K 0.01% -4,719 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,161 shares; 2025Q4: 4,265 shares; 2026Q1: 6,587 shares 6,587 $598K 0.01% +2,322 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 3,304 shares; 2025Q1: 7,777 shares; 2025Q2: 4,921 shares; 2025Q3: 4,938 shares; 2025Q4: 5,097 shares; 2026Q1: 4,960 shares 4,960 $598K 0.01% -137 Timeline QYLD 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: 28,123 shares; 2024Q4: 23,813 shares; 2025Q1: 23,016 shares; 2025Q2: 38,512 shares; 2025Q3: 34,913 shares; 2025Q4: 34,960 shares; 2026Q1: 34,859 shares 34,859 $598K 0.01% -101 Timeline IOO 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: 2,960 shares; 2024Q4: 2,961 shares; 2025Q1: 3,030 shares; 2025Q2: 3,065 shares; 2025Q3: 2,906 shares; 2025Q4: 3,656 shares; 2026Q1: 4,933 shares 4,933 $597K 0.01% +1,277 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,939 shares; 2025Q4: 15,609 shares; 2026Q1: 16,879 shares 16,879 $596K 0.01% +1,270 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: 321,660 shares; 2024Q4: 183,010 shares; 2025Q1: 46,144 shares; 2025Q2: 15,795 shares; 2025Q3: 18,803 shares; 2025Q4: 22,735 shares; 2026Q1: 34,770 shares 34,770 $595K 0.01% +12,035 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,615 shares; 2025Q1: 3,715 shares; 2025Q2: 3,204 shares; 2025Q3: 2,370 shares; 2025Q4: 2,078 shares; 2026Q1: 2,040 shares 2,040 $593K 0.01% -38 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,721 shares; 2025Q1: 7,576 shares; 2025Q2: 8,770 shares; 2025Q3: 8,894 shares; 2025Q4: 9,960 shares; 2026Q1: 27,920 shares 27,920 $591K 0.01% +17,960 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,551 shares; 2026Q1: 31,551 shares 31,551 $590K 0.01% 0 Timeline AOHY 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: 4,583 shares; 2025Q1: 24,669 shares; 2025Q2: 31,259 shares; 2025Q3: 40,938 shares; 2025Q4: 43,011 shares; 2026Q1: 53,862 shares 53,862 $589K 0.01% +10,851 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 10,784 shares; 2026Q1: 23,193 shares 23,193 $587K 0.01% +12,409 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,308 shares; 2025Q1: 10,339 shares; 2025Q2: 10,211 shares; 2025Q3: 11,914 shares; 2025Q4: 11,613 shares; 2026Q1: 12,480 shares 12,480 $587K 0.01% +867 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 3,708 shares; 2025Q1: 4,109 shares; 2025Q2: 4,280 shares; 2025Q3: 4,542 shares; 2025Q4: 9,606 shares; 2026Q1: 16,933 shares 16,933 $582K 0.01% +7,327 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,946 shares; 2025Q2: 8,946 shares; 2025Q3: 8,946 shares; 2025Q4: 15,345 shares; 2026Q1: 22,135 shares 22,135 $581K 0.01% +6,790 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 555 shares; 2025Q1: 632 shares; 2025Q2: 8,464 shares; 2025Q3: 16,569 shares; 2025Q4: 16,569 shares; 2026Q1: 16,569 shares 16,569 $581K 0.01% 0 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 17,147 shares; 2025Q1: 21,841 shares; 2025Q2: 22,361 shares; 2025Q3: 25,667 shares; 2025Q4: 35,042 shares; 2026Q1: 29,060 shares 29,060 $579K 0.01% -5,982 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 2,291 shares; 2025Q1: 27 shares; 2025Q2: 0 shares; 2025Q3: 210 shares; 2025Q4: 70 shares; 2026Q1: 1,689 shares 1,689 $577K 0.01% +1,619 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,483 shares; 2024Q4: 8,645 shares; 2025Q1: 8,501 shares; 2025Q2: 10,066 shares; 2025Q3: 10,026 shares; 2025Q4: 10,732 shares; 2026Q1: 8,597 shares 8,597 $572K 0.01% -2,135 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,231 shares; 2025Q1: 9,452 shares; 2025Q2: 8,606 shares; 2025Q3: 7,683 shares; 2025Q4: 7,689 shares; 2026Q1: 7,235 shares 7,235 $569K 0.01% -454 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,201 shares; 2025Q1: 1,155 shares; 2025Q2: 903 shares; 2025Q3: 1,166 shares; 2025Q4: 1,163 shares; 2026Q1: 1,157 shares 1,157 $568K 0.01% -6 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 486 shares; 2025Q1: 479 shares; 2025Q2: 431 shares; 2025Q3: 582 shares; 2025Q4: 595 shares; 2026Q1: 578 shares 578 $567K 0.01% -17 Timeline AFOS 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: 15,622 shares 15,622 $564K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,730 shares; 2025Q1: 2,137 shares; 2025Q2: 1,952 shares; 2025Q3: 2,371 shares; 2025Q4: 2,971 shares; 2026Q1: 3,679 shares 3,679 $562K 0.01% +708 Timeline FCOR 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: 14,211 shares; 2024Q4: 16,270 shares; 2025Q1: 16,272 shares; 2025Q2: 16,006 shares; 2025Q3: 11,791 shares; 2025Q4: 11,824 shares; 2026Q1: 11,913 shares 11,913 $561K 0.01% +89 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 4,633 shares; 2025Q1: 4,746 shares; 2025Q2: 5,265 shares; 2025Q3: 4,532 shares; 2025Q4: 4,403 shares; 2026Q1: 4,638 shares 4,638 $560K 0.01% +235 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 2,857 shares; 2025Q1: 6,103 shares; 2025Q2: 6,545 shares; 2025Q3: 6,701 shares; 2025Q4: 12,508 shares; 2026Q1: 6,981 shares 6,981 $559K 0.01% -5,527 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 8,792 shares; 2025Q1: 8,546 shares; 2025Q2: 6,586 shares; 2025Q3: 4,933 shares; 2025Q4: 7,542 shares; 2026Q1: 9,773 shares 9,773 $558K 0.01% +2,231 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,466 shares; 2024Q4: 25,504 shares; 2025Q1: 23,776 shares; 2025Q2: 22,162 shares; 2025Q3: 25,695 shares; 2025Q4: 26,170 shares; 2026Q1: 24,449 shares 24,449 $557K 0.01% -1,721 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 3,322 shares; 2025Q1: 4,328 shares; 2025Q2: 8,330 shares; 2025Q3: 26,804 shares; 2025Q4: 26,198 shares; 2026Q1: 24,334 shares 24,334 $553K 0.01% -1,864 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,593 shares; 2025Q1: 20,642 shares; 2025Q2: 18,217 shares; 2025Q3: 17,131 shares; 2025Q4: 16,934 shares; 2026Q1: 17,691 shares 17,691 $552K 0.01% +757 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,086 shares; 2025Q1: 6,297 shares; 2025Q2: 4,588 shares; 2025Q3: 3,725 shares; 2025Q4: 3,869 shares; 2026Q1: 4,672 shares 4,672 $549K 0.01% +803 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,436 shares; 2025Q4: 8,683 shares; 2026Q1: 10,738 shares 10,738 $546K 0.01% +2,055 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,513 shares; 2024Q4: 20,768 shares; 2025Q1: 15,813 shares; 2025Q2: 14,866 shares; 2025Q3: 15,119 shares; 2025Q4: 8,703 shares; 2026Q1: 8,704 shares 8,704 $546K 0.01% +1 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: 584 shares; 2024Q4: 575 shares; 2025Q1: 706 shares; 2025Q2: 1,144 shares; 2025Q3: 1,813 shares; 2025Q4: 2,527 shares; 2026Q1: 3,563 shares 3,563 $545K 0.01% +1,036 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: 4,094 shares; 2024Q4: 4,130 shares; 2025Q1: 5,971 shares; 2025Q2: 12,201 shares; 2025Q3: 12,247 shares; 2025Q4: 22,439 shares; 2026Q1: 21,993 shares 21,993 $545K 0.01% -446 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,020 shares; 2024Q4: 16,020 shares; 2025Q1: 16,020 shares; 2025Q2: 16,020 shares; 2025Q3: 16,020 shares; 2025Q4: 16,020 shares; 2026Q1: 16,020 shares 16,020 $543K 0.01% 0 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: 13,299 shares; 2024Q4: 13,972 shares; 2025Q1: 13,474 shares; 2025Q2: 13,680 shares; 2025Q3: 13,726 shares; 2025Q4: 13,092 shares; 2026Q1: 12,393 shares 12,393 $541K 0.01% -699 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 6,299 shares; 2025Q1: 6,121 shares; 2025Q2: 7,394 shares; 2025Q3: 6,917 shares; 2025Q4: 7,865 shares; 2026Q1: 4,978 shares 4,978 $541K 0.01% -2,887 Timeline DCOR 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: 18,178 shares; 2024Q4: 20,246 shares; 2025Q1: 21,066 shares; 2025Q2: 22,264 shares; 2025Q3: 7,637 shares; 2025Q4: 6,633 shares; 2026Q1: 7,497 shares 7,497 $540K 0.01% +864 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,576 shares; 2025Q1: 4,418 shares; 2025Q2: 0 shares; 2025Q3: 1,600 shares; 2025Q4: 3,586 shares; 2026Q1: 3,842 shares 3,842 $537K 0.01% +256 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,777 shares; 2025Q3: 3,160 shares; 2025Q4: 19,897 shares; 2026Q1: 19,876 shares 19,876 $534K 0.01% -21 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,353 shares; 2025Q1: 4,295 shares; 2025Q2: 4,300 shares; 2025Q3: 4,054 shares; 2025Q4: 4,026 shares; 2026Q1: 4,072 shares 4,072 $533K 0.01% +46 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: 3,512 shares; 2024Q4: 3,319 shares; 2025Q1: 3,275 shares; 2025Q2: 2,891 shares; 2025Q3: 3,178 shares; 2025Q4: 3,113 shares; 2026Q1: 3,202 shares 3,202 $532K 0.01% +89 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: 5,765 shares; 2024Q4: 7,975 shares; 2025Q1: 8,471 shares; 2025Q2: 7,432 shares; 2025Q3: 7,168 shares; 2025Q4: 10,039 shares; 2026Q1: 8,814 shares 8,814 $529K 0.01% -1,225 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,103 shares; 2025Q1: 3,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,028 shares; 2025Q4: 2,985 shares; 2026Q1: 3,357 shares 3,357 $528K 0.01% +372 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,735 shares; 2025Q1: 4,094 shares; 2025Q2: 4,281 shares; 2025Q3: 3,205 shares; 2025Q4: 2,795 shares; 2026Q1: 2,831 shares 2,831 $528K 0.01% +36 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 677 shares; 2025Q1: 7,110 shares; 2025Q2: 7,806 shares; 2025Q3: 8,221 shares; 2025Q4: 9,453 shares; 2026Q1: 8,931 shares 8,931 $527K 0.01% -522 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 5,341 shares; 2025Q1: 4,696 shares; 2025Q2: 9,058 shares; 2025Q3: 12,462 shares; 2025Q4: 10,518 shares; 2026Q1: 9,872 shares 9,872 $527K 0.01% -646 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares; 2026Q1: 5,904 shares 5,904 $525K 0.01% +3,286 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 749 shares; 2025Q1: 879 shares; 2025Q2: 660 shares; 2025Q3: 682 shares; 2025Q4: 698 shares; 2026Q1: 770 shares 770 $524K 0.01% +72 Timeline EJUL 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: 25,606 shares; 2024Q4: 25,606 shares; 2025Q1: 20,194 shares; 2025Q2: 18,769 shares; 2025Q3: 18,583 shares; 2025Q4: 18,118 shares; 2026Q1: 17,548 shares 17,548 $524K 0.01% -570 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,206 shares; 2025Q1: 2,191 shares; 2025Q2: 2,177 shares; 2025Q3: 2,196 shares; 2025Q4: 2,134 shares; 2026Q1: 2,096 shares 2,096 $523K 0.01% -38 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: 2,240 shares; 2024Q4: 2,373 shares; 2025Q1: 2,463 shares; 2025Q2: 1,412 shares; 2025Q3: 1,634 shares; 2025Q4: 9,959 shares; 2026Q1: 6,392 shares 6,392 $520K 0.01% -3,567 Timeline KBWD 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: 8,702 shares; 2024Q4: 10,750 shares; 2025Q1: 17,995 shares; 2025Q2: 19,628 shares; 2025Q3: 24,448 shares; 2025Q4: 41,326 shares; 2026Q1: 41,151 shares 41,151 $516K 0.01% -175 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 95 shares; 2025Q1: 114 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 615 shares; 2026Q1: 1,864 shares 1,864 $516K 0.01% +1,249 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 7,661 shares; 2025Q1: 14,216 shares; 2025Q2: 16,746 shares; 2025Q3: 15,950 shares; 2025Q4: 15,345 shares; 2026Q1: 19,136 shares 19,136 $515K 0.01% +3,791 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: 4 shares; 2025Q1: 3,894 shares; 2025Q2: 5,966 shares; 2025Q3: 5,987 shares; 2025Q4: 5,989 shares; 2026Q1: 5,929 shares 5,929 $515K 0.01% -60 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 487 shares; 2025Q1: 538 shares; 2025Q2: 1,131 shares; 2025Q3: 1,449 shares; 2025Q4: 1,417 shares; 2026Q1: 1,257 shares 1,257 $514K 0.01% -160 OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 2,996 shares; 2025Q1: 3,024 shares; 2025Q2: 3,285 shares; 2025Q3: 3,303 shares; 2025Q4: 6,215 shares; 2026Q1: 6,823 shares 6,823 $514K 0.01% +608 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,484 shares; 2025Q1: 5,827 shares; 2025Q2: 11,237 shares; 2025Q3: 10,794 shares; 2025Q4: 13,129 shares; 2026Q1: 14,304 shares 14,304 $514K 0.01% +1,175 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 571 shares; 2025Q1: 559 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 1,085 shares; 2026Q1: 3,375 shares 3,375 $511K 0.01% +2,290 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 9,493 shares; 2025Q1: 9,146 shares; 2025Q2: 20,157 shares; 2025Q3: 19,209 shares; 2025Q4: 6,906 shares; 2026Q1: 6,967 shares 6,967 $510K 0.01% +61 Timeline DUHP 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: 467 shares; 2025Q1: 547 shares; 2025Q2: 6,107 shares; 2025Q3: 13,826 shares; 2025Q4: 13,826 shares; 2026Q1: 13,826 shares 13,826 $508K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,269 shares; 2025Q1: 3,135 shares; 2025Q2: 3,762 shares; 2025Q3: 3,552 shares; 2025Q4: 3,471 shares; 2026Q1: 4,786 shares 4,786 $506K 0.01% +1,315 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: 79,840 shares; 2024Q4: 71,997 shares; 2025Q1: 84,235 shares; 2025Q2: 171,636 shares; 2025Q3: 33,034 shares; 2025Q4: 30,972 shares; 2026Q1: 23,423 shares 23,423 $505K 0.01% -7,549 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 10,332 shares; 2025Q1: 10,332 shares; 2025Q2: 10,332 shares; 2025Q3: 10,332 shares; 2025Q4: 13,796 shares; 2026Q1: 10,596 shares 10,596 $505K 0.01% -3,200 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 236 shares; 2025Q1: 232 shares; 2025Q2: 0 shares; 2025Q3: 222 shares; 2025Q4: 2,623 shares; 2026Q1: 8,329 shares 8,329 $505K 0.01% +5,706 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,305 shares; 2024Q4: 27,739 shares; 2025Q1: 29,114 shares; 2025Q2: 34,088 shares; 2025Q3: 40,702 shares; 2025Q4: 31,220 shares; 2026Q1: 28,887 shares 28,887 $504K 0.01% -2,333 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 7,742 shares; 2025Q1: 6,948 shares; 2025Q2: 7,555 shares; 2025Q3: 8,307 shares; 2025Q4: 10,626 shares; 2026Q1: 10,118 shares 10,118 $503K 0.01% -508 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 19,018 shares; 2025Q1: 16,690 shares; 2025Q2: 6,410 shares; 2025Q3: 6,643 shares; 2025Q4: 6,244 shares; 2026Q1: 6,373 shares 6,373 $502K 0.01% +129 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,532 shares; 2025Q1: 2,374 shares; 2025Q2: 4,000 shares; 2025Q3: 3,816 shares; 2025Q4: 3,897 shares; 2026Q1: 5,333 shares 5,333 $502K 0.01% +1,436 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,630 shares; 2024Q4: 20,134 shares; 2025Q1: 20,269 shares; 2025Q2: 21,282 shares; 2025Q3: 22,864 shares; 2025Q4: 26,131 shares; 2026Q1: 35,572 shares 35,572 $497K 0.01% +9,441 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: 2,825 shares; 2024Q4: 557 shares; 2025Q1: 4,287 shares; 2025Q2: 3,381 shares; 2025Q3: 4,038 shares; 2025Q4: 3,815 shares; 2026Q1: 4,183 shares 4,183 $495K 0.01% +368 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 9,341 shares; 2025Q1: 9,038 shares; 2025Q2: 6,725 shares; 2025Q3: 10,038 shares; 2025Q4: 11,731 shares; 2026Q1: 13,263 shares 13,263 $494K 0.01% +1,532 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 2,873 shares; 2025Q1: 2,371 shares; 2025Q2: 1,190 shares; 2025Q3: 2,077 shares; 2025Q4: 2,392 shares; 2026Q1: 8,966 shares 8,966 $491K 0.01% +6,574 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 2,826 shares; 2025Q1: 2,299 shares; 2025Q2: 2,398 shares; 2025Q3: 2,914 shares; 2025Q4: 3,452 shares; 2026Q1: 3,886 shares 3,886 $491K 0.01% +434 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,516 shares; 2025Q1: 4,549 shares; 2025Q2: 5,818 shares; 2025Q3: 6,134 shares; 2025Q4: 6,791 shares; 2026Q1: 6,723 shares 6,723 $491K 0.01% -68 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 3,323 shares; 2025Q1: 7,127 shares; 2025Q2: 10,911 shares; 2025Q3: 15,077 shares; 2025Q4: 30,079 shares; 2026Q1: 21,475 shares 21,475 $487K 0.01% -8,604 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,580 shares; 2025Q1: 2,750 shares; 2025Q2: 8,213 shares; 2025Q3: 11,495 shares; 2025Q4: 24,243 shares; 2026Q1: 27,702 shares 27,702 $487K 0.01% +3,459 Timeline MGOV 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: 24,877 shares; 2024Q4: 26,818 shares; 2025Q1: 38,717 shares; 2025Q2: 37,442 shares; 2025Q3: 33,002 shares; 2025Q4: 31,658 shares; 2026Q1: 23,977 shares 23,977 $486K 0.01% -7,681 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: 3,916 shares; 2024Q4: 5,638 shares; 2025Q1: 5,685 shares; 2025Q2: 3,908 shares; 2025Q3: 4,016 shares; 2025Q4: 4,856 shares; 2026Q1: 4,972 shares 4,972 $486K 0.01% +116 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,237 shares 17,237 $486K 0.01% new 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: 3,256 shares; 2024Q4: 3,339 shares; 2025Q1: 3,292 shares; 2025Q2: 2,149 shares; 2025Q3: 2,547 shares; 2025Q4: 2,465 shares; 2026Q1: 2,363 shares 2,363 $483K 0.01% -102 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 3,849 shares; 2025Q1: 3,490 shares; 2025Q2: 3,437 shares; 2025Q3: 8,846 shares; 2025Q4: 9,561 shares; 2026Q1: 10,286 shares 10,286 $483K 0.01% +725 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,186 shares; 2024Q4: 63,593 shares; 2025Q1: 60,264 shares; 2025Q2: 45,674 shares; 2025Q3: 43,660 shares; 2025Q4: 16,734 shares; 2026Q1: 20,561 shares 20,561 $483K 0.01% +3,827 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,593 shares; 2024Q4: 9,328 shares; 2025Q1: 6,044 shares; 2025Q2: 9,722 shares; 2025Q3: 12,506 shares; 2025Q4: 11,770 shares; 2026Q1: 13,324 shares 13,324 $482K 0.01% +1,554 Timeline JTEK 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: 3,425 shares; 2025Q3: 5,197 shares; 2025Q4: 5,307 shares; 2026Q1: 6,053 shares 6,053 $481K 0.01% +746 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: 1,288 shares; 2024Q4: 1,316 shares; 2025Q1: 2,729 shares; 2025Q2: 2,124 shares; 2025Q3: 3,126 shares; 2025Q4: 3,200 shares; 2026Q1: 3,526 shares 3,526 $481K 0.01% +326 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 4,817 shares; 2025Q1: 39,280 shares; 2025Q2: 41,705 shares; 2025Q3: 8,726 shares; 2025Q4: 30,227 shares; 2026Q1: 26,185 shares 26,185 $480K 0.01% -4,042 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 3,755 shares; 2025Q2: 4,613 shares; 2025Q3: 20,430 shares; 2025Q4: 21,097 shares; 2026Q1: 19,969 shares 19,969 $478K 0.01% -1,128 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,462 shares 23,462 $478K 0.01% new 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: 4,582 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 7,566 shares; 2025Q3: 8,336 shares; 2025Q4: 13,191 shares; 2026Q1: 14,955 shares 14,955 $478K 0.01% +1,764 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 5,775 shares; 2025Q1: 5,833 shares; 2025Q2: 6,951 shares; 2025Q3: 6,735 shares; 2025Q4: 6,918 shares; 2026Q1: 6,876 shares 6,876 $477K 0.01% -42 Timeline QSPT 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: 13,210 shares; 2024Q4: 13,305 shares; 2025Q1: 12,955 shares; 2025Q2: 19,923 shares; 2025Q3: 13,499 shares; 2025Q4: 14,459 shares; 2026Q1: 15,568 shares 15,568 $477K 0.01% +1,109 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 7,465 shares; 2025Q2: 10,402 shares; 2025Q3: 10,252 shares; 2025Q4: 18,014 shares; 2026Q1: 18,197 shares 18,197 $474K 0.01% +183 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 10,816 shares; 2025Q1: 10,816 shares; 2025Q2: 9,883 shares; 2025Q3: 11,307 shares; 2025Q4: 10,882 shares; 2026Q1: 10,882 shares 10,882 $474K 0.01% 0 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,636 shares; 2025Q2: 16,512 shares; 2025Q3: 16,510 shares; 2025Q4: 16,310 shares; 2026Q1: 16,310 shares 16,310 $473K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,406 shares; 2026Q1: 1,318 shares 1,318 $473K 0.01% -88 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,028 shares; 2025Q1: 1,057 shares; 2025Q2: 1,069 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,276 shares 1,276 $473K 0.01% +220 Timeline DDWM 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: 18,646 shares; 2024Q4: 23,366 shares; 2025Q1: 16,505 shares; 2025Q2: 13,309 shares; 2025Q3: 13,328 shares; 2025Q4: 13,222 shares; 2026Q1: 10,711 shares 10,711 $472K 0.01% -2,511 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,661 shares; 2025Q2: 2,671 shares; 2025Q3: 6,877 shares; 2025Q4: 8,836 shares; 2026Q1: 9,641 shares 9,641 $472K 0.01% +805 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 14,886 shares; 2025Q1: 17,479 shares; 2025Q2: 26,816 shares; 2025Q3: 25,437 shares; 2025Q4: 24,149 shares; 2026Q1: 24,484 shares 24,484 $470K 0.01% +335 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 12,138 shares; 2026Q1: 13,554 shares 13,554 $470K 0.01% +1,416 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,597 shares; 2025Q1: 9,787 shares; 2025Q2: 9,874 shares; 2025Q3: 9,862 shares; 2025Q4: 10,897 shares; 2026Q1: 11,335 shares 11,335 $469K 0.01% +438 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 658 shares; 2025Q1: 9,872 shares; 2025Q2: 7,317 shares; 2025Q3: 4,392 shares; 2025Q4: 4,316 shares; 2026Q1: 24,922 shares 24,922 $469K 0.01% +20,606 Timeline EMXC 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: 22,345 shares; 2024Q4: 42,162 shares; 2025Q1: 30,853 shares; 2025Q2: 20,306 shares; 2025Q3: 6,895 shares; 2025Q4: 6,234 shares; 2026Q1: 5,957 shares 5,957 $469K 0.01% -277 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 3,906 shares; 2025Q1: 4,062 shares; 2025Q2: 3,729 shares; 2025Q3: 4,035 shares; 2025Q4: 4,767 shares; 2026Q1: 4,634 shares 4,634 $467K 0.01% -133 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,624 shares; 2025Q1: 1,783 shares; 2025Q2: 1,490 shares; 2025Q3: 1,253 shares; 2025Q4: 1,404 shares; 2026Q1: 1,530 shares 1,530 $465K 0.01% +126 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,684 shares; 2025Q1: 3,095 shares; 2025Q2: 3,103 shares; 2025Q3: 3,207 shares; 2025Q4: 3,409 shares; 2026Q1: 1,710 shares 1,710 $463K 0.01% -1,699 Timeline