DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 4,654 shares; 2025Q1: 7,521 shares; 2025Q2: 13,266 shares; 2025Q3: 2,650 shares; 2025Q4: 2,760 shares; 2026Q1: 2,815 shares 2,815 $462K 0.01% +55 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 1,925 shares; 2025Q2: 1,481 shares; 2025Q3: 1,288 shares; 2025Q4: 1,411 shares; 2026Q1: 1,039 shares 1,039 $462K 0.01% -372 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,721 shares; 2025Q1: 4,921 shares; 2025Q2: 6,423 shares; 2025Q3: 6,287 shares; 2025Q4: 9,639 shares; 2026Q1: 9,619 shares 9,619 $462K 0.01% -20 Timeline OALC 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: 1,145 shares; 2024Q4: 3,071 shares; 2025Q1: 4,045 shares; 2025Q2: 14,086 shares; 2025Q3: 13,592 shares; 2025Q4: 13,259 shares; 2026Q1: 13,419 shares 13,419 $460K 0.01% +160 Timeline EPP 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: 1,298 shares; 2024Q4: 1,843 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 1,335 shares; 2025Q4: 3,342 shares; 2026Q1: 8,651 shares 8,651 $460K 0.01% +5,309 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552 shares; 2025Q1: 3,118 shares; 2025Q2: 3,149 shares; 2025Q3: 4,130 shares; 2025Q4: 14,581 shares; 2026Q1: 15,325 shares 15,325 $460K 0.01% +744 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 641 shares; 2025Q1: 639 shares; 2025Q2: 666 shares; 2025Q3: 628 shares; 2025Q4: 631 shares; 2026Q1: 629 shares 629 $459K 0.01% -2 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,106 shares; 2025Q1: 2,062 shares; 2025Q2: 2,122 shares; 2025Q3: 1,591 shares; 2025Q4: 1,729 shares; 2026Q1: 1,907 shares 1,907 $457K 0.01% +178 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,874 shares; 2025Q1: 4,074 shares; 2025Q2: 4,239 shares; 2025Q3: 2,989 shares; 2025Q4: 3,720 shares; 2026Q1: 3,297 shares 3,297 $456K 0.01% -423 Timeline OAEM 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: 15,753 shares; 2024Q4: 23,559 shares; 2025Q1: 25,978 shares; 2025Q2: 15,082 shares; 2025Q3: 11,477 shares; 2025Q4: 11,355 shares; 2026Q1: 11,252 shares 11,252 $454K 0.01% -103 Timeline FLTB 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: 7,649 shares; 2024Q4: 12,242 shares; 2025Q1: 10,347 shares; 2025Q2: 8,782 shares; 2025Q3: 8,861 shares; 2025Q4: 9,937 shares; 2026Q1: 9,022 shares 9,022 $454K 0.01% -915 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares; 2025Q4: 13,640 shares; 2026Q1: 14,200 shares 14,200 $453K 0.01% +560 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 6,509 shares; 2026Q1: 7,168 shares 7,168 $453K 0.01% +659 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 5,013 shares; 2025Q1: 8,319 shares; 2025Q2: 9,733 shares; 2025Q3: 18,347 shares; 2025Q4: 18,351 shares; 2026Q1: 18,190 shares 18,190 $453K 0.01% -161 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $452K 0.01% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,051 shares; 2024Q4: 5,572 shares; 2025Q1: 5,525 shares; 2025Q2: 5,418 shares; 2025Q3: 5,106 shares; 2025Q4: 6,785 shares; 2026Q1: 5,289 shares 5,289 $450K 0.01% -1,496 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 85,287 shares; 2025Q1: 94,351 shares; 2025Q2: 90,483 shares; 2025Q3: 25,088 shares; 2025Q4: 21,112 shares; 2026Q1: 21,858 shares 21,858 $446K 0.01% +746 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,431 shares; 2025Q1: 2,837 shares; 2025Q2: 3,318 shares; 2025Q3: 3,728 shares; 2025Q4: 3,652 shares; 2026Q1: 3,136 shares 3,136 $443K 0.01% -516 Timeline FLIN 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: 8,102 shares; 2024Q4: 19,811 shares; 2025Q1: 21,769 shares; 2025Q2: 23,282 shares; 2025Q3: 21,895 shares; 2025Q4: 20,418 shares; 2026Q1: 13,318 shares 13,318 $442K 0.01% -7,100 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 6,783 shares; 2025Q1: 5,836 shares; 2025Q2: 4,613 shares; 2025Q3: 4,721 shares; 2025Q4: 4,270 shares; 2026Q1: 4,439 shares 4,439 $441K 0.01% +169 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 6,846 shares; 2025Q2: 9,018 shares; 2025Q3: 7,274 shares; 2025Q4: 6,185 shares; 2026Q1: 8,856 shares 8,856 $440K 0.01% +2,671 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,538 shares; 2025Q1: 6,937 shares; 2025Q2: 10,139 shares; 2025Q3: 10,419 shares; 2025Q4: 10,818 shares; 2026Q1: 10,778 shares 10,778 $440K 0.01% -40 Timeline RZV 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: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares 3,523 $438K 0.01% 0 Timeline CGSM 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: 167 shares; 2025Q3: 4,230 shares; 2025Q4: 11,616 shares; 2026Q1: 16,657 shares 16,657 $438K 0.01% +5,041 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,636 shares; 2024Q4: 30,605 shares; 2025Q1: 18,209 shares; 2025Q2: 16,747 shares; 2025Q3: 19,242 shares; 2025Q4: 5,286 shares; 2026Q1: 4,393 shares 4,393 $437K 0.01% -893 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 401 shares; 2025Q1: 1,728 shares; 2025Q2: 1,776 shares; 2025Q3: 1,991 shares; 2025Q4: 2,121 shares; 2026Q1: 2,288 shares 2,288 $436K 0.01% +167 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,069 shares; 2025Q1: 1,023 shares; 2025Q2: 611 shares; 2025Q3: 833 shares; 2025Q4: 964 shares; 2026Q1: 1,099 shares 1,099 $436K 0.01% +135 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 23,662 shares; 2025Q1: 20,317 shares; 2025Q2: 21,659 shares; 2025Q3: 13,344 shares; 2025Q4: 13,456 shares; 2026Q1: 12,774 shares 12,774 $435K 0.01% -682 Timeline SIXO 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: 13,779 shares; 2024Q4: 14,745 shares; 2025Q1: 14,159 shares; 2025Q2: 13,699 shares; 2025Q3: 12,673 shares; 2025Q4: 12,714 shares; 2026Q1: 12,839 shares 12,839 $434K 0.01% +125 Timeline EMLC 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: 818 shares; 2024Q4: 812 shares; 2025Q1: 848 shares; 2025Q2: 2,091 shares; 2025Q3: 3,290 shares; 2025Q4: 4,625 shares; 2026Q1: 17,235 shares 17,235 $433K 0.01% +12,610 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 13,858 shares; 2025Q1: 14,192 shares; 2025Q2: 7,470 shares; 2025Q3: 8,687 shares; 2025Q4: 7,144 shares; 2026Q1: 6,401 shares 6,401 $433K 0.01% -743 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 18,618 shares; 2025Q1: 21,565 shares; 2025Q2: 15,666 shares; 2025Q3: 8,221 shares; 2025Q4: 10,416 shares; 2026Q1: 11,064 shares 11,064 $431K 0.01% +648 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,203 shares; 2025Q1: 1,196 shares; 2025Q2: 1,073 shares; 2025Q3: 2,086 shares; 2025Q4: 2,178 shares; 2026Q1: 3,168 shares 3,168 $429K 0.01% +990 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 2,560 shares; 2025Q2: 4,135 shares; 2025Q3: 4,599 shares; 2025Q4: 5,499 shares; 2026Q1: 3,885 shares 3,885 $426K 0.01% -1,614 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,376 shares; 2025Q1: 1,155 shares; 2025Q2: 32 shares; 2025Q3: 1,323 shares; 2025Q4: 2,310 shares; 2026Q1: 2,156 shares 2,156 $425K 0.01% -154 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 5,339 shares; 2025Q4: 17,587 shares; 2026Q1: 22,424 shares 22,424 $425K 0.01% +4,837 Timeline IMCB 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: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 4,630 shares; 2026Q1: 5,089 shares 5,089 $425K 0.01% +459 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 5,997 shares; 2025Q1: 5,479 shares; 2025Q2: 6,498 shares; 2025Q3: 7,951 shares; 2025Q4: 7,931 shares; 2026Q1: 7,852 shares 7,852 $423K 0.01% -79 Timeline HCMT 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: 9,271 shares; 2024Q4: 10,135 shares; 2025Q1: 10,701 shares; 2025Q2: 11,669 shares; 2025Q3: 11,964 shares; 2025Q4: 11,964 shares; 2026Q1: 12,002 shares 12,002 $422K 0.01% +38 Timeline SCYB 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: 1,951 shares; 2024Q4: 5,484 shares; 2025Q1: 4,972 shares; 2025Q2: 3,088 shares; 2025Q3: 5,175 shares; 2025Q4: 11,048 shares; 2026Q1: 16,179 shares 16,179 $421K 0.01% +5,131 Timeline OBIO ORCHESTRA BIOMED HLDGS INC More: the full row for ORCHESTRA BIOMED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,189 shares; 2024Q4: 78,440 shares; 2025Q1: 161,921 shares; 2025Q2: 85,358 shares; 2025Q3: 86,698 shares; 2025Q4: 86,698 shares; 2026Q1: 98,887 shares 98,887 $420K 0.01% +12,189 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,521 shares; 2025Q1: 12,771 shares; 2025Q2: 12,863 shares; 2025Q3: 7,726 shares; 2025Q4: 7,608 shares; 2026Q1: 7,917 shares 7,917 $415K 0.01% +309 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 560 shares; 2025Q1: 437 shares; 2025Q2: 461 shares; 2025Q3: 6,437 shares; 2025Q4: 6,785 shares; 2026Q1: 8,149 shares 8,149 $414K 0.01% +1,364 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,034 shares; 2025Q1: 12,441 shares; 2025Q2: 14,876 shares; 2025Q3: 16,281 shares; 2025Q4: 16,348 shares; 2026Q1: 15,913 shares 15,913 $412K 0.01% -435 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,734 shares; 2025Q1: 12,914 shares; 2025Q2: 12,952 shares; 2025Q3: 11,859 shares; 2025Q4: 7,708 shares; 2026Q1: 21,827 shares 21,827 $412K 0.01% +14,119 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,948 shares; 2025Q4: 36,007 shares; 2026Q1: 45,640 shares 45,640 $412K 0.01% +9,633 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 2,661 shares; 2025Q1: 2,316 shares; 2025Q2: 2,258 shares; 2025Q3: 1,538 shares; 2025Q4: 1,440 shares; 2026Q1: 2,842 shares 2,842 $411K 0.01% +1,402 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 466 shares; 2025Q1: 6,625 shares; 2025Q2: 6,142 shares; 2025Q3: 8,420 shares; 2025Q4: 7,406 shares; 2026Q1: 7,033 shares 7,033 $411K 0.01% -373 Timeline NVBW 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: 15,583 shares; 2024Q4: 12,219 shares; 2025Q1: 12,219 shares; 2025Q2: 12,114 shares; 2025Q3: 12,303 shares; 2025Q4: 13,138 shares; 2026Q1: 12,266 shares 12,266 $408K 0.01% -872 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 16,260 shares; 2025Q1: 20,108 shares; 2025Q2: 14,153 shares; 2025Q3: 17,271 shares; 2025Q4: 20,346 shares; 2026Q1: 20,295 shares 20,295 $407K 0.01% -51 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,829 shares; 2025Q1: 3,674 shares; 2025Q2: 3,650 shares; 2025Q3: 3,649 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares 3,425 $406K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 452 shares; 2025Q1: 586 shares; 2025Q2: 890 shares; 2025Q3: 1,671 shares; 2025Q4: 1,675 shares; 2026Q1: 2,782 shares 2,782 $404K 0.01% +1,107 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 6,840 shares; 2025Q1: 7,403 shares; 2025Q2: 4,578 shares; 2025Q3: 7,168 shares; 2025Q4: 7,638 shares; 2026Q1: 6,173 shares 6,173 $404K 0.01% -1,465 Timeline TMFC 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 1,176 shares; 2025Q2: 4,254 shares; 2025Q3: 5,225 shares; 2025Q4: 5,932 shares; 2026Q1: 6,113 shares 6,113 $403K 0.01% +181 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 1,715 shares; 2025Q1: 778 shares; 2025Q2: 1,305 shares; 2025Q3: 839 shares; 2025Q4: 849 shares; 2026Q1: 3,165 shares 3,165 $403K 0.01% +2,316 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,792 shares; 2025Q1: 3,729 shares; 2025Q2: 3,749 shares; 2025Q3: 3,848 shares; 2025Q4: 3,921 shares; 2026Q1: 4,462 shares 4,462 $402K 0.01% +541 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,977 shares; 2025Q4: 11,917 shares; 2026Q1: 16,586 shares 16,586 $402K 0.01% +4,669 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,311 shares; 2025Q1: 2,259 shares; 2025Q2: 2,741 shares; 2025Q3: 3,302 shares; 2025Q4: 4,330 shares; 2026Q1: 4,399 shares 4,399 $402K 0.01% +69 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 620 shares; 2025Q1: 645 shares; 2025Q2: 506 shares; 2025Q3: 987 shares; 2025Q4: 1,055 shares; 2026Q1: 1,035 shares 1,035 $402K 0.01% -20 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,503 shares; 2025Q1: 4,966 shares; 2025Q2: 4,781 shares; 2025Q3: 4,562 shares; 2025Q4: 2,575 shares; 2026Q1: 2,128 shares 2,128 $402K 0.01% -447 Timeline PFXF 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: 7,592 shares; 2024Q4: 9,802 shares; 2025Q1: 12,214 shares; 2025Q2: 15,291 shares; 2025Q3: 20,123 shares; 2025Q4: 24,263 shares; 2026Q1: 22,645 shares 22,645 $397K 0.01% -1,618 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 8,220 shares; 2025Q1: 8,406 shares; 2025Q2: 7,662 shares; 2025Q3: 8,011 shares; 2025Q4: 8,205 shares; 2026Q1: 8,639 shares 8,639 $397K 0.01% +434 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 3,067 shares; 2026Q1: 8,688 shares 8,688 $396K 0.01% +5,621 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 826 shares; 2025Q1: 1,009 shares; 2025Q2: 1,011 shares; 2025Q3: 1,185 shares; 2025Q4: 983 shares; 2026Q1: 1,089 shares 1,089 $396K 0.01% +106 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 62 shares; 2025Q1: 707 shares; 2025Q2: 994 shares; 2025Q3: 1,046 shares; 2025Q4: 1,130 shares; 2026Q1: 1,100 shares 1,100 $394K 0.01% -30 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 382 shares; 2025Q1: 335 shares; 2025Q2: 681 shares; 2025Q3: 964 shares; 2025Q4: 1,402 shares; 2026Q1: 2,474 shares 2,474 $392K 0.01% +1,072 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 6,665 shares; 2025Q3: 7,010 shares; 2025Q4: 7,011 shares; 2026Q1: 7,013 shares 7,013 $390K 0.01% +2 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 1,963 shares; 2025Q1: 372 shares; 2025Q2: 5,106 shares; 2025Q3: 12,133 shares; 2025Q4: 12,513 shares; 2026Q1: 10,670 shares 10,670 $389K 0.01% -1,843 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 1,205 shares; 2025Q1: 1,207 shares; 2025Q2: 1,308 shares; 2025Q3: 3,469 shares; 2025Q4: 11,611 shares; 2026Q1: 14,424 shares 14,424 $388K 0.01% +2,813 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,693 shares; 2026Q1: 30,941 shares 30,941 $387K 0.01% -13,752 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 628 shares; 2025Q1: 587 shares; 2025Q2: 2,444 shares; 2025Q3: 3,215 shares; 2025Q4: 3,302 shares; 2026Q1: 3,620 shares 3,620 $387K 0.01% +318 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 781 shares; 2025Q1: 746 shares; 2025Q2: 1,558 shares; 2025Q3: 1,482 shares; 2025Q4: 1,474 shares; 2026Q1: 1,412 shares 1,412 $386K 0.01% -62 Timeline DDEC 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: 31,311 shares; 2024Q4: 30,680 shares; 2025Q1: 14,168 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,947 shares; 2026Q1: 8,701 shares 8,701 $385K 0.01% -246 Timeline OCTW 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: 4,941 shares; 2024Q4: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 6,744 shares; 2025Q3: 9,430 shares; 2025Q4: 9,773 shares; 2026Q1: 9,998 shares 9,998 $385K 0.01% +225 Timeline BALT 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: 3,247 shares; 2025Q2: 7,710 shares; 2025Q3: 9,561 shares; 2025Q4: 10,628 shares; 2026Q1: 11,491 shares 11,491 $385K 0.01% +863 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 123 shares; 2026Q1: 11,322 shares 11,322 $384K 0.01% +11,199 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,606 shares; 2025Q1: 2,571 shares; 2025Q2: 4,721 shares; 2025Q3: 3,891 shares; 2025Q4: 3,848 shares; 2026Q1: 4,617 shares 4,617 $382K 0.01% +769 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,925 shares; 2025Q4: 11,678 shares; 2026Q1: 14,888 shares 14,888 $382K 0.01% +3,210 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,550 shares; 2025Q1: 1,599 shares; 2025Q2: 1,493 shares; 2025Q3: 1,827 shares; 2025Q4: 1,665 shares; 2026Q1: 1,701 shares 1,701 $382K 0.01% +36 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,255 shares; 2025Q1: 10,323 shares; 2025Q2: 1,510 shares; 2025Q3: 12,345 shares; 2025Q4: 2,147 shares; 2026Q1: 2,779 shares 2,779 $381K 0.01% +632 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 167 shares; 2025Q3: 156 shares; 2025Q4: 173 shares; 2026Q1: 18,098 shares 18,098 $381K 0.01% +17,925 Timeline SPMB 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: 1,450 shares; 2024Q4: 30,438 shares; 2025Q1: 32,788 shares; 2025Q2: 33,663 shares; 2025Q3: 29,100 shares; 2025Q4: 23,375 shares; 2026Q1: 16,850 shares 16,850 $377K 0.01% -6,525 Timeline CANQ 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: 2,012 shares; 2025Q1: 3,029 shares; 2025Q2: 19,308 shares; 2025Q3: 22,603 shares; 2025Q4: 23,973 shares; 2026Q1: 13,529 shares 13,529 $377K 0.01% -10,444 Timeline CBXJ 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: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 21,330 shares; 2026Q1: 18,150 shares 18,150 $377K 0.01% -3,180 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 8 shares; 2025Q2: 42 shares; 2025Q3: 300 shares; 2025Q4: 50 shares; 2026Q1: 1,246 shares 1,246 $376K 0.01% +1,196 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,989 shares; 2025Q1: 9,559 shares; 2025Q2: 10,487 shares; 2025Q3: 3,914 shares; 2025Q4: 5,662 shares; 2026Q1: 7,140 shares 7,140 $376K 0.01% +1,478 Timeline MARM 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: 49,471 shares; 2024Q4: 49,471 shares; 2025Q1: 41,819 shares; 2025Q2: 37,101 shares; 2025Q3: 8,365 shares; 2025Q4: 11,215 shares; 2026Q1: 11,215 shares 11,215 $375K 0.01% 0 Timeline FLJH 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: 8,756 shares; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 9,164 shares; 2025Q3: 9,142 shares; 2025Q4: 9,368 shares; 2026Q1: 9,368 shares 9,368 $375K 0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,894 shares; 2025Q1: 1,871 shares; 2025Q2: 2,423 shares; 2025Q3: 2,404 shares; 2025Q4: 2,322 shares; 2026Q1: 2,291 shares 2,291 $375K 0.01% -31 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,646 shares; 2025Q1: 6,195 shares; 2025Q2: 5,310 shares; 2025Q3: 6,493 shares; 2025Q4: 7,115 shares; 2026Q1: 4,713 shares 4,713 $374K 0.01% -2,402 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,389 shares; 2025Q3: 5,398 shares; 2025Q4: 5,263 shares; 2026Q1: 5,463 shares 5,463 $374K 0.01% +200 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 97 shares; 2025Q3: 248 shares; 2025Q4: 300 shares; 2026Q1: 3,537 shares 3,537 $372K 0.01% +3,237 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,581 shares; 2026Q1: 7,597 shares 7,597 $371K 0.01% +3,016 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,639 shares; 2025Q1: 3,388 shares; 2025Q2: 3,231 shares; 2025Q3: 2,882 shares; 2025Q4: 2,077 shares; 2026Q1: 2,062 shares 2,062 $371K 0.01% -15 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 668 shares; 2025Q1: 292 shares; 2025Q2: 685 shares; 2025Q3: 614 shares; 2025Q4: 443 shares; 2026Q1: 1,315 shares 1,315 $370K 0.01% +872 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,087 shares; 2025Q1: 4,087 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 4,436 shares; 2026Q1: 14,066 shares 14,066 $369K 0.01% +9,630 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 115 shares; 2025Q1: 1,698 shares; 2025Q2: 3,319 shares; 2025Q3: 2,651 shares; 2025Q4: 2,893 shares; 2026Q1: 2,815 shares 2,815 $369K 0.01% -78 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 64,209 shares; 2025Q1: 74,943 shares; 2025Q2: 67,463 shares; 2025Q3: 69,829 shares; 2025Q4: 9,517 shares; 2026Q1: 9,531 shares 9,531 $368K 0.01% +14 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,020 shares; 2025Q1: 2,084 shares; 2025Q2: 2,172 shares; 2025Q3: 2,475 shares; 2025Q4: 2,881 shares; 2026Q1: 2,792 shares 2,792 $368K 0.01% -89 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,559 shares; 2025Q1: 4,559 shares; 2025Q2: 4,561 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 4,250 shares 4,250 $367K 0.01% -30 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 422 shares; 2025Q1: 335 shares; 2025Q2: 714 shares; 2025Q3: 5,174 shares; 2025Q4: 7,185 shares; 2026Q1: 5,357 shares 5,357 $366K 0.01% -1,828 Timeline IBHI 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: 1,248 shares; 2024Q4: 57,483 shares; 2025Q1: 54,710 shares; 2025Q2: 43,189 shares; 2025Q3: 41,209 shares; 2025Q4: 20,519 shares; 2026Q1: 15,667 shares 15,667 $365K 0.01% -4,852 Timeline JIG 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: 1,442 shares; 2024Q4: 2,288 shares; 2025Q1: 2,055 shares; 2025Q2: 2,907 shares; 2025Q3: 3,987 shares; 2025Q4: 3,089 shares; 2026Q1: 4,913 shares 4,913 $365K 0.01% +1,824 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,615 shares; 2025Q1: 2,668 shares; 2025Q2: 2,562 shares; 2025Q3: 2,616 shares; 2025Q4: 2,912 shares; 2026Q1: 4,926 shares 4,926 $364K 0.01% +2,014 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,712 shares; 2025Q1: 8,694 shares; 2025Q2: 8,744 shares; 2025Q3: 9,282 shares; 2025Q4: 9,110 shares; 2026Q1: 6,902 shares 6,902 $363K 0.01% -2,208 Timeline BBIN 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: 8,275 shares; 2024Q4: 8,218 shares; 2025Q1: 8,374 shares; 2025Q2: 11,427 shares; 2025Q3: 11,574 shares; 2025Q4: 5,324 shares; 2026Q1: 4,953 shares 4,953 $362K 0.01% -371 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 109 shares; 2025Q2: 89 shares; 2025Q3: 135 shares; 2025Q4: 15,086 shares; 2026Q1: 15,260 shares 15,260 $361K 0.01% +174 Timeline DFGR 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: 3,158 shares; 2024Q4: 3,483 shares; 2025Q1: 5,250 shares; 2025Q2: 5,310 shares; 2025Q3: 12,516 shares; 2025Q4: 12,652 shares; 2026Q1: 13,531 shares 13,531 $360K 0.01% +879 Timeline DSEP 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 2,481 shares; 2025Q2: 941 shares; 2025Q3: 4,941 shares; 2025Q4: 8,749 shares; 2026Q1: 8,174 shares 8,174 $359K 0.01% -575 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 394 shares; 2025Q4: 359 shares; 2026Q1: 13,594 shares 13,594 $358K 0.01% +13,235 Timeline FJUN 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: 6,452 shares; 2024Q4: 7,068 shares; 2025Q1: 12,253 shares; 2025Q2: 11,096 shares; 2025Q3: 9,742 shares; 2025Q4: 7,969 shares; 2026Q1: 6,338 shares 6,338 $358K 0.01% -1,631 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 1,250 shares; 2025Q4: 7,857 shares; 2026Q1: 15,714 shares 15,714 $358K 0.01% +7,857 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 1,754 shares; 2025Q1: 2,772 shares; 2025Q2: 2,338 shares; 2025Q3: 2,425 shares; 2025Q4: 2,762 shares; 2026Q1: 2,844 shares 2,844 $358K 0.01% +82 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,467 shares; 2025Q1: 7,241 shares; 2025Q2: 7,545 shares; 2025Q3: 7,334 shares; 2025Q4: 7,578 shares; 2026Q1: 7,061 shares 7,061 $358K 0.01% -517 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 503 shares; 2026Q1: 2,905 shares 2,905 $357K 0.01% +2,402 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 10,319 shares; 2025Q1: 10,663 shares; 2025Q2: 8,355 shares; 2025Q3: 8,060 shares; 2025Q4: 6,895 shares; 2026Q1: 7,020 shares 7,020 $354K 0.01% +125 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,332 shares; 2025Q1: 1,376 shares; 2025Q2: 1,072 shares; 2025Q3: 1,291 shares; 2025Q4: 1,149 shares; 2026Q1: 1,692 shares 1,692 $354K 0.01% +543 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 8,882 shares; 2025Q1: 5,671 shares; 2025Q2: 2,834 shares; 2025Q3: 4,135 shares; 2025Q4: 4,061 shares; 2026Q1: 1,948 shares 1,948 $350K 0.01% -2,113 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,080 shares; 2026Q1: 4,180 shares 4,180 $347K 0.01% +100 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 6,916 shares; 2025Q1: 6,558 shares; 2025Q2: 7,586 shares; 2025Q3: 7,628 shares; 2025Q4: 7,086 shares; 2026Q1: 7,094 shares 7,094 $347K 0.01% +8 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,732 shares; 2025Q1: 7,753 shares; 2025Q2: 6,993 shares; 2025Q3: 8,764 shares; 2025Q4: 11,737 shares; 2026Q1: 12,798 shares 12,798 $346K 0.01% +1,061 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 347 shares; 2025Q1: 406 shares; 2025Q2: 1,044 shares; 2025Q3: 1,035 shares; 2025Q4: 852 shares; 2026Q1: 1,384 shares 1,384 $344K 0.01% +532 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,605 shares; 2025Q1: 10,355 shares; 2025Q2: 10,637 shares; 2025Q3: 10,982 shares; 2025Q4: 10,740 shares; 2026Q1: 10,990 shares 10,990 $344K 0.01% +250 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,838 shares; 2025Q1: 2,876 shares; 2025Q2: 3,295 shares; 2025Q3: 6,373 shares; 2025Q4: 1,602 shares; 2026Q1: 1,475 shares 1,475 $342K 0.01% -127 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,873 shares; 2024Q4: 11,437 shares; 2025Q1: 11,914 shares; 2025Q2: 11,521 shares; 2025Q3: 10,408 shares; 2025Q4: 10,260 shares; 2026Q1: 9,961 shares 9,961 $341K 0.01% -299 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 452 shares; 2025Q1: 2,722 shares; 2025Q2: 3,072 shares; 2025Q3: 5,167 shares; 2025Q4: 9,922 shares; 2026Q1: 16,313 shares 16,313 $341K 0.01% +6,391 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,372 shares; 2025Q1: 3,448 shares; 2025Q2: 4,305 shares; 2025Q3: 4,813 shares; 2025Q4: 7,677 shares; 2026Q1: 6,455 shares 6,455 $341K 0.01% -1,222 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 1,043 shares; 2025Q1: 855 shares; 2025Q2: 540 shares; 2025Q3: 692 shares; 2025Q4: 4,020 shares; 2026Q1: 4,023 shares 4,023 $340K 0.01% +3 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 5,594 shares; 2026Q1: 10,094 shares 10,094 $340K 0.01% +4,500 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 2,093 shares; 2025Q1: 1,628 shares; 2025Q2: 2,514 shares; 2025Q3: 1,504 shares; 2025Q4: 1,791 shares; 2026Q1: 2,057 shares 2,057 $340K 0.01% +266 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 8,500 shares; 2026Q1: 7,166 shares 7,166 $339K 0.01% -1,334 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 8,979 shares; 2026Q1: 9,061 shares 9,061 $338K 0.01% +82 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,968 shares; 2024Q4: 84,868 shares; 2025Q1: 109,818 shares; 2025Q2: 118,102 shares; 2025Q3: 117,800 shares; 2025Q4: 117,428 shares; 2026Q1: 115,565 shares 115,565 $337K 0.01% -1,863 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 4,062 shares; 2025Q1: 3,327 shares; 2025Q2: 3,942 shares; 2025Q3: 4,260 shares; 2025Q4: 3,941 shares; 2026Q1: 4,055 shares 4,055 $337K 0.01% +114 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 12,971 shares; 2026Q1: 12,981 shares 12,981 $335K 0.01% +10 Timeline TQQQ 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: 1,037 shares; 2024Q4: 1,087 shares; 2025Q1: 3,587 shares; 2025Q2: 2,266 shares; 2025Q3: 1,104 shares; 2025Q4: 1,388 shares; 2026Q1: 8,042 shares 8,042 $335K 0.01% +6,654 Timeline XFEB 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: 4,758 shares; 2026Q1: 9,516 shares 9,516 $335K 0.01% +4,758 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,252 shares; 2025Q1: 1,179 shares; 2025Q2: 615 shares; 2025Q3: 904 shares; 2025Q4: 939 shares; 2026Q1: 1,203 shares 1,203 $334K 0.01% +264 Timeline JEMA 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: 4,813 shares; 2024Q4: 4,576 shares; 2025Q1: 4,400 shares; 2025Q2: 5,369 shares; 2025Q3: 5,376 shares; 2025Q4: 6,142 shares; 2026Q1: 6,422 shares 6,422 $334K 0.01% +280 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,063 shares; 2025Q1: 2,954 shares; 2025Q2: 2,957 shares; 2025Q3: 2,813 shares; 2025Q4: 2,902 shares; 2026Q1: 2,643 shares 2,643 $333K 0.01% -259 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 2,813 shares; 2025Q3: 5,652 shares; 2025Q4: 6,484 shares; 2026Q1: 6,702 shares 6,702 $332K 0.01% +218 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares 2,584 $331K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,133 shares; 2025Q1: 7,385 shares; 2025Q2: 2,965 shares; 2025Q3: 2,042 shares; 2025Q4: 4,249 shares; 2026Q1: 6,613 shares 6,613 $330K 0.01% +2,364 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 763 shares; 2025Q1: 1,058 shares; 2025Q2: 1,178 shares; 2025Q3: 1,645 shares; 2025Q4: 1,212 shares; 2026Q1: 1,237 shares 1,237 $329K 0.01% +25 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 2,325 shares; 2025Q1: 2,567 shares; 2025Q2: 2,868 shares; 2025Q3: 4,713 shares; 2025Q4: 6,869 shares; 2026Q1: 7,516 shares 7,516 $329K 0.01% +647 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,728 shares; 2025Q1: 4,487 shares; 2025Q2: 4,417 shares; 2025Q3: 4,248 shares; 2025Q4: 4,156 shares; 2026Q1: 4,156 shares 4,156 $329K 0.01% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 21,418 shares; 2025Q4: 60,105 shares; 2026Q1: 71,100 shares 71,100 $328K 0.01% +10,995 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 10,418 shares; 2025Q2: 10,418 shares; 2025Q3: 10,418 shares; 2025Q4: 14,418 shares; 2026Q1: 14,418 shares 14,418 $327K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,815 shares; 2025Q1: 1,835 shares; 2025Q2: 2,746 shares; 2025Q3: 1,583 shares; 2025Q4: 1,796 shares; 2026Q1: 1,504 shares 1,504 $326K 0.01% -292 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 1,368 shares; 2025Q1: 618 shares; 2025Q2: 772 shares; 2025Q3: 1,516 shares; 2025Q4: 1,922 shares; 2026Q1: 6,111 shares 6,111 $325K 0.01% +4,189 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,125 shares; 2024Q4: 7,884 shares; 2025Q1: 17,046 shares; 2025Q2: 3,292 shares; 2025Q3: 3,764 shares; 2025Q4: 3,065 shares; 2026Q1: 2,220 shares 2,220 $325K 0.01% -845 Timeline SEPM 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: 10,180 shares; 2026Q1: 10,180 shares 10,180 $322K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 2,542 shares; 2025Q1: 3,524 shares; 2025Q2: 3,749 shares; 2025Q3: 3,668 shares; 2025Q4: 6,018 shares; 2026Q1: 5,818 shares 5,818 $322K 0.01% -200 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,687 shares; 2025Q1: 11,191 shares; 2025Q2: 11,214 shares; 2025Q3: 11,120 shares; 2025Q4: 7,551 shares; 2026Q1: 6,972 shares 6,972 $322K 0.01% -579 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,748 shares; 2025Q1: 4,882 shares; 2025Q2: 4,870 shares; 2025Q3: 4,279 shares; 2025Q4: 5,498 shares; 2026Q1: 6,589 shares 6,589 $321K 0.01% +1,091 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 10,529 shares; 2025Q1: 10,489 shares; 2025Q2: 13,078 shares; 2025Q3: 13,529 shares; 2025Q4: 13,678 shares; 2026Q1: 12,267 shares 12,267 $320K 0.01% -1,411 Timeline MDIV 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: 25,529 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 20,669 shares; 2025Q3: 20,119 shares; 2025Q4: 20,219 shares; 2026Q1: 19,769 shares 19,769 $320K 0.01% -450 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 6,525 shares; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares; 2026Q1: 7,807 shares 7,807 $318K 0.01% -568 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,683 shares; 2025Q1: 1,981 shares; 2025Q2: 1,938 shares; 2025Q3: 2,351 shares; 2025Q4: 6,853 shares; 2026Q1: 6,742 shares 6,742 $318K 0.01% -111 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 9,295 shares; 2025Q1: 9,848 shares; 2025Q2: 9,024 shares; 2025Q3: 9,710 shares; 2025Q4: 7,657 shares; 2026Q1: 8,416 shares 8,416 $316K 0.01% +759 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,174 shares; 2025Q1: 2,021 shares; 2025Q2: 2,086 shares; 2025Q3: 2,189 shares; 2025Q4: 2,038 shares; 2026Q1: 1,710 shares 1,710 $316K 0.01% -328 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 9,325 shares; 2026Q1: 14,075 shares 14,075 $315K 0.01% +4,750 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 25,095 shares; 2025Q1: 24,072 shares; 2025Q2: 5,492 shares; 2025Q3: 6,618 shares; 2025Q4: 7,300 shares; 2026Q1: 6,926 shares 6,926 $314K 0.01% -374 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 12,992 shares; 2025Q1: 8,594 shares; 2025Q2: 6,988 shares; 2025Q3: 1,251 shares; 2025Q4: 5,584 shares; 2026Q1: 1,509 shares 1,509 $314K 0.01% -4,075 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 1,011 shares; 2025Q1: 585 shares; 2025Q2: 772 shares; 2025Q3: 4,623 shares; 2025Q4: 3,858 shares; 2026Q1: 14,089 shares 14,089 $313K 0.01% +10,231 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,417 shares; 2025Q1: 3,857 shares; 2025Q2: 3,405 shares; 2025Q3: 3,655 shares; 2025Q4: 3,365 shares; 2026Q1: 3,431 shares 3,431 $312K 0.01% +66 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 11,705 shares; 2025Q1: 11,084 shares; 2025Q2: 7,452 shares; 2025Q3: 5,400 shares; 2025Q4: 3,172 shares; 2026Q1: 3,261 shares 3,261 $312K 0.01% +89 Timeline EMGF 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: 4,981 shares; 2024Q4: 7,842 shares; 2025Q1: 4,971 shares; 2025Q2: 5,554 shares; 2025Q3: 5,713 shares; 2025Q4: 5,206 shares; 2026Q1: 5,163 shares 5,163 $312K 0.01% -43 Timeline BOXX 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: 5,250 shares; 2024Q4: 2,000 shares; 2025Q1: 4,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares 2,682 $312K 0.01% 0 Timeline SUSL 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: 2,916 shares; 2025Q3: 2,755 shares; 2025Q4: 2,747 shares; 2026Q1: 2,743 shares 2,743 $312K 0.01% -4 Timeline AVDS 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: 4,330 shares 4,330 $311K 0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 10,426 shares; 2025Q1: 10,380 shares; 2025Q2: 9,591 shares; 2025Q3: 9,369 shares; 2025Q4: 8,430 shares; 2026Q1: 12,387 shares 12,387 $311K 0.01% +3,957 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 7,599 shares; 2025Q1: 12,163 shares; 2025Q2: 12,400 shares; 2025Q3: 9,112 shares; 2025Q4: 8,853 shares; 2026Q1: 12,011 shares 12,011 $311K 0.01% +3,158 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 800 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,600 shares 11,600 $311K 0.01% new Timeline BIDD 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: 20,156 shares; 2025Q1: 8,645 shares; 2025Q2: 9,417 shares; 2025Q3: 11,281 shares; 2025Q4: 11,113 shares; 2026Q1: 10,901 shares 10,901 $310K 0.01% -212 Timeline IUSG 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: 1,411 shares; 2024Q4: 1,946 shares; 2025Q1: 1,896 shares; 2025Q2: 1,817 shares; 2025Q3: 2,552 shares; 2025Q4: 2,981 shares; 2026Q1: 1,998 shares 1,998 $310K 0.01% -983 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,415 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,496 shares 1,496 $309K 0.01% +4 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 6,280 shares; 2025Q1: 5,113 shares; 2025Q2: 8,071 shares; 2025Q3: 8,315 shares; 2025Q4: 12,603 shares; 2026Q1: 7,272 shares 7,272 $309K 0.01% -5,331 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 806 shares; 2025Q1: 787 shares; 2025Q2: 1,178 shares; 2025Q3: 1,170 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $308K 0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,102 shares; 2025Q1: 3,230 shares; 2025Q2: 3,658 shares; 2025Q3: 3,746 shares; 2025Q4: 3,298 shares; 2026Q1: 3,343 shares 3,343 $308K 0.01% +45 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,375 shares; 2025Q1: 5,923 shares; 2025Q2: 5,783 shares; 2025Q3: 5,690 shares; 2025Q4: 6,497 shares; 2026Q1: 6,563 shares 6,563 $308K 0.01% +66 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 7,454 shares; 2025Q1: 6,666 shares; 2025Q2: 4,722 shares; 2025Q3: 4,978 shares; 2025Q4: 7,069 shares; 2026Q1: 7,532 shares 7,532 $308K 0.01% +463 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 4,324 shares 4,324 $307K 0.01% +348 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 5,858 shares; 2025Q1: 6,413 shares; 2025Q2: 6,474 shares; 2025Q3: 5,474 shares; 2025Q4: 6,581 shares; 2026Q1: 6,381 shares 6,381 $306K 0.01% -200 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,488 shares; 2025Q1: 1,876 shares; 2025Q2: 2,136 shares; 2025Q3: 2,022 shares; 2025Q4: 2,177 shares; 2026Q1: 1,885 shares 1,885 $306K 0.01% -292 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 338 shares; 2025Q1: 336 shares; 2025Q2: 344 shares; 2025Q3: 414 shares; 2025Q4: 639 shares; 2026Q1: 619 shares 619 $306K 0.01% -20 Timeline SPXL 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: not reported; 2024Q4: 400 shares; 2025Q1: 630 shares; 2025Q2: 1,275 shares; 2025Q3: 1,474 shares; 2025Q4: 1,399 shares; 2026Q1: 1,652 shares 1,652 $305K 0.01% +253 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 59 shares; 2025Q1: 60 shares; 2025Q2: 194 shares; 2025Q3: 499 shares; 2025Q4: 1,007 shares; 2026Q1: 636 shares 636 $305K 0.01% -371 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 490 shares; 2025Q1: 541 shares; 2025Q2: 428 shares; 2025Q3: 583 shares; 2025Q4: 1,684 shares; 2026Q1: 1,524 shares 1,524 $305K 0.01% -160 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3,509 shares; 2025Q3: 2,654 shares; 2025Q4: 3,016 shares; 2026Q1: 3,660 shares 3,660 $303K 0.01% +644 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 5,639 shares; 2025Q1: 4,829 shares; 2025Q2: 4,169 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 2,818 shares 2,818 $303K 0.01% -1,051 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: 2,930 shares; 2026Q1: 3,535 shares 3,535 $303K 0.01% +605 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,309 shares; 2025Q3: 3,317 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $303K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,293 shares; 2025Q1: 1,331 shares; 2025Q2: 1,509 shares; 2025Q3: 1,520 shares; 2025Q4: 1,453 shares; 2026Q1: 1,422 shares 1,422 $302K 0.01% -31 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 129 shares; 2025Q3: 162 shares; 2025Q4: 161 shares; 2026Q1: 160 shares 160 $302K 0.01% -1 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 137 shares; 2025Q1: 1,265 shares; 2025Q2: 1,358 shares; 2025Q3: 1,401 shares; 2025Q4: 1,576 shares; 2026Q1: 1,434 shares 1,434 $301K 0.01% -142 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,345 shares; 2025Q1: 9,235 shares; 2025Q2: 9,246 shares; 2025Q3: 9,236 shares; 2025Q4: 9,234 shares; 2026Q1: 9,361 shares 9,361 $301K 0.01% +127 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 3,547 shares; 2025Q1: 4,091 shares; 2025Q2: 2,825 shares; 2025Q3: 4,613 shares; 2025Q4: 5,988 shares; 2026Q1: 6,137 shares 6,137 $301K 0.01% +149 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 2,348 shares; 2025Q1: 1,704 shares; 2025Q2: 1,655 shares; 2025Q3: 1,884 shares; 2025Q4: 3,277 shares; 2026Q1: 3,391 shares 3,391 $300K 0.01% +114 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 903 shares; 2025Q1: 866 shares; 2025Q2: 592 shares; 2025Q3: 375 shares; 2025Q4: 263 shares; 2026Q1: 533 shares 533 $299K 0.01% +270 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,231 shares; 2025Q1: 7,638 shares; 2025Q2: 6,071 shares; 2025Q3: 4,138 shares; 2025Q4: 4,351 shares; 2026Q1: 4,260 shares 4,260 $299K 0.01% -91 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,164 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,176 shares 2,176 $298K 0.01% +8 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 994 shares; 2025Q3: 2,209 shares; 2025Q4: 3,370 shares; 2026Q1: 3,368 shares 3,368 $298K 0.01% -2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,558 shares; 2025Q1: 5,564 shares; 2025Q2: 3,789 shares; 2025Q3: 4,886 shares; 2025Q4: 4,521 shares; 2026Q1: 3,486 shares 3,486 $297K 0.01% -1,035 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,059 shares; 2025Q2: 1,002 shares; 2025Q3: 985 shares; 2025Q4: 991 shares; 2026Q1: 1,000 shares 1,000 $297K 0.01% +9 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,960 shares 5,960 $297K 0.01% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,564 shares; 2025Q4: 7,564 shares; 2026Q1: 7,564 shares 7,564 $296K 0.01% 0 Timeline FEX 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: 2,630 shares; 2024Q4: 2,635 shares; 2025Q1: 2,639 shares; 2025Q2: 2,642 shares; 2025Q3: 2,644 shares; 2025Q4: 2,274 shares; 2026Q1: 2,427 shares 2,427 $296K 0.01% +153 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 794 shares; 2025Q1: 2,697 shares; 2025Q2: 2,550 shares; 2025Q3: 3,497 shares; 2025Q4: 6,183 shares; 2026Q1: 6,183 shares 6,183 $296K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 138 shares; 2025Q1: 587 shares; 2025Q2: 736 shares; 2025Q3: 702 shares; 2025Q4: 873 shares; 2026Q1: 855 shares 855 $294K 0.01% -18 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 5,478 shares; 2025Q1: 13,047 shares; 2025Q2: 12,493 shares; 2025Q3: 11,299 shares; 2025Q4: 11,007 shares; 2026Q1: 11,995 shares 11,995 $293K 0.01% +988 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,999 shares; 2025Q1: 3,935 shares; 2025Q2: 4,678 shares; 2025Q3: 5,493 shares; 2025Q4: 7,016 shares; 2026Q1: 6,382 shares 6,382 $292K 0.01% -634 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,504 shares; 2025Q4: 14,194 shares; 2026Q1: 14,094 shares 14,094 $291K 0.01% -100 Timeline GJUN 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: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares; 2025Q4: 7,391 shares; 2026Q1: 7,391 shares 7,391 $291K 0.01% 0 Timeline XMMO 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: 26,516 shares; 2024Q4: 1,674 shares; 2025Q1: 1,565 shares; 2025Q2: 716 shares; 2025Q3: 1,685 shares; 2025Q4: 1,728 shares; 2026Q1: 2,008 shares 2,008 $291K 0.01% +280 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 5,628 shares; 2025Q2: 5,252 shares; 2025Q3: 6,045 shares; 2025Q4: 6,793 shares; 2026Q1: 6,045 shares 6,045 $291K 0.01% -748 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,933 shares; 2025Q1: 4,083 shares; 2025Q2: 3,845 shares; 2025Q3: 4,764 shares; 2025Q4: 5,657 shares; 2026Q1: 6,194 shares 6,194 $291K 0.01% +537 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,457 shares; 2025Q1: 3,615 shares; 2025Q2: 6,539 shares; 2025Q3: 3,667 shares; 2025Q4: 3,409 shares; 2026Q1: 2,896 shares 2,896 $290K 0.01% -513 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 9,130 shares; 2025Q1: 9,827 shares; 2025Q2: 8,467 shares; 2025Q3: 8,119 shares; 2025Q4: 9,056 shares; 2026Q1: 5,777 shares 5,777 $290K 0.01% -3,279 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 891 shares; 2025Q3: 1,127 shares; 2025Q4: 1,114 shares; 2026Q1: 1,302 shares 1,302 $289K 0.01% +188 Timeline IBHJ 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: 1,065 shares; 2025Q1: 2,662 shares; 2025Q2: 2,662 shares; 2025Q3: 2,662 shares; 2025Q4: 4,772 shares; 2026Q1: 11,026 shares 11,026 $289K 0.01% +6,254 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 2,706 shares; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 3,663 shares; 2025Q4: 527 shares; 2026Q1: 7,272 shares 7,272 $288K 0.01% +6,745 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 460 shares; 2025Q1: 199 shares; 2025Q2: 553 shares; 2025Q3: 1,168 shares; 2025Q4: 1,032 shares; 2026Q1: 1,334 shares 1,334 $288K 0.01% +302 Timeline DDTN 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: 15,345 shares; 2026Q1: 15,345 shares 15,345 $287K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 2,995 shares; 2025Q4: 4,020 shares; 2026Q1: 4,468 shares 4,468 $287K 0.01% +448 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,256 shares; 2025Q1: 4,042 shares; 2025Q2: 5,201 shares; 2025Q3: 3,482 shares; 2025Q4: 3,713 shares; 2026Q1: 2,792 shares 2,792 $286K 0.01% -921 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 45,124 shares; 2025Q1: 50,166 shares; 2025Q2: 56,171 shares; 2025Q3: 47,730 shares; 2025Q4: 55,907 shares; 2026Q1: 55,975 shares 55,975 $285K 0.01% +68 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,070 shares; 2025Q1: 4,635 shares; 2025Q2: 4,912 shares; 2025Q3: 4,878 shares; 2025Q4: 5,238 shares; 2026Q1: 2,436 shares 2,436 $285K 0.01% -2,802 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 5,600 shares; 2025Q2: 5,200 shares; 2025Q3: 3,896 shares; 2025Q4: 28,947 shares; 2026Q1: 18,947 shares 18,947 $285K 0.01% -10,000 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,526 shares; 2025Q1: 1,380 shares; 2025Q2: 1,002 shares; 2025Q3: 1,489 shares; 2025Q4: 1,898 shares; 2026Q1: 2,040 shares 2,040 $285K 0.01% +142 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 390 shares; 2025Q1: 402 shares; 2025Q2: 316 shares; 2025Q3: 416 shares; 2025Q4: 869 shares; 2026Q1: 779 shares 779 $283K 0.01% -90 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 46 shares; 2025Q1: 562 shares; 2025Q2: 2,112 shares; 2025Q3: 1,383 shares; 2025Q4: 111 shares; 2026Q1: 718 shares 718 $283K 0.01% +607 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,233 shares; 2025Q1: 1,315 shares; 2025Q2: 1,546 shares; 2025Q3: 1,797 shares; 2025Q4: 1,545 shares; 2026Q1: 1,580 shares 1,580 $283K 0.01% +35 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,980 shares; 2026Q1: 5,206 shares 5,206 $283K 0.01% +3,226 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 373 shares; 2025Q1: 370 shares; 2025Q2: 745 shares; 2025Q3: 1,105 shares; 2025Q4: 1,197 shares; 2026Q1: 1,253 shares 1,253 $281K 0.01% +56 Timeline TDVG 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: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares; 2025Q3: 6,290 shares; 2025Q4: 6,290 shares; 2026Q1: 6,290 shares 6,290 $281K 0.01% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,164 shares; 2025Q3: 8,702 shares; 2025Q4: 8,709 shares; 2026Q1: 8,724 shares 8,724 $281K 0.01% +15 Timeline EWW 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: 1,766 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 628 shares; 2026Q1: 3,647 shares 3,647 $274K 0.01% +3,019 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,036 shares; 2025Q3: 2,347 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares 2,332 $273K 0.01% 0 Timeline FELV 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: 7,333 shares; 2024Q4: 7,279 shares; 2025Q1: 7,363 shares; 2025Q2: 7,400 shares; 2025Q3: 7,563 shares; 2025Q4: 7,784 shares; 2026Q1: 7,796 shares 7,796 $272K 0.01% +12 Timeline XSEP 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: 6,497 shares; 2024Q4: 6,497 shares; 2025Q1: 6,497 shares; 2025Q2: 10,763 shares; 2025Q3: 6,497 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares 6,497 $272K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 59,151 shares; 2025Q1: 57,240 shares; 2025Q2: 75,058 shares; 2025Q3: 75,058 shares; 2025Q4: 70,836 shares; 2026Q1: 74,075 shares 74,075 $271K 0.01% +3,239 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 3,313 shares; 2025Q2: 4,050 shares; 2025Q3: 5,024 shares; 2025Q4: 7,135 shares; 2026Q1: 10,775 shares 10,775 $269K 0.01% +3,640 Timeline CMBS 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: 411 shares; 2024Q4: 2,762 shares; 2025Q1: 2,930 shares; 2025Q2: 5,228 shares; 2025Q3: 5,513 shares; 2025Q4: 5,267 shares; 2026Q1: 5,528 shares 5,528 $269K 0.01% +261 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 2,194 shares; 2025Q1: 7,526 shares; 2025Q2: 6,863 shares; 2025Q3: 5,979 shares; 2025Q4: 6,697 shares; 2026Q1: 1,292 shares 1,292 $269K 0.01% -5,405 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 290 shares; 2025Q3: 204 shares; 2025Q4: 420 shares; 2026Q1: 1,430 shares 1,430 $269K 0.01% +1,010 Timeline APOC 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 9,416 shares; 2025Q3: 10,216 shares; 2025Q4: 10,510 shares; 2026Q1: 10,520 shares 10,520 $269K 0.01% +10 Timeline MAZE MAZE THERAPEUTICS INC More: the full row for MAZE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3,514 shares; 2026Q1: 8,988 shares 8,988 $268K 0.01% +5,474 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 90 shares; 2025Q3: 171 shares; 2025Q4: 178 shares; 2026Q1: 212 shares 212 $267K 0.01% +34 Timeline BUFS 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: 908 shares; 2025Q4: 908 shares; 2026Q1: 11,566 shares 11,566 $267K 0.01% +10,658 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,077 shares; 2025Q3: 5,681 shares; 2025Q4: 5,610 shares; 2026Q1: 5,765 shares 5,765 $266K 0.01% +155 Timeline DDFD 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: 14,008 shares; 2026Q1: 14,008 shares 14,008 $265K 0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 6,337 shares; 2025Q1: 5,056 shares; 2025Q2: 3,735 shares; 2025Q3: 6,371 shares; 2025Q4: 6,264 shares; 2026Q1: 6,413 shares 6,413 $265K 0.01% +149 Timeline NFEB 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: 13,569 shares; 2025Q2: 24,208 shares; 2025Q3: 22,208 shares; 2025Q4: 21,708 shares; 2026Q1: 9,656 shares 9,656 $264K 0.01% -12,052 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,963 shares; 2025Q1: 2,917 shares; 2025Q2: 2,096 shares; 2025Q3: 2,887 shares; 2025Q4: 2,873 shares; 2026Q1: 2,849 shares 2,849 $264K 0.01% -24 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 4,037 shares; 2025Q1: 1,709 shares; 2025Q2: 2,155 shares; 2025Q3: 3,092 shares; 2025Q4: 3,428 shares; 2026Q1: 3,814 shares 3,814 $264K 0.01% +386 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 4,219 shares; 2026Q1: 10,484 shares 10,484 $263K 0.01% +6,265 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,768 shares; 2025Q1: 3,576 shares; 2025Q2: 4,093 shares; 2025Q3: 4,183 shares; 2025Q4: 4,839 shares; 2026Q1: 9,801 shares 9,801 $260K 0.01% +4,962 Timeline VTC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,612 shares; 2026Q1: 3,379 shares 3,379 $260K 0.01% +767 Timeline VDE 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: 2,722 shares; 2024Q4: 2,870 shares; 2025Q1: 2,436 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,298 shares; 2026Q1: 1,495 shares 1,495 $259K 0.01% +197 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 11,390 shares; 2025Q1: 12,930 shares; 2025Q2: 9,531 shares; 2025Q3: 7,931 shares; 2025Q4: 8,185 shares; 2026Q1: 8,181 shares 8,181 $258K 0.01% -4 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,678 shares; 2025Q1: 3,467 shares; 2025Q2: 3,582 shares; 2025Q3: 3,598 shares; 2025Q4: 2,889 shares; 2026Q1: 2,513 shares 2,513 $258K 0.01% -376 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 1,151 shares; 2025Q1: 708 shares; 2025Q2: 2,114 shares; 2025Q3: 2,715 shares; 2025Q4: 10,043 shares; 2026Q1: 7,869 shares 7,869 $258K 0.01% -2,174 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 0 shares; 2025Q3: 3,243 shares; 2025Q4: 3,423 shares; 2026Q1: 3,645 shares 3,645 $257K 0.01% +222 Timeline NYXH NYXOAH S A More: the full row for NYXOAH S A Quarterly shares; oldest to 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: 87,365 shares 87,365 $255K 0.01% new Timeline CDC 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: 5,385 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,647 shares; 2025Q3: 3,645 shares; 2025Q4: 3,548 shares; 2026Q1: 3,548 shares 3,548 $253K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,137 shares; 2025Q1: 2,882 shares; 2025Q2: 3,582 shares; 2025Q3: 3,555 shares; 2025Q4: 3,337 shares; 2026Q1: 3,365 shares 3,365 $253K 0.01% +28 Timeline ZOCT 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: 3,950 shares; 2025Q3: 4,150 shares; 2025Q4: 9,448 shares; 2026Q1: 9,448 shares 9,448 $253K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 898 shares; 2025Q1: 928 shares; 2025Q2: 1,153 shares; 2025Q3: 815 shares; 2025Q4: 1,274 shares; 2026Q1: 1,191 shares 1,191 $252K 0.01% -83 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 11,274 shares 11,274 $252K 0.01% +10,097 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,642 shares; 2025Q1: 3,419 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 6,462 shares; 2026Q1: 6,462 shares 6,462 $252K 0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,323 shares; 2025Q1: 1,379 shares; 2025Q2: 1,278 shares; 2025Q3: 1,355 shares; 2025Q4: 2,439 shares; 2026Q1: 2,436 shares 2,436 $252K 0.01% -3 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,622 shares; 2025Q1: 1,619 shares; 2025Q2: 1,783 shares; 2025Q3: 1,841 shares; 2025Q4: 1,842 shares; 2026Q1: 1,682 shares 1,682 $251K 0.01% -160 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,179 shares; 2025Q1: 659 shares; 2025Q2: 704 shares; 2025Q3: 756 shares; 2025Q4: 775 shares; 2026Q1: 851 shares 851 $249K 0.01% +76 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: 4,008 shares; 2025Q4: 3,784 shares; 2026Q1: 3,815 shares 3,815 $249K 0.01% +31 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 508 shares; 2025Q1: 536 shares; 2025Q2: 3,049 shares; 2025Q3: 3,072 shares; 2025Q4: 2,916 shares; 2026Q1: 2,628 shares 2,628 $249K 0.01% -288 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,641 shares; 2025Q1: 3,883 shares; 2025Q2: 5,429 shares; 2025Q3: 4,642 shares; 2025Q4: 3,201 shares; 2026Q1: 3,411 shares 3,411 $248K 0.01% +210 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 7,927 shares; 2025Q1: 7,810 shares; 2025Q2: 7,533 shares; 2025Q3: 7,699 shares; 2025Q4: 6,690 shares; 2026Q1: 5,335 shares 5,335 $248K 0.01% -1,355 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 380 shares; 2025Q1: 1,506 shares; 2025Q2: 1,372 shares; 2025Q3: 1,676 shares; 2025Q4: 2,235 shares; 2026Q1: 226 shares 226 $247K 0.01% -2,009 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 640 shares; 2025Q1: 604 shares; 2025Q2: 974 shares; 2025Q3: 818 shares; 2025Q4: 4,269 shares; 2026Q1: 3,009 shares 3,009 $246K 0.01% -1,260 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,621 shares; 2025Q1: 2,868 shares; 2025Q2: 3,079 shares; 2025Q3: 2,700 shares; 2025Q4: 2,185 shares; 2026Q1: 2,182 shares 2,182 $246K 0.01% -3 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 15,682 shares; 2025Q1: 13,989 shares; 2025Q2: 13,720 shares; 2025Q3: 14,300 shares; 2025Q4: 14,988 shares; 2026Q1: 4,528 shares 4,528 $246K 0.01% -10,460 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,854 shares; 2025Q1: 10,998 shares; 2025Q2: 11,607 shares; 2025Q3: 11,746 shares; 2025Q4: 11,743 shares; 2026Q1: 11,502 shares 11,502 $245K 0.01% -241 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 12,197 shares; 2025Q1: 15,278 shares; 2025Q2: 16,545 shares; 2025Q3: 13,042 shares; 2025Q4: 12,269 shares; 2026Q1: 14,224 shares 14,224 $245K 0.01% +1,955 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 1,234 shares; 2025Q1: 1,211 shares; 2025Q2: 1,285 shares; 2025Q3: 6,761 shares; 2025Q4: 6,095 shares; 2026Q1: 3,357 shares 3,357 $245K 0.01% -2,738 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,476 shares; 2025Q1: 6,659 shares; 2025Q2: 15,415 shares; 2025Q3: 18,677 shares; 2025Q4: 17,267 shares; 2026Q1: 10,766 shares 10,766 $245K 0.01% -6,501 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 5,218 shares; 2025Q1: 6,479 shares; 2025Q2: 18,504 shares; 2025Q3: 22,544 shares; 2025Q4: 20,807 shares; 2026Q1: 24,417 shares 24,417 $245K 0.01% +3,610 Timeline APRW 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: 10,077 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,911 shares; 2025Q3: 6,911 shares; 2025Q4: 6,911 shares; 2026Q1: 6,911 shares 6,911 $244K 0.01% 0 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 8,380 shares 8,380 $243K 0.01% -870 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,526 shares 7,526 $243K 0.01% new Timeline KAPR 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: 18,255 shares; 2024Q4: 6,905 shares; 2025Q1: 4,346 shares; 2025Q2: 6,123 shares; 2025Q3: 6,275 shares; 2025Q4: 6,611 shares; 2026Q1: 6,689 shares 6,689 $242K 0.01% +78 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 570 shares; 2025Q1: 689 shares; 2025Q2: 5,518 shares; 2025Q3: 444 shares; 2025Q4: 3,876 shares; 2026Q1: 3,754 shares 3,754 $242K 0.01% -122 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,031 shares; 2025Q1: 2,773 shares; 2025Q2: 2,371 shares; 2025Q3: 2,019 shares; 2025Q4: 2,002 shares; 2026Q1: 1,989 shares 1,989 $241K <0.01% -13 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,516 shares; 2025Q1: 4,861 shares; 2025Q2: 5,289 shares; 2025Q3: 5,569 shares; 2025Q4: 5,625 shares; 2026Q1: 2,308 shares 2,308 $239K <0.01% -3,317 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: 7,128 shares; 2025Q3: 7,128 shares; 2025Q4: 7,209 shares; 2026Q1: 7,209 shares 7,209 $239K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 352 shares; 2025Q3: 371 shares; 2025Q4: 461 shares; 2026Q1: 456 shares 456 $239K <0.01% -5 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,164 shares; 2025Q1: 1,262 shares; 2025Q2: 1,284 shares; 2025Q3: 1,131 shares; 2025Q4: 961 shares; 2026Q1: 952 shares 952 $238K <0.01% -9 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 369 shares; 2025Q1: 26 shares; 2025Q2: 196 shares; 2025Q3: 224 shares; 2025Q4: 514 shares; 2026Q1: 1,042 shares 1,042 $238K <0.01% +528 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,576 shares; 2025Q3: 1,708 shares; 2025Q4: 4,911 shares; 2026Q1: 4,873 shares 4,873 $238K <0.01% -38 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 975 shares; 2025Q1: 935 shares; 2025Q2: 818 shares; 2025Q3: 966 shares; 2025Q4: 877 shares; 2026Q1: 893 shares 893 $238K <0.01% +16 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 16 shares; 2025Q2: 0 shares; 2025Q3: 110 shares; 2025Q4: 6,624 shares; 2026Q1: 6,580 shares 6,580 $237K <0.01% -44 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 8,700 shares 8,700 $237K <0.01% +4,300 Timeline VV 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: 55 shares; 2024Q4: 440 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 762 shares; 2025Q4: 784 shares; 2026Q1: 792 shares 792 $237K <0.01% +8 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 2,867 shares; 2025Q1: 2,746 shares; 2025Q2: 3,008 shares; 2025Q3: 2,968 shares; 2025Q4: 2,848 shares; 2026Q1: 3,409 shares 3,409 $236K <0.01% +561 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 630 shares; 2025Q1: 677 shares; 2025Q2: 70 shares; 2025Q3: 254 shares; 2025Q4: 225 shares; 2026Q1: 2,866 shares 2,866 $236K <0.01% +2,641 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,949 shares; 2025Q1: 5,879 shares; 2025Q2: 6,788 shares; 2025Q3: 6,461 shares; 2025Q4: 5,871 shares; 2026Q1: 4,733 shares 4,733 $234K <0.01% -1,138 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 2,103 shares; 2025Q2: 4,421 shares; 2025Q3: 5,206 shares; 2025Q4: 3,646 shares; 2026Q1: 3,615 shares 3,615 $234K <0.01% -31 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 1,007 shares; 2025Q1: 797 shares; 2025Q2: 1,598 shares; 2025Q3: 1,670 shares; 2025Q4: 2,057 shares; 2026Q1: 1,663 shares 1,663 $233K <0.01% -394 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 934 shares; 2025Q1: 925 shares; 2025Q2: 1,496 shares; 2025Q3: 1,407 shares; 2025Q4: 1,380 shares; 2026Q1: 1,295 shares 1,295 $233K <0.01% -85 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,212 shares; 2025Q1: 1,255 shares; 2025Q2: 1,025 shares; 2025Q3: 635 shares; 2025Q4: 5,126 shares; 2026Q1: 949 shares 949 $232K <0.01% -4,177 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 788 shares; 2025Q1: 5,117 shares; 2025Q2: 6,158 shares; 2025Q3: 3,784 shares; 2025Q4: 1,750 shares; 2026Q1: 3,400 shares 3,400 $231K <0.01% +1,650 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 26 shares; 2025Q1: 1,920 shares; 2025Q2: 3,835 shares; 2025Q3: 4,426 shares; 2025Q4: 5,127 shares; 2026Q1: 5,020 shares 5,020 $230K <0.01% -107 Timeline SPTS 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: 20,461 shares; 2024Q4: 12,334 shares; 2025Q1: 10,879 shares; 2025Q2: 46,423 shares; 2025Q3: 6,524 shares; 2025Q4: 6,524 shares; 2026Q1: 7,884 shares 7,884 $230K <0.01% +1,360 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 5,842 shares; 2025Q1: 6,312 shares; 2025Q2: 6,110 shares; 2025Q3: 6,306 shares; 2025Q4: 5,722 shares; 2026Q1: 5,831 shares 5,831 $230K <0.01% +109 Timeline DIVI 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: 7,394 shares; 2024Q4: 7,394 shares; 2025Q1: 7,259 shares; 2025Q2: 5,813 shares; 2025Q3: 5,771 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares 5,772 $230K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 1,536 shares; 2025Q4: 1,777 shares; 2026Q1: 2,134 shares 2,134 $229K <0.01% +357 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,223 shares; 2025Q1: 4,171 shares; 2025Q2: 4,134 shares; 2025Q3: 6,993 shares; 2025Q4: 6,875 shares; 2026Q1: 6,869 shares 6,869 $229K <0.01% -6 Timeline DDFL 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: 157,365 shares; 2025Q4: 156,871 shares; 2026Q1: 11,120 shares 11,120 $228K <0.01% -145,751 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 21,640 shares; 2025Q1: 24,429 shares; 2025Q2: 20,799 shares; 2025Q3: 20,771 shares; 2025Q4: 19,217 shares; 2026Q1: 3,501 shares 3,501 $228K <0.01% -15,716 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 5,546 shares; 2025Q1: 9,597 shares; 2025Q2: 2,921 shares; 2025Q3: 2,323 shares; 2025Q4: 304 shares; 2026Q1: 635 shares 635 $228K <0.01% +331 Timeline XJUL 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: 5,858 shares; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares; 2025Q4: 5,858 shares; 2026Q1: 5,858 shares 5,858 $228K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 485 shares; 2025Q1: 452 shares; 2025Q2: 556 shares; 2025Q3: 871 shares; 2025Q4: 1,671 shares; 2026Q1: 603 shares 603 $228K <0.01% -1,068 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 13,265 shares; 2025Q1: 9,615 shares; 2025Q2: 9,850 shares; 2025Q3: 11,886 shares; 2025Q4: 17,072 shares; 2026Q1: 19,535 shares 19,535 $228K <0.01% +2,463 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 2,153 shares; 2025Q1: 2,025 shares; 2025Q2: 2,736 shares; 2025Q3: 1,727 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $226K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 3,154 shares; 2025Q1: 3,326 shares; 2025Q2: 2,626 shares; 2025Q3: 3,201 shares; 2025Q4: 3,914 shares; 2026Q1: 2,208 shares 2,208 $226K <0.01% -1,706 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,491 shares; 2025Q1: 2,585 shares; 2025Q2: 2,798 shares; 2025Q3: 2,906 shares; 2025Q4: 2,247 shares; 2026Q1: 2,253 shares 2,253 $226K <0.01% +6 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,591 shares; 2025Q2: 2,492 shares; 2025Q3: 2,624 shares; 2025Q4: 2,490 shares; 2026Q1: 3,952 shares 3,952 $225K <0.01% +1,462 Timeline DLAG 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: 775 shares; 2025Q4: 7,312 shares; 2026Q1: 7,309 shares 7,309 $225K <0.01% -3 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,914 shares; 2025Q3: 6,926 shares; 2025Q4: 6,462 shares; 2026Q1: 5,513 shares 5,513 $225K <0.01% -949 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 4,413 shares; 2025Q1: 2,799 shares; 2025Q2: 3,527 shares; 2025Q3: 2,200 shares; 2025Q4: 3,121 shares; 2026Q1: 2,201 shares 2,201 $225K <0.01% -920 Timeline XNOV 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: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 10,877 shares; 2025Q3: 6,004 shares; 2025Q4: 6,004 shares; 2026Q1: 6,004 shares 6,004 $225K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,672 shares; 2024Q4: 52,928 shares; 2025Q1: 46,193 shares; 2025Q2: 37,092 shares; 2025Q3: 35,802 shares; 2025Q4: 33,284 shares; 2026Q1: 21,985 shares 21,985 $224K <0.01% -11,299 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 916 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,599 shares 5,599 $223K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,797 shares; 2025Q1: 556 shares; 2025Q2: 718 shares; 2025Q3: 844 shares; 2025Q4: 1,056 shares; 2026Q1: 1,270 shares 1,270 $223K <0.01% +214 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,937 shares 23,937 $223K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 37 shares; 2025Q1: 81 shares; 2025Q2: 134 shares; 2025Q3: 112 shares; 2025Q4: 46 shares; 2026Q1: 747 shares 747 $222K <0.01% +701 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,692 shares; 2024Q4: 41,477 shares; 2025Q1: 46,545 shares; 2025Q2: 44,357 shares; 2025Q3: 43,521 shares; 2025Q4: 34,172 shares; 2026Q1: 10,277 shares 10,277 $222K <0.01% -23,895 Timeline OAIM 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 4,902 shares; 2025Q3: 5,062 shares; 2025Q4: 5,059 shares; 2026Q1: 5,151 shares 5,151 $222K <0.01% +92 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 11,446 shares; 2025Q1: 10,646 shares; 2025Q2: 9,554 shares; 2025Q3: 6,803 shares; 2025Q4: 7,531 shares; 2026Q1: 7,531 shares 7,531 $222K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 321 shares; 2025Q1: 789 shares; 2025Q2: 1,467 shares; 2025Q3: 2,119 shares; 2025Q4: 1,398 shares; 2026Q1: 1,400 shares 1,400 $221K <0.01% +2 Timeline FSTA 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: 3,440 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,412 shares; 2025Q3: 3,462 shares; 2025Q4: 3,965 shares; 2026Q1: 4,223 shares 4,223 $221K <0.01% +258 Timeline JULM 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: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares; 2025Q4: 6,560 shares; 2026Q1: 6,560 shares 6,560 $220K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 482 shares; 2025Q1: 505 shares; 2025Q2: 739 shares; 2025Q3: 2,572 shares; 2025Q4: 2,799 shares; 2026Q1: 3,276 shares 3,276 $220K <0.01% +477 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 658 shares; 2025Q1: 749 shares; 2025Q2: 728 shares; 2025Q3: 682 shares; 2025Q4: 678 shares; 2026Q1: 665 shares 665 $220K <0.01% -13 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,954 shares; 2025Q1: 9,601 shares; 2025Q2: 15,898 shares; 2025Q3: 16,556 shares; 2025Q4: 16,604 shares; 2026Q1: 23,134 shares 23,134 $219K <0.01% +6,530 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 764 shares; 2025Q1: 1,092 shares; 2025Q2: 5,421 shares; 2025Q3: 6,589 shares; 2025Q4: 4,254 shares; 2026Q1: 4,729 shares 4,729 $218K <0.01% +475 Timeline WRD WERIDE INC More: the full row for WERIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,161 shares; 2026Q1: 26,933 shares 26,933 $218K <0.01% +25,772 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 4,590 shares; 2025Q2: 4,315 shares; 2025Q3: 9,215 shares; 2025Q4: 8,170 shares; 2026Q1: 8,170 shares 8,170 $218K <0.01% 0 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,484 shares; 2024Q4: 17,315 shares; 2025Q1: 17,315 shares; 2025Q2: 20,749 shares; 2025Q3: 7,207 shares; 2025Q4: 7,947 shares; 2026Q1: 7,947 shares 7,947 $217K <0.01% 0 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 4,606 shares; 2025Q2: 6,686 shares; 2025Q3: 6,493 shares; 2025Q4: 7,419 shares; 2026Q1: 7,749 shares 7,749 $217K <0.01% +330 Timeline TNA 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: 2,808 shares; 2024Q4: 2,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 2,514 shares; 2026Q1: 4,914 shares 4,914 $217K <0.01% +2,400 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 339 shares; 2025Q1: 450 shares; 2025Q2: 1,689 shares; 2025Q3: 1,631 shares; 2025Q4: 2,576 shares; 2026Q1: 2,473 shares 2,473 $217K <0.01% -103 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 2,867 shares; 2025Q1: 3,022 shares; 2025Q2: 3,710 shares; 2025Q3: 3,570 shares; 2025Q4: 4,627 shares; 2026Q1: 4,271 shares 4,271 $216K <0.01% -356 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 578 shares; 2025Q1: 403 shares; 2025Q2: 538 shares; 2025Q3: 598 shares; 2025Q4: 467 shares; 2026Q1: 446 shares 446 $216K <0.01% -21 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 289 shares; 2025Q3: 373 shares; 2025Q4: 349 shares; 2026Q1: 742 shares 742 $215K <0.01% +393 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 152 shares; 2025Q1: 158 shares; 2025Q2: 420 shares; 2025Q3: 680 shares; 2025Q4: 1,105 shares; 2026Q1: 992 shares 992 $215K <0.01% -113 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,936 shares; 2024Q4: 34,693 shares; 2025Q1: 34,877 shares; 2025Q2: 34,122 shares; 2025Q3: 32,318 shares; 2025Q4: 31,037 shares; 2026Q1: 42,762 shares 42,762 $215K <0.01% +11,725 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 28 shares; 2025Q1: 36 shares; 2025Q2: 664 shares; 2025Q3: 1,440 shares; 2025Q4: 1,069 shares; 2026Q1: 1,612 shares 1,612 $215K <0.01% +543 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 149 shares; 2025Q1: 9,349 shares; 2025Q2: 10,883 shares; 2025Q3: 5,645 shares; 2025Q4: 1,803 shares; 2026Q1: 4,182 shares 4,182 $215K <0.01% +2,379 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,227 shares; 2025Q3: 2,174 shares; 2025Q4: 2,176 shares; 2026Q1: 2,174 shares 2,174 $214K <0.01% -2 Timeline BUFT 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: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,582 shares; 2025Q2: 15,280 shares; 2025Q3: 8,623 shares; 2025Q4: 8,623 shares; 2026Q1: 8,623 shares 8,623 $214K <0.01% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 742 shares; 2025Q2: 542 shares; 2025Q3: 2,237 shares; 2025Q4: 1,929 shares; 2026Q1: 2,652 shares 2,652 $214K <0.01% +723 Timeline FNOV 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: 256,218 shares; 2024Q4: 254,214 shares; 2025Q1: 28,873 shares; 2025Q2: 19,737 shares; 2025Q3: 4,399 shares; 2025Q4: 5,059 shares; 2026Q1: 4,005 shares 4,005 $214K <0.01% -1,054 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 9,713 shares; 2025Q1: 9,163 shares; 2025Q2: 10,031 shares; 2025Q3: 8,673 shares; 2025Q4: 8,548 shares; 2026Q1: 7,378 shares 7,378 $214K <0.01% -1,170 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,197 shares 1,197 $213K <0.01% -14 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,544 shares; 2025Q1: 1,695 shares; 2025Q2: 2,264 shares; 2025Q3: 2,826 shares; 2025Q4: 1,622 shares; 2026Q1: 974 shares 974 $213K <0.01% -648 Timeline REM 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: 603 shares; 2024Q4: 1,686 shares; 2025Q1: 11,519 shares; 2025Q2: 10,243 shares; 2025Q3: 10,043 shares; 2025Q4: 10,130 shares; 2026Q1: 9,929 shares 9,929 $213K <0.01% -201 Timeline FDLO 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: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,511 shares; 2025Q3: 3,200 shares; 2025Q4: 3,262 shares; 2026Q1: 3,291 shares 3,291 $213K <0.01% +29 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 346 shares; 2025Q1: 355 shares; 2025Q2: 700 shares; 2025Q3: 1,980 shares; 2025Q4: 1,973 shares; 2026Q1: 1,990 shares 1,990 $212K <0.01% +17 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 2,805 shares 2,805 $212K <0.01% +1,155 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,612 shares; 2025Q1: 5,727 shares; 2025Q2: 6,000 shares; 2025Q3: 5,926 shares; 2025Q4: 6,059 shares; 2026Q1: 5,343 shares 5,343 $212K <0.01% -716 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,911 shares; 2025Q1: 3,811 shares; 2025Q2: 4,037 shares; 2025Q3: 3,931 shares; 2025Q4: 2,752 shares; 2026Q1: 2,585 shares 2,585 $212K <0.01% -167 Timeline RSPA 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: 4,235 shares 4,235 $212K <0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 798 shares; 2025Q1: 911 shares; 2025Q2: 706 shares; 2025Q3: 957 shares; 2025Q4: 987 shares; 2026Q1: 976 shares 976 $212K <0.01% -11 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 795 shares; 2025Q1: 865 shares; 2025Q2: 1,085 shares; 2025Q3: 1,096 shares; 2025Q4: 1,206 shares; 2026Q1: 1,151 shares 1,151 $211K <0.01% -55 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 10,044 shares; 2025Q1: 12,639 shares; 2025Q2: 10,737 shares; 2025Q3: 12,397 shares; 2025Q4: 9,893 shares; 2026Q1: 9,251 shares 9,251 $210K <0.01% -642 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,342 shares; 2025Q1: 1,521 shares; 2025Q2: 2,312 shares; 2025Q3: 1,394 shares; 2025Q4: 1,630 shares; 2026Q1: 1,225 shares 1,225 $210K <0.01% -405 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to 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: 6,512 shares 6,512 $209K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,210 shares; 2025Q1: 3,099 shares; 2025Q2: 2,455 shares; 2025Q3: 19,429 shares; 2025Q4: 1,975 shares; 2026Q1: 2,149 shares 2,149 $209K <0.01% +174 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 1,306 shares; 2025Q3: 3,031 shares; 2025Q4: 4,343 shares; 2026Q1: 6,285 shares 6,285 $209K <0.01% +1,942 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 16,441 shares; 2025Q1: 17,226 shares; 2025Q2: 14,377 shares; 2025Q3: 14,257 shares; 2025Q4: 13,801 shares; 2026Q1: 11,339 shares 11,339 $209K <0.01% -2,462 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,980 shares 2,980 $208K <0.01% +300 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 458 shares; 2025Q1: 445 shares; 2025Q2: 1,067 shares; 2025Q3: 1,035 shares; 2025Q4: 1,079 shares; 2026Q1: 1,819 shares 1,819 $207K <0.01% +740 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,883 shares; 2025Q1: 3,889 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares; 2026Q1: 3,465 shares 3,465 $207K <0.01% -242 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,257 shares; 2025Q1: 1,601 shares; 2025Q2: 1,169 shares; 2025Q3: 1,000 shares; 2025Q4: 1,522 shares; 2026Q1: 1,537 shares 1,537 $207K <0.01% +15 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 6,599 shares; 2025Q3: 6,814 shares; 2025Q4: 6,914 shares; 2026Q1: 7,114 shares 7,114 $207K <0.01% +200 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 46 shares; 2025Q2: 170 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 8,831 shares 8,831 $207K <0.01% +8,807 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 637 shares; 2025Q1: 644 shares; 2025Q2: 105 shares; 2025Q3: 2,439 shares; 2025Q4: 2,533 shares; 2026Q1: 2,578 shares 2,578 $207K <0.01% +45 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 3,278 shares; 2025Q1: 3,288 shares; 2025Q2: 4,062 shares; 2025Q3: 3,740 shares; 2025Q4: 4,999 shares; 2026Q1: 4,452 shares 4,452 $206K <0.01% -547 Timeline IYC 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: 504 shares; 2024Q4: 2,082 shares; 2025Q1: 2,198 shares; 2025Q2: 2,216 shares; 2025Q3: 2,277 shares; 2025Q4: 2,124 shares; 2026Q1: 2,125 shares 2,125 $206K <0.01% +1 Timeline OIH 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: 509 shares; 2024Q4: 709 shares; 2025Q1: 1,009 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $206K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 2,071 shares; 2025Q1: 2,197 shares; 2025Q2: 2,785 shares; 2025Q3: 2,552 shares; 2025Q4: 274 shares; 2026Q1: 380 shares 380 $205K <0.01% +106 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 551 shares; 2025Q1: 447 shares; 2025Q2: 31,962 shares; 2025Q3: 3,308 shares; 2025Q4: 4,936 shares; 2026Q1: 7,092 shares 7,092 $204K <0.01% +2,156 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 8,949 shares; 2025Q1: 9,224 shares; 2025Q2: 8,787 shares; 2025Q3: 7,770 shares; 2025Q4: 7,629 shares; 2026Q1: 5,727 shares 5,727 $204K <0.01% -1,902 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 19,320 shares; 2025Q1: 19,320 shares; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $203K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,691 shares; 2024Q4: 90,865 shares; 2025Q1: 88,407 shares; 2025Q2: 43,306 shares; 2025Q3: 31,316 shares; 2025Q4: 31,391 shares; 2026Q1: 29,585 shares 29,585 $203K <0.01% -1,806 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,538 shares; 2025Q1: 1,557 shares; 2025Q2: 1,535 shares; 2025Q3: 2,224 shares; 2025Q4: 3,531 shares; 2026Q1: 3,157 shares 3,157 $203K <0.01% -374 Timeline MUNI 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: 4,666 shares; 2024Q4: 4,848 shares; 2025Q1: 3,607 shares; 2025Q2: 3,412 shares; 2025Q3: 3,476 shares; 2025Q4: 3,445 shares; 2026Q1: 3,881 shares 3,881 $203K <0.01% +436 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,692 shares; 2025Q1: 2,653 shares; 2025Q2: 2,262 shares; 2025Q3: 2,009 shares; 2025Q4: 2,292 shares; 2026Q1: 1,915 shares 1,915 $202K <0.01% -377 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 6,493 shares; 2025Q2: 8,034 shares; 2025Q3: 8,224 shares; 2025Q4: 7,910 shares; 2026Q1: 7,171 shares 7,171 $202K <0.01% -739 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,026 shares; 2025Q1: 1,119 shares; 2025Q2: 1,428 shares; 2025Q3: 854 shares; 2025Q4: 1,047 shares; 2026Q1: 3,059 shares 3,059 $202K <0.01% +2,012 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,699 shares; 2025Q1: 554,022 shares; 2025Q2: 12,121 shares; 2025Q3: 344,765 shares; 2025Q4: 7,103 shares; 2026Q1: 7,042 shares 7,042 $202K <0.01% -61 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 550 shares; 2025Q1: 638 shares; 2025Q2: 244 shares; 2025Q3: 285 shares; 2025Q4: 422 shares; 2026Q1: 642 shares 642 $202K <0.01% +220 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,177 shares; 2025Q1: 5,195 shares; 2025Q2: 5,215 shares; 2025Q3: 5,236 shares; 2025Q4: 5,257 shares; 2026Q1: 5,276 shares 5,276 $202K <0.01% +19 Timeline KORP 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: 4,321 shares 4,321 $201K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,421 shares; 2025Q1: 1,420 shares; 2025Q2: 1,429 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,442 shares 1,442 $200K <0.01% -3 Timeline FEPI 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: 1,458 shares; 2024Q4: 3,133 shares; 2025Q1: 4,182 shares; 2025Q2: 2,582 shares; 2025Q3: 5,672 shares; 2025Q4: 4,953 shares; 2026Q1: 5,025 shares 5,025 $199K <0.01% +72 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 4,965 shares; 2025Q1: 3,229 shares; 2025Q2: 3,287 shares; 2025Q3: 3,277 shares; 2025Q4: 3,529 shares; 2026Q1: 3,732 shares 3,732 $199K <0.01% +203 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 420 shares; 2025Q1: 449 shares; 2025Q2: 304 shares; 2025Q3: 325 shares; 2025Q4: 435 shares; 2026Q1: 1,018 shares 1,018 $199K <0.01% +583 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 2,554 shares; 2025Q1: 1,158 shares; 2025Q2: 729 shares; 2025Q3: 1,003 shares; 2025Q4: 909 shares; 2026Q1: 2,796 shares 2,796 $199K <0.01% +1,887 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,443 shares 10,443 $198K <0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 268 shares; 2025Q1: 697 shares; 2025Q2: 504 shares; 2025Q3: 591 shares; 2025Q4: 313 shares; 2026Q1: 648 shares 648 $197K <0.01% +335 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 3,308 shares; 2025Q2: 3,963 shares; 2025Q3: 4,235 shares; 2025Q4: 4,335 shares; 2026Q1: 4,535 shares 4,535 $197K <0.01% +200 Timeline TCHP 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: 23,980 shares; 2025Q1: 25,120 shares; 2025Q2: 25,120 shares; 2025Q3: 4,610 shares; 2025Q4: 4,674 shares; 2026Q1: 4,424 shares 4,424 $195K <0.01% -250 Timeline IYK 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: 384 shares; 2024Q4: 1,032 shares; 2025Q1: 950 shares; 2025Q2: 1,003 shares; 2025Q3: 2,285 shares; 2025Q4: 3,509 shares; 2026Q1: 2,787 shares 2,787 $195K <0.01% -722 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 439 shares; 2025Q1: 1,044 shares; 2025Q2: 967 shares; 2025Q3: 844 shares; 2025Q4: 745 shares; 2026Q1: 733 shares 733 $194K <0.01% -12 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 1,592 shares; 2025Q1: 3,220 shares; 2025Q2: 2,351 shares; 2025Q3: 1,035 shares; 2025Q4: 1,247 shares; 2026Q1: 1,850 shares 1,850 $194K <0.01% +603 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 3,678 shares; 2025Q1: 3,796 shares; 2025Q2: 9,030 shares; 2025Q3: 23,298 shares; 2025Q4: 23,957 shares; 2026Q1: 23,485 shares 23,485 $194K <0.01% -472 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,740 shares; 2025Q1: 2,280 shares; 2025Q2: 1,512 shares; 2025Q3: 1,522 shares; 2025Q4: 1,934 shares; 2026Q1: 2,019 shares 2,019 $194K <0.01% +85 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 400 shares; 2025Q2: 813 shares; 2025Q3: 5,151 shares; 2025Q4: 5,702 shares; 2026Q1: 7,058 shares 7,058 $194K <0.01% +1,356 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,206 shares; 2025Q1: 1,745 shares; 2025Q2: 4,910 shares; 2025Q3: 3,884 shares; 2025Q4: 2,716 shares; 2026Q1: 2,870 shares 2,870 $192K <0.01% +154 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,832 shares; 2025Q3: 3,994 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $192K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,502 shares; 2025Q1: 1,548 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,402 shares; 2026Q1: 2,137 shares 2,137 $191K <0.01% +735 Timeline TAN 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: 3,428 shares; 2024Q4: 3,920 shares; 2025Q1: 3,170 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,903 shares; 2026Q1: 3,404 shares 3,404 $190K <0.01% +501 Timeline PONY PONY AI INC More: the full row for PONY AI 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: 684 shares; 2025Q4: 6,051 shares; 2026Q1: 20,056 shares 20,056 $189K <0.01% +14,005 Timeline QDPL 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: 2,387 shares; 2024Q4: 2,415 shares; 2025Q1: 2,443 shares; 2025Q2: 4,265 shares; 2025Q3: 4,027 shares; 2025Q4: 4,068 shares; 2026Q1: 4,713 shares 4,713 $189K <0.01% +645 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 4,777 shares; 2026Q1: 7,345 shares 7,345 $189K <0.01% +2,568 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 3,160 shares; 2025Q4: 4,913 shares; 2026Q1: 5,972 shares 5,972 $189K <0.01% +1,059 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 27,133 shares; 2025Q4: 34,335 shares; 2026Q1: 9,528 shares 9,528 $188K <0.01% -24,807 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1,260 shares; 2025Q2: 1,052 shares; 2025Q3: 1,393 shares; 2025Q4: 2,208 shares; 2026Q1: 2,136 shares 2,136 $188K <0.01% -72 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 524 shares; 2025Q1: 541 shares; 2025Q2: 488 shares; 2025Q3: 377 shares; 2025Q4: 108 shares; 2026Q1: 748 shares 748 $188K <0.01% +640 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,684 shares 3,684 $187K <0.01% +126 Timeline DWAS 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: 1,062 shares; 2024Q4: 2,165 shares; 2025Q1: 2,669 shares; 2025Q2: 3,436 shares; 2025Q3: 3,496 shares; 2025Q4: 2,920 shares; 2026Q1: 1,886 shares 1,886 $186K <0.01% -1,034 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,334 shares; 2025Q1: 1,249 shares; 2025Q2: 1,134 shares; 2025Q3: 536 shares; 2025Q4: 308 shares; 2026Q1: 660 shares 660 $186K <0.01% +352 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 0 shares; 2025Q3: 1,810 shares; 2025Q4: 4,845 shares; 2026Q1: 7,830 shares 7,830 $185K <0.01% +2,985 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 710 shares; 2025Q1: 1,211 shares; 2025Q2: 1,838 shares; 2025Q3: 1,718 shares; 2025Q4: 1,746 shares; 2026Q1: 1,693 shares 1,693 $185K <0.01% -53 Timeline AOK 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: 5,356 shares; 2024Q4: 5,430 shares; 2025Q1: 5,398 shares; 2025Q2: 5,418 shares; 2025Q3: 4,829 shares; 2025Q4: 4,630 shares; 2026Q1: 4,644 shares 4,644 $185K <0.01% +14 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 823 shares; 2025Q1: 497 shares; 2025Q2: 510 shares; 2025Q3: 522 shares; 2025Q4: 528 shares; 2026Q1: 541 shares 541 $185K <0.01% +13 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,882 shares; 2025Q1: 1,249 shares; 2025Q2: 1,274 shares; 2025Q3: 1,296 shares; 2025Q4: 1,288 shares; 2026Q1: 1,288 shares 1,288 $185K <0.01% 0 Timeline EALT 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: 2,621 shares; 2025Q3: 3,723 shares; 2025Q4: 4,698 shares; 2026Q1: 5,513 shares 5,513 $185K <0.01% +815 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 483 shares; 2025Q3: 525 shares; 2025Q4: 530 shares; 2026Q1: 1,379 shares 1,379 $185K <0.01% +849 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,005 shares; 2025Q1: 1,678 shares; 2025Q2: 1,682 shares; 2025Q3: 1,622 shares; 2025Q4: 1,694 shares; 2026Q1: 1,287 shares 1,287 $185K <0.01% -407 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,519 shares; 2025Q1: 4,670 shares; 2025Q2: 4,515 shares; 2025Q3: 4,687 shares; 2025Q4: 4,618 shares; 2026Q1: 6,051 shares 6,051 $184K <0.01% +1,433 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 0 shares; 2025Q3: 32 shares; 2025Q4: 6,591 shares; 2026Q1: 10,129 shares 10,129 $184K <0.01% +3,538 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,268 shares; 2025Q1: 1,199 shares; 2025Q2: 1,303 shares; 2025Q3: 1,452 shares; 2025Q4: 1,623 shares; 2026Q1: 1,287 shares 1,287 $184K <0.01% -336 Timeline DAPR 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: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,706 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares 4,621 $184K <0.01% 0 Timeline ZALT 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: 3,237 shares; 2025Q3: 4,227 shares; 2025Q4: 5,167 shares; 2026Q1: 5,647 shares 5,647 $183K <0.01% +480 Timeline FDIS 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: 1,113 shares; 2024Q4: 1,320 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 1,965 shares 1,965 $183K <0.01% -45 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 3,401 shares; 2025Q4: 3,394 shares; 2026Q1: 3,338 shares 3,338 $183K <0.01% -56 Timeline VNM 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: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares; 2025Q4: 10,823 shares; 2026Q1: 10,573 shares 10,573 $183K <0.01% -250 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 4,963 shares; 2025Q1: 3,237 shares; 2025Q2: 1,612 shares; 2025Q3: 1,366 shares; 2025Q4: 1,028 shares; 2026Q1: 1,247 shares 1,247 $182K <0.01% +219 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 480 shares; 2025Q2: 2,143 shares; 2025Q3: 1,974 shares; 2025Q4: 4,835 shares; 2026Q1: 3,832 shares 3,832 $182K <0.01% -1,003 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 242 shares; 2025Q3: 42,732 shares; 2025Q4: 42,777 shares; 2026Q1: 42,968 shares 42,968 $182K <0.01% +191 Timeline EMHY 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: 4,798 shares; 2024Q4: 4,768 shares; 2025Q1: 4,699 shares; 2025Q2: 4,699 shares; 2025Q3: 4,699 shares; 2025Q4: 4,624 shares; 2026Q1: 4,624 shares 4,624 $182K <0.01% 0 Timeline EWZ 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: 1,400 shares; 2024Q4: 1,535 shares; 2025Q1: 3,135 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,160 shares; 2026Q1: 4,729 shares 4,729 $182K <0.01% +569 Timeline OASC 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: 100 shares; 2024Q4: 350 shares; 2025Q1: 835 shares; 2025Q2: 6,308 shares; 2025Q3: 6,343 shares; 2025Q4: 6,224 shares; 2026Q1: 6,088 shares 6,088 $181K <0.01% -136 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 303 shares; 2025Q1: 297 shares; 2025Q2: 100 shares; 2025Q3: 361 shares; 2025Q4: 465 shares; 2026Q1: 562 shares 562 $181K <0.01% +97 Timeline QMAR 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: 6,250 shares; 2024Q4: 6,000 shares; 2025Q1: 5,116 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 5,395 shares 5,395 $181K <0.01% +795 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 117 shares; 2025Q1: 186 shares; 2025Q2: 0 shares; 2025Q3: 16 shares; 2025Q4: 37 shares; 2026Q1: 1,321 shares 1,321 $181K <0.01% +1,284 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 949 shares; 2025Q3: 1,041 shares; 2025Q4: 2,112 shares; 2026Q1: 7,128 shares 7,128 $181K <0.01% +5,016 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 650 shares; 2025Q1: 624 shares; 2025Q2: 263 shares; 2025Q3: 826 shares; 2025Q4: 1,226 shares; 2026Q1: 1,419 shares 1,419 $180K <0.01% +193 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 4,885 shares; 2026Q1: 2,123 shares 2,123 $180K <0.01% -2,762 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,481 shares; 2026Q1: 10,805 shares 10,805 $179K <0.01% +324 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 6,391 shares; 2026Q1: 6,501 shares 6,501 $179K <0.01% +110 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,775 shares; 2025Q4: 1,900 shares; 2026Q1: 2,200 shares 2,200 $179K <0.01% +300 Timeline AVUS 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: 204 shares; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,612 shares 1,612 $179K <0.01% +566 Timeline CFA 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: 2,186 shares; 2024Q4: 2,139 shares; 2025Q1: 2,140 shares; 2025Q2: 2,143 shares; 2025Q3: 1,944 shares; 2025Q4: 1,947 shares; 2026Q1: 1,949 shares 1,949 $178K <0.01% +2 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 12,437 shares; 2025Q4: 3,837 shares; 2026Q1: 11,759 shares 11,759 $178K <0.01% +7,922 Timeline RND 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: 570 shares; 2024Q4: 821 shares; 2025Q1: 1,872 shares; 2025Q2: 4,738 shares; 2025Q3: 4,568 shares; 2025Q4: 6,528 shares; 2026Q1: 6,466 shares 6,466 $177K <0.01% -62 Timeline AVDE 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: 880 shares; 2024Q4: 2,892 shares; 2025Q1: 4,223 shares; 2025Q2: 1,439 shares; 2025Q3: 1,591 shares; 2025Q4: 1,551 shares; 2026Q1: 2,075 shares 2,075 $176K <0.01% +524 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 948 shares; 2025Q3: 848 shares; 2025Q4: 4,323 shares; 2026Q1: 8,814 shares 8,814 $175K <0.01% +4,491 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 77 shares; 2025Q1: 60 shares; 2025Q2: 3,626 shares; 2025Q3: 3,476 shares; 2025Q4: 3,540 shares; 2026Q1: 3,564 shares 3,564 $175K <0.01% +24 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 870 shares; 2025Q2: 724 shares; 2025Q3: 796 shares; 2025Q4: 1,059 shares; 2026Q1: 1,297 shares 1,297 $175K <0.01% +238 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 39,383 shares; 2025Q1: 4,193 shares; 2025Q2: 4,466 shares; 2025Q3: 2,422 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $174K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 7,187 shares; 2025Q1: 10,298 shares; 2025Q2: 10,757 shares; 2025Q3: 8,464 shares; 2025Q4: 9,681 shares; 2026Q1: 4,208 shares 4,208 $173K <0.01% -5,473 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 12,683 shares; 2025Q1: 13,008 shares; 2025Q2: 12,958 shares; 2025Q3: 13,432 shares; 2025Q4: 14,623 shares; 2026Q1: 14,359 shares 14,359 $173K <0.01% -264 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 1,262 shares; 2025Q1: 1,366 shares; 2025Q2: 2,127 shares; 2025Q3: 2,010 shares; 2025Q4: 3,272 shares; 2026Q1: 7,119 shares 7,119 $173K <0.01% +3,847 Timeline DDFN 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: 9,100 shares; 2026Q1: 9,100 shares 9,100 $173K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 282 shares; 2025Q3: 474 shares; 2025Q4: 905 shares; 2026Q1: 780 shares 780 $172K <0.01% -125 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 5,220 shares; 2025Q2: 2,499 shares; 2025Q3: 4,020 shares; 2025Q4: 4,531 shares; 2026Q1: 4,562 shares 4,562 $172K <0.01% +31 Timeline SMOT 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: 1,806 shares; 2024Q4: 6,310 shares; 2025Q1: 6,867 shares; 2025Q2: 7,253 shares; 2025Q3: 4,339 shares; 2025Q4: 4,364 shares; 2026Q1: 4,878 shares 4,878 $172K <0.01% +514 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 3,438 shares; 2025Q1: 4,373 shares; 2025Q2: 4,519 shares; 2025Q3: 4,851 shares; 2025Q4: 3,961 shares; 2026Q1: 3,737 shares 3,737 $171K <0.01% -224 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 318 shares; 2025Q1: 478 shares; 2025Q2: 3,981 shares; 2025Q3: 4,215 shares; 2025Q4: 12,156 shares; 2026Q1: 12,667 shares 12,667 $171K <0.01% +511 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 542 shares; 2025Q1: 1,936 shares; 2025Q2: 1,705 shares; 2025Q3: 4,593 shares; 2025Q4: 4,666 shares; 2026Q1: 2,178 shares 2,178 $171K <0.01% -2,488 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 965 shares; 2025Q2: 3,309 shares; 2025Q3: 5,444 shares; 2025Q4: 5,326 shares; 2026Q1: 4,000 shares 4,000 $170K <0.01% -1,326 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 828 shares; 2025Q1: 832 shares; 2025Q2: 677 shares; 2025Q3: 591 shares; 2025Q4: 3,611 shares; 2026Q1: 2,302 shares 2,302 $170K <0.01% -1,309 Timeline OBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 3,241 shares; 2026Q1: 3,397 shares 3,397 $170K <0.01% +156 Timeline FMAR 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: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: 2,645 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,483 shares; 2026Q1: 3,506 shares 3,506 $170K <0.01% +23 Timeline FSEP 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: 2,454 shares; 2024Q4: 2,560 shares; 2025Q1: 2,144 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,372 shares; 2026Q1: 3,372 shares 3,372 $170K <0.01% 0 Timeline IYY 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: 1,849 shares; 2024Q4: 1,851 shares; 2025Q1: 2,648 shares; 2025Q2: 1,047 shares; 2025Q3: 1,046 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $170K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,099 shares; 2025Q1: 3,133 shares; 2025Q2: 7,183 shares; 2025Q3: 6,704 shares; 2025Q4: 7,650 shares; 2026Q1: 8,000 shares 8,000 $169K <0.01% +350 Timeline TIPZ 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: 200 shares; 2025Q3: 2,467 shares; 2025Q4: 2,593 shares; 2026Q1: 3,165 shares 3,165 $168K <0.01% +572 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 6,718 shares; 2025Q1: 6,736 shares; 2025Q2: 7,265 shares; 2025Q3: 7,284 shares; 2025Q4: 7,813 shares; 2026Q1: 8,563 shares 8,563 $168K <0.01% +750 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,688 shares; 2025Q1: 2,012 shares; 2025Q2: 2,026 shares; 2025Q3: 2,321 shares; 2025Q4: 2,026 shares; 2026Q1: 3,395 shares 3,395 $168K <0.01% +1,369 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 71 shares; 2025Q1: 8,698 shares; 2025Q2: 409 shares; 2025Q3: 619 shares; 2025Q4: 544 shares; 2026Q1: 849 shares 849 $168K <0.01% +305 Timeline KOMP 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: 3,403 shares; 2024Q4: 3,651 shares; 2025Q1: 3,122 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 2,828 shares; 2026Q1: 2,860 shares 2,860 $167K <0.01% +32 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,662 shares; 2025Q1: 2,514 shares; 2025Q2: 2,347 shares; 2025Q3: 1,799 shares; 2025Q4: 2,033 shares; 2026Q1: 2,054 shares 2,054 $167K <0.01% +21 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,146 shares; 2025Q1: 2,089 shares; 2025Q2: 3,208 shares; 2025Q3: 2,274 shares; 2025Q4: 986 shares; 2026Q1: 4,006 shares 4,006 $167K <0.01% +3,020 Timeline DISV 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: 108 shares; 2025Q1: 108 shares; 2025Q2: 1,863 shares; 2025Q3: 4,319 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares 4,223 $167K <0.01% 0 Timeline NSEP 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: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 15,900 shares; 2025Q2: 8,500 shares; 2025Q3: 1,076 shares; 2025Q4: 6,852 shares; 2026Q1: 5,776 shares 5,776 $166K <0.01% -1,076 Timeline