FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 5,502 shares; 2025Q1: 4,336 shares; 2025Q2: 4,638 shares; 2025Q3: not reported; 2025Q4: 10,499 shares; 2026Q1: 24,733 shares 24,733 $1.26M 0.03% +14,234 Timeline SCHA 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: 104,841 shares; 2024Q4: 105,135 shares; 2025Q1: 102,024 shares; 2025Q2: 85,051 shares; 2025Q3: 77,143 shares; 2025Q4: 47,694 shares; 2026Q1: 42,907 shares 42,907 $1.25M 0.03% -4,787 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,371 shares; 2026Q1: 46,647 shares 46,647 $1.25M 0.03% -1,724 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 5,089 shares; 2025Q1: 5,220 shares; 2025Q2: 4,436 shares; 2025Q3: 4,382 shares; 2025Q4: 4,424 shares; 2026Q1: 6,240 shares 6,240 $1.23M 0.03% +1,816 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,674 shares; 2024Q4: 9,310 shares; 2025Q1: 9,839 shares; 2025Q2: 9,105 shares; 2025Q3: 10,663 shares; 2025Q4: 10,556 shares; 2026Q1: 9,792 shares 9,792 $1.23M 0.03% -764 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,751 shares; 2025Q4: 35,944 shares; 2026Q1: 50,744 shares 50,744 $1.22M 0.03% +14,800 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 8,785 shares; 2025Q1: 7,594 shares; 2025Q2: 9,729 shares; 2025Q3: 7,817 shares; 2025Q4: 7,198 shares; 2026Q1: 8,102 shares 8,102 $1.22M 0.03% +904 Timeline EDV 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: 13,480 shares; 2024Q4: 55,460 shares; 2025Q1: 49,732 shares; 2025Q2: 34,096 shares; 2025Q3: 24,221 shares; 2025Q4: 20,502 shares; 2026Q1: 18,711 shares 18,711 $1.22M 0.03% -1,791 Timeline GRID 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: 4,252 shares; 2024Q4: 7,817 shares; 2025Q1: 7,530 shares; 2025Q2: 7,631 shares; 2025Q3: 7,673 shares; 2025Q4: 7,476 shares; 2026Q1: 7,428 shares 7,428 $1.21M 0.03% -48 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,677 shares; 2025Q1: 4,691 shares; 2025Q2: 4,712 shares; 2025Q3: 4,733 shares; 2025Q4: 14,711 shares; 2026Q1: 19,425 shares 19,425 $1.21M 0.03% +4,714 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: 21,965 shares; 2024Q4: 22,483 shares; 2025Q1: 22,300 shares; 2025Q2: 22,477 shares; 2025Q3: 23,011 shares; 2025Q4: 20,850 shares; 2026Q1: 22,954 shares 22,954 $1.21M 0.03% +2,104 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,296 shares; 2026Q1: 47,094 shares 47,094 $1.21M 0.03% +1,798 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,776 shares 34,776 $1.2M 0.03% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,594 shares; 2025Q4: 50,152 shares; 2026Q1: 53,550 shares 53,550 $1.2M 0.03% +3,398 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,132 shares; 2026Q1: 13,269 shares 13,269 $1.2M 0.03% -20,863 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 10,503 shares; 2025Q1: 9,720 shares; 2025Q2: 8,178 shares; 2025Q3: 8,797 shares; 2025Q4: 8,013 shares; 2026Q1: 16,489 shares 16,489 $1.2M 0.03% +8,476 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,745 shares; 2025Q1: 1,905 shares; 2025Q2: 1,927 shares; 2025Q3: 2,002 shares; 2025Q4: 2,015 shares; 2026Q1: 2,186 shares 2,186 $1.2M 0.03% +171 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 13,339 shares; 2025Q1: 9,023 shares; 2025Q2: 7,965 shares; 2025Q3: 7,254 shares; 2025Q4: 7,022 shares; 2026Q1: 12,636 shares 12,636 $1.19M 0.03% +5,614 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,362 shares; 2025Q1: 8,609 shares; 2025Q2: 12,736 shares; 2025Q3: 7,204 shares; 2025Q4: 2,602 shares; 2026Q1: 4,806 shares 4,806 $1.18M 0.03% +2,204 Timeline ASHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,864 shares 35,864 $1.17M 0.03% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 12,097 shares; 2025Q1: 12,929 shares; 2025Q2: 20,969 shares; 2025Q3: 32,367 shares; 2025Q4: 31,914 shares; 2026Q1: 34,593 shares 34,593 $1.17M 0.03% +2,679 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,381 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,153 shares; 2025Q4: 5,174 shares; 2026Q1: 5,175 shares 5,175 $1.17M 0.03% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,795 shares; 2025Q1: 5,069 shares; 2025Q2: 5,324 shares; 2025Q3: 14,724 shares; 2025Q4: 10,819 shares; 2026Q1: 4,445 shares 4,445 $1.14M 0.03% -6,374 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,128 shares; 2024Q4: 47,887 shares; 2025Q1: 44,765 shares; 2025Q2: 42,937 shares; 2025Q3: 42,900 shares; 2025Q4: 27,306 shares; 2026Q1: 26,916 shares 26,916 $1.14M 0.03% -390 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 16,542 shares; 2025Q1: 16,804 shares; 2025Q2: 17,086 shares; 2025Q3: 17,236 shares; 2025Q4: 17,280 shares; 2026Q1: 32,661 shares 32,661 $1.14M 0.03% +15,381 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 10,181 shares; 2025Q1: 8,576 shares; 2025Q2: 9,749 shares; 2025Q3: 6,321 shares; 2025Q4: 5,621 shares; 2026Q1: 5,735 shares 5,735 $1.14M 0.03% +114 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,624 shares; 2025Q1: 10,007 shares; 2025Q2: 9,478 shares; 2025Q3: 10,876 shares; 2025Q4: 12,785 shares; 2026Q1: 14,379 shares 14,379 $1.14M 0.03% +1,594 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,126 shares; 2025Q1: 3,446 shares; 2025Q2: 3,276 shares; 2025Q3: 3,435 shares; 2025Q4: 3,981 shares; 2026Q1: 3,455 shares 3,455 $1.14M 0.03% -526 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 5,534 shares; 2025Q1: 4,351 shares; 2025Q2: 7,337 shares; 2025Q3: 8,001 shares; 2025Q4: 11,413 shares; 2026Q1: 10,956 shares 10,956 $1.13M 0.03% -457 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,034 shares; 2024Q4: 40,169 shares; 2025Q1: 40,497 shares; 2025Q2: 43,407 shares; 2025Q3: 42,347 shares; 2025Q4: 35,351 shares; 2026Q1: 39,296 shares 39,296 $1.13M 0.03% +3,945 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 9,662 shares; 2025Q1: 10,102 shares; 2025Q2: 9,504 shares; 2025Q3: 9,112 shares; 2025Q4: 9,295 shares; 2026Q1: 9,804 shares 9,804 $1.13M 0.03% +509 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,613 shares; 2026Q1: 46,964 shares 46,964 $1.13M 0.03% +351 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,262 shares; 2026Q1: 11,505 shares 11,505 $1.13M 0.03% +1,243 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,193 shares; 2025Q1: 3,453 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,625 shares 29,625 $1.12M 0.03% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 11,682 shares 11,682 $1.12M 0.03% +139 Timeline PXI 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: 34,396 shares; 2024Q4: 35,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,583 shares; 2026Q1: 18,755 shares 18,755 $1.12M 0.03% -2,828 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 2,426 shares; 2025Q1: 2,317 shares; 2025Q2: 1,489 shares; 2025Q3: 1,523 shares; 2025Q4: 1,422 shares; 2026Q1: 4,639 shares 4,639 $1.11M 0.03% +3,217 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: 31,998 shares; 2024Q4: 27,748 shares; 2025Q1: 24,388 shares; 2025Q2: 23,175 shares; 2025Q3: 24,652 shares; 2025Q4: 21,021 shares; 2026Q1: 20,681 shares 20,681 $1.1M 0.03% -340 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,355 shares; 2025Q4: 2,629 shares; 2026Q1: 2,805 shares 2,805 $1.1M 0.03% +176 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 69,463 shares; 2025Q1: 43,040 shares; 2025Q2: 34,042 shares; 2025Q3: 34,457 shares; 2025Q4: 26,597 shares; 2026Q1: 8,503 shares 8,503 $1.09M 0.03% -18,094 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 2,268 shares; 2025Q4: 2,322 shares; 2026Q1: 5,972 shares 5,972 $1.09M 0.03% +3,650 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 7,340 shares; 2025Q1: 8,030 shares; 2025Q2: 7,464 shares; 2025Q3: 8,108 shares; 2025Q4: 7,824 shares; 2026Q1: 6,200 shares 6,200 $1.08M 0.03% -1,624 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 1,685 shares; 2025Q1: 1,629 shares; 2025Q2: 1,592 shares; 2025Q3: 4,023 shares; 2025Q4: 3,759 shares; 2026Q1: 5,685 shares 5,685 $1.08M 0.03% +1,926 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 11,454 shares; 2025Q1: 21,725 shares; 2025Q2: 9,751 shares; 2025Q3: 9,839 shares; 2025Q4: 25,525 shares; 2026Q1: 20,402 shares 20,402 $1.08M 0.03% -5,123 Timeline ARKG 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: 7,944 shares; 2024Q4: 24,507 shares; 2025Q1: 30,492 shares; 2025Q2: 29,369 shares; 2025Q3: 35,784 shares; 2025Q4: 25,085 shares; 2026Q1: 40,642 shares 40,642 $1.07M 0.02% +15,557 Timeline FIXD 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: 120,416 shares; 2024Q4: 131,182 shares; 2025Q1: 29,110 shares; 2025Q2: 27,149 shares; 2025Q3: 26,877 shares; 2025Q4: 26,703 shares; 2026Q1: 24,546 shares 24,546 $1.07M 0.02% -2,157 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: 25,342 shares; 2024Q4: 22,077 shares; 2025Q1: 29,771 shares; 2025Q2: 32,251 shares; 2025Q3: 27,742 shares; 2025Q4: 25,989 shares; 2026Q1: 26,151 shares 26,151 $1.07M 0.02% +162 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,648 shares; 2024Q4: 52,675 shares; 2025Q1: 46,239 shares; 2025Q2: 45,743 shares; 2025Q3: 45,422 shares; 2025Q4: 46,460 shares; 2026Q1: 47,300 shares 47,300 $1.07M 0.02% +840 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: 49,706 shares; 2024Q4: 51,993 shares; 2025Q1: 51,760 shares; 2025Q2: 51,797 shares; 2025Q3: 52,118 shares; 2025Q4: 48,340 shares; 2026Q1: 49,647 shares 49,647 $1.07M 0.02% +1,307 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: 16,973 shares; 2024Q4: 16,900 shares; 2025Q1: 17,684 shares; 2025Q2: 16,989 shares; 2025Q3: 15,797 shares; 2025Q4: 15,951 shares; 2026Q1: 15,207 shares 15,207 $1.06M 0.02% -744 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,481 shares; 2024Q4: 64,876 shares; 2025Q1: 62,088 shares; 2025Q2: 61,234 shares; 2025Q3: 59,680 shares; 2025Q4: 40,176 shares; 2026Q1: 39,960 shares 39,960 $1.06M 0.02% -216 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 7,637 shares; 2025Q1: 9,375 shares; 2025Q2: 9,039 shares; 2025Q3: 9,880 shares; 2025Q4: 10,004 shares; 2026Q1: 15,606 shares 15,606 $1.06M 0.02% +5,602 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 35,069 shares; 2025Q4: 35,759 shares; 2026Q1: 61,961 shares 61,961 $1.06M 0.02% +26,202 Timeline TMSL 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: 10,192 shares; 2025Q3: 10,150 shares; 2025Q4: 10,197 shares; 2026Q1: 28,676 shares 28,676 $1.05M 0.02% +18,479 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 8,360 shares; 2025Q1: 8,209 shares; 2025Q2: 8,206 shares; 2025Q3: 8,051 shares; 2025Q4: 6,928 shares; 2026Q1: 6,943 shares 6,943 $1.05M 0.02% +15 Timeline VYMI 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: 26,194 shares; 2024Q4: 11,412 shares; 2025Q1: 11,067 shares; 2025Q2: 13,643 shares; 2025Q3: 16,204 shares; 2025Q4: 17,066 shares; 2026Q1: 11,102 shares 11,102 $1.05M 0.02% -5,964 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: 286,927 shares; 2024Q4: 337,754 shares; 2025Q1: 349,632 shares; 2025Q2: 352,143 shares; 2025Q3: 365,145 shares; 2025Q4: 372,709 shares; 2026Q1: 102,103 shares 102,103 $1.04M 0.02% -270,606 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 35,909 shares; 2025Q1: 22,288 shares; 2025Q2: 9,723 shares; 2025Q3: 18,407 shares; 2025Q4: 17,965 shares; 2026Q1: 14,008 shares 14,008 $1.03M 0.02% -3,957 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,261 shares; 2026Q1: 19,502 shares 19,502 $1.03M 0.02% -43,759 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,979 shares; 2026Q1: 24,399 shares 24,399 $1.03M 0.02% +14,420 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,921 shares; 2025Q1: 1,858 shares; 2025Q2: 1,844 shares; 2025Q3: 1,839 shares; 2025Q4: 1,813 shares; 2026Q1: 1,968 shares 1,968 $1.03M 0.02% +155 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,602 shares; 2025Q1: 9,687 shares; 2025Q2: 10,767 shares; 2025Q3: 11,317 shares; 2025Q4: 8,389 shares; 2026Q1: 8,863 shares 8,863 $1.03M 0.02% +474 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: not reported; 2025Q2: not reported; 2025Q3: 51,313 shares; 2025Q4: 31,932 shares; 2026Q1: 30,632 shares 30,632 $1.03M 0.02% -1,300 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,181 shares; 2025Q2: 20,493 shares; 2025Q3: 20,713 shares; 2025Q4: 21,635 shares; 2026Q1: 21,341 shares 21,341 $1.02M 0.02% -294 Timeline VOE 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: 7,404 shares; 2024Q4: 5,831 shares; 2025Q1: 5,548 shares; 2025Q2: 4,943 shares; 2025Q3: 4,832 shares; 2025Q4: 3,814 shares; 2026Q1: 5,555 shares 5,555 $1.02M 0.02% +1,741 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,996 shares 6,996 $1.02M 0.02% new Timeline DFUV 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: 20,875 shares; 2024Q4: 20,376 shares; 2025Q1: 20,437 shares; 2025Q2: 20,509 shares; 2025Q3: 20,578 shares; 2025Q4: 20,617 shares; 2026Q1: 21,034 shares 21,034 $1.02M 0.02% +417 Timeline LGLV 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: 10,758 shares; 2024Q4: 5,228 shares; 2025Q1: 7,968 shares; 2025Q2: 8,270 shares; 2025Q3: 8,244 shares; 2025Q4: 5,762 shares; 2026Q1: 5,722 shares 5,722 $1.02M 0.02% -40 Timeline JPST 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: 209,952 shares; 2024Q4: 99,498 shares; 2025Q1: 87,664 shares; 2025Q2: 93,185 shares; 2025Q3: 18,119 shares; 2025Q4: 23,209 shares; 2026Q1: 20,074 shares 20,074 $1.02M 0.02% -3,135 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,359 shares; 2026Q1: 64,409 shares 64,409 $1.01M 0.02% +38,050 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,820 shares; 2024Q4: 20,247 shares; 2025Q1: 22,246 shares; 2025Q2: 25,343 shares; 2025Q3: 14,663 shares; 2025Q4: 14,767 shares; 2026Q1: 14,392 shares 14,392 $1.01M 0.02% -375 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,929 shares; 2024Q4: 13,105 shares; 2025Q1: 13,147 shares; 2025Q2: 14,736 shares; 2025Q3: 14,822 shares; 2025Q4: 15,010 shares; 2026Q1: 18,275 shares 18,275 $1.01M 0.02% +3,265 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: 18,588 shares; 2024Q4: 11,496 shares; 2025Q1: 8,118 shares; 2025Q2: 10,094 shares; 2025Q3: 10,088 shares; 2025Q4: 10,981 shares; 2026Q1: 12,675 shares 12,675 $1.01M 0.02% +1,694 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: not reported; 2024Q4: 27,318 shares; 2025Q1: 21,965 shares; 2025Q2: 19,642 shares; 2025Q3: 20,751 shares; 2025Q4: 18,951 shares; 2026Q1: 17,798 shares 17,798 $992K 0.02% -1,153 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 4,585 shares; 2025Q3: 9,329 shares; 2025Q4: 12,783 shares; 2026Q1: 13,017 shares 13,017 $990K 0.02% +234 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,909 shares; 2024Q4: 129,009 shares; 2025Q1: 129,182 shares; 2025Q2: 127,615 shares; 2025Q3: 126,609 shares; 2025Q4: 119,759 shares; 2026Q1: 114,704 shares 114,704 $989K 0.02% -5,055 Timeline CQQQ 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: 39,485 shares; 2024Q4: 17,196 shares; 2025Q1: 11,755 shares; 2025Q2: 16,722 shares; 2025Q3: 14,852 shares; 2025Q4: 23,484 shares; 2026Q1: 21,407 shares 21,407 $985K 0.02% -2,077 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,535 shares; 2025Q3: 2,616 shares; 2025Q4: 2,692 shares; 2026Q1: 8,751 shares 8,751 $983K 0.02% +6,059 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,309 shares; 2024Q4: 16,849 shares; 2025Q1: 21,274 shares; 2025Q2: 11,518 shares; 2025Q3: 10,464 shares; 2025Q4: 12,276 shares; 2026Q1: 21,276 shares 21,276 $983K 0.02% +9,000 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,083 shares; 2025Q1: 3,160 shares; 2025Q2: 3,188 shares; 2025Q3: 3,241 shares; 2025Q4: 2,619 shares; 2026Q1: 2,834 shares 2,834 $978K 0.02% +215 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 15,637 shares; 2025Q1: 17,871 shares; 2025Q2: 18,084 shares; 2025Q3: 17,254 shares; 2025Q4: 17,255 shares; 2026Q1: 18,044 shares 18,044 $977K 0.02% +789 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,333 shares; 2025Q1: 1,413 shares; 2025Q2: 1,304 shares; 2025Q3: 1,277 shares; 2025Q4: 1,335 shares; 2026Q1: 1,340 shares 1,340 $976K 0.02% +5 Timeline RAAX 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: not reported; 2025Q4: not reported; 2026Q1: 23,729 shares 23,729 $966K 0.02% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,671 shares; 2025Q1: 25,281 shares; 2025Q2: 24,347 shares; 2025Q3: 24,328 shares; 2025Q4: 24,256 shares; 2026Q1: 24,076 shares 24,076 $965K 0.02% -180 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,686 shares; 2025Q1: 3,238 shares; 2025Q2: 3,240 shares; 2025Q3: 3,303 shares; 2025Q4: 2,363 shares; 2026Q1: 2,594 shares 2,594 $962K 0.02% +231 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 3,766 shares; 2025Q1: 3,820 shares; 2025Q2: 3,754 shares; 2025Q3: 3,694 shares; 2025Q4: 4,597 shares; 2026Q1: 4,624 shares 4,624 $959K 0.02% +27 Timeline KGRN KRANESHARES TRUST More: the full row for KRANESHARES 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: 33,490 shares 33,490 $958K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 9,619 shares; 2025Q1: 9,518 shares; 2025Q2: 8,873 shares; 2025Q3: 8,686 shares; 2025Q4: 9,665 shares; 2026Q1: 13,210 shares 13,210 $956K 0.02% +3,545 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 7,192 shares; 2025Q1: 6,005 shares; 2025Q2: 11,325 shares; 2025Q3: 25,450 shares; 2025Q4: 22,579 shares; 2026Q1: 25,867 shares 25,867 $951K 0.02% +3,288 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,372 shares; 2024Q4: 26,990 shares; 2025Q1: 24,253 shares; 2025Q2: 26,620 shares; 2025Q3: 25,956 shares; 2025Q4: 13,672 shares; 2026Q1: 40,846 shares 40,846 $948K 0.02% +27,174 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 8,378 shares; 2026Q1: 8,379 shares 8,379 $945K 0.02% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 7,581 shares; 2025Q1: 7,662 shares; 2025Q2: 8,120 shares; 2025Q3: 8,390 shares; 2025Q4: 8,223 shares; 2026Q1: 9,662 shares 9,662 $944K 0.02% +1,439 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,867 shares; 2025Q1: 2,294 shares; 2025Q2: 4,433 shares; 2025Q3: 4,429 shares; 2025Q4: 4,933 shares; 2026Q1: 5,165 shares 5,165 $942K 0.02% +232 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 15,068 shares; 2025Q1: 14,278 shares; 2025Q2: 15,256 shares; 2025Q3: 13,644 shares; 2025Q4: 13,291 shares; 2026Q1: 12,866 shares 12,866 $941K 0.02% -425 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 15,746 shares; 2025Q1: 14,461 shares; 2025Q2: 14,923 shares; 2025Q3: 15,569 shares; 2025Q4: 12,571 shares; 2026Q1: 18,565 shares 18,565 $940K 0.02% +5,994 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,491 shares; 2025Q1: 1,389 shares; 2025Q2: 1,380 shares; 2025Q3: 1,497 shares; 2025Q4: 1,535 shares; 2026Q1: 3,515 shares 3,515 $938K 0.02% +1,980 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,132 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 1,897 shares; 2025Q4: 1,912 shares; 2026Q1: 2,742 shares 2,742 $937K 0.02% +830 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 4,933 shares; 2025Q1: 5,124 shares; 2025Q2: 4,909 shares; 2025Q3: 5,013 shares; 2025Q4: 4,829 shares; 2026Q1: 4,928 shares 4,928 $934K 0.02% +99 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,709 shares; 2025Q1: 5,644 shares; 2025Q2: 5,744 shares; 2025Q3: 5,679 shares; 2025Q4: 4,095 shares; 2026Q1: 3,925 shares 3,925 $928K 0.02% -170 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 9,049 shares; 2025Q1: 10,927 shares; 2025Q2: 10,593 shares; 2025Q3: 10,655 shares; 2025Q4: 11,512 shares; 2026Q1: 12,328 shares 12,328 $926K 0.02% +816 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: 20,105 shares; 2024Q4: 19,115 shares; 2025Q1: 18,882 shares; 2025Q2: 18,628 shares; 2025Q3: 16,761 shares; 2025Q4: 18,459 shares; 2026Q1: 18,413 shares 18,413 $923K 0.02% -46 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 4,781 shares; 2025Q1: 3,075 shares; 2025Q2: 3,073 shares; 2025Q3: 3,242 shares; 2025Q4: 3,306 shares; 2026Q1: 5,459 shares 5,459 $923K 0.02% +2,153 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,649 shares; 2024Q4: 116,861 shares; 2025Q1: 93,852 shares; 2025Q2: 69,554 shares; 2025Q3: 50,051 shares; 2025Q4: 38,597 shares; 2026Q1: 36,872 shares 36,872 $918K 0.02% -1,725 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,814 shares; 2026Q1: 22,698 shares 22,698 $910K 0.02% +10,884 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,449 shares; 2024Q4: 12,745 shares; 2025Q1: 11,546 shares; 2025Q2: 12,299 shares; 2025Q3: 12,417 shares; 2025Q4: 11,163 shares; 2026Q1: 12,657 shares 12,657 $909K 0.02% +1,494 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 6,385 shares; 2025Q1: 6,461 shares; 2025Q2: 6,376 shares; 2025Q3: 5,840 shares; 2025Q4: 4,023 shares; 2026Q1: 5,254 shares 5,254 $907K 0.02% +1,231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,497 shares 23,497 $898K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 10,978 shares; 2025Q1: 13,240 shares; 2025Q2: 13,481 shares; 2025Q3: 13,657 shares; 2025Q4: 13,979 shares; 2026Q1: 15,739 shares 15,739 $890K 0.02% +1,760 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,370 shares 17,370 $889K 0.02% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 11,258 shares; 2025Q4: 11,111 shares; 2026Q1: 11,078 shares 11,078 $879K 0.02% -33 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: 21,298 shares; 2024Q4: 12,079 shares; 2025Q1: 16,337 shares; 2025Q2: 12,161 shares; 2025Q3: 10,614 shares; 2025Q4: 9,346 shares; 2026Q1: 33,557 shares 33,557 $868K 0.02% +24,211 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,141 shares; 2025Q1: 4,158 shares; 2025Q2: 4,319 shares; 2025Q3: 4,333 shares; 2025Q4: 4,353 shares; 2026Q1: 20,675 shares 20,675 $866K 0.02% +16,322 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: 20,117 shares; 2024Q4: 17,814 shares; 2025Q1: 17,026 shares; 2025Q2: 17,775 shares; 2025Q3: 17,828 shares; 2025Q4: 17,486 shares; 2026Q1: 17,645 shares 17,645 $865K 0.02% +159 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 10,148 shares; 2025Q1: 10,256 shares; 2025Q2: 9,397 shares; 2025Q3: 9,305 shares; 2025Q4: 9,177 shares; 2026Q1: 12,628 shares 12,628 $864K 0.02% +3,451 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 6,028 shares; 2025Q1: 5,581 shares; 2025Q2: 5,897 shares; 2025Q3: 5,941 shares; 2025Q4: 6,005 shares; 2026Q1: 5,892 shares 5,892 $859K 0.02% -113 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,313 shares; 2026Q1: 9,463 shares 9,463 $857K 0.02% -2,850 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,117 shares; 2024Q4: 50,104 shares; 2025Q1: 50,128 shares; 2025Q2: 49,858 shares; 2025Q3: 57,316 shares; 2025Q4: 58,190 shares; 2026Q1: 34,192 shares 34,192 $856K 0.02% -23,998 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 10,383 shares; 2025Q1: 10,210 shares; 2025Q2: 10,855 shares; 2025Q3: 12,606 shares; 2025Q4: 13,918 shares; 2026Q1: 16,445 shares 16,445 $855K 0.02% +2,527 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 5,113 shares; 2025Q2: 18,608 shares; 2025Q3: 19,060 shares; 2025Q4: 7,852 shares; 2026Q1: 6,334 shares 6,334 $853K 0.02% -1,518 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,250 shares; 2024Q4: 20,723 shares; 2025Q1: 14,333 shares; 2025Q2: 10,130 shares; 2025Q3: 12,198 shares; 2025Q4: 11,948 shares; 2026Q1: 7,070 shares 7,070 $849K 0.02% -4,878 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: 5,128 shares; 2024Q4: 4,858 shares; 2025Q1: 4,966 shares; 2025Q2: 4,944 shares; 2025Q3: 4,861 shares; 2025Q4: 4,867 shares; 2026Q1: 4,901 shares 4,901 $848K 0.02% +34 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 4,115 shares; 2025Q1: 4,197 shares; 2025Q2: 4,571 shares; 2025Q3: 4,313 shares; 2025Q4: 4,198 shares; 2026Q1: 4,269 shares 4,269 $846K 0.02% +71 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,318 shares; 2024Q4: 28,611 shares; 2025Q1: 21,247 shares; 2025Q2: 22,555 shares; 2025Q3: 22,398 shares; 2025Q4: 40,068 shares; 2026Q1: 36,910 shares 36,910 $846K 0.02% -3,158 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,165 shares; 2024Q4: 114,331 shares; 2025Q1: 106,931 shares; 2025Q2: 104,531 shares; 2025Q3: 102,231 shares; 2025Q4: 91,431 shares; 2026Q1: 91,431 shares 91,431 $842K 0.02% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,636 shares; 2025Q1: 17,754 shares; 2025Q2: 21,686 shares; 2025Q3: 21,861 shares; 2025Q4: 23,120 shares; 2026Q1: 22,183 shares 22,183 $841K 0.02% -937 Timeline XHB 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: 5,855 shares; 2024Q4: 6,742 shares; 2025Q1: 7,272 shares; 2025Q2: 6,966 shares; 2025Q3: 19,625 shares; 2025Q4: 8,093 shares; 2026Q1: 8,501 shares 8,501 $839K 0.02% +408 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,729 shares 32,729 $837K 0.02% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,348 shares; 2025Q1: 5,069 shares; 2025Q2: 4,918 shares; 2025Q3: 3,124 shares; 2025Q4: 2,674 shares; 2026Q1: 2,566 shares 2,566 $837K 0.02% -108 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 15,040 shares; 2025Q1: 12,251 shares; 2025Q2: 8,103 shares; 2025Q3: 7,505 shares; 2025Q4: 9,065 shares; 2026Q1: 12,831 shares 12,831 $836K 0.02% +3,766 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,921 shares; 2025Q4: 16,362 shares; 2026Q1: 17,959 shares 17,959 $836K 0.02% +1,597 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 2,633 shares; 2025Q1: 2,549 shares; 2025Q2: 2,525 shares; 2025Q3: 2,746 shares; 2025Q4: 2,519 shares; 2026Q1: 2,343 shares 2,343 $836K 0.02% -176 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,919 shares 10,919 $832K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,061 shares; 2025Q1: 3,578 shares; 2025Q2: 3,356 shares; 2025Q3: 3,844 shares; 2025Q4: 3,470 shares; 2026Q1: 2,751 shares 2,751 $828K 0.02% -719 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 9,603 shares; 2025Q1: 9,543 shares; 2025Q2: 9,589 shares; 2025Q3: 9,513 shares; 2025Q4: 8,554 shares; 2026Q1: 8,620 shares 8,620 $827K 0.02% +66 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 2,861 shares; 2025Q1: 3,397 shares; 2025Q2: 4,647 shares; 2025Q3: 5,099 shares; 2025Q4: 3,767 shares; 2026Q1: 4,166 shares 4,166 $826K 0.02% +399 Timeline EBUF 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: 25,739 shares; 2026Q1: 29,401 shares 29,401 $826K 0.02% +3,662 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 26,864 shares; 2025Q1: 29,573 shares; 2025Q2: 23,995 shares; 2025Q3: 22,304 shares; 2025Q4: 23,553 shares; 2026Q1: 23,171 shares 23,171 $822K 0.02% -382 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 3,545 shares; 2025Q1: 3,655 shares; 2025Q2: 3,403 shares; 2025Q3: 3,680 shares; 2025Q4: 3,337 shares; 2026Q1: 3,879 shares 3,879 $820K 0.02% +542 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 2,403 shares; 2025Q1: 2,758 shares; 2025Q2: 3,931 shares; 2025Q3: 4,492 shares; 2025Q4: 4,737 shares; 2026Q1: 5,342 shares 5,342 $816K 0.02% +605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 2,684 shares; 2026Q1: 11,566 shares 11,566 $816K 0.02% +8,882 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 1,851 shares; 2025Q1: 1,872 shares; 2025Q2: 1,922 shares; 2025Q3: 1,787 shares; 2025Q4: 1,646 shares; 2026Q1: 1,983 shares 1,983 $809K 0.02% +337 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,747 shares; 2025Q1: 9,125 shares; 2025Q2: 9,163 shares; 2025Q3: 11,334 shares; 2025Q4: 11,329 shares; 2026Q1: 17,229 shares 17,229 $807K 0.02% +5,900 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,737 shares; 2024Q4: 402,105 shares; 2025Q1: 206,950 shares; 2025Q2: 192,715 shares; 2025Q3: 192,918 shares; 2025Q4: 147,653 shares; 2026Q1: 140,579 shares 140,579 $803K 0.02% -7,074 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 4,555 shares; 2025Q1: 4,431 shares; 2025Q2: 4,114 shares; 2025Q3: 3,661 shares; 2025Q4: 3,601 shares; 2026Q1: 3,713 shares 3,713 $802K 0.02% +112 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: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 8,793 shares; 2025Q2: 8,719 shares; 2025Q3: 8,719 shares; 2025Q4: 8,719 shares; 2026Q1: 8,719 shares 8,719 $798K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 22,022 shares; 2025Q1: 10,736 shares; 2025Q2: 10,749 shares; 2025Q3: 10,772 shares; 2025Q4: 12,170 shares; 2026Q1: 13,998 shares 13,998 $795K 0.02% +1,828 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,935 shares; 2025Q3: 4,012 shares; 2025Q4: 8,859 shares; 2026Q1: 9,485 shares 9,485 $794K 0.02% +626 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,303 shares; 2024Q4: 15,578 shares; 2025Q1: 15,259 shares; 2025Q2: 15,223 shares; 2025Q3: 12,227 shares; 2025Q4: 12,227 shares; 2026Q1: 10,529 shares 10,529 $792K 0.02% -1,698 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 3,141 shares; 2025Q1: 3,208 shares; 2025Q2: 2,810 shares; 2025Q3: 2,808 shares; 2025Q4: 3,573 shares; 2026Q1: 3,780 shares 3,780 $787K 0.02% +207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 7,841 shares; 2025Q4: 8,195 shares; 2026Q1: 8,163 shares 8,163 $784K 0.02% -32 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,811 shares; 2024Q4: 162,882 shares; 2025Q1: 162,661 shares; 2025Q2: 158,190 shares; 2025Q3: 158,196 shares; 2025Q4: 146,203 shares; 2026Q1: 144,823 shares 144,823 $783K 0.02% -1,380 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,015 shares; 2024Q4: 19,649 shares; 2025Q1: 20,334 shares; 2025Q2: 21,110 shares; 2025Q3: 20,426 shares; 2025Q4: 21,603 shares; 2026Q1: 25,788 shares 25,788 $782K 0.02% +4,185 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,345 shares 22,345 $782K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 55,573 shares; 2025Q1: 60,901 shares; 2025Q2: 65,534 shares; 2025Q3: 66,422 shares; 2025Q4: 59,883 shares; 2026Q1: 70,653 shares 70,653 $781K 0.02% +10,770 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,824 shares 32,824 $779K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,172 shares; 2025Q1: 1,196 shares; 2025Q2: 1,276 shares; 2025Q3: 1,574 shares; 2025Q4: 1,595 shares; 2026Q1: 1,793 shares 1,793 $778K 0.02% +198 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,170 shares; 2024Q4: 48,974 shares; 2025Q1: 45,703 shares; 2025Q2: 41,782 shares; 2025Q3: 33,172 shares; 2025Q4: 32,110 shares; 2026Q1: 31,008 shares 31,008 $775K 0.02% -1,102 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,245 shares; 2025Q1: 4,601 shares; 2025Q2: 4,474 shares; 2025Q3: 4,453 shares; 2025Q4: 4,975 shares; 2026Q1: 5,348 shares 5,348 $773K 0.02% +373 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 15,668 shares; 2025Q3: 15,745 shares; 2025Q4: 22,833 shares; 2026Q1: 22,440 shares 22,440 $772K 0.02% -393 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,306 shares; 2025Q1: 14,600 shares; 2025Q2: 10,827 shares; 2025Q3: 27,627 shares; 2025Q4: 21,471 shares; 2026Q1: 23,267 shares 23,267 $769K 0.02% +1,796 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,160 shares; 2026Q1: 19,529 shares 19,529 $766K 0.02% +6,369 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,380 shares 20,380 $764K 0.02% new Timeline BOND 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: 5,863 shares; 2024Q4: 2,265 shares; 2025Q1: 2,268 shares; 2025Q2: 2,444 shares; 2025Q3: 2,699 shares; 2025Q4: 4,210 shares; 2026Q1: 8,277 shares 8,277 $764K 0.02% +4,067 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,780 shares; 2024Q4: 40,680 shares; 2025Q1: 40,680 shares; 2025Q2: 40,680 shares; 2025Q3: 41,680 shares; 2025Q4: 69,075 shares; 2026Q1: 71,052 shares 71,052 $763K 0.02% +1,977 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: 3,219 shares; 2024Q4: 2,996 shares; 2025Q1: 2,875 shares; 2025Q2: 3,041 shares; 2025Q3: 3,042 shares; 2025Q4: 3,598 shares; 2026Q1: 3,643 shares 3,643 $759K 0.02% +45 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,514 shares; 2025Q1: 7,356 shares; 2025Q2: 7,203 shares; 2025Q3: 7,488 shares; 2025Q4: 7,231 shares; 2026Q1: 8,074 shares 8,074 $759K 0.02% +843 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 1,784 shares; 2025Q1: 1,542 shares; 2025Q2: 1,547 shares; 2025Q3: 1,542 shares; 2025Q4: 1,463 shares; 2026Q1: 1,697 shares 1,697 $758K 0.02% +234 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 6,072 shares; 2025Q1: 5,983 shares; 2025Q2: 5,250 shares; 2025Q3: 6,139 shares; 2025Q4: 5,573 shares; 2026Q1: 6,968 shares 6,968 $757K 0.02% +1,395 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,996 shares; 2025Q1: 20,665 shares; 2025Q2: 17,265 shares; 2025Q3: 22,322 shares; 2025Q4: 22,444 shares; 2026Q1: 20,457 shares 20,457 $754K 0.02% -1,987 Timeline DOCT 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: 17,329 shares; 2026Q1: 17,329 shares 17,329 $753K 0.02% 0 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: 29,971 shares; 2024Q4: 15,996 shares; 2025Q1: 16,289 shares; 2025Q2: 16,742 shares; 2025Q3: 15,790 shares; 2025Q4: 15,893 shares; 2026Q1: 15,698 shares 15,698 $751K 0.02% -195 Timeline JSI 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: 5,772 shares; 2025Q4: 16,737 shares; 2026Q1: 14,545 shares 14,545 $750K 0.02% -2,192 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,386 shares; 2025Q4: 2,791 shares; 2026Q1: 2,770 shares 2,770 $749K 0.02% -21 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,404 shares; 2024Q4: 38,277 shares; 2025Q1: 37,515 shares; 2025Q2: 21,528 shares; 2025Q3: 18,730 shares; 2025Q4: 19,096 shares; 2026Q1: 18,975 shares 18,975 $748K 0.02% -121 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: 195,663 shares; 2024Q4: 205,886 shares; 2025Q1: 122,599 shares; 2025Q2: 128,068 shares; 2025Q3: 125,848 shares; 2025Q4: 140,967 shares; 2026Q1: 146,310 shares 146,310 $746K 0.02% +5,343 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: 1,327 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares 1,843 $745K 0.02% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,512 shares 15,512 $743K 0.02% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 14,080 shares; 2025Q1: 12,208 shares; 2025Q2: 12,325 shares; 2025Q3: 12,436 shares; 2025Q4: 14,897 shares; 2026Q1: 16,056 shares 16,056 $742K 0.02% +1,159 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,507 shares; 2024Q4: 76,557 shares; 2025Q1: 76,557 shares; 2025Q2: 74,657 shares; 2025Q3: 74,657 shares; 2025Q4: 67,557 shares; 2026Q1: 67,557 shares 67,557 $740K 0.02% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 40,586 shares; 2025Q3: 29,571 shares; 2025Q4: 11,520 shares; 2026Q1: 11,853 shares 11,853 $736K 0.02% +333 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,310 shares; 2025Q3: 42,529 shares; 2025Q4: 24,648 shares; 2026Q1: 35,966 shares 35,966 $732K 0.02% +11,318 Timeline VONG 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: 28,504 shares; 2024Q4: 19,850 shares; 2025Q1: 13,520 shares; 2025Q2: 6,698 shares; 2025Q3: 7,014 shares; 2025Q4: 7,718 shares; 2026Q1: 6,665 shares 6,665 $731K 0.02% -1,053 Timeline XMPT 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: 10,568 shares; 2025Q1: 10,150 shares; 2025Q2: not reported; 2025Q3: 9,841 shares; 2025Q4: 12,461 shares; 2026Q1: 33,977 shares 33,977 $731K 0.02% +21,516 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,486 shares; 2025Q4: 6,486 shares; 2026Q1: 6,037 shares 6,037 $728K 0.02% -449 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 10,075 shares; 2025Q1: 10,090 shares; 2025Q2: 10,302 shares; 2025Q3: 10,552 shares; 2025Q4: 10,602 shares; 2026Q1: 11,177 shares 11,177 $726K 0.02% +575 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 29,704 shares; 2025Q1: 30,778 shares; 2025Q2: 32,356 shares; 2025Q3: 25,727 shares; 2025Q4: 28,618 shares; 2026Q1: 20,242 shares 20,242 $724K 0.02% -8,376 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 4,417 shares; 2025Q1: 4,269 shares; 2025Q2: 4,034 shares; 2025Q3: 3,913 shares; 2025Q4: 3,687 shares; 2026Q1: 3,878 shares 3,878 $723K 0.02% +191 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,197 shares; 2025Q1: 1,248 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 1,538 shares; 2026Q1: 1,732 shares 1,732 $722K 0.02% +194 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: 10,110 shares; 2025Q1: 10,489 shares; 2025Q2: 9,550 shares; 2025Q3: 9,473 shares; 2025Q4: 8,731 shares; 2026Q1: 16,454 shares 16,454 $721K 0.02% +7,723 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,265 shares; 2025Q1: 4,761 shares; 2025Q2: 16,076 shares; 2025Q3: 16,340 shares; 2025Q4: 15,754 shares; 2026Q1: 15,518 shares 15,518 $720K 0.02% -236 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,986 shares; 2025Q3: 3,141 shares; 2025Q4: 3,752 shares; 2026Q1: 4,244 shares 4,244 $720K 0.02% +492 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,666 shares; 2025Q3: 13,400 shares; 2025Q4: 13,852 shares; 2026Q1: 14,534 shares 14,534 $718K 0.02% +682 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 1,416 shares; 2025Q3: 4,159 shares; 2025Q4: 4,652 shares; 2026Q1: 4,127 shares 4,127 $716K 0.02% -525 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 9,838 shares; 2025Q1: 10,437 shares; 2025Q2: 10,587 shares; 2025Q3: 10,829 shares; 2025Q4: 11,589 shares; 2026Q1: 20,812 shares 20,812 $716K 0.02% +9,223 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,125 shares 26,125 $714K 0.02% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,830 shares; 2024Q4: 33,211 shares; 2025Q1: 33,149 shares; 2025Q2: 21,913 shares; 2025Q3: 21,430 shares; 2025Q4: 21,494 shares; 2026Q1: 19,841 shares 19,841 $713K 0.02% -1,653 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: 5,016 shares; 2024Q4: 4,861 shares; 2025Q1: 4,662 shares; 2025Q2: 5,835 shares; 2025Q3: 5,446 shares; 2025Q4: 4,888 shares; 2026Q1: 6,864 shares 6,864 $711K 0.02% +1,976 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,008 shares; 2024Q4: 21,147 shares; 2025Q1: 21,295 shares; 2025Q2: 21,504 shares; 2025Q3: 21,504 shares; 2025Q4: 21,450 shares; 2026Q1: 23,226 shares 23,226 $709K 0.02% +1,776 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: 11,140 shares; 2024Q4: 5,235 shares; 2025Q1: 5,725 shares; 2025Q2: 5,375 shares; 2025Q3: 1,705 shares; 2025Q4: 1,521 shares; 2026Q1: 3,389 shares 3,389 $704K 0.02% +1,868 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,759 shares; 2024Q4: 14,894 shares; 2025Q1: 12,824 shares; 2025Q2: 13,101 shares; 2025Q3: 13,016 shares; 2025Q4: 13,080 shares; 2026Q1: 12,503 shares 12,503 $702K 0.02% -577 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: 12,101 shares; 2024Q4: 10,421 shares; 2025Q1: 17,089 shares; 2025Q2: 16,951 shares; 2025Q3: 16,290 shares; 2025Q4: 16,329 shares; 2026Q1: 6,868 shares 6,868 $702K 0.02% -9,461 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,151 shares; 2025Q1: 9,164 shares; 2025Q2: 9,164 shares; 2025Q3: 9,014 shares; 2025Q4: 9,014 shares; 2026Q1: 8,889 shares 8,889 $700K 0.02% -125 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: 3,684 shares; 2024Q4: 15,483 shares; 2025Q1: 15,592 shares; 2025Q2: 15,123 shares; 2025Q3: 15,420 shares; 2025Q4: 15,998 shares; 2026Q1: 15,364 shares 15,364 $696K 0.02% -634 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 8,546 shares; 2025Q1: 8,748 shares; 2025Q2: 8,492 shares; 2025Q3: 6,407 shares; 2025Q4: 6,165 shares; 2026Q1: 5,915 shares 5,915 $696K 0.02% -250 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 11,721 shares; 2025Q4: 13,175 shares; 2026Q1: 14,007 shares 14,007 $693K 0.02% +832 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,140 shares 27,140 $693K 0.02% new Timeline POWA 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: 16,183 shares; 2024Q4: 9,743 shares; 2025Q1: 8,974 shares; 2025Q2: 8,604 shares; 2025Q3: 8,540 shares; 2025Q4: 8,448 shares; 2026Q1: 8,034 shares 8,034 $692K 0.02% -414 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,537 shares; 2025Q1: 5,162 shares; 2025Q2: 5,138 shares; 2025Q3: 4,886 shares; 2025Q4: 4,899 shares; 2026Q1: 4,884 shares 4,884 $691K 0.02% -15 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: 9,924 shares; 2024Q4: 8,652 shares; 2025Q1: 8,684 shares; 2025Q2: 8,725 shares; 2025Q3: 7,625 shares; 2025Q4: 7,665 shares; 2026Q1: 7,697 shares 7,697 $688K 0.02% +32 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,392 shares; 2025Q1: 3,060 shares; 2025Q2: 2,508 shares; 2025Q3: 16,888 shares; 2025Q4: 8,750 shares; 2026Q1: 8,639 shares 8,639 $687K 0.02% -111 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 13,730 shares; 2025Q1: 12,611 shares; 2025Q2: 12,813 shares; 2025Q3: 9,950 shares; 2025Q4: 9,571 shares; 2026Q1: 7,398 shares 7,398 $684K 0.02% -2,173 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,366 shares; 2025Q4: 21,471 shares; 2026Q1: 21,746 shares 21,746 $679K 0.02% +275 Timeline HEAL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,437 shares 28,437 $678K 0.02% new Timeline EIPI 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: 19,763 shares; 2025Q3: 25,617 shares; 2025Q4: 29,467 shares; 2026Q1: 30,067 shares 30,067 $676K 0.02% +600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,518 shares; 2025Q4: 25,984 shares; 2026Q1: 26,859 shares 26,859 $674K 0.02% +875 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,145 shares; 2024Q4: 16,406 shares; 2025Q1: 15,140 shares; 2025Q2: 15,302 shares; 2025Q3: 15,329 shares; 2025Q4: 18,007 shares; 2026Q1: 18,747 shares 18,747 $673K 0.02% +740 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: 15,448 shares; 2024Q4: 15,792 shares; 2025Q1: 15,821 shares; 2025Q2: 13,416 shares; 2025Q3: 12,888 shares; 2025Q4: 13,287 shares; 2026Q1: 14,611 shares 14,611 $672K 0.02% +1,324 Timeline FAPR 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: 38,658 shares; 2024Q4: 19,169 shares; 2025Q1: 18,447 shares; 2025Q2: 16,653 shares; 2025Q3: 16,066 shares; 2025Q4: 16,066 shares; 2026Q1: 14,899 shares 14,899 $669K 0.02% -1,167 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 3,255 shares; 2025Q1: 3,024 shares; 2025Q2: 3,571 shares; 2025Q3: 3,712 shares; 2025Q4: 3,755 shares; 2026Q1: 4,297 shares 4,297 $668K 0.02% +542 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,097 shares; 2025Q1: 1,982 shares; 2025Q2: 1,998 shares; 2025Q3: 1,985 shares; 2025Q4: 1,587 shares; 2026Q1: 1,569 shares 1,569 $668K 0.02% -18 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: 900 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 768 shares; 2025Q3: 765 shares; 2025Q4: 608 shares; 2026Q1: 610 shares 610 $666K 0.02% +2 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 6,891 shares; 2025Q4: 6,874 shares; 2026Q1: 7,630 shares 7,630 $663K 0.02% +756 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 7,894 shares; 2025Q1: 7,789 shares; 2025Q2: 7,958 shares; 2025Q3: 7,920 shares; 2025Q4: 7,419 shares; 2026Q1: 8,127 shares 8,127 $658K 0.02% +708 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,657 shares; 2024Q4: 53,239 shares; 2025Q1: 60,571 shares; 2025Q2: 61,866 shares; 2025Q3: 55,480 shares; 2025Q4: 24,191 shares; 2026Q1: 32,995 shares 32,995 $657K 0.02% +8,804 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,440 shares; 2026Q1: 16,778 shares 16,778 $654K 0.02% +3,338 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 11,483 shares; 2025Q1: 11,518 shares; 2025Q2: 10,927 shares; 2025Q3: 11,210 shares; 2025Q4: 9,863 shares; 2026Q1: 11,432 shares 11,432 $651K 0.02% +1,569 HYDB 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: 518,878 shares; 2025Q1: 441,983 shares; 2025Q2: 161,078 shares; 2025Q3: 148,530 shares; 2025Q4: 22,968 shares; 2026Q1: 13,966 shares 13,966 $650K 0.02% -9,002 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 623 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 1,417 shares; 2025Q4: 612 shares; 2026Q1: 661 shares 661 $648K 0.02% +49 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 5,900 shares; 2025Q1: 5,864 shares; 2025Q2: 6,015 shares; 2025Q3: 6,411 shares; 2025Q4: 6,247 shares; 2026Q1: 11,189 shares 11,189 $645K 0.01% +4,942 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,837 shares; 2025Q1: 26,186 shares; 2025Q2: 26,626 shares; 2025Q3: 14,548 shares; 2025Q4: 22,019 shares; 2026Q1: 23,027 shares 23,027 $645K 0.01% +1,008 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 15,381 shares; 2025Q1: 15,632 shares; 2025Q2: 15,295 shares; 2025Q3: 16,302 shares; 2025Q4: 15,640 shares; 2026Q1: 15,165 shares 15,165 $640K 0.01% -475 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,720 shares; 2025Q3: 25,809 shares; 2025Q4: 24,519 shares; 2026Q1: 13,632 shares 13,632 $636K 0.01% -10,887 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 11,339 shares; 2025Q1: 11,482 shares; 2025Q2: 12,644 shares; 2025Q3: 12,741 shares; 2025Q4: 13,233 shares; 2026Q1: 12,549 shares 12,549 $636K 0.01% -684 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,276 shares; 2025Q1: 2,604 shares; 2025Q2: 2,974 shares; 2025Q3: 3,272 shares; 2025Q4: 4,025 shares; 2026Q1: 4,196 shares 4,196 $635K 0.01% +171 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,659 shares; 2025Q3: 8,834 shares; 2025Q4: 11,414 shares; 2026Q1: 12,682 shares 12,682 $635K 0.01% +1,268 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 5,488 shares 5,488 $633K 0.01% +2,460 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 3,576 shares; 2025Q4: 8,291 shares; 2026Q1: 8,171 shares 8,171 $633K 0.01% -120 Timeline NTSI 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: 23,257 shares; 2024Q4: 8,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,259 shares; 2026Q1: 14,327 shares 14,327 $631K 0.01% +68 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 4,087 shares; 2025Q1: 4,203 shares; 2025Q2: 4,276 shares; 2025Q3: 7,780 shares; 2025Q4: 4,623 shares; 2026Q1: 4,106 shares 4,106 $629K 0.01% -517 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,260 shares 34,260 $626K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 4,336 shares; 2025Q1: 4,488 shares; 2025Q2: 6,680 shares; 2025Q3: 7,102 shares; 2025Q4: 6,846 shares; 2026Q1: 6,876 shares 6,876 $626K 0.01% +30 NTSX 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: 22,895 shares; 2024Q4: 8,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,896 shares; 2026Q1: 11,975 shares 11,975 $624K 0.01% +79 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,203 shares 39,203 $624K 0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 8,067 shares; 2025Q4: 11,589 shares; 2026Q1: 18,584 shares 18,584 $620K 0.01% +6,995 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,621 shares; 2025Q3: 22,171 shares; 2025Q4: 18,591 shares; 2026Q1: 13,488 shares 13,488 $619K 0.01% -5,103 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,104 shares; 2025Q1: 5,127 shares; 2025Q2: 4,739 shares; 2025Q3: 4,393 shares; 2025Q4: 9,752 shares; 2026Q1: 10,766 shares 10,766 $614K 0.01% +1,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,021 shares; 2025Q3: 14,111 shares; 2025Q4: 13,894 shares; 2026Q1: 13,315 shares 13,315 $614K 0.01% -579 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 5,464 shares; 2025Q4: 5,469 shares; 2026Q1: 6,573 shares 6,573 $613K 0.01% +1,104 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 12,110 shares 12,110 $613K 0.01% +5,680 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 8,816 shares; 2025Q1: 11,316 shares; 2025Q2: 10,785 shares; 2025Q3: 9,244 shares; 2025Q4: 8,500 shares; 2026Q1: 8,225 shares 8,225 $613K 0.01% -275 Timeline TIP 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: 5,503 shares; 2024Q4: 7,367 shares; 2025Q1: 7,376 shares; 2025Q2: 8,076 shares; 2025Q3: 4,932 shares; 2025Q4: 5,614 shares; 2026Q1: 5,552 shares 5,552 $613K 0.01% -62 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,934 shares; 2025Q1: 6,832 shares; 2025Q2: 6,834 shares; 2025Q3: 6,885 shares; 2025Q4: 6,908 shares; 2026Q1: 3,858 shares 3,858 $613K 0.01% -3,050 Timeline TBIL 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: 130,601 shares; 2024Q4: 88,328 shares; 2025Q1: 22,758 shares; 2025Q2: 25,672 shares; 2025Q3: 18,104 shares; 2025Q4: 18,436 shares; 2026Q1: 12,186 shares 12,186 $608K 0.01% -6,250 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,196 shares; 2025Q1: 7,024 shares; 2025Q2: 7,040 shares; 2025Q3: 6,718 shares; 2025Q4: 6,712 shares; 2026Q1: 6,713 shares 6,713 $603K 0.01% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 129 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 130 shares; 2026Q1: 143 shares 143 $602K 0.01% +13 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 3,153 shares; 2025Q3: 4,005 shares; 2025Q4: 4,159 shares; 2026Q1: 4,597 shares 4,597 $602K 0.01% +438 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,668 shares 24,668 $600K 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: 8,636 shares; 2024Q4: 5,600 shares; 2025Q1: 5,609 shares; 2025Q2: 5,425 shares; 2025Q3: 5,333 shares; 2025Q4: 5,243 shares; 2026Q1: 6,158 shares 6,158 $598K 0.01% +915 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,238 shares; 2025Q2: 11,280 shares; 2025Q3: 11,008 shares; 2025Q4: 15,014 shares; 2026Q1: 17,682 shares 17,682 $598K 0.01% +2,668 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,346 shares; 2025Q1: 2,331 shares; 2025Q2: 2,333 shares; 2025Q3: 2,339 shares; 2025Q4: 1,755 shares; 2026Q1: 1,659 shares 1,659 $596K 0.01% -96 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,686 shares; 2025Q1: 1,646 shares; 2025Q2: 1,645 shares; 2025Q3: 1,662 shares; 2025Q4: 1,704 shares; 2026Q1: 1,373 shares 1,373 $594K 0.01% -331 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,840 shares; 2025Q1: 5,517 shares; 2025Q2: 5,826 shares; 2025Q3: 5,321 shares; 2025Q4: 5,529 shares; 2026Q1: 7,191 shares 7,191 $593K 0.01% +1,662 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,240 shares 49,240 $590K 0.01% new 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: 2,302 shares; 2024Q4: 1,982 shares; 2025Q1: 2,061 shares; 2025Q2: 2,031 shares; 2025Q3: 2,044 shares; 2025Q4: 2,450 shares; 2026Q1: 2,466 shares 2,466 $590K 0.01% +16 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares; 2025Q4: 8,014 shares; 2026Q1: 8,045 shares 8,045 $590K 0.01% +31 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 8,258 shares; 2025Q1: 8,539 shares; 2025Q2: 8,223 shares; 2025Q3: 8,464 shares; 2025Q4: 6,210 shares; 2026Q1: 6,403 shares 6,403 $590K 0.01% +193 Timeline DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE 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: 58,451 shares; 2025Q4: 71,858 shares; 2026Q1: 72,262 shares 72,262 $586K 0.01% +404 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,821 shares; 2025Q1: 4,930 shares; 2025Q2: 4,328 shares; 2025Q3: 4,344 shares; 2025Q4: 4,602 shares; 2026Q1: 4,568 shares 4,568 $586K 0.01% -34 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 9,657 shares; 2025Q1: 9,155 shares; 2025Q2: 8,890 shares; 2025Q3: 8,891 shares; 2025Q4: 8,714 shares; 2026Q1: 8,723 shares 8,723 $583K 0.01% +9 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 12,667 shares; 2025Q1: 12,115 shares; 2025Q2: 12,513 shares; 2025Q3: 12,625 shares; 2025Q4: 12,409 shares; 2026Q1: 12,330 shares 12,330 $580K 0.01% -79 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 3,125 shares; 2025Q1: 5,931 shares; 2025Q2: 5,734 shares; 2025Q3: 10,832 shares; 2025Q4: 9,758 shares; 2026Q1: 5,191 shares 5,191 $578K 0.01% -4,567 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: 7,104 shares; 2024Q4: 5,841 shares; 2025Q1: 5,852 shares; 2025Q2: 4,571 shares; 2025Q3: 4,579 shares; 2025Q4: 4,538 shares; 2026Q1: 4,740 shares 4,740 $578K 0.01% +202 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,704 shares; 2025Q1: 2,814 shares; 2025Q2: 2,991 shares; 2025Q3: 2,925 shares; 2025Q4: 1,933 shares; 2026Q1: 1,985 shares 1,985 $577K 0.01% +52 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,101 shares; 2025Q1: 9,719 shares; 2025Q2: 9,719 shares; 2025Q3: 27,990 shares; 2025Q4: 15,771 shares; 2026Q1: 13,345 shares 13,345 $575K 0.01% -2,426 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,535 shares; 2024Q4: 75,307 shares; 2025Q1: 73,946 shares; 2025Q2: 30,553 shares; 2025Q3: 25,478 shares; 2025Q4: 25,771 shares; 2026Q1: 25,604 shares 25,604 $574K 0.01% -167 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 21,752 shares 21,752 $573K 0.01% -248 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares 14,900 $572K 0.01% new Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,690 shares; 2024Q4: 23,000 shares; 2025Q1: 23,385 shares; 2025Q2: 22,822 shares; 2025Q3: 22,718 shares; 2025Q4: 21,888 shares; 2026Q1: 21,888 shares 21,888 $570K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,620 shares; 2025Q4: 4,348 shares; 2026Q1: 8,216 shares 8,216 $569K 0.01% +3,868 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,431 shares 52,431 $568K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 6,898 shares; 2025Q1: 7,422 shares; 2025Q2: 7,915 shares; 2025Q3: 7,792 shares; 2025Q4: 7,946 shares; 2026Q1: 8,026 shares 8,026 $568K 0.01% +80 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,648 shares; 2025Q1: 1,720 shares; 2025Q2: 1,714 shares; 2025Q3: 1,716 shares; 2025Q4: 1,812 shares; 2026Q1: 1,803 shares 1,803 $566K 0.01% -9 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 12,536 shares; 2025Q1: 10,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,077 shares; 2025Q4: 7,469 shares; 2026Q1: 7,143 shares 7,143 $562K 0.01% -326 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: 12,230 shares; 2024Q4: 7,049 shares; 2025Q1: 7,316 shares; 2025Q2: 6,950 shares; 2025Q3: 6,978 shares; 2025Q4: 6,786 shares; 2026Q1: 6,613 shares 6,613 $559K 0.01% -173 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 14,428 shares; 2025Q1: 14,841 shares; 2025Q2: 9,239 shares; 2025Q3: 12,994 shares; 2025Q4: 9,618 shares; 2026Q1: 10,276 shares 10,276 $554K 0.01% +658 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,058 shares; 2025Q1: 1,930 shares; 2025Q2: 1,737 shares; 2025Q3: 1,841 shares; 2025Q4: 1,852 shares; 2026Q1: 1,993 shares 1,993 $548K 0.01% +141 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 286 shares 286 $547K 0.01% +3 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,514 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,114 shares; 2026Q1: 1,371 shares 1,371 $546K 0.01% +257 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,984 shares; 2025Q4: 14,088 shares; 2026Q1: 11,092 shares 11,092 $545K 0.01% -2,996 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,258 shares; 2024Q4: 61,232 shares; 2025Q1: 60,282 shares; 2025Q2: 57,949 shares; 2025Q3: 57,104 shares; 2025Q4: 57,325 shares; 2026Q1: 57,173 shares 57,173 $542K 0.01% -152 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 9,440 shares; 2025Q1: 5,642 shares; 2025Q2: 5,558 shares; 2025Q3: 5,570 shares; 2025Q4: 5,608 shares; 2026Q1: 5,541 shares 5,541 $542K 0.01% -67 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 14,950 shares; 2025Q1: 15,776 shares; 2025Q2: 13,293 shares; 2025Q3: 12,254 shares; 2025Q4: 12,426 shares; 2026Q1: 45,282 shares 45,282 $539K 0.01% +32,856 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 6,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,305 shares 23,305 $538K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,850 shares 7,850 $537K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 10,401 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 10,864 shares; 2025Q4: 9,367 shares; 2026Q1: 9,536 shares 9,536 $537K 0.01% +169 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: 4,721 shares; 2024Q4: 6,252 shares; 2025Q1: 6,808 shares; 2025Q2: 6,078 shares; 2025Q3: 6,238 shares; 2025Q4: 6,566 shares; 2026Q1: 6,553 shares 6,553 $534K 0.01% -13 Timeline VCSH 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: 39,108 shares; 2024Q4: 24,158 shares; 2025Q1: 21,101 shares; 2025Q2: 18,194 shares; 2025Q3: 15,897 shares; 2025Q4: 8,243 shares; 2026Q1: 6,702 shares 6,702 $531K 0.01% -1,541 Timeline IHDG 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: 8,409 shares; 2024Q4: 9,880 shares; 2025Q1: 11,850 shares; 2025Q2: 10,664 shares; 2025Q3: 11,024 shares; 2025Q4: 11,009 shares; 2026Q1: 11,014 shares 11,014 $530K 0.01% +5 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares 15,600 $530K 0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,607 shares; 2024Q4: 96,268 shares; 2025Q1: 71,416 shares; 2025Q2: 15,778 shares; 2025Q3: 16,548 shares; 2025Q4: 13,948 shares; 2026Q1: 11,734 shares 11,734 $529K 0.01% -2,214 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 12,461 shares; 2025Q1: 11,546 shares; 2025Q2: 22,524 shares; 2025Q3: 23,716 shares; 2025Q4: 25,566 shares; 2026Q1: 25,537 shares 25,537 $529K 0.01% -29 Timeline SOXQ 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: 14,687 shares; 2025Q2: 22,380 shares; 2025Q3: 20,979 shares; 2025Q4: 17,221 shares; 2026Q1: 8,854 shares 8,854 $529K 0.01% -8,367 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,363 shares; 2025Q1: 5,106 shares; 2025Q2: 4,761 shares; 2025Q3: 4,870 shares; 2025Q4: 4,803 shares; 2026Q1: 1,858 shares 1,858 $527K 0.01% -2,945 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,833 shares; 2025Q1: 5,215 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,027 shares; 2026Q1: 4,818 shares 4,818 $527K 0.01% -209 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,933 shares; 2025Q4: 23,473 shares; 2026Q1: 12,220 shares 12,220 $526K 0.01% -11,253 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,112 shares; 2024Q4: 23,795 shares; 2025Q1: 40,570 shares; 2025Q2: 40,489 shares; 2025Q3: 41,743 shares; 2025Q4: 33,398 shares; 2026Q1: 28,713 shares 28,713 $525K 0.01% -4,685 Timeline UOCT 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: 13,685 shares; 2025Q1: 109,770 shares; 2025Q2: 92,511 shares; 2025Q3: 72,687 shares; 2025Q4: 13,731 shares; 2026Q1: 13,731 shares 13,731 $525K 0.01% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,777 shares; 2025Q3: 10,847 shares; 2025Q4: 15,202 shares; 2026Q1: 14,581 shares 14,581 $523K 0.01% -621 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 10,968 shares; 2025Q1: 13,360 shares; 2025Q2: 8,711 shares; 2025Q3: 8,341 shares; 2025Q4: 8,012 shares; 2026Q1: 7,145 shares 7,145 $520K 0.01% -867 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,171 shares; 2025Q1: 2,173 shares; 2025Q2: 2,175 shares; 2025Q3: 2,026 shares; 2025Q4: 2,061 shares; 2026Q1: 2,101 shares 2,101 $519K 0.01% +40 Timeline DGRS 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: 22,577 shares; 2024Q4: 18,389 shares; 2025Q1: 18,500 shares; 2025Q2: 13,136 shares; 2025Q3: 12,723 shares; 2025Q4: 10,915 shares; 2026Q1: 9,792 shares 9,792 $519K 0.01% -1,123 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares 8,072 $518K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,874 shares; 2024Q4: 11,760 shares; 2025Q1: 6,314 shares; 2025Q2: 8,887 shares; 2025Q3: 10,864 shares; 2025Q4: 10,822 shares; 2026Q1: 10,782 shares 10,782 $518K 0.01% -40 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: 2,254 shares; 2024Q4: 2,296 shares; 2025Q1: 2,216 shares; 2025Q2: 2,221 shares; 2025Q3: 1,913 shares; 2025Q4: 1,914 shares; 2026Q1: 2,058 shares 2,058 $516K 0.01% +144 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly 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: 34,125 shares; 2025Q4: 55,323 shares; 2026Q1: 75,993 shares 75,993 $512K 0.01% +20,670 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,308 shares; 2025Q1: 70,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,084 shares 20,084 $512K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,937 shares; 2025Q3: 2,094 shares; 2025Q4: 1,928 shares; 2026Q1: 2,211 shares 2,211 $510K 0.01% +283 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: 1,466 shares; 2024Q4: 1,072 shares; 2025Q1: 1,416 shares; 2025Q2: 1,275 shares; 2025Q3: 1,320 shares; 2025Q4: 1,507 shares; 2026Q1: 1,832 shares 1,832 $509K 0.01% +325 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 12,462 shares; 2025Q1: 11,420 shares; 2025Q2: 11,375 shares; 2025Q3: 10,328 shares; 2025Q4: 10,184 shares; 2026Q1: 9,724 shares 9,724 $509K 0.01% -460 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,774 shares 15,774 $507K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 711 shares; 2026Q1: 743 shares 743 $506K 0.01% +32 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,917 shares; 2025Q4: 7,862 shares; 2026Q1: 7,042 shares 7,042 $504K 0.01% -820 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,829 shares; 2025Q1: 11,340 shares; 2025Q2: 11,422 shares; 2025Q3: 11,711 shares; 2025Q4: 12,449 shares; 2026Q1: 12,433 shares 12,433 $504K 0.01% -16 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,655 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,541 shares; 2025Q4: 3,631 shares; 2026Q1: 5,368 shares 5,368 $503K 0.01% +1,737 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,948 shares; 2025Q2: 12,514 shares; 2025Q3: 13,154 shares; 2025Q4: 14,656 shares; 2026Q1: 15,586 shares 15,586 $502K 0.01% +930 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: 12,795 shares; 2024Q4: 11,400 shares; 2025Q1: 11,618 shares; 2025Q2: 6,589 shares; 2025Q3: 6,597 shares; 2025Q4: 10,503 shares; 2026Q1: 10,803 shares 10,803 $502K 0.01% +300 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,561 shares; 2024Q4: 108,450 shares; 2025Q1: 18,132 shares; 2025Q2: 10,593 shares; 2025Q3: 6,632 shares; 2025Q4: 5,089 shares; 2026Q1: 11,102 shares 11,102 $500K 0.01% +6,013 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,735 shares; 2025Q1: 11,709 shares; 2025Q2: 11,709 shares; 2025Q3: 11,657 shares; 2025Q4: 11,645 shares; 2026Q1: 11,657 shares 11,657 $500K 0.01% +12 Timeline KTEC KRANESHARES TRUST More: the full row for KRANESHARES 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: 20,613 shares 20,613 $499K 0.01% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,748 shares; 2026Q1: 10,000 shares 10,000 $497K 0.01% +2,252 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: 3,295 shares; 2024Q4: 3,097 shares; 2025Q1: 3,362 shares; 2025Q2: 3,418 shares; 2025Q3: 3,309 shares; 2025Q4: 3,341 shares; 2026Q1: 3,558 shares 3,558 $497K 0.01% +217 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: not reported; 2024Q4: 20,050 shares; 2025Q1: 18,713 shares; 2025Q2: 15,583 shares; 2025Q3: 14,273 shares; 2025Q4: 14,025 shares; 2026Q1: 14,108 shares 14,108 $496K 0.01% +83 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 6,922 shares; 2025Q1: 7,293 shares; 2025Q2: 7,640 shares; 2025Q3: 7,498 shares; 2025Q4: 7,594 shares; 2026Q1: 6,959 shares 6,959 $495K 0.01% -635 Timeline CATH 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: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 4,888 shares; 2025Q2: 5,559 shares; 2025Q3: 5,678 shares; 2025Q4: 6,104 shares; 2026Q1: 6,314 shares 6,314 $493K 0.01% +210 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: 56,502 shares; 2025Q4: 56,447 shares; 2026Q1: 54,564 shares 54,564 $492K 0.01% -1,883 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,214 shares; 2025Q4: 2,481 shares; 2026Q1: 2,503 shares 2,503 $491K 0.01% +22 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,078 shares; 2025Q1: 5,914 shares; 2025Q2: 7,144 shares; 2025Q3: 4,341 shares; 2025Q4: 6,113 shares; 2026Q1: 6,863 shares 6,863 $490K 0.01% +750 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 6,746 shares; 2025Q1: 6,690 shares; 2025Q2: 6,283 shares; 2025Q3: 6,164 shares; 2025Q4: 6,438 shares; 2026Q1: 6,750 shares 6,750 $489K 0.01% +312 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 2,260 shares; 2025Q1: 2,306 shares; 2025Q2: 2,251 shares; 2025Q3: 2,309 shares; 2025Q4: 2,758 shares; 2026Q1: 2,808 shares 2,808 $487K 0.01% +50 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,326 shares; 2025Q1: 3,319 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares; 2025Q4: 3,367 shares; 2026Q1: 3,421 shares 3,421 $486K 0.01% +54 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 4,892 shares; 2025Q1: 7,671 shares; 2025Q2: 7,740 shares; 2025Q3: 7,659 shares; 2025Q4: 7,795 shares; 2026Q1: 7,329 shares 7,329 $486K 0.01% -466 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,855 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,061 shares; 2025Q4: 1,764 shares; 2026Q1: 1,939 shares 1,939 $486K 0.01% +175 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: 18,556 shares; 2024Q4: 20,295 shares; 2025Q1: 17,328 shares; 2025Q2: 13,768 shares; 2025Q3: 14,531 shares; 2025Q4: 14,031 shares; 2026Q1: 14,594 shares 14,594 $485K 0.01% +563 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,422 shares; 2024Q4: 116,657 shares; 2025Q1: 78,252 shares; 2025Q2: 57,784 shares; 2025Q3: 56,884 shares; 2025Q4: 17,210 shares; 2026Q1: 16,104 shares 16,104 $484K 0.01% -1,106 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,399 shares; 2024Q4: 43,854 shares; 2025Q1: 43,859 shares; 2025Q2: 43,865 shares; 2025Q3: 11,576 shares; 2025Q4: 11,581 shares; 2026Q1: 12,390 shares 12,390 $481K 0.01% +809 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,426 shares; 2025Q1: 2,529 shares; 2025Q2: 2,642 shares; 2025Q3: 2,634 shares; 2025Q4: 2,199 shares; 2026Q1: 1,129 shares 1,129 $479K 0.01% -1,070 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 32,859 shares; 2025Q1: 10,823 shares; 2025Q2: 4,590 shares; 2025Q3: 4,948 shares; 2025Q4: 5,241 shares; 2026Q1: 4,411 shares 4,411 $478K 0.01% -830 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 2,957 shares; 2025Q1: 2,853 shares; 2025Q2: 2,801 shares; 2025Q3: 5,516 shares; 2025Q4: 2,879 shares; 2026Q1: 6,099 shares 6,099 $476K 0.01% +3,220 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: 4,795 shares; 2024Q4: 4,787 shares; 2025Q1: 4,726 shares; 2025Q2: 4,711 shares; 2025Q3: 5,507 shares; 2025Q4: 5,665 shares; 2026Q1: 5,648 shares 5,648 $471K 0.01% -17 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 9,207 shares; 2025Q1: 4,921 shares; 2025Q2: 4,928 shares; 2025Q3: 6,126 shares; 2025Q4: 7,462 shares; 2026Q1: 9,350 shares 9,350 $471K 0.01% +1,888 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,304 shares; 2025Q1: 2,676 shares; 2025Q2: 2,472 shares; 2025Q3: 2,551 shares; 2025Q4: 2,375 shares; 2026Q1: 2,209 shares 2,209 $464K 0.01% -166 Timeline PSCE 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: 35,984 shares; 2024Q4: 27,745 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares; 2025Q4: 6,888 shares; 2026Q1: 7,555 shares 7,555 $461K 0.01% +667 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 5,050 shares; 2025Q1: 5,247 shares; 2025Q2: 5,425 shares; 2025Q3: 5,225 shares; 2025Q4: 5,250 shares; 2026Q1: 5,099 shares 5,099 $459K 0.01% -151 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $458K 0.01% new 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: not reported; 2024Q4: 1,531 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,484 shares; 2025Q4: 1,467 shares; 2026Q1: 3,370 shares 3,370 $457K 0.01% +1,903 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: 5,906 shares; 2024Q4: 5,936 shares; 2025Q1: 5,995 shares; 2025Q2: 5,831 shares; 2025Q3: 5,823 shares; 2025Q4: 5,750 shares; 2026Q1: 6,245 shares 6,245 $456K 0.01% +495 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 2,957 shares; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,588 shares; 2025Q4: 2,400 shares; 2026Q1: 5,668 shares 5,668 $456K 0.01% +3,268 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 682 shares; 2025Q1: 620 shares; 2025Q2: 643 shares; 2025Q3: 614 shares; 2025Q4: 593 shares; 2026Q1: 587 shares 587 $453K 0.01% -6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,622 shares; 2025Q4: 3,163 shares; 2026Q1: 3,575 shares 3,575 $452K 0.01% +412 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 8,064 shares; 2025Q1: 7,777 shares; 2025Q2: 6,876 shares; 2025Q3: 6,749 shares; 2025Q4: 6,368 shares; 2026Q1: 7,768 shares 7,768 $448K 0.01% +1,400 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 2,982 shares; 2026Q1: 5,707 shares 5,707 $447K 0.01% +2,725 Timeline FXD 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: 8,580 shares; 2024Q4: 7,600 shares; 2025Q1: 7,572 shares; 2025Q2: 7,537 shares; 2025Q3: 6,941 shares; 2025Q4: 6,950 shares; 2026Q1: 6,961 shares 6,961 $446K 0.01% +11 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,167 shares; 2024Q4: 9,975 shares; 2025Q1: 9,970 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,180 shares; 2026Q1: 8,492 shares 8,492 $446K 0.01% -688 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,476 shares 8,476 $445K 0.01% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,815 shares; 2024Q4: 4,403 shares; 2025Q1: 3,334 shares; 2025Q2: 6,639 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,187 shares 6,187 $444K 0.01% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,155 shares; 2025Q3: 21,103 shares; 2025Q4: 20,947 shares; 2026Q1: 21,211 shares 21,211 $441K 0.01% +264 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 4,733 shares; 2025Q1: 4,733 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,544 shares; 2026Q1: 4,407 shares 4,407 $441K 0.01% -137 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,088 shares 21,088 $438K 0.01% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 14,785 shares; 2025Q1: 15,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,435 shares; 2025Q4: 14,935 shares; 2026Q1: 15,435 shares 15,435 $437K 0.01% +500 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,726 shares; 2026Q1: 22,505 shares 22,505 $437K 0.01% -5,221 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares 3,353 $436K 0.01% new Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 57,261 shares; 2025Q3: 57,220 shares; 2025Q4: 57,220 shares; 2026Q1: 57,220 shares 57,220 $435K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 25,133 shares; 2025Q1: 24,335 shares; 2025Q2: 23,322 shares; 2025Q3: 15,819 shares; 2025Q4: 18,497 shares; 2026Q1: 15,776 shares 15,776 $433K 0.01% -2,721 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,775 shares; 2026Q1: 12,250 shares 12,250 $433K 0.01% +475 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: 2,298 shares; 2024Q4: 2,200 shares; 2025Q1: 2,202 shares; 2025Q2: 2,165 shares; 2025Q3: 2,178 shares; 2025Q4: 2,111 shares; 2026Q1: 1,863 shares 1,863 $432K 0.01% -248 Timeline LCTU 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: 3,895 shares; 2024Q4: 4,192 shares; 2025Q1: 3,805 shares; 2025Q2: 3,763 shares; 2025Q3: 3,946 shares; 2025Q4: 3,929 shares; 2026Q1: 6,149 shares 6,149 $431K 0.01% +2,220 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 21,584 shares; 2025Q1: 17,164 shares; 2025Q2: 18,581 shares; 2025Q3: 18,042 shares; 2025Q4: 16,753 shares; 2026Q1: 16,255 shares 16,255 $431K 0.01% -498 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: 4,383 shares; 2024Q4: 4,366 shares; 2025Q1: 4,257 shares; 2025Q2: 5,052 shares; 2025Q3: 5,010 shares; 2025Q4: 5,109 shares; 2026Q1: 6,215 shares 6,215 $431K 0.01% +1,106 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,138 shares; 2024Q4: 21,461 shares; 2025Q1: 25,520 shares; 2025Q2: 28,408 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares; 2026Q1: 33,571 shares 33,571 $430K 0.01% -1,989 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,363 shares; 2025Q1: 2,384 shares; 2025Q2: 2,281 shares; 2025Q3: 2,087 shares; 2025Q4: 7,636 shares; 2026Q1: 7,656 shares 7,656 $427K 0.01% +20 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,893 shares; 2026Q1: 16,011 shares 16,011 $425K 0.01% +7,118 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: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,056 shares 2,056 $425K 0.01% +1 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 9,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,163 shares; 2025Q4: not reported; 2026Q1: 15,541 shares 15,541 $425K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,548 shares; 2025Q1: 1,497 shares; 2025Q2: 1,475 shares; 2025Q3: 1,277 shares; 2025Q4: 1,348 shares; 2026Q1: 1,353 shares 1,353 $422K 0.01% +5 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 12,948 shares; 2025Q1: 14,391 shares; 2025Q2: 14,559 shares; 2025Q3: 14,959 shares; 2025Q4: 15,859 shares; 2026Q1: 8,094 shares 8,094 $421K 0.01% -7,765 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 11,119 shares; 2025Q1: 11,409 shares; 2025Q2: 14,034 shares; 2025Q3: 10,186 shares; 2025Q4: 3,953 shares; 2026Q1: 3,331 shares 3,331 $421K 0.01% -622 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 21,498 shares; 2025Q1: 21,379 shares; 2025Q2: 18,110 shares; 2025Q3: 18,548 shares; 2025Q4: 18,955 shares; 2026Q1: 18,914 shares 18,914 $420K 0.01% -41 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 14,909 shares; 2025Q1: 14,582 shares; 2025Q2: 10,676 shares; 2025Q3: 14,031 shares; 2025Q4: 10,203 shares; 2026Q1: 7,702 shares 7,702 $420K 0.01% -2,501 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,707 shares; 2025Q3: 8,802 shares; 2025Q4: 12,891 shares; 2026Q1: 15,929 shares 15,929 $418K 0.01% +3,038 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: 46,221 shares; 2024Q4: 27,187 shares; 2025Q1: 18,542 shares; 2025Q2: 19,946 shares; 2025Q3: 20,356 shares; 2025Q4: 23,143 shares; 2026Q1: 22,602 shares 22,602 $416K 0.01% -541 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,112 shares; 2025Q3: 1,069 shares; 2025Q4: 1,128 shares; 2026Q1: 1,094 shares 1,094 $416K 0.01% -34 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,829 shares 3,829 $416K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 1,888 shares; 2025Q1: 1,895 shares; 2025Q2: 1,870 shares; 2025Q3: 2,083 shares; 2025Q4: 1,963 shares; 2026Q1: 2,008 shares 2,008 $415K 0.01% +45 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,052 shares 3,052 $414K 0.01% new Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,441 shares; 2024Q4: 118,691 shares; 2025Q1: 118,691 shares; 2025Q2: 115,391 shares; 2025Q3: 115,391 shares; 2025Q4: 112,091 shares; 2026Q1: 37,366 shares 37,366 $413K 0.01% -74,725 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,483 shares 3,483 $412K 0.01% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares 2,875 $409K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,574 shares; 2024Q4: 98,287 shares; 2025Q1: 98,434 shares; 2025Q2: 97,489 shares; 2025Q3: 97,489 shares; 2025Q4: 92,978 shares; 2026Q1: 92,978 shares 92,978 $408K 0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,651 shares; 2025Q1: 68,376 shares; 2025Q2: 69,263 shares; 2025Q3: 67,156 shares; 2025Q4: 67,156 shares; 2026Q1: 114,782 shares 114,782 $407K 0.01% +47,626 Timeline AMLP 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: 10,573 shares; 2024Q4: 9,943 shares; 2025Q1: 8,570 shares; 2025Q2: 11,422 shares; 2025Q3: 8,553 shares; 2025Q4: 10,027 shares; 2026Q1: 7,715 shares 7,715 $406K 0.01% -2,312 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,161 shares; 2025Q1: 10,181 shares; 2025Q2: 10,203 shares; 2025Q3: 10,109 shares; 2025Q4: not reported; 2026Q1: 33,651 shares 33,651 $406K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,741 shares; 2025Q4: 22,046 shares; 2026Q1: 23,792 shares 23,792 $404K 0.01% +1,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,358 shares; 2026Q1: 1,929 shares 1,929 $403K 0.01% +571 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: 2,201 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 2,095 shares; 2025Q3: 2,102 shares; 2025Q4: 2,153 shares; 2026Q1: 2,179 shares 2,179 $403K 0.01% +26 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,545 shares; 2025Q1: 9,589 shares; 2025Q2: 9,647 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares; 2026Q1: 9,801 shares 9,801 $400K 0.01% +50 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,903 shares; 2025Q1: 8,635 shares; 2025Q2: 7,809 shares; 2025Q3: 8,239 shares; 2025Q4: 9,583 shares; 2026Q1: 9,944 shares 9,944 $399K 0.01% +361 Timeline IJJ 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: 5,571 shares; 2024Q4: 4,147 shares; 2025Q1: 3,570 shares; 2025Q2: 3,346 shares; 2025Q3: 3,416 shares; 2025Q4: 3,232 shares; 2026Q1: 2,992 shares 2,992 $396K 0.01% -240 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: 13,278 shares; 2025Q3: 9,191 shares; 2025Q4: 10,192 shares; 2026Q1: 9,699 shares 9,699 $396K 0.01% -493 Timeline ILDR 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: 13,260 shares 13,260 $395K 0.01% new 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: 40,714 shares; 2024Q4: 21,959 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,564 shares 7,564 $395K 0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly 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: 12,639 shares; 2026Q1: 13,080 shares 13,080 $394K 0.01% +441 Timeline CGMS 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: 8,332 shares; 2025Q3: 8,469 shares; 2025Q4: 11,038 shares; 2026Q1: 14,450 shares 14,450 $393K 0.01% +3,412 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: 1,813 shares; 2024Q4: 1,442 shares; 2025Q1: 1,620 shares; 2025Q2: 6,131 shares; 2025Q3: 6,317 shares; 2025Q4: 5,928 shares; 2026Q1: 5,841 shares 5,841 $392K 0.01% -87 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $391K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,885 shares; 2025Q1: 2,927 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 2,722 shares; 2026Q1: 2,488 shares 2,488 $391K 0.01% -234 Timeline AFLG 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: 5,512 shares; 2025Q3: 5,429 shares; 2025Q4: 5,403 shares; 2026Q1: 10,138 shares 10,138 $391K 0.01% +4,735 Timeline USTB 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: 14,299 shares; 2024Q4: 12,599 shares; 2025Q1: 9,799 shares; 2025Q2: 10,299 shares; 2025Q3: 10,299 shares; 2025Q4: 9,829 shares; 2026Q1: 7,722 shares 7,722 $391K 0.01% -2,107 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 10,176 shares; 2025Q1: 10,498 shares; 2025Q2: 10,482 shares; 2025Q3: 11,143 shares; 2025Q4: 10,468 shares; 2026Q1: 11,594 shares 11,594 $390K 0.01% +1,126 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 29,753 shares; 2025Q1: 24,505 shares; 2025Q2: 24,904 shares; 2025Q3: 22,383 shares; 2025Q4: 20,514 shares; 2026Q1: 7,736 shares 7,736 $389K 0.01% -12,778 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,338 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,323 shares; 2025Q4: 1,273 shares; 2026Q1: 1,937 shares 1,937 $389K 0.01% +664 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: not reported; 2025Q1: 4,937 shares; 2025Q2: not reported; 2025Q3: 5,923 shares; 2025Q4: 6,696 shares; 2026Q1: 7,564 shares 7,564 $389K 0.01% +868 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,684 shares; 2025Q3: 7,728 shares; 2025Q4: 8,445 shares; 2026Q1: 8,710 shares 8,710 $388K 0.01% +265 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: 31,991 shares; 2026Q1: 30,999 shares 30,999 $388K 0.01% -992 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,044 shares; 2024Q4: 9,101 shares; 2025Q1: 7,551 shares; 2025Q2: 6,957 shares; 2025Q3: 7,101 shares; 2025Q4: 9,682 shares; 2026Q1: 9,503 shares 9,503 $385K 0.01% -179 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,043 shares; 2025Q1: 8,622 shares; 2025Q2: 8,635 shares; 2025Q3: 8,732 shares; 2025Q4: 8,170 shares; 2026Q1: 8,213 shares 8,213 $383K 0.01% +43 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 8,639 shares; 2025Q1: 8,537 shares; 2025Q2: 7,938 shares; 2025Q3: 7,940 shares; 2025Q4: 7,944 shares; 2026Q1: 7,944 shares 7,944 $376K 0.01% 0 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,721 shares; 2025Q4: 13,721 shares; 2026Q1: 19,296 shares 19,296 $376K 0.01% +5,575 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 5,868 shares; 2025Q4: 6,274 shares; 2026Q1: 5,517 shares 5,517 $376K 0.01% -757 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,106 shares; 2025Q4: 8,790 shares; 2026Q1: 8,824 shares 8,824 $374K 0.01% +34 Timeline CPTL 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: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 8,052 shares; 2025Q2: 8,077 shares; 2025Q3: 8,444 shares; 2025Q4: 8,521 shares; 2026Q1: 9,010 shares 9,010 $374K 0.01% +489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,894 shares 1,894 $374K 0.01% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122 shares; 2025Q4: 8,546 shares; 2026Q1: 7,367 shares 7,367 $374K 0.01% -1,179 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 6,787 shares; 2025Q1: 6,780 shares; 2025Q2: 6,570 shares; 2025Q3: 6,541 shares; 2025Q4: 6,907 shares; 2026Q1: 6,833 shares 6,833 $370K 0.01% -74 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 8,925 shares; 2025Q1: 8,736 shares; 2025Q2: 8,736 shares; 2025Q3: 8,605 shares; 2025Q4: 8,491 shares; 2026Q1: 8,458 shares 8,458 $369K 0.01% -33 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,781 shares; 2025Q1: 5,113 shares; 2025Q2: 2,715 shares; 2025Q3: 2,399 shares; 2025Q4: 3,216 shares; 2026Q1: 3,439 shares 3,439 $366K 0.01% +223 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 4,330 shares; 2025Q1: 4,148 shares; 2025Q2: 4,894 shares; 2025Q3: 5,050 shares; 2025Q4: 17,977 shares; 2026Q1: 4,911 shares 4,911 $366K 0.01% -13,066 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 6,799 shares; 2025Q1: 6,942 shares; 2025Q2: 6,946 shares; 2025Q3: 5,862 shares; 2025Q4: 5,340 shares; 2026Q1: 5,888 shares 5,888 $365K 0.01% +548 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,644 shares; 2025Q1: 4,491 shares; 2025Q2: 4,288 shares; 2025Q3: 4,359 shares; 2025Q4: 4,404 shares; 2026Q1: 4,803 shares 4,803 $364K 0.01% +399 Timeline JBBB 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: 8,315 shares; 2025Q2: 7,840 shares; 2025Q3: 8,215 shares; 2025Q4: 7,911 shares; 2026Q1: 7,774 shares 7,774 $362K 0.01% -137 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,758 shares; 2025Q4: 40,768 shares; 2026Q1: 14,614 shares 14,614 $362K 0.01% -26,154 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,614 shares; 2025Q3: 12,927 shares; 2025Q4: 12,727 shares; 2026Q1: 3,854 shares 3,854 $361K 0.01% -8,873 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 7,647 shares; 2025Q1: 7,971 shares; 2025Q2: 7,729 shares; 2025Q3: 7,227 shares; 2025Q4: 7,466 shares; 2026Q1: 6,550 shares 6,550 $358K 0.01% -916 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: not reported; 2025Q2: 5,759 shares; 2025Q3: 5,005 shares; 2025Q4: 5,738 shares; 2026Q1: 7,185 shares 7,185 $356K 0.01% +1,447 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,036 shares; 2025Q1: 1,429 shares; 2025Q2: 2,251 shares; 2025Q3: 2,651 shares; 2025Q4: 2,254 shares; 2026Q1: 2,371 shares 2,371 $356K 0.01% +117 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,418 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,283 shares 8,283 $354K 0.01% +183 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,961 shares 11,961 $353K 0.01% new 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: 4,592 shares; 2024Q4: 3,398 shares; 2025Q1: 2,809 shares; 2025Q2: 2,590 shares; 2025Q3: 2,609 shares; 2025Q4: 3,221 shares; 2026Q1: 3,293 shares 3,293 $352K 0.01% +72 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: 61,314 shares; 2024Q4: 52,874 shares; 2025Q1: 57,469 shares; 2025Q2: 81,298 shares; 2025Q3: 82,263 shares; 2025Q4: 37,068 shares; 2026Q1: 12,043 shares 12,043 $351K 0.01% -25,025 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,687 shares; 2024Q4: 22,081 shares; 2025Q1: 23,978 shares; 2025Q2: 19,419 shares; 2025Q3: 17,047 shares; 2025Q4: 17,404 shares; 2026Q1: 18,778 shares 18,778 $351K 0.01% +1,374 Timeline REMX 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: 13,563 shares; 2025Q2: 10,493 shares; 2025Q3: 9,309 shares; 2025Q4: 5,762 shares; 2026Q1: 3,983 shares 3,983 $350K 0.01% -1,779 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,348 shares; 2025Q3: 12,231 shares; 2025Q4: 10,933 shares; 2026Q1: 4,377 shares 4,377 $350K 0.01% -6,556 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,640 shares; 2025Q2: 8,795 shares; 2025Q3: 9,214 shares; 2025Q4: 9,381 shares; 2026Q1: 1,470 shares 1,470 $350K 0.01% -7,911 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,955 shares; 2026Q1: 7,436 shares 7,436 $349K 0.01% +481 Timeline FXG 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: 159,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,827 shares; 2026Q1: 5,483 shares 5,483 $349K 0.01% -344 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,860 shares; 2024Q4: 37,360 shares; 2025Q1: 58,182 shares; 2025Q2: 57,096 shares; 2025Q3: 55,595 shares; 2025Q4: 58,588 shares; 2026Q1: 62,892 shares 62,892 $349K 0.01% +4,304 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,819 shares 25,819 $349K 0.01% new Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,989 shares; 2025Q4: not reported; 2026Q1: 6,432 shares 6,432 $348K 0.01% new Timeline RSPH 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: 25,869 shares; 2024Q4: 14,707 shares; 2025Q1: 13,506 shares; 2025Q2: 10,446 shares; 2025Q3: 12,980 shares; 2025Q4: 11,716 shares; 2026Q1: 11,482 shares 11,482 $347K 0.01% -234 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,737 shares; 2024Q4: 10,879 shares; 2025Q1: 8,641 shares; 2025Q2: 4,574 shares; 2025Q3: 4,535 shares; 2025Q4: 4,370 shares; 2026Q1: 3,907 shares 3,907 $347K 0.01% -463 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,484 shares; 2025Q1: 3,742 shares; 2025Q2: 4,298 shares; 2025Q3: 3,454 shares; 2025Q4: not reported; 2026Q1: 7,548 shares 7,548 $346K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly 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: 33,553 shares; 2025Q4: 32,146 shares; 2026Q1: 45,844 shares 45,844 $346K 0.01% +13,698 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,775 shares; 2024Q4: 19,458 shares; 2025Q1: 19,229 shares; 2025Q2: 19,251 shares; 2025Q3: 18,670 shares; 2025Q4: 19,842 shares; 2026Q1: 21,986 shares 21,986 $344K 0.01% +2,144 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 15,139 shares; 2025Q1: 18,589 shares; 2025Q2: 18,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,226 shares 9,226 $339K 0.01% new 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: 4,447 shares; 2024Q4: 2,815 shares; 2025Q1: 2,684 shares; 2025Q2: 2,354 shares; 2025Q3: 2,119 shares; 2025Q4: 2,123 shares; 2026Q1: 2,463 shares 2,463 $338K 0.01% +340 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 12,567 shares; 2025Q1: 12,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,343 shares; 2026Q1: 7,736 shares 7,736 $338K 0.01% +393 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 51 shares 51 $336K 0.01% -1 Timeline BKCH 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: 6,517 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $336K 0.01% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,912 shares; 2026Q1: 4,396 shares 4,396 $336K 0.01% +1,484 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 222 shares; 2025Q1: 218 shares; 2025Q2: 3,615 shares; 2025Q3: 3,327 shares; 2025Q4: 3,093 shares; 2026Q1: 3,622 shares 3,622 $334K 0.01% +529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,327 shares; 2026Q1: 1,185 shares 1,185 $334K 0.01% -142 Timeline PIE 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: 12,949 shares; 2024Q4: 12,805 shares; 2025Q1: 19,873 shares; 2025Q2: 19,098 shares; 2025Q3: 19,161 shares; 2025Q4: 19,345 shares; 2026Q1: 12,788 shares 12,788 $333K 0.01% -6,557 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,002 shares; 2025Q1: 8,940 shares; 2025Q2: 8,381 shares; 2025Q3: 6,525 shares; 2025Q4: 5,907 shares; 2026Q1: 4,872 shares 4,872 $332K 0.01% -1,035 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,923 shares; 2026Q1: 14,780 shares 14,780 $332K 0.01% -143 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: 13,761 shares; 2024Q4: 11,466 shares; 2025Q1: 10,561 shares; 2025Q2: 11,405 shares; 2025Q3: 11,515 shares; 2025Q4: 10,229 shares; 2026Q1: 8,833 shares 8,833 $332K 0.01% -1,396 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,622 shares; 2025Q1: 2,568 shares; 2025Q2: 2,564 shares; 2025Q3: 2,565 shares; 2025Q4: 2,514 shares; 2026Q1: 2,775 shares 2,775 $331K 0.01% +261 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,251 shares 15,251 $331K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 3,699 shares; 2025Q1: 3,861 shares; 2025Q2: 4,571 shares; 2025Q3: 4,466 shares; 2025Q4: 4,111 shares; 2026Q1: 5,272 shares 5,272 $331K 0.01% +1,161 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 27,842 shares; 2025Q3: 27,949 shares; 2025Q4: 29,080 shares; 2026Q1: 19,405 shares 19,405 $331K 0.01% -9,675 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,961 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,507 shares; 2025Q4: 5,302 shares; 2026Q1: 4,172 shares 4,172 $327K 0.01% -1,130 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,079 shares; 2025Q1: 2,317 shares; 2025Q2: 2,710 shares; 2025Q3: 2,786 shares; 2025Q4: 2,671 shares; 2026Q1: 2,570 shares 2,570 $326K 0.01% -101 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 2,601 shares; 2025Q4: 2,836 shares; 2026Q1: 3,274 shares 3,274 $324K 0.01% +438 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,047 shares; 2025Q4: 5,732 shares; 2026Q1: 5,197 shares 5,197 $323K 0.01% -535 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 3,746 shares; 2025Q1: 4,248 shares; 2025Q2: 4,539 shares; 2025Q3: 4,561 shares; 2025Q4: 4,644 shares; 2026Q1: 3,042 shares 3,042 $322K 0.01% -1,602 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,941 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares 3,136 $320K 0.01% 0 Timeline FFEB 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: 5,691 shares 5,691 $318K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 5,953 shares; 2025Q1: 5,523 shares; 2025Q2: 6,065 shares; 2025Q3: 6,783 shares; 2025Q4: 6,405 shares; 2026Q1: 8,515 shares 8,515 $317K 0.01% +2,110 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 1,843 shares; 2025Q1: 1,755 shares; 2025Q2: 1,536 shares; 2025Q3: 1,556 shares; 2025Q4: 1,649 shares; 2026Q1: 1,617 shares 1,617 $317K 0.01% -32 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,296 shares; 2025Q1: 13,296 shares; 2025Q2: 13,296 shares; 2025Q3: 13,296 shares; 2025Q4: 13,296 shares; 2026Q1: 13,296 shares 13,296 $314K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,128 shares; 2025Q1: 1,112 shares; 2025Q2: 1,096 shares; 2025Q3: 1,317 shares; 2025Q4: 1,303 shares; 2026Q1: 1,264 shares 1,264 $314K 0.01% -39 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,767 shares; 2025Q3: 19,499 shares; 2025Q4: 19,934 shares; 2026Q1: 21,063 shares 21,063 $314K 0.01% +1,129 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 4,126 shares; 2025Q1: 3,510 shares; 2025Q2: 3,207 shares; 2025Q3: 3,067 shares; 2025Q4: 2,202 shares; 2026Q1: 2,803 shares 2,803 $312K 0.01% +601 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,625 shares 26,625 $312K 0.01% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,529 shares 7,529 $311K 0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 9,824 shares; 2025Q3: 9,974 shares; 2025Q4: 8,501 shares; 2026Q1: 8,704 shares 8,704 $309K 0.01% +203 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 9,428 shares 9,428 $309K 0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,146 shares; 2024Q4: 25,115 shares; 2025Q1: 24,216 shares; 2025Q2: 23,123 shares; 2025Q3: 22,513 shares; 2025Q4: 19,091 shares; 2026Q1: 19,091 shares 19,091 $309K 0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,636 shares 3,636 $308K 0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares 1,736 $305K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,934 shares; 2025Q1: 1,357 shares; 2025Q2: 1,333 shares; 2025Q3: 1,913 shares; 2025Q4: 1,743 shares; 2026Q1: 1,603 shares 1,603 $304K 0.01% -140 Timeline