ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,300 shares; 2025Q1: 47,300 shares; 2025Q2: 44,700 shares; 2025Q3: 42,600 shares; 2025Q4: 39,650 shares; 2026Q1: 39,650 shares 39,650 $431K 0.01% 0 Timeline FALN 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: restricted; 2024Q4: 16,039 shares; 2025Q1: 16,076 shares; 2025Q2: 16,082 shares; 2025Q3: 16,088 shares; 2025Q4: 16,064 shares; 2026Q1: 16,068 shares 16,068 $429K 0.01% +4 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,578 shares; 2025Q1: 19,176 shares; 2025Q2: 18,886 shares; 2025Q3: 19,307 shares; 2025Q4: 21,794 shares; 2026Q1: 21,827 shares 21,827 $428K 0.01% +33 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: restricted; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 7,582 shares; 2025Q3: 7,582 shares; 2025Q4: 7,582 shares; 2026Q1: 7,652 shares 7,652 $427K 0.01% +70 Timeline PTMC 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: restricted; 2024Q4: not reported; 2025Q1: 5,904 shares; 2025Q2: 9,538 shares; 2025Q3: 9,500 shares; 2025Q4: 11,476 shares; 2026Q1: 11,652 shares 11,652 $426K 0.01% +176 Timeline FDD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,952 shares; 2025Q3: 22,129 shares; 2025Q4: 24,196 shares; 2026Q1: 23,910 shares 23,910 $426K 0.01% -286 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,501 shares; 2025Q4: 8,727 shares; 2026Q1: 10,020 shares 10,020 $424K 0.01% +1,293 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,692 shares; 2026Q1: 5,892 shares 5,892 $423K 0.01% +200 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,835 shares; 2026Q1: 5,635 shares 5,635 $422K 0.01% -1,200 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,439 shares; 2025Q1: 34,239 shares; 2025Q2: 34,039 shares; 2025Q3: 35,539 shares; 2025Q4: 35,130 shares; 2026Q1: 34,980 shares 34,980 $422K 0.01% -150 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,893 shares; 2025Q4: 12,895 shares; 2026Q1: 12,073 shares 12,073 $421K 0.01% -822 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,666 shares; 2025Q1: 8,672 shares; 2025Q2: 8,511 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 9,295 shares 9,295 $421K 0.01% +795 Timeline IYZ 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: restricted; 2024Q4: 83,601 shares; 2025Q1: not reported; 2025Q2: 61,213 shares; 2025Q3: 61,021 shares; 2025Q4: 61,818 shares; 2026Q1: 10,632 shares 10,632 $418K 0.01% -51,186 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: restricted; 2024Q4: not reported; 2025Q1: 3,232 shares; 2025Q2: 3,315 shares; 2025Q3: 2,415 shares; 2025Q4: 2,405 shares; 2026Q1: 2,469 shares 2,469 $418K 0.01% +64 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: not reported; 2025Q4: 4,206 shares; 2026Q1: 3,315 shares 3,315 $417K 0.01% -891 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,316 shares; 2025Q4: 16,116 shares; 2026Q1: 15,866 shares 15,866 $417K 0.01% -250 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 3,161 shares; 2025Q2: 3,541 shares; 2025Q3: 3,718 shares; 2025Q4: 3,769 shares; 2026Q1: 4,040 shares 4,040 $417K 0.01% +271 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,282 shares; 2025Q1: 52,921 shares; 2025Q2: 16,882 shares; 2025Q3: 14,719 shares; 2025Q4: 11,597 shares; 2026Q1: 9,262 shares 9,262 $415K 0.01% -2,335 Timeline BFRZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,358 shares; 2025Q4: 13,487 shares; 2026Q1: 15,732 shares 15,732 $415K 0.01% +2,245 Timeline XLEI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,650 shares 14,650 $414K 0.01% new Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,427 shares; 2025Q1: 22,055 shares; 2025Q2: 22,222 shares; 2025Q3: 26,932 shares; 2025Q4: 27,192 shares; 2026Q1: 28,952 shares 28,952 $414K 0.01% +1,760 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: restricted; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 2,600 shares; 2025Q4: 2,598 shares; 2026Q1: 2,912 shares 2,912 $414K 0.01% +314 Timeline PCY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,650 shares; 2025Q3: 16,725 shares; 2025Q4: 20,175 shares; 2026Q1: 19,635 shares 19,635 $410K 0.01% -540 Timeline BSCT 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: restricted; 2024Q4: 15,509 shares; 2025Q1: 19,783 shares; 2025Q2: 20,868 shares; 2025Q3: 19,641 shares; 2025Q4: 21,923 shares; 2026Q1: 21,956 shares 21,956 $410K 0.01% +33 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: restricted; 2024Q4: not reported; 2025Q1: 7,498 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: 7,832 shares; 2026Q1: 8,135 shares 8,135 $408K 0.01% +303 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,657 shares 37,657 $408K 0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,785 shares; 2025Q1: 14,735 shares; 2025Q2: 10,485 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,416 shares 18,416 $407K 0.01% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares; 2026Q1: 16,060 shares 16,060 $407K 0.01% +5,330 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares; 2026Q1: 5,254 shares 5,254 $407K 0.01% +624 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: restricted; 2024Q4: 2,585 shares; 2025Q1: 4,879 shares; 2025Q2: 3,675 shares; 2025Q3: 3,682 shares; 2025Q4: 6,159 shares; 2026Q1: 5,734 shares 5,734 $406K 0.01% -425 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 6,294 shares; 2025Q2: 6,782 shares; 2025Q3: 6,158 shares; 2025Q4: 6,156 shares; 2026Q1: 5,547 shares 5,547 $405K 0.01% -609 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,458 shares 21,458 $404K 0.01% new 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: restricted; 2024Q4: 7,455 shares; 2025Q1: 11,182 shares; 2025Q2: 11,240 shares; 2025Q3: 11,386 shares; 2025Q4: 5,150 shares; 2026Q1: 6,020 shares 6,020 $402K 0.01% +870 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,201 shares; 2025Q1: 5,901 shares; 2025Q2: 10,901 shares; 2025Q3: 9,901 shares; 2025Q4: 10,257 shares; 2026Q1: 10,261 shares 10,261 $399K 0.01% +4 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,697 shares; 2025Q1: 52,067 shares; 2025Q2: 66,723 shares; 2025Q3: 60,737 shares; 2025Q4: 31,437 shares; 2026Q1: 31,742 shares 31,742 $398K 0.01% +305 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,707 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,413 shares; 2026Q1: 5,413 shares 5,413 $397K 0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,577 shares; 2025Q1: not reported; 2025Q2: 4,256 shares; 2025Q3: 6,188 shares; 2025Q4: 5,093 shares; 2026Q1: 4,582 shares 4,582 $396K 0.01% -511 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,915 shares 6,915 $394K 0.01% new Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 10,665 shares; 2026Q1: 11,030 shares 11,030 $394K 0.01% +365 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,648 shares; 2025Q1: 9,236 shares; 2025Q2: 9,219 shares; 2025Q3: 14,704 shares; 2025Q4: 14,257 shares; 2026Q1: 13,664 shares 13,664 $394K 0.01% -593 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 4,095 shares; 2025Q4: 4,109 shares; 2026Q1: 3,153 shares 3,153 $394K 0.01% -956 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,507 shares; 2025Q1: 12,507 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,625 shares; 2026Q1: 13,625 shares 13,625 $391K 0.01% 0 Timeline NDEC 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: restricted; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 13,500 shares; 2026Q1: 14,500 shares 14,500 $391K 0.01% +1,000 Timeline FDND 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,686 shares; 2025Q3: 8,885 shares; 2025Q4: 14,573 shares; 2026Q1: 20,180 shares 20,180 $391K 0.01% +5,607 Timeline PALC 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: restricted; 2024Q4: 10,026 shares; 2025Q1: 10,230 shares; 2025Q2: 8,361 shares; 2025Q3: 8,082 shares; 2025Q4: 8,047 shares; 2026Q1: 7,537 shares 7,537 $390K 0.01% -510 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 2,327 shares; 2025Q4: 2,568 shares; 2026Q1: 2,671 shares 2,671 $389K 0.01% +103 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,744 shares; 2025Q2: 3,745 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares; 2026Q1: 3,663 shares 3,663 $389K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,448 shares; 2025Q2: 2,477 shares; 2025Q3: 2,505 shares; 2025Q4: 2,476 shares; 2026Q1: 2,676 shares 2,676 $387K 0.01% +200 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,953 shares; 2025Q3: 3,995 shares; 2025Q4: 3,881 shares; 2026Q1: 4,082 shares 4,082 $387K 0.01% +201 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,999 shares; 2025Q1: 2,054 shares; 2025Q2: 2,687 shares; 2025Q3: 3,072 shares; 2025Q4: 3,015 shares; 2026Q1: 3,270 shares 3,270 $386K 0.01% +255 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,959 shares; 2025Q1: 28,103 shares; 2025Q2: 29,113 shares; 2025Q3: 28,821 shares; 2025Q4: 34,194 shares; 2026Q1: 34,367 shares 34,367 $386K 0.01% +173 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $386K 0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,177 shares; 2025Q1: 3,286 shares; 2025Q2: 3,986 shares; 2025Q3: 3,866 shares; 2025Q4: 2,886 shares; 2026Q1: 2,759 shares 2,759 $385K 0.01% -127 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,867 shares; 2026Q1: 52,867 shares 52,867 $385K 0.01% 0 Timeline USAI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,185 shares; 2025Q4: 6,074 shares; 2026Q1: 8,152 shares 8,152 $383K 0.01% +2,078 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 9,592 shares; 2025Q3: 11,457 shares; 2025Q4: 11,457 shares; 2026Q1: 11,337 shares 11,337 $383K 0.01% -120 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,844 shares; 2025Q1: 14,319 shares; 2025Q2: 11,679 shares; 2025Q3: 11,679 shares; 2025Q4: 6,479 shares; 2026Q1: 8,681 shares 8,681 $382K 0.01% +2,202 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,322 shares; 2025Q1: 12,091 shares; 2025Q2: 12,386 shares; 2025Q3: 12,801 shares; 2025Q4: 14,212 shares; 2026Q1: 12,632 shares 12,632 $378K 0.01% -1,580 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 9,391 shares; 2025Q4: 16,513 shares; 2026Q1: 16,466 shares 16,466 $377K 0.01% -47 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,207 shares; 2025Q1: 3,928 shares; 2025Q2: 2,899 shares; 2025Q3: 2,332 shares; 2025Q4: 3,157 shares; 2026Q1: 3,055 shares 3,055 $377K 0.01% -102 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $375K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,267 shares; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 5,954 shares; 2025Q4: not reported; 2026Q1: 6,355 shares 6,355 $375K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,326 shares; 2025Q1: 2,171 shares; 2025Q2: 2,224 shares; 2025Q3: 2,055 shares; 2025Q4: 2,016 shares; 2026Q1: 2,360 shares 2,360 $371K 0.01% +344 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: restricted; 2024Q4: 14,739 shares; 2025Q1: 10,081 shares; 2025Q2: 11,442 shares; 2025Q3: 9,264 shares; 2025Q4: 6,725 shares; 2026Q1: 7,207 shares 7,207 $370K 0.01% +482 Timeline DAPP 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: restricted; 2024Q4: 15,171 shares; 2025Q1: 18,521 shares; 2025Q2: 19,406 shares; 2025Q3: 21,362 shares; 2025Q4: 24,268 shares; 2026Q1: 24,494 shares 24,494 $365K 0.01% +226 Timeline XRT 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: restricted; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares 4,540 $365K 0.01% 0 Timeline PCB PCB BANCORP More: the full row for PCB BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,225 shares 16,225 $365K 0.01% new Timeline STXF 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: restricted; 2024Q4: 6,143 shares; 2025Q1: 6,143 shares; 2025Q2: 8,270 shares; 2025Q3: 7,600 shares; 2025Q4: 8,411 shares; 2026Q1: 8,693 shares 8,693 $365K 0.01% +282 Timeline DFAS 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: restricted; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: 4,660 shares; 2025Q3: 4,678 shares; 2025Q4: 4,616 shares; 2026Q1: 5,120 shares 5,120 $364K 0.01% +504 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,655 shares; 2025Q2: 1,678 shares; 2025Q3: 1,588 shares; 2025Q4: 1,618 shares; 2026Q1: 1,621 shares 1,621 $364K 0.01% +3 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $363K 0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,739 shares; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,089 shares; 2026Q1: 1,129 shares 1,129 $363K 0.01% +40 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 12,487 shares 12,487 $363K 0.01% +4,624 Timeline ALTL 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: restricted; 2024Q4: 15,018 shares; 2025Q1: 16,166 shares; 2025Q2: 9,401 shares; 2025Q3: 9,346 shares; 2025Q4: 8,317 shares; 2026Q1: 8,250 shares 8,250 $362K 0.01% -67 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,416 shares; 2025Q3: 12,437 shares; 2025Q4: 11,483 shares; 2026Q1: 11,553 shares 11,553 $361K 0.01% +70 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,079 shares; 2025Q1: 2,961 shares; 2025Q2: 3,038 shares; 2025Q3: 2,768 shares; 2025Q4: 1,274 shares; 2026Q1: 1,318 shares 1,318 $359K 0.01% +44 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,611 shares; 2025Q1: 8,503 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 8,336 shares 8,336 $358K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 155 shares; 2025Q2: 125 shares; 2025Q3: 170 shares; 2025Q4: 193 shares; 2026Q1: 207 shares 207 $358K 0.01% +14 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,287 shares 7,287 $357K 0.01% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,757 shares; 2025Q2: 8,097 shares; 2025Q3: 8,824 shares; 2025Q4: 8,729 shares; 2026Q1: 8,955 shares 8,955 $357K 0.01% +226 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: restricted; 2024Q4: 7,384 shares; 2025Q1: 7,414 shares; 2025Q2: 7,442 shares; 2025Q3: 7,452 shares; 2025Q4: 7,400 shares; 2026Q1: 6,445 shares 6,445 $356K 0.01% -955 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,061 shares 9,061 $355K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 3,727 shares; 2025Q2: 3,207 shares; 2025Q3: 3,378 shares; 2025Q4: 2,991 shares; 2026Q1: 3,067 shares 3,067 $355K 0.01% +76 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,353 shares; 2025Q1: 32,353 shares; 2025Q2: 33,086 shares; 2025Q3: 33,802 shares; 2025Q4: 36,758 shares; 2026Q1: 24,978 shares 24,978 $355K 0.01% -11,780 Timeline SCHB 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: restricted; 2024Q4: 14,259 shares; 2025Q1: 14,259 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares; 2025Q4: 14,530 shares; 2026Q1: 14,080 shares 14,080 $353K 0.01% -450 Timeline CTNM CONTINEUM THERAPEUTICS INC More: the full row for CONTINEUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,021 shares; 2025Q3: 27,021 shares; 2025Q4: 27,021 shares; 2026Q1: 27,021 shares 27,021 $353K 0.01% 0 Timeline QSIX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,105 shares; 2026Q1: 10,067 shares 10,067 $353K 0.01% +962 Timeline ZAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $352K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,425 shares; 2025Q2: 7,225 shares; 2025Q3: 7,933 shares; 2025Q4: 7,933 shares; 2026Q1: 7,365 shares 7,365 $351K 0.01% -568 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: restricted; 2024Q4: 12,853 shares; 2025Q1: 12,752 shares; 2025Q2: 18,611 shares; 2025Q3: 20,580 shares; 2025Q4: 14,775 shares; 2026Q1: 15,592 shares 15,592 $351K 0.01% +817 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: restricted; 2024Q4: not reported; 2025Q1: 8,504 shares; 2025Q2: 14,993 shares; 2025Q3: 14,727 shares; 2025Q4: 14,455 shares; 2026Q1: 12,845 shares 12,845 $350K 0.01% -1,610 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,467 shares; 2025Q1: 2,243 shares; 2025Q2: 2,017 shares; 2025Q3: 2,434 shares; 2025Q4: 1,924 shares; 2026Q1: 882 shares 882 $350K 0.01% -1,042 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: restricted; 2024Q4: 887 shares; 2025Q1: 789 shares; 2025Q2: 832 shares; 2025Q3: 807 shares; 2025Q4: 802 shares; 2026Q1: 839 shares 839 $350K 0.01% +37 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,329 shares; 2025Q1: 30,423 shares; 2025Q2: 28,037 shares; 2025Q3: 27,928 shares; 2025Q4: 28,086 shares; 2026Q1: 28,333 shares 28,333 $349K 0.01% +247 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: restricted; 2024Q4: 3,478 shares; 2025Q1: 4,904 shares; 2025Q2: 4,912 shares; 2025Q3: 3,728 shares; 2025Q4: 3,704 shares; 2026Q1: 3,535 shares 3,535 $349K 0.01% -169 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: restricted; 2024Q4: 589 shares; 2025Q1: 600 shares; 2025Q2: 650 shares; 2025Q3: 614 shares; 2025Q4: 739 shares; 2026Q1: 817 shares 817 $348K 0.01% +78 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,542 shares; 2025Q1: 10,497 shares; 2025Q2: 7,860 shares; 2025Q3: 6,880 shares; 2025Q4: 7,392 shares; 2026Q1: 10,179 shares 10,179 $347K 0.01% +2,787 Timeline SDIV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,426 shares; 2025Q3: 12,891 shares; 2025Q4: 12,891 shares; 2026Q1: 13,685 shares 13,685 $346K 0.01% +794 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 6,784 shares; 2026Q1: 7,227 shares 7,227 $346K 0.01% +443 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,804 shares; 2026Q1: 18,700 shares 18,700 $345K 0.01% +2,896 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: restricted; 2024Q4: 2,689 shares; 2025Q1: 2,841 shares; 2025Q2: 3,008 shares; 2025Q3: 2,901 shares; 2025Q4: 2,755 shares; 2026Q1: 2,631 shares 2,631 $345K 0.01% -124 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,690 shares 9,690 $344K 0.01% new Timeline SCZ 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: restricted; 2024Q4: 3,813 shares; 2025Q1: 3,791 shares; 2025Q2: 4,330 shares; 2025Q3: 4,372 shares; 2025Q4: 4,004 shares; 2026Q1: 4,380 shares 4,380 $343K 0.01% +376 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,227 shares; 2025Q4: 10,049 shares; 2026Q1: 11,790 shares 11,790 $343K 0.01% +1,741 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: restricted; 2024Q4: 4,501 shares; 2025Q1: 5,062 shares; 2025Q2: 3,794 shares; 2025Q3: 3,784 shares; 2025Q4: 4,552 shares; 2026Q1: 3,280 shares 3,280 $339K 0.01% -1,272 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,166 shares; 2025Q1: 9,650 shares; 2025Q2: 13,918 shares; 2025Q3: 25,268 shares; 2025Q4: 13,893 shares; 2026Q1: 14,788 shares 14,788 $337K 0.01% +895 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,476 shares; 2025Q4: 1,387 shares; 2026Q1: 1,617 shares 1,617 $336K 0.01% +230 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,331 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,420 shares; 2026Q1: 2,480 shares 2,480 $335K 0.01% +60 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,434 shares; 2025Q4: 10,712 shares; 2026Q1: 10,626 shares 10,626 $334K 0.01% -86 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,220 shares 16,220 $330K 0.01% new Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,227 shares; 2025Q1: 77,061 shares; 2025Q2: 69,387 shares; 2025Q3: 110,965 shares; 2025Q4: 50,414 shares; 2026Q1: 25,400 shares 25,400 $330K 0.01% -25,014 Timeline SPIB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,576 shares; 2026Q1: 9,763 shares 9,763 $327K 0.01% +3,187 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,750 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 10,152 shares; 2026Q1: 9,774 shares 9,774 $327K 0.01% -378 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,805 shares 6,805 $326K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,493 shares 3,493 $326K 0.01% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,602 shares; 2026Q1: 3,548 shares 3,548 $326K 0.01% -54 Timeline FFLG 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: restricted; 2024Q4: 8,165 shares; 2025Q1: not reported; 2025Q2: 17,505 shares; 2025Q3: 18,670 shares; 2025Q4: 13,505 shares; 2026Q1: 11,715 shares 11,715 $326K 0.01% -1,790 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,536 shares; 2025Q3: 4,999 shares; 2025Q4: 7,496 shares; 2026Q1: 6,846 shares 6,846 $326K 0.01% -650 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,515 shares; 2025Q1: 29,594 shares; 2025Q2: 28,853 shares; 2025Q3: 29,125 shares; 2025Q4: 28,155 shares; 2026Q1: 28,302 shares 28,302 $325K 0.01% +147 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 2,184 shares; 2025Q3: 2,104 shares; 2025Q4: 1,987 shares; 2026Q1: 2,222 shares 2,222 $325K 0.01% +235 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 7,050 shares; 2025Q2: 6,353 shares; 2025Q3: 6,353 shares; 2025Q4: 5,746 shares; 2026Q1: 5,746 shares 5,746 $325K 0.01% 0 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares 14,300 $324K 0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,261 shares; 2025Q1: 17,047 shares; 2025Q2: 16,971 shares; 2025Q3: 18,726 shares; 2025Q4: 19,753 shares; 2026Q1: 24,652 shares 24,652 $323K 0.01% +4,899 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,007 shares 3,007 $321K 0.01% new Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 6,257 shares; 2026Q1: 6,418 shares 6,418 $321K 0.01% +161 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 3,150 shares 3,150 $319K 0.01% +200 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,261 shares; 2025Q1: 8,076 shares; 2025Q2: 2,537 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 2,007 shares 2,007 $318K 0.01% -536 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: restricted; 2024Q4: 24,670 shares; 2025Q1: 29,294 shares; 2025Q2: 29,848 shares; 2025Q3: 26,666 shares; 2025Q4: 9,149 shares; 2026Q1: 7,788 shares 7,788 $318K 0.01% -1,361 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: restricted; 2024Q4: 2,092 shares; 2025Q1: 2,046 shares; 2025Q2: 1,870 shares; 2025Q3: 1,882 shares; 2025Q4: 1,434 shares; 2026Q1: 1,839 shares 1,839 $317K 0.01% +405 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,112 shares; 2025Q3: 1,296 shares; 2025Q4: 1,461 shares; 2026Q1: 1,733 shares 1,733 $317K 0.01% +272 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 869 shares; 2025Q2: 855 shares; 2025Q3: 818 shares; 2025Q4: 641 shares; 2026Q1: 642 shares 642 $317K 0.01% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,189 shares; 2026Q1: 11,189 shares 11,189 $317K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586 $316K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,503 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 3,374 shares; 2026Q1: 3,738 shares 3,738 $316K 0.01% +364 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,147 shares; 2025Q2: 4,159 shares; 2025Q3: 4,482 shares; 2025Q4: 4,749 shares; 2026Q1: 4,882 shares 4,882 $316K 0.01% +133 Timeline SBIO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,490 shares; 2025Q4: 5,886 shares; 2026Q1: 5,996 shares 5,996 $314K 0.01% +110 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,603 shares; 2025Q1: 12,350 shares; 2025Q2: 10,053 shares; 2025Q3: 10,856 shares; 2025Q4: 10,736 shares; 2026Q1: 10,464 shares 10,464 $314K 0.01% -272 Timeline FDRR 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: restricted; 2024Q4: 5,077 shares; 2025Q1: 5,101 shares; 2025Q2: 5,133 shares; 2025Q3: 4,791 shares; 2025Q4: 5,320 shares; 2026Q1: 5,337 shares 5,337 $314K 0.01% +17 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,294 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,322 shares; 2026Q1: 1,432 shares 1,432 $314K 0.01% +110 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,744 shares; 2025Q1: 7,649 shares; 2025Q2: 7,819 shares; 2025Q3: 7,846 shares; 2025Q4: 7,795 shares; 2026Q1: 7,816 shares 7,816 $313K 0.01% +21 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,358 shares; 2025Q1: 8,469 shares; 2025Q2: 8,469 shares; 2025Q3: 6,969 shares; 2025Q4: 6,946 shares; 2026Q1: 6,996 shares 6,996 $312K 0.01% +50 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: restricted; 2024Q4: 6,277 shares; 2025Q1: 6,060 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares; 2025Q4: 5,835 shares; 2026Q1: 5,835 shares 5,835 $311K 0.01% 0 Timeline LQDW 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: restricted; 2024Q4: not reported; 2025Q1: 8,550 shares; 2025Q2: 8,750 shares; 2025Q3: 8,550 shares; 2025Q4: 10,750 shares; 2026Q1: 12,853 shares 12,853 $311K 0.01% +2,103 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,587 shares; 2026Q1: 5,238 shares 5,238 $310K 0.01% -1,349 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: restricted; 2024Q4: 5,061 shares; 2025Q1: 4,031 shares; 2025Q2: 3,809 shares; 2025Q3: 3,606 shares; 2025Q4: 2,607 shares; 2026Q1: 2,591 shares 2,591 $309K 0.01% -16 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,186 shares; 2025Q1: 23,059 shares; 2025Q2: 20,874 shares; 2025Q3: 13,844 shares; 2025Q4: 17,804 shares; 2026Q1: 18,595 shares 18,595 $309K 0.01% +791 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,739 shares; 2025Q1: 10,339 shares; 2025Q2: 19,373 shares; 2025Q3: 9,347 shares; 2025Q4: 11,197 shares; 2026Q1: 10,397 shares 10,397 $307K 0.01% -800 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,848 shares; 2025Q1: 7,219 shares; 2025Q2: 7,296 shares; 2025Q3: 7,276 shares; 2025Q4: 6,776 shares; 2026Q1: 6,475 shares 6,475 $307K 0.01% -301 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 3,309 shares; 2025Q4: 2,965 shares; 2026Q1: 2,302 shares 2,302 $307K 0.01% -663 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331,888 shares; 2025Q1: 336,284 shares; 2025Q2: 279,009 shares; 2025Q3: 289,682 shares; 2025Q4: 226,349 shares; 2026Q1: 44,807 shares 44,807 $306K 0.01% -181,542 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 8,661 shares; 2025Q3: 9,511 shares; 2025Q4: 11,263 shares; 2026Q1: 4,764 shares 4,764 $306K 0.01% -6,499 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: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,259 shares; 2025Q2: 2,187 shares; 2025Q3: 2,030 shares; 2025Q4: 1,933 shares; 2026Q1: 1,943 shares 1,943 $305K 0.01% +10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,439 shares; 2025Q3: 9,425 shares; 2025Q4: 8,067 shares; 2026Q1: 4,198 shares 4,198 $304K 0.01% -3,869 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,595 shares 4,595 $303K 0.01% -30 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,357 shares; 2025Q1: 5,911 shares; 2025Q2: 5,911 shares; 2025Q3: 5,797 shares; 2025Q4: 6,637 shares; 2026Q1: 6,387 shares 6,387 $303K 0.01% -250 Timeline MFLX 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: restricted; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $302K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,660 shares; 2025Q4: 1,760 shares; 2026Q1: 1,860 shares 1,860 $301K 0.01% +100 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,686 shares 4,686 $300K 0.01% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,733 shares; 2026Q1: 23,507 shares 23,507 $300K 0.01% +1,774 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,661 shares; 2025Q1: 5,211 shares; 2025Q2: 5,767 shares; 2025Q3: 5,515 shares; 2025Q4: 5,601 shares; 2026Q1: 5,931 shares 5,931 $299K 0.01% +330 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 4,738 shares; 2025Q3: 4,995 shares; 2025Q4: 5,016 shares; 2026Q1: 4,836 shares 4,836 $299K 0.01% -180 Timeline RFV 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: restricted; 2024Q4: 2,835 shares; 2025Q1: 2,837 shares; 2025Q2: 2,626 shares; 2025Q3: 2,628 shares; 2025Q4: 2,388 shares; 2026Q1: 2,297 shares 2,297 $299K 0.01% -91 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,798 shares 1,798 $299K 0.01% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,345 shares; 2025Q1: 15,566 shares; 2025Q2: 15,589 shares; 2025Q3: 15,615 shares; 2025Q4: 15,640 shares; 2026Q1: 15,109 shares 15,109 $298K 0.01% -531 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,901 shares; 2025Q3: 27,040 shares; 2025Q4: 25,169 shares; 2026Q1: 21,141 shares 21,141 $297K 0.01% -4,028 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $297K 0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares; 2026Q1: 1,050 shares 1,050 $296K 0.01% -1,505 Timeline SPHD 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: restricted; 2024Q4: 6,961 shares; 2025Q1: 6,988 shares; 2025Q2: 7,034 shares; 2025Q3: 7,080 shares; 2025Q4: 5,704 shares; 2026Q1: 5,956 shares 5,956 $295K 0.01% +252 Timeline NMAY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,103 shares; 2025Q3: 10,531 shares; 2025Q4: 10,531 shares; 2026Q1: 10,531 shares 10,531 $295K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares 621 $295K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 3,816 shares; 2025Q3: 3,957 shares; 2025Q4: 3,500 shares; 2026Q1: 3,520 shares 3,520 $295K 0.01% +20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,965 shares; 2026Q1: 2,765 shares 2,765 $294K 0.01% -200 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,294 shares; 2025Q1: 17,453 shares; 2025Q2: 21,206 shares; 2025Q3: 21,515 shares; 2025Q4: 21,912 shares; 2026Q1: 24,124 shares 24,124 $294K 0.01% +2,212 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,688 shares; 2025Q2: 1,472 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,757 shares 1,757 $294K 0.01% +93 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,508 shares; 2026Q1: 15,715 shares 15,715 $293K 0.01% -5,793 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,575 shares; 2025Q1: 19,725 shares; 2025Q2: 31,025 shares; 2025Q3: 34,621 shares; 2025Q4: 35,312 shares; 2026Q1: 35,380 shares 35,380 $292K 0.01% +68 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,938 shares; 2025Q1: 1,909 shares; 2025Q2: 1,994 shares; 2025Q3: 1,944 shares; 2025Q4: 1,742 shares; 2026Q1: 1,612 shares 1,612 $290K 0.01% -130 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,135 shares; 2025Q3: 23,026 shares; 2025Q4: 8,247 shares; 2026Q1: 8,247 shares 8,247 $290K 0.01% 0 Timeline XSVM 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: restricted; 2024Q4: 5,868 shares; 2025Q1: 5,255 shares; 2025Q2: 6,701 shares; 2025Q3: 5,114 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares 4,812 $290K 0.01% 0 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: restricted; 2024Q4: 1,485 shares; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,844 shares; 2025Q4: 1,439 shares; 2026Q1: 2,108 shares 2,108 $289K 0.01% +669 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,846 shares; 2026Q1: 8,546 shares 8,546 $289K 0.01% -300 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,674 shares; 2025Q2: 29,909 shares; 2025Q3: 15,609 shares; 2025Q4: 11,852 shares; 2026Q1: 11,852 shares 11,852 $288K 0.01% 0 Timeline PSMD 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: restricted; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares; 2026Q1: 9,020 shares 9,020 $288K 0.01% 0 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,052 shares 12,052 $287K 0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,085 shares 7,085 $287K 0.01% new Timeline URTH 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: restricted; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $286K 0.01% 0 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,195 shares; 2026Q1: 15,195 shares 15,195 $285K 0.01% 0 Timeline ARKQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,550 shares; 2026Q1: 2,525 shares 2,525 $284K 0.01% -25 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,154 shares; 2025Q3: 2,352 shares; 2025Q4: 2,095 shares; 2026Q1: 2,157 shares 2,157 $283K 0.01% +62 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,187 shares 1,187 $283K 0.01% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 9,108 shares; 2025Q4: 11,089 shares; 2026Q1: 11,009 shares 11,009 $282K 0.01% -80 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,961 shares; 2025Q1: 3,623 shares; 2025Q2: 3,635 shares; 2025Q3: 5,273 shares; 2025Q4: 3,105 shares; 2026Q1: 3,309 shares 3,309 $282K 0.01% +204 Timeline RYLD 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: restricted; 2024Q4: 64,100 shares; 2025Q1: 47,592 shares; 2025Q2: 22,498 shares; 2025Q3: 19,556 shares; 2025Q4: 19,556 shares; 2026Q1: 18,849 shares 18,849 $282K 0.01% -707 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,882 shares; 2025Q4: 8,754 shares; 2026Q1: 8,754 shares 8,754 $281K 0.01% 0 Timeline ZJAN 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: restricted; 2024Q4: not reported; 2025Q1: 10,323 shares; 2025Q2: 10,323 shares; 2025Q3: 10,323 shares; 2025Q4: 10,323 shares; 2026Q1: 10,323 shares 10,323 $281K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: 739 shares 739 $281K 0.01% -158 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: restricted; 2024Q4: 10,353 shares; 2025Q1: 7,292 shares; 2025Q2: 6,913 shares; 2025Q3: 8,144 shares; 2025Q4: 11,247 shares; 2026Q1: 10,590 shares 10,590 $281K 0.01% -657 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,726 shares; 2025Q2: 1,790 shares; 2025Q3: 1,191 shares; 2025Q4: 980 shares; 2026Q1: 1,074 shares 1,074 $280K 0.01% +94 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,440 shares; 2025Q1: 6,108 shares; 2025Q2: 6,538 shares; 2025Q3: 6,247 shares; 2025Q4: 5,239 shares; 2026Q1: 4,449 shares 4,449 $279K 0.01% -790 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 5,750 shares 5,750 $278K 0.01% -1,800 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 3,003 shares 3,003 $278K 0.01% -177 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128 shares; 2026Q1: 6,022 shares 6,022 $277K 0.01% +894 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,711 shares; 2025Q1: 5,271 shares; 2025Q2: 7,020 shares; 2025Q3: 5,327 shares; 2025Q4: 5,512 shares; 2026Q1: 6,564 shares 6,564 $277K 0.01% +1,052 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: restricted; 2024Q4: 2,811 shares; 2025Q1: 4,688 shares; 2025Q2: 2,646 shares; 2025Q3: 2,291 shares; 2025Q4: not reported; 2026Q1: 1,916 shares 1,916 $277K 0.01% new 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: restricted; 2024Q4: 5,415 shares; 2025Q1: 5,476 shares; 2025Q2: 4,620 shares; 2025Q3: 4,898 shares; 2025Q4: 5,137 shares; 2026Q1: 5,262 shares 5,262 $276K 0.01% +125 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,584 shares; 2025Q2: 2,622 shares; 2025Q3: 3,268 shares; 2025Q4: 2,136 shares; 2026Q1: 2,528 shares 2,528 $276K 0.01% +392 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,458 shares; 2025Q1: 2,291 shares; 2025Q2: 2,329 shares; 2025Q3: 2,134 shares; 2025Q4: 2,008 shares; 2026Q1: 2,330 shares 2,330 $275K 0.01% +322 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,638 shares; 2025Q4: 10,254 shares; 2026Q1: 9,504 shares 9,504 $273K 0.01% -750 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,113 shares; 2025Q1: 10,728 shares; 2025Q2: 11,695 shares; 2025Q3: 10,892 shares; 2025Q4: 11,184 shares; 2026Q1: 11,269 shares 11,269 $273K 0.01% +85 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,956 shares 14,956 $272K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,041 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $272K 0.01% 0 Timeline UNOV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $272K 0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,109 shares; 2025Q4: 13,309 shares; 2026Q1: 10,309 shares 10,309 $272K 0.01% -3,000 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: restricted; 2024Q4: 18,182 shares; 2025Q1: 19,582 shares; 2025Q2: 20,082 shares; 2025Q3: 20,082 shares; 2025Q4: 20,082 shares; 2026Q1: 22,642 shares 22,642 $271K 0.01% +2,560 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490,156 shares; 2025Q1: 506,058 shares; 2025Q2: 399,109 shares; 2025Q3: 372,539 shares; 2025Q4: 53,150 shares; 2026Q1: 48,212 shares 48,212 $270K 0.01% -4,938 Timeline SCHM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 8,949 shares; 2026Q1: 8,676 shares 8,676 $269K 0.01% -273 Timeline PTBD 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: restricted; 2024Q4: not reported; 2025Q1: 18,388 shares; 2025Q2: 18,131 shares; 2025Q3: 18,131 shares; 2025Q4: 18,131 shares; 2026Q1: 14,064 shares 14,064 $267K 0.01% -4,067 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,767 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 7,970 shares; 2026Q1: 7,970 shares 7,970 $267K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,130 shares; 2025Q2: 1,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $266K 0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,064 shares; 2026Q1: 4,241 shares 4,241 $266K 0.01% -12,823 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,500 shares 82,500 $266K 0.01% new Timeline RSPG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,424 shares 2,424 $265K 0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,585 shares 3,585 $265K 0.01% new Timeline AOCT 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: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $265K 0.01% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,920 shares; 2025Q3: 16,120 shares; 2025Q4: 16,970 shares; 2026Q1: 9,975 shares 9,975 $265K 0.01% -6,995 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353 $264K 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: restricted; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 1,389 shares; 2025Q3: 1,311 shares; 2025Q4: 1,313 shares; 2026Q1: 1,378 shares 1,378 $261K 0.01% +65 Timeline SDOG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,015 shares 4,015 $261K 0.01% new 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: restricted; 2024Q4: 14,164 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 15,001 shares; 2026Q1: 14,175 shares 14,175 $261K 0.01% -826 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,951 shares 25,951 $260K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,661 shares 6,661 $260K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,848 shares; 2025Q2: 3,243 shares; 2025Q3: 3,992 shares; 2025Q4: 4,387 shares; 2026Q1: 3,364 shares 3,364 $259K 0.01% -1,023 Timeline DFCA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,203 shares; 2025Q4: 9,203 shares; 2026Q1: 5,189 shares 5,189 $259K 0.01% -4,014 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares 4,363 $258K 0.01% new 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: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,091 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 4,311 shares; 2026Q1: 4,621 shares 4,621 $258K 0.01% +310 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: restricted; 2024Q4: 5,269 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares; 2026Q1: 4,765 shares 4,765 $258K 0.01% -205 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 887 shares; 2025Q4: 878 shares; 2026Q1: 1,027 shares 1,027 $257K 0.01% +149 Timeline TAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $257K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 491 shares; 2025Q4: 662 shares; 2026Q1: 765 shares 765 $255K 0.01% +103 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,375 shares 9,375 $255K 0.01% new Timeline GJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,245 shares 6,245 $255K 0.01% -500 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: restricted; 2024Q4: 43,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,090 shares 9,090 $255K 0.01% new Timeline XPH 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: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $254K 0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,730 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 2,922 shares; 2026Q1: 2,822 shares 2,822 $254K 0.01% -100 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,374 shares; 2026Q1: 7,047 shares 7,047 $254K 0.01% +673 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,419 shares; 2025Q1: 14,406 shares; 2025Q2: 14,227 shares; 2025Q3: 12,224 shares; 2025Q4: 11,744 shares; 2026Q1: 11,629 shares 11,629 $254K 0.01% -115 Timeline QQXT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,647 shares; 2026Q1: 2,597 shares 2,597 $254K 0.01% -50 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,491 shares; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: 4,800 shares; 2025Q4: 2,859 shares; 2026Q1: 2,611 shares 2,611 $253K 0.01% -248 Timeline ISCV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares; 2025Q4: 3,258 shares; 2026Q1: 3,634 shares 3,634 $253K 0.01% +376 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,863 shares; 2025Q1: 5,755 shares; 2025Q2: 5,864 shares; 2025Q3: 5,850 shares; 2025Q4: 4,890 shares; 2026Q1: 3,592 shares 3,592 $252K 0.01% -1,298 Timeline FDM 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: restricted; 2024Q4: 6,210 shares; 2025Q1: 5,817 shares; 2025Q2: 5,617 shares; 2025Q3: 5,590 shares; 2025Q4: 3,198 shares; 2026Q1: 3,068 shares 3,068 $252K 0.01% -130 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623 shares 623 $252K 0.01% new Timeline NOVM 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: restricted; 2024Q4: 7,954 shares; 2025Q1: 7,954 shares; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares 7,672 $251K 0.01% 0 Timeline IUS 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: restricted; 2024Q4: 4,422 shares; 2025Q1: 4,277 shares; 2025Q2: 4,329 shares; 2025Q3: 4,329 shares; 2025Q4: 4,329 shares; 2026Q1: 4,329 shares 4,329 $251K 0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,615 shares; 2025Q1: 20,615 shares; 2025Q2: 24,134 shares; 2025Q3: 24,559 shares; 2025Q4: 24,559 shares; 2026Q1: 22,882 shares 22,882 $250K 0.01% -1,677 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,033 shares; 2025Q4: 7,921 shares; 2026Q1: 7,921 shares 7,921 $250K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,034 shares 7,034 $250K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,189 shares; 2026Q1: 3,670 shares 3,670 $250K 0.01% -519 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,967 shares; 2026Q1: 4,372 shares 4,372 $249K 0.01% -7,595 Timeline VOR VOR BIOPHARMA INC More: the full row for VOR BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 13,975 shares 13,975 $249K 0.01% -3,025 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,349 shares; 2025Q1: 2,318 shares; 2025Q2: 2,285 shares; 2025Q3: 1,685 shares; 2025Q4: 1,608 shares; 2026Q1: 1,827 shares 1,827 $249K 0.01% +219 Timeline XMAR 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: restricted; 2024Q4: 14,489 shares; 2025Q1: 14,185 shares; 2025Q2: 14,158 shares; 2025Q3: 6,139 shares; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares 6,139 $249K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,822 shares 3,822 $248K 0.01% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,486 shares; 2025Q4: 8,486 shares; 2026Q1: 8,486 shares 8,486 $247K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,193 shares; 2026Q1: 2,463 shares 2,463 $247K 0.01% +270 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,804 shares; 2025Q1: 2,004 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,588 shares 1,588 $246K 0.01% -200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,825 shares; 2025Q3: 5,065 shares; 2025Q4: 5,141 shares; 2026Q1: 5,073 shares 5,073 $246K 0.01% -68 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: restricted; 2024Q4: 46,803 shares; 2025Q1: 8,256 shares; 2025Q2: 7,080 shares; 2025Q3: 7,651 shares; 2025Q4: 6,635 shares; 2026Q1: 5,240 shares 5,240 $245K 0.01% -1,395 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $245K 0.01% new Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares 2,050 $245K 0.01% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,707 shares 6,707 $245K 0.01% new Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,998 shares; 2025Q2: 6,526 shares; 2025Q3: 6,526 shares; 2025Q4: 6,526 shares; 2026Q1: 6,526 shares 6,526 $244K 0.01% 0 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,451 shares 5,451 $244K 0.01% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,134 shares 16,134 $244K 0.01% new Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,350 shares; 2025Q1: 4,257 shares; 2025Q2: 4,150 shares; 2025Q3: 3,950 shares; 2025Q4: 3,993 shares; 2026Q1: 5,493 shares 5,493 $244K 0.01% +1,500 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 7,265 shares; 2026Q1: 6,990 shares 6,990 $244K 0.01% -275 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,317 shares 13,317 $243K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,338 shares; 2025Q1: 5,337 shares; 2025Q2: 5,237 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares; 2026Q1: 5,177 shares 5,177 $243K 0.01% +290 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,124 shares; 2025Q1: 11,931 shares; 2025Q2: 13,871 shares; 2025Q3: 13,394 shares; 2025Q4: 11,839 shares; 2026Q1: 7,658 shares 7,658 $243K 0.01% -4,181 Timeline XTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,289 shares 1,289 $242K 0.01% new 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: restricted; 2024Q4: 248 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares 247 $242K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,330 shares; 2025Q2: 2,300 shares; 2025Q3: 8,302 shares; 2025Q4: 1,820 shares; 2026Q1: 1,715 shares 1,715 $242K 0.01% -105 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,990 shares; 2025Q2: 5,055 shares; 2025Q3: 4,027 shares; 2025Q4: 4,043 shares; 2026Q1: 3,940 shares 3,940 $242K 0.01% -103 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,300 shares 15,300 $241K 0.01% new Timeline PAMC 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: restricted; 2024Q4: 8,471 shares; 2025Q1: 5,319 shares; 2025Q2: 5,787 shares; 2025Q3: 4,710 shares; 2025Q4: 4,860 shares; 2026Q1: 5,034 shares 5,034 $241K 0.01% +174 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 5,159 shares; 2025Q4: 5,266 shares; 2026Q1: 5,203 shares 5,203 $241K 0.01% -63 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,054 shares; 2025Q1: 68,050 shares; 2025Q2: 68,050 shares; 2025Q3: 69,050 shares; 2025Q4: 59,750 shares; 2026Q1: 59,750 shares 59,750 $240K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,880 shares; 2025Q1: 2,744 shares; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 2,114 shares; 2026Q1: 2,020 shares 2,020 $240K 0.01% -94 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,557 shares; 2026Q1: 2,634 shares 2,634 $240K 0.01% +77 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,658 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,233 shares 2,233 $238K 0.01% -125 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,206 shares 6,206 $238K 0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares 4,343 $238K 0.01% 0 Timeline LIT 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: restricted; 2024Q4: 5,945 shares; 2025Q1: 5,605 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,228 shares; 2026Q1: 3,186 shares 3,186 $237K 0.01% -42 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares 2,442 $237K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,147 shares; 2025Q1: 3,411 shares; 2025Q2: 2,973 shares; 2025Q3: 2,210 shares; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares 1,957 $236K 0.01% 0 Timeline SPHB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,025 shares 2,025 $235K 0.01% +25 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,287 shares 6,287 $234K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,108 shares; 2025Q3: 1,978 shares; 2025Q4: 1,734 shares; 2026Q1: 3,425 shares 3,425 $234K 0.01% +1,691 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,821 shares 1,821 $234K 0.01% -75 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,587 shares; 2025Q4: 7,629 shares; 2026Q1: 6,434 shares 6,434 $233K 0.01% -1,195 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: restricted; 2024Q4: 851 shares; 2025Q1: 995 shares; 2025Q2: 1,237 shares; 2025Q3: 1,129 shares; 2025Q4: not reported; 2026Q1: 800 shares 800 $232K 0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,661 shares; 2025Q1: 13,025 shares; 2025Q2: 11,986 shares; 2025Q3: 12,255 shares; 2025Q4: 12,255 shares; 2026Q1: 13,059 shares 13,059 $232K 0.01% +804 Timeline DUG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,800 shares 13,800 $232K 0.01% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,179 shares; 2025Q3: 15,179 shares; 2025Q4: 17,679 shares; 2026Q1: 17,679 shares 17,679 $232K 0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,740 shares 3,740 $231K 0.01% new Timeline JPEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 2,950 shares; 2026Q1: 3,215 shares 3,215 $231K 0.01% +265 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,388 shares; 2025Q4: 4,808 shares; 2026Q1: 4,815 shares 4,815 $231K 0.01% +7 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,699 shares; 2025Q1: 38,599 shares; 2025Q2: 17,113 shares; 2025Q3: 10,418 shares; 2025Q4: 10,180 shares; 2026Q1: 6,852 shares 6,852 $230K 0.01% -3,328 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $230K 0.01% 0 Timeline JVAL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $230K 0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,175 shares 28,175 $229K 0.01% new Timeline FIDU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: 4,137 shares; 2025Q4: 3,318 shares; 2026Q1: 2,650 shares 2,650 $229K 0.01% -668 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,691 shares; 2026Q1: 1,690 shares 1,690 $229K 0.01% -1 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares 6,850 $228K 0.01% 0 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: restricted; 2024Q4: 4,595 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $228K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,633 shares; 2025Q4: 2,619 shares; 2026Q1: 2,101 shares 2,101 $228K 0.01% -518 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,208 shares 8,208 $228K 0.01% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,015 shares; 2025Q4: 4,215 shares; 2026Q1: 4,315 shares 4,315 $227K 0.01% +100 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,379 shares; 2025Q1: 4,726 shares; 2025Q2: 5,182 shares; 2025Q3: 5,022 shares; 2025Q4: 4,462 shares; 2026Q1: 4,714 shares 4,714 $227K 0.01% +252 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,440 shares; 2026Q1: 3,907 shares 3,907 $227K 0.01% +467 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,696 shares; 2026Q1: 9,696 shares 9,696 $227K 0.01% 0 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,442 shares; 2025Q4: 5,442 shares; 2026Q1: 5,442 shares 5,442 $226K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,891 shares; 2025Q4: 5,829 shares; 2026Q1: 5,909 shares 5,909 $226K 0.01% +80 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,973 shares; 2026Q1: 7,575 shares 7,575 $225K 0.01% -4,398 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 5,207 shares; 2026Q1: 5,311 shares 5,311 $224K 0.01% +104 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares 1,309 $224K 0.01% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,084 shares; 2026Q1: 2,087 shares 2,087 $224K 0.01% +3 Timeline QMAG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,679 shares; 2025Q4: 9,679 shares; 2026Q1: 9,679 shares 9,679 $224K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 548 shares; 2026Q1: 504 shares 504 $224K 0.01% -44 Timeline BSMW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $224K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,399 shares 5,399 $223K 0.01% new 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: restricted; 2024Q4: 17,055 shares; 2025Q1: 16,090 shares; 2025Q2: 16,129 shares; 2025Q3: 16,171 shares; 2025Q4: 19,212 shares; 2026Q1: 18,657 shares 18,657 $222K <0.01% -555 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,534 shares; 2025Q1: 9,920 shares; 2025Q2: 4,731 shares; 2025Q3: 3,826 shares; 2025Q4: 3,381 shares; 2026Q1: 3,190 shares 3,190 $221K <0.01% -191 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,568 shares; 2025Q4: 8,395 shares; 2026Q1: 8,232 shares 8,232 $221K <0.01% -163 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,588 shares 10,588 $221K <0.01% new Timeline HYLS 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: restricted; 2024Q4: 6,522 shares; 2025Q1: 6,260 shares; 2025Q2: 6,214 shares; 2025Q3: 5,179 shares; 2025Q4: 5,179 shares; 2026Q1: 5,413 shares 5,413 $220K <0.01% +234 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,310 shares; 2025Q3: 2,810 shares; 2025Q4: 2,998 shares; 2026Q1: 2,435 shares 2,435 $219K <0.01% -563 Timeline SLYG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,534 shares; 2025Q4: 2,444 shares; 2026Q1: 2,270 shares 2,270 $219K <0.01% -174 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,533 shares; 2026Q1: 647 shares 647 $219K <0.01% -1,886 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: restricted; 2024Q4: not reported; 2025Q1: 5,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,482 shares; 2026Q1: 2,937 shares 2,937 $219K <0.01% -8,545 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,904 shares; 2025Q4: 7,904 shares; 2026Q1: 7,922 shares 7,922 $217K <0.01% +18 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $217K <0.01% new Timeline UVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,207 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $216K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 4,590 shares; 2026Q1: 5,321 shares 5,321 $215K <0.01% +731 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950 $214K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988 $214K <0.01% new Timeline INCE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,411 shares; 2025Q4: 3,476 shares; 2026Q1: 3,301 shares 3,301 $213K <0.01% -175 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: restricted; 2024Q4: 2,489 shares; 2025Q1: 2,405 shares; 2025Q2: 2,653 shares; 2025Q3: 1,485 shares; 2025Q4: 1,108 shares; 2026Q1: 1,075 shares 1,075 $213K <0.01% -33 Timeline ARKF 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: restricted; 2024Q4: 14,742 shares; 2025Q1: 15,094 shares; 2025Q2: 11,491 shares; 2025Q3: 10,003 shares; 2025Q4: 8,496 shares; 2026Q1: 5,584 shares 5,584 $212K <0.01% -2,912 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,557 shares; 2025Q4: not reported; 2026Q1: 12,259 shares 12,259 $211K <0.01% new Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,150 shares; 2025Q1: 13,472 shares; 2025Q2: 13,159 shares; 2025Q3: 13,289 shares; 2025Q4: 12,178 shares; 2026Q1: 12,981 shares 12,981 $211K <0.01% +803 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,458 shares; 2026Q1: 8,906 shares 8,906 $210K <0.01% -7,552 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,104 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,636 shares 31,636 $210K <0.01% new Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,461 shares; 2025Q4: 25,461 shares; 2026Q1: 26,691 shares 26,691 $209K <0.01% +1,230 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,817 shares; 2025Q3: 20,237 shares; 2025Q4: 20,500 shares; 2026Q1: 14,491 shares 14,491 $209K <0.01% -6,009 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,637 shares; 2025Q1: not reported; 2025Q2: 12,559 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,302 shares 16,302 $209K <0.01% new Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,933 shares; 2025Q4: 7,367 shares; 2026Q1: 7,203 shares 7,203 $209K <0.01% -164 Timeline MLPD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,164 shares 8,164 $209K <0.01% new Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $208K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 890 shares; 2025Q2: 635 shares; 2025Q3: 632 shares; 2025Q4: 698 shares; 2026Q1: 630 shares 630 $208K <0.01% -68 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,975 shares; 2026Q1: 15,431 shares 15,431 $208K <0.01% +1,456 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 6,198 shares; 2026Q1: 6,267 shares 6,267 $208K <0.01% +69 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,834 shares 2,834 $207K <0.01% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares 4,141 $207K <0.01% 0 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: restricted; 2024Q4: 10,564 shares; 2025Q1: 3,705 shares; 2025Q2: 5,298 shares; 2025Q3: 3,052 shares; 2025Q4: 3,056 shares; 2026Q1: 2,954 shares 2,954 $207K <0.01% -102 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,050 shares; 2025Q3: 15,500 shares; 2025Q4: 9,550 shares; 2026Q1: 8,200 shares 8,200 $206K <0.01% -1,350 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,620 shares 3,620 $206K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares 2,298 $205K <0.01% 0 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: restricted; 2024Q4: 519 shares; 2025Q1: 507 shares; 2025Q2: 575 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 473 shares 473 $205K <0.01% new Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,607 shares 7,607 $205K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,503 shares; 2025Q1: 4,391 shares; 2025Q2: 4,450 shares; 2025Q3: 8,894 shares; 2025Q4: 8,716 shares; 2026Q1: 8,212 shares 8,212 $204K <0.01% -504 Timeline PEY 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: restricted; 2024Q4: 11,149 shares; 2025Q1: 11,759 shares; 2025Q2: 11,223 shares; 2025Q3: 11,223 shares; 2025Q4: 9,999 shares; 2026Q1: 9,532 shares 9,532 $204K <0.01% -467 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,171 shares; 2025Q1: 8,532 shares; 2025Q2: 12,729 shares; 2025Q3: 12,587 shares; 2025Q4: not reported; 2026Q1: 7,723 shares 7,723 $204K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares; 2026Q1: 1,924 shares 1,924 $203K <0.01% -240 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,921 shares 12,921 $203K <0.01% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,208 shares 3,208 $203K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,434 shares; 2025Q4: 1,425 shares; 2026Q1: 1,393 shares 1,393 $202K <0.01% -32 Timeline DDTO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $201K <0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $201K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,687 shares 10,687 $201K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 933 shares; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 754 shares 754 $200K <0.01% -33 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,467 shares 10,467 $199K <0.01% new Timeline DDTJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,600 shares 10,600 $197K <0.01% new Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 13,444 shares 13,444 $196K <0.01% -11,556 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,193 shares; 2025Q1: 15,422 shares; 2025Q2: 15,422 shares; 2025Q3: 15,422 shares; 2025Q4: 15,422 shares; 2026Q1: 15,422 shares 15,422 $193K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,347 shares; 2025Q3: 22,947 shares; 2025Q4: 22,747 shares; 2026Q1: 22,647 shares 22,647 $191K <0.01% -100 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,065 shares; 2025Q3: 88,699 shares; 2025Q4: 36,506 shares; 2026Q1: 11,453 shares 11,453 $181K <0.01% -25,053 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,787 shares; 2025Q1: 25,635 shares; 2025Q2: 29,470 shares; 2025Q3: 34,361 shares; 2025Q4: 37,683 shares; 2026Q1: 34,929 shares 34,929 $181K <0.01% -2,754 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares 26,000 $179K <0.01% new Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,280 shares; 2025Q1: 42,366 shares; 2025Q2: 29,245 shares; 2025Q3: 21,089 shares; 2025Q4: 19,443 shares; 2026Q1: 14,063 shares 14,063 $176K <0.01% -5,380 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,653 shares 28,653 $174K <0.01% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,073 shares 15,073 $174K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,500 shares; 2025Q1: 36,500 shares; 2025Q2: 42,742 shares; 2025Q3: 40,442 shares; 2025Q4: 40,442 shares; 2026Q1: 37,442 shares 37,442 $173K <0.01% -3,000 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,641 shares; 2025Q1: 46,836 shares; 2025Q2: 47,274 shares; 2025Q3: 47,658 shares; 2025Q4: 47,658 shares; 2026Q1: 47,658 shares 47,658 $172K <0.01% 0 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,403 shares; 2026Q1: 23,624 shares 23,624 $166K <0.01% +11,221 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 23,500 shares 23,500 $166K <0.01% -10,000 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: restricted; 2024Q4: 30,476 shares; 2025Q1: 28,605 shares; 2025Q2: 29,955 shares; 2025Q3: 30,254 shares; 2025Q4: 28,358 shares; 2026Q1: 28,630 shares 28,630 $163K <0.01% +272 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,116 shares 10,116 $163K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,400 shares; 2025Q1: not reported; 2025Q2: 19,818 shares; 2025Q3: 30,554 shares; 2025Q4: 17,613 shares; 2026Q1: 23,293 shares 23,293 $160K <0.01% +5,680 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,350 shares; 2025Q1: 14,550 shares; 2025Q2: 13,675 shares; 2025Q3: 13,701 shares; 2025Q4: 13,781 shares; 2026Q1: 13,427 shares 13,427 $142K <0.01% -354 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,826 shares; 2025Q1: 15,658 shares; 2025Q2: 20,608 shares; 2025Q3: 21,545 shares; 2025Q4: 23,700 shares; 2026Q1: 21,925 shares 21,925 $140K <0.01% -1,775 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,200 shares 10,200 $138K <0.01% new Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares 10,300 $134K <0.01% new Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,325 shares 13,325 $134K <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,250 shares; 2025Q3: 20,212 shares; 2025Q4: not reported; 2026Q1: 14,787 shares 14,787 $130K <0.01% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,427 shares 11,427 $129K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,818 shares; 2025Q1: 11,668 shares; 2025Q2: not reported; 2025Q3: 11,622 shares; 2025Q4: not reported; 2026Q1: 11,474 shares 11,474 $127K <0.01% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,205 shares; 2025Q3: 363,550 shares; 2025Q4: 26,315 shares; 2026Q1: 19,731 shares 19,731 $127K <0.01% -6,584 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,768 shares 11,768 $127K <0.01% new Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,846 shares 21,846 $125K <0.01% new Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,784 shares 11,784 $123K <0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,553 shares; 2025Q1: 27,750 shares; 2025Q2: 13,850 shares; 2025Q3: 11,550 shares; 2025Q4: 12,050 shares; 2026Q1: 11,650 shares 11,650 $123K <0.01% -400 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,194 shares; 2025Q1: 10,657 shares; 2025Q2: 18,407 shares; 2025Q3: 23,379 shares; 2025Q4: 23,379 shares; 2026Q1: 26,170 shares 26,170 $121K <0.01% +2,791 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,779 shares; 2026Q1: 22,779 shares 22,779 $121K <0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,388 shares; 2025Q4: 21,660 shares; 2026Q1: 24,206 shares 24,206 $120K <0.01% +2,546 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $119K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,265 shares; 2025Q1: 15,615 shares; 2025Q2: 35,800 shares; 2025Q3: 35,800 shares; 2025Q4: 33,300 shares; 2026Q1: 34,650 shares 34,650 $119K <0.01% +1,350 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares; 2026Q1: 10,767 shares 10,767 $117K <0.01% 0 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 13,519 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $114K <0.01% 0 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,063 shares; 2026Q1: 12,063 shares 12,063 $108K <0.01% 0 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,591 shares; 2025Q1: 21,283 shares; 2025Q2: 19,326 shares; 2025Q3: 18,617 shares; 2025Q4: 18,571 shares; 2026Q1: 13,362 shares 13,362 $107K <0.01% -5,209 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,010 shares; 2025Q1: 34,000 shares; 2025Q2: 23,000 shares; 2025Q3: 13,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,063 shares 10,063 $104K <0.01% +63 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 23,250 shares; 2025Q4: 23,250 shares; 2026Q1: 23,250 shares 23,250 $98.3K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,735 shares 10,735 $97K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,700 shares 100,700 $93.1K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,030 shares; 2025Q1: 13,392 shares; 2025Q2: 11,841 shares; 2025Q3: 30,914 shares; 2025Q4: 14,910 shares; 2026Q1: 15,610 shares 15,610 $80.7K <0.01% +700 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,389 shares 11,389 $78K <0.01% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,419 shares; 2025Q1: 24,419 shares; 2025Q2: 24,419 shares; 2025Q3: 24,419 shares; 2025Q4: 24,419 shares; 2026Q1: 15,869 shares 15,869 $73K <0.01% -8,550 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares; 2026Q1: 14,900 shares 14,900 $71.2K <0.01% -3,000 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,151 shares; 2025Q1: 19,173 shares; 2025Q2: 19,173 shares; 2025Q3: 17,651 shares; 2025Q4: 16,892 shares; 2026Q1: 13,859 shares 13,859 $70.7K <0.01% -3,033 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,663 shares; 2025Q1: 16,555 shares; 2025Q2: 18,002 shares; 2025Q3: 14,184 shares; 2025Q4: 14,147 shares; 2026Q1: 13,893 shares 13,893 $66K <0.01% -254 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,631 shares; 2025Q1: 13,931 shares; 2025Q2: 13,757 shares; 2025Q3: 10,158 shares; 2025Q4: 14,658 shares; 2026Q1: 16,553 shares 16,553 $65.4K <0.01% +1,895 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,450 shares; 2026Q1: 15,750 shares 15,750 $65.4K <0.01% -5,700 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,738 shares; 2025Q3: 11,738 shares; 2025Q4: 11,738 shares; 2026Q1: 13,788 shares 13,788 $64.4K <0.01% +2,050 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,791 shares; 2025Q1: 17,748 shares; 2025Q2: 13,853 shares; 2025Q3: 12,299 shares; 2025Q4: 12,874 shares; 2026Q1: 10,374 shares 10,374 $62.6K <0.01% -2,500 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,000 shares; 2025Q4: 99,000 shares; 2026Q1: 99,000 shares 99,000 $61.2K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,103 shares; 2025Q2: not reported; 2025Q3: 32,894 shares; 2025Q4: 23,689 shares; 2026Q1: 23,689 shares 23,689 $53.5K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,410 shares; 2026Q1: 20,410 shares 20,410 $50.4K <0.01% +5,000 Timeline XXRP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,063 shares; 2025Q4: not reported; 2026Q1: 11,105 shares 11,105 $42.6K <0.01% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 12,720 shares; 2026Q1: 12,720 shares 12,720 $31.2K <0.01% 0 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $27.8K <0.01% new Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,570 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,370 shares; 2026Q1: 11,370 shares 11,370 $25.8K <0.01% 0 Timeline XTIA XTI AEROSPACE INC More: the full row for XTI AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $20.7K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,578 shares; 2025Q3: 11,578 shares; 2025Q4: 21,823 shares; 2026Q1: 23,223 shares 23,223 $16.3K <0.01% +1,400 Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,503 shares; 2026Q1: 26,503 shares 26,503 $14.9K <0.01% 0 CCIXW CHURCHILL CAPITAL CORP IX More: the full row for CHURCHILL CAPITAL CORP IX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $9K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583,290 shares 583,290 $4.08K <0.01% new