AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,885 shares 3,885 $493K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,740 shares; 2025Q4: 17,500 shares; 2026Q1: 11,297 shares; 2026Q2: 8,531 shares 8,531 $492K 0.01% -2,766 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,972 shares 5,972 $491K 0.01% +1,592 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,891 shares; 2025Q1: 23,338 shares; 2025Q2: 17,995 shares; 2025Q3: 15,710 shares; 2025Q4: 14,472 shares; 2026Q1: 14,729 shares; 2026Q2: 13,294 shares 13,294 $491K 0.01% -1,435 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; 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; 2026Q2: 8,002 shares 8,002 $488K 0.01% +350 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,997 shares; 2025Q1: 109,282 shares; 2025Q2: 110,389 shares; 2025Q3: 110,879 shares; 2025Q4: 94,308 shares; 2026Q1: 80,653 shares; 2026Q2: 63,591 shares 63,591 $488K 0.01% -17,062 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $487K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,021 shares; 2025Q1: 2,939 shares; 2025Q2: 3,660 shares; 2025Q3: 4,306 shares; 2025Q4: 4,438 shares; 2026Q1: 4,027 shares; 2026Q2: 3,482 shares 3,482 $484K 0.01% -545 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,287 shares; 2026Q2: 6,682 shares 6,682 $484K 0.01% -605 Timeline DJUN 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; 2024Q3: restricted; 2024Q4: 8,625 shares; 2025Q1: 8,625 shares; 2025Q2: 8,625 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares; 2026Q1: 9,403 shares; 2026Q2: 9,803 shares 9,803 $483K 0.01% +400 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 2,327 shares; 2025Q4: 2,568 shares; 2026Q1: 2,671 shares; 2026Q2: 3,131 shares 3,131 $483K 0.01% +460 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,703 shares 2,703 $483K 0.01% +27 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,757 shares; 2025Q1: 28,652 shares; 2025Q2: 42,339 shares; 2025Q3: 44,355 shares; 2025Q4: 13,764 shares; 2026Q1: 13,729 shares; 2026Q2: 13,152 shares 13,152 $482K 0.01% -577 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,208 shares; 2026Q2: 2,796 shares 2,796 $480K 0.01% -412 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; 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; 2026Q2: 5,395 shares 5,395 $478K 0.01% -152 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,101 shares; 2025Q1: 46,575 shares; 2025Q2: 44,231 shares; 2025Q3: 40,406 shares; 2025Q4: 40,440 shares; 2026Q1: 48,732 shares; 2026Q2: 32,723 shares 32,723 $478K 0.01% -16,009 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,800 shares; 2025Q3: 39,300 shares; 2025Q4: 39,650 shares; 2026Q1: 41,350 shares; 2026Q2: 41,350 shares 41,350 $477K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,227 shares; 2025Q4: 10,049 shares; 2026Q1: 11,790 shares; 2026Q2: 13,136 shares 13,136 $475K 0.01% +1,346 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,535 shares; 2025Q3: 35,535 shares; 2025Q4: 35,035 shares; 2026Q1: 35,035 shares; 2026Q2: 35,035 shares 35,035 $473K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,573 shares; 2025Q1: 58,807 shares; 2025Q2: 56,632 shares; 2025Q3: 53,562 shares; 2025Q4: 53,649 shares; 2026Q1: 51,093 shares; 2026Q2: 48,182 shares 48,182 $473K 0.01% -2,911 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; 2024Q3: restricted; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,208 shares; 2026Q2: 8,612 shares 8,612 $472K 0.01% +404 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,490 shares; 2025Q2: 2,753 shares; 2025Q3: 2,758 shares; 2025Q4: 3,221 shares; 2026Q1: 2,601 shares; 2026Q2: 2,366 shares 2,366 $472K 0.01% -235 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,144 shares; 2025Q4: 15,067 shares; 2026Q1: 9,539 shares; 2026Q2: 14,057 shares 14,057 $472K 0.01% +4,518 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141,276 shares; 2025Q1: 149,116 shares; 2025Q2: 146,287 shares; 2025Q3: 39,598 shares; 2025Q4: 36,689 shares; 2026Q1: 24,226 shares; 2026Q2: 11,459 shares 11,459 $472K 0.01% -12,767 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,112 shares; 2025Q3: 1,296 shares; 2025Q4: 1,461 shares; 2026Q1: 1,733 shares; 2026Q2: 2,848 shares 2,848 $470K 0.01% +1,115 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,953 shares; 2025Q3: 3,995 shares; 2025Q4: 3,881 shares; 2026Q1: 4,082 shares; 2026Q2: 4,085 shares 4,085 $470K 0.01% +3 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 5,315 shares; 2026Q2: 5,266 shares 5,266 $470K 0.01% -49 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,692 shares; 2026Q1: 5,892 shares; 2026Q2: 5,892 shares 5,892 $468K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,006 shares 21,006 $468K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,964 shares; 2025Q1: 5,445 shares; 2025Q2: 4,204 shares; 2025Q3: 3,458 shares; 2025Q4: 3,816 shares; 2026Q1: 5,690 shares; 2026Q2: 3,438 shares 3,438 $467K 0.01% -2,252 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 1,062 shares; 2025Q2: 3,909 shares; 2025Q3: 1,995 shares; 2025Q4: 1,724 shares; 2026Q1: 2,017 shares; 2026Q2: 2,112 shares 2,112 $466K 0.01% +95 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,077 shares; 2025Q1: 17,142 shares; 2025Q2: 15,689 shares; 2025Q3: 16,405 shares; 2025Q4: 15,714 shares; 2026Q1: 15,950 shares; 2026Q2: 15,319 shares 15,319 $465K 0.01% -631 Timeline IBD 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; 2024Q3: restricted; 2024Q4: 15,012 shares; 2025Q1: 14,773 shares; 2025Q2: 14,833 shares; 2025Q3: 15,537 shares; 2025Q4: 16,855 shares; 2026Q1: 19,131 shares; 2026Q2: 19,551 shares 19,551 $465K 0.01% +420 Timeline SEPT 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; 2024Q3: restricted; 2024Q4: 16,490 shares; 2025Q1: 16,490 shares; 2025Q2: 16,490 shares; 2025Q3: 19,460 shares; 2025Q4: 16,460 shares; 2026Q1: 16,460 shares; 2026Q2: 12,360 shares 12,360 $464K 0.01% -4,100 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,392 shares; 2025Q3: 11,534 shares; 2025Q4: 11,930 shares; 2026Q1: 11,101 shares; 2026Q2: 11,328 shares 11,328 $464K 0.01% +227 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,413 shares 5,413 $463K 0.01% 0 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; 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; 2026Q2: 5,857 shares 5,857 $458K 0.01% +975 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares; 2026Q1: 13,537 shares; 2026Q2: 10,187 shares 10,187 $458K 0.01% -3,350 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,952 shares; 2025Q1: 14,956 shares; 2025Q2: 9,672 shares; 2025Q3: 7,653 shares; 2025Q4: 6,409 shares; 2026Q1: 7,352 shares; 2026Q2: 7,146 shares 7,146 $457K 0.01% -206 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,590 shares; 2025Q4: 13,829 shares; 2026Q1: 20,227 shares; 2026Q2: 16,584 shares 16,584 $456K 0.01% -3,643 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,787 shares; 2025Q1: 11,433 shares; 2025Q2: 10,903 shares; 2025Q3: 10,787 shares; 2025Q4: 9,805 shares; 2026Q1: 6,197 shares; 2026Q2: 6,027 shares 6,027 $454K 0.01% -170 Timeline AIOO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,046 shares 17,046 $449K 0.01% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,387 shares; 2025Q1: 26,826 shares; 2025Q2: 29,820 shares; 2025Q3: 29,983 shares; 2025Q4: 32,305 shares; 2026Q1: 29,628 shares; 2026Q2: 29,378 shares 29,378 $447K 0.01% -250 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,952 shares; 2025Q3: 22,129 shares; 2025Q4: 24,196 shares; 2026Q1: 23,910 shares; 2026Q2: 23,891 shares 23,891 $443K 0.01% -19 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,409 shares; 2025Q1: 91,276 shares; 2025Q2: 72,828 shares; 2025Q3: 65,726 shares; 2025Q4: 55,250 shares; 2026Q1: 52,750 shares; 2026Q2: 35,386 shares 35,386 $443K 0.01% -17,364 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,021 shares; 2025Q3: 27,021 shares; 2025Q4: 27,021 shares; 2026Q1: 27,021 shares; 2026Q2: 27,021 shares 27,021 $443K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 3,150 shares; 2026Q2: 4,371 shares 4,371 $443K 0.01% +1,221 Timeline DDFY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,096 shares 22,096 $443K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares; 2026Q1: 5,254 shares; 2026Q2: 5,710 shares 5,710 $441K 0.01% +456 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,835 shares; 2026Q2: 5,947 shares 5,947 $440K 0.01% +112 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,029 shares; 2025Q1: 28,490 shares; 2025Q2: 28,605 shares; 2025Q3: 34,072 shares; 2025Q4: 35,120 shares; 2026Q1: 36,109 shares; 2026Q2: 34,159 shares 34,159 $440K 0.01% -1,950 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,075 shares 16,075 $438K 0.01% +7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 12,487 shares; 2026Q2: 14,583 shares 14,583 $436K 0.01% +2,096 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,893 shares; 2026Q1: 7,051 shares; 2026Q2: 4,796 shares 4,796 $434K 0.01% -2,255 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145 shares 1,145 $433K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,236 shares; 2025Q1: 4,212 shares; 2025Q2: 3,857 shares; 2025Q3: 3,764 shares; 2025Q4: 3,531 shares; 2026Q1: 3,048 shares; 2026Q2: 2,219 shares 2,219 $431K 0.01% -829 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,686 shares; 2025Q3: 8,885 shares; 2025Q4: 14,573 shares; 2026Q1: 20,180 shares; 2026Q2: 20,595 shares 20,595 $431K 0.01% +415 Timeline IPKW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,956 shares; 2026Q2: 7,595 shares 7,595 $428K 0.01% -361 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,315 shares; 2025Q1: 21,805 shares; 2025Q2: 22,689 shares; 2025Q3: 13,881 shares; 2025Q4: 13,066 shares; 2026Q1: 9,896 shares; 2026Q2: 9,899 shares 9,899 $427K 0.01% +3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,817 shares; 2025Q3: 20,237 shares; 2025Q4: 20,500 shares; 2026Q1: 14,491 shares; 2026Q2: 17,754 shares 17,754 $426K 0.01% +3,263 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866 $426K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares; 2026Q1: 16,060 shares; 2026Q2: 16,449 shares 16,449 $425K 0.01% +389 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; 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; 2026Q2: 8,220 shares 8,220 $423K 0.01% +85 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,536 shares; 2025Q1: 1,588 shares; 2025Q2: 1,522 shares; 2025Q3: 1,600 shares; 2025Q4: 1,592 shares; 2026Q1: 5,074 shares; 2026Q2: 1,764 shares 1,764 $422K 0.01% -3,310 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,006 shares 11,006 $421K 0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,893 shares; 2025Q4: 12,895 shares; 2026Q1: 12,073 shares; 2026Q2: 12,084 shares 12,084 $420K 0.01% +11 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,584 shares 4,584 $420K 0.01% +2 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,625 shares 11,625 $417K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 155 shares; 2025Q2: 125 shares; 2025Q3: 170 shares; 2025Q4: 193 shares; 2026Q1: 207 shares; 2026Q2: 244 shares 244 $415K 0.01% +37 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; 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; 2026Q2: 3,776 shares 3,776 $414K 0.01% -264 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; 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; 2026Q2: 9,857 shares 9,857 $412K 0.01% -1,795 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,403 shares 7,403 $411K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,650 shares; 2025Q3: 16,725 shares; 2025Q4: 20,175 shares; 2026Q1: 19,635 shares; 2026Q2: 18,935 shares 18,935 $410K 0.01% -700 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,152 shares; 2026Q1: 9,686 shares; 2026Q2: 4,602 shares 4,602 $410K 0.01% -5,084 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,092 shares; 2025Q1: 21,926 shares; 2025Q2: 21,374 shares; 2025Q3: 19,926 shares; 2025Q4: 23,034 shares; 2026Q1: 22,658 shares; 2026Q2: 20,903 shares 20,903 $408K 0.01% -1,755 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; 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; 2026Q2: 8,423 shares 8,423 $407K 0.01% -270 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; 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; 2026Q2: 14,030 shares 14,030 $406K 0.01% -50 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; 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; 2026Q2: 11,710 shares 11,710 $406K 0.01% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 3,309 shares; 2025Q4: 2,965 shares; 2026Q1: 2,302 shares; 2026Q2: 3,489 shares 3,489 $405K 0.01% +1,187 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; 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; 2026Q2: 11,261 shares 11,261 $404K 0.01% -76 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,685 shares; 2025Q1: 3,273 shares; 2025Q2: 3,276 shares; 2025Q3: 2,853 shares; 2025Q4: 3,167 shares; 2026Q1: 6,959 shares; 2026Q2: 3,527 shares 3,527 $403K 0.01% -3,432 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,579 shares; 2025Q1: 5,483 shares; 2025Q2: 5,270 shares; 2025Q3: 5,445 shares; 2025Q4: 4,911 shares; 2026Q1: 4,824 shares; 2026Q2: 3,713 shares 3,713 $401K 0.01% -1,111 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,490 shares; 2025Q4: 5,886 shares; 2026Q1: 5,996 shares; 2026Q2: 6,190 shares 6,190 $400K 0.01% +194 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,417 shares; 2026Q2: 9,640 shares 9,640 $399K 0.01% -777 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; 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; 2026Q2: 11,458 shares 11,458 $398K 0.01% +2,912 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; 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; 2026Q2: 4,540 shares 4,540 $398K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 14,948 shares 14,948 $398K 0.01% +1,448 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; 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; 2026Q2: 33,879 shares 33,879 $398K 0.01% -488 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; 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; 2026Q2: 2,704 shares 2,704 $395K 0.01% +73 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; 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; 2026Q2: 7,814 shares 7,814 $395K 0.01% +1,427 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,550 shares; 2026Q1: 2,525 shares; 2026Q2: 2,979 shares 2,979 $394K 0.01% +454 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,937 shares 8,937 $392K 0.01% new 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; 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; 2026Q2: 19,972 shares 19,972 $392K 0.01% -1,855 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,092 shares; 2025Q1: 7,502 shares; 2025Q2: 4,422 shares; 2025Q3: 4,422 shares; 2025Q4: 3,722 shares; 2026Q1: 3,723 shares; 2026Q2: 3,423 shares 3,423 $392K 0.01% -300 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; 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; 2026Q2: 8,726 shares 8,726 $390K 0.01% -536 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; 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; 2026Q2: 62,627 shares 62,627 $390K 0.01% +17,820 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,916 shares 7,916 $390K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 3,418 shares 3,418 $386K 0.01% +1,468 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; 2024Q3: restricted; 2024Q4: 8,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 11,218 shares 11,218 $386K 0.01% +4,368 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; 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; 2026Q2: 9,027 shares 9,027 $386K 0.01% +72 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,434 shares; 2025Q4: 10,712 shares; 2026Q1: 10,626 shares; 2026Q2: 11,317 shares 11,317 $386K 0.01% +691 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; 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; 2026Q2: 2,916 shares 2,916 $384K 0.01% +1,089 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; 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; 2026Q2: 42,808 shares 42,808 $382K 0.01% +7,428 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,901 shares; 2025Q3: 27,040 shares; 2025Q4: 25,169 shares; 2026Q1: 21,141 shares; 2026Q2: 19,734 shares 19,734 $381K 0.01% -1,407 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; 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; 2026Q2: 30,642 shares 30,642 $381K 0.01% -1,100 Timeline FEP 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; 2024Q3: restricted; 2024Q4: 6,236 shares; 2025Q1: 6,153 shares; 2025Q2: 6,335 shares; 2025Q3: 6,357 shares; 2025Q4: 9,064 shares; 2026Q1: 7,906 shares; 2026Q2: 6,663 shares 6,663 $380K 0.01% -1,243 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; 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; 2026Q2: 2,494 shares 2,494 $380K 0.01% +272 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,311 shares; 2025Q2: 11,472 shares; 2025Q3: 14,037 shares; 2025Q4: 11,223 shares; 2026Q1: 9,319 shares; 2026Q2: 7,210 shares 7,210 $380K 0.01% -2,109 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,945 shares 13,945 $379K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,835 shares; 2026Q1: 5,635 shares; 2026Q2: 4,176 shares 4,176 $379K 0.01% -1,459 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; 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; 2026Q2: 7,926 shares 7,926 $379K 0.01% -755 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; 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; 2026Q2: 1,281 shares 1,281 $378K 0.01% -37 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; 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; 2026Q2: 5,428 shares 5,428 $378K 0.01% +616 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 9,391 shares; 2025Q4: 16,513 shares; 2026Q1: 16,466 shares; 2026Q2: 16,466 shares 16,466 $377K 0.01% 0 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; 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; 2026Q2: 7,500 shares 7,500 $376K 0.01% 0 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; 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; 2026Q2: 4,561 shares 4,561 $376K 0.01% -559 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101,126 shares; 2025Q2: 46,851 shares; 2025Q3: 49,722 shares; 2025Q4: 39,132 shares; 2026Q1: 31,571 shares; 2026Q2: 15,346 shares 15,346 $376K 0.01% -16,225 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; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 789 shares; 2025Q2: 832 shares; 2025Q3: 807 shares; 2025Q4: 802 shares; 2026Q1: 839 shares; 2026Q2: 764 shares 764 $375K 0.01% -75 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; 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; 2026Q2: 33,128 shares 33,128 $375K 0.01% -1,852 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,791 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,871 shares 6,871 $374K 0.01% new Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,700 shares 5,700 $374K 0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,152 shares 4,152 $373K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,451 shares; 2026Q2: 7,345 shares 7,345 $372K 0.01% +1,894 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,237 shares; 2025Q1: 1,041 shares; 2025Q2: 924 shares; 2025Q3: 923 shares; 2025Q4: 1,018 shares; 2026Q1: 1,323 shares; 2026Q2: 823 shares 823 $371K 0.01% -500 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; 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; 2026Q2: 8,336 shares 8,336 $370K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 809 shares; 2026Q1: not reported; 2026Q2: 986 shares 986 $370K 0.01% new 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; 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; 2026Q2: 13,530 shares 13,530 $370K 0.01% +685 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; 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; 2026Q2: 3,322 shares 3,322 $370K 0.01% +794 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,534 shares 7,534 $368K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,235 shares 2,235 $368K 0.01% new 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; 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; 2026Q2: 19,803 shares 19,803 $368K 0.01% -2,153 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; 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; 2026Q2: 2,543 shares 2,543 $367K 0.01% -48 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,926 shares 3,926 $366K 0.01% +188 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,595 shares; 2026Q2: 4,788 shares 4,788 $365K 0.01% +193 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,610 shares; 2026Q1: 9,360 shares; 2026Q2: 4,607 shares 4,607 $364K 0.01% -4,753 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; 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; 2026Q2: 10,078 shares 10,078 $364K 0.01% -101 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; 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; 2026Q2: 28,412 shares 28,412 $364K 0.01% +79 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $363K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,825 shares; 2025Q3: 5,065 shares; 2025Q4: 5,141 shares; 2026Q1: 5,073 shares; 2026Q2: 6,565 shares 6,565 $361K 0.01% +1,492 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,154 shares; 2025Q3: 2,352 shares; 2025Q4: 2,095 shares; 2026Q1: 2,157 shares; 2026Q2: 2,478 shares 2,478 $360K 0.01% +321 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares 3,768 $358K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 9,108 shares; 2025Q4: 11,089 shares; 2026Q1: 11,009 shares; 2026Q2: 10,103 shares 10,103 $358K 0.01% -906 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,865 shares 22,865 $358K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,500 shares; 2026Q2: 79,500 shares 79,500 $357K 0.01% -3,000 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,315 shares 6,315 $357K 0.01% +1,053 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 800 shares 800 $357K 0.01% -82 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; 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; 2026Q2: 5,222 shares 5,222 $357K 0.01% +386 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,657 shares; 2026Q2: 38,721 shares 38,721 $355K 0.01% +1,064 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,587 shares; 2026Q1: 5,238 shares; 2026Q2: 7,068 shares 7,068 $355K 0.01% +1,830 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; 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; 2026Q2: 43,670 shares 43,670 $354K 0.01% +8,741 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,085 shares; 2026Q2: 8,417 shares 8,417 $354K 0.01% +1,332 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 491 shares; 2025Q4: 662 shares; 2026Q1: 765 shares; 2026Q2: 952 shares 952 $353K 0.01% +187 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; 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; 2026Q2: 2,166 shares 2,166 $353K 0.01% +58 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,660 shares; 2026Q2: 7,660 shares 7,660 $352K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 8,949 shares; 2026Q1: 8,676 shares; 2026Q2: 9,542 shares 9,542 $352K 0.01% +866 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; 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; 2026Q2: 6,583 shares 6,583 $351K 0.01% +165 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $351K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,557 shares; 2026Q1: 2,634 shares; 2026Q2: 2,987 shares 2,987 $350K 0.01% +353 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; 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; 2026Q2: 9,774 shares 9,774 $348K 0.01% 0 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; 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; 2026Q2: 9,266 shares 9,266 $348K 0.01% -995 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,615 shares 17,615 $348K 0.01% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,021 shares 5,021 $348K 0.01% new 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; 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; 2026Q2: 5,354 shares 5,354 $347K 0.01% +17 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; 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; 2026Q2: 28,066 shares 28,066 $347K 0.01% -886 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,250 shares; 2025Q3: 20,212 shares; 2025Q4: not reported; 2026Q1: 14,787 shares; 2026Q2: 19,287 shares 19,287 $346K 0.01% +4,500 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,007 shares; 2026Q2: 2,849 shares 2,849 $346K 0.01% -158 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; 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; 2026Q2: 28,508 shares 28,508 $346K 0.01% +206 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; 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; 2026Q2: 11,500 shares 11,500 $345K 0.01% -3,000 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; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 869 shares; 2025Q2: 855 shares; 2025Q3: 818 shares; 2025Q4: 641 shares; 2026Q1: 642 shares; 2026Q2: 641 shares 641 $345K 0.01% -1 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,955 shares; 2025Q1: 6,455 shares; 2025Q2: 7,755 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares; 2026Q1: 8,255 shares; 2026Q2: 4,455 shares 4,455 $345K 0.01% -3,800 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,690 shares; 2026Q2: 9,755 shares 9,755 $345K 0.01% +65 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 933 shares; 2025Q1: 1,896 shares; 2025Q2: 7,054 shares; 2025Q3: 4,479 shares; 2025Q4: 2,925 shares; 2026Q1: 1,656 shares; 2026Q2: 751 shares 751 $345K 0.01% -905 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; 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; 2026Q2: 23,250 shares 23,250 $343K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,375 shares; 2026Q2: 12,940 shares 12,940 $342K 0.01% +3,565 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,805 shares; 2026Q2: 6,848 shares 6,848 $341K 0.01% +43 Timeline CLSE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,988 shares 9,988 $341K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,103 shares; 2025Q3: 10,531 shares; 2025Q4: 10,531 shares; 2026Q1: 10,531 shares; 2026Q2: 11,531 shares 11,531 $341K 0.01% +1,000 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; 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; 2026Q2: 18,436 shares 18,436 $341K 0.01% -159 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 723 shares; 2025Q1: 1,142 shares; 2025Q2: 1,566 shares; 2025Q3: 1,206 shares; 2025Q4: 1,356 shares; 2026Q1: 1,339 shares; 2026Q2: 1,304 shares 1,304 $340K 0.01% -35 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,302 shares; 2026Q1: 48,531 shares; 2026Q2: 11,645 shares 11,645 $340K 0.01% -36,886 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,660 shares; 2025Q4: 1,760 shares; 2026Q1: 1,860 shares; 2026Q2: 1,635 shares 1,635 $338K 0.01% -225 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,995 shares 3,995 $338K 0.01% +475 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,023 shares 5,023 $338K 0.01% +574 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $337K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,969 shares 3,969 $336K 0.01% -1,765 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; 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; 2026Q2: 8,345 shares 8,345 $336K 0.01% +980 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; 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; 2026Q2: 6,996 shares 6,996 $334K 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; 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; 2026Q2: 2,302 shares 2,302 $333K 0.01% +282 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; 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; 2026Q2: 1,697 shares 1,697 $332K 0.01% -60 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,064 shares; 2026Q1: 4,241 shares; 2026Q2: 5,901 shares 5,901 $331K 0.01% +1,660 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 83,342 shares; 2025Q2: 41,805 shares; 2025Q3: 42,788 shares; 2025Q4: 39,096 shares; 2026Q1: 23,757 shares; 2026Q2: 12,809 shares 12,809 $331K 0.01% -10,948 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,536 shares; 2025Q3: 4,999 shares; 2025Q4: 7,496 shares; 2026Q1: 6,846 shares; 2026Q2: 6,062 shares 6,062 $331K 0.01% -784 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,983 shares; 2025Q1: 10,855 shares; 2025Q2: 10,322 shares; 2025Q3: 9,911 shares; 2025Q4: 9,959 shares; 2026Q1: 9,922 shares; 2026Q2: 5,964 shares 5,964 $330K 0.01% -3,958 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; 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; 2026Q2: 2,298 shares 2,298 $329K 0.01% +1 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; 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; 2026Q2: 2,836 shares 2,836 $328K 0.01% -699 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 57,836 shares; 2025Q2: 46,294 shares; 2025Q3: 22,749 shares; 2025Q4: 16,969 shares; 2026Q1: 25,550 shares; 2026Q2: 12,034 shares 12,034 $327K 0.01% -13,516 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,242 shares 5,242 $327K 0.01% new 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; 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; 2026Q2: 2,468 shares 2,468 $327K 0.01% -12 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; 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; 2026Q2: 7,073 shares 7,073 $327K 0.01% -743 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,441 shares; 2025Q3: 19,668 shares; 2025Q4: 16,582 shares; 2026Q1: 11,572 shares; 2026Q2: 5,632 shares 5,632 $326K 0.01% -5,940 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,534 shares; 2025Q4: 2,444 shares; 2026Q1: 2,270 shares; 2026Q2: 2,733 shares 2,733 $326K 0.01% +463 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 6,784 shares; 2026Q1: 7,227 shares; 2026Q2: 6,784 shares 6,784 $325K 0.01% -443 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,437 shares 3,437 $325K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,782 shares 1,782 $325K 0.01% -225 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,590 shares 1,590 $322K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 7,265 shares; 2026Q1: 6,990 shares; 2026Q2: 8,263 shares 8,263 $322K 0.01% +1,273 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,733 shares; 2026Q1: 23,507 shares; 2026Q2: 24,495 shares 24,495 $321K 0.01% +988 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; 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; 2026Q2: 25,642 shares 25,642 $320K 0.01% +3,000 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,317 shares 4,317 $320K 0.01% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840 $319K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares; 2026Q2: 4,363 shares 4,363 $316K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,013 shares; 2025Q1: 3,504 shares; 2025Q2: 4,200 shares; 2025Q3: 6,100 shares; 2025Q4: 8,016 shares; 2026Q1: 8,600 shares; 2026Q2: 8,000 shares 8,000 $315K 0.01% -600 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; 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; 2026Q2: 6,155 shares 6,155 $314K 0.01% -200 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,591 shares; 2025Q3: 7,986 shares; 2025Q4: 7,488 shares; 2026Q1: 6,558 shares; 2026Q2: 6,290 shares 6,290 $314K 0.01% -268 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 165 shares; 2025Q2: 2,648 shares; 2025Q3: not reported; 2025Q4: 3,598 shares; 2026Q1: 5,014 shares; 2026Q2: 3,405 shares 3,405 $314K 0.01% -1,609 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,973 shares 5,973 $313K 0.01% -472 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; 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; 2026Q2: 11,177 shares 11,177 $313K 0.01% +854 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,696 shares; 2026Q1: 9,696 shares; 2026Q2: 9,696 shares 9,696 $313K 0.01% 0 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; 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; 2026Q2: 18,000 shares 18,000 $313K 0.01% 0 Timeline CSEN COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,192 shares 13,192 $312K 0.01% new 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; 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; 2026Q2: 1,153 shares 1,153 $312K 0.01% +79 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; 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; 2026Q2: 4,700 shares 4,700 $311K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,025 shares; 2026Q2: 2,000 shares 2,000 $311K 0.01% -25 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,371 shares; 2025Q1: 29,339 shares; 2025Q2: 22,464 shares; 2025Q3: 16,920 shares; 2025Q4: 29,778 shares; 2026Q1: 28,013 shares; 2026Q2: 20,669 shares 20,669 $311K 0.01% -7,344 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,164 shares 8,164 $311K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,135 shares; 2025Q3: 23,026 shares; 2025Q4: 8,247 shares; 2026Q1: 8,247 shares; 2026Q2: 7,981 shares 7,981 $310K 0.01% -266 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,752 shares 11,752 $310K 0.01% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,195 shares; 2026Q1: 15,195 shares; 2026Q2: 15,195 shares 15,195 $310K 0.01% 0 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; 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; 2026Q2: 24,430 shares 24,430 $310K 0.01% +306 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 297 shares 297 $310K 0.01% +50 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,445 shares; 2025Q4: 22,961 shares; 2026Q1: 36,159 shares; 2026Q2: 26,699 shares 26,699 $309K 0.01% -9,460 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares; 2025Q4: 3,258 shares; 2026Q1: 3,634 shares; 2026Q2: 3,942 shares 3,942 $309K 0.01% +308 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; 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; 2026Q2: 16,500 shares 16,500 $308K 0.01% +2,325 Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,700 shares 18,700 $308K 0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,156 shares; 2025Q2: 5,705 shares; 2025Q3: 5,373 shares; 2025Q4: 6,651 shares; 2026Q1: 7,008 shares; 2026Q2: 4,558 shares 4,558 $308K 0.01% -2,450 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,034 shares; 2026Q2: 9,113 shares 9,113 $308K 0.01% +2,079 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,252 shares; 2026Q2: 4,073 shares 4,073 $307K 0.01% -15,179 Timeline BOTT THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,047 shares 6,047 $307K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 10,665 shares; 2026Q1: 11,030 shares; 2026Q2: 13,058 shares 13,058 $306K 0.01% +2,028 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; 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; 2026Q2: 1,426 shares 1,426 $304K 0.01% -6 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; 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; 2026Q2: 5,057 shares 5,057 $303K 0.01% -689 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,223 shares; 2025Q1: 3,045 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045 $301K 0.01% new 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; 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; 2026Q2: 3,282 shares 3,282 $301K 0.01% -27 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,416 shares; 2025Q3: 12,437 shares; 2025Q4: 11,483 shares; 2026Q1: 11,553 shares; 2026Q2: 9,462 shares 9,462 $301K 0.01% -2,091 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,920 shares; 2025Q1: 25,753 shares; 2025Q2: 19,567 shares; 2025Q3: 11,537 shares; 2025Q4: 9,112 shares; 2026Q1: 8,337 shares; 2026Q2: 3,952 shares 3,952 $300K 0.01% -4,385 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,931 shares 5,931 $299K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,691 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $299K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,882 shares; 2025Q4: 8,754 shares; 2026Q1: 8,754 shares; 2026Q2: 8,754 shares 8,754 $298K 0.01% 0 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; 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; 2026Q2: 5,862 shares 5,862 $298K 0.01% -94 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,327 shares 5,327 $298K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,638 shares; 2025Q4: 10,254 shares; 2026Q1: 9,504 shares; 2026Q2: 9,504 shares 9,504 $297K 0.01% 0 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; 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; 2026Q2: 11,618 shares 11,618 $296K 0.01% +1,221 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; 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; 2026Q2: 28,072 shares 28,072 $296K 0.01% +5,190 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,374 shares; 2026Q1: 7,047 shares; 2026Q2: 7,921 shares 7,921 $296K 0.01% +874 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $295K 0.01% new Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,324 shares 9,324 $295K 0.01% new Timeline DUG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,800 shares; 2026Q2: 13,800 shares 13,800 $295K 0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,040 shares; 2025Q1: 90,940 shares; 2025Q2: 88,366 shares; 2025Q3: 85,767 shares; 2025Q4: 69,694 shares; 2026Q1: 56,161 shares; 2026Q2: 31,068 shares 31,068 $295K 0.01% -25,093 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; 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; 2026Q2: 2,519 shares 2,519 $294K 0.01% -548 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $293K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,073 shares; 2026Q2: 24,619 shares 24,619 $292K 0.01% +9,546 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 887 shares; 2025Q4: 878 shares; 2026Q1: 1,027 shares; 2026Q2: 1,013 shares 1,013 $290K 0.01% -14 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; 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; 2026Q2: 1,914 shares 1,914 $290K 0.01% -29 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; 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; 2026Q2: 5,639 shares 5,639 $289K 0.01% -2,611 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; 2024Q3: restricted; 2024Q4: 43,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,090 shares; 2026Q2: 9,731 shares 9,731 $289K 0.01% +641 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,784 shares; 2025Q3: 16,758 shares; 2025Q4: 15,191 shares; 2026Q1: 15,724 shares; 2026Q2: 7,181 shares 7,181 $289K 0.01% -8,543 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,189 shares 11,189 $288K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,847 shares; 2025Q2: 3,088 shares; 2025Q3: 1,969 shares; 2025Q4: 1,758 shares; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $287K 0.01% new 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; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 600 shares; 2025Q2: 650 shares; 2025Q3: 614 shares; 2025Q4: 739 shares; 2026Q1: 817 shares; 2026Q2: 705 shares 705 $287K 0.01% -112 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,292 shares 10,292 $286K 0.01% -298 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,630 shares 2,630 $286K 0.01% new 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; 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; 2026Q2: 17,849 shares 17,849 $285K 0.01% -1,000 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,750 shares 12,750 $284K 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; 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; 2026Q2: 5,193 shares 5,193 $284K 0.01% -300 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; 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; 2026Q2: 4,329 shares 4,329 $284K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,012 shares; 2025Q1: 6,505 shares; 2025Q2: 8,066 shares; 2025Q3: 6,583 shares; 2025Q4: 7,632 shares; 2026Q1: 9,537 shares; 2026Q2: 5,534 shares 5,534 $284K 0.01% -4,003 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,891 shares; 2025Q4: 5,829 shares; 2026Q1: 5,909 shares; 2026Q2: 7,153 shares 7,153 $284K 0.01% +1,244 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; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,041 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $284K 0.01% 0 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; 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; 2026Q2: 11,988 shares 11,988 $283K 0.01% -3,604 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares; 2026Q2: 1,302 shares 1,302 $282K 0.01% -51 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $282K 0.01% 0 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; 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; 2026Q2: 3,705 shares 3,705 $281K 0.01% -1,059 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,109 shares; 2025Q4: 13,309 shares; 2026Q1: 10,309 shares; 2026Q2: 10,809 shares 10,809 $281K 0.01% +500 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 765 shares; 2025Q2: 762 shares; 2025Q3: 753 shares; 2025Q4: 1,033 shares; 2026Q1: 1,343 shares; 2026Q2: 960 shares 960 $281K 0.01% -383 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,790 shares 5,790 $280K 0.01% new 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; 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; 2026Q2: 1,709 shares 1,709 $280K 0.01% -130 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; 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; 2026Q2: 1,575 shares 1,575 $279K 0.01% -13 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; 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; 2026Q2: 1,917 shares 1,917 $278K 0.01% -40 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128 shares; 2026Q1: 6,022 shares; 2026Q2: 6,022 shares 6,022 $277K 0.01% 0 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; 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; 2026Q2: 2,249 shares 2,249 $277K 0.01% -111 Timeline MAYU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,093 shares 8,093 $276K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $276K 0.01% 0 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; 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; 2026Q2: 10,000 shares 10,000 $274K 0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,963 shares 6,963 $273K 0.01% new 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; 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; 2026Q2: 10,529 shares 10,529 $273K 0.01% +65 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,876 shares 5,876 $273K 0.01% -1,331 Timeline IMST BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,377 shares; 2026Q1: 55,629 shares; 2026Q2: 40,371 shares 40,371 $273K 0.01% -15,258 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; 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; 2026Q2: 7,950 shares 7,950 $273K 0.01% -1,070 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,587 shares; 2025Q4: 7,629 shares; 2026Q1: 6,434 shares; 2026Q2: 6,562 shares 6,562 $271K 0.01% +128 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,482 shares 5,482 $271K 0.01% -353 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; 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; 2026Q2: 6,653 shares 6,653 $270K 0.01% +1,240 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,967 shares; 2026Q1: 4,372 shares; 2026Q2: 4,796 shares 4,796 $270K 0.01% +424 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; 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; 2026Q2: 23,852 shares 23,852 $270K 0.01% -800 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,019 shares 3,019 $269K 0.01% new Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,110 shares 7,110 $269K 0.01% +546 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; 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; 2026Q2: 6,526 shares 6,526 $268K 0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,952 shares 1,952 $268K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,130 shares; 2025Q2: 1,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares; 2026Q2: 1,577 shares 1,577 $268K 0.01% +2 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; 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; 2026Q2: 13,377 shares 13,377 $268K 0.01% +396 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; 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; 2026Q2: 7,826 shares 7,826 $267K <0.01% -144 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $267K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,821 shares; 2026Q2: 1,821 shares 1,821 $266K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,842 shares 15,842 $266K <0.01% new Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,973 shares; 2026Q2: 1,797 shares 1,797 $266K <0.01% -8,176 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; 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; 2026Q2: 4,515 shares 4,515 $266K <0.01% -250 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,175 shares; 2026Q2: 28,175 shares 28,175 $265K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 1,944 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,167 shares 2,167 $265K <0.01% new 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; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 995 shares; 2025Q2: 1,237 shares; 2025Q3: 1,129 shares; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 904 shares 904 $265K <0.01% +104 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,589 shares 11,589 $265K <0.01% -40 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $265K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,033 shares; 2025Q4: 7,921 shares; 2026Q1: 7,921 shares; 2026Q2: 7,921 shares 7,921 $265K <0.01% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,650 shares 7,650 $264K <0.01% new 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; 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; 2026Q2: 2,840 shares 2,840 $264K <0.01% -228 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,994 shares 10,994 $264K <0.01% -1,859 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,399 shares; 2026Q2: 6,237 shares 6,237 $264K <0.01% +838 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,579 shares 2,579 $263K <0.01% -701 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares; 2026Q1: not reported; 2026Q2: 5,268 shares 5,268 $263K <0.01% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 277,631 shares; 2025Q1: 291,193 shares; 2025Q2: 247,759 shares; 2025Q3: 258,402 shares; 2025Q4: 188,556 shares; 2026Q1: 132,976 shares; 2026Q2: 32,341 shares 32,341 $263K <0.01% -100,635 Timeline DDTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $263K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,439 shares; 2025Q3: 9,425 shares; 2025Q4: 8,067 shares; 2026Q1: 4,198 shares; 2026Q2: 4,734 shares 4,734 $263K <0.01% +536 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,486 shares; 2025Q4: 8,486 shares; 2026Q1: 8,486 shares; 2026Q2: 8,771 shares 8,771 $263K <0.01% +285 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; 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; 2026Q2: 6,139 shares 6,139 $262K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,585 shares; 2026Q2: 3,561 shares 3,561 $262K <0.01% -24 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,951 shares; 2026Q2: 23,971 shares 23,971 $262K <0.01% -1,980 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,284 shares; 2026Q1: 103,761 shares; 2026Q2: 56,561 shares 56,561 $261K <0.01% -47,200 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,442 shares; 2025Q4: 5,442 shares; 2026Q1: 5,442 shares; 2026Q2: 5,442 shares 5,442 $261K <0.01% 0 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; 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; 2026Q2: 19,557 shares 19,557 $261K <0.01% +5,494 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; 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; 2026Q2: 4,500 shares 4,500 $260K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 9,768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,707 shares; 2026Q2: 6,707 shares 6,707 $259K <0.01% 0 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; 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; 2026Q2: 15,134 shares 15,134 $259K <0.01% +25 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,235 shares 5,235 $259K <0.01% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,650 shares; 2026Q2: 10,246 shares 10,246 $258K <0.01% -4,404 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; 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; 2026Q2: 3,373 shares 3,373 $258K <0.01% -219 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,203 shares 5,203 $258K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,403 shares; 2026Q1: 23,624 shares; 2026Q2: 35,253 shares 35,253 $257K <0.01% +11,629 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 614 shares 614 $255K <0.01% -515 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; 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; 2026Q2: 1,690 shares 1,690 $255K <0.01% -1,069 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; 2024Q3: restricted; 2024Q4: 29,637 shares; 2025Q1: not reported; 2025Q2: 12,559 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,302 shares; 2026Q2: 15,052 shares 15,052 $255K <0.01% -1,250 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,221 shares 9,221 $254K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $253K <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; 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; 2026Q2: 6,501 shares 6,501 $253K <0.01% +1,324 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,661 shares 3,661 $252K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 2,637 shares; 2025Q2: 1,877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $252K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,647 shares; 2026Q1: 2,597 shares; 2026Q2: 2,577 shares 2,577 $252K <0.01% -20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,310 shares; 2025Q3: 2,810 shares; 2025Q4: 2,998 shares; 2026Q1: 2,435 shares; 2026Q2: 2,200 shares 2,200 $250K <0.01% -235 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,653 shares 1,653 $250K <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; 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; 2026Q2: 1,708 shares 1,708 $250K <0.01% -7 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $249K <0.01% new 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; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,904 shares; 2025Q4: 7,904 shares; 2026Q1: 7,922 shares; 2026Q2: 7,760 shares 7,760 $249K <0.01% -162 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,858 shares 2,858 $248K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,834 shares; 2026Q2: 3,174 shares 3,174 $248K <0.01% +340 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,453 shares; 2026Q1: 7,959 shares; 2026Q2: 2,398 shares 2,398 $247K <0.01% -5,561 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,637 shares 1,637 $246K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,679 shares; 2025Q4: 9,679 shares; 2026Q1: 9,679 shares; 2026Q2: 9,679 shares 9,679 $245K <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; 2024Q3: restricted; 2024Q4: 4,595 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $244K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,248 shares 1,248 $243K <0.01% -373 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; 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; 2026Q2: 11,056 shares 11,056 $243K <0.01% -2,003 Timeline XXI TWENTY ONE CAP INC More: the full row for TWENTY ONE CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,968 shares 48,968 $242K <0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,472 shares 7,472 $242K <0.01% -186 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $242K <0.01% 0 Timeline PSCT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,618 shares 2,618 $242K <0.01% new 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; 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; 2026Q2: 1,861 shares 1,861 $241K <0.01% -55 Timeline QQQJ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,304 shares 5,304 $241K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,921 shares; 2026Q2: 17,885 shares 17,885 $241K <0.01% +4,964 Timeline APRT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,236 shares 5,236 $240K <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; 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; 2026Q2: 4,031 shares 4,031 $240K <0.01% -312 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; 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; 2026Q2: 51,442 shares 51,442 $240K <0.01% +14,000 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; 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; 2026Q2: 4,006 shares 4,006 $239K <0.01% -3,531 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,808 shares 1,808 $239K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,942 shares 17,942 $238K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares; 2026Q2: 1,119 shares 1,119 $238K <0.01% +131 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; 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; 2026Q2: 2,881 shares 2,881 $237K <0.01% -309 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,043 shares 3,043 $237K <0.01% -382 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,995 shares 5,995 $237K <0.01% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,134 shares 6,134 $237K <0.01% new 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; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,193 shares; 2026Q1: 2,463 shares; 2026Q2: 2,379 shares 2,379 $236K <0.01% -84 Timeline FPXI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,820 shares 2,820 $236K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 421 shares 421 $236K <0.01% -165 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; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 507 shares; 2025Q2: 575 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 473 shares; 2026Q2: 567 shares 567 $235K <0.01% +94 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,541 shares 12,541 $234K <0.01% +1,272 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,910 shares 12,910 $234K <0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,285 shares 1,285 $233K <0.01% new 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; 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; 2026Q2: 7,721 shares 7,721 $233K <0.01% -2 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; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares; 2026Q2: 532 shares 532 $233K <0.01% -89 Timeline QQA 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,032 shares 4,032 $232K <0.01% new Timeline IQM 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $232K <0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 2,849 shares; 2025Q4: 2,358 shares; 2026Q1: not reported; 2026Q2: 2,233 shares 2,233 $230K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,689 shares 2,689 $230K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,236 shares 2,236 $230K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,084 shares; 2026Q1: 2,087 shares; 2026Q2: 2,019 shares 2,019 $230K <0.01% -68 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,179 shares; 2025Q3: 15,179 shares; 2025Q4: 17,679 shares; 2026Q1: 17,679 shares; 2026Q2: 17,679 shares 17,679 $229K <0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 421 shares 421 $229K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,476 shares; 2025Q4: 1,387 shares; 2026Q1: 1,617 shares; 2026Q2: 1,300 shares 1,300 $228K <0.01% -317 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,956 shares; 2026Q2: 17,812 shares 17,812 $228K <0.01% +2,856 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 4,590 shares; 2026Q1: 5,321 shares; 2026Q2: 5,321 shares 5,321 $227K <0.01% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,303 shares 5,303 $227K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,061 shares; 2026Q2: 4,934 shares 4,934 $227K <0.01% -4,127 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $226K <0.01% 0 Timeline QFRD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,100 shares 8,100 $226K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,174 shares 4,174 $225K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,026 shares 3,026 $225K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,658 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,233 shares; 2026Q2: 1,733 shares 1,733 $224K <0.01% -500 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; 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; 2026Q2: 18,705 shares 18,705 $224K <0.01% +48 Timeline AFSM 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; 2024Q3: restricted; 2024Q4: 7,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,434 shares 5,434 $223K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,221 shares; 2025Q2: 6,562 shares; 2025Q3: 5,168 shares; 2025Q4: 4,291 shares; 2026Q1: 5,002 shares; 2026Q2: 1,438 shares 1,438 $223K <0.01% -3,564 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,097 shares 7,097 $223K <0.01% new 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; 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; 2026Q2: 11,631 shares 11,631 $223K <0.01% -2,433 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,287 shares; 2026Q2: 6,397 shares 6,397 $223K <0.01% +110 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; 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; 2026Q2: 4,014 shares 4,014 $223K <0.01% -1,020 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 13,519 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $222K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 3,003 shares; 2026Q2: 2,860 shares 2,860 $222K <0.01% -143 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $222K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,607 shares; 2026Q2: 7,607 shares 7,607 $222K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $222K <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; 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; 2026Q2: 3,092 shares 3,092 $221K <0.01% -272 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,633 shares; 2025Q4: 2,619 shares; 2026Q1: 2,101 shares; 2026Q2: 2,173 shares 2,173 $221K <0.01% +72 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 548 shares; 2026Q1: 504 shares; 2026Q2: 482 shares 482 $221K <0.01% -22 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,279 shares 3,279 $220K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,411 shares; 2025Q4: 3,476 shares; 2026Q1: 3,301 shares; 2026Q2: 3,287 shares 3,287 $219K <0.01% -14 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,973 shares; 2026Q1: 7,575 shares; 2026Q2: 8,420 shares 8,420 $218K <0.01% +845 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $218K <0.01% 0 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,884 shares 6,884 $217K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,434 shares; 2025Q4: 1,425 shares; 2026Q1: 1,393 shares; 2026Q2: 1,426 shares 1,426 $217K <0.01% +33 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,461 shares; 2025Q4: 25,461 shares; 2026Q1: 26,691 shares; 2026Q2: 26,342 shares 26,342 $217K <0.01% -349 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 980 shares 980 $217K <0.01% -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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 5,207 shares; 2026Q1: 5,311 shares; 2026Q2: 5,133 shares 5,133 $217K <0.01% -178 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,359 shares 2,359 $216K <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; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 933 shares; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 754 shares; 2026Q2: 639 shares 639 $216K <0.01% -115 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,058 shares; 2025Q1: 3,423 shares; 2025Q2: 2,213 shares; 2025Q3: 1,807 shares; 2025Q4: 1,732 shares; 2026Q1: not reported; 2026Q2: 1,829 shares 1,829 $216K <0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,582 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,441 shares 3,441 $215K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,645 shares 2,645 $215K <0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,956 shares 2,956 $215K <0.01% +2 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $215K <0.01% new Timeline SPBU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $215K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 2,950 shares; 2026Q1: 3,215 shares; 2026Q2: 2,668 shares 2,668 $214K <0.01% -547 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,107 shares 5,107 $214K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,740 shares; 2026Q2: 3,910 shares 3,910 $214K <0.01% +170 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; 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; 2026Q2: 8,212 shares 8,212 $212K <0.01% 0 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,976 shares 4,976 $212K <0.01% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,233 shares 5,233 $211K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $211K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,828 shares; 2025Q1: 1,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $211K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 4,151 shares 4,151 $210K <0.01% +10 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,963 shares 1,963 $210K <0.01% new 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; 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; 2026Q2: 34,150 shares 34,150 $210K <0.01% -500 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $210K <0.01% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,559 shares; 2025Q4: 53,356 shares; 2026Q1: 43,433 shares; 2026Q2: 4,208 shares 4,208 $209K <0.01% -39,225 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,866 shares 1,866 $209K <0.01% new Timeline FOTO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,900 shares 8,900 $209K <0.01% new Timeline SCIO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,136 shares; 2026Q1: not reported; 2026Q2: 10,098 shares 10,098 $209K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares; 2026Q1: not reported; 2026Q2: 1,862 shares 1,862 $208K <0.01% new Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,439 shares 6,439 $208K <0.01% new Timeline HELO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,075 shares 3,075 $208K <0.01% new Timeline FTRI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,084 shares 13,084 $208K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 874 shares; 2025Q3: 1,036 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $207K <0.01% new 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; 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; 2026Q2: 37,889 shares 37,889 $206K <0.01% -10,323 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,245 shares; 2026Q2: 4,745 shares 4,745 $206K <0.01% -1,500 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $206K <0.01% new 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; 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; 2026Q2: 28,881 shares 28,881 $206K <0.01% +251 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $205K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,015 shares; 2025Q4: 4,215 shares; 2026Q1: 4,315 shares; 2026Q2: 3,915 shares 3,915 $204K <0.01% -400 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: 4,137 shares; 2025Q4: 3,318 shares; 2026Q1: 2,650 shares; 2026Q2: 2,050 shares 2,050 $204K <0.01% -600 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 2,273 shares; 2025Q2: 3,728 shares; 2025Q3: 3,776 shares; 2025Q4: 14,716 shares; 2026Q1: 9,960 shares; 2026Q2: 2,340 shares 2,340 $204K <0.01% -7,620 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,933 shares; 2025Q4: 7,367 shares; 2026Q1: 7,203 shares; 2026Q2: 6,656 shares 6,656 $203K <0.01% -547 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,867 shares; 2026Q1: 52,867 shares; 2026Q2: 27,365 shares 27,365 $203K <0.01% -25,502 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $203K <0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,041 shares; 2025Q1: 16,614 shares; 2025Q2: 17,930 shares; 2025Q3: 19,680 shares; 2025Q4: 34,438 shares; 2026Q1: not reported; 2026Q2: 6,571 shares 6,571 $203K <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; 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; 2026Q2: 4,125 shares 4,125 $202K <0.01% -496 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,103 shares 1,103 $202K <0.01% new Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,193 shares; 2025Q4: not reported; 2026Q1: 8,773 shares; 2026Q2: 5,163 shares 5,163 $201K <0.01% -3,610 Timeline RZG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,762 shares 2,762 $201K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,014 shares; 2025Q3: 3,079 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,499 shares 2,499 $201K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,389 shares; 2026Q2: 20,678 shares 20,678 $201K <0.01% +9,289 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares; 2026Q2: 14,300 shares 14,300 $194K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,317 shares; 2026Q2: 13,117 shares 13,117 $190K <0.01% -200 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000 $182K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,347 shares; 2025Q3: 22,947 shares; 2025Q4: 22,747 shares; 2026Q1: 22,647 shares; 2026Q2: 18,776 shares 18,776 $176K <0.01% -3,871 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 23,500 shares; 2026Q2: 20,500 shares 20,500 $175K <0.01% -3,000 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,975 shares; 2026Q1: 15,431 shares; 2026Q2: 16,435 shares 16,435 $175K <0.01% +1,004 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,314 shares; 2025Q1: 61,780 shares; 2025Q2: 55,254 shares; 2025Q3: 52,897 shares; 2025Q4: 49,568 shares; 2026Q1: 48,449 shares; 2026Q2: 13,373 shares 13,373 $171K <0.01% -35,076 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; 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; 2026Q2: 50,610 shares 50,610 $170K <0.01% +2,952 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,200 shares 17,200 $169K <0.01% new 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; 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; 2026Q2: 13,484 shares 13,484 $169K <0.01% -1,938 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,325 shares 22,325 $169K <0.01% +400 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,905 shares 10,905 $167K <0.01% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,043 shares; 2025Q3: 13,124 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,506 shares 13,506 $164K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,485 shares 18,485 $162K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,768 shares; 2026Q2: 11,876 shares 11,876 $161K <0.01% +108 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,104 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,636 shares; 2026Q2: 32,529 shares 32,529 $159K <0.01% +893 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,750 shares 50,750 $157K <0.01% -9,000 Timeline