TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,480 shares; 2025Q1: 2,589 shares; 2025Q2: 2,691 shares; 2025Q3: 2,868 shares; 2025Q4: 8,202 shares; 2026Q1: 8,337 shares 8,337 $3.96M 0.03% +135 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,939 shares; 2024Q4: 69,741 shares; 2025Q1: 66,553 shares; 2025Q2: 63,809 shares; 2025Q3: 101,642 shares; 2025Q4: 67,719 shares; 2026Q1: 117,255 shares 117,255 $3.93M 0.03% +49,536 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 34,380 shares; 2025Q2: 49,486 shares; 2025Q3: 60,533 shares; 2025Q4: 67,661 shares; 2026Q1: 99,565 shares 99,565 $3.93M 0.03% +31,904 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,895 shares; 2025Q1: 8,638 shares; 2025Q2: 27,869 shares; 2025Q3: 34,128 shares; 2025Q4: 26,995 shares; 2026Q1: 56,477 shares 56,477 $3.9M 0.03% +29,482 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: not reported; 2026Q1: 24,701 shares 24,701 $3.89M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,119 shares; 2025Q1: 2,174 shares; 2025Q2: 3,937 shares; 2025Q3: 3,909 shares; 2025Q4: 2,129 shares; 2026Q1: 5,239 shares 5,239 $3.87M 0.03% +3,110 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,678 shares; 2024Q4: 63,593 shares; 2025Q1: 111,429 shares; 2025Q2: 115,028 shares; 2025Q3: 120,555 shares; 2025Q4: 132,578 shares; 2026Q1: 151,478 shares 151,478 $3.87M 0.03% +18,900 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,233 shares; 2024Q4: 36,383 shares; 2025Q1: 32,197 shares; 2025Q2: 31,297 shares; 2025Q3: 33,560 shares; 2025Q4: 20,942 shares; 2026Q1: 35,236 shares 35,236 $3.87M 0.03% +14,294 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,507 shares; 2024Q4: 29,741 shares; 2025Q1: 38,480 shares; 2025Q2: 37,918 shares; 2025Q3: 38,391 shares; 2025Q4: 27,768 shares; 2026Q1: 37,484 shares 37,484 $3.87M 0.03% +9,716 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,709 shares; 2026Q1: 165,214 shares 165,214 $3.85M 0.03% -18,495 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,629 shares; 2025Q3: 157,354 shares; 2025Q4: 9,385 shares; 2026Q1: 239,218 shares 239,218 $3.79M 0.03% +229,833 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,235 shares; 2024Q4: 38,153 shares; 2025Q1: 40,481 shares; 2025Q2: 37,566 shares; 2025Q3: 35,585 shares; 2025Q4: 36,706 shares; 2026Q1: 38,885 shares 38,885 $3.76M 0.03% +2,179 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,751 shares; 2025Q4: not reported; 2026Q1: 5,346 shares 5,346 $3.76M 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,346 shares; 2024Q4: 127,221 shares; 2025Q1: 56,347 shares; 2025Q2: 52,246 shares; 2025Q3: 52,931 shares; 2025Q4: 42,685 shares; 2026Q1: 49,994 shares 49,994 $3.75M 0.03% +7,309 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 17,269 shares; 2025Q1: 12,950 shares; 2025Q2: 24,832 shares; 2025Q3: 22,869 shares; 2025Q4: not reported; 2026Q1: 43,960 shares 43,960 $3.75M 0.03% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,710 shares; 2024Q4: 30,336 shares; 2025Q1: 40,718 shares; 2025Q2: 38,304 shares; 2025Q3: 40,678 shares; 2025Q4: 52,295 shares; 2026Q1: 161,067 shares 161,067 $3.75M 0.03% +108,772 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,157 shares; 2024Q4: 136,664 shares; 2025Q1: 140,393 shares; 2025Q2: 147,849 shares; 2025Q3: 153,518 shares; 2025Q4: 159,503 shares; 2026Q1: 169,962 shares 169,962 $3.74M 0.03% +10,459 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,288 shares; 2025Q3: 96,425 shares; 2025Q4: 108,656 shares; 2026Q1: 140,561 shares 140,561 $3.74M 0.03% +31,905 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,436 shares; 2026Q1: 63,821 shares 63,821 $3.73M 0.03% +6,385 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,055 shares; 2025Q3: 41,938 shares; 2025Q4: 62,022 shares; 2026Q1: 80,649 shares 80,649 $3.72M 0.03% +18,627 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,854 shares; 2024Q4: 37,063 shares; 2025Q1: 36,183 shares; 2025Q2: 39,041 shares; 2025Q3: 39,854 shares; 2025Q4: 32,462 shares; 2026Q1: 39,956 shares 39,956 $3.72M 0.03% +7,494 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,249 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,081 shares; 2025Q4: not reported; 2026Q1: 25,210 shares 25,210 $3.71M 0.03% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,615 shares; 2024Q4: 174,065 shares; 2025Q1: 197,185 shares; 2025Q2: 206,227 shares; 2025Q3: 23,125 shares; 2025Q4: 26,297 shares; 2026Q1: 73,684 shares 73,684 $3.71M 0.03% +47,387 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,999 shares 73,999 $3.71M 0.03% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,557 shares; 2024Q4: 23,694 shares; 2025Q1: 30,349 shares; 2025Q2: 30,743 shares; 2025Q3: 29,074 shares; 2025Q4: 35,908 shares; 2026Q1: 42,597 shares 42,597 $3.7M 0.03% +6,689 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 7,552 shares; 2025Q1: 7,372 shares; 2025Q2: 10,454 shares; 2025Q3: 11,451 shares; 2025Q4: 10,368 shares; 2026Q1: 19,506 shares 19,506 $3.7M 0.03% +9,138 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,451 shares; 2024Q4: 421,673 shares; 2025Q1: 424,328 shares; 2025Q2: 420,921 shares; 2025Q3: 413,863 shares; 2025Q4: not reported; 2026Q1: 195,134 shares 195,134 $3.7M 0.03% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,694 shares; 2025Q2: 28,097 shares; 2025Q3: 30,402 shares; 2025Q4: 28,951 shares; 2026Q1: 121,616 shares 121,616 $3.67M 0.03% +92,665 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,010 shares; 2025Q1: 8,114 shares; 2025Q2: 8,259 shares; 2025Q3: 8,485 shares; 2025Q4: 6,712 shares; 2026Q1: 10,182 shares 10,182 $3.65M 0.03% +3,470 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,853 shares; 2024Q4: 61,676 shares; 2025Q1: 73,823 shares; 2025Q2: 96,996 shares; 2025Q3: 118,135 shares; 2025Q4: 141,383 shares; 2026Q1: 156,027 shares 156,027 $3.65M 0.03% +14,644 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,540 shares; 2026Q1: 22,246 shares 22,246 $3.65M 0.03% -7,294 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,204 shares; 2025Q1: 7,462 shares; 2025Q2: 11,659 shares; 2025Q3: 14,948 shares; 2025Q4: 11,060 shares; 2026Q1: 28,821 shares 28,821 $3.64M 0.03% +17,761 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,694 shares; 2024Q4: 82,718 shares; 2025Q1: 82,870 shares; 2025Q2: 92,324 shares; 2025Q3: 97,150 shares; 2025Q4: 87,396 shares; 2026Q1: 86,986 shares 86,986 $3.64M 0.03% -410 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 44,506 shares; 2025Q1: 204,601 shares; 2025Q2: 214,351 shares; 2025Q3: 213,973 shares; 2025Q4: 215,988 shares; 2026Q1: 207,810 shares 207,810 $3.6M 0.03% -8,178 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,764 shares; 2025Q4: 132,140 shares; 2026Q1: 120,480 shares 120,480 $3.59M 0.03% -11,660 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,678 shares; 2025Q1: 7,177 shares; 2025Q2: 9,401 shares; 2025Q3: 5,160 shares; 2025Q4: 3,161 shares; 2026Q1: 9,125 shares 9,125 $3.57M 0.03% +5,964 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,110 shares; 2025Q3: 35,275 shares; 2025Q4: 36,952 shares; 2026Q1: 49,641 shares 49,641 $3.57M 0.03% +12,689 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 5,619 shares; 2025Q1: 8,008 shares; 2025Q2: 7,150 shares; 2025Q3: 8,369 shares; 2025Q4: 6,587 shares; 2026Q1: 11,315 shares 11,315 $3.55M 0.03% +4,728 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,976 shares; 2024Q4: 132,240 shares; 2025Q1: 131,780 shares; 2025Q2: 132,994 shares; 2025Q3: 143,324 shares; 2025Q4: 113,720 shares; 2026Q1: 149,329 shares 149,329 $3.53M 0.03% +35,609 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,248 shares; 2024Q4: 42,294 shares; 2025Q1: 52,162 shares; 2025Q2: 52,426 shares; 2025Q3: 54,498 shares; 2025Q4: 15,278 shares; 2026Q1: 40,716 shares 40,716 $3.53M 0.03% +25,438 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,551 shares; 2024Q4: 8,266 shares; 2025Q1: 9,780 shares; 2025Q2: 8,940 shares; 2025Q3: 9,176 shares; 2025Q4: 6,939 shares; 2026Q1: 18,576 shares 18,576 $3.52M 0.03% +11,637 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,928 shares; 2024Q4: 18,684 shares; 2025Q1: 16,170 shares; 2025Q2: 52,872 shares; 2025Q3: 53,592 shares; 2025Q4: 52,246 shares; 2026Q1: 73,137 shares 73,137 $3.51M 0.03% +20,891 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,129 shares; 2024Q4: 39,167 shares; 2025Q1: 41,736 shares; 2025Q2: 39,779 shares; 2025Q3: 33,928 shares; 2025Q4: not reported; 2026Q1: 57,423 shares 57,423 $3.51M 0.03% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,400 shares; 2025Q4: 116,668 shares; 2026Q1: 126,578 shares 126,578 $3.51M 0.03% +9,910 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 12,370 shares; 2025Q1: 12,069 shares; 2025Q2: 11,535 shares; 2025Q3: 11,037 shares; 2025Q4: 7,350 shares; 2026Q1: 24,049 shares 24,049 $3.5M 0.03% +16,699 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 13,739 shares; 2025Q1: 13,933 shares; 2025Q2: 24,790 shares; 2025Q3: 19,646 shares; 2025Q4: 16,695 shares; 2026Q1: 42,817 shares 42,817 $3.5M 0.03% +26,122 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,776 shares; 2026Q1: 142,889 shares 142,889 $3.49M 0.03% -26,887 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,482 shares; 2024Q4: 46,333 shares; 2025Q1: 40,799 shares; 2025Q2: 37,470 shares; 2025Q3: 35,115 shares; 2025Q4: not reported; 2026Q1: 43,800 shares 43,800 $3.48M 0.03% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,422 shares; 2024Q4: 59,390 shares; 2025Q1: 62,439 shares; 2025Q2: 64,617 shares; 2025Q3: 63,261 shares; 2025Q4: 22,709 shares; 2026Q1: 62,838 shares 62,838 $3.47M 0.03% +40,129 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,831 shares; 2024Q4: 24,095 shares; 2025Q1: 21,155 shares; 2025Q2: 17,029 shares; 2025Q3: 17,914 shares; 2025Q4: 10,206 shares; 2026Q1: 22,643 shares 22,643 $3.46M 0.03% +12,437 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,520 shares; 2024Q4: 121,716 shares; 2025Q1: 133,568 shares; 2025Q2: 141,190 shares; 2025Q3: 142,475 shares; 2025Q4: 132,028 shares; 2026Q1: 150,330 shares 150,330 $3.45M 0.03% +18,302 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 6,240 shares; 2025Q1: 6,259 shares; 2025Q2: 8,325 shares; 2025Q3: 7,211 shares; 2025Q4: 3,717 shares; 2026Q1: 10,498 shares 10,498 $3.45M 0.03% +6,781 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,191 shares; 2024Q4: 84,675 shares; 2025Q1: 105,377 shares; 2025Q2: 131,982 shares; 2025Q3: 119,377 shares; 2025Q4: 83,162 shares; 2026Q1: 88,281 shares 88,281 $3.44M 0.03% +5,119 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 14,635 shares; 2025Q1: 14,177 shares; 2025Q2: 19,773 shares; 2025Q3: 23,960 shares; 2025Q4: 17,432 shares; 2026Q1: 36,468 shares 36,468 $3.44M 0.03% +19,036 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,372 shares; 2025Q1: 8,381 shares; 2025Q2: 10,469 shares; 2025Q3: 9,752 shares; 2025Q4: 3,911 shares; 2026Q1: 13,156 shares 13,156 $3.42M 0.03% +9,245 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,918 shares; 2024Q4: 270,515 shares; 2025Q1: 80,396 shares; 2025Q2: 66,880 shares; 2025Q3: 60,023 shares; 2025Q4: 58,459 shares; 2026Q1: 59,845 shares 59,845 $3.42M 0.03% +1,386 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,410 shares; 2025Q3: 43,348 shares; 2025Q4: 83,653 shares; 2026Q1: 111,835 shares 111,835 $3.41M 0.03% +28,182 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 29,474 shares; 2025Q1: 35,441 shares; 2025Q2: 46,793 shares; 2025Q3: 74,798 shares; 2025Q4: 104,355 shares; 2026Q1: 129,808 shares 129,808 $3.41M 0.03% +25,453 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,317 shares; 2024Q4: 40,200 shares; 2025Q1: 41,561 shares; 2025Q2: 53,353 shares; 2025Q3: 45,930 shares; 2025Q4: 10,427 shares; 2026Q1: 46,780 shares 46,780 $3.4M 0.03% +36,353 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,668 shares; 2025Q1: 4,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,332 shares; 2026Q1: 11,464 shares 11,464 $3.4M 0.03% +7,132 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,970 shares; 2026Q1: 38,185 shares 38,185 $3.4M 0.03% +3,215 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,350 shares; 2025Q2: 2,175 shares; 2025Q3: 2,368 shares; 2025Q4: 2,103 shares; 2026Q1: 3,527 shares 3,527 $3.39M 0.03% +1,424 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; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 6,810 shares; 2025Q1: 7,107 shares; 2025Q2: 9,002 shares; 2025Q3: 9,032 shares; 2025Q4: 5,693 shares; 2026Q1: 11,625 shares 11,625 $3.39M 0.03% +5,932 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,986 shares; 2024Q4: 36,621 shares; 2025Q1: 37,856 shares; 2025Q2: 35,669 shares; 2025Q3: 34,338 shares; 2025Q4: 42,272 shares; 2026Q1: 42,834 shares 42,834 $3.39M 0.03% +562 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,402 shares; 2025Q3: 11,174 shares; 2025Q4: 19,974 shares; 2026Q1: 78,901 shares 78,901 $3.38M 0.03% +58,927 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,095 shares; 2024Q4: 118,510 shares; 2025Q1: 128,211 shares; 2025Q2: 131,027 shares; 2025Q3: 113,101 shares; 2025Q4: 108,937 shares; 2026Q1: 106,366 shares 106,366 $3.37M 0.03% -2,571 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 6,511 shares; 2025Q1: 5,410 shares; 2025Q2: 10,337 shares; 2025Q3: 10,420 shares; 2025Q4: 4,100 shares; 2026Q1: 10,556 shares 10,556 $3.36M 0.03% +6,456 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,447 shares; 2024Q4: 44,692 shares; 2025Q1: 43,714 shares; 2025Q2: 43,880 shares; 2025Q3: 36,320 shares; 2025Q4: 34,304 shares; 2026Q1: 36,718 shares 36,718 $3.35M 0.03% +2,414 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 16,302 shares; 2025Q1: 17,672 shares; 2025Q2: 19,301 shares; 2025Q3: 19,167 shares; 2025Q4: 18,977 shares; 2026Q1: 21,150 shares 21,150 $3.35M 0.03% +2,173 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,889 shares; 2025Q3: 32,205 shares; 2025Q4: not reported; 2026Q1: 40,989 shares 40,989 $3.35M 0.03% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,195 shares 81,195 $3.33M 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,525 shares; 2024Q4: 23,486 shares; 2025Q1: 21,650 shares; 2025Q2: 22,286 shares; 2025Q3: 22,234 shares; 2025Q4: 6,925 shares; 2026Q1: 22,725 shares 22,725 $3.32M 0.03% +15,800 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,609 shares; 2025Q1: 13,059 shares; 2025Q2: 18,195 shares; 2025Q3: 17,946 shares; 2025Q4: 5,180 shares; 2026Q1: 37,346 shares 37,346 $3.3M 0.03% +32,166 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,013 shares; 2025Q2: 29,463 shares; 2025Q3: 29,263 shares; 2025Q4: not reported; 2026Q1: 27,803 shares 27,803 $3.29M 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,970 shares; 2024Q4: 32,530 shares; 2025Q1: 33,404 shares; 2025Q2: 38,752 shares; 2025Q3: 43,928 shares; 2025Q4: 21,333 shares; 2026Q1: 78,272 shares 78,272 $3.26M 0.03% +56,939 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,806 shares; 2024Q4: 59,927 shares; 2025Q1: 79,224 shares; 2025Q2: 52,970 shares; 2025Q3: 52,964 shares; 2025Q4: 47,747 shares; 2026Q1: 51,997 shares 51,997 $3.25M 0.03% +4,250 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 1,163 shares; 2025Q1: 752 shares; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,976 shares; 2026Q1: 4,201 shares 4,201 $3.25M 0.03% +2,225 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,970 shares; 2024Q4: 89,170 shares; 2025Q1: 90,003 shares; 2025Q2: 90,279 shares; 2025Q3: 90,369 shares; 2025Q4: not reported; 2026Q1: 92,609 shares 92,609 $3.25M 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,489 shares; 2024Q4: 15,207 shares; 2025Q1: 15,842 shares; 2025Q2: 15,075 shares; 2025Q3: 14,784 shares; 2025Q4: 11,073 shares; 2026Q1: 12,548 shares 12,548 $3.23M 0.03% +1,475 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 18,812 shares; 2025Q1: 44,726 shares; 2025Q2: 54,035 shares; 2025Q3: 49,426 shares; 2025Q4: 51,314 shares; 2026Q1: 52,106 shares 52,106 $3.22M 0.03% +792 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,480 shares; 2025Q1: 4,559 shares; 2025Q2: 4,550 shares; 2025Q3: 4,698 shares; 2025Q4: 4,228 shares; 2026Q1: 8,667 shares 8,667 $3.21M 0.03% +4,439 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,418 shares; 2024Q4: 487,540 shares; 2025Q1: 429,670 shares; 2025Q2: 387,604 shares; 2025Q3: 360,943 shares; 2025Q4: 332,233 shares; 2026Q1: 288,008 shares 288,008 $3.21M 0.03% -44,225 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,809 shares; 2024Q4: 14,874 shares; 2025Q1: 15,157 shares; 2025Q2: 15,800 shares; 2025Q3: 15,756 shares; 2025Q4: 15,044 shares; 2026Q1: 16,119 shares 16,119 $3.2M 0.03% +1,075 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,656 shares; 2025Q3: 21,191 shares; 2025Q4: 23,076 shares; 2026Q1: 27,028 shares 27,028 $3.2M 0.03% +3,952 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,472 shares; 2024Q4: 70,818 shares; 2025Q1: 70,092 shares; 2025Q2: 70,221 shares; 2025Q3: 73,537 shares; 2025Q4: 71,461 shares; 2026Q1: 67,829 shares 67,829 $3.17M 0.03% -3,632 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,150 shares; 2024Q4: 31,682 shares; 2025Q1: 27,903 shares; 2025Q2: 30,046 shares; 2025Q3: 29,538 shares; 2025Q4: 9,831 shares; 2026Q1: 33,884 shares 33,884 $3.16M 0.03% +24,053 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 15,604 shares; 2025Q1: 12,462 shares; 2025Q2: 15,143 shares; 2025Q3: 12,553 shares; 2025Q4: 2,944 shares; 2026Q1: 12,919 shares 12,919 $3.15M 0.03% +9,975 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,424 shares; 2024Q4: 27,125 shares; 2025Q1: 34,905 shares; 2025Q2: 31,416 shares; 2025Q3: 25,952 shares; 2025Q4: 21,735 shares; 2026Q1: 24,565 shares 24,565 $3.14M 0.03% +2,830 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 10,089 shares; 2025Q1: 10,107 shares; 2025Q2: 12,825 shares; 2025Q3: 23,639 shares; 2025Q4: 34,695 shares; 2026Q1: 41,978 shares 41,978 $3.13M 0.02% +7,283 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,351 shares; 2024Q4: 50,663 shares; 2025Q1: 56,250 shares; 2025Q2: 65,917 shares; 2025Q3: 88,482 shares; 2025Q4: 112,957 shares; 2026Q1: 135,406 shares 135,406 $3.12M 0.02% +22,449 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,711 shares; 2024Q4: 31,306 shares; 2025Q1: 31,340 shares; 2025Q2: 31,572 shares; 2025Q3: 86,729 shares; 2025Q4: 57,342 shares; 2026Q1: 91,621 shares 91,621 $3.1M 0.02% +34,279 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,294 shares; 2024Q4: 36,973 shares; 2025Q1: 39,771 shares; 2025Q2: 34,461 shares; 2025Q3: 39,601 shares; 2025Q4: 19,799 shares; 2026Q1: 50,006 shares 50,006 $3.09M 0.02% +30,207 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,753 shares 85,753 $3.07M 0.02% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,242 shares; 2024Q4: 197,134 shares; 2025Q1: 193,800 shares; 2025Q2: 177,751 shares; 2025Q3: 167,217 shares; 2025Q4: 159,079 shares; 2026Q1: 132,545 shares 132,545 $3.07M 0.02% -26,534 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 28,778 shares; 2025Q1: 72,368 shares; 2025Q2: 66,477 shares; 2025Q3: 60,622 shares; 2025Q4: 39,763 shares; 2026Q1: 43,458 shares 43,458 $3.06M 0.02% +3,695 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,277 shares; 2025Q2: 97,946 shares; 2025Q3: 62,358 shares; 2025Q4: 64,237 shares; 2026Q1: 60,868 shares 60,868 $3.05M 0.02% -3,369 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,088 shares; 2024Q4: 78,213 shares; 2025Q1: 77,373 shares; 2025Q2: 71,604 shares; 2025Q3: 72,626 shares; 2025Q4: 61,637 shares; 2026Q1: 64,065 shares 64,065 $3.04M 0.02% +2,428 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 6,329 shares; 2025Q1: 6,466 shares; 2025Q2: 6,015 shares; 2025Q3: 5,891 shares; 2025Q4: 3,904 shares; 2026Q1: 6,163 shares 6,163 $3.03M 0.02% +2,259 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 27,326 shares; 2025Q1: 15,109 shares; 2025Q2: 27,814 shares; 2025Q3: 15,839 shares; 2025Q4: 8,308 shares; 2026Q1: 37,841 shares 37,841 $3.03M 0.02% +29,533 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 5,219 shares; 2025Q1: 3,415 shares; 2025Q2: 3,383 shares; 2025Q3: 3,360 shares; 2025Q4: 3,349 shares; 2026Q1: 10,262 shares 10,262 $3.03M 0.02% +6,913 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 8,452 shares; 2025Q1: 8,186 shares; 2025Q2: 7,882 shares; 2025Q3: 7,333 shares; 2025Q4: 18,743 shares; 2026Q1: 17,895 shares 17,895 $3.02M 0.02% -848 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,262 shares; 2024Q4: 161,646 shares; 2025Q1: 186,214 shares; 2025Q2: 207,675 shares; 2025Q3: 236,227 shares; 2025Q4: 240,518 shares; 2026Q1: 273,821 shares 273,821 $3.02M 0.02% +33,303 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,200 shares; 2024Q4: 140,178 shares; 2025Q1: 143,889 shares; 2025Q2: 150,731 shares; 2025Q3: 164,416 shares; 2025Q4: 90,075 shares; 2026Q1: 156,266 shares 156,266 $3.02M 0.02% +66,191 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 4,942 shares; 2025Q1: 4,343 shares; 2025Q2: 3,180 shares; 2025Q3: 4,148 shares; 2025Q4: 3,503 shares; 2026Q1: 17,387 shares 17,387 $3.02M 0.02% +13,884 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,535 shares; 2025Q1: 18,780 shares; 2025Q2: 35,282 shares; 2025Q3: 55,623 shares; 2025Q4: 18,600 shares; 2026Q1: 43,503 shares 43,503 $3.01M 0.02% +24,903 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,214 shares; 2025Q4: 127,900 shares; 2026Q1: 127,900 shares 127,900 $3M 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,592 shares; 2025Q1: 2,958 shares; 2025Q2: 2,593 shares; 2025Q3: 3,452 shares; 2025Q4: 3,421 shares; 2026Q1: 4,110 shares 4,110 $2.99M 0.02% +689 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 29,326 shares; 2025Q1: 30,314 shares; 2025Q2: 30,370 shares; 2025Q3: 48,617 shares; 2025Q4: 30,437 shares; 2026Q1: 47,860 shares 47,860 $2.99M 0.02% +17,423 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 14,271 shares; 2025Q1: 15,149 shares; 2025Q2: 15,026 shares; 2025Q3: 26,716 shares; 2025Q4: 12,504 shares; 2026Q1: 28,409 shares 28,409 $2.98M 0.02% +15,905 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,792 shares; 2025Q1: 2,178 shares; 2025Q2: 2,707 shares; 2025Q3: 2,601 shares; 2025Q4: 1,397 shares; 2026Q1: 4,360 shares 4,360 $2.97M 0.02% +2,963 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,286 shares; 2025Q3: 62,405 shares; 2025Q4: not reported; 2026Q1: 61,913 shares 61,913 $2.97M 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 8,151 shares; 2025Q1: 7,602 shares; 2025Q2: 29,524 shares; 2025Q3: 30,766 shares; 2025Q4: 33,160 shares; 2026Q1: 49,455 shares 49,455 $2.97M 0.02% +16,295 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,345 shares; 2024Q4: 32,814 shares; 2025Q1: 9,587 shares; 2025Q2: 8,444 shares; 2025Q3: 43,976 shares; 2025Q4: 64,879 shares; 2026Q1: 24,896 shares 24,896 $2.95M 0.02% -39,983 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,597 shares; 2025Q1: 10,944 shares; 2025Q2: 10,776 shares; 2025Q3: 11,914 shares; 2025Q4: 12,114 shares; 2026Q1: 9,389 shares 9,389 $2.93M 0.02% -2,725 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,090 shares; 2024Q4: 125,092 shares; 2025Q1: 149,768 shares; 2025Q2: 131,367 shares; 2025Q3: 123,079 shares; 2025Q4: 114,697 shares; 2026Q1: 143,198 shares 143,198 $2.92M 0.02% +28,501 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,337 shares; 2024Q4: 215,271 shares; 2025Q1: 197,870 shares; 2025Q2: 165,443 shares; 2025Q3: 167,495 shares; 2025Q4: 148,143 shares; 2026Q1: 253,138 shares 253,138 $2.92M 0.02% +104,995 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,500 shares; 2025Q1: 39,500 shares; 2025Q2: 39,503 shares; 2025Q3: 41,062 shares; 2025Q4: 104,056 shares; 2026Q1: 115,133 shares 115,133 $2.92M 0.02% +11,077 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,836 shares 93,836 $2.92M 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 12,595 shares; 2025Q1: 13,075 shares; 2025Q2: 11,184 shares; 2025Q3: 12,395 shares; 2025Q4: 6,376 shares; 2026Q1: 14,949 shares 14,949 $2.9M 0.02% +8,573 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,945 shares; 2024Q4: 85,006 shares; 2025Q1: 96,399 shares; 2025Q2: 103,599 shares; 2025Q3: 93,935 shares; 2025Q4: 55,833 shares; 2026Q1: 100,769 shares 100,769 $2.89M 0.02% +44,936 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 18,142 shares; 2025Q1: 17,244 shares; 2025Q2: 17,179 shares; 2025Q3: 17,886 shares; 2025Q4: 13,445 shares; 2026Q1: 42,696 shares 42,696 $2.89M 0.02% +29,251 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,602 shares; 2024Q4: 45,347 shares; 2025Q1: 45,171 shares; 2025Q2: 45,392 shares; 2025Q3: 44,928 shares; 2025Q4: 5,738 shares; 2026Q1: 44,222 shares 44,222 $2.88M 0.02% +38,484 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,179 shares; 2024Q4: 21,186 shares; 2025Q1: 22,041 shares; 2025Q2: 21,596 shares; 2025Q3: 16,596 shares; 2025Q4: 15,064 shares; 2026Q1: 23,730 shares 23,730 $2.88M 0.02% +8,666 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,881 shares; 2024Q4: 28,983 shares; 2025Q1: 28,625 shares; 2025Q2: 59,519 shares; 2025Q3: 67,344 shares; 2025Q4: 44,132 shares; 2026Q1: 57,077 shares 57,077 $2.87M 0.02% +12,945 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,208 shares; 2024Q4: 201,725 shares; 2025Q1: 281,114 shares; 2025Q2: 239,094 shares; 2025Q3: 57,541 shares; 2025Q4: 51,564 shares; 2026Q1: 56,202 shares 56,202 $2.86M 0.02% +4,638 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 5,695 shares; 2025Q1: 4,446 shares; 2025Q2: 22,792 shares; 2025Q3: 18,845 shares; 2025Q4: 48,050 shares; 2026Q1: 87,406 shares 87,406 $2.86M 0.02% +39,356 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 7,153 shares; 2025Q1: 8,964 shares; 2025Q2: 15,756 shares; 2025Q3: 16,240 shares; 2025Q4: 12,422 shares; 2026Q1: 17,406 shares 17,406 $2.86M 0.02% +4,984 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,021 shares; 2024Q4: 29,861 shares; 2025Q1: 32,498 shares; 2025Q2: 33,198 shares; 2025Q3: 43,051 shares; 2025Q4: 59,869 shares; 2026Q1: 111,373 shares 111,373 $2.84M 0.02% +51,504 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,824 shares; 2024Q4: 25,091 shares; 2025Q1: 27,601 shares; 2025Q2: 26,664 shares; 2025Q3: 22,743 shares; 2025Q4: 14,967 shares; 2026Q1: 31,377 shares 31,377 $2.84M 0.02% +16,410 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,096 shares; 2024Q4: 60,096 shares; 2025Q1: 59,846 shares; 2025Q2: 59,846 shares; 2025Q3: 59,846 shares; 2025Q4: 59,846 shares; 2026Q1: 59,846 shares 59,846 $2.83M 0.02% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,140 shares; 2024Q4: 61,925 shares; 2025Q1: 64,618 shares; 2025Q2: 61,460 shares; 2025Q3: 59,281 shares; 2025Q4: 57,010 shares; 2026Q1: 53,993 shares 53,993 $2.83M 0.02% -3,017 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 12,535 shares; 2025Q1: 14,712 shares; 2025Q2: 21,767 shares; 2025Q3: 20,052 shares; 2025Q4: 11,856 shares; 2026Q1: 18,767 shares 18,767 $2.83M 0.02% +6,911 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,609 shares; 2024Q4: 141,899 shares; 2025Q1: 139,360 shares; 2025Q2: 145,503 shares; 2025Q3: 99,057 shares; 2025Q4: 105,886 shares; 2026Q1: 105,035 shares 105,035 $2.82M 0.02% -851 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,364 shares; 2025Q3: 133,119 shares; 2025Q4: not reported; 2026Q1: 132,479 shares 132,479 $2.82M 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,149 shares; 2025Q1: 9,013 shares; 2025Q2: 9,445 shares; 2025Q3: 7,923 shares; 2025Q4: 6,326 shares; 2026Q1: 12,998 shares 12,998 $2.82M 0.02% +6,672 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,512 shares; 2024Q4: 63,882 shares; 2025Q1: 62,613 shares; 2025Q2: 69,470 shares; 2025Q3: 76,186 shares; 2025Q4: 81,535 shares; 2026Q1: 87,408 shares 87,408 $2.79M 0.02% +5,873 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,819 shares; 2025Q1: 18,206 shares; 2025Q2: 29,223 shares; 2025Q3: 33,793 shares; 2025Q4: 46,645 shares; 2026Q1: 55,102 shares 55,102 $2.79M 0.02% +8,457 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,343 shares; 2024Q4: 69,432 shares; 2025Q1: 70,503 shares; 2025Q2: 66,545 shares; 2025Q3: 68,334 shares; 2025Q4: 58,079 shares; 2026Q1: 55,873 shares 55,873 $2.78M 0.02% -2,206 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 21,316 shares; 2025Q1: 6,355 shares; 2025Q2: 9,914 shares; 2025Q3: 18,502 shares; 2025Q4: 17,332 shares; 2026Q1: 21,970 shares 21,970 $2.77M 0.02% +4,638 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,143 shares; 2024Q4: 20,550 shares; 2025Q1: 21,782 shares; 2025Q2: 22,373 shares; 2025Q3: 37,530 shares; 2025Q4: 26,202 shares; 2026Q1: 43,114 shares 43,114 $2.76M 0.02% +16,912 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,331 shares; 2024Q4: 61,525 shares; 2025Q1: 55,177 shares; 2025Q2: 48,863 shares; 2025Q3: 53,953 shares; 2025Q4: 17,851 shares; 2026Q1: 50,879 shares 50,879 $2.75M 0.02% +33,028 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,791 shares; 2025Q1: 2,867 shares; 2025Q2: 3,344 shares; 2025Q3: 3,396 shares; 2025Q4: 2,810 shares; 2026Q1: 6,179 shares 6,179 $2.75M 0.02% +3,369 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 13,981 shares; 2025Q1: 16,574 shares; 2025Q2: 13,410 shares; 2025Q3: 12,694 shares; 2025Q4: not reported; 2026Q1: 15,037 shares 15,037 $2.73M 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,569 shares; 2024Q4: 65,889 shares; 2025Q1: 63,317 shares; 2025Q2: 63,594 shares; 2025Q3: 69,344 shares; 2025Q4: 4,817 shares; 2026Q1: 69,282 shares 69,282 $2.71M 0.02% +64,465 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,763 shares; 2024Q4: 45,571 shares; 2025Q1: 77,142 shares; 2025Q2: 67,748 shares; 2025Q3: 59,940 shares; 2025Q4: 34,295 shares; 2026Q1: 53,788 shares 53,788 $2.7M 0.02% +19,493 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,594 shares; 2025Q4: 71,799 shares; 2026Q1: 74,616 shares 74,616 $2.68M 0.02% +2,817 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,444 shares; 2025Q1: 2,985 shares; 2025Q2: 3,758 shares; 2025Q3: 3,051 shares; 2025Q4: 638 shares; 2026Q1: 6,419 shares 6,419 $2.68M 0.02% +5,781 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 2,042 shares; 2025Q1: 2,631 shares; 2025Q2: 3,379 shares; 2025Q3: 4,281 shares; 2025Q4: 3,520 shares; 2026Q1: 6,151 shares 6,151 $2.67M 0.02% +2,631 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 18,842 shares; 2025Q1: 21,441 shares; 2025Q2: 15,712 shares; 2025Q3: 45,370 shares; 2025Q4: not reported; 2026Q1: 52,907 shares 52,907 $2.67M 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 6,748 shares 6,748 $2.66M 0.02% +5,933 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,052 shares; 2024Q4: 22,907 shares; 2025Q1: 22,424 shares; 2025Q2: 20,925 shares; 2025Q3: 26,425 shares; 2025Q4: 32,176 shares; 2026Q1: 34,443 shares 34,443 $2.66M 0.02% +2,267 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 6,733 shares; 2025Q1: 2,692 shares; 2025Q2: 8,101 shares; 2025Q3: 9,445 shares; 2025Q4: 6,692 shares; 2026Q1: 11,506 shares 11,506 $2.66M 0.02% +4,814 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,568 shares; 2024Q4: 47,568 shares; 2025Q1: 47,887 shares; 2025Q2: 47,637 shares; 2025Q3: 47,234 shares; 2025Q4: 49,618 shares; 2026Q1: 49,618 shares 49,618 $2.65M 0.02% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,157 shares; 2024Q4: 142,748 shares; 2025Q1: 142,577 shares; 2025Q2: 141,488 shares; 2025Q3: 134,988 shares; 2025Q4: 123,048 shares; 2026Q1: 120,982 shares 120,982 $2.65M 0.02% -2,066 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,336 shares; 2025Q1: 29,429 shares; 2025Q2: 29,267 shares; 2025Q3: 29,221 shares; 2025Q4: 27,528 shares; 2026Q1: 27,967 shares 27,967 $2.65M 0.02% +439 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,262 shares; 2025Q4: not reported; 2026Q1: 105,553 shares 105,553 $2.63M 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 22,900 shares; 2025Q1: 27,995 shares; 2025Q2: 22,357 shares; 2025Q3: 23,493 shares; 2025Q4: 26,483 shares; 2026Q1: 70,516 shares 70,516 $2.62M 0.02% +44,033 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 19,209 shares; 2025Q1: 17,890 shares; 2025Q2: 22,087 shares; 2025Q3: 53,362 shares; 2025Q4: 49,821 shares; 2026Q1: 47,829 shares 47,829 $2.62M 0.02% -1,992 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,504 shares; 2024Q4: 157,605 shares; 2025Q1: 151,297 shares; 2025Q2: 142,326 shares; 2025Q3: 142,145 shares; 2025Q4: 16,582 shares; 2026Q1: 57,493 shares 57,493 $2.62M 0.02% +40,911 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,518 shares; 2024Q4: 16,299 shares; 2025Q1: 13,584 shares; 2025Q2: 28,173 shares; 2025Q3: 26,814 shares; 2025Q4: 20,758 shares; 2026Q1: 39,062 shares 39,062 $2.6M 0.02% +18,304 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,511 shares; 2025Q1: 12,398 shares; 2025Q2: 20,465 shares; 2025Q3: 24,515 shares; 2025Q4: 16,043 shares; 2026Q1: 27,619 shares 27,619 $2.6M 0.02% +11,576 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 111,937 shares; 2025Q1: 92,575 shares; 2025Q2: 54,406 shares; 2025Q3: 85,398 shares; 2025Q4: 51,225 shares; 2026Q1: 112,364 shares 112,364 $2.59M 0.02% +61,139 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,890 shares; 2024Q4: 14,710 shares; 2025Q1: 15,348 shares; 2025Q2: 17,857 shares; 2025Q3: 26,361 shares; 2025Q4: 24,971 shares; 2026Q1: 44,312 shares 44,312 $2.59M 0.02% +19,341 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 15,556 shares; 2025Q1: not reported; 2025Q2: 14,791 shares; 2025Q3: 38,439 shares; 2025Q4: 34,138 shares; 2026Q1: 33,751 shares 33,751 $2.57M 0.02% -387 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 12,021 shares; 2025Q1: 10,749 shares; 2025Q2: 29,085 shares; 2025Q3: 30,205 shares; 2025Q4: 15,142 shares; 2026Q1: 51,935 shares 51,935 $2.56M 0.02% +36,793 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,706 shares; 2025Q4: not reported; 2026Q1: 51,394 shares 51,394 $2.56M 0.02% 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; 2024Q2: restricted; 2024Q3: 34,682 shares; 2024Q4: 45,583 shares; 2025Q1: 68,600 shares; 2025Q2: 89,116 shares; 2025Q3: 96,964 shares; 2025Q4: 91,180 shares; 2026Q1: 136,797 shares 136,797 $2.55M 0.02% +45,617 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 17,440 shares; 2025Q1: 17,352 shares; 2025Q2: 16,739 shares; 2025Q3: 16,746 shares; 2025Q4: 3,945 shares; 2026Q1: 17,500 shares 17,500 $2.55M 0.02% +13,555 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 23,003 shares; 2025Q1: 21,077 shares; 2025Q2: 20,200 shares; 2025Q3: 18,237 shares; 2025Q4: not reported; 2026Q1: 41,669 shares 41,669 $2.54M 0.02% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,626 shares; 2024Q4: 21,003 shares; 2025Q1: 21,023 shares; 2025Q2: 21,290 shares; 2025Q3: 27,269 shares; 2025Q4: 3,200 shares; 2026Q1: 32,224 shares 32,224 $2.54M 0.02% +29,024 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,122 shares; 2024Q4: 22,235 shares; 2025Q1: 17,545 shares; 2025Q2: 17,429 shares; 2025Q3: 15,532 shares; 2025Q4: 8,586 shares; 2026Q1: 19,338 shares 19,338 $2.53M 0.02% +10,752 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,800 shares; 2025Q2: 42,258 shares; 2025Q3: 53,681 shares; 2025Q4: not reported; 2026Q1: 61,324 shares 61,324 $2.53M 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 8,094 shares; 2025Q1: 7,807 shares; 2025Q2: 7,853 shares; 2025Q3: 8,047 shares; 2025Q4: 4,154 shares; 2026Q1: 8,329 shares 8,329 $2.52M 0.02% +4,175 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,020 shares; 2025Q1: 9,722 shares; 2025Q2: 10,577 shares; 2025Q3: 11,585 shares; 2025Q4: 6,081 shares; 2026Q1: 12,328 shares 12,328 $2.5M 0.02% +6,247 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,870 shares; 2025Q3: 7,053 shares; 2025Q4: 5,263 shares; 2026Q1: 11,819 shares 11,819 $2.5M 0.02% +6,556 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,168 shares; 2025Q1: 12,291 shares; 2025Q2: 27,211 shares; 2025Q3: 33,201 shares; 2025Q4: 6,215 shares; 2026Q1: 35,616 shares 35,616 $2.5M 0.02% +29,401 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,669 shares 12,669 $2.5M 0.02% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,986 shares; 2024Q4: 65,841 shares; 2025Q1: 66,612 shares; 2025Q2: 57,572 shares; 2025Q3: 58,821 shares; 2025Q4: 20,335 shares; 2026Q1: 19,634 shares 19,634 $2.49M 0.02% -701 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,170 shares; 2025Q1: 9,447 shares; 2025Q2: 9,480 shares; 2025Q3: 4,575 shares; 2025Q4: 4,527 shares; 2026Q1: 6,934 shares 6,934 $2.49M 0.02% +2,407 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 3,688 shares; 2025Q1: 3,371 shares; 2025Q2: 6,613 shares; 2025Q3: 6,671 shares; 2025Q4: 5,451 shares; 2026Q1: 10,801 shares 10,801 $2.49M 0.02% +5,350 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 26,255 shares; 2025Q1: 15,541 shares; 2025Q2: 30,294 shares; 2025Q3: 24,239 shares; 2025Q4: 21,098 shares; 2026Q1: 34,962 shares 34,962 $2.48M 0.02% +13,864 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,748 shares; 2025Q1: 3,795 shares; 2025Q2: 7,818 shares; 2025Q3: 11,013 shares; 2025Q4: 11,133 shares; 2026Q1: 11,309 shares 11,309 $2.47M 0.02% +176 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,289 shares; 2024Q4: 22,866 shares; 2025Q1: 22,506 shares; 2025Q2: 23,469 shares; 2025Q3: 25,108 shares; 2025Q4: 8,765 shares; 2026Q1: 25,700 shares 25,700 $2.46M 0.02% +16,935 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,930 shares; 2024Q4: 24,699 shares; 2025Q1: 23,976 shares; 2025Q2: 20,072 shares; 2025Q3: 23,072 shares; 2025Q4: 19,844 shares; 2026Q1: 35,443 shares 35,443 $2.46M 0.02% +15,599 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,101 shares; 2025Q1: 1,608 shares; 2025Q2: 843 shares; 2025Q3: 561 shares; 2025Q4: 718 shares; 2026Q1: 1,662 shares 1,662 $2.45M 0.02% +944 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,801 shares; 2024Q4: 65,381 shares; 2025Q1: 79,586 shares; 2025Q2: 92,317 shares; 2025Q3: 87,555 shares; 2025Q4: 39,701 shares; 2026Q1: 87,404 shares 87,404 $2.43M 0.02% +47,703 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,752 shares; 2025Q2: 30,574 shares; 2025Q3: 33,638 shares; 2025Q4: 32,750 shares; 2026Q1: 34,504 shares 34,504 $2.43M 0.02% +1,754 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,869 shares; 2025Q4: 86,623 shares; 2026Q1: 90,105 shares 90,105 $2.42M 0.02% +3,482 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,445 shares 94,445 $2.41M 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,752 shares; 2024Q4: 22,786 shares; 2025Q1: 20,155 shares; 2025Q2: 36,209 shares; 2025Q3: 31,314 shares; 2025Q4: 16,775 shares; 2026Q1: 33,126 shares 33,126 $2.4M 0.02% +16,351 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 9,641 shares; 2025Q1: 9,659 shares; 2025Q2: 9,736 shares; 2025Q3: 63,209 shares; 2025Q4: 57,234 shares; 2026Q1: 67,052 shares 67,052 $2.4M 0.02% +9,818 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 9,030 shares; 2025Q2: 8,743 shares; 2025Q3: 15,480 shares; 2025Q4: 13,815 shares; 2026Q1: 25,273 shares 25,273 $2.39M 0.02% +11,458 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,319 shares; 2025Q2: 38,594 shares; 2025Q3: 48,218 shares; 2025Q4: 37,808 shares; 2026Q1: 99,781 shares 99,781 $2.38M 0.02% +61,973 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,851 shares; 2025Q3: 5,681 shares; 2025Q4: 4,518 shares; 2026Q1: 22,184 shares 22,184 $2.38M 0.02% +17,666 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,425 shares; 2025Q2: 90,140 shares; 2025Q3: 59,315 shares; 2025Q4: not reported; 2026Q1: 53,024 shares 53,024 $2.38M 0.02% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,036 shares; 2024Q4: 74,425 shares; 2025Q1: 26,623 shares; 2025Q2: 29,367 shares; 2025Q3: 21,524 shares; 2025Q4: 11,025 shares; 2026Q1: 48,550 shares 48,550 $2.38M 0.02% +37,525 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 8,936 shares; 2025Q1: 9,460 shares; 2025Q2: 19,237 shares; 2025Q3: 27,068 shares; 2025Q4: 19,532 shares; 2026Q1: 109,612 shares 109,612 $2.37M 0.02% +90,080 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,894 shares; 2025Q1: 4,036 shares; 2025Q2: 3,351 shares; 2025Q3: 3,449 shares; 2025Q4: 2,021 shares; 2026Q1: 3,442 shares 3,442 $2.35M 0.02% +1,421 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,461 shares; 2024Q4: 42,532 shares; 2025Q1: 51,975 shares; 2025Q2: 69,142 shares; 2025Q3: 74,342 shares; 2025Q4: 87,297 shares; 2026Q1: 100,777 shares 100,777 $2.35M 0.02% +13,480 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,369 shares; 2024Q4: 18,132 shares; 2025Q1: 22,740 shares; 2025Q2: 30,946 shares; 2025Q3: 32,774 shares; 2025Q4: 23,379 shares; 2026Q1: 49,317 shares 49,317 $2.35M 0.02% +25,938 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,267 shares; 2024Q4: 115,081 shares; 2025Q1: 66,356 shares; 2025Q2: 65,156 shares; 2025Q3: 39,420 shares; 2025Q4: 34,062 shares; 2026Q1: 41,283 shares 41,283 $2.34M 0.02% +7,221 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,840 shares; 2025Q1: 13,627 shares; 2025Q2: 13,694 shares; 2025Q3: 13,237 shares; 2025Q4: 12,982 shares; 2026Q1: 13,003 shares 13,003 $2.34M 0.02% +21 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,145 shares; 2025Q1: 9,540 shares; 2025Q2: 10,043 shares; 2025Q3: 7,139 shares; 2025Q4: 3,083 shares; 2026Q1: 10,891 shares 10,891 $2.33M 0.02% +7,808 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,274 shares; 2025Q3: 23,092 shares; 2025Q4: 11,565 shares; 2026Q1: 18,976 shares 18,976 $2.33M 0.02% +7,411 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,617 shares; 2024Q4: 39,494 shares; 2025Q1: 43,963 shares; 2025Q2: 30,353 shares; 2025Q3: 30,159 shares; 2025Q4: not reported; 2026Q1: 40,433 shares 40,433 $2.33M 0.02% 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; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 46,964 shares; 2025Q1: 36,998 shares; 2025Q2: 34,249 shares; 2025Q3: 33,212 shares; 2025Q4: 18,311 shares; 2026Q1: 40,754 shares 40,754 $2.32M 0.02% +22,443 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 17,025 shares; 2025Q1: 15,644 shares; 2025Q2: 20,665 shares; 2025Q3: 21,273 shares; 2025Q4: 2,820 shares; 2026Q1: 19,936 shares 19,936 $2.31M 0.02% +17,116 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,962 shares; 2024Q4: 26,064 shares; 2025Q1: 22,480 shares; 2025Q2: 18,431 shares; 2025Q3: 11,802 shares; 2025Q4: 6,528 shares; 2026Q1: 23,872 shares 23,872 $2.3M 0.02% +17,344 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 33,355 shares; 2025Q1: 27,131 shares; 2025Q2: 31,756 shares; 2025Q3: 34,165 shares; 2025Q4: 18,276 shares; 2026Q1: 31,972 shares 31,972 $2.3M 0.02% +13,696 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 9,842 shares; 2025Q1: 8,477 shares; 2025Q2: 17,084 shares; 2025Q3: 9,747 shares; 2025Q4: 5,112 shares; 2026Q1: 17,431 shares 17,431 $2.28M 0.02% +12,319 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,586 shares; 2025Q4: 31,385 shares; 2026Q1: 72,021 shares 72,021 $2.27M 0.02% +40,636 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,232 shares; 2025Q1: 3,355 shares; 2025Q2: 6,385 shares; 2025Q3: 6,595 shares; 2025Q4: 3,344 shares; 2026Q1: 5,819 shares 5,819 $2.26M 0.02% +2,475 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,490 shares; 2024Q4: 27,966 shares; 2025Q1: 28,965 shares; 2025Q2: 45,916 shares; 2025Q3: 46,015 shares; 2025Q4: 41,244 shares; 2026Q1: 48,831 shares 48,831 $2.24M 0.02% +7,587 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,474 shares; 2024Q4: 29,900 shares; 2025Q1: 23,346 shares; 2025Q2: 24,019 shares; 2025Q3: 23,242 shares; 2025Q4: 18,905 shares; 2026Q1: 21,132 shares 21,132 $2.24M 0.02% +2,227 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,204 shares; 2024Q4: 138,145 shares; 2025Q1: 142,317 shares; 2025Q2: 165,231 shares; 2025Q3: 117,594 shares; 2025Q4: 138,752 shares; 2026Q1: 45,189 shares 45,189 $2.24M 0.02% -93,563 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,593 shares; 2024Q4: 69,771 shares; 2025Q1: 90,379 shares; 2025Q2: 95,129 shares; 2025Q3: 107,257 shares; 2025Q4: 77,604 shares; 2026Q1: 85,076 shares 85,076 $2.23M 0.02% +7,472 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 28,552 shares; 2025Q1: 45,188 shares; 2025Q2: 50,628 shares; 2025Q3: 51,647 shares; 2025Q4: 52,644 shares; 2026Q1: 51,512 shares 51,512 $2.23M 0.02% -1,132 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 13,888 shares; 2025Q1: 9,421 shares; 2025Q2: 3,348 shares; 2025Q3: 2,657 shares; 2025Q4: 2,071 shares; 2026Q1: 11,372 shares 11,372 $2.23M 0.02% +9,301 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,041 shares; 2024Q4: 47,823 shares; 2025Q1: 44,783 shares; 2025Q2: 51,795 shares; 2025Q3: 53,230 shares; 2025Q4: 54,044 shares; 2026Q1: 55,467 shares 55,467 $2.23M 0.02% +1,423 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,649 shares; 2024Q4: 318,403 shares; 2025Q1: 306,353 shares; 2025Q2: 304,898 shares; 2025Q3: 287,121 shares; 2025Q4: 250,275 shares; 2026Q1: 233,151 shares 233,151 $2.22M 0.02% -17,124 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,262 shares; 2025Q3: 16,641 shares; 2025Q4: 12,388 shares; 2026Q1: 23,056 shares 23,056 $2.17M 0.02% +10,668 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 5,550 shares; 2025Q1: 6,136 shares; 2025Q2: 15,263 shares; 2025Q3: 15,603 shares; 2025Q4: 8,960 shares; 2026Q1: 23,179 shares 23,179 $2.17M 0.02% +14,219 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,796 shares; 2026Q1: 56,615 shares 56,615 $2.15M 0.02% +46,819 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,961 shares; 2024Q4: 32,851 shares; 2025Q1: 33,015 shares; 2025Q2: 36,329 shares; 2025Q3: 35,510 shares; 2025Q4: 25,654 shares; 2026Q1: 45,572 shares 45,572 $2.14M 0.02% +19,918 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,257 shares; 2024Q4: 28,444 shares; 2025Q1: 23,272 shares; 2025Q2: 24,203 shares; 2025Q3: 22,752 shares; 2025Q4: 17,979 shares; 2026Q1: 46,720 shares 46,720 $2.12M 0.02% +28,741 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 755 shares; 2025Q1: 716 shares; 2025Q2: 897 shares; 2025Q3: 994 shares; 2025Q4: 437 shares; 2026Q1: 1,224 shares 1,224 $2.12M 0.02% +787 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,471 shares; 2024Q4: 20,600 shares; 2025Q1: 20,020 shares; 2025Q2: 21,866 shares; 2025Q3: 22,057 shares; 2025Q4: 8,416 shares; 2026Q1: 22,459 shares 22,459 $2.1M 0.02% +14,043 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 6,331 shares; 2025Q1: 6,732 shares; 2025Q2: 7,864 shares; 2025Q3: 9,579 shares; 2025Q4: 5,375 shares; 2026Q1: 10,584 shares 10,584 $2.09M 0.02% +5,209 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,759 shares; 2024Q4: 54,289 shares; 2025Q1: 43,069 shares; 2025Q2: 35,817 shares; 2025Q3: 50,591 shares; 2025Q4: 89,355 shares; 2026Q1: 92,483 shares 92,483 $2.09M 0.02% +3,128 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 4,902 shares; 2025Q1: 4,714 shares; 2025Q2: 4,330 shares; 2025Q3: 4,574 shares; 2025Q4: 4,721 shares; 2026Q1: 4,668 shares 4,668 $2.08M 0.02% -53 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 10,299 shares; 2025Q1: 10,435 shares; 2025Q2: 10,299 shares; 2025Q3: 393,595 shares; 2025Q4: 375,613 shares; 2026Q1: 372,879 shares 372,879 $2.07M 0.02% -2,734 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 27,888 shares; 2025Q1: 29,694 shares; 2025Q2: 31,317 shares; 2025Q3: 30,542 shares; 2025Q4: 11,502 shares; 2026Q1: 33,145 shares 33,145 $2.06M 0.02% +21,643 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,052 shares; 2024Q4: 32,028 shares; 2025Q1: 29,909 shares; 2025Q2: 56,741 shares; 2025Q3: 53,025 shares; 2025Q4: 53,607 shares; 2026Q1: 85,902 shares 85,902 $2.05M 0.02% +32,295 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 8,616 shares; 2025Q1: 8,197 shares; 2025Q2: 5,908 shares; 2025Q3: 5,520 shares; 2025Q4: not reported; 2026Q1: 9,824 shares 9,824 $2.04M 0.02% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,995 shares; 2024Q4: 56,601 shares; 2025Q1: 56,960 shares; 2025Q2: 59,581 shares; 2025Q3: 62,877 shares; 2025Q4: 7,047 shares; 2026Q1: 63,309 shares 63,309 $2.04M 0.02% +56,262 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,664 shares; 2025Q1: 67,703 shares; 2025Q2: 84,526 shares; 2025Q3: 85,489 shares; 2025Q4: 95,786 shares; 2026Q1: 100,429 shares 100,429 $2.04M 0.02% +4,643 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 9,099 shares; 2025Q1: 6,904 shares; 2025Q2: 17,849 shares; 2025Q3: 14,426 shares; 2025Q4: 5,941 shares; 2026Q1: 14,398 shares 14,398 $2.03M 0.02% +8,457 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 2,964 shares; 2025Q1: 2,181 shares; 2025Q2: 2,968 shares; 2025Q3: 3,335 shares; 2025Q4: 2,761 shares; 2026Q1: 4,688 shares 4,688 $2.03M 0.02% +1,927 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,861 shares; 2025Q1: 4,512 shares; 2025Q2: 5,821 shares; 2025Q3: 5,864 shares; 2025Q4: 2,627 shares; 2026Q1: 9,636 shares 9,636 $2.02M 0.02% +7,009 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,548 shares; 2024Q4: 37,190 shares; 2025Q1: 40,099 shares; 2025Q2: 41,939 shares; 2025Q3: 42,682 shares; 2025Q4: not reported; 2026Q1: 40,580 shares 40,580 $2.01M 0.02% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,597 shares; 2025Q2: 67,446 shares; 2025Q3: 67,708 shares; 2025Q4: 7,831 shares; 2026Q1: 42,856 shares 42,856 $2M 0.02% +35,025 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,933 shares; 2025Q1: 2,702 shares; 2025Q2: 3,344 shares; 2025Q3: 3,156 shares; 2025Q4: 1,596 shares; 2026Q1: 4,111 shares 4,111 $1.99M 0.02% +2,515 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,704 shares 37,704 $1.98M 0.02% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,534 shares; 2024Q4: 38,473 shares; 2025Q1: 62,846 shares; 2025Q2: 62,996 shares; 2025Q3: 68,083 shares; 2025Q4: 60,547 shares; 2026Q1: 100,422 shares 100,422 $1.98M 0.02% +39,875 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 17,052 shares; 2025Q1: 7,201 shares; 2025Q2: 11,227 shares; 2025Q3: 11,404 shares; 2025Q4: 9,527 shares; 2026Q1: 21,480 shares 21,480 $1.98M 0.02% +11,953 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,549 shares 19,549 $1.98M 0.02% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 9,426 shares; 2025Q1: 11,513 shares; 2025Q2: 41,601 shares; 2025Q3: 23,760 shares; 2025Q4: 19,423 shares; 2026Q1: 19,570 shares 19,570 $1.98M 0.02% +147 Timeline SECR NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,031 shares 77,031 $1.98M 0.02% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,199 shares; 2025Q1: 5,128 shares; 2025Q2: 5,053 shares; 2025Q3: 4,583 shares; 2025Q4: not reported; 2026Q1: 4,878 shares 4,878 $1.97M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,393 shares; 2025Q1: 3,840 shares; 2025Q2: 1,697 shares; 2025Q3: not reported; 2025Q4: 3,580 shares; 2026Q1: 6,022 shares 6,022 $1.97M 0.02% +2,442 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,081 shares; 2025Q4: 1,861 shares; 2026Q1: 6,120 shares 6,120 $1.97M 0.02% +4,259 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,592 shares; 2024Q4: 9,220 shares; 2025Q1: 5,895 shares; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 4,701 shares; 2026Q1: 41,711 shares 41,711 $1.96M 0.02% +37,010 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 34,621 shares; 2025Q1: 113,594 shares; 2025Q2: 59,144 shares; 2025Q3: 46,746 shares; 2025Q4: 37,843 shares; 2026Q1: 38,508 shares 38,508 $1.95M 0.02% +665 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,496 shares 62,496 $1.95M 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 13,434 shares; 2025Q1: 14,370 shares; 2025Q2: 13,612 shares; 2025Q3: 13,515 shares; 2025Q4: 7,977 shares; 2026Q1: 8,313 shares 8,313 $1.95M 0.02% +336 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,114 shares; 2024Q4: 40,063 shares; 2025Q1: 40,363 shares; 2025Q2: 37,705 shares; 2025Q3: 37,814 shares; 2025Q4: not reported; 2026Q1: 49,565 shares 49,565 $1.94M 0.02% new Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,729 shares 77,729 $1.94M 0.02% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,160 shares; 2024Q4: 328,026 shares; 2025Q1: 328,391 shares; 2025Q2: 339,166 shares; 2025Q3: 294,110 shares; 2025Q4: not reported; 2026Q1: 321,271 shares 321,271 $1.94M 0.02% new Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: not reported; 2025Q1: 8,210 shares; 2025Q2: 9,013 shares; 2025Q3: 30,447 shares; 2025Q4: 34,232 shares; 2026Q1: 40,085 shares 40,085 $1.94M 0.02% +5,853 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 5,585 shares; 2025Q1: 6,438 shares; 2025Q2: 10,586 shares; 2025Q3: 9,790 shares; 2025Q4: 3,572 shares; 2026Q1: 13,351 shares 13,351 $1.93M 0.02% +9,779 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,609 shares; 2025Q1: 7,933 shares; 2025Q2: 8,139 shares; 2025Q3: 8,175 shares; 2025Q4: not reported; 2026Q1: 11,214 shares 11,214 $1.93M 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 697 shares; 2025Q1: 778 shares; 2025Q2: 286 shares; 2025Q3: 265 shares; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $1.93M 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 685 shares; 2025Q4: 403 shares; 2026Q1: 3,677 shares 3,677 $1.92M 0.02% +3,274 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,051 shares; 2025Q3: 13,237 shares; 2025Q4: 11,399 shares; 2026Q1: 24,804 shares 24,804 $1.92M 0.02% +13,405 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,474 shares; 2024Q4: 21,914 shares; 2025Q1: 21,508 shares; 2025Q2: 19,852 shares; 2025Q3: 40,770 shares; 2025Q4: 27,994 shares; 2026Q1: 45,241 shares 45,241 $1.92M 0.02% +17,247 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 20,820 shares; 2025Q1: 22,110 shares; 2025Q2: 21,868 shares; 2025Q3: 24,996 shares; 2025Q4: 16,180 shares; 2026Q1: 22,937 shares 22,937 $1.92M 0.02% +6,757 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,452 shares; 2025Q1: 12,434 shares; 2025Q2: 8,462 shares; 2025Q3: 8,688 shares; 2025Q4: 10,522 shares; 2026Q1: 14,515 shares 14,515 $1.92M 0.02% +3,993 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,601 shares; 2024Q4: 29,738 shares; 2025Q1: 27,429 shares; 2025Q2: 27,698 shares; 2025Q3: 23,473 shares; 2025Q4: 5,463 shares; 2026Q1: 25,372 shares 25,372 $1.91M 0.02% +19,909 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,046 shares; 2025Q3: 91,074 shares; 2025Q4: 94,582 shares; 2026Q1: 99,554 shares 99,554 $1.91M 0.02% +4,972 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 16,140 shares; 2025Q1: 16,617 shares; 2025Q2: 22,158 shares; 2025Q3: 21,950 shares; 2025Q4: 12,130 shares; 2026Q1: 30,412 shares 30,412 $1.91M 0.02% +18,282 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 12,720 shares; 2025Q1: 12,690 shares; 2025Q2: 13,757 shares; 2025Q3: 17,389 shares; 2025Q4: not reported; 2026Q1: 42,329 shares 42,329 $1.91M 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,613 shares; 2025Q1: 3,759 shares; 2025Q2: 3,988 shares; 2025Q3: 3,799 shares; 2025Q4: 2,259 shares; 2026Q1: 4,668 shares 4,668 $1.9M 0.02% +2,409 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,951 shares; 2024Q4: 59,979 shares; 2025Q1: 55,717 shares; 2025Q2: 50,280 shares; 2025Q3: 38,102 shares; 2025Q4: 13,440 shares; 2026Q1: 31,825 shares 31,825 $1.9M 0.02% +18,385 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,419 shares; 2025Q1: 12,924 shares; 2025Q2: 14,890 shares; 2025Q3: 14,722 shares; 2025Q4: 14,522 shares; 2026Q1: 14,401 shares 14,401 $1.9M 0.02% -121 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,829 shares; 2024Q4: 62,394 shares; 2025Q1: 62,610 shares; 2025Q2: 67,382 shares; 2025Q3: 65,215 shares; 2025Q4: not reported; 2026Q1: 65,304 shares 65,304 $1.89M 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 8,440 shares; 2025Q1: 10,465 shares; 2025Q2: 10,060 shares; 2025Q3: 13,713 shares; 2025Q4: 6,546 shares; 2026Q1: 12,451 shares 12,451 $1.88M 0.02% +5,905 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,651 shares; 2024Q4: 86,184 shares; 2025Q1: 88,927 shares; 2025Q2: 83,145 shares; 2025Q3: 99,974 shares; 2025Q4: 86,322 shares; 2026Q1: 85,621 shares 85,621 $1.88M 0.01% -701 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 22,714 shares; 2025Q1: 10,076 shares; 2025Q2: 12,549 shares; 2025Q3: 15,866 shares; 2025Q4: 2,881 shares; 2026Q1: 12,954 shares 12,954 $1.88M 0.01% +10,073 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,109 shares; 2025Q1: 6,705 shares; 2025Q2: 6,826 shares; 2025Q3: 4,819 shares; 2025Q4: 1,707 shares; 2026Q1: 7,505 shares 7,505 $1.88M 0.01% +5,798 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,496 shares; 2024Q4: 46,581 shares; 2025Q1: 47,299 shares; 2025Q2: 44,707 shares; 2025Q3: 43,110 shares; 2025Q4: 41,868 shares; 2026Q1: 39,890 shares 39,890 $1.87M 0.01% -1,978 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,373 shares; 2024Q4: 80,482 shares; 2025Q1: 80,055 shares; 2025Q2: 78,236 shares; 2025Q3: 73,852 shares; 2025Q4: 68,870 shares; 2026Q1: 69,128 shares 69,128 $1.86M 0.01% +258 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 20,552 shares; 2025Q1: 20,362 shares; 2025Q2: 20,110 shares; 2025Q3: 21,225 shares; 2025Q4: 19,370 shares; 2026Q1: 35,295 shares 35,295 $1.86M 0.01% +15,925 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,683 shares; 2025Q3: 43,072 shares; 2025Q4: 26,321 shares; 2026Q1: 24,560 shares 24,560 $1.85M 0.01% -1,761 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 11,993 shares; 2025Q1: 5,910 shares; 2025Q2: 18,445 shares; 2025Q3: 36,927 shares; 2025Q4: 37,073 shares; 2026Q1: 35,184 shares 35,184 $1.85M 0.01% -1,889 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,439 shares; 2024Q4: 316,693 shares; 2025Q1: 301,888 shares; 2025Q2: 308,863 shares; 2025Q3: 410,229 shares; 2025Q4: 219,197 shares; 2026Q1: 67,499 shares 67,499 $1.84M 0.01% -151,698 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 10,526 shares; 2025Q1: 7,971 shares; 2025Q2: 9,543 shares; 2025Q3: 10,135 shares; 2025Q4: 7,472 shares; 2026Q1: 9,866 shares 9,866 $1.84M 0.01% +2,394 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,659 shares 36,659 $1.84M 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,661 shares; 2026Q1: 20,133 shares 20,133 $1.83M 0.01% +9,472 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,627 shares; 2025Q1: 24,552 shares; 2025Q2: 13,003 shares; 2025Q3: 21,961 shares; 2025Q4: 5,460 shares; 2026Q1: 35,947 shares 35,947 $1.83M 0.01% +30,487 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,821 shares; 2024Q4: 51,050 shares; 2025Q1: 78,904 shares; 2025Q2: 72,223 shares; 2025Q3: 60,950 shares; 2025Q4: not reported; 2026Q1: 64,216 shares 64,216 $1.83M 0.01% new Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,168 shares; 2025Q4: 34,401 shares; 2026Q1: 35,888 shares 35,888 $1.82M 0.01% +1,487 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,162 shares; 2025Q1: 6,047 shares; 2025Q2: 9,220 shares; 2025Q3: 11,179 shares; 2025Q4: 16,346 shares; 2026Q1: 22,227 shares 22,227 $1.82M 0.01% +5,881 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,025 shares; 2024Q4: 106,889 shares; 2025Q1: 94,526 shares; 2025Q2: 76,234 shares; 2025Q3: 31,334 shares; 2025Q4: 30,150 shares; 2026Q1: 37,201 shares 37,201 $1.82M 0.01% +7,051 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 14,501 shares; 2025Q1: 15,157 shares; 2025Q2: 15,652 shares; 2025Q3: 15,146 shares; 2025Q4: 15,056 shares; 2026Q1: 15,768 shares 15,768 $1.81M 0.01% +712 Timeline WNTR TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,054 shares; 2026Q1: 52,640 shares 52,640 $1.81M 0.01% +24,586 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,707 shares; 2025Q1: 7,233 shares; 2025Q2: 4,353 shares; 2025Q3: 8,149 shares; 2025Q4: 6,659 shares; 2026Q1: 13,744 shares 13,744 $1.81M 0.01% +7,085 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,133 shares; 2024Q4: 21,457 shares; 2025Q1: 16,741 shares; 2025Q2: 11,808 shares; 2025Q3: 12,003 shares; 2025Q4: 13,890 shares; 2026Q1: 25,327 shares 25,327 $1.81M 0.01% +11,437 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,875 shares 51,875 $1.8M 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 9,863 shares; 2025Q1: 10,225 shares; 2025Q2: 10,772 shares; 2025Q3: 11,505 shares; 2025Q4: 12,409 shares; 2026Q1: 20,577 shares 20,577 $1.8M 0.01% +8,168 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 15,973 shares; 2025Q1: 15,237 shares; 2025Q2: 14,664 shares; 2025Q3: 10,866 shares; 2025Q4: 5,656 shares; 2026Q1: 16,013 shares 16,013 $1.8M 0.01% +10,357 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,578 shares; 2025Q3: 20,347 shares; 2025Q4: 12,084 shares; 2026Q1: 27,901 shares 27,901 $1.79M 0.01% +15,817 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 30,516 shares; 2025Q1: 26,457 shares; 2025Q2: 44,499 shares; 2025Q3: 40,631 shares; 2025Q4: 28,763 shares; 2026Q1: 69,028 shares 69,028 $1.79M 0.01% +40,265 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,968 shares; 2024Q4: 46,772 shares; 2025Q1: 34,877 shares; 2025Q2: 35,848 shares; 2025Q3: 37,185 shares; 2025Q4: 23,830 shares; 2026Q1: 33,784 shares 33,784 $1.78M 0.01% +9,954 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,482 shares; 2024Q4: 18,260 shares; 2025Q1: 17,795 shares; 2025Q2: 19,018 shares; 2025Q3: 18,781 shares; 2025Q4: 19,193 shares; 2026Q1: 19,473 shares 19,473 $1.78M 0.01% +280 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,173 shares; 2024Q4: 131,060 shares; 2025Q1: 124,593 shares; 2025Q2: 116,115 shares; 2025Q3: 68,418 shares; 2025Q4: not reported; 2026Q1: 69,490 shares 69,490 $1.78M 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,512 shares; 2025Q1: 2,739 shares; 2025Q2: 3,445 shares; 2025Q3: 4,636 shares; 2025Q4: 4,240 shares; 2026Q1: 5,374 shares 5,374 $1.78M 0.01% +1,134 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 20,581 shares; 2025Q1: 22,015 shares; 2025Q2: 22,697 shares; 2025Q3: 24,946 shares; 2025Q4: 23,123 shares; 2026Q1: 24,941 shares 24,941 $1.77M 0.01% +1,818 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 4,981 shares; 2025Q3: 15,323 shares; 2025Q4: 13,026 shares; 2026Q1: 19,184 shares 19,184 $1.77M 0.01% +6,158 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,367 shares; 2025Q4: 158,611 shares; 2026Q1: 158,611 shares 158,611 $1.77M 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 5,099 shares; 2025Q1: not reported; 2025Q2: 9,646 shares; 2025Q3: 11,064 shares; 2025Q4: 9,149 shares; 2026Q1: 21,107 shares 21,107 $1.77M 0.01% +11,958 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,189 shares; 2025Q4: 1,325 shares; 2026Q1: 7,409 shares 7,409 $1.76M 0.01% +6,084 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,669 shares; 2024Q4: 257,784 shares; 2025Q1: 62,282 shares; 2025Q2: 88,442 shares; 2025Q3: 88,379 shares; 2025Q4: 56,291 shares; 2026Q1: 81,270 shares 81,270 $1.76M 0.01% +24,979 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,756 shares; 2024Q4: 39,161 shares; 2025Q1: 30,888 shares; 2025Q2: 33,413 shares; 2025Q3: 36,462 shares; 2025Q4: 14,358 shares; 2026Q1: 38,711 shares 38,711 $1.76M 0.01% +24,353 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,554 shares 35,554 $1.76M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,361 shares; 2025Q1: 4,096 shares; 2025Q2: 7,430 shares; 2025Q3: 8,894 shares; 2025Q4: 947 shares; 2026Q1: 6,471 shares 6,471 $1.75M 0.01% +5,524 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,433 shares; 2024Q4: 37,078 shares; 2025Q1: not reported; 2025Q2: 20,606 shares; 2025Q3: not reported; 2025Q4: 21,313 shares; 2026Q1: 35,771 shares 35,771 $1.75M 0.01% +14,458 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 13,290 shares; 2025Q1: 14,034 shares; 2025Q2: 12,024 shares; 2025Q3: 10,807 shares; 2025Q4: 13,509 shares; 2026Q1: 21,622 shares 21,622 $1.75M 0.01% +8,113 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,987 shares; 2024Q4: 54,384 shares; 2025Q1: 50,455 shares; 2025Q2: 22,451 shares; 2025Q3: 23,563 shares; 2025Q4: 13,113 shares; 2026Q1: 21,958 shares 21,958 $1.75M 0.01% +8,845 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: 1,560 shares; 2025Q2: 5,236 shares; 2025Q3: 6,691 shares; 2025Q4: 5,787 shares; 2026Q1: 8,705 shares 8,705 $1.74M 0.01% +2,918 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 926 shares; 2025Q1: 1,229 shares; 2025Q2: 1,020 shares; 2025Q3: 1,579 shares; 2025Q4: 1,425 shares; 2026Q1: 3,202 shares 3,202 $1.74M 0.01% +1,777 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 468 shares; 2025Q1: 522 shares; 2025Q2: 1,116 shares; 2025Q3: 1,387 shares; 2025Q4: 663 shares; 2026Q1: 1,774 shares 1,774 $1.74M 0.01% +1,111 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 41,850 shares; 2025Q1: 27,520 shares; 2025Q2: 26,508 shares; 2025Q3: 31,094 shares; 2025Q4: 30,654 shares; 2026Q1: 35,125 shares 35,125 $1.74M 0.01% +4,471 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,123 shares; 2024Q4: 35,637 shares; 2025Q1: 37,411 shares; 2025Q2: 36,485 shares; 2025Q3: 33,260 shares; 2025Q4: 40,509 shares; 2026Q1: 63,429 shares 63,429 $1.73M 0.01% +22,920 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,448 shares; 2024Q4: 41,894 shares; 2025Q1: 28,380 shares; 2025Q2: 47,690 shares; 2025Q3: 36,704 shares; 2025Q4: 38,020 shares; 2026Q1: 38,423 shares 38,423 $1.72M 0.01% +403 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,609 shares; 2025Q1: 11,137 shares; 2025Q2: 11,109 shares; 2025Q3: 11,177 shares; 2025Q4: 64,019 shares; 2026Q1: 131,207 shares 131,207 $1.72M 0.01% +67,188 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,923 shares; 2025Q4: 15,471 shares; 2026Q1: 31,819 shares 31,819 $1.71M 0.01% +16,348 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,209 shares; 2025Q2: 62,209 shares; 2025Q3: 65,139 shares; 2025Q4: 69,167 shares; 2026Q1: 69,402 shares 69,402 $1.71M 0.01% +235 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 24,329 shares; 2025Q1: 31,077 shares; 2025Q2: 29,008 shares; 2025Q3: 31,005 shares; 2025Q4: 31,326 shares; 2026Q1: 28,809 shares 28,809 $1.7M 0.01% -2,517 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,597 shares; 2024Q4: 140,111 shares; 2025Q1: 144,446 shares; 2025Q2: 138,022 shares; 2025Q3: 120,698 shares; 2025Q4: 107,082 shares; 2026Q1: 97,191 shares 97,191 $1.7M 0.01% -9,891 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,712 shares; 2025Q4: 14,973 shares; 2026Q1: 23,082 shares 23,082 $1.7M 0.01% +8,109 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,062 shares; 2025Q1: 9,336 shares; 2025Q2: 7,396 shares; 2025Q3: 7,568 shares; 2025Q4: 6,534 shares; 2026Q1: 8,585 shares 8,585 $1.69M 0.01% +2,051 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,382 shares; 2025Q1: 1,668 shares; 2025Q2: 1,442 shares; 2025Q3: 1,561 shares; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $1.68M 0.01% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,800 shares; 2025Q2: 70,102 shares; 2025Q3: 66,309 shares; 2025Q4: 65,103 shares; 2026Q1: 59,949 shares 59,949 $1.68M 0.01% -5,154 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,733 shares; 2025Q1: 1,485 shares; 2025Q2: 1,700 shares; 2025Q3: 1,787 shares; 2025Q4: 630 shares; 2026Q1: 3,080 shares 3,080 $1.68M 0.01% +2,450 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,926 shares; 2025Q1: 4,104 shares; 2025Q2: 7,513 shares; 2025Q3: 6,782 shares; 2025Q4: 2,952 shares; 2026Q1: 6,295 shares 6,295 $1.67M 0.01% +3,343 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 9,781 shares; 2025Q1: 7,745 shares; 2025Q2: 8,357 shares; 2025Q3: 7,672 shares; 2025Q4: 6,538 shares; 2026Q1: 16,363 shares 16,363 $1.67M 0.01% +9,825 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 14,482 shares; 2025Q1: 14,519 shares; 2025Q2: 14,718 shares; 2025Q3: 16,487 shares; 2025Q4: 15,241 shares; 2026Q1: 29,940 shares 29,940 $1.67M 0.01% +14,699 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 850 shares; 2025Q1: 758 shares; 2025Q2: 2,291 shares; 2025Q3: 1,421 shares; 2025Q4: 3,546 shares; 2026Q1: 10,449 shares 10,449 $1.65M 0.01% +6,903 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,521 shares; 2024Q4: 45,461 shares; 2025Q1: 12,575 shares; 2025Q2: 14,626 shares; 2025Q3: 30,387 shares; 2025Q4: 22,994 shares; 2026Q1: 36,879 shares 36,879 $1.65M 0.01% +13,885 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 2,123 shares; 2025Q1: 2,203 shares; 2025Q2: 3,733 shares; 2025Q3: 4,098 shares; 2025Q4: 2,921 shares; 2026Q1: 5,951 shares 5,951 $1.65M 0.01% +3,030 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,429 shares; 2025Q1: 2,667 shares; 2025Q2: 4,513 shares; 2025Q3: 5,316 shares; 2025Q4: not reported; 2026Q1: 5,593 shares 5,593 $1.65M 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; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 8,469 shares; 2025Q1: 9,279 shares; 2025Q2: 11,015 shares; 2025Q3: 10,034 shares; 2025Q4: 2,714 shares; 2026Q1: 14,974 shares 14,974 $1.65M 0.01% +12,260 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 28,163 shares; 2025Q1: 25,649 shares; 2025Q2: 17,091 shares; 2025Q3: 32,821 shares; 2025Q4: 30,810 shares; 2026Q1: 39,884 shares 39,884 $1.64M 0.01% +9,074 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 6,320 shares; 2025Q1: 6,340 shares; 2025Q2: 6,499 shares; 2025Q3: 6,725 shares; 2025Q4: 6,891 shares; 2026Q1: 6,779 shares 6,779 $1.64M 0.01% -112 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,192 shares; 2025Q1: 4,633 shares; 2025Q2: 4,747 shares; 2025Q3: 31,020 shares; 2025Q4: not reported; 2026Q1: 31,110 shares 31,110 $1.63M 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares 5,017 $1.63M 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 6,581 shares; 2025Q1: 6,150 shares; 2025Q2: 3,764 shares; 2025Q3: 4,429 shares; 2025Q4: 1,108 shares; 2026Q1: 6,556 shares 6,556 $1.63M 0.01% +5,448 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 16,056 shares; 2025Q1: 14,470 shares; 2025Q2: 14,438 shares; 2025Q3: 13,583 shares; 2025Q4: 9,073 shares; 2026Q1: 16,677 shares 16,677 $1.63M 0.01% +7,604 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,705 shares; 2025Q1: 8,485 shares; 2025Q2: 7,138 shares; 2025Q3: 7,476 shares; 2025Q4: 10,549 shares; 2026Q1: 14,998 shares 14,998 $1.63M 0.01% +4,449 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 10,165 shares; 2025Q1: 19,320 shares; 2025Q2: 15,862 shares; 2025Q3: 9,729 shares; 2025Q4: 14,266 shares; 2026Q1: 16,371 shares 16,371 $1.62M 0.01% +2,105 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 11,210 shares; 2025Q1: 17,359 shares; 2025Q2: 13,792 shares; 2025Q3: 13,585 shares; 2025Q4: 12,333 shares; 2026Q1: 9,772 shares 9,772 $1.62M 0.01% -2,561 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,857 shares; 2024Q4: 45,663 shares; 2025Q1: 55,359 shares; 2025Q2: 56,381 shares; 2025Q3: 57,912 shares; 2025Q4: 72,105 shares; 2026Q1: 73,137 shares 73,137 $1.62M 0.01% +1,032 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,824 shares; 2025Q4: 61,741 shares; 2026Q1: 62,643 shares 62,643 $1.61M 0.01% +902 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,312 shares 53,312 $1.61M 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,619 shares; 2024Q4: 19,835 shares; 2025Q1: 18,241 shares; 2025Q2: 23,124 shares; 2025Q3: 23,170 shares; 2025Q4: 25,318 shares; 2026Q1: 25,065 shares 25,065 $1.61M 0.01% -253 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 71,634 shares; 2025Q1: 47,087 shares; 2025Q2: 55,104 shares; 2025Q3: 56,237 shares; 2025Q4: not reported; 2026Q1: 52,006 shares 52,006 $1.61M 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; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,859 shares; 2025Q1: 3,350 shares; 2025Q2: 3,187 shares; 2025Q3: 3,458 shares; 2025Q4: not reported; 2026Q1: 5,537 shares 5,537 $1.61M 0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,869 shares; 2024Q4: 113,809 shares; 2025Q1: 24,478 shares; 2025Q2: 23,707 shares; 2025Q3: 20,334 shares; 2025Q4: 15,921 shares; 2026Q1: 16,746 shares 16,746 $1.6M 0.01% +825 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,459 shares; 2025Q1: 2,581 shares; 2025Q2: 4,019 shares; 2025Q3: 3,481 shares; 2025Q4: 2,727 shares; 2026Q1: 5,644 shares 5,644 $1.59M 0.01% +2,917 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,823 shares; 2025Q1: 2,884 shares; 2025Q2: 2,809 shares; 2025Q3: 2,588 shares; 2025Q4: 4,645 shares; 2026Q1: 21,462 shares 21,462 $1.59M 0.01% +16,817 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 26,323 shares; 2025Q1: 28,911 shares; 2025Q2: 24,276 shares; 2025Q3: 24,621 shares; 2025Q4: 15,651 shares; 2026Q1: 17,286 shares 17,286 $1.59M 0.01% +1,635 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,223 shares; 2025Q2: 17,755 shares; 2025Q3: 17,784 shares; 2025Q4: 8,237 shares; 2026Q1: 26,860 shares 26,860 $1.59M 0.01% +18,623 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,291 shares; 2025Q1: 3,067 shares; 2025Q2: 8,299 shares; 2025Q3: 9,344 shares; 2025Q4: 7,107 shares; 2026Q1: 12,801 shares 12,801 $1.58M 0.01% +5,694 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,605 shares; 2025Q1: 7,058 shares; 2025Q2: 6,389 shares; 2025Q3: 5,686 shares; 2025Q4: 2,499 shares; 2026Q1: 10,146 shares 10,146 $1.58M 0.01% +7,647 Timeline TLX TELIX PHARMACEUTICAL LTD More: the full row for TELIX PHARMACEUTICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,397 shares 164,397 $1.57M 0.01% new Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,343 shares; 2025Q4: not reported; 2026Q1: 31,561 shares 31,561 $1.57M 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,083 shares; 2025Q1: 4,363 shares; 2025Q2: 5,828 shares; 2025Q3: 4,566 shares; 2025Q4: 1,304 shares; 2026Q1: 7,442 shares 7,442 $1.57M 0.01% +6,138 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,115 shares; 2025Q1: 6,106 shares; 2025Q2: 5,627 shares; 2025Q3: 12,397 shares; 2025Q4: 16,361 shares; 2026Q1: 20,808 shares 20,808 $1.57M 0.01% +4,447 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,392 shares; 2024Q4: 67,989 shares; 2025Q1: 69,331 shares; 2025Q2: 82,998 shares; 2025Q3: 70,867 shares; 2025Q4: 70,637 shares; 2026Q1: 100,035 shares 100,035 $1.57M 0.01% +29,398 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,569 shares; 2025Q1: not reported; 2025Q2: 5,099 shares; 2025Q3: 4,601 shares; 2025Q4: 3,778 shares; 2026Q1: 9,480 shares 9,480 $1.57M 0.01% +5,702 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,141 shares; 2024Q4: 151,826 shares; 2025Q1: 142,365 shares; 2025Q2: 142,130 shares; 2025Q3: 139,579 shares; 2025Q4: 132,359 shares; 2026Q1: 124,099 shares 124,099 $1.56M 0.01% -8,260 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,147 shares; 2024Q4: 25,551 shares; 2025Q1: 25,033 shares; 2025Q2: 25,403 shares; 2025Q3: 24,449 shares; 2025Q4: 24,087 shares; 2026Q1: 24,108 shares 24,108 $1.56M 0.01% +21 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,083 shares; 2024Q4: 45,072 shares; 2025Q1: not reported; 2025Q2: 28,942 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,193 shares 56,193 $1.56M 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,539 shares; 2025Q1: 82,756 shares; 2025Q2: 64,894 shares; 2025Q3: 50,774 shares; 2025Q4: not reported; 2026Q1: 55,413 shares 55,413 $1.56M 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 7,539 shares; 2025Q1: 7,499 shares; 2025Q2: 9,986 shares; 2025Q3: 11,000 shares; 2025Q4: 8,892 shares; 2026Q1: 12,316 shares 12,316 $1.56M 0.01% +3,424 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,618 shares; 2025Q2: 49,897 shares; 2025Q3: 57,332 shares; 2025Q4: 58,598 shares; 2026Q1: 67,255 shares 67,255 $1.56M 0.01% +8,657 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,097 shares; 2025Q1: 1,232 shares; 2025Q2: 5,779 shares; 2025Q3: 6,531 shares; 2025Q4: 1,799 shares; 2026Q1: 6,269 shares 6,269 $1.56M 0.01% +4,470 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 3,802 shares; 2025Q1: 4,798 shares; 2025Q2: 3,725 shares; 2025Q3: 4,577 shares; 2025Q4: 3,867 shares; 2026Q1: 8,653 shares 8,653 $1.55M 0.01% +4,786 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,345 shares; 2024Q4: 35,193 shares; 2025Q1: 31,266 shares; 2025Q2: 29,891 shares; 2025Q3: 29,021 shares; 2025Q4: not reported; 2026Q1: 26,769 shares 26,769 $1.55M 0.01% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,296 shares; 2024Q4: 39,532 shares; 2025Q1: 8,904 shares; 2025Q2: not reported; 2025Q3: 53,608 shares; 2025Q4: 54,969 shares; 2026Q1: 69,735 shares 69,735 $1.55M 0.01% +14,766 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 2,073 shares; 2025Q4: 2,382 shares; 2026Q1: 3,223 shares 3,223 $1.55M 0.01% +841 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,185 shares; 2024Q4: 14,573 shares; 2025Q1: 11,931 shares; 2025Q2: 17,389 shares; 2025Q3: 17,871 shares; 2025Q4: 16,647 shares; 2026Q1: 18,686 shares 18,686 $1.54M 0.01% +2,039 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,074 shares; 2024Q4: 28,500 shares; 2025Q1: 31,935 shares; 2025Q2: 31,632 shares; 2025Q3: 30,303 shares; 2025Q4: 10,898 shares; 2026Q1: 32,291 shares 32,291 $1.53M 0.01% +21,393 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,658 shares; 2025Q3: 33,385 shares; 2025Q4: 11,020 shares; 2026Q1: 107,566 shares 107,566 $1.53M 0.01% +96,546 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,234 shares; 2025Q1: 29,256 shares; 2025Q2: 34,803 shares; 2025Q3: 37,961 shares; 2025Q4: 50,057 shares; 2026Q1: 58,397 shares 58,397 $1.53M 0.01% +8,340 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,122 shares; 2024Q4: 34,259 shares; 2025Q1: 31,382 shares; 2025Q2: 11,882 shares; 2025Q3: 11,243 shares; 2025Q4: 14,788 shares; 2026Q1: 21,057 shares 21,057 $1.52M 0.01% +6,269 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,439 shares; 2024Q4: 72,673 shares; 2025Q1: 69,571 shares; 2025Q2: 54,854 shares; 2025Q3: 39,035 shares; 2025Q4: 33,485 shares; 2026Q1: 32,902 shares 32,902 $1.52M 0.01% -583 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,080 shares; 2024Q4: 37,772 shares; 2025Q1: 37,315 shares; 2025Q2: 36,969 shares; 2025Q3: 32,418 shares; 2025Q4: 30,842 shares; 2026Q1: 30,580 shares 30,580 $1.52M 0.01% -262 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 29,239 shares; 2025Q1: 29,239 shares; 2025Q2: 28,932 shares; 2025Q3: 29,259 shares; 2025Q4: 29,259 shares; 2026Q1: 29,259 shares 29,259 $1.52M 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,724 shares; 2024Q4: 28,917 shares; 2025Q1: 29,372 shares; 2025Q2: 40,130 shares; 2025Q3: 33,837 shares; 2025Q4: 35,795 shares; 2026Q1: 65,299 shares 65,299 $1.51M 0.01% +29,504 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 13,454 shares; 2025Q1: 8,697 shares; 2025Q2: 13,119 shares; 2025Q3: 16,140 shares; 2025Q4: 7,606 shares; 2026Q1: 16,396 shares 16,396 $1.51M 0.01% +8,790 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,973 shares; 2025Q1: 5,323 shares; 2025Q2: 7,919 shares; 2025Q3: 8,838 shares; 2025Q4: 4,291 shares; 2026Q1: 9,573 shares 9,573 $1.51M 0.01% +5,282 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 13,756 shares; 2025Q1: 6,918 shares; 2025Q2: 11,349 shares; 2025Q3: 13,759 shares; 2025Q4: 2,509 shares; 2026Q1: 14,474 shares 14,474 $1.5M 0.01% +11,965 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,307 shares; 2024Q4: 71,833 shares; 2025Q1: 146,587 shares; 2025Q2: 78,885 shares; 2025Q3: 78,316 shares; 2025Q4: 70,141 shares; 2026Q1: 73,429 shares 73,429 $1.5M 0.01% +3,288 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 9,093 shares; 2025Q1: 7,515 shares; 2025Q2: 6,812 shares; 2025Q3: 6,836 shares; 2025Q4: 3,280 shares; 2026Q1: 7,245 shares 7,245 $1.5M 0.01% +3,965 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,475 shares; 2025Q2: 26,580 shares; 2025Q3: 53,835 shares; 2025Q4: 60,511 shares; 2026Q1: 66,855 shares 66,855 $1.5M 0.01% +6,344 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 9,929 shares; 2025Q1: 11,117 shares; 2025Q2: 16,154 shares; 2025Q3: 18,933 shares; 2025Q4: 1,339 shares; 2026Q1: 4,204 shares 4,204 $1.49M 0.01% +2,865 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 27,986 shares; 2025Q1: 23,408 shares; 2025Q2: 27,912 shares; 2025Q3: 17,740 shares; 2025Q4: 5,720 shares; 2026Q1: 15,719 shares 15,719 $1.49M 0.01% +9,999 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,247 shares; 2024Q4: 16,799 shares; 2025Q1: 36,993 shares; 2025Q2: 36,368 shares; 2025Q3: 16,426 shares; 2025Q4: 34,433 shares; 2026Q1: 32,604 shares 32,604 $1.49M 0.01% -1,829 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,860 shares; 2025Q1: 3,168 shares; 2025Q2: 3,509 shares; 2025Q3: 4,244 shares; 2025Q4: 2,338 shares; 2026Q1: 8,028 shares 8,028 $1.48M 0.01% +5,690 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,669 shares; 2024Q4: 107,988 shares; 2025Q1: 109,777 shares; 2025Q2: 173,961 shares; 2025Q3: 169,093 shares; 2025Q4: 157,102 shares; 2026Q1: 151,012 shares 151,012 $1.48M 0.01% -6,090 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,389 shares; 2024Q4: 22,026 shares; 2025Q1: 16,038 shares; 2025Q2: 17,566 shares; 2025Q3: 23,034 shares; 2025Q4: 18,233 shares; 2026Q1: 36,569 shares 36,569 $1.48M 0.01% +18,336 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,220 shares; 2025Q1: not reported; 2025Q2: 24,543 shares; 2025Q3: 28,502 shares; 2025Q4: 27,708 shares; 2026Q1: 76,961 shares 76,961 $1.47M 0.01% +49,253 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 3,426 shares; 2025Q1: 4,229 shares; 2025Q2: 6,787 shares; 2025Q3: 9,523 shares; 2025Q4: 9,916 shares; 2026Q1: 10,713 shares 10,713 $1.47M 0.01% +797 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,063 shares; 2024Q4: 26,127 shares; 2025Q1: 25,780 shares; 2025Q2: 25,595 shares; 2025Q3: 49,179 shares; 2025Q4: 30,745 shares; 2026Q1: 30,866 shares 30,866 $1.47M 0.01% +121 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,610 shares 14,610 $1.47M 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,132 shares; 2025Q4: 42,832 shares; 2026Q1: 86,152 shares 86,152 $1.46M 0.01% +43,320 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,562 shares; 2025Q3: not reported; 2025Q4: 8,221 shares; 2026Q1: 55,466 shares 55,466 $1.46M 0.01% +47,245 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 24,917 shares; 2025Q1: 23,523 shares; 2025Q2: 11,723 shares; 2025Q3: 20,064 shares; 2025Q4: 10,189 shares; 2026Q1: 11,384 shares 11,384 $1.46M 0.01% +1,195 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,733 shares; 2025Q3: 11,358 shares; 2025Q4: 12,567 shares; 2026Q1: 34,865 shares 34,865 $1.45M 0.01% +22,298 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,950 shares; 2025Q1: 4,711 shares; 2025Q2: 5,072 shares; 2025Q3: 5,073 shares; 2025Q4: 2,024 shares; 2026Q1: 5,100 shares 5,100 $1.45M 0.01% +3,076 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,586 shares; 2025Q1: 4,750 shares; 2025Q2: 1,773 shares; 2025Q3: 4,112 shares; 2025Q4: 1,184 shares; 2026Q1: 4,161 shares 4,161 $1.44M 0.01% +2,977 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,259 shares; 2026Q1: 8,649 shares 8,649 $1.44M 0.01% +7,390 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,264 shares; 2024Q4: 20,961 shares; 2025Q1: 27,760 shares; 2025Q2: 27,637 shares; 2025Q3: 20,185 shares; 2025Q4: 23,218 shares; 2026Q1: 30,874 shares 30,874 $1.43M 0.01% +7,656 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 681 shares; 2025Q1: 760 shares; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: not reported; 2026Q1: 3,614 shares 3,614 $1.43M 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; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 9,448 shares; 2025Q3: 7,829 shares; 2025Q4: 4,394 shares; 2026Q1: 9,541 shares 9,541 $1.43M 0.01% +5,147 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 19,104 shares; 2025Q1: 19,468 shares; 2025Q2: 23,015 shares; 2025Q3: 20,413 shares; 2025Q4: 16,657 shares; 2026Q1: 25,357 shares 25,357 $1.43M 0.01% +8,700 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,027 shares; 2024Q4: 37,000 shares; 2025Q1: 32,525 shares; 2025Q2: 27,294 shares; 2025Q3: 26,986 shares; 2025Q4: not reported; 2026Q1: 22,724 shares 22,724 $1.42M 0.01% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,102 shares 16,102 $1.42M 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 2,276 shares; 2025Q1: 2,121 shares; 2025Q2: 3,766 shares; 2025Q3: 6,273 shares; 2025Q4: not reported; 2026Q1: 8,079 shares 8,079 $1.42M 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 5,219 shares; 2025Q4: 3,172 shares; 2026Q1: 10,153 shares 10,153 $1.42M 0.01% +6,981 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 6,178 shares; 2025Q2: 4,508 shares; 2025Q3: 4,943 shares; 2025Q4: 3,161 shares; 2026Q1: 11,342 shares 11,342 $1.42M 0.01% +8,181 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 2,640 shares; 2025Q1: 2,037 shares; 2025Q2: 2,419 shares; 2025Q3: 2,744 shares; 2025Q4: 1,597 shares; 2026Q1: 2,990 shares 2,990 $1.42M 0.01% +1,393 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,013 shares; 2024Q4: 46,910 shares; 2025Q1: 52,715 shares; 2025Q2: 57,626 shares; 2025Q3: 57,319 shares; 2025Q4: 59,863 shares; 2026Q1: 68,524 shares 68,524 $1.41M 0.01% +8,661 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 10,690 shares; 2025Q1: 11,384 shares; 2025Q2: 11,163 shares; 2025Q3: 10,708 shares; 2025Q4: 10,805 shares; 2026Q1: 8,590 shares 8,590 $1.41M 0.01% -2,215 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,038 shares; 2024Q4: 103,664 shares; 2025Q1: 143,372 shares; 2025Q2: 123,204 shares; 2025Q3: 34,087 shares; 2025Q4: 12,618 shares; 2026Q1: 29,360 shares 29,360 $1.4M 0.01% +16,742 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 16,477 shares; 2025Q1: 11,990 shares; 2025Q2: 11,306 shares; 2025Q3: 11,165 shares; 2025Q4: 27,855 shares; 2026Q1: 64,805 shares 64,805 $1.4M 0.01% +36,950 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,668 shares; 2025Q1: 6,384 shares; 2025Q2: 6,532 shares; 2025Q3: 6,252 shares; 2025Q4: 3,798 shares; 2026Q1: 6,895 shares 6,895 $1.4M 0.01% +3,097 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,149 shares; 2024Q4: 199,676 shares; 2025Q1: 196,419 shares; 2025Q2: 193,054 shares; 2025Q3: 188,813 shares; 2025Q4: 183,101 shares; 2026Q1: 173,191 shares 173,191 $1.4M 0.01% -9,910 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 14,503 shares; 2025Q1: 12,953 shares; 2025Q2: 12,636 shares; 2025Q3: 12,104 shares; 2025Q4: 8,826 shares; 2026Q1: 12,667 shares 12,667 $1.4M 0.01% +3,841 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 4,479 shares; 2025Q1: 2,080 shares; 2025Q2: 3,689 shares; 2025Q3: 4,387 shares; 2025Q4: 2,726 shares; 2026Q1: 7,616 shares 7,616 $1.4M 0.01% +4,890 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,585 shares; 2025Q1: 33,194 shares; 2025Q2: 36,204 shares; 2025Q3: 40,083 shares; 2025Q4: 31,423 shares; 2026Q1: 46,196 shares 46,196 $1.4M 0.01% +14,773 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 10,719 shares; 2025Q1: 9,180 shares; 2025Q2: 20,869 shares; 2025Q3: 27,567 shares; 2025Q4: 32,596 shares; 2026Q1: 33,769 shares 33,769 $1.4M 0.01% +1,173 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,548 shares; 2024Q4: 62,196 shares; 2025Q1: 38,202 shares; 2025Q2: 40,664 shares; 2025Q3: 40,281 shares; 2025Q4: 11,558 shares; 2026Q1: 42,329 shares 42,329 $1.39M 0.01% +30,771 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 6,887 shares; 2025Q1: 6,259 shares; 2025Q2: 6,569 shares; 2025Q3: 6,694 shares; 2025Q4: 11,607 shares; 2026Q1: 16,459 shares 16,459 $1.39M 0.01% +4,852 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 6,092 shares 6,092 $1.39M 0.01% +4,902 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,099 shares; 2024Q4: 13,193 shares; 2025Q1: 13,069 shares; 2025Q2: 48,150 shares; 2025Q3: 74,156 shares; 2025Q4: 32,279 shares; 2026Q1: 36,244 shares 36,244 $1.39M 0.01% +3,965 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 9,789 shares; 2025Q1: 9,008 shares; 2025Q2: 9,200 shares; 2025Q3: 22,042 shares; 2025Q4: 15,302 shares; 2026Q1: 18,479 shares 18,479 $1.39M 0.01% +3,177 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,568 shares; 2025Q4: not reported; 2026Q1: 31,251 shares 31,251 $1.38M 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,068 shares; 2025Q1: 2,036 shares; 2025Q2: 2,467 shares; 2025Q3: 1,230 shares; 2025Q4: not reported; 2026Q1: 9,009 shares 9,009 $1.38M 0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,050 shares; 2025Q1: 34,000 shares; 2025Q2: 93,279 shares; 2025Q3: 97,941 shares; 2025Q4: 91,652 shares; 2026Q1: 97,402 shares 97,402 $1.38M 0.01% +5,750 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,605 shares; 2025Q1: 18,126 shares; 2025Q2: 31,762 shares; 2025Q3: 32,796 shares; 2025Q4: 46,242 shares; 2026Q1: 53,965 shares 53,965 $1.37M 0.01% +7,723 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 69,478 shares; 2025Q1: 66,919 shares; 2025Q2: 91,813 shares; 2025Q3: 114,077 shares; 2025Q4: 31,162 shares; 2026Q1: 72,345 shares 72,345 $1.37M 0.01% +41,183 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,750 shares; 2024Q4: 33,877 shares; 2025Q1: 33,936 shares; 2025Q2: 34,726 shares; 2025Q3: 31,378 shares; 2025Q4: 31,387 shares; 2026Q1: 31,309 shares 31,309 $1.37M 0.01% -78 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,691 shares; 2024Q4: 15,106 shares; 2025Q1: 14,837 shares; 2025Q2: 16,446 shares; 2025Q3: 16,100 shares; 2025Q4: not reported; 2026Q1: 14,369 shares 14,369 $1.36M 0.01% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,066 shares; 2024Q4: 11,912 shares; 2025Q1: 13,421 shares; 2025Q2: 14,250 shares; 2025Q3: 15,786 shares; 2025Q4: 17,284 shares; 2026Q1: 31,461 shares 31,461 $1.36M 0.01% +14,177 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: 8,805 shares; 2025Q1: 8,698 shares; 2025Q2: 9,035 shares; 2025Q3: 9,641 shares; 2025Q4: 7,724 shares; 2026Q1: 9,076 shares 9,076 $1.35M 0.01% +1,352 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,609 shares; 2025Q2: 22,237 shares; 2025Q3: 46,875 shares; 2025Q4: 51,895 shares; 2026Q1: 58,617 shares 58,617 $1.35M 0.01% +6,722 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,100 shares; 2024Q4: 24,567 shares; 2025Q1: 24,496 shares; 2025Q2: 28,230 shares; 2025Q3: 30,899 shares; 2025Q4: 28,097 shares; 2026Q1: 28,601 shares 28,601 $1.35M 0.01% +504 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 3,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,994 shares; 2025Q4: not reported; 2026Q1: 21,761 shares 21,761 $1.35M 0.01% new Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,312 shares; 2024Q4: 45,527 shares; 2025Q1: 49,701 shares; 2025Q2: 46,368 shares; 2025Q3: 48,107 shares; 2025Q4: 59,365 shares; 2026Q1: 57,328 shares 57,328 $1.35M 0.01% -2,037 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,533 shares; 2024Q4: 52,285 shares; 2025Q1: 31,743 shares; 2025Q2: 30,069 shares; 2025Q3: 29,404 shares; 2025Q4: 26,232 shares; 2026Q1: 23,290 shares 23,290 $1.34M 0.01% -2,942 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,661 shares; 2024Q4: 25,479 shares; 2025Q1: 40,527 shares; 2025Q2: 34,359 shares; 2025Q3: 33,810 shares; 2025Q4: 22,809 shares; 2026Q1: 53,545 shares 53,545 $1.34M 0.01% +30,736 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 257 shares; 2025Q1: 240 shares; 2025Q2: 449 shares; 2025Q3: 541 shares; 2025Q4: 253 shares; 2026Q1: 395 shares 395 $1.34M 0.01% +142 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,723 shares; 2025Q1: 4,639 shares; 2025Q2: 5,242 shares; 2025Q3: 4,314 shares; 2025Q4: 839 shares; 2026Q1: 5,575 shares 5,575 $1.33M 0.01% +4,736 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 7,588 shares; 2025Q1: 5,499 shares; 2025Q2: 18,555 shares; 2025Q3: 22,491 shares; 2025Q4: 7,382 shares; 2026Q1: 23,561 shares 23,561 $1.33M 0.01% +16,179 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,655 shares; 2025Q1: 868 shares; 2025Q2: 2,616 shares; 2025Q3: 4,367 shares; 2025Q4: not reported; 2026Q1: 9,988 shares 9,988 $1.33M 0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,539 shares 17,539 $1.33M 0.01% new Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,765 shares; 2024Q4: 179,223 shares; 2025Q1: 153,780 shares; 2025Q2: 145,862 shares; 2025Q3: 140,250 shares; 2025Q4: 121,231 shares; 2026Q1: 102,582 shares 102,582 $1.33M 0.01% -18,649 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,070 shares; 2024Q4: 26,435 shares; 2025Q1: 24,702 shares; 2025Q2: 24,026 shares; 2025Q3: 11,366 shares; 2025Q4: 10,078 shares; 2026Q1: 10,276 shares 10,276 $1.32M 0.01% +198 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 16,945 shares; 2025Q1: 19,356 shares; 2025Q2: 21,182 shares; 2025Q3: 18,508 shares; 2025Q4: 11,689 shares; 2026Q1: 20,662 shares 20,662 $1.31M 0.01% +8,973 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,485 shares; 2025Q3: 57,968 shares; 2025Q4: 58,784 shares; 2026Q1: 41,082 shares 41,082 $1.31M 0.01% -17,702 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,006 shares; 2024Q4: 17,633 shares; 2025Q1: 22,084 shares; 2025Q2: 20,965 shares; 2025Q3: 19,145 shares; 2025Q4: 16,726 shares; 2026Q1: 23,728 shares 23,728 $1.31M 0.01% +7,002 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 3,413 shares; 2025Q1: 2,474 shares; 2025Q2: 5,438 shares; 2025Q3: 4,752 shares; 2025Q4: 1,869 shares; 2026Q1: 11,467 shares 11,467 $1.31M 0.01% +9,598 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,973 shares; 2024Q4: 42,567 shares; 2025Q1: 39,195 shares; 2025Q2: 32,320 shares; 2025Q3: 31,481 shares; 2025Q4: 31,979 shares; 2026Q1: 30,796 shares 30,796 $1.3M 0.01% -1,183 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,940 shares 6,940 $1.3M 0.01% new Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,386 shares; 2025Q1: 36,331 shares; 2025Q2: 36,764 shares; 2025Q3: 35,509 shares; 2025Q4: not reported; 2026Q1: 40,711 shares 40,711 $1.3M 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,987 shares; 2025Q1: 8,039 shares; 2025Q2: 13,201 shares; 2025Q3: 16,536 shares; 2025Q4: 6,900 shares; 2026Q1: 26,728 shares 26,728 $1.3M 0.01% +19,828 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,693 shares; 2025Q3: 21,331 shares; 2025Q4: 14,536 shares; 2026Q1: 23,984 shares 23,984 $1.3M 0.01% +9,448 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,697 shares; 2024Q4: 73,798 shares; 2025Q1: 80,792 shares; 2025Q2: 74,065 shares; 2025Q3: 57,014 shares; 2025Q4: 11,283 shares; 2026Q1: 36,201 shares 36,201 $1.3M 0.01% +24,918 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,803 shares; 2024Q4: 37,608 shares; 2025Q1: 33,730 shares; 2025Q2: 29,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,837 shares 11,837 $1.3M 0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 9,208 shares; 2025Q1: not reported; 2025Q2: 7,097 shares; 2025Q3: 20,191 shares; 2025Q4: 44,872 shares; 2026Q1: 50,893 shares 50,893 $1.3M 0.01% +6,021 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,869 shares; 2024Q4: 54,667 shares; 2025Q1: 54,254 shares; 2025Q2: 51,720 shares; 2025Q3: 50,740 shares; 2025Q4: 41,991 shares; 2026Q1: 40,279 shares 40,279 $1.3M 0.01% -1,712 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,846 shares; 2024Q4: 90,690 shares; 2025Q1: 113,951 shares; 2025Q2: 118,955 shares; 2025Q3: 119,447 shares; 2025Q4: 14,920 shares; 2026Q1: 28,394 shares 28,394 $1.29M 0.01% +13,474 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,933 shares; 2025Q2: 4,681 shares; 2025Q3: not reported; 2025Q4: 7,960 shares; 2026Q1: 7,796 shares 7,796 $1.29M 0.01% -164 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 5,242 shares; 2025Q1: 4,929 shares; 2025Q2: 7,571 shares; 2025Q3: 8,529 shares; 2025Q4: 9,871 shares; 2026Q1: 12,627 shares 12,627 $1.29M 0.01% +2,756 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,560 shares; 2024Q4: 163,842 shares; 2025Q1: 60,195 shares; 2025Q2: 56,486 shares; 2025Q3: 61,711 shares; 2025Q4: 57,199 shares; 2026Q1: 61,839 shares 61,839 $1.28M 0.01% +4,640 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,037 shares; 2025Q1: 5,128 shares; 2025Q2: 11,240 shares; 2025Q3: 14,339 shares; 2025Q4: 15,852 shares; 2026Q1: 13,832 shares 13,832 $1.28M 0.01% -2,020 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 10,348 shares; 2025Q1: 10,517 shares; 2025Q2: 10,371 shares; 2025Q3: 9,369 shares; 2025Q4: 9,112 shares; 2026Q1: 8,314 shares 8,314 $1.28M 0.01% -798 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,946 shares; 2024Q4: 34,096 shares; 2025Q1: 34,437 shares; 2025Q2: 34,741 shares; 2025Q3: 34,823 shares; 2025Q4: 34,631 shares; 2026Q1: 34,980 shares 34,980 $1.28M 0.01% +349 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,562 shares; 2025Q1: 3,635 shares; 2025Q2: 3,411 shares; 2025Q3: 3,660 shares; 2025Q4: 1,967 shares; 2026Q1: 6,102 shares 6,102 $1.28M 0.01% +4,135 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 5,439 shares; 2025Q1: 6,178 shares; 2025Q2: 4,765 shares; 2025Q3: 4,751 shares; 2025Q4: 3,306 shares; 2026Q1: 5,838 shares 5,838 $1.28M 0.01% +2,532 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,363 shares; 2025Q3: 23,424 shares; 2025Q4: 30,956 shares; 2026Q1: 42,736 shares 42,736 $1.27M 0.01% +11,780 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 9,472 shares; 2025Q1: 9,428 shares; 2025Q2: 7,285 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,815 shares 17,815 $1.27M 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,253 shares; 2025Q1: 2,699 shares; 2025Q2: 6,082 shares; 2025Q3: 5,746 shares; 2025Q4: 5,461 shares; 2026Q1: 12,106 shares 12,106 $1.27M 0.01% +6,645 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,362 shares; 2025Q1: 5,511 shares; 2025Q2: 7,086 shares; 2025Q3: 6,995 shares; 2025Q4: 3,787 shares; 2026Q1: 7,511 shares 7,511 $1.27M 0.01% +3,724 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,047 shares; 2024Q4: 17,173 shares; 2025Q1: 17,092 shares; 2025Q2: 15,893 shares; 2025Q3: 17,142 shares; 2025Q4: 13,568 shares; 2026Q1: 17,843 shares 17,843 $1.27M 0.01% +4,275 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: 2,832 shares; 2026Q1: 10,737 shares 10,737 $1.27M 0.01% +7,905 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 6,881 shares; 2025Q1: 6,082 shares; 2025Q2: 5,949 shares; 2025Q3: 20,731 shares; 2025Q4: 16,959 shares; 2026Q1: 17,063 shares 17,063 $1.27M 0.01% +104 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 11,376 shares; 2025Q1: 11,138 shares; 2025Q2: 11,253 shares; 2025Q3: 10,399 shares; 2025Q4: 7,625 shares; 2026Q1: 10,388 shares 10,388 $1.27M 0.01% +2,763 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,581 shares; 2024Q4: 22,513 shares; 2025Q1: 59,150 shares; 2025Q2: 60,484 shares; 2025Q3: 64,840 shares; 2025Q4: 95,920 shares; 2026Q1: 47,318 shares 47,318 $1.26M 0.01% -48,602 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,255 shares; 2025Q1: 13,956 shares; 2025Q2: 15,521 shares; 2025Q3: 10,172 shares; 2025Q4: 10,764 shares; 2026Q1: 24,916 shares 24,916 $1.26M 0.01% +14,152 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares; 2026Q1: 6,621 shares 6,621 $1.26M 0.01% +5,429 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 9,962 shares; 2025Q1: 2,000 shares; 2025Q2: 2,816 shares; 2025Q3: 11,933 shares; 2025Q4: 9,942 shares; 2026Q1: 2,127 shares 2,127 $1.26M 0.01% -7,815 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,286 shares; 2024Q4: 139,610 shares; 2025Q1: 140,293 shares; 2025Q2: 146,034 shares; 2025Q3: 153,499 shares; 2025Q4: 19,579 shares; 2026Q1: 132,684 shares 132,684 $1.26M 0.01% +113,105 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,013 shares 31,013 $1.26M 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 7,181 shares; 2025Q3: 7,210 shares; 2025Q4: 7,922 shares; 2026Q1: 7,725 shares 7,725 $1.25M 0.01% -197 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 15,327 shares; 2025Q1: 14,827 shares; 2025Q2: 14,917 shares; 2025Q3: 14,547 shares; 2025Q4: not reported; 2026Q1: 13,294 shares 13,294 $1.25M 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,622 shares; 2025Q1: 2,655 shares; 2025Q2: 4,638 shares; 2025Q3: 3,200 shares; 2025Q4: not reported; 2026Q1: 3,904 shares 3,904 $1.25M 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 25,346 shares; 2025Q1: 17,261 shares; 2025Q2: 17,619 shares; 2025Q3: 7,927 shares; 2025Q4: not reported; 2026Q1: 23,672 shares 23,672 $1.25M 0.01% new Timeline