VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 14,249 shares; 2025Q4: not reported; 2026Q1: 16,519 shares 16,519 $1.24M 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,619 shares; 2025Q1: 3,657 shares; 2025Q2: 5,674 shares; 2025Q3: 5,766 shares; 2025Q4: 5,123 shares; 2026Q1: 6,013 shares 6,013 $1.24M 0.01% +890 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 3,889 shares; 2025Q1: 3,681 shares; 2025Q2: 4,819 shares; 2025Q3: 4,534 shares; 2025Q4: 2,453 shares; 2026Q1: 5,929 shares 5,929 $1.23M 0.01% +3,476 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,735 shares; 2024Q4: 7,909 shares; 2025Q1: 8,030 shares; 2025Q2: 10,947 shares; 2025Q3: 8,410 shares; 2025Q4: 7,703 shares; 2026Q1: 10,395 shares 10,395 $1.23M 0.01% +2,692 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,662 shares; 2025Q1: 8,381 shares; 2025Q2: 10,099 shares; 2025Q3: 19,613 shares; 2025Q4: 11,729 shares; 2026Q1: 28,911 shares 28,911 $1.23M 0.01% +17,182 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,510 shares; 2024Q4: 24,660 shares; 2025Q1: 107,270 shares; 2025Q2: 43,642 shares; 2025Q3: 18,553 shares; 2025Q4: 9,425 shares; 2026Q1: 16,761 shares 16,761 $1.23M 0.01% +7,336 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,998 shares; 2025Q1: 4,006 shares; 2025Q2: 4,945 shares; 2025Q3: 3,982 shares; 2025Q4: 4,916 shares; 2026Q1: 10,414 shares 10,414 $1.23M 0.01% +5,498 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,037 shares; 2024Q4: 43,728 shares; 2025Q1: 44,252 shares; 2025Q2: 60,164 shares; 2025Q3: 63,820 shares; 2025Q4: 57,621 shares; 2026Q1: 76,984 shares 76,984 $1.22M 0.01% +19,363 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,055 shares; 2025Q4: 969 shares; 2026Q1: 3,540 shares 3,540 $1.22M 0.01% +2,571 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,251 shares 34,251 $1.21M 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 3,300 shares; 2025Q1: 2,959 shares; 2025Q2: 3,109 shares; 2025Q3: 2,690 shares; 2025Q4: 2,914 shares; 2026Q1: 13,056 shares 13,056 $1.21M 0.01% +10,142 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,952 shares 74,952 $1.2M 0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 14,395 shares 14,395 $1.2M 0.01% new Timeline EWC 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: 5,890 shares; 2024Q4: 30,804 shares; 2025Q1: 6,934 shares; 2025Q2: 27,118 shares; 2025Q3: 24,939 shares; 2025Q4: 23,804 shares; 2026Q1: 21,929 shares 21,929 $1.2M 0.01% -1,875 Timeline BSJR 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: 33,441 shares; 2024Q4: 38,041 shares; 2025Q1: 52,845 shares; 2025Q2: 52,193 shares; 2025Q3: 52,586 shares; 2025Q4: 53,642 shares; 2026Q1: 53,581 shares 53,581 $1.2M 0.01% -61 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,776 shares; 2025Q1: 2,142 shares; 2025Q2: 3,504 shares; 2025Q3: 4,853 shares; 2025Q4: 2,864 shares; 2026Q1: 4,778 shares 4,778 $1.2M 0.01% +1,914 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 5,654 shares; 2025Q1: 5,605 shares; 2025Q2: 5,661 shares; 2025Q3: 6,120 shares; 2025Q4: 4,771 shares; 2026Q1: 12,637 shares 12,637 $1.19M 0.01% +7,866 Timeline HEFA 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: 362,364 shares; 2024Q4: 108,538 shares; 2025Q1: 230,833 shares; 2025Q2: 84,104 shares; 2025Q3: 52,914 shares; 2025Q4: 23,378 shares; 2026Q1: 28,117 shares 28,117 $1.19M 0.01% +4,739 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 11,784 shares; 2025Q1: 12,286 shares; 2025Q2: 12,539 shares; 2025Q3: 13,784 shares; 2025Q4: 11,753 shares; 2026Q1: 14,491 shares 14,491 $1.19M 0.01% +2,738 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,692 shares; 2024Q4: 25,548 shares; 2025Q1: 26,370 shares; 2025Q2: 26,436 shares; 2025Q3: 37,156 shares; 2025Q4: 25,870 shares; 2026Q1: 58,402 shares 58,402 $1.19M 0.01% +32,532 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,841 shares; 2024Q4: 40,181 shares; 2025Q1: 34,927 shares; 2025Q2: 34,521 shares; 2025Q3: 33,030 shares; 2025Q4: 19,118 shares; 2026Q1: 26,337 shares 26,337 $1.19M 0.01% +7,219 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,303 shares; 2024Q4: 49,706 shares; 2025Q1: 48,839 shares; 2025Q2: 73,131 shares; 2025Q3: 72,574 shares; 2025Q4: 21,274 shares; 2026Q1: 69,462 shares 69,462 $1.18M 0.01% +48,188 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,981 shares; 2024Q4: 36,533 shares; 2025Q1: 36,080 shares; 2025Q2: 50,332 shares; 2025Q3: 50,648 shares; 2025Q4: 35,982 shares; 2026Q1: 55,443 shares 55,443 $1.17M 0.01% +19,461 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,698 shares; 2025Q1: 3,266 shares; 2025Q2: 4,671 shares; 2025Q3: 4,834 shares; 2025Q4: 4,031 shares; 2026Q1: 6,929 shares 6,929 $1.17M 0.01% +2,898 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 10,741 shares; 2025Q1: 13,292 shares; 2025Q2: 14,673 shares; 2025Q3: 19,896 shares; 2025Q4: 21,862 shares; 2026Q1: 23,103 shares 23,103 $1.17M 0.01% +1,241 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 6,673 shares; 2025Q1: 6,822 shares; 2025Q2: 8,529 shares; 2025Q3: 6,433 shares; 2025Q4: 3,198 shares; 2026Q1: 8,614 shares 8,614 $1.16M 0.01% +5,416 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,388 shares; 2025Q3: 4,953 shares; 2025Q4: 3,636 shares; 2026Q1: 11,799 shares 11,799 $1.16M 0.01% +8,163 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 3,747 shares; 2025Q1: 3,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,639 shares 19,639 $1.16M 0.01% new Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,019 shares; 2024Q4: 96,099 shares; 2025Q1: 99,163 shares; 2025Q2: 96,721 shares; 2025Q3: 97,921 shares; 2025Q4: 85,327 shares; 2026Q1: 86,727 shares 86,727 $1.16M 0.01% +1,400 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,241 shares; 2025Q1: 1,555 shares; 2025Q2: 1,793 shares; 2025Q3: 1,801 shares; 2025Q4: 815 shares; 2026Q1: 2,639 shares 2,639 $1.15M 0.01% +1,824 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 9,951 shares; 2025Q1: 9,083 shares; 2025Q2: 9,175 shares; 2025Q3: 10,070 shares; 2025Q4: 4,349 shares; 2026Q1: 12,991 shares 12,991 $1.15M 0.01% +8,642 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 2,207 shares; 2025Q1: 969 shares; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 3,055 shares; 2026Q1: 2,334 shares 2,334 $1.15M 0.01% -721 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,637 shares; 2024Q4: 31,054 shares; 2025Q1: 31,398 shares; 2025Q2: 30,673 shares; 2025Q3: 28,534 shares; 2025Q4: 24,628 shares; 2026Q1: 28,561 shares 28,561 $1.15M 0.01% +3,933 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,671 shares; 2024Q4: 30,328 shares; 2025Q1: 32,601 shares; 2025Q2: 35,846 shares; 2025Q3: 36,859 shares; 2025Q4: 41,642 shares; 2026Q1: 42,997 shares 42,997 $1.14M 0.01% +1,355 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,961 shares; 2025Q1: 1,976 shares; 2025Q2: 3,543 shares; 2025Q3: 3,102 shares; 2025Q4: 1,204 shares; 2026Q1: 4,146 shares 4,146 $1.14M 0.01% +2,942 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,968 shares; 2024Q4: 25,044 shares; 2025Q1: 21,061 shares; 2025Q2: 17,775 shares; 2025Q3: 21,084 shares; 2025Q4: 20,126 shares; 2026Q1: 12,152 shares 12,152 $1.14M 0.01% -7,974 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 9,375 shares; 2025Q1: 9,052 shares; 2025Q2: 9,215 shares; 2025Q3: 9,343 shares; 2025Q4: 8,624 shares; 2026Q1: 11,857 shares 11,857 $1.13M 0.01% +3,233 Timeline VRP 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: 44,316 shares; 2025Q4: 40,126 shares; 2026Q1: 47,093 shares 47,093 $1.13M 0.01% +6,967 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 12,061 shares; 2025Q1: 11,658 shares; 2025Q2: 11,666 shares; 2025Q3: 13,824 shares; 2025Q4: not reported; 2026Q1: 14,335 shares 14,335 $1.13M 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 10,749 shares; 2025Q1: 7,135 shares; 2025Q2: 19,319 shares; 2025Q3: 16,829 shares; 2025Q4: 16,949 shares; 2026Q1: 23,798 shares 23,798 $1.13M 0.01% +6,849 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,056 shares; 2026Q1: 9,759 shares 9,759 $1.13M 0.01% +3,703 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,362 shares; 2025Q1: 4,235 shares; 2025Q2: 3,972 shares; 2025Q3: 2,177 shares; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $1.13M 0.01% new Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,535 shares; 2026Q1: 153,557 shares 153,557 $1.12M 0.01% +67,022 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,369 shares; 2025Q4: 21,093 shares; 2026Q1: 30,434 shares 30,434 $1.12M 0.01% +9,341 Timeline BSCU 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: 25,210 shares; 2024Q4: 25,210 shares; 2025Q1: 43,652 shares; 2025Q2: 34,368 shares; 2025Q3: 36,555 shares; 2025Q4: 46,497 shares; 2026Q1: 66,638 shares 66,638 $1.11M 0.01% +20,141 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,165 shares; 2024Q4: 59,517 shares; 2025Q1: 7,151 shares; 2025Q2: 7,800 shares; 2025Q3: 8,763 shares; 2025Q4: 8,036 shares; 2026Q1: 16,363 shares 16,363 $1.11M 0.01% +8,327 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,806 shares; 2025Q1: 4,148 shares; 2025Q2: 5,339 shares; 2025Q3: 6,425 shares; 2025Q4: not reported; 2026Q1: 8,467 shares 8,467 $1.11M 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 8,848 shares; 2025Q1: 8,023 shares; 2025Q2: 13,872 shares; 2025Q3: 12,570 shares; 2025Q4: 6,080 shares; 2026Q1: 8,831 shares 8,831 $1.11M 0.01% +2,751 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED 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: 4,958 shares; 2025Q3: 10,651 shares; 2025Q4: 16,771 shares; 2026Q1: 29,827 shares 29,827 $1.11M 0.01% +13,056 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,552 shares; 2025Q1: 1,661 shares; 2025Q2: 1,258 shares; 2025Q3: 2,408 shares; 2025Q4: 2,276 shares; 2026Q1: 4,551 shares 4,551 $1.11M 0.01% +2,275 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,059 shares; 2025Q1: 4,071 shares; 2025Q2: 4,132 shares; 2025Q3: 2,434 shares; 2025Q4: not reported; 2026Q1: 6,167 shares 6,167 $1.11M 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,253 shares; 2025Q4: 31,856 shares; 2026Q1: 40,860 shares 40,860 $1.11M 0.01% +9,004 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 15,340 shares; 2025Q1: 16,742 shares; 2025Q2: 16,731 shares; 2025Q3: 16,797 shares; 2025Q4: 10,690 shares; 2026Q1: 19,427 shares 19,427 $1.11M 0.01% +8,737 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 9,790 shares; 2025Q1: 8,400 shares; 2025Q2: 10,005 shares; 2025Q3: 11,892 shares; 2025Q4: 8,331 shares; 2026Q1: 13,844 shares 13,844 $1.11M 0.01% +5,513 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,486 shares; 2025Q1: 6,692 shares; 2025Q2: 6,649 shares; 2025Q3: 5,938 shares; 2025Q4: not reported; 2026Q1: 12,988 shares 12,988 $1.1M 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,015 shares; 2025Q1: 9,520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,415 shares 22,415 $1.1M 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 7,126 shares; 2025Q1: 7,481 shares; 2025Q2: 9,689 shares; 2025Q3: 9,243 shares; 2025Q4: not reported; 2026Q1: 12,363 shares 12,363 $1.09M 0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,226 shares; 2025Q1: 4,865 shares; 2025Q2: 3,041 shares; 2025Q3: 3,772 shares; 2025Q4: not reported; 2026Q1: 14,066 shares 14,066 $1.08M 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,360 shares; 2025Q1: 6,209 shares; 2025Q2: 5,529 shares; 2025Q3: 6,184 shares; 2025Q4: 3,165 shares; 2026Q1: 6,001 shares 6,001 $1.08M 0.01% +2,836 Timeline HACK 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: 9,823 shares; 2024Q4: 11,184 shares; 2025Q1: 12,283 shares; 2025Q2: 12,389 shares; 2025Q3: 13,926 shares; 2025Q4: 11,165 shares; 2026Q1: 14,401 shares 14,401 $1.08M 0.01% +3,236 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 6,029 shares; 2025Q1: 5,210 shares; 2025Q2: 8,274 shares; 2025Q3: 7,372 shares; 2025Q4: not reported; 2026Q1: 7,184 shares 7,184 $1.08M 0.01% new Timeline GVI 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: 3,910 shares; 2024Q4: 4,228 shares; 2025Q1: 5,435 shares; 2025Q2: 6,081 shares; 2025Q3: 8,538 shares; 2025Q4: 9,422 shares; 2026Q1: 10,112 shares 10,112 $1.08M 0.01% +690 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 14,130 shares 14,130 $1.08M 0.01% +9,092 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,140 shares; 2025Q3: 12,907 shares; 2025Q4: 3,686 shares; 2026Q1: 13,615 shares 13,615 $1.08M 0.01% +9,929 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 7,421 shares; 2025Q1: 8,345 shares; 2025Q2: 16,192 shares; 2025Q3: 13,068 shares; 2025Q4: 17,305 shares; 2026Q1: 16,747 shares 16,747 $1.08M 0.01% -558 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,448 shares; 2025Q1: 2,500 shares; 2025Q2: 3,400 shares; 2025Q3: 3,524 shares; 2025Q4: not reported; 2026Q1: 11,520 shares 11,520 $1.08M 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 981 shares; 2025Q1: 1,023 shares; 2025Q2: 1,056 shares; 2025Q3: 1,756 shares; 2025Q4: 961 shares; 2026Q1: 1,741 shares 1,741 $1.07M 0.01% +780 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 21,499 shares; 2025Q1: 24,490 shares; 2025Q2: 22,439 shares; 2025Q3: 18,728 shares; 2025Q4: 14,068 shares; 2026Q1: 33,539 shares 33,539 $1.07M 0.01% +19,471 Timeline BGLD 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: 14,325 shares; 2024Q4: 15,316 shares; 2025Q1: 15,807 shares; 2025Q2: 16,948 shares; 2025Q3: 36,671 shares; 2025Q4: 41,328 shares; 2026Q1: 62,598 shares 62,598 $1.07M 0.01% +21,270 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 6,387 shares; 2025Q1: 4,820 shares; 2025Q2: 9,397 shares; 2025Q3: 10,464 shares; 2025Q4: not reported; 2026Q1: 12,662 shares 12,662 $1.07M 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,425 shares; 2025Q1: 3,725 shares; 2025Q2: 4,035 shares; 2025Q3: 3,623 shares; 2025Q4: 1,751 shares; 2026Q1: 4,271 shares 4,271 $1.07M 0.01% +2,520 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,143 shares; 2024Q4: 52,678 shares; 2025Q1: 53,201 shares; 2025Q2: 69,042 shares; 2025Q3: 70,474 shares; 2025Q4: 38,836 shares; 2026Q1: 79,212 shares 79,212 $1.07M 0.01% +40,376 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 6,762 shares; 2025Q1: 6,853 shares; 2025Q2: 10,529 shares; 2025Q3: 10,468 shares; 2025Q4: 6,303 shares; 2026Q1: 13,267 shares 13,267 $1.07M 0.01% +6,964 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,723 shares; 2026Q1: 13,257 shares 13,257 $1.07M 0.01% +9,534 Timeline DOGG 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: 13,380 shares; 2024Q4: 17,160 shares; 2025Q1: 22,845 shares; 2025Q2: 29,279 shares; 2025Q3: 26,368 shares; 2025Q4: 36,130 shares; 2026Q1: 49,195 shares 49,195 $1.07M 0.01% +13,065 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,862 shares; 2025Q1: 1,839 shares; 2025Q2: 2,626 shares; 2025Q3: 1,107 shares; 2025Q4: 1,462 shares; 2026Q1: 3,503 shares 3,503 $1.07M 0.01% +2,041 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,780 shares; 2025Q4: 1,126 shares; 2026Q1: 2,968 shares 2,968 $1.06M 0.01% +1,842 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 9,068 shares; 2025Q1: 8,945 shares; 2025Q2: 10,121 shares; 2025Q3: 10,430 shares; 2025Q4: 4,386 shares; 2026Q1: 5,146 shares 5,146 $1.06M 0.01% +760 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,036 shares; 2025Q1: 1,363 shares; 2025Q2: 3,415 shares; 2025Q3: 2,420 shares; 2025Q4: 1,643 shares; 2026Q1: 4,330 shares 4,330 $1.06M 0.01% +2,687 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,831 shares; 2024Q4: 130,023 shares; 2025Q1: 114,569 shares; 2025Q2: 109,946 shares; 2025Q3: 105,410 shares; 2025Q4: 94,719 shares; 2026Q1: 78,327 shares 78,327 $1.06M 0.01% -16,392 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,599 shares; 2024Q4: 44,739 shares; 2025Q1: 41,194 shares; 2025Q2: 48,046 shares; 2025Q3: 46,757 shares; 2025Q4: 37,401 shares; 2026Q1: 58,521 shares 58,521 $1.05M 0.01% +21,120 Timeline BSMU 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: 17,551 shares; 2024Q4: 45,232 shares; 2025Q1: 37,421 shares; 2025Q2: 47,264 shares; 2025Q3: 71,249 shares; 2025Q4: 47,539 shares; 2026Q1: 48,315 shares 48,315 $1.05M 0.01% +776 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,845 shares; 2025Q3: 14,679 shares; 2025Q4: 26,479 shares; 2026Q1: 48,519 shares 48,519 $1.05M 0.01% +22,040 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 5,122 shares; 2025Q1: 5,140 shares; 2025Q2: 9,771 shares; 2025Q3: 13,574 shares; 2025Q4: 9,393 shares; 2026Q1: 11,639 shares 11,639 $1.05M 0.01% +2,246 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,272 shares; 2024Q4: 42,738 shares; 2025Q1: 20,358 shares; 2025Q2: 17,968 shares; 2025Q3: 18,826 shares; 2025Q4: 15,460 shares; 2026Q1: 20,703 shares 20,703 $1.05M 0.01% +5,243 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,278 shares; 2025Q1: 19,844 shares; 2025Q2: 31,127 shares; 2025Q3: 16,733 shares; 2025Q4: 15,202 shares; 2026Q1: 15,857 shares 15,857 $1.05M 0.01% +655 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 15,134 shares; 2025Q1: 29,991 shares; 2025Q2: 34,442 shares; 2025Q3: 26,720 shares; 2025Q4: 31,272 shares; 2026Q1: 39,997 shares 39,997 $1.04M 0.01% +8,725 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 16,986 shares; 2025Q1: 17,088 shares; 2025Q2: 19,521 shares; 2025Q3: 22,126 shares; 2025Q4: 16,710 shares; 2026Q1: 22,879 shares 22,879 $1.04M 0.01% +6,169 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,270 shares; 2024Q4: 15,978 shares; 2025Q1: 11,347 shares; 2025Q2: 12,727 shares; 2025Q3: 13,611 shares; 2025Q4: 7,428 shares; 2026Q1: 14,262 shares 14,262 $1.04M 0.01% +6,834 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,826 shares; 2025Q1: 2,410 shares; 2025Q2: 2,864 shares; 2025Q3: 3,494 shares; 2025Q4: 2,139 shares; 2026Q1: 8,818 shares 8,818 $1.04M 0.01% +6,679 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 3,024 shares; 2025Q1: 2,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,036 shares; 2026Q1: 10,361 shares 10,361 $1.04M 0.01% +4,325 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,207 shares; 2024Q4: 140,661 shares; 2025Q1: 142,494 shares; 2025Q2: 136,636 shares; 2025Q3: 133,046 shares; 2025Q4: 118,805 shares; 2026Q1: 108,273 shares 108,273 $1.04M 0.01% -10,532 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,692 shares; 2025Q2: 2,630 shares; 2025Q3: 2,581 shares; 2025Q4: 2,039 shares; 2026Q1: 2,590 shares 2,590 $1.03M 0.01% +551 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 9,399 shares; 2025Q3: 9,228 shares; 2025Q4: 4,914 shares; 2026Q1: 27,119 shares 27,119 $1.03M 0.01% +22,205 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 9,511 shares; 2025Q1: 9,142 shares; 2025Q2: 7,782 shares; 2025Q3: 11,018 shares; 2025Q4: 2,802 shares; 2026Q1: 11,499 shares 11,499 $1.03M 0.01% +8,697 Timeline JETS 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: 73,231 shares; 2024Q4: 67,699 shares; 2025Q1: 60,226 shares; 2025Q2: 60,853 shares; 2025Q3: 59,305 shares; 2025Q4: 11,165 shares; 2026Q1: 41,698 shares 41,698 $1.03M 0.01% +30,533 Timeline BALI 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: 10,150 shares; 2025Q2: 25,557 shares; 2025Q3: 23,561 shares; 2025Q4: 23,849 shares; 2026Q1: 33,220 shares 33,220 $1.02M 0.01% +9,371 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,577 shares; 2025Q3: 8,315 shares; 2025Q4: 7,446 shares; 2026Q1: 10,925 shares 10,925 $1.02M 0.01% +3,479 Timeline LDRC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,366 shares 40,366 $1.02M 0.01% new Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,023 shares; 2025Q4: 33,232 shares; 2026Q1: 32,472 shares 32,472 $1.02M 0.01% -760 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,434 shares; 2025Q1: 2,720 shares; 2025Q2: 2,564 shares; 2025Q3: 5,320 shares; 2025Q4: 3,646 shares; 2026Q1: 5,930 shares 5,930 $1.02M 0.01% +2,284 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,406 shares 5,406 $1.02M 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 4,710 shares; 2025Q3: 5,576 shares; 2025Q4: 10,833 shares; 2026Q1: 11,969 shares 11,969 $1.02M 0.01% +1,136 Timeline VXF 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: 3,664 shares; 2024Q4: 3,640 shares; 2025Q1: 5,438 shares; 2025Q2: 5,502 shares; 2025Q3: 5,550 shares; 2025Q4: 4,696 shares; 2026Q1: 4,930 shares 4,930 $1.01M 0.01% +234 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 29,912 shares; 2025Q1: 29,555 shares; 2025Q2: 28,210 shares; 2025Q3: 28,205 shares; 2025Q4: 10,325 shares; 2026Q1: 29,435 shares 29,435 $1.01M 0.01% +19,110 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 8,723 shares; 2025Q1: 7,169 shares; 2025Q2: 5,567 shares; 2025Q3: 6,282 shares; 2025Q4: 2,639 shares; 2026Q1: 4,354 shares 4,354 $1.01M 0.01% +1,715 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,241 shares; 2024Q4: 64,404 shares; 2025Q1: 52,370 shares; 2025Q2: 49,740 shares; 2025Q3: 47,114 shares; 2025Q4: 47,596 shares; 2026Q1: 47,927 shares 47,927 $1.01M 0.01% +331 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,679 shares; 2025Q4: 1,568 shares; 2026Q1: 4,051 shares 4,051 $1.01M 0.01% +2,483 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 17,681 shares; 2025Q1: 16,620 shares; 2025Q2: 15,758 shares; 2025Q3: 16,211 shares; 2025Q4: 5,764 shares; 2026Q1: 14,818 shares 14,818 $1.01M 0.01% +9,054 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,207 shares; 2025Q4: 18,412 shares; 2026Q1: 32,781 shares 32,781 $1.01M 0.01% +14,369 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,316 shares; 2024Q4: 23,836 shares; 2025Q1: 10,290 shares; 2025Q2: 16,305 shares; 2025Q3: 18,975 shares; 2025Q4: 16,547 shares; 2026Q1: 19,557 shares 19,557 $1M 0.01% +3,010 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 86,488 shares; 2025Q1: 98,177 shares; 2025Q2: 61,932 shares; 2025Q3: 72,180 shares; 2025Q4: 23,359 shares; 2026Q1: 63,247 shares 63,247 $1M 0.01% +39,888 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,364 shares; 2024Q4: 59,069 shares; 2025Q1: 53,620 shares; 2025Q2: 58,385 shares; 2025Q3: 55,414 shares; 2025Q4: 46,303 shares; 2026Q1: 42,979 shares 42,979 $1M 0.01% -3,324 Timeline SSL SASOL LTD More: the full row for SASOL 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: 60,514 shares; 2025Q3: 62,848 shares; 2025Q4: 69,993 shares; 2026Q1: 77,297 shares 77,297 $1M 0.01% +7,304 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: not reported; 2025Q1: 2,052 shares; 2025Q2: 2,215 shares; 2025Q3: 2,058 shares; 2025Q4: 951 shares; 2026Q1: 5,072 shares 5,072 $1M 0.01% +4,121 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,219 shares; 2025Q1: 11,134 shares; 2025Q2: 11,076 shares; 2025Q3: 8,976 shares; 2025Q4: not reported; 2026Q1: 8,998 shares 8,998 $1M 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,742 shares; 2025Q1: 4,670 shares; 2025Q2: 5,631 shares; 2025Q3: 5,652 shares; 2025Q4: not reported; 2026Q1: 4,781 shares 4,781 $999K 0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 11,572 shares 11,572 $997K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,176 shares; 2024Q4: 98,989 shares; 2025Q1: 99,046 shares; 2025Q2: 216,811 shares; 2025Q3: 96,595 shares; 2025Q4: 106,036 shares; 2026Q1: 115,061 shares 115,061 $996K 0.01% +9,025 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,456 shares; 2024Q4: 27,316 shares; 2025Q1: 27,241 shares; 2025Q2: 27,081 shares; 2025Q3: 25,561 shares; 2025Q4: 25,364 shares; 2026Q1: 25,254 shares 25,254 $996K 0.01% -110 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,591 shares; 2024Q4: 91,553 shares; 2025Q1: 90,822 shares; 2025Q2: 94,796 shares; 2025Q3: 86,176 shares; 2025Q4: 86,186 shares; 2026Q1: 55,718 shares 55,718 $992K 0.01% -30,468 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,127 shares; 2025Q1: 4,753 shares; 2025Q2: 7,276 shares; 2025Q3: 9,971 shares; 2025Q4: 2,173 shares; 2026Q1: 11,980 shares 11,980 $992K 0.01% +9,807 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 6,129 shares; 2025Q1: 6,276 shares; 2025Q2: 10,193 shares; 2025Q3: 23,430 shares; 2025Q4: not reported; 2026Q1: 21,314 shares 21,314 $989K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW 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: 2,488 shares; 2025Q4: 5,297 shares; 2026Q1: 9,303 shares 9,303 $988K 0.01% +4,006 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 375 shares; 2025Q1: 355 shares; 2025Q2: 4,638 shares; 2025Q3: 4,770 shares; 2025Q4: 3,088 shares; 2026Q1: 5,146 shares 5,146 $987K 0.01% +2,058 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,595 shares; 2025Q1: 2,846 shares; 2025Q2: 2,651 shares; 2025Q3: 1,801 shares; 2025Q4: 427 shares; 2026Q1: 1,628 shares 1,628 $985K 0.01% +1,201 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,284 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 16,260 shares; 2025Q3: 15,280 shares; 2025Q4: 15,280 shares; 2026Q1: 17,604 shares 17,604 $983K 0.01% +2,324 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,100 shares; 2025Q2: 22,284 shares; 2025Q3: 25,905 shares; 2025Q4: 24,549 shares; 2026Q1: 40,331 shares 40,331 $980K 0.01% +15,782 Timeline BLV 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: 3,437 shares; 2024Q4: 3,416 shares; 2025Q1: 2,847 shares; 2025Q2: 3,756 shares; 2025Q3: 4,656 shares; 2025Q4: 10,279 shares; 2026Q1: 14,223 shares 14,223 $978K 0.01% +3,944 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,628 shares; 2025Q1: 1,358 shares; 2025Q2: 1,080 shares; 2025Q3: 2,171 shares; 2025Q4: 2,251 shares; 2026Q1: 4,336 shares 4,336 $977K 0.01% +2,085 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,514 shares; 2025Q1: 18,635 shares; 2025Q2: 21,352 shares; 2025Q3: 23,743 shares; 2025Q4: 23,946 shares; 2026Q1: 23,435 shares 23,435 $977K 0.01% -511 Timeline XES 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: 8,380 shares 8,380 $975K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,995 shares; 2025Q3: 3,971 shares; 2025Q4: 3,349 shares; 2026Q1: 4,666 shares 4,666 $973K 0.01% +1,317 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,235 shares; 2025Q1: 6,253 shares; 2025Q2: 4,383 shares; 2025Q3: 6,435 shares; 2025Q4: 6,465 shares; 2026Q1: 9,784 shares 9,784 $972K 0.01% +3,319 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 3,663 shares 3,663 $972K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,082 shares; 2025Q1: 7,787 shares; 2025Q2: 7,683 shares; 2025Q3: 8,736 shares; 2025Q4: not reported; 2026Q1: 8,721 shares 8,721 $972K 0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,925 shares; 2025Q4: 13,913 shares; 2026Q1: 14,045 shares 14,045 $972K 0.01% +132 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,002 shares; 2024Q4: 13,545 shares; 2025Q1: 12,879 shares; 2025Q2: 10,501 shares; 2025Q3: 8,232 shares; 2025Q4: 6,662 shares; 2026Q1: 14,833 shares 14,833 $971K 0.01% +8,171 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,446 shares; 2024Q4: 12,512 shares; 2025Q1: 12,495 shares; 2025Q2: 17,996 shares; 2025Q3: 19,323 shares; 2025Q4: 13,731 shares; 2026Q1: 20,993 shares 20,993 $961K 0.01% +7,262 Timeline XME 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: 11,490 shares; 2024Q4: 11,495 shares; 2025Q1: 11,741 shares; 2025Q2: 9,383 shares; 2025Q3: 9,410 shares; 2025Q4: 2,020 shares; 2026Q1: 8,882 shares 8,882 $959K 0.01% +6,862 Timeline TBLL 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: 11,260 shares; 2025Q4: 11,365 shares; 2026Q1: 9,082 shares 9,082 $959K 0.01% -2,283 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 7,358 shares; 2025Q1: 6,093 shares; 2025Q2: 6,414 shares; 2025Q3: 6,777 shares; 2025Q4: 5,390 shares; 2026Q1: 5,925 shares 5,925 $959K 0.01% +535 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 2,119 shares; 2025Q2: 2,565 shares; 2025Q3: 3,694 shares; 2025Q4: 1,473 shares; 2026Q1: 5,485 shares 5,485 $958K 0.01% +4,012 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,625 shares; 2024Q4: 28,858 shares; 2025Q1: 29,388 shares; 2025Q2: 79,763 shares; 2025Q3: 79,559 shares; 2025Q4: 74,090 shares; 2026Q1: 74,091 shares 74,091 $957K 0.01% +1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 10,586 shares; 2025Q1: 10,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,670 shares 11,670 $956K 0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,266 shares; 2025Q3: 19,374 shares; 2025Q4: 12,702 shares; 2026Q1: 22,449 shares 22,449 $955K 0.01% +9,747 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,718 shares; 2025Q3: 11,408 shares; 2025Q4: 22,141 shares; 2026Q1: 35,963 shares 35,963 $955K 0.01% +13,822 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 929 shares; 2025Q4: not reported; 2026Q1: 3,185 shares 3,185 $951K 0.01% new Timeline JMOM 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: 5,857 shares; 2024Q4: 174,637 shares; 2025Q1: 186,912 shares; 2025Q2: 193,789 shares; 2025Q3: 16,093 shares; 2025Q4: not reported; 2026Q1: 13,967 shares 13,967 $949K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 18,365 shares; 2025Q1: 17,508 shares; 2025Q2: 22,945 shares; 2025Q3: 12,487 shares; 2025Q4: not reported; 2026Q1: 14,250 shares 14,250 $944K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 4,045 shares; 2025Q1: 3,650 shares; 2025Q2: 3,819 shares; 2025Q3: 4,012 shares; 2025Q4: 2,305 shares; 2026Q1: 3,217 shares 3,217 $942K 0.01% +912 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,512 shares; 2025Q3: 46,642 shares; 2025Q4: 53,299 shares; 2026Q1: 112,294 shares 112,294 $941K 0.01% +58,995 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 21,598 shares; 2025Q1: 21,160 shares; 2025Q2: 17,795 shares; 2025Q3: 18,434 shares; 2025Q4: 17,372 shares; 2026Q1: 20,506 shares 20,506 $940K 0.01% +3,134 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,611 shares; 2024Q4: 17,052 shares; 2025Q1: 15,469 shares; 2025Q2: 15,586 shares; 2025Q3: 18,735 shares; 2025Q4: not reported; 2026Q1: 19,374 shares 19,374 $939K 0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 24,392 shares; 2025Q1: 16,131 shares; 2025Q2: 14,727 shares; 2025Q3: 14,897 shares; 2025Q4: 43,161 shares; 2026Q1: 51,230 shares 51,230 $937K 0.01% +8,069 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,596 shares; 2024Q4: 17,534 shares; 2025Q1: 17,288 shares; 2025Q2: 17,642 shares; 2025Q3: 16,106 shares; 2025Q4: not reported; 2026Q1: 15,962 shares 15,962 $937K 0.01% new Timeline BKGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,944 shares; 2025Q3: 23,214 shares; 2025Q4: 13,962 shares; 2026Q1: 20,956 shares 20,956 $933K 0.01% +6,994 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,985 shares; 2024Q4: 95,248 shares; 2025Q1: 91,815 shares; 2025Q2: 134,097 shares; 2025Q3: 141,627 shares; 2025Q4: 116,034 shares; 2026Q1: 184,824 shares 184,824 $930K 0.01% +68,790 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,438 shares; 2025Q1: 1,157 shares; 2025Q2: 1,649 shares; 2025Q3: 2,395 shares; 2025Q4: 4,479 shares; 2026Q1: 4,190 shares 4,190 $927K 0.01% -289 Timeline WEX WEX INC More: the full row for WEX 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: 2,540 shares; 2026Q1: 6,050 shares 6,050 $926K 0.01% +3,510 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP 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: 8,848 shares; 2026Q1: 22,389 shares 22,389 $924K 0.01% +13,541 Timeline ZROZ 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: 9,062 shares; 2024Q4: 7,180 shares; 2025Q1: 7,176 shares; 2025Q2: 7,431 shares; 2025Q3: 9,968 shares; 2025Q4: 13,742 shares; 2026Q1: 14,434 shares 14,434 $924K 0.01% +692 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,999 shares; 2026Q1: 22,772 shares 22,772 $923K 0.01% +6,773 Timeline BSMV 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: 17,444 shares; 2024Q4: 46,190 shares; 2025Q1: 38,476 shares; 2025Q2: 38,548 shares; 2025Q3: 59,146 shares; 2025Q4: 34,518 shares; 2026Q1: 44,146 shares 44,146 $922K 0.01% +9,628 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,596 shares; 2026Q1: 16,157 shares 16,157 $920K 0.01% +9,561 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,278 shares; 2024Q4: 4,813 shares; 2025Q1: 3,850 shares; 2025Q2: 8,801 shares; 2025Q3: 5,057 shares; 2025Q4: 14,068 shares; 2026Q1: 13,422 shares 13,422 $916K 0.01% -646 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 6,370 shares; 2025Q1: 5,662 shares; 2025Q2: 8,114 shares; 2025Q3: 5,044 shares; 2025Q4: 1,635 shares; 2026Q1: 4,672 shares 4,672 $916K 0.01% +3,037 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,513 shares; 2025Q1: 16,162 shares; 2025Q2: 18,398 shares; 2025Q3: 16,794 shares; 2025Q4: 14,268 shares; 2026Q1: 18,602 shares 18,602 $915K 0.01% +4,334 Timeline ACWV 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: 6,336 shares; 2024Q4: 6,708 shares; 2025Q1: 6,735 shares; 2025Q2: 7,014 shares; 2025Q3: 6,992 shares; 2025Q4: 6,381 shares; 2026Q1: 7,644 shares 7,644 $914K 0.01% +1,263 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,685 shares; 2025Q1: 6,808 shares; 2025Q2: 13,995 shares; 2025Q3: 14,241 shares; 2025Q4: 9,893 shares; 2026Q1: 16,353 shares 16,353 $913K 0.01% +6,460 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,941 shares; 2024Q4: 38,120 shares; 2025Q1: 22,215 shares; 2025Q2: 30,878 shares; 2025Q3: 23,509 shares; 2025Q4: 15,429 shares; 2026Q1: 40,517 shares 40,517 $911K 0.01% +25,088 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,407 shares; 2025Q1: 1,364 shares; 2025Q2: 9,366 shares; 2025Q3: 6,561 shares; 2025Q4: 11,021 shares; 2026Q1: 13,584 shares 13,584 $911K 0.01% +2,563 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 40,282 shares 40,282 $910K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 4,340 shares; 2025Q1: 4,981 shares; 2025Q2: 6,388 shares; 2025Q3: 6,338 shares; 2025Q4: 4,354 shares; 2026Q1: 6,225 shares 6,225 $910K 0.01% +1,871 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 12,735 shares; 2025Q1: 16,700 shares; 2025Q2: 13,966 shares; 2025Q3: 20,609 shares; 2025Q4: 18,887 shares; 2026Q1: 24,743 shares 24,743 $910K 0.01% +5,856 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 10,639 shares; 2025Q1: 8,061 shares; 2025Q2: 10,304 shares; 2025Q3: 6,892 shares; 2025Q4: not reported; 2026Q1: 19,396 shares 19,396 $910K 0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 6,251 shares; 2025Q1: not reported; 2025Q2: 6,827 shares; 2025Q3: 4,461 shares; 2025Q4: not reported; 2026Q1: 7,772 shares 7,772 $910K 0.01% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 2,447 shares; 2025Q3: 3,512 shares; 2025Q4: 3,127 shares; 2026Q1: 11,048 shares 11,048 $907K 0.01% +7,921 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 12,252 shares; 2025Q1: 11,473 shares; 2025Q2: 13,686 shares; 2025Q3: 14,375 shares; 2025Q4: 12,112 shares; 2026Q1: 13,538 shares 13,538 $905K 0.01% +1,426 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,874 shares 4,874 $899K 0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,918 shares; 2025Q1: 4,320 shares; 2025Q2: 5,463 shares; 2025Q3: 9,532 shares; 2025Q4: 6,352 shares; 2026Q1: 8,985 shares 8,985 $897K 0.01% +2,633 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 2,845 shares; 2025Q3: 5,798 shares; 2025Q4: not reported; 2026Q1: 9,526 shares 9,526 $895K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,691 shares; 2025Q1: 2,915 shares; 2025Q2: 1,196 shares; 2025Q3: 1,135 shares; 2025Q4: 811 shares; 2026Q1: 3,116 shares 3,116 $894K 0.01% +2,305 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,027 shares; 2024Q4: 25,082 shares; 2025Q1: 26,712 shares; 2025Q2: 25,417 shares; 2025Q3: 26,412 shares; 2025Q4: 15,222 shares; 2026Q1: 24,333 shares 24,333 $894K 0.01% +9,111 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,086 shares 15,086 $894K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,688 shares; 2025Q3: 2,626 shares; 2025Q4: 5,369 shares; 2026Q1: 9,473 shares 9,473 $889K 0.01% +4,104 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 6,665 shares; 2025Q1: 7,553 shares; 2025Q2: 13,102 shares; 2025Q3: 11,165 shares; 2025Q4: 4,552 shares; 2026Q1: 7,517 shares 7,517 $889K 0.01% +2,965 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,623 shares 30,623 $888K 0.01% new Timeline BKSE 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: 7,344 shares; 2024Q4: 6,909 shares; 2025Q1: 6,990 shares; 2025Q2: 7,326 shares; 2025Q3: 7,415 shares; 2025Q4: 7,309 shares; 2026Q1: 7,788 shares 7,788 $887K 0.01% +479 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,296 shares; 2026Q1: 2,332 shares 2,332 $886K 0.01% +1,036 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 8,818 shares; 2025Q1: 8,530 shares; 2025Q2: 6,757 shares; 2025Q3: 6,745 shares; 2025Q4: not reported; 2026Q1: 6,751 shares 6,751 $883K 0.01% new Timeline IGRO 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: 20,653 shares; 2024Q4: 20,148 shares; 2025Q1: 10,848 shares; 2025Q2: 14,790 shares; 2025Q3: 12,053 shares; 2025Q4: 10,569 shares; 2026Q1: 10,519 shares 10,519 $881K 0.01% -50 Timeline IBDV 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: 27,569 shares; 2024Q4: 28,437 shares; 2025Q1: 37,004 shares; 2025Q2: 37,303 shares; 2025Q3: 42,243 shares; 2025Q4: 42,521 shares; 2026Q1: 40,157 shares 40,157 $879K 0.01% -2,364 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,428 shares; 2024Q4: 19,484 shares; 2025Q1: 18,977 shares; 2025Q2: 18,957 shares; 2025Q3: 19,355 shares; 2025Q4: not reported; 2026Q1: 17,698 shares 17,698 $878K 0.01% new Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,503 shares; 2025Q1: 57,782 shares; 2025Q2: 61,069 shares; 2025Q3: 35,388 shares; 2025Q4: not reported; 2026Q1: 30,478 shares 30,478 $878K 0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,431 shares; 2025Q1: 3,767 shares; 2025Q2: 4,403 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares 5,466 $876K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 9,054 shares; 2025Q1: 8,046 shares; 2025Q2: 9,361 shares; 2025Q3: 15,405 shares; 2025Q4: 11,229 shares; 2026Q1: 5,621 shares 5,621 $874K 0.01% -5,608 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 3,867 shares; 2025Q1: 3,944 shares; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: not reported; 2026Q1: 4,251 shares 4,251 $869K 0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 10,669 shares; 2025Q1: 14,874 shares; 2025Q2: 25,198 shares; 2025Q3: 25,520 shares; 2025Q4: 10,129 shares; 2026Q1: 41,057 shares 41,057 $868K 0.01% +30,928 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,722 shares; 2024Q4: 126,722 shares; 2025Q1: 126,622 shares; 2025Q2: 126,622 shares; 2025Q3: 124,857 shares; 2025Q4: 124,627 shares; 2026Q1: 108,105 shares 108,105 $866K 0.01% -16,522 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,663 shares; 2025Q1: 1,802 shares; 2025Q2: 3,160 shares; 2025Q3: 2,472 shares; 2025Q4: 1,017 shares; 2026Q1: 1,606 shares 1,606 $865K 0.01% +589 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,948 shares; 2025Q1: 4,109 shares; 2025Q2: 7,157 shares; 2025Q3: 8,882 shares; 2025Q4: 4,809 shares; 2026Q1: 8,627 shares 8,627 $865K 0.01% +3,818 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,761 shares; 2025Q1: 2,126 shares; 2025Q2: 4,763 shares; 2025Q3: 5,092 shares; 2025Q4: 5,348 shares; 2026Q1: 5,069 shares 5,069 $864K 0.01% -279 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 11,999 shares; 2025Q1: 11,195 shares; 2025Q2: 29,355 shares; 2025Q3: 30,635 shares; 2025Q4: 22,972 shares; 2026Q1: 36,171 shares 36,171 $864K 0.01% +13,199 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,481 shares 6,481 $863K 0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,745 shares; 2025Q1: 4,749 shares; 2025Q2: 4,796 shares; 2025Q3: 4,800 shares; 2025Q4: 4,025 shares; 2026Q1: 4,841 shares 4,841 $862K 0.01% +816 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 7,165 shares; 2025Q1: 7,224 shares; 2025Q2: 5,832 shares; 2025Q3: 21,656 shares; 2025Q4: 9,999 shares; 2026Q1: 31,850 shares 31,850 $860K 0.01% +21,851 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,201 shares; 2025Q1: 33,290 shares; 2025Q2: 21,748 shares; 2025Q3: 21,748 shares; 2025Q4: 22,851 shares; 2026Q1: 34,655 shares 34,655 $859K 0.01% +11,804 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,731 shares; 2024Q4: 13,987 shares; 2025Q1: 14,096 shares; 2025Q2: 8,366 shares; 2025Q3: 6,325 shares; 2025Q4: 7,133 shares; 2026Q1: 18,341 shares 18,341 $856K 0.01% +11,208 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,757 shares 18,757 $852K 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,713 shares; 2025Q1: 1,887 shares; 2025Q2: 1,988 shares; 2025Q3: 2,986 shares; 2025Q4: 1,440 shares; 2026Q1: 2,935 shares 2,935 $852K 0.01% +1,495 Timeline IYH 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: 43,821 shares; 2024Q4: 16,400 shares; 2025Q1: 16,392 shares; 2025Q2: 14,931 shares; 2025Q3: 13,687 shares; 2025Q4: 9,352 shares; 2026Q1: 13,815 shares 13,815 $852K 0.01% +4,463 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 2,368 shares; 2025Q4: 1,334 shares; 2026Q1: 3,650 shares 3,650 $851K 0.01% +2,316 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 30,926 shares; 2025Q1: 29,726 shares; 2025Q2: 28,247 shares; 2025Q3: 24,632 shares; 2025Q4: 19,027 shares; 2026Q1: 33,893 shares 33,893 $851K 0.01% +14,866 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 19,612 shares; 2025Q1: 17,824 shares; 2025Q2: not reported; 2025Q3: 19,520 shares; 2025Q4: 19,486 shares; 2026Q1: 19,940 shares 19,940 $849K 0.01% +454 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,661 shares; 2024Q4: 30,103 shares; 2025Q1: 32,019 shares; 2025Q2: 40,423 shares; 2025Q3: 44,872 shares; 2025Q4: 44,293 shares; 2026Q1: 43,894 shares 43,894 $843K 0.01% -399 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,515 shares; 2025Q4: not reported; 2026Q1: 23,411 shares 23,411 $841K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 8,519 shares; 2025Q1: 9,170 shares; 2025Q2: 11,738 shares; 2025Q3: 10,058 shares; 2025Q4: 8,880 shares; 2026Q1: 11,887 shares 11,887 $841K 0.01% +3,007 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 9,103 shares; 2025Q1: 9,568 shares; 2025Q2: 9,601 shares; 2025Q3: 14,267 shares; 2025Q4: 13,239 shares; 2026Q1: 7,013 shares 7,013 $837K 0.01% -6,226 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,109 shares; 2025Q3: 4,724 shares; 2025Q4: 2,787 shares; 2026Q1: 6,005 shares 6,005 $836K 0.01% +3,218 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,685 shares; 2024Q4: 104,747 shares; 2025Q1: 84,267 shares; 2025Q2: 75,456 shares; 2025Q3: 74,713 shares; 2025Q4: 65,361 shares; 2026Q1: 81,968 shares 81,968 $834K 0.01% +16,607 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,467 shares 23,467 $834K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,741 shares; 2025Q1: 1,205 shares; 2025Q2: 4,746 shares; 2025Q3: 5,026 shares; 2025Q4: 1,944 shares; 2026Q1: 6,243 shares 6,243 $831K 0.01% +4,299 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 3,187 shares; 2025Q4: 4,214 shares; 2026Q1: 6,232 shares 6,232 $830K 0.01% +2,018 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,898 shares; 2024Q4: 38,032 shares; 2025Q1: 31,635 shares; 2025Q2: 31,185 shares; 2025Q3: 32,401 shares; 2025Q4: 23,654 shares; 2026Q1: 33,238 shares 33,238 $828K 0.01% +9,584 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,266 shares; 2025Q1: 30,796 shares; 2025Q2: 32,804 shares; 2025Q3: 33,171 shares; 2025Q4: 35,516 shares; 2026Q1: 38,167 shares 38,167 $828K 0.01% +2,651 Timeline SPHY 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: 10,370 shares; 2025Q1: 11,115 shares; 2025Q2: 12,071 shares; 2025Q3: 9,578 shares; 2025Q4: not reported; 2026Q1: 35,454 shares 35,454 $827K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,195 shares; 2024Q4: 55,838 shares; 2025Q1: 95,315 shares; 2025Q2: 35,523 shares; 2025Q3: 36,143 shares; 2025Q4: 14,180 shares; 2026Q1: 30,021 shares 30,021 $824K 0.01% +15,841 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,924 shares; 2024Q4: 14,193 shares; 2025Q1: 12,178 shares; 2025Q2: 8,189 shares; 2025Q3: 10,197 shares; 2025Q4: not reported; 2026Q1: 13,688 shares 13,688 $824K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 4,907 shares; 2025Q1: 5,778 shares; 2025Q2: 5,426 shares; 2025Q3: 4,318 shares; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $824K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 7,181 shares; 2025Q1: 7,058 shares; 2025Q2: 5,895 shares; 2025Q3: 3,642 shares; 2025Q4: 3,474 shares; 2026Q1: 11,585 shares 11,585 $823K 0.01% +8,111 Timeline TLTD 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: 5,233 shares; 2024Q4: 7,127 shares; 2025Q1: 6,175 shares; 2025Q2: 7,607 shares; 2025Q3: 8,011 shares; 2025Q4: 8,503 shares; 2026Q1: 8,755 shares 8,755 $823K 0.01% +252 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,623 shares; 2026Q1: 2,702 shares 2,702 $822K 0.01% +79 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,196 shares; 2025Q1: 3,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,429 shares 19,429 $821K 0.01% new Timeline URA 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: 10,150 shares; 2024Q4: 23,219 shares; 2025Q1: not reported; 2025Q2: 5,622 shares; 2025Q3: 6,861 shares; 2025Q4: 12,363 shares; 2026Q1: 16,884 shares 16,884 $818K 0.01% +4,521 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,797 shares; 2024Q4: 33,899 shares; 2025Q1: 29,197 shares; 2025Q2: 32,490 shares; 2025Q3: 37,528 shares; 2025Q4: 24,313 shares; 2026Q1: 22,075 shares 22,075 $817K 0.01% -2,238 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,477 shares; 2024Q4: 13,534 shares; 2025Q1: 9,940 shares; 2025Q2: 9,259 shares; 2025Q3: 3,518 shares; 2025Q4: not reported; 2026Q1: 9,873 shares 9,873 $817K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,041 shares; 2025Q1: 4,905 shares; 2025Q2: 5,960 shares; 2025Q3: 5,372 shares; 2025Q4: 3,037 shares; 2026Q1: 5,194 shares 5,194 $817K 0.01% +2,157 Timeline DSTL 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: 15,107 shares; 2024Q4: 14,885 shares; 2025Q1: 14,892 shares; 2025Q2: 14,867 shares; 2025Q3: 14,374 shares; 2025Q4: not reported; 2026Q1: 14,070 shares 14,070 $814K 0.01% new Timeline FMAY 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: 17,495 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 15,660 shares; 2025Q3: 16,505 shares; 2025Q4: 16,505 shares; 2026Q1: 15,409 shares 15,409 $814K 0.01% -1,096 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 11,313 shares; 2025Q4: 10,352 shares; 2026Q1: 15,198 shares 15,198 $813K 0.01% +4,846 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,504 shares 34,504 $811K 0.01% new Timeline AMPG AMPLITECH GROUP INC More: the full row for AMPLITECH GROUP 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: 193,200 shares; 2025Q4: not reported; 2026Q1: 424,810 shares 424,810 $807K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 2,914 shares; 2025Q1: 2,931 shares; 2025Q2: 4,791 shares; 2025Q3: 3,527 shares; 2025Q4: 2,689 shares; 2026Q1: 3,411 shares 3,411 $806K 0.01% +722 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,747 shares; 2025Q1: not reported; 2025Q2: 2,779 shares; 2025Q3: 3,136 shares; 2025Q4: 1,968 shares; 2026Q1: 7,427 shares 7,427 $804K 0.01% +5,459 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,966 shares; 2025Q3: 22,693 shares; 2025Q4: 15,850 shares; 2026Q1: 33,188 shares 33,188 $803K 0.01% +17,338 Timeline IONR IONEER LTD More: the full row for IONEER 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: 188,560 shares 188,560 $802K 0.01% new Timeline VSDA 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: 11,393 shares; 2024Q4: 11,250 shares; 2025Q1: 11,288 shares; 2025Q2: 11,159 shares; 2025Q3: 9,931 shares; 2025Q4: 10,056 shares; 2026Q1: 14,716 shares 14,716 $802K 0.01% +4,660 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,631 shares; 2025Q1: 17,318 shares; 2025Q2: 15,727 shares; 2025Q3: 15,376 shares; 2025Q4: 13,920 shares; 2026Q1: 14,251 shares 14,251 $801K 0.01% +331 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,100 shares; 2025Q1: 14,434 shares; 2025Q2: 13,098 shares; 2025Q3: 8,457 shares; 2025Q4: 15,818 shares; 2026Q1: 26,282 shares 26,282 $800K 0.01% +10,464 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 6,520 shares; 2025Q1: 9,631 shares; 2025Q2: 6,690 shares; 2025Q3: 6,948 shares; 2025Q4: 6,353 shares; 2026Q1: 7,969 shares 7,969 $798K 0.01% +1,616 Timeline ATI ATI INC More: the full row for ATI 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: 2,468 shares; 2026Q1: 5,465 shares 5,465 $795K 0.01% +2,997 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,504 shares; 2025Q4: 2,941 shares; 2026Q1: 4,202 shares 4,202 $793K 0.01% +1,261 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,783 shares; 2024Q4: 16,149 shares; 2025Q1: 16,784 shares; 2025Q2: 61,793 shares; 2025Q3: 13,994 shares; 2025Q4: 16,437 shares; 2026Q1: 98,595 shares 98,595 $793K 0.01% +82,158 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 12,330 shares; 2025Q2: 22,649 shares; 2025Q3: 23,319 shares; 2025Q4: 38,937 shares; 2026Q1: 61,860 shares 61,860 $792K 0.01% +22,923 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 8,450 shares; 2025Q1: 3,575 shares; 2025Q2: 3,316 shares; 2025Q3: 2,654 shares; 2025Q4: 5,882 shares; 2026Q1: 2,515 shares 2,515 $789K 0.01% -3,367 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,035 shares; 2024Q4: 77,049 shares; 2025Q1: 77,513 shares; 2025Q2: 77,513 shares; 2025Q3: 73,210 shares; 2025Q4: 73,210 shares; 2026Q1: 73,159 shares 73,159 $782K 0.01% -51 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 11,266 shares; 2025Q3: 9,902 shares; 2025Q4: 13,496 shares; 2026Q1: 28,219 shares 28,219 $782K 0.01% +14,723 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,183 shares; 2025Q1: 4,970 shares; 2025Q2: 5,467 shares; 2025Q3: 6,969 shares; 2025Q4: 9,593 shares; 2026Q1: 17,595 shares 17,595 $781K 0.01% +8,002 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 3,392 shares; 2025Q1: 3,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,432 shares 5,432 $778K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,382 shares; 2025Q1: 2,673 shares; 2025Q2: 6,673 shares; 2025Q3: 6,829 shares; 2025Q4: not reported; 2026Q1: 5,710 shares 5,710 $777K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,203 shares; 2024Q4: 8,146 shares; 2025Q1: 7,829 shares; 2025Q2: 14,200 shares; 2025Q3: 16,393 shares; 2025Q4: 9,435 shares; 2026Q1: 16,737 shares 16,737 $776K 0.01% +7,302 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 12,637 shares; 2025Q1: 11,334 shares; 2025Q2: 9,093 shares; 2025Q3: 9,655 shares; 2025Q4: 6,475 shares; 2026Q1: 10,629 shares 10,629 $776K 0.01% +4,154 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 6,776 shares; 2025Q1: 5,744 shares; 2025Q2: 7,886 shares; 2025Q3: 10,513 shares; 2025Q4: 4,556 shares; 2026Q1: 11,312 shares 11,312 $775K 0.01% +6,756 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,028 shares; 2025Q2: 8,310 shares; 2025Q3: 15,592 shares; 2025Q4: 21,188 shares; 2026Q1: 30,030 shares 30,030 $774K 0.01% +8,842 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 6,753 shares; 2025Q3: 4,472 shares; 2025Q4: 5,358 shares; 2026Q1: 8,377 shares 8,377 $773K 0.01% +3,019 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,214 shares; 2025Q3: 20,946 shares; 2025Q4: 21,437 shares; 2026Q1: 10,793 shares 10,793 $773K 0.01% -10,644 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,175 shares; 2024Q4: 46,854 shares; 2025Q1: 31,625 shares; 2025Q2: 33,558 shares; 2025Q3: 30,292 shares; 2025Q4: 29,884 shares; 2026Q1: 31,067 shares 31,067 $771K 0.01% +1,183 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 6,934 shares; 2025Q1: 6,997 shares; 2025Q2: 10,561 shares; 2025Q3: 8,786 shares; 2025Q4: 7,543 shares; 2026Q1: 9,938 shares 9,938 $766K 0.01% +2,395 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 9,501 shares; 2025Q3: 9,140 shares; 2025Q4: 4,797 shares; 2026Q1: 12,241 shares 12,241 $764K 0.01% +7,444 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,409 shares 19,409 $763K 0.01% new Timeline SMB 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: 69,621 shares; 2024Q4: 182,524 shares; 2025Q1: 116,485 shares; 2025Q2: 136,927 shares; 2025Q3: 49,696 shares; 2025Q4: 18,039 shares; 2026Q1: 44,079 shares 44,079 $763K 0.01% +26,040 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,903 shares; 2025Q3: 13,028 shares; 2025Q4: not reported; 2026Q1: 13,156 shares 13,156 $762K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,382 shares; 2025Q4: not reported; 2026Q1: 6,954 shares 6,954 $762K 0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,515 shares; 2025Q1: 5,461 shares; 2025Q2: 8,369 shares; 2025Q3: 8,931 shares; 2025Q4: 6,892 shares; 2026Q1: 10,966 shares 10,966 $760K 0.01% +4,074 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares; 2025Q3: 7,839 shares; 2025Q4: 3,164 shares; 2026Q1: 11,298 shares 11,298 $759K 0.01% +8,134 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,755 shares; 2025Q4: 1,367 shares; 2026Q1: 2,691 shares 2,691 $758K 0.01% +1,324 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 7,949 shares; 2025Q1: 5,649 shares; 2025Q2: 5,558 shares; 2025Q3: 5,476 shares; 2025Q4: 5,510 shares; 2026Q1: 6,283 shares 6,283 $757K 0.01% +773 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,596 shares; 2025Q1: 3,485 shares; 2025Q2: 4,848 shares; 2025Q3: 3,937 shares; 2025Q4: not reported; 2026Q1: 4,418 shares 4,418 $757K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,981 shares; 2025Q1: 4,558 shares; 2025Q2: 8,598 shares; 2025Q3: 8,137 shares; 2025Q4: 3,587 shares; 2026Q1: 14,138 shares 14,138 $755K 0.01% +10,551 Timeline ICSH 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: 14,722 shares; 2025Q1: 14,893 shares; 2025Q2: 14,802 shares; 2025Q3: 14,667 shares; 2025Q4: not reported; 2026Q1: 14,914 shares 14,914 $755K 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,475 shares 4,475 $755K 0.01% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 10,137 shares; 2025Q1: 12,091 shares; 2025Q2: 19,532 shares; 2025Q3: 24,825 shares; 2025Q4: 9,702 shares; 2026Q1: 16,249 shares 16,249 $750K 0.01% +6,547 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,080 shares; 2025Q1: 3,948 shares; 2025Q2: 5,839 shares; 2025Q3: 4,209 shares; 2025Q4: 3,197 shares; 2026Q1: 6,471 shares 6,471 $747K 0.01% +3,274 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares; 2026Q1: 6,118 shares 6,118 $747K 0.01% +2,514 Timeline AIEQ 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: 16,906 shares; 2024Q4: 16,906 shares; 2025Q1: 16,819 shares; 2025Q2: 16,737 shares; 2025Q3: 17,179 shares; 2025Q4: 16,980 shares; 2026Q1: 17,184 shares 17,184 $743K 0.01% +204 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 965 shares; 2026Q1: 1,503 shares 1,503 $742K 0.01% +538 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,972 shares 11,972 $740K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,386 shares; 2025Q2: 1,580 shares; 2025Q3: 1,430 shares; 2025Q4: not reported; 2026Q1: 5,057 shares 5,057 $739K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,678 shares; 2025Q1: 9,139 shares; 2025Q2: 6,952 shares; 2025Q3: 7,488 shares; 2025Q4: not reported; 2026Q1: 9,092 shares 9,092 $736K 0.01% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,494 shares; 2025Q3: 9,706 shares; 2025Q4: 5,826 shares; 2026Q1: 14,801 shares 14,801 $735K 0.01% +8,975 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,052 shares; 2025Q1: 2,862 shares; 2025Q2: 2,744 shares; 2025Q3: 3,564 shares; 2025Q4: 2,712 shares; 2026Q1: 4,247 shares 4,247 $735K 0.01% +1,535 Timeline JFLI 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: not reported; 2025Q4: not reported; 2026Q1: 14,637 shares 14,637 $734K 0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,343 shares; 2024Q4: 18,837 shares; 2025Q1: 17,934 shares; 2025Q2: 15,082 shares; 2025Q3: 14,227 shares; 2025Q4: not reported; 2026Q1: 14,141 shares 14,141 $732K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,501 shares; 2024Q4: 23,475 shares; 2025Q1: 20,620 shares; 2025Q2: 22,743 shares; 2025Q3: 21,113 shares; 2025Q4: 20,838 shares; 2026Q1: 24,315 shares 24,315 $731K 0.01% +3,477 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 13,631 shares; 2025Q1: 10,247 shares; 2025Q2: 10,175 shares; 2025Q3: 10,378 shares; 2025Q4: 9,004 shares; 2026Q1: 14,793 shares 14,793 $731K 0.01% +5,789 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,295 shares; 2024Q4: 83,649 shares; 2025Q1: 29,088 shares; 2025Q2: 25,862 shares; 2025Q3: 25,027 shares; 2025Q4: 22,507 shares; 2026Q1: 24,376 shares 24,376 $730K 0.01% +1,869 Timeline LYFT LYFT INC More: the full row for LYFT 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: 63,546 shares; 2025Q3: 73,276 shares; 2025Q4: 53,910 shares; 2026Q1: 54,693 shares 54,693 $727K 0.01% +783 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,374 shares; 2025Q1: 12,206 shares; 2025Q2: 15,429 shares; 2025Q3: 16,110 shares; 2025Q4: 13,540 shares; 2026Q1: 11,700 shares 11,700 $726K 0.01% -1,840 Timeline GIGB 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: 140,817 shares; 2024Q4: 101,323 shares; 2025Q1: 19,340 shares; 2025Q2: 14,817 shares; 2025Q3: 10,691 shares; 2025Q4: 10,344 shares; 2026Q1: 15,823 shares 15,823 $725K 0.01% +5,479 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG 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: 6,285 shares; 2025Q3: 21,960 shares; 2025Q4: not reported; 2026Q1: 21,800 shares 21,800 $724K 0.01% new Timeline WSBK WINCHESTER BANCORP INC More: the full row for WINCHESTER BANCORP 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: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 57,000 shares; 2026Q1: 57,000 shares 57,000 $724K 0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,943 shares; 2025Q3: 5,343 shares; 2025Q4: 1,657 shares; 2026Q1: 5,300 shares 5,300 $723K 0.01% +3,643 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,301 shares; 2025Q2: 24,303 shares; 2025Q3: 27,503 shares; 2025Q4: 26,999 shares; 2026Q1: 24,327 shares 24,327 $723K 0.01% -2,672 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,324 shares; 2025Q4: not reported; 2026Q1: 7,792 shares 7,792 $723K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 4,976 shares; 2025Q1: 4,767 shares; 2025Q2: 9,253 shares; 2025Q3: 9,954 shares; 2025Q4: 5,584 shares; 2026Q1: 7,059 shares 7,059 $723K 0.01% +1,475 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,519 shares; 2024Q4: 58,952 shares; 2025Q1: 57,298 shares; 2025Q2: 54,660 shares; 2025Q3: 60,724 shares; 2025Q4: 18,356 shares; 2026Q1: 14,408 shares 14,408 $722K 0.01% -3,948 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 5,875 shares; 2025Q1: 4,991 shares; 2025Q2: 9,521 shares; 2025Q3: 4,252 shares; 2025Q4: not reported; 2026Q1: 14,204 shares 14,204 $722K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,742 shares; 2025Q4: 8,709 shares; 2026Q1: 9,190 shares 9,190 $721K 0.01% +481 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,042 shares; 2025Q1: 14,662 shares; 2025Q2: 14,537 shares; 2025Q3: 8,347 shares; 2025Q4: 5,700 shares; 2026Q1: 14,740 shares 14,740 $720K 0.01% +9,040 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,946 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,614 shares 12,614 $719K 0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 23,503 shares; 2025Q1: 19,755 shares; 2025Q2: 7,437 shares; 2025Q3: 7,376 shares; 2025Q4: not reported; 2026Q1: 19,923 shares 19,923 $718K 0.01% new Timeline XT 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: 29,331 shares; 2024Q4: 33,523 shares; 2025Q1: 16,953 shares; 2025Q2: 14,455 shares; 2025Q3: 14,185 shares; 2025Q4: 13,014 shares; 2026Q1: 10,536 shares 10,536 $718K 0.01% -2,478 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,531 shares; 2025Q1: 4,528 shares; 2025Q2: 6,610 shares; 2025Q3: 3,479 shares; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $717K 0.01% new Timeline HGER 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: not reported; 2025Q2: not reported; 2025Q3: 13,985 shares; 2025Q4: not reported; 2026Q1: 23,069 shares 23,069 $715K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY 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: 1,897 shares; 2025Q3: 2,037 shares; 2025Q4: 2,709 shares; 2026Q1: 4,166 shares 4,166 $712K 0.01% +1,457 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 20,338 shares; 2025Q1: 16,133 shares; 2025Q2: not reported; 2025Q3: 12,442 shares; 2025Q4: not reported; 2026Q1: 20,210 shares 20,210 $710K 0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,240 shares; 2025Q3: 6,101 shares; 2025Q4: 3,066 shares; 2026Q1: 5,293 shares 5,293 $710K 0.01% +2,227 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 4,874 shares; 2025Q1: 4,477 shares; 2025Q2: 9,637 shares; 2025Q3: 12,153 shares; 2025Q4: not reported; 2026Q1: 11,743 shares 11,743 $709K 0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO 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: 4,791 shares; 2025Q4: not reported; 2026Q1: 13,080 shares 13,080 $708K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,820 shares; 2025Q1: 14,393 shares; 2025Q2: not reported; 2025Q3: 13,692 shares; 2025Q4: not reported; 2026Q1: 31,041 shares 31,041 $707K 0.01% new Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,878 shares; 2024Q4: 22,039 shares; 2025Q1: 22,067 shares; 2025Q2: 22,097 shares; 2025Q3: 100,010 shares; 2025Q4: not reported; 2026Q1: 82,135 shares 82,135 $705K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,018 shares; 2025Q1: 1,048 shares; 2025Q2: 1,311 shares; 2025Q3: 779 shares; 2025Q4: not reported; 2026Q1: 2,364 shares 2,364 $704K 0.01% new Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,055 shares; 2025Q1: 4,603 shares; 2025Q2: 4,866 shares; 2025Q3: 7,808 shares; 2025Q4: 3,740 shares; 2026Q1: 7,529 shares 7,529 $704K 0.01% +3,789 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 1,576 shares; 2025Q1: 1,594 shares; 2025Q2: 1,494 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,962 shares 1,962 $704K 0.01% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 13,181 shares; 2025Q1: 13,695 shares; 2025Q2: 14,707 shares; 2025Q3: 13,229 shares; 2025Q4: 4,863 shares; 2026Q1: 13,041 shares 13,041 $704K 0.01% +8,178 Timeline IBTM 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: 17,199 shares; 2024Q4: 21,516 shares; 2025Q1: 21,561 shares; 2025Q2: 21,627 shares; 2025Q3: 22,407 shares; 2025Q4: 20,519 shares; 2026Q1: 30,666 shares 30,666 $703K 0.01% +10,147 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,652 shares; 2025Q3: 16,204 shares; 2025Q4: 18,206 shares; 2026Q1: 20,159 shares 20,159 $703K 0.01% +1,953 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,773 shares; 2024Q4: 40,289 shares; 2025Q1: 38,840 shares; 2025Q2: 35,555 shares; 2025Q3: 46,159 shares; 2025Q4: 11,219 shares; 2026Q1: 51,976 shares 51,976 $702K 0.01% +40,757 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,754 shares; 2025Q4: not reported; 2026Q1: 35,367 shares 35,367 $700K 0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 6,605 shares; 2025Q4: 7,863 shares; 2026Q1: 15,020 shares 15,020 $699K 0.01% +7,157 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,679 shares; 2025Q1: 22,841 shares; 2025Q2: 19,038 shares; 2025Q3: 19,369 shares; 2025Q4: 24,363 shares; 2026Q1: 34,857 shares 34,857 $699K 0.01% +10,494 Timeline VSGX 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: not reported; 2024Q4: 4,261 shares; 2025Q1: 6,187 shares; 2025Q2: 13,632 shares; 2025Q3: 23,146 shares; 2025Q4: 5,862 shares; 2026Q1: 9,740 shares 9,740 $699K 0.01% +3,878 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 3,559 shares; 2025Q4: 2,791 shares; 2026Q1: 5,513 shares 5,513 $698K 0.01% +2,722 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,446 shares; 2025Q1: 1,365 shares; 2025Q2: 2,199 shares; 2025Q3: 1,658 shares; 2025Q4: 1,007 shares; 2026Q1: 2,560 shares 2,560 $697K 0.01% +1,553 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: 2,185 shares; 2025Q2: 1,877 shares; 2025Q3: 2,118 shares; 2025Q4: 1,622 shares; 2026Q1: 2,181 shares 2,181 $696K 0.01% +559 Timeline LQDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,650 shares; 2025Q1: 6,950 shares; 2025Q2: 7,050 shares; 2025Q3: 7,400 shares; 2025Q4: 7,525 shares; 2026Q1: 8,055 shares 8,055 $695K 0.01% +530 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,652 shares; 2025Q2: not reported; 2025Q3: 12,729 shares; 2025Q4: 22,000 shares; 2026Q1: 27,438 shares 27,438 $695K 0.01% +5,438 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,078 shares; 2025Q1: 2,187 shares; 2025Q2: 2,304 shares; 2025Q3: 2,143 shares; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $691K 0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,207 shares; 2025Q1: 32,387 shares; 2025Q2: 18,307 shares; 2025Q3: 17,260 shares; 2025Q4: not reported; 2026Q1: 17,461 shares 17,461 $690K 0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL 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: 44,017 shares 44,017 $690K 0.01% new Timeline SCHQ 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: not reported; 2024Q4: not reported; 2025Q1: 10,129 shares; 2025Q2: 17,299 shares; 2025Q3: 18,070 shares; 2025Q4: not reported; 2026Q1: 21,914 shares 21,914 $689K 0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,197 shares 9,197 $687K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,692 shares; 2024Q4: 98,155 shares; 2025Q1: 75,587 shares; 2025Q2: 45,018 shares; 2025Q3: 46,714 shares; 2025Q4: 11,196 shares; 2026Q1: 16,811 shares 16,811 $686K 0.01% +5,615 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 3,060 shares; 2025Q1: 2,966 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: not reported; 2026Q1: 4,958 shares 4,958 $686K 0.01% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,214 shares; 2025Q4: not reported; 2026Q1: 27,276 shares 27,276 $686K 0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,207 shares; 2025Q3: 21,110 shares; 2025Q4: 22,425 shares; 2026Q1: 25,821 shares 25,821 $685K 0.01% +3,396 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,018 shares; 2025Q1: 1,537 shares; 2025Q2: 2,068 shares; 2025Q3: 1,721 shares; 2025Q4: not reported; 2026Q1: 2,353 shares 2,353 $684K 0.01% new Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 22,829 shares; 2025Q1: 22,896 shares; 2025Q2: 22,955 shares; 2025Q3: 159,853 shares; 2025Q4: 155,365 shares; 2026Q1: 143,810 shares 143,810 $683K 0.01% -11,555 Timeline ISCF 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: 12,110 shares; 2024Q4: 10,776 shares; 2025Q1: 10,612 shares; 2025Q2: 10,142 shares; 2025Q3: 16,569 shares; 2025Q4: 16,448 shares; 2026Q1: 16,327 shares 16,327 $682K 0.01% -121 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 3,325 shares; 2025Q1: 3,735 shares; 2025Q2: 4,552 shares; 2025Q3: 3,858 shares; 2025Q4: not reported; 2026Q1: 7,874 shares 7,874 $681K 0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,290 shares; 2025Q3: 15,075 shares; 2025Q4: 14,500 shares; 2026Q1: 16,130 shares 16,130 $681K 0.01% +1,630 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,995 shares; 2025Q4: 9,089 shares; 2026Q1: 10,265 shares 10,265 $679K 0.01% +1,176 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,006 shares; 2025Q1: 8,016 shares; 2025Q2: 10,460 shares; 2025Q3: 6,376 shares; 2025Q4: 1,717 shares; 2026Q1: 5,038 shares 5,038 $678K 0.01% +3,321 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 6,288 shares; 2025Q3: 11,801 shares; 2025Q4: not reported; 2026Q1: 8,617 shares 8,617 $678K 0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 10,889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,622 shares 52,622 $678K 0.01% new Timeline FLTR 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: 27,591 shares; 2024Q4: 27,591 shares; 2025Q1: 25,591 shares; 2025Q2: 25,591 shares; 2025Q3: 25,591 shares; 2025Q4: not reported; 2026Q1: 26,566 shares 26,566 $677K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 9,889 shares; 2025Q1: 71,353 shares; 2025Q2: 73,751 shares; 2025Q3: 9,640 shares; 2025Q4: 4,845 shares; 2026Q1: 8,530 shares 8,530 $676K 0.01% +3,685 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,029 shares; 2024Q4: 20,235 shares; 2025Q1: 21,329 shares; 2025Q2: 23,872 shares; 2025Q3: 24,585 shares; 2025Q4: 23,251 shares; 2026Q1: 25,926 shares 25,926 $675K 0.01% +2,675 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 564 shares; 2025Q1: 465 shares; 2025Q2: 598 shares; 2025Q3: 558 shares; 2025Q4: 421 shares; 2026Q1: 632 shares 632 $675K 0.01% +211 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 10,063 shares; 2025Q1: 4,205 shares; 2025Q2: not reported; 2025Q3: 3,937 shares; 2025Q4: 3,962 shares; 2026Q1: 10,435 shares 10,435 $674K 0.01% +6,473 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 2,418 shares; 2025Q4: 1,906 shares; 2026Q1: 6,230 shares 6,230 $673K 0.01% +4,324 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,708 shares; 2025Q3: 30,955 shares; 2025Q4: 19,394 shares; 2026Q1: 20,888 shares 20,888 $673K 0.01% +1,494 Timeline XJH 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: 4,790 shares; 2024Q4: 6,241 shares; 2025Q1: 8,966 shares; 2025Q2: 11,339 shares; 2025Q3: 13,506 shares; 2025Q4: 9,099 shares; 2026Q1: 14,728 shares 14,728 $668K 0.01% +5,629 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 7,805 shares; 2025Q1: 7,613 shares; 2025Q2: 8,599 shares; 2025Q3: 5,575 shares; 2025Q4: not reported; 2026Q1: 14,082 shares 14,082 $668K 0.01% new Timeline HYS 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: 13,477 shares; 2024Q4: 12,750 shares; 2025Q1: 12,998 shares; 2025Q2: 12,675 shares; 2025Q3: 12,562 shares; 2025Q4: not reported; 2026Q1: 7,145 shares 7,145 $666K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,601 shares; 2025Q1: 6,699 shares; 2025Q2: 6,689 shares; 2025Q3: 4,742 shares; 2025Q4: not reported; 2026Q1: 3,156 shares 3,156 $666K 0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,391 shares; 2025Q1: 68,733 shares; 2025Q2: 72,771 shares; 2025Q3: 75,663 shares; 2025Q4: not reported; 2026Q1: 28,838 shares 28,838 $666K 0.01% new Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 8,665 shares; 2025Q4: not reported; 2026Q1: 8,715 shares 8,715 $665K 0.01% new Timeline USIG 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: 20,357 shares; 2024Q4: 19,650 shares; 2025Q1: 19,575 shares; 2025Q2: 22,990 shares; 2025Q3: 18,134 shares; 2025Q4: 14,219 shares; 2026Q1: 12,979 shares 12,979 $665K 0.01% -1,240 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: not reported; 2025Q1: 9,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,404 shares 20,404 $664K 0.01% new Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,156 shares; 2024Q4: 37,053 shares; 2025Q1: 32,067 shares; 2025Q2: 32,132 shares; 2025Q3: 49,166 shares; 2025Q4: 25,108 shares; 2026Q1: 26,648 shares 26,648 $662K 0.01% +1,540 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,195 shares; 2025Q4: not reported; 2026Q1: 15,195 shares 15,195 $662K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 13,266 shares; 2025Q1: 27,432 shares; 2025Q2: 20,804 shares; 2025Q3: 48,168 shares; 2025Q4: not reported; 2026Q1: 38,629 shares 38,629 $661K 0.01% new Timeline FLSP 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: 11,885 shares; 2024Q4: 16,813 shares; 2025Q1: 17,247 shares; 2025Q2: 17,950 shares; 2025Q3: 13,170 shares; 2025Q4: not reported; 2026Q1: 24,260 shares 24,260 $660K 0.01% new Timeline CGCP 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: 9,130 shares; 2024Q4: 9,130 shares; 2025Q1: 14,920 shares; 2025Q2: 24,894 shares; 2025Q3: 22,388 shares; 2025Q4: 24,498 shares; 2026Q1: 29,526 shares 29,526 $660K 0.01% +5,028 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 4,833 shares; 2026Q1: 12,063 shares 12,063 $659K 0.01% +7,230 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 9,510 shares; 2025Q3: 10,788 shares; 2025Q4: 21,259 shares; 2026Q1: 35,141 shares 35,141 $656K 0.01% +13,882 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,299 shares; 2024Q4: 34,747 shares; 2025Q1: 34,752 shares; 2025Q2: 34,761 shares; 2025Q3: 34,770 shares; 2025Q4: not reported; 2026Q1: 55,039 shares 55,039 $655K 0.01% new Timeline FDMO 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: 6,919 shares; 2025Q2: 7,397 shares; 2025Q3: 6,942 shares; 2025Q4: not reported; 2026Q1: 8,161 shares 8,161 $654K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares; 2026Q1: 5,691 shares 5,691 $654K 0.01% +1,278 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 2,692 shares; 2025Q1: 3,175 shares; 2025Q2: 1,976 shares; 2025Q3: 1,544 shares; 2025Q4: 680 shares; 2026Q1: 1,930 shares 1,930 $653K 0.01% +1,250 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 3,479 shares; 2025Q2: 6,884 shares; 2025Q3: 5,784 shares; 2025Q4: not reported; 2026Q1: 7,691 shares 7,691 $653K 0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 14,318 shares; 2025Q4: 30,552 shares; 2026Q1: 45,165 shares 45,165 $652K 0.01% +14,613 Timeline KBE 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: 37,014 shares; 2024Q4: 35,323 shares; 2025Q1: 38,310 shares; 2025Q2: 11,078 shares; 2025Q3: 37,666 shares; 2025Q4: not reported; 2026Q1: 10,939 shares 10,939 $651K 0.01% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,572 shares; 2024Q4: 109,490 shares; 2025Q1: 106,676 shares; 2025Q2: 105,676 shares; 2025Q3: 105,480 shares; 2025Q4: 105,328 shares; 2026Q1: 14,115 shares 14,115 $651K 0.01% -91,213 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,873 shares; 2025Q1: 12,421 shares; 2025Q2: 12,244 shares; 2025Q3: 38,998 shares; 2025Q4: 23,021 shares; 2026Q1: 28,524 shares 28,524 $650K 0.01% +5,503 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 58,652 shares; 2025Q1: 26,421 shares; 2025Q2: 29,416 shares; 2025Q3: 40,384 shares; 2025Q4: 21,081 shares; 2026Q1: 45,227 shares 45,227 $650K 0.01% +24,146 Timeline BSCV 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: 17,127 shares; 2024Q4: 17,127 shares; 2025Q1: 23,017 shares; 2025Q2: 23,272 shares; 2025Q3: 23,520 shares; 2025Q4: 30,433 shares; 2026Q1: 39,460 shares 39,460 $650K 0.01% +9,027 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 3,792 shares; 2025Q1: 3,863 shares; 2025Q2: 2,858 shares; 2025Q3: 806 shares; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157 $649K 0.01% new Timeline IBDW 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: 26,762 shares; 2024Q4: 27,175 shares; 2025Q1: 28,640 shares; 2025Q2: 30,566 shares; 2025Q3: 31,750 shares; 2025Q4: 42,022 shares; 2026Q1: 30,952 shares 30,952 $648K 0.01% -11,070 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,482 shares; 2024Q4: 55,848 shares; 2025Q1: 45,642 shares; 2025Q2: 30,540 shares; 2025Q3: 13,918 shares; 2025Q4: not reported; 2026Q1: 76,561 shares 76,561 $647K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 21,468 shares 21,468 $647K 0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 13,478 shares 13,478 $647K 0.01% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,968 shares; 2024Q4: 35,883 shares; 2025Q1: 32,008 shares; 2025Q2: 31,619 shares; 2025Q3: 31,355 shares; 2025Q4: 28,337 shares; 2026Q1: 28,410 shares 28,410 $645K 0.01% +73 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 5,353 shares; 2026Q1: 14,434 shares 14,434 $644K 0.01% +9,081 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,148 shares; 2024Q4: 11,143 shares; 2025Q1: 11,140 shares; 2025Q2: 11,157 shares; 2025Q3: 11,092 shares; 2025Q4: not reported; 2026Q1: 11,052 shares 11,052 $640K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 12,660 shares; 2025Q1: 12,546 shares; 2025Q2: 10,834 shares; 2025Q3: 10,392 shares; 2025Q4: 11,546 shares; 2026Q1: 12,014 shares 12,014 $639K 0.01% +468 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,118 shares; 2025Q1: 2,221 shares; 2025Q2: 1,777 shares; 2025Q3: 3,276 shares; 2025Q4: 1,809 shares; 2026Q1: 3,615 shares 3,615 $639K 0.01% +1,806 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,131 shares 9,131 $638K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 12,403 shares; 2025Q1: 10,044 shares; 2025Q2: 9,227 shares; 2025Q3: 7,869 shares; 2025Q4: 11,183 shares; 2026Q1: 16,980 shares 16,980 $638K 0.01% +5,797 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,997 shares; 2026Q1: 69,505 shares 69,505 $635K 0.01% +57,508 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,704 shares; 2025Q1: 2,956 shares; 2025Q2: 3,746 shares; 2025Q3: 4,130 shares; 2025Q4: not reported; 2026Q1: 2,979 shares 2,979 $632K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO 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: 8,459 shares; 2025Q4: not reported; 2026Q1: 8,155 shares 8,155 $631K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: not reported; 2025Q1: 2,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 6,999 shares 6,999 $631K 0.01% +2,949 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,824 shares; 2025Q1: 5,948 shares; 2025Q2: 10,930 shares; 2025Q3: 8,051 shares; 2025Q4: not reported; 2026Q1: 10,952 shares 10,952 $631K 0.01% new Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 11,257 shares; 2025Q1: 9,007 shares; 2025Q2: not reported; 2025Q3: 24,480 shares; 2025Q4: 24,463 shares; 2026Q1: 27,343 shares 27,343 $630K 0.01% +2,880 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 19,956 shares; 2025Q4: 19,989 shares; 2026Q1: 19,564 shares 19,564 $630K 0.01% -425 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 5,599 shares; 2025Q3: 4,708 shares; 2025Q4: 2,160 shares; 2026Q1: 4,936 shares 4,936 $628K 0.01% +2,776 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 657 shares; 2025Q1: 916 shares; 2025Q2: 648 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares 541 $627K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 21,547 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,105 shares 29,105 $621K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 49,469 shares; 2025Q1: 45,448 shares; 2025Q2: 46,783 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,104 shares 10,104 $620K <0.01% new Timeline RKNG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,709 shares 33,709 $617K <0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,852 shares; 2025Q1: not reported; 2025Q2: 12,559 shares; 2025Q3: 11,796 shares; 2025Q4: not reported; 2026Q1: 11,239 shares 11,239 $617K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,801 shares; 2025Q1: not reported; 2025Q2: 6,896 shares; 2025Q3: 6,262 shares; 2025Q4: 4,762 shares; 2026Q1: 8,878 shares 8,878 $616K <0.01% +4,116 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,130 shares; 2025Q1: 4,175 shares; 2025Q2: 2,874 shares; 2025Q3: 5,699 shares; 2025Q4: not reported; 2026Q1: 6,768 shares 6,768 $616K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,022 shares; 2024Q4: 35,178 shares; 2025Q1: 35,378 shares; 2025Q2: 26,907 shares; 2025Q3: 15,177 shares; 2025Q4: 13,596 shares; 2026Q1: 35,706 shares 35,706 $616K <0.01% +22,110 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,040 shares; 2024Q4: 18,261 shares; 2025Q1: 23,133 shares; 2025Q2: 21,291 shares; 2025Q3: not reported; 2025Q4: 13,549 shares; 2026Q1: 32,896 shares 32,896 $615K <0.01% +19,347 Timeline TREX TREX INC More: the full row for TREX 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: 7,506 shares; 2026Q1: 16,847 shares 16,847 $614K <0.01% +9,341 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 8,098 shares 8,098 $613K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 2,250 shares; 2025Q1: 2,427 shares; 2025Q2: 1,190 shares; 2025Q3: 1,597 shares; 2025Q4: not reported; 2026Q1: 2,296 shares 2,296 $612K <0.01% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 16,494 shares; 2026Q1: 21,936 shares 21,936 $612K <0.01% +5,442 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 9,831 shares; 2025Q1: 44,871 shares; 2025Q2: 25,502 shares; 2025Q3: 20,724 shares; 2025Q4: 13,405 shares; 2026Q1: 16,615 shares 16,615 $612K <0.01% +3,210 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 4,847 shares; 2025Q1: 4,086 shares; 2025Q2: 6,733 shares; 2025Q3: 7,192 shares; 2025Q4: 3,100 shares; 2026Q1: 3,981 shares 3,981 $612K <0.01% +881 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,081 shares; 2025Q3: 5,148 shares; 2025Q4: 5,656 shares; 2026Q1: 5,094 shares 5,094 $611K <0.01% -562 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 4,678 shares; 2026Q1: 5,044 shares 5,044 $610K <0.01% +366 Timeline SCHH 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: 17,264 shares; 2024Q4: 19,545 shares; 2025Q1: 22,767 shares; 2025Q2: 26,518 shares; 2025Q3: 25,924 shares; 2025Q4: 9,796 shares; 2026Q1: 28,291 shares 28,291 $608K <0.01% +18,495 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 6,291 shares; 2025Q1: 6,127 shares; 2025Q2: 5,932 shares; 2025Q3: 7,493 shares; 2025Q4: 4,931 shares; 2026Q1: 8,104 shares 8,104 $605K <0.01% +3,173 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,969 shares; 2025Q2: not reported; 2025Q3: 11,199 shares; 2025Q4: 4,628 shares; 2026Q1: 12,481 shares 12,481 $602K <0.01% +7,853 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,966 shares; 2025Q3: 32,098 shares; 2025Q4: 35,836 shares; 2026Q1: 40,176 shares 40,176 $602K <0.01% +4,340 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 4,684 shares; 2025Q4: not reported; 2026Q1: 6,511 shares 6,511 $601K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,036 shares; 2025Q3: 5,399 shares; 2025Q4: 3,970 shares; 2026Q1: 7,248 shares 7,248 $601K <0.01% +3,278 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 3,478 shares; 2025Q1: 3,337 shares; 2025Q2: 3,743 shares; 2025Q3: 2,382 shares; 2025Q4: not reported; 2026Q1: 7,071 shares 7,071 $600K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,347 shares; 2026Q1: 2,922 shares 2,922 $596K <0.01% +1,575 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,450 shares; 2025Q1: 3,663 shares; 2025Q2: 3,810 shares; 2025Q3: 4,266 shares; 2025Q4: 4,645 shares; 2026Q1: 7,986 shares 7,986 $595K <0.01% +3,341 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW 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: 4,566 shares; 2025Q3: 5,640 shares; 2025Q4: not reported; 2026Q1: 4,148 shares 4,148 $595K <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 16,440 shares; 2026Q1: 22,842 shares 22,842 $594K <0.01% +6,402 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: not reported; 2026Q1: 5,544 shares 5,544 $592K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 2,953 shares; 2026Q1: 5,688 shares 5,688 $590K <0.01% +2,735 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO 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: 6,886 shares 6,886 $590K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,164 shares; 2025Q1: 3,099 shares; 2025Q2: 2,872 shares; 2025Q3: 3,499 shares; 2025Q4: 2,751 shares; 2026Q1: 4,925 shares 4,925 $589K <0.01% +2,174 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 2,560 shares; 2025Q1: 1,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,564 shares 5,564 $588K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares 2,083 $586K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,226 shares; 2025Q1: 2,649 shares; 2025Q2: 2,802 shares; 2025Q3: 2,935 shares; 2025Q4: 1,639 shares; 2026Q1: 4,266 shares 4,266 $585K <0.01% +2,627 Timeline TDV 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: 7,157 shares; 2024Q4: 6,367 shares; 2025Q1: 5,699 shares; 2025Q2: 5,789 shares; 2025Q3: 5,804 shares; 2025Q4: not reported; 2026Q1: 6,908 shares 6,908 $585K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,292 shares; 2024Q4: 16,344 shares; 2025Q1: 14,709 shares; 2025Q2: 12,019 shares; 2025Q3: 11,340 shares; 2025Q4: not reported; 2026Q1: 12,134 shares 12,134 $585K <0.01% new Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,726 shares; 2024Q4: 57,838 shares; 2025Q1: 58,338 shares; 2025Q2: 58,083 shares; 2025Q3: 55,391 shares; 2025Q4: 55,391 shares; 2026Q1: 55,191 shares 55,191 $584K <0.01% -200 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 10,522 shares; 2025Q1: 9,807 shares; 2025Q2: 11,398 shares; 2025Q3: 11,256 shares; 2025Q4: not reported; 2026Q1: 8,938 shares 8,938 $583K <0.01% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS 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: 70,535 shares 70,535 $582K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,969 shares 15,969 $582K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 1,568 shares; 2025Q1: 2,082 shares; 2025Q2: 2,965 shares; 2025Q3: 3,280 shares; 2025Q4: not reported; 2026Q1: 5,146 shares 5,146 $580K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,949 shares; 2025Q1: 1,440 shares; 2025Q2: 3,684 shares; 2025Q3: 2,359 shares; 2025Q4: 1,629 shares; 2026Q1: 2,836 shares 2,836 $578K <0.01% +1,207 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,398 shares; 2024Q4: 35,871 shares; 2025Q1: 35,350 shares; 2025Q2: 46,046 shares; 2025Q3: 34,296 shares; 2025Q4: 35,691 shares; 2026Q1: 38,714 shares 38,714 $577K <0.01% +3,023 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 6,212 shares; 2025Q1: 4,096 shares; 2025Q2: 3,498 shares; 2025Q3: 3,144 shares; 2025Q4: not reported; 2026Q1: 3,038 shares 3,038 $576K <0.01% new Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,696 shares; 2025Q3: 8,415 shares; 2025Q4: 9,181 shares; 2026Q1: 9,897 shares 9,897 $574K <0.01% +716 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,993 shares; 2025Q1: 1,949 shares; 2025Q2: 1,967 shares; 2025Q3: 1,735 shares; 2025Q4: 3,035 shares; 2026Q1: 2,641 shares 2,641 $573K <0.01% -394 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,236 shares; 2025Q1: 5,529 shares; 2025Q2: 7,052 shares; 2025Q3: not reported; 2025Q4: 5,346 shares; 2026Q1: 13,271 shares 13,271 $573K <0.01% +7,925 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 6,629 shares; 2025Q1: 5,116 shares; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: not reported; 2026Q1: 5,682 shares 5,682 $572K <0.01% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,927 shares; 2025Q3: 10,358 shares; 2025Q4: not reported; 2026Q1: 9,634 shares 9,634 $572K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,329 shares; 2025Q2: 4,391 shares; 2025Q3: 3,263 shares; 2025Q4: 7,473 shares; 2026Q1: 9,099 shares 9,099 $571K <0.01% +1,626 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,693 shares; 2025Q1: 2,920 shares; 2025Q2: 4,527 shares; 2025Q3: 5,633 shares; 2025Q4: 2,362 shares; 2026Q1: 3,332 shares 3,332 $570K <0.01% +970 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,327 shares; 2025Q4: 19,929 shares; 2026Q1: 14,287 shares 14,287 $570K <0.01% -5,642 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,848 shares; 2025Q1: 10,194 shares; 2025Q2: 17,060 shares; 2025Q3: 20,035 shares; 2025Q4: 19,638 shares; 2026Q1: 18,186 shares 18,186 $568K <0.01% -1,452 Timeline AIP ARTERIS INC More: the full row for ARTERIS 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: 23,145 shares; 2025Q3: 31,978 shares; 2025Q4: not reported; 2026Q1: 34,478 shares 34,478 $567K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,735 shares; 2025Q1: 2,102 shares; 2025Q2: 2,256 shares; 2025Q3: 1,575 shares; 2025Q4: 1,131 shares; 2026Q1: 3,577 shares 3,577 $565K <0.01% +2,446 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,812 shares; 2025Q1: 1,895 shares; 2025Q2: 1,304 shares; 2025Q3: 1,206 shares; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $563K <0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 568 shares; 2025Q2: 569 shares; 2025Q3: 609 shares; 2025Q4: not reported; 2026Q1: 771 shares 771 $563K <0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 2,520 shares; 2025Q2: 3,300 shares; 2025Q3: 4,765 shares; 2025Q4: not reported; 2026Q1: 9,866 shares 9,866 $563K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,371 shares; 2025Q1: 16,143 shares; 2025Q2: 19,493 shares; 2025Q3: 19,570 shares; 2025Q4: 30,075 shares; 2026Q1: 51,001 shares 51,001 $561K <0.01% +20,926 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 4,798 shares; 2025Q3: 8,716 shares; 2025Q4: 8,569 shares; 2026Q1: 13,348 shares 13,348 $561K <0.01% +4,779 Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW 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: 177,250 shares; 2025Q3: 216,465 shares; 2025Q4: not reported; 2026Q1: 218,380 shares 218,380 $559K <0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 9,911 shares; 2025Q1: 14,842 shares; 2025Q2: 16,872 shares; 2025Q3: 25,336 shares; 2025Q4: 19,527 shares; 2026Q1: 22,203 shares 22,203 $557K <0.01% +2,676 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP 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: 4,102 shares; 2025Q3: 4,216 shares; 2025Q4: 4,642 shares; 2026Q1: 5,556 shares 5,556 $554K <0.01% +914 Timeline CWB 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: 13,530 shares; 2024Q4: 14,299 shares; 2025Q1: 12,353 shares; 2025Q2: 8,746 shares; 2025Q3: 7,234 shares; 2025Q4: 4,998 shares; 2026Q1: 6,044 shares 6,044 $553K <0.01% +1,046 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 3,369 shares; 2025Q1: 2,928 shares; 2025Q2: 1,482 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,964 shares 4,964 $553K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 745 shares; 2025Q1: 794 shares; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 611 shares; 2026Q1: 939 shares 939 $552K <0.01% +328 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 7,603 shares; 2025Q1: 7,208 shares; 2025Q2: 6,993 shares; 2025Q3: 6,816 shares; 2025Q4: 3,392 shares; 2026Q1: 8,455 shares 8,455 $552K <0.01% +5,063 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 3,364 shares; 2025Q1: 2,837 shares; 2025Q2: 5,560 shares; 2025Q3: 3,392 shares; 2025Q4: 1,632 shares; 2026Q1: 2,652 shares 2,652 $552K <0.01% +1,020 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 1,832 shares; 2025Q1: 1,221 shares; 2025Q2: 592 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares 1,513 $550K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,108 shares; 2025Q1: 5,471 shares; 2025Q2: 4,705 shares; 2025Q3: 4,833 shares; 2025Q4: 4,591 shares; 2026Q1: 5,188 shares 5,188 $548K <0.01% +597 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 17,976 shares; 2026Q1: 17,391 shares 17,391 $548K <0.01% -585 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,368 shares; 2025Q1: 9,374 shares; 2025Q2: 9,388 shares; 2025Q3: 9,393 shares; 2025Q4: 9,174 shares; 2026Q1: 9,310 shares 9,310 $547K <0.01% +136 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,077 shares 3,077 $547K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 5,039 shares; 2025Q3: 5,358 shares; 2025Q4: 4,613 shares; 2026Q1: 14,802 shares 14,802 $545K <0.01% +10,189 Timeline DOL 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: 11,981 shares; 2025Q3: 8,000 shares; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $544K <0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 7,865 shares; 2025Q1: 7,953 shares; 2025Q2: 8,621 shares; 2025Q3: 7,975 shares; 2025Q4: not reported; 2026Q1: 8,038 shares 8,038 $543K <0.01% new Timeline EVTR 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: 21,517 shares; 2024Q4: 21,644 shares; 2025Q1: 21,705 shares; 2025Q2: 10,185 shares; 2025Q3: 10,185 shares; 2025Q4: 10,253 shares; 2026Q1: 10,698 shares 10,698 $543K <0.01% +445 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 6,594 shares; 2025Q1: 5,409 shares; 2025Q2: not reported; 2025Q3: 7,220 shares; 2025Q4: not reported; 2026Q1: 13,471 shares 13,471 $542K <0.01% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,620 shares; 2025Q4: not reported; 2026Q1: 4,676 shares 4,676 $542K <0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,860 shares; 2025Q1: 6,848 shares; 2025Q2: 6,860 shares; 2025Q3: 6,864 shares; 2025Q4: 6,462 shares; 2026Q1: 6,471 shares 6,471 $540K <0.01% +9 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,425 shares; 2025Q2: 4,042 shares; 2025Q3: 4,335 shares; 2025Q4: not reported; 2026Q1: 5,095 shares 5,095 $540K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,534 shares; 2025Q4: not reported; 2026Q1: 3,606 shares 3,606 $539K <0.01% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 4,581 shares; 2025Q4: not reported; 2026Q1: 5,436 shares 5,436 $539K <0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,906 shares; 2025Q1: 20,043 shares; 2025Q2: 21,911 shares; 2025Q3: 27,899 shares; 2025Q4: 20,495 shares; 2026Q1: 17,946 shares 17,946 $538K <0.01% -2,549 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,096 shares 9,096 $538K <0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,367 shares; 2025Q1: 4,799 shares; 2025Q2: 5,682 shares; 2025Q3: 9,455 shares; 2025Q4: 4,497 shares; 2026Q1: 9,432 shares 9,432 $538K <0.01% +4,935 Timeline LGH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,425 shares 9,425 $537K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,091 shares; 2025Q1: 2,811 shares; 2025Q2: 1,403 shares; 2025Q3: 1,595 shares; 2025Q4: not reported; 2026Q1: 2,020 shares 2,020 $537K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,056 shares; 2025Q1: 11,889 shares; 2025Q2: 9,961 shares; 2025Q3: 7,059 shares; 2025Q4: 3,454 shares; 2026Q1: 7,131 shares 7,131 $537K <0.01% +3,677 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,572 shares; 2025Q4: 10,028 shares; 2026Q1: 11,434 shares 11,434 $536K <0.01% +1,406 Timeline