MINT 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: 47,693 shares; 2024Q4: 49,696 shares; 2025Q1: 40,357 shares; 2025Q2: 56,222 shares; 2025Q3: 118,524 shares; 2025Q4: 135,011 shares; 2026Q1: 125,017 shares 125,017 $12.6M 0.03% -9,994 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,931 shares; 2024Q4: 155,984 shares; 2025Q1: 205,846 shares; 2025Q2: 186,648 shares; 2025Q3: 177,007 shares; 2025Q4: 183,959 shares; 2026Q1: 190,222 shares 190,222 $12.5M 0.03% +6,263 Timeline SHY 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: 100,109 shares; 2024Q4: 131,395 shares; 2025Q1: 149,460 shares; 2025Q2: 142,485 shares; 2025Q3: 125,197 shares; 2025Q4: 101,737 shares; 2026Q1: 150,877 shares 150,877 $12.5M 0.03% +49,140 Timeline ANGL 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: 117,143 shares; 2024Q4: 106,808 shares; 2025Q1: 107,886 shares; 2025Q2: 24,187 shares; 2025Q3: 23,891 shares; 2025Q4: 25,000 shares; 2026Q1: 433,373 shares 433,373 $12.4M 0.03% +408,373 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,730 shares; 2024Q4: 695,703 shares; 2025Q1: 615,961 shares; 2025Q2: 299,515 shares; 2025Q3: 300,006 shares; 2025Q4: 282,208 shares; 2026Q1: 268,896 shares 268,896 $12.4M 0.03% -13,312 Timeline FJAN 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: 231,751 shares; 2024Q4: 224,729 shares; 2025Q1: 237,466 shares; 2025Q2: 243,647 shares; 2025Q3: 247,365 shares; 2025Q4: 245,226 shares; 2026Q1: 246,206 shares 246,206 $12.4M 0.03% +980 Timeline UCON 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: 409,345 shares; 2024Q4: 327,625 shares; 2025Q1: 281,601 shares; 2025Q2: 395,267 shares; 2025Q3: 550,416 shares; 2025Q4: 657,713 shares; 2026Q1: 500,134 shares 500,134 $12.4M 0.03% -157,579 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,220 shares; 2025Q4: 338,763 shares; 2026Q1: 382,043 shares 382,043 $12.4M 0.03% +43,280 Timeline FXL 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: 111,606 shares; 2024Q4: 109,805 shares; 2025Q1: 92,038 shares; 2025Q2: 87,280 shares; 2025Q3: 82,780 shares; 2025Q4: 80,642 shares; 2026Q1: 77,905 shares 77,905 $12.4M 0.03% -2,737 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,453 shares; 2025Q1: 117,335 shares; 2025Q2: 74,966 shares; 2025Q3: 80,257 shares; 2025Q4: 351,785 shares; 2026Q1: 438,249 shares 438,249 $12.3M 0.03% +86,464 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: 12,673 shares; 2024Q4: 13,940 shares; 2025Q1: 8,442 shares; 2025Q2: 124,661 shares; 2025Q3: 119,579 shares; 2025Q4: 112,684 shares; 2026Q1: 118,939 shares 118,939 $12.2M 0.03% +6,255 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: 610,198 shares; 2024Q4: 656,747 shares; 2025Q1: 624,054 shares; 2025Q2: 636,755 shares; 2025Q3: 1,320,426 shares; 2025Q4: 1,343,304 shares; 2026Q1: 1,400,409 shares 1,400,409 $12.1M 0.03% +57,105 Timeline SMLF 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: 151,512 shares; 2025Q3: 148,670 shares; 2025Q4: 165,369 shares; 2026Q1: 160,575 shares 160,575 $12.1M 0.03% -4,794 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,897 shares; 2024Q4: 208,738 shares; 2025Q1: 226,516 shares; 2025Q2: 243,947 shares; 2025Q3: 262,416 shares; 2025Q4: 270,704 shares; 2026Q1: 280,834 shares 280,834 $12.1M 0.03% +10,130 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,997 shares; 2024Q4: 18,482 shares; 2025Q1: 18,235 shares; 2025Q2: 16,060 shares; 2025Q3: 14,782 shares; 2025Q4: 62,984 shares; 2026Q1: 71,141 shares 71,141 $12.1M 0.03% +8,157 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,053 shares; 2024Q4: 439,830 shares; 2025Q1: 502,022 shares; 2025Q2: 693,008 shares; 2025Q3: 768,215 shares; 2025Q4: 782,755 shares; 2026Q1: 728,481 shares 728,481 $12.1M 0.03% -54,274 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,175 shares; 2025Q2: 415,505 shares; 2025Q3: 401,195 shares; 2025Q4: 368,396 shares; 2026Q1: 266,266 shares 266,266 $12.1M 0.03% -102,130 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: 80,436 shares; 2024Q4: not reported; 2025Q1: 76,508 shares; 2025Q2: 76,182 shares; 2025Q3: 76,893 shares; 2025Q4: 77,697 shares; 2026Q1: 74,617 shares 74,617 $12.1M 0.03% -3,080 Timeline PAPR 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: 242,162 shares; 2025Q1: 260,087 shares; 2025Q2: 285,379 shares; 2025Q3: 295,516 shares; 2025Q4: 297,127 shares; 2026Q1: 303,265 shares 303,265 $12.1M 0.03% +6,138 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: 171,736 shares; 2024Q4: 185,590 shares; 2025Q1: 180,795 shares; 2025Q2: 131,088 shares; 2025Q3: 129,695 shares; 2025Q4: 143,984 shares; 2026Q1: 142,204 shares 142,204 $12M 0.03% -1,780 Timeline RPG 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: 268,558 shares; 2024Q4: not reported; 2025Q1: 263,838 shares; 2025Q2: 264,503 shares; 2025Q3: 262,151 shares; 2025Q4: 260,788 shares; 2026Q1: 257,306 shares 257,306 $12M 0.03% -3,482 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: 87,967 shares; 2024Q4: 96,692 shares; 2025Q1: 98,108 shares; 2025Q2: 97,315 shares; 2025Q3: 95,417 shares; 2025Q4: 123,342 shares; 2026Q1: 120,266 shares 120,266 $12M 0.03% -3,076 Timeline VBR 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: 75,635 shares; 2024Q4: 86,584 shares; 2025Q1: 79,001 shares; 2025Q2: 58,019 shares; 2025Q3: 53,603 shares; 2025Q4: 51,747 shares; 2026Q1: 54,998 shares 54,998 $11.9M 0.03% +3,251 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: 107,344 shares; 2024Q4: 103,298 shares; 2025Q1: 77,561 shares; 2025Q2: 21,507 shares; 2025Q3: 18,963 shares; 2025Q4: 62,223 shares; 2026Q1: 62,729 shares 62,729 $11.9M 0.03% +506 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: 327,867 shares; 2024Q4: 353,581 shares; 2025Q1: 366,024 shares; 2025Q2: 385,325 shares; 2025Q3: 416,868 shares; 2025Q4: 451,164 shares; 2026Q1: 541,787 shares 541,787 $11.9M 0.03% +90,623 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491,815 shares; 2024Q4: 535,260 shares; 2025Q1: 599,512 shares; 2025Q2: 610,923 shares; 2025Q3: 566,533 shares; 2025Q4: 519,237 shares; 2026Q1: 500,897 shares 500,897 $11.8M 0.03% -18,340 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,950 shares; 2024Q4: 29,068 shares; 2025Q1: 29,825 shares; 2025Q2: 171,005 shares; 2025Q3: 166,075 shares; 2025Q4: 176,326 shares; 2026Q1: 188,285 shares 188,285 $11.8M 0.03% +11,959 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,711 shares; 2024Q4: 266,143 shares; 2025Q1: 288,508 shares; 2025Q2: 289,477 shares; 2025Q3: 295,108 shares; 2025Q4: 303,947 shares; 2026Q1: 306,516 shares 306,516 $11.6M 0.03% +2,569 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: 104,846 shares; 2024Q4: 140,795 shares; 2025Q1: 185,207 shares; 2025Q2: 214,653 shares; 2025Q3: 214,074 shares; 2025Q4: 200,736 shares; 2026Q1: 229,196 shares 229,196 $11.6M 0.03% +28,460 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,208 shares; 2025Q2: 42,970 shares; 2025Q3: 99,469 shares; 2025Q4: 126,026 shares; 2026Q1: 211,304 shares 211,304 $11.6M 0.03% +85,278 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: 48,502 shares; 2024Q4: 48,378 shares; 2025Q1: 48,413 shares; 2025Q2: 88,291 shares; 2025Q3: 89,128 shares; 2025Q4: 87,697 shares; 2026Q1: 48,927 shares 48,927 $11.6M 0.03% -38,770 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: 451,783 shares; 2024Q4: 442,197 shares; 2025Q1: 327,603 shares; 2025Q2: 329,652 shares; 2025Q3: 341,837 shares; 2025Q4: 361,507 shares; 2026Q1: 371,558 shares 371,558 $11.5M 0.03% +10,051 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: 154,009 shares; 2024Q4: 160,632 shares; 2025Q1: 168,094 shares; 2025Q2: 163,751 shares; 2025Q3: 163,193 shares; 2025Q4: 167,532 shares; 2026Q1: 231,627 shares 231,627 $11.5M 0.03% +64,095 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,834 shares; 2024Q4: 37,190 shares; 2025Q1: 38,806 shares; 2025Q2: 38,369 shares; 2025Q3: 39,695 shares; 2025Q4: 31,140 shares; 2026Q1: 36,731 shares 36,731 $11.5M 0.03% +5,591 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,347 shares; 2024Q4: 93,409 shares; 2025Q1: 112,508 shares; 2025Q2: 114,563 shares; 2025Q3: 116,981 shares; 2025Q4: 103,536 shares; 2026Q1: 63,424 shares 63,424 $11.4M 0.03% -40,112 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: 85,507 shares; 2024Q4: 75,487 shares; 2025Q1: 73,594 shares; 2025Q2: 56,743 shares; 2025Q3: 54,603 shares; 2025Q4: 51,288 shares; 2026Q1: 50,716 shares 50,716 $11.4M 0.03% -572 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,698 shares; 2024Q4: 76,979 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,220 shares; 2025Q4: 94,402 shares; 2026Q1: 98,228 shares 98,228 $11.3M 0.03% +3,826 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,233 shares; 2024Q4: 92,372 shares; 2025Q1: 87,644 shares; 2025Q2: 1,183 shares; 2025Q3: 1,048 shares; 2025Q4: 47,842 shares; 2026Q1: 45,553 shares 45,553 $11.2M 0.03% -2,289 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: 176,981 shares; 2024Q4: 189,185 shares; 2025Q1: 208,068 shares; 2025Q2: 223,936 shares; 2025Q3: 223,915 shares; 2025Q4: 228,188 shares; 2026Q1: 243,584 shares 243,584 $11.2M 0.03% +15,396 Timeline FLQM 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: 46,307 shares; 2024Q4: 118,064 shares; 2025Q1: 141,195 shares; 2025Q2: 159,024 shares; 2025Q3: 142,502 shares; 2025Q4: 176,292 shares; 2026Q1: 204,337 shares 204,337 $11.2M 0.03% +28,045 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,286 shares; 2024Q4: 70,983 shares; 2025Q1: 81,027 shares; 2025Q2: 78,219 shares; 2025Q3: 80,319 shares; 2025Q4: 85,866 shares; 2026Q1: 96,747 shares 96,747 $11.2M 0.03% +10,881 Timeline VDC 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: 72,251 shares; 2024Q4: 54,741 shares; 2025Q1: 56,437 shares; 2025Q2: 45,874 shares; 2025Q3: 46,879 shares; 2025Q4: 50,939 shares; 2026Q1: 49,737 shares 49,737 $11.2M 0.03% -1,202 Timeline SKT TANGER INC More: the full row for TANGER 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: 301,739 shares; 2025Q3: 301,884 shares; 2025Q4: 331,583 shares; 2026Q1: 327,882 shares 327,882 $11.1M 0.03% -3,701 Timeline QYLD 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: 556,900 shares; 2024Q4: 547,524 shares; 2025Q1: 552,147 shares; 2025Q2: 621,778 shares; 2025Q3: 596,802 shares; 2025Q4: 632,074 shares; 2026Q1: 649,159 shares 649,159 $11.1M 0.03% +17,085 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 5,419 shares; 2025Q1: 5,889 shares; 2025Q2: 5,949 shares; 2025Q3: 5,751 shares; 2025Q4: 20,775 shares; 2026Q1: 150,190 shares 150,190 $11.1M 0.03% +129,415 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,724 shares; 2024Q4: 130,288 shares; 2025Q1: 139,868 shares; 2025Q2: 163,152 shares; 2025Q3: 178,039 shares; 2025Q4: 234,708 shares; 2026Q1: 243,434 shares 243,434 $11.1M 0.03% +8,726 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,432 shares; 2024Q4: 397,623 shares; 2025Q1: 363,313 shares; 2025Q2: 226,221 shares; 2025Q3: 234,671 shares; 2025Q4: 292,564 shares; 2026Q1: 333,624 shares 333,624 $11.1M 0.03% +41,060 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410,782 shares; 2025Q1: 460,217 shares; 2025Q2: 440,255 shares; 2025Q3: 438,130 shares; 2025Q4: 405,221 shares; 2026Q1: 436,333 shares 436,333 $11M 0.03% +31,112 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: 18,371 shares; 2024Q4: 17,817 shares; 2025Q1: 17,568 shares; 2025Q2: 19,161 shares; 2025Q3: 19,065 shares; 2025Q4: 18,891 shares; 2026Q1: 18,132 shares 18,132 $11M 0.03% -759 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,546 shares; 2024Q4: 127,504 shares; 2025Q1: 124,752 shares; 2025Q2: 110,041 shares; 2025Q3: 144,886 shares; 2025Q4: 167,553 shares; 2026Q1: 218,760 shares 218,760 $11M 0.03% +51,207 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,784 shares; 2025Q1: 1,735 shares; 2025Q2: 2,098 shares; 2025Q3: 2,171 shares; 2025Q4: 60,203 shares; 2026Q1: 66,525 shares 66,525 $11M 0.03% +6,322 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,678 shares; 2024Q4: 87,163 shares; 2025Q1: 86,770 shares; 2025Q2: 83,305 shares; 2025Q3: 84,617 shares; 2025Q4: 75,072 shares; 2026Q1: 75,505 shares 75,505 $10.9M 0.03% +433 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: 760,213 shares; 2024Q4: 726,280 shares; 2025Q1: 588,595 shares; 2025Q2: 507,039 shares; 2025Q3: 505,776 shares; 2025Q4: 496,301 shares; 2026Q1: 648,957 shares 648,957 $10.8M 0.03% +152,656 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: 262,206 shares; 2024Q4: 257,630 shares; 2025Q1: 240,263 shares; 2025Q2: 236,916 shares; 2025Q3: 209,765 shares; 2025Q4: 208,763 shares; 2026Q1: 257,086 shares 257,086 $10.7M 0.03% +48,323 Timeline VTEL 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: 108,365 shares; 2025Q4: 110,183 shares; 2026Q1: 104,762 shares 104,762 $10.7M 0.03% -5,421 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,143 shares; 2024Q4: 58,221 shares; 2025Q1: 52,064 shares; 2025Q2: 40,585 shares; 2025Q3: 37,262 shares; 2025Q4: 34,199 shares; 2026Q1: 35,397 shares 35,397 $10.7M 0.03% +1,198 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,166 shares; 2024Q4: 212,807 shares; 2025Q1: 221,222 shares; 2025Q2: 225,860 shares; 2025Q3: 234,723 shares; 2025Q4: 242,595 shares; 2026Q1: 240,459 shares 240,459 $10.7M 0.03% -2,136 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750,897 shares; 2024Q4: 850,563 shares; 2025Q1: 889,394 shares; 2025Q2: 901,775 shares; 2025Q3: 1,039,739 shares; 2025Q4: 1,026,679 shares; 2026Q1: 1,063,693 shares 1,063,693 $10.6M 0.03% +37,014 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459,845 shares; 2026Q1: 498,453 shares 498,453 $10.6M 0.03% +38,608 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: 62,580 shares; 2024Q4: 60,477 shares; 2025Q1: 27,431 shares; 2025Q2: 28,304 shares; 2025Q3: 27,662 shares; 2025Q4: 21,327 shares; 2026Q1: 62,152 shares 62,152 $10.6M 0.03% +40,825 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,512 shares; 2024Q4: 151,313 shares; 2025Q1: 184,957 shares; 2025Q2: 251,563 shares; 2025Q3: 185,661 shares; 2025Q4: 205,403 shares; 2026Q1: 299,412 shares 299,412 $10.6M 0.03% +94,009 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,449 shares; 2024Q4: 20,155 shares; 2025Q1: 21,283 shares; 2025Q2: 19,203 shares; 2025Q3: 23,151 shares; 2025Q4: 25,454 shares; 2026Q1: 26,877 shares 26,877 $10.6M 0.03% +1,423 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,752 shares; 2024Q4: 391,257 shares; 2025Q1: 386,763 shares; 2025Q2: 300,116 shares; 2025Q3: 312,206 shares; 2025Q4: 295,501 shares; 2026Q1: 298,901 shares 298,901 $10.6M 0.03% +3,400 Timeline IUSV 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: 60,359 shares; 2024Q4: 69,220 shares; 2025Q1: 65,392 shares; 2025Q2: 59,823 shares; 2025Q3: 63,607 shares; 2025Q4: 67,004 shares; 2026Q1: 103,513 shares 103,513 $10.6M 0.03% +36,509 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 35,362 shares; 2025Q1: 36,736 shares; 2025Q2: 25,883 shares; 2025Q3: 27,299 shares; 2025Q4: 28,138 shares; 2026Q1: 30,858 shares 30,858 $10.5M 0.03% +2,720 Timeline FMF 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: 12,938 shares; 2024Q4: 19,519 shares; 2025Q1: 24,309 shares; 2025Q2: 118,949 shares; 2025Q3: 140,370 shares; 2025Q4: 172,376 shares; 2026Q1: 208,142 shares 208,142 $10.5M 0.03% +35,766 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 10,834 shares; 2025Q1: 11,230 shares; 2025Q2: 11,478 shares; 2025Q3: 11,556 shares; 2025Q4: 11,456 shares; 2026Q1: 32,439 shares 32,439 $10.5M 0.03% +20,983 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,939 shares; 2024Q4: 352,996 shares; 2025Q1: 336,646 shares; 2025Q2: 340,462 shares; 2025Q3: 330,984 shares; 2025Q4: 318,389 shares; 2026Q1: 305,361 shares 305,361 $10.4M 0.03% -13,028 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: 3,507 shares; 2024Q4: not reported; 2025Q1: 2,654 shares; 2025Q2: 135,511 shares; 2025Q3: 139,287 shares; 2025Q4: 148,911 shares; 2026Q1: 132,908 shares 132,908 $10.4M 0.03% -16,003 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,271 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291,428 shares; 2026Q1: 294,060 shares 294,060 $10.4M 0.03% +2,632 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 8,294 shares; 2025Q1: 4,582 shares; 2025Q2: 6,432 shares; 2025Q3: 5,960 shares; 2025Q4: 6,711 shares; 2026Q1: 7,533 shares 7,533 $10.4M 0.03% +822 Timeline XMHQ 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: 106,811 shares; 2024Q4: 115,745 shares; 2025Q1: 107,579 shares; 2025Q2: 107,376 shares; 2025Q3: 98,376 shares; 2025Q4: 99,583 shares; 2026Q1: 100,450 shares 100,450 $10.4M 0.03% +867 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: 27,288 shares; 2024Q4: 27,251 shares; 2025Q1: 26,887 shares; 2025Q2: 27,120 shares; 2025Q3: 27,534 shares; 2025Q4: 27,774 shares; 2026Q1: 28,983 shares 28,983 $10.4M 0.03% +1,209 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: 319,278 shares; 2024Q4: 293,610 shares; 2025Q1: 265,227 shares; 2025Q2: 120,869 shares; 2025Q3: 123,865 shares; 2025Q4: 129,759 shares; 2026Q1: 158,731 shares 158,731 $10.4M 0.03% +28,972 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: 46,568 shares; 2024Q4: 55,767 shares; 2025Q1: 56,405 shares; 2025Q2: 53,041 shares; 2025Q3: 55,055 shares; 2025Q4: 71,034 shares; 2026Q1: 69,231 shares 69,231 $10.4M 0.03% -1,803 Timeline EVSD 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: 10,891 shares; 2024Q4: 16,826 shares; 2025Q1: 14,980 shares; 2025Q2: 14,169 shares; 2025Q3: 19,654 shares; 2025Q4: 195,285 shares; 2026Q1: 202,908 shares 202,908 $10.3M 0.03% +7,623 Timeline SPMO 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: 20,859 shares; 2024Q4: 43,997 shares; 2025Q1: 37,704 shares; 2025Q2: 39,124 shares; 2025Q3: 80,692 shares; 2025Q4: 92,100 shares; 2026Q1: 92,133 shares 92,133 $10.3M 0.03% +33 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 22,417 shares; 2025Q1: 22,147 shares; 2025Q2: 21,428 shares; 2025Q3: 24,266 shares; 2025Q4: 78,830 shares; 2026Q1: 72,127 shares 72,127 $10.3M 0.03% -6,703 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,232 shares; 2024Q4: 30,759 shares; 2025Q1: 27,764 shares; 2025Q2: 44,113 shares; 2025Q3: 48,629 shares; 2025Q4: 47,297 shares; 2026Q1: 51,840 shares 51,840 $10.3M 0.03% +4,543 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,764 shares; 2024Q4: 163,910 shares; 2025Q1: 171,222 shares; 2025Q2: 172,315 shares; 2025Q3: 168,922 shares; 2025Q4: 77,132 shares; 2026Q1: 74,769 shares 74,769 $10.3M 0.03% -2,363 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: not reported; 2024Q4: 101,282 shares; 2025Q1: 104,104 shares; 2025Q2: 101,169 shares; 2025Q3: 87,554 shares; 2025Q4: 83,071 shares; 2026Q1: 71,099 shares 71,099 $10.2M 0.03% -11,972 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,706 shares; 2024Q4: 250,259 shares; 2025Q1: 246,750 shares; 2025Q2: 249,305 shares; 2025Q3: 236,641 shares; 2025Q4: 220,933 shares; 2026Q1: 216,059 shares 216,059 $10.2M 0.03% -4,874 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,336 shares; 2024Q4: 54,201 shares; 2025Q1: 55,264 shares; 2025Q2: 53,054 shares; 2025Q3: 55,357 shares; 2025Q4: 113,781 shares; 2026Q1: 132,395 shares 132,395 $10.1M 0.03% +18,614 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,936 shares; 2024Q4: 23,066 shares; 2025Q1: 28,042 shares; 2025Q2: 12,590 shares; 2025Q3: 15,766 shares; 2025Q4: 11,233 shares; 2026Q1: 13,078 shares 13,078 $10.1M 0.03% +1,845 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,157 shares; 2024Q4: 114,957 shares; 2025Q1: 120,705 shares; 2025Q2: 118,637 shares; 2025Q3: 117,964 shares; 2025Q4: 119,969 shares; 2026Q1: 120,583 shares 120,583 $10.1M 0.02% +614 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,776 shares; 2024Q4: 239,578 shares; 2025Q1: 232,436 shares; 2025Q2: 226,958 shares; 2025Q3: 222,073 shares; 2025Q4: 188,861 shares; 2026Q1: 199,952 shares 199,952 $10.1M 0.02% +11,091 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,764 shares; 2024Q4: 87,418 shares; 2025Q1: 88,073 shares; 2025Q2: 111,905 shares; 2025Q3: 144,725 shares; 2025Q4: 155,912 shares; 2026Q1: 143,523 shares 143,523 $10.1M 0.02% -12,389 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 241,036 shares; 2025Q1: 282,148 shares; 2025Q2: 304,136 shares; 2025Q3: 333,902 shares; 2025Q4: 359,078 shares; 2026Q1: 388,257 shares 388,257 $10M 0.02% +29,179 Timeline IBDX 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: 272,519 shares; 2024Q4: 287,576 shares; 2025Q1: 298,906 shares; 2025Q2: 317,816 shares; 2025Q3: 344,580 shares; 2025Q4: 370,123 shares; 2026Q1: 396,703 shares 396,703 $10M 0.02% +26,580 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: 337,146 shares; 2024Q4: 354,593 shares; 2025Q1: 366,578 shares; 2025Q2: 386,395 shares; 2025Q3: 417,673 shares; 2025Q4: 446,278 shares; 2026Q1: 478,622 shares 478,622 $10M 0.02% +32,344 Timeline XAR 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: 4,076 shares; 2024Q4: 7,083 shares; 2025Q1: 8,101 shares; 2025Q2: 25,885 shares; 2025Q3: 38,384 shares; 2025Q4: 39,060 shares; 2026Q1: 39,266 shares 39,266 $9.97M 0.02% +206 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: 145,838 shares; 2024Q4: 149,254 shares; 2025Q1: 148,226 shares; 2025Q2: 147,833 shares; 2025Q3: 142,700 shares; 2025Q4: 145,212 shares; 2026Q1: 146,691 shares 146,691 $9.97M 0.02% +1,479 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 2,646 shares; 2025Q4: 82,151 shares; 2026Q1: 87,155 shares 87,155 $9.9M 0.02% +5,004 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: 267,937 shares; 2024Q4: 280,842 shares; 2025Q1: 263,828 shares; 2025Q2: 175,969 shares; 2025Q3: 173,735 shares; 2025Q4: 216,095 shares; 2026Q1: 200,544 shares 200,544 $9.87M 0.02% -15,551 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,280 shares; 2024Q4: 105,508 shares; 2025Q1: 110,547 shares; 2025Q2: 103,839 shares; 2025Q3: 100,393 shares; 2025Q4: 102,595 shares; 2026Q1: 102,020 shares 102,020 $9.84M 0.02% -575 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,191 shares; 2024Q4: 25,927 shares; 2025Q1: 25,010 shares; 2025Q2: 26,077 shares; 2025Q3: 25,332 shares; 2025Q4: 22,907 shares; 2026Q1: 27,723 shares 27,723 $9.81M 0.02% +4,816 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: 117,267 shares; 2024Q4: 118,275 shares; 2025Q1: 121,999 shares; 2025Q2: 124,487 shares; 2025Q3: 125,215 shares; 2025Q4: 138,815 shares; 2026Q1: 130,602 shares 130,602 $9.76M 0.02% -8,213 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: 133,021 shares; 2024Q4: 138,158 shares; 2025Q1: 111,727 shares; 2025Q2: 111,385 shares; 2025Q3: 99,580 shares; 2025Q4: 92,452 shares; 2026Q1: 104,573 shares 104,573 $9.76M 0.02% +12,121 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676,857 shares; 2024Q4: 603,672 shares; 2025Q1: 295,832 shares; 2025Q2: 204,174 shares; 2025Q3: 198,092 shares; 2025Q4: 213,208 shares; 2026Q1: 223,334 shares 223,334 $9.73M 0.02% +10,126 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434,658 shares 434,658 $9.73M 0.02% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832,748 shares; 2024Q4: 740,319 shares; 2025Q1: 725,930 shares; 2025Q2: 638,103 shares; 2025Q3: 633,626 shares; 2025Q4: 711,747 shares; 2026Q1: 718,477 shares 718,477 $9.71M 0.02% +6,730 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,701 shares; 2024Q4: 64,160 shares; 2025Q1: 59,976 shares; 2025Q2: 242,649 shares; 2025Q3: 240,962 shares; 2025Q4: 267,749 shares; 2026Q1: 292,752 shares 292,752 $9.71M 0.02% +25,003 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,196 shares; 2025Q1: 9,500 shares; 2025Q2: 9,717 shares; 2025Q3: 12,336 shares; 2025Q4: 51,923 shares; 2026Q1: 61,182 shares 61,182 $9.69M 0.02% +9,259 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,778 shares; 2024Q4: 165,170 shares; 2025Q1: 166,653 shares; 2025Q2: 161,819 shares; 2025Q3: 164,713 shares; 2025Q4: 174,618 shares; 2026Q1: 237,111 shares 237,111 $9.62M 0.02% +62,493 Timeline BBSC 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: 88,585 shares; 2024Q4: 108,798 shares; 2025Q1: 120,676 shares; 2025Q2: 122,687 shares; 2025Q3: 114,904 shares; 2025Q4: 114,027 shares; 2026Q1: 127,594 shares 127,594 $9.58M 0.02% +13,567 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: 31,496 shares; 2024Q4: 33,219 shares; 2025Q1: 32,444 shares; 2025Q2: 32,307 shares; 2025Q3: 34,392 shares; 2025Q4: 33,818 shares; 2026Q1: 35,888 shares 35,888 $9.57M 0.02% +2,070 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,562 shares; 2026Q1: 110,607 shares 110,607 $9.52M 0.02% -11,955 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,561 shares; 2025Q3: 7,301 shares; 2025Q4: not reported; 2026Q1: 502,649 shares 502,649 $9.49M 0.02% new Timeline MOAT 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: 245,575 shares; 2024Q4: 254,560 shares; 2025Q1: 102,700 shares; 2025Q2: 105,441 shares; 2025Q3: 94,429 shares; 2025Q4: 94,525 shares; 2026Q1: 97,895 shares 97,895 $9.47M 0.02% +3,370 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: 239,311 shares; 2024Q4: 293,322 shares; 2025Q1: 300,144 shares; 2025Q2: 315,760 shares; 2025Q3: 331,048 shares; 2025Q4: 346,578 shares; 2026Q1: 393,325 shares 393,325 $9.43M 0.02% +46,747 Timeline BSCW 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: not reported; 2025Q1: not reported; 2025Q2: 218,016 shares; 2025Q3: 237,799 shares; 2025Q4: 306,457 shares; 2026Q1: 455,494 shares 455,494 $9.38M 0.02% +149,037 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,983 shares; 2025Q1: 70,520 shares; 2025Q2: 68,583 shares; 2025Q3: 67,073 shares; 2025Q4: 78,580 shares; 2026Q1: 73,153 shares 73,153 $9.37M 0.02% -5,427 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,817 shares; 2024Q4: 41,507 shares; 2025Q1: 50,433 shares; 2025Q2: 56,301 shares; 2025Q3: 98,680 shares; 2025Q4: 147,614 shares; 2026Q1: 188,386 shares 188,386 $9.33M 0.02% +40,772 Timeline MTBA 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: 61,140 shares; 2025Q1: 123,461 shares; 2025Q2: 118,332 shares; 2025Q3: 193,711 shares; 2025Q4: 188,885 shares; 2026Q1: 187,889 shares 187,889 $9.29M 0.02% -996 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 243,080 shares; 2025Q1: 238,468 shares; 2025Q2: 263,282 shares; 2025Q3: 273,328 shares; 2025Q4: 311,044 shares; 2026Q1: 361,625 shares 361,625 $9.27M 0.02% +50,581 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 35,341 shares; 2025Q1: 34,586 shares; 2025Q2: 35,943 shares; 2025Q3: 37,931 shares; 2025Q4: 44,049 shares; 2026Q1: 34,585 shares 34,585 $9.23M 0.02% -9,464 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: 135,197 shares; 2024Q4: 153,738 shares; 2025Q1: 153,098 shares; 2025Q2: 187,989 shares; 2025Q3: 397,818 shares; 2025Q4: 406,181 shares; 2026Q1: 435,667 shares 435,667 $9.21M 0.02% +29,486 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,158 shares; 2024Q4: 234,183 shares; 2025Q1: 255,035 shares; 2025Q2: 268,214 shares; 2025Q3: 272,253 shares; 2025Q4: 268,269 shares; 2026Q1: 144,196 shares 144,196 $9.18M 0.02% -124,073 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,123 shares; 2024Q4: 38,449 shares; 2025Q1: 28,927 shares; 2025Q2: 31,920 shares; 2025Q3: 32,636 shares; 2025Q4: 35,085 shares; 2026Q1: 21,500 shares 21,500 $9.13M 0.02% -13,585 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,845 shares; 2025Q1: 35,312 shares; 2025Q2: 83,701 shares; 2025Q3: 68,038 shares; 2025Q4: 70,014 shares; 2026Q1: 75,584 shares 75,584 $9.12M 0.02% +5,570 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,672 shares 198,672 $9.11M 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,488 shares; 2024Q4: 44,822 shares; 2025Q1: 41,873 shares; 2025Q2: 35,284 shares; 2025Q3: 40,521 shares; 2025Q4: 41,244 shares; 2026Q1: 42,048 shares 42,048 $9.11M 0.02% +804 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,133 shares; 2024Q4: 144,602 shares; 2025Q1: 142,235 shares; 2025Q2: 136,473 shares; 2025Q3: 129,690 shares; 2025Q4: 114,217 shares; 2026Q1: 111,076 shares 111,076 $9.07M 0.02% -3,141 Timeline LMBS 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: 255,336 shares; 2024Q4: 299,503 shares; 2025Q1: 227,406 shares; 2025Q2: 221,383 shares; 2025Q3: 215,506 shares; 2025Q4: 173,158 shares; 2026Q1: 182,012 shares 182,012 $9.07M 0.02% +8,854 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: 99,962 shares; 2024Q4: 111,137 shares; 2025Q1: 180,335 shares; 2025Q2: 177,400 shares; 2025Q3: 179,498 shares; 2025Q4: 176,733 shares; 2026Q1: 160,915 shares 160,915 $9.04M 0.02% -15,818 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,013 shares; 2024Q4: 92,363 shares; 2025Q1: 90,930 shares; 2025Q2: 90,708 shares; 2025Q3: 91,549 shares; 2025Q4: 91,418 shares; 2026Q1: 88,356 shares 88,356 $9.03M 0.02% -3,062 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,940 shares; 2024Q4: 73,327 shares; 2025Q1: 65,388 shares; 2025Q2: 108,617 shares; 2025Q3: 110,234 shares; 2025Q4: 109,955 shares; 2026Q1: 154,024 shares 154,024 $9.01M 0.02% +44,069 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,245 shares; 2024Q4: 117,775 shares; 2025Q1: 111,518 shares; 2025Q2: 97,241 shares; 2025Q3: 81,448 shares; 2025Q4: 74,584 shares; 2026Q1: 54,168 shares 54,168 $9M 0.02% -20,416 Timeline VGIT 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: 60,609 shares; 2024Q4: 70,411 shares; 2025Q1: 111,545 shares; 2025Q2: 111,997 shares; 2025Q3: 108,877 shares; 2025Q4: 107,182 shares; 2026Q1: 150,330 shares 150,330 $8.95M 0.02% +43,148 Timeline IBDZ 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: 219,064 shares; 2026Q1: 343,060 shares 343,060 $8.94M 0.02% +123,996 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,800 shares; 2025Q1: 4,502 shares; 2025Q2: 4,445 shares; 2025Q3: 4,256 shares; 2025Q4: 4,504 shares; 2026Q1: 4,628 shares 4,628 $8.86M 0.02% +124 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,970 shares; 2024Q4: 208,553 shares; 2025Q1: 195,038 shares; 2025Q2: 167,308 shares; 2025Q3: 159,480 shares; 2025Q4: 147,514 shares; 2026Q1: 135,607 shares 135,607 $8.81M 0.02% -11,907 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,587 shares; 2024Q4: 205,662 shares; 2025Q1: 260,511 shares; 2025Q2: 302,181 shares; 2025Q3: 328,967 shares; 2025Q4: 396,356 shares; 2026Q1: 383,000 shares 383,000 $8.78M 0.02% -13,356 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,640 shares; 2024Q4: 207,162 shares; 2025Q1: 285,463 shares; 2025Q2: 297,960 shares; 2025Q3: 295,953 shares; 2025Q4: 302,992 shares; 2026Q1: 139,555 shares 139,555 $8.76M 0.02% -163,437 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,132 shares; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 78,605 shares 78,605 $8.73M 0.02% +76,218 Timeline AVUV 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: 45,863 shares; 2024Q4: 57,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,381 shares; 2025Q4: 72,876 shares; 2026Q1: 78,937 shares 78,937 $8.72M 0.02% +6,061 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,896 shares; 2024Q4: 36,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,441 shares; 2025Q4: 32,468 shares; 2026Q1: 35,998 shares 35,998 $8.71M 0.02% +3,530 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,316 shares; 2024Q4: 93,438 shares; 2025Q1: 91,883 shares; 2025Q2: 93,509 shares; 2025Q3: 93,199 shares; 2025Q4: 53,854 shares; 2026Q1: 35,834 shares 35,834 $8.71M 0.02% -18,020 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,181 shares; 2024Q4: 20,409 shares; 2025Q1: 22,781 shares; 2025Q2: 30,083 shares; 2025Q3: 33,292 shares; 2025Q4: 31,809 shares; 2026Q1: 36,250 shares 36,250 $8.63M 0.02% +4,441 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,218 shares; 2024Q4: 91,767 shares; 2025Q1: 73,488 shares; 2025Q2: 75,284 shares; 2025Q3: 90,504 shares; 2025Q4: 84,114 shares; 2026Q1: 79,450 shares 79,450 $8.63M 0.02% -4,664 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,555 shares; 2024Q4: 92,010 shares; 2025Q1: 105,986 shares; 2025Q2: 127,853 shares; 2025Q3: 132,920 shares; 2025Q4: 139,034 shares; 2026Q1: 169,516 shares 169,516 $8.59M 0.02% +30,482 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,087 shares; 2024Q4: 16,432 shares; 2025Q1: 13,997 shares; 2025Q2: 14,633 shares; 2025Q3: 15,248 shares; 2025Q4: 17,407 shares; 2026Q1: 17,982 shares 17,982 $8.51M 0.02% +575 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,295 shares; 2024Q4: 28,532 shares; 2025Q1: 29,691 shares; 2025Q2: 28,208 shares; 2025Q3: 26,644 shares; 2025Q4: 31,934 shares; 2026Q1: 92,112 shares 92,112 $8.5M 0.02% +60,178 Timeline OMFL 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: 294,304 shares; 2024Q4: 295,456 shares; 2025Q1: 303,484 shares; 2025Q2: 146,299 shares; 2025Q3: 177,338 shares; 2025Q4: 181,626 shares; 2026Q1: 140,993 shares 140,993 $8.48M 0.02% -40,633 Timeline FDVV 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: 32,028 shares; 2024Q4: 33,467 shares; 2025Q1: 34,398 shares; 2025Q2: 53,594 shares; 2025Q3: 247,419 shares; 2025Q4: 283,218 shares; 2026Q1: 153,379 shares 153,379 $8.47M 0.02% -129,839 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,654 shares; 2024Q4: 39,178 shares; 2025Q1: 35,066 shares; 2025Q2: 37,900 shares; 2025Q3: 41,307 shares; 2025Q4: 40,570 shares; 2026Q1: 43,524 shares 43,524 $8.47M 0.02% +2,954 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,684 shares; 2024Q4: 57,837 shares; 2025Q1: 57,583 shares; 2025Q2: 64,059 shares; 2025Q3: 64,596 shares; 2025Q4: 62,837 shares; 2026Q1: 62,245 shares 62,245 $8.46M 0.02% -592 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,907 shares; 2024Q4: 130,516 shares; 2025Q1: 108,172 shares; 2025Q2: 56,129 shares; 2025Q3: 76,867 shares; 2025Q4: 127,867 shares; 2026Q1: 184,485 shares 184,485 $8.42M 0.02% +56,618 Timeline IGF 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: 170,861 shares; 2024Q4: 160,718 shares; 2025Q1: 148,733 shares; 2025Q2: 146,371 shares; 2025Q3: 141,018 shares; 2025Q4: 133,525 shares; 2026Q1: 124,740 shares 124,740 $8.36M 0.02% -8,785 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,042 shares; 2024Q4: 645,118 shares; 2025Q1: 541,845 shares; 2025Q2: 571,517 shares; 2025Q3: 1,106,638 shares; 2025Q4: 1,115,920 shares; 2026Q1: 1,107,112 shares 1,107,112 $8.35M 0.02% -8,808 Timeline QDEC 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: 39,100 shares; 2024Q4: 68,140 shares; 2025Q1: 80,090 shares; 2025Q2: 79,340 shares; 2025Q3: 75,940 shares; 2025Q4: 76,440 shares; 2026Q1: 264,928 shares 264,928 $8.34M 0.02% +188,488 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,435 shares; 2024Q4: 162,431 shares; 2025Q1: 152,098 shares; 2025Q2: 118,503 shares; 2025Q3: 100,887 shares; 2025Q4: 275,638 shares; 2026Q1: 138,157 shares 138,157 $8.32M 0.02% -137,481 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: 36,783 shares; 2024Q4: 37,160 shares; 2025Q1: 51,674 shares; 2025Q2: 42,509 shares; 2025Q3: 42,550 shares; 2025Q4: 20,897 shares; 2026Q1: 38,193 shares 38,193 $8.29M 0.02% +17,296 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: 325,320 shares; 2024Q4: 330,362 shares; 2025Q1: 328,058 shares; 2025Q2: 343,707 shares; 2025Q3: 410,879 shares; 2025Q4: 412,869 shares; 2026Q1: 483,924 shares 483,924 $8.28M 0.02% +71,055 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,557 shares; 2024Q4: 51,753 shares; 2025Q1: 74,104 shares; 2025Q2: 61,943 shares; 2025Q3: 76,028 shares; 2025Q4: 126,193 shares; 2026Q1: 133,570 shares 133,570 $8.27M 0.02% +7,377 Timeline FBCG 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: 168,108 shares; 2024Q4: 175,449 shares; 2025Q1: 160,928 shares; 2025Q2: 158,537 shares; 2025Q3: 158,506 shares; 2025Q4: 160,002 shares; 2026Q1: 164,739 shares 164,739 $8.26M 0.02% +4,737 Timeline FTGS 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: 71,956 shares; 2024Q4: 124,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,190 shares; 2025Q4: 242,070 shares; 2026Q1: 242,125 shares 242,125 $8.24M 0.02% +55 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,513 shares; 2024Q4: 85,265 shares; 2025Q1: 84,340 shares; 2025Q2: 86,635 shares; 2025Q3: 88,629 shares; 2025Q4: 88,775 shares; 2026Q1: 72,965 shares 72,965 $8.19M 0.02% -15,810 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,129 shares; 2024Q4: 373,493 shares; 2025Q1: 364,368 shares; 2025Q2: 169,343 shares; 2025Q3: 180,192 shares; 2025Q4: 177,962 shares; 2026Q1: 180,485 shares 180,485 $8.17M 0.02% +2,523 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,952 shares; 2024Q4: 590,893 shares; 2025Q1: 588,604 shares; 2025Q2: 583,661 shares; 2025Q3: 582,885 shares; 2025Q4: 563,663 shares; 2026Q1: 521,932 shares 521,932 $8.17M 0.02% -41,731 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: 130,716 shares; 2024Q4: 124,119 shares; 2025Q1: 116,630 shares; 2025Q2: 84,728 shares; 2025Q3: 83,177 shares; 2025Q4: 30,873 shares; 2026Q1: 35,146 shares 35,146 $8.15M 0.02% +4,273 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,159 shares; 2026Q1: 224,673 shares 224,673 $8.12M 0.02% +107,514 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: 538,744 shares; 2024Q4: 536,534 shares; 2025Q1: 563,693 shares; 2025Q2: 523,356 shares; 2025Q3: 523,765 shares; 2025Q4: 99,394 shares; 2026Q1: 88,917 shares 88,917 $8.09M 0.02% -10,477 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: 137,622 shares; 2024Q4: 141,182 shares; 2025Q1: 106,835 shares; 2025Q2: 88,488 shares; 2025Q3: 84,770 shares; 2025Q4: 69,223 shares; 2026Q1: 58,797 shares 58,797 $8.02M 0.02% -10,426 Timeline DSI 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: 44,020 shares; 2024Q4: 42,373 shares; 2025Q1: 43,777 shares; 2025Q2: 52,561 shares; 2025Q3: 64,547 shares; 2025Q4: 68,830 shares; 2026Q1: 65,836 shares 65,836 $7.98M 0.02% -2,994 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: 214,147 shares; 2024Q4: 211,109 shares; 2025Q1: 203,883 shares; 2025Q2: 194,800 shares; 2025Q3: 184,501 shares; 2025Q4: 162,186 shares; 2026Q1: 149,219 shares 149,219 $7.97M 0.02% -12,967 Timeline IYJ 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: 55,932 shares; 2024Q4: 58,129 shares; 2025Q1: 56,993 shares; 2025Q2: 53,254 shares; 2025Q3: 50,501 shares; 2025Q4: 50,125 shares; 2026Q1: 54,010 shares 54,010 $7.97M 0.02% +3,885 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,453 shares; 2024Q4: 62,413 shares; 2025Q1: 62,704 shares; 2025Q2: 99,200 shares; 2025Q3: 162,013 shares; 2025Q4: 174,906 shares; 2026Q1: 156,296 shares 156,296 $7.91M 0.02% -18,610 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: 80,655 shares; 2024Q4: 86,701 shares; 2025Q1: 90,953 shares; 2025Q2: 77,802 shares; 2025Q3: 97,289 shares; 2025Q4: 37,706 shares; 2026Q1: 40,426 shares 40,426 $7.9M 0.02% +2,720 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,004 shares; 2024Q4: 113,471 shares; 2025Q1: 114,843 shares; 2025Q2: 6,001 shares; 2025Q3: 5,785 shares; 2025Q4: 86,719 shares; 2026Q1: 89,700 shares 89,700 $7.88M 0.02% +2,981 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: 56,504 shares; 2024Q4: 57,347 shares; 2025Q1: 53,507 shares; 2025Q2: 47,319 shares; 2025Q3: 62,819 shares; 2025Q4: 60,774 shares; 2026Q1: 102,204 shares 102,204 $7.88M 0.02% +41,430 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,322 shares; 2024Q4: 65,896 shares; 2025Q1: 175,419 shares; 2025Q2: 333,737 shares; 2025Q3: 346,801 shares; 2025Q4: 258,304 shares; 2026Q1: 224,959 shares 224,959 $7.84M 0.02% -33,345 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,755 shares; 2024Q4: 15,587 shares; 2025Q1: 98,139 shares; 2025Q2: 135,018 shares; 2025Q3: 140,913 shares; 2025Q4: 157,317 shares; 2026Q1: 158,068 shares 158,068 $7.84M 0.02% +751 Timeline LQD 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: 70,648 shares; 2024Q4: 67,383 shares; 2025Q1: 62,414 shares; 2025Q2: 44,212 shares; 2025Q3: 48,116 shares; 2025Q4: 40,486 shares; 2026Q1: 71,757 shares 71,757 $7.82M 0.02% +31,271 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 8,855 shares; 2025Q1: 8,472 shares; 2025Q2: 8,013 shares; 2025Q3: 6,832 shares; 2025Q4: 6,516 shares; 2026Q1: 7,955 shares 7,955 $7.8M 0.02% +1,439 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: not reported; 2025Q1: 31,877 shares; 2025Q2: 29,477 shares; 2025Q3: 27,310 shares; 2025Q4: 28,378 shares; 2026Q1: 39,914 shares 39,914 $7.79M 0.02% +11,536 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: not reported; 2025Q1: 19,120 shares; 2025Q2: 19,321 shares; 2025Q3: 24,542 shares; 2025Q4: 22,722 shares; 2026Q1: 23,838 shares 23,838 $7.77M 0.02% +1,116 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: 123,370 shares; 2026Q1: 101,926 shares 101,926 $7.76M 0.02% -21,444 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,822 shares; 2024Q4: 74,268 shares; 2025Q1: 71,154 shares; 2025Q2: 72,459 shares; 2025Q3: 71,803 shares; 2025Q4: 71,735 shares; 2026Q1: 61,222 shares 61,222 $7.75M 0.02% -10,513 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,416 shares; 2024Q4: 285,161 shares; 2025Q1: 293,971 shares; 2025Q2: 451,388 shares; 2025Q3: 373,505 shares; 2025Q4: 388,329 shares; 2026Q1: 378,103 shares 378,103 $7.72M 0.02% -10,226 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,213 shares; 2024Q4: 37,485 shares; 2025Q1: 21,811 shares; 2025Q2: 16,022 shares; 2025Q3: 39,127 shares; 2025Q4: 48,860 shares; 2026Q1: 33,305 shares 33,305 $7.69M 0.02% -15,555 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 51,695 shares; 2025Q1: 45,498 shares; 2025Q2: 43,675 shares; 2025Q3: 39,818 shares; 2025Q4: 40,763 shares; 2026Q1: 37,746 shares 37,746 $7.66M 0.02% -3,017 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,016 shares; 2024Q4: 288,075 shares; 2025Q1: 308,542 shares; 2025Q2: 89,172 shares; 2025Q3: 110,592 shares; 2025Q4: 110,898 shares; 2026Q1: 81,935 shares 81,935 $7.64M 0.02% -28,963 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,838 shares; 2024Q4: 44,438 shares; 2025Q1: 51,233 shares; 2025Q2: 69,245 shares; 2025Q3: 70,238 shares; 2025Q4: 66,160 shares; 2026Q1: 60,715 shares 60,715 $7.62M 0.02% -5,445 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,597 shares; 2024Q4: 163,326 shares; 2025Q1: 120,676 shares; 2025Q2: 122,614 shares; 2025Q3: 143,725 shares; 2025Q4: 109,143 shares; 2026Q1: 133,493 shares 133,493 $7.58M 0.02% +24,350 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,718 shares; 2024Q4: 90,220 shares; 2025Q1: 95,318 shares; 2025Q2: 101,299 shares; 2025Q3: 103,152 shares; 2025Q4: 104,927 shares; 2026Q1: 89,074 shares 89,074 $7.54M 0.02% -15,853 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: 49,785 shares; 2024Q4: 50,667 shares; 2025Q1: 46,688 shares; 2025Q2: 148,627 shares; 2025Q3: 160,442 shares; 2025Q4: 161,976 shares; 2026Q1: 161,439 shares 161,439 $7.53M 0.02% -537 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,994 shares; 2024Q4: 47,422 shares; 2025Q1: 47,051 shares; 2025Q2: 48,132 shares; 2025Q3: 49,148 shares; 2025Q4: 47,791 shares; 2026Q1: 47,107 shares 47,107 $7.48M 0.02% -684 Timeline NXTG 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: 78,309 shares; 2024Q4: 75,550 shares; 2025Q1: 71,683 shares; 2025Q2: 77,071 shares; 2025Q3: 73,173 shares; 2025Q4: 70,451 shares; 2026Q1: 66,718 shares 66,718 $7.47M 0.02% -3,733 Timeline HEI 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: 32,893 shares; 2024Q4: 33,248 shares; 2025Q1: 33,156 shares; 2025Q2: 35,043 shares; 2025Q3: 35,130 shares; 2025Q4: 33,975 shares; 2026Q1: 27,178 shares 27,178 $7.45M 0.02% -6,797 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: 43,440 shares; 2024Q4: 50,526 shares; 2025Q1: 42,552 shares; 2025Q2: 36,733 shares; 2025Q3: 41,364 shares; 2025Q4: 39,706 shares; 2026Q1: 41,353 shares 41,353 $7.45M 0.02% +1,647 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 16,882 shares; 2025Q1: 17,423 shares; 2025Q2: 30,315 shares; 2025Q3: 79,834 shares; 2025Q4: 155,925 shares; 2026Q1: 283,729 shares 283,729 $7.45M 0.02% +127,804 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,053 shares; 2024Q4: 26,835 shares; 2025Q1: 31,577 shares; 2025Q2: 32,194 shares; 2025Q3: 35,816 shares; 2025Q4: 33,177 shares; 2026Q1: 49,057 shares 49,057 $7.42M 0.02% +15,880 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,880 shares; 2024Q4: 54,795 shares; 2025Q1: 58,253 shares; 2025Q2: 63,252 shares; 2025Q3: 61,787 shares; 2025Q4: 62,448 shares; 2026Q1: 64,567 shares 64,567 $7.38M 0.02% +2,119 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 164,957 shares 164,957 $7.34M 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,850 shares; 2024Q4: 238,418 shares; 2025Q1: 224,109 shares; 2025Q2: 214,821 shares; 2025Q3: 208,666 shares; 2025Q4: 194,620 shares; 2026Q1: 195,413 shares 195,413 $7.27M 0.02% +793 Timeline IBTH 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: 158,284 shares; 2024Q4: 171,891 shares; 2025Q1: 235,276 shares; 2025Q2: 289,147 shares; 2025Q3: 315,183 shares; 2025Q4: 342,942 shares; 2026Q1: 323,811 shares 323,811 $7.26M 0.02% -19,131 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,031 shares; 2024Q4: 239,611 shares; 2025Q1: 266,311 shares; 2025Q2: 282,852 shares; 2025Q3: 851,096 shares; 2025Q4: 648,305 shares; 2026Q1: 665,547 shares 665,547 $7.21M 0.02% +17,242 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,859 shares; 2024Q4: 293,826 shares; 2025Q1: 262,986 shares; 2025Q2: 263,802 shares; 2025Q3: 268,440 shares; 2025Q4: 248,531 shares; 2026Q1: 316,885 shares 316,885 $7.18M 0.02% +68,354 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 24,825 shares; 2025Q1: 75,422 shares; 2025Q2: 95,137 shares; 2025Q3: 82,003 shares; 2025Q4: 78,479 shares; 2026Q1: 103,423 shares 103,423 $7.17M 0.02% +24,944 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,906 shares; 2024Q4: 77,255 shares; 2025Q1: 70,144 shares; 2025Q2: 69,074 shares; 2025Q3: 68,116 shares; 2025Q4: 108,630 shares; 2026Q1: 114,130 shares 114,130 $7.14M 0.02% +5,500 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,721 shares; 2025Q1: 75,383 shares; 2025Q2: 74,527 shares; 2025Q3: 69,180 shares; 2025Q4: 68,297 shares; 2026Q1: 64,990 shares 64,990 $7.13M 0.02% -3,307 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,350 shares; 2025Q2: 11,036 shares; 2025Q3: 13,919 shares; 2025Q4: 27,850 shares; 2026Q1: 89,268 shares 89,268 $7.13M 0.02% +61,418 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,675 shares; 2025Q1: 31,082 shares; 2025Q2: 53,336 shares; 2025Q3: 96,202 shares; 2025Q4: 90,690 shares; 2026Q1: 138,977 shares 138,977 $7.11M 0.02% +48,287 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,065 shares; 2024Q4: 153,202 shares; 2025Q1: 140,693 shares; 2025Q2: 162,336 shares; 2025Q3: 218,236 shares; 2025Q4: 252,638 shares; 2026Q1: 280,016 shares 280,016 $7.09M 0.02% +27,378 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,932 shares; 2024Q4: 91,614 shares; 2025Q1: 107,332 shares; 2025Q2: 106,860 shares; 2025Q3: 155,539 shares; 2025Q4: 100,206 shares; 2026Q1: 96,604 shares 96,604 $7.07M 0.02% -3,602 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,970 shares; 2024Q4: 93,890 shares; 2025Q1: 101,140 shares; 2025Q2: 101,868 shares; 2025Q3: 87,200 shares; 2025Q4: 77,576 shares; 2026Q1: 79,351 shares 79,351 $7.04M 0.02% +1,775 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: not reported; 2024Q4: 22,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,242 shares; 2025Q4: 17,906 shares; 2026Q1: 19,201 shares 19,201 $6.99M 0.02% +1,295 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,741 shares; 2024Q4: 190,913 shares; 2025Q1: 178,441 shares; 2025Q2: 191,372 shares; 2025Q3: 190,111 shares; 2025Q4: 196,241 shares; 2026Q1: 179,114 shares 179,114 $6.98M 0.02% -17,127 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,058 shares; 2025Q1: 43,786 shares; 2025Q2: 35,327 shares; 2025Q3: 33,797 shares; 2025Q4: 12,211 shares; 2026Q1: 12,422 shares 12,422 $6.98M 0.02% +211 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,087 shares; 2024Q4: 168,384 shares; 2025Q1: 157,810 shares; 2025Q2: 93,450 shares; 2025Q3: 79,260 shares; 2025Q4: 37,221 shares; 2026Q1: 35,283 shares 35,283 $6.98M 0.02% -1,938 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: 218,318 shares; 2024Q4: 192,685 shares; 2025Q1: 196,425 shares; 2025Q2: 380,881 shares; 2025Q3: 406,580 shares; 2025Q4: 409,662 shares; 2026Q1: 391,380 shares 391,380 $6.97M 0.02% -18,282 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,575 shares; 2024Q4: 34,095 shares; 2025Q1: 35,648 shares; 2025Q2: 26,905 shares; 2025Q3: 23,235 shares; 2025Q4: 24,297 shares; 2026Q1: 25,741 shares 25,741 $6.96M 0.02% +1,444 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,527 shares; 2024Q4: 434,077 shares; 2025Q1: 433,996 shares; 2025Q2: 671,537 shares; 2025Q3: 789,172 shares; 2025Q4: 919,304 shares; 2026Q1: 1,305,574 shares 1,305,574 $6.95M 0.02% +386,270 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,785 shares; 2024Q4: 201,154 shares; 2025Q1: 216,557 shares; 2025Q2: 207,114 shares; 2025Q3: 198,643 shares; 2025Q4: 196,609 shares; 2026Q1: 193,135 shares 193,135 $6.93M 0.02% -3,474 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,209 shares; 2024Q4: 201,515 shares; 2025Q1: 194,046 shares; 2025Q2: 186,312 shares; 2025Q3: 175,583 shares; 2025Q4: 161,854 shares; 2026Q1: 152,471 shares 152,471 $6.84M 0.02% -9,383 Timeline PTF 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: 109,371 shares; 2024Q4: 109,764 shares; 2025Q1: 109,541 shares; 2025Q2: 89,994 shares; 2025Q3: 87,699 shares; 2025Q4: 81,684 shares; 2026Q1: 79,195 shares 79,195 $6.84M 0.02% -2,489 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,936 shares; 2026Q1: 128,806 shares 128,806 $6.81M 0.02% -18,130 Timeline VT 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: 32,770 shares; 2024Q4: 40,871 shares; 2025Q1: 42,082 shares; 2025Q2: 45,232 shares; 2025Q3: 46,203 shares; 2025Q4: 50,117 shares; 2026Q1: 49,133 shares 49,133 $6.8M 0.02% -984 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 8,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,375 shares 66,375 $6.78M 0.02% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,621 shares; 2024Q4: 52,129 shares; 2025Q1: 53,162 shares; 2025Q2: 52,245 shares; 2025Q3: 51,665 shares; 2025Q4: 51,156 shares; 2026Q1: 52,846 shares 52,846 $6.75M 0.02% +1,690 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: 69,407 shares; 2024Q4: 79,458 shares; 2025Q1: 69,579 shares; 2025Q2: 77,987 shares; 2025Q3: 82,527 shares; 2025Q4: 41,343 shares; 2026Q1: 42,886 shares 42,886 $6.75M 0.02% +1,543 Timeline DEM 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: 103,655 shares; 2025Q1: 43,341 shares; 2025Q2: 61,818 shares; 2025Q3: 72,492 shares; 2025Q4: 77,514 shares; 2026Q1: 134,898 shares 134,898 $6.7M 0.02% +57,384 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,810 shares; 2025Q1: 22,147 shares; 2025Q2: 20,831 shares; 2025Q3: 20,588 shares; 2025Q4: 17,821 shares; 2026Q1: 26,667 shares 26,667 $6.7M 0.02% +8,846 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: 43,469 shares; 2024Q4: 48,892 shares; 2025Q1: 48,876 shares; 2025Q2: 53,714 shares; 2025Q3: 56,360 shares; 2025Q4: 52,930 shares; 2026Q1: 45,715 shares 45,715 $6.68M 0.02% -7,215 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,900 shares; 2024Q4: 174,450 shares; 2025Q1: 171,501 shares; 2025Q2: 164,962 shares; 2025Q3: 149,467 shares; 2025Q4: 29,427 shares; 2026Q1: 22,528 shares 22,528 $6.68M 0.02% -6,899 Timeline FTA 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: 75,732 shares; 2024Q4: 76,385 shares; 2025Q1: 71,931 shares; 2025Q2: 69,398 shares; 2025Q3: 66,299 shares; 2025Q4: 64,959 shares; 2026Q1: 72,129 shares 72,129 $6.66M 0.02% +7,170 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,479 shares; 2024Q4: 50,414 shares; 2025Q1: 51,239 shares; 2025Q2: 54,634 shares; 2025Q3: 61,374 shares; 2025Q4: 70,728 shares; 2026Q1: 83,830 shares 83,830 $6.65M 0.02% +13,102 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: 139,864 shares; 2024Q4: 127,707 shares; 2025Q1: 121,343 shares; 2025Q2: 113,559 shares; 2025Q3: 110,888 shares; 2025Q4: 166,763 shares; 2026Q1: 165,144 shares 165,144 $6.65M 0.02% -1,619 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,036 shares; 2025Q1: 7,640 shares; 2025Q2: 7,595 shares; 2025Q3: 14,701 shares; 2025Q4: 16,958 shares; 2026Q1: 266,812 shares 266,812 $6.64M 0.02% +249,854 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325,252 shares; 2025Q2: 329,626 shares; 2025Q3: 335,081 shares; 2025Q4: 360,998 shares; 2026Q1: 364,748 shares 364,748 $6.63M 0.02% +3,750 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,599 shares; 2026Q1: 131,654 shares 131,654 $6.62M 0.02% +2,055 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,867 shares; 2024Q4: 79,754 shares; 2025Q1: 76,924 shares; 2025Q2: 69,335 shares; 2025Q3: 70,961 shares; 2025Q4: 67,374 shares; 2026Q1: 67,033 shares 67,033 $6.6M 0.02% -341 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 9,769 shares; 2025Q1: 9,723 shares; 2025Q2: 6,246 shares; 2025Q3: 5,442 shares; 2025Q4: 5,505 shares; 2026Q1: 110,613 shares 110,613 $6.59M 0.02% +105,108 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,864 shares; 2024Q4: 119,957 shares; 2025Q1: 133,911 shares; 2025Q2: 135,757 shares; 2025Q3: 122,654 shares; 2025Q4: 123,400 shares; 2026Q1: 138,282 shares 138,282 $6.57M 0.02% +14,882 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: 38,427 shares; 2024Q4: 47,901 shares; 2025Q1: 43,959 shares; 2025Q2: 35,266 shares; 2025Q3: 46,674 shares; 2025Q4: 53,265 shares; 2026Q1: 54,955 shares 54,955 $6.57M 0.02% +1,690 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,141 shares; 2025Q4: 127,354 shares; 2026Q1: 101,251 shares 101,251 $6.5M 0.02% -26,103 Timeline CGIB 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: 16,528 shares; 2025Q3: 61,815 shares; 2025Q4: 133,913 shares; 2026Q1: 257,602 shares 257,602 $6.5M 0.02% +123,689 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: 38,398 shares; 2024Q4: 37,755 shares; 2025Q1: 54,154 shares; 2025Q2: 72,065 shares; 2025Q3: 78,094 shares; 2025Q4: 11,769 shares; 2026Q1: 239,743 shares 239,743 $6.47M 0.02% +227,974 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,710 shares; 2024Q4: 233,760 shares; 2025Q1: 249,483 shares; 2025Q2: 209,675 shares; 2025Q3: 179,212 shares; 2025Q4: 161,577 shares; 2026Q1: 128,387 shares 128,387 $6.46M 0.02% -33,190 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,058 shares; 2024Q4: 100,719 shares; 2025Q1: 111,456 shares; 2025Q2: 108,339 shares; 2025Q3: 105,450 shares; 2025Q4: 97,509 shares; 2026Q1: 99,323 shares 99,323 $6.46M 0.02% +1,814 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,273 shares; 2024Q4: 89,041 shares; 2025Q1: 86,038 shares; 2025Q2: 72,611 shares; 2025Q3: 88,154 shares; 2025Q4: 75,610 shares; 2026Q1: 98,978 shares 98,978 $6.45M 0.02% +23,368 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: 36,693 shares; 2025Q4: 59,223 shares; 2026Q1: 62,045 shares 62,045 $6.44M 0.02% +2,822 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,154 shares; 2024Q4: 52,224 shares; 2025Q1: 51,559 shares; 2025Q2: 68,357 shares; 2025Q3: 80,714 shares; 2025Q4: 68,885 shares; 2026Q1: 39,271 shares 39,271 $6.42M 0.02% -29,614 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 84,847 shares; 2025Q4: 79,267 shares; 2026Q1: 74,844 shares 74,844 $6.42M 0.02% -4,423 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,710 shares; 2024Q4: 49,549 shares; 2025Q1: 48,729 shares; 2025Q2: 52,934 shares; 2025Q3: 47,133 shares; 2025Q4: 46,409 shares; 2026Q1: 48,516 shares 48,516 $6.41M 0.02% +2,107 Timeline IBTI 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: 93,590 shares; 2024Q4: 104,117 shares; 2025Q1: 146,982 shares; 2025Q2: 187,490 shares; 2025Q3: 213,538 shares; 2025Q4: 240,445 shares; 2026Q1: 287,213 shares 287,213 $6.4M 0.02% +46,768 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,443 shares; 2025Q1: 26,515 shares; 2025Q2: 43,263 shares; 2025Q3: 50,954 shares; 2025Q4: 53,915 shares; 2026Q1: 54,675 shares 54,675 $6.36M 0.02% +760 Timeline PRN 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: 51,866 shares; 2024Q4: 51,065 shares; 2025Q1: 50,588 shares; 2025Q2: 43,533 shares; 2025Q3: 42,378 shares; 2025Q4: 39,339 shares; 2026Q1: 32,675 shares 32,675 $6.36M 0.02% -6,664 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 15,400 shares; 2025Q1: 16,447 shares; 2025Q2: 20,454 shares; 2025Q3: 48,888 shares; 2025Q4: 52,936 shares; 2026Q1: 60,370 shares 60,370 $6.34M 0.02% +7,434 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,006 shares; 2025Q1: 1,957 shares; 2025Q2: 1,273 shares; 2025Q3: 1,393 shares; 2025Q4: 1,440 shares; 2026Q1: 1,497 shares 1,497 $6.3M 0.02% +57 Timeline NAPR 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: 73,863 shares; 2024Q4: 82,375 shares; 2025Q1: 90,916 shares; 2025Q2: 101,923 shares; 2025Q3: 107,781 shares; 2025Q4: 109,382 shares; 2026Q1: 115,411 shares 115,411 $6.3M 0.02% +6,029 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,642 shares; 2024Q4: 267,573 shares; 2025Q1: 264,055 shares; 2025Q2: 226,733 shares; 2025Q3: 234,065 shares; 2025Q4: 233,889 shares; 2026Q1: 235,769 shares 235,769 $6.29M 0.02% +1,880 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: 9,144 shares; 2024Q4: 8,566 shares; 2025Q1: 7,636 shares; 2025Q2: 7,407 shares; 2025Q3: 6,553 shares; 2025Q4: 4,198 shares; 2026Q1: 25,634 shares 25,634 $6.26M 0.02% +21,436 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,981 shares; 2024Q4: 126,027 shares; 2025Q1: 124,515 shares; 2025Q2: 123,630 shares; 2025Q3: 122,619 shares; 2025Q4: 119,457 shares; 2026Q1: 109,775 shares 109,775 $6.26M 0.02% -9,682 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: 79,200 shares; 2024Q4: 78,605 shares; 2025Q1: 101,211 shares; 2025Q2: 102,414 shares; 2025Q3: 87,045 shares; 2025Q4: 86,805 shares; 2026Q1: 79,303 shares 79,303 $6.24M 0.02% -7,502 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,463 shares; 2025Q1: 20,280 shares; 2025Q2: 21,371 shares; 2025Q3: 23,055 shares; 2025Q4: 24,287 shares; 2026Q1: 24,988 shares 24,988 $6.22M 0.02% +701 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: 36,536 shares; 2024Q4: 36,361 shares; 2025Q1: 46,282 shares; 2025Q2: 37,254 shares; 2025Q3: 36,599 shares; 2025Q4: 24,354 shares; 2026Q1: 29,280 shares 29,280 $6.21M 0.02% +4,926 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,231 shares; 2024Q4: 101,485 shares; 2025Q1: 95,074 shares; 2025Q2: 150,984 shares; 2025Q3: 225,646 shares; 2025Q4: 253,850 shares; 2026Q1: 268,193 shares 268,193 $6.21M 0.02% +14,343 Timeline MISL 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: 55,907 shares; 2025Q1: 117,717 shares; 2025Q2: 120,286 shares; 2025Q3: 119,396 shares; 2025Q4: 136,180 shares; 2026Q1: 138,129 shares 138,129 $6.18M 0.02% +1,949 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: not reported; 2025Q4: 4,505 shares; 2026Q1: 166,308 shares 166,308 $6.16M 0.02% +161,803 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: 425,743 shares; 2024Q4: 443,988 shares; 2025Q1: 448,681 shares; 2025Q2: 485,018 shares; 2025Q3: 314,402 shares; 2025Q4: 211,959 shares; 2026Q1: 192,210 shares 192,210 $6.15M 0.02% -19,749 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: 189,842 shares; 2024Q4: 159,195 shares; 2025Q1: 160,794 shares; 2025Q2: 159,096 shares; 2025Q3: 153,928 shares; 2025Q4: 134,823 shares; 2026Q1: 135,868 shares 135,868 $6.14M 0.02% +1,045 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,614 shares; 2024Q4: 371,304 shares; 2025Q1: 381,668 shares; 2025Q2: 453,004 shares; 2025Q3: 565,988 shares; 2025Q4: 561,974 shares; 2026Q1: 245,481 shares 245,481 $6.13M 0.02% -316,493 Timeline NOCT 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: 71,582 shares; 2024Q4: 79,490 shares; 2025Q1: 87,740 shares; 2025Q2: 97,083 shares; 2025Q3: 101,203 shares; 2025Q4: 102,154 shares; 2026Q1: 107,757 shares 107,757 $6.07M 0.02% +5,603 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 41,418 shares; 2025Q1: 40,355 shares; 2025Q2: 40,355 shares; 2025Q3: 40,136 shares; 2025Q4: 43,206 shares; 2026Q1: 49,801 shares 49,801 $6.02M 0.01% +6,595 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,822 shares 117,822 $6.01M 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,672 shares; 2024Q4: 98,949 shares; 2025Q1: 163,526 shares; 2025Q2: 470,078 shares; 2025Q3: 468,325 shares; 2025Q4: 457,822 shares; 2026Q1: 426,374 shares 426,374 $6.01M 0.01% -31,448 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,874 shares; 2024Q4: 82,112 shares; 2025Q1: 87,419 shares; 2025Q2: 62,640 shares; 2025Q3: 27,295 shares; 2025Q4: 318,867 shares; 2026Q1: 341,187 shares 341,187 $6M 0.01% +22,320 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,663 shares; 2024Q4: 61,302 shares; 2025Q1: 68,538 shares; 2025Q2: 75,929 shares; 2025Q3: 78,830 shares; 2025Q4: 80,074 shares; 2026Q1: 83,663 shares 83,663 $5.97M 0.01% +3,589 Timeline DMAY 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: 132,236 shares; 2025Q3: 129,444 shares; 2025Q4: 131,053 shares; 2026Q1: 132,963 shares 132,963 $5.97M 0.01% +1,910 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,307 shares; 2024Q4: 48,494 shares; 2025Q1: 56,108 shares; 2025Q2: 56,009 shares; 2025Q3: 62,654 shares; 2025Q4: 60,914 shares; 2026Q1: 54,587 shares 54,587 $5.97M 0.01% -6,327 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: 36,979 shares; 2024Q4: 39,048 shares; 2025Q1: 38,047 shares; 2025Q2: 36,525 shares; 2025Q3: 36,792 shares; 2025Q4: 34,456 shares; 2026Q1: 32,900 shares 32,900 $5.92M 0.01% -1,556 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: 36,239 shares; 2024Q4: 34,398 shares; 2025Q1: 33,417 shares; 2025Q2: 43,418 shares; 2025Q3: 53,208 shares; 2025Q4: 61,722 shares; 2026Q1: 19,661 shares 19,661 $5.92M 0.01% -42,061 Timeline IGLB 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: 252,046 shares; 2024Q4: 256,121 shares; 2025Q1: 257,111 shares; 2025Q2: 117,259 shares; 2025Q3: 123,332 shares; 2025Q4: 123,272 shares; 2026Q1: 119,067 shares 119,067 $5.91M 0.01% -4,205 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,115 shares; 2024Q4: not reported; 2025Q1: 60,650 shares; 2025Q2: 59,566 shares; 2025Q3: 69,411 shares; 2025Q4: 66,492 shares; 2026Q1: 74,202 shares 74,202 $5.9M 0.01% +7,710 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,253 shares; 2024Q4: 67,942 shares; 2025Q1: 68,915 shares; 2025Q2: 113,673 shares; 2025Q3: 109,390 shares; 2025Q4: 107,742 shares; 2026Q1: 112,712 shares 112,712 $5.89M 0.01% +4,970 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,418 shares; 2024Q4: 50,551 shares; 2025Q1: 100,537 shares; 2025Q2: 107,362 shares; 2025Q3: 162,077 shares; 2025Q4: 214,224 shares; 2026Q1: 107,362 shares 107,362 $5.86M 0.01% -106,862 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 83,127 shares; 2025Q3: 95,355 shares; 2025Q4: 116,149 shares; 2026Q1: 121,906 shares 121,906 $5.85M 0.01% +5,757 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares; 2025Q4: 72,112 shares; 2026Q1: 93,335 shares 93,335 $5.85M 0.01% +21,223 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: 44,894 shares; 2024Q4: 52,095 shares; 2025Q1: 56,264 shares; 2025Q2: 68,888 shares; 2025Q3: 75,304 shares; 2025Q4: 107,756 shares; 2026Q1: 102,197 shares 102,197 $5.83M 0.01% -5,559 Timeline FDEC 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: 152,882 shares; 2024Q4: 186,063 shares; 2025Q1: 185,640 shares; 2025Q2: 176,243 shares; 2025Q3: 108,506 shares; 2025Q4: 117,853 shares; 2026Q1: 117,267 shares 117,267 $5.83M 0.01% -586 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,911 shares; 2024Q4: 137,572 shares; 2025Q1: 140,830 shares; 2025Q2: 139,572 shares; 2025Q3: 133,780 shares; 2025Q4: 121,111 shares; 2026Q1: 118,955 shares 118,955 $5.82M 0.01% -2,156 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: 50,539 shares; 2024Q4: 50,707 shares; 2025Q1: 53,433 shares; 2025Q2: 54,447 shares; 2025Q3: 55,218 shares; 2025Q4: 57,617 shares; 2026Q1: 54,910 shares 54,910 $5.8M 0.01% -2,707 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,078 shares; 2024Q4: 66,610 shares; 2025Q1: 67,393 shares; 2025Q2: 69,045 shares; 2025Q3: 69,291 shares; 2025Q4: 69,570 shares; 2026Q1: 71,518 shares 71,518 $5.79M 0.01% +1,948 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,512 shares; 2024Q4: 169,159 shares; 2025Q1: 167,110 shares; 2025Q2: 156,804 shares; 2025Q3: 150,914 shares; 2025Q4: 130,069 shares; 2026Q1: 127,616 shares 127,616 $5.78M 0.01% -2,453 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: 129,618 shares; 2024Q4: 127,916 shares; 2025Q1: 124,460 shares; 2025Q2: 97,319 shares; 2025Q3: 94,556 shares; 2025Q4: 38,262 shares; 2026Q1: 36,397 shares 36,397 $5.75M 0.01% -1,865 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 23,762 shares; 2025Q1: 23,107 shares; 2025Q2: 22,346 shares; 2025Q3: 20,483 shares; 2025Q4: 4,925 shares; 2026Q1: 5,256 shares 5,256 $5.75M 0.01% +331 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 41,267 shares; 2025Q1: 40,418 shares; 2025Q2: 52,698 shares; 2025Q3: 62,762 shares; 2025Q4: 64,896 shares; 2026Q1: 66,477 shares 66,477 $5.74M 0.01% +1,581 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: 55,521 shares; 2024Q4: 52,508 shares; 2025Q1: 52,510 shares; 2025Q2: 44,545 shares; 2025Q3: 58,853 shares; 2025Q4: 64,339 shares; 2026Q1: 64,216 shares 64,216 $5.74M 0.01% -123 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,220 shares; 2025Q4: 266,121 shares; 2026Q1: 273,980 shares 273,980 $5.73M 0.01% +7,859 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,941 shares; 2024Q4: 141,841 shares; 2025Q1: 151,056 shares; 2025Q2: 147,495 shares; 2025Q3: 144,555 shares; 2025Q4: 143,221 shares; 2026Q1: 141,451 shares 141,451 $5.68M 0.01% -1,770 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,592 shares; 2026Q1: 47,370 shares 47,370 $5.68M 0.01% +4,778 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,617 shares; 2024Q4: 50,964 shares; 2025Q1: 51,192 shares; 2025Q2: 54,212 shares; 2025Q3: 51,185 shares; 2025Q4: 52,753 shares; 2026Q1: 44,551 shares 44,551 $5.63M 0.01% -8,202 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: 18,094 shares; 2025Q1: 30,932 shares; 2025Q2: 31,075 shares; 2025Q3: 42,064 shares; 2025Q4: 46,641 shares; 2026Q1: 92,026 shares 92,026 $5.62M 0.01% +45,385 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 22,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,503 shares; 2025Q4: 18,111 shares; 2026Q1: 17,081 shares 17,081 $5.58M 0.01% -1,030 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,240 shares; 2025Q1: 5,293 shares; 2025Q2: 6,868 shares; 2025Q3: 7,203 shares; 2025Q4: 9,300 shares; 2026Q1: 14,348 shares 14,348 $5.57M 0.01% +5,048 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,787 shares; 2025Q1: 17,831 shares; 2025Q2: 19,511 shares; 2025Q3: 20,954 shares; 2025Q4: 23,493 shares; 2026Q1: 25,573 shares 25,573 $5.57M 0.01% +2,080 Timeline BILS 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: 22,536 shares; 2024Q4: 80,985 shares; 2025Q1: 73,945 shares; 2025Q2: 68,131 shares; 2025Q3: 55,286 shares; 2025Q4: 54,987 shares; 2026Q1: 55,934 shares 55,934 $5.56M 0.01% +947 Timeline IBTJ 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: 78,626 shares; 2024Q4: 86,290 shares; 2025Q1: 103,324 shares; 2025Q2: 125,767 shares; 2025Q3: 140,232 shares; 2025Q4: 159,603 shares; 2026Q1: 254,141 shares 254,141 $5.55M 0.01% +94,538 Timeline PDEC 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: 89,055 shares; 2024Q4: 126,482 shares; 2025Q1: 117,883 shares; 2025Q2: 121,509 shares; 2025Q3: 100,090 shares; 2025Q4: 124,609 shares; 2026Q1: 130,409 shares 130,409 $5.54M 0.01% +5,800 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,827 shares; 2024Q4: 53,268 shares; 2025Q1: 54,837 shares; 2025Q2: 52,633 shares; 2025Q3: 44,928 shares; 2025Q4: 47,948 shares; 2026Q1: 47,056 shares 47,056 $5.54M 0.01% -892 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,603 shares; 2024Q4: 173,645 shares; 2025Q1: 177,327 shares; 2025Q2: 179,522 shares; 2025Q3: 38,215 shares; 2025Q4: 38,808 shares; 2026Q1: 37,978 shares 37,978 $5.54M 0.01% -830 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,514 shares; 2025Q1: 25,483 shares; 2025Q2: 26,832 shares; 2025Q3: 40,127 shares; 2025Q4: 50,154 shares; 2026Q1: 51,496 shares 51,496 $5.53M 0.01% +1,342 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 41,935 shares; 2025Q1: 40,855 shares; 2025Q2: 40,784 shares; 2025Q3: 43,278 shares; 2025Q4: 42,875 shares; 2026Q1: 41,616 shares 41,616 $5.51M 0.01% -1,259 Timeline GJAN 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: 18,904 shares; 2024Q4: 18,786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,913 shares; 2025Q4: 137,855 shares; 2026Q1: 131,495 shares 131,495 $5.51M 0.01% -6,360 Timeline IBDR 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: 213,591 shares; 2024Q4: 223,697 shares; 2025Q1: 225,981 shares; 2025Q2: 225,427 shares; 2025Q3: 225,924 shares; 2025Q4: 228,308 shares; 2026Q1: 227,291 shares 227,291 $5.51M 0.01% -1,017 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,489 shares; 2024Q4: 141,847 shares; 2025Q1: 147,836 shares; 2025Q2: 148,438 shares; 2025Q3: 149,568 shares; 2025Q4: 155,488 shares; 2026Q1: 151,536 shares 151,536 $5.51M 0.01% -3,952 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: 9,758 shares; 2024Q4: 9,658 shares; 2025Q1: 9,543 shares; 2025Q2: 9,576 shares; 2025Q3: 9,297 shares; 2025Q4: 9,351 shares; 2026Q1: 9,295 shares 9,295 $5.47M 0.01% -56 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: 69,257 shares; 2024Q4: 84,925 shares; 2025Q1: 80,149 shares; 2025Q2: 73,768 shares; 2025Q3: 71,430 shares; 2025Q4: 50,948 shares; 2026Q1: 16,111 shares 16,111 $5.45M 0.01% -34,837 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,119 shares; 2024Q4: not reported; 2025Q1: 24,124 shares; 2025Q2: 32,513 shares; 2025Q3: 82,317 shares; 2025Q4: 109,694 shares; 2026Q1: 158,519 shares 158,519 $5.45M 0.01% +48,825 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,127 shares; 2024Q4: 134,680 shares; 2025Q1: 121,647 shares; 2025Q2: 122,246 shares; 2025Q3: 75,699 shares; 2025Q4: 71,671 shares; 2026Q1: 66,648 shares 66,648 $5.45M 0.01% -5,023 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,005 shares; 2024Q4: 264,337 shares; 2025Q1: 302,742 shares; 2025Q2: 352,754 shares; 2025Q3: 641,069 shares; 2025Q4: 636,220 shares; 2026Q1: 630,998 shares 630,998 $5.44M 0.01% -5,222 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,525 shares; 2024Q4: 18,750 shares; 2025Q1: 10,100 shares; 2025Q2: 11,750 shares; 2025Q3: 23,915 shares; 2025Q4: 32,390 shares; 2026Q1: 239,395 shares 239,395 $5.42M 0.01% +207,005 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,764 shares; 2024Q4: 139,953 shares; 2025Q1: 158,072 shares; 2025Q2: 158,724 shares; 2025Q3: 156,232 shares; 2025Q4: 93,798 shares; 2026Q1: 45,433 shares 45,433 $5.39M 0.01% -48,365 Timeline IBDS 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: 204,777 shares; 2024Q4: 214,233 shares; 2025Q1: 219,853 shares; 2025Q2: 219,002 shares; 2025Q3: 218,964 shares; 2025Q4: 222,065 shares; 2026Q1: 222,541 shares 222,541 $5.39M 0.01% +476 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,789 shares; 2025Q1: 3,991 shares; 2025Q2: 2,971 shares; 2025Q3: 3,197 shares; 2025Q4: 3,067 shares; 2026Q1: 2,857 shares 2,857 $5.39M 0.01% -210 Timeline PGX 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: 475,139 shares; 2024Q4: 498,999 shares; 2025Q1: 489,633 shares; 2025Q2: 531,518 shares; 2025Q3: 504,244 shares; 2025Q4: 540,225 shares; 2026Q1: 494,356 shares 494,356 $5.38M 0.01% -45,869 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,764 shares; 2025Q1: 33,284 shares; 2025Q2: 43,629 shares; 2025Q3: 113,536 shares; 2025Q4: 143,502 shares; 2026Q1: 180,061 shares 180,061 $5.37M 0.01% +36,559 Timeline BSCY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259,076 shares 259,076 $5.36M 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,258 shares; 2024Q4: 90,456 shares; 2025Q1: 94,337 shares; 2025Q2: 91,692 shares; 2025Q3: 89,411 shares; 2025Q4: 95,901 shares; 2026Q1: 96,470 shares 96,470 $5.33M 0.01% +569 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,617 shares; 2024Q4: 18,665 shares; 2025Q1: 18,765 shares; 2025Q2: 18,765 shares; 2025Q3: 19,624 shares; 2025Q4: 68,617 shares; 2026Q1: 136,329 shares 136,329 $5.31M 0.01% +67,712 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,872 shares; 2024Q4: 180,934 shares; 2025Q1: 115,937 shares; 2025Q2: 96,681 shares; 2025Q3: 92,435 shares; 2025Q4: 86,615 shares; 2026Q1: 82,959 shares 82,959 $5.31M 0.01% -3,656 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926,869 shares; 2024Q4: 841,672 shares; 2025Q1: 447,199 shares; 2025Q2: 487,551 shares; 2025Q3: 462,343 shares; 2025Q4: 449,646 shares; 2026Q1: 117,925 shares 117,925 $5.29M 0.01% -331,721 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,484 shares; 2025Q1: 78,370 shares; 2025Q2: 85,540 shares; 2025Q3: 86,609 shares; 2025Q4: 100,944 shares; 2026Q1: 106,124 shares 106,124 $5.28M 0.01% +5,180 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,940 shares; 2024Q4: 21,193 shares; 2025Q1: 64,085 shares; 2025Q2: 48,994 shares; 2025Q3: 49,544 shares; 2025Q4: 54,102 shares; 2026Q1: 57,243 shares 57,243 $5.28M 0.01% +3,141 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,397 shares; 2024Q4: 14,937 shares; 2025Q1: 13,531 shares; 2025Q2: 17,823 shares; 2025Q3: 16,626 shares; 2025Q4: 14,986 shares; 2026Q1: 15,023 shares 15,023 $5.28M 0.01% +37 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,571 shares; 2024Q4: 171,580 shares; 2025Q1: 309,948 shares; 2025Q2: 314,945 shares; 2025Q3: 353,253 shares; 2025Q4: 362,803 shares; 2026Q1: 382,253 shares 382,253 $5.27M 0.01% +19,450 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,402 shares; 2024Q4: 80,598 shares; 2025Q1: 96,468 shares; 2025Q2: 95,818 shares; 2025Q3: 111,836 shares; 2025Q4: 110,808 shares; 2026Q1: 113,881 shares 113,881 $5.26M 0.01% +3,073 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,952 shares; 2024Q4: 30,114 shares; 2025Q1: 50,454 shares; 2025Q2: 51,208 shares; 2025Q3: 52,535 shares; 2025Q4: 52,071 shares; 2026Q1: 50,883 shares 50,883 $5.25M 0.01% -1,188 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,893 shares; 2024Q4: 86,881 shares; 2025Q1: 111,729 shares; 2025Q2: 117,381 shares; 2025Q3: 109,490 shares; 2025Q4: 124,321 shares; 2026Q1: 112,121 shares 112,121 $5.23M 0.01% -12,200 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,556 shares; 2024Q4: 27,047 shares; 2025Q1: 29,793 shares; 2025Q2: 12,923 shares; 2025Q3: 16,883 shares; 2025Q4: 48,562 shares; 2026Q1: 55,431 shares 55,431 $5.22M 0.01% +6,869 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,635 shares; 2024Q4: 98,317 shares; 2025Q1: 95,215 shares; 2025Q2: 80,137 shares; 2025Q3: 69,456 shares; 2025Q4: 69,869 shares; 2026Q1: 68,721 shares 68,721 $5.19M 0.01% -1,148 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,222 shares; 2024Q4: 97,285 shares; 2025Q1: 92,633 shares; 2025Q2: 97,394 shares; 2025Q3: 91,736 shares; 2025Q4: 69,495 shares; 2026Q1: 72,396 shares 72,396 $5.18M 0.01% +2,901 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES 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: 445,362 shares; 2025Q4: 450,490 shares; 2026Q1: 469,778 shares 469,778 $5.17M 0.01% +19,288 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: 230,579 shares; 2024Q4: 229,993 shares; 2025Q1: 251,726 shares; 2025Q2: 258,443 shares; 2025Q3: 183,369 shares; 2025Q4: 181,884 shares; 2026Q1: 146,762 shares 146,762 $5.16M 0.01% -35,122 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,989 shares; 2024Q4: 37,466 shares; 2025Q1: 58,474 shares; 2025Q2: 57,307 shares; 2025Q3: 54,520 shares; 2025Q4: 54,329 shares; 2026Q1: 56,241 shares 56,241 $5.16M 0.01% +1,912 Timeline FYC 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: 5,215 shares; 2024Q4: 7,040 shares; 2025Q1: 11,650 shares; 2025Q2: 18,804 shares; 2025Q3: 29,406 shares; 2025Q4: 45,037 shares; 2026Q1: 53,085 shares 53,085 $5.15M 0.01% +8,048 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,091 shares; 2024Q4: 64,287 shares; 2025Q1: 62,844 shares; 2025Q2: 48,974 shares; 2025Q3: 49,918 shares; 2025Q4: 67,595 shares; 2026Q1: 92,128 shares 92,128 $5.14M 0.01% +24,533 Timeline EVSB 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: 22,419 shares; 2024Q4: 25,770 shares; 2025Q1: 25,655 shares; 2025Q2: 103,656 shares; 2025Q3: 110,355 shares; 2025Q4: 110,120 shares; 2026Q1: 100,892 shares 100,892 $5.12M 0.01% -9,228 Timeline SPSM 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: 93,696 shares; 2024Q4: 99,048 shares; 2025Q1: 93,486 shares; 2025Q2: 89,451 shares; 2025Q3: 89,684 shares; 2025Q4: 100,592 shares; 2026Q1: 105,897 shares 105,897 $5.12M 0.01% +5,305 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 12,229 shares; 2025Q1: 17,725 shares; 2025Q2: 17,384 shares; 2025Q3: 22,125 shares; 2025Q4: 21,533 shares; 2026Q1: 20,089 shares 20,089 $5.11M 0.01% -1,444 Timeline BJAN 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: 93,688 shares; 2024Q4: not reported; 2025Q1: 97,908 shares; 2025Q2: 101,425 shares; 2025Q3: 102,002 shares; 2025Q4: 97,763 shares; 2026Q1: 95,825 shares 95,825 $5.11M 0.01% -1,938 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,808 shares 65,808 $5.11M 0.01% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 32,076 shares; 2025Q3: 30,483 shares; 2025Q4: 51,456 shares; 2026Q1: 80,285 shares 80,285 $5.09M 0.01% +28,829 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,793 shares; 2024Q4: 64,496 shares; 2025Q1: 57,994 shares; 2025Q2: 67,249 shares; 2025Q3: 71,604 shares; 2025Q4: 75,646 shares; 2026Q1: 74,599 shares 74,599 $5.08M 0.01% -1,047 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,253 shares; 2024Q4: 25,567 shares; 2025Q1: 24,968 shares; 2025Q2: 25,609 shares; 2025Q3: 23,064 shares; 2025Q4: 23,998 shares; 2026Q1: 24,256 shares 24,256 $5.07M 0.01% +258 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,793 shares; 2024Q4: 52,743 shares; 2025Q1: 52,850 shares; 2025Q2: 79,691 shares; 2025Q3: 73,257 shares; 2025Q4: 73,784 shares; 2026Q1: 54,207 shares 54,207 $5.05M 0.01% -19,577 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: 25,602 shares; 2024Q4: 22,723 shares; 2025Q1: 26,310 shares; 2025Q2: 29,060 shares; 2025Q3: 29,627 shares; 2025Q4: 38,257 shares; 2026Q1: 53,586 shares 53,586 $5.02M 0.01% +15,329 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,052 shares; 2025Q1: 1,078 shares; 2025Q2: 967 shares; 2025Q3: 956 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $5.01M 0.01% 0 Timeline SCHG 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: 25,520 shares; 2024Q4: 117,944 shares; 2025Q1: 112,268 shares; 2025Q2: 109,610 shares; 2025Q3: 117,870 shares; 2025Q4: 127,906 shares; 2026Q1: 171,654 shares 171,654 $5M 0.01% +43,748 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,386 shares; 2024Q4: 118,753 shares; 2025Q1: 143,691 shares; 2025Q2: 149,534 shares; 2025Q3: 152,000 shares; 2025Q4: 62,046 shares; 2026Q1: 62,451 shares 62,451 $4.99M 0.01% +405 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,315 shares; 2025Q1: 74,007 shares; 2025Q2: 93,900 shares; 2025Q3: 129,340 shares; 2025Q4: 174,236 shares; 2026Q1: 173,237 shares 173,237 $4.96M 0.01% -999 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 19,592 shares; 2025Q1: 18,640 shares; 2025Q2: 18,031 shares; 2025Q3: 17,562 shares; 2025Q4: 16,423 shares; 2026Q1: 16,277 shares 16,277 $4.95M 0.01% -146 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,029 shares; 2024Q4: 72,244 shares; 2025Q1: 79,030 shares; 2025Q2: 76,118 shares; 2025Q3: 77,088 shares; 2025Q4: 93,504 shares; 2026Q1: 120,621 shares 120,621 $4.92M 0.01% +27,117 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,431 shares; 2024Q4: 42,476 shares; 2025Q1: 36,088 shares; 2025Q2: 36,783 shares; 2025Q3: 36,548 shares; 2025Q4: 41,175 shares; 2026Q1: 33,771 shares 33,771 $4.92M 0.01% -7,404 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 49,257 shares; 2025Q1: 48,926 shares; 2025Q2: 41,592 shares; 2025Q3: 441,957 shares; 2025Q4: 509,467 shares; 2026Q1: 520,780 shares 520,780 $4.92M 0.01% +11,313 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 19,020 shares; 2025Q1: 148,480 shares; 2025Q2: 153,945 shares; 2025Q3: 174,602 shares; 2025Q4: 174,684 shares; 2026Q1: 193,627 shares 193,627 $4.91M 0.01% +18,943 Timeline IJK 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: 52,437 shares; 2024Q4: not reported; 2025Q1: 47,952 shares; 2025Q2: 48,621 shares; 2025Q3: 48,174 shares; 2025Q4: 48,678 shares; 2026Q1: 48,775 shares 48,775 $4.91M 0.01% +97 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: 46,316 shares; 2025Q1: 44,169 shares; 2025Q2: 44,960 shares; 2025Q3: 41,608 shares; 2025Q4: 41,796 shares; 2026Q1: 38,629 shares 38,629 $4.89M 0.01% -3,167 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: 52,725 shares; 2024Q4: 49,398 shares; 2025Q1: 48,686 shares; 2025Q2: 46,632 shares; 2025Q3: 43,514 shares; 2025Q4: 39,239 shares; 2026Q1: 59,554 shares 59,554 $4.89M 0.01% +20,315 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,402 shares; 2025Q2: 18,761 shares; 2025Q3: 19,629 shares; 2025Q4: 30,388 shares; 2026Q1: 125,153 shares 125,153 $4.88M 0.01% +94,765 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,586 shares; 2024Q4: 60,427 shares; 2025Q1: 60,276 shares; 2025Q2: 72,418 shares; 2025Q3: 94,450 shares; 2025Q4: 117,559 shares; 2026Q1: 107,240 shares 107,240 $4.88M 0.01% -10,319 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,424 shares; 2024Q4: 34,053 shares; 2025Q1: 34,348 shares; 2025Q2: 32,495 shares; 2025Q3: 34,042 shares; 2025Q4: 34,641 shares; 2026Q1: 33,107 shares 33,107 $4.87M 0.01% -1,534 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: 30,337 shares; 2024Q4: 30,045 shares; 2025Q1: 31,772 shares; 2025Q2: 63,029 shares; 2025Q3: 63,368 shares; 2025Q4: 39,577 shares; 2026Q1: 22,462 shares 22,462 $4.87M 0.01% -17,115 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: 32,845 shares; 2024Q4: 32,890 shares; 2025Q1: 32,233 shares; 2025Q2: 30,405 shares; 2025Q3: 27,880 shares; 2025Q4: 39,014 shares; 2026Q1: 33,437 shares 33,437 $4.86M 0.01% -5,577 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,091 shares; 2025Q1: 7,834 shares; 2025Q2: 30,733 shares; 2025Q3: 32,814 shares; 2025Q4: 31,868 shares; 2026Q1: 34,340 shares 34,340 $4.85M 0.01% +2,472 Timeline BLOK 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: 64,756 shares; 2024Q4: 56,002 shares; 2025Q1: 82,883 shares; 2025Q2: 82,951 shares; 2025Q3: 89,464 shares; 2025Q4: 92,635 shares; 2026Q1: 96,384 shares 96,384 $4.8M 0.01% +3,749 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,418 shares; 2024Q4: 96,608 shares; 2025Q1: 91,580 shares; 2025Q2: 91,880 shares; 2025Q3: 115,831 shares; 2025Q4: 123,832 shares; 2026Q1: 119,085 shares 119,085 $4.75M 0.01% -4,747 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,858 shares; 2024Q4: 48,523 shares; 2025Q1: 39,912 shares; 2025Q2: 33,569 shares; 2025Q3: 26,620 shares; 2025Q4: 26,964 shares; 2026Q1: 23,905 shares 23,905 $4.67M 0.01% -3,059 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,320 shares; 2025Q1: 67,720 shares; 2025Q2: 101,877 shares; 2025Q3: 130,322 shares; 2025Q4: 148,236 shares; 2026Q1: 313,689 shares 313,689 $4.66M 0.01% +165,453 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,561 shares; 2024Q4: 257,513 shares; 2025Q1: 263,437 shares; 2025Q2: 283,722 shares; 2025Q3: 369,461 shares; 2025Q4: 406,306 shares; 2026Q1: 420,263 shares 420,263 $4.63M 0.01% +13,957 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: 99,575 shares; 2025Q4: 122,151 shares; 2026Q1: 130,534 shares 130,534 $4.62M 0.01% +8,383 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 16,389 shares; 2025Q1: 19,796 shares; 2025Q2: 8,200 shares; 2025Q3: 6,351 shares; 2025Q4: 5,912 shares; 2026Q1: 6,259 shares 6,259 $4.62M 0.01% +347 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: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: 10,733 shares; 2026Q1: 287,314 shares 287,314 $4.62M 0.01% +276,581 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,682 shares; 2024Q4: 369,269 shares; 2025Q1: 554,218 shares; 2025Q2: 455,798 shares; 2025Q3: 396,900 shares; 2025Q4: 397,034 shares; 2026Q1: 175,983 shares 175,983 $4.55M 0.01% -221,051 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,653 shares; 2025Q1: 3,652 shares; 2025Q2: 3,982 shares; 2025Q3: 5,158 shares; 2025Q4: 5,669 shares; 2026Q1: 6,666 shares 6,666 $4.54M 0.01% +997 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,475 shares; 2024Q4: 55,535 shares; 2025Q1: 50,652 shares; 2025Q2: 52,294 shares; 2025Q3: 53,249 shares; 2025Q4: 51,269 shares; 2026Q1: 51,311 shares 51,311 $4.54M 0.01% +42 Timeline EMLP 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: 70,470 shares; 2024Q4: 78,704 shares; 2025Q1: 85,999 shares; 2025Q2: 85,587 shares; 2025Q3: 87,696 shares; 2025Q4: 101,700 shares; 2026Q1: 103,922 shares 103,922 $4.54M 0.01% +2,222 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD 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: 291,834 shares; 2025Q4: 290,766 shares; 2026Q1: 290,098 shares 290,098 $4.53M 0.01% -668 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923,285 shares; 2024Q4: 984,485 shares; 2025Q1: 1,059,760 shares; 2025Q2: 1,053,060 shares; 2025Q3: 1,099,843 shares; 2025Q4: 1,093,210 shares; 2026Q1: 1,089,110 shares 1,089,110 $4.52M 0.01% -4,100 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,788 shares; 2025Q3: 29,478 shares; 2025Q4: 36,413 shares; 2026Q1: 39,208 shares 39,208 $4.52M 0.01% +2,795 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,286 shares; 2024Q4: 9,422 shares; 2025Q1: 47,566 shares; 2025Q2: 65,996 shares; 2025Q3: 63,458 shares; 2025Q4: 42,436 shares; 2026Q1: 44,434 shares 44,434 $4.51M 0.01% +1,998 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,906 shares; 2024Q4: 35,290 shares; 2025Q1: 68,316 shares; 2025Q2: 67,063 shares; 2025Q3: 95,298 shares; 2025Q4: 97,882 shares; 2026Q1: 82,208 shares 82,208 $4.51M 0.01% -15,674 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,829 shares; 2024Q4: 65,746 shares; 2025Q1: 73,129 shares; 2025Q2: 31,606 shares; 2025Q3: 111,066 shares; 2025Q4: 141,789 shares; 2026Q1: 96,417 shares 96,417 $4.5M 0.01% -45,372 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,517 shares; 2025Q1: 6,217 shares; 2025Q2: 23,876 shares; 2025Q3: 44,631 shares; 2025Q4: 63,098 shares; 2026Q1: 72,650 shares 72,650 $4.49M 0.01% +9,552 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: 151,780 shares; 2024Q4: 151,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,784 shares; 2025Q4: 127,807 shares; 2026Q1: 124,839 shares 124,839 $4.49M 0.01% -2,968 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,073 shares; 2026Q1: 200,714 shares 200,714 $4.49M 0.01% +30,641 Timeline RWL 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: 19,509 shares; 2024Q4: 19,471 shares; 2025Q1: 20,298 shares; 2025Q2: 22,723 shares; 2025Q3: 23,640 shares; 2025Q4: 24,363 shares; 2026Q1: 38,976 shares 38,976 $4.48M 0.01% +14,613 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: 19,478 shares; 2024Q4: not reported; 2025Q1: 14,765 shares; 2025Q2: 13,917 shares; 2025Q3: 14,080 shares; 2025Q4: 21,395 shares; 2026Q1: 23,662 shares 23,662 $4.46M 0.01% +2,267 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: 109,022 shares; 2024Q4: 128,807 shares; 2025Q1: 128,918 shares; 2025Q2: 140,959 shares; 2025Q3: 141,150 shares; 2025Q4: 141,184 shares; 2026Q1: 147,797 shares 147,797 $4.44M 0.01% +6,613 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,017 shares; 2024Q4: not reported; 2025Q1: 23,731 shares; 2025Q2: 23,906 shares; 2025Q3: 23,074 shares; 2025Q4: 22,640 shares; 2026Q1: 24,676 shares 24,676 $4.44M 0.01% +2,036 Timeline IAI 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: 821,548 shares; 2024Q4: 765,415 shares; 2025Q1: 46,519 shares; 2025Q2: 27,847 shares; 2025Q3: 22,854 shares; 2025Q4: 25,175 shares; 2026Q1: 26,979 shares 26,979 $4.43M 0.01% +1,804 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,326 shares; 2025Q1: 23,684 shares; 2025Q2: 23,918 shares; 2025Q3: 24,686 shares; 2025Q4: 20,767 shares; 2026Q1: 21,848 shares 21,848 $4.42M 0.01% +1,081 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,629 shares; 2025Q1: 1,438 shares; 2025Q2: 1,441 shares; 2025Q3: 1,461 shares; 2025Q4: 1,392 shares; 2026Q1: 1,307 shares 1,307 $4.42M 0.01% -85 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: 21,323 shares; 2024Q4: 22,089 shares; 2025Q1: 22,706 shares; 2025Q2: 22,060 shares; 2025Q3: 22,140 shares; 2025Q4: 21,659 shares; 2026Q1: 21,432 shares 21,432 $4.41M 0.01% -227 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,819 shares; 2025Q2: 6,575 shares; 2025Q3: 26,007 shares; 2025Q4: 77,357 shares; 2026Q1: 110,645 shares 110,645 $4.39M 0.01% +33,288 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 48,511 shares; 2026Q1: 45,041 shares 45,041 $4.39M 0.01% -3,470 Timeline SCHX 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: 39,382 shares; 2024Q4: 117,122 shares; 2025Q1: 119,535 shares; 2025Q2: 122,227 shares; 2025Q3: 120,396 shares; 2025Q4: 140,721 shares; 2026Q1: 170,748 shares 170,748 $4.38M 0.01% +30,027 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,248 shares; 2024Q4: 118,492 shares; 2025Q1: 137,984 shares; 2025Q2: 137,591 shares; 2025Q3: 167,963 shares; 2025Q4: 206,499 shares; 2026Q1: 260,476 shares 260,476 $4.38M 0.01% +53,977 Timeline FIIG 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: 78,069 shares; 2024Q4: 111,473 shares; 2025Q1: 128,139 shares; 2025Q2: 164,426 shares; 2025Q3: 175,315 shares; 2025Q4: 183,724 shares; 2026Q1: 210,854 shares 210,854 $4.38M 0.01% +27,130 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,640 shares; 2025Q3: 17,743 shares; 2025Q4: 27,307 shares; 2026Q1: 56,459 shares 56,459 $4.37M 0.01% +29,152 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,521 shares; 2025Q2: 3,521 shares; 2025Q3: not reported; 2025Q4: 8,880 shares; 2026Q1: 13,588 shares 13,588 $4.37M 0.01% +4,708 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,468 shares; 2024Q4: 60,366 shares; 2025Q1: 68,385 shares; 2025Q2: 93,563 shares; 2025Q3: 100,403 shares; 2025Q4: 107,242 shares; 2026Q1: 111,125 shares 111,125 $4.37M 0.01% +3,883 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,001 shares; 2024Q4: 86,629 shares; 2025Q1: 86,159 shares; 2025Q2: 68,724 shares; 2025Q3: 69,565 shares; 2025Q4: 68,694 shares; 2026Q1: 69,025 shares 69,025 $4.36M 0.01% +331 Timeline BWX 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: 197,604 shares 197,604 $4.34M 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,646 shares; 2024Q4: 27,975 shares; 2025Q1: 27,720 shares; 2025Q2: 27,804 shares; 2025Q3: 29,075 shares; 2025Q4: 29,657 shares; 2026Q1: 29,895 shares 29,895 $4.33M 0.01% +238 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,805 shares; 2024Q4: 84,347 shares; 2025Q1: 61,972 shares; 2025Q2: 47,954 shares; 2025Q3: 48,174 shares; 2025Q4: 49,267 shares; 2026Q1: 53,864 shares 53,864 $4.32M 0.01% +4,597 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,708 shares; 2024Q4: 31,715 shares; 2025Q1: 32,598 shares; 2025Q2: 34,506 shares; 2025Q3: 34,785 shares; 2025Q4: 73,379 shares; 2026Q1: 86,439 shares 86,439 $4.31M 0.01% +13,060 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: 135,063 shares; 2024Q4: 125,744 shares; 2025Q1: 147,931 shares; 2025Q2: 167,370 shares; 2025Q3: 209,272 shares; 2025Q4: 256,652 shares; 2026Q1: 270,911 shares 270,911 $4.3M 0.01% +14,259 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,901 shares; 2024Q4: 54,378 shares; 2025Q1: 52,270 shares; 2025Q2: 48,931 shares; 2025Q3: 35,948 shares; 2025Q4: 30,722 shares; 2026Q1: 33,414 shares 33,414 $4.29M 0.01% +2,692 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: 22,097 shares; 2024Q4: 22,553 shares; 2025Q1: 21,941 shares; 2025Q2: 23,548 shares; 2025Q3: 23,578 shares; 2025Q4: 24,628 shares; 2026Q1: 24,683 shares 24,683 $4.27M 0.01% +55 Timeline FNY 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: 9,780 shares; 2024Q4: 46,492 shares; 2025Q1: 50,468 shares; 2025Q2: 50,302 shares; 2025Q3: 51,578 shares; 2025Q4: 51,324 shares; 2026Q1: 47,204 shares 47,204 $4.27M 0.01% -4,120 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,808 shares; 2024Q4: 392,459 shares; 2025Q1: 439,247 shares; 2025Q2: 452,932 shares; 2025Q3: 491,795 shares; 2025Q4: 287,074 shares; 2026Q1: 183,465 shares 183,465 $4.27M 0.01% -103,609 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209,311 shares; 2026Q1: 204,256 shares 204,256 $4.25M 0.01% -5,055 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,616 shares; 2024Q4: 29,697 shares; 2025Q1: 38,895 shares; 2025Q2: 63,893 shares; 2025Q3: 67,824 shares; 2025Q4: 72,026 shares; 2026Q1: 89,146 shares 89,146 $4.24M 0.01% +17,120 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,462 shares; 2024Q4: 23,204 shares; 2025Q1: 22,048 shares; 2025Q2: 21,981 shares; 2025Q3: 37,215 shares; 2025Q4: 37,579 shares; 2026Q1: 39,622 shares 39,622 $4.23M 0.01% +2,043 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,348 shares; 2024Q4: 16,444 shares; 2025Q1: 18,010 shares; 2025Q2: 20,142 shares; 2025Q3: 21,163 shares; 2025Q4: 21,923 shares; 2026Q1: 21,482 shares 21,482 $4.21M 0.01% -441 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: 27,023 shares; 2024Q4: 32,153 shares; 2025Q1: 23,680 shares; 2025Q2: 28,431 shares; 2025Q3: 24,107 shares; 2025Q4: 21,732 shares; 2026Q1: 20,370 shares 20,370 $4.2M 0.01% -1,362 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly 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: 92,155 shares; 2025Q4: 89,711 shares; 2026Q1: 103,120 shares 103,120 $4.2M 0.01% +13,409 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: 26,550 shares; 2024Q4: 28,085 shares; 2025Q1: 23,673 shares; 2025Q2: 26,852 shares; 2025Q3: 29,142 shares; 2025Q4: 29,838 shares; 2026Q1: 26,994 shares 26,994 $4.2M 0.01% -2,844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,346 shares 154,346 $4.2M 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998,712 shares; 2024Q4: 990,274 shares; 2025Q1: 469,431 shares; 2025Q2: 422,085 shares; 2025Q3: 379,737 shares; 2025Q4: 371,678 shares; 2026Q1: 362,089 shares 362,089 $4.18M 0.01% -9,589 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: 63,597 shares; 2024Q4: 61,617 shares; 2025Q1: 63,659 shares; 2025Q2: 65,065 shares; 2025Q3: 75,717 shares; 2025Q4: 64,766 shares; 2026Q1: 55,647 shares 55,647 $4.18M 0.01% -9,119 Timeline VTEB 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: 247,188 shares; 2024Q4: 272,901 shares; 2025Q1: 256,591 shares; 2025Q2: 45,638 shares; 2025Q3: 52,102 shares; 2025Q4: 54,112 shares; 2026Q1: 83,296 shares 83,296 $4.16M 0.01% +29,184 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,789 shares; 2025Q1: 196,584 shares; 2025Q2: 196,825 shares; 2025Q3: 185,895 shares; 2025Q4: 168,900 shares; 2026Q1: 171,121 shares 171,121 $4.16M 0.01% +2,221 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: 135,508 shares; 2024Q4: 124,940 shares; 2025Q1: 99,553 shares; 2025Q2: 77,431 shares; 2025Q3: 64,848 shares; 2025Q4: 66,003 shares; 2026Q1: 55,194 shares 55,194 $4.15M 0.01% -10,809 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: 23,436 shares; 2025Q2: 29,823 shares; 2025Q3: 35,109 shares; 2025Q4: 36,388 shares; 2026Q1: 51,440 shares 51,440 $4.14M 0.01% +15,052 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,535 shares; 2024Q4: 54,529 shares; 2025Q1: 57,775 shares; 2025Q2: 114,696 shares; 2025Q3: 57,404 shares; 2025Q4: 55,011 shares; 2026Q1: 58,238 shares 58,238 $4.14M 0.01% +3,227 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 16,674 shares; 2025Q1: 16,795 shares; 2025Q2: 12,012 shares; 2025Q3: 14,355 shares; 2025Q4: 36,940 shares; 2026Q1: 46,162 shares 46,162 $4.14M 0.01% +9,222 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 18,673 shares; 2025Q1: 14,306 shares; 2025Q2: 15,665 shares; 2025Q3: 30,499 shares; 2025Q4: 68,186 shares; 2026Q1: 54,011 shares 54,011 $4.13M 0.01% -14,175 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,122 shares; 2024Q4: 69,047 shares; 2025Q1: 93,157 shares; 2025Q2: 107,983 shares; 2025Q3: 98,897 shares; 2025Q4: 88,621 shares; 2026Q1: 86,848 shares 86,848 $4.11M 0.01% -1,773 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,509 shares; 2024Q4: not reported; 2025Q1: 92,775 shares; 2025Q2: 159,619 shares; 2025Q3: 116,908 shares; 2025Q4: 47,120 shares; 2026Q1: 47,329 shares 47,329 $4.11M 0.01% +209 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,038 shares; 2025Q4: 71,008 shares; 2026Q1: 70,780 shares 70,780 $4.1M 0.01% -228 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: 113,650 shares; 2024Q4: 87,131 shares; 2025Q1: 64,842 shares; 2025Q2: 115,225 shares; 2025Q3: 87,996 shares; 2025Q4: 81,805 shares; 2026Q1: 50,886 shares 50,886 $4.1M 0.01% -30,919 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206,320 shares; 2024Q4: 1,234,404 shares; 2025Q1: 1,169,399 shares; 2025Q2: 1,130,838 shares; 2025Q3: 1,129,012 shares; 2025Q4: 277,449 shares; 2026Q1: 270,855 shares 270,855 $4.07M 0.01% -6,594 Timeline IAK 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: 20,300 shares; 2024Q4: 15,860 shares; 2025Q1: 13,775 shares; 2025Q2: 22,049 shares; 2025Q3: 32,398 shares; 2025Q4: 32,446 shares; 2026Q1: 31,650 shares 31,650 $4.06M 0.01% -796 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,498 shares; 2024Q4: 20,906 shares; 2025Q1: 20,163 shares; 2025Q2: 26,145 shares; 2025Q3: 23,849 shares; 2025Q4: 23,942 shares; 2026Q1: 36,659 shares 36,659 $4.06M 0.01% +12,717 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: 42,793 shares; 2024Q4: 43,095 shares; 2025Q1: 42,861 shares; 2025Q2: 42,565 shares; 2025Q3: 49,309 shares; 2025Q4: 51,173 shares; 2026Q1: 50,558 shares 50,558 $4.05M 0.01% -615 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,323 shares; 2024Q4: 79,374 shares; 2025Q1: 73,340 shares; 2025Q2: 73,030 shares; 2025Q3: 65,630 shares; 2025Q4: 73,881 shares; 2026Q1: 83,522 shares 83,522 $4.04M 0.01% +9,641 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,046 shares 109,046 $4.04M 0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,154 shares; 2025Q1: 14,614 shares; 2025Q2: 14,056 shares; 2025Q3: 13,408 shares; 2025Q4: 13,095 shares; 2026Q1: 57,158 shares 57,158 $4.02M 0.01% +44,063 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,421 shares; 2024Q4: 13,121 shares; 2025Q1: 12,899 shares; 2025Q2: 12,363 shares; 2025Q3: 26,465 shares; 2025Q4: 26,080 shares; 2026Q1: 26,579 shares 26,579 $4.02M 0.01% +499 Timeline BBCA 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: 82,251 shares; 2024Q4: 79,796 shares; 2025Q1: 76,583 shares; 2025Q2: 42,123 shares; 2025Q3: 42,637 shares; 2025Q4: 42,336 shares; 2026Q1: 42,635 shares 42,635 $4.01M 0.01% +299 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 25,529 shares; 2025Q1: 25,647 shares; 2025Q2: 35,129 shares; 2025Q3: 36,939 shares; 2025Q4: 36,275 shares; 2026Q1: 44,267 shares 44,267 $4M 0.01% +7,992 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,544 shares; 2024Q4: 88,908 shares; 2025Q1: 83,433 shares; 2025Q2: 57,042 shares; 2025Q3: 54,049 shares; 2025Q4: 17,587 shares; 2026Q1: 14,329 shares 14,329 $3.98M 0.01% -3,258 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,064 shares; 2024Q4: 313,211 shares; 2025Q1: 307,854 shares; 2025Q2: 303,914 shares; 2025Q3: 318,349 shares; 2025Q4: 322,099 shares; 2026Q1: 327,479 shares 327,479 $3.98M 0.01% +5,380 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: 96,182 shares; 2024Q4: 79,227 shares; 2025Q1: 83,095 shares; 2025Q2: 95,387 shares; 2025Q3: 98,568 shares; 2025Q4: 92,596 shares; 2026Q1: 81,435 shares 81,435 $3.98M 0.01% -11,161 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,930 shares; 2025Q4: 143,722 shares; 2026Q1: 199,613 shares 199,613 $3.98M 0.01% +55,891 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,045 shares; 2024Q4: 14,286 shares; 2025Q1: 13,838 shares; 2025Q2: 13,890 shares; 2025Q3: 18,463 shares; 2025Q4: 16,541 shares; 2026Q1: 16,078 shares 16,078 $3.97M 0.01% -463 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,251 shares; 2025Q1: 41,908 shares; 2025Q2: 48,202 shares; 2025Q3: 56,298 shares; 2025Q4: 62,962 shares; 2026Q1: 102,855 shares 102,855 $3.97M 0.01% +39,893 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: 74,434 shares; 2024Q4: 73,852 shares; 2025Q1: 80,229 shares; 2025Q2: 72,210 shares; 2025Q3: 69,433 shares; 2025Q4: 67,978 shares; 2026Q1: 91,871 shares 91,871 $3.96M 0.01% +23,893 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,705 shares; 2024Q4: 142,068 shares; 2025Q1: 115,404 shares; 2025Q2: 94,995 shares; 2025Q3: 84,420 shares; 2025Q4: 121,247 shares; 2026Q1: 137,834 shares 137,834 $3.96M 0.01% +16,587 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,664 shares; 2024Q4: 46,327 shares; 2025Q1: 47,805 shares; 2025Q2: 47,656 shares; 2025Q3: 48,979 shares; 2025Q4: 49,148 shares; 2026Q1: 50,026 shares 50,026 $3.94M 0.01% +878 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,997 shares; 2024Q4: 194,215 shares; 2025Q1: 189,827 shares; 2025Q2: 185,539 shares; 2025Q3: 174,662 shares; 2025Q4: 151,301 shares; 2026Q1: 112,062 shares 112,062 $3.94M 0.01% -39,239 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,997 shares; 2024Q4: 375,229 shares; 2025Q1: 382,023 shares; 2025Q2: 388,746 shares; 2025Q3: 410,423 shares; 2025Q4: 400,153 shares; 2026Q1: 381,823 shares 381,823 $3.93M 0.01% -18,330 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,582 shares; 2024Q4: 76,194 shares; 2025Q1: 40,255 shares; 2025Q2: 231,390 shares; 2025Q3: 211,243 shares; 2025Q4: 107,597 shares; 2026Q1: 92,829 shares 92,829 $3.93M 0.01% -14,768 Timeline CGSM 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: 83,007 shares; 2024Q4: 86,354 shares; 2025Q1: 89,745 shares; 2025Q2: 73,857 shares; 2025Q3: 79,071 shares; 2025Q4: 101,711 shares; 2026Q1: 149,372 shares 149,372 $3.92M 0.01% +47,661 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,925 shares; 2024Q4: 52,833 shares; 2025Q1: 53,304 shares; 2025Q2: 53,477 shares; 2025Q3: 41,993 shares; 2025Q4: 41,709 shares; 2026Q1: 41,356 shares 41,356 $3.92M 0.01% -353 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,369 shares; 2025Q1: 11,169 shares; 2025Q2: 12,303 shares; 2025Q3: 15,802 shares; 2025Q4: 153,418 shares; 2026Q1: 153,796 shares 153,796 $3.92M 0.01% +378 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: 8,526 shares; 2025Q1: 442,812 shares; 2025Q2: 13,329 shares; 2025Q3: 13,763 shares; 2025Q4: 32,974 shares; 2026Q1: 168,018 shares 168,018 $3.92M 0.01% +135,044 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,454 shares; 2025Q4: 60,367 shares; 2026Q1: 59,629 shares 59,629 $3.92M 0.01% -738 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,394 shares; 2024Q4: 50,078 shares; 2025Q1: 48,384 shares; 2025Q2: 46,399 shares; 2025Q3: 42,982 shares; 2025Q4: 35,169 shares; 2026Q1: 37,817 shares 37,817 $3.91M 0.01% +2,648 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: 128,558 shares; 2024Q4: 148,586 shares; 2025Q1: 174,265 shares; 2025Q2: 142,516 shares; 2025Q3: 141,523 shares; 2025Q4: 159,395 shares; 2026Q1: 155,687 shares 155,687 $3.91M 0.01% -3,708 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 17,056 shares; 2025Q1: 16,586 shares; 2025Q2: 24,347 shares; 2025Q3: 25,086 shares; 2025Q4: 27,512 shares; 2026Q1: 28,510 shares 28,510 $3.91M 0.01% +998 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 62,679 shares; 2025Q1: 54,654 shares; 2025Q2: 50,869 shares; 2025Q3: 69,202 shares; 2025Q4: 44,311 shares; 2026Q1: 42,461 shares 42,461 $3.91M 0.01% -1,850 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,435 shares; 2025Q1: 8,309 shares; 2025Q2: 8,011 shares; 2025Q3: 67,114 shares; 2025Q4: 58,906 shares; 2026Q1: 59,743 shares 59,743 $3.9M 0.01% +837 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,123 shares; 2024Q4: not reported; 2025Q1: 25,369 shares; 2025Q2: 24,725 shares; 2025Q3: 24,256 shares; 2025Q4: 22,974 shares; 2026Q1: 22,179 shares 22,179 $3.9M 0.01% -795 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,808 shares; 2025Q4: 92,239 shares; 2026Q1: 91,608 shares 91,608 $3.88M 0.01% -631 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,987 shares; 2024Q4: 124,300 shares; 2025Q1: 139,535 shares; 2025Q2: 131,839 shares; 2025Q3: 117,892 shares; 2025Q4: 100,686 shares; 2026Q1: 98,980 shares 98,980 $3.88M 0.01% -1,706 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: 7,156 shares; 2024Q4: 6,795 shares; 2025Q1: 10,120 shares; 2025Q2: 9,168 shares; 2025Q3: 9,731 shares; 2025Q4: 5,193 shares; 2026Q1: 22,479 shares 22,479 $3.85M 0.01% +17,286 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 25,090 shares; 2025Q1: 39,652 shares; 2025Q2: 55,482 shares; 2025Q3: 63,773 shares; 2025Q4: 68,903 shares; 2026Q1: 70,070 shares 70,070 $3.85M 0.01% +1,167 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,232 shares; 2025Q1: 58,946 shares; 2025Q2: 55,883 shares; 2025Q3: 65,019 shares; 2025Q4: 67,753 shares; 2026Q1: 78,289 shares 78,289 $3.82M 0.01% +10,536 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,337 shares; 2024Q4: 21,895 shares; 2025Q1: 20,206 shares; 2025Q2: 19,419 shares; 2025Q3: 19,452 shares; 2025Q4: 19,469 shares; 2026Q1: 18,749 shares 18,749 $3.82M 0.01% -720 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 567 shares; 2025Q1: 3,575 shares; 2025Q2: 3,529 shares; 2025Q3: 3,564 shares; 2025Q4: 3,511 shares; 2026Q1: 3,605 shares 3,605 $3.81M 0.01% +94 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: 51,601 shares; 2024Q4: 54,626 shares; 2025Q1: 41,371 shares; 2025Q2: 40,393 shares; 2025Q3: 33,779 shares; 2025Q4: 61,305 shares; 2026Q1: 78,951 shares 78,951 $3.81M 0.01% +17,646 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 23,917 shares; 2025Q1: 23,052 shares; 2025Q2: 47,849 shares; 2025Q3: 51,543 shares; 2025Q4: 69,323 shares; 2026Q1: 76,036 shares 76,036 $3.8M 0.01% +6,713 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,801 shares; 2024Q4: 132,749 shares; 2025Q1: 276,845 shares; 2025Q2: 264,827 shares; 2025Q3: 251,052 shares; 2025Q4: 224,913 shares; 2026Q1: 206,551 shares 206,551 $3.8M 0.01% -18,362 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,361 shares; 2025Q1: 9,024 shares; 2025Q2: 8,819 shares; 2025Q3: 38,963 shares; 2025Q4: 48,915 shares; 2026Q1: 55,298 shares 55,298 $3.79M 0.01% +6,383 Timeline MOTI 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: 207,341 shares; 2024Q4: 107,019 shares; 2025Q1: 107,214 shares; 2025Q2: 106,185 shares; 2025Q3: 108,135 shares; 2025Q4: 107,904 shares; 2026Q1: 110,871 shares 110,871 $3.79M 0.01% +2,967 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,382 shares; 2024Q4: 175,020 shares; 2025Q1: 189,631 shares; 2025Q2: 189,213 shares; 2025Q3: 210,118 shares; 2025Q4: 211,932 shares; 2026Q1: 221,042 shares 221,042 $3.78M 0.01% +9,110 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,493 shares; 2024Q4: 32,802 shares; 2025Q1: 34,453 shares; 2025Q2: 33,824 shares; 2025Q3: 74,785 shares; 2025Q4: 76,537 shares; 2026Q1: 86,328 shares 86,328 $3.78M 0.01% +9,791 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,313 shares; 2024Q4: 28,929 shares; 2025Q1: 36,366 shares; 2025Q2: 39,965 shares; 2025Q3: 34,654 shares; 2025Q4: 40,062 shares; 2026Q1: 41,667 shares 41,667 $3.77M 0.01% +1,605 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,846 shares; 2024Q4: 35,095 shares; 2025Q1: 34,280 shares; 2025Q2: 33,751 shares; 2025Q3: 33,951 shares; 2025Q4: 33,964 shares; 2026Q1: 26,040 shares 26,040 $3.77M 0.01% -7,924 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390,802 shares; 2025Q2: 73,049 shares; 2025Q3: 76,325 shares; 2025Q4: 74,220 shares; 2026Q1: 95,391 shares 95,391 $3.77M 0.01% +21,171 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,808 shares; 2024Q4: 20,409 shares; 2025Q1: 16,093 shares; 2025Q2: 13,369 shares; 2025Q3: 16,345 shares; 2025Q4: 18,068 shares; 2026Q1: 20,517 shares 20,517 $3.76M 0.01% +2,449 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: 47,983 shares; 2024Q4: 47,107 shares; 2025Q1: 59,899 shares; 2025Q2: 60,295 shares; 2025Q3: 61,470 shares; 2025Q4: 66,241 shares; 2026Q1: 73,297 shares 73,297 $3.75M 0.01% +7,056 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 10,674 shares; 2025Q1: 10,490 shares; 2025Q2: 9,969 shares; 2025Q3: 9,155 shares; 2025Q4: 8,779 shares; 2026Q1: 10,957 shares 10,957 $3.75M 0.01% +2,178 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,063 shares; 2024Q4: 35,626 shares; 2025Q1: 30,915 shares; 2025Q2: 31,110 shares; 2025Q3: 38,885 shares; 2025Q4: 57,524 shares; 2026Q1: 74,402 shares 74,402 $3.75M 0.01% +16,878 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,597 shares; 2024Q4: 180,552 shares; 2025Q1: 170,422 shares; 2025Q2: 169,718 shares; 2025Q3: 183,044 shares; 2025Q4: 182,907 shares; 2026Q1: 186,038 shares 186,038 $3.74M 0.01% +3,131 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,466 shares; 2024Q4: 42,050 shares; 2025Q1: 34,372 shares; 2025Q2: 36,039 shares; 2025Q3: 36,075 shares; 2025Q4: 35,688 shares; 2026Q1: 50,783 shares 50,783 $3.73M 0.01% +15,095 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,050 shares; 2024Q4: 120,607 shares; 2025Q1: 133,595 shares; 2025Q2: 134,320 shares; 2025Q3: 135,745 shares; 2025Q4: 116,069 shares; 2026Q1: 188,443 shares 188,443 $3.72M 0.01% +72,374 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,908 shares; 2024Q4: 51,144 shares; 2025Q1: 50,092 shares; 2025Q2: 61,617 shares; 2025Q3: 79,991 shares; 2025Q4: 109,137 shares; 2026Q1: 120,383 shares 120,383 $3.71M 0.01% +11,246 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,277 shares; 2024Q4: 156,736 shares; 2025Q1: 219,773 shares; 2025Q2: 253,545 shares; 2025Q3: 299,140 shares; 2025Q4: 241,963 shares; 2026Q1: 51,549 shares 51,549 $3.7M 0.01% -190,414 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,183 shares; 2025Q1: 4,616 shares; 2025Q2: 103,360 shares; 2025Q3: 93,451 shares; 2025Q4: 22,560 shares; 2026Q1: 37,238 shares 37,238 $3.7M 0.01% +14,678 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: 42,948 shares 42,948 $3.7M 0.01% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,129 shares; 2024Q4: 10,592 shares; 2025Q1: 58,790 shares; 2025Q2: 85,670 shares; 2025Q3: 86,315 shares; 2025Q4: 71,111 shares; 2026Q1: 69,923 shares 69,923 $3.69M 0.01% -1,188 Timeline JPLD 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: 7,039 shares; 2025Q3: 15,617 shares; 2025Q4: 35,592 shares; 2026Q1: 70,126 shares 70,126 $3.66M 0.01% +34,534 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,632 shares; 2024Q4: 152,449 shares; 2025Q1: 155,593 shares; 2025Q2: 156,361 shares; 2025Q3: 159,374 shares; 2025Q4: 189,898 shares; 2026Q1: 205,248 shares 205,248 $3.65M 0.01% +15,350 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 3,930 shares; 2026Q1: 5,731 shares 5,731 $3.64M 0.01% +1,801 Timeline