FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 14,971 shares; 2025Q1: 14,831 shares; 2025Q2: 14,816 shares; 2025Q3: 14,992 shares; 2025Q4: 14,790 shares; 2026Q1: 29,207 shares 29,207 $1.31M <0.01% +14,417 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 30,762 shares; 2025Q4: 30,406 shares; 2026Q1: 31,145 shares 31,145 $1.31M <0.01% +739 Timeline PFLD 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: 57,077 shares; 2024Q4: 85,355 shares; 2025Q1: 85,400 shares; 2025Q2: 89,316 shares; 2025Q3: 88,631 shares; 2025Q4: 79,942 shares; 2026Q1: 67,398 shares 67,398 $1.3M <0.01% -12,544 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,540 shares; 2026Q1: 50,871 shares 50,871 $1.3M <0.01% +24,331 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,088 shares; 2024Q4: 68,807 shares; 2025Q1: 88,448 shares; 2025Q2: 65,085 shares; 2025Q3: 14,168 shares; 2025Q4: 25,295 shares; 2026Q1: 20,812 shares 20,812 $1.3M <0.01% -4,483 Timeline OPRA OPERA LTD More: the full row for OPERA 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: 22,467 shares; 2025Q4: 91,016 shares; 2026Q1: 90,817 shares 90,817 $1.29M <0.01% -199 Timeline FLLA 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: 45,708 shares 45,708 $1.29M <0.01% new Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY 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: 31,350 shares; 2025Q4: 41,200 shares; 2026Q1: 158,850 shares 158,850 $1.29M <0.01% +117,650 Timeline ICF 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: 21,803 shares; 2024Q4: 21,524 shares; 2025Q1: 21,696 shares; 2025Q2: 21,740 shares; 2025Q3: 21,556 shares; 2025Q4: 21,165 shares; 2026Q1: 20,838 shares 20,838 $1.29M <0.01% -327 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 60,583 shares; 2025Q1: 64,231 shares; 2025Q2: 68,221 shares; 2025Q3: 67,282 shares; 2025Q4: 63,633 shares; 2026Q1: 61,007 shares 61,007 $1.29M <0.01% -2,626 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,332 shares 16,332 $1.29M <0.01% new Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS 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: 32,976 shares; 2025Q4: 32,625 shares; 2026Q1: 33,520 shares 33,520 $1.29M <0.01% +895 Timeline DJD 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: 30,570 shares; 2024Q4: 30,533 shares; 2025Q1: 30,507 shares; 2025Q2: 29,038 shares; 2025Q3: 23,560 shares; 2025Q4: 21,524 shares; 2026Q1: 21,478 shares 21,478 $1.28M <0.01% -46 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,945 shares; 2024Q4: 44,800 shares; 2025Q1: 47,445 shares; 2025Q2: 48,380 shares; 2025Q3: 52,880 shares; 2025Q4: 50,391 shares; 2026Q1: 52,167 shares 52,167 $1.28M <0.01% +1,776 Timeline EWJV 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: 9,446 shares; 2025Q3: 19,678 shares; 2025Q4: 24,755 shares; 2026Q1: 29,964 shares 29,964 $1.28M <0.01% +5,209 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,184 shares; 2024Q4: 27,679 shares; 2025Q1: 30,773 shares; 2025Q2: 22,498 shares; 2025Q3: 22,948 shares; 2025Q4: 20,585 shares; 2026Q1: 28,600 shares 28,600 $1.28M <0.01% +8,015 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,755 shares; 2024Q4: not reported; 2025Q1: 142,350 shares; 2025Q2: 133,951 shares; 2025Q3: 131,514 shares; 2025Q4: 120,152 shares; 2026Q1: 117,183 shares 117,183 $1.28M <0.01% -2,969 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 10,551 shares; 2025Q1: 10,362 shares; 2025Q2: 11,498 shares; 2025Q3: 15,728 shares; 2025Q4: 19,828 shares; 2026Q1: 33,920 shares 33,920 $1.27M <0.01% +14,092 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 89,641 shares; 2026Q1: 149,471 shares 149,471 $1.27M <0.01% +59,830 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,848 shares; 2024Q4: 6,527 shares; 2025Q1: 8,779 shares; 2025Q2: 7,445 shares; 2025Q3: 4,148 shares; 2025Q4: 4,090 shares; 2026Q1: 4,166 shares 4,166 $1.27M <0.01% +76 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696,088 shares; 2024Q4: 664,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 563,954 shares; 2025Q4: 633,898 shares; 2026Q1: 523,663 shares 523,663 $1.27M <0.01% -110,235 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,067 shares; 2025Q2: 13,371 shares; 2025Q3: 17,405 shares; 2025Q4: 18,951 shares; 2026Q1: 19,105 shares 19,105 $1.26M <0.01% +154 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 18,218 shares; 2025Q1: 24,806 shares; 2025Q2: 20,714 shares; 2025Q3: 20,560 shares; 2025Q4: 17,046 shares; 2026Q1: 30,684 shares 30,684 $1.26M <0.01% +13,638 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,830 shares; 2024Q4: 31,545 shares; 2025Q1: 26,292 shares; 2025Q2: 31,608 shares; 2025Q3: 26,818 shares; 2025Q4: 22,021 shares; 2026Q1: 18,637 shares 18,637 $1.25M <0.01% -3,384 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,269 shares; 2024Q4: 14,403 shares; 2025Q1: 12,773 shares; 2025Q2: 12,874 shares; 2025Q3: 10,607 shares; 2025Q4: 10,838 shares; 2026Q1: 10,493 shares 10,493 $1.25M <0.01% -345 Timeline DJIA 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: 29,513 shares; 2024Q4: 29,513 shares; 2025Q1: 29,180 shares; 2025Q2: 28,523 shares; 2025Q3: 28,498 shares; 2025Q4: 33,924 shares; 2026Q1: 59,583 shares 59,583 $1.25M <0.01% +25,659 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,430 shares; 2025Q1: 97,488 shares; 2025Q2: 198,740 shares; 2025Q3: 54,394 shares; 2025Q4: 54,095 shares; 2026Q1: 60,188 shares 60,188 $1.25M <0.01% +6,093 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,733 shares; 2026Q1: 6,734 shares 6,734 $1.25M <0.01% +1 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,172 shares; 2024Q4: 23,423 shares; 2025Q1: 18,558 shares; 2025Q2: 22,162 shares; 2025Q3: 47,102 shares; 2025Q4: 63,802 shares; 2026Q1: 26,577 shares 26,577 $1.25M <0.01% -37,225 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 5,274 shares; 2025Q1: 2,862 shares; 2025Q2: 2,868 shares; 2025Q3: 2,872 shares; 2025Q4: 2,767 shares; 2026Q1: 3,619 shares 3,619 $1.25M <0.01% +852 Timeline KJAN 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: 44,744 shares; 2024Q4: 24,044 shares; 2025Q1: 25,057 shares; 2025Q2: 21,842 shares; 2025Q3: 20,290 shares; 2025Q4: 18,265 shares; 2026Q1: 29,765 shares 29,765 $1.24M <0.01% +11,500 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,000 shares; 2024Q4: 380,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,702 shares; 2025Q4: 463,852 shares; 2026Q1: 491,430 shares 491,430 $1.23M <0.01% +27,578 Timeline PAPI 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: 26,322 shares; 2025Q3: 35,410 shares; 2025Q4: 72,156 shares; 2026Q1: 45,047 shares 45,047 $1.23M <0.01% -27,109 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,114 shares; 2024Q4: 60,220 shares; 2025Q1: 90,308 shares; 2025Q2: 85,434 shares; 2025Q3: 77,079 shares; 2025Q4: 79,453 shares; 2026Q1: 81,341 shares 81,341 $1.22M <0.01% +1,888 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,780 shares; 2024Q4: 22,546 shares; 2025Q1: 13,465 shares; 2025Q2: 13,884 shares; 2025Q3: 18,767 shares; 2025Q4: 15,262 shares; 2026Q1: 20,261 shares 20,261 $1.22M <0.01% +4,999 Timeline FAAR 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: 9,606 shares; 2024Q4: 14,345 shares; 2025Q1: 20,976 shares; 2025Q2: 23,548 shares; 2025Q3: 27,144 shares; 2025Q4: 29,656 shares; 2026Q1: 36,140 shares 36,140 $1.22M <0.01% +6,484 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,384 shares; 2024Q4: 55,317 shares; 2025Q1: 58,049 shares; 2025Q2: 61,196 shares; 2025Q3: 58,208 shares; 2025Q4: 58,195 shares; 2026Q1: 53,374 shares 53,374 $1.22M <0.01% -4,821 Timeline EQAL 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: 15,189 shares; 2024Q4: 16,774 shares; 2025Q1: 18,892 shares; 2025Q2: 22,869 shares; 2025Q3: 22,758 shares; 2025Q4: 22,206 shares; 2026Q1: 22,082 shares 22,082 $1.22M <0.01% -124 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 15,658 shares; 2025Q1: 14,763 shares; 2025Q2: 17,015 shares; 2025Q3: 18,337 shares; 2025Q4: 22,837 shares; 2026Q1: 23,021 shares 23,021 $1.22M <0.01% +184 Timeline SBND 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: 17,524 shares; 2024Q4: 31,553 shares; 2025Q1: 46,270 shares; 2025Q2: 49,454 shares; 2025Q3: 48,720 shares; 2025Q4: 62,545 shares; 2026Q1: 64,685 shares 64,685 $1.22M <0.01% +2,140 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,337 shares; 2024Q4: 78,151 shares; 2025Q1: 100,505 shares; 2025Q2: 88,697 shares; 2025Q3: 96,003 shares; 2025Q4: 94,401 shares; 2026Q1: 39,760 shares 39,760 $1.21M <0.01% -54,641 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,644 shares; 2024Q4: 52,364 shares; 2025Q1: 54,754 shares; 2025Q2: 54,247 shares; 2025Q3: 52,576 shares; 2025Q4: 51,924 shares; 2026Q1: 55,421 shares 55,421 $1.21M <0.01% +3,497 Timeline IAT 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: 24,498 shares; 2025Q1: 21,326 shares; 2025Q2: 20,823 shares; 2025Q3: 24,960 shares; 2025Q4: 23,300 shares; 2026Q1: 22,506 shares 22,506 $1.21M <0.01% -794 Timeline VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS 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: 175,541 shares; 2026Q1: 175,004 shares 175,004 $1.21M <0.01% -537 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,332 shares; 2024Q4: 32,787 shares; 2025Q1: 35,074 shares; 2025Q2: 38,475 shares; 2025Q3: 38,809 shares; 2025Q4: 32,655 shares; 2026Q1: 31,374 shares 31,374 $1.21M <0.01% -1,281 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 37,791 shares; 2025Q2: 35,513 shares; 2025Q3: 35,493 shares; 2025Q4: 35,137 shares; 2026Q1: 29,761 shares 29,761 $1.21M <0.01% -5,376 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,409 shares; 2025Q4: 17,409 shares; 2026Q1: 17,709 shares 17,709 $1.21M <0.01% +300 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,403 shares; 2025Q1: 7,261 shares; 2025Q2: 6,312 shares; 2025Q3: 4,852 shares; 2025Q4: 5,462 shares; 2026Q1: 5,452 shares 5,452 $1.21M <0.01% -10 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 18,600 shares; 2025Q1: 22,706 shares; 2025Q2: 18,474 shares; 2025Q3: 18,606 shares; 2025Q4: 12,950 shares; 2026Q1: 14,987 shares 14,987 $1.21M <0.01% +2,037 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,043 shares; 2024Q4: 25,470 shares; 2025Q1: 8,390 shares; 2025Q2: 18,714 shares; 2025Q3: 13,795 shares; 2025Q4: 18,246 shares; 2026Q1: 16,680 shares 16,680 $1.2M <0.01% -1,566 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,624 shares; 2024Q4: 71,254 shares; 2025Q1: 62,951 shares; 2025Q2: 51,756 shares; 2025Q3: 29,129 shares; 2025Q4: 26,262 shares; 2026Q1: 96,963 shares 96,963 $1.2M <0.01% +70,701 Timeline OUSM 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: 14,377 shares; 2024Q4: 26,262 shares; 2025Q1: 28,371 shares; 2025Q2: 26,407 shares; 2025Q3: 26,656 shares; 2025Q4: 26,621 shares; 2026Q1: 27,323 shares 27,323 $1.2M <0.01% +702 Timeline BSTZ 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: 48,314 shares; 2024Q4: 48,563 shares; 2025Q1: 46,136 shares; 2025Q2: 49,271 shares; 2025Q3: 52,072 shares; 2025Q4: 57,370 shares; 2026Q1: 53,737 shares 53,737 $1.19M <0.01% -3,633 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,571 shares; 2024Q4: not reported; 2025Q1: 25,979 shares; 2025Q2: 24,062 shares; 2025Q3: 24,412 shares; 2025Q4: 23,441 shares; 2026Q1: 18,553 shares 18,553 $1.19M <0.01% -4,888 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,655 shares; 2026Q1: 42,708 shares 42,708 $1.19M <0.01% +53 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 36,825 shares; 2025Q3: 37,589 shares; 2025Q4: 36,274 shares; 2026Q1: 35,925 shares 35,925 $1.18M <0.01% -349 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,900 shares; 2024Q4: 129,458 shares; 2025Q1: 139,235 shares; 2025Q2: 196,199 shares; 2025Q3: 200,140 shares; 2025Q4: 203,593 shares; 2026Q1: 213,043 shares 213,043 $1.17M <0.01% +9,450 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,232 shares; 2024Q4: not reported; 2025Q1: 78,790 shares; 2025Q2: 80,301 shares; 2025Q3: 81,396 shares; 2025Q4: 78,051 shares; 2026Q1: 98,463 shares 98,463 $1.17M <0.01% +20,412 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,300 shares; 2024Q4: 55,691 shares; 2025Q1: 54,277 shares; 2025Q2: 61,440 shares; 2025Q3: 73,657 shares; 2025Q4: 71,685 shares; 2026Q1: 68,662 shares 68,662 $1.17M <0.01% -3,023 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 47,175 shares; 2025Q1: 40,631 shares; 2025Q2: 39,406 shares; 2025Q3: 39,408 shares; 2025Q4: 38,404 shares; 2026Q1: 38,404 shares 38,404 $1.17M <0.01% 0 BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,000 shares; 2025Q1: 38,678 shares; 2025Q2: 36,335 shares; 2025Q3: 36,395 shares; 2025Q4: 36,744 shares; 2026Q1: 44,343 shares 44,343 $1.17M <0.01% +7,599 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,860 shares; 2024Q4: 32,663 shares; 2025Q1: 32,917 shares; 2025Q2: 32,539 shares; 2025Q3: 33,837 shares; 2025Q4: 29,018 shares; 2026Q1: 32,082 shares 32,082 $1.17M <0.01% +3,064 Timeline BAPR 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: 24,559 shares; 2024Q4: 22,765 shares; 2025Q1: 24,572 shares; 2025Q2: 23,046 shares; 2025Q3: 22,654 shares; 2025Q4: 23,280 shares; 2026Q1: 23,765 shares 23,765 $1.16M <0.01% +485 Timeline FVC 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: 28,313 shares; 2024Q4: 27,315 shares; 2025Q1: 27,224 shares; 2025Q2: 48,059 shares; 2025Q3: 44,451 shares; 2025Q4: 34,687 shares; 2026Q1: 33,382 shares 33,382 $1.16M <0.01% -1,305 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: not reported; 2025Q1: 61,414 shares; 2025Q2: 44,011 shares; 2025Q3: 19,289 shares; 2025Q4: 16,720 shares; 2026Q1: 30,700 shares 30,700 $1.16M <0.01% +13,980 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,956 shares; 2025Q1: 2,730 shares; 2025Q2: 2,428 shares; 2025Q3: 6,821 shares; 2025Q4: 9,245 shares; 2026Q1: 6,839 shares 6,839 $1.16M <0.01% -2,406 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 12,155 shares; 2025Q1: 23,759 shares; 2025Q2: 33,733 shares; 2025Q3: 32,645 shares; 2025Q4: 31,288 shares; 2026Q1: 31,529 shares 31,529 $1.15M <0.01% +241 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,622 shares; 2025Q1: 2,367 shares; 2025Q2: 2,092 shares; 2025Q3: 2,096 shares; 2025Q4: 2,097 shares; 2026Q1: 3,544 shares 3,544 $1.15M <0.01% +1,447 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 14,629 shares; 2025Q1: 18,362 shares; 2025Q2: 19,218 shares; 2025Q3: 19,218 shares; 2025Q4: 19,069 shares; 2026Q1: 23,785 shares 23,785 $1.15M <0.01% +4,716 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,533 shares; 2024Q4: 93,453 shares; 2025Q1: 107,040 shares; 2025Q2: 132,764 shares; 2025Q3: 137,581 shares; 2025Q4: 125,680 shares; 2026Q1: 138,639 shares 138,639 $1.15M <0.01% +12,959 Timeline RIGS 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: 37,966 shares; 2024Q4: 40,077 shares; 2025Q1: 41,703 shares; 2025Q2: 44,615 shares; 2025Q3: 40,575 shares; 2025Q4: 46,828 shares; 2026Q1: 50,378 shares 50,378 $1.15M <0.01% +3,550 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,691 shares; 2025Q1: 11,402 shares; 2025Q2: 11,452 shares; 2025Q3: 11,936 shares; 2025Q4: 12,122 shares; 2026Q1: 12,254 shares 12,254 $1.15M <0.01% +132 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,955 shares; 2024Q4: 30,967 shares; 2025Q1: 30,580 shares; 2025Q2: 30,429 shares; 2025Q3: 30,645 shares; 2025Q4: 31,431 shares; 2026Q1: 33,620 shares 33,620 $1.15M <0.01% +2,189 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,189 shares; 2025Q4: 3,718 shares; 2026Q1: 3,867 shares 3,867 $1.14M <0.01% +149 Timeline RWJ 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: 22,082 shares; 2024Q4: 35,503 shares; 2025Q1: 34,601 shares; 2025Q2: 34,148 shares; 2025Q3: 21,753 shares; 2025Q4: 22,081 shares; 2026Q1: 22,584 shares 22,584 $1.14M <0.01% +503 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,399 shares; 2024Q4: 33,296 shares; 2025Q1: 37,778 shares; 2025Q2: 29,457 shares; 2025Q3: 26,147 shares; 2025Q4: 15,092 shares; 2026Q1: 26,558 shares 26,558 $1.14M <0.01% +11,466 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 5,733 shares; 2025Q1: 5,952 shares; 2025Q2: 6,360 shares; 2025Q3: 6,406 shares; 2025Q4: 8,801 shares; 2026Q1: 8,685 shares 8,685 $1.14M <0.01% -116 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,196 shares; 2024Q4: 35,356 shares; 2025Q1: 52,103 shares; 2025Q2: 63,830 shares; 2025Q3: 78,620 shares; 2025Q4: 79,747 shares; 2026Q1: 83,904 shares 83,904 $1.14M <0.01% +4,157 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,851 shares; 2025Q3: 38,442 shares; 2025Q4: 38,029 shares; 2026Q1: 37,565 shares 37,565 $1.14M <0.01% -464 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 26,467 shares; 2025Q1: 46,460 shares; 2025Q2: 51,118 shares; 2025Q3: 10,885 shares; 2025Q4: 17,481 shares; 2026Q1: 26,763 shares 26,763 $1.14M <0.01% +9,282 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 24,389 shares; 2025Q1: 12,289 shares; 2025Q2: 22,528 shares; 2025Q3: 18,068 shares; 2025Q4: 18,592 shares; 2026Q1: 18,719 shares 18,719 $1.14M <0.01% +127 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,734 shares; 2024Q4: 15,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,196 shares; 2025Q4: 21,709 shares; 2026Q1: 21,124 shares 21,124 $1.13M <0.01% -585 Timeline PFFA 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: 40,626 shares; 2024Q4: 44,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,211 shares; 2025Q4: 54,536 shares; 2026Q1: 55,534 shares 55,534 $1.13M <0.01% +998 Timeline QJUN 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: 59,898 shares; 2024Q4: 43,998 shares; 2025Q1: 39,365 shares; 2025Q2: 39,365 shares; 2025Q3: 41,465 shares; 2025Q4: 36,865 shares; 2026Q1: 36,065 shares 36,065 $1.13M <0.01% -800 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,063 shares 15,063 $1.12M <0.01% new Timeline KBWB 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: 10,446 shares; 2024Q4: 13,747 shares; 2025Q1: 13,797 shares; 2025Q2: 14,086 shares; 2025Q3: 13,949 shares; 2025Q4: 14,262 shares; 2026Q1: 14,209 shares 14,209 $1.12M <0.01% -53 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,227 shares; 2024Q4: 252,866 shares; 2025Q1: 259,719 shares; 2025Q2: 81,547 shares; 2025Q3: 94,129 shares; 2025Q4: 50,827 shares; 2026Q1: 51,855 shares 51,855 $1.12M <0.01% +1,028 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,815 shares; 2024Q4: 34,523 shares; 2025Q1: 35,834 shares; 2025Q2: 35,375 shares; 2025Q3: 10,720 shares; 2025Q4: 38,091 shares; 2026Q1: 38,299 shares 38,299 $1.12M <0.01% +208 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 357 shares; 2025Q1: 413 shares; 2025Q2: 446 shares; 2025Q3: 462 shares; 2025Q4: 482 shares; 2026Q1: 510 shares 510 $1.12M <0.01% +28 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 17,250 shares; 2025Q1: 17,100 shares; 2025Q2: 18,265 shares; 2025Q3: 18,220 shares; 2025Q4: 20,993 shares; 2026Q1: 24,972 shares 24,972 $1.12M <0.01% +3,979 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: 13,100 shares; 2025Q1: 13,217 shares; 2025Q2: 13,554 shares; 2025Q3: 13,387 shares; 2025Q4: 13,351 shares; 2026Q1: 61,232 shares 61,232 $1.12M <0.01% +47,881 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 11,025 shares; 2026Q1: 11,025 shares 11,025 $1.11M <0.01% 0 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,453 shares; 2025Q4: 20,231 shares; 2026Q1: 20,693 shares 20,693 $1.11M <0.01% +462 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 13,338 shares; 2025Q1: 12,316 shares; 2025Q2: 12,086 shares; 2025Q3: 11,150 shares; 2025Q4: 10,330 shares; 2026Q1: 11,457 shares 11,457 $1.11M <0.01% +1,127 Timeline OCIO 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: 32,989 shares; 2024Q4: 31,530 shares; 2025Q1: 31,534 shares; 2025Q2: 31,819 shares; 2025Q3: 31,798 shares; 2025Q4: 32,162 shares; 2026Q1: 32,377 shares 32,377 $1.1M <0.01% +215 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 23,938 shares; 2025Q1: 28,356 shares; 2025Q2: 29,272 shares; 2025Q3: 29,601 shares; 2025Q4: 28,733 shares; 2026Q1: 29,359 shares 29,359 $1.1M <0.01% +626 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 20,513 shares; 2025Q1: 19,995 shares; 2025Q2: 18,055 shares; 2025Q3: 23,820 shares; 2025Q4: 20,795 shares; 2026Q1: 21,802 shares 21,802 $1.1M <0.01% +1,007 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,802 shares; 2024Q4: 19,302 shares; 2025Q1: 19,323 shares; 2025Q2: 21,811 shares; 2025Q3: 24,012 shares; 2025Q4: 22,772 shares; 2026Q1: 24,476 shares 24,476 $1.09M <0.01% +1,704 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 17,047 shares; 2025Q1: 14,150 shares; 2025Q2: 13,803 shares; 2025Q3: 13,490 shares; 2025Q4: 13,013 shares; 2026Q1: 13,380 shares 13,380 $1.09M <0.01% +367 Timeline AMPX/WS AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS 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: 279,670 shares; 2025Q4: 238,903 shares; 2026Q1: 158,305 shares 158,305 $1.09M <0.01% -80,598 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 6,373 shares; 2025Q1: 6,522 shares; 2025Q2: 5,818 shares; 2025Q3: 5,818 shares; 2025Q4: 5,345 shares; 2026Q1: 5,302 shares 5,302 $1.08M <0.01% -43 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 4,816 shares; 2025Q1: 6,988 shares; 2025Q2: 6,406 shares; 2025Q3: not reported; 2025Q4: 9,460 shares; 2026Q1: 9,811 shares 9,811 $1.08M <0.01% +351 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,259 shares; 2024Q4: 50,823 shares; 2025Q1: 57,292 shares; 2025Q2: 51,776 shares; 2025Q3: 201,221 shares; 2025Q4: 102,229 shares; 2026Q1: 101,894 shares 101,894 $1.08M <0.01% -335 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 20,220 shares; 2025Q1: 21,288 shares; 2025Q2: 26,706 shares; 2025Q3: 28,496 shares; 2025Q4: 32,221 shares; 2026Q1: 17,381 shares 17,381 $1.08M <0.01% -14,840 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,361 shares; 2025Q2: 4,841 shares; 2025Q3: 6,774 shares; 2025Q4: 6,139 shares; 2026Q1: 6,737 shares 6,737 $1.08M <0.01% +598 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 12,304 shares; 2025Q1: 15,491 shares; 2025Q2: 20,615 shares; 2025Q3: 25,365 shares; 2025Q4: 34,823 shares; 2026Q1: 39,766 shares 39,766 $1.07M <0.01% +4,943 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,932 shares; 2024Q4: 21,791 shares; 2025Q1: 22,080 shares; 2025Q2: 20,575 shares; 2025Q3: 10,076 shares; 2025Q4: 20,896 shares; 2026Q1: 20,752 shares 20,752 $1.07M <0.01% -144 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 21,103 shares; 2025Q1: 21,114 shares; 2025Q2: 21,177 shares; 2025Q3: 21,478 shares; 2025Q4: 21,258 shares; 2026Q1: 21,906 shares 21,906 $1.07M <0.01% +648 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 12,715 shares; 2025Q1: 11,544 shares; 2025Q2: 22,336 shares; 2025Q3: 24,213 shares; 2025Q4: 21,197 shares; 2026Q1: 21,316 shares 21,316 $1.07M <0.01% +119 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,244 shares; 2026Q1: 48,738 shares 48,738 $1.07M <0.01% +4,494 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,622 shares; 2024Q4: 30,670 shares; 2025Q1: 31,784 shares; 2025Q2: 34,984 shares; 2025Q3: 33,307 shares; 2025Q4: 34,598 shares; 2026Q1: 33,100 shares 33,100 $1.07M <0.01% -1,498 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,778 shares; 2024Q4: not reported; 2025Q1: 61,031 shares; 2025Q2: 53,902 shares; 2025Q3: 50,081 shares; 2025Q4: 39,121 shares; 2026Q1: 26,485 shares 26,485 $1.07M <0.01% -12,636 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,648 shares; 2024Q4: 14,483 shares; 2025Q1: 12,167 shares; 2025Q2: 12,617 shares; 2025Q3: 39,836 shares; 2025Q4: 39,436 shares; 2026Q1: 43,307 shares 43,307 $1.07M <0.01% +3,871 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,029 shares; 2024Q4: 49,134 shares; 2025Q1: 50,472 shares; 2025Q2: 55,404 shares; 2025Q3: 52,930 shares; 2025Q4: 54,517 shares; 2026Q1: 54,149 shares 54,149 $1.07M <0.01% -368 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 9,025 shares; 2025Q1: 17,567 shares; 2025Q2: 17,382 shares; 2025Q3: 16,768 shares; 2025Q4: 16,413 shares; 2026Q1: 16,365 shares 16,365 $1.06M <0.01% -48 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,533 shares; 2024Q4: 92,744 shares; 2025Q1: 91,043 shares; 2025Q2: 84,140 shares; 2025Q3: 80,328 shares; 2025Q4: 86,907 shares; 2026Q1: 88,112 shares 88,112 $1.06M <0.01% +1,205 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 6,876 shares; 2025Q1: 10,703 shares; 2025Q2: 13,585 shares; 2025Q3: 19,367 shares; 2025Q4: 22,292 shares; 2026Q1: 22,308 shares 22,308 $1.06M <0.01% +16 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,780 shares; 2024Q4: 29,076 shares; 2025Q1: 12,233 shares; 2025Q2: 14,339 shares; 2025Q3: 15,823 shares; 2025Q4: 16,163 shares; 2026Q1: 21,356 shares 21,356 $1.06M <0.01% +5,193 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,935 shares; 2024Q4: 20,759 shares; 2025Q1: 27,476 shares; 2025Q2: 29,989 shares; 2025Q3: 35,285 shares; 2025Q4: 38,333 shares; 2026Q1: 36,690 shares 36,690 $1.06M <0.01% -1,643 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,586 shares; 2024Q4: 41,971 shares; 2025Q1: 36,551 shares; 2025Q2: 22,578 shares; 2025Q3: 15,176 shares; 2025Q4: 18,453 shares; 2026Q1: 20,009 shares 20,009 $1.06M <0.01% +1,556 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 10,081 shares; 2025Q1: 13,825 shares; 2025Q2: 46,329 shares; 2025Q3: 41,008 shares; 2025Q4: 22,100 shares; 2026Q1: 20,816 shares 20,816 $1.06M <0.01% -1,284 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,090 shares; 2024Q4: 45,924 shares; 2025Q1: 45,924 shares; 2025Q2: 52,267 shares; 2025Q3: 49,113 shares; 2025Q4: 39,548 shares; 2026Q1: 39,477 shares 39,477 $1.06M <0.01% -71 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,755 shares; 2024Q4: 59,775 shares; 2025Q1: 59,787 shares; 2025Q2: 57,835 shares; 2025Q3: 59,249 shares; 2025Q4: 49,365 shares; 2026Q1: 49,193 shares 49,193 $1.05M <0.01% -172 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 12,014 shares; 2025Q1: 10,011 shares; 2025Q2: 24,091 shares; 2025Q3: 26,747 shares; 2025Q4: 13,902 shares; 2026Q1: 15,877 shares 15,877 $1.05M <0.01% +1,975 Timeline SPTM 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: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 10,148 shares; 2025Q3: 6,256 shares; 2025Q4: 24,900 shares; 2026Q1: 13,309 shares 13,309 $1.05M <0.01% -11,591 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,488 shares; 2024Q4: 17,936 shares; 2025Q1: 14,322 shares; 2025Q2: 14,453 shares; 2025Q3: 5,518 shares; 2025Q4: 8,917 shares; 2026Q1: 28,300 shares 28,300 $1.05M <0.01% +19,383 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,251 shares; 2025Q1: 5,405 shares; 2025Q2: 47,827 shares; 2025Q3: 47,937 shares; 2025Q4: 14,358 shares; 2026Q1: 5,002 shares 5,002 $1.05M <0.01% -9,356 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 11,760 shares; 2025Q1: 14,743 shares; 2025Q2: 9,092 shares; 2025Q3: 8,910 shares; 2025Q4: 8,928 shares; 2026Q1: 30,301 shares 30,301 $1.04M <0.01% +21,373 Timeline BALT 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: 6,768 shares; 2025Q3: 10,668 shares; 2025Q4: 19,613 shares; 2026Q1: 31,224 shares 31,224 $1.04M <0.01% +11,611 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 2,504 shares; 2026Q1: 5,203 shares 5,203 $1.04M <0.01% +2,699 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,689 shares; 2024Q4: 43,475 shares; 2025Q1: 34,063 shares; 2025Q2: 31,441 shares; 2025Q3: 31,464 shares; 2025Q4: 32,965 shares; 2026Q1: 50,084 shares 50,084 $1.04M <0.01% +17,119 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,003 shares; 2025Q3: 11,913 shares; 2025Q4: 15,713 shares; 2026Q1: 38,927 shares 38,927 $1.04M <0.01% +23,214 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,493 shares; 2024Q4: 41,207 shares; 2025Q1: 41,890 shares; 2025Q2: 41,474 shares; 2025Q3: 42,929 shares; 2025Q4: 46,240 shares; 2026Q1: 43,301 shares 43,301 $1.04M <0.01% -2,939 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,290 shares; 2024Q4: 16,298 shares; 2025Q1: 15,039 shares; 2025Q2: 18,921 shares; 2025Q3: 19,079 shares; 2025Q4: 20,752 shares; 2026Q1: 21,204 shares 21,204 $1.03M <0.01% +452 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,592 shares; 2024Q4: 43,439 shares; 2025Q1: 40,137 shares; 2025Q2: 66,893 shares; 2025Q3: 60,745 shares; 2025Q4: 22,669 shares; 2026Q1: 23,494 shares 23,494 $1.03M <0.01% +825 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 5,979 shares; 2025Q1: 5,976 shares; 2025Q2: 7,644 shares; 2025Q3: 19,654 shares; 2025Q4: 23,368 shares; 2026Q1: 9,031 shares 9,031 $1.03M <0.01% -14,337 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,966 shares; 2026Q1: 108,347 shares 108,347 $1.03M <0.01% +20,381 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 7,009 shares; 2025Q1: 8,310 shares; 2025Q2: 3,620 shares; 2025Q3: 3,832 shares; 2025Q4: 3,647 shares; 2026Q1: 3,588 shares 3,588 $1.03M <0.01% -59 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,228 shares; 2024Q4: 21,575 shares; 2025Q1: 22,645 shares; 2025Q2: 20,076 shares; 2025Q3: 5,495 shares; 2025Q4: 2,249 shares; 2026Q1: 7,915 shares 7,915 $1.03M <0.01% +5,666 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 11,523 shares; 2025Q1: 11,243 shares; 2025Q2: 11,840 shares; 2025Q3: 11,816 shares; 2025Q4: 9,781 shares; 2026Q1: 11,314 shares 11,314 $1.03M <0.01% +1,533 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,449 shares; 2026Q1: 28,276 shares 28,276 $1.02M <0.01% +3,827 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 35,197 shares 35,197 $1.02M <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,559 shares; 2024Q4: 27,057 shares; 2025Q1: 16,925 shares; 2025Q2: 8,848 shares; 2025Q3: 8,592 shares; 2025Q4: 7,968 shares; 2026Q1: 8,505 shares 8,505 $1.02M <0.01% +537 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 12,155 shares; 2025Q1: 10,700 shares; 2025Q2: 10,683 shares; 2025Q3: 10,482 shares; 2025Q4: 14,780 shares; 2026Q1: 11,278 shares 11,278 $1.02M <0.01% -3,502 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,194 shares; 2025Q1: 5,611 shares; 2025Q2: 4,805 shares; 2025Q3: 3,401 shares; 2025Q4: 3,546 shares; 2026Q1: 4,073 shares 4,073 $1.02M <0.01% +527 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 10,675 shares; 2025Q1: 16,600 shares; 2025Q2: 27,305 shares; 2025Q3: 28,525 shares; 2025Q4: 30,200 shares; 2026Q1: 38,050 shares 38,050 $1.02M <0.01% +7,850 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,914 shares; 2024Q4: 51,205 shares; 2025Q1: 89,034 shares; 2025Q2: 103,057 shares; 2025Q3: 130,089 shares; 2025Q4: 65,059 shares; 2026Q1: 54,929 shares 54,929 $1.01M <0.01% -10,130 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 18,340 shares; 2025Q1: 11,404 shares; 2025Q2: 12,142 shares; 2025Q3: 10,165 shares; 2025Q4: 9,204 shares; 2026Q1: 7,078 shares 7,078 $1.01M <0.01% -2,126 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 16,479 shares; 2025Q1: 8,066 shares; 2025Q2: 7,561 shares; 2025Q3: 6,801 shares; 2025Q4: 7,147 shares; 2026Q1: 10,584 shares 10,584 $1M <0.01% +3,437 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 6,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,508 shares; 2025Q4: 11,867 shares; 2026Q1: 11,816 shares 11,816 $1M <0.01% -51 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,029 shares; 2025Q1: 33,548 shares; 2025Q2: 27,112 shares; 2025Q3: 85,022 shares; 2025Q4: 79,116 shares; 2026Q1: 78,392 shares 78,392 $1M <0.01% -724 Timeline FTRB 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: 22,486 shares; 2024Q4: 25,614 shares; 2025Q1: not reported; 2025Q2: 19,222 shares; 2025Q3: 26,687 shares; 2025Q4: 31,007 shares; 2026Q1: 39,634 shares 39,634 $997K <0.01% +8,627 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,050 shares; 2025Q2: 2,173 shares; 2025Q3: 3,437 shares; 2025Q4: 3,993 shares; 2026Q1: 5,820 shares 5,820 $995K <0.01% +1,827 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,849 shares 39,849 $991K <0.01% new Timeline RFDA 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: 14,746 shares; 2024Q4: 15,173 shares; 2025Q1: 15,558 shares; 2025Q2: 15,868 shares; 2025Q3: 15,984 shares; 2025Q4: 15,872 shares; 2026Q1: 15,747 shares 15,747 $987K <0.01% -125 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 23,064 shares; 2025Q1: 24,222 shares; 2025Q2: 24,499 shares; 2025Q3: 24,285 shares; 2025Q4: 24,860 shares; 2026Q1: 55,384 shares 55,384 $985K <0.01% +30,524 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,582 shares; 2024Q4: 52,958 shares; 2025Q1: 55,371 shares; 2025Q2: 52,418 shares; 2025Q3: 50,021 shares; 2025Q4: 64,221 shares; 2026Q1: 47,810 shares 47,810 $983K <0.01% -16,411 Timeline GTO 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: 9,994 shares; 2024Q4: 11,425 shares; 2025Q1: 15,311 shares; 2025Q2: 21,206 shares; 2025Q3: 25,076 shares; 2025Q4: 21,727 shares; 2026Q1: 20,867 shares 20,867 $977K <0.01% -860 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,449 shares; 2024Q4: not reported; 2025Q1: 27,449 shares; 2025Q2: 26,569 shares; 2025Q3: 26,379 shares; 2025Q4: 26,063 shares; 2026Q1: 26,063 shares 26,063 $975K <0.01% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS 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: 54,414 shares; 2026Q1: 41,245 shares 41,245 $975K <0.01% -13,169 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,472 shares; 2024Q4: 17,472 shares; 2025Q1: 16,676 shares; 2025Q2: 17,372 shares; 2025Q3: 17,180 shares; 2025Q4: 14,272 shares; 2026Q1: 23,338 shares 23,338 $974K <0.01% +9,066 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 14,791 shares; 2025Q1: 14,569 shares; 2025Q2: 14,226 shares; 2025Q3: 12,799 shares; 2025Q4: 14,197 shares; 2026Q1: 13,988 shares 13,988 $972K <0.01% -209 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,117 shares; 2026Q1: 29,366 shares 29,366 $971K <0.01% +14,249 Timeline LOCO EL POLLO LOCO HLDGS INC More: the full row for EL POLLO LOCO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,423 shares; 2024Q4: 84,247 shares; 2025Q1: 83,656 shares; 2025Q2: 86,556 shares; 2025Q3: 81,531 shares; 2025Q4: 71,147 shares; 2026Q1: 70,059 shares 70,059 $971K <0.01% -1,088 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,349 shares; 2024Q4: not reported; 2025Q1: 27,108 shares; 2025Q2: 27,187 shares; 2025Q3: 27,662 shares; 2025Q4: 30,495 shares; 2026Q1: 40,446 shares 40,446 $970K <0.01% +9,951 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: not reported; 2025Q1: 4,946 shares; 2025Q2: 17,788 shares; 2025Q3: 5,846 shares; 2025Q4: 5,775 shares; 2026Q1: 5,567 shares 5,567 $965K <0.01% -208 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,178 shares; 2024Q4: 41,461 shares; 2025Q1: 43,485 shares; 2025Q2: 48,086 shares; 2025Q3: 53,618 shares; 2025Q4: 59,907 shares; 2026Q1: 70,614 shares 70,614 $965K <0.01% +10,707 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 19,502 shares; 2025Q1: 14,743 shares; 2025Q2: 13,811 shares; 2025Q3: 13,019 shares; 2025Q4: 12,334 shares; 2026Q1: 11,652 shares 11,652 $963K <0.01% -682 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 7,815 shares; 2025Q1: 8,114 shares; 2025Q2: 7,794 shares; 2025Q3: 25,311 shares; 2025Q4: 26,022 shares; 2026Q1: 29,881 shares 29,881 $962K <0.01% +3,859 Timeline XMLV 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: 14,830 shares; 2024Q4: 14,765 shares; 2025Q1: 14,114 shares; 2025Q2: 14,826 shares; 2025Q3: 14,831 shares; 2025Q4: 15,555 shares; 2026Q1: 15,234 shares 15,234 $959K <0.01% -321 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 11,159 shares; 2025Q1: 10,429 shares; 2025Q2: 9,766 shares; 2025Q3: 9,850 shares; 2025Q4: 9,698 shares; 2026Q1: 8,172 shares 8,172 $958K <0.01% -1,526 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,797 shares 34,797 $958K <0.01% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 695 shares; 2025Q2: 702 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,274 shares 3,274 $957K <0.01% new Timeline IDOG 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: 13,479 shares; 2024Q4: 13,517 shares; 2025Q1: 13,535 shares; 2025Q2: 17,562 shares; 2025Q3: 23,264 shares; 2025Q4: 22,957 shares; 2026Q1: 22,971 shares 22,971 $957K <0.01% +14 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: not reported; 2025Q4: not reported; 2026Q1: 16,697 shares 16,697 $957K <0.01% new Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,781 shares; 2024Q4: 36,505 shares; 2025Q1: 36,012 shares; 2025Q2: 36,079 shares; 2025Q3: 36,567 shares; 2025Q4: 35,913 shares; 2026Q1: 36,927 shares 36,927 $955K <0.01% +1,014 Timeline CFO 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: 12,867 shares; 2024Q4: 12,287 shares; 2025Q1: 12,286 shares; 2025Q2: 12,291 shares; 2025Q3: 12,355 shares; 2025Q4: 12,862 shares; 2026Q1: 12,882 shares 12,882 $955K <0.01% +20 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,956 shares; 2024Q4: 100,706 shares; 2025Q1: 124,394 shares; 2025Q2: 138,277 shares; 2025Q3: 96,578 shares; 2025Q4: 47,555 shares; 2026Q1: 52,300 shares 52,300 $954K <0.01% +4,745 Timeline PZA 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: 11,626 shares; 2024Q4: 20,876 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,909 shares; 2025Q4: 30,761 shares; 2026Q1: 41,530 shares 41,530 $954K <0.01% +10,769 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,844 shares; 2024Q4: 54,643 shares; 2025Q1: 55,892 shares; 2025Q2: 54,617 shares; 2025Q3: 55,546 shares; 2025Q4: 58,082 shares; 2026Q1: 56,761 shares 56,761 $949K <0.01% -1,321 Timeline VIOV 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: 6,615 shares; 2024Q4: 8,081 shares; 2025Q1: 8,438 shares; 2025Q2: 7,906 shares; 2025Q3: 8,630 shares; 2025Q4: 9,365 shares; 2026Q1: 9,284 shares 9,284 $945K <0.01% -81 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,377 shares; 2024Q4: 156,659 shares; 2025Q1: 55,820 shares; 2025Q2: 51,827 shares; 2025Q3: 50,079 shares; 2025Q4: 44,527 shares; 2026Q1: 71,779 shares 71,779 $945K <0.01% +27,252 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,520 shares; 2025Q1: not reported; 2025Q2: 19,896 shares; 2025Q3: 18,779 shares; 2025Q4: 20,502 shares; 2026Q1: 20,549 shares 20,549 $943K <0.01% +47 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,727 shares; 2025Q3: 5,052 shares; 2025Q4: 9,056 shares; 2026Q1: 10,926 shares 10,926 $943K <0.01% +1,870 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,840 shares; 2024Q4: 19,420 shares; 2025Q1: 17,715 shares; 2025Q2: 14,646 shares; 2025Q3: 19,450 shares; 2025Q4: 12,145 shares; 2026Q1: 12,987 shares 12,987 $942K <0.01% +842 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 11,346 shares; 2025Q1: 14,993 shares; 2025Q2: 15,569 shares; 2025Q3: 16,896 shares; 2025Q4: 17,409 shares; 2026Q1: 24,253 shares 24,253 $942K <0.01% +6,844 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,189 shares; 2025Q4: 6,375 shares; 2026Q1: 6,162 shares 6,162 $940K <0.01% -213 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,219 shares; 2025Q1: 9,292 shares; 2025Q2: 9,954 shares; 2025Q3: 9,793 shares; 2025Q4: 9,492 shares; 2026Q1: 8,360 shares 8,360 $939K <0.01% -1,132 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,782 shares; 2025Q3: 14,306 shares; 2025Q4: 17,766 shares; 2026Q1: 15,833 shares 15,833 $934K <0.01% -1,933 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 10,720 shares; 2025Q1: 11,210 shares; 2025Q2: 8,909 shares; 2025Q3: not reported; 2025Q4: 17,770 shares; 2026Q1: 17,863 shares 17,863 $934K <0.01% +93 Timeline FTXR 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: 15,299 shares; 2024Q4: 14,525 shares; 2025Q1: 12,044 shares; 2025Q2: 10,801 shares; 2025Q3: 10,711 shares; 2025Q4: 7,640 shares; 2026Q1: 24,519 shares 24,519 $934K <0.01% +16,879 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,487 shares; 2024Q4: 70,006 shares; 2025Q1: 65,490 shares; 2025Q2: 65,542 shares; 2025Q3: 61,874 shares; 2025Q4: 66,111 shares; 2026Q1: 68,276 shares 68,276 $933K <0.01% +2,165 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,045 shares 28,045 $933K <0.01% new Timeline GOCT 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: 8,303 shares; 2025Q2: 16,460 shares; 2025Q3: 16,412 shares; 2025Q4: 34,925 shares; 2026Q1: 24,050 shares 24,050 $929K <0.01% -10,875 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,142 shares; 2025Q1: 4,001 shares; 2025Q2: 3,926 shares; 2025Q3: 3,954 shares; 2025Q4: 3,732 shares; 2026Q1: 3,296 shares 3,296 $924K <0.01% -436 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,860 shares; 2025Q4: 11,207 shares; 2026Q1: 10,786 shares 10,786 $923K <0.01% -421 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,053 shares; 2024Q4: 78,778 shares; 2025Q1: 74,206 shares; 2025Q2: 64,587 shares; 2025Q3: 66,694 shares; 2025Q4: 70,197 shares; 2026Q1: 75,647 shares 75,647 $921K <0.01% +5,450 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,878 shares; 2025Q1: 8,801 shares; 2025Q2: 7,943 shares; 2025Q3: 6,549 shares; 2025Q4: 7,018 shares; 2026Q1: 6,370 shares 6,370 $921K <0.01% -648 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,328 shares; 2025Q2: 10,782 shares; 2025Q3: 56,047 shares; 2025Q4: 74,350 shares; 2026Q1: 134,026 shares 134,026 $921K <0.01% +59,676 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,460 shares; 2024Q4: 96,816 shares; 2025Q1: 96,816 shares; 2025Q2: 96,316 shares; 2025Q3: 96,066 shares; 2025Q4: 82,356 shares; 2026Q1: 82,056 shares 82,056 $921K <0.01% -300 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,157 shares; 2024Q4: 69,351 shares; 2025Q1: 73,337 shares; 2025Q2: 58,015 shares; 2025Q3: 55,530 shares; 2025Q4: 61,476 shares; 2026Q1: 74,614 shares 74,614 $920K <0.01% +13,138 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,624 shares; 2025Q4: 31,448 shares; 2026Q1: 20,768 shares 20,768 $919K <0.01% -10,680 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,032 shares; 2024Q4: 37,231 shares; 2025Q1: 41,212 shares; 2025Q2: 36,302 shares; 2025Q3: 50,421 shares; 2025Q4: 49,318 shares; 2026Q1: 56,754 shares 56,754 $918K <0.01% +7,436 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,356 shares; 2024Q4: 17,887 shares; 2025Q1: 17,448 shares; 2025Q2: 17,366 shares; 2025Q3: 17,097 shares; 2025Q4: 17,103 shares; 2026Q1: 16,458 shares 16,458 $918K <0.01% -645 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,660 shares; 2024Q4: 22,231 shares; 2025Q1: 21,401 shares; 2025Q2: 19,154 shares; 2025Q3: 19,359 shares; 2025Q4: 18,875 shares; 2026Q1: 30,119 shares 30,119 $917K <0.01% +11,244 Timeline REM 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: 52,497 shares; 2024Q4: 59,281 shares; 2025Q1: 70,507 shares; 2025Q2: 39,509 shares; 2025Q3: 39,499 shares; 2025Q4: 40,072 shares; 2026Q1: 42,643 shares 42,643 $916K <0.01% +2,571 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,163 shares; 2025Q1: 6,140 shares; 2025Q2: 6,054 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares; 2026Q1: 3,999 shares 3,999 $916K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,375 shares; 2025Q4: 75,993 shares; 2026Q1: 63,507 shares 63,507 $916K <0.01% -12,486 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,548 shares; 2025Q1: 3,552 shares; 2025Q2: 3,343 shares; 2025Q3: 4,750 shares; 2025Q4: 4,696 shares; 2026Q1: 4,682 shares 4,682 $915K <0.01% -14 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,334 shares; 2024Q4: 24,508 shares; 2025Q1: 31,029 shares; 2025Q2: 26,481 shares; 2025Q3: 21,508 shares; 2025Q4: 27,061 shares; 2026Q1: 30,926 shares 30,926 $914K <0.01% +3,865 Timeline ICOW 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: 71,100 shares; 2024Q4: 21,375 shares; 2025Q1: 21,342 shares; 2025Q2: 21,430 shares; 2025Q3: 22,808 shares; 2025Q4: 21,937 shares; 2026Q1: 21,423 shares 21,423 $909K <0.01% -514 Timeline TBIL 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: 31,190 shares; 2024Q4: 66,816 shares; 2025Q1: 16,336 shares; 2025Q2: 16,093 shares; 2025Q3: 18,717 shares; 2025Q4: 18,518 shares; 2026Q1: 18,202 shares 18,202 $908K <0.01% -316 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,513 shares; 2024Q4: 18,723 shares; 2025Q1: 17,105 shares; 2025Q2: 17,540 shares; 2025Q3: 22,374 shares; 2025Q4: 19,546 shares; 2026Q1: 18,724 shares 18,724 $907K <0.01% -822 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,103 shares; 2025Q1: 6,215 shares; 2025Q2: 6,222 shares; 2025Q3: 6,228 shares; 2025Q4: 7,531 shares; 2026Q1: 13,828 shares 13,828 $905K <0.01% +6,297 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,830 shares 27,830 $896K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 3,652 shares 3,652 $895K <0.01% +2,268 Timeline GNOV 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: 21,427 shares; 2025Q1: 21,427 shares; 2025Q2: 21,074 shares; 2025Q3: 21,074 shares; 2025Q4: 169,798 shares; 2026Q1: 22,991 shares 22,991 $895K <0.01% -146,807 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,144 shares; 2025Q4: 72,752 shares; 2026Q1: 76,770 shares 76,770 $894K <0.01% +4,018 Timeline ACR ACRES COMMERCIAL REALTY CORP More: the full row for ACRES COMMERCIAL REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,730 shares; 2024Q4: 45,514 shares; 2025Q1: 45,334 shares; 2025Q2: 45,324 shares; 2025Q3: 45,660 shares; 2025Q4: 45,259 shares; 2026Q1: 46,278 shares 46,278 $894K <0.01% +1,019 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 10,698 shares; 2025Q3: 10,961 shares; 2025Q4: 10,985 shares; 2026Q1: 11,389 shares 11,389 $892K <0.01% +404 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,156 shares; 2024Q4: 71,438 shares; 2025Q1: 138,210 shares; 2025Q2: 147,684 shares; 2025Q3: 150,691 shares; 2025Q4: 155,900 shares; 2026Q1: 159,155 shares 159,155 $891K <0.01% +3,255 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,433 shares; 2024Q4: 26,484 shares; 2025Q1: 25,750 shares; 2025Q2: 23,921 shares; 2025Q3: 18,540 shares; 2025Q4: 27,547 shares; 2026Q1: 39,257 shares 39,257 $891K <0.01% +11,710 Timeline ICAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 12,028 shares; 2026Q1: 33,878 shares 33,878 $891K <0.01% +21,850 Timeline BMAR 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: 25,262 shares; 2024Q4: 23,932 shares; 2025Q1: 22,188 shares; 2025Q2: 20,045 shares; 2025Q3: 17,553 shares; 2025Q4: 16,964 shares; 2026Q1: 16,964 shares 16,964 $890K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,380 shares; 2024Q4: 8,007 shares; 2025Q1: 6,994 shares; 2025Q2: 7,019 shares; 2025Q3: 11,569 shares; 2025Q4: 11,606 shares; 2026Q1: 11,953 shares 11,953 $889K <0.01% +347 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,363 shares; 2025Q1: 6,332 shares; 2025Q2: 5,972 shares; 2025Q3: 5,308 shares; 2025Q4: 4,956 shares; 2026Q1: 3,336 shares 3,336 $886K <0.01% -1,620 Timeline CWEN 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: 20,419 shares; 2024Q4: not reported; 2025Q1: 20,944 shares; 2025Q2: 20,244 shares; 2025Q3: 21,337 shares; 2025Q4: 21,291 shares; 2026Q1: 22,559 shares 22,559 $886K <0.01% +1,268 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 8,342 shares; 2025Q1: 7,937 shares; 2025Q2: 7,961 shares; 2025Q3: 7,848 shares; 2025Q4: 8,914 shares; 2026Q1: 7,973 shares 7,973 $879K <0.01% -941 Timeline SHYL 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: not reported; 2025Q4: 18,097 shares; 2026Q1: 19,774 shares 19,774 $878K <0.01% +1,677 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 28,075 shares; 2025Q1: 28,897 shares; 2025Q2: 29,702 shares; 2025Q3: 27,287 shares; 2025Q4: 27,844 shares; 2026Q1: 33,856 shares 33,856 $877K <0.01% +6,012 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,483 shares; 2024Q4: not reported; 2025Q1: 22,865 shares; 2025Q2: 22,840 shares; 2025Q3: 23,441 shares; 2025Q4: 22,784 shares; 2026Q1: 23,418 shares 23,418 $877K <0.01% +634 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,959 shares 14,959 $877K <0.01% new Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,004 shares; 2024Q4: 24,004 shares; 2025Q1: 26,399 shares; 2025Q2: 25,164 shares; 2025Q3: 22,939 shares; 2025Q4: 22,955 shares; 2026Q1: 40,945 shares 40,945 $874K <0.01% +17,990 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 7,622 shares; 2025Q1: 10,628 shares; 2025Q2: 10,628 shares; 2025Q3: 11,008 shares; 2025Q4: 13,534 shares; 2026Q1: 13,939 shares 13,939 $872K <0.01% +405 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 35,829 shares; 2025Q4: 93,257 shares; 2026Q1: 96,713 shares 96,713 $872K <0.01% +3,456 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,606 shares; 2026Q1: 37,997 shares 37,997 $872K <0.01% +15,391 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,543 shares; 2024Q4: 30,742 shares; 2025Q1: 28,901 shares; 2025Q2: 34,941 shares; 2025Q3: 22,148 shares; 2025Q4: 18,999 shares; 2026Q1: 18,768 shares 18,768 $871K <0.01% -231 Timeline AIVL 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: 11,264 shares; 2024Q4: 11,664 shares; 2025Q1: 11,411 shares; 2025Q2: 11,411 shares; 2025Q3: 11,411 shares; 2025Q4: 7,528 shares; 2026Q1: 7,528 shares 7,528 $871K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,175 shares; 2025Q4: 7,041 shares; 2026Q1: 8,947 shares 8,947 $871K <0.01% +1,906 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 21,651 shares; 2025Q1: 32,720 shares; 2025Q2: not reported; 2025Q3: 12,142 shares; 2025Q4: 12,927 shares; 2026Q1: 11,538 shares 11,538 $864K <0.01% -1,389 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,918 shares; 2024Q4: 49,509 shares; 2025Q1: 75,214 shares; 2025Q2: 63,609 shares; 2025Q3: 67,171 shares; 2025Q4: 74,337 shares; 2026Q1: 71,157 shares 71,157 $858K <0.01% -3,180 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 23,680 shares 23,680 $858K <0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 2,875 shares; 2025Q4: 6,521 shares; 2026Q1: 6,344 shares 6,344 $855K <0.01% -177 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,132 shares; 2024Q4: 29,315 shares; 2025Q1: 29,147 shares; 2025Q2: 29,315 shares; 2025Q3: 28,497 shares; 2025Q4: 28,497 shares; 2026Q1: 28,147 shares 28,147 $854K <0.01% -350 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,983 shares; 2024Q4: 561,412 shares; 2025Q1: 597,190 shares; 2025Q2: 567,898 shares; 2025Q3: 602,493 shares; 2025Q4: 76,559 shares; 2026Q1: 72,724 shares 72,724 $853K <0.01% -3,835 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,352 shares; 2025Q1: 23,956 shares; 2025Q2: 23,233 shares; 2025Q3: 33,396 shares; 2025Q4: 35,435 shares; 2026Q1: 42,192 shares 42,192 $847K <0.01% +6,757 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,420 shares; 2025Q4: 15,783 shares; 2026Q1: 17,061 shares 17,061 $844K <0.01% +1,278 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,059 shares; 2024Q4: 40,252 shares; 2025Q1: 3,749 shares; 2025Q2: 3,862 shares; 2025Q3: 4,008 shares; 2025Q4: 4,087 shares; 2026Q1: 4,260 shares 4,260 $843K <0.01% +173 Timeline IHF 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: 22,880 shares; 2024Q4: 20,900 shares; 2025Q1: 20,567 shares; 2025Q2: 20,438 shares; 2025Q3: 21,424 shares; 2025Q4: 21,199 shares; 2026Q1: 20,137 shares 20,137 $843K <0.01% -1,062 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 15,167 shares; 2025Q1: 17,243 shares; 2025Q2: 17,369 shares; 2025Q3: 17,056 shares; 2025Q4: 8,625 shares; 2026Q1: 16,231 shares 16,231 $842K <0.01% +7,606 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,176 shares; 2024Q4: 20,670 shares; 2025Q1: 17,701 shares; 2025Q2: 18,417 shares; 2025Q3: 19,450 shares; 2025Q4: 17,917 shares; 2026Q1: 15,907 shares 15,907 $842K <0.01% -2,010 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,925 shares; 2025Q1: 38,837 shares; 2025Q2: 37,245 shares; 2025Q3: 42,731 shares; 2025Q4: 32,621 shares; 2026Q1: 18,078 shares 18,078 $841K <0.01% -14,543 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,525 shares; 2025Q1: 4,530 shares; 2025Q2: 10,168 shares; 2025Q3: 10,478 shares; 2025Q4: 10,304 shares; 2026Q1: 11,184 shares 11,184 $841K <0.01% +880 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 71,960 shares; 2025Q4: 77,552 shares; 2026Q1: 29,640 shares 29,640 $841K <0.01% -47,912 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,145 shares; 2024Q4: 42,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,082 shares; 2025Q4: 30,640 shares; 2026Q1: 34,284 shares 34,284 $838K <0.01% +3,644 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 22,365 shares; 2025Q1: 21,448 shares; 2025Q2: 22,920 shares; 2025Q3: 23,480 shares; 2025Q4: 22,665 shares; 2026Q1: 23,194 shares 23,194 $838K <0.01% +529 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,119 shares; 2024Q4: 47,889 shares; 2025Q1: 47,512 shares; 2025Q2: 47,662 shares; 2025Q3: 48,324 shares; 2025Q4: 47,732 shares; 2026Q1: 48,909 shares 48,909 $838K <0.01% +1,177 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,725 shares; 2024Q4: 131,800 shares; 2025Q1: 132,823 shares; 2025Q2: 138,593 shares; 2025Q3: 136,753 shares; 2025Q4: 135,986 shares; 2026Q1: 138,486 shares 138,486 $838K <0.01% +2,500 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,838 shares; 2024Q4: 220,256 shares; 2025Q1: 216,765 shares; 2025Q2: 202,761 shares; 2025Q3: 97,645 shares; 2025Q4: 78,852 shares; 2026Q1: 81,815 shares 81,815 $835K <0.01% +2,963 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,616 shares 14,616 $833K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,312 shares; 2025Q1: 28,991 shares; 2025Q2: 26,001 shares; 2025Q3: 28,910 shares; 2025Q4: 29,452 shares; 2026Q1: 29,749 shares 29,749 $829K <0.01% +297 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,306 shares; 2025Q3: 6,306 shares; 2025Q4: 6,306 shares; 2026Q1: 6,337 shares 6,337 $828K <0.01% +31 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,536 shares; 2024Q4: 12,036 shares; 2025Q1: 92,638 shares; 2025Q2: 139,421 shares; 2025Q3: 441,845 shares; 2025Q4: 473,990 shares; 2026Q1: 225,739 shares 225,739 $826K <0.01% -248,251 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,945 shares; 2025Q1: 6,619 shares; 2025Q2: 8,143 shares; 2025Q3: 16,752 shares; 2025Q4: 12,779 shares; 2026Q1: 12,329 shares 12,329 $824K <0.01% -450 Timeline LCF 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: 16,725 shares; 2025Q1: 19,456 shares; 2025Q2: 20,710 shares; 2025Q3: 21,858 shares; 2025Q4: 20,695 shares; 2026Q1: 21,000 shares 21,000 $824K <0.01% +305 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,116 shares; 2024Q4: 43,339 shares; 2025Q1: 17,762 shares; 2025Q2: 6,915 shares; 2025Q3: 6,912 shares; 2025Q4: 6,072 shares; 2026Q1: 22,922 shares 22,922 $823K <0.01% +16,850 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,364 shares 8,364 $823K <0.01% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 13,552 shares; 2025Q1: 13,588 shares; 2025Q2: 13,589 shares; 2025Q3: 11,259 shares; 2025Q4: 11,111 shares; 2026Q1: 10,993 shares 10,993 $820K <0.01% -118 Timeline NOV NOV INC More: the full row for NOV 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: 43,503 shares 43,503 $818K <0.01% new Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,512 shares 15,512 $818K <0.01% new Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 45,699 shares; 2025Q1: 45,699 shares; 2025Q2: 45,699 shares; 2025Q3: 45,699 shares; 2025Q4: 39,699 shares; 2026Q1: 39,699 shares 39,699 $817K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,270 shares; 2024Q4: 65,655 shares; 2025Q1: 35,228 shares; 2025Q2: 87,907 shares; 2025Q3: 65,886 shares; 2025Q4: 72,036 shares; 2026Q1: 75,654 shares 75,654 $813K <0.01% +3,618 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 3,453 shares; 2025Q1: 5,113 shares; 2025Q2: 2,761 shares; 2025Q3: 2,686 shares; 2025Q4: 2,710 shares; 2026Q1: 2,721 shares 2,721 $812K <0.01% +11 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,893 shares; 2024Q4: 11,442 shares; 2025Q1: 11,149 shares; 2025Q2: 11,659 shares; 2025Q3: 11,489 shares; 2025Q4: 10,229 shares; 2026Q1: 9,730 shares 9,730 $812K <0.01% -499 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,413 shares; 2025Q4: 37,025 shares; 2026Q1: 41,076 shares 41,076 $812K <0.01% +4,051 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly 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: 10,609 shares 10,609 $812K <0.01% new Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,216 shares; 2024Q4: 24,188 shares; 2025Q1: 25,642 shares; 2025Q2: 24,892 shares; 2025Q3: 26,756 shares; 2025Q4: 26,497 shares; 2026Q1: 26,483 shares 26,483 $811K <0.01% -14 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 13,401 shares; 2025Q1: 14,447 shares; 2025Q2: 17,086 shares; 2025Q3: 13,833 shares; 2025Q4: 13,000 shares; 2026Q1: 12,462 shares 12,462 $810K <0.01% -538 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,767 shares; 2025Q1: 4,727 shares; 2025Q2: 4,302 shares; 2025Q3: 3,505 shares; 2025Q4: 3,885 shares; 2026Q1: 3,812 shares 3,812 $805K <0.01% -73 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,730 shares; 2024Q4: 165,863 shares; 2025Q1: 108,320 shares; 2025Q2: 105,273 shares; 2025Q3: 103,433 shares; 2025Q4: 106,945 shares; 2026Q1: 95,163 shares 95,163 $805K <0.01% -11,782 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,878 shares; 2024Q4: 84,127 shares; 2025Q1: 87,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,870 shares; 2026Q1: 84,620 shares 84,620 $801K <0.01% -20,250 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 20,444 shares; 2025Q1: 20,431 shares; 2025Q2: 20,727 shares; 2025Q3: 22,495 shares; 2025Q4: 25,869 shares; 2026Q1: 28,549 shares 28,549 $799K <0.01% +2,680 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,550 shares; 2025Q4: 32,644 shares; 2026Q1: 32,451 shares 32,451 $796K <0.01% -193 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: not reported; 2025Q3: 1,194 shares; 2025Q4: 2,562 shares; 2026Q1: 8,063 shares 8,063 $795K <0.01% +5,501 Timeline ATNI ATN INTL INC More: the full row for ATN INTL 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: 29,168 shares 29,168 $794K <0.01% new Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,600 shares; 2026Q1: 16,040 shares 16,040 $794K <0.01% +1,440 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,430 shares; 2025Q1: 28,850 shares; 2025Q2: 18,863 shares; 2025Q3: 22,809 shares; 2025Q4: 21,408 shares; 2026Q1: 23,399 shares 23,399 $789K <0.01% +1,991 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,315 shares; 2025Q1: 15,156 shares; 2025Q2: 17,515 shares; 2025Q3: 38,610 shares; 2025Q4: 52,654 shares; 2026Q1: 35,377 shares 35,377 $788K <0.01% -17,277 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 10,866 shares; 2025Q1: 15,944 shares; 2025Q2: 12,701 shares; 2025Q3: 47,556 shares; 2025Q4: 49,651 shares; 2026Q1: 44,701 shares 44,701 $788K <0.01% -4,950 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,578 shares; 2025Q4: 9,811 shares; 2026Q1: 15,800 shares 15,800 $785K <0.01% +5,989 Timeline UDMY UDEMY INC More: the full row for UDEMY 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: 48,327 shares; 2025Q3: 132,343 shares; 2025Q4: 170,149 shares; 2026Q1: 169,615 shares 169,615 $784K <0.01% -534 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,604 shares; 2026Q1: 17,366 shares 17,366 $783K <0.01% +2,762 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 34,324 shares; 2025Q1: 34,671 shares; 2025Q2: 32,750 shares; 2025Q3: 33,685 shares; 2025Q4: 33,817 shares; 2026Q1: 23,017 shares 23,017 $782K <0.01% -10,800 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,746 shares; 2025Q4: 20,165 shares; 2026Q1: 25,461 shares 25,461 $781K <0.01% +5,296 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares; 2026Q1: 16,460 shares 16,460 $780K <0.01% +1,360 Timeline MDIV 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: 119,771 shares; 2024Q4: 153,519 shares; 2025Q1: 58,625 shares; 2025Q2: 51,001 shares; 2025Q3: 52,572 shares; 2025Q4: 50,292 shares; 2026Q1: 48,256 shares 48,256 $780K <0.01% -2,036 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,279 shares; 2024Q4: 43,511 shares; 2025Q1: 9,548 shares; 2025Q2: 8,881 shares; 2025Q3: 8,456 shares; 2025Q4: 9,734 shares; 2026Q1: 9,618 shares 9,618 $778K <0.01% -116 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,564 shares; 2025Q1: 13,361 shares; 2025Q2: 13,189 shares; 2025Q3: 12,574 shares; 2025Q4: 12,237 shares; 2026Q1: 11,574 shares 11,574 $776K <0.01% -663 Timeline CLOA 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: not reported; 2025Q2: not reported; 2025Q3: 6,868 shares; 2025Q4: 8,557 shares; 2026Q1: 14,865 shares 14,865 $771K <0.01% +6,308 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,402 shares; 2025Q1: 12,390 shares; 2025Q2: 12,630 shares; 2025Q3: 16,520 shares; 2025Q4: 17,260 shares; 2026Q1: 17,215 shares 17,215 $769K <0.01% -45 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 1,622 shares; 2025Q1: 1,332 shares; 2025Q2: 1,412 shares; 2025Q3: 2,221 shares; 2025Q4: 2,257 shares; 2026Q1: 1,899 shares 1,899 $768K <0.01% -358 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 9,185 shares; 2025Q1: 15,121 shares; 2025Q2: 4,924 shares; 2025Q3: 5,672 shares; 2025Q4: 5,760 shares; 2026Q1: 6,017 shares 6,017 $764K <0.01% +257 Timeline OCTM 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: 22,727 shares; 2025Q3: 22,727 shares; 2025Q4: 23,499 shares; 2026Q1: 23,499 shares 23,499 $764K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,225 shares 24,225 $763K <0.01% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724 $761K <0.01% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 13,494 shares; 2025Q1: 15,822 shares; 2025Q2: 16,572 shares; 2025Q3: 17,466 shares; 2025Q4: 17,466 shares; 2026Q1: 18,146 shares 18,146 $759K <0.01% +680 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 57,896 shares; 2025Q3: 57,413 shares; 2025Q4: 62,733 shares; 2026Q1: 53,260 shares 53,260 $759K <0.01% -9,473 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 10,359 shares; 2025Q1: 10,801 shares; 2025Q2: 10,745 shares; 2025Q3: 11,966 shares; 2025Q4: 11,328 shares; 2026Q1: 10,933 shares 10,933 $758K <0.01% -395 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,834 shares; 2025Q1: 11,834 shares; 2025Q2: 11,834 shares; 2025Q3: 11,834 shares; 2025Q4: 11,833 shares; 2026Q1: 12,126 shares 12,126 $757K <0.01% +293 Timeline TNGX TANGO THERAPEUTICS INC More: the full row for TANGO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 39,500 shares; 2025Q2: 39,500 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares 36,000 $753K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,183 shares; 2024Q4: 97,644 shares; 2025Q1: 102,178 shares; 2025Q2: 34,131 shares; 2025Q3: 35,165 shares; 2025Q4: 18,816 shares; 2026Q1: 16,162 shares 16,162 $752K <0.01% -2,654 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,843 shares; 2024Q4: 92,231 shares; 2025Q1: 92,919 shares; 2025Q2: 93,438 shares; 2025Q3: 99,026 shares; 2025Q4: 100,225 shares; 2026Q1: 99,789 shares 99,789 $750K <0.01% -436 Timeline FTXN 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: 22,534 shares; 2024Q4: 17,987 shares; 2025Q1: 15,462 shares; 2025Q2: 13,508 shares; 2025Q3: 13,367 shares; 2025Q4: 11,699 shares; 2026Q1: 19,367 shares 19,367 $748K <0.01% +7,668 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,281 shares; 2024Q4: 17,169 shares; 2025Q1: 17,013 shares; 2025Q2: 17,039 shares; 2025Q3: 17,402 shares; 2025Q4: 17,224 shares; 2026Q1: 17,677 shares 17,677 $747K <0.01% +453 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 15,655 shares; 2025Q4: 5,136 shares; 2026Q1: 19,339 shares 19,339 $747K <0.01% +14,203 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,995 shares; 2025Q3: 2,761 shares; 2025Q4: 8,507 shares; 2026Q1: 8,429 shares 8,429 $743K <0.01% -78 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 11,266 shares; 2025Q1: 11,864 shares; 2025Q2: 10,583 shares; 2025Q3: 11,099 shares; 2025Q4: 11,236 shares; 2026Q1: 11,451 shares 11,451 $740K <0.01% +215 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,068 shares; 2024Q4: 18,850 shares; 2025Q1: 16,055 shares; 2025Q2: 16,055 shares; 2025Q3: 14,105 shares; 2025Q4: 12,885 shares; 2026Q1: 10,535 shares 10,535 $739K <0.01% -2,350 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,096 shares; 2026Q1: 152,630 shares 152,630 $737K <0.01% -466 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,768 shares; 2026Q1: 6,265 shares 6,265 $734K <0.01% +3,497 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 4,558 shares; 2025Q2: 4,620 shares; 2025Q3: 4,725 shares; 2025Q4: 4,727 shares; 2026Q1: 4,629 shares 4,629 $734K <0.01% -98 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,915 shares; 2024Q4: 42,594 shares; 2025Q1: 50,109 shares; 2025Q2: 47,797 shares; 2025Q3: 47,136 shares; 2025Q4: 50,571 shares; 2026Q1: 50,699 shares 50,699 $731K <0.01% +128 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares 7,625 $728K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,099 shares; 2025Q1: 9,343 shares; 2025Q2: 8,145 shares; 2025Q3: 8,029 shares; 2025Q4: 7,961 shares; 2026Q1: 7,680 shares 7,680 $726K <0.01% -281 Timeline KIE 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: 40,182 shares; 2024Q4: 54,869 shares; 2025Q1: 51,159 shares; 2025Q2: 30,960 shares; 2025Q3: 15,342 shares; 2025Q4: 15,312 shares; 2026Q1: 13,191 shares 13,191 $726K <0.01% -2,121 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,052 shares; 2024Q4: 38,556 shares; 2025Q1: 32,814 shares; 2025Q2: 29,150 shares; 2025Q3: 35,957 shares; 2025Q4: 38,716 shares; 2026Q1: 57,111 shares 57,111 $725K <0.01% +18,395 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,451 shares; 2024Q4: 15,516 shares; 2025Q1: 15,179 shares; 2025Q2: 14,860 shares; 2025Q3: 14,628 shares; 2025Q4: 14,666 shares; 2026Q1: 15,110 shares 15,110 $725K <0.01% +444 Timeline BDEC 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: 14,958 shares; 2024Q4: 20,593 shares; 2025Q1: 20,833 shares; 2025Q2: 18,279 shares; 2025Q3: 15,461 shares; 2025Q4: 15,297 shares; 2026Q1: 15,097 shares 15,097 $725K <0.01% -200 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 12,187 shares; 2025Q1: 12,761 shares; 2025Q2: 12,715 shares; 2025Q3: 11,050 shares; 2025Q4: 13,300 shares; 2026Q1: 20,805 shares 20,805 $724K <0.01% +7,505 Timeline EQL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,213 shares; 2025Q3: 14,167 shares; 2025Q4: 13,028 shares; 2026Q1: 15,228 shares 15,228 $724K <0.01% +2,200 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,328 shares; 2025Q3: 8,908 shares; 2025Q4: 8,749 shares; 2026Q1: 10,207 shares 10,207 $724K <0.01% +1,458 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,724 shares; 2024Q4: 15,625 shares; 2025Q1: 14,564 shares; 2025Q2: 14,626 shares; 2025Q3: 14,430 shares; 2025Q4: 15,581 shares; 2026Q1: 15,815 shares 15,815 $721K <0.01% +234 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,642 shares; 2025Q4: 5,844 shares; 2026Q1: 5,963 shares 5,963 $719K <0.01% +119 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,055 shares; 2024Q4: 18,686 shares; 2025Q1: 20,510 shares; 2025Q2: 11,121 shares; 2025Q3: 11,615 shares; 2025Q4: 12,932 shares; 2026Q1: 12,445 shares 12,445 $719K <0.01% -487 Timeline KOCT 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: 24,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,340 shares; 2025Q4: 21,075 shares; 2026Q1: 21,075 shares 21,075 $715K <0.01% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,920 shares; 2024Q4: 11,676 shares; 2025Q1: 10,804 shares; 2025Q2: 7,886 shares; 2025Q3: 7,515 shares; 2025Q4: 21,409 shares; 2026Q1: 21,356 shares 21,356 $715K <0.01% -53 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,835 shares; 2025Q4: 9,182 shares; 2026Q1: 14,333 shares 14,333 $714K <0.01% +5,151 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,996 shares; 2025Q4: 7,341 shares; 2026Q1: 15,180 shares 15,180 $713K <0.01% +7,839 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 29,925 shares; 2025Q1: 29,505 shares; 2025Q2: 34,857 shares; 2025Q3: 37,565 shares; 2025Q4: 32,694 shares; 2026Q1: 33,164 shares 33,164 $711K <0.01% +470 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,796 shares; 2025Q1: 2,906 shares; 2025Q2: 2,814 shares; 2025Q3: 1,215 shares; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $711K <0.01% new Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 3,555 shares; 2025Q1: 3,831 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,625 shares 2,625 $711K <0.01% +405 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 6,445 shares; 2025Q1: 11,570 shares; 2025Q2: 11,758 shares; 2025Q3: 5,601 shares; 2025Q4: 5,449 shares; 2026Q1: 5,538 shares 5,538 $710K <0.01% +89 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,676 shares; 2025Q1: 5,129 shares; 2025Q2: 6,949 shares; 2025Q3: 10,247 shares; 2025Q4: 8,260 shares; 2026Q1: 10,210 shares 10,210 $709K <0.01% +1,950 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 806 shares; 2025Q1: 1,141 shares; 2025Q2: 1,171 shares; 2025Q3: 1,768 shares; 2025Q4: 1,203 shares; 2026Q1: 968 shares 968 $707K <0.01% -235 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: not reported; 2025Q1: 86,344 shares; 2025Q2: 69,007 shares; 2025Q3: 30,756 shares; 2025Q4: 30,159 shares; 2026Q1: 27,574 shares 27,574 $703K <0.01% -2,585 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,100 shares; 2026Q1: 157,100 shares 157,100 $702K <0.01% -2,000 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 29,692 shares; 2025Q1: 35,631 shares; 2025Q2: 27,956 shares; 2025Q3: 28,263 shares; 2025Q4: 27,643 shares; 2026Q1: 28,467 shares 28,467 $701K <0.01% +824 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,657 shares; 2026Q1: 18,641 shares 18,641 $701K <0.01% -16 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 7,647 shares; 2025Q1: 7,609 shares; 2025Q2: 7,678 shares; 2025Q3: 7,311 shares; 2025Q4: 6,653 shares; 2026Q1: 6,596 shares 6,596 $701K <0.01% -57 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,777 shares; 2024Q4: 27,401 shares; 2025Q1: 40,219 shares; 2025Q2: 14,058 shares; 2025Q3: 13,407 shares; 2025Q4: 12,214 shares; 2026Q1: 11,628 shares 11,628 $700K <0.01% -586 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,875 shares; 2026Q1: 13,875 shares 13,875 $700K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,392 shares; 2025Q1: 3,390 shares; 2025Q2: 3,360 shares; 2025Q3: 3,431 shares; 2025Q4: 3,027 shares; 2026Q1: 2,164 shares 2,164 $698K <0.01% -863 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,198 shares; 2024Q4: 44,425 shares; 2025Q1: 51,400 shares; 2025Q2: 49,581 shares; 2025Q3: 48,868 shares; 2025Q4: 44,148 shares; 2026Q1: 43,929 shares 43,929 $698K <0.01% -219 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,093 shares; 2025Q4: 13,207 shares; 2026Q1: 22,010 shares 22,010 $697K <0.01% +8,803 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 10,761 shares; 2025Q1: 12,386 shares; 2025Q2: 26,506 shares; 2025Q3: 33,337 shares; 2025Q4: 33,912 shares; 2026Q1: 12,568 shares 12,568 $695K <0.01% -21,344 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,729 shares; 2024Q4: 66,126 shares; 2025Q1: 70,991 shares; 2025Q2: 51,347 shares; 2025Q3: 66,795 shares; 2025Q4: 69,374 shares; 2026Q1: 77,118 shares 77,118 $695K <0.01% +7,744 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 25,256 shares; 2025Q1: 23,469 shares; 2025Q2: 23,535 shares; 2025Q3: 23,745 shares; 2025Q4: 23,455 shares; 2026Q1: 21,332 shares 21,332 $692K <0.01% -2,123 Timeline FAB 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: 117,773 shares; 2024Q4: 116,358 shares; 2025Q1: 12,244 shares; 2025Q2: 7,371 shares; 2025Q3: 7,321 shares; 2025Q4: 7,321 shares; 2026Q1: 7,320 shares 7,320 $692K <0.01% -1 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,568 shares; 2024Q4: 57,850 shares; 2025Q1: 53,907 shares; 2025Q2: 71,152 shares; 2025Q3: 53,400 shares; 2025Q4: 60,180 shares; 2026Q1: 60,180 shares 60,180 $690K <0.01% 0 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,558 shares 32,558 $690K <0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,225 shares; 2024Q4: 15,225 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares; 2025Q3: 19,512 shares; 2025Q4: 19,152 shares; 2026Q1: 15,275 shares 15,275 $688K <0.01% -3,877 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,237 shares 42,237 $688K <0.01% new Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 25,871 shares; 2025Q4: 21,110 shares; 2026Q1: 20,764 shares 20,764 $687K <0.01% -346 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 509 shares; 2025Q4: 804 shares; 2026Q1: 866 shares 866 $684K <0.01% +62 Timeline RCMT RCM TECHNOLOGIES INC More: the full row for RCM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,102 shares; 2024Q4: 35,719 shares; 2025Q1: 35,328 shares; 2025Q2: 35,141 shares; 2025Q3: 35,379 shares; 2025Q4: 34,394 shares; 2026Q1: 35,735 shares 35,735 $684K <0.01% +1,341 Timeline YMAR 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: 25,000 shares 25,000 $684K <0.01% new Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,026 shares; 2026Q1: 33,660 shares 33,660 $683K <0.01% -2,366 Timeline BRAEMAR HOTELS & RESORTS INC BRAEMAR HOTELS & RESORTS INC More: the full row for BRAEMAR HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,696 shares; 2024Q4: 58,696 shares; 2025Q1: 56,671 shares; 2025Q2: 51,921 shares; 2025Q3: 52,371 shares; 2025Q4: 49,371 shares; 2026Q1: 46,971 shares 46,971 $683K <0.01% -2,400 XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,031 shares; 2024Q4: 61,870 shares; 2025Q1: 59,802 shares; 2025Q2: 63,292 shares; 2025Q3: 64,291 shares; 2025Q4: 66,373 shares; 2026Q1: 69,423 shares 69,423 $682K <0.01% +3,050 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,093 shares; 2026Q1: 75,119 shares 75,119 $679K <0.01% +30,026 Timeline BFEB 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: 21,184 shares; 2024Q4: 20,200 shares; 2025Q1: 18,665 shares; 2025Q2: 17,637 shares; 2025Q3: 15,829 shares; 2025Q4: 14,231 shares; 2026Q1: 14,231 shares 14,231 $679K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,629 shares; 2024Q4: 35,529 shares; 2025Q1: 36,354 shares; 2025Q2: 34,794 shares; 2025Q3: 34,584 shares; 2025Q4: 34,225 shares; 2026Q1: 47,228 shares 47,228 $678K <0.01% +13,003 Timeline PWV 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: 9,139 shares; 2024Q4: 10,377 shares; 2025Q1: 9,479 shares; 2025Q2: 10,291 shares; 2025Q3: 9,991 shares; 2025Q4: 9,667 shares; 2026Q1: 9,719 shares 9,719 $678K <0.01% +52 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA 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: 160,200 shares; 2025Q4: 142,880 shares; 2026Q1: 156,270 shares 156,270 $678K <0.01% +13,390 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,643 shares; 2026Q1: 38,706 shares 38,706 $678K <0.01% +1,063 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,729 shares; 2024Q4: 16,088 shares; 2025Q1: 17,649 shares; 2025Q2: 18,478 shares; 2025Q3: 18,350 shares; 2025Q4: 17,995 shares; 2026Q1: 16,796 shares 16,796 $674K <0.01% -1,199 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,377 shares; 2024Q4: 58,178 shares; 2025Q1: 40,289 shares; 2025Q2: 34,572 shares; 2025Q3: 28,964 shares; 2025Q4: 74,031 shares; 2026Q1: 18,998 shares 18,998 $674K <0.01% -55,033 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 10,328 shares; 2025Q1: 10,629 shares; 2025Q2: 11,220 shares; 2025Q3: 11,270 shares; 2025Q4: 12,146 shares; 2026Q1: 11,530 shares 11,530 $674K <0.01% -616 Timeline ESPO 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: 9,650 shares; 2024Q4: 9,650 shares; 2025Q1: 9,650 shares; 2025Q2: 9,855 shares; 2025Q3: 10,155 shares; 2025Q4: 7,658 shares; 2026Q1: 7,453 shares 7,453 $674K <0.01% -205 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,724 shares; 2024Q4: 47,239 shares; 2025Q1: 42,201 shares; 2025Q2: 37,351 shares; 2025Q3: 34,722 shares; 2025Q4: 38,588 shares; 2026Q1: 38,855 shares 38,855 $673K <0.01% +267 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,932 shares; 2024Q4: 28,131 shares; 2025Q1: 31,450 shares; 2025Q2: 44,655 shares; 2025Q3: 44,931 shares; 2025Q4: 41,821 shares; 2026Q1: 30,905 shares 30,905 $670K <0.01% -10,916 Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,892 shares; 2025Q1: 11,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,838 shares; 2026Q1: 37,356 shares 37,356 $670K <0.01% +13,518 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,922 shares; 2024Q4: 23,329 shares; 2025Q1: 20,254 shares; 2025Q2: 20,330 shares; 2025Q3: 23,872 shares; 2025Q4: 72,457 shares; 2026Q1: 27,072 shares 27,072 $670K <0.01% -45,385 Timeline MUST 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: 42,438 shares; 2024Q4: 37,688 shares; 2025Q1: 38,385 shares; 2025Q2: 27,235 shares; 2025Q3: 27,975 shares; 2025Q4: 31,366 shares; 2026Q1: 32,281 shares 32,281 $662K <0.01% +915 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,855 shares 8,855 $659K <0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 5,407 shares; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,532 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares 3,284 $657K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,203 shares; 2024Q4: 20,675 shares; 2025Q1: 64,191 shares; 2025Q2: 66,861 shares; 2025Q3: 73,274 shares; 2025Q4: 50,511 shares; 2026Q1: 56,520 shares 56,520 $656K <0.01% +6,009 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,788 shares; 2025Q3: 6,955 shares; 2025Q4: 7,567 shares; 2026Q1: 7,816 shares 7,816 $654K <0.01% +249 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,268 shares; 2024Q4: 40,398 shares; 2025Q1: 40,985 shares; 2025Q2: 21,796 shares; 2025Q3: 35,300 shares; 2025Q4: 35,019 shares; 2026Q1: 24,875 shares 24,875 $653K <0.01% -10,144 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,723 shares; 2025Q1: 6,723 shares; 2025Q2: 6,723 shares; 2025Q3: 6,723 shares; 2025Q4: 12,249 shares; 2026Q1: 12,249 shares 12,249 $653K <0.01% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,584 shares; 2025Q1: 7,084 shares; 2025Q2: 7,389 shares; 2025Q3: 7,434 shares; 2025Q4: 7,234 shares; 2026Q1: 5,634 shares 5,634 $647K <0.01% -1,600 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,606 shares; 2026Q1: 6,050 shares 6,050 $645K <0.01% +1,444 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,479 shares; 2024Q4: 15,943 shares; 2025Q1: 12,667 shares; 2025Q2: 11,069 shares; 2025Q3: 17,999 shares; 2025Q4: 16,899 shares; 2026Q1: 17,309 shares 17,309 $645K <0.01% +410 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly 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: 68,448 shares; 2025Q4: 66,948 shares; 2026Q1: 66,948 shares 66,948 $645K <0.01% 0 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,099 shares; 2026Q1: 44,551 shares 44,551 $645K <0.01% -17,548 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,284 shares; 2024Q4: 49,021 shares; 2025Q1: 41,011 shares; 2025Q2: 41,649 shares; 2025Q3: 41,134 shares; 2025Q4: 39,879 shares; 2026Q1: 18,143 shares 18,143 $644K <0.01% -21,736 Timeline KNOP KNOT OFFSHORE PARTNERS LP More: the full row for KNOT OFFSHORE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,777 shares 63,777 $643K <0.01% new Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,065 shares; 2026Q1: 18,603 shares 18,603 $642K <0.01% +10,538 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU 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: 38,792 shares; 2025Q4: 34,292 shares; 2026Q1: 34,980 shares 34,980 $640K <0.01% +688 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 7,959 shares; 2025Q1: 8,244 shares; 2025Q2: 20,268 shares; 2025Q3: 14,073 shares; 2025Q4: 13,068 shares; 2026Q1: 6,465 shares 6,465 $638K <0.01% -6,603 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,138 shares; 2024Q4: 29,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,138 shares; 2025Q4: 59,472 shares; 2026Q1: 59,472 shares 59,472 $637K <0.01% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,429 shares; 2025Q1: 65,858 shares; 2025Q2: 65,619 shares; 2025Q3: 67,513 shares; 2025Q4: 54,707 shares; 2026Q1: 17,292 shares 17,292 $637K <0.01% -37,415 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,357 shares; 2025Q3: 22,511 shares; 2025Q4: 22,281 shares; 2026Q1: 22,763 shares 22,763 $635K <0.01% +482 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,478 shares; 2024Q4: 25,269 shares; 2025Q1: 22,963 shares; 2025Q2: 17,262 shares; 2025Q3: 16,089 shares; 2025Q4: 18,086 shares; 2026Q1: 15,914 shares 15,914 $634K <0.01% -2,172 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 11,150 shares; 2026Q1: 12,700 shares 12,700 $633K <0.01% +1,550 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 5,352 shares; 2025Q1: 6,276 shares; 2025Q2: 5,418 shares; 2025Q3: 5,387 shares; 2025Q4: 8,009 shares; 2026Q1: 7,568 shares 7,568 $632K <0.01% -441 Timeline KCE 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: 3,257 shares; 2024Q4: 7,280 shares; 2025Q1: 6,533 shares; 2025Q2: 5,654 shares; 2025Q3: 6,489 shares; 2025Q4: 5,384 shares; 2026Q1: 4,584 shares 4,584 $631K <0.01% -800 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,963 shares; 2025Q1: 3,713 shares; 2025Q2: 3,958 shares; 2025Q3: 9,958 shares; 2025Q4: 10,008 shares; 2026Q1: 9,958 shares 9,958 $630K <0.01% -50 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,124 shares; 2025Q1: 6,020 shares; 2025Q2: 5,465 shares; 2025Q3: 5,399 shares; 2025Q4: 4,894 shares; 2026Q1: 5,038 shares 5,038 $629K <0.01% +144 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,342 shares; 2024Q4: 95,650 shares; 2025Q1: 94,801 shares; 2025Q2: 95,011 shares; 2025Q3: 94,895 shares; 2025Q4: 93,519 shares; 2026Q1: 95,072 shares 95,072 $628K <0.01% +1,553 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: not reported; 2025Q1: 2,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 2,560 shares 2,560 $627K <0.01% +1,605 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 8,065 shares; 2025Q1: 8,822 shares; 2025Q2: 8,776 shares; 2025Q3: 8,706 shares; 2025Q4: 7,948 shares; 2026Q1: 9,046 shares 9,046 $626K <0.01% +1,098 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 22,355 shares 22,355 $625K <0.01% +12,355 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 4,230 shares; 2025Q1: 4,289 shares; 2025Q2: 7,651 shares; 2025Q3: 8,012 shares; 2025Q4: 8,024 shares; 2026Q1: 8,701 shares 8,701 $624K <0.01% +677 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,061 shares; 2025Q1: 9,659 shares; 2025Q2: 9,909 shares; 2025Q3: 13,941 shares; 2025Q4: 15,577 shares; 2026Q1: 13,916 shares 13,916 $623K <0.01% -1,661 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 11,296 shares; 2025Q1: 11,534 shares; 2025Q2: 12,428 shares; 2025Q3: 10,813 shares; 2025Q4: 4,029 shares; 2026Q1: 3,476 shares 3,476 $620K <0.01% -553 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,051 shares 4,051 $620K <0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,169 shares; 2025Q1: 3,219 shares; 2025Q2: 2,983 shares; 2025Q3: 2,874 shares; 2025Q4: 2,472 shares; 2026Q1: 2,470 shares 2,470 $619K <0.01% -2 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 6,549 shares; 2025Q1: 6,694 shares; 2025Q2: 10,705 shares; 2025Q3: 10,471 shares; 2025Q4: 8,843 shares; 2026Q1: 6,097 shares 6,097 $618K <0.01% -2,746 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,663 shares; 2025Q1: 10,035 shares; 2025Q2: 9,438 shares; 2025Q3: 11,387 shares; 2025Q4: 13,124 shares; 2026Q1: 15,856 shares 15,856 $618K <0.01% +2,732 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,621 shares; 2025Q1: 6,323 shares; 2025Q2: 7,613 shares; 2025Q3: 7,797 shares; 2025Q4: 8,156 shares; 2026Q1: 8,462 shares 8,462 $616K <0.01% +306 Timeline XTWO 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: 5,131 shares; 2025Q1: 5,320 shares; 2025Q2: 5,479 shares; 2025Q3: 8,448 shares; 2025Q4: 10,977 shares; 2026Q1: 12,476 shares 12,476 $615K <0.01% +1,499 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,140 shares; 2025Q1: 12,711 shares; 2025Q2: 16,405 shares; 2025Q3: 15,546 shares; 2025Q4: 17,885 shares; 2026Q1: 17,029 shares 17,029 $614K <0.01% -856 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,173 shares; 2024Q4: 49,748 shares; 2025Q1: 81,681 shares; 2025Q2: 40,181 shares; 2025Q3: 74,808 shares; 2025Q4: 101,640 shares; 2026Q1: 118,616 shares 118,616 $613K <0.01% +16,976 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 8,129 shares 8,129 $611K <0.01% +5,698 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,571 shares; 2025Q1: 4,528 shares; 2025Q2: 4,952 shares; 2025Q3: 16,622 shares; 2025Q4: 23,999 shares; 2026Q1: 24,003 shares 24,003 $610K <0.01% +4 Timeline GAPR 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: 13,014 shares; 2025Q3: 15,189 shares; 2025Q4: 15,089 shares; 2026Q1: 15,065 shares 15,065 $610K <0.01% -24 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,277 shares 4,277 $609K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,098 shares; 2025Q1: 4,994 shares; 2025Q2: 5,168 shares; 2025Q3: 3,797 shares; 2025Q4: 2,567 shares; 2026Q1: 2,812 shares 2,812 $607K <0.01% +245 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,485 shares; 2026Q1: 6,445 shares 6,445 $607K <0.01% -40 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly 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: 41,630 shares; 2025Q4: 42,273 shares; 2026Q1: 42,065 shares 42,065 $606K <0.01% -208 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,513 shares; 2025Q2: 30,803 shares; 2025Q3: 31,490 shares; 2025Q4: 33,811 shares; 2026Q1: 32,898 shares 32,898 $605K <0.01% -913 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,287 shares; 2024Q4: 14,279 shares; 2025Q1: 9,278 shares; 2025Q2: 108,854 shares; 2025Q3: 103,345 shares; 2025Q4: 15,530 shares; 2026Q1: 5,395 shares 5,395 $604K <0.01% -10,135 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,028 shares; 2025Q1: 873 shares; 2025Q2: 856 shares; 2025Q3: 778 shares; 2025Q4: 684 shares; 2026Q1: 506 shares 506 $603K <0.01% -178 CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,229 shares; 2024Q4: 227,384 shares; 2025Q1: 216,092 shares; 2025Q2: 153,695 shares; 2025Q3: 89,806 shares; 2025Q4: 52,917 shares; 2026Q1: 76,593 shares 76,593 $602K <0.01% +23,676 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 3,600 shares; 2025Q3: 4,866 shares; 2025Q4: 4,691 shares; 2026Q1: 4,474 shares 4,474 $597K <0.01% -217 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 5,649 shares; 2025Q1: 5,510 shares; 2025Q2: 6,475 shares; 2025Q3: 7,638 shares; 2025Q4: 13,021 shares; 2026Q1: 14,692 shares 14,692 $595K <0.01% +1,671 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,699 shares; 2025Q1: 7,251 shares; 2025Q2: 6,829 shares; 2025Q3: 6,745 shares; 2025Q4: 10,401 shares; 2026Q1: 6,865 shares 6,865 $595K <0.01% -3,536 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 4,013 shares; 2025Q1: 4,296 shares; 2025Q2: 5,390 shares; 2025Q3: 8,430 shares; 2025Q4: 9,518 shares; 2026Q1: 7,845 shares 7,845 $594K <0.01% -1,673 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 7,057 shares; 2025Q1: 7,131 shares; 2025Q2: 7,291 shares; 2025Q3: 6,705 shares; 2025Q4: 6,585 shares; 2026Q1: 7,004 shares 7,004 $594K <0.01% +419 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,498 shares; 2025Q1: 9,196 shares; 2025Q2: 9,196 shares; 2025Q3: 9,283 shares; 2025Q4: 8,889 shares; 2026Q1: 8,678 shares 8,678 $594K <0.01% -211 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,260 shares; 2024Q4: 35,236 shares; 2025Q1: 33,631 shares; 2025Q2: 37,754 shares; 2025Q3: 36,934 shares; 2025Q4: 30,424 shares; 2026Q1: 26,067 shares 26,067 $593K <0.01% -4,357 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 5,949 shares; 2025Q1: 10,145 shares; 2025Q2: 15,969 shares; 2025Q3: 16,232 shares; 2025Q4: 10,791 shares; 2026Q1: 9,217 shares 9,217 $591K <0.01% -1,574 Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,289 shares; 2026Q1: 22,480 shares 22,480 $590K <0.01% +1,191 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,253 shares; 2024Q4: 76,102 shares; 2025Q1: 77,209 shares; 2025Q2: 84,060 shares; 2025Q3: 83,237 shares; 2025Q4: 16,588 shares; 2026Q1: 47,536 shares 47,536 $589K <0.01% +30,948 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,593 shares; 2024Q4: 23,241 shares; 2025Q1: 17,564 shares; 2025Q2: 15,402 shares; 2025Q3: 6,446 shares; 2025Q4: 9,799 shares; 2026Q1: 15,056 shares 15,056 $588K <0.01% +5,257 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,860 shares; 2025Q2: 12,360 shares; 2025Q3: 12,430 shares; 2025Q4: 12,430 shares; 2026Q1: 18,563 shares 18,563 $588K <0.01% +6,133 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,229 shares; 2024Q4: 28,409 shares; 2025Q1: 27,956 shares; 2025Q2: 33,975 shares; 2025Q3: 31,736 shares; 2025Q4: 28,421 shares; 2026Q1: 27,384 shares 27,384 $586K <0.01% -1,037 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,750 shares; 2026Q1: 40,668 shares 40,668 $584K <0.01% -82 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,357 shares; 2024Q4: 20,740 shares; 2025Q1: 21,258 shares; 2025Q2: 9,163 shares; 2025Q3: 9,857 shares; 2025Q4: not reported; 2026Q1: 18,706 shares 18,706 $583K <0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,833 shares; 2025Q1: 9,683 shares; 2025Q2: 9,683 shares; 2025Q3: 9,195 shares; 2025Q4: 9,095 shares; 2026Q1: 9,266 shares 9,266 $583K <0.01% +171 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,959 shares; 2024Q4: 18,043 shares; 2025Q1: 20,767 shares; 2025Q2: 21,445 shares; 2025Q3: 22,925 shares; 2025Q4: 27,405 shares; 2026Q1: 46,317 shares 46,317 $582K <0.01% +18,912 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: not reported; 2025Q1: 11,318 shares; 2025Q2: 7,872 shares; 2025Q3: 6,299 shares; 2025Q4: 5,788 shares; 2026Q1: 5,764 shares 5,764 $581K <0.01% -24 Timeline DBJP 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: 5,754 shares; 2025Q4: 5,754 shares; 2026Q1: 5,754 shares 5,754 $581K <0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,592 shares; 2024Q4: 21,257 shares; 2025Q1: 23,933 shares; 2025Q2: 23,287 shares; 2025Q3: 22,400 shares; 2025Q4: 22,387 shares; 2026Q1: 22,741 shares 22,741 $579K <0.01% +354 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,825 shares; 2025Q4: 22,927 shares; 2026Q1: 16,872 shares 16,872 $578K <0.01% -6,055 Timeline GSEP 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: 11,432 shares; 2024Q4: 15,479 shares; 2025Q1: 18,064 shares; 2025Q2: 16,839 shares; 2025Q3: 18,963 shares; 2025Q4: 15,719 shares; 2026Q1: 15,178 shares 15,178 $578K <0.01% -541 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,022 shares; 2025Q2: 11,919 shares; 2025Q3: 20,653 shares; 2025Q4: 23,614 shares; 2026Q1: 23,814 shares 23,814 $577K <0.01% +200 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,865 shares; 2025Q1: 9,857 shares; 2025Q2: 9,205 shares; 2025Q3: 8,976 shares; 2025Q4: 8,176 shares; 2026Q1: 6,537 shares 6,537 $575K <0.01% -1,639 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,536 shares; 2024Q4: 46,594 shares; 2025Q1: 45,252 shares; 2025Q2: 44,764 shares; 2025Q3: 44,775 shares; 2025Q4: 43,876 shares; 2026Q1: 50,661 shares 50,661 $574K <0.01% +6,785 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,977 shares; 2024Q4: 64,842 shares; 2025Q1: 103,815 shares; 2025Q2: 87,787 shares; 2025Q3: 59,924 shares; 2025Q4: 9,187 shares; 2026Q1: 23,668 shares 23,668 $573K <0.01% +14,481 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 647 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 674 shares 674 $572K <0.01% -3 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 3,040 shares 3,040 $572K <0.01% +100 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 57,886 shares; 2025Q3: 73,806 shares; 2025Q4: 77,488 shares; 2026Q1: 14,443 shares 14,443 $569K <0.01% -63,045 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 8,105 shares; 2025Q1: 17,310 shares; 2025Q2: 10,039 shares; 2025Q3: 9,037 shares; 2025Q4: 8,567 shares; 2026Q1: 15,359 shares 15,359 $565K <0.01% +6,792 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,323 shares; 2024Q4: 14,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,424 shares; 2025Q4: not reported; 2026Q1: 33,023 shares 33,023 $565K <0.01% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,452 shares; 2024Q4: 52,254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,920 shares; 2025Q4: 53,856 shares; 2026Q1: 58,952 shares 58,952 $565K <0.01% +5,096 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,557 shares; 2026Q1: 6,208 shares 6,208 $564K <0.01% +2,651 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,845 shares; 2025Q2: 6,686 shares; 2025Q3: 8,539 shares; 2025Q4: 6,345 shares; 2026Q1: 9,775 shares 9,775 $563K <0.01% +3,430 Timeline RM REGIONAL MGMT CORP More: the full row for REGIONAL MGMT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,215 shares; 2024Q4: 17,110 shares; 2025Q1: 16,968 shares; 2025Q2: 16,953 shares; 2025Q3: 17,228 shares; 2025Q4: 16,991 shares; 2026Q1: 17,464 shares 17,464 $563K <0.01% +473 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,663 shares; 2025Q1: 36,309 shares; 2025Q2: 36,499 shares; 2025Q3: 36,665 shares; 2025Q4: 34,150 shares; 2026Q1: 31,305 shares 31,305 $562K <0.01% -2,845 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,047 shares; 2024Q4: 52,592 shares; 2025Q1: 45,935 shares; 2025Q2: 2,340 shares; 2025Q3: 2,580 shares; 2025Q4: 2,398 shares; 2026Q1: 2,170 shares 2,170 $561K <0.01% -228 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 7,544 shares; 2025Q3: 14,755 shares; 2025Q4: 6,510 shares; 2026Q1: 5,048 shares 5,048 $561K <0.01% -1,462 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,371 shares; 2025Q1: 3,876 shares; 2025Q2: 3,816 shares; 2025Q3: 3,689 shares; 2025Q4: 3,412 shares; 2026Q1: 3,349 shares 3,349 $560K <0.01% -63 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,258 shares; 2024Q4: 16,445 shares; 2025Q1: 17,863 shares; 2025Q2: 16,215 shares; 2025Q3: 16,190 shares; 2025Q4: 15,180 shares; 2026Q1: 15,910 shares 15,910 $557K <0.01% +730 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,058 shares; 2025Q2: 20,015 shares; 2025Q3: 18,518 shares; 2025Q4: 18,802 shares; 2026Q1: 13,991 shares 13,991 $557K <0.01% -4,811 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR 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: not reported; 2026Q1: 22,780 shares 22,780 $557K <0.01% new Timeline BSEP 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: 13,697 shares; 2024Q4: 13,053 shares; 2025Q1: 13,378 shares; 2025Q2: 11,798 shares; 2025Q3: 11,898 shares; 2025Q4: 12,023 shares; 2026Q1: 11,583 shares 11,583 $557K <0.01% -440 Timeline TEQI 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: 14,566 shares; 2024Q4: 21,490 shares; 2025Q1: 17,032 shares; 2025Q2: 19,647 shares; 2025Q3: 22,995 shares; 2025Q4: 12,144 shares; 2026Q1: 12,350 shares 12,350 $556K <0.01% +206 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,783 shares; 2024Q4: 130,907 shares; 2025Q1: 131,032 shares; 2025Q2: 132,518 shares; 2025Q3: 130,731 shares; 2025Q4: 127,465 shares; 2026Q1: 123,650 shares 123,650 $555K <0.01% -3,815 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,749 shares; 2024Q4: 60,221 shares; 2025Q1: 52,975 shares; 2025Q2: 52,537 shares; 2025Q3: 51,346 shares; 2025Q4: 35,687 shares; 2026Q1: 38,815 shares 38,815 $555K <0.01% +3,128 Timeline GMAY 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: 176,928 shares; 2024Q4: 176,387 shares; 2025Q1: 173,187 shares; 2025Q2: 49,287 shares; 2025Q3: 49,118 shares; 2025Q4: 25,309 shares; 2026Q1: 13,471 shares 13,471 $553K <0.01% -11,838 Timeline MINO 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: 5,971 shares; 2024Q4: 6,109 shares; 2025Q1: 9,581 shares; 2025Q2: 10,100 shares; 2025Q3: 9,947 shares; 2025Q4: 10,076 shares; 2026Q1: 12,235 shares 12,235 $553K <0.01% +2,159 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,940 shares; 2024Q4: 123,172 shares; 2025Q1: 121,447 shares; 2025Q2: 114,904 shares; 2025Q3: 104,130 shares; 2025Q4: 77,519 shares; 2026Q1: 71,170 shares 71,170 $552K <0.01% -6,349 Timeline QLTA 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: 8,178 shares; 2025Q4: 10,880 shares; 2026Q1: 11,599 shares 11,599 $552K <0.01% +719 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,305 shares; 2025Q1: 17,318 shares; 2025Q2: 18,157 shares; 2025Q3: 18,061 shares; 2025Q4: 18,337 shares; 2026Q1: 22,606 shares 22,606 $549K <0.01% +4,269 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 10,076 shares; 2025Q1: 39,844 shares; 2025Q2: 72,636 shares; 2025Q3: 81,150 shares; 2025Q4: 74,087 shares; 2026Q1: 78,670 shares 78,670 $547K <0.01% +4,583 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 8,679 shares; 2025Q1: 19,057 shares; 2025Q2: 11,722 shares; 2025Q3: 12,431 shares; 2025Q4: 8,274 shares; 2026Q1: 3,001 shares 3,001 $547K <0.01% -5,273 Timeline DRES GMO ETF TRUST More: the full row for GMO 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: 19,592 shares 19,592 $546K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 5,289 shares; 2025Q1: 4,827 shares; 2025Q2: 4,083 shares; 2025Q3: 4,164 shares; 2025Q4: 4,530 shares; 2026Q1: 4,019 shares 4,019 $545K <0.01% -511 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,795 shares 8,795 $544K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 23,931 shares; 2026Q1: 70,937 shares 70,937 $544K <0.01% +47,006 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,827 shares; 2025Q1: 8,799 shares; 2025Q2: 6,992 shares; 2025Q3: 10,019 shares; 2025Q4: 5,538 shares; 2026Q1: 5,455 shares 5,455 $542K <0.01% -83 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 3,107 shares 3,107 $541K <0.01% +1,767 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 990 shares 990 $539K <0.01% new Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 9,980 shares; 2025Q1: 9,995 shares; 2025Q2: 9,997 shares; 2025Q3: 10,516 shares; 2025Q4: 20,923 shares; 2026Q1: 17,100 shares 17,100 $539K <0.01% -3,823 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 9,046 shares; 2025Q1: 5,490 shares; 2025Q2: 6,964 shares; 2025Q3: not reported; 2025Q4: 4,774 shares; 2026Q1: 5,113 shares 5,113 $538K <0.01% +339 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,594 shares; 2025Q4: 94,417 shares; 2026Q1: 94,128 shares 94,128 $537K <0.01% -289 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,806 shares; 2024Q4: 122,964 shares; 2025Q1: 141,651 shares; 2025Q2: 125,010 shares; 2025Q3: 128,680 shares; 2025Q4: 104,896 shares; 2026Q1: 100,205 shares 100,205 $537K <0.01% -4,691 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,788 shares; 2026Q1: 3,276 shares 3,276 $536K <0.01% +488 Timeline