RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,884 shares; 2024Q4: 76,338 shares; 2025Q1: 77,752 shares; 2025Q2: 77,935 shares; 2025Q3: 78,716 shares; 2025Q4: 74,365 shares; 2026Q1: 76,049 shares 76,049 $536K <0.01% +1,684 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,561 shares; 2024Q4: 16,760 shares; 2025Q1: 18,242 shares; 2025Q2: 20,967 shares; 2025Q3: 24,029 shares; 2025Q4: 27,149 shares; 2026Q1: 33,399 shares 33,399 $535K <0.01% +6,250 Timeline EJAN 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: 21,773 shares; 2024Q4: 23,773 shares; 2025Q1: 19,903 shares; 2025Q2: 18,295 shares; 2025Q3: 16,795 shares; 2025Q4: 15,760 shares; 2026Q1: 15,760 shares 15,760 $535K <0.01% 0 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $534K <0.01% new Timeline MDYG 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: 3,938 shares; 2024Q4: 6,117 shares; 2025Q1: 5,589 shares; 2025Q2: 5,176 shares; 2025Q3: 5,011 shares; 2025Q4: 5,235 shares; 2026Q1: 5,551 shares 5,551 $533K <0.01% +316 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,560 shares; 2025Q4: 102,610 shares; 2026Q1: 172,610 shares 172,610 $532K <0.01% +70,000 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG 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: 2,935 shares; 2026Q1: 3,585 shares 3,585 $532K <0.01% +650 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,156 shares; 2025Q1: 4,686 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,129 shares; 2026Q1: 6,049 shares 6,049 $531K <0.01% +1,920 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 6,111 shares; 2025Q1: 5,699 shares; 2025Q2: 5,717 shares; 2025Q3: 5,561 shares; 2025Q4: 5,407 shares; 2026Q1: 5,483 shares 5,483 $531K <0.01% +76 Timeline DJUL 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: 159,063 shares; 2024Q4: 153,049 shares; 2025Q1: 149,825 shares; 2025Q2: 10,929 shares; 2025Q3: 13,727 shares; 2025Q4: 13,727 shares; 2026Q1: 11,357 shares 11,357 $531K <0.01% -2,370 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,262 shares; 2024Q4: 26,262 shares; 2025Q1: 25,462 shares; 2025Q2: 23,975 shares; 2025Q3: 23,862 shares; 2025Q4: 21,218 shares; 2026Q1: 21,968 shares 21,968 $529K <0.01% +750 JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,212 shares; 2025Q1: 6,129 shares; 2025Q2: 8,041 shares; 2025Q3: 7,980 shares; 2025Q4: 7,847 shares; 2026Q1: 7,865 shares 7,865 $528K <0.01% +18 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 5,571 shares; 2025Q1: 5,228 shares; 2025Q2: 5,410 shares; 2025Q3: 5,815 shares; 2025Q4: 6,488 shares; 2026Q1: 6,356 shares 6,356 $525K <0.01% -132 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,823 shares; 2024Q4: 18,668 shares; 2025Q1: 26,736 shares; 2025Q2: 26,199 shares; 2025Q3: 38,676 shares; 2025Q4: 40,845 shares; 2026Q1: 41,695 shares 41,695 $525K <0.01% +850 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,619 shares; 2025Q1: 5,956 shares; 2025Q2: 5,832 shares; 2025Q3: 6,020 shares; 2025Q4: 5,847 shares; 2026Q1: 5,679 shares 5,679 $524K <0.01% -168 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,490 shares; 2024Q4: 108,990 shares; 2025Q1: 104,990 shares; 2025Q2: 84,890 shares; 2025Q3: 74,890 shares; 2025Q4: 26,539 shares; 2026Q1: 26,739 shares 26,739 $523K <0.01% +200 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,951 shares; 2025Q2: 1,258 shares; 2025Q3: 1,563 shares; 2025Q4: 2,566 shares; 2026Q1: 2,101 shares 2,101 $522K <0.01% -465 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,279 shares; 2024Q4: 31,661 shares; 2025Q1: 32,092 shares; 2025Q2: 31,635 shares; 2025Q3: 63,315 shares; 2025Q4: 56,928 shares; 2026Q1: 31,098 shares 31,098 $522K <0.01% -25,830 Timeline LRGF 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: 8,593 shares; 2024Q4: 8,544 shares; 2025Q1: 8,179 shares; 2025Q2: 8,055 shares; 2025Q3: 8,473 shares; 2025Q4: 14,861 shares; 2026Q1: 7,906 shares 7,906 $522K <0.01% -6,955 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA 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: not reported; 2026Q1: 23,472 shares 23,472 $522K <0.01% new Timeline SEMI 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: 13,335 shares; 2024Q4: 15,366 shares; 2025Q1: 15,617 shares; 2025Q2: 16,305 shares; 2025Q3: 21,970 shares; 2025Q4: 21,667 shares; 2026Q1: 18,044 shares 18,044 $521K <0.01% -3,623 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,058 shares; 2025Q3: 10,185 shares; 2025Q4: 13,723 shares; 2026Q1: 17,026 shares 17,026 $519K <0.01% +3,303 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,026 shares; 2025Q4: 68,216 shares; 2026Q1: 75,805 shares 75,805 $519K <0.01% +7,589 Timeline DDEC 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: 10,688 shares; 2024Q4: 10,776 shares; 2025Q1: 12,478 shares; 2025Q2: 11,154 shares; 2025Q3: 11,154 shares; 2025Q4: 10,656 shares; 2026Q1: 11,721 shares 11,721 $519K <0.01% +1,065 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 39,315 shares; 2025Q1: 3,940 shares; 2025Q2: 6,166 shares; 2025Q3: 6,223 shares; 2025Q4: 7,936 shares; 2026Q1: 5,857 shares 5,857 $518K <0.01% -2,079 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,094 shares; 2024Q4: not reported; 2025Q1: 7,554 shares; 2025Q2: 7,586 shares; 2025Q3: 6,711 shares; 2025Q4: not reported; 2026Q1: 17,646 shares 17,646 $518K <0.01% new Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,206 shares 14,206 $518K <0.01% new Timeline YSEP 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: 12,373 shares; 2025Q4: 19,364 shares; 2026Q1: 19,744 shares 19,744 $517K <0.01% +380 Timeline DIV 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: 46,002 shares; 2024Q4: 37,614 shares; 2025Q1: 37,264 shares; 2025Q2: 35,832 shares; 2025Q3: 32,804 shares; 2025Q4: 31,653 shares; 2026Q1: 27,183 shares 27,183 $514K <0.01% -4,470 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,638 shares; 2026Q1: 5,636 shares 5,636 $512K <0.01% -2 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 7,925 shares; 2025Q1: 9,091 shares; 2025Q2: 9,420 shares; 2025Q3: 7,832 shares; 2025Q4: 7,433 shares; 2026Q1: 7,601 shares 7,601 $511K <0.01% +168 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: not reported; 2025Q2: 3,465 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 4,665 shares 4,665 $511K <0.01% -145 Timeline BJUN 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: 17,045 shares; 2024Q4: 15,968 shares; 2025Q1: 14,988 shares; 2025Q2: 12,521 shares; 2025Q3: 12,222 shares; 2025Q4: 12,067 shares; 2026Q1: 11,042 shares 11,042 $511K <0.01% -1,025 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 15,408 shares; 2025Q1: 9,983 shares; 2025Q2: 11,363 shares; 2025Q3: 10,917 shares; 2025Q4: 12,863 shares; 2026Q1: 12,307 shares 12,307 $511K <0.01% -556 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,500 shares; 2025Q1: 59,000 shares; 2025Q2: 25,500 shares; 2025Q3: 19,500 shares; 2025Q4: 22,292 shares; 2026Q1: 19,525 shares 19,525 $510K <0.01% -2,767 Timeline SNT SENSTAR TECHNOLOGIES CORP More: the full row for SENSTAR TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,876 shares; 2024Q4: 162,876 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163,056 shares; 2025Q4: 162,876 shares; 2026Q1: 168,385 shares 168,385 $510K <0.01% +5,509 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,029 shares; 2025Q1: 54,405 shares; 2025Q2: 16,219 shares; 2025Q3: 12,170 shares; 2025Q4: 12,115 shares; 2026Q1: 19,121 shares 19,121 $507K <0.01% +7,006 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,254 shares; 2024Q4: 471,557 shares; 2025Q1: 70,663 shares; 2025Q2: 66,920 shares; 2025Q3: 67,618 shares; 2025Q4: 66,840 shares; 2026Q1: 62,060 shares 62,060 $507K <0.01% -4,780 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 11,864 shares; 2025Q1: 11,866 shares; 2025Q2: 11,572 shares; 2025Q3: 10,134 shares; 2025Q4: 10,037 shares; 2026Q1: 10,033 shares 10,033 $507K <0.01% -4 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,637 shares; 2024Q4: 31,774 shares; 2025Q1: 43,993 shares; 2025Q2: 25,769 shares; 2025Q3: 23,718 shares; 2025Q4: 52,220 shares; 2026Q1: 52,640 shares 52,640 $506K <0.01% +420 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,245 shares; 2024Q4: 41,144 shares; 2025Q1: 40,075 shares; 2025Q2: 38,345 shares; 2025Q3: 38,097 shares; 2025Q4: 41,061 shares; 2026Q1: 45,296 shares 45,296 $505K <0.01% +4,235 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING 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: 14,215 shares 14,215 $504K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 7,630 shares; 2025Q1: 7,533 shares; 2025Q2: 61,065 shares; 2025Q3: 59,204 shares; 2025Q4: 6,733 shares; 2026Q1: 5,573 shares 5,573 $502K <0.01% -1,160 Timeline MDYV 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: 5,300 shares; 2024Q4: 7,659 shares; 2025Q1: 7,247 shares; 2025Q2: 5,705 shares; 2025Q3: 5,635 shares; 2025Q4: 6,028 shares; 2026Q1: 5,873 shares 5,873 $500K <0.01% -155 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,283 shares; 2025Q1: 1,490 shares; 2025Q2: 1,549 shares; 2025Q3: 1,692 shares; 2025Q4: 1,562 shares; 2026Q1: 1,249 shares 1,249 $499K <0.01% -313 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: not reported; 2025Q1: 11,730 shares; 2025Q2: 6,370 shares; 2025Q3: 6,137 shares; 2025Q4: 6,298 shares; 2026Q1: 6,618 shares 6,618 $498K <0.01% +320 Timeline BMAY 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: 20,896 shares; 2024Q4: 19,103 shares; 2025Q1: 18,775 shares; 2025Q2: 13,977 shares; 2025Q3: 10,391 shares; 2025Q4: 11,088 shares; 2026Q1: 11,088 shares 11,088 $498K <0.01% 0 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,830 shares; 2025Q4: 18,149 shares; 2026Q1: 19,691 shares 19,691 $498K <0.01% +1,542 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 14,461 shares; 2025Q1: 13,829 shares; 2025Q2: 13,845 shares; 2025Q3: 15,188 shares; 2025Q4: 14,880 shares; 2026Q1: 14,702 shares 14,702 $497K <0.01% -178 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 10,154 shares; 2025Q1: 10,230 shares; 2025Q2: 10,986 shares; 2025Q3: 30,197 shares; 2025Q4: not reported; 2026Q1: 15,177 shares 15,177 $497K <0.01% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,179 shares 9,179 $497K <0.01% new Timeline QCLN 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: 10,079 shares; 2024Q4: 8,595 shares; 2025Q1: 8,915 shares; 2025Q2: 8,104 shares; 2025Q3: 12,796 shares; 2025Q4: 13,016 shares; 2026Q1: 10,697 shares 10,697 $497K <0.01% -2,319 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,397 shares 12,397 $496K <0.01% new Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,762 shares; 2025Q4: 55,762 shares; 2026Q1: 55,102 shares 55,102 $496K <0.01% -660 Timeline VTHR 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: 1,107 shares; 2024Q4: 1,239 shares; 2025Q1: 1,298 shares; 2025Q2: 901 shares; 2025Q3: 1,981 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares 1,723 $495K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,420 shares; 2024Q4: 61,871 shares; 2025Q1: 62,657 shares; 2025Q2: 56,686 shares; 2025Q3: 57,835 shares; 2025Q4: 55,645 shares; 2026Q1: 18,921 shares 18,921 $493K <0.01% -36,724 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 10,643 shares; 2025Q3: 9,425 shares; 2025Q4: 11,542 shares; 2026Q1: 10,688 shares 10,688 $490K <0.01% -854 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,514 shares; 2025Q1: 2,631 shares; 2025Q2: 2,079 shares; 2025Q3: 2,073 shares; 2025Q4: 1,879 shares; 2026Q1: 3,349 shares 3,349 $490K <0.01% +1,470 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,485 shares; 2025Q4: 30,485 shares; 2026Q1: 30,483 shares 30,483 $490K <0.01% -2 Timeline CGW 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: 7,377 shares; 2024Q4: 7,444 shares; 2025Q1: 6,952 shares; 2025Q2: 6,952 shares; 2025Q3: 7,852 shares; 2025Q4: 7,797 shares; 2026Q1: 7,648 shares 7,648 $489K <0.01% -149 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,231 shares; 2025Q1: 32,509 shares; 2025Q2: 41,190 shares; 2025Q3: 43,196 shares; 2025Q4: 40,142 shares; 2026Q1: 39,406 shares 39,406 $489K <0.01% -736 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 4,871 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares 5,757 $488K <0.01% 0 Timeline JPIB 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: 6,312 shares; 2025Q1: 6,475 shares; 2025Q2: 10,733 shares; 2025Q3: 10,456 shares; 2025Q4: 10,539 shares; 2026Q1: 10,203 shares 10,203 $488K <0.01% -336 Timeline RSPH 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: 38,456 shares; 2024Q4: 36,759 shares; 2025Q1: 26,789 shares; 2025Q2: 26,847 shares; 2025Q3: 25,103 shares; 2025Q4: 15,482 shares; 2026Q1: 16,117 shares 16,117 $487K <0.01% +635 Timeline HYMB 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: 41,705 shares; 2024Q4: 54,321 shares; 2025Q1: 44,896 shares; 2025Q2: 8,253 shares; 2025Q3: 19,368 shares; 2025Q4: 19,368 shares; 2026Q1: 19,637 shares 19,637 $487K <0.01% +269 Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC 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: 12,500 shares; 2026Q1: 88,935 shares 88,935 $484K <0.01% +76,435 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 13,970 shares; 2025Q1: 14,540 shares; 2025Q2: 13,716 shares; 2025Q3: 13,551 shares; 2025Q4: 12,466 shares; 2026Q1: 12,461 shares 12,461 $484K <0.01% -5 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,890 shares; 2024Q4: 11,377 shares; 2025Q1: 11,701 shares; 2025Q2: 10,592 shares; 2025Q3: 9,913 shares; 2025Q4: 9,916 shares; 2026Q1: 10,626 shares 10,626 $484K <0.01% +710 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 14,646 shares; 2025Q1: 11,410 shares; 2025Q2: 11,546 shares; 2025Q3: 13,242 shares; 2025Q4: 13,063 shares; 2026Q1: 9,311 shares 9,311 $483K <0.01% -3,752 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,506 shares; 2024Q4: 73,983 shares; 2025Q1: 74,483 shares; 2025Q2: 28,545 shares; 2025Q3: 23,470 shares; 2025Q4: 9,892 shares; 2026Q1: 7,950 shares 7,950 $483K <0.01% -1,942 Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL 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: 84,845 shares; 2026Q1: 84,587 shares 84,587 $482K <0.01% -258 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,333 shares; 2024Q4: 17,726 shares; 2025Q1: 23,004 shares; 2025Q2: 17,032 shares; 2025Q3: 15,390 shares; 2025Q4: 9,365 shares; 2026Q1: 8,906 shares 8,906 $482K <0.01% -459 Timeline FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,453 shares; 2025Q4: 15,310 shares; 2026Q1: 14,386 shares 14,386 $481K <0.01% -924 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,266 shares; 2025Q1: 5,412 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $480K <0.01% 0 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,198 shares; 2024Q4: 12,898 shares; 2025Q1: 11,788 shares; 2025Q2: 16,388 shares; 2025Q3: 17,570 shares; 2025Q4: 17,704 shares; 2026Q1: 18,178 shares 18,178 $480K <0.01% +474 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,725 shares; 2025Q1: 14,625 shares; 2025Q2: 9,330 shares; 2025Q3: 11,027 shares; 2025Q4: 13,111 shares; 2026Q1: 18,643 shares 18,643 $478K <0.01% +5,532 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: not reported; 2025Q1: 2,974 shares; 2025Q2: not reported; 2025Q3: 4,009 shares; 2025Q4: 4,559 shares; 2026Q1: 4,286 shares 4,286 $478K <0.01% -273 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS 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: 25,000 shares; 2025Q4: 30,000 shares; 2026Q1: 75,000 shares 75,000 $478K <0.01% +45,000 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 16,327 shares; 2025Q1: 14,094 shares; 2025Q2: 11,467 shares; 2025Q3: 10,279 shares; 2025Q4: 10,001 shares; 2026Q1: 10,337 shares 10,337 $477K <0.01% +336 Timeline EDOW 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: 6,705 shares; 2025Q1: 7,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 11,756 shares 11,756 $477K <0.01% +5,813 Timeline EPI 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: 27,148 shares; 2024Q4: 33,056 shares; 2025Q1: 13,576 shares; 2025Q2: 12,652 shares; 2025Q3: 13,483 shares; 2025Q4: 11,563 shares; 2026Q1: 11,651 shares 11,651 $475K <0.01% +88 Timeline FLBL 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: 29,803 shares; 2024Q4: 32,284 shares; 2025Q1: 30,578 shares; 2025Q2: 29,956 shares; 2025Q3: 31,062 shares; 2025Q4: 27,897 shares; 2026Q1: 20,653 shares 20,653 $475K <0.01% -7,244 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 10,365 shares; 2025Q1: 11,417 shares; 2025Q2: 10,637 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,082 shares 10,082 $474K <0.01% -785 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,763 shares; 2024Q4: 30,763 shares; 2025Q1: 30,763 shares; 2025Q2: 30,763 shares; 2025Q3: 30,763 shares; 2025Q4: 30,763 shares; 2026Q1: 30,763 shares 30,763 $474K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,591 shares; 2025Q1: 5,008 shares; 2025Q2: 4,991 shares; 2025Q3: 4,986 shares; 2025Q4: 4,046 shares; 2026Q1: 3,606 shares 3,606 $473K <0.01% -440 Timeline RSPG 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: 17,509 shares; 2024Q4: 18,220 shares; 2025Q1: 13,950 shares; 2025Q2: 12,739 shares; 2025Q3: 10,621 shares; 2025Q4: 4,613 shares; 2026Q1: 4,318 shares 4,318 $473K <0.01% -295 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,901 shares 64,901 $470K <0.01% new Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 4,806 shares; 2025Q1: 4,332 shares; 2025Q2: 5,316 shares; 2025Q3: not reported; 2025Q4: 4,376 shares; 2026Q1: 9,081 shares 9,081 $468K <0.01% +4,705 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,697 shares; 2025Q1: 14,905 shares; 2025Q2: 14,666 shares; 2025Q3: 12,458 shares; 2025Q4: 12,458 shares; 2026Q1: 12,459 shares 12,459 $467K <0.01% +1 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,242 shares; 2025Q1: 13,242 shares; 2025Q2: 13,243 shares; 2025Q3: 27,109 shares; 2025Q4: 21,917 shares; 2026Q1: 12,917 shares 12,917 $467K <0.01% -9,000 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 95,298 shares; 2025Q1: 90,681 shares; 2025Q2: 4,072 shares; 2025Q3: 3,595 shares; 2025Q4: 3,393 shares; 2026Q1: 3,245 shares 3,245 $466K <0.01% -148 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,329 shares; 2025Q4: 4,329 shares; 2026Q1: 8,963 shares 8,963 $466K <0.01% +4,634 Timeline OGIG 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: not reported; 2025Q3: 11,441 shares; 2025Q4: 11,441 shares; 2026Q1: 11,405 shares 11,405 $465K <0.01% -36 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY 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: 74,884 shares; 2026Q1: 74,655 shares 74,655 $464K <0.01% -229 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,960 shares; 2025Q4: 26,560 shares; 2026Q1: 25,560 shares 25,560 $464K <0.01% -1,000 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 7,891 shares; 2025Q1: 10,998 shares; 2025Q2: 10,611 shares; 2025Q3: 11,316 shares; 2025Q4: 10,042 shares; 2026Q1: 5,260 shares 5,260 $461K <0.01% -4,782 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,890 shares 17,890 $460K <0.01% new Timeline NTSX 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: 13,134 shares; 2024Q4: not reported; 2025Q1: 9,191 shares; 2025Q2: 9,191 shares; 2025Q3: 9,132 shares; 2025Q4: 9,132 shares; 2026Q1: 8,795 shares 8,795 $459K <0.01% -337 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,883 shares; 2025Q3: 35,347 shares; 2025Q4: not reported; 2026Q1: 31,618 shares 31,618 $459K <0.01% new Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares; 2026Q1: 7,019 shares 7,019 $459K <0.01% +1,411 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,255 shares 22,255 $459K <0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,458 shares; 2024Q4: 7,431 shares; 2025Q1: 11,982 shares; 2025Q2: 8,978 shares; 2025Q3: 8,687 shares; 2025Q4: 5,758 shares; 2026Q1: 6,079 shares 6,079 $458K <0.01% +321 Timeline IDGT 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: 4,791 shares; 2025Q1: 5,381 shares; 2025Q2: 4,341 shares; 2025Q3: 4,750 shares; 2025Q4: 4,490 shares; 2026Q1: 4,667 shares 4,667 $456K <0.01% +177 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,726 shares; 2025Q1: 6,213 shares; 2025Q2: 5,437 shares; 2025Q3: 13,363 shares; 2025Q4: 13,045 shares; 2026Q1: 7,513 shares 7,513 $455K <0.01% -5,532 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,505 shares; 2025Q3: 10,147 shares; 2025Q4: 9,618 shares; 2026Q1: 9,939 shares 9,939 $454K <0.01% +321 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 439 shares; 2025Q3: 531 shares; 2025Q4: 553 shares; 2026Q1: 706 shares 706 $453K <0.01% +153 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,340 shares; 2025Q1: 6,427 shares; 2025Q2: 6,095 shares; 2025Q3: 6,081 shares; 2025Q4: 5,975 shares; 2026Q1: 6,004 shares 6,004 $453K <0.01% +29 Timeline IJAN 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: 10,683 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 11,274 shares; 2025Q4: 11,948 shares; 2026Q1: 12,498 shares 12,498 $453K <0.01% +550 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 13,196 shares; 2025Q1: 13,146 shares; 2025Q2: 13,071 shares; 2025Q3: 7,326 shares; 2025Q4: 7,326 shares; 2026Q1: 7,306 shares 7,306 $453K <0.01% -20 Timeline TE T1 ENERGY INC More: the full row for T1 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: not reported; 2025Q4: 101,075 shares; 2026Q1: 102,818 shares 102,818 $451K <0.01% +1,743 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 19,580 shares; 2025Q1: 12,632 shares; 2025Q2: 11,283 shares; 2025Q3: 12,652 shares; 2025Q4: 4,862 shares; 2026Q1: 5,853 shares 5,853 $451K <0.01% +991 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 33,400 shares; 2025Q1: 49,468 shares; 2025Q2: 44,698 shares; 2025Q3: 10,412 shares; 2025Q4: 11,995 shares; 2026Q1: 13,784 shares 13,784 $451K <0.01% +1,789 Timeline DDTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,269 shares 24,269 $451K <0.01% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 17,825 shares; 2025Q1: 19,003 shares; 2025Q2: 20,482 shares; 2025Q3: 12,245 shares; 2025Q4: 13,490 shares; 2026Q1: 13,328 shares 13,328 $450K <0.01% -162 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME 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: 73,988 shares; 2025Q4: 74,088 shares; 2026Q1: 74,063 shares 74,063 $449K <0.01% -25 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 13,549 shares; 2025Q1: 12,054 shares; 2025Q2: 25,561 shares; 2025Q3: 26,511 shares; 2025Q4: 25,931 shares; 2026Q1: 42,405 shares 42,405 $447K <0.01% +16,474 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,109 shares; 2025Q1: 3,898 shares; 2025Q2: 3,786 shares; 2025Q3: 3,871 shares; 2025Q4: 3,581 shares; 2026Q1: 6,849 shares 6,849 $447K <0.01% +3,268 Timeline USRT 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: 7,443 shares; 2024Q4: 7,412 shares; 2025Q1: 7,738 shares; 2025Q2: 6,415 shares; 2025Q3: 6,765 shares; 2025Q4: 6,708 shares; 2026Q1: 7,555 shares 7,555 $447K <0.01% +847 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,859 shares; 2025Q3: 5,879 shares; 2025Q4: 5,879 shares; 2026Q1: 5,880 shares 5,880 $445K <0.01% +1 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,983 shares 9,983 $445K <0.01% new Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,269 shares; 2024Q4: 27,553 shares; 2025Q1: not reported; 2025Q2: 17,786 shares; 2025Q3: 18,137 shares; 2025Q4: 22,089 shares; 2026Q1: 18,742 shares 18,742 $445K <0.01% -3,347 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 16,427 shares; 2025Q1: 72,325 shares; 2025Q2: 16,308 shares; 2025Q3: 18,235 shares; 2025Q4: 10,355 shares; 2026Q1: 10,130 shares 10,130 $443K <0.01% -225 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 2,375 shares; 2025Q4: 2,344 shares; 2026Q1: 2,558 shares 2,558 $443K <0.01% +214 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 3,457 shares; 2025Q4: 3,707 shares; 2026Q1: 4,516 shares 4,516 $442K <0.01% +809 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,017 shares; 2024Q4: 81,017 shares; 2025Q1: 74,840 shares; 2025Q2: 67,478 shares; 2025Q3: 67,478 shares; 2025Q4: 64,061 shares; 2026Q1: 63,521 shares 63,521 $441K <0.01% -540 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,257 shares 17,257 $440K <0.01% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,657 shares; 2025Q1: 1,573 shares; 2025Q2: 1,539 shares; 2025Q3: 7,383 shares; 2025Q4: 1,471 shares; 2026Q1: 1,477 shares 1,477 $439K <0.01% +6 Timeline IBEX IBEX LTD More: the full row for IBEX 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: 15,862 shares; 2025Q3: 16,044 shares; 2025Q4: 15,863 shares; 2026Q1: 16,358 shares 16,358 $439K <0.01% +495 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,566 shares; 2025Q2: 3,534 shares; 2025Q3: 3,655 shares; 2025Q4: 3,129 shares; 2026Q1: 3,303 shares 3,303 $438K <0.01% +174 Timeline PCEF 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: 24,473 shares; 2024Q4: 24,785 shares; 2025Q1: 28,420 shares; 2025Q2: 25,842 shares; 2025Q3: 25,567 shares; 2025Q4: 25,735 shares; 2026Q1: 23,289 shares 23,289 $438K <0.01% -2,446 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 30,319 shares; 2025Q1: 50,236 shares; 2025Q2: 44,466 shares; 2025Q3: 44,466 shares; 2025Q4: 59,049 shares; 2026Q1: 42,523 shares 42,523 $437K <0.01% -16,526 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,374 shares; 2025Q2: 5,374 shares; 2025Q3: 6,374 shares; 2025Q4: 8,674 shares; 2026Q1: 8,583 shares 8,583 $436K <0.01% -91 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares; 2026Q1: 7,566 shares 7,566 $436K <0.01% 0 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,478 shares; 2025Q4: 10,853 shares; 2026Q1: 10,760 shares 10,760 $436K <0.01% -93 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,102 shares; 2024Q4: 29,141 shares; 2025Q1: 29,251 shares; 2025Q2: 29,299 shares; 2025Q3: 29,634 shares; 2025Q4: 25,534 shares; 2026Q1: 28,060 shares 28,060 $434K <0.01% +2,526 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 7,360 shares 7,360 $434K <0.01% +2,935 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 25,000 shares; 2026Q1: 56,466 shares 56,466 $434K <0.01% +31,466 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,202 shares; 2026Q1: 23,202 shares 23,202 $434K <0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,374 shares; 2025Q1: 6,271 shares; 2025Q2: 6,432 shares; 2025Q3: 5,704 shares; 2025Q4: 6,336 shares; 2026Q1: 6,148 shares 6,148 $432K <0.01% -188 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,034 shares; 2024Q4: not reported; 2025Q1: 134,822 shares; 2025Q2: 135,169 shares; 2025Q3: 135,064 shares; 2025Q4: 131,773 shares; 2026Q1: 132,145 shares 132,145 $432K <0.01% +372 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,495 shares; 2026Q1: 6,406 shares 6,406 $431K <0.01% +911 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,504 shares; 2025Q3: 4,504 shares; 2025Q4: 4,504 shares; 2026Q1: 4,548 shares 4,548 $431K <0.01% +44 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,200 shares; 2024Q4: 25,950 shares; 2025Q1: 25,630 shares; 2025Q2: 24,600 shares; 2025Q3: 23,550 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $430K <0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,654 shares 3,654 $429K <0.01% new Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,265 shares; 2025Q1: 6,765 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $429K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,487 shares; 2025Q1: 2,541 shares; 2025Q2: 3,863 shares; 2025Q3: 3,296 shares; 2025Q4: 2,989 shares; 2026Q1: 1,468 shares 1,468 $427K <0.01% -1,521 Timeline ITM 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: 17,477 shares; 2024Q4: 13,215 shares; 2025Q1: 11,626 shares; 2025Q2: 11,166 shares; 2025Q3: 11,066 shares; 2025Q4: 10,829 shares; 2026Q1: 9,199 shares 9,199 $427K <0.01% -1,630 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 6,919 shares 6,919 $426K <0.01% +2,286 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER 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: 14,970 shares; 2025Q4: 23,714 shares; 2026Q1: 25,926 shares 25,926 $426K <0.01% +2,212 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: 1,797 shares; 2025Q3: 1,875 shares; 2025Q4: 2,323 shares; 2026Q1: 1,353 shares 1,353 $425K <0.01% -970 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 5,016 shares; 2025Q1: 4,487 shares; 2025Q2: 4,405 shares; 2025Q3: 4,391 shares; 2025Q4: 5,136 shares; 2026Q1: 4,976 shares 4,976 $425K <0.01% -160 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,706 shares; 2024Q4: 548,269 shares; 2025Q1: 315,945 shares; 2025Q2: 84,911 shares; 2025Q3: 47,223 shares; 2025Q4: 38,188 shares; 2026Q1: 28,800 shares 28,800 $425K <0.01% -9,388 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 3,582 shares 3,582 $424K <0.01% -590 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 9,743 shares; 2025Q1: 9,397 shares; 2025Q2: 8,485 shares; 2025Q3: 10,442 shares; 2025Q4: 13,122 shares; 2026Q1: 14,428 shares 14,428 $422K <0.01% +1,306 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,706 shares; 2026Q1: 17,577 shares 17,577 $421K <0.01% +4,871 Timeline DFAE 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: 8,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,518 shares; 2025Q3: 11,673 shares; 2025Q4: 12,151 shares; 2026Q1: 12,408 shares 12,408 $420K <0.01% +257 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 7,383 shares; 2025Q1: 6,606 shares; 2025Q2: 6,434 shares; 2025Q3: 4,636 shares; 2025Q4: 4,462 shares; 2026Q1: 4,298 shares 4,298 $419K <0.01% -164 Timeline XBIL 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: 48,583 shares; 2024Q4: 88,706 shares; 2025Q1: 57,046 shares; 2025Q2: 44,504 shares; 2025Q3: 8,712 shares; 2025Q4: 8,712 shares; 2026Q1: 8,370 shares 8,370 $419K <0.01% -342 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,910 shares; 2025Q4: 13,638 shares; 2026Q1: 13,734 shares 13,734 $419K <0.01% +96 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,886 shares; 2024Q4: 9,816 shares; 2025Q1: 9,877 shares; 2025Q2: 9,808 shares; 2025Q3: 11,690 shares; 2025Q4: 12,310 shares; 2026Q1: 13,804 shares 13,804 $418K <0.01% +1,494 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289,645 shares; 2025Q1: 309,136 shares; 2025Q2: 137,905 shares; 2025Q3: 175,107 shares; 2025Q4: 140,283 shares; 2026Q1: 129,620 shares 129,620 $417K <0.01% -10,663 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,359 shares; 2025Q1: 9,358 shares; 2025Q2: 13,513 shares; 2025Q3: 18,489 shares; 2025Q4: 17,925 shares; 2026Q1: 9,767 shares 9,767 $417K <0.01% -8,158 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,079 shares; 2025Q4: 5,805 shares; 2026Q1: 6,100 shares 6,100 $417K <0.01% +295 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,841 shares; 2025Q1: 17,631 shares; 2025Q2: 16,021 shares; 2025Q3: 14,995 shares; 2025Q4: 16,351 shares; 2026Q1: 26,888 shares 26,888 $417K <0.01% +10,537 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 2,611 shares; 2025Q1: 2,246 shares; 2025Q2: 2,255 shares; 2025Q3: 3,329 shares; 2025Q4: 3,627 shares; 2026Q1: 3,525 shares 3,525 $417K <0.01% -102 Timeline AUGM 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: 12,943 shares; 2025Q4: 12,943 shares; 2026Q1: 12,263 shares 12,263 $415K <0.01% -680 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,930 shares 21,930 $413K <0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 25,311 shares; 2026Q1: 33,321 shares 33,321 $413K <0.01% +8,010 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,636 shares; 2025Q4: 4,436 shares; 2026Q1: 4,455 shares 4,455 $412K <0.01% +19 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,575 shares; 2025Q1: 6,289 shares; 2025Q2: 5,993 shares; 2025Q3: 5,920 shares; 2025Q4: 3,617 shares; 2026Q1: 3,575 shares 3,575 $412K <0.01% -42 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 20,164 shares; 2025Q1: not reported; 2025Q2: 11,786 shares; 2025Q3: 9,495 shares; 2025Q4: 7,850 shares; 2026Q1: 7,233 shares 7,233 $412K <0.01% -617 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,040 shares; 2025Q1: 24,887 shares; 2025Q2: 28,468 shares; 2025Q3: 31,408 shares; 2025Q4: 30,684 shares; 2026Q1: 40,398 shares 40,398 $412K <0.01% +9,714 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,823 shares 12,823 $412K <0.01% new Timeline UOCT 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: 10,635 shares; 2024Q4: 10,785 shares; 2025Q1: 9,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 10,785 shares; 2026Q1: 10,785 shares 10,785 $412K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 8,512 shares; 2025Q1: 6,037 shares; 2025Q2: 6,158 shares; 2025Q3: 5,902 shares; 2025Q4: 3,069 shares; 2026Q1: 3,395 shares 3,395 $411K <0.01% +326 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares; 2025Q3: 9,510 shares; 2025Q4: 10,060 shares; 2026Q1: 8,727 shares 8,727 $411K <0.01% -1,333 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,124 shares; 2024Q4: 28,724 shares; 2025Q1: 31,022 shares; 2025Q2: 24,875 shares; 2025Q3: 18,300 shares; 2025Q4: 12,150 shares; 2026Q1: 11,650 shares 11,650 $410K <0.01% -500 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,940 shares 16,940 $410K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 2,615 shares; 2025Q1: 2,299 shares; 2025Q2: 44,193 shares; 2025Q3: 44,269 shares; 2025Q4: 2,486 shares; 2026Q1: 2,151 shares 2,151 $408K <0.01% -335 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,221 shares; 2024Q4: 38,618 shares; 2025Q1: 43,738 shares; 2025Q2: 41,226 shares; 2025Q3: 39,214 shares; 2025Q4: 38,534 shares; 2026Q1: 42,927 shares 42,927 $408K <0.01% +4,393 Timeline ELFY 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: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 10,380 shares 10,380 $408K <0.01% +4,230 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,024 shares; 2025Q2: 30,968 shares; 2025Q3: 35,563 shares; 2025Q4: 27,334 shares; 2026Q1: 28,993 shares 28,993 $407K <0.01% +1,659 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 12,994 shares; 2025Q1: 13,644 shares; 2025Q2: 13,574 shares; 2025Q3: 13,440 shares; 2025Q4: 13,614 shares; 2026Q1: 13,383 shares 13,383 $407K <0.01% -231 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,815 shares; 2025Q1: 18,815 shares; 2025Q2: 18,815 shares; 2025Q3: 20,765 shares; 2025Q4: 20,765 shares; 2026Q1: 20,765 shares 20,765 $405K <0.01% 0 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,252 shares; 2024Q4: 27,832 shares; 2025Q1: 29,632 shares; 2025Q2: 27,032 shares; 2025Q3: 28,260 shares; 2025Q4: 40,457 shares; 2026Q1: 36,757 shares 36,757 $405K <0.01% -3,700 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS 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: not reported; 2026Q1: 17,886 shares 17,886 $404K <0.01% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,755 shares; 2024Q4: 27,495 shares; 2025Q1: 30,163 shares; 2025Q2: 29,413 shares; 2025Q3: 32,235 shares; 2025Q4: 26,169 shares; 2026Q1: 28,135 shares 28,135 $404K <0.01% +1,966 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,745 shares; 2024Q4: 13,180 shares; 2025Q1: 13,391 shares; 2025Q2: 15,104 shares; 2025Q3: 20,535 shares; 2025Q4: 20,651 shares; 2026Q1: 19,724 shares 19,724 $404K <0.01% -927 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,682 shares 4,682 $402K <0.01% new Timeline PID 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: 14,191 shares; 2024Q4: 14,049 shares; 2025Q1: 12,812 shares; 2025Q2: 16,447 shares; 2025Q3: 16,921 shares; 2025Q4: 16,921 shares; 2026Q1: 18,014 shares 18,014 $401K <0.01% +1,093 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,179 shares; 2025Q3: 9,744 shares; 2025Q4: 11,677 shares; 2026Q1: 15,224 shares 15,224 $400K <0.01% +3,547 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,042 shares; 2024Q4: 15,571 shares; 2025Q1: 13,942 shares; 2025Q2: 13,013 shares; 2025Q3: 12,238 shares; 2025Q4: 9,869 shares; 2026Q1: 6,331 shares 6,331 $399K <0.01% -3,538 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 7,807 shares; 2025Q1: 8,129 shares; 2025Q2: 8,027 shares; 2025Q3: 18,703 shares; 2025Q4: 16,185 shares; 2026Q1: 16,860 shares 16,860 $399K <0.01% +675 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,825 shares; 2024Q4: 44,325 shares; 2025Q1: 44,158 shares; 2025Q2: 44,158 shares; 2025Q3: 44,158 shares; 2025Q4: not reported; 2026Q1: 43,333 shares 43,333 $399K <0.01% new Timeline SMIG 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: 7,943 shares; 2025Q1: 8,343 shares; 2025Q2: 12,516 shares; 2025Q3: 13,661 shares; 2025Q4: 16,317 shares; 2026Q1: 13,551 shares 13,551 $398K <0.01% -2,766 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 10,953 shares; 2025Q1: 12,053 shares; 2025Q2: 5,262 shares; 2025Q3: 4,092 shares; 2025Q4: 3,683 shares; 2026Q1: 3,754 shares 3,754 $398K <0.01% +71 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,257 shares; 2025Q1: 6,008 shares; 2025Q2: 6,129 shares; 2025Q3: 6,048 shares; 2025Q4: 6,020 shares; 2026Q1: 6,068 shares 6,068 $397K <0.01% +48 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 3,368 shares; 2026Q1: 5,140 shares 5,140 $397K <0.01% +1,772 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 14,641 shares; 2025Q1: 6,744 shares; 2025Q2: 10,901 shares; 2025Q3: 11,844 shares; 2025Q4: 12,042 shares; 2026Q1: 5,122 shares 5,122 $396K <0.01% -6,920 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,363 shares; 2025Q4: 8,407 shares; 2026Q1: 8,258 shares 8,258 $396K <0.01% -149 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,711 shares; 2025Q1: 23,811 shares; 2025Q2: 23,417 shares; 2025Q3: 22,633 shares; 2025Q4: 21,513 shares; 2026Q1: 19,322 shares 19,322 $394K <0.01% -2,191 Timeline SPIP 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: 291,645 shares; 2024Q4: 160,010 shares; 2025Q1: 72,873 shares; 2025Q2: 30,222 shares; 2025Q3: 20,963 shares; 2025Q4: 18,333 shares; 2026Q1: 15,145 shares 15,145 $394K <0.01% -3,188 Timeline CPSS CONSUMER PORTFOLIO SVCS INC More: the full row for CONSUMER PORTFOLIO SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,329 shares; 2024Q4: 51,635 shares; 2025Q1: 52,246 shares; 2025Q2: 52,364 shares; 2025Q3: 52,755 shares; 2025Q4: 49,331 shares; 2026Q1: 51,003 shares 51,003 $394K <0.01% +1,672 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,012 shares; 2026Q1: 1,798 shares 1,798 $393K <0.01% -1,214 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,248 shares 12,248 $393K <0.01% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 4,170 shares; 2025Q3: 4,410 shares; 2025Q4: 5,129 shares; 2026Q1: 4,536 shares 4,536 $392K <0.01% -593 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,505 shares; 2025Q4: 3,612 shares; 2026Q1: 4,805 shares 4,805 $392K <0.01% +1,193 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT 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: 12,094 shares; 2025Q3: 14,094 shares; 2025Q4: 26,415 shares; 2026Q1: 30,315 shares 30,315 $391K <0.01% +3,900 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 22,439 shares; 2025Q3: 22,760 shares; 2025Q4: 22,365 shares; 2026Q1: 21,039 shares 21,039 $391K <0.01% -1,326 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,649 shares; 2024Q4: 43,904 shares; 2025Q1: 53,529 shares; 2025Q2: 42,395 shares; 2025Q3: 42,395 shares; 2025Q4: 42,845 shares; 2026Q1: 40,506 shares 40,506 $390K <0.01% -2,339 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 4,180 shares; 2025Q1: 14,557 shares; 2025Q2: 47,168 shares; 2025Q3: 22,705 shares; 2025Q4: 9,801 shares; 2026Q1: 10,282 shares 10,282 $389K <0.01% +481 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 8,127 shares; 2025Q1: 8,129 shares; 2025Q2: 8,148 shares; 2025Q3: 8,150 shares; 2025Q4: 8,027 shares; 2026Q1: 7,608 shares 7,608 $389K <0.01% -419 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 18,823 shares 18,823 $388K <0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 69,492 shares; 2025Q1: 42,398 shares; 2025Q2: 14,946 shares; 2025Q3: 6,785 shares; 2025Q4: 5,539 shares; 2026Q1: 5,139 shares 5,139 $388K <0.01% -400 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,759 shares; 2024Q4: 40,329 shares; 2025Q1: 30,126 shares; 2025Q2: 26,230 shares; 2025Q3: 22,306 shares; 2025Q4: 17,578 shares; 2026Q1: 16,762 shares 16,762 $388K <0.01% -816 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,194 shares; 2025Q2: 34,865 shares; 2025Q3: 18,008 shares; 2025Q4: 15,430 shares; 2026Q1: 14,607 shares 14,607 $388K <0.01% -823 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 18,063 shares; 2025Q1: 16,564 shares; 2025Q2: 18,752 shares; 2025Q3: 13,376 shares; 2025Q4: 13,376 shares; 2026Q1: 13,376 shares 13,376 $387K <0.01% 0 Timeline IDLV 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: 7,301 shares; 2025Q4: 7,305 shares; 2026Q1: 11,218 shares 11,218 $387K <0.01% +3,913 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,936 shares 6,936 $386K <0.01% new Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,692 shares; 2024Q4: 28,951 shares; 2025Q1: 28,153 shares; 2025Q2: 27,761 shares; 2025Q3: 20,471 shares; 2025Q4: 19,981 shares; 2026Q1: 18,540 shares 18,540 $385K <0.01% -1,441 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 17,184 shares; 2025Q1: 16,226 shares; 2025Q2: 15,064 shares; 2025Q3: 14,444 shares; 2025Q4: 13,908 shares; 2026Q1: 13,845 shares 13,845 $384K <0.01% -63 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 5,986 shares; 2025Q1: 5,444 shares; 2025Q2: 5,524 shares; 2025Q3: 5,170 shares; 2025Q4: 5,618 shares; 2026Q1: 5,612 shares 5,612 $383K <0.01% -6 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,880 shares; 2025Q1: 6,251 shares; 2025Q2: 6,168 shares; 2025Q3: 5,541 shares; 2025Q4: 6,396 shares; 2026Q1: 8,972 shares 8,972 $383K <0.01% +2,576 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,697 shares; 2024Q4: 51,385 shares; 2025Q1: 43,049 shares; 2025Q2: 18,882 shares; 2025Q3: 15,762 shares; 2025Q4: 13,187 shares; 2026Q1: 12,486 shares 12,486 $383K <0.01% -701 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,685 shares; 2024Q4: 33,688 shares; 2025Q1: 40,953 shares; 2025Q2: 33,453 shares; 2025Q3: 32,648 shares; 2025Q4: 33,353 shares; 2026Q1: 36,733 shares 36,733 $381K <0.01% +3,380 Timeline OBIL 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: 47,928 shares; 2024Q4: 45,296 shares; 2025Q1: 51,967 shares; 2025Q2: 50,929 shares; 2025Q3: 35,548 shares; 2025Q4: 8,269 shares; 2026Q1: 7,609 shares 7,609 $381K <0.01% -660 Timeline GVIP 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: 4,961 shares; 2026Q1: 2,612 shares 2,612 $381K <0.01% -2,349 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,898 shares; 2025Q1: 38,876 shares; 2025Q2: 56,208 shares; 2025Q3: 57,458 shares; 2025Q4: 57,458 shares; 2026Q1: 62,049 shares 62,049 $381K <0.01% +4,591 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,960 shares; 2024Q4: 30,293 shares; 2025Q1: 43,196 shares; 2025Q2: 37,708 shares; 2025Q3: 37,925 shares; 2025Q4: 33,627 shares; 2026Q1: 33,574 shares 33,574 $379K <0.01% -53 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 8,425 shares; 2025Q4: not reported; 2026Q1: 8,805 shares 8,805 $379K <0.01% new Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,232 shares; 2024Q4: 35,372 shares; 2025Q1: 34,353 shares; 2025Q2: 28,993 shares; 2025Q3: 34,447 shares; 2025Q4: 24,944 shares; 2026Q1: 24,943 shares 24,943 $378K <0.01% -1 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,446 shares; 2025Q1: 3,282 shares; 2025Q2: 2,528 shares; 2025Q3: 1,710 shares; 2025Q4: not reported; 2026Q1: 2,236 shares 2,236 $378K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 5,358 shares; 2025Q1: not reported; 2025Q2: 5,266 shares; 2025Q3: 4,255 shares; 2025Q4: 4,086 shares; 2026Q1: 2,147 shares 2,147 $377K <0.01% -1,939 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,259 shares; 2026Q1: 5,736 shares 5,736 $377K <0.01% +477 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 16,155 shares; 2025Q1: 16,155 shares; 2025Q2: 13,926 shares; 2025Q3: 14,816 shares; 2025Q4: 14,816 shares; 2026Q1: 14,816 shares 14,816 $377K <0.01% 0 Timeline SDIV 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: 20,646 shares; 2024Q4: 19,951 shares; 2025Q1: 19,124 shares; 2025Q2: 18,376 shares; 2025Q3: 16,567 shares; 2025Q4: 14,850 shares; 2026Q1: 14,931 shares 14,931 $377K <0.01% +81 Timeline FLQS 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: 5,531 shares; 2024Q4: 5,561 shares; 2025Q1: 5,666 shares; 2025Q2: 6,531 shares; 2025Q3: 6,973 shares; 2025Q4: 7,363 shares; 2026Q1: 8,826 shares 8,826 $377K <0.01% +1,463 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,152 shares; 2024Q4: 90,624 shares; 2025Q1: 72,126 shares; 2025Q2: 85,339 shares; 2025Q3: 31,428 shares; 2025Q4: 31,980 shares; 2026Q1: 35,053 shares 35,053 $376K <0.01% +3,073 Timeline PRFZ 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: 8,711 shares; 2024Q4: 9,126 shares; 2025Q1: 8,073 shares; 2025Q2: 7,795 shares; 2025Q3: 7,329 shares; 2025Q4: 7,674 shares; 2026Q1: 8,204 shares 8,204 $376K <0.01% +530 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,041 shares; 2024Q4: 16,041 shares; 2025Q1: 16,041 shares; 2025Q2: 14,809 shares; 2025Q3: 14,709 shares; 2025Q4: 14,709 shares; 2026Q1: 14,709 shares 14,709 $376K <0.01% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,537 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,468 shares; 2025Q4: 7,502 shares; 2026Q1: 7,885 shares 7,885 $375K <0.01% +383 Timeline EDV 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: 95,172 shares; 2024Q4: 91,984 shares; 2025Q1: not reported; 2025Q2: 216,556 shares; 2025Q3: 220,183 shares; 2025Q4: 6,265 shares; 2026Q1: 5,755 shares 5,755 $374K <0.01% -510 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE 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: 35,000 shares; 2025Q4: 35,467 shares; 2026Q1: 34,900 shares 34,900 $374K <0.01% -567 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 8,343 shares; 2025Q1: 7,360 shares; 2025Q2: 6,841 shares; 2025Q3: 6,817 shares; 2025Q4: 6,653 shares; 2026Q1: 6,645 shares 6,645 $373K <0.01% -8 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR 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: 46,974 shares; 2025Q3: 48,243 shares; 2025Q4: 45,182 shares; 2026Q1: 46,921 shares 46,921 $373K <0.01% +1,739 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,138 shares; 2025Q1: 57,067 shares; 2025Q2: 63,210 shares; 2025Q3: 68,837 shares; 2025Q4: 39,983 shares; 2026Q1: 16,319 shares 16,319 $372K <0.01% -23,664 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 52,203 shares; 2025Q1: 27,132 shares; 2025Q2: 28,696 shares; 2025Q3: 24,338 shares; 2025Q4: 23,498 shares; 2026Q1: 19,413 shares 19,413 $372K <0.01% -4,085 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654,557 shares; 2024Q4: 836,944 shares; 2025Q1: 947,208 shares; 2025Q2: 704,197 shares; 2025Q3: 666,184 shares; 2025Q4: 20,951 shares; 2026Q1: 19,491 shares 19,491 $371K <0.01% -1,460 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,875 shares; 2024Q4: 24,773 shares; 2025Q1: 15,520 shares; 2025Q2: 16,178 shares; 2025Q3: 15,634 shares; 2025Q4: 10,526 shares; 2026Q1: 8,786 shares 8,786 $371K <0.01% -1,740 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,757 shares; 2024Q4: 21,741 shares; 2025Q1: 21,741 shares; 2025Q2: 21,741 shares; 2025Q3: 21,741 shares; 2025Q4: 20,810 shares; 2026Q1: 19,880 shares 19,880 $371K <0.01% -930 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 7,958 shares; 2025Q1: 8,083 shares; 2025Q2: 8,097 shares; 2025Q3: 8,869 shares; 2025Q4: 7,248 shares; 2026Q1: 7,050 shares 7,050 $368K <0.01% -198 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 5,403 shares; 2025Q1: 6,225 shares; 2025Q2: 6,575 shares; 2025Q3: 6,698 shares; 2025Q4: 6,589 shares; 2026Q1: 6,856 shares 6,856 $368K <0.01% +267 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,965 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares; 2026Q1: 5,380 shares 5,380 $367K <0.01% -303 Timeline REVS 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: 12,818 shares; 2024Q4: 12,818 shares; 2025Q1: 12,818 shares; 2025Q2: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 12,818 shares; 2026Q1: 12,818 shares 12,818 $367K <0.01% 0 Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,424 shares 24,424 $365K <0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,010 shares; 2024Q4: 26,490 shares; 2025Q1: 28,289 shares; 2025Q2: 27,365 shares; 2025Q3: 26,615 shares; 2025Q4: 33,316 shares; 2026Q1: 30,201 shares 30,201 $364K <0.01% -3,115 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,018 shares; 2026Q1: 8,519 shares 8,519 $363K <0.01% -11,499 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,329 shares; 2025Q1: 12,275 shares; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 7,764 shares; 2026Q1: 7,426 shares 7,426 $363K <0.01% -338 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,877 shares; 2024Q4: 62,641 shares; 2025Q1: 52,157 shares; 2025Q2: 52,114 shares; 2025Q3: 59,593 shares; 2025Q4: 56,523 shares; 2026Q1: 45,359 shares 45,359 $363K <0.01% -11,164 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 2,321 shares; 2025Q1: 2,426 shares; 2025Q2: 2,427 shares; 2025Q3: 2,426 shares; 2025Q4: 2,611 shares; 2026Q1: 2,592 shares 2,592 $362K <0.01% -19 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE 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: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,400 shares 9,400 $362K <0.01% +300 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,432 shares 5,432 $361K <0.01% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,296 shares; 2026Q1: 14,302 shares 14,302 $360K <0.01% +2,006 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 19,534 shares; 2025Q1: not reported; 2025Q2: 13,927 shares; 2025Q3: 13,683 shares; 2025Q4: 14,883 shares; 2026Q1: 14,318 shares 14,318 $359K <0.01% -565 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR 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: 64,445 shares; 2025Q3: 64,586 shares; 2025Q4: not reported; 2026Q1: 3,003 shares 3,003 $359K <0.01% new Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 16,575 shares; 2025Q1: 19,732 shares; 2025Q2: 19,732 shares; 2025Q3: 21,402 shares; 2025Q4: 16,345 shares; 2026Q1: 16,275 shares 16,275 $359K <0.01% -70 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 26,700 shares; 2025Q1: 26,700 shares; 2025Q2: 26,700 shares; 2025Q3: 26,700 shares; 2025Q4: 30,760 shares; 2026Q1: 30,760 shares 30,760 $359K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares; 2026Q1: 724 shares 724 $358K <0.01% +175 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,325 shares; 2024Q4: 19,720 shares; 2025Q1: 21,180 shares; 2025Q2: 20,880 shares; 2025Q3: 22,270 shares; 2025Q4: 22,692 shares; 2026Q1: 17,929 shares 17,929 $358K <0.01% -4,763 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,482 shares; 2025Q4: 41,755 shares; 2026Q1: 25,066 shares 25,066 $357K <0.01% -16,689 Timeline JILL J JILL INC More: the full row for J JILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,491 shares; 2024Q4: 28,150 shares; 2025Q1: 29,900 shares; 2025Q2: 30,381 shares; 2025Q3: 31,573 shares; 2025Q4: 27,630 shares; 2026Q1: 31,129 shares 31,129 $357K <0.01% +3,499 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,888 shares; 2024Q4: 105,514 shares; 2025Q1: 119,305 shares; 2025Q2: 127,725 shares; 2025Q3: 23,951 shares; 2025Q4: 44,981 shares; 2026Q1: 43,638 shares 43,638 $356K <0.01% -1,343 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,304 shares; 2024Q4: 14,304 shares; 2025Q1: 15,304 shares; 2025Q2: 17,304 shares; 2025Q3: 17,200 shares; 2025Q4: 24,600 shares; 2026Q1: 26,100 shares 26,100 $356K <0.01% +1,500 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,406 shares; 2024Q4: 36,392 shares; 2025Q1: 36,569 shares; 2025Q2: 37,105 shares; 2025Q3: 31,478 shares; 2025Q4: 31,279 shares; 2026Q1: 31,994 shares 31,994 $355K <0.01% +715 Timeline MOO 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: 9,796 shares; 2024Q4: 8,627 shares; 2025Q1: 5,654 shares; 2025Q2: 5,265 shares; 2025Q3: 4,542 shares; 2025Q4: 3,940 shares; 2026Q1: 4,195 shares 4,195 $355K <0.01% +255 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,909 shares; 2024Q4: 27,541 shares; 2025Q1: 26,019 shares; 2025Q2: 24,730 shares; 2025Q3: 25,523 shares; 2025Q4: 27,750 shares; 2026Q1: 26,172 shares 26,172 $355K <0.01% -1,578 Timeline FLUD 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: 14,185 shares 14,185 $355K <0.01% new Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 13,213 shares; 2025Q1: 13,590 shares; 2025Q2: 12,077 shares; 2025Q3: 12,224 shares; 2025Q4: 9,255 shares; 2026Q1: 5,070 shares 5,070 $354K <0.01% -4,185 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,479 shares 39,479 $354K <0.01% new Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: not reported; 2025Q1: 16,385 shares; 2025Q2: 15,765 shares; 2025Q3: 14,745 shares; 2025Q4: 13,480 shares; 2026Q1: 11,865 shares 11,865 $353K <0.01% -1,615 Timeline PIE 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: 13,574 shares 13,574 $353K <0.01% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 14,500 shares; 2025Q1: 12,500 shares; 2025Q2: 11,500 shares; 2025Q3: 10,620 shares; 2025Q4: 9,900 shares; 2026Q1: 10,400 shares 10,400 $351K <0.01% +500 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,377 shares; 2025Q1: 2,523 shares; 2025Q2: 2,515 shares; 2025Q3: 2,527 shares; 2025Q4: 2,157 shares; 2026Q1: 2,048 shares 2,048 $350K <0.01% -109 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,177 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares 3,017 $350K <0.01% 0 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,057 shares; 2025Q1: 18,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,992 shares 8,992 $348K <0.01% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL 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: 8,478 shares; 2025Q4: 9,198 shares; 2026Q1: 10,353 shares 10,353 $348K <0.01% +1,155 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 9,376 shares; 2025Q1: 9,431 shares; 2025Q2: 9,431 shares; 2025Q3: 10,022 shares; 2025Q4: 13,430 shares; 2026Q1: 12,921 shares 12,921 $347K <0.01% -509 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,664 shares; 2024Q4: 22,505 shares; 2025Q1: 21,845 shares; 2025Q2: 21,935 shares; 2025Q3: 21,772 shares; 2025Q4: 24,491 shares; 2026Q1: 23,941 shares 23,941 $346K <0.01% -550 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,569 shares 7,569 $345K <0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,304 shares; 2024Q4: 56,038 shares; 2025Q1: 55,767 shares; 2025Q2: 54,696 shares; 2025Q3: 55,690 shares; 2025Q4: 11,778 shares; 2026Q1: 13,784 shares 13,784 $344K <0.01% +2,006 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,757 shares; 2025Q1: 2,889 shares; 2025Q2: 2,491 shares; 2025Q3: 1,770 shares; 2025Q4: 1,829 shares; 2026Q1: 1,688 shares 1,688 $344K <0.01% -141 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,035 shares; 2025Q1: 12,507 shares; 2025Q2: 9,955 shares; 2025Q3: 10,625 shares; 2025Q4: 10,230 shares; 2026Q1: 9,946 shares 9,946 $344K <0.01% -284 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,187 shares; 2024Q4: 38,341 shares; 2025Q1: 39,628 shares; 2025Q2: 34,696 shares; 2025Q3: 36,540 shares; 2025Q4: not reported; 2026Q1: 14,389 shares 14,389 $343K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX 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: 11,448 shares 11,448 $343K <0.01% new Timeline IETC 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: 3,415 shares; 2025Q4: 3,514 shares; 2026Q1: 3,886 shares 3,886 $343K <0.01% +372 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,473 shares 4,473 $342K <0.01% new Timeline FAN 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: 17,583 shares; 2025Q3: 16,162 shares; 2025Q4: 17,411 shares; 2026Q1: 13,821 shares 13,821 $342K <0.01% -3,590 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,586 shares; 2024Q4: 39,802 shares; 2025Q1: 40,167 shares; 2025Q2: 32,095 shares; 2025Q3: 19,638 shares; 2025Q4: 25,929 shares; 2026Q1: 27,803 shares 27,803 $341K <0.01% +1,874 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 19,350 shares; 2025Q2: 23,150 shares; 2025Q3: 23,150 shares; 2025Q4: 30,627 shares; 2026Q1: 27,369 shares 27,369 $340K <0.01% -3,258 Timeline DFAI 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: 5,992 shares; 2025Q3: 8,207 shares; 2025Q4: 8,912 shares; 2026Q1: 8,732 shares 8,732 $340K <0.01% -180 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,195 shares; 2025Q4: 16,314 shares; 2026Q1: 5,462 shares 5,462 $340K <0.01% -10,852 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,913 shares; 2025Q2: 5,913 shares; 2025Q3: 6,738 shares; 2025Q4: 6,738 shares; 2026Q1: 7,338 shares 7,338 $340K <0.01% +600 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 18,547 shares; 2025Q1: 18,082 shares; 2025Q2: 17,647 shares; 2025Q3: 17,324 shares; 2025Q4: 15,326 shares; 2026Q1: 14,507 shares 14,507 $338K <0.01% -819 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 30,108 shares; 2025Q1: 33,340 shares; 2025Q2: 34,025 shares; 2025Q3: 35,288 shares; 2025Q4: 9,763 shares; 2026Q1: 12,727 shares 12,727 $338K <0.01% +2,964 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 7,790 shares; 2025Q4: 8,167 shares; 2026Q1: 8,167 shares 8,167 $338K <0.01% 0 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 7,485 shares 7,485 $338K <0.01% new Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 11,740 shares; 2025Q1: 10,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares; 2026Q1: 9,889 shares 9,889 $338K <0.01% +349 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 12,171 shares; 2025Q4: 11,403 shares; 2026Q1: 11,233 shares 11,233 $337K <0.01% -170 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,369 shares; 2024Q4: 88,282 shares; 2025Q1: 71,739 shares; 2025Q2: 74,943 shares; 2025Q3: 78,568 shares; 2025Q4: 93,173 shares; 2026Q1: 97,862 shares 97,862 $336K <0.01% +4,689 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,622 shares; 2024Q4: 41,137 shares; 2025Q1: 43,716 shares; 2025Q2: 41,874 shares; 2025Q3: 43,003 shares; 2025Q4: 40,141 shares; 2026Q1: 41,802 shares 41,802 $336K <0.01% +1,661 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,483 shares 11,483 $336K <0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,722 shares; 2025Q1: 3,659 shares; 2025Q2: 2,864 shares; 2025Q3: 1,594 shares; 2025Q4: 1,351 shares; 2026Q1: 1,343 shares 1,343 $335K <0.01% -8 Timeline DFAU 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: 7,834 shares; 2025Q3: 5,640 shares; 2025Q4: 6,352 shares; 2026Q1: 7,419 shares 7,419 $335K <0.01% +1,067 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,575 shares 18,575 $335K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 15,890 shares; 2025Q1: 10,833 shares; 2025Q2: 391,176 shares; 2025Q3: 378,426 shares; 2025Q4: 16,394 shares; 2026Q1: 17,744 shares 17,744 $334K <0.01% +1,350 Timeline CWI 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: 10,084 shares; 2024Q4: 10,084 shares; 2025Q1: 7,919 shares; 2025Q2: 7,919 shares; 2025Q3: 7,919 shares; 2025Q4: 8,745 shares; 2026Q1: 9,079 shares 9,079 $332K <0.01% +334 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,549 shares; 2024Q4: not reported; 2025Q1: 33,767 shares; 2025Q2: 10,014 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,728 shares 12,728 $332K <0.01% new Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 11,722 shares; 2025Q1: 11,561 shares; 2025Q2: 11,632 shares; 2025Q3: 15,293 shares; 2025Q4: 14,047 shares; 2026Q1: 14,197 shares 14,197 $332K <0.01% +150 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 7,876 shares 7,876 $332K <0.01% new Timeline ECH 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: 8,297 shares 8,297 $330K <0.01% new Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,476 shares; 2024Q4: 20,311 shares; 2025Q1: 19,536 shares; 2025Q2: 19,069 shares; 2025Q3: 19,042 shares; 2025Q4: 18,264 shares; 2026Q1: 18,254 shares 18,254 $329K <0.01% -10 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,819 shares 6,819 $329K <0.01% new Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,978 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $328K <0.01% 0 Timeline ILF 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: 22,826 shares; 2024Q4: 22,203 shares; 2025Q1: 16,682 shares; 2025Q2: 13,533 shares; 2025Q3: 11,150 shares; 2025Q4: not reported; 2026Q1: 9,247 shares 9,247 $328K <0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 4,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,046 shares 2,046 $327K <0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 27,340 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 27,340 shares; 2025Q4: 26,515 shares; 2026Q1: 26,515 shares 26,515 $327K <0.01% 0 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 13,998 shares; 2025Q1: 14,072 shares; 2025Q2: 14,281 shares; 2025Q3: 11,711 shares; 2025Q4: 8,931 shares; 2026Q1: 6,991 shares 6,991 $327K <0.01% -1,940 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 16,025 shares; 2025Q1: 14,456 shares; 2025Q2: 14,461 shares; 2025Q3: 16,641 shares; 2025Q4: 15,648 shares; 2026Q1: 15,246 shares 15,246 $326K <0.01% -402 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,946 shares; 2026Q1: 37,947 shares 37,947 $326K <0.01% +1 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,459 shares 4,459 $324K <0.01% new Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,672 shares; 2025Q1: 4,181 shares; 2025Q2: 3,536 shares; 2025Q3: 3,807 shares; 2025Q4: 6,211 shares; 2026Q1: 4,013 shares 4,013 $323K <0.01% -2,198 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,162 shares; 2026Q1: 10,451 shares 10,451 $322K <0.01% +2,289 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 16,119 shares; 2025Q1: 32,160 shares; 2025Q2: 30,138 shares; 2025Q3: 24,136 shares; 2025Q4: 24,308 shares; 2026Q1: 29,995 shares 29,995 $322K <0.01% +5,687 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,900 shares 8,900 $322K <0.01% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,617 shares; 2024Q4: 5,352 shares; 2025Q1: 6,621 shares; 2025Q2: 5,423 shares; 2025Q3: 5,442 shares; 2025Q4: 5,162 shares; 2026Q1: 4,698 shares 4,698 $319K <0.01% -464 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,314 shares 8,314 $319K <0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 2,650 shares 2,650 $318K <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,725 shares; 2025Q4: 5,855 shares; 2026Q1: 6,359 shares 6,359 $318K <0.01% +504 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,057 shares 56,057 $318K <0.01% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,987 shares; 2025Q1: 52,759 shares; 2025Q2: 11,114 shares; 2025Q3: 39,759 shares; 2025Q4: 42,307 shares; 2026Q1: 42,005 shares 42,005 $317K <0.01% -302 Timeline USMC 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: 20,894 shares; 2024Q4: 21,356 shares; 2025Q1: 18,478 shares; 2025Q2: 18,481 shares; 2025Q3: 19,195 shares; 2025Q4: 19,204 shares; 2026Q1: 4,926 shares 4,926 $317K <0.01% -14,278 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,652 shares; 2026Q1: 3,949 shares 3,949 $316K <0.01% +297 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,852 shares; 2025Q1: 21,260 shares; 2025Q2: 19,591 shares; 2025Q3: 17,780 shares; 2025Q4: 20,187 shares; 2026Q1: 22,174 shares 22,174 $316K <0.01% +1,987 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: not reported; 2025Q1: 21,148 shares; 2025Q2: 21,148 shares; 2025Q3: 20,308 shares; 2025Q4: 20,308 shares; 2026Q1: 18,208 shares 18,208 $316K <0.01% -2,100 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 15,554 shares; 2025Q1: 4,008 shares; 2025Q2: 3,185 shares; 2025Q3: 3,050 shares; 2025Q4: 2,857 shares; 2026Q1: 2,909 shares 2,909 $316K <0.01% +52 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,842 shares 18,842 $315K <0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,271 shares; 2025Q1: 4,442 shares; 2025Q2: 4,301 shares; 2025Q3: 4,270 shares; 2025Q4: 4,147 shares; 2026Q1: 5,448 shares 5,448 $315K <0.01% +1,301 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,407 shares; 2026Q1: 13,246 shares 13,246 $314K <0.01% +839 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,426 shares; 2024Q4: 73,402 shares; 2025Q1: 62,385 shares; 2025Q2: 61,243 shares; 2025Q3: 3,771 shares; 2025Q4: 3,155 shares; 2026Q1: 2,659 shares 2,659 $313K <0.01% -496 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,000 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $313K <0.01% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,280 shares; 2025Q4: 12,684 shares; 2026Q1: 12,200 shares 12,200 $313K <0.01% -484 Timeline CARS CARS COM INC More: the full row for CARS COM 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: 29,087 shares; 2025Q4: 24,606 shares; 2026Q1: 38,437 shares 38,437 $312K <0.01% +13,831 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 4,696 shares; 2026Q1: 4,786 shares 4,786 $312K <0.01% +90 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,244 shares; 2026Q1: 5,662 shares 5,662 $310K <0.01% +1,418 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,271 shares 3,271 $310K <0.01% new Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,307 shares; 2025Q1: 10,019 shares; 2025Q2: 10,770 shares; 2025Q3: not reported; 2025Q4: 15,612 shares; 2026Q1: 17,921 shares 17,921 $310K <0.01% +2,309 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 16,590 shares; 2025Q1: 19,590 shares; 2025Q2: 19,590 shares; 2025Q3: 20,265 shares; 2025Q4: 31,546 shares; 2026Q1: 29,246 shares 29,246 $309K <0.01% -2,300 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,341 shares 51,341 $308K <0.01% new Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,220 shares 2,220 $307K <0.01% new Timeline FAD 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: 2,057 shares; 2024Q4: 2,076 shares; 2025Q1: 2,056 shares; 2025Q2: 1,962 shares; 2025Q3: 1,900 shares; 2025Q4: 9,839 shares; 2026Q1: 1,934 shares 1,934 $307K <0.01% -7,905 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,140 shares; 2026Q1: 6,140 shares 6,140 $307K <0.01% 0 Timeline GARP 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: 4,125 shares; 2026Q1: 4,785 shares 4,785 $306K <0.01% +660 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,440 shares 10,440 $306K <0.01% new Timeline JNK 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: 16,512 shares; 2024Q4: 16,535 shares; 2025Q1: 5,725 shares; 2025Q2: 5,231 shares; 2025Q3: 3,240 shares; 2025Q4: 2,905 shares; 2026Q1: 3,197 shares 3,197 $306K <0.01% +292 Timeline GSST 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: 4,989 shares; 2024Q4: 6,036 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 6,036 shares; 2025Q4: 6,036 shares; 2026Q1: 6,052 shares 6,052 $306K <0.01% +16 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,055 shares; 2025Q1: 4,855 shares; 2025Q2: 4,805 shares; 2025Q3: 3,743 shares; 2025Q4: 3,428 shares; 2026Q1: 2,942 shares 2,942 $306K <0.01% -486 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,186 shares; 2025Q1: 3,278 shares; 2025Q2: 2,710 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares 2,463 $306K <0.01% 0 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,204 shares; 2025Q4: 6,280 shares; 2026Q1: 6,875 shares 6,875 $306K <0.01% +595 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,741 shares; 2025Q1: 4,036 shares; 2025Q2: 4,155 shares; 2025Q3: 3,473 shares; 2025Q4: 3,507 shares; 2026Q1: 5,153 shares 5,153 $305K <0.01% +1,646 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 17,445 shares; 2025Q1: 14,914 shares; 2025Q2: 13,615 shares; 2025Q3: 12,493 shares; 2025Q4: 12,476 shares; 2026Q1: 10,899 shares 10,899 $305K <0.01% -1,577 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,093 shares; 2025Q2: 15,103 shares; 2025Q3: 15,112 shares; 2025Q4: 16,468 shares; 2026Q1: 15,434 shares 15,434 $305K <0.01% -1,034 Timeline RTH 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $305K <0.01% 0 Timeline EJUL 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: 10,179 shares; 2024Q4: 10,679 shares; 2025Q1: 10,679 shares; 2025Q2: 10,679 shares; 2025Q3: 11,084 shares; 2025Q4: 11,084 shares; 2026Q1: 10,184 shares 10,184 $304K <0.01% -900 Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 55,187 shares; 2026Q1: 55,018 shares 55,018 $303K <0.01% -169 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: 14,195 shares; 2026Q1: 14,633 shares 14,633 $303K <0.01% +438 Timeline PBE 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: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 5,424 shares; 2025Q2: 5,080 shares; 2025Q3: 4,342 shares; 2025Q4: 4,208 shares; 2026Q1: 3,830 shares 3,830 $303K <0.01% -378 Timeline IGBH 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: 10,890 shares; 2025Q1: 12,964 shares; 2025Q2: 13,970 shares; 2025Q3: 13,920 shares; 2025Q4: 13,920 shares; 2026Q1: 12,520 shares 12,520 $303K <0.01% -1,400 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,970 shares; 2025Q4: not reported; 2026Q1: 19,170 shares 19,170 $302K <0.01% new Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,504 shares; 2024Q4: 103,504 shares; 2025Q1: 125,129 shares; 2025Q2: 141,929 shares; 2025Q3: 142,029 shares; 2025Q4: 150,029 shares; 2026Q1: 158,866 shares 158,866 $302K <0.01% +8,837 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 6,747 shares; 2025Q2: 4,199 shares; 2025Q3: 4,684 shares; 2025Q4: 5,744 shares; 2026Q1: 5,739 shares 5,739 $302K <0.01% -5 Timeline TDI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,328 shares 7,328 $302K <0.01% new Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,536 shares; 2024Q4: 30,270 shares; 2025Q1: 78,652 shares; 2025Q2: 45,436 shares; 2025Q3: 39,570 shares; 2025Q4: 17,428 shares; 2026Q1: 18,096 shares 18,096 $301K <0.01% +668 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,390 shares 8,390 $301K <0.01% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 16,338 shares; 2025Q1: 22,338 shares; 2025Q2: 14,125 shares; 2025Q3: 15,007 shares; 2025Q4: 14,025 shares; 2026Q1: 11,745 shares 11,745 $301K <0.01% -2,280 Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,846 shares; 2024Q4: 26,315 shares; 2025Q1: 26,315 shares; 2025Q2: 25,030 shares; 2025Q3: 20,030 shares; 2025Q4: 17,530 shares; 2026Q1: 17,530 shares 17,530 $301K <0.01% 0 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,532 shares; 2024Q4: 28,077 shares; 2025Q1: 31,242 shares; 2025Q2: 29,217 shares; 2025Q3: 27,427 shares; 2025Q4: 26,887 shares; 2026Q1: 20,044 shares 20,044 $301K <0.01% -6,843 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,826 shares; 2024Q4: 235,200 shares; 2025Q1: 279,624 shares; 2025Q2: 44,006 shares; 2025Q3: 34,009 shares; 2025Q4: 55,949 shares; 2026Q1: 50,111 shares 50,111 $300K <0.01% -5,838 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA 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: not reported; 2026Q1: 4,564 shares 4,564 $300K <0.01% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 5,862 shares; 2025Q1: 5,737 shares; 2025Q2: 5,632 shares; 2025Q3: 5,516 shares; 2025Q4: 5,216 shares; 2026Q1: 5,075 shares 5,075 $300K <0.01% -141 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 14,883 shares; 2025Q1: 14,208 shares; 2025Q2: 11,482 shares; 2025Q3: 10,619 shares; 2025Q4: 8,858 shares; 2026Q1: 7,979 shares 7,979 $299K <0.01% -879 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: not reported; 2025Q1: 6,299 shares; 2025Q2: 7,857 shares; 2025Q3: 6,263 shares; 2025Q4: 3,990 shares; 2026Q1: 5,214 shares 5,214 $299K <0.01% +1,224 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 8,761 shares; 2025Q1: 9,622 shares; 2025Q2: 10,073 shares; 2025Q3: 9,627 shares; 2025Q4: 9,186 shares; 2026Q1: 10,354 shares 10,354 $298K <0.01% +1,168 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: not reported; 2025Q1: 3,413 shares; 2025Q2: 3,404 shares; 2025Q3: 4,048 shares; 2025Q4: 3,630 shares; 2026Q1: 3,666 shares 3,666 $298K <0.01% +36 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,627 shares; 2025Q1: 10,181 shares; 2025Q2: 10,185 shares; 2025Q3: 10,189 shares; 2025Q4: 10,676 shares; 2026Q1: 9,767 shares 9,767 $297K <0.01% -909 Timeline SFEB 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: 12,485 shares 12,485 $297K <0.01% new Timeline EWG 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: 106,447 shares; 2025Q2: 109,248 shares; 2025Q3: 106,710 shares; 2025Q4: 7,262 shares; 2026Q1: 7,471 shares 7,471 $296K <0.01% +209 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF 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: 3,923 shares 3,923 $296K <0.01% new Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,050 shares 19,050 $296K <0.01% new Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,993 shares; 2024Q4: 17,128 shares; 2025Q1: 17,036 shares; 2025Q2: 17,677 shares; 2025Q3: 6,770 shares; 2025Q4: 6,670 shares; 2026Q1: 4,794 shares 4,794 $296K <0.01% -1,876 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,619 shares; 2024Q4: 73,568 shares; 2025Q1: 69,855 shares; 2025Q2: 54,607 shares; 2025Q3: 56,877 shares; 2025Q4: 29,218 shares; 2026Q1: 18,550 shares 18,550 $295K <0.01% -10,668 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,743 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 894 shares; 2025Q4: 871 shares; 2026Q1: 870 shares 870 $295K <0.01% -1 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 1,868 shares; 2025Q1: 1,756 shares; 2025Q2: 1,980 shares; 2025Q3: 2,100 shares; 2025Q4: not reported; 2026Q1: 5,305 shares 5,305 $295K <0.01% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,648 shares; 2025Q1: 4,680 shares; 2025Q2: 4,656 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,770 shares 5,770 $295K <0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,710 shares; 2025Q1: not reported; 2025Q2: 4,760 shares; 2025Q3: 4,709 shares; 2025Q4: 4,242 shares; 2026Q1: 2,060 shares 2,060 $295K <0.01% -2,182 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: not reported; 2025Q4: not reported; 2026Q1: 11,299 shares 11,299 $295K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,021 shares; 2024Q4: 57,271 shares; 2025Q1: 50,479 shares; 2025Q2: 9,798 shares; 2025Q3: 8,111 shares; 2025Q4: 6,974 shares; 2026Q1: 7,924 shares 7,924 $293K <0.01% +950 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,144 shares; 2024Q4: not reported; 2025Q1: 29,582 shares; 2025Q2: 29,593 shares; 2025Q3: 29,601 shares; 2025Q4: 29,642 shares; 2026Q1: 28,848 shares 28,848 $293K <0.01% -794 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,573 shares; 2026Q1: 2,921 shares 2,921 $293K <0.01% +348 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,093 shares; 2025Q1: 2,122 shares; 2025Q2: 2,022 shares; 2025Q3: 1,934 shares; 2025Q4: 1,966 shares; 2026Q1: 1,916 shares 1,916 $292K <0.01% -50 Timeline VTEX VTEX More: the full row for VTEX Quarterly shares; oldest to 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: 72,925 shares 72,925 $292K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,887 shares; 2024Q4: 17,457 shares; 2025Q1: 18,086 shares; 2025Q2: 17,028 shares; 2025Q3: 11,151 shares; 2025Q4: 13,407 shares; 2026Q1: 13,499 shares 13,499 $292K <0.01% +92 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,475 shares; 2025Q4: 9,295 shares; 2026Q1: 8,185 shares 8,185 $292K <0.01% -1,110 Timeline RWR 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: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $292K <0.01% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,972 shares; 2025Q1: 1,983 shares; 2025Q2: 1,862 shares; 2025Q3: 1,856 shares; 2025Q4: 1,738 shares; 2026Q1: 1,762 shares 1,762 $291K <0.01% +24 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,728 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,133 shares; 2026Q1: 5,508 shares 5,508 $291K <0.01% +375 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,259 shares; 2025Q2: 54,067 shares; 2025Q3: 33,824 shares; 2025Q4: not reported; 2026Q1: 56,333 shares 56,333 $290K <0.01% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,765 shares; 2025Q1: 42,801 shares; 2025Q2: 43,286 shares; 2025Q3: 42,252 shares; 2025Q4: 47,738 shares; 2026Q1: 43,693 shares 43,693 $290K <0.01% -4,045 Timeline SCHP 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: 6,022 shares; 2024Q4: 13,361 shares; 2025Q1: 11,559 shares; 2025Q2: 10,060 shares; 2025Q3: 9,694 shares; 2025Q4: 10,604 shares; 2026Q1: 10,831 shares 10,831 $288K <0.01% +227 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,134 shares; 2025Q1: 7,051 shares; 2025Q2: 5,570 shares; 2025Q3: 7,592 shares; 2025Q4: 7,242 shares; 2026Q1: 7,894 shares 7,894 $288K <0.01% +652 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,613 shares; 2024Q4: 43,893 shares; 2025Q1: 43,372 shares; 2025Q2: 38,206 shares; 2025Q3: 39,182 shares; 2025Q4: 31,634 shares; 2026Q1: 22,585 shares 22,585 $288K <0.01% -9,049 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 10,267 shares; 2025Q1: 11,567 shares; 2025Q2: 11,567 shares; 2025Q3: 11,067 shares; 2025Q4: 11,067 shares; 2026Q1: 11,487 shares 11,487 $288K <0.01% +420 Timeline TJUL 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: 13,512 shares; 2024Q4: 11,594 shares; 2025Q1: 9,794 shares; 2025Q2: 9,794 shares; 2025Q3: 9,794 shares; 2025Q4: 10,319 shares; 2026Q1: 9,794 shares 9,794 $288K <0.01% -525 Timeline FNK 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: 37,585 shares; 2024Q4: 42,278 shares; 2025Q1: 41,506 shares; 2025Q2: 4,080 shares; 2025Q3: 5,190 shares; 2025Q4: 5,190 shares; 2026Q1: 5,045 shares 5,045 $288K <0.01% -145 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,155 shares 7,155 $288K <0.01% new YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 18,083 shares; 2025Q1: 13,814 shares; 2025Q2: 11,820 shares; 2025Q3: 13,070 shares; 2025Q4: not reported; 2026Q1: 11,607 shares 11,607 $287K <0.01% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,739 shares; 2025Q1: 16,600 shares; 2025Q2: 14,974 shares; 2025Q3: 14,995 shares; 2025Q4: 12,080 shares; 2026Q1: 10,352 shares 10,352 $287K <0.01% -1,728 Timeline FCG 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: not reported; 2026Q1: 9,064 shares 9,064 $287K <0.01% new Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,477 shares; 2025Q4: 9,942 shares; 2026Q1: 9,734 shares 9,734 $286K <0.01% -208 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED 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: 12,111 shares 12,111 $284K <0.01% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,796 shares; 2025Q1: 13,636 shares; 2025Q2: 18,849 shares; 2025Q3: 15,432 shares; 2025Q4: 6,590 shares; 2026Q1: 3,187 shares 3,187 $282K <0.01% -3,403 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,535 shares; 2026Q1: 8,367 shares 8,367 $281K <0.01% +2,832 Timeline YLD 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: 20,661 shares; 2024Q4: 16,257 shares; 2025Q1: 15,207 shares; 2025Q2: 15,207 shares; 2025Q3: 14,973 shares; 2025Q4: 14,973 shares; 2026Q1: 14,823 shares 14,823 $281K <0.01% -150 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,663 shares; 2024Q4: 49,732 shares; 2025Q1: 9,190 shares; 2025Q2: 6,768 shares; 2025Q3: 6,619 shares; 2025Q4: 6,025 shares; 2026Q1: 5,986 shares 5,986 $281K <0.01% -39 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 2,064 shares; 2025Q4: not reported; 2026Q1: 1,849 shares 1,849 $280K <0.01% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE 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: 10,933 shares 10,933 $280K <0.01% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3,278 shares; 2025Q1: 4,928 shares; 2025Q2: 4,700 shares; 2025Q3: 4,692 shares; 2025Q4: 4,629 shares; 2026Q1: 3,026 shares 3,026 $279K <0.01% -1,603 Timeline CNA CNA FINL CORP More: the full row for CNA FINL 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: 6,574 shares; 2026Q1: 6,068 shares 6,068 $279K <0.01% -506 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 3,446 shares; 2025Q4: 4,064 shares; 2026Q1: 4,706 shares 4,706 $279K <0.01% +642 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 8,830 shares; 2025Q1: not reported; 2025Q2: 8,430 shares; 2025Q3: 8,430 shares; 2025Q4: 9,830 shares; 2026Q1: 10,801 shares 10,801 $279K <0.01% +971 Timeline PRG PROG HOLDINGS INC More: the full row for PROG 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: 13,769 shares; 2025Q3: 12,354 shares; 2025Q4: 11,217 shares; 2026Q1: 9,687 shares 9,687 $278K <0.01% -1,530 Timeline TGRW 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: 5,830 shares; 2025Q3: 6,830 shares; 2025Q4: 6,830 shares; 2026Q1: 6,830 shares 6,830 $277K <0.01% 0 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,986 shares; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 3,177 shares; 2025Q4: 3,716 shares; 2026Q1: 2,837 shares 2,837 $277K <0.01% -879 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,889 shares; 2024Q4: 25,827 shares; 2025Q1: 23,097 shares; 2025Q2: not reported; 2025Q3: 66,866 shares; 2025Q4: 60,436 shares; 2026Q1: 76,429 shares 76,429 $276K <0.01% +15,993 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 15,717 shares; 2025Q1: 15,977 shares; 2025Q2: 16,005 shares; 2025Q3: 16,251 shares; 2025Q4: 15,610 shares; 2026Q1: 16,050 shares 16,050 $276K <0.01% +440 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,158 shares; 2025Q1: 1,196 shares; 2025Q2: 1,186 shares; 2025Q3: 1,212 shares; 2025Q4: 930 shares; 2026Q1: 940 shares 940 $275K <0.01% +10 Timeline DNOV 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: 8,677 shares; 2024Q4: 50,258 shares; 2025Q1: 49,758 shares; 2025Q2: 4,777 shares; 2025Q3: 5,763 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $275K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,857 shares 2,857 $273K <0.01% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,482 shares; 2025Q1: 3,542 shares; 2025Q2: 3,592 shares; 2025Q3: 3,594 shares; 2025Q4: 3,745 shares; 2026Q1: 3,959 shares 3,959 $272K <0.01% +214 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,154 shares; 2025Q1: 4,922 shares; 2025Q2: 6,325 shares; 2025Q3: 5,887 shares; 2025Q4: 5,631 shares; 2026Q1: 6,589 shares 6,589 $272K <0.01% +958 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,816 shares; 2026Q1: 2,813 shares 2,813 $272K <0.01% -3 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: 1,628 shares; 2026Q1: 2,128 shares 2,128 $272K <0.01% +500 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 9,103 shares; 2025Q3: 10,103 shares; 2025Q4: 11,830 shares; 2026Q1: 10,203 shares 10,203 $272K <0.01% -1,627 Timeline IWMW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,286 shares 7,286 $272K <0.01% new Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,362 shares 2,362 $271K <0.01% new Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS 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: 13,405 shares; 2025Q4: 14,230 shares; 2026Q1: 13,817 shares 13,817 $271K <0.01% -413 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724 $271K <0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 5,910 shares; 2025Q1: 6,293 shares; 2025Q2: 5,917 shares; 2025Q3: 5,551 shares; 2025Q4: 3,271 shares; 2026Q1: 2,496 shares 2,496 $270K <0.01% -775 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 10,270 shares; 2026Q1: 9,806 shares 9,806 $270K <0.01% -464 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,837 shares; 2025Q4: 13,483 shares; 2026Q1: 12,385 shares 12,385 $270K <0.01% -1,098 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,439 shares; 2024Q4: 43,989 shares; 2025Q1: 25,002 shares; 2025Q2: 20,670 shares; 2025Q3: 11,066 shares; 2025Q4: 13,866 shares; 2026Q1: 55,034 shares 55,034 $270K <0.01% +41,168 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 4,296 shares 4,296 $269K <0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,242 shares; 2025Q4: 8,387 shares; 2026Q1: 10,726 shares 10,726 $269K <0.01% +2,339 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares; 2026Q1: 494 shares 494 $268K <0.01% +11 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM 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: 3,000 shares; 2025Q4: 3,200 shares; 2026Q1: 2,900 shares 2,900 $268K <0.01% -300 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,976 shares; 2026Q1: 12,861 shares 12,861 $267K <0.01% +885 Timeline RSSE 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: 12,425 shares; 2025Q4: 12,425 shares; 2026Q1: 12,425 shares 12,425 $267K <0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,768 shares; 2026Q1: 2,294 shares 2,294 $266K <0.01% -474 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,180 shares; 2024Q4: 19,235 shares; 2025Q1: 19,221 shares; 2025Q2: 20,912 shares; 2025Q3: 20,851 shares; 2025Q4: 25,172 shares; 2026Q1: 29,497 shares 29,497 $266K <0.01% +4,325 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares 3,346 $265K <0.01% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,201 shares; 2025Q1: 5,198 shares; 2025Q2: 5,875 shares; 2025Q3: 5,884 shares; 2025Q4: 5,454 shares; 2026Q1: 5,453 shares 5,453 $265K <0.01% -1 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,536 shares; 2025Q3: 6,677 shares; 2025Q4: 6,282 shares; 2026Q1: 6,710 shares 6,710 $265K <0.01% +428 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 4,025 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $265K <0.01% 0 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,775 shares; 2025Q1: 4,865 shares; 2025Q2: 4,434 shares; 2025Q3: 4,418 shares; 2025Q4: 4,298 shares; 2026Q1: 4,293 shares 4,293 $264K <0.01% -5 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 8,479 shares; 2025Q1: 7,842 shares; 2025Q2: 8,014 shares; 2025Q3: 6,265 shares; 2025Q4: 5,665 shares; 2026Q1: 6,150 shares 6,150 $264K <0.01% +485 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to 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: 6,052 shares; 2026Q1: 7,810 shares 7,810 $264K <0.01% +1,758 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,942 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 24,925 shares 24,925 $263K <0.01% +2,425 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,729 shares; 2024Q4: 10,129 shares; 2025Q1: 10,463 shares; 2025Q2: 10,463 shares; 2025Q3: 10,458 shares; 2025Q4: 11,905 shares; 2026Q1: 15,116 shares 15,116 $263K <0.01% +3,211 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,952 shares; 2024Q4: 20,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,375 shares; 2025Q4: 19,375 shares; 2026Q1: 18,511 shares 18,511 $263K <0.01% -864 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,867 shares; 2025Q1: not reported; 2025Q2: 19,159 shares; 2025Q3: 19,159 shares; 2025Q4: 22,208 shares; 2026Q1: 18,371 shares 18,371 $263K <0.01% -3,837 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,457 shares; 2025Q1: 26,653 shares; 2025Q2: 27,381 shares; 2025Q3: 12,816 shares; 2025Q4: 11,456 shares; 2026Q1: 10,018 shares 10,018 $263K <0.01% -1,438 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,295 shares; 2024Q4: 103,669 shares; 2025Q1: 139,355 shares; 2025Q2: 75,055 shares; 2025Q3: 59,131 shares; 2025Q4: 63,130 shares; 2026Q1: 73,905 shares 73,905 $262K <0.01% +10,775 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,542 shares; 2025Q1: 2,361 shares; 2025Q2: 2,261 shares; 2025Q3: 2,146 shares; 2025Q4: 2,261 shares; 2026Q1: 2,050 shares 2,050 $262K <0.01% -211 Timeline LVDS 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: 5,799 shares; 2025Q4: 5,807 shares; 2026Q1: 5,197 shares 5,197 $262K <0.01% -610 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,693 shares; 2025Q4: not reported; 2026Q1: 8,712 shares 8,712 $262K <0.01% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: not reported; 2025Q1: 61,585 shares; 2025Q2: 60,410 shares; 2025Q3: 60,816 shares; 2025Q4: 44,591 shares; 2026Q1: 20,238 shares 20,238 $260K <0.01% -24,353 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to 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: 3,975 shares; 2026Q1: 3,975 shares 3,975 $259K <0.01% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,788 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $259K <0.01% 0 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,342 shares; 2024Q4: 35,435 shares; 2025Q1: 33,595 shares; 2025Q2: 33,287 shares; 2025Q3: 33,330 shares; 2025Q4: 29,871 shares; 2026Q1: 28,599 shares 28,599 $259K <0.01% -1,272 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to 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: 10,026 shares; 2026Q1: 12,048 shares 12,048 $258K <0.01% +2,022 Timeline IQDG 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: 24,863 shares; 2024Q4: 25,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares; 2025Q4: 5,459 shares; 2026Q1: 6,398 shares 6,398 $257K <0.01% +939 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 29,688 shares; 2025Q1: 26,925 shares; 2025Q2: 27,047 shares; 2025Q3: 27,170 shares; 2025Q4: 27,327 shares; 2026Q1: 27,401 shares 27,401 $257K <0.01% +74 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,806 shares; 2024Q4: 28,519 shares; 2025Q1: 23,923 shares; 2025Q2: 26,060 shares; 2025Q3: 3,022 shares; 2025Q4: 2,894 shares; 2026Q1: 3,288 shares 3,288 $257K <0.01% +394 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,200 shares; 2026Q1: 38,615 shares 38,615 $256K <0.01% +26,415 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 23,951 shares; 2025Q1: 22,271 shares; 2025Q2: 21,976 shares; 2025Q3: 19,495 shares; 2025Q4: 8,016 shares; 2026Q1: 9,201 shares 9,201 $255K <0.01% +1,185 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,334 shares; 2024Q4: 75,319 shares; 2025Q1: 55,051 shares; 2025Q2: 59,534 shares; 2025Q3: 72,398 shares; 2025Q4: 16,895 shares; 2026Q1: 27,945 shares 27,945 $255K <0.01% +11,050 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,420 shares; 2024Q4: 38,952 shares; 2025Q1: 28,360 shares; 2025Q2: 25,160 shares; 2025Q3: 21,825 shares; 2025Q4: 22,275 shares; 2026Q1: 24,075 shares 24,075 $255K <0.01% +1,800 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,866 shares 1,866 $254K <0.01% -75 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,404 shares 3,404 $254K <0.01% new Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 6,929 shares; 2025Q1: 6,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares 3,351 $253K <0.01% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 571 shares; 2026Q1: 597 shares 597 $253K <0.01% +26 Timeline