IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,437 shares; 2025Q1: 4,792 shares; 2025Q2: 5,857 shares; 2025Q3: 5,961 shares; 2025Q4: 4,759 shares; 2026Q1: 398,629 shares 398,629 $28.3M 0.01% +393,870 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 79 shares; 2025Q2: 104 shares; 2025Q3: 377 shares; 2025Q4: 419 shares; 2026Q1: 146,811 shares 146,811 $28M 0.01% +146,392 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 4,428 shares; 2025Q1: 7,029 shares; 2025Q2: 9,444 shares; 2025Q3: 14,219 shares; 2025Q4: 21,409 shares; 2026Q1: 93,817 shares 93,817 $27.8M 0.01% +72,408 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 437 shares; 2025Q3: 472 shares; 2025Q4: 942 shares; 2026Q1: 459,220 shares 459,220 $27.7M 0.01% +458,278 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 27,934 shares; 2025Q1: 35,487 shares; 2025Q2: 41,705 shares; 2025Q3: 48,608 shares; 2025Q4: 52,185 shares; 2026Q1: 621,528 shares 621,528 $27.7M 0.01% +569,343 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,720 shares; 2025Q1: 9,185 shares; 2025Q2: 11,338 shares; 2025Q3: 12,208 shares; 2025Q4: 20,330 shares; 2026Q1: 137,095 shares 137,095 $27.7M 0.01% +116,765 Timeline EMB 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: 7,685,425 shares; 2024Q4: 7,783,673 shares; 2025Q1: 7,737,340 shares; 2025Q2: 7,785,607 shares; 2025Q3: 227,723 shares; 2025Q4: 256,005 shares; 2026Q1: 297,429 shares 297,429 $27.7M 0.01% +41,424 Timeline FVD 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: 109,312 shares; 2024Q4: 213,607 shares; 2025Q1: 326,927 shares; 2025Q2: 429,241 shares; 2025Q3: 502,263 shares; 2025Q4: 541,519 shares; 2026Q1: 596,065 shares 596,065 $27.6M 0.01% +54,546 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 9,643 shares; 2025Q1: 10,044 shares; 2025Q2: 12,737 shares; 2025Q3: 16,528 shares; 2025Q4: 20,913 shares; 2026Q1: 252,591 shares 252,591 $27.5M 0.01% +231,678 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 5,100 shares; 2025Q1: 6,648 shares; 2025Q2: 8,035 shares; 2025Q3: 9,379 shares; 2025Q4: 10,899 shares; 2026Q1: 127,260 shares 127,260 $27.5M 0.01% +116,361 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 846 shares; 2025Q1: 1,387 shares; 2025Q2: 1,550 shares; 2025Q3: 1,745 shares; 2025Q4: 3,846 shares; 2026Q1: 275,387 shares 275,387 $27.4M 0.01% +271,541 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,387 shares; 2024Q4: 248,957 shares; 2025Q1: 371,521 shares; 2025Q2: 664,924 shares; 2025Q3: 615,472 shares; 2025Q4: 681,131 shares; 2026Q1: 762,074 shares 762,074 $27M 0.01% +80,943 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 110,718 shares; 2025Q1: 146,440 shares; 2025Q2: 175,176 shares; 2025Q3: 207,958 shares; 2025Q4: 233,264 shares; 2026Q1: 258,037 shares 258,037 $27M 0.01% +24,773 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 4,384 shares; 2025Q1: 5,087 shares; 2025Q2: 6,146 shares; 2025Q3: 6,613 shares; 2025Q4: 6,032 shares; 2026Q1: 139,790 shares 139,790 $26.9M 0.01% +133,758 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 3,533 shares; 2025Q1: 4,221 shares; 2025Q2: 4,291 shares; 2025Q3: 7,183 shares; 2025Q4: 7,518 shares; 2026Q1: 609,944 shares 609,944 $26.5M 0.01% +602,426 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,048 shares; 2024Q4: 62,657 shares; 2025Q1: 94,235 shares; 2025Q2: 101,193 shares; 2025Q3: 119,068 shares; 2025Q4: 151,823 shares; 2026Q1: 322,891 shares 322,891 $26.5M 0.01% +171,068 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 1,903 shares; 2025Q1: 4,738 shares; 2025Q2: 8,314 shares; 2025Q3: 13,176 shares; 2025Q4: 14,913 shares; 2026Q1: 69,233 shares 69,233 $26.4M 0.01% +54,320 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 15,950 shares; 2025Q1: 18,941 shares; 2025Q2: 19,782 shares; 2025Q3: 20,655 shares; 2025Q4: 20,896 shares; 2026Q1: 238,930 shares 238,930 $26.3M 0.01% +218,034 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,039 shares; 2025Q1: 2,192 shares; 2025Q2: 1,800 shares; 2025Q3: 2,955 shares; 2025Q4: 3,649 shares; 2026Q1: 346,740 shares 346,740 $26.2M 0.01% +343,091 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,961 shares; 2025Q1: 2,420 shares; 2025Q2: 2,489 shares; 2025Q3: 6,123 shares; 2025Q4: 7,908 shares; 2026Q1: 251,547 shares 251,547 $26.1M 0.01% +243,639 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: not reported; 2024Q4: 15 shares; 2025Q1: 34 shares; 2025Q2: 28 shares; 2025Q3: 122 shares; 2025Q4: 185 shares; 2026Q1: 65,676 shares 65,676 $25.7M 0.01% +65,491 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,815 shares; 2025Q1: 5,395 shares; 2025Q2: 5,394 shares; 2025Q3: 6,083 shares; 2025Q4: 6,899 shares; 2026Q1: 111,475 shares 111,475 $25.6M 0.01% +104,576 Timeline AVIV 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: 3,262 shares; 2024Q4: 39,277 shares; 2025Q1: 63,343 shares; 2025Q2: 141,107 shares; 2025Q3: 173,447 shares; 2025Q4: 251,245 shares; 2026Q1: 350,105 shares 350,105 $25.4M 0.01% +98,860 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 1,568 shares; 2025Q1: 2,209 shares; 2025Q2: 3,649 shares; 2025Q3: 4,997 shares; 2025Q4: 6,435 shares; 2026Q1: 154,453 shares 154,453 $25.3M 0.01% +148,018 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 19,037 shares; 2025Q1: 25,717 shares; 2025Q2: 33,573 shares; 2025Q3: 37,969 shares; 2025Q4: 48,339 shares; 2026Q1: 63,877 shares 63,877 $25.2M 0.01% +15,538 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: 203,166 shares; 2024Q4: 366,922 shares; 2025Q1: 488,609 shares; 2025Q2: 584,116 shares; 2025Q3: 600,205 shares; 2025Q4: 665,382 shares; 2026Q1: 749,789 shares 749,789 $25.2M 0.01% +84,407 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,407 shares; 2024Q4: 44,662 shares; 2025Q1: 61,565 shares; 2025Q2: 69,364 shares; 2025Q3: 83,641 shares; 2025Q4: 101,850 shares; 2026Q1: 469,762 shares 469,762 $25.1M 0.01% +367,912 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,035 shares; 2024Q4: 585,568 shares; 2025Q1: 699,836 shares; 2025Q2: 777,857 shares; 2025Q3: 789,870 shares; 2025Q4: 884,043 shares; 2026Q1: 984,232 shares 984,232 $25M 0.01% +100,189 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 14,265 shares; 2025Q1: 1,066 shares; 2025Q2: 1,739 shares; 2025Q3: 1,874 shares; 2025Q4: 2,505 shares; 2026Q1: 298,466 shares 298,466 $25M 0.01% +295,961 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 911 shares; 2025Q1: 1,049 shares; 2025Q2: 1,287 shares; 2025Q3: 1,532 shares; 2025Q4: 1,500 shares; 2026Q1: 21,358 shares 21,358 $24.3M 0.01% +19,858 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 8,263 shares; 2025Q1: 9,674 shares; 2025Q2: 11,452 shares; 2025Q3: 14,585 shares; 2025Q4: 26,690 shares; 2026Q1: 621,005 shares 621,005 $24.2M 0.01% +594,315 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 24,691 shares; 2025Q1: 36,957 shares; 2025Q2: 57,970 shares; 2025Q3: 79,238 shares; 2025Q4: 160,804 shares; 2026Q1: 260,671 shares 260,671 $23.9M 0.01% +99,867 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,233 shares; 2025Q2: 18,666 shares; 2025Q3: 77,291 shares; 2025Q4: 136,778 shares; 2026Q1: 182,803 shares 182,803 $23.8M 0.01% +46,025 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,404 shares; 2024Q4: 99,040 shares; 2025Q1: 123,169 shares; 2025Q2: 170,625 shares; 2025Q3: 213,768 shares; 2025Q4: 250,761 shares; 2026Q1: 277,116 shares 277,116 $23.8M 0.01% +26,355 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,813 shares; 2025Q1: 2,174 shares; 2025Q2: 3,103 shares; 2025Q3: 3,247 shares; 2025Q4: 3,823 shares; 2026Q1: 661,123 shares 661,123 $23.7M 0.01% +657,300 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,246 shares; 2024Q4: 101,434 shares; 2025Q1: 159,316 shares; 2025Q2: 249,480 shares; 2025Q3: 286,579 shares; 2025Q4: 289,051 shares; 2026Q1: 327,515 shares 327,515 $23.6M 0.01% +38,464 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,265 shares; 2024Q4: 20,466 shares; 2025Q1: 27,791 shares; 2025Q2: 31,982 shares; 2025Q3: 50,678 shares; 2025Q4: 47,279 shares; 2026Q1: 1,476,265 shares 1,476,265 $23.6M 0.01% +1,428,986 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 429 shares; 2025Q1: 451 shares; 2025Q2: 504 shares; 2025Q3: 521 shares; 2025Q4: 258 shares; 2026Q1: 53,729 shares 53,729 $23.5M 0.01% +53,471 Timeline CGIC 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: 52,114 shares; 2025Q4: 256,900 shares; 2026Q1: 730,725 shares 730,725 $23.5M 0.01% +473,825 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 419 shares; 2025Q2: 572 shares; 2025Q3: 542 shares; 2025Q4: 780 shares; 2026Q1: 73,643 shares 73,643 $23.4M 0.01% +72,863 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 9,535 shares; 2025Q1: 11,488 shares; 2025Q2: 10,857 shares; 2025Q3: 13,326 shares; 2025Q4: 15,747 shares; 2026Q1: 173,669 shares 173,669 $23.3M 0.01% +157,922 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: 354,530 shares 354,530 $23.1M 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 246 shares; 2025Q2: 1,230 shares; 2025Q3: 1,245 shares; 2025Q4: 1,726 shares; 2026Q1: 34,869 shares 34,869 $23.1M 0.01% +33,143 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,635 shares; 2024Q4: 78,719 shares; 2025Q1: 126,766 shares; 2025Q2: 155,322 shares; 2025Q3: 189,251 shares; 2025Q4: 432,005 shares; 2026Q1: 506,929 shares 506,929 $23.1M 0.01% +74,924 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 5,311 shares; 2025Q1: 5,854 shares; 2025Q2: 7,600 shares; 2025Q3: 9,376 shares; 2025Q4: 10,986 shares; 2026Q1: 227,659 shares 227,659 $23.1M 0.01% +216,673 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 12,155 shares; 2025Q1: 13,269 shares; 2025Q2: 16,351 shares; 2025Q3: 17,137 shares; 2025Q4: 20,241 shares; 2026Q1: 395,141 shares 395,141 $23.1M 0.01% +374,900 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 5,173 shares; 2025Q1: 5,253 shares; 2025Q2: 10,088 shares; 2025Q3: 10,423 shares; 2025Q4: 10,595 shares; 2026Q1: 149,996 shares 149,996 $23.1M 0.01% +139,401 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 684 shares; 2025Q1: 689 shares; 2025Q2: 953 shares; 2025Q3: 1,024 shares; 2025Q4: 741 shares; 2026Q1: 174,063 shares 174,063 $23M 0.01% +173,322 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 20,905 shares; 2025Q1: 24,564 shares; 2025Q2: 48,080 shares; 2025Q3: 78,951 shares; 2025Q4: 112,137 shares; 2026Q1: 1,408,666 shares 1,408,666 $23M 0.01% +1,296,529 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 36,850 shares; 2025Q1: 61,749 shares; 2025Q2: 79,167 shares; 2025Q3: 109,055 shares; 2025Q4: 171,678 shares; 2026Q1: 405,618 shares 405,618 $22.9M 0.01% +233,940 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 226,673 shares; 2025Q1: 318,394 shares; 2025Q2: 496,618 shares; 2025Q3: 624,789 shares; 2025Q4: 717,517 shares; 2026Q1: 924,447 shares 924,447 $22.9M 0.01% +206,930 Timeline SUB 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: 7,043 shares; 2024Q4: 23,899 shares; 2025Q1: 36,644 shares; 2025Q2: 83,020 shares; 2025Q3: 123,396 shares; 2025Q4: 136,201 shares; 2026Q1: 213,298 shares 213,298 $22.7M 0.01% +77,097 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 441 shares; 2025Q1: 430 shares; 2025Q2: 832 shares; 2025Q3: 184 shares; 2025Q4: 174 shares; 2026Q1: 652,142 shares 652,142 $22.7M 0.01% +651,968 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 154,425 shares; 2025Q1: 195,460 shares; 2025Q2: 224,356 shares; 2025Q3: 241,867 shares; 2025Q4: 296,829 shares; 2026Q1: 482,051 shares 482,051 $22.4M 0.01% +185,222 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: 56,763 shares; 2024Q4: 84,609 shares; 2025Q1: 106,172 shares; 2025Q2: 140,800 shares; 2025Q3: 196,152 shares; 2025Q4: 233,634 shares; 2026Q1: 268,219 shares 268,219 $22.4M 0.01% +34,585 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,804 shares; 2025Q4: 377,554 shares; 2026Q1: 848,727 shares 848,727 $22.3M 0.01% +471,173 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,124 shares; 2024Q4: 46,692 shares; 2025Q1: 57,187 shares; 2025Q2: 74,762 shares; 2025Q3: 81,521 shares; 2025Q4: 85,342 shares; 2026Q1: 271,848 shares 271,848 $22.2M 0.01% +186,506 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 2,863 shares; 2025Q1: 3,706 shares; 2025Q2: 5,163 shares; 2025Q3: 5,733 shares; 2025Q4: 6,318 shares; 2026Q1: 47,027 shares 47,027 $22.2M 0.01% +40,709 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 23,569 shares; 2025Q1: 110,290 shares; 2025Q2: 149,818 shares; 2025Q3: 224,933 shares; 2025Q4: 338,665 shares; 2026Q1: 481,076 shares 481,076 $22.1M 0.01% +142,411 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,955 shares; 2024Q4: 129,816 shares; 2025Q1: 149,219 shares; 2025Q2: 165,288 shares; 2025Q3: 182,435 shares; 2025Q4: 202,923 shares; 2026Q1: 238,877 shares 238,877 $22M 0.01% +35,954 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 593 shares; 2025Q1: 697 shares; 2025Q2: 1,101 shares; 2025Q3: 1,275 shares; 2025Q4: 1,810 shares; 2026Q1: 39,412 shares 39,412 $22M 0.01% +37,602 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 1,219 shares; 2025Q1: 2,236 shares; 2025Q2: 3,587 shares; 2025Q3: 4,432 shares; 2025Q4: 5,207 shares; 2026Q1: 83,938 shares 83,938 $21.9M 0.01% +78,731 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 199 shares; 2025Q1: 685 shares; 2025Q2: 713 shares; 2025Q3: 739 shares; 2025Q4: 812 shares; 2026Q1: 38,863 shares 38,863 $21.9M 0.01% +38,051 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,530 shares; 2024Q4: 111,759 shares; 2025Q1: 191,741 shares; 2025Q2: 239,264 shares; 2025Q3: 290,521 shares; 2025Q4: 390,553 shares; 2026Q1: 526,506 shares 526,506 $21.8M 0.01% +135,953 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 697 shares; 2025Q1: 794 shares; 2025Q2: 941 shares; 2025Q3: 2,680 shares; 2025Q4: 1,550 shares; 2026Q1: 87,037 shares 87,037 $21.8M 0.01% +85,487 Timeline VHT 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: 15,881 shares; 2024Q4: 28,604 shares; 2025Q1: 36,274 shares; 2025Q2: 55,414 shares; 2025Q3: 58,895 shares; 2025Q4: 72,117 shares; 2026Q1: 81,872 shares 81,872 $21.7M 0.01% +9,755 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 8,714 shares; 2025Q1: 16,581 shares; 2025Q2: 24,636 shares; 2025Q3: 34,474 shares; 2025Q4: 47,190 shares; 2026Q1: 61,152 shares 61,152 $21.7M 0.01% +13,962 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 39,403 shares; 2025Q1: 66,409 shares; 2025Q2: 138,761 shares; 2025Q3: 173,283 shares; 2025Q4: 221,705 shares; 2026Q1: 308,289 shares 308,289 $21.6M 0.01% +86,584 Timeline JMST 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: 29,655 shares; 2024Q4: 79,755 shares; 2025Q1: 140,244 shares; 2025Q2: 182,651 shares; 2025Q3: 252,646 shares; 2025Q4: 322,233 shares; 2026Q1: 420,648 shares 420,648 $21.4M 0.01% +98,415 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,713 shares; 2025Q1: 5,056 shares; 2025Q2: 6,265 shares; 2025Q3: 8,044 shares; 2025Q4: 7,978 shares; 2026Q1: 78,522 shares 78,522 $21.3M 0.01% +70,544 Timeline TOUS 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: 5,300 shares; 2025Q2: 116,510 shares; 2025Q3: 228,940 shares; 2025Q4: 358,627 shares; 2026Q1: 628,706 shares 628,706 $21.1M 0.01% +270,079 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,036 shares; 2024Q4: 175,162 shares; 2025Q1: 225,349 shares; 2025Q2: 259,930 shares; 2025Q3: 299,250 shares; 2025Q4: 310,745 shares; 2026Q1: 331,807 shares 331,807 $21.1M 0.01% +21,062 Timeline TDVG 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: 70,137 shares; 2024Q4: 137,996 shares; 2025Q1: 200,537 shares; 2025Q2: 274,504 shares; 2025Q3: 334,587 shares; 2025Q4: 393,976 shares; 2026Q1: 481,418 shares 481,418 $21.1M 0.01% +87,442 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,286 shares; 2024Q4: 634,841 shares; 2025Q1: 818,893 shares; 2025Q2: 1,041,374 shares; 2025Q3: 1,195,692 shares; 2025Q4: 1,333,095 shares; 2026Q1: 1,849,000 shares 1,849,000 $21M 0.01% +515,905 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: 28 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 85 shares; 2025Q3: 79 shares; 2025Q4: 634 shares; 2026Q1: 33,468 shares 33,468 $21M 0.01% +32,834 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 3,069 shares; 2025Q1: 3,841 shares; 2025Q2: 4,208 shares; 2025Q3: 4,712 shares; 2025Q4: 25,530 shares; 2026Q1: 238,938 shares 238,938 $20.9M 0.01% +213,408 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 9,035 shares; 2025Q1: 12,074 shares; 2025Q2: 12,713 shares; 2025Q3: 9,460 shares; 2025Q4: 4,309 shares; 2026Q1: 682,519 shares 682,519 $20.9M 0.01% +678,210 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 2,768 shares; 2025Q1: 6,943 shares; 2025Q2: 20,767 shares; 2025Q3: 30,586 shares; 2025Q4: 34,551 shares; 2026Q1: 1,948,247 shares 1,948,247 $20.8M 0.01% +1,913,696 Timeline RSPA 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: 23,805 shares; 2025Q2: 98,985 shares; 2025Q3: 169,808 shares; 2025Q4: 290,768 shares; 2026Q1: 418,180 shares 418,180 $20.6M 0.01% +127,412 Timeline JQUA 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: 33,082 shares; 2024Q4: 65,658 shares; 2025Q1: 122,504 shares; 2025Q2: 205,579 shares; 2025Q3: 254,064 shares; 2025Q4: 291,997 shares; 2026Q1: 343,535 shares 343,535 $20.6M 0.01% +51,538 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 5,869 shares; 2025Q1: 5,357 shares; 2025Q2: 5,284 shares; 2025Q3: 4,927 shares; 2025Q4: 4,286 shares; 2026Q1: 381,735 shares 381,735 $20.6M 0.01% +377,449 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,422 shares; 2025Q1: 123,056 shares; 2025Q2: 142,049 shares; 2025Q3: 156,138 shares; 2025Q4: 163,492 shares; 2026Q1: 179,646 shares 179,646 $20.5M 0.01% +16,154 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,216 shares; 2025Q3: 358,841 shares; 2025Q4: 630,247 shares; 2026Q1: 827,676 shares 827,676 $20.5M 0.01% +197,429 Timeline IDV 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: 68,375 shares; 2024Q4: 105,059 shares; 2025Q1: 133,980 shares; 2025Q2: 161,313 shares; 2025Q3: 195,586 shares; 2025Q4: 272,871 shares; 2026Q1: 496,986 shares 496,986 $20.5M 0.01% +224,115 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,704 shares; 2024Q4: 49,873 shares; 2025Q1: 56,943 shares; 2025Q2: 61,533 shares; 2025Q3: 67,628 shares; 2025Q4: 85,120 shares; 2026Q1: 149,378 shares 149,378 $20.4M 0.01% +64,258 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 21,897 shares; 2025Q1: 37,257 shares; 2025Q2: 53,051 shares; 2025Q3: 69,299 shares; 2025Q4: 92,595 shares; 2026Q1: 173,121 shares 173,121 $20.4M 0.01% +80,526 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 1,178 shares; 2025Q1: 1,993 shares; 2025Q2: 3,148 shares; 2025Q3: 2,659 shares; 2025Q4: 2,253 shares; 2026Q1: 58,665 shares 58,665 $20.4M 0.01% +56,412 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 48,755 shares; 2025Q1: 68,473 shares; 2025Q2: 90,562 shares; 2025Q3: 250,281 shares; 2025Q4: 535,190 shares; 2026Q1: 879,685 shares 879,685 $20.3M 0.01% +344,495 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,032 shares; 2024Q4: 116,986 shares; 2025Q1: 142,637 shares; 2025Q2: 183,788 shares; 2025Q3: 209,775 shares; 2025Q4: 260,570 shares; 2026Q1: 374,521 shares 374,521 $20.2M 0.01% +113,951 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,534 shares; 2024Q4: 121,465 shares; 2025Q1: 171,743 shares; 2025Q2: 194,784 shares; 2025Q3: 205,829 shares; 2025Q4: 186,520 shares; 2026Q1: 228,422 shares 228,422 $20.2M 0.01% +41,902 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 11,872 shares; 2025Q1: 12,233 shares; 2025Q2: 7,260 shares; 2025Q3: 7,402 shares; 2025Q4: 6,269 shares; 2026Q1: 110,691 shares 110,691 $20.2M 0.01% +104,422 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 33,386 shares; 2025Q1: 42,297 shares; 2025Q2: 39,877 shares; 2025Q3: 41,227 shares; 2025Q4: 44,631 shares; 2026Q1: 288,436 shares 288,436 $20M 0.01% +243,805 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 970 shares; 2025Q1: 968 shares; 2025Q2: 1,104 shares; 2025Q3: 942 shares; 2025Q4: 1,147 shares; 2026Q1: 284,581 shares 284,581 $19.9M 0.01% +283,434 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,596 shares; 2024Q4: 182,568 shares; 2025Q1: 268,196 shares; 2025Q2: 331,742 shares; 2025Q3: 277,309 shares; 2025Q4: 292,569 shares; 2026Q1: 391,879 shares 391,879 $19.7M 0.01% +99,310 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: 84,721 shares; 2024Q4: 110,271 shares; 2025Q1: 137,352 shares; 2025Q2: 130,792 shares; 2025Q3: 150,188 shares; 2025Q4: 173,534 shares; 2026Q1: 207,730 shares 207,730 $19.6M 0.01% +34,196 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 74,915 shares; 2025Q1: 109,511 shares; 2025Q2: 152,394 shares; 2025Q3: 184,453 shares; 2025Q4: 205,037 shares; 2026Q1: 236,598 shares 236,598 $19.5M 0.01% +31,561 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: 197 shares; 2024Q4: 762 shares; 2025Q1: 1,068 shares; 2025Q2: 1,076 shares; 2025Q3: 1,111 shares; 2025Q4: 1,205 shares; 2026Q1: 150,935 shares 150,935 $19.4M 0.01% +149,730 Timeline CIBR 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: 24,840 shares; 2024Q4: 42,543 shares; 2025Q1: 69,926 shares; 2025Q2: 133,301 shares; 2025Q3: 209,035 shares; 2025Q4: 276,482 shares; 2026Q1: 319,355 shares 319,355 $19.4M 0.01% +42,873 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 12,903 shares; 2025Q1: 22,854 shares; 2025Q2: 28,388 shares; 2025Q3: 31,112 shares; 2025Q4: 24,249 shares; 2026Q1: 246,011 shares 246,011 $19.3M 0.01% +221,762 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,132 shares; 2025Q2: 167,388 shares; 2025Q3: 261,852 shares; 2025Q4: 381,068 shares; 2026Q1: 656,967 shares 656,967 $19.3M 0.01% +275,899 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,118 shares; 2024Q4: 212,109 shares; 2025Q1: 268,232 shares; 2025Q2: 309,351 shares; 2025Q3: 361,194 shares; 2025Q4: 382,234 shares; 2026Q1: 529,380 shares 529,380 $19.3M 0.01% +147,146 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 591 shares; 2025Q1: 671 shares; 2025Q2: 626 shares; 2025Q3: 1,213 shares; 2025Q4: 8,343 shares; 2026Q1: 158,171 shares 158,171 $19.3M 0.01% +149,828 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,569 shares; 2024Q4: 57,060 shares; 2025Q1: 63,811 shares; 2025Q2: 70,923 shares; 2025Q3: 76,322 shares; 2025Q4: 78,905 shares; 2026Q1: 105,706 shares 105,706 $19.3M 0.01% +26,801 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,336 shares; 2025Q1: 2,263 shares; 2025Q2: 2,312 shares; 2025Q3: 2,410 shares; 2025Q4: 2,854 shares; 2026Q1: 184,714 shares 184,714 $19.2M 0.01% +181,860 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,350 shares; 2025Q1: 119,962 shares; 2025Q2: 131,405 shares; 2025Q3: 135,358 shares; 2025Q4: 146,636 shares; 2026Q1: 2,438,905 shares 2,438,905 $19.2M 0.01% +2,292,269 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 404 shares; 2025Q1: 736 shares; 2025Q2: 1,196 shares; 2025Q3: 1,276 shares; 2025Q4: 1,262 shares; 2026Q1: 71,976 shares 71,976 $19.1M 0.01% +70,714 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,096 shares; 2025Q1: 1,299 shares; 2025Q2: 1,489 shares; 2025Q3: 1,265 shares; 2025Q4: 1,571 shares; 2026Q1: 84,912 shares 84,912 $19.1M 0.01% +83,341 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 30,190 shares; 2025Q1: 36,455 shares; 2025Q2: 41,802 shares; 2025Q3: 54,019 shares; 2025Q4: 61,933 shares; 2026Q1: 335,317 shares 335,317 $18.9M 0.01% +273,384 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: 430 shares; 2024Q4: 439 shares; 2025Q1: 2,837 shares; 2025Q2: 9,016 shares; 2025Q3: 14,246 shares; 2025Q4: 19,057 shares; 2026Q1: 354,234 shares 354,234 $18.8M 0.01% +335,177 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: 750 shares; 2024Q4: 1,585 shares; 2025Q1: 1,487 shares; 2025Q2: 1,841 shares; 2025Q3: 2,009 shares; 2025Q4: 1,876 shares; 2026Q1: 197,046 shares 197,046 $18.8M 0.01% +195,170 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 26,377 shares; 2025Q1: 73,140 shares; 2025Q2: 135,828 shares; 2025Q3: 231,536 shares; 2025Q4: 294,099 shares; 2026Q1: 373,382 shares 373,382 $18.6M 0.01% +79,283 Timeline JPIE 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: 34,625 shares; 2025Q2: 78,944 shares; 2025Q3: 166,909 shares; 2025Q4: 256,004 shares; 2026Q1: 404,369 shares 404,369 $18.5M 0.01% +148,365 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,093 shares; 2024Q4: 235,305 shares; 2025Q1: 274,792 shares; 2025Q2: 289,214 shares; 2025Q3: 285,843 shares; 2025Q4: 304,919 shares; 2026Q1: 312,154 shares 312,154 $18.5M 0.01% +7,235 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 11,815 shares; 2025Q1: 18,081 shares; 2025Q2: 22,039 shares; 2025Q3: 32,186 shares; 2025Q4: 35,721 shares; 2026Q1: 121,027 shares 121,027 $18.5M 0.01% +85,306 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,390 shares; 2025Q1: 3,739 shares; 2025Q2: 5,098 shares; 2025Q3: 6,833 shares; 2025Q4: 10,466 shares; 2026Q1: 59,118 shares 59,118 $18.5M 0.01% +48,652 Timeline QQQJ 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: 79,761 shares; 2024Q4: 89,102 shares; 2025Q1: 143,307 shares; 2025Q2: 191,738 shares; 2025Q3: 257,979 shares; 2025Q4: 364,381 shares; 2026Q1: 523,047 shares 523,047 $18.4M 0.01% +158,666 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 1,688 shares; 2025Q1: 3,109 shares; 2025Q2: 19,641 shares; 2025Q3: 26,875 shares; 2025Q4: 32,896 shares; 2026Q1: 287,053 shares 287,053 $18.4M 0.01% +254,157 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,379 shares; 2024Q4: 308,278 shares; 2025Q1: 373,212 shares; 2025Q2: 709,786 shares; 2025Q3: 741,914 shares; 2025Q4: 831,772 shares; 2026Q1: 936,659 shares 936,659 $18.4M 0.01% +104,887 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,692 shares; 2024Q4: 77,432 shares; 2025Q1: 96,171 shares; 2025Q2: 139,848 shares; 2025Q3: 162,994 shares; 2025Q4: 182,103 shares; 2026Q1: 207,247 shares 207,247 $18.4M 0.01% +25,144 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 981 shares; 2025Q1: 1,346 shares; 2025Q2: 1,719 shares; 2025Q3: 1,848 shares; 2025Q4: 2,697 shares; 2026Q1: 74,662 shares 74,662 $18.4M 0.01% +71,965 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 7,166 shares; 2025Q1: 6,353 shares; 2025Q2: 11,072 shares; 2025Q3: 12,465 shares; 2025Q4: 12,907 shares; 2026Q1: 149,542 shares 149,542 $18.4M 0.01% +136,635 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,507 shares; 2026Q1: 245,112 shares 245,112 $18.3M 0.01% +235,605 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 322 shares; 2025Q1: 336 shares; 2025Q2: 547 shares; 2025Q3: 762 shares; 2025Q4: 791 shares; 2026Q1: 99,462 shares 99,462 $18.2M 0.01% +98,671 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,540 shares; 2025Q4: 408,035 shares; 2026Q1: 734,124 shares 734,124 $18.2M 0.01% +326,089 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 8,895 shares; 2025Q1: 18,202 shares; 2025Q2: 19,662 shares; 2025Q3: 23,121 shares; 2025Q4: 28,115 shares; 2026Q1: 239,570 shares 239,570 $18.2M 0.01% +211,455 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 641 shares; 2025Q1: 896 shares; 2025Q2: 878 shares; 2025Q3: 801 shares; 2025Q4: 828 shares; 2026Q1: 114,048 shares 114,048 $18.2M 0.01% +113,220 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 101,912 shares; 2025Q1: 136,587 shares; 2025Q2: 158,152 shares; 2025Q3: 182,376 shares; 2025Q4: 181,962 shares; 2026Q1: 334,315 shares 334,315 $18.1M 0.01% +152,353 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,141 shares; 2024Q4: 88,160 shares; 2025Q1: 100,543 shares; 2025Q2: 123,974 shares; 2025Q3: 161,028 shares; 2025Q4: 247,064 shares; 2026Q1: 477,413 shares 477,413 $18M 0.01% +230,349 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 173 shares; 2025Q1: 544 shares; 2025Q2: 361 shares; 2025Q3: 115 shares; 2025Q4: 495 shares; 2026Q1: 187,901 shares 187,901 $18M 0.01% +187,406 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 40,097 shares; 2025Q1: 52,303 shares; 2025Q2: 60,519 shares; 2025Q3: 69,904 shares; 2025Q4: 75,469 shares; 2026Q1: 212,533 shares 212,533 $17.9M 0.01% +137,064 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,344 shares; 2024Q4: 34,303 shares; 2025Q1: 44,360 shares; 2025Q2: 56,438 shares; 2025Q3: 67,596 shares; 2025Q4: 77,565 shares; 2026Q1: 94,994 shares 94,994 $17.9M 0.01% +17,429 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 73,506 shares; 2025Q1: 94,239 shares; 2025Q2: 86,921 shares; 2025Q3: 97,344 shares; 2025Q4: 108,347 shares; 2026Q1: 167,121 shares 167,121 $17.8M 0.01% +58,774 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: 16 shares; 2024Q4: 68 shares; 2025Q1: 880 shares; 2025Q2: 554 shares; 2025Q3: 633 shares; 2025Q4: 664 shares; 2026Q1: 606,300 shares 606,300 $17.7M 0.01% +605,636 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,474 shares; 2024Q4: 94,770 shares; 2025Q1: 87,193 shares; 2025Q2: 82,462 shares; 2025Q3: 86,305 shares; 2025Q4: 157,649 shares; 2026Q1: 573,952 shares 573,952 $17.7M 0.01% +416,303 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 27,194 shares; 2025Q1: 40,464 shares; 2025Q2: 54,681 shares; 2025Q3: 64,220 shares; 2025Q4: 140,949 shares; 2026Q1: 167,269 shares 167,269 $17.7M 0.01% +26,320 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,422 shares; 2025Q1: 3,520 shares; 2025Q2: 4,234 shares; 2025Q3: 4,015 shares; 2025Q4: 4,234 shares; 2026Q1: 239,676 shares 239,676 $17.6M 0.01% +235,442 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,197 shares; 2025Q2: 72,565 shares; 2025Q3: 132,808 shares; 2025Q4: 219,619 shares; 2026Q1: 574,566 shares 574,566 $17.6M 0.01% +354,947 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 69,706 shares; 2026Q1: 382,272 shares 382,272 $17.5M 0.01% +312,566 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,516 shares; 2024Q4: 27,612 shares; 2025Q1: 33,332 shares; 2025Q2: 35,663 shares; 2025Q3: 40,322 shares; 2025Q4: 47,676 shares; 2026Q1: 95,580 shares 95,580 $17.5M 0.01% +47,904 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 411 shares; 2025Q1: 480 shares; 2025Q2: 576 shares; 2025Q3: 874 shares; 2025Q4: 1,016 shares; 2026Q1: 62,587 shares 62,587 $17.5M 0.01% +61,571 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,453 shares; 2024Q4: 167,092 shares; 2025Q1: 246,546 shares; 2025Q2: 274,476 shares; 2025Q3: 304,936 shares; 2025Q4: 348,626 shares; 2026Q1: 511,511 shares 511,511 $17.4M 0.01% +162,885 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 3,805 shares; 2025Q1: 9,447 shares; 2025Q2: 9,557 shares; 2025Q3: 16,601 shares; 2025Q4: 16,924 shares; 2026Q1: 433,283 shares 433,283 $17.3M 0.01% +416,359 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 13,552 shares; 2025Q1: 49,626 shares; 2025Q2: 182,402 shares; 2025Q3: 300,279 shares; 2025Q4: 388,248 shares; 2026Q1: 656,761 shares 656,761 $17.3M 0.01% +268,513 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 1,094 shares; 2025Q1: 165 shares; 2025Q2: 187 shares; 2025Q3: 316 shares; 2025Q4: 1,109 shares; 2026Q1: 2,330,767 shares 2,330,767 $17.3M 0.01% +2,329,658 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 2,438 shares; 2025Q1: 6,063 shares; 2025Q2: 9,093 shares; 2025Q3: 10,273 shares; 2025Q4: 10,387 shares; 2026Q1: 110,512 shares 110,512 $17.2M 0.01% +100,125 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,779 shares; 2024Q4: 64,244 shares; 2025Q1: 130,970 shares; 2025Q2: 219,997 shares; 2025Q3: 295,755 shares; 2025Q4: 314,379 shares; 2026Q1: 318,988 shares 318,988 $17.2M 0.01% +4,609 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 3,553 shares; 2025Q1: 3,564 shares; 2025Q2: 5,524 shares; 2025Q3: 5,648 shares; 2025Q4: 6,972 shares; 2026Q1: 317,680 shares 317,680 $17.2M 0.01% +310,708 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,674 shares; 2025Q1: 2,184 shares; 2025Q2: 2,743 shares; 2025Q3: 3,227 shares; 2025Q4: 3,922 shares; 2026Q1: 39,072 shares 39,072 $17.1M 0.01% +35,150 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,932 shares; 2024Q4: 170,450 shares; 2025Q1: 217,499 shares; 2025Q2: 237,944 shares; 2025Q3: 258,735 shares; 2025Q4: 264,922 shares; 2026Q1: 389,931 shares 389,931 $17M 0.01% +125,009 Timeline VGSH 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: 12,001 shares; 2024Q4: 19,757 shares; 2025Q1: 53,080 shares; 2025Q2: 160,711 shares; 2025Q3: 227,581 shares; 2025Q4: 252,163 shares; 2026Q1: 290,817 shares 290,817 $17M 0.01% +38,654 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 2,975 shares; 2025Q1: 2,759 shares; 2025Q2: 3,497 shares; 2025Q3: 3,804 shares; 2025Q4: 3,930 shares; 2026Q1: 232,302 shares 232,302 $16.9M 0.01% +228,372 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 33,066 shares; 2025Q1: 61,936 shares; 2025Q2: 93,941 shares; 2025Q3: 112,762 shares; 2025Q4: 131,622 shares; 2026Q1: 157,202 shares 157,202 $16.8M 0.01% +25,580 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 370 shares; 2025Q1: 1,955 shares; 2025Q2: 2,495 shares; 2025Q3: 2,368 shares; 2025Q4: 2,365 shares; 2026Q1: 23,927 shares 23,927 $16.8M 0.01% +21,562 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 1,267 shares; 2025Q1: 1,443 shares; 2025Q2: 1,835 shares; 2025Q3: 5,895 shares; 2025Q4: 2,930 shares; 2026Q1: 114,443 shares 114,443 $16.7M 0.01% +111,513 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,498 shares; 2025Q1: 1,270 shares; 2025Q2: 1,365 shares; 2025Q3: 1,349 shares; 2025Q4: 1,344 shares; 2026Q1: 127,500 shares 127,500 $16.6M 0.01% +126,156 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: 107 shares; 2024Q4: 543 shares; 2025Q1: 608 shares; 2025Q2: 849 shares; 2025Q3: 804 shares; 2025Q4: 893 shares; 2026Q1: 134,309 shares 134,309 $16.6M 0.01% +133,416 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,849 shares; 2024Q4: 41,034 shares; 2025Q1: 55,165 shares; 2025Q2: 88,524 shares; 2025Q3: 143,001 shares; 2025Q4: 157,601 shares; 2026Q1: 165,251 shares 165,251 $16.4M 0.01% +7,650 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,976 shares; 2024Q4: 30,753 shares; 2025Q1: 64,568 shares; 2025Q2: 84,344 shares; 2025Q3: 157,546 shares; 2025Q4: 301,509 shares; 2026Q1: 360,385 shares 360,385 $16.4M 0.01% +58,876 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 17,115 shares; 2025Q1: 20,495 shares; 2025Q2: 23,571 shares; 2025Q3: 31,848 shares; 2025Q4: 36,224 shares; 2026Q1: 142,098 shares 142,098 $16.3M 0.01% +105,874 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 4,373 shares; 2025Q1: 5,245 shares; 2025Q2: 5,558 shares; 2025Q3: 11,309 shares; 2025Q4: 47,865 shares; 2026Q1: 111,267 shares 111,267 $16.2M 0.01% +63,402 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 3,237 shares; 2025Q1: 5,513 shares; 2025Q2: 7,762 shares; 2025Q3: 9,811 shares; 2025Q4: 11,008 shares; 2026Q1: 30,968 shares 30,968 $16.2M 0.01% +19,960 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 16,293 shares; 2025Q1: 19,952 shares; 2025Q2: 22,638 shares; 2025Q3: 27,390 shares; 2025Q4: 46,506 shares; 2026Q1: 430,345 shares 430,345 $16.2M 0.01% +383,839 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 1,749 shares; 2025Q1: 1,954 shares; 2025Q2: 2,215 shares; 2025Q3: 2,431 shares; 2025Q4: 3,331 shares; 2026Q1: 176,362 shares 176,362 $16.2M 0.01% +173,031 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 11,935 shares; 2025Q1: 16,410 shares; 2025Q2: 21,472 shares; 2025Q3: 26,640 shares; 2025Q4: 34,423 shares; 2026Q1: 64,336 shares 64,336 $16.1M 0.01% +29,913 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 277,064 shares; 2025Q1: 455,739 shares; 2025Q2: 553,850 shares; 2025Q3: 584,345 shares; 2025Q4: 481,229 shares; 2026Q1: 317,993 shares 317,993 $16.1M 0.01% -163,236 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 15,597 shares; 2025Q1: 24,275 shares; 2025Q2: 33,685 shares; 2025Q3: 42,928 shares; 2025Q4: 62,608 shares; 2026Q1: 157,443 shares 157,443 $16.1M 0.01% +94,835 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 6,408 shares; 2025Q1: 16,094 shares; 2025Q2: 19,985 shares; 2025Q3: 28,159 shares; 2025Q4: 32,716 shares; 2026Q1: 103,184 shares 103,184 $16M 0.01% +70,468 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,868 shares; 2024Q4: 111,307 shares; 2025Q1: 154,340 shares; 2025Q2: 182,788 shares; 2025Q3: 205,341 shares; 2025Q4: 215,259 shares; 2026Q1: 348,455 shares 348,455 $16M 0.01% +133,196 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 3,693 shares; 2025Q1: 3,534 shares; 2025Q2: 3,204 shares; 2025Q3: 4,403 shares; 2025Q4: 6,858 shares; 2026Q1: 224,747 shares 224,747 $16M 0.01% +217,889 Timeline EUSB 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: 179,896 shares; 2024Q4: 200,281 shares; 2025Q1: 221,583 shares; 2025Q2: 257,195 shares; 2025Q3: 298,530 shares; 2025Q4: 317,943 shares; 2026Q1: 368,784 shares 368,784 $15.9M 0.01% +50,841 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,458 shares; 2024Q4: 49,550 shares; 2025Q1: 64,214 shares; 2025Q2: 132,569 shares; 2025Q3: 151,168 shares; 2025Q4: 163,356 shares; 2026Q1: 354,171 shares 354,171 $15.9M 0.01% +190,815 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: 163 shares; 2024Q4: 139 shares; 2025Q1: 124 shares; 2025Q2: 133 shares; 2025Q3: 162 shares; 2025Q4: 1,005 shares; 2026Q1: 214,830 shares 214,830 $15.9M 0.01% +213,825 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 142 shares; 2025Q2: 279 shares; 2025Q3: 381 shares; 2025Q4: 357 shares; 2026Q1: 95,113 shares 95,113 $15.9M 0.01% +94,756 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,503 shares; 2025Q1: 4,399 shares; 2025Q2: 5,732 shares; 2025Q3: 7,590 shares; 2025Q4: 8,538 shares; 2026Q1: 9,925 shares 9,925 $15.9M 0.01% +1,387 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: 175 shares; 2024Q4: 251 shares; 2025Q1: 806 shares; 2025Q2: 928 shares; 2025Q3: 1,162 shares; 2025Q4: 1,787 shares; 2026Q1: 686,115 shares 686,115 $15.8M 0.01% +684,328 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 248 shares; 2025Q1: 200 shares; 2025Q2: 210 shares; 2025Q3: 329 shares; 2025Q4: 236 shares; 2026Q1: 106,567 shares 106,567 $15.7M 0.01% +106,331 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 14,177 shares; 2025Q1: 16,101 shares; 2025Q2: 17,450 shares; 2025Q3: 17,660 shares; 2025Q4: 16,648 shares; 2026Q1: 45,492 shares 45,492 $15.7M 0.01% +28,844 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: 138,308 shares; 2024Q4: 247,113 shares; 2025Q1: 357,062 shares; 2025Q2: 551,873 shares; 2025Q3: 616,547 shares; 2025Q4: 636,291 shares; 2026Q1: 717,586 shares 717,586 $15.6M 0.01% +81,295 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 72,052 shares; 2025Q1: 108,640 shares; 2025Q2: 135,868 shares; 2025Q3: 149,885 shares; 2025Q4: 151,859 shares; 2026Q1: 432,770 shares 432,770 $15.6M 0.01% +280,911 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 4,116 shares; 2025Q1: 4,201 shares; 2025Q2: 4,355 shares; 2025Q3: 4,444 shares; 2025Q4: 4,517 shares; 2026Q1: 74,537 shares 74,537 $15.5M 0.01% +70,020 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 6,321 shares; 2025Q1: 7,423 shares; 2025Q2: 8,628 shares; 2025Q3: 10,530 shares; 2025Q4: 10,969 shares; 2026Q1: 236,065 shares 236,065 $15.4M 0.01% +225,096 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 666 shares; 2025Q1: 1,135 shares; 2025Q2: 1,336 shares; 2025Q3: 1,853 shares; 2025Q4: 2,202 shares; 2026Q1: 72,245 shares 72,245 $15.3M 0.01% +70,043 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,307 shares; 2024Q4: 43,824 shares; 2025Q1: 74,218 shares; 2025Q2: 86,017 shares; 2025Q3: 96,485 shares; 2025Q4: 114,196 shares; 2026Q1: 130,616 shares 130,616 $15.3M 0.01% +16,420 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,041 shares; 2024Q4: 28,445 shares; 2025Q1: 37,036 shares; 2025Q2: 40,811 shares; 2025Q3: 42,316 shares; 2025Q4: 57,183 shares; 2026Q1: 108,157 shares 108,157 $15.3M 0.01% +50,974 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 25,142 shares; 2025Q1: 40,808 shares; 2025Q2: 50,384 shares; 2025Q3: 58,117 shares; 2025Q4: 65,253 shares; 2026Q1: 207,568 shares 207,568 $15.2M 0.01% +142,315 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,842 shares; 2024Q4: 562,297 shares; 2025Q1: 670,098 shares; 2025Q2: 531,805 shares; 2025Q3: 432,049 shares; 2025Q4: 367,295 shares; 2026Q1: 404,396 shares 404,396 $15.1M 0.01% +37,101 Timeline JIG 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: 13,418 shares; 2025Q2: 60,444 shares; 2025Q3: 94,672 shares; 2025Q4: 128,062 shares; 2026Q1: 209,765 shares 209,765 $15.1M 0.01% +81,703 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: 12,982 shares; 2024Q4: 26,894 shares; 2025Q1: 43,326 shares; 2025Q2: 65,542 shares; 2025Q3: 96,016 shares; 2025Q4: 111,159 shares; 2026Q1: 133,463 shares 133,463 $15.1M 0.01% +22,304 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 32,144 shares; 2025Q1: 36,745 shares; 2025Q2: 40,615 shares; 2025Q3: 45,316 shares; 2025Q4: 47,490 shares; 2026Q1: 251,931 shares 251,931 $15.1M 0.01% +204,441 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,294 shares; 2024Q4: 145,289 shares; 2025Q1: 217,502 shares; 2025Q2: 277,499 shares; 2025Q3: 297,369 shares; 2025Q4: 278,443 shares; 2026Q1: 312,753 shares 312,753 $15M 0.01% +34,310 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 5,024 shares; 2025Q1: 8,746 shares; 2025Q2: 13,578 shares; 2025Q3: 16,631 shares; 2025Q4: 17,060 shares; 2026Q1: 73,521 shares 73,521 $14.9M 0.01% +56,461 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: 15,416 shares; 2024Q4: 65,336 shares; 2025Q1: 119,167 shares; 2025Q2: 179,278 shares; 2025Q3: 232,379 shares; 2025Q4: 296,527 shares; 2026Q1: 359,625 shares 359,625 $14.9M 0.01% +63,098 Timeline FLQL 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: 48,444 shares; 2024Q4: 66,466 shares; 2025Q1: 93,422 shares; 2025Q2: 136,883 shares; 2025Q3: 161,707 shares; 2025Q4: 185,461 shares; 2026Q1: 224,832 shares 224,832 $14.8M 0.01% +39,371 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: 71 shares; 2025Q1: 132 shares; 2025Q2: 709 shares; 2025Q3: 617 shares; 2025Q4: 988 shares; 2026Q1: 250,151 shares 250,151 $14.8M 0.01% +249,163 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 556 shares; 2025Q1: 361 shares; 2025Q2: 398 shares; 2025Q3: 552 shares; 2025Q4: 740 shares; 2026Q1: 481,591 shares 481,591 $14.7M 0.01% +480,851 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 20,859 shares; 2025Q1: 26,727 shares; 2025Q2: 41,064 shares; 2025Q3: 49,466 shares; 2025Q4: 58,004 shares; 2026Q1: 63,687 shares 63,687 $14.7M 0.01% +5,683 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 447 shares; 2025Q1: 603 shares; 2025Q2: 1,099 shares; 2025Q3: 1,227 shares; 2025Q4: 1,492 shares; 2026Q1: 4,400 shares 4,400 $14.6M 0.01% +2,908 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,535 shares; 2025Q1: 10,141 shares; 2025Q2: 51,468 shares; 2025Q3: 94,796 shares; 2025Q4: 121,507 shares; 2026Q1: 144,998 shares 144,998 $14.6M 0.01% +23,491 Timeline JHML 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: 37,257 shares; 2024Q4: 52,050 shares; 2025Q1: 78,393 shares; 2025Q2: 117,991 shares; 2025Q3: 137,890 shares; 2025Q4: 170,776 shares; 2026Q1: 190,487 shares 190,487 $14.6M 0.01% +19,711 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 36,837 shares; 2025Q1: 50,203 shares; 2025Q2: 67,542 shares; 2025Q3: 75,411 shares; 2025Q4: 82,836 shares; 2026Q1: 133,600 shares 133,600 $14.5M 0.01% +50,764 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: 401 shares; 2024Q4: 520 shares; 2025Q1: 583 shares; 2025Q2: 767 shares; 2025Q3: 4,255 shares; 2025Q4: 2,909 shares; 2026Q1: 51,366 shares 51,366 $14.5M 0.01% +48,457 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 5,083 shares; 2025Q1: 7,612 shares; 2025Q2: 8,646 shares; 2025Q3: 10,607 shares; 2025Q4: 19,128 shares; 2026Q1: 181,325 shares 181,325 $14.4M 0.01% +162,197 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,769 shares; 2026Q1: 345,382 shares 345,382 $14.3M 0.01% +341,613 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 45,691 shares; 2025Q1: 61,411 shares; 2025Q2: 88,082 shares; 2025Q3: 111,901 shares; 2025Q4: 128,728 shares; 2026Q1: 150,126 shares 150,126 $14.2M 0.01% +21,398 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,488 shares; 2024Q4: 65,537 shares; 2025Q1: 79,018 shares; 2025Q2: 79,719 shares; 2025Q3: 86,167 shares; 2025Q4: 90,807 shares; 2026Q1: 101,804 shares 101,804 $14.2M 0.01% +10,997 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,048 shares; 2024Q4: 117,259 shares; 2025Q1: 152,138 shares; 2025Q2: 185,876 shares; 2025Q3: 195,372 shares; 2025Q4: 189,384 shares; 2026Q1: 209,800 shares 209,800 $14.1M 0.01% +20,416 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 899 shares; 2025Q1: 99 shares; 2025Q2: 639 shares; 2025Q3: 470 shares; 2025Q4: 606 shares; 2026Q1: 238,370 shares 238,370 $14.1M 0.01% +237,764 Timeline SPGP 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: 62,565 shares; 2024Q4: 85,288 shares; 2025Q1: 101,797 shares; 2025Q2: 117,539 shares; 2025Q3: 125,386 shares; 2025Q4: 130,199 shares; 2026Q1: 134,125 shares 134,125 $14.1M 0.01% +3,926 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,920 shares; 2024Q4: 14,825 shares; 2025Q1: 20,474 shares; 2025Q2: 24,586 shares; 2025Q3: 32,884 shares; 2025Q4: 37,977 shares; 2026Q1: 179,402 shares 179,402 $14M 0.01% +141,425 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 41,209 shares; 2025Q1: 53,479 shares; 2025Q2: 49,208 shares; 2025Q3: 49,583 shares; 2025Q4: 51,372 shares; 2026Q1: 206,756 shares 206,756 $14M 0.01% +155,384 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 8,121 shares; 2025Q1: 10,339 shares; 2025Q2: 11,014 shares; 2025Q3: 13,150 shares; 2025Q4: 16,392 shares; 2026Q1: 156,714 shares 156,714 $13.8M 0.01% +140,322 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 73,698 shares; 2025Q1: 85,220 shares; 2025Q2: 98,028 shares; 2025Q3: 121,842 shares; 2025Q4: 164,995 shares; 2026Q1: 264,783 shares 264,783 $13.8M 0.01% +99,788 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,060 shares; 2024Q4: 65,861 shares; 2025Q1: 115,036 shares; 2025Q2: 155,282 shares; 2025Q3: 208,246 shares; 2025Q4: 252,437 shares; 2026Q1: 333,680 shares 333,680 $13.8M 0.01% +81,243 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 4,577 shares; 2025Q1: 7,228 shares; 2025Q2: 7,732 shares; 2025Q3: 8,690 shares; 2025Q4: 12,115 shares; 2026Q1: 380,759 shares 380,759 $13.7M 0.01% +368,644 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,118 shares; 2024Q4: 61,230 shares; 2025Q1: 96,397 shares; 2025Q2: 118,959 shares; 2025Q3: 149,973 shares; 2025Q4: 207,482 shares; 2026Q1: 274,142 shares 274,142 $13.6M 0.01% +66,660 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 164 shares; 2025Q1: 198 shares; 2025Q2: 175 shares; 2025Q3: 85 shares; 2025Q4: 75 shares; 2026Q1: 51,515 shares 51,515 $13.6M 0.01% +51,440 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,398 shares; 2026Q1: 121,074 shares 121,074 $13.5M 0.01% +81,676 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 7,985 shares; 2025Q1: 8,437 shares; 2025Q2: 4,514 shares; 2025Q3: 3,975 shares; 2025Q4: 3,822 shares; 2026Q1: 1,654,995 shares 1,654,995 $13.5M 0.01% +1,651,173 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 2,529 shares; 2025Q1: 4,445 shares; 2025Q2: 4,769 shares; 2025Q3: 3,556 shares; 2025Q4: 2,442 shares; 2026Q1: 425,156 shares 425,156 $13.5M 0.01% +422,714 Timeline IXN 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: 50,833 shares; 2024Q4: 70,205 shares; 2025Q1: 82,837 shares; 2025Q2: 92,636 shares; 2025Q3: 114,113 shares; 2025Q4: 126,375 shares; 2026Q1: 138,103 shares 138,103 $13.5M 0.01% +11,728 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,463 shares; 2025Q1: 13,640 shares; 2025Q2: 31,966 shares; 2025Q3: 59,811 shares; 2025Q4: 83,577 shares; 2026Q1: 203,832 shares 203,832 $13.5M 0.01% +120,255 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 69,230 shares; 2025Q3: 130,502 shares; 2025Q4: 231,814 shares; 2026Q1: 531,730 shares 531,730 $13.4M 0.01% +299,916 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 13,635 shares; 2025Q1: 24,543 shares; 2025Q2: 40,967 shares; 2025Q3: 110,691 shares; 2025Q4: 134,824 shares; 2026Q1: 256,575 shares 256,575 $13.4M 0.01% +121,751 Timeline FRDM 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: 354 shares; 2024Q4: 4,621 shares; 2025Q1: 9,870 shares; 2025Q2: 25,396 shares; 2025Q3: 58,003 shares; 2025Q4: 136,492 shares; 2026Q1: 249,464 shares 249,464 $13.3M 0.01% +112,972 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 19,234 shares; 2025Q1: 27,608 shares; 2025Q2: 34,280 shares; 2025Q3: 41,094 shares; 2025Q4: 42,283 shares; 2026Q1: 50,099 shares 50,099 $13.3M 0.01% +7,816 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 26,230 shares; 2025Q3: 85,418 shares; 2025Q4: 169,156 shares; 2026Q1: 250,900 shares 250,900 $13.2M 0.01% +81,744 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 39,347 shares; 2025Q3: 87,503 shares; 2025Q4: 172,775 shares; 2026Q1: 257,133 shares 257,133 $13.2M 0.01% +84,358 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 786 shares; 2025Q1: 788 shares; 2025Q2: 1,163 shares; 2025Q3: 1,235 shares; 2025Q4: 1,225 shares; 2026Q1: 66,319 shares 66,319 $13.2M 0.01% +65,094 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 17,586 shares; 2025Q1: 19,973 shares; 2025Q2: 23,509 shares; 2025Q3: 25,667 shares; 2025Q4: 33,793 shares; 2026Q1: 371,410 shares 371,410 $13.2M 0.01% +337,617 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,953 shares; 2024Q4: 23,952 shares; 2025Q1: 39,568 shares; 2025Q2: 64,206 shares; 2025Q3: 70,664 shares; 2025Q4: 78,633 shares; 2026Q1: 92,199 shares 92,199 $13.2M 0.01% +13,566 Timeline JMTG 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: 181,799 shares; 2025Q4: 227,678 shares; 2026Q1: 260,303 shares 260,303 $13.1M 0.01% +32,625 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 22,197 shares; 2025Q1: 25,798 shares; 2025Q2: 74,406 shares; 2025Q3: 145,014 shares; 2025Q4: 180,375 shares; 2026Q1: 189,595 shares 189,595 $13.1M 0.01% +9,220 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 1,319 shares; 2025Q1: 2,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,910 shares; 2025Q4: 4,610 shares; 2026Q1: 53,472 shares 53,472 $13M 0.01% +48,862 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,767 shares; 2025Q1: 2,163 shares; 2025Q2: 3,241 shares; 2025Q3: 5,163 shares; 2025Q4: 5,950 shares; 2026Q1: 513,127 shares 513,127 $13M 0.01% +507,177 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 11,146 shares; 2025Q1: 12,079 shares; 2025Q2: 13,773 shares; 2025Q3: 17,074 shares; 2025Q4: 31,151 shares; 2026Q1: 85,692 shares 85,692 $13M 0.01% +54,541 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,148 shares; 2025Q4: 147,488 shares; 2026Q1: 330,290 shares 330,290 $12.8M 0.01% +182,802 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 582 shares; 2025Q1: 675 shares; 2025Q2: 839 shares; 2025Q3: 1,398 shares; 2025Q4: 1,759 shares; 2026Q1: 154,142 shares 154,142 $12.8M 0.01% +152,383 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 9,255 shares; 2025Q1: 12,289 shares; 2025Q2: 17,328 shares; 2025Q3: 20,488 shares; 2025Q4: 20,698 shares; 2026Q1: 61,864 shares 61,864 $12.8M 0.01% +41,166 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 895 shares; 2025Q1: 891 shares; 2025Q2: 1,012 shares; 2025Q3: 1,063 shares; 2025Q4: 1,306 shares; 2026Q1: 81,454 shares 81,454 $12.7M 0.01% +80,148 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: 49,628 shares; 2024Q4: 62,611 shares; 2025Q1: 87,406 shares; 2025Q2: 136,418 shares; 2025Q3: 183,152 shares; 2025Q4: 255,241 shares; 2026Q1: 332,293 shares 332,293 $12.7M 0.01% +77,052 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 1,020 shares; 2025Q1: 1,855 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,309 shares; 2026Q1: 54,069 shares 54,069 $12.7M 0.01% +50,760 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,211 shares; 2024Q4: 67,082 shares; 2025Q1: 77,578 shares; 2025Q2: 85,134 shares; 2025Q3: 95,399 shares; 2025Q4: 107,052 shares; 2026Q1: 178,772 shares 178,772 $12.6M 0.01% +71,720 Timeline HTAB 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: 112,377 shares; 2024Q4: 189,176 shares; 2025Q1: 302,503 shares; 2025Q2: 359,486 shares; 2025Q3: 493,555 shares; 2025Q4: 560,952 shares; 2026Q1: 665,539 shares 665,539 $12.6M 0.01% +104,587 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 29 shares; 2025Q1: 335 shares; 2025Q2: 845 shares; 2025Q3: 1,738 shares; 2025Q4: 2,772 shares; 2026Q1: 9,165 shares 9,165 $12.5M 0.01% +6,393 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,514 shares; 2024Q4: 62,376 shares; 2025Q1: 96,424 shares; 2025Q2: 119,595 shares; 2025Q3: 124,402 shares; 2025Q4: 132,810 shares; 2026Q1: 152,708 shares 152,708 $12.5M 0.01% +19,898 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 12,410 shares; 2025Q1: 15,245 shares; 2025Q2: 17,900 shares; 2025Q3: 20,767 shares; 2025Q4: 19,063 shares; 2026Q1: 28,377 shares 28,377 $12.4M 0.01% +9,314 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,916 shares; 2024Q4: 10,723 shares; 2025Q1: 12,765 shares; 2025Q2: 16,693 shares; 2025Q3: 18,392 shares; 2025Q4: 28,237 shares; 2026Q1: 428,369 shares 428,369 $12.4M 0.01% +400,132 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,579 shares; 2024Q4: 44,611 shares; 2025Q1: 62,560 shares; 2025Q2: 77,031 shares; 2025Q3: 86,868 shares; 2025Q4: 110,146 shares; 2026Q1: 132,901 shares 132,901 $12.4M 0.01% +22,755 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 660 shares; 2025Q1: 997 shares; 2025Q2: 1,543 shares; 2025Q3: 2,773 shares; 2025Q4: 1,344 shares; 2026Q1: 365,786 shares 365,786 $12.3M 0.01% +364,442 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 37 shares; 2025Q3: 138 shares; 2025Q4: 404 shares; 2026Q1: 39,675 shares 39,675 $12.3M 0.01% +39,271 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,022 shares; 2024Q4: 278,059 shares; 2025Q1: 435,505 shares; 2025Q2: 499,892 shares; 2025Q3: 572,013 shares; 2025Q4: 703,007 shares; 2026Q1: 702,697 shares 702,697 $12.3M 0.01% -310 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 7,948 shares; 2025Q1: 9,189 shares; 2025Q2: 8,813 shares; 2025Q3: 28,441 shares; 2025Q4: 36,810 shares; 2026Q1: 383,947 shares 383,947 $12.3M 0.01% +347,137 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,734 shares; 2024Q4: 186,125 shares; 2025Q1: 258,752 shares; 2025Q2: 316,117 shares; 2025Q3: 358,738 shares; 2025Q4: 379,900 shares; 2026Q1: 448,705 shares 448,705 $12.3M 0.01% +68,805 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 5,677 shares; 2025Q1: 25,815 shares; 2025Q2: 35,604 shares; 2025Q3: 56,740 shares; 2025Q4: 98,357 shares; 2026Q1: 159,745 shares 159,745 $12.3M 0.01% +61,388 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 22,438 shares; 2025Q1: 29,756 shares; 2025Q2: 29,943 shares; 2025Q3: 35,431 shares; 2025Q4: 55,033 shares; 2026Q1: 99,883 shares 99,883 $12.3M 0.01% +44,850 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,219 shares; 2024Q4: 217,061 shares; 2025Q1: 304,137 shares; 2025Q2: 398,027 shares; 2025Q3: 458,703 shares; 2025Q4: 572,207 shares; 2026Q1: 804,217 shares 804,217 $12.2M 0.01% +232,010 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,820 shares; 2024Q4: 53,932 shares; 2025Q1: 68,437 shares; 2025Q2: 78,257 shares; 2025Q3: 87,461 shares; 2025Q4: 105,050 shares; 2026Q1: 270,447 shares 270,447 $12.2M 0.01% +165,397 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 8,547 shares; 2025Q1: 11,248 shares; 2025Q2: 14,042 shares; 2025Q3: 15,870 shares; 2025Q4: 20,761 shares; 2026Q1: 78,894 shares 78,894 $12.1M 0.01% +58,133 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 36,359 shares; 2025Q1: 54,272 shares; 2025Q2: 67,880 shares; 2025Q3: 76,349 shares; 2025Q4: 94,001 shares; 2026Q1: 801,880 shares 801,880 $12.1M 0.01% +707,879 Timeline BSCS 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: 102,632 shares; 2024Q4: 170,585 shares; 2025Q1: 243,370 shares; 2025Q2: 298,634 shares; 2025Q3: 373,288 shares; 2025Q4: 461,322 shares; 2026Q1: 593,404 shares 593,404 $12.1M 0.01% +132,082 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 8,280 shares; 2025Q1: 10,505 shares; 2025Q2: 12,662 shares; 2025Q3: 15,033 shares; 2025Q4: 18,417 shares; 2026Q1: 28,080 shares 28,080 $12.1M 0.01% +9,663 Timeline TSPA 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: 8,790 shares; 2024Q4: 53,005 shares; 2025Q1: 114,314 shares; 2025Q2: 124,857 shares; 2025Q3: 170,290 shares; 2025Q4: 230,815 shares; 2026Q1: 302,212 shares 302,212 $12.1M 0.01% +71,397 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,367 shares; 2024Q4: 52,011 shares; 2025Q1: 72,733 shares; 2025Q2: 79,297 shares; 2025Q3: 87,792 shares; 2025Q4: 107,243 shares; 2026Q1: 162,709 shares 162,709 $12M 0.01% +55,466 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,250 shares; 2024Q4: 72,435 shares; 2025Q1: 94,388 shares; 2025Q2: 114,948 shares; 2025Q3: 128,743 shares; 2025Q4: 152,372 shares; 2026Q1: 223,097 shares 223,097 $12M 0.01% +70,725 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 13,195 shares; 2025Q1: 21,701 shares; 2025Q2: 26,835 shares; 2025Q3: 30,238 shares; 2025Q4: 35,295 shares; 2026Q1: 283,039 shares 283,039 $12M 0.01% +247,744 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,780 shares; 2026Q1: 195,441 shares 195,441 $11.9M 0.01% +135,661 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,574 shares; 2024Q4: 103,663 shares; 2025Q1: 127,192 shares; 2025Q2: 163,059 shares; 2025Q3: 184,785 shares; 2025Q4: 217,648 shares; 2026Q1: 254,055 shares 254,055 $11.9M 0.01% +36,407 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 36,005 shares; 2025Q1: 56,072 shares; 2025Q2: 66,586 shares; 2025Q3: 78,175 shares; 2025Q4: 91,910 shares; 2026Q1: 103,468 shares 103,468 $11.8M 0.01% +11,558 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,569 shares; 2025Q1: 5,072 shares; 2025Q2: 6,149 shares; 2025Q3: 7,667 shares; 2025Q4: 9,393 shares; 2026Q1: 256,250 shares 256,250 $11.7M 0.01% +246,857 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 16,986 shares; 2025Q1: 18,363 shares; 2025Q2: 22,063 shares; 2025Q3: 25,870 shares; 2025Q4: 29,808 shares; 2026Q1: 40,970 shares 40,970 $11.6M 0.01% +11,162 Timeline PFF 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: 109,821 shares; 2024Q4: 231,504 shares; 2025Q1: 321,791 shares; 2025Q2: 360,345 shares; 2025Q3: 401,773 shares; 2025Q4: 440,441 shares; 2026Q1: 385,564 shares 385,564 $11.6M 0.01% -54,877 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 67 shares; 2025Q1: 188 shares; 2025Q2: 116 shares; 2025Q3: 272 shares; 2025Q4: 556 shares; 2026Q1: 16,809 shares 16,809 $11.6M 0.01% +16,253 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,802 shares; 2024Q4: 78,088 shares; 2025Q1: 91,617 shares; 2025Q2: 101,409 shares; 2025Q3: 122,682 shares; 2025Q4: 138,963 shares; 2026Q1: 167,332 shares 167,332 $11.6M 0.01% +28,369 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 132 shares; 2025Q1: 173 shares; 2025Q2: 237 shares; 2025Q3: 283 shares; 2025Q4: 264 shares; 2026Q1: 106,766 shares 106,766 $11.5M 0.01% +106,502 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: 201 shares; 2024Q4: 648 shares; 2025Q1: 406 shares; 2025Q2: 590 shares; 2025Q3: 870 shares; 2025Q4: 662 shares; 2026Q1: 56,996 shares 56,996 $11.5M 0.01% +56,334 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,386 shares; 2024Q4: 194,421 shares; 2025Q1: 253,922 shares; 2025Q2: 317,957 shares; 2025Q3: 436,856 shares; 2025Q4: 541,945 shares; 2026Q1: 650,615 shares 650,615 $11.4M 0.01% +108,670 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,398 shares; 2024Q4: 48,969 shares; 2025Q1: 62,427 shares; 2025Q2: 72,608 shares; 2025Q3: 88,305 shares; 2025Q4: 99,980 shares; 2026Q1: 138,836 shares 138,836 $11.4M 0.01% +38,856 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 1,441 shares; 2025Q1: 1,982 shares; 2025Q2: 2,295 shares; 2025Q3: 3,924 shares; 2025Q4: 3,938 shares; 2026Q1: 248,400 shares 248,400 $11.3M 0.01% +244,462 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 5,695 shares; 2025Q1: 8,051 shares; 2025Q2: 10,837 shares; 2025Q3: 13,259 shares; 2025Q4: 13,394 shares; 2026Q1: 65,547 shares 65,547 $11.3M 0.01% +52,153 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 67,085 shares; 2025Q1: 93,490 shares; 2025Q2: 108,209 shares; 2025Q3: 129,466 shares; 2025Q4: 178,958 shares; 2026Q1: 223,781 shares 223,781 $11.3M 0.01% +44,823 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 9,169 shares; 2025Q1: 11,274 shares; 2025Q2: 12,799 shares; 2025Q3: 15,186 shares; 2025Q4: 16,240 shares; 2026Q1: 103,917 shares 103,917 $11.3M 0.01% +87,677 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,314 shares; 2025Q1: 1,829 shares; 2025Q2: 2,116 shares; 2025Q3: 2,583 shares; 2025Q4: 2,932 shares; 2026Q1: 46,711 shares 46,711 $11.3M 0.01% +43,779 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 102 shares; 2025Q1: 355 shares; 2025Q2: 687 shares; 2025Q3: 982 shares; 2025Q4: 998 shares; 2026Q1: 115,327 shares 115,327 $11.3M 0.01% +114,329 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,979 shares; 2024Q4: 155,279 shares; 2025Q1: 202,501 shares; 2025Q2: 215,943 shares; 2025Q3: 255,333 shares; 2025Q4: 372,905 shares; 2026Q1: 394,383 shares 394,383 $11.2M 0.01% +21,478 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 988 shares; 2025Q1: 1,204 shares; 2025Q2: 1,178 shares; 2025Q3: 1,340 shares; 2025Q4: 817 shares; 2026Q1: 281,130 shares 281,130 $11.2M 0.01% +280,313 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 254 shares; 2025Q1: 303 shares; 2025Q2: 421 shares; 2025Q3: 505 shares; 2025Q4: 608 shares; 2026Q1: 5,994 shares 5,994 $11.2M 0.01% +5,386 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 70,957 shares; 2025Q2: 92,004 shares; 2025Q3: 115,169 shares; 2025Q4: 173,522 shares; 2026Q1: 230,983 shares 230,983 $11.2M 0.01% +57,461 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 1,758 shares; 2025Q1: 2,323 shares; 2025Q2: 2,724 shares; 2025Q3: 10,590 shares; 2025Q4: 11,434 shares; 2026Q1: 230,251 shares 230,251 $11.2M 0.01% +218,817 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,862 shares; 2024Q4: 40,963 shares; 2025Q1: 43,348 shares; 2025Q2: 50,874 shares; 2025Q3: 59,921 shares; 2025Q4: 66,769 shares; 2026Q1: 145,314 shares 145,314 $11.2M 0.01% +78,545 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 632 shares; 2025Q1: 1,401 shares; 2025Q2: 956 shares; 2025Q3: 1,859 shares; 2025Q4: 3,271 shares; 2026Q1: 342,055 shares 342,055 $11.1M 0.01% +338,784 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 4,971 shares; 2025Q1: 5,250 shares; 2025Q2: 7,373 shares; 2025Q3: 5,951 shares; 2025Q4: 5,066 shares; 2026Q1: 265,088 shares 265,088 $11M 0.01% +260,022 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 100 shares; 2025Q3: 108 shares; 2025Q4: 95 shares; 2026Q1: 136,418 shares 136,418 $11M 0.01% +136,323 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 30,541 shares; 2025Q1: 30,024 shares; 2025Q2: 35,553 shares; 2025Q3: 83,949 shares; 2025Q4: 104,774 shares; 2026Q1: 101,789 shares 101,789 $11M 0.01% -2,985 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 38,651 shares; 2025Q1: 66,931 shares; 2025Q2: 102,510 shares; 2025Q3: 142,383 shares; 2025Q4: 209,705 shares; 2026Q1: 246,692 shares 246,692 $10.9M 0.01% +36,987 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 105,088 shares; 2025Q1: 144,614 shares; 2025Q2: 170,832 shares; 2025Q3: 190,322 shares; 2025Q4: 206,323 shares; 2026Q1: 203,343 shares 203,343 $10.9M 0.01% -2,980 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 19,673 shares; 2025Q1: 24,076 shares; 2025Q2: 32,883 shares; 2025Q3: 37,674 shares; 2025Q4: 42,448 shares; 2026Q1: 160,113 shares 160,113 $10.8M 0.01% +117,665 Timeline HMOP 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: 26,410 shares; 2024Q4: 40,742 shares; 2025Q1: 51,894 shares; 2025Q2: 91,943 shares; 2025Q3: 141,354 shares; 2025Q4: 194,614 shares; 2026Q1: 279,045 shares 279,045 $10.8M 0.01% +84,431 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 102,526 shares; 2025Q4: 246,576 shares; 2026Q1: 418,707 shares 418,707 $10.8M 0.01% +172,131 Timeline VFH 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: 19,543 shares; 2024Q4: 25,236 shares; 2025Q1: 37,088 shares; 2025Q2: 50,799 shares; 2025Q3: 62,253 shares; 2025Q4: 84,071 shares; 2026Q1: 91,748 shares 91,748 $10.8M 0.01% +7,677 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,062 shares; 2024Q4: 19,054 shares; 2025Q1: 21,980 shares; 2025Q2: 27,132 shares; 2025Q3: 26,615 shares; 2025Q4: 24,086 shares; 2026Q1: 64,726 shares 64,726 $10.7M 0.01% +40,640 Timeline DIVI 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: 5,927 shares; 2024Q4: 38,441 shares; 2025Q1: 76,155 shares; 2025Q2: 120,073 shares; 2025Q3: 156,803 shares; 2025Q4: 206,239 shares; 2026Q1: 277,842 shares 277,842 $10.7M 0.01% +71,603 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 46,295 shares; 2025Q1: 68,635 shares; 2025Q2: 86,188 shares; 2025Q3: 96,566 shares; 2025Q4: 115,667 shares; 2026Q1: 129,773 shares 129,773 $10.7M 0.01% +14,106 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 1,088 shares; 2025Q1: 627 shares; 2025Q2: 570 shares; 2025Q3: 615 shares; 2025Q4: 997 shares; 2026Q1: 66,345 shares 66,345 $10.7M 0.01% +65,348 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 17,650 shares; 2025Q1: 34,292 shares; 2025Q2: 51,823 shares; 2025Q3: 67,778 shares; 2025Q4: 96,925 shares; 2026Q1: 135,104 shares 135,104 $10.7M 0.01% +38,179 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 459 shares; 2025Q1: 958 shares; 2025Q2: 1,387 shares; 2025Q3: 1,626 shares; 2025Q4: 1,811 shares; 2026Q1: 77,342 shares 77,342 $10.6M 0.01% +75,531 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,764 shares; 2024Q4: 67,815 shares; 2025Q1: 90,746 shares; 2025Q2: 104,891 shares; 2025Q3: 132,290 shares; 2025Q4: 160,923 shares; 2026Q1: 176,967 shares 176,967 $10.6M 0.01% +16,044 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 20,650 shares; 2025Q1: 40,938 shares; 2025Q2: 43,523 shares; 2025Q3: 49,846 shares; 2025Q4: 46,410 shares; 2026Q1: 980,716 shares 980,716 $10.5M 0.01% +934,306 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 14,605 shares; 2025Q1: 26,283 shares; 2025Q2: 32,299 shares; 2025Q3: 38,064 shares; 2025Q4: 42,198 shares; 2026Q1: 46,177 shares 46,177 $10.5M 0.01% +3,979 Timeline BSCR 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: 61,633 shares; 2024Q4: 136,170 shares; 2025Q1: 200,850 shares; 2025Q2: 241,046 shares; 2025Q3: 353,218 shares; 2025Q4: 414,884 shares; 2026Q1: 534,314 shares 534,314 $10.5M 0.01% +119,430 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: 26,664 shares; 2024Q4: 68,178 shares; 2025Q1: 110,122 shares; 2025Q2: 139,855 shares; 2025Q3: 148,265 shares; 2025Q4: 179,169 shares; 2026Q1: 208,529 shares 208,529 $10.5M 0.01% +29,360 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 194 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 500 shares; 2025Q4: 364 shares; 2026Q1: 105,013 shares 105,013 $10.4M 0.01% +104,649 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,794 shares; 2024Q4: 38,198 shares; 2025Q1: 58,005 shares; 2025Q2: 72,117 shares; 2025Q3: 80,808 shares; 2025Q4: 106,737 shares; 2026Q1: 162,708 shares 162,708 $10.4M <0.01% +55,971 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,793 shares; 2024Q4: 113,370 shares; 2025Q1: 166,679 shares; 2025Q2: 219,283 shares; 2025Q3: 212,411 shares; 2025Q4: 210,889 shares; 2026Q1: 210,964 shares 210,964 $10.4M <0.01% +75 Timeline STXF 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: 26,357 shares; 2024Q4: 74,745 shares; 2025Q1: 129,700 shares; 2025Q2: 152,053 shares; 2025Q3: 190,026 shares; 2025Q4: 218,970 shares; 2026Q1: 252,244 shares 252,244 $10.3M <0.01% +33,274 Timeline BUXX 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: 26,955 shares; 2025Q2: 75,872 shares; 2025Q3: 173,613 shares; 2025Q4: 450,442 shares; 2026Q1: 509,305 shares 509,305 $10.3M <0.01% +58,863 Timeline BSCX 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: 29,346 shares; 2024Q4: 61,081 shares; 2025Q1: 171,279 shares; 2025Q2: 231,499 shares; 2025Q3: 300,253 shares; 2025Q4: 425,846 shares; 2026Q1: 493,669 shares 493,669 $10.3M <0.01% +67,823 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,963 shares; 2025Q2: 89,876 shares; 2025Q3: 130,522 shares; 2025Q4: 192,282 shares; 2026Q1: 347,872 shares 347,872 $10.3M <0.01% +155,590 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 42,279 shares; 2025Q1: 56,548 shares; 2025Q2: 53,267 shares; 2025Q3: 62,563 shares; 2025Q4: 49,863 shares; 2026Q1: 197,479 shares 197,479 $10.3M <0.01% +147,616 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 28,352 shares; 2025Q1: 39,483 shares; 2025Q2: 47,885 shares; 2025Q3: 57,968 shares; 2025Q4: 63,333 shares; 2026Q1: 70,885 shares 70,885 $10.2M <0.01% +7,552 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 8,499 shares; 2025Q1: 10,974 shares; 2025Q2: 17,569 shares; 2025Q3: 22,133 shares; 2025Q4: 27,757 shares; 2026Q1: 50,850 shares 50,850 $10.2M <0.01% +23,093 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868,626 shares; 2024Q4: 1,452,176 shares; 2025Q1: 1,605,098 shares; 2025Q2: 1,843,187 shares; 2025Q3: 1,873,903 shares; 2025Q4: 1,854,755 shares; 2026Q1: 1,858,891 shares 1,858,891 $10.2M <0.01% +4,136 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,577 shares; 2025Q1: 3,602 shares; 2025Q2: 4,352 shares; 2025Q3: 5,082 shares; 2025Q4: 5,698 shares; 2026Q1: 66,175 shares 66,175 $10.1M <0.01% +60,477 Timeline ACVU 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: 12,642 shares; 2024Q4: 40,713 shares; 2025Q1: 47,103 shares; 2025Q2: 101,204 shares; 2025Q3: 162,859 shares; 2025Q4: 297,455 shares; 2026Q1: 376,967 shares 376,967 $10.1M <0.01% +79,512 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 28,402 shares; 2025Q1: 47,578 shares; 2025Q2: 119,629 shares; 2025Q3: 166,372 shares; 2025Q4: 252,767 shares; 2026Q1: 408,435 shares 408,435 $10.1M <0.01% +155,668 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,892 shares; 2024Q4: 21,925 shares; 2025Q1: 32,407 shares; 2025Q2: 68,384 shares; 2025Q3: 107,267 shares; 2025Q4: 145,334 shares; 2026Q1: 211,840 shares 211,840 $10M <0.01% +66,506 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,895 shares; 2024Q4: 105,340 shares; 2025Q1: 139,561 shares; 2025Q2: 164,165 shares; 2025Q3: 177,528 shares; 2025Q4: 187,253 shares; 2026Q1: 188,900 shares 188,900 $10M <0.01% +1,647 Timeline HFGO 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: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 90,908 shares; 2025Q3: 170,119 shares; 2025Q4: 282,698 shares; 2026Q1: 425,547 shares 425,547 $10M <0.01% +142,849 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 9,543 shares; 2025Q1: 13,181 shares; 2025Q2: 14,337 shares; 2025Q3: 17,735 shares; 2025Q4: 31,383 shares; 2026Q1: 97,536 shares 97,536 $9.95M <0.01% +66,153 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,588 shares; 2024Q4: 278,383 shares; 2025Q1: 304,780 shares; 2025Q2: 307,635 shares; 2025Q3: 320,160 shares; 2025Q4: 335,261 shares; 2026Q1: 389,968 shares 389,968 $9.85M <0.01% +54,707 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 17,066 shares; 2025Q2: 56,274 shares; 2025Q3: 129,234 shares; 2025Q4: 166,645 shares; 2026Q1: 194,953 shares 194,953 $9.85M <0.01% +28,308 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,045 shares; 2024Q4: 19,693 shares; 2025Q1: 26,421 shares; 2025Q2: 33,007 shares; 2025Q3: 38,524 shares; 2025Q4: 85,059 shares; 2026Q1: 200,759 shares 200,759 $9.82M <0.01% +115,700 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 96,064 shares; 2025Q1: 130,346 shares; 2025Q2: 146,694 shares; 2025Q3: 168,242 shares; 2025Q4: 197,398 shares; 2026Q1: 205,233 shares 205,233 $9.81M <0.01% +7,835 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 122,836 shares; 2025Q1: 202,440 shares; 2025Q2: 283,662 shares; 2025Q3: 351,900 shares; 2025Q4: 424,917 shares; 2026Q1: 527,994 shares 527,994 $9.8M <0.01% +103,077 Timeline BSCQ 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: 63,053 shares; 2024Q4: 147,340 shares; 2025Q1: 262,600 shares; 2025Q2: 330,414 shares; 2025Q3: 415,793 shares; 2025Q4: 431,623 shares; 2026Q1: 498,192 shares 498,192 $9.72M <0.01% +66,569 Timeline CEF 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: 6,282 shares; 2024Q4: 14,793 shares; 2025Q1: 56,977 shares; 2025Q2: 105,840 shares; 2025Q3: 140,501 shares; 2025Q4: 204,427 shares; 2026Q1: 213,735 shares 213,735 $9.68M <0.01% +9,308 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,513 shares; 2024Q4: 57,694 shares; 2025Q1: 90,148 shares; 2025Q2: 112,625 shares; 2025Q3: 131,195 shares; 2025Q4: 141,842 shares; 2026Q1: 155,820 shares 155,820 $9.67M <0.01% +13,978 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 1,162 shares; 2025Q1: 2,087 shares; 2025Q2: 2,807 shares; 2025Q3: 2,715 shares; 2025Q4: 2,749 shares; 2026Q1: 171,662 shares 171,662 $9.67M <0.01% +168,913 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 486 shares; 2025Q1: 518 shares; 2025Q2: 1,035 shares; 2025Q3: 474 shares; 2025Q4: 119 shares; 2026Q1: 352,698 shares 352,698 $9.62M <0.01% +352,579 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 2,741 shares; 2025Q1: 4,198 shares; 2025Q2: 3,685 shares; 2025Q3: 4,299 shares; 2025Q4: 4,746 shares; 2026Q1: 47,555 shares 47,555 $9.61M <0.01% +42,809 Timeline GSLC 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: 12,502 shares; 2024Q4: 31,257 shares; 2025Q1: 50,359 shares; 2025Q2: 60,195 shares; 2025Q3: 66,021 shares; 2025Q4: 74,941 shares; 2026Q1: 78,685 shares 78,685 $9.6M <0.01% +3,744 Timeline RWO 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: 133,880 shares; 2024Q4: 133,342 shares; 2025Q1: 136,457 shares; 2025Q2: 139,111 shares; 2025Q3: 140,415 shares; 2025Q4: 144,004 shares; 2026Q1: 213,328 shares 213,328 $9.57M <0.01% +69,324 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 4,367 shares; 2025Q1: 5,462 shares; 2025Q2: 6,863 shares; 2025Q3: 8,469 shares; 2025Q4: 9,602 shares; 2026Q1: 33,542 shares 33,542 $9.57M <0.01% +23,940 Timeline ROUS 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: 6,570 shares; 2024Q4: 14,897 shares; 2025Q1: 25,435 shares; 2025Q2: 56,262 shares; 2025Q3: 87,015 shares; 2025Q4: 115,335 shares; 2026Q1: 164,457 shares 164,457 $9.56M <0.01% +49,122 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,158 shares; 2024Q4: 120,600 shares; 2025Q1: 241,084 shares; 2025Q2: 305,772 shares; 2025Q3: 374,594 shares; 2025Q4: 477,569 shares; 2026Q1: 581,283 shares 581,283 $9.48M <0.01% +103,714 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 12,562 shares; 2025Q1: 25,285 shares; 2025Q2: 49,519 shares; 2025Q3: 77,237 shares; 2025Q4: 118,032 shares; 2026Q1: 188,125 shares 188,125 $9.42M <0.01% +70,093 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 812 shares; 2025Q1: 1,495 shares; 2025Q2: 1,908 shares; 2025Q3: 2,492 shares; 2025Q4: 3,133 shares; 2026Q1: 12,763 shares 12,763 $9.42M <0.01% +9,630 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 12,403 shares; 2025Q1: 16,333 shares; 2025Q2: 19,361 shares; 2025Q3: 21,821 shares; 2025Q4: 23,314 shares; 2026Q1: 44,034 shares 44,034 $9.4M <0.01% +20,720 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: 77,542 shares; 2024Q4: 97,019 shares; 2025Q1: 106,108 shares; 2025Q2: 109,882 shares; 2025Q3: 121,440 shares; 2025Q4: 135,407 shares; 2026Q1: 145,241 shares 145,241 $9.36M <0.01% +9,834 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,709 shares; 2024Q4: 75,032 shares; 2025Q1: 105,654 shares; 2025Q2: 119,821 shares; 2025Q3: 85,503 shares; 2025Q4: 61,054 shares; 2026Q1: 257,601 shares 257,601 $9.35M <0.01% +196,547 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 1,303 shares; 2025Q1: 1,434 shares; 2025Q2: 2,326 shares; 2025Q3: 3,006 shares; 2025Q4: 3,688 shares; 2026Q1: 79,763 shares 79,763 $9.33M <0.01% +76,075 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 9,948 shares; 2025Q1: 36,220 shares; 2025Q2: 49,539 shares; 2025Q3: 56,949 shares; 2025Q4: 66,431 shares; 2026Q1: 74,923 shares 74,923 $9.24M <0.01% +8,492 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 8,592 shares; 2025Q1: 11,536 shares; 2025Q2: 10,449 shares; 2025Q3: 15,086 shares; 2025Q4: 17,684 shares; 2026Q1: 321,219 shares 321,219 $9.23M <0.01% +303,535 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 18,152 shares; 2025Q1: 31,497 shares; 2025Q2: 64,082 shares; 2025Q3: 87,765 shares; 2025Q4: 123,280 shares; 2026Q1: 162,761 shares 162,761 $9.21M <0.01% +39,481 Timeline SPDW 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: 31,809 shares; 2024Q4: 56,079 shares; 2025Q1: 70,523 shares; 2025Q2: 93,822 shares; 2025Q3: 100,466 shares; 2025Q4: 133,833 shares; 2026Q1: 207,597 shares 207,597 $9.2M <0.01% +73,764 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,515 shares; 2025Q4: 175,389 shares; 2026Q1: 297,821 shares 297,821 $9.17M <0.01% +122,432 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,993 shares; 2024Q4: 109,222 shares; 2025Q1: 170,960 shares; 2025Q2: 247,813 shares; 2025Q3: 304,486 shares; 2025Q4: 433,388 shares; 2026Q1: 551,941 shares 551,941 $9.16M <0.01% +118,553 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 17,302 shares; 2025Q1: 24,403 shares; 2025Q2: 37,985 shares; 2025Q3: 52,618 shares; 2025Q4: 57,652 shares; 2026Q1: 88,617 shares 88,617 $9.14M <0.01% +30,965 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,501 shares; 2024Q4: 49,457 shares; 2025Q1: 47,018 shares; 2025Q2: 51,186 shares; 2025Q3: 59,118 shares; 2025Q4: 78,435 shares; 2026Q1: 95,217 shares 95,217 $9.13M <0.01% +16,782 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 3,275 shares; 2025Q1: 5,138 shares; 2025Q2: 13,557 shares; 2025Q3: 16,341 shares; 2025Q4: 15,943 shares; 2026Q1: 30,856 shares 30,856 $9.12M <0.01% +14,913 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 33,914 shares; 2025Q1: 58,908 shares; 2025Q2: 79,061 shares; 2025Q3: 110,486 shares; 2025Q4: 154,897 shares; 2026Q1: 275,897 shares 275,897 $9.1M <0.01% +121,000 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 46,017 shares; 2025Q1: 69,197 shares; 2025Q2: 83,429 shares; 2025Q3: 101,953 shares; 2025Q4: 149,746 shares; 2026Q1: 194,484 shares 194,484 $9.07M <0.01% +44,738 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,465 shares; 2025Q3: 47,690 shares; 2025Q4: 92,033 shares; 2026Q1: 148,814 shares 148,814 $9.07M <0.01% +56,781 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 5,268 shares; 2025Q1: 6,893 shares; 2025Q2: 8,664 shares; 2025Q3: 11,281 shares; 2025Q4: 12,661 shares; 2026Q1: 129,678 shares 129,678 $8.89M <0.01% +117,017 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,844 shares; 2024Q4: 208,439 shares; 2025Q1: 249,800 shares; 2025Q2: 431,719 shares; 2025Q3: 632,281 shares; 2025Q4: 790,010 shares; 2026Q1: 993,172 shares 993,172 $8.82M <0.01% +203,162 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 215 shares; 2025Q1: 584 shares; 2025Q2: 841 shares; 2025Q3: 1,105 shares; 2025Q4: 1,327 shares; 2026Q1: 32,292 shares 32,292 $8.82M <0.01% +30,965 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 37,211 shares; 2026Q1: 178,535 shares 178,535 $8.76M <0.01% +141,324 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,201 shares; 2024Q4: 64,821 shares; 2025Q1: 84,008 shares; 2025Q2: 90,330 shares; 2025Q3: 134,786 shares; 2025Q4: 180,370 shares; 2026Q1: 202,747 shares 202,747 $8.72M <0.01% +22,377 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,633 shares; 2025Q1: 7,627 shares; 2025Q2: 7,586 shares; 2025Q3: 9,022 shares; 2025Q4: 10,210 shares; 2026Q1: 76,034 shares 76,034 $8.7M <0.01% +65,824 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 25,863 shares; 2025Q1: 36,074 shares; 2025Q2: 37,583 shares; 2025Q3: 42,870 shares; 2025Q4: 51,325 shares; 2026Q1: 59,790 shares 59,790 $8.65M <0.01% +8,465 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 29,631 shares; 2025Q1: 32,912 shares; 2025Q2: 39,917 shares; 2025Q3: 34,435 shares; 2025Q4: 38,889 shares; 2026Q1: 396,664 shares 396,664 $8.59M <0.01% +357,775 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 600 shares; 2025Q1: 568 shares; 2025Q2: 531 shares; 2025Q3: 267 shares; 2025Q4: 106 shares; 2026Q1: 85,338 shares 85,338 $8.59M <0.01% +85,232 Timeline GOVT 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: 50,047 shares; 2024Q4: 94,970 shares; 2025Q1: 169,218 shares; 2025Q2: 225,098 shares; 2025Q3: 260,004 shares; 2025Q4: 322,781 shares; 2026Q1: 375,688 shares 375,688 $8.55M <0.01% +52,907 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 18,308 shares; 2025Q1: 21,443 shares; 2025Q2: 25,158 shares; 2025Q3: 29,772 shares; 2025Q4: 37,766 shares; 2026Q1: 72,823 shares 72,823 $8.54M <0.01% +35,057 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 7,869 shares; 2025Q1: 9,370 shares; 2025Q2: 7,087 shares; 2025Q3: 3,292 shares; 2025Q4: 3,590 shares; 2026Q1: 216,120 shares 216,120 $8.52M <0.01% +212,530 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,007 shares; 2024Q4: 53,092 shares; 2025Q1: 75,696 shares; 2025Q2: 88,952 shares; 2025Q3: 91,753 shares; 2025Q4: 92,024 shares; 2026Q1: 131,281 shares 131,281 $8.51M <0.01% +39,257 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 4,378 shares; 2025Q1: 5,320 shares; 2025Q2: 8,391 shares; 2025Q3: 11,506 shares; 2025Q4: 10,771 shares; 2026Q1: 64,309 shares 64,309 $8.51M <0.01% +53,538 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 12,990 shares; 2025Q1: 26,100 shares; 2025Q2: 32,902 shares; 2025Q3: 41,491 shares; 2025Q4: 52,546 shares; 2026Q1: 67,627 shares 67,627 $8.5M <0.01% +15,081 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: 5,247 shares; 2024Q4: 7,196 shares; 2025Q1: 7,411 shares; 2025Q2: 20,856 shares; 2025Q3: 34,347 shares; 2025Q4: 47,410 shares; 2026Q1: 78,017 shares 78,017 $8.49M <0.01% +30,607 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 2,387 shares; 2025Q1: 2,135 shares; 2025Q2: 3,177 shares; 2025Q3: 2,797 shares; 2025Q4: 2,712 shares; 2026Q1: 254,587 shares 254,587 $8.47M <0.01% +251,875 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,490 shares; 2025Q1: 7,412 shares; 2025Q2: 7,755 shares; 2025Q3: 9,104 shares; 2025Q4: 9,801 shares; 2026Q1: 382,317 shares 382,317 $8.46M <0.01% +372,516 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: 1,247 shares; 2024Q4: 3,087 shares; 2025Q1: 5,419 shares; 2025Q2: 5,063 shares; 2025Q3: 6,350 shares; 2025Q4: 6,175 shares; 2026Q1: 164,140 shares 164,140 $8.44M <0.01% +157,965 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,786 shares; 2024Q4: 23,743 shares; 2025Q1: 30,180 shares; 2025Q2: 31,520 shares; 2025Q3: 45,658 shares; 2025Q4: 66,266 shares; 2026Q1: 76,765 shares 76,765 $8.42M <0.01% +10,499 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 471 shares; 2025Q1: 1,239 shares; 2025Q2: 1,413 shares; 2025Q3: 1,215 shares; 2025Q4: 3,400 shares; 2026Q1: 131,482 shares 131,482 $8.4M <0.01% +128,082 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,070 shares; 2025Q3: 38,280 shares; 2025Q4: 78,904 shares; 2026Q1: 112,137 shares 112,137 $8.39M <0.01% +33,233 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 3,662 shares; 2025Q1: 9,955 shares; 2025Q2: 19,777 shares; 2025Q3: 32,644 shares; 2025Q4: 56,377 shares; 2026Q1: 90,619 shares 90,619 $8.38M <0.01% +34,242 Timeline IPKW 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: 280 shares; 2024Q4: 3,153 shares; 2025Q1: 9,554 shares; 2025Q2: 35,259 shares; 2025Q3: 71,742 shares; 2025Q4: 95,036 shares; 2026Q1: 152,831 shares 152,831 $8.31M <0.01% +57,795 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: 92,496 shares; 2025Q1: 168,355 shares; 2025Q2: 271,909 shares; 2025Q3: 326,266 shares; 2025Q4: 387,154 shares; 2026Q1: 440,123 shares 440,123 $8.28M <0.01% +52,969 Timeline JHSC 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: 15,784 shares; 2024Q4: 41,762 shares; 2025Q1: 61,419 shares; 2025Q2: 87,824 shares; 2025Q3: 117,810 shares; 2025Q4: 147,648 shares; 2026Q1: 196,380 shares 196,380 $8.28M <0.01% +48,732 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,504 shares; 2025Q1: 2,628 shares; 2025Q2: 4,062 shares; 2025Q3: 4,191 shares; 2025Q4: 3,825 shares; 2026Q1: 246,830 shares 246,830 $8.25M <0.01% +243,005 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,330 shares; 2024Q4: 56,553 shares; 2025Q1: 83,035 shares; 2025Q2: 124,217 shares; 2025Q3: 154,043 shares; 2025Q4: 162,854 shares; 2026Q1: 201,306 shares 201,306 $8.22M <0.01% +38,452 Timeline INCM 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: 29,934 shares; 2025Q1: 106,577 shares; 2025Q2: 172,392 shares; 2025Q3: 215,617 shares; 2025Q4: 260,198 shares; 2026Q1: 286,714 shares 286,714 $8.21M <0.01% +26,516 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,817 shares; 2025Q1: 3,139 shares; 2025Q2: 7,153 shares; 2025Q3: 9,464 shares; 2025Q4: 10,575 shares; 2026Q1: 55,576 shares 55,576 $8.21M <0.01% +45,001 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: not reported; 2026Q1: 419,881 shares 419,881 $8.2M <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 25,364 shares; 2025Q1: 27,468 shares; 2025Q2: 30,050 shares; 2025Q3: 33,320 shares; 2025Q4: 34,731 shares; 2026Q1: 86,374 shares 86,374 $8.18M <0.01% +51,643 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 10,780 shares; 2025Q1: 24,167 shares; 2025Q2: 33,537 shares; 2025Q3: 42,682 shares; 2025Q4: 51,995 shares; 2026Q1: 88,659 shares 88,659 $8.14M <0.01% +36,664 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,417 shares; 2024Q4: 36,825 shares; 2025Q1: 49,992 shares; 2025Q2: 54,236 shares; 2025Q3: 78,048 shares; 2025Q4: 93,836 shares; 2026Q1: 110,517 shares 110,517 $8.12M <0.01% +16,681 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,798 shares; 2024Q4: 39,331 shares; 2025Q1: 42,384 shares; 2025Q2: 46,982 shares; 2025Q3: 56,842 shares; 2025Q4: 73,033 shares; 2026Q1: 90,829 shares 90,829 $8.11M <0.01% +17,796 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,988 shares; 2024Q4: 249,557 shares; 2025Q1: 259,878 shares; 2025Q2: 279,388 shares; 2025Q3: 302,248 shares; 2025Q4: 321,551 shares; 2026Q1: 380,550 shares 380,550 $8.03M <0.01% +58,999 Timeline BOTZ 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: 26,552 shares; 2024Q4: 39,211 shares; 2025Q1: 73,461 shares; 2025Q2: 111,978 shares; 2025Q3: 141,959 shares; 2025Q4: 180,202 shares; 2026Q1: 247,317 shares 247,317 $8.03M <0.01% +67,115 Timeline EMXC 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: 37,370 shares; 2024Q4: 60,444 shares; 2025Q1: 67,603 shares; 2025Q2: 51,358 shares; 2025Q3: 60,022 shares; 2025Q4: 74,056 shares; 2026Q1: 103,807 shares 103,807 $7.96M <0.01% +29,751 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 4,469 shares; 2025Q1: 4,880 shares; 2025Q2: 4,732 shares; 2025Q3: 4,905 shares; 2025Q4: 6,403 shares; 2026Q1: 93,472 shares 93,472 $7.95M <0.01% +87,069 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 85 shares; 2025Q1: 92 shares; 2025Q2: 123 shares; 2025Q3: 170 shares; 2025Q4: 196 shares; 2026Q1: 25,411 shares 25,411 $7.95M <0.01% +25,215 Timeline DVY 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: 8,760 shares; 2024Q4: 12,649 shares; 2025Q1: 19,489 shares; 2025Q2: 27,803 shares; 2025Q3: 35,074 shares; 2025Q4: 41,164 shares; 2026Q1: 53,154 shares 53,154 $7.95M <0.01% +11,990 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,365 shares; 2024Q4: 112,932 shares; 2025Q1: 138,307 shares; 2025Q2: 122,318 shares; 2025Q3: 133,207 shares; 2025Q4: 141,072 shares; 2026Q1: 146,118 shares 146,118 $7.95M <0.01% +5,046 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,308 shares; 2025Q1: 4,236 shares; 2025Q2: 6,035 shares; 2025Q3: 7,688 shares; 2025Q4: 9,783 shares; 2026Q1: 41,392 shares 41,392 $7.88M <0.01% +31,609 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 1,358 shares; 2025Q1: 5,707 shares; 2025Q2: 6,123 shares; 2025Q3: 8,922 shares; 2025Q4: 9,152 shares; 2026Q1: 247,964 shares 247,964 $7.88M <0.01% +238,812 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 13,691 shares; 2025Q3: 19,878 shares; 2025Q4: 36,720 shares; 2026Q1: 77,854 shares 77,854 $7.85M <0.01% +41,134 Timeline IGSB 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: 8,189 shares; 2024Q4: 14,879 shares; 2025Q1: 55,143 shares; 2025Q2: 67,716 shares; 2025Q3: 82,641 shares; 2025Q4: 107,895 shares; 2026Q1: 150,048 shares 150,048 $7.85M <0.01% +42,153 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 35,634 shares; 2025Q1: 64,435 shares; 2025Q2: 85,378 shares; 2025Q3: 101,582 shares; 2025Q4: 122,047 shares; 2026Q1: 158,038 shares 158,038 $7.83M <0.01% +35,991 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 1,129 shares; 2025Q3: 1,195 shares; 2025Q4: 1,690 shares; 2026Q1: 12,668 shares 12,668 $7.8M <0.01% +10,978 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,920 shares; 2024Q4: 25,565 shares; 2025Q1: 28,789 shares; 2025Q2: 32,787 shares; 2025Q3: 36,532 shares; 2025Q4: 39,193 shares; 2026Q1: 56,980 shares 56,980 $7.8M <0.01% +17,787 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,642 shares; 2024Q4: 72,068 shares; 2025Q1: 88,458 shares; 2025Q2: 125,653 shares; 2025Q3: 157,325 shares; 2025Q4: 181,005 shares; 2026Q1: 198,035 shares 198,035 $7.77M <0.01% +17,030 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,063 shares; 2024Q4: 77,716 shares; 2025Q1: 96,926 shares; 2025Q2: 106,727 shares; 2025Q3: 117,874 shares; 2025Q4: 132,976 shares; 2026Q1: 164,153 shares 164,153 $7.75M <0.01% +31,177 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 4,902 shares; 2025Q1: 7,699 shares; 2025Q2: 9,539 shares; 2025Q3: 11,285 shares; 2025Q4: 12,274 shares; 2026Q1: 21,954 shares 21,954 $7.72M <0.01% +9,680 Timeline SPIB 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: 24,439 shares; 2024Q4: 41,704 shares; 2025Q1: 60,915 shares; 2025Q2: 120,854 shares; 2025Q3: 174,110 shares; 2025Q4: 214,179 shares; 2026Q1: 231,637 shares 231,637 $7.71M <0.01% +17,458 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 33,137 shares; 2025Q1: 36,766 shares; 2025Q2: 55,024 shares; 2025Q3: 74,055 shares; 2025Q4: 96,570 shares; 2026Q1: 119,185 shares 119,185 $7.7M <0.01% +22,615 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,983 shares; 2024Q4: 64,139 shares; 2025Q1: 76,690 shares; 2025Q2: 84,321 shares; 2025Q3: 90,711 shares; 2025Q4: 97,908 shares; 2026Q1: 111,646 shares 111,646 $7.69M <0.01% +13,738 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,755 shares; 2024Q4: 78,335 shares; 2025Q1: 135,903 shares; 2025Q2: 175,276 shares; 2025Q3: 230,445 shares; 2025Q4: 292,809 shares; 2026Q1: 376,045 shares 376,045 $7.67M <0.01% +83,236 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 82,474 shares; 2025Q3: 82,590 shares; 2025Q4: 89,532 shares; 2026Q1: 197,278 shares 197,278 $7.61M <0.01% +107,746 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,168 shares; 2025Q1: 9,607 shares; 2025Q2: 21,755 shares; 2025Q3: 43,319 shares; 2025Q4: 67,354 shares; 2026Q1: 75,361 shares 75,361 $7.61M <0.01% +8,007 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 9,091 shares; 2025Q1: 11,924 shares; 2025Q2: 15,857 shares; 2025Q3: 20,137 shares; 2025Q4: 29,128 shares; 2026Q1: 38,472 shares 38,472 $7.57M <0.01% +9,344 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,926 shares; 2025Q1: 2,936 shares; 2025Q2: 3,622 shares; 2025Q3: 5,496 shares; 2025Q4: 7,122 shares; 2026Q1: 51,519 shares 51,519 $7.55M <0.01% +44,397 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 6,476 shares; 2025Q1: 7,862 shares; 2025Q2: 8,845 shares; 2025Q3: 9,266 shares; 2025Q4: 9,465 shares; 2026Q1: 39,913 shares 39,913 $7.55M <0.01% +30,448 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 7,988 shares; 2025Q1: 13,843 shares; 2025Q2: 21,469 shares; 2025Q3: 25,762 shares; 2025Q4: 32,218 shares; 2026Q1: 42,610 shares 42,610 $7.54M <0.01% +10,392 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 751 shares; 2025Q1: 4,636 shares; 2025Q2: 9,809 shares; 2025Q3: 11,877 shares; 2025Q4: 11,192 shares; 2026Q1: 46,892 shares 46,892 $7.51M <0.01% +35,700 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 5,353 shares; 2025Q1: 6,868 shares; 2025Q2: 8,577 shares; 2025Q3: 9,881 shares; 2025Q4: 10,437 shares; 2026Q1: 12,410 shares 12,410 $7.5M <0.01% +1,973 Timeline FVAL 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: 4,919 shares; 2024Q4: 8,754 shares; 2025Q1: 17,047 shares; 2025Q2: 26,135 shares; 2025Q3: 34,466 shares; 2025Q4: 69,856 shares; 2026Q1: 110,783 shares 110,783 $7.48M <0.01% +40,927 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,420 shares; 2025Q1: 1,797 shares; 2025Q2: 1,747 shares; 2025Q3: 2,879 shares; 2025Q4: 4,775 shares; 2026Q1: 48,078 shares 48,078 $7.48M <0.01% +43,303 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: 918 shares; 2024Q4: 4,757 shares; 2025Q1: 8,767 shares; 2025Q2: 11,263 shares; 2025Q3: 19,786 shares; 2025Q4: 30,115 shares; 2026Q1: 65,747 shares 65,747 $7.46M <0.01% +35,632 Timeline JTEK 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: 2,367 shares; 2025Q2: 9,610 shares; 2025Q3: 29,471 shares; 2025Q4: 68,823 shares; 2026Q1: 96,619 shares 96,619 $7.45M <0.01% +27,796 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 36,930 shares; 2025Q1: 33,193 shares; 2025Q2: 38,288 shares; 2025Q3: 51,322 shares; 2025Q4: 63,501 shares; 2026Q1: 116,436 shares 116,436 $7.44M <0.01% +52,935 Timeline AVLV 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: 35,784 shares; 2024Q4: 35,123 shares; 2025Q1: 41,861 shares; 2025Q2: 50,321 shares; 2025Q3: 67,377 shares; 2025Q4: 81,043 shares; 2026Q1: 92,992 shares 92,992 $7.39M <0.01% +11,949 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,981 shares; 2024Q4: 40,019 shares; 2025Q1: 47,585 shares; 2025Q2: 63,552 shares; 2025Q3: 70,237 shares; 2025Q4: 78,803 shares; 2026Q1: 86,495 shares 86,495 $7.35M <0.01% +7,692 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 429,243 shares; 2026Q1: 1,675,077 shares 1,675,077 $7.31M <0.01% +1,245,834 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,541 shares; 2024Q4: 42,206 shares; 2025Q1: 60,766 shares; 2025Q2: 71,874 shares; 2025Q3: 85,377 shares; 2025Q4: 96,481 shares; 2026Q1: 110,351 shares 110,351 $7.31M <0.01% +13,870 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,486 shares; 2024Q4: 427,256 shares; 2025Q1: 660,595 shares; 2025Q2: 685,441 shares; 2025Q3: 728,716 shares; 2025Q4: 557,908 shares; 2026Q1: 462,505 shares 462,505 $7.29M <0.01% -95,403 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,011 shares; 2025Q1: 2,968 shares; 2025Q2: 3,659 shares; 2025Q3: 6,512 shares; 2025Q4: 4,531 shares; 2026Q1: 50,376 shares 50,376 $7.29M <0.01% +45,845 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 904 shares; 2025Q1: 1,067 shares; 2025Q2: 804 shares; 2025Q3: 1,260 shares; 2025Q4: 1,701 shares; 2026Q1: 26,006 shares 26,006 $7.26M <0.01% +24,305 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 19,373 shares; 2025Q1: 45,533 shares; 2025Q2: 84,008 shares; 2025Q3: 123,774 shares; 2025Q4: 158,929 shares; 2026Q1: 231,831 shares 231,831 $7.22M <0.01% +72,902 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 20,901 shares; 2025Q1: 27,249 shares; 2025Q2: 38,922 shares; 2025Q3: 49,768 shares; 2025Q4: 54,046 shares; 2026Q1: 62,462 shares 62,462 $7.2M <0.01% +8,416 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: 494 shares; 2024Q4: 570 shares; 2025Q1: 817 shares; 2025Q2: 1,169 shares; 2025Q3: 1,164 shares; 2025Q4: 1,465 shares; 2026Q1: 96,525 shares 96,525 $7.18M <0.01% +95,060 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 584 shares; 2025Q1: 489 shares; 2025Q2: 784 shares; 2025Q3: 577 shares; 2025Q4: 190 shares; 2026Q1: 140,240 shares 140,240 $7.13M <0.01% +140,050 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238,650 shares 238,650 $7.11M <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,264 shares; 2024Q4: 111,797 shares; 2025Q1: 147,478 shares; 2025Q2: 171,660 shares; 2025Q3: 202,561 shares; 2025Q4: 229,160 shares; 2026Q1: 322,014 shares 322,014 $7.1M <0.01% +92,854 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,933 shares; 2025Q2: 82,804 shares; 2025Q3: 142,891 shares; 2025Q4: 279,436 shares; 2026Q1: 346,286 shares 346,286 $7.08M <0.01% +66,850 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 12,037 shares; 2025Q1: 16,413 shares; 2025Q2: 18,791 shares; 2025Q3: 19,940 shares; 2025Q4: 21,355 shares; 2026Q1: 98,066 shares 98,066 $7.08M <0.01% +76,711 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 12,555 shares; 2025Q1: 18,005 shares; 2025Q2: 21,463 shares; 2025Q3: 25,504 shares; 2025Q4: 29,941 shares; 2026Q1: 31,643 shares 31,643 $7.06M <0.01% +1,702 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,326 shares; 2024Q4: 70,948 shares; 2025Q1: 75,267 shares; 2025Q2: 82,138 shares; 2025Q3: 91,231 shares; 2025Q4: 109,475 shares; 2026Q1: 135,129 shares 135,129 $7M <0.01% +25,654 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 13,478 shares; 2025Q1: 22,727 shares; 2025Q2: 24,933 shares; 2025Q3: 28,344 shares; 2025Q4: 40,040 shares; 2026Q1: 267,671 shares 267,671 $6.99M <0.01% +227,631 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,203 shares; 2024Q4: 59,652 shares; 2025Q1: 84,462 shares; 2025Q2: 120,848 shares; 2025Q3: 127,693 shares; 2025Q4: 157,285 shares; 2026Q1: 202,209 shares 202,209 $6.98M <0.01% +44,924 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 10,571 shares; 2025Q1: 11,257 shares; 2025Q2: 12,211 shares; 2025Q3: 14,040 shares; 2025Q4: 15,619 shares; 2026Q1: 49,713 shares 49,713 $6.98M <0.01% +34,094 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,253 shares; 2024Q4: 104,581 shares; 2025Q1: 133,300 shares; 2025Q2: 167,116 shares; 2025Q3: 189,911 shares; 2025Q4: 216,302 shares; 2026Q1: 287,568 shares 287,568 $6.96M <0.01% +71,266 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 37,151 shares; 2025Q1: 50,739 shares; 2025Q2: 63,650 shares; 2025Q3: 78,071 shares; 2025Q4: 108,288 shares; 2026Q1: 158,179 shares 158,179 $6.94M <0.01% +49,891 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,801 shares; 2024Q4: 47,662 shares; 2025Q1: 67,053 shares; 2025Q2: 76,510 shares; 2025Q3: 85,785 shares; 2025Q4: 92,138 shares; 2026Q1: 104,216 shares 104,216 $6.92M <0.01% +12,078 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 490 shares; 2025Q1: 1,083 shares; 2025Q2: 2,511 shares; 2025Q3: 10,072 shares; 2025Q4: 22,252 shares; 2026Q1: 42,948 shares 42,948 $6.92M <0.01% +20,696 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: not reported; 2025Q4: 104,630 shares; 2026Q1: 286,239 shares 286,239 $6.9M <0.01% +181,609 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 65,726 shares; 2025Q1: 80,665 shares; 2025Q2: 86,671 shares; 2025Q3: 95,197 shares; 2025Q4: 104,419 shares; 2026Q1: 155,824 shares 155,824 $6.89M <0.01% +51,405 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 4,046 shares; 2025Q1: 7,841 shares; 2025Q2: 9,169 shares; 2025Q3: 11,890 shares; 2025Q4: 17,174 shares; 2026Q1: 22,351 shares 22,351 $6.87M <0.01% +5,177 Timeline SHLD 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: 1,337 shares; 2025Q4: 11,429 shares; 2026Q1: 98,005 shares 98,005 $6.85M <0.01% +86,576 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,284 shares; 2025Q1: 6,600 shares; 2025Q2: 9,047 shares; 2025Q3: 33,498 shares; 2025Q4: 50,379 shares; 2026Q1: 95,210 shares 95,210 $6.85M <0.01% +44,831 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,768 shares; 2024Q4: 31,991 shares; 2025Q1: 53,362 shares; 2025Q2: 69,950 shares; 2025Q3: 76,396 shares; 2025Q4: 87,118 shares; 2026Q1: 108,562 shares 108,562 $6.84M <0.01% +21,444 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 262 shares; 2025Q1: 149 shares; 2025Q2: 204 shares; 2025Q3: 605 shares; 2025Q4: 653 shares; 2026Q1: 115,258 shares 115,258 $6.83M <0.01% +114,605 Timeline QQQE 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: 6,899 shares; 2024Q4: 30,939 shares; 2025Q1: 39,345 shares; 2025Q2: 42,836 shares; 2025Q3: 50,319 shares; 2025Q4: 64,111 shares; 2026Q1: 70,937 shares 70,937 $6.83M <0.01% +6,826 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,486 shares; 2025Q1: 2,243 shares; 2025Q2: 3,184 shares; 2025Q3: 4,621 shares; 2025Q4: 12,596 shares; 2026Q1: 51,133 shares 51,133 $6.81M <0.01% +38,537 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,499 shares; 2025Q1: 4,221 shares; 2025Q2: 4,438 shares; 2025Q3: 4,698 shares; 2025Q4: 4,811 shares; 2026Q1: 24,866 shares 24,866 $6.8M <0.01% +20,055 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: 820 shares; 2024Q4: 1,318 shares; 2025Q1: 1,722 shares; 2025Q2: 1,708 shares; 2025Q3: 1,677 shares; 2025Q4: 1,584 shares; 2026Q1: 250,435 shares 250,435 $6.72M <0.01% +248,851 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 11,215 shares; 2025Q1: 18,050 shares; 2025Q2: 43,986 shares; 2025Q3: 63,504 shares; 2025Q4: 79,808 shares; 2026Q1: 133,623 shares 133,623 $6.72M <0.01% +53,815 Timeline GSIE 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: 16,221 shares; 2024Q4: 18,767 shares; 2025Q1: 24,535 shares; 2025Q2: 59,797 shares; 2025Q3: 94,603 shares; 2025Q4: 125,829 shares; 2026Q1: 159,769 shares 159,769 $6.68M <0.01% +33,940 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,566 shares; 2025Q2: 7,242 shares; 2025Q3: 7,740 shares; 2025Q4: 7,604 shares; 2026Q1: 73,439 shares 73,439 $6.67M <0.01% +65,835 Timeline JPUS 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: 8,400 shares; 2024Q4: 16,492 shares; 2025Q1: 20,842 shares; 2025Q2: 27,213 shares; 2025Q3: 38,193 shares; 2025Q4: 41,640 shares; 2026Q1: 51,853 shares 51,853 $6.66M <0.01% +10,213 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 14,938 shares; 2025Q1: 47,920 shares; 2025Q2: 58,001 shares; 2025Q3: 73,985 shares; 2025Q4: 96,489 shares; 2026Q1: 116,903 shares 116,903 $6.65M <0.01% +20,414 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 20,073 shares; 2025Q1: 44,845 shares; 2025Q2: 56,531 shares; 2025Q3: 57,203 shares; 2025Q4: 51,647 shares; 2026Q1: 60,186 shares 60,186 $6.64M <0.01% +8,539 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,368 shares; 2025Q3: 85,413 shares; 2025Q4: 116,446 shares; 2026Q1: 143,435 shares 143,435 $6.63M <0.01% +26,989 Timeline DGT 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: 1,995 shares; 2024Q4: 3,768 shares; 2025Q1: 9,781 shares; 2025Q2: 17,766 shares; 2025Q3: 20,601 shares; 2025Q4: 27,429 shares; 2026Q1: 40,050 shares 40,050 $6.62M <0.01% +12,621 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 516 shares; 2025Q1: 682 shares; 2025Q2: 991 shares; 2025Q3: 1,309 shares; 2025Q4: 1,324 shares; 2026Q1: 46,718 shares 46,718 $6.56M <0.01% +45,394 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,074 shares; 2024Q4: 129,789 shares; 2025Q1: 199,917 shares; 2025Q2: 227,860 shares; 2025Q3: 287,863 shares; 2025Q4: 333,747 shares; 2026Q1: 385,600 shares 385,600 $6.52M <0.01% +51,853 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,509 shares; 2024Q4: 62,792 shares; 2025Q1: 73,004 shares; 2025Q2: 84,670 shares; 2025Q3: 98,459 shares; 2025Q4: 121,092 shares; 2026Q1: 160,648 shares 160,648 $6.51M <0.01% +39,556 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: 32,008 shares; 2024Q4: 63,911 shares; 2025Q1: 103,457 shares; 2025Q2: 181,659 shares; 2025Q3: 184,920 shares; 2025Q4: 208,325 shares; 2026Q1: 264,092 shares 264,092 $6.5M <0.01% +55,767 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 23,568 shares; 2025Q1: 24,915 shares; 2025Q2: 30,089 shares; 2025Q3: 32,286 shares; 2025Q4: 36,084 shares; 2026Q1: 37,147 shares 37,147 $6.48M <0.01% +1,063 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: 30,061 shares; 2024Q4: 25,649 shares; 2025Q1: 34,198 shares; 2025Q2: 28,477 shares; 2025Q3: 46,969 shares; 2025Q4: 51,199 shares; 2026Q1: 430,599 shares 430,599 $6.47M <0.01% +379,400 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,353 shares; 2025Q1: 4,172 shares; 2025Q2: 5,161 shares; 2025Q3: 6,221 shares; 2025Q4: 13,250 shares; 2026Q1: 41,079 shares 41,079 $6.47M <0.01% +27,829 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,305 shares; 2025Q1: 3,997 shares; 2025Q2: 4,988 shares; 2025Q3: 5,525 shares; 2025Q4: 6,487 shares; 2026Q1: 31,725 shares 31,725 $6.42M <0.01% +25,238 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,969 shares; 2025Q1: 9,987 shares; 2025Q2: 13,506 shares; 2025Q3: 18,978 shares; 2025Q4: 23,755 shares; 2026Q1: 31,536 shares 31,536 $6.4M <0.01% +7,781 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 1,111 shares; 2025Q1: 1,389 shares; 2025Q2: 1,594 shares; 2025Q3: 1,589 shares; 2025Q4: 1,543 shares; 2026Q1: 26,246 shares 26,246 $6.39M <0.01% +24,703 Timeline ESML 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: 51,201 shares; 2024Q4: 60,539 shares; 2025Q1: 81,430 shares; 2025Q2: 88,908 shares; 2025Q3: 99,549 shares; 2025Q4: 111,342 shares; 2026Q1: 138,384 shares 138,384 $6.38M <0.01% +27,042 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 31,568 shares; 2025Q1: 48,233 shares; 2025Q2: 65,951 shares; 2025Q3: 72,928 shares; 2025Q4: 79,533 shares; 2026Q1: 86,427 shares 86,427 $6.36M <0.01% +6,894 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,764 shares; 2024Q4: 101,055 shares; 2025Q1: 141,079 shares; 2025Q2: 245,296 shares; 2025Q3: 289,571 shares; 2025Q4: 309,704 shares; 2026Q1: 365,215 shares 365,215 $6.35M <0.01% +55,511 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,554 shares; 2024Q4: 69,233 shares; 2025Q1: 88,345 shares; 2025Q2: 96,611 shares; 2025Q3: 114,430 shares; 2025Q4: 135,803 shares; 2026Q1: 167,001 shares 167,001 $6.35M <0.01% +31,198 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,389 shares; 2024Q4: 192,296 shares; 2025Q1: 263,950 shares; 2025Q2: 357,613 shares; 2025Q3: 482,554 shares; 2025Q4: 585,219 shares; 2026Q1: 638,558 shares 638,558 $6.33M <0.01% +53,339 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,611 shares; 2024Q4: 137,011 shares; 2025Q1: 137,187 shares; 2025Q2: 124,491 shares; 2025Q3: 111,408 shares; 2025Q4: 113,763 shares; 2026Q1: 233,201 shares 233,201 $6.32M <0.01% +119,438 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 3,599 shares; 2025Q1: 7,455 shares; 2025Q2: 10,592 shares; 2025Q3: 18,765 shares; 2025Q4: 18,924 shares; 2026Q1: 83,149 shares 83,149 $6.27M <0.01% +64,225 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 1,421 shares; 2025Q2: 1,277 shares; 2025Q3: 2,216 shares; 2025Q4: 3,167 shares; 2026Q1: 210,641 shares 210,641 $6.27M <0.01% +207,474 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,144 shares; 2025Q1: 2,089 shares; 2025Q2: 2,683 shares; 2025Q3: 3,076 shares; 2025Q4: 3,828 shares; 2026Q1: 32,834 shares 32,834 $6.24M <0.01% +29,006 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 26,952 shares; 2025Q1: 66,247 shares; 2025Q2: 53,267 shares; 2025Q3: 70,746 shares; 2025Q4: 89,946 shares; 2026Q1: 163,713 shares 163,713 $6.22M <0.01% +73,767 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 138 shares; 2025Q1: 298 shares; 2025Q2: 754 shares; 2025Q3: 1,123 shares; 2025Q4: 2,017 shares; 2026Q1: 20,923 shares 20,923 $6.21M <0.01% +18,906 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,370 shares; 2025Q1: 2,012 shares; 2025Q2: 2,770 shares; 2025Q3: 3,106 shares; 2025Q4: 3,517 shares; 2026Q1: 6,439 shares 6,439 $6.21M <0.01% +2,922 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 375 shares; 2025Q1: 421 shares; 2025Q2: 792 shares; 2025Q3: 704 shares; 2025Q4: 600 shares; 2026Q1: 18,478 shares 18,478 $6.19M <0.01% +17,878 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 318 shares; 2025Q1: 368 shares; 2025Q2: 884 shares; 2025Q3: 1,570 shares; 2025Q4: 2,763 shares; 2026Q1: 82,276 shares 82,276 $6.17M <0.01% +79,513 Timeline BFOR 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: 584 shares; 2024Q4: 1,855 shares; 2025Q1: 6,032 shares; 2025Q2: 9,459 shares; 2025Q3: 17,453 shares; 2025Q4: 43,825 shares; 2026Q1: 75,404 shares 75,404 $6.16M <0.01% +31,579 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 590 shares; 2025Q1: 769 shares; 2025Q2: 882 shares; 2025Q3: 1,297 shares; 2025Q4: 1,035 shares; 2026Q1: 51,010 shares 51,010 $6.15M <0.01% +49,975 Timeline