NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 17,105 shares; 2025Q1: 33,923 shares; 2025Q2: 50,802 shares; 2025Q3: 66,592 shares; 2025Q4: 88,456 shares; 2026Q1: 451,327 shares 451,327 $6.14M <0.01% +362,871 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 252 shares; 2025Q1: 536 shares; 2025Q2: 2,086 shares; 2025Q3: 2,633 shares; 2025Q4: 3,053 shares; 2026Q1: 73,049 shares 73,049 $6.12M <0.01% +69,996 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 28,443 shares; 2025Q1: 30,252 shares; 2025Q2: 28,534 shares; 2025Q3: 33,257 shares; 2025Q4: 34,143 shares; 2026Q1: 82,611 shares 82,611 $6.12M <0.01% +48,468 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 14,175 shares; 2025Q1: 29,717 shares; 2025Q2: 34,378 shares; 2025Q3: 37,453 shares; 2025Q4: 44,818 shares; 2026Q1: 49,398 shares 49,398 $6.09M <0.01% +4,580 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 3,615 shares; 2025Q1: 8,187 shares; 2025Q2: 19,683 shares; 2025Q3: 24,808 shares; 2025Q4: 30,275 shares; 2026Q1: 48,693 shares 48,693 $6.07M <0.01% +18,418 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 121 shares; 2025Q2: 166 shares; 2025Q3: 548 shares; 2025Q4: 552 shares; 2026Q1: 41,406 shares 41,406 $6.02M <0.01% +40,854 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 15,065 shares; 2025Q1: 28,098 shares; 2025Q2: 39,576 shares; 2025Q3: 51,947 shares; 2025Q4: 70,554 shares; 2026Q1: 77,472 shares 77,472 $5.99M <0.01% +6,918 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,437 shares; 2025Q1: 8,374 shares; 2025Q2: 9,547 shares; 2025Q3: 12,447 shares; 2025Q4: 18,033 shares; 2026Q1: 28,701 shares 28,701 $5.97M <0.01% +10,668 Timeline IHDG 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: 29,559 shares; 2024Q4: 53,964 shares; 2025Q1: 76,954 shares; 2025Q2: 107,892 shares; 2025Q3: 114,640 shares; 2025Q4: 122,910 shares; 2026Q1: 127,390 shares 127,390 $5.97M <0.01% +4,480 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 6,936 shares; 2025Q1: 8,789 shares; 2025Q2: 13,962 shares; 2025Q3: 16,893 shares; 2025Q4: 19,857 shares; 2026Q1: 64,998 shares 64,998 $5.96M <0.01% +45,141 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 507 shares; 2025Q1: 533 shares; 2025Q2: 701 shares; 2025Q3: 775 shares; 2025Q4: 801 shares; 2026Q1: 37,921 shares 37,921 $5.96M <0.01% +37,120 Timeline SPMD 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: 1,856 shares; 2024Q4: 5,657 shares; 2025Q1: 14,479 shares; 2025Q2: 21,734 shares; 2025Q3: 66,633 shares; 2025Q4: 81,066 shares; 2026Q1: 102,761 shares 102,761 $5.96M <0.01% +21,695 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 10,285 shares; 2025Q1: 14,160 shares; 2025Q2: 18,138 shares; 2025Q3: 21,175 shares; 2025Q4: 22,828 shares; 2026Q1: 28,335 shares 28,335 $5.94M <0.01% +5,507 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 2,221 shares; 2025Q1: 3,124 shares; 2025Q2: 3,867 shares; 2025Q3: 3,778 shares; 2025Q4: 4,658 shares; 2026Q1: 40,628 shares 40,628 $5.92M <0.01% +35,970 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 5,419 shares; 2025Q1: 9,079 shares; 2025Q2: 14,468 shares; 2025Q3: 20,925 shares; 2025Q4: 25,369 shares; 2026Q1: 36,255 shares 36,255 $5.92M <0.01% +10,886 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 56,660 shares; 2025Q1: 81,071 shares; 2025Q2: 80,884 shares; 2025Q3: 88,617 shares; 2025Q4: 88,543 shares; 2026Q1: 88,595 shares 88,595 $5.91M <0.01% +52 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 10,178 shares; 2025Q2: 18,188 shares; 2025Q3: 26,471 shares; 2025Q4: 39,749 shares; 2026Q1: 59,835 shares 59,835 $5.9M <0.01% +20,086 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 15,100 shares; 2025Q1: 16,221 shares; 2025Q2: 9,713 shares; 2025Q3: 12,821 shares; 2025Q4: 14,060 shares; 2026Q1: 117,841 shares 117,841 $5.9M <0.01% +103,781 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 9,085 shares; 2025Q1: 19,516 shares; 2025Q2: 43,225 shares; 2025Q3: 50,239 shares; 2025Q4: 56,700 shares; 2026Q1: 90,274 shares 90,274 $5.9M <0.01% +33,574 Timeline IBDT 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: 13,341 shares; 2024Q4: 32,232 shares; 2025Q1: 64,174 shares; 2025Q2: 82,052 shares; 2025Q3: 129,296 shares; 2025Q4: 195,912 shares; 2026Q1: 232,750 shares 232,750 $5.87M <0.01% +36,838 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 2,227 shares; 2025Q1: 2,775 shares; 2025Q2: 2,952 shares; 2025Q3: 4,143 shares; 2025Q4: 5,123 shares; 2026Q1: 13,977 shares 13,977 $5.87M <0.01% +8,854 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 21,618 shares; 2025Q1: 45,099 shares; 2025Q2: 64,031 shares; 2025Q3: 112,239 shares; 2025Q4: 179,044 shares; 2026Q1: 242,321 shares 242,321 $5.86M <0.01% +63,277 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 2,094,412 shares; 2026Q1: 2,135,741 shares 2,135,741 $5.85M <0.01% +41,329 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 27,997 shares; 2025Q1: 49,207 shares; 2025Q2: 58,105 shares; 2025Q3: 69,082 shares; 2025Q4: 84,045 shares; 2026Q1: 85,934 shares 85,934 $5.82M <0.01% +1,889 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 1,625 shares; 2025Q1: 1,858 shares; 2025Q2: 2,659 shares; 2025Q3: 6,425 shares; 2025Q4: 15,092 shares; 2026Q1: 308,961 shares 308,961 $5.82M <0.01% +293,869 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 4,841 shares; 2025Q1: 5,489 shares; 2025Q2: 5,279 shares; 2025Q3: 5,618 shares; 2025Q4: 6,472 shares; 2026Q1: 52,683 shares 52,683 $5.81M <0.01% +46,211 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 883 shares; 2025Q1: 1,209 shares; 2025Q2: 1,246 shares; 2025Q3: 1,557 shares; 2025Q4: 2,114 shares; 2026Q1: 11,999 shares 11,999 $5.77M <0.01% +9,885 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 34,349 shares; 2025Q1: 54,025 shares; 2025Q2: 55,461 shares; 2025Q3: 68,937 shares; 2025Q4: 73,208 shares; 2026Q1: 222,983 shares 222,983 $5.77M <0.01% +149,775 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,038 shares; 2024Q4: 103,672 shares; 2025Q1: 181,794 shares; 2025Q2: 297,195 shares; 2025Q3: 400,020 shares; 2025Q4: 367,696 shares; 2026Q1: 296,577 shares 296,577 $5.77M <0.01% -71,119 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 299 shares; 2025Q1: 1,193 shares; 2025Q2: 1,714 shares; 2025Q3: 3,361 shares; 2025Q4: 4,185 shares; 2026Q1: 137,047 shares 137,047 $5.75M <0.01% +132,862 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 63,791 shares; 2025Q1: 74,499 shares; 2025Q2: 86,560 shares; 2025Q3: 87,817 shares; 2025Q4: 83,499 shares; 2026Q1: 90,611 shares 90,611 $5.73M <0.01% +7,112 Timeline VCR 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: 6,885 shares; 2024Q4: 8,071 shares; 2025Q1: 10,215 shares; 2025Q2: 8,491 shares; 2025Q3: 11,509 shares; 2025Q4: 15,336 shares; 2026Q1: 16,314 shares 16,314 $5.7M <0.01% +978 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 2,128 shares; 2025Q2: 2,639 shares; 2025Q3: 6,854 shares; 2025Q4: 13,881 shares; 2026Q1: 23,119 shares 23,119 $5.69M <0.01% +9,238 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 7,091 shares; 2025Q1: 11,180 shares; 2025Q2: 16,878 shares; 2025Q3: 23,585 shares; 2025Q4: 39,582 shares; 2026Q1: 54,714 shares 54,714 $5.69M <0.01% +15,132 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 583 shares; 2025Q1: 524 shares; 2025Q2: 714 shares; 2025Q3: 786 shares; 2025Q4: 1,362 shares; 2026Q1: 34,534 shares 34,534 $5.67M <0.01% +33,172 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 426 shares; 2025Q1: 649 shares; 2025Q2: 936 shares; 2025Q3: 1,627 shares; 2025Q4: 1,674 shares; 2026Q1: 29,389 shares 29,389 $5.64M <0.01% +27,715 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 8,014 shares; 2025Q1: 9,955 shares; 2025Q2: 10,574 shares; 2025Q3: 14,295 shares; 2025Q4: 12,551 shares; 2026Q1: 71,056 shares 71,056 $5.64M <0.01% +58,505 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 19,228 shares; 2025Q1: 41,620 shares; 2025Q2: 57,490 shares; 2025Q3: 69,436 shares; 2025Q4: 82,390 shares; 2026Q1: 110,514 shares 110,514 $5.61M <0.01% +28,124 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 29 shares; 2025Q3: 13 shares; 2025Q4: 33 shares; 2026Q1: 161,416 shares 161,416 $5.58M <0.01% +161,383 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 272 shares; 2025Q3: 4,955 shares; 2025Q4: 23,974 shares; 2026Q1: 59,501 shares 59,501 $5.56M <0.01% +35,527 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 197 shares; 2025Q1: 292 shares; 2025Q2: 723 shares; 2025Q3: 882 shares; 2025Q4: 938 shares; 2026Q1: 62,086 shares 62,086 $5.54M <0.01% +61,148 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,191 shares; 2025Q1: 5,343 shares; 2025Q2: 7,220 shares; 2025Q3: 24,888 shares; 2025Q4: 60,342 shares; 2026Q1: 106,419 shares 106,419 $5.51M <0.01% +46,077 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,527 shares; 2025Q1: 1,644 shares; 2025Q2: 1,727 shares; 2025Q3: 1,789 shares; 2025Q4: 2,192 shares; 2026Q1: 26,327 shares 26,327 $5.48M <0.01% +24,135 Timeline DISV 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: 1,093 shares; 2024Q4: 2,202 shares; 2025Q1: 16,367 shares; 2025Q2: 28,004 shares; 2025Q3: 67,939 shares; 2025Q4: 106,291 shares; 2026Q1: 143,071 shares 143,071 $5.48M <0.01% +36,780 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 27,228 shares; 2025Q1: 33,889 shares; 2025Q2: 38,647 shares; 2025Q3: 43,687 shares; 2025Q4: 50,791 shares; 2026Q1: 62,943 shares 62,943 $5.48M <0.01% +12,152 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 29,411 shares; 2025Q1: 51,993 shares; 2025Q2: 77,748 shares; 2025Q3: 99,212 shares; 2025Q4: 128,587 shares; 2026Q1: 138,583 shares 138,583 $5.47M <0.01% +9,996 Timeline SIZE 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 3,920 shares; 2025Q2: 10,725 shares; 2025Q3: 17,360 shares; 2025Q4: 26,809 shares; 2026Q1: 34,750 shares 34,750 $5.42M <0.01% +7,941 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,633 shares; 2024Q4: 138,066 shares; 2025Q1: 183,892 shares; 2025Q2: 210,194 shares; 2025Q3: 224,009 shares; 2025Q4: 251,262 shares; 2026Q1: 255,608 shares 255,608 $5.38M <0.01% +4,346 Timeline DUHP 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: 18,290 shares; 2024Q4: 26,091 shares; 2025Q1: 53,818 shares; 2025Q2: 67,858 shares; 2025Q3: 99,073 shares; 2025Q4: 108,268 shares; 2026Q1: 149,466 shares 149,466 $5.37M <0.01% +41,198 Timeline FV 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: 18,053 shares; 2024Q4: 35,464 shares; 2025Q1: 74,622 shares; 2025Q2: 84,118 shares; 2025Q3: 89,552 shares; 2025Q4: 85,404 shares; 2026Q1: 89,101 shares 89,101 $5.31M <0.01% +3,697 Timeline PJFG 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: 533 shares; 2024Q4: 6,529 shares; 2025Q1: 13,054 shares; 2025Q2: 23,565 shares; 2025Q3: 31,722 shares; 2025Q4: 48,252 shares; 2026Q1: 56,149 shares 56,149 $5.3M <0.01% +7,897 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 132 shares; 2025Q1: 385 shares; 2025Q2: 754 shares; 2025Q3: 710 shares; 2025Q4: 967 shares; 2026Q1: 5,226 shares 5,226 $5.28M <0.01% +4,259 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 1,321 shares; 2025Q1: 1,676 shares; 2025Q2: 2,650 shares; 2025Q3: 3,039 shares; 2025Q4: 3,773 shares; 2026Q1: 132,372 shares 132,372 $5.26M <0.01% +128,599 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,193 shares; 2025Q1: 33,870 shares; 2025Q2: 55,215 shares; 2025Q3: 69,551 shares; 2025Q4: 85,347 shares; 2026Q1: 104,115 shares 104,115 $5.23M <0.01% +18,768 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 3,027 shares; 2025Q1: 7,459 shares; 2025Q2: 9,323 shares; 2025Q3: 9,544 shares; 2025Q4: 7,402 shares; 2026Q1: 52,448 shares 52,448 $5.22M <0.01% +45,046 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,629 shares; 2024Q4: 14,821 shares; 2025Q1: 17,482 shares; 2025Q2: 22,479 shares; 2025Q3: 32,776 shares; 2025Q4: 46,112 shares; 2026Q1: 104,287 shares 104,287 $5.22M <0.01% +58,175 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 3,878 shares; 2025Q1: 4,771 shares; 2025Q2: 4,990 shares; 2025Q3: 4,165 shares; 2025Q4: 4,155 shares; 2026Q1: 28,557 shares 28,557 $5.22M <0.01% +24,402 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 14,882 shares; 2025Q1: 15,951 shares; 2025Q2: 18,783 shares; 2025Q3: 22,857 shares; 2025Q4: 35,317 shares; 2026Q1: 45,049 shares 45,049 $5.2M <0.01% +9,732 Timeline HFSI 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: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 51,343 shares; 2026Q1: 149,037 shares 149,037 $5.17M <0.01% +97,694 Timeline MBB 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: 29,495 shares; 2024Q4: 29,380 shares; 2025Q1: 34,513 shares; 2025Q2: 40,770 shares; 2025Q3: 44,625 shares; 2025Q4: 45,313 shares; 2026Q1: 54,658 shares 54,658 $5.16M <0.01% +9,345 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 390 shares; 2025Q1: 423 shares; 2025Q2: 588 shares; 2025Q3: 641 shares; 2025Q4: 682 shares; 2026Q1: 22,828 shares 22,828 $5.15M <0.01% +22,146 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 330 shares; 2025Q1: 396 shares; 2025Q2: 719 shares; 2025Q3: 757 shares; 2025Q4: 1,390 shares; 2026Q1: 9,315 shares 9,315 $5.14M <0.01% +7,925 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 247 shares; 2025Q1: 342 shares; 2025Q2: 396 shares; 2025Q3: 454 shares; 2025Q4: 531 shares; 2026Q1: 33,005 shares 33,005 $5.14M <0.01% +32,474 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 1,006 shares; 2025Q1: 1,580 shares; 2025Q2: 1,894 shares; 2025Q3: 1,868 shares; 2025Q4: 2,147 shares; 2026Q1: 27,816 shares 27,816 $5.14M <0.01% +25,669 Timeline NUSC 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: 44,222 shares; 2024Q4: 56,532 shares; 2025Q1: 65,850 shares; 2025Q2: 75,933 shares; 2025Q3: 79,694 shares; 2025Q4: 87,001 shares; 2026Q1: 116,448 shares 116,448 $5.12M <0.01% +29,447 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 4,870 shares; 2025Q1: 5,861 shares; 2025Q2: 7,910 shares; 2025Q3: 10,635 shares; 2025Q4: 8,475 shares; 2026Q1: 22,668 shares 22,668 $5.12M <0.01% +14,193 Timeline JSCP 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: 1,919 shares; 2024Q4: 8,692 shares; 2025Q1: 18,457 shares; 2025Q2: 21,601 shares; 2025Q3: 46,310 shares; 2025Q4: 66,928 shares; 2026Q1: 108,271 shares 108,271 $5.1M <0.01% +41,343 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 1,404 shares; 2025Q1: 2,783 shares; 2025Q2: 3,708 shares; 2025Q3: 4,838 shares; 2025Q4: 5,986 shares; 2026Q1: 66,719 shares 66,719 $5.08M <0.01% +60,733 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 1,780 shares; 2025Q1: 2,639 shares; 2025Q2: 4,308 shares; 2025Q3: 4,522 shares; 2025Q4: 5,639 shares; 2026Q1: 26,748 shares 26,748 $5.08M <0.01% +21,109 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,366 shares; 2025Q1: 29,405 shares; 2025Q2: 36,785 shares; 2025Q3: 35,788 shares; 2025Q4: 38,933 shares; 2026Q1: 42,990 shares 42,990 $5.04M <0.01% +4,057 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 2,835 shares; 2025Q1: 1,863 shares; 2025Q2: 1,555 shares; 2025Q3: 927 shares; 2025Q4: 7,896 shares; 2026Q1: 35,166 shares 35,166 $5.03M <0.01% +27,270 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,824 shares; 2024Q4: 70,877 shares; 2025Q1: 63,850 shares; 2025Q2: 80,307 shares; 2025Q3: 86,145 shares; 2025Q4: 100,460 shares; 2026Q1: 119,894 shares 119,894 $5.02M <0.01% +19,434 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,595 shares; 2024Q4: 58,087 shares; 2025Q1: 63,813 shares; 2025Q2: 65,982 shares; 2025Q3: 63,556 shares; 2025Q4: 54,882 shares; 2026Q1: 43,220 shares 43,220 $5.02M <0.01% -11,662 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 350 shares; 2025Q1: 438 shares; 2025Q2: 617 shares; 2025Q3: 755 shares; 2025Q4: 734 shares; 2026Q1: 188,847 shares 188,847 $5M <0.01% +188,113 Timeline FMAG 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: 10,440 shares; 2025Q1: 26,454 shares; 2025Q2: 49,898 shares; 2025Q3: 72,510 shares; 2025Q4: 133,891 shares; 2026Q1: 162,014 shares 162,014 $4.99M <0.01% +28,123 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,182 shares; 2025Q1: 1,920 shares; 2025Q2: 2,448 shares; 2025Q3: 3,273 shares; 2025Q4: 3,643 shares; 2026Q1: 361,414 shares 361,414 $4.98M <0.01% +357,771 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: 1,034 shares; 2025Q2: 1,139 shares; 2025Q3: 1,228 shares; 2025Q4: 1,520 shares; 2026Q1: 131,288 shares 131,288 $4.96M <0.01% +129,768 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,249 shares; 2024Q4: 37,009 shares; 2025Q1: 40,059 shares; 2025Q2: 47,370 shares; 2025Q3: 59,748 shares; 2025Q4: 68,387 shares; 2026Q1: 85,121 shares 85,121 $4.95M <0.01% +16,734 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 5,337 shares; 2025Q1: 6,041 shares; 2025Q2: 6,037 shares; 2025Q3: 6,707 shares; 2025Q4: 5,207 shares; 2026Q1: 15,508 shares 15,508 $4.92M <0.01% +10,301 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 103 shares; 2025Q2: 87 shares; 2025Q3: 5,714 shares; 2025Q4: 28,501 shares; 2026Q1: 110,108 shares 110,108 $4.9M <0.01% +81,607 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 15,331 shares; 2025Q1: 25,584 shares; 2025Q2: 27,974 shares; 2025Q3: 29,907 shares; 2025Q4: 33,269 shares; 2026Q1: 37,922 shares 37,922 $4.89M <0.01% +4,653 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,034 shares; 2025Q1: 4,998 shares; 2025Q2: 6,049 shares; 2025Q3: 8,069 shares; 2025Q4: 10,525 shares; 2026Q1: 17,464 shares 17,464 $4.89M <0.01% +6,939 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 13,399 shares; 2025Q1: 17,267 shares; 2025Q2: 19,423 shares; 2025Q3: 29,438 shares; 2025Q4: 40,380 shares; 2026Q1: 101,115 shares 101,115 $4.89M <0.01% +60,735 Timeline VTEI 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: 1,549 shares; 2025Q3: 16,754 shares; 2025Q4: 38,908 shares; 2026Q1: 48,871 shares 48,871 $4.87M <0.01% +9,963 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 40,446 shares; 2025Q1: 48,953 shares; 2025Q2: 56,506 shares; 2025Q3: 61,666 shares; 2025Q4: 68,028 shares; 2026Q1: 73,904 shares 73,904 $4.87M <0.01% +5,876 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,453 shares; 2025Q1: 5,098 shares; 2025Q2: 10,710 shares; 2025Q3: 16,384 shares; 2025Q4: 29,523 shares; 2026Q1: 51,188 shares 51,188 $4.84M <0.01% +21,665 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 29,351 shares; 2025Q1: 35,120 shares; 2025Q2: 38,256 shares; 2025Q3: 46,163 shares; 2025Q4: 56,725 shares; 2026Q1: 61,168 shares 61,168 $4.82M <0.01% +4,443 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 24,587 shares; 2025Q1: 44,492 shares; 2025Q2: 63,902 shares; 2025Q3: 105,034 shares; 2025Q4: 154,492 shares; 2026Q1: 197,661 shares 197,661 $4.79M <0.01% +43,169 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,824 shares; 2025Q3: 48,962 shares; 2025Q4: 75,299 shares; 2026Q1: 120,336 shares 120,336 $4.78M <0.01% +45,037 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,964 shares; 2024Q4: 34,876 shares; 2025Q1: 45,960 shares; 2025Q2: 50,165 shares; 2025Q3: 54,904 shares; 2025Q4: 58,353 shares; 2026Q1: 81,608 shares 81,608 $4.75M <0.01% +23,255 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 87 shares; 2026Q1: 41,835 shares 41,835 $4.73M <0.01% +41,748 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,362 shares; 2026Q1: 62,981 shares 62,981 $4.73M <0.01% +20,619 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 6,034 shares; 2025Q1: 13,144 shares; 2025Q2: 44,327 shares; 2025Q3: 62,111 shares; 2025Q4: 71,740 shares; 2026Q1: 95,020 shares 95,020 $4.71M <0.01% +23,280 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 73,355 shares; 2025Q1: 112,342 shares; 2025Q2: 138,195 shares; 2025Q3: 160,956 shares; 2025Q4: 187,417 shares; 2026Q1: 218,624 shares 218,624 $4.7M <0.01% +31,207 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 9,196 shares; 2025Q1: 11,873 shares; 2025Q2: 15,989 shares; 2025Q3: 18,415 shares; 2025Q4: 24,401 shares; 2026Q1: 30,366 shares 30,366 $4.7M <0.01% +5,965 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 2,097 shares; 2025Q1: 3,352 shares; 2025Q2: 4,808 shares; 2025Q3: 5,398 shares; 2025Q4: 5,603 shares; 2026Q1: 71,324 shares 71,324 $4.69M <0.01% +65,721 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 471 shares; 2025Q1: 479 shares; 2025Q2: 1,047 shares; 2025Q3: 3,456 shares; 2025Q4: 26,634 shares; 2026Q1: 70,615 shares 70,615 $4.69M <0.01% +43,981 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 22,854 shares; 2025Q1: 38,926 shares; 2025Q2: 55,961 shares; 2025Q3: 70,420 shares; 2025Q4: 79,633 shares; 2026Q1: 84,333 shares 84,333 $4.69M <0.01% +4,700 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 2,821 shares; 2025Q1: 5,182 shares; 2025Q2: 5,510 shares; 2025Q3: 6,832 shares; 2025Q4: 8,143 shares; 2026Q1: 122,406 shares 122,406 $4.67M <0.01% +114,263 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 5,454 shares; 2025Q1: 12,193 shares; 2025Q2: 24,679 shares; 2025Q3: 31,580 shares; 2025Q4: 47,358 shares; 2026Q1: 59,218 shares 59,218 $4.66M <0.01% +11,860 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 566 shares; 2025Q1: 1,298 shares; 2025Q2: 1,805 shares; 2025Q3: 2,282 shares; 2025Q4: 2,568 shares; 2026Q1: 75,178 shares 75,178 $4.63M <0.01% +72,610 Timeline EWJ 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: 10,288 shares; 2024Q4: 20,771 shares; 2025Q1: 27,512 shares; 2025Q2: 29,794 shares; 2025Q3: 37,703 shares; 2025Q4: 47,687 shares; 2026Q1: 56,876 shares 56,876 $4.63M <0.01% +9,189 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,055 shares; 2024Q4: 100,466 shares; 2025Q1: 135,724 shares; 2025Q2: 152,060 shares; 2025Q3: 172,890 shares; 2025Q4: 192,645 shares; 2026Q1: 200,603 shares 200,603 $4.63M <0.01% +7,958 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 17,521 shares; 2025Q1: 22,274 shares; 2025Q2: 21,960 shares; 2025Q3: 21,796 shares; 2025Q4: 23,913 shares; 2026Q1: 28,698 shares 28,698 $4.6M <0.01% +4,785 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,835 shares; 2025Q3: 75,626 shares; 2025Q4: 96,042 shares; 2026Q1: 133,200 shares 133,200 $4.6M <0.01% +37,158 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,499 shares; 2025Q1: 4,454 shares; 2025Q2: 4,493 shares; 2025Q3: 5,114 shares; 2025Q4: 5,372 shares; 2026Q1: 41,965 shares 41,965 $4.59M <0.01% +36,593 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 660 shares; 2025Q3: 727 shares; 2025Q4: 959 shares; 2026Q1: 54,562 shares 54,562 $4.59M <0.01% +53,603 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 2,211 shares; 2025Q2: 1,117 shares; 2025Q3: 2,536 shares; 2025Q4: 6,031 shares; 2026Q1: 48,148 shares 48,148 $4.59M <0.01% +42,117 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 3,365 shares; 2025Q1: 8,617 shares; 2025Q2: 11,135 shares; 2025Q3: 12,435 shares; 2025Q4: 17,250 shares; 2026Q1: 29,510 shares 29,510 $4.58M <0.01% +12,260 Timeline CFA 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: 6,885 shares; 2024Q4: 14,338 shares; 2025Q1: 27,621 shares; 2025Q2: 35,895 shares; 2025Q3: 42,318 shares; 2025Q4: 46,643 shares; 2026Q1: 50,949 shares 50,949 $4.58M <0.01% +4,306 Timeline VTIP 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: 7,124 shares; 2024Q4: 18,369 shares; 2025Q1: 24,905 shares; 2025Q2: 35,407 shares; 2025Q3: 47,244 shares; 2025Q4: 69,164 shares; 2026Q1: 91,840 shares 91,840 $4.57M <0.01% +22,676 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 9,880 shares; 2025Q1: 10,657 shares; 2025Q2: 14,799 shares; 2025Q3: 22,940 shares; 2025Q4: 40,527 shares; 2026Q1: 61,724 shares 61,724 $4.57M <0.01% +21,197 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,440 shares; 2024Q4: 137,388 shares; 2025Q1: 153,114 shares; 2025Q2: 158,104 shares; 2025Q3: 163,874 shares; 2025Q4: 204,637 shares; 2026Q1: 321,231 shares 321,231 $4.57M <0.01% +116,594 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,843 shares; 2024Q4: 43,799 shares; 2025Q1: 57,217 shares; 2025Q2: 76,192 shares; 2025Q3: 100,911 shares; 2025Q4: 90,202 shares; 2026Q1: 105,860 shares 105,860 $4.56M <0.01% +15,658 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 27,290 shares; 2025Q1: 37,442 shares; 2025Q2: 45,923 shares; 2025Q3: 61,954 shares; 2025Q4: 76,209 shares; 2026Q1: 97,497 shares 97,497 $4.55M <0.01% +21,288 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 4,965 shares; 2025Q1: 7,515 shares; 2025Q2: 7,579 shares; 2025Q3: 8,856 shares; 2025Q4: 12,825 shares; 2026Q1: 24,554 shares 24,554 $4.51M <0.01% +11,729 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 9,576 shares; 2025Q2: 17,144 shares; 2025Q3: 41,407 shares; 2025Q4: 90,260 shares; 2026Q1: 123,429 shares 123,429 $4.5M <0.01% +33,169 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,243 shares; 2025Q1: 27,292 shares; 2025Q2: 34,174 shares; 2025Q3: 35,151 shares; 2025Q4: 39,160 shares; 2026Q1: 48,179 shares 48,179 $4.5M <0.01% +9,019 Timeline PXF 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: 3,490 shares; 2024Q4: 4,984 shares; 2025Q1: 13,568 shares; 2025Q2: 30,707 shares; 2025Q3: 37,458 shares; 2025Q4: 45,062 shares; 2026Q1: 66,361 shares 66,361 $4.49M <0.01% +21,299 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 342 shares; 2025Q1: 632 shares; 2025Q2: 703 shares; 2025Q3: 886 shares; 2025Q4: 994 shares; 2026Q1: 16,950 shares 16,950 $4.41M <0.01% +15,956 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 3,905 shares; 2025Q1: 4,800 shares; 2025Q2: 5,177 shares; 2025Q3: 6,624 shares; 2025Q4: 7,637 shares; 2026Q1: 25,133 shares 25,133 $4.41M <0.01% +17,496 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 149 shares; 2025Q1: 236 shares; 2025Q2: 251 shares; 2025Q3: 384 shares; 2025Q4: 420 shares; 2026Q1: 12,598 shares 12,598 $4.39M <0.01% +12,178 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 12,102 shares; 2025Q1: 21,560 shares; 2025Q2: 31,461 shares; 2025Q3: 48,280 shares; 2025Q4: 70,645 shares; 2026Q1: 97,711 shares 97,711 $4.39M <0.01% +27,066 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 7,118 shares; 2025Q1: 11,269 shares; 2025Q2: 16,873 shares; 2025Q3: 18,075 shares; 2025Q4: 23,018 shares; 2026Q1: 44,536 shares 44,536 $4.38M <0.01% +21,518 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,998 shares; 2024Q4: 23,706 shares; 2025Q1: 37,613 shares; 2025Q2: 64,306 shares; 2025Q3: 116,290 shares; 2025Q4: 143,101 shares; 2026Q1: 172,028 shares 172,028 $4.38M <0.01% +28,927 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 43,744 shares; 2025Q1: 44,379 shares; 2025Q2: 38,914 shares; 2025Q3: 32,343 shares; 2025Q4: 37,533 shares; 2026Q1: 38,904 shares 38,904 $4.38M <0.01% +1,371 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 7,912 shares; 2025Q1: 14,998 shares; 2025Q2: 25,399 shares; 2025Q3: 30,759 shares; 2025Q4: 37,861 shares; 2026Q1: 49,137 shares 49,137 $4.35M <0.01% +11,276 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 13,786 shares; 2025Q1: 23,152 shares; 2025Q2: 30,529 shares; 2025Q3: 38,420 shares; 2025Q4: 42,706 shares; 2026Q1: 51,435 shares 51,435 $4.31M <0.01% +8,729 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,496 shares; 2024Q4: 41,270 shares; 2025Q1: 56,854 shares; 2025Q2: 75,272 shares; 2025Q3: 78,360 shares; 2025Q4: 80,283 shares; 2026Q1: 82,488 shares 82,488 $4.3M <0.01% +2,205 Timeline IYK 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: 11,206 shares; 2024Q4: 15,294 shares; 2025Q1: 33,188 shares; 2025Q2: 45,787 shares; 2025Q3: 49,448 shares; 2025Q4: 54,291 shares; 2026Q1: 61,263 shares 61,263 $4.27M <0.01% +6,972 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 3,259 shares; 2025Q1: 5,610 shares; 2025Q2: 10,486 shares; 2025Q3: 9,242 shares; 2025Q4: 12,405 shares; 2026Q1: 22,069 shares 22,069 $4.27M <0.01% +9,664 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 112,169 shares; 2025Q1: 121,494 shares; 2025Q2: 125,926 shares; 2025Q3: 144,576 shares; 2025Q4: 128,814 shares; 2026Q1: 138,692 shares 138,692 $4.26M <0.01% +9,878 Timeline BAB 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: 80,662 shares; 2024Q4: 120,217 shares; 2025Q1: 112,301 shares; 2025Q2: 104,132 shares; 2025Q3: 112,065 shares; 2025Q4: 139,181 shares; 2026Q1: 158,496 shares 158,496 $4.23M <0.01% +19,315 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,712 shares; 2024Q4: 69,410 shares; 2025Q1: 91,626 shares; 2025Q2: 103,755 shares; 2025Q3: 99,385 shares; 2025Q4: 93,916 shares; 2026Q1: 95,316 shares 95,316 $4.23M <0.01% +1,400 Timeline PFXF 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: 49,481 shares; 2024Q4: 103,766 shares; 2025Q1: 160,973 shares; 2025Q2: 186,484 shares; 2025Q3: 205,810 shares; 2025Q4: 227,258 shares; 2026Q1: 242,550 shares 242,550 $4.22M <0.01% +15,292 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 3,975 shares; 2025Q1: 6,893 shares; 2025Q2: 71,719 shares; 2025Q3: 112,243 shares; 2025Q4: 178,214 shares; 2026Q1: 246,647 shares 246,647 $4.22M <0.01% +68,433 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 27,809 shares; 2025Q1: 33,931 shares; 2025Q2: 33,425 shares; 2025Q3: 40,536 shares; 2025Q4: 47,085 shares; 2026Q1: 48,668 shares 48,668 $4.22M <0.01% +1,583 Timeline PSI 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: 5,900 shares; 2024Q4: 10,903 shares; 2025Q1: 16,466 shares; 2025Q2: 21,588 shares; 2025Q3: 24,007 shares; 2025Q4: 33,022 shares; 2026Q1: 45,075 shares 45,075 $4.2M <0.01% +12,053 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,905 shares; 2024Q4: 65,250 shares; 2025Q1: 85,574 shares; 2025Q2: 118,781 shares; 2025Q3: 144,976 shares; 2025Q4: 160,639 shares; 2026Q1: 181,084 shares 181,084 $4.2M <0.01% +20,445 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 8,865 shares; 2025Q1: 22,944 shares; 2025Q2: 49,337 shares; 2025Q3: 68,653 shares; 2025Q4: 83,523 shares; 2026Q1: 98,909 shares 98,909 $4.19M <0.01% +15,386 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,278 shares; 2024Q4: 60,713 shares; 2025Q1: 73,702 shares; 2025Q2: 86,004 shares; 2025Q3: 119,071 shares; 2025Q4: 188,319 shares; 2026Q1: 266,799 shares 266,799 $4.17M <0.01% +78,480 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,527 shares; 2024Q4: 141,398 shares; 2025Q1: 189,074 shares; 2025Q2: 225,796 shares; 2025Q3: 232,134 shares; 2025Q4: 248,720 shares; 2026Q1: 280,904 shares 280,904 $4.16M <0.01% +32,184 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 4,648 shares; 2025Q1: 4,119 shares; 2025Q2: 3,572 shares; 2025Q3: 5,301 shares; 2025Q4: 6,152 shares; 2026Q1: 36,971 shares 36,971 $4.14M <0.01% +30,819 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 8,578 shares; 2025Q1: 12,600 shares; 2025Q2: 14,999 shares; 2025Q3: 17,045 shares; 2025Q4: 19,956 shares; 2026Q1: 30,981 shares 30,981 $4.13M <0.01% +11,025 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 175 shares; 2025Q1: 197 shares; 2025Q2: 112 shares; 2025Q3: 104 shares; 2025Q4: 118 shares; 2026Q1: 3,348 shares 3,348 $4.13M <0.01% +3,230 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 8,681 shares; 2025Q1: 11,799 shares; 2025Q2: 15,782 shares; 2025Q3: 20,947 shares; 2025Q4: 25,884 shares; 2026Q1: 31,994 shares 31,994 $4.12M <0.01% +6,110 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,219 shares; 2025Q1: 2,237 shares; 2025Q2: 3,219 shares; 2025Q3: 4,108 shares; 2025Q4: 4,691 shares; 2026Q1: 241,632 shares 241,632 $4.12M <0.01% +236,941 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 503 shares; 2026Q1: 45,861 shares 45,861 $4.12M <0.01% +45,358 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 37,718 shares; 2025Q1: 57,216 shares; 2025Q2: 66,183 shares; 2025Q3: 71,439 shares; 2025Q4: 74,956 shares; 2026Q1: 80,987 shares 80,987 $4.11M <0.01% +6,031 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 829 shares; 2025Q1: 918 shares; 2025Q2: 1,173 shares; 2025Q3: 1,535 shares; 2025Q4: 1,951 shares; 2026Q1: 10,898 shares 10,898 $4.11M <0.01% +8,947 Timeline BSJT 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: 19,289 shares; 2025Q2: 70,796 shares; 2025Q3: 101,176 shares; 2025Q4: 146,653 shares; 2026Q1: 195,551 shares 195,551 $4.07M <0.01% +48,898 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,472 shares; 2024Q4: 73,385 shares; 2025Q1: 85,298 shares; 2025Q2: 88,752 shares; 2025Q3: 91,820 shares; 2025Q4: 70,339 shares; 2026Q1: 73,058 shares 73,058 $4.07M <0.01% +2,719 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,866 shares; 2025Q1: 14,077 shares; 2025Q2: 38,684 shares; 2025Q3: 38,510 shares; 2025Q4: 44,165 shares; 2026Q1: 50,055 shares 50,055 $4.06M <0.01% +5,890 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 55 shares; 2025Q1: 230 shares; 2025Q2: 278 shares; 2025Q3: 484 shares; 2025Q4: 528 shares; 2026Q1: 22,272 shares 22,272 $4.06M <0.01% +21,744 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 5,731 shares; 2025Q1: 2,087 shares; 2025Q2: 4,541 shares; 2025Q3: 6,865 shares; 2025Q4: 20,872 shares; 2026Q1: 186,611 shares 186,611 $4.05M <0.01% +165,739 Timeline JPEM 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: 17,771 shares; 2024Q4: 25,253 shares; 2025Q1: 25,026 shares; 2025Q2: 30,064 shares; 2025Q3: 35,636 shares; 2025Q4: 44,797 shares; 2026Q1: 67,271 shares 67,271 $4.05M <0.01% +22,474 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,043 shares; 2024Q4: 226,858 shares; 2025Q1: 410,597 shares; 2025Q2: 349,311 shares; 2025Q3: 383,038 shares; 2025Q4: 394,990 shares; 2026Q1: 426,167 shares 426,167 $4.03M <0.01% +31,177 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 9,532 shares; 2025Q1: 19,340 shares; 2025Q2: 23,524 shares; 2025Q3: 40,594 shares; 2025Q4: 60,770 shares; 2026Q1: 115,152 shares 115,152 $4.02M <0.01% +54,382 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 7,230 shares; 2025Q1: 7,673 shares; 2025Q2: 20,962 shares; 2025Q3: 51,403 shares; 2025Q4: 62,465 shares; 2026Q1: 73,305 shares 73,305 $4.01M <0.01% +10,840 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 8,680 shares; 2025Q1: 17,809 shares; 2025Q2: 61,824 shares; 2025Q3: 59,024 shares; 2025Q4: 77,264 shares; 2026Q1: 80,351 shares 80,351 $4M <0.01% +3,087 Timeline DHS 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: 1,469 shares; 2024Q4: 3,985 shares; 2025Q1: 5,991 shares; 2025Q2: 33,896 shares; 2025Q3: 33,295 shares; 2025Q4: 34,896 shares; 2026Q1: 37,086 shares 37,086 $3.99M <0.01% +2,190 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,561 shares; 2025Q1: 13,107 shares; 2025Q2: 15,594 shares; 2025Q3: 20,717 shares; 2025Q4: 27,472 shares; 2026Q1: 55,429 shares 55,429 $3.97M <0.01% +27,957 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 14,039 shares; 2025Q1: 13,748 shares; 2025Q2: 13,860 shares; 2025Q3: 15,788 shares; 2025Q4: 20,577 shares; 2026Q1: 75,736 shares 75,736 $3.96M <0.01% +55,159 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: 2,391 shares; 2025Q2: 1,911 shares; 2025Q3: 3,110 shares; 2025Q4: 12,107 shares; 2026Q1: 70,746 shares 70,746 $3.96M <0.01% +58,639 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 11,963 shares; 2025Q1: 14,727 shares; 2025Q2: 22,262 shares; 2025Q3: 26,648 shares; 2025Q4: 35,394 shares; 2026Q1: 238,102 shares 238,102 $3.95M <0.01% +202,708 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,576 shares; 2025Q1: 2,912 shares; 2025Q2: 4,632 shares; 2025Q3: 6,397 shares; 2025Q4: 7,321 shares; 2026Q1: 43,751 shares 43,751 $3.95M <0.01% +36,430 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,888 shares; 2025Q1: 2,133 shares; 2025Q2: 2,839 shares; 2025Q3: 2,913 shares; 2025Q4: 4,458 shares; 2026Q1: 17,854 shares 17,854 $3.94M <0.01% +13,396 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 5,915 shares; 2025Q1: 11,741 shares; 2025Q2: 17,435 shares; 2025Q3: 22,369 shares; 2025Q4: 36,876 shares; 2026Q1: 58,089 shares 58,089 $3.94M <0.01% +21,213 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,473 shares; 2024Q4: 30,114 shares; 2025Q1: 37,489 shares; 2025Q2: 41,038 shares; 2025Q3: 35,333 shares; 2025Q4: 38,983 shares; 2026Q1: 56,509 shares 56,509 $3.93M <0.01% +17,526 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 13,993 shares; 2025Q1: 18,694 shares; 2025Q2: 28,345 shares; 2025Q3: 34,508 shares; 2025Q4: 37,945 shares; 2026Q1: 112,823 shares 112,823 $3.93M <0.01% +74,878 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 302 shares; 2025Q1: 669 shares; 2025Q2: 409 shares; 2025Q3: 934 shares; 2025Q4: 1,472 shares; 2026Q1: 117,659 shares 117,659 $3.92M <0.01% +116,187 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 99,844 shares; 2025Q1: 147,937 shares; 2025Q2: 141,116 shares; 2025Q3: 149,971 shares; 2025Q4: 165,845 shares; 2026Q1: 176,295 shares 176,295 $3.91M <0.01% +10,450 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 281 shares; 2025Q2: 321 shares; 2025Q3: 518 shares; 2025Q4: 870 shares; 2026Q1: 106,931 shares 106,931 $3.91M <0.01% +106,061 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,025 shares; 2024Q4: 81,691 shares; 2025Q1: 100,578 shares; 2025Q2: 107,278 shares; 2025Q3: 106,283 shares; 2025Q4: 95,278 shares; 2026Q1: 90,090 shares 90,090 $3.91M <0.01% -5,188 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 223 shares; 2025Q1: 297 shares; 2025Q2: 409 shares; 2025Q3: 502 shares; 2025Q4: 545 shares; 2026Q1: 16,198 shares 16,198 $3.88M <0.01% +15,653 Timeline SIL 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: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 14,166 shares; 2026Q1: 46,073 shares 46,073 $3.88M <0.01% +31,907 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,825 shares; 2025Q1: 2,866 shares; 2025Q2: 4,228 shares; 2025Q3: 7,050 shares; 2025Q4: 8,520 shares; 2026Q1: 19,078 shares 19,078 $3.87M <0.01% +10,558 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 2,303 shares; 2025Q1: 1,320 shares; 2025Q2: 691 shares; 2025Q3: 1,064 shares; 2025Q4: 748 shares; 2026Q1: 225,375 shares 225,375 $3.86M <0.01% +224,627 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 2,192 shares; 2025Q1: 2,585 shares; 2025Q2: 2,315 shares; 2025Q3: 2,561 shares; 2025Q4: 3,352 shares; 2026Q1: 9,595 shares 9,595 $3.85M <0.01% +6,243 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 105 shares; 2025Q1: 677 shares; 2025Q2: 989 shares; 2025Q3: 1,083 shares; 2025Q4: 1,185 shares; 2026Q1: 7,127 shares 7,127 $3.83M <0.01% +5,942 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,609 shares; 2025Q1: 6,963 shares; 2025Q2: 10,653 shares; 2025Q3: 24,092 shares; 2025Q4: 25,789 shares; 2026Q1: 149,326 shares 149,326 $3.83M <0.01% +123,537 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,848 shares; 2025Q1: 2,666 shares; 2025Q2: 3,113 shares; 2025Q3: 4,287 shares; 2025Q4: 5,004 shares; 2026Q1: 19,579 shares 19,579 $3.83M <0.01% +14,575 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 523 shares; 2025Q1: 493 shares; 2025Q2: 611 shares; 2025Q3: 1,067 shares; 2025Q4: 1,315 shares; 2026Q1: 12,968 shares 12,968 $3.8M <0.01% +11,653 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 10,393 shares; 2025Q1: 14,075 shares; 2025Q2: 19,298 shares; 2025Q3: 25,049 shares; 2025Q4: 33,473 shares; 2026Q1: 47,752 shares 47,752 $3.79M <0.01% +14,279 Timeline SCHV 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: 564 shares; 2024Q4: 9,006 shares; 2025Q1: 25,352 shares; 2025Q2: 57,881 shares; 2025Q3: 82,643 shares; 2025Q4: 96,968 shares; 2026Q1: 124,988 shares 124,988 $3.75M <0.01% +28,020 Timeline JEMA 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: 3,096 shares; 2024Q4: 5,483 shares; 2025Q1: 12,048 shares; 2025Q2: 18,782 shares; 2025Q3: 21,571 shares; 2025Q4: 49,426 shares; 2026Q1: 73,965 shares 73,965 $3.75M <0.01% +24,539 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 22,417 shares; 2025Q1: 41,975 shares; 2025Q2: 57,491 shares; 2025Q3: 90,047 shares; 2025Q4: 129,866 shares; 2026Q1: 161,319 shares 161,319 $3.73M <0.01% +31,453 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 28 shares; 2025Q1: 76 shares; 2025Q2: 794 shares; 2025Q3: 393 shares; 2025Q4: 547 shares; 2026Q1: 27,578 shares 27,578 $3.73M <0.01% +27,031 Timeline FNDB 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: 735 shares; 2024Q4: 6,333 shares; 2025Q1: 18,489 shares; 2025Q2: 52,895 shares; 2025Q3: 78,469 shares; 2025Q4: 99,362 shares; 2026Q1: 139,320 shares 139,320 $3.72M <0.01% +39,958 Timeline PIZ 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 1,684 shares; 2025Q2: 5,751 shares; 2025Q3: 19,148 shares; 2025Q4: 45,540 shares; 2026Q1: 77,480 shares 77,480 $3.7M <0.01% +31,940 Timeline FNDE 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: 9,402 shares; 2024Q4: 16,307 shares; 2025Q1: 28,139 shares; 2025Q2: 40,671 shares; 2025Q3: 52,732 shares; 2025Q4: 68,366 shares; 2026Q1: 99,464 shares 99,464 $3.7M <0.01% +31,098 Timeline IYG 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: 11,769 shares; 2024Q4: 17,156 shares; 2025Q1: 29,112 shares; 2025Q2: 32,970 shares; 2025Q3: 36,018 shares; 2025Q4: 41,203 shares; 2026Q1: 46,087 shares 46,087 $3.69M <0.01% +4,884 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,911 shares; 2025Q1: 4,203 shares; 2025Q2: 5,808 shares; 2025Q3: 6,321 shares; 2025Q4: 6,235 shares; 2026Q1: 29,749 shares 29,749 $3.68M <0.01% +23,514 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 18,156 shares; 2025Q1: 25,436 shares; 2025Q2: 33,529 shares; 2025Q3: 37,589 shares; 2025Q4: 45,788 shares; 2026Q1: 56,101 shares 56,101 $3.67M <0.01% +10,313 Timeline XBI 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: 7,775 shares; 2024Q4: 20,667 shares; 2025Q1: 18,894 shares; 2025Q2: 16,541 shares; 2025Q3: 16,312 shares; 2025Q4: 17,818 shares; 2026Q1: 30,655 shares 30,655 $3.67M <0.01% +12,837 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 8,462 shares; 2025Q1: 11,203 shares; 2025Q2: 13,892 shares; 2025Q3: 14,640 shares; 2025Q4: 17,852 shares; 2026Q1: 22,603 shares 22,603 $3.66M <0.01% +4,751 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 4,595 shares; 2025Q1: 7,249 shares; 2025Q2: 8,136 shares; 2025Q3: 11,989 shares; 2025Q4: 13,660 shares; 2026Q1: 52,071 shares 52,071 $3.66M <0.01% +38,411 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,184 shares; 2025Q1: 6,124 shares; 2025Q2: 15,504 shares; 2025Q3: 20,058 shares; 2025Q4: 22,121 shares; 2026Q1: 24,271 shares 24,271 $3.66M <0.01% +2,150 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,737 shares; 2024Q4: 34,774 shares; 2025Q1: 47,845 shares; 2025Q2: 65,871 shares; 2025Q3: 77,920 shares; 2025Q4: 91,172 shares; 2026Q1: 106,019 shares 106,019 $3.66M <0.01% +14,847 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 7,286 shares; 2025Q1: 11,279 shares; 2025Q2: 19,884 shares; 2025Q3: 32,922 shares; 2025Q4: 55,323 shares; 2026Q1: 81,812 shares 81,812 $3.65M <0.01% +26,489 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 423 shares; 2025Q1: 617 shares; 2025Q2: 1,009 shares; 2025Q3: 1,286 shares; 2025Q4: 1,304 shares; 2026Q1: 21,720 shares 21,720 $3.64M <0.01% +20,416 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 4,043 shares; 2025Q1: 8,845 shares; 2025Q2: 17,238 shares; 2025Q3: 19,450 shares; 2025Q4: 20,218 shares; 2026Q1: 127,535 shares 127,535 $3.62M <0.01% +107,317 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,580 shares; 2025Q4: 31,149 shares; 2026Q1: 70,942 shares 70,942 $3.62M <0.01% +39,793 Timeline IHAK 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: 13,977 shares; 2024Q4: 27,000 shares; 2025Q1: 45,574 shares; 2025Q2: 60,471 shares; 2025Q3: 74,986 shares; 2025Q4: 84,135 shares; 2026Q1: 84,719 shares 84,719 $3.61M <0.01% +584 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,975 shares; 2025Q1: 1,951 shares; 2025Q2: 2,803 shares; 2025Q3: 3,873 shares; 2025Q4: 6,016 shares; 2026Q1: 44,232 shares 44,232 $3.61M <0.01% +38,216 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 174 shares; 2025Q1: 106 shares; 2025Q2: 158 shares; 2025Q3: 994 shares; 2025Q4: 1,455 shares; 2026Q1: 14,531 shares 14,531 $3.6M <0.01% +13,076 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 5,494 shares; 2025Q1: 10,772 shares; 2025Q2: 13,634 shares; 2025Q3: 15,870 shares; 2025Q4: 35,440 shares; 2026Q1: 39,680 shares 39,680 $3.6M <0.01% +4,240 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 48,883 shares; 2025Q1: 64,486 shares; 2025Q2: 85,826 shares; 2025Q3: 179,715 shares; 2025Q4: 239,210 shares; 2026Q1: 258,412 shares 258,412 $3.59M <0.01% +19,202 Timeline NUMG 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: 34,839 shares; 2024Q4: 41,917 shares; 2025Q1: 50,069 shares; 2025Q2: 55,010 shares; 2025Q3: 63,738 shares; 2025Q4: 72,569 shares; 2026Q1: 89,527 shares 89,527 $3.58M <0.01% +16,958 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 716 shares; 2025Q1: 980 shares; 2025Q2: 717 shares; 2025Q3: 868 shares; 2025Q4: 938 shares; 2026Q1: 37,174 shares 37,174 $3.58M <0.01% +36,236 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 6,781 shares; 2025Q1: 18,119 shares; 2025Q2: 26,653 shares; 2025Q3: 32,782 shares; 2025Q4: 34,940 shares; 2026Q1: 134,267 shares 134,267 $3.57M <0.01% +99,327 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 8,865 shares; 2025Q1: 10,554 shares; 2025Q2: 11,924 shares; 2025Q3: 20,093 shares; 2025Q4: 29,463 shares; 2026Q1: 37,198 shares 37,198 $3.57M <0.01% +7,735 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 11,353 shares; 2025Q1: 15,922 shares; 2025Q2: 21,088 shares; 2025Q3: 26,391 shares; 2025Q4: 50,428 shares; 2026Q1: 65,509 shares 65,509 $3.57M <0.01% +15,081 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $3.55M <0.01% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 12,579 shares; 2025Q1: 17,611 shares; 2025Q2: 31,176 shares; 2025Q3: 31,193 shares; 2025Q4: 41,655 shares; 2026Q1: 74,351 shares 74,351 $3.52M <0.01% +32,696 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 213 shares; 2025Q2: 253 shares; 2025Q3: 517 shares; 2025Q4: 610 shares; 2026Q1: 105,471 shares 105,471 $3.52M <0.01% +104,861 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,707 shares; 2024Q4: 145,026 shares; 2025Q1: 155,139 shares; 2025Q2: 152,755 shares; 2025Q3: 163,080 shares; 2025Q4: 161,453 shares; 2026Q1: 179,147 shares 179,147 $3.48M <0.01% +17,694 Timeline MLPX 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: 15,394 shares; 2024Q4: 22,798 shares; 2025Q1: 28,198 shares; 2025Q2: 30,948 shares; 2025Q3: 34,024 shares; 2025Q4: 42,000 shares; 2026Q1: 45,918 shares 45,918 $3.46M <0.01% +3,918 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 24,659 shares; 2025Q1: 31,236 shares; 2025Q2: 38,950 shares; 2025Q3: 43,461 shares; 2025Q4: 52,598 shares; 2026Q1: 85,607 shares 85,607 $3.46M <0.01% +33,009 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,215 shares; 2025Q1: 1,536 shares; 2025Q2: 3,911 shares; 2025Q3: 6,115 shares; 2025Q4: 7,677 shares; 2026Q1: 21,088 shares 21,088 $3.46M <0.01% +13,411 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 5,290 shares; 2025Q1: 5,444 shares; 2025Q2: 5,454 shares; 2025Q3: 7,009 shares; 2025Q4: 5,755 shares; 2026Q1: 26,247 shares 26,247 $3.44M <0.01% +20,492 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 35,414 shares; 2025Q1: 42,921 shares; 2025Q2: 59,025 shares; 2025Q3: 86,064 shares; 2025Q4: 120,905 shares; 2026Q1: 161,050 shares 161,050 $3.43M <0.01% +40,145 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 3,142 shares; 2025Q1: 6,446 shares; 2025Q2: 9,972 shares; 2025Q3: 14,224 shares; 2025Q4: 16,803 shares; 2026Q1: 28,087 shares 28,087 $3.42M <0.01% +11,284 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 12,112 shares; 2025Q1: 16,858 shares; 2025Q2: 36,392 shares; 2025Q3: 41,157 shares; 2025Q4: 45,659 shares; 2026Q1: 51,492 shares 51,492 $3.42M <0.01% +5,833 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,259 shares; 2026Q1: 155,165 shares 155,165 $3.41M <0.01% +151,906 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 25,522 shares; 2025Q1: 44,470 shares; 2025Q2: 57,278 shares; 2025Q3: 66,556 shares; 2025Q4: 75,392 shares; 2026Q1: 85,217 shares 85,217 $3.41M <0.01% +9,825 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 5,685 shares; 2025Q1: 5,681 shares; 2025Q2: 5,165 shares; 2025Q3: 6,172 shares; 2025Q4: 15,329 shares; 2026Q1: 116,838 shares 116,838 $3.41M <0.01% +101,509 Timeline HCRB 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: 5,609 shares; 2024Q4: 10,516 shares; 2025Q1: 18,165 shares; 2025Q2: 32,565 shares; 2025Q3: 51,676 shares; 2025Q4: 80,953 shares; 2026Q1: 97,186 shares 97,186 $3.39M <0.01% +16,233 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 2,029 shares; 2025Q1: 3,054 shares; 2025Q2: 3,670 shares; 2025Q3: 4,935 shares; 2025Q4: 4,317 shares; 2026Q1: 20,003 shares 20,003 $3.38M <0.01% +15,686 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 18,336 shares; 2025Q1: 27,429 shares; 2025Q2: 38,089 shares; 2025Q3: 46,158 shares; 2025Q4: 66,881 shares; 2026Q1: 83,255 shares 83,255 $3.37M <0.01% +16,374 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 17,758 shares; 2025Q1: 41,571 shares; 2025Q2: 56,207 shares; 2025Q3: 85,931 shares; 2025Q4: 120,957 shares; 2026Q1: 155,004 shares 155,004 $3.37M <0.01% +34,047 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 2,250 shares; 2025Q1: 4,471 shares; 2025Q2: 11,847 shares; 2025Q3: 24,706 shares; 2025Q4: 47,495 shares; 2026Q1: 67,462 shares 67,462 $3.35M <0.01% +19,967 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 9,880 shares; 2025Q1: 13,857 shares; 2025Q2: 16,043 shares; 2025Q3: 17,963 shares; 2025Q4: 20,316 shares; 2026Q1: 28,338 shares 28,338 $3.34M <0.01% +8,022 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 8,559 shares; 2025Q1: 14,118 shares; 2025Q2: 20,146 shares; 2025Q3: 28,024 shares; 2025Q4: 47,031 shares; 2026Q1: 50,379 shares 50,379 $3.34M <0.01% +3,348 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 19,829 shares; 2025Q1: 27,026 shares; 2025Q2: 32,187 shares; 2025Q3: 35,905 shares; 2025Q4: 43,141 shares; 2026Q1: 48,561 shares 48,561 $3.34M <0.01% +5,420 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 303 shares; 2025Q1: 324 shares; 2025Q2: 971 shares; 2025Q3: 1,525 shares; 2025Q4: 1,620 shares; 2026Q1: 18,152 shares 18,152 $3.32M <0.01% +16,532 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,325 shares; 2025Q1: 7,190 shares; 2025Q2: 5,789 shares; 2025Q3: 5,587 shares; 2025Q4: 21,690 shares; 2026Q1: 64,721 shares 64,721 $3.32M <0.01% +43,031 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,428 shares; 2024Q4: 68,463 shares; 2025Q1: 166,026 shares; 2025Q2: 234,469 shares; 2025Q3: 256,171 shares; 2025Q4: 299,441 shares; 2026Q1: 332,919 shares 332,919 $3.31M <0.01% +33,478 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 17,428 shares; 2025Q1: 22,888 shares; 2025Q2: 27,815 shares; 2025Q3: 33,140 shares; 2025Q4: 56,431 shares; 2026Q1: 65,036 shares 65,036 $3.29M <0.01% +8,605 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,908 shares 94,908 $3.28M <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,389 shares; 2025Q1: 2,499 shares; 2025Q2: 5,399 shares; 2025Q3: 8,749 shares; 2025Q4: 18,361 shares; 2026Q1: 31,611 shares 31,611 $3.25M <0.01% +13,250 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 6,034 shares; 2025Q1: 8,671 shares; 2025Q2: 10,759 shares; 2025Q3: 13,972 shares; 2025Q4: 15,898 shares; 2026Q1: 39,931 shares 39,931 $3.22M <0.01% +24,033 Timeline VMBS 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: 28,184 shares; 2024Q4: 30,087 shares; 2025Q1: 36,709 shares; 2025Q2: 40,914 shares; 2025Q3: 61,285 shares; 2025Q4: 70,140 shares; 2026Q1: 68,971 shares 68,971 $3.22M <0.01% -1,169 Timeline SPEM 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: 8,248 shares; 2024Q4: 13,494 shares; 2025Q1: 17,830 shares; 2025Q2: 21,236 shares; 2025Q3: 29,760 shares; 2025Q4: 43,484 shares; 2026Q1: 70,597 shares 70,597 $3.22M <0.01% +27,113 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 5,924 shares; 2025Q1: 4,943 shares; 2025Q2: 5,449 shares; 2025Q3: 5,916 shares; 2025Q4: 6,280 shares; 2026Q1: 28,038 shares 28,038 $3.21M <0.01% +21,758 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,231 shares; 2024Q4: 28,025 shares; 2025Q1: 19,401 shares; 2025Q2: 18,011 shares; 2025Q3: 18,193 shares; 2025Q4: 15,822 shares; 2026Q1: 186,582 shares 186,582 $3.2M <0.01% +170,760 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 134 shares; 2025Q1: 97 shares; 2025Q2: 404 shares; 2025Q3: 617 shares; 2025Q4: 826 shares; 2026Q1: 129,122 shares 129,122 $3.18M <0.01% +128,296 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,094 shares; 2025Q1: 21,705 shares; 2025Q2: 34,803 shares; 2025Q3: 72,391 shares; 2025Q4: 88,982 shares; 2026Q1: 133,660 shares 133,660 $3.18M <0.01% +44,678 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 125 shares; 2025Q1: 164 shares; 2025Q2: 1,067 shares; 2025Q3: 2,228 shares; 2025Q4: 3,408 shares; 2026Q1: 69,213 shares 69,213 $3.17M <0.01% +65,805 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 4,046 shares; 2025Q1: 5,427 shares; 2025Q2: 6,322 shares; 2025Q3: 7,456 shares; 2025Q4: 22,468 shares; 2026Q1: 33,600 shares 33,600 $3.16M <0.01% +11,132 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 9,921 shares; 2025Q1: 11,971 shares; 2025Q2: 14,433 shares; 2025Q3: 16,941 shares; 2025Q4: 21,849 shares; 2026Q1: 28,271 shares 28,271 $3.16M <0.01% +6,422 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 8,726 shares; 2025Q1: 19,313 shares; 2025Q2: 36,877 shares; 2025Q3: 46,955 shares; 2025Q4: 65,431 shares; 2026Q1: 91,049 shares 91,049 $3.14M <0.01% +25,618 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 246 shares; 2025Q1: 428 shares; 2025Q2: 1,279 shares; 2025Q3: 1,444 shares; 2025Q4: 1,567 shares; 2026Q1: 21,996 shares 21,996 $3.13M <0.01% +20,429 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 7,429 shares; 2025Q1: 10,867 shares; 2025Q2: 12,193 shares; 2025Q3: 12,554 shares; 2025Q4: 13,155 shares; 2026Q1: 29,419 shares 29,419 $3.13M <0.01% +16,264 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 67,339 shares; 2025Q1: 76,121 shares; 2025Q2: 97,972 shares; 2025Q3: 121,000 shares; 2025Q4: 128,699 shares; 2026Q1: 135,240 shares 135,240 $3.08M <0.01% +6,541 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,632 shares; 2025Q1: 39,272 shares; 2025Q2: 44,485 shares; 2025Q3: 57,218 shares; 2025Q4: 73,325 shares; 2026Q1: 111,493 shares 111,493 $3.08M <0.01% +38,168 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 809 shares; 2025Q1: 388 shares; 2025Q2: 391 shares; 2025Q3: 409 shares; 2025Q4: 421 shares; 2026Q1: 10,771 shares 10,771 $3.07M <0.01% +10,350 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 1,937 shares; 2025Q1: 3,159 shares; 2025Q2: 2,050 shares; 2025Q3: 3,118 shares; 2025Q4: 3,119 shares; 2026Q1: 166,452 shares 166,452 $3.05M <0.01% +163,333 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,015 shares; 2025Q4: 70,556 shares; 2026Q1: 139,456 shares 139,456 $3.04M <0.01% +68,900 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,944 shares; 2025Q1: 9,431 shares; 2025Q2: 13,132 shares; 2025Q3: 13,169 shares; 2025Q4: 18,747 shares; 2026Q1: 77,271 shares 77,271 $3.04M <0.01% +58,524 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 461 shares; 2025Q1: 1,764 shares; 2025Q2: 5,508 shares; 2025Q3: 19,364 shares; 2025Q4: 28,091 shares; 2026Q1: 58,245 shares 58,245 $3.01M <0.01% +30,154 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 4,690 shares; 2025Q1: 5,292 shares; 2025Q2: 6,342 shares; 2025Q3: 7,013 shares; 2025Q4: 7,274 shares; 2026Q1: 50,483 shares 50,483 $3M <0.01% +43,209 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,168 shares; 2024Q4: 14,479 shares; 2025Q1: 21,438 shares; 2025Q2: 24,079 shares; 2025Q3: 29,896 shares; 2025Q4: 31,859 shares; 2026Q1: 33,406 shares 33,406 $3M <0.01% +1,547 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 28,058 shares; 2025Q1: 49,402 shares; 2025Q2: 48,686 shares; 2025Q3: 47,122 shares; 2025Q4: 59,613 shares; 2026Q1: 67,555 shares 67,555 $2.99M <0.01% +7,942 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,929 shares; 2025Q4: 51,518 shares; 2026Q1: 118,163 shares 118,163 $2.99M <0.01% +66,645 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,801 shares; 2026Q1: 60,480 shares 60,480 $2.99M <0.01% +8,679 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 12,265 shares; 2025Q1: 17,103 shares; 2025Q2: 22,958 shares; 2025Q3: 30,112 shares; 2025Q4: 36,417 shares; 2026Q1: 54,126 shares 54,126 $2.99M <0.01% +17,709 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 1,018 shares; 2025Q1: 1,053 shares; 2025Q2: 1,167 shares; 2025Q3: 1,395 shares; 2025Q4: 1,514 shares; 2026Q1: 2,814 shares 2,814 $2.98M <0.01% +1,300 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 14,321 shares; 2025Q1: 14,439 shares; 2025Q2: 15,423 shares; 2025Q3: 17,385 shares; 2025Q4: 18,683 shares; 2026Q1: 25,310 shares 25,310 $2.97M <0.01% +6,627 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 186 shares; 2025Q1: 347 shares; 2025Q2: 600 shares; 2025Q3: 704 shares; 2025Q4: 820 shares; 2026Q1: 23,151 shares 23,151 $2.97M <0.01% +22,331 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 5,195 shares; 2025Q1: 5,682 shares; 2025Q2: 6,383 shares; 2025Q3: 13,043 shares; 2025Q4: 12,400 shares; 2026Q1: 71,398 shares 71,398 $2.97M <0.01% +58,998 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 19,161 shares; 2025Q1: 23,867 shares; 2025Q2: 29,743 shares; 2025Q3: 32,354 shares; 2025Q4: 36,228 shares; 2026Q1: 59,267 shares 59,267 $2.95M <0.01% +23,039 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,823 shares; 2025Q4: 57,109 shares; 2026Q1: 83,215 shares 83,215 $2.94M <0.01% +26,106 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 365 shares; 2025Q1: 1,191 shares; 2025Q2: 1,418 shares; 2025Q3: 5,219 shares; 2025Q4: 72,668 shares; 2026Q1: 267,594 shares 267,594 $2.93M <0.01% +194,926 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 4,803 shares; 2025Q1: 11,207 shares; 2025Q2: 17,653 shares; 2025Q3: 19,172 shares; 2025Q4: 24,701 shares; 2026Q1: 37,954 shares 37,954 $2.92M <0.01% +13,253 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 2,450 shares; 2025Q1: 13,649 shares; 2025Q2: 33,234 shares; 2025Q3: 53,690 shares; 2025Q4: 68,742 shares; 2026Q1: 87,786 shares 87,786 $2.92M <0.01% +19,044 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 86 shares; 2025Q1: 2,334 shares; 2025Q2: 2,697 shares; 2025Q3: 3,147 shares; 2025Q4: 4,284 shares; 2026Q1: 13,628 shares 13,628 $2.92M <0.01% +9,344 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 11,261 shares; 2025Q1: 20,939 shares; 2025Q2: 29,767 shares; 2025Q3: 44,715 shares; 2025Q4: 57,489 shares; 2026Q1: 63,666 shares 63,666 $2.91M <0.01% +6,177 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 5,866 shares; 2025Q1: 7,215 shares; 2025Q2: 8,102 shares; 2025Q3: 10,336 shares; 2025Q4: 9,447 shares; 2026Q1: 12,581 shares 12,581 $2.9M <0.01% +3,134 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 7,751 shares; 2025Q1: 8,791 shares; 2025Q2: 5,791 shares; 2025Q3: 5,043 shares; 2025Q4: 5,593 shares; 2026Q1: 83,076 shares 83,076 $2.89M <0.01% +77,483 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 162 shares; 2025Q1: 164 shares; 2025Q2: 2,562 shares; 2025Q3: 3,312 shares; 2025Q4: 2,803 shares; 2026Q1: 26,144 shares 26,144 $2.88M <0.01% +23,341 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 20,789 shares; 2025Q1: 40,035 shares; 2025Q2: 49,700 shares; 2025Q3: 55,855 shares; 2025Q4: 69,244 shares; 2026Q1: 130,563 shares 130,563 $2.87M <0.01% +61,319 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 15,371 shares; 2025Q1: 26,930 shares; 2025Q2: 39,954 shares; 2025Q3: 43,991 shares; 2025Q4: 45,000 shares; 2026Q1: 45,282 shares 45,282 $2.87M <0.01% +282 Timeline BSJU 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: 11,437 shares; 2025Q2: 42,019 shares; 2025Q3: 59,999 shares; 2025Q4: 78,016 shares; 2026Q1: 113,577 shares 113,577 $2.87M <0.01% +35,561 Timeline REET 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: 29,235 shares; 2024Q4: 35,364 shares; 2025Q1: 41,753 shares; 2025Q2: 61,945 shares; 2025Q3: 79,691 shares; 2025Q4: 90,007 shares; 2026Q1: 115,637 shares 115,637 $2.86M <0.01% +25,630 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 1,130 shares; 2025Q1: 973 shares; 2025Q2: 2,562 shares; 2025Q3: 2,056 shares; 2025Q4: 3,899 shares; 2026Q1: 19,764 shares 19,764 $2.86M <0.01% +15,865 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 31,037 shares; 2025Q1: 52,702 shares; 2025Q2: 79,283 shares; 2025Q3: 49,126 shares; 2025Q4: 59,611 shares; 2026Q1: 56,781 shares 56,781 $2.86M <0.01% -2,830 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 4,507 shares; 2025Q1: 4,995 shares; 2025Q2: 6,801 shares; 2025Q3: 9,039 shares; 2025Q4: 9,209 shares; 2026Q1: 29,224 shares 29,224 $2.85M <0.01% +20,015 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 9,110 shares; 2025Q1: 13,558 shares; 2025Q2: 42,338 shares; 2025Q3: 50,319 shares; 2025Q4: 76,971 shares; 2026Q1: 120,130 shares 120,130 $2.85M <0.01% +43,159 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 10,689 shares; 2025Q1: 22,966 shares; 2025Q2: 35,893 shares; 2025Q3: 68,965 shares; 2025Q4: 85,374 shares; 2026Q1: 116,090 shares 116,090 $2.84M <0.01% +30,716 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,895 shares; 2024Q4: 53,771 shares; 2025Q1: 69,606 shares; 2025Q2: 96,092 shares; 2025Q3: 100,119 shares; 2025Q4: 118,038 shares; 2026Q1: 163,058 shares 163,058 $2.82M <0.01% +45,020 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 337 shares; 2025Q1: 3,223 shares; 2025Q2: 14,573 shares; 2025Q3: 23,897 shares; 2025Q4: 30,551 shares; 2026Q1: 147,460 shares 147,460 $2.8M <0.01% +116,909 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 11,059 shares; 2025Q1: 21,460 shares; 2025Q2: 31,752 shares; 2025Q3: 38,198 shares; 2025Q4: 36,135 shares; 2026Q1: 42,453 shares 42,453 $2.78M <0.01% +6,318 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,926 shares; 2025Q1: 12,653 shares; 2025Q2: 20,911 shares; 2025Q3: 25,105 shares; 2025Q4: 32,020 shares; 2026Q1: 40,414 shares 40,414 $2.77M <0.01% +8,394 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 5,322 shares; 2025Q1: 19,322 shares; 2025Q2: 31,727 shares; 2025Q3: 54,413 shares; 2025Q4: 76,211 shares; 2026Q1: 100,239 shares 100,239 $2.76M <0.01% +24,028 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 4,010 shares; 2025Q1: 4,969 shares; 2025Q2: 6,471 shares; 2025Q3: 8,477 shares; 2025Q4: 10,959 shares; 2026Q1: 17,328 shares 17,328 $2.74M <0.01% +6,369 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 11,769 shares; 2025Q1: 15,201 shares; 2025Q2: 21,164 shares; 2025Q3: 24,770 shares; 2025Q4: 32,433 shares; 2026Q1: 43,237 shares 43,237 $2.74M <0.01% +10,804 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,093 shares; 2025Q1: 2,156 shares; 2025Q2: 3,953 shares; 2025Q3: 7,374 shares; 2025Q4: 8,522 shares; 2026Q1: 14,829 shares 14,829 $2.73M <0.01% +6,307 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 9,368 shares; 2025Q1: 22,387 shares; 2025Q2: 34,063 shares; 2025Q3: 40,209 shares; 2025Q4: 47,588 shares; 2026Q1: 60,808 shares 60,808 $2.73M <0.01% +13,220 Timeline CATH 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: 2,305 shares; 2024Q4: 5,257 shares; 2025Q1: 6,631 shares; 2025Q2: 9,461 shares; 2025Q3: 10,869 shares; 2025Q4: 19,307 shares; 2026Q1: 35,816 shares 35,816 $2.73M <0.01% +16,509 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 516 shares; 2025Q1: 1,394 shares; 2025Q2: 2,984 shares; 2025Q3: 3,283 shares; 2025Q4: 3,006 shares; 2026Q1: 21,331 shares 21,331 $2.72M <0.01% +18,325 Timeline ILTB 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: 6,365 shares; 2024Q4: 17,236 shares; 2025Q1: 21,211 shares; 2025Q2: 22,435 shares; 2025Q3: 24,432 shares; 2025Q4: 39,664 shares; 2026Q1: 55,990 shares 55,990 $2.7M <0.01% +16,326 Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 31,756 shares; 2025Q2: 53,775 shares; 2025Q3: 77,444 shares; 2025Q4: 101,327 shares; 2026Q1: 109,085 shares 109,085 $2.69M <0.01% +7,758 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,624 shares 69,624 $2.69M <0.01% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 458 shares; 2025Q1: 2,480 shares; 2025Q2: 5,272 shares; 2025Q3: 9,232 shares; 2025Q4: 38,039 shares; 2026Q1: 53,581 shares 53,581 $2.69M <0.01% +15,542 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,153 shares; 2026Q1: 270,307 shares 270,307 $2.68M <0.01% +3,154 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,366 shares; 2025Q1: 7,468 shares; 2025Q2: 7,420 shares; 2025Q3: 8,001 shares; 2025Q4: 8,893 shares; 2026Q1: 42,609 shares 42,609 $2.68M <0.01% +33,716 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares; 2026Q1: 52,979 shares 52,979 $2.68M <0.01% +50,837 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 7,833 shares; 2025Q1: 8,432 shares; 2025Q2: 10,010 shares; 2025Q3: 10,846 shares; 2025Q4: 13,039 shares; 2026Q1: 20,247 shares 20,247 $2.67M <0.01% +7,208 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 43,382 shares; 2025Q1: 59,893 shares; 2025Q2: 65,478 shares; 2025Q3: 66,717 shares; 2025Q4: 72,095 shares; 2026Q1: 85,140 shares 85,140 $2.67M <0.01% +13,045 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,251 shares; 2026Q1: 69,731 shares 69,731 $2.66M <0.01% +7,480 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,187 shares 131,187 $2.66M <0.01% new Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,979 shares; 2025Q1: 14,683 shares; 2025Q2: 31,952 shares; 2025Q3: 49,884 shares; 2025Q4: 73,580 shares; 2026Q1: 111,173 shares 111,173 $2.65M <0.01% +37,593 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,518 shares; 2025Q4: 39,964 shares; 2026Q1: 86,787 shares 86,787 $2.64M <0.01% +46,823 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 905 shares; 2025Q1: 959 shares; 2025Q2: 1,091 shares; 2025Q3: 1,224 shares; 2025Q4: 1,238 shares; 2026Q1: 63,986 shares 63,986 $2.63M <0.01% +62,748 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,623 shares; 2025Q1: 4,035 shares; 2025Q2: 4,380 shares; 2025Q3: 6,059 shares; 2025Q4: 11,713 shares; 2026Q1: 22,225 shares 22,225 $2.61M <0.01% +10,512 Timeline TOTR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,573 shares; 2025Q3: 31,895 shares; 2025Q4: 48,502 shares; 2026Q1: 65,240 shares 65,240 $2.6M <0.01% +16,738 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,696 shares; 2025Q1: 4,791 shares; 2025Q2: 8,132 shares; 2025Q3: 15,251 shares; 2025Q4: 17,379 shares; 2026Q1: 30,611 shares 30,611 $2.59M <0.01% +13,232 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,627 shares; 2025Q1: 9,143 shares; 2025Q2: 47,904 shares; 2025Q3: 80,461 shares; 2025Q4: 105,998 shares; 2026Q1: 118,820 shares 118,820 $2.59M <0.01% +12,822 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 3,794 shares; 2025Q1: 4,925 shares; 2025Q2: 6,338 shares; 2025Q3: 6,469 shares; 2025Q4: 7,969 shares; 2026Q1: 15,051 shares 15,051 $2.57M <0.01% +7,082 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,889 shares; 2025Q2: 41,767 shares; 2025Q3: 67,167 shares; 2025Q4: 109,118 shares; 2026Q1: 146,471 shares 146,471 $2.57M <0.01% +37,353 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 19,203 shares; 2026Q1: 50,575 shares 50,575 $2.56M <0.01% +31,372 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 7,110 shares; 2025Q1: 11,923 shares; 2025Q2: 14,949 shares; 2025Q3: 19,258 shares; 2025Q4: 20,921 shares; 2026Q1: 27,192 shares 27,192 $2.56M <0.01% +6,271 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 139 shares; 2025Q3: 287 shares; 2025Q4: 1,041 shares; 2026Q1: 79,141 shares 79,141 $2.56M <0.01% +78,100 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 263 shares; 2025Q1: 1,589 shares; 2025Q2: 2,307 shares; 2025Q3: 1,627 shares; 2025Q4: 1,736 shares; 2026Q1: 10,692 shares 10,692 $2.56M <0.01% +8,956 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 3,378 shares; 2025Q1: 8,108 shares; 2025Q2: 12,378 shares; 2025Q3: 20,535 shares; 2025Q4: 30,985 shares; 2026Q1: 39,750 shares 39,750 $2.55M <0.01% +8,765 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 24,993 shares; 2025Q1: 26,388 shares; 2025Q2: 31,683 shares; 2025Q3: 42,523 shares; 2025Q4: 84,943 shares; 2026Q1: 143,461 shares 143,461 $2.55M <0.01% +58,518 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 3,744 shares; 2025Q1: 11,869 shares; 2025Q2: 11,035 shares; 2025Q3: 13,302 shares; 2025Q4: 14,693 shares; 2026Q1: 55,581 shares 55,581 $2.54M <0.01% +40,888 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 230 shares; 2025Q2: 253 shares; 2025Q3: 288 shares; 2025Q4: 822 shares; 2026Q1: 12,709 shares 12,709 $2.54M <0.01% +11,887 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,964 shares; 2025Q1: 60,479 shares; 2025Q2: 80,074 shares; 2025Q3: 98,858 shares; 2025Q4: 103,938 shares; 2026Q1: 115,532 shares 115,532 $2.54M <0.01% +11,594 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,594 shares 30,594 $2.54M <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 302 shares; 2025Q2: 306 shares; 2025Q3: 483 shares; 2025Q4: 519 shares; 2026Q1: 2,916 shares 2,916 $2.53M <0.01% +2,397 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 5,061 shares; 2025Q1: 7,016 shares; 2025Q2: 8,564 shares; 2025Q3: 10,764 shares; 2025Q4: 12,517 shares; 2026Q1: 15,897 shares 15,897 $2.52M <0.01% +3,380 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 11,162 shares; 2025Q1: 14,280 shares; 2025Q2: 22,253 shares; 2025Q3: 23,404 shares; 2025Q4: 27,913 shares; 2026Q1: 49,716 shares 49,716 $2.51M <0.01% +21,803 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 57,433 shares; 2025Q1: 47,782 shares; 2025Q2: 61,732 shares; 2025Q3: 87,859 shares; 2025Q4: 90,814 shares; 2026Q1: 115,208 shares 115,208 $2.5M <0.01% +24,394 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,338 shares; 2024Q4: 167,816 shares; 2025Q1: 166,220 shares; 2025Q2: 94,206 shares; 2025Q3: 68,153 shares; 2025Q4: 74,043 shares; 2026Q1: 517,679 shares 517,679 $2.5M <0.01% +443,636 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,758 shares 54,758 $2.5M <0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 319 shares; 2025Q1: 509 shares; 2025Q2: 219 shares; 2025Q3: 226 shares; 2025Q4: 261 shares; 2026Q1: 30,586 shares 30,586 $2.49M <0.01% +30,325 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 30,684 shares; 2025Q1: 37,640 shares; 2025Q2: 54,658 shares; 2025Q3: 66,041 shares; 2025Q4: 81,773 shares; 2026Q1: 102,855 shares 102,855 $2.49M <0.01% +21,082 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 6,842 shares; 2025Q1: 8,792 shares; 2025Q2: 9,986 shares; 2025Q3: 12,175 shares; 2025Q4: 14,993 shares; 2026Q1: 15,950 shares 15,950 $2.49M <0.01% +957 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 155,099 shares; 2025Q1: 167,893 shares; 2025Q2: 176,354 shares; 2025Q3: 187,621 shares; 2025Q4: 199,013 shares; 2026Q1: 209,289 shares 209,289 $2.49M <0.01% +10,276 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 12,489 shares; 2025Q1: 15,344 shares; 2025Q2: 18,058 shares; 2025Q3: 18,752 shares; 2025Q4: 17,083 shares; 2026Q1: 28,068 shares 28,068 $2.48M <0.01% +10,985 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 7,101 shares; 2025Q4: 10,314 shares; 2026Q1: 69,798 shares 69,798 $2.48M <0.01% +59,484 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 85 shares; 2025Q2: 175 shares; 2025Q3: 334 shares; 2025Q4: 551 shares; 2026Q1: 5,302 shares 5,302 $2.47M <0.01% +4,751 Timeline DFSD 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: 1,000 shares; 2024Q4: 1,640 shares; 2025Q1: 2,877 shares; 2025Q2: 8,633 shares; 2025Q3: 11,061 shares; 2025Q4: 40,788 shares; 2026Q1: 51,827 shares 51,827 $2.47M <0.01% +11,039 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,569 shares; 2025Q1: 3,414 shares; 2025Q2: 4,838 shares; 2025Q3: 7,373 shares; 2025Q4: 5,006 shares; 2026Q1: 18,275 shares 18,275 $2.47M <0.01% +13,269 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 210 shares; 2025Q2: 281 shares; 2025Q3: 480 shares; 2025Q4: 635 shares; 2026Q1: 45,320 shares 45,320 $2.46M <0.01% +44,685 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 4,840 shares; 2025Q1: 5,044 shares; 2025Q2: 5,710 shares; 2025Q3: 6,780 shares; 2025Q4: 7,517 shares; 2026Q1: 12,626 shares 12,626 $2.45M <0.01% +5,109 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 5,759 shares; 2025Q1: 7,127 shares; 2025Q2: 4,611 shares; 2025Q3: 8,678 shares; 2025Q4: 16,442 shares; 2026Q1: 37,684 shares 37,684 $2.43M <0.01% +21,242 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 5,125 shares; 2025Q3: 22,077 shares; 2025Q4: 48,941 shares; 2026Q1: 72,105 shares 72,105 $2.43M <0.01% +23,164 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 11,161 shares; 2025Q1: 14,579 shares; 2025Q2: 17,861 shares; 2025Q3: 18,660 shares; 2025Q4: 20,313 shares; 2026Q1: 27,405 shares 27,405 $2.39M <0.01% +7,092 Timeline XSLV 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: 12,581 shares; 2024Q4: 22,539 shares; 2025Q1: 33,552 shares; 2025Q2: 44,536 shares; 2025Q3: 51,537 shares; 2025Q4: 50,761 shares; 2026Q1: 51,243 shares 51,243 $2.38M <0.01% +482 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,511 shares; 2025Q2: 13,835 shares; 2025Q3: 29,490 shares; 2025Q4: 44,774 shares; 2026Q1: 53,917 shares 53,917 $2.38M <0.01% +9,143 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 1,123 shares; 2025Q2: 2,244 shares; 2025Q3: 1,909 shares; 2025Q4: 2,186 shares; 2026Q1: 107,665 shares 107,665 $2.38M <0.01% +105,479 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 25,234 shares; 2025Q1: 28,273 shares; 2025Q2: 28,546 shares; 2025Q3: 29,813 shares; 2025Q4: 31,032 shares; 2026Q1: 32,807 shares 32,807 $2.38M <0.01% +1,775 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 6,666 shares; 2025Q1: 7,828 shares; 2025Q2: 12,797 shares; 2025Q3: 22,161 shares; 2025Q4: 29,931 shares; 2026Q1: 42,233 shares 42,233 $2.34M <0.01% +12,302 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,499 shares; 2025Q1: 4,740 shares; 2025Q2: 8,848 shares; 2025Q3: 13,502 shares; 2025Q4: 20,398 shares; 2026Q1: 25,292 shares 25,292 $2.34M <0.01% +4,894 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 3,753 shares; 2025Q1: 2,224 shares; 2025Q2: 3,148 shares; 2025Q3: 4,106 shares; 2025Q4: 5,444 shares; 2026Q1: 32,698 shares 32,698 $2.34M <0.01% +27,254 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 853 shares; 2025Q2: 3,216 shares; 2025Q3: 3,808 shares; 2025Q4: 20,932 shares; 2026Q1: 24,383 shares 24,383 $2.33M <0.01% +3,451 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,734 shares; 2024Q4: 48,244 shares; 2025Q1: 91,307 shares; 2025Q2: 107,665 shares; 2025Q3: 126,185 shares; 2025Q4: 124,468 shares; 2026Q1: 182,597 shares 182,597 $2.33M <0.01% +58,129 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 1,412 shares; 2025Q1: 1,822 shares; 2025Q2: 2,603 shares; 2025Q3: 3,039 shares; 2025Q4: 3,012 shares; 2026Q1: 29,447 shares 29,447 $2.31M <0.01% +26,435 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 36,427 shares; 2025Q1: 55,657 shares; 2025Q2: 61,851 shares; 2025Q3: 76,331 shares; 2025Q4: 109,500 shares; 2026Q1: 168,771 shares 168,771 $2.31M <0.01% +59,271 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 7,250 shares; 2025Q1: 6,423 shares; 2025Q2: 5,939 shares; 2025Q3: 6,553 shares; 2025Q4: 18,610 shares; 2026Q1: 126,316 shares 126,316 $2.31M <0.01% +107,706 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 14,347 shares; 2025Q1: 17,345 shares; 2025Q2: 9,183 shares; 2025Q3: 8,834 shares; 2025Q4: 9,602 shares; 2026Q1: 32,394 shares 32,394 $2.31M <0.01% +22,792 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 22,702 shares; 2025Q1: 32,272 shares; 2025Q2: 35,711 shares; 2025Q3: 35,497 shares; 2025Q4: 27,499 shares; 2026Q1: 38,764 shares 38,764 $2.3M <0.01% +11,265 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 15,147 shares; 2025Q1: 15,122 shares; 2025Q2: 17,228 shares; 2025Q3: 16,164 shares; 2025Q4: 20,611 shares; 2026Q1: 66,019 shares 66,019 $2.3M <0.01% +45,408 Timeline JPIN 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: 4,571 shares; 2024Q4: 10,277 shares; 2025Q1: 14,863 shares; 2025Q2: 16,980 shares; 2025Q3: 22,660 shares; 2025Q4: 26,063 shares; 2026Q1: 33,130 shares 33,130 $2.29M <0.01% +7,067 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 14,856 shares; 2025Q1: 25,901 shares; 2025Q2: 28,745 shares; 2025Q3: 32,293 shares; 2025Q4: 37,641 shares; 2026Q1: 41,909 shares 41,909 $2.28M <0.01% +4,268 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares; 2026Q1: 101,258 shares 101,258 $2.28M <0.01% +92,383 Timeline EDIV 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: 3,815 shares; 2024Q4: 12,458 shares; 2025Q1: 21,834 shares; 2025Q2: 48,943 shares; 2025Q3: 57,164 shares; 2025Q4: 54,032 shares; 2026Q1: 58,764 shares 58,764 $2.27M <0.01% +4,732 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,012 shares; 2024Q4: 22,759 shares; 2025Q1: 32,800 shares; 2025Q2: 39,105 shares; 2025Q3: 42,258 shares; 2025Q4: 46,314 shares; 2026Q1: 75,636 shares 75,636 $2.27M <0.01% +29,322 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 1,818 shares; 2025Q2: 3,754 shares; 2025Q3: 5,573 shares; 2025Q4: 8,970 shares; 2026Q1: 26,793 shares 26,793 $2.27M <0.01% +17,823 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,999 shares 30,999 $2.26M <0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 11,070 shares; 2025Q1: 28,539 shares; 2025Q2: 46,425 shares; 2025Q3: 68,276 shares; 2025Q4: 89,133 shares; 2026Q1: 111,247 shares 111,247 $2.26M <0.01% +22,114 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 2,777 shares; 2025Q1: 4,925 shares; 2025Q2: 8,917 shares; 2025Q3: 11,894 shares; 2025Q4: 14,333 shares; 2026Q1: 28,033 shares 28,033 $2.26M <0.01% +13,700 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 1,156 shares; 2025Q1: 1,544 shares; 2025Q2: 2,040 shares; 2025Q3: 2,777 shares; 2025Q4: 2,735 shares; 2026Q1: 19,847 shares 19,847 $2.25M <0.01% +17,112 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,077 shares; 2024Q4: 23,869 shares; 2025Q1: 28,602 shares; 2025Q2: 36,589 shares; 2025Q3: 29,888 shares; 2025Q4: 21,077 shares; 2026Q1: 25,178 shares 25,178 $2.25M <0.01% +4,101 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,645 shares; 2025Q3: 36,946 shares; 2025Q4: 51,003 shares; 2026Q1: 73,728 shares 73,728 $2.25M <0.01% +22,725 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 309 shares; 2025Q3: 270 shares; 2025Q4: 389 shares; 2026Q1: 12,280 shares 12,280 $2.25M <0.01% +11,891 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 475 shares; 2025Q1: 2,326 shares; 2025Q2: 3,818 shares; 2025Q3: 5,327 shares; 2025Q4: 11,466 shares; 2026Q1: 20,094 shares 20,094 $2.25M <0.01% +8,628 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,625 shares; 2024Q4: 10,916 shares; 2025Q1: 13,048 shares; 2025Q2: 15,533 shares; 2025Q3: 16,041 shares; 2025Q4: 16,207 shares; 2026Q1: 36,094 shares 36,094 $2.25M <0.01% +19,887 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,206 shares; 2025Q1: 2,236 shares; 2025Q2: 2,393 shares; 2025Q3: 3,677 shares; 2025Q4: 4,603 shares; 2026Q1: 10,891 shares 10,891 $2.24M <0.01% +6,288 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 49 shares; 2025Q3: 133 shares; 2025Q4: 105 shares; 2026Q1: 26,226 shares 26,226 $2.24M <0.01% +26,121 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 27,244 shares; 2025Q1: 29,168 shares; 2025Q2: 34,963 shares; 2025Q3: 43,163 shares; 2025Q4: 46,470 shares; 2026Q1: 65,374 shares 65,374 $2.23M <0.01% +18,904 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 2,577 shares; 2025Q1: 2,412 shares; 2025Q2: 3,212 shares; 2025Q3: 3,986 shares; 2025Q4: 6,600 shares; 2026Q1: 6,995 shares 6,995 $2.23M <0.01% +395 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 1,159 shares; 2025Q2: 6,717 shares; 2025Q3: 7,076 shares; 2025Q4: 14,955 shares; 2026Q1: 24,922 shares 24,922 $2.22M <0.01% +9,967 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 9,922 shares; 2025Q1: 14,468 shares; 2025Q2: 18,053 shares; 2025Q3: 20,484 shares; 2025Q4: 23,676 shares; 2026Q1: 24,458 shares 24,458 $2.22M <0.01% +782 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 2,769 shares; 2025Q1: 13,586 shares; 2025Q2: 16,472 shares; 2025Q3: 18,556 shares; 2025Q4: 24,000 shares; 2026Q1: 25,125 shares 25,125 $2.2M <0.01% +1,125 Timeline JMSI 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: 6,573 shares; 2024Q4: 10,468 shares; 2025Q1: 13,834 shares; 2025Q2: 24,414 shares; 2025Q3: 33,207 shares; 2025Q4: 41,009 shares; 2026Q1: 44,357 shares 44,357 $2.2M <0.01% +3,348 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 18,342 shares; 2025Q1: 22,864 shares; 2025Q2: 28,856 shares; 2025Q3: 32,930 shares; 2025Q4: 28,748 shares; 2026Q1: 41,409 shares 41,409 $2.19M <0.01% +12,661 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 12,695 shares; 2025Q1: 21,449 shares; 2025Q2: 28,006 shares; 2025Q3: 30,484 shares; 2025Q4: 32,134 shares; 2026Q1: 35,184 shares 35,184 $2.19M <0.01% +3,050 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 9,131 shares; 2025Q1: 9,565 shares; 2025Q2: 17,628 shares; 2025Q3: 28,147 shares; 2025Q4: 39,709 shares; 2026Q1: 44,860 shares 44,860 $2.19M <0.01% +5,151 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 12,472 shares; 2025Q1: 26,687 shares; 2025Q2: 33,605 shares; 2025Q3: 57,747 shares; 2025Q4: 81,474 shares; 2026Q1: 105,089 shares 105,089 $2.18M <0.01% +23,615 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 288 shares; 2025Q1: 438 shares; 2025Q2: 475 shares; 2025Q3: 545 shares; 2025Q4: 668 shares; 2026Q1: 7,794 shares 7,794 $2.18M <0.01% +7,126 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 136 shares; 2025Q1: 1,043 shares; 2025Q2: 1,950 shares; 2025Q3: 3,692 shares; 2025Q4: 8,976 shares; 2026Q1: 19,280 shares 19,280 $2.17M <0.01% +10,304 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 15,399 shares; 2025Q1: 68,197 shares; 2025Q2: 89,723 shares; 2025Q3: 119,739 shares; 2025Q4: 152,011 shares; 2026Q1: 209,524 shares 209,524 $2.16M <0.01% +57,513 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 34,800 shares; 2025Q1: 48,313 shares; 2025Q2: 83,289 shares; 2025Q3: 115,278 shares; 2025Q4: 109,761 shares; 2026Q1: 101,315 shares 101,315 $2.16M <0.01% -8,446 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 15,981 shares; 2025Q1: 48,197 shares; 2025Q2: 57,321 shares; 2025Q3: 71,634 shares; 2025Q4: 80,557 shares; 2026Q1: 86,803 shares 86,803 $2.15M <0.01% +6,246 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,538 shares; 2025Q1: 2,596 shares; 2025Q2: 13,718 shares; 2025Q3: 20,378 shares; 2025Q4: 32,731 shares; 2026Q1: 45,762 shares 45,762 $2.14M <0.01% +13,031 Timeline FBT 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: 3,379 shares; 2024Q4: 5,405 shares; 2025Q1: 7,848 shares; 2025Q2: 8,275 shares; 2025Q3: 8,648 shares; 2025Q4: 9,015 shares; 2026Q1: 11,186 shares 11,186 $2.13M <0.01% +2,171 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,716 shares; 2025Q4: 32,940 shares; 2026Q1: 82,692 shares 82,692 $2.13M <0.01% +49,752 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 14,841 shares; 2025Q1: 30,696 shares; 2025Q2: 44,942 shares; 2025Q3: 45,248 shares; 2025Q4: 39,751 shares; 2026Q1: 42,835 shares 42,835 $2.12M <0.01% +3,084 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 228 shares; 2025Q1: 1,210 shares; 2025Q2: 1,135 shares; 2025Q3: 1,293 shares; 2025Q4: 1,463 shares; 2026Q1: 28,542 shares 28,542 $2.12M <0.01% +27,079 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,443 shares; 2025Q1: 4,707 shares; 2025Q2: 6,125 shares; 2025Q3: 23,494 shares; 2025Q4: 28,870 shares; 2026Q1: 31,899 shares 31,899 $2.12M <0.01% +3,029 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 24,085 shares; 2025Q1: 31,271 shares; 2025Q2: 34,616 shares; 2025Q3: 39,368 shares; 2025Q4: 43,874 shares; 2026Q1: 44,262 shares 44,262 $2.1M <0.01% +388 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 5,211 shares; 2025Q1: 4,516 shares; 2025Q2: 5,938 shares; 2025Q3: 23,362 shares; 2025Q4: 36,100 shares; 2026Q1: 51,389 shares 51,389 $2.1M <0.01% +15,289 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 1,880 shares; 2025Q1: 3,461 shares; 2025Q2: 4,345 shares; 2025Q3: 6,378 shares; 2025Q4: 8,791 shares; 2026Q1: 237,121 shares 237,121 $2.1M <0.01% +228,330 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,227 shares; 2025Q1: 1,393 shares; 2025Q2: 1,625 shares; 2025Q3: 2,319 shares; 2025Q4: 5,178 shares; 2026Q1: 32,154 shares 32,154 $2.09M <0.01% +26,976 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 1,675 shares; 2025Q2: 3,330 shares; 2025Q3: 3,720 shares; 2025Q4: 57,735 shares; 2026Q1: 454,660 shares 454,660 $2.09M <0.01% +396,925 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 5,777 shares; 2025Q1: 14,952 shares; 2025Q2: 28,335 shares; 2025Q3: 32,546 shares; 2025Q4: 36,779 shares; 2026Q1: 37,130 shares 37,130 $2.09M <0.01% +351 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 6,425 shares; 2025Q1: 7,698 shares; 2025Q2: 10,247 shares; 2025Q3: 9,708 shares; 2025Q4: 11,661 shares; 2026Q1: 33,671 shares 33,671 $2.09M <0.01% +22,010 Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,136 shares 38,136 $2.09M <0.01% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 19,786 shares; 2025Q1: 23,520 shares; 2025Q2: 30,444 shares; 2025Q3: 37,280 shares; 2025Q4: 37,773 shares; 2026Q1: 39,858 shares 39,858 $2.09M <0.01% +2,085 Timeline XNTK 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: 780 shares; 2024Q4: 949 shares; 2025Q1: 1,540 shares; 2025Q2: 2,784 shares; 2025Q3: 3,914 shares; 2025Q4: 5,187 shares; 2026Q1: 8,366 shares 8,366 $2.09M <0.01% +3,179 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 415 shares; 2026Q1: 13,301 shares 13,301 $2.09M <0.01% +12,886 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 235 shares; 2025Q1: 263 shares; 2025Q2: 329 shares; 2025Q3: 417 shares; 2025Q4: 453 shares; 2026Q1: 19,924 shares 19,924 $2.08M <0.01% +19,471 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 4,713 shares; 2025Q1: 6,643 shares; 2025Q2: 8,714 shares; 2025Q3: 15,443 shares; 2025Q4: 19,217 shares; 2026Q1: 22,686 shares 22,686 $2.08M <0.01% +3,469 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 4,250 shares; 2025Q1: 7,020 shares; 2025Q2: 8,633 shares; 2025Q3: 10,816 shares; 2025Q4: 14,176 shares; 2026Q1: 24,376 shares 24,376 $2.08M <0.01% +10,200 Timeline ONEY 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: 597 shares; 2024Q4: 5,340 shares; 2025Q1: 7,389 shares; 2025Q2: 9,502 shares; 2025Q3: 13,325 shares; 2025Q4: 13,411 shares; 2026Q1: 17,385 shares 17,385 $2.07M <0.01% +3,974 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 14,550 shares; 2025Q1: 16,216 shares; 2025Q2: 16,607 shares; 2025Q3: 17,810 shares; 2025Q4: 18,922 shares; 2026Q1: 22,236 shares 22,236 $2.06M <0.01% +3,314 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 3,143 shares; 2025Q1: 7,854 shares; 2025Q2: 16,720 shares; 2025Q3: 19,677 shares; 2025Q4: 20,230 shares; 2026Q1: 23,264 shares 23,264 $2.06M <0.01% +3,034 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 2,053 shares; 2025Q2: 1,320 shares; 2025Q3: 1,715 shares; 2025Q4: 1,561 shares; 2026Q1: 31,448 shares 31,448 $2.06M <0.01% +29,887 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 20 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 144 shares; 2026Q1: 15,296 shares 15,296 $2.05M <0.01% +15,152 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 127 shares; 2025Q2: 252 shares; 2025Q3: 309 shares; 2025Q4: 732 shares; 2026Q1: 19,152 shares 19,152 $2.04M <0.01% +18,420 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 23,688 shares; 2025Q1: 61,321 shares; 2025Q2: 64,910 shares; 2025Q3: 104,661 shares; 2025Q4: 134,691 shares; 2026Q1: 144,635 shares 144,635 $2.01M <0.01% +9,944 Timeline IWX 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: 811 shares; 2024Q4: 3,827 shares; 2025Q1: 10,610 shares; 2025Q2: 13,264 shares; 2025Q3: 13,200 shares; 2025Q4: 13,416 shares; 2026Q1: 22,096 shares 22,096 $2.01M <0.01% +8,680 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 17,181 shares; 2025Q1: 21,473 shares; 2025Q2: 21,543 shares; 2025Q3: 21,960 shares; 2025Q4: 38,497 shares; 2026Q1: 61,465 shares 61,465 $1.99M <0.01% +22,968 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,850 shares; 2025Q1: 7,738 shares; 2025Q2: 8,462 shares; 2025Q3: 9,974 shares; 2025Q4: 10,557 shares; 2026Q1: 12,704 shares 12,704 $1.99M <0.01% +2,147 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,370 shares; 2025Q1: 3,072 shares; 2025Q2: 7,370 shares; 2025Q3: 3,395 shares; 2025Q4: 3,682 shares; 2026Q1: 103,986 shares 103,986 $1.98M <0.01% +100,304 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 9,721 shares; 2025Q2: 16,085 shares; 2025Q3: 19,276 shares; 2025Q4: 26,242 shares; 2026Q1: 46,475 shares 46,475 $1.98M <0.01% +20,233 Timeline PXH 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: 2,128 shares; 2024Q4: 4,226 shares; 2025Q1: 6,630 shares; 2025Q2: 8,524 shares; 2025Q3: 15,313 shares; 2025Q4: 25,164 shares; 2026Q1: 75,969 shares 75,969 $1.98M <0.01% +50,805 Timeline FEZ 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: 1,865 shares; 2024Q4: 4,268 shares; 2025Q1: 9,688 shares; 2025Q2: 10,298 shares; 2025Q3: 11,987 shares; 2025Q4: 19,556 shares; 2026Q1: 33,113 shares 33,113 $1.98M <0.01% +13,557 Timeline HEWJ 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: 24,013 shares; 2024Q4: 40,609 shares; 2025Q1: 57,855 shares; 2025Q2: 53,713 shares; 2025Q3: 32,729 shares; 2025Q4: 31,640 shares; 2026Q1: 36,043 shares 36,043 $1.97M <0.01% +4,403 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,179 shares; 2025Q2: 8,279 shares; 2025Q3: 19,399 shares; 2025Q4: 41,519 shares; 2026Q1: 50,436 shares 50,436 $1.97M <0.01% +8,917 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,895 shares; 2025Q1: 2,297 shares; 2025Q2: 2,494 shares; 2025Q3: 2,563 shares; 2025Q4: 4,604 shares; 2026Q1: 12,119 shares 12,119 $1.96M <0.01% +7,515 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 25,708 shares 25,708 $1.96M <0.01% +24,184 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 14,875 shares; 2025Q1: 23,401 shares; 2025Q2: 21,016 shares; 2025Q3: 21,183 shares; 2025Q4: 22,188 shares; 2026Q1: 34,975 shares 34,975 $1.96M <0.01% +12,787 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 11,874 shares; 2025Q1: 17,757 shares; 2025Q2: 28,523 shares; 2025Q3: 28,876 shares; 2025Q4: 34,056 shares; 2026Q1: 48,903 shares 48,903 $1.95M <0.01% +14,847 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 302 shares; 2025Q1: 481 shares; 2025Q2: 736 shares; 2025Q3: 1,067 shares; 2025Q4: 3,092 shares; 2026Q1: 8,435 shares 8,435 $1.95M <0.01% +5,343 Timeline URTH 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: 941 shares; 2024Q4: 1,191 shares; 2025Q1: 1,812 shares; 2025Q2: 3,108 shares; 2025Q3: 5,059 shares; 2025Q4: 7,648 shares; 2026Q1: 11,079 shares 11,079 $1.94M <0.01% +3,431 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 28,449 shares; 2025Q1: 45,540 shares; 2025Q2: 62,867 shares; 2025Q3: 71,287 shares; 2025Q4: 81,232 shares; 2026Q1: 104,678 shares 104,678 $1.94M <0.01% +23,446 Timeline SHYD 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: 21,444 shares; 2024Q4: 27,857 shares; 2025Q1: 26,226 shares; 2025Q2: 40,047 shares; 2025Q3: 63,655 shares; 2025Q4: 90,516 shares; 2026Q1: 85,541 shares 85,541 $1.93M <0.01% -4,975 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 10,819 shares; 2025Q1: 11,977 shares; 2025Q2: 14,627 shares; 2025Q3: 22,899 shares; 2025Q4: 35,901 shares; 2026Q1: 39,740 shares 39,740 $1.93M <0.01% +3,839 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 9,338 shares; 2025Q1: 13,735 shares; 2025Q2: 7,196 shares; 2025Q3: 6,834 shares; 2025Q4: 6,483 shares; 2026Q1: 26,723 shares 26,723 $1.93M <0.01% +20,240 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 214 shares; 2025Q1: 252 shares; 2025Q2: 317 shares; 2025Q3: 249 shares; 2025Q4: 287 shares; 2026Q1: 27,163 shares 27,163 $1.93M <0.01% +26,876 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 1,946 shares; 2025Q2: 2,793 shares; 2025Q3: 4,290 shares; 2025Q4: 8,223 shares; 2026Q1: 42,964 shares 42,964 $1.93M <0.01% +34,741 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 3,594 shares; 2025Q1: 5,302 shares; 2025Q2: 7,321 shares; 2025Q3: 10,626 shares; 2025Q4: 15,142 shares; 2026Q1: 23,973 shares 23,973 $1.93M <0.01% +8,831 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 409 shares; 2025Q1: 570 shares; 2025Q2: 732 shares; 2025Q3: 864 shares; 2025Q4: 979 shares; 2026Q1: 28,957 shares 28,957 $1.92M <0.01% +27,978 Timeline MFSM 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: not reported; 2025Q4: 8,317 shares; 2026Q1: 77,127 shares 77,127 $1.91M <0.01% +68,810 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 638 shares; 2025Q1: 1,197 shares; 2025Q2: 1,955 shares; 2025Q3: 4,675 shares; 2025Q4: 14,415 shares; 2026Q1: 30,933 shares 30,933 $1.91M <0.01% +16,518 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 427 shares; 2025Q1: 496 shares; 2025Q2: 451 shares; 2025Q3: 480 shares; 2025Q4: 495 shares; 2026Q1: 11,295 shares 11,295 $1.9M <0.01% +10,800 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 150 shares; 2025Q1: 308 shares; 2025Q2: 192 shares; 2025Q3: 223 shares; 2025Q4: 216 shares; 2026Q1: 8,873 shares 8,873 $1.89M <0.01% +8,657 Timeline AVES 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: 9,566 shares; 2024Q4: 11,824 shares; 2025Q1: 13,569 shares; 2025Q2: 13,559 shares; 2025Q3: 17,243 shares; 2025Q4: 21,499 shares; 2026Q1: 32,191 shares 32,191 $1.89M <0.01% +10,692 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,251 shares; 2024Q4: 19,704 shares; 2025Q1: 18,561 shares; 2025Q2: 17,992 shares; 2025Q3: 20,960 shares; 2025Q4: 129,125 shares; 2026Q1: 293,121 shares 293,121 $1.89M <0.01% +163,996 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 3,245 shares; 2025Q1: 5,357 shares; 2025Q2: 6,053 shares; 2025Q3: 5,809 shares; 2025Q4: 5,390 shares; 2026Q1: 23,430 shares 23,430 $1.88M <0.01% +18,040 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 28,745 shares; 2025Q1: 32,128 shares; 2025Q2: 44,156 shares; 2025Q3: 61,422 shares; 2025Q4: 67,908 shares; 2026Q1: 79,392 shares 79,392 $1.88M <0.01% +11,484 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 318 shares; 2025Q2: 521 shares; 2025Q3: 613 shares; 2025Q4: 582 shares; 2026Q1: 25,251 shares 25,251 $1.86M <0.01% +24,669 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 10,793 shares; 2025Q1: 20,347 shares; 2025Q2: 18,265 shares; 2025Q3: 20,371 shares; 2025Q4: 30,408 shares; 2026Q1: 39,154 shares 39,154 $1.85M <0.01% +8,746 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 377 shares; 2025Q1: 481 shares; 2025Q2: 1,355 shares; 2025Q3: 2,973 shares; 2025Q4: 3,352 shares; 2026Q1: 5,858 shares 5,858 $1.85M <0.01% +2,506 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,340 shares; 2025Q1: 1,474 shares; 2025Q2: 1,365 shares; 2025Q3: 1,410 shares; 2025Q4: 1,437 shares; 2026Q1: 7,088 shares 7,088 $1.85M <0.01% +5,651 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 11,841 shares; 2025Q1: 36,840 shares; 2025Q2: 45,727 shares; 2025Q3: 53,367 shares; 2025Q4: 76,600 shares; 2026Q1: 98,001 shares 98,001 $1.85M <0.01% +21,401 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 5,384 shares; 2025Q1: 10,595 shares; 2025Q2: 12,737 shares; 2025Q3: 18,904 shares; 2025Q4: 27,053 shares; 2026Q1: 36,346 shares 36,346 $1.84M <0.01% +9,293 Timeline EZU 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: 4,007 shares; 2024Q4: 4,632 shares; 2025Q1: 6,842 shares; 2025Q2: 18,164 shares; 2025Q3: 22,465 shares; 2025Q4: 25,313 shares; 2026Q1: 30,528 shares 30,528 $1.84M <0.01% +5,215 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 3,759 shares; 2025Q1: 4,406 shares; 2025Q2: 4,744 shares; 2025Q3: 4,870 shares; 2025Q4: 5,001 shares; 2026Q1: 8,362 shares 8,362 $1.84M <0.01% +3,361 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 25,277 shares; 2025Q1: 19,984 shares; 2025Q2: 19,431 shares; 2025Q3: 21,752 shares; 2025Q4: 29,970 shares; 2026Q1: 28,730 shares 28,730 $1.84M <0.01% -1,240 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 22,419 shares; 2025Q1: 22,811 shares; 2025Q2: 19,160 shares; 2025Q3: 34,643 shares; 2025Q4: 81,840 shares; 2026Q1: 84,048 shares 84,048 $1.83M <0.01% +2,208 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 363 shares; 2025Q3: 90 shares; 2025Q4: 190 shares; 2026Q1: 6,465 shares 6,465 $1.83M <0.01% +6,275 Timeline XOP 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: 1,693 shares; 2024Q4: 6,932 shares; 2025Q1: 8,780 shares; 2025Q2: 8,955 shares; 2025Q3: 6,575 shares; 2025Q4: 7,619 shares; 2026Q1: 9,724 shares 9,724 $1.83M <0.01% +2,105 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,545 shares; 2025Q1: 1,859 shares; 2025Q2: 2,708 shares; 2025Q3: 2,944 shares; 2025Q4: 3,594 shares; 2026Q1: 7,308 shares 7,308 $1.83M <0.01% +3,714 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,841 shares; 2025Q1: 2,096 shares; 2025Q2: 3,079 shares; 2025Q3: 3,261 shares; 2025Q4: 4,122 shares; 2026Q1: 14,521 shares 14,521 $1.82M <0.01% +10,399 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: 42,403 shares; 2026Q1: 71,423 shares 71,423 $1.82M <0.01% +29,020 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 32,715 shares; 2025Q2: 55,587 shares; 2025Q3: 92,457 shares; 2025Q4: 109,511 shares; 2026Q1: 136,211 shares 136,211 $1.81M <0.01% +26,700 Timeline BSMS 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: 5,750 shares; 2024Q4: 5,850 shares; 2025Q1: 15,121 shares; 2025Q2: 23,899 shares; 2025Q3: 38,014 shares; 2025Q4: 58,549 shares; 2026Q1: 77,610 shares 77,610 $1.81M <0.01% +19,061 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 12,299 shares; 2025Q1: 51,947 shares; 2025Q2: 55,722 shares; 2025Q3: 59,455 shares; 2025Q4: 60,093 shares; 2026Q1: 67,944 shares 67,944 $1.8M <0.01% +7,851 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,721 shares; 2025Q2: 18,195 shares; 2025Q3: 28,064 shares; 2025Q4: 34,647 shares; 2026Q1: 43,417 shares 43,417 $1.79M <0.01% +8,770 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 1,354 shares; 2025Q1: 1,143 shares; 2025Q2: 840 shares; 2025Q3: 1,655 shares; 2025Q4: 28,840 shares; 2026Q1: 57,440 shares 57,440 $1.77M <0.01% +28,600 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,730 shares; 2024Q4: 29,275 shares; 2025Q1: 32,723 shares; 2025Q2: 32,524 shares; 2025Q3: 35,639 shares; 2025Q4: 37,589 shares; 2026Q1: 39,794 shares 39,794 $1.77M <0.01% +2,205 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 368 shares; 2025Q1: 999 shares; 2025Q2: 2,499 shares; 2025Q3: 3,307 shares; 2025Q4: 4,946 shares; 2026Q1: 7,417 shares 7,417 $1.76M <0.01% +2,471 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,961 shares; 2024Q4: 17,143 shares; 2025Q1: 27,159 shares; 2025Q2: 26,144 shares; 2025Q3: 29,873 shares; 2025Q4: 32,941 shares; 2026Q1: 38,045 shares 38,045 $1.76M <0.01% +5,104 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 10,458 shares; 2025Q1: 9,835 shares; 2025Q2: 11,161 shares; 2025Q3: 12,678 shares; 2025Q4: 12,932 shares; 2026Q1: 13,954 shares 13,954 $1.76M <0.01% +1,022 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 14,258 shares; 2025Q1: 13,466 shares; 2025Q2: 13,619 shares; 2025Q3: 17,080 shares; 2025Q4: 17,065 shares; 2026Q1: 19,764 shares 19,764 $1.76M <0.01% +2,699 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,213 shares; 2026Q1: 226,837 shares 226,837 $1.75M <0.01% +75,624 Timeline CRBN 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: 686 shares; 2024Q4: 1,731 shares; 2025Q1: 4,321 shares; 2025Q2: 5,448 shares; 2025Q3: 6,455 shares; 2025Q4: 6,918 shares; 2026Q1: 8,084 shares 8,084 $1.75M <0.01% +1,166 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,270 shares; 2025Q4: 1,581 shares; 2026Q1: 81,755 shares 81,755 $1.74M <0.01% +80,174 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: 37,574 shares; 2025Q1: 41,492 shares; 2025Q2: 49,396 shares; 2025Q3: 50,562 shares; 2025Q4: 50,933 shares; 2026Q1: 56,615 shares 56,615 $1.74M <0.01% +5,682 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 2,732 shares; 2025Q1: 2,251 shares; 2025Q2: 7,133 shares; 2025Q3: 16,638 shares; 2025Q4: 44,426 shares; 2026Q1: 47,348 shares 47,348 $1.74M <0.01% +2,922 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 95 shares; 2025Q2: 178 shares; 2025Q3: 103 shares; 2025Q4: 313 shares; 2026Q1: 16,156 shares 16,156 $1.73M <0.01% +15,843 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 394 shares; 2025Q1: 490 shares; 2025Q2: 544 shares; 2025Q3: 815 shares; 2025Q4: 1,046 shares; 2026Q1: 56,184 shares 56,184 $1.73M <0.01% +55,138 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 6,699 shares; 2025Q1: 8,712 shares; 2025Q2: 10,444 shares; 2025Q3: 11,955 shares; 2025Q4: 13,202 shares; 2026Q1: 21,668 shares 21,668 $1.73M <0.01% +8,466 Timeline TGRT 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: 4,187 shares; 2025Q2: 16,776 shares; 2025Q3: 22,644 shares; 2025Q4: 28,516 shares; 2026Q1: 45,437 shares 45,437 $1.73M <0.01% +16,921 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 962 shares; 2025Q2: 1,614 shares; 2025Q3: 3,175 shares; 2025Q4: 13,113 shares; 2026Q1: 37,377 shares 37,377 $1.72M <0.01% +24,264 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,040 shares; 2024Q4: 124,492 shares; 2025Q1: 152,826 shares; 2025Q2: 166,685 shares; 2025Q3: 167,868 shares; 2025Q4: 163,936 shares; 2026Q1: 157,507 shares 157,507 $1.72M <0.01% -6,429 Timeline DLS 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: 16,296 shares; 2024Q4: 18,884 shares; 2025Q1: 19,346 shares; 2025Q2: 19,838 shares; 2025Q3: 20,040 shares; 2025Q4: 21,190 shares; 2026Q1: 21,565 shares 21,565 $1.71M <0.01% +375 Timeline TFI 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: 839 shares; 2024Q4: 1,198 shares; 2025Q1: 2,532 shares; 2025Q2: 4,240 shares; 2025Q3: 30,631 shares; 2025Q4: 32,218 shares; 2026Q1: 37,782 shares 37,782 $1.7M <0.01% +5,564 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 94,278 shares; 2025Q1: 142,473 shares; 2025Q2: 180,358 shares; 2025Q3: 217,939 shares; 2025Q4: 261,790 shares; 2026Q1: 287,844 shares 287,844 $1.7M <0.01% +26,054 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 3,030 shares; 2025Q1: 3,703 shares; 2025Q2: 4,088 shares; 2025Q3: 5,259 shares; 2025Q4: 5,493 shares; 2026Q1: 14,455 shares 14,455 $1.69M <0.01% +8,962 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 28,148 shares; 2025Q1: 34,572 shares; 2025Q2: 53,099 shares; 2025Q3: 58,658 shares; 2025Q4: 59,048 shares; 2026Q1: 81,773 shares 81,773 $1.69M <0.01% +22,725 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 34,576 shares 34,576 $1.69M <0.01% +30,818 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,461 shares; 2025Q1: 9,172 shares; 2025Q2: 9,157 shares; 2025Q3: 13,699 shares; 2025Q4: 23,514 shares; 2026Q1: 35,979 shares 35,979 $1.69M <0.01% +12,465 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 1,285 shares; 2025Q1: 2,934 shares; 2025Q2: 3,061 shares; 2025Q3: 3,586 shares; 2025Q4: 4,385 shares; 2026Q1: 20,437 shares 20,437 $1.69M <0.01% +16,052 Timeline