HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,322 shares; 2024Q4: 124,998 shares; 2025Q1: 126,393 shares; 2025Q2: 112,116 shares; 2025Q3: 117,463 shares; 2025Q4: 124,224 shares; 2026Q1: 141,814 shares 141,814 $3.38M 0.01% +17,590 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares; 2026Q1: 209,707 shares 209,707 $3.37M 0.01% +205,817 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,780 shares; 2025Q2: 56,304 shares; 2025Q3: 40,289 shares; 2025Q4: 34,789 shares; 2026Q1: 122,949 shares 122,949 $3.37M 0.01% +88,160 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 18,881 shares; 2025Q1: 18,504 shares; 2025Q2: 19,434 shares; 2025Q3: 21,201 shares; 2025Q4: 25,105 shares; 2026Q1: 29,073 shares 29,073 $3.36M 0.01% +3,968 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: 16,225 shares; 2024Q4: 19,863 shares; 2025Q1: 20,422 shares; 2025Q2: 19,828 shares; 2025Q3: 19,513 shares; 2025Q4: 19,789 shares; 2026Q1: 21,134 shares 21,134 $3.36M 0.01% +1,345 Timeline SPTL 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: 42,084 shares; 2024Q4: 70,006 shares; 2025Q1: 114,348 shares; 2025Q2: 173,747 shares; 2025Q3: 181,939 shares; 2025Q4: 178,319 shares; 2026Q1: 127,584 shares 127,584 $3.36M 0.01% -50,735 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,092 shares; 2024Q4: 67,161 shares; 2025Q1: 67,950 shares; 2025Q2: 73,131 shares; 2025Q3: 95,026 shares; 2025Q4: 97,502 shares; 2026Q1: 93,663 shares 93,663 $3.34M 0.01% -3,839 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: 90,483 shares; 2024Q4: 77,656 shares; 2025Q1: 77,035 shares; 2025Q2: 80,185 shares; 2025Q3: 81,529 shares; 2025Q4: 87,901 shares; 2026Q1: 144,033 shares 144,033 $3.34M 0.01% +56,132 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 10,879 shares; 2025Q1: 11,737 shares; 2025Q2: 10,806 shares; 2025Q3: 43,957 shares; 2025Q4: 49,267 shares; 2026Q1: 50,445 shares 50,445 $3.33M 0.01% +1,178 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,173 shares; 2025Q2: not reported; 2025Q3: 26,410 shares; 2025Q4: 29,615 shares; 2026Q1: 139,055 shares 139,055 $3.33M 0.01% +109,440 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: 34,050 shares; 2024Q4: 25,841 shares; 2025Q1: 22,302 shares; 2025Q2: 22,233 shares; 2025Q3: 19,516 shares; 2025Q4: 19,990 shares; 2026Q1: 26,063 shares 26,063 $3.33M 0.01% +6,073 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: 250,941 shares; 2024Q4: 454,444 shares; 2025Q1: 227,445 shares; 2025Q2: 404,876 shares; 2025Q3: 206,971 shares; 2025Q4: 177,259 shares; 2026Q1: 304,303 shares 304,303 $3.31M 0.01% +127,044 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,288 shares; 2024Q4: 26,155 shares; 2025Q1: 27,380 shares; 2025Q2: 22,657 shares; 2025Q3: 25,873 shares; 2025Q4: 27,568 shares; 2026Q1: 31,820 shares 31,820 $3.3M 0.01% +4,252 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 47,432 shares; 2025Q3: not reported; 2025Q4: 87,495 shares; 2026Q1: 110,151 shares 110,151 $3.27M 0.01% +22,656 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,941 shares; 2024Q4: 63,210 shares; 2025Q1: 64,596 shares; 2025Q2: 63,676 shares; 2025Q3: 70,577 shares; 2025Q4: 66,471 shares; 2026Q1: 68,093 shares 68,093 $3.27M 0.01% +1,622 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,352 shares; 2024Q4: 85,033 shares; 2025Q1: 84,686 shares; 2025Q2: 101,838 shares; 2025Q3: 96,753 shares; 2025Q4: 87,998 shares; 2026Q1: 92,297 shares 92,297 $3.23M 0.01% +4,299 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,566 shares; 2024Q4: 116,592 shares; 2025Q1: 99,107 shares; 2025Q2: 110,626 shares; 2025Q3: 109,845 shares; 2025Q4: 105,117 shares; 2026Q1: 132,753 shares 132,753 $3.22M 0.01% +27,636 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,051 shares; 2024Q4: 108,627 shares; 2025Q1: 21,717 shares; 2025Q2: 25,359 shares; 2025Q3: 32,174 shares; 2025Q4: 34,732 shares; 2026Q1: 139,067 shares 139,067 $3.22M 0.01% +104,335 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,921 shares; 2024Q4: 27,483 shares; 2025Q1: 26,989 shares; 2025Q2: 25,796 shares; 2025Q3: 33,066 shares; 2025Q4: 34,763 shares; 2026Q1: 34,035 shares 34,035 $3.22M 0.01% -728 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,784 shares; 2024Q4: 30,925 shares; 2025Q1: 23,619 shares; 2025Q2: 22,070 shares; 2025Q3: 26,379 shares; 2025Q4: 30,408 shares; 2026Q1: 35,182 shares 35,182 $3.21M 0.01% +4,774 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,326 shares; 2024Q4: 42,113 shares; 2025Q1: 42,972 shares; 2025Q2: 43,430 shares; 2025Q3: 43,633 shares; 2025Q4: 44,387 shares; 2026Q1: 46,233 shares 46,233 $3.21M 0.01% +1,846 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 9,094 shares; 2025Q1: 8,310 shares; 2025Q2: 10,918 shares; 2025Q3: 12,367 shares; 2025Q4: 70,272 shares; 2026Q1: 68,540 shares 68,540 $3.21M 0.01% -1,732 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,886 shares; 2024Q4: 182,755 shares; 2025Q1: 174,145 shares; 2025Q2: 177,439 shares; 2025Q3: 174,800 shares; 2025Q4: 178,413 shares; 2026Q1: 154,897 shares 154,897 $3.21M 0.01% -23,516 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 8,168 shares; 2025Q1: 4,428 shares; 2025Q2: 4,059 shares; 2025Q3: 8,657 shares; 2025Q4: 14,126 shares; 2026Q1: 16,253 shares 16,253 $3.21M 0.01% +2,127 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,394 shares; 2025Q1: 7,064 shares; 2025Q2: 28,550 shares; 2025Q3: 39,798 shares; 2025Q4: 48,524 shares; 2026Q1: 47,782 shares 47,782 $3.2M 0.01% -742 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,241 shares; 2024Q4: 51,899 shares; 2025Q1: 65,723 shares; 2025Q2: 64,002 shares; 2025Q3: 84,609 shares; 2025Q4: 87,600 shares; 2026Q1: 110,776 shares 110,776 $3.2M 0.01% +23,176 Timeline SMMV 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: 30,012 shares; 2024Q4: 14,780 shares; 2025Q1: 14,640 shares; 2025Q2: 15,063 shares; 2025Q3: 77,511 shares; 2025Q4: 73,549 shares; 2026Q1: 72,858 shares 72,858 $3.18M 0.01% -691 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,043 shares; 2024Q4: 18,427 shares; 2025Q1: 17,861 shares; 2025Q2: 36,665 shares; 2025Q3: 39,863 shares; 2025Q4: 40,607 shares; 2026Q1: 28,295 shares 28,295 $3.15M 0.01% -12,312 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: 135,911 shares; 2024Q4: 145,657 shares; 2025Q1: 100,475 shares; 2025Q2: 123,973 shares; 2025Q3: 90,070 shares; 2025Q4: 88,179 shares; 2026Q1: 118,384 shares 118,384 $3.15M 0.01% +30,205 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: 2,625 shares; 2024Q4: 1,664 shares; 2025Q1: 1,532 shares; 2025Q2: 1,396 shares; 2025Q3: 14,765 shares; 2025Q4: 15,883 shares; 2026Q1: 14,855 shares 14,855 $3.15M 0.01% -1,028 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,025 shares; 2025Q1: 26,323 shares; 2025Q2: 117,653 shares; 2025Q3: 136,736 shares; 2025Q4: 134,438 shares; 2026Q1: 81,600 shares 81,600 $3.15M 0.01% -52,838 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 12,251 shares; 2025Q1: 13,040 shares; 2025Q2: 13,806 shares; 2025Q3: 12,527 shares; 2025Q4: 15,777 shares; 2026Q1: 15,876 shares 15,876 $3.15M 0.01% +99 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,112 shares; 2025Q1: 93,984 shares; 2025Q2: 109,809 shares; 2025Q3: 135,316 shares; 2025Q4: 138,446 shares; 2026Q1: 140,618 shares 140,618 $3.14M 0.01% +2,172 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,578 shares; 2025Q1: 3,946 shares; 2025Q2: 4,085 shares; 2025Q3: 4,048 shares; 2025Q4: 3,336 shares; 2026Q1: 4,444 shares 4,444 $3.12M 0.01% +1,108 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: 57,938 shares; 2024Q4: 65,650 shares; 2025Q1: 59,729 shares; 2025Q2: 64,599 shares; 2025Q3: 57,170 shares; 2025Q4: 56,657 shares; 2026Q1: 55,538 shares 55,538 $3.12M 0.01% -1,119 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,121 shares; 2024Q4: 44,469 shares; 2025Q1: 39,296 shares; 2025Q2: 43,149 shares; 2025Q3: 35,047 shares; 2025Q4: 49,160 shares; 2026Q1: 50,470 shares 50,470 $3.12M 0.01% +1,310 Timeline FFEM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,454 shares; 2026Q1: 88,104 shares 88,104 $3.11M 0.01% +79,650 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 62,174 shares; 2025Q1: 46,345 shares; 2025Q2: 56,198 shares; 2025Q3: 69,500 shares; 2025Q4: 80,370 shares; 2026Q1: 96,436 shares 96,436 $3.1M 0.01% +16,066 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 56,700 shares; 2025Q1: 48,343 shares; 2025Q2: 47,552 shares; 2025Q3: 52,380 shares; 2025Q4: 66,827 shares; 2026Q1: 114,959 shares 114,959 $3.1M 0.01% +48,132 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 5,474 shares; 2025Q1: 5,235 shares; 2025Q2: 6,048 shares; 2025Q3: 6,051 shares; 2025Q4: 6,264 shares; 2026Q1: 16,725 shares 16,725 $3.09M 0.01% +10,461 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,852 shares; 2024Q4: 65,707 shares; 2025Q1: 30,010 shares; 2025Q2: 30,690 shares; 2025Q3: 42,350 shares; 2025Q4: 37,007 shares; 2026Q1: 37,697 shares 37,697 $3.08M 0.01% +690 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 262,623 shares; 2026Q1: 245,743 shares 245,743 $3.07M 0.01% -16,880 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,923 shares; 2024Q4: 92,867 shares; 2025Q1: 74,766 shares; 2025Q2: 88,728 shares; 2025Q3: 80,617 shares; 2025Q4: 79,813 shares; 2026Q1: 95,946 shares 95,946 $3.07M 0.01% +16,133 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 62,946 shares; 2025Q4: 66,250 shares; 2026Q1: 71,366 shares 71,366 $3.07M 0.01% +5,116 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,807 shares; 2024Q4: 22,566 shares; 2025Q1: 24,853 shares; 2025Q2: 36,914 shares; 2025Q3: 46,626 shares; 2025Q4: 72,967 shares; 2026Q1: 60,856 shares 60,856 $3.06M 0.01% -12,111 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,137 shares; 2024Q4: 46,391 shares; 2025Q1: 16,858 shares; 2025Q2: 14,304 shares; 2025Q3: 83,845 shares; 2025Q4: 129,689 shares; 2026Q1: 139,173 shares 139,173 $3.06M 0.01% +9,484 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 16,016 shares; 2025Q1: 15,119 shares; 2025Q2: 27,430 shares; 2025Q3: 49,744 shares; 2025Q4: 65,674 shares; 2026Q1: 63,117 shares 63,117 $3.06M 0.01% -2,557 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 58,588 shares; 2025Q1: 47,554 shares; 2025Q2: 62,508 shares; 2025Q3: 55,171 shares; 2025Q4: 58,224 shares; 2026Q1: 57,595 shares 57,595 $3.05M 0.01% -629 Timeline FIDI 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: 194,451 shares; 2024Q4: 178,168 shares; 2025Q1: 137,118 shares; 2025Q2: 86,162 shares; 2025Q3: 103,943 shares; 2025Q4: 106,772 shares; 2026Q1: 110,120 shares 110,120 $3.04M 0.01% +3,348 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: 38,699 shares; 2026Q1: 39,855 shares 39,855 $3.04M 0.01% +1,156 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,882 shares; 2024Q4: 38,689 shares; 2025Q1: 40,630 shares; 2025Q2: 44,054 shares; 2025Q3: 40,856 shares; 2025Q4: 47,476 shares; 2026Q1: 43,109 shares 43,109 $3.03M 0.01% -4,367 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,061 shares; 2024Q4: 61,345 shares; 2025Q1: 74,357 shares; 2025Q2: 79,248 shares; 2025Q3: 65,715 shares; 2025Q4: 71,335 shares; 2026Q1: 119,824 shares 119,824 $3.03M 0.01% +48,489 Timeline NYF 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: 3,709 shares; 2024Q4: 7,225 shares; 2025Q1: 5,999 shares; 2025Q2: 42,451 shares; 2025Q3: 51,524 shares; 2025Q4: 55,301 shares; 2026Q1: 56,983 shares 56,983 $3.03M 0.01% +1,682 Timeline WWJD 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: 38,277 shares; 2024Q4: 35,956 shares; 2025Q1: 43,760 shares; 2025Q2: 55,779 shares; 2025Q3: 56,031 shares; 2025Q4: 63,282 shares; 2026Q1: 80,822 shares 80,822 $3.02M 0.01% +17,540 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,001 shares; 2024Q4: 211,958 shares; 2025Q1: 196,104 shares; 2025Q2: 200,297 shares; 2025Q3: 166,809 shares; 2025Q4: 173,807 shares; 2026Q1: 175,192 shares 175,192 $3.02M 0.01% +1,385 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 261,562 shares; 2025Q1: 261,562 shares; 2025Q2: 241,784 shares; 2025Q3: 54,246 shares; 2025Q4: 53,847 shares; 2026Q1: 309,011 shares 309,011 $3.02M 0.01% +255,164 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 48,520 shares; 2025Q1: 43,376 shares; 2025Q2: 63,023 shares; 2025Q3: 61,751 shares; 2025Q4: 89,821 shares; 2026Q1: 85,051 shares 85,051 $3.02M 0.01% -4,770 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,264 shares; 2024Q4: 105,277 shares; 2025Q1: 54,284 shares; 2025Q2: 66,295 shares; 2025Q3: 54,651 shares; 2025Q4: 66,122 shares; 2026Q1: 85,243 shares 85,243 $3.02M 0.01% +19,121 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,981 shares; 2024Q4: 189,759 shares; 2025Q1: 197,927 shares; 2025Q2: 218,447 shares; 2025Q3: 160,464 shares; 2025Q4: 180,315 shares; 2026Q1: 299,678 shares 299,678 $3.01M 0.01% +119,363 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 8,914 shares; 2025Q2: 12,008 shares; 2025Q3: 17,299 shares; 2025Q4: 21,612 shares; 2026Q1: 27,976 shares 27,976 $3M 0.01% +6,364 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,758 shares; 2025Q1: 5,557 shares; 2025Q2: 4,709 shares; 2025Q3: 4,284 shares; 2025Q4: 5,209 shares; 2026Q1: 4,062 shares 4,062 $3M 0.01% -1,147 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,909 shares; 2024Q4: 19,851 shares; 2025Q1: 15,892 shares; 2025Q2: 15,595 shares; 2025Q3: 14,571 shares; 2025Q4: 33,028 shares; 2026Q1: 38,105 shares 38,105 $3M 0.01% +5,077 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,188 shares; 2024Q4: 172,759 shares; 2025Q1: 50,764 shares; 2025Q2: 50,495 shares; 2025Q3: 43,511 shares; 2025Q4: 54,984 shares; 2026Q1: 63,961 shares 63,961 $3M 0.01% +8,977 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,507 shares; 2025Q3: 10,019 shares; 2025Q4: 11,870 shares; 2026Q1: 136,899 shares 136,899 $2.99M 0.01% +125,029 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,839 shares; 2025Q1: 4,033 shares; 2025Q2: 5,456 shares; 2025Q3: 23,228 shares; 2025Q4: 23,742 shares; 2026Q1: 31,000 shares 31,000 $2.99M 0.01% +7,258 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 10,947 shares; 2025Q1: 10,986 shares; 2025Q2: 10,829 shares; 2025Q3: 9,486 shares; 2025Q4: 8,592 shares; 2026Q1: 95,528 shares 95,528 $2.98M 0.01% +86,936 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,300 shares; 2024Q4: 53,740 shares; 2025Q1: 65,332 shares; 2025Q2: 67,856 shares; 2025Q3: 55,716 shares; 2025Q4: 54,266 shares; 2026Q1: 60,000 shares 60,000 $2.98M 0.01% +5,734 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,348 shares; 2024Q4: 8,450 shares; 2025Q1: 8,414 shares; 2025Q2: 8,414 shares; 2025Q3: 17,614 shares; 2025Q4: 17,690 shares; 2026Q1: 17,337 shares 17,337 $2.98M 0.01% -353 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: 38,585 shares; 2024Q4: 43,088 shares; 2025Q1: 53,192 shares; 2025Q2: 54,809 shares; 2025Q3: 56,034 shares; 2025Q4: 124,522 shares; 2026Q1: 132,979 shares 132,979 $2.97M 0.01% +8,457 Timeline SCHZ 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: 74,033 shares; 2024Q4: 105,538 shares; 2025Q1: 42,750 shares; 2025Q2: 82,142 shares; 2025Q3: 73,795 shares; 2025Q4: 74,932 shares; 2026Q1: 127,997 shares 127,997 $2.97M 0.01% +53,065 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,110 shares; 2024Q4: 132,327 shares; 2025Q1: 72,281 shares; 2025Q2: 30,361 shares; 2025Q3: 31,955 shares; 2025Q4: 28,781 shares; 2026Q1: 27,584 shares 27,584 $2.97M 0.01% -1,197 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: 16,836 shares; 2025Q1: 29,496 shares; 2025Q2: 37,892 shares; 2025Q3: 182,429 shares; 2025Q4: 192,877 shares; 2026Q1: 210,984 shares 210,984 $2.96M 0.01% +18,107 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: not reported; 2025Q1: 6,927 shares; 2025Q2: 7,795 shares; 2025Q3: 8,293 shares; 2025Q4: 18,055 shares; 2026Q1: 23,060 shares 23,060 $2.96M 0.01% +5,005 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 8,827 shares; 2025Q1: 9,026 shares; 2025Q2: 9,091 shares; 2025Q3: 9,092 shares; 2025Q4: 9,064 shares; 2026Q1: 8,623 shares 8,623 $2.95M 0.01% -441 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: 327,675 shares; 2024Q4: 329,947 shares; 2025Q1: 163,697 shares; 2025Q2: 161,774 shares; 2025Q3: 163,917 shares; 2025Q4: 158,868 shares; 2026Q1: 167,222 shares 167,222 $2.93M 0.01% +8,354 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,555 shares; 2024Q4: 153,190 shares; 2025Q1: 142,117 shares; 2025Q2: 138,539 shares; 2025Q3: 175,651 shares; 2025Q4: 175,834 shares; 2026Q1: 152,207 shares 152,207 $2.93M 0.01% -23,627 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,874 shares; 2024Q4: 16,275 shares; 2025Q1: 18,138 shares; 2025Q2: 17,692 shares; 2025Q3: 23,743 shares; 2025Q4: 26,033 shares; 2026Q1: 26,673 shares 26,673 $2.92M 0.01% +640 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,650 shares; 2024Q4: 20,892 shares; 2025Q1: 208,279 shares; 2025Q2: 153,775 shares; 2025Q3: 167,280 shares; 2025Q4: 168,577 shares; 2026Q1: 59,051 shares 59,051 $2.92M 0.01% -109,526 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,675 shares; 2025Q2: 94,594 shares; 2025Q3: 102,353 shares; 2025Q4: 93,247 shares; 2026Q1: 114,787 shares 114,787 $2.91M 0.01% +21,540 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,315 shares; 2024Q4: 55,683 shares; 2025Q1: 81,617 shares; 2025Q2: 105,257 shares; 2025Q3: 199,258 shares; 2025Q4: 90,353 shares; 2026Q1: 57,658 shares 57,658 $2.91M 0.01% -32,695 Timeline FSEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,207 shares 66,207 $2.9M 0.01% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,875 shares; 2024Q4: 42,460 shares; 2025Q1: 40,282 shares; 2025Q2: 48,802 shares; 2025Q3: 48,472 shares; 2025Q4: 58,184 shares; 2026Q1: 62,763 shares 62,763 $2.9M 0.01% +4,579 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,850 shares; 2024Q4: 104,167 shares; 2025Q1: 89,569 shares; 2025Q2: 93,795 shares; 2025Q3: 69,379 shares; 2025Q4: 46,823 shares; 2026Q1: 86,453 shares 86,453 $2.89M 0.01% +39,630 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,393 shares; 2026Q1: 15,442 shares 15,442 $2.89M 0.01% +2,049 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,412 shares; 2024Q4: 59,446 shares; 2025Q1: 66,518 shares; 2025Q2: 69,665 shares; 2025Q3: 58,111 shares; 2025Q4: 64,296 shares; 2026Q1: 51,748 shares 51,748 $2.89M 0.01% -12,548 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,533 shares; 2024Q4: 63,795 shares; 2025Q1: 53,459 shares; 2025Q2: 60,404 shares; 2025Q3: 57,161 shares; 2025Q4: 62,307 shares; 2026Q1: 49,310 shares 49,310 $2.88M 0.01% -12,997 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: 35,809 shares; 2024Q4: 69,041 shares; 2025Q1: 63,041 shares; 2025Q2: 71,743 shares; 2025Q3: 68,387 shares; 2025Q4: 66,026 shares; 2026Q1: 73,087 shares 73,087 $2.88M 0.01% +7,061 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: 17,565 shares; 2024Q4: 18,852 shares; 2025Q1: 21,543 shares; 2025Q2: 19,944 shares; 2025Q3: 34,245 shares; 2025Q4: 34,434 shares; 2026Q1: 48,644 shares 48,644 $2.88M 0.01% +14,210 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 61,851 shares; 2025Q3: 72,397 shares; 2025Q4: 80,271 shares; 2026Q1: 87,610 shares 87,610 $2.88M 0.01% +7,339 Timeline AOM 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: 38,196 shares; 2024Q4: 38,228 shares; 2025Q1: 39,761 shares; 2025Q2: 43,206 shares; 2025Q3: 46,367 shares; 2025Q4: 51,664 shares; 2026Q1: 60,768 shares 60,768 $2.88M 0.01% +9,104 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,844 shares; 2024Q4: 389,858 shares; 2025Q1: 197,923 shares; 2025Q2: 508,897 shares; 2025Q3: 203,341 shares; 2025Q4: 204,945 shares; 2026Q1: 502,356 shares 502,356 $2.86M 0.01% +297,411 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,932 shares; 2025Q1: 117,803 shares; 2025Q2: 125,842 shares; 2025Q3: 131,324 shares; 2025Q4: 149,114 shares; 2026Q1: 165,831 shares 165,831 $2.86M 0.01% +16,717 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 9,430 shares; 2025Q1: 7,730 shares; 2025Q2: 7,196 shares; 2025Q3: 12,125 shares; 2025Q4: 13,683 shares; 2026Q1: 14,277 shares 14,277 $2.85M 0.01% +594 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: 54,746 shares; 2024Q4: 54,885 shares; 2025Q1: 55,592 shares; 2025Q2: 54,970 shares; 2025Q3: 50,369 shares; 2025Q4: 46,794 shares; 2026Q1: 47,302 shares 47,302 $2.85M 0.01% +508 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,040 shares; 2024Q4: 26,744 shares; 2025Q1: 23,708 shares; 2025Q2: 25,617 shares; 2025Q3: 27,244 shares; 2025Q4: 29,656 shares; 2026Q1: 35,403 shares 35,403 $2.84M 0.01% +5,747 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,527 shares; 2025Q2: 8,653 shares; 2025Q3: 27,525 shares; 2025Q4: 33,457 shares; 2026Q1: 40,220 shares 40,220 $2.84M 0.01% +6,763 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: 68,859 shares; 2025Q3: 88,765 shares; 2025Q4: 101,426 shares; 2026Q1: 108,155 shares 108,155 $2.83M 0.01% +6,729 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: 54,824 shares; 2024Q4: 61,214 shares; 2025Q1: 46,364 shares; 2025Q2: 12,161 shares; 2025Q3: 11,679 shares; 2025Q4: 20,508 shares; 2026Q1: 24,654 shares 24,654 $2.83M 0.01% +4,146 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 389,554 shares; 2025Q1: 400,804 shares; 2025Q2: 205,632 shares; 2025Q3: 99,939 shares; 2025Q4: 97,592 shares; 2026Q1: 189,982 shares 189,982 $2.83M 0.01% +92,390 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 9,759 shares; 2025Q1: 9,264 shares; 2025Q2: 9,937 shares; 2025Q3: 9,192 shares; 2025Q4: 9,683 shares; 2026Q1: 6,361 shares 6,361 $2.83M 0.01% -3,322 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: 84,812 shares; 2024Q4: 83,348 shares; 2025Q1: 89,239 shares; 2025Q2: 96,720 shares; 2025Q3: 117,365 shares; 2025Q4: 128,376 shares; 2026Q1: 129,192 shares 129,192 $2.82M 0.01% +816 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,186 shares; 2024Q4: 18,482 shares; 2025Q1: 18,463 shares; 2025Q2: 16,967 shares; 2025Q3: 16,264 shares; 2025Q4: 14,089 shares; 2026Q1: 18,748 shares 18,748 $2.81M 0.01% +4,659 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 119,612 shares 119,612 $2.8M 0.01% +118,769 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,074 shares; 2024Q4: 23,038 shares; 2025Q1: 21,146 shares; 2025Q2: 19,604 shares; 2025Q3: 19,049 shares; 2025Q4: 19,411 shares; 2026Q1: 19,080 shares 19,080 $2.79M 0.01% -331 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 8,222 shares; 2025Q1: 7,887 shares; 2025Q2: 7,757 shares; 2025Q3: 9,321 shares; 2025Q4: 11,630 shares; 2026Q1: 13,494 shares 13,494 $2.79M 0.01% +1,864 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,970 shares; 2024Q4: 343,977 shares; 2025Q1: 374,351 shares; 2025Q2: 392,382 shares; 2025Q3: 358,407 shares; 2025Q4: 78,875 shares; 2026Q1: 79,193 shares 79,193 $2.78M 0.01% +318 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: 17,401 shares; 2024Q4: 18,898 shares; 2025Q1: 18,801 shares; 2025Q2: 19,288 shares; 2025Q3: 18,621 shares; 2025Q4: 23,892 shares; 2026Q1: 40,149 shares 40,149 $2.78M 0.01% +16,257 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 36,847 shares; 2025Q1: 41,215 shares; 2025Q2: 47,028 shares; 2025Q3: 40,282 shares; 2025Q4: 34,061 shares; 2026Q1: 29,605 shares 29,605 $2.78M 0.01% -4,456 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,806 shares; 2024Q4: 69,975 shares; 2025Q1: 65,011 shares; 2025Q2: 63,364 shares; 2025Q3: 61,643 shares; 2025Q4: 66,844 shares; 2026Q1: 68,510 shares 68,510 $2.78M 0.01% +1,666 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,869 shares; 2025Q1: 78,740 shares; 2025Q2: 78,690 shares; 2025Q3: 36,890 shares; 2025Q4: 34,575 shares; 2026Q1: 74,211 shares 74,211 $2.78M 0.01% +39,636 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,215 shares; 2024Q4: 85,406 shares; 2025Q1: 83,851 shares; 2025Q2: 90,851 shares; 2025Q3: 108,998 shares; 2025Q4: 107,914 shares; 2026Q1: 104,285 shares 104,285 $2.78M 0.01% -3,629 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,136 shares; 2025Q1: 10,237 shares; 2025Q2: 10,115 shares; 2025Q3: 12,244 shares; 2025Q4: 13,941 shares; 2026Q1: 10,262 shares 10,262 $2.78M 0.01% -3,679 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: 92,028 shares; 2024Q4: 112,492 shares; 2025Q1: 109,256 shares; 2025Q2: 86,521 shares; 2025Q3: 69,551 shares; 2025Q4: 77,459 shares; 2026Q1: 53,760 shares 53,760 $2.75M 0.01% -23,699 Timeline SHM 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: 70,101 shares; 2024Q4: 81,061 shares; 2025Q1: 60,614 shares; 2025Q2: 25,421 shares; 2025Q3: 36,122 shares; 2025Q4: 41,075 shares; 2026Q1: 57,581 shares 57,581 $2.75M 0.01% +16,506 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 14,522 shares; 2025Q1: 18,474 shares; 2025Q2: 43,016 shares; 2025Q3: 50,216 shares; 2025Q4: 58,537 shares; 2026Q1: 83,007 shares 83,007 $2.75M 0.01% +24,470 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: 58,794 shares; 2024Q4: 59,751 shares; 2025Q1: 51,388 shares; 2025Q2: 52,816 shares; 2025Q3: 67,998 shares; 2025Q4: 55,441 shares; 2026Q1: 52,544 shares 52,544 $2.75M 0.01% -2,897 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,338 shares; 2024Q4: 44,760 shares; 2025Q1: 39,598 shares; 2025Q2: 43,444 shares; 2025Q3: 50,072 shares; 2025Q4: 38,991 shares; 2026Q1: 23,140 shares 23,140 $2.74M 0.01% -15,851 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,597 shares; 2024Q4: 22,421 shares; 2025Q1: 21,695 shares; 2025Q2: 22,765 shares; 2025Q3: 18,233 shares; 2025Q4: 13,698 shares; 2026Q1: 13,979 shares 13,979 $2.73M 0.01% +281 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 225,544 shares; 2026Q1: 163,594 shares 163,594 $2.72M 0.01% -61,950 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 11,155 shares; 2025Q1: 10,905 shares; 2025Q2: 12,443 shares; 2025Q3: 13,691 shares; 2025Q4: 13,152 shares; 2026Q1: 13,691 shares 13,691 $2.7M 0.01% +539 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,641 shares; 2024Q4: 74,009 shares; 2025Q1: 75,442 shares; 2025Q2: 71,817 shares; 2025Q3: 83,473 shares; 2025Q4: 98,040 shares; 2026Q1: 108,408 shares 108,408 $2.69M 0.01% +10,368 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,252 shares; 2024Q4: 19,053 shares; 2025Q1: 16,783 shares; 2025Q2: 22,341 shares; 2025Q3: 31,132 shares; 2025Q4: 23,745 shares; 2026Q1: 22,700 shares 22,700 $2.69M 0.01% -1,045 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,514 shares; 2024Q4: 137,683 shares; 2025Q1: 131,178 shares; 2025Q2: 149,370 shares; 2025Q3: 197,342 shares; 2025Q4: 261,501 shares; 2026Q1: 284,294 shares 284,294 $2.69M 0.01% +22,793 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,071 shares; 2024Q4: 28,579 shares; 2025Q1: 22,053 shares; 2025Q2: 18,652 shares; 2025Q3: 18,814 shares; 2025Q4: 21,307 shares; 2026Q1: 18,403 shares 18,403 $2.68M 0.01% -2,904 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,072 shares; 2024Q4: 27,622 shares; 2025Q1: 12,215 shares; 2025Q2: 12,256 shares; 2025Q3: 19,888 shares; 2025Q4: 21,083 shares; 2026Q1: 19,527 shares 19,527 $2.68M 0.01% -1,556 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,296 shares; 2024Q4: 74,115 shares; 2025Q1: 68,328 shares; 2025Q2: 70,330 shares; 2025Q3: 64,083 shares; 2025Q4: 68,775 shares; 2026Q1: 71,719 shares 71,719 $2.67M 0.01% +2,944 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: 35,519 shares; 2024Q4: 33,685 shares; 2025Q1: 28,212 shares; 2025Q2: 27,259 shares; 2025Q3: 27,969 shares; 2025Q4: 28,495 shares; 2026Q1: 29,151 shares 29,151 $2.67M 0.01% +656 Timeline SCZ 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: 17,361 shares; 2024Q4: 14,199 shares; 2025Q1: 12,419 shares; 2025Q2: 13,563 shares; 2025Q3: 29,165 shares; 2025Q4: 31,235 shares; 2026Q1: 33,989 shares 33,989 $2.67M 0.01% +2,754 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: 16,840 shares; 2024Q4: 19,550 shares; 2025Q1: 18,841 shares; 2025Q2: 19,155 shares; 2025Q3: 24,583 shares; 2025Q4: 26,326 shares; 2026Q1: 36,040 shares 36,040 $2.66M 0.01% +9,714 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,739 shares; 2024Q4: 23,238 shares; 2025Q1: 14,680 shares; 2025Q2: 15,403 shares; 2025Q3: 13,637 shares; 2025Q4: 18,285 shares; 2026Q1: 61,669 shares 61,669 $2.66M 0.01% +43,384 Timeline IYLD 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: 69,694 shares; 2024Q4: 237,190 shares; 2025Q1: 73,574 shares; 2025Q2: 185,649 shares; 2025Q3: 59,145 shares; 2025Q4: 56,742 shares; 2026Q1: 122,463 shares 122,463 $2.66M 0.01% +65,721 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,479 shares; 2024Q4: 36,975 shares; 2025Q1: 35,389 shares; 2025Q2: 35,427 shares; 2025Q3: 35,604 shares; 2025Q4: 35,565 shares; 2026Q1: 35,545 shares 35,545 $2.66M 0.01% -20 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,818 shares; 2024Q4: 165,168 shares; 2025Q1: 139,392 shares; 2025Q2: 137,406 shares; 2025Q3: 126,046 shares; 2025Q4: 62,684 shares; 2026Q1: 67,587 shares 67,587 $2.66M 0.01% +4,903 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 9,675 shares; 2025Q1: 9,184 shares; 2025Q2: 9,131 shares; 2025Q3: 9,087 shares; 2025Q4: 9,019 shares; 2026Q1: 9,008 shares 9,008 $2.66M 0.01% -11 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,750 shares; 2025Q1: 5,866 shares; 2025Q2: 6,294 shares; 2025Q3: 9,159 shares; 2025Q4: 9,715 shares; 2026Q1: 7,510 shares 7,510 $2.66M 0.01% -2,205 Timeline FLRG 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: not reported; 2025Q1: 7,794 shares; 2025Q2: 28,665 shares; 2025Q3: 42,738 shares; 2025Q4: 50,877 shares; 2026Q1: 72,214 shares 72,214 $2.66M 0.01% +21,337 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 9,961 shares; 2025Q1: 5,865 shares; 2025Q2: 6,676 shares; 2025Q3: 8,016 shares; 2025Q4: 12,987 shares; 2026Q1: 15,273 shares 15,273 $2.65M 0.01% +2,286 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: 6,170 shares; 2024Q4: 6,580 shares; 2025Q1: 6,018 shares; 2025Q2: 7,638 shares; 2025Q3: 21,803 shares; 2025Q4: 20,747 shares; 2026Q1: 19,562 shares 19,562 $2.65M 0.01% -1,185 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 33,973 shares; 2025Q1: 33,312 shares; 2025Q2: 49,302 shares; 2025Q3: 51,974 shares; 2025Q4: 50,097 shares; 2026Q1: 31,174 shares 31,174 $2.65M 0.01% -18,923 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 45,105 shares; 2025Q1: 47,304 shares; 2025Q2: 61,445 shares; 2025Q3: 52,825 shares; 2025Q4: 50,707 shares; 2026Q1: 52,249 shares 52,249 $2.65M 0.01% +1,542 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,991 shares; 2024Q4: 16,499 shares; 2025Q1: 62,463 shares; 2025Q2: 47,258 shares; 2025Q3: 17,594 shares; 2025Q4: 37,147 shares; 2026Q1: 52,889 shares 52,889 $2.64M 0.01% +15,742 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: 4,462 shares; 2024Q4: 3,903 shares; 2025Q1: 3,857 shares; 2025Q2: 4,089 shares; 2025Q3: 14,377 shares; 2025Q4: 13,275 shares; 2026Q1: 14,485 shares 14,485 $2.64M 0.01% +1,210 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,889 shares; 2025Q1: 5,996 shares; 2025Q2: 6,009 shares; 2025Q3: 6,110 shares; 2025Q4: 6,266 shares; 2026Q1: 6,168 shares 6,168 $2.64M 0.01% -98 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: 8,821 shares; 2024Q4: 9,065 shares; 2025Q1: 8,725 shares; 2025Q2: 8,791 shares; 2025Q3: 10,332 shares; 2025Q4: 30,415 shares; 2026Q1: 31,468 shares 31,468 $2.64M 0.01% +1,053 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 94,513 shares 94,513 $2.63M 0.01% +93,813 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,413 shares; 2024Q4: 24,228 shares; 2025Q1: 23,104 shares; 2025Q2: 25,569 shares; 2025Q3: 24,694 shares; 2025Q4: 25,048 shares; 2026Q1: 27,723 shares 27,723 $2.62M 0.01% +2,675 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,031 shares; 2025Q3: 35,339 shares; 2025Q4: 29,902 shares; 2026Q1: 97,663 shares 97,663 $2.61M 0.01% +67,761 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 10,753 shares; 2025Q3: 14,307 shares; 2025Q4: 22,641 shares; 2026Q1: 39,665 shares 39,665 $2.61M 0.01% +17,024 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: 7,515 shares; 2024Q4: 6,967 shares; 2025Q1: 17,183 shares; 2025Q2: 19,061 shares; 2025Q3: 22,669 shares; 2025Q4: 28,967 shares; 2026Q1: 33,928 shares 33,928 $2.59M 0.01% +4,961 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 50,300 shares; 2025Q1: 69,615 shares; 2025Q2: 85,778 shares; 2025Q3: 86,801 shares; 2025Q4: 83,665 shares; 2026Q1: 88,559 shares 88,559 $2.59M 0.01% +4,894 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,217 shares; 2025Q2: 69,459 shares; 2025Q3: 68,827 shares; 2025Q4: 74,897 shares; 2026Q1: 94,651 shares 94,651 $2.58M 0.01% +19,754 Timeline MILK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,994 shares; 2025Q2: 107,281 shares; 2025Q3: 101,396 shares; 2025Q4: 104,652 shares; 2026Q1: 106,734 shares 106,734 $2.58M 0.01% +2,082 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,134 shares; 2026Q1: 287,722 shares 287,722 $2.58M 0.01% +211,588 Timeline AVSC 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: 7,979 shares; 2024Q4: 13,433 shares; 2025Q1: 8,489 shares; 2025Q2: 17,027 shares; 2025Q3: 19,617 shares; 2025Q4: 29,016 shares; 2026Q1: 41,343 shares 41,343 $2.58M 0.01% +12,327 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: 20,179 shares; 2024Q4: 12,996 shares; 2025Q1: 16,671 shares; 2025Q2: 14,970 shares; 2025Q3: 14,947 shares; 2025Q4: 9,978 shares; 2026Q1: 21,139 shares 21,139 $2.57M 0.01% +11,161 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,727 shares; 2024Q4: 108,325 shares; 2025Q1: 103,598 shares; 2025Q2: 92,242 shares; 2025Q3: 97,711 shares; 2025Q4: 94,921 shares; 2026Q1: 93,441 shares 93,441 $2.57M 0.01% -1,480 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: not reported; 2024Q4: not reported; 2025Q1: 6,049 shares; 2025Q2: 9,302 shares; 2025Q3: 28,453 shares; 2025Q4: 33,515 shares; 2026Q1: 43,268 shares 43,268 $2.56M 0.01% +9,753 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,453 shares; 2024Q4: 59,143 shares; 2025Q1: 40,655 shares; 2025Q2: 65,897 shares; 2025Q3: 49,344 shares; 2025Q4: 48,943 shares; 2026Q1: 80,546 shares 80,546 $2.55M 0.01% +31,603 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,339 shares; 2025Q2: 125,061 shares; 2025Q3: 73,500 shares; 2025Q4: 77,417 shares; 2026Q1: 118,314 shares 118,314 $2.55M 0.01% +40,897 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 7,138 shares; 2025Q1: 9,679 shares; 2025Q2: 10,244 shares; 2025Q3: 12,421 shares; 2025Q4: 14,143 shares; 2026Q1: 16,840 shares 16,840 $2.55M 0.01% +2,697 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,375 shares; 2025Q1: 66,854 shares; 2025Q2: 67,151 shares; 2025Q3: 65,947 shares; 2025Q4: 68,603 shares; 2026Q1: 70,522 shares 70,522 $2.55M 0.01% +1,919 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,436 shares; 2024Q4: 67,501 shares; 2025Q1: 64,451 shares; 2025Q2: 65,008 shares; 2025Q3: 67,599 shares; 2025Q4: 70,695 shares; 2026Q1: 98,779 shares 98,779 $2.54M 0.01% +28,084 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,221 shares; 2026Q1: 125,450 shares 125,450 $2.54M 0.01% +94,229 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: 25,684 shares; 2024Q4: 20,980 shares; 2025Q1: 22,007 shares; 2025Q2: 17,854 shares; 2025Q3: 33,868 shares; 2025Q4: 65,079 shares; 2026Q1: 161,663 shares 161,663 $2.54M 0.01% +96,584 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,683 shares; 2024Q4: 29,996 shares; 2025Q1: 26,364 shares; 2025Q2: 27,126 shares; 2025Q3: 25,580 shares; 2025Q4: 65,409 shares; 2026Q1: 68,182 shares 68,182 $2.54M 0.01% +2,773 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,209 shares; 2024Q4: 53,654 shares; 2025Q1: 50,555 shares; 2025Q2: 65,339 shares; 2025Q3: 259,567 shares; 2025Q4: 456,226 shares; 2026Q1: 452,971 shares 452,971 $2.54M 0.01% -3,255 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,392 shares; 2025Q4: 32,476 shares; 2026Q1: 33,771 shares 33,771 $2.53M 0.01% +1,295 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 10,109 shares; 2025Q1: 9,300 shares; 2025Q2: 23,606 shares; 2025Q3: 42,553 shares; 2025Q4: 57,968 shares; 2026Q1: 50,715 shares 50,715 $2.52M 0.01% -7,253 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,240 shares; 2025Q1: 24,021 shares; 2025Q2: 23,940 shares; 2025Q3: 26,834 shares; 2025Q4: 27,908 shares; 2026Q1: 30,752 shares 30,752 $2.51M 0.01% +2,844 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 37,857 shares; 2025Q1: 56,826 shares; 2025Q2: 68,997 shares; 2025Q3: 77,338 shares; 2025Q4: 94,587 shares; 2026Q1: 101,107 shares 101,107 $2.51M 0.01% +6,520 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,213 shares; 2024Q4: 58,071 shares; 2025Q1: 57,121 shares; 2025Q2: 72,574 shares; 2025Q3: 70,258 shares; 2025Q4: 67,075 shares; 2026Q1: 67,943 shares 67,943 $2.5M 0.01% +868 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,131 shares; 2024Q4: 333,290 shares; 2025Q1: 146,581 shares; 2025Q2: 152,687 shares; 2025Q3: 154,598 shares; 2025Q4: 107,243 shares; 2026Q1: 124,580 shares 124,580 $2.5M 0.01% +17,337 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,531 shares; 2024Q4: 88,842 shares; 2025Q1: 89,642 shares; 2025Q2: 91,242 shares; 2025Q3: 87,138 shares; 2025Q4: 86,988 shares; 2026Q1: 86,574 shares 86,574 $2.48M 0.01% -414 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,553 shares; 2025Q4: 56,381 shares; 2026Q1: 53,564 shares 53,564 $2.48M 0.01% -2,817 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 6,569 shares; 2025Q1: 5,829 shares; 2025Q2: 6,382 shares; 2025Q3: 5,139 shares; 2025Q4: 5,078 shares; 2026Q1: 5,238 shares 5,238 $2.48M 0.01% +160 Timeline LGOV 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: 137,412 shares; 2024Q4: 121,271 shares; 2025Q1: 95,748 shares; 2025Q2: 94,420 shares; 2025Q3: 136,527 shares; 2025Q4: 133,521 shares; 2026Q1: 114,808 shares 114,808 $2.48M 0.01% -18,713 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,104 shares; 2026Q1: 21,393 shares 21,393 $2.47M 0.01% +3,289 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: 91,016 shares; 2024Q4: 69,717 shares; 2025Q1: 37,214 shares; 2025Q2: 25,756 shares; 2025Q3: 34,589 shares; 2025Q4: 45,174 shares; 2026Q1: 107,210 shares 107,210 $2.46M 0.01% +62,036 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,547 shares; 2025Q1: 59,668 shares; 2025Q2: 57,768 shares; 2025Q3: 54,518 shares; 2025Q4: 97,085 shares; 2026Q1: 92,165 shares 92,165 $2.45M 0.01% -4,920 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: 7,804 shares; 2024Q4: 7,862 shares; 2025Q1: 8,237 shares; 2025Q2: 13,301 shares; 2025Q3: 34,593 shares; 2025Q4: 36,632 shares; 2026Q1: 46,253 shares 46,253 $2.44M 0.01% +9,621 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,186 shares; 2024Q4: 739,363 shares; 2025Q1: 671,532 shares; 2025Q2: 687,604 shares; 2025Q3: 519,380 shares; 2025Q4: 456,284 shares; 2026Q1: 478,018 shares 478,018 $2.44M 0.01% +21,734 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 38,140 shares; 2025Q1: 38,052 shares; 2025Q2: 37,468 shares; 2025Q3: 46,262 shares; 2025Q4: 53,503 shares; 2026Q1: 57,090 shares 57,090 $2.43M 0.01% +3,587 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR 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: 328,036 shares; 2025Q4: 603,991 shares; 2026Q1: 616,809 shares 616,809 $2.42M 0.01% +12,818 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: 7,768 shares; 2024Q4: 6,625 shares; 2025Q1: 6,207 shares; 2025Q2: 6,230 shares; 2025Q3: 6,201 shares; 2025Q4: 6,523 shares; 2026Q1: 6,149 shares 6,149 $2.42M 0.01% -374 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 3,738 shares; 2025Q1: 3,641 shares; 2025Q2: 3,802 shares; 2025Q3: 5,346 shares; 2025Q4: 8,525 shares; 2026Q1: 8,585 shares 8,585 $2.41M 0.01% +60 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,305 shares; 2024Q4: 69,533 shares; 2025Q1: 35,701 shares; 2025Q2: 68,079 shares; 2025Q3: 36,618 shares; 2025Q4: 47,612 shares; 2026Q1: 76,128 shares 76,128 $2.4M 0.01% +28,516 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,493 shares; 2025Q3: 54,484 shares; 2025Q4: 64,391 shares; 2026Q1: 81,019 shares 81,019 $2.4M 0.01% +16,628 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,492 shares 58,492 $2.4M 0.01% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,194 shares; 2025Q2: 53,077 shares; 2025Q3: 46,232 shares; 2025Q4: 46,232 shares; 2026Q1: 86,610 shares 86,610 $2.39M 0.01% +40,378 Timeline CVY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,994 shares; 2026Q1: 87,827 shares 87,827 $2.38M 0.01% +85,833 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: 5,997 shares; 2024Q4: 5,943 shares; 2025Q1: 16,280 shares; 2025Q2: 19,213 shares; 2025Q3: 24,942 shares; 2025Q4: 26,981 shares; 2026Q1: 24,137 shares 24,137 $2.38M 0.01% -2,844 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,212 shares; 2025Q1: 4,220 shares; 2025Q2: 6,684 shares; 2025Q3: 27,229 shares; 2025Q4: 28,837 shares; 2026Q1: 28,048 shares 28,048 $2.37M 0.01% -789 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 8,127 shares; 2025Q1: 7,753 shares; 2025Q2: 8,133 shares; 2025Q3: 8,115 shares; 2025Q4: 37,555 shares; 2026Q1: 39,712 shares 39,712 $2.37M 0.01% +2,157 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,467 shares; 2024Q4: 29,993 shares; 2025Q1: 24,135 shares; 2025Q2: 30,659 shares; 2025Q3: 47,068 shares; 2025Q4: 47,227 shares; 2026Q1: 70,238 shares 70,238 $2.37M 0.01% +23,011 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: 143,498 shares; 2024Q4: 123,854 shares; 2025Q1: 46,391 shares; 2025Q2: 56,934 shares; 2025Q3: 41,492 shares; 2025Q4: 41,689 shares; 2026Q1: 47,770 shares 47,770 $2.37M 0.01% +6,081 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,049 shares; 2024Q4: 42,536 shares; 2025Q1: 39,589 shares; 2025Q2: 36,731 shares; 2025Q3: 66,625 shares; 2025Q4: 63,015 shares; 2026Q1: 62,988 shares 62,988 $2.37M 0.01% -27 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 6,776 shares; 2025Q1: 5,472 shares; 2025Q2: 6,713 shares; 2025Q3: 7,464 shares; 2025Q4: 9,188 shares; 2026Q1: 17,382 shares 17,382 $2.37M 0.01% +8,194 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,211 shares; 2024Q4: 17,211 shares; 2025Q1: 32,317 shares; 2025Q2: 32,117 shares; 2025Q3: 34,238 shares; 2025Q4: 34,235 shares; 2026Q1: 64,946 shares 64,946 $2.36M 0.01% +30,711 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 5,960 shares; 2025Q1: 5,664 shares; 2025Q2: 5,832 shares; 2025Q3: 10,806 shares; 2025Q4: 14,121 shares; 2026Q1: 7,924 shares 7,924 $2.34M 0.01% -6,197 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,692 shares; 2024Q4: 47,413 shares; 2025Q1: 47,696 shares; 2025Q2: 49,554 shares; 2025Q3: 154,252 shares; 2025Q4: 167,163 shares; 2026Q1: 118,406 shares 118,406 $2.34M 0.01% -48,757 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,347 shares; 2024Q4: 42,280 shares; 2025Q1: 26,734 shares; 2025Q2: 41,407 shares; 2025Q3: 27,908 shares; 2025Q4: 27,653 shares; 2026Q1: 64,435 shares 64,435 $2.34M 0.01% +36,782 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: 31,079 shares; 2024Q4: 30,582 shares; 2025Q1: 16,240 shares; 2025Q2: 17,420 shares; 2025Q3: 14,441 shares; 2025Q4: 13,570 shares; 2026Q1: 16,663 shares 16,663 $2.34M 0.01% +3,093 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,656 shares; 2024Q4: 92,395 shares; 2025Q1: 84,116 shares; 2025Q2: 76,593 shares; 2025Q3: 69,216 shares; 2025Q4: 61,213 shares; 2026Q1: 62,419 shares 62,419 $2.33M 0.01% +1,206 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 2,741 shares; 2026Q1: 3,666 shares 3,666 $2.33M 0.01% +925 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,583 shares; 2024Q4: 291,793 shares; 2025Q1: 278,883 shares; 2025Q2: 260,572 shares; 2025Q3: 318,754 shares; 2025Q4: 299,026 shares; 2026Q1: 350,895 shares 350,895 $2.33M 0.01% +51,869 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,392 shares; 2025Q1: 22,024 shares; 2025Q2: 14,865 shares; 2025Q3: 12,912 shares; 2025Q4: 13,233 shares; 2026Q1: 11,758 shares 11,758 $2.31M 0.01% -1,475 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: not reported; 2024Q4: 7,686 shares; 2025Q1: 19,442 shares; 2025Q2: 22,015 shares; 2025Q3: 26,539 shares; 2025Q4: 26,050 shares; 2026Q1: 32,282 shares 32,282 $2.31M 0.01% +6,232 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 19,976 shares; 2025Q1: 18,932 shares; 2025Q2: 21,396 shares; 2025Q3: 23,431 shares; 2025Q4: 23,466 shares; 2026Q1: 23,448 shares 23,448 $2.31M 0.01% -18 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,768 shares; 2025Q1: 86,165 shares; 2025Q2: 50,095 shares; 2025Q3: 50,095 shares; 2025Q4: 71,093 shares; 2026Q1: 70,940 shares 70,940 $2.31M 0.01% -153 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 125,184 shares; 2025Q1: 123,274 shares; 2025Q2: 126,776 shares; 2025Q3: 133,732 shares; 2025Q4: 124,389 shares; 2026Q1: 102,239 shares 102,239 $2.3M 0.01% -22,150 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,346 shares; 2024Q4: 18,419 shares; 2025Q1: 13,263 shares; 2025Q2: 13,114 shares; 2025Q3: 15,627 shares; 2025Q4: 17,955 shares; 2026Q1: 18,269 shares 18,269 $2.3M 0.01% +314 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,405 shares; 2024Q4: 67,750 shares; 2025Q1: 50,161 shares; 2025Q2: 72,446 shares; 2025Q3: 65,763 shares; 2025Q4: 78,779 shares; 2026Q1: 68,747 shares 68,747 $2.29M 0.01% -10,032 Timeline BIZD 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: 63,647 shares; 2024Q4: 52,942 shares; 2025Q1: 471,298 shares; 2025Q2: 568,118 shares; 2025Q3: 728,006 shares; 2025Q4: 254,338 shares; 2026Q1: 178,924 shares 178,924 $2.29M 0.01% -75,414 Timeline DFNM 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: 29,235 shares; 2026Q1: 47,736 shares 47,736 $2.29M 0.01% +18,501 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: 25,165 shares; 2024Q4: 20,692 shares; 2025Q1: 19,113 shares; 2025Q2: 21,979 shares; 2025Q3: 18,252 shares; 2025Q4: 23,134 shares; 2026Q1: 24,849 shares 24,849 $2.29M 0.01% +1,715 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,690 shares; 2024Q4: 83,046 shares; 2025Q1: 87,131 shares; 2025Q2: 104,809 shares; 2025Q3: 108,526 shares; 2025Q4: 120,072 shares; 2026Q1: 128,393 shares 128,393 $2.28M 0.01% +8,321 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: 19,765 shares; 2025Q1: 23,717 shares; 2025Q2: 33,343 shares; 2025Q3: 32,321 shares; 2025Q4: 32,678 shares; 2026Q1: 26,940 shares 26,940 $2.28M 0.01% -5,738 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 29,071 shares; 2025Q1: 28,433 shares; 2025Q2: 29,511 shares; 2025Q3: 26,547 shares; 2025Q4: 26,649 shares; 2026Q1: 30,292 shares 30,292 $2.27M 0.01% +3,643 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: 18,533 shares; 2024Q4: 22,038 shares; 2025Q1: 22,400 shares; 2025Q2: 31,435 shares; 2025Q3: 40,160 shares; 2025Q4: 36,466 shares; 2026Q1: 47,014 shares 47,014 $2.27M 0.01% +10,548 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,138 shares; 2024Q4: 53,098 shares; 2025Q1: 57,256 shares; 2025Q2: 60,839 shares; 2025Q3: 62,315 shares; 2025Q4: 62,214 shares; 2026Q1: 62,695 shares 62,695 $2.27M 0.01% +481 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,615 shares; 2024Q4: 70,153 shares; 2025Q1: 54,752 shares; 2025Q2: 70,481 shares; 2025Q3: 62,811 shares; 2025Q4: 63,056 shares; 2026Q1: 75,758 shares 75,758 $2.26M 0.01% +12,702 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,255 shares; 2024Q4: 39,124 shares; 2025Q1: 50,176 shares; 2025Q2: 49,816 shares; 2025Q3: 36,397 shares; 2025Q4: 34,271 shares; 2026Q1: 42,451 shares 42,451 $2.26M 0.01% +8,180 Timeline HYUP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,868 shares; 2026Q1: 54,474 shares 54,474 $2.26M 0.01% +47,606 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,059 shares; 2024Q4: 19,719 shares; 2025Q1: 19,610 shares; 2025Q2: 20,105 shares; 2025Q3: 17,567 shares; 2025Q4: 17,646 shares; 2026Q1: 16,728 shares 16,728 $2.26M 0.01% -918 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: 2,100 shares; 2024Q4: 2,049 shares; 2025Q1: 1,972 shares; 2025Q2: 2,204 shares; 2025Q3: 2,511 shares; 2025Q4: 5,205 shares; 2026Q1: 18,831 shares 18,831 $2.26M 0.01% +13,626 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,108 shares; 2024Q4: 25,876 shares; 2025Q1: 24,315 shares; 2025Q2: 26,366 shares; 2025Q3: 24,064 shares; 2025Q4: 34,916 shares; 2026Q1: 52,517 shares 52,517 $2.26M 0.01% +17,601 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,885 shares; 2024Q4: 148,519 shares; 2025Q1: 57,999 shares; 2025Q2: 50,473 shares; 2025Q3: 52,987 shares; 2025Q4: 50,419 shares; 2026Q1: 57,883 shares 57,883 $2.25M 0.01% +7,464 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,596 shares; 2024Q4: 94,204 shares; 2025Q1: 99,113 shares; 2025Q2: 77,739 shares; 2025Q3: 87,884 shares; 2025Q4: 94,483 shares; 2026Q1: 98,217 shares 98,217 $2.25M 0.01% +3,734 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 19,423 shares; 2025Q1: 16,437 shares; 2025Q2: 17,476 shares; 2025Q3: 14,681 shares; 2025Q4: 122,844 shares; 2026Q1: 323,813 shares 323,813 $2.25M 0.01% +200,969 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: 40,587 shares; 2024Q4: 61,097 shares; 2025Q1: 50,625 shares; 2025Q2: 58,008 shares; 2025Q3: 45,662 shares; 2025Q4: 47,647 shares; 2026Q1: 63,254 shares 63,254 $2.25M 0.01% +15,607 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 40,959 shares; 2025Q1: 49,007 shares; 2025Q2: 51,357 shares; 2025Q3: 51,292 shares; 2025Q4: 77,011 shares; 2026Q1: 83,113 shares 83,113 $2.24M 0.01% +6,102 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 10,910 shares; 2025Q1: 11,177 shares; 2025Q2: 15,284 shares; 2025Q3: 16,371 shares; 2025Q4: 18,159 shares; 2026Q1: 45,043 shares 45,043 $2.23M 0.01% +26,884 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: 86,913 shares; 2024Q4: 75,652 shares; 2025Q1: 46,403 shares; 2025Q2: 33,619 shares; 2025Q3: 35,493 shares; 2025Q4: 36,030 shares; 2026Q1: 38,762 shares 38,762 $2.23M 0.01% +2,732 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,600 shares; 2025Q1: 60,100 shares; 2025Q2: 60,100 shares; 2025Q3: 60,100 shares; 2025Q4: 60,100 shares; 2026Q1: 60,100 shares 60,100 $2.23M 0.01% 0 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,310 shares; 2025Q1: 36,603 shares; 2025Q2: 43,405 shares; 2025Q3: 48,846 shares; 2025Q4: 56,614 shares; 2026Q1: 81,422 shares 81,422 $2.23M 0.01% +24,808 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,411 shares; 2025Q1: 13,165 shares; 2025Q2: 8,656 shares; 2025Q3: 13,248 shares; 2025Q4: 11,552 shares; 2026Q1: 12,394 shares 12,394 $2.23M 0.01% +842 Timeline RYLD 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: 196,750 shares; 2024Q4: 262,859 shares; 2025Q1: 292,697 shares; 2025Q2: 284,562 shares; 2025Q3: 282,198 shares; 2025Q4: 239,337 shares; 2026Q1: 148,719 shares 148,719 $2.22M 0.01% -90,618 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,539 shares; 2024Q4: 41,344 shares; 2025Q1: 46,729 shares; 2025Q2: 57,753 shares; 2025Q3: 34,306 shares; 2025Q4: 41,588 shares; 2026Q1: 45,522 shares 45,522 $2.22M 0.01% +3,934 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,884 shares; 2024Q4: 15,681 shares; 2025Q1: 36,868 shares; 2025Q2: 37,167 shares; 2025Q3: 39,291 shares; 2025Q4: 41,378 shares; 2026Q1: 47,277 shares 47,277 $2.22M 0.01% +5,899 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,919 shares; 2025Q1: 4,860 shares; 2025Q2: 5,652 shares; 2025Q3: 26,101 shares; 2025Q4: 28,017 shares; 2026Q1: 26,183 shares 26,183 $2.22M 0.01% -1,834 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,467 shares; 2024Q4: 253,799 shares; 2025Q1: 164,322 shares; 2025Q2: 97,068 shares; 2025Q3: 92,734 shares; 2025Q4: 92,905 shares; 2026Q1: 111,182 shares 111,182 $2.22M 0.01% +18,277 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,473 shares; 2025Q3: 65,937 shares; 2025Q4: 65,948 shares; 2026Q1: 60,156 shares 60,156 $2.21M 0.01% -5,792 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: not reported; 2024Q4: 130,854 shares; 2025Q1: 148,390 shares; 2025Q2: 22,068 shares; 2025Q3: 90,417 shares; 2025Q4: 93,885 shares; 2026Q1: 115,154 shares 115,154 $2.21M 0.01% +21,269 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,879 shares; 2025Q1: 4,884 shares; 2025Q2: 5,493 shares; 2025Q3: 5,684 shares; 2025Q4: 5,731 shares; 2026Q1: 3,747 shares 3,747 $2.21M 0.01% -1,984 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,352 shares; 2025Q1: 4,886 shares; 2025Q2: 12,591 shares; 2025Q3: 12,927 shares; 2025Q4: 12,783 shares; 2026Q1: 19,796 shares 19,796 $2.21M 0.01% +7,013 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 34,401 shares; 2025Q1: 35,177 shares; 2025Q2: 36,177 shares; 2025Q3: 48,282 shares; 2025Q4: 50,817 shares; 2026Q1: 56,064 shares 56,064 $2.2M 0.01% +5,247 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 368 shares; 2025Q1: 191 shares; 2025Q2: 337 shares; 2025Q3: 193 shares; 2025Q4: 213 shares; 2026Q1: 334 shares 334 $2.2M 0.01% +121 Timeline JIRE 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: 14,389 shares; 2024Q4: 14,839 shares; 2025Q1: 11,099 shares; 2025Q2: 16,330 shares; 2025Q3: 18,536 shares; 2025Q4: 21,945 shares; 2026Q1: 29,056 shares 29,056 $2.2M 0.01% +7,111 Timeline SPMB 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: 174,789 shares; 2024Q4: 192,720 shares; 2025Q1: 194,725 shares; 2025Q2: 214,625 shares; 2025Q3: 217,518 shares; 2025Q4: 194,903 shares; 2026Q1: 98,278 shares 98,278 $2.2M 0.01% -96,625 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: 24,229 shares; 2024Q4: 28,269 shares; 2025Q1: 19,016 shares; 2025Q2: 25,034 shares; 2025Q3: 23,160 shares; 2025Q4: 21,798 shares; 2026Q1: 26,456 shares 26,456 $2.19M 0.01% +4,658 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: 23,612 shares; 2024Q4: 25,416 shares; 2025Q1: 24,800 shares; 2025Q2: 26,800 shares; 2025Q3: 25,535 shares; 2025Q4: 25,177 shares; 2026Q1: 26,780 shares 26,780 $2.19M 0.01% +1,603 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,420 shares; 2025Q1: 38,992 shares; 2025Q2: 37,664 shares; 2025Q3: 39,286 shares; 2025Q4: 37,619 shares; 2026Q1: 96,569 shares 96,569 $2.17M 0.01% +58,950 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: 25,100 shares; 2024Q4: 29,337 shares; 2025Q1: 41,815 shares; 2025Q2: 49,676 shares; 2025Q3: 47,990 shares; 2025Q4: 51,015 shares; 2026Q1: 42,708 shares 42,708 $2.16M 0.01% -8,307 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: 5,906 shares; 2024Q4: 6,488 shares; 2025Q1: 8,481 shares; 2025Q2: 10,414 shares; 2025Q3: 14,740 shares; 2025Q4: 16,290 shares; 2026Q1: 22,643 shares 22,643 $2.16M 0.01% +6,353 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: 1,834 shares; 2024Q4: 2,524 shares; 2025Q1: 1,603 shares; 2025Q2: 3,164 shares; 2025Q3: 2,946 shares; 2025Q4: 4,317 shares; 2026Q1: 9,859 shares 9,859 $2.16M 0.01% +5,542 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,521 shares; 2025Q1: not reported; 2025Q2: 8,072 shares; 2025Q3: not reported; 2025Q4: 62,454 shares; 2026Q1: 77,339 shares 77,339 $2.15M 0.01% +14,885 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,899 shares; 2025Q1: 47,655 shares; 2025Q2: 52,550 shares; 2025Q3: 55,780 shares; 2025Q4: 56,912 shares; 2026Q1: 52,294 shares 52,294 $2.15M 0.01% -4,618 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: 19,873 shares; 2025Q1: 17,831 shares; 2025Q2: 17,538 shares; 2025Q3: 38,914 shares; 2025Q4: 45,329 shares; 2026Q1: 54,468 shares 54,468 $2.15M 0.01% +9,139 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,346 shares; 2024Q4: 149,352 shares; 2025Q1: 179,513 shares; 2025Q2: 177,654 shares; 2025Q3: 189,157 shares; 2025Q4: 178,889 shares; 2026Q1: 186,831 shares 186,831 $2.15M 0.01% +7,942 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,986 shares; 2024Q4: 50,047 shares; 2025Q1: 46,857 shares; 2025Q2: 38,101 shares; 2025Q3: 35,749 shares; 2025Q4: 36,621 shares; 2026Q1: 40,243 shares 40,243 $2.15M 0.01% +3,622 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 8,514 shares; 2025Q1: 15,725 shares; 2025Q2: not reported; 2025Q3: 24,190 shares; 2025Q4: 24,769 shares; 2026Q1: 24,937 shares 24,937 $2.15M 0.01% +168 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,472 shares; 2025Q1: 5,491 shares; 2025Q2: 7,562 shares; 2025Q3: 8,679 shares; 2025Q4: 8,432 shares; 2026Q1: 25,306 shares 25,306 $2.15M 0.01% +16,874 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: 24,463 shares; 2024Q4: 16,832 shares; 2025Q1: 14,691 shares; 2025Q2: 16,242 shares; 2025Q3: 19,045 shares; 2025Q4: 27,530 shares; 2026Q1: 23,611 shares 23,611 $2.14M 0.01% -3,919 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,614 shares; 2024Q4: 128,659 shares; 2025Q1: 123,673 shares; 2025Q2: 128,401 shares; 2025Q3: 121,337 shares; 2025Q4: 116,858 shares; 2026Q1: 132,134 shares 132,134 $2.14M 0.01% +15,276 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,856 shares; 2025Q2: 38,187 shares; 2025Q3: 41,167 shares; 2025Q4: 56,127 shares; 2026Q1: 44,487 shares 44,487 $2.13M 0.01% -11,640 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: 5,614 shares; 2024Q4: 4,459 shares; 2025Q1: 10,208 shares; 2025Q2: 4,385 shares; 2025Q3: 4,495 shares; 2025Q4: 18,614 shares; 2026Q1: 21,337 shares 21,337 $2.12M 0.01% +2,723 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,839 shares; 2024Q4: 565,845 shares; 2025Q1: 185,320 shares; 2025Q2: 19,368 shares; 2025Q3: 23,184 shares; 2025Q4: 24,287 shares; 2026Q1: 24,788 shares 24,788 $2.11M 0.01% +501 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: 11,303 shares; 2024Q4: 13,421 shares; 2025Q1: 15,101 shares; 2025Q2: 28,667 shares; 2025Q3: 23,126 shares; 2025Q4: 25,235 shares; 2026Q1: 26,123 shares 26,123 $2.1M 0.01% +888 Timeline DGS 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: 49,786 shares; 2024Q4: 35,400 shares; 2025Q1: 34,476 shares; 2025Q2: 34,652 shares; 2025Q3: 32,460 shares; 2025Q4: 32,343 shares; 2026Q1: 34,979 shares 34,979 $2.1M 0.01% +2,636 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: 30,473 shares; 2024Q4: 29,965 shares; 2025Q1: 29,358 shares; 2025Q2: 30,169 shares; 2025Q3: 31,502 shares; 2025Q4: 31,360 shares; 2026Q1: 32,301 shares 32,301 $2.1M 0.01% +941 Timeline XME 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: 125,849 shares; 2024Q4: 122,091 shares; 2025Q1: 111,448 shares; 2025Q2: 11,295 shares; 2025Q3: 18,825 shares; 2025Q4: 18,783 shares; 2026Q1: 19,401 shares 19,401 $2.1M 0.01% +618 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: 80,751 shares; 2024Q4: 12,736 shares; 2025Q1: 11,511 shares; 2025Q2: 10,704 shares; 2025Q3: 24,838 shares; 2025Q4: 26,505 shares; 2026Q1: 28,589 shares 28,589 $2.09M 0.01% +2,084 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,653 shares; 2024Q4: 30,044 shares; 2025Q1: 28,933 shares; 2025Q2: 89,512 shares; 2025Q3: 89,516 shares; 2025Q4: 90,898 shares; 2026Q1: 92,918 shares 92,918 $2.09M 0.01% +2,020 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,352 shares; 2024Q4: 47,417 shares; 2025Q1: 44,654 shares; 2025Q2: 59,531 shares; 2025Q3: 55,927 shares; 2025Q4: 56,991 shares; 2026Q1: 52,445 shares 52,445 $2.09M 0.01% -4,546 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,311 shares; 2024Q4: 43,661 shares; 2025Q1: 42,686 shares; 2025Q2: 57,635 shares; 2025Q3: 55,888 shares; 2025Q4: 55,888 shares; 2026Q1: 55,805 shares 55,805 $2.08M 0.01% -83 Timeline YYY 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: 53,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,057 shares; 2025Q4: 181,544 shares; 2026Q1: 188,124 shares 188,124 $2.08M 0.01% +6,580 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,120 shares; 2024Q4: 63,080 shares; 2025Q1: 56,865 shares; 2025Q2: 63,964 shares; 2025Q3: 65,014 shares; 2025Q4: 68,887 shares; 2026Q1: 79,403 shares 79,403 $2.07M 0.01% +10,516 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 28,357 shares; 2025Q1: 32,644 shares; 2025Q2: 37,004 shares; 2025Q3: 29,732 shares; 2025Q4: 33,322 shares; 2026Q1: 43,183 shares 43,183 $2.07M 0.01% +9,861 Timeline FYT 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: 30,033 shares; 2024Q4: 33,336 shares; 2025Q1: 29,660 shares; 2025Q2: 34,069 shares; 2025Q3: 32,328 shares; 2025Q4: 32,280 shares; 2026Q1: 33,520 shares 33,520 $2.07M 0.01% +1,240 Timeline EMCB 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: 22,585 shares; 2025Q2: 25,317 shares; 2025Q3: 26,225 shares; 2025Q4: 28,002 shares; 2026Q1: 31,575 shares 31,575 $2.07M 0.01% +3,573 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,384 shares; 2025Q1: 4,101 shares; 2025Q2: 3,800 shares; 2025Q3: 3,959 shares; 2025Q4: 3,840 shares; 2026Q1: 3,418 shares 3,418 $2.07M 0.01% -422 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,648 shares; 2025Q1: 46,587 shares; 2025Q2: 46,034 shares; 2025Q3: 21,854 shares; 2025Q4: 21,464 shares; 2026Q1: 55,593 shares 55,593 $2.07M 0.01% +34,129 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 10,779 shares; 2025Q1: 10,909 shares; 2025Q2: 11,857 shares; 2025Q3: 11,566 shares; 2025Q4: 11,628 shares; 2026Q1: 5,679 shares 5,679 $2.06M 0.01% -5,949 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,923 shares; 2025Q4: 43,387 shares; 2026Q1: 45,860 shares 45,860 $2.06M 0.01% +2,473 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: 17,834 shares; 2024Q4: 18,173 shares; 2025Q1: 22,151 shares; 2025Q2: 25,189 shares; 2025Q3: 19,875 shares; 2025Q4: 27,347 shares; 2026Q1: 29,321 shares 29,321 $2.05M 0.01% +1,974 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 19,834 shares; 2025Q1: 24,504 shares; 2025Q2: 40,336 shares; 2025Q3: 41,375 shares; 2025Q4: 36,286 shares; 2026Q1: 40,267 shares 40,267 $2.05M 0.01% +3,981 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,750 shares; 2025Q3: 164,200 shares; 2025Q4: 135,950 shares; 2026Q1: 132,125 shares 132,125 $2.05M 0.01% -3,825 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,249 shares; 2024Q4: 99,574 shares; 2025Q1: 74,687 shares; 2025Q2: 90,177 shares; 2025Q3: 56,902 shares; 2025Q4: 56,643 shares; 2026Q1: 69,820 shares 69,820 $2.05M 0.01% +13,177 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,298 shares; 2024Q4: 531,476 shares; 2025Q1: 314,514 shares; 2025Q2: 310,326 shares; 2025Q3: 289,314 shares; 2025Q4: 286,008 shares; 2026Q1: 299,079 shares 299,079 $2.05M 0.01% +13,071 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 42,410 shares; 2025Q1: 47,615 shares; 2025Q2: 50,145 shares; 2025Q3: 63,661 shares; 2025Q4: 65,019 shares; 2026Q1: 65,085 shares 65,085 $2.04M 0.01% +66 Timeline IBMR 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: 10,472 shares; 2024Q4: 21,758 shares; 2025Q1: 24,492 shares; 2025Q2: 51,614 shares; 2025Q3: 51,295 shares; 2025Q4: 66,733 shares; 2026Q1: 80,415 shares 80,415 $2.04M 0.01% +13,682 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,669 shares; 2025Q1: 5,189 shares; 2025Q2: 5,603 shares; 2025Q3: 5,332 shares; 2025Q4: 5,798 shares; 2026Q1: 4,198 shares 4,198 $2.04M 0.01% -1,600 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,356 shares; 2026Q1: 121,181 shares 121,181 $2.03M 0.01% +21,825 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,113 shares; 2025Q1: 3,531 shares; 2025Q2: 5,425 shares; 2025Q3: 4,012 shares; 2025Q4: 4,325 shares; 2026Q1: 7,406 shares 7,406 $2.03M 0.01% +3,081 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 20,862 shares; 2025Q1: 21,566 shares; 2025Q2: 19,137 shares; 2025Q3: 17,115 shares; 2025Q4: 17,646 shares; 2026Q1: 17,843 shares 17,843 $2.03M 0.01% +197 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 13,188 shares; 2025Q1: 13,082 shares; 2025Q2: 14,191 shares; 2025Q3: 14,412 shares; 2025Q4: 12,874 shares; 2026Q1: 18,466 shares 18,466 $2.03M 0.01% +5,592 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,615 shares; 2026Q1: 220,392 shares 220,392 $2.02M 0.01% +17,777 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,359 shares; 2024Q4: 8,302 shares; 2025Q1: 8,345 shares; 2025Q2: 7,485 shares; 2025Q3: 13,946 shares; 2025Q4: 14,627 shares; 2026Q1: 12,829 shares 12,829 $2.02M 0.01% -1,798 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,053 shares; 2025Q1: not reported; 2025Q2: 82,084 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,956 shares 73,956 $2.02M 0.01% new Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,816 shares; 2025Q3: 23,213 shares; 2025Q4: 55,544 shares; 2026Q1: 67,611 shares 67,611 $2.01M 0.01% +12,067 Timeline FEX 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: 18,351 shares; 2024Q4: 18,963 shares; 2025Q1: 17,181 shares; 2025Q2: 17,917 shares; 2025Q3: 12,332 shares; 2025Q4: 12,647 shares; 2026Q1: 16,436 shares 16,436 $2M 0.01% +3,789 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,702 shares; 2025Q1: 13,167 shares; 2025Q2: 14,243 shares; 2025Q3: 17,965 shares; 2025Q4: 18,818 shares; 2026Q1: 19,061 shares 19,061 $2M 0.01% +243 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: 13,354 shares; 2024Q4: 13,417 shares; 2025Q1: 13,461 shares; 2025Q2: 21,253 shares; 2025Q3: 21,288 shares; 2025Q4: 21,424 shares; 2026Q1: 22,755 shares 22,755 $2M 0.01% +1,331 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 12,718 shares; 2025Q1: 12,812 shares; 2025Q2: 12,684 shares; 2025Q3: 18,516 shares; 2025Q4: 19,564 shares; 2026Q1: 21,416 shares 21,416 $2M 0.01% +1,852 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: 31,823 shares; 2024Q4: 35,278 shares; 2025Q1: 28,161 shares; 2025Q2: 36,501 shares; 2025Q3: 36,286 shares; 2025Q4: 36,525 shares; 2026Q1: 43,860 shares 43,860 $2M 0.01% +7,335 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,666 shares; 2024Q4: 89,137 shares; 2025Q1: 96,258 shares; 2025Q2: 98,534 shares; 2025Q3: 96,960 shares; 2025Q4: 119,191 shares; 2026Q1: 121,226 shares 121,226 $2M 0.01% +2,035 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,613 shares; 2025Q1: 29,067 shares; 2025Q2: 36,989 shares; 2025Q3: 26,487 shares; 2025Q4: 37,974 shares; 2026Q1: 90,681 shares 90,681 $1.99M 0.01% +52,707 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,486 shares; 2024Q4: 47,194 shares; 2025Q1: 48,396 shares; 2025Q2: 43,967 shares; 2025Q3: 42,559 shares; 2025Q4: 43,307 shares; 2026Q1: 48,816 shares 48,816 $1.98M 0.01% +5,509 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 16,152 shares; 2026Q1: 16,600 shares 16,600 $1.98M 0.01% +448 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,209 shares; 2024Q4: 53,835 shares; 2025Q1: 50,976 shares; 2025Q2: 53,592 shares; 2025Q3: 66,334 shares; 2025Q4: 65,494 shares; 2026Q1: 73,496 shares 73,496 $1.97M 0.01% +8,002 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 11,316 shares; 2025Q1: 11,259 shares; 2025Q2: 13,448 shares; 2025Q3: 11,767 shares; 2025Q4: 14,693 shares; 2026Q1: 28,831 shares 28,831 $1.97M 0.01% +14,138 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: 104,856 shares; 2024Q4: 67,506 shares; 2025Q1: 43,347 shares; 2025Q2: 111,400 shares; 2025Q3: 100,022 shares; 2025Q4: 109,057 shares; 2026Q1: 82,241 shares 82,241 $1.97M 0.01% -26,816 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,275 shares; 2025Q2: 73,207 shares; 2025Q3: 65,687 shares; 2025Q4: 75,061 shares; 2026Q1: 60,299 shares 60,299 $1.97M 0.01% -14,762 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 23,170 shares; 2025Q1: 16,095 shares; 2025Q2: 17,578 shares; 2025Q3: 24,943 shares; 2025Q4: 25,573 shares; 2026Q1: 118,241 shares 118,241 $1.96M 0.01% +92,668 Timeline DFIS 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: 52,946 shares; 2024Q4: 52,580 shares; 2025Q1: 55,474 shares; 2025Q2: 53,826 shares; 2025Q3: 55,531 shares; 2025Q4: 55,770 shares; 2026Q1: 58,237 shares 58,237 $1.96M 0.01% +2,467 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: not reported; 2025Q1: 8,872 shares; 2025Q2: 49,362 shares; 2025Q3: 33,623 shares; 2025Q4: 32,130 shares; 2026Q1: 20,888 shares 20,888 $1.96M 0.01% -11,242 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,028 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,626 shares; 2026Q1: 73,344 shares 73,344 $1.96M 0.01% +62,718 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: 28,371 shares; 2024Q4: 37,832 shares; 2025Q1: 890,801 shares; 2025Q2: 911,555 shares; 2025Q3: 29,779 shares; 2025Q4: 72,444 shares; 2026Q1: 28,421 shares 28,421 $1.95M 0.01% -44,023 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: 15,295 shares; 2024Q4: 17,026 shares; 2025Q1: 17,168 shares; 2025Q2: 16,496 shares; 2025Q3: 17,858 shares; 2025Q4: 17,709 shares; 2026Q1: 20,131 shares 20,131 $1.95M 0.01% +2,422 Timeline DFGX 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: 5,225 shares; 2024Q4: 8,888 shares; 2025Q1: 13,584 shares; 2025Q2: 19,799 shares; 2025Q3: 23,970 shares; 2025Q4: 37,102 shares; 2026Q1: 37,200 shares 37,200 $1.95M 0.01% +98 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 35,985 shares; 2025Q1: 36,063 shares; 2025Q2: 37,334 shares; 2025Q3: 35,978 shares; 2025Q4: 37,328 shares; 2026Q1: 42,595 shares 42,595 $1.95M 0.01% +5,267 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,526 shares; 2025Q1: 5,314 shares; 2025Q2: 5,077 shares; 2025Q3: 39,892 shares; 2025Q4: 43,079 shares; 2026Q1: 43,631 shares 43,631 $1.95M 0.01% +552 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 5,411 shares; 2025Q1: 5,572 shares; 2025Q2: 5,531 shares; 2025Q3: 4,965 shares; 2025Q4: 5,781 shares; 2026Q1: 4,895 shares 4,895 $1.94M 0.01% -886 Timeline QHY 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: 7,386 shares; 2024Q4: 7,253 shares; 2025Q1: 7,070 shares; 2025Q2: 6,604 shares; 2025Q3: 7,058 shares; 2025Q4: 12,314 shares; 2026Q1: 42,428 shares 42,428 $1.93M 0.01% +30,114 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,992 shares; 2024Q4: 39,492 shares; 2025Q1: 44,132 shares; 2025Q2: 48,984 shares; 2025Q3: 45,984 shares; 2025Q4: 41,484 shares; 2026Q1: 81,145 shares 81,145 $1.93M 0.01% +39,661 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,830 shares; 2025Q4: 60,437 shares; 2026Q1: 70,220 shares 70,220 $1.92M 0.01% +9,783 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 15,940 shares; 2025Q1: 15,485 shares; 2025Q2: 15,895 shares; 2025Q3: 14,826 shares; 2025Q4: 15,528 shares; 2026Q1: 17,097 shares 17,097 $1.92M 0.01% +1,569 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,919 shares; 2024Q4: 23,069 shares; 2025Q1: 24,915 shares; 2025Q2: 28,269 shares; 2025Q3: 74,049 shares; 2025Q4: 66,777 shares; 2026Q1: 65,988 shares 65,988 $1.92M 0.01% -789 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,055 shares; 2024Q4: 225,443 shares; 2025Q1: 173,321 shares; 2025Q2: 154,327 shares; 2025Q3: 134,729 shares; 2025Q4: 133,108 shares; 2026Q1: 101,266 shares 101,266 $1.92M 0.01% -31,842 Timeline IBD 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: 32,344 shares; 2024Q4: 32,367 shares; 2025Q1: 31,926 shares; 2025Q2: 24,368 shares; 2025Q3: 52,000 shares; 2025Q4: 72,917 shares; 2026Q1: 80,238 shares 80,238 $1.91M 0.01% +7,321 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: 3,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,500 shares; 2025Q3: 28,182 shares; 2025Q4: 32,895 shares; 2026Q1: 37,745 shares 37,745 $1.91M 0.01% +4,850 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,847 shares; 2025Q1: 18,590 shares; 2025Q2: 32,340 shares; 2025Q3: 44,067 shares; 2025Q4: 51,506 shares; 2026Q1: 80,111 shares 80,111 $1.91M 0.01% +28,605 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 5,341 shares; 2025Q4: 9,869 shares; 2026Q1: 20,001 shares 20,001 $1.91M 0.01% +10,132 Timeline NULV 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: 7,389 shares; 2024Q4: 7,416 shares; 2025Q1: 9,223 shares; 2025Q2: 6,308 shares; 2025Q3: 33,688 shares; 2025Q4: 40,918 shares; 2026Q1: 41,915 shares 41,915 $1.91M 0.01% +997 Timeline BSMV 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: 84,739 shares; 2024Q4: 78,933 shares; 2025Q1: 79,391 shares; 2025Q2: 81,118 shares; 2025Q3: 89,999 shares; 2025Q4: 90,384 shares; 2026Q1: 91,240 shares 91,240 $1.91M 0.01% +856 Timeline IXJ 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: 3,715 shares; 2024Q4: 2,956 shares; 2025Q1: 2,859 shares; 2025Q2: 2,918 shares; 2025Q3: 5,247 shares; 2025Q4: 5,315 shares; 2026Q1: 20,359 shares 20,359 $1.9M 0.01% +15,044 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,171 shares; 2025Q1: 3,389 shares; 2025Q2: 5,322 shares; 2025Q3: 24,802 shares; 2025Q4: 25,902 shares; 2026Q1: 23,942 shares 23,942 $1.9M 0.01% -1,960 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,938 shares; 2024Q4: 104,093 shares; 2025Q1: 103,178 shares; 2025Q2: 104,640 shares; 2025Q3: 98,318 shares; 2025Q4: 113,151 shares; 2026Q1: 113,529 shares 113,529 $1.9M 0.01% +378 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 11,336 shares; 2025Q1: 10,622 shares; 2025Q2: 10,578 shares; 2025Q3: 13,351 shares; 2025Q4: 16,072 shares; 2026Q1: 53,068 shares 53,068 $1.89M 0.01% +36,996 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: 23,312 shares; 2024Q4: 21,744 shares; 2025Q1: 19,288 shares; 2025Q2: 20,489 shares; 2025Q3: 18,322 shares; 2025Q4: 19,486 shares; 2026Q1: 20,473 shares 20,473 $1.89M 0.01% +987 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,311 shares; 2024Q4: 161,017 shares; 2025Q1: 145,345 shares; 2025Q2: 140,119 shares; 2025Q3: 122,491 shares; 2025Q4: 124,466 shares; 2026Q1: 139,739 shares 139,739 $1.89M 0.01% +15,273 Timeline GSEW 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: 4,800 shares; 2025Q2: 5,650 shares; 2025Q3: not reported; 2025Q4: 2,842 shares; 2026Q1: 22,314 shares 22,314 $1.89M 0.01% +19,472 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: 4,471 shares; 2024Q4: 17,770 shares; 2025Q1: 17,998 shares; 2025Q2: 22,471 shares; 2025Q3: 20,488 shares; 2025Q4: 24,400 shares; 2026Q1: 44,929 shares 44,929 $1.89M 0.01% +20,529 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,834 shares; 2025Q4: 141,859 shares; 2026Q1: 160,830 shares 160,830 $1.89M 0.01% +18,971 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,502 shares; 2024Q4: 54,669 shares; 2025Q1: 161,797 shares; 2025Q2: 235,944 shares; 2025Q3: 254,632 shares; 2025Q4: 80,592 shares; 2026Q1: 100,185 shares 100,185 $1.89M 0.01% +19,593 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,025 shares; 2024Q4: 55,693 shares; 2025Q1: 54,132 shares; 2025Q2: 54,178 shares; 2025Q3: 45,863 shares; 2025Q4: 48,479 shares; 2026Q1: 59,048 shares 59,048 $1.89M 0.01% +10,569 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,792 shares 24,792 $1.88M 0.01% new 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: 13,455 shares; 2024Q4: 16,909 shares; 2025Q1: 23,785 shares; 2025Q2: 26,361 shares; 2025Q3: 28,237 shares; 2025Q4: 22,087 shares; 2026Q1: 21,690 shares 21,690 $1.88M 0.01% -397 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: 10,472 shares; 2024Q4: 11,346 shares; 2025Q1: 11,560 shares; 2025Q2: 10,941 shares; 2025Q3: 9,398 shares; 2025Q4: 14,687 shares; 2026Q1: 15,742 shares 15,742 $1.88M 0.01% +1,055 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 8,615 shares; 2025Q1: 17,592 shares; 2025Q2: 22,250 shares; 2025Q3: 32,714 shares; 2025Q4: 31,420 shares; 2026Q1: 32,386 shares 32,386 $1.88M 0.01% +966 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,611 shares; 2024Q4: 37,628 shares; 2025Q1: 38,644 shares; 2025Q2: 51,700 shares; 2025Q3: 32,559 shares; 2025Q4: 34,654 shares; 2026Q1: 99,601 shares 99,601 $1.87M 0.01% +64,947 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 7,666 shares; 2025Q1: 7,607 shares; 2025Q2: 7,861 shares; 2025Q3: 7,481 shares; 2025Q4: 7,979 shares; 2026Q1: 9,044 shares 9,044 $1.86M 0.01% +1,065 Timeline JHMD 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: 41,514 shares; 2025Q4: 47,187 shares; 2026Q1: 43,783 shares 43,783 $1.86M 0.01% -3,404 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,958 shares; 2024Q4: 16,820 shares; 2025Q1: 27,610 shares; 2025Q2: 39,181 shares; 2025Q3: 33,259 shares; 2025Q4: 42,316 shares; 2026Q1: 41,966 shares 41,966 $1.85M 0.01% -350 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,798 shares; 2026Q1: 20,261 shares 20,261 $1.84M 0.01% -3,537 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,811 shares; 2024Q4: 18,073 shares; 2025Q1: 18,408 shares; 2025Q2: 18,891 shares; 2025Q3: 19,556 shares; 2025Q4: 24,181 shares; 2026Q1: 23,818 shares 23,818 $1.84M 0.01% -363 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,218 shares; 2024Q4: 26,546 shares; 2025Q1: 27,474 shares; 2025Q2: 28,737 shares; 2025Q3: 26,359 shares; 2025Q4: 19,861 shares; 2026Q1: 20,415 shares 20,415 $1.83M 0.01% +554 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,319 shares; 2024Q4: 49,670 shares; 2025Q1: 56,426 shares; 2025Q2: 60,505 shares; 2025Q3: 60,462 shares; 2025Q4: 67,614 shares; 2026Q1: 69,490 shares 69,490 $1.83M 0.01% +1,876 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,258 shares; 2024Q4: 31,268 shares; 2025Q1: 30,597 shares; 2025Q2: 29,341 shares; 2025Q3: 28,165 shares; 2025Q4: 29,029 shares; 2026Q1: 33,150 shares 33,150 $1.83M 0.01% +4,121 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: 9,359 shares; 2024Q4: 95,932 shares; 2025Q1: 94,433 shares; 2025Q2: 92,162 shares; 2025Q3: 52,353 shares; 2025Q4: 56,549 shares; 2026Q1: 110,985 shares 110,985 $1.82M 0.01% +54,436 Timeline BSMT 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: 77,639 shares; 2024Q4: 73,608 shares; 2025Q1: 73,765 shares; 2025Q2: 75,968 shares; 2025Q3: 77,357 shares; 2025Q4: 82,046 shares; 2026Q1: 79,023 shares 79,023 $1.82M 0.01% -3,023 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 50,558 shares; 2025Q1: 42,914 shares; 2025Q2: 39,615 shares; 2025Q3: 19,805 shares; 2025Q4: 34,370 shares; 2026Q1: 51,882 shares 51,882 $1.82M 0.01% +17,512 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,581 shares; 2025Q2: 32,104 shares; 2025Q3: 43,087 shares; 2025Q4: 59,618 shares; 2026Q1: 70,183 shares 70,183 $1.81M 0.01% +10,565 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,783 shares; 2024Q4: 56,140 shares; 2025Q1: 46,990 shares; 2025Q2: 59,792 shares; 2025Q3: 39,333 shares; 2025Q4: 38,688 shares; 2026Q1: 75,305 shares 75,305 $1.81M 0.01% +36,617 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,465 shares; 2025Q1: 2,929 shares; 2025Q2: 2,915 shares; 2025Q3: 3,346 shares; 2025Q4: 8,357 shares; 2026Q1: 8,632 shares 8,632 $1.8M 0.01% +275 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,064 shares; 2025Q1: 9,797 shares; 2025Q2: 11,379 shares; 2025Q3: 11,626 shares; 2025Q4: 11,910 shares; 2026Q1: 11,103 shares 11,103 $1.8M 0.01% -807 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,276 shares; 2025Q1: 7,160 shares; 2025Q2: 7,499 shares; 2025Q3: 6,995 shares; 2025Q4: 29,927 shares; 2026Q1: 27,191 shares 27,191 $1.8M 0.01% -2,736 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: 38,076 shares; 2024Q4: 42,011 shares; 2025Q1: 40,993 shares; 2025Q2: 42,534 shares; 2025Q3: 41,567 shares; 2025Q4: 38,493 shares; 2026Q1: 41,803 shares 41,803 $1.8M 0.01% +3,310 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 34,572 shares; 2025Q1: 26,036 shares; 2025Q2: 27,688 shares; 2025Q3: 25,071 shares; 2025Q4: 28,063 shares; 2026Q1: 22,529 shares 22,529 $1.8M 0.01% -5,534 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: 1,775 shares; 2024Q4: 4,276 shares; 2025Q1: 2,969 shares; 2025Q2: 3,212 shares; 2025Q3: 5,808 shares; 2025Q4: 7,345 shares; 2026Q1: 9,832 shares 9,832 $1.8M 0.01% +2,487 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: 121,622 shares; 2024Q4: 98,664 shares; 2025Q1: 91,207 shares; 2025Q2: 93,942 shares; 2025Q3: 87,311 shares; 2025Q4: 91,189 shares; 2026Q1: 59,364 shares 59,364 $1.79M 0.01% -31,825 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,273 shares; 2025Q4: 10,946 shares; 2026Q1: 11,695 shares 11,695 $1.78M 0.01% +749 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,563 shares; 2024Q4: 152,875 shares; 2025Q1: 163,317 shares; 2025Q2: 167,116 shares; 2025Q3: 175,786 shares; 2025Q4: 152,882 shares; 2026Q1: 171,598 shares 171,598 $1.78M 0.01% +18,716 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,295 shares; 2024Q4: 37,604 shares; 2025Q1: 62,734 shares; 2025Q2: 80,723 shares; 2025Q3: 82,735 shares; 2025Q4: 87,510 shares; 2026Q1: 93,683 shares 93,683 $1.78M 0.01% +6,173 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,824 shares; 2024Q4: 191,524 shares; 2025Q1: 187,426 shares; 2025Q2: 201,493 shares; 2025Q3: 334,538 shares; 2025Q4: 327,921 shares; 2026Q1: 319,795 shares 319,795 $1.77M 0.01% -8,126 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 28,443 shares; 2025Q1: 22,497 shares; 2025Q2: 21,674 shares; 2025Q3: 20,849 shares; 2025Q4: 20,805 shares; 2026Q1: 21,803 shares 21,803 $1.77M 0.01% +998 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,730 shares; 2024Q4: 24,199 shares; 2025Q1: 18,827 shares; 2025Q2: 20,342 shares; 2025Q3: 19,611 shares; 2025Q4: 21,338 shares; 2026Q1: 24,380 shares 24,380 $1.77M 0.01% +3,042 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: 11,291 shares; 2024Q4: 12,088 shares; 2025Q1: 10,970 shares; 2025Q2: 12,326 shares; 2025Q3: 11,265 shares; 2025Q4: 11,264 shares; 2026Q1: 11,470 shares 11,470 $1.77M 0.01% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 921 shares; 2025Q4: 3,136 shares; 2026Q1: 3,377 shares 3,377 $1.76M 0.01% +241 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,216 shares; 2025Q1: 61,742 shares; 2025Q2: 53,501 shares; 2025Q3: 57,382 shares; 2025Q4: 73,874 shares; 2026Q1: 65,804 shares 65,804 $1.76M 0.01% -8,070 Timeline SRLN 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: 15,716 shares; 2024Q4: 59,673 shares; 2025Q1: 38,496 shares; 2025Q2: 45,819 shares; 2025Q3: 44,642 shares; 2025Q4: 39,896 shares; 2026Q1: 43,798 shares 43,798 $1.76M 0.01% +3,902 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,059 shares; 2024Q4: 49,049 shares; 2025Q1: 32,888 shares; 2025Q2: 53,379 shares; 2025Q3: 32,899 shares; 2025Q4: 36,128 shares; 2026Q1: 35,331 shares 35,331 $1.76M 0.01% -797 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,950 shares; 2025Q1: 44,078 shares; 2025Q2: 43,933 shares; 2025Q3: 16,846 shares; 2025Q4: 19,777 shares; 2026Q1: 47,832 shares 47,832 $1.75M 0.01% +28,055 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,737 shares; 2024Q4: 28,282 shares; 2025Q1: 27,924 shares; 2025Q2: 40,754 shares; 2025Q3: 27,030 shares; 2025Q4: 27,280 shares; 2026Q1: 36,738 shares 36,738 $1.75M 0.01% +9,458 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,910 shares 85,910 $1.74M 0.01% new 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: not reported; 2024Q4: 5,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,136 shares; 2025Q4: 26,212 shares; 2026Q1: 29,076 shares 29,076 $1.74M 0.01% +2,864 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,304 shares; 2024Q4: 543,949 shares; 2025Q1: 372,698 shares; 2025Q2: 408,618 shares; 2025Q3: 312,146 shares; 2025Q4: 272,543 shares; 2026Q1: 351,395 shares 351,395 $1.74M 0.01% +78,852 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 10,821 shares; 2026Q1: 23,021 shares 23,021 $1.74M 0.01% +12,200 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,680 shares; 2025Q3: 16,699 shares; 2025Q4: 18,716 shares; 2026Q1: 21,749 shares 21,749 $1.74M 0.01% +3,033 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,559 shares; 2025Q1: 1,662 shares; 2025Q2: 2,255 shares; 2025Q3: 3,120 shares; 2025Q4: 3,606 shares; 2026Q1: 2,548 shares 2,548 $1.74M 0.01% -1,058 Timeline DFLV 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: 19,675 shares; 2024Q4: 54,778 shares; 2025Q1: 55,013 shares; 2025Q2: 48,558 shares; 2025Q3: 48,366 shares; 2025Q4: 47,874 shares; 2026Q1: 48,601 shares 48,601 $1.74M 0.01% +727 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,037 shares; 2024Q4: 40,956 shares; 2025Q1: 55,240 shares; 2025Q2: 55,591 shares; 2025Q3: 56,709 shares; 2025Q4: 59,116 shares; 2026Q1: 51,929 shares 51,929 $1.73M 0.01% -7,187 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 20,762 shares; 2025Q1: 20,793 shares; 2025Q2: 13,040 shares; 2025Q3: 12,180 shares; 2025Q4: 12,582 shares; 2026Q1: 17,822 shares 17,822 $1.73M 0.01% +5,240 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 79,594 shares; 2025Q1: 86,387 shares; 2025Q2: 85,965 shares; 2025Q3: 63,883 shares; 2025Q4: 52,557 shares; 2026Q1: 46,504 shares 46,504 $1.73M 0.01% -6,053 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,333 shares; 2025Q1: not reported; 2025Q2: 10,399 shares; 2025Q3: 11,438 shares; 2025Q4: 11,498 shares; 2026Q1: 143,666 shares 143,666 $1.73M 0.01% +132,168 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: 20,029 shares 20,029 $1.73M 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 4,403 shares; 2025Q1: 3,640 shares; 2025Q2: 4,828 shares; 2025Q3: 6,813 shares; 2025Q4: 19,775 shares; 2026Q1: 12,219 shares 12,219 $1.72M 0.01% -7,556 Timeline FMTL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,393 shares 51,393 $1.72M 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 3,550 shares; 2025Q1: 4,601 shares; 2025Q2: 5,268 shares; 2025Q3: 6,896 shares; 2025Q4: 10,774 shares; 2026Q1: 11,058 shares 11,058 $1.72M 0.01% +284 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,888 shares; 2025Q1: 2,337 shares; 2025Q2: 4,029 shares; 2025Q3: 2,322 shares; 2025Q4: 1,634 shares; 2026Q1: 1,483 shares 1,483 $1.72M 0.01% -151 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 56,845 shares; 2025Q1: 61,765 shares; 2025Q2: 61,112 shares; 2025Q3: 56,620 shares; 2025Q4: 56,620 shares; 2026Q1: 48,437 shares 48,437 $1.72M 0.01% -8,183 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,375 shares; 2024Q4: 33,305 shares; 2025Q1: 26,681 shares; 2025Q2: 26,152 shares; 2025Q3: 25,747 shares; 2025Q4: 29,049 shares; 2026Q1: 23,675 shares 23,675 $1.72M 0.01% -5,374 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: 10,433 shares; 2024Q4: 10,394 shares; 2025Q1: 9,140 shares; 2025Q2: 7,564 shares; 2025Q3: 7,458 shares; 2025Q4: 7,634 shares; 2026Q1: 7,383 shares 7,383 $1.71M 0.01% -251 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,535 shares; 2024Q4: 57,921 shares; 2025Q1: 43,776 shares; 2025Q2: 35,824 shares; 2025Q3: 46,959 shares; 2025Q4: 56,533 shares; 2026Q1: 51,456 shares 51,456 $1.71M 0.01% -5,077 Timeline VIOG 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: 31,797 shares; 2024Q4: 10,798 shares; 2025Q1: 12,203 shares; 2025Q2: 12,374 shares; 2025Q3: 12,290 shares; 2025Q4: 12,882 shares; 2026Q1: 13,711 shares 13,711 $1.71M 0.01% +829 Timeline CPLS AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,437 shares; 2025Q4: 44,666 shares; 2026Q1: 48,322 shares 48,322 $1.7M 0.01% +3,656 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,738 shares; 2024Q4: 133,181 shares; 2025Q1: 172,200 shares; 2025Q2: 147,078 shares; 2025Q3: 69,316 shares; 2025Q4: 59,263 shares; 2026Q1: 53,104 shares 53,104 $1.7M 0.01% -6,159 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: 12,672 shares; 2024Q4: 12,687 shares; 2025Q1: 12,223 shares; 2025Q2: 13,220 shares; 2025Q3: 14,629 shares; 2025Q4: 14,666 shares; 2026Q1: 12,443 shares 12,443 $1.7M 0.01% -2,223 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,319 shares; 2024Q4: 35,490 shares; 2025Q1: 35,496 shares; 2025Q2: 38,798 shares; 2025Q3: 38,139 shares; 2025Q4: 36,880 shares; 2026Q1: 37,770 shares 37,770 $1.69M 0.01% +890 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,494 shares; 2025Q1: 2,440 shares; 2025Q2: 3,193 shares; 2025Q3: 3,363 shares; 2025Q4: 3,291 shares; 2026Q1: 3,107 shares 3,107 $1.69M 0.01% -184 Timeline XSOE 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: 41,574 shares; 2024Q4: 40,286 shares; 2025Q1: 36,333 shares; 2025Q2: 39,713 shares; 2025Q3: 40,346 shares; 2025Q4: 40,671 shares; 2026Q1: 42,115 shares 42,115 $1.69M 0.01% +1,444 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,164 shares; 2025Q1: 12,696 shares; 2025Q2: 14,239 shares; 2025Q3: 19,840 shares; 2025Q4: 36,383 shares; 2026Q1: 33,896 shares 33,896 $1.69M 0.01% -2,487 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,777 shares; 2024Q4: 79,437 shares; 2025Q1: 62,867 shares; 2025Q2: 74,067 shares; 2025Q3: 67,749 shares; 2025Q4: 66,591 shares; 2026Q1: 85,481 shares 85,481 $1.69M 0.01% +18,890 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,446 shares; 2024Q4: 10,471 shares; 2025Q1: 10,036 shares; 2025Q2: 10,268 shares; 2025Q3: 7,873 shares; 2025Q4: 8,967 shares; 2026Q1: 7,760 shares 7,760 $1.68M 0.01% -1,207 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,043 shares; 2025Q2: 20,639 shares; 2025Q3: 36,368 shares; 2025Q4: 51,154 shares; 2026Q1: 69,258 shares 69,258 $1.68M 0.01% +18,104 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 6,296 shares; 2025Q1: 3,402 shares; 2025Q2: 2,716 shares; 2025Q3: 9,103 shares; 2025Q4: 12,444 shares; 2026Q1: 12,758 shares 12,758 $1.67M 0.01% +314 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 11,420 shares; 2025Q1: 11,187 shares; 2025Q2: 13,275 shares; 2025Q3: 17,726 shares; 2025Q4: 21,867 shares; 2026Q1: 23,478 shares 23,478 $1.67M 0.01% +1,611 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 4,349 shares; 2025Q1: 4,072 shares; 2025Q2: 4,176 shares; 2025Q3: 4,737 shares; 2025Q4: 5,664 shares; 2026Q1: 6,120 shares 6,120 $1.67M 0.01% +456 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,189 shares; 2024Q4: 137,679 shares; 2025Q1: 85,554 shares; 2025Q2: 120,809 shares; 2025Q3: 92,994 shares; 2025Q4: 99,010 shares; 2026Q1: 161,429 shares 161,429 $1.66M 0.01% +62,419 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 27,197 shares; 2025Q1: 23,690 shares; 2025Q2: 25,217 shares; 2025Q3: 55,450 shares; 2025Q4: 55,450 shares; 2026Q1: 58,847 shares 58,847 $1.66M 0.01% +3,397 Timeline EZM 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: 38,498 shares; 2024Q4: 44,855 shares; 2025Q1: 18,973 shares; 2025Q2: 19,816 shares; 2025Q3: 19,554 shares; 2025Q4: 20,775 shares; 2026Q1: 24,519 shares 24,519 $1.65M 0.01% +3,744 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: 78,949 shares; 2024Q4: 74,476 shares; 2025Q1: 74,451 shares; 2025Q2: 66,393 shares; 2025Q3: 63,485 shares; 2025Q4: 68,230 shares; 2026Q1: 85,369 shares 85,369 $1.64M 0.01% +17,139 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 32,564 shares; 2025Q1: 26,151 shares; 2025Q2: 28,084 shares; 2025Q3: 58,978 shares; 2025Q4: 52,572 shares; 2026Q1: 63,677 shares 63,677 $1.64M 0.01% +11,105 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,209 shares; 2025Q4: 19,708 shares; 2026Q1: 20,441 shares 20,441 $1.64M 0.01% +733 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 8,969 shares; 2025Q1: 7,272 shares; 2025Q2: 7,915 shares; 2025Q3: 6,867 shares; 2025Q4: 7,827 shares; 2026Q1: 6,826 shares 6,826 $1.63M 0.01% -1,001 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,922 shares; 2024Q4: 57,922 shares; 2025Q1: 57,180 shares; 2025Q2: 57,180 shares; 2025Q3: 57,099 shares; 2025Q4: 56,875 shares; 2026Q1: 56,286 shares 56,286 $1.63M 0.01% -589 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 68,571 shares; 2025Q1: 61,720 shares; 2025Q2: 72,436 shares; 2025Q3: 69,599 shares; 2025Q4: 76,523 shares; 2026Q1: 108,360 shares 108,360 $1.63M 0.01% +31,837 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: 34,039 shares; 2024Q4: 35,881 shares; 2025Q1: 35,048 shares; 2025Q2: 36,960 shares; 2025Q3: 32,797 shares; 2025Q4: 35,284 shares; 2026Q1: 41,809 shares 41,809 $1.63M 0.01% +6,525 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 2,905 shares; 2025Q1: 3,209 shares; 2025Q2: 3,447 shares; 2025Q3: 3,433 shares; 2025Q4: 3,389 shares; 2026Q1: 2,896 shares 2,896 $1.63M 0.01% -493 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 17,823 shares; 2025Q1: 14,407 shares; 2025Q2: 14,377 shares; 2025Q3: 19,014 shares; 2025Q4: 19,747 shares; 2026Q1: 21,238 shares 21,238 $1.62M 0.01% +1,491 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,624 shares; 2024Q4: 50,216 shares; 2025Q1: 48,396 shares; 2025Q2: 48,877 shares; 2025Q3: 56,321 shares; 2025Q4: 55,598 shares; 2026Q1: 44,762 shares 44,762 $1.62M 0.01% -10,836 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: 8,215 shares; 2024Q4: 8,450 shares; 2025Q1: 13,688 shares; 2025Q2: 21,043 shares; 2025Q3: 16,705 shares; 2025Q4: 17,146 shares; 2026Q1: 19,524 shares 19,524 $1.62M 0.01% +2,378 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,976 shares; 2024Q4: 41,497 shares; 2025Q1: 37,333 shares; 2025Q2: 50,189 shares; 2025Q3: 45,550 shares; 2025Q4: 48,152 shares; 2026Q1: 41,968 shares 41,968 $1.62M 0.01% -6,184 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 4,466 shares; 2025Q1: 3,999 shares; 2025Q2: 4,069 shares; 2025Q3: 3,196 shares; 2025Q4: 4,346 shares; 2026Q1: 5,444 shares 5,444 $1.61M 0.01% +1,098 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 56,206 shares; 2025Q1: 53,470 shares; 2025Q2: 52,848 shares; 2025Q3: 34,798 shares; 2025Q4: 33,175 shares; 2026Q1: 32,923 shares 32,923 $1.61M 0.01% -252 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 12,053 shares; 2025Q4: 17,331 shares; 2026Q1: 11,238 shares 11,238 $1.61M 0.01% -6,093 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 11,963 shares; 2025Q1: 6,583 shares; 2025Q2: 9,428 shares; 2025Q3: 30,753 shares; 2025Q4: 30,211 shares; 2026Q1: 29,883 shares 29,883 $1.61M 0.01% -328 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,217 shares; 2024Q4: 19,467 shares; 2025Q1: 18,922 shares; 2025Q2: 19,736 shares; 2025Q3: 21,505 shares; 2025Q4: 21,377 shares; 2026Q1: 68,624 shares 68,624 $1.61M 0.01% +47,247 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,507 shares; 2024Q4: 91,453 shares; 2025Q1: 79,843 shares; 2025Q2: 91,602 shares; 2025Q3: 88,226 shares; 2025Q4: 87,417 shares; 2026Q1: 73,766 shares 73,766 $1.6M 0.01% -13,651 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: 6,086 shares; 2024Q4: 6,342 shares; 2025Q1: 2,294 shares; 2025Q2: 2,764 shares; 2025Q3: 7,014 shares; 2025Q4: 6,931 shares; 2026Q1: 7,075 shares 7,075 $1.59M 0.01% +144 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: 12,647 shares; 2024Q4: 13,505 shares; 2025Q1: 11,721 shares; 2025Q2: 13,483 shares; 2025Q3: 13,087 shares; 2025Q4: 13,679 shares; 2026Q1: 17,649 shares 17,649 $1.59M 0.01% +3,970 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 11,711 shares; 2025Q1: 7,150 shares; 2025Q2: 7,083 shares; 2025Q3: 5,075 shares; 2025Q4: 14,006 shares; 2026Q1: 15,416 shares 15,416 $1.58M 0.01% +1,410 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,966 shares; 2024Q4: 67,597 shares; 2025Q1: 36,552 shares; 2025Q2: 12,631 shares; 2025Q3: 23,453 shares; 2025Q4: 33,513 shares; 2026Q1: 41,205 shares 41,205 $1.58M 0.01% +7,692 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: 6,140 shares; 2024Q4: 8,318 shares; 2025Q1: 6,407 shares; 2025Q2: 8,172 shares; 2025Q3: 6,816 shares; 2025Q4: 6,568 shares; 2026Q1: 7,906 shares 7,906 $1.58M 0.01% +1,338 Timeline TOPT 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: 36,088 shares; 2025Q1: 34,287 shares; 2025Q2: 36,371 shares; 2025Q3: 43,733 shares; 2025Q4: 55,209 shares; 2026Q1: 55,144 shares 55,144 $1.58M 0.01% -65 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,344 shares; 2025Q1: 5,167 shares; 2025Q2: 3,899 shares; 2025Q3: 4,212 shares; 2025Q4: 4,897 shares; 2026Q1: 5,185 shares 5,185 $1.58M 0.01% +288 Timeline IEV 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: 5,207 shares; 2025Q1: not reported; 2025Q2: 12,112 shares; 2025Q3: 12,112 shares; 2025Q4: 24,224 shares; 2026Q1: 23,152 shares 23,152 $1.57M 0.01% -1,072 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,771 shares; 2024Q4: 59,627 shares; 2025Q1: 45,052 shares; 2025Q2: 58,715 shares; 2025Q3: 54,183 shares; 2025Q4: 49,222 shares; 2026Q1: 52,592 shares 52,592 $1.57M 0.01% +3,370 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,781 shares; 2024Q4: 27,175 shares; 2025Q1: 13,302 shares; 2025Q2: 15,286 shares; 2025Q3: 16,264 shares; 2025Q4: 16,641 shares; 2026Q1: 24,271 shares 24,271 $1.57M 0.01% +7,630 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,668 shares; 2025Q1: 28,692 shares; 2025Q2: 21,958 shares; 2025Q3: 26,812 shares; 2025Q4: 38,720 shares; 2026Q1: 45,688 shares 45,688 $1.57M 0.01% +6,968 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 12,825 shares; 2025Q3: 31,007 shares; 2025Q4: 41,225 shares; 2026Q1: 46,311 shares 46,311 $1.57M 0.01% +5,086 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: 41,465 shares; 2024Q4: 32,759 shares; 2025Q1: 31,748 shares; 2025Q2: 31,584 shares; 2025Q3: 31,861 shares; 2025Q4: 34,494 shares; 2026Q1: 34,085 shares 34,085 $1.56M 0.01% -409 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 3,220 shares; 2025Q1: 2,955 shares; 2025Q2: 3,765 shares; 2025Q3: 2,778 shares; 2025Q4: 3,302 shares; 2026Q1: 3,674 shares 3,674 $1.56M 0.01% +372 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,135 shares; 2025Q1: 6,135 shares; 2025Q2: 6,050 shares; 2025Q3: 52,338 shares; 2025Q4: 52,602 shares; 2026Q1: 47,521 shares 47,521 $1.56M 0.01% -5,081 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,284 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,604 shares 13,604 $1.55M 0.01% new 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: 13,253 shares; 2024Q4: 22,484 shares; 2025Q1: 21,314 shares; 2025Q2: 57,099 shares; 2025Q3: 61,083 shares; 2025Q4: 69,296 shares; 2026Q1: 86,923 shares 86,923 $1.55M 0.01% +17,627 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,788 shares 133,788 $1.55M 0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 17,814 shares; 2025Q1: 13,984 shares; 2025Q2: 13,901 shares; 2025Q3: 18,056 shares; 2025Q4: 19,584 shares; 2026Q1: 24,482 shares 24,482 $1.55M 0.01% +4,898 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 8,180 shares; 2025Q1: 8,728 shares; 2025Q2: 7,254 shares; 2025Q3: 7,775 shares; 2025Q4: 7,301 shares; 2026Q1: 7,862 shares 7,862 $1.54M 0.01% +561 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 29,737 shares; 2025Q1: 13,793 shares; 2025Q2: 26,830 shares; 2025Q3: 25,858 shares; 2025Q4: 26,155 shares; 2026Q1: 52,960 shares 52,960 $1.53M 0.01% +26,805 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,910 shares; 2025Q1: 90,910 shares; 2025Q2: 92,910 shares; 2025Q3: not reported; 2025Q4: 6,500 shares; 2026Q1: 94,790 shares 94,790 $1.53M 0.01% +88,290 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 15,013 shares; 2025Q1: 13,200 shares; 2025Q2: 15,062 shares; 2025Q3: 22,354 shares; 2025Q4: 30,134 shares; 2026Q1: 32,193 shares 32,193 $1.53M 0.01% +2,059 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: 189,248 shares; 2025Q2: 183,111 shares; 2025Q3: 4,949 shares; 2025Q4: 4,898 shares; 2026Q1: 34,426 shares 34,426 $1.53M 0.01% +29,528 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: 36,668 shares; 2024Q4: 32,633 shares; 2025Q1: 32,665 shares; 2025Q2: 32,379 shares; 2025Q3: 29,347 shares; 2025Q4: 30,139 shares; 2026Q1: 35,945 shares 35,945 $1.53M 0.01% +5,806 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,570 shares; 2025Q1: 1,603 shares; 2025Q2: 2,567 shares; 2025Q3: 1,960 shares; 2025Q4: 1,929 shares; 2026Q1: 1,398 shares 1,398 $1.53M 0.01% -531 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,414 shares 13,414 $1.53M 0.01% new 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: 37,444 shares; 2024Q4: 28,965 shares; 2025Q1: 27,948 shares; 2025Q2: 29,107 shares; 2025Q3: 41,406 shares; 2025Q4: 25,498 shares; 2026Q1: 20,336 shares 20,336 $1.51M 0.01% -5,162 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,465 shares; 2024Q4: 142,339 shares; 2025Q1: 132,218 shares; 2025Q2: 176,733 shares; 2025Q3: 146,817 shares; 2025Q4: 149,817 shares; 2026Q1: 129,049 shares 129,049 $1.51M 0.01% -20,768 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,009 shares; 2024Q4: 36,637 shares; 2025Q1: 26,982 shares; 2025Q2: 29,398 shares; 2025Q3: 27,328 shares; 2025Q4: 30,140 shares; 2026Q1: 37,572 shares 37,572 $1.51M 0.01% +7,432 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,022 shares; 2025Q1: not reported; 2025Q2: 5,034 shares; 2025Q3: 15,599 shares; 2025Q4: 18,860 shares; 2026Q1: 24,271 shares 24,271 $1.51M 0.01% +5,411 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,050 shares; 2024Q4: 69,500 shares; 2025Q1: 96,400 shares; 2025Q2: 100,000 shares; 2025Q3: 200,000 shares; 2025Q4: 214,980 shares; 2026Q1: 214,626 shares 214,626 $1.51M 0.01% -354 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: 29,630 shares; 2024Q4: 27,609 shares; 2025Q1: 29,629 shares; 2025Q2: 26,986 shares; 2025Q3: 34,665 shares; 2025Q4: 35,611 shares; 2026Q1: 36,863 shares 36,863 $1.51M 0.01% +1,252 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 56,661 shares; 2025Q1: 57,169 shares; 2025Q2: 57,224 shares; 2025Q3: 65,908 shares; 2025Q4: 69,979 shares; 2026Q1: 87,656 shares 87,656 $1.5M 0.01% +17,677 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 8,845 shares; 2025Q1: 7,059 shares; 2025Q2: 8,169 shares; 2025Q3: 13,235 shares; 2025Q4: 13,357 shares; 2026Q1: 15,530 shares 15,530 $1.5M 0.01% +2,173 Timeline FDIG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,768 shares; 2025Q4: 38,296 shares; 2026Q1: 45,445 shares 45,445 $1.49M 0.01% +7,149 Timeline USTB 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: 13,955 shares; 2024Q4: 15,020 shares; 2025Q1: 14,406 shares; 2025Q2: 21,953 shares; 2025Q3: 24,215 shares; 2025Q4: 27,687 shares; 2026Q1: 29,401 shares 29,401 $1.49M 0.01% +1,714 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,390 shares; 2025Q1: 68,959 shares; 2025Q2: 66,884 shares; 2025Q3: 93,545 shares; 2025Q4: 121,725 shares; 2026Q1: 117,719 shares 117,719 $1.48M 0.01% -4,006 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 68,886 shares; 2025Q1: 43,183 shares; 2025Q2: 128,699 shares; 2025Q3: 128,576 shares; 2025Q4: 150,959 shares; 2026Q1: 134,337 shares 134,337 $1.48M 0.01% -16,622 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 12,511 shares; 2025Q1: 12,467 shares; 2025Q2: 15,740 shares; 2025Q3: 13,088 shares; 2025Q4: 8,156 shares; 2026Q1: 9,665 shares 9,665 $1.48M 0.01% +1,509 Timeline RWX 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: 43,641 shares; 2024Q4: 37,246 shares; 2025Q1: 53,230 shares; 2025Q2: 54,051 shares; 2025Q3: 54,290 shares; 2025Q4: 54,402 shares; 2026Q1: 55,549 shares 55,549 $1.48M 0.01% +1,147 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,396 shares; 2026Q1: 78,661 shares 78,661 $1.48M 0.01% +57,265 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 12,213 shares; 2025Q1: 8,893 shares; 2025Q2: 12,049 shares; 2025Q3: 14,396 shares; 2025Q4: 12,748 shares; 2026Q1: 12,686 shares 12,686 $1.47M 0.01% -62 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 17,001 shares; 2025Q1: 16,943 shares; 2025Q2: 16,715 shares; 2025Q3: 16,520 shares; 2025Q4: 17,972 shares; 2026Q1: 19,438 shares 19,438 $1.47M 0.01% +1,466 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,128 shares; 2024Q4: 17,763 shares; 2025Q1: 17,335 shares; 2025Q2: 17,502 shares; 2025Q3: 18,760 shares; 2025Q4: 18,995 shares; 2026Q1: 13,330 shares 13,330 $1.47M 0.01% -5,665 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: 14,293 shares; 2024Q4: 14,093 shares; 2025Q1: 15,829 shares; 2025Q2: 17,428 shares; 2025Q3: 18,128 shares; 2025Q4: 22,209 shares; 2026Q1: 27,941 shares 27,941 $1.45M 0.01% +5,732 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,799 shares; 2025Q4: 91,398 shares; 2026Q1: 68,728 shares 68,728 $1.45M 0.01% -22,670 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: 36,579 shares; 2025Q1: 29,448 shares; 2025Q2: 37,312 shares; 2025Q3: 29,564 shares; 2025Q4: 29,803 shares; 2026Q1: 36,759 shares 36,759 $1.45M 0.01% +6,956 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,395 shares; 2025Q3: 8,400 shares; 2025Q4: 7,650 shares; 2026Q1: 51,717 shares 51,717 $1.45M 0.01% +44,067 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 10,097 shares; 2026Q1: 18,303 shares 18,303 $1.45M 0.01% +8,206 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,960 shares; 2024Q4: 94,476 shares; 2025Q1: 75,287 shares; 2025Q2: 95,777 shares; 2025Q3: 76,398 shares; 2025Q4: 72,043 shares; 2026Q1: 104,988 shares 104,988 $1.45M 0.01% +32,945 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: 6,214 shares; 2025Q3: 14,233 shares; 2025Q4: 15,063 shares; 2026Q1: 19,039 shares 19,039 $1.45M 0.01% +3,976 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,824 shares; 2024Q4: 46,304 shares; 2025Q1: 40,498 shares; 2025Q2: 45,243 shares; 2025Q3: 39,026 shares; 2025Q4: 41,818 shares; 2026Q1: 53,702 shares 53,702 $1.44M 0.01% +11,884 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,661 shares; 2024Q4: not reported; 2025Q1: 43,793 shares; 2025Q2: 44,393 shares; 2025Q3: 49,929 shares; 2025Q4: 49,679 shares; 2026Q1: 49,502 shares 49,502 $1.44M 0.01% -177 Timeline DFEV 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: 29,084 shares; 2024Q4: 38,987 shares; 2025Q1: 38,184 shares; 2025Q2: 33,722 shares; 2025Q3: 36,409 shares; 2025Q4: 37,992 shares; 2026Q1: 40,131 shares 40,131 $1.44M 0.01% +2,139 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,599 shares; 2024Q4: 52,285 shares; 2025Q1: 53,313 shares; 2025Q2: 68,821 shares; 2025Q3: 90,487 shares; 2025Q4: 109,324 shares; 2026Q1: 120,628 shares 120,628 $1.44M 0.01% +11,304 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 45,597 shares; 2025Q1: 28,045 shares; 2025Q2: 34,348 shares; 2025Q3: 21,821 shares; 2025Q4: 31,176 shares; 2026Q1: 42,178 shares 42,178 $1.43M 0.01% +11,002 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 18,250 shares; 2025Q1: 15,921 shares; 2025Q2: 18,321 shares; 2025Q3: 16,274 shares; 2025Q4: 19,352 shares; 2026Q1: 20,027 shares 20,027 $1.43M 0.01% +675 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,361 shares; 2025Q1: 11,223 shares; 2025Q2: 10,185 shares; 2025Q3: 10,501 shares; 2025Q4: 30,530 shares; 2026Q1: 41,220 shares 41,220 $1.43M 0.01% +10,690 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,990 shares; 2024Q4: 44,472 shares; 2025Q1: 38,478 shares; 2025Q2: 43,048 shares; 2025Q3: 41,875 shares; 2025Q4: 46,357 shares; 2026Q1: 47,388 shares 47,388 $1.43M 0.01% +1,031 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,733 shares; 2024Q4: 394,445 shares; 2025Q1: 380,667 shares; 2025Q2: 384,742 shares; 2025Q3: 331,912 shares; 2025Q4: 395,817 shares; 2026Q1: 307,536 shares 307,536 $1.42M 0.01% -88,281 Timeline