ROM 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: 6,065 shares; 2024Q4: 17,434 shares; 2025Q1: 17,434 shares; 2025Q2: 17,438 shares; 2025Q3: 17,470 shares; 2025Q4: 18,156 shares; 2026Q1: 18,160 shares 18,160 $1.42M 0.01% +4 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 11,831 shares; 2025Q1: 15,742 shares; 2025Q2: 25,248 shares; 2025Q3: 22,837 shares; 2025Q4: 24,858 shares; 2026Q1: 21,834 shares 21,834 $1.42M 0.01% -3,024 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,817 shares; 2025Q1: 74,789 shares; 2025Q2: 76,024 shares; 2025Q3: 20,406 shares; 2025Q4: 16,175 shares; 2026Q1: 74,069 shares 74,069 $1.42M 0.01% +57,894 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,242 shares; 2024Q4: 31,260 shares; 2025Q1: 26,128 shares; 2025Q2: 26,486 shares; 2025Q3: 28,257 shares; 2025Q4: 30,094 shares; 2026Q1: 31,188 shares 31,188 $1.42M 0.01% +1,094 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 17,151 shares; 2025Q1: 16,203 shares; 2025Q2: 16,046 shares; 2025Q3: 36,329 shares; 2025Q4: 17,716 shares; 2026Q1: 15,937 shares 15,937 $1.41M 0.01% -1,779 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,680 shares; 2024Q4: 113,104 shares; 2025Q1: 117,412 shares; 2025Q2: 119,311 shares; 2025Q3: 120,352 shares; 2025Q4: 118,810 shares; 2026Q1: 113,615 shares 113,615 $1.41M 0.01% -5,195 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 22,778 shares; 2025Q1: 21,864 shares; 2025Q2: 11,232 shares; 2025Q3: 10,802 shares; 2025Q4: 14,947 shares; 2026Q1: 13,690 shares 13,690 $1.4M 0.01% -1,257 Timeline AVLC 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: 12,277 shares; 2024Q4: 13,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 18,067 shares 18,067 $1.4M 0.01% +12,801 Timeline EMGF 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: 20,913 shares; 2024Q4: 22,351 shares; 2025Q1: 22,335 shares; 2025Q2: 22,640 shares; 2025Q3: 22,276 shares; 2025Q4: 22,603 shares; 2026Q1: 23,154 shares 23,154 $1.4M 0.01% +551 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 10,947 shares; 2025Q1: 10,630 shares; 2025Q2: 10,128 shares; 2025Q3: 9,655 shares; 2025Q4: 8,560 shares; 2026Q1: 18,918 shares 18,918 $1.4M 0.01% +10,358 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,053 shares; 2025Q2: 6,567 shares; 2025Q3: 6,773 shares; 2025Q4: 13,394 shares; 2026Q1: 13,311 shares 13,311 $1.39M 0.01% -83 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 16,041 shares; 2025Q4: 21,209 shares; 2026Q1: 27,457 shares 27,457 $1.39M 0.01% +6,248 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,741 shares; 2024Q4: 17,022 shares; 2025Q1: 14,746 shares; 2025Q2: 15,078 shares; 2025Q3: 14,103 shares; 2025Q4: 15,698 shares; 2026Q1: 18,175 shares 18,175 $1.38M 0.01% +2,477 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 31,881 shares; 2025Q1: 32,301 shares; 2025Q2: 33,252 shares; 2025Q3: 37,612 shares; 2025Q4: 38,506 shares; 2026Q1: 40,855 shares 40,855 $1.38M 0.01% +2,349 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,751 shares; 2024Q4: 99,188 shares; 2025Q1: 108,071 shares; 2025Q2: 107,078 shares; 2025Q3: 97,412 shares; 2025Q4: 85,928 shares; 2026Q1: 87,939 shares 87,939 $1.38M 0.01% +2,011 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,683 shares; 2024Q4: 24,414 shares; 2025Q1: 22,765 shares; 2025Q2: 24,476 shares; 2025Q3: 23,876 shares; 2025Q4: 25,417 shares; 2026Q1: 29,243 shares 29,243 $1.38M 0.01% +3,826 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,665 shares; 2025Q1: 10,587 shares; 2025Q2: 14,615 shares; 2025Q3: 16,101 shares; 2025Q4: 17,934 shares; 2026Q1: 18,017 shares 18,017 $1.37M 0.01% +83 Timeline XBJL 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: 32,555 shares; 2024Q4: 32,900 shares; 2025Q1: 32,555 shares; 2025Q2: 32,900 shares; 2025Q3: 34,670 shares; 2025Q4: 34,410 shares; 2026Q1: 36,150 shares 36,150 $1.37M 0.01% +1,740 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 4,688 shares; 2025Q1: 4,764 shares; 2025Q2: 4,773 shares; 2025Q3: 4,806 shares; 2025Q4: 5,068 shares; 2026Q1: 4,858 shares 4,858 $1.37M 0.01% -210 Timeline FTQI 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: 14,004 shares; 2024Q4: 15,432 shares; 2025Q1: 18,814 shares; 2025Q2: 17,399 shares; 2025Q3: 25,699 shares; 2025Q4: 28,541 shares; 2026Q1: 68,795 shares 68,795 $1.37M 0.01% +40,254 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 17,697 shares; 2025Q1: 18,540 shares; 2025Q2: 11,889 shares; 2025Q3: 11,664 shares; 2025Q4: 10,191 shares; 2026Q1: 7,896 shares 7,896 $1.37M 0.01% -2,295 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 6,581 shares; 2025Q1: 6,086 shares; 2025Q2: 6,851 shares; 2025Q3: 6,597 shares; 2025Q4: 7,864 shares; 2026Q1: 7,595 shares 7,595 $1.37M 0.01% -269 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,152 shares; 2024Q4: 24,209 shares; 2025Q1: 20,212 shares; 2025Q2: 22,033 shares; 2025Q3: 17,210 shares; 2025Q4: 17,183 shares; 2026Q1: 18,359 shares 18,359 $1.37M 0.01% +1,176 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,083 shares; 2025Q4: 48,027 shares; 2026Q1: 50,827 shares 50,827 $1.36M 0.01% +2,800 Timeline DFGR 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: 19,407 shares; 2024Q4: 28,626 shares; 2025Q1: 30,188 shares; 2025Q2: 32,880 shares; 2025Q3: 39,257 shares; 2025Q4: 45,799 shares; 2026Q1: 51,247 shares 51,247 $1.36M 0.01% +5,448 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 14,398 shares; 2025Q1: 12,562 shares; 2025Q2: 13,418 shares; 2025Q3: 17,310 shares; 2025Q4: 16,842 shares; 2026Q1: 19,384 shares 19,384 $1.36M 0.01% +2,542 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,636 shares; 2024Q4: 49,499 shares; 2025Q1: 48,826 shares; 2025Q2: 42,153 shares; 2025Q3: 38,929 shares; 2025Q4: 50,055 shares; 2026Q1: 55,751 shares 55,751 $1.36M 0.01% +5,696 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 28,649 shares; 2025Q1: 35,901 shares; 2025Q2: 36,996 shares; 2025Q3: 36,947 shares; 2025Q4: 37,148 shares; 2026Q1: 30,342 shares 30,342 $1.36M 0.01% -6,806 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,093 shares; 2024Q4: 27,905 shares; 2025Q1: 25,652 shares; 2025Q2: 24,651 shares; 2025Q3: 21,491 shares; 2025Q4: 18,120 shares; 2026Q1: 10,779 shares 10,779 $1.36M 0.01% -7,341 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,571 shares; 2024Q4: 49,831 shares; 2025Q1: 43,787 shares; 2025Q2: 48,102 shares; 2025Q3: 56,328 shares; 2025Q4: 57,786 shares; 2026Q1: 66,383 shares 66,383 $1.36M 0.01% +8,597 Timeline OPFI OPPFI INC More: the full row for OPPFI 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: 105,052 shares; 2025Q4: 115,034 shares; 2026Q1: 176,047 shares 176,047 $1.36M 0.01% +61,013 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,208 shares; 2024Q4: 43,504 shares; 2025Q1: 42,208 shares; 2025Q2: 43,504 shares; 2025Q3: 38,763 shares; 2025Q4: 38,763 shares; 2026Q1: 40,059 shares 40,059 $1.35M 0.01% +1,296 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,226 shares; 2024Q4: 53,399 shares; 2025Q1: 50,616 shares; 2025Q2: 55,439 shares; 2025Q3: 54,567 shares; 2025Q4: 57,444 shares; 2026Q1: 59,364 shares 59,364 $1.35M 0.01% +1,920 Timeline IMAR 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: 8,735 shares; 2024Q4: 17,415 shares; 2025Q1: 9,305 shares; 2025Q2: 15,343 shares; 2025Q3: 9,905 shares; 2025Q4: 9,905 shares; 2026Q1: 46,553 shares 46,553 $1.35M 0.01% +36,648 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 35,199 shares; 2025Q3: 81,939 shares; 2025Q4: 73,843 shares; 2026Q1: 46,766 shares 46,766 $1.35M 0.01% -27,077 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,896 shares; 2026Q1: 74,720 shares 74,720 $1.35M 0.01% +16,824 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: 11,520 shares; 2025Q1: 10,906 shares; 2025Q2: 10,910 shares; 2025Q3: 10,840 shares; 2025Q4: 11,061 shares; 2026Q1: 11,455 shares 11,455 $1.34M 0.01% +394 Timeline NSEP 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: 35,318 shares; 2024Q4: 33,463 shares; 2025Q1: 28,588 shares; 2025Q2: 32,320 shares; 2025Q3: 46,164 shares; 2025Q4: 46,164 shares; 2026Q1: 46,442 shares 46,442 $1.33M 0.01% +278 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 14,310 shares; 2025Q1: 14,028 shares; 2025Q2: 14,076 shares; 2025Q3: 22,154 shares; 2025Q4: 22,503 shares; 2026Q1: 24,255 shares 24,255 $1.33M 0.01% +1,752 Timeline FID 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: 46,558 shares; 2024Q4: 46,927 shares; 2025Q1: 41,788 shares; 2025Q2: 49,863 shares; 2025Q3: 48,078 shares; 2025Q4: 50,515 shares; 2026Q1: 63,456 shares 63,456 $1.33M 0.01% +12,941 Timeline SIXZ 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: 8,422 shares; 2024Q4: 14,647 shares; 2025Q1: 19,472 shares; 2025Q2: 24,299 shares; 2025Q3: 34,154 shares; 2025Q4: 40,258 shares; 2026Q1: 45,701 shares 45,701 $1.33M 0.01% +5,443 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,029 shares; 2024Q4: 24,855 shares; 2025Q1: 25,597 shares; 2025Q2: 20,060 shares; 2025Q3: 15,192 shares; 2025Q4: 12,586 shares; 2026Q1: 11,559 shares 11,559 $1.32M 0.01% -1,027 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 19,604 shares; 2025Q1: 19,324 shares; 2025Q2: 20,257 shares; 2025Q3: 20,125 shares; 2025Q4: 20,099 shares; 2026Q1: 21,096 shares 21,096 $1.32M <0.01% +997 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 11,997 shares; 2025Q1: 12,017 shares; 2025Q2: 11,610 shares; 2025Q3: 10,562 shares; 2025Q4: 8,947 shares; 2026Q1: 10,914 shares 10,914 $1.32M <0.01% +1,967 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,594 shares; 2024Q4: 46,813 shares; 2025Q1: 42,255 shares; 2025Q2: 46,770 shares; 2025Q3: 48,272 shares; 2025Q4: 49,789 shares; 2026Q1: 49,895 shares 49,895 $1.32M <0.01% +106 Timeline AVSF 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: 12,270 shares; 2025Q4: 28,161 shares; 2026Q1: 28,094 shares 28,094 $1.31M <0.01% -67 Timeline IDEF 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: 40,037 shares 40,037 $1.31M <0.01% new Timeline PSMJ 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: 41,352 shares; 2024Q4: 41,606 shares; 2025Q1: 43,181 shares; 2025Q2: 44,881 shares; 2025Q3: 43,667 shares; 2025Q4: 43,132 shares; 2026Q1: 41,133 shares 41,133 $1.31M <0.01% -1,999 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,931 shares; 2024Q4: 69,845 shares; 2025Q1: 64,804 shares; 2025Q2: 63,695 shares; 2025Q3: 59,376 shares; 2025Q4: 60,863 shares; 2026Q1: 55,121 shares 55,121 $1.31M <0.01% -5,742 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,327 shares; 2025Q3: 29,125 shares; 2025Q4: 33,758 shares; 2026Q1: 50,916 shares 50,916 $1.31M <0.01% +17,158 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,150 shares; 2024Q4: 19,721 shares; 2025Q1: 30,846 shares; 2025Q2: 27,873 shares; 2025Q3: 24,615 shares; 2025Q4: 25,602 shares; 2026Q1: 31,121 shares 31,121 $1.3M <0.01% +5,519 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,286 shares; 2025Q1: 9,193 shares; 2025Q2: 10,295 shares; 2025Q3: 11,067 shares; 2025Q4: 11,524 shares; 2026Q1: 10,198 shares 10,198 $1.3M <0.01% -1,326 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,897 shares; 2025Q1: 101,961 shares; 2025Q2: 93,498 shares; 2025Q3: 45,238 shares; 2025Q4: 87,423 shares; 2026Q1: 65,358 shares 65,358 $1.3M <0.01% -22,065 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,925 shares; 2024Q4: 19,517 shares; 2025Q1: 12,079 shares; 2025Q2: 12,977 shares; 2025Q3: 14,365 shares; 2025Q4: 15,705 shares; 2026Q1: 15,829 shares 15,829 $1.3M <0.01% +124 Timeline EES 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: 18,096 shares; 2024Q4: 21,738 shares; 2025Q1: 18,884 shares; 2025Q2: 20,427 shares; 2025Q3: 25,088 shares; 2025Q4: 21,983 shares; 2026Q1: 22,328 shares 22,328 $1.3M <0.01% +345 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 9,658 shares; 2025Q1: 8,073 shares; 2025Q2: 8,227 shares; 2025Q3: 8,414 shares; 2025Q4: 8,056 shares; 2026Q1: 4,662 shares 4,662 $1.3M <0.01% -3,394 Timeline IDEC 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: 16,802 shares; 2025Q1: 14,716 shares; 2025Q2: 16,107 shares; 2025Q3: 14,339 shares; 2025Q4: 26,037 shares; 2026Q1: 39,783 shares 39,783 $1.3M <0.01% +13,746 Timeline EUDG 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: 26,024 shares; 2024Q4: 27,134 shares; 2025Q1: 26,716 shares; 2025Q2: 27,870 shares; 2025Q3: 28,442 shares; 2025Q4: 30,213 shares; 2026Q1: 35,467 shares 35,467 $1.29M <0.01% +5,254 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,448 shares; 2024Q4: 74,237 shares; 2025Q1: 52,046 shares; 2025Q2: 15,741 shares; 2025Q3: 14,681 shares; 2025Q4: 20,161 shares; 2026Q1: 19,992 shares 19,992 $1.29M <0.01% -169 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,991 shares; 2026Q1: 53,080 shares 53,080 $1.28M <0.01% +34,089 Timeline XFEB 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: 68,162 shares; 2024Q4: 61,561 shares; 2025Q1: 315,969 shares; 2025Q2: 171,827 shares; 2025Q3: 141,551 shares; 2025Q4: 30,906 shares; 2026Q1: 36,432 shares 36,432 $1.28M <0.01% +5,526 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,684 shares; 2025Q1: not reported; 2025Q2: 38,108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,399 shares 47,399 $1.28M <0.01% new Timeline FREL 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: 39,820 shares; 2024Q4: 38,162 shares; 2025Q1: 45,815 shares; 2025Q2: 53,047 shares; 2025Q3: 46,144 shares; 2025Q4: 44,841 shares; 2026Q1: 47,533 shares 47,533 $1.28M <0.01% +2,692 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,983 shares; 2024Q4: 116,148 shares; 2025Q1: 100,483 shares; 2025Q2: 119,061 shares; 2025Q3: 123,137 shares; 2025Q4: 115,647 shares; 2026Q1: 117,645 shares 117,645 $1.27M <0.01% +1,998 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 42,102 shares 42,102 $1.27M <0.01% +35,852 Timeline SDRL SEADRILL LTD More: the full row for SEADRILL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 28,183 shares; 2025Q1: 48,913 shares; 2025Q2: 47,366 shares; 2025Q3: 51,166 shares; 2025Q4: 30,842 shares; 2026Q1: 27,936 shares 27,936 $1.27M <0.01% -2,906 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,861 shares; 2025Q1: 8,123 shares; 2025Q2: 22,376 shares; 2025Q3: 31,015 shares; 2025Q4: 34,791 shares; 2026Q1: 40,172 shares 40,172 $1.27M <0.01% +5,381 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 403 shares; 2026Q1: 7,458 shares 7,458 $1.26M <0.01% +7,055 Timeline IBTH 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: 30,750 shares; 2024Q4: 34,634 shares; 2025Q1: 35,160 shares; 2025Q2: 33,383 shares; 2025Q3: 42,623 shares; 2025Q4: 52,994 shares; 2026Q1: 56,335 shares 56,335 $1.26M <0.01% +3,341 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,385 shares; 2024Q4: 44,691 shares; 2025Q1: 46,888 shares; 2025Q2: 45,856 shares; 2025Q3: 46,539 shares; 2025Q4: 44,378 shares; 2026Q1: 56,864 shares 56,864 $1.26M <0.01% +12,486 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,536 shares; 2025Q1: 40,902 shares; 2025Q2: 43,343 shares; 2025Q3: 45,042 shares; 2025Q4: 45,800 shares; 2026Q1: 46,340 shares 46,340 $1.26M <0.01% +540 Timeline RFV 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: 3,455 shares; 2024Q4: 3,885 shares; 2025Q1: 4,738 shares; 2025Q2: 4,550 shares; 2025Q3: 4,645 shares; 2025Q4: 9,314 shares; 2026Q1: 9,659 shares 9,659 $1.26M <0.01% +345 Timeline KDEC 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: 65,687 shares; 2025Q1: 33,846 shares; 2025Q2: 27,856 shares; 2025Q3: 24,382 shares; 2025Q4: 35,270 shares; 2026Q1: 48,775 shares 48,775 $1.25M <0.01% +13,505 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,414 shares; 2024Q4: 21,900 shares; 2025Q1: 28,427 shares; 2025Q2: 29,322 shares; 2025Q3: 23,976 shares; 2025Q4: 29,119 shares; 2026Q1: 21,126 shares 21,126 $1.25M <0.01% -7,993 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,379 shares; 2024Q4: 69,061 shares; 2025Q1: 74,586 shares; 2025Q2: 98,278 shares; 2025Q3: 95,860 shares; 2025Q4: 57,930 shares; 2026Q1: 115,045 shares 115,045 $1.25M <0.01% +57,115 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,004 shares; 2026Q1: 87,407 shares 87,407 $1.25M <0.01% -76,597 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,675 shares; 2024Q4: 40,388 shares; 2025Q1: 47,614 shares; 2025Q2: 51,520 shares; 2025Q3: 53,881 shares; 2025Q4: 62,786 shares; 2026Q1: 66,530 shares 66,530 $1.24M <0.01% +3,744 Timeline DFAR 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: 36,935 shares; 2024Q4: 61,477 shares; 2025Q1: 59,747 shares; 2025Q2: 60,528 shares; 2025Q3: 55,697 shares; 2025Q4: 50,981 shares; 2026Q1: 52,510 shares 52,510 $1.24M <0.01% +1,529 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,136 shares; 2024Q4: 120,327 shares; 2025Q1: 125,374 shares; 2025Q2: 125,689 shares; 2025Q3: 134,727 shares; 2025Q4: 128,171 shares; 2026Q1: 137,427 shares 137,427 $1.24M <0.01% +9,256 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,082 shares; 2024Q4: 44,231 shares; 2025Q1: 39,070 shares; 2025Q2: 34,195 shares; 2025Q3: 29,182 shares; 2025Q4: 25,726 shares; 2026Q1: 24,466 shares 24,466 $1.24M <0.01% -1,260 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825 shares; 2025Q3: 20,072 shares; 2025Q4: 30,291 shares; 2026Q1: 41,439 shares 41,439 $1.23M <0.01% +11,148 Timeline SIXJ 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: 34,718 shares; 2024Q4: 37,014 shares; 2025Q1: 39,437 shares; 2025Q2: 36,902 shares; 2025Q3: 31,980 shares; 2025Q4: 33,527 shares; 2026Q1: 36,584 shares 36,584 $1.23M <0.01% +3,057 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 18,385 shares; 2025Q1: 20,819 shares; 2025Q2: 18,853 shares; 2025Q3: 17,033 shares; 2025Q4: 17,038 shares; 2026Q1: 12,612 shares 12,612 $1.23M <0.01% -4,426 Timeline MAYU 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: 48,345 shares; 2024Q4: 46,345 shares; 2025Q1: 46,345 shares; 2025Q2: 45,965 shares; 2025Q3: 41,890 shares; 2025Q4: 41,165 shares; 2026Q1: 41,164 shares 41,164 $1.23M <0.01% -1 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: not reported; 2025Q1: 3,576 shares; 2025Q2: 5,057 shares; 2025Q3: 5,029 shares; 2025Q4: 14,954 shares; 2026Q1: 16,475 shares 16,475 $1.23M <0.01% +1,521 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,734 shares; 2025Q1: 91,694 shares; 2025Q2: 117,290 shares; 2025Q3: 112,930 shares; 2025Q4: 113,787 shares; 2026Q1: 111,062 shares 111,062 $1.23M <0.01% -2,725 Timeline PALC 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: 87,488 shares; 2024Q4: 91,060 shares; 2025Q1: 89,029 shares; 2025Q2: 88,394 shares; 2025Q3: 84,411 shares; 2025Q4: 25,224 shares; 2026Q1: 23,654 shares 23,654 $1.23M <0.01% -1,570 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 1,537 shares; 2025Q1: 1,517 shares; 2025Q2: 1,736 shares; 2025Q3: 1,673 shares; 2025Q4: 5,808 shares; 2026Q1: 2,497 shares 2,497 $1.23M <0.01% -3,311 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,796 shares; 2024Q4: 83,686 shares; 2025Q1: 32,660 shares; 2025Q2: 36,191 shares; 2025Q3: 52,979 shares; 2025Q4: 80,381 shares; 2026Q1: 90,526 shares 90,526 $1.22M <0.01% +10,145 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,848 shares; 2024Q4: 25,651 shares; 2025Q1: 27,561 shares; 2025Q2: 28,569 shares; 2025Q3: 28,414 shares; 2025Q4: 31,663 shares; 2026Q1: 38,521 shares 38,521 $1.22M <0.01% +6,858 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 9,411 shares; 2025Q1: 8,447 shares; 2025Q2: 13,809 shares; 2025Q3: 17,739 shares; 2025Q4: 17,884 shares; 2026Q1: 19,034 shares 19,034 $1.22M <0.01% +1,150 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 6,894 shares; 2025Q1: 3,276 shares; 2025Q2: 5,704 shares; 2025Q3: 8,065 shares; 2025Q4: 4,407 shares; 2026Q1: 6,235 shares 6,235 $1.22M <0.01% +1,828 Timeline DOL 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: 17,116 shares; 2024Q4: 21,431 shares; 2025Q1: 31,840 shares; 2025Q2: 53,056 shares; 2025Q3: 87,098 shares; 2025Q4: 79,496 shares; 2026Q1: 17,838 shares 17,838 $1.21M <0.01% -61,658 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 7,290 shares; 2025Q1: 6,024 shares; 2025Q2: 8,663 shares; 2025Q3: 10,537 shares; 2025Q4: 11,687 shares; 2026Q1: 18,366 shares 18,366 $1.21M <0.01% +6,679 Timeline SYFI 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: 21,867 shares; 2025Q4: 33,898 shares; 2026Q1: 33,967 shares 33,967 $1.21M <0.01% +69 Timeline QSIG 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: 3,142 shares; 2026Q1: 24,830 shares 24,830 $1.2M <0.01% +21,688 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 475 shares; 2025Q1: 436 shares; 2025Q2: 501 shares; 2025Q3: 478 shares; 2025Q4: 590 shares; 2026Q1: 629 shares 629 $1.2M <0.01% +39 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,958 shares; 2024Q4: 23,954 shares; 2025Q1: 21,524 shares; 2025Q2: 24,179 shares; 2025Q3: 31,547 shares; 2025Q4: 33,184 shares; 2026Q1: 38,012 shares 38,012 $1.2M <0.01% +4,828 Timeline XAPR 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: 30,049 shares; 2024Q4: 31,849 shares; 2025Q1: 28,209 shares; 2025Q2: 42,350 shares; 2025Q3: 39,094 shares; 2025Q4: 36,982 shares; 2026Q1: 32,653 shares 32,653 $1.2M <0.01% -4,329 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 26,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,650 shares; 2025Q4: 38,500 shares; 2026Q1: 53,012 shares 53,012 $1.2M <0.01% +14,512 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,103 shares; 2025Q1: 6,789 shares; 2025Q2: 6,768 shares; 2025Q3: 10,579 shares; 2025Q4: 12,437 shares; 2026Q1: 13,686 shares 13,686 $1.2M <0.01% +1,249 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,890 shares; 2026Q1: 63,135 shares 63,135 $1.2M <0.01% +19,245 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,970 shares; 2025Q1: 2,695 shares; 2025Q2: 1,870 shares; 2025Q3: 2,213 shares; 2025Q4: 3,029 shares; 2026Q1: 2,286 shares 2,286 $1.19M <0.01% -743 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,620 shares; 2024Q4: 79,297 shares; 2025Q1: 47,607 shares; 2025Q2: 78,177 shares; 2025Q3: 21,324 shares; 2025Q4: 21,277 shares; 2026Q1: 35,210 shares 35,210 $1.19M <0.01% +13,933 Timeline PRN 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: 2,244 shares; 2024Q4: 3,736 shares; 2025Q1: 5,615 shares; 2025Q2: 4,897 shares; 2025Q3: 4,820 shares; 2025Q4: 4,690 shares; 2026Q1: 6,134 shares 6,134 $1.19M <0.01% +1,444 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 12,360 shares; 2025Q1: 5,940 shares; 2025Q2: 13,340 shares; 2025Q3: 12,481 shares; 2025Q4: 20,952 shares; 2026Q1: 22,484 shares 22,484 $1.19M <0.01% +1,532 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,361 shares 33,361 $1.19M <0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,450 shares; 2025Q1: 108,000 shares; 2025Q2: 99,346 shares; 2025Q3: 102,425 shares; 2025Q4: 93,315 shares; 2026Q1: 92,513 shares 92,513 $1.19M <0.01% -802 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,937 shares; 2025Q1: 5,004 shares; 2025Q2: 5,011 shares; 2025Q3: 5,020 shares; 2025Q4: 5,027 shares; 2026Q1: 4,735 shares 4,735 $1.19M <0.01% -292 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,166 shares; 2024Q4: 57,259 shares; 2025Q1: 50,048 shares; 2025Q2: 45,691 shares; 2025Q3: 43,777 shares; 2025Q4: 42,119 shares; 2026Q1: 41,433 shares 41,433 $1.19M <0.01% -686 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,440 shares; 2024Q4: 28,440 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 28,100 shares; 2025Q4: 28,100 shares; 2026Q1: 34,313 shares 34,313 $1.19M <0.01% +6,213 Timeline TAFM 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: 9,551 shares; 2025Q3: 14,658 shares; 2025Q4: 38,444 shares; 2026Q1: 46,873 shares 46,873 $1.19M <0.01% +8,429 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,035 shares; 2024Q4: 15,036 shares; 2025Q1: 15,036 shares; 2025Q2: 17,694 shares; 2025Q3: 17,707 shares; 2025Q4: 17,907 shares; 2026Q1: 17,894 shares 17,894 $1.18M <0.01% -13 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,865 shares; 2024Q4: 28,012 shares; 2025Q1: 23,655 shares; 2025Q2: 19,939 shares; 2025Q3: 36,836 shares; 2025Q4: 34,275 shares; 2026Q1: 26,650 shares 26,650 $1.18M <0.01% -7,625 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 11,108 shares; 2025Q1: 14,719 shares; 2025Q2: 21,011 shares; 2025Q3: 21,216 shares; 2025Q4: 19,973 shares; 2026Q1: 12,285 shares 12,285 $1.18M <0.01% -7,688 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 23,353 shares; 2025Q1: 18,072 shares; 2025Q2: 18,200 shares; 2025Q3: 17,398 shares; 2025Q4: 15,944 shares; 2026Q1: 16,935 shares 16,935 $1.17M <0.01% +991 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 24,483 shares; 2025Q3: 25,034 shares; 2025Q4: 22,967 shares; 2026Q1: 25,586 shares 25,586 $1.17M <0.01% +2,619 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,293 shares; 2024Q4: 43,468 shares; 2025Q1: 34,667 shares; 2025Q2: 38,356 shares; 2025Q3: 34,906 shares; 2025Q4: 36,449 shares; 2026Q1: 40,469 shares 40,469 $1.17M <0.01% +4,020 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,645 shares; 2024Q4: 19,946 shares; 2025Q1: 17,645 shares; 2025Q2: 17,837 shares; 2025Q3: 20,891 shares; 2025Q4: 21,174 shares; 2026Q1: 28,887 shares 28,887 $1.17M <0.01% +7,713 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,606 shares; 2025Q1: 75,664 shares; 2025Q2: 58,270 shares; 2025Q3: 61,212 shares; 2025Q4: 35,727 shares; 2026Q1: 23,562 shares 23,562 $1.17M <0.01% -12,165 Timeline KNOV 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: 11,856 shares; 2025Q1: 9,602 shares; 2025Q2: 12,012 shares; 2025Q3: 9,901 shares; 2025Q4: 39,272 shares; 2026Q1: 40,777 shares 40,777 $1.17M <0.01% +1,505 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,820 shares; 2024Q4: 55,526 shares; 2025Q1: 55,574 shares; 2025Q2: 56,651 shares; 2025Q3: 56,472 shares; 2025Q4: 61,545 shares; 2026Q1: 80,876 shares 80,876 $1.17M <0.01% +19,331 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 6,715 shares; 2025Q1: 6,709 shares; 2025Q2: 6,707 shares; 2025Q3: 7,706 shares; 2025Q4: 8,688 shares; 2026Q1: 8,907 shares 8,907 $1.17M <0.01% +219 Timeline VLU 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: 2,458 shares; 2024Q4: 5,176 shares; 2025Q1: 2,733 shares; 2025Q2: 5,693 shares; 2025Q3: 2,731 shares; 2025Q4: 2,744 shares; 2026Q1: 5,404 shares 5,404 $1.16M <0.01% +2,660 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,922 shares; 2026Q1: 37,726 shares 37,726 $1.16M <0.01% +804 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,137 shares; 2025Q2: 31,362 shares; 2025Q3: 29,904 shares; 2025Q4: 29,664 shares; 2026Q1: 29,964 shares 29,964 $1.16M <0.01% +300 Timeline CVIE 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: 14,957 shares; 2025Q4: 15,865 shares; 2026Q1: 15,958 shares 15,958 $1.16M <0.01% +93 Timeline NTSI 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: 14,819 shares; 2025Q1: 23,969 shares; 2025Q2: 25,605 shares; 2025Q3: 25,612 shares; 2025Q4: 25,861 shares; 2026Q1: 26,348 shares 26,348 $1.16M <0.01% +487 Timeline HYFI 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: 27,379 shares; 2025Q4: 29,056 shares; 2026Q1: 31,130 shares 31,130 $1.16M <0.01% +2,074 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,502 shares; 2024Q4: 26,683 shares; 2025Q1: 24,130 shares; 2025Q2: 24,323 shares; 2025Q3: 24,505 shares; 2025Q4: 24,683 shares; 2026Q1: 24,158 shares 24,158 $1.16M <0.01% -525 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 11,277 shares; 2025Q1: 11,781 shares; 2025Q2: 14,129 shares; 2025Q3: 13,897 shares; 2025Q4: 14,310 shares; 2026Q1: 15,167 shares 15,167 $1.16M <0.01% +857 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,138 shares; 2025Q3: 1,233 shares; 2025Q4: 1,641 shares; 2026Q1: 2,822 shares 2,822 $1.15M <0.01% +1,181 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,555 shares; 2024Q4: 51,475 shares; 2025Q1: 52,390 shares; 2025Q2: 53,376 shares; 2025Q3: 54,620 shares; 2025Q4: 55,619 shares; 2026Q1: 55,795 shares 55,795 $1.15M <0.01% +176 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,231 shares; 2024Q4: 27,202 shares; 2025Q1: 22,059 shares; 2025Q2: 29,453 shares; 2025Q3: 46,759 shares; 2025Q4: 54,922 shares; 2026Q1: 55,358 shares 55,358 $1.15M <0.01% +436 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,844 shares; 2024Q4: 76,518 shares; 2025Q1: 64,114 shares; 2025Q2: 62,417 shares; 2025Q3: 50,666 shares; 2025Q4: 48,442 shares; 2026Q1: 51,123 shares 51,123 $1.15M <0.01% +2,681 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,811 shares; 2024Q4: 41,461 shares; 2025Q1: 37,977 shares; 2025Q2: 39,731 shares; 2025Q3: 39,207 shares; 2025Q4: 40,804 shares; 2026Q1: 38,175 shares 38,175 $1.14M <0.01% -2,629 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 4,376 shares; 2025Q1: 3,933 shares; 2025Q2: 3,918 shares; 2025Q3: 3,949 shares; 2025Q4: 4,086 shares; 2026Q1: 6,488 shares 6,488 $1.14M <0.01% +2,402 Timeline IBCA 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: 11,505 shares; 2026Q1: 44,505 shares 44,505 $1.14M <0.01% +33,000 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 5,169 shares; 2025Q1: 4,465 shares; 2025Q2: 4,150 shares; 2025Q3: 4,136 shares; 2025Q4: 4,083 shares; 2026Q1: 4,070 shares 4,070 $1.14M <0.01% -13 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 69,877 shares; 2025Q1: 69,830 shares; 2025Q2: 67,962 shares; 2025Q3: 172,293 shares; 2025Q4: 66,217 shares; 2026Q1: 73,775 shares 73,775 $1.14M <0.01% +7,558 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 8,337 shares; 2025Q4: 17,706 shares; 2026Q1: 15,127 shares 15,127 $1.14M <0.01% -2,579 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,286 shares; 2024Q4: 93,786 shares; 2025Q1: 18,778 shares; 2025Q2: 26,357 shares; 2025Q3: 26,901 shares; 2025Q4: 23,261 shares; 2026Q1: 19,995 shares 19,995 $1.14M <0.01% -3,266 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,795 shares; 2024Q4: 107,317 shares; 2025Q1: 105,638 shares; 2025Q2: 87,985 shares; 2025Q3: 91,227 shares; 2025Q4: 73,100 shares; 2026Q1: 86,676 shares 86,676 $1.14M <0.01% +13,576 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,624 shares; 2025Q1: 46,809 shares; 2025Q2: 39,417 shares; 2025Q3: 23,287 shares; 2025Q4: 27,936 shares; 2026Q1: 38,146 shares 38,146 $1.13M <0.01% +10,210 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,136 shares; 2025Q1: 9,335 shares; 2025Q2: 13,601 shares; 2025Q3: 17,181 shares; 2025Q4: 26,136 shares; 2026Q1: 41,432 shares 41,432 $1.13M <0.01% +15,296 Timeline SUSC 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: 22,388 shares; 2025Q4: 40,699 shares; 2026Q1: 48,960 shares 48,960 $1.13M <0.01% +8,261 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 19,579 shares; 2025Q1: 17,111 shares; 2025Q2: 20,193 shares; 2025Q3: 21,278 shares; 2025Q4: 39,321 shares; 2026Q1: 44,734 shares 44,734 $1.12M <0.01% +5,413 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,147 shares; 2024Q4: 10,005 shares; 2025Q1: 8,324 shares; 2025Q2: 9,634 shares; 2025Q3: 20,928 shares; 2025Q4: 9,993 shares; 2026Q1: 12,246 shares 12,246 $1.11M <0.01% +2,253 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 4,217 shares; 2025Q1: 4,232 shares; 2025Q2: 5,083 shares; 2025Q3: 7,682 shares; 2025Q4: 9,522 shares; 2026Q1: 6,708 shares 6,708 $1.11M <0.01% -2,814 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,952 shares; 2024Q4: 15,643 shares; 2025Q1: 15,921 shares; 2025Q2: 17,514 shares; 2025Q3: 16,644 shares; 2025Q4: 16,663 shares; 2026Q1: 23,171 shares 23,171 $1.11M <0.01% +6,508 Timeline XBJA 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: 34,027 shares; 2024Q4: 33,718 shares; 2025Q1: 33,718 shares; 2025Q2: 28,926 shares; 2025Q3: 30,012 shares; 2025Q4: 28,640 shares; 2026Q1: 35,505 shares 35,505 $1.11M <0.01% +6,865 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,699 shares; 2024Q4: 56,975 shares; 2025Q1: 44,343 shares; 2025Q2: 26,490 shares; 2025Q3: 21,954 shares; 2025Q4: 19,821 shares; 2026Q1: 20,098 shares 20,098 $1.11M <0.01% +277 Timeline BLOK 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: 13,182 shares; 2024Q4: 13,200 shares; 2025Q1: 12,199 shares; 2025Q2: 15,122 shares; 2025Q3: 19,169 shares; 2025Q4: 20,718 shares; 2026Q1: 22,245 shares 22,245 $1.11M <0.01% +1,527 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 11,581 shares; 2025Q1: 8,934 shares; 2025Q2: 12,225 shares; 2025Q3: 9,830 shares; 2025Q4: 9,931 shares; 2026Q1: 20,010 shares 20,010 $1.11M <0.01% +10,079 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,176 shares; 2025Q2: 10,569 shares; 2025Q3: 14,047 shares; 2025Q4: 12,791 shares; 2026Q1: 24,574 shares 24,574 $1.11M <0.01% +11,783 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 9,729 shares; 2025Q1: 9,808 shares; 2025Q2: 8,352 shares; 2025Q3: 8,662 shares; 2025Q4: 14,347 shares; 2026Q1: 19,486 shares 19,486 $1.1M <0.01% +5,139 Timeline ZJUN 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: 39,624 shares; 2025Q3: 42,394 shares; 2025Q4: 41,558 shares; 2026Q1: 40,788 shares 40,788 $1.1M <0.01% -770 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,049 shares; 2025Q1: 25,802 shares; 2025Q2: 25,368 shares; 2025Q3: 33,561 shares; 2025Q4: 33,245 shares; 2026Q1: 39,693 shares 39,693 $1.1M <0.01% +6,448 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,753 shares; 2024Q4: 37,605 shares; 2025Q1: 28,444 shares; 2025Q2: 27,727 shares; 2025Q3: 27,835 shares; 2025Q4: 20,082 shares; 2026Q1: 16,215 shares 16,215 $1.1M <0.01% -3,867 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,157 shares; 2024Q4: 23,548 shares; 2025Q1: 22,180 shares; 2025Q2: 21,431 shares; 2025Q3: 20,661 shares; 2025Q4: 17,965 shares; 2026Q1: 17,414 shares 17,414 $1.1M <0.01% -551 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,853 shares; 2025Q1: 6,087 shares; 2025Q2: 5,850 shares; 2025Q3: 7,150 shares; 2025Q4: 7,688 shares; 2026Q1: 8,127 shares 8,127 $1.09M <0.01% +439 Timeline AGMI THEMES ETF TR More: the full row for THEMES 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: 4,382 shares; 2025Q4: 9,189 shares; 2026Q1: 16,179 shares 16,179 $1.09M <0.01% +6,990 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 5,145 shares; 2025Q1: 5,179 shares; 2025Q2: 5,404 shares; 2025Q3: 5,615 shares; 2025Q4: 5,668 shares; 2026Q1: 5,591 shares 5,591 $1.09M <0.01% -77 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 4,091 shares; 2025Q1: 4,747 shares; 2025Q2: 5,106 shares; 2025Q3: 4,997 shares; 2025Q4: 10,622 shares; 2026Q1: 13,669 shares 13,669 $1.09M <0.01% +3,047 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,161 shares; 2024Q4: 83,185 shares; 2025Q1: 32,438 shares; 2025Q2: 21,450 shares; 2025Q3: 27,945 shares; 2025Q4: 32,149 shares; 2026Q1: 32,023 shares 32,023 $1.08M <0.01% -126 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,609 shares; 2024Q4: 42,334 shares; 2025Q1: 42,215 shares; 2025Q2: 47,936 shares; 2025Q3: 42,390 shares; 2025Q4: 66,744 shares; 2026Q1: 69,444 shares 69,444 $1.08M <0.01% +2,700 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 23,516 shares; 2025Q1: 20,834 shares; 2025Q2: 21,646 shares; 2025Q3: 20,591 shares; 2025Q4: 21,210 shares; 2026Q1: 29,816 shares 29,816 $1.08M <0.01% +8,606 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 207,510 shares; 2025Q4: 143,850 shares; 2026Q1: 73,750 shares 73,750 $1.08M <0.01% -70,100 Timeline XAUG 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: 63,789 shares; 2024Q4: 63,730 shares; 2025Q1: 38,596 shares; 2025Q2: 28,007 shares; 2025Q3: 35,459 shares; 2025Q4: 29,401 shares; 2026Q1: 29,186 shares 29,186 $1.08M <0.01% -215 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,716 shares; 2025Q1: 9,769 shares; 2025Q2: 10,402 shares; 2025Q3: 10,804 shares; 2025Q4: 11,038 shares; 2026Q1: 9,150 shares 9,150 $1.08M <0.01% -1,888 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,487 shares; 2024Q4: 32,530 shares; 2025Q1: 31,084 shares; 2025Q2: 31,190 shares; 2025Q3: 49,133 shares; 2025Q4: 50,470 shares; 2026Q1: 48,561 shares 48,561 $1.08M <0.01% -1,909 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,053 shares; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 19,780 shares; 2025Q4: 24,821 shares; 2026Q1: 29,987 shares 29,987 $1.08M <0.01% +5,166 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,513 shares; 2025Q4: 28,288 shares; 2026Q1: 31,273 shares 31,273 $1.08M <0.01% +2,985 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 15,114 shares; 2025Q1: 13,873 shares; 2025Q2: 13,270 shares; 2025Q3: 16,405 shares; 2025Q4: 21,254 shares; 2026Q1: 24,001 shares 24,001 $1.08M <0.01% +2,747 Timeline BUL 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: 6,664 shares; 2025Q1: 8,855 shares; 2025Q2: 12,042 shares; 2025Q3: 13,858 shares; 2025Q4: 22,421 shares; 2026Q1: 19,903 shares 19,903 $1.08M <0.01% -2,518 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,594 shares; 2025Q1: 4,871 shares; 2025Q2: 4,694 shares; 2025Q3: 4,731 shares; 2025Q4: 4,654 shares; 2026Q1: 4,035 shares 4,035 $1.07M <0.01% -619 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 8,161 shares; 2025Q3: 11,086 shares; 2025Q4: 12,588 shares; 2026Q1: 14,199 shares 14,199 $1.07M <0.01% +1,611 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,411 shares; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,329 shares 12,329 $1.07M <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 10,547 shares; 2025Q1: 21,471 shares; 2025Q2: 12,466 shares; 2025Q3: 57,725 shares; 2025Q4: 20,501 shares; 2026Q1: 16,692 shares 16,692 $1.07M <0.01% -3,809 Timeline JBBB 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: 129,286 shares; 2024Q4: 151,179 shares; 2025Q1: 147,803 shares; 2025Q2: 148,035 shares; 2025Q3: 141,066 shares; 2025Q4: 107,308 shares; 2026Q1: 22,931 shares 22,931 $1.07M <0.01% -84,377 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,916 shares; 2024Q4: 29,376 shares; 2025Q1: 24,750 shares; 2025Q2: 29,522 shares; 2025Q3: 28,617 shares; 2025Q4: 27,918 shares; 2026Q1: 27,681 shares 27,681 $1.07M <0.01% -237 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 10,351 shares; 2025Q1: 11,432 shares; 2025Q2: 11,978 shares; 2025Q3: 11,261 shares; 2025Q4: 11,268 shares; 2026Q1: 11,440 shares 11,440 $1.07M <0.01% +172 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,149 shares; 2025Q1: 1,913 shares; 2025Q2: 2,227 shares; 2025Q3: 2,122 shares; 2025Q4: 4,509 shares; 2026Q1: 5,810 shares 5,810 $1.07M <0.01% +1,301 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 32,939 shares; 2025Q1: 31,312 shares; 2025Q2: 26,819 shares; 2025Q3: 30,687 shares; 2025Q4: 40,586 shares; 2026Q1: 34,604 shares 34,604 $1.07M <0.01% -5,982 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 7,007 shares; 2026Q1: 7,617 shares 7,617 $1.06M <0.01% +610 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 10,708 shares; 2025Q1: 8,449 shares; 2025Q2: 14,400 shares; 2025Q3: 15,520 shares; 2025Q4: 18,846 shares; 2026Q1: 16,974 shares 16,974 $1.06M <0.01% -1,872 Timeline XISE 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: 55,598 shares; 2024Q4: 58,721 shares; 2025Q1: 43,679 shares; 2025Q2: 43,515 shares; 2025Q3: 39,993 shares; 2025Q4: 37,698 shares; 2026Q1: 35,413 shares 35,413 $1.06M <0.01% -2,285 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,096 shares; 2024Q4: 12,107 shares; 2025Q1: 11,284 shares; 2025Q2: 14,219 shares; 2025Q3: 14,479 shares; 2025Q4: 19,057 shares; 2026Q1: 40,266 shares 40,266 $1.06M <0.01% +21,209 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,871 shares; 2024Q4: 21,603 shares; 2025Q1: 22,105 shares; 2025Q2: 21,329 shares; 2025Q3: 20,289 shares; 2025Q4: 19,603 shares; 2026Q1: 20,962 shares 20,962 $1.06M <0.01% +1,359 Timeline ISEP 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: 29,100 shares; 2024Q4: 23,607 shares; 2025Q1: 19,424 shares; 2025Q2: 22,297 shares; 2025Q3: 27,049 shares; 2025Q4: 27,049 shares; 2026Q1: 32,214 shares 32,214 $1.06M <0.01% +5,165 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 12,916 shares; 2025Q1: 13,164 shares; 2025Q2: 21,703 shares; 2025Q3: 21,748 shares; 2025Q4: 22,804 shares; 2026Q1: 22,167 shares 22,167 $1.05M <0.01% -637 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,407 shares; 2024Q4: 20,846 shares; 2025Q1: 20,693 shares; 2025Q2: 20,084 shares; 2025Q3: 19,535 shares; 2025Q4: 20,567 shares; 2026Q1: 20,421 shares 20,421 $1.05M <0.01% -146 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 29,560 shares; 2025Q1: 27,491 shares; 2025Q2: 34,672 shares; 2025Q3: 32,885 shares; 2025Q4: 33,107 shares; 2026Q1: 24,788 shares 24,788 $1.05M <0.01% -8,319 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,759 shares; 2026Q1: 25,079 shares 25,079 $1.05M <0.01% +17,320 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 24,199 shares; 2025Q1: 25,715 shares; 2025Q2: 25,774 shares; 2025Q3: 23,178 shares; 2025Q4: 24,874 shares; 2026Q1: 24,707 shares 24,707 $1.05M <0.01% -167 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 14,679 shares; 2025Q1: 7,457 shares; 2025Q2: 8,779 shares; 2025Q3: 7,868 shares; 2025Q4: 8,494 shares; 2026Q1: 8,897 shares 8,897 $1.05M <0.01% +403 Timeline POWA 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: 28,155 shares; 2024Q4: 16,462 shares; 2025Q1: 13,878 shares; 2025Q2: 14,122 shares; 2025Q3: 12,291 shares; 2025Q4: 11,915 shares; 2026Q1: 12,110 shares 12,110 $1.04M <0.01% +195 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 35,792 shares; 2025Q1: 31,193 shares; 2025Q2: 38,019 shares; 2025Q3: 44,777 shares; 2025Q4: 50,553 shares; 2026Q1: 60,482 shares 60,482 $1.04M <0.01% +9,929 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 11,433 shares; 2025Q1: 11,337 shares; 2025Q2: 9,595 shares; 2025Q3: 6,451 shares; 2025Q4: 6,809 shares; 2026Q1: 7,325 shares 7,325 $1.04M <0.01% +516 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,325 shares; 2024Q4: 164,387 shares; 2025Q1: 170,134 shares; 2025Q2: 172,544 shares; 2025Q3: 181,849 shares; 2025Q4: 182,881 shares; 2026Q1: 178,500 shares 178,500 $1.04M <0.01% -4,381 Timeline PBAU 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: 16,044 shares; 2024Q4: 16,044 shares; 2025Q1: 16,044 shares; 2025Q2: 16,444 shares; 2025Q3: 35,009 shares; 2025Q4: 35,009 shares; 2026Q1: 35,009 shares 35,009 $1.04M <0.01% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,560 shares; 2024Q4: 51,729 shares; 2025Q1: 51,892 shares; 2025Q2: 52,657 shares; 2025Q3: 37,375 shares; 2025Q4: 38,766 shares; 2026Q1: 32,761 shares 32,761 $1.04M <0.01% -6,005 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 32,136 shares 32,136 $1.04M <0.01% new Timeline IMTM 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: 14,044 shares; 2025Q1: not reported; 2025Q2: 4,393 shares; 2025Q3: 22,155 shares; 2025Q4: 22,398 shares; 2026Q1: 21,581 shares 21,581 $1.04M <0.01% -817 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,093 shares; 2025Q1: 32,263 shares; 2025Q2: 37,484 shares; 2025Q3: 41,404 shares; 2025Q4: 41,365 shares; 2026Q1: 61,515 shares 61,515 $1.03M <0.01% +20,150 Timeline TIPX 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: 35,816 shares; 2024Q4: 40,377 shares; 2025Q1: 41,725 shares; 2025Q2: 41,999 shares; 2025Q3: 46,561 shares; 2025Q4: 45,282 shares; 2026Q1: 53,754 shares 53,754 $1.03M <0.01% +8,472 Timeline AUGT 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: 17,432 shares; 2024Q4: 24,497 shares; 2025Q1: 20,445 shares; 2025Q2: 28,035 shares; 2025Q3: 26,644 shares; 2025Q4: 26,318 shares; 2026Q1: 29,552 shares 29,552 $1.03M <0.01% +3,234 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 12,712 shares; 2025Q1: 12,536 shares; 2025Q2: 12,427 shares; 2025Q3: 12,441 shares; 2025Q4: 12,762 shares; 2026Q1: 12,626 shares 12,626 $1.03M <0.01% -136 Timeline BOXA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 9,772 shares 9,772 $1.03M <0.01% +9,442 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,611 shares; 2025Q1: 4,168 shares; 2025Q2: 4,971 shares; 2025Q3: 5,346 shares; 2025Q4: 5,510 shares; 2026Q1: 8,858 shares 8,858 $1.03M <0.01% +3,348 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,400 shares; 2025Q1: 139,753 shares; 2025Q2: 126,056 shares; 2025Q3: 31,958 shares; 2025Q4: 44,782 shares; 2026Q1: 133,319 shares 133,319 $1.03M <0.01% +88,537 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,559 shares; 2025Q4: 21,581 shares; 2026Q1: 21,849 shares 21,849 $1.03M <0.01% +268 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,166 shares; 2025Q4: 6,706 shares; 2026Q1: 21,051 shares 21,051 $1.03M <0.01% +14,345 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,637 shares; 2025Q1: 2,012 shares; 2025Q2: 1,860 shares; 2025Q3: 2,631 shares; 2025Q4: 3,517 shares; 2026Q1: 3,846 shares 3,846 $1.02M <0.01% +329 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,273 shares; 2024Q4: 36,756 shares; 2025Q1: 30,945 shares; 2025Q2: 15,813 shares; 2025Q3: 11,430 shares; 2025Q4: 14,123 shares; 2026Q1: 15,873 shares 15,873 $1.02M <0.01% +1,750 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 11,549 shares; 2025Q1: 13,736 shares; 2025Q2: 9,267 shares; 2025Q3: 9,120 shares; 2025Q4: 10,231 shares; 2026Q1: 10,616 shares 10,616 $1.02M <0.01% +385 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 19,757 shares; 2025Q1: 11,583 shares; 2025Q2: 11,542 shares; 2025Q3: 21,868 shares; 2025Q4: 21,211 shares; 2026Q1: 20,185 shares 20,185 $1.02M <0.01% -1,026 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,300 shares; 2025Q1: 3,007 shares; 2025Q2: 3,932 shares; 2025Q3: 5,442 shares; 2025Q4: 5,849 shares; 2026Q1: 3,006 shares 3,006 $1.02M <0.01% -2,843 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 24,938 shares; 2025Q1: 24,417 shares; 2025Q2: 22,266 shares; 2025Q3: 22,149 shares; 2025Q4: 23,018 shares; 2026Q1: 23,626 shares 23,626 $1.02M <0.01% +608 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,137 shares; 2025Q1: 5,945 shares; 2025Q2: 5,900 shares; 2025Q3: 5,491 shares; 2025Q4: 6,121 shares; 2026Q1: 5,887 shares 5,887 $1.02M <0.01% -234 Timeline QTJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,256 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 26,425 shares 26,425 $1.02M <0.01% +20,375 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,135 shares; 2024Q4: 13,942 shares; 2025Q1: 13,014 shares; 2025Q2: 13,809 shares; 2025Q3: 13,384 shares; 2025Q4: 13,410 shares; 2026Q1: 13,017 shares 13,017 $1.02M <0.01% -393 Timeline IJUN 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: 9,035 shares; 2024Q4: 15,126 shares; 2025Q1: 11,509 shares; 2025Q2: 44,692 shares; 2025Q3: 38,444 shares; 2025Q4: 40,189 shares; 2026Q1: 34,477 shares 34,477 $1.01M <0.01% -5,712 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 13,426 shares; 2025Q1: not reported; 2025Q2: 10,697 shares; 2025Q3: 40,095 shares; 2025Q4: 45,287 shares; 2026Q1: 53,466 shares 53,466 $1.01M <0.01% +8,179 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 4,306 shares; 2025Q1: 1,423 shares; 2025Q2: 3,185 shares; 2025Q3: 2,862 shares; 2025Q4: 5,935 shares; 2026Q1: 6,711 shares 6,711 $1.01M <0.01% +776 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,434 shares; 2025Q2: 47,602 shares; 2025Q3: 43,849 shares; 2025Q4: 43,001 shares; 2026Q1: 36,596 shares 36,596 $1.01M <0.01% -6,405 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,499 shares; 2024Q4: 48,453 shares; 2025Q1: 43,712 shares; 2025Q2: 49,097 shares; 2025Q3: 47,020 shares; 2025Q4: 34,081 shares; 2026Q1: 37,294 shares 37,294 $1.01M <0.01% +3,213 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,437 shares; 2025Q1: 1,943 shares; 2025Q2: 1,845 shares; 2025Q3: 1,554 shares; 2025Q4: 3,213 shares; 2026Q1: 5,250 shares 5,250 $1M <0.01% +2,037 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 14,065 shares; 2025Q1: 13,771 shares; 2025Q2: 14,575 shares; 2025Q3: 7,572 shares; 2025Q4: 7,796 shares; 2026Q1: 8,628 shares 8,628 $1M <0.01% +832 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,537 shares; 2024Q4: 69,242 shares; 2025Q1: 62,322 shares; 2025Q2: 64,942 shares; 2025Q3: 56,041 shares; 2025Q4: 57,521 shares; 2026Q1: 116,181 shares 116,181 $1M <0.01% +58,660 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,165 shares; 2024Q4: 16,008 shares; 2025Q1: 16,440 shares; 2025Q2: 14,552 shares; 2025Q3: 19,108 shares; 2025Q4: 20,636 shares; 2026Q1: 21,052 shares 21,052 $1M <0.01% +416 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 10,043 shares; 2025Q1: 12,069 shares; 2025Q2: 13,804 shares; 2025Q3: 19,888 shares; 2025Q4: 20,111 shares; 2026Q1: 22,245 shares 22,245 $1M <0.01% +2,134 Timeline TAFI 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: 12,084 shares; 2024Q4: 23,134 shares; 2025Q1: 27,134 shares; 2025Q2: 56,583 shares; 2025Q3: 43,595 shares; 2025Q4: 43,554 shares; 2026Q1: 39,739 shares 39,739 $1M <0.01% -3,815 Timeline XJAN 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: 21,339 shares; 2024Q4: 21,481 shares; 2025Q1: 41,993 shares; 2025Q2: 42,827 shares; 2025Q3: 32,050 shares; 2025Q4: 28,615 shares; 2026Q1: 27,679 shares 27,679 $1000K <0.01% -936 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,210 shares; 2025Q1: 8,645 shares; 2025Q2: 10,633 shares; 2025Q3: 12,847 shares; 2025Q4: 15,805 shares; 2026Q1: 20,054 shares 20,054 $999K <0.01% +4,249 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,862 shares; 2024Q4: 32,322 shares; 2025Q1: 30,001 shares; 2025Q2: 49,270 shares; 2025Q3: 43,516 shares; 2025Q4: 40,435 shares; 2026Q1: 54,565 shares 54,565 $998K <0.01% +14,130 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,620 shares; 2025Q4: 8,994 shares; 2026Q1: 28,215 shares 28,215 $994K <0.01% +19,221 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 39,038 shares; 2025Q1: 6,157 shares; 2025Q2: 3,035 shares; 2025Q3: 2,843 shares; 2025Q4: 2,755 shares; 2026Q1: 3,047 shares 3,047 $994K <0.01% +292 Timeline IFEB 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: 7,648 shares; 2025Q3: not reported; 2025Q4: 4,801 shares; 2026Q1: 33,276 shares 33,276 $992K <0.01% +28,475 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,179 shares; 2025Q4: 39,159 shares; 2026Q1: 39,901 shares 39,901 $988K <0.01% +742 Timeline PSCE 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: 29,756 shares; 2024Q4: 25,960 shares; 2025Q1: 25,054 shares; 2025Q2: 23,406 shares; 2025Q3: 18,112 shares; 2025Q4: 16,019 shares; 2026Q1: 16,178 shares 16,178 $986K <0.01% +159 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares; 2026Q1: 14,036 shares 14,036 $983K <0.01% +13,117 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,103 shares; 2024Q4: 148,610 shares; 2025Q1: 99,624 shares; 2025Q2: 81,922 shares; 2025Q3: 75,114 shares; 2025Q4: 72,958 shares; 2026Q1: 116,303 shares 116,303 $983K <0.01% +43,345 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,331 shares; 2024Q4: 31,093 shares; 2025Q1: 28,394 shares; 2025Q2: 30,368 shares; 2025Q3: 24,622 shares; 2025Q4: 23,339 shares; 2026Q1: 25,369 shares 25,369 $979K <0.01% +2,030 Timeline XBAP 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: 22,105 shares; 2024Q4: 22,105 shares; 2025Q1: 21,605 shares; 2025Q2: 26,015 shares; 2025Q3: 26,015 shares; 2025Q4: 26,015 shares; 2026Q1: 25,015 shares 25,015 $979K <0.01% -1,000 Timeline VPL 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: 10,509 shares; 2024Q4: 10,773 shares; 2025Q1: 9,828 shares; 2025Q2: 10,068 shares; 2025Q3: 21,580 shares; 2025Q4: 9,950 shares; 2026Q1: 10,015 shares 10,015 $979K <0.01% +65 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,106 shares; 2025Q4: 21,266 shares; 2026Q1: 20,641 shares 20,641 $978K <0.01% -625 Timeline IAUG 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: 15,090 shares; 2024Q4: 15,338 shares; 2025Q1: 14,612 shares; 2025Q2: 19,251 shares; 2025Q3: 27,184 shares; 2025Q4: 25,801 shares; 2026Q1: 34,127 shares 34,127 $978K <0.01% +8,326 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,184 shares; 2024Q4: 181,073 shares; 2025Q1: 314,048 shares; 2025Q2: 379,147 shares; 2025Q3: 377,901 shares; 2025Q4: 109,036 shares; 2026Q1: 41,576 shares 41,576 $977K <0.01% -67,460 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 24,480 shares; 2025Q1: 17,591 shares; 2025Q2: 25,783 shares; 2025Q3: 16,276 shares; 2025Q4: 16,874 shares; 2026Q1: 30,581 shares 30,581 $977K <0.01% +13,707 Timeline RLY 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: 22,778 shares; 2024Q4: 24,526 shares; 2025Q1: 26,274 shares; 2025Q2: 26,110 shares; 2025Q3: 26,139 shares; 2025Q4: 27,399 shares; 2026Q1: 26,970 shares 26,970 $975K <0.01% -429 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 17,091 shares; 2025Q1: 16,578 shares; 2025Q2: 18,949 shares; 2025Q3: 17,430 shares; 2025Q4: 17,582 shares; 2026Q1: 17,724 shares 17,724 $975K <0.01% +142 Timeline EVTR 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: 4,077 shares; 2025Q2: 10,842 shares; 2025Q3: 10,196 shares; 2025Q4: 10,144 shares; 2026Q1: 19,171 shares 19,171 $973K <0.01% +9,027 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,514 shares; 2025Q1: 3,653 shares; 2025Q2: 3,953 shares; 2025Q3: 5,091 shares; 2025Q4: 4,985 shares; 2026Q1: 5,433 shares 5,433 $972K <0.01% +448 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 10,360 shares; 2025Q1: 4,875 shares; 2025Q2: 5,920 shares; 2025Q3: 9,855 shares; 2025Q4: 9,857 shares; 2026Q1: 10,233 shares 10,233 $970K <0.01% +376 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,321 shares; 2025Q1: 7,803 shares; 2025Q2: 8,517 shares; 2025Q3: 8,157 shares; 2025Q4: 8,209 shares; 2026Q1: 8,502 shares 8,502 $969K <0.01% +293 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 73,523 shares; 2025Q1: 71,892 shares; 2025Q2: 76,877 shares; 2025Q3: 64,830 shares; 2025Q4: 53,851 shares; 2026Q1: 46,387 shares 46,387 $969K <0.01% -7,464 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,076 shares; 2024Q4: 35,167 shares; 2025Q1: 33,205 shares; 2025Q2: 31,540 shares; 2025Q3: 30,805 shares; 2025Q4: 31,639 shares; 2026Q1: 34,799 shares 34,799 $967K <0.01% +3,160 Timeline BSMR 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: 60,785 shares; 2024Q4: 39,962 shares; 2025Q1: 42,043 shares; 2025Q2: 41,758 shares; 2025Q3: 41,879 shares; 2025Q4: 44,045 shares; 2026Q1: 40,869 shares 40,869 $967K <0.01% -3,176 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,591 shares; 2024Q4: 62,161 shares; 2025Q1: 63,128 shares; 2025Q2: 71,914 shares; 2025Q3: 67,023 shares; 2025Q4: 65,865 shares; 2026Q1: 70,651 shares 70,651 $966K <0.01% +4,786 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 3,539 shares; 2025Q1: 8,169 shares; 2025Q2: 8,408 shares; 2025Q3: 10,483 shares; 2025Q4: 10,494 shares; 2026Q1: 10,739 shares 10,739 $965K <0.01% +245 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,089 shares; 2024Q4: 17,412 shares; 2025Q1: 12,721 shares; 2025Q2: 9,576 shares; 2025Q3: 9,926 shares; 2025Q4: 10,707 shares; 2026Q1: 8,458 shares 8,458 $964K <0.01% -2,249 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 64,795 shares; 2025Q1: 24,724 shares; 2025Q2: 71,912 shares; 2025Q3: 22,866 shares; 2025Q4: 32,891 shares; 2026Q1: 88,481 shares 88,481 $964K <0.01% +55,590 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 12,294 shares; 2025Q1: 11,540 shares; 2025Q2: 10,497 shares; 2025Q3: 10,874 shares; 2025Q4: 12,015 shares; 2026Q1: 12,027 shares 12,027 $963K <0.01% +12 Timeline OSCV 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: 19,982 shares; 2025Q1: 20,994 shares; 2025Q2: 23,966 shares; 2025Q3: 25,044 shares; 2025Q4: 25,121 shares; 2026Q1: 24,418 shares 24,418 $963K <0.01% -703 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,710 shares; 2025Q1: 14,070 shares; 2025Q2: 14,399 shares; 2025Q3: 14,125 shares; 2025Q4: 13,743 shares; 2026Q1: 13,562 shares 13,562 $961K <0.01% -181 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 28,267 shares; 2025Q1: 31,459 shares; 2025Q2: 35,266 shares; 2025Q3: 30,858 shares; 2025Q4: 30,618 shares; 2026Q1: 38,686 shares 38,686 $960K <0.01% +8,068 Timeline SHAG 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: 32,587 shares; 2024Q4: 25,347 shares; 2025Q1: 25,217 shares; 2025Q2: 24,882 shares; 2025Q3: 22,985 shares; 2025Q4: 20,199 shares; 2026Q1: 20,153 shares 20,153 $959K <0.01% -46 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 9,141 shares; 2025Q1: 7,059 shares; 2025Q2: 6,720 shares; 2025Q3: 6,127 shares; 2025Q4: 7,435 shares; 2026Q1: 7,920 shares 7,920 $958K <0.01% +485 Timeline AUMI THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,609 shares; 2026Q1: 9,910 shares 9,910 $958K <0.01% +6,301 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 19,296 shares 19,296 $957K <0.01% +15,596 Timeline MAXJ 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: 25,904 shares; 2024Q4: 25,904 shares; 2025Q1: 26,213 shares; 2025Q2: 26,113 shares; 2025Q3: 42,756 shares; 2025Q4: 35,265 shares; 2026Q1: 33,854 shares 33,854 $953K <0.01% -1,411 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,251 shares 35,251 $953K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,738 shares; 2024Q4: 14,363 shares; 2025Q1: 11,655 shares; 2025Q2: 15,329 shares; 2025Q3: 15,541 shares; 2025Q4: 14,931 shares; 2026Q1: 15,391 shares 15,391 $953K <0.01% +460 Timeline SMAY 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: 28,382 shares; 2024Q4: 28,800 shares; 2025Q1: 25,800 shares; 2025Q2: 28,979 shares; 2025Q3: 25,140 shares; 2025Q4: 24,724 shares; 2026Q1: 36,117 shares 36,117 $950K <0.01% +11,393 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 10,140 shares; 2025Q1: 9,504 shares; 2025Q2: 7,391 shares; 2025Q3: not reported; 2025Q4: 20,859 shares; 2026Q1: 41,818 shares 41,818 $947K <0.01% +20,959 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,855 shares; 2026Q1: 24,209 shares 24,209 $946K <0.01% +354 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,089 shares; 2025Q4: 14,194 shares; 2026Q1: 12,857 shares 12,857 $945K <0.01% -1,337 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,154 shares; 2024Q4: 91,735 shares; 2025Q1: 112,192 shares; 2025Q2: 112,988 shares; 2025Q3: 100,841 shares; 2025Q4: 82,440 shares; 2026Q1: 89,048 shares 89,048 $942K <0.01% +6,608 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,571 shares; 2024Q4: 41,224 shares; 2025Q1: 42,283 shares; 2025Q2: 45,745 shares; 2025Q3: 59,554 shares; 2025Q4: 55,427 shares; 2026Q1: 43,554 shares 43,554 $942K <0.01% -11,873 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 19,952 shares; 2025Q1: 20,291 shares; 2025Q2: 6,015 shares; 2025Q3: 5,681 shares; 2025Q4: 6,103 shares; 2026Q1: 5,887 shares 5,887 $940K <0.01% -216 Timeline QTAP 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: 9,585 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,704 shares 20,704 $939K <0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 1,459 shares; 2026Q1: 8,687 shares 8,687 $939K <0.01% +7,228 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,664 shares; 2024Q4: 30,476 shares; 2025Q1: 32,994 shares; 2025Q2: 38,115 shares; 2025Q3: 83,526 shares; 2025Q4: 67,994 shares; 2026Q1: 62,830 shares 62,830 $928K <0.01% -5,164 Timeline PBFB 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: 18,215 shares; 2025Q2: 18,215 shares; 2025Q3: 18,090 shares; 2025Q4: 18,090 shares; 2026Q1: 30,853 shares 30,853 $927K <0.01% +12,763 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,052 shares; 2026Q1: 40,583 shares 40,583 $925K <0.01% +21,531 Timeline AFSM 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: 6,598 shares; 2024Q4: 15,664 shares; 2025Q1: 17,876 shares; 2025Q2: 32,912 shares; 2025Q3: 28,128 shares; 2025Q4: 26,863 shares; 2026Q1: 28,109 shares 28,109 $924K <0.01% +1,246 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,881 shares; 2024Q4: 13,310 shares; 2025Q1: 13,818 shares; 2025Q2: 14,748 shares; 2025Q3: 15,902 shares; 2025Q4: 17,659 shares; 2026Q1: 20,477 shares 20,477 $923K <0.01% +2,818 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,280 shares; 2026Q1: 39,969 shares 39,969 $922K <0.01% +24,689 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,819 shares; 2025Q1: 5,519 shares; 2025Q2: 5,086 shares; 2025Q3: 5,131 shares; 2025Q4: 4,052 shares; 2026Q1: 4,515 shares 4,515 $921K <0.01% +463 Timeline GDMN 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: 7,631 shares; 2024Q4: 8,364 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 8,513 shares; 2025Q4: 6,801 shares; 2026Q1: 9,091 shares 9,091 $920K <0.01% +2,290 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,310 shares; 2025Q1: 37,752 shares; 2025Q2: 37,477 shares; 2025Q3: 38,744 shares; 2025Q4: 38,783 shares; 2026Q1: 45,648 shares 45,648 $918K <0.01% +6,865 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,272 shares; 2024Q4: 178,237 shares; 2025Q1: 57,712 shares; 2025Q2: 126,427 shares; 2025Q3: 44,544 shares; 2025Q4: 44,734 shares; 2026Q1: 104,364 shares 104,364 $916K <0.01% +59,630 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 24,590 shares 24,590 $916K <0.01% +23,217 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 7,487 shares; 2025Q1: 28,748 shares; 2025Q2: 35,332 shares; 2025Q3: 32,770 shares; 2025Q4: 32,326 shares; 2026Q1: 22,099 shares 22,099 $915K <0.01% -10,227 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 8,500 shares; 2025Q3: not reported; 2025Q4: 10,131 shares; 2026Q1: 29,354 shares 29,354 $913K <0.01% +19,223 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 87,952 shares; 2025Q1: 89,450 shares; 2025Q2: 94,742 shares; 2025Q3: 86,107 shares; 2025Q4: 81,426 shares; 2026Q1: 85,940 shares 85,940 $908K <0.01% +4,514 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,563 shares; 2025Q1: 2,491 shares; 2025Q2: 2,336 shares; 2025Q3: 4,650 shares; 2025Q4: 9,654 shares; 2026Q1: 8,080 shares 8,080 $907K <0.01% -1,574 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,038 shares; 2024Q4: 14,698 shares; 2025Q1: 16,080 shares; 2025Q2: 14,426 shares; 2025Q3: 13,979 shares; 2025Q4: 14,120 shares; 2026Q1: 15,118 shares 15,118 $907K <0.01% +998 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 13,847 shares 13,847 $906K <0.01% +9,880 Timeline NMAR 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: 9,215 shares; 2025Q2: 17,240 shares; 2025Q3: 8,426 shares; 2025Q4: 8,426 shares; 2026Q1: 30,842 shares 30,842 $906K <0.01% +22,416 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,592 shares; 2025Q1: 2,534 shares; 2025Q2: 2,784 shares; 2025Q3: 2,338 shares; 2025Q4: 2,193 shares; 2026Q1: 3,036 shares 3,036 $904K <0.01% +843 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,906 shares; 2024Q4: 20,833 shares; 2025Q1: 19,796 shares; 2025Q2: 62,002 shares; 2025Q3: 24,542 shares; 2025Q4: 26,803 shares; 2026Q1: 18,732 shares 18,732 $903K <0.01% -8,071 Timeline PBDE 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: 22,757 shares; 2025Q1: 47,957 shares; 2025Q2: 48,957 shares; 2025Q3: 47,307 shares; 2025Q4: 31,050 shares; 2026Q1: 31,050 shares 31,050 $901K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,610 shares; 2025Q1: 21,273 shares; 2025Q2: 21,301 shares; 2025Q3: 20,632 shares; 2025Q4: 20,134 shares; 2026Q1: 18,736 shares 18,736 $899K <0.01% -1,398 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,447 shares; 2025Q2: 2,557 shares; 2025Q3: 6,740 shares; 2025Q4: 6,810 shares; 2026Q1: 6,752 shares 6,752 $897K <0.01% -58 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS 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: 84,175 shares; 2025Q3: 11,681 shares; 2025Q4: 6,053 shares; 2026Q1: 62,532 shares 62,532 $896K <0.01% +56,479 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,075 shares; 2025Q1: 40,020 shares; 2025Q2: 39,622 shares; 2025Q3: 39,803 shares; 2025Q4: 39,890 shares; 2026Q1: 38,341 shares 38,341 $896K <0.01% -1,549 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,682 shares; 2025Q1: 15,454 shares; 2025Q2: 13,325 shares; 2025Q3: 11,022 shares; 2025Q4: 12,581 shares; 2026Q1: 17,908 shares 17,908 $895K <0.01% +5,327 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 62,246 shares 62,246 $894K <0.01% +60,546 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,287 shares; 2024Q4: 11,082 shares; 2025Q1: 15,295 shares; 2025Q2: 16,419 shares; 2025Q3: 18,976 shares; 2025Q4: 24,946 shares; 2026Q1: 21,993 shares 21,993 $890K <0.01% -2,953 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 18,094 shares; 2025Q1: 18,184 shares; 2025Q2: 20,337 shares; 2025Q3: 19,408 shares; 2025Q4: 21,493 shares; 2026Q1: 24,428 shares 24,428 $890K <0.01% +2,935 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,374 shares; 2025Q1: 36,626 shares; 2025Q2: 136,471 shares; 2025Q3: 123,785 shares; 2025Q4: 34,252 shares; 2026Q1: 39,040 shares 39,040 $889K <0.01% +4,788 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,379 shares; 2024Q4: 56,045 shares; 2025Q1: 52,691 shares; 2025Q2: 47,707 shares; 2025Q3: 153,579 shares; 2025Q4: 165,067 shares; 2026Q1: 55,785 shares 55,785 $888K <0.01% -109,282 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 5,956 shares; 2025Q1: 5,668 shares; 2025Q2: 5,725 shares; 2025Q3: 7,359 shares; 2025Q4: 6,673 shares; 2026Q1: 4,927 shares 4,927 $887K <0.01% -1,746 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,853 shares; 2024Q4: 77,138 shares; 2025Q1: 76,665 shares; 2025Q2: 48,206 shares; 2025Q3: 26,016 shares; 2025Q4: 20,171 shares; 2026Q1: 19,098 shares 19,098 $887K <0.01% -1,073 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 5,442 shares; 2025Q1: 5,771 shares; 2025Q2: 6,884 shares; 2025Q3: 8,434 shares; 2025Q4: 13,154 shares; 2026Q1: 18,618 shares 18,618 $886K <0.01% +5,464 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 67,617 shares; 2025Q1: 64,313 shares; 2025Q2: 63,313 shares; 2025Q3: 63,261 shares; 2025Q4: 62,001 shares; 2026Q1: 60,448 shares 60,448 $885K <0.01% -1,553 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 7,786 shares; 2025Q1: 6,402 shares; 2025Q2: 5,820 shares; 2025Q3: 3,998 shares; 2025Q4: 3,695 shares; 2026Q1: 3,666 shares 3,666 $885K <0.01% -29 Timeline PBJA 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: 18,515 shares; 2025Q1: 27,815 shares; 2025Q2: 27,815 shares; 2025Q3: 27,515 shares; 2025Q4: 27,240 shares; 2026Q1: 29,062 shares 29,062 $884K <0.01% +1,822 Timeline ACIO 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: 14,855 shares; 2025Q1: 18,261 shares; 2025Q2: 21,442 shares; 2025Q3: 22,285 shares; 2025Q4: 22,540 shares; 2026Q1: 21,067 shares 21,067 $884K <0.01% -1,473 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,323 shares; 2024Q4: 18,138 shares; 2025Q1: 29,188 shares; 2025Q2: 27,205 shares; 2025Q3: 28,496 shares; 2025Q4: 24,391 shares; 2026Q1: 27,122 shares 27,122 $883K <0.01% +2,731 Timeline KBE 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: 218,384 shares; 2024Q4: 38,722 shares; 2025Q1: 13,074 shares; 2025Q2: 15,178 shares; 2025Q3: 11,272 shares; 2025Q4: 10,985 shares; 2026Q1: 14,790 shares 14,790 $881K <0.01% +3,805 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,932 shares; 2026Q1: 13,344 shares 13,344 $880K <0.01% +5,412 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,680 shares; 2026Q1: 29,727 shares 29,727 $878K <0.01% +6,047 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 5,424 shares; 2025Q1: 2,703 shares; 2025Q2: 2,430 shares; 2025Q3: 9,726 shares; 2025Q4: 9,982 shares; 2026Q1: 8,640 shares 8,640 $877K <0.01% -1,342 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,988 shares; 2024Q4: 17,061 shares; 2025Q1: 13,565 shares; 2025Q2: 13,788 shares; 2025Q3: 11,691 shares; 2025Q4: 12,252 shares; 2026Q1: 10,078 shares 10,078 $876K <0.01% -2,174 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,276 shares; 2025Q2: 13,129 shares; 2025Q3: 13,943 shares; 2025Q4: 20,966 shares; 2026Q1: 33,460 shares 33,460 $876K <0.01% +12,494 Timeline QGRO 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: 4,446 shares; 2024Q4: 7,058 shares; 2025Q1: 5,861 shares; 2025Q2: 7,931 shares; 2025Q3: 6,164 shares; 2025Q4: 6,311 shares; 2026Q1: 8,332 shares 8,332 $875K <0.01% +2,021 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,314 shares; 2024Q4: 20,203 shares; 2025Q1: 21,023 shares; 2025Q2: 20,158 shares; 2025Q3: 19,669 shares; 2025Q4: 19,539 shares; 2026Q1: 17,703 shares 17,703 $871K <0.01% -1,836 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,071 shares; 2025Q1: 9,740 shares; 2025Q2: 9,669 shares; 2025Q3: 9,348 shares; 2025Q4: 9,548 shares; 2026Q1: 9,682 shares 9,682 $871K <0.01% +134 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,217 shares; 2024Q4: 55,664 shares; 2025Q1: 60,037 shares; 2025Q2: 73,866 shares; 2025Q3: 74,914 shares; 2025Q4: 49,146 shares; 2026Q1: 44,975 shares 44,975 $871K <0.01% -4,171 Timeline ISPY 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: 14,326 shares; 2024Q4: 17,777 shares; 2025Q1: 17,389 shares; 2025Q2: 20,259 shares; 2025Q3: 22,361 shares; 2025Q4: 18,959 shares; 2026Q1: 20,059 shares 20,059 $870K <0.01% +1,100 Timeline CING CINGULATE INC More: the full row for CINGULATE 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: 94,021 shares; 2025Q4: 122,000 shares; 2026Q1: 140,000 shares 140,000 $869K <0.01% +18,000 Timeline AVMV 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: 3,662 shares; 2025Q1: 5,629 shares; 2025Q2: 6,789 shares; 2025Q3: 8,479 shares; 2025Q4: 9,422 shares; 2026Q1: 11,703 shares 11,703 $868K <0.01% +2,281 Timeline DECU 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: not reported; 2024Q4: 92,902 shares; 2025Q1: 100,276 shares; 2025Q2: 53,359 shares; 2025Q3: 24,724 shares; 2025Q4: 29,266 shares; 2026Q1: 32,620 shares 32,620 $867K <0.01% +3,354 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,016 shares; 2025Q3: 23,080 shares; 2025Q4: 25,316 shares; 2026Q1: 30,524 shares 30,524 $866K <0.01% +5,208 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 5,379 shares; 2025Q4: 13,290 shares; 2026Q1: 21,507 shares 21,507 $862K <0.01% +8,217 Timeline FPEI 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: 27,332 shares; 2024Q4: 24,671 shares; 2025Q1: 39,878 shares; 2025Q2: 35,706 shares; 2025Q3: 83,927 shares; 2025Q4: 62,695 shares; 2026Q1: 45,247 shares 45,247 $860K <0.01% -17,448 Timeline TECB 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: 3,538 shares; 2025Q4: 15,262 shares; 2026Q1: 15,466 shares 15,466 $858K <0.01% +204 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 5,933 shares; 2025Q1: 5,994 shares; 2025Q2: 7,309 shares; 2025Q3: 6,805 shares; 2025Q4: 7,585 shares; 2026Q1: 4,344 shares 4,344 $858K <0.01% -3,241 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,240 shares; 2025Q1: 35,678 shares; 2025Q2: 34,545 shares; 2025Q3: 28,112 shares; 2025Q4: 26,494 shares; 2026Q1: 27,891 shares 27,891 $857K <0.01% +1,397 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,114 shares; 2024Q4: 26,554 shares; 2025Q1: 23,207 shares; 2025Q2: 25,869 shares; 2025Q3: 21,329 shares; 2025Q4: 21,139 shares; 2026Q1: 18,482 shares 18,482 $855K <0.01% -2,657 Timeline NDEC 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: 68,425 shares; 2025Q1: 61,260 shares; 2025Q2: 46,340 shares; 2025Q3: 30,746 shares; 2025Q4: 26,347 shares; 2026Q1: 31,624 shares 31,624 $852K <0.01% +5,277 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,720 shares; 2025Q1: 1,722 shares; 2025Q2: 1,584 shares; 2025Q3: 2,818 shares; 2025Q4: 3,118 shares; 2026Q1: 3,027 shares 3,027 $848K <0.01% -91 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,153 shares; 2025Q1: 4,226 shares; 2025Q2: 4,387 shares; 2025Q3: 5,249 shares; 2025Q4: 5,573 shares; 2026Q1: 6,926 shares 6,926 $846K <0.01% +1,353 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 7,222 shares; 2026Q1: 7,692 shares 7,692 $842K <0.01% +470 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,549 shares; 2024Q4: 36,689 shares; 2025Q1: 18,227 shares; 2025Q2: 12,352 shares; 2025Q3: 12,011 shares; 2025Q4: 17,803 shares; 2026Q1: 22,880 shares 22,880 $842K <0.01% +5,077 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,062 shares; 2025Q3: 13,114 shares; 2025Q4: 14,074 shares; 2026Q1: 24,420 shares 24,420 $841K <0.01% +10,346 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,225 shares; 2025Q1: 9,657 shares; 2025Q2: 9,313 shares; 2025Q3: 9,749 shares; 2025Q4: 9,748 shares; 2026Q1: 9,593 shares 9,593 $840K <0.01% -155 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 8,395 shares; 2025Q1: 9,992 shares; 2025Q2: 9,797 shares; 2025Q3: 9,468 shares; 2025Q4: 6,562 shares; 2026Q1: 5,692 shares 5,692 $840K <0.01% -870 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,834 shares; 2025Q1: 93,123 shares; 2025Q2: 93,337 shares; 2025Q3: 94,369 shares; 2025Q4: 97,240 shares; 2026Q1: 90,951 shares 90,951 $838K <0.01% -6,289 Timeline JANT 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: 23,959 shares; 2024Q4: 15,108 shares; 2025Q1: 12,413 shares; 2025Q2: 16,738 shares; 2025Q3: 13,088 shares; 2025Q4: 13,228 shares; 2026Q1: 20,865 shares 20,865 $837K <0.01% +7,637 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,831 shares; 2024Q4: 16,988 shares; 2025Q1: 17,073 shares; 2025Q2: 16,184 shares; 2025Q3: 16,262 shares; 2025Q4: 16,588 shares; 2026Q1: 16,660 shares 16,660 $834K <0.01% +72 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,263 shares; 2025Q1: 12,491 shares; 2025Q2: 22,805 shares; 2025Q3: 24,276 shares; 2025Q4: 25,499 shares; 2026Q1: 33,026 shares 33,026 $834K <0.01% +7,527 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 9,569 shares; 2025Q1: 9,021 shares; 2025Q2: 11,061 shares; 2025Q3: 9,036 shares; 2025Q4: 10,182 shares; 2026Q1: 13,196 shares 13,196 $831K <0.01% +3,014 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,631 shares; 2025Q1: 2,826 shares; 2025Q2: 2,791 shares; 2025Q3: 3,728 shares; 2025Q4: 4,217 shares; 2026Q1: 4,059 shares 4,059 $830K <0.01% -158 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 9,369 shares; 2025Q1: 8,263 shares; 2025Q2: 8,364 shares; 2025Q3: 11,048 shares; 2025Q4: 11,353 shares; 2026Q1: 11,980 shares 11,980 $828K <0.01% +627 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 11,399 shares; 2025Q1: 12,891 shares; 2025Q2: 12,672 shares; 2025Q3: 12,322 shares; 2025Q4: 11,375 shares; 2026Q1: 11,371 shares 11,371 $828K <0.01% -4 Timeline FNGS 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: 9,596 shares; 2024Q4: 12,653 shares; 2025Q1: 6,755 shares; 2025Q2: 13,390 shares; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares; 2026Q1: 13,893 shares 13,893 $828K <0.01% +6,548 Timeline DFSI 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: 24,207 shares; 2024Q4: 25,595 shares; 2025Q1: 26,746 shares; 2025Q2: 21,915 shares; 2025Q3: 12,228 shares; 2025Q4: 19,322 shares; 2026Q1: 19,505 shares 19,505 $827K <0.01% +183 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,637 shares; 2025Q1: 2,174 shares; 2025Q2: 2,177 shares; 2025Q3: 2,417 shares; 2025Q4: 2,421 shares; 2026Q1: 7,053 shares 7,053 $827K <0.01% +4,632 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,778 shares; 2024Q4: 68,071 shares; 2025Q1: 65,909 shares; 2025Q2: 51,551 shares; 2025Q3: 30,330 shares; 2025Q4: 24,118 shares; 2026Q1: 19,962 shares 19,962 $826K <0.01% -4,156 Timeline MLPA 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: 11,428 shares; 2024Q4: 12,892 shares; 2025Q1: 4,975 shares; 2025Q2: 13,464 shares; 2025Q3: 5,498 shares; 2025Q4: 5,790 shares; 2026Q1: 15,322 shares 15,322 $825K <0.01% +9,532 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 5,128 shares; 2025Q4: 5,286 shares; 2026Q1: 11,023 shares 11,023 $823K <0.01% +5,737 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 2,445 shares; 2025Q1: 2,330 shares; 2025Q2: 3,293 shares; 2025Q3: 3,779 shares; 2025Q4: 5,220 shares; 2026Q1: 5,943 shares 5,943 $822K <0.01% +723 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,167 shares; 2025Q4: 3,881 shares; 2026Q1: 3,915 shares 3,915 $821K <0.01% +34 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 4,424 shares; 2025Q4: 4,792 shares; 2026Q1: 9,488 shares 9,488 $820K <0.01% +4,696 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,242 shares; 2025Q1: 6,577 shares; 2025Q2: 6,686 shares; 2025Q3: 6,573 shares; 2025Q4: 6,233 shares; 2026Q1: 5,981 shares 5,981 $818K <0.01% -252 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,620 shares; 2025Q4: 33,630 shares; 2026Q1: 28,748 shares 28,748 $816K <0.01% -4,882 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 7,253 shares; 2025Q1: 6,827 shares; 2025Q2: 6,986 shares; 2025Q3: 7,711 shares; 2025Q4: 9,522 shares; 2026Q1: 10,509 shares 10,509 $815K <0.01% +987 Timeline SPTS 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: 12,041 shares; 2024Q4: 12,800 shares; 2025Q1: 11,077 shares; 2025Q2: 15,166 shares; 2025Q3: 13,977 shares; 2025Q4: 27,848 shares; 2026Q1: 27,862 shares 27,862 $813K <0.01% +14 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,288 shares; 2024Q4: 23,715 shares; 2025Q1: 29,702 shares; 2025Q2: 31,904 shares; 2025Q3: 30,690 shares; 2025Q4: 31,282 shares; 2026Q1: 31,893 shares 31,893 $813K <0.01% +611 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: 1,371 shares; 2025Q4: 1,620 shares; 2026Q1: 2,523 shares 2,523 $812K <0.01% +903 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,835 shares; 2025Q1: 2,250 shares; 2025Q2: 6,811 shares; 2025Q3: 7,866 shares; 2025Q4: 18,324 shares; 2026Q1: 8,691 shares 8,691 $811K <0.01% -9,633 Timeline SECT 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: 18,393 shares; 2024Q4: 20,019 shares; 2025Q1: 13,404 shares; 2025Q2: 14,365 shares; 2025Q3: 12,943 shares; 2025Q4: 12,944 shares; 2026Q1: 13,409 shares 13,409 $810K <0.01% +465 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,693 shares; 2025Q2: 41,693 shares; 2025Q3: 23,593 shares; 2025Q4: 23,793 shares; 2026Q1: 28,953 shares 28,953 $809K <0.01% +5,160 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 13,519 shares; 2025Q4: 28,339 shares; 2026Q1: 50,771 shares 50,771 $808K <0.01% +22,432 Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,161 shares 11,161 $808K <0.01% new Timeline USIN 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: not reported; 2026Q1: 16,104 shares 16,104 $807K <0.01% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,660 shares; 2025Q1: 23,162 shares; 2025Q2: 26,594 shares; 2025Q3: 24,861 shares; 2025Q4: 25,130 shares; 2026Q1: 38,308 shares 38,308 $805K <0.01% +13,178 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,457 shares; 2026Q1: 30,226 shares 30,226 $803K <0.01% +26,769 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 13,030 shares; 2025Q1: 11,761 shares; 2025Q2: 13,552 shares; 2025Q3: 12,831 shares; 2025Q4: 15,145 shares; 2026Q1: 17,304 shares 17,304 $803K <0.01% +2,159 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,065 shares; 2025Q2: 5,014 shares; 2025Q3: 4,854 shares; 2025Q4: 6,250 shares; 2026Q1: 7,310 shares 7,310 $803K <0.01% +1,060 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 8,572 shares; 2025Q1: 9,042 shares; 2025Q2: 10,414 shares; 2025Q3: 9,519 shares; 2025Q4: 9,685 shares; 2026Q1: 10,146 shares 10,146 $799K <0.01% +461 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 12,700 shares 12,700 $796K <0.01% +7,300 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 37,020 shares; 2025Q1: 38,900 shares; 2025Q2: 40,720 shares; 2025Q3: 61,900 shares; 2025Q4: 89,838 shares; 2026Q1: 103,378 shares 103,378 $793K <0.01% +13,540 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,508 shares; 2024Q4: 7,363 shares; 2025Q1: 13,161 shares; 2025Q2: 12,788 shares; 2025Q3: 10,256 shares; 2025Q4: 10,618 shares; 2026Q1: 24,423 shares 24,423 $792K <0.01% +13,805 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 15,737 shares; 2025Q1: 8,312 shares; 2025Q2: 15,737 shares; 2025Q3: 8,305 shares; 2025Q4: 8,192 shares; 2026Q1: 8,304 shares 8,304 $792K <0.01% +112 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,556 shares; 2025Q1: 6,037 shares; 2025Q2: 4,263 shares; 2025Q3: 4,940 shares; 2025Q4: 5,879 shares; 2026Q1: 4,872 shares 4,872 $791K <0.01% -1,007 Timeline IBHF 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: 11,113 shares; 2025Q1: 11,801 shares; 2025Q2: 13,223 shares; 2025Q3: 15,804 shares; 2025Q4: 26,369 shares; 2026Q1: 34,455 shares 34,455 $791K <0.01% +8,086 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,093 shares; 2025Q1: 8,988 shares; 2025Q2: 8,609 shares; 2025Q3: 8,488 shares; 2025Q4: 8,423 shares; 2026Q1: 9,001 shares 9,001 $790K <0.01% +578 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,517 shares; 2024Q4: 10,582 shares; 2025Q1: 8,218 shares; 2025Q2: 12,174 shares; 2025Q3: 52,023 shares; 2025Q4: 9,139 shares; 2026Q1: 12,654 shares 12,654 $789K <0.01% +3,515 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,193 shares; 2025Q3: 20,941 shares; 2025Q4: 30,245 shares; 2026Q1: 50,055 shares 50,055 $789K <0.01% +19,810 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,850 shares; 2025Q1: 16,536 shares; 2025Q2: 16,364 shares; 2025Q3: 16,127 shares; 2025Q4: 16,134 shares; 2026Q1: 15,851 shares 15,851 $787K <0.01% -283 Timeline SYSB 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: 5,074 shares; 2026Q1: 8,835 shares 8,835 $786K <0.01% +3,761 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 9,156 shares; 2025Q1: 16,073 shares; 2025Q2: 15,868 shares; 2025Q3: 16,269 shares; 2025Q4: 13,144 shares; 2026Q1: 11,635 shares 11,635 $786K <0.01% -1,509 Timeline XIMR 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: 15,378 shares; 2024Q4: 13,448 shares; 2025Q1: 15,975 shares; 2025Q2: 21,525 shares; 2025Q3: 25,773 shares; 2025Q4: 24,742 shares; 2026Q1: 25,230 shares 25,230 $780K <0.01% +488 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,251 shares; 2025Q1: 6,404 shares; 2025Q2: 6,744 shares; 2025Q3: 11,953 shares; 2025Q4: 12,551 shares; 2026Q1: 12,387 shares 12,387 $780K <0.01% -164 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,525 shares; 2025Q2: 46,182 shares; 2025Q3: 44,698 shares; 2025Q4: 47,193 shares; 2026Q1: 36,286 shares 36,286 $779K <0.01% -10,907 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,705 shares; 2024Q4: 105,744 shares; 2025Q1: 110,783 shares; 2025Q2: 110,744 shares; 2025Q3: 107,630 shares; 2025Q4: 101,376 shares; 2026Q1: 128,467 shares 128,467 $779K <0.01% +27,091 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,491 shares; 2024Q4: 15,446 shares; 2025Q1: 12,139 shares; 2025Q2: 10,730 shares; 2025Q3: 11,091 shares; 2025Q4: 10,861 shares; 2026Q1: 11,564 shares 11,564 $778K <0.01% +703 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: not reported; 2025Q1: 10,915 shares; 2025Q2: 12,128 shares; 2025Q3: 17,996 shares; 2025Q4: 19,390 shares; 2026Q1: 22,515 shares 22,515 $778K <0.01% +3,125 Timeline MFLX 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: 35,500 shares; 2024Q4: 44,624 shares; 2025Q1: 44,624 shares; 2025Q2: 44,624 shares; 2025Q3: 46,129 shares; 2025Q4: 46,144 shares; 2026Q1: 46,160 shares 46,160 $774K <0.01% +16 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,658 shares; 2025Q1: 16,086 shares; 2025Q2: 14,962 shares; 2025Q3: 14,721 shares; 2025Q4: 14,922 shares; 2026Q1: 14,053 shares 14,053 $774K <0.01% -869 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,351 shares; 2025Q4: 17,775 shares; 2026Q1: 17,262 shares 17,262 $771K <0.01% -513 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,672 shares 40,672 $770K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,339 shares; 2024Q4: 40,170 shares; 2025Q1: 26,865 shares; 2025Q2: 40,115 shares; 2025Q3: 58,223 shares; 2025Q4: 66,485 shares; 2026Q1: 81,069 shares 81,069 $769K <0.01% +14,584 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,339 shares; 2025Q1: 11,265 shares; 2025Q2: 11,874 shares; 2025Q3: 11,727 shares; 2025Q4: 11,776 shares; 2026Q1: 11,557 shares 11,557 $766K <0.01% -219 Timeline FXG 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: 11,392 shares; 2024Q4: 15,004 shares; 2025Q1: 14,878 shares; 2025Q2: 15,315 shares; 2025Q3: 14,243 shares; 2025Q4: 11,521 shares; 2026Q1: 12,009 shares 12,009 $765K <0.01% +488 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,619 shares; 2024Q4: 80,337 shares; 2025Q1: 29,115 shares; 2025Q2: 71,767 shares; 2025Q3: 30,826 shares; 2025Q4: 64,428 shares; 2026Q1: 101,759 shares 101,759 $765K <0.01% +37,331 Timeline XBOC 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: 19,606 shares; 2024Q4: 20,066 shares; 2025Q1: 20,106 shares; 2025Q2: 19,496 shares; 2025Q3: 19,036 shares; 2025Q4: 23,278 shares; 2026Q1: 23,238 shares 23,238 $764K <0.01% -40 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 10,485 shares; 2025Q1: 9,430 shares; 2025Q2: 10,982 shares; 2025Q3: 10,701 shares; 2025Q4: 11,870 shares; 2026Q1: 10,525 shares 10,525 $764K <0.01% -1,345 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,946 shares; 2025Q1: 4,343 shares; 2025Q2: 4,299 shares; 2025Q3: 4,107 shares; 2025Q4: 3,504 shares; 2026Q1: 6,116 shares 6,116 $764K <0.01% +2,612 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 8,782 shares; 2025Q1: 7,288 shares; 2025Q2: 7,961 shares; 2025Q3: 7,476 shares; 2025Q4: 7,057 shares; 2026Q1: 6,651 shares 6,651 $764K <0.01% -406 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,157 shares; 2025Q1: 1,030 shares; 2025Q2: 1,266 shares; 2025Q3: 1,100 shares; 2025Q4: 1,288 shares; 2026Q1: 1,288 shares 1,288 $764K <0.01% 0 Timeline IBMT 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: 18,447 shares; 2026Q1: 29,745 shares 29,745 $763K <0.01% +11,298 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 3,924 shares 3,924 $763K <0.01% +3,233 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 8,960 shares; 2026Q1: 19,333 shares 19,333 $763K <0.01% +10,373 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,312 shares; 2024Q4: 36,487 shares; 2025Q1: 29,985 shares; 2025Q2: 31,473 shares; 2025Q3: 27,391 shares; 2025Q4: 26,978 shares; 2026Q1: 30,979 shares 30,979 $763K <0.01% +4,001 Timeline OVLY OAK VY BANCORP OAKDALE CALIF More: the full row for OAK VY BANCORP OAKDALE CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,118 shares; 2025Q1: not reported; 2025Q2: 21,118 shares; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 23,519 shares 23,519 $763K <0.01% +22,118 Timeline GWX 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: 7,545 shares; 2025Q1: not reported; 2025Q2: 6,754 shares; 2025Q3: 7,837 shares; 2025Q4: 8,757 shares; 2026Q1: 18,033 shares 18,033 $762K <0.01% +9,276 Timeline SHYM 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: 10,335 shares; 2024Q4: 13,167 shares; 2025Q1: not reported; 2025Q2: 25,427 shares; 2025Q3: 24,529 shares; 2025Q4: 31,583 shares; 2026Q1: 34,471 shares 34,471 $759K <0.01% +2,888 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,008 shares; 2025Q4: 24,518 shares; 2026Q1: 26,142 shares 26,142 $759K <0.01% +1,624 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,012 shares; 2025Q1: 2,256 shares; 2025Q2: 2,217 shares; 2025Q3: 2,195 shares; 2025Q4: 2,270 shares; 2026Q1: 2,203 shares 2,203 $758K <0.01% -67 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,335 shares; 2024Q4: 51,423 shares; 2025Q1: 51,691 shares; 2025Q2: 57,446 shares; 2025Q3: 57,206 shares; 2025Q4: 55,706 shares; 2026Q1: 55,513 shares 55,513 $753K <0.01% -193 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,789 shares; 2025Q4: 89,886 shares; 2026Q1: 90,397 shares 90,397 $753K <0.01% +511 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 5,070 shares; 2025Q1: 4,001 shares; 2025Q2: 4,521 shares; 2025Q3: 4,087 shares; 2025Q4: 3,850 shares; 2026Q1: 2,498 shares 2,498 $751K <0.01% -1,352 Timeline FTRI 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: 19,159 shares; 2024Q4: 62,572 shares; 2025Q1: 49,619 shares; 2025Q2: 50,517 shares; 2025Q3: 51,944 shares; 2025Q4: 44,707 shares; 2026Q1: 41,909 shares 41,909 $748K <0.01% -2,798 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 20,451 shares; 2025Q1: 22,136 shares; 2025Q2: 24,503 shares; 2025Q3: 23,681 shares; 2025Q4: 24,109 shares; 2026Q1: 20,596 shares 20,596 $746K <0.01% -3,513 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 6,940 shares; 2025Q1: 6,083 shares; 2025Q2: 5,934 shares; 2025Q3: 5,928 shares; 2025Q4: 5,842 shares; 2026Q1: 5,837 shares 5,837 $746K <0.01% -5 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 6,226 shares; 2025Q4: 8,575 shares; 2026Q1: 8,644 shares 8,644 $745K <0.01% +69 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 3,499 shares; 2025Q1: 3,050 shares; 2025Q2: 3,870 shares; 2025Q3: 3,368 shares; 2025Q4: 3,226 shares; 2026Q1: 3,222 shares 3,222 $744K <0.01% -4 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 7,718 shares; 2025Q1: 2,695 shares; 2025Q2: 7,147 shares; 2025Q3: 185,815 shares; 2025Q4: 6,570 shares; 2026Q1: 9,941 shares 9,941 $743K <0.01% +3,371 Timeline ZMAY 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: 29,001 shares; 2025Q3: 29,001 shares; 2025Q4: 29,001 shares; 2026Q1: 29,001 shares 29,001 $743K <0.01% 0 Timeline PBJ 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: 2,871 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,847 shares; 2026Q1: 15,154 shares 15,154 $742K <0.01% +13,307 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 32,944 shares; 2025Q1: 42,770 shares; 2025Q2: 41,782 shares; 2025Q3: 40,746 shares; 2025Q4: 37,661 shares; 2026Q1: 38,261 shares 38,261 $742K <0.01% +600 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 6,957 shares; 2025Q1: 7,112 shares; 2025Q2: 6,631 shares; 2025Q3: 5,959 shares; 2025Q4: 6,977 shares; 2026Q1: 6,938 shares 6,938 $742K <0.01% -39 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,779 shares; 2025Q1: 2,642 shares; 2025Q2: 2,985 shares; 2025Q3: 2,615 shares; 2025Q4: 3,188 shares; 2026Q1: 2,708 shares 2,708 $741K <0.01% -480 Timeline FMHI 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: 39,244 shares; 2024Q4: 44,163 shares; 2025Q1: 32,866 shares; 2025Q2: 33,756 shares; 2025Q3: 18,993 shares; 2025Q4: 16,442 shares; 2026Q1: 15,562 shares 15,562 $740K <0.01% -880 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,639 shares; 2025Q1: 14,662 shares; 2025Q2: 18,861 shares; 2025Q3: 21,228 shares; 2025Q4: 203,042 shares; 2026Q1: 39,094 shares 39,094 $739K <0.01% -163,948 Timeline SIXP 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: not reported; 2024Q4: 30,589 shares; 2025Q1: 28,804 shares; 2025Q2: 28,804 shares; 2025Q3: 30,234 shares; 2025Q4: 25,651 shares; 2026Q1: 23,634 shares 23,634 $739K <0.01% -2,017 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 11,592 shares; 2025Q1: 22,485 shares; 2025Q2: 22,610 shares; 2025Q3: 21,130 shares; 2025Q4: 24,333 shares; 2026Q1: 23,638 shares 23,638 $737K <0.01% -695 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,697 shares; 2025Q1: 62,356 shares; 2025Q2: 23,978 shares; 2025Q3: 24,312 shares; 2025Q4: 24,107 shares; 2026Q1: 23,882 shares 23,882 $736K <0.01% -225 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,802 shares; 2024Q4: 28,044 shares; 2025Q1: 28,342 shares; 2025Q2: 62,285 shares; 2025Q3: 73,234 shares; 2025Q4: 77,682 shares; 2026Q1: 66,454 shares 66,454 $735K <0.01% -11,228 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 17,476 shares; 2025Q1: 27,888 shares; 2025Q2: 30,060 shares; 2025Q3: 31,996 shares; 2025Q4: 33,513 shares; 2026Q1: 35,482 shares 35,482 $734K <0.01% +1,969 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,784 shares; 2025Q2: 19,342 shares; 2025Q3: 33,580 shares; 2025Q4: 49,479 shares; 2026Q1: 49,322 shares 49,322 $734K <0.01% -157 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 18,867 shares; 2025Q1: 18,041 shares; 2025Q2: 16,659 shares; 2025Q3: 17,095 shares; 2025Q4: 19,274 shares; 2026Q1: 16,967 shares 16,967 $728K <0.01% -2,307 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,648 shares; 2025Q1: 18,593 shares; 2025Q2: 22,197 shares; 2025Q3: 19,666 shares; 2025Q4: 19,452 shares; 2026Q1: 19,788 shares 19,788 $727K <0.01% +336 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,019 shares; 2024Q4: 19,684 shares; 2025Q1: 27,165 shares; 2025Q2: 31,009 shares; 2025Q3: 29,715 shares; 2025Q4: 32,225 shares; 2026Q1: 31,893 shares 31,893 $724K <0.01% -332 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,845 shares; 2025Q1: 3,856 shares; 2025Q2: 5,177 shares; 2025Q3: 5,167 shares; 2025Q4: 5,172 shares; 2026Q1: 7,151 shares 7,151 $723K <0.01% +1,979 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS 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: 78,700 shares; 2026Q1: 78,700 shares 78,700 $722K <0.01% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,832 shares; 2024Q4: 23,354 shares; 2025Q1: 20,074 shares; 2025Q2: 31,098 shares; 2025Q3: 33,374 shares; 2025Q4: 32,730 shares; 2026Q1: 32,475 shares 32,475 $722K <0.01% -255 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 28,359 shares; 2025Q4: 28,167 shares; 2026Q1: 25,128 shares 25,128 $722K <0.01% -3,039 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,440 shares; 2026Q1: 9,543 shares 9,543 $722K <0.01% +4,103 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: not reported; 2025Q1: 9,208 shares; 2025Q2: 9,160 shares; 2025Q3: 9,185 shares; 2025Q4: 9,703 shares; 2026Q1: 10,275 shares 10,275 $718K <0.01% +572 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,759 shares; 2024Q4: 23,031 shares; 2025Q1: 13,085 shares; 2025Q2: 19,081 shares; 2025Q3: 9,109 shares; 2025Q4: 18,063 shares; 2026Q1: 28,120 shares 28,120 $718K <0.01% +10,057 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,532 shares; 2026Q1: 9,485 shares 9,485 $718K <0.01% +2,953 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: 4,171 shares; 2025Q3: 3,842 shares; 2025Q4: 3,849 shares; 2026Q1: 9,282 shares 9,282 $713K <0.01% +5,433 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 1,705 shares; 2025Q1: 1,706 shares; 2025Q2: 1,665 shares; 2025Q3: 1,567 shares; 2025Q4: 1,580 shares; 2026Q1: 1,362 shares 1,362 $713K <0.01% -218 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,079 shares; 2024Q4: 56,866 shares; 2025Q1: 20,728 shares; 2025Q2: 17,678 shares; 2025Q3: 15,453 shares; 2025Q4: 15,637 shares; 2026Q1: 14,726 shares 14,726 $713K <0.01% -911 Timeline NJUN 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: 16,370 shares; 2024Q4: 19,024 shares; 2025Q1: 15,176 shares; 2025Q2: 23,931 shares; 2025Q3: 20,089 shares; 2025Q4: 20,370 shares; 2026Q1: 22,754 shares 22,754 $712K <0.01% +2,384 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 7,309 shares; 2025Q1: 6,794 shares; 2025Q2: 7,104 shares; 2025Q3: 6,422 shares; 2025Q4: 7,414 shares; 2026Q1: 7,858 shares 7,858 $711K <0.01% +444 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,290 shares; 2024Q4: 15,434 shares; 2025Q1: 16,091 shares; 2025Q2: 14,682 shares; 2025Q3: 110,943 shares; 2025Q4: 14,854 shares; 2026Q1: 13,180 shares 13,180 $710K <0.01% -1,674 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 28,781 shares; 2025Q1: 13,508 shares; 2025Q2: 28,211 shares; 2025Q3: 12,656 shares; 2025Q4: 17,954 shares; 2026Q1: 17,658 shares 17,658 $709K <0.01% -296 Timeline KJUN 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: 15,445 shares; 2024Q4: 14,887 shares; 2025Q1: 14,293 shares; 2025Q2: 33,495 shares; 2025Q3: 45,177 shares; 2025Q4: 41,075 shares; 2026Q1: 25,058 shares 25,058 $708K <0.01% -16,017 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,988 shares; 2025Q1: 4,210 shares; 2025Q2: 5,803 shares; 2025Q3: 6,014 shares; 2025Q4: 6,442 shares; 2026Q1: 7,202 shares 7,202 $708K <0.01% +760 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 27,586 shares; 2026Q1: 28,309 shares 28,309 $706K <0.01% +723 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 29,897 shares; 2025Q1: 17,304 shares; 2025Q2: 29,516 shares; 2025Q3: 17,588 shares; 2025Q4: 17,593 shares; 2026Q1: 29,676 shares 29,676 $703K <0.01% +12,083 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares; 2026Q1: 31,537 shares 31,537 $699K <0.01% +28,549 Timeline SNPE 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: 14,242 shares; 2024Q4: 15,249 shares; 2025Q1: 15,689 shares; 2025Q2: 14,092 shares; 2025Q3: 13,246 shares; 2025Q4: 13,502 shares; 2026Q1: 11,729 shares 11,729 $698K <0.01% -1,773 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,262 shares; 2024Q4: 48,275 shares; 2025Q1: 48,188 shares; 2025Q2: 46,940 shares; 2025Q3: 150,836 shares; 2025Q4: 154,649 shares; 2026Q1: 52,485 shares 52,485 $698K <0.01% -102,164 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 6,936 shares; 2025Q1: 5,990 shares; 2025Q2: 6,291 shares; 2025Q3: 7,525 shares; 2025Q4: 8,979 shares; 2026Q1: 10,667 shares 10,667 $697K <0.01% +1,688 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 12,203 shares; 2025Q3: 8,612 shares; 2025Q4: 7,731 shares; 2026Q1: 13,079 shares 13,079 $696K <0.01% +5,348 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,716 shares; 2025Q1: not reported; 2025Q2: 44,697 shares; 2025Q3: 26,914 shares; 2025Q4: 25,774 shares; 2026Q1: 26,620 shares 26,620 $696K <0.01% +846 Timeline QMFE 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: 13,544 shares; 2025Q2: 27,624 shares; 2025Q3: 18,025 shares; 2025Q4: 17,025 shares; 2026Q1: 31,350 shares 31,350 $695K <0.01% +14,325 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 15,738 shares; 2025Q1: 13,784 shares; 2025Q2: 16,029 shares; 2025Q3: 14,096 shares; 2025Q4: 13,920 shares; 2026Q1: 12,732 shares 12,732 $695K <0.01% -1,188 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 8,434 shares; 2026Q1: 10,087 shares 10,087 $695K <0.01% +1,653 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,513 shares; 2024Q4: 53,879 shares; 2025Q1: 51,746 shares; 2025Q2: 18,526 shares; 2025Q3: 20,466 shares; 2025Q4: 19,777 shares; 2026Q1: 15,325 shares 15,325 $695K <0.01% -4,452 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 4,865 shares; 2025Q1: 5,529 shares; 2025Q2: 5,028 shares; 2025Q3: 6,641 shares; 2025Q4: 7,039 shares; 2026Q1: 3,948 shares 3,948 $693K <0.01% -3,091 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 8,297 shares; 2025Q1: 7,652 shares; 2025Q2: 7,978 shares; 2025Q3: 8,467 shares; 2025Q4: 9,273 shares; 2026Q1: 8,751 shares 8,751 $692K <0.01% -522 Timeline XIDE 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: 35,602 shares; 2024Q4: 36,680 shares; 2025Q1: 37,847 shares; 2025Q2: 39,866 shares; 2025Q3: 34,178 shares; 2025Q4: 23,415 shares; 2026Q1: 23,301 shares 23,301 $692K <0.01% -114 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,167 shares; 2024Q4: 12,068 shares; 2025Q1: 13,731 shares; 2025Q2: 11,460 shares; 2025Q3: 114,153 shares; 2025Q4: 11,564 shares; 2026Q1: 17,312 shares 17,312 $691K <0.01% +5,748 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 49,351 shares; 2025Q1: 49,361 shares; 2025Q2: 40,309 shares; 2025Q3: 36,971 shares; 2025Q4: 34,124 shares; 2026Q1: 28,114 shares 28,114 $690K <0.01% -6,010 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,178 shares; 2026Q1: 31,253 shares 31,253 $689K <0.01% +28,075 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,902 shares; 2024Q4: 33,320 shares; 2025Q1: 20,182 shares; 2025Q2: 28,765 shares; 2025Q3: 22,349 shares; 2025Q4: 19,232 shares; 2026Q1: 20,246 shares 20,246 $689K <0.01% +1,014 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,665 shares; 2024Q4: 16,089 shares; 2025Q1: 16,510 shares; 2025Q2: 19,958 shares; 2025Q3: 23,973 shares; 2025Q4: 25,574 shares; 2026Q1: 32,209 shares 32,209 $688K <0.01% +6,635 Timeline FBCV 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: 16,841 shares; 2024Q4: not reported; 2025Q1: 16,814 shares; 2025Q2: not reported; 2025Q3: 7,211 shares; 2025Q4: 17,265 shares; 2026Q1: 19,047 shares 19,047 $685K <0.01% +1,782 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 10,374 shares; 2025Q1: 11,190 shares; 2025Q2: 12,210 shares; 2025Q3: 12,233 shares; 2025Q4: 10,551 shares; 2026Q1: 4,985 shares 4,985 $684K <0.01% -5,566 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,300 shares; 2025Q1: 5,271 shares; 2025Q2: 4,841 shares; 2025Q3: 4,660 shares; 2025Q4: 5,250 shares; 2026Q1: 4,770 shares 4,770 $681K <0.01% -480 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,911 shares; 2025Q4: 31,875 shares; 2026Q1: 34,393 shares 34,393 $680K <0.01% +2,518 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,005 shares; 2024Q4: 7,295 shares; 2025Q1: 4,980 shares; 2025Q2: 5,525 shares; 2025Q3: 4,112 shares; 2025Q4: 3,627 shares; 2026Q1: 6,887 shares 6,887 $680K <0.01% +3,260 Timeline EBUF 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: 7,946 shares; 2025Q3: 7,946 shares; 2025Q4: 21,021 shares; 2026Q1: 23,042 shares 23,042 $680K <0.01% +2,021 Timeline PTMC 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: 13,042 shares; 2024Q4: 14,123 shares; 2025Q1: 15,085 shares; 2025Q2: 16,458 shares; 2025Q3: 15,398 shares; 2025Q4: 15,642 shares; 2026Q1: 18,587 shares 18,587 $680K <0.01% +2,945 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,865 shares; 2025Q2: 3,743 shares; 2025Q3: 37,057 shares; 2025Q4: 39,619 shares; 2026Q1: 5,228 shares 5,228 $679K <0.01% -34,391 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 8,079 shares; 2025Q1: 8,083 shares; 2025Q2: 7,931 shares; 2025Q3: 7,936 shares; 2025Q4: 8,656 shares; 2026Q1: 12,386 shares 12,386 $679K <0.01% +3,730 Timeline FMUB 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: 8,220 shares; 2025Q4: 9,676 shares; 2026Q1: 13,376 shares 13,376 $677K <0.01% +3,700 Timeline EVLN 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: not reported; 2025Q4: not reported; 2026Q1: 14,039 shares 14,039 $676K <0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,543 shares; 2025Q3: 7,958 shares; 2025Q4: 8,983 shares; 2026Q1: 16,601 shares 16,601 $676K <0.01% +7,618 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,741 shares; 2024Q4: 118,993 shares; 2025Q1: 127,787 shares; 2025Q2: 144,932 shares; 2025Q3: 166,290 shares; 2025Q4: 177,311 shares; 2026Q1: 179,575 shares 179,575 $675K <0.01% +2,264 Timeline