APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 14,551 shares; 2025Q1: 13,678 shares; 2025Q2: 12,325 shares; 2025Q3: 18,459 shares; 2025Q4: 23,475 shares; 2026Q1: 16,647 shares 16,647 $675K <0.01% -6,828 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,321 shares; 2025Q1: not reported; 2025Q2: 11,321 shares; 2025Q3: not reported; 2025Q4: 3,431 shares; 2026Q1: 57,352 shares 57,352 $668K <0.01% +53,921 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 11,415 shares; 2025Q1: 10,365 shares; 2025Q2: 10,470 shares; 2025Q3: 13,761 shares; 2025Q4: 11,723 shares; 2026Q1: 10,438 shares 10,438 $667K <0.01% -1,285 Timeline DDFM 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: 35,545 shares 35,545 $667K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,127 shares; 2025Q4: 6,446 shares; 2026Q1: 6,647 shares 6,647 $666K <0.01% +201 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 4,624 shares; 2025Q1: 4,639 shares; 2025Q2: 4,987 shares; 2025Q3: 1,847 shares; 2025Q4: 1,858 shares; 2026Q1: 1,854 shares 1,854 $665K <0.01% -4 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 3,732 shares 3,732 $665K <0.01% +1,629 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 2,787 shares; 2025Q1: 3,444 shares; 2025Q2: 3,634 shares; 2025Q3: 3,501 shares; 2025Q4: 4,422 shares; 2026Q1: 7,135 shares 7,135 $665K <0.01% +2,713 Timeline REM 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: 24,500 shares; 2024Q4: 22,339 shares; 2025Q1: 23,517 shares; 2025Q2: 26,576 shares; 2025Q3: 23,629 shares; 2025Q4: 23,953 shares; 2026Q1: 30,881 shares 30,881 $663K <0.01% +6,928 Timeline NVBT 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: 610,844 shares; 2025Q1: 640,752 shares; 2025Q2: 678,755 shares; 2025Q3: 49,830 shares; 2025Q4: 11,212 shares; 2026Q1: 18,508 shares 18,508 $663K <0.01% +7,296 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,575 shares; 2025Q1: 49,440 shares; 2025Q2: 51,351 shares; 2025Q3: 51,577 shares; 2025Q4: 43,348 shares; 2026Q1: 36,208 shares 36,208 $662K <0.01% -7,140 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,948 shares; 2025Q2: 13,325 shares; 2025Q3: 35,761 shares; 2025Q4: 36,737 shares; 2026Q1: 41,737 shares 41,737 $661K <0.01% +5,000 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,515 shares; 2024Q4: 68,009 shares; 2025Q1: 63,767 shares; 2025Q2: 63,767 shares; 2025Q3: 59,183 shares; 2025Q4: 60,855 shares; 2026Q1: 90,943 shares 90,943 $660K <0.01% +30,088 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,518 shares; 2025Q1: 9,247 shares; 2025Q2: 17,857 shares; 2025Q3: 17,867 shares; 2025Q4: 17,891 shares; 2026Q1: 17,382 shares 17,382 $659K <0.01% -509 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,524 shares; 2024Q4: 221,557 shares; 2025Q1: 165,841 shares; 2025Q2: 214,021 shares; 2025Q3: 161,745 shares; 2025Q4: 113,455 shares; 2026Q1: 137,908 shares 137,908 $659K <0.01% +24,453 Timeline USMF 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: 9,997 shares; 2025Q3: 11,157 shares; 2025Q4: 7,575 shares; 2026Q1: 13,340 shares 13,340 $659K <0.01% +5,765 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS 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: 59,608 shares 59,608 $659K <0.01% new Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,627 shares; 2025Q2: 25,246 shares; 2025Q3: 11,567 shares; 2025Q4: 7,951 shares; 2026Q1: 22,583 shares 22,583 $657K <0.01% +14,632 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,703 shares; 2026Q1: 84,194 shares 84,194 $656K <0.01% +48,491 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,495 shares; 2024Q4: 144,111 shares; 2025Q1: 150,570 shares; 2025Q2: 70,195 shares; 2025Q3: 67,238 shares; 2025Q4: 44,577 shares; 2026Q1: 18,597 shares 18,597 $654K <0.01% -25,980 Timeline DRLL 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: 12,547 shares; 2024Q4: 13,193 shares; 2025Q1: 13,280 shares; 2025Q2: 17,014 shares; 2025Q3: 14,613 shares; 2025Q4: 13,153 shares; 2026Q1: 16,550 shares 16,550 $653K <0.01% +3,397 Timeline BUFY 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: 14,136 shares; 2026Q1: 29,138 shares 29,138 $652K <0.01% +15,002 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,954 shares; 2024Q4: 18,324 shares; 2025Q1: 17,448 shares; 2025Q2: 18,267 shares; 2025Q3: 15,341 shares; 2025Q4: 15,423 shares; 2026Q1: 13,877 shares 13,877 $651K <0.01% -1,546 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,580 shares; 2024Q4: 34,489 shares; 2025Q1: 34,970 shares; 2025Q2: 35,459 shares; 2025Q3: 40,305 shares; 2025Q4: 40,775 shares; 2026Q1: 34,477 shares 34,477 $649K <0.01% -6,298 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 24,310 shares; 2025Q1: 10,151 shares; 2025Q2: 12,362 shares; 2025Q3: 38,065 shares; 2025Q4: 44,224 shares; 2026Q1: 26,675 shares 26,675 $647K <0.01% -17,549 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares; 2026Q1: 20,737 shares 20,737 $645K <0.01% +19,473 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 12,235 shares; 2025Q1: 11,329 shares; 2025Q2: 14,299 shares; 2025Q3: 15,908 shares; 2025Q4: 16,484 shares; 2026Q1: 18,686 shares 18,686 $644K <0.01% +2,202 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,715 shares; 2025Q1: 4,193 shares; 2025Q2: 5,176 shares; 2025Q3: 4,923 shares; 2025Q4: 4,741 shares; 2026Q1: 6,431 shares 6,431 $644K <0.01% +1,690 Timeline DBJP 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: 4,421 shares; 2024Q4: 4,334 shares; 2025Q1: 3,288 shares; 2025Q2: 4,495 shares; 2025Q3: 5,483 shares; 2025Q4: 5,441 shares; 2026Q1: 6,348 shares 6,348 $641K <0.01% +907 Timeline IBTL 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: 48,871 shares; 2024Q4: 47,903 shares; 2025Q1: 42,730 shares; 2025Q2: 31,502 shares; 2025Q3: 31,882 shares; 2025Q4: 33,434 shares; 2026Q1: 31,410 shares 31,410 $641K <0.01% -2,024 Timeline SEPM 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: 17,306 shares; 2025Q1: 15,731 shares; 2025Q2: 14,261 shares; 2025Q3: 15,061 shares; 2025Q4: 20,235 shares; 2026Q1: 20,235 shares 20,235 $641K <0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 4,568 shares; 2025Q1: 3,631 shares; 2025Q2: 3,528 shares; 2025Q3: 3,329 shares; 2025Q4: 3,307 shares; 2026Q1: 3,405 shares 3,405 $640K <0.01% +98 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 15,662 shares; 2025Q1: 13,336 shares; 2025Q2: 12,780 shares; 2025Q3: 12,833 shares; 2025Q4: 12,824 shares; 2026Q1: 25,481 shares 25,481 $640K <0.01% +12,657 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 11,354 shares; 2025Q1: 7,038 shares; 2025Q2: 19,563 shares; 2025Q3: 21,414 shares; 2025Q4: 20,256 shares; 2026Q1: 24,096 shares 24,096 $639K <0.01% +3,840 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 23,933 shares; 2025Q1: 33,635 shares; 2025Q2: 34,736 shares; 2025Q3: 34,940 shares; 2025Q4: 35,088 shares; 2026Q1: 30,189 shares 30,189 $638K <0.01% -4,899 Timeline FSCS 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: 8,573 shares; 2025Q3: 10,789 shares; 2025Q4: 15,051 shares; 2026Q1: 18,122 shares 18,122 $638K <0.01% +3,071 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,462 shares; 2025Q4: 12,010 shares; 2026Q1: 13,485 shares 13,485 $638K <0.01% +1,475 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 987 shares; 2025Q1: 928 shares; 2025Q2: 1,328 shares; 2025Q3: 1,536 shares; 2025Q4: 1,748 shares; 2026Q1: 1,685 shares 1,685 $637K <0.01% -63 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,373 shares; 2025Q3: 15,025 shares; 2025Q4: 17,952 shares; 2026Q1: 18,854 shares 18,854 $636K <0.01% +902 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,428 shares; 2024Q4: 15,378 shares; 2025Q1: 11,713 shares; 2025Q2: 11,199 shares; 2025Q3: 10,409 shares; 2025Q4: 10,757 shares; 2026Q1: 11,406 shares 11,406 $635K <0.01% +649 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,784 shares; 2025Q1: 34,403 shares; 2025Q2: 43,635 shares; 2025Q3: 73,827 shares; 2025Q4: 92,318 shares; 2026Q1: 91,005 shares 91,005 $634K <0.01% -1,313 Timeline ZALT 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: 119,890 shares; 2024Q4: 106,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,900 shares; 2026Q1: 19,464 shares 19,464 $632K <0.01% -436 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: not reported; 2025Q1: 24,122 shares; 2025Q2: 35,426 shares; 2025Q3: 31,961 shares; 2025Q4: 32,215 shares; 2026Q1: 57,324 shares 57,324 $629K <0.01% +25,109 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 6,273 shares; 2026Q1: 6,692 shares 6,692 $629K <0.01% +419 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 2,389 shares; 2025Q1: 3,338 shares; 2025Q2: 2,434 shares; 2025Q3: 2,453 shares; 2025Q4: 2,482 shares; 2026Q1: 2,531 shares 2,531 $629K <0.01% +49 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 3,418 shares; 2025Q1: 3,385 shares; 2025Q2: 2,257 shares; 2025Q3: not reported; 2025Q4: 4,444 shares; 2026Q1: 5,737 shares 5,737 $628K <0.01% +1,293 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,832 shares; 2025Q1: 46,913 shares; 2025Q2: 56,305 shares; 2025Q3: 56,112 shares; 2025Q4: 57,451 shares; 2026Q1: 25,308 shares 25,308 $628K <0.01% -32,143 Timeline XPH 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: not reported; 2025Q4: 2,700 shares; 2026Q1: 11,603 shares 11,603 $628K <0.01% +8,903 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,593 shares; 2025Q1: 14,974 shares; 2025Q2: 13,431 shares; 2025Q3: 111,527 shares; 2025Q4: 12,644 shares; 2026Q1: 4,633 shares 4,633 $628K <0.01% -8,011 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,119 shares; 2024Q4: 14,132 shares; 2025Q1: 13,119 shares; 2025Q2: 10,890 shares; 2025Q3: 10,941 shares; 2025Q4: 14,537 shares; 2026Q1: 11,596 shares 11,596 $627K <0.01% -2,941 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,760 shares 15,760 $626K <0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,859 shares; 2024Q4: 14,381 shares; 2025Q1: 13,538 shares; 2025Q2: 12,497 shares; 2025Q3: 11,258 shares; 2025Q4: 11,582 shares; 2026Q1: 11,130 shares 11,130 $625K <0.01% -452 Timeline SIXO 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: 15,372 shares; 2024Q4: 16,905 shares; 2025Q1: 19,039 shares; 2025Q2: 21,128 shares; 2025Q3: 19,947 shares; 2025Q4: 21,615 shares; 2026Q1: 18,476 shares 18,476 $624K <0.01% -3,139 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 10,106 shares; 2025Q1: 6,573 shares; 2025Q2: 11,065 shares; 2025Q3: 8,696 shares; 2025Q4: 8,557 shares; 2026Q1: 12,277 shares 12,277 $624K <0.01% +3,720 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,570 shares; 2026Q1: 8,778 shares 8,778 $623K <0.01% +5,208 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,089 shares; 2025Q3: 11,203 shares; 2025Q4: 9,927 shares; 2026Q1: 27,986 shares 27,986 $622K <0.01% +18,059 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 16,637 shares; 2025Q1: 8,773 shares; 2025Q2: 7,962 shares; 2025Q3: 6,821 shares; 2025Q4: 11,706 shares; 2026Q1: 9,620 shares 9,620 $622K <0.01% -2,086 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,098 shares; 2024Q4: 55,053 shares; 2025Q1: 28,162 shares; 2025Q2: 15,056 shares; 2025Q3: 15,743 shares; 2025Q4: 18,842 shares; 2026Q1: 27,876 shares 27,876 $621K <0.01% +9,034 Timeline TLTW 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: 13,330 shares; 2025Q3: 13,971 shares; 2025Q4: 16,483 shares; 2026Q1: 27,274 shares 27,274 $617K <0.01% +10,791 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,113 shares; 2025Q2: 2,108 shares; 2025Q3: 6,160 shares; 2025Q4: 6,165 shares; 2026Q1: 6,166 shares 6,166 $616K <0.01% +1 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,746 shares; 2025Q1: 16,596 shares; 2025Q2: 23,099 shares; 2025Q3: 50,403 shares; 2025Q4: 38,787 shares; 2026Q1: 42,569 shares 42,569 $616K <0.01% +3,782 Timeline HYBI 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: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 12,041 shares; 2025Q4: 11,814 shares; 2026Q1: 12,437 shares 12,437 $615K <0.01% +623 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT 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: 52,375 shares; 2025Q4: 53,098 shares; 2026Q1: 53,457 shares 53,457 $615K <0.01% +359 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 12,277 shares; 2025Q1: 11,122 shares; 2025Q2: 10,745 shares; 2025Q3: 10,038 shares; 2025Q4: 10,638 shares; 2026Q1: 5,203 shares 5,203 $614K <0.01% -5,435 Timeline IBTM 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: 45,628 shares; 2024Q4: 49,971 shares; 2025Q1: 25,653 shares; 2025Q2: 27,544 shares; 2025Q3: 23,040 shares; 2025Q4: 22,632 shares; 2026Q1: 26,736 shares 26,736 $613K <0.01% +4,104 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,340 shares; 2024Q4: 23,826 shares; 2025Q1: 19,553 shares; 2025Q2: 18,809 shares; 2025Q3: 18,866 shares; 2025Q4: 18,904 shares; 2026Q1: 27,416 shares 27,416 $613K <0.01% +8,512 Timeline QLD 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: 7,891 shares; 2024Q4: 6,526 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,745 shares; 2025Q4: 21,240 shares; 2026Q1: 10,034 shares 10,034 $612K <0.01% -11,206 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 8,570 shares; 2025Q1: 8,618 shares; 2025Q2: 8,611 shares; 2025Q3: 9,034 shares; 2025Q4: 9,843 shares; 2026Q1: 9,896 shares 9,896 $611K <0.01% +53 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,217 shares; 2025Q1: 7,767 shares; 2025Q2: 10,027 shares; 2025Q3: 9,035 shares; 2025Q4: 9,401 shares; 2026Q1: 8,352 shares 8,352 $610K <0.01% -1,049 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 11,380 shares; 2025Q1: 11,842 shares; 2025Q2: 27,317 shares; 2025Q3: 22,790 shares; 2025Q4: 37,915 shares; 2026Q1: 48,367 shares 48,367 $609K <0.01% +10,452 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 42,065 shares; 2025Q1: 44,531 shares; 2025Q2: 46,512 shares; 2025Q3: 47,945 shares; 2025Q4: 49,102 shares; 2026Q1: 52,041 shares 52,041 $607K <0.01% +2,939 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,597 shares; 2025Q1: 13,338 shares; 2025Q2: 15,595 shares; 2025Q3: 12,463 shares; 2025Q4: 13,475 shares; 2026Q1: 15,864 shares 15,864 $607K <0.01% +2,389 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,610 shares; 2025Q2: 5,638 shares; 2025Q3: 10,337 shares; 2025Q4: 7,814 shares; 2026Q1: 7,490 shares 7,490 $606K <0.01% -324 Timeline SEPT 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: 13,450 shares; 2025Q1: not reported; 2025Q2: 12,450 shares; 2025Q3: 8,035 shares; 2025Q4: 5,635 shares; 2026Q1: 17,605 shares 17,605 $605K <0.01% +11,970 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,080 shares; 2024Q4: 27,618 shares; 2025Q1: 25,307 shares; 2025Q2: 21,507 shares; 2025Q3: 20,438 shares; 2025Q4: 15,967 shares; 2026Q1: 15,678 shares 15,678 $604K <0.01% -289 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,932 shares; 2026Q1: 20,392 shares 20,392 $604K <0.01% -1,540 Timeline PTIN 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: 14,440 shares; 2024Q4: 14,925 shares; 2025Q1: 15,886 shares; 2025Q2: 28,818 shares; 2025Q3: 28,398 shares; 2025Q4: 27,774 shares; 2026Q1: 18,536 shares 18,536 $603K <0.01% -9,238 Timeline NFTY 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: 169,667 shares; 2024Q4: 173,232 shares; 2025Q1: 186,143 shares; 2025Q2: 179,327 shares; 2025Q3: 180,890 shares; 2025Q4: 16,049 shares; 2026Q1: 11,704 shares 11,704 $603K <0.01% -4,345 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18,761 shares; 2025Q1: 18,489 shares; 2025Q2: 18,387 shares; 2025Q3: 17,512 shares; 2025Q4: 18,960 shares; 2026Q1: 19,030 shares 19,030 $601K <0.01% +70 Timeline TAN 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: 23,999 shares; 2024Q4: 13,580 shares; 2025Q1: 12,016 shares; 2025Q2: 12,908 shares; 2025Q3: 11,807 shares; 2025Q4: 9,893 shares; 2026Q1: 10,745 shares 10,745 $599K <0.01% +852 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,941 shares; 2025Q1: 4,652 shares; 2025Q2: 3,729 shares; 2025Q3: 8,178 shares; 2025Q4: 6,571 shares; 2026Q1: 5,097 shares 5,097 $598K <0.01% -1,474 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,879 shares; 2024Q4: 10,126 shares; 2025Q1: 9,975 shares; 2025Q2: 9,975 shares; 2025Q3: 28,892 shares; 2025Q4: 36,425 shares; 2026Q1: 26,278 shares 26,278 $597K <0.01% -10,147 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,677 shares; 2025Q3: 12,842 shares; 2025Q4: 18,035 shares; 2026Q1: 40,439 shares 40,439 $595K <0.01% +22,404 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: 12,278 shares; 2025Q1: 12,426 shares; 2025Q2: 12,560 shares; 2025Q3: 12,702 shares; 2025Q4: 13,584 shares; 2026Q1: 13,359 shares 13,359 $593K <0.01% -225 Timeline AJAN 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: 40,312 shares; 2024Q4: 36,062 shares; 2025Q1: 35,872 shares; 2025Q2: 35,352 shares; 2025Q3: 32,162 shares; 2025Q4: 21,762 shares; 2026Q1: 21,446 shares 21,446 $593K <0.01% -316 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,092 shares; 2025Q2: 12,939 shares; 2025Q3: 25,967 shares; 2025Q4: 43,272 shares; 2026Q1: 44,187 shares 44,187 $593K <0.01% +915 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 63,658 shares; 2025Q4: 20,951 shares; 2026Q1: 17,905 shares 17,905 $592K <0.01% -3,046 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU Quarterly shares; oldest to 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: 15,900 shares; 2026Q1: 54,600 shares 54,600 $591K <0.01% +38,700 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,996 shares; 2024Q4: 43,290 shares; 2025Q1: 54,741 shares; 2025Q2: 56,280 shares; 2025Q3: 52,345 shares; 2025Q4: 75,507 shares; 2026Q1: 41,131 shares 41,131 $591K <0.01% -34,376 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 7,246 shares; 2025Q3: 7,052 shares; 2025Q4: 8,369 shares; 2026Q1: 10,335 shares 10,335 $590K <0.01% +1,966 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 3,251 shares; 2025Q3: 3,225 shares; 2025Q4: 3,964 shares; 2026Q1: 7,547 shares 7,547 $590K <0.01% +3,583 Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 19,492 shares; 2025Q1: 20,972 shares; 2025Q2: 20,951 shares; 2025Q3: 19,881 shares; 2025Q4: 21,799 shares; 2026Q1: 21,679 shares 21,679 $588K <0.01% -120 Timeline IFV 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: 28,112 shares; 2024Q4: 32,305 shares; 2025Q1: 25,711 shares; 2025Q2: 25,764 shares; 2025Q3: 19,215 shares; 2025Q4: 18,848 shares; 2026Q1: 23,235 shares 23,235 $587K <0.01% +4,387 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,540 shares; 2024Q4: 27,091 shares; 2025Q1: 24,054 shares; 2025Q2: 19,882 shares; 2025Q3: 19,066 shares; 2025Q4: 16,049 shares; 2026Q1: 13,419 shares 13,419 $586K <0.01% -2,630 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,078 shares; 2025Q1: 11,150 shares; 2025Q2: 15,821 shares; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 16,776 shares 16,776 $585K <0.01% +9,697 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 41,461 shares; 2025Q4: 50,427 shares; 2026Q1: 51,429 shares 51,429 $584K <0.01% +1,002 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 3,254 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $582K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,125 shares; 2024Q4: 41,461 shares; 2025Q1: 17,507 shares; 2025Q2: 32,492 shares; 2025Q3: 18,173 shares; 2025Q4: 18,483 shares; 2026Q1: 33,442 shares 33,442 $579K <0.01% +14,959 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,422 shares; 2024Q4: 135,760 shares; 2025Q1: 118,880 shares; 2025Q2: 64,059 shares; 2025Q3: 41,266 shares; 2025Q4: 39,062 shares; 2026Q1: 33,923 shares 33,923 $579K <0.01% -5,139 Timeline DECT 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: 11,661 shares; 2024Q4: 20,821 shares; 2025Q1: 7,811 shares; 2025Q2: 15,355 shares; 2025Q3: 6,986 shares; 2025Q4: 5,658 shares; 2026Q1: 16,271 shares 16,271 $578K <0.01% +10,613 Timeline SDSI 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: 7,514 shares; 2025Q1: 7,217 shares; 2025Q2: 12,399 shares; 2025Q3: 12,934 shares; 2025Q4: 13,908 shares; 2026Q1: 11,265 shares 11,265 $578K <0.01% -2,643 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,407 shares; 2024Q4: 44,483 shares; 2025Q1: 44,566 shares; 2025Q2: 45,659 shares; 2025Q3: 41,589 shares; 2025Q4: 38,654 shares; 2026Q1: 40,247 shares 40,247 $577K <0.01% +1,593 Timeline SMAX 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: 15,881 shares; 2026Q1: 21,493 shares 21,493 $576K <0.01% +5,612 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares; 2026Q1: 51,093 shares 51,093 $576K <0.01% +45,754 Timeline GSUS 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: 5,622 shares; 2024Q4: 6,081 shares; 2025Q1: 6,053 shares; 2025Q2: 5,120 shares; 2025Q3: 4,861 shares; 2025Q4: 5,873 shares; 2026Q1: 6,425 shares 6,425 $576K <0.01% +552 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 5,601 shares; 2025Q1: 5,125 shares; 2025Q2: 5,531 shares; 2025Q3: 5,919 shares; 2025Q4: 6,904 shares; 2026Q1: 3,373 shares 3,373 $575K <0.01% -3,531 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,185 shares; 2024Q4: 17,024 shares; 2025Q1: 17,789 shares; 2025Q2: 17,090 shares; 2025Q3: 15,330 shares; 2025Q4: 16,005 shares; 2026Q1: 14,654 shares 14,654 $575K <0.01% -1,351 Timeline WOMN 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: 7,437 shares; 2024Q4: 7,577 shares; 2025Q1: 7,577 shares; 2025Q2: 8,750 shares; 2025Q3: 8,766 shares; 2025Q4: 10,483 shares; 2026Q1: 14,505 shares 14,505 $574K <0.01% +4,022 Timeline AVRE 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: 6,137 shares; 2025Q3: not reported; 2025Q4: 6,209 shares; 2026Q1: 13,002 shares 13,002 $572K <0.01% +6,793 Timeline STXD 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: 8,952 shares; 2024Q4: 10,617 shares; 2025Q1: 10,827 shares; 2025Q2: 15,486 shares; 2025Q3: 16,006 shares; 2025Q4: 16,056 shares; 2026Q1: 16,084 shares 16,084 $571K <0.01% +28 Timeline DEW 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: 11,171 shares; 2024Q4: 9,399 shares; 2025Q1: 16,257 shares; 2025Q2: 9,258 shares; 2025Q3: 8,742 shares; 2025Q4: 8,744 shares; 2026Q1: 8,599 shares 8,599 $570K <0.01% -145 Timeline EBND 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: 15,128 shares; 2025Q1: not reported; 2025Q2: 16,459 shares; 2025Q3: 9,845 shares; 2025Q4: 11,075 shares; 2026Q1: 27,614 shares 27,614 $570K <0.01% +16,539 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 12,326 shares; 2025Q1: 8,562 shares; 2025Q2: 7,380 shares; 2025Q3: 6,923 shares; 2025Q4: 8,094 shares; 2026Q1: 7,969 shares 7,969 $568K <0.01% -125 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,264 shares; 2026Q1: 11,558 shares 11,558 $566K <0.01% +1,294 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,715 shares; 2024Q4: 55,915 shares; 2025Q1: 55,415 shares; 2025Q2: 88,865 shares; 2025Q3: 93,720 shares; 2025Q4: 67,570 shares; 2026Q1: 66,415 shares 66,415 $566K <0.01% -1,155 Timeline RSPF 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: 12,829 shares; 2024Q4: 8,936 shares; 2025Q1: 8,531 shares; 2025Q2: 9,206 shares; 2025Q3: 13,118 shares; 2025Q4: 14,817 shares; 2026Q1: 7,916 shares 7,916 $565K <0.01% -6,901 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 8,648 shares; 2025Q1: 7,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,546 shares; 2026Q1: 21,372 shares 21,372 $565K <0.01% +12,826 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,779 shares; 2025Q1: 4,134 shares; 2025Q2: 4,479 shares; 2025Q3: 5,191 shares; 2025Q4: 6,774 shares; 2026Q1: 7,431 shares 7,431 $562K <0.01% +657 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 7,033 shares; 2025Q4: 6,862 shares; 2026Q1: 6,833 shares 6,833 $562K <0.01% -29 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,122 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,424 shares; 2025Q4: 4,216 shares; 2026Q1: 6,839 shares 6,839 $561K <0.01% +2,623 Timeline DDFL 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: 25,642 shares; 2025Q4: 27,323 shares; 2026Q1: 27,323 shares 27,323 $561K <0.01% 0 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,879 shares; 2026Q1: 22,226 shares 22,226 $561K <0.01% +9,347 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 6,186 shares; 2025Q1: 9,689 shares; 2025Q2: 9,809 shares; 2025Q3: 10,539 shares; 2025Q4: 10,539 shares; 2026Q1: 10,539 shares 10,539 $561K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 11,403 shares; 2025Q1: 10,271 shares; 2025Q2: 6,805 shares; 2025Q3: 6,346 shares; 2025Q4: 6,533 shares; 2026Q1: 8,072 shares 8,072 $560K <0.01% +1,539 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares; 2026Q1: 13,452 shares 13,452 $560K <0.01% +12,774 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,849 shares 21,849 $560K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 10,789 shares; 2025Q1: 11,095 shares; 2025Q2: 9,828 shares; 2025Q3: 7,917 shares; 2025Q4: 6,593 shares; 2026Q1: 4,305 shares 4,305 $559K <0.01% -2,288 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 31,800 shares; 2025Q1: 19,173 shares; 2025Q2: 27,144 shares; 2025Q3: 16,788 shares; 2025Q4: 13,239 shares; 2026Q1: 16,024 shares 16,024 $558K <0.01% +2,785 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,389 shares; 2024Q4: 28,334 shares; 2025Q1: 30,386 shares; 2025Q2: 35,997 shares; 2025Q3: 36,427 shares; 2025Q4: 44,820 shares; 2026Q1: 43,158 shares 43,158 $558K <0.01% -1,662 Timeline PBAP 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: 30,295 shares; 2024Q4: 29,995 shares; 2025Q1: 16,620 shares; 2025Q2: 22,367 shares; 2025Q3: 22,367 shares; 2025Q4: 22,367 shares; 2026Q1: 18,967 shares 18,967 $558K <0.01% -3,400 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,387 shares; 2025Q1: 7,603 shares; 2025Q2: 20,556 shares; 2025Q3: 20,018 shares; 2025Q4: 10,191 shares; 2026Q1: 10,983 shares 10,983 $556K <0.01% +792 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,658 shares; 2025Q4: 6,372 shares; 2026Q1: 6,635 shares 6,635 $556K <0.01% +263 Timeline JULU 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: 21,507 shares; 2024Q4: 18,311 shares; 2025Q1: 19,124 shares; 2025Q2: 19,496 shares; 2025Q3: 19,286 shares; 2025Q4: 19,077 shares; 2026Q1: 19,399 shares 19,399 $554K <0.01% +322 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 10,771 shares; 2026Q1: 33,521 shares 33,521 $554K <0.01% +22,750 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,865 shares; 2025Q1: 6,742 shares; 2025Q2: 8,166 shares; 2025Q3: 8,533 shares; 2025Q4: 6,318 shares; 2026Q1: 5,923 shares 5,923 $553K <0.01% -395 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,187 shares; 2025Q1: 5,427 shares; 2025Q2: 5,431 shares; 2025Q3: 4,236 shares; 2025Q4: 5,251 shares; 2026Q1: 5,340 shares 5,340 $553K <0.01% +89 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 10,304 shares; 2025Q1: 9,185 shares; 2025Q2: 8,618 shares; 2025Q3: 7,307 shares; 2025Q4: 7,224 shares; 2026Q1: 7,330 shares 7,330 $553K <0.01% +106 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,994 shares; 2024Q4: 50,020 shares; 2025Q1: 54,314 shares; 2025Q2: 58,529 shares; 2025Q3: 64,295 shares; 2025Q4: 6,536 shares; 2026Q1: 8,720 shares 8,720 $551K <0.01% +2,184 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: 2,432 shares; 2025Q1: 2,386 shares; 2025Q2: 2,678 shares; 2025Q3: 18,473 shares; 2025Q4: 2,762 shares; 2026Q1: 4,018 shares 4,018 $551K <0.01% +1,256 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,486 shares; 2026Q1: 19,981 shares 19,981 $551K <0.01% +5,495 Timeline DOGG 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: 15,907 shares; 2025Q1: 19,916 shares; 2025Q2: 19,247 shares; 2025Q3: 16,286 shares; 2025Q4: 17,301 shares; 2026Q1: 25,313 shares 25,313 $550K <0.01% +8,012 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,117 shares; 2025Q1: 9,135 shares; 2025Q2: 9,151 shares; 2025Q3: 12,629 shares; 2025Q4: 12,693 shares; 2026Q1: 13,211 shares 13,211 $549K <0.01% +518 Timeline IHE 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: 5,332 shares; 2024Q4: 5,125 shares; 2025Q1: 5,264 shares; 2025Q2: 4,790 shares; 2025Q3: 4,720 shares; 2025Q4: 5,732 shares; 2026Q1: 6,303 shares 6,303 $546K <0.01% +571 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,926 shares; 2025Q2: 14,061 shares; 2025Q3: 14,075 shares; 2025Q4: 14,089 shares; 2026Q1: 14,104 shares 14,104 $546K <0.01% +15 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,347 shares; 2025Q1: 5,103 shares; 2025Q2: 5,042 shares; 2025Q3: 7,758 shares; 2025Q4: 4,392 shares; 2026Q1: 2,876 shares 2,876 $546K <0.01% -1,516 Timeline RSMR 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: 9,550 shares; 2025Q4: 9,550 shares; 2026Q1: 24,623 shares 24,623 $545K <0.01% +15,073 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 1,069 shares; 2025Q3: not reported; 2025Q4: 307 shares; 2026Q1: 1,256 shares 1,256 $545K <0.01% +949 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 4,267 shares 4,267 $543K <0.01% +3,398 Timeline GIGB 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: 6,211 shares; 2026Q1: 11,846 shares 11,846 $543K <0.01% +5,635 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 5,096 shares; 2025Q1: 4,856 shares; 2025Q2: 4,785 shares; 2025Q3: 5,855 shares; 2025Q4: 5,857 shares; 2026Q1: 5,986 shares 5,986 $542K <0.01% +129 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,685 shares; 2025Q1: 12,336 shares; 2025Q2: 13,068 shares; 2025Q3: 14,757 shares; 2025Q4: 14,451 shares; 2026Q1: 15,090 shares 15,090 $541K <0.01% +639 Timeline STXK 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: 3,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,711 shares; 2026Q1: 16,198 shares 16,198 $540K <0.01% +487 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,398 shares; 2026Q1: 14,908 shares 14,908 $539K <0.01% +6,510 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,232 shares; 2025Q1: 9,852 shares; 2025Q2: 9,649 shares; 2025Q3: 9,376 shares; 2025Q4: 8,148 shares; 2026Q1: 7,925 shares 7,925 $539K <0.01% -223 Timeline DFE 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: 752 shares; 2026Q1: 7,502 shares 7,502 $538K <0.01% +6,750 Timeline AIVL 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: 3,335 shares; 2024Q4: 4,361 shares; 2025Q1: 3,031 shares; 2025Q2: 4,220 shares; 2025Q3: 3,735 shares; 2025Q4: 3,745 shares; 2026Q1: 4,650 shares 4,650 $538K <0.01% +905 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 12,069 shares; 2025Q1: 6,996 shares; 2025Q2: 14,871 shares; 2025Q3: not reported; 2025Q4: 3,590 shares; 2026Q1: 11,904 shares 11,904 $538K <0.01% +8,314 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 16,884 shares; 2025Q1: 17,036 shares; 2025Q2: 17,374 shares; 2025Q3: 17,599 shares; 2025Q4: 17,536 shares; 2026Q1: 9,206 shares 9,206 $537K <0.01% -8,330 Timeline EVSM 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: 4,776 shares; 2025Q3: 8,813 shares; 2025Q4: 10,642 shares; 2026Q1: 10,688 shares 10,688 $536K <0.01% +46 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 2,080 shares; 2025Q4: 2,081 shares; 2026Q1: 1,581 shares 1,581 $536K <0.01% -500 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,772 shares; 2025Q1: 1,681 shares; 2025Q2: 2,096 shares; 2025Q3: 2,158 shares; 2025Q4: 2,506 shares; 2026Q1: 2,962 shares 2,962 $536K <0.01% +456 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,827 shares; 2025Q3: 4,504 shares; 2025Q4: 1,492 shares; 2026Q1: 6,921 shares 6,921 $536K <0.01% +5,429 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,285 shares; 2025Q1: 36,285 shares; 2025Q2: 36,549 shares; 2025Q3: 35,786 shares; 2025Q4: 41,013 shares; 2026Q1: 41,627 shares 41,627 $535K <0.01% +614 Timeline PBNV PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,498 shares; 2026Q1: 18,498 shares 18,498 $535K <0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 13,699 shares; 2025Q1: 11,578 shares; 2025Q2: 11,213 shares; 2025Q3: 9,696 shares; 2025Q4: 10,111 shares; 2026Q1: 11,722 shares 11,722 $535K <0.01% +1,611 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,307 shares; 2025Q1: 3,114 shares; 2025Q2: 2,975 shares; 2025Q3: 3,057 shares; 2025Q4: 3,337 shares; 2026Q1: 3,497 shares 3,497 $533K <0.01% +160 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,647 shares; 2025Q1: 5,181 shares; 2025Q2: 5,763 shares; 2025Q3: 5,223 shares; 2025Q4: 5,142 shares; 2026Q1: 5,054 shares 5,054 $533K <0.01% -88 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,108 shares; 2025Q1: 2,857 shares; 2025Q2: 2,846 shares; 2025Q3: 2,825 shares; 2025Q4: 2,130 shares; 2026Q1: 1,831 shares 1,831 $532K <0.01% -299 Timeline PY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,633 shares; 2026Q1: 10,307 shares 10,307 $531K <0.01% -326 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 1,800 shares; 2026Q1: 14,320 shares 14,320 $530K <0.01% +12,520 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,994 shares; 2025Q4: 10,177 shares; 2026Q1: 10,625 shares 10,625 $530K <0.01% +448 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 5,763 shares; 2025Q1: 16,284 shares; 2025Q2: 9,280 shares; 2025Q3: 9,592 shares; 2025Q4: 8,202 shares; 2026Q1: 5,600 shares 5,600 $530K <0.01% -2,602 Timeline XIJN 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: 11,439 shares; 2024Q4: 11,487 shares; 2025Q1: 12,332 shares; 2025Q2: 12,654 shares; 2025Q3: 15,930 shares; 2025Q4: 16,132 shares; 2026Q1: 17,189 shares 17,189 $528K <0.01% +1,057 Timeline GSWO 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: 6,945 shares; 2025Q4: 6,535 shares; 2026Q1: 9,378 shares 9,378 $528K <0.01% +2,843 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 669 shares; 2025Q1: 664 shares; 2025Q2: 766 shares; 2025Q3: 454 shares; 2025Q4: 503 shares; 2026Q1: 494 shares 494 $527K <0.01% -9 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,957 shares; 2026Q1: 21,189 shares 21,189 $527K <0.01% +8,232 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 40,573 shares; 2025Q4: 46,518 shares; 2026Q1: 53,755 shares 53,755 $526K <0.01% +7,237 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 5,099 shares; 2025Q1: 4,551 shares; 2025Q2: 5,981 shares; 2025Q3: 6,605 shares; 2025Q4: 5,669 shares; 2026Q1: 5,272 shares 5,272 $524K <0.01% -397 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,411 shares; 2025Q1: 227,807 shares; 2025Q2: 175,654 shares; 2025Q3: 109,675 shares; 2025Q4: 136,900 shares; 2026Q1: 100,729 shares 100,729 $523K <0.01% -36,171 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,042 shares; 2024Q4: 43,443 shares; 2025Q1: 38,315 shares; 2025Q2: 37,553 shares; 2025Q3: 20,980 shares; 2025Q4: 21,757 shares; 2026Q1: 21,501 shares 21,501 $522K <0.01% -256 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,726 shares; 2025Q4: 4,686 shares; 2026Q1: 5,123 shares 5,123 $521K <0.01% +437 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,306 shares 20,306 $521K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 6,330 shares; 2025Q1: 3,000 shares; 2025Q2: 5,280 shares; 2025Q3: 3,392 shares; 2025Q4: 3,708 shares; 2026Q1: 4,209 shares 4,209 $519K <0.01% +501 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,143 shares; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 4,300 shares; 2025Q3: 20,824 shares; 2025Q4: 3,556 shares; 2026Q1: 4,884 shares 4,884 $518K <0.01% +1,328 Timeline COMT 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: 62,857 shares; 2024Q4: 58,284 shares; 2025Q1: 46,968 shares; 2025Q2: 28,955 shares; 2025Q3: 16,193 shares; 2025Q4: 15,810 shares; 2026Q1: 15,327 shares 15,327 $518K <0.01% -483 Timeline EMHC 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: not reported; 2025Q4: 9,034 shares; 2026Q1: 20,870 shares 20,870 $518K <0.01% +11,836 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,963 shares; 2026Q1: 45,076 shares 45,076 $517K <0.01% +9,113 Timeline RSPS 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: 16,692 shares; 2024Q4: 15,758 shares; 2025Q1: 13,007 shares; 2025Q2: 12,307 shares; 2025Q3: 14,410 shares; 2025Q4: 15,725 shares; 2026Q1: 17,482 shares 17,482 $516K <0.01% +1,757 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 4,883 shares; 2025Q1: 5,857 shares; 2025Q2: 6,044 shares; 2025Q3: 5,568 shares; 2025Q4: 6,067 shares; 2026Q1: 5,918 shares 5,918 $516K <0.01% -149 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,492 shares; 2025Q1: 3,773 shares; 2025Q2: 3,608 shares; 2025Q3: 3,508 shares; 2025Q4: 3,802 shares; 2026Q1: 3,596 shares 3,596 $515K <0.01% -206 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,362 shares; 2024Q4: 15,035 shares; 2025Q1: 15,564 shares; 2025Q2: 14,534 shares; 2025Q3: 10,263 shares; 2025Q4: 8,348 shares; 2026Q1: 9,487 shares 9,487 $515K <0.01% +1,139 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,544 shares; 2025Q1: 2,587 shares; 2025Q2: 2,934 shares; 2025Q3: 3,423 shares; 2025Q4: 3,431 shares; 2026Q1: 3,133 shares 3,133 $514K <0.01% -298 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 12,920 shares; 2025Q1: 13,099 shares; 2025Q2: 20,374 shares; 2025Q3: 17,359 shares; 2025Q4: 16,463 shares; 2026Q1: 13,871 shares 13,871 $513K <0.01% -2,592 Timeline AVGE 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: 3,757 shares; 2025Q1: not reported; 2025Q2: 6,233 shares; 2025Q3: 4,690 shares; 2025Q4: 4,768 shares; 2026Q1: 5,825 shares 5,825 $513K <0.01% +1,057 Timeline FEBM 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: 53,793 shares; 2025Q2: 53,793 shares; 2025Q3: 53,121 shares; 2025Q4: 25,075 shares; 2026Q1: 16,903 shares 16,903 $513K <0.01% -8,172 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,865 shares; 2025Q4: 6,685 shares; 2026Q1: 6,719 shares 6,719 $512K <0.01% +34 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 2,858 shares; 2025Q1: 3,055 shares; 2025Q2: 3,276 shares; 2025Q3: 4,037 shares; 2025Q4: 6,045 shares; 2026Q1: 5,397 shares 5,397 $512K <0.01% -648 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,393 shares; 2024Q4: 33,348 shares; 2025Q1: 34,479 shares; 2025Q2: 31,190 shares; 2025Q3: 29,706 shares; 2025Q4: 29,735 shares; 2026Q1: 30,462 shares 30,462 $512K <0.01% +727 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,895 shares; 2025Q2: 3,933 shares; 2025Q3: 3,895 shares; 2025Q4: 4,064 shares; 2026Q1: 4,016 shares 4,016 $512K <0.01% -48 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,939 shares; 2025Q1: 2,494 shares; 2025Q2: 2,131 shares; 2025Q3: 1,717 shares; 2025Q4: 1,671 shares; 2026Q1: 2,277 shares 2,277 $511K <0.01% +606 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,247 shares; 2026Q1: 18,938 shares 18,938 $510K <0.01% +6,691 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,649 shares 29,649 $509K <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 15,608 shares; 2025Q1: 15,429 shares; 2025Q2: 19,460 shares; 2025Q3: 10,512 shares; 2025Q4: 18,829 shares; 2026Q1: 21,561 shares 21,561 $509K <0.01% +2,732 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 12,808 shares; 2025Q1: 13,181 shares; 2025Q2: 14,656 shares; 2025Q3: 12,878 shares; 2025Q4: 11,887 shares; 2026Q1: 13,380 shares 13,380 $509K <0.01% +1,493 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,466 shares; 2025Q3: 4,359 shares; 2025Q4: 4,244 shares; 2026Q1: 4,206 shares 4,206 $507K <0.01% -38 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,149 shares; 2026Q1: 4,873 shares 4,873 $506K <0.01% +2,724 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,290 shares; 2025Q4: 6,082 shares; 2026Q1: 13,065 shares 13,065 $505K <0.01% +6,983 Timeline IBTJ 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: 12,662 shares; 2024Q4: 13,407 shares; 2025Q1: not reported; 2025Q2: 11,569 shares; 2025Q3: 16,708 shares; 2025Q4: 20,718 shares; 2026Q1: 23,098 shares 23,098 $505K <0.01% +2,380 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,498 shares; 2026Q1: 9,439 shares 9,439 $504K <0.01% +5,941 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,954 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares; 2025Q3: 2,855 shares; 2025Q4: 1,648 shares; 2026Q1: 2,080 shares 2,080 $503K <0.01% +432 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,830 shares; 2024Q4: 5,233 shares; 2025Q1: 4,809 shares; 2025Q2: 4,897 shares; 2025Q3: 4,805 shares; 2025Q4: 4,592 shares; 2026Q1: 6,689 shares 6,689 $503K <0.01% +2,097 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 7,042 shares; 2025Q3: 7,049 shares; 2025Q4: 8,053 shares; 2026Q1: 7,058 shares 7,058 $502K <0.01% -995 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 8,518 shares; 2025Q1: 6,891 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,351 shares; 2026Q1: 29,867 shares 29,867 $502K <0.01% +16,516 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,438 shares; 2026Q1: 6,929 shares 6,929 $502K <0.01% +491 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 9,462 shares; 2025Q1: 12,640 shares; 2025Q2: 11,190 shares; 2025Q3: 9,852 shares; 2025Q4: 4,929 shares; 2026Q1: 4,853 shares 4,853 $502K <0.01% -76 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 247 shares; 2025Q1: 308 shares; 2025Q2: 249 shares; 2025Q3: 259 shares; 2025Q4: 324 shares; 2026Q1: 397 shares 397 $501K <0.01% +73 Timeline GTEK 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: 10,611 shares; 2025Q4: 12,326 shares; 2026Q1: 12,226 shares 12,226 $500K <0.01% -100 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,880 shares; 2024Q4: 69,132 shares; 2025Q1: 59,526 shares; 2025Q2: 73,670 shares; 2025Q3: 62,322 shares; 2025Q4: 52,056 shares; 2026Q1: 60,737 shares 60,737 $500K <0.01% +8,681 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,827 shares; 2024Q4: 7,954 shares; 2025Q1: 6,927 shares; 2025Q2: 6,646 shares; 2025Q3: 6,763 shares; 2025Q4: 8,794 shares; 2026Q1: 9,782 shares 9,782 $500K <0.01% +988 Timeline TOLZ 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: 5,271 shares; 2024Q4: 4,983 shares; 2025Q1: 4,775 shares; 2025Q2: 4,776 shares; 2025Q3: not reported; 2025Q4: 1,688 shares; 2026Q1: 8,321 shares 8,321 $499K <0.01% +6,633 Timeline TBJL 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: 29,193 shares; 2024Q4: 27,893 shares; 2025Q1: 28,013 shares; 2025Q2: 27,038 shares; 2025Q3: 24,918 shares; 2025Q4: 24,918 shares; 2026Q1: 25,038 shares 25,038 $498K <0.01% +120 Timeline XHE 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: 6,371 shares; 2025Q4: 6,468 shares; 2026Q1: 6,368 shares 6,368 $498K <0.01% -100 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,628 shares; 2025Q1: 3,809 shares; 2025Q2: 3,918 shares; 2025Q3: 4,066 shares; 2025Q4: 4,292 shares; 2026Q1: 4,217 shares 4,217 $498K <0.01% -75 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 7,089 shares; 2025Q1: 6,860 shares; 2025Q2: 5,970 shares; 2025Q3: 5,918 shares; 2025Q4: 5,869 shares; 2026Q1: 6,280 shares 6,280 $497K <0.01% +411 Timeline STXE 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: 9,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,120 shares; 2025Q3: 11,851 shares; 2025Q4: 11,922 shares; 2026Q1: 12,722 shares 12,722 $497K <0.01% +800 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,134 shares; 2025Q1: 2,280 shares; 2025Q2: 1,819 shares; 2025Q3: 1,759 shares; 2025Q4: 1,617 shares; 2026Q1: 922 shares 922 $497K <0.01% -695 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 7,823 shares; 2025Q1: 7,511 shares; 2025Q2: 7,618 shares; 2025Q3: 7,789 shares; 2025Q4: 9,985 shares; 2026Q1: 7,277 shares 7,277 $497K <0.01% -2,708 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $496K <0.01% 0 Timeline APIE 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: 6,135 shares; 2025Q3: 6,040 shares; 2025Q4: 8,765 shares; 2026Q1: 14,034 shares 14,034 $495K <0.01% +5,269 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,444 shares; 2024Q4: 32,099 shares; 2025Q1: 14,355 shares; 2025Q2: 41,206 shares; 2025Q3: 15,873 shares; 2025Q4: 9,677 shares; 2026Q1: 25,037 shares 25,037 $494K <0.01% +15,360 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 8,589 shares; 2025Q1: 9,963 shares; 2025Q2: 10,857 shares; 2025Q3: 24,407 shares; 2025Q4: 24,507 shares; 2026Q1: 20,507 shares 20,507 $494K <0.01% -4,000 HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,911 shares; 2025Q2: 5,058 shares; 2025Q3: 5,891 shares; 2025Q4: 6,633 shares; 2026Q1: 5,986 shares 5,986 $494K <0.01% -647 Timeline NFRA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,526 shares; 2026Q1: 7,715 shares 7,715 $493K <0.01% +6,189 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 11,060 shares 11,060 $493K <0.01% +10,308 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 19,579 shares 19,579 $492K <0.01% +16,079 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,971 shares; 2025Q1: 2,001 shares; 2025Q2: 3,038 shares; 2025Q3: 2,710 shares; 2025Q4: 3,720 shares; 2026Q1: 2,440 shares 2,440 $492K <0.01% -1,280 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 13,000 shares 13,000 $491K <0.01% +3,000 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,426 shares; 2024Q4: 18,209 shares; 2025Q1: 20,335 shares; 2025Q2: 19,978 shares; 2025Q3: 20,387 shares; 2025Q4: 19,029 shares; 2026Q1: 9,186 shares 9,186 $491K <0.01% -9,843 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,722 shares; 2025Q1: 11,189 shares; 2025Q2: 10,680 shares; 2025Q3: 10,550 shares; 2025Q4: 9,734 shares; 2026Q1: 11,938 shares 11,938 $490K <0.01% +2,204 Timeline IMAY 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: 15,921 shares; 2025Q3: 16,666 shares; 2025Q4: 16,271 shares; 2026Q1: 16,271 shares 16,271 $490K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,627 shares; 2024Q4: 12,028 shares; 2025Q1: 11,570 shares; 2025Q2: 12,023 shares; 2025Q3: 27,648 shares; 2025Q4: 15,941 shares; 2026Q1: 26,826 shares 26,826 $490K <0.01% +10,885 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 6,689 shares; 2026Q1: 6,430 shares 6,430 $487K <0.01% -259 Timeline BYLD 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: 5,708 shares; 2026Q1: 21,592 shares 21,592 $486K <0.01% +15,884 Timeline DFSB 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: 6,487 shares; 2024Q4: 9,495 shares; 2025Q1: 6,498 shares; 2025Q2: 9,442 shares; 2025Q3: 6,693 shares; 2025Q4: 8,862 shares; 2026Q1: 9,400 shares 9,400 $486K <0.01% +538 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 4,538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares; 2026Q1: 8,416 shares 8,416 $485K <0.01% +6,477 Timeline BILZ 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: 5,500 shares; 2026Q1: 4,797 shares 4,797 $484K <0.01% -703 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,297 shares; 2025Q1: 3,914 shares; 2025Q2: 4,017 shares; 2025Q3: 4,221 shares; 2025Q4: 5,096 shares; 2026Q1: 5,176 shares 5,176 $484K <0.01% +80 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,609 shares; 2025Q2: 1,196 shares; 2025Q3: 1,331 shares; 2025Q4: 2,585 shares; 2026Q1: 2,396 shares 2,396 $483K <0.01% -189 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 9,187 shares; 2025Q1: 8,234 shares; 2025Q2: 20,948 shares; 2025Q3: 15,343 shares; 2025Q4: 27,805 shares; 2026Q1: 18,763 shares 18,763 $481K <0.01% -9,042 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,982 shares; 2026Q1: 10,758 shares 10,758 $480K <0.01% +1,776 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,164 shares; 2024Q4: 16,043 shares; 2025Q1: 15,210 shares; 2025Q2: 13,786 shares; 2025Q3: 13,236 shares; 2025Q4: 13,241 shares; 2026Q1: 15,880 shares 15,880 $479K <0.01% +2,639 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,976 shares; 2025Q1: not reported; 2025Q2: 4,046 shares; 2025Q3: 7,539 shares; 2025Q4: 8,000 shares; 2026Q1: 8,791 shares 8,791 $476K <0.01% +791 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,630 shares; 2025Q1: 6,694 shares; 2025Q2: 6,539 shares; 2025Q3: 6,584 shares; 2025Q4: 6,553 shares; 2026Q1: 6,543 shares 6,543 $476K <0.01% -10 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,841 shares 12,841 $475K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares; 2026Q1: 1,936 shares 1,936 $474K <0.01% -235 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 2,782 shares; 2026Q1: 3,317 shares 3,317 $474K <0.01% +535 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,705 shares; 2024Q4: 32,695 shares; 2025Q1: 35,344 shares; 2025Q2: 30,526 shares; 2025Q3: 31,248 shares; 2025Q4: 32,790 shares; 2026Q1: 26,897 shares 26,897 $474K <0.01% -5,893 Timeline HERD 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: 8,975 shares; 2024Q4: 9,916 shares; 2025Q1: 8,644 shares; 2025Q2: 10,109 shares; 2025Q3: 9,954 shares; 2025Q4: 10,283 shares; 2026Q1: 10,360 shares 10,360 $474K <0.01% +77 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,936 shares; 2026Q1: 4,849 shares 4,849 $474K <0.01% +1,913 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,219 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 4,026 shares; 2025Q4: 5,328 shares; 2026Q1: 5,328 shares 5,328 $473K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,257 shares; 2025Q1: 1,707 shares; 2025Q2: 2,133 shares; 2025Q3: 2,180 shares; 2025Q4: 2,217 shares; 2026Q1: 2,140 shares 2,140 $473K <0.01% -77 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,575 shares; 2025Q4: 8,714 shares; 2026Q1: 8,357 shares 8,357 $473K <0.01% -357 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: not reported; 2025Q1: 4,864 shares; 2025Q2: 4,314 shares; 2025Q3: 3,536 shares; 2025Q4: 6,263 shares; 2026Q1: 7,550 shares 7,550 $473K <0.01% +1,287 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 13,418 shares; 2025Q1: 12,792 shares; 2025Q2: 14,996 shares; 2025Q3: 8,126 shares; 2025Q4: 6,959 shares; 2026Q1: 23,028 shares 23,028 $473K <0.01% +16,069 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,078 shares; 2025Q1: 79,882 shares; 2025Q2: 82,099 shares; 2025Q3: 81,129 shares; 2025Q4: 85,862 shares; 2026Q1: 83,973 shares 83,973 $470K <0.01% -1,889 Timeline BGRN 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: 6,452 shares; 2024Q4: 7,942 shares; 2025Q1: 6,137 shares; 2025Q2: 8,025 shares; 2025Q3: 6,489 shares; 2025Q4: 6,559 shares; 2026Q1: 9,900 shares 9,900 $470K <0.01% +3,341 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,779 shares; 2025Q3: 15,652 shares; 2025Q4: 15,875 shares; 2026Q1: 44,477 shares 44,477 $469K <0.01% +28,602 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 6,486 shares; 2025Q1: 6,329 shares; 2025Q2: 6,377 shares; 2025Q3: 6,441 shares; 2025Q4: 6,310 shares; 2026Q1: 6,366 shares 6,366 $469K <0.01% +56 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 10,927 shares; 2025Q1: 9,269 shares; 2025Q2: 10,362 shares; 2025Q3: 7,748 shares; 2025Q4: 7,497 shares; 2026Q1: 9,613 shares 9,613 $469K <0.01% +2,116 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,389 shares; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 4,238 shares; 2026Q1: 6,221 shares 6,221 $469K <0.01% +1,983 Timeline JANM 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: 12,693 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 14,807 shares; 2026Q1: 14,284 shares 14,284 $469K <0.01% -523 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,806 shares; 2025Q1: 11,434 shares; 2025Q2: 13,760 shares; 2025Q3: 13,420 shares; 2025Q4: 13,406 shares; 2026Q1: 12,961 shares 12,961 $468K <0.01% -445 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 4,400 shares; 2025Q1: 4,391 shares; 2025Q2: 4,478 shares; 2025Q3: 4,372 shares; 2025Q4: 4,657 shares; 2026Q1: 4,324 shares 4,324 $468K <0.01% -333 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,917 shares; 2025Q2: 15,037 shares; 2025Q3: 15,020 shares; 2025Q4: 16,007 shares; 2026Q1: 16,623 shares 16,623 $467K <0.01% +616 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,873 shares; 2025Q1: 5,223 shares; 2025Q2: 4,330 shares; 2025Q3: 5,374 shares; 2025Q4: 4,851 shares; 2026Q1: 4,284 shares 4,284 $467K <0.01% -567 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 3,306 shares; 2025Q1: 3,194 shares; 2025Q2: 3,348 shares; 2025Q3: 3,669 shares; 2025Q4: 3,632 shares; 2026Q1: 2,941 shares 2,941 $466K <0.01% -691 Timeline ADVE MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,507 shares; 2026Q1: 11,127 shares 11,127 $464K <0.01% +5,620 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 46,021 shares; 2025Q1: 45,390 shares; 2025Q2: 42,913 shares; 2025Q3: 23,037 shares; 2025Q4: 22,631 shares; 2026Q1: 42,934 shares 42,934 $461K <0.01% +20,303 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 6,838 shares; 2025Q1: 6,831 shares; 2025Q2: 7,273 shares; 2025Q3: 5,719 shares; 2025Q4: 5,989 shares; 2026Q1: 7,505 shares 7,505 $461K <0.01% +1,516 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to 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: 1,124 shares; 2026Q1: 8,744 shares 8,744 $461K <0.01% +7,620 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 21,366 shares; 2025Q1: 32,701 shares; 2025Q2: 40,902 shares; 2025Q3: 44,977 shares; 2025Q4: 46,099 shares; 2026Q1: 66,903 shares 66,903 $460K <0.01% +20,804 Timeline FDG 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: 11,145 shares; 2025Q1: not reported; 2025Q2: 11,180 shares; 2025Q3: 1,827 shares; 2025Q4: 1,852 shares; 2026Q1: 4,030 shares 4,030 $460K <0.01% +2,178 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,762 shares; 2026Q1: 23,576 shares 23,576 $458K <0.01% +5,814 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,777 shares; 2026Q1: 4,127 shares 4,127 $457K <0.01% +2,350 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,800 shares; 2025Q4: 45,100 shares; 2026Q1: 35,100 shares 35,100 $457K <0.01% -10,000 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 7,947 shares; 2025Q1: 6,693 shares; 2025Q2: 8,529 shares; 2025Q3: 8,933 shares; 2025Q4: 9,323 shares; 2026Q1: 9,723 shares 9,723 $456K <0.01% +400 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,001 shares; 2024Q4: 48,283 shares; 2025Q1: 26,268 shares; 2025Q2: 35,390 shares; 2025Q3: 34,586 shares; 2025Q4: 35,139 shares; 2026Q1: 98,931 shares 98,931 $455K <0.01% +63,792 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,192 shares; 2025Q3: 1,965 shares; 2025Q4: 1,303 shares; 2026Q1: 835 shares 835 $455K <0.01% -468 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,257 shares; 2024Q4: 54,053 shares; 2025Q1: 58,091 shares; 2025Q2: 60,921 shares; 2025Q3: 60,525 shares; 2025Q4: 60,802 shares; 2026Q1: 62,658 shares 62,658 $455K <0.01% +1,856 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,771 shares; 2025Q2: 5,728 shares; 2025Q3: 5,154 shares; 2025Q4: 4,813 shares; 2026Q1: 5,757 shares 5,757 $455K <0.01% +944 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,154 shares 29,154 $455K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 8,164 shares; 2025Q1: 9,357 shares; 2025Q2: 7,964 shares; 2025Q3: 8,163 shares; 2025Q4: 8,857 shares; 2026Q1: 5,485 shares 5,485 $454K <0.01% -3,372 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 16,005 shares; 2025Q1: 54,855 shares; 2025Q2: 15,080 shares; 2025Q3: 14,830 shares; 2025Q4: 9,930 shares; 2026Q1: 47,900 shares 47,900 $453K <0.01% +37,970 Timeline DFSU 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: 10,958 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 10,973 shares; 2025Q3: 10,973 shares; 2025Q4: 10,973 shares; 2026Q1: 10,973 shares 10,973 $451K <0.01% 0 Timeline IPAC 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: 3,654 shares; 2025Q4: 3,788 shares; 2026Q1: 5,891 shares 5,891 $451K <0.01% +2,103 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,647 shares; 2025Q1: 13,677 shares; 2025Q2: 33,672 shares; 2025Q3: 49,527 shares; 2025Q4: 29,480 shares; 2026Q1: 21,704 shares 21,704 $451K <0.01% -7,776 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,262 shares; 2024Q4: 6,167 shares; 2025Q1: 5,907 shares; 2025Q2: 7,218 shares; 2025Q3: 5,812 shares; 2025Q4: 5,928 shares; 2026Q1: 5,599 shares 5,599 $450K <0.01% -329 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 10,383 shares; 2025Q1: 7,891 shares; 2025Q2: 7,858 shares; 2025Q3: 8,632 shares; 2025Q4: 8,658 shares; 2026Q1: 8,113 shares 8,113 $448K <0.01% -545 Timeline OCTU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,503 shares; 2026Q1: 16,183 shares 16,183 $447K <0.01% +2,680 Timeline STPZ 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: 5,607 shares; 2024Q4: 5,534 shares; 2025Q1: 5,365 shares; 2025Q2: 10,848 shares; 2025Q3: 5,507 shares; 2025Q4: 6,557 shares; 2026Q1: 8,247 shares 8,247 $446K <0.01% +1,690 Timeline MART 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: 8,781 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,158 shares; 2025Q3: not reported; 2025Q4: 3,816 shares; 2026Q1: 11,621 shares 11,621 $446K <0.01% +7,805 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,105 shares; 2024Q4: 18,054 shares; 2025Q1: 13,732 shares; 2025Q2: 13,081 shares; 2025Q3: 11,005 shares; 2025Q4: 11,409 shares; 2026Q1: 12,982 shares 12,982 $445K <0.01% +1,573 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,506 shares; 2025Q3: 6,954 shares; 2025Q4: 7,278 shares; 2026Q1: 9,831 shares 9,831 $445K <0.01% +2,553 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,905 shares; 2026Q1: 38,239 shares 38,239 $444K <0.01% +33,334 Timeline IQQQ 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: not reported; 2025Q3: not reported; 2025Q4: 5,241 shares; 2026Q1: 10,633 shares 10,633 $443K <0.01% +5,392 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,076 shares; 2024Q4: 17,874 shares; 2025Q1: 21,122 shares; 2025Q2: 20,471 shares; 2025Q3: 20,019 shares; 2025Q4: 20,041 shares; 2026Q1: 44,756 shares 44,756 $442K <0.01% +24,715 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 2,155 shares; 2025Q4: 2,438 shares; 2026Q1: 4,397 shares 4,397 $441K <0.01% +1,959 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 7,341 shares; 2025Q1: 6,153 shares; 2025Q2: 5,979 shares; 2025Q3: 6,720 shares; 2025Q4: 6,825 shares; 2026Q1: 6,342 shares 6,342 $440K <0.01% -483 Timeline STXT 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: 15,787 shares; 2025Q2: 20,741 shares; 2025Q3: 18,401 shares; 2025Q4: 18,539 shares; 2026Q1: 22,096 shares 22,096 $440K <0.01% +3,557 Timeline DDFJ 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: 23,450 shares 23,450 $440K <0.01% new Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,265 shares; 2026Q1: 8,422 shares 8,422 $438K <0.01% +3,157 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,055 shares; 2025Q1: 50,055 shares; 2025Q2: 50,055 shares; 2025Q3: 50,020 shares; 2025Q4: 57,020 shares; 2026Q1: 57,020 shares 57,020 $437K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 6,847 shares; 2025Q1: 6,747 shares; 2025Q2: 6,488 shares; 2025Q3: 3,297 shares; 2025Q4: 3,051 shares; 2026Q1: 2,676 shares 2,676 $437K <0.01% -375 Timeline RBUF 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: 9,316 shares; 2026Q1: 14,897 shares 14,897 $436K <0.01% +5,581 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: not reported; 2025Q3: 2,251 shares; 2025Q4: 2,739 shares; 2026Q1: 4,806 shares 4,806 $436K <0.01% +2,067 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,658 shares; 2024Q4: 16,310 shares; 2025Q1: 8,413 shares; 2025Q2: 9,013 shares; 2025Q3: 9,997 shares; 2025Q4: 10,444 shares; 2026Q1: 9,200 shares 9,200 $436K <0.01% -1,244 Timeline BITO 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: 19,856 shares; 2024Q4: 21,155 shares; 2025Q1: 22,013 shares; 2025Q2: 25,612 shares; 2025Q3: 31,381 shares; 2025Q4: 36,449 shares; 2026Q1: 46,848 shares 46,848 $436K <0.01% +10,399 Timeline SPXE 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: 4,655 shares; 2024Q4: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: 6,240 shares; 2025Q3: 6,258 shares; 2025Q4: 6,266 shares; 2026Q1: 6,274 shares 6,274 $436K <0.01% +8 Timeline JULT 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: 7,131 shares; 2025Q1: not reported; 2025Q2: 6,831 shares; 2025Q3: 6,135 shares; 2025Q4: 5,523 shares; 2026Q1: 9,919 shares 9,919 $436K <0.01% +4,396 Timeline QVML 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: 22,081 shares; 2025Q1: 17,181 shares; 2025Q2: 11,781 shares; 2025Q3: 11,934 shares; 2025Q4: 11,937 shares; 2026Q1: 11,393 shares 11,393 $436K <0.01% -544 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 18,027 shares; 2025Q1: 16,391 shares; 2025Q2: 20,778 shares; 2025Q3: 22,309 shares; 2025Q4: 18,676 shares; 2026Q1: 30,919 shares 30,919 $436K <0.01% +12,243 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,838 shares; 2025Q3: 69,525 shares; 2025Q4: 64,840 shares; 2026Q1: 19,570 shares 19,570 $436K <0.01% -45,270 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 6,760 shares; 2025Q1: 6,659 shares; 2025Q2: 6,758 shares; 2025Q3: 6,755 shares; 2025Q4: 7,083 shares; 2026Q1: 7,369 shares 7,369 $436K <0.01% +286 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,628 shares; 2026Q1: 41,022 shares 41,022 $435K <0.01% +36,394 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,754 shares; 2024Q4: 29,453 shares; 2025Q1: 27,311 shares; 2025Q2: 30,042 shares; 2025Q3: 23,308 shares; 2025Q4: 21,172 shares; 2026Q1: 19,822 shares 19,822 $435K <0.01% -1,350 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,295 shares; 2025Q4: 32,910 shares; 2026Q1: 33,876 shares 33,876 $435K <0.01% +966 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 16,400 shares; 2025Q1: 6,164 shares; 2025Q2: 14,496 shares; 2025Q3: 7,293 shares; 2025Q4: 3,776 shares; 2026Q1: 9,956 shares 9,956 $435K <0.01% +6,180 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,200 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 29,000 shares; 2025Q3: 28,000 shares; 2025Q4: 30,492 shares; 2026Q1: 27,492 shares 27,492 $433K <0.01% -3,000 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 47,509 shares; 2025Q1: 40,972 shares; 2025Q2: 40,170 shares; 2025Q3: 40,446 shares; 2025Q4: 43,198 shares; 2026Q1: 39,404 shares 39,404 $432K <0.01% -3,794 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 3,751 shares; 2026Q1: 10,466 shares 10,466 $431K <0.01% +6,715 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: not reported; 2025Q3: 4,885 shares; 2025Q4: 5,001 shares; 2026Q1: 6,882 shares 6,882 $431K <0.01% +1,881 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,549 shares; 2024Q4: 38,595 shares; 2025Q1: 33,663 shares; 2025Q2: 34,622 shares; 2025Q3: 27,384 shares; 2025Q4: 27,384 shares; 2026Q1: 21,868 shares 21,868 $430K <0.01% -5,516 Timeline FFDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,614 shares; 2025Q4: 13,986 shares; 2026Q1: 14,499 shares 14,499 $430K <0.01% +513 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 14,151 shares; 2025Q1: 11,930 shares; 2025Q2: 14,474 shares; 2025Q3: 33,254 shares; 2025Q4: 49,298 shares; 2026Q1: 53,754 shares 53,754 $430K <0.01% +4,456 Timeline SMIN 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: 20,057 shares; 2024Q4: 21,859 shares; 2025Q1: 20,016 shares; 2025Q2: 17,536 shares; 2025Q3: 10,859 shares; 2025Q4: 8,602 shares; 2026Q1: 7,170 shares 7,170 $430K <0.01% -1,432 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,237 shares; 2026Q1: 5,759 shares 5,759 $429K <0.01% -478 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,414 shares; 2025Q1: 2,215 shares; 2025Q2: 3,794 shares; 2025Q3: 2,799 shares; 2025Q4: 2,642 shares; 2026Q1: 3,011 shares 3,011 $429K <0.01% +369 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,159 shares; 2024Q4: 55,306 shares; 2025Q1: 49,960 shares; 2025Q2: 51,477 shares; 2025Q3: 7,497 shares; 2025Q4: 4,515 shares; 2026Q1: 4,064 shares 4,064 $429K <0.01% -451 Timeline SBIO 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: 11,321 shares; 2024Q4: 11,324 shares; 2025Q1: 10,668 shares; 2025Q2: 10,324 shares; 2025Q3: 6,414 shares; 2025Q4: 6,414 shares; 2026Q1: 8,186 shares 8,186 $428K <0.01% +1,772 Timeline MCH MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 16,679 shares; 2026Q1: 16,258 shares 16,258 $428K <0.01% -421 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 23,126 shares; 2025Q1: 23,958 shares; 2025Q2: 26,258 shares; 2025Q3: 47,881 shares; 2025Q4: 40,175 shares; 2026Q1: 42,028 shares 42,028 $427K <0.01% +1,853 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,807 shares; 2024Q4: 56,195 shares; 2025Q1: 53,752 shares; 2025Q2: 59,977 shares; 2025Q3: 52,013 shares; 2025Q4: 56,689 shares; 2026Q1: 42,584 shares 42,584 $426K <0.01% -14,105 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,350 shares; 2025Q3: not reported; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $426K <0.01% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,303 shares; 2025Q4: 5,368 shares; 2026Q1: 4,603 shares 4,603 $426K <0.01% -765 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,374 shares; 2026Q1: 31,462 shares 31,462 $425K <0.01% +88 Timeline DGRS 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: 5,203 shares; 2024Q4: 8,650 shares; 2025Q1: 5,149 shares; 2025Q2: 7,956 shares; 2025Q3: 5,923 shares; 2025Q4: 6,597 shares; 2026Q1: 8,020 shares 8,020 $425K <0.01% +1,423 Timeline RCTR 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: 5,512 shares; 2026Q1: 12,178 shares 12,178 $424K <0.01% +6,666 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,954 shares; 2024Q4: 37,876 shares; 2025Q1: 37,243 shares; 2025Q2: 50,366 shares; 2025Q3: 70,172 shares; 2025Q4: 76,644 shares; 2026Q1: 70,007 shares 70,007 $424K <0.01% -6,637 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 20,010 shares; 2025Q1: 13,214 shares; 2025Q2: 15,329 shares; 2025Q3: 18,398 shares; 2025Q4: 16,496 shares; 2026Q1: 18,359 shares 18,359 $423K <0.01% +1,863 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 27,780 shares; 2025Q4: 26,280 shares; 2026Q1: 21,980 shares 21,980 $422K <0.01% -4,300 SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,898 shares; 2024Q4: 47,625 shares; 2025Q1: 21,776 shares; 2025Q2: 17,483 shares; 2025Q3: 16,168 shares; 2025Q4: 15,054 shares; 2026Q1: 18,335 shares 18,335 $421K <0.01% +3,281 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 3,278 shares 3,278 $421K <0.01% +438 Timeline FEBT 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: 7,718 shares; 2025Q1: 6,403 shares; 2025Q2: 10,228 shares; 2025Q3: 9,098 shares; 2025Q4: 5,905 shares; 2026Q1: 11,230 shares 11,230 $421K <0.01% +5,325 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,504 shares; 2026Q1: 36,353 shares 36,353 $419K <0.01% +13,849 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,006 shares; 2025Q2: 2,109 shares; 2025Q3: not reported; 2025Q4: 2,781 shares; 2026Q1: 3,279 shares 3,279 $419K <0.01% +498 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,264 shares; 2025Q1: 46,500 shares; 2025Q2: 44,450 shares; 2025Q3: 42,112 shares; 2025Q4: 44,387 shares; 2026Q1: 38,463 shares 38,463 $418K <0.01% -5,924 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,224 shares; 2026Q1: 57,364 shares 57,364 $418K <0.01% +29,140 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD 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: 20,322 shares; 2026Q1: 82,642 shares 82,642 $417K <0.01% +62,320 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,531 shares; 2026Q1: 16,482 shares 16,482 $417K <0.01% +6,951 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,206 shares; 2025Q3: 4,951 shares; 2025Q4: 8,806 shares; 2026Q1: 9,159 shares 9,159 $417K <0.01% +353 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,108 shares; 2025Q1: 15,108 shares; 2025Q2: 15,115 shares; 2025Q3: 15,536 shares; 2025Q4: 16,589 shares; 2026Q1: 16,191 shares 16,191 $417K <0.01% -398 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 10,433 shares; 2025Q1: 8,316 shares; 2025Q2: 7,786 shares; 2025Q3: 7,292 shares; 2025Q4: 6,176 shares; 2026Q1: 2,433 shares 2,433 $417K <0.01% -3,743 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 14,899 shares; 2025Q1: 15,260 shares; 2025Q2: 15,824 shares; 2025Q3: 15,935 shares; 2025Q4: 16,594 shares; 2026Q1: 16,707 shares 16,707 $417K <0.01% +113 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,562 shares; 2025Q4: 27,365 shares; 2026Q1: 18,622 shares 18,622 $416K <0.01% -8,743 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,080 shares 10,080 $416K <0.01% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 3,908 shares; 2025Q1: 3,569 shares; 2025Q2: 3,269 shares; 2025Q3: 5,302 shares; 2025Q4: 4,658 shares; 2026Q1: 3,754 shares 3,754 $415K <0.01% -904 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 17,519 shares; 2025Q4: 21,339 shares; 2026Q1: 22,735 shares 22,735 $415K <0.01% +1,396 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 3,644 shares; 2025Q4: 3,607 shares; 2026Q1: 7,057 shares 7,057 $415K <0.01% +3,450 Timeline JUST 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: 3,599 shares; 2025Q1: not reported; 2025Q2: 4,590 shares; 2025Q3: not reported; 2025Q4: 1,481 shares; 2026Q1: 4,484 shares 4,484 $415K <0.01% +3,003 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,995 shares; 2025Q4: 25,995 shares; 2026Q1: 23,000 shares 23,000 $414K <0.01% -2,995 Timeline CLST CATALYST BANCORP INC More: the full row for CATALYST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: not reported; 2025Q2: 35,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $414K <0.01% new Timeline DWAS 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: 6,258 shares; 2024Q4: 3,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,984 shares; 2026Q1: 4,203 shares 4,203 $414K <0.01% +2,219 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,595 shares; 2024Q4: 29,775 shares; 2025Q1: 20,582 shares; 2025Q2: 15,860 shares; 2025Q3: 14,321 shares; 2025Q4: 15,507 shares; 2026Q1: 13,715 shares 13,715 $413K <0.01% -1,792 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 3,358 shares; 2025Q1: 3,624 shares; 2025Q2: 3,612 shares; 2025Q3: 3,674 shares; 2025Q4: 3,864 shares; 2026Q1: 3,721 shares 3,721 $413K <0.01% -143 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 5,669 shares 5,669 $413K <0.01% +3,921 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,039 shares; 2024Q4: 22,689 shares; 2025Q1: 22,139 shares; 2025Q2: 21,239 shares; 2025Q3: 20,939 shares; 2025Q4: 20,939 shares; 2026Q1: 20,939 shares 20,939 $413K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,187 shares; 2024Q4: 304,230 shares; 2025Q1: 191,459 shares; 2025Q2: 150,284 shares; 2025Q3: 15,632 shares; 2025Q4: 22,258 shares; 2026Q1: 22,167 shares 22,167 $413K <0.01% -91 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,830 shares; 2025Q1: 5,677 shares; 2025Q2: 5,688 shares; 2025Q3: 5,780 shares; 2025Q4: 5,750 shares; 2026Q1: 5,300 shares 5,300 $413K <0.01% -450 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,354 shares; 2026Q1: 22,067 shares 22,067 $412K <0.01% +17,713 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 22,072 shares; 2025Q1: 12,645 shares; 2025Q2: 21,988 shares; 2025Q3: 27,599 shares; 2025Q4: 26,966 shares; 2026Q1: 34,219 shares 34,219 $412K <0.01% +7,253 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,471 shares; 2025Q1: 1,871 shares; 2025Q2: 4,636 shares; 2025Q3: 2,620 shares; 2025Q4: 3,033 shares; 2026Q1: 2,947 shares 2,947 $412K <0.01% -86 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 3,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,822 shares 2,822 $410K <0.01% +630 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 17,923 shares; 2025Q1: 13,953 shares; 2025Q2: 10,947 shares; 2025Q3: 10,963 shares; 2025Q4: 16,142 shares; 2026Q1: 16,782 shares 16,782 $409K <0.01% +640 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,185 shares; 2025Q3: 31,395 shares; 2025Q4: 35,877 shares; 2026Q1: 38,493 shares 38,493 $409K <0.01% +2,616 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,999 shares; 2024Q4: 35,152 shares; 2025Q1: 34,738 shares; 2025Q2: 36,535 shares; 2025Q3: 37,484 shares; 2025Q4: 47,928 shares; 2026Q1: 79,039 shares 79,039 $409K <0.01% +31,111 Timeline ETHO 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: 4,283 shares; 2024Q4: 6,077 shares; 2025Q1: 5,116 shares; 2025Q2: 6,623 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares; 2026Q1: 6,182 shares 6,182 $409K <0.01% +1,266 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,643 shares; 2025Q1: 3,426 shares; 2025Q2: 3,642 shares; 2025Q3: 3,351 shares; 2025Q4: 3,426 shares; 2026Q1: 1,933 shares 1,933 $408K <0.01% -1,493 Timeline JULM 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: 17,285 shares; 2024Q4: 17,285 shares; 2025Q1: 17,285 shares; 2025Q2: 17,285 shares; 2025Q3: 17,285 shares; 2025Q4: 9,740 shares; 2026Q1: 12,148 shares 12,148 $408K <0.01% +2,408 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,219 shares; 2025Q1: 2,711 shares; 2025Q2: 2,963 shares; 2025Q3: 3,043 shares; 2025Q4: 2,987 shares; 2026Q1: 2,467 shares 2,467 $407K <0.01% -520 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 2,784 shares; 2025Q4: 2,308 shares; 2026Q1: 2,847 shares 2,847 $407K <0.01% +539 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,530 shares; 2025Q1: 7,379 shares; 2025Q2: 8,273 shares; 2025Q3: 9,344 shares; 2025Q4: 11,938 shares; 2026Q1: 10,153 shares 10,153 $404K <0.01% -1,785 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,383 shares; 2025Q1: 9,888 shares; 2025Q2: 11,848 shares; 2025Q3: 12,166 shares; 2025Q4: 9,664 shares; 2026Q1: 4,995 shares 4,995 $404K <0.01% -4,669 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 4,140 shares; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 3,630 shares 3,630 $403K <0.01% +1,451 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,448 shares; 2026Q1: 14,966 shares 14,966 $403K <0.01% +5,518 Timeline XSW 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: 7,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,831 shares 2,831 $403K <0.01% +78 Timeline GEM 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: 3,476 shares; 2026Q1: 9,255 shares 9,255 $400K <0.01% +5,779 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 9,608 shares; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 10,242 shares; 2025Q4: 11,539 shares; 2026Q1: 16,389 shares 16,389 $398K <0.01% +4,850 Timeline HYHG 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: not reported; 2025Q3: 5,540 shares; 2025Q4: 6,268 shares; 2026Q1: 6,243 shares 6,243 $398K <0.01% -25 Timeline DDTM 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: 21,425 shares 21,425 $398K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 16,495 shares; 2025Q1: 13,825 shares; 2025Q2: 11,941 shares; 2025Q3: 11,241 shares; 2025Q4: 22,502 shares; 2026Q1: 21,407 shares 21,407 $397K <0.01% -1,095 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 997 shares; 2026Q1: 3,935 shares 3,935 $396K <0.01% +2,938 Timeline GNMA 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: 5,478 shares; 2024Q4: 10,072 shares; 2025Q1: 7,251 shares; 2025Q2: 8,154 shares; 2025Q3: 7,287 shares; 2025Q4: 8,161 shares; 2026Q1: 8,931 shares 8,931 $396K <0.01% +770 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,731 shares; 2025Q2: 54,964 shares; 2025Q3: 42,915 shares; 2025Q4: 26,539 shares; 2026Q1: 32,436 shares 32,436 $395K <0.01% +5,897 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 12,195 shares; 2025Q1: 12,195 shares; 2025Q2: 12,195 shares; 2025Q3: 12,370 shares; 2025Q4: 12,409 shares; 2026Q1: 13,662 shares 13,662 $394K <0.01% +1,253 Timeline RONB BARON ETF TR More: the full row for BARON 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: 800 shares; 2026Q1: 17,231 shares 17,231 $394K <0.01% +16,431 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,857 shares; 2024Q4: 18,209 shares; 2025Q1: 14,345 shares; 2025Q2: 12,688 shares; 2025Q3: 11,446 shares; 2025Q4: 9,118 shares; 2026Q1: 8,476 shares 8,476 $394K <0.01% -642 Timeline SIXD 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: not reported; 2025Q1: 7,835 shares; 2025Q2: 11,578 shares; 2025Q3: 11,420 shares; 2025Q4: 11,395 shares; 2026Q1: 13,906 shares 13,906 $393K <0.01% +2,511 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,719 shares; 2025Q2: 32,647 shares; 2025Q3: 27,458 shares; 2025Q4: 18,433 shares; 2026Q1: 17,269 shares 17,269 $393K <0.01% -1,164 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,197 shares; 2024Q4: 690,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,654 shares; 2025Q4: 71,847 shares; 2026Q1: 73,106 shares 73,106 $392K <0.01% +1,259 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,587 shares; 2025Q1: 958 shares; 2025Q2: 1,084 shares; 2025Q3: 1,645 shares; 2025Q4: 1,851 shares; 2026Q1: 1,184 shares 1,184 $392K <0.01% -667 Timeline CDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,443 shares; 2025Q4: 17,512 shares; 2026Q1: 18,343 shares 18,343 $391K <0.01% +831 Timeline PMMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,800 shares 14,800 $391K <0.01% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,584 shares; 2025Q1: 3,940 shares; 2025Q2: 5,561 shares; 2025Q3: 4,948 shares; 2025Q4: 4,839 shares; 2026Q1: 6,048 shares 6,048 $391K <0.01% +1,209 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,701 shares; 2024Q4: 31,590 shares; 2025Q1: 23,425 shares; 2025Q2: 8,269 shares; 2025Q3: 7,699 shares; 2025Q4: 7,956 shares; 2026Q1: 7,480 shares 7,480 $391K <0.01% -476 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,356 shares; 2025Q1: 1,374 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,314 shares 1,314 $391K <0.01% +279 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,284 shares; 2025Q1: 3,535 shares; 2025Q2: 4,644 shares; 2025Q3: 4,454 shares; 2025Q4: 4,390 shares; 2026Q1: 2,688 shares 2,688 $391K <0.01% -1,702 Timeline PZT 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: 13,941 shares; 2024Q4: 30,910 shares; 2025Q1: 37,578 shares; 2025Q2: 21,591 shares; 2025Q3: 12,991 shares; 2025Q4: 13,101 shares; 2026Q1: 17,694 shares 17,694 $391K <0.01% +4,593 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,876 shares; 2024Q4: 36,692 shares; 2025Q1: 36,720 shares; 2025Q2: 36,769 shares; 2025Q3: 36,219 shares; 2025Q4: 35,833 shares; 2026Q1: 28,114 shares 28,114 $390K <0.01% -7,719 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,026 shares; 2024Q4: 18,029 shares; 2025Q1: 6,705 shares; 2025Q2: 5,901 shares; 2025Q3: 9,067 shares; 2025Q4: 9,716 shares; 2026Q1: 5,983 shares 5,983 $390K <0.01% -3,733 Timeline RIGS 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: 21,743 shares; 2024Q4: 22,713 shares; 2025Q1: 17,674 shares; 2025Q2: 21,008 shares; 2025Q3: 12,921 shares; 2025Q4: 8,393 shares; 2026Q1: 17,038 shares 17,038 $389K <0.01% +8,645 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,863 shares; 2025Q1: 9,345 shares; 2025Q2: 9,686 shares; 2025Q3: 9,216 shares; 2025Q4: 8,928 shares; 2026Q1: 10,056 shares 10,056 $389K <0.01% +1,128 Timeline QTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,270 shares; 2025Q1: 10,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,727 shares; 2026Q1: 13,661 shares 13,661 $388K <0.01% +8,934 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 22,978 shares; 2025Q1: not reported; 2025Q2: 10,396 shares; 2025Q3: 24,566 shares; 2025Q4: 25,754 shares; 2026Q1: 22,091 shares 22,091 $388K <0.01% -3,663 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,842 shares; 2025Q1: 986 shares; 2025Q2: 1,479 shares; 2025Q3: 1,821 shares; 2025Q4: 1,910 shares; 2026Q1: 1,127 shares 1,127 $385K <0.01% -783 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 20,100 shares; 2025Q1: 31,115 shares; 2025Q2: 31,115 shares; 2025Q3: 26,700 shares; 2025Q4: 26,700 shares; 2026Q1: 26,700 shares 26,700 $385K <0.01% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,847 shares; 2025Q1: 77,010 shares; 2025Q2: 74,685 shares; 2025Q3: 76,177 shares; 2025Q4: 81,400 shares; 2026Q1: 71,057 shares 71,057 $384K <0.01% -10,343 Timeline XTN 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: 2,816 shares; 2025Q1: 2,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,292 shares; 2026Q1: 4,131 shares 4,131 $384K <0.01% +1,839 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,603 shares; 2025Q1: 1,523 shares; 2025Q2: 1,586 shares; 2025Q3: 1,535 shares; 2025Q4: 1,510 shares; 2026Q1: 1,071 shares 1,071 $383K <0.01% -439 Timeline DECP 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: 10,320 shares; 2025Q2: 10,320 shares; 2025Q3: 10,320 shares; 2025Q4: 13,320 shares; 2026Q1: 12,900 shares 12,900 $383K <0.01% -420 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,355 shares; 2026Q1: 13,736 shares 13,736 $383K <0.01% +381 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,228 shares; 2025Q4: 12,982 shares; 2026Q1: 13,263 shares 13,263 $382K <0.01% +281 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,675 shares; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 2,810 shares 2,810 $382K <0.01% +2,374 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 125,640 shares; 2025Q3: 364,885 shares; 2025Q4: 261,885 shares; 2026Q1: 396,185 shares 396,185 $381K <0.01% +134,300 Timeline SLVR 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: 406 shares; 2026Q1: 6,437 shares 6,437 $381K <0.01% +6,031 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,589 shares; 2024Q4: 2,567 shares; 2025Q1: 2,435 shares; 2025Q2: 2,514 shares; 2025Q3: 2,677 shares; 2025Q4: 4,685 shares; 2026Q1: 3,003 shares 3,003 $380K <0.01% -1,682 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,198 shares; 2025Q1: 6,154 shares; 2025Q2: 5,697 shares; 2025Q3: 5,879 shares; 2025Q4: 6,196 shares; 2026Q1: 5,227 shares 5,227 $380K <0.01% -969 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,419 shares; 2025Q1: 15,666 shares; 2025Q2: 34,447 shares; 2025Q3: 33,188 shares; 2025Q4: 33,841 shares; 2026Q1: 52,220 shares 52,220 $380K <0.01% +18,379 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,096 shares; 2025Q2: 2,122 shares; 2025Q3: 2,110 shares; 2025Q4: 2,754 shares; 2026Q1: 2,061 shares 2,061 $380K <0.01% -693 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,798 shares; 2025Q4: 8,298 shares; 2026Q1: 9,083 shares 9,083 $379K <0.01% +785 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,412 shares; 2026Q1: 30,240 shares 30,240 $379K <0.01% -1,172 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,992 shares 7,992 $379K <0.01% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH 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: 26,433 shares; 2025Q4: 24,279 shares; 2026Q1: 20,470 shares 20,470 $378K <0.01% -3,809 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,847 shares; 2024Q4: 30,020 shares; 2025Q1: 30,950 shares; 2025Q2: 14,192 shares; 2025Q3: 11,989 shares; 2025Q4: 11,850 shares; 2026Q1: 10,281 shares 10,281 $378K <0.01% -1,569 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,850 shares; 2025Q1: 38,740 shares; 2025Q2: 40,240 shares; 2025Q3: 39,750 shares; 2025Q4: 9,744 shares; 2026Q1: 26,169 shares 26,169 $378K <0.01% +16,425 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 4,059 shares; 2025Q1: 3,777 shares; 2025Q2: 3,761 shares; 2025Q3: 3,862 shares; 2025Q4: 4,718 shares; 2026Q1: 4,569 shares 4,569 $377K <0.01% -149 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,534 shares; 2024Q4: 19,397 shares; 2025Q1: 18,229 shares; 2025Q2: 13,986 shares; 2025Q3: not reported; 2025Q4: 7,714 shares; 2026Q1: 29,603 shares 29,603 $376K <0.01% +21,889 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,375 shares; 2026Q1: 6,055 shares 6,055 $374K <0.01% +680 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,356 shares; 2025Q2: 10,045 shares; 2025Q3: not reported; 2025Q4: 15,576 shares; 2026Q1: 17,263 shares 17,263 $374K <0.01% +1,687 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,841 shares; 2024Q4: 24,082 shares; 2025Q1: 17,328 shares; 2025Q2: 17,387 shares; 2025Q3: 16,257 shares; 2025Q4: 14,493 shares; 2026Q1: 15,099 shares 15,099 $374K <0.01% +606 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 47,423 shares; 2025Q4: 39,824 shares; 2026Q1: 14,769 shares 14,769 $373K <0.01% -25,055 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,021 shares; 2025Q1: 5,630 shares; 2025Q2: 5,528 shares; 2025Q3: 5,023 shares; 2025Q4: 4,572 shares; 2026Q1: 5,128 shares 5,128 $373K <0.01% +556 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,250 shares; 2025Q2: 14,851 shares; 2025Q3: 15,111 shares; 2025Q4: 15,178 shares; 2026Q1: 15,096 shares 15,096 $373K <0.01% -82 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,441 shares; 2024Q4: 34,407 shares; 2025Q1: 39,139 shares; 2025Q2: 37,042 shares; 2025Q3: 16,104 shares; 2025Q4: 30,807 shares; 2026Q1: 45,662 shares 45,662 $373K <0.01% +14,855 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,370 shares; 2025Q1: 20,975 shares; 2025Q2: 21,255 shares; 2025Q3: 12,901 shares; 2025Q4: 12,818 shares; 2026Q1: 14,332 shares 14,332 $372K <0.01% +1,514 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 20,284 shares; 2025Q3: 19,184 shares; 2025Q4: 41,039 shares; 2026Q1: 42,189 shares 42,189 $370K <0.01% +1,150 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,611 shares; 2024Q4: 18,612 shares; 2025Q1: 24,213 shares; 2025Q2: 10,866 shares; 2025Q3: 13,613 shares; 2025Q4: 15,734 shares; 2026Q1: 14,045 shares 14,045 $370K <0.01% -1,689 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 6,340 shares; 2025Q1: 5,991 shares; 2025Q2: 6,715 shares; 2025Q3: 6,681 shares; 2025Q4: 4,358 shares; 2026Q1: 2,599 shares 2,599 $370K <0.01% -1,759 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,539 shares; 2024Q4: 32,139 shares; 2025Q1: 24,132 shares; 2025Q2: 36,702 shares; 2025Q3: 47,307 shares; 2025Q4: 48,578 shares; 2026Q1: 21,715 shares 21,715 $369K <0.01% -26,863 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,433 shares; 2025Q1: 7,359 shares; 2025Q2: 7,300 shares; 2025Q3: 7,417 shares; 2025Q4: 7,575 shares; 2026Q1: 6,728 shares 6,728 $368K <0.01% -847 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 684 shares; 2025Q1: 724 shares; 2025Q2: 941 shares; 2025Q3: 1,354 shares; 2025Q4: 1,241 shares; 2026Q1: 1,498 shares 1,498 $366K <0.01% +257 Timeline AXTI AXT INC More: the full row for AXT 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: 6,000 shares; 2026Q1: 6,408 shares 6,408 $365K <0.01% +408 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,390 shares; 2025Q4: 2,365 shares; 2026Q1: 1,929 shares 1,929 $364K <0.01% -436 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares; 2026Q1: 5,284 shares 5,284 $363K <0.01% +2,467 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 3,864 shares 3,864 $363K <0.01% +1,204 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,231 shares; 2025Q1: 292,481 shares; 2025Q2: 331,998 shares; 2025Q3: 196,875 shares; 2025Q4: 175,676 shares; 2026Q1: 129,801 shares 129,801 $362K <0.01% -45,875 Timeline IMOM 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: 4,762 shares; 2026Q1: 9,083 shares 9,083 $362K <0.01% +4,321 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 4,657 shares 4,657 $361K <0.01% +3,841 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to 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: 3,258 shares; 2026Q1: 27,946 shares 27,946 $360K <0.01% +24,688 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,654 shares; 2025Q3: not reported; 2025Q4: 8,857 shares; 2026Q1: 33,451 shares 33,451 $359K <0.01% +24,594 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,420 shares 26,420 $359K <0.01% new Timeline WDGF 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: 10,944 shares 10,944 $359K <0.01% new Timeline VFMF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 2,311 shares 2,311 $358K <0.01% +83 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294 shares; 2025Q4: 1,482 shares; 2026Q1: 2,109 shares 2,109 $358K <0.01% +627 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,338 shares; 2026Q1: 32,738 shares 32,738 $357K <0.01% +1,400 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,927 shares; 2024Q4: 15,419 shares; 2025Q1: 15,515 shares; 2025Q2: 16,094 shares; 2025Q3: 6,363 shares; 2025Q4: 6,313 shares; 2026Q1: 6,010 shares 6,010 $357K <0.01% -303 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 11,040 shares; 2025Q4: 11,970 shares; 2026Q1: 12,266 shares 12,266 $356K <0.01% +296 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,807 shares; 2025Q1: 78,207 shares; 2025Q2: 108,157 shares; 2025Q3: 77,939 shares; 2025Q4: 70,257 shares; 2026Q1: 76,894 shares 76,894 $356K <0.01% +6,637 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 10,210 shares; 2025Q1: 7,126 shares; 2025Q2: 7,469 shares; 2025Q3: 6,131 shares; 2025Q4: 5,967 shares; 2026Q1: 5,428 shares 5,428 $355K <0.01% -539 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 14,888 shares; 2025Q1: 14,615 shares; 2025Q2: 10,352 shares; 2025Q3: not reported; 2025Q4: 7,747 shares; 2026Q1: 13,321 shares 13,321 $355K <0.01% +5,574 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 7,820 shares; 2025Q3: 15,192 shares; 2025Q4: 15,797 shares; 2026Q1: 8,846 shares 8,846 $355K <0.01% -6,951 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 5,514 shares; 2026Q1: 7,266 shares 7,266 $355K <0.01% +1,752 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,575 shares 6,575 $355K <0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,454 shares; 2025Q1: 3,386 shares; 2025Q2: 4,000 shares; 2025Q3: 3,599 shares; 2025Q4: 3,549 shares; 2026Q1: 2,960 shares 2,960 $355K <0.01% -589 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 9,961 shares; 2025Q1: 8,899 shares; 2025Q2: 8,005 shares; 2025Q3: 8,282 shares; 2025Q4: 8,277 shares; 2026Q1: 8,103 shares 8,103 $354K <0.01% -174 Timeline JUNM 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: 22,997 shares; 2024Q4: 22,742 shares; 2025Q1: 14,666 shares; 2025Q2: 22,599 shares; 2025Q3: 22,483 shares; 2025Q4: 17,855 shares; 2026Q1: 10,319 shares 10,319 $354K <0.01% -7,536 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,165 shares; 2025Q2: 8,183 shares; 2025Q3: not reported; 2025Q4: 11,792 shares; 2026Q1: 13,963 shares 13,963 $353K <0.01% +2,171 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,574 shares; 2025Q3: 11,600 shares; 2025Q4: 12,423 shares; 2026Q1: 12,966 shares 12,966 $353K <0.01% +543 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,243 shares; 2025Q1: 4,193 shares; 2025Q2: 3,920 shares; 2025Q3: 3,570 shares; 2025Q4: 3,524 shares; 2026Q1: 3,199 shares 3,199 $352K <0.01% -325 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,275 shares; 2026Q1: 19,184 shares 19,184 $352K <0.01% +10,909 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 4,050 shares; 2025Q3: 5,040 shares; 2025Q4: 5,180 shares; 2026Q1: 5,561 shares 5,561 $352K <0.01% +381 Timeline SIOO 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: 3,000 shares; 2026Q1: 18,950 shares 18,950 $352K <0.01% +15,950 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 8,051 shares; 2025Q1: 7,546 shares; 2025Q2: 7,613 shares; 2025Q3: 8,611 shares; 2025Q4: 7,143 shares; 2026Q1: 5,875 shares 5,875 $352K <0.01% -1,268 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 9,890 shares; 2025Q1: 7,124 shares; 2025Q2: 7,059 shares; 2025Q3: 6,808 shares; 2025Q4: 6,315 shares; 2026Q1: 5,697 shares 5,697 $349K <0.01% -618 Timeline IQDY 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: 15,384 shares; 2024Q4: 15,317 shares; 2025Q1: 12,761 shares; 2025Q2: 9,865 shares; 2025Q3: 9,667 shares; 2025Q4: 8,947 shares; 2026Q1: 9,204 shares 9,204 $349K <0.01% +257 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 8,484 shares; 2025Q1: 8,153 shares; 2025Q2: 4,879 shares; 2025Q3: 5,118 shares; 2025Q4: 5,160 shares; 2026Q1: 5,992 shares 5,992 $348K <0.01% +832 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,250 shares; 2025Q4: 11,720 shares; 2026Q1: 11,720 shares 11,720 $347K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 5,240 shares; 2026Q1: 6,371 shares 6,371 $347K <0.01% +1,131 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,014 shares; 2026Q1: 66,414 shares 66,414 $347K <0.01% +400 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 4,086 shares 4,086 $346K <0.01% +2,732 Timeline IMVT IMMUNOVANT INC More: the full row for IMMUNOVANT 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: 8,979 shares; 2026Q1: 13,915 shares 13,915 $346K <0.01% +4,936 Timeline